Filing Basics

Who Should File?

• Introduction
  • Welcome!
  • Objectives
  • Intake/Interview Process
• Who Must File?
  • Taxpayer Information
  • The Three Charts
• Who Should File?
  • Who Should File?
  • Who Should Not File?
  • Eligibility to Claim a Refund
  • Topic Activity
• Verifying Taxpayer Identity
  • Documents Needed
  • Individual Taxpayer Identification Numbers
  • Adoption Taxpayer Identification Number
  • No SSN Card
  • No Valid SSN or ITIN
  • Taxpayers with a Valid SSN
  • Filing for a Decedent
  • Entering Identification Data
• Choosing the Right Return
  • Options for Forms 1040
  • Form 1040EZ
  • Form 1040A
  • Form 1040
• Filing the Return
  • IRS e-file
• Taxpayer Recordkeeping
  • Recordkeeping
• Answering Administrative Questions
  • Answering Administrative Questions
• Potential Pitfalls
  • Potential Pitfalls
• Which Forms and Documents Need to be Filed?
  • Which Forms and Documents Need to be Filed?
• Practice - Vanessa Franklin
  • Practice
• Out of Scope
  • Out of Scope Situations for VITA/TCE
• Summary and Exercises
  • Summary
  • Conclusion

Who Must File Chart A

Select the correct answer, then click Next to continue.