Schedule A & B
Action taken when the amount on Line 12 of Form 1040 is less than the standard deduction for the year
What is check for:
> Can be claimed as a dependent box checked AND/OR
> Check if married filing separately AND/OR
> Check for Schedule A filed and box 18 marked?
Edit made when Line 31 of Sch C has gain of $434, Sch SE not attached and Statutory Box is checked.
What is RPC "S" & "B"
Bonus: Name one condition for not editing RPC S under these conditions -
No significant T-lines are present on Schedule D....but there is a checkbox marked "Yes"
Do NOT "X" Schedule D
Required numbers on every Schedule SE; if missing or illegible, you can edit from the caption, W-2 or attachments.
What is TIN/EIN?
Return stamped "received April 23rd, 2026" by Ogden IRS, postmarked April 16th, 2026
What is circle the received date and edit "041526"
Bonus Points: Place edited on 2025 returns
Form that is used when an amount of $5001 or more is found on line 5a - 6 of Sch A.....some states are exempt.
What is Form 3471?
What is edit line 7, if positive to line 1 & 3?
Non-Passive Activity is noted near Line 26 of Schedule E
What is edit SPC "A"?
if Line 3 is negative or less than $434, action taken
What is delete Schedule SE?
Taxpayer explains they tried to file on time, but the computer ate his return. Printout found showing "rejected" on 4/14/26. Return stamped received by IRS 5/01/26, postmarked 04/23/26.
What is edit circle received date and edit 041526?
Name 3 amounts if listed on Schedule B Part 1 which are totaled and edited to the left of Line 2
What are:
Nominee Distribution
Accrued Interest
Original Issue Discount
Purchased Interest
Amortizable Bond Premium/ABP Adjustment
Action taken when Line 48 contains entries like Insurance and Office Expense.
What is delete, edit to correct lines on page 1?
Amount of -$11591 for sale of rings and bracelets is noted on Schedule D
What is edit Unallowable Code "92" on Form 3471?
Lines 1a & 2 are both blank
What is edit from Schedules E, F or C, or Schedule 1 line 8z (when included on Schedule SE line 3)?
return is noted in upper left corner "CII" Received date 04/15/26"
What is circle the date, edit to right of Filing Status Single 04/15/26?
Form that is required when line 12 of Schedule A is more than $500
What is 8283?
Bonus: What RPC code is edited?
Double Bonus: What audit code is edited if Line 2 of F8283 and Part 1 of Section B has significant entries in Part 1 in checkbox 2b or Checkbox 2b1 are marked?
Form 8582 is attached or Passive Activity Loss is noted near line 31
What is edit a "1" to the left of line 31?
Only page 2 of Schedule E is present.....no entries, other than a checkbox are marked
What is "X" the page?
W-2 box 4 shows amount of $33,297.42. Line 8d is blank.
What is edit the total wages/tips (Form W-2 boxes 3 &7) to line 8d.
Return is stamped Received by "Ogden IRS 06/16/26". Address in the caption is FPO
What is circle received date, edit 061526 as the received date and CCC "N"?
Action taken when any box on line 7a of Schedule B is marked
What is do NOT "X" Schedule B?
Box 32b is marked and there is a loss of $2031
What is Form 6198 must be present OR if missing, correspond?
Line 40 of Schedule E is blank and Form 4835 shows an amount of $32,500
What is edit $32,500 to line 40 of Schedule E?
Farmer John has an entry on Line 15 of $5351. Nothing on 17.
What is edit SE Method Code "2" on the bottom center margin.
What is edit received date of 2/02/26? (assuming today is 2/12/26)