Welcome, students, to the 8-week course designed to prepare you for a rewarding career as a tax professional for the upcoming 2025 tax season. Throughout this comprehensive program, you will gain the knowledge and skills necessary to navigate the complexities of tax preparation with confidence and proficiency.
Led by industry experts and seasoned tax professionals, this course will cover essential topics including tax laws and regulations, tax forms and schedules, deductions and credits, electronic filing procedures, and client communication strategies. Through a combination of lectures, case studies, and hands-on exercises, you will have the opportunity to apply theoretical knowledge to real-world tax scenarios, ensuring that you are well-equipped to handle a wide range of client needs.
Whether you are looking to embark on a new career path or enhance your existing skill set, this course will provide you with the tools and expertise needed to excel in the field of tax preparation. We are excited to embark on this journey with you and look forward to helping you achieve your goals as a tax professional. Let's get started!
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Course curriculum
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2Getting Started
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Important Changes This Year
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Course Intro
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Skill Warm Up: Due Diligence
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Case Study 1: Privacy Policy
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Case Study 2: Integrity
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Case Study 3: Integrity (continued)
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Skills Warm Up: Due Diligence
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3Filing Basics
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Filing Basics Workout
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Skill Warm Up: Chart A- Who Must File
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Case Study 1: Mostly Likely Filing Status
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Skills Warm Up: Chart A- Who Must File
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Skill Warm Up: Chart D- Who Should File
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Skill Warm Up: Verify Taxpayer Identity
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Skill Warm Up: Choosing the Right Return
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Certification Warm Up
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Certification Warm Up: Drill & Practice
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4Filing Status
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Filing Status Workout
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Skill Warm Up: Workout Resources
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Skill Warm Up: Married Filing Jointly
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Skill Warm Up: Married Filing Statuses
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Case Study 1: Married Living Apart
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Skill Warm Up: Head of Household
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Case Study 2: Head of Household
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Case Study 3: Head of Household
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Skill Warm Up: Determine Filing Status
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Case Study 4: Qualifying Widow (er)
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Skills Warm Up: Qualifying Surviving Spouse
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Certification Warm Up
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Certification Warm Up: Drill & Practice
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5Personal Exemptions
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Personal Exemptions Workout
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Case Study 1: Personal Exemptions
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Case Study 1: Personal Exemptions (continued)
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Certification Warm Up
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Certification Warm Up: Drill & Practice
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6Dependents
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Dependent Workout
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Case Study 1: Dependents
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Case Study 2: Dependents
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Skills Warm Up: Dependents
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Skills Warm Up: Qualifying Child Test
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Case Study 1: Qualifying Child of Another Taxpayer
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Case Study 1: Qualifying Child of Another Taxpayer (continued)
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Skill Warm Up: Tax Your Memory
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Case Study 1: Member of Household or Relationship Test
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Case Study 1: Member of Household or Relationship Test (continued)
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Case Study 2: Member of Household or Relationship Test
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Skill Warm Up: Member of Household Test
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Case Study 1: Gross Income Test
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Skills Warm Up: Gross Income Test
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Case Study 1: Support Test
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Case Study 1: Support Test (continued)
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Case Study 2: Support Test
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Case Study 3: Support Test
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Case Study 3: Support Test (continued)
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Skill Warm Up: Support Test
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Case Study 1: Multiple Support Agreements
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Case Study 1: Qualify Relative Tests
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Case Study 1: Qualifying Relative Tests (continued)
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Case Study 1: Qualifying Relative tests (continued)
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Case Study 1: Qualifying Relative tests (continued)
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Case Study 2: Qualifying Relative Tests
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Case Study 3: Qualifying Relative Tests
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Case Study 3: Qualifying Relative Tests (continued)
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Case Study 3: Qualifying Relative Tests (continued)
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Case Study 3: Qualifying Relative Tests (continued)
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Case Study 1: Custodial and Noncustodial Parent
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Case Study 2: Custodial and Noncustodial Parent
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Case Study 1: Tie-Breaker Rules
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Certification Warm Up
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Certification Warm Up: Drill & Practice
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7Unique Filing Situations
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Unique Filing Situations Workout
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Skill Warm Up: Workout Resources
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Skill Warm Up: Substantial Presence Test
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Case Study 1: Substantial Presence test
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Case Study 1: Joint Return
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Skills Warm Up: Filing Status
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Skills Warm Up: Nonresident Alien Spouse
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Skills Warm Up: Dependents
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Certification Warm Up
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Certification Warm Up: Drill & Practice
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8Income- Wages, Interest, etc.
