CFTEA

Personal Tax Return Analysis

$95.00

SKU: ba2fd310dcaa Category:
Code: A6041SP

Description

This course provides participants with the ability to extract key information from 1040 Federal Tax Returns to determine projected income. It reviews tax returns, projected income forms, income sources, and cross-selling possibilities. Participants will learn how to explain to customers why a loan was declined due to insufficient projected income and how the different schedules were analyzed

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