Proficiency Part 1
Application of your Tax Law knowledge to the preparation of example returns
These problems are ldesigned to test your proficiency in preparing a complete return - including the New Jersey return.
You must use the TY2014 version of TaxWise/Training, NOT the TY2015 version.
Report issues to Al@TaxPrep4Free.org
| Problem | Intake Sheet | Scenario | Screen Shots | Printed Return | Notes |
| Fry | 12-05-2015 • v0.91 Upd | 01-06-2016 • v0.95 Upd | 01-06-2016 • v0.95 Upd | 01-08-2015 • v0.95 Upd | |
| Hale | 12-10-2015 • v0.93 Upd | 12-21-2015 • v0.98 Upd | 12-21-2015 • v0.98 Upd | 12-21-2015 • v0.98 Upd | |
| Lynch | 12-14-2015 • v0.91 Upd | 12-21-2015 • v0.96 Upd | 12-22-2015 • v0.96 Upd | 12-21-2015 • v0.96 Upd | |
| Ramos | 12-03-2015 • v0.91 Upd | 12-11-2015 • v0.96 Upd | 12-19-2015 • v0.97 Upd | 12-03-2015 • v0.93 Upd |
Mentors: click here.
Topic Matrix available: 12-07-2015 Upd
Change Log:
- 01-08 Upd
- Fry Printed Return v0.95 - Add BLQ to NJ 1040 line 37
- 01-06 Upd
- Fry Scenario v0.95 - Step 10 - Add $ amount to weight loss (Thanks Mike)
- Fry Screen Shots v0.95 - Add BLQ to NJ 1040 line 37
- 12-22 Upd
- Lynch Screen Shots v0.96 - Fix 1040 Pg 1 (Thanks Jim)
- 12-21 Upd
- Hale Scenario v0.98 - Clafication plus missing PAB (Thanks Bruce)
- Hale Screen Shots v0.98 - Changed
- Hale Printed Return v0.98 - Changed
- Lynch Scenario v0.96 - Clafication (Thanks Bruce)
- Lynch Printed Return v0.96 - Changed
- 12-19 Upd
- Ramos Screen Shots v0.97 - Add Sch A plus A Detail
- 12-19 Upd
- Lynch Scenario v0.95 - Minor edits
- 12-17 Upd
- Lynch Scenario v0.94 - Insert new Step 14 plus other minor edits (Thanks Bruce)
- 12-17 Upd
- Lynch Scenario v0.93 - Fix NJ 39 value for Step 7b plus other minor edits
- 12-14 Upd
- Lynch Scenario v0.92 - Fix some minor typos
- 12-14 Upd
- Hale Scenario v0.97 - Fix some more typos
- 12-14 Upd
- Hale Scenario v0.96 - Fix a few typos (Thanks Carol)
- 12-14 Upd
- Fry Screen Shots v0.94 - Initial Release
- Hale Screen Shots v0.96 - Initial Release
- Lynch Screen Shots v0.91 - Initial Release
- Ramos Screen Shots v0.96 - Initial Release
- 12-14 Upd
- Lynch Intake Sheeet v0.91 - Initial Release
- Lynch Scenario v0.91 - Initial Release
- 12-12 Upd
- Hale Scenario v0.95 - Fix a few typos
- 12-11 Upd
- Ramos Scenario v0.96 - Remove wrong name in Step 13a (Thanks Barry)
- 12-11 Upd
- Hale Scenario v0.94 - Fix subtotal in brokerage stmt (Thanks Nancy)
- 12-10 Upd
- Hale Intake Sheet v0.93 - Change refund approach
- Hale Scenario v0.93 - Various small edits
- 12-08 Upd
- Hale Scenario v0.92 - Various small edits plus changes to Refund Monitor #s
- Hale Printed Return v0.92 - Changed
- 12-07 Upd
- Fry Scenario v0.94 - Various small edits
- 12-07 Upd
- Hale Intake Sheeet v0.91 - Initial Release
- Hale Scenario v0.91 - Initial Release
- Hale Printed Return v0.91 - Initial Release
- 12-06 Upd
- Fry Scenario v0.93 - Fix some little things
- Fry Printed Return v0.93 - Initial Release
- 12-06 Upd
- Fry Scenario v0.92 - Adjustments to Sch A items
- 12-05 Upd
- Ramos Scenario v0.95 - Add Step 9b for Sch EIC
- 12-05 Upd
- Fry Intake Sheet v0.91 - Intial Release
- Fry Scenario v0.91 - Intial Release
- 12-04 Upd
- Ramos Scenario v0.94 - Various fixes to text / No changes to Refund Monitor numbers
- 12-03 Upd
- Ramos Scenario v0.93 - Fixed SSNs
- Ramos Printed Return v0.93 - Changed
- 12-03 Upd
- Ramos Scenario v0.92 - Add step for NJ after-tax medical on line 30
- Ramos Printed Return v0.92 - Changed
- 12-03 Upd
- Ramos Intake Sheet v0.91 - Initial Release
- Ramos Scenario v0.91 - Initial Release
- Ramos Printed Return v0.91 - Initial Release