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Comprehensive Problem One Noah and Joan Arc\'s Tax Return Noah and Joan Arc live

ID: 2567204 • Letter: C

Question

Comprehensive Problem One Noah and Joan Arc's Tax Return Noah and Joan Arc live with their family at 4342 Tosie lo, Santee, CA 92071. Noah's Social Security number is 434-11-3311; Joan's is 456-87-5432. Both are in their mid-30s and enjoy good health and eyesight. Noah owns and operates a pet store and Joan is a fire-fighter for the city 1The Arcs have two children, a son named Billie Bob (Social Security number 598-01 2345), who is 7 years old, and a daughter named Mary Sue (Social Security number 554-33-2411), who is 4 years old.The Arcs paid $3,200 to the Roundup Day Care Cen ter to take care of Mary Sue while they worked. Because Joan is a firefighter, she was home in the afternoon to care for Billie Bob after school. 2. For the current year, Joan's W-2 from the city fire department is located on Page D-4 Noah made estimated federal income tax payments of $12,000 and estimated state income tax payments of $1,020 during the current year 3. Noah's pet store is located at 18542 Mission Road, Santee, CA 92071. The name of the store is "The Arc," and its taxpayer ID number is 95-9876556. The beginning inventories and ending inventories are both $10,000. The revenue and expenses for the year are as follows: $ 144,300 Sales revenu Expenses Cost of sales Insurance Accounting fees Wages Payroll taxes Business meals (total) Utilities Rental expense $61,900 780 1,800 25,100 2,250 400 2,650 7,600 4. Noah and Joan paid the following amounts during the year (all by check): $250 Political contributions Church donations (for which a written acknowledgment was received) Real estate taxes on their home Medical Fees Mortgage interest for purchase of home Tax return preparation fees Credit card interest Automobile insurance premiums Uniforms for Joan 2,625 1,350 700 See Form 1098 (Page D-5) 350 220 600 125

Explanation / Answer

Find below the table showing all information required

Head

Particular

Amount

Remarks

General

Filing Status

Married filing jointly

Number of Exemptions

4

Number of children that are under age 17.

2

Health Coverage

4

Earned Income Credit

Number of children under age 19.

2

Income

Wages, Salaries and Tips

Interest & Non-Stock Dividends

Stock/Qualified Dividends

842

Short-Term Capital Gains

700

6000-5300

Long-Term Capital Gains

12700

4500+12200-2400-1600

Business Income/(Loss) - Schedule C or F

41820

IRA/Pension Distributions

Unemployment Compensation

Social Security Benefits

Other Income

13800

rent

Adjustments

Health Savings Account (HSA) Deduction

Moving Expenses

Self-Employment Health Insurance Deduction

Alimony Paid

IRA Contributions

Student Loan Interest Paid

Itemized Deductions

Medical Expenses

Real Estate Taxes

2350

1350+1000

Personal Property Taxes Paid

Mortgage Interest & Points Paid

11100

Gifts to Charity

2700

Miscellaneous Expenses

350

Tax return fees

State Taxes Paid

2260

Credits

Child and Dependent Care Credit

3200

Education Credits

Repayment of ’2008’ First Time Homebuyer Credit

Payments

Federal Income Taxes Withheld From Wages

Federal Income Taxes Withheld From IRA/Pension Distributions

Federal Income Taxes Withheld From Unemployment Compensation

Other Federal Income Tax Paid Estimated Tax Payments.

12000

from above details following summary

Gross Income

69862

Adjustments to Income

2955

Adjusted Gross Income

66908

Exemptions

16000

Standard/Itemized Deductions

18410

Taxable Income

32498

Tax

1924

Child and Dependent Care Credit

600

Education Credit

0

Retirement Contribution Credit

0

Child Tax Credit

1324

Self-Employment Tax

5909

Health Care Penalty

0

Total Tax

5909

Federal Tax Payments

12000

Earned Income Credit

0

Additional Education Credit

0

Additional Child Tax Credit

676

Repayment of First-Time Homebuyer Credit

0

They can claim the refund of $6767

Head

Particular

Amount

Remarks

General

Filing Status

Married filing jointly

Number of Exemptions

4

Number of children that are under age 17.

2

Health Coverage

4

Earned Income Credit

Number of children under age 19.

2

Income

Wages, Salaries and Tips

Interest & Non-Stock Dividends

Stock/Qualified Dividends

842

Short-Term Capital Gains

700

6000-5300

Long-Term Capital Gains

12700

4500+12200-2400-1600

Business Income/(Loss) - Schedule C or F

41820

IRA/Pension Distributions

Unemployment Compensation

Social Security Benefits

Other Income

13800

rent

Adjustments

Health Savings Account (HSA) Deduction

Moving Expenses

Self-Employment Health Insurance Deduction

Alimony Paid

IRA Contributions

Student Loan Interest Paid

Itemized Deductions

Medical Expenses

Real Estate Taxes

2350

1350+1000

Personal Property Taxes Paid

Mortgage Interest & Points Paid

11100

Gifts to Charity

2700

Miscellaneous Expenses

350

Tax return fees

State Taxes Paid

2260

Credits

Child and Dependent Care Credit

3200

Education Credits

Repayment of ’2008’ First Time Homebuyer Credit

Payments

Federal Income Taxes Withheld From Wages

Federal Income Taxes Withheld From IRA/Pension Distributions

Federal Income Taxes Withheld From Unemployment Compensation

Other Federal Income Tax Paid Estimated Tax Payments.

12000

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