VITA BASIC COURSE SCENARIOS AND TEST
QUESTIONS AND ANSWERS
Jeff may need to make a shared responsibility payment - Correct Answers -FALSE
Linda does not need to make a shared responsibility payment because she qualifies for
an exemption under the short coverage gap criteria - Correct Answers -TRUE
Ava cannot claim her son for the earned income credit because he did not live with her
for more than half the year and does not meet the residency test. - Correct Answers -
FALSE, attendance at school is considered temporary absence and this time is counted
as time that her child lived with her.
David is Ava's qualifying person for which of the following? (select all that apply) -
Correct Answers --Head of Household filing status
-Credit for other dependents
-Education credit
Jacob and Martha can claim $2,000 of qualified education expenses to calculate
Daniel's American credit. - Correct Answers -TRUE
How much of Martha and Jacob's Social Security is taxable - Correct Answers -$7,169
Which of the following items are included in the total payments on Jacob and Martha's
tax return? - Correct Answers -ALL OF THE ABOVE (federal income tax withheld from
Forms W-2 and 1099, $400 applied from 2017 return, Refundable credits)
What is the amount of Ellen's Standard deduction? - Correct Answers -$18,000
Which credits can Christopher and Amanda claim on their tax return? - Correct Answers
-Both A & B (CHILD AND DEPENDENT CARE CREDIT, CHILD TAX CREDIT)
Who can claim Mark and Kevin as qualifying children for earned income credit? -
Correct Answers -Mathew
What actions should George and Helen take to prevent having a balance due next
year? - Correct Answers -Both A & B (THEY SHOULD USE THE WITHHOLDING
CALCULATOR, THEY SHOULD ADJUST THEIR FORM W-4 TO INCREASE
WITHHOLDING)
What is the amount of gambling winnings claimed on Jacob's and Martha's 2018 tax
return? - Correct Answers -$2,000
QUESTIONS AND ANSWERS
Jeff may need to make a shared responsibility payment - Correct Answers -FALSE
Linda does not need to make a shared responsibility payment because she qualifies for
an exemption under the short coverage gap criteria - Correct Answers -TRUE
Ava cannot claim her son for the earned income credit because he did not live with her
for more than half the year and does not meet the residency test. - Correct Answers -
FALSE, attendance at school is considered temporary absence and this time is counted
as time that her child lived with her.
David is Ava's qualifying person for which of the following? (select all that apply) -
Correct Answers --Head of Household filing status
-Credit for other dependents
-Education credit
Jacob and Martha can claim $2,000 of qualified education expenses to calculate
Daniel's American credit. - Correct Answers -TRUE
How much of Martha and Jacob's Social Security is taxable - Correct Answers -$7,169
Which of the following items are included in the total payments on Jacob and Martha's
tax return? - Correct Answers -ALL OF THE ABOVE (federal income tax withheld from
Forms W-2 and 1099, $400 applied from 2017 return, Refundable credits)
What is the amount of Ellen's Standard deduction? - Correct Answers -$18,000
Which credits can Christopher and Amanda claim on their tax return? - Correct Answers
-Both A & B (CHILD AND DEPENDENT CARE CREDIT, CHILD TAX CREDIT)
Who can claim Mark and Kevin as qualifying children for earned income credit? -
Correct Answers -Mathew
What actions should George and Helen take to prevent having a balance due next
year? - Correct Answers -Both A & B (THEY SHOULD USE THE WITHHOLDING
CALCULATOR, THEY SHOULD ADJUST THEIR FORM W-4 TO INCREASE
WITHHOLDING)
What is the amount of gambling winnings claimed on Jacob's and Martha's 2018 tax
return? - Correct Answers -$2,000
