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.)
All forms are available on irs.gov or on Google search engine if you type Form 1040 or Schedule A and "Form 8283"
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