Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Personal Exemptions Workout

Workout Resources

Intake/Interview & Quality Review Sheet

To claim a personal exemption, the volunteer must be able to answer "no" to the intake question, "Can anyone claim the taxpayer or spouse on their tax return?" This applies even if another person does not actually claim the taxpayer as a dependent.

Form 13614-C with highlighted question “Can anyone else claim the taxpayer or spouse on their tax return?”
Intake/Interview Sheet

Intake/Interview Sheet