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 Aiden and Sophia Duke Interview Notes • Aiden and Sophia are married and they have always filed Married Filing Jointly

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 Aiden and Sophia Duke Interview Notes

• Aiden and Sophia are married and they have always filed Married Filing Jointly.

• Aiden died May 5, 2020 at the age of 58 . Sophia, age 56, has not remarried .

• Aiden earned $5,000 in wages and Sophia earned $51,000 in wages.

• Sophia paid all the cost of keeping up a home and provided all the support for their two children, Mia and Oliver, who lived with them all year .

• Mia is 11 years old and Oliver is 15 years old .

• Sophia does not have enough deductions to itemize, but she did make a $500 cash charitable contribution to a qualified charitable organization in tax year 2020.

• Aiden, Sophia, Mia, and Oliver are all U .S . citizens with valid Social Security numbers .

Basic Scenario 3: Retest Questions

5. Qualifying Widow(er) is the most advantageous filing status Sophia can claim on the

tax return for tax year 2020 . a . True

b . False

6 . Sophia can deduct a charitable contribution as an adjustment in the amount of $300.

a . True b . False

Basic Scenarios Retest Questions 65

Basic Scenario 4: Benjamin and Amelia Hopkins Interview Notes

• Benjamin and Amelia Hopkins have been married since 2016 .

• Benjamin is a U .S . citizen with a valid Social Security number . Amelia is a resident alien with an Individual Taxpayer Identification Number (ITIN). They elect to file Married Filing Jointly .

• Benjamin worked in 2020 and earned wages of $25,000. Amelia worked part-time and earned wages of $15,000.

• They have two children: Harper, who is 9 years old, and Evelyn, who is 12 years old .

• Both children were supported by their parents all year . Harper is a U .S . citizen and has a valid Social Security number . Evelyn is a resident alien and has an ITIN .

• Benjamin, Amelia, Harper, and Evelyn lived together in the U .S . all year .

Basic Scenario 4: Retest Questions

7 . Evelyn is a qualifying child for the child tax credit . a . True

b . False

8 . The Hopkins are eligible to claim the earned income credit . a . True

b . False