The purpose of this class is to show how to prepare individual tax return from start to finish using the form 1040.

Learning Objectives
  • Recognize what information is necessary to complete the form.
  • Identify the Various 1099 forms 
  • Recognize the order in which to complete the form 
  • Discover how to produce a correct tax return for the client 
Last updated/reviewed: March 15, 2024
Prerequisites
Course Complexity:

No Advanced Preparation or Prerequisites are needed 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 to 1040 Preparation6:10
  REVIEW QUESTIONSquiz
  PBC Documents1:47
  REVIEW QUESTIONSquiz
  Caseview set up and organization2:46
  REVIEW QUESTIONSquiz
  New Client Info and entry into GO1:30
  REVIEW QUESTIONSquiz
  W-2 entry and WP-303:57
  REVIEW QUESTIONSquiz
  1099 Overview1:42
  REVIEW QUESTIONSquiz
  Bond Amortization and Premiun Entry 10993:47
  1099 Reconciliation printing input into WP304:38
  REVIEW QUESTIONSquiz
  Schedule D input into GO and Schedule D e-file pages5:24
  REVIEW QUESTIONSquiz
  Basic K-1 setup and entry into GO3:22
  REVIEW QUESTIONSquiz
  Inputting an Oil and Gas K-15:14
  REVIEW QUESTIONSquiz
  K-1 Reconciliation-printing-saving to DM--input into WP-303:50
  REVIEW QUESTIONSquiz
  Half Point Recap1:58
  Schedule C4:09
  REVIEW QUESTIONSquiz
  Schedule E3:27
  REVIEW QUESTIONSquiz
  Other Misc Income Items4:55
  REVIEW QUESTIONSquiz
  State Refund Entry and Taxability4:29
  REVIEW QUESTIONSquiz
  Schedule A State and Local taxes - Part 17:12
  REVIEW QUESTIONSquiz
  State and Local income tax - Part 2, Real Estate taxes, Personal Property Taxes, Mortgage Interest Deduction11:12
  REVIEW QUESTIONSquiz
  Charitable Deduction and Giving5:53
  REVIEW QUESTIONSquiz
  Misc Items - tax Prep Fees1:35
  REVIEW QUESTIONSquiz
  Misc Items - State credits4:36
  REVIEW QUESTIONSquiz
  Foreign Tax Credits4:19
  REVIEW QUESTIONSquiz
  General Overview - wrap up3:26
  REVIEW QUESTIONSquiz
CONTINUOUS PLAY
  EKS&H: 1040 Preparation 1:35:09
FINAL EXAM
 FINAL EXAMexam