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2018 2. This ganstion is worth 25 peists nam They arc ash bans taxpayers Taylor and Kavon ebat' 2k), are turned and filt a 1.

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2018 2. This ganstion is worth 25 peists nam They arc ash bans taxpayers Taylor and Kavon ebat' 2k), are turned and filt a 1. combined salary of $202,000 .Taylor reccives h 3. Taylor had a stuon loan In 2018, w tecas $23,000, the londer accopted a one time of $8,000 as full payment,ischarging $15,000 of dbe. Tracy was solvent at the tme 4. interest income from Wayne Townip bonds in the amount of $2,000 5* refuend of 2017 NJ Income Taes of $1,000the cuple mned their dedections in 2017, s doductions excoodod the hcalth insucence bencfits at work Har anleyer paid $25,000 for family bealth coverage deductioe by $3,000 Taxpayers also incurred and paid the flowmg e 6 NJtnom tax withheld Parking tickets Alimony (Kavon was 7 8 marriod and pays Alimcey to his exwife) 12,000 5,000 card bill was paid 1/1519 11 Contribution to a ROTH IRA 12 Mortgage payment on 13 Mortgage paymont on 14 Property taxcs (real estate taves) on panonal residnce 15. Naphew, Angel, owns a home and could not maike his real estate tas 4,000 residence principal only 14,000 9,000 6,000 payment as he is unemployod. The couple paid Angel's tass 16 Federal income tax payments withheld 17. Medical expenses 13,000 4,000 A. Identify items 1 through 17 as follows A taxable income B - non-taxable income C - deduction for AGI D - deduction from AG E- not deductible NOTE: When preparing your answer in Part A, do not re-type every item and dollar amount. Number your responses 1-17 and provide your answer B. *Certain items above require calculations of incomo/doductions, etc. for the Sollowing items 3 - Why is this debt that was dischargod taxable or not? 5 - What is the tax benefit rulc? Apply it to the facts 6 and 14-What are these daductions referrod to as? Is there a cap on these expenses? If so, what is the cap? 10 - In what year can this expense be deducted? Why? 15- Why are the taxpayers able to deduct these costs or why not? 17- State the rule for deducting modical expenses and apply the rule to the facts (ie.provide a detailed calculation of the amount of special attention Provide a sentence or two explaining limitations, ruies, expenses that can be deducted). C. ON A SEPARATE SHEET OF PAPER, using the tax formula, beginning with Income Broadly Conceived provide a detailed calculation of the couple's 2018 taxable income (do NOT calculate the income tax) Your answer MUST follow the tax formula (do not simply include totals, list all itcms), or points will be deducted Be certain to compare the standard deduction amount to total itemizd deductions. 2018 2. This ganstion is worth 25 peists nam They arc ash bans taxpayers Taylor and Kavon ebat' 2k), are turned and filt a 1. combined salary of $202,000 .Taylor reccives h 3. Taylor had a stuon loan In 2018, w tecas $23,000, the londer accopted a one time of $8,000 as full payment,ischarging $15,000 of dbe. Tracy was solvent at the tme 4. interest income from Wayne Townip bonds in the amount of $2,000 5* refuend of 2017 NJ Income Taes of $1,000the cuple mned their dedections in 2017, s doductions excoodod the hcalth insucence bencfits at work Har anleyer paid $25,000 for family bealth coverage deductioe by $3,000 Taxpayers also incurred and paid the flowmg e 6 NJtnom tax withheld Parking tickets Alimony (Kavon was 7 8 marriod and pays Alimcey to his exwife) 12,000 5,000 card bill was paid 1/1519 11 Contribution to a ROTH IRA 12 Mortgage payment on 13 Mortgage paymont on 14 Property taxcs (real estate taves) on panonal residnce 15. Naphew, Angel, owns a home and could not maike his real estate tas 4,000 residence principal only 14,000 9,000 6,000 payment as he is unemployod. The couple paid Angel's tass 16 Federal income tax payments withheld 17. Medical expenses 13,000 4,000 A. Identify items 1 through 17 as follows A taxable income B - non-taxable income C - deduction for AGI D - deduction from AG E- not deductible NOTE: When preparing your answer in Part A, do not re-type every item and dollar amount. Number your responses 1-17 and provide your answer B. *Certain items above require calculations of incomo/doductions, etc. for the Sollowing items 3 - Why is this debt that was dischargod taxable or not? 5 - What is the tax benefit rulc? Apply it to the facts 6 and 14-What are these daductions referrod to as? Is there a cap on these expenses? If so, what is the cap? 10 - In what year can this expense be deducted? Why? 15- Why are the taxpayers able to deduct these costs or why not? 17- State the rule for deducting modical expenses and apply the rule to the facts (ie.provide a detailed calculation of the amount of special attention Provide a sentence or two explaining limitations, ruies, expenses that can be deducted). C. ON A SEPARATE SHEET OF PAPER, using the tax formula, beginning with Income Broadly Conceived provide a detailed calculation of the couple's 2018 taxable income (do NOT calculate the income tax) Your answer MUST follow the tax formula (do not simply include totals, list all itcms), or points will be deducted Be certain to compare the standard deduction amount to total itemizd deductions

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