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Should They File a Tax Return

Total questions: 7

Worksheet time: 1hrs 10mins

Name
Class
Date
1-3.

Tim is 16 years old, a high school student, and lives with his parents. He earned $5,200 at his part-time job.

1.

Can this person be claimed as a dependent?

a)

YES

b)

NO

2.

Is this person legally required to file a tax return? Why or why not?

4 lines
3.

If no, should they file a tax return? Explain your reasoning.

4 lines
4-6.

Jessica is 24 years old and lives in her own apartment. She earned $48,000 from her salaried position last year.

4.

Can this person be claimed as a dependent?

a)

YES

b)

NO

5.

Is this person legally required to file a tax return? Why or why not?

4 lines
6.

If no, should they file a tax return? Explain your reasoning.

4 lines
7-9.

Mason is 17 years old, a junior in high school, and lives with his parents. He had unearned income of $750.

7.

Can this person be claimed as a dependent?

a)

YES

b)

NO

8.

Is this person legally required to file a tax return? Why or why not?

4 lines
9.

If no, should they file a tax return? Explain your reasoning.

4 lines
10-12.

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.

10.

Can this person be claimed as a dependent?

a)

YES

b)

NO

11.

Is this person legally required to file a tax return? Why or why not?

4 lines
12.

If no, should they file a tax return? Explain your reasoning.

4 lines
13-15.

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.

13.

Can this person be claimed as a dependent?

a)

YES

b)

NO

14.
  1. Is this person legally required to file a tax return? Why or why not? 

4 lines
15.

If no, should they file a tax return? Explain your reasoning.

4 lines
16-18.

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.

16.

Can this person be claimed as a dependent?

a)

YES

b)

NO

17.

Is this person legally required to file a tax return? Why or why not?

4 lines
18.

If no, should they file a tax return? Explain your reasoning.

4 lines
19-21.

Tori is 20 years old, a junior in college, and lives with her parents. She has a graphic design side gig and her net earnings were $2,150.

19.

Can this person be claimed as a dependent?

a)

YES

b)

NO

20.

Is this person legally required to file a tax return? Why or why not?

4 lines
21.

If no, should they file a tax return? Explain your reasoning.

4 lines