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ic Scenario 6: Noah and Ella Neumann Directions using the tax software, complete the tax return, including Form 1040 and all appropri- ate forms, schedules,

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ic Scenario 6: Noah and Ella Neumann Directions using the tax software, complete the tax return, including Form 1040 and all appropri- ate forms, schedules, or worksheets. Answer the questions following the scenario. Note: When entering Social Security numbers (SSNs) or Employer identification Numbers (EINs), replace the Xs as directed, or with any four digits of your choice. Interview Notes * Noah, age 65, and Ella, age 54, are married. They elect to file Married Filing Jointly. Their son Leo is 23 years old and a full-time college student in his third year of study. He is pursuing a degree in Business Administration and does not have a felony drug conviction. His 2018 Form 1098-T did not have an amount entered in box 2. Their son Freddie is 26 years old and graduated from college in June 2019. He had a part-time job where he earned $7,000 in 2019. Noah and Ella paid more than half the cost of maintaining a home and provided over half the support for both Leo and Freddie. Noah retired in 2019 and received interest income, Social Security benefits, and wages from a part-time job. Ella received disability pension benefits. She has not reached minimum retirement age. Noah and Ella made estimated tax payments of $500 for 2019. Noah and Ella do not have enough deductions to itemize. Leo received a scholarship and the terms require that it be used to pay tuition. Noah and Ella paid the cost of Leo's tuition and course-related books in 2019 not covered by scholarship. They paid $75 for a school sweatshirt for homecoming and $4,500 for a meal plan. If Noah and Ella receive a refund, they would like to deposit half into their checking account and half into their savings account. Documents from County Bank show that the routing number for both accounts is: 111000025. Their checking account number is 987654321 and their savings account number is 234567890. SELOR SOCIAL SECURITY 131-XX-XXXX Noah Neumann 133-XX-XXXX ic Scenario 6: Noah and Ella Neumann Directions using the tax software, complete the tax return, including Form 1040 and all appropri- ate forms, schedules, or worksheets. Answer the questions following the scenario. Note: When entering Social Security numbers (SSNs) or Employer identification Numbers (EINs), replace the Xs as directed, or with any four digits of your choice. Interview Notes * Noah, age 65, and Ella, age 54, are married. They elect to file Married Filing Jointly. Their son Leo is 23 years old and a full-time college student in his third year of study. He is pursuing a degree in Business Administration and does not have a felony drug conviction. His 2018 Form 1098-T did not have an amount entered in box 2. Their son Freddie is 26 years old and graduated from college in June 2019. He had a part-time job where he earned $7,000 in 2019. Noah and Ella paid more than half the cost of maintaining a home and provided over half the support for both Leo and Freddie. Noah retired in 2019 and received interest income, Social Security benefits, and wages from a part-time job. Ella received disability pension benefits. She has not reached minimum retirement age. Noah and Ella made estimated tax payments of $500 for 2019. Noah and Ella do not have enough deductions to itemize. Leo received a scholarship and the terms require that it be used to pay tuition. Noah and Ella paid the cost of Leo's tuition and course-related books in 2019 not covered by scholarship. They paid $75 for a school sweatshirt for homecoming and $4,500 for a meal plan. If Noah and Ella receive a refund, they would like to deposit half into their checking account and half into their savings account. Documents from County Bank show that the routing number for both accounts is: 111000025. Their checking account number is 987654321 and their savings account number is 234567890. SELOR SOCIAL SECURITY 131-XX-XXXX Noah Neumann 133-XX-XXXX

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