Review your print out for checklist items.

Form
1040 U.S. Individual Income Tax Return 2018
Department of the Treasury—Internal Revenue Service (99)
OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space.

Filing status: Single Married filing jointly Married filing separately Head of household Qualifying widow(er)
Your first name and initial Last name Your social security number
Cindy K Krueger 394-64-5969
Your standard deduction: Someone can claim you as a dependent You were born before January 2, 1954 You are blind
If joint return, spouse's first name and initial Last name Spouse’s social security number

Spouse standard deduction: Someone can claim your spouse as a dependent Spouse was born before January 2, 1954 Full-year health care coverage
Spouse is blind Spouse itemizes on a separate return or you were dual-status alien or exempt (see inst.)

Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
(see inst.)
435 Harrison St You Spouse
City, town or post office, state, and ZIP code. If you have a foreign address, attach Schedule 6. If more than four dependents,
Waterloo WI 53594 see inst. and  here a
Dependents (see instructions): (2) Social security number (3) Relationship to you (4)  if qualifies for (see inst.):
(1) First name Last name Child tax credit Credit for other dependents

Sign Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true,
correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here Your signature Date Your occupation If the IRS sent you an Identity Protection
F

Joint return? PIN, enter it

See instructions.
Teacher here (see inst.)
Keep a copy for Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent you an Identity Protection
your records. PIN, enter it
here (see inst.)
Preparer’s name Preparer’s signature PTIN Firm’s EIN Check if:
Paid 3rd Party Designee
Preparer Self-employed
Use Only Firm’s name a Self-Prepared Phone no.
Firm’s address a
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2018)

Form 1040 (2018) Page 2

1 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . 1 60,014.
2a Tax-exempt interest . . . 2a b Taxable interest . . . 2b
Attach Form(s)
W-2. Also attach 3a Qualified dividends . . . 3a b Ordinary dividends . . 3b
Form(s) W-2G and
1099-R if tax was 4a IRAs, pensions, and annuities . 4a b Taxable amount . . . 4b
withheld. 5a Social security benefits . . 5a b Taxable amount . . . 5b
6 Total income. Add lines 1 through 5. Add any amount from Schedule 1, line 22 0. . . . . . 6 60,014.
7 Adjusted gross income. If you have no adjustments to income, enter the amount from line 6; otherwise,
Standard subtract Schedule 1, line 36, from line 6 . . . . . . . . . . . . . . . . . 7 57,764.
Deduction for— 8 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . . . 8 12,000.
• Single or married
filing separately, 9 Qualified business income deduction (see instructions) . . . . . . . . . . . . . . 9
$12,000 45,764.
10 Taxable income. Subtract lines 8 and 9 from line 7. If zero or less, enter -0- . . . . . . . . 10
• Married filing
jointly or Qualifying 11 a Tax (see inst.) 6,010. (check if any from: 1 Form(s) 8814 2 Form 4972 3 )
widow(er),
$24,000 b Add any amount from Schedule 2 and check here . . . . . . . . . . . . a 11 6,010.
• Head of 12 a Child tax credit/credit for other dependents b Add any amount from Schedule 3 and check here a 12
household,
$18,000 13 Subtract line 12 from line 11. If zero or less, enter -0- . . . . . . . . . . . . . . 13 6,010.
• If you checked 14 Other taxes. Attach Schedule 4 . . . . . . . . . . . . . . . . . . . . 14 0.
any box under
Standard 15 Total tax. Add lines 13 and 14 . . . . . . . . . . . . . . . . . . . . 15 6,010.
deduction,
see instructions. 16 Federal income tax withheld from Forms W-2 and 1099 . . . . . . . . . . . . . 16 8,485.
17 Refundable credits: a EIC (see inst.) No b Sch. 8812 c Form 8863
Add any amount from Schedule 5 . . . . . . . . . . . . . . 17
18 Add lines 16 and 17. These are your total payments . . . . . . . . . . . . . . 18 8,485.
Refund 19 If line 18 is more than line 15, subtract line 15 from line 18. This is the amount you overpaid . . . . 19 2,475.
20a Amount of line 19 you want refunded to you. If Form 8888 is attached, check here . . . . a 20a 2,475.
Direct deposit? a b Routing number 0 7 5 9 0 7 0 9 9 a c Type: Checking Savings
See instructions.
a d Account number 4 0 4 1 2 8
21 Amount of line 19 you want applied to your 2019 estimated tax . . a 21
Amount You Owe 22 Amount you owe. Subtract line 18 from line 15. For details on how to pay, see instructions . . . a 22
23 Estimated tax penalty (see instructions) . . . . . . . . a 23
Go to www.irs.gov/Form1040 for instructions and the latest information. BAA REV 07/19/20 Intuit.cg.cfp.sp Form 1040 (2018)
SCHEDULE 1 OMB No. 1545-0074
Additional Income and Adjustments to Income
2018
(Form 1040)
(Rev. January 2020) a Attach to Form 1040.
Department of the Treasury Attachment
Internal Revenue Service
a Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 01
Name(s) shown on Form 1040 Your social security number
Cindy K Krueger 394-64-5969
Additional 1–9b Reserved . . . . . . . . . . . . . . . . . . . . . . . . 1–9b
10 Taxable refunds, credits, or offsets of state and local income taxes . . . . . 10 0.
Income
11 Alimony received . . . . . . . . . . . . . . . . . . . . . . 11
12 Business income or (loss). Attach Schedule C or C-EZ . . . . . . . . . 12
13 Capital gain or (loss). Attach Schedule D if required. If not required, check here a 13
14 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . 14
15a Reserved . . . . . . . . . . . . . . . . . . . . . . . . 15b
16a Reserved . . . . . . . . . . . . . . . . . . . . . . . . 16b
17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 17
18 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . 18
19 Unemployment compensation . . . . . . . . . . . . . . . . . 19
20a Reserved . . . . . . . . . . . . . . . . . . . . . . . . 20b
21 Other income. List type and amount a 21
22 Combine the amounts in the far right column. If you don’t have any adjustments to
income, enter here and include on Form 1040, line 6. Otherwise, go to line 23 . . 22 0.
Adjustments 23 Educator expenses . . . . . . . . . . . . 23 250.
24 Certain business expenses of reservists, performing artists,
to Income and fee-basis government officials. Attach Form 2106 . . 24
25 Health savings account deduction. Attach Form 8889 . 25
26 Moving expenses for members of the Armed Forces.
Attach Form 3903 . . . . . . . . . . . . 26
27 Deductible part of self-employment tax. Attach Schedule SE 27
28 Self-employed SEP, SIMPLE, and qualified plans . . 28
29 Self-employed health insurance deduction . . . . 29
30 Penalty on early withdrawal of savings . . . . . . 30
31a Alimony paid b Recipient’s SSN a 31a
32 IRA deduction . . . . . . . . . . . . . . 32
33 Student loan interest deduction . . . . . . . . 33 2,000.
34 Tuition and fees. Attach Form 8917 . . . . . . . 34
35 Reserved . . . . . . . . . . . . . . . 35
36 Add lines 23 through 35 . . . . . . . . . . . . . . . . . . . 36 2,250.
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 1 (Form 1040) 2018
REV 07/19/20 Intuit.cg.cfp.sp
 Tax History Report 2018
G Keep for your records

Name(s) Shown on Return

Cindy K Krueger

Five Year Tax History:

2014 2015 2016 2017 2018

Filing status Single Single

Total income 58,990. 60,014.

Adjustments to income 2,000. 2,250.

Adjusted gross income 56,990. 57,764.

Tax expense 3,330. 3,402.

Interest expense

Contributions

Misc. deductions

Other itemized ded’ns

Total itemized/
standard deduction 6,350. 12,000.

Exemption amount 8,100. 0.

QBI deduction

Taxable income 42,540. 45,764.

Tax 6,370. 6,010.

Alternative min tax

Total credits 1,000.

Other taxes 0. 0.

Payments 9,911. 8,485.

Form 2210 penalty

Amount owed

Applied to next
year’s estimated tax

Refund 4,541. 2,475.

Effective tax rate % 9.42 10.40

**Tax bracket % 25.0 22.0

**Tax bracket % is based on Taxable income.

IMPORTANT DISCLOSURES

If you are owed a federal tax refund, you have a right to choose how you will receive the
refund. There are several options available to you. Some options cost money and some
options are free. Please read about these options below.

You can file your federal tax return electronically or by paper and obtain your federal tax refund directly
from the Internal Revenue Service ("IRS") for free. If you file your tax return electronically, you can
receive a refund check directly from the IRS through the U.S. Postal Service in 21 to 28 days
from the time you file your tax return or the IRS can deposit your refund directly into your
bank account in less than 21 days from the time you file your tax return unless there are
delays by the IRS. If you file a paper return through the U.S. Postal Service, you can receive
a refund check directly from the IRS through the U.S. Postal Service in 6 to 8 weeks from the
time the IRS receives your return or the IRS can deposit your refund directly into your bank
account in 6 to 8 weeks from the time the IRS receives your return. However, if your return
contains Earned Income Tax Credit or Additional Child Tax Credit, the IRS will issue your
refund no earlier than February 15, 2019.

You can file your tax return electronically, select the Refund Processing Service ("RPS")
for an additional fee of $39.99 (the "RPS fee"), and have your federal income tax refund processed
through a processor using bank services of a financial institution. The RPS allows your refund to
be deposited into a bank account intended for one-time use at Civista Bank ("Bank") and deducts
your TurboTax fees and other fees you authorize from your refund. The balance is delivered to you
via the disbursement method you select. If you file your tax return electronically and select the
RPS, the IRS will deposit your refund with Bank. Upon Bank's receipt of your refund, Santa Barbara Tax
Products Group, LLC, a processor, will deduct and pay from your refund the RPS fee, any fees
charged by TurboTax for the preparation and filing of your tax return and any other amounts
authorized by you and disburse the balance of your refund proceeds to you. Unless there are delays
by the IRS, refunds are received in less than 21 days from the time you file your tax return
electronically. However, if your return contains Earned Income Tax Credit or Additional Child Tax
Credit, the IRS will issue your refund no earlier than February 15, 2019.

The RPS is not necessary to obtain your refund. If you have an existing bank account,
you do not need to use the RPS, which requires the payment of a fee, in order to receive a
direct deposit from the IRS. You may consult the IRS website (irs.gov) for information
about tax refund processing.

If you select the RPS, no prior debt you may owe to Bank will be deducted from your
refund.

You can change your income tax withholdings which might result in you receiving additional
funds throughout the year rather than waiting to receive these funds potentially in an
income tax refund next year. Please consult your employer or tax advisor for additional
details.

Information regarding low-cost deposit accounts may be available at www.mymoney.gov .

The chart below shows the options for filing your tax return (e-file or paper return), the RPS
product, refund disbursement options, estimated timing for obtaining your tax refund
proceeds, and costs associated with the various options.
 WHAT TYPE WHAT ARE YOUR WHAT IS THE WHAT COSTS DO YOU
OF FILING DISBURSEMENT ESTIMATED TIME TO INCUR IN ADDITION
METHOD? OPTIONS? RECEIVE REFUND? TO TAX PREPARATION
FEES?

PAPER RETURN IRS direct deposit to Approximately No additional cost.

your personal bank 6 to 8 weeks 2
No Refund Processing account.
Service
Check mailed by IRS Approximately
to address on tax 6 to 8 weeks 2
return.

ELECTRONIC IRS direct deposit to Usually within 21 days2 No additional cost.

FILING your personal bank
(E-FILE) account.

No Refund Processing Check mailed by IRS Approximately

Service to address on tax 21 to 28 days 2
return.

ELECTRONIC (a) Direct deposit to Usually within $ 39.99

FILING your personal bank 21 days 2
(E-FILE) account, or

Refund Processing (b) Load to your

Service prepaid card 1.

1 Youmay incur additional charges from the issuer of the prepaid card if you select to have your tax
refund loaded on a prepaid debit card. Bank is not affiliated with the issuer of the prepaid card.

2 However, if your return contains Earned Income Tax Credit or Additional Child Tax Credit, the IRS
will issue your refund no earlier than February 15, 2019.

Questions? Call 1-877-908-7228

 1040 WORKSHEET 2018
NOTE: Form 1040 and new Schedules 1-6 are fully calculated.

Use the 1040 Worksheet to enter all data which will flow to the Form 1040 and Schedules 1- 6.
Use these QuickZooms to jump to the entry sections for Schedules 1- 6 on the 1040 Worksheet:
1040 Worksheet Navigation QuickZooms
QuickZoom to Schedule 1 - Additional Income and Adjustments
QuickZoom to Schedule 2 - Tax section
QuickZoom to Schedule 3 - Nonrefundable credits
QuickZoom to Schedule 4 - Other Taxes
QuickZoom to Schedule 5 - Other Payments and Refundable Credits
QuickZoom to Schedule 6 - Foreign Address and Third Party Designee

Form 1040 - Personal Info, Filing Status, Dependent Info

For the year January 1 - December 31, 2018, or other tax year
beginning , 2018, ending , 20 .

Your First Name MI Last Name Your Social Security No.

Cindy K Krueger 394-64-5969
If Joint Return, Spouse’s First Name MI Last Name Spouse’s Social Security No.

Home Address (No. and Street). If You Have a P.O. Box, See Instructions. Apt. No.
435 Harrison St
City, Town or Post Office. If you have a foreign address, also complete below. State ZIP Code
Waterloo WI 53594

Schedule 6 - Foreign Address

Foreign country name Foreign province/state/county Foreign postal code

QuickZoom to explanation statement for overseas extension

Form 1040 - Personal Info, Filing Status, Dependent Info (cont’d)

Presidential Election Campaign

Checking a box below will not change your tax or refund.
Check here if you, or your spouse if filing jointly, want $3 to go to this fund You Spouse

Filing Status
Check only one box.
All entries for filing status and dependents should be made on the Federal Information Worksheet.

X Single
Married filing jointly (even if only one had income)
Married filing separately. Enter spouse’s SSN above and full name here.

Head of household (with qualifying person). (See instr.) If the qualifying person is a child but not
your dependent, enter this child’s name here.
Qualifying widow(er) (See instructions)

If more than four dependents, see instructions and check here

Dependents:
(1) First name Last name (2) (3) (4)
Dependent’s Dependent’s b if qualifies for (see instr):
social security relationship under age Credit for
number to you 17 qualify- other
ing for child dependents
tax credit

QuickZoom to the Federal Information Worksheet

QuickZoom to the Dependent and Nondependent Information Worksheet
Cindy K Krueger 394-64-5969 Page 2

Form 1040, Identifying Information (cont’d)

Someone can claim you as a dependent

Someone can claim your spouse as a dependent

a Check if: You were born before January 2, 1954, Blind.

Spouse was born before January 2, 1954, Blind.
Total boxes checked a
b If your spouse itemizes on a separate return or you were a
dual-status alien, check here b

Form 1040 Lines 1-5

1 Wages, salaries, tips, etc. Attach Form(s) W-2 1 60,014.

2a Tax-exempt interest
b Taxable interest 2b
3a Qualified dividends (see instructions)
b Ordinary dividends. Attach Schedule B if required 3b
4 IRA distributions
Taxable amount (see instructions)
Pensions and annuities
Taxable amount (see instructions) 4b
5 a Social security benefits
b Taxable amount (see instructions) 5b
QuickZoom to Schedule 1 - Additional Income and Adjustments

Form 1040, Lines 6 and 7

6 Total income. Add lines 1 through 5b and Schedule 1, line 22 6 60,014.

7 Adjusted gross income. If you have no adjustments to income, enter the
amount from line 6; otherwise, subtract Schedule 1, line 36, from line 6 7 57,764.
AGI including excludable Puerto Rico Income 57,764.

Form 1040, Line 8 - Standard or Itemized Deduction

8 Standard deduction or itemized deductions (from Schedule A)

Standard Deduction for -
@ People who checked blind or over 65 or who can be claimed
as a dependent, see instructions.
@ All others:
? Single or Married filing separately: $12,000
? Married filing jointly or Qualifying widow(er): $24,000
? Head of household: $18,000
QuickZoom to the Standard Deduction Worksheet
Itemized deductions (from Schedule A) or your standard
deduction, see above 8 12,000.
Subtract itemized or standard deduction from adjusted gross income amount 45,764.
Cindy K Krueger 394-64-5969 Page 3

Form 1040, Lines 9-11

9 Qualified business income deduction (see instructions) 9

10 Taxable income. Subtract lines 8 and 9 from line 7. If zero or less,
enter -0- 10 45,764.

11
a Tax. (see instructions). Check if any from:
1 Form(s) 8814
2 Form 4972
3 6,010.
b Total tax. Add any amount from Schedule 2 and check here 11 6,010.
QuickZoom to Schedule 2 - Tax section

Form 1040, Line 12 -15

12 a Child tax credit/credit for other dependents 12a

b Add any amount from Schedule 3 and check here 12
13 Subtract line 12 from line 11. If zero or less, enter -0- 13 6,010.
14 Other taxes. Attach Schedule 4 14 0.
15 Total tax. Add lines 13 and 14 15 6,010.
QuickZoom to Schedule 3 - Nonrefundable credits
QuickZoom to Schedule 4 - Other Taxes

Form 1040, Lines 16-17

16 Federal income tax withheld from Forms W-2 and 1099 16 8,485.
17 a Earned income credit (EIC) No
Nontaxable combat pay election
b Additional child tax credit. Attach Schedule 8812
c American opportunity credit from Form 8863, line 8
Add lines 17a,b,c and any amount from Schedule 5 17
18 Add Lines 16 and 17.
These are your total payments 18 8,485.
QuickZoom to Schedule EIC Worksheet, pg 2 if credit is not calculated QuickZoom
QuickZoom to "due diligence checklist" substitute for Form 8867 QuickZoom
QuickZoom to Schedule 5 - Other Payments and Refundable Credits QuickZoom

Form 1040, Lines 19-21

Refund:
19 If total Payments is more than total tax, subtract total tax from payments
This is the amount you overpaid 19 2,475.
20 a Amount of overpayment you want refunded to you.
If Form 8888 is attached, check here 20 2,475.
b Routing number 075907099
c Type:
X Checking
Savings
d Account number 404128
21 Amount of overpayment on line 19 you want applied to
your 2019 estimated tax

Form 1040, Lines 22-23

Amount You Owe:

22 Subtract line total payments from total tax 22
23 Estimated tax penalty (see instructions) 23

QuickZoom to Late Penalties and Interest Worksheet QuickZoom

Cindy K Krueger 394-64-5969 Page 4

Schedule 1 - Additional Income and Adjustments

1-9b Reserved
10 Taxable refunds, credits, or offsets of state and local income taxes (see instr.) 10 0.
11 Alimony received Taxpayer Spouse 11
12 Business income or (loss). Attach Schedule C or C-EZ 12
13 Capital gain or (loss). Attach Schedule D if required.
If not required, check here 13
14 Other gains or (losses). Attach Form 4797 14
17 Rental real estate, royalties, partnerships, S corporations, trusts, etc.
Attach Schedule E 17
18 Farm income or (loss). Attach Schedule F 18
19 Unemployment compensation (see instr.) 19
21 Other income. List type and amount (see instructions).

21
22 Combine the amounts in the far right column for lines 10 through 21.
Enter here and include on Form 1040, line 6 field to left of amount field. 22 0.
Total Income. Combine Form 1040 lines 1- 5b and Schedule 1, line 22 , enter
on Form 1040, line 6. 60,014.
Quickzoom to 1040 Workhseet, line 6 - Total Income QuickZoom

Schedule 1 - Adjustments to Income

23 Educator expenses 23 250.

24 Certain business expenses of reservists, performing
artists, and fee-basis government officials.
Attach Form 2106 24
25 Health savings account deduction. Attach Form 8889 25
26 Moving expenses. Attach Form 3903 26
27 Deductible part of self-employment tax.
Attach Schedule SE 27
28 Self-employed SEP, SIMPLE, and qualified plans 28
29 Self-employed health insurance deduction 29
30 Penalty on early withdrawal of savings 30

Alimony Paid Smart Worksheet

Recipient’s name Recipient’s SSN Alimony paid

A
B

31 a Alimony paid
b Recipient’s SSN G 31 a
32 IRA deduction 32
33 Student loan interest deduction 33 2,000.
34 Tuition and fees. Attach Form 8917 34
35 Reserved 35
36 Add lines 23 through 35 36 2,250.
Cindy K Krueger 394-64-5969 Page 5

Schedule 2 - Tax

38-44 Reserved 38-44

45 Alternative minimum tax (see instructions). Attach Form 6251 45
46 Excess advance premium tax credit repayment. Attach Form 8962 46
47 Add the amounts in the far right column. Enter here and include on
Form 1040, line 11 47

Schedule 3 - Nonrefundable Credits

48 Foreign tax credit. Attach Form 1116 if required 48

49 Credit for child and dependent care expenses.
Attach Form 2441 49
50 Education credits from Form 8863, line 19 50
51 Retirement savings contributions credit.
Attach Form 8880 51
52 Reserved 52
53 Residential Energy Credit. Attach Form 5695 53
54 Other credits from Form:
a 3800
b 8801
c 54
55 Add lines 12a, and 48 through 54. These are your total credits 55
a If amount on line 55 above includes Schedule 3 amount, check here
b Total non-refundable credits
c Subtract total credits on line 55 from total tax above 6,010.
Quickzoom to 1040 Workhseet, line 15 - Total Tax QuickZoom

Schedule 4 - Other Taxes

57 Self-employment tax.
Attach Schedule SE 57
58 Unreported social security and Medicare tax from Form:
a 4137 b 8919
Explain underreported tips 58
59 Additional tax on IRAs, other qualified retirement plans, etc.
Attach Form 5329 if required 59
60 a Household employment taxes from Schedule H 60 a
b First-time homebuyer credit repayment. Attach Form 5405 if required b
61 Health care: Individual responsibility. Full-year coverage X 61 0.
62 Taxes from:
a Form 8959
b Form 8960
c Instructions; enter code(s) 62
63 Section 965 net tax liability installment from
Form 965-A 63
64 Add lines 57 through 62. Total Other taxes amount 64 0.
Tax after credits: Add lines 64 and line 55c 6,010.
Cindy K Krueger 394-64-5969 Page 6

Schedule 5 - Other Payments and Refundable Credits

65 Reserved for future use 65

66 2018 estimated tax payments and amount applied
from 2017 return 66
67 Reserved for future use 67
68 Reserved for future use 68
69 Reserved for future use 69
70 Net premium tax credit. Attach Form 8962 70
71 Amount paid with request for extension to file 71
72 Excess social security and tier 1 RRTA tax withheld 72
73 Credit for federal tax on fuels. Attach Form 4136 73
74 Credits from Form:
a 2439
b Reserved
c 8885
d 74
75 Add lines 66, and 70 through 74.
These are your total payments 75 8,485.
Amount included above on line 75 from Schedule 5
Amount included above on line 75 from Form 1040, line 17

Schedule 6 - Third Party Designee

Do you want to allow another person to discuss this return

with the IRS (see instructions)? Yes. Complete the following. X No
Designee’s Name
Phone No. Personal Identification Number (PIN)

Signature and Paid Preparer

Sign Here
Joint return? See instructions.
Keep a copy of this return for your records.

