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5893Mathew, Ashley, Mark, and Kevin are all U. S. citizens with valid Social Security numbers.Basic Scenario 5: Test Questions9..Which of the following statements is true?a. Both Ashley and Mathew’s filing status is Single.b. Ashley is eligible to claim Head of Household and Mathew must file Single.c. Ashley’s filing status is Married Filing Separately, and Mathew’s filing status is Single.d. Ashley’s filing status is Married Filing Separately, and Mathew’s filing status is Head of Household.10.. Who can claim Mark and Kevin as qualifying children for earned income credit?Basic Scenarios29
Basic Scenario 6: George and Helen ReedInterview Notes23 George and Helen have an 18-year-old son, Joshua, who lived with them all yearand is a college student.24 George and Helen provided all the support for Joshua and all the costs of keepingup their home.25 Joshua worked during the year and received wages of $2,000. He had $140 offederal withholding.26 The Reeds have a balance due on their return and are unsure what to do.27 George, Helen, and Joshua are U. S. citizens with valid Social Security numbers.Basic Scenario 6: Test Questions11.. What actions should George and Helen take to prevent having a balance due nextyear?12. What options do George and Helen have if they are not able to full pay their balance due by the due date of the return?13.. George and Helen ask if their son Joshua should file a tax return for 2018. Howshould the volunteer respond?5888a. Joshua is exempt from filing because he is a student.5889b. Joshua does not have to file because he is their dependent and they can claim his income on their tax return.5890c. Joshua must file based on the 2018 filing threshold for children and other dependents.5891d. Joshua should file a tax return to claim a refund of his withholding.30Basic Scenarios
Basic Scenario 7: Jacob and Martha MillsDirectionsUsing the tax software, complete the tax return, including Form 1040 and all appropriate-ate forms, schedules, or worksheets. Answer the questions following the scenario.Note: When entering Social Security numbers (SSNs) or Employer Identification Numbers (EINs), replace the Xs as directed, or with any four digits of your choice.Interview Notes1Jacob and Martha are age 65 years old and married. They elect to file Married FilingJointly.