Interview Notes Amy is single and 4 8 years old Amy has two children Wendy age 2 0 has a job and earned wages of 3 7 0 0 Kyle age 2 7 is totally and permanently disabled and received Social Security benefits of 5 5 0 0 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 2 0 2 4 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 Basic Scenario 8 Test Questions 2 0 Amys disability pension is reported as earned income wages a True b False 2 1 The most advantageous filing status that Amy can claim is a Single b Married Filing Separately c Head of Household d Qualifying Surviving Spouse QSS 2 2 Which of Amys children qualifies her to claim the Earned Income Tax Credit a Wendy b Kyle c Both Wendy and Kyle d Neither Wendy nor Kyle 2 3 Can Amy claim Wendy as a dependent a Yes because Wendy meets the qualifying relative test b Yes because Amy provided more than half of Wendys total support c Yes because Wendys gross income is less than 5 0 5 0 d All of the above 2 4 Amy anticipates a balance due for next year What actions should she take to prevent having a balance due a Submit a revised W 4 P to increase her withholding b Make estimated tax payments c Do nothing and file her return as usual d Both a and b