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Downloadable PDF

Credits: 10

Qualifies For: IRS

$99

Textbook

Credits: 10

Qualifies For: IRS

$119

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Credits: 10

Qualifies For: IRS

$109
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Selected Issues in Preparation of 1040 Individual Income Tax Returns (SIPI)

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

    IRS CPE

Overview

This course provides new staff accountants, data processing employees, para-professionals, and bookkeepers a study into some of the more complicated issues they may face in tax return preparation. Updated for impacts of the Protecting Americans Against Tax Hikes (PATH) Act of 2015.

Major Topics:

  • Preparation of various Form 1040 individual tax returns and schedules; provided answers include 'filled-in' forms
  • How the Affordable Care Act affects tax returns
  • Self-employed person issues including Schedule C deductions and detailed case
  • Depreciation deductions including Section 179, bonus depreciation and MACRS deductions
  • Sale of depreciable assets used in a trade or business
  • How to handle rental property and how the passive loss rules flow to the tax forms
  • IRA contributions and distributions
  • Distributions from qualified retirement plans, pensions, and annuities
  • Retirement contributions and education credits and deductions
  • Tax computations including the Alternative Minimum Tax
  • Individual problems illustrating form preparation for various items
  • Impact of recent legislation and forms changes on the 1040

Learning Objectives

  • Complete a comprehensive problem related to Schedule C of the Form 1040
  • Have an overview of passive activity rules
  • Complete a comprehensive Form 1040 including Alternative Minimum Tax
  • Learn about IRA contributions and self-employed retirement plans
  • Complete a comprehensive problem related to computation of an individual’s federal income-tax liability including the Alternative Minimum Tax, with filled-in forms.

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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