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VITA CERTIFICATION EXAM
100% VERIFIED ANSWERS
2024/2025 CORRECT STUDY
SET
WHICH OF THE FOLLOWING IS A VIOLATION OF THE VOLUNTEER STANDARDS OF CONDUCT?
A. KNOWINGLY PREPARING A FALSE TAX RETURN
B. HAVING A DONATION/TIP JAR IN THE TAXPAYER WAITING AREA AT THE SITE
C. USING TAXPAYER'S PERSONAL INFORMATION TO ASK FOR A DATE
D. ALL OF THE ABOVE
D. ALL OF THE ABOVE
WHICH VOLUNTEERS MUST TAKE VOLUNTEER STANDARDS OF CONDUCT TRAINING AND TEST?
A. SITE COORDINATORS/LOCAL COORDINATORS
B. QUALITY REVIEWERS AND TAX RETURN PREPARERS
C. GREETERS
D. ALL VITA/TCE VOLUNTEERS
D. ALL OF THE ABOVE
IF A VOLUNTEER VIOLATES THE VOLUNTEER STANDARDS OF CONDUCT, WHAT ARE THE POSSIBLE
CONSEQUENCES?
A. REMOVAL FROM THE VITA/TCE PROGRAMS
B. CRIMINAL INVESTIGATION C. ELIMINATION OF VITA/TCE GRANT FUNDS
D. DEACTIVATION OF EFIN
E. ALL OF THE ABOVE
E. ALL OF THE ABOVE
BOB, AN IRS TAX LAW CERTIFIED VOLUNTEER PREPARER, TOLD THE TAXPAYER THAT CASH INCOME
DOES NOT NEED TO BE REPORTED BECAUSE THE IRS WILL NEVER FIND OUT. THE RETURN WAS
COMPLETED WITHOUT THE CASH INCOME. JIM, THE DESIGNATED QUALITY REVIEWER, SIMPLY
MISSED THIS OMISSION AND THE RETURN WAS PRINTED, SIGNED, AND E-FILED. WHO HAS
VIOLATED THE VOLUNTEER STANDARDS OF CONDUCT?
A. BOB, THE IRS TAX LAW CERTIFIED VOLUNTEER PREPARER
B. JIM, THE DESIGNATED QUALITY REVIEWER
C. BETTY, THE SITE COORDINATOR
D. NO ONE HAS VIOLATED THE VOLUNTEER STANDARDS OF CONDUCT
A. BOB, THE IRS TAX LAW CERTIFIED VOLUNTEER PREPARER
HEIDI, A CERTIFIED VOLUNTEER, IS WORKING AT THE INTAKE STATION. AS PART OF HER DUTIES,
SHE IS REQUIRED TO EXPLAIN TO THE TAXPAYER WHAT THEY ARE EXPECTED TO DO TODAY AS PART
OF THE RETURN PREPARATION PROCESS. WHAT SHOULD HEIDI TELL THEM?
A. FORM 13614-C MUST BE COMPLETED PRIOR TO HAVING THE RETURN PREPARED
B. YOU WILL BE INTERVIEWED BY THE RETURN PREPARER AND ASKED ADDITIONAL QUESTIONS AS
NEEDED
C. YOU NEED TO PARTICIPATE IN A QUALITY REVIEW OF YOUR TAX RETURN BY SOMEONE OTHER
THAN THE RETURN PREPARER
D. ALL OF THE ABOVE
D. ALL OF THE ABOVE
VOLUNTEERS MUST VERIFY THE TAXPAYER HAS THE FOLLOWING ITEMS AS SOON AS POSSIBLE:
A. PHOTO IDENTIFICATION
B. SOCIAL SECURITY NUMBER DOCUMENTS
C. ALL INCOME STATEMENTS, INCLUDING FORMS W-2, 1099-R, ETC.
D. ALL OF THE ABOVE
D. ALL OF THE ABOVE
TRUE OR FALSE: THE TAXPAYER SHOULD BE INFORMED OF THEIR RESPONSIBILITY FOR THE
INFORMATION ON THE TAX RETURN DURING THE QUALITY REVIEW PROCESS.
