Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

Lillian and Jackson Clark are a married couple in their early 20s living in Los Angeles Jackson Clark earned $93.000 in 2018 from his salesjob

image text in transcribed
Lillian and Jackson Clark are a married couple in their early 20s living in Los Angeles Jackson Clark earned $93.000 in 2018 from his salesjob During the year, his employer withheld $11,685 for income tax purposes. In addition, the Clarks received interest of $350 on a joint savings account $750 interest on tax-exempt municipal bonds, and dividends of $400 on common stocks. At the end of 2018, the Clarks sold two stocks, A and B Stock A was sold for $700 and had been purchased four months earlier for $800. Stock B was sold for $1.500 and had been purchased 3 years earlier for $1.100. Although Jackson is covered by his company's pension plan, he plans to contribute $5,500 to a traditional deductible IRA for 2018 Their only child, Carter, age 2, received as his sole source of income) dividends of $200 from Hershey stock Here are the amounts of money paid out during the year by the Andersons Fence CH Here are the amounts of money paid out during the year by the Anderson: Expenses Cost Medical and Dental expenses (unreimbursed) $200 State and local property taxes $831 Interest paid on home mortgage $4148 Charitable contributions $1.360 Total $6,539 In addition, Jackson incurred some reimbursed travel costs for an out-of- town business trip Expenses Cost Airline ticket $250 Taxis $20 Lodging $60 Meals (as adjusted to 50% of $36 cost) Total $366 Critical Thinking Questions 1. Using the Clarks'information, determine the total amount of their itemized deductions 2. Assume that they'll use the filing status of married filing jointly and that the standard deduction for that status is $24,000. Should they itemize or take the standard deduction? 3. How much have you saved the Clarks with your recommendation of standard vs itemized deduction? 4. Prepare a schedule computing the tax on a joint return for Jackson and Lillian Clark for the year ended December 31, 2018 that gives them the smallest tax liability. Use the appropriate tax rate schedule provided in Exhibit 3.3 Download Exhibit 3.30 calculate their taxes owed or refunded 5. Discuss whether the Clarks need to file a tax return for their son 6. Suggest some tax strategies, based on what you know about the Clarks financial position, that they might use to reduce their tax liability for next year

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access to Expert-Tailored Solutions

See step-by-step solutions with expert insights and AI powered tools for academic success

Step: 2

blur-text-image

Step: 3

blur-text-image

Ace Your Homework with AI

Get the answers you need in no time with our AI-driven, step-by-step assistance

Get Started

Recommended Textbook for

Accounting Information Systems And Internal Control

Authors: Eddy Vaassen, Roger Meuwissen, Caren Schelleman

2nd Edition

0470753951, 9780470753958

More Books

Students also viewed these Accounting questions

Question

understand the general outline and structure of the current book.

Answered: 1 week ago

Question

Identify who may be responsible for performance appraisal.

Answered: 1 week ago

Question

Explain the performance appraisal period.

Answered: 1 week ago