Personal Finance Mini Test Review 3

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Personal Finance Mini Test Review 3 Multiple Choice Identify the choice that best completes the statement or answers the question. Figure 2.1. Use this table with the question below, as needed. SINGLE PERSONS WEEKLY PAYROLL PERIOD If the wages are And the number of withholding allowances claimed is $500 $510 $61 $51 $41 $32 510 520 62 53 43 33 520 530 64 54 44 35 530 540 65 56 46 36 540 550 67 57 47 38 550 560 68 59 49 39 1. Use Figure 2.1. Harriet Cutter s gross pay for this week is $555. She is single and claims two allowances. What amount will be withheld from Harriet s pay for federal income tax? a. $49 c. $59 b. $57 d. $68 Figure 2.2. Use this table with the question(s) below, as needed. SINGLE PERSONS WEEKLY PAYROLL PERIOD Weekly Taxable Wage Over But not over The amount of income tax to withhold is: $ 51 $ 195 $0.00 plus (10% of excess over $51.00) 195 645 $14.40 plus (15% of excess over $195.00) 645 1,482 $81.90 plus (25% of the excess over $645.00) 2. Use Figure 2.2. Patrice Matson works for a company that uses a percentage method to compute income tax withheld. Patrice is single and claims two allowances. She earns $480 a week. Find the amount of income tax withheld. a. $38.11 c. $67.62 b. $57.15 d. $76.88 3. Use Figure 2.2. Harrison Clinton works for a company that uses a percentage method to compute income tax withheld. Harrison is single and claims one allowance. He earns $421 a week. Find the amount of income tax withheld. a. $38.78 c. $64.10 b. $48.30 d. $86.40

4. Use Figure 2.2. Sheryl Jones works for a company that uses a percentage method to compute income tax withheld. Sheryl is single and claims two allowances. The weekly withholding for each allowance is $61.54. She earns $480.00 a week. Find the amount of income tax withheld. a. $38.69 c. $53.98 b. $53.43 d. $67.13 Figure 2.3. Use this table with the question(s) below, as needed. PERSONAL EXEMPTIONS Single $2,000 Married $4,000 Each Dependent $2,000 5. Melissa Sartini s gross pay is $52,000 a year. The state income tax rate is 3% of taxable wages. Melissa takes a married exemption for herself and her husband. Using Figure 2.3, how much is withheld a year for state income tax? a. $1,340 c. $1,840 b. $1,440 d. $2,340 6. Thomas Adams takes a married exemption for himself and his wife. He also takes two personal exemptions for his son and daughter. Using Figure 2.3, what is the total amount of his exemptions? a. $4,000 c. $8,000 b. $6,000 d. $10,000 7. Emmet Michael s gross pay is $31,700. He takes a single exemption of $2,000. His state income tax rate is 4.5%. How much will he pay in state income tax? a. $1,188.00 c. $1,426.50 b. $1,336.50 d. $1,633.50 8. Jill Janzen s gross weekly pay is $298. Her earnings to date for the year total $14,900. What amount is deducted from her pay each week for Social Security, which is taxed at 6.2%? a. $14.52 c. $21.33 b. $18.48 d. $30.88 9. Dalton Alexander s gross weekly pay is $576. His earnings to date for the year total $13,824. What amount is deducted from his pay each week for Medicare, which is taxed at 1.45%? a. $6.00 c. $15.60 b. $8.35 d. $19.95 10. Marika Perez s gross biweekly pay is $2,768. Her earnings to date for the year total $80,272. What amount is deducted from her pay for Social Security taxes if the rate is 6.2%? What amount is deducted for Medicare, which is taxed at 1.45%? a. $117.05; $15.00 c. $171.62; $40.14 b. $166.08; $56.99 d. $200.06; $132.00 11. Sakima Lena is employed at a restaurant. He has family medical coverage through the company s group medical plan. The annual cost of Sakima s family coverage is $3,700. The company pays 35% of the cost. How much does Sakima pay annually for medical insurance? a. $2,100 c. $3,670 b. $2,405 d. $5,400

