just answer no explanation
Review the following scenario. Use the information provided to answer questions about the taxpayers 2020 return.
Melanie Bolar (62) will use the single filing status. Her adjusted gross income during the year was $35,000. This is the amount she entered on her Form 1040, line 11. She would like to itemize deductions when she files her 2020 federal Form 1040 if it will result in a more favorable tax outcome.
To seek relief from a medical condition during the year, Melanie traveled 250 miles to a clinic in another state. She incurred the following trip-related expenses:
$90 for a room in a hotel near the clinic (one night).
$80 for non-hospital meals while she was away from home.
Mileage. Melanie drove her own vehicle, and the round-trip distance was 500 miles.
Melanie is not eligible for employer-sponsored health insurance. In addition to the travel expenses, Melanie incurred the following non-trip related, out-of-pocket medical expenses:
$2,200 net out-of-pocket for health insurance premiums (paid with after-tax dollars).
$1,300 for prescriptions.
$350 in co-pays to her doctor.
$300 for new glasses.
$600 for basic dental services, including x-rays and exams.
Melanie's partially completed Schedule A, Itemized Deductions, is shown below. What amount should she enter for the total of her medical and dental expenses?
$2,408
$4,228
$4,885
$5,208
www Mawie we go ang in een gros come true 2.000 mennett Wides .. Telefon mening new macie wese Home . 9 bora con no ormon-how whewhewhome . Mar wird veroudest Meie koer oor en worden - 52.200 posto $1.300 forsions $550 - doctor $300 . 18 dentalya and Melanle's partially completed Schedule A. Mumired Deductions, is shown below. What amount should she enter for the total of her medical and dental expenses? SCHEDULE A Itemized Deductions OMB No 1545-0074 (Form 1040) Go to www.irogov Schedule for instructions and the latest Information 2020 haa Artach to Form 1046 or 1040-5A. Anschen Caution that Sequenos No 07 Na shown on om 1040 1040-S Your social security ne. MELANIE BOLAR XXX-XX-XXXX Caution: Do not in de personburieder paid by others Medical 1 Medical and dental expenses inction and Dental 2 Enterrutton Form 1040 or 1040-5A Expenses In 11 35,000 Multiply line 2 by 78% (0.07) 2,625 Dubrating from ine 1. it in a more than in inter- Taxes You 5 that and local taxes Pald . State and local income of you may include the income or poner en in but not both. If you cloco include general esined of income. Check the box 000 1,750 banderol station) 36 2,800 e and local personal property ke 350 Address Tough 4,900 the theme of iner 10.000.000 married paw) 4,900 . Other type and around Interest You Pald 4,900 O Caution Your mortgage into doon ay De wedi intruction 7 Andrea Home mortgage interest and port if you are of your horro mortgage loan) to buy, buldor erove your home Intructions and check the box a Hore morto interest and points reported to you on Form 1000 se intructioned... Home mogao interest of riported to you on Form 1000 instruction med. I paid to the person from whom you out the home, onions and show that person's name, identifying and address 6,000 - $&$ 6,000 Points not reported to you on For 1000. Se instructions for special d Mortgage Insurance premium icon) Add in a tough od de Invoinent interest Altach For 4952 roured. Bontructions . 10 Addres Bo and Gifts to 11 Go by cash or check Il you made any gift of $200 or more Charity se intructions 11 Cavtion: 12 Other than by cash or check you made any of 200 or more If you made a structions. You must atach Form 1083 over 3500 12 and got a bone for 13 Carryover from prior year 13 se con 14 Addnes 11 through 13 Casualty and 15 Casualty and the stos) from a federaly declared Gastrotherunnet Qualified 6,000 Abone bathrough od 80 6.000 Investment interest. Attach Fon 4052 if required. So instructions... 10 Add lines to and 10 6,000 Gifts to 11 Gino by cash or check. If you made any gn of $250 or moro, Charity sco instruction 11 Caution: 12 Other than by cash or check. If you made any gift of $250 or more If you made a gift and got a soe instructions. You must attach Form 200 i over $500 12 benefit for it 13 Carryover from prior year 13 soo instructions. 14 Add lines 11 through 13. 