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Study Guide-Preparing the 1040

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

Course material is a PDF document.

Chapter 1 – New Tax Law/Recent Updates 

Assignment: Chapter 1 <<>> Review Questions  Group #1: # 1-3

When you have completed the Chapter 1 text, you should be able to:

Chapter 2 – The Income Tax Return

Assignment: Chapter 2 <<>> Review Questions Group #2: #1-2

When you have completed the Chapter 2 text, you should be able to:

 

Chapter 3 – Taxability of Wages, Salaries, Tips and Other Earnings

Assignment: Chapter 3 <<>> Review Questions Group #3: #1-2

When you have completed the Chapter 3 text, you should be able to:

 

Chapter 4 – Foreign Accounts, Refunds, Unemployment Compensation, Self-Employment Income and Social Security Benefits

Assignment: Chapter 4 <<>> Review Questions Group #4: #1-2

When you have completed the Chapter 4 text, you should be able to:

 

Chapter 5 – IRAs, Pensions, Annuities, Capital Gains and Losses

Assignment: Chapter 5 <<>> Review Questions Group #5: #1-4

When you have completed the Chapter 5 text, you should be able to:

 

Chapter 6 – Adjustments and Deductions

Assignment: Chapter 6 <<>> Review Questions Group #6: #1-2

When you have completed the Chapter 6 text, you should be able to:

 

Chapter 7 – Child and Dependent Care, Education, Retirement and Child Tax Credits

Assignment: Chapter 7 <<>> Review Questions Group #7: #1-4

When you have completed the Chapter 7 text, you should be able to:

 

Chapter 8 – ACA Provisions

Assignment: Chapter 8 <<>> Review Questions Group #8: #1-6

When you have completed the Chapter 8 text, you should be able to:

Chapter 9 – Earned Income Tax Credit

Assignment: Chapter 9 <<>> Review Questions Group #9: #1-3

When you have completed the Chapter 9 text, you should be able to:

 

Chapter 10 – Tax Payments and Refunds

Assignment: Chapter 10 <<>> Review Questions Group #10: #1-2

When you have completed the Chapter 10 text, you should be able to:

Chapter 11 – Ethics, Practices & Procedures

Assignment: Chapter 11 <<>> Review Questions Group #11 #1-8

When you have completed the Chapter 11 text, you should be able to: