Mistakes are a natural part of life, and errors—whether big or small—are an inevitable part of the tax process. That’s why pencils come with erasers! The key is knowing how to correct those mistakes with skill and understanding of the rules.
In this informative course, you’ll gain practical guidance on how to amend various types of business, individual, and payroll tax returns, including:
Amending Personal Income Tax Returns – Form 1040-X
Amending Corporate Income Tax Returns – Forms 1120-X and 1139
Amending Partnership Income Tax Returns – Form 1065-X
Amending Employment Income Tax Returns – Forms 1099/1096, W-2C/W-3C, 941-X, 944-X, 945-X, 940
Understanding the complexities of amending tax returns is crucial to avoid repeating mistakes. By addressing errors proactively and amending returns before the IRS reaches out, you can avoid costly delays and penalties.
Learning Objectives:
Understand the process of amending tax returns
Identify the circumstances when a return should be amended
Recognize common challenges and pitfalls in the amendment process
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
