The Simplified General Rule Worksheet
If Form 1099-R does not show the taxable amount in Box 2a, you may need to use the General Rule...
- Home
- Federal Income Tax Information
Federal Income Tax Information
-
-
Form 4852 – Substitute Form W-2 / Form 1099-R
According to the IRS: “Authorized IRS e-file Providers are prohibited from submitting electronic returns to the IRS prior to the... -
Inputting A Form W-2 With More Than 4 States Listed
Each Form W-2 entry screen has enough space for four states to be listed. If a client’s Form W-2 has... -
Form W-2 Box 12 Codes
There are several types of compensation and benefits that can be reported in Box 12 of Form W-2. Box 12... -
Form W-2 Common Questions
How Do I Exit The Form W-2 Menu If I Don’t Want to Complete the W-2? To exit the Form... -
Form 8867 – Due Diligence for Claiming the American Opportunity Credit
For each student who qualifies for the American opportunity credit, the taxpayer may be able to claim a credit of... -
Tax Cuts and Jobs Act – New Tax Brackets for 2018
2018 Tax Brackets: Marginal TaxRate Single Married Filing Joint Head of Household Married Filing Separate 10% $0 – $9,525 $0-$19,050... -
Tax Cuts and Jobs Act – Standard Deduction Amounts for 2018
While personal exemptions have been reduced to $0 for tax year 2018, standard deduction amounts have nearly doubled for all... -
Schedule K-1 (Form 1041) – Overview
Schedule K-1 (Form 1041) is a source document that is prepared by the fiduciary to an estate or trust as... -
Schedule K-1 (Form 1041) – Heading Information
To enter a K-1 (Form 1041) in the tax program from the Main Menu of the Tax Return (Form 1040)...