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Appendix A
Please use this information for your Tax Return and Paper.
*All people, businesses, and information are fictional. Any relation to an actual person or business is accidental.


Harold Petersan
SSN: 0XX-01-1XXX
Date of Birth (DOB): 05/27/1975
Gross Pay: $51,750
401(k) contributions: $4,140
Healthcare costs (payroll deductions): $1347
Reported wages: $46,263
Social Security Wages: $50,403
Medicare Wages: $50,403
State Wages: $46,263
Taxes withheld:
Federal: $2896.06
Social Security: $3124.99
Medicare: $730.34
State: $682.38
sdi (mandatory disability insurance): $393.24
Employer: PointMark, INC
Address: 1111 One Park Place
City: One City
State: California
Zip code: 11111
Employer’s FED ID number: 33-01XXX11

Sarah Petersan
SSN: 001-02-XXXX
DOB: 08/11/1979
Gross Pay: $50,000
401(k) contributions: $4,000
Healthcare costs (payroll deductions): $1347
Reported wages: $44,653
Social Security Wages: $48,653
Medicare Wages: $48,653
State Wages: $44,653
Taxes withheld:
Federal: $2795.28
Social Security: $3016.49
Medicare: $704.98
State: $658.63
sdi (mandatory disability insurance): $379.55
Employer: CompanyOne
Address: 1111 Place Road
City: One City
State: California
Zip code: 11112
Employer’s FED ID number: 33-01XXX22


Dependent:
Tara Petersan
SSN: 001-XX-XX00
DOB: 12/29/2004

Child Care Costs: $10,320
Child Care Provider: fabulous daycare center
Address: 121 Place Road
City: One City
State: California
Zip code: 11111
Identifying number: 33-XXXX011

Life Change Events
Home Sale:
Primary residence sale price $520,000
cost basis (incurred three years prior) $300,000
Property Tax paid: $1,500
Mortgage Interest paid: $14,400




1. Tax Return Paper
Complete federal income tax forms for a married couple (information provided in Appendix A of the Appendix and Forms section under "Final Paper" in the left-hand navigation). It is up to the student which forms are used from the following list (blank copies of all forms are available in your classroom):
• Form 1040
• Form 1040A
• Schedule 1
• Schedule 2
• Schedule A
• Schedule B
• Schedule D
The assignment can be completed with or without the TaxAct CD that comes with the hard-copy of the text.
Upon completing the return, the student will submit a three to six page paper describing why they chose the forms and how the federal income tax return forms work. The student will submit both the tax return (all forms used) and the paper to their instructor. The Tax Return Paper must reflect college-level writing and thinking, and will contribute 15% to the course grade.
2. Writing the Paper
The Paper:
• Must be three to six double-spaced pages in length and formatted according to APA style as outlined in the approved APA style guide.
• Must include a cover page that includes:
• Title of paper
• Student's name
• Course name and number
• Instructor's name
• Date submitted
• Must include an introductory paragraph with a succinct thesis statement.
• Must address the topic of the paper with critical thought.
• Must conclude with a restatement of the thesis and a conclusion paragraph.
• Must use at least five professional resources, including a minimum of two from ProQuest.
• Must use APA style as outlined in the approved APA style guide to document all sources.
• Must include, on the final page, a Reference Page that is completed according to APA style as outlined in the approved APA style guide.

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