TRUE
TRUE OR FALSE: VOLUNTEERS WHO REFUSE TO USE THE INTAKE/INTERVIEW PROCESS ARE
VIOLATING THE STANDARDS OF CONDUCT.
TRUE
WHICH OF THE FOLLOWING STATEMENTS IS NOT CORRECT?
A. VOLUNTEERS SHOULD CONFIRM THE TAXPAYER'S IDENTITY THROUGH PHOTO ID.
B. VOLUNTEERS SHOULD VERIFY THE SOCIAL SECURITY NUMBER AND/OR ITIN.
C. VOLUNTEERS SHOULD REVIEW ALL DOCUMENTS NEEDED TO PREPARE AN ACCURATE RETURN.
D. VOLUNTEERS DO NOT NEED TO REFER TO THE INTAKE SHEET WHEN PREPARING THE TAX
RETURN.
D. VOLUNTEERS DO NOT NEED TO REFER TO THE INTAKE SHEET WHEN PREPARING THE TAX RETURN.
THE QUALITY REVIEW PROCESS INCLUDES:
A. ASSIGNING A QUALITY REVIEWER WITH THE APPROPRIATE CERTIFICATION LEVEL.
B. INVITING THE TAXPAYER TO PARTICIPATE IN THE QUALITY REVIEW.
C. EXPLAINING TO THE TAXPAYER THAT THEY ARE RESPONSIBLE FOR THE INFORMATION ON THEIR
TAX RETURN.
D. ALL OF THE ABOVE
D. ALL OF THE ABOVE
TRUE OR FALSE: AN INTERVIEW OF THE TAXPAYER SHOULD ONLY BE PERFORMED IF THE SITE IS
NOT BUSY.
FALSE
EXPLAINING THE INTAKE/INTERVIEW AND QUALITY REVIEW PROCESS IS IMPORTANT SO THE
TAXPAYER UNDERSTANDS THEY ARE EXPECTED TO:
A. HAVE A COMPLETED FORM 13614-C PRIOR TO HAVING THE RETURN PREPARED
B. ANSWER THE TAX PREPARER'S ADDITIONAL QUESTIONS DURING THE INTERVIEW
C. PARTICIPATE IN THE QUALITY REVIEW OF THEIR TAX RETURN
D. ALL OF THE ABOVE
D. ALL OF THE ABOVE
TRUE OR FALSE: ALL IRS-CERTIFIED VOLUNTEER PREPARERS PARTICIPATING IN THE VITA/TCE
PROGRAMS MUST USE FORM 13614-C ALONG WITH AN EFFECTIVE INTERVIEW FOR EVERY RETURN
PREPARED AT THE SITE
TRUE
WHAT SHOULD THE CERTIFIED VOLUNTEER PREPARER DO BEFORE STARTING THE TAX RETURN?
A. MAKE SURE ALL QUESTIONS ON FORM 13614-C ARE ANSWERED
B. CHANGE "UNSURE" ANSWERS TO "YES" OR "NO" BASED ON A CONVERSATION WITH THE
TAXPAYER
C. VERIFY THE RETURN IS WITHIN YOUR CERTIFICATION LEVEL
D. ALL OF THE ABOVE
C. VERIFY THE RETURN IS WITHIN YOUR CERTIFICATION LEVEL
TRUE OR FALSE: WHEN REVIEWING FORM 13614-C, YOU SEE THE "INTEREST" QUESTION IS
MARKED "YES" AND THE TAXPAYER GIVES YOU A FORM 1099-INT. YOU SHOULD ASK THE
TAXPAYER IF THEY HAD ANY OTHER INTEREST INCOME
TRUE
VITA AND TCE SITES ARE REQUIRED TO CONDUCT QUALITY REVIEWS:
A. OF ALL THE RETURNS PREPARED BY VOLUNTEERS WHO HAVE LESS THAN TWO YEARS OF
EXPERIENCE PREPARING RETURNS
B. OF EVERY RETURN PREPARED AT THE SITE
C. ONLY WHEN THERE IS A QUALITY REVIEWER AVAILABLE
D. OF ALL RETURNS PREPARED BY VOLUNTEERS WITH CERTIFICATION LEVELS BELOW ADVANCED,
MILITARY, OR INTERNATIONAL
B. OF EVERY RETURN PREPARED AT THE SITE
TRUE OR FALSE: YOU DO NOT NEED TO SEE PROOF OF INSURANCE COVERAGE FOR A TAXPAYER IF
YOU FEEL THAT THIS INFORMATION IS NOT UNUSUAL OR QUESTIONABLE.
