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Page i
PC-TAX90
Version 90.10 December 31, 1990
Program Manual and Operations Guide
Copyright 1983,1984,1985,1986,1987,1988,1989,1990 by
James T. Demberger
9862 Lake Seminole Drive West
Seminole, FL 34643
Jim Demberger CompuServe 74425,1642 813-397-2930
Bill Quinn Genie W.QUINN2 813-392-6169
┌───────┐
┌─────┴─┐ │ (tm)
───│ │ o │ ───────────────
│ ┌───┴─╨─┐ │ Association of
│ │ ├─┘ Shareware
└───┤ o │ Professionals
───────│ ║ │──────────────────
└───╨───┘ MEMBER
This program is produced by a member of the Association of Shareware
Professionals (ASP). ASP wants to make sure that the shareware prin-
ciple works for you. If you are unable to resolve a shareware-related
problem with an ASP member by contacting the member directly, ASP may
be able to help. The ASP Ombudsman can help you resolve a dispute or
problem with an ASP member, but does not provide technical support for
members' products. Please write to the ASP Ombudsman at P.O. Box 5786,
Bellevue, WA 98006 or send a CompuServe message via CompuServe Mail to
ASP Ombudsman 70007,3536
This is a user supported program. If you use PC-TAX90 and find it of
value, please register your copy of PC-TAX90. You are encouraged to
copy and to share the Shareware version of this program with other
users so long as the program is not distributed in modified form, and
so long as this notice is not bypassed or removed. Please read
"Appendix C:Shareware" on page C-1 for more information regarding
Shareware.
DISCLAIMER
The author of this document and the associated programs is not liable
or responsible for any consequences which may result from the use of
the program or documentation. The program is an aid in the
preparation of some IRS forms and schedules, and is nothing more.
Nothing in this document or in the program is to be construed as
advice or recommendations regarding the data that might be printed on
any of the forms or schedules produced by the program. Should there
be any question regarding the tax liability indicated on any of the
forms or schedules produced by the program, advice should be obtained
from a competent legal or professional source.
Page ii
CONTENTS
Disclaimer ....................................................... i
Contents ........................................................ ii
Changes From PC-TAX89 .......................................... iii
Overview ......................................................... 1
Hardware ......................................................... 1
Starting PC-TAX90 ................................................ 1
PC-TAX90 Operation ............................................... 1
Input Subroutine ................................................. 2
Installation Floppy Diskettes .................................... 3
Installation Fixed Disk .......................................... 4
Install Batch File ............................................... 4
Using a RAM Drive (VDISK) ........................................ 4
DOS Command Line Parameters ...................................... 5
PC-TAX90 Transfer File ........................................... 5
Initial Run Instructions ......................................... 6
Menus ............................................................ 6
Transfer File Loading ............................................ 7
Printing Master List Forms/Schedules ............................ 8
Routine Run Instructions ........................................ 9
Saving "in use" Files ........................................... 10
Print DOC File option ........................................... 11
Tax Amount LookUp ............................................... 11
DOS Shell ....................................................... 12
Miscellaneous ................................................... 12
Limit Checking .................................................. 12
Inputting Dollar Amounts ........................................ 13
Miscellaneous Forms Information ................................. 13
Miscellaneous Program Information & Q's & A's.................... 13
Copying MTX Files ............................................... 14
Process Functions ............................................... 14
Line Specific Instructions ...................................... 16
Form 1040 ....................................................... 16
Form 1040A and Form 1040EZ ...................................... 16
Schedule A ...................................................... 17
Schedule B ...................................................... 17
Schedule C ...................................................... 17
Schedule D ...................................................... 18
Schedule E ...................................................... 18
Schedule F ...................................................... 18
Schedule R ...................................................... 18
Schedule SE ..................................................... 18
Form 2106 ....................................................... 18
Form 2441 ....................................................... 19
Form 3903 ....................................................... 19
Form 4562 ....................................................... 19
Form 6251 ....................................................... 19
Form 8615 ....................................................... 19
Work Sheet Taxable Social Security .............................. 19
Page iii
Approval Form ................................................... 20
Registration Form ............................................... 20
Tax Planning What If ? ........................................ 20
Forms and Schedules for IRS Tax Returns ......................... 20
Approved IRS Forms and Schedules ................................ 21
Printing Hints .................................................. 22
Reporting Problems and Program Revisions ........................ 22
History ........................................................ 23
Phone Support ................................................... 23
Appendix A: PC-TAX90 Files ...................................... A-1
Appendix B: Transfer File Totals and Data ....................... B-1
Appendix C: Shareware ........................................... C-1
Appendix D: PC-TAX90 Revision History ........................... D-1
Modifications ................................................. D-1
Index ........................................................... I-1
LIST OF ILLUSTRATIONS
Figure 1. Forms and Schedule Menu .............................. 6
Figure 2. Process Menu ......................................... 6
Figure 3. Print Forms & Schedules .............................. 8
Figure 4. Print PC-TAX90.DOC File .............................. 11
Figure 5. Calculate Tax Due .................................... 11
Figure 6. DOS Shell ............................................ 12
Figure 7. Phone Support ........................................ 22
Figure 8. PC-TAX90 Files ...................................... A-1
Figure 9. Transfer Files Totals ............................... B-1
Figure 10. Totals Not Transferred .............................. B-2
Figure 11. Transfer File Name and Operational Options........... B-3
CHANGES FROM PC-TAX89
Users of PC-TAX89 should note the following changes that have been
made in PC-TAX90:
The Work Sheets for Unemployeement Compensation and for Pensions and
Annuities have been eliminated.
Option to print a Form 1040 on continuous pin-feed printed Form 1040
has been eliminated.
The Paid Preparer Version of PC-TAX has been eliminated.
Page 1
OVERVIEW
The PC-TAX90 program will process and print a work copy of Form 1040,
Form 1040A and Form 1040EZ and Schedules A, B, C, D, E, F, R, and SE
and Forms 2106, 2441, 3903, 4562, 6251 and 8615 which may be used as
attachments to the Form 1040. The program will perform all the calc-
ulations for the various forms and schedules and transfer totals from
form to form as required. Tax due is computed based on a table that
is a part of the PC-TAX90 system. Direct access is provided to all
lines on the forms or schedules for entry, change or deletion.
HARDWARE
The PC-TAX90 program will run on all IBM personal computers and on
most compatibles with at least a 384K bytes of transient program
memory. One diskette drive, either a monochrome or color display,
and an 80 column printer are required.
STARTING PC-TAX90
PC-TAX90 is run from the DOS Ready prompt by keying PC-TAX90 and
pressing the Enter key. Program operation is controlled by two
menus; a Forms and Schedules menu for selection a form or schedule
(or system function) and a Process Menu for selection of the opera-
tion to be performed (load, save, print). Most selections can be
made by pressing the Enter key for the default option or by entry
of a single character.
PC-TAX90 OPERATION
Since a Transfer File with names and totals must be "in use" (in
memory) before processing forms or schedules, the program will first
select this file automatically from the Forms and Schedules Menu, and
will then select the Load (read) function from the Process Menu. After
the Transfer File is read into memory an option from the Process Menu
will permit a return to the Forms and Schedules Menu for the selection
of the forms and schedules to be processed. After this selection the
necessary files are read into memory under the control of the Process
menu.
Other functions that may be selected from the Process Menu are Change
to enter or change data or amounts, Display for display or Print for
printing of forms and schedules, and Save for writing changed files
back to disk. All required calculations (or recalculations) are done
prior to the display or printing of a form or schedule. In addition,
the Process Menu has options to return to the Forms and Schedules menu
and to end the program.
Once the Transfer File has been read into memory the usual sequence of
operation is as follows:
1. Select a form or schedule to be processed.
2. Load the file for selected form or schedule into memory.
3. Change or enter data and/or amounts.
4. Print or display the form or schedule.
5. Save the file for selected form or schedule back to disk(ette).
6. Select the option to return to 1.
Page 2
A line index number is assigned to each line on each of the IRS forms
and schedules for use by PC-TAX90. The line index numbers have no
direct relationship to the actual IRS line numbers shown on forms and
schedules. More than one line index number may be used for a single
IRS line since some of the lines on forms and schedules require the
entry of more than one data field. Throughout these instructions line
index numbers will be shown with square brackets; for example [14].
Line numbers with no brackets refer to IRS line numbers.
Change codes are printed to the right of the line index numbers.
These codes and their meanings are:
Code Meaning
---- -------
B Both the description and amount fields may be entered or changed.
