Intro To Tax Preparation
Answer the questions based off of what you learned via the training video
Date
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/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Name
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First Name
Last Name
Email
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example@example.com
Phone Number
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Please enter a valid phone number.
Format: (000) 000-0000.
What is one of the most important responsibilities of a tax preparer?
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Guarantee the client a large refund
Prepare an accurate return based on the client’s information
Give every client the same deductions
File the return without reviewing it
Which of the following is generally used to report wages earned as an employee?
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Form W-2
Form 1098-T
Form 1099-R
Form 1095-A
True or False: If a taxpayer earns money from a side business but does not receive a Form 1099, the income does not need to be reported on the tax return.
True
False
Which of the following should a preparer consider when determining whether someone may qualify as a dependent?
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Relationship, age, residency, and support
Only the person’s last name
How large the taxpayer’s refund will be
Whether the taxpayer claimed them last year
What should a tax preparer do when a client provides information that appears incomplete or inconsistent?
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Guess based on the prior-year return
Enter whatever gives the largest refund
Ask additional questions and verify the information
Ignore the issue if the software accepts the return
Do not forget to hide the score field before you share the quiz.
Score
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Submit
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