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Use IRS Publication 463 and California 540A / 540 Booklet to complete the following assignment.
Complete a Form 2106, Schedule A, Form 1040 and California Form 540 for George Morales (SSN: 604-10-6710).
George is getting a promotion. He will undergo training to become store manager. On behalf of his employer, he will attend training for 6 days for managerial training at the main restaurant. The company is paying for half of all his expenses. George has to bring receipts to his employer showing items he spent money on.
George's employer reimbursement was $1,408 (including $375.00 for meals and entertainment).
His expenses incurred are the following.
 | Plane ticket $650.00 |
| Food cost $300.00 |
| Hotel $955.00 |
| Entertainment $450.00 |
| Car Rental $460.00 |
In addition, George paid rent for his apartment for a total amount of $ 13,200 for the entire year.
George Morales is divorced, he has a daughter who lived with him 4 months out of tax year 2007. Her name is Carmen Morales (DOB 6/05/1991, SSN: 655-72-6284). The following are items he spent on her support:
| Food $400.00 |
| Clothes $1,992.00 |
| Stereo $ 925.00 |
The court has ordered that George pay child support payments of $700.00 per month to Olivia (Carmen's mother) for Carmen's support. In tax year 2007, He paid her a total of $5,600 for the time that Carmen was not living with him. The divorce decree states that George (the non-custodial parent) is able to claim the child as a dependent and he has a copy of Form 8332 signed by his ex-wife.
Get all their basic information from the following W2, including income information. All information is current.
Have your return prepared and ready to answer the questions.
Option 1: Complete Quiz online.
Instructions to submit quiz successfully: Step-by-Step check list
When prompted for your name, please enter your CTEC or Preparer Number (if you have a number) with your name as follows: First, last name, Number (e.g. John Smith A012345 / John Smith P012345)
Option 2: Complete and mail answer sheet.
If you choose not to complete the quiz by pressing "Start quiz" above, you can print questions and answer sheet to mail to us. If you complete the online quiz, the advantage is that you get an automatic score as apposed to waiting for a response on a manually graded quiz. You can also print the questions and answer sheet and after you answered the questions on paper submit it online by choosing "Start Quiz" above. Please don't sent answer sheet by certified mail.
Print questions Print Answer sheet
Please Note: You must also complete the tax return for this assignment. If you turn in incomplete work, such as purposely not answering the questions regarding the return you prepared, you will not be given credit for the topic.
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