Beginner

Beginning Workshop Return 1
Title:
Summary:
Beginning Workshop Return 1
In this lesson, you will learn the following:
1. Select filing status;
2. Determine dependents;
3. Enter W-2 information;
4. Create an e-file.
Average completion time: 10 minutes
Steps for Beginning Workshop Return 1
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Start a new return using the Social Security number shown on the scenario. You can
use your company’s EFIN for “XX-XXXX.” Otherwise, use a unique number agreed
upon by your company.
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Robert is an accountant for Westminster Accounting, Inc.
He and his wife, Karen, lived together all year.
Karen stays at home with their daughter, Robin, who was born on May 15 of last
year.
Their address is 623 Miller Road, Rome, GA 30165.
Their home telephone number is (706)555-1001.
Robert was born September 25, 1978.
Karen’s birth date is June 8, 1981.
They want the return electronically filed, and the refund check mailed to them.
Robert’s PIN is 10001 and Karen’s is 10101. They want you to enter the PINs for
them.
Robert receives health care from his employer. He also carries health insurance for
Karen and Robin through his employer.
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Social Security Card
Social Security Card
ROBERT WESLEY SMITH
KAREN MAY TAYLOR-SMITH
101-XX-XXXX
399-XX-XXXX
Social Security Card
ROBIN ANN SMITH
400-XX-XXXX
1
Beginning Workshop Return 1
A Control number
OMB No. 1545-0008
22222
B Employer Identification Number
01-1XXXXXX
C Employer’s name, address, and ZIP code
Westminster Accounting, Inc.
874 Main Street
Rome, GA 30165
D Employee’s social security number
101-XXXXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 41,235.63
3 Social security wages
$ 41,235.63
5 Medicare wages and tips
$ 41,235.63
7 Social security tips
$
9
11 Nonqualified plans
$
Robert W. Smith
623 Miller Road
Rome, GA 30165
13
15
State
Employer’s State
ID no.
16 State
wages, tips,
etc.
GA
01-1XXXXXX
$ 41,235.63
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
2 Federal income tax withheld
$ 4,265.15
4 Social security tax withheld
$ 2,557.00
6 Medicare tax withheld
$ 598.16
8 Allocated tips
$
10 Dependent care benefits
$
12a See instructions for box 12
Code
$
12b
Code
$
12c
Code
$
12d
Code
$
Third-party
14 Other
Sick pay
18 Locality
name
19 Local
20 Local Income
wages, tips,
tax
etc.
$ 2,362.18
$
$
Department of the Treasury – Internal Revenue Service Center
2
Beginning Workshop Return 2
Title:
Summary:
Beginning Workshop Return 2
In this lesson, you will learn the following:
1) Enter W-2 information;
2) Complete Schedule EIC and EIC worksheet;
3) Create the e-file.
Average completion time: 15 minutes
Steps for Beginning Workshop Return 2

Start a new return using the Social Security number shown on the scenario. You can use your
company’s EFIN for “XX-XXXX.” Otherwise, use a unique number agreed upon by your
company.
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John Guerro (birth date January 1, 1984) is married to Maria (birth date April 3, 1988).
They have one child, John Jr., born on May 31, 2010.
No one else can claim John Jr. for the earned income credit, and they have never had the
credit reduced or disallowed.
John is a landscaper and Maria is a homemaker.
They do not have a home telephone. John’s cell phone number is (706) 555-0033 and
Maria’s is (706) 555-1033.
They would like to e-file the federal return and receive a paper check.
John’s PIN is 10033 and Maria’s is 10133. They want to enter their own PINs.
John receives healthcare from his employer. He also provides healthcare coverage for Maria
and John.
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Social Security Card
Social Security Card
JOHN MACK GUERRO
MARIA ALBA GUERRO
102-XX-XXXX
446-XX-XXXX
Social Security Card
JOHN MACK GUERRO, JR
447-XX-XXXX
1
Beginning Workshop Return 2
A Control number
OMB No. 1545-0008
B Employer Identification Number
05-6XXXXXX
C Employer’s name, address, and ZIP code
Lawns Are Green
2115 Evergreen Drive
Rome, GA 30165
D Employee’s social security number
102-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 21,500.00
3 Social security wages
$ 21,500.00
5 Medicare wages and tips
$ 21,500.00
7 Social security tips
$
9
11 Nonqualified plans
$
John Guerro
901 Memorial Drive
Rome, GA 30165
13
15
State
Employer’s State
ID no.
