Subject: General Questions   / General General Questions
Question
Complete the following tax return’s 1040 and Schedule A.
A client has asked you to prepare their tax return. All the documents and necessary information are in this file:
Paul and Betty Jones are married with three children. All three children live with them. Their ages and names follow:
Paul
Husband
32
Betty
Wife
28
Anne
Daughter
5
Brian
Son
3
Cindy
Daughter
1
Paul is an attorney and Betty works part-time in a Genetics Lab.
Paul and Betty wants you to prepare their tax return and have given you the following Documents.
Blue Insurance Company of America
10100 Avenue of the Americas
New York, NY 10010
Paul Jones,
Here is the 2015 summary of your health insurance premiums paid in 2015:
January
$600
February
600
March
600
April
600
May
600
June
600
July
600
August
600
September
600
October
600
November
600
December
600
Total for 2015: $7,200
Eyeglasses and Eye Health Specialists, PC
350 Main Street
Lakeview, MN 55044
Paul and Betty Jones Joplin Way
1846 Joplin Way
Lakeview, MN 55044
Patient: Anne Jones
Service Date: 6/15/15
Services provided
Eye Exam
$150
Eye Glasses
200
Sports Prescription
250
$600
Amount paid in full: 9/15/15
Len Adelle, DDS, MS, MD
Orthodontic Services
530 Madison Avenue
Lakeview, MN 55044
Paul and Betty Jones
1846 Joplin Way
Lakeview, MN 55044
Patient Name: Brian Jones
Dates of Service
January 31, 2015
Service/Preparation
February 15, 2015
Stage 1
February 28, 2015
Stage 2, completion
Total costs:
$12,500
Less: Insurance
10,000
Patient Responsibility
$ 2,500
Less Payments:
2/15
$1,000
2/28
$1,500
Amount Due
$ 0
PAID IN FULL
