Lesson 9-3: Filing Income Tax Returns
Attempt: 3
Steps to Complete Income Tax Return
Once you’ve selected your form and filing status you are ready to complete your return:
1. Enter your filing status and any exemptions
o Filling out your marriage status and dependents can affect your tax rate.
o You get an exemption for you and each dependent (a dependent must not claim him/herself on his/her own return)
2. Report your income from employment, savings, investments, or other forms.
3. List deductions and other adjustments – remember reporting contributions to a retirement account can allow you to make additional deductions.
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