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and
statements, and to the best of my knowledge and belief, they are true, correct, and accurately list all
amounts and sources of income I received during the year. Declaration of preparer (other than taxpayer)
is based on all information of which preparer has any knowledge.
If the IRS sent you
an Identity Protection
Your Signature Date Your Occupation PIN, enter it here
Teacher G
Spouse’s Signature. If joint, both must sign. Date Spouse’s Occupation
G
Daytime Phone No.
(414)491-6494
Paid Preparer’s Use Only
Print/Type Preparer’s name Preparer’s PTIN Check if:
3rd Party Designee
Preparer’s Signature Self-employed

Firm’s Adress (or yours if self-employed) Firm’s EIN. Phone No.

Self-Prepared
State ZIP Code

Filing Address Information

Send Form 1040 to: Department of the Treasury
Internal Revenue Service
Fresno, CA 93888-0002

Date
 Form 8960 Form 8960 Worksheet 2018
Lines 4b, 5b, 7, 9, 10

Name(s) Shown on Return Your SSN

Cindy K Krueger 394-64-5969

Line 4b - Adjustment for trade or business income or loss

(a) Activity name (b) Gain or

loss

Enter additional adjustments not included above:

Adjustment for trade or business income not subject to net investment tax

Line 5b - Adjustment for gain or loss on dispositions

(a) Activity name (b) Gain or

loss

Capital loss carryover adjustment from 2017 for net investment tax purposes
Enter additional adjustments not included above and check the box if a capital gain or loss:

Net gain or loss from disposition of property not subject to net investment tax

Capital gain/loss not included in net investment income

(a) Activity name (b) Capital

Gain or Loss

Capital gain or loss from sale of property not subject to net investment income tax

Calculation of line 5b adjustment due to capital loss carryforward

1 Net capital loss not included in net investment income 1 0.

2 Capital loss carryover to next year 2
3 Lesser of line 1 or line 2 (Included as an adjustment on line 5b table above) 3 0.

Line 7 - Other modifications to investment income

1 Casualty and theft losses reported on Schedule A, line 20 1

2 Amounts reported on Form 8814, line 12 2
3 Adjustment for distributions from estates and trusts 3
4 Schedules C and F income/loss included in net investment income 4
5 Substitute interest and dividend payments 5
6 Recovery of a prior year deduction 6
7 7

8 Total other modifications to investment income 8

Cindy K Krueger 394-64-5969 Page 2

Line 9b - State, local, and foreign income taxes allocable to net investment income

1 State and local income taxes 1

2 Investment income 2
3 Total adjusted gross income 3
4 Divide line 2 by line 3. Enter result as a decimal amount 4
5 State and local income taxes allocable to investment income 5
6 State and local taxes (Schedule A, line 5e) 6
7 Lesser of line 5 or line 6 7
8 Foreign income taxes 8
9 Foreign income taxes allocable to investment income. Line 8 times line 4. 9
10 Add lines 7 and 9. State, local and foreign income taxes allocable to
investment income 10

Lines 9 and 10 - Application of Itemized Deduction Limitations Worksheet

Part III - Application of Section 68 to Deductions Properly Allocable to Investment Income

1 Reserved 1
2 Enter the amount of state, local, and foreign income taxes that are properly
allocable to investment income 2
3 Enter the amount of other Itemized Deductions subject to the section 68
limitation and properly allocable to investment income before any itemized
deduction limitation:

3
4 Enter the total deductions properly allocable to investment income subject to
the section 68 limitation. Enter the sum of lines 1 through 3 4
5 Enter the amount of total itemized deductions allowed after the section 68
limitation. Form 1040, line 8 5
6 Enter all other itemized deductions allowed but not subject to the section 68
deduction limitation: 6
7 Subtract line 6 from line 5 7
8 Enter the lesser of line 7 or line 4 8
Cindy K Krueger 394-64-5969 Page 3

Part IV - Reconciliation of Schedule A Deductions to Form 8960 plus additional expenses, lines 9 and 10
(A) (B) (C)
Reenter the amounts and descriptions from Part III, lines 1-3 Fraction Column A
(see Help) times B
Miscellaneous Itemized Deductions properly allocable to Investment
Income reportable on Form 8960, line 9c:
1 Reserved

2 State, local, and foreign income taxes x =

Itemized Deductions Subject to Section 68 reportable on Form 8960, line 10:

3 x =
x =
x =
x =
Penalty on early withdrawal of savings
Other modifications:

Total additional modifications to Form 8960, line 10

Calculation of Former Passive Activity Suspended Losses Allowed as Deduction Against NII

1) Former Passive Activity Suspended Losses

(a) Activity name (b) Suspended (c) Suspended (d) Used against (e) Used against
12/31/2017 12/31/2018 activity other passive

2) Former Passive Activity Suspended Losses - Schedule D

(a) Activity name (b) Suspended (c) Suspended (d) Used against (e) Used against
12/31/2017 12/31/2018 activity other passive

3) Former Passive Activity Suspended Losses - Form 4797

(a) Activity name (b) Suspended (c) Suspended (d) Used against (e) Used against
12/31/2017 12/31/2018 activity other passive
 Federal Information Worksheet 2018
G Keep for your records
Part I ' Personal Information
Information in Part I is completely calculated from entries on Personal Information Worksheets.
Taxpayer: Spouse:
First name Cindy First name
Middle initial K Suffix Middle initial Suffix
Last name Krueger Last name
Social security no. 394-64-5969 Social security no.
Occupation Teacher Occupation
Date of birth 11/30/1959 (mm/dd/yyyy) Date of birth (mm/dd/yyyy)
Age as of 1-1-2019 59 Age as of 1-1-2019
Daytime phone (414)491-6494 Ext Daytime phone Ext
Legally blind Legally blind
Date of death Date of death
Dependent of Someone Else: Dependent of Someone Else:
Can taxpayer be claimed as dependent of another Can spouse be claimed as dependent of another
person (such as parent)? Yes X No person (such as parent)? Yes No
If yes, was taxpayer claimed as dependent on that If yes, was spouse claimed as dependent on that
person’s return? Yes X No person’s return? Yes No
Credit for the Elderly or Disabled (Schedule R): Credit for the Elderly or Disabled (Schedule R):
Is the taxpayer retired on total Is the spouse retired on total
and permanent disability? Yes No and permanent disability? Yes No
Presidential Election Campaign Fund: Presidential Election Campaign Fund:
Does the taxpayer want $3 to go to the Presidential Does the spouse want $3 to go to the Presidential
Election Campaign Fund? Yes X No Election Campaign Fund? Yes No
Part II ' Address and Federal Filing Status (enter information in this section)
US Address:
Address 435 Harrison St Apt no.
City Waterloo State WI ZIP code 53594
Foreign Address: Check this box to use foreign address
Address Apt no.
City
Foreign code Foreign country
Foreign province/county Foreign postal code
APO/FPO/DPO address, check if appropriate APO FPO DPO
Home phone
Check to print phone number on Form 1040 Home X Taxpayer daytime Spouse daytime
Federal filing status:
X 1 Single
2 Married filing jointly
3 Married filing separately
Check this box if you did not live with your spouse at any time during the year
Check this box if you are eligible to claim your spouse’s exemption/blind/over age 65 (see Help)
4 Head of household
If the ’qualifying person’ is your child but not your dependent:
Child’s First name MI Last Name Suff
Child’s social security number
5 Qualifying widow(er)
Check the appropriate box for the year your spouse died 2016 2017
Are you a dependent with a qualifying child Yes No
Enter qualifying person’s name:
Child’s First name MI Last Name Suff
Child’s social security number
Part III ' Dependent/Earned Income Credit/Child and Dependent Care Credit Information
Information in Part III is completely calculated from entries on Dependent/Nondependent Info Worksheets.
Date of birth Date of death Not
(mm/dd/yyyy) (mm/dd/yyyy) qual
credit
Qualified other
Not child/dep Lived dep
C qual care exps with Educ *
Social security o for incurred E taxpyr Tuitn D
First name MI number d child and paid I in and e
Last name Suff Relationship Age e tax cr 2018 C U.S. Fees p
Bridget C 393-21-6746 05/24/2001 X
Krueger Daughter 17 Q X E 12 No

* "Yes" - qualifies as dependent, "No" - does not qualify as dependent

Cindy K Krueger 394-64-5969 Page 2

Part IV ' Earned Income Credit Information (you must answer these questions to calculate EIC)
Is the taxpayer or spouse a qualifying child for EIC for another person? Yes No
Was the taxpayer’s (and spouse’s if married filing jointly) home in the United States
for more than half of 2018? Yes No
If the SSN of the taxpayer, or spouse if married filing jointly, was obtained to
get a federally funded benefit, such as Medicaid, and the Social Security card
contains the legend Not Valid for Employment, check this box (see Help)
Check if you are filing head of household and your spouse is a nonresident alien
and you lived with your spouse during the last six months of 2018
Check if you were notified by the IRS that EIC cannot be claimed in 2018 or
if you are ineligible to claim the EIC in 2018 for any other reason

Part V ' Direct Deposit or Direct Debit Information (not applicable for Form 9465)

Do you want to elect direct deposit of any federal tax refund? X Yes No

Do you want to elect direct debit of federal balance due (Electronic filing only)? Yes No

If you selected either of the options above, fill out the information below:
Name of Financial Institution (optional) Farmers and Merchants State Bank
Check the appropriate box Checking X Savings
Routing number 075907099 Account number 404128

Enter the following information only if you are requesting direct debit of balance due:
Enter the payment date to withdraw from the account above
Balance-due amount from this return

Part VI ' Additional Information for Your Federal Return

Standard Deduction/Itemized Deductions:
Check this box if you are itemizing for state tax or other purposes even though your itemized
deductions are less than your standard deduction
Check this box if you are married filing separately and your spouse itemized deductions
Check this box to take the standard deduction even if less than itemized deductions

Real Estate Professionals:

Do you or your spouse qualify for the special passive activity rules for
taxpayers in real property business? (see Help) Yes No

Credit for Qualified Retirement Savings Contributions (Form 8880):

Is the taxpayer a full-time student? Yes No
Is the spouse a full-time student? Yes No

American Opportunity and Lifetime Learning Credit, and Tuition and Fees Deduction (Form 8863 and 8917)
For 2018, were you (or your spouse if married) a nonresident alien for any part
of the year, and did not elect to be treated as a resident alien? Yes No

Foreign Tax Credit (Form 1116):

Check this box to file Form 1116 even if you’re not required to file Form 1116
Resident country USA

Excludable Income from Am. Samoa, Guam, Commonwealth of the N. Mariana Islands, or Puerto Rico:
Excludable income of bona fide residents of American Samoa, Guam, or the
Commonwealth of the Northern Mariana Islands
Excludable income from Puerto Rico

Dual Status Alien Return:

Check this box if you are a dual-status alien
Check this box to print ’DUAL-STATUS STATEMENT’ on Form 1040

Third Party Designee:

Caution: Review transferred information for accuracy.
Do you want to allow another person to discuss this return with the IRS? Yes No
If Yes, complete the following:
Third party designee name
Third party designee phone number
Personal Identification number (enter any 5 numbers)
Cindy K Krueger 394-64-5969 Page 3

Part VI ' Additional Information for Your Federal Return - Continued

Personal Representative for deceased taxpayers:

Name of personal representative required for E-filed
returns when Form 1310 is not filed or it is not the
surviving spouse

Part VII ' State Filing Information

Identity Protection PIN:

If the IRS sent the taxpayer an Identity Protection PIN, enter it here
If the IRS sent the spouse an Identity Protection PIN, enter it here

Taxpayer:
Enter the taxpayer’s state of residence as of December 31, 2018 WI
Check the appropriate box:
Taxpayer is a resident of the state above for the entire year X
Taxpayer is a resident of the state above for only part of year
Date the taxpayer established residence in state above
In which state (or foreign country) did the taxpayer reside before this change?
Spouse:
Enter the spouse’s state of residence as of December 31, 2018
Check the appropriate box:
Spouse is a resident of the state above for the entire year
Spouse is a resident of the state above for only part of year
Date the spouse established residence in state above
In which state (or foreign country) did the spouse reside before this change?

Nonresident states:

Nonresident State(s) Taxpayer/Spouse/Joint

Check this box if you are in a Registered Domestic Partnership or a civil union
If you checked the box on the line above, also check the appropriate box below:
Check if this is your individual federal return you are filing with the IRS
Check if this is the joint return created to file joint state tax return (see Help)
Cindy K Krueger 394-64-5969 Page 4

Use the PIN that you signed last year’s tax return with.
Taxpayer’s Prior year PIN
Spouse’s Prior year PIN

These signature PINs are chosen by the taxpayer and spouse and used for e-filing your tax return
Taxpayer’s PIN used to sign the return 56425
Spouse’s PIN used to sign the return

Taxpayer:
Drivers license or state ID number K6261115993006
Issued by what state WI
License or ID license X ID neither decline

Spouse
Drivers license or state ID number
Issued by what state
License or ID license ID neither decline
 Personal Information Worksheet 2018
For the Taxpayer
G Keep for your records
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Part I ' Taxpayer's Personal Information

First name Cindy Middle initial Last name
K Krueger
Suffix
Social security no. 394-64-5969 Member of U.S. Armed Forces in 2018? Yes X No

Date of birth 11/30/1959 (mm/dd/yyyy) age as of 1-1-2019 59

Occupation Teacher Daytime phone (414)491-6494 Ext

Marital status Single

If widowed, check the appropriate box for the year your spouse died:
After 2018 2018 2017 2016 Before 2016

Are you retired on total and permanent disability? (for Schedule R, see Help). Yes No
Check if this person is legally blind Yes X No
If deceased, enter the date of death (mm/dd/yyyy)

Were you under the age of 16 as of 1-1-2019 and this is the first year you
are filing a tax return? Yes No

Do you want $3 to go to Presidential Election Campaign Fund? Yes X No

Part II ' Questions for Individuals Who Could Be Or Are Dependents of Another Taxpayer
1 Can someone (such as your parent) claim you as a dependent? Yes X No
2 If you answered ’Yes’ to question 1, are you actually claimed as a dependent
on that person’s tax return? Yes X No
Questions 3 through 5 are only required for individuals who claim the
American Opportunity Credit.
3 Were you a full-time student during any part of five months during 2018? Yes No
4 Did your earned income exceed one-half of your support? Yes No
5 Was at least one of your parents alive on December 31, 2018? Yes No

Part III ' Taxpayer's State Residency Information

Enter this person’s state of residence as of December 31, 2018 WI
Check the appropriate box:
This person is a resident of the state above for the entire year X
This person is a resident of the state above for only part of year
Date this person established residence in state above
In which state (or foreign country) did this person reside before this change?

Part IV ' Dependent Care Expenses

Qualified dependent care expenses incurred and paid for this person in 2018
Unreimbursed medical expenses paid for qualifying person in 2018
Employment taxes paid for dependent care providers in 2018
Full-time student for 5 calendar months during 2018? Yes No
Disabled person who was not physically or mentally capable of self-care? Yes No
This person is a qualifying person for the child and dependent care credit Yes X No

Part VI ' Healthcare Coverage

Does coverage in prior year qualify January and February for eligibility for
short gap exemption? See help for additional details. X Yes No

Prior year covered or exempt other than short gap exemption for November and
December, supports answer to January and February eligible for short gap exemption
above.
Check if covered or exempt (other than short gap) for prior year November X
Check if covered or exempt (other than short gap) for prior year December X
Check the appropriate box below to indicate the healthcare coverage for this person. Select 12 months
if they were covered all year, select the individual months if they were not covered all year and leave
blank if they did not have minimum essential during any month of the year.

12 months Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
X X X X X X X X X X X X X
Enter any Marketplace-granted coverage exemption for this person below:
Exemption Certificate Number Exemption Start Month Exemption End Month

Enter any other insurance coverage exemption requested for this person below:
Exemption Type Check Full Year or Months Exempt for Each Type
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Full Year

Full Year

Full Year

Healthcare coverage information has been completed for this person.

 Personal Information Worksheet 2018
For the Spouse
G Keep for your records
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Part I ' Spouse's Personal Information

First name Middle initial Last name
Suffix
Social security no. Member of U.S. Armed Forces in 2018? Yes No

Date of birth (mm/dd/yyyy) age as of 1-1-2019

Occupation Daytime phone Ext

Marital status
If widowed, check the appropriate box for the year your spouse died:
After 2018 2018 2017 2016 Before 2016

Are you retired on total and permanent disability? (for Schedule R, see Help). Yes No
Check if this person is legally blind Yes No
If deceased, enter the date of death (mm/dd/yyyy)

Were you under the age of 16 as of 1-1-2019 and this is the first year you
are filing a tax return? Yes No

Do you want $3 to go to Presidential Election Campaign Fund? Yes No

Part II ' Questions for Individuals Who Could Be Or Are Dependents of Another Taxpayer
1 Can someone (such as your parent) claim you as a dependent? Yes No
2 If you answered ’Yes’ to question 1, are you actually claimed as a dependent
on that person’s tax return? Yes No
Questions 3 through 5 are only required for individuals who claim the
American Opportunity Credit.
3 Were you a full-time student during any part of five months during 2018? Yes No
4 Did your earned income exceed one-half of your support? Yes No
5 Was at least one of your parents alive on December 31, 2018? Yes No

Part III ' Spouse's State Residency Information

Enter this person’s state of residence as of December 31, 2018
Check the appropriate box:
This person is a resident of the state above for the entire year
This person is a resident of the state above for only part of year
Date this person established residence in state above
In which state (or foreign country) did this person reside before this change?

Part IV ' Dependent Care Expenses

Qualified dependent care expenses incurred and paid for this person in 2018
Unreimbursed medical expenses paid for qualifying person in 2018
Employment taxes paid for dependent care providers in 2018
Full-time student for 5 calendar months during 2018? Yes No
Disabled person who was not physically or mentally capable of self-care? Yes No
This person is a qualifying person for the child and dependent care credit Yes X No

Part VI ' Healthcare Coverage

Does coverage in prior year qualify January and February for eligibility for
short gap exemption? See help for additional details. Yes X No

Prior year covered or exempt other than short gap exemption for November and
December, supports answer to January and February eligible for short gap exemption
above.
Check if covered or exempt (other than short gap) for prior year November
Check if covered or exempt (other than short gap) for prior year December

Check the appropriate box below to indicate the healthcare coverage for this person. Select 12 months
if they were covered all year, select the individual months if they were not covered all year and leave
blank if they did not have minimum essential during any month of the year.

12 months Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
X X X X X X X X X X X X X
Enter any Marketplace-granted coverage exemption for this person below:
Exemption Certificate Number Exemption Start Month Exemption End Month

Enter any other insurance coverage exemption requested for this person below:
Exemption Type Check Full Year or Months Exempt for Each Type
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Full Year

Full Year

Full Year

Healthcare coverage information has been completed for this person.

 Dependent and Nondependent Information Worksheet 2018
G Keep for your records

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Part I ' Personal Information

First name Bridget Middle initial C Last name Krueger

Suffix
Social security no. 393-21-6746

Date of birth 05/24/2001 (mm/dd/yyyy) age as of 12-31-2018 17

Did this person pass away in 2018 (deceased)? Yes X No Date of death

Relationship to taxpayer or spouse Daughter

CAUTION: If claiming a child other than your own, see Relationship in the Tax Help.

NOTE: The ability to set your answers to being the same as last year for the dependent is only
available in Step-by-Step mode and not in Forms mode.
Are the answers to the questions below for this person, to determine
whether they are your dependent, the same as they were last year? Yes No

Dependency code * Q Not a dependent (but is a qualifying person for the earned income
credit and/or the credit for the child and dependent care expenses)
*Dependency code is set based on your selections in the Dependency Exemption/EIC Smart Worksheet

Dependent is disabled

Check this box if:

- The taxpayer filing this return is filing as Qualifying Widow(er)
- This dependency code for this dependent is type X
- This dependent would qualify as a qualifying child for the Qualifying Widow(er) filing status,
except the dependent’s gross income was $4,150 or more, or was filing a married filing joint
return, or the taxpayer could be claimed as a dependent

Part II ' Earned Income Credit and Child Tax Credit

Is this person a U.S. citizen, U.S. national, or a U.S. resident? X Yes No

Is this person a resident of Canada or Mexico? Yes X No

This person is adopted and you are a U.S. citizen or U.S. national
TurboTax Web Only:
Was the adoption final as of December 31, 2018? Yes No
Was the person placed with you for adoption after 2018, or was the adoption
final in 2018 or later? Yes No
The adopted child lived with you all year Yes No
*If the child is adopted, you are a U.S. citizen or U.S. national and they lived with you
all year, they are considered to meet the citizen test and the U.S. citizen box will
automatically be checked yes.

Child is a potentially qualifying child for earned income credit X Yes No

Child is a nondependent, but may qualify for earned income credit Yes No
You, and no one else, is claiming this nondependent for the earned income credit Yes No

Months lived with taxpayer in the United States 12

Qualifying for the earned income credit * E Qualifying child

*EIC code is set based on your selections in the Dependency Exemption/EIC Smart Worksheet

Check if Social Security number is not valid for employment

Check if this person is not a qualifying child for the child tax credit X
Check if this person is not a qualifying person for the credit for other dependents X

Dependent has ITIN

Dependent name Bridget C Krueger Page 2

Part III ' Dependent Care Expenses

Qualified child or dependent care expenses incurred and paid in 2018

Unreimbursed medical expenses paid for qualifying person in 2018
Employment taxes paid for dependent care providers in 2018
Child or dependent is a qualifying person for the child and dependent care credit Yes X No
Child is a nondependent, but may qualify for the child and dependent care credit Yes No

Part V ' Dependent’s State Residency Information

Enter this person’s state of residence as of December 31, 2018 WI

Check the appropriate box:
This person is a resident of the state above for the entire year
This person is a resident of the state above for only part of year
Date this person established residence in state above
In which state (or foreign country) did this person reside before this change?

Part VI ' Healthcare Coverage

Does coverage in prior year qualify January and February for eligibility for
short gap exemption? See help for additional details. X Yes No

Prior year covered or exempt other than short gap exemption for November and
December, supports answer to January and February eligible for short gap exemption
above.
Check if covered or exempt (other than short gap) for prior year November X
Check if covered or exempt (other than short gap) for prior year December X

Check the appropriate box below to indicate the healthcare coverage for this person. Select 12 months
if they were covered all year, select the individual months if they were not covered all year and leave
blank if they did not have minimum essential during any month of the year.

12 months Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
X X X X X X X X X X X X X

Enter any Marketplace-granted coverage exemption for this person below:

Exemption Certificate Number Exemption Start Month Exemption End Month

Enter any other insurance coverage exemption requested for this person below:
Exemption Type Check Full Year or Months Exempt for Each Type
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Full Year

Full Year

Full Year

Healthcare coverage information has been completed for this person.

