Federal Income Tax Information

One Big Beautiful Bill Act

• OBBB Tax Credits and Deductions Quick Reference
• 2025 One Big Beautiful Bill Act - Overview
• 2025 One Big Beautiful Bill Act - Adoption Credit
• 2025 One Big Beautiful Bill Act - Casualty Loss
• 2025 One Big Beautiful Bill Act - Changes to Child and Dependent Care Tax Credit
• 2025 One Big Beautiful Bill Act - Child Tax Credit and Additional Child Tax Credit

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Source Documents

• Form 1099-DA – Digital Asset Proceeds From Broker Transactions
• Cost Segregation Study
• Guam Form W-2GU
• Desktop: Where is Form 1042-S entered in Form 1040-NR?
• Form 3921 Exercise of an Incentive Stock Option
• IRS Form 3922 - Transfer of Stock Acquired Through an ESPP

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Miscellaneous Credits

• Form 8936: Is The Vehicle Eligible For a Clean Vehicle Credit?

Qualified Business Income Deduction

• Desktop: Form 8995 - QBID Loss Carryover Entry
• Desktop: Making QBID entries involving a Partnership (Form 1065)
• Desktop: Making QBID entries involving a Specified Service Business
• Desktop: QBID - Rental Property and Electing the Safe Harbor
• Desktop: QBID entries involving a Sole Proprietorship (Form 1040, Schedule C)
• Frequently Asked Questions on Qualified Business Income Deduction

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American Rescue Plan Act

• Does a Child Born in 2021 Qualify for The Recovery Rebate Credit?
• 2021 Advance Child Tax Credit Payments - Repayment Protection
• 2021 Changes to Child Tax Credit
• Desktop: 2021 Recovery Rebate Credit
• 2021 Changes to the Child and Dependent Care Credit - Form 2441
• Child Tax Credit Phaseout Amounts for 2021

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Schedule C - Profit or Loss from Business

• Why is Schedule C Page 2 not printing?
• Schedule C - Contract Truck Drivers Deductible Expenses
• Schedule C negative expenses
• Desktop: Suspended or Unallowed Loss on a Schedule C
• Desktop: Qualified Joint Venture on a Schedule C

Schedule E - Supplemental Income and Loss

• Short-Term Rental and Vacation Rental Income
• Passive Activity Loss Limitations
• Desktop: Schedule E - Real Estate Participation
• Desktop: Royalty Income - Schedule C / Schedule E

Earned Income Credit (EIC)

• Earned Income Tax Credit for Clergy Members With a Housing Allowance
• Why can't I mark check boxes on line 4a or 4b of Schedule EIC?
• 2021 Changes to Earned Income Credit
• Desktop: Why No EIC Calculated
• Desktop: Earned Income Credit
• Earned Income Credit Additional Due Diligence Questions

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Tax Cuts and Jobs Act

• Tax Cuts and Jobs Act - New Tax Brackets for 2018
• Tax Cuts and Jobs Act - Standard Deduction Amounts for 2018

Affordable Health Care Act

• Why are Form 8962 Part II columns (a) to (f) blank?
• Form 1095-A - Health Insurance Marketplace Statement
• Do I need to enter a voided Form 1095-A in the tax return?
• Affordable Care Act Tax Provisions
• Mid-Year Premium Tax Credit Checkup
• FAQ on Affordable Health Care

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Form 8962 - Premium Tax Credit

• Form 8962: Why is an Amount Only Printing in Column (f)?
• Form 1095-B – Insurance Coverage
• Desktop: Form 1095-A – Health Insurance Marketplace Statement
• Premium Tax Credit - Overview
• Desktop: Form 8962 - Alternative Calculation for Year of Marriage
• Desktop: Form 8962 - Shared Policy Allocation

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Form 8965 – Health Coverage Exemptions/Responsibility Payment

• Form 1095-C – Employer Provided Health Insurance

Federal 1099

• Form 1099-S - Proceeds from Real Estate Transactions
• Desktop: Form 1099-A, Acquisition or Abandonment of Secured Property
• Desktop: Form 1099-Q - Payments from Qualified Education Programs

Form W-2 Questions

• What Employee ID do I use for a W-2 for an ITIN holder?
• Desktop: Form 4852 - Substitute Form W-2 / Form 1099-R
• Inputting A Form W-2 With More Than 4 States Listed
• Form W-2 Box 12 Codes
• Desktop: Form W-2 Common Questions
• Desktop - Form W-2 Wage and Earning Statement

Education Credits

• 2020 and prior: Form 8917 - Tuition and Fees Deduction
• Education Credits and Deductions (Form 1098-T)
• Form 8867 - Due Diligence for Claiming the American Opportunity Tax Credit

Schedule K-1 (Form 1041)

• Desktop: Schedule K-1 (Form 1041) - Overview
• Desktop: Schedule K-1 (Form 1041) - Heading Information
• Desktop: Schedule K-1 (Form 1041) - Income Items
• Schedule K-1 (Form 1041) - Deductions, Credits & Other Items

Schedule K-1 (Form 1065)

• IRS Form 7217 - Partner’s Report of Property Distributed by a Partnership
• Desktop: Schedule K-1 (Form 1065) - Printing the Partner's Capital Account Analysis
• Why is a PTP loss not on Form 8582?
• Form 1065- Schedule K-2 and Schedule K-3 Part IX - Partner’s Information for Base Erosion and Anti-Abuse Tax (Section 59A)
• Desktop: Form 1065 - Schedule K-2 and Schedule K-3
• Form 1065 - Schedules K-2 and K-3 Part VII - Information to Complete Form 8621

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Schedule K-1 (Form 1120S)

• IRS Form 7203 - Form lines and explanations
• Desktop: Schedule K-1 (Form 1120-S) - Overview
• Desktop: Schedule K-1 (Form 1120-S) - Heading Information
• Desktop: Schedule K-1 (Form 1120-S) - Income (Loss) Items
• Desktop: Schedule K-1 (Form 1120-S) - Deductions
• Desktop: Schedule K-1 (Form 1120-S) - Credits & Foreign Transactions Items

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