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Topic 26 - Tax Withholding and Estimated Tax

Student instructions: 

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

Please use IRS Publication 505, CA Form 5805 instructions and California 540A / 540 Booklet to complete this topic.

Prepare  Form 1040, Form 2210, California Form 540, and California Form 5805 (If needed).

In tax year 2006 Eleonor did not have a tax liability.

For 2007, Eleonor thinks she owes a penalty for underpayment of her tax.

She paid rent in the amount of $1,800 per month for all of 2007.

 

 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)

Questions to view & print

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.

Questions to view & print          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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