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54. Comprehensive Problem (Tax Return Barbara entered the local area bake-off. won Problem). Bert and Barbara Longfelt support first place for her cherry pie, and

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54. Comprehensive Problem (Tax Return Barbara entered the local area bake-off. won Problem). Bert and Barbara Longfelt support first place for her cherry pie, and received a in nursing homes both Bert's parents and $1.000 cash prize. Barbara's parents. Bert's parents are 70 and 68 years of age respectively and have no Bert, who is an accountant, made an income except for the $3,600 in Social arrangement with Harold the dentist. Bert Security they receive annually. Barbara's would do Harold's tax work if Harold would parents, both 72 years of age, have the take care of Bert and his family's dental following sources of income: work. During the year, Bert estimated that the value of his services to Harold was Social Security $9,800 $900 and that Harold gave Bert and his Interest Income (Joint Ownership) $2.600 family $1,800 worth of dental services. In Dividend Income $900 December, Bert did a consulting assignment on a weekend and received $700. No Social Bert's annual salary is $45,000 and his wife's Security or taxes were withheld. annual salary is $55,000. During the year, they had $15.000 withheld They have two small children who live at for federal taxes. home. Also, they own an apartment house from which they derive $6,000 net rental During 2021, Bert and Barbara have income. Two items from their rental property $26,000 of itemized deductions. Compute confused them so they did not include them Bert and Barbara's net tax due, including in their rental income: self-employment tax. Assume dividends are taxed at ordinary rates. In determining the Security deposits received and to be $500 tax due, please disregard the QBI. used against final month's rent Two tenants paid rent in advance in $600 December 2021. The rent was due 55. Research Problem. Robert Olsen was a very January 1, 2022 successful college basketball player. Knowing that he would be offered a multimillion Barbara owned stock prior to her marriage to dollar contract, he established a corporation Bert and received the following cash dividends: assigning to it his services in professional sports in exchange for a monthly salary. Upon General Corp. nonqualified common $300 audit the IRS challenged this assignment of stock dividend (U.S. corporation) contract. Who will prevail? See C. Johnson, 78 Live Forever Life Insurance Co. $100 (dividends on life insurance policy) TC 882, Dec. 39,069 (1982). Bert and Barbara have several sources of interest income: Interest income from savings accounts $850 Interest income from State of $400

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