Your browser is not supported by this site. Please update to the latest version, or use a different browser for the best experience.
Premium Quickfinder Handbook

Premium Quickfinder Handbook

Product Information

  • Frequency of Updates:
    Annually with one Supplement (as needed)
  • Brand:
    Quickfinder

Format

Price

Quantity

$69.00
$69.00
$72.00
Purchase both print and eBook formats to save 37.5% in your shopping cart.

The 2013 tax year print and ProView eBook editions will be available in December 2013. You can pre-order your edition today.

With more than 500 pages, the Premium Quickfinder Handbook is your trusted source for quick reference to tax principles that apply when preparing individual, business and fiduciary income, estate and gift, tax-exempt organization, and payroll tax returns. It covers the essentials of preparing these tax filings, including detailed, true-to-life examples with filled-in forms and line-by-line explanations, and addresses tax law changes and IRS developments, all in a concise, easy-to-use format.

The 2014 print and ProView eBook tax year editions will be available in December 2014. Pre-order your edition today. To order the current 2013 tax year edition, please call us at 800-510-8997.

With this Handbook, you’ll be on top of the ever-changing tax rules that apply your individual, business, fiduciary, estate and gift, tax-exempt, and payroll reporting clients. 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 plus topics you’ll encounter when preparing individual, business, fiduciary, estate and gift, tax-exempt, and payroll tax returns
  • Loads of quick reference tables and charts to get you the answers you’re looking for quickly
  • Examples throughout to 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

Authored by tax professionals with many years of experience, the Quickfinder Handbooks have been the industry leader for more than 40 years. Whether you’re just starting out, or you’re a seasoned tax professional, you’ll find the Handbook an invaluable, indispensable, and irreplaceable tax resource.

List of Content (Click any title to expand the list)

