Z4 Y
|
+ WG5 + Wg5 ^ Z58
+ ZFTW + Z55 + O10 + ZEXT + Z58 + ZDEF + ZPOT ^ Z60  ' LINE 60
+ Z60 - Z53 ^ Z61                             ' LINE 61
+ Z61 < ^ Z61
+ ZETX ^ Z63                                  ' LINE 63
+ Z61 - ZETX < + Z61 ^ Z63
+ TY + 1 + 1968 * 100 ^ ZNY
+ Z61 - Z63 ^ Z62                             ' LINE 62
+ Z53 - Z60 ^ Z64                             ' LINE 64
+ Z64 < ^ Z64
+ Z4 - Y = + Z62 - Z64 @
|
S FILING  1 Single.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S STATUS  2 Married filing joint return (even if only one had income).~~~~~~~~~~~~
^
S ~~~~~~~~3 Married filing separate return.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S ~~[
X Z1 `1-5
Q Insert filing status 1 - 5.
S ]~~~4 Head of household. If the qualifying person is a child but not your~~~
^
S ~~~~~~~~~~dependent` enter this child's name here.
P 01 ______________________________
^
S ~~~~~~~~5 Qualifying widow(er) with dependent child (year spouse died > 19
Y Za `~`68-95
Q Insert year 68 - 95 or ' '.
S )~~~
^
S --------------------------------------------------------------------------------
^
S EXEMPTIONS~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S 6a [
X Z6 `X`~
Q Insert 'X' or ' '. Note: Automatically set to ' ' if you check line 33b.
S ] Yourself.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~No. boxes checked \~~~~~~~~~~~
^
S ~b [
X Z7 `X`~
Q Insert 'X' or ' '.
S ] Spouse.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~on 6a and 6b~~~~~~/~~~~~~~~[
1 Zb
S ]
^
S ~c Dependents:~~~~~~~~~~~~~~~~~~~2~~~~~~~~~~~~3~~~~~~~~4~~~~Children on 6c who:~
^
S ~~~
P 02 _______________________
Q Insert dependent name.
S ~~
P 03 ___-__-____
Q Dependents social security number.
S ~~
P 04 ____________
Q Dependents relationship to you.
S ~~
Y Zj `~`1-12
Q Number of months lived in your home this year. Insert 1 - 12 or ' '.
S ~~~~~~~~~~~~~~~~~~~~~~~
^
S ~~~
P 05 _______________________
Q Insert dependent name.
S ~~
P 06 ___-__-____
Q Dependents social security number.
S ~~
P 07 ____________
Q Dependents relationship to you.
S ~~
Y Zk `~`1-12
Q Number of months lived in your home this year. Insert 1 - 12 or ' '.
S ~~~*Lived with you [
Y Z2 `0-99
Q Insert number 0 - 99.
S ]
^
S ~~~
P 08 _______________________
Q Insert dependent name.
S ~~
P 09 ___-__-____
Q Dependents social security number.
S ~~
P 10 ____________
Q Dependents relationship to you.
S ~~
Y Zl `~`1-12
Q Number of months lived in your home this year. Insert 1 - 12 or ' '.
S ~~~*Didn't~~~~~~~~~~~~~
^
S ~~~
P 11 _______________________
Q Insert dependent name.
S ~~
P 12 ___-__-____
Q Dependents social security number.
S ~~
P 13 ____________
Q Dependents relationship to you.
S ~~
Y Zm `~`1-12
Q Number of months lived in your home this year. Insert 1 - 12 or ' '.
S ~~~~~live~with you~[
Y Zc `0-99
Q Insert number 0 - 99.
S ]
^
S ~~~
P 14 _______________________
Q Insert dependent name.
S ~~
P 15 ___-__-____
Q Dependents social security number.
S ~~
P 16 ____________
Q Dependents relationship to you.
S ~~
Y Zn `~`1-12
Q Number of months lived in your home this year. Insert 1 - 12 or ' '.
S ~~~*Dependents not~~~~~
^
S ~~~
P 17 _______________________
Q Insert dependent name.
S ~~
P 18 ___-__-____
Q Dependents social security number.
S ~~
P 19 ____________
Q Dependents relationship to you.
S ~~
Y Zo `~`1-12
Q Number of months lived in your home this year. Insert 1 - 12 or ' '.
S ~~~~~entered above~[
Y Zp `0-99
Q Insert number 0 - 99.
