123 Tax Prep. Online tax preparation and 1040 e-filing for free.

<body background="img/jpg/bgcolor.jpg" bgcolor="#857565" text="#ffffff" link="#EF9C00" vlink="#EF9C00"> <center> <table width="600" border="0" cellpadding="0" cellspacing="0"> <tr> <td align="left"> <table width="600" border="0" cellpadding="0" cellspacing="0"> <tr> <td width="153" height="75" align="left"><img src="img/jpg/logo.jpg" width="153" height="75" border="0"></td> <td width="447" align="center"><font face="arial" size="4"><b> Quick Overview and Step by Step Instructions</b></font></td> </tr> <tr> <td colspan="2"> <br><form method=post action="https://www.filesafe.net/cgi-bin/remcgi" target="_top"><input type=hidden name=savedatafile><input type=hidden name=newformfile value="/usr/home/www/filesafe.net/fssetupx.htm"><input type=hidden name=vblIDNO value="05D6"><input type=hidden name=vblHOMEURL value="123TAXPREP.COM"><input type=hidden name=vblCOMPNAME value="123TaxPrep"><input type=hidden name=vblDARKCOLOR value="blue"><input type=hidden name=vblLIGHTCOLOR value="lightgray"> <table bgcolor="#433936" border="0" width="600" height="14" cellpadding="0" cellspacing="0"> <tr> <td width="200" height="14" align="center" valign="middle" onmouseover="this.style.backgroundColor='#624326'" onmouseout="this.style.backgroundColor='#433936'" bgcolor="#433936"><input type=image src="img/gif/acc.gif" width="140" height="14" border="0"></td></form> <td width="200" height="14" align="center" valign="middle" onmouseover="this.style.backgroundColor='#624326'" onmouseout="this.style.backgroundColor='#433936'" bgcolor="#433936"><font size="2" face="verdana,arial"><b><a href="security.html" target="_top">Security</a></b></font></td> <td width="200" height="14" align="center" valign="middle" onmouseover="this.style.backgroundColor='#624326'" onmouseout="this.style.backgroundColor='#433936'" bgcolor="#433936"><font size="2" face="verdana,arial"><b><a href="taxlinks.html" target="_top">Tax Related Links</a></b></font></td> </tr> <tr> <td width="200" height="14" align="center" valign="middle" onmouseover="this.style.backgroundColor='#624326'" onmouseout="this.style.backgroundColor='#433936'" bgcolor="#433936"><font size="2" face="verdana,arial"><b><a href="https://www.filesafe.net/123TaxPrep" onMouseOver="window.status='Member Login'; return true" onMouseOut="window.status=' '">Member Login</a></b></font></td> <td width="200" height="14" align="center" valign="middle" onmouseover="this.style.backgroundColor='#624326'" onmouseout="this.style.backgroundColor='#433936'" bgcolor="#433936"><font size="2" face="verdana,arial"><b><a href="pricing.html" target="_top">Pricing</a></b></font></td> <td width="200" height="14" align="center" valign="middle" onmouseover="this.style.backgroundColor='#624326'" onmouseout="this.style.backgroundColor='#433936'" bgcolor="#433936"><font size="2" face="verdana,arial"><b><a href="faq.html" target="_top">F.A.Q.</a></b></font></td> </tr> </table> <br> <p><font face="verdana,arial" size="2">First, you'll want to get your account number from Setup. Then you can Login and start your tax return data entry. Instructions are in the system, including IRS instructions, available through the "Help" button. You might want to print this page for a quick reference and to use as a check list.</font></p> <p><font face="verdana,arial" size="2"><b>The quick basics are these....</b></font></p> <ol> <li><font face="verdana,arial" size="2">Fill in your basic information worksheet <b>completely</b>. This is the first form you will come to when you first enter your return. After it is complete, click on the "Forms/Menu" button on the bottom button bar. Remember to always <b>use the bottom button bar to navigate</b> in your return in order to make sure you are saving your data.</font></li> <li><font face="verdana,arial" size="2">Remember to always <b>wait for the alert box</b> which pops up on each form to say that it has loaded completely. If you do not wait for this indicator, your page may not load completely and you will encounter errors.</font></li> <li><font face="verdana,arial" size="2"><b>Fill in your W2s and other income forms</b> (W2g, 1099R) if you have any. Complete your Schedule 1 or Schedule B form if you have any interest income. You need to fill in these forms to file your return electronically, and to make sure that subsequent calculations will move income and withholding amounts properly to the 1040.</font></li> <li><font face="verdana,arial" size="2"><b>Use whole numbers only!