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1040 Quickfinder Handbook

1040 Quickfinder Handbook

Product Information

  • The 2016 print and ProView eBook tax year editions will be available in December 2016.
    Pre-order your edition today.

  • Brand:
    Quickfinder

Format

Price

Quantity

$52.00
$55.00
eBook - ProView
Product Code:
Q40V2017
$48.00

The 1040 Quickfinder Handbook is your trusted source for quick reference to tax principles that apply when preparing individual income tax returns. It covers all aspects of preparing a Form 1040, including tax law changes and IRS developments, and is presented in a concise, easy-to-use format.

With the 1040 Quickfinder Handbook, you’ll be on top of the ever-changing tax rules that apply to your individual client returns. Whether determining how the tax rules apply to a particular transaction or event, or how to report a particular tax item on the return, or simply looking up an amount or rate, the Handbook gets you the accurate answers you need quickly. Here’s what you’ll get with this useful tool: 

  • Material that’s organized in a unique tab structure based on the IRS tax forms and schedules
  • Loads of quick reference tables and charts get you the answers you’re looking for quickly
  • Examples throughout that illustrate how the tax rules apply and how to report items on the return
  • A What’s New tab that summarizes significant current-year tax changes that are addressed throughout the Handbook, so you can quickly get up to speed on what’s changed
  • References throughout the Handbook to relevant Internal Revenue Code sections, IRS regulations and rulings, and court cases so you can dig deeper into a subject if needed

See information above for new edition availability.  To order the current or prior tax year editions, please call us at 800-510-8997800-510-8997 FREE.

