Course curriculum
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1
Basic Terminology
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Intro and Basics
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1040 Overview and the Tax Formula
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Who Must File
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Filing Status
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Review Questions: Filing Status 2Day
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W-2 Overview
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Dependents
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2
Credits (Refundable & Non-Refundable)
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3
Intro to Income and Earned Income Items
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4
Retirement Income (Unearned)
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5
Investment Income (Unearned)
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6
Deductions: Itemized & QBI
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7
House Keeping
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8
Provide Feedback & Request Your Hours be Reported to the IRS
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9
Annual Inflation Adjustments
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10
New Standard Mileage Rate
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11
Retirement – RRC – Charitable Updates
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12
Current Status of Tax Extenders
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13
ARP Act
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14
Form 1040-X e-File
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15
TaxPro Docs – Virtual Document Capture
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16
Internal Forms & Procedures