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2013 H&R Block At Home Lab Instructions, Whittenburg & Altus-BullerCh. 6 JasperOpen H&R Block 2013, and update it.Select the Start a Return button.Select the Forms button, and select Show All Forms. Start by filling in a Background Worksheet, found under Form 1040. Only fill in the information you have, but you will need to enter dates of birth. Don't forget their occupations - enter them as nouns.Select Close Form, and then fill in a Dependents Worksheet, found under Form 1040, for Sam. Enter a date of birth for Sam.Select Close Form, and then fill in a W-2 Worksheet, found under Form 1040, for each of the parents. Be sure to enter their state income tax withheld.For the interest income, fill out a Form 1099-INT/OID. Since the amount of taxable interest is over 1,500, a Schedule B is required. Open a Schedule B, and in Part III, on the Mini-Worksheet for Part III, check the N box for No. The Jaspers itemize. For Schedule A, enter the home mortgage interest on the Home Mortgage Interest Worksheet. For Description of property, enter Principal residence, and answer Yes to the question about paying this interest to a financial institution. Enter the amount in Part A, on line 1. The real estate taxes can be entered directly on Schedule A, on the Mini-Worksheet for Line 6, Real Estate Taxes, on line d i. For the state income taxes paid in 2013 (for 2012), open a State and Local Income Tax Payments Worksheet and enter the amount in Part V, on line 9.Open a Charitable Donations Worksheet and enter the amount of their contribution to the church.Enter the medical expenses directly on Schedule A, on the Mini-Worksheet for Line 1, Medical Expenses (Other than Mileage and Transportation). The income tax return preparation fee can also be entered directly on Schedule A, on line 22. For the union dues, on Schedule A, find the Mini-Worksheet for Line 21, Employee Business Expenses (right above line 21), and enter the amount on line b. Enter the description in the description box for line 21.Close Forms Central.To get the Child and Dependent Care Credit, rather than opening forms, go through a section of the interview. Select Federal, and then Credits. Next to Child and Dependent Care Expenses, select Go To. In the Child and Dependent Care Expenses window, select Next, and in the next window select No and then Next. In the Child and Dependent Care Providers window, select Add Provider, and then in the next window select My care provider is a business. Select Next and make up a name and Tax ID# in one of the formats shown - 91-1111111 works. Enter the expenses paid and select Next. In the next window confirm that Sam is checked and select Next. In the next window confirm the care provider's information and select Next. In the next window select Finished.Save the file by selecting File/Save from the menu.Then File/Save As PDF. The software will save two returns - one For Filing and one For Records. Review the Tax Return for Filing.Select File/Exit to exit the program.Ch. 6 JacksonOpen H&R Block 2013, and update it.Select the Start a Return button.Select the Forms button, and select Show All Forms. Start by filling in a Background Worksheet, found under Form 1040. Only fill in the information you have, but you will need to enter a date of birth. Enter the occupation as a noun.Select Close Form, and then fill in a W-2 Worksheet, found under Form 1040. Be sure to enter his state income tax withheld.Jackson has some interest income, so fill out a separate Form 1099-INT/OID for each amount. For the private activity bond interest, enter the amount in box 8 and in box 9. Since the amount of taxable interest is over 1,500, a Schedule B is required. Open a Schedule B, and in Part III, on the Mini-Worksheet for Part III, check the N box for No. Jackson itemizes. For Schedule A, enter the home mortgage interest on the Home Mortgage Interest Worksheet. For Description of property, enter Principal residence, and answer Yes to the question about paying this interest to a financial institution. Enter the amount in Part A, on line 1. For the state income taxes paid in 2013 (for 2011), open a State and Local Income Tax Payments Worksheet and enter the information in Part V, on line 9.The real estate taxes can be entered directly on Schedule A, on the Mini-Worksheet for Line 