1040 Edition

Your time is valuable. Find answers fast to your individual tax questions.

Content Hightlights

Individual, Schedules A, B, C, D, E, F, SE, and more.
  • Compare the 1040 Edition Plus to the 1040 Edition.
  • See Table of Contents to compare the 1040 Edition to the Deluxe and Small Business Editions.


Start Ship Date: 12/15/2017
Price: $59
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1040 Edition Plus vs. 1040 Edition

The 1040 Edition Plus incorporates the Clients with Children and W-2/1099 Roadmap FastTaxFacts with the 1040 Edition. Both FastTaxFacts ($16 + $16 = $32 Retail Value) are bound into the book and include information not found in the 1040 Edition.

It's Difficult to Keep it All Straight

Keeping track of the constantly changing tax code is a daunting task. New Tax Law, Revenue Rulings, Filing Requirements, Phase-Outs, Dependency Rules; it's a lot to remember! Our authors take this massive amount of information and place it in a fast-answer format that makes finding your answer easy.

Our Customers Tell Us

  • They find answers to 90-95% of their tax questions in TheTaxBook.
  • On average, they save 10-15 minutes per question by referencing TheTaxBook.
  • They reference TheTaxBook 2-3 times a day during tax season!
  • 86% of our customers keep TheTaxBook within arm's reach during tax season.

Voted the #1 Tax & Accounting Research Solution

TheTaxBook was voted the #1 Tax & Accounting Research Solution in the 2017 CPA Practice Advisors Readers’ Choice Awards. This year represents the fifth year in a row that TheTaxBook has earned this honor. Thank you to our wonderful customers who took the time to vote! To view the announcement of the 2017 Readers Choice Awards in the CPA Practice Advisors Magazine, please click here.

Preferred Over 10-to-1 to our Competition

TheTaxBook is preferred over 10-to-1 to Quickfinder, the CCH Master Tax Guide, and J.K. Lasser. Please click here for more information.

No-risk Satisfaction Guarantee

We guarantee TheTaxBook Series will save you time during tax season. In fact, use your book the entire tax season. If it does not meet your expectations, send it back for a full refund by April 15, no questions asked. It's risk-free!

98% Satisfaction Rating

Tax Materials, Inc. has achieved the highest published satisfaction rating in the industry.

Tax Industry News

Find year round coverage of new legislation and industry news affecting the tax preparation industry. Articles are posted on our website. Update emails are sent 1-2 times per month to keep our customers informed on industry news.
http://thetaxbook.com/news (Current Password Required)

Free Online Credit Hours

Purchase any title from TheTaxBook Series or a WebLibrary User and receive free Online Credit Hours ($17 value) for each product purchased. Note: Online Credit Hours never expire.

Product Free Online Credit Hours
"Jacob Special" 1st User 6 hours per 1st user
"Jacob Special" Add User 2 hours per additonal user
TheTaxBook Series 1 hour per copy
WebLibrary Plus 1st User 5 hours per 1st user
Additional WebLibrary Plus User 1 hour per additional user
WebLibrary 1st User 2 hours per 1st User
Additional WebLibrary User 1 hour per additional user

Example: If you order 1 Jacob Special 1st User and 1 Jacob Special Add User, you will receive 8 Free Online Credit Hours!

Example: If you order 1 WebLibrary Plus 1st User, 3 WebLibrary Plus Additional Users, and 4 Deluxe Plus Editions, you will receive 12 Free Online Credit Hours!

Tools for Tax Pros

Electronic documents tax professionals use to provide disclosures, recordkeeping, substantiation, and more.
http://thetaxbook.com/tools (Current Password Required)

Message Board

Do you have questions about a client's tax return? Use our Message Board to ask a fellow tax preparer. The Message Board is exclusive to our customers and not available to the general public.
http://thetaxbook.com/message (Current Password Required)

TheTaxBook Updates

Find a listing of pages in TheTaxBook affected by new tax law. We provide a PDF of updated pages for easy printing.
http://thetaxbook.com/updates (Current Password Required)

Tabbed Index

Book includes a separately tabbed index with extensive page references. More page references means less time searching for your answer.

Table of Contents

Each tab section includes a detailed Table of Contents on the first page. Go right to a tab to find your answer!

Sturdy Binder and Tough Cover

You will reference this book often and it will get abused. Don’t worry, the book is designed to withstand hard use.

All Editions are 3-Hole Punched

In addition to our traditional red binding, all editions of TheTaxBook are 3-hole punched. You have the choice...keep it as is, or remove the red binding and place the entire book into a 3-ring binder.

Compare Federal Editions and View Tab Contents

The Deluxe Edition is our best seller! The book includes the entire 1040 Edition (Individual Coverage) as well as the most referenced tabs from the Small Business Edition (Small Business Coverage). Do you prepare a significant number of small business returns? If so, you might be interested in the additional content found in the Small Business Edition (Tabs 18-33). Do you prepare only individual returns? If so, The 1040 Edition is your most economical option.

Individual Coverage
Tab Tab Title 1040
Edition
Deluxe
Edition
Small
Business
Edition
Tab 1
What's New
Details(+)
X X
Tab 2
Federal Tax Table and EIC Table
Details(+)
X X
Tab 3
1040 Line Instructions
Details(+)
X X
FTF
FastTaxFacts Clients with Children
Details(+)
PLUS PLUS
Tab 4
Itemized Deductions—A
Details(+)
X X
Tab 5
Sole Proprietorships and Farmers—C, F, SE
Details(+)
X X
Tab 6
Investment Income—B, D, 4797
Details(+)
X X
Tab 7
Rental, Passive, and At-Risk—E
Details(+)
X X
Tab 8
Business Deductions
Details(+)
X X
Tab 9
Depreciation—4562
Details(+)
X X
Tab 10
Automobiles and Listed Property
Details(+)
X X
Tab 11
Tax Credits
Details(+)
X X
Tab 12
Children, College, and Family
Details(+)
X X
Tab 13
Retirment and Employee Benefits
Details(+)
X X
Tab 14
Other 1040 Topics
Details(+)
X X
Tab 15
IRS, Penalties, and Audits
Details(+)
X X
Tab 16
Worksheets and Where to File
Details(+)
X X
FTF
FastTaxFacts W2/1099 Roadmap
Details(+)
PLUS PLUS
Tab 17
States
Details(+)
X X
Small Business Coverage
Tab Tab Title 1040
Edition
Deluxe
Edition
Small
Business
Edition
Tab 18
C Corporations
Details(+)
X X
Tab 19
S Corporations - 1120S
Details(+)
X X
Tab 20
Partnerships and LLCs - 1065
Details(+)
X X
Tab 21
Estates, Trusts, and Fiduciaries - 1041, 706, 709
Details(+)
X X
Tab 22
Social Security, Medicare, and Exempt Organizations
Details(+)
X X
Tab 23
Payroll and Labor Laws - 940, 941
Details(+)
X X
Tab 24
Business Tools and Worksheets
Details(+)
X X
Tab 25
Other Business Topics
Details(+)
X X
Tab 26
Small Business Recent Developments
Details(+)
X
Tab 27
Sales, Dispositions, and Adjustments
Details(+)
X
Tab 28
Small Business Retirement
Details(+)
X
Tab 29
Employee Health Benefits
Details(+)
X
Tab 30
Business Credits
Details(+)
X
Tab 31
Starting a Business
Details(+)
X
Tab 32
Business Audit Strategies
Details(+)
X
Tab 33
States Business Tax Summary
Details(+)
X
Index
TheTaxBook Index
Details(+)
X X X

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