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 | ||
Prepare a Form 1040, a student loan worksheet, a Schedule A, and a Form 8283 for Keisha using any other appropriate worksheets. (Input all the values as positive numbers.)
links to PDFs of the forms:
https://www.irs.gov/pub/irs-pdf/f1040.pdf
https://www.irs.gov/pub/irs-pdf/f1040sa.pdf
https://apps.irs.gov/app/vita/content/globalmedia/student_loan_interest_deduction_worksheet_1040i.pdf
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