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发帖数: 709 | 1 Facts:
1. Rhonda Hill (unmarried) is employed as an office manager at the main
office
of Carter and Associates CPA firm. Rhonda lives in a home she purchased
20 years ago. Rhonda’s older cousin Mabel Wright lives with Rhonda in the
home. Mabel is retired and receives $2,400 of Social Security payments each
year. Mabel is able to save this money because Rhonda provides all of Mabel
’s
support. Rhonda also provided the following information:
• Rhonda does not want to contribute to the presidential election
campaign.
• Rhonda lives at 1234 Blue Ridge Way, Tulsa, OK 74101.
• Rhonda’s birthday is 12/18/1957 and her Social Security number is
335-67-8910.
• Mabel’s birthday is 11/2/1944 and her Social Security number is 566
-77-8899.
• Rhonda does not have any foreign bank accounts or trusts.
2. Rhonda received a Form W-2 from Carter and Associates (her employer) that
contained the following information:
• Line 1 Wages, tips, other compensation: $72,000
• Line 2 Federal income tax withheld: 9,300
• Line 3 Social Security wages: 72,000
• Line 4 Social Security tax withheld: 3,024
• Line 5 Medicare wages and tips: 72,000
• Line 6 Medicare tax withheld: 1,044
• Line 16 State wages, tips, etc.: 72,000
• Line 17 State income tax: 2,700
• Carter and Associates address is 1234 CPA Way
Tulsa, OK 74101; its FEIN is 91:0001002; and its
State ID number is 123456678
3. Rhonda received $250 in interest from Tulsa City bonds, $120 interest
from
IBM bonds, and $15 from her savings account at UCU Credit Union. She also
received a $460 dividend from Huggies Company and $500 from Bicker
Corporation.
Both dividends are qualified dividends.
4. Rhonda sold 200 shares of DM stock for $18 a share on June 15, 2011. She
purchased the stock on December 12, 2006, for $10 a share. She also sold
50 shares of RSA stock for $15 a share on October 2, 2011. She purchased the
stock for $65 a share on February 2, 2011. Stock basis amounts have been
reported to the IRS.
5. The following is a record of the medical expense that Rhonda paid for
herself
during the year. The amounts reported are amounts she paid in excess of
insurance
reimbursements.
Insurance premiums $900
Prescription medications 100
Over-the-counter medications 250
Doctor and dentist visits 485
Eyeglasses 300
Physical therapy 200
6. Rhonda paid $2,800 in mortgage interest during the year to UCU credit
union.
She also paid $1,200 in real property taxes during the year.
7. Rhonda contributed $2,350 to Heavenly Church during the year. Heavenly
Church’s address is 1342 Religion Way, Tulsa, OK 74101.
最后我算出来的是要退回774刀的税，但是老师说不对。
请那位大侠帮忙看一下，税已经把我搞的萎靡了
谢谢 |
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