Reporting Unique Form 1040 Transactions Online Training – Dec. 17-19
Instructor-led sessions on Dec. 17 and Dec. 19 from 10:00 a.m. - 2:00 p.m. CT
| Premium | Professional | Basic | Not a member |
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|---|
Training with e-book
| $217
| $217
| $275
| $289
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Register |
Training with e-book
and print book (Limited supply)
| $260
| $260
| $329
| $346
|
Register |
Summary
Join us for this online training and unlock the skills needed to navigate complex tax scenarios with confidence. This course delves into the unique aspects of tax reporting by covering topics such as, foreign earned income exclusion, employee stock benefits, installment sales, publicly traded partnerships and specialized transactions like claims of right, sale of property held by a life estate and like-kind exchanges. These topics are often encountered but can be challenging to report. Whether you're a tax professional looking to expand your expertise or a newcomer seeking comprehensive knowledge, this course is tailored to meet your needs.
Objectives
Upon completion of this course, you will be able to:
- Summarize the foreign earned income exclusion requirements and prepare Form 2555,
Foreign Earned Income
- Explain and report ISOs, RSUs and ESPPs
- Summarize installment sale reporting
- Prepare Form 6252, Installment Sale Income
- Analyze and report a PTP Schedule K-1 and the sale of a PTP on a Form 1040 and related schedules
- Identify, calculate and report a claim of right
- Summarize and report the sale of a life estate
- Identify like-kind exchange requirements and prepare Form 8824, Like-Kind Exchanges
Course Details
Completion of reading assignments prior to the instructor-led sessions is highly recommended. Instructor-led sessions will occur Dec. 17 and Dec. 19 from 10:00 a.m. - 2:00 p.m. CT. During the sessions, the instructor will discuss main concepts and apply real-life scenarios. Throughout the sessions the learners will have the opportunity to ask questions. Learners will be provided with a recording of each session. The course ends with questions and case studies to apply what you learned.
View study assignments
Instructor: Misty Erickson, MBA
The self-study portion of this online training includes the Reporting Unique Form 1040 Transactions self-study course with access to 8 CPE for AFSP, EA, CPA, CRTP. To earn CPE, you must complete a final examination.
Cancellation Policy
Because this is an online education offering, it is nonrefundable.
