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Self-Study CPE
2023-2024 FEDERAL TAX UPDATES FOR INDIVIDUALS: IRS PROCEDURE & LEGISLATION
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ROADMAP TO 1099 REPORTING
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2023-2024 FEDERAL TAX UPDATES FOR BUSINESSES: IRS PROCEDURE & LEGISLATION
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TAX GAP REDUCTION WITH PROPER 1099 REPORTING
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MASTERING IRS REPRESENTATION: TAX SEASON MISTAKES THAT CREATE IRS ENFORCEMENT
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1099 MISCLASSIFICATION ISSUES FOR INDEPENDENT CONTRACTORS AND GIG WORKERS
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ESOP OVERVIEW FOR OWNERS, CFOs & CPAs
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UNDERSTANDING PARTNERSHIP TAXATION: DISTRIBUTIONS
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2024 FILING SEASON CHANGES FOR 1099 REPORTING
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THE CHOICE BETWEEN IRS FORM 1040 SCHEDULES C AND E
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IRS PRESENTING: TAX RELIEF IN DISASTER AREAS FROM AN INDIVIDUAL TAX PERSPECTIVE
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1099 PLANNING FOR THE 2024 FILING SEASON
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2024 ANNUAL TAX SEASON UPDATE
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FEDERAL INCOME TAX CHANGES: 2024
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NAVIGATING AN IRS TAX AUDIT
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VIRTUAL CURRENCY TRANSACTIONS AND FORM 1040
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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HOME OFFICE DEDUCTION
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SCHEDULES K-2 AND K-3: UNDERSTANDING NEW REQUIREMENTS
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IRS PRESENTING: NAVIGATING THE RESTART OF AUTOMATED COLLECTION NOTICES
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IRS PRESENTING: EMPLOYEE RETENTION CREDIT VOLUNTARY DISCLOSURE PROGRAM
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READING AND REVIEWING IRS TRANSCRIPTS LIKE A PRO
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THE SECURE ACTS: 2024 UPDATED CHANGES AND PLANNING STRATEGIES
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RETIREMENT, CHALLENGES, AND OPPORTUNITIES UNDER THE BIDEN TAX PLAN IN 2024
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EDUCATION TAX BENEFITS
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EARNED INCOME TAX CREDIT
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HEALTHCARE REFORM: THE AFFORDABLE CARE ACT TAX PROVISIONS
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INFLATION REDUCTION ACT
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IRS COLLECTIONS & INSTALLMENT ARRANGEMENTS
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BANKRUPTCY TAX GUIDE
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IRS & FTC PRESENTS: SCAMS, TAX-RELATED IDENTITY THEFT & IDENTITY PROTECTION PIN
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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TAX TREATMENT OF SICKNESS AND INJURY PLANS
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THE SECTION §199A PASS-THROUGH DEDUCTION
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TAX TREATMENT OF LIFE INSURANCE PROCEEDS
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REAL ESTATE TAX GUIDE
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TAX RESEARCH TECHNIQUES
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TYPES OF BUSINESS ENTITIES
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TAX TREATMENT OF INDIVIDUAL RETIREMENT ARRANGEMENTS
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NAVIGATING FORM 1040 SCHEDULE C
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SECURE ACT 2.0
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TAX CUTS AND JOBS ACT OF 2017
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MASTERING FORM W-2: AN ESSENTIAL GUIDE FOR TAX PROFESSIONALS
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1099 REPORTING SIMPLIFIED
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EMPLOYMENT POLICIES & PROCEDURES WITH A GLIMPSE OF 1099 REPORTING TO FREELANCERS
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S CORPORATION BASIS AND FORM 7203
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FRINGES: THE KEY TO ATTRACTING GOOD TALENT AND WHAT THE IRS HAS TO SAY ABOUT IT
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A PRIMER ON THE IRS's STREAMLINED FILING COMPLIANCE PROCEDURES
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S CORPORATION BASIS AND FORM 7203: EXTENDED EDITION
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2024-2025 FEDERAL TAX UPDATES FOR INDIVIDUALS: IRS PROCEDURE & LEGISLATION
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2024-2025 FEDERAL TAX UPDATES FOR BUSINESSES: CASES & UPDATES
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2024-2025 FEDERAL TAX UPDATES FOR BUSINESSES: IRS PROCEDURE & LEGISLATION
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2024-2025 FEDERAL TAX UPDATES FOR INDIVIDUALS: CASES & UPDATES
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HANDLING AN INTERNATIONAL TAX ASSESSMENT: FORM 5471
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PARTNERSHIP TAX UPDATES
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IRS PRESENTING: INDEPENDENT CONTRACTOR VS. EMPLOYEE
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CORPORATE TRANSPARENCY ACT (CTA)
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ESSENTIAL RULES FOR 1099 REPORTING TO INDEPENDENT CONTRACTORS
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2024 FEDERAL TAX UPDATE FOR INDIVIDUALS
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Cpece webinars
Roadmap to Amending Tax Returns: The X Factor

