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2017 – Day 1 – Morning

Description
Curriculum
Description

Interactive course on learning the ins and outs of being a tax preparer.
Topics include:

  • Introduction & Basics of Tax Preparation
  • Form 1040
  • Who Must File?
  • Filing Status
  • w-2 Form
  • Tax Software
  • Dependents
Curriculum

Course Content

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Welcome 5 Topics
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Lesson Content
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Introduction
Resources for Tax Preparation
Role of a Tax Preparer
Rounding
When to File
Form 1040 11 Topics
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Form 1040
Key Tax Terms
Basic Tax Formula (Part 1)
Heading & Filing Status
Exemptions
Gross Income
Adjustments to Income
Standard Deduction or Itemized Deductions
Other Taxes
Payments
Refund / Balance
Who Must File? 20 Topics
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Introduction to Who Must File?
Standard Deduction Amounts
Personal Exemption Amount
Who Must File A Return?
Who Must File A Return? – Example 1
Who Must File A Return? – Example 2
Additional Considerations
Taxpayers Age 65 and Over
Taxpayers Age 65 and Over – Example 1
Taxpayers Receiving Social Security
Taxpayers Receiving Social Security – Example 1
Taxpayers Receiving Social Security – Example 2
Married Filing Separate Taxpayers
Married Filing Separate Taxpayers – Example 1
Taxpayers Receiving APTC
Taxpayers Receiving APTC – Example 1
Taxpayers That May Owe "Special" Taxes
Taxpayers May Get A Refund, Even If Not Required To File
Filing Requirements for Most People
Who Must File Summary
Filing Status 14 Topics
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Lesson Content
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Introduction
Filing Status Is
5 Filing Statuses
Single (S)
Married Filing Joint (MFJ)
Married Filing Separate (MFS)
MFJ vs. MFS
Head of Household (HOH)
Head of Household (HOH) – Part 1
Head of Household (HOH) – Part 2
Head of Household (HOH) – Part 3
Cost of Maintaining a Home
Qualifying Widow(er) with Dependent Child (QW)
Qualifying Widow(er) with Dependent Child (QW) – Example
W-2 Form 1 Topic
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Lesson Content
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W-2 Form
Tax Software 5 Topics
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Lesson Content
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Intro to Tax Software
Frequently Used Software Terms
Software Shortcut Keys
Software Data Entry Fields
Intro to Tax Software on Computer

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