| Document |
Title |
TW Worksheet |
4012 Page |
Comments |
| Form 1098 |
Mortgage Interest Statement |
Sch A |
|
|
| Form 1098-C |
Contributions of Motor Vehicles, Boats, and Airplanes |
8283 |
|
|
| Form 1098-E |
Student Loan Interest Statement |
1040 Wkt2 |
|
|
| Form 1098-T |
Tuition Statement |
8863 or
1040 Wkt2 |
5-1
5-3 |
Evaluate Alternatives |
| Form 1099-A |
Abandonment of Secured Property |
?? |
2-10 |
Special Topic |
| Form 1099-B |
Proceeds from Broker and Barter Exchange Transactions |
Cap Gn Wkt |
2-9 |
|
| Form 1099-C |
Cancellation of Debt – Mortgage |
Cap Gn Wkt
982 |
D-9 |
Special Topic
(Not taxed in NJ) |
| Form 1099-C |
Cancellation of Debt – Credit Card |
Line 21 |
D-10 |
Special Topic
(Not taxed in NJ_ |
| Form 1099-DIV |
Dividends and Distributions |
Dividend Stmt
1116 |
2-6
5-4 |
Use 1116 for Foreign Tax |
| Form 1099-G |
State Income Tax Refund |
St Tax Refund |
|
Link from 1040 Line 10 |
| Form 1099-G |
Unemployment Compensation |
1099G Wkt |
|
|
| Form 1099-INT |
Interest Income |
Interest Stmt |
2-5 |
|
| Form 1099-LTC |
Long Term Care and Accelerated Death Benefits |
8853 Pg2 |
|
Out of Scope |
| Form 1099-MISC |
Box 1 – Rents |
1099-MISC |
|
Link from Sch E
Special Topic |
| Form 1099-MISC |
Box 2 – Royalties |
1099-MISC |
|
Link from Sch E
Special Topic |
| Form 1099-MISC |
Box 3 – Other Income |
1099-MISC |
|
Link from 1040 Line 21 |
| Form 1099-MISC |
Box 7 – Nonemployee compensation |
1099-MISC |
2-8 |
Link from Sch C |
| Form 1099-OID |
Original Issue Discount |
Interest Stmt |
|
|
| Form 1099-Q |
Payments from Qualified Education Programs (amount <= qualified expenses) |
Not entered |
|
OOS if amount > qualified expenses |
| Form 1099-R |
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. |
1099-R
5329 |
2-11
6-3 |
See IRS Form 1099-R for Box 7 Codes |
| Form 1099-S |
Proceeds from Real Estate Transactions |
Sch D Wkt 2 |
|
|
| Form 1099-SA |
Distributions From an HSA, Archer MSA, or Medicare+Choice MSA |
8853 Pg1 |
|
Out of Scope |
| Form 5498 |
IRA Contribution Information |
8606 |
|
Special Topic |
| Form 8332 |
Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent |
8453 |
|
Send In |
| Form CSA-1099-R |
Civil Service Pension |
1099-R |
2-13 |
See 4012 |
| Form CSF-1099-R |
Civil Service Pension |
1099-R |
2-13 |
See 4012 |
| Form RRB-1099 |
Railroad Retirement Benefits – Tier 1 (Social Security equivalent) |
1040 Wkt1 |
2-12 |
|
| Form SSA-1099 |
Social Security Benefits |
1040 Wkt1 |
2-12 |
|
| Form SSA-1099 |
Lump Sum Social Security Payments |
1040 Wkt1 |
|
Special Topic |
| Form W-2 |
Wage and Tax Statement - NJ |
W2 |
|
See IRS Form W-2 for Box 12 Codes |
| Form W-2 |
Wage and Tax Statement – NY |
W2 |
|
Special Topic |
| Form W-2 |
Wage and Tax Statement – PA |
W2 |
|
Special Topic |
| Form W-2G |
Certain Gambling Winnings |
W2G |
|
See NJ Special Handling for NJ Lottery |
| Form RRB 1099 R |
Railroad Retirement Benefits – Tier 2 (Pension equivalent) |
1099-R |
2-13 |
|
| Schedule K-1 |
Capital Gains |
Sch D Pg 1 |
|
|
| Schedule K-1 |
Dividends |
Dividend Stmt |
|
|
| Schedule K-1 |
Interest |
Interest Stmt |
|
|
| Schedule K-1 |
Rents and Royalties |
Sch E |
|
Special Topic |
| Schedule K-1 |
All Other |
|
|
Out of Scope |
| CP01A Notice |
Identity Theft PIN |
Main Info |
|
See IRS page |
| |
Alimony paid/received |
1040 Pg1 |
|
|
| |
Charitable contributions |
A Detail |
|
|
| |
Child and Dependent Care Expenses |
2441 |
5-2 |
|
| |
Economic Recovery Payment |
Sch M |
9 |
|
| |
Educator (Teacher) Expenses (Elementary & Secondary) |
1040 Wkt2
Sch A |
|
|
| |
Estimated Payments – Federal |
F/S Tax Pd |
|
|
| |
Estimated Payments - NJ |
F/S Tax Pd |
|
See NJ Special Handling |
| |
First-time homebuyer or Long-time resident Credit |
5405 |
|
Special Topic |
| |
First-time homebuyer Repayment |
5404 Pg 2 |
|
Special Topic |
| |
Interest received on Land Contract / Seller financed mortgage |
Sch B |
|
|
| |
IRA Contributions (Regular and Roth) |
IRA Wkt |
|
|
| |
Medical deductions |
A Detail |
|
|
| |
Power of Attorney |
8453 |
|
Send In |
| |
Residential Energy Improvements |
5695 |
G-9
5-1 |
|
| |
Real Estate / Property Taxes |
Sch A |
|
|
| |
Real Estate / Property Tax Rebates (PTR) |
Sch A or
St Tax Refund |
|
See NJ Special Handling |
| |
Scholarship / Fellowship payments |
|
D-8 |
|
| |
Three Year Rule (NJ only) |
NJ-1040 |
|
See NJ Special Handling and GIT-1 |
| |
Tips (Unreported) |
4137 |
2-4 |
|
| |
Capital loss carryover from previous year |
Sch D Pg 1 |
|
|
| |
Payment of State Income Tax due from previous year(s) |
F/S Tax Pd |
|
See NJ Special Handling |
