Bart and Susan Forrest, both age 47, are married and have no dependents. They have asked you to advise them whether they should file jointly or separately in 2014. They present you with the following information:

If they file separately, Bart and Susan will split the real estate tax and mortgage interest deductions equally. Write Bart and Susan a letter in which you make and explain a recommendation on filing status for 2014. Bart and Susan reside at 2003 Highland Drive, Durham, NC 27707.

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Bart Susan Joint Salary Business net income Interest income Deductions for AGI Medical expenses State income tax Real estate tax Mortgage interest Unreimbursed employee expenses $38,000 110,000 1,200 14,000 3,358 1,800 $2,200 400 2,400 10,427 800 3,800 4,200 1,200