1040/federal blank input screens (input screens)€¦ · interest, dividends, capital gain and...

General Information1040 (2010)

Filing Status

Taxpayer Information Spouse Information

Residence Information Dependents and General

Date of deathDaytime telephone/ext number

Code (1 - 5)

Address

Nonresident alien married filing separate code4 = Head of household

Standard/itemized deduction (Force)

5 = Qualifying widow(er)

Date of birth (mm/dd/yyyy)

General footnote

Elect to file joint return with nonresident alien spouse

dependent of anotherEarned income adjustment for

First time filing tax returnChild neither parent is alive (Under 18 or full-time student between 19 and 23)

Custom paragraph first name if different

3 = Married filing separate

Dependent of anotherBlind

SSN

Claiming spouse

Dependent information

City, state, zip

Home/evening telephone number

Salutation:

Last name

1 = Standard, 2 = ItemizedApartment number

1 = Single (default)Nonresident alien single code

Foreign countryForeign country code (Electronic filing only)

Address indicatorSpecial processingCombat zone deployment date

Dual-status code

In care of addressee/name line 2 (Electronic filing only)

Presidential election campaign fund (1 = Yes, 2 = No, 3 = Blank, w/CP reminder)

Qualifying person name

First name

Foreign province

Lived apart entire year

Occupation

2 = Married filing joint

Authorize discussion with IRS (1 = Yes, 2 = No)

Social security number

Meets certain children age 18 through 23 conditions (1 = Yes, 2 = No)

Bona fide resident of US possession

Client complexity factor:AdditionalOverall (Force)

To optimize between MFS and MFJ status and/or create separate returns based on information enteredin a jointly filed return, access Utilities > Filing Status Optimization

Client Contact Information and Third Party DesigneeContact (2010)

Appointment Information

Client Contact Information

Client Organizer and Proforma Options

Third Party Designee

Merged Client Information

Telephone numberExtension

Designee PIN (Do NOT enter all zeroes. Enter electronic filing Personal Identification Number (PIN) on Screen PIN)

Designee nameDesignee telephone number

Suppress next year's proforma

Organizer presentation used (1 = Classic, 2 = Lite, 3 = Lite with Inc Summary, 4 = Lite with Classic detail, 5 = Lite with Classic detail and Inc Summary)

Organizer delivery method used (1 = Paper, 2 = Email PDF, 3 = PDF to file, 4 = Web, 5 = None)

Organizer type options (Organizer type option selected here will override global settings)

Print blank client organizer (For clients who do not have proforma'd information)

Organizer delivery method used in prior year

Organizer presentation used in prior yearTax return delivery method used (1 = Paper, 2 = Email PDF, 3 = PDF to file, 4 = Web)

Due date of completed organizer

Tax return delivery method used in prior year

Third party designee information will print in the return signature block area. All three fields are required.

Appointment date, time, and durationNext year appointment date, time, and durationOther appointment information

Car telephone numberFax telephone numberMobile telephone numberPager telephone numberOther:

Use this section to report a third party designee other than the designee entered on the Setup > System Configuration > Preparers tab.

Merged data client type Domestic partner Married filing joint

Client IDs for merged dataClient merge has unresolved errors

Taxpayer Spouse

Spouse email addressTaxpayer email address

UltraTax CS supports domestic partner/civil union returns for the following states: CA, CT, DC, IA, MA, NH, NJ, OR, and VT.

Domestic partner client in prior year

Email address fields link to Setup > Client Communications

Preferred method of contact

Tax matters person

Spouse/Partner #2Taxpayer/Partner #1

Separately list individual returns in DPR transmittal letter

Deposit, Electronic Funds WithdrawalBank (2010)

Direct Deposit/Electronic Funds Withdrawal

Refund Allocation Information

Secondary Bank Account(s)

Savings Bonds Registration Information

Indicate name is for beneficiary

Indicate name is for beneficiary

Owner's name Co-owner or beneficiary name

Co-owner or beneficiary name

Refund allocation order (If more than one refund allocation method is used. Methods without data will be ignored):

Non-US financial institution (International ACH transactions)



Secondary account #2:

Routing transit numberName of financial institutionDepositor account numberType of account (1 = Savings, 2 = Checking, 3 = IRA (Traditional, Roth, or SEP-IRA))

Secondary account #1:

Primary account:

taxpayer's daytime telephone number on Screen 1040. UltraTax will automatically update the direct deposit information on Form 1040,

Routing transit numberName of financial institutionDepositor account numberType of account (1 = Savings, 2 = Checking, 3 = IRA (Traditional, Roth, or SEP-IRA))

Type of account (1 = Savings, 2 = Checking, 3 = IRA (Traditional, Roth, or SEP-IRA))

Depositor account number

Enter electronic funds withdrawal (EFW) account information in this section and requested payment date on Screen ELF. Enter the

Routing transit number

page 2 when a bank product is selected on Screen RAL. You cannot deposit into multiple accounts when using a bank product.

Name of financial institution

Bonds purchased other 1:Owner's name

Joint account (MFJ only; both names are on the account)



Direct deposit primaryDirect deposit secondary 1Direct deposit secondary 2

Bonds for names

Bonds other 1Bonds other 2

(xxx.xx)Refund allocation (Dollar OR percent):

Paper check

PercentPercentDollar (xxx.xx)

on tax return

Bonds purchased other 2:

5 = Bond purchase, direct deposit, paper check

6 = Bond purchase, paper check, direct deposit4 = Paper check, bond purchase, direct deposit2 = Direct deposit, paper check, bond purchase

1 = Direct deposit, bond purchase, paper check 3 = Paper check, direct deposit, bond purchase

Direct deposit refund (Force) (When total tax is zero and withholding is $10,000 or more)

DollarMaximum all bonds $5,000 (Multiple of $50)

Proforma bond information to 2011 (1 = Bonds purchased other 1, 2 = Bonds purchased other 2, 3 = Both)

WagesW2 (2010)

General Information

W2 Facsimile

State and City Information

d 1 2

3 4

5 6

c 7 8

9 10

11 12e

13

14

15

16 17 18 19 20

Control number State ID number Wages, tips Fed W/H

2nd State ID number 3rd State ID number SS wages SS W/H

4th State ID number Medicare wages Medicare W/H

Employer's address, and ZIP code SS tips Allocated tips

Advanced EIC Dependent care benefits

Nonqualified plansEmployee's address, and ZIP code (If different from Screen 1040)

Statutory Retirement Third-partyemployee plan sick pay

Other

StateState Use State wages State W/H Local wages Local W/H Code Name of locality

Ohio code Name of school district School dist W/H

EIN (Box b)

Employer's name

Wage code (1 = Minister, 2 = Military, 4 = National Guard)

Standard/Non-standard W-2 (S = Standard, N = Nonstandard)

CorrectedCurrent employer

Form 2555 allocation code

Delete on next year's proforma

Employee's SSN (If different from Screen 1040)

T, S

Employee's Name (If different from Screen 1040)

First

Last

Common reporting agent

499R-2/W-2PR (For 1040-SS Only)

Interest, Dividends, Capital Gain and Losses, REMICsB&D (2010)

Schedule B - Interest and Dividend Income

Schedule B - Miscellaneous Information

Schedule D

Schedule E - REMICs Information

Sales of Capital Assets

Ordinary Qualified Dividends Total Capital Gains Section 1250 Section 1202

Proceeds Cost/Basis

Interest income (Including foreign amounts)

Seller-financed mortgage interest income

Dividend income

Name of foreign country or possessionElect exemption from foreign tax credit limitationAmount exempt from foreign tax credit limitation (Force)

Interest in or signature/authority over foreign account in a foreign country? (1 = Yes, 2 = No)

Schedule for detail

Unrecaptured section 1250 gain from sale/exchange of Partnership interestUnrecaptured section 1250 gain reported on line 11 of section 1250 worksheetUnrecaptured section 1250 gain (Other than on K-1s) (AMT amounts, see Screen AMT)

1202 Corp reported on 1099-DIV1202 Corp reported on Form 2439

Schedule for detail

Elect to determine fund basis using average basis (1 = Single category method, 2 = Double category method)

Elect to recognize current income on noninterest-bearing discount bonds

Including foreign amounts

Receive distribution from or a grantor/transferor to foreign trust? (1 = Yes, 2 = No)

If yes, enter name of foreign country

Pension and Annuity Information1099R (2010)

1099R Facsimile

Pension/Annuity Information Roth IRA

Designated Roth

Form RRB-1099-R

1

2a

2b

3 4

5 6

7 8

9a 9b

10 11 12

13 14

Payer's address, and ZIP code Gross distribution

Taxable amount

Account number (optional)

Taxable amount not determined Total distributionPayee's address, and ZIP code (If different from Screen 1040)

Capital gain (included in box 2a) Fed W/H

Net unrealized appreciation

Distribution code Other

IRA/SEP/SIMPLE

%

Percentage of total distribution Total employee contributions

%Payer's state ID no. State taxable amount

Health ins premiums

Local W/H City code Name of locality

(xx.xx)

(xx.xx)

If different

EINPayer's name

State useAmount of rollover

Death benefit exclusionPre-retirement age disabilityInherited IRA

RR tier 2 benefitsStandard/Non-standardCorrected


Pension code (1 = General rule, 2 = Simplified method) Conversion to RothInvestment/cost in contract

Recharacterization typeAnnuity starting date

Original conversionCombined ages at annuity starting date

or contribution amountNo. of payments expected (Force)No. of months covered this year if not 12Amts rec'd tax free post 1986Expected returnFirst periodic payment amountNo. of payments received this yearInvestment recovered in past

Contributions (or conversion)made 5 or more years ago

Not from IRA or elective deferral plan (8880)

Elect to recompute variable annuity exclusion

Loss on annuity

Amount of minimum requireddistribution with Roth conv

1st year of designated Roth contribution

Employee contributions/designatedRoth basis

Qual. charitable distribution

State

T, S

Qual. PSO exclusion

15(SDE reporting only)Local distribution

AmountState W/H

State

Qual. HSA funding distribution

Election history

Rollover to Roth IRA

Foreign employer pension

Form RRB-1099-R

RRB-1099-R Box 8 Repayments Treatment for repayments of more than $3,000

Ministerial pension with housing allowance

In-plan distribution

Pension and Annuity Information, Page 21099R-2 (2010)

Form 5329 - Additional Taxes

Form 4972 - Lump-Sum Distributions Tax

Ministerial Pension with Housing Allowance

Part I - Additional Tax on Early Distributions:

Amended return

Early distribution code

Early distribution exception codeException amount

Minimum required distributionDistributions received in current year

Print with firm data on form

Request waiver of excise tax due to inadequate minimum required distribution

Payer's name

Multiple exceptions explanation

Part VIII - Additional Tax on Excess Accumulation in Qualified Retirement Plans (Including IRAs):

State

T, S

Plan participant born before 1936 and participant for at least 5 years prior to the distribution? (1 = Yes, 2 = No)

Distribution paid to a death beneficiary? (1 = Yes, 2 = No)

Part of the distribution rolled over? (1 = Yes, 2 = No)

Entire distribution from qualified pension, profit sharing, or stock plan? (1 = Yes, 2 = No)

Averaging method (1 = 10 yr with Cap gain, 2 = 10 yr, 3 = 20% Cap gain)

Federal estate tax attributable to lump-sum distributionInclude net unrealized appreciation in incomeForm 4972 used by beneficiary in a prior year? (1 = Yes, 2 = No, Blank = N/A)

Form 4972 used by participant in a prior year? (1 = Yes, 2 = No)

Enter Parts III to VII - Additional Tax on Excess Contributions to IRAs, Education Savings Accounts,Enter Part II - Additional Tax on Certain Distributions from Education Accounts on Screen 1099Q

and Health Savings Accounts on Screen 5329

Designated housing allowanceActual housing expensesFair rental value of housing, including utilities

