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Advanced Scenario 8: Roberta Wilson Interview Notes - Roberta Wilson is 63 years old and single. - Her grandson, Jacob, is 9 years old and

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Advanced Scenario 8: Roberta Wilson Interview Notes - Roberta Wilson is 63 years old and single. - Her grandson, Jacob, is 9 years old and lived with her all year. Roberta paid all household expenses and Jacob qualies as her dependent. - Roberta and Jacob are both U.S. citizens and have valid Social Security numbers. - Roberta claimed EIC for Jacob 2 years ago, but he onlyr lived with her for 2 months and the credit was disallowed. - Roberta had wage income of $45,000 in 2018. - She is not sure if she should itemize or take the standard deduction. - Roberta paid the following: $7,200 mortgage interest for a qualied home purchased in 2010. In 2018, she took out a home equity loan for $8,000 to pay off her credit caids. She paid interest in the amount of $650 on this loan. $9,010 for real estate taxes. $1 ,?62 for state income taxes withheld in 2018. Unreimbursed doctor bills in the amount of $2,200. Unreimbursed prescription drugs for $250. Health club dues of $600. A statement received from her church showing donations made throughout the year totaling $4,500. Receipts for donations of furniture and clothing in good, used condition to Goodwill. The total estimated fair market value is $500. $50 donated to a mom in need via their GoFundMe account. $45 paid in 2018 on her 201? balance due state income tax retum. Advanced Scenario 8: Retest Questions 32. If Roberta chooses to itemize her deductions, she is able to take a deduction of $10,172 for state income and real estate taxes. a. Tnje b. False 33. If Roberta chooses not to itemize, her standard deduction is $19,600. a. True b. False

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