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Tax return problem
Tax Return Problem 2 In 2017, John and Shannon OBanion, who live at 3222 Pinon Drive, Mesa, CO 81643, file as married filing jointly. Johns social security number is 412-34-5670 (date of birth 5/12/1979), and Shannons is 412- 34-5671 (date of birth 11/3/1981). John and Shannon had qualifying health care coverage at all times during the tax year Johns W-2 contained the following information: Wages (box 1)$66,346.74 Federal W/H (box 2) S 6,583.85 Social security wages (box 3) $66,346.74 Social security W/H (box 4)$ 4,113.50 Medicare wages (box 5)$66,346.74 Medicare W/H (box 6)$ 962.03
Shannon did not work for the year due to a medical condition but did receive unemployment compensation of $2,711 for the year with no federal withholding. In the same year, they had the following medical costs: Shannons prescribed diabetes medication Shannons hospital charges Shannons regular physician visits Shannons eye doctor Shannons diabetes blood testing supplies Insurance reimbursements $2,150 8,350 835 75 185 1,910 In addition, they had the following other expenses: $2,950 1,170 500 265 635 State income taxes Real estate property taxes Car loan interest Personal property taxes Cash charitable contributions (made ratably throughout the year to their church) Mortgage interest expense Union dues for John Tax preparation fees 7,970 575 175 Prepare a Form 1040 and Schedule A for the OBanions using any appropriate worksheets. page 5-49
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Pictur Home Insert Page Layout FormulasData Review View Picture 1 1 E 1040 Uur 2015 e№se074-use OyOndt nsas-ms Individual Income Tax Return Your frat name and intia 412-34-5671 5 Home ob and you have 3222 Pinon Drive and on linoaroomoct Mesa cO 91643 t you or your scovse ring 図Marned mirng joirtyeven irony one nad income) Check onty one 2 3 Maed ning separately. Enter spouses SSN above and ful name here Qualilying widow(erd with dependent chil 6a Yourselt. if someone can clam you as a dependent, do not check box ea 13 Imore than tour check here Income da Taxable interest Altach Scheduie B if requirea b Tar-exempt interest. Do not include on line Ba 17 Attach Form) a Ordnary dividends. Attach Schedule B If requred W-2 here. Also 10 Taxabie retunds, credits, or offisets of stato and local income taxes 1099-R tax 12 Business Income or poss. Attach Schedle C or C-EZ 13 Capital gain or (loss, Attach Schedde D It requtred It not required, chack here13 4 Other gains or oses Attach Form 4797 20 you dd not14 o see Instructions 15a IRA dstibutions 16a Persions and annuties 16a D Taxable amount 7 Rental real estate, royalites partnerships, S corporations, trusts, etc. Attach Schedule E 17 b Taxable amount 20a Socia secufty benemts 20a Oer income. List type and amount Union Unemployment21 22 Comone the amourts in the fer rort coumintor ines 7 trough 21. This is your totai Income22 23 Educator expenses 26 Gross 27 Income 几๖:51-kes-hd.hih6:4 RA1鼾.เลี.e-mi准04เว้.11.634, 刐 2 Moving expenses. Attach Form 3903 123456789-10Schodule EIC7 Aodtional child tax creat. Attach Schedule 8812 68 American opportunity creait from Form 8883, ine e 70 Amount pad with request for extenslon to tie 71 Exoens social security and Ser 1 RRITA tax withhold 72 Creait for tederai tax on tuels. Attach Form 4136 74 Add ines 64, 06, 004, rd 67 trough 73. These are your total payments 74 6.584 2 Refund75 IIine 74 Is more than lIine 63, subtract ine 63 from Iine 74. This Is the amount you overpald 75 76a Amount ot line 75 you want refunded to you. it Fomm ee is attached, check nere 715 urt or ine 75 you wert apeliled to your 2018 estmated tax77 You Owe 79 Estimated tax penalty isee Instructons 6 Third Party Do you want to alow anothor person to dlcuns this returm with the iRS (tucton Yes. Complete below Parsonal idonbfication No Under paratios of perury. l dacare at have axamined ris ahum and aocompanying schaduis and statmonts and to the best ot ry iknowionge and bal Your signature Daytimo phone umber serv i ce 256) 856-9875 Spounes oocupation Housewife your nacons Paid Use Only Chack 1 Proparor EVRETTW Fom 1040 ( 篤厎42 SCHEDULE A 43 Form 1040 44 | hommFantoftencera ! ト OMİNa 15400074 ltemlzed Deductlons 2015 Information about Schedule A and Its separate Instructions Is at www.irs.govischedulea. Attach to Form 1040. Doparmant of the Traasuy about 07 Nanoia) shown on, Farm 1040 Your social securiny mumbar Caution Do not include expenoes reimbursed or paid by athers Medical and dental expenses (see instructions) 46 Medical 47|Dental 48 49 Paid 50 51 52 and 2 Enter amount from Form 1040, line 38 269,05 3 Multiply line 2 by 10% (.1o, But if either you or your spouse was Expenses bom before January 2, 1951, mutiply line 2 by 75% (075) nstead 3 6,906 2,779 Taxes You State and local (check only one box) a Income taxes, or b Genral sales taxes tí 2.950 1.170 6 Real estate taxes (see instructions) 7 Personal property taxes Other taxes. List type and amountTaxes You 5 State and local (check only one box a 53 ฏ Income taxes, or b General sales taxes 54 6 Real estate taxes (see instructions) 7 Porsonal property taxes 1,170 Other taxes. List type and amount 56 Add lines 5 through 8 10 Home mortgage interest and points reported to you on Form 1098 57 7.970 You Paid 11 Home mortgage interest not reported to you on Form 1096. if paid to the person from whom you bought the home, soo instructions and show that persons name, identfying no, and address 59 Your morigage 60 deducton may 61 62 63 Gifts to 16 Gifts by cash or check. If you made any gift of $250 or more, 64 65 benent for It.18 Caryover from prior yea oe limited (see 12 Points not reported to you on Form 1098., Soe instructions for special rulos 13 Mortgage insurance premiums (see instructions) 14 Investment írta est. Attach Form 4962 required (See nstructions.) 15 Add lines 10 15 If you made a 17 Other than by cash or check It any gift of $250 or more, see instructions You must attach Form 8283 over $500 git and got a ee Instructions 19 Add lines 16 Theft Losses 20 Job Expenses 21 Unreimbursed employee expenses-job travel, union dues, Miscellaneous See instructions)Deduet. ible or theft Attach Fomm 4684 68 and Cortain 69 Deducions 22 Tax preparation fees 70 71 72 73 job education, etc. Attach Form 2106 or 2108-EZ if required. fr㎝ Porn 2106 | 21 23 Other expenses-investment, safe deposit box, ec List type and amount 24 Add lines 21 through 23 25 Enter amount from Form 1040, ine 38 25 26 Multiply lino 26 by 2% (02) 27 Subtract line 26 from line 24. If line 26 is more than ine 24, enter-0 28 Other-from list in instructions. List type and amount 75 Total 29 Is Form 1040, ine 38, over $154.950 xNo. Your deduction is not limited. Add the amounts in the far right colum for lines 4 through 28. Also, enter this amount on Form 1040, ine 40. □Yes. Your deduction may be limited. See the lterized Deductions Worksheet in the instructions to figure the amount to enter 30 If you elect to itomize deductions even though they are less than your standard check here 7g For Paperwork Reduction Act Notice, see Form 1040 Instructions. BAA REV O7NIETTW Schodulb A Form 1040 2015

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