Course Information

[click to return to the previous page]

1041 Preparation and Planning 3: Tax Computation and Completing the Return (2009 Edition)
Author: Sidney Kess and Barbara Weltman

Description:
1041 Preparation and Planning 3: Tax Computation and Completing the Return details the rules for completing Form 1041. Alerts of new changes for the year are provided. Examples illustrate how related code rules apply. Sample forms and schedules are included, as well as practice pointers, pitfalls and recent developments.

Topics covered in this course include:

  • Introduction to Tax Computation
  • Taxable income of the Fiduciary
  • Alternative Minimum Tax (AMT) (Schedule I)
  • Tax Credits
  • Taxes
  • Payments
  • Estimated Tax
  • Introduction to Completing the Return
  • Tax Due or Overpayment
  • Signature of Fiduciary, Date, and Fiduciary’s EIN
  • Where to File

Course Details:
Price:  $30.00
Field of Study:  Taxes
Prerequisites:  1041 Preparation and Planning 2: Income and Deductions (2009 Edition)
Level:  Basic
Advanced Preparation:  None
CTEC course number:  1075-CE-5397
Course was last updated on:  11/26/08
[click to buy this course]
Library:
This course does not belong to any Specialty Libraries.

Technical Requirements:
To view and print downloadable content files available in this program, you will need Adobe Acrobat Reader. You can download the free Reader plugin at Adobe's website by clicking on the icon below, then following the instructions for installation on your computer.
[click to download acrobat reader]
Credit Available For: Units
CPE 2.0 CPE
QAS 2.0 CPE
CFP® (Accepted by the CFP Board) 1.0 CPE
Enrolled Agent (Accepted by the IRS) 2.0 CPE
CTEC Federal 2.0 CE

Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.

CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

User Reviews
Reviewer: Cheryl B. submitted on 11/30/2009
tips and pitfalls
Reviewer: Russell K. submitted on 11/16/2009
alt min
Reviewer: John B. submitted on 10/28/2009
Very thorough about including many, many items which may affect the tax calculation.
[click to buy this course]