1. Practice Scenario

2. The Goodman’s
Trey pays all of the household expenses to support himself and his child.

3. Intake and Interview
What do we need to pull from this page. Where does it go.

4. Filing Status

5. Q.C. – H.O.H. + extra $3,900 Exemption
Relationship Test
Age Test
Residency Test
Support Test
Q.R. – Exemption Only
You are the one entitled to claim this person
Relationship test/residency test
Income Test

6. Intake and Interview What tax documents will we need?
Explain why we have the taxpayer fill this out.
Go through and explain some of the more tricky ones
Let the group know that child support and welfare benefits are not taxable income
Based on the boxes checked we know there should be at least one W2 provided

7. Intake Continued
What tax documents are we expecting based on the boxes checked?
Standard deduction vs. Itemized deduction
What is an HSA?
1,2,3 need extra certifications.

8. W2

9. 1099-G

10. Student Loan Interest

11. Does he qualify for EITC?
Unmarried
Married Filing Jointly
Number of Kids
$46,997
$52,427  3
$43,756
$49,186 2
$38,511
$43,941  1
$14,590
$20,020