Scenario 1 tax test
Scenario 1: Wendy Gordon
Interview Notes
Wendy is 20 years old, single, and a U.S. citizen with a valid social security number.
On Wendy’s Intake and Interview sheet, she answered “Unsure” to the question, “Can anyone claim you or your spouse on their tax return?”
During the interview with Wendy, you determine the following facts:
Wendy was a full-time student during 2014.
Her only income was $6,400 in wages.
She lived with her parents all year, but they told her they will not claim her on their 2014 return. Wendy's parents are required to file a return.
Wendy does not provide more than half of her own support.
1. Wendy can claim one personal exemption on her 2014 tax return.
False
Interview Notes
Wendy is 20 years old, single, and a U.S. citizen with a valid social security number.
On Wendy’s Intake and Interview sheet, she answered “Unsure” to the question, “Can anyone claim you or your spouse on their tax return?”
During the interview with Wendy, you determine the following facts:
Wendy was a full-time student during 2014.
Her only income was $6,400 in wages.
She lived with her parents all year, but they told her they will not claim her on their 2014 return. Wendy's parents are required to file a return.
Wendy does not provide more than half of her own support.
2. Wendy has a filing requirement and must file a tax return.
True
Scenario 2: Joanne Parks
Interview Notes
Joanne is 32, unmarried, and earned $40,000 in wages.
Joanne's 67-year-old single mother, Agnes, lives in her own apartment in Seattle.
Joanne provided more than half of her mother's support and all the cost of keeping up her mother's home.
Agnes' only income was $6,800 in social security benefits.
None of Agnes' social security income is taxable, and she is not required to file a tax return.
Joanne had employer-sponsored health insurance coverage for all of 2014. Agnes had Medicare Parts A and B coverage all year.
Joanne and Agnes are U.S. citizens and have valid social security numbers.
3.
Interview Notes
Wendy is 20 years old, single, and a U.S. citizen with a valid social security number.
On Wendy’s Intake and Interview sheet, she answered “Unsure” to the question, “Can anyone claim you or your spouse on their tax return?”
During the interview with Wendy, you determine the following facts:
Wendy was a full-time student during 2014.
Her only income was $6,400 in wages.
She lived with her parents all year, but they told her they will not claim her on their 2014 return. Wendy's parents are required to file a return.
Wendy does not provide more than half of her own support.
1. Wendy can claim one personal exemption on her 2014 tax return.
False
Interview Notes
Wendy is 20 years old, single, and a U.S. citizen with a valid social security number.
On Wendy’s Intake and Interview sheet, she answered “Unsure” to the question, “Can anyone claim you or your spouse on their tax return?”
During the interview with Wendy, you determine the following facts:
Wendy was a full-time student during 2014.
Her only income was $6,400 in wages.
She lived with her parents all year, but they told her they will not claim her on their 2014 return. Wendy's parents are required to file a return.
Wendy does not provide more than half of her own support.
2. Wendy has a filing requirement and must file a tax return.
True
Scenario 2: Joanne Parks
Interview Notes
Joanne is 32, unmarried, and earned $40,000 in wages.
Joanne's 67-year-old single mother, Agnes, lives in her own apartment in Seattle.
Joanne provided more than half of her mother's support and all the cost of keeping up her mother's home.
Agnes' only income was $6,800 in social security benefits.
None of Agnes' social security income is taxable, and she is not required to file a tax return.
Joanne had employer-sponsored health insurance coverage for all of 2014. Agnes had Medicare Parts A and B coverage all year.
Joanne and Agnes are U.S. citizens and have valid social security numbers.
3.