INTUIT ACADEMY TAX LEVEL 1 335 2026 FULL
QUESTIONS CORRECT ANSWERS GRADED A+
◉ 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).
QUESTIONS CORRECT ANSWERS GRADED A+
◉ 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).
