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  2018  Practice Advance Scenario #1 --Multiple ACA Issues
The clients: one has an ITIN, they have 2 adult kids and their grandchild living at home with them; the husband has a W2 and is also self-employed. He has cash income along with a 1099-MISC and business expenses; the wife has a W2 and a 1099R that requires the taxable portion be calculated. They have day care expenses, two family members had no MEC insurance, one was covered part of the year, and one all year. 
Then... There is Version 2, 3, and 4 where everything remains the same except the health insurance scenario changes, this was we don't have to create time consuming new returns and can see how one change affects the clients. 
Healthcare topics: exemptions, shared responsibility payments, no insurance, offer of insurance through work at two different amounts, using marketplace tool, determining affordability, and 1095-A Marketplace insurance)  
       Intake Form             Interview Notes       
  Tax Documents         Powerpoint      1095A for Version 4        
                                                         Final 1040's for all scenarios is on the bottom of this page 
                        How-To Video: Calculate the Taxable Portion of Retirement using the simplified Method

Use this Awesome Tool: https://cotaxaide.org/tools/Annuity Calculator.html for calculating taxable portion--see how the Employee Contributions are spread out over time.

I have to give credit to United Way Bay-EarnItKeepItSaveIt (they have great resources), I took this scenario from their site and modified it. I turned this into a 3 hour facilitated practice training. 
Final 1040's.   Version 1 has all the pages of the tax return, schedules, and 8879.
Since we did not change the scenario except for the healthcare, I have included only the pages of Version 2 through 4 that are different.
                               Version 1 (full set)              Version 2                  Version 3                        Version 4
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You can contact me at maryvitataxes@gmail.com 
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. ​