Advanced Scenario 4: Bill JohnsonInterview Notes
Bill is 31 years old, married, and lived with his spouse Michelle from January 2018 to September 2018 . Bill paid all the cost of keeping up his home . He indicated that heis not legally separated and he and Michelle agreed they will not a file a joint return.
Bill has an 8-year-old son, Daniel, who qualifies as Bill’s dependent.
Bill worked as a clerk and his wages are $20,000 for 2018 . His income tax before credits is $500 .
In 2018, he took a computer class at the local university to improve his job skills .
Bill has a receipt showing he paid $1,200 for tuition . He paid for all his educational expenses and did not receive any assistance or reimbursement .
Bill does not have enough deductions to itemize .
Bill, Michelle, and Daniel are U .S . citizens with valid Social Security numbers .
Advanced Scenario 4: Retest Questions
8 . Bill is not able to file Head of Household nor claim the earned income credit or
education credit . a . True b . False