| Government Form |
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|---|---|---|---|---|
| Worksheet | Section | Field | ||
| 1 | Based on entries on | |||
| Income > Other Income (1099-G, 1099-K, 1099-MISC, W-2G) |
Refunds of State and Local Income Taxes - Itemized Information Refunds of State and Local Income Taxes - Detail |
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| Income > Other Income (1099-G, 1099-K, 1099-MISC, W-2G) | Certain Government Payments (IRS 1099-G) > Detail > IRS 1099-G | State or Local Income Tax Refunds | ||
| 2a | Income > Other Income (1099-G, 1099-K, 1099-MISC, W-2G) | Alimony Received | Amount if Date of original divorce or separation agreement is not entered or the date is on or before 12/31/18 and no entry is made for date divorce or separation agreement modified and taxability changed | |
| Calculated based upon excess of | ||||
| Deductions > Other Adjustments | Alimony Paid |
Amount - 2018 Amount - 2019 |
||
| OVER | ||||
| Deductions > Other Adjustments | Alimony Paid |
Amount Alimony recapture override |
||
| 2b | Income > Other Income (1099-G, 1099-K, 1099-MISC, W-2G) | Alimony Received | Date of original divorce or separation agreement | |
| 3 | Schedule C, line 31 | |||
| Income > Other Income (1099-G, 1099-K, 1099-MISC, W-2G) | Form 1040 Income Adjustments | Schedule C (profit or loss from business) - Adjustment | ||
| 4 | Form 4797, line 18b | |||
| Income > Other Income (1099-G, 1099-K, 1099-MISC, W-2G) | Form 1040 Income Adjustments | Form 4797 (sale of business property) - Adjustment | ||
| 5 | Schedule E, Line 26 or Line 41 | |||
| Income > Other Income (1099-G, 1099-K, 1099-MISC, W-2G) | Form 1040 Income Adjustments | Schedule E (supplemental income and loss) - Adjustment | ||
| 6 | Schedule F, Line 34 | |||
| Income > Other Income (1099-G, 1099-K, 1099-MISC, W-2G) | Form 1040 Income Adjustments | Schedule F (profit or loss from farming) - Adjustment | ||
| 7 | Income > Other Income (1099-G, 1099-K, 1099-MISC, W-2G) | Certain Government Payments (IRS 1099-G) > Detail > IRS 1099-G | Unemployment compensation | |
| Income > Other Income (1099-G, 1099-K, 1099-MISC, W-2G) | Certain Government Payments (IRS 1099-G) > Detail > Other | Compensation repaid in 2020 | ||
| 8 | Form 2555, Line 45 | |||
| Income > Other Income (1099-G, 1099-K, 1099-MISC, W-2G) | Form 1040 Income Adjustments | Form 2555 Section 911 exclusion – Adjustment | ||
| Form 8814, Line 12 | ||||
| Calculated based on | ||||
| Income > Net Operating Loss | All entries | |||
| Form 8853, Lines 8, 12, and/or 26 | ||||
| Income > Partnership Passthrough (K-1 1065) | Activity | Cancellation of debt | ||
| Income > Fiduciary Passthrough (K-1 1041) | Activity Information | NOL carryover for regular tax purposes | ||
| Income > Business | General | Business name | ||
| Income > Business | Income and Cost of Good Sold | Gross receipts or sales and Other income amount | ||
| IF | ||||
| Income > Business | General | Hobby loss is checked | ||
| Foreign > Expatriate Information | Foreign Moving Expense Recapture |
Total 2019 foreign moving expense deduction 2019 disallowed foreign moving expense deduction 2019 total foreign earned income (Form 2555, Line 26) 2019 total housing and foreign earned income exclusion (Form 2555, Line 43) |
||
| Foreign > Foreign Mortgage Gain | Foreign Mortgage Gain Information |