12. Michele Dover is employed at Sigma Systems. She has family medical coverage through the company s group medical plan. The annual cost of Michele s family coverage is $5,800. The company pays 53% of the cost. How much is deducted from her weekly paycheck for medical insurance? a. $41.10 c. $67.89 b. $52.42 d. $99.00 13. Reka Rahim is employed at Damon s Deli. She has family medical coverage through the company s group medical plan. The annual cost of Reka s family coverage is $12,800. The company pays 80% of the cost. How much is deducted from her biweekly paycheck for medical insurance? a. $49.23 c. $246.15 b. $196.92 d. $2,560.00 Figure 2. 5. Use this table with the question(s) below, as needed. Social Security is 6.2% of the first $97,500. Medicare is 1.45% of all income. The state tax is 2% of gross pay. SINGLE PERSONS WEEKLY PAYROLL PERIOD If the wages are And the number of withholding allowances claimed is $500 $510 $61 $51 $41 $32 510 520 62 53 43 33 520 530 64 54 44 35 530 540 65 56 46 36 540 550 67 57 47 38 550 560 68 59 49 39 14. Use Figure 2.5. Rheanna Boggs, an interior fabricator for a large design firm, is single and claims one allowance. Each week she pays $45 for medical insurance, $21 for union dues, and $10 for a stock option plan. Her gross pay is $525. What is her total net pay for the week? a. $170.16 c. $345.98 b. $334.34 d. $354.84 15. Use Figure 2.5. Rahim Obert is employed in the accounts receivable department. He earns $15.50 per hour. This pay period he worked 35 hours. He is single and claims 2 allowances. The state tax is 3% of gross earnings and the local tax is 1.5% of gross earnings. Obert pays $50 for medical insurance. Including federal tax, Social Security, and Medicare, what is the total amount of all of his deductions? a. $104.79 c. $162.93 b. $126.87 d. $231.29 16. The Internal Revenue Service provides employers with tables indicating how much money to withhold from your paycheck for a. local income tax. c. group insurance. b. federal income tax. d. net pay. 17. Exemptions may include a. taxable income less all deductions. b. taxable income including all deductions. c. those in an employee s family who are dependents. d. those in an employee s family who are not dependents.

18. Your employer is required by FICA to deduct a percentage of your income as taxes for a. Medicare. c. health insurance. b. Social Security. d. both a and b. 19. Medicare provides medical insurance for those a. under age 5. c. over age 50. b. under age 15. d. over age 65. 20. One reason employers offer group insurance is because it a. provides better coverage than individual insurance. b. is the only type of coverage available in many states. c. does not require the employee to pay any part of the premium. d. costs less to purchase than individual insurance. 21. Net pay can be defined as a. the amount of money you have left after your employer subtracts all withholdings and deductions. b. the amount of money you earn during a 12-month period. c. the amount of money you have before your employer subtracts all withholdings and deductions. d. the amount of money you are allowed to put into your retirement plan. 22. Erin Lytle s gross pay is $26,300. She takes a married exemption of $4,000. Her state income tax rate is 5.5%. How much will she pay in state income tax? a. $1,115.00 c. $1,281.50 b. $1,226.50 d. $1,821.25 23. Derek Schwartz s annual salary is $47,300. He is paid monthly. His personal exemptions total $2,000 and his state taxes income at 3%. How much does his employer deduct from each of Schwartz s paychecks? a. $113.25 c. $1,359.00 b. $115.00 d. $1,539.00 24. Dana Gould s gross weekly pay is $776. Her earnings to date for the year total $28,712. What amount is deducted from her pay per week for Social Security, which is taxed at 6.2%? a. $22.36 c. $57.87 b. $48.11 d. $97.00 25. Rayna Prater s gross biweekly pay is $2,420. Her earnings to date for the year total $58,080. What amount is deducted from her pay for Social Security, which is taxed at 6.2%? What amount is deducted for Medicare, which is taxed at 1.45%? a. $45.00; $54.60 c. $150.04; $35.09 b. $145.20; $56.78 d. $198.00; $45.00 26. Lucinda Martinez is employed at Red Balloon Books. She has family medical coverage through the company s group medical plan. The annual cost of Martinez s family coverage is $9,900. The company pays 75% of the cost. How much does Lucinda pay annually for medical insurance? a. $142.79 c. $2,475.00 b. $825.00 d. $7,425.00 27. Randall Fetzer is employed at a community college. He has single medical coverage through the college s group medical plan. The annual cost of Randall s coverage is $4,900. The college pays 62% of the cost. How much is deducted from his biweekly paycheck for medical insurance? a. $45.98 c. $71.62

