Prepping a US Tax Return (W-2 & State) on ProConnect | EPISODE 51 | Borderless Accountants

Описание: Join us for a practical, step-by-step guide on preparing a US individual income tax return from scratch. This session is part of the free US tax preparation course brought to you by The Borderless Accountant.

In this detailed walkthrough, Kelly prepares a Form 1040 for a Head of Household filer with dependents, a W-2, and a New Jersey state return using ProConnect tax software. Learn how to review a prior year's return, set up a new return, input data accurately, and clear diagnostics before filing.

KEY CHAPTERS
0:00:05 - 0:08:07 Introduction to the Free US Tax Preparation Course

0:08:07 - 0:12:11 Reviewing the Prior Year (2023) Tax Return

0:12:11 - 0:17:00 Creating a New Tax Return in ProConnect

0:17:00 - 0:18:26 Entering Client Information, Address, and Filing Status

0:18:26 - 0:24:07 Determining and Entering Dependents

0:24:07 - 0:29:59 Inputting Child & Dependent Care Expenses

0:29:59 - 0:37:34 Entering W-2 Information

0:37:34 - 0:45:55 Reviewing Form 1040 and Tax Credits

0:45:55 - 0:47:55 Preparing the New Jersey (NJ) State Tax Return

0:47:55 - 0:57:38 Entering NJ Property Tax Paid by a Tenant

0:57:38 - 1:07:50 Clearing Diagnostics for E-filing (CLOSING REMARKS)


Any persons, details, and financial info are fictional and are used for educational purposes only.

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