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Filing Taxes

Total questions: 21

Worksheet time: 7mins

Name
Class
Date
1.

Which form do you need to file your taxes?

a)

W-1

b)

W-2

c)

W-3

d)

W-4

2.

Who can file your taxes? (Pick 2)

a)

Tax Professional

b)

Manager at work

c)

Your teacher

d)

You

3.

Which form do you need to file your taxes?

a)

1040

b)

4010

c)

1004

d)

4001

4.

IRS stands for

a)

Internal Revenge Service

b)

International Revenue System

c)

Internal Revenue Service

5.

The official date for when taxes are due

a)

January 15

b)

February 15

c)

April 15

6.

When you receive a new job, you are mandated to file a

a)

Complaint

b)

Divorce

c)

W-4

7.

When you are ready to file for taxes you must have form

a)

W-2

b)

W-6

c)

WD40

d)

W-2484

8.

When filing for taxes, the government will inform you if you receive or pay the government. This is called

a)

Tax write-off

b)

Taxation

c)

Tax return

9.

Beth found out that she owes money to the IRS after filing her tax return. What is the most reasonable explanation as to why she owes money in taxes?

a)

Too much money was withheld from her paychecks.

b)

Not enough money was withheld from her paychecks.

c)

The IRS is asking Beth for a future advance on her possible taxes for next year.

10.

What does the term "withholding" mean in reference to your paycheck?

a)

It is the amount of your paycheck that you are NOT being taxed on.

b)

It is how much is being taken out of your paycheck in taxes.

c)

It is how much you are going to owe the government when you file your annual tax return.

d)

It is how much you earn and includes salary, bonus and commissions.

11.

When do you start paying taxes?

a)

When you turn 18

b)

When you make more than the minimum income requirement

c)

When you get a full-time job (part-time dose not count)

d)

When you are notified by the IRS that you are required to pay federal income taxes

12.

Your friend Lailia is talking to you about the benifits of tax filing software. Which of the following is true?

a)

The Software comes with free access to professionals who can help you if you have a question.

b)

You can avoid the cost of having to pay a professional, though you may have to pay for the software and/or e-filing online.

c)

You are guaranteed a higher refund than if you were to use a paper form or hire a professional.

d)

You are 50% less likely to make a mistake when e-filing your taxes than if you were to file them using paper forms.

13.

Which of the following describe what a "dependent" is for tax purposes?

a)

Someone under the age of 19 who you financially support

b)

Someone who is temporarily disabled

c)

Someone who financially supports you

d)

Someone who is a full-time student under the age of 30.

14.

Upon completing your 1040, you realize that you owe the $427. Each of the following is a possible way to pay the taxes you owe EXCEPT...

a)

Write a check and mail it to the IRS.

b)

Tell the IRS to take out more taxes next year to pay back the $427.

c)

Use your debit or credit card online or by phone.

d)

Set up an auto-transfer from your bank account if you e-file.

15.

Elaine is an employee. Which of the following steps is she responsible for?

a)

Determine how much tax to withhold based on W-4 information

b)

Complete a W-4

c)

Send withholding amounts to the federal government

d)

Request a W-2 annually

16.

Which of the following statements about the W-2 form is TRUE?

a)

A W-2 lists all the money you earned in cash over the last year

b)

The total wages you earned from ALL jobs you worked in the previous year appear on ONE W-@ form

c)

You need a separate W-2 form from each of your employers in order to file your taxes.

d)

The W-2 includes information about the interest you earned from your investments.

17.

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

a)

True

b)

False

18.

Which is the BIGGEST tax that is taken out of your paycheck?

a)

State Income Tax

b)

Federal Income Tax

c)

Social Security Tax

d)

Health Insurance

19.

When filing your taxes, you need to complete both State and Federal forms.

a)

True

b)

False

20.

You may get a refund if you have paid too much $ in taxes to the government.

a)

True

b)

False

21.

The difference between taking the standard deduction and itemizing deductions is that...

a)

Taking the standard deduction is more work than itemizing your deductions.

b)

The standard deduction requires written proof while the itemized deductions do not.

c)

The standard deduction is a fixed dollar amount while itemized deductions can be many smaller amounts added up.