AARP Tax-Aide MA District 20 Training Workbook Answer Key 2017 TaxSlayer
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1 US ANSWER KEYS SMATHERS JOHNSON KARR BROWN BERINGER Part 1 Part 2 Part 1 Part 2 Part 3 Line 7 Wages Line 8a Taxable Interest Line 8b Tax Exempt Interest Line 9a Ordinary Dividends Line 9b Qualified Dividends Line 10 State Tax Refund Line 11 Alimony Received Line 12 Schedule C Sch C: Expenses Line 13 Capital Gains Line 15a IRA Distributions Line 15b Taxable IRA Distributions Line 16a Pensions & Annuities Line 16b Taxable Pensions & Annuities Line 19 Unemployment 2400 Line 20a Social Security Benefits Rcvd Line 20b Taxable Social Security Benefits Line 21 Other Income Total Income Educator Expenses Line 27 Ded Part of SE Tax Penalty for Early w/d of Savings Alimony Paid IRA Contribution Line 33 Student Loan Interest 396 Tuition and Fees Total Adjustments LIne 37 Adjusted Gross Income (AGI) Line 38 AGI Line 40 Standard Deduction Line 40 Sch A: Itemized Deduction 8412 Medical 3076 Taxes Paid 4715 Interest Paid Gifts to Charity 570 Job Expenses, etc. Other Misc Deductions 51 Line 42 Exemptions Line 43 Taxable Income Line 44 Tax Line 46 Excess Advanced PTC Repayment Line 47 Sum of Lines Line 48 Foreign Tax Credit Line 49 Child & Dependent Care Line 50 Education Credit Line 51 Retirement Savings Credit 120 Line 52 Child Tax Credit 1048 Line 53 Energy Credit Line 55 Total Credits 1168 Line 56 Difference between Lines 47 and Line 57 Self Employment Tax Line 58 Unreported SS/Medicare Tax Line 59 Additional tax on IRAs Line 60b Repayment 1st Time Home Buyer Line 61 Health Care Individual Responsibility Line 63 Total Tax Line 64 Federal Tax Withheld Line 65 Estimated Payments Line 66a EIC 1639 Line 67 Additional CTC 952 Line 68 American opportunity from 8863 Line 69 Net Premium Tax Credit Line 74 Total Payments Line 75 Overpaid Line 76 Refunded to you Line 78 Amount you owe 1
2 MA ANSWER KEYS SMATHERS JOHNSON KARR BROWN BERINGER Part 1 Part 2 Part 1 Part 2 Part 3 Line 2 f Total Exemptions Line 3 Wages Line 4 Pensions & Annuities Line 5a MA Bank Interest Line 5 Taxable MA Bank Interest Line 6 Business Income / Loss Line 7 Rent / Royalties Line 8 a Unemployment 2400 Line 8 b MA Lottery Line 9 Other Sch X, Line Line 10 Total 5.1% Income Line 11 a Soc.Sec. / Med / MA Ret Line 11 b Spouse Soc. Sec. / Med Lne 12 Chld under age 13, etc. Line 13 No. Depend x $ Line 14 Rental Deduction 3000 Line 15 Other Sch Y, Line Line 16 Total Deductions Line % Income after Deductions Line 18 Exemption Amount Line % Income aft Exempt Line 20 Int / Div Income Line 21 Total Taxable 5.1% Inc Tax on 5.1% Income % Income Line 24 Tax on long-term capital gains Line 28 Total Income Tax Line 29 Limited Income Credit Income tax paid to another state Other Credits (from CMS) Income Tax after Credits Use Tax Line 35 Health Care Penalty Income Tax after Credits, etc Line 37 MA Tax Withheld Line Overpayment applied to 2016 Line 39 MA Estimated Tax Line 40 Payments made with extension Line 41 Earned Income Crediit 377 Line 42 Senior Circuit Breaker Line 44 Total Payments Line 45 Overpayment Line 47 Refund Line 48 Tax Due 2
