It states to provide the amount if any in each scenario. For ex questions 1 asks the medical expense amount that will be included in your taxes based on the scenario. I just dont know what is included and what isnt.

Also, the region is the united states and the state in particular is texas if that information is needed.

(1) Timmy and Tammy were so convinced that they never wanted to have kids that Timmy had a vasectomy back in 2016. Tammy later had a change of heart and convinced Timmy to have a vasectomy reversal, which he finally got around to in January 2019. Soon after that, however, Tammy was told by her doctor that she would be at serious risk if she tried to carry a baby to term. In early February 2019 Rich Uncle died, leaving Timmy and Tammy $1 million. Having no medical insurance, they decided to use part of that money to go the IVF route, which now would have to include a surrogate (gestational carrier) Here are the total out-of-pocket expenses Timmy and Tammy incurred during 2019 toward having their first child in December 2019: $6,000 - Timmy's vasectomy reversal $3,500 - doctor and lab fees for preliminary consultation(s) and workup $7,500 - "basic" IVF lab fee $ 16,000 - egg retrieval (Tammy), fertilization, and implantation (surrogate) $18,000 - all-inclusive surrogate medical expenses (gestation & delivery) $60,000 - surrogate fee $9,000 - agency fee (surrogate finder/arranger) $7,500 - surrogate criminal background check and psychological services $4,000 - Rx pharmaceuticals $19,000 - attorneys' fees for preparation of surrogate contract, liability and other waivers, establishment of parentage documents, etc. 490 miles - personal car trips to doctors, hospitals, IVF lab, etc. What total medical expense amount, if any, will you enter into your tax return preparation software for Timmy and Tammy's 2019 MFJ return on these facts? (ignore the % of AGI floor.) (2) You're preparing Jack and Jonnie's 2019 MFJ tax return. Jack and Jonnie, together with their four kids, three dogs, two cats, one parrot - oh, and Jack's mommy (yay!) - live a couple of blocks below Campbell, just south of UTD. Their total 2019 income was $400,000. The bought a brand new car in June 2019, price $46,000 ($4,000 down, $42.000 financed on a 3-year note). What total sales tax number will you enter into your 2019 tax return preparation software for MFJ Jack and Jonnie? (Or, if automated, what sales tax number will the software generate?) Styles (5) Here is Willy and Nilly's list of 2019 charitable contributions, exactly as they handed it to you in your capacity as their MFJ return preparer: Our 2019 Charitable Contributions $40,000 - FMV of ABC Corp. stock donated to American Red Cross $6.000 - "Blue Book" retail value of 2010 pickup truck donated to Big Brothers Big Sisters of Collin County (BBBS) $10,000 - Used clothing, furniture, household goods donated to Goodwill Industries of North Texas Due diligence notes: 1. Each organization named by Willy and Nilly is eligible to receive tax- deductible donations. 2. The ABC Corp. stock was donated on Sept. 1, 2019, it was inherited from Rich Uncle (died on May 30, 2019), who had bought it for $30,000 on May 1, 2019; FMV of the stock on May 30th was $35,000 3. The pickup truck was donated on June 30, 2019, on July 15, 2019, it was sold at auction by BBBS's auctioneer-agent for $3.500; BBBS netted $3,000 after the auctioneer's fee of $500. 4. The used clothing and etc. was valued by Willy and Ny at 50% of original cost ("Good enough for government work!" says Nilly), the approximate "thrift shop value" was $1,500. What total noncash charitable contributions amount will you enter into your 2019 return preparation software for Willy and Nily? (Ignore any statutory limitations on annual amounts.) (3) Newlyweds Mary and Harry were so desperate to buy their dream home that they swallowed their pride and asked Mary's mother for help (Mary's mother also was a newlywed - she had just gotten remarried... to Mr. Moneybags). Mary and Harry's dream home cost $1.2 million. Mary's mother gave them $300,000 outright and loaned them the other $900,000. As CPAs, Mary and Harry knew enough to get a lawyer and title company involved in order to do it right" and in fact the documentation and recording of the $900,000 mortgage loan was proper in all respects. Additional facts: Both the purchase of the house and the loan from Mary's mother closed on May 1, 2019. The note to Mary's mother was at 4%; Mary and Harry paid $25,000 interest to Mary's mother during 2019. Mary's mother properly reported the mortgage interest on Form 1098. . Mr. Moneybags, whose money it really was that was loaned to Mary and Harry, insisted that Mary's mother have her name included on the deed to the house. And so it happened that the deed listed Mary, Harry, and Mary's mother as joint owners (but in that order). Included among the papers signed on May 1, 2019, was a "side letter" (notarized but not recorded) by which Mary's mother affirmed that (her name was on the deed solely as additional security for the $900,000 loan and (ii) she undertook to have her name removed from the deed as soon as