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Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer (IITP)

  • Format Self-Study Download
  • Credits 10.00
  • Level Basic
  • Field of Study Taxes (10)

Overview

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 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.



Major Topics:

  • Effects of recent legislation, including the recently enacted 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

Learning Objectives:

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

Who should take this course:

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

None

None

Yes

No

No

QAS Approval Surgent
IRS Approval Surgent
CFP Approval Surgent
CTEC Approval Surgent
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