Beginning Practice Return Scenario 1
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1 Scenario 1 In this scenario, you will practice the following: Select filing status Enter Form W-2 information Report health coverage Enter student loan interest Complete e-file information Information about the primary taxpayer: Name: John Hammonds SSN: 101-XX-XXXX (use your company s EFIN in place of XX-XXXX) Birthdate: September 25, 1978 Address: 623 Miller Rd, Rome, GA Primary Telephone: (706) Occupation: Bookkeeper Additional items to note: John is not married, and has no children. He received health insurance through his employer for the entire year. John began paying back his student loans this year. He would like to know if he could deduct the $250 he paid in interest. John wants to e-file the return. His PIN is 10001, and he would like to receive a paper check if he gets a refund. Available documentation: 1 Social Security Card 1 Form W-2
2 Scenario 1
3 Scenario 2 In this scenario, you will practice the following: Select filing status Enter Form W-2 information Enter interest income Report health coverage Enter education credit Complete e-file information Information about the primary taxpayer: Name: James Gant SSN: 102-XX-XXXX (use your company s EFIN in place of XX-XXXX) Birthdate: January 11, 1990 Address: 901 Memorial Dr, Rome, GA Primary Telephone: (706) Occupation: Landscaper Additional items to note: James is not married, and has no children. In addition to his job, James has interest income he needs to report. He received health insurance through the Marketplace for the entire year. James attended college all year, and wants to see if he is eligible for an education credit or deduction. He spent $342 on textbooks, in addition to his tuition. James wants to e-file the return. His PIN is 10033, and he would like to receive a paper check if he gets a refund. Available documentation: 1 Social Security Card 1 Form W-2 1 Form 1099-INT 1 Form 1095-A 1 Form 1098-T
4 Scenario 2
5 Scenario 2
6 Scenario 2
7 Scenario 2
8 Scenario 3 In this scenario, you will practice the following: Enter multiple Forms W-2 Enter interest income Report health coverage Enter education credits Enter student loan interest Report child and dependent care expenses Claim Earned Income Credit Complete e-file information Information about the primary taxpayer: Name: Richard Johnson SSN: 103-XX-XXXX (use your company s EFIN in place of XX-XXXX) Birthdate: April 13, 1987 Address: 38 Country Rd 62, Centre, AL Primary Telephone: (706) Occupation: Retail Additional items to note: Both taxpayers have Forms W-2, and they have interest income to report. All three received health insurance for the year through Richard s employer. Karen attended college all year, and wants to see if she is eligible for an education credit or deduction. She paid $150 for textbooks, in addition to her tuition. Richard paid $400 in student loan interest. While the couple worked, Christopher attended Bright Starts daycare, address 28 Morningside Lane, Centre, AL The daycare s EIN is 24-3XXXXXX. They paid $1,540 for dependent care. The taxpayers want to e-file the return. Richard s PIN is 10033, and Karen s is They want to direct deposit their refund. The account number is and the routing number is Information about the spouse and dependent: Spouse Name: Karen Johnson SSN: 403-XX-XXXX (use your company s EFIN in place of XX-XXXX) Birthdate: June 6, 1988 Occupation: Cashier Dependent Name: Christopher Johnson SSN: 613-XX-XXXX (use your company s EFIN in place of XX-XXXX) Birthdate: November 2, 2012 Available documentation: 3 Social Security Cards 2 Forms W-2 1 Form 1099-INT
9 1 Form 1098-T26 Beginning Practice Return Scenario 3
10 Scenario 3
11 Scenario 3
12 Scenario 3