A Only the amount field may be entered or changed.
D Only the description field may be entered or changed.
N No changes are permitted.
The change code is displayed as a part of the prompt to change or
enter a line indicating what changes are allowed. The line that
follows line 20 [36] of Schedule A is an example of a line with the B
code. PC-TAX90 will display prompts to change both the description
and the amount fields for line [32]. Schedule A line 1a [2] has an A
code and the only prompt for entry or change will be for the amount
field. The name and address of the person that corresponds to the
amount entry on line 9b [12] is entered on lines [13-14]. Because
line [13] has a D code there will be a prompt for changing only the
description field. The N code is used for lines where the amount
field is computed by the program or for title and descriptive lines.
Line index numbers and change codes are shown on work copies of the
forms and schedules printed by the PC-TAX90 program. Since these line
index numbers and change codes have no meaning to the IRS they are
omitted when printing the copies of the forms and schedules that you
send to the IRS.
Input Subroutine
PC-TAX90 uses an input subroutine that interchanges the foreground and
background colors when a prompt for keyboard input is displayed. In
most cases, an option character or field is displayed for the default
value of prompts. Press the Enter key if the default value represents
the action to be taken or the line or amount field does not have to be
changed.
To change the value of the displayed prompt, key in the desired
characters or digits at the cursor position. Entries for dollar
amounts and numbers accept only the digits 0 through 9, comma and
minus sign. The input routine supplies the - (dash) in Social
Security numbers and a / (slash) in date fields. Prompts and text
lines displayed or entered for all forms and schedules may be changed
or edited by use of the following keys:
Page 3
Control Keys for Edit or Input of Displayed Prompts
Cursor Right Move cursor to the right
Cursor Left Move cursor to the left
Insert Toggle insert mode on/off except for edited fields
Edited fields - Insert not permitted
Delete Remove character at cursor position
Backspace Remove character to left of cursor
Edited fields - Backspace not permitted, use Cursor Left
Home Move cursor to left end of field
Home & Ctrl Move cursor to left end of field, restore original
prompt
End Move cursor to right of last character of field
Enter Enter all characters of field
Enter & Ctrl Enter characters to left of cursor and at cursor and
blank characters to right of cursor
Escape Restore original prompt then return to the function
in use or to the last menu in use.
The Escape key can be used at any time when input is expected. If you
should press the wrong key and get into a function where you don't
want to be, just press the Escape key to return to the Process Menu.
Prompts for entry of most amount fields are displayed as if they are
dollar amount fields. You may enter dollar amounts with or without
comma punctuation for thousands of dollars. Neither the decimal point
or zeros to the right of the decimal point need be entered for whole
dollar amounts.
The minus sign for negative amounts may be entered before or after the
digits and the decimal point. The dollar and cents option will display
amounts with a decimal point and two digits to the right of the decimal
point followed by a - for negative amounts. The whole dollar option
will display amounts with a decimal point followed by a - for negative
amounts.
The input routine used in PC-TAX90 may, in some cases, change characters
entered in lower case to a display of upper case characters.
Installation of Floppy Diskettes
Use of the INSTALL batch file is recommended if you plan to run PC-
TAX90 from diskettes. The INSTALL batch file on the distribution
diskette will automate the copying of the PC-TAX90 files from the
distribution diskette to two diskettes. You will need two blank
formatted diskettes, one labeled PC-TAX90 and one labeled PCTAXDOC.
Place the distribution diskette in A drive and enter A: if the DOS
prompt is other than for the A drive. Key INSTALL A: B: and press
the Enter key.
Page 4
Installation Fixed Disk
Use of the INSTALL batch file is recommended if you plan to run PC-
TAX90 from a fixed disk. The batch file will make a work sub-
directory named \PCTAX and copy all files to this sub-directory.
Install Batch File
The following information is furnished in case you do not want to use
the INSTALL batch file. The standard PC-TAX90 distribution diskette
is formatted as a double sided diskette with 9 sectors per track
(360kb). The files are NOT in compressed format and only need to be
copied to the work diskettes or to a hard drive. See Appendix A-1 for
the DOS COPY commands that can be used to copy files to the work
diskettes or hard drive.
If you want to use the Install batch file, you will need two 360kb
diskettes formatted as a data diskette WITHOUT the DOS system. Place
the distribution disk in drive A and a blank formatted disk in drive B.
From the DOS prompt, key A:INSTALL A: B: and press the Enter key.
Follow the instructions displayed by the batch to copy files to the
blank formatted diskette.
Fixed disk users, after making a working sub-directory and logging to
that sub-directory, should key A:INSTALL A: C: and press the Enter key.
All of the files will be copied to the sub-directory that you created
for the working PC-TAX90 sub-directory.
The section "Copying MTX Files" on page 14 gives further information
regarding copying and renaming the MTX*.* files when multiple returns
will be prepared.
Using a RAM Drive (VDISK)
PC-TAX90 does a lot of file reading (Load) and writing (Save). Use a
RAM drive when running PC-TAX90 if your system has enough spare memory
for a RAM drive with 120kb or more capacity. The RAMTAX90.BAT file on
the distribution diskette will copy the necessary files from the work
diskette in any drive (or a fixed disk sub-directory) to a RAM drive
designated as B, C, D, E or F drive. When you take the End program
option, the batch file will copy the MTX*.* files back to the work
drive (or sub-directory) and erase the files from the RAM drive. Use
of the RAMTAX90 batch file will insure that any changed files are
copied back to the work diskette or sub-directory. With your work
diskette in the A drive, key A:RAMTAX90 to display the instructions
for use of the RAM drive batch file.
The RAM drive must have approximately 140kb available for each set of
MTX files; if you plan to load the MTX*.M90 files and save them with
other extensions, your RAM drive should be approximate 280kb. Add the
following line to your CONFIG.SYS file to create a RAM drive of 280kb:
DEVICE=VDISK.SYS 280 512 112
(Use VDISK.SYS for IBM DOS sytems, other name(s) as appropriate for
PC DOS or other DOS systems.
Page 5
DOS Command Line Parameters
Two DOS command line parameters may be used when loading PC-TAX90.
The two parameters are DRIVE=* and SCREEN=MONO. Replace the * after
the = sign with a drive letter, for example, DRIVE=C sets the default
drive for the PC-TAX90 system files to drive C. Any valid drive letter
will override the default drive letter read from the Transfer File.
Should no DRIVE=* parameter be entered on the command line the program
will attempt to read the MTXTRANS.M90 file from the system drive.
If the file is not found on the system drive, the program will next try
A, then B, then C, and so on up to the F drive. Should the program
fail to find a MTXTRANS file on any active drives, an error message
will be displayed.
The SCREEN=MONO parameter will override the program's test for a color
display. PC-TAX90 assumes that you will want to use a color display
if you have a color display and sets the screen colors to a white
foreground and a blue background. It will set the "colors" to a green
(amber) foreground and a black background if you have a monochrome
display. These assumptions may not work with systems using display
adapters that display "color" as "shades of gray (green)" or with
systems that use LCD displays. If you have such a system and have
problems with reading the screen, try using "SCREEN=MONO" on the
command line. If you want to change and save these and other
operational options please read the paragraph "Transfer File Entries"
and Figure 11, Transfer File Name and Operational Options, on page B-2.
PC-TAX90 Transfer File
PC-TAX90 maintains a file of data (MTXTRANS.***) that is used by all
forms and schedules. This file has the option for system operation,
display colors, dollar format, etc. and the names, Social Security
numbers, etc., which are used in the heading of each form and schedule,
as well as the totals that are transferred from one form or schedule
to other forms or schedules. See Figure 11, page B-2.
The entries in the Transfer File for system operation options and for
names, etc. should be made BEFORE processing forms or schedules. The
transfer totals are retrieved from, or are placed, in the "in use"
Transfer File as the calculations for the forms and schedules are done.
The calculations are performed when the Print or Display function is
selected from the Process Menu.
"Appendix B: Transfer File Totals and Data" on page B-1 lists all the
totals that are transferred through the Transfer File as well as the
totals that are NOT transferred through the Transfer File. "Appendix
B: Transfer File Totals and Data" on page B-2 also covers totals which
may require special treatment.
PC-TAX90 will automatically transfer the totals for up to three
Schedules C, E, and F as well as two totals for Schedule SE to a Form
1040. The names for each of these schedules must be entered on the
appropriate lines ([10] through [20]) of the Transfer File. See
"Copying MTX Files" on page 14 for additional information regarding
the use of more than one Schedule C, E, F or SE.
