2009 H&R Block At Home Lab Instructions, Whittenburg & Altus-Buller
Ch. 8 Comprehensive Problem 1: Ramos
Open H&R Block 2009, and update it.
Select the Start a Return button.
From the menu, select Forms/Open Forms, and start by filling in a Background Worksheet,
found under Form 1040. Only fill in the information you have, but you will need to enter a date
of birth. The software won’t accept the social security number given in the text, so change it to
576-23-5132. Enter the occupation as a noun.
Select Hide Form, and then fill in a W-2 Worksheet, found under Form 1040. Be sure to enter his
state income tax withheld.
Select Hide Form, and then to try for the Making Work Pay credit, open a Schedule M, and in
the Economic Recovery Payments section, select No for question a.
Ramos has interest and dividend income, so fill out a Form 1099-INT/OID and a Form 1099DIV. Since the amounts are over 1,500, a Schedule B is required. Open a Schedule B, and in Part
III, on the Mini-Worksheet for Part III, check the N box for No.
Ramos itemizes. For Schedule A, enter the home mortgage interest on the Home Mortgage
Interest Worksheet. For Description of property, enter Principal residence, and answer Yes to the
question about paying this interest to a financial institution. Enter the amount in Part A, on line 1.
The real estate taxes can be entered directly on Schedule A, on the Mini-Worksheet for Line 6,
Real Estate Taxes, on line d i.
Total the medical expenses, and enter them directly on Schedule A, on the Mini-Worksheet for
Line 1, Medical Expenses, on line a.
The income tax return preparation fee can also be entered directly on Schedule A, on line 22.
For the charitable contribution, open a Charitable Donations Worksheet and for Part 1, on line
1a, enter the amount. For Type, select 50% limit.
For the stock sales, open a Capital Gains and Losses Worksheet and record the information for
each sale.
This is a Form 1040, so you don't need to choose the Form - Form 1040 is the default.
Save the file by selecting File/Save from the menu.
Then File/Save As PDF. The software will save two returns - one For Filing and one For
Records. Review the Tax Return for Filing.
In addition to the tax forms in the text, the software will generate a blank Page 2 for Schedule A.
The software will not generate a Qualified Dividends and Capital Gain Tax Worksheet as part of
the return, but you can view it if you'd like - open a Schedule D, and see the Schedule D Tax
Worksheet below line 22.
Ch. 8 Comprehensive Problem 2: Kennedy
Open H&R Block 2009, and update it.
Select the Start a Return button.
From the menu, select Forms/Open Forms, and start by filling in a Background Worksheet,
found under Form 1040. Only fill in the information you have, but you will need to enter a date
of birth. Enter the occupation as a noun.
Select Hide Form, and then fill in a W-2 Worksheet, found under Form 1040. Be sure to enter
her state income tax withheld.
Select Hide Form, and then to try for the Making Work Pay credit, open a Schedule M, and in
the Economic Recovery Payments section, select No for question a.
Kennedy has interest and dividend income, so fill out a Form 1099-INT/OID and a Form 1099DIV. Since the amount of taxable dividends is over 1,500, a Schedule B is required. Open a
Schedule B, and in Part III, on the Mini-Worksheet for Part III, check the N box for No.
For the state income taxes paid in 2009 (for 2008), open a State and Local Income Tax Payments
Worksheet, found under Schedule A, and enter the information in Part V, on line 9.
Kennedy itemizes. For Schedule A, enter the home mortgage interest on the Home Mortgage
Interest Worksheet. For Description of property, enter Principal residence, and answer Yes to the
question about paying this interest to a financial institution. Enter the amount in Part A, on line 1.
The real estate taxes can be entered directly on Schedule A, on the Mini-Worksheet for Line 6,
Real Estate Taxes, on line d i.
Total the medical expenses, and enter them directly on Schedule A, on the Mini-Worksheet for
Line 1, Medical Expenses, on line a.
The income tax return preparation fee can also be entered directly on Schedule A, on line 22.
For the charitable contribution, open a Charitable Donations Worksheet and for Part 1, on line
1a, enter the amount. For Type, select 50% limit.
For the stock sale, open a Capital Gains and Losses Worksheet, found under Schedule D, and
record the information for the sale.
The sale of the land is an installment sale, so open a Form 6252. Enter the information for lines
1, 2a and 2b, and for line 3, select N for No. For Part I, enter the information for lines 5, 8 and
21. You don't need to enter any information on the note.
This is a Form 1040, so you don't need to choose the Form - Form 1040 is the default.
Save the file by selecting File/Save from the menu.
Then File/Save As PDF. The software will save two returns - one For Filing and one For
Records. Review the Tax Return for Filing.
In addition to the tax forms in the text, the software will generate a blank Page 2 for Schedule A.
The software will not generate a Qualified Dividends and Capital Gain Tax Worksheet as part of
the return, but you can view it if you'd like - open a Schedule D, and see the Schedule D Tax
Worksheet below line 22.
Ch. 8 Cumulative Software Problem: Incisor
Open H&R Block 2009, and update it.
From the menu, select File/Open Saved Return, and select Open return for Ivan Incisor Ch 7
2009 Tax Return.
For the securities sales, open the Capital Gains and Losses Worksheet and record the information
for each sale.
For the long-term capital gain distribution, open the Form 1099-DIV for the Mango mutual fund
and enter the amount in box 2a.
The sale of the land is an installment sale, so open a Form 6252. Enter the information for lines
1, 2a and 2b, and for line 3, select N for No. For Part I, enter the information for lines 5, 8 and
21. You don't need to enter any information on the note.
For the sale of the personal residence, open a Sale of Home Worksheet, found under Schedule D.
At the top, enter the dates acquired and sold. Since we don’t have the street address, just enter
Principal residence for the Description of home. Enter the information for lines 1 and 3a.
This will be a Form 1040, so you don't need to choose the Form - Form 1040 is the default.
Save the file by selecting File/Save As from the menu. Name the return Ivan Incisor Ch 8 2009
Tax Return.
Then File/Save As PDF. The software will save two returns - one For Filing and one For
Records. Review the Tax Return for Filing.
In addition to the tax forms in the text, the software will generate a blank Page 2 for Schedule A.
The software will not generate a Qualified Dividends and Capital Gain Tax Worksheet as part of
the return, but you can view it if you'd like - open a Schedule D, and see the Schedule D Tax
Worksheet below line 22. The software will not generate a Schedule B because it is not required.
The software will not generate a Form 4684 because the Incisors no longer have a deductible
casualty loss. The software will not generate a Form 8880 because the Incisors no longer qualify
for the credit for qualified retirement savings contributions.