Drake Software Practice Tax Return 4 Tax Year Before starting this practice return, review the General Instructions.

(1)

Drake

Software

Practice

Tax

Return

4 ‐

Tax

Year

2015

Before

starting

this

practice

return,

review

the

General

Instructions.

Personal

Data

Taxpayer

Name:

Straw

Berry

SSN:

400 ‐

00 ‐

6004

Taxpayer

Date

of

Birth:

5/15/1985

Taxpayer

Phone:

828.524.8020

Taxpayer

Email:

[email protected]

Occupation:

VP

of

Operations

Spouse

Name:

Blue

Berry

SSN:

400 ‐

00 ‐

2073

Spouse

Date

of

Birth:

6/16/1986

Spouse

Phone:

828.524.8020

Spouse

Email:

[email protected]

Occupation:

Event

Planner

Marital

Status:

Married

and

lived

together

all

year

Address:

1234

Fruit

Loop,

Towson,

MD

21286

Dependent

Information

The

taxpayers

have

no

dependents.

Income

In

2015,

Straw

Berry

was

employed

as

the

Director

of

Sales

at

Jam

Manufacturer,

however

he

resign

from

that

position

in

September.

He

accepted

a

new

position

as

Vice

‐

President

of

Operations

at

Produce

Technologies.

He

received

Form

W

‐

2 from

both

employers.

Blue

Berry

worked

part

‐

time

as

a

event

coordinator

and

received

Form

W

‐

2 reporting

her

wages

during

2015.

The

Berry’s

also

received

income

from

interest

and

dividends

and

received

statements

reporting

the

income

in

January

2016.

Deductions

Taxpayers

will

not

itemize

deductions,

but

will

take

the

standard

deduction.

Health

Coverage

Both

Straw

and

Blue

Berry

were

covered

by

Straw’s

employer

plan

for

every

month

of

the

year.

The

Berry’s

did

not

provide

any

copies

of

Form

1095

‐

B

or

Form

1095

‐

C

to

their

tax

preparer.

Other

Facts

Both

the

taxpayer

and

spouse

are

U.S.

citizens

and

are

not

a

dependent

or

qualifying

child

of

another

taxpayer.

When

Straw

Berry

took

the

new

job,

the

family

incurred

some

job

moving

expenses.

Straw’s

new

employer

did

not

reimburse

any

of

the

expenses.

At

the

old

job,

Straw’s

commute

to

work

from

his

old

house

was

only

5 miles.

The

new

job

he

took

was

2500

miles

away

from

his

old

residence.

He

spent

$5,400

transporting

all

the

couple’s

belonging

and

personal

items

to

the

new

residence.

The

couple

also

spend

$800

on

travel

and

lodging

during

the

move.

(2)

prior

years,

Blue

has

claimed

the

American

Opportunity

Credit.

Blue

received

Form

1098

‐

T

reporting

the

tuition

amounts

paid

–

which

were

the

only

expenses

incurred

for

2015.

She

did

not

receive

Form

1098

‐

T

from

the

same

institution

in

2014.

Attachments

3 Form

W

‐

2

5 Form

1099

‐

INT

2 Form

1099

‐

DIV

1 Form

1098

‐

T

(3)

W-2

2 0 1 5

W-2

2 0 1 5

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 20

For 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 Act Notice, see the separate instructions. Copy A For Social Security Administration

-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

Other

Send this entire page with

400-00-6004

11-9999999

55000.00

8500.00

Jam Manufacturer

55000.00

3410.00

200 Jelly Rd

55000.00

797.50 Owings Mills

MD

21117

Straw

Berry

1234 Fruit Loop

Towson

MD

21286

X

(4)

W-2

2 0 1 5

W-2

2 0 1 5

22222

0000/1024

Do Not Cut, Fold, or Staple Forms on This Page

Wage & Tax

Statement

Wage & Tax

Statement

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

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

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

-Employer identification number (EIN) Wages, tips, other compensation Federal income tax withheld

Other

OMB No. 1545-0008

Other

Send this entire page with Form W-3 to the Social Security Administration; photocopies are not acceptable.

22-8888888

21500.00

3200.00

Produce Technologies

21500.00

1333.00

500 Technology Drive

21500.00

311.75 Towson

MD

21286

Straw

Berry

1234 Fruit Loop

Towson

MD

21286

X

(5)

W-2

2 0 1 5

W-2

2 0 1 5

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 20

-Employee's social security number For Official Use Only OMB No. 1545-0008

Other

OMB No. 1545-0008

Other

Send this entire page with

400-00-2073

22-9999999

9000.00

1000.00

Fruit Events

9000.00

558.00 122 Meeting Place Circle

9000.00

130.50 Owings Mills

MD

21117

Blue

Berry

1234 Fruit Loop

Towson

MD

21286

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