LIVE ZOOM TRAINING
1040-X Amended Tax
Return Masterclass
For beginners, tax preparers, and tax professionals
SEPT 12-13
What You Will Learn
- When to file vs NOT to file
- IRS statute of limitations
- Common reasons for filing
- Reading tax transcripts
- Original vs corrected returns
- Completing forms line by line
- Federal and state amendments
- Form W-2C & 1099 corrections
- Claiming missed dependents
- Changing filing status
- Maximizing deductions & credits
- Marketplace insurance adjustments
- Schedule C business corrections
- Rental property adjustments
- EIC, CTC, and ACTC calculations
- E-file vs paper filing procedures
- Compiling required documentation
- Tracking amendment status
- Live TaxSlayer software demo
- 5-10 real-world case studies
- Hands-on practice exercises
TARGET DEMOGRAPHIC
Who Should Attend
TAX PREPARERS
ENROLLED AGENTS
BOOKKEEPERS
TAX OFFICE STAFF
NEW TAX PROS
SCALING BIZ
INCLUDED ASSETS
Masterclass Deliverables
Technical Workbook
A comprehensive digital manual detailing line-by-line instructions, compliance charts, and diagnostic checklists to assist in completing both federal and state adjustments securely.
Lifetime Access
Unrestricted, permanent entry to the masterclass portal. Revisit the core curriculum, strategy updates, and reference transcripts exactly when future amendment scenarios require them.
Case Studies
More than 10 real-world practice exercises demonstrating e-file vs paper protocols, precise Schedule C adjustments, and accurate comparisons between original and corrected returns.
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STR Tax & Wealth Institute
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AUTHORITY IN TAX.