Questions from Individual Taxation

Q: Richard and Christine McCarthy have a 19-year-old son

Richard and Christine McCarthy have a 19-year-old son (born 10/2/99; Social Security number 555-55-1212), Jack, who is a full-time student at the University of Key West. Years ago, the McCarthys shift...

Q: Bea Jones (birthdate March 27, 1984) moved from Texas

Bea Jones (birthdate March 27, 1984) moved from Texas to Florida in December 2017. She lives at 654 Ocean Way, Gulfport, FL 33707. Bea’s Social Security number is 466-78-7359 and she...

Q: John Fuji (birthdate June 6, 1980) moved from California

John Fuji (birthdate June 6, 1980) moved from California to Washington in December 2017. His earnings and income tax withholding for 2018 for his job as a manager at a Washington apple-processing plan...

Q: David and Darlene Jasper have one child, Sam, who is

David and Darlene Jasper have one child, Sam, who is 6 years old (birthdate July 1, 2012). The Jaspers reside at 4639 Honeysuckle Lane, Los Angeles, CA 90248. David’s Social Security...

Q: Richard McCarthy (born 2/14/64; Social Security

Richard McCarthy (born 2/14/64; Social Security number 100-10-9090) and Christine McCarthy (born 6/1/1966; Social security number 101-21-3434) have a 19-year-old son (born 10/2/99 Social Security numb...

Q: Warner and Augustine Robins, both 33 years old, have been

Warner and Augustine Robins, both 33 years old, have been married for 9 years and have no dependents. Warner is the president of Dragon Lady Corporation located in Macon. The Dragon Lady stock is owne...

Q: Patty Banyan is a single taxpayer living at 543 Space Drive,

Patty Banyan is a single taxpayer living at 543 Space Drive, Houston, TX 77099. Her Social Security number is 466-33-1234. For 2018, Patty has no dependents, and her W-2, from her job at a local resta...

Q: Sherry Hopson owns a retail family clothing store. Her store is

Sherry Hopson owns a retail family clothing store. Her store is located at 4321 Heather Drive, Henderson, NV 89002. Her employer identification number is 95­ 1234321 and her Social Security...

Q: Emily Jackson (Social Security number 765-12-4326)

Emily Jackson (Social Security number 765-12-4326) and James Stewart (Social Security number 466-74-9932) are partners in a partnership that owns and operates a barber shop. The partnershipâ...

Q: Lisa Kohl (age 44) is an unmarried high school principal

Lisa Kohl (age 44) is an unmarried high school principal. Lisa received the following tax documents: During the year, Lisa paid the following amounts (all of which can be substantiated): Lisa&ac...