H & R BLOCK STUDY QUIZ CH 1-11
QUESTIONS WITH CORRECT ANSWERS
2025/26.
1 of 23
Term
Juan (52) is filing as a single taxpayer with no dependents. Juan's
earned income and AGI in 2017 was $15,021, all from wages. He had no
other income. Juan is a U.S. citizen.
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2. No - Juan's age is not within the 4. No - Juan's income was
range. greater than $15,010.
, 3.Yes - Juan is eligible for the credit. 1. Yes - Juan meets the income
requirement.
Don't know?
2 of 23
Definition
Maximum penalty of $1,530, per return, assessed towards the paid
tax preparer.
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Marty (24) is a single taxpayer, filing head of household, with one dependent,
Mindy (2). Mindy is Marty's daughter, and she lived with him for all of 2017. No
one else lived with Marty. Marty's earned income and AGI was $23,457, all from
wages. He had no other income. Both Marty and Mindy are U.S. citizens. Marty
is not a full-time student.
Ronald (28) is filing as a single taxpayer with no dependents. Ronald's earned
income and AGI in 2017 was $10,281, all from wages. He had no other income. He is
a U.S. citizen.
Junichi (34) and Mariko (32) are married taxpayers, filing a joint return. Junichi's
gross income from wages was $34,281. Mariko had no income in 2017. They had
no other income in 2017. Junichi and Mariko have one dependent daughter,
Sakiko (4). They all lived together in 2017, and no one else lived with them. Junichi,
Mariko, and Sakiko are all U.S. citizens
Failure to the meet the 2017 due diligence requirements for EITC,
AOTC, and CTC/ACTC claimed on one return could result in which of
the
following?
, Don't know?
3 of 23
Term
Taxpayers whose only capital gain income is normal capital gain
distributions from mutual funds generally compute their tax using:
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The Alternative Minimum Tax Form The Itemized Deductions Schedule
The Qual Div and Cap gain
Tax Worksheet The Standard Deduction Worksheet
Don't know?
4 of 23
Term
A Tax Professional should ask additional questions whenever the
taxpayer's information seems:
Give this one a try later!
To align with
documentation provided. Ordinary and necessary.
QUESTIONS WITH CORRECT ANSWERS
2025/26.
1 of 23
Term
Juan (52) is filing as a single taxpayer with no dependents. Juan's
earned income and AGI in 2017 was $15,021, all from wages. He had no
other income. Juan is a U.S. citizen.
Give this one a try later!
2. No - Juan's age is not within the 4. No - Juan's income was
range. greater than $15,010.
, 3.Yes - Juan is eligible for the credit. 1. Yes - Juan meets the income
requirement.
Don't know?
2 of 23
Definition
Maximum penalty of $1,530, per return, assessed towards the paid
tax preparer.
Give this one a try later!
Marty (24) is a single taxpayer, filing head of household, with one dependent,
Mindy (2). Mindy is Marty's daughter, and she lived with him for all of 2017. No
one else lived with Marty. Marty's earned income and AGI was $23,457, all from
wages. He had no other income. Both Marty and Mindy are U.S. citizens. Marty
is not a full-time student.
Ronald (28) is filing as a single taxpayer with no dependents. Ronald's earned
income and AGI in 2017 was $10,281, all from wages. He had no other income. He is
a U.S. citizen.
Junichi (34) and Mariko (32) are married taxpayers, filing a joint return. Junichi's
gross income from wages was $34,281. Mariko had no income in 2017. They had
no other income in 2017. Junichi and Mariko have one dependent daughter,
Sakiko (4). They all lived together in 2017, and no one else lived with them. Junichi,
Mariko, and Sakiko are all U.S. citizens
Failure to the meet the 2017 due diligence requirements for EITC,
AOTC, and CTC/ACTC claimed on one return could result in which of
the
following?
, Don't know?
3 of 23
Term
Taxpayers whose only capital gain income is normal capital gain
distributions from mutual funds generally compute their tax using:
Give this one a try later!
The Alternative Minimum Tax Form The Itemized Deductions Schedule
The Qual Div and Cap gain
Tax Worksheet The Standard Deduction Worksheet
Don't know?
4 of 23
Term
A Tax Professional should ask additional questions whenever the
taxpayer's information seems:
Give this one a try later!
To align with
documentation provided. Ordinary and necessary.
