Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

Assignment: Prepare a 2022 Federal income tax return for Nora Mona Best. Assume that Nora Best is filing her return on time (before April 18,

image text in transcribed
image text in transcribed
image text in transcribed
image text in transcribed
Assignment: Prepare a 2022 Federal income tax return for Nora Mona Best. Assume that Nora Best is filing her return on time (before April 18, 2023). In preparing the return, you will complete the following IRS Forms 1040, 8949, 2441, 8812 and Schedules 1, 3, A, B, and D. Submit a PDF copy of your completed tax return for Nora Best assembled as it would be filed with the IRS. Statements providing detail or explanation of any tax items should be attached as appropriate, and tax forms should be assembled in the correct order. For reference, IRS tax forms and instructions are available on www.irs.gov. You are allowed to prepare the tax return manually or use tax preparation software of your choice. You may prepare the project either individually or as a member of a group. Groups should not consist of more than three students and all members of a group receive the same grade. Projects should be submitted electronically via Blackboard as single PDF file. Each group should submit one project/file, with team members indicating all members of their team in the comment area for the submission on Blackboard. Tax projects should be submitted via Blackboard by 11:59 p.m. on November 28th,2023. Late projects will receive a grade of zero. 1. Nora M. Best is a 43-year-old, single mom. Her daughter, Rosalee M. Thomas is ten years old. Both Nora and Rosalee live at 123 Eamily Dr., Beaumont, Texas 77702, in a home Nora has owned since June 2005. The phone number Nora wishes to show on her tax return is her cell number 409-843-2378. 2. Social security numbers (SSN) and birth dates (DOB) are provided below: NoraM.BestRosaleeM.Thomas(DOB10/6/2013)(DOB3/12/1980)SSN:452-19-6552SSN:333-51-9251 3. Nora and Rosalee were covered by health insurance for 12 months of the year, as reported on Nora's Eorm 1095-B. 4. Nora wants to contribute $3 to the Presidential Election Campaign Fund. 5. Nora is employed by Cardinal Foods, Inc. (EIN 89-4658910) as the manager of Lamar House restaurant. For 2022, her Form $2 from Cardinal Foods, Inc. reports the following items: 6. Prior to obtaining the job with Cardinal Foods, Inc., Nora was employed by El Ranchero Corp. (EIN 89-4658911) as the manager of the Silver Spoon restaurant in Port Arthur, TX. For 2022, her Form W2 from El Rancho Corp, reports the following items: 7. On the days Nora works, she eats her meals at the Lamar House restaurant so that she is avallable for supervisory reasons during the peak dining hours. There is no charge to her for the meals, but she estimates they are worth $2,000. 8. Nora received Form 1099-INT reporting Box 1 (regular or OID interest) the following interest incomes for 2022: Chance Bank (savings account) $30 9. Nora received Forms 1099-DIV reporting the following dividends during 2022: 10. Nora does not have a foreign bank account nor a foreign trust. 11. Nora received Form 1099-B from TD Ameritrade reporting the following stock sales during 2022. For all of the sales, the basis amount was reported to the IRS. 12. Statements describing the above sales will not be attached separately in lieu of Form 8949. 13. Nora received payments during the year from her former spouse, Michael Thomas (SSN: 451-84-1324), totaling \$15,000. The written divorce decree (signed in 2012) designates $10,000 of the payments as alimony to Nora, and $12,000 as child support for Rosalee. 14. Nora paid $3,600 to her neighbor, Emma Wilson, to care for Rosalee while Nora worked. Emma lives at 138 Family Dr., Beaumont, Texas 77702 (SSN 456-15-9819; phone number 409-2057315. Emma looked after Rosalee at Emma's home. 15. Nora incurred and paid the following personal expenses during 2022: Medical expenses: Prescription medicine and drugs Health insurance premiums $3,350 Doctors and dentists 4,300 250 Taxes: Auto registration Real estate taxes on home (with State Street Bank (reported on Form 1098 - see interest, below) Sales taxes paid (Nora wishes to use the actual sales taxes paid) Interest: Home mortgage with State Street Bank (reported on Form 1098 - see taxes, above) Charitable contributions: Lamar University (cash) Miscellaneous: Tax preparation fees for 2021 tax return 300 Losses on lottery tickets 65 4,121 513 5,200 200 100 16. If the Nora has a refund due, she requests that it be credited to their 2023 taxes. 