Basic Scenario $1$: Adam Baker

Interview Notes

$$ Adam is $38$ years old and has never been married.

$$ Benjamin, age $15,$ is Adam$$s brother who lived with him all year. Adam provided all of Benjamin's support

and provided over half the cost of keeping up the home.

$$ Adam earned $$46,000$ in wages.

$$ Adam is blind and cannot be claimed as a dependent by another taxpayer.

$$ Adam and Benjamin are U$.$S$.$ citizens, have valid Social Security numbers, and lived in the U$.$S$.$ the entire

year

Basic Scenario $1$: Test Questions

$1.$ What is the most advantageous filing status allowable that Adam can claim on his tax return for $2023?$

a$.$ Single

b$.$ Head of Household

c$.$ Qualifying Surviving Spouse $($QSS$)$

d$.$ Married Filing Jointly

$2.$ Adam can claim a higher standard deduction because he is blind.

a$.$ True

b$.$ False