Download presentation
Presentation is loading. Please wait.
Published byLoraine Mason Modified over 9 years ago
1
1 1-Day Returning Counselor Training 2013 One Day Returning Counselor Training INCOME
2
2 1-Day Returning Counselor Training 2013 Page D-1
3
3 1-Day Returning Counselor Training 2013
4
4 Page D-3
5
5 1-Day Returning Counselor Training 2013 Page 1-1
6
6 1-Day Returning Counselor Training 2013 AARP FOUNDATION TAX-AIDE TWO/TRAINING https://twonline.taxwise.com/training11https://twonline.taxwise.com/training11 TW 2011 Brown background https://twonline.taxwise.com/traininghttps://twonline.taxwise.com/training TW 2012 Green background
7
7 1-Day Returning Counselor Training 2013 LOG IN – FIRST TIME Use Internet Explorer Check your Caps Lock!
8
8 1-Day Returning Counselor Training 2013 LOG IN – FIRST TIME You’ll be prompted to change your password
9
9 1-Day Returning Counselor Training 2013 Make your password easy to remember - write it down LOG IN – FIRST TIME
10
10 1-Day Returning Counselor Training 2013 LOG IN – FIRST TIME
11
11 1-Day Returning Counselor Training 2013 If you try twice to log in and do not succeed: STOP Use “Reset Password” It will ask your security question You will then be asked to set up a new password LOG IN FAILURE
12
12 1-Day Returning Counselor Training 2013 TWO/TRAINING HOMEPAGE
13
13 1-Day Returning Counselor Training 2013 TAXWISE RIBBON Open existing return New return
14
14 1-Day Returning Counselor Training 2013 START A NEW RETURN Use the SSN / EIN numbering rules!
15
15 1-Day Returning Counselor Training 2013 OPEN AN EXISTING RETURN Click “Go to Tax Forms”
16
16 1-Day Returning Counselor Training 2013 TWO SCREEN Active form Ribbon Form tree Refund monitor
17
17 1-Day Returning Counselor Training 2013 TWO SCREEN Set your IE View-Zoom to 100%
18
18 1-Day Returning Counselor Training 2013 FORMS TREE + Add a form × Delete a form Ok to not use all forms in tree
19
19 1-Day Returning Counselor Training 2013 FORMS TREE Yellow exclamation mark - Form is incomplete Green check mark - Form is complete Blank - Form available in Tree, but not necessarily required
20
20 1-Day Returning Counselor Training 2013 ADD A FORM Show all forms Very long list Use scroll bar Type in form #
21
21 1-Day Returning Counselor Training 2013 FIELD LINK ICON Linking is accomplished by clicking on the icon to the right of the field and clicking on an existing or new form/scratch pad, as applicable Toggle estimate clears the red Also calculator and help Form Toggle Estimate Calculator
22
22 1-Day Returning Counselor Training 2013 LINKING TO A FORM OR SCRATCH PAD Open an existing form / scratch pad Open a new form / scratch pad
23
23 1-Day Returning Counselor Training 2013 BASIC TWO RULES Enter all dates in the format mmddyyyy Amounts can be entered with or without cents Do not use any punctuation (only hyphens in names allowed) double spaces dashes
24
24 1-Day Returning Counselor Training 2013
25
25 1-Day Returning Counselor Training 2013
26
26 1-Day Returning Counselor Training 2013
27
27 1-Day Returning Counselor Training 2013
28
28 1-Day Returning Counselor Training 2013
29
29 1-Day Returning Counselor Training 2013
30
30 1-Day Returning Counselor Training 2013
31
31 1-Day Returning Counselor Training 2013 See Page 2-3
32
32 1-Day Returning Counselor Training 2013
33
33 1-Day Returning Counselor Training 2013
34
34 1-Day Returning Counselor Training 2013 See Page 2-5
35
35 1-Day Returning Counselor Training 2013
36
36 1-Day Returning Counselor Training 2013 If qualified foreign taxes are included in the broker statement ($300, $600 MFJ) link from 1040 line 47 to Form 1116 and enter in [Simplified Limitation Election] section. See Page 2-6
37
37 1-Day Returning Counselor Training 2013 Page E-3
38
38 1-Day Returning Counselor Training 2013 See Pages 2-8, 2-9
39
39 1-Day Returning Counselor Training 2013
40
40 1-Day Returning Counselor Training 2013
41
41 1-Day Returning Counselor Training 2013
42
42 1-Day Returning Counselor Training 2013 2012 Capital Gains Worksheet See Pages 2-10 to 2-15
43
43 1-Day Returning Counselor Training 2013
44
44 1-Day Returning Counselor Training 2013
45
45 1-Day Returning Counselor Training 2013
46
46 1-Day Returning Counselor Training 2013
47
47 1-Day Returning Counselor Training 2013 Page 2-17
48
48 1-Day Returning Counselor Training 2013
49
49 1-Day Returning Counselor Training 2013
50
50 1-Day Returning Counselor Training 2013
51
51 1-Day Returning Counselor Training 2013
52
52 1-Day Returning Counselor Training 2013
53
53 1-Day Returning Counselor Training 2013
54
54 1-Day Returning Counselor Training 2013
55
55 1-Day Returning Counselor Training 2013
56
56 1-Day Returning Counselor Training 2013 ROYALTIES Tab 2 Royalties in-scope if from a K-1 or on a 1099-MISC from a gas/oil lease or similar From Form 1040, line 17, link to Sch E Enter “6” as code type for Royalties For K-1, list “[Company Name] K1” on C and enter amount for “Royalties Received” in line 3b (transfers to line 4) For 1099-MISC, link and complete
57
57 1-Day Returning Counselor Training 2013 Sch E Pg 1
58
58 1-Day Returning Counselor Training 2013
59
59 1-Day Returning Counselor Training 2013 Page 2-19
60
60 1-Day Returning Counselor Training 2013 1040 Wkt1
61
61 1-Day Returning Counselor Training 2013
62
62 1-Day Returning Counselor Training 2013
63
63 1-Day Returning Counselor Training 2013
64
64 1-Day Returning Counselor Training 2013 New TWO Form (Wkt7) 1040 Line 21 Other Income New Worksheet for reporting Miscellaneous Income Includes 16 additional income lines New diagnostics will be added Income from another form auto-populates the worksheet with amount and type 1099-Misc income link to worksheet then to 1099M. October 11, 2015 - USA 64
65
65 1-Day Returning Counselor Training 2013
66
66 1-Day Returning Counselor Training 2013 PAGE 3-1
67
67 1-Day Returning Counselor Training 2013 QUESTIONS???
Similar presentations
© 2025 SlidePlayer.com. Inc.
All rights reserved.