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Income Tax Planning
Chapter 4: Gross Income from Personal and Investment Activities/INVESTMENT INCOME EXCLUDED FROM GROSS INCOME
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 4: Gross Income from Personal and Investment Activities

INVESTMENT INCOME EXCLUDED FROM GROSS INCOME

01.Core Concepts

• Municipal Bond Interest • Some exceptions apply • Life Insurance • Death Benefits • Accelerated Death Benefits • Roth IRAs • Education-related exclusions • Savings Bond Interest • Qualified Tuition Programs/529 Plans • Coverdell Savings Accounts • Improvement by Tenant to Landlord’s Property