Tax Scenario & Facts
Henry & Ruth Taxpayer live in Nashville, TN with their two children. Henry is a teacher at a Waldorf school, and Ruth is a doctor paid hourly (She is not an exempt employee). Henry has teacher expenses to deduct, and contributes to an HSA through his employer.
| Name | Relationship | DOB | SSN |
| Henry Taxpayer | Father | 01-01-1985 | 305-44-0001 |
| Ruth Taxpayer | Mother | 01-01-1990 | 305-44-0002 |
| Aaron Taxpayer | Son | 02-02-2013 | 305-44-0003 |
| Brenda Taxpayer | Daughter | 04-04-2014 | 305-44-0004 |
Henry & Ruth live with their children at 1234 Spring Lane, Nashville, TN 37122
- Henry & Ruth will take the standard deduction for their filing status.
- Ruth has $22,149 of Overtime wages included within her W-2 wages.
- Henry has teacher expenses of $575.
- Henry received dividends from stock purchased in January 2025.
- Henry has a high deductible health plan for his family through his employer. He contributes to an HSA through his employer and receives matching contributions.
- Henry & Ruth did not own a foreign back account, and did not have a disaster distribution. They do not want to contribute to the presidential election campaign, and did not own or sell any crypto or digital assets.
Please assume anything not addressed above does not apply to this scenario.
Helpful Links:
https://www.irs.gov/pub/irs-pdf/p17.pdf
Solution – Henry & Ruth Taxpayer live in Nashville, TN with their two children
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