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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.
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