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Homework Problem I He had income and $87,000 Dwayne Johnson a single and living alone. expenditures for the year as follows. Salary income (from 1-2)

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Homework Problem I He had income and $87,000 Dwayne Johnson a single and living alone. expenditures for the year as follows. Salary income (from 1-2) Interest income from: Bank account Maricopa County bonds Inheritance from grandparent Contribution to Roth I.R.A. Interest expense on student loan 1,400 3,000 20,000 5,000 2,000 Potential Itemized Deductions: Interest expense on home mortgage Interest expense on car loan Interest expense on credit cards Property taxes paid (car and home) Charitable contributions Federal income tax withheld State income tax withheld 6,000 1,100 300 2,700 3,000 12,000 2,000 Compute the amount of: a) taxable income, b) income taxes, and c) amount of tax to be paid (refunded) Note: It is not acceptable to submit this page as homework. Prepare answer, in good form, on a separate sheet. IRS 00 2019 Personal Income Tax Computation Total Income - legal AND illegal Exclusions (NOT taxable - do not include as income) -tax-exempt interest, gifts and inheritances Gross Income Less: Student Loan Interest (deductible in year paid) Traditional 401(k) Retirement Plans Adjusted Gross Income Less: (Greater of) Standard Deduction OR Itemized Deductions 2018 Standard Deduction (Married - $24,400, Head of Household - 518,350, Single - $12,200) Itemized Deductions (taxes - state income and property, home mortgage interest, charitable contributions - cash and property) Taxable income - Roth IRA's are NOT deductible Income Tax Liability (from tables) Less: Income Tax Withheld Less: Income Tax Credits - Child, American Opportunity and Lifetime Learning Income Tax Owed (Refund Due) When you earn money, you pay taxes (income). When you spend money, you pay taxes (sales). When you own cars or houses, you pay taxes (property). When you invest money, you pay taxes (capital gains). When you die, you pay taxes (estate). ACC 212/240 Income Taxes Page 1

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