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

Choose CPE Format:

Self-Study SELECT STARTING AT $89 (On Demand)

Downloadable PDF

Credits: 10

Qualifies For: IRS CPE

$89

Textbook

Credits: 10

Qualifies For: IRS CPE

$99
Presentation flowed logically. I found course material to be comprehensive without getting bogged down in minutia.
Robert R.

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

  • Customer Rating
    (21)
  • Field of Study
    Taxes
  • Level
    Basic
  • Credits
    10
  • Qualifies for

    IRS CPE

Overview

This course will take new and administrative staff from the most basic concepts to an understanding of individual tax return preparation. Updated for impacts of the Tax Cuts and Jobs Act of 2017.

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, Form 1040 and Schedules 1 – 6
  • Capital gains and losses
  • Medical and dental expenses, charitable contributions
  • Distributions from qualified retirement plans, pensions, and annuities
  • Depreciation
  • Preparation of Schedules A, B, C, D, E, and more

Learning Objectives

  • Learn complicated issues of filing status and dependency exemptions
  • Understand issues with reporting capital gains transactions
  • Complete several tax returns; many schedules and worksheets, answers with filled-in forms are provided.

Designed for:

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

Prerequisite:

None

Advanced Preparation:

None

Interested in bringing this course into your firm?

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