INTUIT ACADEMY TAX LEVEL 1 COMPREHENSIVE EXAM SCRIPT COMPLETE QUESTIONS
VERIFIED SOLUTIONS
● Not everyone is required to file a return.. Answer: True.
● Filing requirements depend on the tax payer's. Answer: Filing status Age Income
● Filing Status. Answer: Single Married Filing Jointly Married Filing Separately Head of
Household Qualifying Surviving Spouse Dependent (less common)
● Age range. Answer: Taxpayers age on December 31st of the tax year- under OR at or
above 65
● Gross income. Answer: Taxpayer's gross income for the tax year compared to IRS provided
threshold.
● Income less than threshold:. Answer: Not required to file a return.
● Income at/above threshold. Answer: Must file a return.
● Dependents claimed in someone else's return may still qualify to file a return.. Answer: True
● Even if the taxpayer is not required to file a return, they may still file a return that might bring
a refund for any federal income tax withheld.. Answer: True
● When someone files. Answer: They must choose a filing status.
● If you were married at the end of the tax year you can choose. Answer: Whether to file
jointly or separately.
● If one spouse chooses to file separately. Answer: Both must file separately.
● Married as of December 31st. Answer: File as Married Filing Jointly or Married Filing
Separately.
● Filing Jointly may. Answer: Get bigger tax breaks or pay less in taxes than if filing
separately.
● Single Filing Status. Answer: Have never been married or has been divorced or legally
separated under state law.
, ● Single Filing Status (more). Answer: Widowed before January 1 of tax year and no
qualifying child. Or do not qualify for any other filing status (like Head of Household).
● Head of Household Status. Answer: Paid more than half the cost of keeping up the home.
Or considered unmarried.
● Considered Unmarried. Answer: If they file a separate return, paid more than half the cost
of keeping up the home, their spouse did not live in their home during the last six months of
the year.
● Considered Unmarried (cont). Answer: Have a child, stepchild, or foster child whose main
home was with them for more than half a year. Can claim the child as a qualifying dependent.
● Qualifying Surviving Spouse Status. Answer: Spouse passed away during the previous two
years. Has a qualifying dependent. Hasn't remarried. Paid more than half the cost of keeping
up the home during the tax year.
● Qualifying Surviving Spouse files. Answer: a joint return with deceased spouse (married
filing jointly).
● Head of Household. Even when not required to by the income threshold, fling a return may
be beneficial for the taxpayer.. Answer: True.
● The taxpayer cannot claim any dependents. Answer: if they or their spouse (fling jointly)
can be claimed as a dependent on someone else's tax return for the current tax year
● The taxpayer can claim any qualified dependents on their tax return if. Answer: No one else
can claim them as a dependent on their tax return for the current tax year.
● Support. Answer: Household expenses such as rent, groceries, utilities, clothing, in
reimbursed medical fees, travel, and recreational expenses.
● Qualifying child. Answer: A child who is your child, stepchild, foster child, sibling, step
sibling, half sibling, or descendant of any of these.
● Possible dependent if the qualifying child was. Answer: a citizen, national, or resident alien
of the US, or a resident of Canada or Mexico.
● You can NOT claim the child as dependent if. Answer: They were NOT a citizen, national,
or resident alien of the US, or a resident of Canada or Mexico.
● Qualifying child qualifies you for the tax credit or credit for other dependents.. Answer: If the
child had a SSN, ITIN, or Adoption Taxpayer Identification Number (ATIN) issued on or before
VERIFIED SOLUTIONS
● Not everyone is required to file a return.. Answer: True.
● Filing requirements depend on the tax payer's. Answer: Filing status Age Income
● Filing Status. Answer: Single Married Filing Jointly Married Filing Separately Head of
Household Qualifying Surviving Spouse Dependent (less common)
● Age range. Answer: Taxpayers age on December 31st of the tax year- under OR at or
above 65
● Gross income. Answer: Taxpayer's gross income for the tax year compared to IRS provided
threshold.
● Income less than threshold:. Answer: Not required to file a return.
● Income at/above threshold. Answer: Must file a return.
● Dependents claimed in someone else's return may still qualify to file a return.. Answer: True
● Even if the taxpayer is not required to file a return, they may still file a return that might bring
a refund for any federal income tax withheld.. Answer: True
● When someone files. Answer: They must choose a filing status.
● If you were married at the end of the tax year you can choose. Answer: Whether to file
jointly or separately.
● If one spouse chooses to file separately. Answer: Both must file separately.
● Married as of December 31st. Answer: File as Married Filing Jointly or Married Filing
Separately.
● Filing Jointly may. Answer: Get bigger tax breaks or pay less in taxes than if filing
separately.
● Single Filing Status. Answer: Have never been married or has been divorced or legally
separated under state law.
, ● Single Filing Status (more). Answer: Widowed before January 1 of tax year and no
qualifying child. Or do not qualify for any other filing status (like Head of Household).
● Head of Household Status. Answer: Paid more than half the cost of keeping up the home.
Or considered unmarried.
● Considered Unmarried. Answer: If they file a separate return, paid more than half the cost
of keeping up the home, their spouse did not live in their home during the last six months of
the year.
● Considered Unmarried (cont). Answer: Have a child, stepchild, or foster child whose main
home was with them for more than half a year. Can claim the child as a qualifying dependent.
● Qualifying Surviving Spouse Status. Answer: Spouse passed away during the previous two
years. Has a qualifying dependent. Hasn't remarried. Paid more than half the cost of keeping
up the home during the tax year.
● Qualifying Surviving Spouse files. Answer: a joint return with deceased spouse (married
filing jointly).
● Head of Household. Even when not required to by the income threshold, fling a return may
be beneficial for the taxpayer.. Answer: True.
● The taxpayer cannot claim any dependents. Answer: if they or their spouse (fling jointly)
can be claimed as a dependent on someone else's tax return for the current tax year
● The taxpayer can claim any qualified dependents on their tax return if. Answer: No one else
can claim them as a dependent on their tax return for the current tax year.
● Support. Answer: Household expenses such as rent, groceries, utilities, clothing, in
reimbursed medical fees, travel, and recreational expenses.
● Qualifying child. Answer: A child who is your child, stepchild, foster child, sibling, step
sibling, half sibling, or descendant of any of these.
● Possible dependent if the qualifying child was. Answer: a citizen, national, or resident alien
of the US, or a resident of Canada or Mexico.
● You can NOT claim the child as dependent if. Answer: They were NOT a citizen, national,
or resident alien of the US, or a resident of Canada or Mexico.
● Qualifying child qualifies you for the tax credit or credit for other dependents.. Answer: If the
child had a SSN, ITIN, or Adoption Taxpayer Identification Number (ATIN) issued on or before
