Staff Tax Training: Individuals (Form 1040)
Multi-day course:
Tuesday, Aug. 4-Thursday, Aug. 6, 2026
10 a.m.-5:30 p.m. Central
24 CPE (24 technical)
Course code: 26WC-0281
View pricing
- Tuesday, June 2-Thursday, June 4, 2026 - Webinar
This three-day training course is taught using a hands-on methodology and provides a comprehensive understanding of the federal income tax laws applicable to individuals. The session includes a comprehensive case study (using actual W-2s, 1099s, 1098s, K-1s, etc.). Participants will walk through the preparation of Form 1040 and related tax schedules, learning complex income tax law. Each attendee will receive a comprehensive individual income tax reference manual that includes practice aids, real-world examples, new Federal income tax forms and schedules, and Pat Garverick's Quick Reference Chart.
Major subjects
-
An extensive review of the individual income tax laws with an emphasis on any new legislative changes and Form 1040 (and related schedules) preparation issues
-
Walk through the detailed 20% qualified business income (QBI) deduction computation and Form 8995/8995-A
-
Form 1040'gross income items including wages, interest & dividends (Schedule B), alimony, refunds, unemployment compensation, pension, IRA's, social security and other miscellaneous income items
-
Schedule A'allowable itemized deductions & changes after the TCJA
-
Schedule C and F'trade or business income and deductions
-
Form 4562'depreciation, amortization and Section 179 expense
-
Schedule D'sales of capital assets and personal residences
-
Form 4797'sale of trade or business property, including the ordinary income recapture rules under IRC Section 1245 and Section 1250
-
Schedule E'rentals, passive activities and flow-through entities K-1s
-
Adjustments to gross income, including IRAs, SEPs, SIMPLEs, HSAs, tuition and fees, alimony paid, student loan interest and self-employed health insurance deduction
-
Overview of the various taxes, including income, capital gain, self-employment, household employee, kiddie taxes, AMT and 3.8% net investment income tax
-
Selected tax credits (e.g., child tax, dependent care and education)
Learning objectives
-
Understand a majority of the Federal income tax laws applicable to most individuals (i.e., theory) and apply this from a tax-form perspective
-
Prepare a complete Form 1040 individual income tax return and related schedules with minimal review points
Who should take this program?
- Tax return preparers, staff accountants, and paraprofessionals with little or no experience; retired public accountants that seek a comprehensive basic individual income tax course
Pricing
|
Standard Member Fee |
$879.00
|
 Standard Nonmember Fee |
$1,169.00
|
MNCPA members save $290.00. Become a member.
Our records indicate
you are a
nonmember.
If you register, you will be charged
$1,169.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
