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Worksheets

Taxes, Government , Payckecks & Credit

Total questions: 40

Worksheet time: 20mins

Name
Class
Date
1.

Which of the following accurately describes taxes?

a)

Variable fines charged by the government for wrongdoing

b)

Payment for goods and services received rom foreign countries

c)

Restrictions limiting the use of public services

d)

Percentage-based fees assessed by the government

2.

_____ taxes are levied on income, while _____ taxes are levied on goods and services.

a)

Regulated; Unregulated

b)

Unregulated; Regulated

c)

Direct; Indirect

d)

Indirect, Direct

3.

Sales Tax Rates vary from state to state.

a)

True

b)

False

4.

Which of the following is an example of an excise tax?

a)

A tax on groceries

b)

A tax on tobacco

c)

A tax on clothing

d)

None of the above

5.

Which of the following is considered a tax credit?

a)

A reduction in taxes due to children

b)

A deduction for itemized medical expenses

c)

A decline in taxable income due to charitable contributions

d)

A refund check issued by the govt. because of a tax cut

6.

Which type of taxes impact the economy by reducing economic inequality?

a)

Sales Tax

b)

Wealth Tax

c)

Property Taxes

d)

Earnings Taxes

7.

Social Security Taxes are withheld from an individuals paycheck.

a)

True

b)

False

8.

Standard tax deductions for an individual are _____.

a)

$10,000

b)

$4,300

c)

Based on a personal income

d)

Different every year

9.

Which of the following comprises an individual's gross income?

a)

Interest, dividend and earned income

b)

Interest and earned income

c)

Dividend, interest and salary

d)

Salary, tips and wages

10.

Tax Day is always April 15th.

a)

True

b)

False

11.

Which of the following is the federal bureau which colects taxes and turns the money over to the Treasury Department?

a)

Congress

b)

Department of Tax Collection

c)

Internal Revenue Service

d)

Executive Department

12.

The IRS is NOT responsible for which of the following?

a)

Issuing tax refunds

b)

Collecting taxes

c)

Processing tax returns

d)

Promoting ecnomic prosperity

13.

Which of the following is the most common tax on the federal level?

a)

Sales tax

b)

Income tax

c)

Property tax

d)

Excise tax

14.

Which of the following entities writes states' tax laws?

a)

The President

b)

Congress

c)

Each State

d)

The IRS

15.

Which of the following entities does NOT have the ability to collect taxes on the local level?

a)

County governments

b)

City governments

c)

School districts

d)

Politicians

16.

Which of the following number of dependents claimed on a W-4 will have the most income tax witholding taken out of your paycheck?

a)

0

b)

1

c)

2

d)

3

17.

John's employer withholds his taxes with every paycheck. However, John is also self-employed and is responsible for paying his taxes on his second income. To make it easier, what might John ask his employer to do for him?

a)

Take additional taxes out by requesting it on a W-9

b)

Take additional taxes out by requesting it on a W-4

c)

Neither, John must pay his own taxes for the income

d)

Take additional taxes out on a W-4 and W-9

18.

Andrea earns $8 per hour and works 20 hours per week. She receives her paycheck for her hours worked during the week every Friday afternoon. What is her gross pay?

a)

$80

b)

$131.76

c)

$144

d)

$160

19.

Andrea earns $8 per hour and works 20 hours per week. She recei es each week's paycheck every Friday afternoon. The percentage of Andrea's gross pay which goes to federal income tax withholding is 15%. How much is her check when you subtract her federal income tax withholding from her gross pay?

a)

$80

b)

$131.76

c)

$136

d)

$160

20.

Andrea earns $8 per hour and works 20 hours per week. She receives each week's paycheck every Friday afternoon. The percentage of Andrea's gross pay which goes toward Social Security and Medicare is 7.65% of her gross pay. How much is taken out for these taxes from her gross pay?

a)

$12.24

b)

$131.76

c)

$13.76

d)

$80

21.

Which of the following defines credit?

a)

Yearly membership or participation fees

b)

Fees for getting cash advances

c)

The ability to acquire money, goods or services from others without immediate payment

d)

Loans which will be in repayment for less than an 18 month time period

22.

What type of loan would one need to buy a house?

a)

Short-term

b)

Intermediate

c)

Long-term

d)

None of the above

23.

Which of the following is NOT a source of credit?

a)

Checking accounts

b)

MOrtgage companies

c)

Credit Unions

d)

Credit card companies

24.

Which of the following defines APR?

a)

Yearly membership or participation fees

b)

A measure of the cost of credit, expressed as a yearly rate

c)

Loans which will be in repayment for less than an 18 month time period

d)

Fees for getting cash advances

25.

FICO stands for Fair Isaac Corporation.

a)

True

b)

False

26.

You are entitled to a free copy of your credit report twice a year.

a)

True

b)

False

27.

What is the highest credit score number?

a)

750

b)

800

c)

850

d)

900

28.

Errors on a credit report are easy to fix.

a)

True

b)

False

29.

Which type of loan will be in repayment for more than 10 years?

a)

Timely loans

b)

Intermdiate-term loans

c)

Long-term loans

d)

Large lump loans

30.

Your credit rating is a number calculated by using information on a credit report which shows lenders the risk they take by loaning money to you.

a)

True

b)

False

31.

Short term goals cover a time period of one to two years.

a)

True

b)

False

32.

Budgeting finances, requires calculating _____ and _____.

a)

Income; Expenses

b)

Investments; Savings

c)

Utility; Opportunity Cost

d)

Inflation; Taxes

33.

_____ explains how a person changes financial position, earnings, consumption and savings throught the life cycle.

a)

Financial Evolution

b)

Money Life Cycle

c)

Portfolio Growth

d)

Family Life Cycle

34.

Budgets assist in reorganizing finances to reduce ______ or increase ______.

a)

Problems; Happiness

b)

Funds; Expeses

c)

Debt; Savings

d)

Consistency; Originality

35.

If income exceeds expenses, which of the following is recommended?

a)

Increase income sources

b)

Go on a vacation

c)

Decrease income sources

d)

Research investment and savings options

36.

Anyone can open a 401k savings plan.

a)

True

b)

False

37.

Which of the following is NOT true of a Roth IRA?

a)

Can be withdrawn at any time

b)

Applies a 10 percent tax penalty on any withdrawals made before the age of 59.5

c)

Does not require taxes paid on the interest

d)

Does not reduce tax liability

38.

Common stock differs from preferred stock in which of the following ways?

a)

Voting Rights

b)

Exchange Rates

c)

Callable Features

d)

Liquidity

39.

A _____ account has a higher rate of return, but a _____ account has a lower required minimum balance.

a)

Savings; Money Market

b)

Money Market; Savings

40.

Which of the following accurately describes stocks?

a)

Employee-sponsored retirement benefit plans

b)

Savings accounts which include tax benefits

c)

Investments providing ownershipof public companies

d)

Contributions for the government required by people