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Having Fun with Taxes 2 – Conflicting Information in the New Tax World
Monday, September 23, 2019, 10:00 AM - 12:00 PM EDT
Category: Events

The Department of Education continues to maintain that financial aid officers do not need to be tax experts – but as our student’s and our students’ family members’ tax returns grow more complicated, it sure feels like we do need to be experts. In our second tax webinar, we will look at two parts of the tax code that the Department expects financial aid officers to understand: who must file a tax return and what the correct filing status for a taxpayer should be. Changes to the standard deduction and the way taxpayers get tax breaks for dependents have significant implications related to who must file – and we will carefully review these changes. And while the filing status rules have not changed much, more and more filers are using an incorrect filing status – so the webinar will look at both how to determine the correct filing status – and how to explain to students and family members their next steps to resolve conflicting information.