b. $67.98 d. $113.00 28. Samantha Vega s gross weekly salary is $600. Her weekly federal withholding is $35.00. The Social Security tax is 6.2% of the first $97,500. The Medicare tax is 1.45% of gross pay. The state tax is 1.5% of gross pay. Each week she pays $12.40 for medical insurance. What are Samantha s total deductions? a. $100.90 c. $108.76 b. $102.30 d. $113.40 29. Reginald Wallace s gross weekly salary is $515. His weekly federal withholding is $55. The Social Security tax is 6.2% of the first $97,500 he earns. The Medicare tax is 1.45% of gross pay. The state tax is 1.5% of gross pay. Each week he pays $12.40 for medical insurance. How much is deducted from Reginald s weekly wages for state tax and Medicare tax? a. $12.22 c. $16.19 b. $15.20 d. $17.22 30. Charlene Langhorst s gross weekly salary is $680. Her federal withholding is $101.62. The Social Security tax is 6.2% of the first $97,500 earned. The Medicare tax is 1.45% of gross pay. The state tax is 1.5% of gross pay. Each week she pays $32.40 for medical insurance. What are Charlene s total weekly deductions? a. $95.24 c. $190.80 b. $101.11 d. $196.24 Figure 2.7. Use this table with the questions below, as needed. MARRIED PERSONS WEEKLY PAYROLL PERIOD If the wages are And the number of withholding allowances claimed is $600 $610 $53 $43 $33 $26 610 620 54 45 35 27 620 630 56 46 36 28 630 640 57 48 38 28 640 650 59 49 39 30 650 660 60 51 41 31 31. Lakietha Smith works in a large bank. Her gross pay for this week is $615. She is married and claims one allowance. Using Figure 2.7, what amount will be withheld from Lakietha s pay for federal income tax? a. $43 c. $46 b. $45 d. $48 32. Ricardo Martinez works part-time as a firefighter. He is married and earns $659 a week. He claims three allowances. Using Figure 2.7, how much is withheld for federal income tax? a. $28 c. $31 b. $30 d. $60 33. Clarence Cook is married and claims no allowances. His gross pay for the week is $637. Using Figure 2.7, what amount will be withheld from Cook s pay for federal income tax? a. $48 c. $56 b. $54 d. $57 Essay Figure 2.1. Use this table with the question below, as needed.

SINGLE PERSONS WEEKLY PAYROLL PERIOD If the wages are And the number of withholding allowances claimed is $500 $510 $61 $51 $41 $32 510 520 62 53 43 33 520 530 64 54 44 35 530 540 65 56 46 36 540 550 67 57 47 38 550 560 68 59 49 39 34. Use Figure 2.1 to complete the statement of earnings for Bernie Kochara. Bernie is a web designer who earns $26,000 per year. He is single and claims no allowances. Social Security is 6.2% of the first $97,500. Medicare is 1.45% of all income. The state tax is 2.1% of gross pay and the local tax is 1.1% of gross pay. Weekly deductions include $34.50 for medical insurance and association dues of $15.00. Dept. Employee Check # Gross Pay Net Pay B. Kochara 1390 a. i. FIT SS Medicare State Local Medical Dues Other b. c. d. e. f. g. h. $0.00

Personal Finance Mini Test Review 3 Answer Section MULTIPLE CHOICE 1. OBJ: 2.1 2. OBJ: 2.1 3. OBJ: 2.1 4. OBJ: 2.1 5. OBJ: 2.2 6. OBJ: 2.2 7. OBJ: 2.2 8. OBJ: 2.4 9. OBJ: 2.4 10. OBJ: 2.4 11. OBJ: 2.5 12. OBJ: 2.5 13. OBJ: 2.5 14. OBJ: 2.6 15. OBJ: 2.6 16. OBJ: 2.1 17. OBJ: 2.2 18. OBJ: 2.4 19. OBJ: 2.4 20. OBJ: 2.5 21. OBJ: 2.6 22. OBJ: 2.2 23. OBJ: 2.2 24. OBJ: 2.4 25. OBJ: 2.4 26. OBJ: 2.5 27. OBJ: 2.5 28. OBJ: 2.6 29. OBJ: 2.6 30. OBJ: 2.6 31. OBJ: 2.1 32. OBJ: 2.1 33. OBJ: 2.1 ESSAY 34. OBJ: 2.6