Description
Follow an individual return from the first client questions to the final review. Worked examples and annotated forms connect filing status, income, deductions and credits to the decisions you make in your tax software.
What’s Included
- 11 chapters covering filing basics, dependents, income, sole proprietors, rentals, deductions, credits, due diligence and after-filing issues.
- Annotated return blueprints for Form 1040, Schedule C and Schedule E, with document-to-form connections and review points.
- Worked examples, a filing-season checklist, a glossary, IRS resources and a 2025–2026 comparison reference.
How You’ll Use It
Follow the walkthroughs to see where client information belongs, then use the chapters to understand the treatment. Examples cover rideshare drivers, booth renters, rental depreciation, K-1 income, education credits and itemized deductions.
Who It’s For
New preparers building a foundation and working preparers who want a reference beside their tax software.
Format & Details
Digital guide • Tax year 2026 edition. Includes worked examples and annotated forms. Full client practice files and completed practice returns are sold separately.
