irs forms and this years tax solver
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Title: AZ State Tax Form 140 - 2023 - EXAMPLE
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FileName1040: tax_form_files/US_1040/US_1040_example_with_f8949_spreadsheet_out.txt { File-name of Federal Return output file. }
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{ Data is collected by scanning Federal return to avoid re-entering it. }
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{ - - - - - - - - -- - - - - - - - - }
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DaytimePhone#: 928-123-4567 { Daytime Phone Number. }
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PriorLastNames: Nee { Last Names used in last 4 prior years, if different. }
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{ --- Filing Status --- }
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L4a_InjuredSpouse: No {Injured Spouse Protection of Joint Overpayment? -- married joint filers only (answer: Yes, No) }
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{ --- Exemptions --- }
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L8 2 { Number of filers age 65+ - you and/or spouse }
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;
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L9 1 { Number of filers blind - you and/or spouse }
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;
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L10a 1 { Number of Dependents under age of 17 - NOTE: some info must be added manually to form for dependents, if any}
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;
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L10b 1 { Number of Dependents age 17 and over - NOTE: some info must be added manually to form for dependents, if any}
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;
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L11a 2 { Number of Qualifying parents and grandparents }
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;
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{ --- Qualifying Parent/Grandparent Exemption Information --- }
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L11_NeedMoreSpace: Yes { Need more space to list? Complete page 4 part 2. (answer: Yes, No) }
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{ --- }
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L11b_PG1_FirstName: Mom { First Parent/Grandparent Exemption's first-name. }
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L11b_PG1_LastName: Mine { First Parent/Grandparent Exemption's last-name. }
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L11b_PG1_SocSec#: 123456789 { First Parent/Grandparent Exemption's Social Security number. }
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L11b_PG1_Relation: mother { First Parent/Grandparent Exemption's relationship. }
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L11b_PG1_Months: 10 { First Parent/Grandparent Exemption's Months lived in home in tax year. }
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L11b_PG1_65Over: Yes { Age 65 or over? (answer: Yes, No) }
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L11b_PG1_DiedTaxYr: No { Died during tax year? (answer: Yes, No) }
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{ --- }
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L11c_PG2_FirstName: Dad { Second Parent/Grandparent Exemption's first-name. }
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L11c_PG2_LastName: Mine { Second Parent/Grandparent Exemption's last-name. }
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L11c_PG2_SocSec#: 098765432 { Second Parent/Grandparent Exemption's Social Security number. }
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L11c_PG2_Relation: father { Second Parent/Grandparent Exemption's relationship. }
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L11c_PG2_Months: 1 { Second Parent/Grandparent Exemption's Months lived in home in tax year. }
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L11c_PG2_65Over: Yes { Age 65 or over? (answer: Yes, No) }
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L11c_PG2_DiedTaxYr: No { Died during tax year? (answer: Yes, No) }
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{ --- Additions --- }
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L13_Filing140SBI: Yes { Are you filing AZ Form 140-SBI? (answer: Yes, No) }
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L13 13 {Small Business Income}
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;
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L15 15 {Non-Arizona municipal interest}
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;
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L16 16 {Partnership Income adjustment}
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;
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L17 17 {Total amount of depreciation deducted on your federal return. }
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;
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{ L18: Other Additions to Income: Review Other Additions to AZ Gross Income schedule, below }
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{
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-------------------------- Other Additions to Arizona Gross Income --------------------------
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Schedule
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Complete and include with your AZ tax return ONLY if you are making any adjustments INCREASING
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your AZ Gross Income. See instructions for more information.
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}
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OA_A 1 {Married Persons Filing Separate Returns}
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;
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OA_B 1 {Arizona Form 141AZ Sched K-1 Fiduciary Adjustment}
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;
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OA_C 2 {Ordinary Income Portion of Lump-Sum Distributions Excluded on Your Federal Return}
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;
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OA_D 3 {Items Previously Deducted for Arizona Purposes}
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;
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OA_E 4 {Claim of Right Adjustment for Amounts Repaid in Tax Year}
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;
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OA_Fa 5 {Claim of Right Adjustment for Amounts Repaid in Prior Taxable years}
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;
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OA_Fb 6 {Adjustment for Net Operating Loss due to Claim of Right}
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;
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OA_Ga 7 {Addition for Expenses Due to Claiming Credit 312. See instructions.}
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;
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OA_Gb 8 {Addition to S Corp Income for Expenses Due to Claiming Pass-Through
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Credit on Form 312. See Instructions.}
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;
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OA_Ha 9 {Adjusted Basis in Property for Which You Have Claimed a Credit for Investment
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in Qualified Small Businesses (Form 338) that was sold or otherwise disposed
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of during the tax year. See instructions.}
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;
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OA_Hb 10 {Adjusted Basis in Property for Which You Have Claimed a Credit for Agricultural
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Pollution Control Equipment (Form 325) that was sold or otherwise disposed
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of during the tax year. See instructions.}
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;
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OA_Hc 11 {Adjusted Basis in Property for Which You Claimed a Credit for Pollution Control
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Equipment (Form 315) Before this Taxable Year that was sold or otherwise disposed
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of during the tax year. See Instructions.}
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;
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OA_I 12 {Nonqualified Withdrawals from 529 College Savings Plans.}
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;
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OA_J 13 {Sole Proprietorship Loss of an Arizona Nonprofit Medical Marijuana Dispensary
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Included in Federal Adjusted Gross Income. Sole Proprietorship loss of an AZ
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dual licensee that has not elected to operate on a for-profit basis must also add
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back the portion of their loss that is from the medical marijuana portion of the
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business that is included in their federal adjusted gross income.}
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;
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OA_K 14 {Federal Net Operating Loss (NOL) Carryforward from Non-AZ Sources Accrued While
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a Nonresident.}
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;
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OA_L 15 {Federal Capital Loss Carryforward Deduction Incurred from Non-AZ Sources prior to
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AZ Residency.}
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;
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OA_M 16 {Americans with Disabilities Act - Access Expenditures.}
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;
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OA_N 17 {Amortization or Depreciation for Child Care Facility before 1990.}
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;
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OA_O 18 {Net Capital Loss Derived From the Exchange of One Kind of Legal Tender for Another
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Kind of Legal Tender: See instructions.}
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;
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OA_P 19 {Entity-level Income Tax Payment. See instructions.}
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;
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OA_Q 20 {Motion Picture Production Costs. See instructions.}
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;
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OA_R 21 {Other Adjustments Related to Tax Credits. See instructions.}
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;
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OA_S 22 {Other Adjustments. See instructions.}
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;
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{ --- Subtractions ---
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See instructions for more information.
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}
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L20 20 {Total Net Capital Gain/Loss from federal return}
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;
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L21 21 {Total Net Short-Term Capital Gain/Loss from federal Schedule D}
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;
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L22 22 {Total Net Long-Term Capital Gain/Loss from federal Schedule D}
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;
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L23 23 {Net Long-Term Capital Gain from Assets Acquired After Dec. 31, 2011 (acq. date must be verifiable)}
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;
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L25 25 {Net Capital Gain from Investment in an Arizona Qualified Small Business}
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;
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L26 26 {Recalculated Arizona Depreciation}
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;
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L27 27 {Partnership Income Adjustment. See instructions.}
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;
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L28 28 {Interest on U.S. Obligations}
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;
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L29a 291 {Exclusion for U.S. Gov't, AZ State or Local Gov't Pensions}
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;
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L29b 292 {Exclusion for Ret'd or Retainer Pay of the Uniformed Services of the U.S.}
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;
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L30 30 {U.S. Social Security Benefits or Railroad Retirement Benefits (federally taxable amt only)}
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;
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L31 31 {Certain Wages of American Indians}
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;
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L32 32 {Pay Rec'd for Active Service as a Mbr. of the Reserves, Nat'l Guard or the U.S. Armed Forces}
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;
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L33 33 {Net Operating Loss Adjustment. See instructions.}
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;
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L34a 341 {Contributions to 529 College Savings Plans}
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;
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L34b 342 {Contributions to 529A (ABLE Accounts)}
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;
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{ --- Exemptions --- }
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{L36: Other Subtractions from Income: Review Other Subtraction from AZ Gross Income schedule, below }
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{
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-------------------------- Other Subtractions to Arizona Gross Income --------------------------
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Schedule
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||||
Complete and include with your AZ tax return ONLY if you are making any adjustments DECREASING
|
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your AZ Gross Income. See instructions for more information.
|
||||
|
||||
}
|
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OS_A 1 {Married Persons Filing Separate Returns}
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;
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OS_B 1 {Arizona Form 141AZ Sched K-1 Fiduciary Adjustment}
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;
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OS_C 2 {Federally Taxable Arizona Municipal Interest as Evidenced by Bonds.}
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;
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OS_D 3 {Adoption Expense.}
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;
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OS_E 4 {Qualified Wood Stove, Wood Fireplace or Gas-Fired Fireplace.}
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;
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OS_F 5 {Claim of Right Adjustment for Amounts Repaid in Taxable Years}
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;
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OS_G 6 {Certain Expenses Not Allowed for Federal Purposes (due to claiming federal tax credits).}
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;
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OS_H 7 {Qualified State Tuition Distributions.}
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;
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OS_I 8 {Installment Sale Income from Another State Taxed by the Other State in a Prior Taxable Year.}
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;
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OS_J 9 {Agricultural Crops Given to Arizona Charitable Organizations.}
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;
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OS_K 10 {Basis Adjustment for Property Sold or Otherwise Displosed of During the Taxable Year.}
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;
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OS_L 11 {Sole Proprietorship Income of an Arizona Nonprofit Medical Marijuana Dispensary Included in
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Federal Adjusted Gross Income. In addition, Sole Proprietorship income of an Arizona
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dual licensee that has NOT ELECTED to operate on a for-profit basis may subtract the
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portion of their federal taxable income that is from the medical marijuana portion of
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the business.}
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;
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OS_M 12 {Long-Term Care Insurance Premiums.}
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;
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OS_N 13 {Americans with Disabilities Act - Access Expenditures.}
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;
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OS_O 14 {Exploration Expensis Deferred before January 1, 1990.}
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;
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OS_P 15 {Sole Proprietorship of an Arizona Marijuana Establishment, Marijuana Testing Facilities and
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dual licensees that operate on a for-profit basis: enter the total amount of ordinary and
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necessary expenses related to the sales of recreational use products reported on Schedule DFE
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(line 16). An LLC that has elected to be treated as a disregarded entity for federal purposes,
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and also elected to operate on a for-profit basis may subtract the total amount of ordinary
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and necessary expenses related to the sales of recreational use products reported on Schedule
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DFE (line 16).}
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;
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OS_Q 16 {S Corporation shareholders of an Arizona Marijuana Establishment, Marijuana Testing Facilities and
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dual licensees that operate on a for-profit basis: enter the amount of your pro-rata share of
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ordinary and necessary expenses related to the sales of recreational use products as shown on
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your 120S Schedule K-1, line 7.}
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;
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OS_R 17 {Net Capital Gain Derived From the Exchange of One Kind of Legal Tender for Another Kind of Legal
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Tender: See instructions.}
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||||
;
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OS_S 18 {Value of Virtual Currency and Non-Fingible Tokens Receieved at Time of Airdrop.} ;
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OS_T 19 {Gas Fees not included in Virtual Currency and Non-Fingible Tokens Basis.} ;
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OS_U 20 {Arizona Families Tax Rebate.} ;
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OS_V 21 {Other Adjustments - see instructions.} ;
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{ --- Other Exemptions: Complete Dependent and Other Exemption Information, Part 3 ---}
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L40e 1 {Total number of qualifying individuals}
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;
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{ --- Balance of Tax }
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L43_Deductions: Standard {Deductions to use? (answer: Itemized, Standard) }
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L43 {Deductions Amount - this will be calculated if 'Standard' is selected}
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;
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{
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-------------- Standard Deductions Increase for Charitable Contributions --------------
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Worksheet
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||||
Complete and include with return, to determine your allowable increased standard deduction
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for charitable contributions. This worksheet may be skipped if itemizing deductions.
|
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}
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SD1C 1 {Tax Year gifts by cash or check}
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;
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SD2C 2 {Tax Year gifts other than by cash or check}
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||||
;
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SD3C 3 {Carryover from prior year}
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;
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SD5C 4 {Total charitable contributions made in Tax Year for which you
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are claiming a credit under AZ law for the current or prior
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tax year}
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||||
;
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{ --- end of Charitable Contributions Worksheet for Standard Deductions --- }
|
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L47 47 {Tax from Recapture of Credits (from Arizona Form 301, Part 2, line 32)}
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||||
;
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L49 49 {Dependent Tax Credit -- see instructions}
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;
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L50 50 {Family income tax credit -- see instructions}
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||||
;
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L51 51 {Nonrefundable Credits (from Arizona Form 301, Part 2, line 64)}
|
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;
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{ --- Total Payments and Refundable Credits --- }
|
||||
L53 53 {Tax Year AZ Income Tax Withheld}
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;
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L54a 541 {Tax Year AZ estimated tax payments}
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||||
;
|
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L54b 542 {Tax Year AZ Claim of Right: Complete & include AZ Claim of Right-Individual form(s)}
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;
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||||
L55 55 {Tax Year AZ extension payment (AZ Form 204) }
|
||||
;
|
||||
L56 56 {Increased Excise Tax Credit}
|
||||
;
|
||||
L57 57 {Property Tax Credit (from AZ Form 140PTC, Page 1, line 15)}
|
||||
;
|
||||
L58_Filing308I: Yes { Are you filing AZ Form 308-I? (answer: Yes, No) }
|
||||
L58_Filing334: Yes { Are you filing AZ Form 334? (answer: Yes, No) }
|
||||
L58_Filing349: Yes { Are you filing AZ Form 349? (answer: Yes, No) }
|
||||
L58 58 {Other Refundable Credits (from AZ forms 308-I and/or 349)}
|
||||
;
|
||||
{ --- Tax Due or Overpayment --- }
|
||||
L62 62 {Amount of overpayment (if any) to be applied to next year's estimated taxes}
|
||||
;
|
||||
{ --- Voluntary Gifts --- }
|
||||
L64 64 {Solutions Teams Assigned to Schools Fund}
|
||||
;
|
||||
L65 65 {Arizona Wildlife Fund}
|
||||
;
|
||||
L66 66 {Child Abuse Prevention Fund}
|
||||
;
|
||||
L67 67 {Domestic Violence Services Fund}
|
||||
;
|
||||
L68 68 {Political Gift (Democratic/Libertarian/Republican only)}
|
||||
;
|
||||
L69 69 {Neighbors Helping Neighbors Fund}
|
||||
;
|
||||
L70 70 {Special Olympics Fund}
|
||||
;
|
||||
L71 71 {Veterans' Donations Fund}
|
||||
;
|
||||
L72 1072 {I Didn't Pay Enough Fund}
|
||||
;
|
||||
L73 73 {Sustainable State Parks and Roads Fund}
|
||||
;
|
||||
L74 74 {Spaying and Neutering of Animals Fund}
|
||||
;
|
||||
L75_PoliticalParty Libertarian {Political Party receiving gift? (answer: none, Democratic, Libertarian, Republican) }
|
||||
{ --- Penalty --- }
|
||||
L76 76 {Estimated Payment Penalty}
|
||||
;
|
||||
L77_1AnnualizedOther: Yes { Annualized/Other? (answer: Yes, No) }
|
||||
L77_2FarmerFisherman: Yes { Farmer or Fisherman? (answer: Yes, No) }
|
||||
L77_Filing221: Yes { Are you filing AZ Form 221? (answer: Yes, No) }
|
||||
{ --- Refund or Amount Owed ---}
|
||||
L79_ForeignAcct: Yes { Will your deposit be ultimately placed in a foreign account? (answer: Yes, No) }
|
||||
@@ -0,0 +1,296 @@
|
||||
Title: AZ State Tax Form 140 - 2023
|
||||
|
||||
FileName1040: tax_form_files/US_1040/US_1040_example_out.txt { File-name of Federal Return output file. }
|
||||
{ Data is collected by scanning Federal return to avoid re-entering it. }
|
||||
{ - - - - - - - - -- - - - - - - - - }
|
||||
DaytimePhone#: 928-123-4567 { Daytime Phone Number. }
|
||||
PriorLastNames: Nee { Last Names used in last 4 prior years, if different. }
|
||||
{ --- Filing Status --- }
|
||||
L4a_InjuredSpouse: No {Injured Spouse Protection of Joint Overpayment? -- married joint filers only (answer: Yes, No) }
|
||||
{ --- Exemptions --- }
|
||||
L8 { Number of filers age 65+ - you and/or spouse }
|
||||
;
|
||||
L9 { Number of filers blind - you and/or spouse }
|
||||
;
|
||||
L10a { Number of Dependents under age of 17 - NOTE: some info must be added manually to form for dependents, if any}
|
||||
;
|
||||
L10b { Number of Dependents age 17 and over - NOTE: some info must be added manually to form for dependents, if any}
|
||||
;
|
||||
L11a { Number of Qualifying parents and grandparents }
|
||||
;
|
||||
{ --- Qualifying Parent/Grandparent Exemption Information --- }
|
||||
L11_NeedMoreSpace: No { Need more space to list? Complete page 4 part 2. (answer: Yes, No) }
|
||||
{ --- }
|
||||
L11b_PG1_FirstName: { First Parent/Grandparent Exemption's first-name. }
|
||||
L11b_PG1_LastName: { First Parent/Grandparent Exemption's last-name. }
|
||||
L11b_PG1_SocSec#: { First Parent/Grandparent Exemption's Social Security number. }
|
||||
L11b_PG1_Relation: { First Parent/Grandparent Exemption's relationship. }
|
||||
L11b_PG1_Months: { First Parent/Grandparent Exemption's Months lived in home in tax year. }
|
||||
L11b_PG1_65Over: No { Age 65 or over? (answer: Yes, No) }
|
||||
L11b_PG1_DiedTaxYr: No { Died during tax year? (answer: Yes, No) }
|
||||
{ --- }
|
||||
L11c_PG2_FirstName: { Second Parent/Grandparent Exemption's first-name. }
|
||||
L11c_PG2_LastName: { Second Parent/Grandparent Exemption's last-name. }
|
||||
L11c_PG2_SocSec#: { Second Parent/Grandparent Exemption's Social Security number. }
|
||||
L11c_PG2_Relation: { Second Parent/Grandparent Exemption's relationship. }
|
||||
L11c_PG2_Months: { Second Parent/Grandparent Exemption's Months lived in home in tax year. }
|
||||
L11c_PG2_65Over: No { Age 65 or over? (answer: Yes, No) }
|
||||
L11c_PG2_DiedTaxYr: No { Died during tax year? (answer: Yes, No) }
|
||||
{ --- Additions --- }
|
||||
L13_Filing140SBI: No { Are you filing AZ Form 140-SBI? (answer: Yes, No) }
|
||||
L13 {Small Business Income}
|
||||
;
|
||||
L15 {Non-Arizona municipal interest}
|
||||
;
|
||||
L16 {Partnership Income adjustment}
|
||||
;
|
||||
L17 {Total amount of depreciation deducted on your federal return. } ;
|
||||
{ L18: Other Additions to Income: Review Other Additions to AZ Gross Income schedule, below }
|
||||
{
|
||||
-------------------------- Other Additions to Arizona Gross Income --------------------------
|
||||
Schedule
|
||||
Complete and include with your AZ tax return ONLY if you are making any adjustments INCREASING
|
||||
your AZ Gross Income. See instructions for more information.
|
||||
|
||||
}
|
||||
OA_A {Married Persons Filing Separate Returns}
|
||||
;
|
||||
OA_B {Arizona Form 141AZ Sched K-1 Fiduciary Adjustment}
|
||||
;
|
||||
OA_C {Ordinary Income Portion of Lump-Sum Distributions Excluded on Your Federal Return}
|
||||
;
|
||||
OA_D {Items Previously Deducted for Arizona Purposes}
|
||||
;
|
||||
OA_E {Claim of Right Adjustment for Amounts Repaid in Tax Year}
|
||||
;
|
||||
OA_Fa {Claim of Right Adjustment for Amounts Repaid in Prior Taxable years}
|
||||
;
|
||||
OA_Fb {Adjustment for Net Operating Loss due to Claim of Right}
|
||||
;
|
||||
OA_Ga {Addition for Expenses Due to Claiming Credit 312. See instructions.}
|
||||
;
|
||||
OA_Gb {Addition to S Corp Income for Expenses Due to Claiming Pass-Through
|
||||
Credit on Form 312. See Instructions.}
|
||||
;
|
||||
OA_Ha {Adjusted Basis in Property for Which You Have Claimed a Credit for Investment
|
||||
in Qualified Small Businesses (Form 338) that was sold or otherwise disposed
|
||||
of during the tax year. See instructions.}
|
||||
;
|
||||
OA_Hb {Adjusted Basis in Property for Which You Have Claimed a Credit for Agricultural
|
||||
Pollution Control Equipment (Form 325) that was sold or otherwise disposed
|
||||
of during the tax year. See instructions.}
|
||||
;
|
||||
OA_Hc {Adjusted Basis in Property for Which You Claimed a Credit for Pollution Control
|
||||
Equipment (Form 315) Before this Taxable Year that was sold or otherwise disposed
|
||||
of during the tax year. See Instructions.}
|
||||
;
|
||||
OA_I {Nonqualified Withdrawals from 529 College Savings Plans.}
|
||||
;
|
||||
OA_J {Sole Proprietorship Loss of an Arizona Nonprofit Medical Marijuana Dispensary
|
||||
Included in Federal Adjusted Gross Income. Sole Proprietorship loss of an AZ
|
||||
dual licensee that has not elected to operate on a for-profit basis must also add
|
||||
back the portion of their loss that is from the medical marijuana portion of the
|
||||
business that is included in their federal adjusted gross income.}
|
||||
;
|
||||
OA_K {Federal Net Operating Loss (NOL) Carryforward from Non-AZ Sources Accrued While
|
||||
a Nonresident.}
|
||||
;
|
||||
OA_L {Federal Capital Loss Carryforward Deduction Incurred from Non-AZ Sources prior to
|
||||
AZ Residency.}
|
||||
;
|
||||
OA_M {Americans with Disabilities Act - Access Expenditures.}
|
||||
;
|
||||
OA_N {Amortization or Depreciation for Child Care Facility before 1990.}
|
||||
;
|
||||
OA_O {Net Capital Loss Derived From the Exchange of One Kind of Legal Tender for Another
|
||||
Kind of Legal Tender: See instructions.}
|
||||
;
|
||||
OA_P {Entity-level Income Tax Payment. See instructions.}
|
||||
;
|
||||
OA_Q {Motion Picture Production Costs. See instructions.}
|
||||
;
|
||||
OA_R {Other Adjustments Related to Tax Credits. See instructions.}
|
||||
;
|
||||
OA_S {Other Adjustments. See instructions.}
|
||||
;
|
||||
{ --- Subtractions ---
|
||||
See instructions for more information.
|
||||
}
|
||||
L20 0 {Total Net Capital Gain/Loss from federal return} ;
|
||||
L21 0 {Total Net Short-Term Capital Gain/Loss from federal Schedule D} ;
|
||||
L22 0 {Total Net Long-Term Capital Gain/Loss from federal Schedule D} ;
|
||||
L23 0 {Net Long-Term Capital Gain from Assets Acquired After Dec. 31, 2011 (acq. date must be verifiable)}
|
||||
;
|
||||
L25 {Net Capital Gain from Investment in an Arizona Qualified Small Business}
|
||||
;
|
||||
L26 {Recalculated Arizona Depreciation}
|
||||
;
|
||||
L27 {Partnership Income Adjustment. See instructions.}
|
||||
;
|
||||
L28 {Interest on U.S. Obligations}
|
||||
;
|
||||
L29a {Exclusion for U.S. Gov't, AZ State or Local Gov't Pensions}
|
||||
;
|
||||
L29b {Exclusion for Ret'd or Retainer Pay of the Uniformed Services of the U.S.}
|
||||
;
|
||||
L30 {U.S. Social Security Benefits or Railroad Retirement Benefits (federally taxable amt only)}
|
||||
;
|
||||
L31 {Certain Wages of American Indians}
|
||||
;
|
||||
L32 {Pay Rec'd for Active Service as a Mbr. of the Reserves, Nat'l Guard or the U.S. Armed Forces}
|
||||
;
|
||||
L33 {Net Operating Loss Adjustment. See instructions.}
|
||||
;
|
||||
L34a {Contributions to 529 College Savings Plans}
|
||||
;
|
||||
L34b {Contributions to 529A (ABLE Accounts)}
|
||||
;
|
||||
{ --- Exemptions --- }
|
||||
{L36: Other Subtractions from Income: Review Other Subtraction from AZ Gross Income schedule, below }
|
||||
{
|
||||
-------------------------- Other Subtractions to Arizona Gross Income --------------------------
|
||||
Schedule
|
||||
Complete and include with your AZ tax return ONLY if you are making any adjustments DECREASING
|
||||
your AZ Gross Income. See instructions for more information.
|
||||
|
||||
}
|
||||
OS_A {Married Persons Filing Separate Returns}
|
||||
;
|
||||
OS_B {Arizona Form 141AZ Sched K-1 Fiduciary Adjustment}
|
||||
;
|
||||
OS_C {Federally Taxable Arizona Municipal Interest as Evidenced by Bonds.}
|
||||
;
|
||||
OS_D {Adoption Expense.}
|
||||
;
|
||||
OS_E {Qualified Wood Stove, Wood Fireplace or Gas-Fired Fireplace.}
|
||||
;
|
||||
OS_F {Claim of Right Adjustment for Amounts Repaid in Taxable Years}
|
||||
;
|
||||
OS_G {Certain Expenses Not Allowed for Federal Purposes (due to claiming federal tax credits).}
|
||||
;
|
||||
OS_H {Qualified State Tuition Distributions.}
|
||||
;
|
||||
OS_I {Installment Sale Income from Another State Taxed by the Other State in a Prior Taxable Year.}
|
||||
;
|
||||
OS_J {Agricultural Crops Given to Arizona Charitable Organizations.}
|
||||
;
|
||||
OS_K {Basis Adjustment for Property Sold or Otherwise Displosed of During the Taxable Year.}
|
||||
;
|
||||
OS_L {Sole Proprietorship Income of an Arizona Nonprofit Medical Marijuana Dispensary Included in
|
||||
Federal Adjusted Gross Income. In addition, Sole Proprietorship income of an Arizona
|
||||
dual licensee that has NOT ELECTED to operate on a for-profit basis may subtract the
|
||||
portion of their federal taxable income that is from the medical marijuana portion of
|
||||
the business.}
|
||||
;
|
||||
OS_M {Long-Term Care Insurance Premiums.}
|
||||
;
|
||||
OS_N {Americans with Disabilities Act - Access Expenditures.}
|
||||
;
|
||||
OS_O {Exploration Expensis Deferred before January 1, 1990.}
|
||||
;
|
||||
OS_P {Sole Proprietorship of an Arizona Marijuana Establishment, Marijuana Testing Facilities and
|
||||
dual licensees that operate on a for-profit basis: enter the total amount of ordinary and
|
||||
necessary expenses related to the sales of recreational use products reported on Schedule DFE
|
||||
(line 16). An LLC that has elected to be treated as a disregarded entity for federal purposes,
|
||||
and also elected to operate on a for-profit basis may subtract the total amount of ordinary
|
||||
and necessary expenses related to the sales of recreational use products reported on Schedule
|
||||
DFE (line 16).}
|
||||
;
|
||||
OS_Q {S Corporation shareholders of an Arizona Marijuana Establishment, Marijuana Testing Facilities and
|
||||
dual licensees that operate on a for-profit basis: enter the amount of your pro-rata share of
|
||||
ordinary and necessary expenses related to the sales of recreational use products as shown on
|
||||
your 120S Schedule K-1, line 7.}
|
||||
;
|
||||
OS_R {Net Capital Gain Derived From the Exchange of One Kind of Legal Tender for Another Kind of Legal
|
||||
Tender: See instructions.}
|
||||
;
|
||||
OS_S {Value of Virtual Currency and Non-Fingible Tokens Receieved at Time of Airdrop.} ;
|
||||
OS_T {Gas Fees not included in Virtual Currency and Non-Fingible Tokens Basis.} ;
|
||||
OS_U {Arizona Families Tax Rebate.} ;
|
||||
OS_V {Other Adjustments - see instructions.} ;
|
||||
|
||||
{ --- Other Exemptions: Complete Dependent and Other Exemption Information, Part 3 ---}
|
||||
L40e {Total number of qualifying individuals}
|
||||
;
|
||||
{ --- Balance of Tax }
|
||||
L43_Deductions: Standard {Deductions to use? (answer: Itemized, Standard) }
|
||||
L43 {Deductions Amount - this will be calculated if 'Standard' is selected}
|
||||
;
|
||||
{
|
||||
-------------- Standard Deductions Increase for Charitable Contributions --------------
|
||||
Worksheet
|
||||
Complete and include with return, to determine your allowable increased standard deduction
|
||||
for charitable contributions. This worksheet may be skipped if itemizing deductions.
|
||||
}
|
||||
SD1C {Tax Year gifts by cash or check}
|
||||
;
|
||||
SD2C {Tax Year gifts other than by cash or check}
|
||||
;
|
||||
SD3C {Carryover from prior year}
|
||||
;
|
||||
SD5C {Total charitable contributions made in Tax Year for which you
|
||||
are claiming a credit under AZ law for the current or prior
|
||||
tax year}
|
||||
;
|
||||
{ --- end of Charitable Contributions Worksheet for Standard Deductions --- }
|
||||
L47 {Tax from Recapture of Credits (from Arizona Form 301, Part 2, line 32)}
|
||||
;
|
||||
L49 {Dependent Tax Credit -- see instructions}
|
||||
;
|
||||
L50 {Family income tax credit -- see instructions}
|
||||
;
|
||||
L51 {Nonrefundable Credits (from Arizona Form 301, Part 2, line 64)}
|
||||
;
|
||||
{ --- Total Payments and Refundable Credits --- }
|
||||
L53 {Tax Year AZ Income Tax Withheld}
|
||||
;
|
||||
L54a {Tax Year AZ estimated tax payments}
|
||||
;
|
||||
L54b {Tax Year AZ Claim of Right: Complete & include AZ Claim of Right-Individual form(s)}
|
||||
;
|
||||
L55 {Tax Year AZ extension payment (AZ Form 204) }
|
||||
;
|
||||
L56 {Increased Excise Tax Credit. See instructions.}
|
||||
;
|
||||
L57 {Property Tax Credit (from AZ Form 140PTC, Page 1, line 15)}
|
||||
;
|
||||
L58_Filing308I: No { Are you filing AZ Form 308-I? (answer: Yes, No) }
|
||||
L58_Filing334: No { Are you filing AZ Form 334? (answer: Yes, No) }
|
||||
L58_Filing349: No { Are you filing AZ Form 349? (answer: Yes, No) }
|
||||
L58 {Other Refundable Credits (from AZ forms 308-I and/or 349)}
|
||||
;
|
||||
{ --- Tax Due or Overpayment --- }
|
||||
L62 {Amount of overpayment (if any) to be applied to next year's estimated taxes}
|
||||
;
|
||||
{ --- Voluntary Gifts --- }
|
||||
L64 {Solutions Teams Assigned to Schools Fund}
|
||||
;
|
||||
L65 {Arizona Wildlife Fund}
|
||||
;
|
||||
L66 {Child Abuse Prevention Fund}
|
||||
;
|
||||
L67 {Domestic Violence Services Fund}
|
||||
;
|
||||
L68 {Political Gift (Democratic/Libertarian/Republican only)}
|
||||
;
|
||||
L69 {Neighbors Helping Neighbors Fund}
|
||||
;
|
||||
L70 {Special Olympics Fund}
|
||||
;
|
||||
L71 {Veterans' Donations Fund}
|
||||
;
|
||||
L72 {I Didn't Pay Enough Fund}
|
||||
;
|
||||
L73 {Sustainable State Parks and Roads Fund}
|
||||
;
|
||||
L74 {Spaying and Neutering of Animals Fund}
|
||||
;
|
||||
L75_PoliticalParty none {Political Party receiving gift? (answer: none, Democratic, Libertarian, Republican) }
|
||||
{ --- Penalty --- }
|
||||
L76 {Estimated Payment Penalty}
|
||||
;
|
||||
L77_1AnnualizedOther: No { Annualized/Other? (answer: Yes, No) }
|
||||
L77_2FarmerFisherman: No { Farmer or Fisherman? (answer: Yes, No) }
|
||||
L77_Filing221: No { Are you filing AZ Form 221? (answer: Yes, No) }
|
||||
{ --- Refund or Amount Owed ---}
|
||||
L79_ForeignAcct: No { Will your deposit be ultimately placed in a foreign account? (answer: Yes, No) }
|
||||
@@ -0,0 +1,246 @@
|
||||
Title: AZ State Tax Form 140 - 2023
|
||||
|
||||
FileName1040: tax_form_files/US_1040/US_1040_example_out.txt { File-name of Federal Return output file. }
|
||||
{ Data is collected by scanning Federal return to avoid re-entering it. }
|
||||
|
||||
{ - - - - - - - - -- - - - - - - - - }
|
||||
|
||||
DaytimePhone#: { Daytime Phone Number. }
|
||||
|
||||
PriorLastNames: { Last Names used in last 4 prior years, if different. }
|
||||
|
||||
{ --- Filing Status --- }
|
||||
L4a_InjuredSpouse: No {Injured Spouse Protection of Joint Overpayment? -- married joint filers only (answer: Yes, No) }
|
||||
|
||||
{ --- Exemptions --- }
|
||||
L8 { Number of filers age 65+ - you and/or spouse } ;
|
||||
L9 { Number of filers blind - you and/or spouse } ;
|
||||
L10a { Number of Dependents under age of 17 - NOTE: some info must be added manually to form for dependents, if any} ;
|
||||
L10b { Number of Dependents age 17 and over - NOTE: some info must be added manually to form for dependents, if any} ;
|
||||
L11a { Number of Qualifying parents and grandparents } ;
|
||||
|
||||
{ --- Qualifying Parent/Grandparent Exemption Information --- }
|
||||
L11_NeedMoreSpace: No { Need more space to list? Complete page 4 part 2. (answer: Yes, No) }
|
||||
{ --- }
|
||||
|
||||
L11b_PG1_FirstName: { First Parent/Grandparent Exemption's first-name. }
|
||||
L11b_PG1_LastName: { First Parent/Grandparent Exemption's last-name. }
|
||||
L11b_PG1_SocSec#: { First Parent/Grandparent Exemption's Social Security number. }
|
||||
L11b_PG1_Relation: { First Parent/Grandparent Exemption's relationship. }
|
||||
L11b_PG1_Months: { First Parent/Grandparent Exemption's Months lived in home in tax year. }
|
||||
L11b_PG1_65Over: No { Age 65 or over? (answer: Yes, No) }
|
||||
L11b_PG1_DiedTaxYr: No { Died during tax year? (answer: Yes, No) }
|
||||
|
||||
{ --- }
|
||||
|
||||
L11c_PG2_FirstName: { Second Parent/Grandparent Exemption's first-name. }
|
||||
L11c_PG2_LastName: { Second Parent/Grandparent Exemption's last-name. }
|
||||
L11c_PG2_SocSec#: { Second Parent/Grandparent Exemption's Social Security number. }
|
||||
L11c_PG2_Relation: { Second Parent/Grandparent Exemption's relationship. }
|
||||
L11c_PG2_Months: { Second Parent/Grandparent Exemption's Months lived in home in tax year. }
|
||||
L11c_PG2_65Over: No { Age 65 or over? (answer: Yes, No) }
|
||||
L11c_PG2_DiedTaxYr: No { Died during tax year? (answer: Yes, No) }
|
||||
|
||||
{ --- Additions --- }
|
||||
|
||||
L13_Filing140SBI: No { Are you filing AZ Form 140-SBI? (answer: Yes, No) }
|
||||
L13 {Small Business Income} ;
|
||||
L15 {Non-Arizona municipal interest} ;
|
||||
L16 {Partnership Income adjustment} ;
|
||||
L17 {Total amount of depreciation deducted on your federal return. } ;
|
||||
{ L18: Other Additions to Income: Review Other Additions to AZ Gross Income schedule, below }
|
||||
|
||||
{
|
||||
-------------------------- Other Additions to Arizona Gross Income --------------------------
|
||||
Schedule
|
||||
Complete and include with your AZ tax return ONLY if you are making any adjustments INCREASING
|
||||
your AZ Gross Income. See instructions for more information.
|
||||
|
||||
}
|
||||
|
||||
OA_A {Married Persons Filing Separate Returns} ;
|
||||
OA_B {Arizona Form 141AZ Sched K-1 Fiduciary Adjustment} ;
|
||||
OA_C {Ordinary Income Portion of Lump-Sum Distributions Excluded on Your Federal Return} ;
|
||||
OA_D {Items Previously Deducted for Arizona Purposes} ;
|
||||
OA_E {Claim of Right Adjustment for Amounts Repaid in Tax Year} ;
|
||||
OA_Fa {Claim of Right Adjustment for Amounts Repaid in Prior Taxable years} ;
|
||||
OA_Fb {Adjustment for Net Operating Loss due to Claim of Right} ;
|
||||
OA_Ga {Addition for Expenses Due to Claiming Credit 312. See instructions.} ;
|
||||
OA_Gb {Addition to S Corp Income for Expenses Due to Claiming Pass-Through
|
||||
Credit on Form 312. See Instructions.} ;
|
||||
OA_Ha {Adjusted Basis in Property for Which You Have Claimed a Credit for Investment
|
||||
in Qualified Small Businesses (Form 338) that was sold or otherwise disposed
|
||||
of during the tax year. See instructions.} ;
|
||||
OA_Hb {Adjusted Basis in Property for Which You Have Claimed a Credit for Agricultural
|
||||
Pollution Control Equipment (Form 325) that was sold or otherwise disposed
|
||||
of during the tax year. See instructions.} ;
|
||||
OA_Hc {Adjusted Basis in Property for Which You Claimed a Credit for Pollution Control
|
||||
Equipment (Form 315) Before this Taxable Year that was sold or otherwise disposed
|
||||
of during the tax year. See Instructions.} ;
|
||||
OA_I {Nonqualified Withdrawals from 529 College Savings Plans.} ;
|
||||
OA_J {Sole Proprietorship Loss of an Arizona Nonprofit Medical Marijuana Dispensary
|
||||
Included in Federal Adjusted Gross Income. Sole Proprietorship loss of an AZ
|
||||
dual licensee that has not elected to operate on a for-profit basis must also add
|
||||
back the portion of their loss that is from the medical marijuana portion of the
|
||||
business that is included in their federal adjusted gross income.} ;
|
||||
OA_K {Federal Net Operating Loss (NOL) Carryforward from Non-AZ Sources Accrued While
|
||||
a Nonresident.} ;
|
||||
OA_L {Federal Capital Loss Carryforward Deduction Incurred from Non-AZ Sources prior to
|
||||
AZ Residency.} ;
|
||||
OA_M {Americans with Disabilities Act - Access Expenditures.} ;
|
||||
OA_N {Amortization or Depreciation for Child Care Facility before 1990.} ;
|
||||
OA_O {Net Capital Loss Derived From the Exchange of One Kind of Legal Tender for Another
|
||||
Kind of Legal Tender: See instructions.} ;
|
||||
OA_P {Entity-level Income Tax Payment. See instructions.} ;
|
||||
OA_Q {Motion Picture Production Costs. See instructions.} ;
|
||||
OA_R {Other Adjustments Related to Tax Credits. See instructions.} ;
|
||||
OA_S {Other Adjustments. See instructions.} ;
|
||||
|
||||
|
||||
{ --- Subtractions ---
|
||||
See instructions for more information.
|
||||
}
|
||||
|
||||
L20 0 {Total Net Capital Gain/Loss from federal return} ;
|
||||
L21 0 {Total Net Short-Term Capital Gain/Loss from federal Schedule D} ;
|
||||
L22 0 {Total Net Long-Term Capital Gain/Loss from federal Schedule D} ;
|
||||
L23 0 {Net Long-Term Capital Gain from Assets Acquired After Dec. 31, 2011 (acq. date must be verifiable)} ;
|
||||
L25 {Net Capital Gain from Investment in an Arizona Qualified Small Business} ;
|
||||
L26 {Recalculated Arizona Depreciation} ;
|
||||
L27 {Partnership Income Adjustment. See instructions.} ;
|
||||
L28 {Interest on U.S. Obligations} ;
|
||||
L29a {Exclusion for U.S. Gov't, AZ State or Local Gov't Pensions} ;
|
||||
L29b {Exclusion for Ret'd or Retainer Pay of the Uniformed Services of the U.S.} ;
|
||||
L30 {U.S. Social Security Benefits or Railroad Retirement Benefits (federally taxable amt only)} ;
|
||||
L31 {Certain Wages of American Indians} ;
|
||||
L32 {Pay Rec'd for Active Service as a Mbr. of the Reserves, Nat'l Guard or the U.S. Armed Forces} ;
|
||||
L33 {Net Operating Loss Adjustment. See instructions.} ;
|
||||
L34a {Contributions to 529 College Savings Plans} ;
|
||||
L34b {Contributions to 529A (ABLE Accounts)} ;
|
||||
|
||||
{ --- Exemptions --- }
|
||||
|
||||
{L36: Other Subtractions from Income: Review Other Subtraction from AZ Gross Income schedule, below }
|
||||
|
||||
{
|
||||
-------------------------- Other Subtractions to Arizona Gross Income --------------------------
|
||||
Schedule
|
||||
Complete and include with your AZ tax return ONLY if you are making any adjustments DECREASING
|
||||
your AZ Gross Income. See instructions for more information.
|
||||
|
||||
}
|
||||
|
||||
OS_A {Married Persons Filing Separate Returns} ;
|
||||
OS_B {Arizona Form 141AZ Sched K-1 Fiduciary Adjustment} ;
|
||||
OS_C {Federally Taxable Arizona Municipal Interest as Evidenced by Bonds.} ;
|
||||
OS_D {Adoption Expense.} ;
|
||||
OS_E {Qualified Wood Stove, Wood Fireplace or Gas-Fired Fireplace.} ;
|
||||
OS_F {Claim of Right Adjustment for Amounts Repaid in Taxable Years} ;
|
||||
OS_G {Certain Expenses Not Allowed for Federal Purposes (due to claiming federal tax credits).} ;
|
||||
OS_H {Qualified State Tuition Distributions.} ;
|
||||
OS_I {Installment Sale Income from Another State Taxed by the Other State in a Prior Taxable Year.} ;
|
||||
OS_J {Agricultural Crops Given to Arizona Charitable Organizations.} ;
|
||||
OS_K {Basis Adjustment for Property Sold or Otherwise Displosed of During the Taxable Year.} ;
|
||||
OS_L {Sole Proprietorship Income of an Arizona Nonprofit Medical Marijuana Dispensary Included in
|
||||
Federal Adjusted Gross Income. In addition, Sole Proprietorship income of an Arizona
|
||||
dual licensee that has NOT ELECTED to operate on a for-profit basis may subtract the
|
||||
portion of their federal taxable income that is from the medical marijuana portion of
|
||||
the business.} ;
|
||||
OS_M {Long-Term Care Insurance Premiums.} ;
|
||||
OS_N {Americans with Disabilities Act - Access Expenditures.} ;
|
||||
OS_O {Exploration Expensis Deferred before January 1, 1990.} ;
|
||||
OS_P {Sole Proprietorship of an Arizona Marijuana Establishment, Marijuana Testing Facilities and
|
||||
dual licensees that operate on a for-profit basis: enter the total amount of ordinary and
|
||||
necessary expenses related to the sales of recreational use products reported on Schedule DFE
|
||||
(line 16). An LLC that has elected to be treated as a disregarded entity for federal purposes,
|
||||
and also elected to operate on a for-profit basis may subtract the total amount of ordinary
|
||||
and necessary expenses related to the sales of recreational use products reported on Schedule
|
||||
DFE (line 16).} ;
|
||||
OS_Q {S Corporation shareholders of an Arizona Marijuana Establishment, Marijuana Testing Facilities and
|
||||
dual licensees that operate on a for-profit basis: enter the amount of your pro-rata share of
|
||||
ordinary and necessary expenses related to the sales of recreational use products as shown on
|
||||
your 120S Schedule K-1, line 7.} ;
|
||||
OS_R {Net Capital Gain Derived From the Exchange of One Kind of Legal Tender for Another Kind of Legal
|
||||
Tender: See instructions.} ;
|
||||
OS_S {Value of Virtual Currency and Non-Fingible Tokens Receieved at Time of Airdrop.} ;
|
||||
OS_T {Gas Fees not included in Virtual Currency and Non-Fingible Tokens Basis.} ;
|
||||
OS_U {Arizona Families Tax Rebate.} ;
|
||||
OS_V {Other Adjustments - see instructions.} ;
|
||||
|
||||
{ --- Other Exemptions: Complete Dependent and Other Exemption Information, Part 3 ---}
|
||||
L40e {Total number of qualifying individuals} ;
|
||||
|
||||
{ --- Balance of Tax }
|
||||
|
||||
L43_Deductions: Standard {Deductions to use? (answer: Itemized, Standard) }
|
||||
L43 {Deductions Amount - this will be calculated if 'Standard' is selected} ;
|
||||
|
||||
{
|
||||
-------------- Standard Deductions Increase for Charitable Contributions --------------
|
||||
Worksheet
|
||||
Complete and include with return, to determine your allowable increased standard deduction
|
||||
for charitable contributions. This worksheet may be skipped if itemizing deductions.
|
||||
}
|
||||
|
||||
SD1C {Tax Year gifts by cash or check} ;
|
||||
SD2C {Tax Year gifts other than by cash or check} ;
|
||||
SD3C {Carryover from prior year} ;
|
||||
|
||||
SD5C {Total charitable contributions made in Tax Year for which you
|
||||
are claiming a credit under AZ law for the current or prior
|
||||
tax year} ;
|
||||
|
||||
{ --- end of Charitable Contributions Worksheet for Standard Deductions --- }
|
||||
|
||||
L47 {Tax from Recapture of Credits (from Arizona Form 301, Part 2, line 32)} ;
|
||||
L49 {Dependent Tax Credit -- see instructions} ;
|
||||
L50 {Family income tax credit -- see instructions} ;
|
||||
L51 {Nonrefundable Credits (from Arizona Form 301, Part 2, line 64)} ;
|
||||
|
||||
{ --- Total Payments and Refundable Credits --- }
|
||||
|
||||
L53 {Tax Year AZ Income Tax Withheld} ;
|
||||
L54a {Tax Year AZ estimated tax payments} ;
|
||||
L54b {Tax Year AZ Claim of Right: Complete & include AZ Claim of Right-Individual form(s)} ;
|
||||
L55 {Tax Year AZ extension payment (AZ Form 204) } ;
|
||||
L56 {Increased Excise Tax Credit. See instructions.} ;
|
||||
L57 {Property Tax Credit (from AZ Form 140PTC, Page 1, line 15)} ;
|
||||
L58_Filing308I: No { Are you filing AZ Form 308-I? (answer: Yes, No) }
|
||||
L58_Filing334: No { Are you filing AZ Form 334? (answer: Yes, No) }
|
||||
L58_Filing349: No { Are you filing AZ Form 349? (answer: Yes, No) }
|
||||
L58 {Other Refundable Credits (from AZ forms 308-I and/or 349)} ;
|
||||
|
||||
{ --- Tax Due or Overpayment --- }
|
||||
|
||||
L62 {Amount of overpayment (if any) to be applied to next year's estimated taxes} ;
|
||||
|
||||
{ --- Voluntary Gifts --- }
|
||||
|
||||
L64 {Solutions Teams Assigned to Schools Fund} ;
|
||||
L65 {Arizona Wildlife Fund} ;
|
||||
L66 {Child Abuse Prevention Fund} ;
|
||||
L67 {Domestic Violence Services Fund} ;
|
||||
L68 {Political Gift (Democratic/Libertarian/Republican only)} ;
|
||||
L69 {Neighbors Helping Neighbors Fund} ;
|
||||
L70 {Special Olympics Fund} ;
|
||||
L71 {Veterans' Donations Fund} ;
|
||||
L72 {I Didn't Pay Enough Fund} ;
|
||||
L73 {Sustainable State Parks and Roads Fund} ;
|
||||
L74 {Spaying and Neutering of Animals Fund} ;
|
||||
L75_PoliticalParty none {Political Party receiving gift? (answer: none, Democratic, Libertarian, Republican) }
|
||||
|
||||
{ --- Penalty --- }
|
||||
|
||||
L76 {Estimated Payment Penalty} ;
|
||||
L77_1AnnualizedOther: No { Annualized/Other? (answer: Yes, No) }
|
||||
L77_2FarmerFisherman: No { Farmer or Fisherman? (answer: Yes, No) }
|
||||
L77_Filing221: No { Are you filing AZ Form 221? (answer: Yes, No) }
|
||||
|
||||
{ --- Refund or Amount Owed ---}
|
||||
|
||||
L79_ForeignAcct: No { Will your deposit be ultimately placed in a foreign account? (answer: Yes, No) }
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
@@ -0,0 +1,22 @@
|
||||
Open Tax Solver - AZ Form 140 - Resident Personal Income Tax Return
|
||||
-------------------------------------------------------------------
|
||||
|
||||
Included here is a program, template, and example for
|
||||
AZ Form 140.
|
||||
|
||||
The example*.txt file is included for testing.
|
||||
The template*.txt file is a blank starting form for entering
|
||||
your tax data. Copy template to a new name,
|
||||
such as "AZ_140_2023.txt" and fill-in the lines.
|
||||
|
||||
Run (substituting your new file name for "AZ_140.txt"):
|
||||
../../bin/taxsolve_AZ_1040 AZ_140.txt
|
||||
|
||||
|
||||
For updates and further information, see:
|
||||
http://sourceforge.net/projects/opentaxsolver/
|
||||
Documentation:
|
||||
http://opentaxsolver.sourceforge.net/
|
||||
|
||||
|
||||
Contributed by E. Strnod
|
||||
@@ -0,0 +1,180 @@
|
||||
Title: CA State Tax Form 540 - 2024 -- Example
|
||||
|
||||
{ --- Example --- }
|
||||
|
||||
FileName tax_form_files/US_1040/US_1040_example_out.txt { File-name of Federal Return output file. }
|
||||
{ Data is collected by scanning Federal return to avoid re-entering it. }
|
||||
|
||||
CountyName: San Bernardino { Name of your County at time of filing. }
|
||||
CkSameAddress: Yes { Same residence address at time of filing ? (answer: Yes, No ) }
|
||||
|
||||
{--Exemptions--}
|
||||
L6 no { Are you a dependent? (answer: Yes, No) }
|
||||
L8 0 { Blind? (answer: 0, 1, 2) - Enter 0 if not blind, 1 if you or spouse, 2 if both. }
|
||||
L9 1 { Over 65? (answer: 0, 1, 2) - Enter 1 if you or spouse over 65, 2 if both over 65,
|
||||
0 if neither}
|
||||
L10 1 { Number or dependents - (answer: 0, 1, 2, 3, 4, ...).
|
||||
(Do not include yourself or spouse)}
|
||||
|
||||
{--Taxable Income--}
|
||||
L12 29,812.34 { State Wages (List all W2's box 16). }
|
||||
21,609.09 ;
|
||||
|
||||
{--California Adjustments--}
|
||||
{ - Section A - }
|
||||
CA540_Subtr_A1a 1 ; { Subtractions for W-2 box 1 Wages }
|
||||
CA540_Addit_A1a 2 ; { Additions for W-2 box 1 Wages }
|
||||
|
||||
CA540_Subtr_A1b 3 ; { Subtractions for household employee Wages, not on W-2 }
|
||||
CA540_Addit_A1b 4 ; { Additions for household employee Wages, not on W-2 }
|
||||
|
||||
CA540_Subtr_A1c 5 ; { Subtractions for Tip income not reported on A1a above }
|
||||
CA540_Addit_A1c 6 ; { Additions for Tip income not reported on A1a above }
|
||||
|
||||
CA540_Subtr_A1d 7 ; { Subtractions Medicaid waiver payments not on W-2 }
|
||||
CA540_Addit_A1d 8 ; { Additions for Medicaid waiver payments not on W-2 }
|
||||
|
||||
CA540_Subtr_A1e 9 ; { Subtractions Taxable dependent care benefits }
|
||||
CA540_Addit_A1e 10 ; { Additions for Taxable dependent care benefits }
|
||||
|
||||
CA540_Subtr_A1f 11 ; { Subtractions Employer-provided adoption benefits }
|
||||
CA540_Addit_A1f 12 ; { Additions for Employer-provided adoption benefits }
|
||||
|
||||
CA540_Subtr_A1g 13 ; { Subtractions Wages from Fed Form 8919 line 6 }
|
||||
CA540_Addit_A1g 14 ; { Additions for Wages from Fed Form 8919 line 6 }
|
||||
|
||||
CA540_Subtr_A1h 15 ; { Subtractions Other earned income }
|
||||
CA540_Addit_A1h 16 ; { Additions for Other earned income }
|
||||
|
||||
CA540_Addit_A1i 17 ; { Additions for Nontaxable combat pay election }
|
||||
|
||||
CA540_Subtr_A2 22 ; { Subtractions for Taxable interest }
|
||||
CA540_Addit_A2 2 ; { Additions for Taxable interest }
|
||||
CA540_Subtr_A3 33 ; { Subtractions for Ordinary dividends. }
|
||||
CA540_Addit_A3 3 ; { Additions for Ordinary dividends. }
|
||||
CA540_Subtr_A4 44 ; { Subtractions for IRAs. }
|
||||
CA540_Addit_A4 4 ; { Additions for IRAs. }
|
||||
CA540_Subtr_A5 55 ; { Subtractions for pensions and annuities. }
|
||||
CA540_Addit_A5 5 ; { Additions for pensions and annuities. }
|
||||
CA540_Subtr_A7 77 ; { Subtractions for Capital gain or loss. }
|
||||
CA540_Addit_A7 7 ; { Additions for Capital gain or loss. }
|
||||
{ - Section B - }
|
||||
CA540_Subtr_B1 1 ; { Subtractions for Taxable refunds, credits, ... }
|
||||
CA540_Addit_B2 2 ; { Additions for Alimony received }
|
||||
CA540_Subtr_B3 2300 ; { Subtractions for Business income or loss }
|
||||
CA540_Addit_B3 3 ; { Additions for Business income or loss }
|
||||
CA540_Subtr_B4 4 ; { Subtractions for Other gains or losses }
|
||||
CA540_Addit_B4 5 ; { Additions for Other gains }
|
||||
CA540_Subtr_B5 6 ; { Subtractions for Rental real estate, royalties, partnerships}
|
||||
CA540_Addit_B5 7 ; { Additions for Rental real estate, royalties, partnerships }
|
||||
CA540_Subtr_B6 8 ; { Subtractions for Farm income }
|
||||
CA540_Addit_B6 9 ; { Additions for Farm income }
|
||||
CA540_Subtr_B7 10 ; { Subtractions for Unemployment compensation }
|
||||
CA540_Addit_B8a 11 ; { Additions for Federal net operating loss }
|
||||
CA540_Subtr_B8b 12 ; { Subtractions for Gambling income }
|
||||
CA540_Subtr_B8c 31 ; { Subtractions for Cancellation of debt }
|
||||
CA540_Addit_B8c 13 ; { Additions for Cancellation of debt }
|
||||
CA540_Addit_B8d 14 ; { Additions for Foreign earned income exclusion }
|
||||
CA540_Addit_B8e 15 ; { Additions for Taxable Health Savings Account distribution }
|
||||
CA540_Subtr_B8f 51 ; { Subtractions for Income from Form 8889 }
|
||||
CA540_Addit_B8k 52 ; { Additions for stock options }
|
||||
CA540_Subtr_B8n 16 ; { Subtractions for IRC Section 951(a) inclusion }
|
||||
CA540_Subtr_B8o 17 ; { Subtractions for IRC Section 951A(a) inclusion }
|
||||
CA540_Subtr_B8p 18 ; { Subtractins for RC Section 461(l) excess business loss adjustment }
|
||||
CA540_Addit_B8p 180 ; { Additions for RC Section 461(l) excess business loss adjustment }
|
||||
CA540_Subtr_B8v 19 ; { Subtractions for Digital assets received as ordinary income }
|
||||
CA540_Addit_B8v 20 ; { Additions for Digital assets received as ordinary income }
|
||||
CA540_Subtr_B8z 21 ; { Subtractions for Other income. }
|
||||
CA540_Addit_B8z 22 ; { Additions for Other income. }
|
||||
|
||||
{ - Section C - }
|
||||
CA540_Subtr_C11 19 ; { Subtractions for Educator expenses }
|
||||
CA540_Subtr_C12 20 ; { Subtractions for Certain business expenses }
|
||||
CA540_Addit_C12 21 ; { Additions for Certain business expenses }
|
||||
CA540_Subtr_C13 21 ; { Subtractions for Health savings account }
|
||||
CA540_Addit_C14 23 ; { Additions for Moving Expenses }
|
||||
CA540_Subtr_C15 3.33 ; { Subtractions for Deductible part of self-employment tax. }
|
||||
CA540_Subtr_C17 2.22 ; { Subtractions for Self-employed health insurance deduction. }
|
||||
CA540_Addit_C19 24 ; { Additions for Alimony paid }
|
||||
CA540_AlimonyRecipName: Morgan { Alimony Receipient's Last name }
|
||||
CA540_Subtr_C20 25 ; { Subtractions for IRA deduction }
|
||||
CA540_Addit_C20 25 ; { Additions for IRA deduction }
|
||||
CA540_Addit_C21 26 ; { Additions for Student loan interest }
|
||||
CA540_Subtr_C24b 27 ; { Subtractions for Deductible expenses from rental personal property }
|
||||
CA540_Addit_C24b 28 ; { Additions for Deductible expenses from the rental of personal property }
|
||||
CA540_Subtr_C24c 29 ; { Subtractions for Nontaxable Olympic, Paralympic medals & USOC prize money }
|
||||
CA540_Subtr_C24d 30 ; { Subtractions for Reforestation amortization and expenses }
|
||||
CA540_Subtr_C24f 31 ; { Subtractions for Contributions to IRC 501(c)(18)(D) pension plans }
|
||||
CA540_Addit_C24f 32 ; { Additions for Contributions to IRC 501(c)(18)(D) pension plans }
|
||||
CA540_Subtr_C24g 33 ; { Subtractions for Contributions by certain chaplains to IRC 403(b) plans }
|
||||
CA540_Addit_C24g 34 ; { Additions for Contributions by certain chaplains to IRC 403(b) plans }
|
||||
CA540_Subtr_C24i 35 ; { Subtractions for fees paid for information to detect tax violations }
|
||||
CA540_Subtr_C24j 36 ; { Subtractions for Housing deduction from federal Form 2555 }
|
||||
CA540_Subtr_C24k 37 ; { Subtractions for Excess deductions IRC Section 67(e) expenses }
|
||||
CA540_Subtr_C24z 38 ; { Subtractions for Other adjustments. }
|
||||
CA540_Addit_C24z 39 ; { Additions for Other adjustments. }
|
||||
|
||||
|
||||
{--Part-II of California Adjustments--}
|
||||
CA540_P2_Add_4 4 ; { Subtractions for Medical and Dental Expenses }
|
||||
CA540_P2_Sub_5a 27 ; { Subtractions for State and local income tax or general sales taxes }
|
||||
CA540_P2_Sub_6 28 ; { Subtractions for Other taxes }
|
||||
CA540_P2_Add_6 29 ; { Additions for Other taxes }
|
||||
CA540_P2_Add_8a 30 ; { Additions for home mortgage interest & points reported on Form 1098 }
|
||||
CA540_P2_Add_8b 31 ; { Additions for home mortgage interest not reported on Form 1098 }
|
||||
CA540_P2_Add_8c 32 ; { Additions for points not reported on Form 1098 }
|
||||
CA540_P2_Sub_9 34 ; { Subtractions for investment interest }
|
||||
CA540_P2_Add_9 35 ; { Additions for investment interest }
|
||||
CA540_P2_Sub_11 36 ; { Subtractions for Gifts by cash or check }
|
||||
CA540_P2_Add_11 37 ; { Additions for Gifts by cash or check }
|
||||
CA540_P2_Sub_12 38 ; { Subtractions for Gifts other than by cash or check }
|
||||
CA540_P2_Add_12 39 ; { Additions for Gifts other than by cash or check }
|
||||
CA540_P2_Sub_13 40 ; { Subtractions for Carryover from prior year }
|
||||
CA540_P2_Add_13 41 ; { Additions for Carryover from prior year }
|
||||
CA540_P2_Sub_15 42 ; { Subtractions for Casualty or theft loss(es) }
|
||||
CA540_P2_Add_15 43 ; { Additions for Casualty or theft loss(es) }
|
||||
CA540_P2_Sub_16 44 ; { Subtractions for Other-from list in federal instructions }
|
||||
CA540_P2_Add_16 45 ; { Additions for Other-from list in federal instructions }
|
||||
CA540_P2_19 46 ; { Unreimbursed employee expenses }
|
||||
CA540_P2_20 47 ; { Tax preparation fees }
|
||||
CA540_P2_21 48 ; { Other expenses - investment, safe deposit box, etc. }
|
||||
|
||||
{--Tax Section--}
|
||||
L34 49 ; { Taxes on distributions (sched G-1 or form FTB 5870A), else 0. }
|
||||
|
||||
{--Special Credits--}
|
||||
L40 50 ; { Nonrefundable Child + Dependent Care Expenses Credit (pg 11). }
|
||||
L43 51 ; { Special credit, else enter 0 }
|
||||
L44 52 ; { Special credit, else enter 0 }
|
||||
L45 53 ; { More then two credits (pg 12), else enter 0 }
|
||||
L46 54 ; { Nonrefundable renter's credit (pg 12), else 0 }
|
||||
|
||||
{--Other Taxes--}
|
||||
L61 55 ; { Alternative minimum tax Sched P (540), else 0 }
|
||||
L62 56 ; { Mental Health Services Tax. (Instructions pg 13) }
|
||||
L63 57 ; { Other taxes/credit recapture (pg 13), else 0 }
|
||||
|
||||
{--Payments--}
|
||||
L71 1,119.20 ; { CA state income tax withheld. }
|
||||
L72 67.21 ; { Estimated tax paid (pg 13). }
|
||||
L73 59 ; { Realestate withholing (forms 592-B, 594, 597) (see pg 13). }
|
||||
L75 61 ; { Earned Income Tax Credit (EITC). }
|
||||
L76 62 ; { Young Child Tax Credit (YCTC). }
|
||||
L77 32.10 ; { Net Premium Assistance Subsidy (PAS). }
|
||||
|
||||
L91 50.00 ; { Use Tax. }
|
||||
CkPayedUseTaxCDTFA ; { Answer Yes if Use Tax was paid directly to CDTFA. (answer: Yes, No) }
|
||||
CkFYHealthCoverage ; { You and your household had full-year health care coverage. (answer: Yes, No) }
|
||||
L92 40.00 ; { Individual Shared Responsibility (ISR) Penalty. }
|
||||
L98 63 ; { Amount of refund you want applied to 2024 estimated teaxes. }
|
||||
|
||||
L112 64 ; { Interest, late penalties. }
|
||||
L113 65 ; { Underpayment of estimated tax penalty. (FTB 5805) }
|
||||
|
||||
{ -------------------------------------------- }
|
||||
{ --- Optional info for Auto-Fillout only. --- }
|
||||
YourDOB: 11/3/1978
|
||||
SpouseDOB: 2/8/1975
|
||||
|
||||
WantHealthInfo No { Do you want information about low-cost health coverage ? (answer: Yes, No) }
|
||||
Discuss No { Do you want to allow another person to discuss this return ? (answer: Yes, No) }
|
||||
@@ -0,0 +1,182 @@
|
||||
Title: CA State Tax Form 540 - 2024
|
||||
|
||||
{ Data is collected by scanning Federal Return results to avoid re-entering data. }
|
||||
|
||||
FileName tax_form_files/US_1040/fed_out.txt { File-name of Federal Return output file. }
|
||||
|
||||
CountyName: { Name of your County at time of filing. }
|
||||
CkSameAddress: Yes { Same residence address at time of filing ? (answer: Yes, No ) }
|
||||
|
||||
|
||||
{--Exemptions--}
|
||||
L6 no { Are you a dependent? (answer: Yes, No) }
|
||||
L8 0 { Blind? (answer: 0, 1, 2) - Enter 0 if not blind, 1 if you or spouse, 2 if both. }
|
||||
L9 0 { Over 65? (answer: 0, 1, 2) - Enter 1 if you or spouse over 65, 2 if both over 65,
|
||||
0 if neither}
|
||||
L10 0 { Number or dependents - (answer: 0, 1, 2, 3, 4, ...).
|
||||
(Do not include yourself or spouse) }
|
||||
|
||||
{--Taxable Income--}
|
||||
L12 { State Wages (List all W2's box 16). }
|
||||
;
|
||||
{--Part-I of California Adjustments--}
|
||||
{ - Section A - }
|
||||
CA540_Subtr_A1a ; { Subtractions for W-2 box 1 Wages }
|
||||
CA540_Addit_A1a ; { Additions for W-2 box 1 Wages }
|
||||
|
||||
CA540_Subtr_A1b ; { Subtractions for household employee Wages, not on W-2 }
|
||||
CA540_Addit_A1b ; { Additions for household employee Wages, not on W-2 }
|
||||
|
||||
CA540_Subtr_A1c ; { Subtractions for Tip income not reported on A1a above }
|
||||
CA540_Addit_A1c ; { Additions for Tip income not reported on A1a above }
|
||||
|
||||
CA540_Subtr_A1d ; { Subtractions Medicaid waiver payments not on W-2 }
|
||||
CA540_Addit_A1d ; { Additions for Medicaid waiver payments not on W-2 }
|
||||
|
||||
CA540_Subtr_A1e ; { Subtractions Taxable dependent care benefits }
|
||||
CA540_Addit_A1e ; { Additions for Taxable dependent care benefits }
|
||||
|
||||
CA540_Subtr_A1f ; { Subtractions Employer-provided adoption benefits }
|
||||
CA540_Addit_A1f ; { Additions for Employer-provided adoption benefits }
|
||||
|
||||
CA540_Subtr_A1g ; { Subtractions Wages from Fed Form 8919 line 6 }
|
||||
CA540_Addit_A1g ; { Additions for Wages from Fed Form 8919 line 6 }
|
||||
|
||||
CA540_Subtr_A1h ; { Subtractions Other earned income }
|
||||
CA540_Addit_A1h ; { Additions for Other earned income }
|
||||
|
||||
CA540_Addit_A1i ; { Additions for Nontaxable combat pay election }
|
||||
|
||||
CA540_Subtr_A2 ; { Subtractions for Taxable interest }
|
||||
CA540_Addit_A2 ; { Additions for Taxable interest }
|
||||
CA540_Subtr_A3 ; { Subtractions for Ordinary dividends. }
|
||||
CA540_Addit_A3 ; { Additions for Ordinary dividends. }
|
||||
CA540_Subtr_A4 ; { Subtractions for IRAs. }
|
||||
CA540_Addit_A4 ; { Additions for IRAs. }
|
||||
CA540_Subtr_A5 ; { Subtractions for pensions and annuities. }
|
||||
CA540_Addit_A5 ; { Additions for pensions and annuities. }
|
||||
CA540_Subtr_A7 ; { Subtractions for Capital gain or loss. }
|
||||
CA540_Addit_A7 ; { Additions for Capital gain or loss. }
|
||||
{ - Section B - }
|
||||
CA540_Subtr_B1 ; { Subtractions for Taxable refunds, credits, ... }
|
||||
CA540_Addit_B2 ; { Additions for Alimony received }
|
||||
CA540_Subtr_B3 ; { Subtractions for Business income or loss }
|
||||
CA540_Addit_B3 ; { Additions for Business income or loss }
|
||||
CA540_Subtr_B4 ; { Subtractions for Other gains or losses }
|
||||
CA540_Addit_B4 ; { Additions for Other gains }
|
||||
CA540_Subtr_B5 ; { Subtractions for Rental real estate, royalties, partnerships}
|
||||
CA540_Addit_B5 ; { Additions for Rental real estate, royalties, partnerships }
|
||||
CA540_Subtr_B6 ; { Subtractions for Farm income }
|
||||
CA540_Addit_B6 ; { Additions for Farm income }
|
||||
CA540_Subtr_B7 ; { Subtractions for Unemployment compensation }
|
||||
CA540_Addit_B8a ; { Additions for Federal net operating loss }
|
||||
CA540_Subtr_B8b ; { Subtractions for Gambling income }
|
||||
CA540_Subtr_B8c ; { Subtractions for Cancellation of debt }
|
||||
CA540_Addit_B8c ; { Additions for Cancellation of debt }
|
||||
CA540_Addit_B8d ; { Additions for Foreign earned income exclusion }
|
||||
CA540_Addit_B8e ; { Additions for Taxable Health Savings Account distribution }
|
||||
CA540_Subtr_B8f ; { Subtractions for Income from Form 8889 }
|
||||
CA540_Addit_B8k ; { Additions for stock options }
|
||||
CA540_Subtr_B8n ; { Subtractions for IRC Section 951(a) inclusion }
|
||||
CA540_Subtr_B8o ; { Subtractions for IRC Section 951A(a) inclusion }
|
||||
CA540_Subtr_B8p ; { Subtractins for RC Section 461(l) excess business loss adjustment }
|
||||
CA540_Addit_B8p ; { Additions for RC Section 461(l) excess business loss adjustment }
|
||||
CA540_Subtr_B8v ; { Subtractions for Digital assets received as ordinary income }
|
||||
CA540_Addit_B8v ; { Additions for Digital assets received as ordinary income }
|
||||
CA540_Subtr_B8z ; { Subtractions for Other income. }
|
||||
CA540_Addit_B8z ; { Additions for Other income. }
|
||||
|
||||
{ - Section C - }
|
||||
CA540_Subtr_C11 ; { Subtractions for Educator expenses }
|
||||
CA540_Subtr_C12 ; { Subtractions for Certain business expenses }
|
||||
CA540_Addit_C12 ; { Additions for Certain business expenses }
|
||||
CA540_Subtr_C13 ; { Subtractions for Health savings account }
|
||||
CA540_Addit_C14 ; { Additions for Moving Expenses }
|
||||
CA540_Subtr_C15 ; { Subtractions for Deductible part of self-employment tax. }
|
||||
CA540_Subtr_C17 ; { Subtractions for Self-employed health insurance deduction. }
|
||||
CA540_Addit_C19 ; { Additions for Alimony paid }
|
||||
CA540_AlimonyRecipName: { Alimony Receipient's Last name }
|
||||
CA540_Subtr_C20 ; { Subtractions for IRA deduction }
|
||||
CA540_Addit_C20 ; { Additions for IRA deduction }
|
||||
CA540_Addit_C21 ; { Additions for Student loan interest }
|
||||
CA540_Subtr_C24b ; { Subtractions for Deductible expenses from rental personal property }
|
||||
CA540_Addit_C24b ; { Additions for Deductible expenses from the rental of personal property }
|
||||
CA540_Subtr_C24c ; { Subtractions for Nontaxable Olympic, Paralympic medals & USOC prize money }
|
||||
CA540_Subtr_C24d ; { Subtractions for Reforestation amortization and expenses }
|
||||
CA540_Subtr_C24f ; { Subtractions for Contributions to IRC 501(c)(18)(D) pension plans }
|
||||
CA540_Addit_C24f ; { Additions for Contributions to IRC 501(c)(18)(D) pension plans }
|
||||
CA540_Subtr_C24g ; { Subtractions for Contributions by certain chaplains to IRC 403(b) plans }
|
||||
CA540_Addit_C24g ; { Additions for Contributions by certain chaplains to IRC 403(b) plans }
|
||||
CA540_Subtr_C24i ; { Subtractions for fees paid for information to detect tax violations }
|
||||
CA540_Subtr_C24j ; { Subtractions for Housing deduction from federal Form 2555 }
|
||||
CA540_Subtr_C24k ; { Subtractions for Excess deductions IRC Section 67(e) expenses }
|
||||
CA540_Subtr_C24z ; { Subtractions for Other adjustments. }
|
||||
CA540_Addit_C24z ; { Additions for Other adjustments. }
|
||||
|
||||
{--Part-II of California Adjustments--}
|
||||
CA540_P2_Add_4 ; { Subtractions for Medical and Dental Expenses }
|
||||
CA540_P2_Sub_5a ; { Subtractions for State and local income tax or general sales taxes }
|
||||
CA540_P2_Sub_6 ; { Subtractions for Other taxes }
|
||||
CA540_P2_Add_6 ; { Additions for Other taxes }
|
||||
CA540_P2_Add_8a ; { Additions for home mortgage interest & points reported on Form 1098 }
|
||||
CA540_P2_Add_8b ; { Additions for home mortgage interest not reported on Form 1098 }
|
||||
CA540_P2_Add_8c ; { Additions for points not reported on Form 1098 }
|
||||
CA540_P2_Sub_9 ; { Subtractions for investment interest }
|
||||
CA540_P2_Add_9 ; { Additions for investment interest }
|
||||
CA540_P2_Sub_11 ; { Subtractions for Gifts by cash or check }
|
||||
CA540_P2_Add_11 ; { Additions for Gifts by cash or check }
|
||||
CA540_P2_Sub_12 ; { Subtractions for Gifts other than by cash or check }
|
||||
CA540_P2_Add_12 ; { Additions for Gifts other than by cash or check }
|
||||
CA540_P2_Sub_13 ; { Subtractions for Carryover from prior year }
|
||||
CA540_P2_Add_13 ; { Additions for Carryover from prior year }
|
||||
CA540_P2_Sub_15 ; { Subtractions for Casualty or theft loss(es) }
|
||||
CA540_P2_Add_15 ; { Additions for Casualty or theft loss(es) }
|
||||
CA540_P2_Sub_16 ; { Subtractions for Other-from list in federal instructions }
|
||||
CA540_P2_Add_16 ; { Additions for Other-from list in federal instructions }
|
||||
CA540_P2_19 ; { Unreimbursed employee expenses }
|
||||
CA540_P2_20 ; { Tax preparation fees }
|
||||
CA540_P2_21 ; { Other expenses - investment, safe deposit box, etc. }
|
||||
|
||||
{--Tax Section--}
|
||||
L34 ; { Taxes on distributions (sched G-1 or form FTB 5870A), else 0. }
|
||||
|
||||
{--Special Credits--}
|
||||
L40 ; { Nonrefundable Child + Dependent Care Expenses Credit (pg 11). }
|
||||
L43 ; { Special credit, else enter 0 }
|
||||
L44 ; { Special credit, else enter 0 }
|
||||
L45 ; { More then two credits (pg 12), else enter 0 }
|
||||
L46 ; { Nonrefundable renter's credit (pg 12), else 0 }
|
||||
|
||||
{--Other Taxes--}
|
||||
L61 ; { Alternative minimum tax Sched P (540), else 0 }
|
||||
L62 ; { Mental Health Services Tax. (Instructions pg 13) }
|
||||
L63 ; { Other taxes/credit recapture (pg 13), else 0 }
|
||||
|
||||
{--Payments--}
|
||||
L71 ; { CA state income tax withheld. }
|
||||
L72 ; { Estimated tax paid (pg 13). }
|
||||
L73 ; { Realestate withholing (forms 592-B, 594, 597) (see pg 13). }
|
||||
L75 ; { Earned Income Tax Credit (EITC). }
|
||||
L76 ; { Young Child Tax Credit (YCTC). }
|
||||
L77 ; { Net Premium Assistance Subsidy (PAS). }
|
||||
|
||||
L91 ; { Use Tax. }
|
||||
CkPayedUseTaxCDTFA ; { Answer Yes if Use Tax was paid directly to CDTFA. (answer: Yes, No) }
|
||||
CkFYHealthCoverage ; { You and your household had full-year health care coverage. (answer: Yes, No) }
|
||||
L92 ; { Individual Shared Responsibility (ISR) Penalty. }
|
||||
L98 ; { Amount of refund you want applied to 2024 estimated teaxes. }
|
||||
|
||||
L112 ; { Interest, late penalties. }
|
||||
L113 ; { Underpayment of estimated tax penalty. (FTB 5805) }
|
||||
|
||||
{ -------------------------------------------- }
|
||||
{ --- Optional info for Auto-Fillout only. --- }
|
||||
YourDOB:
|
||||
SpouseDOB:
|
||||
|
||||
WantHealthInfo No { Do you want information about low-cost health coverage ? (answer: Yes, No) }
|
||||
Discuss No { Do you want to allow another person to discuss this return ? (answer: Yes, No) }
|
||||
|
||||
{
|
||||
---------------------------------------------
|
||||
}
|
||||
@@ -0,0 +1,30 @@
|
||||
Open Tax Solver - California State Tax Return 540 for 2024
|
||||
----------------------------------------------------------
|
||||
|
||||
Included here is a program, template, and example for
|
||||
California State tax form CA-540 for tax-year 2024.
|
||||
|
||||
The example*.txt file is included for testing.
|
||||
The template*.txt file is a blank starting form for entering
|
||||
your tax data. For each filer, copy template file to a new name,
|
||||
such as "CA_540_2024.txt" or "CA_540_2024_aunt_sally.txt, and
|
||||
fill-in the lines.
|
||||
|
||||
The program consist of two files:
|
||||
taxsolve_CA_540_2024.c - main, customized for CA 540.
|
||||
taxsolve_routines.c - general purpose base routines.
|
||||
|
||||
Compile:
|
||||
cc taxsolve_CA_540_2024.c -o taxsolve_CA_540_2024
|
||||
|
||||
Run:
|
||||
./taxsolve_CA_540_2024 CA_540_2024.txt
|
||||
|
||||
|
||||
For updates and further information, see:
|
||||
http://sourceforge.net/projects/opentaxsolver/
|
||||
Documentation:
|
||||
http://opentaxsolver.sourceforge.net/
|
||||
|
||||
|
||||
Aston Roberts (aston_roberts@yahoo.com)
|
||||
@@ -0,0 +1,224 @@
|
||||
Title: Form 2210 for Tax Year 2024
|
||||
|
||||
{--- Your Identity --- }
|
||||
YourName: Alexander Hamilton
|
||||
YourSocSec#: 123-45-6789
|
||||
Entity Individual { Filing For? (answer: Individual, Estate/Trust) }
|
||||
Status Married/Joint { Single, Married/Joint, Head_of_House, Married/Sep, Widow(er) }
|
||||
{--- Part I Required Annual Payment --- }
|
||||
L1 150000 ; { Enter your 2024 tax after credits from Form 1040,
|
||||
1040-SR, or 1040-NR, line 22. Estates or trusts, enter the
|
||||
amount from Form 1041, Schedule G, line 3. See
|
||||
instructions.}
|
||||
L2 50000 ; { Other taxes, including self-employment tax and, if applicable, Additional Medicare Tax and/or
|
||||
Net Investment Income Tax (see instructions)}
|
||||
L3 1000 ; { Other payments and refundable credits
|
||||
(see instructions)}
|
||||
L6 40000 ; { Withholding taxes. Don't include estimated tax payments.
|
||||
See instructions)}
|
||||
L8 110000 ; { Maximum required annual payment based on prior year's
|
||||
tax (see instructions)}
|
||||
{--- Part II Reasons for Filing. If none apply, don't file Form 2210. ---}
|
||||
{ You request a waiver (see instructions) of your entire penalty. You must
|
||||
check this box and file page 1 of Form 2210, but you aren't required to
|
||||
figure your penalty. }
|
||||
BoxA No { (answer: Yes, No) }
|
||||
{ You request a waiver (see instructions) of part of your penalty. You must
|
||||
figure your penalty and waiver amount and file Form 2210.}
|
||||
BoxB No { (answer: Yes, No) }
|
||||
{ Your income varied during the year and your penalty is reduced or
|
||||
eliminated when figured using the annualized income installment method.
|
||||
You must figure the penalty using Schedule Al and file Form 2210.}
|
||||
BoxC Yes { (answer: Yes, No) }
|
||||
{ Your penalty is lower when figured by treating the federal income tax
|
||||
withheld from your income as paid on the dates it was actually withheld,
|
||||
instead of in equal amounts on the payment due dates. You must figure your
|
||||
penalty and file Form 2210.}
|
||||
BoxD No { (answer: Yes, No) }
|
||||
{ You filed or are filing a joint return for either 2023 or 2024, but not
|
||||
for both years, and line 8 above is smaller than line 5 above. You must
|
||||
file page 1 of Form 2210, but you aren't required to figure your penalty
|
||||
(unless box B, C, or D applies).}
|
||||
BoxE No { (answer: Yes, No) }
|
||||
{ Click "Save" to save this form and then click
|
||||
"Compute Tax" to determine if you need to file Form 2210. If so,
|
||||
return to this input form and continue.}
|
||||
{--- Part III Section A ---}
|
||||
{ IMPORTANT: Note carefully the starting and ending dates for each period.
|
||||
The periods all begin January 1. They are not calendar quarters!}
|
||||
SecA_11a 16000 ; { Estimated tax paid and tax withheld for the period
|
||||
1/1/2024-3/31/2024, due 4/15/2024 (Estates and trusts: for the period
|
||||
1/1/2024-2/29/2024). See instructions.}
|
||||
SecA_11b 30000 ; { Estimated tax paid and tax withheld for the period
|
||||
1/1/2024-5/31/2024, due 6/15/2024 (Estates and trusts: for the period
|
||||
1/1/2024-4/30/2024). See instructions.}
|
||||
SecA_11c 8000 ; { Estimated tax paid and tax withheld for the period
|
||||
1/1/2024-8/31/2024, due 9/15/2024 (Estates and trusts: for the period
|
||||
1/1/2024-7/31/2024). See instructions.}
|
||||
SecA_11d 25000 ; { Estimated tax paid and tax withheld for the period
|
||||
1/1/2024-12/31/2024, due 1/15/22 (Estates and trusts: for the period
|
||||
1/1/2024-11/30/2024). See instructions.}
|
||||
{--- Schedule AI-Annualized Income Installment Method (See the instructions.) ---}
|
||||
{--- Part I Annualized Income Installments ---}
|
||||
SchdAI_1a 100000 ; { Enter your adjusted gross income for the period
|
||||
1/1/2024-3/31/2024. (Estates and trusts: enter your taxable
|
||||
income without your exemption for the period
|
||||
1/1/2024-2/28/2024)}
|
||||
SchdAI_1b 150000 ; { Enter your adjusted gross income for the period
|
||||
1/1/2024-5/31/2024. (Estates and trusts: enter your taxable
|
||||
income without your exemption for the period
|
||||
1/1/2024-4/30/2024)}
|
||||
SchdAI_1c 400000 ; { Enter your adjusted gross income for the period
|
||||
1/1/2024-8/31/2024. (Estates and trusts: enter your taxable
|
||||
income without your exemption for the period
|
||||
1/1/2024-7/31/2024)}
|
||||
SchdAI_1d 800000 ; { Enter your adjusted gross income for the period
|
||||
1/1/2024-12/31/2024. (Estates and trusts: enter your taxable
|
||||
income without your exemption for the period
|
||||
1/1/2024-11/30/2024)}
|
||||
SchdAI_4a ; { If you itemize, enter itemized deductions for the period
|
||||
1/1/2024-3/31/2024; otherwise, enter -0-. Estates and trusts:
|
||||
enter "0". }
|
||||
SchdAI_4b ; { If you itemize, enter itemized deductions for the period
|
||||
1/1/2024-5/31/2024; otherwise, enter -0-. Estates and trusts:
|
||||
enter "0". }
|
||||
SchdAI_4c ; { If you itemize, enter itemized deductions for the period
|
||||
1/1/2024-8/31/2024; otherwise, enter -0-. Estates and trusts:
|
||||
enter "0". }
|
||||
SchdAI_4d ; { If you itemize, enter itemized deductions for the period
|
||||
1/1/2024-12/31/2024; otherwise, enter -0-. Estates and
|
||||
trusts: enter "0". }
|
||||
SchdAI_7a 14350 ; { Enter the SUM of your standard deduction and line 12b from
|
||||
Form 1040 or 1040-SR. (Form 1040- NR filers, enter
|
||||
-0-. If you're a resident of India and a student or
|
||||
business apprentice, enter your standard deduction from
|
||||
Form 1040-NR, line 12.}
|
||||
SchdAI_9a ; { Deduction for qualified business income for the period
|
||||
1/1/2024-3/31/2024. Estates and trusts: for the period
|
||||
1/1/2024-2/28/2024.}
|
||||
SchdAI_9b ; { Deduction for qualified business income for the period
|
||||
1/1/2024-5/31/2024. Estates and trusts: for the period
|
||||
1/1/2024-4/30/2024.}
|
||||
SchdAI_9c ; { Deduction for qualified business income for the period
|
||||
1/1/2024-8/31/2024. Estates and trusts: for the period
|
||||
1/1/2024-7/31/2024.}
|
||||
SchdAI_9d 250 ; { Deduction for qualified business income for the period
|
||||
1/1/2024-12/31/2024. Estates and trusts: for the period
|
||||
1/1/2024-11/30/2024. }
|
||||
SchdAI_12a 0 ; { Form 1040, 1040-SR, or 1040-NR filers, enter -0-.
|
||||
Estates and trusts, use the exemption amount shown on your
|
||||
return.}
|
||||
{ The following four fields are for entry of the tax due on the annualized
|
||||
income extrapolated from the income and deductions during the respective
|
||||
period. If you are able to use the tax tables or tax rate schedules, make
|
||||
no entries in these fields, and the program will calculate the tax. This
|
||||
will simplify your calculations; however, you may pay more estimated tax
|
||||
than necessary.}
|
||||
{ If you have tax preference items, such as capital gains and/or qualified
|
||||
dividends, you can reduce your estimated tax by using the Qualified
|
||||
Dividends and Capital Gains Tax Worksheet or other appropriate worksheet to
|
||||
calculate the annualized tax due each period. To do this, multiply each
|
||||
item of income and each deduction that varies by period by the
|
||||
annualization factor for that period to estimate your taxable income for
|
||||
the year.}
|
||||
{ Period 1: 4
|
||||
Period 2: 2.4
|
||||
Period 3; 1.5
|
||||
Period 4: 1 }
|
||||
{ You may also have, and/or be eligible for, certain credits---some of
|
||||
which may be based upon your estimated taxable income for the year. You
|
||||
may be able to reduce one or more of your estimated tax payments by
|
||||
including these credits in your tax calculation. You can use the 2024
|
||||
estimated tax version of OTS to calculate the tax due on your estimated
|
||||
income for the year that was extrapolated from the information for the
|
||||
relevant period. See instructions for form 2210 and IRS publication 505.
|
||||
}
|
||||
SchdAI_14a ; { Total tax for the year extrapolated from the period
|
||||
1/1/2024-3/31/2024. Estates and trusts: for the period
|
||||
1/1/2024-2/28/2024.}
|
||||
SchdAI_14b ; { Total tax for the year extrapolated from the period
|
||||
1/1/2024-5/31/2024. Estates and trusts: for the period
|
||||
1/1/2024-4/30/2024.}
|
||||
SchdAI_14c ; { Total tax for the year extrapolated from the period
|
||||
1/1/2024-8/31/2024. Estates and trusts: for the period
|
||||
1/1/2024-7/31/2024.}
|
||||
SchdAI_14d ; { Total tax for the year extrapolated from the period
|
||||
1/1/2024-12/31/2024. Estates and trusts: for the period
|
||||
1/1/2024-11/30/2024.}
|
||||
SchdAI_16a ; { Enter other taxes extrapolated from the period
|
||||
1/1/2024-3/31/2024 (Estates and trusts: for the period
|
||||
1/1/2024-2/28/2024), including, if applicable, Alternative
|
||||
Minimum Tax, Additional Medicare Tax and/or Net Investment
|
||||
Income Tax}
|
||||
SchdAI_16b ; { Enter other taxes extrapolated from the period
|
||||
1/1/2024-5/31/2024. (Estates and trusts: for the period
|
||||
1/1/2024-4/30/2024), including, if applicable, Alternative
|
||||
Minimum Tax, Additional Medicare Tax and/or Net Investment
|
||||
Income Tax}
|
||||
SchdAI_16c ; { Enter other taxes extrapolated from the period
|
||||
1/1/2024-8/31/2024. (Estates and trusts: for the period
|
||||
1/1/2024-7/31/2024), including, if applicable, Alternative
|
||||
Minimum Tax, Additional Medicare Tax and/or Net Investment
|
||||
Income Tax}
|
||||
SchdAI_16d ; { Enter other taxes extrapolated from the period
|
||||
1/1/2024-12/31/2024. (Estates and trusts: for the period
|
||||
1/1/2024-11/30/2024), including, if applicable, Alternative
|
||||
Minimum Tax, Additional Medicare Tax and/or Net Investment
|
||||
Income Tax}
|
||||
SchdAI_18a ; { Enter the same type of credits as allowed on Form 2210,
|
||||
Part I, lines 1 and 3, extrapolated from the period
|
||||
1/1/2024-3/31/2024 (Estates and trusts: for the period
|
||||
1/1/2024-2/28/2024). See instructions.}
|
||||
SchdAI_18b ; { Enter the same type of credits as allowed on Form 2210,
|
||||
Part I, lines 1 and 3, extrapolated from the period
|
||||
1/1/2024-5/31/2024. (Estates and trusts: for the period
|
||||
1/1/2024-4/30/2024). See instructions.}
|
||||
SchdAI_18c ; { Enter the same type of credits as allowed on Form 2210,
|
||||
Part I, lines 1 and 3, extrapolated from the period
|
||||
1/1/2024-8/31/2024. (Estates and trusts: for the period
|
||||
1/1/2024-7/31/2024),. See instructions.}
|
||||
SchdAI_18d ; { Enter the same type of credits as allowed on Form 2210,
|
||||
Part I, lines 1 and 3, extrapolated from the period
|
||||
1/1/2024-12/31/2024. (Estates and trusts: for the period
|
||||
1/1/2024-11/30/2024). See instructions.}
|
||||
{--- Part II Annualized Self-Employment Tax (Form 1040, 1040-SR, or 1040-NR filers only) ---}
|
||||
SchdAI_28a 10000 ; { Net earnings from self-employment for the period
|
||||
1/1/2024-3/31/2024. See instructions.}
|
||||
SchdAI_28b 15000 ; { Net earnings from self-employment for the period
|
||||
1/1/2024-5/31/2024. See instructions.}
|
||||
SchdAI_28c 20000 ; { Net earnings from self-employment for the period
|
||||
1/1/2024-8/31/2024. See instructions.}
|
||||
SchdAI_28d 150000 ; { Net earnings from self-employment for the period
|
||||
1/1/2024-12/31/2024. See instructions.}
|
||||
SchdAI_30a 45000 ; { Actual wages for the period 1/1/2024-3/31/2024 subject to
|
||||
social security tax or the 6.2% portion of the 7.65%
|
||||
railroad retirement (tier 1) tax. Exception: If you filed
|
||||
Form 4137 or Form 8919, see instructions}
|
||||
SchdAI_30b 67000 ; { Actual wages for the period 1/1/2024-5/31/2024 subject to
|
||||
social security tax or the 6.2% portion of the 7.65%
|
||||
railroad retirement (tier 1) tax. Exception: If you filed
|
||||
Form 4137 or Form 8919, see instructions}
|
||||
SchdAI_30c 79000 ; { Actual wages for the period 1/1/2024-8/31/2024 subject to
|
||||
social security tax or the 6.2% portion of the 7.65%
|
||||
railroad retirement (tier 1) tax. Exception: If you filed
|
||||
Form 4137 or Form 8919, see instructions}
|
||||
SchdAI_30d 126000 ; { Actual wages for the period 1/1/2024-12/31/2024 subject to
|
||||
social security tax or the 6.2% portion of the 7.65%
|
||||
railroad retirement (tier 1) tax. Exception: If you filed
|
||||
Form 4137 or Form 8919, see instructions}
|
||||
SchdAI_32a ; { Annualization amounts (see instructions).}
|
||||
SchdAI_32b ; { Annualization amounts (see instructions).}
|
||||
SchdAI_32c ; { Annualization amounts (see instructions).}
|
||||
SchdAI_32d ; { Annualization amounts (see instructions).}
|
||||
{After you have filled out all of the applicable fields above, click
|
||||
"Save" to save this form and then click "Compute Tax" to see if you owe a
|
||||
penalty. }
|
||||
L19 ; { Penalty. Enter the total penalty from line 14 of the
|
||||
Worksheet for Form 2210, Part III, Section B-Figure the
|
||||
Penalty. Also include this amount on Form 1040, 1040-SR, or
|
||||
1040-NR, line 38; or Form 1041, line 27. Don't file Form
|
||||
2210 unless you checked a box in Part II.}
|
||||
|
||||
{-------------------------------------------- }
|
||||
Round_PDF_to_Whole_Dollars Y { Controls format of PDF form. (answer: Yes, No) }
|
||||
{-------------------------------------------- }
|
||||
@@ -0,0 +1,261 @@
|
||||
Title: Form 2210 for Tax Year 2024
|
||||
|
||||
{--- Your Identity --- }
|
||||
|
||||
YourName:
|
||||
YourSocSec#:
|
||||
|
||||
Entity { Filing For? (answer: Individual, Estate/Trust) }
|
||||
|
||||
Status { Single, Married/Joint, Head_of_House, Married/Sep, Widow(er)
|
||||
(Estates/Trusts: Choose Single) }
|
||||
|
||||
{--- Part I Required Annual Payment --- }
|
||||
|
||||
L1 ; { Enter your 2024 tax after credits from Form 1040,
|
||||
1040-SR, or 1040-NR, line 22. Estates or trusts, enter the
|
||||
amount from Form 1041, Schedule G, line 3. See
|
||||
instructions.}
|
||||
L2 ; { Other taxes, including self-employment tax and, if applicable, Additional Medicare Tax and/or
|
||||
Net Investment Income Tax (see instructions)}
|
||||
L3 ; { Other payments and refundable credits
|
||||
(see instructions)}
|
||||
L6 ; { Withholding taxes. Don't include estimated tax payments.
|
||||
See instructions)}
|
||||
L8 ; { Maximum required annual payment based on prior year's
|
||||
tax (see instructions)}
|
||||
|
||||
{--- Part II Reasons for Filing. If none apply, don't file Form 2210. ---}
|
||||
|
||||
{ You request a waiver (see instructions) of your entire penalty. You must
|
||||
check this box and file page 1 of Form 2210, but you aren't required to
|
||||
figure your penalty. }
|
||||
BoxA { (answer: Yes, No) }
|
||||
{ You request a waiver (see instructions) of part of your penalty. You must
|
||||
figure your penalty and waiver amount and file Form 2210.}
|
||||
BoxB { (answer: Yes, No) }
|
||||
{ Your income varied during the year and your penalty is reduced or
|
||||
eliminated when figured using the annualized income installment method.
|
||||
You must figure the penalty using Schedule Al and file Form 2210.}
|
||||
BoxC { (answer: Yes, No) }
|
||||
{ Your penalty is lower when figured by treating the federal income tax
|
||||
withheld from your income as paid on the dates it was actually withheld,
|
||||
instead of in equal amounts on the payment due dates. You must figure your
|
||||
penalty and file Form 2210.}
|
||||
BoxD { (answer: Yes, No) }
|
||||
{ You filed or are filing a joint return for either 2023 or 2024, but not
|
||||
for both years, and line 8 above is smaller than line 5 above. You must
|
||||
file page 1 of Form 2210, but you aren't required to figure your penalty
|
||||
(unless box B, C, or D applies).}
|
||||
BoxE { (answer: Yes, No) }
|
||||
|
||||
{ Click "Save" to save this form and then click "Compute Tax" to determine
|
||||
if you need to file Form 2210 by reading the FIRST MESSAGE after results
|
||||
for line 9 and before results for SecA. Ignore any later messages in the
|
||||
results file at this time. If you need to file form 2210, or its first
|
||||
page, return to this input form and continue.}
|
||||
|
||||
{--- Part III Section A ---}
|
||||
|
||||
{ IMPORTANT: Note carefully the starting and ending dates for each period.
|
||||
The periods all begin January 1. They are not calendar quarters!}
|
||||
|
||||
SecA_11a ;{ Estimated tax paid and tax withheld for the period
|
||||
1/1/2024-3/31/2024, due 4/15/2024 (Estates and trusts: for the period
|
||||
1/12024-2/292024). See instructions.}
|
||||
SecA_11b ;{ Estimated tax paid and tax withheld for the period
|
||||
1/1/2024-5/31/2024, due 6/15/2024 (Estates and trusts: for the period
|
||||
1/1/2024-4/30/2024). See instructions.}
|
||||
SecA_11c ;{ Estimated tax paid and tax withheld for the period
|
||||
1/1/2024-8/31/2024, due 9/15/2024 (Estates and trusts: for the period
|
||||
1/1/2024-7/31/2024). See instructions.}
|
||||
SecA_11d ;{ Estimated tax paid and tax withheld for the period
|
||||
1/1/2024-12/31/2024, due 1/15/2024 (Estates and trusts: for the period
|
||||
1/1/2024-11/30/2024). See instructions.}
|
||||
|
||||
{--- Schedule AI-Annualized Income Installment Method (See the instructions.) ---}
|
||||
|
||||
{--- Part I Annualized Income Installments ---}
|
||||
|
||||
SchdAI_1a ;{ Enter your adjusted gross income for the period
|
||||
1/1/2024-3/31/2024. (Estates and trusts: enter your taxable
|
||||
income without your exemption for the period
|
||||
1/1/2024-2/28/2024)}
|
||||
SchdAI_1b ;{ Enter your adjusted gross income for the period
|
||||
1/1/2024-5/31/2024. (Estates and trusts: enter your taxable
|
||||
income without your exemption for the period
|
||||
1/1/2024-4/30/2024)}
|
||||
SchdAI_1c ;{ Enter your adjusted gross income for the period
|
||||
1/1/2024-8/31/2024. (Estates and trusts: enter your taxable
|
||||
income without your exemption for the period
|
||||
1/1/2024-7/31/2024)}
|
||||
SchdAI_1d ;{ Enter your adjusted gross income for the period
|
||||
1/1/2024-12/31/2024. (Estates and trusts: enter your taxable
|
||||
income without your exemption for the period
|
||||
1/1/2024-11/30/2024)}
|
||||
|
||||
SchdAI_4a ;{ If you itemize, enter itemized deductions for the period
|
||||
1/1/2024-3/31/2024; otherwise, enter -0-. Estates and trusts:
|
||||
enter "0". }
|
||||
SchdAI_4b ;{ If you itemize, enter itemized deductions for the period
|
||||
1/1/2024-5/31/2024; otherwise, enter -0-. Estates and trusts:
|
||||
enter "0". }
|
||||
SchdAI_4c ;{ If you itemize, enter itemized deductions for the period
|
||||
1/1/2024-8/31/2024; otherwise, enter -0-. Estates and trusts:
|
||||
enter "0". }
|
||||
SchdAI_4d ;{ If you itemize, enter itemized deductions for the period
|
||||
1/1/2024-12/31/2024; otherwise, enter -0-. Estates and
|
||||
trusts: enter "0". }
|
||||
|
||||
SchdAI_7a ;{ Enter the SUM of your standard deduction and line 12b from
|
||||
Form 1040 or 1040-SR. Estates and trusts: enter "0". (Form 1040- NR filers, enter -0-.
|
||||
If you're a resident of India and a student or business apprentice, enter your standard
|
||||
deduction from Form 1040-NR, line 12.}
|
||||
|
||||
SchdAI_9a ;{ Deduction for qualified business income for the period
|
||||
1/1/2024-3/31/2024. Estates and trusts: for the period
|
||||
1/1/2024-2/28/2024.}
|
||||
SchdAI_9b ;{ Deduction for qualified business income for the period
|
||||
1/1/2024-5/31/2024. Estates and trusts: for the period
|
||||
1/1/2024-4/30/2024.}
|
||||
SchdAI_9c ;{ Deduction for qualified business income for the period
|
||||
1/1/2024-8/31/2024. Estates and trusts: for the period
|
||||
1/1/2024-7/31/2024.}
|
||||
SchdAI_9d ;{ Deduction for qualified business income for the period
|
||||
1/1/2024-12/31/2024. Estates and trusts: for the period
|
||||
1/1/2024-11/30/2024. }
|
||||
|
||||
SchdAI_12a ;{ Form 1040, 1040-SR, or 1040-NR filers, enter -0-.
|
||||
Estates and trusts, use the exemption amount shown on your
|
||||
return.}
|
||||
|
||||
{ The following four fields are for entry of the tax due on the annualized
|
||||
income extrapolated from the income and deductions during the respective
|
||||
period. The tax can be calculated using the tax tables or tax rate
|
||||
schedules; however, you may pay more estimated tax than necessary.}
|
||||
|
||||
{ If you have tax preference items, such as capital gains and/or qualified
|
||||
dividends, you can reduce your estimated tax by using the Qualified
|
||||
Dividends and Capital Gains Tax Worksheet or other appropriate worksheet to
|
||||
calculate the annualized tax due each period. To do this, multiply each
|
||||
item of income and each deduction by the annualization factor for that
|
||||
period to estimate your taxable income for the year and then calculate the
|
||||
tax on that income using the chosen method.}
|
||||
|
||||
{ Period 1: 4 (Estates/Trusts: 6 )
|
||||
Period 2: 2.4 (Estates/Trusts: 3 )
|
||||
Period 3; 1.5 (Estates/Trusts: 1.71429 )
|
||||
Period 4: 1 (Estates/Trusts: 1.09091 ) }
|
||||
|
||||
{ You may also have, and/or be eligible for, certain credits---some of
|
||||
which may be based upon your estimated taxable income for the year. You
|
||||
may be able to reduce one or more of your estimated tax payments by
|
||||
including these credits in your tax calculation. You can use the 2024
|
||||
estimated tax version of OTS to calculate the tax due on your estimated
|
||||
income for the year that was extrapolated from the information for the
|
||||
relevant period. See instructions for form 2210 and IRS publication 505.}
|
||||
|
||||
{ To use your own tax calculation, simply enter it into the box for the
|
||||
relevant period. If you want this program to calculate the tax using
|
||||
the tax tables or tax rate schedules (including Form 1041, Schedule
|
||||
G for estates/trusts), place a negative value (e.g., -1) into the field.
|
||||
This tells the program that you want it to calculate the tax for that
|
||||
period.}
|
||||
|
||||
SchdAI_14a ;{ Total tax for the year extrapolated from the period
|
||||
1/1/2024-3/31/2024. Estates and trusts: for the period
|
||||
1/1/2024-2/28/2024.}
|
||||
SchdAI_14b ;{ Total tax for the year extrapolated from the period
|
||||
1/1/2024-5/31/2024. Estates and trusts: for the period
|
||||
1/1/2024-4/30/2024.}
|
||||
SchdAI_14c ;{ Total tax for the year extrapolated from the period
|
||||
1/1/2024-8/31/2024. Estates and trusts: for the period
|
||||
1/1/2024-7/31/2024.}
|
||||
SchdAI_14d ;{ Total tax for the year extrapolated from the period
|
||||
1/1/2024-12/31/2024. Estates and trusts: for the period
|
||||
1/1/2024-11/30/2024.}
|
||||
|
||||
SchdAI_16a ;{ Enter other taxes extrapolated from the period
|
||||
1/1/2024-3/31/2024 (Estates and trusts: for the period
|
||||
1/1/2024-2/28/2024), including, if applicable, Alternative
|
||||
Minimum Tax, Additional Medicare Tax and/or Net Investment
|
||||
Income Tax}
|
||||
SchdAI_16b ;{ Enter other taxes extrapolated from the period
|
||||
1/1/2024-5/31/2024. (Estates and trusts: for the period
|
||||
1/1/2024-4/30/2024), including, if applicable, Alternative
|
||||
Minimum Tax, Additional Medicare Tax and/or Net Investment
|
||||
Income Tax}
|
||||
SchdAI_16c ;{ Enter other taxes extrapolated from the period
|
||||
1/1/2024-8/31/2024. (Estates and trusts: for the period
|
||||
1/1/2024-7/31/2024), including, if applicable, Alternative
|
||||
Minimum Tax, Additional Medicare Tax and/or Net Investment
|
||||
Income Tax}
|
||||
SchdAI_16d ;{ Enter other taxes extrapolated from the period
|
||||
1/1/2024-12/31/2024. (Estates and trusts: for the period
|
||||
1/1/2024-11/30/2024), including, if applicable, Alternative
|
||||
Minimum Tax, Additional Medicare Tax and/or Net Investment
|
||||
Income Tax}
|
||||
|
||||
SchdAI_18a ;{ Enter the same type of credits as allowed on Form 2210,
|
||||
Part I, lines 1 and 3, extrapolated from the period
|
||||
1/1/2024-3/31/2024 (Estates and trusts: for the period
|
||||
1/1/2024-2/28/2024). See instructions.}
|
||||
SchdAI_18b ;{ Enter the same type of credits as allowed on Form 2210,
|
||||
Part I, lines 1 and 3, extrapolated from the period
|
||||
1/1/2024-5/31/2024. (Estates and trusts: for the period
|
||||
1/1/2024-4/30/2024). See instructions.}
|
||||
SchdAI_18c ;{ Enter the same type of credits as allowed on Form 2210,
|
||||
Part I, lines 1 and 3, extrapolated from the period
|
||||
1/1/2024-8/31/2024. (Estates and trusts: for the period
|
||||
1/1/2024-7/31/2024),. See instructions.}
|
||||
SchdAI_18d ;{ Enter the same type of credits as allowed on Form 2210,
|
||||
Part I, lines 1 and 3, extrapolated from the period
|
||||
1/1/2024-12/31/2024. (Estates and trusts: for the period
|
||||
1/1/2024-11/30/2024). See instructions.}
|
||||
|
||||
{--- Part II Annualized Self-Employment Tax (Form 1040, 1040-SR, or 1040-NR filers only) ---}
|
||||
|
||||
SchdAI_28a ;{ Net earnings from self-employment for the period
|
||||
1/1/2024-3/31/2024. See instructions.}
|
||||
SchdAI_28b ;{ Net earnings from self-employment for the period
|
||||
1/1/2024-5/31/2024. See instructions.}
|
||||
SchdAI_28c ;{ Net earnings from self-employment for the period
|
||||
1/1/2024-8/31/2024. See instructions.}
|
||||
SchdAI_28d ;{ Net earnings from self-employment for the period
|
||||
1/1/2024-12/31/2024. See instructions.}
|
||||
|
||||
SchdAI_30a ;{ Actual wages for the period 1/1/2024-3/31/2024 subject to
|
||||
social security tax or the 6.2% portion of the 7.65%
|
||||
railroad retirement (tier 1) tax. Exception: If you filed
|
||||
Form 4137 or Form 8919, see instructions}
|
||||
SchdAI_30b ;{ Actual wages for the period 1/1/2024-5/31/2024 subject to
|
||||
social security tax or the 6.2% portion of the 7.65%
|
||||
railroad retirement (tier 1) tax. Exception: If you filed
|
||||
Form 4137 or Form 8919, see instructions}
|
||||
SchdAI_30c ;{ Actual wages for the period 1/1/2024-8/31/2024 subject to
|
||||
social security tax or the 6.2% portion of the 7.65%
|
||||
railroad retirement (tier 1) tax. Exception: If you filed
|
||||
Form 4137 or Form 8919, see instructions}
|
||||
SchdAI_30d ;{ Actual wages for the period 1/1/2024-12/31/2024 subject to
|
||||
social security tax or the 6.2% portion of the 7.65%
|
||||
railroad retirement (tier 1) tax. Exception: If you filed
|
||||
Form 4137 or Form 8919, see instructions}
|
||||
|
||||
SchdAI_32a ;{ Annualization amounts (see instructions).}
|
||||
SchdAI_32b ;{ Annualization amounts (see instructions).}
|
||||
SchdAI_32c ;{ Annualization amounts (see instructions).}
|
||||
SchdAI_32d ;{ Annualization amounts (see instructions).}
|
||||
|
||||
{After you have filled out all of the applicable fields above, click
|
||||
"Save" to save this form and then click "Compute Tax" to see if you owe a
|
||||
penalty. }
|
||||
|
||||
L19 ;{ Penalty. Enter the total penalty from line 14 of the
|
||||
Worksheet for Form 2210, Part III, Section B-Figure the
|
||||
Penalty. Also include this amount on Form 1040, 1040-SR, or
|
||||
1040-NR, line 38; or Form 1041, line 27. Don't file Form
|
||||
2210 unless you checked a box in Part II.}
|
||||
|
||||
{-------------------------------------------- }
|
||||
Round_PDF_to_Whole_Dollars Y { Controls format of PDF form. (answer: Yes, No) }
|
||||
{-------------------------------------------- }
|
||||
@@ -0,0 +1,39 @@
|
||||
Title: Form 8606 for tax-year 2024
|
||||
|
||||
Complete_Part_One? Y {Are you completing Part I of this form? (answer: Y, N)}
|
||||
|
||||
L1 123 ; { Nondeductible contributions }
|
||||
L2 423 ; { Total basis in Trad IRAs }
|
||||
|
||||
Dist_or_Conv? Y { Did you take a distribution or make a Roth conversion ? (answer: Y, N) }
|
||||
|
||||
L4 21 ; { Contributions from the beginning of 2024 }
|
||||
L6 3 ;
|
||||
L7 1 ;
|
||||
L8 0 ;
|
||||
L15b 3 ;
|
||||
|
||||
Complete_Part_Two? Y {Are you completing Part II of this form? (answer: Y, N)}
|
||||
|
||||
L16 234 ;
|
||||
L17 08 ;
|
||||
|
||||
Complete_Part_Three? Y {Are you completing Part III of this form? (answer: Y, N)}
|
||||
|
||||
L19 97 ;
|
||||
L20 10 ;
|
||||
L22 8 ;
|
||||
L24 10 ;
|
||||
L25b 23 ;
|
||||
|
||||
Name: Bill
|
||||
SocSec#: 123-45-6789
|
||||
Number&Street: 123 Oak Ln
|
||||
Apt#: Apt 15
|
||||
TownStateZip: Tax City, KS 12345
|
||||
ForeignCountry: 23
|
||||
ForeignState: 123
|
||||
ForeignPostcode: 453 827
|
||||
|
||||
Round_PDF_to_Whole_Dollars Y { Controls format of PDF form. (answer: Yes, No) }
|
||||
|
||||
@@ -0,0 +1,41 @@
|
||||
Title: Form 8606 for tax-year 2024
|
||||
|
||||
Complete_Part_One? {Are you completing Part I of this form? (answer: Y, N)}
|
||||
|
||||
L1 ; { Nondeductible contributions }
|
||||
L2 ; { Total basis in Trad IRAs }
|
||||
|
||||
Dist_or_Conv? { Did you take a distribution or make a Roth conversion ? (answer: Y, N) }
|
||||
|
||||
L4 ; { Contributions from the beginning of 2024 }
|
||||
L6 ;
|
||||
L7 ;
|
||||
L8 ;
|
||||
L15b ;
|
||||
|
||||
Complete_Part_Two? {Are you completing Part II of this form? (answer: Y, N)}
|
||||
|
||||
L16 ;
|
||||
L17 ;
|
||||
|
||||
Complete_Part_Three? {Are you completing Part III of this form? (answer: Y, N)}
|
||||
|
||||
L19 ;
|
||||
L20 ;
|
||||
L22 ;
|
||||
L24 ;
|
||||
L25b ;
|
||||
|
||||
|
||||
|
||||
Name:
|
||||
SocSec#:
|
||||
Number&Street:
|
||||
Apt#:
|
||||
TownStateZip:
|
||||
ForeignCountry:
|
||||
ForeignState:
|
||||
ForeignPostcode:
|
||||
|
||||
Round_PDF_to_Whole_Dollars Y { Controls format of PDF form. (answer: Yes, No) }
|
||||
|
||||
@@ -0,0 +1,39 @@
|
||||
Title: Form 8812 - 2024
|
||||
|
||||
{ --- Your Filing Status & Exemptions --- }
|
||||
|
||||
Status Single { Single, Married/Joint, Head_of_House, Married/Sep, Widow(er) }
|
||||
|
||||
L1 240,100 ; { Amount from line 11 of your Form 1040 }
|
||||
|
||||
L2a ; { Income from Puerto Rico that you excluded }
|
||||
L2b 754 ; { Amounts from lines 45 and 50 of your Form 2555 }
|
||||
L2c 200 ; { Amount from line 15 of your Form 4563 }
|
||||
|
||||
L4 2 ; { Number of qualifying children under age 17, who have Soc.Sec. numbers. }
|
||||
|
||||
L6 1 ; { Number of other dependents, including any qualifying children who are not under age
|
||||
17 or who do not have the required social security number }
|
||||
{ Caution: Do not include yourself, your spouse, or anyone not U.S. citizen }
|
||||
{ Also, do not include anyone you included on L4.}
|
||||
|
||||
L13 100 ; { Amount from Credit Limit Worksheet A }
|
||||
|
||||
|
||||
Amnt19 3456 ; { Amount on Form 1040, line 19. }
|
||||
|
||||
L18a 64,650 ; { Earned income (see instructions) }
|
||||
L18b 5018 ; { Nontaxable combat pay (see instructions) }
|
||||
|
||||
L21 80 ; { Withheld Soc.Sec., Medicare, & Additional Medicare taxes from Forms W-2, boxes 4 and 6 }
|
||||
|
||||
L22 22 ; { Total of amounts from Sched-1 (Form 1040), line 15; Sched-2 lines 5+6, 13+22 }
|
||||
|
||||
L24 24 ; { Total of amounts from Form 1040, line 27, and Sched-3 line 11. }
|
||||
|
||||
YourName: Ronald, Smith
|
||||
|
||||
SocSec: 123-45-6789
|
||||
|
||||
Round_PDF_to_Whole_Dollars Y { Controls format of PDF form. (answer: Yes, No) }
|
||||
|
||||
@@ -0,0 +1,39 @@
|
||||
Title: Form 8812 - 2024
|
||||
|
||||
{ --- Your Filing Status & Exemptions --- }
|
||||
|
||||
Status Single { Single, Married/Joint, Head_of_House, Married/Sep, Widow(er) }
|
||||
|
||||
L1 ; { Amount from line 11 of your Form 1040 }
|
||||
|
||||
L2a ; { Income from Puerto Rico that you excluded }
|
||||
L2b ; { Amounts from lines 45 and 50 of your Form 2555 }
|
||||
L2c ; { Amount from line 15 of your Form 4563 }
|
||||
|
||||
L4 ; { Number of qualifying children under age 17, who have Soc.Sec. numbers. }
|
||||
|
||||
L6 ; { Number of other dependents, including any qualifying children who are not under age
|
||||
17 or who do not have the required social security number }
|
||||
{ Caution: Do not include yourself, your spouse, or anyone not U.S. citizen }
|
||||
{ Also, do not include anyone you included on L4.}
|
||||
|
||||
L13 ; { Amount from Credit Limit Worksheet A }
|
||||
|
||||
|
||||
Amnt19 ; { Amount on Form 1040, line 19. }
|
||||
|
||||
L18a ; { Earned income (see instructions) }
|
||||
L18b ; { Nontaxable combat pay (see instructions) }
|
||||
|
||||
L21 ; { Withheld Soc.Sec., Medicare, & Additional Medicare taxes from Forms W-2, boxes 4 and 6}
|
||||
|
||||
L22 ; { Total of amounts from Sched-1 (Form 1040), line 15; Sched-2 lines 5+6, 13+22 }
|
||||
|
||||
L24 ; { Total of amounts from Form 1040, line 27, and Sched-3 line 11. }
|
||||
|
||||
YourName:
|
||||
|
||||
SocSec:
|
||||
|
||||
Round_PDF_to_Whole_Dollars Y { Controls format of PDF form. (answer: Yes, No) }
|
||||
|
||||
@@ -0,0 +1,56 @@
|
||||
Title: 2024 Form 8829 Expenses for Business Use of Your Home - EXAMPLE 1
|
||||
|
||||
{ Provide a Schedule C filename for autofill of YourName, YourSocSec#, and L8. }
|
||||
FileNameSchC tax_form_files/US_1040_Sched_C/US_1040Sched_C_2024_example_out.txt { File-name of Federal Schedule C output file. Optional. }
|
||||
{--- Your Identity --- }
|
||||
YourName: Herman J Snodgrass { Leave blank and provide a Schedule C filename for autofill }
|
||||
YourSocSec#: 111-2222-333 { Leave blank and provide a Schedule C filename for autofill }
|
||||
{--- Part I Part of Your Home Used for Business --- }
|
||||
L1 400 ; { Area used regularly and exclusively for business, regularly for daycare, or for storage of inventory
|
||||
or product samples (see instructions)}
|
||||
L2 2,650 ; { Total area of home}
|
||||
{-- For daycare facilities not used exclusively for business, go to line 4. All others, go to line 7 --}
|
||||
L4 ; { Multiply days used for daycare during year by hours used per day.
|
||||
Leave blank or 0.00 for non-daycare business, or daycare area used exclusively for business }
|
||||
L5 8,784 ; { If you started or stopped using your home for daycare during the year
|
||||
see instructions; otherwise, enter 8784 }
|
||||
{--- Part II Figure Your Allowable Deduction ---}
|
||||
L8 0 ; { Enter the amount from Schedule C, line 29, plus any gain derived from the business use of your
|
||||
home, minus any loss from the trade or business no derived from the business use of your home.
|
||||
Enter 0 and provide a Schedule C filename for autofill }
|
||||
{-- Direct expenses --}
|
||||
L9a 10 ; { Casualty losses }
|
||||
L10a 20 ; { Deductible mortgage interest }
|
||||
L11a 30 ; { Real Estate Taxes }
|
||||
L16a 40 ; { Excess mortgage interest }
|
||||
L17a 50 ; { Excess real estate taxes }
|
||||
L18a 60 ; { Insurance }
|
||||
L19a 70 ; { Rent }
|
||||
L20a 80 ; { Repairs and maintenance }
|
||||
L21a 90 ; { Utilities }
|
||||
L22a 100 ; { Other expenses }
|
||||
{-- Indirect expenses --}
|
||||
L9b 200 ; { Casualty losses }
|
||||
L10b 210 ; { Deductible mortgage interest }
|
||||
L11b 220 ; { Real Estate Taxes }
|
||||
L16b 230 ; { Excess mortgage interest }
|
||||
L17b 240 ; { Excess real estate taxes }
|
||||
L18b 250 ; { Insurance }
|
||||
L19b 260 ; { Rent }
|
||||
L20b 270 ; { Repairs and maintenance }
|
||||
L21b 280 ; { Utilities }
|
||||
L22b 290 ; { Other expenses }
|
||||
{-- Allowable Deductions --}
|
||||
L25 1000 ; { Carryover of prior year operating expenses }
|
||||
L29 17 ; { Excess casualty losses }
|
||||
L31 ; {Carryover of prior year excess casualty loss and depreciation }
|
||||
L35 ; {Casualty loss portion, if any, from lines 14 and 33. Carry amount to Form 4684 }
|
||||
{--- Part III Depreciation of Your Home --- }
|
||||
L37 250,000 ; {Enter the smaller of your home's adjusted basis or its fair market value.}
|
||||
L38 75,000 ; {Value of land included on line 37}
|
||||
L41 2.651 ; {Depreciation percentage (see instructions) }
|
||||
{--- Part IV Carryover of Unallowed Expenses to Next Year --- }
|
||||
|
||||
{--------------------------------------------- }
|
||||
Round_PDF_to_Whole_Dollars n { Controls format of PDF form. (answer: Yes, No) }
|
||||
{--------------------------------------------- }
|
||||
@@ -0,0 +1,56 @@
|
||||
Title: 2024 Form 8829 Expenses for Business Use of Your Home - EXAMPLE 2
|
||||
|
||||
{ Provide a Schedule C filename for autofill of YourName, YourSocSec#, and L8. }
|
||||
FileNameSchC { File-name of Federal Schedule C output file. Optional. }
|
||||
{--- Your Identity --- }
|
||||
YourName: Mary Mary { Leave blank and provide a Schedule C filename for autofill }
|
||||
YourSocSec#: 333-2222-111 { Leave blank and provide a Schedule C filename for autofill }
|
||||
{--- Part I Part of Your Home Used for Business --- }
|
||||
L1 1000 ; { Area used regularly and exclusively for business, regularly for daycare, or for storage of inventory
|
||||
or product samples (see instructions)}
|
||||
L2 3000 ; { Total area of home}
|
||||
{-- For daycare facilities not used exclusively for business, go to line 4. All others, go to line 7 --}
|
||||
L4 4000 ; { Multiply days used for daycare during year by hours used per day.
|
||||
Leave blank or 0.00 for non-daycare business, or daycare area used exclusively for business }
|
||||
L5 8760 ; { If you started or stopped using your home for daycare during the year
|
||||
see instructions; otherwise, enter 8,784 }
|
||||
{--- Part II Figure Your Allowable Deduction ---}
|
||||
L8 75000 ; { Enter the amount from Schedule C, line 29, plus any gain derived from the business use of your
|
||||
home, minus any loss from the trade or business no derived from the business use of your home.
|
||||
Enter 0 and provide a Schedule C filename for autofill }
|
||||
{-- Direct expenses --}
|
||||
L9a 10 ; { Casualty losses }
|
||||
L10a 20 ; { Deductible mortgage interest }
|
||||
L11a 30 ; { Real Estate Taxes }
|
||||
L16a 40 ; { Excess mortgage interest }
|
||||
L17a 50 ; { Excess real estate taxes }
|
||||
L18a 60 ; { Insurance }
|
||||
L19a 70 ; { Rent }
|
||||
L20a 80 ; { Repairs and maintenance }
|
||||
L21a 90 ; { Utilities }
|
||||
L22a 100 ; { Other expenses }
|
||||
{-- Indirect expenses --}
|
||||
L9b 500 ; { Casualty losses }
|
||||
L10b 510 ; { Deductible mortgage interest }
|
||||
L11b 520 ; { Real Estate Taxes }
|
||||
L16b 530 ; { Excess mortgage interest }
|
||||
L17b 540 ; { Excess real estate taxes }
|
||||
L18b 550 ; { Insurance }
|
||||
L19b 560 ; { Rent }
|
||||
L20b 570 ; { Repairs and maintenance }
|
||||
L21b 580 ; { Utilities }
|
||||
L22b 590 ; { Other expenses }
|
||||
{-- Allowable Deductions --}
|
||||
L25 37 ; { Carryover of prior year operating expenses }
|
||||
L29 175 ; { Excess casualty losses }
|
||||
L31 300 ; {Carryover of prior year excess casualty loss and depreciation }
|
||||
L35 87 ; {Casualty loss portion, if any, from lines 14 and 33. Carry amount to Form 4684 }
|
||||
{--- Part III Depreciation of Your Home --- }
|
||||
L37 250000 ; {Enter the smaller of your home's adjusted basis or its fair market value.}
|
||||
L38 100000 ; {Value of land included on line 37}
|
||||
L41 2.461 ; {Depreciation percentage (see instructions) }
|
||||
{--- Part IV Carryover of Unallowed Expenses to Next Year --- }
|
||||
{--------------------------------------------- }
|
||||
Round_PDF_to_Whole_Dollars n { Controls format of PDF form. (answer: Yes, No) }
|
||||
{--------------------------------------------- }
|
||||
|
||||
@@ -0,0 +1,56 @@
|
||||
Title: 2024 Form 8829 Expenses for Business Use of Your Home - EXAMPLE 3
|
||||
|
||||
{ Provide a Schedule C filename for autofill of YourName, YourSocSec#, and L8. }
|
||||
FileNameSchC tax_form_files/US_1040_Sched_C/US_1040Sched_C_2024_example_out.txt { File-name of Federal Schedule C output file. Optional. }
|
||||
{--- Your Identity --- }
|
||||
YourName: { Leave blank and provide a Schedule C filename for autofill }
|
||||
YourSocSec#: { Leave blank and provide a Schedule C filename for autofill }
|
||||
{--- Part I Part of Your Home Used for Business --- }
|
||||
L1 1000 ; { Area used regularly and exclusively for business, regularly for daycare, or for storage of inventory
|
||||
or product samples (see instructions)}
|
||||
L2 3000 ; { Total area of home}
|
||||
{-- For daycare facilities not used exclusively for business, go to line 4. All others, go to line 7 --}
|
||||
L4 4000 ; { Multiply days used for daycare during year by hours used per day.
|
||||
Leave blank or 0.00 for non-daycare business, or daycare area used exclusively for business }
|
||||
L5 8760 ; { If you started or stopped using your home for daycare during the year
|
||||
see instructions; otherwise, enter 8,784 }
|
||||
{--- Part II Figure Your Allowable Deduction ---}
|
||||
L8 ; { Enter the amount from Schedule C, line 29, plus any gain derived from the business use of your
|
||||
home, minus any loss from the trade or business no derived from the business use of your home.
|
||||
Enter 0 and provide a Schedule C filename for autofill }
|
||||
{-- Direct expenses --}
|
||||
L9a 10 ; { Casualty losses }
|
||||
L10a 20 ; { Deductible mortgage interest }
|
||||
L11a 30 ; { Real Estate Taxes }
|
||||
L16a 40 ; { Excess mortgage interest }
|
||||
L17a 50 ; { Excess real estate taxes }
|
||||
L18a 60 ; { Insurance }
|
||||
L19a 70 ; { Rent }
|
||||
L20a 80 ; { Repairs and maintenance }
|
||||
L21a 90 ; { Utilities }
|
||||
L22a 100 ; { Other expenses }
|
||||
{-- Indirect expenses --}
|
||||
L9b 500 ; { Casualty losses }
|
||||
L10b 510 ; { Deductible mortgage interest }
|
||||
L11b 520 ; { Real Estate Taxes }
|
||||
L16b 530 ; { Excess mortgage interest }
|
||||
L17b 540 ; { Excess real estate taxes }
|
||||
L18b 550 ; { Insurance }
|
||||
L19b 560 ; { Rent }
|
||||
L20b 570 ; { Repairs and maintenance }
|
||||
L21b 580 ; { Utilities }
|
||||
L22b 590 ; { Other expenses }
|
||||
{-- Allowable Deductions --}
|
||||
L25 37 ; { Carryover of prior year operating expenses }
|
||||
L29 4200 ; { Excess casualty losses }
|
||||
L31 300 ; {Carryover of prior year excess casualty loss and depreciation }
|
||||
L35 87 ; {Casualty loss portion, if any, from lines 14 and 33. Carry amount to Form 4684 }
|
||||
{--- Part III Depreciation of Your Home --- }
|
||||
L37 250000 ; {Enter the smaller of your home's adjusted basis or its fair market value.}
|
||||
L38 100000 ; {Value of land included on line 37}
|
||||
L41 2.461 ; {Depreciation percentage (see instructions) }
|
||||
{--- Part IV Carryover of Unallowed Expenses to Next Year --- }
|
||||
{--------------------------------------------- }
|
||||
Round_PDF_to_Whole_Dollars n { Controls format of PDF form. (answer: Yes, No) }
|
||||
{--------------------------------------------- }
|
||||
|
||||
@@ -0,0 +1,56 @@
|
||||
Title: 2024 Form 8829 Expenses for Business Use of Your Home - EXAMPLE 4
|
||||
|
||||
{ Provide a Schedule C filename for autofill of YourName, YourSocSec#, and L8. }
|
||||
FileNameSchC tax_form_files/US_1040_Sched_C/US_1040Sched_C_2024_example_out.txt { File-name of Federal Schedule C output file. Optional. }
|
||||
{--- Your Identity --- }
|
||||
YourName: { Leave blank and provide a Schedule C filename for autofill }
|
||||
YourSocSec#: { Leave blank and provide a Schedule C filename for autofill }
|
||||
{--- Part I Part of Your Home Used for Business --- }
|
||||
L1 400 ; { Area used regularly and exclusively for business, regularly for daycare, or for storage of inventory
|
||||
or product samples (see instructions)}
|
||||
L2 2650 ; { Total area of home}
|
||||
{-- For daycare facilities not used exclusively for business, go to line 4. All others, go to line 7 --}
|
||||
L4 ; { Multiply days used for daycare during year by hours used per day.
|
||||
Leave blank or 0.00 for non-daycare business, or daycare area used exclusively for business }
|
||||
L5 8,784 ; { If you started or stopped using your home for daycare during the year
|
||||
see instructions; otherwise, enter 8,784 }
|
||||
{--- Part II Figure Your Allowable Deduction ---}
|
||||
L8 ; { Enter the amount from Schedule C, line 29, plus any gain derived from the business use of your
|
||||
home, minus any loss from the trade or business no derived from the business use of your home.
|
||||
Enter 0 and provide a Schedule C filename for autofill }
|
||||
{-- Direct expenses --}
|
||||
L9a 10 ; { Casualty losses }
|
||||
L10a 20 ; { Deductible mortgage interest }
|
||||
L11a 30 ; { Real Estate Taxes }
|
||||
L16a 40 ; { Excess mortgage interest }
|
||||
L17a 50 ; { Excess real estate taxes }
|
||||
L18a 60 ; { Insurance }
|
||||
L19a 70 ; { Rent }
|
||||
L20a 80 ; { Repairs and maintenance }
|
||||
L21a 90 ; { Utilities }
|
||||
L22a 100 ; { Other expenses }
|
||||
{-- Indirect expenses --}
|
||||
L9b 200 ; { Casualty losses }
|
||||
L10b 210 ; { Deductible mortgage interest }
|
||||
L11b 220 ; { Real Estate Taxes }
|
||||
L16b 230 ; { Excess mortgage interest }
|
||||
L17b 240 ; { Excess real estate taxes }
|
||||
L18b 250 ; { Insurance }
|
||||
L19b 260 ; { Rent }
|
||||
L20b 270 ; { Repairs and maintenance }
|
||||
L21b 280 ; { Utilities }
|
||||
L22b 290 ; { Other expenses }
|
||||
{-- Allowable Deductions --}
|
||||
L25 1000 ; { Carryover of prior year operating expenses }
|
||||
L29 17 ; { Excess casualty losses }
|
||||
L31 ; {Carryover of prior year excess casualty loss and depreciation }
|
||||
L35 ; {Casualty loss portion, if any, from lines 14 and 33. Carry amount to Form 4684 }
|
||||
{--- Part III Depreciation of Your Home --- }
|
||||
L37 250000 ; {Enter the smaller of your home's adjusted basis or its fair market value.}
|
||||
L38 75000 ; {Value of land included on line 37}
|
||||
L41 2.651 ; {Depreciation percentage (see instructions) }
|
||||
{--- Part IV Carryover of Unallowed Expenses to Next Year --- }
|
||||
{--------------------------------------------- }
|
||||
Round_PDF_to_Whole_Dollars n { Controls format of PDF form. (answer: Yes, No) }
|
||||
{--------------------------------------------- }
|
||||
|
||||
@@ -0,0 +1,71 @@
|
||||
Title: 2024 Form 8829 Expenses for Business Use of Your Home
|
||||
{ Provide a Schedule C filename for autofill of YourName, YourSocSec#, and L8. }
|
||||
FileNameSchC { File-name of Federal Schedule C output file. Optional. }
|
||||
{--- Your Identity --- }
|
||||
|
||||
YourName: { Leave blank and provide a Schedule C filename for autofill }
|
||||
YourSocSec#: { Leave blank and provide a Schedule C filename for autofill }
|
||||
|
||||
{--- Part I Part of Your Home Used for Business --- }
|
||||
|
||||
L1 ; { Area used regularly and exclusively for business, regularly for daycare, or for storage of inventory
|
||||
or product samples}
|
||||
|
||||
L2 ; { Total area of home}
|
||||
|
||||
{-- For daycare facilities not used exclusively for business, go to line 4. All others, go to line 7 --}
|
||||
|
||||
L4 ; { Multiply days used for daycare during year by hours used per day.
|
||||
Leave blank or 0.00 for non-daycare business, or daycare area used exclusively for business }
|
||||
L5 8,784 ; { If you started or stopped using your home for daycare during the year
|
||||
see instructions; otherwise, enter 8784 }
|
||||
|
||||
|
||||
{--- Part II Figure Your Allowable Deduction ---}
|
||||
|
||||
L8 ; { Enter the amount from Schedule C, line 29, plus any gain derived from the business use of your
|
||||
home, minus any loss from the trade or business no derived from the business use of your home.
|
||||
Enter 0 and provide a Schedule C filename for autofill }
|
||||
|
||||
{-- Direct expenses --}
|
||||
L9a ; { Casualty losses }
|
||||
L10a ; { Deductible mortgage interest }
|
||||
L11a ; { Real Estate Taxes }
|
||||
L16a ; { Excess mortgage interest }
|
||||
L17a ; { Excess real estate taxes }
|
||||
L18a ; { Insurance }
|
||||
L19a ; { Rent }
|
||||
L20a ; { Repairs and maintenance }
|
||||
L21a ; { Utilities }
|
||||
L22a ; { Other expenses }
|
||||
|
||||
{-- Indirect expenses --}
|
||||
L9b ; { Casualty losses }
|
||||
L10b ; { Deductible mortgage interest }
|
||||
L11b ; { Real Estate Taxes }
|
||||
L16b ; { Excess mortgage interest }
|
||||
L17b ; { Excess real estate taxes }
|
||||
L18b ; { Insurance }
|
||||
L19b ; { Rent }
|
||||
L20b ; { Repairs and maintenance }
|
||||
L21b ; { Utilities }
|
||||
L22b ; { Other expenses }
|
||||
|
||||
{-- Allowable Deductions --}
|
||||
L25 ; { Carryover of prior year operating expenses }
|
||||
L29 ; { Excess casualty losses }
|
||||
L31 ; { Carryover of prior year excess casualty loss and depreciation }
|
||||
L35 ; { Casualty loss portion, if any, from lines 14 and 33. Carry amount to Form 4684 }
|
||||
|
||||
|
||||
{--- Part III Depreciation of Your Home --- }
|
||||
L37 ; {Enter the smaller of your home's adjusted basis or its fair market value.}
|
||||
L38 ; {Value of land included on line 37}
|
||||
L41 ; {Depreciation percentage (see instructions) }
|
||||
|
||||
{--- Part IV Carryover of Unallowed Expenses to Next Year --- }
|
||||
|
||||
|
||||
{--------------------------------------------- }
|
||||
Round_PDF_to_Whole_Dollars n { Controls format of PDF form. (answer: Yes, No) }
|
||||
{--------------------------------------------- }
|
||||
@@ -0,0 +1,30 @@
|
||||
Title: 2024 Form 8959 Additional Medicare Tax
|
||||
|
||||
{--- Your Identity --- }
|
||||
YourName: George Washington
|
||||
YourSocSec#: 123-45-6789
|
||||
{--- Filing Status ---}
|
||||
Status Married/Joint { Single, Married/Joint, Head_of_House, Married/Sep, Widow(er) }
|
||||
{--- Part I Additional Medicare Tax on Medicare Wages --- }
|
||||
L1 450000 ; { Medicare wages and tips from Form W-2, box 5. If you
|
||||
have more than one Form W-2, enter the total of the amounts
|
||||
from box 5}
|
||||
L2 0 ; { Unreported tips from Form 4137, line 6}
|
||||
L3 0 ; { Wages from Form 8919, line 6}
|
||||
{--- Part II Additional Medicare Tax on Self-Employment Income ---}
|
||||
L8 100000 ; { Self-employment income from Schedule SE (Form 1040),
|
||||
Part I, line 6. If you had a loss, enter -0- (Form 1040-PR
|
||||
or 1040-SS filers, see instructions.)}
|
||||
{--- Part III Additional Medicare Tax on Railroad Retirement Tax Act (RRTA) Compensation --- }
|
||||
L14 50000 ; { Railroad retirement (RRTA) compensation and tips from
|
||||
Form(s) W-2, box 14 (see instructions)}
|
||||
{--- Part V Withholding Reconciliation --- }
|
||||
L19 25 ; { Medicare tax withheld from Form W-2, box 6. If you have
|
||||
more than one Form W-2, enter the total of the amounts from
|
||||
box 6}
|
||||
L23 45 ; { Additional Medicare Tax withholding on railroad
|
||||
retirement (RRTA) compensation from Form W-2, box 14 (see
|
||||
instructions)}
|
||||
{--------------------------------------------- }
|
||||
Round_PDF_to_Whole_Dollars Y { Controls format of PDF form. (answer: Yes, No) }
|
||||
|
||||
@@ -0,0 +1,45 @@
|
||||
Title: 2024 Form 8959 Additional Medicare Tax
|
||||
|
||||
{--- Your Identity --- }
|
||||
|
||||
YourName:
|
||||
YourSocSec#:
|
||||
|
||||
{--- Filing Status ---}
|
||||
|
||||
Status { Single, Married/Joint, Head_of_House, Married/Sep, Widow(er) }
|
||||
|
||||
{--- Part I Additional Medicare Tax on Medicare Wages --- }
|
||||
|
||||
L1 ;{ Medicare wages and tips from Form W-2, box 5. If you
|
||||
have more than one Form W-2, enter the total of the amounts
|
||||
from box 5}
|
||||
|
||||
L2 ;{ Unreported tips from Form 4137, line 6}
|
||||
|
||||
L3 ;{ Wages from Form 8919, line 6}
|
||||
|
||||
{--- Part II Additional Medicare Tax on Self-Employment Income ---}
|
||||
|
||||
L8 ;{ Self-employment income from Schedule SE (Form 1040),
|
||||
Part I, line 6. If you had a loss, enter -0- (Form 1040-PR
|
||||
or 1040-SS filers, see instructions.)}
|
||||
|
||||
{--- Part III Additional Medicare Tax on Railroad Retirement Tax Act (RRTA) Compensation --- }
|
||||
|
||||
L14 ;{ Railroad retirement (RRTA) compensation and tips from
|
||||
Form(s) W-2, box 14 (see instructions)}
|
||||
|
||||
{--- Part V Withholding Reconciliation --- }
|
||||
|
||||
L19 ;{ Medicare tax withheld from Form W-2, box 6. If you have
|
||||
more than one Form W-2, enter the total of the amounts from
|
||||
box 6}
|
||||
|
||||
L23 ;{ Additional Medicare Tax withholding on railroad
|
||||
retirement (RRTA) compensation from Form W-2, box 14 (see
|
||||
instructions)}
|
||||
|
||||
{--------------------------------------------- }
|
||||
Round_PDF_to_Whole_Dollars Y { Controls format of PDF form. (answer: Yes, No) }
|
||||
|
||||
@@ -0,0 +1,48 @@
|
||||
Title: 2024 Form 8960 Net Investment Income Tax-Individuals, Estates, and Trusts
|
||||
|
||||
{--- Your Identity --- }
|
||||
YourName: Thomas Jefferson
|
||||
YourSocSec#: 987-65-4321
|
||||
{--- Filing Status ---}
|
||||
Status Single { Single, Married/Joint, Head_of_House, Married/Sep, Widow(er) }
|
||||
Entity Individual { Filing For? (answer: Individual, Estate/Trust) }
|
||||
{--- Part I Investment Income --- }
|
||||
Sec6013g No { Section 6013(g) election (see instructions) (answer: Yes No ) }
|
||||
Sec6013h No { Section 6013(h) election (see instructions) (answer: Yes No ) }
|
||||
Sec1141_10g No { Regulations section 1.1411-10(g) election (see instructions)
|
||||
(answer: Yes No ) }
|
||||
L1 100000 ; { Taxable interest (see instructions)}
|
||||
L2 200000 ; { Ordinary dividends (see instructions)}
|
||||
L3 50000 ; { Annuities (see instructions)}
|
||||
L4a 150000 ; { Rental real estate, royalties, partnerships, S
|
||||
corporations, trusts, etc. (see instructions))}
|
||||
L4b 0 ; { Adjustment for net income or loss derived in the
|
||||
ordinary course of a non- section 1411 trade or business
|
||||
(see instructions)}
|
||||
L5a 250000 ; { Net gain or loss from disposition of property (see
|
||||
instructions)}
|
||||
L5b 300000 ; { Net gain or loss from disposition of property that is
|
||||
not subject to net investment income tax (see instructions)}
|
||||
L5c 20000 ; { Adjustment from disposition of partnership interest or S
|
||||
corporation stock (see instructions)}
|
||||
L6 10000 ; { Adjustments to investment income for certain CFCs and
|
||||
PFICs (see instructions)}
|
||||
L7 40000 ; { Other modifications to investment income (see
|
||||
instructions)}
|
||||
{--- Part II Investment Expenses Allocable to Investment Income and Modifications ---}
|
||||
L9a 100000 ; { Investment interest expenses (see instructions)}
|
||||
L9b 250000 ; { State, local, and foreign income tax (see instructions)}
|
||||
L9c 2500 ; { Miscellaneous investment expenses (see instructions)}
|
||||
L10 5000 ; { Additional modifications (see instructions)}
|
||||
{--- Part III Tax Computation --- }
|
||||
{ --- Individuals ---}
|
||||
L13 ; { Modified adjusted gross income (see instructions)}
|
||||
{ --- Estates and Trusts ---}
|
||||
L18b ; { Deductions for distributions of net investment income
|
||||
and deductions under section 642(c) (see instructions)}
|
||||
L19a ; { Adjusted Gross Income (see instructions)}
|
||||
L19b ; { Highest tax bracket for estates and trusts for the year
|
||||
(see instructions)}
|
||||
{--------------------------------------------- }
|
||||
Round_PDF_to_Whole_Dollars Y { Controls format of PDF form. (answer: Yes, No) }
|
||||
|
||||
@@ -0,0 +1,79 @@
|
||||
Title: 2024 Form 8960 Net Investment Income Tax-Individuals, Estates, and Trusts
|
||||
|
||||
{--- Your Identity --- }
|
||||
|
||||
YourName:
|
||||
YourSocSec#:
|
||||
|
||||
{--- Filing Status ---}
|
||||
|
||||
Status { Single, Married/Joint, Head_of_House, Married/Sep, Widow(er) }
|
||||
|
||||
Entity { Filing For? (answer: Individual, Estate/Trust) }
|
||||
|
||||
{--- Part I Investment Income --- }
|
||||
|
||||
Sec6013g { Section 6013(g) election (see instructions) (answer: Yes No ) }
|
||||
|
||||
Sec6013h { Section 6013(h) election (see instructions) (answer: Yes No ) }
|
||||
|
||||
Sec1141_10g { Regulations section 1.1411-10(g) election (see instructions)
|
||||
(answer: Yes No ) }
|
||||
|
||||
L1 ;{ Taxable interest (see instructions)}
|
||||
|
||||
L2 ;{ Ordinary dividends (see instructions)}
|
||||
|
||||
L3 ;{ Annuities (see instructions)}
|
||||
|
||||
L4a ;{ Rental real estate, royalties, partnerships, S
|
||||
corporations, trusts, etc. (see instructions))}
|
||||
|
||||
L4b ;{ Adjustment for net income or loss derived in the
|
||||
ordinary course of a non- section 1411 trade or business
|
||||
(see instructions)}
|
||||
|
||||
L5a ;{ Net gain or loss from disposition of property (see
|
||||
instructions)}
|
||||
|
||||
L5b ;{ Net gain or loss from disposition of property that is
|
||||
not subject to net investment income tax (see instructions)}
|
||||
|
||||
L5c ;{ Adjustment from disposition of partnership interest or S
|
||||
corporation stock (see instructions)}
|
||||
|
||||
L6 ;{ Adjustments to investment income for certain CFCs and
|
||||
PFICs (see instructions)}
|
||||
|
||||
L7 ;{ Other modifications to investment income (see
|
||||
instructions)}
|
||||
|
||||
{--- Part II Investment Expenses Allocable to Investment Income and Modifications ---}
|
||||
|
||||
L9a ;{ Investment interest expenses (see instructions)}
|
||||
|
||||
L9b ;{ State, local, and foreign income tax (see instructions)}
|
||||
|
||||
L9c ;{ Miscellaneous investment expenses (see instructions)}
|
||||
|
||||
L10 ;{ Additional modifications (see instructions)}
|
||||
|
||||
{--- Part III Tax Computation --- }
|
||||
|
||||
{ --- Individuals ---}
|
||||
|
||||
L13 ;{ Modified adjusted gross income (see instructions)}
|
||||
|
||||
{ --- Estates and Trusts ---}
|
||||
|
||||
L18b ;{ Deductions for distributions of net investment income
|
||||
and deductions under section 642(c) (see instructions)}
|
||||
|
||||
L19a ;{ Adjusted Gross Income (see instructions)}
|
||||
|
||||
L19b ;{ Highest tax bracket for estates and trusts for the year
|
||||
(see instructions)}
|
||||
|
||||
{--------------------------------------------- }
|
||||
Round_PDF_to_Whole_Dollars Y { Controls format of PDF form. (answer: Yes, No) }
|
||||
|
||||
@@ -0,0 +1,32 @@
|
||||
Title: 2024 Form 8995 Qualified Business Income Deduction Simplified Computation - EXAMPLE 1
|
||||
{ For filers with a single schedule C, entering '0' in L1_i_c, and
|
||||
providing both a 1040 and Schedule C filename, will cause auto calculation. }
|
||||
FileName1040 tax_form_files/US_1040/US_1040_example_out.txt { File-name of Federal Return output file. Required. }
|
||||
FileNameSchC tax_form_files/US_1040_Sched_C/US_1040Sched_C_2024_example_out.txt { File-name of Federal Schedule C output file. Optional. }
|
||||
{-- Row "i" --}
|
||||
L1_i_a: Tweeter { (a) Trade, business, or aggregation name }
|
||||
L1_i_b: YYY-YYYY-YYY { (b) Taxpayer identification number }
|
||||
L1_i_c 130805 ; { (c) Qualified business income or (loss) }
|
||||
{-- Row "ii" --}
|
||||
L1_ii_a: GetRichQuick LLC { (a) Trade, business, or aggregation name }
|
||||
L1_ii_b: ZZZ-ZZZZ-ZZZ { (b) Taxpayer identification number }
|
||||
L1_ii_c -10,456 ; { (c) Qualified business income or (loss) }
|
||||
{-- Row "iii" --}
|
||||
L1_iii_a: LoseItAll { (a) Trade, business, or aggregation name }
|
||||
L1_iii_b: 111-1111-1111 { (b) Taxpayer identification number }
|
||||
L1_iii_c 24566 ; { (c) Qualified business income or (loss) }
|
||||
{-- Row "iv" --}
|
||||
L1_iv_a: AnotherDamnSocialMediaCompany { (a) Trade, business, or aggregation name }
|
||||
L1_iv_b: 222-2222-222 { (b) Taxpayer identification number }
|
||||
L1_iv_c 4567 ; { (c) Qualified business income or (loss) }
|
||||
{-- Row "v" --}
|
||||
L1_v_a: MyFolly { (a) Trade, business, or aggregation name }
|
||||
L1_v_b: 333-3333-333 { (b) Taxpayer identification number }
|
||||
L1_v_c -35000 ; { (c) Qualified business income or (loss) }
|
||||
L3 -5 ; { Qualified business net (loss) carryforward from the prior year. Enter negative value for loss. }
|
||||
L6 2222 ; { Qualified REIT dividends and publicly traded partnership (PTP) income or (loss) }
|
||||
L7 -3456 ; { Qualified REIT dividends and qualified PTP (loss) carryforward from the prior year. Enter negative value for loss. }
|
||||
L12 2 ; { Net capital gain }
|
||||
{--------------------------------------------- }
|
||||
Round_PDF_to_Whole_Dollars Y { Controls format of PDF form. (answer: Yes, No) }
|
||||
|
||||
@@ -0,0 +1,33 @@
|
||||
Title: 2024 Form 8995 Qualified Business Income Deduction Simplified Computation - EXAMPLE 2
|
||||
{ For filers with a single schedule C, entering '0' in L1_i_c, and
|
||||
providing both a 1040 and Schedule C filename, will cause auto calculation. }
|
||||
FileName1040 tax_form_files/US_1040/US_1040_example_out.txt { File-name of Federal Return output file. Required. }
|
||||
FileNameSchC tax_form_files/US_1040_Sched_C/US_1040Sched_C_2024_example_out.txt { File-name of Federal Schedule C output file. Optional. }
|
||||
{-- Row "i" --}
|
||||
L1_i_a: Flutter { (a) Trade, business, or aggregation name }
|
||||
L1_i_b: YYY-YYYY-YYY { (b) Taxpayer identification number }
|
||||
L1_i_c 0 ; { (c) Qualified business income or (loss) }
|
||||
{-- Row "ii" --}
|
||||
L1_ii_a: Havaparty LLC { (a) Trade, business, or aggregation name }
|
||||
L1_ii_b: ZZZ-ZZZZ-ZZZ { (b) Taxpayer identification number }
|
||||
L1_ii_c 10,456 ; { (c) Qualified business income or (loss) }
|
||||
{-- Row "iii" --}
|
||||
L1_iii_a: WinitAll Inc { (a) Trade, business, or aggregation name }
|
||||
L1_iii_b: 111-1111-1111 { (b) Taxpayer identification number }
|
||||
L1_iii_c 32768 ; { (c) Qualified business income or (loss) }
|
||||
{-- Row "iv" --}
|
||||
L1_iv_a: CryptoScammers Co { (a) Trade, business, or aggregation name }
|
||||
L1_iv_b: 222-2222-222 { (b) Taxpayer identification number }
|
||||
L1_iv_c 7895 ; { (c) Qualified business income or (loss) }
|
||||
{-- Row "v" --}
|
||||
L1_v_a: ThisOneIsASureThing LLC { (a) Trade, business, or aggregation name }
|
||||
L1_v_b: 444-4444-444 { (b) Taxpayer identification number }
|
||||
L1_v_c -65356 ; { (c) Qualified business income or (loss) }
|
||||
L3 -350000 ; { Qualified business net (loss) carryforward from the prior year. Enter negative value for loss }
|
||||
L6 4444 ; { Qualified REIT dividends and publicly traded partnership (PTP) income or (loss) }
|
||||
L7 -3456 ; { Qualified REIT dividends and qualified PTP (loss) carryforward from the prior year. Enter negative value for loss }
|
||||
L12 2 ; { Net capital gain }
|
||||
{--------------------------------------------- }
|
||||
|
||||
Round_PDF_to_Whole_Dollars Y { Controls format of PDF form. (answer: Yes, No) }
|
||||
|
||||
@@ -0,0 +1,42 @@
|
||||
Title: 2024 Form 8995 Qualified Business Income Deduction Simplified Computation
|
||||
|
||||
{ For filers with a single schedule C, entering '0' in L1_i_c, and
|
||||
providing both a 1040 and Schedule C filename, will cause auto calculation. }
|
||||
FileName1040 { File-name of Federal Return output file. Required. }
|
||||
FileNameSchC { File-name of Federal Schedule C output file. Optional. }
|
||||
|
||||
{-- Row "i" --}
|
||||
L1_i_a: { (a) Trade, business, or aggregation name }
|
||||
L1_i_b: { (b) Taxpayer identification number }
|
||||
L1_i_c ; { (c) Qualified business income or (loss); enter 0 and provide both 1040 and schedule C filenames for auto calculation }
|
||||
|
||||
{-- Row "ii" --}
|
||||
L1_ii_a: { (a) Trade, business, or aggregation name }
|
||||
L1_ii_b: { (b) Taxpayer identification number }
|
||||
L1_ii_c ; { (c) Qualified business income or (loss) }
|
||||
|
||||
{-- Row "iii" --}
|
||||
L1_iii_a: ; { (a) Trade, business, or aggregation name }
|
||||
L1_iii_b: { (b) Taxpayer identification number }
|
||||
L1_iii_c ; { (c) Qualified business income or (loss) }
|
||||
|
||||
{-- Row "iv" --}
|
||||
L1_iv_a: { (a) Trade, business, or aggregation name }
|
||||
L1_iv_b: { (b) Taxpayer identification number }
|
||||
L1_iv_c ; { (c) Qualified business income or (loss) }
|
||||
|
||||
{-- Row "v" --}
|
||||
L1_v_a: { (a) Trade, business, or aggregation name }
|
||||
L1_v_b: { (b) Taxpayer identification number }
|
||||
L1_v_c ; { (c) Qualified business income or (loss) }
|
||||
|
||||
{-- Calculations --}
|
||||
L3 ; { Qualified business net (loss) carryforward from the prior year. Enter negative value for loss }
|
||||
L6 ; { Qualified REIT dividends and publicly traded partnership (PTP) income or (loss) }
|
||||
L7 ; { Qualified REIT dividends and qualified PTP (loss) carryforward from the prior year. Enter negative value for loss }
|
||||
L12 ; { Net capital gain }
|
||||
|
||||
{--------------------------------------------- }
|
||||
|
||||
Round_PDF_to_Whole_Dollars Y { Controls format of PDF form. (answer: Yes, No) }
|
||||
|
||||
@@ -0,0 +1,265 @@
|
||||
Title: Form 5805 for Tax Year 2024
|
||||
|
||||
{--- Your Identity ---}
|
||||
YourName: Thomas Paine
|
||||
YourSocSec#: 111-11-1111
|
||||
{--- Filing Status ---}
|
||||
Entity Individual { Filing For? (answer: Individual, Estate/Trust) }
|
||||
Status Single { Single, Married/Joint, Head_of_House, Married/Sep, Widow(er)
|
||||
Estates/Trusts MUST choose \"Single\" }
|
||||
{Are you requesting a waiver of the penalty? }
|
||||
Quest1 No { (answer: Yes, No) }
|
||||
{Did you use the annualized income installment method? }
|
||||
Quest2 Yes { (answer: Yes, No) }
|
||||
{Was your California withholding not withheld in equal installments and
|
||||
are you able to show the actual amounts withheld per period and the actual
|
||||
dates withheld?}
|
||||
Quest3 N/A { (answer: Yes, No, N/A) }
|
||||
{If "Yes," enter the actual uneven amounts withheld on the spaces provided
|
||||
below. The total of the four amounts must equal the total withholding
|
||||
reported on Form 540, line 71 and line 73; Form 540NR, line 81 and line 83;
|
||||
or Form 541, line 29 and line 31. }
|
||||
Wthd_Per_1 ; { Amount Withheld for period with estimated tax due date
|
||||
4/15/23 }
|
||||
Wthd_Per_2 ; { Amount Withheld for period with estimated tax due date
|
||||
6/15/23 }
|
||||
Wthd_Per_3 ; { Amount Withheld for period with estimated tax due date
|
||||
9/15/23 }
|
||||
Wthd_Per_4 ; { Amount Withheld for period with estimated tax due date
|
||||
1/15/24 }
|
||||
{For estates and trusts: Was the date of death less than two years from
|
||||
the end of the taxable year? Estates and grantor trusts, which receive
|
||||
the residue of the decedent’s estate, are required to make estimated
|
||||
income tax payments for any year ending two or more years after the date
|
||||
of the decedent’s death. If you answer “Yes” this question, click "Save"
|
||||
and "Compute Tax" to complete Part I only and attach form FTB 5805 to the
|
||||
back of your tax return. }
|
||||
Quest4 { (answer: Yes, No) }
|
||||
{--- Part II Required Annual Payment. All filers must complete this part. ---}
|
||||
L1 75000 ; { Current year tax. Enter your 2024 tax after credits. See
|
||||
instructions.}
|
||||
L3 3000 ; { Withholding taxes. Do not include any estimated tax
|
||||
payments on this line. See instructions.}
|
||||
L5 72000 ; { Enter the tax shown on your 2023 tax return. See
|
||||
instructions. (110% (1.10) of that amount if the adjusted
|
||||
gross income shown on that return is more than $150,000, or
|
||||
if married/RDP filing a separate return for 2024, more than
|
||||
$75,000}
|
||||
CA_AGI 480000 ; { Enter your California Adusted Gross Income (AGI) }
|
||||
{--- Short Method - Skip this part if using the Annualized Income Installment Method ---}
|
||||
{Caution: See the instructions to find out if you can use the short method.
|
||||
If you answered "Yes'' to Question 2 in Part I, skip this part and go to
|
||||
Part III. If you answered "No'' to Question 2 in Part I and you cannot use
|
||||
the short method, see page 4 of the instructions and go to Worksheet II
|
||||
below. }
|
||||
L8 ; { Enter the total amount, if any, of estimated tax
|
||||
payments you made }
|
||||
{Click "Save" to save this form and then click "Compute Tax". Look for
|
||||
the amount on line 10. If zero or less, stop. You do not owe the penalty.
|
||||
Do not file form FTB 5805. Otherwise, return to the form and complete the
|
||||
next entry (Num_Days). Again click "Save" amd "Compute Tax" to calculate your
|
||||
penalty. }
|
||||
{If the amount on line 10 was paid ON OR AFTER 4/15/24, enter -0-.
|
||||
Otherwise, enter number of days the amount on line 10 was paid BEFORE
|
||||
4/15/24. }
|
||||
Num_Days ; { Number of days }
|
||||
{--- Part III Annualized Income Installment Method Schedule. ---}
|
||||
{Use this schedule ONLY if you earned taxable income at an UNEVEN RATE
|
||||
during 2024. If you earned your income at approximately the same rate each
|
||||
month, then you should not complete this schedule. If you choose to figure
|
||||
the penalty, see Worksheet II, Regular Method to Figure Your Underpayment
|
||||
and Penalty, on page 4 of the instructions. Worksheet II is available
|
||||
below. }
|
||||
{IMPORTANT: NOTE CAREFULLY THE STARTING AND ENDING DATES FOR EACH PERIOD.
|
||||
THE PERIODS ALL BEGIN JANUARY 1. THEY ARE NOT CALENDAR QUARTERS! Fiscal
|
||||
year filers must adjust dates accordingly.}
|
||||
SchdAI_1a 50000 ; { Enter your California adjusted gross income (AGI) for
|
||||
the period 1/1/23-3/31/23. Form 540NR filers, see
|
||||
instructions. Estates or Trusts, enter the amount from Form
|
||||
541, line 20 attributable to the period 1/1/23-2/28/23).}
|
||||
SchdAI_1b 80000 ; { Enter your California adjusted gross income (AGI) for
|
||||
the period 1/1/23-5/31/23. Form 540NR filers, see
|
||||
instructions. Estates or Trusts, enter the amount from Form
|
||||
541, line 20 attributable to the period 1/1/23-4/30/23)}
|
||||
SchdAI_1c 90000 ; { Enter your California adjusted gross income (AGI) for
|
||||
the period 1/1/23-8/31/23. Form 540NR filers, see
|
||||
instructions. Estates or Trusts, enter the amount from Form
|
||||
541, line 20 attributable to the period 1/1/23-7/31/23)}
|
||||
SchdAI_1d 480000 ; { Enter your California adjusted gross income (AGI) for
|
||||
the period 1/1/23-12/31/23. Form 540NR filers, see
|
||||
instructions. Estates or Trusts, enter the amount from Form
|
||||
541, line 20 attributable to the period 1/1/23-11/30/23)}
|
||||
SchdAI_4a 7000 ; { If you itemize, enter itemized deductions for the period
|
||||
1/1/23-3/31/23; otherwise, enter -0-. Estates and trusts:
|
||||
enter "0". }
|
||||
SchdAI_4b 9000 ; { If you itemize, enter itemized deductions for the period
|
||||
1/1/23-5/31/23; otherwise, enter -0-. Estates and trusts:
|
||||
enter "0". }
|
||||
SchdAI_4c 10000 ; { If you itemize, enter itemized deductions for the period
|
||||
1/1/23-8/31/23; otherwise, enter -0-. Estates and trusts:
|
||||
enter "0". }
|
||||
SchdAI_4d 20000 ; { If you itemize, enter itemized deductions for the period
|
||||
1/1/23-12/31/23; otherwise, enter -0-. Estates and
|
||||
trusts: enter "0". }
|
||||
SchdAI_7a 12550 ; { Enter the full amount of your standard deduction from
|
||||
your 2024 Form 540 or Form 540NR,, line 18, even if you itemized. See
|
||||
instructions. Estates and trusts: enter "0".}
|
||||
SchdAI_10a_add ; { For individuals, and for estates/trusts, this program will automatically
|
||||
calculate the estimated tax due on the amount on line 9. Enter certain
|
||||
additional taxes for the period here, such as tax from form FTB 3803
|
||||
(see instructions). NOTE: AMT and mental health services tax are entered
|
||||
below on line 14b. Estates or Trusts, see form 541 instructions for
|
||||
information about additional taxes you may need to add here.
|
||||
}
|
||||
SchdAI_10b_add ; { For individuals, and for estates/trusts, this program will automatically
|
||||
calculate the estimated tax due on the amount on line 9. Enter certain
|
||||
additional taxes for the period here, such as tax from form FTB 3803
|
||||
(see instructions). NOTE: AMT and mental health services tax are entered
|
||||
below on line 14b. Estates or Trusts, see form 541 instructions for
|
||||
information about additional taxes you may need to add here.
|
||||
}
|
||||
SchdAI_10c_add ; { For individuals, and for estates/trusts, this program will automatically
|
||||
calculate the estimated tax due on the amount on line 9. Enter certain
|
||||
additional taxes for the period here, such as tax from form FTB 3803
|
||||
(see instructions). NOTE: AMT and mental health services tax are entered
|
||||
below on line 14b. Estates or Trusts, see form 541 instructions for
|
||||
information about additional taxes you may need to add here.
|
||||
}
|
||||
SchdAI_10d_add ; { For individuals, and for estates/trusts, this program will automatically
|
||||
calculate the estimated tax due on the amount on line 9. Enter certain
|
||||
additional taxes for the period here, such as tax from form FTB 3803
|
||||
(see instructions). NOTE: AMT and mental health services tax are entered
|
||||
below on line 14b. Estates or Trusts, see form 541 instructions for
|
||||
information about additional taxes you may need to add here.
|
||||
}
|
||||
SchdAI_11a 280 ; { Enter the total amount of exemption credits from your
|
||||
2024 Form 540, line 32 or Form 541, line 22. See
|
||||
instructions. If you filed a Form 540NR, see instructions.}
|
||||
SchdAI_11b 280 ; { Enter the total amount of exemption credits from your
|
||||
2024 Form 540, line 32 or Form 541, line 22. See
|
||||
instructions. If you filed a Form 540NR, see instructions.}
|
||||
SchdAI_11c 280 ; { Enter the total amount of exemption credits from your
|
||||
2024 Form 540, line 32 or Form 541, line 22. See
|
||||
instructions. If you filed a Form 540NR, see instructions.}
|
||||
SchdAI_11d 280 ; { Enter the total amount of exemption credits from your
|
||||
2024 Form 540, line 32 or Form 541, line 22. See
|
||||
instructions. If you filed a Form 540NR, see instructions.}
|
||||
SchdAI_13a 3000 ; { Enter the total credit amount from your 2024 Form 540,
|
||||
line 47; or Form 541, line 23. Form 540NR filers, see
|
||||
instructions.}
|
||||
SchdAI_13b 4000 ; { Enter the total credit amount from your 2024 Form 540,
|
||||
line 47; or Form 541, line 23. Form 540NR filers, see
|
||||
instructions.}
|
||||
SchdAI_13c 6000 ; { Enter the total credit amount from your 2024 Form 540,
|
||||
line 47; or Form 541, line 23. Form 540NR filers, see
|
||||
instructions.}
|
||||
SchdAI_13d 10000 ; { Enter the total credit amount from your 2024 Form 540,
|
||||
line 47; or Form 541, line 23. Form 540NR filers, see
|
||||
instructions.}
|
||||
SchdAI_14ba 0 ; { Enter the alternative minimum tax and mental health tax
|
||||
for the period 1/1/23-3/31/23. Estates and trusts: for the
|
||||
period 1/1/23-2/28/23. Figure the alternative minimum tax
|
||||
and mental health services tax you owe based on income
|
||||
earned during the period. }
|
||||
SchdAI_14bb 0 ; { Enter the alternative minimum tax and mental health tax
|
||||
for the period 1/1/23-5/31/23. Estates and trusts: for the
|
||||
period 1/1/23-4/30/23. Figure the alternative minimum tax
|
||||
and mental health services tax you owe based on income
|
||||
earned during the period. }
|
||||
SchdAI_14bc 0 ; { Enter the alternative minimum tax and mental health tax
|
||||
for the period 1/1/23-8/31/23. Estates and trusts: for the
|
||||
period 1/1/23-7/31/23. Figure the alternative minimum tax
|
||||
and mental health services tax you owe based on income
|
||||
earned during the period. }
|
||||
SchdAI_14bd ; { Enter the amounts from your 2024 Form 540, line 61 and
|
||||
line 62; 2023 Form 540NR, line 71 and line 72; or 2023 Form
|
||||
541, line 26 and line 27.}
|
||||
SchdAI_14da 0 ; { Enter the excess SDI from Form 540, line 74 or Form
|
||||
540NR, line 84. }
|
||||
SchdAI_14db 0 ; { Enter the excess SDI from Form 540, line 74 or Form
|
||||
540NR, line 84.}
|
||||
SchdAI_14dc 0 ; { Enter the excess SDI from Form 540, line 74 or Form
|
||||
540NR, line 84.}
|
||||
SchdAI_14dd 0 ; { Enter the excess SDI from Form 540, line 74 or Form
|
||||
540NR, line 84.}
|
||||
{--- Federal Annualized Income Worksheet ---}
|
||||
{NOTE: If you are a nonresident military servicemember domiciled outside
|
||||
of California, subtract your military pay from your federal AGI. }
|
||||
FAIWS_1a 50000 ; { Enter your federal adjusted gross income for the period
|
||||
1/1/23-3/31/23. See instructions for federal Form 2210,
|
||||
Schedule AI, Part I, line 1. (Estates and trusts: enter
|
||||
your taxable income without your exemption for the period
|
||||
1/1/23-2/28/23),}
|
||||
FAIWS_1b 80000 ; { Enter your federal adjusted gross income for the period
|
||||
1/1/23-5/31/23. See instructions for federal Form 2210,
|
||||
Schedule AI, Part I, line 1. (Estates and trusts: enter
|
||||
your taxable income without your exemption for the period
|
||||
1/1/23-4/30/23),}
|
||||
FAIWS_1c 100000 ; { Enter your federal adjusted gross income for the period
|
||||
1/1/23-8/31/23. See instructions for federal Form 2210,
|
||||
Schedule AI, Part I, line 1. (Estates and trusts: enter
|
||||
your taxable income without your exemption for the period
|
||||
1/1/23-7/31/23),}
|
||||
FAIWS_1d 500000 ; { Enter your federal adjusted gross income for the period
|
||||
1/1/23-12/31/23. See instructions for federal Form 2210,
|
||||
Schedule AI, Part I, line 1. (Estates and trusts: enter
|
||||
your taxable income without your exemption for the period
|
||||
1/1/23-11/30/23),}
|
||||
{--- Line 6 Worksheet (for high-income filers who itemize deductions) ---}
|
||||
L6WS_2a 0 ; { Enter the sum of the amounts on federal Schedule A (Form
|
||||
1040), line 4, line 9, and line 15 plus any gambling losses
|
||||
included on line 16 for the period 1/1/23-3/31/23 (Estates
|
||||
and trusts: for the period 1/1/23-2/28/23). }
|
||||
L6WS_2b 0 ; { Enter the sum of the amounts on federal Schedule A (Form
|
||||
1040), line 4, line 9, and line 15 plus any gambling losses
|
||||
included on line 16 for the period 1/1/23-5/31/23.
|
||||
(Estates and trusts: for the period 1/1/23-4/30/23)..}
|
||||
L6WS_2c 0 ; { Enter the sum of the amounts on federal Schedule A (Form
|
||||
1040), line 4, line 9, and line 15 plus any gambling losses
|
||||
included on line 16 for the period 1/1/23-8/31/23.
|
||||
(Estates and trusts: for the period 1/1/23-7/31/23),}
|
||||
L6WS_2d 0 ; { Enter the sum of the amounts on federal Schedule A (Form
|
||||
1040), line 4, line 9, and line 15 plus any gambling losses
|
||||
included on line 16 for the period 1/1/23-12/31/23.
|
||||
(Estates and trusts: for the period 1/1/23-11/30/23).}
|
||||
{--- Worksheet II - Regular Method to Figure Your Underpayment and Penalty ---}
|
||||
{NOTE: The entries below are NOT CUMULATIVE. Enter the amount that was
|
||||
paid each period by that period's due date. }
|
||||
WSII_2a ; { Enter the estimated tax payments for the period
|
||||
1/1/23-3/31/23 that were made by 4/15/23, including any
|
||||
overpayment of tax from your 2022 tax return that you
|
||||
elected to apply to the 2023 estimated tax.}
|
||||
WSII_2b ; { Enter the estimated tax payments for the period
|
||||
1/1/23-5/31/23 that were made by 6/15/23.}
|
||||
WSII_2c ; { Enter the estimated tax payments for the period
|
||||
1/1/23-8/31/23 that were made by 9/15/23.}
|
||||
WSII_2d 20000 ; { Enter the estimated tax payments for the period
|
||||
1/1/23-12/31/23 that were made by 1/15/24}
|
||||
{After you make the above entries, click "Save" and then click "Calculate
|
||||
Tex" to see if you have an underpayment for any period. If so, you may owe
|
||||
a penalty. Read the instructions for how to calculate the penalty, make
|
||||
the following entires, and again click "Save" and "Calculate Tax". Because
|
||||
calculating the penalty can be complex, carefully check the results to
|
||||
ensure that they are correct for your particular tax situation.}
|
||||
WSII_10a 261 ; { Number of days from 4/15/24 to the date the amount on
|
||||
line 8 was paid or 12/31/24, whichever is earlier (see
|
||||
instructions).}
|
||||
WSII_10b 200 ; { Number of days from 6/15/24 to the date the amount on
|
||||
line 8 was paid or 12/31/24, whichever is earlier (see
|
||||
instructions).}
|
||||
WSII_12a 105 ; { Number of days from 1/1/24 to the date the amount on
|
||||
line 8 was paid or 4/15/24, whichever is earlier (see
|
||||
instructions).}
|
||||
WSII_12b 105 ; { Number of days from 1/1/24 to the date the amount on
|
||||
line 8 was paid or 4/15/24, whichever is earlier (see
|
||||
instructions).}
|
||||
WSII_12c 105 ; { Number of days from 1/1/24 to the date the amount on
|
||||
line 8 was paid or 4/15/24, whichever is earlier (see
|
||||
instructions).}
|
||||
WSII_12d 90 ; { Number of days from 1/15/24 to the date the amount on
|
||||
line 8 was paid or 4/15/24, whichever is earlier (see
|
||||
instructions).}
|
||||
{After you have filled out all of the applicable fields above, click
|
||||
"Save" to save this form and then click "Compute Tax" to see if you owe a
|
||||
penalty. }
|
||||
{--------------------------------------------}
|
||||
@@ -0,0 +1,302 @@
|
||||
Title: Form 5805 for Tax Year 2024
|
||||
|
||||
{--- Your Identity ---}
|
||||
|
||||
YourName:
|
||||
YourSocSec#:
|
||||
|
||||
{--- Filing Status ---}
|
||||
|
||||
Entity { Filing For? (answer: Individual, Estate/Trust) }
|
||||
|
||||
Status { Single, Married/Joint, Head_of_House, Married/Sep, Widow(er)
|
||||
Estates/Trusts MUST choose "Single" }
|
||||
{Are you requesting a waiver of the penalty? }
|
||||
Quest1 { (answer: Yes, No) }
|
||||
{Did you use the annualized income installment method? }
|
||||
Quest2 { (answer: Yes, No) }
|
||||
{Was your California withholding not withheld in equal installments and
|
||||
are you able to show the actual amounts withheld per period and the actual
|
||||
dates withheld?}
|
||||
Quest3 { (answer: Yes, No, N/A) }
|
||||
{If "Yes," enter the actual uneven amounts withheld on the spaces provided
|
||||
below. The total of the four amounts must equal the total withholding
|
||||
reported on Form 540, line 71 and line 73; Form 540NR, line 81 and line 83;
|
||||
or Form 541, line 29 and line 31. }
|
||||
|
||||
Wthd_Per_1 ;{ Amount Withheld for period with estimated tax due date
|
||||
4/15/23 }
|
||||
Wthd_Per_2 ;{ Amount Withheld for period with estimated tax due date
|
||||
6/15/23 }
|
||||
Wthd_Per_3 ;{ Amount Withheld for period with estimated tax due date
|
||||
9/15/23 }
|
||||
Wthd_Per_4 ;{ Amount Withheld for period with estimated tax due date
|
||||
1/15/24 }
|
||||
|
||||
{For estates and trusts: Was the date of death less than two years from
|
||||
the end of the taxable year? Estates and grantor trusts, which receive
|
||||
the residue of the decedent’s estate, are required to make estimated
|
||||
income tax payments for any year ending two or more years after the date
|
||||
of the decedent’s death. If you answer “Yes” this question, click "Save"
|
||||
and "Compute Tax" to complete Part I only and attach form FTB 5805 to the
|
||||
back of your tax return.
|
||||
}
|
||||
Quest4 { (answer: Yes, No) }
|
||||
|
||||
{--- Part II Required Annual Payment. All filers must complete this part. ---}
|
||||
|
||||
L1 ;{ Current year tax. Enter your 2024 tax after credits. See
|
||||
instructions.}
|
||||
L3 ;{ Withholding taxes. Do not include any estimated tax
|
||||
payments on this line. See instructions.}
|
||||
L5 ;{ Enter the tax shown on your 2023 tax return. See
|
||||
instructions. (110% (1.10) of that amount if the adjusted
|
||||
gross income shown on that return is more than $150,000, or
|
||||
if married/RDP filing a separate return for 2023, more than
|
||||
$75,000}
|
||||
|
||||
CA_AGI ;{ Enter your California Adusted Gross Income (AGI) }
|
||||
|
||||
{--- Short Method - Skip this part if using the Annualized Income Installment Method ---}
|
||||
{Caution: See the instructions to find out if you can use the short method.
|
||||
If you answered "Yes'' to Question 2 in Part I, skip this part and go to
|
||||
Part III. If you answered "No'' to Question 2 in Part I and you cannot use
|
||||
the short method, see page 4 of the instructions and go to Worksheet II
|
||||
below. }
|
||||
|
||||
L8 ;{ Enter the total amount, if any, of estimated tax
|
||||
payments you made }
|
||||
|
||||
{Click "Save" to save this form and then click "Compute Tax". Look for
|
||||
the amount on line 10. If zero or less, stop. You do not owe the penalty.
|
||||
Do not file form FTB 5805. Otherwise, return to the form and complete the
|
||||
next entry (Num_Days). Again click "Save" amd "Compute Tax" to calculate your
|
||||
penalty. }
|
||||
|
||||
{If the amount on line 10 was paid ON OR AFTER 4/15/24, enter -0-.
|
||||
Otherwise, enter number of days the amount on line 10 was paid BEFORE
|
||||
4/15/24. }
|
||||
|
||||
Num_Days ;{ Number of days }
|
||||
|
||||
{--- Part III Annualized Income Installment Method Schedule. ---}
|
||||
|
||||
{Use this schedule ONLY if you earned taxable income at an UNEVEN RATE
|
||||
during 2024. If you earned your income at approximately the same rate each
|
||||
month, then you should not complete this schedule. If you choose to figure
|
||||
the penalty, see Worksheet II, Regular Method to Figure Your Underpayment
|
||||
and Penalty, on page 4 of the instructions. Worksheet II is available
|
||||
below. }
|
||||
|
||||
{IMPORTANT: NOTE CAREFULLY THE STARTING AND ENDING DATES FOR EACH PERIOD.
|
||||
THE PERIODS ALL BEGIN JANUARY 1. THEY ARE NOT CALENDAR QUARTERS! Fiscal
|
||||
year filers must adjust dates accordingly.}
|
||||
|
||||
SchdAI_1a ;{ Enter your California adjusted gross income (AGI) for
|
||||
the period 1/1/23-3/31/23. Form 540NR filers, see
|
||||
instructions. Estates or Trusts, enter the amount from Form
|
||||
541, line 20 attributable to the period 1/1/23-2/28/23).}
|
||||
SchdAI_1b ;{ Enter your California adjusted gross income (AGI) for
|
||||
the period 1/1/23-5/31/23. Form 540NR filers, see
|
||||
instructions. Estates or Trusts, enter the amount from Form
|
||||
541, line 20 attributable to the period 1/1/23-4/30/23)}
|
||||
SchdAI_1c ;{ Enter your California adjusted gross income (AGI) for
|
||||
the period 1/1/23-8/31/23. Form 540NR filers, see
|
||||
instructions. Estates or Trusts, enter the amount from Form
|
||||
541, line 20 attributable to the period 1/1/23-7/31/23)}
|
||||
SchdAI_1d ;{ Enter your California adjusted gross income (AGI) for
|
||||
the period 1/1/23-12/31/23. Form 540NR filers, see
|
||||
instructions. Estates or Trusts, enter the amount from Form
|
||||
541, line 20 attributable to the period 1/1/23-11/30/23)}
|
||||
|
||||
SchdAI_4a ;{ If you itemize, enter itemized deductions for the period
|
||||
1/1/23-3/31/23; otherwise, enter -0-. Estates and trusts:
|
||||
enter "0". }
|
||||
SchdAI_4b ;{ If you itemize, enter itemized deductions for the period
|
||||
1/1/23-5/31/23; otherwise, enter -0-. Estates and trusts:
|
||||
enter "0". }
|
||||
SchdAI_4c ;{ If you itemize, enter itemized deductions for the period
|
||||
1/1/23-8/31/23; otherwise, enter -0-. Estates and trusts:
|
||||
enter "0". }
|
||||
SchdAI_4d ;{ If you itemize, enter itemized deductions for the period
|
||||
1/1/23-12/31/23; otherwise, enter -0-. Estates and
|
||||
trusts: enter "0". }
|
||||
|
||||
SchdAI_7a ;{ Enter the full amount of your standard deduction from
|
||||
your 2024 Form 540 or Form 540NR,, line 18, even if you itemized. See
|
||||
instructions. Estates and trusts: enter "0".}
|
||||
|
||||
SchdAI_10a_add ;{ For individuals, and for estates/trusts, this program will automatically
|
||||
calculate the estimated tax due on the amount on line 9. Enter certain
|
||||
additional taxes for the period here, such as tax from form FTB 3803
|
||||
(see instructions). NOTE: AMT and mental health services tax are entered
|
||||
below on line 14b. Estates or Trusts, see form 541 instructions for
|
||||
information about additional taxes you may need to add here.
|
||||
}
|
||||
SchdAI_10b_add ;{ For individuals, and for estates/trusts, this program will automatically
|
||||
calculate the estimated tax due on the amount on line 9. Enter certain
|
||||
additional taxes for the period here, such as tax from form FTB 3803
|
||||
(see instructions). NOTE: AMT and mental health services tax are entered
|
||||
below on line 14b. Estates or Trusts, see form 541 instructions for
|
||||
information about additional taxes you may need to add here.
|
||||
}
|
||||
SchdAI_10c_add ;{ For individuals, and for estates/trusts, this program will automatically
|
||||
calculate the estimated tax due on the amount on line 9. Enter certain
|
||||
additional taxes for the period here, such as tax from form FTB 3803
|
||||
(see instructions). NOTE: AMT and mental health services tax are entered
|
||||
below on line 14b. Estates or Trusts, see form 541 instructions for
|
||||
information about additional taxes you may need to add here.
|
||||
}
|
||||
SchdAI_10d_add ;{ For individuals, and for estates/trusts, this program will automatically
|
||||
calculate the estimated tax due on the amount on line 9. Enter certain
|
||||
additional taxes for the period here, such as tax from form FTB 3803
|
||||
(see instructions). NOTE: AMT and mental health services tax are entered
|
||||
below on line 14b. Estates or Trusts, see form 541 instructions for
|
||||
information about additional taxes you may need to add here.
|
||||
}
|
||||
|
||||
SchdAI_11a ;{ Enter the total amount of exemption credits from your
|
||||
2024 Form 540, line 32 or Form 541, line 22. See
|
||||
instructions. If you filed a Form 540NR, see instructions.}
|
||||
SchdAI_11b ;{ Enter the total amount of exemption credits from your
|
||||
2024 Form 540, line 32 or Form 541, line 22. See
|
||||
instructions. If you filed a Form 540NR, see instructions.}
|
||||
SchdAI_11c ;{ Enter the total amount of exemption credits from your
|
||||
2024 Form 540, line 32 or Form 541, line 22. See
|
||||
instructions. If you filed a Form 540NR, see instructions.}
|
||||
SchdAI_11d ;{ Enter the total amount of exemption credits from your
|
||||
2024 Form 540, line 32 or Form 541, line 22. See
|
||||
instructions. If you filed a Form 540NR, see instructions.}
|
||||
|
||||
SchdAI_13a ;{ Enter the total credit amount from your 2024 Form 540,
|
||||
line 47; or Form 541, line 23. Form 540NR filers, see
|
||||
instructions.}
|
||||
SchdAI_13b ;{ Enter the total credit amount from your 2024 Form 540,
|
||||
line 47; or Form 541, line 23. Form 540NR filers, see
|
||||
instructions.}
|
||||
SchdAI_13c ;{ Enter the total credit amount from your 2024 Form 540,
|
||||
line 47; or Form 541, line 23. Form 540NR filers, see
|
||||
instructions.}
|
||||
SchdAI_13d ;{ Enter the total credit amount from your 2024 Form 540,
|
||||
line 47; or Form 541, line 23. Form 540NR filers, see
|
||||
instructions.}
|
||||
|
||||
SchdAI_14ba ;{ Enter the alternative minimum tax and mental health tax
|
||||
for the period 1/1/23-3/31/23. Estates and trusts: for the
|
||||
period 1/1/23-2/28/23. Figure the alternative minimum tax
|
||||
and mental health services tax you owe based on income
|
||||
earned during the period. }
|
||||
SchdAI_14bb ;{ Enter the alternative minimum tax and mental health tax
|
||||
for the period 1/1/23-5/31/23. Estates and trusts: for the
|
||||
period 1/1/23-4/30/23. Figure the alternative minimum tax
|
||||
and mental health services tax you owe based on income
|
||||
earned during the period. }
|
||||
SchdAI_14bc ;{ Enter the alternative minimum tax and mental health tax
|
||||
for the period 1/1/23-8/31/23. Estates and trusts: for the
|
||||
period 1/1/23-7/31/23. Figure the alternative minimum tax
|
||||
and mental health services tax you owe based on income
|
||||
earned during the period. }
|
||||
SchdAI_14bd ;{ Enter the amounts from your 2024 Form 540, line 61 and
|
||||
line 62; 2024 Form 540NR, line 71 and line 72; or 2024 Form
|
||||
541, line 26 and line 27. }
|
||||
SchdAI_14da ;{ Enter the excess SDI from Form 540, line 74 or Form
|
||||
540NR, line 84. }
|
||||
SchdAI_14db ;{ Enter the excess SDI from Form 540, line 74 or Form
|
||||
540NR, line 84.}
|
||||
SchdAI_14dc ;{ Enter the excess SDI from Form 540, line 74 or Form
|
||||
540NR, line 84.}
|
||||
SchdAI_14dd ;{ Enter the excess SDI from Form 540, line 74 or Form
|
||||
540NR, line 84.}
|
||||
|
||||
{--- Federal Annualized Income Worksheet ---}
|
||||
|
||||
{NOTE: If you are a nonresident military servicemember domiciled outside
|
||||
of California, subtract your military pay from your federal AGI. }
|
||||
|
||||
FAIWS_1a ;{ Enter your federal adjusted gross income for the period
|
||||
1/1/23-3/31/23. See instructions for federal Form 2220,
|
||||
Schedule AI, Part I, line 1. (Estates and trusts: enter
|
||||
your taxable income without your exemption for the period
|
||||
1/1/23-2/28/23),}
|
||||
FAIWS_1b ;{ Enter your federal adjusted gross income for the period
|
||||
1/1/23-5/31/23. See instructions for federal Form 2220,
|
||||
Schedule AI, Part I, line 1. (Estates and trusts: enter
|
||||
your taxable income without your exemption for the period
|
||||
1/1/23-4/30/23),}
|
||||
FAIWS_1c ;{ Enter your federal adjusted gross income for the period
|
||||
1/1/23-8/31/23. See instructions for federal Form 2220,
|
||||
Schedule AI, Part I, line 1. (Estates and trusts: enter
|
||||
your taxable income without your exemption for the period
|
||||
1/1/23-7/31/23),}
|
||||
FAIWS_1d ;{ Enter your federal adjusted gross income for the period
|
||||
1/1/23-12/31/23. See instructions for federal Form 2220,
|
||||
Schedule AI, Part I, line 1. (Estates and trusts: enter
|
||||
your taxable income without your exemption for the period
|
||||
1/1/23-11/30/23),}
|
||||
|
||||
{--- Line 6 Worksheet (for high-income filers who itemize deductions) ---}
|
||||
|
||||
L6WS_2a ;{ Enter the sum of the amounts on federal Schedule A (Form
|
||||
1040), line 4, line 9, and line 15 plus any gambling losses
|
||||
included on line 16 for the period 1/1/23-3/31/23 (Estates
|
||||
and trusts: for the period 1/1/23-2/28/23). }
|
||||
L6WS_2b ;{ Enter the sum of the amounts on federal Schedule A (Form
|
||||
1040), line 4, line 9, and line 15 plus any gambling losses
|
||||
included on line 16 for the period 1/1/23-5/31/23.
|
||||
(Estates and trusts: for the period 1/1/23-4/30/23)..}
|
||||
L6WS_2c ;{ Enter the sum of the amounts on federal Schedule A (Form
|
||||
1040), line 4, line 9, and line 15 plus any gambling losses
|
||||
included on line 16 for the period 1/1/23-8/31/23.
|
||||
(Estates and trusts: for the period 1/1/23-7/31/23),}
|
||||
L6WS_2d ;{ Enter the sum of the amounts on federal Schedule A (Form
|
||||
1040), line 4, line 9, and line 15 plus any gambling losses
|
||||
included on line 16 for the period 1/1/23-12/31/23.
|
||||
(Estates and trusts: for the period 1/1/23-11/30/23).}
|
||||
|
||||
{--- Worksheet II - Regular Method to Figure Your Underpayment and Penalty ---}
|
||||
|
||||
{NOTE: The entries below are NOT CUMULATIVE. Enter the amount that was
|
||||
paid each period by that period's due date. }
|
||||
|
||||
WSII_2a ;{ Enter the estimated tax payments for the period
|
||||
1/1/23-3/31/23 that were made by 4/15/23, including any
|
||||
overpayment of tax from your 2023 tax return that you
|
||||
elected to apply to the 2024 estimated tax.}
|
||||
WSII_2b ;{ Enter the estimated tax payments for the period
|
||||
1/1/23-5/31/23 that were made by 6/15/23.}
|
||||
WSII_2c ;{ Enter the estimated tax payments for the period
|
||||
1/1/23-8/31/23 that were made by 9/15/23.}
|
||||
WSII_2d ;{ Enter the estimated tax payments for the period
|
||||
1/1/23-12/31/23 that were made by 1/15/24}
|
||||
|
||||
{After you make the above entries, click "Save" and then click "Calculate
|
||||
Tex" to see if you have an underpayment for any period. If so, you may owe
|
||||
a penalty. Read the instructions for how to calculate the penalty, make
|
||||
the following entires, and again click "Save" and "Calculate Tax". Because
|
||||
calculating the penalty can be complex, carefully check the results to
|
||||
ensure that they are correct for your particular tax situation.}
|
||||
|
||||
WSII_10a ;{ Number of days from 4/15/23 to the date the amount on
|
||||
line 8 was paid or 12/31/23, whichever is earlier (see
|
||||
instructions).}
|
||||
WSII_10b ;{ Number of days from 6/15/23 to the date the amount on
|
||||
line 8 was paid or 12/31/23, whichever is earlier (see
|
||||
instructions).}
|
||||
WSII_12a ;{ Number of days from 1/1/24 to the date the amount on
|
||||
line 8 was paid or 4/15/24, whichever is earlier (see
|
||||
instructions).}
|
||||
WSII_12b ;{ Number of days from 1/1/24 to the date the amount on
|
||||
line 8 was paid or 4/15/24, whichever is earlier (see
|
||||
instructions).}
|
||||
WSII_12c ;{ Number of days from 1/1/24 to the date the amount on
|
||||
line 8 was paid or 4/15/24, whichever is earlier (see
|
||||
instructions).}
|
||||
WSII_12d ;{ Number of days from 1/15/24 to the date the amount on
|
||||
line 8 was paid or 4/15/24, whichever is earlier (see
|
||||
instructions).}
|
||||
|
||||
{After you have filled out all of the applicable fields above, click
|
||||
"Save" to save this form and then click "Compute Tax" to see if you owe a
|
||||
penalty. }
|
||||
|
||||
{--------------------------------------------}
|
||||
@@ -0,0 +1,46 @@
|
||||
Title: 8889 HSA Form - 2024 --- EXAMPLE ---
|
||||
|
||||
{ --- Your Identity --- }
|
||||
|
||||
YourName: Raplh Emerson
|
||||
YourSocSec#: 123-45-6789
|
||||
|
||||
{ --- Part I --- }
|
||||
|
||||
{ Your Coverage }
|
||||
L1: Family { (answer: Self-Only, Family) }
|
||||
|
||||
L2 5,400 { HSA contributions you made for 2024 }
|
||||
1,200
|
||||
;
|
||||
|
||||
L3 4,150 ; { If you were under 55 and eligible every month, enter $4,150 ($8,300 for Family Coverage). Or see instructions. (answer: 4150, 8300)}
|
||||
|
||||
L4 45 ; { Amount you and your employer contributed to your Archer MSAs for 2024 from Form 8853, lines 1 and 2.}
|
||||
|
||||
L6 80 ; { Only enter amount if your spouse has separate HSA and coverage under an HDHP. }
|
||||
|
||||
L7 100 ; { Additional contribution amount. }
|
||||
|
||||
L9 95 ; { Employer contributions made to your HSAs for 2024. }
|
||||
|
||||
L10 500 ; { Qualified HSA funding distributions. }
|
||||
|
||||
|
||||
{ --- Part II --- }
|
||||
|
||||
L14a 700 ; { Total distributions you received in 2024 from all HSAs}
|
||||
|
||||
L14b 200 ; { Distributions included in L14a rolled over to another HSA. }
|
||||
|
||||
L15 300 ; { Qualified medical expenses paid using HSA distributions }
|
||||
|
||||
L17a: Y { Do any distributions in L16 meet Exceptions to Addtl 20% tax ? { (answer: Y, N) }
|
||||
|
||||
|
||||
{ --- Part III --- }
|
||||
|
||||
L18 400 ; { Last-month rule }
|
||||
|
||||
L19 500 ; { Qualified HSA funding distribution }
|
||||
|
||||
@@ -0,0 +1,44 @@
|
||||
Title: 8889 HSA Form - 2024
|
||||
|
||||
{ --- Your Identity --- }
|
||||
|
||||
YourName:
|
||||
YourSocSec#:
|
||||
|
||||
{ --- Part I --- }
|
||||
|
||||
{ Your Coverage }
|
||||
L1: { (answer: Self-Only, Family) }
|
||||
|
||||
L2 { HSA contributions you made for 2024 }
|
||||
;
|
||||
|
||||
L3 ; { If you were under 55 and eligible every month, enter $4,150 ($8,300 for Family Coverage). Or see instructions. (answer: 4150, 8300)}
|
||||
|
||||
L4 ; { Amount you and your employer contributed to your Archer MSAs for 2024 from Form 8853, lines 1 and 2.}
|
||||
|
||||
L6 ; { Only enter amount if your spouse has separate HSA and coverage under an HDHP. }
|
||||
|
||||
L7 ; { Additional contribution amount. }
|
||||
|
||||
L9 ; { Employer contributions made to your HSAs for 2024. }
|
||||
|
||||
L10 ; { Qualified HSA funding distributions. }
|
||||
|
||||
|
||||
{ --- Part II --- }
|
||||
|
||||
L14a ; { Total distributions you received in 2024 from all HSAs}
|
||||
|
||||
L14b ; { Distributions included in L14a rolled over to another HSA. }
|
||||
|
||||
L15 ; { Qualified medical expenses paid using HSA distributions }
|
||||
|
||||
L17a: N { Do any distributions in L16 meet Exceptions to Addtl 20% tax ? { (answer: Y, N) }
|
||||
|
||||
|
||||
{ --- Part III --- }
|
||||
|
||||
L18 ; { Last-month rule }
|
||||
|
||||
L19 ; { Qualified HSA funding distribution }
|
||||
@@ -0,0 +1,33 @@
|
||||
Open Tax Solver - Massachusetts State Form 1 - Resident Tax Return
|
||||
------------------------------------------------------------------
|
||||
|
||||
Included here is a program, template, and example for
|
||||
Massachusetts State Form 1 resident income tax form.
|
||||
Intended for use with the corresponding Instructions Booklet.
|
||||
|
||||
The ma_1_2024_example.txt file is included for testing.
|
||||
The ma_1_2024_template.txt file is a blank starting form to enter
|
||||
your tax data. For each filer, copy template to a new name,
|
||||
such as "Mass1_2024.txt" and then fill-in the lines.
|
||||
|
||||
The program consists of two files:
|
||||
taxsolve_ma_1_2024.c - main, customized for MA Form-1.
|
||||
taxsolve_routines.c - general purpose base routines.
|
||||
|
||||
Compile:
|
||||
cc taxsolve_ma_1_2024.c -o taxsolve_ma_1_2024 */
|
||||
Run:
|
||||
./taxsolve_ma_1_2024 Mass1_2024.txt
|
||||
|
||||
|
||||
For updates and further information, see:
|
||||
http://sourceforge.net/projects/opentaxsolver/
|
||||
Documentation:
|
||||
http://opentaxsolver.sourceforge.net/
|
||||
|
||||
|
||||
Contributed by Robert Heller 2-10-2004 heller@deepsoft.com
|
||||
Updated by Robert Heller 1-25-2005 heller@deepsoft.com
|
||||
Updated by Robert Heller 2-10-2006 heller@deepsoft.com
|
||||
Updated by Robert Heller 2-1-2007 heller@deepsoft.com
|
||||
Updated by ARoberts 2008-2024
|
||||
@@ -0,0 +1,120 @@
|
||||
Title: Massachusetts Form 1 Tax Form - 2024 -- Example
|
||||
|
||||
{ -- EXAMPLE -- }
|
||||
|
||||
{---- Filing Status ----}
|
||||
|
||||
Status Married/joint {Single, Married/Joint, Married/Sep, Head_of_House.}
|
||||
|
||||
La 57780.76 ; { Total federal income from US 1040 line 9. }
|
||||
Lb 57730.58 ; { Total federal adjusted gross income from US 1040 line 11. }
|
||||
|
||||
{---- Exemptions ----}
|
||||
|
||||
Dependents 2 {Number of Dependents -- DO NOT include yourself or your spouse!}
|
||||
|
||||
{---- Age 65 or over ----}
|
||||
Age65You FALSE {Are you 65 or older? (answer: True, False) }
|
||||
Age65Spouse True {Spouse 65 or older? (answer: True, False, n/a)}
|
||||
|
||||
{---- Blindness ----}
|
||||
BlindYou True {You blind? (answer: True, False)}
|
||||
BlindSpouse False {Spouse blind? (answer: True, False, n/a) }
|
||||
|
||||
{---- Other Exemptions ----}
|
||||
Med/Dental ; { Medical/Dental }
|
||||
Adoption ; { Adoption }
|
||||
|
||||
{---- Income ----}
|
||||
|
||||
L3 60,000.00 { Wages, salaries, tips (W-2). }
|
||||
;
|
||||
L4 ; { Taxable pensions. }
|
||||
L5 180.00; { Mass Bank Interest }
|
||||
L6a 660 ; { Business income/loss. (Sched C) }
|
||||
L6b 66 ; { Farm income/loss. (Enclose US Sched F) }
|
||||
L7 45,000.00; { Rental, royality, REMIC., etc. }
|
||||
L8a ; { Unemployment }
|
||||
L8b ; { Lottery }
|
||||
L9 ; { Other income, Alimony received. }
|
||||
|
||||
{---- Deductions ----}
|
||||
|
||||
L11a 2,000.00; { Amount you paid to SS, Medicare, RR, US, or Mass retirement }
|
||||
L11b 1,200.00; { Amount spouse paid to SS, Medicare, RR, US, or Mass retirement }
|
||||
L14a 14 ; { Rental Paid }
|
||||
L15 ; { Other - Sched Y, L19 }
|
||||
|
||||
L20 0 { Interest and Dividends -- Sched B, line 38 }
|
||||
;
|
||||
L23a 123 ; { 8.5% income, from sched B Line 39 }
|
||||
L23b 23 ; { 12% income, from Certain Capital Gains }
|
||||
L24 24 ; { Tax on long-term capital gains, Sched D Line 22 }
|
||||
L25 25 ; { Credit Recapture amount Sch. H-2 }
|
||||
L26 26 ; { Additional tax on installment sale }
|
||||
|
||||
{---- Credits ----}
|
||||
L29 29 { Limited Income Credit }
|
||||
L30 0 { Income tax paid to another state or jurisdiction (from Schedule OJC). }
|
||||
L31 0 { Other credits from Sch Z, line 14 }
|
||||
|
||||
L33a 0 { Endangered Wildlife }
|
||||
L33b 0 { Organ Transplant }
|
||||
L33c 0 { Mass AIDS }
|
||||
L33d 0 { Mass US Olympic }
|
||||
L33e 0 { Mass Miltiary Family Relief Fund }
|
||||
L33f 0 { Homeless Animal Prevention And Care }
|
||||
|
||||
L34 0 { Use tax due on out-of-state purchases }
|
||||
L35a 0 { Health Care Penalty (you) }
|
||||
L35b 0 { Health Care Penalty (spouse) }
|
||||
L36 0 { AMENDED RETURN ONLY. Overpayment from original return. }
|
||||
|
||||
{---- Taxes Paid ----}
|
||||
|
||||
L38a 3,530 ; { Mass income tax withheld, Forms W-2 }
|
||||
L38b 34 ; { Mass income tax withheld, Forms 1099 }
|
||||
L38c 38 ; { Mass income tax withheld, Other forms. }
|
||||
L39 ; { 2023 overpayment applied to 2024 estimated tax }
|
||||
L40 ; { 2024 estimated tax payments }
|
||||
L41 ; { Payments made with extension }
|
||||
L42 ; { Payments with original return. Only if amending return.}
|
||||
L43a 2 ; { Earned Income Credit: Number of dependent children. }
|
||||
L43b 34 ; { EIC: amount from US Return }
|
||||
L44 ; { Senior Circuit Breaker Credit, sched CB }
|
||||
L46num ; { Number of dependent household members under 13 or over 65. }
|
||||
L47 ; { Other refundable credits, Sched CMS. }
|
||||
L49 ; { Excess Paid Family Leave withholding. }
|
||||
L52 1,000 ; { Overpayment you want applied to next year's estimated tax. }
|
||||
|
||||
|
||||
{ -------------------------------------------- }
|
||||
{ --- Optional info for Auto-Fillout only. --- }
|
||||
Your1stName: Tessa
|
||||
YourInitial: A
|
||||
YourLastName: Cradious
|
||||
YourSocSec#: 123456789
|
||||
Spouse1stName: Raymond { Leave blank if Single, etc. }
|
||||
SpouseInitial: B
|
||||
SpouseLastName: Cradious
|
||||
SpouseSocSec#: 987654321
|
||||
Number&Street: 123 South Crumberry St
|
||||
Town: Worcestor
|
||||
State: MA
|
||||
Zipcode: 01605
|
||||
|
||||
|
||||
{ -- Optional -- }
|
||||
RoutingNum: { Routing Number to receive refund. }
|
||||
AccntNum: { Account Number to receive refund. }
|
||||
AccountType: { Account type: (answer: Checking, Savings, N/A) }
|
||||
Payment_Interest: { Interest due to under-withholding. }
|
||||
Payment_Penalty: { Payment penalty you calculated. }
|
||||
M2210_Amount: { M-2210 amount. }
|
||||
Check_SelfEmployed: { Yes, if Self-Employed. (answer: Yes, No, n/a) }
|
||||
Check_DORdiscuss: { Yes, if you wish to discuss w/DOR. (answer: Yes, No, n/a) }
|
||||
Check_DoNotEfile: { Yes, if you do not want preparer to e-file. (answer: Yes, No, n/a) }
|
||||
|
||||
{
|
||||
------------------------------------------
|
||||
}
|
||||
@@ -0,0 +1,119 @@
|
||||
Title: Massachusetts Form 1 Tax Form - 2024
|
||||
|
||||
{---- Filing Status ----}
|
||||
|
||||
Status Single {Single, Married/Joint, Married/Sep, Head_of_House.}
|
||||
|
||||
La ; { Total federal income from US 1040 line 9. }
|
||||
Lb ; { Total federal adjusted gross income from US 1040 line 11. }
|
||||
|
||||
{---- Exemptions ----}
|
||||
|
||||
Dependents 0 {Number of Dependents -- DO NOT include yourself or your spouse!}
|
||||
|
||||
{---- Age 65 or over ----}
|
||||
Age65You FALSE { Are you 65 or older? (answer: True, False) }
|
||||
Age65Spouse n/a { Spouse 65 or older? (answer: True, False, n/a) }
|
||||
|
||||
{---- Blindness ----}
|
||||
BlindYou FALSE { You blind? (answer: True, False) }
|
||||
BlindSpouse n/a { Spouse blind? (answer: True, False, n/a) }
|
||||
|
||||
{---- Other Exemptions ----}
|
||||
Med/Dental ; { Medical/Dental }
|
||||
Adoption ; { Adoption }
|
||||
|
||||
{---- Income ----}
|
||||
|
||||
L3 { Wages, salaries, tips (W-2). }
|
||||
;
|
||||
L4 ; { Taxable pensions. }
|
||||
L5 ; { Mass Bank Interest }
|
||||
L6a ; { Business income/loss. (Sched C) }
|
||||
L6b ; { Farm income/loss. (Enclose US Sched F) }
|
||||
L7 ; { Rental, royality, REMIC., etc. }
|
||||
L8a ; { Unemployment }
|
||||
L8b ; { Lottery }
|
||||
L9 ; { Other income, Alimony received. }
|
||||
|
||||
{---- Deductions ----}
|
||||
|
||||
L11a ; { Amount you paid to SS, Medicare, RR, US, or Mass retirement }
|
||||
L11b ; { Amount spouse paid to SS, Medicare, RR, US, or Mass retirement }
|
||||
L14a ; { Rental Paid }
|
||||
L15 ; { Other - Sched Y, L19 }
|
||||
|
||||
L20 0 { Interest and Dividends -- Sched B }
|
||||
;
|
||||
|
||||
L23a ; { 8.5% income, from sched B Line 39 }
|
||||
L23b ; { 12% income, from Certain Capital Gains }
|
||||
L24 ; { Tax on long-term capital gains, Sched D Line 22 }
|
||||
L25 ; { Credit Recapture amount Sch. H-2 }
|
||||
L26 ; { Additional tax on installment sale }
|
||||
|
||||
{---- Credits ----}
|
||||
L29 0 { Limited Income Credit }
|
||||
L30 0 { Income tax paid to another state or jurisdiction (from Schedule OJC). }
|
||||
L31 0 { Other credits from Sch Z, line 14 }
|
||||
|
||||
L33a 0 { Endangered Wildlife }
|
||||
L33b 0 { Organ Transplant }
|
||||
L33c 0 { Mass AIDS }
|
||||
L33d 0 { Mass US Olympic }
|
||||
L33e 0 { Mass Miltiary Family Relief Fund }
|
||||
L33f 0 { Homeless Animal Prevention And Care }
|
||||
|
||||
L34 0 { Use tax due on out-of-state purchases }
|
||||
L35a 0 { Health Care Penalty (you) }
|
||||
L35b 0 { Health Care Penalty (spouse) }
|
||||
L36 0 { AMENDED RETURN ONLY. Overpayment from original return. }
|
||||
|
||||
{---- Taxes Paid ----}
|
||||
|
||||
L38a ; { Mass income tax withheld, Forms W-2 }
|
||||
L38b ; { Mass income tax withheld, Forms 1099 }
|
||||
L38c ; { Mass income tax withheld, Other forms. }
|
||||
L39 ; { 2023 overpayment applied to 2024 estimated tax }
|
||||
L40 ; { 2024 estimated tax payments }
|
||||
L41 ; { Payments made with extension }
|
||||
L42 ; { Payments with original return. Only if amending return.}
|
||||
L43a ; { Earned Income Credit: Number of dependent children. }
|
||||
L43b ; { EIC: amount from US Return }
|
||||
L44 ; { Senior Circuit Breaker Credit, sched CB }
|
||||
L46num ; { Number of dependent household members under 13 or over 65. }
|
||||
L47 ; { Other refundable credits, Sched CMS. }
|
||||
L49 ; { Excess Paid Family Leave withholding. }
|
||||
L52 ; { Overpayment you want applied to next year's estimated tax. }
|
||||
|
||||
{ -------------------------------------------- }
|
||||
{ --- Optional info for Auto-Fillout only. --- }
|
||||
Your1stName:
|
||||
YourInitial:
|
||||
YourLastName:
|
||||
YourSocSec#:
|
||||
Spouse1stName: { Leave blank if Single, etc. }
|
||||
SpouseInitial:
|
||||
SpouseLastName:
|
||||
SpouseSocSec#:
|
||||
Number&Street:
|
||||
Town:
|
||||
State: MA
|
||||
Zipcode:
|
||||
|
||||
|
||||
{ -- Optional -- }
|
||||
RoutingNum: { Routing Number to receive refund. }
|
||||
AccntNum: { Account Number to receive refund. }
|
||||
AccountType: { Account type: (answer: Checking, Savings, N/A) }
|
||||
Payment_Interest: { Interest due to under-withholding. }
|
||||
Payment_Penalty: { Payment penalty you calculated. }
|
||||
M2210_Amount: { M-2210 amount. }
|
||||
Check_SelfEmployed: { Yes, if Self-Employed. (answer: Yes, No, n/a) }
|
||||
Check_DORdiscuss: { Yes, if you wish to discuss w/DOR. (answer: Yes, No, n/a) }
|
||||
Check_DoNotEfile: { Yes, if you do not want preparer to e-file. (answer: Yes, No, n/a) }
|
||||
|
||||
|
||||
{
|
||||
------------------------------------------
|
||||
}
|
||||
@@ -0,0 +1,68 @@
|
||||
Title: MI-1040 State Tax Form EXAMPLE for 2024
|
||||
|
||||
{ EXAMPLE. }
|
||||
Status Married/Joint { (answer: Single, Married/Joint, Married/Sep) }
|
||||
CkFarmFish N { If 2/3 income from farming, fishing, seafaring. (answer: Y, N) }
|
||||
ResidencyStatus Resident { (answer: Resident, Nonresident, PartYear ) }
|
||||
L9a 1 ; { Number of exemptions. }
|
||||
L9b 1 ; { Number of special exemptions. }
|
||||
L9c 1 ; { Number of qualified disabled veterans. }
|
||||
L9d ; { Number of Certificates of Stillbirth from MDHHS. }
|
||||
L9e 2 ; { Claimed as dependent, see line 9 NOTE. }
|
||||
L10 20000 ; { Adjusted Gross Income from your U.S. Fed. Form 1040. }
|
||||
L11 10 ; { Additions from Schedule 1, line 9. }
|
||||
L13 20 ; { Subtractions from Schedule 1, line 31. }
|
||||
L15 30 ; { Exemption allowance. Enter amount from line 9f or Schedule NR, line 19. }
|
||||
|
||||
L18a 18 ; { Amount of Income Tax Imposed by government units outside MI. }
|
||||
L18b 180 ; { Credit for Income Tax Imposed by government units outside MI. }
|
||||
|
||||
L19a 19 ; { Amount of Michigan Historic Preservation Tax. }
|
||||
L19b 190 ; { Credit for Michigan Historic Preservation Tax. }
|
||||
|
||||
L21 21 ; { Voluntary Contributions from Form 4642, line 6. }
|
||||
L22 22 ; { Penalty for nonqualified withdrawal from Form 5792, Michigan 1st-Time Home Buyer Savings Program, line 5 .}
|
||||
L23 23 ; { USE TAX. Use tax due on Internet, mail order or other out-of-state purchases from Worksheet 1. }
|
||||
|
||||
L25 24 ; { Property Tax Credit. Include MI-1040CR or MI-1040CR-2. }
|
||||
L26 25 ; { Farmland Preservation Tax Credit. Include MI-1040CR-5. }
|
||||
L27a 27 ; { Earned Income Tax Credit. }
|
||||
L28 28 ; { Michigan Historic Preservation Tax Credit (refundable). Include Form 3581. }
|
||||
L29 29 ; { Credit for allocated share of tax paid by an electing flow-through entity. }
|
||||
L30 30 ; { Michigan tax withheld from Schedule W, line 6. Include Schedule W. }
|
||||
L31 31 ; { Estimated tax, extension payments and 2023 credit forward. }
|
||||
|
||||
{ -- Line-32 (below) for Amended Returns only -- }
|
||||
Ck32a Y { You had a refund and/or credit forward on the original return. (answer: Y, N) }
|
||||
Ck32b Y { You paid with the original return. (answer: Y, N)}
|
||||
L32c 32 ; { }
|
||||
|
||||
Interest 5 ; { Interest on underpayment. }
|
||||
Penalty 6 ; { Panalty on underpayment. }
|
||||
L36 7 ; { Credit Forward. Amount of line 35 to be credited to your 2025 estimated tax. }
|
||||
|
||||
{ -------------------------------------------- }
|
||||
{ --- Optional info for Auto-Fillout only. --- }
|
||||
Your1stName: Mila
|
||||
YourInitial: T
|
||||
YourLastName: Stanley
|
||||
YourSocSec#: 123-45-6789
|
||||
Spouse1stName: Harold { Leave blank if Single, etc. }
|
||||
SpouseInitial: R
|
||||
SpouseLastName: Polangosh
|
||||
SpouseSocSec#: 9876-54-321
|
||||
Number&Street: 4573 Memory Lane
|
||||
Town: Saginaw
|
||||
State: MI
|
||||
Zipcode: 49301
|
||||
SchoolDist: 34567
|
||||
|
||||
{ Optional Refund Direct Deposit info }
|
||||
Routing#: 12345678
|
||||
Account#: 87654321
|
||||
CkChecking { Account type is Checking (answer: Y, N) }
|
||||
CkSavings Y { Account type is Savings (answer: Y, N) }
|
||||
|
||||
{
|
||||
--------------------------------------------
|
||||
}
|
||||
@@ -0,0 +1,69 @@
|
||||
Title: MI-1040 State Tax Form for 2024
|
||||
|
||||
Status Married/Joint {Single, Married/Joint, Married/Sep }
|
||||
CkFarmFish { If 2/3 income from farming, fishing, seafaring. (answer: Y, N) }
|
||||
ResidencyStatus Resident { (answer: Resident, Nonresident, PartYear ) }
|
||||
|
||||
L9a ; { Number of exemptions. }
|
||||
L9b ; { Number of special exemptions. }
|
||||
L9c ; { Number of qualified disabled veterans. }
|
||||
L9d ; { Number of Certificates of Stillbirth from MDHHS. }
|
||||
L9e ; { Claimed as dependent, see line 9 NOTE. }
|
||||
|
||||
L10 ; { Adjusted Gross Income from your U.S. Fed. Form 1040. }
|
||||
L11 ; { Additions from Schedule 1, line 9. }
|
||||
L13 ; { Subtractions from Schedule 1, line 31. }
|
||||
L15 ; { Exemption allowance. Enter amount from line 9f or Schedule NR, line 19. }
|
||||
|
||||
L18a ; { Amount of Income Tax Imposed by government units outside MI. }
|
||||
L18b ; { Credit for Income Tax Imposed by government units outside MI. }
|
||||
|
||||
L19a ; { Amount of Michigan Historic Preservation Tax. }
|
||||
L19b ; { Credit for Michigan Historic Preservation Tax. }
|
||||
|
||||
L21 ; { Voluntary Contributions from Form 4642, line 6. }
|
||||
L22 ; { Penalty for nonqualified withdrawal from Form 5792, Michigan 1st-Time Home Buyer Savings Program, line 5 .}
|
||||
L23 ; { USE TAX. Use tax due on Internet, mail order or other out-of-state purchases from Worksheet 1. }
|
||||
|
||||
L25 ; { Property Tax Credit. Include MI-1040CR or MI-1040CR-2. }
|
||||
L26 ; { Farmland Preservation Tax Credit. Include MI-1040CR-5. }
|
||||
L27a ; { Earned Income Tax Credit. }
|
||||
L28 ; { Michigan Historic Preservation Tax Credit (refundable). Include Form 3581. }
|
||||
L29 ; { Credit for allocated share of tax paid by an electing flow-through entity. }
|
||||
L30 ; { Michigan tax withheld from Schedule W, line 6. Include Schedule W. }
|
||||
L31 ; { Estimated tax, extension payments and 2023 credit forward. }
|
||||
|
||||
{ -- Line-32 (below) for Amended Returns only -- }
|
||||
Ck32a { You had a refund and/or credit forward on the original return. (answer: Y, N) }
|
||||
Ck32b { You paid with the original return. (answer: Y, N)}
|
||||
L32c ; { }
|
||||
|
||||
Interest ; { Interest on underpayment. }
|
||||
Penalty ; { Panalty on underpayment. }
|
||||
L36 ; { Credit Forward. Amount of line 35 to be credited to your 2025 estimated tax. }
|
||||
|
||||
{ -------------------------------------------- }
|
||||
{ --- Optional info for Auto-Fillout only. --- }
|
||||
Your1stName:
|
||||
YourInitial:
|
||||
YourLastName:
|
||||
YourSocSec#:
|
||||
Spouse1stName: { Leave blank if Single, etc. }
|
||||
SpouseInitial:
|
||||
SpouseLastName:
|
||||
SpouseSocSec#:
|
||||
Number&Street:
|
||||
Town:
|
||||
State: MI
|
||||
Zipcode:
|
||||
SchoolDist:
|
||||
|
||||
{ Optional Refund Direct Deposit info }
|
||||
Routing#:
|
||||
Account#:
|
||||
CkChecking { Account type is Checking (answer: Y, N) }
|
||||
CkSavings { Account type is Savings (answer: Y, N) }
|
||||
|
||||
{
|
||||
--------------------------------------------
|
||||
}
|
||||
@@ -0,0 +1,33 @@
|
||||
Open Tax Solver - Michigan State MI-1040 Personal Income Tax Return
|
||||
-----------------------------------------------------------------------
|
||||
|
||||
Included here is a program, template, and example for
|
||||
Michigan State MI-1040 personal income tax form.
