Intermediate Workshop Return 2
Title:
Summary:
Intermediate Workshop Return 2
In this lesson, you will learn the following:
1) Entering multiple W-2s;
2) Complete Form 2106, Employee Business Expense;
3) Calculate expenses for a Qualified Performing Artist;
4) Complete Bank Application for Bank Product;
5) Create the e-file.
Average completion time: 45 minutes
Steps for Intermediate Workshop Return 2
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Log in to your user name. Use “TRAINING” if you plan to practice electronically
filing these returns through the TaxWise Training Electronic Filing Center.
Start a new return using 202-XX-XXXX. Use your company’s EFIN for “XXXXXX” if you are in the Training user name. Otherwise, use a unique number agreed
upon by your company.
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Hannah is an actress.
She received a W-2 from each studio that she worked for during the year.
She also had some expenses for her acting. These are listed below.
Air fare .............$1,086.25
Hotel ....................$423.65
Transportation .......$58.60
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Meals .....................$84.52
Makeup .................$46.96
Costume ..............$625.31
None of these expenses were reimbursed.
Hannah is single and would like a RAL if she receives a refund.
The phone number for Paramount Studios is (310) 555-1212.
The phone number for Broadway Theatre is (212) 555-8621.
The phone number for Shakespeare Theatre is (205) 555-5689.
Her birth date is July 24, 1971.
Her home phone number is (770) 555-5585. This is the number where she can be reached all
day.
Social Security Card
HANNAH ELISABETH GRANT
202-XX-XXXX
1
Intermediate Workshop Return 2
A Control number
OMB No. 1545-0008
B Employer Identification Number
05-9XXXXXX
C Employer’s name, address, and ZIP code
Paramount Studios
1521 Movie Boulevard
Los Angeles, CA 90032
D Employee’s social security number
202-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 3,624.62
3 Social security wages
$ 3,624.62
5 Medicare wages and tips
$ 3,624.62
7 Social security tips
$
9 Advance EIC payment
$
11 Nonqualified plans
$
Hannah E. Grant
5233 Northwest Drive
Birmingham, AL 35266
13
15
State
Employers State
ID no.
16 State
wages, tips,
etc.
AL
05-9XXXXXX
$ 3,624.62
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
2 Federal income tax withheld
$ 362.15
4 Social security tax withheld
$ 224.73
6 Medicare tax withheld
$
52.56
8 Allocated tips
$
10 Dependent care benefits
$
12a See instructions for box 12
Code
$
12b
Code
$
12c
Code
$
12d
Code
$
Third-party
14 Other
Sick pay
18 Locality
name
19 Local
20 Local Income
wages, tips,
tax
etc.
$ 124.32
$
$
Department of the Treasury – Internal Revenue Service Center
2
Intermediate Workshop Return 2
A Control number
OMB No. 1545-0008
B Employer Identification Number
06-0XXXXXX
C Employer’s name, address, and ZIP code
Broadway Theatre
1632 Broadway Avenue
New York, NY 10121
D Employee’s social security number
202-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 4,263.16
3 Social security wages
$ 4,263.16
5 Medicare wages and tips
$ 4,263.16
7 Social security tips
$
9 Advance EIC payment
$
11 Nonqualified plans
$
Hannah E. Grant
5233 Northwest Drive
Birmingham, AL 35266
13
15
State
Employers State
ID no.
16 State
wages, tips,
etc.
NY
06-0XXXXXX
$ 4,263.16
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
2 Federal income tax withheld
$ 414.86
4 Social security tax withheld
$ 264.32
6 Medicare tax withheld
$
61.82
8 Allocated tips
$
10 Dependent care benefits
$
12a See instructions for box 12
Code
$
12b
Code
$
12c
Code
$
12d
Code
$
Third-party
14 Other
Sick pay
18 Locality
name
19 Local
20 Local Income
wages, tips,
tax
etc.
$ 362.14
$
$
Department of the Treasury – Internal Revenue Service Center
3
Intermediate Workshop Return 2
A Control number
OMB No. 1545-0008
B Employer Identification Number
06-1XXXXXX
C Employer’s name, address, and ZIP code
Shakespeare Theatre
8623 Romeo Drive
Birmingham, AL 35266
D Employee’s social security number
202-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 4,136.23
3 Social security wages
$ 4,136.23
5 Medicare wages and tips
$ 4,136.23
7 Social security tips
$
9 Advance EIC payment
$
11 Nonqualified plans
$
Hannah E. Grant
5233 Northwest Drive
Birmingham, AL 35266
13
15
State
AL
Employers State
ID no.
16 State
wages, tips,
etc.
06-1XXXXXX
$ 4,136.23
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
2 Federal income tax withheld
$ 415.11
4 Social security tax withheld
$ 256.45
6 Medicare tax withheld
$
59.98
8 Allocated tips
$
10 Dependent care benefits
$
12a See instructions for box 12
Code
$
12b
Code
$
12c
Code
$
12d
Code
$
Third-party
14 Other
Sick pay
18 Locality
name
19 Local
20 Local Income
wages, tips,
tax
etc.
$ 213.22
$
$
Department of the Treasury – Internal Revenue Service Center
4