INTUIT ACADEMY TAX LEVEL 1 EXAM PREP QUESTIONS ANSWERS STUDY GUIDE
VERIFIED SOLUTION
• 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).
• 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.
VERIFIED SOLUTION
• 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).
• 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.