Social Security, Tier 1 Railroad Retirement BenefitsSSA-1099 (2010)

SSA-1099 Facsimile

RRB-1099 Facsimile

Other Information

+Available for UltraTax CS data mining, not used in tax return preparation

Voluntary Federal Income Tax WithheldBox 6

Box 3 Box 4Benefits Paid in 2010+ Benefits Repaid to SSA in 2010+

State

T, S

Net Benefits for 2010 (Box 3 minus Box 4)Box 5

DESCRIPTION OF AMOUNT IN BOX 3

Medicare premiums to Schedule A

DESCRIPTION OF AMOUNT IN BOX 4

RRB-1099 State withholdingSSA-1099 State withholding

52 Recipient's Identification Number

Claim Number and Payee Code+

Gross Social Security Equivalent Benefit

4

3

1

Portion of Tier 1 Paid in 2010+

Portion of Tier 1 Repaid to RRB in 2010+

Social Security Equivalent Benefit

Portion of Tier 1 Paid in 2010

Net Social Security Equivalent Benefit

Workers' compensation Offset in 2010+6

7

Portion of Tier 1 Paid for 2009



Portion of Tier 1 Paid for 2008

8

9

Portion of Tier 1 Paid for Years Prior to 2008


Federal Income Tax Withheld10

11 Medicare Premium Total


Lump sum social security benefits

Enter in Lump sum socialsecurity benefits field below

security benefits field belowEnter in Lump sum social

security benefits field belowEnter in Lump sum social

Enter prior year information in Lump sum social security benefits field below

Taxable SS/Tier 1 RR benefits (Force)

State use

Prescription drug (Part D) premiums to Sch A

Other IncomeIncome (2010)

Alimony, Unemployment, Other Income

Alaska Permanent Fund Dividends

Form 1040-SS

Alimony receivedUnemployment compensation received

Unemployment compensation repaid

Other income

Alaska Permanent Fund dividendsDo not include Alaska Permanent Fund dividends on Form 8615

Election to include value of restricted property in income in year of transfer

Taxpayer Spouse Fed W/H State W/H

SpouseTaxpayer

Adjustment to Puerto Rico income (For 1040-SS Only)

State and Local Tax RefundsRefunds (2010)

Prior Year Information

2008 total itemized deductions before limitations2008 allowable standard deduction2008 adjusted gross income (Form 1040, line 37)

2009 filing status

2009 st/loc refund with no tax benefit derived due to AMT2009 taxable income2009 total allowed itemized deductions (Force)2009 Sch A, total of lines 4, 14, 20, & gambling losses2009 total itemized deductions before limitations2009 allowable standard deduction2009 adjusted gross income (Form 1040, line 37)

Tax refund worksheet amounts: SpouseTaxpayer

State/local income tax refunds

2007 deductible general sales tax (General Sales Tax Deduction Worksheet, line 26)

2007 general sales tax deduction election (Schedule A, line 5)

2007 state and local income tax paid (Schedule A, line 5)



2008 general sales tax deduction election (Schedule A, line 5b)



2009 general sales tax deduction election (Schedule A, line 5b)

2007 filing status

2007 st/loc refund with no tax benefit derived due to AMT2007 taxable income2007 total allowed itemized deductions (Force)2007 Sch A, total of lines 4, 14, 20, & gambling losses2007 total itemized deductions before limitations2007 allowable standard deduction2007 adjusted gross income (Form 1040, line 37)

2008 filing status

2008 st/loc refund with no tax benefit derived due to AMT2008 taxable income2008 total allowed itemized deductions (Force)2008 Sch A, total of lines 4, 14, 20, & gambling losses

Miscellaneous Income1099M (2010)

General Information

1099-MISC Facsimile

T, S, J*

State*

Payer's nameFIN

Recipient's street address+

Federal income tax withheldOther income

Account number (see instructions)+

Royalties

RentsPayer's address, and ZIP code+

43

2

1

5 6Fishing boat proceeds Medical and health care payments

Substitute pymts in lieu of dividends/ interestNonemployee compensation 87

9 10 Crop insurance proceeds

(recipient) for resale+

Payer made direct sales of$5,000 or more of consumerproducts to a buyer

11 12

13 14Excess golden parachute Gross proceeds paid to an attorney

payments

Recipient's City, state, and ZIP code+

Telephone number+

State incomeState/Payer's state no.State W/H 181716

Delete on next year's proformaState use* (Applied to boxes 1 - 3, 5 - 8, and 14)

Subject to self employment tax* (1 = Yes, 2 = No) (Applied to boxes 1 - 3, 5 - 8, and 14)

Federal code* (Applied to boxes 1 - 3, 5 - 8 and 14)

Items marked with asterisk (*) are only applicable when Form/Schedule field equals blank or 1040

All other form types will use the equivalent information on the applicable form/schedule's main screen

Activity identification Form/Schedule Unit

Federal/State* (Blank = Both, F = Federal, S = State) (Applied to boxes 1 - 3, 5 - 8, and 14)

+Available for UltraTax CS data mining and various state reporting purposes, not used in federal tax return preparation

Royalties qualify for capital gain treatment (Box 2 amount)

Do not include box 14 proceeds as other income (Taxable amount is entered elsewhere in the return)

Recipient's federal identification number+

Corrected 1099-Misc+

Taxable crop insurance proceeds received in current year (Box 10 amount)

State Amount15b Section 409A incomeSection 409A deferrals15a

Fed/State, Federal code, Subject to self employment tax and State use codes will be applied to boxes 1 through 3, 5 through 8 and 14

Report income on Schedule C as Gross receipts (Default is Schedule C Other income)

Cancellation of Debt, Abandonment1099C (2010)

1099-C Facsimile

Cancellation of Debt

1099-A Facsimile

Abandoned, Foreclosed, Repossessed Property

Box 2 amount excluded from gross income, if not 100%

Debtor's federal identification number+

Unit

Form

Debtor's city, state, and ZIP code+

Fair market value of propertyBankruptcy (if checked) 76

Was borrower personally liable for repayment of the debt?5

3

4

Interest if included in box 2

Amount of debt canceled

Date canceled

2

1

Creditor's address, ZIP code, and telephone number+

Account number+

Debtor's street address+

FIN+Creditor's or Lender's name

State

T, S, J

Deductible

Description of other reason (If Reason Box 2 amount is not included in gross income is 5 = Other)

Reason Box 2 amount is excluded from gross income

Exclude 100% of canceled debt from income

Debt description+

Yes No

Lender's address, city, state, and Zip code+ Date of lender's acquisition or knowledge of abandonment

Balance of principal outstanding

Fair market value of property

Was borrower personally liable for repayment of the debt?

Borrower's federal identification number+

Borrower's address+

Account number+

Description of property+

Yes No

Business use percentage of property (Defaults to 100% if business form/schedule selected)

Treatment

Outstanding debt before transfer of property (If not reported on Box 2 of 1099-A)

Proceeds received from foreclosure sale

Section 1250 property

Depreciation allowed or allowable

Borrower's city, state, and ZIP code+


1

2

4

5

6

3

Date acquired

Basis of transferred property

Alternative minimum tax gain/loss adjustment

Property in asset module, do not report Source Data Entry data

Applicable percentage (Defaults to 100%) (xxx.xx)

Additional section 1250 depreciation after 1975

Date property abandoned, repossessed, or disposed

Gambling WinningsW2G (2010)

General Information

W-2G Facsimile1 2

3 4

5 6

7 8

9 10

11 12

13 14

Payer's address, and ZIP code Gross winnings Fed W/H

Type of wager Date won

Telephone number Transaction Race

Payee's name, address, and ZIP code (If different from Screen 1040) Identical wager winnings Cashier

TIN Window

First ID Second ID

Payer's state ID no. State W/H

City Code Name of locality Local W/H

EINPayer's name

Standard/Non-standard W-2G (S = Standard, N = Nonstandard)

CorrectedState useProfessional gamblerDelete on next year's proforma

State

T, S

Profit or Loss From BusinessC (2010)

Schedule C - General Information

Income

Cost of Goods Sold

Beginning inventoryPurchases

Unit

Labor

T, S, J

Materials

EIN

Other costs

State

Ending inventory

State use codeCity code/nameState allocation

Principal business or profession

Business code

Business name

Business address (If different from home address on Screen 1040)

City, state, zip codeAccounting method (1 = Cash, 2 = Accrual, 3 = Other)

If other:Inventory method (1 = Cost, 2 = LCM, 3 = Other)

If other, attach explanationChange in inventoryMaterial participation? (1 = Yes, 2 = No)

Began/acquired business this year

Self-employment code (Blank = Subject to SE tax, 1 = Statutory employee, 2 = Minister (exempt), 3 = Not SE taxable, 4 = QJV Rental Real Estate)

Health insurance premiumsLong-term care premiums

Statutory employee wages (Force)Form 2555 allowable % of foreign income (xx.xx)

Form 2555 allocation code

Gross receipts or salesReturns and allowancesOther income

Section 280F expense deduction allowable in prior years (Force)Section 280F recomputed depreciation (Force)

Section 179 recomputed depreciationSection 179 expense deduction allowable in prior years

Other income from recapture:

Disposition of activity (1 = Entire disposition, 2 = Entire disposition of passive activity sold on installment basis)

Minister, clergy or religious worker

Screen W2 unit# for statutory employee

Profit or Loss From Business - Expenses, Passive, OtherC-2 (2010)

Schedule C - Expenses

Passive Activity and Other Information

Passive Activity Carryovers Regular AMT

Other Carryovers

1 = Other passive activity

3 = No limitation applied

Unit

Principal business or professionState

State allocationPassive activity code Operating

Sch D - Short-termSch D - Long-term

Aggregation group

Sch D - 28% rate

Significant participation hours

Form 4797 - Part IForm 4797 - Part II

Preference itemsSection 179 carryover

Elect to capitalize carrying charges

Net income for home office #2Net income for home office #1Suppress carry of Form 8829 interest, qualified mortgage insurance and taxes to Schedule A

Other expensesWages (Less employment credit)

Utilities

TravelTaxes/licensesSuppliesRepairs/maintenanceRent - otherRent - machineryPension/profit sharingOffice expensesLegal/professional feesInterest - otherMortgage interestInsurance (Other than health)

Employee benefitsDepreciation (Force)Depletion (Force)Contract laborCommissions/feesCar and truck (Force)Advertising

Meals and entertainment (100% Subject to 50% limit)

Meals and entertainment (100% Subject to DOT 80% limit)

Meals and entertainment (Fully deductible)

T, S, J

2 = Rental real estate with active participation (QJV RRE only)

4 = Real estate professional (QJV RRE only)5 = Subject to recharacterization (QJV RRE only)

Election history

Comm revitalizationInclude rental with active participation in Section 179 business income

Rent and Royalty PropertyRent (2010)

Rent and Royalty Property - General Information

Income Other Income

ExpensesAmount Percentage

(xxx.xx)

Unit

Property kind/location

Type of activity (1 = Rental real estate, 2 = Subject to recharacterization rules, 3 = Royalty)

Ownership percentage, if not 100 (xxx.xx)

Business use percentage, if not 100 (Not vacation home percentage) (xxx.xx)

Suppress carry of interest, qualified mortgage insurance and taxes to Schedule A

State

State use codeCity code/nameState allocationDisposition of activity (1 = Entire disposition, 2 = Entire disposition of passive activity sold on installment basis)

Gross rentsGross royalties

AdvertisingAuto (Force)

Cleaning & maintenanceCommissionsInsuranceLegal & professionalManagement feesMortgage interest (Form 1098)

Other interestRepairsSuppliesTaxesUtilitiesDepreciation (Force)Depletion (Force)Commercial revitalizationOtherRefinancing points paid

