Ch. 01 - 1040 Line By Line To Form Flashcards
- wages, salaries, tips, etc.
W-2
2a. Tax-exempt interest
1099-INT
2b. Taxable interest
2099-INT, 1099-OID
3a. Qualified dividends
1099-DIV
3b. Ordinary dividends
1099-DIV
4a, b. IRA distributions
1099-R to
FORM 8606
5a,b. Pensions and annuities
1099-R
6a-c. Social security benefits and lump-sum election method
SSA-1099, RRB-1099
- Capital Gain (or loss)
1099-B, 1099-DIV to
Form 8949, Sch D
- Other income from Schedule 1, line 10
Schedule 1
Lines 1 - 8
- Total Income
1040 lines 1 - 8
- Adjustments to income from Schedule 1, line 26
Schedule 1
Lines 11 - 24
- adjusted gross income
Line 9 - line 10
Total income - Adjustments to income
12a. Standard deduction or itemized deductions
Schedule A for itemized deductions
- Qualified business income deduction
Form 8995, 8995-A
- Taxable income
??
- Tax
Form 4972, 8615, and 8814
- tax from Schedule 2, line 3
Schedule 2
- Nonrefundable child tax credit or credit for other dependents
Form 8812
- Nonrefundable credits from Schedule 3, line 8
Schedule 3
- Other taxes from Schedule 2, line 21
Schedule 2
- Total tax
1040, lines 16 - 23 added together
25a-c. Federal income tax withheld
W-2, 1099
- 2023 estimated tax payments and 2022 amount applied
1040-ES
- Earned income credit
EIC
- Additional child tax credit
8812
- American opportunity credit (AOC)
Form 863
- Other payments and refundable credits from Schedule 3, line 15
Schedule 3
- Total payments
34-37. Refund/amount owed
Form 8888
- Estimated tax penalty
Form 2210, 2201-F