3 Line 7 Line 8a Line 8b Line 9a Line 9b Line 10 Line 11 Line 12 Line 13 Line 15a Line 15b Line 16a Line 16b Line 19 Line 20a Line 20b Line 21 Line 27 Line 33 LIne 37 US ANSWER KEYS Wages Taxable Interest Tax Exempt Interest Ordinary Dividends Qualified Dividends State Tax Refund Alimony Received Schedule C Sch C: Expenses Capital Gains IRA Distributions Taxable IRA Distributions Pensions & Annuities Taxable Pensions & Annuities Unemployment Social Security Benefits Rcvd Taxable Social Security Benefits Other Income Total Income Educator Expenses Ded Part of SE Tax Penalty for Early w/d of Savings Alimony Paid IRA Contribution Student Loan Interest Tuition and Fees Total Adjustments Adjusted Gross Income (AGI) FLEMING HUDSON STERLING MEADOWS CLARK Part 1 Part 2 Part 1 Part 2 Part 1 Part Line 38 AGI Line 40 Standard Deduction Line 40 Sch A: Itemized Deduction Medical Taxes Paid Interest Paid Gifts to Charity Job Expenses, etc. Other Misc Deductions Line 42 Exemptions Line 43 Taxable Income Line 44 Tax Line 46 Excess Advanced PTC Repayment Line 47 Sum of Lines Line 48 Foreign Tax Credit Line 49 Child & Dependent Care Line 50 Education Credit Line 51 Retirement Savings Credit Line 52 Child Tax Credit Line 53 Energy Credit Line 55 Total Credits Line 56 Difference between Lines 47 and 55 Line 57 Self Employment Tax Line 58 Unreported SS/Medicare Tax Line 59 Additional tax on IRAs Line 60b Repayment 1st Time Home Buyer Line 61 Health Care Individual Responsibility Line 63 Total Tax Line 64 Federal Tax Withheld Line 65 Estimated Payments Line 66a EIC Line 67 Additional CTC Line 68 American opportunity from 8863 Line 69 Net Premium Tax Credit Line 74 Total Payments Line 75 Overpaid Line 76 Refunded to you Line 78 Amount you owe
4 Line 2 f MA ANSWER KEYS Total Exemptions FLEMING HUDSON STERLING MEADOWS CLARK Part 1 Part 2 Part 1 Part 2 Part 1 Part Line 3 Wages Line 4 Pensions & Annuities Line 5a MA Bank Interest Line 5 Taxable MA Bank Interest Line 6 Business Income / Loss Line 7 Rent / Royalties Line 8 a Unemployment Line 8 b MA Lottery Line 9 Other Sch X, Line 5 Line 10 Total 5.1% Income Line 11 a Soc.Sec. / Med / MA Ret Line 11 b Spouse Soc. Sec. / Med Lne 12 Chld under age 13, etc. Line 13 No. Depend x $3600 Line 14 Rental Deduction Line 15 Other Sch Y, Line 18 Line 16 Total Deductions Line % Income after Deductions Line 18 Exemption Amount Line % Income aft Exempt Line 20 Int / Div Income Line 21 Total Taxable 5.1% Inc Line 24 Line 28 Line 29 Line 35 Tax on 5.1% Income 12% Income Tax on long-term capital gains Total Income Tax Limited Income Credit Income tax paid to another state Other Credits (from CMS) Income Tax after Credits Use Tax Health Care Penalty Income Tax after Credits, etc Line 37 MA Tax Withheld Line Overpayment applied to 2016 Line 39 MA Estimated Tax Line 40 Payments made with extension Line 41 Earned Income Crediit Line 42 Senior Circuit Breaker Line 44 Total Payments Line 45 Overpayment Line 47 Refund Line 48 Tax Due
