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CASH Practice Returns

Client #1 – Jeremy Brown (BASIC)

• Scenario 1 – Single, parents claim, W-2 Income
• Scenario 2 – Single, able to claim self,W-2 Income

Client #1 – Scenario 1 Answer

Client #1 – Scenario 2 Answer

 

Client #2 – Latisha Jones (BASIC) 

Topics Covered:

• Filing Status
• W-2 Income
• Dependent Care Expenses
• Education Credits
• Retirement Savings Credit

Client #2 Answer

 

Client # 3 – Sue Lake (BASIC/ADV)

Topics Covered:

• Filing Status – Deceased Spouse
• Multiple Income Sources
• NY State Tax Refund (does not itemize)
• Education Credits

Client #3 Answer

 

Client #4 – The Ponds (BASIC/ADV)

Topics  Covered:

• Filing Status
• Social Security Income
• Retirement Income (Private and Public)

Client #4 Answer

 

Client #5 – Mary Market (ADV)

Topics Covered:

• Filing Status
• Multiple Income Sources (early withdrawal of pension with partial exemption); Self- Employment Income
• Day Care Expenses
• Education Credits
• Marketplace coverage all year

Client #5 Answer

 

Client #6 – Betsy Smith

Topics Covered:

• Scenario 1 (Basic) – Social Security and small pension
o NYS IT-214
• Scenario 2 (Adv)– Add Stock Sales and Pension with Taxable Amount not Determined

Client #6 – Scenario 1 Answer

Client #6 – Scenario 2 Answer

 

Client #7 – John Wilson (BASIC)

Topics Covered:

• Filing Status
• W-2 Income (prior yearW-2 in paper work)
• NYS IT-209
• No Bank Account

Client #7 Answer

 

Client #8 – Hudson River (ADV)

Topics Covered:

• Part Year Health Ins through Market place
• Without Ins for 1 month
• Share-Ride Income

Client #8 Answer