Line by Line Basic Series: Schedules A, B, and D
Speakers: Paul G. Massa, EA and Beth Logan, EA
CE: 1 IRS CE
IRS Program #: X9QQU-T-00843-22-S
This presentation will explain the basics of Schedule A, B, and D by discussing the lines, from which other forms the data transfers, other input, and how the information on Schedule A flows to the form 1040. It will also explain SALT and the limitations and the wash rules. Nominee interest and dividends will also be discussed.
Learning Objectives:
- To understand the form, where different items are entered and from where the entered data came.
- To understand long-term versus short-term gains and losses.
- To understand the wash rule.
- To understand nominee interest and dividends and how that is entered on the form.
- To understand who needs to complete Part III of Schedule B.
If you would like to learn more and earn more CE credits, we highly encourage you to take the full certificate program which includes all THREE courses at a discounted rate!
To purchase the entire program, please click this link here and select "purchase": Line by Line Basic Series Certificate Program
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Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at education@naea.org.
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