5 Line 7 Line 8a Line 8b Line 9a Line 9b Line 10 Line 11 Line 12 Line 13 Line 15a Line 15b Line 16a Line 16b Line 19 Line 20a Line 20b Line 21 Line 27 Line 33 LIne 37 US ANSWER KEYS Wages Taxable Interest Tax Exempt Interest Ordinary Dividends Qualified Dividends State Tax Refund Alimony Received Schedule C Sch C: Expenses Capital Gains IRA Distributions Taxable IRA Distributions Pensions & Annuities Taxable Pensions & Annuities Unemployment Social Security Benefits Rcvd Taxable Social Security Benefits Other Income Total Income Educator Expenses Ded Part of SE Tax Penalty for Early w/d of Savings Alimony Paid IRA Contribution Student Loan Interest Tuition and Fees Total Adjustments Adjusted Gross Income (AGI) AUSTIN GRAHAM RIVERS Part 1 Part 2 Part 1 Part 2 Part 3 Part 1 Part 2 Part Line 38 AGI Line 40 Standard Deduction Line 40 Sch A: Itemized Deduction Medical Taxes Paid Interest Paid Gifts to Charity Job Expenses, etc. Other Misc Deductions Line 42 Exemptions Line 43 Taxable Income Line 44 Tax Line 46 Excess Advanced PTC Repayment Line 47 Sum of Lines Line 48 Foreign Tax Credit Line 49 Child & Dependent Care Line 50 Education Credit Line 51 Retirement Savings Credit Line 52 Child Tax Credit Line 53 Energy Credit Line 55 Total Credits Line 56 Difference between Lines 47 and 55 Line 57 Self Employment Tax Line 58 Unreported SS/Medicare Tax Line 59 Additional tax on IRAs Line 60b Repayment 1st Time Home Buyer Line 61 Health Care Individual Responsibility Line 63 Total Tax Line 64 Federal Tax Withheld Line 65 Estimated Payments Line 66a EIC Line 67 Additional CTC Line 68 American opportunity from 8863 Line 69 Net Premium Tax Credit Line 74 Total Payments Line 75 Overpaid Line 76 Refunded to you Line 78 Amount you owe
6 Line 2 f MA ANSWER KEYS Total Exemptions AUSTIN GRAHAM RIVERS Part 1 Part 2 Part 1 Part 2 Part 3 Part 1 Part 2 Part Line 3 Wages Line 4 Pensions & Annuities Line 5a MA Bank Interest Line 5 Taxable MA Bank Interest Line 6 Business Income / Loss Line 7 Rent / Royalties Line 8 a Unemployment Line 8 b MA Lottery Line 9 Other Sch X, Line 5 Line 10 Total 5.1% Income Line 11 a Soc.Sec. / Med / MA Ret Line 11 b Spouse Soc. Sec. / Med Lne 12 Chld under age 13, etc. Line 13 No. Depend x $3600 Line 14 Rental Deduction Line 15 Other Sch Y, Line 18 Line 16 Total Deductions Line % Income after Deductions Line 18 Exemption Amount Line % Income aft Exempt Line 20 Int / Div Income Line 21 Total Taxable 5.1% Inc Line 24 Line 28 Line 29 Line 35 Tax on 5.1% Income 12% Income Tax on long-term capital gains Total Income Tax Limited Income Credit Income tax paid to another state Other Credits (from CMS) Income Tax after Credits Use Tax Health Care Penalty Income Tax after Credits, etc Line 37 MA Tax Withheld Line Overpayment applied to 2016 Line 39 MA Estimated Tax Line 40 Payments made with extension Line 41 Earned Income Crediit Line 42 Senior Circuit Breaker Line 44 Total Payments Line 45 Overpayment Line 47 Refund Line 48 Tax Due
AARP Tax-Aide MA District 20 Training Workbook Answer Key 2016 TaxSlayer
US ANSWER KEYS SMATHERS JOHNSON KARR BROWN BERINGER Part 1 Part 2 Part 1 Part 2 Part 3 Line 7 Wages 4591 9800 2075 2075 2075 35229 Line 8a Taxable Interest 677 84 84 84 Line 8b Tax Exempt Interest Line
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