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Taxation and Income Reporting Quiz

#1

Which of the following is a direct tax?

Income tax
Explanation

Tax levied directly on individuals or businesses.

#2

What is the deadline for filing individual income tax returns in the United States?

April 15th
Explanation

Deadline for most taxpayers, unless extended.

#3

What is the purpose of Form W-9?

To request taxpayer identification number and certification
Explanation

Gathers information for tax reporting.

#4

What is the purpose of Form 941?

To report quarterly payroll taxes
Explanation

Details employer's quarterly tax liabilities.

#5

Which of the following taxes is typically not imposed at the federal level in the United States?

Sales tax
Explanation

Imposed by states, not federal government.

#6

Which of the following is considered a tax deduction in the United States?

Interest on student loans
Explanation

Amount subtracted from taxable income.

#7

What is the purpose of Form W-2?

To report wages and salaries earned by an employee
Explanation

Summarizes income earned and taxes withheld.

#8

Which of the following is NOT a type of tax evasion?

Filing taxes early
Explanation

Legal action, not evasion; meeting obligation ahead.

#9

What is the purpose of Form 1099?

To report interest and dividend income
Explanation

Records various types of income.

#10

Which of the following is NOT a characteristic of a regressive tax system?

Tax burden decreases as income increases
Explanation

Opposite of regressive tax; burden increases with income.

#11

What is the Alternative Minimum Tax (AMT) designed to prevent?

Excessive use of tax credits and deductions
Explanation

Ensures high-income earners pay a minimum tax.

#12

What is the tax rate for long-term capital gains in the United States for most taxpayers?

20%
Explanation

Rate applied to profits from investments held long-term.

#13

Which of the following is NOT a tax-deferred retirement account in the United States?

529 plan
Explanation

Plan for education savings, not retirement.

#14

What is the purpose of the Foreign Account Tax Compliance Act (FATCA)?

To prevent tax evasion through offshore accounts
Explanation

Targets undisclosed foreign accounts.

#15

Which of the following is NOT an allowable tax deduction for individuals in the United States?

Credit card interest
Explanation

Interest on personal debt not deductible.

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