Preliminary Work and Taxpayer Data
14 outline questionsGather filing facts, taxpayer identity information, prior-year items, tax payments, correspondence, and special filing requirements.
Part 1
EA Part 1: Individuals
Part 1 prepares students for individual tax return issues, taxpayer data, income, deductions, credits, tax computation, advisory topics, and specialized individual filing situations.
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Income and Assets
17 outline questionsClassify taxable and nontaxable income, retirement distributions, capital transactions, Social Security benefits, and related reporting issues.
Reviewed content available in an upcoming staged release.
Deductions and Credits
17 outline questionsApply adjustments, itemized deductions, standard deduction rules, refundable and nonrefundable credits, and documentation requirements.
Reviewed content available in an upcoming staged release.
Taxation and Advice
20 outline questionsCompute tax, advise individual taxpayers, identify planning issues, and handle estimated tax and penalty avoidance topics.
Reviewed content available in an upcoming staged release.