14 0 Casualty and 15 Casualty and the loss (os) from a federally declared disostor (other than not qualified Theft Losses disator losos). Attach Form 4684 and enter the amount from line 10 of that form 300 instructions 15 Other 16 Other from Ist in instructions. Usttype and amount Itemired Deductions 10 Total 17 Add the amounts in the far right column for Ines 4 through 10. Also, enfor this amount on Itemized Form 1040 or 1040-SR, no 12 17 Deductions 18 if you clect to Romito deductions even though they are loss than your standard deduction check IN DOK For Paperwork Reduction Act Notice, see the Instructions for Forms 1040 and 1040-SA Schedule A (Form 1040) 2020 $2,408 $4,228 $4.885 $5,208 SCHEDULE A Itemized Deductions OMB No. 1545-0074 (Form 1040) Go to www.lrs.gov/Schedule A for Instructions and the latest Information 2020 Department of the Treasury Attach to Form 1040 or 1040-SR Attachment Internal Revenue Bere (99) Caution: you are claimingant guarded asters on Form 4, see the instructions for line 16 Sequence No. 07 Name(s) shown on Form 1040 or 1040-SA Your social security no. MELANIE BOLAR XXX-XX-XXXX Caution: Do not include expenses reimbursed or paid by others. Medical 1 Medical and dontal expensos (100 instruction) 1 and Dental 2 Enter amount from Form 1040 or 1040-SR, Expenses line 11. 21 35,000 3 Multiply line 2 by 75% (0.075) 2,625 4 Subtract in a from line 1. I line 3 la more than in 1, enter-O-.... Taxes You State and local taxes Pald . State and local income taxon or general salos taxes. You may include other income taxes or goneral sales taxes on Ines. but not both. If you clect to include general sales taxes instead of income taxes, check this box 080 1,750 State and local roal ostao tao (no instr.) 5b 2,800 State and local personal property taxes. 5c 350 d Add lines sa through 5c... 4,900 . Enter the smaller of line 5d or $10,000 ($5.000 f married fling separately)... 4,900 6 Other taxes. Ust type and amount & 50 6 4,900 Interest You Pald 7 Add line 5e and 6. & Homo mortoago interest and points. If you didn't use all of your home mortgage loan(s) to buy, build, or improve your home, sco instructions and check this box a Homo mortogo intorost and points roported to you on Form 1000 See instructions et limited.... b Homo mortgago intorost not reported to you on Form 1000. Soo instructions it limited. I paid to the person from whom you bought the home, so instructions and show that person's name, identifying no. and address Caution: Your mortgage Interest deduction may be limited (100 instructions). 6,000 6,000 10 6,000 = c Points not reported to you on Form 1000. Soo instructions for special nos BC d Mortgago insurance promiums (soe instructions) 8d Add lines 8a through 8d... 80 Investment interest. Attach For 4952 required. Soo instructions 10 Add lines Bo and o Gifts to 11 Gifts by cash or check. If you made any gift of $250 or more Charity so instructions .... 11 Caution: 12 Other than by cash or chock. If you made any of $250 or moro, If you mado a so instructions. You must attach Form 0203 il over $500 12 gift and got a benefit for it. 13 Carryover from prior year 13 seo Instructions. 14 Add lines 11 through 13. Casualty and 15 Casualty and theft losslos) from a fodorally declared deasfor (other than not qualified Theft Losses disaster losses). Altach Form 4684 and enter the amount from line 18 of that fomm Sce instructions.. Other 16 Other -- from list in instructions. Ust typo and amount 15 0 www Mawie we go ang in een gros come true 2.000 mennett Wides .. Telefon mening new macie wese Home . 9 bora con no ormon-how whewhewhome . Mar wird veroudest Meie koer oor en worden - 52.200 posto $1.300 forsions $550 - doctor $300 . 18 dentalya and Melanle's partially completed Schedule A. Mumired Deductions, is shown below. What amount should she enter for the total of her medical and dental expenses? SCHEDULE A Itemized Deductions OMB No 1545-0074 (Form 1040) Go to www.irogov Schedule for instructions and the latest Information 2020 haa Artach to Form 1046 or 1040-5A. Anschen Caution that Sequenos No 07 Na shown on om 1040 1040-S Your social security ne. MELANIE BOLAR XXX-XX-XXXX Caution: Do not in de personburieder paid by others Medical 1 Medical and dental expenses inction and Dental 2 Enterrutton Form 1040 or 1040-5A Expenses In 11 35,000 Multiply line 2 by 78% (0.07) 2,625 Dubrating from ine 1. it in a more than in inter- Taxes You 5 that and local taxes Pald . State and local income of you may include the income or poner en in but not both. If you cloco include general esined of income. Check the box 000 1,750 banderol station) 36 2,800 e and local personal property ke 350 Address Tough 4,900 the theme of iner 10.000.000 married paw) 4,900 . Other type and around Interest You Pald 4,900 O Caution Your mortgage into doon ay De wedi intruction 7 Andrea Home mortgage interest and port if you are of your horro mortgage loan) to buy, buldor erove your home Intructions and check the box a Hore morto interest and points reported to you on Form 1000 se intructioned... Home mogao interest of riported to you on Form 1000 instruction med. I paid to the person from whom you out the home, onions and show that person's name, identifying and address 6,000 - $&$ 6,000 Points not reported to you on For 1000. Se instructions for special d Mortgage Insurance premium icon) Add in a tough od de Invoinent interest Altach For 4952 roured. Bontructions . 