INTUIT ACADEMY TAX LEVEL 1 PREMIUM EXAM PAPER TESTED QUESTIONS CORRECT
ANSWERS
OR at or above 65
• Gross income -✓✓Taxpayer's gross income for the tax year compared
to IRS provided threshold.
• Income less than threshold: -✓✓Not required to file a return.
• Income at/above threshold -✓✓Must file a return.
• Dependents claimed in someone else's return may still qualify to file a
return. -✓✓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. -
✓✓True
• When someone files -✓✓They must choose a filing status.
• If you were married at the end of the tax year you can choose -
✓✓Whether to file jointly or separately.
• If one spouse chooses to file separately -✓✓Both must file separately.
• Married as of December 31st -✓✓File as Married Filing Jointly or
Married Filing Separately.
• Filing Jointly may -✓✓Get bigger tax breaks or pay less in taxes than
if filing separately.
, • Single Filing Status -✓✓Have never been married or has been divorced
or legally separated under state law.
• Single Filing Status (more) -✓✓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 -✓✓Paid more than half the cost of keeping
up the home. Or considered unmarried.
• Considered Unmarried -✓✓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) -✓✓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 -✓✓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 -✓✓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. -✓✓True.
• The taxpayer cannot claim any dependents -✓✓if they or their spouse
(fling jointly) can be claimed as a dependent on someone else's tax
return for the current tax year
ANSWERS
OR at or above 65
• Gross income -✓✓Taxpayer's gross income for the tax year compared
to IRS provided threshold.
• Income less than threshold: -✓✓Not required to file a return.
• Income at/above threshold -✓✓Must file a return.
• Dependents claimed in someone else's return may still qualify to file a
return. -✓✓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. -
✓✓True
• When someone files -✓✓They must choose a filing status.
• If you were married at the end of the tax year you can choose -
✓✓Whether to file jointly or separately.
• If one spouse chooses to file separately -✓✓Both must file separately.
• Married as of December 31st -✓✓File as Married Filing Jointly or
Married Filing Separately.
• Filing Jointly may -✓✓Get bigger tax breaks or pay less in taxes than
if filing separately.
, • Single Filing Status -✓✓Have never been married or has been divorced
or legally separated under state law.
• Single Filing Status (more) -✓✓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 -✓✓Paid more than half the cost of keeping
up the home. Or considered unmarried.
• Considered Unmarried -✓✓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) -✓✓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 -✓✓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 -✓✓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. -✓✓True.
• The taxpayer cannot claim any dependents -✓✓if they or their spouse
(fling jointly) can be claimed as a dependent on someone else's tax
return for the current tax year
