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Amending Tax Return Errors and Misstatements

Date: Thursday, August 2, 2018
Time: 1:00 - 2:30 pm EST

Sponsored by Lorman Education Services


Registration - Live Webinar Only: $219.00

Registration - Live Webinar Plus CD Recording: $288.00

 

Protect you and your clients by utilizing this guide of rules and regulations of amending tax returns.

Mistakes of any kind are a common occurrence. That's why pencils have erasers.

And should your errors be a misstatement of information on the various required tax forms and not a mere mathematical error that the Internal Revenue Service will automatically correct; be proactive and amend the returns as soon as you become aware of substantial errors and before the IRS contacts you.

On both personal and business returns, amendments occur due to changes in total income or deductions and credits whether or not they were originally forgotten or overlooked.

You will gain insight as to the IRS regulations of amending tax returns and guide you through the mechanics of the 1040 X, 1120 X and other forms to accurately correct personal, corporation, partnership income and payroll tax returns.

Learning Objectives:

  • You will be able to explain how to amend payroll tax returns.
  • You will be able to review amending partnership income returns.
  • You will be able to discuss amending corporation income tax returns.
  • You will be able to describe how to amend personal income tax returns.

This Live Webinar Covers These Hot Issues:

Amending Personal Income Tax Returns

  • Form 1040 X – Amended U.S. Individual Income Tax Return
  • Correct Filing Status Rules
  • IRS Facts on Filing an Amended Return

Amending Corporation Income Tax Returns

  • Form 1120 X – Amended U. S. Corporation Income Tax Return
  • Form 1139 - Corporation Application for Tentative Refund

Amending Partnership Income Returns

  • Form 1065 X – Amended U.S. Return or Administrative Adjustment Request (AAR)
  • Amending Schedules K - 1

Amending Partnership Income Returns

  • Forms 1099/1096
  • Forms W-2C/W-3C
  • Forms 941X, 944X, 945X, 940

Credit Information (Sponsored by Lorman Education Services):

  • CPE
  • AIPB
  • NASBA
  • EnrolledAgents

For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.

Instructor Profile:

Marcia L. Miller, M.B.A, E.A., Financial Horizons, Inc.

  • President and owner of Financial Horizons, Inc., a full service accounting and tax firm
  • Enrolled agent entitled to practice before the Internal Revenue Service
  • 40 years of accounting, tax and management consulting in South Florida for a practice with an emphasis on representing small business owners in all aspects of taxes, employment and labor issues, pensions, estate planning as well as federal, state (nationwide) and foreign mandatory reporting
  • Federal appointment successfully completed for a three year term to the Internal Revenue Service's Information Reporting Program Advisory Committee (IRPAC)
  • Author, speaker and teleconference expert, for various national companies and accounting organizations at their annual conferences, lecturing on a multitude of tax, technical and non-technical topics focusing on the areas of tax planning, management and health care reform
  • Managing director, Transition Advisors, LLC, leading CPAs through transition with succession and M & A strategies
  • Live presenter at the 2016 CCH Annual User's Conference and FICPA Chapter meetings regarding Succession Planning for CPAs
  • Previous nationwide presenter of tax legislative seminars for Thomson Reuters' Bell Learning Series on current business taxation and accounting issues
  • Former adjunct professor at Nova Southeastern University's H. Wayne Huizenga School of Business and Entrepreneurship
  • M.B.A. and B.B.A. degrees, University of Miami School of Business

(Not available outside the US)