Unique Filing Situations Workout

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Intake/Interview & Quality Review Sheet

On the Intake/Interview & Quality Review sheet, taxpayers and their spouses indicate whether or not they are U.S. citizens, and the citizenship or residency of their family members and dependents.

If the taxpayer checked "No" for U.S. citizen on the Intake/Interview sheet, you must determine the person's residency status.

Personal Information section of intake and interview sheet, Are you a U.S. Citizen? Is your spouse a U.S. citizen?

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Workout Resources
Determining Alien Status
- Skills Warm Up: Substantial Presence Test
- Case Study 1: Substantial Presence Test
Filing Status Options
Dependents
- Skills Warm Up: Dependens
Out of Scope
- Out of Scope Situations for VITA/TCE
Skills Workout
- Certification Warm Up: Question 1 of 3
- Certification Warm Up: Drill & Practice
More Resources and Practice
- More Resources and Practice