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Please show me formula. Marc and Michelle are married and earned salaries this y

ID: 2337596 • Letter: P

Question

Please show me formula.

Marc and Michelle are married and earned salaries this year of $64,000 and $12,000, respectively. In addition to their salaries, they received interest of $350 from municipal bonds and $500 from corporate bonds. Marc contributed $2,500 to an individual retirement account, and Marc paid alimony to a prior spouse in the amount of $1,500. Marc and Michelle have a 10-year-old son, Matthew, who lived with them throughout the entire year. Thus, Marc and Michelle are allowed to claim a $2,000 child tax credit for Matthew. Marc and Michelle paid $6,000 of expenditures that qualify as itemized deductions and they had a total of $5,500 in federal income taxes withheld from their paychecks during the course of the year. (Use the tax rate schedules.)

Complete the first two pages of Marc and Michelle’s Form 1040.

c. What is the total amount of Marc and Michelle's deductions from AGI? Total deductions from AGI d. What is Marc and Michelle's taxable income? Taxable income e. What is Marc and Michelle's taxes payable or refund due for the year? Refund due 170

Explanation / Answer

Gross Income =$64000 Salary +$12000 Salary +$500 corporate bond interest

                      =$76500

Adjusted Gross Total Income =Gross Income -contribution to retirement -Alimony exp

                                             = $76500-$2500-$1500

                                             = $72500

Deductions available

Standard Deduction =$11900

Itemized Deductions =$6000- Given

Standard > Itemized

Personal and dependency exemptions =$11400 [3800*3]

Total Deductions =$11900 +$11400

                           = $23300

Taxable Income =Adjsuted Gross -Total Deductions

                          =$72500-$23300

                          =$49200

Tax Payable/Refund :

Income Tax Liability         =17400*10% +(49200-17400)*15%

                                         =$1740+$4770 =$6510

Total Tax                 =$6510

- credits                   =$2000 [Child Tax Credit]

- Prepayment          =$5500

     Refund               =$990

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