Individual Track
Master the 1040.Line by line.
13 chapters that walk every line of Form 1040 in plain English. Filing status, dependents, wages, self-employment, credits, deductions, and a full guided practice return. Ends with a 25-question exam and a printable certificate.
Free preview
Read Chapters 1–3 AND try the first practice return (Maria, W-2 employee) right now — no login, no card required.
Chapters
Chapter 1
FREE PREVIEWTax Fundamentals & Filing Status
Foundations of U.S. federal tax law, taxpayer types, filing statuses, dependency tests, and preparer due diligence.
28 min · Foundational
Chapter 2
FREE PREVIEWMastering Form 1040
A line-by-line walkthrough of Form 1040, Schedules 1/2/3, and how W-2 vs 1099 income flows onto the return.
32 min · Foundational
Chapter 3
FREE PREVIEWIncome Types
Every major class of income — wages, unemployment, Social Security, interest, dividends, capital gains, self-employment, and rental.
30 min · Foundational
Chapter 4
Adjustments to Income
Above-the-line deductions: IRA contributions, student-loan interest, educator expenses, HSA, and self-employed adjustments.
22 min · Foundational
Chapter 5
Credits & Deductions
Nonrefundable and refundable credits — CTC, EIC, AOTC, LLC, Saver's Credit — plus Schedule A itemized deductions.
30 min · Foundational
Chapter 6
Schedule C Mastery: Small Business Taxes
Deep dive into self-employment tax, business deductions, depreciation, home office, and entity choice.
32 min · Advanced
Chapter 7
Schedule E: Rental Property Income
Passive vs. active rental income, depreciation and cost recovery, repairs vs. capital improvements, real-estate-professional status.
26 min · Advanced
Chapter 8
1099s, K-1s, and Other Complex Income
Partnership and S-corp K-1s, 1099-NEC, stock options and RSUs, and cryptocurrency (Form 8949).
26 min · Advanced
Chapter 9
Capital Gains, Losses & Investments
Short vs. long-term, wash sales, capital loss limits, mutual funds and ETFs.
22 min · Advanced
Chapter 10
Retirement & Pension Taxation
401(k), IRA, RMDs, 1099-R codes, and Form 5329 penalty exceptions.
26 min · Advanced
Chapter 11
IRS Circular 230 & Preparer Ethics
Ethical obligations, conflicts of interest, fraud prevention, and due diligence penalties.
20 min · Ethics
Chapter 12
Due Diligence & IRS Forms
Forms 8867, 7216, 8862, 2441, and best practices for audit protection.
20 min · Ethics
Chapter 13
Live Practice Returns
Four case studies — W-2 employee, gig worker, rental owner, and investor — walked through step by step.
40 min · Practice
Practice Returns — On the Actual Form 1040
Every practice return uses real Form 1040 line numbers so you learn exactly where each number goes. The first case (Maria, W-2 employee) is free to try — no login.
Practice Return
FREE PREVIEWCase 1 - W-2 Employee (Maria)
Maria is single, age 32, a graphic designer. She has one W-2, contributes to a Traditional IRA, and pays student loan interest. She takes the standard deduction.
Practice Return
Case 2 - Gig Worker (Devon)
Devon is single, self-employed, drives for Uber/Lyft/DoorDash. Uses standard mileage.
Practice Return
Case 3 - Rental Owner (The Chens)
MFJ with W-2 wages $145,000. Own one rental single-family home.
Practice Return
Case 4 - Investor (Priya)
Single, W-2 $180,000. Sold two stock lots and received dividends.