Question

Roberta Santos, age 41, is single and lives at 120 Sanborne Avenue, Springfield, IL 60781. Her Social Security number is 123-45-6789. Roberta has been divorced from her former husband, Wayne, for three years. She has a son, Jason, who is 17, and a daughter, June, who is 18. Jason's Social Security number is 111-11-1112, and June's is 123-45-6788. Roberta does not want to contribute $3 to the Presidential Election Campaign Fund. Roberta, an advertising executive, earned a salary from ABC Advertising of $80,000 in 2016. Her employer withheld $9,000 in Federal income tax and $3,100 in state income tax. Roberta has legal custody of Jason and June. The divorce decree provides that Roberta is to receive the dependency deductions for the children. Jason lives with his father during summer vacation. Wayne indicates that his expenses for Jason are $10,500. Roberta can document that she spent $6,500 for Jason's support during 2016. In prior years, Roberta gave a signed Form 8332 to Wayne regarding Jason. For 2016, she has decided not to do so. Roberta provides all of June's support. Roberta's mother died on January 7, 2016. Roberta inherited assets worth $625,000 from her mother. As the sole beneficiary of her mother's life insurance policy, Roberta received insurance proceeds of $300,000. Her mother's cost basis for the life insurance policy was $120,000. Roberta's favorite aunt gave her $13,000 for her birthday in October. On November 8, 2016, Roberta sells for $22,000 Amber stock that she had purchased for $24,000 from her first cousin, Walt, on December 5, 2011. Walt's cost basis for the stock was $26,000, and the stock was worth $23,000 on December 5, 2011. On December 1, 2016, Roberta sold Falcon stock for $13,500. She had acquired the stock on July 2, 2013, for $8,000. An examination of Roberta's records reveals that she received the following: Interest income of $2,500 from First Savings Bank. Groceries valued at $750 from Kroger Groceries for being the 100,000th customer. Qualified dividend income of $1,800 from Amber. Interest income of $3,750 on City of Springfield school bonds. Alimony of $16,000 from Wayne. Distribution of $4,800 from ST Partnership. Her distributive share of the partnership passive taxable income was $5,300. She had no prior passive activity losses. From her checkbook records, she determines that she made the following payments during 2016: Charitable contributions of $4,500 to First Presbyterian Church and $1,500 to the American Red Cross (proper receipts obtained). Paid $5,000 to ECM Hospital for the medical expenses of a friend from work. Mortgage interest on her residence of $7,800 to Peoples Bank. Property taxes of $3,200 on her residence and $1,100 (ad valorem) on her car. $800 for landscaping expenses for residence. Estimated Federal income taxes of $3,800 and estimated state income taxes of $1,000. Medical expenses of $5,000 for her and $800 for Jason. In December, her medical insurance policy reimbursed $1,500 of her medical expenses. A $1,000 ticket for parking in a handicapped space. Attorney's fees of $500 associated with unsuccessfully contesting the parking ticket. Contribution of $250 to the campaign of a candidate for governor. Because she did not maintain records of the sales tax she paid, she calculates the amount from the sales tax table to be $994. Calculate Roberta's net tax payable or refund due for 2016. Use the appropriate forms and schedules.

Please dont include personal exemptions or alamony in the calculations. I need the completed 1040 and any required schedules to complete this project. Please help.

Answer 1

COVER PAGE
Filing Checklist for 2013 Tax Return Filed On Standard Forms
To file your 2013 tax return, simply follow these instructions:
Step 1. Sign and date the return
If your return is signed by a representative for you, you must have a power of attorney attached that specifically authorizes the representative to
sign your return. To do this, you can use Form 2848, Power of Attorney and Declaration of Representative.
Step 2. Assemble the return
These forms should be assembled behind Form 1040 --U.S. Individual Income Tax Return
- Schedule A
- Schedule B
- Schedule D
- - Form 8949
- Schedule E
- Form 8582 - Page 1
- - Form 8582 Page 2 (Regular Tax)
- Form 1040-V
Staple these documents to the front of the first page of the return:
Form W-2: Wage and Tax Statement
1st (ADVERTISING INC)
Step 3. Pay the balance due on your taxes
Make your check or money order for $459 payable to "United States Treasury." Don't send cash.
Write the following on your check or money order:
- "2013 Form 1040"
- Your name and address
- Your daytime phone number
- Your Social Security Number
On the right side of the check or money order write the dollar amount of the payment, like this: $459.00.
Don't staple or otherwise attach the payment to the return. Instead, just place it loose in the envelope with the return.
Step 4. Mail the return
Mail the return to this address:
Internal Revenue Service
P.O. Box 802501
Cincinnati, OH 45280-2501
We recommend that you use one of these IRS-approved methods to send your return. Retain the proof of mailing to avoid a late filing penalty:
- U.S. Postal Service certified mail.
- DHL Same Day Service.
- FedEx Priority Overnight, Standard Overnight, 2Day, International Priority, or International First.
- United Parcel Service Next Day Air, Next Day Air Saver, 2nd Day Air, 2nd Day Air A.M., Worldwide Express Plus, or Worldwide Express.
Step 5. Keep a copy
Print a second copy of the return for your records. We recommend that you also print and retain these supporting forms, which don't need to be
sent to the IRS:
- - Background Worksheet
- - Dependents Worksheet
- - Child Tax Credit Worksheet
- - Last Year's Data Worksheet
- - Form 1099-INT/OID
- - Form 1099-DIV
- - Home Mortgage Interest Worksheet
- - Charitable Worksheet
- - State and Local Income Tax
- - Capital Gains and Losses Worksheet
- - K-1 Partnership/S Corporation
2013 return information - Keep this for your records
Here is some additional information about your 2013 return. Keep this information with your records.
You will need your 2013 AGI to electronically sign your return next year.
Quick Summary
Income $111,100
Adjustments - $0
Adjusted gross income $111,100
Deductions - $22,200
Exemption(s) - $11,700
Taxable income $77,200
Tax withheld or paid already $12,800
Actual tax due - $13,259
Refund applied to next year - $0
You Owe $459
* Your long-term capital gains and
qualifying dividends are taxed at a
lower rate than your other income.
As a result, your total federal tax is
less than the tax shown on the IRS's