I need help filling out the schedule A from below, all of the numbers listed should be right. I haven't checked it yet though so they could be different (especially other itemized deductions line 16). One thing to keep in mind is that total itemized deductions needs to equal $36,486 at the end
heres some other info:
other info:
- When they filed their 2018 state return in 2019, the Byrds paid additional state income tax of $900.
- During 2019, Alice and Bruce attended a dinner dance sponsored by the Lowell Police Disability Association (a qualified charitable organization). The Byrds paid $300 for the tickets. The cost of comparable entertainment would normally be $50.
- The Byrds contributed $5,000 to Lowell Presbyterian Church and gave used clothing (cost of $1,200 and fair market value of $350) to the Salvation Army. All donations are supported by receipts, and the clothing is in very good condition.
- Via a crowdfunding site (gofundme.com), Alice and Bruce made a gift to a needy family who lost their home in a fire ($400). In addition, they made several cash gifts to homeless individuals downtown (estimated to be $65).
-In 2019, the Byrds received interest income of $2,750, which was reported on a Form 1099INT from Second National Bank, 125 Oak Street, Lowell, MA 01850 (Employer Identification Number 98-7654322).
-The home mortgage interest was reported on Form 1098 by Lowell Commercial Bank, P.O. Box 1000, Lowell, MA 01850 (Employer Identification Number 98-7654323). The mortgage (outstanding balance of $425,000 as of January 1, 2019) was taken out by the Byrds on May 1, 2015.
-Alice's employer requires that all employees wear uniforms to work. During 2019, Alice spent $850 on new uniforms and $566 on laundry charges.
-Bruce paid $400 for an annual subscription to the Journal of Franchise Management and $741 for annual membership dues to his professional association.
-Neither Alice's nor Bruce's employer reimburses for employee expenses.
-The Byrds do not keep the receipts for the sales taxes they paid and had no major purchases subject to sales tax.
I 
The following information is shown on their Wage and Tax Statements (Form W-2) for 2019. Line Description Alice Bruce 1 Wages, tips, other compensation $58,000 $62,100 2 Federal income tax withheld 4,500 5,300 3 Social Security wages 58,000 62,100 4 Social Security tax withheld 3,596 3,850 5 Medicare wages and tips 58,000 62,100 6 Medicare tax withheld 841 900 15 State Massachusetts Massachusetts 16 State wages, tips, etc. 58,000 62,100 17 State income tax withheld 2,950 3,100 The Byrds had the following expenses relating to their personal residence during 2019: Real estate property taxes $5,000 Qualified interest on home mortgage 8,700 Repairs to roof 5,750 Utilities 4,100 Fire and theft insurance 1,900 The Byrds had the following medical expenses for 2019: Medical insurance premiums $4,500 Doctor bill for Sam incurred in 2018 and not paid until 2019 7,600 Operation for Sam 8,500 Prescription medicines for Sam 900 Hospital expenses for Sam 3,500 Reimbursement from insurance company, received in 2019 3,600 The medical expenses for Sam represent most of the 60% that Bruce contributed toward his father's support. OMB No. 1545-0074 SCHEDULE A (Form 1040 or 1040-SR) (Rev. January 2020) Department of the Treasury Internal Revenue Service (99) 2019 Itemized Deductions Go to www.lrs.gov/ScheduleA for instructions and the latest information. Attach to Form 1040 or 1040-SR. Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16 Attachment Sequence No. 07 Your social security number 111-11-1113 Name(s) shown on Form 1040 or 1040-SR Bruce M. and Alice J. Byrd Caution: Do not include expenses reimbursed or paid by others. Medical 1 Medical and dental expenses (see instructions) .......... and Dental 2 Enter amount from Form 1040 or 1040- Expenses 122,850 SR line ab............... 3 Multiply line 2 by 7.5% (0.075). 3 9,213.75 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter-0-....... 5 State and local taxes Taxes You Paid a State and local income taxes or general sales taxes. You may include either income taxes or general sales taxes on line 5a, but not both. If you elect to include general sales taxes instead of income taxes, check this box .................. 5a b State and local real estate taxes (see instructions) 5b 5,000 c State and local personal property taxes. 5c d Add lines 5a through 5c. 5d e Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately)...... 6 Other taxes. List type and amount 6 7 Add lines 5e and 6... Interest You Paid 8 Home mortgage interest and points. If you didn't use all of your home mortgage loan(s) to buy, build, or improve your home, see instructions and check this box............. 8,700 8a Caution: Your mortgage interest deduction may be limited (see instructions) . a Home mortgage interest and points reported to you on Form 1098. See instructions ir limited .......................... b Home mortgage interest not reported to you on Form 1095. See instructions if limited. If paid to the person from whom you bought the home, see instructions and show that person's name, identifying no., and address 8b & c Points not reported to you on Form 1098. See instructions for special rules ........................ d Mortage insurance premiums (see instructions) 8d e Add lines 8a through 8d...... 8e 8,700 9 Investment interest. Attach Form 4952 if required. See instructions. 