Income tax instruction.docx

Income tax instruction.docx

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Incometaxinstruction

www.cba.tamuk.edu/grivera/3305Solutions/ITF_SM_Ch04_2010.pdf

2010H&RBlockAtHomeLabInstructions,Whittenburg&Altus-Buller

Ch.1Bayan

FirstyouneedtoinstallH&RBlockAtHome-installPremium.

OpenH&RBlock2010,andupdateit.

SelecttheStartaReturnbutton.

Fromthemenu,selectForms/OpenForms,andstartbyfillinginaBackgroundWorksheet,foundunderForm1040.Onlyfillintheinformationyouhave,butyouwillneedtoenteradateofbirth.Entertheoccupationasanoun.

SelectCloseForm,andthenfillinaW-2Worksheet,foundunderForm1040.

SelectCloseForm,andthentotryfortheMakingWorkPaycredit,openaScheduleM,andintheEconomicRecoveryPaymentssection,selectNoforquestiona.

CloseFormsCentral,selecttheFederaltab,andthenselectMisc.SelectGoToforChoosingForm1040,1040A,1040EZ,andselectForm1040EZ.

SavethefilebyselectingFile/Savefromthemenu.

AlsosavethetaxreturnasaPDFfile,sothatyoucanlookatthereturnoutsideofthesoftwareprogram.SelectFile/SaveAsPDF.Thesoftwarewillsavetworeturns-oneForFilingandoneForRecords.ReviewtheTaxReturnforFiling.

ThesoftwarewillnotgeneratetheWorksheetforLine8,Makingworkpaycredit,butyoucandisplayScheduleM.

Don'tbeafraidtoexplorethesoftware-youcan'thurtanything!

Ch.1Lazo

OpenH&RBlock2010,andupdateit.

SelecttheStartaReturnbutton.

Fromthemenu,selectForms/OpenForms,andstartbyfillinginaBackgroundWorksheet,foundunderForm1040.Onlyfillintheinformationyouhave,butyouwillneedtoenterdatesofbirth.Entertheoccupationsasnouns.

SelectCloseForm,andthenfillinaDependentsWorksheet,foundunderForm1040,forLyle.EnteradateofbirthforLylesothathewas18in2010.

SelectCloseForm,andthenfillinaW-2Worksheet,foundunderForm1040,forLeon.

SelectCloseForm,andthentotryfortheMakingWorkPaycredit,openaScheduleM,andintheEconomicRecoveryPaymentssection,selectNoforquestionsaandb.

CloseFormsCentral,selecttheFederaltab,andthenselectMisc.SelectGoToforChoosingForm1040,1040A,1040EZ,andselectForm1040A.

SavethefilebyselectingFile/Savefromthemenu.

ThenFile/SaveAsPDF.Thesoftwarewillsavetworeturns-oneForFilingandoneForRecords.ReviewtheTaxReturnforFiling.

Ch.1Boxer

OpenH&RBlock2010,andupdateit.

SelecttheStartaReturnbutton.

Fromthemenu,selectForms/OpenForms,andstartbyfillinginaBackgroundWorksheet,foundunderForm1040.Onlyfillintheinformationyouhave,butyouwillneedtoenteradateofbirth.Entertheoccupationasanoun.

SelectCloseForm,andthenfilloutaDependentsWorksheet,foundunderForm1040,forHelen.EnteradateofbirthforHelensothatshewas18in2010.

SelectCloseForm,andthenfillinaW-2Worksheet,foundunderForm1040.

SelectCloseForm,andthentotryfortheMakingWorkPaycredit,openaScheduleM,andintheEconomicRecoveryPaymentssection,selectNoforquestiona.

Boxerhassomeinterestincome,soyouneedtofilloutaForm1099-INT/OID.SelectCloseForm,andopenaForm1099-INT/OID,foundunderScheduleB.

CloseFormsCentral,selecttheFederaltab,andthenselectMisc.SelectGoToforChoosingForm1040,1040A,1040EZ,andselectForm1040A.

SavethefilebyselectingFile/Savefromthemenu.

ThenFile/SaveAsPDF.Thesoftwarewillsavetworeturns-oneForFilingandoneForRecords.ReviewtheTaxReturnforFiling.

Ch.1Incisor

OpenH&RBlock2010,andupdateit.

SelecttheStartaReturnbutton.

Fromthemenu,selectForms/OpenForms,andstartbyfillinginaBackgroundWorksheet,foundunderForm1040.Onlyfillintheinformationyouhave,butyouwillneedtoenterdatesofbirth.Entertheoccupationsasnouns.

SelectCloseForm,andthenfilloutaDependentsWorksheet,foundunderForm1040,forIra.EnteradateofbirthforIrasothathewas17in2010.

SelectCloseForm,andthenfillinaW-2Worksheet,foundunderForm1040,forIvan.

SelectCloseForm,andthentotryfortheMakingWorkPaycredit,openaScheduleM,andintheEconomicRecoveryPaymentssection,selectNoforquestionsaandb.

TheIncisorshavesomeinterestincome,soyouneedtofilloutaForm1099-INT/OID.SelectCloseForm,andopenaForm1099-INT/OID,foundunderScheduleB.

CloseFormsCentral.

ThiswillbeaForm1040,soyoudon'tneedtochoosetheForm-Form1040isthedefault.

SavethefilebyselectingFile/SaveAsfromthemenu.NamethereturnIvanIncisorCh12010TaxReturn.

ThenFile/SaveAsPDF.Thesoftwarewillsavetworeturns-oneForFilingandoneForRecords.ReviewtheTaxReturnforFiling.

Ch.2Hair

OpenH&RBlock2010,andupdateit.

SelecttheStartaReturnbutton.