ROADMAP TO AMENDING TAX RETURNS: THE X FACTOR

CPE Processing Fee$60.00
Webinar TranscriptionN/A
Presentation Length Hour(s)2.0 hours
CPE Credits 2.0 hours
Subject Area 2.0 - Taxes (Federal Tax)
CE Credits 2.0 hours
Course Id# - HURS9-T-01718-24-S
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateNovember 8, 2024
Date OfferedNovember 8, 2024
Expiration DateNovember 8, 2025
Course Description

Mistakes are a part of life and errors of any kind are a common occurrence. That’s why pencils have erasers! Fixing them takes skill and knowledge of the rules.

Join this informative course for guidance on amendments to various business, individual, or payroll tax returns:


  • Amending Personal Income Tax Returns - Form 1040 X

  • Amending Corporation Income Tax Returns - Forms 1120 X and 1139

  • Amending Partnership Income Tax Returns - Form 1065 X

  • Amending Employment Income Tax Returns: Forms 1099/1096, W-2C/W-3C, 941X, 944X, 945X, 940

Be familiar with the often-complicated process of amending tax returns so you don't make the same mistake twice. Be proactive and amend the returns as soon as you become aware of substantial errors and before the IRS contacts you.

Learning Objectives:


  • Recall the process of amending tax returns

  • Determine when to amend returns

  • Identify challenges to making amendments



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Financialhorizons roadmaptoamendingtaxreturns videoimage
Handout Materials
Presentation Slides
Additional Materials
Glossary
Review Questions
Review Questions
QUESTION 1: 0:13:48 minutes
QUESTION 2: 0:31:02 minutes
QUESTION 3: 0:42:21 minutes
QUESTION 4: 1:06:31 minutes
QUESTION 5: 1:36:02 minutes
QUESTION 6: 1:37:13 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Marcia L. Miller, MBA, EA

Financial Horizons, Inc
President & Owner

(954) 389-9510

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Marcia L. Miller, MBA, EA is President and Owner of Financial Horizons, Inc. 

Marcia’s experience spans over four decades of Accounting, Tax and Management Consulting for a practice with emphasis on representing Small Business Owners in all aspects of Taxes, Employment & Labor Issues, Pensions, Estate Planning as well as Federal, State (Nationwide) and Foreign mandatory reporting.

As an author, webinar expert, and live speaker for various national companies & accounting organizations at their annual conferences, she has shared her expertise on a multitude of current business taxation and accounting topics.

As a recognized Thought Leader and Speaker in the World of Information Reporting and commonly referred to as the "1099 Queen", Marcia was appointed to, and successfully completed a three-year term, as a Committee Member, to the Internal Revenue Service's Information Reporting Program Advisory Committee (IRPAC). 

She received both her MBA and BBA from the University of Miami School of Business.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Financial Horizons, Inc. is an expert tax and consulting practice based in Ponte Vedra, FL, assisting taxpayers with their individual & business tax preparation and planning requirements.