TRUE
TRUE OR FALSE: A VOLUNTEER MUST REVIEW PHOTO IDENTIFICATION FOR EVERY TAXPAYER TO
DETER THE POSSIBILITY OF IDENTITY THEFT.
TRUE
WHEN DOES THE TAXPAYER SIGN THE TAX RETURN?
A. BEFORE QUALITY REVIEW AND BEFORE BEING ADVISED OF THEIR RESPONSIBILITY FOR THE
ACCURACY OF THE INFORMATION ON THE RETURN
B. BEFORE QUALITY REVIEW AND AFTER BEING ADVISED OF THEIR RESPONSIBILITY FOR THE
A. ONLY WHEN THE TAXPAYER HAS QUESTIONS
B. ONLY IF THE TAXPAYER HAS NEVER VISITED YOUR SITE
C. ONLY WHEN THE SITE IS NOT BUSY D. FOR EVERY RETURN PREPARED AT THE SITE
D. FOR EVERY PREPARED TAX RETURN
THE CERTIFIED VOLUNTEER PREPARER SHOULD VERIFY THE RETURN IS WITHIN THEIR
CERTIFICATION LEVEL AS PART OF THE INTAKE/INTERVIEW PROCESS.
TRUE
WHEN REVIEWING FORM 13614-C, YOU SEE THE "INTEREST" QUESTION IS MARKED "YES" AND THE
TAXPAYER GIVES YOU A FORM 1099-INT. WHAT SHOULD YOU DO NEXT?
C. ASK THE TAXPAYER IF THEY HAD ANY OTHER INTEREST INCOME
TRUE OR FALSE: VITA AND TCE SITES ARE REQUIRED TO CONDUCT QUALITY REVIEWS OF EVERY
RETURN PREPARED AT THE SITE.
TRUE
A TAXPAYER TELLS YOU THAT THEY HAD HEALTH INSURANCE COVERAGE FOR THE ENTIRE YEAR,
BUT THEY DID NOT BRING PROOF OF THE COVERAGE. THIS INFORMATION ALONG WITH ALL
OTHER INFORMATION GATHERED DURING YOUR INTERVIEW DOES NOT SEEM UNUSUAL OR
QUESTIONABLE. AS A TAX PREPARER, YOU SHOULD:
B. PREPARE THE RETURN USING THE INFORMATION WITHOUT SEEING ANY PROOF OF INSURANCE
COVERAGE
WHAT INFORMATION MUST A VOLUNTEER REVIEW TO DETER THE POSSIBILITY OF IDENTITY
THEFT?
A. FORM W-2 B. PHOTO IDENTIFICATION C. LAST YEAR'S TAX RETURN D. MEDICAID CARD
B. PHOTO IDENTIFICATION
BASIC SCENARIO 1:
WENDY GORDON.
AGE: 20, IS A U.S. CITIZEN WITH VALID SS.
"UNSURE" TO QUESTION "CAN ANYONE CLAIM YOU OR YOUR SPOUSE ON THEIR TAX RETURN?"
