Filing Form 1040NR: Taxpayer Elections, Income and Deduction Computation, and Spouse/Dependent Treatment
Recording of a 110-minute CPE webinar with Q&A
This course will provide tax preparers with a drill-down of Form 1040NR filing requirements, determining who should file, correctly reporting income and claiming refunds, identifying available deductions and limitations, listing dependents and spouses, and avoiding costly errors.
- Defining a foreign investor
- Source-of-income rules
Who files Form 1040NR
- Non-resident alien standard
- Dual-resident taxpayers
- Dual-status taxpayers
- Issues in completing Form 1040NR
The panel will review these and other key questions:
- What are the key complexities and best practices for determining tax classification and status of a taxpayer?
- What income items and deductions should always be considered?
- What common mistakes can professionals anticipate and avoid when preparing Form 1040NR?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Gary W. Carter, PhD, MT, CPA
Mr. Carter has worked as a licensed CPA for over 35 years. From 1985 to 2010 he was a tax faculty member of the... | Read More
Mr. Carter has worked as a licensed CPA for over 35 years. From 1985 to 2010 he was a tax faculty member of the University of Minnesota's Carlson School of Management and the Associate Director of the Carlson School's Master of Business Taxation Program. Early in his career, he worked as a revenue agent for the State of Alaska, and later in public accounting for both a regional CPA firm and a Big Four Firm. He has conducted tax seminars on various tax topics and has published several books on taxation.Close
Marc J. Gedeon, Esq., CPA, CA
Founder & President
Gedeon Law & CPA
Mr. Gedeon is a lawyer and certified public accountant who has nearly 15 years of combined experience advising clients... | Read More
Mr. Gedeon is a lawyer and certified public accountant who has nearly 15 years of combined experience advising clients on tax, legal, and business related matters. He provides tax and accounting services to individuals, corporations, LLCs, partnerships and S Corporations. In his legal practice, Mr. Gedeon represents clients in matters related to business law, estate planning, employment law and real estate transactions.Close
to be announced.
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CPE credit is not available on downloads.