Home / EA Course / SEE 3

IRS forms workshop

SEE 3 Chapter 26 · IRS outline All domains

Part 3 is full of form numbers, and the SEE loves to test them: which form appoints a representative, which asks for a payment plan, which appeals a lien, which reports identity theft. This workshop gathers every form the course has used into one place, grouped by job, with the deadline or rule that goes with each. Theo uses it as his desk reference; you can use it as your final review.

In this chapter

  1. Becoming and staying a practitioner
  2. Preparer and return forms
  3. Authorizations, fiduciaries and transcripts
  4. Help, identity theft and notices
  5. Paying: extensions, plans and offers
  6. Collection appeals and lien relief
  7. Fixing accounts: amendments, refunds, spouses and estates
  8. Exam and Appeals forms

This chapter has 8 lessons and 63 practice MCQs with explanations, plus flashcards and a recall sheet.

What this chapter covers

Chapter 25: The IRS e-file program