- FULL TIME STUDENT DURING 2015
- ONLY INCOME FOR $6,500 IN WAGES
- LIVED WITH HER PARENTS ALL YEAR, BUT THEY TOLD HER THEY WILL NOT CLAIM HER
- DOES NOT PROVIDE MORE THAN HALF OF HER OWN SUPPORT.
WHICH OF THE FOLLOWING STATEMENTS IS CORRECT?
A. WENDY MUST CLAIM 0 EXEMPTIONS, BECAUSE HER INCOME WAS LESS THAN $10,000.
B. WENDY MUST CLAIM 0 EXEMPTIONS, BECAUSE HER PARENTS CAN CLAIM HER AS A
DEPENDENT ON THEIR TAX RETURN. CORRECT
C. WENDY CAN CLAIM 1 EXEMPTION, BECAUSE SHE HAD EARNED INCOME.
D. WENDY CAN CLAIM 1 EXEMPTION, BECAUSE HER PARENTS HAVE DECIDED NOT TO CLAIM
HER.
USING PUBLICATION 4012, WHO MUST FILE TAB, CHART B, IS WENDY REQUIRED TO FILE A TAX
RETURN?
A. YES CORRECT
B. NO
BASIC SCENARIO 2:
JOANNE PARKS
AGE: 32, UNMARRIED AND EARNED $40,000 IN WAGES.
JOANNE'S 67-YEAR-OLD SINGLE FATHER, JOHN, LIVES IN HIS OWN APARTMENT IN SEATTLE.
JOANNE PROVIDES MORE THAN HALF OF HER FATHER'S SUPPORT AND ALL THE COST OF KEEPING
HER FATHER'S HOME.
- JOHN'S INCOME IS O$6,800 SS BENEFITS
- NONE OF JOHN'S SS INCOME IS TABLE, AND HE IS NO REQUIRED TO FILE A TAX RETURN
- JOANNE HAD QUALIFIED EMPLOYEE HEALTH INSURANCE COVERAGE OVER ALL OF 2015. JOHN
HAD MEDICARE PART A & B COVERAGE ALL YEAR.
JOANNE AND JOHN ARE U.S. CITIZENS WITH VALID SS.
JOANNE'S MOST ADVANTAGEOUS ALLOWABLE FILING STATUS IS:
A. MARRIED FILING JOINTLY
B. QUALIFYING WIDOW
C. HEAD OF HOUSEHOLD CORRECT
D. SINGLE
FALSE
BASIC SCENARIO 4:
PAUL AND JESSICA VERMILLION
AGE: 24 AND 22, MARRIED AND WANT TO FILE JOINT
CHILDREN: NAOMI, 3 AND LIVED WITH THEM ALL YEAR.
PAID AND JESSICA LIVED IN THE U.S. ALL YEAR AND HAVE INDIVIDUAL TAXPAYER IDENTIFICATION
NUMBERS. THEY ARE NOT U.S. CITIZENS AND ARE NOT LAWFULLY PRESENT IN THE U.S.
PAUL EARNED $32,000 IN WAGES.
BOTH PROVIDE SUPPORT FOR NAOMI.
NAOMI HAS A SS AND IS A U.S. CITIZEN.
PAUL AND JESSICA DO NOT HAVE INSURANCE, AND NAOMI HAS MINIMUM COVERAGE.
PAUL AND JESSICA QUALIFY FOR A HEALTH INSURANCE COVERAGE EXEMPTION.
A. TRUE
B. FALSE CORRECT
ARE PAUL AND JESSICA ELIGIBLE TO CLAIM THE EARNED INCOME CREDIT?
A. YES, BECAUSE NAOMI IS A U.S. CITIZEN. CORRECT
B. YES, BECAUSE THEY HAVE EARNED INCOME.
C. NO, BECAUSE JESSICA HAD NO EARNED INCOME.
D. NO, BECAUSE PAUL AND JESSICA HAVE ITINS.
PAUL AND JESSICA CAN CLAIM NAOMI AS A DEPENDENT ON THEIR TAX RETURN.
