Customer Service: 800-778-7436     

To access your product click the Log In link at the top right of the screen. Once inside your account, you will be able to access your Packages, Self-Study Product, and Webinar Registrations.

Sign In to Your Surgent Account

Forgot Username or Password | Register for an Account

1040 Individual Tax Tune-Up (ITTU)

  • Format Live Seminar
  • Credits 8
  • Level Update
  • Field of Study Taxes (Technical) (8)

To register for a live seminar, visit the sponsoring state society’s website.

See Locations for this Course


This 2-day course is the go-to for a broad spectrum of highlights regarding individual return preparation. We will cover the implications on individual clients of new tax legislation. We’ll also address this year’s key revenue rulings, procedures, and case law, with practical tips and insights to help you have your most successful season ever.

Major Topics

  • A tour of the most recent forms changes, starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on tax legislation
  • Individual tax issues – Review of important new practice issues and regulations
  • Navigating the New Normal: COVID-19 legislation
  • New tax credit due to reconciliation of Economic Impact Payments
  • New above-the-line (partial) deduction for charitable contributions. 100% AGI threshold for qualified contributions
  • New (Retroactive) Schedule 1 adjustment for excess deductions on termination
  • "Back to the future": kiddie tax back to pre-2018 treatment for 2020
  • Proposed regulations clarify the definition of a “Qualifying Relative”
  • Retirement distributions, new rules in the SECURE Act, and new options in the CARES Act
  • The TCJA made many changes in 2018, which may be open for amending in 2020 due to the CARES Act: NOL, 461(L)
  • Increasing oversight of paid tax return preparers
  • Hot, hidden, or miscellaneous developments affecting the upcoming tax season
  • Advanced cases and practice issues
  • Things your parents taught you?  Sometimes Life Doesn’t Seem Fair.
  • Housekeeping – I won the lottery…the audit lottery
  • The numbers applicable to this year’s tax filings
  • Impact of recent legislation and forms changes on the 1040

Learning Objectives

  • Maintain a broad understanding of the hot issues and changes in individual tax preparation
  • Understand a “hodge-podge” of practice issues affecting preparers of individual tax returns

Who should take this course:

All tax practitioners who need the latest information on tax changes affecting their individual clients

Experience in individual tax planning








Thank You!



QAS Approval Surgent IRS Approval Surgent CFP Approval Surgent CTEC Approval Surgent
CPE Webinars
CPE Webinars

Thank You!

Thank You! Your subscription has been submitted.