Carson Case Study: Return Information

Carson Case Study Facts: Introduction

Taxpayer Information

1. Select Quick Track > Basic Return Data.
   
   OR
   
   Select General Information > Basic Return Information > Taxpayer Information.
2. Enter the following information:
   
   

   	Taxpayer	Spouse
   Name	Frank B Carson	Marilyn S Carson
   Address	5473 W. Second Avenue Minneapolis, MN 55417
   Telephone Numbers	Home (612) 111-1111 Business (612) 222-2222
   Date of Birth	01/10/1969	03/01/1972
   SSN	845-52-8589	869-94-5967
   Occupation	Manager	Secretary
   Contribute to Presidential CAmpaign?	Yes	Yes

3. Verify that Married filing joint is selected. The filing status is a mandatory entry on the 1040 return.

Dependent Information

1. Select Quick Track > Dependent Information.
   
   OR
   
   Select General Information > Dependents > Dependent Input > Add new First Name.
2. Add the following dependents:
   
   

   Name	Date of Birth	SSN
   Craig A	10/10/2001	863-19-4662
   Karen C	06/01/2010	863-24-8813

3. Both dependents lived with their parents for the full 12 months (no entry required, 12 months is the default).

W-2 Information

Taxpayer W-2 Information

1. Select Quick Track > W-2 Wages & Salaries.
   
   OR
   
   Select Source Documents (W-2, 1099s, 1098) > W-2.
2. Select Major Supplier, and enter the following:
   
   EIN 75-4321233
   
   State EIN54-6666666
   
   Address: 100 Main Street, Minneapolis, MN 55417
3. Select Taxpayer from the radio button choices.
4. Enter the following. Social Security and Medicare Wages are the same as Wages.
   
   Wages $45,895
   
   Federal W/H $ 9,179
   
   Social Security W/H $ 2,845
   
   Medicare W/H $ 665
   
   State W/H $ 2,295

Spouse W-2 Information

1. Since Marilyn did not work for Kelly Services in 2019, that wage information should be deleted. Click Kelly Services from the Forms List window. Press the Delete key. A pop-up window asks you to confirm your selection. Click OK.
2. Select Add new Employer Name.
3. Enter Smith Barney.
   
   EIN75-5553211
   
   State EIN 54-4545454
   
   Address 5473 W. Second Ave., Minneapolis, MN 55417
4. Click the Spouse radio button.
5. Enter the following for Smith Barney. Social Security and Medicare Wages are the same as Wages.
   
   Wages $26,758
   
   Federal W/H $ 4,013
   
   Social Security W/H $ 1,659
   
   Medicare W/H $ 388
   
   State W/H $ 803

 

 

 

Case Study Facts/cascam_basic.htm/TY2019

Last Modified: 03/19/2020

Last System Build: 06/17/2021

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