Special Series – 1040 Basics Part 2

This 6-hour mini-series outlines the basics of tax preparation with a step-by-step analysis of Form 1040, U.S. Individual Income Tax Return, and its accompanying schedules. This is a great review course for seasoned preparers, as well as a welcome step-by-step guide for relatively new preparers. We’ll cover filing requirements, filing status, requirements to be a dependent, earned income, unearned income such as investment income, retirement income, social security benefits, income adjustments, itemized deductions, refundable and non-refundable credits, and more. Whether you’ve been around the block a few times or are new to the neighborhood, this is a don’t-miss opportunity to refine your skills and develop new ones.