NUMBERTYPETITLELINK FOR DOWNLOADLAST UPDATE
0.01HandoutWelcome Letterhttps://money101education.com/wp-content/uploads/2025/02/0.01-WELCOME-to-Money-101-Education-compressed.pdf2/9/2025
0.06HandoutSix Steps to Building Financial Wealthhttps://money101education.com/wp-content/uploads/2024/07/0.06-Steps-to-building-wealth-and-an-enjoyable-retirement.pdf7/3/2024
0.10HandoutMeet Maria Consuelahttps://money101education.com/wp-content/uploads/2024/07/0.10-Meet-Maria-Consuela-who-needs-your-help-improving-her-finances.pdf2/1/2024
1.10HandoutHow to Read and Understand a W-2 Formhttps://money101education.com/wp-content/uploads/2025/02/1.10-How-To-Read-And-Understand-Form-W2-1.pdf2-21-2025
1.11bHandoutAnalysis of Maria’s earnings https://money101education.com/wp-content/uploads/2025/02/1.11b-Analysis-of-Marias-W-2-earnings-and-calculation-of-her-net-pay.pdf2-15-2025
1.11cHandoutMaria’s W-2https://money101education.com/wp-content/uploads/2025/02/1.11c-W-2-Maria-Consuela-2024.png2024
1.12aEXERCISECan you Calculate Maria’s Gross Earnings from her W-2https://money101education.com/wp-content/uploads/2025/02/1.12-Can-you-calculate-Marias-GROSS-earnings-from-the-W-2.pdf2-20-2024
1.28HandoutQuestions to Ask your Employer about your retirement planhttps://money101education.com/wp-content/uploads/2025/02/1.28-Questions-to-ask-your-employer-about-your-retirement-plan-.pdf1-25-2024
6.02HandoutForms and Information to gather to prepare your 1040 tax returnhttps://money101education.com/wp-content/uploads/2025/02/6.02-Forms-information-needed-for-your-tax-preparer-of-a-1040-Individual-Income-Tax-Return-.pdf2/25/2025
6.10HandoutQuestions to Ask when Interviewing an Accountanthttps://money101education.com/wp-content/uploads/2024/11/6.10-Questions-to-ask-when-interviewing-an-accountant-.pdf11/3/2024
6.31ExerciseCalculate Maria’s 1040 Schedule Chttps://money101education.com/wp-content/uploads/2025/02/6.31-EXERCISE-Calculate-Marias-Schedule-C-to-report-business-income-and-Expenses-tax-return-business-related-schedules-1.pdf2/25/2025
6.32HandoutUnderstanding IRS form 8829 – Business Use of Your Homehttps://money101education.com/wp-content/uploads/2025/01/6.32-Understanding-Schedule-8829-Business-Use-of-Your-Home-1.pdf1/23/2025
6.33ExerciseCalculate Maria’s 1040 Schedule 8829 Home Office Deductionhttps://money101education.com/wp-content/uploads/2025/01/6.33-EXERCISE-Calculate-Marias-Home-Office-Deduction-Form-8829.docx1/23/2025
6.34HandoutUnderstanding Self-Employment Taxhttps://money101education.com/wp-content/uploads/2024/11/6.34-Understanding-Self-Employment-Tax.pdf3/1/2024
6.35aExerciseCalculate Maria and Sally’s Self-Employment Tax on IRS form SEhttps://money101education.com/wp-content/uploads/2024/11/6.35-EXERCISE-Calculate-Maria-and-Sallys-Self-Employment-Tax-Using-form-SE-tax.docx11/3/2024
6.36aHandout with ExerciseUnderstanding the Qualified Business Income Credit (QBI)https://money101education.com/wp-content/uploads/2025/03/6.36a-Understanding-the-Qualified-Business-Income-deduction-QBI-03042005.pdf3/4/2025
6.41HandoutUnderstanding the Difference between Marginal and Effective Tax rateshttps://money101education.com/wp-content/uploads/2025/02/6.41-Marginal-vs.-Effective-Tax-Rate-with-2024-tax-tables.pdf2/23/2025
6.42ExerciseCalculate Gwen’s Marginal and Effective Tax Rate
6.61HandoutTaxpayer Advocatehttps://money101education.com/wp-content/uploads/2025/02/6.61-Taxpayer-Advocate.pdf11/5/2024
