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Question: Advanced Scenario $9$: Joe Lopez Directions Using the tax software, complete the tax return, including Form $1040\text{Â }$and all appropriate forms, schedules, or worksheets. Answer the questions following the scenario. When entering Social Security numbers $($SSNs$)\text{Â }$or Employer Identification Numbers $($EINs$),\text{Â }$replace the Xs as directed, or with any four digits of your

Advanced Scenario $9$: Joe Lopez Directions Using the tax software, complete the tax return, including Form $1040\text{ }$and all appropriate forms, schedules, or worksheets. Answer the questions following the scenario. When entering Social Security numbers $($SSNs$)\text{ }$or Employer Identification Numbers $($EINs$),\text{ }$replace the Xs as directed, or with any four digits of your choice. Interview Notes $\mathrm{•}\text{ }$ Joe is age $41\text{ }$and was widowed in July, $2023.\text{ }$He has a daughter, Josie, age $9,\text{ }$who lived with him the entire year. $\mathrm{•}\text{ }$ Joe provided the entire cost of maintaining the household and over half of the support for Josie. In order to work, he pays childcare expenses to Southside Daycare of $$7,200.\mathrm{ }\mathrm{•}\text{ }$ Joe purchased health insurance for himself and his daughter through the Marketplace. He received a Form $1095-$A with yearly values for enrollment premiums of $$5,352,$second lowest cost silver plan of $$7,224\text{ }$and Advance Payment of Premium tax credit of $$4,656.\mathrm{ }\mathrm{•}\text{ }$Joe and Josie are U$.$S$.$citizens and lived in the United States all year in $2024.\text{ }$Joe has interest income of $$140.$He made contributions to a retirement account. His wages, tips other compensation is $$42,000,\text{ }$federal income tax withheld is $$1,700.$Social Security wages are $$43,500,$social security tax withheld is $$2,697\text{ }$Medicare wages and tips are $$43,500,$medicare tax withheld is $$630\mathrm{.}75\text{ }$and $12$A entry is D $$1,500.$His state income tax withheld is $$600.$Advanced Scenario $9$: Test Questions Directions Using the tax software, complete the tax return, including Form $1040\text{ }$and all appropriate forms, schedules, or worksheets. Answer the questions following the scenario. When entering Social Security numbers $($SSNs$)\text{ }$or Employer Identification Numbers $($EINs$),\text{ }$replace the Xs as directed, or with any four digits of your choice. $30.\text{ }$What is Joe's most advantageous filing status? a$.\text{ }$Single b$.\text{ }$Married Filing Separately c$.$Head of Household d$.\text{ }$Qualifying Surviving Spouse $($QSS$)\mathrm{ }31.\text{ }$Joe adjusted gross income on his Form $1040\text{ }$is $\_\_\_\_\_\_\_.\text{ }$a$.\text{ }$$$12,912\text{ }$b$.\text{ }$$$42,000$c$.\text{ }$$$42,112\text{ }$d$.\text{ }$$$42,140\mathrm{ }32.\text{ }$Joe is eligible to claim the Child Tax Credit. a$.\text{ }$True b$.\text{ }$False $33.\text{ }$Joe$\text{'}$s retirement savings contributions credit is$\_\_\_\_.\text{ }$a$.$$$0\text{ }$b$.\text{ }$$$100\text{ }$c$.\text{ }$$$150\text{ }$d$.\text{ }$$$1,500\mathrm{ }34.\text{ }$The total amount of Joe's net premium tax credit on Form $1040\text{ }$Schedule $3,\text{ }$line $9\text{ }$is $$696.\text{ }$a$.\text{ }$True b$.\text{ }$False $35.\text{ }$ Joe's child and dependent care credit from Form $2441\text{ }$is $\_\_\_\_\_?\mathrm{ }($Note: whole number only, do not use special characters.$)\text{ }$

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