All courses / Drake Tax / Form 1040
Individual returns.
Inside Drake Tax.
Learn how individual income, deductions, and credits fit together—then see those concepts applied inside Drake Tax. Follow the software demonstrations at your own pace and build a repeatable preparation workflow.
Drake Tax · Form 1040 · Learn at your own pace
You’re ready for
a clearer next step.
You understand the tax concepts, but still wonder where the information belongs in the software.
You want to follow a complete preparation workflow instead of piecing together unrelated tutorials.
You need more practice with individual-return income, deductions, and supporting schedules.
Bookkeepers adding individual tax services, newer preparers learning professional software, and tax professionals who want a practical refresher.
Turn “where does this go?”
into a practical workflow.
Connect common tax documents to individual-return reporting.
Work through wages, investments, retirement income, Schedule C, and Schedule E topics.
Understand how deductions and credits fit into the Form 1040 workflow.
Follow practical Drake Tax examples and revisit the steps that need more practice.
Course Curriculum
6 chapters · 62 lessons and resources listed in Thinkific
01Module 1 - General4 items
- Chapter 1.2 - The Basic - A Short History of the U.S. Individual Income Tax
- Chapter 1.3 - An Overview of Form 1040. The Forms
- Chapter 1.4 - Basic Principles and General Filing Requirements
- Chapter 1.5 - Personal Exemption and Dependents
02Module 2 - Income11 items
- Chapter 2.1 - Wages, 1040 Line 1
- Chapter 2.2 - Interest Income, 1040 Line 2
- Chapter 2.3 - Dividend Income, 1040 Line 3
- Chapter 2.4 - IRA distributions, 1040 Line 4
- Chapter 2.5 - Pensions and annuities, 1040 Line 5
- Chapter 2.6 - Social security benefits, 1040 Line 6
- Chapter 2.7 - Capital gain or (loss). Schedule D, 1040 line 7
- Chapter 2.8 - Schedule C - Business Income or Loss (Schedule 1, line 10)
- Chapter 2.9 - Schedule E - Rental Income and Expenses (Schedule 1, line 10)
- Chapter 2.10 - Additional income, Schedule 1, line 10
- Chapter 2.11 - Adjustments to Gross Income, Schedule 1, line 12-21
03Module 3 - Tax and Credits9 items
- Chapter 3.1 - Standard or itemized deductions overview
- Chapter 3.2 - Itemized Deductions
- Chapter 3.3 - Qualified business income deduction from Form 8995 or Form 8995-A (1040 line13)
- Chapter 3.4 - Additional deductions from Schedule 1-A, line 38 ((1040 line 13b
- Chapter 3.5 - Tax (1040, line 16) and Other Taxes
- Chapter 3.6 - Chapter 3.6 - Additional Taxes from Schedule 2(1040, line 17)
- Chapter 3.7 - Child and Dependent Care Credit (1040, line 19)
- Chapter 3.8 - Additional Credits and Payments, Schedule 3
- Carryovers/Overpayments
04Module 5 - PRACTICE ( Complex Tax Return Example)16 items
- Chapter 5.1 - Overview of Drake Tax 2025 - Installation
- Chapter 5.2 - Overview of Drake Tax - Overview and Functionalities
- Chapter 5.3 - PRACTICE Problem 1 Part 1 - Entering Data (Review Data of Prior Year Tax Return, Excel Worksheet)
- 2025 Tax Workpapers Examples
- 2025 Tax Organizer Example
- Provided by Client Information
- Chapter 5.4 - PRACTICE Problem 1 Part 2 - Entering Basic Data for 2025 Tax Return
- Chapter 5.5 - PRACTICE Problem 1 Part 3 Data Input Form 1099-DIV & Form 1099-INT
- Chapter 5.6 - PRACTICE Problem 1 Part 4 Data Input 1099-R
- Chapter 5.7 - PRACTICE Problem 1 Part 5 Schedule C, Auto Expenses and Business use of home
- Chapter 5.8 - PRACTICE Problem 1 Part 8 Retirement Contributions
- Chapter 5.9 - PRACTICE Problem 1 Part 9 Itemized Deduction
- Chapter 5.10 - PRACTICE Problem 1 Part 10 Health Insurance Marketplace Statement
- Chapter 5.11 - PRACTICE Problem 1 Part 11 Reconciliation of Income per workpaper with Income Tax Return
- Chapter 5.12 - PRACTICE Problem 1 Part 12 Clearing Diagnostics and E-filing
- Workpapers - with answers
05Module - Addional Practice Examples [2024]21 items
- W-2 Income Tax Software Entry [2024 EXAMPLE]
- 1099-INT Income Tax Software Entry [2024 EXAMPLE]
- 1099-DIV Income Tax Software Entry [2024 EXAMPLE]
- Capital Gain or (Loss) Software [2024 EXAMPLE]
- IRA Distributions and How to enter Form 1099-R [2024 EXAMPLE]
- Social Security Benefits Software Example [2024 EXAMPLE]
- Alimony Income and Deduction [2024 EXAMPLE]
- Taxable State Refunds [2024 EXAMPLE]
- Schedule C - Business Income or Loss - General overview [2024 EXAMPLE]
- Schedule C - Auto Expenses Standard Mileage vs. Actual Expenses [2024 EXAMPLE]
- Schedule C - Depreciation [2024 EXAMPLE]
- Schedule C - Business Use of Your Home [2024 EXAMPLE]
- Schedule E - Depreciation of Rental property – How to calculate the Basis of Rental property [2024 EXAMPLE]
- Schedule E - Rental Income and Expenses [2024 EXAMPLE]
- Schedule E - Sale of Rental Property [2024 EXAMPLE]
- Standard or itemized deductions overview [2024 EXAMPLE]
- Itemized Deductions – Medical and Dental Deductions [2024 EXAMPLE]
- Itemized Deductions – Taxes Paid [2024 EXAMPLE]
- Itemized Deductions – Mortgage Interest [2024 EXAMPLE]
- Itemized Deductions – Gifts [2024 EXAMPLE]
- How to prepare amended return in Drake Tax Software
06FAQ1 items
- 1099-R Distribution and Roth IRA Conversion Form 8606_
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Individual returns in Drake Tax
62 lessons and resources · Recorded training
Continue to Thinkific checkout →Review access terms, included resources, and final total at checkout.
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- Open your student account to access the training.
- Follow the modules and revisit the examples as you learn.
Hi, I’m Kat.
Let’s make tax practical.
I’m a California CPA with more than 10 years of tax preparation and review experience, including work at EY. I created Not So Boring CPA to help you connect tax concepts to the work you actually do.
My goal is to make the software and preparation process easier to follow—one practical example at a time.
Meet Kat →Before you get started.
How do I access the course?
Enroll through the matching Thinkific checkout. Use your Thinkific student account to access the training after purchase.
Do I need to start on a specific date?
This is recorded training. Review the current offer for course availability and your access period.
Can I preview a lesson before buying?
Yes—watch the course preview above without creating an account.
Is a software license included?
Check the current offer for any included practice software access. Recorded demonstrations do not by themselves provide a software license.
Which lessons and resources are included?
The curriculum above summarizes the current course listing, including lessons and supporting resources.
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Individual returns in Drake Tax · $199.99 USD
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