01
Form 1040 Individual Income Tax Preparation: A Professional Practitioner's Guide
The central individual-return manual — the hub volume connecting the specialty guides.
About this title
The central individual-return practitioner manual: intake, filing status, dependents, income, adjustments, deductions, credits, investment activity, business and rental flow-through items, foreign reporting issues, review procedures, documentation, and tax-office quality control. Designed as the hub volume connecting the specialty guides.
What it covers
- Intake, filing status, and dependents
- Income, adjustments, deductions, and credits
- Investment activity and flow-through items
- Foreign reporting issues
- Review procedures and documentation
- Tax-office quality control
Preparers also use
05
Schedule C Sole Proprietor Tax Preparation: A Professional Practitioner's Guide
Sole proprietors and single-member businesses, documented and defensible.
06
Schedule E Rental Property Tax Preparation: A Professional Practitioner's Guide
Rental activity on Schedule E, from income to disposition.
09
Capital Gains, Forms 8949 & 4797: A Professional Practitioner's Guide
Securities and property dispositions, reconciled and reviewed.
11
FBAR Compliance: A Professional Practitioner's Guide
Foreign account reporting: screening, aggregation, filing, controls.
10
Retirement Plans for Small Business Owners & Self-Employed Taxpayers: A Professional Practitioner's Guide
IRAs through solo 401(k)s — with Form 8881 built in.
More in Core Returns
02
Form 1065 Partnership Tax Preparation: A Professional Practitioner's Guide
Partnership and multi-member LLC returns, start to K-1.
03
Form 1120 Corporate Tax Preparation: A Professional Practitioner's Guide
C-corporation returns from intake through filing.
04
Form 1120-S S Corporation Tax Preparation: A Professional Practitioner's Guide
S-corporation preparation where preparer errors actually happen: basis, distributions, compensation.