Student instructions:
Use IRS Publication 501 and California 540A / 540 Booklet to answer the following questions.
Prepare a Federal Form 1040A and a California Form 540A return for Juan Antonio and Maria Jimenez. Get all their basic information from the following W2, including income information.
Juan is married to Maria Jimenez (SSN 512-80-8221 Maria's). Neither Juan nor Maria can be claimed as dependents on another return.
They have a daughter and her name is: Andrea Jimenez (D.O.B. born 9-16-1989 and ITIN* 900-56-9161). Andrea lived with them for all of the 2007 tax year. Juan and Maria are the only ones providing support for Andrea for all of 2007.
*Notice that Andrea has an ITIN and not a social security number.
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)
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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.
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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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