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nstructions : Choose the best multiple choice answer and explain why you chose t

ID: 2564297 • Letter: N

Question

nstructions : Choose the best multiple choice answer and explain why you chose the answer. MUST provide 2-3 sentence brief explanation and show all work. All sources must be noted.

PART A

Jan is single, had gross income of $38,000, and incurred the following expenses:

Charitable contribution

$4,500

Taxes and interest on home

11,000

Legal fees incurred in a tax dispute

2,000

Short Term Capital loss

5,000

Penalty on early withdrawal of savings

600

Her AGI is:

a.

$23,400.

b.

$32,500.

c.

$32,400.

d.

$34,400.

e.

$20,000.


PART B

Slim, a cash basis calendar year taxpayer, runs a bingo operation which is illegal under state law. During 2016, a bill designated H.R. 10 is introduced into the state legislature which, if enacted, would legitimize bingo games. In 2016, Salim had the following expenses:

Operating expenses in conducting bingo games

$153,000

Payoff money to state and local police

40,000

Newspaper ads supporting H.R. 9

4,000

Political contributions to legislators who support H.R. 9

8,000

Of these expenditures, Sam may deduct:

a.

$52,000.

b.

$195,000.

c.

$153,000.

d.

$183,000.

e.

None of the above.

Charitable contribution

$4,500

Taxes and interest on home

11,000

Legal fees incurred in a tax dispute

2,000

Short Term Capital loss

5,000

Penalty on early withdrawal of savings

600

Explanation / Answer

Solution A:

Option c is correct.

Janice’s AGI is calculated as follows:

Gross income $38,000

Deductions for AGI:

Short term capital loss (5,000)

Penalty on early withdrawal of savings (600)

AGI $32,400

Solution B:

Option c is correct.

Sam can deduct only the $153,000 of operating expenses