Required:

Use the following information to prepare a $2022$ Form $1040,$ Schedule

$1,$ and Schedules A and B for Leonard Cox.

The required forms can be obtained from the IRS website

$($

www$.$irs.gov$).$ Helpful instructions for completing the forms can also

be obtained from this site.

Facts:

Leonard Cox is a single taxpayer. Leonard's social security number is $445-01-$

$9266,$ and his date of birth is April $5,1978.$ He lives at $2202$ Houston Street,

Broken Arrow, OK $74012.$

Leonard is a store manager. His $W-2$ shows wages of $$104,000,$ federal

withholding of $$12,200,$ and Oklahoma withholding of $$4,050.$ When he filed his

Oklahoma tax return for $2021$ in April of $2022,$ he paid a balance due of $$1,200.$

Leonard received a $1099-$INT that reported $$21\mathrm{.}12$ in interest on his savings

account at the Bank of Oklahoma. He also received a $1099-$DIV from BOK

Financial that reported $$5,500$ in dividends, including $$5,300$ in qualified

dividends.

Leonard contributed $$4,000$ to his IRA for $2022$ and paid $$1,200$ interest on his

student loans. Leonard is not covered by a pension plan through his employer.

Leonard has health insurance through his employer, but he had unreimbursed

deductible medical expenses of $$12,175.$

He received Form $1098$ from his mortgage lender. This form reports that he

paid $$8,275$ in interest on his home mortgage and $$2,150$ in property taxes on his

residence.

Leonard's charitable contributions included $$2,400$ to his church and $$150$ to

Doctors without Borders.