Client Worksheets

FORMS 1099 AND FORMS W-2 PREPARATION WORKSHEETS

1099 Summary Sheet -- For summarizing vendors that were paid in excess of $600 or more during the preceding calendar year

W-2 Summary Sheet -- For summarizing payments made to employees during the preceding calendar year

FOR USE IN PREPARING FORMS 1040 -- INDIVIDUAL INCOME TAX RETURNS

Business Worksheet -- For use in summarizing your Schedule C -- Small Business and Schedule E -- Rental Property income and expense as well as reminders of general personal income and expenses

Farm Worksheet -- For use in summarizing your Schedule F -- Farm income and expense as well as reminders of general personal income and expenses

​Personal Worksheet -- For use by individuals in preparing their 2020 personal returns that do not contain Schedule C, E, or F

IA Tuition & Textbook Credit -- Worksheet and instructions explaining items that may and may not qualify for the Iowa Tuition and Textbook Credit of up to $250/child (for IA residents only)

MN K-12 Education Credit & Subtraction -- Worksheet and instructions explaining items that may and may not qualify for the Minnesota K-12 Education Credit and Subtraction (for MN residents only)