Filing Status
unmarried, divorced, a registered domestic partner or legally separated according to state law on December 31
Single
A Credit for qualified education expenses paid for eligible student for first 4 years. Its a refundable credit.
American Opportunity Credit
Single(S) ?
$12,200
First Step when filing tax returns
Demographics
Child care Expenses
2441
unmarried for the tax year, pays more than 1/2 of expenses, dependent living in household
Head of Household
IRS require to report wage and salary info for employees. This form reports amount of federal state and other taxes withheld on your paycheck
W2
Married Filling Jointly (MFJ)?
$24,400
Second step when filing Tax Return?
Source of income
The proceeds from the broker and broker exchange transactions from gains and losses.
1099-B
Based on persons marital status on Dec 31st. If first day of legal separation is December 31st.Taxpayer may not file this particular status
Married Filling Jointly
Student Loan Interest $600 or more during the course of your trade or business.
1098-E
Married Filing Separately(MFS) ?
$12,200
Third step when filing Tax return
Add form 8879
SS benefits
1099-SSA
What filing status that would be used for spouses that has been separated but live together as of Dec 31 of the Taxable year?
Married Filling Separately
The amended US individual income tax return. Used to correct mistakes
1040 X
Head of Household(HH) ?
$18,350
There's two steps before the final completion of filing a return.
Prep Fees and Text Message
Verify
Interest income
1099-INT
Taxpayers spouse expire. Surviving spouse does not re-marry. Must have dependent child
Qualifying Widow
Used for filing purposes and is insured by the IRS to those individuals required to have a U.S. taxpayer ID number but doesn't have ne and aren't eligible to have a SSN from the SSA
W7
Qualifying Widow(QW) ?
$24,400
Final step when completing Tax Return
Print and Sign
8879