Drake
Software
Practice
Tax
Return
1
‐
Tax
Year
2015
Before
starting
this
practice
return,
review
the
General
Instructions.
Personal
Data
Taxpayer(s)
Name:
Ponderosa Pine
SSN:
400‐00‐6001
Marital
Status:
Never married
Date
of
Birth:
10/14/1976
Address:
100 Evergreen Lane, Marietta, GA 30060
Phone:
828‐524‐8020
Email:
Pine@1040.com
Occupation:
Botanist
Dependent
Information
Ponderosa has one son, Spruce Pine. Spruce (unmarried) lived with his mother in the U.S. all year and
cannot be claimed as a dependent by any other taxpayer. After school each day, Spruce attends an
after‐school care program while his mother is at work. The expenses for the after‐school care is $3,600
for the year (statement attached). Spruce is age six and his date of birth is May 01, 2009. His SSN is
400.00.0042.
Income
Ponderosa works full‐time as a botanist at the University of Trees. She received one Form W‐2 from her
employer (attached). She has no interest in any foreign accounts.
Deductions
Ponderosa will not itemize deductions, but will take the standard deduction.
Health
Coverage
Ponderosa was provided health coverage at work and was covered for every month of 2015 by her
employer’s plan and received Form 1095‐B and Form 1095‐C at the end of the year. Her son, Spruce,
was covered for the entire year by a Marketplace plan purchased by his father, Juniper. Juniper
provided a copy of Form 1095‐A (attached) to Ponderosa which reported the health coverage for their
son, Spruce. Juniper and Ponderosa agree to allocate the premium percentage, SLCSP percentage, and
the Advance PTC of the Marketplace policy at 50% each.
Other
Facts
Ponderosa and her son are both U.S. citizens and she cannot be the qualifying child of anyone.
She provided proof of maintenance of the household, including utility bills and rent receipts (attached).
There is evidence that Ponderosa paid more than 50% of the cost of keeping up the home in which she
and her son lived.
Attachments
1
Form W‐2
1
Child care statement
1
Form 1095‐A
1
Form 1095‐B
1
Form 1095‐C
1
Utility Bill
2
Rent Receipts pages
W-2
2 0 1 5
W-2
2 0 1 5
22222
22222
0000/1024
Do Not Cut, Fold, or Staple Forms on This Page
Wage & Tax
Statement
Wage & Tax
Statement
Void
Form
Copy A For Social Security Administration - Send this entire
page with Form W-3 to the Social Security Administration;
photocopies are not acceptable.
Form
a b 1 2 c 3 4 5 6 7 8 d 9 10 e 11 12a 12b 13 14 12c 12d f 15 16 17 18 19 20For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
a b 1 2 c 3 4 5 6 7 8 d 9 10 e 11 12a 12b 13 14 12c 12d f 15 16 17 18 19 20
For Privacy Act and Paperwork Reduction
Employee's social security number For Official Use Only OMB No. 1545-0008
Employer identification number (EIN) Wages, tips, other compensation Federal income tax withheld
Employer's name, address, and ZIP code Social security wages Social security tax withheld
Medicare wages and tips Medicare tax withheld
Social security tips Allocated tips
Control number Dependent care benefits
Employee's first name and initial Last name Suff. Nonqualified plans See instructions for box 12
Statutory Retirement Third-party employee plan sick pay
Other
Employee's address and ZIP code
State Employer's state ID number State wages, tips, etc. State income tax Local wages, tips, etc. Local income tax Locality name
Department of the Treasury - Internal Revenue Service
Employee's social security number For Official Use Only Void
OMB No. 1545-0008
Employer identification number (EIN) Wages, tips, other compensation Federal income tax withheld
Employer's name, address, and ZIP code Social security wages Social security tax withheld
Medicare wages and tips Medicare tax withheld
Social security tips Allocated tips
Control number Dependent care benefits
Employee's first name and initial Last name Suff. Nonqualified plans See instructions for box 12
Statutory Retirement Third-party employee plan sick pay
Other
Employee's address and ZIP code
State Employer's state ID number State wages, tips, etc. State income tax Local wages, tips, etc. Local income tax Locality name
Department of the Treasury - Internal Revenue Service
