Part 10: Security, Scams & IRS Red Flags
Full 2026 guide to IRS security risks, common audit red flags, identity theft, scam protection, and safe filing strategies.
Part 9: Refunds, Extensions & IRS Payments
Full guide to 2026 IRS refunds, offsets, delays, extensions, and payment options — with examples and clear explanations.
Part 8: How to File Your 2026 Tax Return
The easiest step-by-step guide to filing your 2026 tax return — Direct File, software, documents, mistakes to avoid, and refund tips.
Part 7: Capital Gains, Crypto, and Rental Property — What You MUST Report on Your 2026 Tax Return
A complete 2026 guide to reporting capital gains, crypto, rental property income, depreciation, IRS forms, and investment strategies.
Part 6: QBI, HSA, Retirement & AMT — Advanced Deductions Made Simple for Self-Filers
A complete guide to QBI, HSA, IRA, 401(k), Roth, and AMT rules for 2026 — simplified for self-filers with real examples and strategies.
Part 5: The 2026 Tax Credits You Should NOT Miss — CTC $2,200, EITC, AOTC, Energy Credits & More
A complete 2026 guide to tax credits — CTC, EITC, AOTC, LLC, clean energy credits, EV credits, and refund-maximizing strategies.
Part 4: The 2026 Deductions Playbook
A complete 2026 deductions guide — standard vs itemized, SALT $40,000, medical, charity, education, and strategies that maximize your refund.
Part 3: Income You MUST Report in 2026
A complete guide to all taxable income you must report in 2026 — 1099-K rules, gig work, crypto, rental income, investments, and more.
Part 2: Filing Status & Dependents — The Rules That Make or Break Your Refund
Filing status and dependent rules for 2026 explained — HOH, joint vs separate filing, qualifying dependents, and common mistakes self-filers make.
Part 1: The 2026 Self-Filing Blueprint — What’s New, What Changed & How to Maximize Your Refund
A complete guide to the 2026 filing season — standard deduction changes, income reporting rules, SALT limits, new credits, Direct File updates, and common pitfalls.