VITA BASIC BUNDLED EXAM
QUESTIONS AND CORRECT
DETAILED ANSWERS WITH
RATIONALES (VERIFIED ANSWERS)
|ALREADY GRADED A+ LATEST
UPDATED 2025
,VITA RETEST Basic Scenario Questions
And Answers 100% Solved
Does Jeff need to make a shared responsibility payment?
Answer: No, because he was covered by a health insurance plan through his
employer for the entire tax year. (True)
Must Linda make a shared responsibility payment?
Answer: No, because she had qualified healthcare coverage for the whole year.
(False)
Is David Ava’s qualifying child for the earned income credit?
Answer: Yes, David is Ava's qualifying child for the earned income credit. (True)
Can Ava claim David as a qualifying person for Head of Household filing status,
credit for other dependents, and the education credit?
Answer: Yes, David is a qualifying person for these credits. (True)
Is Ellen’s standard deduction $24,000?
Answer: No, Ellen’s standard deduction is not $24,000. (False)
What is the maximum additional child tax credit Ellen can claim per qualifying
child?
Answer: Ellen can claim up to $1,400 per qualifying child. (True)
Can Christopher and Amanda claim Jennifer as a qualifying child for the earned
income credit?
Answer: No, Christopher and Amanda cannot claim Jennifer for the earned
income credit. (False)
Is Jennifer a qualifying child for the child tax credit?
Answer: Yes, Jennifer qualifies for the child tax credit. (True)
,Is Ashley’s correct filing status "Single"?
Answer: No, Ashley’s filing status is not Single. (False)
Can Mathew claim Mark and Kevin as qualifying children for the earned income
credit?
Answer: Yes, Mathew can claim Mark and Kevin for the earned income credit.
(True)
Is there anything George and Helen can do to prevent a balance due next year?
Answer: Yes, there are steps George and Helen can take to avoid a balance due.
(False)
Should George and Helen wait to file their tax return until they can pay the
entire balance due?
Answer: No, they should not wait to file. (False)
Should Joshua file a tax return to claim a refund of his withholding?
Answer: Yes, Joshua should file a return to claim his withholding refund. (True)
How much must Jacob and Martha report in gambling winnings on their tax
return?
Answer: They must report $2,000 in gambling winnings. (True)
Does the amount of Daniel’s qualifying education expenses need to be reduced
by the scholarship amount shown on Form 1098-T?
Answer: Yes, the expenses should be reduced by the scholarship amount. (True)
What is the taxable amount of Jacob and Martha’s Social Security income?
Answer: The taxable amount is not $26,350. (False)
, Do Jacob and Martha have an increased standard deduction because they are
both 65 years old?
Answer: Yes, they have an increased standard deduction due to their age. (True)
Do Jacob and Martha need to use Form 8888 to allocate their refund between
checking and savings accounts?
Answer: Yes, they must use Form 8888 for this purpose. (True)
Can Emily claim an exemption on her 2018 tax return for not having healthcare
coverage for 2 months of the year?
Answer: Yes, Emily can claim an exemption for that period without coverage.
(True)
Does Emily qualify for the American opportunity credit?
Answer: No, Emily does not qualify for the American opportunity credit. (False)
What is the total federal income tax withheld shown on Emily's tax return?
Answer: The total federal income tax withheld is $3,470. (True)
What is the total credit amount shown on Form 2441, Child and Dependent Care
Expenses for Emily?
Answer: The total credit amount is $660. (True)
Does Emily qualify for the child tax credit?
Answer: No, Emily does not qualify for the child tax credit. (False)
VITA Basic Course Scenarios And Test
Questions And Answers 100% Correct!!!
Does Jeff need to make a shared responsibility payment?
Answer: No, Jeff does not need to make a shared responsibility payment. (False)
QUESTIONS AND CORRECT
DETAILED ANSWERS WITH
RATIONALES (VERIFIED ANSWERS)
|ALREADY GRADED A+ LATEST
UPDATED 2025
,VITA RETEST Basic Scenario Questions
And Answers 100% Solved
Does Jeff need to make a shared responsibility payment?
Answer: No, because he was covered by a health insurance plan through his
employer for the entire tax year. (True)
Must Linda make a shared responsibility payment?
Answer: No, because she had qualified healthcare coverage for the whole year.
(False)
Is David Ava’s qualifying child for the earned income credit?
Answer: Yes, David is Ava's qualifying child for the earned income credit. (True)
Can Ava claim David as a qualifying person for Head of Household filing status,
credit for other dependents, and the education credit?
Answer: Yes, David is a qualifying person for these credits. (True)
Is Ellen’s standard deduction $24,000?
Answer: No, Ellen’s standard deduction is not $24,000. (False)
What is the maximum additional child tax credit Ellen can claim per qualifying
child?
Answer: Ellen can claim up to $1,400 per qualifying child. (True)
Can Christopher and Amanda claim Jennifer as a qualifying child for the earned
income credit?
Answer: No, Christopher and Amanda cannot claim Jennifer for the earned
income credit. (False)
Is Jennifer a qualifying child for the child tax credit?
Answer: Yes, Jennifer qualifies for the child tax credit. (True)
,Is Ashley’s correct filing status "Single"?
Answer: No, Ashley’s filing status is not Single. (False)
Can Mathew claim Mark and Kevin as qualifying children for the earned income
credit?
Answer: Yes, Mathew can claim Mark and Kevin for the earned income credit.
(True)
Is there anything George and Helen can do to prevent a balance due next year?
Answer: Yes, there are steps George and Helen can take to avoid a balance due.
(False)
Should George and Helen wait to file their tax return until they can pay the
entire balance due?
Answer: No, they should not wait to file. (False)
Should Joshua file a tax return to claim a refund of his withholding?
Answer: Yes, Joshua should file a return to claim his withholding refund. (True)
How much must Jacob and Martha report in gambling winnings on their tax
return?
Answer: They must report $2,000 in gambling winnings. (True)
Does the amount of Daniel’s qualifying education expenses need to be reduced
by the scholarship amount shown on Form 1098-T?
Answer: Yes, the expenses should be reduced by the scholarship amount. (True)
What is the taxable amount of Jacob and Martha’s Social Security income?
Answer: The taxable amount is not $26,350. (False)
, Do Jacob and Martha have an increased standard deduction because they are
both 65 years old?
Answer: Yes, they have an increased standard deduction due to their age. (True)
Do Jacob and Martha need to use Form 8888 to allocate their refund between
checking and savings accounts?
Answer: Yes, they must use Form 8888 for this purpose. (True)
Can Emily claim an exemption on her 2018 tax return for not having healthcare
coverage for 2 months of the year?
Answer: Yes, Emily can claim an exemption for that period without coverage.
(True)
Does Emily qualify for the American opportunity credit?
Answer: No, Emily does not qualify for the American opportunity credit. (False)
What is the total federal income tax withheld shown on Emily's tax return?
Answer: The total federal income tax withheld is $3,470. (True)
What is the total credit amount shown on Form 2441, Child and Dependent Care
Expenses for Emily?
Answer: The total credit amount is $660. (True)
Does Emily qualify for the child tax credit?
Answer: No, Emily does not qualify for the child tax credit. (False)
VITA Basic Course Scenarios And Test
Questions And Answers 100% Correct!!!
Does Jeff need to make a shared responsibility payment?
Answer: No, Jeff does not need to make a shared responsibility payment. (False)