16 State
wages, tips,
etc.
GA
05-6XXXXXX
$ 21,500.00
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
2 Federal income tax withheld
$ 800.00
4 Social security tax withheld
$ 1,333.00
6 Medicare tax withheld
$ 311.75
8 Allocated tips
$
10 Dependent care benefits
$
12a See instructions for box 12
Code
$
12b
Code
$
12c
Code
$
12d
Code
$
Third-party
14 Other
Sick pay
18 Locality
name
19 Local
20 Local Income
wages, tips,
tax
etc.
$ 752.00
$
$
Department of the Treasury – Internal Revenue Service Center
2
Beginning Workshop Return 3
Title:
Summary:
Beginning Workshop Return 3
In this lesson, you will learn the following:
1. Enter W-2 information;
2. Determine filing status and dependency exemption;
3. Enter Schedule B, Interest and Ordinary Dividends;
4. Create an e-file with direct deposit.
Average completion time: 15 minutes
Steps for Beginning Workshop Return 3

Start a new return using the Social Security number shown on the scenario. You can
use your company’s EFIN for “XX-XXXX.” Otherwise, use a unique number agreed
upon by your company.
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Amanda’s birth date is April 13, 1997.
She is a high school student and lives with her parents.
Her home telephone number is (256) 555-1003.
She has some interest income from a savings account that her parents set up for her.
She has a Form W-2 from her summer job.
She would like her refund directly deposited into her savings account. The account
number is 578965542 and the routing number is 062005690.
Her PIN is 10003. She wants you to enter the PIN.
Amanda is not claiming her own exemption. Her parents claim her on their insurance.
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Social Security Card
AMANDA BETH EMERSON
103-XX-XXXX
1
Beginning Workshop Return 3
A Control number
OMB No. 1545-0008
B Employer Identification Number
01-4XXXXXX
C Employer’s name, address, and ZIP code
Main Street Gas
118 Main Street
Centre, AL 35960
D Employee’s social security number
103-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 6,875.32
3 Social security wages
$ 6,875.32
5 Medicare wages and tips
$ 6,875.32
7 Social security tips
$
9
11 Nonqualified plans
$
Amanda B. Emerson
38 County Road 62
Centre, AL 35960
13
15
State
Employer’s State
ID no.
16 State
wages, tips,
etc.
AL
01-4XXXXXX
$ 6,875.32
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
2 Federal income tax withheld
$ 724.86
4 Social security tax withheld
$ 425.76
6 Medicare tax withheld
$ 99.87
8 Allocated tips
$
10 Dependent care benefits
$
12a See instructions for box 12
Code
$
12b
Code
$
12c
Code
$
12d
Code
$
Third-party
14 Other
Sick pay
18 Locality
name
19 Local
20 Local Income
wages, tips,
tax
etc.
$ 383.22
$
$
Department of the Treasury – Internal Revenue Service Center
2
Beginning Workshop Return 3
PAYER’S name, street address, city, state, ZIP
code, and telephone no.
CORRECTED (if checked)
Payer’s RTN (optional)
OMB No. 1545-01125
1 Interest income
Cherokee Bank
4321 Main Street
Centre, AL 35960
PAYER’S federal
identification no.
01-5XXXXXX
RECIPIENT’S name
20XX
$ 83.21
2 Early withdrawal penalty
$
RECIPIENT’S
identification no.
103-XX-XXXX
Amanda B. Emerson
Street address (including apt. no.)
Form 1099-INT
3 Interest on U.S. Savings Bonds and Treas. obligations
$
4 Federal income tax
withheld
5 Investment expenses
$ 23.24
6 Foreign tax paid
$
7 Foreign country or U.S.
possession
38 County Road 62
City, state, and ZIP code
$
8 Tax-exempt interest
Centre, AL 35960
Account number (optional)
$
$
10 Tax-exempt bond CUSIP no. (see instructions)
9 Specified private activity bond
interest
Form 1099-INT
Interest
Income
Copy A
For Internal
Revenue
Service Center
File with Form 1096.
For Privacy Act
And Paperwork
Reduction Act
Notice, see the
20XX General
Instructions for
Certain Information
Returns.
Department of the Treasury – Internal Revenue Service
3
Beginning Workshop Return 4
Title:
Summary:
Beginning Workshop Return 4
In this lesson, you will learn the following:
1. Select filing status;
2. Complete Schedule EIC and EIC worksheet
Average completion time: 20 minutes
Steps for Beginning Workshop Return 4

Start a new return using the Social Security number shown on the scenario. You can
use your company’s EFIN for “XX-XXXX.” Otherwise, use a unique number agreed
upon by your company.
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Mary Anne’s husband, Richard, died in 2013.
Their daughter, Allison, was born on May 16, 2004.
Mary Anne’s mother keeps Allison while she works as a cashier at Pacific Clothing,
Inc.
She is the only person who can claim Allison for the earned income credit, and she
has never had the credit reduced or disallowed.
Mary Anne’s birth date is October 24, 1975.
Her home phone number is (741) 555-1254 and her work number is (741) 555-1682.
If she receives a refund, she would like a refund anticipation check.
Her PIN is 10004, and she wants you to enter it.
Mary Ann receives health care benefits from her employer. Allison is also covered by
Mary Ann’s health care benefits.
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Social Security Card
Social Security Card
MARY ANNE GALE
ALLISON HARRIET GALE
104-XX-XXXX
402-XX-XXXX
1
Beginning Workshop Return 4
A Control number
OMB No. 1545-0008
B Employer Identification Number
01-6XXXXXX
C Employer’s name, address, and ZIP code
Pacific Clothing, Inc.
8921 Palm Road
Buena Park, CA 90621
D Employee’s social security number
104-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 18,291.36
3 Social security wages
$ 18,291.36
5 Medicare wages and tips
$ 18,291.36
7 Social security tips
$
9
11 Nonqualified plans
$
Mary A. Gale
816 Ocean Drive
Buena Park, CA 90621
13
15
State
Employer’s State
ID no.
16 State
wages, tips,
etc.
CA
01-6XXXXXX
$ 18,291.36
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
2 Federal income tax withheld
$ 918.21
4 Social security tax withheld
$ 1,134.24
6 Medicare tax withheld
$ 264.89
8 Allocated tips
$
10 Dependent care benefits
$
12a See instructions for box 12
Code
$
12b
Code
$
12c
Code
$
12d
Code
$
Third-party
14 Other
Sick pay
SDI $182.91
18 Locality
name
19 Local
20 Local Income
wages, tips,
tax
etc.
$ 1,023.12
$
$
Department of the Treasury – Internal Revenue Service Center
2
Beginning Workshop Return 5
Title:
Summary:
Beginning Workshop Return 5
In this lesson, you will learn the following:
1. Select filing status;
2. Determine dependents;
3. Enter 1099-R income for a disability pension;
4. Complete Schedule R, Credit for the Elderly or Disabled;
5. Complete Schedule EIC and EIC worksheet;
6. Create the e-file.
Estimated completion time: 20 minutes
Steps for Beginning Workshop Return 5

Start a new return using the Social Security number shown on the scenario. You can
use your company’s EFIN for “XX-XXXX.” Otherwise, use a unique number agreed
upon by your company.
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Betty Langston wants to file her tax return and claim her son, Aaron, as a dependent.
Her only income was a disability pension from her employer, Sanders Concrete.
She became disabled in an accident at work on May 16, 2010.
She is the only person who can claim Aaron for the earned income credit, and she has
never had the credit reduced or disallowed.
Her date of birth is July 14, 1973.
Aaron’s is April 15, 2000.
Betty would like to electronically file this return and receive a paper check.
Her PIN is 10005 and she wants to enter it.
Her home telephone number is (706) 555-1005.
Betty will need to check to see if they have any exemptions or calculate the amount of
their shared responsibility payment.
.
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Social Security Card
Social Security Card
BETTY RENAE LANGSTON
AARON LEWIS LANGSTON
105-XX-XXXX
403-XX-XXXX
1
Beginning Workshop Return 5
PAYER’S name, street address, city, state,
and ZIP code
Sanders Concrete
1545 Hwy 411
Cave Springs, GA 30124
CORRECTED (if checked)
1 Gross distribution
OMB No. 1545-0119
20XX
$ 15,423.00
2a Taxable amount
Form 1099-R
$ 15,423.00
2b Taxable amount
not determined
PAYER’S federal
identification no.
RECIPIENT’S
identification number
01-7XXXXXX
105-XX-XXXX
RECIPIENT’S name
Betty Langston
Street address (including apt. no.)
Total Distribution
4 Federal income tax
withheld
$
5 Employee contributions/
$
6 Net unrealized appreciation
Designated Roth contributions or
insurance premiums
in employer’s securities
$
7 Distribution
code(s)
IRA/
SEP/
SIMPLE
%
9a Your percentage of total
distribution
%
For Privacy Act
And Paperwork
Reduction Act
Notice, see the
20XX General
Instructions for
Certain Information
Returns.
9b Total employee contributions
12 State tax withheld
$
13 State/Payer’s state no.
14 State distribution
$
GA 01-7XXXXXX
$ 15,423.00
15 Local tax withheld
$
$
Form 1099-R
File with Form 1096.
$
03
$
Account number (see instructions)
For
Internal Revenue
Service Center
3 Capital gain (included in
box 2a)
1545 Martha Berry Blvd
City, state, and ZIP code
Armuchee, GA 30105
st
10 Amount allocable to 11 1 year of
IRR within 5 years
design. Roth contrib.
Distributions From
Pensions, Annuities,
Retirement or
Profit-Sharing
Plans, IRAs,
Insurance
Contracts, etc.
Copy A
16 Name of locality
17 Local distribution
$
$
Department of the Treasury – Internal Revenue Service Center
2
Beginning Workshop Return 6
Title:
Summary:
Beginning Workshop Return 6
In this lesson, you will learn the following:
1. Enter W-2 information;
2. Complete Schedule EIC and EIC worksheet;
Average completion time: 20 minutes
Steps for Beginning Workshop Return 6

Start a new return using the Social Security number shown on the scenario. You can
use your company’s EFIN for “XX-XXXX.” Otherwise, use a unique number agreed
upon by your company.
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Janice Brazier is a single taxpayer who wants to file her federal return.
Janice worked as a clerk at Mail Boxes Etc.
Her birth date is July 19, 1981.
She would like a mailed check if she will be receiving a refund, and will mail a check
if she has a balance due.
Her PIN is 10006 and she wants you to enter it.
Her home telephone number is (770) 555-4455, and her work number is (770) 5554566.
This is the first year that she has filed a return.
Janice has received Healthcare from her employer
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Social Security Card
JANICE BRAZIER
106-XX-XXXX
1
Beginning Workshop Return 6
A Control number
OMB No. 1545-0008
B Employer Identification Number
01-8XXXXXX
C Employer’s name, address, and ZIP code
Mail Boxes Etc.
18 Riverbend Drive
Claxton, GA 30417
D Employee’s social security number
106-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 12,300.00
3 Social security wages
$ 12,300.00
5 Medicare wages and tips
$ 12,300.00
7 Social security tips
$
9
11 Nonqualified plans
$
Janice Brazier
15 Park Avenue
Claxton, GA 30417
13
15
State
Employer’s State
ID no.
16 State
wages, tips,
etc.
GA
01-8XXXXXX
$ 12,300.00
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
2 Federal income tax withheld
$ 555.00
4 Social security tax withheld
$ 763.10
6 Medicare tax withheld
$ 178.35
8 Allocated tips
$
10 Dependent care benefits
$
12a See instructions for box 12
Code
$
12b
Code
$
12c
Code
$
12d
Code
$
Third-party
14 Other
Sick pay
18 Locality
name
19 Local
20 Local Income
wages, tips,
tax
etc.
$ 245.00
$
$
Department of the Treasury – Internal Revenue Service Center
2
Beginning Workshop Return 7
Title:
Summary:
Beginning Workshop Return 7
In this lesson, you will learn the following:
1. Determine filing status;
2. Determine dependents;
3. Enter W-2 income;
4. Complete Schedule EIC and EIC worksheet;
5. Create e-file.
Estimated completion time: 15 minutes
Steps for Beginning Workshop Return 7

Start a new return using the Social Security number shown on the scenario. You can
use your company’s EFIN for “XX-XXXX.” Otherwise, use a unique number agreed
upon by your company.
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Jeff McDaniel wants to file his tax return.
Jeff has sole custody of his twin sons, Jack and James.
He is the only person who can claim the boys for the earned income credit, and he has
never had the credit reduced or disallowed.
His address is 1698 Ridge Drive, Lindale, GA 30147.
His daytime phone number is (706) 555-4566, and the evening number is (706) 5555688.
His date of birth is August 27, 1970.
