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Frequently Asked Questions

Q : Which input forms do I use? (cont'd.)

The following are provided as a general recommendation and may not necessarily apply to all specific cases.

Here is an alphabetical listing of input items and what input forms to use. For quicker load time, the list has been broken down into smaller sections. Click on the appropriate links below to go to another section.

ALPHABETICAL LISTING OF INPUT ITEMS

[ 1098s - 1099s ] | [ A-F ] | [ G-N ] | [ O-Z ]

OID - Original Issue Discount	SCHEDULE B
Optometrists	SCHEDULE A
Ordinary gains and losses - Capital assets	SCHEDULE D
Ordinary gains and losses - Business assets	FORM 4797
Other adjustments to income	Preliminary Items
Other taxable income	Preliminary Items
Parking fees and tolls, employee's business expense	FORM 2106
Parking fees and tolls, medical or contributions	SCHEDULE A
Partnership distributed income	SCHEDULE E
Passive activities	SCHEDULE E
Pension distributions, rollovers	FORM 1099R Additional Income
Pension plan distributions	FORM 1099R
Pensions, certain unrecovered investment in	SCHEDULE A
Personal exemption qualification	Basic
Personal property tax	SCHEDULE A
Phone number	Basic
Physical therapists	SCHEDULE A
Podiatrists	SCHEDULE A
Prescription medicine or insulin (excludes marijuana)	SCHEDULE A
Preference items	FORM 6251
Prizes	Additional Income
Professional dues	SCHEDULE A FORM 2106
Property taxes, home	SCHEDULE A
Protective clothing
Psychiatric care
Psychiatrists
Psychologists
Qualifying educational expenses	SCHEDULE A FORM 2106 FORM 8863
Real estate tax refunds, for previous years - taxable amount	Additional Income
Real property taxes paid (not rental or business property)	SCHEDULE A
Religious contributions	SCHEDULE A
Recapture of Section 280F(b)(2) depreciation Recapture of Section 179 deduction	FORM 4797
Recognition of gain from conflict-of-interest sales	FORM 8824
REMICs	SCHEDULE E
Rental activities - Real estate	SCHEDULE E
Retirement Savings Contribution credit -Auto generated	Form 8880
Rollover of gain from sale of securities	SCHEDULE D
Royaties	SCHEDULE E
Safety deposit box fee	SCHEDULE A
Safety equipment, work-related	SCHEDULE A
Salaries with W-2	FORM W-2
Sales and disposition of business assets	FORM 4797
Sales and disposition of capital assets	SCHEDULE D
Savings bonds sold	SCHEDULE D
S Corporation distributed income	SCHEDULE E
SDI - State Disability Insurance	FORM W-2
Seeing-eye dogs	SCHEDULE A
Short-term gains/losses	SCHEDULE D
Sick Pay	FORM W-2
Social security benefits	Additional Income
Property abondened	FORM 982 Additional Income
Property sold	SCHEDULE D FORM 4797
State Disability Insurance (SDI)	FORM W-2
State income taxes paid in addition to amounts withheld	SCHEDULE A
State tax preparation	STATE PAGES
State taxes withheld	FORM W-2 FORM 1099
Stock dividends	SCHEDULE D
Stock sale gain rollover
Stocks sold
Synagogue, contributions to	SCHEDULE A
Tax preparation / counsel fees	SCHEDULE A
Tax-exempt interest	SCHEDULE B
Tax recovery/settlement-related professional or defense fees	SCHEDULE A
Taxes paid - Foreign income taxes (not for foreign tax credit)
Taxes paid - Income - Local - paid in addition to amounts withheld
Taxes paid - Income - State - paid in addition to amounts withheld
Taxes paid - Other deductible taxes
Taxes paid - Personal property (not for business)
Taxes paid - Personal property, Auto
Taxes paid - Real estate (nor rental or business)
Telephone number	Basic
Temple, contribution to	SCHEDULE A
Temporary assignment related expenses	FORM 2106
Temporary Disability Benefit Fund (list as SDI)	FORM W-2
Tip income, reported
Tip income, unreported
Tithes	SCHEDULE A
Tools, professional	SCHEDULE A FORM 2106
Travel and transportation - contribution, investment related, medical	SCHEDULE A
Travel and transportation - educational, employees, new employment	SCHEDULE A FORM 2106
Travel and transportation, moving expense	FORM 3903
Travel, employee expense	FORM 2106
Treatments, prescribed medical	SCHEDULE A
Uniforms, cost and maintenance
Union dues
United Way
Trust distributed income	SCHEDULE E
Unreimbursed employee business expenses	FORM 2106
Unreported tip income	FORM W-2 FORM 4137
Unreported tips, Names/addresses of business where earned	FORM 4137
US obligations, interest	SCHEDULE B
US savings bonds	SCHEDULE B
Volunteer work mileage	SCHEDULE A
Wages with W-2	FORM W-2
Washington State Supplemental Workman's Compensation Fund (list as SDI)	FORM W-2
Wheelchairs	SCHEDULE A
Withheld income tax not reported elsewhere	Additional Income
Work clothes, uniforms and maintenance	SCHEDULE A
X-Ray, medical	SCHEDULE A

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