Ch. 01 - 1040 Line By Line To Form Flashcards
1
Q
- wages, salaries, tips, etc.
A
W-2
2
Q
2a. Tax-exempt interest
A
1099-INT
3
Q
2b. Taxable interest
A
2099-INT, 1099-OID
4
Q
3a. Qualified dividends
A
1099-DIV
5
Q
3b. Ordinary dividends
A
1099-DIV
6
Q
4a, b. IRA distributions
A
1099-R to
FORM 8606
7
Q
5a,b. Pensions and annuities
A
1099-R
8
Q
6a-c. Social security benefits and lump-sum election method
A
SSA-1099, RRB-1099
9
Q
- Capital Gain (or loss)
A
1099-B, 1099-DIV to
Form 8949, Sch D
10
Q
- Other income from Schedule 1, line 10
A
Schedule 1
Lines 1 - 8
11
Q
- Total Income
A
1040 lines 1 - 8
12
Q
- Adjustments to income from Schedule 1, line 26
A
Schedule 1
Lines 11 - 24
13
Q
- adjusted gross income
A
Line 9 - line 10
Total income - Adjustments to income
14
Q
12a. Standard deduction or itemized deductions
A
Schedule A for itemized deductions
15
Q
- Qualified business income deduction
A
Form 8995, 8995-A
16
Q
- Taxable income
A
??
17
Q
- Tax
A
Form 4972, 8615, and 8814
18
Q
- tax from Schedule 2, line 3
A
Schedule 2
19
Q
- Nonrefundable child tax credit or credit for other dependents
A
Form 8812
20
Q
- Nonrefundable credits from Schedule 3, line 8
A
Schedule 3
21
Q
- Other taxes from Schedule 2, line 21
A
Schedule 2
22
Q
- Total tax
A
1040, lines 16 - 23 added together
23
Q
25a-c. Federal income tax withheld
A
W-2, 1099
24
Q
- 2023 estimated tax payments and 2022 amount applied
A
1040-ES
25
27. Earned income credit
EIC
26
28. Additional child tax credit
8812
27
29. American opportunity credit (AOC)
Form 863
28
31. Other payments and refundable credits from Schedule 3, line 15
Schedule 3
29
33. Total payments
30
34-37. Refund/amount owed
Form 8888
31
38. Estimated tax penalty
Form 2210, 2201-F
