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1 David, a single, calendar year individual, had a rather good year in 2020. He generated business income of $210,000 and had $78,000 of business

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1 David, a single, calendar year individual, had a rather good year in 2020. He generated business income of $210,000 and had $78,000 of business deductions, including deductible meals of $4,250 (before the required 50% reduction). Conservative David had taxable interest income of $17,600 and no other taxable income. David's self-employment tax for 2020 is $18,951. David can deduct one- half of this in arriving at his adjusted gross income. David's deductions and related information are as follows: QBI deduction in arriving at AGI $24,930 Standard deduction 18,650 Itemized deductions 17,700 Dependents (David's mother, ager 75) Create an Excel spreadsheet to: Calculate David's taxable income as a head of household and his gross federal income tax Based on your answers, calculate David's: Average tax rate (income tax)? Effective tax rate (income tax)? Marginal tax rate (income tax)? 1 Basic Tax Formula: Income as most broadly conceived Minus: Exclusions Equals: Gross income Minus: Deductions for AGI Equals: Adjusted gross income Minus: Larger of itemized deductions or standard deduction Minus: QBI deduction Equals: Taxable income Apply tax rates Equals gross income tax Minus: Credits and prepayments Equals: Tax due or refund. David, a single, calendar year individual, had a rather good year in 2020. He generated business income of $210,000 and had $78,000 of business deductions, including deductible meals of $4,250 (before the required 50% reduction). Conservative David had taxable interest income of $17,600 and no other taxable income. David's self-employment tax for 2020 is $18,951. David can deduct one- half of this in arriving at his adjusted gross income. David's deductions and related information are as follows: QBI deduction in arriving at AGI $24,930 Standard deduction 18,650 Itemized deductions 17,700 Dependents (David's mother, ager 75) 1 Create an Excel spreadsheet to: Calculate David's taxable income as a head of household and his gross federal income tax. Based on your answers, calculate David's: Average tax rate (income tax)? Effective tax rate income tax)? Marginal tax rate income tax)? Basic Tax Formula: Income as most broadly conceived Minus: Exclusions Equals: Gross income Minus: Deductions for AGI Equals: Adjusted gross income Minus: Larger of itemized deductions or standard deduction Minus: QBI deduction Equals: Taxable income Apply tax rates Equals gross income tax Minus: Credits and prepayments Equals: Tax due or refund

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