Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Filing Basics

Introduction

Objectives

At the end of this lesson, using your resource materials, you will be able to:

  • Determine who must file a tax return
  • Determine who should file a tax return
  • Verify the taxpayer's identity
  • Determine how to file the return
  • Tell taxpayers how long to keep certain records and documents

Estimated time to complete: 35 minutes