1. In the login name box enter oh + any number (ex. oh499) 2. In the password box enter tbb Click login

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1 Tax Final Scenario Instructions Feel free to print this document to use to complete the tax final scenario. Please also keep it open in your browser to use the hyperlinks. a) Right click the following hyperlink and select open in a new tab: b) Using the information below log into the training website and create a client account for Richard Johnson c) Complete the scenario below making sure to write down the state refund amount Richard is potentially eligible for d) When you ve completed the tax final scenario below for Richard Johnson, return to the Tax Counselor Certification Test, complete the questions and click the Submit button. Log into the Training Website 1. In the login name box enter oh + any number (ex. oh499) 2. In the password box enter tbb Click login Create a Client 4. Richard Johnson lives at 987 N. High St Columbus, Ohio in Franklin County 5. He prefers English 6. His address is rjohnson@obbmail.com 7. Create his login using the suggested structure, covered earlier in this training, and allow Richard to enter his password, select the security questions and provide the answers. Agreements 8. He reads and agrees to the Terms and Conditions of Use 9. He does not want to share his information From Richard s homepage, click My Taxes, then click 2016 Income Taxes, then click the File Now Household Information 10. Richard s title is Mr. 11. No, there are no other people in his household Use the table below to complete the Household Information section 1 Tax Final Scenario

2 Household Member Date of Birth Marital Status Social Security Number Citizen Disabled or blind Mr. Richard Johnson July 19, 1978 Single Yes No 12. No one is a current member of the military or a veteran 13. No one is a surviving spouse or a dependent child of a veteran 14. Richard prefers English for reading and writing 15. Richard does not have a separate mailing address 16. His home phone number is Richard verifies that the household information summary is correct Healthy U and Other Programs 18. Richard is not receiving Food Assistance 19. Richard is not receiving cash assistance 20. Richard is not receiving Medicaid 21. No one in his household is a veteran 22. No one in his household lives with a long-term medical condition 23. No one is a caregiver 24. Richard is not interested in receiving information on disaster preparedness Preliminary Information Please review the limitations of The Benefit Bank federal tax section 25. After reviewing the limitations, Richard would still like to use The Benefit Bank to help prepare his taxes. 26. Ohio was his state of residence 27. Richard would also like to complete his Ohio taxes with The Benefit Bank 28. He does not wish to disclose his information 29. He would like to consent to use his information Federal Filing Status and Dependents 30. Richard s marital status is single 31. He is a citizen 32. No one else lived with Richard and he did not provide financial support to anyone 33. Richard s filing status is single 34. No one else can claim Richard as a dependent therefore he can claim an exemption for himself 2 Tax Final Scenario

3 35. He would like to authorize $3 to go to the Presidential Election Campaign Fund Income for Federal Taxes Richard has one income form to report: a W-2, which can be found below. It is important to enter this information exactly as it appears on the form. Deductions and Adjustments for Federal Taxes 36. Richard did not pay any student loan interest 37. He did not pay alimony or separate maintenance 38. He did not pay any educator expenses 39. Richard did not contribute to a Health Savings Account (HSA) nor have excess contributions in an HSA 40. He did not have any travel expenses as an Armed Forces Reservist, business expenses as a fee-basis government official, or business expenses as a performing artist 41. Richard did not contribute to a traditional IRA nor have excess contributions in an IRA 42. He did not pay tuition or fees for post-secondary education 43. None of his income is for foster care payments or Medicaid waiver payments 44. He is not blind 45. He would like to take his standard deduction 3 Tax Final Scenario

4 Richard reviews his summary of taxable income, adjustments, and deductions. Credits for Federal Taxes 46. Richard did not pay for any child care 47. He did not put money into an Individual Retirement Account (IRA) or any other retirement plan 48. He did not pay any mortgage interest 49. Yes, he would like to claim the Earned Income Tax Credit (EITC) 50. His EITC has never been denied or reduced 51. His wages were not earned as an inmate of a penal institution 52. Richard lived in the U.S. for the entire year The online service will say the EITC will be $ He did not make any estimated federal income tax payments or apply last year s refund to this year s 54. He did not file a form 4868 to request an extension to file Richard reviews the summary of credits and payments Health Coverage and Premium Tax Credit 55. Richard had Medicaid: his minimum essential coverage status is covered all year 56. No one received health coverage through the Health Insurance Marketplace Completing Your Federal Return The online service will say the federal government owes Richard a refund of $ He would like to e-file the return 58. He would like to direct deposit his refund into one checking account: Routing number and account number You are not filing this return as Power of Attorney 60. His daytime telephone number is His occupation is warehouse 62. The IRS did not assign a 6-digit number to Richard due to identity theft 63. He would not like to designate another person to discuss the return with the IRS Ohio State Taxes 64. Richard is a full-time resident of Ohio 65. Richard lived at 987 N. High St Columbus, OH Franklin County during all of He did not move within Ohio during His school district is Columbus CSD 4 Tax Final Scenario

5 Richard verifies that the residency summary is complete and correct 68. Richard was not paid back for any college tuition or fees during the tax year 69. He was not paid back for any other expenses that were deducted in another year 70. He was not in the military during He did not need to pay back income earned in a previous year 72. He did not donate an organ during Richard did not contribute to anyone else s Individual Development Account 74. He did not put money into anyone s CollegeAdvantage 529 nor did he have carryover amounts to deduct this year 75. He did not put money in a STABLE account, Ohio's ABLE Plan. 76. Richard did not pay any unreimbursed health care expenses 77. Richard did not have an employer-paid or employer-subsidized accident and health plan for qualifying relatives during 2016 Richard verifies the taxable income summary 78. He did not lose a job in 2014, 2015, or He did not donate to a political campaign this year 80. He did not restore any historical buildings in He did not make any Ohio state estimated tax payments in He did not have part of last year s refund credited to this year s 83. Richard did not submit a filing extension request 84. He did not buy anything he did not pay sales tax on 85. He certifies that no sales or use tax is due 86. He has never claimed the Ohio Lump Sum Retirement Credit 87. He would like to donate $1 to the Ohio Political Party Fund. The online service will say that Richard s state refund is $ 88. He would not like to donate to any of the five funds 89. He would not like to credit any part of this year s return to next year s Richard verifies the refund/payment summary Ohio School District Taxes 90. Cols in the amount of $202 was withheld for city tax The online service will say this school district does not collect taxes Completing Your Ohio Return 91. Richard would like to e-file his return 92. Enter Richard s address: rjohnson@obbmail.com 93. Richard agrees to the e-file perjury statement 94. He would like to direct deposit his Ohio refund 95. His account is located within the United States 5 Tax Final Scenario

6 96. He would like to direct deposit his refund into the same account as the federal refund 97. He agrees to the Ohio Department of Taxation s direct deposit terms E-File Submission 98. Richard would like to confirm his identity using his 2015 PIN 99. His 2015 PIN was He agrees to the perjury statement 101. He agrees to the electronic transmission statement He agrees that he is signing his return by entering his 2015 PIN 103. He would like to use the same PIN this year: Richard does not wish to share his identifying information He would like to receive his e-file status via rjohnson@obbmail.com Completing the Tax Counselor Certification Test Great Job! You should print follow-up instructions for any interested clients. Clients can also choose to register to vote for the first time or change their registration information and provide feedback to The Benefit Bank. Remember, you ll need to print two copies of your client s return if they are filing by mail. Note: You need to take and pass the Tax Counselor Certification test to receive your Counselor certificate and login. Thank you! 6 Tax Final Scenario