Webinar Replay - Filing Status/Requirements to File "The Basics"

Kristy S. Maitre
October 10, 2016

This webinar replay is a great basic class, but also for those that want to review their understanding of filing requirements and filing status. 

One of the first issues a tax professional has to identity is the appropriate filing status for the individual or family. Once filing status has been determined we then must look at the requirement to file a return. A review of the various filing status with examples is discussed. Tables to assist in this process are also introduced.  A review of common forms that individuals will bring in that are provided by banks, employers and other entities. 

Filing Requirements3 per page.pdf

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