Taxpayer: Adrian Monk

Home Address:

Pine & Divisidero

San Francisco, CA 94115

Social Security # 185-34-7786

Birth Date: 9/15/53

Status: Widower (Wife died in 2012)

No Dependents

Occupation:

Detective with the San Francisco Police Dept.

Income 2018:

Wages & Taxes Withheld from W2 Form

Taxable Wages - $108,000

Federal Income Tax Withheld - $14,984

State & Local Taxes Withheld - $4, 007

Interest Income:

Golden Gate Bank - $880

State of California Highway Bond (Tax Free Municipal Bond) - $2,700

Dividend Income (Assume Non- Qualified Dividends):

Vanguard Global Equity Fund - $820

Apple Inc - $1,500.

Other Income:

Gift from an uncle $150,000

Personal Expenses:

Medical Expenses - $6,350

Real Estate Taxes on Home - $9,120

Paid his brother Ambroses Real Estate Tax for 2018 - $5.550

Home Mortgage Interest - $13,205

Charitable Contributions - $1,600

Paid parking Fine to the City of San Francisco - $85

Political Contributions - $800

Other Expenses

Contribution to an Individual Retirement Account - $3,000

Required:

1. Calculate Adrian Monks 2019 Federal Income Tax Return
2. Calculate the Tax Owed or Refund
3. Required Forms to download from Blackboard:
   1. Form 1040
   2. Schedule 1
   3. Schedule A
   4. Schedule B