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You have been tasked with preparing the federal tax return for Jack and Diane Mellenkamp. Diane provided a letter with information pertaining to their taxes such as estimated payments made and charitable contributions. To the letter, Diane attached all of the appropriate tax forms she received $($W$-2,1099-$INT, etc.$)$ and the income and expenses for Jack's business, Cougar Construction. If you have questions for the clients, please send me an email at [email protected]$.$edu.

Prepare Form $1040$ and all of the associated schedules and forms using the "client" information provided. Hello! Thank you so very much for agreeing to assist with preparing our $2023$ tax returns!$$With the retirement of our prior accountant, we were worried that we would not be able to find someone to prepare our tax returns on such short notice.$$In this letter, I will provide some information to help with the preparation.$$ Here is our contact information: Jack and Diane Mellenkamp $1313$ Mockingbird Lane Cincinnati, OH $45255(513)3471111$ My date of birth is July $1,1981$ and Jack$$s is July $4,1981.$My Social Security number is $412345670$ and Jack$$s is $412345671.$I work as a Program Manager with Groctor & Pamble and Jack is self$$employed as a Construction Foreman.$$Jack is covered under the medical insurance I get through G&P and we both had coverage for the whole year.$$We do not wish to contribute to the Presidential Election Campaign and we do not own or trade any crypto currency. The following tax forms Jack and I received are enclosed with this letter: $$ Form W$2$ from G&P $$ Form $1099$INT from Third Fifth Bank $$ Form $1099$DIV from G&P $$ Form $1099$B from G&P summarizing a stock sale $$ Form $1098$ Mortgage Interest Statement from Rocketz Mortgage $$ Form $1099$NEC from IM Homes for Cougar Construction The income and expense information for Jack$$s Single$$Member LLC$,$ Cougar Construction, is attached.$$Cougar Construction has an EIN $238917567$ and its NAICS business code for box B of the Schedule C is $236100.$ Our prior accountant mentioned that Jack$$s business is a qualified trade or business eligible for the Qualified Business Income Deduction.$$The principal service offered by Cougar Construction is Residential Construction.$$ All of the business assets associated with Cougar Construction are fully depreciated.$$Cougar rents an office space for the business and the business address is: $1776$ Independence Drive Cincinnati, OH $45255$ We do have some itemized deductions that we are hoping to take with the tax return.$$We made payments to the State of Ohio in the form of withholding on my G&P wages $($$$5,531\mathrm{.}52)$ and Hamilton County real estate taxes $($$$1,700\mathrm{.}00).$Also$,$ enclosed is a mortgage interest statement Form $1098$ which shows the interest we paid to Rocketz Mortgage.$$The big item we deduct every year are our charitable contributions.$$Jack and I donated $$26,000$ to our church this year and have a letter from the church confirming the amount.$$I did not include the letter as our prior accountant never needed it$,$ but she told us to keep it with our tax returns in case the IRS ever questioned our deductions. We made timely federal estimated payments of $$20,000($$$5,000$ each quarter$).$If we have a refund this year, please apply it towards next year$$s taxes as we always have to pay estimates because of Jack$$s self$$ employment income. If you have any questions, please let me know! Thanks again, Diane Mellenkamp.

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