Question
Robert J. and Sally L. Jones are married and file a joint return. Robert is self-employed as a dentist, and Sally is a college professor.
- Robert J. and Sally L. Jones are married and file a joint return. Robert is self-employed as a dentist, and Sally is a college professor. Robert and Sally have three children.
The oldest is Vince who lives at home and attends law school full-time at the University of Cincinnati. He worked part-time during the year, earning $1,500, which he spent for his own support. Robert and Sally provided $6,000 toward Vince’s support (including $4,000 for Vince’s fall tuition).
They also provided over half the support of their daughter, Joan, who is a full-time student at Edgecliff College in Cincinnati. Joan worked part-time as an independent contractor during the year, earning $4,900. Joan lived at home until she was married in December of 20xx. She filed a joint return with her husband, Patrick, who earned $40,000 during the year.
Jennifer is the youngest and lived in the Jones’ home for the entire year. The Joneses provide you with the following additional information:
- Robert and Sally would like to take advantage on their return for any educational expenses paid for their children. You may assume that the educational expenses were included on Form 1098-T for the current year. And, you may assume that the prior year’s Form 1098-T had both boxes 2 and 7 checked.
- The Joneses do not want to contribute to the presidential election campaign.
- The Joneses live at 621 Franklin Avenue, Cincinnati, OH 45211.
- Robert’s birthday is 3/5/1967 and SSN 333-45-6666
- Sally’s birthday is 4/24/1970and SSN 566-77-8888
- Vince’s birthday is 11/6/1998 and SSN 576-18-7928
- Joan’s birthday is 2/1/1999 and SSN 575-92-4321
- Jennifer’s birthday is 12/12/2003 and SSN 613-97-8465
- The Joneses do not have any foreign bank accounts or trusts
- Sally is a lecturer at Xavier University in Cincinnati, where she earned $30,000. The university withheld federal income tax of $3,375, state income tax of $900, Cincinnati city income tax of $375, $1,860 of SS tax and $435 of Medicare tax. She also worked part of the year for Delta Airlines. Delta paid her $10,000 in salary, and withheld federal income tax of $1,125, state income tax of $300, Cincinnati city income tax of $125, $620 for SS tax, and $145 for Medicare tax. NOTE: You will need to create partial Form W-2s as the supporting document. Be sure to include the employer’s name and fill in the applicable income, withholding, etc. You do not need the tax ID information for the supporting form info to populate to the primary form.
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