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Basic Course > Completing the Return

Completing the Return

This lesson covers insights and information for concluding your interview with the taxpayer. It is important that the taxpayer has a complete record of the return, understands what will happen next, and knows how to get answers to questions that may come up later.

Click the Lesson button to learn more about Completing the Return.

Skill Check

Check your understanding of the concluding the interview process. Indicate whether each of the statements below is true or false by clicking on the correct answer. To check your answers, click the Check My Answers button at the bottom of the page.

  1. Since volunteer tax assistance sites use tax software to create and e-file tax returns, a paper copy of the return is not necessary.
  • A.
  • B.
  1. You can provide a guaranteed date that the taxpayer can expect a tax refund, based on the date the return is filed.
  • A.
  • B.
  1. Some taxpayers may wish to increase withholding and make estimated tax payments to avoid having a balance due next year.
  • A.
  • B.
  1. Form 1040-ES is used to compute the amount of estimated tax to be paid over the year.
  • A.
  • B.