calculate Brian Smith's 2019 Federal Income Tax Return

calculate the tax owed or refund

Form 1040

schedule 1

schedule a

schedule b

Taxpayer: Brian Smith

Home Address: 123 Main street San Francisco, Ca 94115

Social Security - 111-11-1112

birth date: 10/15/1953

status: widower( partner died in 2012)

no delendents

occupation: police officer

income 2018: wages and taxes withheld from W2 form

taxable wages- $108,009

federal income tax witheld- $14,984

state and local taxes witheld - $4,007

Interest Income

Bank: $880

state of california highway bond (tax free muincipal bond)- $2,700

Dividend Income

Global Equity Fund-$820

Samsung Inc- $1,500

Other Income

Gift from Cousins $150,000

Personal Expenses

medical expenses $6,350

real estate taxes on his house- $9,120

paid his brother real estate tax for 2018- $5,550

home mortgage interest- $13,205

charitable contributions- $1,600

paid parking fine to the city of san francisco- $85

political contributions-$800

Other Expenses

Contribution to an Individual Retirement Account- $3,000