Course curriculum

  • 1

    Basic Terminology

    • Intro and Basics

    • 1040 Overview and the Tax Formula

    • Who Must File

    • Filing Status

    • Review Questions: Filing Status 2Day

    • W-2 Overview

    • Dependents

  • 2

    Credits (Refundable & Non-Refundable)

  • 3

    Intro to Income and Earned Income Items

  • 4

    Retirement Income (Unearned)

  • 5

    Investment Income (Unearned)

  • 6

    Deductions: Itemized & QBI

  • 7

    House Keeping

  • 8

    Provide Feedback & Request Your Hours be Reported to the IRS

  • 9

    Annual Inflation Adjustments

  • 10

    New Standard Mileage Rate

  • 11

    Retirement – RRC – Charitable Updates

  • 12

    Current Status of Tax Extenders

  • 13

    ARP Act

  • 14

    Form 1040-X e-File

  • 15

    TaxPro Docs – Virtual Document Capture

  • 16

    Internal Forms & Procedures