Q: Which input form(s) do I use?
A: The following table breaks down the various items to be reported into their respective "pages" or sections. For the full, detailed alphabetical listing of items and their sections, click on the link following the table. The
Limitations and Excluded Forms
are listed under separate heading.
Certain forms such as the Earned Income Credit, Self Employment Tax, Alternative Minimum Tax, Passive Activity Loss Limitations, Nondeductible IRA, Retirement Savings Contributions Credit and Child Tax Credits will be generated automatically. Other forms such as, the Depreciation and Amortization, Noncash Charitable Contributions, Business Use of Home will be invoked through the primary parent forms you will choose.
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INFORMATION / DATA
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FORM
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BASIC INFORMATION
|
Basic
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WAGES, SALARIES, ETC. (REPORTED ON W-2 FORM)
|
FORM W-2
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PENSIONS, RETIREMENT AND IRA DISTRIBUTIONS
|
FORM 1099-R
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GAMBLING INCOME REPORTED ON FORM W-2G
|
FORM W-2G
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ITEMIZED DEDUCTIONS
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SCHEDULE A
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INTEREST AND DIVIDEND INCOME
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SCHEDULE B
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BUSINESS INCOME OR LOSS
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SCHEDULE C
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CAPITAL GAINS AND LOSSES
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SCHEDULE D
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RENTAL, ROYALTY, K-1 RELATED AMOUNTS
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SCHEDULE E
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EARNED INCOME CREDIT (EIC), DEPENDENTS CHILD TAX CREDIT
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Dependents & Household Members Page
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FARM INCOME OR LOSS
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SCHEDULE F
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HOUSEHOLD EMPLOYMENT TAX
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SCHEDULE H
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CREDIT FOR ELDERLY AND DISABLED
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SCHEDULE R
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OTHER INCOME, EXPENSE, CREDIT, PAYMENT AND INFORMATION ITEMS
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Additional Income Page
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DEBT DISCHARGE TAX REDUCTION
|
FORM 982
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FOREIGN TAX CREDIT
|
FORM 1116
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REFUND DUE A DECEASED TAXPAYER
|
FORM 1310
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EMPLOYEE BUSINESS EXPENSES
|
FORM 2106
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MULTIPLE SUPPORT AGREEMENT
|
FORM 2120
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CHILD AND DEPENDENT CARE EXPENSES/CREDIT
|
FORM 2441
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FOREIGN INCOME EXCLUSION & HOUSING DEDUCTION
|
FORM 2555
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MOVING EXPENSES
|
FORM 3903
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FUEL TAX CREDIT - FEDERAL
|
FORM 4136
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TAXES ON UNREPORTED TIP INCOME
|
FORM 4137
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CASUALTIES AND THEFTS
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FORM 4684
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SALES OF BUSINESS PROPERTY
|
FORM 4797
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INVESTMENT INTEREST EXPENSE DEDUCTION
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FORM 4952
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ALLOCATION OF TAX TO GUAM AND CNMI
|
FORM 5074
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ALTERNATIVE MINIMUM TAX
|
FORM 6251
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INSTALLMENT SALE INCOME
|
FORM 6252
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TAX SHELTER REPORTING
|
FORM 8271
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MORTGAGE INTEREST CREDIT
|
FORM 8396
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PASSIVE ACTIVITY LOSS LIMITATION
|
FORM 8582
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NON-DEDUCTIBLE IRA CONTRIBUTIONS
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FORM 8606
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LIKE-KIND EXCHANGES
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FORM 8824
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CONFLICT-OF-INTEREST SALES
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FORM 8824
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EIC INFORMATION OF DISALLOWED PERSONS
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FORM 8862
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EDUCATION CREDITS
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FORM 8863
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QUALIFIED RETIREMENT SAVINGS CREDIT
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FORM 8880
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CHILDREN WHO ARE NOT DEPENDENTS - FOR CTC
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FORM 8901
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DOMESTIC PRODUCTION ACTIVITIES
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FORM 8903
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FIDUCIARY RELATIONSHIPS
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FORM 56
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EXTENSION TO FILE
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FORM 4868
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EXTENSION TO FILE-US CITIZENS/RESIDENTS
WITH FOREIGN INCOME/HOUSING EXCLUSION
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FORM 2350
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INSTALLMENT AGREEMENT
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FORM 9465
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STATE SPECIFIC ITEMS
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State Forms
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CLICK HERE FOR THE DETAILED LIST.
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