Xspouse™ quick start guide (quick_start_guide)
Contents
1. TasScredit override 3 Open Save ARETAN MERTEN TRA Settings Tax Set Tactic UserCS UserSS Formula Findings Wiz Pro Fixed Shares MES Deductions Monthly figures Cash Flow of children NES y 2013 Guideline Proposed time with NCP WA Forms z Comb net dabl 0 0 ee GUIDELINE Cr Filing status z Percent change 0 0 Nets adjusted exemptions teq 217 Father Wages salary Eig eu S Payment cosibenert 0 0 Mother 0 ors Self employed income 0 0 Total Net spendable income 0 0 Other taxable income 0 o se Change from guideline 0 0 TANF CS received 0 0 Fr ages o of combined spendable 0 0 on Other nontaxble income 0 0 Giildein CS 0 of saving over guideline 0 0 uide New spouse income 0 0 Total taxes 0 0 Alameda SS 0 Adjustments to income 0 0 T a 0 Dep exemption value 0 0 Tota SS paid prev marriage 0 0 withholding allowances 0 0 CS paid prev marriage 0 0 Net wage paycheck 0 0 Health insurance 0 0 Mother Other medical expense 0 0 Payment cost benefit 0 Property tax expense 0 0 Net spendable income 0 Ded interest expense 0 0 Proposed Change from guideline 0 0 Contribution deduction 0 0 Tactic 8 f of combined spendable 0 0 Misc tax deductions 0 0 Nondeduc 0 of saving over guideline 0 0 Required union dues 0 0 Deductible 0 Total taxes 0 0 Mandatory retirement 0 0 Total 0 Dep exemption value 0 0 Hardship deduction 0 o withholding allowances 0 0 Oth GDL deductio2. i D SLA ee 2 2 ae ee Open Save Clear Print Detail Settings TaxSet Tactic Gamta Formula Findings Wiz Pro Fixed Shares Father Mother Monthly figures C Daa petai gt 2013 of children 0 all time with NCP 20 00 0 00 Other Taxable Income Father y Re GUIDELINE Filing status SINGLE HHIMLA 7 Nets adjusted exemptions 1 2 2 Investment income 4 Father 0 Wagestsalary 0 0 Short term capital gains 0 Mother 0 Self employed income 0 0 Fi o Long term capital gains 0 j o Other taxable income 0 0 s a Qualified dividend income 0 i uppo TANF CS received 0 0 Add o Non qualified dividend income 0 ons Other nontaxble income 0 0 R i a 0 Guideln CS 0 caer coer New spouse income 0 0 Rental income 0 3 7 eue S Clara SS 0 z Adjustments to income 0 0 Teta 0 Interest income 0 o SS paid prev marriage TO NA o0 Other investment income 0 CS paid prev marriage 0 0 Health insurance Led ea Other income Other medical expense 0 0 Social Security income 0 Property tax expense 0 0 Unemployment income 0 Ded interest expense 0 0 Proposed Traditional alimony received 0 Contribution deduction 0 0 Tactic 8 f Partner alimony received 0 Misc tax deductions o 0 Nondeduc 0 Other taxable income 0 Required union dues 0 0 Deductible 0 Subtract from state AGI 0 Mandatory retirement 0 0 Total 0 3 Add to state AGI 0 Hardship deduction 0 0 Oth GDL deductions 0 0 Sav
3. of taxable income wages and self employed income can be entered directly into the main screen This detail allows the entry of other types of income listed in IRS Form 1040 Do not enter spousal support of this relationship Xspouse will include it 6 TANF CS Received detail Temporary Assistance for Needy Families 7 Non taxable Income detail Enter various categories of non taxable income When the filing status is MFJOUT this detail allows you to include a portion of new spouse income in the calculation of child support 8 New Spouse Income detail When the status is MFJOUT use this detail window to enter taxable income of the new spouse This information is used only to calculate the joint taxes It is not used for the calculation of child support unless you have chosen to include a portion of this income and is never used for the calculation of spousal support The information in this window is ignored if the filing status is not MFJOUT 9 Adjustments to Income detail Use this detail if you would like Xspouse to calculate the Tuition and Fees deduction on IRS Form 1040 Otherwise you can enter ATIs directly into the main screen Do not enter the Self Employed Health Insurance deduction Xspouse will calculate it Do not enter spousal support of this relationship Xspouse will include it 10 Spousal Support Paid for Previous Relationships detail Spousal support paid by this spouse and or new spouse Any new
