Personal Finance Grade Summary Page 2

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Receives & reviews W-2 form
5
4
3
2
1
N/A
Fills out federal 1040 EZ
5
4
3
2
1
N/A
income tax form
Fills out CA 540 EZ state tax
5
4
3
2
1
N/A
form
Files both tax forms with
branch bank manager by not
5
4
3
2
1
N/A
later than April 15th
Maintains cancelled checks &
bank statements in personal
5
4
3
2
1
N/A
finance folder
Total Points Earned
Total Points Possible 80
Percentage of Total Points Earned
Grade

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