Session A- Dependents & Filing Status; Interactive Practice
Click image for video-- practice scenarios below video (This is the first time I made an interactive video--I hope it works well--let me know)
Click image for video-- practice scenarios below video (This is the first time I made an interactive video--I hope it works well--let me know)
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Here is a link to the current PUB 4012
or you can just look at this PDF for the pages referenced in the video. For trainers if you want to use the Presentation and modify it, feel free here is a link to it so you can download a copy |
After you view the recording-- work on these 2 scenarios mentioned in the video
For each you will find:
For each you will find:
- ID and Tax Forms
- Intake Form
- Tracking Worksheet with scenario version 2-7
- Result Checker
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Sharon Butler: Click each link for the documents
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MR & Mrs Adams: Click each link for the documents
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Session B-SELF-Employment
Easiest:
Glen Campbell (High School Student-Musician)drive.google.com/file/d/1eLSLJaqTdZR0qhAlJMzzZGOD_959AYwg/view?usp=sharing
Campbell Information
Campbell Completed 1040 and my notes
Recording Explaining Return to Client
Betty Andrews -- LPN Home Health Care Worker ** focus on the data entry of the return--the question section--creating additional vouchers is not something you would be expected to do - refer them to someone with experience for this part after you enter the return
Andrews Information
Andrews Completed 1040 and my Notes/Answers
Recording Explaining Return to Client
Linda Johnson (Housekeeper)
Johnson Information
Johnson Completed 1040 and My Notes/Answers
Recording Explaining Return to Client
Glen Campbell (High School Student-Musician)drive.google.com/file/d/1eLSLJaqTdZR0qhAlJMzzZGOD_959AYwg/view?usp=sharing
Campbell Information
Campbell Completed 1040 and my notes
Recording Explaining Return to Client
Betty Andrews -- LPN Home Health Care Worker ** focus on the data entry of the return--the question section--creating additional vouchers is not something you would be expected to do - refer them to someone with experience for this part after you enter the return
Andrews Information
Andrews Completed 1040 and my Notes/Answers
Recording Explaining Return to Client
Linda Johnson (Housekeeper)
Johnson Information
Johnson Completed 1040 and My Notes/Answers
Recording Explaining Return to Client
Session C-Capital Gains
Barney Fife Information and Consolidated Statements
Barney Fife Completed 1040 **I did not have anyone review this so let me know if you dont agree--lets talk about it--I could be wrong
Recording Explaining Return to Client
Kanter's Information
Kanter's Brokerage Statement - Charles Schwab
Kanter's 2 Primerica Statement
Kanter's Completed 1040
Recording Explaining Return to Client
Jones' Information
Jones Brokerage Statement
Jones Completed 1040
Recording Explaining Return to Client
Jane Doe
Please note I had shared 2 different versions of this scenario-- The original had Market Discount reported-- that is out of scope and I changed it, but not before some people received it and began working on it.
Please note I had shared 2 different versions of this scenario-- The original had Market Discount reported-- that is out of scope and I changed it, but not before some people received it and began working on it.
Jane Doe Information - correct version without Marketplace Discount
Jane Doe Completed 1040
Recording Explaining Return to Client
Jane Doe Completed 1040
Recording Explaining Return to Client
Jane Doe Information - original share that has Marketplace Discount ** ZOOM class August 2024 **
See notes in image below (click to open)
Jane Doe Completed 1040
See notes in image below (click to open)
Jane Doe Completed 1040
Carryforward Loss to Come--2 examples
I will add short scenario and video with a carryforward loss
I will add short scenario and video with a carryforward loss
Sale of Main Home