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Self-StudySELECT STARTING AT $99

Downloadable PDF

Credits: 10

Qualifies For:

$99

Textbook

Credits: 10

Qualifies For:

$119

On-Demand Webcast

Credits: 10

Qualifies For: IRS

$109
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  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

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Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer (IITP)

  • Customer Rating
  • Field of Study
    Taxes
  • Level
    Basic
  • Credits
    10
  • Qualifies for

    CPE

Overview

This course will take new and administrative staff from the most basic concepts to an understanding of individual tax return preparation - just in time for the crunch of busy season!

Major Topics:

  • Preparation of various Form 1040 individual tax returns and schedules; provided answers include 'filled-in' forms
  • Filing information, filing status, personal exemptions, dependents, the standard deduction, etc.
  • Wages and salaries
  • Dividends and interest -- Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.
  • Security transactions -- From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues
  • Figuring tax, including regular tax, Net Investment Income and the tax on minor children with investment income
  • Basic income tax preparation -- From 1040A to Form 1040
  • Medical and dental expenses, charitable contributions
  • Interest deductions
  • Miscellaneous itemized deductions
  • Individual problems illustrating form preparation for various items
  • Impact of recent legislation and forms changes on the 1040

Learning Objectives

  • Learn complicated issues of filing status and dependency exemptions
  • Understand issues with reporting capital gains transactions
  • Complete an introductory problem related to Form 1040A
  • Complete a comprehensive problem related to Form 1040
  • Complete a comprehensive problem related to Schedule A -- Itemized Deductions
  • Complete a comprehensive tax return; answers with filled-in forms are provided.

Who should take this course:

Designed for:

New staff, rusty or those returning to the profession, who desire to prepare individual returns

Prerequisite:

None

Advanced Preparation:

None

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