Analyzing Personal Tax Returns
Description
This course focuses on identifying when personal tax returns are required and how to derive income from supporting forms and schedules. Participants will compete a case study calculating income from various income streams reported on a form 1040.
Agenda
- Identify the need for personal tax returns
- Documentation requirements for income verified on personal tax returns
- Calculating income reported on personal returns
- Complete 1040 case study
Length
- Webinar: 2 hours in length
Recommended Attendees
- This course is most valuable for loan processors and loan officers.
Scheduling Process
Materials
- Analyzing Personal Tax Returns Webinar Exhibits - Participant Download [PDF]
- Analyzing Personal Tax Returns Webinar Presentation [PDF]
- Calculator
- Pen/Pencil
Questions?
- Contact Tina Callisto at 925.658.6836
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