Reference no: EM132675100

Problem - Bea Jones (birthdate March 27, 1984) moved from Texas to Florida in December 2018. She lives at 654 Ocean Way, Gulfport, FL 33707. Bea's Social Security number is 466-78-7359 and she is single. Her earnings and income tax withholding for 2019 for her job as a manager at a Florida shrimp-processing plant are:

Earnings from the Gulf Shrimp Co. $44,000

Federal income tax withheld 4,600

State income tax withheld 0

Bea's other income includes interest on a savings account at Beach National Bank of $1,200 and $600 per month alimony from her ex-husband in accordance with their August 2011 divorce decree.

Bea's employer operates a 401(k) plan, and although she is eligible, Bea does not participate.

During 2019, Bea paid the following amounts (all of which can be substantiated):

Home mortgage interest (1098 not shown) $8,800

Auto loan interest 2,300

State sales tax 820

Property taxes on personal residence 3,233

Unreimbursed hospital bills 3,275

Doctor bills 2,612

Other deductible medical expenses 720

Income tax preparation fee 600

Job-hunting expenses 925

Contribution to IRA 2,300

In September 2019, Tropical Storm Yuri struck Gulfport and a tree fell on Bea's home. Bea acquired the home in February 2012 for $110,000. The estimated loss in market value from damage was equal to her repair charge of $7,800. The damage caused by TS Yuri was declared a federal disaster (code EM-1212). Bea's deductible was quite high and her insurance company only reimbursed her $1,200.

Required - Complete Bea's federal tax return for 2019. Use Form 1040, Schedule A, and Form 4684 (if needed) to complete this tax return. Make realistic assumptions about any missing data.