1040 exported worksheet rows

Worksheet Name
Worksheet Row
Worksheet Row description
Main Worksheet
2
Personal Exemptions
Ordinary Income
16
Taxpayer’s Keogh and SEP Deductions
17
Spouse’s Keogh and SEP Deductions
27
Other Adjustments
Capital Gains and Losses
1
Short-Term Investment Gain or Loss
12
Short-Term Loss Carryover: §1411 (do not enter pre-2013 data)
29
Other Long-Term Investment Gain or Loss
Other Ordinary Income
1
Social Security Benefits
5
Adjustments to Tax Refunds
6
Taxpayer’s Alimony Received (includes Spouse’s Alimony Received, if any)
8
Unemployment Compensation
17
Royalties
26
Other Nonpassive Income and Loss
28
Net Operating Loss (NOL) Deduction
38
Other Pension and IRA Distributions
39
Other Ordinary Income
Interest and Dividends
2
US Government Interest
4
Other Interest
6
Qualified Dividends
8
Nonqualified Dividends
14
Unrecaptured Sec 1250 Cap Gain Dividends (25%)
16
28% Rate Capital Gain Dividends
22
Other Long-Term Cap Gain Dividends
26
Private Activity Bond Interest
28
Other Exempt Interest
Itemized Deductions
2
Medical Expenses
6
Other Net Personal Casualty Loss
16
State & Local Sales Taxes
18
Property Taxes: Residential
19
Property Taxes: Investment
20
Other State and Local Taxes
21
Qualified Residence Interest (fed from sub-worksheet)
31
Other Employee Business Expense
32
Other Miscellaneous Expenses
35
Gambling Losses
37
Other Itemized Deductions
Lump Sum Distribution
2
Taxpayer’s Capital Gain Distribution
4
Taxpayer’s Ordinary Income Distribution
6
Taxpayer’s Annuity Distribution
7
Taxpayer’s Section 101(b) Exclusion
8
Taxpayer’s Estate Tax on Distribution
16
Spouse’s Capital Gain Distribution
18
Spouse’s Ordinary Income Distribution
20
Spouse’s Annuity Distribution
21
Spouse’s Section 101(b) Exclusion
22
Spouse’s Estate Tax on Distribution
Wages
1
Taxpayer’s FICA Wages
7
Spouse’s FICA Wages
Credits
3
Dependent Care Credit
4
Adoption Credit
6
American Opportunity & Lifetime CR
11
Elderly Credit
12
Mortgage Interest Credit
15
Foreign Tax Credit
17
Miscellaneous Nonrefundable Credits
29
Payment with Extension
44
First-Time Homebuyer Credit
46
Other Refundable Credits
50
AMT Foreign Tax Credit
Alternative Minimum Tax
19
Other Exclusion Preferences
21
Other Exclusion Adjustments
Charitable Contributions
4
Cash Contributions - Current (50%)
5
Cash Carryover - Entered (50%)
8
Capital Gain Property Contributions - Current (50%)
13
Cash Contributions - Current (30%)
14
Cash Carryover - Entered (30%)
17
Capital Gain Property Contributions - Current (30%)
Minimum Tax Credit
19
Credit Attributable - 1st Prior Year
Investment Interest Expense
4
Schedule A Interest (Itemized)
13
Schedule A Carryover (Itemized)
Section 1231 and Casualty Loss or Gain
2
Trade or Business Condemnation Gain
4
Investment Condemnation Gain
23
Nonpassive Other Section 1231 Trade/Business Gain/Loss
45
Nonrecaptured Previous Year Losses - Entered
Section 1231 and Casualty Loss/Gain - AMT
37
Nonrecaptured Previous Year Losses - Entered
Filing Status
1
Filing Status
3
Must Itemize Supported
6
Aged or Blind - # of Additional Amounts
7
Optimized Standard Deduction vs. Itemized (Y/N)
Self-Employment and Other Taxes
18
Investment Credit Recapture
20
Social Security Tip and Excess Plan Taxes
21
Tax on IRA and Other Taxes
22
Domestic Employment Taxes
Self-Employment Income and Loss
4
Taxpayer’s Other Self-Employment Income
13
Spouse’s Other Self-Employment Income
21
Taxpayer’s Self-Employment Income Adjustment
22
Spouse’s Self-Employment Income Adjustment
Capital Gain or Loss - AMT
4
Short-Term Loss Carryover
IRA Deductions
5
Taxpayer Covered by Pension (Y/N)
6
Spouse Covered by Pension (Y/N)
7
Taxpayer Over 50 (Y/N)
8
Spouse Over 50 (Y/N)
10
Taxpayer’s Traditional IRA Contribution
12
Spouse’s Traditional IRA Contribution
Withholding, Estimated, and Penalty (Federal)
1
Compute Underpayment Penalty (Y/N)
9
Prior Year AGI
13
Prior Year Tax
18
Other Withholding
19
Refund for Prior Year
20
Apply Refund to Estimated (Y/N)
26
Current Year 1st Payment Made
27
Current Year 1st Payment Date
32
Current Year 2nd Payment Made
33
Current Year 2nd Payment Date
38
Current Year 3rd Payment Made
39
Current Year 3rd Payment Date
44
Next Year Payment Made
45
Next Year Payment Date
AMT Charitable Contribution Adjustment
5
Cash Current - 60% - AMT Adjustment
6
AMT Cash Carryover Entered - 60%
11
Cash Current - 50% - AMT Adjustment
12
AMT Cash Carryover Entered - 50%
Earned Income Credit
1
Qualifies for Earned Income Credit
2
Number of Qualifying Children
Resident State Estimated and Withholding Payments
7
Refund for Prior Year
9
Other Current Year Withholding
10
April-December Estimated Payments
12
Jan Estimate Paid Next Year
28% Rate Capital Gains and Losses
17
Other 28% Rate Gain or Loss
Child Tax Credit
1
Number of Qualifying Children
Educational Interest Income and Expense
2
Educational Expenses
4
Total Qualified EE Proceeds
5
Qualified EE Bond Interest
12
Qualified Educational Loan Interest
State Estimated and Withholding
18
Tax Benefit Reduction
Qualified Residence Interest
3
Qualified Housing Interest
First-time Homebuyer Credit
2
Next Yr Purchase Elected this Yr? (N/Y)
3
2009 Purchase After Nov 6? (N/Y)
10
Prior Year Credit Allowed
Affordable Care Credit & Shared Responsibility Payment
9
Other Fam Members AGI or Adjust
36
Total Exchange Premiums Paid
37
Total Silver Benchmark Premiums
45
Advance Credit Payments
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