IRS forms workshop
SEE 1 Chapter 26 · IRS outline All domains
The SEE often asks 'which form?'. This workshop puts every Part 1 form in its place on the return, in the order a preparer meets them: the 1040 family, the information returns that arrive in January, the schedules that turn them into income, the credit and deduction forms, the tax and payment forms, and the specialized estate, gift and international returns. Nadia gives Theo one rule: every number on Form 1040 has a home form behind it.
In this chapter
- Form 1040 and the forms around it
- Information returns the client brings in
- Schedules and forms that turn documents into income
- Deduction and credit forms
- Tax, payment, relief and collection forms
- Specialized returns: estates, gifts, trusts and international
This chapter has 6 lessons and 90 practice MCQs with explanations, plus flashcards and a recall sheet.
What this chapter covers
- Form 1040 and Schedules 1 to 3, A to F, H, R, SE and 8812
- information returns
- Forms 2441, 8863, 8962, 8606, 5329, 8889, 6251, 8959, 8960, 2210, 1040-X, 8379, 8857, 706, 709, FinCEN 114 and 8938