California Individual Tax Credits
$89.00
California offers a wide range of tax credits for individual taxpayers, but navigating the eligibility requirements, interactions between credits, and unique filing situations can be complex. Too often, valuable credits go unclaimed simply because preparers are unfamiliar with the details or assume they mirror federal rules.
In this course, we’ll take a deep dive into the credits available to Form 540 filers, highlighting both the well-known and the often-overlooked opportunities. We’ll explore the rules for claiming credits, discuss special circumstances that may limit or expand a taxpayer’s eligibility, and review the forms required to properly calculate and claim each benefit. Along the way, we’ll also cover how different credits can interact with each other—sometimes in surprising ways.
This course will give you a stronger command of California credits so you can ensure your clients receive every tax benefit they’re entitled to.
What You’ll Learn:
- Credits available for California taxpayers.
- Requirements to claim various credits, as well as how credits may impact one another.
- Unique rules for claiming credits and certain other benefits.
2 CA Tax Law Hours
Course number: 1008-CE-01200
