Investment Income

**This course is now expired and no longer qualifies for IRS CE Credit. To avoid study material confusion, the course materials and final exam have been removed from this course.


IRS Program Number: YH9W1-T-00008-17-S
CE Credits: 3 hours
IRS Category: Federal Tax Law
Delivery Type: Online Self-Study
Exam Questions: 15

Course Syllabus

Course Description
This self-study course discusses the considerations of income tax related to income from interest, treasury investments, certificates of deposit and dividends, and other corporate distributions. It also discusses deduction limit rules, taxation of expenses of producing income, nondeductible expenses, and basis of investment property. This is a Basic tax course with no prerequisites, and qualifies for 3 CE credits in IRS Federal Tax Law.

Learning Objectives

  • Identify the general rules for the taxability of different forms of investment income.
  • Identify the types of investment expenses that are and are not deductible.

Course Assignments

  • Study each Chapter
  • Answer review questions at the end of each chapter
  • Pass the Final Exam with a score of 70 percent or better

Final Exam and Certification
The final exam consists of 15 multiple-choice questions on the information covered in the course materials. To receive credit for this course, you must click on the Exam below to initiate the exam. A passing score of 70 percent or better will receive course credit and a Certificate of Completion.


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Course Content