Filing Basics Workout
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Certification Warm Up: Drill & Practice
To determine if a taxpayer must file a tax return, do you need to know their income for the year, filing status, and place of birth?
Yes
No
If a taxpayer cannot obtain a valid Social Security number and has not yet applied for an taxpayer identification number, can you use the taxpayer's driver's license or passport instead?
Yes
No
A taxpayer cannot use a valid ITIN if it was not used on a federal tax return at least once in the last three years.
Yes
No
Are the only acceptable means of verifying taxpayers's identity a valid U.S. drivers license, passport, or military ID?
Yes
No
If the taxpayer with a valid Social Security number (SSN) receives a Form W-2 with an incorrect SSN, can you prepare the return using that W-2?
Yes
No
If a taxpayer with an individual taxpayer identification number (ITIN) receives a Form W-2 with an erroneous Social Security number (SSN), is it acceptable to e-file the return as long as you enter the correct ITIN on the return and the mismatched SSN exactly as shown on the Form W-2 issued?
Yes
No
Score
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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
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Out of Scope Situations for VITA/TCE
Skills Workout
Certification Warm Up
Certification Warm Up: Drill and Practice
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Publication 4491, Filing Basics
Publication 4491, Filing Basics
