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    • Services
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    • Decision Trees
  • Services
  • Payments
  • Contact
  • Tax Organizers
  • Decision Trees

Decision Trees

FILING

What is My Filing Status (pdf)Download
Am I Eligible to Claim Head of Household (pdf)Download
Who is a Qualifying Person for Head of Household Purposes (pdf)Download

ENERGY CREDITS

Can I Claim Energy Efficient Home Improvement Credits (pdf)Download
Can I Claim a Credit for Installing an Electric Vehicle Charger (pdf)Download
Can I Claim a Credit for Buying a Used Clean Vehicle (pdf)Download

MISC

Am I Eligible to Contribute to an HSA (pdf)Download
Does Your Home Sale Qualify for the Exclusion of Gain (pdf)Download
Are My Business Meal Expenses Deductible (pdf)Download
Which Business Meals Are Deductible (pdf)Download
How Long Should I Retain IRS Records (pdf)Download
Get Familiar with Form 1099-MISC (pdf)Download
Which 1099 Form Should I Use (pdf)Download

EXPATS

Can I Claim the Foreign Earned Income Exclusion (pdf)Download

FOREIGN NATIONALS

Can I Apply for An ITIN (pdf)Download
Am I a U.S. Tax Resident (pdf)Download

CHILDREN

Is My Child Subject to Kiddie Tax (pdf)Download
Is Your Child Required to File a Tax Return (pdf)Download

DEPENDENTS

Does My Child Qualify as My Dependent (pdf)Download
Can a Taxpayer Claim a Relative as a Dependent (pdf)Download

SHORT-TERM RENTALS

Is the Short-term Rental of My Home Taxable (pdf)Download
Do the Vacation Home Rules Apply to My Short-term Rental (pdf)Download
Is My Short-term Rental a Passive or Nonpassive Activity (pdf)Download
Am I a Real Estate Professional (pdf)Download
Did You Materially Participate in an Activity (pdf)Download

PRE-2020

Get Familiar With Form 1099-MISC (pdf)Download
How Do I Know If I'm Required to File Form 1099-MISC (pdf)Download
Which 1099 Form Should I Use (pdf)Download
Am I Required to File Form 1099-MISC (pdf)Download

PRE-2018

Are My Business Meals and Entertainment Expenses Deductible (pdf)Download
Can I Deduct Moving Expenses (pdf)Download

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