S ]
^
S ~d If child didn't live with you but claimed as dependent check here. [
X Zq `X`~
Q Insert 'X' or ' '.
S ]~~~~~~~
^
S ~e Total number of exemptions claimed......................................[
3 ZE
S ]
^
S --------------------------------------------------------------------------------
^ 
S INCOME~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^ 
S ~7  Wages` salaries` tips` etc. Attach Form(s) W-2.................! 7 !
T 001 Z07
c ZWAG - Your wages.
c ZWAS - Spouse wages.
c ZWNT - Your wages not subject to social security tax.
c ZWNS - Spouse wages not subject to social security tax.
t FU1 U8A   030 1 Plus Form 2106, copy 1, line 8a (your business expenses).
t FU2 u8A   030 1 Plus Form 2106, copy 2, line 8a (spouse business expenses).
t FK1 K20   072 1 Plus Form 2441, line 20.
t FM1 m08   027 1 Plus Form 3903, Part I, line 8 if negative.
t FT1 T03   007 1 Plus Form 4137, copy 1, line 3 (your unreported tip income).
t FT2 t03   007 1 Plus Form 4137, copy 2, line 3 (spouse unreported tip income).
c ZTDI - Your disability income.
t FR1 R11   045 1 ~~~~ZTDI is transferred to Schedule R line 11.
c ZTDS - Spouse disability income.
t FR1 R11   045 1 ~~~~ZTDS is transferred to Schedule R line 11.
c ZSCH - Your scholarship or fellowship not reported on a W-2 form.
t FO1 O02   005 1 ~~~~ZSCH is transferred to Schedule EIC line 2.
c ZSCS - Spouse scholarship or fellowship not reported on a W-2 form.
t FO1 O02   005 1 ~~~~ZSCS is transferred to Schedule EIC line 2.
^
S ~8a Taxable interest income. Attach Schedule B.....................! 8a!
T 002 B04
t FB1 B04   027 1 Transferred from Schedule B` line 4.
^
S ~~b Tax-exempt interest. DON'T include on line 8a.....! 8b!
T 003 BTE
t FB1 BTE   020 1 Transferred from Schedule B` line 1` 'Tax-Exempt Interest'.
S !\\\!~~~~~~~~
^
S ~9  Dividend income. Attach Schedule B.............................! 9 !
T 004 B10
t FB1 B10   051 1 Transferred from Schedule B` line 10.
^
S 10  Taxable refunds or credits of state and local income taxes.....!10 !
T 005 W17
t FW1 W17   022 1 Transferred from State Tax Worksheet, line 7.
^ 
S 11  Alimony received...............................................!11 !
T 006 Z11
c ZALR - Your alimony received.
c ZALS - Spouse alimony received.
^
S 12  Business income or (loss). Attach Schedule C or C-EZ...........!12 !
T 007 Z12
t FC1 C31   051 1 Transferred from Schedule C (copy 1)` line 31.
t FC2 c31   051 1 Transferred from Schedule C (copy 2)` line 31.
^
S 13  Capital gain or (loss). Attach Schedule D......................!13 !
T 008 Z13
t FD1 D18   045 1 Transferred from Schedule D, line 18.
t FD1 D19   049 1 Transferred from Schedule D, line 19.
t FB1 B07   048 1 Transferred from Schedule B, line 7 if Schedule D is not included.
^
S 14  Other gains or (losses). Attach Form 4797......................!14 !
T 009 Z14
t FG1 G20B2 057 1 Transferred from Form 4797, line 20b(2).
t FJ1 J31   094 1 Transferred from Form 4684, line 31 if Form 4797 is not included.
t FJ1 JTA   107 1 Transferred from Form 4684, line 38a if Form 4797 is not included.
^
S 15a Total IRA distributions......!15a!
T 010 Z15
c ZIRN - Nontaxable IRA distributions.
c ZIRT - Taxable IRA distributions.
S !~~~b Taxable amount.!15b!
T 011 Z5B
c ZIRT - Taxable IRA distributions.
t FH1 H13   030 1 Transferred from Form 8606, line 13 (your copy).
t FH2 h13   030 1 Transferred from Form 8606, line 13 (spouse copy).
^
S 16a Total pensions and annuities.!16a!
T 012 WBO
t FW2 WPN1  001 1 Transferred from Pension Worksheet, line 1.
t FW5 WPN2  001 1 Transferred from Spouse Pension Worksheet, line 1.
S !~~~b Taxable amount.!16b!
