1040 Carson Case Study Facts (CASCAM)

Printable Case Study Facts * Carson Source Documents

• Frank B. & Marilyn S. Carson
• 1040 Learning Return for 2019

Frank and Marilyn Carson are sample clients. You are going to prepare their 2019 return using the tax application. The Carsons completed an Organizer.

The Carson case study is designed for someone new to the tax software. The case study steps through the basics of preparing a return using the tax application and teaches many aspects of navigation and review. This training return provides hands-on data entry experience for a variety of tax topics such as entering wages, adding a business, and entering depreciation.

The Carson Case Study Guide contains completed facsimiles of the Carsons’ Organizer and source documents.

Targeted Areas

• Taxpayer/dependents
• Wages
• Interest
• Dividends
• Schedule C income
• Depreciation
• Capital gain/loss (stocks)
• Itemized deductions
• Charitable contributions

Data Entry Areas

• Carson Case Study: Return Information
  • Taxpayer Information
  • Dependent Information
  • W-2 Information
• Carson Case Study: Income Information
  • Interest Income
  • Dividend Income
  • Business Information
  • Depreciation Information
  • Capital Gains and Losses
• Carson Case Study: Itemized Deductions
• Carson Case Study: Filing Instructions
• Reviewing the Return

 

 

 

Case Study Facts/cascam_intro.htm/TY2019

Last Modified: 03/19/2020

Last System Build: 06/17/2021

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