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Daniel, age 64 and Avery, age 53, are married

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Daniel, age 64 and Avery, age 53, are married. They elect to file Married Filing Jointly. • Daniel is retired. He received Social Security benefits, a pension, and wages from a part-time job. • Avery was a full-time elementary school teacher and paid $700 out of pocket for classroom supplies. • Avery is paying off a student loan that she took out when she attended college for her bachelor’s degree. • Daniel and Avery have two sons, Jackson, age 19 and Matthew, age 16. Matthew lived at home the entire year. Jackson is a full-time college student in his second year of study. He is pursuing a degree in Accounting and does not have a felony drug conviction. He received a Form 1098-T for 2019. Box 2 was not filled in and Box 7 was not checked. • Jackson lived in an apartment near campus during the school year and spent the summer at home with his parents. • Jackson received a scholarship and the terms require that it be used to pay tuition. Daniel and Avery paid the cost of Jackson’s tuition and course-related books in 2020 not covered by scholarship. They paid $90 for a parking sticker, $4,500 for a meal plan, $500 for textbooks purchased at the college bookstore, and $100 for access to an online textbook. • Daniel and Avery paid more than half the cost of maintaining a home and support for Jackson and Matthew. • Daniel and Avery do not have enough deductions to itemize on their federal tax return. They made a charitable contribution in the amount of $350 cash and they have a receipt for it. • The Emorys made four timely estimated tax payments of $125 each for tax year 2020. • The Emorys received a $2,900 Economic Impact Payment (EIP) in 2020. • If Daniel and Avery receive a refund, they would like to deposit it into their checking account. Documents from County Bank show that the routing number is 111000025. Their checking account number is 11337890.