10 Addres Bo and Gifts to 11 Go by cash or check Il you made any gift of $200 or more Charity se intructions 11 Cavtion: 12 Other than by cash or check you made any of 200 or more If you made a structions. You must atach Form 1083 over 3500 12 and got a bone for 13 Carryover from prior year 13 se con 14 Addnes 11 through 13 Casualty and 15 Casualty and the stos) from a federaly declared Gastrotherunnet Qualified 6,000 Abone bathrough od 80 6.000 Investment interest. Attach Fon 4052 if required. So instructions... 10 Add lines to and 10 6,000 Gifts to 11 Gino by cash or check. If you made any gn of $250 or moro, Charity sco instruction 11 Caution: 12 Other than by cash or check. If you made any gift of $250 or more If you made a gift and got a soe instructions. You must attach Form 200 i over $500 12 benefit for it 13 Carryover from prior year 13 soo instructions. 14 Add lines 11 through 13. 14 0 Casualty and 15 Casualty and the loss (os) from a federally declared disostor (other than not qualified Theft Losses disator losos). Attach Form 4684 and enter the amount from line 10 of that form 300 instructions 15 Other 16 Other from Ist in instructions. Usttype and amount Itemired Deductions 10 Total 17 Add the amounts in the far right column for Ines 4 through 10. Also, enfor this amount on Itemized Form 1040 or 1040-SR, no 12 17 Deductions 18 if you clect to Romito deductions even though they are loss than your standard deduction check IN DOK For Paperwork Reduction Act Notice, see the Instructions for Forms 1040 and 1040-SA Schedule A (Form 1040) 2020 $2,408 $4,228 $4.885 $5,208 SCHEDULE A Itemized Deductions OMB No. 1545-0074 (Form 1040) Go to www.lrs.gov/Schedule A for Instructions and the latest Information 2020 Department of the Treasury Attach to Form 1040 or 1040-SR Attachment Internal Revenue Bere (99) Caution: you are claimingant guarded asters on Form 4, see the instructions for line 16 Sequence No. 07 Name(s) shown on Form 1040 or 1040-SA Your social security no. MELANIE BOLAR XXX-XX-XXXX Caution: Do not include expenses reimbursed or paid by others. Medical 1 Medical and dontal expensos (100 instruction) 1 and Dental 2 Enter amount from Form 1040 or 1040-SR, Expenses line 11. 21 35,000 3 Multiply line 2 by 75% (0.075) 2,625 4 Subtract in a from line 1. I line 3 la more than in 1, enter-O-.... Taxes You State and local taxes Pald . State and local income taxon or general salos taxes. You may include other income taxes or goneral sales taxes on Ines. but not both. If you clect to include general sales taxes instead of income taxes, check this box 080 1,750 State and local roal ostao tao (no instr.) 5b 2,800 State and local personal property taxes. 5c 350 d Add lines sa through 5c... 4,900 . Enter the smaller of line 5d or $10,000 ($5.000 f married fling separately)... 4,900 6 Other taxes. Ust type and amount & 50 6 4,900 Interest You Pald 7 Add line 5e and 6. & Homo mortoago interest and points. If you didn't use all of your home mortgage loan(s) to buy, build, or improve your home, sco instructions and check this box a Homo mortogo intorost and points roported to you on Form 1000 See instructions et limited.... b Homo mortgago intorost not reported to you on Form 1000. Soo instructions it limited. I paid to the person from whom you bought the home, so instructions and show that person's name, identifying no. and address Caution: Your mortgage Interest deduction may be limited (100 instructions). 6,000 6,000 10 6,000 = c Points not reported to you on Form 1000. Soo instructions for special nos BC d Mortgago insurance promiums (soe instructions) 8d Add lines 8a through 8d... 80 Investment interest. Attach For 4952 required. Soo instructions 10 Add lines Bo and o Gifts to 11 Gifts by cash or check. If you made any gift of $250 or more Charity so instructions .... 11 Caution: 12 Other than by cash or chock. If you made any of $250 or moro, If you mado a so instructions. You must attach Form 0203 il over $500 12 gift and got a benefit for it. 13 Carryover from prior year 13 seo Instructions. 14 Add lines 11 through 13. Casualty and 15 Casualty and theft losslos) from a fodorally declared deasfor (other than not qualified Theft Losses disaster losses). Altach Form 4684 and enter the amount from line 18 of that fomm Sce instructions.. Other 16 Other -- from list in instructions. Ust typo and amount 15 0
