Intuit Academy - Introduction to
individual tax Module 2 Questions
with 100% Correct Answers
What does a taxpayers filing status determine? Correct Answer: It determines
the rate at which their income is taxed as well as:
Filing requirements
Standard deduction used
Eligibility for certain credits
correct tax
What are the 5 filing statuses? Correct Answer: 1. Single
2. Married filing jointly
3. Married filing separately
4. Head of household
5. Qualifying widow/surviving spouse
What are the requirements to file as single? Correct Answer: Never been
married
Divorced or Legally Separated under state law.
, Were widowed before January 1 of that year and do not have qualify child(ren)
Not qualified for any other filing status (Head of Household)
What are the requirements to file as head of household? Correct Answer:
Provided more than half the cost of keeping up the home
Is unmarried or considered becoming unmarried and has a qualifying person
who lived with them
What are the requirements to file as Qualifying surviving spouse? Correct
Answer: If your spouse passed away during the current tax year and you have
not remarried.
if their spouse files separately, then both spouses have to file separately. Correct
Answer: True
Filing separately has tax rates similar to single tax rates. Correct Answer: True
Filing separately includes credit and deduction limitations, and some income
can be taxed at higher levels, such as social security. The majority of filers
choose to file joint returns. Correct Answer: True
Ray is a divorced, single parent who has full custody of his eight-year-old son. He
receives alimony payments of $1600 per month. Based on this information, what
is Ray's filing status? Correct Answer: Head of household
Dan lost his spouse, Pat, to a terminal illness last year. Dan and Pat have a ten
year old daughter that is their dependent. Dan was qualified to file a married
filing jointly return last year. Is Dan a qualified surviving spouse? Correct Answer:
Yes
individual tax Module 2 Questions
with 100% Correct Answers
What does a taxpayers filing status determine? Correct Answer: It determines
the rate at which their income is taxed as well as:
Filing requirements
Standard deduction used
Eligibility for certain credits
correct tax
What are the 5 filing statuses? Correct Answer: 1. Single
2. Married filing jointly
3. Married filing separately
4. Head of household
5. Qualifying widow/surviving spouse
What are the requirements to file as single? Correct Answer: Never been
married
Divorced or Legally Separated under state law.
, Were widowed before January 1 of that year and do not have qualify child(ren)
Not qualified for any other filing status (Head of Household)
What are the requirements to file as head of household? Correct Answer:
Provided more than half the cost of keeping up the home
Is unmarried or considered becoming unmarried and has a qualifying person
who lived with them
What are the requirements to file as Qualifying surviving spouse? Correct
Answer: If your spouse passed away during the current tax year and you have
not remarried.
if their spouse files separately, then both spouses have to file separately. Correct
Answer: True
Filing separately has tax rates similar to single tax rates. Correct Answer: True
Filing separately includes credit and deduction limitations, and some income
can be taxed at higher levels, such as social security. The majority of filers
choose to file joint returns. Correct Answer: True
Ray is a divorced, single parent who has full custody of his eight-year-old son. He
receives alimony payments of $1600 per month. Based on this information, what
is Ray's filing status? Correct Answer: Head of household
Dan lost his spouse, Pat, to a terminal illness last year. Dan and Pat have a ten
year old daughter that is their dependent. Dan was qualified to file a married
filing jointly return last year. Is Dan a qualified surviving spouse? Correct Answer:
Yes
