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Live Webinar

90-minute live streaming program
  • May 25
  • 1:00 - 2:30 pm EST

Also available as:

OnDemand Course

Amending Tax Return Errors and Misstatements

May 25

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.

Learning Objectives

  • You will be able to define the reasons to file amended tax returns.
  • You will be able to describe how to prepare amended tax returns.
  • You will be able to discuss the procedure to amend various tax returns.
  • You will be able to explain the various tax amended tax returns.

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Why Lorman?

Over 34 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 34 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 August 2, 2018.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Live Webinar Registration

  • AIPB 1.5
     
  • This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • Enrolled Agents 1.0
     
  • This program qualifies for 1.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).
     
  • CPE 1.8 including Taxes 1.8
     
  • Lorman Education Services 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 web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 1.8 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

Who should attend?

This live webinar is designed for accountants, CFOs, controllers, accounts payable professionals, tax managers, presidents, vice presidents, bookkeepers, and enrolled agents.

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Why Lorman?

Over 34 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, CPA, J.D., LL.M.

Donna J. Jackson, Attorney at Law, PC

  • Founder and president of Oklahoma City law firm Donna J. Jackson, Attorney at Law, PC
  • Certified public accountant as well as an attorney
  • Practices in the areas of estate planning, elder law, probate, and administration
  • Admitted to practice law in all State District Courts of Oklahoma, the U.S. District Court of the Western and Eastern Districts of Oklahoma, and the U.S. Tax Court
  • Member of the Oklahoma Bar Association, American Bar Association, National Academy of Elder Law Attorneys, and Oklahoma State Society of CPAs
  • Speaks at various continuing legal education seminars on estate planning
  • Recipient of many awards for her service and leadership in the legal community, including most recently the Earl Sneed Award for her contributions to continuing legal education
  • LL.M. degree, Stetson University College of Law; J.D. degree, Oklahoma City University School of Law; B.S. and M.S. degrees in accounting, Oklahoma State University
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More Program Information

Why Lorman?

Over 34 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 408663
Published 2018, 2021
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