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