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Electronic Tax Filing 93 ETF93 Copyright (C) 1993, Electronic Filing Group User Documentation This software package will assist you in electronically filing your income tax information to the Internal Revenue Service. Lovingly Dedicated to Michelle McKeon, where'r she may be. ETF93 Electronic Tax Filing 93 Copyright (C) 1993, Electronic Filing Group Table of Contents I. Introduction I.a. Installation I.b. Task Flow I.c. IRS Form 8453 II. Hardware Requirements III. Shareware Registration IV. Menu Levels V. Payment Schedule VI. Errata VII. Appendix VII.a. Definitions VII.b. Statements VIII. Thanks and Kudos Section I. Introduction Welcome to the World of Electronic Tax Filing! This software package, ETF93, allows you to input all of your tax information for filing to the IRS. This version is for taxpayers (and not tax-preparers). We have a tax-preparer version available, please call for more information if you're interested. This package was written in Clipper 5.01. If you notice that the executable is over 640K; well, don't worry, Clipper takes care of the memory overhead. This version is marketed as shareware. The software is fully functional and is NOT crippled in any way. It allows you to file tax return information for the following forms: Form 1040, Form 1040A, 1040EZ, Schedule A, Schedule B, Schedule C (long form), Schedule C-EZ (short form),Schedule D, Schedule E, Schedule EIC, Schedule F, Schedule R, Schedule SE (long form), Schedule SE (short form), Schedule 1, Schedule 2, Schedule 3, Form W-2, Form W-2G, Form 1099-R, Form 1116, Form 2106, Form 2119, Form 2210, Form 2210-F, Form 2441, Form 3903, Form 4136, Form 4137, Form 4255, Form 4562, Form 4684, Form 4797, Form 4835, Form 4952, Form 4970, Form 4972, Form 5329, Form 6198, Form 6251, Form 6252, Form 8283, Form 8396, Form 8582, Form 8606, Form 8615, Form 8814, Form 8815, Form 8828 and Form 8829. You will not be filing directly with the IRS; instead you will be creating a "data collection disk" to send to us for reformatting. We in turn submit the information directly to the IRS. If you are required to submit state information in the forms listed above, you can still use this package. You will have to file your state return information via the normal paper method to your state's tax/revenue department. Section I.a. Installation This package was compressed using PKZIP. Please copy the entire distribution zip file to a new directory (you can call it whatever you wish) and invoke pkunzip in the following manner: PKUNZIP -d etf93a PKUNZIP -d etf93b The -d option creates a new subdirectory under your new directory called taxdbf. Please do not directly edit any of these files, or the integrity of your tax information will be degraded. If you invoke the program and get an error, its most likely because you didn't use the -d switch on PKUNZIP. Unzip the package again with the -d switch. You will need approximately 3.5 megabytes of free hard disk space to install and run this program. You will need to set one DOS environment variable before this program will run properly. Take a look at your CONFIG.SYS file, see how many file handles you have there (usually in a line that says FILES=80 , or some other number). Now, in DOS, key in the following: SET CLIPPER=F80 or whatever the number of file handles was in your CONFIG.SYS file in place of the number 80. Section I.b. Task Flow The flow of things to do is fairly straightforward. Before you begin, you must have your IRS forms/schedules completely filled out. You will be completely lost with the electronic version of these forms if you do not have your forms filled out ahead of time. The first thing to do is to select the payment method. This is menu selection D from the Main Menu. Then, select item C from the Main Menu. Select item A from the second level menu. If you forget to do this and go on to a form/schedule, don't worry; the program will automatically throw you into item A if you've never selected it. Then, select items B through D on the menu, picking the forms/schedules that you need. Some are quite long; others are no more than one screen long. Now Select item E, followed