Basic Scenario : Jasmine Harris
Interview Notes
• Jasmine is single and turned 72 years old on October 1, 2023
• Jasmine worked as a public historian at the local library and earned wages of $32,000
• Jasmine also received Social Security benefits of $16,500
• She received a taxable pension of $14,000
• She retired from her previous job on October 30, 2020. During her career she contributed pretax dollars to a qualified 401 (k) retirement plan through her employer.
• Jasmine cannot be claimed as a dependent by another taxpayer.
• Jasmine is a U.S citizen with a valid Social Security number.

Jasmine does not qualify to claim the Earned Income Tax Credit because:
a. She does not meet the age requirement
b. She exceeds the earned income requirement
c. She does not have a qualifying child
d. Both a and b