Taxes Take 2

Which form requires/contains your SSN?

• W-2

• W-4

• 1040

• 1099

What form(s) may be required when filling out a 1040 form at the end of the year?

• W-2

• W-4

• 1099

• 401K Statement

Which of the following is NOT a qualification to be claimed as a dependent?

• under the age of 19

• lives with you for more than a quarter of the year

• cant provide more than half of their own support 

• related to you 

Typically, which tax filing status gets you the most reduction in your tax bill?

• single

• married filing separately

• married filing jointly

• head of household

Who can you most likely claim as a dependent?

• Anyone you want

• Your dog

• Your mom

• Your 3 year old child

Which tax form do you fill out to file your taxes?

• W-2

• W-4

• 1040

• 1044

Which come first in the tax timeline?

• Receiving a W-2

• Filing out the 1040

• Working

• Getting a Job

• Filling out the W-4

Put the elements of the Tax Timeline in order:

• Get a Job

• Work at your job & get paid

• Complete the W-4

• Fill out the 1040

• Receive your W-2

Are you trolling Ms. Kennedy?

• Yes

• No

What is the primary purpose of a W-4 form?

• To file your annual federal tax return

• To determine how much tax your employer should withhold from your paycheck

• To report all income earned in a year

• To apply for tax refunds