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 Use IRS Publication 972, and Form 1040 Instructions (Form 1040 instructions only up to page 98) to complete this tax topic.

Please note: Form 1040 Instructions (Form 1040 instructions only up to page 98) will be used for the rest of the topics in the initial tax preparer certification course. You will be responsible to answer questions from the Form 1040 instructions booklet (up to page 98) on every topic so read it carefully.



Andy (SSN 572-03-3300) lives with his wife Samantha Garcia (SSN 578-58-8471) with whom he has three children.

The children are:
bullet Anthony Brown (SSN 610-13-6440) DOB 8-16-2001
bullet Amy Brown (SSN 604-13-6462) DOB 3-10-2000
bullet Leticia Brown (SSN 611-12-4011) DOB 4-18-1998

Andy's Income:
bullet Bank interest income $19.00
bullet Unemployment compensation $220.00

Samantha does not have any income to report.

Forms you need to complete tax return: Form 1040A , and Form 8812. You may also need Form 1040A instructions to look up the tax and other items. Get all their basic information from the following W2, including income information.