Form 1040A
Response to the following :
a. Robert A. Harrington (SSN 509-93-8830), a 66-year-old widower, is recently retired. He currently lives at 3487 S. Center, Salt Lake City, UT 84101-9876. During 2014, Robert received $6,000, from his IRA, of which 86.9% is taxable. He received $36,000 from his pension, of which 65% is taxable. He also received $9,200 in social security benefits. Robert made estimated payments totaling $3,000 during 2014, which he reports in the Payments section on Form 1040A. Prepare Robert's 2014 Form 1040A. He does not want $3 to go to the presidential election campaign fund. He signs and files his tax return on April 14, 2015
b. John J. (SSN 291-27-4631) and Madilyn (SSN 293-41-7032) Jackson are ages 66 and 65, respectively. Both are retired and have good vision. The Jacksons live at 4622 Beaver Lake Road, Blooming Grove, MN 55164. They file a joint tax return and claim no dependents. During 2014, the Jacksons received $3,517 from their traditional IRAs, all of which is taxable. They also received $30,000 from John's pension. John's exclusion ratio is 16%. The only other item of income for the Jacksons is $13,540 of social security benefits. Prepare the Jacksons' Form 1040A. Both want $3 to go to the presidential election campaign fund. They sign and date their return on February 7, 2015.