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Preparer Page - Tax Year 2015

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Form Lookup Tool   -   Search:

Document Title TW Worksheet 4012 Page Comments
Form 1095-A Health Insurance Marketplace Statement 8962 ACA-15 etc  
Form 1095-B Health Coverage n/a    
Form 1095-C Employer-Provided Health Insurance Offer and Coverage n/a    
Form 1098 Mortgage Interest Statement Sch A F-5  
Form 1098-C Contributions of Motor Vehicles, Boats, and Airplanes 8283   Out of Scope
Form 1098-E Student Loan Interest Statement 1040 Wkt2 E-4  
Form 1098-MA Mortgage Assistance Payments     Out of Scope
Form 1098-T Tuition Statement 8863 Pg2 or 1040 Wkt2 J-1
etc
Evaluate Alternatives
Form 1099-A Abandonment of Secured Property Cap Gn Wkt EXT-5 Out of Scope for NJ Tax-Aide
Form 1099-B Proceeds from Broker and Barter Exchange Transactions Cap Gn Wkt D-16 etc  
Form 1099-C Cancellation of Debt – Mortgage Out of Scope for NJ Tax-Aide EXT-5 Out of Scope for NJ Tax-Aide
Form 1099-C Cancellation of Debt – Credit Card 1040 Wkt7 D-33 Special Topic (Not taxed in NJ)
Form 1099-DIV Dividends and Distributions Dividend Stmt 1116 D-10
G-2
Use 1116 for Foreign Tax
Form 1099-G State Income Tax Refund St Tax Refund D-11 Link from 1040 Line 10
Form 1099-G Unemployment Compensation 1099G Wkt    
Form 1099-INT Interest Income Interest Stmt D-9  
Form 1099-INT Interest Income on EE or I bonds used for higher education expenses Non-taxable D-9 Out of Scope
Form 1099-K Payment Card and Third Party Network Transactions for self-employent - NOT for sale of goods or rental income (e.g. Airbnb) Use Sch C, Sch E, line 21 (1040 Wkt7) as appropriate D-15 There is not special screen in TW for 1099-K - treat like cash income
Form 1099-LTC Long Term Care and Accelerated Death Benefits 8853 Pg2 D-28a  
Form 1099-MISC Box 1 – Rents (if not for land or if have expenses, then Out of Scope) 1099-MISC D-28a Link from Sch E
Special Topic
Form 1099-MISC Box 2 – Royalties (if have expenses, then Out of Scope) 1099-MISC D-28 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 D-13 Link from Sch C
Form 1099-OID Original Issue Discount Interest Stmt D-9  
Form 1099-PATR Rebaye/Patronage Dividends from co-ops n/a D-11 Not taxable for individuals
Form 1099-Q Payments from Qualified Education Programs (amount <= qualified expenses) Not entered D-28a OOS if amount > qualified expenses
Form 1099-QA Distribution ftom ABLE Account (amount <= qualified expenses) Not entered D-28a OOS if amount > qualified expenses
Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. 1099-R
5329
D-19 etc
H-1 etc
See also Form 5329 Instructions
Form 1099-R
Code F
Charitable Gift Annuity 1099-R D-22  
Form 1099-S Proceeds from Real Estate Transactions Sch D Wkt 2
Cap Gn Wkt
D-19 Special Topic
See also IRS Pub 523
Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare+Choice MSA HSA Only - 8889 E-1 etc 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 etc HSA certification req'd
Form 8332 Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent 8453 C-8
K-21
Special Topic
Send In
Form CSA-1099-R Statement of Annuity Paid (Civil Service Pension) 1099-R D-26 See 4012
Form CSF-1099-R Statement of Survivor Annuity Paid (Civil Service Pension) 1099-R D-26 See 4012
Form RRB-1099 Railroad Retirement Benefits – Tier 1 (Social Security equivalent) 1040 Wkt1 D-26  
Form RRB 1099 R Railroad Retirement Benefits – Tier 2 (Pension equivalent) 1099-R D-26  
Form SSA-1099 Social Security Benefits 1040 Wkt1 D-26  
Form SSA-1099 Lump Sum Social Security Payments 1040 Wkt1 D-27 Special Topic
Form W-2 Wage and Tax Statement - NJ W2 D-6 etc See IRS Form W-2 for Box 12 Codes
Form W-2 Wage and Tax Statement – NY W2 D-6 etc Special Topic
Form W-2 Wage and Tax Statement – PA W2 D-6 etc Special Topic
Form W-2G Certain Gambling Winnings W2G   See NJ Special Handling for NJ Lottery 
Schedule K-1 Capital Gains Sch D Pg 1 D-19 Special Topic
Schedule K-1 Dividends Dividend Stmt D-11 Special Topic
Schedule K-1 Interest Interest Stmt D-9 Special Topic
Schedule K-1 Tax-exempt Interest Interest Stmt D-9 Special Topic
Schedule K-1 Rents and Royalties (if have expenses, then Out of Scope) Sch E D-28 Special Topic
Schedule K-1 All Other     Out of Scope
CP01A Notice Identity Theft PIN Main Info P-4 See IRS page
  Aid to Families with Dependent Children (AFDC) Non-Taxable    
  Alimony paid/received 1040 Pg1 D-5
E-3
 
