2013H&R Block At Home Lab Instructions, Whittenburg & Altus-Buller
Ch. 4 Bunge
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 dates of birth. The address includes an apartment number - find the special spot for it. Enter the occupations as nouns.
Select Close Form, and then fill in a W-2 Worksheet, found under Form 1040, for Walter.
For Schedule E, open a Schedule E Rentals and Royalties Worksheet. In Part I, line 1a, enter the State. Check the dwelling and second home boxes. In Part II, lines 1a and 1c, enter the days rented and the days of personal use, and the software will be able to allocate the expensesfor you. In Part IV, check box 4 for active participation. In Parts V and VI, enter the income and expenses in the first column.For interest, in Part VI, line 12a, right-click in the first amount column, select Override, check the Override box, enter 4,800 and select OK.Enter the Association Dues on line 19.
For the Bunges’ moving expenses, use Form 3903.
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.
In addition to the tax forms in the text, the software will generate a Form 8582.
Select File/Exit to exit the program.
Ch. 4 Beeper
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. The address includes an apartment number - find the special spot for it. Enter the occupation as a noun.
Select Close Form, and then fill in a W-2 Worksheet, found under Form 1040, for George.
Beeper has a rental, so open a Schedule E Rentals and Royalties Worksheet. For Part I, line 1a, enter the address. Check the dwelling box. For Part II, line 1a, the days rented are 365. In Part IV, check box 4 for active participation. In Parts V and VI, enter the income and expenses in the first column.
For the rollover, open a 1099-R Worksheet, and enter 67,000 in box 1, and 0 in box 2a. In the Rollovers section, Part D Other Rollovers, check box 1.
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.
In addition to the tax forms in the text, the software will generate a Form 8582.
Select File/Exit to exit the program.
Ch. 4 Pate
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.
For the pension, open a 1099-R Worksheet, and enter 61,200 in box 1 and in box 2a. Enter the 7,350 federal income tax withheld in box 4.
Pate has a rental, so open a Schedule E Rentals and Royalties Worksheet. For Part I, line 1a, enter the address. Check the dwelling box. For Part II, line 1a, the days rented are 365. In Part IV, check box 4 for active participation. In Parts V and VI, enter the income and expenses in the first column.
For the 401(k) distribution, open another 1099-R Worksheet, and enter 75,000 in box 1, and 25,000 in box 2a. (She only reinvested 50,000 of the 75,000 distribution.) Also enter the 15,000 federal income tax withheld in box 4, and in the Rollovers section, Part D Other Rollovers, enter the 50,000 that was rolled over on line 2.
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.
Select File/Exit to exit the program.
Ch. 4 Incisor
Open H&R Block 2013, and update it.
From the menu, select File/Open Saved Return, and select Open for Ivan Incisor Ch 32013 Tax Return.
The Incisors have a rental, so open a Schedule E Rentals and Royalties Worksheet. For Part I, line 1a, enter the address. Check the dwelling box. For Part II, line 1a, the days rented are 365. In Part IV, check box 4 for active participation. In Parts V and VI, enter the income and expenses in the first column.
For the IRA contributions, open an IRA Contribution Worksheet, and for Part B, line 2, enter 5,000 for Ivan and 5,000 for Irene.
For Irene's rollover, open a 1099-R Worksheet, and enter 24,000 in box 1 and 0 in box 2a. For 2b check the Total Distrib box, and in the Rollovers section, Part D Other Rollovers, check box 1.
Close Forms Central.
Save the file by selecting File/Save As from the menu. Name the return Ivan Incisor Ch 4 2013 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.
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.
Select File/Exit to exit the program.