Don't show up to the tax preparer's office empty-handed. Take our quiz to find out what documents, tax forms, receipts and IDs you'll need before tax day.
Which of the following is the name of the income statement you should receive from your employer?
True or false: Tips are not recorded as income on W-2 statements.
Which of the following is NOT an acceptable identification number for filing individual income taxes?
driver's license number
individual taxpayer identification number (ITIN)
Social Security number
Which of the following people qualifies for a Social Security number?
a child with American parents who is born in Mexico
a Mexican citizen working in the U.S. legally
a Mexican citizen working in the U.S. illegally
True or false: Income earned from a foreign company is not taxable by the Internal Revenue Service (IRS).
For a divorced couple with children, who is allowed to claim the children as dependents?
both biological parents, but not step-parents
only the custodial parent
Which of the following income sources is NOT considered unearned income?
Social Security benefits
long-term disability benefits
In which of the following situations would the taxpayers owe income tax on Social Security benefits?
a retired couple files jointly and has a total income of more than $44,000
a retired woman files as an individual with an income of $24,000
a retired couple with no income besides Social Security benefits
What is the maximum percentage of Social Security benefits that the Internal Revenue Service (IRS) can tax?
True or False: You can deduct the money you paid to prepare last year's taxes from your taxable income.
What is the maximum amount you can claim for a non-cash charitable donation without getting the item appraised?
The IRS allows taxpayers to deduct how much money per mile for the business use of their vehicle?
What is the amount of the 2011 standard deduction for married joint taxpayers?
True or false: Acupuncture, abortion and wigs are all included in the list of qualified medical expenses.
Which of the following is NOT a qualifying expense for an itemized deduction?
state and local sales taxes
interest on a car loan for personal use
People who live in a federally designated disaster area are allowed to take special deductions for property loss, clean-up and rebuilding costs. How many "major disaster declarations" did FEMA make in 2011?
True or False: To take a deduction on a theft of property or money, you have to provide proof of a conviction.
In 2008 (the most recent year for statistics), what percentage of income tax filers used a paid tax preparer?
In 2011, what percentage of American taxpayers received a tax refund?
Which of the following forms of payment is NOT accepted by the Internal Revenue Service (IRS) when filing your tax return?