T 013 Z16
t FW2 WB9   024 1 Transferred from Pension Worksheet, line 9.
t FW5 Wb9   024 1 Transferred from Spouse Pension Worksheet, line 9.
^ 
S 17  Rents` royalties` partnerships` trusts` etc. Attach Schedule E.!17 !
T 014 E40
t FE1 E40   109 1 Transferred from Schedule E, line 40.
t FE1 E26   056 1 Transferred from Schedule E, line 26 if Page 2 does not apply.
^
S 18  Farm income or (loss). Attach Schedule F.......................!18 !
T 015 Z18
t FF1 F36   052 1 Transferred from Schedule F (copy 1) line 36.
t FF2 FSL   052 1 Transferred from Schedule F (copy 2) line 36.
^
S 19  Unemployment compensation......................................!19 !
C ZUEP
c ZUEP
^
S 20a Social security benefits...
1 ZW
S .!20a!
T 016 WSO
t FW3 WSSA  004 1 Transferred from Social Security Worksheet, line 1.
S !~~~b Taxable amount.!20b!
T 017 WS1
t FW3 WS1   039 1 Transferred from Social Security Worksheet, line 18.
^ 
S 21  Other income. List type and amount.
P 20 ____________________________
S !21 !
T 018 Z21
c ZOTH - Other income.
c ZNOL - Net operating loss (subtracted).
c ZPRX - Refund of personal property taxes, foreign income taxes, etc.
t FQ1 Q06   011 1 ~~~ZPRX is transferred to Form 6251, line 6.
^
S 22  Add lines 7 through 21. This is your total income..............!22 !
T 019 Z22
^
S --------------------------------------------------------------------------------
^ 
S ADJUSTMENTS TO INCOME~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^ 
S 23a Your IRA deduction................................!23a!
T 020 Z2A
t FW4 W33   019 1 Transferred from IRA Worksheet #1, line 3, 'Your' column.
t FW4 WI9   062 1 Transferred from IRA Worksheet #2, line 9, 'Your' column.
S !\\\!~~~~~~~~
^ 
S ~~b Spouse's IRA deduction............................!23b!
T 021 Z2B
t FW4 w33   019 2 Transferred from IRA Worksheet #1, line 3, 'Spouse' column.
t FW4 W38   032 1 Transferred from IRA Worksheet #1, line 8, 'Spouse' column.
t FW4 wI9   062 2 Transferred from IRA Worksheet #2, line 9, 'Spouse' column.
t FW4 Wi9   084 1 Transferred from IRA Worksheet #2, line 19, 'Spouse' column.
S !\\\!~~~~~~~~
^
S 24  Moving expenses. Attach Form 3903 or 3903-F.......!24 !
T 022 Z24
t FM1 m08   027 1 Transferred from Form 3903, line 8 if positive.
S !\\\!~~~~~~~~
^
S 25  One-half of self-employment tax...................!25 !
T 023 Z25
t FS1 S06   013 1 Transferred from Schedule SE (your copy)` section A, line 6.
t FS1 S13   050 1 Transferred from Schedule SE (your copy)` section B, line 13.
t FS2 s06   013 1 Transferred from Schedule SE (spouse copy), section A, line 6.
t FS2 s13   050 1 Transferred from Schedule SE (spouse copy), section B, line 13.
S !\\\!~~~~~~~~
^ 
S 26  Self-employed health insurance deduction..........!26 !
T 024 W55
t FW6 W55   011 1 Transferred from Health Insur. Worksheet, line 5.
S !\\\!~~~~~~~~
^ 
S 27  Keogh & self-employed SEP plans. If SEP check [
P 33 ~
S ].!27 !
T 025 Z27
c ZKEO - Your IRA deductions.
c ZKES - Spouse IRA deductions.
c ZSEP - Your SEP deductions.
c ZSES - Spouse SEP deductions.
S !\\\!~~~~~~~~
^
S 28  Penalty on early withdrawal of savings............!28 !
C ZEWS
c ZEWS
S !\\\!~~~~~~~~
^ 
S 29  Alimony paid. Recipient's SSN >~
P 21 ___-__-____
S .......!29 !
C ZALP
c ZALP
S !\\\!~~~~~~~~
^ 
S 30  Add lines 23a through 29. These are your total adjustments.....!30 !
T 026 Z30
^ 
S --------------------------------------------------------------------------------
^ 
S ADJUSTED GROSS INCOME~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^ 
S 31  Subtract line 30 from 22. This is your adjusted gross income...!31 !