Page 6
INITIAL RUN INSTRUCTIONS
If you are running PC-TAX90 from diskettes ,place the work diskette in
drive A and from the DOS ready prompt, key A:PC-TAX90 and press the
Enter key. If you a running PC-TAX90 from a hard drive, change to the
sub-directory for the PC-TAX90 files before keying PC-TAX90. A success-
ful load of the program will be indicated by the display of the title
screens and the "Press any key to continue" prompt. Press any key for
each of the title screens to get to the display of the Process Menu.
MENUS
PC-TAX90 uses two menus to control the processing for all forms and
schedules. The first of these menus is used to select a form or
schedule or to select one of the auxiliary files or functions.
┌───────────────────────────────────────────────────────────────────┐
│ FORMS and SCHEDULE MENU │
│ │
│ Process Form **** Files in use MTX*****.*** MTX*****.*** DC │
│ │
│ Schedules Forms Functions │
│ │
│ A Schedule A 1 Form 1040 T Transfer File │
│ B Schedule B 2 Form 2106 X End Program │
│ C Schedule C 3 Form 2441 I IRS Approval │
│ D Schedule D 4 Form 3903 U Register User │
│ E Schedule E 5 Form 4562 P Auto Print │
│ F Schedule F 6 Form 6251 PD Print DOC │
│ R Schedule R 7 Form 8615 DS DOS Shell │
│ S Schedule SE TT Tax Table │
│ 9 WS Tax Soc Sec Y Form 1040A │
│ Z Form 1040EZ │
│ │
│ Press a letter/number key to select │
└───────────────────────────────────────────────────────────────────┘
Figure 1. Forms and Schedule Menu
The second menu controls the loading, saving, data entry (Change) and
processing (Display or Print) of the files for each form and schedule,
the Transfer File and the auxiliary forms.
┌───────────────────────────────────────────────────────────────────┐
│ PROCESS MENU │
│ │
│ Process Form **** Files in Use MTX*****.*** MTX*****.*** DC │
│ │
│ L Load │
│ C Change │
│ D Display │
│ P Print │
│ S Save │
│ M F and S Menu │
│ X End Program │
│ │
│ Press a letter key for function _ │
└───────────────────────────────────────────────────────────────────┘
Figure 2. Process Menu
Page 7
Transfer File Loading
On start up, the program will automatically (and invisably) select the
Transfer File from the Forms and Schedules Menu and then display the
Process Menu and automatically select the Load function. The Load
function displays the following prompts:
Enter drive A
Enter File Extension M90
Press the Enter key for both of these prompts (letter for default
drive will be displayed by the Enter drive prompt). The message
"Loading A:MTXTRANS.M90 file" will be displayed. After the file is
loaded, the Process Menu is displayed. Each time you run PC-TAX90 the
same sequence of operations will take place up to this point.
Subsequent operations may be selected based on what operation or
function you want to do.
The Transfer File is similar to files for forms and schedules in that
it can be read into memory and can be changed. Should you want to
change any options for display colors, etc., follow the Initial Run
Instruction to the point where the Transfer File has been read into
memory. Press the C key for the change function. Press the Enter key
when the prompt for Line Index Number 1 is displayed. Press the Enter
key to retain an option or press other keys to set new default
options. Any changes become effective either for the remainder of the
current run or until you make further changes. You must save the
Transfer File back to disk(ette) if you want the changed options to be
effective the next time you run PC-TAX90.
Choice of the default drive for PC-TAX90 files is not very important
since the letter for the default drive can be changed at any Enter
Drive prompt. The drive selected at an Enter Drive is "remembered" by
the program and in effect becomes the default drive.
The Use monochrome display option set to YES will preclude having to
set this option with a Command Line parameter. This option is
primarily for use with systems with display adapter boards that
simulate colors as shades of grey (green).
Color selection for a color display uses the numeric values for
colors. The default colors are 15, or high intensity white, for the
foreground and 1, or blue, for the background. Should you attempt to
set the foreground and background to the same color the program will
default to 15 and 1. The program defaults to 15 if you select a
number greater than 15 and to 1 if you select a background color
greater than 7.
Page 8
All Forms and Schedules punctuate dollar amounts either as whole dollar
amounts or as dollars and cents based on the line 5 Whole $ amounts,
no cents YES or NO option in the Transfer File. If you plan to prepare
some returns with whole dollars and other returns with dollars and cents,
you will have to use two (or more) Transfer Files. Do NOT enter dollar
amounts on Forms and Schedules with one format and then attempt to print
or displays them with the other format; errors in totals will result.
The format code for whole dollars (WD) and dollars and cents (DC) for
the "in use" Transfer File is displayed by the Process Menu.
The Display speed option permits a setting to slow down the rate that
lines are displayed. A setting of 10 sets the scroll rate at the
maximum speed that your system (and the program) can display lines.
After pressing the Enter Key for the Display rate option, press the
Escape key to return to the Change Line Number prompt. Enter a 0 or
press the space bar to clear the displayed line number then press the
Enter key to return to the Process Menu. For the present, press the M
key to return to the Forms and Schedules Menu and then press the Y key
in response to the following prompt:
Did you Save the Transfer File back to diskette ? y/N N
Printing Master List Forms/Schedules
The Auto Print option is used to print a master list of all forms and
schedules (work copies) with the line index numbers for all the forms
and schedules. When the Forms and Schedules Menu is displayed, ready
your printer with at least 40 sheets of 8 1/2 inch paper. Press
the P key for the Auto Print function and the following prompts will
be displayed:
┌───────────────────────────────────────────────────────────────────┐
│ Enter letter/number for Forms/Schedules ABCDEFRS23456791 │
│ │
│ Display or Printer D/p D │
│ │
│ Work or IRS format ? W/i W │
│ │
│ Enter drive A │
│ │
│ Enter File Extension M90 │
└───────────────────────────────────────────────────────────────────┘
Figure 3. Print Forms & Schedules
You may enter the letters and numbers for just the forms and schedules
you plan to use or you may print work copies for all of the forms and
schedules using the default sequence.
Page 9
DO NOT attempt to enter amounts or to make changes to the files for
forms and schedules until you have printed the master work copy list.
You will waste a lot of time looking at lines that can not be changed
if you don't use the line index numbers on the work copies for
reference. The number or letter used to select each form and
schedules is shown below.
# Form Title
1 Form 1040 U.S. Individual Income Tax Return
Y Form 1040A U.S. Individual Income Tax Return
Z Form 1040EZ U.S. Individual Income Tax Return
A Schedule A Itemized Deductions
B Schedule B Interest and Dividend Income
C Schedule C Profit (or Loss) from Business or Profession
D Schedule D Capital Gains and Losses & Reconcile. Forms 1099 B
E Schedule E Supplemental Income (Rentals, Partnerships, etc.)
F Schedule F Farm Income and Expenses
R Schedule R Credit for the Elderly or the Disabled
S Schedule SE Social Security Self Employment Tax
2 Form 2106 Employee Business Expenses
3 Form 2441 Credit for Child and Dependent Care Expenses
4 Form 3903 Moving Expenses
5 Form 4562 Depreciation and Amortization
6 Form 6251 Alternative Minimum Tax - Individuals
7 Form 8615 Computation of Tax for Children Under Age 14
9 WS line 21 Worksheet on Social Security Benefits
Press the P key for the Display or Printer prompt and press the
letter key for the drive that has the PC-TAX90 files. Press the Enter
key for the other prompts. Now you can sit back and watch as PC-
TAX90 loads the files for each form and schedule and prints the work
sheets. Some error messages will be displayed while the forms and
schedules are being printed when the program fails to find required
entries. For example, a filing status entry from Form 1040 must be in
the Transfer File when processing Schedule D. The Forms and Schedules
Menu will be displayed after the work sheets have all been printed.
ROUTINE RUN INSTRUCTIONS
Put your PC-TAX90 work diskette in drive A or B or change directory to
the sub-directory on drive C that has the files for PC-TAX90. Type
PC-TAX90 and press the Enter key to run the program. Respond to the
prompts displayed by the program through the point where the Transfer
File has been loaded into memory.
If the Transfer File is a new file in which the names, addresses, etc.
have not been entered, see "Appendix B: Transfer File Totals and Data"
on page B-1 for instruction regarding entering this data. Once the
names, etc., have been entered you will probably have no further need
to do anything to the Transfer File other than to load it into memory
at the start of a run and to save it back out to diskette at the end
of run.
