Protect you and your clients by utilizing this guide of rules and regulations of amending tax returns.
Tax returns may contain various errors and misstatements that require that the return be amended. This topic will help you identify errors and misstatements on different tax returns and how the return needs to be amended. The material contains forms and information from the IRS regarding requirements for filing amended 1040X, 1120X, 1065X, amended 1041 with check the box. In addition, the material contains information on how to correct W-2 by filing W-2C with W-3C transmittal.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Amending Personal Income Tax Returns
- Why Returns Need to Be Amended
- Preparing 1040X vs. 1045
Amending Corporation Returns
- Common Errors
- Preparing 1120X vs. 1139
Amending Partnership Returns
- Common Errors
- Preparing 1065X
Amending Estate and Trust Income Tax Returns
- Common Errors
- Amending 1041 - Check the Box
Amending Payroll and Other Returns
- Amending 941, 940, 944 and 945
- Amending W-2C and W-3C
- Amending 1099s
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on October 25, 2024.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Donna J. Jackson, CPA, J.D., LL.M.
Donna J. Jackson, Attorney at Law, PC
- President of Donna J. Jackson and Associates, PLLC
- Practice focuses on estate planning, elder law, probate, special needs planning, and taxes
- Speaker in Oklahoma and nationally on areas of estate planning, elder law, and probate
- Co-author of Getting Started with Advance Directives, American Bar Association; Planning for the Long Term, Senior Lawyers, May 2019; and The Opioid Crisis and the Elderly, Bench and Bar, December 2018
- Recipient of many awards for her service and leadership in the legal community, including the Earl Sneed Award for her contributions to continuing legal education and Elder Law, Lawyers of Distinction
- Member of the Oklahoma Bar Association, American Bar Association, National Academy of Elder Law Attorneys, and Oklahoma Society of CPAs
- Certified public accountant
- LL.M. degree, Stetson University College of Law; J.D. degree, Oklahoma City University School of Law; M.S., B.S. degrees in accounting, Oklahoma State University
- Can be contacted at [email protected] or 405-840-1874
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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