4. spouse information will be used only for calculating taxes and only if the filing status is MFJOUT 11 Miscellaneous Deductions detail Allows the entry of miscellaneous tax deductions and state sales taxes paid 12 Hardship deduction detail This is for FC 4071 information If the asterisk is on next to this cell in the main screen Xspouse is calculating the maximum hardship allowed under FC 4071 b You can also award partial hardships in this detail window Xspouse Quick start guide WWww xspouse com Page 4 of 14 13 Other GDL Deductions detail Job related expenses and discretionary guideline deductions 14 Child Care Expenses detail Used to calculate Child Care Credit CCC Used to calculate mandatory add ons The allocation method either 50 50 or FC 4061 b should be specified in the Settings screen Used in the Findings and Rebuttals report Settings Most settings can be manipulated directly in the main screen through short cut keys Please refer to the Xspouse manual for a list of these keys Tax Settings When the cursor is in one of the Father s or Mother s data input fields tax settings can be changed for that parent via the Taxes gt Tax Settings menu option see Appendix B for details The Tax Settings enable you to include or exclude various taxes All the fields are dual entry fields You can include or exclude the highlighted tax by clicking the right mouse button or pressing the spa
5. Guideline non deductible child support Guideline deductible spousal support Computation method for child support Display FC 4055 b 7 low income CS adjustment range Computation method for spousal support Allocation method for child care expenses Base guideline child support on adjusted nets Base guideline spousal support on adjusted nets Method to adjust nets for tax consequence of guideline SS Timeshare Worksheet mode Limit hardship per child by Multiply the limit in the preceding line by Release exemptions via IRS 8332 for PROPOSAL Father Mother California 100 Use settings for this case only Use settings until program quit Save settings as new program defaults Restore default settings shipped with Xspouse OK a California Include Include NO Guideln CS NO S Clara SS 50 50 NO YES Fixed Shares Hours Presumed CS 100 YES Figure B3 The guideline child support and spousal support fields are dual entry just like the tax settings shown in Figure B2 Xspouse Quick start guide WWww xspouse com Page 14 of 14
6. In the main screen press R to switch on the Low Income Adjustment Open the Findings screen Reports gt Findings The Basic CS opposite Huey the oldest child is the child support for all 3 children The Basic CS opposite Dewey is the child support when only Dewey and Louie are being supported The Basic CS opposite Louie is the child support when only Louie is being supported In cases where the court decides that child support should be modified in accordance with FC 4057 the automatic checking for FC 4055 compliance in Xspouse can be switched off Judicial officers have full control over the data in the Findings and Rebuttals report Xspouse Quick start guide WWww xspouse com Page 6 of 14 Summary of Findings Screen modes When Display FC 4055 b 7 low income CS adjustment range is toggled to NO in the Settings screen All child support amounts and payors comply with FC 4055 No range checking is necessary No message concerning range checking is printed because it is unnecessary When Display FC 4055 b 7 low income CS adjustment range has been toggled to YES in the Settings screen In this case there is a toggle in the Findings screen just above the per child information on the right that allows the user to specify whether basic child support amounts should be checked for compliance with FC 4055 When FC 4055 checking is ON the amount in each Basic CS field is checked for FC 4055 compliance
7. The payor of each of the basic child support figures is automatically calculated and cannot be changed manually In contrast when FC 4055 checking has been toggled to OFF any amount may be typed into any of the basic child support fields In addition the Payor fields next to the Basic CS fields are now toggle fields right click on them to change them In the printout of the main screen an informational message indicating whether FC 4055 checking is ON or OFF is printed Remarks 1 When FC 4055 checking is toggled back to ON in the Findings screen all user entered Basic CS amounts and payors revert to guideline The fields in the Payor column cease to be toggle fields and become simple labels 2 An informational message concerning FC 4055 checking is printed if Display FC 4055 b 7 low income CS adjustment range has been toggled to YES in the Settings screen Conversely the absence of such a message indicates that Display FC 4055 b 7 low income CS adjustment range is toggled to NO in the Settings screen 3 When Display FC 4055 b 7 low income CS adjustment range has been toggled to YES in the Settings screen the Findings screen must be opened at least once before printing the main screen Otherwise Xspouse will print a range error message instead of the per child information Xspouse Quick start guide WWww xspouse com Page 7 of 14 Appendix A Data input and display File Database Property View Reports Tax
