Basic Scenario : Jasmine Harris
Interview Notes
Jasmine is single and turned years old on October
Jasmine worked as a public historian at the local library and earned wages of $ Jasmine also
received Social Security benefits of $ She received a taxable pension of $
She retired from her previous job on October During her career she contributed pretax dollars to a qualified k retirement plan through her employer.
Jasmine cannot be claimed as a dependent by another taxpayer. Jasmine is a US citizen with a valid Social Security number.
Basic Scenario : Test Questions
Jasmine does not qualify to claim the Earned Income Tax Credit because:
a She does not meet the age requirement
b She exceeds the earned income requirement c She does not have a qualifying child
d Both a and b
Jasmine must take her first required minimum distribution by April
a True b False
