Intermediate Tax Oversimplifications
66 videos • 2,235 views • by The Tax Geek
1
Can I Itemize Deductions?
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2
Truths about home ownership and taxes
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3
What is Adjusted Gross Income? (and why is it important?)
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4
401(k) Plans and How They Work
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5
Traditional or Roth?
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6
IRA 101: Traditional IRA Distributions
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7
IRA 101: Rollovers
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8
The American Opportunity Credit (or the saga of Robert and Laura)
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9
Do you Qualify for a Lifetime Learning Credit?
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10
Why is Cancellation of Debt Taxable?
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11
Insolvency: What it is and how it's calculated
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12
A guide to Roth IRAs
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13
Get a Double Tax Benefit for Retirement Savings with the "Saver's Credit."
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14
Taxes for Landlords, Part 1: What is Rental Income?
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15
Taxes for Landlords, part 2: Rental Expenses
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16
Where did my tax refund go?
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17
Taxes for Landlords 4: Putting it all together on a Schedule E.
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18
5 Medical Deductions (you didn't know you could take)
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19
Health Savings Accounts (and how they work).
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20
What is a Capital Gain? (and how are they taxed?)
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21
Affordable Care Act: Marketplace insurance and the Premium Tax Credit
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22
Is it a hobby, or a business?
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23
Early Retirement Distribution Penalties (and how to avoid them.)
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24
Dividends, Ordinary and Qualified
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25
Do you qualify for the Federal Plug-in Motor vehicle Credit?
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26
I owe, but I can't pay. What now?
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27
What is basis? And How is it Calculated?
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28
Capital Gains - Putting it all Together on a Schedule D
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29
What is an LLC?
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30
Capital Losses and how they affect your taxes.
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31
All about SALT - Deducting State and Local Taxes on a Schedule A
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32
Why is my state tax refund taxable?
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33
Deducting Charitable Contributions
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34
What is a Required Minimum Distribution?
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35
How to interpret a brokerage statement (and put the information from it on your tax return)
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36
Depreciation 101: What is MACRS?
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37
What happens when a spouse inherits an IRA?
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38
Is My Pension Taxable?
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39
Claiming Expenses for Business Use of the Home Using the Simplified Method
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40
Business Use of the Home: Claiming Actual Expenses
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41
What happens when you sell a business-use asset?
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42
What are "Wash Sales?"
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43
Gambling Winnings (and losses!)
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44
Did the IRS take YOUR refund to satisfy your SPOUSE'S debt? (The Injured Spouse Allocation)
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45
The Clean Vehicle Credit (for 2023 and forward)
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46
Making Estimated Payments (or not!)
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47
The Adoption Credit
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48
The Qualifying Surviving Spouse Filing Status
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49
The Student Loan Interest Deduction
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50
The Net Investment Income Tax
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51
The Residential Clean Energy Credit
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52
The Energy Efficient Home Improvement Credit
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53
Claiming the Clean Vehicle Credit Using Form 8936
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54
What's new and what's changed for 2023
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55
The Additional Medicare Tax
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56
Royalties: What they are and how they are reported and taxed.
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57
Saving for college the tax free way with a 529 plan.
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58
How SECURE 2.0 can affect your retirement planning
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59
Tips on Taxes on Tips
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60
Deducting Business Meal Expenses
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61
Railroad retirement basics
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62
"Backdoor" Roths and how they work
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63
What is your "Tax Home?"
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64
Business Travel Basics
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65
Qualified Business Income Deduction (for dummies!)
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66
How a Health Savings Account can "hack" your retirement.
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