Course Specifics
CPE Credit: IRS: 6 Annual Federal Tax Refresher Hours, CTEC: 6 Federal Tax Hours
Field of Study: AFTR, Federal Tax
Course Level: Update
Prerequisite: General knowledge of individual taxation
Advance Preparation: None
Delivery Method: Self-Study
IRS Program Number: UBWMF-A-00363-26-S
CTEC Course Number: 6209-CE-00275
Expires 12/31/2026 at midnight. The course exam must be submitted by midnight to receive credit.
300 Minutes
2026 Annual Federal Tax Refresher (AFTR)
Course Description
This 6-hour AFTR course provides a comprehensive review of the current provisions and recent changes to the tax code. Stay ahead of the curve in a competitive tax preparation environment with this course covering all of the essential developments impacting individual tax returns during the upcoming filing season. This course also includes a review of basic individual tax preparation information needed to prepare 2026 returns. Practices, procedures, and professional responsibility requirements mandated by Circular 230 are covered to equip the practitioner with the relevant information needed to complete a successful filing season.
Learning Objectives
- Recognize the relevant changes affecting 2026 individual tax returns
- Identify the applicable inflation adjustments and thresholds affecting 2026 individual tax returns
- Distinguish potential sources of taxable income and deductible expenses
- Identify the rules of professional responsibility applicable to preparers and preparer penalties
Last Modified: 8/11/2026
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