Intuit Academy Tax Level 1 Exam 2026/2027
Questions and Answers Graded A+
Not everyone is required to file a return.
True.
Filing requirements depend on the tax payer's
Filing status
Age
Income
Filing Status
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Surviving Spouse
Dependent (less common)
Age range
Taxpayers age on December 31st of the tax year- under 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).
Questions and Answers Graded A+
Not everyone is required to file a return.
True.
Filing requirements depend on the tax payer's
Filing status
Age
Income
Filing Status
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Surviving Spouse
Dependent (less common)
Age range
Taxpayers age on December 31st of the tax year- under 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).
