Abstract
ABSTRACT This case in the area of Individual Federal Taxation describes the dilemma faced by a young couple who were trying to file an accurate 1040. The couple had some major life events during the year and decided to have their return prepared by a national chain of walk-in tax return preparation services. They were disappointed in the result and didn't have a lot of faith in the person who worked on their return. The case picks up on the eve of April 15 with the couple trying to decide whether to file the questionable return or to try to prepare one themselves. Students review client-provided tax information and apply the tax law learned during the semester to identify the correct presentation of the items in the tax return, identify potential controversial issues that might be challenged by the IRS, and recognize where additional information is needed in order to prepare an accurate tax return.
Published Version
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