Suppress carry of home office interest, qualified mortgage insurance and taxes to Schedule ANet income for home office #1Net income for home office #2

Recomputed Section 179Prior year Section 179

Recomputed Section 280FPrior year Section 280F

(xxx.xx)PercentageAmount

T, S, J

Elect to capitalize carrying chargesCarry non-business expenses to indicated home office: Form/Schedule Unit Home ID

Qualified mtg insurance

Explanation of mortgage interest exceeding Form 1098 amountOther interest - information of others receiving Form 1098 statement

Travel

Other mortgage interest

Rent and Royalty Property - Vacation Home and PassiveRent-2 (2010)

Vacation Home, Personal Use Information



Other Carryovers

1 = Other passive activity2 = Rental real estate with active participation3 = No limitation applied4 = Real estate professional

Unit

State

State allocationPassive activity code Operating

Sch D - Short-termSch D - Long-termSch D - 28% rate

Aggregation group Form 4797 - Part IForm 4797 - Part IIComm revitalization

Preference itemsSection 179 carryover

Property kind/location T, S, J

Election history

Carryover of disallowed vacation home casualty and depreciation expenses to 2010Carryover of disallowed vacation home operating expenses to 2010

Personal use percentage (Force) (xxx.xx)

Number of days home owned (If not 365)

Number of days home rentedNumber of days home used personallyAllocate interest, qualified mortgage insurance and taxes by the tax court method

Rental portion of casualty and theft losses (Enter total amount after limitations)

Other direct rental expensesExcess mortgage interest and qualified insurance premiumsRental portion of excess casualty and theft losses (Enter total amount before limitation)

Include rental with active participation in Section 179 business income

If "X", summary data entry suspends asset module transfer to this screen (Remove X to reinstate transfer)

Use the Asset tab to enter vacation home percentage information applicable to this activity.

Select the Vacation Home Percentage button on the Setup > Activity dialog in the Asset listing.

FarmF (2010)

Schedule F - General Questions

Cash Income Items Accrual Income Items

Cash and Accrual Income Items

Principal product

Accounting method (1 = Cash, 2 = Accrual)

Agricultural activity

Exclude farm income from self employment taxSelf-employed health insurance premiumsSelf-employed long-term care premiumsState use codeCity code/nameState allocationForm 2555 allowable % of foreign earned income (xx.xx)

Form 2555 allocation codeDisposition of activity (1 = Entire disposition, 2 = Entire disposition of passive activity sold on installment basis)

Sales of items bought for resaleBasis of items bought for resaleSales of items raisedTaxable crop ins rec'd in current yearElect crop ins deferral to next yearCrop ins amt deferred from prior year

SalesBeginning inventoryCost of products purchasedEnding inventory

Distributions received from co-ops - totalDistributions received from co-ops - taxableAgricultural program payments - totalAgricultural program payments - taxable

CCC loans reported under election

Total CCC loans forfeitedTaxable CCC loans forfeitedTotal crop insurance proceeds received in current yearCustom hire (machine work) incomeOther income (Include gas or fuel tax credit or refund)

Other income from recapture:Section 179 expense deduction allowable in prior yearsSection 179 recomputed depreciation

Section 280F recomputed depreciation (Force)Section 280F expense deduction allowable in prior years (Force)

Elect to include CCC loans in income

Description State

EINUnit

T, S, J

Was there material participation in the operation of this business this year? (1 = Yes, 2 = No)

CRP payments received by retired SSA or SSDI recipients (Included in taxable payments entered above)

Prior years of farm income or loss for this activity for excess loss calculationReceived applicable subsidies as defined by the Farm Act of 2008 for excess farm loss

Farm - Expenses, Passive, Other InformationF-2 (2010)

Schedule F - Expenses



Other Carryovers

1 = Other passive activity3 = No limitation applied

Description

State allocationPassive activity code

OperatingSch D - Short-termSch D - Long-term

Aggregation groupSch D - 28% rate

Significant participation hoursForm 4797 - Part IForm 4797 - Part II

Preference items Section 179 carryover


Net income for home office #2Net income for home office #1Suppress carry of home office interest, qualified mortgage insurance and taxes to Schedule A

Preproductive periodOther expensesVeterinary, etc.UtilitiesTaxesSuppliesStorage/warehousingSeeds/plantsRepairs/maintenanceRent/lease - otherRent/lease - machineryPension/profit sharingLabor hired (Less employment credit)

Interest - otherMortgage interestInsuranceGasoline/fuel/oilFreight/truckingFertilizer/limeFeed purchasedEmployee benefitsDepreciation (Force)Custom hireConservation expensesChemicalsCar and Truck (Force)

State

Unit

T, S, J

Election history

Expenses not includible in the excess farm loss calculation

Schedule K-1, 1065/1120SK1 (2010)

Forms 1065 & 1120S Schedule K-1 - General Information

Partner's / Shareholder's Share of Current Income

Federal State, if different

EINName of entity

Type of entity (1 = Partnership, 2 = S corp, 3 = Foreign partnership, 4 = Publicly traded partnership, 5 = Farm partnership, 6 = Foreign farm partnership)

Passive activity code (1 = Other passive, 2 = Rental real estate w/active participation, 3 = No limitation, 4 = Real estate professional)

Form 2555 share of gross foreign earned income/expenses

City code/nameDisposition of activity (1 = Entire disposition, 2 = Entire disposition of passive activity sold on installment basis)

Other portfolio income (loss)

Section 1256 contracts and straddlesOther income (loss) reported on Schedule EOther income (loss) reported on 1040 Page 1

Self-charged interest (Passive activity only)

Form 4684 long-term loss trade/businessForm 4684 long-term loss income producingForm 4684 long-term gain

State use code

State

Unit

T, S, J

Section 1202 gain (Qualified small business stock)

Qualifies for section 1202 exclusion

10E11F

1065 1120S

-

--10E

10E

10E

11F

11F

11F

9

8c

8b

8a

7

6

5

4

3

2

11

2

3

4

5

6

7

8

9a

9b

9c

10

11A 10A

11C 10C

11F 10E

10B11B

11B 10B

11B 10B

10E11F

11F

Income (Loss)

Ordinary business income (loss)Net rental real estate income (loss)Other net rental income (loss)Guaranteed payments (Partnership only)

Portfolio Income

Interest (Enter tax-exempt, AMT and state interest in statement dialog)

Dividends(Enter qualified, tax-exempt, AMT and state dividends in statement)

RoyaltiesCapital gains (loss) and Section 1231

Net short-term capital gain (loss) (Portfolio income)

Net long-term capital gain (loss) (Portfolio income)

Collectibles (28%) gain (loss) (Portfolio income)

Unrecaptured section 1250 gainNet section 1231 gain (loss) (Other than casualty)

Other Income

Collectibles (28%) gain (loss) (Business)

Net long-term capital gain (loss) (Business)

Net short-term capital gain (loss) (Business)

Form 4797 - Ordinary gains and losses

Schedule K-1, 1065/1120S, Page 2K1-2 (2010)

Partner's / Shareholder's Share of Deductions


Name of entityState

Unit

T, S, J

--

1065 1120S

--

- -

- -

-- -

-

13W 12S

12 11

13A 12A

13B 12B

13C 12C

13D 12D

13E 12E

13F 12F

13L

13P

12N

13W 12S

13K 12K

13M

12S13W

12Q13U

12R13V

12M

13O

12O13S

12H13H

12I13I

12J13J

12L

13Q

Interest Expense

Contributions

Section 179 expense deduction

Cash contributions (50%)Cash contributions (30%)Noncash contributions (50%)Noncash contributions (30%)Capital gain property to 50% organization (30%)Capital gain property (20%)

Investment interest expense - Schedule EDebt financed acquisition interest

Other Deductions

Portfolio deductions - subject to 2% of AGI limitationPortfolio deductions - not subject to 2% of AGI limitation

Investment interest expense - Schedule A

Royalty expensesIntangible drilling costs / Section 59(e)(2) (Expensed only)

Self-employed medical insurance premiums (Partnership only)

Domestic Production Activities Information

Self-employed long-term care premiumsDependent care benefits

Commercial revitalization deduction

Penalty for early withdrawal

Other deductionsForm 4684 short-term loss income producing

Qualified production activities income - all

Employer's W-2 wages

Preproductive period expensesPreproductive period expenses expensed

Reforestation expense

Deductions attributable to QPAI - all

Qualified production activities income - oil-related

--

--

Deductions attributable to QPAI - oil-related

Section 179 qualified real property


Itemized Deductions, Withholding, Depletion

Self-employment Earnings (Loss)

Foreign Transactions

Alternative Minimum Tax (AMT) Items

Name of entityUnit

State

T, S, J

--

--

Research & experimentalCirculation expenditures

- ---

13W 12S

13O15O

12S13W

12S

insurance deduction, enter wages and health insurance premiums on Screen W2 )

Real estate taxesMedical insurance to Schedule A (Shareholder amounts not on W-2)

Exclude state income tax withheld from basis calc

Medical insurance subject to basis limitationState income tax withheld

Federal income tax withheld/backup withholding

(For premiums included in the wages of the shareholder eligible for the Self-employed medical

DepletionInclude depletion on Schedule E, page 1 (royalties)

State, if differentFederal1065 1120S

1065 1120S

1065 1120S

1065 1120S

15F

15F

17F

17F

--

--

--

-14A

14B

14C

Net earnings (loss) from self-employmentGross farming or fishing incomeGross nonfarm income

20Y Conservation reserve pymts to SSA/SSDI recipients

17U

16B 14B

17A 15A

17B 15B

17C 15C

17D 15D

17E 15E

17F 15F

Gross income from all sources

Post-1986 depreciation adjustmentAdjusted gain or loss:

Depletion (other than oil and gas)Oil, gas and geothermal properties - gross incomeOil, gas and geothermal properties - deductions

Depreciation pre '87Long-term contractsTax shelter farm activities

Excess intangible drilling costs

14L16L

Total foreign taxes accrued (Sch A only. Use Screen 1116 for Form 1116)14M16M

Foreign taxes claimed as credit not deduction

Total foreign taxes paid (Sch A only. Use Screen 1116 for Form 1116)

Large partnership AMT adjustment

-

Unrecaptured section 1250 gain adjustmentOrdinary gain/loss adjustmentShort-term gain/loss adjustmentLong-term gain/loss adjustment

Section 1231 gain/loss adjustment17B

17B

17B

17B

15B

15B

15B

15B

17B 15B Collectibles (28%) gain/loss adjustment


Items Affecting Basis

Other Information

Unreimbursed Partnership Expenses

Passive Activity Info and Carryovers, Sec 179 Carryover

T, S, J

Unit

State

Name of entity

State, if differentFederal Calculated

17B20B

-- Investment income adjustmentInvestment expenses

Investment income (Automatically computed)

20L 17K

17K

17K

17K20L

20L

20L

--

17L20M

1065 1120S

--

20A 17A

20M 17L


Other Carryovers

Aggregation group Operating

Significant participation hoursSch D - Short-termSch D - Long-termSch D - 28% rate

Sec 179 carryover

Form 4797 - Part IForm 4797 - Part IIOther losses - 1040 pg 1Comm revitalization

Recharacterization of passive income


Repayment of loans from shareholders16E

16D Property distributions19C

19A Cash and marketable securities distributionsNondeductible expensesOther tax-exempt income

16C18C

16B18B

-

-

Federal State, if different1065 1120S

S corporation shareholder expenses not expensed by the S corporation are unreimbursed employee business expenses subject to

K1 Asset Depreciation, Auto, and Home Office will be treated and included with the unreimbursed partnership expenses and reported on Sch E pg 2.Unreimbursed partner expenses (Other than depreciation, auto, and home office)

Suppress carry of home office interest, qualified mtg insurance & taxes to Schedule ANet income for home office #1Net income for home office #2

the 2% AGI floor. Enter shareholder unreimbursed business expenses and assets in the Itemized Deductions folder for proper tax treatment.

