Intro to 1040

Presentation

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Mathematics

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12th Grade

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Practice Problem

•

Medium

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CCSS

6.NS.B.3, HSF.BF.A.2, 4.OA.C.5

Standards-aligned

David Ho

Used 6+ times

FREE Resource

19 Slides • 12 Questions

10.4 Filing Your Income Tax

Finite Math

EQ: Thursday, March 7, 2024

● How do I file a federal income tax (basics)?

Match

Match the following

W-4

W-2

1040

540

10-4

Tells employer amount of tax to hold

Tells employer what was reported to IRS

Used to file a Federal Tax Return

Used to file a California Tax Return

Affirmative (police code)

Match

Match the following.

Schedule A

Schedule B

1099

611

Used to itemized deductions

Used to show income from interest

Used to show income not on

W-2

Used to call Cust. Ser. of cell provider

Match

Match the dates.

April 15

October 15

January 31

February 2

March 14

1040 Due to IRS

1040 Due to IRS with Extension

W-2 due to employee

Groundhog Day

$\pi$ Day

Multiple Select

Lisa was married, then got divorced in 2023. Her ex-husband is still alive. She supports her daughter. How can she file her 2023 1040 Tax Return?

Single

Married filing jointly

Married filing separately

Head of Household

Qualified surviving spouse

Multiple Select

Lisa was married, then got divorced in 2021. Her ex-husband is still alive. She supports her daughter. How can she file her 2023 1040 Tax Return?

Single

Married filing jointly

Married filing separately

Head of Household

Qualified surviving spouse

Multiple Choice

You made $4,500 in wages as shown on your 2023 W-2. Should you check the box labeled "You as a dependent" on the Standard Deduction?

Yes

Line 1a. W-2 Box 1

Line 1z. Sum of all "1" sections. Should be the same as 1a.

Line 9. Your Total Income from all above.

Line 11. Your AGI (Adjusted Gross Income)

Line 12. Deductions
Standard or Itemized

Fill in the Blanks

What amount gets entered on Line 12 if you don't itemized and are filing as Head of Household?

Line 14. Sum of 12 and 13.
Personal + Business Deductions

Line 15. Your Taxable Income

Line 16. Your Taxes

Multiple Choice

Which Line number do you use in the tax table?

Line 15

Line 12

Line 16

Line 11

Fill in the Blanks

What is the 2023 tax amount for a taxable income of $26,250 (Line 15) if filing status is Single?

Fill in the Blanks

What is the 2023 tax amount for a taxable income of $53,888 (Line 15) if your status is Head of Household?

Fill in the Blanks

What is the 2023 tax amount for an AGI of $12,450 (Line 11) if filing status is Single?

Line 18. Should be the same as 16.
Your Taxes plus taxes from Schedule 2

Line 22. Should be zero.
Subtract 21 from 18.

Line 24. Your total taxes

Line 25a. Taxes your employer withheld as shown on W-2, Box 2

Line 25d. Sum. Should be the same as 25a.

Line 32. Sum of other payments.

Line 33. Total payments already paid.

Line 34. You Refund
Line 37. Amount Owed

Multiple Choice

Line 24 is $2,000

Line 33 is $1,500

You owe $500 on Line 37

You owe $500 on Line 34

You will get a refund on Line 34

You will get a refund on Line 37

10.4 Filing Your Income Tax

Finite Math

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