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Personal Tax Return Analysis

Explains how to analyze tax returns to determine a projected income and explores income trends, recurring versus non-recurring income, and how tax returns can be used as a sales tool. ​

Re-versioned: October 2016

What You'll Learn

After successfully completing this course, you will be able to:

  • Identify income trends and non-recurring situations used in analysis, as well as cross-sell opportunities
  • Analyze wage and tip income including the non-cash and pre-tax benefits associated with the source of income 
  • Analyze taxable and non-taxable interest and dividend income 
  • Describe and calculate the source of income information on Schedule C, capital gains and losses, and limited partnership income 
  • Differentiate the areas on Schedule E and calculate rental income


Bank personnel who are in a position to use personal tax returns from clients for lending analysis.

Course Credits

ABA Professional Certifications: 7.25 CLBB, CTFA

ABA Certificates​: This course applies to the following certificates:

Questions? Please contact for more information.




Purchase for a Team
To license this course to your bank for multiple learners, please contact ABA Training.​


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