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Joseph Brown was born $9/1/1962.$ He is an accountant and an investor. He is the $100\%$ owner of an accounting firm which was incorporated years ago and is taxed as a Subchapter $S$ corporation.

He is married to Samantha Brown. They married on $5/30/1989.$ She was born $11/5/1962.$ They met in college and have three children. Social security #s and the children's dates of birth:

Joseph Sr$.124-56-7935$

Samantha $421-65-5397$

Joseph Jr$.255-44-333$ born $12/25/2005$

Mary $258-33-4444$ born $6/5/2008$

Michael $259-33-4567$ born $8/12/2018$

Samantha is an elementary school teacher.

The Browns own a rental property two blocks from their home. The receive $$2,000$ per month in rental income. The monthly payment for principal, interest, taxes and insurance is $$1,200$ per month. Annual insurance is $$3,600.$ Other rental expenses are $$\frac{50}{?}$ month management fee, annual utilities $$2,200,$ and repairs and maintenance of $$575$ for the year. Annual depreciation expense on the property is $$4,500$

The Browns also had some trades in their after tax investment account last year:

Short term transactions proceeds of $$20,000,$ cost basis of $$23,000$

Long term transactions proceeds of $$5,000,$ cost basis of $$9,000$

They donated $$12,000$ to their church and donated clothing and household items to Goodwill. The value of these donations is estimated to be $$500.$ They did not have many out of pocket medical expenses.

In $2022,$ they itemized deductions and received a refund from the IRS of $$1,535.$ However they owed the State of Georgia $$320$ on their $2022$ return. This was paid on $\frac{4}{10}\frac{?}{23}$ when they filed their personal return.

They also provided us with the following forms:

$-(2)1098$ forms $($mortgage and real estate taxes$)$ for their personal residence and rental property

$(3)1099-$INT forms from various banks

$(3)1099-$DIV forms from their stock broker

$(3)$ W$-2$ forms

$(1)$ K$-1$ form from Mr$.$ Brown's CPA practice

Finally, the Browns paid their private day care "Day Care R Us$"$ $$4,500$ last year. The day care is located at $101$ Main Street, Marietta, Georgia $30060.$ Their federal ID# is $58-2027844$

Make me a $1099$ dividends and distribution form, a $1099$ interest and income, a schedule k$-1,$ a $1098$ mortgage interest statement, and a $1040$ w$2$ wage and tax statement $.$ This is a homework problem

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