State 1065/1120S Section 179 Sale Information

Capital gain (loss) from pass through sales (Screen K1Sale)

Ord gain (loss) from pass through sales (Screen K1Sale)

Section 280F exp deduction allowable in prior yr (Force)Section 280F recomputed depreciation (Force)

Section 179 recomputed depreciationSection 179 expense deduction allowable in prior yrs

State, if differentFederal

Cap gain from pass through like-kind exchange (Screen 8824)

Ord gain from pass through like-kind exchange (Screen 8824)

Prior years income or loss for excess farm loss limitation calculationReceived subsidy making farm subject to excess farm loss rules20M

20M

17L

17L

Expenses not includible in excess farm loss calculation- -

- -


Increases to Partner Basis

Decreases to Partner Basis

Gain Recognized on Excess Distributions

Beginning of year:

Excess depletion deduction over property basis (Other than oil and gas)

Depletion up to share of allocated adjusted basis (Oil and gas wells)

Increase in share of partnership liabilities (Force)

Current year share of liabilities: (Sch K-1 (1065), Code K)

Nonrecourse

RecourseQualified nonrecourse financing

Partnership liabilities assumed during year

Recognized gain on excess distribution:

Ordinary gain (Force)Short-term capital gain (Force)Long-term capital gain (Force)

Recognized gain on appreciated property:

Other decreases in basis (Not entered elsewhere)

Character of gain (1 = Ordinary, 2 = Short-term capital, 3 = Long-term capital)

Capital contributions cashCapital contributions property

Qualified nonrecourse financingRecourse

NonrecoursePrior year share of liabilities: (Prior year Sch K-1 (1065), Code K)

See Partner's Basis Worksheet Page 1, line 34 for calculated recognized gain on excess distribution

See Schedule K-1 (1065), Box 19, Code B instructions for additional information

Amount of gain recognized


Other increases in basis (Not entered elsewhere)

Decrease in share of partnership liabilities (Force)

Partner's basisPartner's AMT basis

AMT Long-term capital gain (Force)AMT Short-term capital gain (Force)AMT Ordinary gain (Force)

AMT Recognized gain on excess distribution:See AMT Partner's Basis Worksheet Page 1, line 34 for calculated recognized gain on excess distribution

Calculate Partner Basis Worksheet

Name of entityState

Unit

T, S, J


Gain on complete disposal of partnership (Force)Gain on complete disposal of sale - AMT if different (Force)Include capital losses on complete disposal of partnership


Partner Basis CarryoversPartner Basis Carryovers

Preproductive period expenses

Depletion

Section 1256 contracts and straddles

4684 long-term loss trade/business4684 long-term loss income producing

Dependent care benefitsPenalty on early withdrawalFederal income tax withheldState income tax withheldSE health insurance premiums

Unit

State

Rental real estateOther rentals

Other portfolio losses

Other losses - Schedule EOther losses - 1040 Page 1

Portfolio deductions - 2% AGI limitationPortfolio deductions - no AGI limitation

Other deductions

Investment interest expense - schedule A

Nondeductible expensesRegular AMTRegular AMT

State, if different

Ordinary business

Schedule D - Short-term (Portfolio)

Schedule D - Long-term (Portfolio)

Schedule D - 28% rate (Portfolio)

Schedule D - Short-term (Business)

Schedule D - Long-term (Business)

Schedule D - 28% rate (Business)


Section 179


Name of entity

Deductions - royalty incomeIntangible drilling expensed

Reforestation expense deduction

T, S, J

Real estate taxes

4684 short-term loss income producing


Stock Basis In S Corporation

Loan Basis In S Corporation

Recognized Gain on Excess Distributions & Loan Repayment

Name of entity

Recognized gain on repayment of shareholder loan:

Ordinary gain (Force)Short-term capital gain (Force)

Beginning of year loan face amount

Other loan basis increases

AMT loan basis restored, if different (Force)

Loans to corporation

Other stock basis increases

Capital contributions

Beginning of year loan basis

Beginning of year stock basis

See Shareholder's Basis Worksheet Page 1, line 42 for calculated recognized gain on repayment of shareholder loan

See Shareholder's Basis Worksheet Page 1, line 35 for calculated recognized gain on excess distribution

State, if differentFederal

Other stock basis decreases

Other loan basis decreases

Loan basis restored (Force)

Beginning of year stock basis, AMT

Beginning of year loan basis, AMT

AMT Short-term capital gain excess distribution (Force)AMT Recognized Gains: See AMT Shareholder's Basis Worksheet Page 1 for calculated amounts

AMT Repayment shareholder loan ordinary gain (Force)AMT Long-term capital gain excess distribution (Force)

AMT Repayment shareholder loan short-term capital gain (Force)AMT Repayment shareholder loan long-term capital gain (Force)

Calculate Shareholder Basis Worksheet

State

Unit

Long-term capital gain (Force)

Recognized gain on excess distribution:

Short-term capital gain (Force)Long-term capital gain (Force)

Holding period of recognized gain (1 = Short-term capital, 2 = Long-term capital)

Excess depletion deduction over property basis (Other than oil and gas)

Election was made in a prior yearRegulation 1.1367-1(g) election (Election automatically prints if election was not made in prior year)

T, S, J


Gain on complete disposal of stock (Force)Gain on complete disposal of stock - AMT if different (Force)Include capital losses on complete disposal of stock

Year election was made (For Election Report)

Suppress proforma of nondeductible expense carryovers (Only available when Regulation 1.1367-1(g) election has not been made)

Depletion up to share of allocated adjusted basis(Oil and gas wells)


Shareholder Basis CarryoversShareholder Basis Carryovers

Rental real estateOther rentals

Other portfolio losses

Other losses - Schedule EOther losses - 1040 Page 1

Other deductions

Investment interest expense - Schedule A

Nondeductible expensesRegular AMTRegular AMT

State, if different

Ordinary business

Schedule D - Short-term (Portfolio)







Section 179


Name of entity

Deductions-royalty incomeIntangible drilling expensed

Reforestation expense deduction

Preproductive period expenses

Foreign taxes

Depletion

Section 1256 contracts and straddles

Cash contribution - 50% AGI limitationCash contribution - 30% AGI limitationNoncash contribution - 50% AGI limitationNoncash contribution - 30% AGI limitationNoncash contr - 50% cap gn / 30% AGI limitNoncash contribution - cap gn property 20%Portfolio deductions - 2% AGI limitationPortfolio deductions - no AGI limitation

Medical insurance premiumsState income tax withheldFederal income tax withheldPenalty on early withdrawal

Real estate taxes

Unit

State

T, S, J

4684 short-term loss income producing4684 long-term income producing4684 long-term loss trade/business

Schedule K-1, 1041K1T (2010)

Form 1041, Schedule K-1 - General Information

Income and Directly Allocable Deductions

Grantor Trust Income, Expenses, and Other Information


EINName of entity

City code/nameDisposition of activity (1 = Entire disposition, 2 = Entire disposition of passive activity sold installment basis)

Other portfolio and nonbusiness income

Interest (Enter tax-exempt, AMT and state interest in statement dialog)

Dividends (Enter qualified, tax-exempt, AMT and state dividends in statement dialog)

Net short-term capital gainNet long-term capital gain

Unrecaptured section 1250 gain - Trust, RIC, REITNet 28% rate gain

Ordinary business income

DepreciationDepletionAmortization

Other rental incomeNet rental real estate income

6

7

9A

8

5

4b

4c

4a

3

2

1

K1 Code

9B

9C

Capital gain from passive activities

Unit

State

T, S, J

Grantor trust

Net section 1231 gain (loss)

Investment interest expenseInvestment expensesSection 179 expense deduction (Grantor trust only)

State and local taxesReal estate taxesOther taxesCharitable contributions

Penalty for early withdrawal of savings

Unrecaptured section 1250 gain - Partnership interest

Section 1202 gain subject to 50% exclusionSection 1202 gain subject to 60% exclusion

Charitable contribution code

Schedule K-1, 1041, Page 2K1T-2 (2010)

Final Year Deductions, AMT Items, and Other Information


State, if different

Regular AMT

10

12G

12G

12H

12I

12J

11B

11A

11C

11D

11E

1 = Other passive

3 = No limitation

Federal

Name of entity

Adjustment for minimum tax purposes

Estate tax deduction

Accelerated depreciation pre '87Accelerated depreciation post '86DepletionAmortizationExclusion items

Excess deductions on terminationShort-term capital loss carryoverLong-term capital loss carryoverNet operating loss carryover - regular taxNet operating loss carryover - minimum tax

Trust paid fed estimated taxTrust paid state estimated tax

Investment income adjustmentSubject to 2% AGI limitationGross farming or fishing incomeCommercial revitalization deduction

Passive activity codeOperatingSch D - Short-termSch D - Long-termSch D - 28% rate

Aggregation group Form 4797 - Part I

Significant participation hoursForm 4797 - Part IIComm revitalization

14F

K1 Code

12A

Net short-term capital gainNet long-term capital gainUnrecaptured section 1250 gainNet 28% rate gain

12C

12D

12E

12F

Credit for backup withholding

13A

13B

AMT adjustment attributable to:

Employer's W-2 wages

14C Qualified production activities income- all

14D

State

Unit

T, S, J

4 = Real estate professional

2 = Rental real estate with active participation

Passive Activity Carryovers

Recharacterization of passive income

Sec 179 carryoverOther Carryovers

Grantor trust only

Qualified dividends (Enter on Screen K1T dividends statement)

Foreign taxes claimed as credit not deductionForeign taxes (Schedule A only. Use Screen 1116 for Form 1116)14B

12B


Credit for state backup withholding

Qualified production activities income - oil-related

Sale of Personal ResidenceHome (2010)

Sale of Principal Residence - Sale Information

Exclusion Information

Form 6252 - Current Year Installment Sale

Information in this section will be ignored if the election to pay tax on entire gain is marked in the Sale Information tab section

Enter reduced exclusion days ONLY if sale qualifies to claim a reduced maximum exclusion

Taxpayer Spouse

Description

State use

Electing to pay tax on entire gain (No exclusion will be calculated and entire gain will be reported on Schedule D)

Report on Schedule D if not requiredDate former home was acquiredDate former home was soldSelling price of homeExpense of saleBasis of home sold

Meet use and ownership test without exceptions (2 years use within 5 year period preceding sale date)

Depreciation claimed for periods after May 6, 1997

Reduced exclusion days: (Enter only days within 5-year period ending on sale date)

Number of days each person used property as main homeNumber of days each person owned property used as main homeNumber of days between date of sale of the other home and this home

Maximum exclusion amount (Force)

Mortgage and other debts the buyer assumedTotal current year payments receivedRelated party nameAddressCity, state, zip codeTaxpayer identifying number

Date of second saleIndicate special condition if applicable (1 = Sale/exchange, 2 = Involuntary conv, 3 = Death of seller, 4 = No tax avoidance)

Explanation if no tax avoidance purposeSelling price of property sold by related party

State


T, S, J

Was the property sold a marketable security? (1 = Yes, 2 = No)

Surviving spouse that qualifies for full exclusion

1099-S property in asset detail, do not report Source Data Entry dataBuyer's part of real estate tax code/amount (Form 1099-S Box 5)

Aggregate number of days of nonqualified use after December 31, 2008Number of days property was owned

Prior Year Installment SaleInstPY (2010)

