FormSource Queries to Determine Stimulus Eligibility
To narrow down which taxpayers quality for a stimulus check for the CARES act, use the following FormSource queries.
Please be aware that these examples do not cover all situations, and the results will need to be pared down further.
Query Limitations
- They do not check whether the identifying numbers for taxpayer, spouse, and dependents are SSNs, ITINs, or ATINs.
- They will give you any return with dependents who qualify for the additional $500 (as long as the taxpayer is not claimed as a dependent). The upper limit of AGI is based partly on the number of children. To find the total number of children who qualify, you can add together the Number of Qualifying Children field and the NUMBQCH field in the query.
- They do not filter out dual status returns.
Queries
Legend: O = Organizer, T = Tax Forms, W = Workpapers
Query 1: Married Filing Joint
| Product | Form | Form Name | Field Name | Cond. | Value | And/Or |
|---|---|---|---|---|---|---|
|
1040 1040 |
T T |
FORM 1040 FORM 1040 |
MFJ STATUS TAXPAYER CLAIMED AS DEP |
= <> |
X X |
AND AND |
| ( 1040 1040 1040 ) |
T W W |
FORM 1040 FORM 1040 FORM 1040 |
AGI NUMBER OF QUALIFYING CHILDREN NUMBQCH |
< >= >= |
198000 1 1 |
OR OR |
Query 2: Head of Household
| Product | Form | Form Name | Field Name | Cond. | Value | And/Or |
|---|---|---|---|---|---|---|
|
1040 1040 |
T T |
FORM 1040 FORM 1040 |
HOH STATUS TAXPAYER CLAIMED AS DEP |
= <> |
X X |
AND AND |
| ( 1040 1040 1040 ) |
T W W |
FORM 1040 FORM 1040 FORM 1040 |
AGI NUMBER OF QUALIFYING CHILDREN NUMBQCH |
< >= >= |
136500 1 1 |
OR OR |
Query 3: Other Filing Status
| Product | Form | Form Name | Field Name | Cond. | Value | And/Or |
|---|---|---|---|---|---|---|
|
1040 1040 1040 1040 |
T T T T |
FORM 1040 FORM 1040 FORM 1040 FORM 1040 |
MFJ STATUS HOH STATUS TPLASTNAME TAXPAYER CLAIMED AS DEP |
<> <> <> <> |
X X
X |
AND AND AND AND |
| ( 1040 1040 1040 ) |
T W W |
FORM 1040 FORM 1040 FORM 1040 |
AGI NUMBER OF QUALIFYING CHILDREN NUMBQCH |
< >= >= |
99000 1 1 |
OR OR |
Suggested Report Fields
Legend: O = Organizer, T = Tax Forms, W = Workpapers
Query 1: Married Filing Joint
| Form Type | Form NAME | fIELD nAME |
|---|---|---|
| O | GENERAL INFORMATION | TPFIRSTNAME |
| O | GENERAL INFORMATION | TPLASTNAME |
| O | GENERAL INFORMATION | SPFIRSTNAME |
| O | GENERAL INFORMATION | SPLASTNAME |
| O | BASIC OPTIONS |
CLIENT CODE |
| O | BASIC OPTIONS | CLIENT NOTES |
| T | FORM 1040 | MFJ STATUS |
| T | FORM 1040 | AGI |
| T | FORM 1040 | TAXPAYER CLAIMED AS DEP |
| W | FORM 1040 | NUMBER OF QUALIFYING CHILDREN |
| W | FORM 1040 | NUMBQCH |
| O | GENERAL INFORMATION | TAXPAYER ARMED FORCES |
| O | GENERAL INFORMATION |
SPOUSE ARMED FORCES |
Query 2: Head of Household
| Form Type | Form NAME | fIELD nAME |
|---|---|---|
| O | GENERAL INFORMATION | TPFIRSTNAME |
| O | GENERAL INFORMATION | TPLASTNAME |
| O | BASIC OPTIONS |
CLIENT CODE |
| O | BASIC OPTIONS | CLIENT NOTES |
| T | FORM 1040 | HOH STATUS |
| T | FORM 1040 | AGI |
| T | FORM 1040 | TAXPAYER CLAIMED AS DEP |
| W | FORM 1040 | NUMBER OF QUALIFYING CHILDREN |
| W | FORM 1040 | NUMBQCH |
Query 3: Other Filing Status
| Form Type | Form NAME | fIELD nAME |
|---|---|---|
| O | GENERAL INFORMATION | TPFIRSTNAME |
| O | GENERAL INFORMATION | TPLASTNAME |
| O | BASIC OPTIONS |
CLIENT CODE |
| O | BASIC OPTIONS | CLIENT NOTES |
| T | FORM 1040 | MFJ STATUS |
| T | FORM 1040 | HOH STATUS |
| T | FORM 1040 | AGI |
| T | FORM 1040 | TAXPAYER CLAIMED AS DEP |
| W | FORM 1040 | NUMBER OF QUALIFYING CHILDREN |
| W | FORM 1040 | NUMBQCH |
Tax Application Release Notes and Resources/fs_cares.htm/TY2021
Last Modified: 04/21/2020
Last System Build: 11/08/2021
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