​​​​​​Introduction to Individual Tax Preparation Online Training – Aug. 13-22

Instructor-led sessions on Aug. 13, 15, 20 and 22 from 10:00 a.m. - 2:00 p.m. CT ​

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Learn to prepare 1040 returns with this interactive learning experience!

Preparing a tax return requires knowledge in both tax law and its application. After you’ve learned tax law, you must learn how to apply it to the tax return. In this hands-on course, you'll learn the basics of individual income tax reporting with a step-by-step analysis of Form 1040, U.S. Individual Income Tax Return, and some of its accompanying schedules. Learn to identify what schedules and forms you need to prepare based on the information provided by the client. At the end of this course, you will be prepared to complete basic income tax returns.


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

  • Identify a taxpayer’s filing requirements and filing status
  • Identify who can be claimed as a dependent
  • Summarize different types of income and adjustments to income
  • Explain the difference between itemized deductions and the standard deduction
  • Differentiate between nonrefundable and refundable income tax credits
  • Calculate a taxpayer’s federal income tax liability
  • Prepare Form 1040

Course Details

Completion of reading assignments prior to the instructor-led sessions is highly recommended. Instructor-led sessions will occur Aug. 13, Aug. 15, Aug. 20 and Aug. 22 from 10:00 a.m. - 2:00 p.m. CT. During the sessions, the instructor will discuss main concepts and apply real-life scenarios. Throughout the sessions the learners will have the opportunity to ask questions. Recordings of each session will be posted by the next business day. The course also includes case studies to complete as homework that will be reviewed during the last session.

View study assignments​

Instructor: Sheri Fronsee, CPA​

The self-study portion of this online training includes the Introduction to Individual Tax Preparation course​ with access to 16 CPE for AFSP, EA, CPA, CRTP. To earn CPE, you must complete a final examination. ​

Cancellation Policy

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

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