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19. How does a taxpayer born before January 2, 1936 calculate the taxes on a lump sum distribution using lump sum averaging? a) The tax

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19. How does a taxpayer born before January 2, 1936 calculate the taxes on a lump sum distribution using lump sum averaging? a) The tax rate schedule b) The tax tables c) Schedule D d) The tax rate schedule for lump sum distributions 20. Steve, age 55, retired last year on disability due to back problems. Before retirement, his employer paid 75% of his disability insurance premiums. Last year, Steve received $1,350 per month from disablity (for 12 months). How much of Steve's disability payments should be reported as taxable income? a) $12,150 b) $16,200 c) 4,050 d) S 0 21. Miguel is 71 years old and his wfe, Carmelita, is 57 years old. Miguel is retired and receives Social Security in the amount of $16,000 per year. Carmelta withdrew $7,500 from her IRA Miguel and Carmelita are filing a joint return they have no other income to report What is heir tax liability? a)$0 b) $156 c) $750 d) $906 22. Justin is a new teacher and has spent qute a bit of money out of his own pocket for clas sroom expenses for his third grade students. He asks his tax preparer fhe's able to deduct any of hese expenses. How much is he able to deduct, if any, and where does he report this amount on his tax return? Justin uses the filing status of Single on his returm. a) The money Justin has spent out-of-pocket is not deductible. b) Justin can report al of his educator expenses as an adjustment to income on Form 1040, line 23. c) Justin can report up to $250 as an adjustment to income on Form 1040, line 23. d) Justin can report up to $250 as an adjustment to income on Form 1040, line 23 and anything over this amount can be reported on Schedule A, line 21 as an unreimbursed employee expense 23. Grayson works for a small business. His employer establishes a SIMPLE IRA for each employee's retirement. What retirement plan are contributions to a SIMPLE IRA made? a) A traditional IRA b) A Roth IRA c) A designated SIMPLE IRA plan d) A 401(k) plan

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