Support CenterHow do I enter the exclusion of Puerto Rico income?
🔍 How do I enter the exclusion of Puerto Rico income?
This guide explains where to enter the taxpayer’s Puerto Rico income exclusion in SureFire.
⚠️ Before You Begin
Before you enter the exclusion amount, please note:
- Do not enter this income on Form 1040.
- You will enter the exclusion amount on the Main Information Sheet in the Taxpayer Information section.
📊 Step-by-Step Guide
Step 1: Enter the exclusion amount in the Main Information Sheet
Use this when you need to enter the Puerto Rico income exclusion amount for the taxpayer.
Enter the amount of income the taxpayer is excluding on the Main Information Sheet, in the Taxpayer Information section of the form.
Step 2: Confirm SureFire applies the exclusion correctly
Use this to understand what happens after you enter the exclusion.
SureFire will use the amount of the exclusion entered on the Main Information Sheet to reduce the standard deduction and certain credits according to IRS instructions.
✅ Success!
Once the exclusion amount is entered on the Main Information Sheet (Taxpayer Information section), SureFire will apply it automatically as required.
📝 Helpful IRS Resources
For more information on excluding Puerto Rico income, see:
- IRS Publication 570, Tax Guide for Individuals with Income from U.S. Possessions
- IRS Publication 1321, Special Instructions for Bona Fide Residents of Puerto Rico who Must File a U.S. Individual Income Tax Return
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: federal,form