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Topic 6 - Claiming Medical Expenses
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Use IRS Publication 502 and California 540A / 540 Booklet to complete this topic.
Complete a Schedule A for Mukesh (216-20-1334) and Sarita Bhargava (342-06-1213). They live at 12795 Sandi Ct, Los Angeles, Ca 90033 (Property was exempt from property tax).
Go ahead and use Schedule A (Form 1040) instructions, pg A-11 to figure the General sales taxes to enter on line 5 of Schedule A.
Then, prepare the Federal Form 1040 and a California Form 540 return for Mukesh Bhargava (including Schedule CA). Use the Schedule A that you filled out for Federal to complete the return. Get all their basic information from the following W2, including income information.
Sarita did not work. They had the following medical expenses for the year:
 | Doctor $6,750.00 |
| Dentist $3,280.00 |
| Prescription Medicine $1,480.00 |
Their Adjusted Gross Income (AGI) was 29,064.00 and W2 is included.
Have your return prepared and ready to answer the questions.
Option 1: Complete Quiz online.
Instructions to submit quiz successfully: Step-by-Step check list
When prompted for your name, please enter your CTEC or Preparer Number (if you have a number) with your name as follows: First, last name, Number (e.g. John Smith A012345 / John Smith P012345)
Option 2: Complete and mail answer sheet.
If you choose not to complete the quiz by pressing "Start quiz" above, you can print questions and answer sheet to mail to us. If you complete the online quiz, the advantage is that you get an automatic score as apposed to waiting for a response on a manually graded quiz. You can also print the questions and answer sheet and after you answered the questions on paper submit it online by choosing "Start Quiz" above. Please don't sent answer sheet by certified mail.
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Please Note: You must also complete the tax return for this assignment. If you turn in incomplete work, such as purposely not answering the questions regarding the return you prepared, you will not be given credit for the topic.