Updated information for next year's 1040 Workshop in January 2021 coming soon.

1040 Workshop
Who Should Attend?

This seminar is designed for:

  • Beginning tax preparers
  • Tax practice staff members
  • Tax professionals seeking refresher course information
  • Seasonal/temporary tax staff members
  • Individuals seeking knowledge about basic tax forms
Workshop Topics:
  • Introduction of Federal Tax Form 1040
  • Dependents/Exemptions
  • Income – Taxable or Non-taxable?
  • Deductions – To be or not to be?
  • Tax Rate Schedules
  • Schedule C and Schedule F
  • Schedule E
  • Earned Income Credit
  • Retirement Tax Issues
  • Taxation of Social Security Benefits
Course Objectives and Prerequisites
  • What are the course objectives? 
    Upon completion of this seminar, participants will be able to:
    Apply specific concepts and strategies covered in the seminar while preparing 2019 tax returns, and advise clients about planning strategies applicable to their situations.
  • What are the course prerequisites? 
    No prerequisites required for this course.
  • Delivery Method 
  • Tax Workshop Accreditation 
     CPA CEUs: Up to 7 based on attendance - Taxation (7)
    IRS (EA, PTINS) CEUs: Federal Tax (7)
    Attorney CEUs: 6.58 hours

The Annual Federal & State Tax Institute and related workshops and symposiums are self -supporting. Your continued support makes it possible for our continuance and growth. Thank you for your support.


Tax Institute
P.O. Box 880467
Lincoln, NE 68588-0467