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This lesson will help you determine the most advantageous (and allowable) filing status for the taxpayer. Selecting and entering the correct filing status is a critical component of completing the taxpayer's return.

To determine the correct filing status, use the interview techniques and tools discussed in the Screening and Interviewing lesson; also use the Volunteer Resource Guide (Tab B). On Form 1040, check the box for taxpayer's filing status in the Filing Status section.