Academic Integrity: tutoring, explanations, and feedback — we don’t complete graded work or submit on a student’s behalf.

During this year, T, who is under 65, paid the following expenses: Medical $5,00

ID: 2656485 • Letter: D

Question

During this year, T, who is under 65, paid the following expenses:

Medical                                                                             $5,000

City assessment for repaving the street

where T's residence is located                                              800

Qualified residence interest                                                 3,600

State income tax                                                                 2,000

T's adjusted gross income is $40,000

T's medical deduction would be:

$5,000

$2,000

$1,000

Zero

None of the above

The amount of the city assessment included in the itemized deductions is.

It depends

$800

Zero

d. None of the above

T's total itemized deductions based on the above information are:

$11,400

$4,600

$7,600

$6,600

a.

$5,000

b.

$2,000

c.

$1,000

d.

Zero

e.

None of the above

Explanation / Answer

Solution.

(i) T has incurred medical expenses = 5000

Deduction on account of medical expenses would be in excess of 7.5% of adjusted gross total income

Gross total income =40,000

Deduction =5000- 40000*7.5%=2000

T's medical deduction would be 2000, option B is correct

(ii) The amount of the city assessment included in the itemized deductions is:

option D is correct as deduction for interest and state income tax are allowed

(iii) T's total itemized deductions are :

Medical deduction = 2000

City assessment deduction:

Residence interest= 3600

State income tax = 2000

Total deduction= ( 2000+3600+2000)= 7600

Option C is correct i.e. 7600