- NY Credits : 9.0
- TX Credits : 9.0
- CTEC Credits : Federal Tax Law - 9.0
- IRS Enrolled Agent Credits : Federal Tax/Tax Related Matters - 9.0
- IRS Non-Credentialed Return Preparer Credits : Federal Tax - 9.0
This interactive self-study course takes a look at three topics related to income and adjustments. Lesson 1 discusses pension and retirement income. Lesson 2 covers other items of income, such as personal injury awards and distributions from health savings accounts. Lesson 3 discusses adjustments made to income.
Course Expiration Date: December 31, 2021
Please note, the grading fee for answer sheets submitted by regular mail is $119.
Identify appropriate tax treatments for various pension and retirement incomes.
Recognize how to address income from withdrawals, transfers, and distributions from retirement plans and more.
Identify methods for dealing with various issues, such as alimony.
Determine how to address other items of income, such as personal injury awards and distributions from health savings accounts.
Lesson 1—Pension and Retirement Income
Lesson 2—Other Items of income
Lesson 3—Adjustments to Income