I'd like to discuss it. I tried working on it last night but my numbers were off and I wasn't sure where to put his jury pay.
Hey Chris Thanks for starting up this blog, i am sure it will be a great help for everyone. I am partially done with Brad Wilson federal, however i am stuck on few places. I will be online around 7ish pm today. Is it okay if we can discuss the problems that i am encountering? If so then please let me know. Thanks and gudluck to everyone on their midterm =)
Morning all, glad it seems to be working. I hope you guys are getting the comment emails as well. I am a little busy this morning but I will post two areas where I had problems with the numbers. I can have them up around 12:30 or so.Mary, I'll let you know about later this evening. Feel free to post any questions, I can answer those faster or starting thinking about them.Thanks allChris
Two places I ran into problems with for B. Wilson were the following:1. Schedule D:Capital Gains and losses: on the 1099-div box 2a. that needs to go into the schedule D on line 132.The "2009 state balance due" $753 should be added to the itemized deduction sheet on line 5 along with the totals in the CA book on page 182 box 17 of the W-2's. The reason I added this was the payment was made in 2010 for the 2009 taxes. You can find that on page 11.12 of the textbook in the last paragraph under "income taxes"If you got these then we can go over more from there but those were the spots I ran into a problem.ThanksChris
do you have this copy ? to email? ThanksMarie
Hey Marie, I don't think I have the forms anymore. I will double check when I get hime. Out of curiosity, how did you find this blog? I set it up over a year ago, I even forgot about it... :)I will reply if I still have the hard copies somewhere.ThanksChris
you have the files?
I will try to be on here at 7 pm as well. I should be home and will have my Wilson midterm with me so we all can discuss it further.ThanksEstelle
I won't be able to get on around this time but I'll be on the look out for any questions. If I have input I'll chime in.Chris
I have a question regarding the agi. I have it as 30,126 but that doesn't seem right. I'm also questioning the taxable income and itemized deductions. For itemized I have it as 9105 and taxable i have it as 1461. I've done the math over and over but I think this is where I am messing up my numbers. I appreciate all help to fix up this federal form.Thank youEstelle
Hey Estelle, for AGI I am coming up with 30,271 and for itemized deductions I have 9070.For AGI I have 32,622 (line 22) - 2,351 (line 36) = 30271 (line 31 AGI)On itemized deductions I have: 1603 (line 4) + 3042 (line 9) + 3475 (line 15) + 950 (line 19) = 9070 (line 29)I can go over more stuff during the day tomorrow. I will also have some time tomorrow evening if we want to try and get a chat together. I think since we are mostly using gmail I'll look at setting up a chat room, if we can all agree on a time we can have a live chat. I am also working on the state and am hoping to have it done by tomorrow.ThanksChris
Line 14 on schedule A anyone? Some reason I wrote down 727 but thought about it and I can't find out where.it came from..
What's up Kevin? I don't have anything on line 14 for schedule A.Chris
So does it come out to 4838? My questions were line 5 from the inc tax being 584, anfitriones line 14 but I think ur right to leave it blank
For line 5 of the itemized deductions sheet I got 1342:589 (total amounts from w-2 box 17 in state book, page 182) + 753 (from 2009 state balance due) = 1342 (line 5 state and local income tax on itemized deductions)Chris
Hello Chris,Would you happen to have the Wilson MidTerm info? Can you email it or srnd link? My email is email@example.com
Here are links to the 1040 for Wilson:http://db.tt/Ocspzllahttp://db.tt/PrG5Vby4As I said I got the refund amount of 2711 but if anyone see's an issue or if I did voo doo math somewhere I am happy to have other eyes on it.Thank youChris
First, thank you for showing what you have so far for fed. I have a question on the total income (line 22). You have 32,622. I added up lines 7, 8a, 9a, 13 and 21. I get 32,672 for the total income (32,332+34+171+25+110) Also, how did you calculate the sched D and get 25?I'm not sure if I'm missing something there.
