INTUIT TAX LEVEL 1 EXAM SET ACTUAL TEST PAPER QUESTIONS CORRECT ANSWERS
GRADED A PLUS
●● Filing requirements depend on the tax payer's Answer: Filing status
Age
Income
●● Filing Status Answer: Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Surviving Spouse
Dependent (less common)
●● Age range Answer: Taxpayers age on December 31st of the tax year-
under OR at or above 65
●● Gross income Answer: Taxpayer's gross income for the tax year
compared to IRS provided threshold.
●● Income less than threshold: Answer: Not required to file a return.
,●● Income at/above threshold Answer: Must file a return.
●● Dependents claimed in someone else's return may still qualify to file
a return. 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.
Answer: True
●● When someone files Answer: They must choose a filing status.
●● If you were married at the end of the tax year you can choose
Answer: Whether to file jointly or separately.
●● If one spouse chooses to file separately Answer: Both must file
separately.
●● Married as of December 31st Answer: File as Married Filing Jointly
or Married Filing Separately.
●● Filing Jointly may Answer: Get bigger tax breaks or pay less in taxes
than if filing separately.
, ●● Single Filing Status Answer: Have never been married or has been
divorced or legally separated under state law.
●● Single Filing Status (more) 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 Answer: Paid more than half the cost of
keeping up the home. Or considered unmarried.
●● Considered Unmarried 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.
●● Considered Unmarried (cont) Answer: 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.
●● Qualifying Surviving Spouse Status Answer: Spouse passed away
during the previous two years. Has a qualifying dependent. Hasn't
remarried. Paid more than half the cost of keeping up the home during
the tax year.
●● Qualifying Surviving Spouse files Answer: a joint return with
deceased spouse (married filing jointly).
GRADED A PLUS
●● Filing requirements depend on the tax payer's Answer: Filing status
Age
Income
●● Filing Status Answer: Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Surviving Spouse
Dependent (less common)
●● Age range Answer: Taxpayers age on December 31st of the tax year-
under OR at or above 65
●● Gross income Answer: Taxpayer's gross income for the tax year
compared to IRS provided threshold.
●● Income less than threshold: Answer: Not required to file a return.
,●● Income at/above threshold Answer: Must file a return.
●● Dependents claimed in someone else's return may still qualify to file
a return. 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.
Answer: True
●● When someone files Answer: They must choose a filing status.
●● If you were married at the end of the tax year you can choose
Answer: Whether to file jointly or separately.
●● If one spouse chooses to file separately Answer: Both must file
separately.
●● Married as of December 31st Answer: File as Married Filing Jointly
or Married Filing Separately.
●● Filing Jointly may Answer: Get bigger tax breaks or pay less in taxes
than if filing separately.
, ●● Single Filing Status Answer: Have never been married or has been
divorced or legally separated under state law.
●● Single Filing Status (more) 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 Answer: Paid more than half the cost of
keeping up the home. Or considered unmarried.
●● Considered Unmarried 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.
●● Considered Unmarried (cont) Answer: 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.
●● Qualifying Surviving Spouse Status Answer: Spouse passed away
during the previous two years. Has a qualifying dependent. Hasn't
remarried. Paid more than half the cost of keeping up the home during
the tax year.
●● Qualifying Surviving Spouse files Answer: a joint return with
deceased spouse (married filing jointly).
