 |
| 01a |
Redesigned
Form 1040 &
Form 1040 Instructions |
The IRS has
come out with its Form
1040, which is substantially different from the
old one from a few years back. |
2 |
| 01b |
|
 |
| 02 |
The
Tax Preparer's Filing Season Supplement |
This
supplement puts the pieces together, covering filing
season issues and special situations including
intermediate and advanced tax preparation topics.
You'll learn things like the special income and
deduction tax rules for members of the Armed Forces,
members of the Clergy, and Day Traders. |
1 |
|
|
| 03 |
Form
1040 Line Reference |
Use
our Form 1040 Line Reference to easily access
IRS Forms, Schedules, Instructions, Publications, and
Tax Topics - all based on the line number of Form
1040. |
2 |
|
|
| 04 |
Form Codes |
Use these codes, which are provided for every single tax form, to quickly and easily open tax forms using the Open Form search box. The codes
eliminate the need to navigate through lists and groups of the forms looking for the one that you want. |
2 |
|
|
| 05 |
Form Codes with Form Names |
Same
as the above, but these codes include the tax form
names. |
1 |
|
|
| 06 |
Where
to Report Certain Items... |
From
W-2's to 1099's and more, our at-a-glance quick
reference guide will show you where to report each and
every information statement issued by payers to
taxpayers. It is a complete and reliable reference of
where to report the different types of income and
expenses for which taxpayers receive statements. |
2 |
|
|
| 07 |
Where
to Report Investment Income |
Whether
its taxable or tax exempt interest, ordinary or
qualified dividends, or capital gains, our at-a-glance
quick reference guide will show you exactly where to
report each and every type of investment income
received by taxpayers. |
2 |
|
|
| 08 |
TCJA Snapshot
- 5 pages |
This
at-a-glance quick reference provides information on all of the major
tax law changes that effect individual tax returns,
estates and trusts, and small businesses. |
2 |
|
|
| 09 |
Publication
5307, Tax Reform Basics for Individuals and Families -
14 pages |
The
Tax Cuts and Jobs Act is a major tax reform that
affects both individuals and businesses. This publication details
those tax law changes for both individuals and
families. |
1 |
|
| 10 |
Publication
5318, Tax Reform What’s New for Your Business -
12 pages |
The
Tax Cuts and Jobs Act is a major tax reform that
affects both individuals and businesses. This publication details
the tax law changes for businesses. |
1 |
|
|
| 11 |
The
Tax Cuts and Jobs Act Course -
38 pages |
This
course provides helpful and practical guidance on the
most sweeping federal tax law changes in over 30
years. This 38 page course covers all pertinent
federal taxation changes under The Tax Cuts and Jobs
Act. |
1 |
|
|
| 12 |
Form
11652-Questionnaire and Supporting Documentation Form
1040 Schedule C |
Form
11652 details the steps that tax return preparers must
take in order to comply with the IRS's due diligence
requirements when preparing Schedule C. |
1 |
|
|
|
|
| 70 |
1040
Live Production Has Begun! |
3 |
75 |
Moving? |
4 |
|
|
| 71 |
Missing Form W-2 or Form
1099? |
2 |
76 |
Wrapping
Up The Filing Season |
4 |
|
|
| 72 |
1st
IRS Funding & Notice Re: ACH Transfers |
3 |
77 |
End
of Filing Season |
4 |
|
|
| 73 |
Reminder:
Mandatory IRA Withdrawal Deadline |
1 |
78 |
Tax
Season Year End |
4 |
|
|
| 74 |
Last
Minute IRA Contributions |
4 |
|
|
|
|
