Step 1: Select a scenario on the following page.
Step 2: Read the Profile Information about the Taxpayer.
Step 3: Complete the Simulations by answering all questions using the provided scenario, information, forms, and data.
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"When you are ready,
select a scenario to begin"
~Tina the Tax Tutor
At the end of these Simultation, you will be able to:
Jon Stillman (Sim 10A) Claiming Education Credits for the American Opportunity Credit. In this simulation, you will take on the role of Jon Stillman in order to learn how to claim the American Opportunity Credit. |
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Judy Hood (Sim 10B) Claiming Education Credits for the Lifetime Learning Credit In this simulation, you will take on the role of Judy Hood in order to learn how to claim the Lifetime Learning Credit using Form 8863. |
Claiming Education Credits for the American Opportunity Credit
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You are married to Karen Stillman. You have a son, Matt, who is 19 years old. Matt is a sophomore attending a private university. For the tax year, you claimed an exemption for Matt. You are all U.S. citizens. To review your personal information, click My Profile. |
Claiming Education Credits for the Lifetime Learning Credit
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You are single and taking a course at a local college in order to be recertified to teach in public schools. You have qualified tuition expenses of $800. Your AGI and MAGI is $30,000 and your tax liability on Form 1040, line 24 is $2,800. To review your personal information, click My Profile. |