Form 1040: A Hands-On Workshop | CPE Online

Save 20% on webinars, self-study courses, virtual conferences, and subscriptions.  Use code NEWLEAF20 at checkout.

Form 1040: A Hands-On Workshop Webinar

share icon
Link Copied!

Available Formats:

Live Webinar
Self-Study
Live Webinar

$209

CPE Credits: 8 Hours
View Dates
Overview
Objective
Emphasis
View Dates
Overview

This live, hands-on workshop goes beyond traditional CPE instruction to provide an interactive, step-by-step experience completing Form 1040 and related schedules. Our expert instructor will demonstrate real-world examples and guide attendees through common filing scenarios and calculations. You’ll gain practical experience applying current tax rules while reinforcing core concepts and techniques used in individual tax preparation, including how to:

  • Accurately complete Form 1040 and key supporting schedules using the most recent tax rules and forms
  • Identify and apply relevant deductions, credits, and adjustments
  • Avoid common errors and improve review efficiency in individual returns
  • Strengthen confidence and accuracy in real-world tax filing situations
  • Understand the impact of recent tax legislation, including the OBBBA

 

This course qualifies for IRS Continuing Education Credit.

Objective

To provide a practical, line-by-line understanding of Form 1040 and related schedules, equipping CPAs and other finance professionals with the knowledge and confidence to accurately prepare, review, and file individual income tax returns.

