Finance Exam Prep

Ran Chen, EA, CFP®

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Enrolled Agent Exam [Part 1] 99, Form 1040 Review and Common Errors

4/24/2026 • 3 min

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: • How to determine the most advantageous filing status between Qualifying Widow(er) and Head of Household. • The rule for correctly applying multiple additional standard deduction amounts for age and blindness. • Why an unsigned tax return is considered invalid and how this impacts the official filing date. • How the exam tests credit eligibility rules, like the investment income limit for the EITC, over complex math. • When common forms like Schedule B are required based on specific income thresholds. For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or Youtube Channel: https://www.youtube.com/@Open-exam-prep

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