Final 1040 and Form 1041 On-Demand Workshop



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Be prepared to assist your clients in their time of loss by helping them file their loved one’s final tax returns. This course details the steps to file the taxpayer’s final Form 1040, U.S. Individual Income Tax Return, in the year of their death and Form 1041, U.S. Income Tax Return for Estates and Trusts, in the years following their death. The course addresses allocating income between the final Form 1040 and Form 1041, properly calculating and reporting income in respect of a decedent (IRD) and distributable net income (DNI), and preparing the final Form 1040, the estate Form 1041 and the beneficiaries’ Schedule K-1 (Form 1041), for a Beneficiary Filing Form 1040 or 1040-SR.


Upon completion of this course, you will be able to:

  • Identify the filing requirements for a final Form 1040
  • Identify the income filing requirements for an estate
  • Differentiate income and expenses between the final Form 1040 and Form 1041
  • Compute the final Form 1040
  • Compute Form 1041
  • Compute Schedule K-1 (Form 1041)

Course Details

Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible, but we may not be able to directly address every question. This workshop includes presentation slides, e-book and access to the workshop recording.

​Presented by: Kelly Lent-Paul, EA, CFP®
Course Year: 2020
Duration: 8 credit hours
Course Level: Intermediate
Prerequisite: Knowledge of or experience with federal individual taxation
Advanced Preparation: None
Delivery Method: QAS Self-Study

CPE CreditsDesignationField of Study
IRS8AFSPFederal Tax Law Topic
IRS8EAFederal Tax Law Topic
CTEC8CRTPFederal Tax Law Topic

How to Earn CPE

To receive credit for this on-demand online workshop, you must make at least one attempt to answer each of the review questions included with the video. You also must successfully pass the course exam with a score of 70% or better.

The course and exam will expire one year from the date of purchase.​

Cancellation Policy

​Because this is an online education offering, it is nonrefundable.​​

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