Question

Advanced Scenario 4: Bill Johnson Interview 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 he is 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 .

9 . The maximum amount of the refundable additional child tax credit Bill is allowed to claim on Schedule 8812 is $1,400 .

a . True b . False

Answer 1