Basic Tax Preparation Fundamentals

Duration: 12 CE Hours | Level: Beginner
 
Master the fundamentals of individual tax return preparation with this foundational course designed for new tax preparers. Learn to accurately complete Form 1040 and common schedules
while understanding filing status, standard deductions, credits, and basic tax calculations.
 
Topics Covered:
● Understanding Form 1040 and its components
● Filing status determination and dependency rules
 
● Income types: W-2 wages, interest, dividends, retirement  
    distributions
● Standard vs. itemized deductions
● Common tax credits: Child Tax Credit, Earned Income Credit,  
    education credits
● Tax withholding and estimated tax payments
● Refunds, balances due, and payment options
● Basic tax software navigation and e-filing
 
Learning Outcome: Participants will confidently prepare straightforward individual tax returns, identify common tax situations, and apply fundamental tax law principles to real-world scenarios.

This course is taught by live instruction and is only available during the date and time below:

Course Date: 11/15   (10:00AM–6:00PM) Only

*Once payment has been made, please allow 24-48 hours to be emailed a Zoom link and Passcode to your registered email address