Question
Keisha Sanders, a divorced single taxpayer and practicing attorney, lives at 9551 Oak Lane in Boise, ID 83709. Her social security number is 412-34-5670 (date
Keisha Sanders, a divorced single taxpayer and practicing attorney, lives at 9551 Oak Lane in Boise, ID 83709. Her social security number is 412-34-5670 (date of birth 2/27/1978).
Her W-2 contained the following information: Wages (box 1) = $ 84,601.55 Federal W/H (box 2) = $ 8,678.58 Social security wages (box 3) = $ 84,601.55 Social security W/H (box 4) = $ 5,245.30 Medicare wages (box 5) = $ 84,601.55 Medicare W/H (box 6) = $ 1,226.72
In addition, Keisha made alimony payments totaling $10,800 for the year to her former husband Alex, an unemployed mine worker, whose social security number is 412-34-5671. This was in regards to a divorce decree that was completed prior to November 2017 and had not been amended post 2018. She also received a 1099 INT from Idaho State Credit Union in the amount of $254.85.
Keisha also has the following information for her Schedule A itemized deductions:
Interest expense Home mortgage (qualified residence interest) $ 8,100 MasterCard (used exclusively for personal expenses and purchases) 675 Car loan (personal use) 710 Student loan interest 1,750 Taxes paid State income tax withheld 2,950 State income tax deficiency (for 2021) 350 Real estate property taxesprincipal residence 1,700 Personal property taxescar 75 Registration feecar 125 Medical expenses Doctors fees 635 Prescription drugs 260 Vitamins and over-the-counter drugs 250 Dental implant to correct a bite problem 1,600 Health club fee 400 Charitable contributions (all required documentation is maintained) Cash: Mosque (made ratably throughout the year and no single contribution was greater than $250) 3,100 United Way 100 PBS annual campaign 200
Property: Greater Boise Goodwillused clothing and household items Date of donation November 15, 2022 Thrift shop value at date of donation 550 Actual purchase price of the items 1,300
Prepare a Form 1040 with a Schedule 1, a Schedule A, and a Form 8283 for Keisha using any other appropriate worksheets. If manually preparing the return, the Student Loan Interest Deduction worksheet can be found in IRS Publication 970, Tax Benefits for Education. Use the appropriate Tax Tables. Note: Input all the values as positive numbers. Round your final answers to the nearest whole dollar amount. Instructions can be found on certain cells within the forms. Do not skip rows, while entering Part I of Form 8283.
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