Emphasis
  • Filing status, individual tax rates, tax calculations, and child credits
  • Additional Medicare tax and net investment income tax (3.8% healthcare surtax)
  • Schedule D: capital gains and certain dividends
  • Schedule E and supplemental income and loss
  • Other adjustments:
    – Alimony
    – IRA deductions
    – Higher education expenses
    – Self-employed health insurance
  • Charitable contributions and itemized deductions
  • Individual tax credits, exclusions, and non-business energy property credits
  • Miscellaneous itemized deductions and employee business expenses
  • The Pease limitation and personal exemption phase-outs
  • Credit and deduction changes under the OBBBA
  • Alternative minimum tax
  • Family-related tax credits
View Dates
Date Time Subscriptions
Tue, Nov 10, 2026 Code WT115KCPR01026 8:30 AM – 5:00 PM ET Register
Wed, Nov 11, 2026 Code WT115KCPR01126 8:30 AM – 5:00 PM ET Register
Thu, Nov 12, 2026 Code WT115KCPR03026 8:30 AM – 5:00 PM PT Register
Fri, Nov 13, 2026 Code WT115KCPR02026 8:30 AM – 5:00 PM CT Register
Mon, Nov 16, 2026 Code WT115KCPR01226 8:30 AM – 5:00 PM ET Register
Tue, Nov 17, 2026 Code WT115KCPR03126 8:30 AM – 5:00 PM PT Register
Wed, Nov 18, 2026 Code WT115KCPR01326 8:30 AM – 5:00 PM ET Register
Thu, Nov 19, 2026 Code WT115KCPR02126 8:30 AM – 5:00 PM CT Register
Fri, Nov 20, 2026 Code WT115KCPR03226 8:30 AM – 5:00 PM PT Register
Sat, Nov 21, 2026 Code WT115KCPR01426 9:00 AM – 5:30 PM ET Register
Mon, Nov 23, 2026 Code WT115KCPR03326 8:30 AM – 5:00 PM PT Register
Tue, Nov 24, 2026 Code WT115KCPR01526 8:30 AM – 5:00 PM ET Register
Wed, Nov 25, 2026 Code WT115KCPR02226 8:30 AM – 5:00 PM CT Register
Fri, Nov 27, 2026 Code WT115KCPR01626 8:30 AM – 5:00 PM ET Register
Sun, Nov 29, 2026 Code WT115KCPR01726 9:00 AM – 5:30 PM ET Register
Mon, Nov 30, 2026 Code WT115KCPR02326 8:30 AM – 5:00 PM CT Register
Tue, Dec 1, 2026 Code WT115LCPR03026 8:30 AM – 5:00 PM PT Register
Wed, Dec 2, 2026 Code WT115LCPR03126 8:30 AM – 5:00 PM PT Register
Wed, Dec 2, 2026 Code WT115LCPR01026 8:30 AM – 5:00 PM ET Register
Fri, Dec 4, 2026 Code WT115LCPR02026 8:30 AM – 5:00 PM CT Register
Sat, Dec 5, 2026 Code WT115LCPR01126 9:00 AM – 5:30 PM ET Register
Sun, Dec 6, 2026 Code WT115LCPR01226 9:00 AM – 5:30 PM ET Register
Tue, Dec 8, 2026 Code WT115LCPR03226 8:30 AM – 5:00 PM PT Register
Wed, Dec 9, 2026 Code WT115LCPR01326 8:30 AM – 5:00 PM ET Register
Thu, Dec 10, 2026 Code WT115LCPR01426 8:30 AM – 5:00 PM ET Register
Fri, Dec 11, 2026 Code WT115LCPR02126 8:30 AM – 5:00 PM CT Register
Sat, Dec 12, 2026 Code WT115LCPR01526 9:00 AM – 5:30 PM ET Register
Mon, Dec 14, 2026 Code WT115LCPR01626 8:30 AM – 5:00 PM ET Register
Tue, Dec 15, 2026 Code WT115LCPR03326 8:30 AM – 5:00 PM PT Register
