Basic Course Scenarios and Test
Questions with Verified Correct
Answers
Basic Scenario 1: Tom Brown
Interview Notes
• Tom is 36 years old and has never been married.
• Frank, age 13, is Tom's nephew who lived with him all year. Tom provided all of his support and
provided over half the cost of keeping up the home.
• Tom earned $44,000 in wages.
• Tom is blind and cannot be claimed as a dependent by another taxpayer.
• Tom and Frank are U.S. citizens, have valid Social Security numbers, and lived in the U.S. the entire
year.
1. What is the most advantageous filing status allowable that Tom can claim on his tax return for
2022?
a. Single
b. Head of Household
c. Qualifying Surviving Spouse (QSS)
d. Married Filing Jointly
2. Tom can claim a higher standard deduction because he is blind.
a. True
b. False - 1. Head of Household
2. True
Basic Scenario 2: Lewis and Oneida Monroe
Interview Notes
• Lewis, age 26, and Oneida, age 25, are married and will file a joint return.
, • They cannot be claimed as dependents by another taxpayer.
• Lewis and Oneida have no children or other dependents.
• Both work and neither are full-time students. Lewis earned wages of $15,400 and Oneida earned
wages of $5,600.
• Lewis and Oneida are U.S. citizens and have valid Social Security numbers.
• Lewis and Oneida have investment income of $5,000.
3. Lewis and Oneida are eligible to claim the Earned Income Tax Credit (EITC).
a. True
b. False
4. Lewis and Oneida's investment income of $5,000 disqualifies them for the Earned Income Tax
Credit (EITC).
a. True
b. False - 3. True
As per IRS, to claim the Earned Income tax credit, there are some basic qualifying rules that need to
be satisfied like:
1. Taxpayer has worked & earned wages under $57,414
2. Taxpayer must have a social security number that is valid for the employment at the time of the
due date of the return
3. He/ She has an investment income of less than $10,000 in the tax year
4. Must have U.S. citizenship status
4. False
One of the rules to qualify for EITC is that the investment income should be less than $10,000 in the
tax year. They have a $5,000 investment income which is under the limit so they do not get
disqualified and are eligible for EITC.
Basic Scenario 3: Sebastian and Ashley Miller
Interview Notes
• Sebastian and Ashley Miller are married and always file Married Filing Jointly.
• Sebastian earned $32,000 in wages and Ashley earned $24,000 in wages.
Questions with Verified Correct
Answers
Basic Scenario 1: Tom Brown
Interview Notes
• Tom is 36 years old and has never been married.
• Frank, age 13, is Tom's nephew who lived with him all year. Tom provided all of his support and
provided over half the cost of keeping up the home.
• Tom earned $44,000 in wages.
• Tom is blind and cannot be claimed as a dependent by another taxpayer.
• Tom and Frank are U.S. citizens, have valid Social Security numbers, and lived in the U.S. the entire
year.
1. What is the most advantageous filing status allowable that Tom can claim on his tax return for
2022?
a. Single
b. Head of Household
c. Qualifying Surviving Spouse (QSS)
d. Married Filing Jointly
2. Tom can claim a higher standard deduction because he is blind.
a. True
b. False - 1. Head of Household
2. True
Basic Scenario 2: Lewis and Oneida Monroe
Interview Notes
• Lewis, age 26, and Oneida, age 25, are married and will file a joint return.
, • They cannot be claimed as dependents by another taxpayer.
• Lewis and Oneida have no children or other dependents.
• Both work and neither are full-time students. Lewis earned wages of $15,400 and Oneida earned
wages of $5,600.
• Lewis and Oneida are U.S. citizens and have valid Social Security numbers.
• Lewis and Oneida have investment income of $5,000.
3. Lewis and Oneida are eligible to claim the Earned Income Tax Credit (EITC).
a. True
b. False
4. Lewis and Oneida's investment income of $5,000 disqualifies them for the Earned Income Tax
Credit (EITC).
a. True
b. False - 3. True
As per IRS, to claim the Earned Income tax credit, there are some basic qualifying rules that need to
be satisfied like:
1. Taxpayer has worked & earned wages under $57,414
2. Taxpayer must have a social security number that is valid for the employment at the time of the
due date of the return
3. He/ She has an investment income of less than $10,000 in the tax year
4. Must have U.S. citizenship status
4. False
One of the rules to qualify for EITC is that the investment income should be less than $10,000 in the
tax year. They have a $5,000 investment income which is under the limit so they do not get
disqualified and are eligible for EITC.
Basic Scenario 3: Sebastian and Ashley Miller
Interview Notes
• Sebastian and Ashley Miller are married and always file Married Filing Jointly.
• Sebastian earned $32,000 in wages and Ashley earned $24,000 in wages.
