Client Scenario #2: Zoe Watson Interview Notes Zoe is single and 47 years old....
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Client Scenario #: Zoe Watson Interview Notes Zoe is single and years old. Zoe has two children. Yvonne, age has a job and earned wages of $ Joshua, age is totally and permanently disabled and received Social Security benefits of $ Both children lived with her all year. Zoe paid all the cost of keeping up the home and more than half the support for her children. Zoe received disability pension benefits, but she has not reached the minimum retirement age of her employers plan. She does not have enough expenses to itemize for the tax year. Zoe, Yvonne, and Joshua are US citizens and have valid Social Security numbers. They all lived in the United States for the entire year. If she has any balance due or refund, she would like to use Adelphia Bank and Trust. Zoe provided a voided check
Client Scenario #: Zoe Watson Interview Notes Zoe is single and years old. Zoe has two children. Yvonne, age has a job and earned wages of $ Joshua, age is totally and permanently disabled and received Social Security benefits of $ Both children lived with her all year. Zoe paid all the cost of keeping up the home and more than half the support for her children. Zoe received disability pension benefits, but she has not reached the minimum retirement age of her employers plan. She does not have enough expenses to itemize for the tax year. Zoe, Yvonne, and Joshua are US citizens and have valid Social Security numbers. They all lived in the United States for the entire year. If she has any balance due or refund, she would like to use Adelphia Bank and Trust. Zoe provided a voided check
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