IRS logo PrintHelpGlossaryReferences
  Finishing the Return
  Introduction  PreviousNext

Lesson Objectives

At the end of this lesson, you will be able to:

  • Calculate and report federal income tax withheld from all sources

  • Calculate the refund or amount due

  • Determine if estimated taxes should be paid

  • Determine whether to suggest changes to the taxpayer's Form W-4 or Form W-4P

  • Determine who qualifies for an extension of deadline

  • Perform steps for completing the tax return

  • Perform steps for identifying and reviewing the tax return

Estimated time to complete: 1 hour 55 minutes

 ExitHome  Click Next to continue.  Page 4 of 203  PreviousNext