Appendix A Please use this information for your Tax Return and Paper.

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.

Kenneth Jones

SSN: 0XX-01-1XXX

Date of Birth (DOB): 05/27/1977

Gross Pay: $64,628

401(k) contributions: $5,250

Healthcare costs (payroll deductions): $2,438

Reported wages: $56,940

Social Security Wages: $62,190

Medicare Wages: $62,190

State Wages: $56,940

Taxes withheld:

Federal: $5,640

Social Security: $3,855.78

Medicare: $901.76

State: $723.56

SDI (mandatory disability insurance): $581.65

Employer: PointMark, INC

Address: 1111 One Park Place

City: One City

State: California

Zip code: 11111

Employer’s FED ID number: 33-01XXX11

Naomi Jones

SSN: 001-02-XXXX

DOB: 08/11/1980

Gross Pay: $58,192

401(k) contributions: $5,000

Healthcare costs (payroll deductions): $2,164

Reported wages: $51,028

Social Security Wages: $56,028

Medicare Wages: $56,028

State Wages: $51,028

Taxes withheld:

Federal: $4,704

Social Security: $3,473.74

Medicare: $812.41

State: $704.82

SDI (mandatory disability insurance): $523.73

Employer: CompanyOne

Address: 1111 Place Road

City: One City

State: California

Zip code: 11112

Employer’s FED ID number: 33-01XXX22

Dependent: Home address:

Derek Jones 123 Rolling Road

SSN: 001-XX-XX00 One City, CA 11111

DOB: 12/29/2013

Child Care Costs: $11,200

Child Care Provider: Kidland 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 $615,000

Cost basis (incurred three years prior) $400,000

Property Tax paid: $4,700

Mortgage Interest paid: $16,300