Introduction to the Personal Income Tax Return

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Master Your Personal Income Tax Return

Take this quiz to enhance your understanding of personal income tax returns and the intricacies involved in filing them. This quiz covers essential topics, including amendments, filing statuses, and dependent claims.

Understand key IRS forms
Learn about filing statuses
Identify dependent eligibility

11 Questions3 MinutesCreated by CalculatingTax101

IRS Form _____, Amended Individual Income Tax Return is filed to correct a tax return that has already been filed. The corrected tax return may require the payment of additional taxes or may entitle the taxpayer to an additional refund.

One

Five

Two

Unlimited

IRS Form _____, Amended Individual Income Tax Return is fi led to correct a tax return that has already been fi led. The corrected tax returnmay require the payment of additional taxes or may entitle the taxpayer to an additional refund.

940

1040X

1040

8453-OL

An individual cannot claim a person as a dependent unless that person is their ______ ______ or ______ ________ and meets the tests established for each. Select one:

Qualifying Child / Qualifying Parent

Qualifying Relative / Qualifying Dependent

Qualifying Dependent / Qualifying Relative

Qualifying Child / Qualifying Relative

Joe LaFoe is a single parent who provides a home for his 5 year old dependent child. What ling status should Joe use? Select one:

Married Filing Separate

Head of Household

Single

Qualifying Widow(er)

For how many years, after being eligible to file a joint return with your deceased spouse, may a person use the Qualifying Widow(er) filing status? Select one:

Three Years

Two Years

Four Years

Seven years

Which of the following situations will require that a taxpayer file a tax return? Select one:

The taxpayer had unemployment income

The taxpayer had net earnings from self-employment of at least $400

The taxpayer had wages of $108.28 or more from a church or qualifi ed church-controlled organization that is exempt from employersocial security and Medicare taxes

All the above will require the fi ling of a return

An individual generally cannot claim a married person as a dependent if he or she files a joint tax return with another individual. To determine if a taxpayer can claim a married person as their dependent, the following test needs to be applied:

The Income Tax Test

The Joint Return Test

The Dependent Test

The Joint Filing Test

An individual cannot claim a person as a dependent unless that person is a _____. This is known as the Citizen or Resident Test. Select one:

Citizen of the U.S., Mexico or Canada

U.S. Resident Alien

U.S. National / Citizen

All of the above

The Age Test for a child to qualify as a dependent varies depending upon the tax bene t involved. In general, a child must be under the age of ___ (or under age 24 in the case of a full-time student) in order to be a qualifying child. Select one:

Introduction to the Personal Income Tax Return

Master Your Personal Income Tax Return

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