Council for Economic Education
Preparing a 1040EZ Income Tax Form
Some of us never feel like we know how to do our taxes! Help scholars understand the process early by using an informative resource. They fill out their own tax forms in a simulation activity and view multiple resources to learn even...
Federal Reserve Bank
Income Taxes
Most adults dread April 15 — tax day! Tax preparation can be intimidating even for adults. Build confidence by leading individuals through the process and then give them a scenario to practice. The exercise uses tax vocabulary to give...
Curated OER
Preparing a 1040EZ Income Tax Form
What do you do at the end of the year when your W2 arrives? File a tax form! Show learners how they to can fill out a basic 1040EZ tax form and play their part as tax paying citizens. Monetary denominations are provided for filling out...
Curated OER
Tax Forms and Deductions
Because many of your older students are probably getting their first jobs, it could be an appropriate time to discuss taxes. This presentation defines deductions, types of taxes, purposes of paying taxes, and the forms required to file...
Internal Revenue Service
Module 1: Payroll Taxes and Federal Income Tax Withholding
Students complete lessons and worksheet to identify the different types and uses of payroll taxes. They examine how federal income taxes are used, determine the difference between gross and net pay, and determine how employers withhold...
Curated OER
Progressive Reforms
Tenth graders analyze editorial cartoons focusing on progressive reform. They compare their analysis and research. Students discuss the cost of reform leading to the creation of a national income tax through the passage of the 16th...
Federal Reserve Bank
“W” Is for Wages, W-4 and W-2
Don't let your young adults get lost in the alphabet soup of their paychecks and federal income taxes. Using sample pay stubs and reproductions of government forms, your class members will identify the purpose of such forms as a W-4 and...
Curated OER
Interest Income
Students identify taxable interest income, and report taxable and tax-exempt interest income.
Curated OER
Regressive Taxes
Students explain that regressive taxes can have different effects on different income groups. They see how a regressive tax takes a larger share of income from low-income groups than from high-income groups.
Curated OER
Dependents and Tax Credits
Students identify "count" and "non-count" nouns, and examine and discuss the Earned Income Tax Credit. They define key vocabulary words, complete various worksheets, read a newspaper article, and answer discussion questions.
National Endowment for the Humanities
Factory vs. Plantation in the North and South
North is to factory as South is to plantation—the perfect analogy for the economy that set up the Civil War! The first lesson in a series of five helps teach beginners why the economy creates a driving force for conflict. Analysis of...
Curated OER
Taking Taxes
Students discuss the role of taxes and tax deductions in the maintence of community services. A practice W-4 form is completed by students who identify their exemptions. This lesson is intended for students acquiring English.
Curated OER
ADULT ESOL LESSON PLAN--Level 3--Obtaining Employment
Students examine and view a variety of employment facts/legalities that comes with employment in the United States including social security, income tax deductions and W-4 forms, just to mention a few.
Practical Money Skills
Making Money
The first step in managing your money is making money! Learn about ways to find and interview for a job with a thorough lesson on personal finances. Kids learn about the ways to earn a paycheck and then manage the funds they receive.
Curated OER
Advanced Math Budget Project
What financial situations and decisions await young learners after they graduate from high school? This project allows class members to glimpse into the types of responsibilities they will have as adults, from considering job...
Curated OER
Wealth
Third graders read the story The Day I Was Rich and learn about the role of money and taxes. In this money lesson plan, 3rd graders count large sums of money, group them, and give it away in the form of taxes. They discuss wealth and how...
Curated OER
Married Math
Students participate in a two-week real-life math unit. In pairs, they calculate salaries, taxes, and a budget, plan a vacation, buy insurance, make a will, and design a room. They conduct Internet research to plan the vacation, and...
Curated OER
ESOL 18 Obtaining Employment
Students examine the terms social securtiy tax, social security, retirement and benefits. They respond to different commands about forms needed for employment. They practice filling out Social Security and W-4 forms.
Curated OER
Payroll Deductions/ Sequential Order of Words in a Sentence.
Students who are adult ESOL learners examine pay stubs and determine how payroll deductions are spent on services and company benefits. While looking at a pay stub they complete a worksheet. They focus on the proper sequence of words in...
Curated OER
Budget Worksheet
In this student budget worksheet, learners fill in their incomes as well as their individual payments per month to chart where their money goes each month.
Curated OER
The Taxpayer's Rights
Students examine rights of taxpayers and procedures the IRS uses to process tax returns
Curated OER
Regular Plural Nouns
In this noun worksheet, students complete 12 questions in which they write singular nouns in plural form. The first 5 questions are sentences which contain an underlined noun that must be made plural. The next 7 questions are sentences...
Curated OER
Reading A Pay Stub For Paryroll Deductions
Students identify and explain the various payroll deductions that are taken to pay for a variety of government services and company benefits. This lesson is intended for students acquiring English.
Curated OER
Running for Public Office
Students engage in the election process. In this public office lesson, students review the election and campaign process then design a campaign for their own selected office election using provided guidelines and links.