Question

John and Shannon O'Banion, who live at 3222 Pinon Drive, Mesa, CO 81643, file as married filing jointly. John's social security number is 412-34-5670 (date of birth 5/12/1982), and Shannon’s is 412-34-5671 (date of birth 11/3/1984).

John’s W-2 contained the following information:
 

Wages (box 1) =	$ 66,346.74
Federal W/H (box 2) =	$ 5,224.75
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 federal withholding of $340.25. In the same year, they had the following medical costs:
 

Shannon’s prescribed diabetes medication	$ 4,250
Shannon’s hospital charges	9,350
Shannon’s regular physician visits	835
Shannon’s eye doctor	75
Shannon’s diabetes blood testing supplies	685
Insurance reimbursements	1,925

 

In addition, they had the following other expenses:
 

State income taxes	$ 4,950
Real estate property taxes	4,170
Car loan interest	500
Personal property taxes	765
Cash charitable contributions (made ratably throughout the year to their church)	2,135
Mortgage interest expense	9,970
Union dues for John	575
Tax preparation fees	175

Answer 1

Answer:

Does the question could be to prepare a Form 1040 and Schedule A for the O'Banions using any appropriate worksheets.

Kindly see the attached photos below for the answers, thanks.

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Note : 21 : Other income = $2,711 - $340.25 federal withholding = $2,370.75 say $2,371

Medical and Dental expenses, 1 : = $4,250 + $9,350 + $835 + $75 + $685 - $1,925 = $13,270

Kindly see this attached photos for the answers, thanks.

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9.970 . Add lines through 9885 Interest 10 Home mortgage Interest and points reported to you on Form 1095 10 You Paid 11 Home mortgage interest not reported to you on Form 109. T paid to the person from whom you bought the home, noe instructions Note: and show that person's name, identifying no., and address Your mortgage interest deduction may be limited (See 12 Points not reported to you on Form 1098. See instructions for Instructions special rules 12 13 Mortgage insurance premiums see instructions) 13 14 Investment interest. Attach Form 1952 required. So instructions 14 15 Add linee 10 through 14 15 9,970 Gifts to 16 Gifts by cash or check you made any gift of $250 or more, Charity te instructions 16 2135 If you made a 17 Other than by cash or check any gift of $250 or more, see git and got a instructions. You must attach Form 8283 over $500 17 benefit for it 18 se instruction 19 Add lines 16 through 18 18 Carryover from prior year 19 7.135 Casualty and Theft Losses 20 Casualty or thottlossos). Altach Form 4684. (See instructions.) 20 Job Expenses 21 Unreimbursed employee expenses-job travel, union dues and Certain job education, etc. Attach Form 2106 or 2106-EZ it required. Miscellaneous (See instructions.) Deductible esperar from Porn 2106 21 575 Deductions 22 Tax preparation fees 175 23 Other expenses-investment safe deposit box, etc. Lise type and amount 23 24 Add lines 21 through 23 24 750 25 Enter amount from Form 1040, Iine 38 25 66,715 28 Multiply line 25 by 2% (02) 26 1.301 27 Subtract line 26 from line 24. If line 26 is more than line 24, enter 27 Other 28 Other-from list in instructions. List type and amount Miscellaneous Deductions 28 Total 29 Is Form 1040, line 38, over $154,950? Itemized * No. Your deduction is not limited. Add the amounts in the far right column Deductions for lines 4 through 28. Also, enter this amount on Form 1040, line 40 29 28.383 Yes. Your deduction may be limited. See the ltomized Doductions Worksheet in the instructions to figure the amount to enter. 30 If you clect to itemize deductions even though they are less than your standard deduction, check here For Paperwork Reduction Act Notice, see Form 1040 Instructions. BAA DEV 07/1/TW Schedule A Form 1040 2045