Basic Scenario 7: Gordon Ferris and Ellen Mercer

Directions
Using the tax software, complete the tax return, including Form 1040 and all appropriate forms, schedules, or worksheets. Answer the questions following the scenario.
Note: When entering Social Security numbers (SSNs) or Employer Identification
Numbers (EINs), replace the Xs as directed, or with any four digits of your choice.

Interview Notes
Gordon and Ellen are married and want to file a joint return.
Gordon did not receive a Form 1099-INT, but called County Bank and confirmed that
in 2016 they received $9 of interest income in their savings account with no withholding and no early withdrawal penalty.
Gordon bought a $25 raffle ticket and won a $3,000 prize. He brought his Form
W2-G.
Gordon was covered by Medicare Parts A and B for the whole year. Ellen had no
health insurance all year, and does not qualify for any coverage exemptions.

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