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.