Publication 1436 (Rev. 10-2012) - Internal Revenue Service

More documents

Recommendations

Info

SCHEDULE B (Form 1040A or 1040) Department of the Treasury Internal Revenue Service (99) Interest and Ordinary Dividends ▶ Attach to Form 1040A or 1040. ▶ Information about Schedule B (Form 1040A or 1040) and its instructions is at www.irs.gov/form1040. DRAFT AS OF July 11, 2012 DO NOT FILE the total interest OMB No. 1545-0074 2012 Attachment Sequence No. 08 Name(s) shown on return Your social security number Rachel Peony 400-00-1031 Part I 1 List name of payer. If any interest is from a seller-financed mortgage and the Amount Interest buyer used the property as a personal residence, see instructions on back and list this interest first. Also, show that buyer’s social security number and address ▶ Bank of Arcadia 1544 (See instructions on back and the instructions for Form 1040A, or Form 1040, line 8a.) Note. If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter 2 3 Add the amounts on line 1 . . . . . . . . . . . . . . . . . . Excludable interest on series EE and I U.S. savings bonds issued after 1989. 2 shown on that Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . 3 form. 4 Subtract line 3 from line 2. Enter the result here and on Form 1040A, or Form 1040, line 8a . . . . . . . . . . . . . . . . . . . . . . ▶ 4 Note. If line 4 is over $1,500, you must complete Part III. Amount 5 List name of payer ▶ Part II Ordinary Dividends (See instructions on back and the instructions for Form 1040A, or Form 1040, line 9a.) Note. If you received a Form 1099-DIV or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the ordinary dividends shown on that form. Part III Foreign Accounts and Trusts (See instructions on back.) 6 Add the amounts on line 5. Enter the total here and on Form 1040A, or Form 1040, line 9a . . . . . . . . . . . . . . . . . . . . . . ▶ 6 Note. If line 6 is over $1,500, you must complete Part III. You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust. 7a At any time during 2012, did you have a financial interest in or signature authority over a financial account (such as a bank account, securities account, or brokerage account) located in a foreign country? See instructions . . . . . . . . . . . . . . . . . . . . . . . . If “Yes,” are you required to file Form TD F 90-22.1 to report that financial interest or signature authority? See Form TD F 90-22.1 and its instructions for filing requirements and exceptions to those requirements . . . . . . . . . . . . . . . . . . . . . . . . . . b If you are required to file Form TD F 90-22.1, enter the name of the foreign country where the financial account is located ▶ 8 During 2012, did you receive a distribution from, or were you the grantor of, or transferor to, a foreign trust? If “Yes,” you may have to file Form 3520. See instructions on back . 116 . . . . . 1 5 Yes No For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 17146N Schedule B (Form 1040A or 1040) 2012 ✔
ATS/PATS Test Scenario 9 Taxpayer: Sara Phlox SSN: 400-00-1039 Test Scenario 9 includes the following forms: • Form 1040A • Form W-2 • Form 2441 • �Schedule EIC • Schedule 8812 • Form 8863 • Form 8880 Additional Instructions: Primary Date of Birth October 31, 1978 1st dependent Date of Birth December 25, 2006 2nd dependent Date of Birth October 15, 2008 Form 2441 - Three child care providers: Future Stars 69-0000041 $1,000 606 Sassafras St Tiptop, VA 24630 Our Home 69-0000042 $1,000 707 Sassafras St Tiptop, VA 24630 Growing Tree 69-0000043 $2,000 808 Sassafras St Tiptop, VA 24630 117
