Question: Advanced Scenario 9: Joe Lopez Interview Notes Joe is age 41 and was widowed in July, 2023. He has a daughter, Josie, age 9, who

Advanced Scenario 9: Joe Lopez

Interview Notes

Joe is age 41 and was widowed in July, 2023. He has a daughter, Josie, age 9, who lived with him the entire year.

Joe provided the entire cost of maintaining the household and over half of the support for Josie. In order to work, he pays childcare expenses to Southside Daycare.

Joe purchased health insurance for himself and his daughter through the Marketplace. He received a Form 1095-A.

Joe and Josie are U.S. citizens and lived in the United States all year in 2024.

Using the tax software, complete the tax return, including Form 1040 and all appropriate forms, schedules, or worksheets. Review this taxpayer's scenario information, Intake/Interview Sheet, and other tax forms in Publication 6744 (or click here to download this scenario).

Advanced Scenario 9: Retest Questions

Joe can claim the Qualifying Surviving Spouse filing status.

a. True

b. False

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