Preparing Individual Tax Returns For New Staff and Para-Professionals (Value priced for seasonal staff)

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PITR  |  In Person Training  |  Basic  |  Scheduled

Special Notes

  • This program has been approved for 8 hours of IRS CE credit for Enrolled Agents (EA) and Other Tax Return Preparers (OTRP) with PTIN numbers. Please complete and return the request form prior to the program if you are an EA or OTRP and would like to receive IRS CE credit.


Staff training for your tax return preparers


  • Taxation

Designed For

New staff and para-professionals who prepare individual returns.


To train new staff accountants, data processing employees, para-professionals, and bookkeepers to prepare a complicated federal individual income tax return.


  • Preparation of various Form 1040 individual tax returns and schedules; provided answers include “filled-in” forms.
  • Taking initiative in difficult assignments; can you deliver the QBI message? Full coverage of §199A qualified business income, its calculation, limitations, and examples.
  • Malodorous Form 8867 – Changes again this year!
  • 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.
  • Retirement contributions and education credits and deductions.
  • Tax computation – The Kiddie Tax, AMT, regular tax, tax credits.
  • Individual problems illustrating form preparation for various items, with numerous "practice tips." 
  • Impact of recent legislation and forms changes on the 1040.


No advance preparation necessary.

Registration for this event has closed. If you have any question or concerns please give us a call at 515-223-8161 or send us an e-mail at