Planner CS: Chart 1: 1040 Worksheet Rows Exported

Main Worksheet

2

Personal Exemptions

Ordinary Income

16

Taxpayer’s Keogh and SEP Deductions

17

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

28

Net Operating Loss (NOL) Deduction

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

14

Unrecaptured Sec 1250 Cap Gain Dividends (25%)

16

28% Rate Capital Gain Dividends

22

Other Long-Term Cap Gain Dividends

26

Private Activity Bond Interest

28

Other Exempt Interest

Itemized Deductions

2

Medical Expenses

6

Other Net Personal Casualty Loss

16

State & Local Sales Taxes

18

Property Taxes: Residential

19

Property Taxes: Investment

20

Other State and Local Taxes

21

Qualified Residence Interest (fed from sub-worksheet)

31

Other Employee Business Expense

32

Other Miscellaneous Expenses

35

Gambling Losses

37

Other Itemized Deductions

Lump Sum Distribution

2

Taxpayer’s Capital Gain Distribution

4

Taxpayer’s Ordinary Income Distribution

6

Taxpayer’s Annuity Distribution

7

Taxpayer’s Section 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 Section 101(b) Exclusion

22

Spouse’s Estate Tax on Distribution

Wages

1

Taxpayer’s FICA 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

21

Other Exclusion Adjustments

Charitable Contributions

4

Cash Contributions - Current (50%)

5

Cash Carryover - Entered (50%)

8

Capital Gain Property Contributions - Current (50%)

13

Cash Contributions - Current (30%)

14

Cash Carryover - Entered (30%)

17

Capital Gain Property Contributions - Current (30%)

Minimum Tax Credit

19

Credit Attributable - 1st Prior Year

Investment Interest Expense

4

Schedule A Interest (Itemized)

13

Schedule A Carryover (Itemized)

Section 1231 and Casualty Loss or Gain

2

Trade or Business Condemnation Gain

4

Investment Condemnation Gain

23

Nonpassive Other Section 1231 Trade/Business Gain/Loss

45

Nonrecaptured Previous Year Losses - Entered

Section 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

4

Taxpayer’s Other Self-Employment Income

13

Spouse’s Other Self-Employment Income

21

Taxpayer’s Self-Employment Income Adjustment

22

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

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)

3

2009 Purchase After Nov 6? (N/Y)

10

Prior Year Credit Allowed

Affordable Care Credit & Shared Responsibility Payment

9

Other Fam Members AGI or Adjust

36

Total Exchange Premiums Paid

37

Total Silver Benchmark Premiums

45

Advance Credit Payments