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W-2s, W-4s, Dependents & Tax Tables (Review)

Total questions: 16

Worksheet time: 17mins

Name
Class
Date
1.

What is the purpose of a W-2 form?

a)

To report your annual earnings and taxes withheld by your employer

b)

To request an extension for tax filing

c)

To report income from self-employment

d)

To claim tax deductions

2.

How does having dependents affect your tax return?

a)

Increases the amount of taxes you owe

b)

Has no effect on your taxes

c)

May qualify you for additional tax credits

d)

Reduces your filing status

3.

What can result in a tax refund?

a)

Owing taxes at the end of the year

b)

Having too little tax withheld from your paycheck

c)

Having too much tax withheld from your paycheck

d)

Not filing a tax return

4.

Jill is filing single and has a taxable income of $47,250. What does she owe in taxes for the year?

(a)  

5.

Jill is filing head of household and has a taxable income of $47,750. What does she owe in taxes for the year?

(a)  

6.

IRS stands for

a)

Internal Revenge System

b)

Internal Revenue Service

c)

Inspection Ravioli Sauce

d)

International Revenue System

7.

Who completes and distributes the W2 form?

a)

You

b)

Your employer

c)

Your city

d)

Your parent

8.

You will only get a tax refund if...

a)

Your employer withheld more tax money than needed.

b)

Your employer withheld less tax money than needed.

c)

Your employer withheld nothing for you.

d)

You ask very, very nicely.

9.

FICA is both __________________ and _____________________?

a)

Federal tax and Social Security

b)

Federal tax, State tax

c)

Social Security, Medicare

d)

Wages, Taxes

10.

When do you fill out your W4?

a)

Start of job

b)

Start of job + every year at the end of the year

c)

Start of job + anytime you want to change it

d)

Anytime

11.

Jess is 21, a part-time college student, & has a job that provides 65% of her support. Is she a dependent?

a)

Yes

b)

No

12.

Jason is 16 and earned $1450 at his job last summer. Should he file a tax return? (the minimum required to file is $14,600)

a)

No, because he didn't earn enough.

b)

No, because you have to be 18 and older to file taxes.

c)

Yes, because he may get a refund.

d)

Yes. You must file taxes even if you didn't earn enough.

13.

Which of the following forms is a summary of what you made & what you paid? Hint: You DON'T fill it out, but it IS needed in order to file your taxes

a)

W2 Form

b)

W4 Form

c)

1040EZ

d)

I9 Form

14.

Someone who is supported by a taxpayer's income is called a(n) ___________

a)

allowance

b)

deduction

c)

dependent

d)

none of these

15.

If you are not required to file a income tax return for the year, why might you do it anyway?

a)

to make sure the IRS does not audit you

b)

to see if you would get a refund

c)

for fun

d)

I wouldn't

16.

The W-4 form lets...

a)

the government know how much you paid in taxes last year

b)

your employer know how much to withhold from your paycheck

c)

the 3 major credit bureaus know how many dependents you have

d)

you know how much you paid in taxes last year