Intermediate Scenario 1: Kathy Greenlee
Interview Notes
• Kathy is a 53-year-old elementary school teacher.
• Kathy spent $400 on school supplies for the year.
• Kathy is divorced and her unmarried 27-year-old son Alex lived with her all of 2011. Alex is not disabled.
• Alex's only income is $3,545. • Kathy paid all the household expenses and provided over half of Alex's support. • Kathy and Alex are U.S. citizens and have valid social security numbers.
Test Questions
1. Find Kathy's correct filing status is Head of Household. a. True
b. False
2. What are the needs for Kathy to claim an educator expense adjustment?
a. She must teach grades K-12 b. She must have worked at least 900 hours through the school year c. She must have out of pocket expenses for school supplies
d. All of the above