Module 3 · Downloads
Resources
Your Module 3 study materials.
2025 Filing Requirements Quick Reference
All thresholds by filing status and age on one printable card. Keep it at your desk.
Extension Guide — Form 4868
How to file an extension and what to tell your client about the payment that is still due April 15.
ITIN Reference Card
ITIN basics, expiration rules, Form W-7 requirements, and which credits are affected.
Prior Year Unfiled Return Checklist
Documents to gather, steps to take, and when to refer out.
Dependent Question Checklist
Full due diligence checklist for dependent claims.
Filing Status Cheat Sheet
All five filing statuses with qualifying questions and red flags.
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Module 3 Complete
You now know who must file, when to file, when to file voluntarily, how to handle ITIN clients, how to advise married couples on joint vs separate, and what to do with prior year unfiled returns. That covers more ground than most new preparers learn in their first full season.
Up Next — Module 4
The W-2 Worker
- Reading a W-2 box by box with Amazon Anthony
- Multiple W-2s and what they do to your tax bracket
- Box 12 codes that show up every season
- How bonuses and overtime get taxed differently
- The most common W-2 errors and how to catch them