Page 1 and 2:
Procedures Test Package for the for
Page 3 and 4:
INTRODUCTION…………………
Page 5 and 6:
INTRODUCTION This Publication will
Page 7 and 8:
Test Process Are there Differences
Page 9 and 10:
WHO MUST TEST? The Submission Proce
Page 11 and 12:
SOFTWARE DEVELOPER ACCEPTANCE PROCE
Page 13 and 14:
The IRS will only accept these SSNs
Page 15 and 16:
Form 1040 Department of the Treasur
Page 17 and 18:
Employer identification number (EIN
Page 19 and 20:
SCHEDULE B (Form 1040A or 1040) Dep
Page 21 and 22:
Form Department of the Treasury—I
Page 23 and 24:
Page 25 and 26:
Form 2441 (2012) Part III Dependent
Page 27 and 28:
SCHEDULE 8812 (Form 1040A or 1040)
Page 29 and 30:
Page 31 and 32:
Version A, Cycle 3 Form 8880 Depart
Page 33 and 34:
Page 35 and 36:
Enclose, but do not attach, any pay
Page 37 and 38:
Tax Year 2012 Assurance Testing Sys
Page 39 and 40:
Forms and schedules that may be fil
Page 41 and 42:
WHAT IS TESTED? The test package fo
Page 43 and 44:
PRACTIONER PIN Taxpayers using an E
Page 45 and 46:
SOCIAL SECURITY RANGE FOR STATE RET
Page 47 and 48:
Page 49 and 50:
Page 51 and 52:
Page 53 and 54:
Form 2555 (2012) Page 3 Part V All
Page 55 and 56:
Page 57 and 58:
Version A, Cycle 5 Form 1040 For (2
Page 59 and 60:
Form 8938 (November 2012) Departmen
Page 61 and 62:
ATS Test Scenario 3 Taxpayer: Sam a
Page 63 and 64:
Page 65 and 66:
Version A, Cycle 5 Form 1040 For (2
Page 67 and 68:
SCHEDULE C (Form 1040) Profit or Lo
Page 69 and 70: SCHEDULE EIC (Form 1040A or 1040) D
Page 71 and 72: Form 8862 (Rev. December 2012) Depa
Page 73 and 74: Form 8867 Department of the Treasur
Page 75 and 76: Version A, Cycle 1 Form 8867 (2012)
Page 81 and 82: CORRECTED (if checked) PAYER’S na
Page 83 and 84: Version A, Cycle 2 Schedule E (Form
Page 85 and 86: SCHEDULE J (Form 1040) Department o
Page 87 and 88: DRAFT AS OF 9 Chemicals. . . . . .
Page 89 and 90: ATS Test Scenario 05 Taxpayer: Zeus
Page 91 and 92: Version A, Cycle 5 Form 1040 For (2
Page 95 and 96: Version A, Cycle 2 SCHEDULE A (Form
Page 97 and 98: Part III Complete this DRAFT part t
Page 99 and 100: Form 6198 At-Risk Limitations OMB N
Page 101 and 102: DRAFT AS OF 5 Meals and entertainme
Page 105 and 106: Employer identification number (EIN
Page 113 and 114: Version A, Cycle 2 SCHEDULE A (Form
Page 115 and 116: ATS/PATS Test Scenario 8 Taxpayer:
Page 117 and 118: Version A, Cycle 5 Form 1040 For (2
Page 119: Version A, Cycle 2 SCHEDULE A (Form
Page 123 and 124: Version A, Cycle 5 Form 1040A (2012
Page 125 and 126: Form 2441 Child and Dependent Care
Page 127 and 128: SCHEDULE EIC (Form 1040A or 1040) D
Page 129 and 130: Version B, Cycle 6 Schedule 8812 (F
Page 131 and 132: Form 8863 (2012) Page 2 Name(s) sho
Page 133 and 134: ATS/PATS Test Scenario 10 Taxpayer:
Page 137 and 138: ATS Test Scenario 11 Taxpayer: Edga
Page 139 and 140: Section A—Farm Income—Cash Meth
Page 141 and 142: DRAFT AS OF b Multiply line 5a by 9
Page 143 and 144: ATS Test Scenario 12 Taxpayer: Susa
Page 145 and 146: ATS Test Scenario 13 Taxpayer: Apri
Page 147 and 148: Form 9465 ATS Test Scenario 14 Taxp
Page 149 and 150: ATS Test Scenario 15 Taxpayer: Lind
Page 151 and 152: Test Scenario 16 Taxpayer: Joann Bi
Page 153: Form 56 (Rev. 12-2011) Page 2 Part
show all

Publication 1436 (Rev. 10-2012) - Internal Revenue Service

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?