Fromthemenu,selectForms/OpenForms,andstartbyfillinginaBackgroundWorksheet,foundunderForm1040.Onlyfillintheinformationyouhave,butyouwillneedtoenterdatesofbirth.Entertheoccupationsasnouns.

SelectCloseForm,andthenfillinaW-2Worksheet,foundunderForm1040,foreachperson.

SelectCloseForm,andthentotryfortheMakingWorkPaycredit,openaScheduleM,andintheEconomicRecoveryPaymentssection,selectNoforquestionsaandb.

TheHairshavesomeothertypesofincomebesideswages.YouneedtofilloutaseparateForm1099-INT/OIDforeachinterestamount,andaseparateForm1099-DIVforeachdividend.

TheinterestfromtheCityofSt.Louisbondsismunicipal,tax-exemptinterest,sobesuretoenteritintherightspot.

FilloutaForm1099-G,foundunderForm1040,fortheunemploymentcompensation.

CloseFormsCentral,selecttheFederaltab,andthenselectMisc.SelectGoToforChoosingForm1040,1040A,1040EZ,andselectForm1040A.

SavethefilebyselectingFile/Savefromthemenu.

ThenFile/SaveAsPDF.Thesoftwarewillsavetworeturns-oneForFilingandoneForRecords.ReviewtheTaxReturnforFiling.

ThesoftwarewillnotgenerateaQualifiedDividendsandCapitalGainTaxWorksheetaspartofthereturn,butyoucanviewitifyou'dlike–openaDividends/CapitalGainWorksheet.

Ch.2Gomez

OpenH&RBlock2010,andupdateit.

SelecttheStartaReturnbutton.

Fromthemenu,selectForms/OpenForms,andstartbyfillinginaBackgroundWorksheet,foundunderForm1040.Onlyfillintheinformationyouhave,butyouwillneedtoenterdatesofbirth.Entertheoccupationsasnouns-lookattheiremployersandbecreative!

SelectCloseForm,andthenfillinaW-2Worksheet,foundunderForm1040,foreachperson.

SelectCloseForm,andthentotryfortheMakingWorkPaycredit,openaScheduleM,andintheEconomicRecoveryPaymentssection,selectNoforquestionsaandb.

FilloutaForm1099-INT/OIDfortheinterestincomeandaW-2GWorksheetforthelotterywinnings.

Toenterthealimonypaid,openanAttachmentsWorksheet,foundunderForm1040,andentertheinformationonPage2.

CloseFormsCentral.

ThisisaForm1040,soyoudon'tneedtochoosetheForm-Form1040isthedefault.

SavethefilebyselectingFile/Savefromthemenu.

ThenFile/SaveAsPDF.Thesoftwarewillsavetworeturns-oneForFilingandoneForRecords.ReviewtheTaxReturnforFiling.

Ch.2Conch

OpenH&RBlock2010,andupdateit.

SelecttheStartaReturnbutton.

Fromthemenu,selectForms/OpenForms,andstartbyfillinginaBackgroundWorksheet,foundunderForm1040.Onlyfillintheinformationyouhave,butyouwillneedtoenterdatesofbirth.TheaddressforConchandDuvalincludesanapartmentnumber-findthespecialspotforit.Entertheoccupationsasnouns-lookattheiremployersandbecreative!

SelectCloseForm,andthenfillinaW-2Worksheet,foundunderForm1040,forCarl.

SelectCloseForm,andthentotryfortheMakingWorkPaycredit,openaScheduleM,andintheEconomicRecoveryPaymentssection,selectNoforquestionsaandb.

FilloutaForm1099-INT/OIDfortheinterestincome,andaForm1099-DIVforthedividendincome.

FilloutaForm1099-Gfortheunemploymentcompensation,andaFormW-2GWorksheetfortheraffleprize.

CloseFormsCentral.

ThisisaForm1040,soyoudon'tneedtochoosetheForm-Form1040isthedefault.

SavethefilebyselectingFile/Savefromthemenu.

ThenFile/SaveAsPDF.Thesoftwarewillsavetworeturns-oneForFilingandoneForRecords.ReviewtheTaxReturnforFiling.

Ch.2Incisor

OpenH&RBlock2010,andupdateit.

Fromthemenu,selectFile/OpenSavedReturn,andselectOpenforIvanIncisorCh12010TaxReturn.

TheIncisorshavemoreinterestincome,sofilloutaseparateForm1099-INT/OIDforeachinterestamount.TheinterestfromtheWashingtonStatebondsismunicipal,tax-exemptinterest,sobesuretoenteritintherightspot.

AlsofilloutaseparateForm1099-DIVforeachdividend.

FilloutaForm1099-GfortheunemploymentcompensationandaW-2GWorksheetforthegamblingwinnings.

Toenterthealimonypaid,openanAttachmentsWorksheet,foundunderForm1040,andentertheinformationonPage2.

CloseFormsCentral.

ThiswillbeaForm1040,soyoudon'tneedtochoosetheForm-Form1040isthedefault.

SavethefilebyselectingFile/SaveAsfromthemenu.NamethereturnIvanIncisorCh22010TaxReturn.

ThenFile/SaveAsPDF.Thesoftwarewillsavetworeturns-oneForFilingandoneForRecords.ReviewtheTaxReturnforFiling.

ThesoftwarewillnotgenerateaQualifiedDividendsandCapitalGainTaxWorksheetaspartofthereturn,butyoucanviewitifyou'dlike–openaScheduleD,andseetheScheduleDTaxWorksheetbelowline22.ThesoftwarewillnotgenerateaScheduleBbecauseitisnotrequired.

Ch.3Bunge

OpenH&RBlock2010,andupda