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Advanced Technical Tax Forms Training – Form 1040 Issues (ATFI)

  • Format In-Firm Training
  • Credits 8
  • Level Advanced
  • Field of Study Taxes (8)

To Schedule In-Firm Training, please contact us:


Experienced staff can get bogged down in busy season with advanced practice and reporting issues. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes several advanced cases with "filled-in" forms provided with the complete answers.

Major Topics

  • What's NEW for this year -- Aimed at higher level staff issues and planning
  • Advanced practice, basis, reporting, and gift issues intertwined with advanced planning and discussion ideas
  • Form 8867, Changes for 2017
  • Form 1098, Even more new information required in 2017
  • Form 6198 – At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant
  • Form 982 – Reduction of tax attributes due to discharge of indebtedness (and §1082 basis adjustment); in light of the recession, real estate spiral and mortgage crisis of recent years, this form is essential to understand
  • Form 6252 – Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain & tax basis of reacquired property
  • Form 5329 – Additional Taxes on Qualified Plans: Advanced study of how to avoid penalties associated with distributions from retirement plans
  • Form 6251 – Detailed case study and discussion on the adjustments and preferences associated with alternative minimum tax, including discussion of proper treatment of incentive stock options

Learning Objectives

  • Recognize and understand how to handle advanced technical issues which arise in a professional practice and in preparing individual tax returns
  • Discuss the tax forms for selected issues, with “filled-in” forms for “advanced” examples

Who should take this course:

CPAs in public accounting who prepare or review complex 1040 returns


Basic- to intermediate-level experience in preparing Form 1040








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