| Document |
Title |
TW Worksheet |
4012 Page |
Comments |
| Form 1098 |
Mortgage Interest Statement |
Sch A |
4-2 |
|
| Form 1098-C |
Contributions of Motor Vehicles, Boats, and Airplanes |
8283 |
|
Out of Scope |
| Form 1098-E |
Student Loan Interest Statement |
1040 Wkt2 |
E-5 |
|
| Form 1098-T |
Tuition Statement |
8863 Pg2 or
1040 Wkt2 |
G-3
5-4
13-1 |
Evaluate Alternatives |
| Form 1099-A |
Abandonment of Secured Property |
Cap Gn Wkt |
D-4
2-15 |
Special Topic
COD Certification req'd |
| Form 1099-B |
Proceeds from Broker and Barter Exchange Transactions |
Cap Gn Wkt |
2-10
2-13 |
|
| Form 1099-C |
Cancellation of Debt – Mortgage |
Cap Gn Wkt
982 |
D-5
2-15 |
Special Topic
(Not taxed in NJ)
COD Certification req'd |
| Form 1099-C |
Cancellation of Debt – Credit Card |
1040 Wkt7 |
D-6 |
Special Topic
(Not taxed in NJ)
COD Certification req'd |
| Form 1099-DIV |
Dividends and Distributions |
Dividend Stmt
1116 |
2-6
5-2 |
Use 1116 for Foreign Tax |
| Form 1099-G |
State Income Tax Refund |
St Tax Refund |
|
Link from 1040 Line 10 |
| Form 1099-G |
Unemployment Compensation |
1099G Wkt |
|
|
| Form 1099-INT |
Interest Income |
Interest Stmt |
2-5 |
|
| Form 1099-INT |
Interest Income on EE/I bonds used for higher education expenses |
Non-taxable |
D-1 |
|
| Form 1099-LTC |
Long Term Care and Accelerated Death Benefits |
8853 Pg2 |
|
Out of Scope |
| Form 1099-MISC |
Box 1 – Rents (if have expenses, then Out of Scope) |
1099-MISC |
2-21 |
Link from Sch E
Special Topic |
| Form 1099-MISC |
Box 2 – Royalties (if have expenses, then Out of Scope) |
1099-MISC |
2-21 |
Link from Sch E
Special Topic |
| Form 1099-MISC |
Box 3 – Other Income |
1099-MISC |
|
Link from 1040 Wkt7 |
| Form 1099-MISC |
Box 7 – Nonemployee compensation |
1099-MISC |
2-8 |
Link from Sch C |
| Form 1099-OID |
Original Issue Discount |
Interest Stmt |
2-5 |
|
| Form 1099-Q |
Payments from Qualified Education Programs (amount <= qualified expenses) |
Not entered |
|
OOS if amount > qualified expenses |
| Form 1099-R |
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. |
1099-R
5329 |
2-17
6-4 |
See IRS Form 1099-R for Box 7 Codes and also Form 5329 Instructions |
| Form 1099-S |
Proceeds from Real Estate Transactions |
Sch D Wkt 2
Cap Gn Wkt |
2-13 |
See also IRS Pub 523 |
| Form 1099-SA |
Distributions From an HSA, Archer MSA, or Medicare+Choice MSA |
HSA Only - 8889 |
E-1 |
HSA certification req'd |
| Form 1099-SA |
Distributions From an HSA, Archer MSA, or Medicare+Choice MSA |
Non HSA - 8853 |
|
Out of scope |
| Form 5498 |
IRA Contribution Information |
8606 |
|
Special Topic |
| Form 5498-SA |
HSA, Archer MSA, or Medicare Advantage MSA Information |
|
E-1 |
HSA certification req'd |
| Form 8332 |
Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent |
8453 |
|
Send In |
| Form CSA-1099-R |
Civil Service Pension |
1099-R |
2-19 |
See 4012 |
| Form CSF-1099-R |
Civil Service Pension |
1099-R |
2-19 |
See 4012 |
| Form RRB-1099 |
Railroad Retirement Benefits – Tier 1 (Social Security equivalent) |
1040 Wkt1 |
2-19 |
|
| Form SSA-1099 |
Social Security Benefits |
1040 Wkt1 |
2-19 |
|
