The Fundamentals Basic’s of Schedules BAD!
BY Dr. Cozette M. White-Powell
Understanding some of basic tax forms can sometimes be overwhelming for our tax professionals.
In this presentation you’ll learn:
How to interpret and properly prepare Schedule A - Itemized Deductions; help taxpayers determine if they should itemize or take the standard deduction.
How to interpret and properly prepare Schedule B - Interest & Ordinary Dividends; learn the compliance requirements.
How to interpret and properly prepare Schedule D - Capital Gains & Losses; how to reduce red flags as a result of improperly calculating capital gains and losses.