Training Home – Understanding Taxes – Exercise 9A

Exercise 9A – Seth W. Wiggins

You should have completed the federal simulation return for Seth Wiggins before starting this exercise. If you have not completed the federal return, you may access and complete the IRS module at http://www.irs.gov/app/understandingtaxes/jsp/s_student_simulations.jsp.

The filing status on Seth's federal return was single. The following information was reported on his return:

Seth's daytime telephone number is 801-245-0000 and his evening number is 801-243-0000

Seth elected to have his federal refund directly deposited into his checking account. If Seth receives a refund, he would like the refund to be deposited directly into his checking account. The bank routing number for his bank is 242222222 and his checking account number is 1022233222.

Seth wants to designate $2.00 of his tax liability to go as a contribution to the election campaign fund and the Democratic Party.

You will need the following forms to complete Seth's Utah individual income tax return:

• Seth's W-2. You need the Utah state wages and state income tax that was withheld from his wages.
• Utah Individual Income Tax Return. Your instructor may provide you with a blank copy of the Utah return or you may complete a fill-in return online Form TC-40.
• 2006 Utah Tax Calculation Worksheet.

If you need to review the step-by-step instructions click here.

When you have completed Seth's return click here to check your work.

If you are ready to complete the next exercise, click below or select any exercise from the index.