</b> You can avoid any rounding errors by entering numbers which are already rounded to the nearest dollar. The IRS wants only whole dollars in returns which are filed electronically.</font></li> <li><font face="verdana,arial" size="2">Fill in any expense forms you may need for child care or other personal deductions such as Schedule 2 or Form 2441 or Schedule A.</font></li> <li><font face="verdana,arial" size="2"><b>Calculate your return</b> along the way to move information from the basic information worksheet to other forms by clicking on the "Calc" button. This calculates the entire tax return as you have enterred it so far, not just one form. It will even create forms for you such as the EIC or the SE or 2210.</font></li> <li><font face="verdana,arial" size="2"><b>You can override</b> those fields that the calculation creates if you believe it to be necessary. The most commonly used forms will have input fields highlighted with a different color. The other fields on the form will be created by calculation. You can override a field, that is to say, you can force the contents of a field, by putting an asterisk "*" in front of the value as in "*95" instead of "95". <b>Remember to enter only whole dollars.</b></font></li> <li><font face="verdana,arial" size="2"><b>Go to your 1040EZ, or 1040A, or 1040 <i>LAST</i></b>. The program will have created one for you by this time. Review your 1040 to make sure you have enterred all information and everything is complete and ready to go. <br><b>IMPORTANT</b> You MUST click on the Jurat/Disclosure link near the bottom of your Form 1040/1040A/1040EZ and put in at least your birthdate(s) and the signature date (date of filing) to efile your return. <b>If you have an ECN</b> you will want to enter it on this statement.</font></li> <li><font face="verdana,arial" size="2">If you want to file your return electronically, go back to the Forms/Menu and click on the "Validate/File Return" button. The program will step you through the process.</font></li> </ol> <p><font face="verdana,arial" size="2"><b>In a little more detail...</b></font></p> <p><font face="verdana,arial" size="2">There are differences between filing a paper return and filing an electronic record. Principally, all the information from source documents is entered on screens provided in the program, whereas on a paper return, some of these documents are attached to the form you mail in. The following are some examples:</font></p> <p><font face="verdana,arial" size="2">With the paper return, you attach your Form(s) W-2 to the front of the Form 1040. In the electronic return, you must enter the information on the Form(s) W-2 in the electronic record. This is accomplished by using the Form W-2 located in Other Forms selection on the form screen.</font></p> <p><font face="verdana,arial" size="2">There are special considerations applicable to the Form(s) W-2. The Form W-2 is considered as a STANDARD form if it is computer generated and has no alterations or changes. If it is typed, hand written, or altered in any way, it is considered non-standard.</font></p> <p><font face="verdana,arial" size="2">If your address on the Form W-2 is different than your address on the Form 1040, you must enter what is shown on the Form W-2.</font></p> <p><font face="verdana,arial" size="2">Although you attach the Form(s) W-2 and 1099-R to the Form 8453OL, which you must mail to the IRS, these documents arrive at the IRS after your electronic return has been processed, and the paper documents become back-ups to the electronic return.</font></p> <p><font face="verdana,arial" size="2">The above is also true for the Form(s) 1099-R.</font></p> <p><font face="verdana,arial" size="2">There is an exception, and that is for Form(s) 1099, other than the Form 1099-R. For example, Form 1099 MISC is entered on the applicable form as indicated by the box in which your earnings are posted. If there is an entry in box 7, non-employee compensation, you enter that on a Schedule C or Schedule C-EZ. If it indicates you received rental income then it should be entered on Schedule E, and so forth. The data on Form(s) 1099 INT and 1099 DIV is entered on Schedule B. Information from K-1's is entered on Page 2 of the Schedule E.</font></p> <p><font face="verdana,arial" size="2">The complete IRS instructions are only a mouse click away, and we recommend you review the applicable areas if you have any doubts.