- Collect taxpayer's biographical information. Verify taxpayer's identity (you can find it examining passport, driver's license, or national identity card):
- Date of birth;
- Citizenship;
- Age;
The age of a taxpayer determines if he or she qualifies for certain deductions, retirement distribution and/or dependency.
Taxpayers using the married, filing jointly status often increase dollar limits for deductions, exemptions and credits.
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