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Guide to Entering 1040 Tax Data (2014)

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📊 Type of Income

• W-2 W-2
• W-2G (Gambling) W-2G
• W-2GU (Guam W-2) W-2GU
• Income from Foreign Employer with no EIN and not reported on W2 FEC (Foreign Employer Compensation)
• K-1 K-1 P/S (Partnership/S Corp) or K-1 E/T (Estates and Trusts)
• 1099-R Form 1099-R
• CSA 1099-R Form 1099-R
• RRB 1099-R Form 1099-R
• Substitute 1099-R (Form 4852) F9 on Payer's ID entry of new, blank 1099-R
• Unemployment compensation, Repayment, Withholding 1099-G
• Tips not on W-2 Form 4137
• Scholarship not on W-2 1040 Wkt 1
• Household Employee income not on W-2 1040 Wkt 1
• 1099-B Stocks, bonds, (box 2) Schedule D or Capital Gain/Loss Worksheet (F9 on Schedule D to open)
• 1099-DIV Dividends Schedule B or Dividend Statement (F9 in Dividend section on Schedule B to open statement)
• 1099-INT Interest Income Schedule B or Interest Statement (F9 on Schedule B to open statement)
• 1099-OID Schedule B: Interest Statement
• 1099-SSA 1040 Wkt 1

📊 1099-Miscellaneous

Link to 1099-Misc from the following lines:

• Rents F9 on Schedule E, line 3
• Royalties F9 on Schedule E, line 4
• Prizes F9 on Form 1040, line 21
• Fish Boat F9 on Sch. C or CEZ, line 1
• Medical Payments F9 on Sch. C or CEZ, line 1
• Non-emp Compensation (If self-employed) F9 on Sch. C or CEZ, line 1
• Non-emp Compensation (If hobby) F9 on Form 1040, line 21 to 1040 Wkt 7 then F9 from line 2
• Substitute Payments F9 on Form 1040, line 21 to 1040 Wkt 7 then F9 from line 2
• Crop Insurance F9 on Sch. F, line 8a
• 1099-MSA Form 8853
• Taxable State Refund F9 on 1040, line 10 for worksheet
• Social Security/RR Tier 1 1040 Wkt 1; carries to 1040 line 20a
• Lump Sum SS/RRT 1040 Wkt 1; F9 for prior year worksheet
• Sale of Home Sch D Wkt 2 (bottom)

📊 Adjustments to Income

• Educator Expenses 1040 Wkt 2
• IRA Contributions IRA Worksheet
• Student Loan Interest Paid 1040 Wkt 2
• Tuition Fees as AGI Deduction 1040 Wkt 2
• Health Savings Acct Contribution/ Distribution Form 8889
• Moving Expense Form 3903
• Self-Emp Tax Calculated by SureFire on Sch. SE
• Self-Emp Health Ins. F9 on Form 1040, line 28 for worksheet
• SE SEP, SIMPLE and Qualified Plans F9 on Form 1040, line 32 for wkt
• Penalty on Early Withdra

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