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1040 Quickfinder Handbook

Product Information

  • The 2018 tax year editions will be available in December 2018. Pre-order your edition today.

  • Brand:
    Quickfinder

Format

Price

Quantity

$55.00
$58.00
eBook - ProView
Product Code:
Q40V2019
$51.00

Tax Cuts and Jobs Act (TCJA) Coverage Includes:

  • New Rules for Deductions and Exemptions. Provides what you need to comply with the Form 1040 and Schedule A changes for exemptions and standard and itemized deductions, including mortgage interest and state and local tax deduction limits.
  • QBI Deduction. Leads you through the complex calculations required to maximize the Section 199A deduction for Qualified Business Income (QBI), including applying the multiple limitations for different types of businesses.
  • Family Tax Considerations. Explains the Kiddie Tax changes, enhanced child tax credit, and increased limits for contributions to ABLE accounts.

Your trusted 1040 tax book for quick reference tax answers

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.

The 1040 book depended on by tax and accounting professionals

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 800-510-8997.

  • 1040 Quickfinder Handbook 2017
    • 1040 Quickfinder Handbook
    • Tab 1 2017 Tax Table and EIC Table
    • Tab 2 2017 States Quick Reference
    • Tab 3 Quick Facts, Worksheets, Where to File
    • Tab 4 2017 Form 1040—Line-By-Line
      • Filing Status
      • Exemptions
      • Dependents
      • Children of Divorced or Separated Parents
      • Income
      • Adjustments to Income
      • Taxes and Credits
      • Other Taxes
      • Payments
      • Refund/Amount Owed
      • Signatures and Designees
    • Tab 5 Schedule A—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
    • Tab 5B Schedule B—Interest and Dividends
      • 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—Profit/Loss From Business
      • Health Care Costs
      • 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
      • Schedule D/Form 8949—General Rules
      • Stocks and Other Securities
      • Mutual Funds
      • Employee Stock Options
      • Bad Debts
      • Sales of Business Property
      • Installment Sales
      • Home Ownership
      • Sale of Residence
      • Residence Gain Exclusion
      • Excluding Gain When Home Used for Business or Rental
      • 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
    • Tab 9 Form 2106, Travel, Meals and Entertainment
      • Meals and Entertainment
      • Travel
        • Trips Home on Non-Workdays
      • Substantiation Requirements
        • Special Rules
      • Per Diem Rates
    • Tab 10 Depreciation
      • Depreciation Rules
      • Special (Bonus) Depreciation
      • Alternative Minimum Tax Adjustments
      • Alternative Depreciation System
      • Section 179 Deduction
      • Section 179 Recapture
      • Change of Use of MACRS Property
      • MACRS Depreciation Tables
    • Tab 11 Autos and Listed Property
      • Deducting Vehicle Expenses
      • Depreciating Vehicles
        • Depreciation Limits for Passenger Autos
        • Calculating Vehicle Depreciation
      • Depreciation Recapture
      • Basis—Autos
      • Credits for Plug-In Vehicles
      • Commuting Expenses
      • Listed Property
      • Leased Vehicles
    • Tab 12 Credits, AMT, NIIT and Special Taxpayers
      • Adoption Credit or Benefit Exclusion
        • Qualifying Child
