Sunday, February 6, 2011

MY working list -- Gross Income & Adjustment (Feb-5-2011, 73 days left)

I am struggling for the best way to present tax rules as clear as possible about one week. Finally, I divide the tax issues into 3 categories: Gross income & Adjustments, itemized deductions, tax credits. OK, I am going to list out detailed items for each categories and try to go through each of them in the future.

Salaries and wages

Employee Compensation

Miscellaneous Compensation

Advance commissions and other earnings

Allowances and reimbursements

Back pay awards

Bonuses and awards

Differential wage payments

Government cost-of-living allowances

Nonqualified deferred compensation plans

Note received for services

Severance pay

Sick pay

Social security and Medicare taxes paid by employer

Stock appreciation rights

Fringe Benefits

General

Accident or Health Plan

Long-term care coverage

Health Savings Accounts (HSAs)

Medical Savings Accounts (MSAs)

Archer MSAs

Medicare Advantage MSAs

Flexible Spending Arrangements (FSAs)

Health Reimbursement Arrangements (HRAs)

Adoption Assistance

Athletic Facilities

De Minimis (Minimal) Benefits

Employee Discount

Financial Counseling Fees

Educational Assistance

Group-Term Life Insurance

Retirement Planning Services

Meals and Lodging

Moving Expense Reimbursement

No-Additional-Cost Services

Transportation

Retirement Plan Contributions

Stock Options

Restricted Property

Special Rules for Certain Employees

Clergy

Member of Religious Orders

Foreign Employer

Military

Volunteers

Sickness and Injury Benefits

Disability Pensions

Long-Term Care Insurance Contracts

Workers' Compensation

Other Sickness and Injury Benefits

Foreign Income


Tips

General

Allocated Tips


Interest Income

General

Taxable Interest

U.S. Savings Bonds

Education Savings Bond Program

U.S. Treasury Bills, Notes and Bonds

Bonds sold between interest dates

State or local government Obligations

Original Issue Discount (OID)


Dividends and other Distributions

General

Ordinary Dividends

Capital gain distributions

Nondividend distributions

Other distributions you may receive from a corporation or a mutual fund


Rental Income and Expenses

General

Rent Income

Rent Expense

Renting part of Property

Property Changed to Rental Use

Not Rented for Profit

Personal Use of dwelling unit (including vacation home)

Depreciation

Limits on rental losses


Retirement Plans, Pensions and annuities

General

Taxation of Periodic Payments

Taxation of Nonperiodic Payment

Rollovers

Special Additional Taxes

Tax on Early Distributions

Tax on Excess Accumulation


Other Income

Bartering

Canceled debts

Sales parties at which you are the host or hostess

Life insurance proceeds

Partnership income

S Corporation income

Recoveries (including state income tax refunds)

Rents from personal property

Repayments

Royalties

Unemployment benefits

Welfare and other public assistance benefits


PSQ


Source: http://www.irs.gov

No comments:

Post a Comment