The National Association of Tax Professionals

The National Association of Tax Professionals

Filing Status and Dependency Issues

  • Topic(s): Individual
  • Presenter(s): Steve O'Rourke
  • Session#: 925-17
  • Session Length: 100 minutes
  • Program: NATP 2015 Tax Forums & Expo
  • Date: Sep 3, 2015
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Filing Status and Dependency Issues - Details:

Determining the proper filing status and who is an eligible dependent is not always an easy task. In this session, we'll revisit the basics of filing status and considerations that must be taken into account when determining eligible dependents. Attend this session to master these concepts, which impact virtually every return you prepare.

Upon completion of the session, you will be able to:
  1. Accurately determine the taxpayer's proper filing status.
  2. Differentiate between a qualifying child and qualifying relative.
  3. Determine if a taxpayer is eligible to claim all of the tax benefits associated with a dependent.