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Income- Wages, Interest, etc. Workout
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Skills Warm Up: Workout Resources
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Case Study 1: Workout Resources
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Skills Workout: Types of Income
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Case Study 1: Multiple Forms W-2
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Skills Warm Up: Missing Form W-2
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Skills Warm Up: Household Employees
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Skills Warm Up: Tip Income
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Case Study 1: Tips Not Reported to Employer
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Skills Warm Up: Reporting Tip Income
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Skills Warm Up: Reporting Scholarship Income
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Case Study 1: Reporting Scholarship Income
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Skills Warm Up: Taxable Interest
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Case Study 1: U.S. Savings Bonds
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Skills Warm Up: U.S. Savings Bond
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Case Study 2: U.S. Savings Bonds Co-owners
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Skills Warm Up: Reporting Interest Income
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Skills Warm Up: Dividend Distributions
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Case Study 1: State and Local Refunds
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Skills Warm Up: State and Local Refunds
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Skills Warm Up: Alimony
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Certification Warm Up
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Certification Warm Up: Drill & Practice
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9Income- Retirement Income
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Retirement Income Workout
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Skills Warm Up: Workout Resources
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Skills Warm Up: Workout Resources
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Skills Warm Up: When to Adjust Withholding
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10Income- Unemployment Compensation
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Unemployment Compensation Workout
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Topic Activity
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11Social Security Income
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Social security Workout
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Case Study 1: How Benefits Are Reported to Taxpayers
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Case Study 1: Taxable Social Security Benefits
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Skills Warm Up: Taxable Social Security Benefits
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Case Study 1: Lump-Sum Benefit Payments
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Skills Warm Up: Lump Sum Benefits
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Certification Warm Up
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Certification Warm Up: Drill & Practice
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12Other Income
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Other Income Workout
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Skills Warm Up: What is Other Income
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13Adjustments to Income
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Adjustments to Income Workout
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Case Study 1: Deductible Educator Expenses
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Case Study 2: Deductible Educator Expenses
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Case Study 1: Form 1099-INT or Form 1099-OID
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Case Study 2: Penalty on Early Withdrawal of Savings
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Skills Warm Up: Penalty on Early Withdrawal
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Skills Warm Up: Alimony Paid
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Case Study 1: What is the Deduction?
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Case Study 2: What is the Deduction?
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Skills Warm Up: Deduction Amounts
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Case Study 3: Who Can Claim the Deduction?
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Skills Warm Up: Student Loan Interest
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Case Study 5: Eligible Student
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Skills Warm Up: Deduction Limits
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Case Study 8: Student Loan Interest Deduction
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Certification Warm Up
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Certification Warm Up: Drill & Practice
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14Standard Deduction and Tax Computation
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Standard Deduction and Tax Computation Workout
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Case Study 1: The Standard Deduction
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Case Study 2: Who cannot take the standard deduction?
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Skills Warm Up: Standard Deduction
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Case Study 1: Older than 65 and Blind
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Case Study 2: Who qualifies as 65 or older?
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Case Study 3: Who qualifies as 65 or older?
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Case Study 4: What if only one spouse is over 65 or blind?
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Case Study 1: Taxpayers Who Can Be Claimed as Dependents
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Certification Warm Up
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Certification Warm Up: Drill & Practice
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15Credit for Child and Dependent Care Expenses
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Credit for Child and Dependent Care Expenses Workout
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Skill Warm Up: Workout Resources
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Skill Warm Up: What is a Nonrefundable Credit?
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Skill Warm Up: Child and Dependent Care Credit
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Case Study 1: Qualifying Person Test
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Case Study 2: Qualifying Person Test
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Skill Warm Up: Qualifying Person Test
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Skills Warm Up: Earn Income Test
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Skills Warm Up: Work- Related Expense Test
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Skills Warm Up: Joint Return Test
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Skill Warm Up: Provider Identification Test
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Case Study 3: Does this Taxpayer Qualify?
