Individual tax preparation: Formulario 1040
Learn to follow the process of an individual federal tax return, from the client interview and documents to reviewing the result.
Online
Taught in Spanish
Practical cases
WHO IS IT FOR?
For people who…
Want to learn how to prepare individual tax returns or strengthen the foundation they already have.
Format
Online. Access and support details will be shared before enrollment opens.
Length
It will be published once the full experience, including exercises, has been measured.
OUTCOMES
By the end of this program you will practice:
Organizing the information you receive
Spotting missing data
Working with source documents
Analyzing cases before completing a return
CURRICULUM
What you will study
Seven modules that follow the same order in which a real return is prepared: from the client interview to the final review.
7
modules
100%
online
Module 1 · Individual return fundamentals
- Who must file a federal return
- Filing statuses and how to choose the right one
- Dependents: relationship, residency and support tests
- General structure of Form 1040
Module 2 · The client interview and documents
- How to conduct the initial interview
- Identity documents, SSN and ITIN
- Forms W-2, 1099, 1098 and other source documents
- How to spot missing information
Module 3 · Income
- Wages, tips and interest
- Dividends, pensions and Social Security benefits
- Self-employment income: introduction to Schedule C
- Other income that is often overlooked
Module 4 · Adjustments and deductions
- Adjustments to income and adjusted gross income (AGI)
- Standard deduction versus itemized deductions
- Documentation that supports each deduction
Module 5 · Credits
- Child tax credit and credit for other dependents
- Education credits
- Earned income tax credit (EITC) and due diligence requirements
Module 6 · Payments, result and final review
- Withholding and estimated payments
- Refund, balance due and direct deposit
- Review checklist before filing
- Signature and e-filing
Module 7 · Complete practical cases
- Returns from start to finish with real sample documents
- Common mistakes and how to fix them
HOW WE WORK
Walk through the Form 1040 the way Ani reviews it
Tap each section to see what gets reviewed and the most common mistake. It is a sample of the course’s practical approach.
ENROLLMENT
Reserve your spot in the course Form 1040
Complete your payment online and you will get access to the Ani Miller Academy student portal.
- Online classes with explanations and examples
- Hands-on practice exercises
- Work with source documents and real cases
- Access to the student portal
Program price
One-time payment · Online access
Enroll today: your spot is confirmed by email, with your invoice.
All sales are final. See our Academy policies.
Already a student? Sign in here →
FREE PDF GUIDE
Document checklist to prepare a 1040 tax return
The same list we use to prepare for a client interview: identification, income, deductions, credits and payments, organized so nothing slips through.
- 2 pages
- More than 30 documents
- Ready to print
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WE ANSWER YOUR QUESTIONS
Frequently asked questions
Can’t find the answer you are looking for? Write to us and we will help you choose the right program.
Do I need prior experience?
Not for the launch courses: the Form 1040 course and the course for business owners start from the fundamentals. The professional and advanced programs will list their requirements on their own page.
Are the courses online?
Yes. Both launch courses are planned to be taught online. The format of upcoming programs will be announced on each program’s page before enrollment opens.
How long is each course?
The length of each program will be published on its page once the full experience, including exercises, has been measured.
Do the courses offer IRS continuing education credits?
IRS continuing education credits only apply to approved programs. If a program offers them, we will state it clearly on its page; if it does not say so, it does not grant credits. The Schedule C webinar does not have approved credits.
Does completing a course authorize me to prepare returns for other people?
No. The courses are educational training and do not grant a license or authorization. To prepare federal returns for pay, the IRS requires a preparer tax identification number (PTIN), and some states have additional requirements.
Can I buy courses separately?
Yes, each course can be taken separately. We are also putting together a package option for those who want several programs; you can request information in the form.
Where can I find the price and start date?
Each course publishes its price and start date on its own page when enrollment opens. If you sign up through the form, we will let you know as soon as they are available.
KEEP LEARNING
Your next step
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YOUR NEXT STEP
Learn with real cases.
Start today.
Practical training in taxes and financial intelligence, built on Ani Miller’s experience. Classes are taught in Spanish.
ACADEMY
© 2026 Ani Miller Academy · Inversiones Los Palapunes Corp. All rights reserved.
Educational content; it is not personalized tax advice. IRS continuing education credits only apply to approved programs.
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