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Event Description

This course will take new and administrative staff from the most basic concepts to a full understanding of individual tax return preparation — just in time for the crunch of busy season!

Designed For

New staff, rusty or those returning to the profession, who desire to prepare individual returns


  • Learn complicated issues of filing status and dependency exemptions
  • Understand issues with reporting capital gains transactions
  • Complete targeted comprehensive problems related to Schedule A, Schedule C, Schedule D, Form 4797 and Alternative Minimum Tax
  • Overview of passive activity rules
  • Complete a comprehensive tax return; answers with filled-in forms are provided

Major Subjects

  • Effects of recent legislation
  • Filing information, filing status, personal exemptions, dependents, the standard deduction, etc.
  • Wages and salaries
  • Interest income, dividend income, mutual funds, Social Security
  • Figuring tax
  • Basic income tax preparation — From Form 1040A to Form 1040 
  • Capital gains and losses
  • Medical and dental expenses, charitable contributions
  • IRA contributions and distributions
  • Distributions from qualified retirement plans, pensions, and annuities
  • Profit and loss from business or profession and self-employment tax
  • Unreimbursed employee business expenses — Form 2106
  • Depreciation
  • Rental income and expenses
  • How the Affordable Care Act affects tax returns




When you purchase a Surgent CPE on-demand course, it must be taken by June 30, 2019, to receive credit.
Within 5 minutes after your purchase, you will receive an email from info@surgent.com that explains how to access your course and materials.
Once you complete a course, please allow up to 30 days to receive you certificate of completion.
If you have further questions, please email info@surgent.com or call 800.778-7436. Their help lines are staffed Monday-Friday from 8:30 am to 5 pm Eastern Time.