8. Xspouse Quick Start Guide Tolapa Inc e mail support xspouse com Xspouse Quick start guide WWww xspouse com Page 1 of 14 Xspouse Data Entry Note Ifyou are completely new to Xspouse you may find it helpful to first briefly look at Appendix A at the end of this document to assist with understanding the mechanics of operation of Xspouse screens Help and Documentation The extreme right icon in the Xspouse main screen is labeled Wiz Pro This stands for Wizard Professional The Wizard is the data entry wizard The Professional screen is the regular Xspouse main screen Clicking this icon repeatedly switches between the two screens You may enter data in either the Professional screen or the Wizard Overview of Data Entry The overall scheme of Xspouse is very simple Enter the information about children lines 1 and 2 Enter FC 4058 guideline income the five lines between Wages and Other Nontaxable Income This is the guideline gross income Enter FC 4059 guideline deductions the four lines near the bottom of the screen from Required Union Dues to Other GDL Deductions the lines half way down the screen child and spousal support paid for prior relationships and health insurance The guideline net is the difference between guideline gross income and guideline deductions This is the income which figures in the guideline child support formula FC 4055 NOTE In Xspouse you will often
9. ce bar when highlighting the field or you can type in a decimal number between 0 and 10 in place of the include exclude label The tax in question will be multiplied by that number The include exclude toggle is equivalent to a numerical value of one and zero respectively being entered To reset a numerical value to the include exclude setting press the space bar or right mouse button when in the field Using numerical values in the state taxes in put fields can be used to estimate out of state taxes Preferences Used to adjust the appearance of Xspouse such as window size Some of the preferences only take effect after Xspouse is restarted The help line in this window will advise you whether Xspouse should be restarted Findings and Rebuttals Displays a per child breakdown of guideline child support If you have entered child care expenses in the main screen then you can designate a per child allocation here or you can choose to let Xspouse allocate these expenses equally between the children For most calculations only a knowledge of the total child care expenses is necessary The one exception is the calculation of per child add ons in the Findings and Rebuttals report The child care expenses can be either equally or unequally divided between the children In the top Xspouse Quick start guide WWw xspouse com Page 5 of 14 right corner of the Findings screen there is a toggle that specifies how the total expe
10. e Royalty income Rental income Interest income Xspouse will calculate the taxable portion of any social security income In the case MFJOUT remarried and filing jointly the income of the new spouse should be entered on the New Spouse page 9 0000000 9 0 0 0 0 Other investment income You may exclude certain income fram state income tax by entering it in the Subtract from state AGI field Do not include social security income or unemployment benefits This is ALWAYS excluded by Xspouse Other income Social Security income Unemployment income Traditional alimony received Partner alimony received Other taxable income 2 0000 Subtract from state AGI Add to state AGI f o e Figure A4 Using detail input windows in the Wizard display When using the input Wizard it is possible to select detail windows and display options in exactly the same way as explained in Figure A1 for the Professional screen Xspouse Quick start guide www xspouse com Page 11 of 14 Appendix B Xspouse dual entry fields under Tax Settings and Settings The following three figures outline the operation of dual entry fields in Xspouse Using numerical values in place of the include exclude toggle in these fields permits greater flexibility in dealing with various scenarios File Database Property View Reports Taxes Tools About Clear A LA SS 2 23 32 7 oi
