Part 1

Part 1: Individuals

Part 1

Part 1: Individuals

1. Preliminary Work and Taxpayer Data - 14 questions
1.1 Preliminary work to prepare a tax return

2. Income and Assets - 17 questions
2.1 Income
2.2 Retirement income
2.3 Property, real and personal
2.4 Adjustments to income

3. Deductions and Credits - 17 questions
3.1 Itemized deductions and Qualified Business Income (QBI)
3.2 Credits

4. Taxation - 15 questions
4.1 Taxation

5. Advising the Individual Taxpayer - 11 questions
5.1 Advising the individual taxpayer

6. Specialized Returns for Individuals - 11 questions
6.1 Estate tax
6.2 Gift tax
6.3 International information reporting