Tax Subject OR-T6 - Oregon Filing Basics

Determining the filing rules for taxpayers can be a bit complicated. This Oregon specific 10 hour course will help you review the basic rules and procedures for filing an Oregon tax return.

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Student Instructions:

Print this page, work on the questions and then submit test by mailing the answer sheet or by completing quiz online.

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Answer Sheet            Quiz Online

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Tax Return filing situation 1:

Use the following W-2's and information to prepare a tax return for Aditya Bobal and Tanya Bobal.

Aditya (Date of Birth 2/14/1965) and Tanya (Date of birth 3/13/1973) were married throughout the year and live together for the whole year. They will file their tax returns as Married filing jointly. Aditya and Tanya live together for all of 2012.

Aditya and Tanya have 3 children. All of the children live with the couple in the home.

They are: 

During the year their income (including W-2's) were as follows:

Interest income from Savings Account: $ 1,880

Tanya's Unemployment compensation: $2,124

Tax Return filing situation 2:

Zhang Kim (Date of birth 12/20/1970) and Jeong Kim (Date of birth 11/05/1970) are married.

Dependents:

Zhang and Jeong have 2 children. All of the children live with the couple in the home.

They are: 

Use the following information to file a tax return for Zhang and Jeong Kim. They need to file joint returns. They have lived together for all of 2012.

They received interest income of $1,300 from Washington State municipal bonds.

They contributed $3,900 to an Oregon College Savings Plan.

Jeong was called for Jury duty and received $125 from the courts. Her agreement with her employer was that she would still get her salary paid on those days while she serve but that she had to give her Jury pay to her employer.

The address and personal information is current and correct on the W-2's. They  will not itemize their deductions.

After you have completed the above tax returns, answer the following questions as accurate as possible:

1. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 8?

A. $68,756
B. $21,783
C. $57,887
D. $57,057

2. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 12?

A. $68,756
B. $21,783
C. $26,580
D. $57,057

3. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 13?

A. $6,100
B. $4,706
C. $4,811
D. $3,650

4. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 16?

A. $1,880
B. $4,706
C. $0
D. $3,650

5. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 18?

A. $3,353
B. $2,124
C. $3,900
D. $0

6. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 19?

A. $8,710
B. $4,811
C. $4,706
D. $6,830

7. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 20?

A. $83,350
B. $79,346
C. $63,945
D. $81,226

8. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 22?

A. $4,055
B. $2,025
C. $2,124
D. $0

9. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 26?

A. $4,055
B. $2,025
C. $2,124 
D. $0

10. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 27?

A. $6,080
B. $4,055
C. $8,110
D. $2,025

11. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 28?

A. $77,270
B. $75,240
C. $59,890
D. $81,325

12. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 29?

A. $6,693
B. $4,946
C. $1,358
D. $5,226

13. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 31?

A. $4,946
B. $6,693
C. $1,358
D. $5,226

14. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 32?

A. $8,330
B. $5,226
C. $4,946
D. $0

15. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 33?

A. $183
B. $915
C. $549
D. $366

16. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 40?

A. $915
B. $183
C. $549
D. $0

17. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 41?

A. $6,510
B. $4,031
C. $5,778
D. $0

18. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 42?

A. $5,784
B. $5,778
C. $3,298
D. $2,486

19. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 47?

A. $5,778
B. $5,784
C. $3,298
D. $0

20. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 53?

A. $1,753
B. $915
C. $1,247
D. $0

21. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 54?

A. $1,753
B. $915
C. $183
D. $0

22. Look at the Form 40 that you prepared for Aditya and Tanya. What is the amount on Line 71?

A. $1,753
B. $915
C. $183
D. $0

23. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 8?

A. $50,625.
B. $51,925
C. $50,750
D. $49,325

24. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 9?

A. $50,625
B. $1,300
C. $51,925
D. $0

25. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 11?

A. $50,625
B. $1,300
C. $85,651
D. $0

26. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 12?

A. $51,925
B. $50,625
C. $50,750
D. $0

27. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 13?

A. $6,100
B. $659
C. $2,025
D. $4,855

28. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 18?

A. $3,900
B. $659
C. $6,100
D. $0

29. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 19?

A. $659
B. $4,559
C. $3,900
D. $0

30. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 20?

A. $46,066
B. $46,161
C. $47,366
D. $51,266

31. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 26?

A. $4,055
B. $2,025
C. $11,900
D. $0

32. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 27?

A. $4,055
B. $2,025
C. $11,900
D. $0

33. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 28?

A. $43,311
B. $47,366
C. $46,161
D. $46,066

34. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 29?

A. $3,809
B. $4,765
C. $3,458
D. $3,320

35. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 31?

A. $3,458
B. $3,809
C. $1,996
D. $6,322

36. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 32?

A. $6,100
B. $1,980
C. $3,458
D. $0

37. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 33?

A. $366
B. $732
C. $183
D. $0

38. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 40?

A. $2,054
B. $2,054
C. $732
D. $1,717

39. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 41?

A. $2,726
B. $3,077
C. $3,271
D. $187

40. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 42?

A. $2,806
B. $3,500
C. $1,750
D. $1,800

41. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 47?

A. $3,500
B. $1,783
C. $5,887
D. $1,750

42. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 53?

A. $135
B. $25
C. $457
D. $0

43. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 48?

A. $1,232
B. $423
C. $774
D. $0

44. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 54?

A. $774
B. $831
C. $423
D. $0

45. Look at the Form 40 that you prepared for Zhang and Jeong. What is the amount on Line 71?

A. $423
B. $56
C. $774
D. $0

Please Note:  If you filled out the answers directly on this page, please print this page or write down the answers before you proceed to submit them by clicking on "Assignment" in step 3 above