|
Type of Income |
Enter on this form in TaxWise |
|---|---|
|
W-2 |
W-2 |
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W-2G (Gambling) |
W-2G |
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W-2GU (Guam W-2) |
W-2GU |
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Income from Foreign Employer with no EIN and not reported on W2 |
FEC (Foreign Employer Compensation) |
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K-1 |
K-1 P/S (Partnership/S Corp) or K-1 E/T (Estates and Trusts) |
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1099-R |
Form 1099-R |
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CSA 1099-R |
Form 1099-R |
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RRB 1099-R |
Form 1099-R |
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Substitute 1099-R (Form 4852) |
F9 on Payer's ID entry of new, blank 1099-R |
|
Unemployment compensation, Repayment, Withholding |
1099-G |
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Tips not on W-2 |
Form 4137 |
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Scholarship not on W-2 |
1040 Wkt 1 |
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Household Employee income not on W-2 |
1040 Wkt 1 |
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1099-B Stocks, bonds, (box 2) |
Schedule D or Capital Gain/Loss Worksheet (F9 on Schedule D to open) |
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1099-DIV Dividends |
Schedule B or Dividend Statement (F9 in Dividend section on Schedule B to open statement) |
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1099-INT Interest Income |
Schedule B or Interest Statement (F9 on Schedule B to open statement) |
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1099-OID |
Schedule B: Interest Statement |
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1099-SSA |
1040 Wkt 1 |
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Rents from Form 1099-Misc |
F9 on Schedule E, line 3 |
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Royalties from Form 1099-Misc |
F9 on Schedule E, line 4 |
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Prizes from Form 1099-Misc |
F9 on Form 1040, line 21 |
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Fishing Boat Proceeds from Form 1099-Misc |
F9 on Sch. C or CEZ, line 1 |
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Medical Payments from Form 1099-Misc |
F9 on Sch. C or CEZ, line 1 |
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Non-employee Compensation (If self-employed) from Form 1099-Misc |
F9 on Sch. C or CEZ, line 1 |
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Non-employee Compensation (If hobby) from Form 1099-Misc |
F9 on Form 1040, line 21 to 1040 Wkt 7 then F9 from line 2 |
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Substitute Payments from Form 1099-Misc |
F9 on Form 1040, line 21 to 1040 Wkt 7 then F9 from line 2 |
|
Crop Insurance |
F9 on Sch. F, line 8a |
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1099-MSA |
Form 8853 |
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Taxable State Refund |
F9 on 1040, line 10 for worksheet |
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Social Security/RR Tier 1 |
1040 Wkt 1; carries to 1040 line 20a |
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Lump Sum SS/RRT |
1040 Wkt 1; F9 for prior year worksheet |
|
Sale of Home |
Sch D Wkt 2 (bottom) |
|
Adjustments to Income |
Enter on this form in TaxWise |
|---|---|
|
Educator Expenses |
1040 Wkt 2 |
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IRA Contributions |
IRA Worksheet |
|
Student Loan Interest Paid |
1040 Wkt 2 |
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Tuition & Fees as AGI Deduction |
1040 Wkt 2 |
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Health Savings Acct Contribution/ Distribution |
Form 8889 |
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Moving Expense |
Form 3903 |
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Self-Emp Tax |
Calculated by TaxWise on Sch. SE |
|
Self-Emp Health Ins. |
F9 on Form 1040, line 28 for worksheet |
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SE SEP, SIMPLE and Qualified Plans |
F9 on Form 1040, line 32 for wkt |
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Penalty on Early Withdrawal of Savings |
Sch B: Interest Statement |
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Alimony Paid |
Form 1040, line 31; F9 for wkt |
|
MSA Contributions |
Form 8853 |
|
Deductions |
Enter on this form in TaxWise |
|---|---|
|
Medical Expenses/Miles |
Schedule A Detail |
|
Charitable Contrib./Miles |
Schedule A Detail |
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Noncash Contrib. over $500 |
Form 8283 |
|
State and Local Income Taxes |
Carry from W-2, W-2G, 1099G, 1099R, F/S Tax Pd to Sch A |
|
State Sales Tax |
Schedule A |
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Casualty & Theft Losses: Personal Business |
Form 4684, page 1 Form 4684, page 2 |
|
1098 Mortgage Interest: |
Schedule A |
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For home used in business |
Form 8829. Remainder carries to Sch A |
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For home used in business by employee |
F9 on Form 2106, line 4 for worksheet |
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For home used for part rental/part personal |
F9 on Sch. E for worksheet |
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1098 Points (box 2) |
Schedule A; if amortizing, link (F9) on Sch A line 12 to Depreciation Worksheet |
|
Employee Business Expenses |
Form 2106 and/or Schedule A |
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Depreciation, Amortization, and Business Asset Sales |
Link from form to which depreciation applies (Sch. C, F, E, etc.) to Form 4562, then link to Depreciation Worksheet |
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Schedule C Business Use of Home |
F9 on Sch C, line 30, to Form 8829 |
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Business Use of Home by Employee |
F9 on Form 2106, line 4 for wkt |
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Excluded income from Puerto Rico |
Main Info |
|
Excluded income for Residents of American Samoa |
Form 4563 |
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Credits |
Enter on this form in TaxWise |
|---|---|
|
Foreign Tax Credit |
Form 1116 |
|
Child and Dependent Care Credit |
Form 2441 |
|
Elderly or Disabled Credit |
TaxWise calculates on Schedule R |
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Education Credits (Hope, Lifetime Learning) |
Form 8863 |
|
Retirement Savings Contribution Credit |
Form 8880 |
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Child Tax Credit |
TaxWise calculates on 1040 Wkt 3 |
|
Adoption Credit |
Form 8839 |
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Payments |
Enter on this form in TaxWise |
|---|---|
|
Fed/State Estimated Tax Payments |
F/S Tax Paid |
|
Earned Income Credit |
Calculated by TaxWise on EIC Worksheet |
|
Withholding |
Carries from W-2, W-2G, 1099-R, F/S Tax Paid |
|
Additional Child Tax Credit |
Calculated by TaxWise on Form 8812 |
|
Amount Paid w/4868 or 2350 |
1040 Wkt 3 |