i have to fill out a tax 1040 form for my accounting problem, please help.
Please complete the 2015 federal income tax return for Magdalena Schmitz. Ignore the requirement to
attach the form(s) W-2 to the front page of the Form 1040. If required information is missing, use
reasonable assumptions to fill in the gaps.
Magdalena Schmitz has undergone some major changes in her life recently. In 2013, at the age of 46, her
husband, Roger, passed away. Magdalena has not remarried as of the end of 2015. Magdalena currently
lives in Bedford, Pennsylvania. She was living in Pittsburgh when her husband passed away but she
moved back to her childhood home so she could get help from her family raising her children.
Magdalena was employed in Pittsburgh early in the year but left that job and relocated 100 miles away
to pursue a new life and start her new job. Magdalena has three children (ages as of the end of the
year): Alyssa (23), Tyler (16), and Connor (11). Magdalena would like to determine her federal income
tax under the filing status that is most advantageous for her.
Magdalena reported the following information:
Magdalena?s social security number is 294-83-2845
Alyssa?s social security number is 824-84-8456
Tyler?s social security number is 824-34-9584
Connor?s social security number is 824-56-2984
Magdalena?s mailing address is 623 S. Liberty Road Bedford, Pennsylvania 15522
Alyssa is unmarried and a full-time graduate student at Pennsylvania State University (PSU) (EIN 339876543). PSU?s address is 1250 Happy Valley, State College, PA 16801. She received her bachelor?s
degree the year her father passed away. This year represents her fifth year of full-time higher education
schooling. Alyssa works part-time in State College to help with some of her living expenses. Alyssa
earned $2,300 in gross income during the year and had her income tax return prepared on campus by
Volunteer Income Tax Assistance (VITA) volunteers. Magdalena provided support for Alyssa including
paying for rent, books, tuition, food, clothes, medicine, and other support items. In total, Magdalena
provided $12,700 of support for the year. PSU provided Alyssa with a Form 1098-T at year end.
Alyssa?s higher education expenses for her university studies were as follows:
In order to permit Magdalena to maintain a full-time job, she sends Connor to a day care program after
school five days a week. During the year, Magdalena paid the day care operator $4,250 for Connor?s
The day care details are as follows:
Horizon Day Care
452 S. Patriot Road
Bedford, PA 15522
Magdalena incurred the following moving-related expenses during the year:
Meals in transit
House hunting trip
In addition she drove her car the 100 miles to Bedford as part of the move. Her previous workplace was
located 10 miles from the previous home she was renting and her new job is exactly 100 miles away
from her prior residence.
Magdalena?s W-2s for the year reported the following:
Pittsburgh Real Estate
Federal Income Tax
State Income Tax
Magdalena?s employers withheld all applicable and appropriate payroll taxes. The entire Schmitz family
was covered by minimum essential health insurance during each month in 2015. The insurance was
provided by Magdalena?s employers.
On January 1, 2014 (prior year), Magdalena started a photography business in which she takes bridal and
wedding photographs. She does not do any of the professional printing. However, she provides all of
the original negatives to her clients on a password-protected web site as part of her service. This unique
service along with her skill and reputation has allowed her to earn additional money on the weekends,
primarily in the summer, to help support her daughter in college. Magdalena rents all of the camera
equipment from a friend and does not currently own any equipment herself. The photography business
uses the cash method of accounting. The business did not have any obligation to file a Form 1099 to any
payee during the year. Magdalena reported the following revenue and expenses for her business for the
Web site hosting fee
Magdalena also received the following during the year:
Cash gift from her father
Interest income-First Bank of Bedford
Interest income-General Electric Bond
Interest income-Bedford School District Municipal Bond
Interest income-Johnstown Rural Improvement District Bond
Magdalena did not own, control or manage any foreign bank accounts nor was she a grantor or
beneficiary of a foreign trust during the tax year.
Magdalena paid or incurred the following expenses during the year:
Dentist (unreimbursed by insurance)
Doctors (unreimbursed by insurance)
Prescriptions (unreimbursed by insurance)
Real property taxes on residence
Vehicle registration fee based upon age of vehicle
Mortgage interest on principal residence (Form 1098 received)
Contribution to the American Lung Association
Contribution to the Habitat for Humanity
Contribution to Methodist Church of PA
Contribution to Penn State University
Magdalena wants to contribute to the Presidential Election Campaign. She would like to receive a refund
(if any) of any tax she may have overpaid for the year. Her preferred method of receiving the refund is by
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