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Provide your students with a concise, practical, and time-tested introduction to the most important areas of tax law with INCOME TAX FUNDAMENTALS 2016. For more than 30 years, this textbook has been the market-leading standard with a proven, step-by-step workbook format that incorporates real examples using actual tax forms. This edition now combines effective end-of-chapter reinforcement with the option to use the CengageNOW™ online course management and homework tool. INCOME TAX FUNDAMENTALS 2016 offers all of the resources you need to ensure your students gain the knowledge and skills to become proficient tax preparers.

Gerald E. Whittenburg, San Diego State University

On March 8, 2015, we unexpectedly lost our dear friend and co-author Gene Whittenburg. As the original author of INCOME TAX FUNDAMENTALS, Gene was critical in designing the forms-based approach that the book has used successfully for more than two decades. It is simply not possible to quantify the degree of our loss. Gene started his life in small-town Texas; entered the Navy; served his country in Vietnam, earned Bachelor’s, Master’s and Ph.D. degrees; and served as a distinguished faculty member at San Diego State University for almost 40 years. The outpouring of sorrow and gratitude from countless former students and colleagues are a wonderful tribute to Gene’s love and devotion to teaching. We intend to continue to honor Gene by upholding his standard of publishing excellence for many years to come.

Steven Gill, San Diego State University

Steven Gill is an associate professor in the Charles W. Lamden School of Accountancy at the Fowler College of Business at San Diego State University. He received a BS in accounting from the University of Florida (Gainesville, FL) an MS in taxation from Northeastern University (Boston, MA), and a Ph.D. in accounting (University of Massachusetts 2008). Prior to entering academia, Dr. Gill worked twelve years in the field of accounting, including roles in public accounting, internal audit, corporate accounting, and, ultimately, vice president of finance. Dr. Gill's research interests include a concentration in taxation, including mutual funds and college savings ("529") plans and wider interests in tax compliance behavior. He has taught at both the undergraduate and graduate levels and his teaching interests include taxation and both financial and managerial accounting. Dr. Gill is the author of INCOME TAX FUNDAMENTALS, a co-author on FEDERAL TAX RESEARCH and an editor on the 2018 SOUTH-WESTERN FEDERAL TAXATION series.

