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Dependent 20202021 Tax and Resources Worksheet Office of Financial Students name Alpo ID # Students Tax Filing Status Tax Year 2018 Did you file or were you required to file a 2018 U.S. Federal Income

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How to fill out students tax filing status

01

Gather all the necessary documents such as W-2 forms, 1098-T forms, and any other relevant tax forms.

02

Determine your filing status as a student. If you are single and not being claimed as a dependent, you may be eligible to file as 'Single' or 'Head of Household'. If you are married or being claimed as a dependent, consult the IRS guidelines to determine your filing status.

03

Calculate your total income using the information from your W-2 forms and any other sources of income such as scholarships or grants.

04

Determine if you are eligible for any education-related tax credits such as the American Opportunity Credit or Lifetime Learning Credit. Fill out the necessary forms and attach them to your tax return if applicable.

05

Fill out the appropriate tax forms such as Form 1040 or 1040EZ, reporting your income, deductions, and any applicable credits.

06

Double-check all the information entered on the forms to ensure accuracy and make sure you have signed and dated the tax return.

07

File your tax return electronically using tax software or mail it to the appropriate IRS address. If you owe any taxes, make sure to include payment or set up a payment plan with the IRS.

08

Keep copies of all documents and the filed tax return for your records.

Who needs students tax filing status?

01

Students who have earned income, received a scholarship or grant, or have other tax-reportable transactions need to fill out students tax filing status.

02

Students who want to claim education-related tax credits such as the American Opportunity Credit or Lifetime Learning Credit also need to provide their tax filing status.

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