TAX4001 Week 2 Writing Assignment - Part 2

You are a manager at a local accounting firm, and Kate and Sam Smith are your clients.  It is the end of the year, and they have come to ask your advice on some tax planning strategies, as well as help preparing their tax return.

It is the end of the tax-year, and Kate and Sam Smith need your help completing pages 1 and 2 of Schedule 1040 and Schedule A.   Please see the attached document with the information you will need to complete these forms and submit a draft return.