Date the mortgage was obtained Original mortgage outstanding in foreign currency Exchange rate when mortgage was obtained Date the mortgage was last financed before current year Amount of mortgage refinanced in foreign currency Exchange rate when mortgage was last financed before current year Date the mortgage was refinanced, paid off, or significantly paid down in current year Amount paid when mortgage was refinanced, paid off, or significantly paid down in foreign currency Exchange rate when mortgage was refinanced, paid off, or significantly paid down |
||
| IF | ||||
| Foreign > Foreign Mortgage Gain | Foreign Mortgage Gain Information | Rental name and capital gain treatment fields are blank | ||
| Foreign > Foreign Earned Income Exclusion | Value of Meals and Lodging Included in Income | Amount excludable | ||
| IF | ||||
| Foreign > Foreign Earned Income Exclusion | Value of Meals and Lodging Included in Income | Include amount excludable as a reduction to Form 1040, Schedule 1, line 8 | ||
| Calculated based on: | ||||
| Income > Business | ||||
| Income > Rent and Royalty | ||||
| Income > Partnership Passthrough (K-1 1065) | ||||
| Income > S Corporation Passthrough (K-1 1120S) | ||||
| Income > Farm / 4835 | At–Risk Limitation entries | |||
| Calculated | ||||
| WHEN | ||||
| Income > Rent and Royalty | General | Personal property rental is checked | ||
| Income > Consolidated 1099 | Form 1099-MISC Miscellaneous Income | Other income if income type is "SE Income," "Non SE Income," or blank | ||
| Income > Other Income (1099-G, 1099-K, 1099-MISC, W-2G) | Certain Government Payments (1099-G) > Detail > IRS 1099-G | RTAA payments | ||
| Income > Other Income (1099-G, 1099-K, 1099-MISC, W-2G) | Gambling Winnings (IRS W-2G) > Detail > IRS W-2G |
Payers name Gross winnings |
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| Taxes > Tax on Lump Sum Distributions | Averaging Methods |
Current year – ordinary income element Current year – capital gain element Net unrealized appreciation in employers securities |
||
| Income > Other Income (1099-G, 1099-K, 1099-MISC, W-2G) | Miscellaneous Income (IRS 1099-MISC) > Detail > IRS 1099-MISC |
Other income if Other, Income type is "SE Income", "Non SE Income" or blank AND No entry is made in Schedule C name, Schedule F name or Rent / Royalty name AND Substitute payments in lieu of dividends or interest IF No entry is made in Schedule C name, Schedule F name or Rent / Royalty name |
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| Income > Other Income (1099-G, 1099-K, 1099-MISC, W-2G) | Nonemployee Compensation (IRS 1099-NEC) > Detail > IRS 1099-NEC |
Nonemployee compensation IF Treat nonemployee compensation as other income is entered and no entry is made in Schedule C name or Schedule F name |
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| Income > Other Income (1099-G, 1099-K, 1099-MISC, W-2G) | Payment Card and Third Party Network Transactions (IRS 1099-K) > Detail > IRS 1099-K |
Gross amount of payment card/third party network transactions IF No entry is made in Schedule C name, Schedule F name or Rent / Royalty name |
||
| Calculated based on | ||||
| Income > IRAs, Pensions and Annuities (1099-R) | Distributions from Pensions, Annuities and IRAs (IRS 1099-R) > Detail > Other | Loss attributable to excess deferral | ||
| IF | ||||
| Income > IRAs, Pensions and Annuities (1099-R) | Distributions from Pensions, Annuities and IRAs (IRS 1099-R) > Detail > IRS 1099-R | Distribution code is "8" | ||
| Calculated based on | ||||
| Income > Payments from Qualified Education Programs (1099-Q) | Detail > IRS 1099-Q | |||
| Form 8621, Lines 6c, 10c, 12, 13c, 14b and 16b | ||||
| Form 8873, Line 52 or Form 8873 Tabular Schedule, Line 52 if not tied to a business, rental or passthrough | ||||
| Form 8889, Lines 16 and 20 | ||||
