• identify the tax treatment given to benefits received under disability income plans, workers compensation; and other sickness and injury benefit plans
• identify interest income that is taxable and nontaxable, and recognize the correct method for reporting taxable interest on a tax return
• identify the tax treatment given to dividends, capital gain distributions and other distributions received from a corporation or mutual fund
• identify the tax treatment given to employee pension and annuity benefits, disability retirement benefits and periodic payments received under a privately-purchased commercial annuities
• calculate the amount of a taxpayer's Social Security or Railroad Retirement benefits that may be subject to income taxation and identify any deductions that may be taken in connection with those benefits

Tax Year 2023-2024