In which of the following situations should an employee provide a new Form W-4, Employee's Withholding Certificate, to their employer?

Hunter does not anticipate any changes to his income next year, and his withholding closely matches his last year's tax liability.

Mark and Samantha are getting married and having a baby this year.

Natasha estimated her tax return will result in a $50 refund. She is happy she does not owe and she wants to keep as much money in her pocket as possible.

Vera has worked at the same job for five years and has had no change in income.

If a taxpayer has a balance due, the tax preparer may need to determine if estimated payments will be necessary for the next year. If they are necessary, what steps should the tax preparer take?

Calculate the payment amounts and provide federal Form 1040-ES, Estimated Tax for Individuals, and the state equivalent for the taxpayer.

Have the taxpayer file Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return, and pay any balances six months later.

File Form 1040-X, Amended U.S. Individual Income Tax Return, for the taxpayer.

Which of the following statements is correct regarding amended tax returns?

Amended tax returns are never eligible for IRS e-file

Do not attach any form, schedule, or statement that changed to Form 1040-X when filing.

Form 1040-X, Amended U.S. Individual Income Tax Return, is used to correct errors or omissions on an original federal return.

Married couples can change their filing status from married filing jointly to married filing separately after the due date of the return.

Andrew is self-employed and knows he will have a balance due on his 2022 return, but he is unsure how much. Andrew cannot file his tax return by the original due date because he needs more time to locate and organize his tax records. Which of the following actions is most appropriate for Andrew?

Andrew must calculate an estimated balance due. He should then complete and file Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return, and include the payment for the estimated balance due no later than April 18th. After April 18th, he should file his return no later than the extension deadline of October 16th..

Andrew should file Form 4868 by April 18th to extend his return until October 16th. After April 18th, he should file his return and pay his balance due no later than the extension deadline of October 16th.

Since extensions are automatic, Andrew is not required to do anything. He can simply file his tax return and pay his balance due by October 16th.c