Review Your Tax Refund Only as Far as the Evidence Goes · Contents · 한국어
Review Your Tax Refund Only as Far as the Evidence Goes
AI TAX INVESTING · BOOK 1

Review Your Tax Refund Only as Far as the Evidence Goes

A guide to checking deductions, tax credits and two-country filings for immigrant households in the U.S.
Amy Choi, CPA

For research and education only. Please consult a professional about tax filing and refunds.

This page is a sample of the front of the book — the preface, How to Read This Book, the author note and Chapters 1–6 in full, and only a summary of each remaining chapter. The full book is on Google Play Books.

Wanting a refund and having grounds for a refund are not the same thing. This book shows how to check deductions, credits and refunds against your documents and assumptions.

Start with the preface →

Get the book (Google Play Books)

Preface: Checking a Refund Only as Far as the Evidence GoesHow to Read This BookAbout the Author — Amy Choi, CPA

1 Deductions, Credits and Refunds Are Three Different Things

2 How Much Gets Missed — What Unclaimed-Credit Research Shows

3 Refund-Finding and Filing Services

4 The Standard Deduction and Itemized Deductions

5 Children and Dependents

6 The Earned Income Tax Credit

7 Education Credits · in the book

8 Withholding and Reading Your Tax Documents · in the book

9 Residency and Income From Your Home Country · in the book

10 Home-Country Pensions and Savings Accounts · in the book

11 Withholding on Home-Country Income and Money You Send or Receive · in the book

12 Social Security Agreements, Dependents and Family Abroad · in the book

13 Amending a U.S. Return (Form 1040-X) and the Time Limits · in the book

14 Corrections and Refund Claims in Your Home Country · in the book

15 Residency Status, Treaties and the Foreign Tax Credit · in the book

16 Foreign Accounts, PFICs, Inheritance and Gifts — Signs That a Specialist Is Needed · in the book

17 Selling Property in Your Home Country: Local Tax and Your U.S. Return · in the book

18 Crypto-Assets Across Borders: U.S. Rules and Your Home Country · in the book

19 Stocks and Brokerage Accounts Across Borders: Reporting and Tax · in the book

20 How to Read Scope, Assumptions and Evidence Levels · in the book

21 Data Flow and Privacy · in the book

22 Using the Site ① The First Screen and the Six Steps of a Check · in the book

23 Using the Site ② Choosing How to Enter Information, and the AI Helper · in the book

24 Using the Site ③ Entering by Topic — Income, Deductions, Foreign Accounts, Asset Sales · in the book

25 Using the Site ④ Confirming and Reading Results · in the book

26 Using the Site ⑤ Layout, Scope, Rules and Corrections · in the book

27 Using the Site ⑥ Usage Guide, Privacy Notice and Terms · in the book

28 Conclusion — What the Evidence Says About Refunds, and What It Does Not · in the book

Appendix

Appendix — Site Notes · in the book