      • Child and Dependent Care Credit
      • Child Tax Credit
        • General Rules
      • Earned Income Credit
      • Education Tax Credits
        • Qualified Expenses
      • First-Time Homebuyer Credit
      • Premium Tax Credit
      • Residential Energy Tax Credits
      • Retirement Saver’s Credit
      • Small Employer Health Insurance Credit
      • Alternative Minimum Tax (AMT)
        • Minimum Tax Credit
      • 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
      • Custodial Accounts
      • Savings Bonds Interest Exclusion
      • Student Loan Interest Deduction
      • Tuition and Fees Deduction
      • Qualified Tuition Programs
      • Education Savings Accounts
      • Scholarships and Fellowships
      • Divorce
    • Tab 14 Retirement
      • Traditional IRAs
      • Deducting Traditional IRA Contributions
      • Roth IRAs
      • Roth IRA Conversions
      • Rollovers and Transfers
      • Withdrawals and Distributions
        • Understanding Form 1099-R
      • Required Minimum Distributions
      • Reporting Penalty Taxes
      • IRAs at Death
      • Simplified Employee Pensions (SEPs)
      • SIMPLE IRA Plans
      • Qualified Retirement Plans
      • Losses From IRAs and Pensions
      • Annuity Distributions
    • Tab 14B Social Security
      • Social Security Benefits
      • Retirement Benefits
      • Disability Benefits
      • Medicare
        • Medicare Drug Plans (Part D)
      • Medigap Insurance
      • Medicaid
      • Supplemental Security Income
    • Tab 15 Estate Planning
      • Quick Facts on Estate Planning
      • Filing Income Tax Returns for Decedent (Form 1040)
        • Signing Forms
      • Estate Distributions and Schedule K-1 (Form 1041)
      • Probate
      • Basis of Inherited Property
      • Joint Ownership
      • Wills
      • Planning for Illness/Disability
      • Estate and Gift Tax
      • Gifts and Gift Tax Returns
      • Charitable Gifts and Bequests
      • Life Insurance
      • Trusts
    • Tab 15B Financial Planning
      • Basics of Financial Planning
      • Investment Planning
      • Mutual Funds
      • Home Mortgages
      • Retirement Planning
      • Insurance Planning
      • Life Insurance
      • Types of Life Insurance Policies
      • Annuities
      • Disability Insurance
      • Long-Term Care Insurance
    • Tab 16 IRS, Penalties, Audits
      • IRS General Information
      • Options for Taxpayers Unable to Pay Tax Due
      • Avoiding IRS Penalties and Interest
      • Underpayment/Estimated Tax Penalty
      • Electronic Filing
      • Extension of Time to File
      • Amended Returns
      • Return Preparers and Representatives
      • Audits and Examinations
      • Collections
      • Offers in Compromise
      • Innocent Spouse Relief
    • Tab 17 What’s New
      • Tax Legislation
      • Identity Theft—Safeguarding Client Information
      • Responding to a Security Breach of Client Data
    • Tab 18 IRS Circular 230
      • Paragraph 1
      • Subpart A—Rules Governing Authority to Practice
      • Subpart B—Duties and Restrictions Relating to Practice Before the Internal Revenue Service
      • Subpart C—Sanctions for Violation of the Regulations
      • Subpart D—Rules Applicable to Disciplinary Proceedings
      • Subpart E—General Provisions
    • Back Cover
  • 1040 Quickfinder Handbook ProView Preview View
  • Sample Pages View
  • 1040 Quickfinder Handbook ProView Preview View
  • Thomson Reuters Proview Brochure View

