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Study guide for Elderly and Disabled

The study guide is provided to guide you through the course material in a step by step format.

Reading assignments are for "Tax Guide for the Elderly and Disabled."

1) Do You Qualify?

Reading Assignment: Chapter I <<>> Review Questions: # 1-21

The learning objectives for this lesson are to gain an understanding of:

  • Who is a qualified individual
  • Income limits

2) Filing Requirements for Seniors

Reading Assignment:  Chapter II <<>> Review Questions: # 22-23

The learning objectives for this lesson are to gain an understanding of:

  • The general filing requirements for most senior taxpayers

3)  Taxable and Nontaxable Income

Reading Assignment: Chapter III  <<>> Review Question: # 24-30

The learning objectives for this lesson are to gain an understanding of:

  • Compensation for Services
  • Retirement Plan Distributions
  • Social Security and Equivalent Railroad Retirement Benefits
  • Sickness and Injury Benefits
  • Life insurance proceeds
  • Sale of home

    4)  Adjustments to Income

    Reading Assignment: Chapter IV <<>> Review Questions: none

    The learning objectives for this lesson are to gain an understanding of:

    • Individual Retirement Arrangement (IRA) contributions and deductions
    • The standard deduction
    • Itemized deductions

    5)  Deductions

    Reading Assignment: Chapter V <<>> Review Questions: none

    The learning objectives for this lesson are to gain an understanding of the following, specifically as they relate to the elderly and disabled:

    • Standard deduction
    • Itemized deductions

    6)  Credits

    Reading Assignment: Chapter VI <<>> Review Questions: none

    The learning objectives for this lesson are to gain an understanding of:

    • Child and dependent care credit
    • Earned income credit

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