Quickfinder - Basic Income Tax Preparation for Individuals

This course will give you a solid start in tax preparation, enabling you to complete most standard individual tax returns and research tax issues. This course is ideal for those exploring Refund Anticipation Loan (RAL) processing and short-form preparers.

Major topics in this course include:

Electronic Filing
W-2 & 1099 Forms
Form 1040 (1040 EZ/A)
Client Interview Techniques
Filing Requirements
Filing Status
Exemptions & Dependents
Earned Income Tax Credit
Due Diligence
Child Care amp; Tax Credits
Interest & Dividends
Other Income
Adjustments to Income
Moving Expenses
Itemized Deductions

This is a standalone self-study CPE course. All materials required for course completion are included. No Quickfinder Handbook required.

CPAs, please consult your state's requirements to determine if our course qualifies in your state.