Surgent's Individual Income Tax Fundamentals

Overview

This course will take new and administrative staff from the most basic concepts to a full understanding of individual tax return preparation - just in time for the crunch of busy season! Updated for impacts of recent legislation, including the SECURE Act 2.0, the Inflation Reduction Act, American Rescue Plan Act, the Consolidated Appropriations Act of 2021, the CARES Act and the SECURE Act and the TCJA. The course builds from a strong technical foundation, to prepare simple, to moderate, to complicated individual tax returns.