Hey Estelle, that one was where I had problems. Isn't the 25 you got form the capital gains and loss worksheet a (-25)? Since it was a negative 25 or loss I subtracted it.On the schedule D I got a (-25) from: 2698 (column d) - 2748 (column e)Column f says:subtract "e" from "d" which equals (-50) or loss right?Then on line 13 of schedule D it asks for "capital gain distributions" I got that from the 1099-DIV box 2a: 25If you combine lines 8-14 in column f you would have (-50) + 25 = (-25) or a loss.When you subtract the 25 from the totals you have listed you get: 32,622Thank you for the feedback, like I said I need to check all this myself, again.Chris
Thank you for replying. I understand it now for that part. I only have one more question regarding the federal.Once I get this sorted I can move on toward state.I'm stuck on the tax table. Which number are we using for the tax table? When I use 30,271 I get 3,944. When I use the 13,901 I get 1491. I know the 1469 is correct as you have it because doing the math going downward on the 1040 will get you the correct answer but where did you get it from (the 1469)?
I got the 1469 from filling out the "qualified dividends and capital gains worksheet-line 44". Once you fill it out, line 19 of the worksheet tells you to use that tax on line 44 of the 1040.Chris
It's about 8:30, I am available now if anyone wants to chat about these forms.Chris
How is everyone doing?Chris
I'm having trouble getting my comments to post. I finished the federal thanks to your explaining the last question I had. I'm going to work on state right now. If I have questions I will make sure to post them in the states topic you created. Thank you for all of your help.
Thank you for your help. Talking about this stuff like we did here helps me understand it more myself. I'll check on the posting issues later tonight.Chris
On line 62 do I put the $753 taxes he paid in 2010? on pg. 1.6 it has a list of the 1040 which refers to page 11.11
Yo Kevin, line 62 looks like it refers to "estimated taxes" the $753 is tax that he had to pay from the 2009 return. I don't have anything on line 62. I put the $753 on schedule A line 5 "taxes you paid" You have to add $753 and $589. The $589 is the total of the state tax withheld on the W-2's in the state book on page 182.Chris
Ok cool thanx Chris I've been struggling on time...and is the eic based on ur earned income or AGI
Kevin and Chris - I have Line 62 blank for "2010 estimated tax payments..." The allocation of $753 is for 2009 tax.
Final amount for "Payments" I have is $3,180 - Lines 61 through 71.
Everyone - Don't forget about the LOCAL taxes on the California W-2 - $24 that gets added to Line 5 on SCHED. A along with the state taxes.
Ken, did you get the correct answer for this when you added the $24? I didn't add it and I got the correct answers. I also sent the 1040 and 540 to Erika and she said they were correct.Just wondering.CHris
Yup, I just did the math and it comes out the same. There are some lines on some schedules and forms that need to be updated but the answer comes out the same. This would have mucked up the answers bad on the test.
Hey Estelle, I hope you get the update that Ken listed. I sent a direct email to you.Chris
Chris - It does not change the amount of tax owed from looking up on the tax table but, I did get the $2,711 refund Erika gave us and it does change the amount of the schedule A which could be a test question on the Midterm
You're right Ken, I did the math last night and made the changes to sched A and the other forms that needed line changes. Thank you for the reminder on that. I am trying to make sure the others using the blog know about it also.Chris
If anyone wants to meet at 8:00am before the midterm, I will be there to go through the returns or try to answer questions on stuff that may be not be clear.
hi Chris.. this is MJ. can you please email me federal? i am $50 over on AGI. i got your state tax from Mel.. thanks!
MJ's email add is: firstname.lastname@example.orgGracias!