6, Real Estate Taxes, on line d i. Enter the medical expenses directly on Schedule A, on the Mini-Worksheet for Line 1, Medical Expenses (Other than Mileage and Transportation). You can enter the accounting fees on the Mini-Worksheet for Line 23, on line m.Open a Charitable Donations Worksheet and for Part 1, on line 1a, enter each charity name and amount. For Type, select 50% limit.Close Forms Central.Save the file by selecting File/Save from the menu.Then File/Save As PDF. The software will save two returns - one For Filing and one For Records. Review the Tax Return for Filing.In addition to the tax forms in the text, the software will generate a blank Page 2 for Form 6251 and a Form 1040-V.Select File/Exit to exit the program.Ch. 6 PhamOpen H&R Block 2013, and update it.Select the Start a Return button.Select the Forms button, and select Show All Forms. Start by filling in a Background Worksheet, found under Form 1040. Only fill in the information you have, but you will need to enter a date of birth. Enter the occupation as a noun.Select Close Form, and then fill in a W-2 Worksheet, found under Form 1040. Be sure to enter his state income tax withheld.Pham has some interest income, so fill out a separate Form 1099-INT/OID for each amount. For the private activity bond interest, enter the amount in box 8 and in box 9. Since the amount of taxable interest is over 1,500, a Schedule B is required. Open a Schedule B, and in Part III, on the Mini-Worksheet for Part III, check the N box for No. Pham itemizes. For Schedule A, enter the home mortgage interest on the Home Mortgage Interest Worksheet. You can combine the two amounts on one worksheet. For Description of property, enter Principal residence, and answer Yes to the question about paying this interest to a financial institution. Enter the amount in Part A, on line 1. Also enter the interest on the home equity loan used to purchase a Lexus on Schedule A, in the Alternative Minimum Tax (AMT) Adjustments area below line 13, on line a. The deductible portion of the California auto registration tax can be entered directly on Schedule A, on the Mini-Worksheet for Line 7, Personal property Taxes, on line b.For the state income taxes paid in 2013 (for 2012), open a State and Local Income Tax Payments Worksheet and enter the information in Part V, on line 9.The real estate taxes can be entered directly on Schedule A, on the Mini-Worksheet for Line 6, Real Estate Taxes, on line d i. Enter the medical expenses directly on Schedule A, on the Mini-Worksheet for Line 1, Medical Expenses (Other than Mileage and Transportation). You can enter the accounting fees on the Mini-Worksheet for Line 23, on line m.Open a Charitable Donations Worksheet and for Part 1, on line 1a, enter each charity name and amount. For Type, select 50% limit.Close Forms Central.Save the file by selecting File/Save from the menu.Then File/Save As PDF. The software will save two returns - one For Filing and one For Records. Review the Tax Return for Filing.In addition to the tax forms in the text, the software will generate a blank Page 2 for Form 6251 and a Form 1040-V.Select File/Exit to exit the program.Ch. 6 IncisorOpen H&R Block 2013, and update it.From the menu, select File/Open Saved Return, and select Open for Ivan Incisor Ch 5 2013 Tax Return.Fill out a new Form 1099-INT/OID for the private activity bond interest, and enter the amount in box 8 and in box 9.On Ivan's W-2 Worksheet, change the amount of federal income tax withholding.To avoid the underpayment penalty, open a Form 2210 and check the box on line a of the Mini-Worksheet for line 8. Close Forms Central.Save the file by selecting File/Save As from the menu. Name the return Ivan Incisor Ch 6 2013 Tax Return.Then File/Save As PDF. The software will save two returns - one For Filing and one For Records. Review the Tax Return for Filing.In addition to the tax forms in the text, the software will generate a blank Page 2 for Form 4684.The software will not generate a Qualified Dividends and Capital Gain Tax Worksheet as part of the return, but you can view it if you'd like - open a Schedule D, and see the Schedule D Tax Worksheet below line 22. The software will not generate a Schedule B because it is not required.Select File/Exit to exit the program. ................
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