  Bankruptcy Out of Scope    
  Charitable contributions A Detail F-4  
  Child and Dependent Care Expenses 2441 G-3
etc
 
  Child Support Non-Taxable    
  Damages for physical injury (other than punitive) Non-Taxable    
  Death Benefits Non-Taxable    
  Dividends on Life Insurance Non-Taxable    
  Early Withdrawal Penalty Interest Stmt D-9  
  Educator (Teacher) Expenses (Elementary & Secondary) 1040 Wkt2
Sch A
EXT-1  
  Entertainment Expenses (Business) Sch C F-10  
  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    
  Federal income tax refunds Non-Taxable    
CP03A Notice First-time homebuyer Repayment 5405 Pg 2   Special Topic
  Gifts, beqests, and inheritances Non-Taxable   Unless distribution from inherited pension or annuity
  Health Coverage Tax Credit (HCTC) Out of Scope    
  Insurance proceeds (Accident, Casualty, Health, Life) Non-Taxable    
  Interest received on Land Contract / Seller financed mortgage Sch B D-8  
  Home sale Sch D Wkt 2
Cap Gn Wkt
D-19 Special Topic
See also IRS Pub 523
  IRA Contributions (Regular and Roth) IRA Wkt G-7  
  Marketplace Exemption Certificate letter 8965 ACA-5  
  Medical deductions A Detail F-7  
  Power of Attorney 8453   Send In
  Prizes and Awards 1040 Wkt7    
  Residential Energy Improvements 5695   Chart added by 4491-X
  Real Estate / Property Taxes Sch A   See NJ Special Handling
  Real Estate / Property Tax Rebates (PTR) Sch A or St Tax Refund   See NJ Special Handling
  Scholarship / Fellowship payments   J-1  
  Student Loan Interest 1040 Wkt 2 E-4  
  Supplemental Security Income (SSI) Non-taxable    
  Three Year Rule (NJ only) NJ-1040   See NJ Special Handling and GIT-1
  Travel Expenses (Business) Sch C F-9  
  Tips (Unreported) 4137 D-8 Special Topic
  Veterans' benefits Non-taxable    
  Wash Sales Cap Gn Wkt D16 Special Topic
  Welfare payments (including TANF) and food stamps Non-taxable    
  Worker's compensation and similar payments Non-taxable    
  Capital loss carryover from  previous year Sch D Pg 1 D-16  
  Payment of State Income Tax due from previous year(s) F/S Tax Pd   See NJ Special Handling

References

Documents Special Topics
ACA Related Preparer Tools page Jeff Bogart's toolbox