BETHBRANCH
INTERVIEW NOTES
THE FOLLOWING INTERVIEW NOTES ARE TO BE USED IN CONJUNCTION WITH THE INTAKE/INTERVIEW
WOULD LEARN BY CONDUCTING AN INTERVIEW WITH THE TAXPAYER WHEN THEY SIT DOWN WITH
TAXRETURN.
add 7 years to each of their birthdates, so in the case of Beth's son,his birth year would be 2017 not 2010.
Beth Branch was married but got divorced three years ago. A Beth has one child, Jeff, who lived with her all of the tax year except for the weekends when he stays with his father. Beth pays all of the household expenses and provided 100% of Jeff's support. Beth's mother, Sophia, also lived with her full time during the tax year. Sophia's husband passed away two years ago, so she moved in with Beth while she looked for a small condo to live in for the next few years.Even though Sophia doesn't have any income,she is very wealthy and provided all of her own support Beth has two jobs and received Form W-2s for both.She also contributes to a retirement account through her job (as indicated on the Form W-2). She did not take any early distributions from her account Beth also received interest, dividends, unemployment, and social security benefits. She won at bingo too! Beth pays for Jeff's daycare on Mondays and Tuesdays while she works.She paid the daycare center $1,000 for all of the tax year.Jeff attended Woodlawn Day Care EIN:15-1111111,which is located at 2221st Ave S,Your City,YS,Your Zip If Beth receives a refund or owes money, she would like to deposit the money into her checking account or withdraw the money from her checking account.She would also like to purchase a $50 savings bond for Jeff.She provides a check (below) with her bank account information Beth knows that she itemized her deductions last year, but she didn't receive a refund on her state return.She owed $425to the state. Beth and Jeff were both covered by health insurance offered by her employer for all months of the year.
