Question
Keisha Sanders, a divorced single taxpayer, and practicing attorney, lives at 9551 Oak Leaf Lane in Pine Cove, AZ 86035. Her social security number is
Keisha Sanders, a divorced single taxpayer, and practicing attorney, lives at 9551 Oak Leaf Lane in Pine Cove, AZ 86035. Her social security number is 412-34-5670 (date of birth 2/27/1972). Keisha had qualifying health care coverage at all times during the tax year.
Her W-2 contained the following information:
Wages (box 1)=$84,601.55
Federal W/H (box 2)=$9,898.38
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. She also received a 1099 INT from Pine Cove Credit Union in the amount of $204.75.
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)
425
Car loan (personal use)
600
Student loan interest
1,750
Taxes paid
State income tax withheld
2,950
State income tax deficiency (for 2014)
350
Real estate taxesprincipal residence
1,700
Personal property taxescar
75
Registration feecar
135
Medical expenses
Doctors' fees
500
Prescription drugs
200
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
3,100
(made ratably throughout the year)
United Way
100
PBS annual campaign
200
Property:
Pine Cove Goodwillused clothing and household items
Date of donation November 15, 2016
Thrift shop value at date of donation
350
Purchase price of the items
1,300
Other
Investment publications
150
Tax return preparation fee
275
Business dues and subscriptions
350
Safe deposit box
75
Help prepare a Form 1040, a student loan worksheet, a Schedule A, and a Form 8283 for Keisha using any other appropriate worksheets.
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