IRS W&I Independent Review of IRS Free File Program

Taxpayer Free File Usability

DRAFT Scenario

Last Updated: 6/21/2019 for OMB submission

Scenario:

Married (MFJ), wages, taxable interest, over-withholding, two dependents

Name: Name-2

DOB: DOB
SS#: xxx-xx-xxxx

Employment: Type of employment

Marital Status: Married

Spouse’s Name: Name-3

People who lived in the house with you and anyone living outside of your home that you or your spouse (if any) supported during the tax year:

Name SS# DOB Relationship

Spouse Name xxx-xx-xxxx xx/xx/xxxx Spouse

Child Name xxx-xx-xxxx xx/xx/xxxx Daughter
Child Name xxx-xx-xxxx xx/xx/xxxx Son

You and your spouse, Name-3, are currently employed. You receive income from name of Employer-2 and spouse received income from name of Employer-3. In addition, you receive income in the form of interest from name of Bank-1. You have two children who live with you and for whom you provide all their support. You and your family lived in the state of State Name for the entire year and are U.S. Citizens.

When it is time to file your income tax return, you and your wife file jointly on the same return.

Supporting Materials:

• W-2s for both employer: Show $xx total income, show amount $xx amount of Federal income tax withheld; Note: Over-withholding will result in a refund.

• 1099: Show $xx in taxable income, no Federal income tax withheld.

• Child Tax Credit – check box on list of dependents, F8812

1. Itemized deductions --

You itemized your deductions last year, and you think you may be able to itemize again this year. The following is a summary of the applicable receipts and records for itemizing deductions:

Medical expenses	$1000
Real Estate Taxes on your primary residence	$3750.69
Motor Vehicle Tax (value based)	$92.19
Home Mortgage Interest	$7422.72
Charitable Contributions
Checks to local charities	$360
Clothing donation receipts fair market value	$327
State Refund