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Worksheets

Knowledge Check

Total questions: 20

Worksheet time: 3mins

Name
Class
Date
1.

What is an example of a graduated tax?

a)

Federal Income Tax

b)

Social Security Tax

c)

Medicare Tax

d)

Medicare Surtax

2.

Which State that does not collect tax?

a)

Florida

b)

New York

c)

New Jersey

d)

California

3.

Give a State that require a manual W-4 form (not available to be updated in ADP)?

a)

New York

b)

Pennsylvania

c)

California

d)

New Mexico

4.

What is the flat tax rate for Social Security in 2019? (Employee)

a)

6.3%

b)

6.2%

c)

6%

d)

7%

5.

What is the additional tax rate for Medicare Surtax?

a)

.7%

b)

.9%

c)

6.2%

d)

6.7%

6.

What Cafeteria Plan benefit is pre-tax for Federal but not for FICA taxes?

a)

Savings Plan / 401(K)

b)

Accidental Death & Dismemberment (AD&D)

c)

Flexible Spending Accounts (FSA)

d)

Adoption Assistance

7.

What is the pre-tax limit for Savings Plan/401K for 2019 for colleagues below 50 years old?

a)

$18,000

b)

$18,500

c)

$19,000

d)

$19,500

8.

What is the flat tax rate for Medicare?

a)

1.30%

b)

1.35%

c)

1.40%

d)

1.45%

9.

What State has a flat tax?

a)

Florida (FL)

b)

California (CA)

c)

New York (NY)

d)

Pennsylvania (PA)

10.

What is the maximum withholding amount for Social Security taxes in 2019?

a)

$8,339.80

b)

$7,960.80

c)

$8,239.80

d)

$7,560.80

11.

Pfizer will keep copies of a colleague’s W-2 for up to __ years.

a)

4

b)

5

c)

6

d)

10

12.

What Box in W2 where gross earnings less any before tax deductions were reported?

a)

Box 1

b)

Box 2

c)

Box 3

d)

Box 4

13.

State Taxable Wages are reported under Box ___.

a)

Box 15

b)

Box 16

c)

Box 17

d)

Box 5

14.

For 2020, Social Security tax limit will be?

a)

$8,537.40

b)

$8,637.40

c)

$8,500.00

d)

$8,600.00

15.

For 2020, 401k (Savings Plan) pre tax limit will be?

a)

$19,500

b)

$18,500

c)

$19,000

d)

$20,000

16.

True or False: A pre-tax deduction is money you remove from an employee's wages before you withhold money for taxes

a)

True

b)

False

17.

True or False: Correcting a colleague's name and/or SSN requires an issuance of a Form W2-C.

a)

True

b)

False

18.

True or False: Incorrect address on W-2 requires a Form W2-C.

a)

True

b)

False

19.

The ______ is used to gather the information needed to determine federal income tax withholding.

a)

Form W-2

b)

Form 1040

c)

Form W-4

d)

Form W2-C

20.

If the colleague needs a copy of a W-2 older than 4 years. HRSC should?

a)

Refer colleague to the IRS

b)

Refer colleague to the manager

c)

Create a case

d)

Refer the colleague to a tax advisor