During the current year, 2022, Travis takes out a $40,000 loan, using stock he owns as collateral. He uses $10,000 to purchase a car, which he uses 100% for personal use. He uses the remaining funds to purchase stocks and bonds. He pays $3,200 interest on the loan. Travis also reports the following for the year: AGI without any investment income $130,000 State income taxes paid 8,400 Dividend income (qualified dividends) 10,000 Interest income 2,100 Qualified residence interest 7,800 Investment expenses (exclusive of interest) 8,000 Net short-term capital gains 7,300 Net long-term capital gain 8,600 Travis is single. What is his net taxable income?

FINANCIAL ACCOUNTING
10th Edition
ISBN:9781259964947
Author:Libby
Publisher:Libby
Chapter1: Financial Statements And Business Decisions
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During the current year, 2022, Travis takes out a $40,000 loan, using stock he owns as collateral. He uses $10,000 to purchase a car, which he uses 100% for personal use. He uses the remaining funds to purchase stocks and bonds. He pays $3,200 interest on the loan. Travis also reports the following for the year:

AGI without any investment income $130,000 State income taxes paid 8,400
Dividend income (qualified dividends) 10,000 Interest income 2,100

Qualified residence interest 7,800
Investment expenses (exclusive of interest) 8,000 Net short-term capital gains 7,300
Net long-term capital gain 8,600
Travis is single. What is his net taxable income?

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