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Agena Software Tax Preparation Software

Sample returns

These are the files the software produces when you approve a return: the return as filed on the official IRS form, with every required statement attached, plus the workpapers and filing checklist you keep. Each one was generated by the software itself from a fictional client file.

Every name, address and identifying number is invented. Taxpayer identification numbers start with 000 or 00, which the IRS never issues. Each page is marked “Sample — not for filing.”

Samples illustrate software output using fictitious facts. They are not tax advice and are not endorsed by the IRS.

What every package includes

  • The return as filedThe current official IRS form, filled and flattened, with the statements the instructions require.
  • Preparer workpapersYour answers, the calculations behind each line, warnings you reviewed, and who approved the return.
  • Filing checklistSignatures needed, what to attach, the due date, and where to file.

Samples

First page of sample Form 3520, Part IV gifts from parents abroad

Form 3520

Gifts from parents abroad (Part IV)

A U.S. citizen receives three cash gifts from her parents in India, one of them in rupees. The parents are related donors, so their gifts are added together against the $100,000 threshold.

  • Related donors aggregated for the $100,000 test
  • Rupee gift converted to U.S. dollars, with the rate and its source kept in the workpapers
  • Each gift over $5,000 listed on line 54 with the total
First page of sample Form 3520, Part III default method

Form 3520

Distribution from a nongrantor trust (Part III)

A beneficiary receives $60,000 from a Jersey nongrantor trust without a Foreign Nongrantor Trust Beneficiary Statement, so the default method applies: Schedule A, the Schedule C interest charge, and Form 4970 as a worksheet.

  • Schedule A accumulation distribution
  • Schedule C with the line 51 interest factor calculated by the software
  • Form 4970 worksheet for the throwback tax
First page of sample Form 3520 for a grantor trust owner

Form 3520 + 3520-A

Grantor trust owner with substitute Form 3520-A

The owner of a Jersey grantor trust files Form 3520, Parts II and III. The trust did not file Form 3520-A, so the owner attaches a substitute Form 3520-A and files Form 8082 with her income tax return.

  • Form 3520 Parts II and III for the owned portion
  • Substitute Form 3520-A signed by the owner
  • Form 8082 notice of inconsistent treatment
First page of sample Form 709-NA for a nonresident donor

Form 709-NA

Nonresident donor: U.S. real estate and art

A donor domiciled in France, with no U.S. identifying number, gives a Miami condominium to her daughter and a painting kept in New York to her son. As a nonresident she has no unified credit, so the gift tax table applies above each annual exclusion.

  • Line 3 left blank for a donor without an SSN or ITIN
  • Schedule A with an annual exclusion for each donee
  • Tax from the gift tax table and the adequate-disclosure statement
First page of sample Form 1120-F treaty refund, filed protectively

Form 1120-F

Treaty refund of over-withheld tax, filed protectively

An Irish holding company owns less than 10% of the voting stock of the U.S. companies that paid it dividends, so the 15% portfolio rate of the U.S.–Ireland treaty applies, not the 5% rate for 10% shareholders. Tax was withheld at 30%. It files Form 1120-F to claim the refund and protectively for any effectively connected income.

  • Section I income with treaty rate and tax withheld
  • Treaty-based position and Form 8833 waiver basis
  • Protective filing statement and refund on page 1

See your own client’s return

Enter a return in the workspace and preview it before you pay. Values in the preview are masked until the return is purchased.

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