Page 10
Press the M key to display the Forms and Schedules Menu; then press
the 1 key for Form 1040. The initial display of the Process Menu
after a form or schedule is selected will automatically select the
Load function. Enter the drive letter and file extension or press the
Enter key. After the file has been loaded press the C key and make
changes where applicable to line numbers 1 through 6d ([11] through
[27]). Enter your wages (or a reasonable estimate) in response to
line 7 [30]. After these entries have been made press the Escape key
to display the Process Menu.
Press the P key; then the Enter key. Your 1040 form will scroll up
the display. After the display of the 1040 has finished press the P
key, but this time take the printer option by changing the D default
to a P. After the form has been printed you can enter additional data
for the Form 1040 or you can save the file out to diskette. Then
return to the Schedules and Forms Menu and select some other form or
schedule.
Saving "in use" Files
╔═════════════════════════════════════════════════════════════════╗
║ ALWAYS SELECT THE S OPTION AND SAVE THE "in use" FILE BEFORE ║
║ SELECTING THE M OPTION IF YOU HAVE MADE ANY CHANGES OR ENTRIES. ║
╚═════════════════════════════════════════════════════════════════╝
The following prompts will be displayed when you select the Save
option if there is a file with the same extension on the selected
drive:
Do you want this file to REPLACE the file on drive ? y/N y
AGAIN
Do you want this file to REPLACE the file on drive ? y/N y
You must press the Y key in response to both prompts in order to Save
the changed file. Because the file to be replaced might have entries
that you do not want to lose you must press the Y key in response to
both prompts in order to Save the changed file. In this instance
press either the N key or Enter key, select the Save option, and then
use a different drive or file extension. A message "NEW FILE WILL BE
CREATED" will be displayed rather on the selected drive.
There is no need to save the Transfer File to diskette until you have
completed all the processing of the files for forms and schedules.
Continue to experiment and practice with the various functions until
you are not surprised by what happens when you make some particular
entry. Remember to save the file for a form or schedule to the
diskette before loading in another file, and you will not lose any of
the data that you have keyed in.
Page 11
Print DOC File - PD Option
Most users will have no problems printing the PC-TAX90.DOC file using
the DOS TYPE or PRINT commands and IBM or IBM compatible dot matrix
printers. If your system is equipped with a daisy-wheel printer that
can not print the characters used to draw boxes around some of the
illustrations used in the documentation or a printer that does not have
"Skip to Top of Form" capability, select the PD Print DOC option from
the Forms and Schedules Menu. Printing the documentation file with
this option will result in substitution of the + character for the box
draw characters and spacing rather than skipping to the top of the
next page. An illustration of the prompts displayed by the Print DOC
option follows:
┌───────────────────────────────────────────────────────────────────────┐
│ PRINT PC-TAX90.DOC FILE │
│ │
│You should ready your printer with at least 40 pages of 8.5 by 11 paper│
│ Turn OFF any automatic Skip-Over Perforation │
│Do you want to change the line draw characters to + (PLUS)? N/y _ │
│ Can your printer Skip-to-top-of-page on CHR$(12)? N/y _ │
│ Enter drive for PC-TAX90.DOC file _ │
│ Press Esc to cancel or press any key to stop/start scroll/print │
└───────────────────────────────────────────────────────────────────────┘
Figure 4. Print PC-TAX90.DOC File
Tax Amount LookUp - TT Option
Selection of the TT Tax Table option from the Forms and Schedules Menu
permits a fast look at the amount of tax due based on the entry of
adjusted gross income, exemptions, and the number of boxes checked on
Form 1040 line 33a. An example of the single screen displayed when you
select this option is shown below.
┌────────────────────────────────────────────────────────────────────────┐
│ Calculate Tax Due │
│ │
│ Press Esc key to return to F & S Menu │
│ │
│ Adjusted gross income line 31 1040, 16 1040A, 3 1040EZ 30,000.00 │
│ Filing status line 1-5 1040, 1-4 1040A, 1 for 1040EZ 2 │
│ Enter L for tax table look-up (NO exemptions/deductions) OR │
│ Enter C for calculation using exemptions & deductions C │
│ Number exemptions line 6e 1040, 6e 1040A or enter 1 for 1040EZ 2 │
│ Number boxes checked line 33a 1040, 18a 1040A, enter 0 for 1040EZ 0 │
│ Enter amount Itemized deductions from Sch A 0 │
│ │
│ Standard Deduction exceeds Itemized Deduction │
│ │
│ Deduction amount 5,450.00 │
│ Exemption amount 4,100.00 │
│ Taxable Income 20,450.00 │
│ Tax amount 3,071.00 │
│ │
│ Press any key to continue │
└────────────────────────────────────────────────────────────────────────┘
Figure 5. Calculate Tax Due
Page 12
You must enter an amount for itemized deductions in order to force
the program to compare itemized deductions with standard deduction;
"enter 0 for NO deductions" means NO deductions, either itemized or
standard. The "Standard Deduction exceeds Itemized Deduction" line
is displayed when the entry for the itemized deduction amount is less
than the calculated standard deduction. There is no printer option
for this screen. Press the Print Screen key if you want a printed
record of the display.
DOS SHELL - DS Option
The program displays a message "No MTX*.* file on drive *" if the
program did not find the specified file on the specified drive.
If you have copied only selected MTX files, you may have failed to
copy the MTX file for the form or schedules that you selected from the
menu. Use the DOS Shell option to copy this from your working diskette
or subdirectory. It is advisable to save the Transfer File before
shelling to DOS, if for no other reason than a possible power outage
occurring while in DOS. If you are running PC-TAX90 on a system with
a relatively small transient program area, you may not have enough
memory to use the DOS Shell option (Error 7 at *). The screen
displayed when this option is selected is shown below.
┌───────────────────────────────────────────────────────────────────┐
│ Shell to DOS │
│ │
│ You MUST key EXIT at a DOS prompt to return to PC-TAX90 from DOS │
│ │
│ Press any key to continue │
└───────────────────────────────────────────────────────────────────┘
Figure 6. DOS Shell
MISCELLANEOUS
Correct totals for the Form 1040 require that forms and schedules be
processed in a certain sequence. Perform the print function for all
forms and schedules you need except 1040 and Schedule A. Perform a
preliminary print function for Form 1040 to get the totals from the
front of the Form 1040 into Transfer File. Process the Work Sheet
(if used), and then make another print run of the Form 1040. Now
print Schedule A to get Itemized Deduction into the Transfer File and
make a final print run of the Form 1040. The Display option may be
used on the preliminary runs since the only reason for "printing" is
to perform all the total calculations.
You can use the Auto Print process to process the forms and schedules
in a specific sequence. You might, for example, key the key BCDE1A1
at the Enter selection letter/number prompt to print or display
Schedules B, C, D and E, preliminary 1040, Schedule A and Form 1040.
Limit Checking
PC-TAX90 performs limit checking only for those lines where a form or
schedule has an explicit printed limit. You can enter some obviously
incorrect data that will not be rejected by the program. There is no
warning, for example, if you enter an IRA deduction far in excess of
the permitted amount. Check the data on all your forms and schedules,
using the printed IRS instructions for each form and schedule.
Page 13
Inputting Dollar Amounts
The format for dollar amounts, either whole dollars or dollars and
cents, is controlled by a Yes or No response to the "Whole $ amounts,
no cents" prompt when the Change option is selected for the Transfer
File. All of the forms and schedules for a return should use either
the whole dollars format or dollars and cents format.
All forms and schedules permit entry and printing of dollar amounts up
to $999,999.99 when using the dollar and cents option or $9,999,999.
when using the whole dollar option. The input subroutine will accept
amount entries with comma punctuation for thousands of dollars. If
the message "MORE THAN +999,999.99 [or 9,999,999.]" is displayed when
printing a form or schedule, one or more amount fields will display
"###########" rather than an amount.
Miscellaneous Forms Information
You may not have any need for some of the forms and schedules. If you
do not have any business (income), you can erase the MTXSCHC.M90.
Selection of a form or schedule for which the MTX file has been
deleted will result in the display of "No File MTX*****.*** on drive
*".
Since any significant change to the forms and schedules might result
in a form or schedule that would not be acceptable to the Internal
Revenue Service, all entries or changes are controlled through the use
of change codes D, A or B and input prompts. In a few cases the
change codes and prompts might prevent entry of notes or comments that
might be necessary and acceptable so far as the IRS is concerned. A
free format input prompt is available for any line with change codes
D, A or B. This free format input prompt is displayed when a line
number, followed by a minus sign, is entered for the line number
select prompt. After using free form input for a line, display or
print the form with this line to be sure that what you entered is
displayed or printed as you meant for it to be printed or displayed.
