Accurately Determining Filing Status & Dependency

With: Steve O'Rourke

Accurately Determining Filing Status & Dependency

Session#: 923-10

Determining who is an eligible dependent is not always as simple as claiming those who are in your care.

Upon completion of this session, the learner will be able to:
  • Explain the difference between a qualifying child and a qualifying relative.

  • Accurately determine the proper filing status.

  • Explain the difference between married, unmarried and single.

  • Explain when the "tie-breaker" rules apply.

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  • Accurately Determining Filing Status & Dependency

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