Part VI ' Identity Protection Pin

If the IRS sent an Identity Protection PIN for this dependent, enter it here
 Form 1040 Forms W-2 & W-2G Summary 2018
G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

Form W-2 Summary

Box No. Description Taxpayer Spouse Total

1 Total wages, tips and compensation:

Non-statutory & statutory wages not on Sch C 60,014. 60,014.
Statutory wages reported on Schedule C
Foreign wages included in total wages
Unreported tips 0. 0.
2 Total federal tax withheld 8,485. 8,485.
3 & 7 Total social security wages/tips 64,346. 64,346.
4 Total social security tax withheld 3,989. 3,989.
5 Total Medicare wages and tips 64,346. 64,346.
6 Total Medicare tax withheld 933. 933.
8 Total allocated tips
9 Not used
10 a Total dependent care benefits
b Offsite dependent care benefits
c Onsite dependent care benefits
11 Total distributions from nonqualified plans
12 a Total from Box 12 6,416. 6,416.
b Elective deferrals to qualified plans
c Roth contrib. to 401(k), 403(b), 457(b) plans
d Deferrals to government 457 plans
e Deferrals to non-government 457 plans
f Deferrals 409A nonqual deferred comp plan
g Income 409A nonqual deferred comp plan
h Uncollected Medicare tax
i Uncollected social security and RRTA tier 1
j Uncollected RRTA tier 2
k Income from nonstatutory stock options
l Non-taxable combat pay
m QSEHRA benefits
n Total other items from box 12 6,416. 6,416.
14 a Total deductible mandatory state tax
b Total deductible charitable contributions
c This line does not apply to TurboTax
d Total RR Compensation
e Total RR Tier 1 tax
f Total RR Tier 2 tax
g Total RR Medicare tax
h Total RR Additional Medicare tax
i Total RRTA tips
j Total other items from box 14 4,332. 4,332.
16 Total state wages and tips 60,014. 60,014.
17 Total state tax withheld 3,402. 3,402.
19 Total local tax withheld
Form W-2 Wage and Tax Statement 2018
G Keep for your records

Name Social Security Number

Cindy K Krueger 394-64-5969

Spouse’s W-2 Military: Complete Part VI on Page 2 below

Do not transfer this W-2 to next year

a Employee’s social security No 394-64-5969 1 Wages, tips, other 2 Federal income

b Employer’s ID number 39-6003202 compensation tax withheld
c Employer’s name, address, and ZIP code 60,014.11 8,484.71
MADISON METRO SCHOOL DISTRICT 3 Social security wages 4 Social security tax withheld
64,345.76 3,989.44
Street 545 W DAYTON ST 5 Medicare wages and tips 6 Medicare tax withheld
City MADISON 64,345.76 933.01
State WI ZIP Code 53703 7 Social security tips 8 Allocated tips

Foreign Province A Enter unreported tips in Part VII on Page 2 below.

Foreign Postal Code
Foreign Country
9 Verification Code 10 Dependent care benefits
d Control number
11 Nonqualified plans Distributions from sect. 457
X Transfer employee information from and nonqualified plans
the Federal Information Worksheet (Important, see Help)
e Employee’s name 12 Enter box 12 below
First Cindy M.I. K
Last Krueger Suff. 13 Statutory employee
f Employee’s address and ZIP code X Retirement plan
Street 435 Harrison St Third-party sick pay
City Waterloo
State WI ZIP Code 53594 14 Enter box 14 below after entering boxes 18, 19, and 20.
Foreign Province NOTE: Enter box 15 before entering box 14.
Foreign Postal Code
Foreign Country

Box 12 Box 12 If Box 12 code is:

Code Amount A: Enter amount attributable to RRTA Tier 2 tax
DD 6,415.95 M: Enter amount attributable to RRTA Tier 2 tax
P: Double click to link to Form 3903, line 4
R: Enter MSA contribution for Taxpayer
Spouse
W: Enter HSA contribution for Taxpayer
Spouse
G: Employer is not a state or local government

Box 15 Box 16 Box 17

State Employer’s state I.D. no. State wages, tips, etc. State income tax
WI 03102042188103 60,014.11 3,401.90

I confirm that the state withholding identification number(s) are accurate X

Box 20 Box 18 Box 19 Associated

Locality name Local wages, tips, etc. Local income tax State

Box 14 TurboTax Identification of Description or Code

Description or Code (Identify this item by selecting the identification from
on Actual Form W-2 Amount the drop down list. If not on the list, select Other).
WRS 4,331.65 Other (not classified)
 Healthcare Entry Sheet 2018
G Keep for your records

The forms associated with healthcare (8965, 8962, 1095-A, and this Healthcare Entry Sheet) all interact with
information from the information worksheet. Be sure to enter all personal information including dependents listed on the return
before using this sheet to track health insurance coverage.

Yes No/Partial
X Everyone on the tax return was covered by health insurance all year.
If everyone on the return was covered and there was no Market Place coverage (Form 1095-A) then check the YES box
above - no other action is required.

Health Insurance Coverage for Individuals: Use this form to report healthcare coverage for individuals for months:
? not reported on 1095-A, 1095-B or 1095-C
? not covered by employer
? months not covered by an exemption

Note: The 1095-A information must be entered on Form 1095-A in order to correctly calculate any Premium Tax Credit. The 1095-B
or the 1095-C can be entered directly in the table below.

If applicable enter information on form 1095-A, Health Insurance Marketplace Statement

Note: The IRS is not requiring the 1095-B or 1095-C be filed with the returns. Keep these forms for your records and track the
the months using the checkboxes below.

If applicable enter Market Place exemptions (ECNs) or Request exemptions on form 8965

Note: Do not enter the name, SSN, or date of birth directly on the table below. Instead, enter the information at the bottom of the
Personal Information Worksheet or Dependent and Nondependent Information Worksheet.
Or if you check the box at the top "Yes" that "Everyone on the tax return was covered by health insurance all year." the covered
all 12 months box will be marked for all the individuals below regardless of what is entered on the Personal Information or
Dependent and Nondependent Information Worksheet.

The box at the top, "Everyone on the tax return was covered by health insurance all year" was checked.
The covered all 12 months for each individual below will be checked regardless of the information entered
on the Personal Information and Dependent Nondependent Information worksheets.
Short Gap
Eligible*
Yes No
a. Name of covered individual(s) Covered all
b. SSN c. DOB 12 months Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
1 Cindy Krueger Short gap: Yes No
394-64-5969 11/30/59 X T
2 Short gap: Yes No

3 Short gap: Yes No

4 Short gap: Yes No

5 Short gap: Yes No

6 Short gap: Yes No

* See help for explanation of short gap Yes/No box function. It affects the calculation of short gap coverage for January and
February based on answer, which indicates whether coverage at end of prior year qualify months for short gap eligibility.

To review the detail of each person listed on the return (covered, not covered, exempt) and to see any penalty calculation go to the
Health Care Individual Responsibility Smart Worksheet on Form 8965
Completion checkbox:
X Check this box once you are finished with all the healthcare related entries.
 Wages, Salaries, & Tips Worksheet 2018
G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

The following amounts are included in the total entered on line 1 of Form 1040 or on line 8 of Form 1040NR:

Taxpayer Spouse Total

1 Wages, from Form W-2 60,014. 60,014.

2 Miscellaneous income, from Form 8919
3 Items from Form 1099-R:
a Disability before minimum retirement age
b Return of contributions
4 Excess reimbursement, from Form 2106
5a Taxable tips, from Form 4137
b Noncash tips
6 Excess moving expense reimbursement,
from Form 3903
7 Wages earned as a household employee (if
less than $2,100 and without a Form W-2)
8 Items not on Form W-2 or Form 1099-R:
a Sick pay or disability payments
b Total foreign source income
c Check this box if the amount on line 8b is
eligible for the foreign exclusion/deduction
d Ordinary income from employer stock
transactions not reported on Form W-2
9 Other earned income:
a Non-gov unemployment received/repaid 2018
b

10 Subtotal.
Add lines 1 through 9 60,014. 60,014.
11 Taxable employer-provided dependent care
benefits, from Form 2441
12 Taxable employer-provided adoption benefits
less any excluded benefits from Form 8839
13 Scholarship/fellowship income not on
Form W-2
14 Other non-earned income:

15 Total of lines 10 through 14 60,014. 60,014.

 Form 1040 Child Tax Credit and 2018
Line 12a Credit for Other Dependents Worksheet
G Keep for your records
Name as Shown on Return Social Security No.
Cindy K Krueger 394-64-5969
Note: ? To be a qualifying child for the child tax credit, the child must be under age 17 at the end of 2018
and meet the other requirements listed in the instructions for Form 1040.
? If applicable, first complete Form 2555, Foreign Earned Income and enter any exclusion of
income from U.S. Possessions on the Federal Information Worksheet.
Part 1
1 Number of qualifying children under age 17 with the
required social security number: X $2,000.
Enter the result 1
2 Number of other dependents, including qualifying
children without the required social security
number: X $500. Enter the result 2
3 Add lines 1 and 2 3
4 Enter the amount from Form 1040, line 7 4
5 1040 filers: enter the total of any '
? Exclusion of income from Puerto Rico, and
? Amounts from Form 2555, lines 45 and 50;
Form 2555-EZ, line 18; and Form 4563, 5
line 15.
1040NR filers: Enter -0-.
6 Add lines 4 and 5. Enter the total 6
7 Enter the amount shown below for your filing status.
? Married filing jointly ' $400,000
? All other filing statuses ' $200,000 7
8 Is the amount on line 6 more than the amount on
line 7?
No. Leave line 8 blank. Enter -0- on line 9.
Yes. Subtract line 7 from line 6 8
If the result is not a multiple of $1,000,
increase it to the next multiple of $1,000.
For example, increase $425 to $1,000,
increase $1,025 to $2,000, etc.
9 Multiply the amount on line 8 by 5% (.05). Enter the result 9
10 Is the amount on line 3 more than the amount on line 9?
No. Stop.
You cannot take the child tax credit or credit for other dependents on
Form 1040, line 12a.You also can’t take the additional child tax credit
on Form 1040, line 17b. Complete the rest of your Form 1040.
Yes. Subtract line 9 from line 3. Enter the result. Go to Part 2 10
Part 2
11 Enter the amount from Form 1040, line 11 11
12 Add the amounts from '
Schedule 3, line 48
Schedule 3, line 49 +
Schedule 3, line 50 +
Schedule 3, line 51 +
Form 5695, line 30 +
Form 8910, line 15 +
Form 8936, line 23 +
Schedule R, line 22 +
Enter the total 12
13 Subtract line 12 from line 11 13
14 Are you claiming any of the following credits?
? Mortgage interest credit, Form 8396
? Adoption Credit, Form 8839
? Residential energy efficient property credit, Form 5695, Part I
? District of Columbia first-time homebuyer credit, Form 8859
No. Enter -0-
Yes. If you are filing Form 2555, enter the amount from 14
line 12. Otherwise, Complete the Line 14 Worksheet below to
figure the amount to enter here.
15 Subtract line 14 from line 13. Enter the result 15
16 Is the amount on line 10 of this worksheet more than the amount on line 15?
No. Enter the amount from line 10
Yes. Enter the amount from line 15. This is your child
See the TIP below. tax credit and credit for 16
other dependents
Enter this amount on
Form 1040, line 12a
TIP: You may be able to take the additional child tax credit on Form 1040, line 17b, only if you answered
’Yes’ on line 16 and line 1 is more than zero.
? First, complete your Form 1040 through line 17a (also complete Schedule 5, line 72)
? Then, use Schedule 8812 to figure any additional child tax credit.
 Schedule D Unrecaptured Section 1250 Gain Worksheet 2018
Line 19 G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

Regular Alternative
Tax Minimum Tax

If you are not reporting a gain on Form 4797, line 7, skip lines 1
through 9 and go to line 10.
1 If you have a section 1250 property in Part III of Form 4797 for
which you made an entry in Part I of Form 4797 (but not Form
6252), enter the smaller of line 22 or line 24 of Form 4797 for that
property. If you did not have any such property, go to line 4. 1
2 Enter the amount from Form 4797, line 26g, for the property for
which you made an entry on line 1 2
3 Subtract line 2 from line 1 3
4 Enter the total unrecaptured section 1250 gain included on lines
26 or 37 of Form(s) 6252 from installment sales of trade or
business property held more than one year 4
5 Enter the total of any amounts reported on a Schedule K-1 from a
partnership or an S corporation as "unrecaptured section 1250
gain". 5
6 Add lines 3 through 5 6
7 Enter the smaller of line 6 or the gain from Form
4797, line 7 7
8 Enter the amount, if any, from Form 4797, line 8 8
9 Subtract line 8 from line 7. If zero or less, enter -0- 9
10 Enter the amount of any gain from sale of an interest in a
partnership attributable to unrecaptured section 1250 gain 10
11 Enter the total of any amounts reported to you as "unrecaptured
section 1250 gain" from an estate, trust, real estate investment
trust or mutual fund
Regular AMT
a On Form 1099-DIV
b On Form 2439
c On Schedule(s) K-1
d On Form 1099-R
e From Form 8814
f Other
Total 11
12 Enter the total of any unrecaptured section 1250 gain from sales
(including installment sales) or other dispositions of section 1250
property held more than 1 year for which you did not make
an entry in Part I of Form 4797 for the year of sale 12
13 Add lines 9 through 12 13
14 If you had any section 1202 gain or collectibles gain or (loss),
enter the total of lines 1 thru 4 of the 28% Rate Gain Worksheet.
Otherwise, enter -0- 14 0. 0.
15 Enter the (loss), if any, from Schedule D, line 7. If Schedule D, line
7, is zero or a gain, enter -0- 15 0. 0.
16 Enter your long-term capital loss carryovers from Schedule D, line
14, and Schedule K-1 (Form 1041), line 11, code C 16
a Enter your capital gain excess, if you are filing Form 2555 a 0.
17 Combine lines 14 through 16a. If the result is a (loss), enter it as a
positive amount. If the result is zero or a gain, enter -0- 17 0. 0.
18 Unrecaptured section 1250 gain. Subtract line 17 from line 13. If
zero or less, enter -0-. If more than zero, enter the result here and
on Schedule D, line 19 18
 Schedule D 28% Rate Gain Worksheet 2018
Line 18 G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

Regular Alternative
Tax Minimum Tax

1 Enter the total of all collectibles gain or (loss) from items you
reported on Form 8949, Part II 1
2 Enter as a positive number the amount of any section 1202
exclusion you reported in column (g) of Form 8949, Part II, with
code "Q" in column (f), that is 50% of the gain, plus 2/3 of any
section 1202 exclusion you reported in column (g) of Form
8949, Part II, with code "Q" in column (f), that is 60% of the
gain, plus 1/3 of any section 1202 exclusion you reported in
column (g) of Form 8949, Part II, with code "Q" in column (f),
that is 75% of the gain.
50 % 60 % 75%
Exclusion Exclusion Exclusion
a Schedule D
b Form 8814
c Schedule B
d Form 6252
e Form 2439
f Other
Total 2
3 Enter the total of all collectibles gain or (loss) from:
Regular AMT
a Form 4684, line 4 (but only
if line 15 is more than zero)
b Form 6252
c Form 6781, Part II
d Form 8824
Total 3
4 Enter the total of any collectibles gain reported to you on:
Regular AMT
a Form 1099-DIV, box 2d
b Form 2439, box 1d
c Schedule K-1 from a
partnership, S corporation,
estate, or trust
d Disposition of interest in
partnership or S corporation
e Other
Total 4
5 Enter your long-term capital loss carryovers from Schedule D,
line 14, and Schedule K-1 (Form 1041), line 11, code C 5
6 If Schedule D, line 7, is a (loss), enter that (loss) here.
Otherwise, enter -0-. 6
7 Combine lines 1 through 6. If zero or less, enter -0-. If more
than zero, also enter this amount on Schedule D, line 18 7
8 Enter the amount of any capital gain excess 8 0.
9 Subtract line 8 from line 7. If zero or less, enter -0-.
Enter this amount on Schedule D Tax Worksheet, line 11a 9 0. 0.
 Form 1040 Schedule D Tax Worksheet 2018
Line 11a G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

1 a Enter your taxable income from Form 1040, line 10 1 a 45,764.

b Enter the amount from your (and your spouse’s) Form 2555, lines 45 and 50 b
c Add lines 1a and 1b 1c 45,764.
2 a Enter your qualified dividends
from Form 1040, line 3a 2a
b Enter any capital gain excess
attributable to qualified dividends b
c Subtract line 2b from line 2a 2c
3 Amount from Form 4952, line 4g 3
4 a Amount from Form 4952, line 4e 4 a
b Amount from the dotted line
next to Form 4952, line 4e b
c Line 4b, if applicable, 4a, if not c
5 Subtract line 4c from line 3. 5 0.
6 Subtract line 5 from line 2c. If zero or less, enter -0- 6 0.
7 a Enter line 15 of Schedule D 7a
b Enter line 16 of Schedule D b
c Enter the smaller of line 7a or line 7b 7c 0.
8 Enter the smaller of line 3 or line 4c 8
9 a Subtract line 8 from line 7. 9a 0.
b Enter any capital gain excess attributable to
capital gains b
c Subtract line 9b from line 9a 9c 0.
10 Add lines 6 and 9c 10 0.
11 a Enter the amount from Schedule D, line 18 11 a 0.
b Enter the amount from Schedule D, line 19 b
c Add lines 11a and 11b 11 c 0.
12 Enter the smaller of line 9c or line 11c 12 0.
13 Subtract line 12 from line 10 13 0.
14 Subtract line 13 from line 1c. If zero or less, enter -0- 14 45,764.
15 Enter:
? $38,600 if single or married filing separately;
? $77,200 if married filing jointly or qualifying widow(er); or 15 38,600.
? $51,700 if head of household.
16 Enter the smaller of line 1c or line 15 16 38,600.
17 Enter the smaller of line 14 or line 16 17 38,600.
18 a Subtr ln 10 from ln 1c. If zero or less, enter -0- 18 a 45,764.
b Enter the smaller of line 1c or $157,500
($315,000 if married filing jointly or qualifying
widow(er)) b
c Enter the smaller of line 14 or line 18b c
19 Enter the larger of line 18a or line 18c 19 45,764.
20 Subtract line 17 from line 16. This amount is taxed at 0% 20 0.
If lines 1c and 16 are the same, skip lines 21 through 41
and go to line 42. Otherwise, go to line 21.
21 Enter the smaller of line 1c or line 13 21 0.
22 Enter the amount from line 20 (if line 20 is blank, enter -0-) 22 0.
23 Subtract line 22 from line 21. If zero or less, enter -0- 23 0.
24 Enter:
? $425,800 if single,
? $239,500 if married filing separately, 24 425,800.
? $479,000 if married filing jointly or qualifying widow(er),
? $452,400 if head of household.
25 Enter the smaller of line 1c or line 24 25 45,764.
26 Add lines 19 and 20 26 45,764.
27 Subtract line 26 from line 25. If zero or less, enter -0- 27 0.
28 Enter the smaller of line 23 or line 27 28 0.
29 Multiply line 28 by 15% (0.15) 29 0.
30 Add lines 22 and 28 30 0.
31 Subtract line 30 from line 21 31 0.
32 Multiply line 31 by 20% (0.20) 32 0.

If Schedule D, line 19, is zero or blank, skip lines 33 through 38

and go to line 39. Otherwise, go to line 33.
33 Enter the smaller of line 9c above or Schedule D, line 19 33
34 Add lines 10 and 19 34
35 Enter the amount from line 1c above 35
36 Subtract line 35 from line 34. If zero or less, enter -0- 36
37 Subtract line 36 from line 33. If zero or less, enter -0- 37
38 Multiply line 37 by 25% (0.25) 38
If Schedule D, line 18, is zero or blank, skip lines 39 through 41
and go to line 42. Otherwise, go to line 39.
39 Add lines 19, 20, 28, 31, and 37 39
40 Subtract line 39 from line 1c 40
41 Multiply line 40 by 28% (0.28) 41

42 Figure the tax on the amount on line 19. If the amount on line 19 is less than $100,000,
use the Tax Table to figure this tax. If the amount on line 19 is $100,000 or more,
use the Tax Computation Worksheet 42 6,010.
43 Add lines 29, 32, 38, 41, and 42 43 6,010.
44 Figure the tax on the amount on line 1c. If the amount on line 1c is less than $100,000,
use the Tax Table to figure this tax. If the amount on line 1c is $100,000 or more,
use the Tax Computation Worksheet 44 6,010.
45 Tax on all taxable income (including capital gains and qualified dividends).
Enter the smaller of line 43 or line 44. Also include this amount on Form 1040, line 11a 45 6,010.
 Form 1040 Qualified Dividends and Capital Gain Tax Worksheet 2018
Line 11a G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

1 Enter the amount from Form 1040, line 10 1

2 Enter the amount from Form
1040, line 3a 2
3 Are you filing Schedule D?
Yes. Enter the smaller of line 15
or 16 of Schedule D. If
either line 15 or 16 is blank
or loss, enter -0- 3
No. Enter the amount from
Schedule 1, line 13.
4 Add lines 2 and 3 4
5 If filing Form 4952 (used to figure
investment interest expense
deduction), enter any amount from line
4g of that form. Otherwise, enter -0-. 5
6 Subtract line 5 from line 4. If zero or less, enter -0- 6
7 Subtract line 6 from line 1. If zero or less, enter -0- 7
8 Enter:
$38,600 if single or married filing separately,
$77,200 if married filing jointly or qualifying widow(er), 8
$51,700 if head of household.
9 Enter the smaller of line 1 or line 8 9
10 Enter the smaller of line 7 or line 9 10
11 Subtract line 10 from line 9 (this amount taxed at 0%) 11
12 Enter the smaller of line 1 or line 6 12
13 Enter the amount from line 11 13
14 Subtract line 13 from line 12. 14
15 Enter:
$425,800 if single,
$239,500 if married filing separately, 15
$479,000 if married filing jointly or qualifying widow(er),
$452,400 if head of household.
16 Enter the smaller of line 1 or line 15 16
17 Add lines 7 and 11 17
18 Subtract line 17 from line 16. If zero or less, enter -0- 18
19 Enter the smaller of line 14 or line 18 19
20 Multiply line 19 by 15% (0.15) 20
21 Add lines 11 and 19 21
22 Subtract line 21 from line 12 22
23 Multiply line 22 by 20% (0.20) 23
24 Figure the tax on the amount on line 7. If the amount on line 7 is less than
$100,000, use the Tax Table to figure the tax. If the amount on line 7 is
$100,000 or more, use the Tax Computation Worksheet 24
25 Add lines 20, 23, and 24 25
26 Figure the tax on the amount on line 1. If the amount on line 1 is less than
$100,000, use the Tax Table to figure this tax. If the amount on line 1 is
$100,000 or more, use the Tax Computation Worksheet 26
27 Tax on all taxable income. Enter the smaller of line 25 or line 26 here and on
Form 1040, line 11a. 27
 Schedule A Medical Expenses Worksheet 2018
Line 1 G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

1 Prescription medications 1
2 Health insurance premiums:
a Premiums other than self-employed health insurance or reported on a 1095-A 2a
b From Form(s) 1095-A - net of adjustments b
Taxpayer’s portion of 1095-A premiums (total less spouse)
Spouse’s portion of 1095-A premiums, enter the amount
for the spouse, the remaining goes to the taxpayer
c Medicare premiums c
d From Form(s) 1099-R d
NOTE: If LTC premiums are associated with a specific business activity,
enter them directly on the applicable Self-Employed Health and Long-Term
Care Insurance Deduction Worksheet, not on lines 2e - 2j below.
e Taxpayer’s gross long-term care premiums 2e
f Taxpayer’s allowable long-term care premiums f
g Spouse’s gross long-term care premiums g
h Spouse’s allowable long-term care premiums h
i Dep or child under 27 gross long-term care premiums i
j Dep or child under 27 allowable long-term care prem. j
k Total allowable long-term care premiums, sum of lines 2f, 2h, and 2j k
l Taxpayer’s long-term care premiums not deducted as an adjustment to income l
m Spouse’s long-term care premiums not deducted as an adjustment to income m
n Dependent’s long-term care premiums not deducted as an adj to income n
o Other self-employed health insurance not deducted as an adj to income o
3 Fees for doctors, dentists, etc 3
4 Fees for hospitals, clinics, etc 4
5 Lab and x-ray fees 5
6 Expenses for qualified long-term care 6
7 Eyeglasses and contact lenses 7
8 Medical equipment and supplies 8
9 Medical transportation expenses:
a Medical miles driven 9a
b Multiply the number of miles on line 9a by 18 cents
per mile b
c Other medical transportation costs not included above
for example: ambulance fees c
d Total medical transportation expenses (add lines 9b and 9c) 9d
10 Lodging for medical purposes (up to $50 per night per person) 10
11 Other medical and dental expenses:
a 11 a
b b
c c
d d
e e
f f
g g
h h
i i
j j
12 Total of medical and dental expenses (add lines 1 through 11j) 12
13 a Less: insurance reimbursement for any expenses listed 13 a
b Less: medical savings account (MSA) or health savings account (HSA)
distributions b
14 Total deductible medical and dental expenses. Subtract lines 13a plus 13b
from line 12 (to Schedule A, line 1) 14 0.
 Tax Payments Worksheet 2018
G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

Estimated Tax Payments for 2018 (If more than 4 payments for any state or locality, see Tax Help)

Federal State Local

Date Amount Date Amount ID Date Amount ID

1 04/17/18 04/17/18 04/17/18

2 06/15/18 06/15/18 06/15/18

3 09/17/18 09/17/18 09/17/18

4 01/15/19 01/15/19 01/15/19

Tot Estimated
Payments

Tax Payments Other Than Withholding Federal State ID Local ID

(If multiple states, see Tax Help)

6 Overpayments applied to 2018

7 Credited by estates and trusts
8 Totals Lines 1 through 7
9 2018 extensions

Taxes Withheld From: Federal State Local

10 Forms W-2 8,485. 3,402.

11 Forms W-2G
12 Forms 1099-R
13 Forms 1099-MISC, 1099-K and 1099-G
14 Schedules K-1
15 Forms 1099-INT, DIV and OID
16 Social Security and Railroad Benefits
17 Form 1099-B St Loc
18 a Other withholding St Loc
b Other withholding St Loc
c Other withholding St Loc
d Positive Adjustment St Loc
e Negative Adjustment St Loc
f Additional Medicare Tax
19 Total Withholding Lines 10 through 18f
8,485. 3,402.
20 Total Tax Payments for 2018 8,485. 3,402.

