Filing Basics

Which Forms and Documents Need to be Filed?

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Which Forms and Documents Need to be Filed?

Review the chart that lists the forms, types of income, and the line item entries for both Form 1040 and the tax software, in the Volunteer Resource Guide (Tab 2).

Main Menu

Introduction
Who Must File?
- Taxpayer Information
- The Three Charts
Who Should File?
Verifying Taxpayer Identity
Choosing the Right Return
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

Volunteer Resource Guide (Tab 2)

Volunteer Resource Guide (Tab 2)