2013 H&R Block At Home Lab Instructions, Whittenburg & Altus-Buller
Ch. 9 Harris
Open H&R Block 2013, and update it.
Select the Start a Return button.
Select the Forms button, and select Show All Forms. 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 Close Form, and then fill in a W-2 Worksheet, found under Form 1040. Be sure to enter
her state income tax withheld.
Harris has interest and dividend income, so fill out a Form 1099-INT/OID and a Form 1099DIV.
Harris 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.
Enter the medical expenses directly on Schedule A, on the Mini-Worksheet for Line 1, Medical
Expenses (Other than Mileage and Transportation).
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. Answer yes to the questions about Form 1099-B and Box 6b.
For Schedule C, open a Schedule C and enter a description for A. For B, choose Prof'l,
Scientific, &Tech Svces, and for Code, choose Offices of certified public accountants. Make up a
business name and address. For G, check yes. Enter the information and amounts. Enter Client
meals and entertainment on the Mini-Worksheet for Meal and Entertainment Expenses, on line a.
To enter the information on the vehicle for Schedule C, open a Vehicle Worksheet, found under
Form 4562. For Part 1, line a, fill in the description and for line b, select Schedule C. For line c,
select Copy 1. For Part 2, line a, enter 1/1/2013, and for line d, enter 12. For line f, enter 4,071.
For line g, enter 5,000, and for line i, enter 20,000. For Part 5, check the box for line a. For Part
6, check the box for line a. For Part 8, line c, check the box for Standard mileage. And for Part 9
answer Y for Yes for lines a, b, c, d and e.
To record the estimated federal income tax payments, open the Background Worksheet, and for
line 5a, enter 3,000 for 4/15/2013, 6/15/2013, 9/15/2013 and 1/15/2014.
Close Forms Central.
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.
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 or Page 2 of Schedule SE,
because they are not required.
Select File/Exit to exit the program..