Form 6252 - Prior Year Installment Sale General Information

Gross Profit and Contract Price

Installment Sale Income

Related Party Installment Sale Information

Description

TreatmentSection 1250 property

Installment sale of home

Delete on next year's proformaState use

Date acquiredDate soldGross sales price or insurance proceeds receivedMortgage and other debts the buyer assumedCost or other basisDepreciation allowed or allowableCommissions and other expenses of saleIncome recapture from Form 4797Section 121 exclusion from sale of main homeAlternative minimum tax gain/loss adjustment

Prior year gross profit percentage (Force) (xxx.xxxx)

Prior year gross profit percentage, AMT if different (Force) (xxx.xxxx)

Total current year payments receivedPrior year payments receivedBalance of unrecaptured section 1250 gain to be taxedBalance of AMT unrecaptured section 1250 gain to be taxedTotal ordinary income to recapture (Section 1252, 1254 or 1255 property only)

Ordinary income previously recapturedBeginning of year, remaining gross profit (Used for passive loss and AMT adjustments)

Related party nameAddressCity, state, zip codeIdentifying number

Date of second saleSpecial condition if applicable (1 = Sale/exchange, 2 = Involuntary conv, 3 = Death of seller, 4 = No tax avoidance)


Sale of auto asset

Unit

Form

State

T, S, J


Installment sale from like-kind exchange (Section 453(f)(6))

SalesSale (2010)

Forms 4797 and 6252 - General Information

Sale Information

Form 4797, Part III - Recapture

Form 6252 - Current Year Installment Sale

Form 6252 - Related Party Installment Sale Information

1250 26(a)

26(b)

26(d)

1252 27(a)

27(b)

1254 28(a)

1255 29(a)

Description

Treatment (A code should be manually entered for all assets not in the asset module)

Section 1250 property


Gross proceeds reported on Form 1099-S or 1099-B (Form 4797, line 1)

Disposition due to casualty/theft (Part III assets only: used to determine gains to carry to Form 4684, Sec. B)


Date acquiredDate soldGross sales price or insurance proceeds receivedCost or other basisCommissions and other expenses of saleDepreciation allowed or allowableAlternative minimum tax gain/loss adjustment

Additional depreciation after 1975Applicable percentage (Defaults to 100%) (xxx.xx)

Additional depreciation after 1969Soil, water and land clearing expensesApplicable percentage (Defaults to 100%) (xxx.xx)

Intangible drilling and development costsApplicable payments excluded from income under sec 126

Mortgage and other debts the buyer assumedTotal current year payments received

Related party nameAddressCity, state, zip codeIdentifying number

Date of second saleSpecial condition if applicable (1 = Sale/exchange, 2 = Involuntary conv, 3 = Death of seller, 4 = No tax avoidance)


Sale to related partyPostponed gain due to casualty/theft

Sale of auto asset

State use

State

Form

Unit

T, S, J


Buyer's part of real estate tax code/amount (Form 1099-S Box 5)

1099-S property in asset detail, do not report Source Data Entry data

Traditional and Roth IRAIRA (2010)

Traditional IRA

Roth IRA

Enter traditional IRA distribution information on Screen 1099R

Taxpayer Spouse

Enter Roth IRA distribution information on Screen 1099R

Covered by a retirement plan? (1 = Yes, 2 = No)

Have program compute IRA deduction (1 = Deductible only, 2 = Deductible and nondeductible)

Total traditional IRA contribution

Adjustment to earned income (For traditional & Roth IRA computation only)

Designated nondeductible contributions (Force)Designated nondeductible cont made in 2011 for 2010Traditional IRA basisTraditional IRA value on 12/31/10 (including rollovers)

Force (1 = Force address and firm information to print, 2 = Do not print Form 8606)

Have program compute maximum Roth IRA contributionTotal Roth IRA contribution

Adjustment to modified adjusted gross income (For Roth IRA comp only)

Conversion from traditional IRAs to Roth IRAs

Roth IRA conversion recharacterizations for traditional IRAs

Roth IRA basis, Form 8606 line 17 (Force)Roth IRA contribution basis on 12/31/09Roth IRA contribution recharacterizationsRoth IRA conversion basis on 12/31/09Roth IRA value on 12/31/10 (including rollovers)

Indicate surviving spouse electionConversion basis not subject to additional 10% tax (Form 5329 only)

Total distribution received on all traditional IRAs (For calculation of Schedule A loss deduction only)

Total distribution received on all Roth IRAs (For calculation of Schedule A loss deduction only)

Contributions made on or before total distribution receivedContributions made after total distribution received

Nondeductible contributions made after total distribution rec'dNondeductible contributions made on or before total distrib rec'd

Traditional IRA contributions made (Used for custom paragraph)

Roth IRA conversion recharacterizations for qual retirement plansElect out of averaging for qualified retirement plansConversion from qualified retirement plan to Roth IRAs

Elect out of averaging for traditional IRAs

Roth IRA contributions made (Used for custom paragraph)

Health, Medical Account Contributions5498SA (2010)

5498-SA Facsimile

Additional Information

Form 8853 - Medical Savings Account

Form 8889 - Health Savings Account

State

T, S


Participant's address, and ZIP code+ (If different from Screen 1040)

Account number+

Trustee's address, and ZIP code+

+Available for UltraTax CS data mining, not used in tax preparation

6

Indicate type of coverage under qualifying high deductible health plan (1 = Self-Only, 2 = Family)

Medicare Advantage MSA (Form 8853)

Archer MSA (Form 8853)

HSA (Form 8889)

Trustee NameEIN

Employer contributions (Force)Form 8889, line 6 (Force)

HDHP in effect for December 2010 (1 = Yes, 2 = No)

Qualified HSA funding distribution from health flexible spending arrangement (FSA)Qualified HSA funding distribution from health reimbursement arrangement (HRA)

Amount of annual deductible

Compensation from employer maintaining HDHP (Force)Self-employed activity identificationEarned income from activity for which the plan was established (Force)

Employer maintaining high deductible plan

5 FMV of HSA, Archer MSA, or MA MSA

HSA/MSA limitation (Force)Excess contributions for 2009 taken as constructive contributions for 2010

Number of months in qualified high deductible health plan

3 Total HSA or Archer MSA contributions made in 2011 for 2010

2 Total contributions made in 2010

1 Archer MSA contributions made in 2010 and 2011 for 2010

4 Rollover contribution+

Form/Schedule Unit

Taxpayer contributions for 2010 (Force)

Have program compute maximum allowable contributionTotal HSA/MSA contribution to be made for 2010

Health, Medical Account Distributions1099SA (2010)

1099-SA Facsimile

Additional Information

Form 8889 Maintenance of Coverage

1099-LTC Long Term Care Benefits

State

T, S


5 Check, if applicable:

Per diem

Costs incurred for qualified long-term care services during the long-term care periodNumber of days during the long-term care periodIf the insured is terminally ill, were payments received on account of terminal illness? (1 = Yes, 2 = No)

Are there other individuals who received LTC payments during 2010? (1 = Yes, 2 = No)

Terminally illChronically ill4 Qualified contract

Reimbursed amount

3 Check one:

2 Accelerated death benefits paid

1 Gross long-term care benefits paid

Insured's name

Insured's social security number

Policyholder's identification number +

If distribution due to death of account holder, enter qualified decedent medical expenses

Portion of gross distribution rolled over or a withdrawal of excess contributions

5


Trustee's/Payer's address, and ZIP code+

Account number+

Recipient's address, and ZIP code+ (If different from Screen 1040)

Date HDHP coverage began Date HDHP coverage endedTotal HSA deductions for 2009

Date of qualified HSA funding distributionQualified HSA funding distributionAmount of HSA exceptions to 10% tax

Qualified HSA distributionsHSA limitation for 2009 (Force)

HDHP coverage started in 2009 and in effect for December 2009 (1 = Yes, 2 = No)

HDHP coverage ended before 12/31/10 (1 = Yes, 2 = No)

If MA (Medicare Advantage) MSA, enter value of account on 12/31/09

Amount of exception to additional tax (Force)Unreimbursed qualified medical expenses

MA MSA (Form 8853)

Archer MSA (Form 8853)

HSA (Form 8889)

4 FMV on date of death

1 Gross distribution 2 Earnings on excess contributions

3 Distribution code

Trustee NameEIN

Moving Expenses3903 (2010)

Form 3903 - Moving Expenses

Form 2555 allocation codeArmed forces moveNumber of miles from old home to new workplaceNumber of miles from old home to old workplaceMove is outside United States or its possessionsTransportation and storage expensesTravel and lodging (not including meals)Total amount reimbursed for moving expenses (Force)

Unit

State

Description

City code

T, S, J

Keogh, SEP, and SIMPLE Plan ContributionsKeogh (2010)

Keogh, 401(k), SEP, and SIMPLE Contributions

Catch-up Contributions

Elective Deferrals

Select the folder of the activity to which the plan relates.Use the Screen Keogh in the 1040 Adjustments folder only if related to other SE income entered on Screen Income in the Income folder.

Use the fields below to calculate the allowable contribution in lieu of the program computing the maximum allowable contribution

Enter catch-up contributions only if the plan participant is age 50 or over by the end of the tax year

Description

Compute maximum allowable contribution (1 = Keogh, 2 = SEP, 3 = SIMPLE 401(k), 4 = Solo 401(k), 5 = SIMPLE IRA, 6 = SARSEP)

Limitation percentage (Force) (xx.xx)

Adjustment to earned income (For Keogh/401(k)/SEP/SIMPLE computation only)

Total Keogh contributionsTotal Solo 401(k) contributions (Do not include SIMPLE 401(k) contributions)

Total SEP contributions

Total defined benefit plan contributionsTotal contributions made to a profit-sharing planTotal contributions made to a money purchase planTotal contributions to SIMPLE 401(k) plan (Do not include matching contributions)

Total contributions to SIMPLE IRA (Do not include matching contributions)

SIMPLE employer matching contributions (Force)

Include catch-up contribution in computing maximum allowable contributionCatch-up contribution - Solo 401(k)/SARSEPCatch-up contribution - SIMPLE plans

Include elective deferral in computing maximum allowable contributionElective deferral amounts - Solo 401(k)/SARSEP (excluding catch-up contributions)

Total SARSEP contributions

SIMPLE employer matching catch-up contributions (Force)

Elective deferrals designated as Roth contributions (including catch-up contributions)

State

Form

Unit

T, S

Domestic Production Deduction8903 (2010)

Current Year Deduction

Prior Year Suspended Deduction

Description

Domestic production gross receipts (DPGR)Allocable cost of goods soldDeductions and losses allocable or ratably apportioned to DPGRForm W-2 wagesDomestic production activities deduction from cooperativesIndividual allowed to use the small business simplified overall methodLoss allowed percentage (Force) (xxx.xx)

Deductions and losses allocable or ratably apportioned to DPGRAllocable cost of goods sold

Flow-through qualified production activities income

State

Form

Unit

T, S, J

Suspended loss allowed percentage (Force) (xxx.xx)

Oil-Related Total

Other AdjustmentsOtherAdj (2010)

Form 1040 Page 1 Adjustments

Dual-Status Statement Information

T/S Recipient SSN Amount

Taxpayer Spouse

Filing 1040 with 1040NR statement

Alimony paid

Educator expenses (Amounts entered over $250 per person will flow to Schedule A)

Self-employed health insurance premiums (Not entered elsewhere)

Self-employed long-term care premiums (Not entered elsewhere)

Other adjustments

Other statement income (Enter income from 1040 or 1040NR dual-status statement)

Income from 1040NR statementTax on income not effectively connected with US trade/business (Force)1040NR federal income tax withheld adjustment

Screen W2 unit# under IRC Sec. 318(a)(1) family attribution rules(For Form 1040, page 1 self-employed health insurance deduction)

Student Loan, Tuition and Fees Deduction, Education CreditsEducate (2010)

Form 8815 - Exclusion of Interest from Series EE and I Bonds

Student Loan Interest Deduction

Tuition and Fees Deduction and Education CreditsTo optimize between the education deduction or credits, enter eligible student information here. The optimization will occur during

T/S Qualified Expenses

Enrollee and institution information: Qualified expensesNontaxable benefits

Total proceeds from Series EE and I bonds issued after 1989 and cashed in 2010Interest income from Series EE and I bonds (Force)

Qualified education loan interest paid in 2010Adjustment to modified adjusted gross income

Eligible student information

Adjustment to modified adjusted gross incomeTax from recapture of prior year education credits

Exclude state(s) net due/-overpayment in education expense optimization

T/S

Dependent of another but claiming student loan interest deduction

Dependent of another claiming education credit (Parent not claiming dependent even though eligible)

a print preview or when selecting File > Print Returns.

