Familiarization
An introduction to preparing returns with TaxSlayer (for NEW preparers)
The contents of this page are currently in development - Things will change frequently.
[Note you may need to manually refresh (F5 / Ctrl-R) to get the latest version.]
Testers/Reviewers are encouraged to check out the materials here and report comments to Al@TaxPrep4Free.org.
Student Resources:
Date | What | Notes |
10-18-2019 | FAM-30 Intake Sheet | Discussion of the IRS mandated Intake/Interview & Quality Review Sheet (Form 13614-C) |
10-18-2019 | FAM-31 IRS Form 1040 | Discussion of the IRS Form 1040 - Structure and Flow |
10-16-2019 | FAM-61 General Information for all FAM Problems |
Important Instructions and Notes that apply to all Familiarization problems.
Please have this handy when working on any of the individual problems. |
Link to TaxSlayer Practice Lab
Be sure to Change Tax Year to 2018
NOTE: Please use the generic password “TRAINPROWEB” to gain access to the lab.
Class Problem:
Problem | Intake | Scenario | Printed Return | NJ Checklist | Notes |
FAM-00 Brown | 10-16-2019 | 10-28-2019 | 10-16-2019 | 10-16-2019 |
Student Problems:
Problem | Intake | Scenario | Printed Return | NJ Checklist | Notes |
FAM-01 Dickerson | 10-16-2019 | 10-16-2019 | 10-16-2019 | 10-16-2019 | |
FAM-02 Conway | 10-16-2019 | 10-16-2019 | 10-16-2019 | 10-16-2019 | |
FAM-03 Gallo | 10-16-2019 | 10-16-2019 | 10-16-2019 | 10-16-2019 | |
FAM-04 McCook | 10-16-2019 | 10-16-2019 | 10-16-2019 | 10-16-2019 | |
FAM-05 Rosemont | 10-16-2019 | 10-16-2019 | 10-16-2019 | 10-16-2019 |
Link to TaxSlayer Practice Lab
Change Log:
- 10-28-2019
- FAM-00 Brown - Scenario
- 10-18-2019
- FAM-30 Intake Sheet - Initial Version
- FAM-31 IRS Form 1040 - Initial Version
- 10-16-2019
- FAM-61 General Information - Initial Version
- FAM-00 Brown etc. - Initial Version