Martin is married, but did not live with or have contact with his spouse in 2017. He
does not know where she is. He indicated on the intake sheet that he is not legally
separated.
• Martin does not have children or any other dependents.
• Martin worked as a clerk and earned $36,000 in wages. He had no other income.
• In 2017, he took a computer class at the local university to improve his job skills.
• Martin has a receipt showing he paid $1,200 for tuition. He paid for all his
educational expenses and did not receive any assistance or reimbursement.
• He paid $400 for course books from an online bookseller.
• Martin paid $150 for a parking permit. It was not a requirement of enrollment.
• Martin does not have enough deductions to itemize.
• He is a U.S. citizen with a valid Social Security number.
Advanced Scenario 4: Retest Questions
8. Martin’s most advantageous allowable filing status is Single.
a. True
b. False
9. Considering Martin’s filing status and using Publication 4012, Tab J, Education
Credits, Martin is eligible to claim the lifetime learning credit.
a. True
b. False
8. TRUE
9. FALSE