Prior Year Taxes Paid In 2018 State ID Local ID

(If multiple states or localities, see Tax Help)

21 Tax paid with 2017 extensions

22 2017 estimated tax paid after 12/31/2017
23 Balance due paid with 2017 return
24 Other (amended returns, installment payments, etc)
 Schedule A Tax and Interest Deduction Worksheet 2018
Lines 5 - 12 G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

Tax Deductions

1 State and local taxes:

Optional Sales Tax Tables
a Available Income:
(1) Income from Form 1040, line 7 57,764.
(2) Nontaxable income entered elsewhere on return
(3) Available income: 2017 refundable credits in excess of tax 0.
(4) Enter any additional nontaxable income
(5) Total available income 57,764.
b Sales Tax Per State of Residence:
Enter state in column (1), then enter total (combined) state and local sales tax rate in column (4).
Arizona, Colorado, Louisiana, Mississippi, New York or South Carolina only:
Double-click in column (4) to select your locality for each state entered.

(1) (2) (3) (4) (5) (6) (7) (8) (9)

S Date Date Enter State Local State Local Prorated
t Lived in Lived in Total Sales Sales Sales Sales or Total
a State State State & Tax Tax Tax Tax Amount
t From To Local Rate Rate (%) Table Amount
e Rate (%) (%) (4) - (5) Amount

c Total general sales tax using tables

d Sales Tax Paid on Specific Items (see help):

(1) (2) (3) (4) (5) (6) (7) (8)

ST Total Description Type Cost Rate if Actual Specific
State & Different Sales Tax Item
Local Amount Deduction
Rate Paid

e Total sales tax deduction on specific items

f Total general sales tax per tables plus sales tax on specific items
g Actual State and Local General Sales Tax:
Actual sales taxes (enter the total sales taxes paid during the year on all items)
h State and Local Income Taxes:
State and Local Income taxes 3,402.00
i State and Local Tax Deduction to Schedule A, line 5a:
Greater of line 1f, line 1g, or line 1h (to Schedule A, line 5a) 3,402.00
j Check a box to choose to use income taxes paid, sales taxes paid, or whichever
provides the greater deduction:
Income Taxes Sales Taxes Greater amount X

2 State and local real estate taxes:

a Real estate taxes paid on principal residence not entered on Form 1098
 b Real estate taxes paid on principal residence entered on Home Mortgage Int. Wks
c Real estate taxes paid on additional homes or land
Personal portion of real estate taxes from Schedule E Worksheet for:
d Principal residence
e Vacation home
f Less real estate taxes deducted on Form 8829
g Foreign real propety taxes included in lines 2a-2f above
h Add lines 2a through 2f, less line 2g (to Schedule A, line 5b)
3 State and local personal property taxes:
a Auto registration fees based on the value of the vehicle.
2017 Amount Enter 2018 description:

b Non-business portion of personal property taxes from Car & Truck Exp Wks
c Other personal property taxes
d Add lines 3a through 3c (to Schedule A, line 5c)
4 Other taxes:
a Other taxes from Schedule(s) K-1
b Foreign taxes from interest and dividends
c Foreign taxes from Schedule(s) K-1
d Other foreign taxes (not used to claim a foreign tax credit)
e Other taxes.
2017 Amount Enter 2018 description:

f Foreign real propety taxes included in lines 4a-4e above

g Add lines 4a through 4e, less line 4f (to Schedule A, line 6)

Interest Deductions

5 Home mortgage interest and points reported on Form 1098:

a Mortgage interest and points from the Home Mortgage Interest Worksheet
b Qualified mortgage interest from Schedule E Worksheet
c Less home mortgage interest/points deducted on Form 8829
d Less home mortgage interest from Form 8396, line 3
e Add lines 5a through 5d (to Sch A, line 8a) or line A2 from above
6 Home mortgage interest not reported on Form 1098:
a Mortgage interest from the Home Mortgage Interest Worksheet
b Less home mortgage interest deducted on Form 8829
c Add lines 6a and 6b (to Sch A, line 8b) or line B2 from above
7 Points not reported on Form 1098:
a Amortizable points from the Home Mortgage Interest Worksheet
b Other points not on Form 1098 from the Home Mortgage Interest Worksheet
c Less points deducted on Form 8829
d Add lines 7a through 7c (to Schedule A, line 8c) or line C2 from above
 Schedule A State and Local Tax Deduction Worksheet 2018
Line 5 G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

State and Local Income Taxes

State income taxes:

1 State income tax withheld 1 3,402.
2 2018 state estimated taxes paid in 2018 2
3 2017 state estimated taxes paid in 2018 3
4 Amount paid with 2017 state application for extension 4
5 Amount paid with 2017 state income tax return 5
6 Overpayment on 2017 state income tax return applied to 2018 tax 6
7 Other amounts paid in 2018 (amended returns, installment payments, etc.) 7
8 State estimated tax from Schedule(s) K-1 (Form 1041) 8
Local income taxes:
9 Local income tax withheld 9
10 2018 local estimated taxes paid in 2018 10
11 2017 local estimated taxes paid in 2018 11
12 Amount paid with 2017 local application for extension 12
13 Amount paid with 2017 local income tax return 13
14 Overpayment on 2017 local income tax return applied to 2018 tax 14
15 Other amounts paid in 2018 (amended returns, installment payments, etc.) 15
16 Local estimated tax from Schedule(s) K-1 (Form 1041) 16
Other:
17 17
18 Total Add lines 1 through 17 18 3,402.
19 State and local refund allocated to 2018 19
20 Nondeductible state income tax from line 28 20
21 Total reductions Add lines 19 and 20. 21
22 Total state and local income tax deduction Line 18 less line 21 22 3,402.

Nondeductible State Income Tax (Hawaii Only)

23 Nontaxable federal employee cost of living allowance 23

24 Adjusted gross income 24
25 Add lines 23 and 24 25
26 Nondeductible percent. Line 23 divided by line 25 26 %
27 Hawaii state income tax included in line 18 27
28 Nondeductible Hawaii state income tax. Multiply line 26 by line 27. 28
 Charitable Deduction Limits Worksheet 2018
For Current Year Contributions
G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

Step 1. List your qualified charitable contributions made during the year.
1 Enter your cash contributions for qualified disaster relief. Do not include this amount on
line 2 below
Step 2. List your other charitable contributions made during the year.
2 Enter your cash contributions to 50% (60%) limit organizations. Do not include contributions
entered on line 1
3 Enter your non-cash contributions to 50% limit organizations. Do not include contributions
of capital gain property deducted at fair market value
4 Enter your contributions to 50% limit organizations of capital gain property deducted at fair
market value
5 Enter your contributions (other than of capital gain property) to organizations that are not
50% limit organizations
6 Enter your contributions "for the use" of any qualified organization
7 Add lines 5 and 6
8 Enter your contributions of capital gain property to or for the use of any qualified
organization. (But do not enter here any amount entered on line 1, 2 or 3)
Step 3. Figure your deduction for the year and your carryover to the next year.
9 Enter your adjusted gross income 57,764.
10 a Multiply line 9 by 0.5. This is your 50% limit. 28,882.
bMultiply line 9 by 0.6. This is your 60% limit. 34,658.

Limits Deduct Carryover

this year to next
Cash and Other Capital gain year

50% Other 50% Other

Org Org

Cash Contributions to 50%(60%) limit

organizations
11 Enter the smaller of line 2 or line 10b 0.
12 Subtract line 11 from line 2 0.
13 Subtract line 11 from line 10b 34,658.

Contributions to 50% limit

organizations
14 Subtract line 2 from line 10a 28,882.
15 Enter the smallest of line 3, 10a or 14 0.
16 Subtract line 15 from line 3 0.
17 Subtract line 16 from line 15 28,882.

Contributions not to 50% limit

organizations
18 Add lines 2, 3 and 4
19 Multiply line 9 by 0.3. This is your 30%
limit. 17,329. 17,329.
20 Subtract line 18 from line 10a 28,882.
21 Enter the smallest of line 7, 19, or 20 0.
22 Subtract line 21 from line 7 0.
23 Subtract line 21 from line 19 17,329.

Capital gain property to 50% limit

organizations
24 Enter the smallest of line 4, 17, or 19 0.
25 Subtract line 24 from line 4 0.
26 Subtract line 21 from line 20 28,882.
27 Subtract line 24 from line 19 17,329.

Capital gain property not to 50% limit

organizations
28 Multiply line 9 by 0.2. This is your 20%
limit. 11,553.
29 Enter the smaller of line 8, 23, 26, 27,
or 28 0.
30 Subtract line 29 from line 8 0.

31 Add lines 11, 15, 21, 24, and 29.

Amount for Schedule A, Line 14 0.
32 Subtract line 31 from line 9 57,764.
33 Enter the smaller of line 1 or line 32
here on Schedule A, line 14. 0.
34 Subtract line 33 from line 1 0.
35 Add lines 12, 16, 22, 25, 30 and 34.
Carry to next year. 0.
 Charitable Deduction Limits Worksheet 2018
For Carryover Contributions
G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

Step 1. List your qualified charitable contributions made during the year.
1 Enter your cash contributions for qualified disaster relief. Do not include this amount on
line 2 below
Step 2. List your other charitable contributions made during the year.
2 Enter your cash contributions to 50% (60%) limit organizations. Do not include contributions
entered on line 1
3 Enter your non-cash contributions to 50% limit organizations. Do not include contributions
of capital gain property deducted at fair market value
4 Enter your contributions to 50% limit organizations of capital gain property deducted at fair
market value
5 Enter your contributions (other than of capital gain property) to organizations that are not
50% limit organizations
6 Enter your contributions "for the use" of any qualified organization
7 Add lines 5 and 6
8 Enter your contributions of capital gain property to or for the use of any qualified
organization. (But do not enter here any amount entered on line 1, 2 or 3)
Step 3. Figure your deduction for the year and your carryover to the next year.
9 Enter your adjusted gross income 57,764.
10 a Multiply line 9 by 0.5. This is your 50% limit. 28,882. less 0. 28,882.
bMultiply line 9 by 0.6. This is your 60% limit. 34,658. less 0. 34,658.

Limits Deduct Carryover

this year to next
Cash and Other Capital gain year

50% Other 50% Other

Org Org

Cash Contributions to 50%(60%) limit

organizations
11 Enter the smaller of line 2 or line 10b 0.
12 Subtract line 11 from line 2 0.
13 Subtract line 11 from line 10b 34,658.

Contributions to 50% limit

organizations
14 Subtract line 2 from line 10a 28,882.
15 Enter the smallest of line 3, 10a or 14 0.
16 Subtract line 15 from line 3 0.
17 Subtract line 16 from line 15 28,882.

Contributions not to 50% limit

organizations
18 Add lines 2, 3 and 4 0.
19 Multiply line 9 by 0.3. This is your 30%
limit. 17,329. 17,329.
20 Subtract line 18 from line 10a 28,882.
21 Enter the smallest of line 7, 19, or 20 0.
22 Subtract line 21 from line 7 0.
23 Subtract line 21 from line 19 17,329.

Capital gain property to 50% limit

organizations
24 Enter the smallest of line 4, 17, or 19 0.
25 Subtract line 24 from line 4 0.
26 Subtract line 21 from line 20 28,882.
27 Subtract line 24 from line 19 17,329.

Capital gain property not to 50% limit

organizations
28 Multiply line 9 by 0.2. This is your 20%
limit. 11,553.
29 Enter the smaller of line 8, 23, 26, 27,
or 28 0.
30 Subtract line 29 from line 8 0.

31 Add lines 11, 15, 21, 24, and 29.

Amount for Schedule A, Line 14 0.
32 Subtract line 31 from line 9 57,764.
33 Enter the smaller of line 1 or line 32
here on Schedule A, line 14. 0.
34 Subtract line 33 from line 1 0.
35 Add lines 12, 16, 22, 25, 30 and 34.
Carry to next year. 0.
 Charitable Contributions Summary 2018
G Keep for your records
Name(s) Shown on Return Social Security Number
Cindy K Krueger 394-64-5969
Part I Cash Contributions Summary
(a) (b) (c) (d)
Name of Charitable Organization Total 60% 30% 100%
Limit Limit Limit

Totals:

Part II Non-Cash Contributions Summary

Total Other Property Capital Gain Property

(a) (b) (c) (d) (e)

Name of Charitable Organization Total 50% 30% 30% 20%
Limit Limit Limit Limit

Totals:
Part III Contribution Carryovers to 2019
Total Cash and Other Capital Gain
Non-Capital Gain Property Property

(a) (b) (c) (d) (e) (f) (g)

Total 100% 60% 50% 30% 30% 20%
Limit Limit Limit Limit Limit Limit

1 2018 contributions
2 2018 contributions
allowed 0. 0. 0. 0. 0. 0. 0.
3 Carryovers from:
a 2017 tax year
b 2016 tax year
c 2015 tax year
d 2014 tax year
e 2013 tax year
4 Carryovers
allowed in 2018 0. 0. 0. 0. 0.
5 Carryovers
disallowed in 2018 0. 0. 0. 0. 0.
6 Carryovers to 2019:
a From 2018 0. 0. 0. 0. 0. 0.
b From 2017
c From 2016
d From 2015
e From 2014
f From 2013

Part IV Special Situations in Your Return for Current Year Donations

1 Was the entire interest given for all property donated to all charities? X Yes No
2 Were restrictions attached to any charities’s right
to use or dispose of any property donated to any charity? Yes X No
3 Did you give to anyone other than the charity the right to income from any
of the donated property or to possession of any of the donated property? Yes X No
4 Was any charity other than a 60%/50% charity? Yes X No
 Schedule A Miscellaneous Itemized Deductions Worksheet 2018
Lines 16 G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

FOR STATE USE ONLY: Employee Business Expenses ' Subject to 2% Limitation

1 Deductible expenses from Form 2106, line 10 less deductions for

performing artists and armed forces reservists claimed elsewhere 1
2 a Qualified Educator Expenses (from Educator Expenses Worksheet) 2a 700.
b Educator Expense Deduction (from 1040, line 23) 2b 250.
c Excess Educator Expenses (line 2a less line 2b) 2c 450.
3 Union and professional dues 3
4 Professional subscriptions 4
5 Uniforms and protective clothing 5
6 Job search costs 6
7 Tax preparation fees 7
8 Entertainment expenses 8
9 Other:
9

10 Combine lines 1 through 9 10 450.

FOR STATE USE ONLY: Investment

Miscellaneous Expenses ' Subject to 2% Limitation Expense T
Check the box in investment column if an investment expense

11 Depreciation and amortization deductions X 11

12 Casualty/theft losses of property used in services as an employee 12
13 REMIC expenses, from Schedule E X 13
14 Investment expenses related to interest and dividend income X 14
15 Expenses related to portfolio income, from Schedule(s) K-1 X 15
16 Miscellaneous deductions, from Schedule(s) K-1 16
17 Excess deductions on termination, from Schedule(s) K-1 17
18 Investment counsel and advisory fees X 18
19 Certain attorney and accounting fees X 19
20 Safe deposit box rental fees X 20
21 IRA custodial fees X 21
22 Loss incurred from total distribution of all traditional IRAs 22
23 Loss incurred from total distribution of all Roth IRAs 23
24 Loss incurred from final distribution of a QTP investment 24
25 Hobby expense (limited to hobby income) 25
26 Other:
a Prior year government unemployment benefits repaid in 2018 26
b

27 Combine lines 11 through 26 27

FOR FEDERAL AND STATE USE:

Other Miscellaneous Deductions ' Not Subject to 2% Limitation

28 Expenses related to portfolio income, from Schedule(s) K-1 X 28

29 Federal estate tax paid on decedent’s income reported on this return 29
30 Impairment-related expenses of a handicapped employee, from Form 2106 30
31 Amortizable bond premiums on bonds acquired before 10/23/86 31
32 Gambling losses 32
33 Deduction for repayment of amounts under claim of right if over $3,000 33
34 Casualty/theft losses of income-producing property 34
35 Unrecovered investment in annuity 35
36 Ordinary loss attributable to certain debt instruments 36
37 Net Qualified Disaster Loss 37
38 Combine lines 28 through 37 (to Schedule A, line 16) 38
 Form 1040 Standard Deduction Worksheet for Dependents 2018
Line 8 G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

Use this worksheet only if someone can claim you, or your spouse if filing jointly, as a dependent.
1 Is your earned income* more than $700?
Yes. Add $350 to your earned income. Enter the total 1
No. Enter $1,050
2 Enter the amount shown below for your filing status.
? Single or married filing separately ' $12,000
? Married filing jointly or Qualifying widow(er) ' $24,000 2 12,000.
? Head of household ' $18,000
3 Standard deduction.
3 a Enter the smaller of line 1 or line 2. If born after January 1, 1954, and not
blind, stop here and enter this amount on Form 1040, line 8. Otherwise go
to line 3b 3a
3 b If born before January 2, 1954, or blind, multiply the number on
Form 1040 Wks, line 39a, by $1,300 ($1,600 if single or head of household) 3b
3 c Add lines 3a and 3b. Enter the total here and on Form 1040, line 8 3c

*Earned income includes wages, salaries, tips, professional fees, and other compensation received for
personal services you performed. It also includes any taxable scholarship or fellowship grant. Generally,
your earned income is the total of the amount(s) you reported on Form 1040, line 1, and Schedule 1,
lines 12 and 18, minus the amou8nt, if any, on Schedule 1, line 27..
 Earned Income Worksheet 2018
G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

Part I ' Earned Income Credit Worksheet Computation

Taxpayer Spouse Total

1 If filing Schedule SE:
a Net self-employment income
b Optional Method and Church Employee income
c Add lines 1a and 1b
d One-half of self-employment tax
e Subtract line 1d from line 1c
2 If not required to file Schedule SE:
a Net farm profit or (loss)
b Net nonfarm profit or (loss)
c Add lines 2a and 2b
3 If filing Schedule C or C-EZ as a statutory
employee, enter the amount from line 1
of that Schedule C or C-EZ
4 Add lines 1e, 2c and 3. To EIC Wks, line 5

Part II ' Form 2441 and Standard Deduction Worksheet Computations

5 Net self-employment earnings (line 4 above)

6 Wages, salaries, and tips less distributions
from nonqualified or section 457 plans, etc 60,014. 60,014.
7a Taxable employer-provided adoption benefits
b Foreign earned income exclusion
8 Add lines 5 through 7b. To Form 2441, lines 19
and 20 60,014. 60,014.
9a Taxable dependent care benefits
b Nontaxable combat pay
10 Add lines 8, 9a & 9b . To Form 2441, lines
4 and 5 60,014. 60,014.
11 Scholarship or fellowship income not on W-2
12 SE exempt earnings less nontaxable income
13 Distributions from nonqualified/Sec. 457 plans
14 Add lines 5, 6, 7a, 9a and 11 through 13.
To Standard Deduction Worksheet 60,014. 60,014.

Part III ' IRA Deduction Worksheet Computation

15 Net self-employment income or (loss)

16 Wages, salaries, tips, etc 60,014. 60,014.
17 Net self-employment loss
18 Alimony received
19 Nontaxable combat pay
20 Foreign earned income exclusion
21 Keogh, SEP or SIMPLE deduction
22 Combine lines 15 through 21. To IRA Wks, ln 2 60,014. 60,014.

