Course curriculum

  • 1

    The Professional Tax Preparer Program Update

    • 2021 Changes to the Federal Tax Code
  • 2

    Module 1 - Establishing the Tax Foundation

    • Chapter 1 - Taxpayer

    • Chapter 2 - Wage, Salary & Tips - Form 1099-NEC

    • Chapter 3 – Schedule B – Interest and Dividend Income

    • Chapter 4 – Schedule C-EZ and Schedule F – Business and Farm Income (and Loss)

    • Chapter 5 – Form 8949 and Schedule D – CAPITAL GAIN (OR LOSS)

    • Chapter 6 – Retirement Income

    • Chapter 7 - Schedule E Income (or loss) from Rental Property/Royalties/Partnerships and S Corporations/Estates and Trusts

    • Chapter 8 – Other Types of Income

    • Chapter 9 – Occupational Adjustments

    • Chapter 10 – Retirement, Educational and Other Personal Adjustments
  • 3

    Module 2 - Becoming the 1040 Expert

    • Chapter 1 – Schedule A – Standard vs. Itemized Deductions

    • Chapter 2 – Schedule A – Itemized Deductions, Part B

    • Chapter 3 – Itemized Deductions, Part C

    • Chapter 4 – Calculating the Tax

    • Chapter 5 – Non-Refundable Credits, Part A

    • Chapter 6 – Non-Refundable Credits, Part B

    • Chapter 7 – Other Taxes

    • Chapter 8 – Payments and Refundable Credits

    • Chapter 9 – Closing the Return
  • 4

    Final Exam and Printable Manual

    • 2021 Changes to the Federal Tax Code Final Exam

    • Revised January 2021