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29. Aloki wants to split the refund between her savings and checking accounts. How is this accomplished, if possible? OA. Splitting a refund is not possible. OB. Aioki does not have an overpayment on her return. OC. This can only be accomplished if filing a paper return. OD. Complete Form 8888, Allocation of Refund (Including Savings Bond Purchases). SOCIAL SECURITY Basic Scenario 8: Aioki Ellis 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 (SSN) or Employer Identification Numbers (EINs), replace the Xs as directed, or with any four digits of your choice. Interview Notes Aioki is 27 years old and married to John, age 30. Aioki and John are not legally separated. Aioki does not want to file a joint retum with John John lived with Aioki for ten months of the year. John moved out of Aioki's home and in with his parents at: 458 Hasbro Ave., Your city, state, ZIP code. Aioki and John do not live in a community property state. Aioki does not know John's Social Security number. (Hint: Refer Publication 4012, VITA/TCE Resource Guide) Aioki's seven-year-old daughter, Sofia, lived with her the entire year. Aoki paid more than half the cost of keeping up a home and support for John and Sofia. Aioki received unemployment compensation in January and February. She also received a distribution from her traditional IRA in January to pay for car repairs so she could have reliable transportation to and from her job interviews. In March, she began working as an administrative assistant and earned $23,000 in wages. Aioki paid child and dependent care expenses for Sofia while she worked. Aioki and John received a $2,900 Economic Impact Payment (EIP) in 2020 based on their 2019 Married Filing Joint return. Aioki and Sofia were not medically or financially affected by the COVID-19 pandemic. Aioki was a victim of ID theft and received an Identity Protection PIN in December 2020. Her assigned IP PIN is 222222 Aioki and Sofia are U.S. citizens and have valid Social Security numbers. If Aloki is entitled to a refund, she would like to deposit half into her checking account and half into her savings account. Documents from County Bank show that the routing number for both accounts is 111000025. Her checking account number is 113355779 and her savings account number is 224466880. SOCIAL SECURITY 620-00-XXXX J. SECO Aioki Ellis 630-00-XXXX Sofia Ellis Xoski El Sea El Basic Scenarios 55 56 Basic Scenarios Form 13614-C Department of the Treasury Internal Revenue Service OMB Number (October 2020) Intake/Interview & Quality Review Sheet 1545-1984 You will need: . Please complete pages 1-4 of this form. Tax Information such as Forms W-2, 1099, 1098, 1095. You are responsible for the information on your return. Please provide Social security cards or ITIN letters for all persons on your tax return. complete and accurate information. Picture ID (such as valid driver's license) for you and your spouse. If you have questions, please ask the IRS-certified volunteer preparer. Volunteers are trained to provide high quality service and uphold the highest ethical standards To report unethical behavior to the IRS, email us at wi.voltax@irs.gov Part 1 - Your Personal Information (If you are filing a joint retum, enter your names in the same order as last year's return) 1. Your first name M.I. Last namo Daytime telephone number Are you a U.S. citizen? AIOKI ELLIS YOUR PHONE # X Yos No 2. Your spouse's first name M.I. Last name Daytime telephone number is your spouse a U.S. citizen? Yes No 3. Mailing address Apt# City State ZIP code 842 SUSSEX STREET YOUR CITY YS YOUR ZIP 4. Your Date of Birth 5. Your job title 6. Last year, were you: a. Full-time student Yes No 10/02/1990 ADMINISTRATIVE ASST. b. Totally and permanently disabled Yes X No c. Legally blind Yes x No 7. Your spouse's Date of Birth 8. Your spouse's job title 9. Last year, was your spouse: a. Full-time student Yes No b. Totally and permanently disabled Yes No c. Legally blind Yes No 10. Can anyone claim you or your spouse as a dependent? Yes No Unsure 11. Have you, your spouse, or dependents been a victim of tax related identity theft or been issued an Identity Protection PIN? X Yes No Part II - Marital Status and Household