Question
Jonathan Michaels is single, has no dependents, and lives at 55855 Ridge Drive in Santa Fe, NM 87501. His social security number is 412-34-5670 (date
Jonathan Michaels is single, has no dependents, and lives at 55855 Ridge Drive in Santa Fe, NM 87501. His social security number is 412-34-5670 (date of birth 3/15/1975). Jonathan had qualifying health care coverage at all times during the tax year.
His W-2 contained the following information:
Wages (box 1) = $ 48,565.35
Federal W/H (box 2) = $ 5,024.95
Social security wages (box 3) = $ 48,565.35
Social security W/H (box 4) = $ 3,011.05
Medicare wages (box 5) = $ 48,565.35
Medicare W/H (box 6) = $ 704.20
He has gambling winnings of $550 and the following expenses:
State income taxes $ 2,200
Real estate taxes $1,150
Medical expenses $5,400
Charitable cash contributions (no single contribution was over $250) $ 450
Mortgage interest expense $4,605
Personal property taxes 220 Gambling losses $660
Job-hunting expenses within the same profession (he did not get the new position) $310
Prepare a Form 1040 and Schedule A for Jonathan using any appropriate worksheets. (Input all the values as positive numbers.) Use the appropriate Tax Tables.
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