Question

Please help me calculate!!

$38,000 $300 2a 2b . . , $15,000 unt . . O... . . . . . . : | 7a | . . 1 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . 2a Tax-exempt interest. . . . b Taxable interest. Attach Sch. B if required 3a Qualified dividends . . . . 3a b Ordinary dividends. Attach Sch. B if required 3b Standard Deduction for- IRA distributions . . . . 4a b Taxable amount . . . . . . 4b • Single or Married c Pensions and annuities . . . 4C $15,000 d Taxable amount 4d filing separately, $12,200 5а Social security benefits. .. 5a $22,800 b Taxable amount . . .. 5b • Married filing Capital gain or (loss). Attach Schedule D if required. If not required, check here 6 jointly or Qualifying widow(er), 7a Other income from Schedule 1, line 9 . . . . . . . . . . . . . . . $24,400 b • Head of Add lines 1, 2b, 3b, 46, 4d, 5b, 6, and 7a. This is your total income . 7b household, 8a Adjustments to income from Schedule 1, line 22 . . . . . . . . . . . . . . $18,350 • If you checked b Subtract line 8a from line 7b. This is your adjusted gross income . . . + | 8b any box under Standard deduction or itemized deductions (from Schedule A), . . $24,800 Standard Deduction, Qualified business income deduction. Attach Form 8995 or Form 8995-A .. see instructions. 11a Add lines 9 and 10 . . . . . . . . . . . . . . . . . . . . . . . . . . 11a b Taxable income. Subtract line 11a from line 8b. If zero or less, enter - - . . . . . . . . . 11b For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11320B V · : . . . · | 8a : . : . : . . : Form 1040 (2019)

Answer 1

? - X Prachi Chitlangia - A FILET HOME INSERT DESIGN PAGE LAYOUT REFERENCES MAILINGS REVIEW ABC ABC 1Q D ARS ABC 1123 as STYLE ZERO 2 i simple Markup a previous ] « O EU Translate Language Accept Reiert 2 Next Spelling & Define Thesaurus Word Grammar Count Proofing New Delete Previous Next Comment Comments Show Comments Language JUSTIN k social_security_benefits_worksheet_1040i-converted Compatibility Mode] - Word VIEW Easy Document Creator Previous Show Markup Track Compare Block Restrict Changes - 9 Reviewing Pane- Authors Editing Tracking Changes Compare Protect 1X12:13 14 15 16 17 18 19 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 Before you begin: Complete Form 1040, lines 21 and 23 through 32, if they apply to you. Figure any write-in adjustments to be entered on the dotted line next to line 36 (see the instructions for line 36). If you are married filing separately and you lived apart from your spouse for all of 2014, enter "D" to the right of the word "benefits" on line 20 a. If you do not, you may get a math error notice from the IRS. Be sure you have read the Exception in the line 20a and 206 instructions to see if you can use this worksheet instead of a publication to find out if any of your benefits are taxable. 11 | 20 1. 2. 4. 5. 6. Enter the total amount from box 5 of all your Forms SSA-1099 and Forms RRB-1099. Also, enter this amount on Form 1040, line 20a ..............1. Enter one-half of line 1 ..... Combine the amounts from Form 1040, lines 7, 8, 9a, 10 through 14, 15, 166, 17 through 19, and 21. Enter the amount, if any, from Form 1040, line 8b.. Combine lines 2.3, and 4.. Enter the total of the amounts from Form 1040, lines 23 through 32, plus any write-in adjustments you entered on the dotted line next to line 36... Is the amount on line 6 less than the amount on line 5? No. None of your social security benefits are taxable. Enter -- on Form 1040, line 206. Yes. Subtract line 6 from line 5................. ............ 7. 8. 123 122 121 120 19 18 17 | 16 | 15 | 14 | 13 | 12 | 11 | 10 19 18 17 16 15 14 13 12 If you are: • Married filing jointly, enter $32,000 • Single, head of household, qualifying widow(er), or married filing separately and you lived apart from your spouse for all of 2014, enter $25,000.... • Married filing separately and you lived with your spouse at any time in 2014, skip lines 8 through 15, multiply line 7 by 85% (-85) and enter the result on line 16. Then go to line 17 Is the amount on line 8 less than the amount on line 7? N No. None of your social security benefits are taxable. Enter -- on Form 1040, line 206. If you are married filing separately and you lived apart from your spouse for all of 2014, be sure you entered "D" to the right of the word "benefits" on line 20a. Yes. Subtract line 8 from line 7....... ......... 9. 10. Enter: $12,000 if married filing jointly: $9,000 if single, head of household, qualifying widow(er), or married filing separately and you lived apart from your spouse for all of 2014. Subtract line 10 from line 9. If zero or less, enter-O-....... Enter the smaller of line 9 or line 10. .......... Enter one-half of line 12 ................. 14. Enter the smaller of line 2 or line 13.... 15. Multiply line 11 by 85% (-85). If line 11 is zero, enter-O-...... 16. Add lines 14 and 15 ............ 17. Multiply line 1 by 85% (-85).. Taxable social security benefits. Enter the smaller of line 16 or line 17. Also enter this amount on Form 1040, line 206. .18. If any of your benefits are taxable for 2014 and they include a lump-sum benefit payment that was for an earlier year, you may be able to reduce the taxable amount. See Lump-Sum Election in Pub. 915 for details. ------ 16. .17. PAGE 1 OF 1 613 WORDS DE ENGLISH (UNITED STATES) Search the web and your PC o e @ wi E -- + 100% 12:05 ^.91) I ENG 1 ^ " < ENG 11-02-20202 9 07

Form

1040

Department of the Treasury—Internal Revenue Service                    (99)

U.S. Individual Income Tax Return

2015

OMB No. 1545-0074

IRS Use Only—Do not write or staple in this space.

Last name

For the year Jan. 1–Dec. 31, 2015, or other tax year beginning                                                            , 2015, ending                              , 20 Your first name and initial

Apt. no.

Last name JOHNSON

JUSTIN K.

If a joint return, spouse’s first name and initial

JULIA B.

Home address (number and street). If you have a P.O. box, see instructions.

123 W.NORTH STREET

City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions).

Foreign postal code

Foreign province/state/county

OMAHA , NE 68142

Foreign country name

See separate instructions.

Your social security number

1 2 3 4 5 1 2 3 4

Spouse’s social security number

1 2 3 4 5 6 7 8 9

▲ Make sure the SSN(s) above and on line 6c are correct.

Presidential Election Campaign

Check here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change your tax or refund. You                  Spouse

Filing Status

Check only one box.

1 Single                                                                                4

2 Married filing jointly (even if only one had income)

3 Married filing separately. Enter spouse’s SSN above

b Spouse     . . . . . . . . . . . . . . . . . . . . . . . . c Dependents: (1) First name                     Last name (2) Dependent’s social security number (3) Dependent’s relationship to you (4) ✓ if child under age 17 qualifying for child tax credit (see instructions) JACK 1 2 3 4 5 9 6 3 2 SON

and full name here. ▶                                                                                   5

Head of household (with qualifying person). (See instructions.) If the qualifying person is a child but not your dependent, enter this child’s name here. ▶

Qualifying widow(er) with dependent child

Exemptions

If more than four dependents, see instructions and

6a           Yourself. If someone can claim you as a dependent, do not check box 6a................. }

Boxes checked on 6a and 6b

1

2

No. of children on 6c who:

• lived with you

• did not live with you due to divorce

or separation                 (see instructions)

Dependents on 6c not entered above

check here ▶

Income

7 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . 7 34,000 8a Taxable interest. Attach Schedule B if required . . . . . . . . . . . . 8a b Tax-exempt interest. Do not include on line 8a .   .   .      8b

d Total number of exemptions claimed .

. . .

. . . . . .

. . . . . . .

Add numbers on       3

lines above ▶

Attach Form(s) W-2 here. Also attach Forms W-2G and 1099-R if tax was withheld.

