P1-U01 · PART 1 · SOURCE CYCLE 2026-2027

Preliminary Work on Taxpayer Data

Practice mapped questions Take Part 1 mock

Only cards whose complete question and answer were checked against exact primary-authority evidence appear here.

Q1.What five filing statuses are available to individual taxpayers?

Single; married filing jointly; married filing separately; head of household; and qualifying surviving spouse.

Q2.Recall the rule for this EA objective in Preliminary Work And Taxpayer Data: Taxpayer personal information (e.g., date of birth, marital status, dependents, identity protection PIN, state issued photo ID)

A six-digit number that helps prevent misuse of a taxpayer identification number

Q3.What identification information must generally be obtained for an individual return?

correct name as shown on the Social Security card or ITIN letter valid SSN or ITIN for the taxpayer and each claimed dependent current mailing address and filing status facts needed to prepare an accurate return