6.81SampleW-2 for Olivia Parkerhttps://money101education.com/wp-content/uploads/2025/02/6.81-W-2-for-Olivia-Parker.png2022 form
6.82SampleW-2 for Seymour Parkerhttps://money101education.com/wp-content/uploads/2025/02/6.82-W-2-for-Seymour-Parker.jpg2022 form
6.83Sample1099 for Olivia Parker https://money101education.com/wp-content/uploads/2025/02/6.83-1099-for-Olivia-Parker-from-Goldman-Sachs-Bank.png2022 form
6.84Sample1099 For Seymour Parkerhttps://money101education.com/wp-content/uploads/2025/02/6.84-1099-for-Seymour-Walker-from-Lincoln-Bank.png2022 form
6.91AssignmentAssignment #1 – Taxation Segmenthttps://money101education.com/wp-content/uploads/2025/02/6.91a-Tax-Segment-Assignment-1-.docx2/19/2025
6.92AssignmentAssignment #2 – Taxation Segmenthttps://money101education.com/wp-content/uploads/2025/02/6.92a-Tax-Segment-Assignment-2.pdf2/25/2025
6.93AssignmentAssignment #3 – Taxation Segmenthttps://money101education.com/wp-content/uploads/2025/03/6.93a-Tax-Segment-Assignment-3-03102025.pdf3/10/2025
6.94AssignmentAssignment #4 – Taxation Segmenthttps://money101education.com/wp-content/uploads/2024/12/6.94a-Tax-Segment-Assignment-4.pdf12/2/2024
8.25EXERCISEShould Maria delay taking social security?https://money101education.com/wp-content/uploads/2025/02/8.25a-EXERCISE-Should-Maria-delay-collecting-Social-Secuirty.pdf11/3/2024
IRSInstructions1040 US Individual Tax Return Instruction Booklethttps://money101education.com/wp-content/uploads/2025/02/IRS-2024-Form-1040-Instruction-Booklet-DO-NOT-PRINT-113-pages.pdf2024
IRSForm1040 US individual Tax returnhttps://money101education.com/wp-content/uploads/2024/12/IRS-2024-Form-1040-page-1-2.pdf2024
IRSFormSchedule 1 Additional Income & Adjustmentshttps://money101education.com/wp-content/uploads/2024/12/IRS-2024-Schedule-1-Additional-Income-and-Adjustments-attach-to-form-1040.pdf2024
IRS FormSchedule 2 Additional Taxeshttps://money101education.com/wp-content/uploads/2024/12/IRS-2024-Schedule-2-Additioanl-Taxes-attach-to-form-1040-DRAFT.pdf2024 DRAFT
IRSFormSchedule 8812 Credits for Qualifying Childrenhttps://money101education.com/wp-content/uploads/2024/12/IRS-2024-Schedule-8812-Credits-for-Qualifying-Children-attach-to-form-1040.pdf2024
IRSFormSchedule 8829 Expenses for Business Use of Your Homehttps://money101education.com/wp-content/uploads/2024/12/IRS-2024-Schedule-8829-Expenses-for-Business-Use-of-Your-Home-attach-to-form-1940.pdf2024
IRSFormSchedule 8995 Qualified Business Income Deductionhttps://money101education.com/wp-content/uploads/2024/12/IRS-2024-Schedule-8995-QBI-Qualified-Business-Income-Deduction-attach-to-form-1040.pdf2024
IRSFormSchedule A Itemized Deductionshttps://money101education.com/wp-content/uploads/2024/12/IRS-2024-Schedule-A-Itemized-Deductions-attach-to-form-1040-DRAFT.pdf2024
DRAFT
IRSFormSchedule B Interest & Dividend Incomehttps://money101education.com/wp-content/uploads/2024/12/IRS-2024-Schedule-B-Interest-Dividend-Income-attach-to-form-1040.pdf2024
IRSFormSchedule C Business Income & Expenseshttps://money101education.com/wp-content/uploads/2024/12/IRS-2024-Schedule-C-Business-Income-Expenses-attach-to-form-1040.pdf2024
IRSFormSchedule SE Self Employment Taxhttps://money101education.com/wp-content/uploads/2024/12/IRS-2024-Schedule-SE-Self-Employment-Tax-attach-to-form-1040.pdf2024