Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals
Friday, Dec. 5, 2025
9 a.m.-5 p.m. Central
8 CPE (8 technical) | 8 IRS CE
Course code: 25WS-1668
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The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff.
Major subjects
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New and expanded energy credits under the Inflation Reduction Act (IRA)
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Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms
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Coverage of Form 7203
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Coverage of Section 199A qualified business income, its calculation, limitations, and examples
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Dividends and interest -- Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.
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Security transactions -- From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues
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Self-employed person issues
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Schedule C deductions including depreciation
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Sale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gains
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A working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax forms
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Itemized deductions -- A thorough understanding of what's deductible and what's not
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Interest deductions -- Limitations and timing problems
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Charitable contributions substituting for taxes, IRS says -- No!
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Retirement contributions and education credits and deductions
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Tax computations -- The Kiddie Tax, AMT, regular tax, tax credits
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Individual problems illustrated by form preparation for various items, with numerous "practice tips"
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Impact of recent legislation and forms changes on the 1040
Learning objectives
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Learn complicated issues of filing status and dependency exemptions
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Learn about Schedules A, B, C, D, E, and SE; Forms 8867, 4797, and 4562; passive rules and more
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Complete comprehensive problems related to Schedules A, C, and D; QBI, 4797, 6251, and more, all with "filled-in" forms
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Learn about IRA contributions, self-employed retirement plans, child-care credits, and the adoption tax credit
Who should take this program?
- New staff and paraprofessionals who prepare individual returns
Pricing
|
Standard Member Fee |
$279.00
|
 Standard Nonmember Fee |
$279.00
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