H&R Block Grad Offers Very Helpful Tax Advice 4U


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SDW1 H&R Block Grad Offers Very Helpful Tax Advice 4U

I am a Graduate of HR Block Basic Building Blocks of Tax Preparation 2007. I have experience with Tax return software HR Block Tax Cut. I've been a Keen Advisor for 6 years. I have studied Tax preparation topics:

Dependents & Personal Exemptions- what's the difference?

How much $$ must you earn to File a Tax Return?

Filing Statuses including Single, Married filing Jointly, Married filing Separately, & Head of Household- Which should you choose?

Is E-Filing Safe? Should I E-File?

How can you get the largest Tax Refund possible?

Should you file a Release of Claim to Exemption for a child of Divorced or Separated Parents?

Do you know the tests for a Qualifying Child or Relative to be a Dependent?

Child Tax Credit- Do you qualify?

Earned Income Tax Credit- Do you qualify? Were you turned down last year?or in the past?

Child Support & Alimony

Custodial Parent, IRS Tie Breaker Rules & Multiple Support Declarations

Can you declare your dependent if you are not the Custodial Parent?

Social Security & Medicare Tax on Unreported Tip Income

Should you Itemize or not?

Should you Itemize Medical Expenses?

Do you need to keep your receipts for all charitable contributions?

IRA Contributions & Distributions- How much can you contribute this year?

Earned & Unearned Income- Should you declare a Gift as Income?

Schedule A -Personal Itemized Deductions

Schedule C -Profit or Loss from Small Biz, Home Office Expenses

Child & Dependent Care Expenses- What can you deduct?

Casualty & Theft Losses

Pensions & Annuities

Student Loan Interest Deduction

Education Tax Credits- Hope & Lifetime Learning Credits- Am I eligible?

W-2's, 1099's & Substitutes

How long should you keep your tax returns in case of IRS Audit?

Health Savings Accounts- HSA Do you need one?

Are you a Statutory Employee or an Independent Contractor? what's the difference?

What are some of the red flags for IRS Auditors? how do you minimize your risk of being audited?

Do you know the most common tax mistakes?

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10/11/2008	Jeanne226		Immediately upon starting the call, I asked if he was familiar with converting a SIMPLE IRA to a ROTH IRA, saying that I was using TURBOTAX for 2007's Form 1040. After speaking for a while, he finally said he has not filled out forms for doing this and that I could look for forms at the IRS web site. I would prefer when asking for help that I be informed up front that the person does not know how to do what's requested, instead of having the person chat, then be charged for a longer amount of time, without the problem being resolved.

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