Interview Notes Travis is age 72 and blind. Sylvia is age 71. They are married and want to file a joint . . . return. The Kennedys had a balance due in 2019. They made 4 timely estimated tax payments of $250 each for tax year 2020. Travis retired in 2013 and began receiving his pension on September 1st of that year. He explains that this is a joint survivor annuity. He has already recovered $9,551 in the cost of the plan. The Kennedys have a consolidated broker's statement. Their 2019 tax return shows a $17,362 long-term carryover loss. Sylvia worked part-time as a greeter in a local store. In February, Sylvia won $2,500 gambling at a casino. She also had additional lottery winnings of $215. Sylvia has documented casino losses of $1,902 and she also purchased 5 lottery tickets during 2020 for $10 each. Travis and Sylvia received $2,400 in an Economic Stimulus Payment. If Travis and Sylvia have a refund, they would like to deposit it into their checking account. Travis and Sylvia both have full year health care coverage through Medicare. S