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In 2016, Cindy had the following transactions:

Salary

$90,000

Short-term capital gain from a stock investment

4,000

Moving expense to change jobs

(11,000)

Received payment of $20,000 interest on loan she made to her sister in 2012 (includes no principal)

20,000

State income taxes

(5,000)




Cindy's AGI is:

A.$94,000
B.$103,000
C.$83,000
D.$114,000
E.$98,000

1 Answer

3 votes

Final answer:

Cindy's adjusted gross income (AGI) for 2016 is calculated by adding her salary, capital gains, and interest income, then subtracting her moving expenses. The state income tax is not subtractible from AGI. Her AGI is $103,000, which makes the correct answer B. $103,000.

Step-by-step explanation:

To calculate Cindy's adjusted gross income (AGI), we need to consider all of her income and adjustments to income. Here's the breakdown of the transactions:

  • Salary: $90,000
  • Short-term capital gain from a stock investment: $4,000
  • Moving expense to change jobs: ($11,000) - Note that after 2017, moving expenses are no longer deductible for most taxpayers due to tax law changes, but they were still valid in 2016.
  • Interest on loan she made to her sister: $20,000 (since this includes no repayment of principal, it is considered income)
  • State income taxes: ($5,000) - These are an itemized deduction, not an adjustment for AGI.

Therefore, Cindy's AGI would be calculated as follows:

  • Salary + Short-term capital gain + Interest on loan - Moving expenses
  • $90,000 + $4,000 + $20,000 - $11,000 = $103,000

The correct answer is B. $103,000.

User Arne Jenssen
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