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W-2 Non-filer Questionnaire Quiz

Total questions: 20

Worksheet time: 10mins

Name
Class
Date
1.

What should a taxpayer do if they did not live or work in Louisiana but income was reported there by their employer?

a)

Ignore the report

b)

File a new tax return

c)

Submit a letter from the employer on official company letterhead

d)

Submit a copy of the questionnaire

2.

What happens if you do not respond to the questionnaire within 30 days?

a)

Nothing will happen.

b)

You will receive a refund.

c)

Your tax return will be automatically filed.

d)

You will receive a proposed assessment for the estimated amount of tax plus penalties.

3.

What should a taxpayer include on all pages of documentation submitted to LDR for review?

a)

Only their first name

b)

Their phone number

c)

Their Letter ID or last name and SSN

d)

Their address

4.

What form should be submitted if claiming a credit for taxes paid to other states?

a)

Form 1040

b)

Form W-2

c)

Form R-10606

d)

Form 1099

5.

What happens when a taxpayer fails to report Louisiana income on a resident or non-resident/part-year return?

a)

The taxpayer is exempt from filing taxes.

b)

A W-2 Non-Filer Indicator is placed and a questionnaire is generated.

c)

The taxpayer's income is automatically adjusted.

d)

The taxpayer receives a fine.

6.

If the taxpayer states they were not required to file based on income, what should the taxpayer be advised to submit?

a)

A copy of their driver's license

b)

A copy of their federal return, a return filed with another state, W-2s/1099s and documentation of any other income

c)

A copy of their birth certificate

d)

A copy of their social security card

7.

Who may report the income for a W-2 Non-filer?

a)

The taxpayer's family.

b)

The Internal Revenue Service (IRS), the taxpayer's employer, the Louisiana Workforce Commission (LWC), or via LaWage.

c)

The local grocery store.

d)

The taxpayer's neighbor.

8.

The income may be reported by the Internal Revenue Service (IRS), the taxpayer’s employer, the Louisiana Workforce Commission (LWC), or via _______.

a)

LaWage

b)

e-Verify

c)

TurboTax

d)

QuickBooks

9.

According to the instructions, which of the following is NOT a method for submitting supporting documents for review?

a)

Fax

b)

Mail

c)

E-mail (if requested)

d)

Social media

10.

What should a non-resident of Louisiana do if they received income from Louisiana sources?

a)

Do not file any return

b)

File a Louisiana resident return

c)

File a Louisiana non-resident/part-year return

d)

File only a federal return

11.

What is the e-mail address provided for submitting supporting documents?

a)

contact@louisiana.gov

b)

LDRAttTaxpayerDoc@la.gov

c)

info@la.gov

d)

support@la.gov

12.

The W-2 Non-filer questionnaire is sent because the Louisiana Department of Revenue (LDR) has received a wage statement showing Louisiana sourced income but no ______ is on file.

a)

return

b)

address

c)

phone number

d)

identification

13.

Which of the following is NOT an income source compiled by LDR?

a)

1040

b)

1099-MISC

c)

K-1

d)

W-2

14.

Which of the following is NOT listed as an income source compiled by LDR for W-2 non-filers?

a)

W-2

b)

1099-INT

c)

1040-EZ

d)

1099-MISC

15.

If the taxpayer paid taxes to another state, what may they claim on their Louisiana resident return?

a)

A deduction for federal taxes

b)

A credit for taxes paid to other states (CFTR)

c)

No credit or deduction

d)

A refund for all taxes paid

16.

Where should the supporting documents be submitted?

a)

www.revenue.louisiana.gov/LaTap

b)

www.documentsubmit.com

c)

www.example.com/submit

d)

www.taxpayerportal.com

17.

If the taxpayer worked offshore in federal waters, what should the employer include in the body of the letter?

a)

The taxpayer's home address

b)

The block numbers indicating the waters the taxpayer worked in

c)

The taxpayer's phone number

d)

The taxpayer's date of birth

18.

What is a W-2 Non-filer?

a)

Someone who files a tax return with a W-2

b)

Someone who has a wage statement showing Louisiana sourced income but no return is on file

c)

Someone who does not work in Louisiana

d)

Someone who files taxes in another state

19.

If the documents are mailed, the taxpayer should be advised to allow ____ weeks for the documents to be received and posted to the account.

a)

4

b)

2

c)

6

d)

8

20.

If the taxpayer's wages were reported to Louisiana in error for the year in question, what should the taxpayer submit to explain the error?

a)

A letter from the employer

b)

A copy of their driver's license

c)

A federal tax return

d)

No documentation is needed