by item F. Exit the program, and look for your printer dump file. We've included one printer dump file for you to use, 8453.PS. You will be copying this file to your printer port with the following DOS command: Copy (PRINTERFILE) lpt1 /b where PRINTERFILE (without the parentheses())is 8453.PS and lpt1 is your printer port. Yours may be different, lpt2, lpt3, com1, com2, com3, etc... Now take the output from your printer, fill it out, sign it, and attach the appropriate forms to it. If you're using a 5.25" disk, you'll need a disk mailer. Place the disk, all output, any forms of payment (if not paying by credit card), and Form 8453 in your envelope or disk mailer. Mail it to the address on the invoice. That's all there is to it. If you are filing only the 1040EZ, you could be through in as little as 20 minutes. Section I.c. IRS Form 8453 What is this form? It is your declaration, that as a taxpayer, you are filing electronically to the IRS. The IRS requires that your fill it out and sign it. The IRS also requires that we furnish it to you. We ask that you print it out and use it. If we receive your mailer or envelope without it, it will delay the processing of your tax return. If you are anticipating a refund, it could delay the refund for up to four weeks as we and you, the taxpayer, get caught up in a hideous US MAIL scenario. We will mail you the Form if you forget, but remember, the concept here is speed, right? Section II Hardware Requirements The hardware requirements for this program are fairly simple and straightforward. You will need to have a computer with a minimum processor of a 286, and 640K of RAM with a monochrome monitor. You'll need at least 480K of RAM free, or this program won't work. You'll also need to be using, at least, DOS version 3.3. You will also need at least 3.5 megabytes of free disk space. You will also need a POSTSCRIPT printer to print form 8453. If you don't have immediate access to a postscript printer, feel free to take the printer dump file on a diskette to your friend, associate, or computer lab where there is one. There is usually a POSTSCRIPT printer of some type at all KINKO'S outlets. Section III Shareware Registration Why should you register this package? Well, there are two main reasons and one minor one. Here are the two main reasons: 1. When you register, we'll send you the latest and greatest version of the software straight to your door via US MAIL. 2. If you need a printer dump file for your specific printer, we have it (within reason, of course). Take a look at the enclosed form (sharewar.reg) and see if your printer is listed. And now the minor reason: I need the MONEY! But seriously, I am a starving college student and I think I may have hit on something substantial with this software product. I have two more semesters to go and I'll wrap up the BS in computer science. When you register, I'll be able to say, "Gee, those three months in a dark room sucking down coffee sure was worth it!" and you'll be participating in the shareware author reward system. Here's what the form looks like: Electronic Filing Group P.O. Box 270539 Houston, TX 77277-0539 ATTN: ETF93 REGISTRATION ____________________________________________________________________________ S H A R E W A R E R E G I S T R A T I O N F O R M E T F 9 3 1 0 4 0 S E R I E S ____________________________________________________________________________ When you register this software, you will receive the latest version of the software plus the correct printer dump file for Form 8453. This registration is good only for one upgrade, plus it puts your name and address on our mailing list for the following tax year season. The Cost of Registration is a mere $5.00. ____________________________________________________________________________ FROM: Name:________________________________________________ Address:_____________________________________________ City:_________________________State:______Zip Code:_____________ Daytime Phone: ____________ Evening Phone: __________ Fax #: __________ ____________________________________________________________________________ Please select your printer (or the closest emulation) from the list below: [] IBM 2380/81 [] IBM 2390/91 [] IBM 24P / PS1 24 pin [] IBM Quietwriter III [] EPSON FX Series 9 pin [] EPSON LQ Series 24 pin [] Hewlett Packard Laserjet II [] Hewlett Packard Laserjet IIP [] Hewlett Packard Laserjet III / IIIP / IIISi [] Hewlett Packard Laserjet 4 [] Hewlett Packard DeskJet Plus [] Hewlett Packard Deskjet 500/550c [] Canon LBP-8A2 / II / III / 4 [] Canon BJ-10e / 300 / 330 [] NEC Pinwriter [] Okidata 320 / 321 [] Okidata 393 / 393c [] Toshiba 24 pin [] Postscript ____________________________________________________________________________ Please select a disk format | Please tell us where you found ETF93 [] 5.25 inch 360K | BBS Name:___________________________________ [] 5.25 inch 1.2 meg | Shareware Distribution Company: [] 3.5 inch 720K | ____________________________________________ [] 3.5 inch 1.44 meg | Other: _____________________________|______________________________________________ Select your type of Registration [] Send me the next new version when it comes out [] Send me the current version with the correct printer dump file now ____________________________________________________________________________ Please send $5.00 to the address listed at the top of this form ____________________________________________________________________________ T h a n k s f o r u s i n g o u r S o f t w a r e ____________________________________________________________________________ Copyright (C) 1993, Electronic Filing Group Section IV - Menu Levels Main Menu When you invoke the software, you are shown the main menu. At the top of the main menu is the legend "Electronic Tax Filing for 1993". You may pick a menu item by its letter, or move the arrow keys to highlight a menu option and then press the ENTER key. Here is a description of the main menu items: A - Checklist - displays a checklist of things to have BEFORE you actually use the program. B - Display our Company Information - displays a brief narrative about the Company, Electronic Filing Group. C - Start the Program - Launches the next level of menus. D - Select Payment Method - allows you to select a payment method, and, if paying by credit card, allows you to input your credit card information. E - Print Shareware Registration Form - allows you to select a printer device (LPT1, etc.) and then prints the shareware registration form on your printer. X - Exit - Exits the software program and returns to DOS. Second Level Menu - From Selection C Above At the top of the Second Level Menu is the legend "Electronic Tax Filing '93". You may pick a menu item by its letter, or move the arrow keys to highlight a menu option and then press the ENTER key. Here is a description of the second level menu items. A - Enter Your Personal Information - Please run this menu item first before you run any other menu item on this page (with the exception of item I). Allows you to enter your name, social security number (SSN or SSAN), your spouse's name and SSN, your mailing address, city, state and zip. Also allows you to enter your daytime, evening and fax phone numbers. There is also a checkbox for inclusion in next year's mailing. B - Select a Form or Schedule, Part 1 - This menu item invokes a sub-level of menu, containing 20 different forms and schedules. The forms/schedules under this menu item are: Form 1040, Form 1040A, Form 1040EZ, Form W-2, Form W-2G; Schedules A, B, C (long form), C-EZ (short form), D, E, EIC, F, R, SE (long form), SE (short form), 1, 2, 3; and Form 1099-R. C - Select a Form or Schedule, Part 2 - This menu item invokes a sub-level of menu, containing 20 different forms. The forms under this menu item are: Forms 1116, 2106, 2119, 2210, 2210F, 2441, 3903, 4136, 4137, 4255, 4562, 4684, 4797, 4835, 4952, 4970, 4972, 5329 and 6198. D - Select a Form or Schedule, Part 3 - This menu item invokes a sub-level of menu, containing 11 different forms. The forms under this menu item are: Forms 6251, 6252, 8283, 8396, 8582, 8606, 8615, 8814, 8815, 8828 and 8829. E - Print Invoice - This menu item allows you to pick a printer device (lpt1, lpt2, etc.), and then generates a raw data form, an invoice, an attachment page and a legal notice. F - Create Data Collection