Advanced Scenario 1: Aiden Smith Interview Notes Aiden is 19 years old, unmarried, and was a first-year full-time student working on a degree in accounting during 2018. He has never had a felony drug conviction. Aiden did not provide more than half of his own support and can be claimed as a dependent by his mother. Aidens income was $4,000 in wages working as a part-time cook at a fast food restaurant. Aiden received Form 1098-T indicating $5,000 for payments received for qualified tuition and related expenses in Box 1. He received $8,500 in scholarships and grants, which was reported in Box 5. Aidens scholarship was used to pay for room and board, tuition, and books. The cost of his books was $845. Aiden is a U.S. citizen with a valid Social Security number.

Advanced Scenario 1: Retest Questions 1. Aidens scholarship is NOT taxable and does NOT need to be reported on his tax return. a. True b. False 2. Which of the following is NOT a qualified education expense? a. Tuition b. Books c. Room and board d. Lab fees required for enrollment

Advanced Scenario 2: Sean Yale Interview Notes Sean is 49 and his divorce became final on October 21, 2018. He pays all the cost of keeping up his home in the United States. He earned $38,000 in wages in 2018. Seans daughter, Sonya, lived with Sean all year. She is 18, single, and had $4,000 in wages in 2018. Sonyas son, Jimmy, was born on November 17, 2018. Jimmy lived in Seans home all year. Sean provides more than half of the support for both Sonya and Jimmy. Sean, Sonya, and Jimmy are all U.S. citizens with valid Social Security numbers.

Advanced Scenario 2: Test Questions 3. Sean is able to claim the credit for other dependents for Sonya. a. True b. False 4. Who can Sean claim as a qualifying child(ren) for the earned income credit? a. Sean has no qualifying children. b. Sean can claim Jimmy, but not Sonya. c. Sean can claim Sonya, but not Jimmy. d. Sean can claim both Sonya and Jimmy. 5. Which of the following statements is true? a. Sean must file Married Filing Separately because he was not considered single for the entire year. b. Sonya and Jimmy are qualifying persons for Sean to file Head of Household. c. Sean has to file Single. d. Sean can choose to file a joint return with his ex-wife because his divorce was not final until October 21, 2018.