T 027 Z31
^ 
F
^
S TAX COMPUTATION~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^ 
S 32  Amount from line 31 (adjusted gross income)....................!32 !
T 028 Z32
^
S 33a Check if: [
X ZA `X`~
Q Insert 'X' or ' '.
S ] You were 65 or older`   [
X ZB `X`~
Q Insert 'X' or ' '.
S ] Blind:~~~~~~~~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~~~~~~~~~~~[
X ZC `X`~
Q Insert 'X' or ' '.
S ] Spouse was 65 or older` [
X ZD `X`~
Q Insert 'X' or ' '.
S ] Blind.~~~~~~~~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~Add the number of boxes checked above.................> 33a [
1 ZT
S ]!\\\!~~~~~~~~
^
S ~~b If someone can claim you as a dependent` check here...> 33b [
X Z8 `X`~
Q Insert 'X' or ' '.
S ]!\\\!~~~~~~~~
^
S ~~c If married filing separately and your spouse itemizes~~~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~deductions or you are a dual-status alien` check here.> 33c [
X Z9 `X`~
Q Insert 'X' or ' '.
S ]!\\\!~~~~~~~~
^
S 34  Enter the larger  / Itemized deductions \~~~~~~~~~~~~~~~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~of your~~~~~~~~~~~\ Standard deduction  /~~~~~~~~~~~~~~~~~~~~~~!34 !
T 029 Z34
t FA1 A29   054 1 Transferred from Schedule A, line 28.
t FW9 W9A   013 1 Transferred from Deduction worksheet, line 5a.
t FW9 W9C   017 1 Transferred from Deduction worksheet, line 5c.
^
S 35  Subtract line 34 from 32.......................................!35 !
T 030 Z35
^
S 36  If line 32 is $
5 W8b
S ~or less` multiply $
4 W8a
S ~by the number~~~!\\\!~~~~~~~~
^
S ~~~~of exemptions on line 6e. If over $
5 W8b
S ` see worksheet.......!36 !
T 031 W88
t FW8 W88   025 1 Transferred from Exemption worksheet, line 8.
^ 
S 37  Taxable income. Subtract line 36 from 35 but not less than -0-.!37 !
T 032 Z37
^
S 38  Tax. Check if from a [
1 ZF
S ] Tax Table` b [
1 ZG
S ] Tax Rate Schedules`~~!\\\!~~~~~~~~
^
S ~~~~c [
1 ZH
S ] Capital Gain Tax Worksheet~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~!38 !
T 033 Z38
^
S 39  Additional taxes. Check if from [
P 22 ~
Q Insert 'X' or ' '.
S ] Form 4970` [
P 23 ~
Q Insert 'X' or ' '.
S ] Form 4972...!39 !
T 034 Z39
c ZX70 - Amount from Form 4970.
c ZX72 - Amount from Form 4972.
^ 
S 40  Add lines 38 and 39............................................!40 !
T 035 Z40
^ 
S --------------------------------------------------------------------------------
^ 
S CREDITS~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^ 
S 41  Credit for child care expenses. Attach Form 2441..!41 !
T 036 K10
t FK1 K10   045 1 Transferred from Form 2441, line 10.
S !\\\!~~~~~~~~
^ 
S 42  Credit for the elderly. Attach Schedule R.........!42 !
T 037 R21
t FR1 R21   079 1 Transferred from Schedule R, line 20.
S !\\\!~~~~~~~~
^
S 43  Foreign tax credit. Attach Form 1116..............!43 !
C ZFTC
c ZFTC
S !\\\!~~~~~~~~
^
S 44  Other credits. Check if from [
P 24 ~
Q Insert 'X' or ' '.
S ] Form 3800`.......!   !~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~[
P 25 ~
Q Insert 'X' or ' '.
S ] Form 8396` [
P 26 ~
Q Insert 'X' or ' '.
S ] Form 8801` [
P 27 ~
Q Insert 'X' or ' '.
S ] other.
P 28 __________
S !44 !
C ZCOT
c ZCOT
S !\\\!~~~~~~~~
^
S 45  Add lines 41 through 44........................................!45 !
T 038 Z45
^ 
S 46  Subtract line 45 from 40. If less than zero` enter -0-.........!46 !
T 039 Z46
^ 
S --------------------------------------------------------------------------------
^ 
S OTHER TAXES~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^ 
S 47  Self-employment tax. Attach Schedule SE........................!47 !