| Form 8992, Part I, Line 3 | ||||
| Taxable Portion of an ABLE Account Distribution Worksheet, Line 6 | ||||
| IRC 965, line 1 minus line 3 | ||||
| 9 | Calculated | |||
| 10 | Deductions > Other Adjustments | Educator Expenses | Expenses | |
| Deductions > Other Adjustments | Form 1040 Adjustments | Educator expenses - Adjustment | ||
| 11 | Deductions > Employee Business Expenses | General | Based upon all entries if employee expense option is "Performing artist", "Fee-basis state or local government official", or "National Guard or Reserve" | |
| 12 | Form 8889, line 13 | |||
| Deductions > Other Adjustments | Form 1040 Adjustments | Health savings account deduction - Adjustment | ||
| 13 | Form 3903, line 5 | |||
| Deductions > Other Adjustments | Form 1040 Adjustments | Moving expenses - Adjustment | ||
| Foreign > Expatriate Information | Storage fees | Storage fees (included on Form 1040 when Form 3903 is not prepared) | ||
| 14 | Schedule SE, line 13 | |||
| Deductions > Other Adjustments | Form 1040 Adjustments | Deduction for self-employment tax - Adjustment | ||
| Taxes | Other taxes | Schedule SE (self-employment tax) - Adjustment | ||
| 15 | Deductions > Keogh, SEP and Simple Plans | Identification Data |
Maximize Keogh deduction Maximize SEP based on maximum compensation limit Maximize SIMPLE plan deduction Total amount of defined contribution contributions Total amount of defined benefit contributions Total amount of SEP contributions Total amount of SIMPLE plan contributions |
|
| Deductions > Keogh, SEP and Simple Plans | Identification Data | Keogh plan contribution - Override | ||
| Deductions > Keogh, SEP and Simple Plans | Identification Data | SEP contribution - Override | ||
| Deductions > Keogh, SEP and Simple Plans | Identification Data | SIMPLE plan contribution - Override | ||
| Income > Partnership Passthrough (K-1 1065) | General – Activity |
Keogh SEP SIMPLE |
||
| Income > S Corporation Passthrough (K-1 1120S) | General – Activity |
Keogh SEP |
||
| 16 | Calculated - based on SE income, Schedule 1, Lines 14 and 15, Form 8962 if tied to a Business, Farm or Passthrough and entries on | |||
| Income > Wages, Salaries, and Tips (W-2) | Detail > Other | SE health insurance premiums | ||
| Income > Business | General | Proprietor health insurance | ||
| Income > Farm (Schedule F / 4835) | General | Proprietor’s health insurance premium | ||
| Income > Partnership Passthrough (K-1 1065) | General – Activity | Amounts paid for medical insurance | ||
| Income > Partnership Passthrough (K-1 1065) | At-Risk Carryovers | SE health insurance premium | ||
| Income > S Corporation Passthrough (K-1 1120S) | General – Activity | Amounts paid for medical insurance | ||
| Income > S Corporation Passthrough (K-1 1120S) | At-Risk Carryovers | SE health insurance premium | ||
| Income > Social Security Benefit Statement (SSA-1099) | Detail > Other |
Medicare premiums withheld Prescription drug coverage insurance |
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| Deductions > Other Adjustments | Form 1040 Adjustments | Self – employed health insurance deduction - Adjustment | ||
| 17 | Income > Interest (1099-INT) | Interest (IRS 1099-INT) > Detail > IRS 1099- INT | Early withdrawal penalty | |
| Income > Interest (1099-INT) | Interest (IRS 1099-INT) > Detail > Special Interest | Amount | ||
| IF | ||||
| Income > Interest (1099-INT) | Interest (IRS 1099-INT) > Detail > Special Interest | Type if ‘Early withdrawal penalty’ | ||
| Interest > Consolidated 1099 | Form 1099-INT Interest Income |
