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Individual Income Tax School (SITS)

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Self-Study SELECT STARTING AT $225 (On Demand)

Downloadable PDF

Credits: 16

Qualifies For: IRS CPE

$225

Textbook

Credits: 16

Qualifies For: IRS CPE

$240

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

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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