Preparing Individual Tax Returns for New Staff and Paraprofessionals (X1-PITR-2026-01-WEBNR-306-01)

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Monday, November 2, 2026 Live Webcast

9:00 AM - 5:00 PM EST

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8 CPE Credits in TX

The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms.

DESIGNED FOR

New staff and paraprofessionals who prepare individual returns

BENEFITS

Learn complicated issues of filing status and dependency exemptions
Learn about Schedules A, B, C, D, E, and SE; Forms 8867, 4797, and 4562; passive rules and more
Complete comprehensive problems related to Schedules A, C, and D; QBI, 4797, 6251, and more, all with “filled-in” forms
Learn about IRA contributions, self-employed retirement plans, child-care credits, and the adoption tax credit

HIGHLIGHTS

Updates related to HR 1, One Big Beautiful Bill Act, incorporated throughout the course
Preparation of various Form 1040 individual tax returns and schedules; provided answers include “filled-in” forms
Coverage of Form 7203
Coverage of §199A qualified business income, its calculation, limitations, and examples
Dividends and interest – Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.
Security transactions – From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues
Self-employed person issues
Schedule C deductions including depreciation
Sale and exchange of property – Understanding Form 4797 and depreciation recapture; capital gains
A working understanding of passive losses – How to handle rental property and how the passive loss rules flow to the tax forms
Itemized deductions – A thorough understanding of what’s deductible and what’s not
Interest deductions – Limitations and timing problems
Charitable contributions substituting for taxes, IRS says – No!
Retirement contributions and education credits and deductions
Tax computations – The Kiddie Tax, AMT, regular tax, tax credits
Individual problems illustrated by form preparation for various items, with numerous “practice tips”
Impact of recent legislation and forms changes on the 1040

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Qualifies for IRS credit

David R. Peters, CPE, CFP, CLU, CPCU, MST, M.B.A.
(5.0)

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PRICING

$269.00 - Member

$289.00 - Nonmember

Note: Online pre-registration will close on November 2 at 8:30 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

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COURSE DEVELOPER

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IRS (EA)

Preparing Individual Tax Returns for New Staff and Paraprofessionals (X1-PITR-2026-01-WEBNR-306-01)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

PREREQUISITES

ADVANCE PREPARATION

ADDITIONAL NOTES

SESSIONS

INSTRUCTOR

David R. Peters, CPE, CFP, CLU, CPCU, MST, M.B.A.
(5.0)

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

ALSO QUALIFIES FOR

Data Alerts

Preparing Individual Tax Returns for New Staff and Paraprofessionals (X1-PITR-2026-01-WEBNR-306-01)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

PREREQUISITES

ADVANCE PREPARATION

ADDITIONAL NOTES

SESSIONS

INSTRUCTOR

David R. Peters, CPE, CFP, CLU, CPCU, MST, M.B.A. (5.0)

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

ALSO QUALIFIES FOR

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David R. Peters, CPE, CFP, CLU, CPCU, MST, M.B.A.
(5.0)