If you did not

9a   Ordinary dividends. Attach Schedule B if required   .   .   .   .   .   .   .   .   .   .   .   9a b   Qualified dividends 9b

10      Taxable refunds, credits, or offsets of state and local income taxes     .     .     .     . .   . 10

11      Alimony received .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .       11

12 Business income or (loss). Attach Schedule C or C-EZ .   .   .   .   .   .   .   .   .   .   12

13 Capital gain or (loss). Attach Schedule D if required. If not required, check here ▶           13

14 Other gains or (losses). Attach Form 4797 .   .   .   .   .   .   .   .   .   .   .   .   .   .    14

800

get a W-2,

see instructions.

15a IRA distributions .

16a Pensions and annuities

b Taxable amount   .     . .

15a 16a

b Taxable amount   .     . .

15b 16b

12,000

17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 17

18 Farm income or (loss). Attach Schedule F .   .   .   .   .   .   .   .   .   .   .   .   .   .    18

19

20a 16,500

Unemployment compensation .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .     19

20a Social security benefits

b Taxable amount   . . .

20b

8,592.50

21 Other income. List type and amount                                                                                     21

22 Combine the amounts in the far right column for lines 7 through 21. This is your total income ▶           22

55,392.5

Adjusted Gross Income

23 Educator expenses . . . . . . . . . . .

24 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 or 2106-EZ

25 Health savings account deduction. Attach Form 8889 .

26 Moving expenses. Attach Form 3903 . . . . . .

27 Deductible part of self-employment tax. Attach Schedule SE .

28 Self-employed SEP, SIMPLE, and qualified plans .   .

29 Self-employed health insurance deduction      .     .     . .

30

9 6 3 8 5 2 7 4 1

Penalty on early withdrawal of savings . . . . . .

31a Alimony paid b Recipient’s SSN ▶

32      IRA deduction . . . . . . . . . . . . .

33 Student loan interest deduction .     .     .     .     .     .     . .

34 Tuition and fees. Attach Form 8917 .   .   .   .   .   .   .

35 Domestic production activities deduction. Attach Form 8903

36 Add lines 23 through 35 . . . . . . . . . .

23

24

25

26

27

28

29

30

31a 32

33

34

35

.   .

8,000

.     .     .     .     . .   .         36

8,000

37 Subtract line 36 from line 22. This is your adjusted gross income                          .     .     . .   .              ▶                                                                                                                                                                     37

47,392.50

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.         Cat. No. 11320B                Form 1040 (2015)

Form 1040 (2015)                                                                                                                                                                                                                                     Page 2

Tax and

38 Amount from line 37 (adjusted gross income)                                                    . . . . . . . . . . . . . .                38

39a   Check {   You were born before January 2, 1951,                    Blind. }Total boxes

47,392.50

Credits

if:

Spouse was born before January 2, 1951,         Blind.

checked ▶ 39a        1

Standard Deduction for—

• People who check any box on line 39a or 39b or who can be claimed as a dependent, see instructions.

• All others:

Single or Married filing separately,

$6,300

Married filing jointly or Qualifying widow(er),

$12,600

Head of household,

$9,250

                      

Other Taxes

b If your spouse itemizes on a separate return or you were a dual-status alien, check here ▶                     39b

40      Itemized deductions (from Schedule A) or your standard deduction (see left margin)    .   .

42       Exemptions. If line 38 is $154,950 or less, multiply $4,000 by the number on line 6d. Otherwise, see instructions 42 12,000 43      Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- . . 43 22,392.50 44 Tax (see instructions). Check if any from: a Form(s) 8814    b      Form 4972 c                      44 2,436.375 45 Alternative minimum tax (see instructions). Attach Form 6251 . . . . . . . . . 45 0 46 Excess advance premium tax credit repayment. Attach Form 8962 . . . . . . . . 46 0 47 Add lines 44, 45, and 46........................................................................................................... ▶ 47 2,436.375

