Case Study Matrix

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Taxpayer Information Heading, Filing Status, and Exemptions Schedules Forms SSN Taxpayer Name A B C D E EIC F SE 982 1116 2106 2210 2441 2555 3903 4137 4562 4684 4797 5329 5405 5695 6198 6251 6252 8283 8332 8582 8606 8812 8814 8824 8829 8839 8863 8867 8880 8888 8889 8949 8959 1 744-02-0001 Lynnette J. Allred N 0 0S N 1040EZ 2 744-02-0002 Rodney C. Bell N 0 0S N 1040EZ 3 744-02-0003 Marjorie M. Chen N 0 0 MFS Y 1040 4 744-02-0004 Josephine O. Diaz N 1 0 HH N 1040A 5 744-02-0005 Charles C. Ellis N 4 4 QW N 1040A 6 744-02-0006 Michael Flagg N 2 0 HH N 1040A 7 744-02-0007 Cosmo & Wanda Glaser Y 1 0 MFJ N 1040A 8 744-02-0008 William & Lori Hudspeth Y 2 0 MFJ Y 1040 9 744-02-0009 Jim & Cheryl Ingle Y 3 0 MFJ Y 1040 10 744-02-0010 Jim B. & Laura Java Y 0 0 MFJ N 1040 11 744-02-0011 Hugh O. Kulich Y 2 2 MFJ N 1040 12 744-02-0012 Emilio Lopez N 1 0 HH N 1040A 13 744-02-0013 Nelson Martin Y 1 MFJ N 1040 14 744-02-0014 Captain Jonathan Noah Y 2 0 MFJ Y 1040 15 744-02-0015 Denise Oshima N 1 1 HH N 1040 16 744-02-0016 Zack T & Ellen S Pratt Y 0 0 MFJ Y 1040 17 744-02-0017 David R. & Jennifer M. QuaiY 2 0 MFJ Y 1040 18 744-02-0018 Alicia Rojas N 0 0S N 1040 19 744-02-0019 Summer Shore N 0 0S Y 1040 20 744-02-0020 Carly Tergan N 0 0S Y 1040 21 744-02-0021 Dan & Elaine Underwood Y 2 0 MFJ Y 1040 22 744-02-0022 Ron & Alicia Verheij Y 2 0 MFJ Y 1040 23 744-02-0023 Jim Waters Y 1 0 MFJ Y 1040 24 744-02-0024 Don & Lilly Yekovich Y 2 0 MFJ Y 1040 25 744-02-0025 Lester P. Zhu N 0 0S Y 1040 26 744-02-0026 Denise L. Abt N 0 0S N 1040 27 744-02-0027 Rose Marie D. Baber N 2 0 HH N 1040 28 744-02-0028 Damian M. Carver Y 2 0 MFJ N 1040 29 744-02-0029 Jefferson L. Deci Y 3 0 MFJ N 1040 30 744-02-0030 Bill T. Egan Y 1 0 MFJ Y 1040 31 744-02-0031 Shawn P. Foxon N 0 0S N 1040 32 744-02-0032 Jorge A. Gavora N 0 0S Y 1040 33 744-02-0033 Lawrence A. Hannafin N 0 0S Y 1040 34 744-02-0034 Herbert M. & Barbara T. JarY 2 0 MFJ N 1040 35 744-02-0035 Sandra C Klein N 0 0S N 1040 36 744-02-0036 John Q. Leshin N 1 HH Y 1040 EZ 37 744-02-0037 Bob Maouri Y 0 0 MFJ Y 1040 38 744-02-0038 Shannon Nichols N 0 0S Y 1040 39 744-02-0039 Jose Osgood Y 3 1 MFJ N 1040A 40 744-02-0040 Cherisse R. Pett N 1 3 HH N 1040A 41 744-02-0041 Joshua D. Qin N 0 0S Y 1040 42 744-02-0042 Amber B. Relan N 0 0S Y 1040 43 744-02-0043 Brandi Steed N 2 0 HH Y 1040X 44 744-02-0044 Javier Torsten N 0 0S Y 1040 45 744-02-0045 John B. Uretsky Y 1 0 MFJ Y 1040 Case Study Spouse (Y/N) No. of Dep. Add't HH Members Filing Status Itemizin g (Y/N) Base Form

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Transcript of Case Study Matrix

