Scenario: Anderson (from 2018 NTTC Workbook)
Anderson – Interview Notes
  • Ronald retired from the Navy in 1980 after 20 years of service. He then worked in construction until 2003. Although the company he worked for did not have a retirement plan, he was able to fund IRAs for both himself and Marilyn.
  • They no longer have a mortgage but they did pay $2,987 in property tax last year. They also had some doctor and prescription co-pays totaling $987.43 and contributed $4,700 to their church.
  • They indicated they paid college expenses last year because they helped out their son’s family by paying $3,000 towards their granddaughter’s tuition. She is a junior pursuing her degree in accounting and has never been convicted of a crime.
  • They would like direct deposit if they are entitled to a refund or direct debit from their account if they have an amount due.
To think about: The Andersons said they heard there was a way that they could take advantage of their
charitable contribution to their church and ask if you know how.

Click Here to Download the PDF for this scenario. Anderson intake form and tax documents.

Below is video modeling entering this tax return:
More Scenarios:  
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Please note: I, Mary Meador, AM NOT a certified accountant or tax law expert. I volunteer with VITA providing free tax preparation for individuals and families whose income is less than $66,000 a year. We deal with simple returns at our sites.  I cannot guarantee the accuracy of all the information on this site as tax laws change and I may not have a clear understanding of complicated issues. I am trying to provide basic tax preparation information for our volunteers to get started--remember Publication 4012 is your go-to resource for questions, as well as irs.gov and Publication 17. ​