From 1040 to Refund: A Beginner’s Guide
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Curriculum
18 Sections
82 Lessons
26 Weeks
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Introduction
1
1.1
From 1040 to Refund: A Beginner’s Guide
Chapter 1: Filing Status and Filing Requirements
2
2.1
Understanding Filing Status
2.2
Filing Status
Chapter 2: Qualifying Dependents and Support Tests
4
3.1
Qualifying Dependents and Support Tests
3.2
5 Qualifying Child Tests
3.3
4 Qualifying Relative Tests
3.4
Review Question
1 Question
Chapter 3: Tax Rates
2
4.1
Tax Rates
4.2
Calculation of Tax Rates
Chapter 4: Income
12
5.1
Income
5.2
Taxable and Non-Taxable Income
5.3
Earned vs Unearned Income
5.4
Unemployment Compensation
5.5
Social Security Income
5.6
Social Security Income
5.7
Review Question
1 Question
5.8
Interest Income
5.9
Dividends
5.10
Other Income
5.11
Adjustments to Income
5.12
Review Question
1 Question
Chapter 5: Credits vs Deductions
4
6.1
Credits vs Deductions
6.2
Tax Credits
6.3
Tax Deductions
6.4
Review Question
1 Question
Chapter 6: Itemized Deduction vs Standard Deduction
4
7.1
Standard Deduction
7.2
Itemized Deduction
7.3
What Can I Deduct?
7.4
Review Question
1 Question
Chapter 7: Types of Credits
11
8.1
Credits
8.2
Child Tax Credit
8.3
Credit for Other Dependents
8.4
Child and Dependent Care Credit
8.5
Earned Income Tax Credit
8.6
Education Credits
8.7
American Opportunity Tax Credit
8.8
Lifetime Learning Credit
8.9
PATH Act
8.10
Premium Tax Credit
8.11
Review Question
1 Question
Chapter 8: Self-Employment
7
9.1
Self-Employment Income
9.2
Quarterly Estimated Tax Payments
9.3
Business Expenses
9.4
Business Expenses
9.5
Qualified Business Income
9.6
Home Office Deduction
9.7
Review Question
1 Question
Chapter 9: Business Structures
7
10.1
Sole Proprietor
10.2
Limited Liability Company
10.3
Partnership
10.4
C Corporation
10.5
S Corporation
10.6
Business Entity Summary
10.7
Review Question
1 Question
Chapter 10: Forms & Schedules (How to Read Form 1040)
17
11.1
Forms & Schedules
11.2
Form 1040
11.3
Above-the-Line vs Below-the-Line Deductions
11.4
Form W-2
11.5
Schedule A
11.6
Schedule B
11.7
Schedule C
11.8
Schedule D
11.9
Schedule E
11.10
Schedule EIC
11.11
Schedule SE
11.12
Schedule 1
11.13
Schedule 2
11.14
Schedule 3
11.15
Form W-4
11.16
Types of 1099’s
11.17
Review Question
1 Question
Chapter 11: State Taxes
4
12.1
State Taxes
12.2
Multiple State Tax Returns
12.3
State Income Tax Reciprocity
12.4
Review Question
1 Question
Chapter 12: Amended Returns
3
13.1
Amended Returns
13.2
Direct Deposit/ Balance Due
13.3
Tracking Amended Tax Return
Chapter 13: Ethics
9
14.1
Ethical Considerations
14.2
Circular 230
14.3
Review Question
1 Question
14.4
Due Diligence and Penalties
14.5
Due Diligence for Specific Tax Credits
14.6
Due Diligence Procedures
14.7
Penalties
14.8
Due Diligence Court Case
14.9
Review Question
1 Question
Chapter 14: IRS Notices
2
15.1
Understanding IRS Notices
15.2
Review Question
1 Question
Chapter 15: Identity Theft- IP Pin
3
16.1
Identity Theft
16.2
IP PIN
16.3
Review Question
1 Question
Chapter 16: Refunds
4
17.1
Tax Refunds vs. Tax Returns
17.2
Tax Deadlines and Extensions
17.3
E-Filing vs. Paper Filing
17.4
Bank Products
Final Exam
1
18.1
Final Exam
60 Minutes
25 Questions
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