Prepare a 2016 Form 1040 for the individual below. Also prepare Schedules A.

If you need more information to fill out a form, just make it up and make a note “to ask the client later.”

PERSONAL INFORMATION & WAGES

Lala Chambers, a divorced single taxpayer and practicing attorney, lives at 9551 Oak Leaf Lane in Pine Cove, AZ 86035. Her social security number is 412-34-5670 (date of birth 2/27/1972).

Her W-2 contained the following information:

Wages (box 1) = $83,401.55

Federal W/H (box 2) = $ 9,782.15

Social security wages (box 3) = $83,401.55

Social security W/H (box 4) = $ 5,170.90

Medicare wages (box 5) = $83,401.55

Medicare W/H (box 6) = $ 1,209.32

In addition, Lala made alimony payments totaling $9,600 for the year to her former husband Alex, an unemployed mine worker, whose social security number is 412-34-5671. He found an old girlfriend on Facebook from high school; that is why they got divorced.

She made estimated tax payments this year of $10,000 each quarter of 2016.

PERSONAL EXPENSES Hint: Use Schedule A. She also has the following information on her personal and investment expenses: Interest expense
Home mortgage (qualified residence interest)	$8,100
MasterCard (used exclusively for personal expenses and purchases)	425
Car loan (personal use)	600
Student loan interest	1,750
Taxes paid
State income tax withheld	2,950
State income tax due with last year’s tax return	350
Real estate property taxes—principal residence	1,700
Personal property taxes—car	75
Medical expenses
Doctors’ fees	500
Prescription drugs	200
Health club fee	400
Charitable contributions (all required documentation is maintained)
Church, cash	3,100
United Way, cash	100
Red Cross, cash	200
Pine Cove Goodwill—used clothing and household items, donated on 11/15/16
Thrift shop value at date of donation	450
Purchase price of the items	1,300
(You can skip Form 8283.) Other
Investment publications	150
Tax return preparation fee	275
Business dues and subscriptions	350
Safe deposit box	75

FORM 1040

https://www.irs.gov/pub/irs-pdf/f1040.pdf

Schedule A

https://www.irs.gov/pub/irs-pdf/f1040sa.pdf