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This year Jack intends to file a married-joint return. Jack received $167,500 of salary and paid $5,000 of interest on loans used to pay qualified tuition costs for his dependent daughter, Deb. This year Jack has also paid moving expenses of $4,300 and $28,300 of alimony to his ex-wife, Diane, who divorced him in 2012.b. Suppose that Jack also reported income of $8,800 from a half share of profits from a partnership. Disregard any potential self-employment taxes on this income.What AGI would Jack report under these circumstances?

User Mnhmilu
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2 Answers

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Final answer:

Jack's adjusted gross income is calculated by adding his salary and partnership income to get $176,300, and then subtracting the qualifying deductions for tuition interest and alimony payments, resulting in an AGI of $143,000.

Step-by-step explanation:

To calculate Jack's adjusted gross income (AGI), we will start with his total income and then subtract any deductions that are allowed to arrive at the AGI. Jack's total income includes his salary, interest on partnership profits, and he may be able to deduct interest on qualified education loans, alimony payments, and moving expenses, depending on various tax codes and qualifications.

The following items are included in the income calculation:

  • Salary: $167,500
  • Partnership income: $8,800

The following items are deductions:

  • Qualified tuition interest: $5,000
  • Alimony payments (for agreements prior to 2019): $28,300

Moving expenses were deductible in certain years, but under the Tax Cuts and Jobs Act, they are generally not deductible for tax years 2018 through 2025 except for active duty military members. As Jack's divorce occurred in 2012, his alimony payments are considered deductible.

Therefore, to calculate the AGI for Jack:

  1. Add the salary and partnership income: $167,500 + $8,800 = $176,300
  2. Deduct the qualified tuition interest and alimony payments: $176,300 - $5,000 - $28,300 = $143,000

Jack's adjusted gross income would be $143,000 under these circumstances.

User Arthur Shinkevich
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5.5k points
2 votes

Answer:

AGI = $141,925

Step-by-step explanation:

Please see attachment.

This year Jack intends to file a married-joint return. Jack received $167,500 of salary-example-1
User Pie
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