Tax CE

1040 Schedule A

Overview

Don't miss deductions! Master Schedule A & uncover hidden tax savings for your clients. Explore medical, charity, taxes & more. Learn key questions to ask & stay updated on rule changes.

Summary Details

Hours

2.0

Price

$15.95







Learning Objectives

  • given a list of medical expenses incurred by a taxpayer, identify those which may be itemized and calculate the deduction 
  • identify the taxes that may be deductible, including the real estate and sales taxes that apply in different states and municipalities
  • identify the types of mortgage interest and points that taxpayers may deduct
  • identify eligible cash and non-cash charitable donations and the types of documentation that are needed to support their deduction


Designed For:

EAs, CPAs, CRTPs, and other tax and financial professionals


WebCE® is registered with the National Association of State Boards of Accountancy (NASBA)as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information regarding WebCE administrative policies such as refunds, cancellations and concerns, please contact Support Services at 877-488-9308.

Course Information

Adding additional credit may change exam requirements.

Access Period: 12 months
Prerequisites: Exposure to Form 1040 and its schedules
Advanced Preparation: None
Tax Year: 2023 - 2024
Delivery Method: Self-Study
PDF Download: Available
Provider of Record: WebCE
Provider Number: RPBX8
Field of Study: Taxes
Last Reviewed: April 2024
Study Level: Basic
Approved For: Federal Tax Topics

Exam

Proctor: No
Passing Grade: 70
Questions: 10



Recent Customer Course Comments

Comments are from students across the country who have recently completed the latest version of the course(s).


PS Patricia S.
Course completed 12/31/2024

I would to see the chapter notes visible while quizzing



WS Wallace S.
Course completed 12/31/2024

THANKS AGAIN!



RC Romaine C.
Course completed 12/28/2024

There is an error in the question below. Where did the extra $300 come from? Adam refinanced his mortgage for 20 years in January 2017 and paid $3,000 in points. He refinanced with Bank of America to get a better interest rate and did not take out any additional money. He has been amortizing the points of $150 ($3,000 ÷ 20 years) each year on his tax return. In November 2023, he decides to refinance with Hanover Bank, a local bank with a better interest rate. He is charged $2,000 for points on this new 20-year loan. On his 2023 return, Adam can take the remaining points on the Bank of America loan as a deduction of $2,400 ($3,000 - $600 [points already taken]). Adam will also start to amortize the $2,000 in points paid over 20 years. In 2023, he can also deduct $16.67 ($2,000 ÷ 20 = $100 per year; $100 ÷ 12 × 2 months).



AA Abul A.
Course completed 12/26/2024

Excellent.



RG Roxanne G.
Course completed 12/20/2024

the course is very comprehensive, and easy to follow. One can learn reasoning and logic from the lessons, more than learning tax laws by rote or cramming.



MM Marta M.
Course completed 12/12/2024

THANK YOU



AS Alan S.
Course completed 12/11/2024

It would be helpful to remind that changes referenced as being made in a prior year tax law change is still effective for 2024



DJ DEMTRICIS J.
Course completed 12/11/2024

ALOT OF GREAT MATERIAL



GH Gary H.
Course completed 12/8/2024

good content



SW Shelly W.
Course completed 11/29/2024

WebCe is the best course I've have in years, including self study and in person classes



RP Robin P.
Course completed 11/25/2024

Likely to use againg because it is a good resource, fairly priced and wide selection of courses



MB MARIA B.
Course completed 11/22/2024

Elevator



CA Christina A.
Course completed 10/31/2024

Great course



AG Albino G.
Course completed 10/29/2024

excellent course, but need more than 1 question in the chapter



SA Siddi A.
Course completed 10/4/2024

Excellent job



MS Melissa S.
Course completed 9/25/2024

course material very easy to understand



CF Celso F.
Course completed 9/16/2024

Excellent



MM Manuel M.
Course completed 9/11/2024

EXCELLENT