Virtual
Staff Tax Training: Individuals (Form 1040) 26-27
Date: Oct. 20 - 22, 2026
Time: 8 a.m. – 3:30 p.m. PT
Member
$879.00
Nonmember
$1,169.00
Members, log in to access your discount.
Overview
This three-day training course is taught using a hands-on methodology and provides a comprehensive understanding of the federal income tax laws applicable to individuals. The session includes a comprehensive case study (using actual W-2s, 1099s, 1098s, K-1s, etc.).
Participants will walk through the preparation of Form 1040 and related tax schedules, learning complex income tax law. Each attendee will receive a comprehensive individual income tax reference manual that includes practice aids, real-world examples, new Federal income tax forms and schedules, and Pat Garverick's Quick Reference Chart.
Product Code
1000004625-135200
Credit Type
CPE: 24CPE-Technical: 24CTEC-TX: 24IRS-TX: 24Intended Audience
This course is for tax return preparers, staff accountants, and paraprofessionals with little or no experience. This course is also for retired public accountants that seek a comprehensive basic individual income tax course.
NASBA Field of Study
Taxes
Level of Difficulty
Basic
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- An extensive review of the individual income tax laws with an emphasis on any new legislative changes and Form 1040 (and related schedules) preparation issues
- Walk through the detailed 20% qualified business income (QBI) deduction computation and Form 8995/8995-A
- Form 1040—gross income items including wages, interest & dividends (Schedule B), alimony, refunds, unemployment compensation, pension, IRA’s, social security and other miscellaneous income items
- Schedule A—allowable itemized deductions & changes after the TCJA
- Schedule C and F—trade or business income and deductions
- Form 4562—depreciation, amortization and §179 expense
- Schedule D—sales of capital assets and personal residences
- Form 4797—sale of trade or business property, including the ordinary income recapture rules under IRC §1245 and §1250
- Schedule E—rentals, passive activities and flow-through entities K-1s
- Adjustments to gross income, including IRAs, SEPs, SIMPLEs, HSAs, tuition and fees, alimony paid, student loan interest and self-employed health insurance deduction
- Overview of the various taxes, including income, capital gain, self-employment, household employee, kiddie taxes, AMT and 3.8% net investment income tax
- Selected tax credits (e.g., child tax, dependent care and education)
Faculty
Additional Details
This course is presented live over three consecutive days. While the Activities section may display information that appears inconsistent, please note that this is one three-day event. Participants may earn up to 24 CPE credits total across the full event, not 24 CPE credits per day.