1
VITA Basic Course Scenarios and Test
Questions
R
Ava cannot claim her son for the earned income credit because he did not live with her
for more than half the year and does not meet the residency test. - ANS FALSE,
E
attendance at school is considered temporary absence and this time is counted as time
that her child lived with her.
H
David is Ava's qualifying person for which of the following? (select all that apply) -
ANS -Head of Household filing status
G
-Credit for other dependents
I
-Education credit
Emily is eligible to claim the child tax credit on her 2018 tax return. - ANS TRUE
H
Emily is subject to the 10% additional tax from her 401(k) distribution. - ANS
G
TRUE
How much of Martha and Jacob's Social Security is taxable - ANS $7,169
IN
Jacob and Martha can claim $2,000 of qualified education expenses to calculate
Daniel's American credit. - ANS TRUE
Y
Jeff may need to make a shared responsibility payment - ANS FALSE
L
Linda does not need to make a shared responsibility payment because she qualifies for
F
an exemption under the short coverage gap criteria - ANS TRUE
What actions should George and Helen take to prevent having a balance due next
year? - ANS Both A & B (THEY SHOULD USE THE WITHHOLDING
CALCULATOR, THEY SHOULD ADJUST THEIR FORM W-4 TO INCREASE
WITHHOLDING)
What form must be used to split Jacob and Martha's refund? - ANS Form 8888,
Allocation of Refund (Including Savings Bond Purchases)
What is the amount of Ellen's Standard deduction? - ANS $18,000
VITA Basic Course Scenarios and Test
Questions
R
Ava cannot claim her son for the earned income credit because he did not live with her
for more than half the year and does not meet the residency test. - ANS FALSE,
E
attendance at school is considered temporary absence and this time is counted as time
that her child lived with her.
H
David is Ava's qualifying person for which of the following? (select all that apply) -
ANS -Head of Household filing status
G
-Credit for other dependents
I
-Education credit
Emily is eligible to claim the child tax credit on her 2018 tax return. - ANS TRUE
H
Emily is subject to the 10% additional tax from her 401(k) distribution. - ANS
G
TRUE
How much of Martha and Jacob's Social Security is taxable - ANS $7,169
IN
Jacob and Martha can claim $2,000 of qualified education expenses to calculate
Daniel's American credit. - ANS TRUE
Y
Jeff may need to make a shared responsibility payment - ANS FALSE
L
Linda does not need to make a shared responsibility payment because she qualifies for
F
an exemption under the short coverage gap criteria - ANS TRUE
What actions should George and Helen take to prevent having a balance due next
year? - ANS Both A & B (THEY SHOULD USE THE WITHHOLDING
CALCULATOR, THEY SHOULD ADJUST THEIR FORM W-4 TO INCREASE
WITHHOLDING)
What form must be used to split Jacob and Martha's refund? - ANS Form 8888,
Allocation of Refund (Including Savings Bond Purchases)
What is the amount of Ellen's Standard deduction? - ANS $18,000
