Basic Tax Preparation 1

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Introduction & Tax Site Overview (1-3) Intake (4-8) Qualifying Child (9-10) Qualifying Relatives & Filing Status (11-17)
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CEP'S tax clinic assists tax players who are involved in a controversy with the IRS or Illinois Department of Revenue.



Gina is single with no dependents. Her income for the year was $47,000. Will CEP serve this client?



Which tax returns are examined by a designated quality reviewer?

All returns, with no exception


On the intake forms, every question must be answered and every section competed.



Clients are required to bring in a social security card or ITIN letter



What should a tax preparer do first?

Review the client's intake documents


What should a tax preparer do last?

Have the return reviewed by a quality reviewer


When a client answers "unsure" on the Intake Sheet, Form 13614-C, the preparer should discuss the issue with the client to determine the correct answer.



Teresa is single and earned $14,000 during the year. She had 3 children, aged 18, 14 and 10. The children did not provide more than half of their own support. All three kids lived with Teresa's parents until October, when they moved in with Teresa. Terza lived alone until October. Are the kids qualifying children for Teresa?

No, because the children did not live with Teresa for more than hand the year.


Harriet (age 52) is a single mom with one son, Alan lived together all year, and both have Social Security Numbers. Alan is totally disabled, and redirected social security disability income that totaled $9,400, and $4,000 interest income.

Alan provided more than half of his own support. Harriet worked part time and earned $4,100. She also received about $3,000 from SNAP. Which of the following statements is NOT correct?

Harriet is eligible to claim Alan as her dependent.


Judy is single. She and her two kids, ages 2 and 4, lived with Judy's boyfriend, Josh, all year. Josh is not the father of Judy's kids, but he provided most of the financial support for Judy and her children. Judy worked part time and made $500 in wages, her only income. Josh made $30,000 at his job. Which statement below is true?

Both of the below statements are true:

  • Josh may claim Judy as his dependent under the rules for qualifying relative because she passes the five tests.
  • Since Judy is not required to file a tax return, the children are not the qualifying children of any taxpayer.

Tony and Teresa have been married for five years. He moved out 3 years ago, and lives alone. Their too small children live with Teresa. They have not taken any steps to legally separate or divorce, and they do not want to file a joint return. Tony occasionally sends Teresa money to help with the kids - about $1500 last year. Teresa earned $20,000 last year. What is Tony's filing status?

Married, filing separately


Karen is single and earned $32,000 last year. Her widowed mother lives in Wisconsin and received $300 per month in Social Security - her only income. Karen pays her mother's rent, utilities, and repairs on the home, as well as other living expenses. Karen provides over half of her mother's support. What is Karen's filing status?

Head of household


Sidney and his girlfriend, Ann, lived together all year. They are both single. Ann had no income. Sidney provided all of Ann's support and paid the entire cost of keeping up the household. what is Sydney's filing status?



Harold Jones is your next client. After greeting him, introducing yourself, and offering him a seat, you collect his intake forms and documentation. What should you do next?

Review Mr. Jones' intake documents with him, entering any missing information, and clarifying any questionable items.


If a volunteer encounters a client who is in the United States on an F, M, J, or Q Visa, the preparer should talk to the site manager before preparing the return.



Scholarships received by a full-time student are not considered part of total support.


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