Early withdrawal penalty Special interest amount if type is ‘Early withdrawal penalty’ |
||
| Interest > Partnership Passthrough (K-1 1065) | Activity | Penalty on early withdrawal of savings | ||
| Interest > S Corporation Passthrough (K-1 1120S) | Activity | Penalty on early withdrawal of savings | ||
| 18a | Calculated based on | |||
| Deductions > Other Adjustments | Alimony paid |
Alimony Paid if date of original divorce or separation agreement is not entered or the date is on or before 12/31/18 and no entry is made for date divorce or separation agreement modified and taxability changed Calculated alimony recapture based on alimony paid entries |
||
| Deductions > Other Adjustments | Form 1040 Adjustments | Alimony paid - Adjustment | ||
| 18b | Deductions > Other Adjustments | Alimony paid | Recipient's social security number | |
| 18c | Deductions > Other Adjustments | Alimony paid | Date of original divorce or separation agreement | |
| 19 | Income > IRAs, Pensions, and Annuities (1099-R) | IRA Information |
Traditional IRA contributions made in 2020 on the 2020 return Traditional IRA contributions made in 2021 on the 2020 return |
|
| Deductions > Other Adjustments | Form 1040 Adjustments | IRA deduction - Adjustment | ||
| Income > Partnership Passthrough (K-1 1065) | General - Activity | IRA | ||
| Income > S Corporation Passthrough (K-1 1120S) | General – Activity | IRA | ||
| 20 | Income > Consolidated 1099 | Form 1099-MISC Miscellaneous Income | Other Income if income type contains "Student loan interest paid" | |
| Income > Other Income (1099-G, 1099-K, 1099-MISC, W-2G) | Miscellaneous Income (IRS 1099-MISC) > Detail > IRS 1099-MISC | Other Income | ||
| IF | ||||
| Income > Other Income (1099-G, 1099-K, 1099-MISC, W-2G) | Miscellaneous Income(IRS 1099-MISC) > Detail > Other | Income type contains "Student loan interest paid" | ||
| Deductions > Other Adjustments | Form 1040 Adjustments | Student loan interest deduction – Adjustment | ||
| Deductions > Student Loan Interest Statement (1098-E) | Detail > IRS 1098-E | Student loan interest received by lender | ||
| 21 | Form 8917, Line 6 | |||
| 22 | Calculated | |||
| Form 2555, Line 50 | ||||
| Form 8853, Line 5 | ||||
| Income > Other Income (1099-G, 1099-K, 1099-MISC, W-2G) | Miscellaneous Income (IRS 1099-MISC) > Detail > IRS 1099-MISC | Other Income | ||
| IF | ||||
| Income > Other Income (1099-G, 1099-K, 1099-MISC, W-2G) | Miscellaneous Income (IRS 1099-MISC) > Detail > Other | Income type equals "Other adjustment SE", "Subpay repaid", "Other adjustment non SE", "Jury duty pay given to employer" or "Whistle blower fees" | ||
| Income > Wages, Salaries, and Tips (W-2) | Wages and Salaries (IRS W-2) > Detail > IRS W-2 | Box 12 amount if Code is "H" | ||
| Income > Consolidated 1099 | Form 1099-MISC Miscellaneous Income | Other income if income type equals "Other adjustment SE", "Subpay repaid", "Other adjustment non SE", "Jury duty pay given to employer" or "Whistle blower fees" | ||
| Deductions > Other Adjustments | Form 1040 Adjustments |
Archer MSA deduction - Adjustment Form 2555 housing deduction – Adjustment |
||
| Calculated | ||||
| Income > Rent and Royalty | General | Personal property rental is checked | ||
| Income > Partnership Passthrough (K-1 1065) | General - Activity | Passthrough adjustment to Form 1040 adjusted gross income | ||
| Income > Fiduciary Passthrough (K-1 1041) | General - Activity (Continued) | Excess deductions on termination amount if type is "Attorney/accountant fees (11A)" or "Other administrative fees (11A)" | ||
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