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John Fuji (birthdate June 6, 1981) moved from California to Washington in December 2018. His earnings and income tax withholding for 2019 for his job

John Fuji (birthdate June 6, 1981) moved from California to Washington in December 2018. His earnings and income tax withholding for 2019 for his job as a manager at a Washington apple-processing plant are reported on his W-2 form (see separate tab).

John's other income includes interest on a Certificate of Deposit reported on a Form 1099-INT (see separate tab).

Also, in accordance with the January 2019 divorce decree he paid $500 per month alimony to his ex-wife (Dora Fuji, Social Security number 573-79-6075) starting with February 2019.

John received a Form 1098 that reports his mortgage interest and property taxes (see separate tab).

During 2019, John paid the following amounts (all of which can be substantiated):

Auto loan interest 1,575
Credit card interest 655
State sales tax 1,285
Assisted living charges for Gala 5,250
Doctor bills 2,550
Other deductible medical expenses 760
Income tax preparation fee 500
Job-hunting expenses 925
Cash charitable donation to the Jonagold Research Center 400

John's employer offers a retirement plan, but John does not participate. Instead, he made a $4,000 contribution to a Roth IRA.

John also provides 100 percent of the support for his mother, Gala Fuji (Social Security number 323-11-4455). Gala is chronically ill and lives in an assisted living facility in Yakima. Her only income is interest of about $400 on a modest savings account. John can claim the $500 other dependent credit for Gala.

Required: Complete John's Form 1040 and Schedule A.

  • Make realistic assumptions about any missing data.
  • John has health coverage for the entire year and he does not want to make a contribution to the presidential election campaign.
  • Enter all amounts as positive numbers.
  • If an amount box does not require an entry or the answer is zero, enter "0".
  • If required round any dollar amount to the nearest dollar.

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