This course covers claiming dependents - qualifying children and qualifying relatives. The rules have some overlap but there are significant differences between the two. A qualifying child opens the door for more tax benefits and credits than a qualifying relative.

Learning Objectives
  • Discover and define a qualifying child.
  • Identify and define a qualifying relative.
  • Recognize and understand who can claim the kids in cases of divorce.
  • Explore and understand the IRS’s "tiebreaker rules".
Last updated/reviewed: March 31, 2024
4 Reviews (28 ratings)

Reviews

5
Member's Profile
The instructor did a good job at providing examples to keep the subject engaging. I appreciate that he highlighted slides to emphasize key points.
5
Anonymous Author
Well done. Instructor was knowledgeable and presented the materials in an understandable manner.
5
Anonymous Author
Great presenter. The highlights help you follow along which was helpful.
5
Member's Profile
Presenter was clear and organized. Great examples
Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Claiming Dependents on a Tax Return4:50
  Qualifying Child16:16
  Qualifying Relatives14:40
  Child Tax Credit7:28
  Other Dependents Credit0:44
  Examples and Situations13:00
  Divorce5:32
CONTINUOUS PLAY
  Claiming Dependents on a Tax Return1:02:30
SUPPORTING MATERIAL
  Slides: Claiming Dependents on a Tax ReturnPDF
  Claiming Dependents on a Tax Return GlossaryPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam