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Filing Status
Time Requirement: 30 minutes
Purpose
Selecting and entering the correct filing status is a critical component of completing the taxpayer's return.
Objectives
- Determine the most beneficial filing status allowed for the taxpayer
Teaching the Lesson
Refer to the Lesson Plan for helpful instructor notes, visual aids, TaxSlayer® demos, and Internet links. Prompt students to share what they know about determining which filing status taxpayers should use.
Refer students who may want to practice independently to Publication 4491, Filing Status.
Key References
This lesson refers to the following publications and forms:
- Pub 4491, Filing Status
- Form 13614-C, Page 1, Part II
- Pub 4012, Filing Status tab and Dependents tab
- Pub 17
All references to materials can be found by clicking Job Aids and Media buttons. There are also links to helpful tools that can be found on the irs.gov public portal. For this lesson, student can link to the following sites for additional help:
TaxSlayer® Demos and Tutorials
It is recommended to go to the Practice Lab and access the latest TaxSlayer tutorial for this lesson. The TaxSlayer tutorials can be found by going to the Practice Lab and clicking on the link for TaxSlayer IRS training.
Publication 4012, Filing Status tab and Dependents tab, will include examples of how to enter filing status data in TaxSlayer.