Tax Preparation 2021-2022 Part 5 Credits & Payments
Learn tax preparation form a certified public accountant (CPA)
7020 Tax Line 16 Part 1
7240 Tax Line 16 Part 2
7250 Tax Line 16 Software
7260 Payments
7262 Payments Software
8020 Credits for Qualifying Children and Other Dependents Overview
8025 Credits for Qualifying Children and Other Dependents Overview Part 3
8030 Child Tax Credit Dependent Qualifications
8040 Part I-A — Child Tax Credit and Credit for Other Dependents (All Filers)
8060 CTC - Part I - B Filers Who Check a Box on Line 13 (RCTC - ODC)
8080 CTC - part I-C - Filers Who Do Not Check a Box on Line 13 (NCTC-ACTC-ODC)
8100 CTC - Parts II-A, II-B, and II-C—Filers Who Do Not Check a Box on Line 13 (
8120 Child Tax Credit and Other Depended Credit Excel Worksheet
8125 Child Tax Credit and Other Dependent Credit Software
8220 Earned Income Tax Credit (EIC) Overview
8240 Earned Income Tax Credit (EIC) No Children Software
8245 Earned Income Tax Credit (EIC) One Child Software
8250 Earned Income Tax Credit (EIC) Two Children Software
8255 Earned Income Tax Credit (EIC) Three Children Software
8520 Child and Dependent Care Expenses Credit Overview
8530 Child and Dependent Care Expenses Credit Definitions
8550 Child and Dependent Care Expenses Credit Who Can Take the Credit or Exclude D
8560 Child and Dependent Care Expenses Credit Line Instructions Part 1
8570 Childand Dependent Care Expenses Credit Line Instructions Part 2
8580 Child and Dependent Care Expenses Credit Line Instructions Part 3
8590 Child and Dependent Care Expenses Credit Line Instructions Part 4
8610 Child and Dependent Care Expenses Not Married Software
8620 Child and Dependent Care Expenses (MFJ) Software
8710 Education Credits Overview
8730 American Opportunity Credit
8750 Lifetime Learning Credit
8770 Education Credits Adjusted Qualified Education Expenses
8790 Education Credits- Specific Instructions Part 1
8810 Specific Instructions Part 2
8830 Specific Instructions Part 3
8835 American Opportunity Credit Software
8850 Lifetime Learning Credit Software
8905 Recovery Rebate Credit Overview
8915 Recovery Rebate Credit Software
This course will focus on tax preparation related to credits, including the child tax credit, the credit for other dependents, the earned income tax credit, child and dependent care expenses credit, and education credits.
We will look at each new concept from multiple angles, starting with a presentation discussing the topic and then looking at examples to better understand the concepts in action.
The example section will use tax forms to work problems and an accounting equation method using Excel so learners will understand the impact on the actual tax return and visualize the concepts using a tax formula.
Tax credits can have a significant impact on the amount a taxpayer pays. We will discuss the differences between a tax credit and a deduction.
Learners will understand how the child tax credit works, including the idea of an advanced child tax credit and what nonrefundable and refundable credits are.
The course will cover and show examples of the earned income tax credit, one of the most complicated tax credits to understand.
We will look at what types of expenses may qualify for the child and dependent care expenses credit.
Learners will understand education credits and how to calculate them.