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From 1040 to Refund: Beginner’s Guide 2026 (Course & eBook)
Curriculum
20 Sections
115 Lessons
26 Weeks
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Introduction
1
1.1
From 1040 to Refund: A Beginner’s Guide
Chapter 1: IRS Credentials and Professional Designations
11
2.1
IRS Credentials and Professional Designations
2.2
Understanding What “Regulated” Means in the Tax Industry
2.3
Credentialed Tax Professionals
2.4
Non-Credentialed Tax Preparers
2.5
IRS-Recognized Tax Professional Designations
2.6
Certified Public Accountants (CPAs)
2.7
Attorneys
2.8
Enrolled Agents (EAs)
2.9
Annual Filing Season Program (AFSP)
2.10
The Directory of Federal Tax Return Preparers
2.11
Preparer Tax Identification Number (PTIN)
Chapter 2: Filing Status and Filing Requirements
7
3.1
Understanding Filing Status
3.2
Single
3.3
Married Filing Jointly
3.4
Married Filing Separately
3.5
Head of Household
3.6
Qualifying Surviving Spouse
3.7
Review Question
1 Question
Chapter 3: Qualifying Dependents and Support Tests
4
4.1
Qualifying Dependents and Support Tests
4.2
Qualifying Child Test
4.3
Qualifying Relative Test
4.4
Review Question
1 Question
Chapter 4: Tax Rates
1
5.1
Tax Rates
Chapter 5: Income
7
6.1
Income
6.2
Taxable and Non-Taxable Income
6.3
Earned vs Unearned Income
6.4
Review Question
1 Question
6.5
Interest Income
6.6
Adjustments to Income
6.7
Review Question
1 Question
Chapter 6: Credits vs Deductions
4
7.1
Credits vs Deductions
7.2
Tax Credits
7.3
Tax Deductions
7.4
Review Questions
1 Question
Chapter 7: Itemized Deduction vs Standard Deduction
5
8.1
Itemized Deduction vs Standard Deduction
8.2
Standard Deduction
8.3
Itemized Deductions
8.4
Medical Deductions
8.5
Review Question
1 Question
Chapter 8: Credits
13
9.1
Credits
9.2
Child Tax Credit
9.3
Credit for Other Dependents
9.4
Child and Dependent Care Credit
9.5
Earned Income Tax Credit (EITC)
9.6
Education Credits—American Opportunity and Lifetime Learning
9.7
American Opportunity Tax Credit (AOTC)
9.8
Lifetime Learning Credit (LLC)
9.9
Credit Calculation
9.10
Information To Claim Certain Credits After Disallowance
9.11
PATH Act
9.12
Premium Tax Credit
9.13
Review Question
1 Question
Chapter 9: Self-Employment Income
12
10.1
Self-Employment Income
10.2
Quarterly Estimated Tax Payments
10.3
Business Expenses Deductions
10.4
Business Vehicles
10.5
Standard Mileage Rate
10.6
Actual Expense Method
10.7
Business Travel
10.8
International Travel
10.9
Other Business Deductions
10.10
Qualified Business Income (QBI)
10.11
Home Office Deduction
10.12
Review Question
1 Question
Chapter 10: Business Structures
7
11.1
Business Structures
11.2
Limited Liability Company
11.3
Partnership
11.4
C Corporation
11.5
S Corporation
11.6
Business Entity Summary
11.7
Review Question
1 Question
Chapter 11: Forms & Schedules (How to Read Form 1040)
37
12.1
Forms & Schedules (How to Read Form 1040)
12.2
Form 1040 – U.S. Individual Income Tax Return
12.3
Above-the-Line vs Below-the-Line Deductions
12.4
Form W2 – Wage and Tax Statemen
12.5
Schedule A – Itemized Deductions
12.6
Schedule B – Interest and Ordinary Dividends
12.7
Schedule C – Profit or Loss from Business
12.8
Schedule D – Capital Gains and Losses
12.9
Schedule E – Supplemental Income and Loss
12.10
Schedule EIC – Earned Income Credit
12.11
Schedule SE – Self-Employment Tax
12.12
Schedule 1 – Additional Income and Adjustments to Income
12.13
Schedule 1-A – Additional Deductions
12.14
Part I – MAGI
12.15
Part II — No Tax on Tips
12.16
Part III — No Tax on Overtime
12.17
Part IV — No Tax on Car Loan Interest
12.18
Part V — Enhanced Deduction for Seniors
12.19
Part VI — Total Additional Deductions
12.20
Schedule 2 — Additional Taxes
12.21
Part I — Tax
12.22
Part II — Additional Taxes
12.23
Schedule 3 — Additional Credits and Payments
12.24
Part I — Nonrefundable Credits (Lines 1-6z)
12.25
Part II — Other Payments and Refundable Credits (Lines 9 -13z)
12.26
Form W-4 – Employee’s Withholding Certificate
12.27
Step 1 — Personal Information
12.28
Step 2 — Multiple Jobs or Spouse Works
12.29
Step 3 — Claim Dependent and Other Credits
12.30
Step 4 — Other Adjustments (Optional)
12.31
Exemption from Withholding
12.32
Types of 1099’s
12.33
1099-NEC – Nonemployee Compensation
12.34
1099-MISC – Miscellaneous Income
12.35
1099-G Certain Government Payments
12.36
1099-K- Payment Card and Third-Party Network Transactions
12.37
Review Question
1 Question
Chapter 12: State Tax
4
13.1
State Tax
13.2
Types of State Tax Returns
13.3
State Income Tax Reciprocity
13.4
Review Question
1 Question
Chapter 13: Amended Returns
3
14.1
Amended Returns
14.2
Direct Deposit/ Balance Due
14.3
Where’s My Amended Return
Chapter 14: Ethics
2
15.1
Ethics
15.2
Review Question
1 Question
Due Diligence and Penalties
2
16.1
Due Diligence and Penalties
16.2
Review Question
1 Question
Chapter 15: Understanding IRS Notices
2
17.1
Understanding IRS Notices
17.2
Review Question
1 Question
Chapter 16: Identity Theft- IP Pin
4
18.1
Understanding Identity Theft
18.2
Taxpayer-Identified Fraudulent Filings
18.3
IP PIN
18.4
Review Question
1 Question
Chapter 17: Refunds
4
19.1
Tax Refunds vs. Tax Returns
19.2
Tax Deadlines and Extensions
19.3
E-Filing vs. Paper Filing
19.4
Bank Products
Final Exam
1
20.1
Final Exam
60 Minutes
25 Questions
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