Education Program Payments1099Q (2010)

General Information

1099Q Facsimile

Contributions

Payments from QTPs/ESAs

1

2

3 4

5 6

or

Payer's/Trustee's address, and ZIP code Gross distribution

Earnings

Telephone number

Recipient's TIN Basis

Amount of rollover

Recipient's address, and ZIP code (If different from Screen 1040)

Check one: Check if the recipient is not

Section 529 program -- the designated beneficiary

Account number (optional) Private State

Coverdell ESA

EINPayer's/Trustee's name

CorrectedDelete on next year's proforma

Amount contributed in current year

Basis of this account on 12/31/09Value of this account on 12/31/10Form 5329, Part II exception amount

Adjusted qualified education expenses

State

T, S

Trustee-to-trustee

transfer

Type of account (1 = Private QTP, 2 = State QTP, 3 = ESA)

Relationship to account (1= Beneficiary, 2 = Account owner, 3 = Both, 4 = Neither)

Final distribution

Beneficiary's SSN

Have program calculate maximum ESA contribution

State useAccount number (For states: AR / CT / IL / IN / MD / VA)

Adjustment to modified adjusted gross income (For education savings account contribution only)

Elementary and secondary education expensesDistribution by beneficiary of previously taxed contributionsOther current year adjustments to basis

Beneficiary's first nameBeneficiary's last name

At-Risk Limitations6198 (2010)

Amount At-Risk

Carryover At-Risk

At Effective Date

Since Effective Date or 12/31/09

All At-Risk Entities

AMT at-risk amount fields DO NOT default to Regular at-risk amount fields. Blank AMT at-risk amount fields are treated as zero.

Regular AMTRegular AMT State, if different State, if different

Regular AMTRegular AMT State, if different State, if different

Description

State allocation

Total losses deducted in prior years

Amounts previously included

Beginning at-risk code (1 = Adjusted basis (simplified), 2 = Investment in activity (detailed), 3 = 2009 Form 6198 line 19b (detailed))

Beginning at-risk amount

Increase in at-riskDecrease in at-risk

Increase in at-riskDecrease in at-risk

Guaranteed payments (Force)

OperatingSchedule D - Short-term (Portfolio)






Form 4797 - Part IForm 4797 - Part IISection 179Commercial revitalization deduction

Exclude recourse partnership liabilities from the detailed computation of at-risk section

State

Form

Unit

T, S, J

AMT at-risk amount fields DO NOT default to Regular at-risk amount fields. Blank AMT at-risk amount fields are treated as zero.

beginning after 1978

in gross income

At-Risk Limitations, Page 26198-2 (2010)

Carryover At-Risk, Schedule K-1Carryover At-Risk, Schedule K-1

Schedule K-1 Entities OnlyRegular AMT

Regular AMT State, if different State, if different

Description

State allocation

Rental real estateOther rentalsOther portfolio losses

Other losses - Sch EOther losses - 1040 Page 1Cash charitable contributions

Subject to 50% AGI limitationSubject to 30% AGI limitation

Portfolio deductionsSubject to 2% AGI limitationNot subject to 2% AGI limitation

Other deductions

Investment interest expenseSchedule A (Allowed by prior year Form 4952)

Depletion

Subject to 30% AGI limitationSubject to 50% AGI limitation

Noncash charitable contributions

Capital gain property 20%50% cap gain subj to 30% AGI limit

Deductions - royalty income

Foreign taxes

Intangible drilling expensesPreproductive period expensesReforestation expense deduction

Nondeductible expenses

1256 contracts and straddles

Medical insurance premiums

Unit

Form

State

T, S, J

4684 long-term loss trade/business4684 long-term loss income producing4684 short-term loss income producingDependent care benefitsPenalty on early withdrawalFederal tax withheldState income tax withheld

Real estate taxes

Itemized DeductionsA (2010)

Medical Expenses

Tax Expenses

Interest Expenses

Charitable Contributions

Miscellaneous Expenses

Subject to 2% Limitation Not Subject to 2% Limitation

TSJ Amount TSJ Amount

TSJ Amount

TSJ Amount

TSJ Amount TSJ Amount

TSJ Amount

TSJ Amount

Other than items entered elsewhere

Other than items entered elsewhere

Other than amounts entered elsewhere

Other than on K-1s

Medical and dental expenses Prescription drugsInsurance premiums Medical miles driven (.165)

Long-term care premiums

State and local income tax

Real estatePersonal property

'09 income taxes paid in '10

Other taxes

Force st/local income or sales tax deduction

Home mortgage interest:From Form 1098

Refinancing points paidOtherInvestment interest

Cash or checkMiles driven (.14)

Noncash contributionsGoodwillSalvation Army

Unreimbursed employee expUnion dues (Force)Tax preparationOther expensesHobby expensesSafe deposit box rentalInvestment expenses

Suppress carry of home office interest, qualified mortgage insurance, and taxes to Schedule ANet income for home office #1Net income for home office #2

Other expensesBond premium amortGambling losses

Sales Tax InformationResident state/rate (For IRS table value)

Additional state/locality information

Major purchasesActual expensesNon-taxable income

Other than amounts entered elsewhere

TSJ Amount

TSJ Amount

Do not include refundable portion of refundable tax credits allowed per Notice 2005-31


Elect to deduct decedent's medical expenses

Other person(s) who received Form 1098

Qualified new motor vehicle taxes (Paid in '10 on '09 purchase)

Adjustment to modified AGIFor New Motor Vehicle Tax Deduction only

Prepaid mortg insurance

Home Mortgage InterestMortgInt (2010)

Home Mortgage Interest Limitations

Information for AMT Home Mortgage Interest Adjustment

Enter mortgage information from Form 1098 EITHER here or on Screen A, but NOT in both places.

Interest payments made in 2010Points reported on Form 1098

Average balance for 2010 grandfather debt (Force)Average balance for 2010 home acquisition/improvement debt (Force)Average balance for 2010 all types of debt (Force)

Fair market value of home(s) (As of date last debt secured; if multiple loans exist for the same home, enter FMV only once)

Principal payments made in 2010No. of months loan was outstanding in 2010 (If not 12)

Home equity debt

Grandfather debt

Home acquisition/improvement debt

Elect out of treatment as debt secured by qualified residence

For more information on all debt types, see IRS Publication 936, Home Mortgage Interest Deduction.

Portion of interest entered above paid on home equity debt not used to build or improve home

Portion of interest entered above paid on refinanced debt

Portion of interest entered above paid on loan originatingprior to July 1, 1982 (Qualified grandfather debt for AMT purposes)

Note: Any interest amounts entered above, that are omitted from the fields below, will be treated as eligible mortgage interest paid onhome acquisition/improvement debt for purposes of calculating the AMT home mortgage interest adjustment on Form 6251.

Interest from above paid on excess refinanced debt reinvested

Description of loan/propertyUnit

T, S, J

Complete a separate screen for each loan secured by the residence.

Loan origination date

Beginning Balance Ending Balance(As of 12/31/09 or first daymortgage was outstanding)

(As of 12/31/10 or last daymortgage was outstanding)

Taken out after 10/13/87; proceeds used to buy, build, or substantially improve home

Taken out after 10/13/87; proceeds NOT used to buy, build or substantially improve home

Taken out before 10/14/87

Delete on next year's proformaElection history

Employee Business Expenses2106 (2010)

Form 2106 / SBE - General Information

Employee Business Expenses and Other Information

Supplemental Business Expenses (SBE)

Employer Reimbursements Not Included in Box 1 of W-2

Meals for individuals subject to DOT hours of service limitation (80% allowance)

Meals and entertainment (Subject to 50% limitation only)

Nonvehicle depreciationOther business expensesTravel expenseLocal transportationParking fees and tolls

Suppress carry of home office interest, qualified mortgage insurance and taxes to Schedule AHome office #2 (Force) (2106 only)

Home office #1 (Force) (2106 only)Net income for home office deduction:Form 2555 allocation codeCity code/nameState use code

Special occupations (2106 only) (1 = Qualified artist, 2 = Handicapped employee, 3 = Fee-basis official, 4 = Nonfarm Sch SE, 5 = Reserve component)

Occupation

Enter additional vehicle expense information on Screen 2106-2

Section 179 carryoverSection 179 carryover, State if different

Section 280F expense deduction allowable in prior years (Force)Section 280F recomputed depreciation (Force)

Allocation percentage Allocation percentage

Reimbursements:Other amountsMeals & entertainmentMeals for DOT service limitation

Suppress carry of excess supplemental business expenses to 2106

Form/ScheduleUnit Bus % (xxx.xx) Auto % (xxx.xx)

Auto % (xxx.xx)Bus % (xxx.xx)UnitForm/Schedule

Form/Schedule Unit Bus % (xxx.xx) Auto % (xxx.xx)

Auto % (xxx.xx)Bus % (xxx.xx)UnitForm/Schedule

All fields in this section are force fields for 2106 only

Other amountsMeals & entertainmentMeals for DOT service limitation

State

Unit

T, S

Minister, clergy or religious workerAmount for Schedule A - unreimbursed employee business expenses (Force)


Employee Vehicle Expenses2106-2 (2010)

Form 2106 - Continued

Vehicle Expenses - General Information

Actual Expenses

DepreciationBusiness use percentage (xxx.xx)

Table/Depreciation methodSection 179 expenseCost or other basisValue of employer-provided vehicle

Inclusion amountVehicle rentalsGasoline, oil, repairs, insurance, etc.

