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VITA Basic Prep, VITA Basic Course Scenarios and Test Questions and Complete Solutions Graded A+
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VITA Basic Prep, VITA Basic Course Scenarios and Test Questions and Complete Solutions Graded A+
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VITA Basic Prep, VITABasic Course Scenarios
and Test Questions and
Complete Solutions
Graded A+
If your filing status is single and you are under 65 at the end of 2022, file a return if your income was at
least: - Answer: $12,950
If your filing status is single and you were 65 or older at the end of 2022, file a return if your income was
at least: - Answer: $14,700
If your filing status is married filing jointly and you were under 65 (both spouses) at the end of 2022, file
a return if your income was at least: - Answer: $25,900
If your filing status is married filing jointly and you were 65 or older (one spouse) at the end of 2022, file
a return if your income was at least: - Answer: $27,300
If your filing status is married filing jointly and you were 65 or older (both spouses) at the end of 2022,
file a return if your income was at least: - Answer: $28,700
If your filing status is married filing separately and you were any age at the end of 2022, file a return if
your income was at least: - Answer: $5
If your filing status is head of household and you were under 65 at the end of 2022, file a return if your
income was at least: - Answer: $19,400
,If your filing status is head of household and you were 65 or older at the end of 2022, file a return if your
income was at least: - Answer: $21,150
If your filing status is qualifying surviving spouse and you were under 65 at the end of 2022, file a return
if your income was at least: - Answer: $25,900
If your filing status is qualifying surviving spouse and you were 65 or older at the end of 2022, file a
return if your income was at least: - Answer: $27,300
If you were born on _________ you are considered to be age 65 at the end of 2022 - Answer: January 1,
1958
Gross income includes... - Answer: All income you received in the form of money, goods, property, and
services that isn't exempt from tax, including any income from sources outside the United States or from
the sale of your main home (even if you can exclude part or all of it).
Do not include any social security benefits unless - Answer: | you are married filing a separate return
and you lived with your spouse at any time in 2022 or
| one-half of your social security benefits plus your other gross income and any tax-exempt interest is
more than $25,000 ($32,000 if married filing jointly).
Single Dependents Either 65 or over or blind must file a return if: - Answer: You must file a return if any
of the following apply.
1. Your unearned income was over $2,900 ($4,650 if 65 or older and blind).
2. Your earned income was over $14,700 ($16,450 if 65 or older and blind).
3. Your gross income was more than the larger of —
a. $2,900 ($4,650 if 65 or older and blind) or
b. our earned income (up to $12,550 plus $2,150 ($3,900 if 65 or older and blind).
Single Dependents Under 65 and not blind must file a return if: - Answer: You must file a return if any of
the following apply.
, 1. Your unearned income was over $1,150.
2. Your earned income was over $12,950.
3. Your gross income was more than the larger of —
a. $1,150, or
b. Your earned income (up to $12,550 plus $400).
Married Dependents Either age 65 or older or blind must file a return if: - Answer: You must file a return
if any of the following apply.
1. Your unearned income was over $2,550 ($3,950 if 65 or older and blind).
2. Your earned income was over $14,350 ($15,750 if 65 or older and blind).
3. Your gross income was at least $5 and your spouse files a separate return and itemizes deductions.
4. Your gross income was more than the larger of —
a. $2,550 ($3,950 if 65 or older and blind), or
b. Your earned income (up to $12,550 plus $1,800 ($3,200 if 65 or older and blind).
Married Dependents Under age 65 and not blind must file a return if: - Answer: You must file a return if
any of the following apply.
1. Your unearned income was over $1,150.
2. Your earned income was over $12,950.
3. Your gross income was at least $5 and your spouse files a separate return and itemizes deductions.
4. Your gross income was more than the larger of —
a. $1,150, or
b. Your earned income (up to $12,550 plus $400).
Other situations you should file in: - Answer: 1. You owe any special taxes, including any of the following.
a. Alternative minimum tax (Out of Scope).
b. Additional tax on a qualified plan, including an individual retirement arrangement (IRA), or other tax-
favored account. But if you are filing a return only because you owe this tax, you can file Form 5329 by
itself.
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