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Use IRS Publication 526 and California 540A / 540 Booklet for this topic.
Complete a Schedule A for Martin Perez (699-03-6021) and Norma Perez (554-09-3000. Use the W2's and information for this topic.
Martin claims his parents on his return.
Paul Perez (SSN 580-16-6733).
Lucy Perez (SSN 580-16-7683) .
They had the following expenses for the 2007 tax year:
 | Tithe donation to their church $7,835.00 |
November 15, 2007, they donated the following items to Goodwill (1530 San Isidro Blvd, San Isidro, CA):
| Living room furniture (acquired new September 14, 1999 for $4,500. Current yard sale value is $900). |
| Bedroom linens and bedding (acquired new on September 15, 2000 for $1,500. Current yard sale value is $180). |
| Old antique car (acquired new July 2, 1973 for 20,000. Current market value as compared to others is $2,000). |
Additionally, they had the following in 2007:
| Interest from their bank $100 from their bank. |
| State refund $198.00 (they did not itemize last year) |
Complete Form 8283 for the Non-cash Charitable Contributions.
Please calculate the General sales tax amount (2007 instructions for Schedule A & B (Form 1040).
Martin and Norma paid $ 14,400 in rent for the whole year. The property they rented from is exempt from tax.
After you have completed Schedule A prepare a Federal Form 1040 and California Form 540 (including Schedule CA). Use the Schedule A that you filled out to complete the return.
Get all other their basic information from the
following W2, including income information.
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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