His twin sons’ date of birth is May 1, 2000.
Jeff worked full-time at Richard B. Russell Airport as a mechanic.
Jeff would like to electronically file this return and receive a paper check.
His PIN is 10007 and he wants you to enter it.
Jeff receives health care from his employer. He also carries health insurance for
James and Jack through his employer.
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Social Security Card
Social Security Card
JEFF HAYDEN MCDANIEL
JAMES ROBERT MCDANIEL
107-XX-XXXX
405-XX-XXXX
1
Beginning Workshop Return 7
Social Security Card
JACK RANDOLPH MCDANIEL
404-XX-XXXX
A Control number
OMB No. 1545-0008
B Employer Identification Number
01-9XXXXXX
C Employer’s name, address, and ZIP code
Richard B. Russell Airport
1899 Airport Road
Armuchee, GA 30105
D Employee’s social security number
107-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 20,100.00
3 Social security wages
$ 20,100.00
5 Medicare wages and tips
$ 20,100.00
7 Social security tips
$
9
11 Nonqualified plans
$
Jeff McDaniel
1698 Ridge Drive
Lindale, GA 30147
13
15
State
Statutory
Employee
Pension
Plan
2 Federal income tax withheld
$ 1,500.00
4 Social security tax withheld
$ 1,246.20
6 Medicare tax withheld
$ 291.45
8 Allocated tips
$
10 Dependent care benefits
$
12a See instructions for box 12
Code
$
12b
Code
$
12c
Code
$
12d
Code
$
Third-party
14 Other
Sick pay
Employer’s State
ID no.
16 State
17 State income tax 18 Locality
19 Local
20 Local Income
wages, tips,
name
wages, tips,
tax
etc.
etc.
GA
01-9XXXXXX
$ 20,100.00
$ 856.03
$
$
Form W-2 Wage and Tax Statement
Department of the Treasury – Internal Revenue Service Center
2
Beginning Workshop Return 8
Title:
Summary:
Beginning Workshop Return 8
In this lesson, you will learn the following:
1. Enter W-2 income;
2. Complete Schedule EIC and EIC worksheet;
3. Tuition and Fees Deduction;
4. Create e-file.
Average completion time: 15 minutes
Steps for Beginning Workshop Return 8

Start a new return using the Social Security number shown on the scenario. You can
use your company’s EFIN for “XX-XXXX.” Otherwise, use a unique number agreed
upon by your company.
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Clancy Holmes is a single taxpayer with no dependents.
He resides at 18 Green Street, Silver Creek, GA 30173.
His daytime phone number is (706) 555-0544.
His date of birth is September 22, 1980.
Clancy is a student and works part-time at Walmart as a stocker.
His tuition and fees are $3,400.00.
He has never received the earned income credit.
Clancy would like to electronically file this return and receive a paper check.
His PIN is 10008 and he wants to enter it.
Clancy will need to check to see if they have any exemptions or calculate the amount
of his shared responsibility payment.
Social Security Card
CLANCY THOMAS HOLMES
108-XX-XXXX
1
Beginning Workshop Return 8
A Control number
OMB No. 1545-0008
B Employer Identification Number
02-0XXXXXX
C Employer’s name, address, and ZIP code
Walmart
1999 Redmond Circle
Rome, GA 30165
D Employee’s social security number
108-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 9,246.00
3 Social security wages
$ 9,246.00
5 Medicare wages and tips
$ 9,246.00
7 Social security tips
$
9
11 Nonqualified plans
$
Clancy T. Holmes
18 Green Street
Silver Creek, GA 30173
13
15
State
Employer’s State
ID no.
16 State
wages, tips,
etc.
GA
02-0XXXXXX
$ 9,246.00
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
2 Federal income tax withheld
$ 300.21
4 Social security tax withheld
$ 573.33
6 Medicare tax withheld
$ 134.07
8 Allocated tips
$
10 Dependent care benefits
$
12a See instructions for box 12
Code
$
12b
Code
$
12c
Code
$
12d
Code
$
Third-party
14 Other
Sick pay
18 Locality
name
19 Local
20 Local Income
wages, tips,
tax
etc.
$ 147.50
$
$
Department of the Treasury – Internal Revenue Service Center
2
Beginning Workshop Return 9
Title:
Summary:
Beginning Workshop Return 9
In this lesson, you will learn the following:
1) Create a return with multiple W-2s;
2) Enter student loan interest;
3) Figure Child and Dependent Care credit;
4) Complete the Additional Child Tax Credit Worksheet;
5) Create the e-file.
