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Phil, 35 years old is an accountant. He receives medical insurance and fringe benefits from the employee. His wife, Sharon is 33 years old and

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Phil, 35 years old is an accountant. He receives medical insurance and fringe benefits from the employee. His wife, Sharon is 33 years old and works part time as office manager. They have 1 child, Amy 4 years old (qualifies for the $2,000 child care credit. They live in NYC and Sharon's mother cares for Amy at no cost. Phil's Gross salary Sharon's salary Cash gift Interest Income from bank acc Federal income tax w/h State income tax Charitable contributions e Rent paid Made a loan on March 1 in current year to a friend, who was starting a business. Principa I amount was $10,000 pays interest on December 31 annually. Interest rate is 5%, Purchased 100 shares of IBM for $2,000 in April of this year and sold the stock for December for $1,500 Municipal Bond Interest Purchased 100 shares of Disney for $5,000 and sold it for $1,000. Held the stock for 2 years $56.400 $22.000 $5,000 $100 $2,500 3,680 $6,000 $10,000 Calculate amount (Loan was done as part of arm's length transaction. Interest was paid on time.) Calculate amount $500 Calculate amount Calculate Phil and Sharon's tax (liability) or refund? Phil, 35 years old is an accountant. He receives medical insurance and fringe benefits from the employee. His wife, Sharon is 33 years old and works part time as office manager. They have 1 child, Amy 4 years old (qualifies for the $2,000 child care credit. They live in NYC and Sharon's mother cares for Amy at no cost. Phil's Gross salary Sharon's salary Cash gift Interest Income from bank acc Federal income tax w/h State income tax Charitable contributions e Rent paid Made a loan on March 1 in current year to a friend, who was starting a business. Principa I amount was $10,000 pays interest on December 31 annually. Interest rate is 5%, Purchased 100 shares of IBM for $2,000 in April of this year and sold the stock for December for $1,500 Municipal Bond Interest Purchased 100 shares of Disney for $5,000 and sold it for $1,000. Held the stock for 2 years $56.400 $22.000 $5,000 $100 $2,500 3,680 $6,000 $10,000 Calculate amount (Loan was done as part of arm's length transaction. Interest was paid on time.) Calculate amount $500 Calculate amount Calculate Phil and Sharon's tax (liability) or refund

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