In this case Don and Deirdre will be considered married for the entire tax year as they have been legally married but living apart. Also they have not made any action or decision to legalize their separation. Don cannot file as head of household as he is not unmarried and will be not considered unmarried.
Don’s father has a gross yearly income of 2500+3950 = $6,450. This is above the threshold amount of $4,150 set for 2018 returns. Thus Don’s father cannot be claimed as a dependent and hence Don cannot file as head of household.
Here Don can either elect to file a joint return or file separately (this choice is entirely his). Thus Don’s filing status will be either married filing jointly status or married filing separately filing status.
Don and Deirdre are married but they have not lived together for the last three years....
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...
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 ....
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...
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...
Determine the appropriate number of Qualified Dependents for the following taxpayer: T) is unmarried and supports his son and his son's wife, both of whom lived with him for the entire year. His son and daughter-in-law (both age 20) file a joint return to get a full refund, as their gross income was $3,500. Both son and daughter-in-law are full-time students at a local college. QUESTION 2 Identify the best Filing Status for the following taxpayer: Ted is divorced and...
1. Peter and Susan Dillon are married and have two children: Paul, age 22 and a full-time student during the entire year and Mary, age 18. Paul has $6,000 in taxable interest income and Mary has $5,000 in taxable dividend income. Peter and Susan provide over half of the support of both children, who live at home. Neither child is married. Which of the following statements is true? a. Paul qualifies as a dependent of the Dillons b. Mary qualifies...
Question #1 Milo is required to file a federal tax return? a) True or b) Fales Read scenario: Aurora and Oscar separated in 2017 and divorced in October 2019. She earned $40,000 in wages and paid more than half the cost of keeping up her home in 2019. Aurora and Oscar have a son, Milo, who is 17 years old and unmarried. Aurora signed Form 8332 (Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent) allowing Oscar...
Aurora and Oscar separated in 2017 and divorced in October 2019. She earned $40,000 in wages and paid more than half the cost of keeping up her home in 2019. Aurora and Oscar have a son, Milo, who is 17 years old and unmarried. Aurora signed Form 8332 (Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent) allowing Oscar to claim Milo in 2019. Milo is a full-time student working towards a degree in computer information systems....
Aurora and Oscar separated in 2017 and divorced in October 2019. She earned $40,000 in wages and paid more than half the cost of keeping up her home in 2019. Aurora and Oscar have a son, Milo, who is 17 years old and unmarried. Aurora signed Form 8332 (Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent) allowing Oscar to claim Milo in 2019. Milo is a full-time student working towards a degree in computer information systems....
Basic Scenario 1: Jeff and Linda Arnold Interview Notes .Jeff and Linda got married in December of 2018. They are both U.S. citizens with valid Social Security numbers. They do not elect to file a joint return for 2018. Jeff worked all year and received wages of $32,000. He received full health insur- ance coverage from his employer all year. Linda worked part-time at a book store January through September. She earned $9,000 for the year. In November, she started...