Completing Tax Forms for a Single Individual Claimed on Parents’ Taxes
Part 1: Complete the 1040EZ Form for Marisa with these directions:
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Enter Marisa’s Name, address, and social security number at the top of the 1040EZ form.
She does not want to donate to the Presidential Campaign Fund.
Enter her wages, tips, and other compensation from box 1 on her W-2 form onto line 1 of her
1040EZ
Enter her taxable interest from box 1 on her INT-1099 form onto line 2 of her 1040EZ
Marissa did not receive unemployment compensation nor Alaska Permanent Fund dividends
Add lines 1, 2, and 3 together. Place the total on line 4 of her 1040EZ
Marisa is claimed as a dependent on her parents’ return. Check “ YOU” on line 5, then complete
the worksheet on the back of the 1040EZ form. Enter the total from line G onto Line 5 of the
1040EZ
Enter her Federal income tax withheld from box 2 on her W-2 form onto line 7 of the 1040EZ
Marissa did not have Earned Income Credit, Nontaxable Combat Pay
Use the table to find her tax for line 10
If line 9 is larger than line 10, complete line 11a
If line 9 is smaller than line 10, complete line 12.
Part 2: Complete the Utah State Tax form for Marissa
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Enter Marisa’s name, address, and social security number at the top of the Utah State Tax Form
Her filing status is “Single”
She has 0 exemptions because her parents claim her on their taxes
She does not want to contribute to an Election Campaign Fund
Enter the amount from Line 4 of her 1040EZ onto line 4 of her Utah State Tax Form
She has no additions to her income
She has no additional deductions to her income.
Her Federal Standard Deduction for Line 12 is $5950
Line 14 should be “0”
She is not a qualified exempt taxpayer
She has no apportioanable nor nonapportionable nonrefundable credits
She does not want to make any contributions
This is not an amended return
She has no recapture of low-income housing credit
She has no Utah use tax
The Utah Tax withheld is found in box 17 of her W-2 form
She has no credit for Utah income taxes prepaid, no pass-through entity withholdings tax, no
mineral production withholding tax, and no refundable credits
If line 32 is larger than line 39, complete line 40
If line 32 is smaller than line 39, complete line 43
Completing Tax Forms for a Single Individual Not Claimed on Parents’ Taxes
Part 1: Complete the 1040EZ Form for Michael with these directions:
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Enter Michael’s Name, address, and social security number at the top of the 1040EZ form.
He does not want to donate to the Presidential Campaign Fund.
Enter his wages, tips, and other compensation from box 1 on her W-2 form onto line 1 of his
1040EZ
Enter his taxable interest from box 1 on is INT-1099 form onto line 2 of his 1040EZ
Michael did not receive unemployment compensation nor Alaska Permanent Fund dividends
Add lines 1, 2, and 3 together. Place the total on line 4 of his 1040EZ
Michael is not claimed as a dependent on his parents’ return. Enter $9,750 on line 5
Enter his Federal income tax withheld from box 2 on his W-2 form onto line 7 of the 1040EZ
Michael did not have Earned Income Credit, or Nontaxable Combat Pay
Use the tax table to find his tax for line 11
If line 9 is larger than line 10, complete line 11a
If line 9 is smaller than line 10, complete line 12 .
Part 2: Complete the Utah State Tax form for Michael
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Enter Michael’s name, address, and social security number at the top of the Utah State Tax Form
His filing status is “Single”
He has “1” exemption because his parents did not claim him on their taxes
He does not want to contribute to an Election Campaign Fund
Enter the amount from Line 4 of his 1040EZ onto line 4 of his Utah State Tax Form
He has no additions to his income
He has no additional deductions to his income.
His Federal Standard Deduction for Line 12 is $5950
Line 14 should be “0”
He has no Taxpayer tax credit
He is not a qualified exempt taxpayer
He has no apportioanable nor nonapportionable nonrefundable credits
He does not want to make any contributions
This is not an amended return
He has no recapture of low-income housing credit
He has no Utah use tax
The Utah Tax withheld is found in box 17 of his W-2 form
He has no credit for Utah income taxes prepaid, no pass-through entity withholdings tax, no
mineral production withholding tax, and no refundable credits
If line 32 is larger than line 39, complete line 40
If line 32 is smaller than line 39, complete line 43
Completing Tax Forms as a Married Couple
Instructions:
Part 1: Complete a 1040EZ form for Marisa and John Clark with these directions:
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Enter John and Marisas’ Names, address, and social security numbers
They do not want to donate to the Presidential Campaign Fund.
You will need to add their income together for line 1 of the EZ form
Their INT-1099 is attached for the taxable interest income
They have no unemployment and never lived in Alaska
Marisa and John cannot be claimed by any other person(s) as a dependent. Follow the directions
on Line 5 to determine the exemption/standard deduction amount.
Remember to add both of their federal withholdings for line 7 (box 2 of the W-2)
They do not have an earned income credit, and were never in combat.
Use the tax table to determine their tax for line 10
If they are getting a refund, complete through line 11. If they need to pay more in taxes, skip line
11 and complete line 12.
Part 2: Complete a Utah State Tax form for Marisa and John.
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They are married filing jointly with 2 exemptions (make sure box 2d says 2)
They have no additions to their income
They have no additional deductions and are not an exempt taxpayer.
For line 12, enter $11,900
They have no itemized deductions for line 14.
This is not an amended return, they do not want to make any contributions, and have no other
credits or deductions to claim.
Remember for line 33, add both of their state withholdings (box 17 of their W-2)
If they owe money, complete through line 39. If they are getting a refund, complete line 43.
Place a 0 on line 44.