Note: Page F7.43-F7.66 using following Forms and Schedules:

1) Form 1040A, 2) Schedule EIC, 3) Schedule 8821, 4) Form 8867, 5) 2016 QUALIFY DIVIDENDS AND CAPITAL GAIN TAX WORKSHEET, 6) 2016 CHILD TAX CREDIT WORKSHEET, 7) 2016 FORM 882 EARNED INCOME2016 WORKSHEET A, 8) EARNED INCOME CREDIT (EIC), 9) 2016 WORKSHEET B, 10) 2016 INVESTMENT INCOME WORKSHEET FOR EIC, 11) 206 DUE DILIGENCE, LINE 42a and 42b-EARNED INCOME CREDIT (EIC), 12) 2016 California Resident Income Tax Return FORM 540 2EZ, 13) Head Of Household Filing Status Schedule (California Form 3532)

EITC and ACTC WI.33 CASE STUDY 7.2 s yoar first Graded Review. It is important that you take the time to carefully complete this case svailable from your instructor, and is not included in this workbook before beginning. Use the forms provided on pages F7 43- F7.66 to complete the tax return. yprior to arriving for your next instructor-Jed session. We will not be reviewing this ease study lass. You will be entering your answers into Block Academy. The solution to this case study is only Using the information below, complete a tax return for Melissa R Carlson. Read the scenario carefully Remember to use your student ID in place of the Xs in the taxpayer's SSN. Taxpayer Information Melissa R. Carlson 42-0X-XSXX August 15, 1984 axpayer name Taxpayer SSN: Taxpayer DOB: Health care coverage: 12 months through employer 50 employees) 0 months of no coverage Spouse name Spouse SSN: Herschel T Busby 742-40-1101 October 21,1985 12 months of his own health insurance 0 months of no coverage 565 North Clinton Drive Your City, YS XXXXX Spouse DOB Health care coverage: Address Living arrangement: Taxpayer rents her home Landline phone: xx) 565.0807 T Preferred (Afternoon:, FCC (Yes), OK to Call Work phone: Cell phone Taxpayer email XXX 555-0877 IT) XXX) 555-0897 (T) mrcarlson@net.net Sales Clerk Taxpayer occupation: Melissa and Herschel are married. Herschel left the home in February af 2016 and has not lived with Melissa sinoe then. Melissa has not spoken to Herschel since November, and does not wish to file a joint return, regardless Herschel is unemplaoyed and does not pay child support for any of the children Melissa's SSN is valid for work in the UUS and was received before the orignal filing due date of the return. Both Melisss and Herschel are US eitizens. No one may claim Melissa as dependent. Sbe is not a student. She does not wish to designate $3 to the Presidential Election Campaign Fund. Melissa is not blind or disabled. She did not provide her driver's license or state identification Do not take the California Renter's Credit for this case This credit will be cowered later in the course.) study, even though the taxpayer may qualify