Tax School Homepage
You may need adobe acrobat to download forms and publications online.
Use IRS Publication 17 pages 146 through 153, and California 540A / 540 Booklet to complete this topic.
Complete a Schedule A for Maria Garcia (Age 24, 515-24-1550).
Prepare a Federal Form 1040 and a California Form 540 return for Maria Garcia (including Schedule CA). Use the Schedule A that you filled out to complete the return. Get all basic information from the following W2, including income information.
She also has the following payments in 2007.
 | Home mortgage interest $9,622.00 |
| County Property taxes $1,211 |
| Car license tax $210.00 |
In addition to her earnings she had the following income:
| Bank interest $290.00 |
| Unemployment Compensation $545.00 |
Maria is not married and she has no children or other dependents.
Maria
paid her mortgage interest for her home to:
Melvin R. Smitt
250 E Main Street
San Diego, CA 92123
Social Security Number: 556-57-6811
Use either the income taxes withheld from state or the general sales taxes, whichever one is more advantageous.
Remember there is no 1098 issued and that mortgage interest was paid to an individual. (the amount goes on Schedule A line 11). And don't forget to use amounts from W2 from box 17 and box 19 to put on Schedule A.
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.
Tax School Homepage