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Interview Notes – Kevin & Mary Kent
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Kevin and Mary are married and would like to file a joint return. They provided all the cost of keeping
up the home and more than half of the support for their granddaughter Melissa, who lived with them
all year.
They paid $625 to Crossroads Child Care Center for 5 weeks of summer camp care for Melissa while
they worked. The camp was a day camp and involved no overnight stays. The center’s address is 1648
Baylor Avenue, San Francisco, CA, and 94107. The employer identification number (EIN) for Crossroads
Child Care Center is 20-5XXXXXX and their telephone number is 415.767.0004.
Kevin ran a small janitorial business. He received $24,000, in cash, during the year from his clients. He
had expenses that included $112 for his uniform (not suitable for use outside of work), $305 for small
tools, and $1,013 in supplies. Kevin used his second car for his business. He maintained a written
record of mileage, reporting 8,775 business miles, 5,225 other miles, and 2,000 commute miles. He
bought the car and started using it for business on January 2, 2006. Mary had another car available for
personal use.
Kevin and Mary itemized deductions last year and received a $208 tax refund from the state. Their
taxable income for last year was $49,859. Their total itemized deductions were $13,250. The amount
of state income taxes paid was $2,998. The Schedule A, Line 5b amount (general sales tax) was $1,164.
They paid $4,942 in property taxes.
They made a $350 cash donation to United Way of the Bay Area. (written documentation provided)
Mary retired and began receiving retirement income on August 1, 2016. She did not select a joint
survivor annuity for these payments.
Kevin did not have health insurance last year.
Mary had health insurance from January 1st through July 31st.
Melissa had health insurance all year. It was provided through her father’s employer sponsored health
plan. Her father resides in another state.
If the Kent’s are due a refund, they want it split between their checking and savings accounts. Bank
Routing # is 121042882; Checking Account # is 1234 567890; Savings Account # is 1234 567894. If they
have a balance due, they will mail in the payment.
Kevin’s ITIN is:
o 999-00-XXXX
Their Social Security Numbers are:
o Mary Kent – 456-00-XXXX
o Melissa Kent – 457-00-XXXX
Note: To ensure the accuracy of the taxpayer’s return the certified volunteer should review and complete
applicable sections of the Form 13614-C.