1040 Smith Case Study Facts (CASSMM)

Printable Case Study Facts

Robert and Mary Smith are sample clients. You are going to prepare their 2019 return using the tax application. Your administrator has rolled over their 2018 files to 2019. The Smiths have brought you their information for 2019.

Targeted Areas

• Basic data entry techniques
• Navigating through the system
• Using Organizer and Tax Forms

Return Information

• Taxpayer Information
• Dependent Information
• Estimates and Penalties
• W-2 Information
• Interest Income
• Dividend Income
• Business Information
  • Depreciation Information
• Schedule K-1
• Estimated Tax Payments
• State Taxes
• Itemized Deductions
• Current-Year Cash Contributions
• Credit for Prior Year Minimum Tax
• Comparison of Current Year to Prior Year
• Reviewing the Return

 

 

 

Case Study Facts/smith_intro.htm/TY2019

Last Modified: 03/19/2020

Last System Build: 06/17/2021

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