Wed, Dec 16, 2026 Code WT115LCPR02226 8:30 AM – 5:00 PM CT Register
Thu, Dec 17, 2026 Code WT115LCPR01726 8:30 AM – 5:00 PM ET Register
Sat, Dec 19, 2026 Code WT115LCPR03426 9:00 AM – 5:30 PM PT Register
Sun, Dec 20, 2026 Code WT115LCPR01826 9:00 AM – 5:30 PM ET Register
Mon, Dec 21, 2026 Code WT115LCPR01926 8:30 AM – 5:00 PM ET Register
Tue, Dec 22, 2026 Code WT115LCPR03526 8:30 AM – 5:00 PM PT Register
Wed, Dec 23, 2026 Code WT115LCPR06026 8:30 AM – 5:00 PM ET Register
Wed, Dec 23, 2026 Code WT115LCPR03626 8:30 AM – 5:00 PM PT Register
Thu, Dec 24, 2026 Code WT115LCPR02326 8:30 AM – 5:00 PM CT Register
Thu, Dec 24, 2026 Code WT115LCPR06126 8:30 AM – 5:00 PM ET Register
Sat, Dec 26, 2026 Code WT115LCPR02426 9:00 AM – 5:30 PM CT Register
Mon, Dec 28, 2026 Code WT115LCPR06226 8:30 AM – 5:00 PM ET Register
Tue, Dec 29, 2026 Code WT115LCPR03726 8:30 AM – 5:00 PM PT Register
Wed, Dec 30, 2026 Code WT115LCPR03826 8:30 AM – 5:00 PM PT Register
Fri, Jan 1, 2027 Code WT115ACPR03027 8:30 AM – 5:00 PM PT Register
Sat, Jan 2, 2027 Code WT115ACPR03127 9:00 AM – 5:30 PM PT Register
Mon, Jan 4, 2027 Code WT115ACPR03227 8:30 AM – 5:00 PM PT Register
Thu, Jan 7, 2027 Code WT115ACPR01027 8:30 AM – 5:00 PM ET Register
Fri, Jan 8, 2027 Code WT115ACPR02027 8:30 AM – 5:00 PM CT Register
Wed, Jan 13, 2027 Code WT115ACPR01127 8:30 AM – 5:00 PM ET Register
Thu, Jan 14, 2027 Code WT115ACPR03327 8:30 AM – 5:00 PM PT Register
Fri, Jan 15, 2027 Code WT115ACPR02127 8:30 AM – 5:00 PM CT Register
Sat, Jan 16, 2027 Code WT115ACPR01227 9:00 AM – 5:30 PM ET Register
Tue, Jan 19, 2027 Code WT115ACPR01327 8:30 AM – 5:00 PM ET Register
Thu, Jan 21, 2027 Code WT115ACPR02227 8:30 AM – 5:00 PM CT Register
Fri, Jan 22, 2027 Code WT115ACPR03427 8:30 AM – 5:00 PM PT Register
Tue, Jan 26, 2027 Code WT115ACPR03527 8:30 AM – 5:00 PM PT Register
Thu, Jan 28, 2027 Code WT115ACPR01427 8:30 AM – 5:00 PM ET Register
Fri, Jan 29, 2027 Code WT115ACPR01527 8:30 AM – 5:00 PM ET Register
Tue, Feb 2, 2027 Code WT115BCPR01027 8:30 AM – 5:00 PM ET Register
Thu, Feb 4, 2027 Code WT115BCPR02027 8:30 AM – 5:00 PM CT Register
Fri, Feb 5, 2027 Code WT115BCPR03027 8:30 AM – 5:00 PM PT Register
Sat, Feb 6, 2027 Code WT115BCPR01127 9:00 AM – 5:30 PM ET Register
Mon, Feb 8, 2027 Code WT115BCPR01227 8:30 AM – 5:00 PM ET Register
Tue, Feb 9, 2027 Code WT115BCPR01327 8:30 AM – 5:00 PM ET Register
Fri, Feb 12, 2027 Code WT115BCPR02127 8:30 AM – 5:00 PM CT Register
Fri, Feb 19, 2027 Code WT115BCPR02327 8:30 AM – 5:00 PM CT Register
Mon, Feb 22, 2027 Code WT115BCPR01427 8:30 AM – 5:00 PM ET Register
Tue, Feb 23, 2027 Code WT115BCPR01527 8:30 AM – 5:00 PM ET Register
Thu, Feb 25, 2027 Code WT115BCPR03127 8:30 AM – 5:00 PM PT Register
Sun, Feb 28, 2027 Code WT115BCPR03227 9:00 AM – 5:30 PM PT Register

