Customer Service: 800-778-7436     

    Log In to Your Surgent Account

    Forgot?
    Forgot?

    Register for an Account

Sign In to Your Surgent Account

Forgot Username or Password | Register for an Account

Choose CPE Format:

Live WebinarSELECT

There are currently no upcoming dates scheduled for this webinar. Please fill out this short form to be notified when this webinar is next available. 

FIRST NAME
LAST NAME
EMAIL ADDRESS
COMMENTS (OPTIONAL)
Self-StudySELECT STARTING AT $225

Downloadable PDF

Credits: 16

Qualifies For:

$225

Textbook

Credits: 16

Qualifies For:

$240
Get this course FREE with an Unlimited Package! Learn More

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.

Individual Income Tax School (SITS)

  • Customer Rating
  • Field of Study
    Taxes
  • Level
    Basic
  • Credits
    16
  • Qualifies for

    IRS CPE

Overview

This course will take new and administrative staff from the most basic concepts to a full understanding of individual tax return preparation -- just in time for the crunch of busy season! Updated for impacts of the Protecting Americans Against Tax Hikes (PATH) Act of 2015.

Major Topics:

  • Effects of recent legislation
  • Filing information, filing status, personal exemptions, dependents, the standard deduction, etc.
  • Wages and salaries
  • Interest income, dividend income, mutual funds, Social Security
  • Figuring tax
  • Basic income tax preparation -- From Form 1040A to Form 1040 
  • Capital gains and losses
  • Medical and dental expenses, charitable contributions
  •  IRA contributions and distributions
  • Distributions from qualified retirement plans, pensions, and annuities
  • Profit and loss from business or profession and self-employment tax
  • Unreimbursed employee business expenses -- Form 2106
  • Depreciation
  • Rental income and expenses
  • How the Affordable Care Act affects tax returns

Learning Objectives

  • Learn complicated issues of filing status and dependency exemptions
  • Understand issues with reporting capital gains transactions
  • Complete targeted comprehensive problems related to Schedule A, Schedule C, Schedule D, Form 4797 and Alternative Minimum Tax
  • Overview of passive activity rules
  • 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

Loading...

Loading...

Thank You!

YOU HAVE ADDED THE FOLLOWING TO YOUR CART:


Loading...

Thank You!

Thank You! Your request has been submitted.



Get More with a Surgent CPE package

Self-Study Library Package

  • Unlimited 24/7 access to 200+ downloadable self-study courses

  • Courses range from 2-20 credits

  • Provides online grading & CPE certificates by email

$499

Learn More

Unlimited Webinar Package

  • Unlimited access to all non-premium live CPE webinars

  • Includes 1-, 2-, 3-, 4-, and 8-hour webinars, including Saturday and evening options

  • Access through 12/31/16

$649

Learn More

Unlimited Plus Package

  • Unlimited access to ALL live CPE webinars

  • Includes all premium courses and virtual conferences

  • Unlimited 24/7 access to all self-study courses

  • Includes all on-demand webcasts Access for a year from purchase date

  • Unlimited 24/7 access to all self-study courses

$849

Learn More
  • CPE Continuing Professional Education for CPAs

  • IRS Continuing Education for EAs and the AFSP program

  • CFP Accepted by the CFP® Board

  • YB YellowBook Continuing Education

Explore Additional Courses by Topic

SURGENT IS APPROVED AS A PROVIDER OF CONTINUING EDUCATION BY:

Thank You!

Thank You! Your subscription has been submitted.