SPRING TAX WEBINAR SERIES
Robert Weinerman, IronBridge Resources, Presenter
Tax Webinar #2: Verifying Filers and Non-Filers
For our second webinar, we’ll tackle some of the more challenging tax-related aspects of financial aid work. We’ll start with the verification of non-filers, including a look at the question of when someone is required to file a tax return (and when they don’t have to). We’ll then move on to verification of tax files, and cover rollovers, Form 1040-X and the tax account transcript, and how to address IRS Request Flag 07.
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