Interview Notes

$$ Amy is single and $48$ years old.

$$ Amy has two children. Wendy, age $20,$ has a job and earned wages of $$3,700.$ Kyle, age $27,$ is totally and

permanently disabled and received Social Security benefits of $$5,500.$ Both children lived with her all year.

$$ Amy paid all the cost of keeping up the home and more than half the support for her children.

$$ Amy received disability pension benefits, but she has not reached the minimum retirement age of her

employer$$s plan.

$$ She does not have enough expenses to itemize for the $2024$ tax year.

$$ Amy, Wendy, and Kyle are U$.$S$.$ citizens and have valid Social Security numbers. They all lived in the

United States for the entire year.

$$ If she has any balance due or refund, she would like to use New Bank and Trust. Amy provided a voided

check.

Wendy qualifies Amy for the Earned Income Tax Credit $($EITC$).$

a$.$ True

b$.$ False