Information 1. As of December 31, 2020, what I Never Married (This includes registered domestic partnerships, civil unions, or other formal relationships under state law) was your marital status? X Married a. If Yes, Did you get married in 2020? Yes x No b. Did you live with your spouse during any part of the last six months of 20207 x Yes No Divorced Date of final decree Legally Separated Date of separate maintenance decree I Widowed Year of spouse's death 2. List the names below of - everyone who lived with you last year (other than your spouse) If additional space is needed check here and list on page 3 anyone you supported but did not live with you last year To be completed by a Certified Volunteer Preparer Name first, as Do not enter your Date of Birth Relationship Number of US Resident Single Ful-time Totally and is this Did this Did this Did the Did the name or spouse's name below immy to you for months Citizen of US Married as Student Permanently persona person person taxpayer's) taxpayer8) example lived in grosthol Canada. af 12/31/20 last year Disabled qualifying provide have less provide more pay more than son your home or Mexico (S/M (vesihol tyeana) child relative more than than $4,300 than 50% of half the cost of daughter last year last year of any other 50% of his of income? support for maintaining a parent yes no person? her own (yos, nava) this person? home for this none arc) (yesino support? (yesinonia) person? b) in D) , ) yeah) SOFIA ELLIS 01/21/2013 DAUGHTER 12 YES YES s YES NO Catalog Number 52121E www.is.gov Fom 13614-C (Rev. 10-2020) Check appropriate box for each question in each section Yes No Unsure Part III - Income - Last Year, Did You (or Your Spouse) Receive 1. (B) Wages or Salary? (Form W-2) If yes, how many jobs did you have last year? 1 X 2. (A) Tip Income? 3. (B) Scholarships? (Forms W-2, 1098-T) X 4. (B) Interest Dividends from: checking/savings accounts, bonds, CDs, brokerage? (Forms 1099-INT, 1099-DIV) 5. (B) Refund of state/local income taxes? (Form 1099-G) 6. (B) Alimony income or separate maintenance payments? X 7. (A) Self-Employment income? (Form 1099-MISC, 1099-NEC, cash) X 8. (A) Cash/check payments for any work performed not reported on Forms W-2 or 1099? 9. (A) Income (or loss) from the sale of Stocks, Bonds or Real Estate? (including your home) (Forms 1099-S 1099-B) X 10. (B) Disability income? (such as payments from insurance, or workers compensation) (Forms 1099-R, W-2) 11. (A) Retirement Income or payments from Pensions. Annuities, and or IRA? (Form 1099-R) X 12. (B) Unemployment Compensation? (Form 1099G) 13. (B) Social Security or Railroad Retirement Benefits? (Forms SSA-1099, RRB-1099) 14. (M) Income (or loss) from Rental Property? 15. (B) Other income? (gambling, lottery, prizes, awards, jury duty, Sch K-1, royalties, foreign income, etc.) Specify Yes No Unsure Part IV - Expenses - Last Year, Did You for Your Spouse) Pay 1. (B) Alimony or separate maintenance payments? If yes, do you have the recipient's SSN? Yes D No 2. Contributions to a retirement account? IRA (A) 401K (B) Roth IRA (B) Other X 3. (B) College or post secondary educational expenses for yourself, spouse or dependents? (Form 1098-T) 4. Any of the following? (A) Medical & Dental (including insurance premiums) (A) Mortgage Interest (Form 1098) (A) Taxes (State, Real Estate, Personal Property, Sales) D (B) Charitable contributions X 5. (B) Child or dependent care expenses such as daycare? X 6. (B) For supplies used as an eligible educator such as a teacher, teacher's aide, counselor, etc.? X 7. (A) Expenses related to self-employment income or any other income you received? 8. (B) Student loan interest? (Form 1098-E) Yes No Unsure Part V-Life Events - Last Year, Did You (or Your Spouse) X 1. (A) Have a Health Savings Account? (Forms 5498-SA, 1099-SA, W-2 with code W in box 12) 2. (A) Have credit card or mortgage debt cancelled/forgiven by a lender or have a home foreclosure? (Forms 1099-C, 1099-A) X 3. (A) Adopt a child? 4. (B) Have Earned Income Credit, Child Tax Credit or American Opportunity Credit disallowed in a prior year? If yes, for which tax year? 5. (A) Purchase and install energy-efficient home items? (such as windows, furnace, insulation, etc.) 6. (A) Receive the First Time Homebuyers Credit in 2008? 