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Transition Skills (Taxes 101)

Total questions: 10

Worksheet time: 5mins

Name
Class
Date
1.

What are some required items you will need to have in your possession to begin the tax process?

a)

Social Media account, Passport, and Wd40

b)

Routing & account numbers from bank, W4, & Parents permission slip

c)

W2, Routing & account numbers from bank, SSN or Tax ID #

2.

What day is considered the deadline to file taxes?

a)

July 4th

b)

April 15th

c)

October 3rd

d)

December 31st

3.

What is money withheld or taken out of your paycheck?

a)

Dependents

b)

Distractions

c)

Discount

d)

Deductions

4.

Who will know exactly how much you owe in taxes each year?

a)

FBI

b)

HR Department

c)

IRS

d)

CSI

5.

What is a tax refund?

a)

Money the Government sends to individuals for good deeds

b)

Money the Government sends you for overpaying in taxes

c)

Money corporations send out to shareholders

6.

What is a name for a licensed tax professional?

a)

Certified Public Accountant

b)

Tax Statistician

c)

Tax Teller

d)

Financial Superintendent

7.

What is one way that you CANNOT file taxes?

a)

Hire a licensed tax professional

b)

File electronically using commercial software like Turbo tax

c)

Fill out 1040 form and mail it

d)

Send Email to IRS

8.

True or False: All wages, tips, and bonuses are taxable unless specifically excluded.

a)

True

b)

False

9.

Who primarily uses our tax money? (hint: choose 2 correct answers)

a)

Your employer

b)

The state government

c)

The Federal government

d)

Local Businesses

10.

Mikul is 21, in college, & has a job that provides 65% of his support. Is he a dependent?

a)

Yes

b)

No