2.16 | Case Study 2.1 Henry L. Carr

Using the information below, prepare a return for Henry L. Carr. You will find the forms you need in the workbook in Chapter 2. If you prefer using online, fillable forms, there are links at the end of the case study.

Taxpayer Information

Taxpayer name:	Henry L. Carr
Taxpayer SSN:	201-00-0003
Taxpayer DOB:	March 5, 2000
Taxpayer occupation:	Student
Address:	2004 Frozone Lane, Apt. 15
Living arrangement:	Taxpayer rents an apartment
Cell phone:	(XXX) 555-0103; Preferred: Morning; FCC: Yes; OK to Call
Work phone:	(XXX) 555-0123; Morning; FCC: No; OK to Call
Taxpayer email:	hlcarr@net.net
Taxpayer occupation:	Student

Health Insurance
Did everyone in the household have health insurance in 2019?	Yes
Total months covered through a state exchange or federal marketplace:	0
Total months covered through another plan:	12
Was a Form 1095-A issued?	No

Henry is single. His SSN is valid for work in the U.S. and was received before the original filing due date of his return (including extensions). He is a U.S. citizen. His parents can and will claim him as a dependent. He does not wish to designate $3 to the Presidential Election Campaign Fund. He is not blind or disabled. Henry was a full-time student in 2019.

Henry did not receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency. Henry does not have authority over a foreign account, and he did not receive a distribution from, nor was he the grantor of or transferor to, a foreign trust. Henry did not suffer a casualty loss during 2019. The IRS has not issued an Identity Protection ID Number for his return.

Information Document

Henry brought in his Form W-2. He had no other income. Henry received his health care coverage through his parent's employer.

Tax Return Tip

Henry Carr's adjusted gross income is $5,167. The amount of his taxable income is $0.

Forms

• Form 1040, U.S. Individual Income Tax Return
• Standard Deduction Worksheet for Dependents