10 Add lines 8e and 9... 10 8,700 11 Gifts by cash or check. If you made any gift of $250 or more, Gifts to Charity see instructions... 11 5,300 12 Caution: If you made a gift and got a a benefit for it, see instructions. 12 Other than by cash or check. If you made any gift of $250 or more, see instructions. You must attach Form 8283 if over $500.... 13 Carryover from prior year. 13 14 Add lines 11 through 13..... 5,300 14 Casualty and Theft Losses 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See instructions. 0 15 16 Other-from list in instructions. List type and amount Other Itemized Deductions 16 0 Total 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on Form 1040 or 1040-SR, line 9...... 36,486 17 Itemized Deductions 18 If you elect to itemize deductions even though they are less than your standard deduction, check this box................................................. BAA For Paperwork Reduction Act Notice, see the Instructions Schedule A (Form 1040 or 1040-SR) 2019 for Forms 1040 and 1040-SR. The following information is shown on their Wage and Tax Statements (Form W-2) for 2019. Line Description Alice Bruce 1 Wages, tips, other compensation $58,000 $62,100 2 Federal income tax withheld 4,500 5,300 3 Social Security wages 58,000 62,100 4 Social Security tax withheld 3,596 3,850 5 Medicare wages and tips 58,000 62,100 6 Medicare tax withheld 841 900 15 State Massachusetts Massachusetts 16 State wages, tips, etc. 58,000 62,100 17 State income tax withheld 2,950 3,100 The Byrds had the following expenses relating to their personal residence during 2019: Real estate property taxes $5,000 Qualified interest on home mortgage 8,700 Repairs to roof 5,750 Utilities 4,100 Fire and theft insurance 1,900 The Byrds had the following medical expenses for 2019: Medical insurance premiums $4,500 Doctor bill for Sam incurred in 2018 and not paid until 2019 7,600 Operation for Sam 8,500 Prescription medicines for Sam 900 Hospital expenses for Sam 3,500 Reimbursement from insurance company, received in 2019 3,600 The medical expenses for Sam represent most of the 60% that Bruce contributed toward his father's support. OMB No. 1545-0074 SCHEDULE A (Form 1040 or 1040-SR) (Rev. January 2020) Department of the Treasury Internal Revenue Service (99) 2019 Itemized Deductions Go to www.lrs.gov/ScheduleA for instructions and the latest information. Attach to Form 1040 or 1040-SR. Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16 Attachment Sequence No. 07 Your social security number 111-11-1113 Name(s) shown on Form 1040 or 1040-SR Bruce M. and Alice J. Byrd Caution: Do not include expenses reimbursed or paid by others. Medical 1 Medical and dental expenses (see instructions) .......... and Dental 2 Enter amount from Form 1040 or 1040- Expenses 122,850 SR line ab............... 3 Multiply line 2 by 7.5% (0.075). 3 9,213.75 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter-0-....... 5 State and local taxes Taxes You Paid a State and local income taxes or general sales taxes. You may include either income taxes or general sales taxes on line 5a, but not both. If you elect to include general sales taxes instead of income taxes, check this box .................. 5a b State and local real estate taxes (see instructions) 5b 5,000 c State and local personal property taxes. 5c d Add lines 5a through 5c. 5d e Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately)...... 6 Other taxes. List type and amount 6 7 Add lines 5e and 6... Interest You Paid 8 Home mortgage interest and points. If you didn't use all of your home mortgage loan(s) to buy, build, or improve your home, see instructions and check this box............. 8,700 8a Caution: Your mortgage interest deduction may be limited (see instructions) . a Home mortgage interest and points reported to you on Form 1098. See instructions ir limited .......................... b Home mortgage interest not reported to you on Form 1095. See instructions if limited. If paid to the person from whom you bought the home, see instructions and show that person's name, identifying no., and address 8b & c Points not reported to you on Form 1098. See instructions for special rules ........................ d Mortage insurance premiums (see instructions) 8d e Add lines 8a through 8d...... 8e 8,700 9 Investment interest. Attach Form 4952 if required. See instructions. 10 Add lines 8e and 9... 10 8,700 11 Gifts by cash or check. If you made any gift of $250 or more, Gifts to Charity see instructions... 11 5,300 12 Caution: If you made a gift and got a a benefit for it, see instructions. 12 Other than by cash or check. If you made any gift of $250 or more, see instructions. You must attach Form 8283 if over $500.... 13 Carryover from prior year. 13 14 Add lines 11 through 13..... 5,300 14 Casualty and Theft Losses 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See instructions. 0 15 16 Other-from list in instructions. List type and amount Other Itemized Deductions 16 0 Total 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on Form 1040 or 1040-SR, line 9...... 36,486 17 Itemized Deductions 18 If you elect to itemize deductions even though they are less than your standard deduction, check this box................................................. BAA For Paperwork Reduction Act Notice, see the Instructions Schedule A (Form 1040 or 1040-SR) 2019 for Forms 1040 and 1040-SR
