Introduction 1 Part 1: Getting Ready to File 5 Chapter 1: Understanding the U S Tax System 7 Chapter 2: Tax Return Preparation Options and Tools 19 Chapter 3: Getting and Staying Organized 31 Chapter 4: What Kind of Taxpayer Are You? 43 Part 2: Tackling the Main Forms 69 Chapter 5: All The Form 1040s: Income Stuff 71 Chapter 6: Form 1040, Schedule 1, Part I: Additional Income 111 Chapter 7: Form 1040, Schedule 1, Part II: Adjustments to Income Stuff 129 Chapter 8: Form 1040, Schedule 2: Additional Taxes 157 Chapter 9: Form 1040, Schedule 3: Adding Up Your Credits and Payments 171 Chapter 10: Finishing Up the 1040 183 Part 3: Filling Out Schedules and Other Forms 201 Chapter 11: Itemized Deductions: Schedule A 203 Chapter 12: Interest and Dividend Income: Schedule B 241 Chapter 13: Business Tax Schedules: C and F 261 Chapter 14: Capital Gains and Losses: Schedule D and Form 8949 305 Chapter 15: Supplemental Income and Loss: Schedule E 337 Chapter 16: Giving Credits Where Credits Are Due 355 Chapter 17: Other Schedules and Forms to File 371 Part 4: Audits and Errors: Dealing with the IRS 391 Chapter 18: Dreaded Envelopes: IRS Notices, Assessments, and Audits 393 Chapter 19: Fixing Mistakes the IRS Makes 415 Chapter 20: Fixing Your Own Mistakes 433 Part 5: Year-Round Tax Planning 459 Chapter 21: Tax-Wise Personal Finance Decisions 461 Chapter 22: Trimming Taxes with Retirement Accounts 471 Chapter 23: Small-Business Tax Planning 493 Chapter 24: Your Investments and Taxes 511 Chapter 25: Real Estate and Taxes 527 Chapter 26: Children and Taxes 545 Chapter 27: Estate Planning 559 Part 6: The Part of Tens 571 Chapter 28: Ten Tips for Reducing Your Chances of Being Audited 573 Chapter 29: Ten Overlooked Opportunities to Trim Your Taxes 579 Chapter 30: Ten Interview Questions for Tax Advisors 585 Index 591.
Taxes for Dummies, 2026 Edition