Tax Issues for Seniors Self-Study


Taxpayers of all ages come to you for your expertise. But do you know how to properly prepare returns for those older taxpayers? This course will help you conquer the struggles of completing an elderly taxpayer's individual income tax return and ensure nothing is forgotten, overlooked or misinterpreted, because, as you know, these clients are just as important as any of your other clients.


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

  • Evaluate certain credits and deductions that elderly taxpayers may claim.
  • Report long-term care expenses and insurance proceeds.
  • Determine the taxable amount of various payments received in retirement.
  • Solve unique problems when receiving social security benefits.
  • Identify tax benefits children may claim for elderly parents.
  • Summarize the rules for required minimum distributions from inherited IRAs.
  • List the advantages and disadvantages of life estates.

Course Details

This course includes an e-book and exam questions to help you earn CPE. CPE is issued after the exam is successfully completed.


Presented by:

How to Earn CPE

To receive credit for this self-study course, you must successfully pass the course exam with a score of 70% or better.

Self-study courses and exams generally expire one year from the date of purchase. The AFTR course expires on December 31 of each year as required by the IRS.

Cancellation Policy

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

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