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Topic 17

- Social Security and Equivalent Railroad Retirement Benefits

- Credit for the Elderly or the Disabled

Student instructions: 

You may need acrobat reader to download forms and publications online.

Use IRS Publication 17 pages 77 through 81,  IRS Publication 524  and  California 540A / 540 Booklet to complete this topic. 

Prepare a Federal Form 1040A, Schedule 3, and a Form 540A for John Watson.  Get all basic information from W2, including income information.

Address information on W2 is current. Mr. Watson received Social Security benefits.

Mr. Watson paid $ 6,000 rent for all of 2007.

Mr. Watson's date of birth is April 6, 1940.

Have your return prepared and ready to answer the questions. Choose one of the following two options:

Option 1: Complete Quiz online.

Instructions to submit quiz successfully: Step-by-Step check list

When prompted for your name, please enter your CTEC or Preparer Number (if you have a number) with your name as follows:  First, last name, Number (e.g. John Smith A012345 / John Smith P012345)

Print questions

Start quiz

Option 2: Complete and mail answer sheet.

If you choose not to complete the quiz by pressing "Start quiz" above, you can print questions and answer-sheet to mail to us. If you complete the online quiz, the advantage is that you get an automatic score as apposed to waiting for a response on a manually graded quiz. You can also print the questions and answer sheet and after you answered the questions on paper submit it online by choosing "Start Quiz" above.  Please don't sent answer sheet by certified mail.

Print questions         Print Answer sheet

Please Note: You must also complete the tax return for this assignment. If you turn in incomplete work, such as purposely not answering the questions regarding the return you prepared, you will not be given credit for the topic.

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Revised: 02/16/15

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