Go through the steps below in order (Print this page and use it as a checklist of steps you have completed.)
Each step in the checklist below contains a link to the detail page for that step.
| Topic Area |
| |
Lesson |
Notes / Comments . . . . . . . . . . . . . . . . . . . |
| Standards of Conduct |
| |
Standards of Conduct |
|
| 4491 Part 1: Getting Started |
| |
Lesson 1: Course Introduction |
|
| |
Lesson 2: Screening and Interviewing |
|
| |
Lesson 3: Filing Basics |
|
| 4491 Part 2: Determining Filing Status and Exemptions |
| |
Lesson 4: Filing Status |
|
| |
Lesson 5: Personal Exemptions |
|
| |
Lesson 6: Dependency Exemptions |
|
| |
Lesson 7: Unique Filing Status and Exemption Situations |
|
| 4491 Part 3: Determining Taxable Income |
| |
Lesson 8: Income – Wages, Interest, Etc., Form 1040, Lines 7–11 |
|
| |
Lesson 9: Income – Business; Form 1040, Line 12 |
|
| |
Lesson 10: Income – Capital Gain or Loss; Form 1040, Line 13 |
|
| |
Lesson 11: Income – Retirement Income; Form 1040, Lines 15–16 |
|
| |
Lesson 12: Income – Rental and Schedules K-1 |
|
| |
Lesson 13: Income – Unemployment Compensation; Form 1040, Line 19 |
|
| |
Lesson 14: Income – Social Security Benefits; Form 1040, Line 20a |
|
| |
Lesson 15: Income – Other Income; Form 1040, Line 21 |
|
| 4491 Part 4: Determining Adjusted Gross Income (AGI) |
| |
Lesson 17: Adjustments to Income |
|
| 4491 Part 5: Computing the Tax and Credits |
| |
Lesson 19: Standard Deduction and Tax Computation |
|
| |
Lesson 20: Itemized Deductions |
|
| |
Lesson 22: Credit for Child and Dependent Care Expenses |
|
| |
Lesson 23: Education Credits |
|
| |
Lesson 24: Foreign Tax Credit |
|
| |
Lesson 25: Child Tax Credit |
|
| |
Lesson 26: Miscellaneous Credits |
|
| 4491 Part 6: Computing Other Taxes and Total Tax |
| |
Lesson 27: Other Taxes |
|
| 4491 Part 7: Applying Refundable Credits and Computing Payments/Refund |
| |
Lesson 28: Payments |
|
| |
Lesson 29: Earned Income Credit (EIC) |
|
| |
Lesson 30: Refund and Amount of Tax Owed |
|
| 4491 Part 8: Completing and Filing the Return |
| |
Lesson 31: Quality Review of the Tax Return |
|
| |
Lesson 32: Concluding the Interview |
|
| 4491 Part 9: Amending and Filing Returns |
| |
Lesson 34: Amended and Prior Year Returns |
|
| Part NJ: New Jersey Additions |
| |
NJ-1 Federal vs NJ Issues |
|
| |
NJ-2 Property Tax Relief Programs |
|
| |
NJ-3 Property Tax Reimbursement |
|