3-pub17 write ups

_pages/3-pub17.better.md

@@ -8,13 +8,21 @@ layout: post
 
 ## Summary
 
-Part One of the IRS document provides essential guidance on filing a federal income tax return, including determining whether you need to file, how to file electronically or for free, and the steps to take if you owe taxes or are due a refund. It also covers recordkeeping, how to amend a return, and the implications of underpaying or overpaying taxes.
+Part One discusses:
+
+1. Whether you have to file a return.
+2. How to file electronically.
+3. How to file for free.
+4. When, how, and where to file your return.
+5. What happens if you pay too little or too much tax.
+6. What records you should keep and how long you should keep them.
+7. How you can change a return you have already filed.
 
 ## Subpart 1: Whether You Have to File a Return
 
 1. **Filing Requirements**
 
-- Factors determining whether you must file: gross income, filing status, and age.
+- Factors determining whether IF you must file: gross income, filing status, and age.
 - Special rules for specific groups: dependents, self-employed persons, and aliens.
 - Income thresholds are provided in tables (Table 1-1, Table 1-2, Table 1-3) for different filing statuses.
 
@@ -24,7 +32,7 @@ Part One of the IRS document provides essential guidance on filing a federal inc
 - Residents of Puerto Rico may need to file a U.S. tax return depending on income sources.
 - Filing requirements also apply to those with income from U.S. territories like Guam and American Samoa.
 
-### Questions
+### 3 Questions
 
 1. What three factors determine whether you must file a tax return?
 
@@ -48,14 +56,14 @@ Part One of the IRS document provides essential guidance on filing a federal inc
 
 2. **PIN Methods**
 
-- Self-Select PIN allows taxpayers to create their own five-digit PIN for electronic filing.
+- Self-Select PIN allows taxpayers to create their own five-digit PIN for filing.
 - Practitioner PIN involves authorizing a tax preparer to generate the PIN on behalf of the taxpayer.
 
 3. **Form 8453**
 
 - Required if certain forms or documents cannot be filed electronically.
 
-### Questions
+### 3 Questions
 
 1. What are the benefits of filing a tax return electronically?
 
@@ -79,19 +87,22 @@ Part One of the IRS document provides essential guidance on filing a federal inc
 
 2. **Volunteer Income Tax Assistance (VITA)**
 
-- Offers free tax help to low-income taxpayers, persons with disabilities, and those with limited English proficiency.
+- VITA offers free tax help to low-income taxpayers, persons with disabilities, and those with limited English proficiency.
 
 - The Tax Counseling for the Elderly (TCE) program specializes in tax issues related to pensions and retirement.
 
-### Questions
+### 3 Questions
 
 1. Who is eligible for Free File services?
+
 - Taxpayers with AGI below a specific threshold set by the IRS.
 
 2. What is the purpose of the Volunteer Income Tax Assistance (VITA) program?
+
 - To provide free tax help to eligible taxpayers, including those with low income and limited English proficiency.
 
 3. What type of tax issues does the Tax Counseling for the Elderly (TCE) program specialize in?
+
 - Pensions and retirement-related tax issues.
 
 ## Subpart 4: When, How, and Where to File Your Return
@@ -108,7 +119,7 @@ Part One of the IRS document provides essential guidance on filing a federal inc
 
 - Certain delivery services are approved by the IRS for mailing tax returns, with guidelines provided for proof of mailing.
 
-### Questions
+### 3 Questions
 
 1. What is the standard due date for filing a 2023 tax return?
 
@@ -132,7 +143,7 @@ Part One of the IRS document provides essential guidance on filing a federal inc
 
 - If you overpay, you can choose to receive a refund or apply the overpayment to your next year’s taxes.
 
-### Questions
+### 3 Questions
 
 1. What are the consequences of underpaying your taxes?
 
@@ -152,11 +163,11 @@ Part One of the IRS document provides essential guidance on filing a federal inc
 
 - Taxpayers should keep records that support income, deductions, and credits claimed on their tax returns.
 
-1. **Duration for Keeping Records**
+2. **Duration for Keeping Records**
 
 - Typically, records should be kept for at least three years from the date the return was filed. Some situations may require longer retention.
 
-### Questions
+### 3 Questions
 
 1. Why is it important to keep tax records?
 
@@ -180,15 +191,15 @@ Part One of the IRS document provides essential guidance on filing a federal inc
 
 - Amended returns must generally be filed within three years from the date the original return was filed or within two years from the date the tax was paid, whichever is later.
 
-### Questions
+### 3 Questions
 
 1. What form is used to file an amended tax return?
 
 - Form 1040-X.
 
 2. When should you file an amended return?
 
-- If you discover an error or omission after filing your original return.
+- When you discover an error or omission after filing your original return.
 
