Question

John Smith (Social Security number 111-11-1111) is 50 years old and is married to Joan Smith...

John Smith (Social Security number 111-11-1111) is 50 years old and is married to Joan Smith (Social Security number 123-45-6789). The Smiths live at 512 Ferry Road, Newport Beach, CA 92603. They file a joint return and have two dependent children, Ryan, age 13, and Ashley, age 14. Ryan’s Social Security number is 123-45-6788, and Ashley’s Social Security number is 123-45-6787. In 2018, John and Joan had the following transactions: 1. John received $200,000 in salary from Red Steel Corporation, where he is a construction engineer. Withholding for Federal income tax was $37,750 and the appropriate FICA and Medicare tax withholding was done. how do we report income tax 2018 for this piece of information

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Answer #1

Gross income (Salary)

200000

For AGI deductions

0

AGI

200000

Less: standard deduction

24000 (married filing jointly, 2018)

Taxable income

176000

Tax liability (28179+(24%*(176000-165000)))

30819

Federal tax withholdings

(37750)

Tax credit

(4000) (child credit = 2000*2 = $4000)

Tax due (refund)

$(10931)

Tax refund = $10931

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