Surgent's Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer

Available Anytime
Location: Online
10Credits
Technical Business
Registration is Open
FICPA Members
$189.00 Regular Price
Nonmembers
$265.00 Regular Price
Product Code: SU24-IITP-SSDL
Level: Basic
Vendor: Surgent
Field of Study: Taxes

Overview:

This course will take new and administrative staff from the most basic concepts to an understanding of individual tax return preparation. Continuously updated for the latest legislation, including the Inflation Reduction Act, American Rescue Plan Act, the Consolidated Appropriations Act of 2021, the CARES Act, the SECURE Act, and the Tax Cuts and Jobs Act of 2017.

Objectives:

  • Learn complicated issues of filing status and dependency exemptions
  • Understand issues with reporting capital gains transactions
  • Complete tax returns, schedules, and worksheets

Major Topics:

  • Effects of recent legislation, including the recently enacted Inflation Reduction Act and the SECURE Act 2.0
  • Filing information, filing status, personal exemptions, dependents, the standard deduction, etc.
  • Dependents and income
  • Wages and salaries
  • Credits, withholding, estimated tax, and basic return preparation
  • Capital gains and losses
  • Itemized deductions

Designed For:

New staff, rusty or those returning to the profession, who desire to prepare individual returns

Prerequisite:

None

Additional Info:

You will receive an email from info@surgent.com with instructions on how to log onto your course shortly.  If you do not receive the email within the hour, please check your spam filter.

For technical support, registration questions or other customer service-related inquiries, please call (800) 778-7436 or email info@surgent.com. Phones are staffed from 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Thursday, and 8:30 a.m. to 4:00 p.m. Eastern Time on Friday.