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Student instructions:
Use IRS Publication 504, California 540A / 540 Booklet and FTB Alimony Law Summary to complete this topic.
Prepare Form 1040, Schedule A, California Form 540, and Schedule CA.
Laura must pay her former husband or his estate $20,000 in cash each year for 10 years. The death of her former spouse would not terminate these payments under state law. Laura's former spouse's name is Melvin Davis (SSN 570-88-9521). Laura does not have any children and she remains divorced.
Laura made the following estimated payments:
 | For Federal $6,254.00 |
| For California $4,923.00 |
Use the following information and Form W-2 to complete return:
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)
Start quiz
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.
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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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