Course curriculum
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1
Basic Bootcamp Tax Training
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Part 1: Basic Terminology — Intro and Basics
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Part 1: Basic Terminology — 1040 Overview and the Tax Formula
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Part 1: Basic Terminology — Who Must File
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Part 1: Basic Terminology — Filing Status
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Review Questions: Filing Status
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Part 1: Basic Terminology — Question 5
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Part 1: Basic Terminology — W-2 Overview
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Part 1: Basic Terminology — In-Class Problem 1
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Part 1: Basic Terminology — Dependents
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Review Question: Dependents
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Part 2: Credits (Refundable and Non-Refundable) — Intro to Credits
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Part 2: Credits (Refundable and Non-Refundable) — Child Tax Credit (CTC)
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Part 2: Credits (Refundable and Non-Refundable) — Earned Income Credit
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Part 2: Credits (Refundable and Non-Refundable) — Education Credits and Deductions
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Part 2: Credits (Refundable and Non-Refundable) — Due Diligence in Tax Preparation
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Part 2: Credits (Refundable and Non-Refundable) — Paid Preparer Due Diligence
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Part 2: Credits (Refundable and Non-Refundable) — Dependent Care Credit
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Part 2: Credits (Refundable and Non-Refundable) — Retirement Savings Contribution Credit
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Review Questions
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Part 4: Intro to Income and Source Docs — Employer Based Income
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Part 4: Intro to Income and Source Docs — Self-Employment Income
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Part 5: Retirement Income (Unearned) — Retirement Income
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Part 5: Retirement Income (Unearned) — Social Security
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Part 6: Investment Income (Unearned) — Interest and Dividends
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Part 6: Investment Income (Unearned) — Capital Gains
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Part 7: Deductions: Itemized & QBI — Itemized Deductions
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Part 7: Deductions: Itemized & QBI — Overview of QBI deduction and Form 8995
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Part 8: Current Status of Tax Extenders
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Part 9: Final Review Questions
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Part 10: Final Federal Update
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2
House Keeping
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IRS E-File
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What Can Go Wrong
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IP PIN
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IRS e-file and Bank Products
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3
Provide Feedback & Request Your Hours be Reported to the IRS
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Form to Provide Feedback to Tax Training Vendor - Required for Your 15 CE Hours to be Reported to IRS - Do NOT Skip
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Form to Report Your 15 CE Hours to the IRS - Required for Your 15 CE Hours to be Reported to IRS - Do NOT Skip
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Forms Coming Soon Once 3 New IRS Training is Updated in December
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