Tax Forms Flashcards

1
Q

1040

A

Individual Returns

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2
Q

Schedule 1 - Part I

A

Additional Income:

  • Refunds
  • Alimony
  • Business Income Sch C
  • Gains - 4797
  • Rental Income - Sch E
  • Farm Income
  • Unemployment
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3
Q

Schedule 1 Part II

A
Adjustments to income
-Educator expenses
-HSA deduction
- Deductable part of SE Tax
-SEP/SIMPLE plans
-SE Health Insurance deduction
- Student loan deductions
-Tuition
-
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4
Q

Schedule 2 - Part 1 and II

A

Tax and other Tax

- SE Tax

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5
Q

Schedule A

A

Itemized deductions

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6
Q

Schedule B - Part I Part II and Part III

A

Part I - Interest income
Part II - Ordinary Dividends
Part III - Foreign Accounts and Trusts

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7
Q

Schedule C

A

Profit or Loss from a Business

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8
Q

Schedule D

A

Capital Gains and Losses

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9
Q

Schedule E - Part I , II, III, IV, V

A
Supplemental Income and Loss
Part I - Rental Real Estate 
Part II - Partnerships and S Corps 
Part III - Estates and Trusts
Part IV - Real Estate Mortgage Investment s
Part V Summary
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10
Q

Schedule F

A

Farm Income and Expenses

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11
Q

Schedule H

A

Household employment Taxes

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12
Q

Schedule SE

A

Self Employment Tax

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13
Q

982

A

Discharge of indebtedness

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14
Q

965

A

Deferred Foreign Income

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15
Q

1045

A

Application for refund (Carry Back)

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16
Q

1116

A

Foreign Tax Credit

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17
Q

1310

A

Claiming a refund for a deceased taxpayer

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18
Q

2106

A

Employee Business Expenses

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19
Q

2210

A

Underpayment of estimated tax

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20
Q

2350

A

File an extension

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21
Q

2441

A

Child and dependent Care Expenses

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22
Q

2555

A

Foreign earned income

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23
Q

2848

A

Power of Attorney

24
Q

3115

A

Change in Accounting Method

25
Q

3903

A

Moving expenses

26
Q

4137

A

Social Security and Medicare Tax on Unreported Tip Income

27
Q

4506

A

Request a copy of a tax return

28
Q

4562

A

Depreciation and amortization

29
Q

4797

A

Sale of Business Property

30
Q

4835

A

Farm Rental Income and Expenses

31
Q

4868

A

Mail in form for extension of time

32
Q

4952

A

Investment Interest expense

33
Q

5329

A

Additional Taxes on Qualified Plans

34
Q

5695

A

Residential Energy Credits

35
Q

6198

A

At-Risk Limits

36
Q

6252

A

Installment sale income

37
Q

7202

A

Credit for Sick Leave and Family leave - self-employed individuals

38
Q

8283

A

Noncash Charitable contributions

39
Q

8332

A

Release of claim to exemption for child of custodial parent

40
Q

8396

A

Mortgage interest credit

41
Q

8582

A

Passive Activity Loss Limitations

42
Q

8606

A

Nondeductible IRA’s

43
Q

8822

A

Change your home address

44
Q

8824

A

Like Kind Exchanges

45
Q

8829

A

Business Use of Home

46
Q

8834

A

Qualified electric vehicle credit

47
Q

8839

A

Adoption Credit

48
Q

8857

A

Innocent Spouse Relief

49
Q

8863

A

Education Credits - American Opportunity and Lifetime Learning

50
Q

8867

A

Preparer Due Diligence list

51
Q

8879

A

Efile signature Form

52
Q

8894

A

Employer credit for Paid Family and Medial Leave

53
Q

8995

A

QBID

54
Q

9465

A

Installment Agreement Request

55
Q

10439

A

Identity Theft Affidavit

56
Q

114a

A

FBARS

57
Q

8949

A

Sale an Disposition of Capital Assets