| Form SSA-1099 |
Lump Sum Social Security Payments |
1040 Wkt1 |
2-20 |
Special Topic |
| Form W-2 |
Wage and Tax Statement - NJ |
W2 |
2-3 |
See IRS Form W-2 for Box 12 Codes |
| Form W-2 |
Wage and Tax Statement – NY |
W2 |
2-3 |
Special Topic |
| Form W-2 |
Wage and Tax Statement – PA |
W2 |
2-3 |
Special Topic |
| Form W-2G |
Certain Gambling Winnings |
W2G |
|
See NJ Special Handling for NJ Lottery |
| Form RRB 1099 R |
Railroad Retirement Benefits – Tier 2 (Pension equivalent) |
1099-R |
2-19 |
|
| Schedule K-1 |
Capital Gains |
Sch D Pg 1 |
|
|
| Schedule K-1 |
Dividends |
Dividend Stmt |
|
|
| Schedule K-1 |
Interest |
Interest Stmt |
|
|
| Schedule K-1 |
Rents and Royalties (if have expenses, then Out of Scope) |
Sch E |
2-21 |
Special Topic |
| Schedule K-1 |
All Other |
|
|
Out of Scope |
| CP01A Notice |
Identity Theft PIN |
Main Info |
7 |
See IRS page |
| |
Aid to Families with Dependent Children (AFDC) |
Non-Taxable |
D-1 |
|
| |
Alimony paid/received |
1040 Pg1 |
E-3
3-1 |
|
| |
Bankruptcy |
Out of Scope |
|
|
| |
Charitable contributions |
A Detail |
4-5 |
|
| |
Child and Dependent Care Expenses |
2441 |
G-1
5-3 |
|
| |
Child Support |
Non-Taxable |
D-1 |
|
| |
Damages for physical injury (other than punitive) |
Non-Taxable |
D-1 |
|
| |
Death Benefits |
Non-Taxable |
D-1 |
|
| |
Dividends on Life Insurance |
Non-Taxable |
D-1 |
|
| |
Educator (Teacher) Expenses (Elementary & Secondary) |
1040 Wkt2
Sch A |
|
|
| |
Estimated Payments – Federal |
F/S Tax Pd |
|
|
| |
Estimated Payments - NJ |
F/S Tax Pd |
|
See NJ Special Handling |
| |
Federal Employees' Compensation Act payments |
Non-Taxable |
D-1 |
|
| |
Federal income tax refunds |
Non-Taxable |
D-1 |
|
| CP03A Notice |
First-time homebuyer Repayment |
5405 Pg 2 |
|
Special Topic |
| |
Gifts, beqests, and inheritances |
Non-Taxable |
D-1 |
Unless distribution from inherited pension or annuity |
| |
Insurance proceeds (Accident, Casualty, Health, Life) |
Non-Taxable |
D-1 |
|
| |
Interest received on Land Contract / Seller financed mortgage |
Sch B |
2-4 |
|
| |
Home sale |
Sch D Wkt 2
Cap Gn Wkt |
2-16 |
See also IRS Pub 523 |
| |
IRA Contributions (Regular and Roth) |
IRA Wkt |
|
|
| |
Medical deductions |
A Detail |
4-4 |
|
| |
Power of Attorney |
8453 |
12-4 |
Send In |
| |
Residential Energy Improvements |
5695 |
|
|
| |
Real Estate / Property Taxes |
Sch A |
4-2 |
|
| |
Real Estate / Property Tax Rebates (PTR) |
Sch A or
St Tax Refund |
|
See NJ Special Handling |
| |
Scholarship / Fellowship payments |
|
D-3 |
|
| |
Student Loan Interest |
1040 Wkt 2 |
E-5 |
|
| |
Supplemental Security Income (SSI) |
Non-taxable |
D-1 |
|
| |
Three Year Rule (NJ only) |
NJ-1040 |
|
See NJ Special Handling and GIT-1 |
| |
Tips (Unreported) |
4137 |
2-4 |
|
| |
Veterans' benefits |
Non-taxable |
D-1 |
|
| |
Welfare payments (including TANF) and food stamps |
Non-taxable |
D-1 |
|
| |
Worker's compensation and similar payments |
Non-taxable |
D-1 |
|
| |
Capital loss carryover from previous year |
Sch D Pg 1 |
|
|
| |
Payment of State Income Tax due from previous year(s) |
F/S Tax Pd |
|
See NJ Special Handling |