Bart and Elizabeth Forrest are married and have no dependents. They have asked you to advise them

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Bart and Elizabeth Forrest are married and have no dependents. They have asked you to advise them whether they should file jointly or separately in 2017. They present you with the following information:

Elizabeth Bart Joint Salary Business net income Interest income Deductions for AGI Medical expenses State income tax Rea


If they file separately, Bart and Elizabeth will split the real estate tax and mortgage interest deductions equally.
a. Write Bart and Elizabeth a letter in which you make and explain a recommendation on filing status for 2017. Bart and Elizabeth reside at 2003 Highland Drive, Durham, NC 27707.
b. Complete Bart€™s Schedule A for 2017 (use the most current version of Schedule A available). For this purpose, assume that Bart and Elizabeth file separate returns. Bart€™s Social Security number is 123-45-6789.

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South-Western Federal Taxation 2018 Comprehensive

ISBN: 9781337386005

41st Edition

Authors: David M. Maloney, William H. Hoffman, Jr., William A. Raabe, James C. Young

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