Available Formats:

Live Webinar
Self-Study
Live Webinar

$209

CPE Credits: 8 Hours
View Dates

This course is included in the following subscriptions:

Valid Subscriptions:
Not available
Anytime Subscription
Self-Study Subscription
Combo Subscription
Evening/Weekend Subscription

Need more than one course? Upgrade to a subscription and save.

View Subscriptions
Prerequisite
None
Level of Knowledge
Basic
CPE Credits
8 Hours
NASBA Field of Study
Taxes
CPE Subscriptions: A Better CPE Experience
  • Earn all your credits in one place--no more separate providers.  We're your one-stop-shop to complete your CPE requirements fast.
  • General & state-specific ethics courses are included at no additional cost.  (When we say in one place, we mean it!)
  • Convenience meets flexibility with CPE Subscription options that align with your schedule, no matter how busy you are. 

 

Learn More

Related Courses

Choice of Entity Webinar: How the One Big Beautiful Bill (OBBB) May Affect Your Decision
Specialized Taxation
Live Webinar
4 Credits
$149.00
Learn More
Link
Depreciation, Cost Recovery & Capital Planning Webinar
International Taxation
Live Webinar
1 Credit
$69.00
Learn More
Link
Federal Tax Update for the Seasoned Tax Practitioner Webinar
Individual Taxation
Live Webinar
8 Credits
$399.00
Learn More
Link
Financial Planning: Best Practices Webinar
Personal Financial Planning & Investment Management
Live Webinar
8 Credits
$219.00
Learn More
Link
IRS Audit Readiness & Risk Management Webinar
Individual Taxation
Live Webinar
1 Credit
$69.00
Learn More
Link
Overview of the One Big Beautiful Bill Act (OBBBA) Webinar
Individual Taxation
Live Webinar
1.5 Credits
$49.00
Learn More
Link
Qualified Business Income Deduction (Section 199A): A Deeper Dive into Applying IRS Final Regulations & Revenue Procedures Webinar
Individual Taxation
Live Webinar
8 Credits
$199.00
Learn More
Link
Section 199A Deduction of Qualified Business Income: Guide to Applying IRS Final Regulations & Revenue Procedures Webinar
Individual Taxation
Live Webinar
4 Credits
$129.00
Learn More
Link
State Tax, Nexus & Transaction Exposure in Mergers & Acquisitions Webinar
Specialized Taxation
Live Webinar
1 Credit
$79.00
Learn More
Link
Successfully Dealing with the IRS Webinar
Individual Taxation
Live Webinar
2 Credits
$139.00
Learn More
Link

Form 1040: A Hands-On Workshop Self-Study Webinar

share icon
Link Copied!

Available Formats:

Live Webinar
Self-Study
Self-Study

$209

CPE Credits: 11 Hours
Add To Cart
Overview
Objective
Emphasis
Overview

This hands-on self-study workshop goes beyond traditional CPE instruction to provide an interactive, step-by-step experience completing Form 1040 and related schedules. Our expert instructor will demonstrate real-world examples and guide attendees through common filing scenarios and calculations. You’ll gain practical experience applying current tax rules while reinforcing core concepts and techniques used in individual tax preparation, including how to:

  • Accurately complete Form 1040 and key supporting schedules using the most recent tax rules and forms
  • Identify and apply relevant deductions, credits, and adjustments
  • Avoid common errors and improve review efficiency in individual returns
  • Strengthen confidence and accuracy in real-world tax filing situations
  • Understand the impact of recent tax legislation, including the OBBBA

 

This course qualifies for IRS Continuing Education Credit.

Objective

To provide a practical, line-by-line understanding of Form 1040 and related schedules, equipping CPAs and other finance professionals with the knowledge and confidence to accurately prepare, review, and file individual income tax returns.

 

DETAILED LEARNING OBJECTIVES

• Understand the overall structure and flow of Form 1040 and accompanying schedules

• Identify the correct filing status based on taxpayer facts and circumstances

• Determine eligibility for dependency exemptions using Qualifying Child and Qualifying Relative tests

• Apply the standard deduction and recognize situations when itemizing may be advantageous

• Calculate taxable income considering above-the-line and below-the-line deductions

• Recognize which types of income are reported on each schedule including wages, dividends, interest, capital gains, and business income

• Report capital gains and losses using Schedule D and Form 8949

• Calculate self-employment income and self-employment tax using Schedule C and Schedule SE

• Determine allowable adjustments to income such as IRA contributions HSA contributions and educator expenses

• Apply rules for passive activity losses and rental real estate reporting

• Determine eligibility for the Child Tax Credit Earned Income Credit and education credits

• Compute the Child and Dependent Care Credit using Form 2441

• Apply rules for the Premium Tax Credit and reconcile advance payments using Form 8962

• Identify which taxes are reported on Schedule 2 including AMT self-employment tax and additional taxes on retirement accounts

• Determine which credits are reported on Schedule 3 including foreign tax credit education credits and energy credits

• Apply rules for itemized deductions including medical expenses, taxes paid, interest, charitable contributions, and casualty losses

• Calculate allowable medical expense deductions considering the AGI floor

• Determine limitations on state and local tax deductions

• Apply mortgage interest deduction rules including OBBBA updates where applicable

• Identify required documentation for charitable contributions including noncash contributions over 5000

• Apply the exclusion of gain on the sale of a principal residence under Section 121

