Advanced Scenario 2: Pat and Terri Jefferson

Interview Notes

Pat and Terri are married and want to file a joint return.

Pat is a U.S. citizen and has a valid Social Security number. Terri is a resident alien and has an ITIN.

Pat has a child from a previous marriage, Jacob, age 17.

Pat and Terri have a child together, Jill, age 12.

Jacob and Jill are U.S. citizens and have valid Social Security numbers.

Pat received a total of $3,300 in unemployment compensation when he lost his job due to the coronavirus pandemic. He also earned $22,000 in wages.

Terri did not have any income.

Pat and Terri provided all the support for their two children.

Advanced Scenario 2: Test Questions

3. Pat and Terry are eligible for which of the following credits?

a. Credit for other dependents

b. Child tax credit

c. Earned income credit

d. Both a and b

4. Pats unemployment compensation is not taxable this year because it was received as a result of the coronavirus pandemic.

a. True

b. False