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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 |