Filing Status
Tax Lingo
Credits
TaxWise Forms
Reporting Forms
100
Stacey and Mark are married with two children but Stacey is unemployed. They should file as this filing status.
What is Married Filing Jointly
100
The process when one's work is checked by another is called this.
What is a quality review
100
This is awarded to Tax Payers who did not receive the Economic Stimulus Package in 2008.
What is the Recovery Rebate Credit
100
This form requires a signature of the tax payer (and spouse)
What is an 8879
100
This Form is a Tuition Statement
What is a 1098-T
200
Tom is 25 and has very little income. He should file as this filing status.
What is Single
200
The Tax Payer must get a number, prove identity and show supporting documents to this person.
What is a Greeter
200
This credit is awarded to a Tax Payer if, in order to work or look for work, paid someone to take care of a dependent child under 13.
What is Child and Dependant Care Credit
200
This form is used to record scholarship income and Social Security Benifits
What is Worksheet 1
200
This Form is used to report Non-Employee Compensation
What is 1099-Misc
300
Tony is 19 and a full time student.
What is Single
300
When a tax form contains all of last year's infomation it is called this.
What is a Carry-Over
300
This is for Tax Payers who had qualifying expenses reported on a 1099-T
What is an Education Credit
300
This Form is for Pension and Annunities
What is a 1099R
300
This form is issued by financial institutions to report Interest Earnings
What is In Scope
400
Tina has two children and is not married. Her boyfriend does not work and also lives with her.
What is Head of Household
400
This return is done if the tax payer's only income was Social Security, SSI and/or TANF.
What is a State-Only
400
This is awarded to Tax Payers who work but do not earn high incomes and may be awarded early by completing a W-5
What is the Earned Income Credit
400
This form is used to report income and expenses of a business, where expenses do not exceed $5000
What is a C-EZ
400
This form is used to report Gross Distributions from Annuities
What is a 1099-R
500
Jack lost his wife in 2007. He has two children he supports completly.
What is Qualifing Widower
500
When there is a mistake on a tax return, the tax payer has the opportunity to file this type of return.
What is an Amendment
500
This may be a refundable and non-refundable credit depending on the tax liability and requires a qualifying child.
What is the Child Tax Credit
500
This form is used to report Rent and Royalties
What is Schedule E
500
This Form is used to report tiered retirement distributions
What is RRB-1099
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