Course curriculum

  • 1

    Introduction

    • 2023 CHANGES TO THE FEDERAL TAX CODE
  • 2

    Module 1: Establishing the Tax Foundation

    • Chapter 1 – The Taxpayer

    • Chapter 2 – Wage, Salary & Tips – Fringe Benefits, Form W-2, and Form 1099-NEC

    • Chapter 3 – Schedule B – Interest and Dividend Income

    • Chapter 4 – Schedule C-EZ and Schedule F – Business and Farm Income (and Loss)

    • Chapter 5 – Form 8949 and Schedule D – CAPITAL GAIN (OR LOSS)

    • Chapter 6 – Retirement Income

    • Chapter 7 - Schedule E

    • Chapter 8 – Other Types of Income

    • Chapter 9 – Occupational Adjustments

    • Chapter 10 – Retirement, Educational and Other Personal Adjustments
  • 3

    Module 2: Becoming the 1040 Expert

    • Chapter 1 – Schedule A – Standard vs. Itemized Deductions

    • Chapter 2 – Schedule A – Itemized Deductions, Part B

    • Chapter 3 – Itemized Deductions, Part C

    • Chapter 4 – Calculating the Tax

    • Chapter 5 – Non-Refundable Credits, Part A

    • Chapter 6 – Non-Refundable Credits, Part B

    • Chapter 7 – Other Taxes

    • Chapter 8 – Payments and Refundable Credits

    • Chapter 9 – Closing the Return
  • 4

    Quiz/Exam

    • Final Exam
  • 5

    Downloadable Booklet

    • Full Tax Update 2023