I am updating the federal and added the 24 to the state and local tax on the sched a but when I add up the 1603, 3066, 3475 and 950 I get 9094. I am looking at the copies of the forms I was sent and I see 9096. Am I missing a number? I will try to be there early tomorrow for anyone showing up to discuss the midterm.Estelle
I will try to be in early tomorrow to go over the forms.Also, did anyone answer that question she posted on the board before we left? The question was which of the following itemized ded may be added to federal item ded on the CA return.A. Qualified medical expenses paid from HSAB. Loan interest for a Vacant peice of land in CaliforniaC. State Disability Insurance (SDI)D. None of the aboveI think the answer is C. The CA adjustment form mirrors that itemized deduction federal form for lines 5, 7 and 8 and it specifically lists the words State Disabillity Insurance but I could be wrong. Let me know what you all thinkEstelle
somebody knows about the Final Bruce Harrison
Bruce &Lois 2 kids the third William release dependence to ex. Adjust:Lois contributed 2500 IRA the value for her Acc is 13093.75She did not take. OTHER INCOME:Bruce 2 days in District court received 50. CREDITS:B&L paid Little Center 7000(3500 each kid) to take care 2 kids. SELFEMPLOYMENT:L quilts.L made 8500 selling quilts. Spent 195 on advertising Bought 1200 supplies 225 in rent a space. RENTALREALESTATE: B&L each owned a hous. B&L moved to B hous after weed. They continue 2rent L house. L&B rented all y and get 8400rent.made minor repair cost 400 they paid 850 for home annually.paid 1400 real ESTATE TAx. purchased 2005,115000value has not change when the couple made it available to rent 2007.TRANSACTIONS Sell 30 shares 1650 buy in 2005 at 1182, 60 shares 1800 buy in 2005 at 1485, 10 shares buy in 2005 525 at 760ITEMIZED DEDUCTIONS:2011 state balance due 782 paid april 12,2012.Personal property tax 575 paid on December 27,2012. Donation to cancer 450 may3, 2012
can you put the numbers into 1040 may be more comprehensive. Thank you very much. Hopefully you will get back the response soon.
anyone have question to Lois case in 1040? and the questions to the final exam?
I think is going to be for 2012 taxes somebody help.
can someone give the whole question for the brad Wilson ?
Also need help with Brad Wilson please
what do you need? can you help me with Harrison case?
I need the Brad Wilson Midterm info? Willing to PAY for it.
Where the itemized deduction go in California?
Do anyone have the answers to the Brad Wilson mid term because I'm stuck. Can someone please help me?
where do you need help?
I need help with the whole thing!!
You can email me at email@example.com
Did figure anything out for lines 10-21 (Income) and 23-37 (AGI)
me too. please email me @ firstname.lastname@example.org. going nuts and so stressed!
Count me in on that info email@example.com. Desperate in MA
Hi Chris. I need help with the HR Block Brad Wilson case, i am off a little over a hundred on my return, can you help me? I know you did this case a while back, but perhaps you can still help?
Me too! Then I was short!. And now I'm confused! I need the answers so I can redo the case
Here are some tips for the Brad Wilson case:On the Qual Div wkr sheet, line 24 & 26- when you are looking on the tax table, make sure you are looking for the corresponding amount for HOH not single. That screwed me up. I fixed it, and that fixed all the other lines.Make sure line 21 of 1040 you added the jury pay.if you are only off by 20-50 bucks, chances are you screwed up on the taxable income line 43 form 1040. When you go to the tax table, make sure you are selecting the correct row amt. EX: someone who is HOH and has a taxable income of 15550 you must choose the row from 15,550- 15,600 NOT 15,500- 1550 this can screw you up by a few bucks, change it and it fixes everything.Hope this was helpful and gets you back on track. Will check back in a few hrs.
I guess i should also mention, for the capital gains and losses wrk sheet, make sure you are also entering the capital gain distributions from form 1099-DIV (line 2a) into line 13 of that wrk sheet. Make sure you are adding correctly using the math rules.For itemized deduction wrk sheet, part two taxes, make sure you are adding the state taxes from the W2s line 17, plus the taxes given in the scenario.I think this should cover most of the tricky parts to this work sheet.
What should the final answer be?