The free form input prompt may also be used to "erase" the 0.00 amount
entries that remain on a line after you have blanked out the entries
for a line you want to remove after making entries (for example,
Schedule D lines [8] through [15] and [31] through [38]).
Miscellaneous Program Information and Q's & A's
The complaint that has resulted in the most phone calls to PC-*.*
SHAREWARE is, "The totals from a form or schedule were not transferred
by the Transfer File." This problem results from NOT selecting the
Print or Display option from the Process Menu after making changes to
a form or schedule. You MUST select the Print or Display option to
get the new totals into the Transfer File where they can be used for
other forms and schedules.
There have been several inquiries regarding programs for state tax
returns. PC-*.* Shareware does not plan to write any programs for
state tax returns.
Page 14
PC-TAX90 is a 2500+ line compiled BASIC program with over 6500 state-
ments. The auxiliary files were created with two additional programs
with a total of over 1600 lines. PC-TAX90 was compiled with Spectra
Publishing's PowerBASIC and the 200K+ compiled program was compress to
a runable EXE file of approximately 80K with PKWare's PKLite program.
The source code for the program is not available.
COPYING MTX FILES
The master MTX***** files have a file extension .M90. You can copy
these files using other file extensions to create a set of files for
as many returns as you should care to process. Initials may be used
as an easy to remember file extension. The following copy commands
might be used, for example, if you are filing separate returns:
COPY A:*.M90 A:*.HIM
COPY A:*.M90 A:*.HER
The program will initially show .M90 as the file extension when the
prompt for entry of a file extension is displayed. After entering a
new extension future displays will show the extension that was keyed.
When more than a single Schedule C, E, F, or SE is required, the file
extension for the second or third schedule must use a single digit "2"
or "3" as one of the three characters or digits used in the file
extension. Do NOT use a "2" or a "3" in the file extension for these
schedules unless you are actually going to use a second or third
schedule. If only a single schedule is required any file extension is
acceptable except those that have a single "2" or "3" in the
extension. Names for the second or third schedules must be entered in
the appropriate lines of the Transfer File.
Multiple forms or schedules for other than Schedules C, E, F and SE
can be used with manual transfer of totals. Use two different file
extensions for each of the forms or schedules. After printing both of
the files, add the amounts to be transferred to a Form 1040 and use
the change option to enter the combined total on the appropriate line
of the Transfer File. Each time either of the these files are
processed the total in the Transfer File will be reset, and it will be
necessary to reenter the total. The name and SSN for each form or
schedule must be changed in the Transfer File before processing the
two files.
The number of sets of MTX files that you can use is limited only by
available diskette (or disk) space. In addition you can copy or save
individual MTX files with different extensions, and then select these
files for processing. The work copy of a Form 1040 shows the file
extension and the date and time that each of the other forms or
schedules was processed. See "Tax Planning What If ?" on page 19 for
additional information regarding use of files with different
extensions for tax planning.
PROCESS FUNCTIONS
L Load This option prompts for entry of a drive letter and
file extension. The program looks for the file on the
drive specified; if not found on that drive, a "file
not found" message will be displayed.
Page 15
C Change This option displays prompts for entry of line index
numbers and the change or entry of the descriptive
fields and amounts. Select the Print or Display option
after making any changes to amount fields in order to
place any new totals to the Transfer File.
D Display This option displays a form or schedule after
performing all of the calculations required for totals,
table lookup, etc. You MUST select the Display or
Print option to pick up totals from or to move totals
to the Transfer File.
P Print This option prints a form or schedule after performing
all of the calculations required for totals, table
lookup, etc. You MUST select the Print or Display
option to pick up totals from or to move totals to the
Transfer File.
S Save This option prompts for entry of a drive and file
extension. If the specified drive already has a file
with the same file extension, the program will prompt
twice for confirmation that you want to replace the old
file with the "in use" (memory) file.
M F & S Menu This option displays the Forms and Schedules Menu after
a prompt is displayed which reminds you to save the
in-memory file out to diskette.
X End Program This option will display messages and prompts that
remind you to save the last file processed, and to save
the Transfer File to diskette before actually ending
the program.
Selection of the M and X options of the Process Menu and the X option
of the Forms and Schedules Menu will result in a display of either one
or both of the following prompts:
Did you save the ********** file back to diskette ? y/N N
Did you save the Transfer File file back to diskette ? y/N N
You must press the Y key in response to both of these prompts;
pressing any other key will result in the redisplay of the menu. In
some cases there may not have been any changes made to the file and it
will not be necessary to save the file back to diskette. Press the Y
key to go on to the Forms and Schedule Menu display. If you have not
saved the file(s) back to diskette, press the Enter key and the
program will redisplay the Process Menu. Select the Save function to
save the last file processed and/or the Transfer File back to
diskette.
The second line of both menus shows the program segment and the data
files currently in use. The program will display an error message if
the program segment name does not match the in use data file name when
you attempt to save, print, or change a file.
Page 16
After the selection of a form or schedule is made the program displays
the Process Menu and makes an automatic selection of the Load function.
This selection is also made when the program prompts for the initial
Load of the Transfer File. Any subsequent selection of the Transfer
File does not result in the automatic selection of the Load function.
WARNING! DO NOT select the Load function for a Transfer File unless
you have used the Save function to save the "in use" Transfer File back
out to diskette. Should you do a Load of the Transfer File without
saving the "in use" Transfer File to diskette, you may lose some new
transfer totals. These totals can be recalculated by reprocessing
the forms or schedule that generated the new totals.
LINE SPECIFIC INSTRUCTIONS
Form 1040
Line 7 [30]
Do NOT include amount from line 26 [46], Form 2441 in the amount
on line 7 [30]. PC-TAX90 transfers the amount from line 26 [46] Form
2441 to line [29]; this amount is included in the total on line 23 [47],
Form 1040. The amounts on line [29] and line 7 [30] are totaled on line
7 [30] and are included in the total on line 23 [47] when printing a
Form 1040 using IRS format.
Line 37 [73 through 77]
The program computes the tax amount from a single table equivalent
to both the Tax Table and Tax Rate Schedules XYZ. This table has only
32 lines while the IRS table has approximately 1000 lines. Extensive
testing did not reveal any instance in which the tax amount calculated
by the program did not agree with the tax table. The tax due on the
taxable income on line 37 [69] is placed on line [73] for taxable
income less than $50,000 or on line [74] for taxable income of $50,000
or more. The priority for applying the tax amounts on lines [73]
through [76] to line 38 [72] is:
first - the amount from Form 8814 [76]
second - the amount from Form 8615 [75]
third - the amount from line [74]
fourth - the amount from line [73].
XX's are placed in the appropriate box on line 38 [71] by the program.
FORM 1040A AND FORM 1040EZ
Both Form 1040A or Form 1040EZ are "stand alone" forms that do not
require use of a Transfer File. The name and address data is entered
directly in the MTX1040A.* or MTX1040E.* files. A Form 8615 may be
used with a Form 1040A return however the amount from Form 8615 line 18
[34/35] must be entered on Form 1040A in response to the prompt Form
8615 on line [57]. Instructions for processing Form 1040 are, for the
most part, applicable to Form 1040A and Form 1040EZ. PC-TAX90 prints
"transfer" copies of Forms 1040A and 1040EZ. The "transfer" copies can
NOT be used as an IRS return; the entries from these "transfer" copies
must be copied to printed IRS forms.
Page 17
Schedules 1, 2 and 3 Form 1040A are not prepared by PC-TAX90 however
you may enter data on following forms and schedules and transfer the
totals to the appropriate lines of the Form 1040A:
Schedule 1 Schedule B Interest and Dividend Income
Schedule 2 Form 2441 Child and Dependent Care Expenses
Schedule 3 Schedule R Credit for the Elderly or the Disabled
Schedule A
Line 20 [28-29]
If a Form 2106 is used, the amount from Form 2106 line 11 [18] is
transferred to line 20 [29] and the description field is set to spaces.
If no Form 2106 is used, you can make both a description and amount
entry on line 20 [29].
Schedule B
Line 2 [5 thru 19]
See paragraph in your instructions titled "Tax-Exempt Interest."
Enter all tax-exempt interest in this section and mark each tax-exempt
income line with a statement [TAX-EXEMPT] after the name of the payee.
On line [19] enter a statement [LESS TAX-EXEMPT INTEREST] and in the
amount field enter the total of the tax-exempt interest with a (-)
minus sign. Be sure to also include this tax-exempt interest on Form
1040, line 8b [32].