13 Scenario 4 In this scenario, you will practice the following: Enter multiple Forms W-2 Report health coverage Determine if taxpayer can claim Earned Income Credit Enter advanced payments of the Premium Tax Information about the primary taxpayer: Name: Robert Stevens SSN: 104-XX-XXXX (use your company s EFIN in place of XX-XXXX) Birthdate: June 16, 1976 Address: 816 Ocean Dr, Buena Park, CA Primary Telephone: (741) Occupation: Retail Additional items to note: Robert is not married, and is the sole caregiver of his son Derek. He held two jobs during the year. While Robert worked, his mother watched Derek for him. He did not pay her to do so. No one else could claim Derek for Earned Income Credit, and the credit has never been reduced or disallowed. Robert and Derek receive health care coverage through the Marketplace, and also received an advanced Premium Tax Credit. He would like to e-file the return and his PIN is If he receives a refund, he would like a paper check. If he owes a balance, he will mail a check. Information about the dependent: Dependent Name: Derek Stevens SSN: 402-XX-XXXX (use your company s EFIN in place of XX-XXXX) Birthdate: May 5, 2006 Available documentation: 2 Social Security Cards 2 Forms W-2 1 Form 1095-A
14 Scenario 4
15 Scenario 4
16 Scenario 4
17 Scenario 5 In this scenario, you will practice the following: Enter Form W-2 data Enter interest income Report health coverage Claim Earned Income Credit Report dependent care expenses Complete e-file information Information about the primary taxpayer: Name: George Langston SSN: 105-XX-XXXX (use your company s EFIN in place of XX-XXXX) Birthdate: March 12, 1975 Address: 99 Briarwood Cir, Rome, GA Primary Telephone: (706) Occupation: Construction Information about the spouse and dependents: Additional items to note: In addition to their wages, the taxpayers received interest income from their savings account. Sandra covers the whole family on her insurance through work. No one else could claim the twins for Earned Income Credit, and the credit has never been reduced or disallowed. While the couple worked, the girls attended The Sunshine School, address 21 Montessori Cir, Cave Springs, GA The EIN is 34-9XXXXXX. They paid $1,200 per child for dependent care. They would like to e-file the return. His PIN is and Sandra s is If they receive a refund, they would like a paper check. Spouse Name: Sandra Langston SSN: 403-XX-XXXX (use your company s EFIN in place of XX- XXXX) Birthdate: September 27, 1980Occupation: Legal Aid Dependent Names: Elizabeth and Brittany Langston SSNs: 445-XX-XXXX and 446-XX-XXXX (use your company s EFIN in place of XX-XXXX) Birthdate: December 20, 2008 (twins) Available documentation: 4 Social Security Cards 1 Form W-2 1 Form 1099-MISC 1 Form 1099-INT
18 Scenario 5
19 Scenario 5
20 Scenario 5
21 Scenario 6 In this scenario, you will practice the following: Enter Form W-2 data Calculate shared responsibility payment Claim Earned Income Credit Claim Additional Child Tax Credit Complete e-file information Information about the primary taxpayer: Additional items to note: No one else helps Jane care for her children or could claim them as dependents. Neither Jane nor the boys have any health coverage. Check if they qualify for an exemption. If she is due a refund, Jane would like a paper check. Her PIN is Name: Jane Williams SSN: 106-XX-XXXX (use your company s EFIN in place of XX-XXXX) Birthdate: July 19, 1981 Address: 15 Prado Way, Claxton, GA Primary Telephone: (706) Occupation: Retail Information about the dependents: Dependent 1 Name: Wesley Williams SSN: 447-XX-XXXX (use your company s EFIN in place of XX- XXXX) Birthdate: July 7, 2001 Dependent 2 Name: Jamie Williams SSN: 448-XX-XXXX (use your company s EFIN in place of XX- XXXX) Birthdate: November 5, 2004 Available documentation: 3 Social Security Cards 1 Form W-2
22 Scenario 6
