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The Kokorapolus's are married and are filing a joint tax return. Their gross income is $35,836. They are claiming $1,000 in adjustments to income. They are also claiming $8,906 in itemized deductions and four exemptions of $3,100 each. They have already paid a total of $2,245 in withholding taxes. What was their actual tax? What refund are they entitled to?

A. Actual tax: [Calculation needed]
B. Entitled refund: [Calculation needed]

User Mymmaster
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Final answer:

The Kokorapolus family's actual tax liability is estimated to be $1,609.25 after adjusting their gross income and considering itemized deductions and exemptions. They are entitled to a refund of $635.75 since they had more tax withheld than their estimated tax liability.

Step-by-step explanation:

To determine the Kokorapolus family's actual tax and the refund they are entitled to, we must perform a sequence of calculations. First, we adjust their gross income by subtracting any adjustments to income. In this case, they have a $1,000 adjustment:

Gross Income: $35,836

Adjustments to Income: -$1,000

Adjusted Gross Income (AGI): $34,836

Next, we subtract their itemized deductions from the AGI:

AGI: $34,836

Itemized Deductions: -$8,906

Taxable Income before exemptions: $25,930

Then, we subtract the exemptions. They have four exemptions of $3,100 each:

Total Exemptions: $3,100 x 4 = $12,400

Taxable Income after exemptions: $25,930 - $12,400 = $13,530

Using the given tax schedule, we estimate the tax:

For a taxable income of $13,530, let's assume a tax rate according to a tax bracket (the exact amount might vary based on the current year's tax brackets). For illustration, if we use the provided calculation method, $837.50 + 0.15 × ($13,530 - $8,375) = $837.50 + $771.75 = $1,609.25. That would be their estimated tax liability.

Now, we calculate their refund:

Withholding Taxes Paid: $2,245

Estimated Tax Liability: $1,609.25

Refund: $2,245 - $1,609.25 = $635.75

Therefore, the Kokorapolus's actual tax liability is estimated to be $1,609.25, and they are entitled to a refund of $635.75.

User MatDobek
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