Understanding Tax Forms and Filing Statuses

Front

How many filing statuses are there?

Back

5

Front

Clients ONLY need a Social Security Card for each dependent

Back

FALSE

Front

What is the form needed if a client or dependent attended college?

Back

1098-T

Front

On Form W-2 form, what address should be used?

Back

From W-2 provided

Front

On Basic Information, what address should be used?

Back

From Proof of Residence

Front

If a client has no job with 3 dependents, what will be offered to them?

Back

Schedule C-Business

Front

Is Due Diligence required for every tax return?

Back

NO

Front

How many years (including the current year) can you still file a tax return?

Back

7