41      Subtract line 40 from line 38   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .

48	Foreign tax credit. Attach Form 1116 if required . . . .		48
49	Credit for child and dependent care expenses. Attach Form 2441		49
50	Education credits from Form 8863, line 19     . . . . .		50
51	Retirement savings contributions credit. Attach Form 8880		51
52	Child tax credit. Attach Schedule 8812, if required . . .		52
53	Residential energy credits. Attach Form 5695                . . . .		53
54	Other credits from Form: a      3800 b       8801     c		54

55 Add lines 48 through 54. These are your total credits . . . . . . . . . . . .

56 Subtract line 55 from line 47. If line 55 is more than line 47, enter -0-.......................................... ▶

57 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . .

58 Unreported social security and Medicare tax from Form:   a                4137 b           8919              .   .

59 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required    .   .

60a      Household employment taxes from Schedule H .   .   .   .   .   .   .   .   .   .   .   .   .   .

b     First-time homebuyer credit repayment. Attach Form 5405 if required    .     .     .     .     .     .     . .

61

Health care: individual responsibility (see instructions)      Full-year coverage       . . . . .

62 Taxes from: a     Form 8959   b       Form 8960 c      Instructions; enter code(s)

63 Add lines 56 through 62. This is your total tax....................................................................... ▶

40

41

55

56

57

58

59

60a 60b 61

62

63

13,000

34,392.50

0

2,436.375

0

0

0

0

0

0

0

2,436.375

Payments

If you have a qualifying child, attach Schedule EIC.

64 Federal income tax withheld from Forms W-2 and 1099    . .

65 2015 estimated tax payments and amount applied from 2014 return

66a     Earned income credit (EIC)   . . . . . . . . . .

b Nontaxable combat pay election 66b

67 Additional child tax credit. Attach Schedule 8812   .    .    .    . .

68 American opportunity credit from Form 8863, line 8   .    .   .

69 Net premium tax credit. Attach Form 8962 .    .    .    .    .   .

70 Amount paid with request for extension to file    . . . . .

71 Excess social security and tier 1 RRTA tax withheld . . . .

72

Credit for federal tax on fuels. Attach Form 4136 . . . .

73 Credits from Form: a 2439 b       Reserved c      8885 d

64

65

66a

67

68

69

70

71

72

73

3,200

0

0

0

0

0

0

0

0

Refund

74 Add lines 64, 65, 66a, and 67 through 73. These are your total payments....................... ▶

75 If line 74 is more than line 63, subtract line 63 from line 74. This is the amount you overpaid 76a Amount of line 75 you want refunded to you. If Form 8888 is attached, check here . ▶

74

75

76a

3,200

763.625

Direct deposit? ▶

b Routing number

▶ c Type:

Checking

Savings

See instructions.

▶    d   Account number                                                                                                                  

77      Amount of line 75 you want applied to your 2016 estimated tax ▶                   77

Amount You Owe

78 Amount you owe. Subtract line 74 from line 63. For details on how to pay, see instructions ▶             78

79 Estimated tax penalty (see instructions)..................................... 79

Third Party

Do you want to allow another person to discuss this return with the IRS (see instructions)?

Yes. Complete below.           No

Designee

Designee’s name ▶

Phone no. ▶

Personal identification number (PIN)         ▶

Sign Here

Joint return? See instructions.

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

▲

Your signature                                                           Date                Your occupation                                      Daytime phone number

Keep a copy for your records.

Spouse’s signature. If a joint return, both must sign.

Date

Spouse’s occupation

If the IRS sent you an Identity Protection PIN, enter it

here (see inst.)

Paid Preparer Use Only

Print/Type preparer’s name

Firm’s name ▶

Preparer’s signature

Date

Check        if self-employed

Firm's EIN ▶

PTIN

P11223355 14-7598461

Firm’s address ▶ 1040 SOUTH 102ND STREET, OMAHA,NE 68166                                                         Phone no.

www.irs.gov/form1040                                                                                                                                                                                     Form 1040 (2015)