Diskette - This menu item allows you to create a Data Collection Diskette. Please do not run this option until you are completely through trans- ferring your tax information to this software package. G - Display Rate Information - This menu item will display the rate information pertaining to actually filing your tax return electronically. H - Reinitialize Database - WARNING!!!! - Do not use this option unless you are absolutely sure that you wish to wipe out all of your tax return information from the databases. The menu item will completely wipe out your tax information from the various forms/schedules/databases that are associated with this software package. It is useful if you have inputted erroneous information into the software package. I - Help! - This menu item will display a short help screen. X - Exit - This menu item will exit back to the previous menu level. Third Level Menus, From Selection B Above At the top of the first Third Level Menu is the legend "Forms and Schedules, Part 1". You may pick a menu item by its letter, or move the arrow keys to highlight a menu option and then press the ENTER key. Please have your filled-out tax forms next to you when you are filling out the electronic version of the forms/schedules listed on this level of menu. Here is a description of this third level menu items. A - Form 1040 - IRS Form 1040 - U.S. Individual Income Tax Return B - Form 1040A - IRS Form 1040A - U.S. Individual Income Tax Return C - Form 1040EZ - IRS Form 1040EZ - Income Tax Return for Single Filers with No Dependents D - Form W-2 - IRS Form W-2 - Wage and Tax Statement 1993 E - Form W-2G - IRS Form W-2G - Certain Government Payments F - Schedule A - IRS Schedule A - Itemized Deductions G - Schedule B - IRS Schedule B - Interest and Dividend Income H - Schedule C (Long Form) - IRS Schedule C (Long Form) I - Schedule C-EZ (Short Form) - IRS Schedule C-EZ (Short Form) Net Profit From Business (Sole Proprietorship) J - Schedule D - IRS Schedule D - Capital Gains and Losses K - Schedule E - IRS Schedule E - Supplemental Income and Loss (From rental real estate, royalties, part- nerships, estates, trusts, REMICs, etc.) L - Schedule EIC - IRS Schedule EIC - Earned Income Credit M - Schedule F - IRS Schedule F - Profit or Loss From Farming N - Schedule R - IRS Schedule R - Credit for the Elderly or the Disabled O - Schedule SE (Long From) - IRS Schedule SE (Long Form) Self-Employment Tax P - Schedule SE (Short Form) - IRS Schedule SE (Short Form) Self-Employment Tax Q - Schedule 1 - IRS Schedule 1 - Interest and Dividend Income for Form 1040A Filers R - Schedule 2 - IRS Schedule 2 - Child and Dependent Care Expenses for Form 1040A Filers S - Schedule 3 - IRS Schedule 3 - Credit for the Elderly or the Disabled for Form 1040A Filers T - Form 1099-R - IRS Form 1099-R - Distributions From Pensions, Annuities, Retirement or Profit- Sharing Plans, IRAs, Insurance, Contracts, etc. X - Exit - Exits back to the second menu level. Third Level Menus, From Selection C in the Second Level Menu Above At the top of the second Third Level Menu is the legend "Forms and Schedules, Part 2". You may pick a menu item by its letter, or move the arrow keys to highlight a menu option and then press the ENTER key. Please have your filled-out tax forms next to you when you are filling out the electronic version of the forms/schedules listed on this level of menu. Here is a description of this third level menu items. A - Form 1116 - IRS Form 1116 - Foreign Tax Credit - Individual, Fiduciary, or Nonresident Alien Individual B - Form 2106 - IRS Form 2106 - Employee Business Expenses C - Form 2119 - IRS Form 2119 - Sale of Your Home D - Form 2210 - IRS Form 2210 - Underpayment of Estimated Tax by Individuals and Fiduciaries E - Form 2210F - IRS Form 2210F - Underpayment of Estimated Tax by Individuals and Fiduciaries F - Form 2441 - IRS Form 2441 - Child and Dependent Care Expenses G - Form 3903 - IRS Form 3903 - Moving Expenses H - Form 4136 - IRS Form 4136 - Credit for Federal Tax Paid on Fuels I - Form 4137 - IRS Form 4137 - Social Security and Medicare Tax on Unreported Tip Income J - Form 4255 - IRS Form 4255 - Recapture of Investment Credit (Including