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Add 1040EZ Form autograph

alright I hi guys a mrs. Freeman Hudson again and for today's session what I'm going to be doing is showing you guys how to add forms and also link forms now our respective pages for adding and Link uniforms can be finding the publication 4012 if you want to know how to link a form you can always head to the blue tab and it says creating returns and so on page 85 and for adding form is going to be on page 91 so you guys can always follow through by looking at those pages while I'm going through this now on in most cases you will be needing to a dandling forms for most of your returns because I the forms that they give us here on the left most times won't be enough to cover all of our returns so if you want to add in a form where you going to be doing is on you're going to head to where it says add and you should notice that this dialog box pops up and it gives you that this huge list it is pretty tedious if you want to go through this list just to look for every form that you need so what I recommend doing is that you guys head to the search bar and you just type in the one that you need for today's a session artists use the w-2 and they also the interest income form so it's going to be w 2 and you should notice that once you type it in it will give you a list of four options you want to find one closely applies to your client most cases it will be the wage and tax statement however there will be situations where it would be different ones so again this is just showing us how to add them in you can just hit add right beside the w-2 should bring up this page right here wage and tax statement and if you let's take a look on the left over here where it says loaded form you should notice that you now have a w-2 form alright so that is how you pretty much add in any form that you will be needing again you had to add form right here under loaded forms and you just drop it in now if you have a situation where your client has interest income and you don't have the form on the left you can always head back to the ad dialog box search for you're going to type in SCH space be that stands for a Schedule B you want to make sure to always put a space between schedule and B because I if you don't you'll notice that nothing will pop up so it's SCH space be alright so now we're going to hit add the schedule B deals with a lot of different variety of incomes on this so you may notice I you see a number of red lines through an entire page why you why what we pretty much have to do we have to differentiate between what applies to us and what doesn't the bulk of this here will not be applied towards if your client only has interest income from a bank if that is the case what I want you guys to do is completely ignore the other section I do not that does not apply to you and we're going to head to other interest line B and we're going to click on this white page right here with the green arrow only has to pay close attention to it click online be right on the way it says are their interests right here we're going to click on this this box should pop up where it gives you an option to link an existent or a new form right now you may notice that there is no existing form because it's the first time we're opening up a schedule be so or what I want you guys to do is head over to new you will see the interest statement right here schedule b line 1b interest income and i want you guys to click on this and once you do this it should pop up here on the left you notice all of the line coming from the schedule B to the interesting and once you guys i've done this correctly then that means that you have linked interesting to the schedule B and here is where you're going to be entering in the interest income of your client so here you know you're going to see payer box one or three amount so you just differentiate him to take a look at their interest income you'll see the pair which is I if you are using the rules Hudson exercise like I am page twelve 4491 w hair pair would be people's federal bank her box one amount would be 21 22 since she does not have any federal tax withheld or any early penalties or anything like that so he would be completely irrelevant but again you will have where your client me how early penalty etc so you want to always double check to make sure that you get everything alright so as far as linking forms there will be a number of situations where you may need to link up for especially the scratchpad in case where your client may have expenses or whatever the case may be and you wanna you know link in these forms you just go to the line like you're looking for it could be you know a number of things you just want to always make sure it is also a case we could be on the 1040 page one your client may have some some sort of income that you're not familiar with again if you want to link you can head to the amount right here add in a scratch pad once you put in a scratch pad it will give you a long list that you can use you can type in all the different type of other incomes that your client may have that you're not familiar with or does not have another form that could go on you put in the type the amount and once you do this it should automatically generate on on your other income line alright i'm just going to use a example right here if you take a look at my other income see 921 you known Lee may not notice that she has an amount 8665 that is because it is a link in here from the scratchpad alright so again these are those examples of situations where you might need to do this all right thank you guys for watching and I hope you found this helpful