Part IV ' Schedule 8812 and Child Tax Credit Line 11 Worksheet Computations

23 Self-employed, church and statutory employees

24 Wages, salaries, tips, etc 60,014. 60,014.
25 Nontaxable combat pay
26 Combine lines 23 through 25. To Schedule
8812, line 4a & Line 11 Wks, line 2 60,014. 60,014.
 Form 4952 Investment Interest Expense Worksheet 2018
G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

Investment Interest Expense ( Form 4952, line 1)

1 Investment interest expense, from Schedule K-1 1
2 Investment interest expense from royalties 2
3 Other investment interest expense:
a 3a
b b
c c
d d
4 Total investment interest expense. Add lines 1 through 3. 4

Gross Income from Property Held for Investment (Form 4952, line 4a)
5 Taxable investment income:
a From Schedule B, Interest and Dividend Income 5a
b From Schedules K-1, Partnerships, S Corporations, Estates and Trusts b
c From Form 8814, Parents’ Election to Report Child’s Interest and Dividends c
d Total d
6 Royalty income, from Schedule E 6
7 Net passive income from publicly traded partnerships 7
8 Income from nonpassive trade or business without material participation 8
9 Other investment income:
a 9a
b b
c c
d d
10 Total investment income. Add lines 5d through 9. 10

Net Capital Gain Income (Form 4952, lines 4d and 4e)

Regular Tax Alt Min Tax

11 a Net gains from Schedule D, line 16 11 a

b Less net gains from property not held for investment b
c Net gains from property held for investment. c

12 a Net capital gains from Schedule D, lesser of ln 15 or ln 16 12 a

b Less net capital gains from property not held for investment b
c Net capital gains from property held for investment. c

Investment Expenses (Form 4952, line 5)

13 Royalty expenses 13
14 Investment expenses reported on schedule K-1 partnership or S-corp 14
15 Expenses from nonpassive trade or business without material participation 15
16 Other investment expenses:
a 16 a
b b
c c
d d
17 Total investment expenses. Add lines 13 through 17. 17

Allocation of Investment Interest Expense (Schedule A, line 14)

Regular Tax Alt Min Tax

18 Allowed investment interest expense, Form 4952, line 8 18

19 Less amount deducted on other forms and schedules: 19
a Deducted on Schedule E, page 2 for passthru entities a
b Deducted on Schedule E, page 1 for royalties b
c Other amounts deducted on other forms and schedules c
d Total amount deducted on other forms and schedules d
20 Investment interest expense. 20
 Form 1040 Earned Income Credit Worksheet 2018
Line 17a G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

QuickZoom to Schedule EIC

QuickZoom to Dependent Information Worksheet to enter qualifying children information
QuickZoom to Wages, Salaries, & Tips Worksheet to enter earned and non-earned income
QuickZoom to page 2 of this worksheet, if credit is not calculated on line 7

1 Enter the amount from Form 1040 line 1

less amounts considered not earned for EIC purposes 1 60,014.
2 Adjustments to line 1 amount:
a Income reported as wages and as self-employment income 2a
b Other income entered as wages that is not considered earned income b
c Distributions from section 457 and other nonqualified plans reported on W-2 c
3 Subtract lines 2a, 2b and 2c from line 1 3 60,014.
4a Taxpayer’s nontaxable combat pay election for EIC 4a
b Spouse’s nontaxable combat pay election for EIC b
c Total nontaxable combat pay election 4c
5 If you were self-employed or used Schedule C or Schedule C-EZ
as a statutory employee, enter the amount from the
Earned Income Worksheet, line 4 5
6 Earned income. Add lines 3, 4, and 5 6 60,014.
7 Enter the credit, from the EIC Table, for the amount on line 6. Be sure to use
the correct column for filing status and number of children 7 0.

If line 7 is zero, stop. You cannot take the credit.

Enter "No" on the dotted line next to Form 1040, line 17a.

8 Enter your AGI from Form 1040, line 7 8

9 If you have:
? No qualifying children, is the amount on line 8 less than $8,500
($14,200 if married filing jointly)?
? 1 or more qualifying children, is the amount on line 8 less than $18,700
($24,350 if married filing jointly)?

X Yes. Go to line 10 now.

No. Enter the credit, from the EIC Table, for the amount on line 8. Be
sure to use the correct column for filing status and number of children 9
10 Earned income credit.
? If ’Yes’ on line 9, enter the amount from line 7
? If ’No’ on line 9, enter the smaller of line 7 or line 9 10

Enter line 10 amount on Form 1040, line 17a.

Cindy K Krueger 394-64-5969 Page 2

If one or more of the boxes below are checked, the earned income credit is not allowed.

1 The total taxable earned income (line 6 above) is equal to or more than:
$15,270 ($20,950 if married filing jointly) without a qualifying child.
X $40,320 ($46,010 if married filing jointly) with one qualifying child.
$45,802 ($51,492 if married filing jointly) with two qualifying children.
$49,194 ($54,884 if married filing jointly) with more than two qualifying children.

2 The Adjusted Gross Income (line 8 above) is equal to or more than:

$15,270 ($20,950 if married filing jointly) without a qualifying child.
X $40,320 ($46,010 if married filing jointly) with one qualifying child.
$45,802 ($51,492 if married filing jointly) with two qualifying children.
$49,194 ($54,884 if married filing jointly) with more than two qualifying children.

3 Investment income is more than $3,500.

(Investment Income Smart Worksheet, item H above)

4 The married filing separate return status is checked.

(Information Worksheet, Part II)

5 Taxpayer (or spouse if filing joint) is a qualifying child of another person.

(Information Worksheet, Part IV)

6 Without a qualifying child, and your (or your spouse’s, if married filing jointly)
main home is in the U.S. less than half the year.
(Information Worksheet, Part IV)

7 Without a qualifying child, and taxpayer (and spouse if filing joint) are under age 25
or over age 64.
(Information Worksheet, Part I)

8 Without a qualifying child, and taxpayer (or spouse if filing joint) is eligible to be claimed
as a dependent on someone else’s return.
(Information Worksheet, Part I)

9 Social Security Number is invalid for EIC purposes, for taxpayer, (or spouse,
if married filing joint).
(Information Worksheet, Part I)

10 Have qualifying children, but all are either

a qualifying children of another person, or
b invalid social security numbers for EIC purposes.
(Information Worksheet, Part III)

11 Disallowed by IRS to claim Earned Income Credit in 2018.

(Information Worksheet, Part IV)

12 Filing Form 2555, Foreign Earned Income.

13 Not a citizen or resident alien for the entire year, claiming dual status.
(Information Worksheet, Part VI)

14 Head of household filing status and lived with nonresident alien spouse during the last six
months of the year.
(Information Worksheet, Part IV)
Cindy K Krueger 394-64-5969 Page 3

Compliance and Due Diligence Information

1 Is this how long your dependents lived with you in the U.S in 2018?

Yes, all of the above is correct.

No, I’ll go back and review my dependent information.
The IRS may ask you for documents to prove you lived with anyone you’re claiming for the Earned
Income Credit.

Is this where you lived with your dependents the longest in 2018?

2 Yes, my dependents lived with me at this address.

No, I’d like to add an additional address where I lived with my dependents. Use the Interview to
add an additional address where you lived with your dependents the longest in 2018.

Compliance and Due Diligence Indicator X

Disqualified from Earned Income Credit X Yes No

Potential qualifying child count 1

Non dependent potential qualifying child count 0
Qualifying child count (max 3) 1
 Schedule SE Adjustments Worksheet 2018
G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

(a) Taxpayer (b) Spouse

QuickZoom to the Short Schedule SE (Schedule SE, page 1)

QuickZoom to the Long Schedule SE (Schedule SE, page 2)

A Use Long Schedule SE, even if qualified to use Short Schedule SE

B Approved Form 4029. Exempt from SE tax on all income
C Chapter 11 bankruptcy net profit or loss for Schedule SE, line 3
D QuickZoom to the Explanation statement for any adjustment to
SE income/loss shown on a partnership K-1. (See Help)

Part I Farm Profit or (Loss) Schedule SE, line 1

1 Total Schedules F
2 Farm partnerships, Schedules K-1
3 Other SE farm profit or (loss) (See Help)
4 Less SE exempt farm profit or (loss) (See Help)
5 Total for Schedule SE, line 1
6 Conservation Reserve Program payments not subject to self-
employment tax reported on:
a Schedule F, line 4b
b Schedule K-1 (Form 1065), box 20, code AH
c Total CRP payments not subject to SE tax

Part II Nonfarm Profit or (Loss) Schedule SE, line 2

1a Total Schedules C
b Less SE exempt Schedules C (approved Form 4361)
2 Nonfarm partnerships, Schedules K-1
3 Forms 6781
4 Other SE income reported as income on Form 1040, line 7
5a Clergy Form W-2 wages
b Clergy housing allowance
c Less clergy business deductions
d QuickZoom to the Explanation statement for entry on line 5c
6 Other SE nonfarm profit or (loss) (See Help)
7 Less other SE exempt nonfarm profit or (loss) (See Help)
8 Total for Schedule SE, line 2
9 Exempt Notary Public income for Schedule SE, line 3 (See Help)

Part III Farm Optional Method Schedule SE, page 2, Part II

1 Use Farm Optional Method
2 Gross farm income from Schedules F
3 Gross farming or fishing income from partnership Schedules K-1
4 Other gross farming or fishing self-employment income
5 Total gross income for Farm Optional Method

Part IV Nonfarm Optional Method Schedule SE, page 2, Part II

1 Use Nonfarm Optional Method (Must have had net SE earnings
of $400 or more in 2 of prior 3 years and used the
Nonfarm Optional Method less than 5 times)
2 Gross nonfarm income from Schedules C
3 Gross nonfarm income from partnership Schedules K-1
4 Other gross nonfarm self-employment income
5 Total gross income for Nonfarm Optional Method
 Form 1040 Student Loan Interest Deduction Worksheet 2018
Line 33 G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

Part I Information from Form(s) 1098-E, Student Loan Interest Statement

(a) (b) (c) (d) (e)

Lender’s name Borrower Borrower’s Prior Year Student loan
(Taxpayer, social security Student Loan interest
Spouse) number Interest (Box 1)

Great Lakes Taxpayer 394-64-5969 2,000. 2,000.

Total student loan interest 2,000.

Part II Computation of Student Loan Interest Deduction

1 Enter the total interest you paid in 2018 on qualified student loans 1 2,000.
(see Form 1040 instructions).
2 Enter the smaller of line 1 or $2,500 2 2,000.
3 Modified AGI 3 59,764.
Note: If line 3 is $80,000 or more if single, head of household, or qualifying
widow(er) or $165,000 or more if married filing jointly, stop here. You cannot
take the deduction.
4 Enter: $65,000 if single, head of household, or qualifying widow(er);
$135,000 if married filing jointly 4 65,000.
5 Subtract line 4 from line 3. If zero or less, enter -0- here and on line 7, skip
line 6, and go on to line 8 5 0.
6 Divide line 5 by $15,000 or $30,000 if married filing jointly.
Enter the result as a decimal (rounded to at least three places) 6 0.0000
7 Multiply line 2 by line 6 7 0.
8 Student loan interest deduction. Subtract line 7 from line 2. Enter the result
here and on Form 1040, Sch 1, line 33. Do not include this amount in figuring
any other deduction on your return (such as on Schedule A, C, E, etc.) 8 2,000.

* Modified AGI is the amount from Form 1040, line 6, increased by any excludable income from Puerto
Rico, or of bona fide residents of American Samoa, Guam, or the Commonwealth of the Northern
Mariana Islands, and foreign earned income/housing exclusion, and decreased by amounts on
Schedule 1 (Form 1040), lines 23 through 32 and any write-in amount next to line 36, not including the
Foreign housing deduction on line A of the Other Adjustments to Income Smart Worksheet.
 Form 1040 Educator Expenses Worksheet 2018
Line 23 G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

Caution: Do not enter the same educator expenses on Schedule A or Form 2106. The
program will automatically transfer remaining educator expenses to the
Miscellaneous Itemized Deductions Worksheet.

Taxpayer Spouse

1 Qualified educator expenses 700.

2 Non-taxable Coverdell ESA distributions
3 Non-taxable qualified tuition program
distributions
4 Subtract lines 2 and 3 from line 1 700.

5 Qualified educator expenses from line 4 700.

6 Excludable interest on series EE and I U.S. savings bonds issued after 1989
from Form 8815, line 14
7 Subtract line 6 from line 5 700.
8 Educator expenses deduction. Report this amount on Form 1040 Schedule 1, line 23
(see Help) 250.
9 Subtract line 8 from line 1. This amount transfers to the Miscellaneous Itemized
Deductions Worksheet, line 2 when the box on line 10 is not checked 450.
10 Check the box if you do NOT want to transfer excess educator expenses
to Schedule A, Miscellaneous Itemized Deductions Worksheet

Note: Excess educator expenses are no longer deductible as a federal miscellaneous

itemized deduction. They may be deducitble for states, however, that do not
conform to this federal change.
 Form 6251 Schedule D Tax Worksheet 2018
Line 37 as refigured for the
Alternative Minimum Tax
G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

(a) (b) (c)

Before Allocation of After
Allocation of Capital Gain Allocation of
Capital Gain Excess * Capital Gain
Excess * Excess

1 Not applicable
2 Enter your total qualified dividends as refigured for
the Alternative Minimum Tax (AMT):
a Total qualified dividends
b Adjustment from Schedules K-1
c Other adjustments to qualified dividends
d Total. Combine lines 2a, 2b, and 2c 0. 0.
3 Enter the amount from Form 4952 for AMT, line 4g
4 Enter the amount from Form 4952 for AMT, line 4e
5 Subtract line 4 from line 3. If zero or less, enter -0- 0. 0.
6 Subtract line 5 from line 2. If zero or less, enter -0- 0. 0.
7 Net long-term capital gain:
a Enter the gain from line 15 of Schedule D
as refigured for the AMT 0.
b Enter the gain from line 16 of Schedule D
as refigured for the AMT 0.
c Enter the smaller of line 7a or line 7b 0. 0.
8 Enter the smaller of line 3 or line 4
9 Subtract line 8 from line 7c. If zero or less, enter -0- 0. 0. 0.
10 Add lines 6 and 9 0. 0.
A Enter the amount from Form 6251, line 6. 0.
B Capital gain excess. Subtract line A from line 10. * 0.
11 Total 28% rate and unrecaptured section 1250 gain:
a Enter the gain from line 18 of Schedule D
as refigured for the AMT 0.
b Enter the gain from line 19 of Schedule D
as refigured for the AMT
c Add lines 11a and 11b 0.
12 Enter the smaller of line 9 or line 11c 0.
13 Subtract line 12 from line 10. Also enter this amount
on Form 6251, line 13. 0.

* Capital gain excess applies only if filing Form 2555, Foreign Earned Income.
 Form 6251 Alternative Minimum Tax Worksheet 2018
G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

Taxable Income ' Line 1

1 Enter the amount from Form 1040, line 10, if more than zero. If Form 1040,
line line 10, is zero, subtract lines 8 and 9 of Form 1040 from line 7 of Form
1040 and enter the result here. (If less than zero, enter as a negative amount.) 1 45,764.
2 Additions to income 2
3 Add lines 1 and 2 3 45,764.
4 Subtractions from income 4
5 Subtract line 4 from line 3. Enter on Form 6251, line 1 5 45,764.

Taxes ' Line 2a

1 Generation skipping transfer taxes included on Schedule A, line 6 1

Refund of Taxes ' Line 2b

1 Taxable refund of state and local income tax 1 0.

2 Amount and description of any refund of state and local personal property
taxes, foreign income or real property taxes deducted after 1986 2
3 Total tax refund adjustment. Enter on Form 6251, line 2b 3 0.

Alternative Tax Net Operating Loss Deduction (ATNOLD) ' Line 2f

1 Alternative minimum taxable income (AMTI) without ATNOLD 1 57,764.

2 Enter adjustments 2
3 Adjustment for domestic production activities deduction 3
4 Adjusted AMTI without ATNOLD. Add lines 1-3 4 57,764.
5 ATNOLD limitation. Multiply line 4 by 90% 5 51,988.
6 Enter ATNOL carried to 2017 from other year(s) 6
7 Enter ATNOL included above attributable to qualified disaster losses 7
8 ATNOL above not attributable to qualified disaster losses. Line 6 minus 7 8
9 ATNOL deduction other than qualified disaster losses. Lesser of line 5 or 8 9
10 ATNOL Disaster Deduction. Lesser of line 7 or (line 4 minus line 9) 10
11 ATNOLD. Add lines 9 and 10. Enter on Form 6251, line 2f, as neg 11

Incentive Stock Options ' Line 2i

1 Incentive stock options adjustment from Schedule K-1 worksheets 1

2 Incentive stock options from Employer Stock Transaction Worksheets 2
3 Incentive stock options from Exercise of Stock Options Worksheets 3
4 Other incentive stock options 4
5 Total incentive stock options. Enter on Form 6251, line 2i 5
Cindy K Krueger 394-64-5969 Page 3
Alternative Minimum Taxable Income ' Line 4

If married filing separately and Form 6251, line 4, is more than $718,800:
1 Alternative minimum taxable income, Form 6251 1
2 Threshold amount 2
3 Subtract line 2 from line 1 3
4 Multiply line 3 by 25% (.25) 4
5 Smaller of line 4 or $54,700 5
6 Add line 1 and line 5. Enter on Form 6251, line 4 6

Exemption ' Line 5

1 Enter $70,300 if single or head of household, $109,400 if married filing jointly

or qualifying widow(er), $54,700 if married filing separately 1 70,300.
2 Enter your alternative minimum taxable income from Form 6251, line 4 2 57,764.
3 Enter $500,000 if single or head of household, $1,000,000 if married filing
jointly or qualifying widow(er), $500,000 if married filing separately 3 500,000.
4 Subtract line 3 from line 2. If zero or less, enter -0- 4 0.
5 Multiply line 4 by 25% (.25) 5 0.
6 Subtract line 5 from line 1. If zero or less, enter -0- 6 70,300.
If any of the three conditions under Certain Children Under Age 24 apply, go
to line 7. Otherwise, enter this amount on Form 6251, line 29.
7 Minimum exemption amount for certain children under age 24 7
8 a Enter the child’s earned income, if any 8a
b Enter any adjustments b
9 Add lines 7, 8a and 8b. If zero or less, enter -0- 9
10 Enter the smaller of line 6 or line 9 here and on Form 6251, line 5. 10
 Form 6251 Foreign Earned Income 2018
Line 7 Alternative Minimum Tax Worksheet
G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

1 Enter amount from Form 6251, line 6 1

2 a Enter amount from Form(s) 2555, lines 45 and 50 2a
b Enter the total amount of any itemized deductions or exclusions you could not
claim because they are related to excluded income 2b
c Subtract line 2b from line 2a. If zero or less, enter 0 2c
3 Add line 1 and line 2c. Enter the result here and on Form 6251 line 36 3
4 Tax on amount on line 3
? If you reported capital gain distributions directly on Schedule 1 (Form 1040),
line 13; or you reported qualified dividends on Form 1040, line 3a; or you
had a gain on both line 15 and 16 of Schedule D (Form 1040), enter the
amount from line 3 of this worksheet on Form 6251, line 12. Complete the
rest of Part III of Form 6251. However, before completing Part III, see Form
2555 to see if you must complete Part III with certain modifications. Then
enter the amount from Form 6251, line 40 here.
? All Others: If line 3 is $191,100 or less ($95,550 or less if married filing
separately), multiply line 3 by 26% (.26). Otherwise, multiply line 3 by 28%
(.28) and subtract $3,822 ($1,911 if married filing separately) from
the result. 4
5 Tax on amount on line 2c. If line 2c is $191,100 or less ($95,550 or less if
married filing separately), multiply line 2c by 26% (.26). Otherwise, multiply
line 2c by 28% (.28) and subtract $3,822 ($1,911 if married filing separately)
from the result 5
6 Subtract line 5 from line 4. Enter here and on Form 6251, line 7. If zero or
less, enter 0 6
 Federal Carryover Worksheet 2018
G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

2017 State and Local Income Tax Information

(a) (b) (c) (d) (e) (f) (g)

State or Paid With Estimates Pd Total With- Paid With Total Over- Applied
Local ID Extension After 12/31 held/Pmts Return payment Amount
WI 3,330. 483.

Totals 3,330. 483.

2017 State Extension Information 2017 Locality Extension Information

(a) (b) (a) (b)

State Paid With Extension Locality Paid With Extension

2017 State Estimates Information 2017 Locality Estimates Information

(a) (c) (a) (c)

State Estimates Paid After 12/31 Locality Estimates Paid After 12/31

2017 State Taxes Due Information 2017 Locality Taxes Due Information

(a) (e) (a) (e)

State Paid With Return Locality Paid With Return

2017 State Refund Applied Information 2017 Locality Refund Applied Information

(a) (g) (a) (g)

State Applied Amount Locality Applied Amount

2017 State Tax Refund Information 2017 Locality Tax Refund Information

(a) (d) (f) (a) (d) (f)

Total Total Total Total
State Withheld/Pmts Overpayment Locality Withheld/Pmts Overpayment
WI 3,330. 483.
Federal Carryover Worksheet page 2 2018

Cindy K Krueger 394-64-5969

Other Tax and Income Information 2017 2018

1 Filing status 1 1 Single 1 Single

2 Number of exemptions for blind or over 65 (0 - 4) 2
3 Itemized deductions 3 3,330. 3,402.
4 Check box if required to itemize deductions 4
5 Adjusted gross income 5 56,990. 57,764.
6 Tax liability for Form 2210 or Form 2210-F 6 5,370. 6,010.
7 Alternative minimum tax 7
8 Federal overpayment applied to next year estimated tax 8

QuickZoom to the IRA Information Worksheet for IRA information

Excess Contributions 2017 2018

9a Taxpayer’s excess Archer MSA contributions as of 12/31 9a

b Spouse’s excess Archer MSA contributions as of 12/31 b
10 a Taxpayer’s excess Coverdell ESA contributions as of 12/31 10 a
b Spouse’s excess Coverdell ESA contributions as of 12/31 b
11 a Taxpayer’s excess HSA contributions as of 12/31 11 a
b Spouse’s excess HSA contributions as of 12/31 b

Loss and Expense Carryovers 2017 2018

Note: Enter all entries as a positive amount

12 a Short-term capital loss 12 a

b AMT Short-term capital loss b
13 a Long-term capital loss 13 a
b AMT Long-term capital loss b
14 a Net operating loss available to carry forward 14 a
b AMT Net operating loss available to carry forward b
15 a Investment interest expense disallowed 15 a
b AMT Investment interest expense disallowed b
16 Nonrecaptured net Section 1231 losses from: a 2018 16 a
b 2017 b
c 2016 c
d 2015 d
e 2014 e
f 2013 f
17 AMT Nonrecap’d net Sec 1231 losses from: a 2018 17 a
b 2017 b
c 2016 c
d 2015 d
e 2014 e
f 2013 f
Federal Carryover Worksheet page 3 2018
Cindy K Krueger 394-64-5969

Credit Carryovers 2017 2018

18 General business credit 18

19 Adoption credit from: a 2018 19 a
b 2017 b
c 2016 c
d 2015 d
e 2014 e
f 2013 f
20 Mortgage interest credit from: a 2018 20 a
b 2017 b
c 2016 c
d 2015 d
21 Credit for prior year minimum tax 21
22 District of Columbia first-time homebuyer credit 22
23 Residential energy efficient property credit 23

Other Carryovers 2017 2018

24 Section 179 expense deduction disallowed 24

25 Excess a Taxpayer (Form 2555, line 46) 25 a
foreign b Taxpayer (Form 2555, line 48) b
housing c Spouse (Form 2555, line 46) c
deduction: d Spouse (Form 2555, line 48) d

Charitable Contribution Carryovers

26 2017 Carryover of Other Property Capital Gain Cash

charitable contributions
from: (a) 50% (b) 30% (c) 30% (d) 20% (e) 60%

a 2017
b 2016
c 2015
d 2014
e 2013

27 2018 Carryover of Other Property Capital Gain Cash

charitable contributions
from: (a) 50% (b) 30% (c) 30% (d) 20% (e) 60%

a 2018
b 2017
c 2016
d 2015
e 2014

28 Amount overpaid less earned income credit 4,541.

2017 State Capital Loss Carryovers (For users not transferring from the prior year)

State Short-term AMT Short-term Long-term AMT Long-term Capital Loss AMT Capital Loss
ID Capital Loss Capital Loss Capital Loss Capital Loss (combined) (combined)
for State for State for State for State for State for State
 Form 8582 Modified Adjusted Gross Income Worksheet 2018
Line 7 G Keep for your records

Name(s) Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

Description Amount

Income

Wages 60,014.
Interest income before Series EE bond exclusion
Dividend income
Tax refund 0.
Alimony received
Nonpassive business income or loss
Royalty and nonpassive rental activities income or loss
Nonpassive partnership income or loss
Nonpassive S corporation income or loss
Nonpassive farm rental income or loss
Nonpassive farm income or loss
Nonpassive estate and trust income or loss
Real estate mortgage investment conduits
Business gains and losses from nonpassive activities
Capital gains and losses
Taxable IRA distributions
Taxable pension distributions
Unemployment compensation
Other income

Total income 60,014.

