Exercise 7B – Belinda W. Russell

You should have completed the federal simulation return for Belinda Russell before starting this exercise. If you have not completed the federal return, you may access and complete the IRS module for her at http://www.irs.gov/app/understandingTaxes/jsp/s_student_simulations.jsp.

The filing status on Belinda's federal return was married filing separate. The following information was reported on her return:

Federal adjusted gross income	$33,612
Standard deduction	$5,150

Belinda's daytime telephone number is 801-254-0000 and her evening number is 801-234-0000.

Belinda elected not to have her refund directly deposited into her checking or savings account.

Belinda wants to designate $2.00 of her tax liability to go to the Libertarian Party.

She wants to donate $10.00 to the Kurt Oscarson Children's Organ Transplant Fund.

You will need the following forms to complete Monica's Utah individual income tax return:

Belinda's W-2. You need the Utah state wages and state income tax that was withheld from her wages.
Utah Individual Income Tax Return. Your instructor may provide you with a blank copy of the Utah return or you may complete a fill-in return online Form TC-40.
2006 Utah Tax Calculation Worksheet.

If you need to review the step-by-step instructions click here.

When you have completed Belinda's return click here to check your work.

If you are ready to complete the next exercise, click below or any exercise from the index.