Knowledge Activities

1099-R Examples.pdf

• Answers for 1099-R Examples.pdf

Real Life Tax Challenges.pdf

• • Answers to Real Life Tax Challenges.pdf

Medicaid Waiver Payment – Lufton.pdf

• Answers to Medicaid Waiver Payment – Lufton.pdf

Quiz Custodial vs Noncustodial Parent.pdf

• Answer - Quiz Custodial vs Noncustodial parent.pdf

Optional Exercises

Evans Bryant.pdf

Comprehensive Exercise that covers many but not all of the core subjects required to pass the IRS Advance Exam

Education Credits – Varisian.pdf

Medicaid Waiver Payment W-2 and Annuity.pdf

Social Security Lump Sum Exercise-Newell.pdf

Uber Driver – Jackson.pdf

Sample Forms

RRB-1099 and RRB-1099-R.pdf

Schedule K1.pdf

Note: You can also create your own forms using the Forms Generator in the Colorado Resource Tool (Bogart) ~ last item in the tool.