Course curriculum

  • 1

    Basic Bootcamp Tax Training

    • Part 1: Basic Terminology — Intro and Basics

    • Part 1: Basic Terminology — 1040 Overview and the Tax Formula

    • Part 1: Basic Terminology — Who Must File

    • Part 1: Basic Terminology — Filing Status

    • Review Questions: Filing Status

    • Part 1: Basic Terminology — Question 5

    • Part 1: Basic Terminology — W-2 Overview

    • Part 1: Basic Terminology — In-Class Problem 1

    • Part 1: Basic Terminology — Dependents

    • Review Question: Dependents

    • Part 2: Credits (Refundable and Non-Refundable) — Intro to Credits

    • Part 2: Credits (Refundable and Non-Refundable) — Child Tax Credit (CTC)

    • Part 2: Credits (Refundable and Non-Refundable) — Earned Income Credit

    • Part 2: Credits (Refundable and Non-Refundable) — Education Credits and Deductions

    • Part 2: Credits (Refundable and Non-Refundable) — Due Diligence in Tax Preparation

    • Part 2: Credits (Refundable and Non-Refundable) — Paid Preparer Due Diligence

    • Part 2: Credits (Refundable and Non-Refundable) — Dependent Care Credit

    • Part 2: Credits (Refundable and Non-Refundable) — Retirement Savings Contribution Credit

    • Review Questions

    • Part 3: Health Insurance — Alimony, Medical Expense, and the Affordable Care Act Individual Mandate

    • Part 4: Intro to Income and Source Docs — Employer Based Income

    • Part 4: Intro to Income and Source Docs — Self-Employment Income

    • Part 5: Retirement Income (Unearned) — Retirement Income

    • Part 5: Retirement Income (Unearned) — Social Security

    • Part 6: Investment Income (Unearned) — Interest and Dividends

    • Part 6: Investment Income (Unearned) — Capital Gains

    • Part 7: Deductions: Itemized & QBI — Itemized Deductions

    • Part 7: Deductions: Itemized & QBI — Overview of QBI deduction and Form 8995

    • Part 8: Current Status of Tax Extenders

    • Part 9: Final Review Questions

    • Part 10: Final Federal Update
  • 2

    House Keeping

    • IRS E-File

    • What Can Go Wrong

    • IP PIN

    • IRS e-file and Bank Products
  • 3

    Provide Feedback & Request Your Hours be Reported to the IRS

    • Form to Provide Feedback to Tax Training Vendor - Required for Your 15 CE Hours to be Reported to IRS - Do NOT Skip

    • Form to Report Your 15 CE Hours to the IRS - Required for Your 15 CE Hours to be Reported to IRS - Do NOT Skip