Help  |  Pay an Invoice  |  My Account  |  CPE Log  |  Log in

23SS-0237: Surgent's Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer (Self-Study)

Valid for one year from purchase date
Self-study - Downloadable PDF
10 CPE (10 technical)  |  10 IRS CE

If the organization paying for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

Add to cart

Alternate dates & more options

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 subjects

  • Effects of recent legislation, including the recently enacted Inflation Reduction Act
  • 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 objective(s)

  • 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 program?

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

Fees

Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $89.00
checkmark Standard Nonmember Fee $89.00

More program information

Area
of study
Taxation
Field(s)
of study
Taxes - Technical (10.0)
Level Basic
Format Self-study - Downloadable PDF
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. None
Advance
prep
None

If the organization paying for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

Add to cart

Not a member? Join the MNCPA to start saving on CPE and accessing members-only benefits.

Search CPE catalog