Assignment #7 Preparing for next weeks test
Distributed: Friday, March 19, 1999
This part of the exam tests your ability to read, understand and follow written instructions. The instructions you are to follow are on this sheet, the accompanying Form 1040EZ, and its instruction booklet.
Form 1040EZ is a Federal income tax form designed for Americans with at least a middle school education. Therefore each of you should be able to complete this assignment without too much difficulty, if you are able to focus carefully on it.
Complete all applicable information on the Form 1040EZ starting with the address label box (use your current home address), and ending with the signature block at the bottom of the form. Be sure to sign and date your return in the spaces provided in this block. Your occupation is Student. Please be sure to write or print neatly and legibly. You must use the dummy Social Security number that appears on the W2 form. DO NOT use your own social security number.
Follow all instructions on the sheet (including those on its back). Where requested, use the information contained on the W2 form on the backside of this sheet. Additionally, you need to know that your taxable interest income is 1% of your wages, tips and other compensation shown in box 1. Calculate that number, then write it when you get to the line that asks you to enter taxable interest income.
Since we are assuming that you are 10 years older than you actually are, and living on your own, be sure to check the No box on line 5. Remember that we are also assuming that you are single.
You can leave lines 3, 8a, 8b, 11b, 11c and 11d blank.
Additional copies of Form 1040EZ or its instruction booklet are usually available in libraries and post offices. They are also available in Adobe Acrobat PDF format from the Internal Revenue Service via the web.
Here are their italized links:
Form 1040EZ (file size: 56 kb)
Form 1040EZ Instruction Booklet (file size: 960 kb)
California residents must file income tax returns too. To see what the California EZ forms and instructions look like, click on the links below.
Form 540EZ (file size: 56 kb)
Form 540 booklet (file size: 642 kb)