Interview Notes
Matthew is a 6th grade teacher at a public school. Matthew and Rebecca are married
and choose to file Married Filing Jointly on their 2023 tax return.
.
Matthew worked a total of 1,500 hours in 2023. During the school year, he spent $733
on unreimbursed classroom expenses.
Rebecca Monroe -
• Rebecca retired in 2020 and began receiving her pension on November 1st of that
year. She explains that this is a joint and survivor annuity. She has already recovered
$1,259 of the cost of the plan.
Matthew settled with his credit card company on an outstanding bill and brought the
Form 1099-C to the site. They aren't sure how it will impact their tax return for tax year
2023. The Monroes determined that they were solvent as of the date of the canceled
debt.
.
• Rebecca received $200 from Jury duty.
.
• Their daughter, Safari, is in her second year of college pursuing a bachelor's degree in
Biochemistry at a qualified educational institution. She received a scholarship and the
terms require that it be used to pay tuition. Box 2 was not filled in and Box 7 was not
checked on her Form 1098-T for the previous tax year. The Monroes provided Form
1098-T and an account statement from the college that included additional expenses.
The Monroes paid $865 for books and equipment required for Safari's courses. This
information is also included on the college statement of account. The Monroes claimed
the American Opportunity Credit last year for the first time.
.
• Safari does not have a felony drug conviction.
• They are all U.S. citizens with valid Social Security numbers.
17. The total amount of other income reported on the Monroe's Form 1040, Schedule 1 is
$1,050.
a. True
Ob. False