Exercise 9B – April R. and Stephen S. Beach

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

The filing status on their federal return was married filing joint. The following information was reported on their return:

Federal adjusted gross income	$26,713
Standard deduction	$10,300

April and Stephen want to designate $2.00 of their tax liability as a contribution to the election campaign fund for the Republican Party.

April and Stephen want to contribute $20 to the Wolf Depredation Fund.

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

April's W-2. You need the Utah state wages and state income tax that was withheld from her wages.
Stephen's W-2. You need the Utah state wages and state income tax that was withheld from his 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 April and Stephen's return click here to check your work.

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