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SueC

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    WI
  1. Part IV is the second page of the WI Schedule U. The instructions for that section start at the bottom of page 4 of the official instructions for the Schedule U. Don't know about ATX.
  2. There is a worksheet on page 5 of the instructions to Form 8615 that calculates the tax based on the parents income. It isn't part of the form itself any more, which is good when you supply a copy of the child's return to them and don't want them to see the parents income.
  3. SueC

    1099 printing

    Thank you LouD. That is the answer I needed. I'm not sure I would have found those check boxes because I don't normally have to use that tab. And printing to PDF instead of printing the page directly doesn't help my situation. As long as there are 2 recipients on the same page and I only want to print one to submit to my state authorities, using a PDF instead of printing directly gives the same result.
  4. SueC

    1099 printing

    Unfortunately selecting a page doesn't work. If I have 2 Forms 1099 in the file but only one needs to be filed with my state tax authority, I can't pick only that one. And they want a full page with the second one blank, so I can't cut off the other one. I have had to delete the records for the ones I don't want to file with the state, then close out without saving. It was much nicer when we could pick which records we wanted to print.
  5. You can get the 1099-G for Wisconsin online at http://www.dor.state.wi.us/eserv/Form1099G/index.html, but the payer EIN is 39-6006491.
  6. Lion - In Prosystemfx, use input Form D-8. As a description enter something like "Broker xyz account" in box 40, put the total losses in box 41, the total gains in box 42, and the program will enter them on Form 6781, Part I and calculate the 60/40 split. These are index options, which are treated as Section 1256 contracts, as opposed to writing a put or call on a specific stock. Those are the ones that get listed on Schedule D individually. I have never attached anything to mine and have not had questions, but now I suppose I should look at what should be attached.
  7. Just so you are aware, Wisconsin has recently passed legislation conforming to the federal treatment of Roth rollovers.
  8. Once you answer Yes to Question A, it tells you to skip Question B and C and go to line 1. Line 1 through 8 will calculate SS, Medicare and w/h. Then when you get to line 26, You haven't checked Yes on Line C (on page 1), so you bring the net taxes forward from Line 8 instead of putting -0- on that line.
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