Basic Scenario $5$: Jasmine Harris

Interview Notes

$$ Jasmine is single and turned $72$ years old on October $1,2023.$

$$ Jasmine worked as a public historian at the local library and earned wages of $$32,000.$ Jasmine also

received Social Security benefits of $$16,500.$ She received a taxable pension of $$14,000.$

$$ She retired from her previous job on October $30,2020.$ During her career she contributed pretax dollars to a qualified $401($k$)$ retirement plan through her employer.

$$ Jasmine cannot be claimed as a dependent by another taxpayer. $$ Jasmine is a U$.$S$.$ citizen with a valid Social Security number.