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UNDERSTANDING TAX PREPARATION FEES & EARLY BIRD SPEACIALS

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 Basic filers

W-2 Income 

 Unemployment income

 Retirement income

 Child Tax Credits

 Earned Income Credits

 Dependents

 Current students

 Student loan interest

 Prior year import

 ProTips

 Deduction Maximizer

What qualifies as a Standard 1040 return?

If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit, or student loan interest), you can file for free yourself with World Class Free Edition, or you can file with World Class Live Assisted Silver at the listed price. Roughly 37% of taxpayers are eligible.
 

Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):

  • W-2 income

  • Interest, dividends, or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B

  • IRS standard deduction

  • Earned Income Tax Credit (EITC)

  • Child Tax Credit (CTC)

  • Student loan interest deduction

  • Taxable qualified retirement plan distributions

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 Deluxe filers + Basic

 Dependents

 Current students

 Student loan interest

 Itemized deductions

 Adoption credits

 Child & dependents care

 Mortgage interest

 Real estate taxes

 Health Savings Account (HSA)

 Prior year import

 ProTips

 Deduction Maximizer

What qualifies as add-ons to the 1040 return?

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Examples of situations not included in a simple Form 1040 return:

  • Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest, and state and local tax deductions

  • Unemployment income reported on a 1099-G

  • Business or 1099-NEC income (often reported by those who are self-employed, gig workers, or freelancers)

  • Stock sales (including crypto investments)

  • Income from rental property or property sales

  • Credits, deductions, and income reported on other forms or schedules 

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 Premium filers + Deluxe

 Stock, gains and losses

 Other investments

 Sale of home

 Rental property income

 Royalty & Schedule K-1 income

 Foreign bank & financial accounts

 Freelance income, including 1099-NEC

 Business & farm income

 Calculate depreciation

 Year-round planning resources

What is Schedule C: Profit or Loss from Business (Form 1040)?

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IRS Schedule C, Profit or Loss from Business, is a tax form you file with your Form 1040 to report income and expenses for your business. The resulting profit or loss is typically considered self-employment income.

Usually, if you fill out Schedule C you'll also have to fill out Schedule SE, "Self-Employment Tax." You'll use this form to calculate your Social Security and Medicare tax based on your self-employment income and report it on Form 1040, Schedule 2 Part II, Other Taxes.

  • Schedule C is used to report income and expenses from a business you own as a sole proprietor or single-member LLC.

  • If you are self-employed or receive 1099-NEC Forms, you'll likely need to use Schedule C to report income and expenses for your trade or business.

  • To be deductible on Schedule C, expenses must be both ordinary and necessary for your business.

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