Adjustments to Income Workout
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Certification Warm Up: Drill & Practice
Eric received a Form 1098-E with student loan interest His loan was for a qualified education expenses with an eligible institution. His filing status is Single. Can he claim the deduction?
Yes
No
Is it true that taxpayers may subtract the deductible portion of their self-employment tax from their income?
Yes
No
Joe, age 35, made an excess contribution of $1,500, which he withdrew by the due date of his return. At the same time, he also withdrew the $75 income earned on the $1,500. Does Joe have to pay an additional tax on the on the early distribution?
Yes
No
Score
Correct
Incorrect
Not Answered
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Workout Resources
Publication 4491 Adjustments to Income
Intake/Interview & Quality Review Sheet
Adjustment to Income Job Aids from Publication 4012
Educator Expenses
Case Study 1: Deductible Educator Expenses
Case Study 2: Deductible Educator Expenses
Case Study 3: Determining the Deduction
Self-Employment Tax
Skills Warm Up: Deductible Portion of Self-Employment Tax
Case Study 1: Self-Employed Health Insurance Deduction
Penalties for Early Withdrawal
Case Study 1: Form 1099-INT or Form 1099-OID
Case Study 2: Penalty on Early Withdrawal of Savings
Skills Warm Up: Penalty on Early Withdrawal
Alimony Paid
Case Study 1: Obtaining the Information
Skills Warm Up: Alimony Paid
IRA Contributions
Case Study 1: IRA Contributions
Case Study 2: IRA Compensation Requirement
Case Study 3: IRA Compensation Requirement
Skills Warm Up: IRA Contributions
Skills Warm Up: IRA Deduction
Case Study 4: Excess Contributions
Case Study 5: Employer Retirement Plans
Case Study 6: Employer Retirement Plans
Skills Warm Up: Employer Retirement Plans
Types of Tax-Favored Arrangements
What is an HSA?
HSA Benefits
Individuals Who Qualify for an HSA
High-Deductible Health Plan
High-Deductible Health Plan (HDHP)
Contributions To HSAs
HSA Contributions
HSA Limits on Contributions
HSA Contribution Limits
Rules for Married People
Limit on Contributions
Distributions from an HSA
Distributions for Qualified Medical Expenses
Medical Expenses
Reporting HSA Contributions, Distributions, and Deductions
Form 8889, Health Savings Accounts (HSAs)
Form 8889, Part I
Form 5498-SA
Form 8889, Part II
Unreimbursed Medical Expenses
Form 8889, Part III
Student Loan Interest
Case Study 1: What is the Deduction?
Case Study 2: What is the Deduction?
Skills Warm Up: Deduction Amounts
Case Study 3: Who Can Claim the Deduction?
Case Study 4: Who Can Claim the Deduction?
Skills Warm Up: Student Loan Interest
Case Study 5: Eligible Student
Case Study 6: Determining the Deduction
Case Study 7: Deduction Limits
Skills Warm Up: Deduction Limits
Case Study 8: Student Loan Interest Deduction
Jury Duty Pay
Skills Warm Up: Jury Duty Pay Given to Employer
Other Adjustments to Income
Case Study 1: Adjusted Gross Income
Out of Scope
Out of Scope Situations for VITA/TCE
Skills Workout
Certification Warm Up: Question 1 of 5
Certification Warm Up: Drill & Practice
More Resources and Practice
More Resources and Practice
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Pub 4491,Adjustments to Income
