Tax CE

1040 Basics CE Package for Exempt Preparers
Form 1040 is one of the official forms used by U.S. taxpayers every year to file an annual income tax return. While the latest version of the form is intended to make it easier for taxpayers and tax preparers to file, there are still a few things that can be missed. It is important for tax preparers to not only know the form but also know the various schedules that may need to filled out with it for more complicated tax situations.

Courses included will meet all the CE requirements of the preparers who are exempt from the Annual Filing Season Program (AFSP). 

You are exempt from the AFSP requirements if you fall into one of the following categories: 
  • Passed the Registered Tax Return Preparer (RTRP) test
  • Completed regulations set by state standards, CTEC and OBTP members
  • Passed the Enrolled Agent Part 1 Exam in the last 2 years
  • You are a VITA Quality Reviewer and Instructor with active PTIN
  • You are a CPA, Attorney or an Enrolled Agent

Please note: Upon completion of the CE courses, you will also need to consent to specific practice obligations outlined in Subpart B and section 10.51 of Treasury Department Circular No. 230 to complete the program requirements for the AFSP-ROC. This information can also be found in your secure email account once you log into your PTIN account. Contact the IRS for any questions regarding the AFSP Record of Completion.

Summary Details

Hours

15.0

Price

$79.95

Access Period: 12 months


Package Information

Products Included Hours Approved For Rating
2026 Annual Tax Season Update 9.0 TUC
Form 1040 Part 1: Filing Status, Exemptions and Income 4.0 FT
Practice Before the IRS 2.0 ETH


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