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2021 Workbook
Using Practice Lab 2021		Line #AndrewsBakerCaldwellCaldwell w/ SEDavenportDavenport w/ investEvans
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Training
Training
Training
Training
TrainingTrainingTraining
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Filing statusSHoHMFJMFJMFJMFJMFJ
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Wages1 23,450 32,189 34,800 34,800 36,652
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Tax-Exempt Interest2a 200 45
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Taxable Interest 2b 550 9 43 198
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 Qualified Dividends3a 268 222 425
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Ordinary Dividends 3b 414 414 366 816
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IRA Distributions4a
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Taxable IRA Distributions4b 3,000 3,000 12,856 12,856 7,765
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Pensions and Annuities5a 30,567 30,567 248,431
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Taxable Pensions & Annuities5b 24,784 24,784 12,884
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Social Security6a 24,919 24,919 14,673
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Taxable Social Security6b 11,185 8,983 12,472
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Capital Gains or (Loss)7 188 188 (3,000)(3,000)
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*Sch 1 line 10 Other Income8 675 4,453 1,300 6,173 0 0 7,469
from Sch 1 line 10
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Total Income9 24,675 36,651 39,702 44,575 48,825 44,032 75,256
calculated
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*Sch 1 line 26 Adjustments10 1,805 0 400 745 0 0 8,100
from Sch 1 line 26
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AGI11 22,870 36,651 39,302 43,830 48,825 44,032 67,156
calculated
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Standard/ Itemized Deductions12a 12,550 18,800 25,100 25,100 41,971 42,810 32,477
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Charitable Contributions12b 100 300 600 600
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Deductions (12a + 12b)12c 12,650 19,100 25,700 25,700 41,971 42,810 32,477
calculated
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Qualified Business Income Ded13 906 319
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Taxable income15 10,220 17,551 13,602 17,224 6,854 1,222 34,360
calculated
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Tax16 1,028 1,825 1,313 1,678 688 101 3,673
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Excess APTC (Sch 2)17
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Child/dependent tax credits19 0 198 1,000
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*Sch 3 Nonrefundable Credits20 120 200 1,313 1,480 0 0 1,393
from Sch 3 line 8
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*Sch 2 line 21 Other Taxes23 0 0 0 689 0 0 223
from Sch 2 line 21
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Total tax24 908 1,625 0 689 688 101 1,503
calculated
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 Federal Tax Withheld25d 2,070 3,500 3,700 3,700 5,890 5,890 7,103
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Estimated tax payments26 700 400
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EIC27a 876 1,404 684
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Prior year (2019) earned income27c
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Refundable/add'l Child Tax Credit28 1,500 1,800
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American Opportunity Credit29 978 978 925
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Recovery Rebate Credit30 1,400 1,400 1,400
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*Sch 3 Credits/Payments31 0 1,334 0 0 0 0 1,630
from Sch 3 line 15
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Total payments33 2,070 7,210 7,482 7,462 5,890 5,890 13,258
calculated
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Amount Overpaid(Refund)34 1,162 5,585 7,482 6,773 5,202 5,789 11,755
calculated
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Amount You Want Refunded35a
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Amount You Owe37
calculated
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*Sch 1 Taxable RefundS1-1
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Alimony receivedS1-2a 1,800
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Schedule CS1-3 4,873 1,584
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Sch. C Expenses 2,827 1,408
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Rent, royaltyS1-5 800
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UnemploymentS1-7 675 1,250
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Other income (total line 8) S1-9 2,653 1,300 1,300 3,835
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Total Additional Income S1-106754,4531,3006,173007,469
calculated
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Educator ExpenseS1-11 250 250 215
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Health Savings Account DedS1-13
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Ded Part of SE taxS1-15 345 112
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Self Employment Health InsS1-17 0
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Penalty early withdrawalS1-18 55 23
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Alimony paidS1-19a 3,600
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 IRA deductionS1-20 1,200 3,500
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 Student Loan InterestS1-21 550 650
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Jury duty pay to employerS1-24a 150 150
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Total AdjustmentsS1-26 1,805 0 400 745 0 0 8,100
calculated
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*Sch 2 Self Employment TaxS2-4 689 223
calculated
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Unreported SS taxS2-5
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Additional Tax on IRAs, etc.S2-8
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Repayment of FTHBCS2-10
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Total other taxesS2-21 0 0 0 689 0 0 223
calculated
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*Sch 3 Foreign Tax CreditS3-1 14 14 5
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Child & Dependent CareS3-2 0 0
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Education Credit - f8863S3-3 1,299 1,466 1,388
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Retirement Savings CreditS3-4 120 200
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Residential energy CreditsS3-5
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Total nonrefundable creditsS3-8 120 200 1,313 1,480 0 0 1,393
calculated
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Net Premium Tax CreditS3-9 934
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Sick/family Leave Credits (J-M)S3-13b 30
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Child & Dependent CareS3-13g 400 1,600
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Sick/family Leave Credits (A-D)S3-13h
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Total other pymts/refundable creditsS3-15 0 1,334 0 0 0 0 1,630
calculated
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*Schedule A MedicalS A 4 18,530 18,890 13,619
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Taxes you paidS A 7 8,924 9,403 8,644
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Interest S A 10 9,539 9,539 5,367
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Gifts to charityS A 14 4,978 4,978 3,275
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Other Itemized DeductionsS A 16 212
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Total Itemized DeductionsSch A 17 0 0 0 0 41,971 42,810 31,117
calculated
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