Basic Scenario 7: Gordon Ferris

Directions

Using the tax software, complete the tax return, including Form 1040 and all appropri-
ate 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

Gordons wife Ellen passed away in 2016 and he has not remarried. He is not sure of
his filing status for this year, but mentions he filed a joint return last year.
Gordon did not receive a Form 1099-INT, but called County Bank and confirmed that
in 2017 he received $25 of interest income in his savings account with no withholding
and no early withdrawal penalty.
Gordon won a $3,000 prize. He brought his Form W2-G.
Gordon was covered by Medicare Parts A and B for the whole year.
If Gordon receives a refund, he would like to deposit half into his checking account
and half into his savings account. Documents from his bank show that the routing
number for both accounts is: 111000025. His checking account number is 987654321
and his savings account number is 234567890.

Basic Scenarios 31
32 Basic Scenarios
Basic Scenarios 33
34 Basic Scenarios
Basic Scenarios 35
36 Basic Scenarios
Basic Scenarios 37