23 Scenario 7 In this scenario, you will practice the following: Determine correct filing status Enter interest and dividend income Determine if taxpayer qualifies for health care exemption Claim education credits Information about the primary taxpayer: Name: Jessica McDaniel SSN: 107-XX-XXXX (use your company s EFIN in place of XX-XXXX) Birthdate: March 12, 1995 Address: 1698 Ridge Dr, Lindale, GA Primary Telephone: (706) Occupation: Student Additional items to note: Jessica and Seth live with Jessica s mother, who pays all the household bills and helps take care of Seth while Jessica attends college. Jessica s mother is claiming both Jessica and Seth, but Jessica would like to receive a refund for the taxes she did pay. Though she did not work, Jessica received interest and dividend income throughout the year. Jessica would like to e-file the return. Her PIN is If she receives a refund, she would like a paper check. Available documentation: 1 Social Security Card 1 Form 1099-DIV 1 Form 1099-INT
24 Scenario 7
25 Scenario 7
26 Scenario 8 In this scenario, you will practice the following: Enter multiple Forms W-2 Report health coverage Claim Earned Income Credit Complete e-file information Information about the primary taxpayer: Name: Julia Holmes SSN: 108-XX-XXXX (use your company s EFIN in place of XX-XXXX) Birthdate: September 28, 1984 Address: 18 Green St, Silver Creek, GA Primary Telephone: (706) Occupation: Administrative Assistant Additional items to note: Julia lives alone with her daughter Annie. Julia covers herself and Annie on her insurance through work. No one else could claim Annie for Earned Income Credit, and the credit has never been reduced or disallowed. Julia would like to e-file the return. Her PIN is She would like a paper check. Information about the dependent: Dependent Name: Annie Holmes SSN: 618-XX-XXXX (use your company s EFIN in place of XX- XXXX) Birthdate: October 10, 2010 Available documentation: 2 Social Security Cards 2 Forms W-2
27 Scenario 8
28 Scenario 8
29 Scenario 8
30 Scenario 9 In this scenario, you will practice the following: Enter Form W-2 income Calculate shared responsibility payment Complete e-file information Information about the primary taxpayer: Name: Jeff Stark SSN: 109-XX-XXXX (use your company s EFIN in place of XX-XXXX) Birthdate: February 28, 1982 Address: 23 Marsh Creek, Centre, AL Primary Telephone: (706) Occupation: Manager Additional items to note: Jill and Jeff are married with no children. Neither taxpayer has health care coverage. They would like to e-file the return. Jeff s PIN is 10009, and Jill s is If the couple receives a refund, they would like a paper check. If they owe, they will send a check. Information about the spouse: Spouse Name: Jill Stark SSN: 409-XX-XXXX (use your company s EFIN in place of XX- XXXX) Birthdate: August 2, 1983 Available documentation: 2 Social Security Cards 1 Form W-2
31 Scenario 9
32 Scenario 10 In this scenario, you will practice the following: Enter Form W-2 income Enter dividend income Report child and dependent care expenses Claim Earned Income Credit Complete e-file information Information about the primary taxpayer: Name: Karen Barnes SSN: 110-XX-XXXX (use your company s EFIN in place of XX-XXXX) Birthdate: January 20, 1987 Address: 30 Marshall Ave, Rome, GA Primary Telephone: (706) Occupation: Part-time medical assistant Additional items to note: Karen is a single parent to Nicholas, and does not receive any assistance caring for him. Neither Karen nor Nicholas has health care coverage. In addition to her job, Karen received dividend income. She paid a nanny $3,100 to take care of Nicholas after school every day until she got home from work. The nanny s name is Theresa Simpson, SSN 449-XX-XXXX and her address is 91 West 52 nd St, Rome, GA She would like to e-file the return. Karen s PIN is Information about the dependent: Dependent Name: Nicholas Barnes SSN: 610-XX-XXXX (use your company s EFIN in place of XX- XXXX) Birthdate: September 4, 2009 Available documentation: 2 Social Security Cards 1 Form W-2 1 Form 1099-DIV
33 Scenario 10
34 Scenario 10
35 Scenario 10
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