Tax Specialist Overview

---

Filing Requirements, Filing Status, and Exemptions

• Filing Requirements
• Personal Exemptions and Dependent Exemptions
• Filing Status
  

Sources of Income and Reporting Income on Tax Return, Standard Deductions

• Income-Reporting Forms
• Standard Deduction
  

Nonrefundable and Refundable Credits

• Earned Income Credit
• Child and Dependent Care Credit
• Child Tax Credit and Additional Child Tax Credit
• Education Tax Credits, Retirement Savings Contribution Credit
• First Time Home buyer Credit, Making Work Pay Credit and Economic Recovery Payment
  

Adjustments to Income, Itemized Deductions

• Adjustments to Income
• Itemized Deductions
  

Self Employment

• Self Employment Income
  

Due Diligence

• Due Diligence
  

1040 Form

• 1040 Form Instructions