Commuting mileageAverage daily round trip commuting milesBusiness miles (50 cents)

Total mileageDate placed in serviceMethod (1 = Optimize, 2 = Actual costs only, 3 = Standard mileage only)

Description vehicle 4Description vehicle 3Description vehicle 2Description vehicle 1

Evidence to support deduction? (1 = Yes-written, 2 = Yes-not written, 3 = No)

Off duty hours vehicle use permitted? (1 = Yes, 2 = No)

Is another vehicle available for personal purposes? (1 = Yes, 2 = No)

Occupation

Vehicle 4Vehicle 3Vehicle 2Vehicle 1

Vehicle 4Vehicle 3Vehicle 2Vehicle 1

Interest (SBE only)

Property taxes (SBE only)

Property received from like-kind exchange

Unit

State

City code/name

T, S

If "X", summary data entry suspends asset module transfer to this screen (Remove X on Screen 2106 to reinstate transfer)

Noncash Contributions Less Than $5,0008283P1 (2010)

Form 8283, Section A - General Information

Partial Interest Information

Restricted Use

Contribution type (1 = 50%, 2 = 20%, 3 = 30%, 4 = 50% capital gain (30%))

Description of donated property

Donee organization:NameAddressCity, state, zip code

Date of contribution or date received by donee organizationDate acquired by donorHow acquired by donor (P = Purchase, I = Inheritance, G = Gift, E = Exchange)

Donor's cost or basisFair market valueContribution amount if different than FMV

Method used to determine FMV (A = Appraisal, C = Catalog, T = Thrift shop value, S = Sales/comparative, O = Other)

If other:

Amount claimed as deduction for this tax yearAmount claimed as deduction for any prior tax years

Donee organization (if different):NameAddressCity, state, zip code

Place property is located or keptPerson with actual possession

Restriction on right to use or dispose? (1 = Yes, 2 = No)

Give rights to anyone other than donee organization? (1 = Yes, 2 = No)

Restriction for a particular use? (1 = Yes, 2 = No)

If yes, explanation of restriction for a particular use

Elect to apply 50% reduction rule to capital gain property contributions

If yes, explanation for giving rights to someone other than donee organization

If yes, explanation of restriction on right to use or dispose

Explanation if reduced FMV or if qualified conservation contribution

T, S, J

State

State use

Tax from recapture of fractional interest in tangible personal property

Enter Form 1098-C contributions of motor vehicles, boats, and airplanes on Screen 1098C

Noncash Contributions Greater Than $5,0008283P2 (2010)

Form 8283, Section B - General Information

Donated Property Information for Properties A and B

Donated Property Information for Properties C and D

Appraiser Information

Donee Acknowledgment

Identifying letter of appraised property or applicable 1098C propertySpecific item descriptionIdentifying numberBusiness addressCity, state, zip code

Date received by donee organizationNameAddressCity, state, zip code

EIN

Does the organization intend to use the property for an unrelated use? (1 = Yes, 2 = No)

T, S, J

1 = Appraised FMV, 2 = Amount claimed as deduction, 3 = Average trading price

1 = Appraised FMV, 2 = Amount claimed as deduction, 3 = Average trading pricing

Type of property

Description of property A

Overall physical conditionDate acquired by donor

Donor's cost or basisBargain sale amount receivedDeduction code

Contribution amountDeduction amount for Schedule A (Force)

Description of property C

Overall physical conditionDate acquired by donor

Donor's cost or basisBargain sale amount receivedDeduction code

Contribution amountDeduction amount for Schedule A (Force)

State

State use

State use

Contribution type (1 = 50%, 2 = 20%, 3 = 30%, 4 = 50% capital gain (30%))

How acquired by donor (P = Purchase, I = Inheritance, G = Gift, E = Exchange)

How acquired by donor (P = Purchase, I = Inheritance, G = Gift, E = Exchange)

Description of property BProperty A Property B

Description of property DProperty C Property D

Identifying letter or number of property requiring donee acknowledgement

Contributions of Motor Vehicles, Boats, and Airplanes1098C (2010)

1098-C Facsimile

Other Information for Donated Property

EINDonee's name

3 Vehicle or other identification number

T, S

State

2 Make, model and year of vehicle

1 Date of contribution

4a Donee certifies that vehicle was sold in arm's length

Donor's street address, city, state and ZIP code+

Donee's street address, city, state and ZIP code


4b Date of sale

transaction to unrelated party

4c Gross proceeds from sale

5a Donee certifies that vehicle will not be transferred for money, other property, or services

before completion of material improvements or significant intervening use

5b Donee certifies that vehicle is to be transferred to a needy individual for significantly

below fair market value in furtherance of donee's charitable purpose

6b Value of goods and services provided in exchange for the vehicle

6c Donee certifies that any goods and services provided consisted solely of intangible religious benefits

7 Under the law, the donor may not claim a deduction of more than $500 for this vehicle if this box is checked

6a Did you provide goods or services in exchange for the vehicle? Yes No

Fair market value on date of contribution

Date acquired by donorHow acquired by donor (P = Purchase, I = Inheritance, G = Gift, E = Exchange)

Donor's cost or adjusted basis

Method used to determine FMV (A = Appraisal, C = Catalog, T = Thrift shop value, S = Sales/comparative, O = Other)

Contribution type (1 = Subject to 50% limitation, 2 = Subject to 30% limitation, 3 = Subject to 20% limitation, 4 = 50% capital gain (30%))

Reporting method (1 = Form 8283, page 1, 2 = Form 8283, page 2)

Type of property

Deduction code (1 = Appraised FMV, 2 = Amount claimed as deduction, 3 = Average trading price)

Overall physical condition of property

Bargain sale amount received

Contribution amount (Enter only if deduction code is indicated above; otherwise, defaults to fair market value on date of contribution)

If other:

Deduction amount for Schedule A (Force)Contemporaneous written acknowledgement (Electronic filing only)

Donee's telephone number+

5c Detailed description of material improvements or significant intervening use and duration of use

Corrected

Description of goods and services

Suppress printing Form 1098-C Copy B

Vehicle mileage on date of contribution

Explanation if reduced FMV

Home Office Expenses8829 (2010)

Home Office General Information

Part I - Business Use of Home

Part II - Allowable Deductions

Part III - Depreciation

Direct Indirect

Description

Home identificationHome description

Total area of homeArea used exclusively for businessInformation for day-care facilities only:

Total hours usedTotal hours in year, if less than 8,760

Casualty losses (Force)Deductible mortgage interest

Real estate taxesExcess mortgage interest and qualified mortgage insuranceInsurance

Repairs and maintenanceUtilitiesOther expensesExcess casualty lossesCarryovers from 2009 to 2010: Operating expenses

Casualty losses

DepreciationBusiness expenses not from business use of home

Depreciation percentage (xx.xxx)

Depreciation

Casualty loss CO holding period

Rent

Unit

Form

State

T, S, J

Special computation for certain day-care facilities:Area used regularly and exclusively for day-care businessArea used partly for day-care business

Deductible qualified mortgage insurance premiums


Auto ExpensesAuto (2010)

Auto Information

Vehicles 1 - 3

Vehicles 4 - 6

Vehicle 1 Vehicle 2 Vehicle 3

Vehicle questions for Schedule C only:

Vehicle 4 Vehicle 5 Vehicle 6

Vehicle questions for Schedule C only:

Description

Veh 1 - Date DescriptionVeh 2 - Date DescriptionVeh 3 - Date Description

Method (1 = Optimize, 2 = Actual costs, 3 = Standard mileage)

Total milesCommuting milesBusiness miles (50 cents)

Another vehicle for personal use? (1 = Yes, 2 = No)

Vehicle available during off-duty hours? (1 = Yes, 2 = No)

Supporting evidence for business use? (1 = Yes, 2 = No)

Is this evidence written? (1 = Yes, 2 = No)

Parking, fees and tollsGasoline, oil, repairs, insurance, etc.InterestRegistrationProperty taxesVehicle rentalsInclusion amountDepreciation

Veh 4 - Date DescriptionVeh 5 - Date DescriptionVeh 6 - Date Description

Total milesCommuting miles

Another vehicle for personal use? (1 = Yes, 2 = No)

Vehicle available during off-duty hours? (1 = Yes, 2 = No)

Supporting evidence for business use? (1 = Yes, 2 = No)

Is this evidence written? (1 = Yes, 2 = No)

Parking, fees and tollsGasoline, oil, repairs, insurance, etc.InterestRegistrationProperty taxesVehicle rentalsInclusion amountDepreciation

Form

Unit

Method (1 = Optimize, 2 = Actual costs, 3 = Standard mileage)

Business miles (50 cents)


Depreciation and Amortization4562 (2010)

Section 179, Special Depreciation Allowance, Other and MACRS

Listed Property - Depreciation

Listed Property - Information Regarding Vehicle Use

Listed Property - Questions for Employers Providing Vehicles

Amortization

Cost Expense

At-risk Regular

Date Basis Period Convention Method Deduction

Cost Basis Deduct Exp

Vehicle #1 Vehicle #2 Vehicle #3 Vehicle #4 Vehicle #5

Cost Amortization

BusinessCommutingOther personal (non-commuting)

Available for off-duty personal use (1 = Yes, 2 = No)

Used primarily by > 5% owner or related person? (1 = Yes, 2 = No)

Another vehicle available for personal use (1 = Yes, 2 = No)

Policy prohibiting personal use:

Excluding commuting(1 = Yes, 2 = No)

Treat all use by employees as personal use?(1 = Yes, 2 = No)

Provide more than five vehicles(1 = Yes, 2 = No)

Demonstration use?(1 = Yes, 2 = No)

Business activity

Using general asset accounting Election made under section 1.168(i)-6(i)

Section 179 property detail

Special depreciation allowance for nonlisted propertyProperty subj to sec 168(f)(1) elect Other depr (inc ACRS)MACRS deductions for nonlisted property in service before the current year

3 year 5 year 7 year10 year15 year20 year25 YearResident

Non-Res

Class Life12 year40 year

Supporting evidence (1 = Yes, 2 = No) Evidence is written (1 = Yes, 2 = No)

Special depreciation allowance for listed property

Property used more than 50% detailProperty used less than 50% detail

Amortization detailAmortization for property placed in service prior to the current year

Section 179 property carryover Basis

Form

Unit

Including commuting(1 = Yes, 2 = No)

Total miles driven during the year:

Additional vehicles


Section 179 property detail - qualified real property Cost Expense

Alternative Minimum TaxAMT (2010)

Form 6251 - Alternative Minimum Taxable Income

Form 6251 - Tax Computation Using Maximum Capital Gains Rate

Certain home mortgage int (Force)

Long-term contracts

Refund of taxes (Not reported on 1040 line 10)

Mining costs

Depletion

Research and experimental

Private activity bonds (Force)

Certain installment sales

Section 1202 stock (Force)

Intangible drilling costs (Force)

Incentive stock options

Pollution control (Force)

Electing large partnerships

Tax shelter farm activities

Disposition of property (Force)

Depreciation (pre '87)

Depreciation adjustment (post '86)

Patron's adjustment

Passive activities (Force)

Related adjustments

Loss limits (Force)

Other adjustments

Circulation costs

Elect simplified foreign tax credit limitationAMT foreign tax credit (Force)

Form 6251, line 37 (Force)Form 6251, line 38 (Force)Form 6251, line 39 (Force)AMT short-term capital gain/loss adjustmentAMT long-term capital gain/loss adjustmentAMT 28% rate gain/loss adjustmentAMT unrecaptured section 1250 gain adjustment:

Partnerships or S corporationsTrusts or estatesOther

AMT NOL deduction (Force)

If "X", summary data entry suspends asset module transfer to shaded field (Remove X to reinstate transfer)

Charitable contributions of certain property (Force)

Credit for Prior Year Minimum Tax8801 (2010)

Form 8801 - General Information

Prior Year Maximum Capital Gains Information

Tentative Refundable Credit

Projected Next Year Credit

2007 Form 8801 line 28

2009 Form 6251, line 362009 Form 6251, line 352009 Minimum tax foreign tax credit2009 US real property net gain2009 Child's earned income plus minimum exemption amount (2009 AMT exemption worksheet line 9)

2009 Minimum tax credit NOL deduction

2009 filing status

2009 Form 1041, Schedule K-1 exclusion items (Box 12J)

Electric vehicle CO to 2010

2009 Form 6251, adjustments & preferences treated as exclusion items2009 Form 6251, sum of lines 1, 6, 7, and 11

2009 Form 8801 line 59

2009 Form 8801 line 182009 Form 8801 line 20

2008 Form 8801 line 202008 Form 8801 line 18

2009 Qualified Dividends & Capital Gain WS ln 7 or Sch D Tax Worksheet ln 14*

would have been reported if it had been completed.

