Module Knowledge Check
Student:
Wang, Kent
SCORE:
87%
PASSED
What three choices appear on a select number of fields on Schedule EIC?
Yes, No, Unknown
Yes, No, Did Not Ask
Yes, No, Maybe
XX Yes, No, Does Not Apply
Which screen has an Open or Begin Return button?
XXBlockWorks Home
Tax History
Personal Information
Welcome to H&R Block
What field is mandatory on the Personal Information input pane?
Citizenship
E-mail address
XXSSN valid for work (Wrong Answer)
Election Fund choice
What EIC diagnostic appears if a client doesn't qualify for EIC due to income?
A purple diagnostic appears.
XXNo EIC diagnostics will appear.
"This client no longer qualifies for EIC based on income."
None of the above.
There are two steps to entering child and dependent care expenses in BlockWorks. What is the first step?
XXEnter expenses in the Dependent Information pane.
Enter details on Form 2441.
Add a line on Form 2441.
None of the above
How do you get the pop-up screen to enter details about interest or dividend income?
XXChoose More.
Choose Add Line.
Choose Add New.
Click the plus sign
How many steps are there to entering interest or dividend income?
1
2
XX3
4
On which Add Forms and Schedules tab can you add a 1098-T to the return?
On the Income tab
On the Adj & Ded tab
XXOn the Info Docs tab
On the Misc tab
What two fields will you have to enter twice for the spouse on the Personal Information pane?
XXSSN and DOB
SSN and citizenship
DOB and citizenship
Claimable as a dependent and DOB
What has to be provided to the client before you can proceed past the Welcome to H&R Block! screen?
XXPrivacy Policy
Client Service Agreement
Your business card
A beverage
How do you add a form or schedule to a return in BlockWorks?
XXChoose the form on Add Forms and Schedules. (Wrong Answer)
Click a blue link with the form name you want to add.
Use search to find the form and select it.
All of the above.
How many steps are required to correctly complete Form 2441 - Child and Dependent Care Expenses?
3
4
XX2
1
Information entered on the Form 2442 - Persons or Organizations Providing Care input pane for child care carry to which part of the 2441?
Part II
XXPart I
Part III
Part IV
When student loan interest is added to a return, what form is placed in the Forms pane?
1098-E
Schedule B
XX1040 Pg 1
Schedule EIC/8867
What information defaults when the Federal Wages are entered on the W-2 detail input pane?
SS wages and taxes
Medicare wages
Medicare taxes
XXAll of the above
COURSE CLASS QUIZs
What’s the preferred method for moving between fields? Tap Key
How can you enter the checkmark in the Privacy Policy box without using your mouse? Navigate to the box using tab, then press Space Bar to enter the checkmark!
What screen is next? According to the flow detailed in the Forms Pane, the next screen we see is the Personal Information screen!
What information can be entered only on Leo’s Personal Information pane: SSN valid for work, citizenship, email
What entry on the W-2 pane will cause the correct name and address for the employee to appear? Ownership Code
What three choices appear on a select number of fields on Schedule EIC? Yes, No, Does Not Apply
Where should substitute W-2 information be entered? At the bottom of the W-2 Entry pane
Do you remember how to get to the next screen without using your mouse? F12
What does a + next to a field mean? Amounts entered in this field will be added to amounts carried from other fields, forms, or schedules!
Which form was added to Carly’s return from the Common Forms tab? 1098-E
Which form was added to Carly’s return using the Income tab? Schedule B
When the student loan interest was added to the return, what form was placed in the Forms pane? 1040 Pg 1
How do you get the pop-up screen to enter details about interest or dividend income? Choose "more"
Which screen has an Open or Begin Return button? BlockWorks Home
What information can you enter on the Personal Information screen but not the Welcome to H&R Block! screen? All
What has to be provided to the client before you can proceed past the Welcome to H&R Block! screen? Privacy Policy
Where can you find more information about processes and procedures in BlockWorks? BlockWorks Knowledge Base
On what screen do you indicate the taxpayer is married and wants to file a joint return? Personal Information
What two fields will you have to enter twice for the spouse on the Personal Information screen? SSN and DOB
On which tab is the 1098-T found? Info Docs tab
Entering child care expenses in BlockWorks is a two-step process.
The first step requires you to enter the dependent care expenses on the Child care (dependent care) expenses line on the Dependent Information pane. Enter the full amount paid by the taxpayer. BlockWorks will apply the limitation.
The second step requires you to enter the child care expenses and additional information on Form 2441.
In order to complete the Form 2441, you must enter child care information on the Form 2441 screen and the expenses on which of the following screens? Dependents
There are two steps to entering a state refund.
First, add the 1099-G to the forms flow and fill it out, including completing the Forms Validation popup.
If you’re not sure if the refund is partially or wholly taxable, your second step is to navigate to page 1 of the 1040 and fill out the worksheet.
You’ll find the 1099-G (called State refund) on the Common tab of the Add Forms and Schedules pane.
When we navigate to Govt Pmts, we get a government payments input pane.
Click the blue Govt Pmts link to open the Form 1099-G – Government Payments input pane.
Any time you’re not sure whether a state refund will be partially or wholly taxable, you should access and complete the Refund Worksheet.
If the worksheet is not used, BlockWorks will include the full amount as income.