Adjustments

Educator expenses 250.

Certain business expenses of reservists, performing artists, and government officials
Health savings account deduction
Moving expenses
Self-employed SEP, SIMPLE, and qualified plans
Self-employed health insurance deduction
Penalty on early withdrawals of savings
Alimony paid
Other adjustments

Total adjustments 250.

Modified adjusted gross income 59,764.

 Two-Year Comparison 2018

Name(s) Shown on Return Social Security Number

Cindy K Krueger

Income 2017 2018 Difference %

Wages, salaries, tips, etc 58,990. 60,014. 1,024. 1.74

Interest and dividend income
State tax refund 0. 0.
Business income (loss)
Capital and other gains (losses)
IRA distributions
Pensions and annuities
Rents and royalties
Partnerships, S Corps, etc
Farm income (loss)
Social security benefits
Income other than the above
Total Income 58,990. 60,014. 1,024. 1.74
Adjustments to Income 2,000. 2,250. 250. 12.50
Adjusted Gross Income 56,990. 57,764. 774. 1.36

Itemized Deductions
Medical and dental
Income or sales tax 3,330. 3,402. 72. 2.16
Real estate taxes
Personal property and other taxes
Interest paid
Gifts to charity
Casualty and theft losses
Miscellaneous
Phaseout of itemized deductions 0. 0.
Total Itemized Deductions 3,330. 3,402. 72. 2.16
Standard or Itemized Deduction 6,350. 12,000. 5,650. 88.98
Exemption Amount 8,100. 0. -8,100. -100.00
Qualified Business Income Deduction
Taxable Income 42,540. 45,764. 3,224. 7.58

Income tax 6,370. 6,010. -360. -5.65

Additional income taxes
Alternative minimum tax
Total Income Taxes 6,370. 6,010. -360. -5.65
Nonbusiness credits 1,000. -1,000. -100.00
Business credits
Total Credits 1,000. -1,000. -100.00
Self-employment tax
Other taxes 0. 0. 0.
Total Tax After Credits 5,370. 6,010. 640. 11.92
Withholding 9,911. 8,485. -1,426. -14.39
Estimated and extension payments
Earned income credit
Additional child tax credit
Other payments
Total Payments 9,911. 8,485. -1,426. -14.39
Form 2210 penalty
Applied to next year’s estimated tax
Refund 4,541. 2,475. -2,066. -45.50
Balance Due

Current year effective tax rate 10.40 %

 Tax Summary 2018
G Keep for your records

Name (s)
Cindy K Krueger

Total income 60,014.

Adjustments to income 2,250.
Adjusted gross income 57,764.
Itemized/standard deduction 12,000.
Qualified business income deduction
Taxable income 45,764.
Tentative tax 6,010.
Additional taxes
Alternative minimum tax
Total credits
Other taxes 0.
Total tax 6,010.
Total payments 8,485.
Estimated tax penalty
Amount Overpaid 2,475.
Refund 2,475.
Amount Applied to Estimate
Balance due 0.
 Compare to U. S. Averages 2018
G Keep for your records

Name(s) Shown on Return Social Security No

Cindy K Krueger 394-64-5969

Your 2018 adjusted gross income (AGI) 57,764.

National adjusted gross income range used below from 50,000. to 99,999.

Note: National average amounts have been adjusted for inflation. See Help for details.

Actual National
Selected Income, Deductions, and Credits Per Return Average

Salaries and wages 60,014. 64,724.

Taxable interest 919.
Tax-exempt interest 6,266.
Dividends 4,023.
Business net income 17,765.
Business net loss 6,965.
Net capital gain 6,477.
Net capital loss 2,228.
Taxable IRA 16,272.
Taxable pensions and annuities 28,457.
Rent and royalty net income 8,480.
Rent and royalty net loss 8,669.
Partnership and S corporation net income 23,184.
Partnership and S corporation net loss 10,890.
Taxable social security benefits 17,931.

Medical and dental expenses deduction 9,818.

Taxes paid deduction 3,402. 6,762.
Interest paid deduction 7,715.
Charitable contributions deduction 3,452.
Total itemized deductions 3,402. 20,056.

Child care credit 603.

Education tax credits 1,345.
Child tax credit 1,674.
Retirement savings contributions credit 176.
Earned income credit 334.

Other Information Actual National

Per Return Average

Adjusted gross income 57,764. 74,674.

Taxable income 45,764. 50,607.
Income tax 6,010. 6,951.
Alternative minimum tax 1,540.
Total tax liability 6,010. 7,337.
 ELECTRONIC POSTMARK - CERTIFICATION OF ELECTRONIC FILING

Taxpayer: Cindy K Krueger

Primary SSN: 394-64-5969

Federal Return Submitted: February 02, 2019 05:30 AM PST

Federal Return Acceptance Date: 02/02/2019

The Intuit Electronic Postmark shows the date and time Intuit received your federal tax return. The Intuit
Electronic Postmark documents the filing date of your income tax return, and the electronic postmark
information should be kept on file with your tax return and other tax-related documentation.

There are two important aspects of the Intuit Electronic Postmark:

1. THE INTUIT ELECTRONIC POSTMARK.

The electronic postmark shows the date and time Intuit received the federal return, and is deemed the
filing date if the date of the electronic postmark is on or before the date prescribed for filing of the
federal individual income tax return.

TIMELY FILING:
For your federal return to be considered filed on time, your return must be postmarked on or before
midnight April 15, 2019. Intuit’s electronic postmark is issued in the Pacific Time (PT) zone. If you are
not filing in the PT zone, you will need to add or subtract hours from the Intuit Electronic Postmark time
to determine your local postmark time. For example, if you are filing in the Eastern Time (ET) zone and
you electronically file your return at 9 AM on April 15, 2019, your Intuit electronic postmark will indicate
April 15, 2019, 6 AM. If your federal tax return is rejected, the IRS still considers it filed on time if the
electronic postmark is on or before April 15, 2019, and a corrected return is submitted and accepted
before April 20, 2019. If your return is submitted after April 20, 2019, a new time stamp is issued to
reflect that your return was submitted after the IRS deadline and, consequently, is no longer considered
to have been filed on time.

If you request an automatic six-month extension, your return must be electronically postmarked by
midnight October 15, 2019 If your federal tax return is rejected, the IRS will still consider it filed on time
if the electronic postmark is on or before October 15, 2019, and the corrected return is submitted and
accepted by October 20, 2019.

2. THE ACCEPTANCE DATE.

Once the IRS accepts the electronically filed return, the acceptance date will be provided by the Intuit
Electronic Filing Center. This date is proof that the IRS accepted the electronically filed return.
We need your consent - Early Access
This is an IRS requirement

IRS regulations require the following statements:

"Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use
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You are not required to complete this form to engage our tax return preparation services. If we obtain
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If you believe your tax return information has been disclosed or used improperly in a manner
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F7216U01 SBIA5001
Read and accept this Disclosure Consent
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"Federal law requires this consent form be provided to you. Unless authorized by law, we cannot
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You are not required to complete this form to engage our tax return preparation services. If we obtain
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consent is valid for one year from the date of signature."

If you believe your tax return information has been disclosed or used improperly in a manner
unauthorized by law or without your permission, you may contact the Treasury Inspector General for
Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at complaints@tigta.treas.gov.

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sbia5101 F7216D
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Entering your name and date below allows us to disclose the data below to ID Notify's parent
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First Name, Middle Initial, Last Name, Date of Birth, Phone Number, Street Address, City, State,
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IRS regulations require the following statements:

"Federal law requires this consent form be provided to you. Unless authorized by law, we cannot
disclose your tax return information to third parties for purposes other than the preparation and filing of
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You are not required to complete this form to engage our tax return preparation services. If we obtain
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If you believe your tax return information has been disclosed or used improperly in a manner
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sbia5102 F7216D02
IMPORTANT DISCLOSURES

If you are owed a federal tax refund, you have a right to choose how you will receive the
refund. There are several options available to you. Please read about these options below.

You can file your federal tax return electronically or by paper and obtain your federal tax refund directly
from the Internal Revenue Service ("IRS") for free. If you file your tax return electronically, you can
receive a refund check directly from the IRS through the U.S. Postal Service in 21 to 28 days from
the time you file your tax return or the IRS can deposit your refund directly into your bank account in less
than 21 days from the time you file your tax return unless there are delays by the IRS. If you file a paper
return through the U.S. Postal Service, you can receive a refund check directly from the IRS through the
U.S. Postal Service in 6 to 8 weeks from the time the IRS receives your return or the IRS can deposit
your refund directly into your bank account in 6 to 8 weeks from the time the IRS receives your return.
However, if your return contains Earned Income Tax Credit or Additional Child Tax Credit, the IRS will
issue your refund no earlier than February 15, 2019.

You can file your tax return electronically, select the Refund Processing Service ("RPS"), and have
your federal income tax refund processed through a processor using banking services of a financial
institution. The RPS allows your refund to be deposited into a bank account intended for one-time use
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amounts authorized by you and disburse the balance of your refund proceeds to you. Unless there are
delays by the IRS, refunds are received in less than 21 days from the time you file your tax return
electronically. However, if your return contains Earned Income Tax Credit or Additional Child Tax Credit,
the IRS will issue your refund no earlier than February 15, 2019.

The RPS is not necessary to obtain your refund. If you have an existing bank account,
you do not need to use the RPS in order to receive a direct deposit from the IRS. You
may consult the IRS website (irs.gov) for information about tax refund processing.

If you select the RPS, no prior debt you may owe to Bank will be deducted from your
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You can change your income tax withholdings which might result in you receiving additional funds
throughout the year rather than waiting to receive these funds potentially in an income tax refund next
year. Please consult your employer or tax advisor for additional details.

Information regarding low-cost deposit accounts may be available at www.mymoney.gov .

The chart below shows the options for filing your tax return (e-file or paper return), the
RPS product, refund disbursement options, estimated timing for obtaining your tax refund
proceeds, and costs associated with the various options.
 WHAT TYPE WHAT ARE YOUR WHAT IS THE WHAT COSTS DO YOU
OF FILING DISBURSEMENT ESTIMATED TIME TO INCUR IN ADDITION
METHOD? OPTIONS? RECEIVE REFUND? TO TAX PREPARATION
FEES?

PAPER RETURN IRS direct deposit to Approximately Free

your personal bank 6 to 8 weeks 3
No Refund Processing account.
Service
Check mailed by IRS Approximately
to address on tax 6 to 8 weeks 3
return.

ELECTRONIC IRS direct deposit to Usually within 21 days 3 Free

FILING your personal bank
(E-FILE) account.

No Refund Processing Check mailed by IRS Approximately

Service to address on tax 21 to 28 days 3
return.

ELECTRONIC (a) Direct deposit to Usually within Free option with your
FILING your personal bank 21 days 3 purchase of TurboTax
(E-FILE) account, or Premium Services or
TurboTax MAX 2
Refund Processing (b) Load to your
Service prepaid card 1.

1 You may incur additional charges from the issuer of the prepaid card if you select to have your tax
refund loaded on a prepaid debit card. Bank is not affiliated with the issuer of the prepaid card.

2 The cost of TurboTax Premium Services and TurboTax MAX ranges depending on the edition of TurboTax
purchased. See Section 3 of the Refund Processing Agreement on the next page for the cost of the
service you have chosen.

3 However, if your return contains Earned Income Tax Credit or Additional Child Tax Credit, the IRS
will issue your refund no earlier than February 15, 2019.

Questions? Call 1-877-908-7228

 Pro Delegation Worksheet 2018
Check this box if you are preparing this return as a PRO preparer

Preparer / Electronic Return Originator (ERO) Information

Print name in signature area?

Preparer Name
Preparer Tax ID # (PTIN)
NY Tax Preparer Registration # or NY Exclusion Code
For NM, OR Preparers Only: State ID#
Preparer E-mail Print date on return?
Preparer Phone CAF #
Electronic Filing Only: ERO Practitioner PIN

Electronic Filing and Printing of Tax Return Information

Electronic Filing:
File federal return electronically
File state returns electronically

Select state returns to file electronically:

State(s)

New! State e-file disclosure consent:

By using a computer system and software to prepare and transmit my client’s return electronically, I
consent to the disclosure of all information pertaining to my use of the system and software to create my
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Revenue, as applicable by law.

Print and Mail Selections (use only if e-file ineligible):

Federal return printed and mailed to IRS
State return printed and mailed to state agency

Select state returns to file by mail:

State(s)

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Sign return electronically using Practitioner PIN
Choose one:
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Preparer entered PIN(s) on behalf of taxpayer(s)

Taxpayer’s PIN (enter any 5 numbers).

Spouse’s PIN filing a joint return (enter any 5 numbers)
Date PIN entered

Identity Verification Information

Driver’s License and/or State Id:

Taxpayer and Spouse (if applicable) driver’s license and/or state identification must be completed on the
federal information worksheet prior to e-filng the return.
Documents Used to Verify Primary Taxpayer Identity:
Driver’s license
State issued identification card
Passport
Account statement from financial institution
Utility billing statement
Credit card billing statement

Finish and File Info:

To indicate a client return download in FnF

fdiv8001.SCR 12/19/17
Cindy K Krueger 394-64-5969 1

Smart Worksheets from your 2018 Federal Tax Return

SMART WORKSHEET FOR: 1040 Wks: 1040 Worksheet

Tax Smart Worksheet

A Tax 6,010.
Check if from:
1 Tax table X
2 Tax Computation Worksheet (see instructions)
3 Schedule D Tax Worksheet
4 Qualified Dividends and Capital Gain Tax Worksheet
5 Schedule J
6 Form 8615
7 Foreign Earned Income Tax Worksheet
B Additional tax from Form 8814
C Additional tax from Form 4972
D Tax from additional Form(s) 4972
E Recapture tax from Form 8863
F IRC Section 197(f)(9)(B)(ii) election for an additional tax
G Health Coverage Tax Credit Recovery, Form 8885, Line 5, if negative
H Tax. Add lines A through G. Enter the result here and include in tax below 6,010.

SMART WORKSHEET FOR: Federal Information Worksheet

TurboTax for the Web Filing Status Smart Worksheet

Check this box to override the filing status selected thru Interview
Marital Status
Filing Status Selected

SMART WORKSHEET FOR: Federal Information Worksheet

2017 Tax Cuts & Jobs Act

Apply 15-year recovery period to qualified improvement property
(asset types J2, J3, J4 and J5)
placed in service after December 31, 2017?
Yes No X
Refer to Tax Help
IMPORTANT NOTE: The Coronavirus Aid, Relief, and Economic Security (CARES) Act signed into
law on March 27, 2020 has retroactively made qualified improvement property 15-year property.
Refer to Tax Help
Cindy K Krueger 394-64-5969 2

SMART WORKSHEET FOR: Dependent Information Worksheet (Bridget)

Dependency/EIC Smart Worksheet

NOTE: It is recommended that you answer the questions below using the Step-by-Step mode.
That will help insure that answers to the questions are not inconsistent.

A How many months did this person live with you? The whole year
Note: If born or died in current year and lived with you entire time or qualified
missing child select "The whole year". If more than one-half the year select 7
or more
B Who are the parents of this person?
(Used to determine if additional questions are necessary for children of divorced parents.)
Both Taxpayer and spouse
Taxpayer X
Spouse
C Did this person provide more than 1/2 of their own support? Yes X No
D Was this person married on December 31, 2018 and filing a joint return
for the year (You may answer no if the only reason the joint return is filed
is to get a refund of tax withheld or estimated tax payments and neither
spouse would have a tax liability on their return if they filed separate
returns)? Yes X No
Detailed answers for this question. This dependent:
- Was married on December 31, 2018 Yes X No
- If married, filed a joint return for the year Yes No
- If filed joint return, only filed to get a refund of
tax withheld or estimated tax payments Yes No
- If filed married filing separate, neither spouse
had a tax liability on their return if they had filed
separately Yes No
E Is this person a Full time student? Yes No
F Is this person’s gross income less than $4,150? Yes No
1 Did you provide over 1/2 the support for this person?
or
Did you provide over 10% of the support for the person and with other
individuals who would be able to claim the person except for the
support test over 1/2 the support and all of you have agreed that you
alone will claim the person and you have filled out the Multiple Support
Declaration, Form 2120, to attach to your return? Yes No
G Is there an agreement with this person’s other parent about who can claim
this person as a dependent? X Yes No
Note: The noncustodial parent claiming the exemption for the child must
attach to their return Form 8332 from the custodial parent releasing the
claim to the exemption for the child
1 TurboTax Web Only:
Is the other parent claiming this dependent per the custody
agreement? X Yes No
Has the other parent waived their legal right so you can claim this
dependent on your tax return? Yes No
H Who will be claiming this person as a dependent as a result of:
- an agreement between the parents
- the rules controlling who can claim a qualifying child when the child meets the
conditions to be a qualifying child of more than one person?
Taxpayer (includes spouse if married filing joint) in this return?
Other parent in different return? X
Someone else in different return?
Cindy K Krueger 394-64-5969 3

SMART WORKSHEET FOR: Dependent Information Worksheet (Bridget)

Child and Dependent Care Expenses, Form 2441, Special Situations Worksheet

Check this box if this person is a qualifying person only for the dependent care
expenses because they were not your dependent but would have been except that:
* They received gross income greater than $4,150 or more or
* They filed a joint return

SMART WORKSHEET FOR: Form W-2 : Wage & Tax Statement (Copy 1)

Substitute Form W-2 Smart Worksheet

A Treat as substitute W-2 and generate a form 4852

B Linked substitute W-2 Form 4852
C Enter Form 4852, Line 9 information. "How did you determine amounts on line 7 of Form 4852?"

D Form 4852, Line 10 information. "Explain your efforts to obtain Form W-2?"

E QuickZoom to completed Form 4852 for reference

Cindy K Krueger 394-64-5969 4

SMART WORKSHEET FOR: Child Tax Cr and Cr for Other Depend Wks

Line 7 Smart Worksheet

If your employer withheld or you paid Additional Medicare Tax or Tier 1 RRTA taxes, use this
worksheet to figure the amount to enter on line 7.

Social security tax, Medicare tax, and Additional Medicare Tax on Wages.
A Enter the social security tax withheld (Form(s) W-2, box 4) 3,989.
B Enter the Medicare tax withheld (Form(s) W-2, box 6). Box 6 includes any
Additional Medicare Tax withheld 933.
C Enter any amount from Form 8959, line 7 0.
D Add line A, B, and C 4,922.
E Enter the Additional Medicare Tax withheld (Form 8959 line 22) 0.
F Subtract line E from line D 4,922.

Additional Medicare Tax on Self-Employment Income.

G Enter one-half of the Additional Medicare Tax, if any, on self-employment
income (one-half of Form 8959, line 13)

Tier 1 RRTA taxes as an employee of a railroad (enter amounts on lines H, I, J, and K) or employee
representative (enter amounts on lines L, M, N, and O). Do not include amounts in Form W-2,
box 14 that are identified as Additional Medicare Tax or Tier 2 tax. Do not include amounts shown
on Form CT-2 on line 3 for Additional Medicare Tax or line 4 for Tier 2 tax.

H Enter the Tier 1 tax (Form(s) W-2, box 14) 0.

