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directions: show how rhonda would fill out her indivual tax return for 2 0 2 3 1 . Rhonda Swifty ( unmarried ) is employed
directions: show how rhonda would fill out her indivual tax return for
Rhonda Swifty unmarried is employed as an office manager at the main office of Carter and Associates CPA firm. Rhonda lives in a home she purchased years ago. Rhondas older cousin Mabel Wright lives with Rhonda in the home. Mabel is retired and receives $ of Social Security payments each year. Mabel is able to save this money because Rhonda provides all of Mabels support. Rhonda also provided the following information:
Rhonda does not want to contribute to the presidential election campaign.
Rhonda lives at Blue Ridge Way, Tulsa, Oklahoma
Rhondas birthday is and her Social Security number is
Mabels birthday is and her Social Security number is
Rhonda does not have any foreign bank accounts or trusts.
Rhonda received a Form W from Carter and Associates her employer that contained the following information:
Line Wages, tips, other compensation $
Line Federal income tax withheld
Line Social Security wages
Line Social Security tax withheld
Line Medicare wages and tips
Line Medicare tax withheld
Line State wages, tips, etc.
Line State income tax
Carter and Associates address is CPA Way Tulsa, Oklahoma ; its FEIN is ; and its State ID number is
Rhonda received $ in interest from Tulsa City bonds, $ interest from IBM bonds, and $ from her savings account at UCU Credit Union. She also received a $ dividend from Huggies Company and $ from Bicker Corporation. Both dividends are qualified dividends.
Rhonda sold shares of DM stock for $ a share on June She purchased the stock on December for $ a share. She also sold shares of RSA stock for $ a share on October She purchased the stock for $ a share on February Stock basis amounts and proceeds have been reported to the IRS with no adjustments required.
The following is a record of the medical expenses that Rhonda paid for herself during the year. The amounts reported are amounts she paid in excess of insurance reimbursements. Rhonda drove miles for medical purposes uniformly over
Insurance premiums
Prescription medications
Overthecounter medications
Doctor and dentist visits
Eyeglasses
Physical therapy $
Rhonda paid $ in mortgage interest during the year to UCU credit union reported to her on Form She also paid $ in real property taxes during the year.
Rhonda contributed $ to Heavenly Church during the year. Heavenly Churchs address is Religion Way, Tulsa, Oklahoma
Rhonda did not buy, sell, exchange, or otherwise acquire any financial interest in a virtual currency.
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