Intermediate Workshop Return 24
Title:
Summary:
Intermediate Workshop Return 24
In this lesson, you will learn the following:
1) Determine filing status;
2) Enter W-2 information;
3) Complete Form 2441, Credit for Child Care and Dependent Care
Expenses;
4) Complete IRA worksheet;
5) Complete Form 8880, Credit for Qualified Retirement Savings
Contributions;
6) Create the e-file.
Average completion time: 35 minutes
Steps for Intermediate Workshop Return 24











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 224-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 Martin (birth date October 5, 1960) lives at 1320 Marion Parkway, Rome, GA
30165.
Charles is an investigator for Rome Alarm Company.
Charles’s wife, Mary, died July 16, 1999.
He totally supports their son, Caleb (birth date August 4, 1996).
On October 23 of last year, he deposited $1,800 in his IRA at Rome Bank and Trust.
He made no nondeductible contributions to his IRA in previous years, and does not wish to
withdraw any funds at this time.
Charles pays Tiny Tots Day Care Center (EIN 12-8XXXXXX) to care for Caleb after school
and during the summer.
Charles paid $2,725 to the day care center located at 55 Main Street, Rome, GA 30165.
He would like to electronically file this return and receive a paper check.
Social Security Card
Social Security Card
CHARLES LEE MARTIN
CALEB SAMUEL MARTIN
224-XX-XXXX
483-XX-XXXX
1
Intermediate Workshop Return 24
A Control number
OMB No. 1545-0008
B Employer Identification Number
12-9XXXXXX
C Employer’s name, address, and ZIP code
Rome Alarm Company
8 West Lane
Rome, GA 30165
D Employee’s social security number
224-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 29,880.00
3 Social security wages
$ 29,880.00
5 Medicare wages and tips
$ 29,880.00
7 Social security tips
$
9 Advance EIC payment
$
11 Nonqualified plans
$
Charles L. Martin
1320 Marion Parkway
Rome, GA 30165
13
15
State
Employers State
ID no.
16 State
wages, tips,
etc.
GA
12-9XXXXXX
$ 29,880.00
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
2 Federal income tax withheld
$ 2,753.00
4 Social security tax withheld
$ 1,852.56
6 Medicare tax withheld
$ 433.26
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.
$ 1,471.26
$
$
Department of the Treasury – Internal Revenue Service Center
2