I Enter the Medicare Tax (Form(s) W-2, box 14) 0.
J Enter the Additional Medicare Tax, if any, or RRTA compensation as an
employee (Form 8959, line 17). Do not use the same amount from Form 8959,
line 17 for both this line and line N.
K Add lines H, I, and J 0.
L Enter one-half of Tier 1 tax (one-half of Forms CT-2, line 1 for all 4 quarters
of 2018)
M Enter one-half of Tier 1 Medicare tax (one-half of Forms CT-2, line 2 for all 4
quarters of 2018)
N Enter one-half of the Additional Medicare Tax, if any, on RRTA compensation
as an employee representative (one-half of Form 8959, line 17). Do not use the
the same amount from Form 8959, line 17 for this line and line J
0 Add line L, M, and N

Line 7 Amount
P Add line F, G, K and O. Enter here and on Line 14 Worksheet, line 7 4,922.
Cindy K Krueger 394-64-5969 5

SMART WORKSHEET FOR: Tax and Interest Deduction Worksheet

Mortgage Interest Limited Smart Worksheet

If your mortgage interest deduction needs to be limited for one of the following reasons, use
the Deductible Home Mortgage Interest Worksheet to determine the amount to be reported on
lines A, B, and C below:
' The principal amount of your mortgage and home equity debt is over $750,000 ($375,000 if
married filing separate), or
' You had home debt that was not used to buy, build or substantially improve your home that
secures the loan

QuickZoom to Deductible Home Mortgage Interest Worksheet

Does your mortgage interest need to be limited: Yes No

A Home mortgage interest and points reported on Form 1098:

1 Sum of lines 5a through 5d below
2 Limited amount to report on Sch A, line 8a
B Home mortgage interest not reported on Form 1098:
1 Sum of lines 6a and 6b below
2 Limited amount to report on Sch A, line 8b
C Points not reported on Form 1098:
1 Sum of lines 7a through 7c below
2 Limited amount to report on Sch A, line 8c

SMART WORKSHEET FOR: Misc Itemized Deductions Wks

Depreciation Smart Worksheet

A Enter Section 179 carryover from prior year
B QuickZoom to the Asset Entry Worksheet
C QuickZoom to the Depreciation/Amortization Reports
D QuickZoom to Form 4562 for Schedule A
E Treat all MACRS assets for activity as qualified Indian reservation property? Yes X No
F Treat all assets acquired after Aug. 27, 2005 as
qualified GO Zone property? Regular Extension X No
G Treat all assets acquired after May 4, 2007 as
qualified Kansas Disaster Zone property? Yes X No
H Was this property located in a Qualified Disaster Area? Yes X No
Cindy K Krueger 394-64-5969 6

SMART WORKSHEET FOR: Earned Income Credit Worksheet

Nontaxable Combat Pay Election Smart Worksheet

QuickZoom to enter nontaxable combat pay on Form W-2

A Taxpayer:
1 Taxpayer, nontaxable combat pay
1a Taxpayer, prior year nontaxable combat pay from 2017
2 Election for earned income credit (EIC):
Elect taxpayer’s nontaxable combat pay as earned income for EIC? Yes No
3 Election for dependent care benefits (DCB):
Elect taxpayer’s nontaxable combat pay as earned income for DCB? Yes No
4 Election for child and dependent care credit:
Elect taxpayer’s nontaxable combat pay as earned income
for child and dependent care credit? Yes No

B Spouse:
1 Spouse, nontaxable combat pay
1a Spouse, prior year nontaxable combat pay from 2017
2 Election for earned income credit (EIC):
Elect spouse’s nontaxable combat pay as earned income for EIC? Yes No
3 Election for dependent care benefits (DCB):
Elect spouse’s nontaxable combat pay as earned income for DCB? Yes No
4 Election for child and dependent care credit:
Elect spouse’s nontaxable combat pay as earned income
for child and dependent care credit? Yes No

C You may compare the tax benefit of electing or not electing by checking a box on line A or
line B and reviewing the overpayment or amount due below:

Overpayment 2,475. Amount due

SMART WORKSHEET FOR: Earned Income Credit Worksheet

Eligible Disaster Victims Smart Worksheet

Election to use 2017 earned income for EIC and Additional Child Tax Credit

The "Yes" box must be marked on Line A and Line B for 2017 earned income to be used
for EIC and Additional Child Tax Credit calculations.
A Elect to use 2017 earned income for EIC
and Additional Child Tax Credit Yes No
B Taxpayer is eligible to elect to use 2017 earned income
(see Publication 4492 for details) Yes No

C Earned income for EIC from your 2017 return

D Current year earned income for EIC
If Line D is equal to or greater than Line C the taxpayer is not eligible
to use 2016 earned income for EIC and Additional Child Tax Credit
calculations.

E You may compare the tax benefit of electing to use 2017 Earned Income
by checking the boxes on line A and B

Overpayment Amount due

Cindy K Krueger 394-64-5969 7

SMART WORKSHEET FOR: Earned Income Credit Worksheet

Investment Income Smart Worksheet

A Taxable and tax exempt interest

B Dividend income
C Capital gain net income
D Royalty and rental of personal property net income
E Passive activity net income:
1 Rental real estate net income or loss
2 Farm rental net income or loss
3 Partnerships and S corporations net income or loss
4 Estates and trusts net income or loss
5 Total of lines 1 through 4
6 Total passive activity net income, line 5 if greater than zero
F Interest and dividends from Forms 8814
G Adjustments
H Total investment income, add lines A through G 0.

Is line H, total investment income over $3,500?

X No. You may take the credit.
Yes. Stop. You cannot take the credit.

SMART WORKSHEET FOR: Earned Income Credit Worksheet

Qualifying Children Smart Worksheet

Year of birth

Was the child under

age 24 at the end of Was the child Lived
2018, a student, and permanently and with
Social security younger than you totally disabled taxpayer
First name MI number (or your spouse, if during any part of in the
Last name Suff Relationship filing jointly)? 2018? U.S.

Bridget C 393-21-6746 2001

Krueger Daughter Yes No Yes No 12
 1 Wisconsin
income tax
Check here if an amended return
For the year Jan. 1-Dec. 31, 2018, or other tax year
beginning , 2018 ending
2018
, 20 .
Your legal last name Legal first name M.I. Your social security number
DO NOT STAPLE

KRUEGER CINDY K 394645969

If a joint return, spouse’s legal last name Spouse’s legal first name M.I. Spouse’s social security number

Home address (number and street). If you have a PO Box, see page 11. Apt. no.
Tax district
435 HARRISON ST Check below then fill in either the name of the
City or post office State Zip code city, village, or town and the county in which you
See page 5 before assembling return

WATERLOO WI 53594 lived at the end of 2018.

Filing status Check  below X City Village Town

X Single City, village,
or town WATERLOO
Married filing joint return
Legal last name
County of JEFFERSON
Married filing separate return.
Fill in spouse’s SSN above Legal first name M.I.
and full name here ................ School district number See page 57 6118
Head of household (see page 12). If married, fill in spouse’s Special
Also, check here if married.... SSN above and full name here
conditions

Use BLACK Ink Print numbers like this  Not like this  NO COMMAS; NO CENTS

1 Federal adjusted gross income (see page 12) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 57764 .00

Form W‑2 wages included in line 1 . . . . . . . . . . . . . . . . . . . . . . . 60014 .00
2 State and municipal interest (see page 13) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 .00

3 Capital gain/loss addition (see page 14) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 .00

4 Other additions } Fill in code number and amount, see page 14.
Fill in total other additions on line 4.
.00

.00 .00 .00 .00. . . . 4 .00

5 Add the amounts in the right column for lines 1 through 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 57764 .00
6 Taxable refund of state income tax (from federal Form 1040,
Schedule 1, line 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 0 .00
7 United States government interest . . . . . . . . . . . . . . . . . . . . . . . . . 7 .00
8 Unemployment compensation (see page 16) . . . . . . . . . . . . . . . . . 8 .00

9 Social security adjustment (see page 16) . . . . . . . . . . . . . . . . . . . . 9 .00

10 Capital gain/loss subtraction (see page 17) . . . . . . . . . . . . . . . . . . 10 .00

11 Other subtractions } Fill in code number and amount, see page 17.
Fill in total other subtractions on line 11.
PAPER CLIP payment here

.00 .00 .00

.00 .00 . . . . . . . . . . . . . . . . . 11 .00

12 Add lines 6 through 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 0 .00

13 Subtract line 12 from line 5. This is your Wisconsin income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 57764 .00

I-010i

INTUIT REV 03/20/19 INTUIT.CG.CFP.SP

2018 Form 1 Name CINDY K KRUEGER SSN 394645969 Page 2 of 4
NO COMMAS; NO CENTS

14 Wisconsin income from line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 57764 .00

15 Standard deduction. See table on page 55, OR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 5480 .00
If someone else can claim you (or your spouse) as a dependent, see page 30 and check here
16 Subtract line 15 from line 14. If line 15 is larger than line 14, fill in 0 . . . . . . . . . . . . . . . . . . . . . . 16 52284.00
17 Exemptions (Caution: See page 30)
a Fill in exemptions allowed . . . . . . . . . . . . . . . . . . . 1 x $700 . . . 17a 700 .00
b Check if 65 or older You + Spouse = x $250 . . . 17b .00
c Add lines 17a and 17b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17c 700 .00
18 Subtract line 17c from line 16. If line 17c is larger than line 16, fill in 0. This is taxable income . . 18 51584 .00
19 Tax (see table on page 48) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 2923 .00
20 Itemized deduction credit. Enclose Schedule 1, page 4 . . . . . . . . . . . . . . . 20 .00
21 Armed forces member credit (must be stationed outside U.S. See page 32) . . 21 .00

}
22 School property tax credit
a Rent paid in 2018–heat included .00 Find credit from
table page 33 . . 22a .00
Rent paid in 2018–heat not included .00
Find credit from
b Property taxes paid on home in 2018 .00 table page 34 . . 22b .00
23 Working families tax credit (see page 35) . . . . . . . . . . . . . . . . . . . . . . . . . 23 0 .00
24 Certain nonrefundable credits from line 12 of Schedule CR . . . . . . . . . . 24 .00
25 Add credits on lines 20 through 24 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 0 .00
26 Subtract line 25 from line 19. If line 25 is larger than line 19, fill in 0 . . . . . . . . . . . . . . . . . . . . . . 26 2923 .00
27 Alternative minimum tax. Enclose Schedule MT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 .00
28 Add lines 26 and 27 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 2923 .00
29 Married couple credit.
Enclose Schedule 2, page 4 . . . . . . . . . . . . . 29 .00
30 Other credits from Schedule CR, line 35 . . . 30 .00
31 Net income tax paid to another state.
Enclose Schedule OS . . . . . . . . . . . 31 .00
32 Add lines 29, 30, and 31 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 .00
33 Subtract line 32 from line 28. If line 32 is larger than line 28, fill in 0. This is your net tax. . . . . . 33 2923 .00
34 Sales and use tax due on Internet, mail order, or other out-of-state purchases (see page 38) . 34 .00
If you certify that no sales or use tax is due, check here . . . . . . . . . . . . . . . . . . . . . . . . . X
35 Donations (decreases refund or increases amount owed)
a Endangered resources .00 e Military family relief . . . . . . .00
b Cancer research. . . . . .00 f Second Harvest/Feeding Amer. .00
c Veterans trust fund . . . .00 g Red Cross WI Disaster Relief .00
d Multiple sclerosis . . . . .00 h Special Olympics Wisconsin .00
Total (add lines a through h) . . . . 35i .00
36 Penalties on IRAs, retirement plans, MSAs, etc. (see page 39) . . .00 x .33 = 36 .00
37 Other penalties (see page 40) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 .00
38 Add lines 33, 34, 35i, 36 and 37 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 2923 .00

INTUIT REV 03/20/19 INTUIT.CG.CFP.SP

 2018 Form 1 Page 3 of 4
Name(s) shown on Form 1 Your social security number

CINDY K KRUEGER 394645969

NO COMMAS; NO CENTS

39 Amount from line 38 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 2923 .00

40 Wisconsin tax withheld. Enclose withholding statements . . . . . . 40 3402 .00
41 2018 estimated tax payments and amount
applied from 2017 return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 .00
42 Earned income credit. Number of qualifying children . . .
Federal
credit. . . . . .00 x % =. . . . . . . . . . 42 .00
43 Farmland preservation credit. a Schedule FC, line 17. . . . . . . . 43a .00
b Schedule FC‑A, line 13. . . . . . 43b .00
44 Repayment credit (see page 40) . . . . . . . . . . . . . . . . . . . . . . . . . 44 .00
45 Homestead credit. Enclose Schedule H or H‑EZ. . . . . . . . . . . . . 45 .00
46 Eligible veterans and surviving spouses property tax credit . . . . 46 .00
47 Other credits from Schedule CR, line 41. Enclose Schedule CR . 47 .00
48 AMENDED RETURN ONLY – Amounts previously paid (see page 44) . 48 .00
49 Add lines 40 through 48 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 3402 .00
50 AMENDED RETURN ONLY – Amounts previously refunded (see page 44) 50 .00
51 Subtract line 50 from line 49 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 3402 .00
52 If line 51 is larger than line 39, subtract line 39 from line 51.
This is the AMOUNT YOU OVERPAID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 479 .00
53 Amount of line 52 you want REFUNDED TO YOU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 479 .00
54 Amount of line 52 you want
APPLIED TO YOUR 2019 ESTIMATED TAX . . . . . . . . . . . . . . . 54 0 .00
55 If line 51 is smaller than line 39, subtract line 51 from line 39. This is the
AMOUNT YOU OWE. Paper clip payment to front of return . . . . . . . . . . . . . . . . . . . . . . . . . . 55 .00
56 Underpayment interest. Fill in exception code - See Sch. U 56 .00
Also include on line 55 (see page 46)

Third Do you want to allow another person to discuss this return with the department (see page 47)? Yes Complete the following. X No
Party Designee’s Phone
Personal
identification
Designee name no. number (PIN)

Paper clip copies of your federal income tax return and schedules to this return.
Assemble your return (pages 1-4) and withholding statements in the order listed on page 5.

Sign here
Under penalties of law, I declare that this return and all attachments are true, correct, and complete to the best of my knowledge and belief.
Your signature Spouse’s signature (if filing jointly, BOTH must sign) Date Daytime phone

4144916494
I-010ai

Mail your return to: Wisconsin Department of Revenue

If tax due......................................PO Box 268, Madison WI 53790-0001
If refund or no tax due.................PO Box 59, Madison WI 53785-0001
If homestead credit claimed.........PO Box 34, Madison WI 53786-0001

INTUIT Do Not Submit Photocopies

REV 03/20/19 INTUIT.CG.CFP.SP
2018 Form 1 Name CINDY K KRUEGER SSN 394645969 Page 4 of 4
NO COMMAS; NO CENTS

Schedule 1 – Itemized Deduction Credit (see page 31)

1 Medical and dental expenses from line 4 of federal Schedule A. See instructions for exceptions. 1 .00

2 Interest paid from lines 8a-8c and 9 of federal Schedule A. Do not include interest paid to
purchase a second home located outside Wisconsin or a residence which is a boat. Also,
do not include interest paid to purchase or hold U.S. government securities and interest from
a tax-option (S) corporation if claimed as a subtraction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 .00

3 Gifts to charity from line 14 of federal Schedule A. See instructions for exceptions . . . . . . . . . 3 .00

4 Casualty losses from line 15 of federal Schedule A. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 .00

5 Add lines 1 through 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 .00

6 Fill in your standard deduction from line 15 on page 2 of Form 1. . . . . . . . . . . . . . . . . . . . . . . . 6 .00

7 Subtract line 6 from line 5. If line 6 is more than line 5, fill in 0. . . . . . . . . . . . . . . . . . . . . . . . . . 7 0 .00
8 Rate of credit is .05 (5%) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 x .05.
9 Multiply line 7 by line 8. Fill in here and on line 20 on page 2 of Form 1 . . . . . . . . . . . . . . . . . . 9 .00

You must submit this page with Form 1 if you claim either of these credits

Schedule 2 – Married Couple Credit When Both Spouses Are Employed (see page 36)
When completing this schedule, be sure to fill in your income in column (A) and your spouse’s income in column (B)
(A) YOURSELF (B) SPOUSE
1 Taxable wages, salaries, tips, and other employee compensation.
Do NOT include deferred compensation, interest, dividends,
pensions, unemployment compensation, or other unearned income 1 .00 .00
2 Net profit or (loss) from self-employment from federal
Schedules C, C-EZ, and F (Form 1040), Schedule K‑1 (Form 1065),
and any other taxable self-employment or earned income. . . . . . . 2 .00 .00
3 Combine lines 1 and 2. This is earned income. . . . . . . . . . . . . . . . 3 .00 .00
4 Add the amounts from federal Schedule 1 (Form 1040), lines 24,
28 and 32, plus repayment of supplemental unemployment benefits,
and contributions to secs. 403(b) and 501(c)(18)(D) pension plans,
included in line 36, and any Wisconsin disability income exclusion.
Fill in the total of these adjustments that apply to your or your
spouse’s income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 .00 .00
5 Subtract line 4 from line 3. This is qualified earned income.
If less than zero, fill in 0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 .00 .00
6 Compare the amounts in columns (A) and (B) of line 5.
Fill in the smaller amount here. If more than $16,000, fill in $16,000. . . . . . . . . . . 6 .00

7 Rate of credit is .03 (3%). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 x .03

Do not fill in
8 Multiply line 6 by line 7. Fill in here and on line 29 on page 2 of Form 1. . . . . . . . . 8 .00 more than $480.

INTUIT REV 03/20/19 INTUIT.CG.CFP.SP

 Wisconsin
Capital Gains & Losses Worksheet 2018
G Keep for your records

Name Social Security Number

Cindy K Krueger 394-64-5969

Part I - Short-Term Capital Gains and Losses ' Assets Held One Year or Less
(From the Federal Form 8949, Part I)
* Checking the box in the first column will prevent this transaction from being included on your
Wisconsin return and indicate that it is not subject to Wisconsin tax.

(a) (b) (d) (e) (g) (h)

Property/ Code Proceeds Cost or Adjustment Gain
description (Sales price) other basis to gain or or
* loss loss

Part II - Long-Term Capital Gains and Losses ' Assets Held More Than One Year
(From the Federal Form 8949, Part II)
* Checking the box in the first column will prevent this transaction from being included on your
Wisconsin return and indicate that it is not subject to Wisconsin tax.

(a) (b) (d) (e) (g) (h)

Property/ Code Proceeds Cost or Adjustment Gain
description (Sales price) other basis to gain or or
* loss loss

3 Capital Gain Distributions

* Gain
Capital Gain Distributions (federal Schedule D, line 13)

* ’X’ the box if this transaction is not subject to Wisconsin tax.

WIIW2501.SCR 04/30/15
 Wisconsin Information Worksheet 2018
G Keep for your records
Part I - Personal Information
Taxpayer: Spouse:
First Name Cindy First Name
Middle Initial K Middle Initial
Last Name Krueger Last Name
Suffix Suffix
Social Security No. 394-64-5969 Social Security No.
Date of Birth 11/30/1959 Age 59 Date of Birth Age
Date of Death Date of Death
Daytime Phone/Ext (414)491-6494 Daytime Phone/Ext
Extension Extension
Home Phone
Print this phone number on the forms Home X Taxpayer work Spouse work
Street Address 435 Harrison St Apartment
City Waterloo State WI ZIP Code 53594
Foreign Country
Tax and School District information (Wisconsin residents):
Use City name, above, for the tax district name
Town of County JEFFERSON
Village of Waterloo School district number 6118
X City of
Special Conditions:
Special Conditions Special Conditions
Special Conditions Special Cond based
Special Conditions on the indiv entries
Special Conditions in table to left
Part II - Main Form
X Form 1: Resident Tax Return (Long form)
Form 1NPR: Nonresident and Part-Year Resident Tax Return (select residency below)
TP SP (TP - Taxpayer, SP - Spouse: Form 1NPR filers only)
Full year resident of Wisconsin
Nonresident of Wisconsin - state of residence
Part-year resident of Wisconsin from (MM/DD/YY) to
Nonresident/Part-Year Resident allocations on Form 1NPR Worksheet
Part III - Filing Status
X Single
Married filing joint return
Married filing separate return
Married filing separate or head of household and lived with spouse during the year
Head of household Married
Qual First name MI Last Name Suff
Part IV - Other Information
Claimed as a Dependent
Taxpayer claimed as a dependent on someone else’s tax return
Spouse claimed as a dependent on someone else’s tax return
Wisconsin Earned Income Credit:
Children qualifying for Wisconsin Earned Income Credit:
Number from federal return 1
Federal Earned Income Credit from Form 1040
Use Tax:
X Check the box to certify that no sales or use tax is due.
Underpayment Penalty:
Allow the Wisconsin Department of Revenue to calculate the underpayment penalty on Schedule U
Farmer/Fishermen:
At least 2/3 of your total gross income was from farming or fishing
Will file your return and pay all tax due by April 15, 2019
Form 1099-G: Go Paperless
X Check this box to acknowledge that the Wisconsin Department of Revenue will no longer mail the
Form 1099-G which is used when preparing the federal income tax return, if you itemize deductions
and receive a state income tax refund. You will have access to the online Form 1099-G on the
department’s secure, confidential website at revenue.wi.gov.
X Check the box if you would like to receive 1099-G availability notification e-mail from
Wisconsin Department of Revenue
E-mail address that will receive 1099-G notification cindy_krueger@hotmail.com
Taxpayer’s email address cindy_krueger@hotmail.com
Nonresident Business Apportionment:
Select the apportionment method (See Tax Help):
QuickZoom to Form A-1, Apportionment Data for Single Factor Formulas
QuickZoom to Form A-2, Apportionment Data for Multiple Factor Formulas
Cindy K Krueger 394-64-5969 Page 2

Part V - Special Credits

Supplement to the Federal Historic rehabilitation credit from Schedule HR

State Historic rehabilitation credit from Schedule HR

Part VI - Direct Deposit Information or Direct Debit Information

Yes No
X Use direct deposit for state tax refund (Electronic Filing Only)
Use direct debit for state tax payment (Electronic Filing Only)

Bank Information:
For either of above options, fill out information below:
Name of Financial Institution Farmers and Merchants State Bank
Account type Checking X Savings
Routing number 075907099
Account number 404128

International ACH Transaction:

Yes No
X Will the funds for this refund (or payment) go to (or come from) an account outside the U.S.?

Enter the payment date to withdraw from the account above

State balance-due amount from this return

Part VII - Credit Card Payment

Balance due will be paid by credit card

Date of payment

Part VIII ' Third Party Designee Information

Name
Address
City State ZIP Code

Do you want to allow another person to discuss this return with Wisconsin Department of Revenue?
Yes, the Third Party Designee below
X No

Designee’s name ( Limited to 22 characters)

Designee’s phone number
Personal identification number ( Limited to 5 characters)

Part IX ' Extension Status

Yes No
X Has the tax return due date been extended?
Extended due date
QuickZoom to Form 1-ES, Extension Payment Voucher

Part X ' Amended Return

You are filing a Wisconsin amended return (See Tax Help)

Enter the tax year you are amending
Previous Wisconsin payment made
Previous Wisconsin refund received
QuickZoom to Form 1, Amended Return - Income Tax
QuickZoom to Form 1 QuickZoom to Form 1NPR
QuickZoom to Schedule FC

wiiw0112.SCR 03/07/19
 Wisconsin
FC/H Credit Summary 2018
G Keep for your records

Name Social Security Number

Cindy K Krueger 394-64-5969

You may not take both the Farmland Preservation Credit and the Homestead Credit. This Credit Summary is
used to determine which credit provides the larger credit amount and carries the amount forward to the
correct line on the appropriate tax form.

Form/Credit Credit Credit Cross Reference to

Calculated Allowed

Schedule H, line 19,

Homestead Credit Form 1, line 45, or Form 1NPR, line 70

Schedule FC, line 17,

and Schedule FC-A,
line 13, Farmland Form 1, lines 43a and 43b or
Preservation Credit Form 1NPR, line 68a and 68b

Larger of Homestead
or Farmland
Preservation Credit Credit Taken

H - Homestead
FC - Farmland Preservation Credit

WIIW0801.SCR 01/10/18
 Wisconsin
Schedule MT Worksheet 2018
G Keep for your records

Name Social Security Number

Cindy K Krueger 394-64-5969

Part I: Line 4 ' Part-Year Resident and Nonresident Individuals

Complete the following to determine the amount to fill in on line 4 of Schedule MT.

1 Wisconsin income from line 31 of Form 1NPR 1

2 Wisconsin net operating loss included on line 15, column B of Form 1NPR 2
3 State income tax refund from line 4, column A of Form 1NPR 3
4 Recoveries of federal itemized deductions for taxes included on line 15,
column A of Form 1NPR 4
5 Add lines 1 through 4 5
6 Federal income from line 32 of Form 1NPR 6
7 Federal net operating loss carryover from line 21 of federal Form 1040 7
8 Estates and trusts - taxes from line 11, column (a) of Schedule NR 8
9 Add lines 6 through 8 9
10 If line 9 is smaller than line 5, subtract line 9 from line 5. If line 9 is larger
than line 5, subtract line 5 from line 9 and fill in the result as a
negative number 10

Part II: Line 6 ' Itemized Deductions Addback Part-Year and Nonresidents Only

Complete the following to figure the itemized deduction addback, if any.

