Harvey R. Specter, born April 3, 1983, is a single taxpayer who works at the law firm Pearson Hardman.He lives at PH 901 20 Stewart Street, New York, New York. His Social Security number is 933-66-9999.
Harvey earned $90,000 in wages and had $10,439 withheld in federal income taxes; both items were
reported to him on his W-2. He also earned $1,000 in bank interest from Goldman Sachs (at 200 West St.)
on his savings account. This amount was reported to him on his December 2022 bank statement. Harvey
would like $3 to go to the Presidential Election Campaign Fund, although he has no idea what that is. He
would like any refund he may receive to be deposited into his checking account. Harvey’s account
number is 321456987. He cannot remember the routing number for his bank. He would like for you, his
professional tax preparer and CPA, to deal with the IRS for him if needed with regards to his 2022 tax
return.
Please prepare Harvey’s 2022 Form 1040 and any required schedules.
The assignment should be stapled and assembled in the correct IRS order, with the attached cover sheet
on the front. If you use the assignment description (this sheet) to make notes to aid in preparation of your
return, please include it at the back of your return.
Please include the names of everyone you worked with to complete the return. This assignment is due on
9/26 at 2:00pm. All tax return assignments are to be turned in on paper and tax forms must be
handwritten. Any electronic (Word or Excel) file used to help you prepare the return should be turned in
on paper with the return and electronically through Canvas.
I would highly recommend using the Form 1040 instructions to help with the forms if you have questions
about what goes on what line.
You can find the 2022 Form 1040 and its instructions at IRS.gov. Also, the individual income tax formula
is in your book in Chapter 4. It might be useful.
Tax Return 1
ACT 4494
FA 2023
Name: ____________________________________________________________________________
The AGI on this return is: $ ___________________________________________________________
I worked on this return with:
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
I worked for approximately _________________________hrs/min on this return.
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