VITA Basic Course Scenarios and Test
Questions with Correct Answers
Jeff may need to make a shared responsibility payment - Answer-FALSE
Linda does not need to make a shared responsibility payment because she qualifies for
an exemption under the short coverage gap criteria - Answer-TRUE
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. - Answer-FALSE,
attendance at school is considered temporary absence and this time is counted as time
that her child lived with her.
David is Ava's qualifying person for which of the following? (select all that apply) -
Answer--Head of Household filing status
-Credit for other dependents
-Education credit
What is the amount of Ellen's Standard deduction? - Answer-$18,000
Which credits can Christopher and Amanda claim on their tax return? - Answer-Both A
& B (CHILD AND DEPENDENT CARE CREDIT, CHILD TAX CREDIT)
Who can claim Mark and Kevin as qualifying children for earned income credit? -
Answer-Mathew
What actions should George and Helen take to prevent having a balance due next
year? - Answer-Both A & B (THEY SHOULD USE THE WITHHOLDING CALCULATOR,
THEY SHOULD ADJUST THEIR FORM W-4 TO INCREASE WITHHOLDING)
What is the amount of gambling winnings claimed on Jacob's and Martha's 2018 tax
return? - Answer-$2,000
Jacob and Martha can claim $2,000 of qualified education expenses to calculate
Daniel's American credit. - Answer-TRUE
How much of Martha and Jacob's Social Security is taxable - Answer-$7,169
Which of the following items are included in the total payments on Jacob and Martha's
tax return? - Answer-ALL OF THE ABOVE (federal income tax withheld from Forms W-
2 and 1099, $400 applied from 2017 return, Refundable credits)
What form must be used to split Jacob and Martha's refund? - Answer-Form 8888,
Allocation of Refund (Including Savings Bond Purchases)
Questions with Correct Answers
Jeff may need to make a shared responsibility payment - Answer-FALSE
Linda does not need to make a shared responsibility payment because she qualifies for
an exemption under the short coverage gap criteria - Answer-TRUE
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. - Answer-FALSE,
attendance at school is considered temporary absence and this time is counted as time
that her child lived with her.
David is Ava's qualifying person for which of the following? (select all that apply) -
Answer--Head of Household filing status
-Credit for other dependents
-Education credit
What is the amount of Ellen's Standard deduction? - Answer-$18,000
Which credits can Christopher and Amanda claim on their tax return? - Answer-Both A
& B (CHILD AND DEPENDENT CARE CREDIT, CHILD TAX CREDIT)
Who can claim Mark and Kevin as qualifying children for earned income credit? -
Answer-Mathew
What actions should George and Helen take to prevent having a balance due next
year? - Answer-Both A & B (THEY SHOULD USE THE WITHHOLDING CALCULATOR,
THEY SHOULD ADJUST THEIR FORM W-4 TO INCREASE WITHHOLDING)
What is the amount of gambling winnings claimed on Jacob's and Martha's 2018 tax
return? - Answer-$2,000
Jacob and Martha can claim $2,000 of qualified education expenses to calculate
Daniel's American credit. - Answer-TRUE
How much of Martha and Jacob's Social Security is taxable - Answer-$7,169
Which of the following items are included in the total payments on Jacob and Martha's
tax return? - Answer-ALL OF THE ABOVE (federal income tax withheld from Forms W-
2 and 1099, $400 applied from 2017 return, Refundable credits)
What form must be used to split Jacob and Martha's refund? - Answer-Form 8888,
Allocation of Refund (Including Savings Bond Purchases)
