Advanced Technical Tax Forms Training - Form 1040 Issues

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Don't let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes several advanced cases with "filled-in" forms provided with the complete answers.


Basic to intermediate-level experience in preparing Form 1040


  • Recognize and understand how to handle advanced technical issues which arise in a professional practice and in preparing individual tax returns * Complete the tax forms for selected issues


  • What's NEW for this year -- Aimed at higher level staff issues and planning Taking initiative in difficult assignments, can you deliver the QBI message? Full coverage of 199A qualified business income, its calculation, limitations, and examples How much has the cost of operating as a C Corporation gone down; enough to switch entity choice? Does aggregating Passive Activities also aggregate "At-Risk"? Advanced practice, basis, reporting, and gift issues intertwined with advanced planning and discussion ideas Remember the Alamo -- The IRS Future State Initiative, how will clients (and practitioners) interact with IRS in the future? Why the "Light Brigade" failed - Discuss a proposal for a yet to be developed new tax form, which calculates S corp basis, designed to be attached to individual returns Malodorous Form 8867, changes again this year! Form 6198 - At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant Form 6252 - Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain & tax basis of reacquired property Form 5329 - Additional taxes on qualified plans: Advanced study of how to avoid penalties * Form 6251 - Detailed case study and discussion on the adjustments and preferences associated with alternative minimum tax, including discussion of proper treatment of incentive stock options

Event Materials

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Printed manuals can be ordered by in-person attendees 7+ days in advance of most seminars or conferences. Pick these up at registration the day of the event. Electronic versions can be saved to your desktop, laptop or storage device and can be printed in part or wholly by registered attendees.

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Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:


8 CPE Credits
Tax: 8 Credits


Member Price:
$299 $349
Non-member Price:
$399 $449
    Register by December 19th for Early Bird Pricing.

    Registration is open through 12/18.

    Thursday, December 19th

    8:00am to 4:00pm
    (Check-In 7:30am)

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    Gratzer Education Center

    1735 Alliant Ave.
    Louisville, KY 40299

    Map and Directions


    Donald Cooley