Personal and Dependent Exemptions


4 Hour Course

Course ID: UUBXU-T-00006-17-S

Approved By: Internal Revenue Service (IRS)

4.8 12 Reviews

Add to Cart (877) 724-6150

This 4-hour course will cover the topic of personal and dependent exemptions. We’ll cover the tests which can help you determine whether a person qualifies as a qualifying relative or a dependent child, and how they affect one’s taxes.


We’ll cover the forms that you’ll need to be familiar with when filing personal and dependent exemptions. And we’ll talk about the tricky exemption phase-out.


We’ll also take a look at some complicated scenarios, and how to apply the rules for who may claim a child or relative. Last, we’ll cover the Earned Income Credit and the Lifetime Learning Credit, and and who may benefit from these.


The course will conclude with a 17-question, IRS-required exam.

  • Personal & Dependent Exemptions
    • Personal & Dependent Exemptions [19 Activities]
      • 01. Personal and Dependent Exemptions (Video)
      • 02. Filing Information
      • 03. Filing Information
      • 04. Who Else Can Claim the Personal Exemption
      • 05. Filing Information
      • 06. Qualifying Child
      • 07. Residency Test, con't
      • 08. Residency Test, con't - Part 2
      • View Additional Activities
        • 09. Residency Test, con't - Part 3
        • 10. Residency Test, con't - Part 4
        • 11. Residency Test, con't - Part 5
        • 12. Qualifying Relative
        • 13. Qualifying Relative, part 2
        • 14. Qualifying Relative, part 3
        • 15. Total Support
        • 16. Phaseout of Exemptions
        • 17. Social Security Numbers
        • 18. Two Credits Which Taxpayers with Dependents May Claim
        • 19. Conclusion for Personal and Dependent Exemptions (Video)
    • Personal & Dependent Exemptions Exam (17 questions)
  • Course Completion
    • Mandatory Questionnaire
    • Certificate of Completion

Instructor Bio

jeremy allen cpa instructor atyourpaceonline
Jeremy Allen, CPA, was born and raised in Chicago, Illinois. He graduated with a Bachelor's of Science in Accounting from the University of Oregon Charles H. Lundquist College Of Business. He has been a licensed CPA in the state of Oregon since 2007. He specializes in Corporate Taxation and Planning. He enjoys working with start-up businesses, online businesses, and multi-state entities. He is an avid member of Crossfit Grants Pass. In his free time he enjoys traveling and camping with his family. Go Ducks!

Course Reviews

November 10th, 2018
Course work excellent. Easy to study and comprehend.

December 13th, 2017
Course is very complete and covers all aspects of the topics.

August 30th, 2019

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