the loan was fully repaid. What amount, if any, will you enter as mortgage interest into your tax return preparation software for Mary and Harry's 2019 MFJ return? (1) Timmy and Tammy were so convinced that they never wanted to have kids that Timmy had a vasectomy back in 2016. Tammy later had a change of heart and convinced Timmy to have a vasectomy reversal, which he finally got around to in January 2019. Soon after that, however, Tammy was told by her doctor that she would be at serious risk if she tried to carry a baby to term. In early February 2019 Rich Uncle died, leaving Timmy and Tammy $1 million. Having no medical insurance, they decided to use part of that money to go the IVF route, which now would have to include a surrogate (gestational carrier) Here are the total out-of-pocket expenses Timmy and Tammy incurred during 2019 toward having their first child in December 2019: $6,000 - Timmy's vasectomy reversal $3,500 - doctor and lab fees for preliminary consultation(s) and workup $7,500 - "basic" IVF lab fee $ 16,000 - egg retrieval (Tammy), fertilization, and implantation (surrogate) $18,000 - all-inclusive surrogate medical expenses (gestation & delivery) $60,000 - surrogate fee $9,000 - agency fee (surrogate finder/arranger) $7,500 - surrogate criminal background check and psychological services $4,000 - Rx pharmaceuticals $19,000 - attorneys' fees for preparation of surrogate contract, liability and other waivers, establishment of parentage documents, etc. 490 miles - personal car trips to doctors, hospitals, IVF lab, etc. What total medical expense amount, if any, will you enter into your tax return preparation software for Timmy and Tammy's 2019 MFJ return on these facts? (ignore the % of AGI floor.) (2) You're preparing Jack and Jonnie's 2019 MFJ tax return. Jack and Jonnie, together with their four kids, three dogs, two cats, one parrot - oh, and Jack's mommy (yay!) - live a couple of blocks below Campbell, just south of UTD. Their total 2019 income was $400,000. The bought a brand new car in June 2019, price $46,000 ($4,000 down, $42.000 financed on a 3-year note). What total sales tax number will you enter into your 2019 tax return preparation software for MFJ Jack and Jonnie? (Or, if automated, what sales tax number will the software generate?) Styles (5) Here is Willy and Nilly's list of 2019 charitable contributions, exactly as they handed it to you in your capacity as their MFJ return preparer: Our 2019 Charitable Contributions $40,000 - FMV of ABC Corp. stock donated to American Red Cross $6.000 - "Blue Book" retail value of 2010 pickup truck donated to Big Brothers Big Sisters of Collin County (BBBS) $10,000 - Used clothing, furniture, household goods donated to Goodwill Industries of North Texas Due diligence notes: 1. Each organization named by Willy and Nilly is eligible to receive tax- deductible donations. 2. The ABC Corp. stock was donated on Sept. 1, 2019, it was inherited from Rich Uncle (died on May 30, 2019), who had bought it for $30,000 on May 1, 2019; FMV of the stock on May 30th was $35,000 3. The pickup truck was donated on June 30, 2019, on July 15, 2019, it was sold at auction by BBBS's auctioneer-agent for $3.500; BBBS netted $3,000 after the auctioneer's fee of $500. 4. The used clothing and etc. was valued by Willy and Ny at 50% of original cost ("Good enough for government work!" says Nilly), the approximate "thrift shop value" was $1,500. What total noncash charitable contributions amount will you enter into your 2019 return preparation software for Willy and Nily? (Ignore any statutory limitations on annual amounts.) (3) Newlyweds Mary and Harry were so desperate to buy their dream home that they swallowed their pride and asked Mary's mother for help (Mary's mother also was a newlywed - she had just gotten remarried... to Mr. Moneybags). Mary and Harry's dream home cost $1.2 million. Mary's mother gave them $300,000 outright and loaned them the other $900,000. As CPAs, Mary and Harry knew enough to get a lawyer and title company involved in order to do it right" and in fact the documentation and recording of the $900,000 mortgage loan was proper in all respects. Additional facts: Both the purchase of the house and the loan from Mary's mother closed on May 1, 2019. The note to Mary's mother was at 4%; Mary and Harry paid $25,000 interest to Mary's mother during 2019. Mary's mother properly reported the mortgage interest on Form 1098. . Mr. Moneybags, whose money it really was that was loaned to Mary and Harry, insisted that Mary's mother have her name included on the deed to the house. And so it happened that the deed listed Mary, Harry, and Mary's mother as joint owners (but in that order). Included among the papers signed on May 1, 2019, was a "side letter" (notarized but not recorded) by which Mary's mother affirmed that (her name was on the deed solely as additional security for the $900,000 loan and (ii) she undertook to have her name removed from the deed as soon as the loan was fully repaid. What amount, if any, will you enter as mortgage interest into your tax return preparation software for Mary and Harry's 2019 MFJ return