Chloe is single, a US citizen, and has a valid Social Security number. No one else lives in the household

with her. She turned in

Chloe worked full time. Her total income from wages is $ She has no other income. She is covered

by a retirement plan at work.

Chloe contributed $ to her traditional IRA in

Chloe owns her home in the US where she lived as her principal residence all year. She made the

following energy efficient improvements to her home in These purchases meet the energy efficiency

and other requirements to claim the energy efficient home improvement credit:

$ on a home energy audit

$ on new windows

$ on a new natural gas hot water boiler

  

Chloe visits your site in February and says she wants to make the maximum IRA contribution for

How much more can she contribute?

  

What is the maximum amount of qualified expenses for the energy efficient home improvement credit

that Chloe can claim for her home improvements?

  

Interview Notes

Chloe is single, a US citizen, and has a valid Social Security number. No one else lives in the household

with her. She turned in

Chloe worked full time. Her total income from wages is $ She has no other income. She is covered

by a retirement plan at work.

Chloe contributed $ to her traditional IRA in

Chloe owns her home in the US where she lived as her principal residence all year. She made the

following energy efficient improvements to her home in These purchases meet the energy efficiency

and other requirements to claim the energy efficient home improvement credit:

$ on a home energy audit

$ on new windows

$ on a new natural gas hot water boiler

  

The maximum IRA contribution Chloe can make for is $

a True

b False

Chloe can claim $ as qualified expenses for the energy efficient home improvement credit.

a True

b False