11. es Tools About Clear a RX 5 Ss 4 Open Save Clear Print Detai Fixed Shares at settings Tax Set Monthly figures 2013 time with NCP Filing status ee i s Nets adjusted exemptions Father 0 Wages salary s Mother Self employed income Total 1 0 0 Other taxable income 0 TANF CS received 0 0 0 n Other nontaxble income New spouse income Adjustments to income slelelelsle olon SS naird nrev marriane Figure A1 Data input and display On the main screen of Xspouse most of the input fields are button like fields that will open up a detail input window if double left mouse button clicked or if the D key is pressed when highlighting such a field In this diagram two such fields are circled in blue Display fields that appear recessed such as those circled in red can be toggled through the optional displays by pressing the right mouse button or the space bar when highlighting such a field Two additional toggle display fields marked in green in the diagram allow the program settings to be changed but are not recessed In general the same pattern applies to the detail windows Any button like fields and recessed fields lead to further detail windows or change display and setting options Xspouse Quick start guide www xspouse com Page 8 of 14 Eie Database Property Mew Reports Taxes Tools About Clear
12. g jointly the incame of the new spouse should be entered on the New Spouse page You may exclude certain income from state income tax by entering it in the Subtract fram state AGI field Do not include sacial security income ar unemployment benefits This is ALWAYS excluded by Xspouse Father 0 New spouse Adjustments Spousal support Child support Health insurance Medical Property taxes Interest Contributions Miscellaneous Union dues Retirement Hardship Other deductions Child care All other federally taxable income if loss use minus Mother 0 Total 0 Support Addons Guideln CS S Clara SS oo Ss Total Figure A3 Wizard input screen By left mouse button clicking on the Wiz Pro option on the main tool bar the display screen of Xspouse toggles between the Professional input screen display and the input Wizard display The Wizard displays provide on line help to assist with entering data in to particular fields selected by the tabs on the left Xspouse Quick start guide Wwww xspouse com Page 10 of 14 Other taxable income Monthly figures Father Mother Set Tactic UserCS UserSS Formula Finding Use the detail window to enter income in various categories Not all income is treated equally under federal and state tax laws Investment income Short term capital gains Long term capital gains Qualified dividend income Non qualified dividend incom
13. ing 0 Child care expenses 0 0 Releases Figure A2 Right hand side display If the display on the right hand side is toggled from the default of Cash flow through Income taxes Employment taxes and Guideline to Data Detail the right side of the screen will appear blank When the highlight is next placed into one of the input fields on left of screen the data detail associated with that input field is displayed By using the up down left and right arrow keys to move the highlight through the input fields on left of screen it is possible to quickly view all of the detail input data An example showing detail for Father s Other taxable income input field is presented in this figure The detailed data can also be entered or edited in the Data Detail view on right of screen Xspouse Quick start guide www xspouse com Page 9 of 14 M 3 A A S 3 3 Open Save Detail Settings Tax Set Tactic UserCS UserSS Formula Findings Introduction Monthly File Database Property View Reports Taxes Tools About Clear Clear Print 2013 Overview Data Entry Children Custody Status Exemptions Wages Self employment Taxable Welfare received Non taxable Other Taxable Income Father o Mother 0 Guideline Nets adjusted income is treated equally under federal and state tax laws Xspouse will calculate the taxable portion of any social security income In the case MFJOUT remarried and filin
14. ns 0 0 Saving 0 Net wage paycheck 0 0 Child care expenses 0 0 Releases 1 agelsalarylbonusicommission incomelearning capacity Figure B1 When the cursor is in one of the Father s or Mother s data input fields tax settings can be changed for that parent via the Taxes gt Tax Settings menu option or via the Tax Set on the main tool bar Xspouse Quick start guide WWww xspouse com Page 12 of 14 TAX SETTINGS Father Federal Social security Include Medicare Include Self employment tax Include California State income tax 2 3 State disability insurance 1 5000 Figure B2 The Tax Settings enable you to include or exclude various taxes All the fields are dual entry fields You can include or exclude the highlighted tax by clicking the right mouse button or pressing the space bar when highlighting the field or you can type in a decimal number between 0 and 10 in place of the include exclude label The tax in question will be multiplied by that number The include exclude toggle is equivalent to a numerical value of one and zero respectively being entered To reset a numerical value to the include exclude setting press the space bar or right mouse button when in the field Using numerical values in the state tax input fields can be used to estimate out of state taxes Xspouse Quick start guide Wwww xspouse com Page 13 of 14 X PROGRAM SETTINGS Tax state Domestic partnership
