From Tax Documents to Form 1040: A 2027 Filing-Season Readiness Workbook for Tax Year 2026

A beginner-friendly educational workbook for learning a document-first process for preparing a 2026 U.S. federal individual income tax return during the 2027 filing season. It distinguishes tax years, summarizes selected IRS-published 2026 amounts and deductions, provides a source-to-return workflow and document checklist, and includes a tracing exercise and review checklist. Continue learning with TaxBuilder’s Form 1040 learning path and 2027 filing-season guide; clickable links are included in the workbook and in References below. Educational material only; not tax advice or a substitute for current IRS forms and instructions. Official IRS sources checked October 27, 2026.

Authors

Publication Details

Journal
Zenodo (CERN European Organization for Nuclear Research)
Published
2026-10-27
DOI
https://doi.org/10.5281/zenodo.23682644
Primary Topic
Taxation and Compliance Studies
Type
article
Field-Weighted Citation Impact
0.00
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article

From Tax Documents to Form 1040: A 2027 Filing-Season Readiness Workbook for Tax Year 2026

TaxBuilder
Zenodo (CERN European Organization for Nuclear Research)
Taxation and Compliance Studies
article

From Tax Documents to Form 1040: A 2027 Filing-Season Readiness Workbook for Tax Year 2026

TaxBuilder
article en

Abstract

A beginner-friendly educational workbook for learning a document-first process for preparing a 2026 U.S. federal individual income tax return during the 2027 filing season. It distinguishes tax years, summarizes selected IRS-published 2026 amounts and deductions, provides a source-to-return workflow and document checklist, and includes a tracing exercise and review checklist. Continue learning with TaxBuilder’s Form 1040 learning path and 2027 filing-season guide; clickable links are included in the workbook and in References below. Educational material only; not tax advice or a substitute for current IRS forms and instructions. Official IRS sources checked October 27, 2026.

Zenodo (CERN European Organization for Nuclear Research)
Openalex Percentile: Top 9%
Taxation and Compliance Studies
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