A. TRUE CORRECT
B. FALSE
WOULD EARNING INCOME IN A FOREIGN COUNTRY PREVENT A TAXPAYER FROM BEING ELIGIBLE
FOR THE EIC?
NO; TAXPAYERS WHO DO NOT EXCLUDE THEIR FOREIGN INCOME FROM THEIR GROSS INCOME MAY
STILL BE ELIGIBLE FOR THE EIC
WOULD RECEIVING $2,100 IN INVESTMENT INCOME PREVENT A TAXPAYER FROM BEING ELIGIBLE
FOR THE EIC?
NO; A TAXPAYER MAY RECEIVE UP TO $3,400 IN INVESTMENT INCOME AND STILL BE ELIGIBLE FOR
EIC.
WOULD FILING A JOINT RETURN WITH A SPOUSE WHO HAS AN INDIVIDUAL TAXPAYER
IDENTIFICATION NUMBER (ITIN) INSTEAD OF A SOCIAL SECURITY NUMBER PREVENT A TAXPAYER
FROM BEING ELIGIBLE FOR THE EIC?
YES; BOTH SPOUSES ON A JOINT RETURN MUST HAVE VALID SOCIAL SECURITY NUMBERS
WOULD BEING MARRIED TO A NONRESIDENT ALIEN PREVENT A TAXPAYER FROM BEING ELIGIBLE
FOR THE EIC?
NO; NONRESIDENTS MAY QUALIFY FOR THE EIC IF THEY FILE A JOINT RETURN WITH A U.S. CITIZEN
OR RESIDENT.
TWILA, AGE 32, LIVES ALONE, IS SINGLE, AND EARNS $10,250. HER ADJUSTED GROSS INCOME IS
$10,950. SHE IS NOT THE QUALIFYING CHILD OF ANOTHER PERSON. IS TWILA ELIGIBLE TO CLAIM
THE EIC?
YES; TWILA IS BETWEEN 25 AND 26; HER EARNED INCOME AND HER AGI ARE BOTH LESS THAN
$14,820; SHE CANNOT BE CLAIMED AS A DEPENDENT; AND SHE IS NOT A QUALIFYING CHILD OR
ANOTHER PERSON.
ANTONIO HAS $23,050 IN EARNED INCOME, AND HIS ADJUSTED GROSS INCOME IS $23,175. HIS
FILING STATUS IS SINGLE. ANTONIO'S 20-YEAR-OLD DAUGHTER, MARIA, LIVED WITH HIM FOR
EIGHT MONTHS OF THE YEAR. MARIA IS NOT MARRIED AND IS A FULL-TIME COLLEGE STUDENT.
CAN ANTONIO CLAIM THE EIC?
YES; ANTONIO CAN CLAIM THE EIC BECAUSE HE HAS A QUALIFYING CHILD WHO LIVED WITH HIM
MORE THAN HALF THE YEAR, AND HIS EARNED INCOME AND ADJUSTED GROSS INCOME ARE BOTH
UNDER $39,
JIM AND SALLY CAN BOTH FILE AS HEAD OF HOUSEHOLD ON THEIR INDIVIDUAL RETURNS.
FALSE
JIM AND SALLY ARE NOT MARRIED. THEY LIVED TOGETHER ALL YEAR.
SALLY HAD $5,000 IN EARNED INCOME DURING 2015. JIM EARNED $30,000 IN WAGES.
JIM AND SALLY HAVE TWO CHILDREN. TYLER IS 10 YEARS OLD, AND JAMIE IS 8.
C. BOTH THE AMERICAN OPPORTUNITY CREDIT AND LIFETIME LEARNING CREDIT
D. SHE DOES NOT QUALIFY FOR ANY EDUCATION CREDIT
IS MELINDA'S COURSE BOOK A QUALIFIED EDUCATIONAL EXPENSE FOR THE LIFETIME LEARNING
CREDIT?