 3. What is the deadline for filing an amended return?
 

_pages/3-pub17.md

@@ -23,7 +23,7 @@ Part One of the IRS document provides a comprehensive overview of the basic info
    - Special provisions for individuals serving in a combat zone
    - ITIN renewal requirements and penalties for frivolous tax submissions
 
-### Quiz-Like Questions
+### 3 Questions
 
 1. What are the new lines added to Schedule 3 for the 2023 tax year?
 2. When is the due date for filing the 2023 tax return for residents of Maine or Massachusetts?
@@ -39,7 +39,7 @@ Part One of the IRS document provides a comprehensive overview of the basic info
    - Conditions under which filing a return is advantageous even if not required
    - Specific situations requiring a return, such as tax credits or refunds
 
-### Quiz-Like Questions
+### 3 Questions
 
 1. What factors determine whether an individual must file a tax return?
 2. What is considered gross income for filing purposes?
@@ -59,7 +59,7 @@ Part One of the IRS document provides a comprehensive overview of the basic info
    - Rules for an agent signing your return
    - State return filing with the federal return
 
-### Quiz-Like Questions
+### 3 Questions
 
 1. What is the advantage of filing a tax return electronically?
 2. How do you create a Self-Select PIN for electronic filing?
@@ -74,7 +74,7 @@ Part One of the IRS document provides a comprehensive overview of the basic info
    - Automatic extensions and how to apply for them
    - Extensions for individuals outside the U.S. and those serving in a combat zone
 
-### Quiz-Like Questions
+### 3 Questions
 
 1. When is the due date for filing a 2023 tax return for most taxpayers?
 2. What are the conditions for obtaining an automatic 6-month extension?
@@ -90,7 +90,7 @@ Part One of the IRS document provides a comprehensive overview of the basic info
 3. **Form W-2 and 1099**
    - Importance of these forms for reporting wages and other income
 
-### Quiz-Like Questions
+### 3 Questions
 
 1. What are the six steps for preparing a paper tax return?
 2. What should you do if you do not receive a Form W-2 by early February?
@@ -105,23 +105,22 @@ Part One of the IRS document provides a comprehensive overview of the basic info
    - Differences between the cash method and accrual method
    - Concepts of constructive receipt and payment to a third party
 
-### Quiz-Like Questions
+### 3 Questions
 
 1. What is the difference between a calendar year and a fiscal year?
 2. How does the cash method of accounting differ from the accrual method?
 3. What constitutes constructive receipt of income?
 
 ## Subpart 7: Social Security Number (SSN)
 
-
 1. **Requirements for SSN**
    - Need for SSNs for yourself and dependents
    - Procedures for obtaining an SSN and the consequences of not having one
 2. **ITIN**
    - Situations where an ITIN is needed instead of an SSN
    - Rules for applying for and using an ITIN
 
-### Quiz-Like Questions
+### 3 Questions
 
 1. What are the consequences of not providing a required SSN on your tax return?
 2. What is the process for obtaining an ITIN if you are ineligible for an SSN?
@@ -134,7 +133,7 @@ Part One of the IRS document provides a comprehensive overview of the basic info
 2. **Effect on Tax Return**
    - Assurance that checking the box does not change tax liability or refund
 
-### Quiz-Like Questions
+### 3 Questions
 
 1. What is the purpose of the Presidential Election Campaign Fund?
 2. How does contributing to the fund affect your tax return?
@@ -149,9 +148,8 @@ Part One of the IRS document provides a comprehensive overview of the basic info
 3. **Attachments**
    - Required attachments for paper returns, including W-2 and 1099 forms
 
-### Quiz-Like Questions
+### 3 Questions
 
 1. What is the rule for rounding off amounts on a tax return?
 2. How should negative amounts be reported on a paper return?
 3. What forms need to be attached to your paper tax return?
-

drafts/p17.part1.prompt.txt

@@ -0,0 +1,37 @@
+Place the output, your response, or the answer in a "copy-code" box. I want the output transcribed into markdown language. I want to place your answer in a website. I want to save the output into a .md file.
+
+Using the PDF document "p17.part1.pdf", provide a more comprehensive outline than the previous one. I need more detail than the previous outline. I want details such as information from tables or bullet points. 
+
+I want you to specifically address the numbered points below. 
+This chapter discusses the following topics:
+1. Whether you have to file a return.
+2. How to file electronically.
+3. How to file for free.
+4. When, how, and where to file your return.
+5. What happens if you pay too little or too much tax.
+6. What records you should keep and how long you should keep them.
+7. How you can change a return you have already filed.
+
+I want to know what form numbers are referenced for each Line. For example, In the document it states,
+"New lines on Schedule 3. This year Schedule
+3 has new lines.
+• Line 5a will be used to report the residen-
+tial clean energy credit from Form 5695.
+• Line 5b will be used to report the energy
+efficient home improvement credit from
+Form 5695.
+• Line 6m will be used to report the credit for
+previously owned clean vehicles from Form
+8936.
+• Line 13c will be used to report the elective
+payment election amount from Form 3800."
+
+
+Using each bold header subpart and section give a sentence or two that describes the content in that bold part. Make sure that important peices of information are collected and included in the outline.
+
+After Part One is complete, please produce 5 quiz-like questions on the reading material directly in that chapter. Please follow this example:
+1. Produce a 1-2 sentence summary of the entire Part one. 
+2. Include the label of each Sub-Part then include its outline
+3. Provide 3 quiz-like questions, and their answers from each of the sub-parts
+4. Continue to next sub-part. 
+