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Homework answers / question archive / Aiden and Sophia Duke Interview Notes • Aiden and Sophia are married and they have always filed Married Filing Jointly
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
Answers:
Q 5
Qualifying widow(er) status will be available to Sophia as she is having the dependent children and hence eligible for status of Qualifying Widow(er).
Therefore correct answer is
a. True
Q 6
When there is no itemization in deductions then $ 300 charitable donation will be available.
Therefore correct answer is
a. True
Q 7
To be a qualifying child the child must be a US resident with valid SSN or US resident alien with valid ITIN
Evelyn is US resident alien and has ITIN and hence he will be qualifying child for child tax credit.
Therefore correct answer is
a. True
Q 8
Amelia Hopkins is eligible to claim earned income tax credit because she elects to file under married filing jointly and is a US resident alien and her spouse Benjamin is a US citizen with valid SSN.
Therefore correct answer is
a. True