A. NO, BECAUSE THE BOOK COSTS TOO MUCH. CORRECT
B. NO, BECAUSE IT IS NOT REQUIRED AS A CONDITION OF ENROLLMENT AND PAID TO THE
INSTITUTION.
C. YES, BECAUSE IT WILL IMPROVE HER JOB SKILLS.
D. YES, BECAUSE QUALIFIED EDUCATIONAL EXPENSES ARE THE SAME FOR ALL EDUCATION
CREDITS.
WARREN HAS AN IDENTITY PROTECTION PIN. HOW DOES THIS AFFECT HIS RETURN PREPARATION?
A. THE RETURN MUST BE FILED AS A PAPER RETURN.
B. THIS RETURN CANNOT BE PREPARED AT A VOLUNTEER SITE.
C. THE IDENTITY PROTECTION PIN MUST BE ENTERED DURING RETURN PREPARATION.
D. ALL OF THE ABOVE.
D. ALL OF THE ABOVE
WHAT IS THE CORRECT AMOUNT OF TAXABLE INTEREST SHOWN ON THE GRAVES' FORM 1040,
LINE 8A?
A. $
B. $
C. $
D. $
B. 9
WHAT IS THE TAXABLE AMOUNT OF WARREN'S SOCIAL SECURITY? $_______.
WARREN IS OVER 65. HOW DOES THAT AFFECT THEIR TAX RETURN?
A. THERE IS NO EFFECT.
B. IT INCREASES THEIR STANDARD DEDUCTION.
C. IT INCREASES THEIR PERSONAL EXEMPTIONS.
D. THEY MUST ITEMIZE THEIR DEDUCTIONS
B. IT INCREASES THEIR STANDARD DEDUCTION
WARREN AND SHIRLEY WANT TO AVOID HAVING A BALANCE DUE NEXT YEAR. WARREN CAN
SUBMIT A FORM W4-P TO HAVE TAX WITHHELD ON HIS PENSION.
A. TRUE
B. FALSE
TRUE
THE GRAVES ARE NOT REQUIRED TO MAKE A SHARED RESPONSIBILITY PAYMENT ON FORM
1040, PAGE 2.
A. TRUE
B. FALSE
FALSE
MILTON IS COVERED BY MEDICARE PARTS A AND B FOR THE WHOLE YEAR. HE IS NOT HAVE
REQUIRED TO MAKE A SHARED RESPONSIBILITY PAYMENT,
YES; UNDER ACA MINIMUM ESSENTIAL COVERAGE INCLUDES SPECIFIED GOVERNMENT-SPONSORED
PROGRAM.
JOE WAS COVERED BY MEDICAID UNTIL FEBRUARY 23RD. HE STARTED A NEW JOB AND HIS
EMPLOYER-SPONSORED HEALTH COVERAGE STARTED ON MAY 1ST. DOES AN EXEMPTION APPLY?
YES; JOW IS ELIGIBLE FOR THE SHORT COVERAGE GAP EXEMPTION BECAUSE HE WAS WITHOUT
COVERAGE FOR LESS THAN THREE MONTHS. SHORT COVERAGE GAP MEANS AN INDIVIDUAL WENT
WITHOUT COVERAGE FOR LESS THAN THREE CONSECUTIVE MONTHS DURING THE YEAR.
A U.S. CITIZEN LIVED OUTSIDE THE U.S. FOR 330 FULL DAYS DURING A 12-MONTH PERIOD. THEY
QUALIFY FOR AN EXEMPTION.
YES; A U.S. CITIZEN OR RESIDENT WHO SPENT AT LEAST 330 FULL DAYS OUTSIDE OF THE THE U.S.
DURING A 12-MONTH PERIOD QUALIFIES FOR AN EXEMPTION.
