Form 1040: A Hands-On Workshop Webinar
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Overview
Constant changes to the tax code make Form 1040 preparation an ongoing adventure. This continually updated webinar gives you the confidence to:
- Prepare tax forms, schedules and worksheets using the most recent forms available
- Gain a working knowledge of tax law
- Understand recent developments affecting individual tax returns
This course qualifies for IRS Continuing Education Credit.
Objective
To give financial professionals a thorough review of, and an update on, Form 1040s. You will survey expiring tax law provisions. You will also examine areas of the form that can cause confusion.
Emphasis
- Impact of the Tax Cuts and Jobs Act on preparation of Form 1040
- Treatment and outlook for expiring tax law provisions
- 3.8% net investment income tax
- 0.9% additional Medicare tax
- Premium tax credit and individual responsibility
- Dependency exemptions and phaseouts
- Kiddie tax and child tax credit
- Education credits and education-related expenses
- Itemized deductions, limitations and phaseouts
- Capital gains tax
- Sale of principal residence
- Treatment of rental activities
- Employee business expenses
- Miscellaneous deductions limitation and exceptions
- Tax credits for adoption, dependent care and other personal tax credits
- Alternative minimum tax and credits
- Pension, retirement and IRA basics
This course is included in the following passes:
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View PassesPrerequisite
None
Level of Knowledge
Basic
CPE Credits
8
Hours
NASBA Field of Study
Taxes