2026 tax-law changes
Inflation adjustments, mileage, information reporting, credits, deductions, Schedule 1-A, charitable contributions, education accounts and health savings accounts.
Standalone course · development
2026 Annual Federal Tax Refresher
A planned six-hour federal tax law update course following the IRS 2026 AFTR outline and supporting non-exempt participation in the 2027 Annual Filing Season Program.
Not yet IRS approved or open for enrollment. CE credit, testing, certificates and PTIN reporting remain disabled until the IRS completes its review, assigns the required program number and the authoritative learner-record system is connected.
Public course outline
Form 1040 refresher
Filing status, common income, retirement, Schedule C, capital transactions, deductions, credits, payments, refunds and due dates.
Practice and procedure
Identity theft, taxpayer-data security, ITINs, preparer penalties, due diligence, e-file rules, AFSP participation and IRS online accounts.
Delivery
Planned for instructor-led live online and self-paced delivery. Live attendance requires polling throughout. A recording does not earn live-online credit.
Required test
A separate 100-question comprehension test is required, with a 70% passing score and no more than 180 continuous minutes. Test questions and answers remain protected.
Need the full AFSP education pathway?
AFTR is only one component of the non-exempt pathway. Compare the non-exempt and exempt CE combinations before enrollment.