Date: December 16th , 2025

Time: 2pm ET | 1pm CT | 12pm MT | 11am PT

Duration: 120 minutes

Description:

This course provides comprehensive guidance on amending various types of tax returns, including personal, corporate, partnership, and employment income tax returns. Participants will gain a clear understanding of the forms, procedures, and timing involved in correctly filing amended returns to avoid penalties and interest.

Learning Objectives

• List various ways to amend personal, corporate, partnership, and employment income tax returns and identify the specific forms required for each
• Recognize the often-complicated process involved in amending tax returns and the potential challenges
• Outline proactive strategies to identify and amend tax returns with errors promptly to minimize issues with the IRS

Topics Covered

• Amending Personal Income Tax Returns: Form 1040X
• Amending Corporate Income Tax Returns: Forms 1120X, 1139
• Amending Partnership Income Tax Returns: Form 1065X
• Amending Employment Income Tax Returns: Forms 1099/1096, W-2C/W-3C, 941X, 944X, 945X, 940

Session Highlights

• Detailed explanation of when and how to file amended returns across different tax categories
• Step-by-step guidance on completing key amendment forms
• Discussion of best practices to avoid duplicate errors and reduce exposure to penalties and interest
• Practical examples and scenarios illustrating the amendment process
• Instructions for managing the timing and submission of amended returns to ensure compliance

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Update
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 120 minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

Marcia L. Miller, MBA, EA is President and Owner of Financial Horizons, Inc. Marcia’s experience spans over four decades of Accounting, Tax and Management Consulting for a practice with emphasis on representing Small Business Owners in all aspects of Taxes, Employment & Labor Issues, Pensions, Estate Planning as well as Federal, State (Nationwide) and Foreign mandatory reporting.

As an author, webinar expert, and live speaker for various national companies & accounting organizations at their annual conferences, she has shared her expertise on a multitude of current business taxation and accounting topics. As a recognized Thought Leader and Speaker in the World of Information Reporting and commonly referred to as the “1099 Queen”, Marcia was appointed to, and successfully completed a three-year term, as a Committee Member, to the Internal Revenue Service’s Information Reporting Program Advisory Committee (IRPAC).