2009 Sch D Tax WS line 102009 Sch D line 19*2009 Qualified Dividends & Capital Gain WS ln 6 or Sch D Tax Worksheet ln 13*

*If the prior year Qualified Dividends and Capital Gain Tax Worksheet (or Schedule D Tax Worksheet) not completed, enter amount that

2009 Qualified Dividends & Capital Gain WS ln 3 or Sch D Tax Worksheet ln 9*

2009 Sch D line 14*2009 Sch D line 7*

2009 Form 4952, ln 4e2009 Form 4952, ln 4g

2009 Sch D line 15*2009 Net 28% capital gain/loss

2009 Form 1040, line 9b

2009 Form 2555 line 45

Meets certain children age 18 through 23 conditions 2009 (1 = Yes, 2 = No)

2009 Form 8801 line 19 (Minimum tax credit carryforward from 2008)

Proforma NOL and foreign tax credit to Screen 8801 next year*Minimum tax foreign tax credit*Minimum tax credit NOL deduction

Adjustments and tax preferences treated as exclusions (Force)

Self-employment Tax, Other Taxes, 4137OtherTax (2010)

Schedule SE

Other Taxes

Form 4137 - Social Security/Medicare Tax on Unreported Tips

Form 8919 - Social Security/Medicare Tax on Unreported Wages

Taxpayer Spouse

Taxpayer/Joint Spouse

Taxpayer Spouse

Method used (1 = Regular, 2 = Farm optional, 3 = Nonfarm optional, 4 = Both 2 and 3)

Form 4029 filed with IRS

Other taxesDeduction for Capital Construction FundIRC section 1341 credit

General information (Other than on W-2s)

Cash and charge tips < $20 per month received/not reported

Exempt net profit received as a notary public

Tier 1 railroad retirement compensation adjustmentChapter 11 bankruptcy income (loss) subject to SE tax

General information

Electing church wages for an employee other than ministerNonfarm adjustment to SE incomeFarm adjustment to SE income

Housing credit recapture (Form 8611)

SpouseTaxpayer

COBRA premium assistance received in 2010

Explanation for not reporting tips to employer

Tax on Children with Investment Income8615 (2010)

Form 8615 - Taxpayer Information

Parent's Income and Tax Information

Children's Income and Tax Information

Investment Income Net Cap Gain & Qual Div

Child #1 Child #2 Child #3

Child #4 Child #5 Child #6

Directly connected itemized deductionsEstimated amounts code

SSN/First name/Last nameFiling status

Taxable inc (1040 ln 43/ Frgn Earn Inc Tax WS Ln 3) Schedule D line 19 (Unrecaptured 1250)

Income tax (1040 ln 44, less 4972, 8814 & 8889 tax)*Sch J line 2a (Elected farm income)

Qualified dividendsSch J sum of lines 8, 12, 16Sch D Tax Wrk ln 7(Or smaller of Sch D ln 15 or ln 16)

Sch J line 22Form 4952 line 4eSch J Worksheet 5 line 7Form 4952 line 4gSch J Worksheet 5 line 11Schedule D line 18 (28% rate gain)

Indicate this is the parent's return

SSNFirst nameLast nameDate of birth (mm/dd/yyyy)

Taxable incomeQualified div on line 58615 line 5Cap Gain Line 5 ratioNCG on line 54952 line 4e4952 line 4gSch D line 18 (28% rate gain)

Sch D line 19 (Unrecaptured 1250)

SSNFirst nameLast nameDate of birth (mm/dd/yyyy)

Taxable incomeQualified div on line 58615 line 5Cap Gain Line 5 ratioNCG on line 54952 line 4e4952 line 4gSch D line 18 (28% rate gain)

Sch D line 19 (Unrecaptured 1250)

Foreign Earned Income Tax Wrk ln 3

Frgn Earn Inc Tax WS ln 2

Frgn Earn Inc Tax WS ln 2

*If the Foreign Earned Inc Tax WS was used to figure tax, enter the amount from line 4 of that worksheet instead of the income tax reported on Form 1040, line 44

Sch J line 2b (Elected net capital gain)

Sch J line 2c (Elected unrecap 1250 gain)

Parent's Election To Report Child's Interest and Dividends8814 (2010)

Form 8814 - Parent's Election to Report Child's Income





Child's SSNChild's nameChild numberTaxpayer/Spouse/Joint (T, S, J)

Interest income

Dividend incomeAlaska Permanent Fund dividends

Child's date of birthChild's SSNChild's nameChild number

Interest income



Interest income



Interest income



Interest income







Child's date of birth

Taxpayer/Spouse/Joint (T, S, J)




Additional Taxes on Qualified Plans5329 (2010)

Form 5329 - Excess Contributions to IRAs

Form 5329 - Excess Contributions to ESAs

Form 5329 - Excess Contributions to Health Accounts

If different from amount calculated on Form 8889:

If different from amount calculated on Form 8853:

SpouseTaxpayer

Enter Part I - Additional Tax on Early Distributions on Screen 1099R-2Enter Part II - Additional Tax on Certain Distributions from Education Accounts on Screen 1099Q

Amended return

2009 excess contributions, Form 5329 line 16Trad IRA contributions less than maximum allowable contribution2010 withdrawals of prior year excess contributionsExcess contributions to traditional IRA

2009 excess contributions to Roth IRA, Form 5329 line 24Roth IRA contributions less than maximum allowable contributionExcess contributions to Roth IRA

2009 excess contributions to ESA, Form 5329 line 32

ESA contributions less than maximum allowable contributionExcess contributions to Education Savings Account

Value of Education Savings Account on 12/31/10

2009 excess contributions to MSA, Form 5329 line 40

MSA contributions less than maximum allowable contribution (Force)Excess contributions to Medical Savings Account (Force)

Value of Medical Savings Account on 12/31/10 (Force)

Excess contributions to Health Savings Account (Force)

Value of Health Savings Account on 12/31/10 (Force)

Print with firm data on form

HSA contributions less than maximum allowable contribution (Force)

2009 excess contributions to HSA, Form 5329 line 48

Part III - Additional Tax on Excess Contributions to Traditional IRAs:

Part IV- Additional Tax on Excess Contributions to Roth IRAs:

Part V- Additional Tax on Excess Contributions to Coverdell ESAs:

Part VI - Additional Tax on Excess Contributions to Archer MSAs:

Part VII - Additional Tax on Excess Contributions to Health Savings Accounts:

Enter Part VIII - Additional Tax on Excess Accumulation in Qualified Retirement Plans on Screen 1099R-2

If different from amount entered on Screen 5498SA:

If different from amount entered on Screen 5498SA:

Earned Income, Dependent Care, Child Tax Credits, and Sch RCr (2010)

Earned Income Credit

Form 2441 - Child and Dependent Care

Child Tax Credit

Schedule R - Credit for the Elderly or Disabled

Answer the following questions for preparer due diligence requirements on Form 8867

Answer the following three questions if the child could be the qualifying child of any other person

Child 1 Child 2

Enter qualifying person information for dependents on Screen 1040

Taxpayer Spouse

Taxpayer Spouse

Pension or annuity from nonqual plan or sec 457 plan included in wages (EIC, CTC and Schedule M)

Adjustment to earned income (For Earned Income Credit calculation only)

Disqualifying investment income (Force)Not qualifying for earned income creditHave IRS figure the credit

Taxpayer (or spouse if MFJ) qualifying person of another? (1 = Yes, 2 = No)

EIC disallowed or reduced for a year after 1996? (1 = Yes, 2 = No)

Taxpayer's (and spouse if MFJ) main home NOT in US for more than half the year? (1 = Yes, 2 = No)

Child's relationship to other person

Could any other person check "Yes" on Form 8867,

Taxpayer's qualifying child based on tie-breaker rules

Provider informationQualifying person information for nondependentsTotal qualified expenses incurred in 2010 (Force)Taxpayer is considered unmarried for Form 2441 purposes (MFS status only)

Forfeitures or carryovers of current year employer provided benefitsEarned income for exclusion, if student, disabled, or MFS (Force)Earned income for credit, if student or disabled (Force)

Not qualifying for child tax credit(s)Adjustment to modified adjusted gross income (For Child Tax Credit calculation only)

Adjustment to taxable earned income (For Child Tax Credit calculation only)

Total social security, Medicare, and Tier 1 taxes paid (Force)

Statement permanent & total disabilityPhysician statement is required

Nontaxable disability/pension income received in 2010Taxable disability income

Date permanently and totally disabled

Elect to include nontaxable combat pay in earned income (T = Taxpayer, S = Spouse, B = Both)

Prior year employer provided benefits used during grace period

Information reasonably obtained in order to complete Form 8867? (1 = Yes, 2 = No)

Information furnished by the taxpayer within the scope of the knowledge requirements? (1 = Yes, 2 = No)

All records and information used to prepare Schedule EIC retained by the preparer? (1 = Yes, 2 = No)

Dependent care benefits from a sole proprietorship

lines 9, 10, 11, and 12 for the child? (1 = Yes, 2 = No)

(1 = Yes, 2 = No, Blank = Don't know)

Child 3

(Do not include amounts already entered in Screen W2, box 11)

8880, 8885, 8396, 8582-CrCr-2 (2010)

Form 8880 - Qualified Retirement Savings Contribution Credit

Form 8885 - Health Coverage Tax Credit

Form 8396 - Mortgage Interest Credit

Form 8582-CR Election to Increase Basis of Credit Property

Form 3800 - General Business Credit

Taxpayer Spouse

Taxpayer Spouse

Full-time studentElective deferrals in current year (Force)Certain retirement distributions received for tax year (including extensions):

Current year (Force)2009 (Enter 0 (zero) if no retirement distributions)

2008 (Enter 0 (zero) if no retirement distributions)

Taxpayer months qualifying for the Health Coverage Tax Credit: AllJan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Spouse months qualifying for the Health Coverage Tax Credit: AllJan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Qualified health insurance paymentsPortion of insurance paid by Archer MSA or HSA

Address (If different from Screen 1040)

City, state, zip code

Interest paid on certified indebtedness amount from Form 1098 (Force)Interest paid on certified indebtedness amount, other (Force)Certificate credit rate (xx.xxx)

Current year credit limit

Mortgage interest credit carryover

Elect the increase in basis of credit property disposedName of activity disposedDescription of credit propertyAmount of unallowed credit that reduced the property's basis

Filing status not MFJ in 2009Filing status not MFJ in 2008

2007 2008 2009

Name of issuer of mortgage credit certificateMortgage credit certificate numberIssue date of certificate


Taxpayer HCTC Advance Payments received for any months not checked above

Spouse HCTC Advance Payments received for any months not checked above

General business credit limited by AMT (If average annual gross receipts exceed $50,000,000)

Residential Energy CreditCr-3 (2010)

Form 5695 - Energy Credit Information

Joint Occupancy

Costs incurred to main home located in the United States? (1 = Yes, 2 = No)

Qualified fuel cell property costs

Qualified solar water heating property costsQualified solar electric property costs

Residential Energy Efficient Property Credit:

Kilowatt capacity of the qualified fuel cell property

Circulating fan costsBoiler costsEnergy-efficient building property costsQualified metal roof costs

Insulation material or system to reduce heat loss or gain costsExterior windows costsExterior doors costs

Attach additional units for married filing joint returns where more than one home was used as a home during the year for the ResidentialEnergy Efficient Property Credit.

Enter amounts in this section if you owned the home jointly with someone or for MFJ returns using FSO processing. Enter the total

Exterior window costs

Residential Energy Efficient Property Credit:Qualified solar electric property costsQualified solar water heating property costs

Qualified fuel cell property costs

amount paid by you and all other owners.

Home office business percentage (Force) (xxx.xx)

Home office unit

T, S, J

Qualified small wind energy property costsQualified geothermal heat pump property costs

Qualified geothermal heat pump property costs

Qualified small wind energy property costs

Nonbusiness Energy Property Credit:

Nonbusiness Energy Property Credit:

Energy-efficient building property costsBoiler costsCirculating fan costs

Insulation material or system to reduce heat loss or gain costs

Exterior doors costsQualified metal roof costs

2009 Form 5695, line 11 credit amount

1040/federal blank input screens (input screens)€¦ · interest, dividends, capital gain and...

Documents