Martha Altus-Buller,

Martha Altus-Buller is a CPA with more than 25 years of tax accounting experience. She attended Reed College in Portland, Oregon for two years, holds a B.A. in Mathematics from the University of California at San Diego and a M.S. in Accounting from San Diego State University. Ms. Altus Buller was awarded the Sells award for scoring among the top in the country on the May 1983 CPA exam. Her practical experience includes work as a tax manager for Arthur Young, now Ernst & Young, one of the Big 8 accounting firms at the time.
  • EXPANDED AFFORDABLE CARE ACT (ACA) COVERAGE. Additional material in this edition further clarifies the ACA, giving readers a better understanding of this act and its impact on taxation.
  • EXPANDED COVERAGE ADDRESSES EARNED INCOME TAX CREDIT (EIC) AND CHILDCARE TAX CREDIT. This edition examines the EIC as well as today's Childcare Tax Credit in more detail to provide readers with key information and details needed to most effectively prepare taxes.
  • NEW STUDENT-FRIENDLY DESIGN. An engaging, full-color design throughout this edition increases the book's appeal and readability. Clear, colorful presentations throughout help increase comprehension.
  • CengageNOWv2™ PROVIDES ONLINE COURSE MANAGEMENT AND ENHANCED STUDENT LEARNING TOOLS. With its engaging learning and assessment tools, CengageNOWv2™ supports the entire student workflow, from motivation to mastery. For you, the instructor, CengageNOWv2™ continues to provide enhanced control and customization with additional opportunities to tailor the learning experience to improve outcomes. CengageNOWv2™ goes beyond memorization and basic homework practice to engage students using relevant multimedia study tools, detailed feedback, and assessment tools.
  • A WEALTH OF PROBLEMS AND PRACTICAL QUESTIONS OFFER HANDS-ON EXPERIENCE FOR STUDENTS. You can be sure your students are practicing with the latest tax information. This book's proven end-of-chapter questions, tax return problems, and test bank problems all reflect the dozens of standard changes that result from yearly cost of living tax rate increases and phase-ins and phase-outs of tax benefits.
  • STUDENTS WORK WITH THE LATEST, PROFESSIONAL H&R BLOCK SOFTWARE. Your students have the opportunity to use actual H&R Block software for tax year 2015, which is available with each new copy of the book. Students are able to actually solve many of the 2015 Individual Income Tax Return problems in the book using this professional tool. The software is easy to use with many helpful features, including access to useful tips, calculators, and the most current tax information.
  • INTERNAL REVENUE CODE SECTIONS AND QUICK TAX REFERENCE GUIDE. Useful at-a-glance tools, including the Important Internal Revenue Code Sections and Quick Tax Reference Guide feature critical information, such as the Tax Formula, provided in full color for easy student reference.
1. The Individual Income Tax Return.
2. Gross Income and Exclusions.
3. Business Income and Expenses, Part I.
4. Business Income and Expenses, Part II.
5. Itemized Deductions and Other Incentives.
6. Credits and Special Taxes.
7. Accounting Periods and Methods and Depreciation.
8. Capital Gains and Losses.
9. Withholding, Estimated Payments, and Payroll Taxes.
10. Partnership Taxation.
11. The Corporate Income Tax.
12. Tax Administration and Tax Planning.
Appendix A: Tax Rate Schedules and Tax Tables.
Appendix B: Earned Income Credit Table.
Appendix C: Withholding Tables.
Appendix D: Additional Comprehensive Tax Return Problems.
Appendix E: Solutions to Self-Study Problems.
Glossary of Tax Terms.
List of Forms.
List of Schedules.
CengageNOWv2 combines the way students use textbooks and online resources to learn, study and complete homework, allowing them to achieve ultimate success in this course in a digital world.

This Cengage solution can be seamlessly integrated into most Learning Management Systems (Blackboard, Brightspace by D2L, Canvas, Moodle, and more) but does require a different ISBN for access codes. Please work with your Cengage Learning Consultant to ensure the proper course set up and ordering information. For additional information, please visit the LMS Integration site.

Standalone Digital Access — Ultimate Value

Recommended and most popular

  • ISBN-10: 1337109061
  • ISBN-13: 9781337109062
  • Bookstore Wholesale Price $160.00
  • RETAIL $160.00

  • ISBN-10: 1305664531
  • ISBN-13: 9781305664531
  • Bookstore Wholesale Price $170.00
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Digital Access + Print — Flexible Value

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  • ISBN-10: 1337127205
  • ISBN-13: 9781337127202
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Textbook Only Options

Traditional eBook and Print Options

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  • ISBN-10: 1337343528
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  • ISBN-10: 1305664485
  • ISBN-13: 9781305664487
  • Bookstore Wholesale Price $195.00
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Cengage provides a range of supplements that are updated in coordination with the main title selection. For more information about these supplements, contact your Learning Consultant.


Instructor Companion Website (with Solutions Manual, Test Bank, PowerPoint®)

ISBN: 9781305872806
Find everything you need in one place. This Instructor Companion site includes the Solutions Manual, Test Bank, Instructor PowerPoint® Slides, Solutions to Cumulative Problems, Lecture Notes, Chapter Outlines and Suggested Minimum Assignments, Solutions to Comprehensive Problems, and H&R Block Solutions. Student supplements are also available on the Instructor Website and include Learning Objectives, Glossary/Flashcards, Student PowerPoint® Slides, Quick Tax Reference, Self-Study Solutions, Instructions on How to Update H&R Block Software, 1040 Map, a Sample Letter, and Sample Memo.

Cengage Learning Testing, powered by Cognero® Instant Access

ISBN: 9781305872820
Cengage Learning Testing, powered by Cognero®, is a flexible, online system that allows you to import, edit, and manipulate content from the text’s test bank or elsewhere, including your own favorite test questions. Create multiple test versions in an instant and deliver tests from your LMS, your classroom, or wherever you want.