2.19 Case Study 2.1 Henry L. Carr

Using the information below, prepare a return for Henry L. Carr. You will find the forms you need in the study guide in Chapter 2. If you prefer using online, fillable forms, there are links at the end of the case study.

Taxpayer Information

Taxpayer name:	Henry L. Carr
Taxpayer SSN:	749-01-0103
Taxpayer DOB:	March 5, 1999
Health care coverage:	12 months through parent's employer
Address:	2004 Frozone Lane, Apt. 15
	Your City, YS XXXXX
Living arrangement:	Taxpayer rents an apartment
Cell phone:	(XXX) 555-0103; Preferred: Morning; FCC: Yes; OK to Call
Work phone:	(XXX) 555-0123
Taxpayer email:	hlcarr@net.net
Taxpayer occupation:	Student

Henry is single. His SSN is valid for work in the U.S. and was received before the original filing due date of his return (including extensions). He is a U.S. citizen. His parents can and will claim him as a dependent. Henry did not provide his drivers license or state identification. He does not wish to designate $3 to the Presidential Election Campaign Fund. He is not blind or disabled. Henry was a full-time student in 2018.

Henry does not have authority over a foreign account, and he did not receive a distribution from, nor was he the grantor of or transferor to, a foreign trust. Henry did not suffer a casualty loss during 2018. He has not received a notice from the IRS or any state or local taxing authority within the last year. The IRS has not issued an Identity Protection ID Number for his return.