Goal

The goal is to give you a hands-on experience similar to that of an accountant. You will do so by completing a 1040EZ Tax Form.

Procedure

Ask your teacher if he/she is providing you with a 1040EZ Tax Form and Instruction Booklet or if it is your responsibility to get your own. If you need to get your own form and booklet, they may be available at a local post office, library, state or federal government building, on the World Wide Web at www.irs.ustreas.gov, or via fax at 703-368-9494 (order fax #11329).

Now that you have the forms and booklet, use the W-2 form (Income and Taxes withheld) and Combined Tax statement (Interest Income) below to complete the tax form. You are completing the tax form for Whitney Accountant. She is single so there is no spouse.

Other information about Whitney that you will need to know to complete her tax return:

· Whitney received no unemployment compensation during 1997.

· Whitney's parents did not claim her on their tax return.

· Whitney had no Earned Income Credit.

Please note that if you are downloading forms and directions from the Internet you must install Adobe Acrobat reader. It is provided free from the web site listed above and may be downloaded from that web site. Adobe Acrobat reader is required to view and print PDF files.

A Control Number 5724 366 Year 1997	Copy C for Employees Record
B Employer's identification number 11099 1.	Wages tips and other compensation $37639.00 2.	Federal Income Tax withheld $6565.00
C Employer's name Jensen Accounting Company 540 Money Lane Boston, ID 83999	3. Social security wages $44,916.00   3. Medicare wages and tips $44916.00   7. Social security tips	4. Social Security tax $3004.84   Medicare tax $766.32       8. Allocated tips
D Employee's social security number 518-68-6055	9. Advance EIC payment	10. Dependent care benefits
E Employee's name, address, and Zip Code Whitney Accountant 323 Riverfront Road Boston, ID 83999	11. Nonqualified plans  13. See instructions for box 13  15.	12. Benefits included in box one  14. Other
16. State 17. Employers ID No. 18. State wages, tips, etc. 19. State income tax ID 127-3-38-2-0 $39,639.00 $2,445.00
W-2 Wage and Tax Statement 1997

Combined Tax Statement for Year 1997 Key Bank of Idaho PO Box 27124 Salt Lake City, UT 84127     Customer Name, Address Whitney Accountant 323 Riverfront Road Boston, ID 83999
Account number	Account type	IRS description	Amount
000000342938392	Savings	Interest Income	$340.00