Scenario: William Carter  **from AARP-sent to me by Taxaide volunteer
                 Summary:  Self-employed, pays for health insurance, has annuity
                  Click Here for: Intake form and supporting documents
                                            Completed tax return

Scenario: Ronald Brown & Veronica Snyder
                 Summary:  Newly married, have a son, there are college expenses, interests, scratch-off lottery winnings, jury duty, IP Pins...
                  Click here for: Intake Form and supporting documents
                                            Completed tax return

Scenario: Beverly Blanchard (From Brad's set of scenario's--see below)
                  Summary: Divorced, has twin kiddos that lived with her all year. Her sister and sister's boyfriend moved in with her; she brought her 2019 & 2020 returns with her as instructed, but not sure why; she withdrew money in 2020 from her retirement account because of COVID  and decided to have the income spread over a three year period.  As of 12/21/21 this was not able to be entered in Taxslayer.  https://drive.google.com/file/d/1Pc_gSl8S9qNMkmWZoNA_8jlLzXBdIZ_Y/view
​                  Click here for: Intake form and supporting documents
                                           Completed tax return

 Scenario: Nancy Reagan
                 Summary: Spouse died in 2021, raising grandkids, daycare expenses, received ACTC, 
                 Click Here For: Intake Form & Supporting Documents
                                           Completed Return

A fabulous VITA volunteer and professor, Brad, from Alabama puts together some amazing resources each year:
Dear Iris letters and Practice Scenarios.  Below are the links to access the resources.
You need to use this password to access the sites: TRAINPROWEB

DEAR IRIS- HOW WOULD YOU RESPOND?

PRACTICE SCENARIOS