Income Tax Course (2020) Workbook Software Simulation

Case Study 1 – Claudette J. Artois

Taxpayer Information

Claudette J. Artois 751-10-1051 September 15, 1987 Administrative assistant

3419 Summerville Avenue, Apt. 19 Kansas City, MO 64105

(816) 555-1001; Preferred: Anytime; FCC Yes, OK to call

(816) 555-5501; Morning; FCC: No, OK to call cartois@net.net

Did everyone in the household have health insurance in 2019? Yes
Total months covered through a state exchange or federal marketplace: 0 Total months covered through another plan: 12
Was a Form 1095-A issued? No

Claudette is new to H&R Block, is single, and lives alone in the apartment that she rents. Her SSN is valid for work in the U.S. and was received before the original filing due date of her return (including extensions). She is a U.S. citizen. No one may claim her as a dependent. Claudette does wish to designate $3 to the Presidential Election Campaign Fund. She is not blind or disabled. She is not a student.

Claudette did not suffer any casualty losses during the current tax year. She did not receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency. Claudette does not have a financial interest in or signature authority over a foreign account, and she did not receive a distribution from, nor was she the grantor of or transferor to, a foreign trust. The IRS has not issued an Identity Protection ID Number for her return. She has not received a notice from the IRS or any state or local taxing authority within the last year.

Claudette consents to H&R Block Personalized Services. She provided her driver’s license information from your state, DL#7020011, issued on March 1, 2014, and it expires on March 2, 2021.

Income Tax Course (2020) Workbook Software Simulation

Case Study 1 – Claudette J. Artois Information Documents