TR 23.3 Ruth Taxpayer Tax Scenario & Facts
Task
File the tax returns based on Tax Scenario & Facts, W-2 (Wage and Tax Statement) provided below.
Please note:
- Open each tab and review the scenarios and forms before beginning.
- Each forms are not linked, but may be helpful in understanding and accurately completing the assessment.
- Enter values as plain text. For Ex: if the value is 11,000 – Enter it as 11000.
- For SSN, follow same format as mentioned in the Tax Scenario & Facts.
- Each page of the form is provided with button to view Question Text (i.e Tax Scenario & Facts) and W-2 (Wage and Tax Statement).
| Taxpayer | Spouse | Dependent | |
| Information | Information | Information | |
| Name | Ruth Taxpayer | Henry Taxpayer | Amy Taxpayer |
| Address | 123 Main St. Big Rock, TN 37023 | Unknown | 123 Main St. Big Rock, TN 37023 |
| Marital Status | Married | Married | Single |
| SSN | 305-44-0001 | 305-44-0002 | 305-44-0003 |
| DOB | 05-11-1975 | 05-11-1970 | 01-01-2020 |
| Occupation | Store Clerk | Construction worker | |
| Daytime Telephone | (650) 555-1234 |
Henry and Ruth are having marital issues and have decided to get a divorce. Henry did not live with the taxpayer at any time in the 2023 tax year, and they didn’t communicate; they are still married as of 12/31/2023.
Taxpayer did not serve in the Military. The taxpayer lived in TN all year. Ruth has provided more than half of the support of her dependent child and paid more than half of the cost to run her home in 2023.
Ruth Earned $26.263.00 in taxable income from her job in 2023. Her spouse is a construction worker. Ruth also made $500 in taxable interest from a savings account with her local bank.
Ruth has no itemized deductions. No foreign assets or accounts, No crypto.
Ruth has marketplace insurance. She is the only one insured with the
marketplace, her dependent is not part of the marketplace insurance.
Amy lived with Ruth for 210 nights.
If any facts are missing, please assume they do not apply to the taxpayer.
She paid $6,000 for Amy’s daycare to:
Big Rock elementary school
130 Main St
Big Rock TN 37023
EIN 99-99999992
W-2 statement : Click Here
1099-INT : Click Here
1095-A : Click Here
Helpful Links:
https://www.irs.gov/
https://www.irs.gov/pub/irs-prior/p17 — 2023.pdf
Use the following link (IRS Earned Income Credit Table) to Calculate the Earned Income Credit for the taxpayer (Form 1040, Line 27): https://www.irs.gov/pub/irs-prior/i1040tt-2023.pdf
Solution – Ruth Taxpayer – Henry and Ruth are having marital issues
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