Final ans is 2814Also make sure that to get the tax for this case you are not using the tax table directly. You must use the Qual Div and Cap gain wrk sheet, then put the amt you get from there on line 44 of the 1040, then do the math from there.
yes i got that as a final answer but in my itemized deductions i get $4690 in medical ? box4$1663 .
That's the correct answer. Because they can only deduct a portion of the medical.
but in the midterm it says its wrong ? i got the correct refund so i dont get it .
thats what i got also is that incorrect???
does anyone have copies of final forms? I am totally stressing and freaking out here over the Brad Wilson midterm. Please help. I'm begging....... :'(
yes I also have final answer $2814
line 7: 32332line 22: 32622line 38: 30271line 40: 9154line 46: 1339line 64a: 886line 74: 2814
Hi i am stuck with qual dividends worksheet i am getting 1346 pls help how did u get 1339?
What did you add in itemized deduction because I have 8611
do u have the ca part???
Anyone have the actual information to complete Harrison 1040?
Any luck with getting this information on Harrison?
Please please help me with 2013 1040 and CA 540 numbers for brad Wilson .. Got a midterm and really tensed ... Will be grateful .. Please help!
Please upload the Fedral 1040 and CA 540 2013 Brad Wilson
I have the midterm in a few hours . Please help me with the numbers of CA 540 and fed 1040 for brad Wilson . Thanks!
Does anyone have numbers for JENSEN 11.1 ?
Line 7:52705Line 22:52953Line 37:52758Line40 14076Line43 26982Line46 3154Line 62 4178Line 73: 2024
Does anyone know the rest of the midterm exam questions?5 questions Part I;10 questions Part II
did you have any luck?
id be interested to know the midterm exam questions and answers..i have started the test and almost complete but a few I'm not sure so I would like to have something to confirm my answers :(
The questions would still be helpful without your answers, please.
If anyone has exam questions to midterm, please send to firstname.lastname@example.org
I would be interested in the questions. Thanks: email@example.com
Call me stressed This will be my only job possibility ad I want to make sue my answers are correct. Please send to firstname.lastname@example.org
email@example.comPlease need help!
if anyone still needs Wilson I have it. Post email address.
Please email Wilson 1040 with itemized deduction to: firstname.lastname@example.org
Need brad Wilson. Baldwin4945@bellsouth.net
Need brad Wilson email@example.com
Need Brad Wilson. firstname.lastname@example.org Thanks!
Anyone have the numbers for Brad Wilson 2013? I don't have what I need for the itemized deduction entries. Please help!
email@example.com Many Thanks
firstname.lastname@example.org need help for mid term Brand wilson
email@example.com thank you so much
firstname.lastname@example.org -Brad Wilson- thanks
Jasontcosico@gmail.comBrad Wilson Thanks
Count me in email@example.com. Thanks.
me too pls! firstname.lastname@example.org
i need case studies from chapter 9, 11, 12 email@example.com thankss!
Need help please on brad Wilson
My email is firstname.lastname@example.org
Did you ever get the Brad Wilson info? miloanhill1@AOL.COM
Anyone still have their questions and answers tothe final ?
Does anyone have the information on the final? Harrison?
Info emailed to those who posted their email addresses for Wilson.
good afternoon guys Im stuck on 14.2 carter state return keep coming up with 660 instead of 440 any help would be appreciated thanks
does anyone have the final answer of Bruce & Lois 2013 1040 Fed? please help.my final answer is $2502. i want to double check whether i'm correct or not
Can you email the information on the final? email@example.com
If anyone has exam questions to midterm, please email : firstname.lastname@example.orgPLEASE GUYS
Did you still need it?
need help on case study 8.2 graded review #1 Marion Cunningham please .. thanks email@example.com
What do you need help with?