Line 7 [42]
Schedule B, line 7 [42] and Schedule D, line 13 [49] must be the
same if both Schedule B and Schedule D are used.
Schedule C
Lines A thru J [2 through 14]
Select Change function and enter or edit lines [2 through 14] as
appropriate. If you are using a single Schedule C, the total from
line 29 [60] is transferred to line [10] of the Transfer File. The
total from a second and/or third schedule is transferred to line [11]
and/or line [12]. The separate totals on lines [10], [11] and [12]
are added together and this total is used to update line [46] of the
Transfer File and line 12 [36] of Form 1040. The file extensions for
the second and third schedules must use the single digit "2" and "3"
respectively in the file extensions. Should the total transferred to
Form 1040 appear to be incorrect, check lines [11] and [12] of the
Transfer File and set any "left over" totals on these lines to zero if
you aren't using a second or third schedule.
Page 18
Schedule D
Lines 2a,9a[8 thru 14,31 thru 38]
PC-TAX90 will display a warning message if a date acquired
(column (b)) that does not precede a date sold (column (c)). Column
(f) Loss and column (g) Gain is calculated based on the entries in
column (d) Sale Price and column (e) Cost Price. A warning message
will be displayed if the total for all the entries in column (d) Sale
Price does not equal the amount entered on line 1 [3].
Line 13 [49]
See line 7 [42], Schedule B.
Schedule E
See paragraph two under Schedule C for additional information
regarding use of more than a single Schedule E.
Schedule F
See paragraph two under Schedule C for additional information
regarding use of more than a single Schedule F.
Schedule R
Schedule SE
Note - Use either the Short Form Page 1 or the Long Form Page 2.
Do NOT make any entries on the page for the form that you are NOT
using. Include only the page with entries with your return.
See paragraph two under Schedule C for additional information
regarding use of more than a single Schedule SE.
Lines 1,2 [3,4]
PC-TAX90 does not transfer any income to these lines.
Form 2106
Part II, Section B, Section C and Section D
Use the Change option for line [1] to display prompt for select-
ion of Section B Standard Milage Rate or Section C Actual Expenses. If
Section C is selected, a prompt will be displayed to select Section D.
A warning message will be displayed if you do not make these selections.
Line 10,13,35 [18,21,47]
Any income indicated by a negative amount in Column A of line 8
[15] must be added manually to line 7 [30] of Form 1040. See the
instructions that apply to line 11 [18] if you have qualified performing
artist expenses that can be included in line 30 [56] Form 1040 or you
are a handicapped employee and can enter expenses on line 26 [38/39]
Schedule A. You can "fake" the adjustments to line 30 [56] Form 1040
by entering amounts on lines 24 to 28 [49-54] of work copies of Form 1040.
Page 19
Line 11 [18]
See line 20 [28/29] Schedule A.
Form 2441
Lines 7,8 [23,25]
PC-TAX90 does not transfer any income to these lines.
Line 22 [44]
Do NOT include amount from line 22 [44], Form 2441 in the amount
on line 7 [30] Form 1040. PC-TAX90 transfers the amount from line 22
[44] Form 2441 to line [29]; this amount is included in the total on
line 23. The amounts on line [29] and line 7 [30] are totaled on line
7 [30] and are included in the total on line 23 [47] when printing a
Form 1040 using IRS format.
Form 3903
Line 14,15 [20,23]
Amount entered on line [21] OR [22] is transferred to line 14
[20]; amount entered on line [24] OR [25] is transferred to line 15
[23]. Since the program uses the amount entry to enter the checks as
appropriate, there is no need to check the blocks.
Form 4562
Lines 23,24 [50-52,54-56) Part V, Section A
Calculation of column (e) (column (d) multiplied by column (c))
is NOT performed by the program.
Lines 31,32,33 [67,69,71] Part III, Section B
Select Change function and edit Yes's and No's to spaces as
appropriate.
Form 6251
Form 8615
Line 18 [34-35]
The amount from line 18 [35] is not transferred to either Form
1040 or 1040A. The amount from Form 8615 line 18 [34/35] must be
entered on Form 1040 in response to the prompt for Form 8615 on
line [71] and on Form 1040A in response to the prompt for Form 8615
on line [57].
Work Sheet Line 21 Taxable Social Security
Page 20
Approval Form
Some of the prompts displayed when processing other forms and
schedules are bypassed or modified when processing the Approval Form.
Since no entries are required for this form, there is no Change
processing, and it follows that there is no need to save the file back
to diskette. Selection of the End program option while this form is
in memory results in passing control to the Transfer File Process
Menu. This form will not be required if you should decide to copy the
information from forms and schedules printed by PC-TAX90 to printed
forms and schedules provided by the IRS.
Registration Form
Please return a copy of this form if you use (or attempt to use) PC-
TAX90, even if you are not registering your copy of PC-TAX90. Use
the Change option from the Process Menu to enter your name, etc. just
like any other form or schedule then print a copy of the form to mail
with your check for registration of PC-TAX90. Registration for PC-TAX*
is on an annual basis.
TAX PLANNING - WHAT IF ?
PC-TAX90 can be used for the "what if" style of tax planning since
loading, changing, and displaying files for forms and schedule takes
little time or effort. Using the Auto Print process, a new total for
your taxes due can be obtained in a few minutes if you want to see the
effect of, for example, a larger IRA deduction or an increase or
decrease in capital gains or losses.
You can set up tax planning files without having to enter any data by
loading in, and then saving with a new file extension, a set of your
existing MTX files. These new planning files can then be changed and
processed without disturbing the entries and totals for your original
files.
Processing each of the forms and schedules is the usual method of
getting transfer totals or amounts into the Transfer File. You can,
in addition, enter totals or amounts into the Transfer File with the
Change option. Entering totals in the Transfer File without actually
processing each form or schedule represented by a total permits a
"quick and dirty" method for getting the "bottom line" for a Form
1040. Do not enter totals in the Transfer File that has totals for
your actual forms and schedules; use a different file extension for
the Transfer File with the totals that you have entered with the
Change option.
FORMS AND SCHEDULES FOR IRS TAX RETURNS
Schedules A, B, C, D, E, F, R and SE and Forms 2106, 2441, 3903, 4562,
6251 and 8615 printed by PC-TAX90 using the IRS print option may be
used as attachments to your Form 1040. Forms and schedules should be
printed with left and right margins of .5 or .6 inch (5 or 6 spaces)
each. The top line for forms and schedules should be printed on the
fourth line or 1/2 inch down from the perforations between pages.
Page 21
These forms and schedules must be printed on a type of paper specified
in Revenue Procedure 90-8 (Publication 1167 (Rev 1-90)). This
procedure specifies use of 8 1/2 by 11 inch paper (9 1/2 by 11 before
removing the detachable pinfeed strips) with a thickness of at
least .003 of an inch. The paper must be lined, black or colored lines
from margin to margin every 1/2 or 1/3 of an inch; or must be color-
barred paper with alternating color tinted stripes and white stripes.
Stock 15 pound color-barred paper meets the specifications outlined in
the Revenue Procedure.
Approved IRS Forms and Schedules
The Approval Form for the forms and schedules should be printed and
attached to the forms and schedules you submit as your tax return.
There is a possibility that some of the IRS personnel who handle tax
returns may not be aware of the approval of these computer generated
forms. The Approval Form references the IRS letter that approved use
of the forms and schedules printed by PC-TAX90.
IRS regulations do not permit the use of a computer generated Form
1040 for use as your tax return. Your return must use a Form 1040
printed using a conventional printing process. You CAN use the
facsimile form as a guide and manually copy the information from this
form to a printed Form 1040.
Page 22
Printing Hints
Please keep the following items in mind when you are printing the
forms and schedules and preparing them for mailing:
Use a good black ribbon on your printer when printing forms or
schedules for your IRS return.
Printed lines on color-barred paper should be completely within a
colored bar or a white bar. If you are using lined paper, the lines
should be between printed lines.
Remove the perforated pin feed strips from the forms and schedules
that you send to the IRS.
All forms and schedules should be placed in sequence according to the
sequence numbers printed on the upper right corner of the forms and
schedules.
Don't forget to sign and date your Form 1040.
Use the preprinted address label from your IRS Form 1040 Instructions
package unless the information on the label is incorrect.
Use the envelope that came with IRS Form 1040 Instructions package to
mail your return unless you have moved to an area serviced by another
Internal Revenue Service Center.
