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55. LO.3,6,9 Charles has AGI of $94,000 during the year and the following expenses related to his employment:

Lodging while in travel status $5,000
Meals during travel 4,000
Business transportation 6,000
Entertainment of clients 3,800
Professional dues and subscriptions 800

Charles is reimbursed $14,000 under his employer's accountable plan. What are his deductions for and from AGI?

User Andersh
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Final answer:

Charles's deductions for AGI are $16,800, which include travel expenses, transportation expense, partially deductible entertainment expenses, and professional dues and subscriptions.

Step-by-step explanation:

To calculate the deductions for and from AGI, we need to start with Charles's adjusted gross income (AGI) of $94,000. From this, we subtract his reimbursed expenses of $14,000, as these are not deductible. This leaves us with a taxable income of $80,000. Now, let's look at the different expenses:

  • Lodging while in travel status ($5,000) and meals during travel ($4,000) are deductible as travel expenses.
  • Business transportation ($6,000) is deductible as a transportation expense.
  • Entertainment of clients ($3,800) is partially deductible. Only 50% of entertainment expenses can be deducted.
  • Professional dues and subscriptions ($800) are deductible as business expenses.

Therefore, Charles's deductions for AGI are: $5,000 + $4,000 + $6,000 + ($3,800 x 0.5) + $800 = $16,800.

His deductions from AGI would include any other itemized deductions, such as mortgage interest or medical expenses, as well as the standard deduction if it is greater than the total itemized deductions.

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