Practice Return 4 SCENARIO INFORMATION. Drake Tax In this scenario, you will practice entering the following:
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1 Practice Return 4 Drake Tax 2017 In this scenario, you will practice entering the following: Form W-2 Income Interest and Dividend Income Moving Expenses American Opportunity Tax Credit and Due Diligence Instructions This practice return will help you become familiar with return preparation in Drake Tax. Use the scenario information and the attached source documents to complete the return. After the return is complete, compare your results with the solutions provided online. Go to Support.DrakeSoftware.com for solutions and more practice returns. After logging in access Training Tools > Practice Returns. To agree with provided solutions: Suppress Forms 1040A and 1040EZ Suppress state returns by entering 0 in the Resident state field on Screen 1 Install all program updates Correct all EF diagnostic messages Attached Source Documents Form W-2 (3) Form 1099-INT Form 1099-DIV Form 1098-T SCENARIO INFORMATION Straw and Blue Berry have been married for two years and live in Towson, MD. Straw works full-time and changed jobs during Blue works part-time as an event planner and is also a full-time student. They do not have any children. Neither Straw nor Blue is a non-resident alien or could be the qualifying child of another person. They plan to file as Married Filing Jointly for 2017 and have no interest in or authority over any foreign accounts. Both Straw and Blue provided their MD driver s license. Straw s license number is and was issued 01/01/2017 and expires 01/01/2020. Blue s license number is and was issued on 01/01/2017 and expires on 01/01/2020. TAXPAYER INFORMATION NAME Straw Berry SSN DATE OF BIRTH SBerry@1040.com OCCUPATION: VP of Operations SPOUSE INFORMATION NAME Blue Berry SSN DATE OF BIRTH BBerry@1040.com OCCUPATION: Event Planner Drake Tax 2017 Practice Return Drake Software
2 Address: 1234 Fruit Loop, Towson MD Phone: DEPENDENT INFORMATION The Berrys do not have any dependents. INCOME In 2016, Straw Berry was employed as the Director of Sales at Jam Manufacturer, however he resigned from that position in September. He accepted a new position as Vice-President of Operations at Produce Technologies. He received Form W-2 from both employers. Blue Berry worked part-time as an event coordinator and received Form W-2 reporting her wages during The Berry s also received income from interest and dividends and received statements reporting the income in January HEALTH COVERAGE INFORMATION Both Straw and Blue Berry were covered by Straw s employer plan for every month of the year. The Berry s did not provide any copies of Form 1095-B or Form 1095-C to their tax preparer. OTHER INFORMATION When Straw Berry took the new job, the family incurred some job related moving expenses. Straw s new employer did not reimburse any of the expenses. At the old job, Straw s commute to work from his old house was only 5 miles. The new job he took was 150 miles away from his old residence. He spent $5,400 transporting all the couple s belonging and personal items to the new residence. The couple also spent $800 on travel and lodging during the move. In 2017, Blue Berry was a full-time student at the University of Coconut completing her second year toward a bachelor s degree. The total amount of required expenses to be paid to the university was $6,700 no other amounts were paid. The University sent her Form 1098-T in January She has never claimed the Hope Scholarship or American Opportunity Credit. She has never been convicted of a felony of any kind. Blue Berry has never received any tax-free education assistance. In 2016, she did not receive Form 1098-T from the University for 2016 with box 2 filled and box 7 checked. Drake Tax 2017 Practice Return Drake Software
3 DUE DILIGENCE INFORMATION For the purposes of this practice return, assume the following: the return was completed based on information provided to you by the taxpayer you interviewed the taxpayer, asked questions, and documented the taxpayer s responses you reviewed adequate information to determine the taxpayer is eligible to claim any credits present on the return all information provided appears to be correct, complete, and consistent reasonable inquiries were made to determine correct and complete information all inquiries were documented all record retention requirements are met the taxpayer provided documentation to substantiate eligibility for and the amount of the credits present any credits present on the return have never been disallowed or reduced in a previous year Drake Tax 2017 Practice Return Drake Software
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