Chapter 8 - Cumulative Problem #57 – Janice Morgan

Question # 00394967 Posted By: Sarah1989 Updated on: 09/25/2016 03:23 PM Due on: 09/25/2016
Subject Accounting Topic Accounting Tutorials:
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Chapter 8 - Cumulative Problem #57 – Janice Morgan

Requirements:

  • You are required to prepare all necessary 2015 forms and schedules using the PDF forms provided at the IRS website. DO NOT USE TAX SOFTWARE
  • Show detailed calculations for partial credit and receipt of useful feedback.
  • Attach your tax return as a PDF file
  • Attach your calculations as a Word or Excel file

Janice Morgan, age 24, is single and has no dependents. She is a freelance writer. In January 2015, Janice opened her own office located at 2751 Waldham Road, Pleasant Hill, NM 88135. She called her business Writers Anonymous. Janice is a cash basis tax-payer. She lives at 132 Stone Avenue, Pleasant Hill, NM 88135. Her Social Security num-ber is 123-45-6789. Janice’s parents continue to provide health insurance for her under their policy. Janice wants to contribute to the Presidential Election Campaign Fund. 
During 2015, Janice reported the following income and expense items connected with her business. 

Income from sale of articles $85,000 
Rent 16,500 
Utilities 7,900 
Supplies 1,800 
Insurance 5,000 
Travel (including meals of $1,200) 3,500 

Janice purchased and placed in service the following fixed assets for her business. 
Janice wants to elect immediate expensing under § 179. 
     • Furniture and fixtures (new) costing $21,000 on Janu ary 10. 
     • Computer equipment (new) costing $12,400 on July 28. 

Janice’s itemized deductions include: 
State income tax $3,000 
Home mortgage interest paid to First Bank 6,000 
Property taxes on home 1,500 
Charitable contributions 1,200 

Janice did not keep a record of the sales tax she paid. The pertinent amount from the sales tax table is $437. 
Janice reports interest income of $4,000 on certificates of deposit at Second Bank. Janice makes estimated tax payments of $3,000 for 2015. 
Compute Janice Morgan’s 2015 Federal income tax payable (or refund due). If you use tax forms for your computations, you will need Forms 1040 and 4562 and Schedules A, B, and C. Suggested software: H&R BLOCK Tax Software.
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