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  • Q40 Table of Contents
    • Tab 1: 2015 Tax Table
      • 2015 Tax Computation Worksheet
    • Tab 2: 2015 States Quick Reference
      • State Individual Income Tax Quick Reference Chart (2015)
      • General
      • Alabama
      • Alaska
      • Arizona
      • Arkansas
      • California
      • Colorado
      • Connecticut
      • Delaware
      • District of Columbia
      • Florida
      • Georgia
      • Hawaii
      • Indiana
      • Iowa
      • Kansas
      • Kentucky
      • Louisiana
      • Maine
      • Maryland
      • Massachusetts
      • Michigan
      • Minnesota
      • Mississippi
      • Missouri
      • Montana
      • Nebraska
      • Nevada
      • New Hampshire
      • New Jersey
      • New Mexico
      • New York
      • North Carolina
      • North Dakota
      • Ohio
      • Oklahoma
      • Pennsylvania
      • Rhode Island
      • South Carolina
      • South Dakota
      • Tennessee
      • Texas
      • Utah
      • Vermont
      • Virginia
      • Washington
      • West Virginia
      • Wisconsin
      • Wyoming
    • Tab 3: Quick Facts, Worksheets, Where to File
      • Quick Facts Data Sheet
      • Business Use of Home Worksheet
      • Capital Loss Carryover Worksheet (2015)
      • Child Tax Credit Worksheet (2015)
      • Donations—Noncash
      • Donated Goods Valuation Guide
      • Donations Substantiation Guide
      • Earned Income Credit (EIC) Worksheet (2015)
      • Net Operating Loss Worksheet #1
      • Net Operating Loss Worksheet #2—Computation of NOL
      • Net Operating Loss Worksheet #3—NOL Carryover
      • Social Security Benefits Worksheet (2015)
      • Form 8949, Sales and Other Dispositions of Capital Assets—Gain/Loss Adjustment Codes
      • Deduction for Exemptions Worksheet (2015)
      • Itemized Deductions Worksheet
      • 2015 State and Local Sales Tax Deduction
      • Health Coverage Exemptions
      • Where to File 2015 Form 1040, 1040A, 1040EZ
      • Where to File Form 1040-ES for 2016
      • Where to File Form 4868 for 2015 Return
    • Tab 4: 2015 Form 1040—Line-By-Line
      • Line-By-Line Quick Reference to 2015 Form 1040
      • Taxable and Nontaxable Income
      • Determining Filing Status
      • Form W-2, Box 12 Codes
      • Filing Status
      • Exemptions
      • Dependents
      • Qualifying Child (QC) Tie-Breaker Rules—Examples
      • Children of Divorced or Separated Parents
      • Medical Benefits for Dependents
      • Income
      • Adjustments to Income
      • Taxes and Credits
      • Other Taxes
      • Payments
      • Refund/Amount Owed
      • Signatures and Designees
      • Assembling the Return
    • Tab 5: Schedule A—Itemized Deductions
      • Phase-Out of Itemized Deductions
      • Medical Deductions
      • Taxes
      • Interest Tracing
      • Investment Interest Expense
      • Interest—Mortgages
      • Points—Mortgages
      • Other Mortgage Interest Deduction Rules
      • Charitable Contributions
      • Casualty and Theft Losses
      • Miscellaneous Itemized Deductions
      • Miscellaneous Job Costs
      • Work-Related Education Costs
      • Investment Expenses
      • Legal Fees
      • Interest Income
      • Dividends
      • Foreign Accounts and Trusts
      • Imputed Interest on Below Market Loans
      • U.S. Government Bonds
      • Bond Discount and Premium
    • Tab 6: Schedules C, F and SE
      • Quick Guide to Business Entities
      • Schedule C—Principal Business or Professional Activity Codes
      • Schedule C—Profit/Loss From Business
      • Business Use of Home
      • Daycare Providers
      • Business vs. Hobby Losses
      • Independent Contractors
      • Starting a Business
      • Net Operating Loss (NOL)
      • Schedule SE—Self-Employment Tax
      • Schedule F—Profit/Loss From Farming
      • Domestic Producer Deduction (DPD)
    • Tab 7: Schedule D; Form 4797; Sales and Exchanges
      • Real Estate Comparison Chart
      • Schedule D/Form 8949—General Rules
      • Stocks and Other Securities
      • Mutual Funds
      • Employee Stock Options
      • Bad Debts
      • Sales of Business Property
      • Installment Sales
      • Involuntary Conversions
      • Home Ownership
      • Sale of Residence
      • Residence Gain Exclusion
      • Business or Rental Use of Home
      • Foreclosures
      • Like-Kind Exchanges
    • Tab 8: Schedule E, Passive Activities, At-Risk
      • Rents and Royalties
      • Renting Out a Home
      • Partners and S Corporation Shareholders
      • Passive Activities
      • Special Passive Loss Rules for Rental Activities
      • At-Risk Rules
      • Partner Codes for Schedule K-1 (Form 1065)
      • Shareholder Codes For Schedule K-1 (Form 1120S)
    • Tab 9: Form 2106, Travel, Meals and Entertainment
      • Employee Business Expenses
      • Meals and Entertainment
      • Business Gifts
      • Travel
      • Substantiation Requirements
      • Above-the-Line Deduction for Certain Employees
      • Per Diem Rates
      • High-Cost Localities for the High-Low Method—Effective October 1, 2014
      • Meals and Incidental Expenses Per Diem Rates
    • Tab 10: Depreciation
      • Depreciation Rules
      • Special Depreciation Allowance
      • Alternative Minimum Tax Adjustments
      • Alternative Depreciation System
      • Section 179 Deduction
      • Section 179 Recapture
      • Change of Use of MACRS Property
      • Dispositions of MACRS Property
