Question
Keisha Sanders, a divorced single taxpayer and practicing attorney, lives at 9551 Oak Lane in Menifee, CA 92584. Her social security number is 412-34-5670 (date
Keisha Sanders, a divorced single taxpayer and practicing attorney, lives at 9551 Oak Lane in Menifee, CA 92584. Her social security number is 412-34-5670 (date of birth 2/27/1976).
Her W-2 contained the following information:
Wages (box 1) = | $ 84,601.55 |
Federal W/H (box 2) = | $ 8,898.38 |
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 Menifee 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 2018) | 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: | |
Church (made ratably throughout the year and no single contribution was greater than $250) | 3,100 |
United Way | 100 |
PBS annual campaign | 200 |
Property: | |
Pine Cove Goodwillused clothing and household items | |
Date of donation November 15, 2020 | |
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. |
Step by Step Solution
There are 3 Steps involved in it
Step: 1
Get Instant Access to Expert-Tailored Solutions
See step-by-step solutions with expert insights and AI powered tools for academic success
Step: 2
Step: 3
Ace Your Homework with AI
Get the answers you need in no time with our AI-driven, step-by-step assistance
Get Started