2026 Annual Federal Tax Refresher

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Not Enrolled

Price

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Welcome to the Annual Federal Refresher Course! Here’s what you can expect:

  • A 6-hour, IRS-approved course covering the latest tax laws and procedures for the 2026 tax year.
  • Upon passing, you’ll receive a certificate and the Annual Filing Season Program (AFSP) – Record of Completion.
  • The course includes a 100-question open-book exam (you’ll need 70% to pass). You have 3 hours to complete it.
  • Stay up to date on subjects that will help you complete tax year 2026 tax returns.

You can download the course materials and syllabus anytime from the “Materials” tab. Don’t forget to finish by December 31, 2026!

Download Course Materials

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Download Course Syllabus

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Download Course Appendix - IRS Forms

Download Course Appendix - IRS Forms PDF

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Disclaimer

This course is designed to provide accurate information on the subject matter. It has been prepared with due diligence; however, the possibility of human error does exist. In addition, this course is not intended to address every situation that may arise. It is presented with the understanding that TaxProCPE is not engaged in rendering legal or accounting services or other professional advice and assumes no liability in connection with its use.

Tax laws are constantly changing and are subject to interpretation. In addition, the facts and circumstances in any particular situation may not be the same as those presented here. Therefore, consult additional resources as needed to determine the solution to tax questions.

TaxProCPE, NARTRP or M & M Income Tax Service, Inc. will not be held liable for any legal action resulting for reliance on this material whether verbal or written. The “companies” do not guarantee accuracy.

This written or verbal advice is not intended to be used by any taxpayer or preparer for the purpose of avoiding penalties that may be imposed by following the advice.

Copyright

Federal law prohibits unauthorized reproduction of this material. Illegal distribution of this information is prohibited by international and United States copyright laws and treaties. Any illegal distribution by the purchaser can subject the purchaser to penalties up to the full extent allowed by law.

Course Content

New Tax Law / Recent Updates
Annual Inflation Adjustments and OBBBA
Itemized Deduction Updates
General Review
Filing Status Review
Taxability of Earnings (Such as Wages, Salaries, Tips)
Interest, Dividends, Foreign Accounts, and Trusts
Reporting and Taxability of Retirement Income
IRAs (Contributions, Deductions, Distributions and 10% Penalty)
Reporting and Taxability of Unemployment Compensation
Schedule C, Profit or Loss From Business (Sole Proprietorship)
Overview of Capital Gains and Losses
Standard Deduction, Schedule A, Itemized Deductions
Tax Credit Eligibility
Overview Topics
Withholding and Estimated Tax Payments
Practices, Procedures and Professional Responsibility
Tax-related Identity Theft
Safeguarding Taxpayer Data
Preparer Penalties (Inflation Adjustments to Penalty Amounts)
Tax Preparation Due Diligence
Annual Filing Season Program Requirements
Tax Pro Account and Individual Online Account
2026 AFTR Final Exam
American flag flying next to the IRS logo.
Field of Study: Annual Federal Tax Refresher
Delivery Method: Self-Study
Course ID: 6PPE6-A-00290-26-S
Certificate Available: Yes