UtPoIT - Passive and Portfolio Income

This course - one of our "Understanding the Principles of Individual Taxation" series - will cover various types of passive and portfolio income, primarily through reporting interest, dividends, and utilizing Schedules K-1 through the Schedule E for the TY2024 season onwards. While the topic of rental income will be covered necessarily, the focus of the presentation will not focus too much on the rental topic as that is covered in-depth later in this course series.