TurboTax TTLA
This type of return has only W2 income
What is "Basic"
The stage we move into after Gathering Info
What is "Preparing Return"
All taxpayers must use one of three basic tax forms. Name two of these three tax forms
What is Form 1040, Form 1040A or 1040EZ?
What does "IRS" stand for?
What is the "Internal Revenue Service?"
A person who lives with you and for whom you pay more than half of his or her living expenses.
What is a "dependent?"
One of the call types that you can get in assisted besides Tax Product Support
What is "Expert Review" or What is "Tax Advice" or What is "Expert Setup"
The required Form when taxpayer has a 1095-A
What is "Form 8962"
All taxpayers must file their Income Tax by this date.
What is "April 15?"
An examination of your tax return by the IRS.
What is an "Audit?"
If you have paid more Federal Income Tax than you should have, then you will be receiving a _________.
What is a "Refund?"
The piece of information that is now part of your introduction chat snippet
What is " state of residence"?
The Paid Preparer's Due Diligence Checklist IRS form Number
What is "Form 8867"?
One important tax document you will need to complete the filing of your Income Tax is your _____, which your employer must complete and send to you by January 31st.
What is a "W-2?"
The IRS is an agency of this department, and has its headquarters in Washington, D.C.
What is the "Department of the Treasury?"
The tax on wages, salaries and self-employment earnings is called this
What is the "income tax"
Your starting point in an expert review
What is "run error check"
As of March 14th,when a client is not ready for an appointment my next action is this.
What is "Schedule a new appointment"
What is the term for all the taxable income you receive?
What is "Gross Income?"
Willful failure to pay taxes is called ______ ________.
What is "Tax Evasion?"
Filing this form enables you to delay filing your tax return for four months, but does not delay your tax liability if you owe taxes.
What is "an extension"
The only time that an expert Review is upgraded for free
What is "when it is totally complete"
If i have an appointment for a return in Welcome Call, I should put it on hold True or False
What is "False"
With regards to "alimony" versus "child support," which one is taxable income?
What is "Alimony?"
Our income tax system is based on ________ _________, which means that all citizens are expected to prepare and file tax returns of their own accord without force.
What is "Voluntary Compliance?"
Which president created the office of commissioner of internal revenue and enacting a temporary income tax to pay war expenses.
Who is "President Abe Lincoln"