Federal Income Tax Information
Schedule E - Supplemental Income and Loss
Qualified Business Income Deduction
- Frequently Asked Questions on Qualified Business Income Deduction
- Making QBID entries involving a Partnership (Form 1065)
- Making QBID entries involving a Sole Proprietorship (Form 1040, Schedule C)
- Making QBID entries involving a Specified Service Business
- Making QBID entries involving an S-Corporation (Form 1120S)
- QBID - Rental Property and Electing the Safe Harbor
Schedule C - Profit or Loss from Business
Source Documents
- Student Loan Interest Deduction (Form 1098-E)
- Social Security Benefits (Form SSA-1099)
- Form RRB-1099-R - Railroad Retirement Benefits
- Form 1099-C - Cancellation of Debt / Form 982 - Reduction of Tax Attributes
- Form 1098 - Interest You Paid
- Form 1099-R - Qualified Charitable Distributions
Affordable Health Care Act
Form 8965 – Health Coverage Exemptions/Responsibility Payment
- Health Coverage Exemptions / Responsibility Payment - Form 8965
- Health Coverage Exemptions Overview
- Marketplace-Granted Coverage Exemptions
- Coverage Exemptions
- Filing and Income Threshold Exemptions
- What is the Shared Responsibility Payment for 2018 and 2019?
Form 8962 - Premium Tax Credit
- Form 1095-C – Employer Provided Health Insurance
- Form 1095-B – Insurance Coverage
- Form 1095-A – Health Insurance Marketplace Statement
- Premium Tax Credit - Overview
- Alternative Calculation for Year of Marriage
- Shared Policy and Shared Policy Allocation
Earned Income Credit (EIC)
Federal 1099
Form W-2 Questions
Education Credits
Tax Cuts and Jobs Act
Schedule K-1 (Form 1041)
Schedule K-1 (Form 1065)
- Schedule K-1 (Form 1065) - Overview
- Schedule K-1 (Form 1065) - Heading Information
- Schedule K-1 (Form 1065) - Income (Loss) Items
- Entering Schedule K-1 (Form 1065) - Deductions on Form 1040
- Entering Schedule K-1 (Form 1065) - Credits & Foreign Transactions Items on Form 1040
- Schedule K-1 (Form 1065) - Self-Employment Earnings (Loss)
Schedule K-1 (Form 1120S)
- Schedule K-1 (Form 1120S) - Overview
- Schedule K-1 (Form 1120S) - Heading Information
- Schedule K-1 (Form 1120S) - Income (Loss) Items
- Schedule K-1 (Form 1120S) - Deductions
- Schedule K-1 (Form 1120S) - Credits & Foreign Transactions Items
- Schedule K-1 (Form 1120S) - Alternative Minimum Tax (AMT) Items