This certification dives into the essential areas of individual tax preparation, focusing on practical skills needed to accurately complete Form 1040. It covers IRA-related contributions and distributions across Traditional, Roth, SEP, and SIMPLE accounts. Participants will also explore the latest federal tax updates impacting individual returns. Real-world case studies and guided workshops make the training hands-on and applicable. By completing this course, you'll gain practical experience with current forms, regulations, and filing strategies used in professional tax practice.
This certification is designed to enhance your confidence and effectiveness in preparing accurate individual tax returns. You’ll learn how to apply tax law changes directly to 1040 filings, identify and avoid common errors, and implement best practices for reporting IRAs. With a strong emphasis on real-life tax scenarios, this course ensures you're not just learning theory—you’re practicing it. Whether you're assisting clients, working in a tax office, or looking to elevate your filing expertise, this certification gives you tools to stand out in a compliance-driven environment.
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.
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