Tax School Home Page
You may need acrobat reader to download forms and publications online.
Use IRS Publication 501, Schedule A (1040) instructions and California 540A / 540 Booklet to complete the quiz.
Prepare a Federal Form 1040 return for Rodolfo Ramirez. Fill out a Schedule A (Form 1040) with all the following deductible expenses to complete the return.
 | Medical Expenses $3,500 |
| State and local tax $421.07 |
| Real estate taxes $950 |
| Other taxes (DMV tax) $500 |
| Home Mortgage Interest $9,860 |
| Union dues $700 |
| Tax Preparation fee $207 |
Prepare a California Form 540 and California Sch CA return for Rodolfo Ramirez. Get all their basic information from the following W2, including income information.
Rodolfo is married and his wife is Anna Ramirez (SSN 505-57-9464). Have your
return prepared and ready to answer the questions.
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)
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.