- NY Credits : 9.0
- TX Credits : 9.0
- CTEC Credits : Federal Tax Law Update - 9.0
- IRS Enrolled Agent Credits : Federal Tax/Tax Related Matters - 9.0
- IRS Non-Credentialed Return Preparer Credits : Federal Tax Update - 9.0
This interactive self-study course covers issues related to filing status, exemptions, income and adjustments, medical expenses, deductible taxes, interest expense, personal credits, and tax payments. This course includes the Tax Cuts and Jobs Act.
Course Expiration Date: January 31, 2020
Determine the appropriate filing status and personal exemptions.
Report wages and other information from Form W-2.
Determine the tax rate applicable to qualified dividends.
Apply the rules relating to distributions from traditional and Roth IRAs and describe how to convert a traditional IRA into a Roth IRA.
Apply the rules covering education savings accounts and health savings accounts.
Determine the standard deduction applicable to each filing status.
Apply the rules relating to deductible state income or sales taxes, real estate taxes and personal property taxes.
Determine eligibility and deductibility of various personal credits available to individuals.
Identify when the penalty for underpayment of estimated tax applies.
Chapter 1: Filing Status
Chapter 2: Personal Exemptions – Suspended for 2018
Chapter 3: Wages and Salaries
Chapter 4: Interest and Dividend Income
Chapter 5: Pension and Retirement Income
Chapter 6: Other Items of Income
Chapter 7: Adjustments to Income
Chapter 8: Standard Deduction
Chapter 9: Medical Expenses
Chapter 10: Charitable Contributions
Chapter 11: Deductible Taxes
Chapter 12: Interest Expense
Chapter 13: Other Itemized Deductions
Chapter 14: Personal Credits