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10 CPE Credits

Surgent's Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer

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10 CPE Credits

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This is a text-based course. To receive credit, you are required to review all content and achieve a minimum score of 70% on the final exam.

 This course will take new and administrative staff from the most basic concepts to an understanding of individual tax return preparation. Continuously updated for the latest legislation, including the SECURE Act 2.0, the Inflation Reduction Act, American Rescue Plan Act, the Consolidated Appropriations Act of 2021, the CARES Act, the SECURE Act, and the Tax Cuts and Jobs Act of 2017.

Learning Objectives

  • Learn complicated issues of filing status and dependency exemptions
  • Understand issues with reporting capital gains transactions
  • Complete tax returns, schedules, and worksheets

Major Topics

  • Effects of recent legislation, including the recently enacted One Big Beautiful Bill Act, the Inflation Reduction Act, and the SECURE Act 2.0
  • Filing information, filing status, personal exemptions, dependents, the standard deduction, etc.
  • Dependents and income
  • Wages and salaries
  • Credits, withholding, estimated tax, and basic return preparation
  • Capital gains and losses
  • Itemized deductions

CPE Credits Available

10 CPE Credits
10
Taxes

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Enrolled Agent - IRS Credit Eligible
  • Individual Tax

Prerequisites

None

Advanced Preparation

None

Intended Audience

New staff, rusty or those returning to the profession, who desire to prepare individual returns

Provider

Surgent CPE

This can not be purchased at this time.