Energy Investment Credit) K - Form 4562 - IRS Form 4562 - Depreciation and Amortization (Including Information on Listed Property) L - Form 4684 - IRS Form 4684 - Casualties and Thefts M - Form 4797 - IRS Form 4797 - Sales of Business Property (Also Involuntary Conversions and Recapture Amounts Under Desctions 179 and 280F) N - Form 4835 - IRS Form 4835 - Farm Rental Income and Expenses O - Form 4952 - IRS Form 4952 - Investment Interest Expense Deduction P - Form 4970 - IRS Form 4970 - Tax on Accumulation Distribution of Trusts Q - Form 4972 - IRS Form 4972 - Tax on Lump-Sum Distributions R - Form 5329 - IRS Form 5329 - Return for Additional Taxes Attributable to Qualified Retirement Plans, Annuities, and Modified Endowment Contracts S - Form 6198 - IRS Form 6198 - At-Risk Limitations X - Exit - Exits back to the second menu level. Third Level Menus, From Selection D in the Second Level Menu Above At the top of the third Third Level Menu is the legend "Forms and Schedules, Part 3". You may pick a menu item by its letter, or move the arrow keys to highlight a menu option and then press the ENTER key. Please have your filled-out tax forms next to you when you are filling out the electronic version of the forms/schedules listed on this level of menu. Here is a description of this third level menu items. A - Form 6251 - IRS Form 6251 - Alternative Minimum Tax - Individuals B - Form 6252 - IRS Form 6252 - Installment Sale Income C - Form 8283 - IRS Form 8283 - Noncash Charitable Contributions D - Form 8396 - IRS Form 8396 - Mortgage Interest Credit (For Holders of Qualified Mortgage Credit Certificates Issued bu State or Local Governmental Units or Agencies) E - Form 8582 - IRS Form 8582 - Passive Activity Loss Limitations F - Form 8606 - IRS Form 8606 - Nondeductible IRA Contributions, IRA Basis, and Nontaxable IRA Distributions G - Form 8615 - IRS Form 8615 - Tax for Children Under Age 14 Who Have Investment Income of More Than $1,200 H - Form 8814 - IRS Form 8814 - Parent's Election to Report Child's Interest and Dividends I - Form 8815 - IRS Form 8815 - Exclusion of Interest From Series EE U.S. Savings Bonds Issued After 1989 (For Filers With Qualified Higher Education Expenses) J - Form 8828 - IRS Form 8828 - K - Form 8829 - IRS Form 8829 - Expenses for Business Use of Your Home X - Exit - Exits back to the second menu level. Section V. Payment While this software is free, and it doesn't really cost you anything to use this package, you will, most likely, want to actually file your tax information to the IRS. You cannot do this directly as a taxpayer (If you could, we wouldn't have written this package!). You will be creating a data collection disk, which you will be mailing back to us, along with several forms that are printed on your printer. We do charge for filing your return to the IRS. The fees, we think, are nominal compared to other tax-related service companies. We accept Visa, Mastercard, money orders, cash, personal and business checks. The fee schedule is as follows: Form Price Schedule Price 1040EZ 15.95 All 2.00 1040A 17.95 1040 19.95 W-2's FREE! All Others 5.00 Texas Residents please add 7.5% tax to your total. Please make the check out to: Electronic Filing Group Section VI. Errata A. Refund Delay Conditions - the following was taken directly from IRS publication 1346 and is provided for your convenience. The following conditions may delay refunds and/or change refund amounts: 1. Taxpayer owes back taxes, either individual or business (refund offset). 2. Taxpayer owes deliquent child support (refund offset). 3. Taxpayer has certain deliquent federal debit, such as student loans, etc. (refund offset). 4. The last name and social security number of the primary taxpayer must be the same as on last year's return or the return will be delayed at least one week for rematching. It is strongly suggested that you use the name ans ssn as it appears on the mailing label of the tax package. 5. The Estimated Tax payments reported on the return do not match the ES Tax Payments recorded on the IRS master file. This generally occurs when: (a) the spouse made separate payments and filed a joint return or vice versa; or (b) the return was filed before the last ES payment was credited to the account. 