Advanced Workshop Return 28
Title:
Summary:
Advanced Workshop Return 28
In this lesson, you will learn the following:
1) Complete multiple W-2s;
2) Report Alaska Permanent Fund dividend income;
3) Complete multiple Forms 8814, Parent’s Election to Report Child’s
Interest;
4) Create the e-file.
Average completion time: 1 hour
Steps for Advanced Workshop Return 28
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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 328-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.
Charles Snead is a doctor.
His wife, Anya, is a nurse in the same hospital.
Anya’s mother, Mary, lives with them and they totally support her.
They also have two children, Maria and Eliza.
Maria’s birth date is May 18, 1998, and Eliza’s is January 17, 2000.
They live in Alaska, so they all receive Alaska Permanent Fund Dividends, and Charles and
Anya would like to report the children’s income on their return.
Each one of them received Permanent Fund Dividends of $1,645 this year.
Charles was born on April 30, 1968, and Anya was born on May 2, 1969.
Mary’s birth date is September 26, 1936.
Please complete their return and electronically file it so that they will receive a paper check.
Social Security Card
TERESA ANYA SNEAD
CHARLES LOWELL SNEAD
513-XX-XXXX
328-XX-XXXX
Social Security Card
Social Security Card
MARY LOIS WALKER
1
Advanced Workshop Return 28
514-XX-XXXX
Social Security Card
MARIA RANA SNEAD
515-XX-XXXX
Social Security Card
ELIZA JANE SNEAD
516-XX-XXXX
A Control number
OMB No. 1545-0008
B Employer Identification Number
22-8XXXXXX
C Employer’s name, address, and ZIP code
Juneau Memorial Hospital
86 Bering Avenue
Juneau, AK 99824
D Employee’s social security number
328-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 34,629.16
3 Social security wages
$ 34,629.16
5 Medicare wages and tips
$ 34,629.16
7 Social security tips
$
9 Advance EIC payment
$
11 Nonqualified plans
$
Charles L. Snead
2930 Tundra Road
Juneau, AK 99811
13
15
State
Employers State
ID no.
16 State
wages, tips,
etc.
AK
22-8XXXXXX
$ 34,629.16
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
2 Federal income tax withheld
$ 3,464.99
4 Social security tax withheld
$ 2,147.01
6 Medicare tax withheld
$ 502.12
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.
$
$
$
Department of the Treasury – Internal Revenue Service Center
2
Advanced Workshop Return 28
A Control number
OMB No. 1545-0008
B Employer Identification Number
22-8XXXXXX
C Employer’s name, address, and ZIP code
Juneau Memorial Hospital
86 Bering Avenue
Juneau, AK 99824
D Employee’s social security number
513-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 23,614.86
3 Social security wages
$ 23,614.86
5 Medicare wages and tips
$ 23,614.86
7 Social security tips
$
9 Advance EIC payment
$
11 Nonqualified plans
$
Teresa A. Snead
2930 Tundra Road
Juneau, AK 99811
13
15
State
Employers State
ID no.
16 State
wages, tips,
etc.
AK
22-8XXXXXX
$ 23,614.86
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
2 Federal income tax withheld
$ 2,251.34
4 Social security tax withheld
$ 1,464.12
6 Medicare tax withheld
$ 342.42
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.
$
$
$
Department of the Treasury – Internal Revenue Service Center
3