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On her 2001 Schedule A, petitioner reported $20,044 of
medical and dental expenses, $3,353 of real estate taxes, $8,621
of mortgage interest, $4,000 of charitable contributions and
$18,132 of miscellaneous business expenses.
1. Petitioner's Income
Respondent received Forms W-2 from third-party payors
reporting that petitioner received the following wages during
2001:
Vendor Amount
Kindred Nursing Centers $10,403
Vitas Healthcare 15,551
Memorial Healthcare System 40,092
Holy Cross Long Term Care 976
Total 67,022
Respondent also received information from third-party payors
reporting additional payments to petitioner. Washington Mutual
Bank issued a Form 1099-INT reporting interest income of $21.
Fiserv Securities issued both a Form 1099-DIV reporting $19 of
capital gain dividends and Form 1099-B reporting $2,000 of stock
proceeds.
2. Petitioner's Deductions
Respondent received Forms 1098 issued by Market Street
Mortgage and Alliance Mortgage for 2001 reporting that petitioner
paid $4,551 and $6,333, respectively in mortgage interest.
Respondent allowed petitioner a mortgage interest deduction for
this higher amount. Respondent also allowed petitioner's
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Last modified: May 25, 2011