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Chad is single and employed as a clerk. Chad earned $36,000 in wages, and had no

ID: 2458553 • Letter: C

Question

Chad is single and employed as a clerk.

Chad earned $36,000 in wages, and had no other income.

In 2015, he took a computer class at the local university to improve his job skills.

Chad has a receipt showing he paid $1,095 for tuition. He paid for all his educational expenses and did not receive any assistance or reimbursement.

He paid $350 for a course book from an online bookseller. Purchase of the book was not a requirement of enrollment.

Chad paid $90 for a parking permit. It was not a requirement of enrollment.

Chad does not have enough deductions to itemize.

He is a U.S. citizen with a valid Social Security number.

2015 Advanced Exam - Scenario 4: Chad Forsyth - Question 2 of 2. Interview Notes

Chad is single and employed as a clerk.

Chad earned $36,000 in wages, and had no other income.

In 2015, he took a computer class at the local university to improve his job skills.

Chad has a receipt showing he paid $1,095 for tuition. He paid for all his educational expenses and did not receive any assistance or reimbursement.

He paid $350 for a course book from an online bookseller. Purchase of the book was not a requirement of enrollment.

Chad paid $90 for a parking permit. It was not a requirement of enrollment.

Chad does not have enough deductions to itemize.

He is a U.S. citizen with a valid Social Security number.

9. How much does Chad have in qualified educational expenses for the lifetime learning credit? $________.

(Do not enter dollar signs, commas, periods, or decimal points in your answer.)

Explanation / Answer

qualified educational expenses for the lifetime learning credit = $ 1445

Tuition expense = $1,095

Books exp. = $350

Total =$ 1445