Intermediate Workshop Return 5
Title:
Summary:
Intermediate Workshop Return 5
In this lesson, you will learn the following:
1) Complete multiple W-2s;
2) Complete Form 3903, Moving Expense;
3) Complete Sale of Home Worksheet, Schedule D;
4) Complete Form 2441, Credit for Child and Dependent Care Expenses;
5) Create the e-file.
Average completion time: 1 hour
Steps for Intermediate Workshop Return 5
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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 205-XX-XXXX. Use your company’s EFIN for “XX-XXXX” if you
are in the Training user name. Otherwise, use a unique number agreed upon by your
company.
Bob and Susan Ammons are married and wish to file a joint return.
Bob is a pharmacist and Susan is a social worker.
Bob’s birth date is September 6, 1970.
Sue’s birth date is January 28, 1971.
They are claiming their daughter, Amanda, as a dependent.
Amanda’s birth date is October 12, 1998.
Bob changed jobs during the year and they had to sell their home and purchase another one
when they moved from Minnesota to Georgia.
They sold their old home on August 6 for $140,000. They paid $110,000 when they
purchased it on April 10, 1989. They had to pay selling expenses of $6,800 to the real estate
company.
They purchased a new home on July 25 for $150,000.
The distance from Bob’s old home to his new job was 250 miles. They lived 5 miles from
Bob’s old job.
The cost of moving their household goods was $2,450.
They drove 248 miles to Georgia when they moved, and did not keep receipts for the actual
expenses paid while driving. Lodging expenses were $450.
Neither employer helped pay for the move.
They paid Humpty Dumpty Day Care $2,450 during the year to care for Amanda while Bob
and Sue worked. The address is 7 Egg Lane, Cedar, MN 55011. The EIN is 06-2XXXXXX.
They would like to e-file this return and receive a paper check.
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Intermediate Workshop Return 5
Social Security Card
Social Security Card
BOB RAYMOND AMMONS
SUSAN LEIGH AMMONS
205-XX-XXXX
451-XX-XXXX
Social Security Card
AMANDA SARAH AMMONS
452-XX-XXXX
A Control number
OMB No. 1545-0008
B Employer Identification Number
06-3XXXXXX
C Employer’s name, address, and ZIP code
Eckerd’s Drug Store
77 Crestwood Street
Cedar, MN 55011
D Employee’s social security number
205-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 17,500.00
3 Social security wages
$ 17,500.00
5 Medicare wages and tips
$ 17,500.00
7 Social security tips
$
9 Advance EIC payment
$
11 Nonqualified plans
$
Bob R. Ammons
33 Round Rock Road
Cedar, MN 55011
13
15
State
Employers State
ID no.
16 State
wages, tips,
etc.
MN
06-3XXXXXX
$ 17,500.00
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
2 Federal income tax withheld
$ 2,150.00
4 Social security tax withheld
$ 1,085.00
6 Medicare tax withheld
$ 253.75
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.
$ 1,150.00
$
$
Department of the Treasury – Internal Revenue Service Center
2
Intermediate Workshop Return 5
A Control number
OMB No. 1545-0008
B Employer Identification Number
06-4XXXXXX
C Employer’s name, address, and ZIP code
Minnesota Department of Labor
6 Cedar Bluff Drive
Cedar, MN 55011
D Employee’s social security number
451-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 7,800.00
3 Social security wages
$ 7,800.00
5 Medicare wages and tips
$ 7,800.00
7 Social security tips
$
9 Advance EIC payment
$
11 Nonqualified plans
$
Susan L. Ammons
33 Round Rock Road
Cedar, MN 55011
13
15
State
Employers State
ID no.
16 State
wages, tips,
etc.
MN
06-4XXXXXX
$ 7,800.00
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
2 Federal income tax withheld
$ 1,500.00
4 Social security tax withheld
$ 483.60
6 Medicare tax withheld
$ 113.10
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.
$ 800.00
$
$
Department of the Treasury – Internal Revenue Service Center
3
Intermediate Workshop Return 5
A Control number
OMB No. 1545-0008
B Employer Identification Number
03-9XXXXXX
C Employer’s name, address, and ZIP code
CVS
10 Shorter Avenue
Rome, GA 30165
D Employee’s social security number
205-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 22,500.00
3 Social security wages
$ 22,500.00
5 Medicare wages and tips
$ 22,500.00
7 Social security tips
$
9 Advance EIC payment
$
11 Nonqualified plans
$
Bob R. Ammons
26 White Cloud Street
Rome, GA 30161
13
15
State
Employers State
ID no.
16 State
wages, tips,
etc.
GA
03-9XXXXXX
$ 22,500.00
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
2 Federal income tax withheld
$ 2,250.00
4 Social security tax withheld
$ 1,395.00
6 Medicare tax withheld
$ 326.25
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.
$ 1,102.36
$
$
Department of the Treasury – Internal Revenue Service Center
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