Fundamentals of the 1040 for Junior Staff (C69509)

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Cancellation Policy

*Please note that this course is from a third-party vendor, ACPEN. We strongly recommend registering no later than 24 hours before the course begins.
Please contact Anne Taylor if you do not receive the event logistics via email at least 24 hours before the course begins: [email protected] or 1-877-602-9877.
Thank you.

If you register less than 20 minutes before the event your access to the event may be delayed.

Date(s):

10/15/2025

Registration Open:

12:00 AM - 10:00 AM

Time:

10:00 AM - 6:00 PM

Facility:

 Online

Meeting Type:

Courses

CPE Credit:

8.00

Field(s) Of Study:

Taxes (8.00)

Level of Knowledge:

Basic

Price:

Member: $345.00
Nonmember: $445.00

Individual Discounts:

Not Available

Group Discounts:

Not Available

Overview

  • Identify preparer responsibilities, including due diligence and ethical obligations
  • Determine the correct filing status and eligibility of dependents based on tax law
  • Recognize and classify taxable income sources, including wages, self-employment, rental income, and investment income
  • Differentiate between standard and itemized deductions and apply the correct deduction to a taxpayer&rsquo:s return
  • Calculate refundable and nonrefundable tax credits, including the Earned Income Tax Credit (EITC) and Child Tax Credit (CTC)
  • Analyze Schedule C to determine business income, deductions, and self-employment tax implications
  • Evaluate rental income and pass-through entity reporting on Schedule E and Schedule K-1
  • Interpret Form 7203 to determine shareholder stock and debt basis for S corporations
  • Apply Form 7217 for capital construction funds and deferred tax liability reporting
  • Implement best practices for taxpayer data security and confidentiality

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Speaker(s)

Prerequisites

Basic knowledge of tax preparation concepts