TAX LEVEL 1: INTUIT ACADEMY EXAM QUESTIONS WITH
CORRECT ANSWERS 2026
Not everyone is required to file a return. - CORRECT ANSWER - True.
Filing requirements depend on the tax payer's - CORRECT ANSWER - Filing status
Age
Income
Filing Status - CORRECT ANSWER - Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Surviving Spouse
Dependent (less common)
Age range - CORRECT ANSWER - Taxpayers age on December 31st of the tax year- under OR at
or above 65
Gross income - CORRECT ANSWER - Taxpayer's gross income for the tax year compared to IRS
provided threshold.
Income less than threshold: - CORRECT ANSWER - Not required to file a return.
Income at/above threshold - CORRECT ANSWER - Must file a return.
Dependents claimed in someone else's return may still qualify to file a return. - CORRECT
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. - CORRECT ANSWER - True
When someone files - CORRECT ANSWER - They must choose a filing status.
If you were married at the end of the tax year you can choose - CORRECT ANSWER - Whether to
file jointly or separately.
If one spouse chooses to file separately - CORRECT ANSWER - Both must file separately.
Married as of December 31st - CORRECT ANSWER - File as Married Filing Jointly or Married
Filing Separately.
Filing Jointly may - CORRECT ANSWER - Get bigger tax breaks or pay less in taxes than if filing
separately.
Single Filing Status - CORRECT ANSWER - Have never been married or has been divorced or
legally separated under state law.
Single Filing Status (more) - CORRECT 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 - CORRECT ANSWER - Paid more than half the cost of keeping up the
home. Or considered unmarried.
Considered Unmarried - CORRECT 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.
CORRECT ANSWERS 2026
Not everyone is required to file a return. - CORRECT ANSWER - True.
Filing requirements depend on the tax payer's - CORRECT ANSWER - Filing status
Age
Income
Filing Status - CORRECT ANSWER - Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Surviving Spouse
Dependent (less common)
Age range - CORRECT ANSWER - Taxpayers age on December 31st of the tax year- under OR at
or above 65
Gross income - CORRECT ANSWER - Taxpayer's gross income for the tax year compared to IRS
provided threshold.
Income less than threshold: - CORRECT ANSWER - Not required to file a return.
Income at/above threshold - CORRECT ANSWER - Must file a return.
Dependents claimed in someone else's return may still qualify to file a return. - CORRECT
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. - CORRECT ANSWER - True
When someone files - CORRECT ANSWER - They must choose a filing status.
If you were married at the end of the tax year you can choose - CORRECT ANSWER - Whether to
file jointly or separately.
If one spouse chooses to file separately - CORRECT ANSWER - Both must file separately.
Married as of December 31st - CORRECT ANSWER - File as Married Filing Jointly or Married
Filing Separately.
Filing Jointly may - CORRECT ANSWER - Get bigger tax breaks or pay less in taxes than if filing
separately.
Single Filing Status - CORRECT ANSWER - Have never been married or has been divorced or
legally separated under state law.
Single Filing Status (more) - CORRECT 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 - CORRECT ANSWER - Paid more than half the cost of keeping up the
home. Or considered unmarried.
Considered Unmarried - CORRECT 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.
