I-9 Basics
I-9 Documents
W-4 Basics
W-4 Steps 1-5
Tax Withholding Rules
100

What are the two main things Form I-9 proves?

Who you are (your identity) and you can legally work in the U.S. 

100

What does a List A document prove on Form I-9?

BOTH your identity AND your work authorization (you can work in the U.S.)

100

What is the main purpose of Form W-4?

It tells your employer how much federal income tax to take out of your paycheck.

100

What personal details are required in Step 1 of the W-4 Form?

Full name, address, Social Security number, and filing status.

100

If you withhold MORE tax from each paycheck, what happens to your weekly take-home pay?

It becomes smaller.

200

How many main sections are on Form I-9?

2 sections

200

How many total documents do you need to show if you bring a List A document?

Only 1 document

200

What is the term for the money taken out of your paycheck to pay the government?

Tax withholding.

200

What is a Spouse?

Someone you're married to (husband/wife)

200

If you withhold LESS tax from each paycheck, what happens to your weekly take-home pay?

It becomes larger.

300

Who must complete Section 1 of Form I-9?

The employee / the person who got hired

300

Give one example of a List A document

A U.S. Passport (or unexpired permanent resident card)

300

What filing status would most high school students select on Step 1 of the W-4 Form?

Single

300

Why would someone skip Step 2 of the W-4 Form?

Step 2 is only for people with multiple jobs or a working spouse.

300

If you withhold MORE tax throughout the year, are you more likely to owe money or get a refund during tax season in April?

You are less likely to owe money and more likely to get a tax refund.

400

When must Section 1 of Form I-9 be completed?

On or before your first day of work for pay. 

400

What does a List B document prove, and what does a List C document prove?

List B proves identity; List C proves work authorization.

400

What happens if you do not sign and date the bottom of your W-4 Form?


It is not legally valid

400

What is a dependent and who is an example of one?

Someone you support financially, such as a child or an elderly parent. 

400

What risk do you run if you withhold LESS tax from your paycheck throughout the year?

You might owe the government tax money at the end of the year.

500

Who completes Section 2 of Form I-9, and what must they examine?

The employer; they must examine original identification documents.

500

If you do not have a List A document, how many items must you bring from List B and List C combined? Name one document for each list.

You need 2 items (1 from List B and 1 from List C). Examples: Driver's License/School ID (List B) AND Social Security Card/Birth Certificate (List C).

500

What filing status would you check if you are unmarried and pay more than half the costs of keeping up a home for yourself and qualifying dependents?

Head of Houshold

500

Name two times you need to complete a W-4 Form.

On your first day of a new job or whenever your personal/financial situation changes (get married/have a kid)

500

Which steps on the W-4 can a teenager with one job typically skip?

Step 2, Step 3, and Step 4.

M
e
n
u