TY2022 Scenarios and Results (Realistic Ones!) --
Note: I did not have a Quality Reviewer on these so if we don't agree--double check your work and then contact me as I am human.
Note: I did not have a Quality Reviewer on these so if we don't agree--double check your work and then contact me as I am human.
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Adams --- Certification Level: Basic
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BUTLER -- Certification Level: Basic
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Campbell -- Certification Level: Advanced
Self-employment, 16 years old
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Davis -- Certification Level: Advanced
Marketplace, stocks
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More scenarios can be found on other pages like: Self employment and Education and Marketplace
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Capital Gains Scenarios |
Below is from 2021--not updated for results but practice entering!!!
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
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---not updated-- was for prior year...
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
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
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
Summary: Spouse died in 2021, raising grandkids, daycare expenses, received ACTC,
Click Here For: Intake Form & Supporting Documents
Completed Return
PRACTICE SCENARIOS |