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Abstract:
Establish a strong foundation in the program by learning the fundamentals of data entry in Lacerte.
This webinar presentation is designed for tax professionals who are new to the Lacerte program and need to understand how to prepare a simple Individual income tax return. You will learn how to navigate the most commonly accessed Detail input screens, enter data to generate common tax Forms and Schedules, and use the built-in tools to find input fields. In addition, this webinar will also cover generating estimated payments, entering 1098-T credits, Health Savings Account, Long-Term Care, and amending a 1040 return.
LEARNING OBJECTIVES: - Navigate the Detail input screens to generate various tax forms - Enter basic income from a W-2, 1099-INT, 1099-DIV - Report the sale/disposition of assets on Schedule D - Understand how to generate or force, if necessary, the Schedule A - Enter Estimated Payments - Navigate specialized input screens to generate frequently needed forms such as Earned Income Credit, Child Tax Credit, Education Credits, HSA and Long-Term Care - Create an amended return from the originally filed return and from scratch
WHO SHOULD ATTEND? Tax professionals who are new to Lacerte program and want to learn the basics of program use to generate 1040 Individual tax returns
Course Level: Basic Course Length: 120 Minutes Delivery Method: Group - Internet Based Prerequisites: None Field of Study: Taxes – Technical Recommended CPE: 2* Recommended CE: 2* IRS Category: Federal Tax Law Topics / Federal Tax Related Matters IRS Program Number: NESGF-U-00176-24-O *Note: On-Demand webinars do not qualify for CPE or CE, please browse our Education Resource Center for live webinars to obtain credit
If you're already registered for the Preparing a Simple 1040 in Lacerte - April 25, 2024 webcast, click below:
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Speakers
Randi Sorenson CEO Sorenson Business Consulting
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