I didnt pass the quiz :( .. now doing Wilson .. thanks anyways
Can someone post the final for Bruce & Lois 2013 1040?
bruce & lois 2013 / 1040 tax returnline 7: 80357line 8a: 175line 8b: 279line 9a: 345line 9b: 216line 12: 6880line 13: 1115line 17: 0 (loss -105/ form 8582)line 21: 50line 22: 88922line 27: 486line 30: 38line 32: 2500line 36: 3024line 37/38: 85898line 40: 14655line 44: 7256line 48: 600line 51: 2000line 56: 972line 62: 8130line 74a: 2502
Can you email me the information for the tax return? firstname.lastname@example.org. Please.....
can you email me questions for the final. I will appreciated.Samy1965@hotmail.com
Which forms are used for the bruce & lois 2013 / 1040 tax return?
Line17 is wrong The number is (105)
form need:1040, schedule A, Schedule C, Schedule D, form 8949, Schedule E, Schedule SE, form 2441 and form 8582. good luck
I need help on midterm (Wilson) only in the medical expense . Somehow i did get the refund good . Totally lost on the California.return please help .. ��
Anyone have the w2 and other information for the final to scan and email?
I would be interested in the final information, the w-2 as well. Thanks. email@example.com
need help with brad wilson case (Midterm Exam).All info. thanks, firstname.lastname@example.org
Hello. I need the final exam tax problems tax question . And also numbers for CA
Please help me with the final exam Bruce Harrison Fedral and CA 2013 numbers
If you happen to get any info please post or email it me at email@example.com thank you
Irma November 2, 2014--TexasI need the Case 13. Brad Wilson taxes if you have the answer for the firstname.lastname@example.org
I also need the info for Bruce Harrison final exam. I would like to get a head start on it anybody have it? if so please email it at email@example.com.... Your help is greatly appreciated thank you.
I request please some one upload the final exam Bruce Harrison
Anyone has answer for Harrison final exam
corrected bruce & lois 2013 / 1040 tax returnline 7: 80357line 8a: 175line 8b: 279line 9a: 345line 9b: 216line 12: 6880line 13: 1115line 17: 0 (loss -105/ form 8582)line 21: 50line 22: 88922line 27: 486line 30: 38line 32: 2500line 36: 3024line 37/38: 85898line 40: 17265line 44: 6866line 48: 600line 51: 2000line 56: 972line 62: 8130line 74a: 2892
Can you please e-mail me the info for the final exam. I really appreciate it. firstname.lastname@example.org
Can you please send me the info with w2 for final exam @ email@example.com. Thank you
anyone have the quiz for the final?
Those numbers are not correct
What are the correct numbers? Also if you have the W2 with complete info please email me @ firstname.lastname@example.org thank you
Please need as soon as possible Wilson case 13 and midterm to ck if i have everything corrected. Taking the test tomorrow. Thank you. email@example.com
If anyone have any info in final exam. Please email me firstname.lastname@example.org
I am confused about Harrison. Why is line 17 a "0" with a note of a loss of (105) from 8582? Doesn't the text section "active-Participation Rental Activities" 20.20 describe allowing up to $25,000 of rental loses for a modified Agi OF LESS THAN $100,000 ? It seems it should be included and result in line 22 to be reduced by the 105 to equal 88817. Am I missing something. (Also the text said we will not be required to complete a Form 8582 in theis course. Thanks
How are you getting 17265 for Itemized Deductions on Sch A. I am coming up with 175652211.00 bruce state income tax w/held.2610.00 lois state income tax w/held.782.00 2012 state balance due.------------total 5603.002515.00 real estate taxes paid575.00 personal prop taxes-----------------8693.00 total8422.00 home mortgage insterst 450.00 donations to cancer-------------17565 total what am I missing or is it a typo. thank you.
Can you please email me the scenerio for bruce & lois harrison? @ email@example.com iwould like w-2 info and scenerio. Thank you
Can anyone please email case study 15.2 (Tomkin)to luzfigueroa80@gmail. comPlease guys I'm so stuck
Does anyone have the scenario for Brad Wilson?Please email to firstname.lastname@example.orgI found the answers at http://f1040.com/x/pdf/13M.pdf But it does not give the scenario.Thank you!
That's wrong Answer is 2814
that is the 2010 rtrn. 2814 is correct.