6. The taxpayer has a Schedule E claiming a deduction for a questionable tax shelter. 7. The taxpayer is claiming a blatantly unallowable deduction. 8. The taxpayer is filing a tax return for the first time as a Primary taxpayer and is requesting a Direct Deposit of the tax refund. Taxpayers who have previously filed a tax return as a spouse or whose last name has changed since filing a tax return is considered a "First Time Filer". B. Dollar Values The IRS does not accept decimals in its computer centers, so please round up or down, depending on the amount. You usually have twelve digits in a field to represent a number, and you may include a negative sign (-) in your entry. C. Check Boxes in Forms There are many places on forms/schedules for check boxes. A check box is usually used to hold an "X", and is usually referenced by a line number corresponding to the form's line number. There are also YES/NO answer blocks. You may put a Y or y for "Y", or N or n for "N". D. Last entry on a form/schedule You will need to be careful on the last entry line of any form or schedule. If you need to make corrections in the computer data, use the arrow keys BEFORE you enter the last value for the last entry on a form/schedule. Once you enter the last value for the last entry and press the ENTER key, the data input screen for that particular form/schedule will terminate, save your data, and return you to the menu screen that called the form/ schedule. Section VII. Appendix This Appendix will not have the usual "find it on page 3" type of entries in it. Rather, there will be some explanations written in this section. How to reach us: USMAIL: Electronic Filing Group P.O. Box 270539 Houston, TX 77277-0539 FAX: 713-666-2533 VOICE: 713-662-3403 MODEM: Call our voice # during Tax Season for the Modem #. Other Shareware products ETF1099 Electronic Tax Filing for the 1099 series of Tax Forms. These include the following forms: Form 1098, Form 1099-DIV, Form 1099-G, Form 1099-INT, Form 1099-MISC, Form 1099-PATR, Form 1099-R, Form 5498, Form 1099-A, Form 1099-B, Form 1099-OID, Form 1099-S and Form W-2G. ETF93BBS A BBS-Door version of the ETF93 package, to be run and administered by BBS-sysops. If you are sysop and wish to run this software, you need to file form 8633 with the IRS immediately. If you are a BBS Sysop, please give us a call for more information. 1099BBS A BBS-Door version of the ETF1099 software package. If you are a BBS Sysop, please five us a call for more information. Section VII.a. Definitions Acronym Section AGI - Adjusted Gross Income AMT - Alternative Minimum Tax CGD - Capital Gains Distribution DB - Defined Benefit EIN - Employer Identification Number LSD - Lump Sum Distribution MRD - Multiple Recipient Distribution ND - Nominee Distribution OID - Original Issue Discount PAL - Passive Activity Loss PECF - Presidential Election Campaign Fund PYA - Prior Year Amount PYE - Prior Year Expense SC - Spousal Consent SSAN - Social Security Number SSN - Social Security Number STM - Statment TIN - Taxpayer Identification Number Section VII.b. Statements A Statement, for both the IRS and this program, is used to give more information than there is room for in the line in question. This program provides for statement records. The following forms/schedules use statements: Form/Schedule Line #'s for Statements Form 1040 (none) - Overseas Extension Explanation 7 - Non-W2 Disability Payment Explanation 22 - Type of Other Income 29 - Recipient Social Security Number 30 - Other Adjustments Literal 53 - Other Tax Literal 55 - Estimated Payment Name Change 7 - Non-W2 Disability Payment Explanation Form 1040A (none) - Overseas Extension Explanation 28b - Estimated Payment Name Change Form 1040EZ (none) - Overseas Extension Explanation Schedule A 7 - Other Taxes Type 9a - Form 1098 Explanation 9b - Recipient Name 19 - Unreimbursed Employee Business Expenses Description 20 - Other Expenses Type (1) 25 - Other Expense Type Schedule B 1 - Seller Financed Mortgage Name 1 - Interest Payer 1 5 - Dividend Payer 1 Schedule C (Long Form) F(3) - Type of Other Method G(3) - Other Method