Reporting Problems & Program Revisions
Hopefully, there will be no need for any program modifications or
fixes to the PC-TAX90 program. In the event that a serious problem or
bug is reported, a revision of the program will be made to fix all the
problems or bugs that are reported prior to February 15, 1991. The
revision will be limited to the program and/or the documentation.
There should be no need for any changes to the MTX*.* files.
We have no way of knowing that you are using PC-TAX90 unless you
register as a user by returning the Registration Form and/or mailing
a check for the registration fee. Registered users will be mailed a
revision notice listing problems that can only be corrected
corrected with a new version of PC-TAX90 on/about February 15 and a
second revision notice (if needed) on/about April 1. In past years,
most of the problems or bugs required corrective action by only a
few users and did not require a revised copy of the program.
Registered user may, after receiving a revision notice, order the
revisied PC-TAX90 program diskette if they wish to rerun forms and
schedules with the revised version. The program revison diskettes
will be FREE to registered users HOWEVER there will be a $3.00
shipping and handling charge.
While the initial release of Shareware version PC-TAX90 will
be made by mail and by posting on Compuserve, Genie and selected
bulletin boards; there will only one revision of the Shareware version
of PC-TAX90. This revision will not be posted before April 1.
Page 23
HISTORY
The first version with nation-wide distribution was PC-TAX83. The
initial design of PC-TAX83 assumed that most users would be able to
understand and use a simple program that permitted entry of data not
unlike the way the data might have been entered manually on blank forms
and schedules. The program took care of the arithmetic on each form or
schedule and transferred totals to a facsimile Form 1040 and other forms
and schedules. While there were many enhancements introduced in the
annual revisions, the style or "look and feel" of PC-TAX* has not
changed over the years.
A decision as to whether we will continue to revise and distribute
PC-TAX* will be made on an annual basis. There was and is no intent to
grow PC-TAX* into a Shareware "gold mine" however we must have the
support of registered users in order to justify the time spent in making
annual revisions.
Phone Support
┌────────────────────────────────────────────────────────────────────┐
│ Telephone support for REGISTERED users is available ONLY during │
│ the hours of 1:00 to 4:00 and 7:00 to 10:00 P.M. EST (EDT). We │
│ will try to be available during these hours. Calls outside these │
│ hours may be answered by a message recorder or by someone who │
│ probably won't be able to do much more than take your number if │
│ you want us to call you back COLLECT. │
│ │
│ What's Needed and Where to Call │
│ │
│ If your call regarding a problem with running PC-TAX90, please │
│ have your phone near your system and have the system either ready │
│ to run the program or have program at the point where your problem │
│ occurs. │
│ │
│ 813-397-2930 813-392-6169 │
│ James Demberger Bill Quinn │
│ 9862 Lake Seminole Drive, West 4455 Duhme Road # 203 │
│ Seminole, FL 34643-4521 St. Petersburg, FL 33708-2832 │
│ │
│ Note - Correspondence, registration forms, etc. may be sent to │
│ to either address. │
└────────────────────────────────────────────────────────────────────┘
Figure 7. Phone Support
Page A-1
APPENDIX A: PC-TAX90 FILES
┌─────────────────────────────────────────────────────────────────┐
│ Your distribution diskette should have the following files: │
│ │
│ MTXSCHA .M90 MTX1040 .M90 MTXTRANS.M90 │
│ MTXSCHB .M90 MTX2106 .M90 MTXAPVAL.M90 │
│ MTXSCHC .M90 MTX2441 .M90 MTXREGIS.M90 │
│ MTXSCHD .M90 MTX3903 .M90 PC-TAX90.EXE │
│ MTXSCHE .M90 MTX4562 .M90 RAMTAX90.BAT │
│ MTXSCHF .M90 MTX6251 .M90 PC-TAX90.DOC │
│ MTXSCHR .M90 MTX8615 .M90 INSTALL.BAT │
│ MTXSCHSE.M90 MTXWSSS .M90 READ-ME.1ST │
│ MTX1040A.M90 MTX1040E.M90 MISCINFO.TXT │
│ │
│ The MISCINFO.TXT file may not be on all distribution diskettes. │
└─────────────────────────────────────────────────────────────────┘
Figure 8. PC-TAX90 Files
If you do not use the INSTALL batch program, you can use the DOS COPY
command to copy files to your PC-TAX90 and PCTAXDOC diskettes or to
the sub-directory \PCTAX on your hard drive.
Key the following commands to copy files to the PC-TAX90 diskette:
COPY A:MTX*.* B:
COPY A:PC-TAX90.EXE B:
Key the following commands to copy files to the PCTAXDOC diskette:
COPY A:*.BAT B:
COPY A:*.DOC B:
COPY A:*.1ST B:
Key the following commands to copy files to the \PCTAX sub-directory
on C drive:
MD C:\PCTAX
COPY A:*.* c:\PCTAX
The MTX*****.M90 files are used to create an in memory image of the
lines for each form and schedule and the entries that are made for
these lines. You can load or save the MTX*.* files from or to any
available drive. The program file, PC-TAX90.EXE, may be located on
and run from any drive.
Page B-1
APPENDIX B
Transfer File Totals and Data
The following totals are transferred thru the Transfer File from forms
and schedules to other forms and schedules as shown in the following
table. Numbers in left most column are line index numbers for the
applicable lines in the Transfer File.
┌───────────────────────────────────────────────────────────────────────┐
│ From Description To/Used at │
│21 Form 1040 line 31/32 Adjusted Gross Income Sch A line 3 & 23 │
│ Sch R line 14 │
│ Form 2441 line 5 │
│22 Form 1040 line 37 Taxable Income Sch D line 20 │
│ Form 6251 line 1 │
│23 Form 1040 line 1-5 Filing Status Sch D line 19b │
│ Form 6251 line 9/10│
│24 Form 1040 line 34 Standard Deduction Form 6251 line 4a │
│25 Form 1040 line 38 Tax on Income Form 6251 line 18 │
│26 Form 1040 line 43 Foreign Tax Credit Form 6251 line 18 │
│27 Form 1040 line 10 Refund Income Tax Form 6251 line 4f │
│28 Form 1040 line 7-20/22 Gross Income WS21 line 3 │
│29 Form 1040 line 30 Adjustments WS21 line 5 │
│30 Form 1040 line 36 Personal Exemptions Form 6251 line 4b │
│33 Form 2106 line 13 Employee Bus Expenses Sch A line 20 │
│31 Form 2441 line 22 Credit for C/D Care Exp Form 1040 line 7 │
│34 Form 2441 line 14 Credit for C/D Care Exp Form 1040 line 41 │
│35 Form 3903 line 29 Moving Expenses Sch A line 19 │
│36 Form 6251 line 19 Alternative Minimum Tax Form 1040 line 49 │
│38 Sch A line 26 Itemized Deductions Form 1040 line 34 │
│39 Sch A line 4 Medical/Dental Expenses Form 6251 line 4c │
│40 Sch A line 24 Misc Itemized Ded Form 6251 line 4d │
│41 Sch A line 8 Taxes Form 6251 line 4e │
│42 Sch A line 12b Interest Form 6251 line 4g │
│43 Sch B line 3 Interest Income Form 1040 line 8a │
│44 Sch B line 9 Dividend Income Form 1040 line 9 │
│45 Sch B line 6 Note 1 Capital Gain Dist Sch D line 13 │
│46 Sch C line 31 Business Income Form 1040 line 12 │
│47 Sch D line 13 Note 1 Capital Gain Dist Sch B line 6 │
│48 Sch D line 18/19 Capital Gains/Losses Form 1040 line 13 │
│50 Sch E line 29/42 Rent and Royalty Income Form 1040 line 18 │
│51 Sch F line 37 Farm Income Form 1040 line 19 │
│52 Sch SE line 14 Self-employment Tax Form 1040 line 48 │
│57 Sch R line 21 Credit from Sch R Form 1040 line 42 │
│55 WSSS line 1 Social Security Form 1040 line 21a │
│56 WSSS line 11 Social Security Taxable Form 1040 line 21b │
└───────────────────────────────────────────────────────────────────────┘
Figure 9. Transfer Files Totals
Page B-2
Note 1. Sch B line 6 and Sch D line 13 must be the same if both Sch B
and Sch D are used. Totals from the work sheet for line 21a and 21b
are transferred to the Transfer File IF the work sheets are used.
If you don't need the work sheets, you can use the Change function to
enter the amounts for these lines on the appropriate lines of the
Transfer File.
