Interview Notes - Morgan is single and 46 years old. - Morgan has two children. Leah, age 18 , has a job and earned wages of $4,900. Dale, age 25 is totally and permanently disabled and received Social Security benefits of $4,500. Both children lived with her all year. - Morgan paid all the cost of keeping up the home and more than half the support for her children. - Morgan received disability pension benefits, but she has not reached the minimum retirement age of her employer's plan. - She does not have enough expenses to itemize for the 2022 tax year. - Morgan, Leah, and Dale are U.S. citizens and have valid Social Security numbers. They all lived in the United States for the entire year. - If she has any balance due or refund, she would like to use Adelphia Bank and Trust. Morgan provided a voided check. If additionial space is needed check here and lst on page 3 . Page? Check wiptosetate bax for each quation in ewch section 4. (B) interestolidends fromL checkinglswings accounts, bords, CDs, bookerage? (Forms 1099-INT, 1099-DM) 2. (A) Tip hoome? 3. (B) Scholarships? (Foris W-2, 1098-T) 5. (b) Retund of btathilocal inoome taxes? (Form 1099-6) 1. (A) Self Einploymeht income? (Forms 1099-MISC, 1099-NEC, 1090-K, cash, digital assets, or other property or services) 6. (B) Almony income or separate maintenance payments? 8. (A) Cashicheckdigkal assets, or other property or senvices for any work performed not reported on Forms W-2 or 1099 ? 9. (A) thoome (or loss) from the sale er exchange of stocks, bonds, digtal assets or resl estate? (ncluding your home) (Forms 1099-S, 1099-B) 10. (B) Disability incame? (wuch as paymants from insurance, of workers compensation) (Forms 1099-R, W-2) 11. (A) Retremont income or payments from pensions, annuites, and or IRA? (Form 1099-R) 12. (B) Unamployment Compensation? (Form 1099-G) 13. (B) Soctal Secumy or Rallroad Returement Benef ts? (Forms SSA-1099, RRB-1099) 15. (B) Other income? (gambling. lottery, prizes, awards, Jury duty, digital assots, Sch K-1, royattes, foreign income, etc) 14. (M) income (or loss) from rental property? 1. (B) Alimomy or separate maintenance poyments? If yes, do you have the recipients 5SN ? Yes No 2. Contributions or ropayments bo a retirement account? IRA (A) Roth IRA (B) O. (B) Other (A) Mortgage Interest (Form 1098) (A) Medical \& Dantal (A) Taces (Stale, Real Estate, Personal Property, Sales) (B) Charitable Contributions 5. (B) Child or dependent care expenses such as daycare? 6. (B) For supplies used as an eligible educator such as a teacher, teacher's aide, counselor, etc.? 7. (A) Expenses related to seff-employment income or any other inoome you recelved? 8. (B) Student loan inderest? (Form 1098-E) 1. (A) Have a Health Savings Acoount? (Forms S495-SA, 1099-SA W-2 with code W in box 12) 2. (A) Have credit card, studert loan or mortgage debt cancellediorgiven by a lender or have a home foreclosure? (Forms 1099-C. 1099-A) 4. (B) Have Eamod Income Crodit, Child Tax Credit or American Opportunity Crodit dsaliowed in a prior year? IIt yes, for which tax year? 3. (A) Adopt a child? 5. (A) Purchase and install energy-effident home kems? (wuch as windows, furnace, insulation, etc.) 6. (A) Receive the First Time Hamebuyers Credit in 2008? 7. (B) Moke estmated tax payments or spply inst year's refund to this year's tax? Hl so how mach? 8. (A) File a federal retum last year containing a "caphal loss carryover' on Form 1040 Schedule D? 9. (A) Have health coverage through the Marketplace (Exchango)? [Provide Form 1095-A] Fom 13614-C (An,1620122) KeGilonal tuformbtion and Qustions Related to the Praparation of Your Return (i) You Ypous0 It you are due a refund, would youlike: a. Direct deposit b. To purthaso U.S. Savings Bonds c. To split your refund between different accounts 4. If you have a balance due, would you lke to make a payisent directy from your 5. Did you live in an aren thai was declared a Federal dissster eopa? [ Yes 6. Did you, or your spouse if eling jointy, recolve a letter from the IRS? Many free tak preparation sites operate by receiving grant money or other foderal financial assistance. The data from the following questions may be used by This site fo apply for these grants or to sapport centinued recelpt of financial funding. Your answer will be used only for statistical purposes. These questions 8. Would you say you can carry on a comersation in English, both undorstanding s speaking? [ Vory woll Woll Not well Not all Prefer not to answer are optional. 9. Would you say you can rebd a newspaper or book in English? 10. Do you or any mamber of your household have a disability? 12. Yourrace? American Indian or Alaska Native Aclan Black or African American Native Hawalian or other Pacific isiander White Prelor not to answer 13. Your spouse's race? [i]. No spouso 14. Your ethnicity? Hispanic or Latino Not Hisparic or Latino Preler not to answer 15. Your spouse's ethnicity? Hispanic or Latino Not Hispanic or Latino Prefer not to answer No spouse Additional commerits Form 1099-R \& Voided Check Fom 1099-R whw ins goviform109ge 1234 Morgan Calhoun 320 Main Street YOUR CITY, STATE, ZIP PAY TO THE orRER OF DOUARS Agetphia Bank and Trust Ambeown, Stale 00000 :111000025=1234567891234 For 20. Morgan's disability pension is reported as earned income on her tax return. a. True b. False 21. What is the most advantageous filing status Morgan can take? a. Single b. Married Filing Separately c. Head of Household d. Qualifying Surviving Spouse (QSS) 22. Which child qualifies Morgan for EITC? a. Leah b. Dale c. Both Leah and Dale d. Neither Leah nor Dale. 23. Morgan cannot claim Dale as a dependent because he is over age 18. a. True b. False 24. Morgan anticipates a balance due for next year. What actions should she take to prevent having a balance due. a. Morgan should use the IRS Tax Withholding Estimator and adjust her withholding. b. Morgan should decrease the amount of withholding on her form W-4P for next year. c. Morgan should ask her brother who is taking an accounting class how to avoid having a balance due. d. Morgan should not do anything to prevent having a balance due next year