References
- Publication 4491, Filing Basics
- Intake and Interview Sheet
- Publication 17
- Optional:
- Publication 559
- Form 1040 Instructions
- Form 9452
- Publication 4012, Sources of taxable and non taxable income
- Publication 4012, Chart A – For Most People Who Must File
- Publication 4012, Chart B – For Children and Other Dependents
- Publication 4012, Chart C – Other Situations When You Must File
- Publication 4012, Chart D – Who Should File
- Frequent Taxpayer Inquiries