17. Nora does not wish to e-file her 2022 tax return (do not prepare Form 8879) 18. If you need additional information or clarification, you may contact Nora via email (mrusevaelamar,edu) Assignment: Prepare a 2022 Federal income tax return for Nora Mona Best. Assume that Nora Best is filing her return on time (before April 18, 2023). In preparing the return, you will complete the following IRS Forms 1040, 8949, 2441, 8812 and Schedules 1, 3, A, B, and D. Submit a PDF copy of your completed tax return for Nora Best assembled as it would be filed with the IRS. Statements providing detail or explanation of any tax items should be attached as appropriate, and tax forms should be assembled in the correct order. For reference, IRS tax forms and instructions are available on www.irs.gov. You are allowed to prepare the tax return manually or use tax preparation software of your choice. You may prepare the project either individually or as a member of a group. Groups should not consist of more than three students and all members of a group receive the same grade. Projects should be submitted electronically via Blackboard as single PDF file. Each group should submit one project/file, with team members indicating all members of their team in the comment area for the submission on Blackboard. Tax projects should be submitted via Blackboard by 11:59 p.m. on November 28th,2023. Late projects will receive a grade of zero. 1. Nora M. Best is a 43-year-old, single mom. Her daughter, Rosalee M. Thomas is ten years old. Both Nora and Rosalee live at 123 Eamily Dr., Beaumont, Texas 77702, in a home Nora has owned since June 2005. The phone number Nora wishes to show on her tax return is her cell number 409-843-2378. 2. Social security numbers (SSN) and birth dates (DOB) are provided below: NoraM.BestRosaleeM.Thomas(DOB10/6/2013)(DOB3/12/1980)SSN:452-19-6552SSN:333-51-9251 3. Nora and Rosalee were covered by health insurance for 12 months of the year, as reported on Nora's Eorm 1095-B. 4. Nora wants to contribute $3 to the Presidential Election Campaign Fund. 5. Nora is employed by Cardinal Foods, Inc. (EIN 89-4658910) as the manager of Lamar House restaurant. For 2022, her Form $2 from Cardinal Foods, Inc. reports the following items: 6. Prior to obtaining the job with Cardinal Foods, Inc., Nora was employed by El Ranchero Corp. (EIN 89-4658911) as the manager of the Silver Spoon restaurant in Port Arthur, TX. For 2022, her Form W2 from El Rancho Corp, reports the following items: 7. On the days Nora works, she eats her meals at the Lamar House restaurant so that she is avallable for supervisory reasons during the peak dining hours. There is no charge to her for the meals, but she estimates they are worth $2,000. 8. Nora received Form 1099-INT reporting Box 1 (regular or OID interest) the following interest incomes for 2022: Chance Bank (savings account) $30 9. Nora received Forms 1099-DIV reporting the following dividends during 2022: 10. Nora does not have a foreign bank account nor a foreign trust. 11. Nora received Form 1099-B from TD Ameritrade reporting the following stock sales during 2022. For all of the sales, the basis amount was reported to the IRS. 12. Statements describing the above sales will not be attached separately in lieu of Form 8949. 13. Nora received payments during the year from her former spouse, Michael Thomas (SSN: 451-84-1324), totaling \$15,000. The written divorce decree (signed in 2012) designates $10,000 of the payments as alimony to Nora, and $12,000 as child support for Rosalee. 14. Nora paid $3,600 to her neighbor, Emma Wilson, to care for Rosalee while Nora worked. Emma lives at 138 Family Dr., Beaumont, Texas 77702 (SSN 456-15-9819; phone number 409-2057315. Emma looked after Rosalee at Emma's home. 15. Nora incurred and paid the following personal expenses during 2022: Medical expenses: Prescription medicine and drugs Health insurance premiums $3,350 Doctors and dentists 4,300 250 Taxes: Auto registration Real estate taxes on home (with State Street Bank (reported on Form 1098 - see interest, below) Sales taxes paid (Nora wishes to use the actual sales taxes paid) Interest: Home mortgage with State Street Bank (reported on Form 1098 - see taxes, above) Charitable contributions: Lamar University (cash) Miscellaneous: Tax preparation fees for 2021 tax return 300 Losses on lottery tickets 65 4,121 513 5,200 200 100 16. If the Nora has a refund due, she requests that it be credited to their 2023 taxes. 17. Nora does not wish to e-file her 2022 tax return (do not prepare Form 8879) 18. If you need additional information or clarification, you may contact Nora via email (mrusevaelamar,edu)

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access to Expert-Tailored Solutions

See step-by-step solutions with expert insights and AI powered tools for academic success

Step: 2

blur-text-image

Step: 3

blur-text-image

Ace Your Homework with AI

Get the answers you need in no time with our AI-driven, step-by-step assistance

Get Started

Recommended Textbook for

Fundamental Accounting Principles

Authors: John J. Wild, Ken W. Shaw, Barbara Chiappetta

20th Edition

1259157148, 78110874, 9780077616212, 978-1259157141, 77616219, 978-0078110870

More Books

Students also viewed these Accounting questions

Question

How is communication defi ned?

Answered: 1 week ago

Question

What are the benefi ts of studying communication?

Answered: 1 week ago