Lesson 2: Screening and Interviewing Basic Intermediate Advanced

Tax Law Checklist
Previous Step:
Lesson 1: Course Introduction
Next Step:
Lesson 3: Filing Basics

Do:
  1. Watch the ScreenCast
  2. Read Pub 4491 Lesson 2: Screening and Interviewing
Link & Learn CBT:
See Also:

To Do:
  • Remove AARP Tax-Aide specific references
  • Add links for Intake Sheet
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