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Case Study 1: Employer-provided Dependent Care Benefits
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Case Study 2: Limits to the Credit
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Skills Warm Up: Completing Form 2441
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Certification Warm Up
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Certification Warm Up: Drill & Practice
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16Education Credits
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Education Credit Workout
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Skills Warm Up: Workout Resources
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Case Study 1: Dependents
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Skills Warm Up: Dependents
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Case Study 1: Tuition and Related Expenses
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Case Study 2: Nonqualifying Expenses
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Skills Warm Up: Qualifying Expenses
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Case Study 3: Excluded Amounts
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Case Study 4: Kiddie Tax
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Skills Warm Up: Excluded Amounts
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Case Study 5: Prepaid Expenses
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Skills Warm Up: Prepaid Expenses
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Case Study 1: American Opportunity Credit
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Case Study 2; American Opportunity Credit
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Skills Warm Up: American Opportunity Credit
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Case Study 1: Lifetime Learning Credit Coverage
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Case Study 2: Requirements
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Case Study 3: Qualifying Expenses
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Skills Warm Up: Choosing Between the Credits
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Skill Warm Up: No Double Benefits
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Case Study 1: No Double Benefits
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Certification Warm Up
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Certification Warm Up: Drill & Practice
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17Child Tax Credit
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Child Tax Credit Workout
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Skills Warm Up: Child Tax Credit
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Skills Warm Up: Eligibility
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Case Study 1: Figuring the Credit
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Sill Warm Up: Figuring the Credit
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Skills Warm Up: Workout Resources
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Skills Warm Up: Credit for Other Dependents
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Certification Warm Up
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Certification Warm Up: Drill & Practice
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18Miscellaneous Credits
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Miscellaneous Credit Workout
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Case Study 1: Factors That Reduce the Eligible Contribution
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Skills Warm Up: Retirement Savings Contributions Credit
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Case Study 2: Determining the Amount of the Credit
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Case Study 1: Eligibility Requirements
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Case Study 2: Income Limits
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Case Study 3: Credit for the Elderly or the Disabled
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Certification Warm Up: Drill & Practice
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19Other Taxes
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Other Taxes Workout
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Case Study 1: Distributions, pensions, and Annuities
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Case Study 2: Distributions, Pensions, and Annuities
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Certification Warm Up: Drill & Practice
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20Payments
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Payments Workout
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Skills warm Up: Reporting Withholding
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Case Study 1: Reporting Withholding
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Sills Warm Up: estimated Tax Payments
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Case Study 1: Filing an Extension
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Case Study 2: Filing an Extension
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Certification Warm Up: Drill & Practice
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21Earn Income Credit (EIC)
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Earn Income Credit (EIC) Workout
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Skills Warm Up: Workout Resources
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Skills Warm Up: Qualifying for the EIC
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Case Study 1: Household Employee Income
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Case Study 2: EIC Eligibility
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Case Study 1: Tests for Qualifying Children
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Case Study 2: Tests for Qualifying Children
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Skills Warm Up: Rules for a Qualifying Child of More Than One Person
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Skills Warm Up: No Qualifying child
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Case Study 1: EIC Table
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Skills Warm Up: Schedule EIC and EIC Worksheets
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Certification Warm Up
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Certification Warm Up: Drill & Practice
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22Refund and Amount of Tax Owed
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Refund and Amount of Tax Owed Workout
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Case Study 1: Errors that Affect the Refund
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Case Study 1: Offsets
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Case Study 2: Offsets
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Skills Warm Up: Direct Deposit
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Case Study 1: Purchasing U.S. Savings Bonds
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Skills Warm Up: U.S. Savings Bonds
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Skills Warm Up: Balance Due
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Case Study 1: Estimated Tax Penalty
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Skills Warm Up: Estimated Tax Penalty
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Case Study 1: Form W-4
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Case Study 1: Estimated Tax Payments
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Certification Warm Up
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Certification Warm Up: Drill & Practice
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23Completing the Return
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Completing the Return: Introduction
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24Amended and Prior Year Returns
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Amended and Prior Year Returns Workout
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Case Study 1: Additional Forms/Changing Information
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Case Study 1: Time Limit on Refunds
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Skills Warm Up: Refunds and Balance Due
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Certification Warm Up: Drill & Practice
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25Certification Test
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Basic Exam
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Registered Tax Return Preparer Test
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