March 23, 2027

Webinar

4 CPE Credits

Webinar (CPA Crossings): Fundamentals of Form 1040 -- Individual 🗓️

March 23, 2027
Webinar
4 CPE Credits

Webinar (CPA Crossings): Fundamentals of Form 1040 -- Individual 🗓️

  • Instructor

    Mary Jane
    Hourani

This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding of the foundation of personal tax returns. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

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’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
 

Major Topics

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

CPE Credits Available

4 CPE Credits
4
Taxes

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Income Tax
  • Individual Tax
  • Tax

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, EAs, tax professionals, paralegals, financial planners

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 149 149
    Join

  • COCPA Non-Member

    $ 194 194
    Your Price

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