Course curriculum

  • 1

    BEFORE YOU START

  • 2

    Unit 1: Introduction to Tax Returns

    • Overview of Tax Return Processes

    • First Steps to Filing Tax Returns as an Accountant

    • QUIZ #1
  • 3

    Unit 2: The first mistakes

    • First Mistakes

    • Incorrect Calculations of Credits:

    • QUIZ #2
  • 4

    Unit 3: Who are the dependents?

    • Dependents

    • QUIZ #3
  • 5

    Unit 4: CREDITS

    • Credits

    • QUIZ #4
  • 6

    Unit 5: Common errors according to Taxpayers Advocate

    • Common errors according to Taxpayers Advocate

    • QUIZ #5
  • 7

    Unit 6: Most tax litigated Issues

    • Most Litigated Cases

    • QUIZ #6
  • 8

    Unit 7: Premium tax Credit

    • Premium Tax Credit

    • How the Premium Tax Credit Works:

    • QUIZ #7
  • 9

    Unit 8. Charitable Contributions

    • Charitable Contributions

    • QUIZ #8
  • 10

    Unit 9. IRS Internal Problems

    • IRS Internal Problems

    • E-File vs. Paper Returns:

    • QUIZ #9
  • 11

    Unit 10. Other Frequent mistakes

    • Kiddie tax, Penalties and Interest

    • Other tips for Accountants

    • QUIZ #10
  • 12

    Unit 11. Office in the Home (Deduction)

    • Office in the Home

    • QUIZ #11
  • 13

    Unit 12. Investments

    • Investments and Margin Interest

    • IRC Section 1244 Stock

    • QUIZ #12
  • 14

    Unit 13. Self Employment - Business owner

    • Section 127 - Employer-Provided Educational Assistance

    • Self-Employed Health Insurance Deduction

    • Section 199A - Qualified Business Income Deduction

    • QUIZ #13
  • 15

    Unit 14. Wasted Deductions

    • Wasted Deductions

    • STANDARD DEDUCTION

    • QUIZ #14
  • 16

    Unit 15. Depreciation

    • Depreciation

    • Like-Kind Exchange (IRC 1031) and Involuntary Conversion (IRC 1033)

    • Surviving Spouses and Community Property States

    • Sale of Residence Exclusion (IRC 121)

    • Recapture of Depreciation (Form 4797)

    • QUIZ #15
  • 17

    Unit 16. Tax Deferrals, Carryovers and Elections

    • Tax Deferrals

    • Carryovers

    • Elections

    • New Lesson
  • 18

    Unit 17. Checklists and losses:

    • CHECKLIST

    • HOBBY LOSSES - IRC 183

    • QUIZ #17
  • 19

    Unit 18. Last details

    • When and how tax returns are selected for audit

    • DIF Scores:

    • Final Tips for Taxpayers

    • QUIZ #18
  • 20

    Congratulations!

    • New Lesson

    • Study Guide Reference Book

    • Course Evaluation Survey
  • 21

    Final Exam

    • Mastering Tax Returns: Final Exam