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TSO Answer Set for Certification Exercises
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As of 11/3/2026
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FEDERAL RETURN
NTTC Complete Federal Returns
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GerardHendricksJanischMarshall
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AGI
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Taxable Income
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Total Tax
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Refund/(Owe)
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FEDERAL NOTESNone of the tax exempt interest or exempt interest dividends is from the state being worked on.
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Gerard
Simple exercise, mostly type what you see.
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Investment income, wages, Social Security, plus HSA distribution that reimbursed Medicare premiums.
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New overtime code TT and cash charitable deduction.
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HendricksEducation expenses ($3,950), ed credit. Three generation household. Early IRA distribution (look at using ed expenses to eliminate additional tax on the distribution).
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Janisch
Tips, self-employment, QBI, SEHI, evenly split business mileage. Lifetime Learning Credit.
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Insurance rider $468 is problematic. Don't need a rider for normal driving. NTTC may not allow as business expense though.
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MarshallDFAS retirement does not carry to Form 8880, gambling winnings, itemized deductions, HSA , PMI (watch phase-out), educator expenses on Sch A.
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Financed new car in 2025, Form 1098-VLI.
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VIRGINIA RETURN
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GerardHendricksJanischMarshall
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Additions $ - $ - $ -
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Age Deduction $ - $ - $ -
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Taxable SS $ - $ -
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Other subtractions
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Std/Item Ded
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Exemptions
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Deduction $ -
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Taxable Income
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STA $ - $ - $ -
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Refund/(Owe)
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VIRGINIA NOTES
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All TPs live in Arlington County - 22205
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GerardVA $1 lottery ticket won $10 - do not change federal for this - do state as if this had been in federal
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Paid $48 sales tax on energy efficient appliance
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HendricksNothing special for Virginia.
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Janisch
Has state certificate for gun safe that cost $300
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MarshallDFAS military retirement, charitable miles deduction, contributed $4,500 to one 529 account, paid $2,500 LTC premiums not included on federal return.
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MARYLAND RETURN
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Hendricks
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Additions
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Taxable SS
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Other subtractions
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Std/Item deduction
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Exemptions
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Taxable Income
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Refund/(Owe)
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MARYLAND NOTES
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HendricksLives in Montgomery County - all other 20816; contributed $2,500 to one account under MD College Investment Plan; donated $50 worth of disposable diapers to qualified charity.
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DC RETURN
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Gerard
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Additions
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Taxable SS
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Total subtractions
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Std/Item deduction
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Taxable Income
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Total refundable credits
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Refund/(Owe)
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DC NOTES
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GerardLives in 20015, paid $8,000 real property taxes, contributed $500 to one DC College Savings plan account. Does taking the option to file MFS improve his return?
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WV RETURN
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Janisch
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Subtractions
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Exemptions
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WV Taxable Inc
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Refund/(Owe)
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WV NOTES
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JanischLives in Berkeley County - 25419, contributed $500 to WV Savings Trust Fund, paid $1,500 for LTC that's not included on federal return.
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NC RETURN
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Marshall