Guys please no one has Tomkin (15.2) case study? Email me email@example.com
Tompkin 15.2 case study roger & carol filing a joint rtrn. 4 dep's, self, carol, roger tomkin jr., shaun offet, nephew. 7. 387008a. 5012. 142922. 4017926. 287127. 10137. 3720738. 3720740. 1377141. 2343642. 1560043. 783644. 78346. 78351. 78354. 78355. 056. 20261. 20262. 276764a. 175965. 121772. 574373. 5541
Could you email me the forms for the above ?15.2 luzfigueroa80@gmail. com
Can anyone confirm the answers for final exam case study? I have done this case study using hr block software and for some reasons it has come up with diffrent results
If you have info with w2 please email me the information so I can work on it. Thank you firstname.lastname@example.org
final answer is $2914
Need help on Miller graded review ..please thanks
7. 426408a. 539a. 2569b. 25613. 15937. 4310840. 895041. 3415843. 2635846. 325148. 60051. 100055. 165159b. 40061. 205162. 506173. 3010
thank you so much .. do u happend to have ca .. and thanks you saved me ..
I got an 80% thanks .. I was off by $5 and thanks to ur help i was able to fix it and understand it now.. i just had problems with Ca . buts its all good thanks so much
Correct numbers for harrison (final case study)7. 8035712. 688013. 111517. (105)22. 8881727. 48636. 302437. 8579340. 1726541. 6852844. 684448. 60051. 200055. 424456. 97273.2914
could you please explain line 17, I got of 2114. I am little bit confuse. Here is my email email@example.com
I have 20884 for itemization. Can you please as final is this Friday the 14th.Please upload to my email firstname.lastname@example.org
Line 17- do schedule E:3. 840018. 363620. 850521. (105) it is a loss23a. 840023c. 221924. 026. (105)
Itemizes deduction1. 02. 887934. 05. 56036. 22157. 5759. 839310. 842215. 842216. 45025. 8579326. 177629. 17265
I hv same final returns $2914note that, hv to check "active activities" then the loss amt -$105 will be reported. if you missed, the final answer is $2892.
thanks, I have almost very lines correct except for line 44 you have 6844 but when I check the tax table it is 6859.Also line 48 he have 2 eligible children for dependent care I have 1200 and you have 600, did you use only I child. Please clarify and I apologize for it.The final is for this Friday.
I'm confused do we need form 8582?
If you have took the final already or gonna take it, please post what questions will be on final??
no, we don't need form 8582
Yes my line 44 is 6859, but don't worried the computer will do the right. I believe the children dependent care is 600 because she has 3000 in box 10 of W2.
Thanks for the reply and everything is correct. Thanks again..
For bruce and Lois44.685948.60051.20054.260055.425956.97261.523162.813072.813074.2899
sorry line 51.2000
Please can you also post Harrison CA numbers ?
Please upload the final Bruce Harrison 1040 and CA540
guys i need the numbers for graded review 3 Case study 22.2 fedral and Ca numbers
Please if someone has the correct numbers for Case study 22.2 Kimball, please help me.
Kimball CS 22.27. 296558a. 74579a.17579b.175713. 21621. 12522. 3921030.12437/38. 3908640. 610043. 2908644. 362349.189361. 173073. 3015good luck, anonymous New Jersey
Michelle Miller Graded Review?
What did anyone put in lines A and B on Schedule C? I'm having trouble characterizing Lois's Business and Activity Code and I'm sure there will be a question about it in the part of the exam where we are graded on the tax return. Thanks.
Independent artists... 711510
Need he[p with Kimball california I come up over can anyone help plz?
Can you explain line 18 of schedule E
basis $100k; life 27.5yr; method SL/MM; current depression $3,636
typo ... depreciation
Does anyone have the questions for the final 2014?
Please send me the final answers to email@example.com
We are sure line 17 on 1040 is (105)
Can you please email the Harrison information to firstname.lastname@example.org. I am looking for the information to complete the return. Please... thank you