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Entering information on Form 433-A in Miscellaneous package

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📊 Step-by-Step Guide

Step 1: Page 1

Use this when you need to enter the initial taxpayer/spouse/joint selection and handle any shortened name/address.

• You must mark either T for taxpayer, S for spouse, or J for a joint return.
• Information is then carried over from the Main Information Sheet.
• Fill in the applicable lines.
• 
  If the box at the top of the form is highlighted, the name or address from the Main Information Sheet has been shortened because there is not enough space on the form to print all the information.
  • Select the check box if changes are needed to make the name/address valid and make the necessary changes.
  • If no changes are needed, press F3 on the entries to turn off the red.
• Copy this form using SHIFT+F10, if needed.

Step 2: Page 2

Use this when you need to fill in lines and link statements for required information.

• Fill in the applicable lines.
• By pressing F9 where indicated, you may link to the appropriate statement needed to list information.
• For line 13, current value, enter the amount you could sell the asset for today.
• Copy this form using SHIFT+F10, if needed.

Step 3: Page 3

Use this when you need to add additional statements for specific fields.

• Fill in the applicable lines.
• Line 18 – Press F9 on the Name column for an additional statement.

Step 4: Page 4

Use this when you need additional statements and want to use a scratch pad for amounts.

• Fill in the applicable lines.
• Line 19 – Press F9 on the Year column for additional statement.
• Line 20 – Press F9 on the Street Address column for additional statement.
• Press F9 on any amount entry for a scratch pad.

Step 5: Page 5

Use this when you need to add an additional statement for the Name field.

• Line 23 – Press F9 on the Name column for additional statement.

Step 6: Page 6

Use this when you need to complete the remaining applicable lines.

• Fill in the applicable lines.

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