Federal Worksheet

Enter all the information that you currently have available. If you have any additional information not covered on this worksheet please enter it in the Additional Tax Information or Suggestions box.

Taxpayer:		Spouse:
First Name		First Name
Middle Initial		Middle Initial
Last Name		Last Name
Social Security Number		Social Security Number
Date of Birth		Date of Birth
Date of Death		Date of Death
Occupation		Occupation
Work Number		Work Number
Home Number		Home Number
E-mail Address		E-mail Address
Blind	No Yes	Blind	No Yes
Address
City
State
Zip Code

Please choose 1 of the 5 Filing Status:
: 1 Single
2 Married Filing Jointly: 3 Married Filing Separately
Check the box if the taxpayer did not live with spouse at any time during the year►: Check this box if client is eligible to claim spouse's exemption ........................►
Check this box if client is a Dual Status Alien..............................................►
4 Head of Household: If the qualifying person is a child but not a dependent,
Child's Name: Child's Social Security Number:: 5 Qualifying widow (er)
Check the appropriate box for the year the spouse died................. 2004 2005

Did Dependent Live with Taxpayer?

First Name

Last Name

Date of Birth

Dependent's Social Security Number

Relationship

No of Months in Home

Educ Expense









Go to Dependent Child Care Information					Go to W-2 Information
Go to Schedule A Information					Go back to Client Information

Name	Street Address	City	State	Zip Code	Federal ID or SSN	Amount Paid






Go to W-2 Information Go to Schedule A Information
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Your W-2 Information

W-2 Worksheet 1
Employer Information:
a - Control no. (if any)
b - Employer ID no.
c - Employer's:
Name
Name (Continue)
Street
City
State
ZIP Code

Boxes 1 thru 11:
1 - Wages			2 - Federal Tax W/H
3 - Soc. Sec. Wages			4 - Soc. Sec. Tax W/H
5 - Medicare Wages			6 - Medicare Tax W/H
7 - Soc. Sec. Tips			8 - Allocated Tips
9 - Advance EIC			10 - Dependent Care
11 - Nonqualified Plans

Boxes 12 thru 14:
Box 12 - Letter Code (if any)		Amount



Box 13 - Check any boxes that are checked on your W-2
Retirement Plan
Statutory Employee
Third-Party Sick Pay
Box 14 - Description (if any)		Amount




State and Local Taxes:
Box 15 - State	Employer's State ID No.		Box 16 - State Wages		Box 17 - State Income Tax



Box 18 - Local Wages		Box 19 - Local Income Tax		Box 20 - Locality Name



Add Another W-2			Go to Schedule A Information
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W-2 Worksheet 2

Employer Information:
a - Control no. (if any)
b - Employer ID no.
c - Employer's:
Name
Name (Continue)
Street
City
State
ZIP Code

Boxes 1 thru 11:
1 - Wages			2 - Federal Tax W/H
3 - Soc. Sec. Wages			4 - Soc. Sec. Tax W/H
5 - Medicare Wages			6 - Medicare Tax W/H
7 - Soc. Sec. Tips			8 - Allocated Tips
9 - Advance EIC			10 - Dependent Care
11 - Nonqualified Plans

Boxes 12 thru 14:
Box 12 - Letter Code (if any)		Amount



Box 13 - Check any boxes that are checked on your W-2
Retirement Plan
Statutory Employee
Third-Party Sick Pay
Box 14 - Description (if any)		Amount




State and Local Taxes:
Box 15 - State	Employer's State ID No.		Box 16 - State Wages		Box 17 - State Income Tax



Box 18 - Local Wages		Box 19 - Local Income Tax		Box 20 - Locality Name



Add Another W-2			Go to Schedule A Information
Go to Payment Information			Go back to Client Information

W-2 Worksheet 3

Employer Information:
a - Control no. (if any)
b - Employer ID no.
c - Employer's:
Name
Name (Continue)
Street
City
State
ZIP Code

Boxes 1 thru 11:
1 - Wages			2 - Federal Tax W/H
3 - Soc. Sec. Wages			4 - Soc. Sec. Tax W/H
5 - Medicare Wages			6 - Medicare Tax W/H
7 - Soc. Sec. Tips			8 - Allocated Tips
9 - Advance EIC			10 - Dependent Care
11 - Nonqualified Plans

Boxes 12 thru 14:
Box 12 - Letter Code (if any)		Amount



Box 13 - Check any boxes that are checked on your W-2
Retirement Plan
Statutory Employee
Third-Party Sick Pay
Box 14 - Description (if any)		Amount




State and Local Taxes:
Box 15 - State	Employer's State ID No.		Box 16 - State Wages		Box 17 - State Income Tax



Box 18 - Local Wages		Box 19 - Local Income Tax		Box 20 - Locality Name



Add Another W-2			Go to Schedule A Information
Go to Payment Information			Go back to Client Information

W-2 Worksheet 4

Employer Information:
a - Control no. (if any)
b - Employer ID no.
c - Employer's:
Name
Name (Continue)
Street
City
State
ZIP Code

Boxes 1 thru 11:
1 - Wages			2 - Federal Tax W/H
3 - Soc. Sec. Wages			4 - Soc. Sec. Tax W/H
5 - Medicare Wages			6 - Medicare Tax W/H
7 - Soc. Sec. Tips			8 - Allocated Tips
9 - Advance EIC			10 - Dependent Care
11 - Nonqualified Plans

Boxes 12 thru 14:
Box 12 - Letter Code (if any)		Amount



Box 13 - Check any boxes that are checked on your W-2
Retirement Plan
Statutory Employee
Third-Party Sick Pay
Box 14 - Description (if any)		Amount




State and Local Taxes:
Box 15 - State	Employer's State ID No.		Box 16 - State Wages		Box 17 - State Income Tax



Box 18 - Local Wages		Box 19 - Local Income Tax		Box 20 - Locality Name



Go to Schedule A Information			Go to Payment Information
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State & local Taxes in Addition to Withholdings

Real Estate Taxes

Personal Property Taxes

Other Taxes

Mortgage Interests Reported on 1098

Mortgage Interests Not Reported on 1098

Contributions by Check or Cash		Total Charitable Mileage		Contributions other than Cash or Check

2106 Information
Job Travel		Union and Professional Dues	Job Education
Occupation		Performing Artist
Spouse Business Expense		Handicapped Employee	Dept Trans Employee
Parking Fees, Tolls, ect
Travel Expenses Away:
Lodging
Car Rental
Other (not Entertainment)
Meals and Entertainment
Reimbursements from Employer
Vehicle Mileage:
Date Placed in Service		Total Miles Driven	Business Miles
Other Miles Driven
Actual Vehicle Expenses:	Vehicle 1	Vehicle 2

Other Unreimbursed Expenses	Amount




Tax Return Preparation Fees
Other Expenses
Investment Expense
Safe Deposit Box
Other Limited Expenses	Amount




Gambling Losses to the Extent of Winnings
Other Miscellaneous Deductions	Amount





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↕ ↕ ↕

Routing/Transit Check Checking Account
(A 9-digit No.) Number

Bank Name		City
State
Routing/Transit Number:
Checking Savings Other
Account Number:

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Add any Additional Information or Suggestions

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