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Proficiency

Your comments, suggestions, and feedback are appreciated

Application of your Tax Law knowledge to the preparation of example returns

These problems are designed to test your proficiency in preparing a complete return - including the New Jersey return.

You might consider requiring your preparers to do the Kent problem in addition to the problems below.

Link to TaxSlayer Practice Lab
Be sure to Change Tax Year to 2018

Problem Intake Sheet Scenario Printed Return Work Products Other
Hale 12-05-2018 Upd 01-06-2019 Upd 01-06-2019 Upd NJ Checklist 01-06-2019 Upd
ScratchPads 12-09-2018 Upd
Annuity Calculator 12-05-2018 Upd
Use Tax tbd Upd
Learning Guide 01-18-2019 Upd
Review Guide 01-05-2019 Upd
Notes:
  • 01-06-2019 - IMPORTANT
    • Added section to Scenario to explain how to bring return prepared before NJ availability in TSO in sync with return prepared from scratch after NJ availability
      • Also explains fixes for TSO changes and bugs
    • Clarified language about Blind vs Disabled and updated NJ Checklist
    • Use Tax - We do not have updated Use Tax worksheet for NJ, so used $14 as last year's Worksheet would suggest
Lynch 12-07-2018 Upd 01-06-2019 Upd 01-05-2019 Upd NJ Checklist 12-06-2018 Upd
ScratchPads 12-06-2018 Upd
Learning Guide 01-18-2019 Upd
Review Guide 12-28-2018 Upd
Notes:
  • 01-06-2019
    • Changed disability date and date of IRA distribution - no Refund Monitor changes
  • 01-05-2019
    • Added NJ Stuff
      • Federal AGI and Refunds do not change
      • NJ Refund amounts added
  • 12-19-2018
    • TSO will only calculate the Qualified Business Income Deduction (QBID) if the Business Name field on the Sch C “Basic Information About Your Business” screen is filled in


Change Log:

  • 01-18-2019 Upd
    • Hale Learning Guide v0.9b
    • Lynch Learning Guide v0.9b
  • 01-06-2019 Upd
    • Hale Scenario v0.9i
    • Hale Printed Return v0.9i
    • Hale NJ Checklist v0.9b
    • Lynch Scenario v0.9e
  • 01-05-2019 Upd
    • Hale Review Guide v0.9b
    • Lynch Scenario v0.9d
    • Lynch Printed Return v0.9d
  • 01-04-2019 Upd
    • Hale Scenario v0.9h
    • Hale Printed Return v0.9h
  • 01-03-2019 Upd NJ Available
     
  • 12-28-2018 Upd
    • Hale Scenario v0.9g
    • Hale Learning Guide v0.9a
    • Hale Review Guide v0.9a
    • Lynch Learning Guide v0.9a
    • Lynch Review Guide v0.9a
  • 12-21-2018 Upd (thanks Gale)
    • Hale Scenario v0.9f
  • 12-19-2018 Upd (thanks Gene)
    • Hale Printed Return v0.9d
    • Lynch Scenario v0.9c
    • Lynch Printed Return v0.9c
  • 12-15-2018 Upd (thanks Bob)
    • Hale Scenario v0.9e
  • 12-10-2018 Upd (thanks Gwyn / Paul)
    • Hale Scenario v0.9d
  • 12-09-2018 Upd (thanks Malcolm)
    • Hale Scenario v0.9c
    • Hale Printed Return v0.9c
    • Hale ScratchPads v0.9c
  • 12-07-2018 Upd
    • Lynch Intake Sheet v0.9b
    • Lynch Scenario v0.9b
  • 12-06-2018 Upd
    • Hale Scenario v0.9b
    • Hale Printed Return v0.9b
  • 12-06-2018 Upd
    • Lynch Intake Sheet v0.9a
    • Lynch Scenario v0.9a
    • Lynch Printed Return v0.9a
    • Lynch NJ Checklist v0.9a
    • Lynch ScratchPads v0.9a
  • 12-05-2018 Upd
    • Hale Intake Sheet v0.9a
    • Hale Scenario v0.9a
    • Hale Printed Return v0.9a
    • Hale NJ Checklist v0.9a
    • Hale ScratchPads v0.9a
    • Hale Annuity Calculator v0.9a