15. nses are divided between the children The default is Equally However this can be changed to allocated by User When this is done a button labeled Allocate pops up Clicking this button opens a dialog in which per child expenses can be entered for each child and each parent Xspouse keeps track of events that make it necessary to allocate the expenses de nuovo and posts a warning when appropriate When the Low Income Adjustment FC 4055 b 7 is switched on in the Settings screen the lower half of the Findings and Rebuttals report changes in appearance The father mother timeshare columns are condensed into one Three new columns are displayed under the heading Family Information The numbers in these columns are NOT per child information they refer to the child support payable when the child in question is the oldest supported child The Basic CS may be manually changed to any amount in the range permitted by FC 4055 b 7 This can be done by typing in the desired amount in any cell or by pressing Ctrl R to toggle the amounts between the high and low ends of the ranges There is a calculation aide attached to each of the Basic CS cells To access it press the D key while the yellow cursor is positioned on any of the Basic CS cells Example Use the Child detail window to enter 3 children with mother Name the children Huey Dewey and Louie In the main screen enter 1000 monthly wages for father
16. ons for you you do not have to be concerned with them Guideline deductions are subtracted from Guideline Gross Income The guideline deductions are subtracted dollar for dollar from Guideline Gross Income Filing Status Special rules apply if the filing status is MFJOUT remarried and filing jointly Please read the help pages in the Wizard concerning this Detail Windows 1 Child detail Use for split custody Contains buttons to help select or compute timeshare In particular there is a button to access the Timeshare Worksheet The Timeshare Worksheet is a very useful feature It is fully explained in the Xspouse User Manual 2 Non Custodial Time detail This is the same detail as on the of children line 3 of Exemptions detail This is not just for exemptions but also for the number of children qualifying for the various federal credits The age limits are less that 19 for the EIC Earned Income Credit less than 17 for the CTC Child Tax Credit less than 13 for the CCC Child Care Credit Use this detail Window when releasing exemptions via IRS Form 8332 in the Guideline settlement Qualifying children for the CTC can be transferred along with released exemptions Qualifying children for the EIC and CCC cannot be transferred 4 Wage detail Helps to convert income to monthly figures Xspouse Quick start guide WwWw xspouse com Page 3 of 14 5 Other Taxable Income detail The most common types
17. see the words adjusted or unadjusted next to the word net These adjectives refer to whether the net has been adjusted for the tax consequences of spousal support This topic is discussed fully in Appendix D of the Xspouse manual Xspouse will then calculate child and spousal support Taxes FC 4059 a lists federal and state income taxes as guideline deductions Thus we need to enter information which will allow Xspouse to calculate these taxes You have probably already entered all taxable income when entering guideline income The categories of taxable income and guideline income largely overlap Next enter Adjustments to Income line half way down the screen These are defined in IRS Form 1040 Xspouse Quick start guide WWw xspouse com Page 2 of 14 Finally enter Tax Deductions lines labeled Health Insurance through Miscellaneous Deductions These are defined in IRS Schedule A Guideline Gross Income and Taxable Gross Income are Distinct Entities These are often equal numerically but much confusion can arise from failing to distinguish between the two Adjustments to Income Tax Deductions and Guideline Deductions Adjustments to Income ATIs and Tax Deductions are both deductions in the sense that they are deducted from Taxable Gross Income The difference is that ATIs are subtracted dollar for dollar whereas Tax Deductions are subject to a variety of restrictions Xspouse handles these restricti
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