Introduction
  • Introduction
  • General Guidelines
The Fundamentals
  • Choosing the correct filing status.
  • Claiming dependents.
Reporting Income
  • All about W-2 income.
  • Interest & dividends.
  • Capital gains & losses.
  • Retirement income.
Adjustments to Income
  • Reducing your AGI.
Itemizing vs. Standard Deduction
  • Which to choose.
  • Medical expenses.
  • Deductible taxes.
  • Interest paid.
  • Charitable contributions and casualty losses.
Taxes and Credits.
  • Excess Premium Tax Credit repayments.
  • Foreign Tax Credit
  • Dependent Care Credit
  • Educational credits.
  • Various credits.
Other Taxes
  • Other taxes and penalties.
Tax Payments
  • Payments made to the IRS.
Wrapping-up
  • Refunds
  • Balances due
  • Final Thoughts
Supplemental Materials
  • Supplemental Materials