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Entering Puerto Rico exclusion of income

🔍 What This Guide Covers

This article explains how to enter the taxpayer’s Puerto Rico exclusion amount so Sure-Fire can calculate the standard deduction and certain credits correctly.

⚠️ Before You Begin

Have the taxpayer’s Puerto Rico exclusion amount available.

📊 Step-by-Step Guide

Step 1: Enter the exclusion on the Main Information Sheet

Enter the amount of income the taxpayer is excluding on the Main Information Sheet, in the Taxpayer Information section of the form.

Step 2: Avoid entering it on Form 1040

Do not enter this income on Form 1040.

Step 3: Let Sure-Fire apply the IRS rules

Sure-Fire 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.

More information

For more information on excluding Puerto Rico income, see IRS Publication 570 and IRS Publication 1321.

📞 Still Need Help?

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Tags: federal,form