Individual Taxation Questions- Appendix E and G only

I’m studying and need help with a Accounting question to help me learn.

These questions are mainly to be prepared manually and the two solution required are Appendixes E and G.

  1. Title: Prepare an Individual Tax Return Form 1040
  2. Introduction:

You did such a great job in the Tax Research Department that I think you are ready to transition to the Individual Taxation Department. Congratulations!

For next seven weeks, you will be assigned to a variety of clients with many different needs and you will get to dive in to our taxation software, ProConnect Tax Online. Each of these clients will provide a new opportunity for you to show off your knowledge of individual taxation. The information for each client will be provided to you in separate emails (Appendices below).

My expectations regarding the tasks you are assigned in the Individual Taxation Department are also provided below. As always, don’t hesitate to get in touch if you run into any problems. Again, I am here to help you succeed here at Tax Pros CPA Firm.

  1. Steps to Completion:

Research Tax Topics

Step 1: Register for ProConnect Tax Online

See Appendix H.

Step 2: Research:

On the IRS Website, find and print Form 1040, Schedule A, and the instructions. Print the most recent forms and instructions available.

Step 3: Complete Schedule A (and all accompanying forms) for Romeo and Cindy Colombo.

See Appendix A for client information.

As requested, you submit the required forms to your boss for review by the end of week 3.

Step 4: Research:

On the IRS Website, find and print Form 2441 “Child and Dependent Care Expenses” and the accompanying instructions. NOTE: To complete Form 2441, you will be required to complete other forms.

Step 5: Complete Form 2441 (and all accompanying forms) for Charles and Debbie Stuart.

See Appendix B for client information.

As requested, you submit the required forms to your boss for review by the end of week 4.

Step 6: Research

On the IRS Website, find and print Form 1040EZ and instructions.


Step 7: Complete form 1040 EZ for Sharon Swistle

See Appendix C for client information.

As requested, you submit the required forms to your boss for review by the end of week 5.

Step 8: Research

On the IRS Website, find and print Form 1040A, Schedule B instructions for both.

Step 9: Complete Schedule A and B for Jenny Singer

See Appendix D for client information.

As requested, you submit the completed forms to your boss for review by the end of week 5.

Step 10: Research

On the IRS Website, find and print Form 1040, Schedule A and B and all instructions. Also, you may need other forms, such as Form 4684 and instructions.

Step 11: Complete form 1040, Schedules A and B for Kytrina Casio.

See Appendix E for client information.

As requested, you submit the completed forms to your boss for review by the end of week 6.

Step 12: Research.

On the IRS Website, find and print Form 1040, Schedule C, SE, and all instructions.

Step 13: Complete Form 1040, Schedules C, and SE for Willow Wade.

See Appendix F for client information.

As requested, you submit the completed forms to your boss for review by the end of week 7.

Step 14: Research

On the IRS Website, find and print Form 1040, Schedules A, B, D, and all instructions. Also, you may need other forms, such as the 8949, and 4684, or 4797.

Step 15: Complete Form 1040, Schedules A, B, and D for Christina Hunter.

See Appendix G for client information.

As requested, you submit the completed forms to your boss for review by the end of week 8.

IV. Deliverables:

  1. Appendix A – Due Week 3: Schedule A, and any accompanying forms, for Romeo and Cindy Colombo. Manual forms only.
  2. Appendix B – Due Week 4: Form 2441, and any accompanying forms, for Charles and Debbie Stuart. Manual forms only.
  3. Appendix C – Due Week 5: Form 1040 EZ, and any accompanying forms, for Sharon Swistle. Manual and ProConnect forms.
  4. Appendix D – Due Week 5: Form 1040, Schedule B and any accompanying forms (4684), for Jenny Singer. Manual and ProConnect forms.
  5. Appendix E – Due Week 6: Form 1040, Schedule A, B, and any accompanying forms (4684), for Kytrina Casio. Manual and ProConnect forms.
  6. Appendix F – Due Week 7: Form 1040, Schedule C, SE, and any accompanying forms, for Willow Wade. Manual and ProConnect forms.
  7. Appendix G – Due Week 8: Form 1040, Schedules A, B, D, and supporting forms (8949, 4684, or 4797), for Christina Hunter. Manual and ProConnect forms.