Page 1: Case Study Matrix

Taxpayer Information Heading, Filing Status, and Exemptions Schedules Forms

SSN Taxpayer Name A B C D E EIC F SE 982 1116 2106 2210 2441 2555 3903 4137 4562 4684 4797 5329 5405 5695 6198 6251 6252 8283 8332 8582 8606 8812 8814 8824 8829 8839 8863 8867 8880 8888 8889 8949 89591 744-02-0001 Lynnette J. Allred N 0 0 S N 1040EZ2 744-02-0002 Rodney C. Bell N 0 0 S N 1040EZ3 744-02-0003 Marjorie M. Chen N 0 0 MFS Y 1040 • •4 744-02-0004 Josephine O. Diaz N 1 0 HH N 1040A • • • •5 744-02-0005 Charles C. Ellis N 4 4 QW N 1040A •6 744-02-0006 Michael Flagg N 2 0 HH N 1040A • •7 744-02-0007 Cosmo & Wanda Glaser Y 1 0 MFJ N 1040A •8 744-02-0008 William & Lori Hudspeth Y 2 0 MFJ Y 1040 •9 744-02-0009 Jim & Cheryl Ingle Y 3 0 MFJ Y 1040 • • •

10 744-02-0010 Jim B. & Laura Java Y 0 0 MFJ N 1040 •11 744-02-0011 Hugh O. Kulich Y 2 2 MFJ N 1040 •12 744-02-0012 Emilio Lopez N 1 0 HH N 1040A • • •13 744-02-0013 Nelson Martin Y 1 MFJ N 104014 744-02-0014 Captain Jonathan Noah Y 2 0 MFJ Y 1040 • • • • •15 744-02-0015 Denise Oshima N 1 1 HH N 1040 • • • •16 744-02-0016 Zack T & Ellen S Pratt Y 0 0 MFJ Y 1040 • • • •17 744-02-0017 David R. & Jennifer M. Quaine Y 2 0 MFJ Y 1040 • •18 744-02-0018 Alicia Rojas N 0 0 S N 1040 • • •19 744-02-0019 Summer Shore N 0 0 S Y 1040 • • •20 744-02-0020 Carly Tergan N 0 0 S Y 1040 • • • •21 744-02-0021 Dan & Elaine Underwood Y 2 0 MFJ Y 1040 • •22 744-02-0022 Ron & Alicia Verheij Y 2 0 MFJ Y 1040 • • 23 744-02-0023 Jim Waters Y 1 0 MFJ Y 1040 • • • • • • • • •24 744-02-0024 Don & Lilly Yekovich Y 2 0 MFJ Y 1040 • • • •25 744-02-0025 Lester P. Zhu N 0 0 S Y 1040 • • • •26 744-02-0026 Denise L. Abt N 0 0 S N 1040 • • • • • • •27 744-02-0027 Rose Marie D. Baber N 2 0 HH N 1040 • • • •28 744-02-0028 Damian M. Carver Y 2 0 MFJ N 1040 • • • •29 744-02-0029 Jefferson L. Deci Y 3 0 MFJ N 1040 • • • • • •30 744-02-0030 Bill T. Egan Y 1 0 MFJ Y 1040 • • • • •31 744-02-0031 Shawn P. Foxon N 0 0 S N 1040 • • •32 744-02-0032 Jorge A. Gavora N 0 0 S Y 1040 • • • •33 744-02-0033 Lawrence A. Hannafin N 0 0 S Y 1040 • • • •34 744-02-0034 Herbert M. & Barbara T. Jarz Y 2 0 MFJ N 1040 • • • • •35 744-02-0035 Sandra C Klein N 0 0 S N 1040 • • • • •36 744-02-0036 John Q. Leshin N 1 HH Y 1040 • • EZ • •37 744-02-0037 Bob Maouri Y 0 0 MFJ Y 1040 • • •38 744-02-0038 Shannon Nichols N 0 0 S Y 1040 • • •39 744-02-0039 Jose Osgood Y 3 1 MFJ N 1040A • • • • •40 744-02-0040 Cherisse R. Pett N 1 3 HH N 1040A •41 744-02-0041 Joshua D. Qin N 0 0 S Y 1040 • • • • • • •42 744-02-0042 Amber B. Relan N 0 0 S Y 1040 • • • •43 744-02-0043 Brandi Steed N 2 0 HH Y 1040X •44 744-02-0044 Javier Torsten N 0 0 S Y 1040 • • • • •45 744-02-0045 John B. Uretsky Y 1 0 MFJ Y 1040 • • • •

Case Study

Spouse (Y/N)

No. of Dep.

Add't HH Members

Filing Status

Itemizing (Y/N)

Base Form