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

Filing Basics Workout

Who Must File?

Taxpayer Information (continued)


Look at the intake and interview sheet for the taxpayer's date of birth. Confirm this date during the interview. Refer to the sample intake and interview sheet at the beginning of the Volunteer Resource Guide.

Intake and interview sheet showing Taxpayer information,  taxpayer's name, address, date of birth, and other information.