individial tax returns

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Module 8: Portfolio Project

Grade:

Portfolio Project Options (125 Points)

Choose one of the following two assignments to complete for your Portfolio Project. Do not complete both assignments. Identify your assignment choice in the title of your submission.

Note that while there are two options for the Portfolio Project assignment, there is only one rubric. Review the rubric to confirm you are meeting the assignment requirements.

Option #1: Individual Tax Returns—Case 1

Because it is important for accountants to demonstrate the filing requirements for individual tax returns, for this final project you will be completing an individual tax return and then analyzing this experience. There are several requirements for this project that should be submitted during the weeks when there are Portfolio Project Milestones (Modules 2, 3, 4, 5, and 7) and that contribute to your final grade in this project.

Key Component:

Using the case data from the Case 1, complete the provided template that has the respective tax forms (Page 1 of Form 1040 and schedules) to complete the tax return. Complete all the applicable parts of the tax forms. Also, address any instructor feedback provided in the milestone submissions.

Requirements:

Submit your tax return and computations to the dropbox identified for that submission.

Review the Portfolio Project grading rubric to understand how you will be graded on this Portfolio Project. Contact your instructor if you have questions about the Portfolio Project.

Option #2: Individual Tax Returns—Case 2

Because it is important for accountants to demonstrate the filing requirements for individual tax returns, for this final project you will be completing an individual tax return and then analyzing this experience. There are several requirements for this project that should be submitted during the weeks when there are Portfolio Project Milestones (Modules 2, 3, 4, 5, and 7) and contribute to your final grade in this project.

Key Component:

Using the case data from the Case 2, complete the provided template that has the respective tax forms (Page 1 of Form 1040 and schedules) to complete the tax return. Complete all the applicable parts of the tax forms. Also, address any instructor feedback provided in the milestone submissions.

Requirements:

Submit your tax return and computations to the dropbox identified for that submission.

Review the Portfolio Project grading rubric to understand how you will be graded on this Portfolio Project. Contact your instructor if you have questions about the Portfolio Project.

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