Independent Living Program - Florida's Center for Child Welfare

INCOME TAXLearning Goals Expectations Activities31. Can complete theappropriate tax form(s).a. Identify the documents necessary forcompleting the tax form (local, state andfederal).b. Explain the terms on the tax form.c. Complete the tax form with supervision.d. Complete the tax form without supervision.e. File the tax form.Ready, Set, Fly! Taxes #3.Bank Rate, Choosing the Correct Form -http://www.bankrate.com/brm/itax/Edit/basics/filing_return/basic_4a.aspInternal Revenue Service, Sample Tax Forms –http://www.irs.ustreas.gov/formspubs/index.htmlUnderstanding Taxes –http://www.irs.gov/app/understandingTaxes/index.jspBANKING AND CREDITLearning Goals Expectations Activities32. Knows and understandsthe services provided byfinancial institutions.a. Identify the financial institutions available inthe community (e.g., banks, credit unions,savings and loan).b. Describe and compare the services available.c. Identify the financial institutions offering thebest deals on fees and interest.I Can Do It, Using Banks, p. 7-8; 10.I Know Where I am Going, Part I, C. 5, Taking It to the Bank,p. 40-61.I’m Getting Ready, Choose a Bank, M-12.Money Pals, Part I, C. 4, Taking It to the Bank, p. 36-44.Ready, Set, Fly! Banking #1.33. Knows and understandselectronic banking.a. Explain the pros and cons of electronicbanking (e.g., ATM, on-line services) andrelated fees.b. Describe how to make deposits, pay bills,transfer funds, and monitor balanceelectronically.I’m Getting Ready, Different Ways to Pay Your Bills, M-11.I Know Where I am Going, Part I, C. 5, Taking It to the Bank,p. 40-61.Making It on Your Own, Electronic Banking, p. 92.Money Pals, Part I, C. 4, Taking It to the Bank, p. 36-44.PAYA, Module 1, ATM, p. 87-88.Banking on Our Future –http://www.bankingonourfuture.org/master.cfm/main/homePractical Money Skills –http://www.practicalmoneyskills.com/english/at_home/consumers/banking/Life Skills Guidebook 94©2004 by Casey Family Programs.