DESCRIPTION

Tax Cuts and Jobs Act (TCJA) Coverage Includes:

  • New Rules for Deductions and Exemptions. Provides what you need to comply with the Form 1040 and Schedule A changes for exemptions and standard and itemized deductions, including mortgage interest and state and local tax deduction limits.
  • QBI Deduction. Leads you through the complex calculations required to maximize the Section 199A deduction for Qualified Business Income (QBI), including applying the multiple limitations for different types of businesses.
  • Family Tax Considerations. Explains the Kiddie Tax changes, enhanced child tax credit, and increased limits for contributions to ABLE accounts.

Your trusted 1040 tax book for quick reference tax answers

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.

The 1040 book depended on by tax and accounting professionals

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 800-510-8997.

TABLE OF CONTENT

  • 1040 Quickfinder Handbook 2017
    • 1040 Quickfinder Handbook
    • Tab 1 2017 Tax Table and EIC Table
    • Tab 2 2017 States Quick Reference
    • Tab 3 Quick Facts, Worksheets, Where to File
    • Tab 4 2017 Form 1040—Line-By-Line
      • Filing Status
      • Exemptions
      • Dependents
      • Children of Divorced or Separated Parents
      • Income
      • Adjustments to Income
      • Taxes and Credits
      • Other Taxes
      • Payments
      • Refund/Amount Owed
      • Signatures and Designees
    • Tab 5 Schedule A—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
    • Tab 5B Schedule B—Interest and Dividends
      • 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—Profit/Loss From Business
      • Health Care Costs
      • 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
      • Schedule D/Form 8949—General Rules
      • Stocks and Other Securities
      • Mutual Funds
      • Employee Stock Options
      • Bad Debts
      • Sales of Business Property
      • Installment Sales
      • Home Ownership
      • Sale of Residence
      • Residence Gain Exclusion
      • Excluding Gain When Home Used for Business or Rental
      • 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
    • Tab 9 Form 2106, Travel, Meals and Entertainment
      • Meals and Entertainment
      • Travel
        • Trips Home on Non-Workdays
      • Substantiation Requirements
        • Special Rules
      • Per Diem Rates
    • Tab 10 Depreciation
      • Depreciation Rules
      • Special (Bonus) Depreciation
      • Alternative Minimum Tax Adjustments
      • Alternative Depreciation System
      • Section 179 Deduction
      • Section 179 Recapture
      • Change of Use of MACRS Property
      • MACRS Depreciation Tables
    • Tab 11 Autos and Listed Property
      • Deducting Vehicle Expenses
      • Depreciating Vehicles
        • Depreciation Limits for Passenger Autos
        • Calculating Vehicle Depreciation
      • Depreciation Recapture
      • Basis—Autos
      • Credits for Plug-In Vehicles
      • Commuting Expenses
      • Listed Property
      • Leased Vehicles
    • Tab 12 Credits, AMT, NIIT and Special Taxpayers
      • Adoption Credit or Benefit Exclusion
        • Qualifying Child
      • Child and Dependent Care Credit
      • Child Tax Credit
        • General Rules
      • Earned Income Credit
      • Education Tax Credits
        • Qualified Expenses
      • First-Time Homebuyer Credit
      • Premium Tax Credit
      • Residential Energy Tax Credits
      • Retirement Saver’s Credit
      • Small Employer Health Insurance Credit
      • Alternative Minimum Tax (AMT)
        • Minimum Tax Credit
      • 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
      • Custodial Accounts
      • Savings Bonds Interest Exclusion
      • Student Loan Interest Deduction
      • Tuition and Fees Deduction
      • Qualified Tuition Programs
      • Education Savings Accounts
      • Scholarships and Fellowships
      • Divorce
    • Tab 14 Retirement
      • Traditional IRAs
      • Deducting Traditional IRA Contributions
      • Roth IRAs
      • Roth IRA Conversions
      • Rollovers and Transfers
      • Withdrawals and Distributions
        • Understanding Form 1099-R
      • Required Minimum Distributions
      • Reporting Penalty Taxes
      • IRAs at Death
      • Simplified Employee Pensions (SEPs)
      • SIMPLE IRA Plans
      • Qualified Retirement Plans
      • Losses From IRAs and Pensions
      • Annuity Distributions
    • Tab 14B Social Security
      • Social Security Benefits
      • Retirement Benefits
      • Disability Benefits
      • Medicare
        • Medicare Drug Plans (Part D)
      • Medigap Insurance
      • Medicaid
      • Supplemental Security Income
    • Tab 15 Estate Planning
      • Quick Facts on Estate Planning
      • Filing Income Tax Returns for Decedent (Form 1040)
        • Signing Forms
      • Estate Distributions and Schedule K-1 (Form 1041)
      • Probate
      • Basis of Inherited Property
      • Joint Ownership
      • Wills
      • Planning for Illness/Disability
      • Estate and Gift Tax
      • Gifts and Gift Tax Returns
      • Charitable Gifts and Bequests
      • Life Insurance
      • Trusts
    • Tab 15B Financial Planning
      • Basics of Financial Planning
      • Investment Planning
      • Mutual Funds
      • Home Mortgages
      • Retirement Planning
      • Insurance Planning
      • Life Insurance
      • Types of Life Insurance Policies
      • Annuities
      • Disability Insurance
      • Long-Term Care Insurance
    • Tab 16 IRS, Penalties, Audits
      • IRS General Information
      • Options for Taxpayers Unable to Pay Tax Due
      • Avoiding IRS Penalties and Interest
      • Underpayment/Estimated Tax Penalty
      • Electronic Filing
      • Extension of Time to File
      • Amended Returns
      • Return Preparers and Representatives
      • Audits and Examinations
      • Collections
      • Offers in Compromise
      • Innocent Spouse Relief
    • Tab 17 What’s New
      • Tax Legislation
      • Identity Theft—Safeguarding Client Information
      • Responding to a Security Breach of Client Data
    • Tab 18 IRS Circular 230
      • Paragraph 1
      • Subpart A—Rules Governing Authority to Practice
      • Subpart B—Duties and Restrictions Relating to Practice Before the Internal Revenue Service
      • Subpart C—Sanctions for Violation of the Regulations
      • Subpart D—Rules Applicable to Disciplinary Proceedings
      • Subpart E—General Provisions
    • Back Cover

RELATED RESOURCES

  • Sample Pages View
  • 1040 Quickfinder Handbook ProView Preview View
  • Thomson Reuters Proview Brochure View
  • 1040 Quickfinder Handbook ProView Preview View