7. (B) Make estimated tax payments or apply last year's refund to this year's tax? If so how much? X 8. (A) File a federal return last year containing a "capital loss carryover" on Form 1040 Schedule D? 4. (A) Have neann coverage througn the Marketplace (Exchangely (Provide Form 1095-AI X 10. (B) Receive an Economic Impact Payment (stimulus) in 2020? WCD wwwwwwwwww wwww DODO Basic Scenarios xR 57 Catalog Number 52121E www.irs.gov Form 13614-C (Rev. 10-2020) 58 Basic Scenarios Page 3 Additional Information and Questions Related to the Preparation of Your Return 1. Provide an email address (optional) (this email address will not be used for contacts from the Internal Revenue Service) 2. Presidential Election Campaign Fund (If you check a box, your tax or refund will not change) Check here if you, or your spouse if filing jointly. want $3 to go to this fund n You n Spouse 3. If you are due a refund, would you like: a. Direct deposit b. To purchase U.S. Savings Bonds c. To split your refund between different accounts X Yes O No Yes IX No X Yes O No 4. If you have a balance due, would you like to make a payment directly from your bank account? Yes X No 5. Did you live in an area that was declared a Federal disaster area? Yes X No If yes, where? 6. Did you, or your spouse if filing jointly, receive a letter from the IRS? D Yes X No Many free tax preparation sites operate by receiving grant money or other federal financial assistance. The data from the following questions may be used by this site to apply for these grants or to support continued receipt of financial funding . Your answer will be used only for statistical purposes. These questions are optional. 7. Would you say you can carry on a conversation in English, both understanding & speaking? X Very well Well Not well Not at all Prefer not to answer 8. Would you say you can read a newspaper or book in English? X Very well Well Not well Not at all Prefer not to answer 9. Do you or any member of your household have a disability? Prefer not to answer 10. Are you or your spouse a Veteran from the U.S. Armed Forces? D Yes X No Prefer not to answer 11. Your race? American Indian or Alaska Native Asian Black or African American Native Hawaiian or other Pacific Islander White X Prefer not to answer 12. Your spouse's race? American Indian or Alaska Native Asian Black or African American Native Hawaiian or other Pacific Islander White X Prefer not to answer X No spouse 13. Your ethnicity? Hispanic or Latino Not Hispanic or Latino X Prefer not to answer 14. Your spouse's ethnicity? Hispanic or Latino Not Hispanic or Latino X Preter not to answer U No spouse Additional comments Yes X No Privacy Act and Paperwork Reduction Act Notice The Privacy Act of 1974 requires that when we ask for information we tell you our legal right to ask for the information, why we are asking for it, and how it will be used. We must also tell you what could happen if we do not receive it, and whether your response is voluntary, required to obtain a benefit, or mandatory. Our legal right to ask for information is 5 U.S.C. 301. We are asking for this information to assist us in contacting you relative to your interest and/or participation in the IRS volunteer Income tax preparation and outreach programs. The information you provide may be furnished to others who coordinate activities and staffing at volunteer return preparation sites or outreach activities. The information may also be used to establish effective controls, send correspondence and recognize volunteers, Your response is voluntary. However, if you do not provide the requested Information, the IRS may not be able to use your assistance in these programs. The Paperwork Reduction Act requires that the IRS display an OMB control number on al public Information requests. The OMB Control Number for this study is 1545-1964. Also, if you have any comments regarding the time estimates associated with this study or suggestion on making this process simpler please write to the Internal Revenue Service, Tax Products Coordinating Committee, SEW.CAR:MP T:T SP, 1111 Constitution Ave NW, Washington, DC 20224 Catalog Number 52121E www.iro.gov Form 13614-C (Rev. 10-2020) a Employee's social security number 