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Unit 2-Budgeting:  Making the Most of Your Money-Quiz # 1

Multiple Choice
Identify the letter of the choice that best completes the statement or answers the question. Base your responses to questions 1-5 on the following information:

Your occupation pays you $12.25 as an hourly wage; you work 40 hours during this week. 

Calculate the Gross Pay, for each deduction (FIT, SIT, FICA, and Medicare), and Net Pay. You have chosen to pay $42.00 per pay period for Health Insurance and you contribute 10% of your gross pay to a savings account in the credit union.  Use the following tax information to calculate deductions for John Smith:  Federal Income Tax: 15%, State Income Tax: 6.85%, FICA (Social Security): 6.2%, and Medicare: 1.45%.
 

 1. 

What is the amount of Gross Pay for John Smith?
a.
$400.00
c.
$490.00
b.
$940.00
d.
$480.00
 

 2. 

What is the amount of Federal Income Tax for John Smith?
a.
$57.30
c.
$37.70
b.
$73.50
d.
$102.00
 

 3. 

What are the total mandatory deductions for John Smith?
a.
$144.56
c.
$144.00
b.
$156.44
d.
$165.00
 

 4. 

What are the total non-mandatory deductions for John Smith?
a.
$19.00
c.
$10.90
b.
$109.00
d.
$91.00
 

 5. 

What is the Net Pay for John Smith?
a.
$254.44
c.
$244.55
b.
$245.44
d.
$254.00
 

Matching
 
 
a.
Fixed Expenses
j.
Cash Flow
b.
W-2
k.
Exempt Status
c.
Budget
l.
Net Pay
d.
W-4
m.
Federal Income Tax
e.
Allowances
n.
Discretionary Income
f.
Deductions
o.
Pay Yourself First (PYF)
g.
Gross Pay
p.
Medicare Tax
h.
Variable Expenses
q.
Social Security Tax
i.
Income
 

 6. 

A spending and saving plan for managing your money during a given period of time.
 

 7. 

Money you have coming in, as well as the money you have going out.
 

 8. 

Total income before any payroll deductions.
 

 9. 

Amounts that are subtracted from your gross pay; Federal & State Income tax, Social Security, Medicare, Union Dues, Credit Union, or other contributions.
 

 10. 

The amount you take-home; gross pay minus all deductions. (USED FOR PREPARATION OF BUDGET.)
 

 11. 

Employer determines how much to withhold from your paycheck based on marital status and allowances.
 

 12. 

Reduces the amount of tax withheld from your paycheck.
 

 13. 

Applies to people who do not earn enough during the year to owe any federal income tax.
 

 14. 

An annual summary of all wages earned and taxes that were withheld by your employer. (RECEIVE BY JANUARY 31ST AND USED TO PREPARE YOUR INCOME TAX RETURN FORM.)
 

 15. 

Cost the same amount every time.
 

 16. 

Amounts that fluctuate; you have more control over these amounts.
 

 17. 

When you receive income, you should immediately set aside a certain amount into an account for meeting a financial goal.
 

 18. 

A fee collected by the Federal Government to pay for services.
 

 19. 

A tax that provides  income and or services for old age, survivorship, and disabled.
 

 20. 

A tax that provides medical insurance for the elderly & disabled.
 



 
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