Find key boxes on a W-2 form
When to use this goal
For students who worked during the year and will receive a W-2 in January. Needs reading a dense form with support; present levels decide fit, not grade. Filing taxes stays with the family or a free tax help site.
- Baseline
- Give 2 or 3 short probes with real-looking documents at the student's reading level, allowing the calculator the student will use as an adult. Score each item right or wrong and note the error type (reading the document, choosing the operation, or calculation).
- Tips
- Teach that the W-2 is kept with important papers and given to whoever helps with filing. Free filing help sites can be part of a community-access trip.
- Limits
- Not tax advice and not a filing goal. Students with several jobs will have several forms.
Original IEP Atlas template based on general measurement principles; not copied from any goal bank. ID tn-pf-020.
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Goal
By the annual IEP review date, given a sample W-2 form and questions about wages, federal tax withheld, the employer, and the tax year, the student will find the box that answers each question and read the amount or name independently with at least 80% accuracy on W-2 questions, in 3 of 4 consecutive biweekly probes, as measured by work-sample analysis collected every two weeks during tax season.
Baseline: 35% accuracy.
- Condition
- Observable behavior
- Criterion
- Measurement method
Measurability check11 of 11 met
Met: Observable behavior. Stated as an action.
Met: Condition. Stated.
Met: Unit fits the behavior. Percent accuracy fits this behavior.
Met: Explicit criterion. Number and unit stated.
Met: Mastery rule and schedule. Both stated.
Met: Method produces the metric. Work-sample analysis gives percent accuracy data.
Met: Review timeframe. Stated.
Met: Baseline and target compatible. Same unit, change in the right direction.
Met: Aligned with area of need. Still about Personal Finance & Money Management.
Met: Level of support. Defined.
Met: Blanks filled in. Nothing left to fill in.
Checks structure and wording only. Whether the goal fits the student is the team's call.
Short-term objectives (optional)
When are objectives required?Required for students on alternate assessments (34 CFR §300.320(a)(2)(ii)); some states require them for everyone.
Paste into your IEP system
Most district systems have a separate box for each part of a goal. Copy them one at a time, or all at once as labeled text.
- Area of need
- Transition & Postsecondary Skills - Personal Finance & Money Management
- Baseline
- 35% accuracy.
- Annual goal399 characters
- By the annual IEP review date, given a sample W-2 form and questions about wages, federal tax withheld, the employer, and the tax year, the student will find the box that answers each question and read the amount or name independently with at least 80% accuracy on W-2 questions, in 3 of 4 consecutive biweekly probes, as measured by work-sample analysis collected every two weeks during tax season.
- Timeframe
- By the annual IEP review date
- Condition
- Given a sample W-2 form and questions about wages, federal tax withheld, the employer, and the tax year
- Behavior
- The student will find the box that answers each question and read the amount or name independently
- Criteria
- With at least 80% accuracy on W-2 questions, in 3 of 4 consecutive biweekly probes
- Evaluation method
- Work-sample analysis
- Schedule
- Every two weeks during tax season
Copied as plain text, with straight quotes and plain dashes.
Matching data sheet
Accuracy tracker. Records number correct and number attempted.
Accuracy tracker
Percent accuracy- Student label:
- Target:
- with at least 80% accuracy on W-2 questions
- Mastery rule:
- in 3 of 4 consecutive biweekly probes
- Collection schedule:
- every two weeks during tax season
- Method:
- Work-sample analysis
- Data collector:
Goal: By the annual IEP review date, given a sample W-2 form and questions about wages, federal tax withheld, the employer, and the tax year, the student will find the box that answers each question and read the amount or name independently with at least 80% accuracy on W-2 questions, in 3 of 4 consecutive biweekly probes, as measured by work-sample analysis collected every two weeks during tax season.
| Date | Task / materials | # correct | # attempted | % accuracycorrect ÷ attempted × 100 | Support levele.g., independent, 1 verbal prompt | Notes |
|---|---|---|---|---|---|---|
Preview shows 4 of 12 rows.
- Score only items the student attempted unless the goal defines a fixed set of items. Use the same denominator every session.
- Percent = numerator ÷ denominator × 100. Round to one decimal place.
- Record the support actually provided, even if the goal is independent performance.
The CSV opens in Excel or Google Sheets, with formulas. Sheets print blank; no student data is stored.