Bloomberg Tax Planner Export: Chart 1: 1040 Worksheet Rows Exported

Worksheet Name	Worksheet Row	Worksheet Row Description
Main Worksheet	2	Personal Exemptions
Ordinary Income	17	Taxpayer’s Keogh and SEP Deductions
	18	Spouse’s Keogh and SEP Deductions
	27	Other Adjustments
Capital Gains and Losses	1	Short-Term Investment Gain or Loss
	12	Short-Term Loss Carryover: §1411 (do not enter pre-2013 data)
	29	Other Long-Term Investment Gain or Loss
Other Ordinary Income	1	Social Security Benefits
	5	Adjustments to Tax Refunds
	6	Taxpayer’s Alimony Received (includes Spouse’s Alimony Received, if any)
	8	Unemployment Compensation
	17	Royalties
	26	Other Nonpassive Income and Loss
	38	Other Pension and IRA Distributions
	39	Other Ordinary Income
Interest and Dividends	2	US Government Interest
	4	Other Interest
	6	Qualified Dividends
	8	Nonqualified Dividends
	10	REIT Dividends
	16	Unrecaptured §1250 Cap Gain Dividends (25%)
	18	28% Rate Capital Gain Dividends
	24	Other Long-Term Cap Gain Dividends
	28	Private Activity Bond Interest
	30	Other Exempt Interest
Itemized Deductions	2	Medical Expenses
	6	Other Net Personal Casualty Loss
	16	State & Local Sales Taxes
	18	Property Taxes: Residential
	19	Other State and Local Taxes
	22	Property Taxes: Investment
	23	Qualified Residence Interest
	31	Other Employee Business Expense
	32	Other Miscellaneous Expenses
	35	Gambling Losses
	37	Other Itemized
Lump Sum Distribution	2	Taxpayer’s Capital Gain Distribution
	4	Taxpayer’s Ordinary Income Distribution
	6	Taxpayer’s Annuity Distribution
	7	Taxpayer’s §101(b) Exclusion
	8	Taxpayer’s Estate Tax on Distribution
	16	Spouse’s Capital Gain Distribution
	18	Spouse’s Ordinary Income Distribution
	20	Spouse’s Annuity Distribution
	21	Spouse’s §101(b) Exclusion
	22	Spouse’s Estate Tax on Distribution
Wages	1	Taxpayer’s FICA Wages
Wages	7	Spouse’s FICA Wages
Credits	3	Dependent Care Credit
	4	Adoption Credit
	6	American Opportunity & Lifetime Cr
	11	Elderly Credit
	12	Mortgage Interest Credit
	15	Foreign Tax Credit
	17	Miscellaneous Nonrefundable Credits
	29	Payment with Extension
	44	First-Time Homebuyer Credit
	46	Other Refundable Credits
	50	AMT Foreign Tax Credit
Alternative Minimum Tax	19	Other Exclusion Preferences
Alternative Minimum Tax	21	Other Exclusion Adjustments
Charitable Contributions	4	Cash Contributions - Current (60%)
	5	Cash Carryover - Entered (60%)
	13	Capital Gain Property Contributions - Current (50%)
	13	Cash Contributions - Current (30%)
	19	Cash Carryover - Entered (30%)
	22	Capital Gain Property Contributions - Current (30%)
Minimum Tax Credit	19	Credit Attributable - 1st Prior Year
Investment Interest Expense	4	Schedule A Interest (Itemized)
Investment Interest Expense	13	Schedule A Carryover (Itemized)
§1231 and Casualty Loss or Gain	2	Trade or Business Condemnation Gain
	4	Investment Condemnation Gain
	23	Nonpassive Other §1231 Trade/Business Gain/Loss
	45	Nonrecaptured Previous Year Losses - Entered
§1231 and Casualty Loss/Gain - AMT	37	Nonrecaptured Previous Year Losses - Entered
Filing Status	1	Filing Status
	3	Must Itemize Supported
	6	Aged or Blind - # of Additional Amounts
	7	Optimized Standard Deduction vs. Itemized (Y/N)
Self-Employment and Other Taxes	18	Investment Credit Recapture
	20	Social Security Tip and Excess Plan Taxes
	21	Tax on IRA and Other Taxes
	22	Domestic Employment Taxes
Self-Employment Income and Loss	5	Taxpayer’s Other Self-Employment Income
	15	Spouse’s Other Self-Employment Income
	23	Taxpayer’s Self-Employment Income Adjustment
	24	Spouse’s Self-Employment Income Adjustment
Capital Gain or Loss - AMT	4	Short-Term Loss Carryover
IRA Deductions	5	Taxpayer Covered by Pension (Y/N)
	6	Spouse Covered by Pension (Y/N)
	7	Taxpayer Over 50 (Y/N)
	8	Spouse Over 50 (Y/N)
	10	Taxpayer’s Traditional IRA Contribution
	12	Spouse’s Traditional IRA Contribution
Withholding, Estimated, and Penalty (Federal)	1	Compute Underpayment Penalty (Y/N)
	9	Prior Year AGI
	13	Prior Year Tax
	18	Other Withholding
	19	Refund for Prior Year
	20	Apply Refund to Estimated (Y/N)
	26	Current Year 1st Payment Made
	27	Current Year 1st Payment Date
	32	Current Year 2nd Payment Made
	33	Current Year 2nd Payment Date
	38	Current Year 3rd Payment Made
	39	Current Year 3rd Payment Date
	44	Next Year Payment Made
	45	Next Year Payment Date
AMT Charitable Contribution Adjustment	5	Cash Current - 60% - AMT Adjustment
	6	AMT Cash Carryover Entered - 60%
	11	Cash Current - 50% - AMT Adjustment
	12	AMT Cash Carryover Entered - 50%
Earned Income Credit	1	Qualifies for Earned Income Credit
Earned Income Credit	2	Number of Qualifying Children
Resident State Estimated and Withholding Payments	7	Refund for Prior Year
	9	Other Current Year Withholding
	10	April-December Estimated Payments
	12	Jan Estimate Paid Next Year
28% Rate Capital Gains and Losses	17	Other 28% Rate Gain or Loss
Child Tax Credit	1	Number of Qualifying Children
Educational Interest Income and Expense	2	Educational Expenses
	4	Total Qualified EE Proceeds
	5	Qualified EE Bond Interest
	12	Qualified Educational Loan Interest
State Estimated and Withholding	18	Tax Benefit Reduction
Qualified Residence Interest	3	Qualified Housing Interest
First-time Homebuyer Credit	2	Next Yr Purchase Elected this Yr? (N/Y)
First-time Homebuyer Credit	10	Prior Year Credit Allowed
Affordable Care Credit and Shared Responsibility Payment	9	Other Fam Members AGI or Adjust
	36	Total Exchange Premiums Paid
	37	Total Silver Benchmark Premiums
	45	Advance Credit Payments
Current Year NOL Generated	8	Nonbusiness Ordinary Income: Adj to Nonbus Ord Income

Import/Export/bloomberg_5.htm/TY2021

Last Modified: 10/06/2021

Last System Build: 10/18/2022