Directions:Completetheform1040ezbelow,Basedonthisinformation:Georgina B.Bales,485West

section:

problemsolving

Activity 7.1Form1040EZ

Directions:CompletetheForm1040EZbelow,basedonthisinformation:Georgina B.Bales,485West

11thAvenue,Ogden,UT87666-6723.HerSocialSecuritynumberis999-00-8478.Shewants$3togo tothecampaignfund.Sheissingleandclaimsherself(nooneelsecanclaimher).Asaclerk,sheearned

$16,500lastyear,plus$200interestonsavings.Taxeswithheldwere$1,016.(RefertoFigure7.3in yourtextbookforthetaxtable.)

Department oftheTreasury—InternalRevenueService

FormIncomeTaxReturnforSingleand

1040EZ

JointFilersWithNoDependents

20––

OMBNo.1545-0074

yourSSN(s)above.

Campaign

(page9)

Checkhereifyou,oryourspouseifajointreturn,want$3togotothisfund

You

Spouse

Income

Attach Form(s)W-2 here.

Enclose,but donotattach, anypayment.

Payments

1 Wages,salaries,andtips.Thisshouldbeshowninbox1ofyourForm(s)W-2.

AttachyourForm(s)W-2.1

2 Taxableinterest.Ifthetotalisover$1,500,youcannotuseForm1040EZ.2

3 Unemployment compensation andAlaskaPermanentFunddividends(seepage10).3

4 Addlines1,2,and3.Thisisyouradjustedgrossincome.4

5 Ifsomeonecanclaimyou(oryourspouseifajointreturn)asadependent,checkthe applicablebox(es) belowandentertheamount fromtheworksheetonback.

YouSpouse

Ifnoonecanclaimyou(oryourspouseifajointreturn),enter$8,750if single;

$17,500ifmarriedfilingjointly.Seebackforexplanation.5

6 Subtractline5fromline4.Ifline5islargerthanline4,enter-0-.

Thisisyourtaxableincome.6

7 Federalincometaxwithheldfrombox2ofyourForm(s)W-2.7

andtax

8a Earnedincomecredit(EIC).

b Nontaxablecombatpayelection.8b

9 Addlines7and8a.Theseareyour totalpayments.9

10 Tax.Usetheamountonline6abovetofindyourtaxinthetaxtableonpages

18–26ofthebooklet.Then,enterthetaxfromthetableonthisline.10

Refund11a Ifline9islargerthanline10,subtractline10fromline9.Thisisyour refund.

Haveit directly deposited! See page15andfill in11b,11c,

IfForm8888isattached,checkhere

b Routingnumber

c Type:Checking

Savings

11a

and11dor

Form8888.

Amount youowe

d Accountnumber

12 Ifline10islargerthanline9,subtractline9fromline10.Thisis

theamountyouowe.Fordetailsonhowtopay,seepage16. 12

Thirdparty

DoyouwanttoallowanotherpersontodiscussthisreturnwiththeIRS(seepage16)?

Yes.Completethefollowing.No

designee

Designee’s name

Phone

no. ()

Personalidentification number(PIN)

Sign here

Seepage6. for your

Underpenalties ofperjury,IdeclarethatIhaveexamined thisreturn,andtothebestofmyknowledge andbelief,itistrue,correct, and accurately listsallamountsandsourcesofincomeIreceivedduringthetaxyear.Declarationofpreparer(otherthanthetaxpayer)isbased onallinformation ofwhichthepreparer hasanyknowledge.

Preparer’s

address, andZIPcode

ForDisclosure,PrivacyAct,andPaperworkReductionActNotice,seepage32.

Cat.No.11329W

Form1040EZ (20--)

Activity 7.2Form1040EZ

Directions:CompletetheForm1040EZbelow,basedonthisinformation:RonaldB.Mitchell,218SW

82dAvenue,Portland,OR97262-8645.HisSocialSecuritynumberis999-00-3833.Heworkspart-time whileattendingcollegebutisnotclaimedonanotherperson’sreturn.Heearned$10,000insalaryand

$450intips(shownonhisW-2).Heissingleandclaimshimselfasanexemption.Hehas$200interest fromsavingsand$400withheldintaxes.Hedoesnotwishtogive$3tothecampaignfund.(Referto Figure7.3inyourtextbookforthetaxtable.)