Fundamentals of Form 1040 -- Individual (C74623)

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Cancellation Policy

Please note that this webinar Is from a third party vendor, CPA Crossings. We strongly recommend registering no later than one-hour before the webinar begins. Please contact CPA Crossings webinar hotline if you do Not receive your webinar invitation via email within five minutes after registering:  877-370-2220 ext. 1. Thank you.

Date(s):

05/15/2026

Registration Open:

12:00 AM - 1:00 PM

Time:

1:00 PM - 5:00 PM

Facility:

 Online

Meeting Type:

Webinars

CPE Credit:

4.00

Field(s) Of Study:

Taxes (4.00)

Level of Knowledge:

Basic

Price:

Member: $149.00
Nonmember: $169.00

Individual Discounts:

Not Available

Overview

After attending this presentation, you will be able to...

  • Identify preparer responsibilities including due diligence and ethical obligations
  • Determine the correct filing status and eligibility of dependents based on tax law
  • Classify taxable income sources, including wages 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)
  • Implement best practices for taxpayer data security and confidentiality
  • Apply IRS compliance rules under Circular 230
  • Understand key legislative updates affecting individual tax returns
 :

Highlights

The major topics that will be covered in this course include:

  • Form 1040 essentials: filing requirements, due dates, and key schedules
  • Filing status, dependency rules, and taxable income sources (wages, investment income)
  • Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits)
  • Preparer due diligence, Circular 230 compliance and taxpayer rights
  • IRS cybersecurity considerations and best practices for taxpayer data security
  • Legislative updates

Speaker(s)

Prerequisites

None