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Cpece webinars
Amending Tax Returns: What You Need to Know


CPE Processing Fee$50.00
Webinar TranscriptionN/A
Presentation Length Hour(s)2.0 hours
CPE Credits 2.0 hours
Subject Area 2.0 - Taxes (Federal Tax)
CE Credits 2.0 hours
Course Id# - HURS9-T-01260-22-S
Course LevelBasic
Instructional MethodQAS Self-Study
Advance PreparationNone
Recorded DateDecember 23, 2022
Date OfferedDecember 23, 2022
Expiration DateDecember 23, 2023
Course Description

Mistakes are a part of life and errors of any kind are a common occurrence. That’s why pencils have erasers! Fixing tax mistakes takes skill and knowledge of the rules as to whether they are amendments of the various business, individual, or payroll tax returns.

Professionals should be familiar with the often-complicated process of amending tax returns to avoid making the same mistake twice. Practitioners also need to be proactive and amend the returns as soon as substantial errors are found...and before the IRS reaches out!

Topics for discussion:

  • Amending personal income tax returns: Form 1040 X

  • Amending corporation 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, 941X, 944X, 945X, 940

Learning Objectives:

  • List various ways to amend personal, corporate, partnership, and employment income tax returns and their respective forms

Self-Study Course Instructions:


Download the course document(s) (below) and follow prompts contained in the document.


Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Financialhorizons amendingtaxreturns videoimage
Handout Materials
Presentation Slides
Additional Materials
Review Questions
Review Questions
QUESTION 1: 00:11:59 minutes
QUESTION 2: 00:21:12 minutes
QUESTION 3: 00:39:30 minutes
QUESTION 4: 01:01:19 minutes
QUESTION 5: 01:13:32 minutes
QUESTION 6: 01:22:29 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Marcia L. Miller, MBA, EA

Financial Horizons, Inc
President & Owner

(954) 389-9510

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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). 

She received both her MBA and BBA from the University of Miami School of Business.

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NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Financial Horizons, Inc. is an expert tax and consulting practice based in Ponte Vedra, FL, assisting taxpayers with their individual & business tax preparation and planning requirements.