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 2/27/1977). 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 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 2020) 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 problem1,600
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, 2021
Thrift shop value at date of donation 550
Actual purchase price of the items 1,300
Required:
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.
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