</font></p> <p><font face="verdana,arial" size="2">On the electronic filing screens, you will notice special "literal" fields. These literals are the same ones that are in the IRS instructions for specific situations. These are generally described in the instructions as "write on the dotted line to the left of the line number. Most people who fall into these special situations are aware of the requirements and know what to do with the information. If it is foreign to you, you probably don't have to concern yourself with it and should leave those fields blank.</font></p> <p><font face="verdana,arial" size="2">We recommend that you avoid over-riding fields, especially on the Form 1040, 1040A, or 1040EZ, because in most cases this will cause a reject condition. The exception is if you have interest income of $400 or less, you do not require a Schedule B and should override the field at line 8a of the Form 1040, for interest income, or line 9 of the Form for dividend income.</font></p> <p><font face="verdana,arial" size="2">There exists a rule that if the data is insignificant to the return, you should not enter the data. For example: If your itemized deductions are less than your standard deduction, then do not enter any data on the Schedule A, unless you are required to do so because of the rule about married filing separate and one spouse itemizes. If the Schedule A is not required, then Form 2106 is not required, since it feeds directly to the Schedule A. This is true of other Forms that feed to the Schedule A, such as Form 8283, Form 4684, etc. However, you may enter the data in all those Forms in order to see if they do affect your itemized deductions. If they do not, then make sure you delete the applicable Forms before submitting your return.</font></p> <p><font face="verdana,arial" size="2">Caution: If you live in a community property states you cannot file a return electronically if your filing status is "3," married filing separate.</font></p> <p><font face="verdana,arial" size="2"><b>Step by Step...</b></font></p> <p><font face="verdana,arial" size="2">The recommended method of entering the data for our program is very simple:</font></p><br> <p><font face="verdana,arial" size="2"><b>1.</b> Gather all your source documents (W-2's, 1099's, etc.).</font></p> <p><font face="verdana,arial" size="2"><b>2.</b> Select the necessary input screen from the "Other Forms" menu.</font></p> <p><font face="verdana,arial" size="2"><b>3.</b> Enter the data.</font></p> <p><font face="verdana,arial" size="2"><b>4.</b> Validate the Form.</font></p> <p><font face="verdana,arial" size="2"><b>5.</b> "Calc" the return.</font></p> <p><font face="verdana,arial" size="2"><b>6.</b> After all the data has been entered on the necessary forms, and the return has been calculated, open the applicable Form 1040, Form 1040A, or Form 1040EZ and review the data on the form. If there is omitted information then go back to the applicable Form or Schedule and enter the information. Again validate that Form or Schedule and "Calc" the return.</font></p> <p><font face="verdana,arial" size="2"><b>7.</b> Once you are certain your return is correct, file it. You will be advised by email that your return has been processed by FileSafe and that it will be transmitted to the IRS.</font></p> <p><font face="verdana,arial" size="2"><b>8.</b> After the acknowledgement is received from the IRS (within 48 hrs) you will receive email that will indicated if your return was accepted or rejected. If it is rejected, you will be informed of the specific area that caused the rejection. Once you correct the required information, re-submit the return.</font></p> <p><font face="verdana,arial" size="2">Caution: Once you have submitted your return and it has been accepted by the IRS, there is no way you can change it electronically. If you discover an omission or that you submitted incorrect data, the only way to correct it is by using a Form 1040X, amended return, and that must be mailed in paper form.</font></p> <p><font face="verdana,arial" size="2"><b>9.</b> When you receive email that indicates your return was accepted by the IRS, you must print the Form 8453 OL, sign it, attach your Form(s) W-2, Form(s) 1099-R, to the front of the Form 8453 OL and staple to the back of the form any of the following paper documents, if applicable: Form 2120, Multiple Support Declaration; A physician's statement, as required, to support an entry on Schedule R or Schedule 3; A proof of blindness certification from a physician or registered optometrist; Form 8283, Noncash Charitable Contributions (Appraisal Summary); Form 8332, Release of Claim to Exemption for Child of Divorced or Separated Parents and; Form 2848, Power of Attorney and Declaration of Representative.