Module IE.2.3: Tax Form Preparation

Standard: EPF.IE.2.3

Objective: Demonstrate how to prepare basic tax forms (W-4, 1040, etc.).

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Lesson Overview

• Identify common tax forms
• Walk through completing a sample 1040
• Discuss importance of accurate tax filing

Teacher Notes

• Use IRS sample forms
• Relate to students' first jobs
• Discuss consequences of errors

Activities

• Complete a sample 1040
• Tax scenario role-play
• Guest speaker: Tax preparer

Assessment

• Completed sample tax form
• Quiz on tax form parts

Resources

• NC DPI EPF Standards
• IRS tax form resources