Interview Notes

• George and Helen have an 18-year-old son, Joshua, who lived with them all year and is a college student.
• George and Helen provided all the support for Joshua and all the costs of keeping up their home.
• Joshua worked during the year and received wages of $2,000. He had $140 of federal withholding.
• The Reeds have a balance due on their return and are unsure what to do.
• George, Helen, and Joshua are U.S. citizens with valid Social Security numbers.

11. What actions should George and Helen take to prevent having a balance due next year?

A. They should use the withholding calculator.

B. They should adjust their Form W-4 to increase withholding.

C. There is no way to prevent a balance due.

D. Both A and B.