Average completion time: 50 minutes
Steps for Beginning Workshop Return 9

Start a new return using the Social Security number shown on the scenario. You can
use your company’s EFIN for “XX-XXXX.” Otherwise, use a unique number agreed
upon by your company.
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Timothy and Angela Hammill were married all year and want to file a joint return.
Timothy is employed in San Marcos as a teacher. He also has a part-time job as a
security officer.
Angela is employed at Palomar College as a receptionist.
Their home telephone number is (890) 555-1009.
During the year, Angela paid interest on her student loans in the amount of $1538.00.
She would like to take the student loan interest deduction if she qualifies.
Timothy’s birth date is November 13, 1971, and Angela’s is December 15, 1973.
Timothy and Angela have seven children. They are claiming all of the children as
dependents on their return.
Below are the children’s birth dates.
Mark .......................................August 12, 1993
Maggie ...................................August 12, 1993
Samuel....................................July 14, 1995
Emily ......................................May 17, 1997
Sarah ......................................March 2, 1999
Madison..................................September 27, 2002
Jason.......................................September 27, 2002
Over the summer when the children were out of school, Timothy and Angela enrolled
them in the local day care, Toddler’s Paradise. The EIN is 55-7557557 and the
address is 541 Summer Lane, San Marcos, CA 92069.
The couple paid a total of $2,135.00 for all the children to attend day care for the
summer months.
They want to e-file, and will either mail a check or like the refund check mailed.
Timothy’s PIN is 10009 and Angela’s is 10109. They want you to enter it.
Both Timothy and Angela have received health care benefits from their employers.
Timothy carries his dependents health care benefits through his employer.
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1
Beginning Workshop Return 9
Social Security Card
Social Security Card
TIMOTHY RAY HAMMILL
MARK ADAM HAMMILL
109-XX-XXXX
407-XX-XXXX
Social Security Card
Social Security Card
ANGELA DENISE HAMMILL
MAGGIE ANN HAMMILL
406-XX-XXXX
408-XX-XXXX
Social Security Card
Social Security Card
SAMUEL ISAAC HAMMILL
EMILY LEIGH HAMMILL
409-XX-XXXX
410-XX-XXXX
Social Security Card
Social Security Card
SARAH ELAINE HAMMILL
MADISON PAT HAMMILL
411-XX-XXXX
412-XX-XXXX
Social Security Card
JASON HENRY HAMMILL
413-XX-XXXX
2
Beginning Workshop Return 9
A Control number
OMB No. 1545-0008
B Employer Identification Number
02-1XXXXXX
C Employer’s name, address, and ZIP code
San Marcos Unified School District
1 Civic Center Drive
San Marcos, CA 92069
D Employee’s social security number
109-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 18,000.00
3 Social security wages
$ 18,000.00
5 Medicare wages and tips
$ 18,000.00
7 Social security tips
$
9
11 Nonqualified plans
$
Timothy R. Hammill
890 Santa Cruz Way
Vista, CA 92084
13
15
State
Employer’s State
ID no.
16 State
wages, tips,
etc.
CA
02-1XXXXXX
$ 18,000.00
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
2 Federal income tax withheld
$ 1,000.00
4 Social security tax withheld
$ 1116.00
6 Medicare tax withheld
$ 261.00
8 Allocated tips
$
10 Dependent care benefits
$
12a See instructions for box 12
Code
$
12b
Code
$
12c
Code
$
12d
Code
$
Third-party
14 Other
Sick pay
SDI $180.00
18 Locality
name
19 Local
20 Local Income
wages, tips,
tax
etc.
$ 896.01
$
$
Department of the Treasury – Internal Revenue Service Center
3
Beginning Workshop Return 9
A Control number
OMB No. 1545-0008
B Employer Identification Number
02-2XXXXXX
C Employer’s name, address, and ZIP code
Security Services, Inc.
1544 Harper Blvd.
Poway, CA 92074
D Employee’s social security number
109-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 6,500.00
3 Social security wages
$ 6,500.00
5 Medicare wages and tips
$ 6,500.00
7 Social security tips
$
9
11 Nonqualified plans
$
Timothy R. Hammill
890 Santa Cruz Way
Vista, CA 92084
13
15
State
Employer’s State
ID no.
