Filing Basics Workout

Verifying Taxpayer Identity

• Workout Resources
  • Publication 4491 Filing Basics
  • Intake/Interview & Quality Review Sheet
  • Filing Requirements Job Aids from Publication 4012
  • Skills Warm Up: Chart A – Who Must File
  • Skills Warm Up: Sources of Taxable Income
• Who Must File?
  • Case Study 1: Mostly Likely Filing Status
  • Skills Warm Up: Chart A – Who Must File
• Who Should File?
  • Skill Warm Up: Chart D – Who Should File
• Verifying Taxpayer Identity
  • Skills Warm Up: Verifying Taxpayer Identity
  • Skills Warm Up: ITIN
  • Skills Warm Up: Social Security Number
• Administrative Questions Workout
  • Skills Warm Up: Choosing the Right Return
• Out of Scope
  • Out of Scope Situations for VITA/TCE
• Skills Workout
  • Certification Warm Up
  • Certification Warm Up: Drill and Practice
• More Resources and Practice
  • More Resources and Practice

Publication 4491, Filing Basics Lesson

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