myCPE
myCPE

U.S. Individual Tax Preparer Course

Become Job Ready with our Professional Preparer Course in U.S.

  • Learn from real world business tax expert with practical case studies and simulations.
  • Learn to file to utilize tax credits, tax deductions and file Form 1099 with expertise.
  • Get comprehensive understanding on Tax calculations and tax filing.
  • Ideal course for non- degree holders seeking short term programs or individuals.
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Enrollments

15,000+ people-trained

Why Professionals Trust Our Practical Training Programs

  • Programs designed to build skills for more workplace efficiency.
  • Comprehensive tax training aligned with industry standards.
  • Supportive learning tools for application of knowledge.
  • Regular updates to course for staying with industry trends.
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Course Details

What You’ll learn

This is one of the First and Basic Courses in three courses of U.S. Individual Tax Courses. This Certification introduces the U.S. Individual Federal tax System via conceptual and applied material through Quizzes and Simulations.

Major Topics covered

Filing Requirements

Dependents

Filing Status of Qualifying Relative and Child

Filing Status of Head of Household

Various Income Items

Adjustments for AGI

Deductions

Tax Calculation

Credits & Refunds

Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

Course Modules

Course Title Time Total Session
1. Filing requirements
7 Mins 1 Session
  • Filing requirements
2. Dependents
1 Hr, 32 Mins 7 Sessions
  • Dependents in general
  • Qualifying child
  • Qualifying relative
  • Miscellaneous scenarios
  • Divorce
  • Tiebreaker rules
  • Combined Quiz for Modules 1 & 2_Answers Review
3. Filing status
1 Hr, 11 Mins 7 Sessions
  • Head of Household introduction
  • Head of Household Rule 1-5
  • Head of Household and Divorce
  • Filing Status in the Year of Death
  • Issues Specific to Married Couples
  • Joint vs. Separate Returns
  • Module 3 Quiz_Answers Review
4. Income items
3 Hrs, 15 Mins 18 Sessions
  • Income: W2
  • Interest and dividends
  • Capital gains and losses, plus Form 1099-B
  • Quiz on Sub-Modules 01-03_Answers Review
  • Pension and Retirement Income (includes 1099-R)
  • Social Security Income Taxation
  • Quiz on Sub-Modules 04-05_Answers Review
  • Schedule 1: Taxation of State Refunds
  • Schedule 1: Alimony
  • Schedule 1: Unemployment Compensation
  • Schedule 1: Gambling Income
  • Quiz on Sub-Modules 06-09_Answers Review
  • Schedule C: An Introduction to the Basics
  • Quiz on Sub-Modules 10_Answers Review
  • Schedule E Page 1: An Introduction to the Basics
  • Quiz on Sub-Modules 11_Answers Review
  • Dealing with Schedule K-1: Introduction
  • Quiz on Sub-Modules 12_Answers Review
5. Adjustments for AGI
48 Mins 6 Sessions
  • Schedule 1: Educator Expenses
  • Schedule 1: Student Loan Interest
  • Schedule 1: Health Savings Accounts
  • Schedule 1: IRA Deductions in General
  • Schedule 1: Self-Emloyed Health Insurance Deduction
  • Module 5 Quiz_Answers Review
6. Deductions
1 Hr, 19 Mins 3 Sessions
  • Itemized Deductions
  • Qualified business Income: The Basics
  • Module 6 Quiz_Answers Review
7. Tax Calculation
60 Mins 8 Sessions
  • Tax Calculation Intro
  • Alternate Minimum Tax for Beginners
  • Premium Tax Credit Repayment
  • Self-Employment Tax
  • Additional Taxes on Tip Income
  • Additional Taxes on IRA Withdrawals (for Beginners)
  • Additional Medicare tax and Net Investment Income Tax
  • Module 7 Quiz_Answers Review
8. Credits
1 Hr, 44 Mins 9 Sessions
  • Child Tax Credit and Earned Income Credit
  • Child and Dependent Care Credit
  • Education Credits
  • Retirement Savings Credit
  • Residential Energy Credit
  • Credit for the Elderly or Disabled
  • Premium Tax Credit
  • Excess Social Security Tax
  • Module 8 Quiz Answers Review
9. Payments
4 Mins 1 Session
  • Withholding and Estimated Taxes
10. Filing & Refunds
17 Mins 2 Sessions
  • E-File Requirements & Refund/amount owed procedures
  • Combined Quiz for Modules 09-10_Answers Review
      11. Final Quiz

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Frequently Asked Questions

The tax landscape is continuously changing faster than ever. It is essential to make sure you are well-versed in the Basics of Individuals Taxation. Navigate the U.S. Individual Tax Environment to present yourself with a better opportunity in the job market.

Note: We are also bringing Intermediate and Advanced Level U.S. Individual Taxation Courses in the coming months. Once you complete all these certificates, you are ready to call yourself a Specialist Individual Tax Professional.

U.S. Individual Tax Preparer Course will cover the basics of the Individuals in the United States which will cover:-

  • Filing Requirements
  • Dependents
  • Filing Status of Qualifying Relative and Child
  • Filing Status of Head of Household
  • Various Income Items
  • Adjustments for AGI
  • Deductions
  • Tax Calculation
  • Credits Refunds

In addition to detailed Course material, you will be given a Practical Quiz and Simulations at the end of each module.

This course will have 10 modules that focused on Basic of Individual Taxation.

Access to lectures and quizzes will be given immediately upon the purchase of the course and It will be available to you until you complete the Course and gain the Certificate.

When you enroll in the course, you get access to all of the courses in this Certificate Course, and you earn a certificate when you complete the all Video Lectures, Quizzes, and Simulations.

Your electronic Certificate will be added to your Profile page of myCPE - from there, you can print your Certificate or add it to your LinkedIn profile.

When you finish the whole course and complete the quizzes and Simulations, you'll earn a Certificate that you can share with prospective employers and your professional network.

At myCPE, we are committed to quality service. You will get a detailed video explanation of all the Quiz questions and Simulations which are available in this certificate course.

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  • By introducing PCC Courses, will not only help credential degree holders but also help non-degree holders to make their mark in the industry.
  • By providing expert knowledge, practice quizzes, and Simulations, students will be able to grab a better opportunity in their sector.
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