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Scenarios Scenario 3: Filing Status: Married Filling Jointly 1 child (Pick 1 below) Married to John Sample Sample Above W2: Use 1 st one below for IMA, Use second w2 for Janice Scenario 1: Filing Status: Head of Household 2 children (Pick 2 below) W2: 1 st one below

Scenarios - Tax Refund FirmScenarios Scenario 3: Filing Status: Married Filling Jointly 1 child (Pick 1 below) Married to John Sample Sample Above W2: Use 1st one below for IMA, Use

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Page 1: Scenarios - Tax Refund FirmScenarios Scenario 3: Filing Status: Married Filling Jointly 1 child (Pick 1 below) Married to John Sample Sample Above W2: Use 1st one below for IMA, Use

Scenarios

Scenario 3: Filing Status: Married Filling Jointly 1 child (Pick 1 below)

Married to John Sample Sample Above

W2: Use 1st one below for IMA, Use second w2 for Janice

Scenario 1: Filing Status: Head of Household 2 children (Pick 2 below)

W2: 1st one below

Page 2: Scenarios - Tax Refund FirmScenarios Scenario 3: Filing Status: Married Filling Jointly 1 child (Pick 1 below) Married to John Sample Sample Above W2: Use 1st one below for IMA, Use

Scenario 1: Filing Status: Head of Household 2 children (Pick 2 below)

W2: 1st one below

Scenario 2: Filing Status: Head of Household 1 child (Pick 1 below)

W2: 2nd one below

Scenario 3: Filing Status: Married Filling Jointly 1 child (Pick 1 below)

Married to Ima George Sample Above

Page 3: Scenarios - Tax Refund FirmScenarios Scenario 3: Filing Status: Married Filling Jointly 1 child (Pick 1 below) Married to John Sample Sample Above W2: Use 1st one below for IMA, Use

W2: Use 1st one below for IMA, Use second w2 for Janice

Children

Child 1

Name: Jane Doe

Date of Birth 03/01/2008

Social Security # 124-12-1234

Lived with the Parent for 12 months

Child 2

Name: Jimmy Doe

Date of Birth 07/01/2016

Social Security # 124-11-1113

Lived with the Parent for 12 months

Child 3

Name: Judy Doe

Date of Birth 07/31/2013

Social Security # 234-56-7891

Lived with the Parent for 12 months

Page 7: Scenarios - Tax Refund FirmScenarios Scenario 3: Filing Status: Married Filling Jointly 1 child (Pick 1 below) Married to John Sample Sample Above W2: Use 1st one below for IMA, Use