16 State
wages, tips,
etc.
CA
02-2XXXXXX
$ 6,500.00
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
2 Federal income tax withheld
$ 400.00
4 Social security tax withheld
$ 403.00
6 Medicare tax withheld
$ 94.25
8 Allocated tips
$
10 Dependent care benefits
$
12a See instructions for box 12
Code
$
12b
Code
$
12c
Code
$
12d
Code
$
Third-party
14 Other
Sick pay
SDI $65.00
18 Locality
name
19 Local
20 Local Income
wages, tips,
tax
etc.
$ 283.26
$
$
Department of the Treasury – Internal Revenue Service Center
4
Beginning Workshop Return 9
A Control number
OMB No. 1545-0008
B Employer Identification Number
02-3XXXXXX
C Employer’s name, address, and ZIP code
Palomar College
1140 Mission Avenue
San Marcos, CA 92069
D Employee’s social security number
406-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 14,509.00
3 Social security wages
$ 14,509.00
5 Medicare wages and tips
$ 14,509.00
7 Social security tips
$
9
11 Nonqualified plans
$
Angela D. Hammill
890 Santa Cruz Way
Vista, CA 92084
13
15
State
Employer’s State
ID no.
16 State
wages, tips,
etc.
CA
02-3XXXXXX
$ 14,509.00
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
2 Federal income tax withheld
$ 1,197.24
4 Social security tax withheld
$ 900.38
6 Medicare tax withheld
$ 210.38
8 Allocated tips
$
10 Dependent care benefits
$
12a See instructions for box 12
Code
$
12b
Code
$
12c
Code
$
12d
Code
$
Third-party
14 Other
Sick pay
SDI $145.09
18 Locality
name
19 Local
20 Local Income
wages, tips,
tax
etc.
$ 958.26
$
$
Department of the Treasury – Internal Revenue Service Center
5
Beginning Workshop Return 10
Title:
Summary:
Beginning Workshop Return 10
In this lesson, you will learn the following:
1. Select correct filing status;
2. Enter W-2 income;
3. Create the e-file.
Average completion time: 15 minutes
Steps for Beginning Workshop Return 10

Start a new return using the Social Security number shown on the scenario. You can
use your company’s EFIN for “XX-XXXX.” Otherwise, use a unique number agreed
upon by your company.

Richard Cobb has not lived with his wife, Ellen Cobb, since May of this tax year, but
they are not legally separated.
Richard does not want to file a joint return.
Ellen’s Social Security number is 414-XX-XXXX.
Ellen will not be itemizing her deductions on her tax return.
Richard’s date of birth is August 3, 1977.
He is a salesperson at Honda of Rome.
He would like to electronically file his return and receive a paper check. If he owes,
he will mail a check.
His PIN is 10010 and he wants to enter it.
His home telephone number is (706) 555-0010.
Richard has received health care benefits from his employer.









Social Security Card
RICHARD CHARLES COBB
110-XX-XXXX
1
Beginning Workshop Return 10
A Control number
OMB No. 1545-0008
B Employer Identification Number
02-4XXXXXX
C Employer’s name, address, and ZIP code
Honda of Rome
26 Broad Street
Rome, GA 30165
D Employee’s social security number
110-XX-XXXX
E Employee’s name, address, and ZIP code
1 Wages, tips, other
compensation
$ 32,000.00
3 Social security wages
$ 32,000.00
5 Medicare wages and tips
$ 32,000.00
7 Social security tips
$
9
11 Nonqualified plans
$
Richard Cobb
100 River Road
Lindale, GA 30147
13
15
State
Employer’s State
ID no.
16 State
wages, tips,
etc.
GA
02-4XXXXXX
$ 32,000.00
Form W-2 Wage and Tax Statement
Statutory
Employee
17 State income tax
Pension
Plan
2 Federal income tax withheld
$ 3,100.00
4 Social security tax withheld
$ 1,984.33
6 Medicare tax withheld
$ 464.00
8 Allocated tips
$
10 Dependent care benefits
$
12a See instructions for box 12
Code
$
12b
Code
$
12c
Code
$
12d
Code
$
Third-party
14 Other
Sick pay
18 Locality
name
19 Local
20 Local Income
wages, tips,
tax
etc.
$ 2,300.00
$
$
Department of the Treasury – Internal Revenue Service Center
2