📏CPA EXAM PREP

Individual Taxation

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Question

Why is the Child Tax Credit only partially refundable?

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Answer

It can reduce tax and also produce a limited refund.

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Question

Why is AGI the key pivot in the individual tax formula?

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Answer

Many deductions, credits, and phaseouts are based on AGI.

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Question

How do gross income and AGI differ in the Form 1040 formula?

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Answer

Gross income is reduced by above-the-line adjustments to reach AGI.

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Question

Why are capital gains included in gross income?

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Answer

They are taxable unless a specific exclusion applies.

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