T 040 Z47
t FS1 S05   011 1 Transferred from Schedule SE (your copy)` Section A, line 5.
t FS1 S12   048 1 Transferred from Schedule SE (your copy)` Section B, line 12.
t FS2 s05   011 1 Transferred from Schedule SE (spouse copy)` Section A, line 5.
t FS2 s12   048 1 Transferred from Schedule SE (spouse copy)` Section B, line 12.
^
S 48  Alternative minimum tax. Attach Form 6251......................!48 !
T 041 Q28
t FQ1 Q28   080 1 Transferred from Form 6251, line 28.
^
S 49  Recapture taxes. Check if [ ] Form 4255` [ ] 8611` [ ] 8828....!49 !
C ZRTX
c ZRTX
^
S 50  Social sec. tax on tip income not reported. Attach Form 4137...!50 !
T 042 Z50
t FT1 T12   020 1 Transferred from Form 4137, copy 1, line 12 (your unreported tip income).
t FT2 t12   020 1 Transferred from Form 4137, copy 2, line 12 (spouse unreported tip income).
^
S 51  Tax on qualified retirement plans` including IRAs..............!51 !
C ZITX
c ZITX
^
S 52  Advanced earned income credit payments from Form W-2...........!52 !
C ZAEI
c ZAEI
^
S 53  Household employment taxes. Attach Schedule H..................!53 !
S ~~~~~~~0
^
S 54  Add lines 46 through 53. This is your total tax................!54 !
T 043 Z53
^
S --------------------------------------------------------------------------------
^
S PAYMENTS~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S 55  Federal income tax withheld. If Form 1099` chk [
P 29 ~
Q Insert 'X' or ' '.
S ]!55 !
C ZFTW
c ZFTW
S !\\\!~~~~~~~~
^
S 56  Estimated tax payments............................!56 !
T 044 Z55
t FX1 X16   062 1 Transferred from Estimated Tax Worksheet, line 16.
S !\\\!~~~~~~~~
^
S 57  Earned income credit. Attach Schedule EIC.........!\\\!~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~Nontaxable earned income: amount >~
C ONTI
c ONTI
t FO1 ONTI  010 1 Transferred from Schedule EIC, line 4.
S .......!\\\!~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~and type >~
P 30 _______________________________________
S !57 !
T 045 O10
t FO1 O10   029 1 Transferred from Schedule EIC Worksheet, line 10.
S !\\\!~~~~~~~~
^
S 58  Amount paid with Form 4868 (extension request)....!58 !
C ZEXT
c ZEXT
S !\\\!~~~~~~~~
^
S 59  Excess social security and RRTA tax withheld......!59 !
T 046 Z58
t FW7 WG5   012 1 Transferred from Excess Social Security Tax Worksheet (your copy), line 5.
t FWB Wg5   012 1 Transferred from Excess Social Security Tax Worksheet (spouse copy), line 5.
S !\\\!~~~~~~~~
^
S 60  Other payments. Check if [
P 31 ~
S ] Form 2439` [
P 32 ~
S ] 4136..!60 !
C ZPOT
c ZPOT
S !\\\!~~~~~~~~
^
S 61  Add lines 55 through 60. These are your total payments.........!61 !
T 047 Z60
^
S --------------------------------------------------------------------------------
^
S REFUND OR AMOUNT YOU OWE~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S 62  If line 61 is more than 54` enter amount OVERPAID..............!62 !
T 048 Z61
^
S 63  Amount of line 62 you want REFUNDED TO YOU.....................!63 !
T 049 Z62
^
S 64  Amount of line 62 you want APPLIED TO YOUR~
D ZNY
S ~~~!\\\!~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~ESTIMATED TAX.....................................!64 !
T 050 Z63
c ZETX - Amount of line 62 you want applied to next year's estimated tax.
t FX1 X17   066 1 Transferred to next year's Estimated Tax Worksheet, line 17.
S !\\\!~~~~~~~~
^
S 65  If line 54 is more than 61` enter AMOUNT YOU OWE...............!65 !
T 051 Z64
^
S 66  Estimated tax penalty. Also include on line 65....!66 !~~~~~~~~!\\\\\\\\\\\\
^
S --------------------------------------------------------------------------------
^
S ~~~~~~~~~~~~~~~~~~~~~~Transfer to net worth tax line?  [
X Z4 `Y`N
Q Insert 'Y' or 'N'.
S ]~~~~~~~~~~~~~~~~~~~~~~
^
|