IF THE AMOUNT THE INDIVIDUAL WOULD HAVE PAID FOR THE LOWEST COST EMPLOYER
SPONSORED COVERAGE AVAILABLE, OR FOR SELF-ONLY COVERAGE THROUGH THE MARKETPLACE,
IS MORE THAN 8.05% OF THE TAXPAYER'S HOUSEHOLD INCOME FOR 2015, THEY QUALIFY FOR AN
EXEMPTION.
WHAT IS THE CREDIT FOR CHILD AND DEPENDENT CARE EXPENSES ON FORM 2441, LINE 11?
A. $
B. $
C. $
D. $
4. TERESA AND HER CHILDREN DID NOT HAVE MINIMUM ESSENTIAL COVERAGE (MEC) FOR TWO
MONTHS OF THE TAX YEAR. HOW DOES THIS AFFECT HER TAX RETURN?
A. SHE MUST MAKE AN INDIVIDUAL SHARED RESPONSIBILITY PAYMENT FOR HERSELF.
B. SHE MUST MAKE AN INDIVIDUAL SHARED RESPONSIBILITY PAYMENT FOR ZACK AND
MACKENZIE.
C. SHE MUST COMPLETE FORM 8965 TO CLAIM THE SHORT COVERAGE GAP EXEMPTION.
D. ALL OF THE ABOVE.
C. SHE MUST COMPLETE FORM 8965 TO CLAIM THE SHORT COVERAGE GAP EXEMPTION.
TERESA QUALIFIES FOR THE SHORT COVERAGE GAP EXEMPTION.
YES
WHAT IS THE AMOUNT OF ADDITIONAL TAX ON THE DISTRIBUTION FROM TERESA'S 401(K),
SHOWN IN THE OTHER TAXES SECTION OF FORM 1040?
B. 130
. WHAT IS EVAN'S TOTAL DEDUCTION FOR CHARITABLE CONTRIBUTIONS ON SCHEDULE A, LINE 19?
D. 1840
WHAT IS THE TOTAL OF EVAN'S ITEMIZED DEDUCTIONS ON SCHEDULE A, LINE 29?
A. $10,
B. $12,
C. $12,
D. $13,
CAN EVAN CLAIM HEAD OF HOUSEHOLD FILING STATUS?
A. NO, BECAUSE HE IS MARRIED.
B. NO, BECAUSE NOAH DID NOT LIVE AT HOME FOR THE WHOLE YEAR.
C. NO, BECAUSE EVAN DID NOT PAY NOAH'S EDUCATIONAL EXPENSES.
D. YES, BECAUSE EVAN IS CONSIDERED UNMARRIED, HAS A QUALIFYING PERSON AND
MEETS ALL THE OTHER REQUIRED TESTS
B. NO, BECAUSE NOAH DID NOT LIVE AT HOME FOR THE WHOLE YEAR.
TO COMPUTE THE AMERICAN OPPORTUNITY CREDIT, WHICH OF NOAH'S EXPENSES QUALIFY?
A. TUITION AND FEES PAID BY THE SCHOLARSHIP
B. ROOM AND BOARD
C. COURSE-RELATED BOOKS
D. ALL OF THE ABOVE
B. ROOM AND BOARD
WHAT IS THE AMOUNT OF EVAN'S STUDENT LOAN INTEREST DEDUCTION FROM FORM 1040, PAGE
1? $________.
WHAT IS EVAN'S RETIREMENT SAVINGS CONTRIBUTIONS CREDIT? $________.
EVAN MUST FILE MARRIED FILING SEPARATELY.
F
WENDY CAN CLAIM ONE PERSONAL EXEMPTION ON HER 2015 TAX RETURN.
FALSE
USING PUBLICATION 4012, WHO MUST FILE TAB, CHART B, WENDY HAS A FILING REQUIREMENT
AND MUST FILE A TAX RETURN.
TRUE
JOANNE'S MOST ADVANTAGEOUS ALLOWABLE FILING STATUS IS SINGLE.
FALSE