• Determine when gains from second homes or vacation property are taxable

• Identify retirement distribution rules including RMD requirements and penalties for noncompliance

• Recognize which income is subject to the Net Investment Income Tax

• Determine proper reporting requirements for household employment taxes

• Apply OBBBA updated limits where applicable to deductions credits adjustments and thresholds

• Navigate the instructions and updated forms for the 2025 Form 1040 filing season

• Accurately follow the IRS process for completing each relevant schedule

• Identify common errors in preparation of Form 1040 and how to avoid them

• Strengthen practical tax compliance skills through hands-on form-based exercises

Emphasis
  • Filing status, individual tax rates, tax calculations, and child credits
  • Additional Medicare tax and net investment income tax (3.8% healthcare surtax)
  • Schedule D: capital gains and certain dividends
  • Schedule E and supplemental income and loss
  • Other adjustments:
    – Alimony
    – IRA deductions
    – Higher education expenses
    – Self-employed health insurance
  • Charitable contributions and itemized deductions
  • Individual tax credits, exclusions, and non-business energy property credits
  • Miscellaneous itemized deductions and employee business expenses
  • The Pease limitation and personal exemption phase-outs
  • Credit and deduction changes under the OBBBA
  • Alternative minimum tax
  • Family-related tax credits

Available Formats:

Live Webinar
Self-Study
Self-Study

$209

CPE Credits: 11 Hours
Add To Cart

This course is included in the following subscriptions:

Valid Subscriptions:
Not available
Anytime Subscription
Self-Study Subscription
Combo Subscription
Evening/Weekend Subscription

Need more than one course? Upgrade to a subscription and save.

View Subscriptions
Prerequisite
None
Level of Knowledge
Basic
CPE Credits
11 Hours
NASBA Field of Study
Taxes
CPE Subscriptions: A Better CPE Experience
  • Earn all your credits in one place--no more separate providers.  We're your one-stop-shop to complete your CPE requirements fast.
  • General & state-specific ethics courses are included at no additional cost.  (When we say in one place, we mean it!)
  • Convenience meets flexibility with CPE Subscription options that align with your schedule, no matter how busy you are. 

 

Learn More

Related Courses

Depreciation, Cost Recovery & Capital Planning Self-Study Webinar
International Taxation
Self-Study
1.5 Credits
$69.00
Learn More
Link
Federal Tax Update for the Seasoned Tax Practitioner Self-Study Webcast
Individual Taxation
Self-Study
11 Credits
$399.00
Learn More
Link
Financial Planning: Best Practices Self-Study Webinar
Personal Financial Planning & Investment Management
Self-Study
11 Credits
$219.00
Learn More
Link
IRS Audit Readiness & Risk Management Self-Study Webinar
Individual Taxation
Self-Study
1.5 Credits
$69.00
Learn More
Link
Overview of the One Big Beautiful Bill Act (OBBBA) Self Study Webinar
Individual Taxation
Self-Study
2.5 Credits
$49.00
Learn More
Link
Qualified Business Income Deduction (Section 199A): A Deeper Dive into Applying IRS Final Regulations & Revenue Procedures Self-Study Webinar
Individual Taxation
Self-Study
11 Credits
$199.00
Learn More
Link
Section 199A Deduction of Qualified Business Income: Guide to Applying IRS Final Regulations & Revenue Procedures Self-Study Webinar
Individual Taxation
Self-Study
6 Credits
$129.00
Learn More
Link
State Tax, Nexus & Transaction Exposure in Mergers & Acquisitions Self-Study Webinar
Specialized Taxation
Self-Study
1.5 Credits
$79.00
Learn More
Link
Successfully Dealing with the IRS Self-Study Webinar
Individual Taxation
Self-Study
3 Credits
$139.00
Learn More
Link
Tax Controversy & Dispute Resolution Self-Study Webinar
Individual Taxation
Self-Study
2 Credits
$99.00
Learn More
Link