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WorksheetsShould They File a Tax Return? (2024)
Total questions: 18
Worksheet time: 9mins
Tim is 16 years old, a high school student, and lives with his parents. He earned $5,200 at his part-time job.
Can Tim be claimed as a Dependent?
YES
He lives with his parents and they provide at least 50% of his support (food, shelter, clothing)
NO
If he has a job, he can't be a dependent
Tim is 16 years old, a high school student, and lives with his parents. He earned $5,200 at his part-time job.
Is he legally required to file a tax return?
YES
He earned more than $14,600
NO
He earned less than $14,600
Tim is 16 years old, a high school student, and lives with his parents. He earned $5,200 at his part-time job.
Should Tim file a tax return?
YES
He may qualify to get a tax refund.
NO
If he doesn't HAVE to file, he shouldn't file a tax return.
Jessica is 24 years old and lives in her own apartment. She earned $48,000 from her salaried position last year.
Can Jessica be claimed as a dependent?
YES
She is 24 years old.
NO
She lives in her own apartment.
Jessica is 24 years old and lives in her own apartment. She earned $48,000 from her salaried position last year.
Is Jessica legally required to file a tax return?
YES
Her income was more than $14,600
NO
Her income was less than $14,600
Mason is 17 years old, a junior in high school, and lives with his parents. He had unearned income of $750.
Can Mason be claimed as a dependent?
YES
He lives with his parents
NO
He had unearned income
Mason is 17 years old, a junior in high school, and lives with his parents. He had unearned income of $750.
Is he legally required to file a tax return?
YES
He had income
NO
His unearned income is less than $1,300
Mason is 17 years old, a junior in high school, and lives with his parents. He had unearned income of $750.
Should he file a tax return anyway?
YES
He had an income, so he should file a tax return
NO
Unearned income up to $1,300 is not taxed - he won't get a refund
Kathryn is 15 years old, a sophomore in high school, and lives with her parents. She had $200 in unearned income and earned $800 from her part-time job.
Can she be claimed as a dependent?
YES
She lives with her parents and they provide more than 50% of her needs (food, shelter, clothing)
NO
She earned money at a job
Kathryn is 15 years old, a sophomore in high school, and lives with her parents. She had $200 in unearned income and earned $800 from her part-time job.
Is she legally required to file a tax return?
YES
She earned money
NO
Her unearned income was less than $1,300
Her earned income was less than $14,600
Her gross income ($1,000) was less than $1,300
Her gross income ($1,000) was less than her earned income + $450 ($1,250)
Kathryn is 15 years old, a sophomore in high school, and lives with her parents. She had $200 in unearned income and earned $800 from her part-time job.
Should she file a tax return anyway?
YES
She might get a tax refund from her part-time job
NO
She earned less than $13,850
Yanely is 18 years old, is a high school senior, and lives with her parents. She earned $6,300 from her part-time job. She claimed EXEMPT on her W-4 on her first day of work.
Can she be claimed as a dependent?
YES
She lives with her parents who provide more than 50% of her needs (food, shelter, clothing)
NO
She had a job and earned money
Yanely is 18 years old, is a high school senior, and lives with her parents. She earned $6,300 from her part-time job. She claimed EXEMPT on her W-4 on her first day of work.
Is she legally required to file a tax return?
YES
She had a job and earned money
NO
Her income was less than $14,600
Yanely is 18 years old, is a high school senior, and lives with her parents. She earned $6,300 from her part-time job. She claimed EXEMPT on her W-4 on her first day of work.
Should she file a tax return anyway?
YES
She earned money, so she should file
NO
She claimed EXEMPT on her W-4 so no income taxes were withheld and she won't get a tax refund
Ren is 21 years old and is a college senior. He lives at home with his parents and commutes to school. He earned $14,670 from his part-time job.
Can he be claimed as a dependent?
YES
He lives with his parents who provide more than 50% of his needs (food, shelter, clothing)
NO
He is a college student and he has a job
Ren is 21 years old and is a college senior. He lives at home with his parents and commutes to school. He earned $14,670 from his part-time job.
Is he legally required to file a tax return?
YES
He made more than $14,600
NO
His job is only part-time and he is being claimed as a dependent by his parents
Tori is 20 years old, a junior in college, and lives with her parents. She has a graphic design side gig (self-employed) and her net earnings were $2,150.
Can she be claimed as a dependent?
YES
She lives with her parents and they provide more than 50% of her needs (food, shelter, clothing)
NO
She is a college student and earns her own money
Tori is 20 years old, a junior in college, and lives with her parents. She has a graphic design side gig (self-employed) and her net earnings were $2,150.
Should she file a tax return?
YES
Her net earnings (self-employed) were more than $400
NO
She earned less than $13,850