      • Depreciation Recapture
      • Like-Kind Exchanges—Depreciation Rules
      • Computer Software
      • Leasehold Improvements
      • Qualified Real Property
      • Correcting Depreciation Errors
      • Intangible Assets
    • Tab 11: Autos and Listed Property
      • Business Vehicles—Quick Facts
      • Deducting Vehicle Expenses
      • Depreciating Vehicles
      • Maximizing Vehicle Section 179 Expense
      • Depreciation After Recovery Period Ends
      • Depreciation Recapture
      • Basis—Autos
      • Auto Trade-In Rules
      • Selling a Business Auto
      • Alternative Motor Vehicle Tax Credit
      • Credits for Plug-In Vehicles
      • Commuting Expenses
      • Autos—Documenting Business Use
      • Employer-Provided Vehicles
      • Listed Property
      • Leased Vehicles
    • Tab 12: Credits, AMT, NII Tax and Special Taxpayers
      • Tax Credits Summary (2015)
      • Adoption Credit or Benefit Exclusion
      • Child and Dependent Care Credit
      • Child Tax Credit
      • Earned Income Credit
      • Education Tax Credits
      • First-Time Homebuyer Credit
      • Foreign Tax Credit
      • Premium Tax Credit
      • Residential Energy Tax Credits
      • Retirement Saver’s Credit
      • Small Employer Health Insurance Credit
      • Alternative Minimum Tax (AMT)
      • 3.8% Net Investment Income Tax
      • Household Employers
      • Ministers/Clergy
      • Military Personnel
      • Community Property
      • U.S. Taxpayers Working Abroad
      • Non-U.S. Citizens
      • Oil and Gas Investors
    • Tab 13: Children, Education and Divorce
      • Kiddie Tax
      • Foster Parents
      • Qualified ABLE Programs
      • Family Loans
      • Custodial Accounts
      • Savings Bonds Interest Exclusion
      • Student Loan Interest Deduction
      • Tuition and Fees Deduction
      • Education Tax Incentives Comparison Chart (2015)
      • Qualified Tuition Programs
      • Education Savings Accounts
      • Scholarships and Fellowships
      • Divorce
    • Tab 14: Retirement
      • 2015 IRA Chart
      • 2015 Employer and Self-Employed Retirement Plan Chart
      • Exceptions to 10% Withdrawal Penalty Before Age 59½
      • Traditional IRAs
      • Deducting Traditional IRA Contributions
      • Roth IRAs
      • Roth IRA Conversions
      • Rollovers and Transfers
      • Withdrawals and Distributions
      • Required Minimum Distributions
      • Reporting Penalty Taxes
      • IRAs at Death
      • Simplified Employee Pensions (SEPs)
      • Contribution Limits for the Self-Employed
      • SIMPLE IRA Plans
      • Qualified Retirement Plans
      • One-Person 401(k) Plans
      • Losses From IRAs and Pensions
      • Annuity Distributions
      • Railroad Retirement
      • Contacting the Social Security Administration (SSA)
      • Social Security Benefits
      • Social Security Quick Chart—Retirement Benefits (2016)
      • Social Security Quick Chart—Family, Survivor and Disability Benefits (2016)
      • Retirement Benefits
      • Family and Survivor Benefits
      • Disability Benefits
      • Medicare
      • Medigap Insurance
      • Medicaid
      • Supplemental Security Income
    • Tab 15: Estate Planning
      • Quick Facts on Estate Planning
      • Filing Income Tax Returns for Decedent (Form 1040)
      • Estate Distributions and Schedule K-1 (Form 1041)
      • Probate
      • Basis of Inherited Property
      • Co-Ownership
      • Wills
      • Planning for Illness/Disability
      • Estate and Gift Tax
      • Gifts and Gift Tax Returns
      • Charitable Gifts and Bequests
      • Life Insurance
      • Trusts
      • Basics of Financial Planning
      • Investment Planning
      • Mutual Funds
      • Tax Saving Techniques
      • Home Mortgages
      • Retirement Planning
      • How Long Savings Will Last
      • Figure Future Value of Assets at Retirement
      • Monthly Investments to Reach Financial Goals
      • Projecting Retirement Income—A Quick Check Method
      • Future Value Tables
      • Present Value Tables
      • Tax-Free Investments
      • Insurance Planning
      • Life Insurance
      • Types of Life Insurance Policies
      • Annuities
      • Disability Insurance
      • Long-Term Care Insurance
    • Tab 16: IRS, Penalties, Audits
      • Selected Taxpayer Penalties
      • IRS General Information
      • Options for Taxpayers Unable to Pay Tax Due
      • Selected Tax Preparer Penalties
      • Avoiding IRS Penalties and Interest
      • Underpayment/Estimated Tax Penalty
      • Electronic Filing
      • Extension of Time to File
      • Amended Returns
      • Return Preparers and Representatives
      • Injured Spouse Claim
      • Audits and Examinations
      • Collections
      • Offers in Compromise
      • Innocent Spouse Relief
      • IRS Forms—Individual Tax
      • IRS Publications—Individual Tax
    • Tab 17: What’s New
      • Inflation-Adjusted Amounts
      • Expired Tax Provisions
      • Tax Legislation
      • Affordable Care Act—New for 2015
      • April 15, 2016 Deadline Extended
      • Same-Sex Marriages
      • Affordable Care Act (ACA) Glossary
      • Tax Provisions That Expired on December 31, 2014
      • Achieving a Better Life Experience (ABLE) Act of 2014
      • Surface Transportation and Veterans Health Care Choice Improvement Act of 2015
      • Trade Acts of 2015
    • Tab 18: IRS Circular 230
      • Treasury Department Circular No. 230 (Rev. 6-2014)
    • Index
      • Easy to Use Topical Index