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The Intermediate certification path covers tax law as it applies to wage earners who have more complex income issues. This certification path covers all Basic lessons with the addition of more diverse return preparation needs for wage and pension earners as well as those receiving SSA and simple self-employment activities.

Screening and Interviewing

Earned Income Credit

Filing Basics and Filing Status

Child Tax Credit

Income

Education Credits

Standard and Itemized Deductions

Miscellaneous Credits

Personal and Dependency Exemptions

Other Taxes

Credit for Child and Dependent Care

Payments

Refund and Amount of Tax Owed

Quality Review of the Tax Return

Concluding the Interview

Amended Returns

You may "test out" of the Intermediate Course by achieving a passing score on the Test. Proceed through the course in the order shown to complete the training:

  • Intermediate Course
  • Intermediate Test

Click Start Intermediate Course to begin the training.