VITA Tax Basics - Exam Questions &
Answers (Grade A+)
Lucy is 36 years old and single, and her gross income is $20,000. Is
Lucy required to file a tax return? -
correct answer ✅Yes
Lucy's income is above the $12,950 standard deduction for a single
taxpayer
Henrietta and Javier are married and plan to file a join return.
Henrietta is 67 and had a gross income of $11,000 for the tax year.
Javier is 66 and his gross income was $5,000 for the year. Do they
need to file a tax return? -
correct answer ✅No
Henrietta and Javier's combined income of $16,000 is less than the
$25,900 standard deduction for married filing jointly
Which of the following is considered taxable income?
A. Child Support
B. Insurance Proceeds
C. Veterans Benefits
D. Interest -
correct answer ✅D. Interest
,VITA Tax Basics - Exam Questions &
Answers (Grade A+)
Which of the following individuals could use Chart A to determine if
they must file a tax return?
A. Mrs. Harlan, 68, who is recently widowed and supported by her
son
B. Mrs. Fulton, 70, who is single and whose only sources of income
are her pension and investments. Her income was less than
$10,000.
C. Mr. Emmet, 34, a stay-at-home dad filing Head of Household,
whose income is $6,000 and who received Form 1095-A showing
Advanced Premium Tax Credit (APTC). -
correct answer ✅Mrs. Fulton, 70, who is single and whose only
sources of income are her pension and investments. Her income
was less than $10,000
Mrs. Harlan can be claimed as a dependent on her son's return, so
she must use Chart B. Mr. Emmet must use Chart C
True or False? Bob is 27 years old. No one can claim him as a
dependent. His gross income was $17,000 during the tax year.
Based only on this information, Bob is required to file a tax return. -
correct answer ✅True
,VITA Tax Basics - Exam Questions &
Answers (Grade A+)
Bob's income is larger than the $12,950 standard deduction for a
single taxpayer
True or False? Janet and Harry are married, file jointly, and lived
together all year. During the tax year, Janet turned 66 and Harry
turned 64. Their gross income was $18,000. Based only on this
information, they are required to file a tax return. -
correct answer ✅False
Janet & Harry's income is not larger than the $25,900 standard
deduction for married filing jointly
True or False? Juanita can file as a Qualifying Widow(er). She is 47
years old. Her gross income was $27,000. Based only on this
information, she is required to file a tax return. -
correct answer ✅True
Juanita's income is larger than the $25,100 standard deduction for
a Qualifying Widow(er)
, VITA Tax Basics - Exam Questions &
Answers (Grade A+)
What should you do if a taxpayer is not required to file a tax return,
and you are uncertain if they will benefit from filing?
A. Send the taxpayer to a professional tax preparer
B. Begin a return to determine if filing a tax return would benefit
the taxpayer
C. Tell the taxpayer not to file a tax return -
correct answer ✅B. Begin a return to determine if filing a tax
return would benefit the taxpayer
Which of the following can be used to verify a taxpayer's Social
Security number and correct name spelling?
A. Driver's license
B. Passport
C. Social Security card
D. Birth certificate -
correct answer ✅C. Social Security card
For individuals who do not bring their original or a copy of their
Social Security card, you may accept which of the following:
Answers (Grade A+)
Lucy is 36 years old and single, and her gross income is $20,000. Is
Lucy required to file a tax return? -
correct answer ✅Yes
Lucy's income is above the $12,950 standard deduction for a single
taxpayer
Henrietta and Javier are married and plan to file a join return.
Henrietta is 67 and had a gross income of $11,000 for the tax year.
Javier is 66 and his gross income was $5,000 for the year. Do they
need to file a tax return? -
correct answer ✅No
Henrietta and Javier's combined income of $16,000 is less than the
$25,900 standard deduction for married filing jointly
Which of the following is considered taxable income?
A. Child Support
B. Insurance Proceeds
C. Veterans Benefits
D. Interest -
correct answer ✅D. Interest
,VITA Tax Basics - Exam Questions &
Answers (Grade A+)
Which of the following individuals could use Chart A to determine if
they must file a tax return?
A. Mrs. Harlan, 68, who is recently widowed and supported by her
son
B. Mrs. Fulton, 70, who is single and whose only sources of income
are her pension and investments. Her income was less than
$10,000.
C. Mr. Emmet, 34, a stay-at-home dad filing Head of Household,
whose income is $6,000 and who received Form 1095-A showing
Advanced Premium Tax Credit (APTC). -
correct answer ✅Mrs. Fulton, 70, who is single and whose only
sources of income are her pension and investments. Her income
was less than $10,000
Mrs. Harlan can be claimed as a dependent on her son's return, so
she must use Chart B. Mr. Emmet must use Chart C
True or False? Bob is 27 years old. No one can claim him as a
dependent. His gross income was $17,000 during the tax year.
Based only on this information, Bob is required to file a tax return. -
correct answer ✅True
,VITA Tax Basics - Exam Questions &
Answers (Grade A+)
Bob's income is larger than the $12,950 standard deduction for a
single taxpayer
True or False? Janet and Harry are married, file jointly, and lived
together all year. During the tax year, Janet turned 66 and Harry
turned 64. Their gross income was $18,000. Based only on this
information, they are required to file a tax return. -
correct answer ✅False
Janet & Harry's income is not larger than the $25,900 standard
deduction for married filing jointly
True or False? Juanita can file as a Qualifying Widow(er). She is 47
years old. Her gross income was $27,000. Based only on this
information, she is required to file a tax return. -
correct answer ✅True
Juanita's income is larger than the $25,100 standard deduction for
a Qualifying Widow(er)
, VITA Tax Basics - Exam Questions &
Answers (Grade A+)
What should you do if a taxpayer is not required to file a tax return,
and you are uncertain if they will benefit from filing?
A. Send the taxpayer to a professional tax preparer
B. Begin a return to determine if filing a tax return would benefit
the taxpayer
C. Tell the taxpayer not to file a tax return -
correct answer ✅B. Begin a return to determine if filing a tax
return would benefit the taxpayer
Which of the following can be used to verify a taxpayer's Social
Security number and correct name spelling?
A. Driver's license
B. Passport
C. Social Security card
D. Birth certificate -
correct answer ✅C. Social Security card
For individuals who do not bring their original or a copy of their
Social Security card, you may accept which of the following:
