PRDV011: Tax Forms | Saylor Academy

Watch these videos for an overview of tax forms U.S. employees and contractors must complete and file with the Internal Revenue Service each year.

Source: Khan Academy, https://youtu.be/boklbFhF8l8?si=_TZ_KZ5T30Osz7nZ, https://youtu.be/W1562KoBExA?si=ncTluPeQaE9uf0I_, https://youtu.be/8F7C46W619k?si=GWAc9iI49tUODx7f
This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 3.0 License.

COURSE INTRODUCTION

Course Syllabus

Unit 1: Establishing Financial Goals

Unit 1 Learning Objectives

1.1: Setting Short-, Medium-, and Long-Term Financial Goals

Financial Goals

Personal Financial Planning

Creating Clear Financial Goals

1.2: Creating SMART Financial Goals

SMART Goals

1.3: Lifestyle Choices and Money Personalities

Money Personalities

Unit 2: Budgeting and Saving

Unit 2 Learning Objectives

2.1: Building a Budget

Personal Budgeting

More on Personal Budgeting

The Budget Process

Google Sheets Preformatted Budget

2.2: Preparing a Budget Analysis

Creating a Comprehensive Budget

2.3: Saving Money

Making Your Savings Decisions

2.4: Banking and Emergency Funds

Create an Emergency Fund

Banking and Emergency Funds

2.5: Savings and Inflation

Inflation vs Deflation

Unit 3: Credit Cards and Consumer Borrowing

Unit 3 Learning Objectives

3.1: Your Credit Score

A Tale of Two Credit Scores

What is a Credit Score, and How is it Calculated?

How to Build Your Credit Card Score

3.2: Credit Cards

Using Credit Cards Wisely

Schumer Boxes and Credit Card Terms

Which Credit Card Is Better for You?

Credit Cards: The Good and the Bad

How to Use a Credit Card Wisely

3.3: Debit Cards

Debit vs Credit Cards

3.4: Other Payment Methods

Electronic and Mobile Payments

3.5: Risks and Benefits of Credit Products

How Do Loans Affect Credit Score

Successful Debt Relief and Money Management

Business vs Personal Credit Cards

Unit 4: Loans and Debt

Unit 4 Learning Objectives

4.1: Borrowing Money

Borrowing Money

How Do I Get a Loan?

Making Borrowing Decisions

4.2: Terms of Borrowing

What Is APR, and Why Does It Matter?

4.3: Types of Loans: Installment vs. Revolving Credit

Revolving vs Installment Credit

Installment Loans

Credit Trouble and Protections

4.4: Interest Rates and Loan Repayment

Inflation and Investing

4.5: Predatory Lending, Bias, and Redlining

Predatory Lending

Payday Loans

Redlining

4.6: Microfinance

What is Microfinance?

4.7: Personal Bankruptcy

Bankruptcy

Personal Bankruptcy: Chapters 7 and 13

Unit 5: Insurance

Unit 5 Learning Objectives

5.1: Insurance Basics

Introduction to Insurance

Insurance

How to File an Insurance Claim

5.2: Managing Risk

Types of Financial Risk

Risk Management