About Course
Beginner · 6 weeks · Online learning
What you will be able to do
- Map client information to the correct areas of Form 1040.
- Classify common income documents and reconciliation issues.
- Evaluate deduction and credit documentation systematically.
- Explain a completed return to a client in plain language.
Course curriculum
- Module 1: Form 1040 workflowIntake, organizer review, and open-item tracking · Reading the Form 1040 and connected schedules
- Module 2: Income classificationEmployee, investment, and retirement documents · Business, rental, and other income overview
- Module 3: Adjustments and deductionsAbove-the-line adjustment workflow · Choosing and documenting a deduction approach
- Module 4: Credits and paymentsNonrefundable and refundable credit framework · Withholding, estimated payments, and reconciliation
- Module 5: Return completionDiagnostics and quality-control review · Client explanation, authorization, and filing handoff
Learning experience
Ten focused lessons combine instructor guidance, structured notes, practical scenarios, checklists, and a documented review workflow. Students can return to the material from their learning dashboard.
Official resource: Form 1040 information and instructions.
Educational content only. Confirm current law, forms, instructions, and professional requirements before applying course concepts to a client matter.
Course Content
Module 1: Form 1040 workflow
Intake, organizer review, and open-item tracking
Reading the Form 1040 and connected schedules