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Topic 3 - Exemptions

Student instructions:   

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Get all their basic information from the following W2, including income information. Complete the basic information on 

 Please use IRS Publication 501 and California 540A / 540 Booklet to answer the questions from the following quiz. 

Get all their basic information from the following W2, including income information. Complete Form 1040A (1040A Instructions) and Form 540A.

Use the following attached W2, information on W2 is current.

Debra (D.O.B. 7/07/1984) has her niece Tsehay Adaba, (D.O.B. 8-23-2000 and SSN 610-04-1090) whom she would like to claim on her tax return. Tsehey didn't live with Debra. However, Debra provided more than half of Tsehay's support. No one else can claim Tsehay or Debra as a dependent. 

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: 11/17/14