Academic Integrity: tutoring, explanations, and feedback — we don’t complete graded work or submit on a student’s behalf.

Matt and Meg Comer are married and file a joint tax return. They do not have any

ID: 2329421 • Letter: M

Question

Matt and Meg Comer are married and file a joint tax return. They do not have any children. Matt works as a history professor at a local university and earns a salary of $63,900. Meg works part-time at the same university. She earns $31,100 a year. The couple does not itemize deductions. Other than salary, the Comers' only other source of income is from the disposition of various capital assets (mostly stocks). (Use the tax rate schedules, Dividends and Capital Gains Tax Rates.) (Round final answers to the nearest whole dollar amount.) a. What is the Comers' tax liability for 2018 if they report the following capital gains and losses for the year? Short-term capital gains Short-term capital losses Long-term capital gains Long-term capital losses 9,020 (2,020) 15,030 (6,030)

Explanation / Answer

a

b

Particulars Amount Explanation Matt salary        63,900 Med income        31,100 Net capital gains        16,000 Gross income     1,11,000 Less standard deduction        24,000 Taxable income        87,000 Bifurcation of income taxable at: Regular tax brackets        78,000 Preferential rates           9,000 Amount of tax at: Regular rates           9,039 8907+22%*(78000-77400) Preferential rates           1,350 9,000*15% Total tax liability        10,389 Net short term capital gains           7,000 Net long-term capital gains           9,000 Net capital gains        16,000