TR 23.6 Jim & Dana Taxpayer Task File the tax returns based on Tax Scenario & Facts. Form W2 provided below. Tax Scenario & Facts Jim Taxpayer needs you to prepare his 2023 1040 tax return. He is an elementary school teacher at Educational Endeavors, a private school in Tennessee. He is married to his […]
TR 23.13 Henry & Ruth TaxpayerTaskFile the tax returns based on Tax Scenario & Facts, Form W2 provided below. 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. Henry has teacher expenses to deduct, and […]
TR 23.12 Dana Taxpayer Task File the tax returns based on Tax Scenario & Facts, Form W2 and 1098-T provided below. Tax Scenario & Facts Meet Dana Taxpayer. Dana is a middle school teacher in Knoxville, TN. Dana’s husband Mark passed away on July 17, 2022. Dana does not own any digital assets. She owns […]
TR 23.11 Henry & Ruth Taxpayer Task File the tax returns based on Tax Scenario & Facts, Form W2 and 1098-T provided below. Tax Scenario & Facts Taxpayer Spouse Dependent Name Henry Taxpayer Ruth Taxpayer Amy Taxpayer Marital Status Married Married Single SSN 305-44-0002 305-44-0001 305-44-0003 DOB 5/11/1970 5/11/1975 1/1/2015 Occupation Construction worker Manager […]
Tax Scenario & Facts Jennifer Taxpayer needs you to prepare her 2023 1040 tax return. She is an elementary school teacher at a private school in Tennessee. She is married to her husband Parnel and they wish to file married filing separately. Her only income is from one W-2 and bank interest listed on two […]
TR 23.5 Juan and Maria Taxpayer TaskFile the tax returns based on Tax Scenario & Facts, Form 1099-INT, Form SSA-1099-SM, Form 1099-DIV, Form 1099-R, Standard Deduction Chart provided below. Tax Scenario & Facts: Juan and Maria Taxpayer are a retired couple who live in Nashville, TN. They own their home, and do not have a […]
TR 23.4 Ruth Taxpayer Task File the tax returns based on Tax Scenario & Facts, Form W2, 1099-DIV and 1099-INT 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: […]
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: Taxpayer Spouse Dependent Information Information Information Name Ruth Taxpayer Henry Taxpayer Amy Taxpayer Address 123 Main St. BigRock, TN 37023 Unknown 123 Main St. BigRock, TN 37023 […]
Tax Scenario & Facts – Jane Taxpayer Jane Taxpayer needs you to prepare her 2023 1040 tax return tax return. She is a nuclear physicist at a private research facility in Tennessee. She is married to her husband Leroy and they wish to file married filing separately.Jane has two children from a previous relationship. Both […]
TR 23.1 Julie Taxpayer Julie Taxpayer is store clerk at a small gift store in Nashville, TN. Her employer does not offer health insurance to their employees, and Julie obtained health insurance for all of 2023 through the Healthcare.gov Tennessee marketplace. Name : Julie TaxpayerAddress : 1 Songbird Way, Nashville, TN 37152Phone : (555) 555-1212DOB […]
