2024 VITA Training 2A (Intake Interview, Filing Status)
This session provides tips on how to conduct a thorough intake interview and determine the correct filing status.
0:00 Intro
2:29 Intake Interview
35:23 Scope of Service
40:03 Who Must File a Return?
50:35 Filing Status
58:47 ITINs
Form 13614-c Intake/Interview Quality Review: https://drive.google.com/file/d/1gmWkOKreIxhEaRyMQ4710FarpJxGonw9/view?usp=drive_link