Intermediate Workshop Return 13
Title:
Summary:
Intermediate Workshop Return 13
In this lesson, you will learn the following:
1) Create multiple W-2s;
2) Complete Schedule A, Itemized Deductions;
3) Complete Form 2441, Credit for Child and Dependent Care
Expenses;
4) Enter other income;
5) Create the e-file.
Average completion time: 50 minutes
Steps for Intermediate Workshop Return 13
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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 213-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.
Andrew Taylor and his wife, Barbara, are both tax preparers.
They have a daughter, Janet.
They live at 18 Sycamore Drive, Rome, GA 30165.
Andrew’s birth date is January 1, 1966.
Barbara’s birth date is December 4, 1970.
Janet’s birth date is July 7, 1996.
Barbara received $50 for jury pay. She was not required to turn this in to her
employer.
They paid Little Tykes Day Care, EIN 11-1XXXXXX, at 2236 Redmond Circle,
Rome, GA 30161 $3,500 during the year to care for Janet while they both worked.
They would also like to itemize their deductions if they are able.
Medical Insurance .......$1,500
United Way .................$3,754
Doctor bills..................$1,900
American Red Cross ...$1,476
Glasses and contacts ......$110
Personal property taxes ..$560
Dentist ............................$215
Tax preparation ..............$350
Andrew and Barbara would like to electronically file the return and, if they are due a refund,
would like to receive a paper check.
Social Security Card
Social Security Card
ANDREW THOMAS TAYLOR
BARBARA ANN TAYLOR
213-XX-XXXX
464-XX-XXXX
1
Intermediate Workshop Return 13
Social Security Card
JANET ELIZABETH TAYLOR
465-XX-XXXX
RECIPIENT’S name, address, and telephone number
OMB No. 1545-0901
20XX
Rome Financial
15 Martha Berry Hwy
Rome, GA 30165
1 Mortgage interest received from
payer(s)/borrower(s)
$ 6,400.00
2 Points paid on purchase of principal
residence
Street address (including apt no.)
$
3 Refund of overpaid interest
$
4 Real Estate Taxes –
$ 2,987.00
Rome, GA 30165
Account number (optional)
Form 1098
Interest
Statement
Form 1098
RECIPIENT’S Federal
PAYER’S social security no.
identification no.
11-2XXXXXX
213-XX-XXXX
PAYER’S/BORROWER’S name
Andrew and Barbara Taylor
18 Sycamore Street
City, State, and ZIP code
Mortgage
Copy C
For Recipient
For Privacy Act
And Paperwork
Reduction Act
Notice, see the
20XX General
Instructions for
Forms 1099,
1098, 5498,
and W-2G.
Department of the Treasury – Internal Revenue Service
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Intermediate Workshop Return 13
A Control number
OMB No. 1545-0008
B Employer Identification Number
11-3XXXXXX
C Employer’s name, address, and ZIP code
Ted’s Tax Service
909 Broad Street
Rome, GA 30165
D Employee’s social security number
464-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 22,600.00
3 Social security wages
$ 23,600.00
5 Medicare wages and tips
$ 23,600.00
7 Social security tips
$
9 Advance EIC payment
$
11 Nonqualified plans
$
Barbara Taylor
18 Sycamore Street
Rome, GA 30165
13
15
State
Employers State
ID no.
16 State
wages, tips,
etc.
GA
11-3XXXXXX
$ 22,600.00
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
X
2 Federal income tax withheld
$ 2,260.00
4 Social security tax withheld
$ 1,463.20
6 Medicare tax withheld
$ 342.20
8 Allocated tips
$
10 Dependent care benefits
$ 1,000.00
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.
$ 1,039.78
$
$
Department of the Treasury – Internal Revenue Service Center
3
Intermediate Workshop Return 13
A Control number
OMB No. 1545-0008
B Employer Identification Number
11-3XXXXXX
C Employer’s name, address, and ZIP code
Ted’s Tax Service
909 Broad Street
Rome, GA 30165
D Employee’s social security number
213-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 26,500.00
3 Social security wages
$ 26,500.00
5 Medicare wages and tips
$ 26,500.00
7 Social security tips
$
9 Advance EIC payment
$
11 Nonqualified plans
$
Andrew Taylor
18 Sycamore Street
Rome, GA 30165
13
15
State
Employers State
ID no.
16 State
wages, tips,
etc.
GA
11-3XXXXXX
$ 26,500.00
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
2 Federal income tax withheld
$ 2,650.00
4 Social security tax withheld
$ 1,643.00
6 Medicare tax withheld
$ 384.25
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.
$ 1,300.00
$
$
Department of the Treasury – Internal Revenue Service Center
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