From 1040 to Refund: Beginner’s Guide 2026 (Course & eBook)

Inside This Course:

From 1040 to Refund is built to give you a solid foundation in the U.S. federal tax system, with a clear focus on the day-to-day realities of preparing returns for individuals, employees, and small businesses. You’ll walk through how to prepare individual tax returns accurately and efficiently, including Form 1040 and Schedules A, B, C, EIC, 1, 2, and 3, and you’ll learn the difference between above-the-line and below-the-line deductions, current tax rates, state tax considerations, and what it takes to stay compliant with IRS regulations.

A major part of the course is learning to identify the correct filing status for a taxpayer and determine their eligibility for the credits and deductions that actually move the needle on their liability. You’ll build real proficiency in reporting different types of income and deductions, and you’ll come away able to read and interpret Form 1040 with confidence, making sure everything on that return is reported correctly the first time.

This course is built for beginners — whether you’re new to tax prep entirely, want a better handle on your own taxes, or you’re considering tax preparation as a career. By the time you finish, you’ll have the skill set and confidence to start preparing individual and small business tax returns, along with a working understanding of the ethical considerations in tax preparation and the penalties tied to non-compliance and fraudulent reporting.

Upon successful completion, participants will receive a certificate of completion for 5 hours of continuing education in the federal tax law topics category.