Basic Scenario 6: Linda Findlay Interview Notes

Linda is married but did not live with or have contact with her spouse this tax year She does not know where he is She indicated on her intake sheet that she is not legally separated

Linda does not have children or any other dependents

Linda worked as a clerk and earned $47,000 in wages She had no other income

In 2016, she took a computer class at the community college to improve her job skills

She has a student account statement showing she paid $900 for tuition

She paid $300 for a course book that she ordered from an online bookseller Purchase of the book was not a requirement of enrollment

She also paid $50 for a parking permit that was not a requirement of enrollment

Linda does not have enough deductions to itemize

Linda is a U S citizen with a valid Social Security number

Basic Scenario 6: Retest Questions

12 Lindas ling status is Single.

a True

b False

13 Linda is eligible to claim the lifetime learning credit

a True

b False