Explanation H - Change Inventory Method Explanation 16 - Form 1098 Name/Address 25 - Other Expense Type 1 Schedule D 20(a)1 - Short Term Property Description 4 22(a)1 - Long Term Property Description 4 Schedule E 12 - Form 1098 Name/Address A-18-1 - Other Description 1 27A(a) - Partnership / S-Corporation Name A 27A(g) - Partnership / S-Corporation Passive Form 8582 Loss 32A(a) - Estate/Trust Name A 32A(c) - Passive Form 8582 Loss 37(a) - REMIC Name Schedule EIC 5 - Type of Nontaxable Earned Income Schedule F 7a - Commodity Credit Loans Explanation 8c - Election to Defer Explanation 23a - Form 1098 Name/Address 23b - Interest Not on Form 1098 34a - Other Expenses Explanation 1 41a - Commodity Credit Loans Explanation Schedule 1 1 - Seller Financed Mortgage Name 1 - Interest Payer 1 5 - Dividend Payer 1 Schedule 2 1(a) - Name of Care Provider 1 1(c) - SSN/EIN 1 1(c) - SSN/EIN 2 10 - Prior Year Expense Explanation Form 1116 (none) - Conversion Rate Explanation 8 - Foreign Audit Statement 10 - Carryback/Carryover Explanation 12 - Foreign Tax Reduction Explanation 15 - Adjustments Explanation Form 2210 20 - Waiver Explanation / Short Method 36 - Waiver Explanation Form 2441 1(a) - Name of Care Provider 1 1(c) - SSN/EIN 1 1(c) - SSN/EIN 2 10 - Prior Year Expense Explanation Form 4137 (none) - Employer's Name 1 Form 4255 A - Property Description (1) 3A - Cost or Other Basis (1) Form 4562 6(a)-1 - Class of Property 1 14a(c) - 3 Year Cost 14b(c) - 5 Year Cost 14c(c) - 7 Year Cost 14d(c) - 10 Year Cost 14e(c) - 15 Year Cost 14f(c) - 20 Year Cost 14g(b)1 - Residential Rental Property Date in Service 1 14h(c)1 - NonResidential Real Property Date in Service 1 17 - Section 168(f)(1) Property Explanation 18 - ACRS Explanation 23(a)1 - Description 1 / Over 50 % 24(a)1 - Description 1 / Less than or equal to 50 % 27(a) - Business Miles 1 31(a) - Vehicle Available YES 39(a)1 - Description of Costs 1 Form 4684 1A - Property Description A (1) 4A - Gain from Casualty or Theft (1) 19A - Property Description A (1) 22A - Gain from Casualty or Theft (1) 29(a) - Short Term - Casualty or Theft Description (1) 34(a) - Long Term - Casualty or Theft Description (1) Form 4797 2a(1) - Property Description 1 2f(1) - Cost / Other Basis 1 11a(1) - Property Held Description 1 11f(1) - Cost / Other Basis 1 21(A) - Property Description (1) 24(A) - Depreciation Allowed (1) 27a(A) - Depreciation for Property (1) 28a(A) - Additional Depreciation After 12/31/75 (1) 28e(A) - Applicable Percentage Amount (1) 29a(A) - Soil Water Land Clearing Expense (1) 30a(A) - Intangible Drilling & Development Costs Deducted After 12/31/75 (1) 31a(A) - Applicable Percentage Excluded From Income (1) 38a - Section 179 Expense Deduction Form 4835 4a - Commodity Credit Loans Explanation 5c - Election to Defer Explanation 19a - Form 1098 Name / Address 30a - Other Expenses Description a Form 5329 15 - Waiver Explanation Form 6198 2c - Other Gain / Loss Type Form 6252 29e - Explanation of Disposition Not to Avoid Tax Form 8283 1A(a) - Donee Organization A 1A(c) - Contribution Date A 2a - Property ID Letter 2c - City, State, Zip 5A(a) - Description of Property (A) 5A(e) - How Acquired (A) Form 8582 W1 - Name of Activity 1 W2 - Name of Activity 1 W3 - Name of Activity 1 W4 - Name of Activity 1 W5 - Name of Activity 1 W6-1 - Form or Schedule Name 1 Form 8814 1a - Tax Exempt Literal 1a - Nominee Distribution Literal 1a - Non-Taxable Literal Form 8815 1(a)1 - Eligible Enrollee Name 1 1(a)2 - Eligible Enrollee Name 2 1(a)3 - Eligible Enrollee Name 3 1(a)4 - Eligible Enrollee Name 4 Section VIII. Thanks and Kudos This program would not have been possible without the aid of some very interesting IRS personnel. Most people think that dealing with the IRS is a very painful and tedious process; luckily I only had to endure JUST two days worth of dumb looks and shoulder shrugs. The rest of the time the people were great. Here's some of the names: Austin Service Center Ruth & Gwen - helped with all of the "logic" of the various fields. DC National Office Dan Solari - provided an electronic version of the 8453 to me FEDEX overnight! Ruth Rodriguez - knew all the right people to go to for answers to my questions.