1 Itemized deductions from line 8 of federal Form 1040 (treat as a positive

number) less the amount of taxes from federal Schedule A, line 7, included
on line 2a and line 2c of federal Form 6251 1
2 Fill in one (1.00) minus the proration ratio from line 33 of Form 1NPR 2
3 Multiply line 1 by line 2. Fill in the result here and on line 6 of
Schedule MT 3

Part III: Line 13 ' Married Filing Separate Returns

If you are married filing a separate Wisconsin income tax return and the result of subtracting
line 12 from line 11, Schedule MT, is more than $718,800, complete the following worksheet.

1 Subtract line 12 of Schedule MT from line 11 of Schedule MT 1

2 Exemption amount 2
3 Subtract line 2 from line 1 3
4 Multiply line 3 by .25 (25%) 4
5 Enter the smaller of line 4 or $54,700 5
6 Add line 1 and line 5. Fill in the result here and on line 13 of Schedule MT 6

WIIW0301.SCR 01/17/19
 Form Estimated Tax Worksheet 2019
1-ES G Keep for your records

Name(s) Shown on Return Your Social Security Number

Cindy K Krueger 394-64-5969

Part I 2019 Estimated Tax Amount Options

1 Select One of Six Ways to Calculate the Required Annual Payment for 2019 Estimates:
a 100% of 2018 taxes (default, see Tax Help) X 2,923.
b 100% of tax on 2019 estimated taxable income 2,896.
c 90% of tax on 2019 estimated taxable income 2,607.
d 66-2/3% of tax on 2019 estimated taxable income (farmers and fishermen) 1,931.
e Equal to 100% of overpayment (no vouchers) 479.
f Enter total amount you want to use for estimates and check box
2 Selected estimated tax amount:
a 2019 Required Annual Payment based on your choice above 2,923.
b Estimated amount of 2019 state income tax withholding 3,402.
c Total of estimated tax payments required for 2019 (line 2a less line 2b) 0.
3 Select Estimated Tax Payment option:
a Calculate estimates if $500 or more (default) X
b Calculate estimates if (specify amount) or more
c Calculate estimates regardless of amount
d Do not calculate estimates
4 Select Electronic Filing Estimated Tax Payment option for 1st Quarter ONLY:
Use direct debit for state 1st Qtr ES tax payment (Electronic Filing Only) Yes No
Bank Information:
For either of above options, fill out information below:
Name of Financial Institution
Account type Checking Savings
Routing number
Account number
Enter the payment date to withdraw from the account above
Will the funds for this payment come from an account outside the U.S.? Yes No

Part II Overpayment Application Options

1 Amount of overpayment available 479.

2 Select Overpayment Application Amount Option:
a Apply none (refund entire overpayment) X
b Apply all (increase estimate if required)
c Apply to extent of total estimated tax and refund excess
d Apply to extent of first quarter amount and refund excess
e Enter amount you want to apply
f Amount applied to 2019 estimated tax 0.
g Overpayment to be refunded (line 1 less line 2f) 479.
3 Select Overpayment Application Sequence:
a X H Consecutively b H Evenly

Part III Rounding and Printing Options

1 Select Rounding Option:

a X H Round up to b H Round up to c H Round up to d H Round to
next $1 next $10 next $100 nearest $1
2 Select Voucher Printing Option:
a X H Print (per Part I, lines 3a - c) b H Print only name, etc. c H Do not print vouchers
Cindy K Krueger 394-64-5969 Page 2

Part IV Estimated Tax Payment Summary

1 2 3 4 Total
Apr 15, 2019 Jun 17, 2019 Sep 16, 2019 Jan 15, 2020

1 If you have already

made payments,
enter amounts
2 Indicate which payment is
due next. (e.g. if it is now
April 25, check column 2) X

3 Required Payment
4 Overpayment applied
5 Net payment due

6 Voucher amounts

Part V Changes to Income, Deductions and Withholding for 2019

2018 income and deductions are shown in the ’2018 Actual’ column below.
*Caution: For each line in the ’2019 Estimated’ column, enter the estimated 2019 amount if different
from 2018. Otherwise, the ’2018 Actual’ amount will be used for that line.If zero, you must enter zero.

2018 2019
Actual Estimated
1 Wisconsin income you expect to report in 2019 57,764.
2 Credits (see instructions for description of credits)
3 Wisconsin tax to be withheld 3,402.
4 Check if filing Nonresident or Part-year return for 2019
5 Ratio of Wisconsin income to federal adjusted gross income
6 Federal adjusted gross income (Nonresident or Part-year only)

Part VI Filing Status and Personal Exemptions for 2019

1 Choose 2019 filing status:

X Single Married filing jointly
Married filing separately Head of Household
2 Enter the number of exemptions in 2019 1
3 Check the boxes that will apply in 2019:
Taxpayer: 65 or Over
Spouse: 65 or Over
4 a Check this box if someone (such as taxpayer’s parent) can claim taxpayer as a dependent
b If married filing joint return - Check this box if someone can claim spouse as a dependent

Part VII 2019 Estimated Taxable Income and Tax

1 Fill in the amount of Wisconsin income you expect in 2019. Nonresident

or Part-Year residents use federal adjusted gross income 1 57,764.
2 a Wisconsin standard deduction (see std deduction schedules) 5,808.
b Exemptions 700. 2 6,508.
3 Estimated taxable income (subtract line 2 from line 1) 3 51,256.
4 Estimated tax (see tax rate schedules) 4 2,896.
5 Estimated credits (see instructions for description of credits) 5
6 Subtract line 5 from line 4 6 2,896.
7 Required annual payment. Fill in amount of line 6 that you are
required to pay 7 2,896.
Caution: Generally, if you do not prepay at least 90% of your 2019 tax
liability or 100% of your 2018 tax, whichever is smaller,
you may be subject to interest on the underpayment amount.
To avoid this, be sure your estimate is as accurate as possible.
If you are unsure of your estimate, you may want to pay
more than 90% of the amount you have shown on line 6.
8 Wisconsin income tax withheld and estimated to be withheld during 2019 8 3,402.
9 Balance (subtract line 8 from line 7). (Note: If line 6 less line 8 is less
than $500, you are not required to make estimated tax payments) 9 0.

WIIW3312.SCR 01/21/19
 Wisconsin
Form 1 Additions and Subtractions Statement 2018
Lines 4 and 11 G Keep for your records Statement
This statement is for input only. Entries carry to Form M1, lines 4 and 11, and the
appropriate statement will print if there are more than the form’s preprinted fields.

Name Social Security Number

Cindy K Krueger 394-64-5969
Other Additions (Form 1, line 4)
Code Description Amount

01 Distributions from EdVest and Tomorrow’s Scholar College Savings Account

02 Federal Net Operating Loss Deduction
03 Income (Lump Sum Distributions) Reported on Federal Form 4972
04 Farmland Preservation Credit
05 Excess Distribution Form a Passive Foreign Investment Company
06 Expenses Paid to Related Entities
07 Amounts Not Deductible for Wisconsin
08 Development Zones Credit
09 Technology Zone Credit
10 Enterprise Zone Jobs Credit
11 Manufacturing Investment Credit
12 Economic Development Tax Credit
13 Jobs Tax Credit
14 Capital investment credit
15 Community Rehabilitation Program Credit
16 Research Expense Credit
17 Manufacturing and Agriculture Credit
18 Business Development Credit
19 Electronics and Information Technology Manufacturing Zone Credit
20 Employee College Savings Account Contribution Credit
21 Difference in Federal and Wisconsin Basis of Depreciated or Amortized Assets
22 ABLE Accounts
51 Tax Option (S) Corporation Adjustment
52 Your Share of Partnership, Trust, or Estate Adjustments
53 Differences in Federal and Wisconsin Basis of Assets
54 Differences in Federal and Wisconsin Basis of Partnership Interest
55 Differences in Federal & Wisconsin Reporting Marital Property (Community) Income
Total

Other Subtractions (Form 1, line 11)

Code Description Amount
01 Medical Care Insurance
02 Long-Term Care Insurance
03 Tuition and Fee Expenses
04 Military and Uniformed Services Retirement Benefits
05 Local and State Retirement Benefits
06 Federal Retirement Benefits
07 Railroad Retirement Benefits, Railroad Unemployment Ins., & Sickness Benefits
08 Adoption Expenses
09 Recoveries of Federal Itemized Deductions
10 Wisconsin Net Operating Loss Carryforward
11 Native Americans
12 Amounts Not Taxable by Wisconsin
13 Farm Loss Carryover
14 Contributions to Edvest and Tomorrow Scholar College Savings Account
15 Distributions from Wisconsin State-Sponsored College Tuition Programs
16 Disability Income Exclusion
17 Sale of Business Assets, or Assets Used in Farming, to a Related Person
18 Repayment of Income Previously Taxed
19 Human Organ Donation
20 Reserve or National Guard Members Spouse Taxpayer
21 Expenses Paid to Related Entities
22 Private School Tuition
23 Legislator’s Per Diem
24 ABLE Accounts
25 Interest and Rental Payments Reported as Income by a Related Entity
26 Retirement Income Exclusion
27 Sales of Certain Insurance Policies
28 Child and Dependent Care Expenses
29 Combat Zone Related Death
30 Physician or Psychiatrist Grant
31 Difference in Federal and Wisconsin Basis of Depreciated or Amortized Assets
32 U.S. Olympic Subtraction
51 Tax Option (S) Corporation Adjustment
52 Your Share of Partnership, Trust, or Estate Adjustments
53 Charitable Contributions - Tax Option (S) Corporation
54 Differences in Federal and Wisconsin Basis of Assets
55 Differences in Federal and Wisconsin Basis of Partnership Interest
56 Differences in Federal & Wisconsin Reporting Marital Property (Community) Income
Total

WIIW0601.SCR 12/11/18
 Form 1 Wisconsin
Additions & Subtractions Stmt Medical Care Insurance Worksheets 2018
Subtraction code 01 G Keep for your records

Name Social Security Number

Cindy K Krueger 394-64-5969

Worksheet 1 - Self-Employed Persons

1 Amount you paid for medical care insurance in 2018 while you were self-employed*
2 Self-employed health insurance deduction from line 29 of federal
Schedule 1 (Form 1040)**
3 Amount of medical care insurance deducted on federal
Schedule C or F for your employee spouse
4 Amount of premium tax credit allowed on your 2018 federal
return (line 70 of federal Schedule 5 (Form 1040)
5 Add lines 2, 3 and 4
6 Subtract line 5 from line 1
7 Amount of advance premium tax credit you were required to repay (line 46
of federal Schedule 2 (Form 1040)
8 Add lines 6 and 7
9 Net earnings from a trade or business***
10 Fill in the smaller of line 8 or 9 here and on line 11 of Form 1. This is your
subtraction for medical care insurance

* If insurance was purchased through an Exchange, amount paid is after the premium
was reduced for any advance payment of the premium assistance credit.

** Do not include any amounts deducted for long-term care insurance.

*** Net earnings from a trade or business means income from self-employment, including
ordinary income from a trade or business as reported on Form 4797, line 18b, and less
the deduction for one-half of self-employment tax. The total earnings from a trade or
business of both spouses are included. Do not include losses from a trade or business.

Worksheet 2 - Others

1 Amount paid in 2018 for medical care insurance during a period in which you
were employed and your employer paid a portion of the cost of your insurance*
2 Amount paid in 2018 for medical care insurance while (1) you were an employee
and your employer did not contribute toward the cost of your insurance or
(2) you had no employer and were not self-employed*. Include Medicare Premiums
3 Add lines 1 and 2
4 Amount of premium tax credit allowed on your 2018 federal return (line 70 of
federal Schedule 5 (Form 1040)
5 Subtract line 4 from line 3
6 Amount of advance premium tax credit you were required to repay (line 46 of
federal Schedule 2 (Form 1040)
7 Add lines 5 and 6
8 Fill in the amount from line 5 of Form 1 less the amounts on lines 6 - 10 and
and less all amounts that will be included on line 11 without condsidering the
subtraction for medical care insurance. If zero or less, enter 0 (zero)
9 Fill in the smaller of line 7 or 8. This is your subtraction for medical care insurance

* If insurance was purchased through an Exchange, amount paid is after the premium
was reduced for any advance payment of the premium assistance credit.

wiiw0201.SCR 12/11/18
 Form 1 Wisconsin
Additions & Subtractions Stmt Long Term Care Insurance Worksheet 2018
Subtraction code 02 G Keep for your records

Name Social Security Number

Cindy K Krueger 394-64-5969

1 Amount paid for long-term care insurance in 2018

2 Portion of long-term care insurance cost included as a self-employed health
insurance deduction on line 29 of federal Schedule 1 (Form 1040)
3 Portion of long-term care insurance cost deducted on federal
Schedule C or F for your employee spouse
4 Add lines 2 and 3
5 Subtract line 4 from line 1
6 Fill in the amount from line 5 of Form 1 less the amounts on lines 6 - 10 and
less all amounts that will be included on line 11 without considering the
subtraction for long-term care insurance. If zero or less, enter 0 (zero) 57,764.
7 Fill in the smaller of line 5 or 6. This is your subtraction for long-term care insurance 0.

wiiw0201.SCR 12/11/18
 Wisconsin
Unemployment Compensation Worksheet 2018
G Keep for your records

Name Social Security Number

Cindy K Krueger 394-64-5969

1 Fill in unemployment compensation from line 19 of Schedule 1 (Form 1040) 1

2 Fill in your federal adjusted gross income from line 1 of Form 1 or line 32 of
Form 1NPR 2 57,764.
3 Enter -
Married: 1) filing a joint return ' $18,000, 2) not filing
joint and lived with spouse ' -0-, 3) not filing joint
and did not live with spouse, or Single ' $12,000 3 12,000.
4 Taxable social security benefits, if any, from line 5b
of federal Form 1040 4
5 Taxable refunds, credits, or offsets, if any, from
line 10 of federal Schedule 1 (Form 1040) 5 0.
6 Add lines 3, 4, and 5 6 12,000.
7 Subtract line 6 from line 2. If zero or less, enter -0- here and do not complete
line 8. Otherwise, go on to line 8 7 45,764.
8 Enter one-half of the amount on line 7 8 22,882.
9 Enter the smaller of line 1 or line 8 9

Form 1 Filers

10 Subtract line 9 from line 1. Fill in this amount on Form 1, line 8 10

Form 1NPR Filers

11 Enter amount of unemployment compensation received while a

Wisconsin resident 11
12 Unemployment compensation taxable for Wisconsin Form 1NPR purposes
(line 11 divided by line 1, times line 9). Fill in this amount on Form 1NPR
Income Allocation Worksheet, line 13 ' Wisconsin amount 12

WIIW0601.SCR 12/04/18
 Wisconsin
Form 1 Working Families Tax Credit Worksheet 2018
G Keep for your records

Name Social Security Number

Cindy K Krueger 394-64-5969

Do not complete this worksheet if:

* Not filing as married filing separate.
* Wisconsin income on main form is $9,000 or less
* Wisconsin income on main form is $10,000 or more
* You may be claimed as a dependent on another person’s return.

1 Amount of tax from Wisconsin main form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2 Credits as applicable (Armed forces, Sch prop tax, Item ded, Certain Nonref )
3 Subtract line 2 from line 1
4 Fill in $10,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5 Fill in amount of Wisconsin income
6 Subtract line 5 from line 4
7 Divide line 6 by one thousand (1,000). Fill in decimal amount
if line 6 is greater than 1,000, limit entry to 1.0000
8 Multiply line 3 by line 7, if applicable. This is your Working Families Tax Credit

Note In prior years, single persons, heads of households, and married persons fling a joint return were able to claim the
working families tax credit. Because of the increased standard deduction, the working families tax credit no longer provides a
tax beneft for single persons, heads of households, or married persons fling a joint return. The credit may only provide a tax
beneft for married persons fling a separate return if qualified.

wiia0412.SCR 09/10/18
 Wisconsin Tuition and Fee Expense, College Savings &
Form 1 Line 4 Child and Dependent Care Expense Worksheet 2018
Form 1 Line 11 G Keep for your records
Name Social Security Number
Cindy K Krueger 394-64-5969
Part I - EdVest and Tomorrow’s Scholar College Savings Accounts:
For each beneficiary, enter 2018 information for WI College Savings contributions on Schedule CS.
QuickZoom to Schedule CS, College Savings Accounts (EdVest and Tomorrow’s Scholar)

Beneficiary Contrib to Owners’s Contrib to Other’s Wthdrw \ Distrib

Accountt EdVest Accountt EdVest Not Used
Tomorrow’s Scholar Tomorrow’s Scholar Qual Edu Exp

Amount distributed from College Savings Accounts to be added to WI income.

Amount contributed to College Savings Accounts to be subtracted from WI income

Part II - Tuition and Fees Expense:

For each student, enter total paid in 2018 for tuition and mandatory student fees in the table below.

First Name Last Name Current Year

Tuition and
Fees Paid

Cindy Krueger

1 Amount paid for tuition and fees in 2018, limited to $6,974 per student
2 Federal adjusted gross income 57,764.
3 Enter $54,190 ($86,700 if married filing joint or $43,350 if married filing separate) 54,190.
4 Subtract line 3 from line 2 3,574.
5 Divide the amount on line 4 by 10,840 (21,680 if married filing joint return) 0.3297
6 Multiply line 1 by the decimal amount on line 5
7 Subtract line 6 from line 1. This is your subtraction for tuition and fee expense* 0.
Part-Year Resident and Nonresident (Form 1NPR) Tuition and Fees Worksheet

A WI Income factor WI 1NPR Inc less adj (Ln 16 less Ln 30, col B) =
WI 1NPR Inc less adj (Ln 16 less Ln 30, col A)

B Program estimated WI Tuition and Fees prorated income adjustment

C Enter Line B in Line C for Tuition and Fees inc adj for 1NPR, Line 15

* Your subtraction cannot be more than total taxable wages, salary, tips, unearned income (for example
interest, dividends, capital gains, pensions) and net earnings from a trade or business taxable by Wisconsin.

Part III - Child and Dependent Care Expense:

Complete the lines in Part III for 2018 for Child and Dependent Care Expenses.
1 Number of qualifying persons from federal Form 2441
2 Amount from Line 6 of federal Form 2441
3 Fill in the amount from line 6 of federal Form 2441, amount cannot be
more than $3,000 ($6,000 if more than one qualifying person)

Part-Year Resident and Nonresident (Form 1NPR) Child and Dependent Care Worksheet

A WI Income factor WI 1NPR Inc less adj (Ln 16 less Ln 30, col B) =
WI 1NPR Inc less adj (Ln 16 less Ln 30, col A)

B Program estimated WI Child and Dependent Care prorated income adjustment

C Enter Line B in Line C for Child and Dependent Care inc adj for 1NPR, Line 15

wiiw0201.SCR 12/05/18
 Tax Payments Worksheet 2018
G Keep for your records

Name Social Security Number

Cindy K Krueger 394-64-5969

Tax Payments for the Current Year

State

Date Payment

1 First Payment
2 Second Payment
3 Third Payment
4 Fourth Payment

Additional Payments
5 Payment
Payment
Payment
Payment
Payment

6 Overpayment from previous year applied to current year 6

7 Amount paid with current year extension 7

8 Total tax payments 8

Income Taxes Withheld for the Current Year

9 State withholding on Forms W-2 9 3,402.

10 State withholding on Forms W-2G 10
11 State withholding on Forms 1099-R 11
12 a State withholding on Forms 1099-MISC 12 a
b State withholding on Forms 1099-G b
c State withholding on Forms 1099-K c
13 Other state tax withholding 13

14 Total income tax withheld 14 3,402.

15 Date return will be filed and balance paid 15

OTHV0301.SCR 11/28/16
 Tax Summary 2018
G Keep for your records

Name(s)
Cindy K Krueger

Form 1

Federal adjusted gross income 57,764.

Additions 0.
Subtractions 0.

Form 1A

Wages, salaries, etc.

Interest and dividends
Capital gain distributions
Other income
IRA deduction
Student loan interest deduction

Form 1NPR

Federal adjusted gross income

Wisconsin adjusted gross income

Wisconsin income 57,764.

Standard deduction 5,480.
Deduction for exemptions 700.
Wisconsin taxable income 51,584.
Tax 2,923.
Tax credits:
- Form 1 & Form 1A
- Form 1NPR, including Wisconsin/Federal
income ratio adjustment
Alternative minimum tax
Sales and use tax
Total net Wisconsin tax 2,923.
Donations:
Endangered Resources, Cancer Research,
Veterans Trust Fund, Mutiple Sclerosis,
Military Family Relief, Feeding America,
Red Cross WI Disaster Relief, Special Olympics
Penalties on IRAs, other retirement plans & MSAs
State income tax withheld 3,402.
Estimated tax and extension payments
Refundable cr, Amount pd or refunded orig return
Total Wisconsin payments and credits 3,402.
Overpayment 479.
Applied to next year’s estimated tax 0.
Refund 479.
Amount due
Underpayment interest
 Section 179 Worksheet 2018

Name as Shown on Return Social Security Number

Cindy K Krueger 394-64-5969

Section 179 Limitation

This worksheet calculates the allowable state Section 179 deduction. If the deduction is limited then the
allowable Section 179 (Line 7) must be allocated back to the individual activities using the State
Allowed columns below. The Section 179 amounts for Schedules C, E, F, K-1 Partnership,
K-1 S Corporation, and Form 4835 are on the Activity Worksheet(s).

1 Federal taxable income computed for the Section 179 limitation 1

State adjustments:
2 Depreciation adjustment (without Section 179) 2
3 Section 1231 gain adjustment 3
4 Other additions or subtractions to taxable income 4
5 State taxable income for the Section 179 limitation (line 1 plus lines 2 - 4) 5
6 Total Section 179 before limitation 6
7 Section 179 allowable, if different 7
8 Federal Section 179 allowed 8
9 State Section 179 adjustment 9
10 Carryover to next year 10

QuickZoom to Activity Worksheet O

Form 2106 P/Y (A) (B) (C) (D) (E)

Copy Fed Total Federal Net State State State Total
# Section 179 Section 179 Current Carryover Section 179
Before After Year From Prior Before
Limitation Limitation Expense Year Limitation

Form 2106 Section 179 Carryovers (F) (G) (H)

State Total State Carryover
Section 179 Section 179
Before Allowed
Limitation

Total Form 2106 Section 179 Adjustment (Column B minus Column G)

Schedule A

(A) (B) (C) (C) (D) (E) (F)

Federal Total Federal Net State State State Total State State
Section 179 Section 179 Current Carryover Section 179 Section 179 Section 179
Before After Year From Prior Before Allowed Carryover To
Limitation Limitation Expense Year Limitation Next Year

Total Schedule A Section 179 Adjustment (Column B minus Column E)