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

Concluding the Interview

Introduction

Objectives

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

  • Assemble the taxpayer's copy of the tax return
  • Identify the records the site maintains
  • Explain which records the taxpayer should maintain
  • Explain what taxpayers should do when they have a balance due
  • Explain how to adjust withholding
  • Explain how and when a taxpayer can make estimated payments
  • End the interview

Estimated time to complete: 15 minutes

Collage of volunteer and tax forms.