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ACC 295 2018 INDIVIDUAL TAXATION PROBLEM Use the following information to prepare the joint income tax return of Frank and Sandra Anderson. Use Form 1040,

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ACC 295 2018 INDIVIDUAL TAXATION PROBLEM Use the following information to prepare the joint income tax return of Frank and Sandra Anderson. Use Form 1040, Schedules A, B and D, Form 2106, Form 2441, Form 8949, the Qualified Dividends and Capital Gains Worksheet and the Child Tax Credit Worksheet. All parties sign and date the return on April 1, 2018. All members of the household are covered by a health insurance through Frank's employer. Frank A. (SSN 811-26-3717) and Sandra K. (SSN 820-47-9231) Anderson (ages 48 and 51 respectively) reside at 2121 Century Avenue, Middleton, CA 92657, with their three children whom they fully support: Martha (age 9, SSN 668-21-5246), Charles (age 11, SSN 668-21 5247), and Carol (age 14, SSN 668-21-1827). The Andersons file a joint return, and both elect to have money go to the presidential election campaign fund. Frank is employed as a customer representative. Sandra is employed as a computer operator. Details of their salaries and withholdings are as follows: Federal Social Medicare Gross State Income Income Tax Security Tax Insurance Wages Tax Withheld Withheld Withheld Tax Withheld Frank $68,500 $2,920 $1,882 $4,247 $993 Sandra 39,300 1,692 1,220 2,437 570 During the year, Frank received a $4,000 business travel expense reimbursement from his employer, which was not included on his Form W-2. By agreement with his employer, none of the allowance was for meals or entertainment. Frank must make an adequate accounting of his expenses to his employer and return any excess reimbursements. His daily business journal disclosed that from January 2 through December 31, he drove his own automobile, (a 2015 Ford, purchased on 1/5/2015) 29,151 miles, of which 15,720 were work-related. Frank's average roundtrip commuting distance is 6 miles, and his commuting miles total 1,440 for the year. Frank used the standard mileage rate last year. Since Frank dislikes keeping records, he uses the standard mileage rate to determine his car expense deduction. His substantiated business expenses are as follows: Travel expenses, excluding meals, entertainment, and car expense $4,385 Parking fees 250 Meals and entertainment 680 Publication fees 91 In August, Sandra earned $75 of interest when she cashed in a CD from State Bank. Middleton Farmers Bank credited $350 of interest to the Andersons' joint savings account during the year. The Andersons received dividend income of $1,500 (all qualified) from Fidelity Mutual. The Andersons overpaid their 2016 state income taxes by $213 (The Andersons itemized their

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