  • Tab 1: 2012 Tax Table
    • 2012 Tax Table
    • 2012 Tax Computation Worksheet
    • 2012 EIC Table
  • Tab 2: 2012 States Quick Reference
    • State Individual Income Tax Quick Reference Chart (2012)
    • 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 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 (2012)
    • Child Tax Credit Worksheet (2012)
    • Donations—Noncash
    • Donated Goods Valuation Guide
    • Donations Substantiation Guide
    • Earned Income Credit (EIC) Worksheet (2012)
    • Net Operating Loss Worksheet #1
    • Net Operating Loss Worksheet #2—Computation of NOL
    • Net Operating Loss Worksheet #3—NOL Carryback
    • Social Security Benefits Worksheet (2012)
    • Reporting Capital Gains and Losses—Form 8949
    • State and Local General Sales Tax Deduction Worksheet
    • Student Loan Interest Deduction Worksheet
    • Where to File 2012 Form 1040, 1040A, 1040EZ
    • Where to File Form 1040-ES for 2013
    • Where to File Form 4868 for 2012 Return
  • Tab 4: 2012 Form 1040—Line-By-Line
    • Line-By-Line Quick Reference to 2012 Form 1040
    • Taxable and Nontaxable Income
    • Determining Filing Status
    • Form W-2, Box 12 Codes
    • Filing Status
    • Exemptions
    • Dependents
    • Qualifying Child 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
    • IRS Publications—Individual Tax
    • IRS Forms—Individual Tax
  • Tab 5: Schedule A—Itemized Deductions
    • Limit on 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
    • Schedule C—Principal Business or Professional Activity Codes
    • Quick Guide to Business Entities
    • 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, 2012
    • Meals and Incidental Expenses Per Diem Rates
  • Tab 10: Depreciation
    • Partial Table of Class Lives and Recovery Periods—IRS Publication 946, Appendix B
    • MACRS Optional Tables (Various)
    • Depreciation Rules
    • Special Depreciation Allowance
    • Alternative Minimum Tax Adjustments
    • Alternative Depreciation System
    • Section 179 Deduction
    • Section 179 Recapture
    • Short Tax Year—MACRS
    • General Asset Account (GAA) Depreciation
    • Expensing Policy
    • Allowed or Allowable Depreciation
    • 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
    • Property Contributed to a Partnership or Corporation
    • Amortization
    • Depletion
  • 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: Tax Credits, AMT and Special Taxpayers
    • Tax Credits Summary (2012)
    • 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
    • Health Coverage Tax Credit
    • Residential Energy Tax Credits
    • Retirement Saver's Credit
    • Small Employer Health Insurance Credit
    • Alternative Minimum Tax (AMT)
    • Minimum Tax Credit
    • Household Employers
    • Ministers/Clergy
    • Military Personnel
    • Community Property
    • U.S. Taxpayers Working Abroad
    • Non-U.S. Citizens
    • Oil and Gas Investors
    • EIC—Tips for Preparers
  • Tab 13: Children, Education and Divorce
    • Kiddie Tax
    • Foster Parents
    • Child Employed By Parents
    • Family Loans
    • Custodial Accounts
    • Savings Bonds Interest Exclusion
    • Student Loan Interest Deduction
    • Tuition and Fees Deduction
    • Education Tax Incentives Comparison Chart (2012)
    • Qualified Tuition Programs
    • Education Savings Accounts
    • Scholarships and Fellowships
    • Divorce
  • Tab 14: Retirement
    • 2012 IRA Chart
    • 2012 Employer and Self-Employed Retirement Plan Chart
    • Exceptions to 10% Withdrawal Penalty Before Age 59 1/2
    • Traditional IRAs
    • Deducting Traditional IRA Contributions
    • Roth IRAs
    • Roth IRA Conversions
    • Rollovers and Transfers
    • Withdrawals and Distributions
    • Required Minimum Distributions
    • Lump-Sum 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 (2013)
    • Social Security Quick Chart—Family, Survivor and Disability Benefits (2013)
    • Retirement Benefits
    • Family and Survivor Benefits
    • Disability Benefits
    • Medicare
    • Medigap Insurance
    • Medicaid
    • Supplemental Security Income
  • Tab 15: Reference Materials and Worksheets
    • Where to File: Business Returns Filing Addresses—2012 Returns
    • Principal Business Activity Codes—Forms 1065, 1120 and 1120S
    • Business Quick Facts Data Sheet1
    • Guide to Information Returns
    • Types of Payments—Where to Report
    • S Corporation Shareholder's Adjusted Basis Worksheet
    • Partner's Adjusted Basis Worksheet
    • Tax Info for Partnership, Corporation, LLC and LLP Returns
    • Transferor's Section 351 Statement
    • Tax Info Sheet for Gift Tax Returns
    • Estate Inventory Worksheet
    • Reconciliation of Income Reported on Final Form 1040 and Estate's Fiduciary Return (or Beneficiary's Return)
    • Depreciation Schedule
    • Allocation of Indirect Costs to Ending Inventory Under Section 263A
    • Business Valuation Worksheet
    • Types of Foreign Assets and Whether They are Reportable
  • Tab 16: Partnerships
    • Basics of Partnerships
    • Partnership Income and Expense Chart (Form 1065)
    • Partnership Income and Expenses
    • Basis
    • Built-In Gain or Loss
    • Partnership Distributions
    • Nonrecourse Loans
    • Partnership Example
    • Partner Codes for Schedule K-1, Form 1065
  • Tab 17: Corporations
    • Basics of Corporations
    • Capital Contributions
    • Stock
    • Section 1244 Stock Losses
    • Small Business Stock
    • Distributions
    • Earnings and Profits (E&P)
    • Accumulated Earnings Tax
    • Corporate Income and Expenses
    • Corporate AMT
    • Corporate Miscellaneous
    • Corporation Example
  • Tab 18: S Corporations
    • Basics of S Corporations
    • S Corporation Taxes
    • Reasonable Wages
    • Shareholder's Basis
    • Distributions
    • S Corporation Example
    • S Corporation Shareholder Codes for Schedule K-1, Form 1120S
  • Tab 19: Tax-Exempt Organizations
    • Basics of Tax-Exempt Organizations
    • Form 990 or 990-EZ
    • Contributions to Tax-Exempt Organizations
    • Unrelated Business Income Tax (Form 990-T)
    • Private Foundations
    • Becoming an Exempt Organization
    • Completing Form 990-EZ
    • Comprehensive Example
  • Tab 20: Other Business Entities
    • Limited Liability Company (LLC)
    • LLCs and Entity Classification
    • LLC Creation and Conversions
    • LLCs—Other Considerations
    • Limited Liability Partnership (LLP)
    • Limited Partnership
    • Personal Service Corporation (PSC)
    • Homeowners' Associations
    • Personal Holding Company (PHC)
  • Tab 21: Fiduciary Tax Returns (Form 1041)
    • Fiduciary Return Facts
    • Trust and Estate Terminology
    • Overview of Income Taxation of Trusts and Estates
    • Grantor Trusts—Tax Returns and Reporting Requirements
    • Grantor Trusts
    • Simple Trust—Detailed Example
    • Complex Trust—Detailed Example
    • Form 1041, Schedule K-1 Codes
  • Tab 22: Estate and Gift Tax Returns
    • Death of a Taxpayer
    • Taxable Income in the Year of Death
    • Final Form 1040
    • Gift Tax Return (Form 709)
    • Gift Tax Example
    • Estate Tax Return (Form 706)
    • Generation-Skipping Transfer (GST) Tax
    • Basis in Property
    • Valuing Property
    • Estate—Comprehensive Example
  • Tab 23: Payroll Tax Returns
    • Payroll Tax Deposit Requirements
    • Payroll Tax Payments
    • Withholding Federal Income Tax
    • Withholding Methods and Examples
    • FICA and FUTA Wage Base
    • New Hire Reporting
    • Payroll Tax Reporting
    • Student Employment at Educational Institution
    • Special Compensation
    • Gross-Up Computation
    • Disregarded Entity Employment Taxes
    • Trust Fund Recovery Penalty
    • Other Payroll Tax Issues
  • Tab 24: Deductions, Credits and Books vs. Tax
    • Business Tax Deductions
    • U.S. Production Deduction
    • Tax Credits
    • Selected Energy Tax Incentives for Businesses
    • Net Income per Books vs. Taxable Income
  • Tab 25: What's New
    • Inflation-Adjusted Amounts
    • Expired Tax Provisions
    • Alternative Minimum Tax—Individuals
    • IRS Forms and Reporting
    • Medicare Premiums
    • Foreign Asset Reporting
    • Estate and Gift Tax
    • Tax Return Preparers
    • Tax Provisions That Expired on December 31, 2011
  • Tab 26: Tax Practice Survey
    • Quickfinder 2012 National Tax Practice Survey (9/12)
    • Type of Organization
    • Annual Gross Billings—National and Regions
    • Job Function—National and Regions
    • Credentials
    • Annual Compensation Packages—National and Regions
    • Retirement Plan—National and Regions
    • Fees Charged for Tax Work—National and Regions
    • Average Fee Charged
    • Average Hourly Billing Rates—National and Regions
    • Handling Delinquent Accounts
    • Local Economy
    • National Economy in Next 12 Months—National and Regions
    • Percentage of Permanent Employees—National and Regions
    • Staffing Plans for the Next 12 Months—National and Regions
    • Cost of Office Rent per Sq. Ft. of Space per Year—National and Regions
    • Feedback for the 2013 Survey
  • Index
    • Topical Index