620-00-XXXX b Employer identification number (EIN 38-500XXXX e Employer's name, address, and ZIP code Safe, accurate, Visit the IRS website at e file www.n.goulle OMB No 1545-0008 FASTI Use 1 Ways, tips other compensation 2 Federal income tax withheld 23,000.00 1,160.00 3 Social security wages 4 Social Security tax withheld 27,000.00 1,674.00 5 Medicare wage and tips 6 Medicare tax withhold 27,000.00 391.50 7 Social security tips 8 Alocated tips PRESBYTERIAN HOSPITAL 120 GRANT AVENUE YOUR CITY, STATE ZIP d Control number 10 Dependent care benefits Employee's frame and initial Las rame Sull11 Nengustified plane 12a See instructions for box 12 D 4,000 12b 1. They The party MORY AIOKI ELLIS 842 SUSSEX STREET YOUR CITY, STATE ZIP 14 Other 126 120 I SUI LIU ZIP UUUU 15 State Employer's state ID number YS 38-500XXXX 18 Local wages, tips, etc. 19 Local income tax 20 Local and 16 State Wages, tips, etc. 17 Sencome tax 23,000.00 Form W-2 Wage and Tax Statement 2020 Department of the Treasury-Internal Revenue Service Copy B-To Be Filed With Employee's FEDERAL Tax Return. This information is being fumished to the Internal Revenue Service 2020 Cortain Government Payments CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP 1 Unemployment compensation OMB No. 1545-0120 or foreign postal code, and telephone no. $ 6,000.00 STATE UNEMPLOYMENT COMMISSION 1000 GOVERNMENT PLAZA 2 State or local income tax refunds, credits, or offsets YOUR CITY, YOUR STATE ZIP $ Form 1099-G PAYER'S TIN RECIPIENTS TIN 3 Box 2 amount is for tax year 4 Federal income tax withheld 35-700XXXX 620-00-XXXX $ 600.00 RECIPIENT'S name 5 RTAA payments 6 Taxable grants AIOKI ELLIS $ $ 7 Agriculture payments Bif checked,box 2 s trade or business Street address including apt.no) $ income 842 SUSSEX STREET 9 Market gain City or town, state or province, country, and ZIP or foreign postal code $ YOUR CITY, YOUR STATE ZIP 10a State 10b State identification no. 11 State income tax withild Account number on instructions Copy B For Recipient This is important tax Information and being fumished to the IRS. If you are required to file a returna negligence penalty or other sanction may be imposed on you it this income is taxable and the IRS determines that it has not been reported. 1000 G ut you www.vwP1030 CLUTY OUVIR CORRECTED (if checked) PAYER'S name, stroot address, city or town, state or province, 1 Groes distribution OMB No. 1545-0119 Distributions From country, ZIP or foreign postal code, and phone no. Pensions, Annuities, 700.00 Retirement or KENT STATE BANK 2a Taxable amount 2020 Profit-Sharing Plans, 743 COL QUITT WAY IRAs, Insurance YOUR CITY, STATE ZIP $ Contracts, etc. 700.00 Form 1099-R 2b Taxable amount Total not determined distribution Report this PAYER'S TIN RECIPIENT'S TIN 3 Capital gain (included 4 Federal income tax income on your in box 201 withheld federal tax return. If this 38-200XXXX 620-00-XXXX ls 140.00 form shows RECIPIENT'S name 5 Employee contributions 6 Net unrealized federal income Designated Roth appreciation in tax withheld in contributions or employer's securities AIOKI ELLIS insurance premiums box 4, attach $ $ this copy to Street address including apt.no 7 Distribution IRA your return. 8 Other code SERV 842 SUSSEX STREET SIMPLE This information is %6 being fumished to City or town, state or province, country, and ZIP or foreign postal code 9a Your percentage of total 9b Total employee contributions the IRS. YOUR CITY, STATE ZIP distribution WS 10 Amount allocable to IRR 11 18 year of desig 12 FATCA iing 14 State tax withheld 15 State/Payer's state no. 16 State distribution within 5 years Roth contro requirement Is $ Account number (see instructions) 13 Date of 17 Local tax withheld 18 Name of locality 19 Local distribution payment For 1099-R www.rsgow Form 1099 Department of the Treasury Internal Revenue Service Busy Bee Day Care 303 Twiggs Trail Your City. Your State Your Zip (XXX) 555-5555 December 31, 2020 Received from Aloki Ellis: $2,800 for after-school care for Sofia Ellis $2,800 Total amount received for child care in 2020 Evelyn Woods EIN: 35-500XXXX 1234 Aloki Ellis 842 Sussex Street Your City State 00000 20 PAY TO THE ORDER OF VOLD DOLLARS Adelphi Bank and Trust Anytown, State 00000 For : 112000025 : 213355779 1234