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expenses.1 Petitioner did not request any further reimbursement
from Merrill Lynch during taxable year 2000. Petitioner’s
employment at Merrill Lynch was terminated in June of 2000.
Petitioner reported the following job expenses and other
miscellaneous deductions on line 23 of Schedule A, Itemized
Deductions, of his Federal income tax return for the taxable year
2000:
Description Amount
Form 2106-EZ $43,038
Tax preparation fees 350
Brokerage account fees 1,685
Depreciation 597
Total 45,670
On Form 2106-EZ, Unreimbursed Employee Business Expenses,
petitioner reported the following expenses:
Description Amount
Parking fees, tolls, etc. $3,100
Travel expenses 27,159
Other business expenses 8,718
Meals and entertainment 4,061
Total 43,038
On statement 3 attached to petitioner’s return, petitioner
reported that the other business expenses consisted of the
following items:
1One such expense reimbursed by Merrill Lynch appears to
have been requested for reimbursement twice by petitioner and was
actually reimbursed twice by Merrill Lynch.
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Last modified: May 25, 2011