Totals are NOT transferred for the lines on the following forms and
schedules. Entries for the transfer to lines must be entered using
the Change option of the Process Menu.
┌───────────────────────────────────────────────────────────────────────┐
│ From Description To │
│Sch C line 31 Business Income/Loss Sch SE line 2 │
│Sch F line 39 Farm Income Sch SE line 1 │
│Form 4562 line 11 Depreciation Note 1 │
│Form 8615 line 18 Tax for Children under 14 Form 1040 Form 1040A│
└───────────────────────────────────────────────────────────────────────┘
Figure 10. Totals Not Transferred
Note 1. Depreciation from Form 4562 may have to be entered on Schedule
C line 13 [29], Schedule E line 21 [31] or Schedule F 16 [29].
Transfer File Entries
Press the C key for the Change function then press the 1 key when the
"Enter Line Index Number" prompt is displayed. Prompts are displayed
line by line as outlined in the Figure 11, page B-3. If you want to
change only the operational options on the first six lines, press the
Escape key when the prompt for Name(s) is displayed. If your filing
status is 1, 4 or 5, enter spaces for the second social security
number and second occupation. Enter the dates for the Tax Year begin
and end if the dates are other than January 1 and December 31 1990 or
enter spaces for these two dates if the year begin and end dates are
January 1 and December 31 1990.
Names and social security number for Schedules C, E, F and SE can be
entered or changed by selection of lines 10 thru 20 at the Change Line
prompt:
10 Name(s) for Sch C single or 1 of 3 SSN 123-45-6790
11 Name(s) for Sch C 2 of 3 SSN 123-45-6790
12 Name(s) for Sch C 3 of 3 SSN 123-45-6790
13 Name(s) for Sch E single or 1 of 3 SSN 123-45-6790
14 Name(s) for Sch E 2 of 3 SSN 123-45-6790
15 Name(s) for Sch E 3 of 3 SSN 123-45-6790
16 Name(s) for Sch F single or 1 of 3 SSN 123-45-6790
17 Name(s) for Sch F 2 of 3 SSN 123-45-6790
18 Name(s) for Sch F 3 of 3 SSN 123-45-6790
19 Name(s) for Sch SE single or 1 of 2 SSN 123-45-6790
20 Name(s) for Sch SE 2 of 2 SSN 123-45-6790
Page B-3
┌───────────────────────────────────────────────────────────────────┐
│ Default drive for MTX*.* files A │
│ Use monochrome display N │
│ Foreground Color 15 │
│ Background Color 1 │
│ Whole $ amounts, no cents N │
│ Display speed 0-slow 10-fast 10 │
│ Name(s) for Forms & Sch except C, E, F, SE │
│ Spouse name for Form 1040 │
│ Street address for Form 1040 │
│ City │
│ State │
│ ZIP │
│ Your Soc Sec Number │
│ Spouse Soc Sec Number │
│ Your occupation │
│ Spouse occupation │
│ Tax Year begin Jan 1 1990 │
│ Tax Year end Dec 31 1990 │
│ Presidential Election Campaign You N │
│ Spouse N │
│ Press any key to continue │
└───────────────────────────────────────────────────────────────────┘
Figure 11. Transfer File Name and Operational Options
Page C-1
APPENDIX C: SHAREWARE
PC-TAX90 is a "Shareware" program. "Shareware" is a term that
describes a unique marketing approach for software. It is, in effect,
a "try before you buy" option. "Shareware" is usually distributed by
electronic bulletin boards, computer clubs, disk libraries, or
directly from the author. Unlike commercial software, copying and
sharing programs is encouraged. In most cases the authors of programs
distributed as "Shareware" have a copyright on the program and retain
all legal rights to control the distribution and use of the program.
Should you, after trying out a "Shareware" program, decide to use the
program, you are requested to forward a registration fee. Payment of
the registration fee gives you a "license" to use a registered version
of the program.
The $?.00 that you may have paid a diskette library or diskette vendor
for a copy of the distribution diskette constitutes a charge that
covers the cost of the diskette, a charge for copying the diskette
and the cost of postage, packaging, handling, etc. Regardless of what
you might have paid for a diskette with the PC-TAX90 program and
files, your payment did not constitute payment for a license to use
the program for other than evaluation or testing to determine whether
you want to pay the registration fee for use in the actual prepara-
ation of your tax return.
Page D-1
APPENDIX D: PC-TAX90 REVISION HISTORY
Modifications
The following problems (bugs) in PC-TAX90 Version 90.10 dated 31
December 1990 have been reported. These problems were corrected in
the revisions of the PC-TAX90.EXE file as outlined below. Only the
PC-TAX90.EXE and READ-ME.1ST files have been updated. Replace the
old PC-TAX90.EXE file on your work disk(ette) (using the DOS COPY
command) with the revised PC-TAX90.EXE file then run the program to
print new Forms or Schedules as called for by the revision.
(No known problems as of 31 December 1990)
Page I-1
INDEX
-A- Approval Form, 20
Approved IRS Forms and Schedules, 21
Auto Print option, 8, 12
-C- Change options for display colors, dollar punctuation, etc., 7
Change codes, 2
A Only the amount field may be entered or changed, 2
B Both the description and amount fields
may be entered or changed, 2
D Only the description field may be entered or changed, 2
N No changes are permitted, 2
Change functions, name(s), etc. in transfer file, B-2
Color selection for a color display, 7
Command Line Parameters, 5
Control Keys for Edit or Input of Displayed Prompt, 3
Copying MTX Files, 14
Create a set of files for many returns, 14
-D- Default drive for PC-TAX90 files, 7
Display speed, change, 8
Display colors, change, 7
Dollar punctuation, change, 8
Dollar amounts, maximum, $999,999.99 or $9.999,000. 13
DOS Shell - DS Option, 12
DRIVE=*, Command Line, 5
-F- Files on the work disk, A-1
Format for dollar amounts, 13
Forms and Schedules for IRS Tax Returns, 20
-H- Hardware required, 1
-I- Initial Run Instruction, 6
Input Subroutine, 2
Inputting Dollar Amounts, 13
Install Batch File, 4
Installation, Fixed Disk, 4
Installation, Floppy Diskettes, 3
-L- Limit Checking, 12
Line index number, 2
Line numbers with no brackets refer to IRS line number, 2
Line Specific Instructions, 16
Form 1040, 16
Form 1040A AND Form 1040EZ, 16
Form 2106, 18
Form 2441, 19
Form 3903, 19
Form 4562, 19
Form 6251, 19
Form 8615, 19
Schedule A, 17
Schedule B, 17
Schedule C, 17
Schedule D, 18
Schedule E, 18
Schedule F, 18
Schedule R, 18
Schedule SE, 18
Approval form, 20
Registered User, 20
Page I-2
-M- Menus, 6
Minus sign for negative amounts may be entered before or after, 3
Miscellaneous, 12
Miscellaneous Forms Information, 13
Miscellaneous Program Information and Q's & A's, 13
Modifications - problems, D-1
Monochrome display option, 7
More than a single Schedule C, E, F, or SE, 14
MTX files, number of, 14
Multiple forms or schedules for, 14
-N- Names and SSN for Schedules C, E, F, and SE, B-3
Need for some of the forms and schedules, 13
-O- Overview of PC-TAX90, 1
Operation procedures, 1
-P- Print function for all forms and schedules, 12
Phone Support, 23
Print DOC File - PD Option, 11
Print or Display option to get the new totals, 13
Printing Hints, 22
Problem results from NOT selecting the Print or Display options, 13
Process Functions, 14
L Load, 14
C Change, 15
D Display, 15
P Print, 15
S Save, 15
M F & S Menu, 15
X End Program, 15
-R- RAM drive - using a, 4
Registration Form, 20
Reporting Problems & Revisions, 22
Routine Run Instructions, 9
-S- Save the Transfer File, 10
Saving "in use" Files, 10
SCREEN=MONO, Command Line, 5
Set up of tax planning files, 20
SHAREWARE - unique marketing approach, C-1
Starting PC-TAX90, 1
-T- Tax Amount LookUp - TT Option, 11
Tax Planning - What If ?, 20
Totals for the Form 1040 require, 12
Totals NOT transferred, B-2
Transfer File, 5
Transfer File Entries, B-2
Transfer File Loading, 7
Transfer File Totals, B-1
Transfer File Data (Names, etc.), B-2
-U- Use of the Install Batch file is recommended, 5
Used for the "what if" style of tax planning, 20
Using a RAM Drive (VDISK), 4
-W- What If, tax planning, 20
