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

Personal Exemptions

Entering Personal Exemptions

Topic Activity

How would you respond?

Mr. Ray Jackson's intake and interview sheet shows that his wife died during the tax year. He did not check a box for the question "Can anyone claim you or your spouse on their tax return?"

You interview Mr. Jackson using the Interview Tips for Personal Exemptions in the Volunteer Resource Guide. Follow the conversation and think about how to complete lines 6a and 6b on Mr. Jackson's tax return.

Click here to refer to the Interview Tips in the Personal Exemptions section of the Volunteer Resource Guide.

Click here to listen to the conversation and read the transcript. Press the Play Audio button to hear the audio.

Ray Jackson.
Personal Exemptions Interview Tips

Personal Exemptions Interview Tips