</font></p> <p><font face="verdana,arial" size="2"><b>10.</b> Mail the Form 8453 OL, with attachments, to the IRS. If you have used your ECN as issued by the IRS where requested in the system, you will not need to mail in a Form 8453OL.</font></p> <p><font face="verdana,arial" size="2"><b>11.</b> Don't hesitate to use the help screens and links to the IRS instructions. Remember, you are preparing a very important financial document and should use all the help available to you. Try to make certain you include all your income, from all sources, and take all the deductions that are legally yours.</font></p> <p><font face="verdana,arial" size="2"><b>12.</b> Be aware that many Forms are created automatically by the program based on data that you input from your source documents. For example: Schedule SE will be created if you have income from a Schedule C. Schedule EIC will be created if your earnings and other criteria justify the Form.</font></p> <p><font face="verdana,arial" size="2"><b>13.</b> If you have specific questions about the operation of the program, or encounter a problem, send us email and describe in detail which Form you were on, what you did, and what the error is. Also, make sure you let us know who you are, your account number and social security number, and your email address, all of which we need if we are to look at your submitted return and located a specific problem. <b><a href="mailto:webmaster@123taxprep.com">contact@123taxprep.com</a></b></font></p> </td> </tr> <tr> <td colspan="2" align="center"><br><font face="verdana,arial" size="3"><b><a href="javascript:onclick=history.back()">Go Back</a></b></font><br></td> </tr> </table> </td> </tr> <tr> <td><br> <center> <table border="0" width="483" height="80" cellpadding="0" cellspacing="0"> <tr> <td width="21" height="30" valign="top"><img src="img/gif/blank.gif" width="21" height="1" border="0" alt=""></td> <td width="12" height="30" valign="top"><img src="img/jpg/m_left_top.jpg" width="12" height="30" border="0" alt=""></td> <td width="117" height="30" align="left" valign="bottom" background="img/jpg/m_bgcolor.jpg"><a href="overview.html"><font face="helvetica,arial,verdana" size="4"><b>Tax Prep</b></font></a></td> <td width="183" height="30" align="center" valign="bottom" background="img/jpg/m_bgcolor.jpg"><a href="security.html"><font face="helvetica,arial,verdana" size="4"><b>Security</b></font></a></td> <td width="141" height="30" align="center" valign="bottom" background="img/jpg/m_bgcolor.jpg"><a href="taxlinks.html"><font face="helvetica,arial,verdana" size="4"><b>Tax Related Links</b></font></a></td> <td width="12" height="30" valign="top"><img src="img/jpg/m_right_top.jpg" width="12" height="30" border="0" alt=""></td> <td width="21" height="30" valign="top"><img src="img/gif/blank.gif" width="21" height="1" border="0" alt=""></td> </tr> <tr> <td width="21" height="20" valign="top"><img src="img/jpg/m_l_c.jpg" width="21" height="20" border="0" alt=""></td> <td width="465" height="20" valign="top" colspan="5"><table background="img/jpg/m_bg.jpg" border="0" width="465" height="20" cellpadding="0" cellspacing="0"><tr><td><img src="img/gif/blank.gif" width="465" height="1" border="0" alt=""></td></tr></table></td> <td width="21" height="20" valign="top"><img src="img/jpg/m_r_c.jpg" width="21" height="20" border="0" alt=""></td> </tr> <tr> <td width="21" height="30" valign="top"><img src="img/gif/blank.gif" width="21" height="1" border="0" alt=""></td> <td width="12" height="30" valign="top"><img src="img/jpg/m_left_btm.jpg" width="12" height="30" border="0" alt=""></td> <td width="117" height="30" align="left" valign="top" background="img/jpg/m_bgcolor.jpg"><a href="tax_help.html"><font face="helvetica,arial,verdana" size="4"><b>Tax Help</b></font></a></td> <td width="183" height="30" align="center" valign="top" background="img/jpg/m_bgcolor.jpg"><a href="pr.html"><font face="helvetica,arial,verdana" size="4"><b>Pricing</b></font></a></td> <td width="141" height="30" align="center" valign="top" background="img/jpg/m_bgcolor.jpg"><a href="tax_faq.html"><font face="helvetica,arial,verdana" size="4"><b>F.A.Q.</b></font></a></td> <td width="12" height="30" valign="top"><img src="img/jpg/m_right_btm.jpg" width="12" height="30" border="0" alt=""></td> <td width="21" height="30" valign="top"><img src="img/gif/blank.gif" width="21" height="1" border="0" alt=""></td> </tr> </table> </center> </td> </tr> </table> </center> </body>