All courses / ProConnect / Form 1040
Individual returns.
Inside ProConnect.
Learn how individual income, deductions, and credits fit together—then see those concepts applied inside ProConnect. Follow the software demonstrations at your own pace and build a repeatable preparation workflow.
ProConnect · 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 ProConnect examples and revisit the steps that need more practice.
Course Curriculum
4 chapters · 50 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 - PRACTICE26 items
- Lesson #1: Proconnect Tax Software Overview
- Lesson #2: Tax Software Example Filing Status
- Lesson #3: Interest Income entry
- Lesson #4: Dividend Income entry
- Lesson #5: W-2 Income Tax Software Entry
- Lesson #6: Capital Gain or (Loss) Software
- Lesson #7: IRA Distributions and How to enter Form 1099-R
- Lesson #8: Social Security Benefits Software Example
- Lesson #9: Sale of Primary Residence (Home) Calculation
- Lesson #10: Taxable State Refunds
- Lesson #11: Alimony Income and Deduction
- Lesson #12: Schedule C - Business Income or Loss - General overview
- Lesson #13: Schedule C - Auto Expenses Standard Mileage vs. Actual Expenses
- Lesson #14: Schedule C - Depreciation
- Lesson #15: Schedule C - Business Use of Your Home
- Lesson #16: Schedule E - Depreciation of Rental property – How to calculate the Basis of Rental propert
- esson #17: Schedule E - Rental Income and Expense
- Lesson #18: Schedule E - Sale of Rental Property
- Lesson #19: Standard or itemized deductions overview
- Lesson #20: Itemized Deductions – Medical and Dental Deductions
- Lesson #21: Itemized Deductions – Taxes Paid [2024 EXAMPLE]
- Lesson #22: Itemized Deductions – Mortgage Interest
- Lesson #23: Itemized Deductions – Gifts
- Lesson #24: Itemized Deductions – Other Itemized Deductions
- Lesson #25: 1040 Preparation Study Case in Proconnect
- Lesson #26: Thank you and See You Later!
Learn at a pace
that works for you.
Follow the recorded training, revisit the explanations, and work through the examples as you build familiarity with the preparation process.
After enrollment, you’ll access the course through your Thinkific student account.
Want a broader software learning path? Explore the ProConnect bundle →
Individual returns in ProConnect
50 lessons and resources · Recorded training
Continue to Thinkific checkout →Review access terms, included resources, and final total at checkout.
- Complete your purchase in Thinkific.
- 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.
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.
Ready to make the process
feel more familiar?
Individual returns in ProConnect · $199.99 USD
Enroll now →