|
||||
Intended for use with the MI-1040 Instructions Booklet.
|
||||
|
||||
The MI_1040_2024_example.txt files is included for testing.
|
||||
The MI_1040_2024_template.txt file is a blank starting form for
|
||||
entering your tax data. For each filer, copy template to a new
|
||||
name, such as "MI_1040_2024.txt" or "MI_1040_2024_aunt_sally.txt,
|
||||
and fill-in the lines.
|
||||
|
||||
The program consists of two files:
|
||||
taxsolve_MI_1040_2024.c - main, customized for MI-1040.
|
||||
taxsolve_routines.c - general purpose base routines.
|
||||
|
||||
Compile:
|
||||
cc taxsolve_MI_1040_2024.c -o taxsolve_MI_1040_2024
|
||||
|
||||
Run:
|
||||
First, run your Federal 1040 taxes and note the output AGI value.
|
||||
Then, complete your MI-1040 form input file and run.
|
||||
../../bin/taxsolve_MI_1040_2024 MI_1040_2024.txt
|
||||
|
||||
|
||||
For updates and further information, see:
|
||||
http://sourceforge.net/projects/opentaxsolver/
|
||||
Documentation:
|
||||
http://opentaxsolver.sourceforge.net/
|
||||
|
||||
|
||||
Contributed by C. Kindman.
|
||||
@@ -0,0 +1,46 @@
|
||||
Title: NC State Tax Form 400 for 2024 - EXAMPLE
|
||||
|
||||
{ -- Example Return --- }
|
||||
|
||||
FedReturn tax_form_files/US_1040/US_1040_example_out.txt { File-name of Federal Return output file. }
|
||||
|
||||
Status Married/Joint {Single, Married/Joint, Married/Sep, Head_of_House, Widow(er)}
|
||||
|
||||
L7 0 ; { Additions to Fed AGI - From Sched-S Part A, Line 15. }
|
||||
L9 0 ; { Deductions from Fed AGI - From Sched-S Part B, Line 38. * }
|
||||
L10a 0 ; { Number of children qualifying for federal deductions. }
|
||||
L11 0 ; { Enter 0 to use Std Deduction; Otherwise Itemized Ded. from Sched-S part C, Line 23. }
|
||||
L13 1 ; { Enter 1 for full-year residents. Otherwise amount from Sched-S part D, Line 26. }
|
||||
L16 0 ; { Tax credits. (D-400TC part 3 line 20) }
|
||||
L18 91.23 ; { Consumer Use Tax. (pg 10) }
|
||||
|
||||
{ North Carolina Income Tax Withheld }
|
||||
L20a 1,500.00 ; { Your tax withheld }
|
||||
L20b 700.00 ; { Spouse's tax withheld }
|
||||
|
||||
|
||||
{ --- Other tax payments. --- }
|
||||
L21a 0 ; { 2024 Estimated Tax paid }
|
||||
L21b 0 ; { Paid with Extension }
|
||||
L21c 0 ; { Partnership }
|
||||
L21d 0 ; { S Coroporation }
|
||||
|
||||
{ -------------------------------------------- }
|
||||
{ --- Optional info for Auto-Fillout only. --- }
|
||||
Your1stName: Sarah
|
||||
YourInitial: P
|
||||
YourLastName: Parks
|
||||
YourSocSec#: 123456789
|
||||
Spouse1stName: Sam { Leave blank if Single, etc. }
|
||||
SpouseInitial: T
|
||||
SpouseLastName: Parks
|
||||
SpouseSocSec#: 987654321
|
||||
Number&Street: 321 Calabasas Rd.
|
||||
Apt#: 34b
|
||||
Town: Raleigh
|
||||
State: NC
|
||||
Zipcode: 27695
|
||||
|
||||
{
|
||||
--------------------------------------------
|
||||
}
|
||||
@@ -0,0 +1,45 @@
|
||||
Title: NC State Tax Form 400 for 2024
|
||||
|
||||
{ Data is collected by scanning Federal Return results to avoid re-entering data. }
|
||||
|
||||
FedReturn tax_form_files/US_1040/fed_out.txt { File-name of Federal Return output file. }
|
||||
|
||||
Status {Single, Married/Joint, Married/Sep, Head_of_House, Widow(er)}
|
||||
|
||||
L7 0 ; { Additions to Fed AGI - From Sched-S Part A, Line 15. }
|
||||
L9 0 ; { Deductions from Fed AGI - From Sched-S Part B, Line 38. * }
|
||||
L10a 0 ; { Number of children qualifying for federal deductions. }
|
||||
L11 0 ; { Enter 0 to use Std Deduction; Otherwise Itemized Ded. from Sched-S part C, Line 23. }
|
||||
L13 1 ; { Enter 1 for full-year residents. Otherwise amount from Sched-S part D, Line 26. }
|
||||
L16 0 ; { Tax credits. (D-400TC part 3 line 20) }
|
||||
L18 0 ; { Consumer Use Tax. (pg 10) }
|
||||
|
||||
{ North Carolina Income Tax Withheld }
|
||||
L20a ; { Your tax withheld }
|
||||
L20b ; { Spouse's tax withheld }
|
||||
|
||||
{ --- Other tax payments. --- }
|
||||
L21a 0 ; { 2024 Estimated Tax paid }
|
||||
L21b 0 ; { Paid with Extension }
|
||||
L21c 0 ; { Partnership }
|
||||
L21d 0 ; { S Coroporation }
|
||||
|
||||
{ -------------------------------------------- }
|
||||
{ --- Optional info for Auto-Fillout only. --- }
|
||||
Your1stName:
|
||||
YourInitial:
|
||||
YourLastName:
|
||||
YourSocSec#:
|
||||
Spouse1stName: { Leave blank if Single, etc. }
|
||||
SpouseInitial:
|
||||
SpouseLastName:
|
||||
SpouseSocSec#:
|
||||
Number&Street:
|
||||
Apt#:
|
||||
Town:
|
||||
State: NC
|
||||
Zipcode:
|
||||
|
||||
{
|
||||
--------------------------------------------
|
||||
}
|
||||
@@ -0,0 +1,36 @@
|
||||
Open Tax Solver - North Carolina State D-400 Personal Income Tax Return
|
||||
-----------------------------------------------------------------------
|
||||
|
||||
Included here is a program, template, and example for
|
||||
North Carolina State D-400 personal income tax form.
|
||||
Intended for use with the NC D-401 Instructions Booklet.
|
||||
|
||||
The NC400_2024_example.txt files is included for testing.
|
||||
The NC400_2024_template.txt file is a blank starting form for
|
||||
entering your tax data. For each filer, copy template to a new
|
||||
name, such as "NC400_2024.txt" or "NC400_2024_aunt_sally.txt,
|
||||
and fill-in the lines.
|
||||
|
||||
The program consists of two files:
|
||||
taxsolve_NC400_2024.c - main, customized for NC D-400.
|
||||
taxsolve_routines.c - general purpose base routines.
|
||||
|
||||
Compile:
|
||||
cc taxsolve_NC400_2024.c -o taxsolve_NC400_2024
|
||||
|
||||
Run:
|
||||
First, run your Federal 1040 taxes and note the output file.
|
||||
../../bin/taxsolve_fed1040_2024 fed1040_2024.txt
|
||||
Then, complete your NC400 form input data file and run.
|
||||
../../bin/taxsolve_NC400_2024 NC400_2024.txt
|
||||
|
||||
|
||||
For updates and further information, see:
|
||||
http://sourceforge.net/projects/opentaxsolver/
|
||||
Documentation:
|
||||
http://opentaxsolver.sourceforge.net/
|
||||
|
||||
|
||||
Contributed by S. Jenkins
|
||||
Updated by Lincoln Baxter for 2007 (lab@lincolnbaxter.com)
|
||||
Updated by ARoberts for 2008-2024 (aston_roberts@yahoo.com)
|
||||
@@ -0,0 +1,102 @@
|
||||
Title: NJ-1040 State 2024 Tax Form { EXAMPLE }
|
||||
|
||||
{ ---- Example ---- }
|
||||
|
||||
Status Married/joint { Single, Married/joint, Married/separate, Head_of_household }
|
||||
YouOver65 no { You Over 65? (answer: yes, no) }
|
||||
SpouseOver65 no { Spouse Over 65? (answer: yes, no) (Ignored if not joint return.) }
|
||||
YouBlindDisa no { You Blind or Disabled? (answer: yes, no) }
|
||||
SpouseBlindDisa no { Spouse Blind or Disabled (answer: yes, no) (Ignored if not joint return.) }
|
||||
YouVeteran no { You Veteran? (answer: yes, no) }
|
||||
SpouseVeteran no { Spouse Veteran? (answer: yes, no) (Ignored if not joint return.) }
|
||||
|
||||
L10 0 { Number of qualified dependent children. }
|
||||
L11 0 { Number of other dependents. }
|
||||
L12 0 { Dependents attending college. }
|
||||
|
||||
L15 30729.66 { Wages (W-2 Box-16) }
|
||||
24539.85
|
||||
;
|
||||
L16a { Taxable Interest }
|
||||
17.71 {Bank Savings}
|
||||
128.52 {Bond-fund}
|
||||
;
|
||||
L16b ; { Tax-exempt Interest }
|
||||
L17 0 { Dividends }
|
||||
20.90 {Company Dividends}
|
||||
112.01 {Mutual fund}
|
||||
;
|
||||
L18 ; { Net Business profits, (Fed Sched C). }
|
||||
L19 { Net Capital Gains -- (No dates needed) }
|
||||
-1658.22 { Bought 100 USX 12-5-02 }
|
||||
2209.95 { Sold 100 USX 2-15-06 }
|
||||
-967.33 { Bought 100 MMM 6-5-04 }
|
||||
1245.25 { Sold 100 MMM 3-25-06 }
|
||||
;
|
||||
L20a ; { Pensions, Annuities, and IRA Withdrawals (pg 14). }
|
||||
L20b ; { Excludable Pensions, Annuities, and IRA Withdrawals (pg 17). }
|
||||
L21 ; { Partnership income. (See pg 24.) }
|
||||
L22 ; { S Corporation income. (See pg 24.) }
|
||||
L23 ; { Rent, royalty, patents income. (Sched NJ-BUS-1, Part IV, Line 4.) }
|
||||
L24 35.00 ; { Net Gambling winnings. }
|
||||
L25 ; { Alimony and maintenance payments Received. }
|
||||
L26 ; { Other (See pg 24). }
|
||||
L28a ; { Pension Exclusion (See pg 26). }
|
||||
L28b ; { Other Retirement Income Exclusion (See worksheet pg 26). }
|
||||
F1 ; { Worksheet F - Medical Expenses. For L30 calculation. }
|
||||
F4 ; { Qualified Archer MSA contribs from Fed form 8853.}
|
||||
F5 ; { Self-employed health insurance deduction. }
|
||||
L32 ; { Alimony and maintenance payments Payed. }
|
||||
L33 ; { Qualified Conservation Contribution. }
|
||||
L34 ; { Health Enterprise Zone Deduction. }
|
||||
L35 ; { Alternative Business Calc Adj (Sched NJ-BUS-2, Line 11) }
|
||||
L36 ; { Organ/Bone Marrow Donation Deduction }
|
||||
L37a ; { NJBEST Deduction }
|
||||
L37b ; { NJCLASS Deduction }
|
||||
L37c ; { NJ Higher Ed Tuition Deduction }
|
||||
|
||||
L40a 1761.05 ; { Property Tax Paid }
|
||||
HomeOwner: Y { HomeOwner (answer: yes, no) }
|
||||
Tenant: Y { Tenant (answer: yes, no) }
|
||||
|
||||
COJ1 24539.85 ; { Income basis for any Out of State taxes paid. Sch COJ (Previously Sch A)}
|
||||
COJ9a 228.35 ; { Out of state taxes paid (ex. City income tax), if any. Sch COJ (Previously Sch A)}
|
||||
|
||||
L46 ; { Sheltered Workshop Tax Credit. }
|
||||
L47 ; { Gold Star Family Counseling Credit }
|
||||
L48 ; { Credit for Employer of Organ/Bone Marrow Donor }
|
||||
L51 39.50 ; { Use Tax Due on Out-of-State Purchases (pg 35). }
|
||||
L52 ; { Interest on underpayment of estimated tax. }
|
||||
L53 ; { Shared Responsibility (Med. Insurance) Payment. }
|
||||
L55 1095.21 { Withheld tax, from W-2's, Box 17 }
|
||||
;
|
||||
L57 ; { NJ Estimated Tax Payments + Credit from last year's return. }
|
||||
L58 ; { NJ Earned Income Tax Credit. (See Sched pg 38.) }
|
||||
L59 ; { Excess NJ UI/HC/WD Withheld, (See pg 38.) }
|
||||
L60 ; { Excess NJ Disability Insurance Withheld, (See pg 38.) }
|
||||
L61 ; { Excess NJ Family Leave Insurance Withheld, (See pg 38.) }
|
||||
L62 ; { Wounded Warriors Caregivers Credit }
|
||||
L63 ; { Pass-Through Business Alternatve Income Tax Credit }
|
||||
L64 ; { Child and Dependent Care Credit }
|
||||
L65 ; { NJ Child Tax Credit }
|
||||
|
||||
{ -------------------------------------------- }
|
||||
{ --- Optional info for Auto-Fillout only. --- }
|
||||
Your1stName: Barabra
|
||||
YourInitial: K
|
||||
YourLastName: Morgan
|
||||
YourSocSec#: 123456789
|
||||
Spouse1stName: Tyler { Leave blank if Single, etc. }
|
||||
SpouseInitial: R
|
||||
SpouseLastName: Morgan
|
||||
SpouseSocSec#: 987654321
|
||||
Number&Street: 456 E. Rutherford Rd.
|
||||
Town: W. Orange
|
||||
State: NJ
|
||||
Zipcode: 07543
|
||||
|
||||
MarkupPDF L39chkG = X
|
||||
|
||||
{
|
||||
--------------------------------------------
|
||||
}
|
||||
@@ -0,0 +1,92 @@
|
||||
Title: NJ-1040 State 2024 Tax Form
|
||||
|
||||
{ --- Your Filing Status & Exemptions --- }
|
||||
|
||||
Status Single { Single, Married/joint, Married/separate, Head_of_household }
|
||||
YouOver65 no { You Over 65? (answer: yes, no) }
|
||||
SpouseOver65 no { Spouse Over 65? (answer: yes, no) (Ignored if not joint return.) }
|
||||
YouBlindDisa no { You Blind or Disabled? (answer: yes, no) }
|
||||
SpouseBlindDisa no { Spouse Blind or Disabled (answer: yes, no) (Ignored if not joint return.) }
|
||||
YouVeteran no { You Veteran? (answer: yes, no) }
|
||||
SpouseVeteran no { Spouse Veteran? (answer: yes, no) (Ignored if not joint return.) }
|
||||
|
||||
L10 0 { Number of qualified dependent children. }
|
||||
L11 0 { Number of other dependents. }
|
||||
L12 0 { Dependents attending college. }
|
||||
|
||||
L15 { Wages (W-2 Box-16) }
|
||||
;
|
||||
L16a { Taxable Interest }
|
||||
;
|
||||
L16b ; { Tax-exempt Interest }
|
||||
L17 { Dividends }
|
||||
;
|
||||
L18 ; { Net Business profits, (Fed Sched C). }
|
||||
L19 { Net Capital Gains -- (No dates needed) }
|
||||
{ (Enter buy cost as negative (-), sell price as positive (+).)}
|
||||
;
|
||||
L20a ; { Pensions, Annuities, and IRA Withdrawals (pg 14). }
|
||||
L20b ; { Excludable Pensions, Annuities, and IRA Withdrawals (pg 17). }
|
||||
L21 ; { Partnership income. (See pg 18.) }
|
||||
L22 ; { S Corporation income. (See pg 18.) }
|
||||
L23 ; { Rent, royalty, patents income. (Sched NJ-BUS-1, Part IV, Line 4.) }
|
||||
L24 ; { Net Gambling winnings. }
|
||||
L25 ; { Alimony and maintenance payments Received. }
|
||||
L26 ; { Other (See pg 20). }
|
||||
L28a ; { Pension Exclusion (See pg 21). }
|
||||
L28b ; { Other Retirement Income Exclusion (See worksheet pg 23). }
|
||||
F1 ; { Worksheet F - Medical Expenses. For L30 calculation. }
|
||||
F4 ; { Qualified Archer MSA contribs from Fed form 8853.}
|
||||
F5 ; { Self-employed health insurance deduction. }
|
||||
L32 ; { Alimony and maintenance payments Payed. }
|
||||
L33 ; { Qualified Conservation Contribution. }
|
||||
L34 ; { Health Enterprise Zone Deduction. }
|
||||
L35 ; { Alternative Business Calc Adj (Sched NJ-BUS-2, Line 11) }
|
||||
L36 ; { Organ/Bone Marrow Donation Deduction }
|
||||
L37a ; { NJBEST Deduction }
|
||||
L37b ; { NJCLASS Deduction }
|
||||
L37c ; { NJ Higher Ed Tuition Deduction }
|
||||
|
||||
L40a ; { Property Tax Paid }
|
||||
HomeOwner: { HomeOwner (answer: yes, no) }
|
||||
Tenant: { Tenant (answer: yes, no) }
|
||||
|
||||
COJ1 ; { Income basis for any Out of State taxes paid. Sch COJ (Previously Sch A)}
|
||||
COJ9a ; { Out of state taxes paid (ex. City income tax), if any. Sch COJ (Previously Sch A)}
|
||||
|
||||
L46 ; { Sheltered Workshop Tax Credit. }
|
||||
L47 ; { Gold Star Family Counseling Credit }
|
||||
L48 ; { Credit for Employer of Organ/Bone Marrow Donor }
|
||||
L51 ; { Use Tax Due on Out-of-State Purchases (pg 37). }
|
||||
L52 ; { Interest on underpayment of estimated tax. }
|
||||
L53 ; { Shared Responsibility (Med. Insurance) Payment. }
|
||||
L55 { Withheld tax, from W-2's, Box 17 }
|
||||
;
|
||||
L57 ; { NJ Estimated Tax Payments + Credit from last year's return. }
|
||||
L58 ; { NJ Earned Income Tax Credit. (See Sched pg 39.) }
|
||||
L59 ; { Excess NJ UI/HC/WD Withheld, (See pg 39.) }
|
||||
L60 ; { Excess NJ Disability Insurance Withheld, (See pg 39.) }
|
||||
L61 ; { Excess NJ Family Leave Insurance Withheld, (See pg 39.) }
|
||||
L62 ; { Wounded Warriors Caregivers Credit, (See pg 40.) }
|
||||
L63 ; { Pass-Through Business Alternatve Income Tax Credit }
|
||||
L64 ; { Child and Dependent Care Credit }
|
||||
L65 ; { NJ Child Tax Credit }
|
||||
|
||||
{ -------------------------------------------- }
|
||||
{ --- Optional info for Auto-Fillout only. --- }
|
||||
Your1stName:
|
||||
YourInitial:
|
||||
YourLastName:
|
||||
YourSocSec#:
|
||||
Spouse1stName: { Leave blank if Single, etc. }
|
||||
SpouseInitial:
|
||||
SpouseLastName:
|
||||
SpouseSocSec#:
|
||||
Number&Street:
|
||||
Town:
|
||||
State: NJ
|
||||
Zipcode:
|
||||
|
||||
{
|
||||
--------------------------------------------
|
||||
}
|
||||
@@ -0,0 +1,15 @@
|
||||
Open Tax Solveer - NJ State Tax Returns
|
||||
---------------------------------------
|
||||
|
||||
Included here is a program, template, and example for
|
||||
New Jersey State tax form NJ-1040.
|
||||
|
||||
The example*.txt file is included for testing.
|
||||
The template*.txt file is a blank starting form for entering
|
||||
your tax data.
|
||||
|
||||
Compile:
|
||||
cc taxsolve_NJ_1040_2024.c -o taxsolve_NJ_1040_2024
|
||||
|
||||
Run:
|
||||
./taxsolve_NJ_1040_2024 NJ_1040_2024.txt
|
||||
@@ -0,0 +1,90 @@
|
||||
Title: NY State 2024 Tax Form IT-201 - EXAMPLE
|
||||
|
||||
{ --- EXAMPLE --- }
|
||||
|
||||
Round_to_Whole_Dollars
|
||||
|
||||
{ Data for NY Lines 1-19 is collected by scanning Federal return to avoid re-entering it. }
|
||||
FileName tax_form_files/US_1040/US_1040_example_out.txt { File-name of Federal Return output file. }
|
||||
|
||||
{ --- Your Info --- (fieldsz=12) }
|
||||
|
||||
YourDOB 11/11/1988 { Your Date of Birth (mm/dd/yyyy) }
|
||||
SpouseDOB 1/2/1991 { Spouse Date of Birth (mm/dd/yyyy) or leave blank. }
|
||||
|
||||
County Putnam { County }
|
||||
SchooldDist Wilshire { School District (for PDF form). }
|
||||
SchoolCode R456 { School Code (for PDF form). }
|
||||
|
||||
D1_ForeignAcct n { Did you have a foreign account? (answer: y, n) }
|
||||
D2_1-YonkRelCred n/a { Yonker resident recv. Prop. relief credit? (answer: y, n, n/a)) }
|
||||
D2_2-YRCamount { Enter amount of Yonkers Relief Credit (or leave blank). }
|
||||
D3-NonQualComp n { Required to report NonQualified Deferred Comp? (answer: y, n) }
|
||||
E1_LivedNYC n { Did you or spouse maintain living quarters in NYC? (answer: y, n) }
|
||||
E2_DaysNYC { Days NYC? (or leave blank) }
|
||||
F1_MonthsYouNYC { Months You lived in NYC }
|
||||
F2_MonthsSpNYC { Months Spouse lived in NYC }
|
||||
G_SpecCondCode { 2-character special condition code if applicable. }
|
||||
|
||||
Dependent no { Are you a Dependent on another's return? (answer: yes, no) }
|
||||
|
||||
{ ----- NY Additions ----- }
|
||||
L20 20 ; { Interest income from non-NY state or local bonds }
|
||||
L21 21 ; { Public employee retirement contributions (pg 17) }
|
||||
L22 22 ; { New York's 529 college savings program distributions (pg 17) }
|
||||
L23 23 ; { Other (Form IT-225, line 9) }
|
||||
|
||||
{ ----- NY Subtractions ----- }
|
||||
L26 26 ; { Pensions of NYState, local & fed gov'ts (see page 18) }
|
||||
L28 28 ; { US Gov't Bond Interest }
|
||||
L29 29 ; { Pension and annuity income exclusion }
|
||||
L30 30 ; { New York's 529 college savings program deduction/earnings }
|
||||
L31 31 ; { Other (Form IT-225, line 18) }
|
||||
|
||||
LTcare% 10 ; { Percent of long-term care premiums in Fed-Sched-A line 1, if any. }
|
||||
AddAdj 20 ; { Any additional itemization adjustments (worksheet line k pg 26) }
|
||||
CollegeDed 30 ; { College tuition itemized deduction (Form IT-272 ) }
|
||||
IT196_41 ; { State, local, and foreign income tax subtraction adjustments }
|
||||
IT196_43 ; { College tuition itemized deduction. }
|
||||
IT196_44 ; { Addition adjustments (see IT-196 instructions)}
|
||||
IT196_48 ; { College tuition itemized deduction. }
|
||||
|
||||
L36 1 ; { Number of Dependent Exemptions (Pg 21) }
|
||||
Exemptions 1 { Number of NY dependent exemptions, Pg 21. }
|
||||
|
||||
L41 41 ; { Resident credit, Form IT-112-R or IT-112-C, pg 23 }
|
||||
L42 42 ; { Other New York State nonrefundable credits }
|
||||
L45 45 ; { Net Other New York State taxes, Form IT-201-ATT, line 30 }
|
||||
NYC_Resident no ; { City of New York Resident (answer: yes, no) }
|
||||
|
||||
{ ----- City of New York taxes and credits -- ONLY ----- }
|
||||
L50 ; { Part-year New York City resident tax }
|
||||
L51 ; { Other NYC taxes (from IT-201-ATT part III, line 4) }
|
||||
L53 ; { NYC nonrefundable credits (from IT-201-ATT part IV, line 6-7) }
|
||||
L54a ; { MCTMT net earnings base for Zone 1 }
|
||||
L54b ; { MCTMT net earnings base for Zone 2 }
|
||||
L54c ; { MCTMT for Zone 1 }
|
||||
L54d ; { MCTMT for Zone 2 }
|
||||
L55 ; { Yonkers resident income tax surcharge }
|
||||
L56 ; { Yonkers non-resident earnings tax (Form &-203) }
|
||||
L57 ; { Part-year Yonkers resident income tax surcharge }
|
||||
{ -- }
|
||||
|
||||
L59 59 ; { Sales or use tax, pg 27. }
|
||||
L60 60 ; { Voluntary Gift contributions, pg 28. }
|
||||
L63 63 ; { Empire State child credit (attach new Form IT-213) }
|
||||
L64 64 ; { NY Child care/dependent credit. Form IT-216. }
|
||||
L65 65 ; { NY Earned income credit. Form IT-213. }
|
||||
L66 66 ; { NY State noncustodial parent EIC (attach new Form IT-209) }
|
||||
L67 67 ; { Real property credit. Form IT-214. }
|
||||
L68 68 ; { College tuition credit. Form IT-272. }
|
||||
|
||||
L71 71 ; { Other refundable credits, IT-201-ATT line 18)}
|
||||
L72 1503 ; { Total NY State tax withheld. }
|
||||
|
||||
{ ----- NYC Residents ONLY --- City and Yonkers tax withheld ----- }
|
||||
L73 ; { Total City of NY tax withheld. }
|
||||
L74 ; { Yonkers tax withheld. }
|
||||
{ -- }
|
||||
|
||||
L75 75 ; { Total estimated tax payments (from IT-370) }
|
||||
@@ -0,0 +1,91 @@
|
||||
Title: NY State 2024 Tax Form IT-201
|
||||
|
||||
{ Data is collected by scanning your Federal return to avoid re-entering it. }
|
||||
FileName tax_form_files/US_1040/your_fed_out.txt { File-name of Federal Return output file. }
|
||||
|
||||
{ --- Your Info --- (fieldsz=12) }
|
||||
|
||||
YourDOB { Your Date of Birth (mm/dd/yyyy) }
|
||||
SpouseDOB { Spouse Date of Birth (mm/dd/yyyy) or leave blank. }
|
||||
|
||||
County { County (for PDF form). }
|
||||
SchooldDist { School District (for PDF form). }
|
||||
SchoolCode { School Code (for PDF form). }
|
||||
|
||||
D1_ForeignAcct n { Did you have a foreign account? (answer: y, n) }
|
||||
D2_1-YonkRelCred n/a { Yonker resident recv. Prop. relief credit? (answer: y, n, n/a)) }
|
||||
D2_2-YRCamount { Enter amount of Yonkers Relief Credit (or leave blank). }
|
||||
D3-NonQualComp n { Required to report NonQualified Deferred Comp? (answer: y, n) }
|
||||
E1_LivedNYC n { Did you or spouse maintain living quarters in NYC? (answer: y, n) }
|
||||
E2_DaysNYC { Days NYC? (or leave blank) }
|
||||
F1_MonthsYouNYC { Months You lived in NYC }
|
||||
F2_MonthsSpNYC { Months Spouse lived in NYC }
|
||||
G_SpecCondCode { 2-character special condition code if applicable. }
|
||||
|
||||
Dependent no { Are you a Dependent on another's return? (answer: yes, no) }
|
||||
|
||||
{ ----- NY Additions ----- }
|
||||
L20 ; { Interest income from non-NY state or local bonds }
|
||||
L21 ; { Public employee retirement contributions (pg 17) }
|
||||
L22 ; { New York's 529 college savings program distributions (pg 17) }
|
||||
L23 ; { Other (Form IT-225, line 9) }
|
||||
|
||||
{ ----- NY Subtractions ----- }
|
||||
L26 ; { Pensions of NYState, local & fed gov'ts (see page 18) }
|
||||
L28 ; { US Gov't Bond Interest }
|
||||
L29 ; { Pension and annuity income exclusion }
|
||||
L30 ; { New York's 529 college savings program deduction/earnings }
|
||||
L31 ; { Other (Form IT-225, line 18) }
|
||||
|
||||
{ ----- IT-196 Entries ----- }
|
||||
LTcare% ; { Percent of long-term care premiums in Fed-Sched-A line 1, if any. }
|
||||
AddAdj ; { Any additional itemization adjustments (worksheet line k pg 26) }
|
||||
CollegeDed ; { College tuition itemized deduction (Form IT-272 ) }
|
||||
IT196_41 ; { State, local, and foreign income tax subtraction adjustments }
|
||||
IT196_43 ; { College tuition itemized deduction. }
|
||||
IT196_44 ; { Addition adjustments (see IT-196 instructions)}
|
||||
IT196_48 ; { College tuition itemized deduction. }
|
||||
|
||||
L36 ; { Number of Dependent Exemptions (Pg 21) }
|
||||
Exemptions 0 { Number of NY dependent exemptions, Pg 21. }
|
||||
|
||||
L41 ; { Resident credit, Form IT-112-R or IT-112-C, pg 23 }
|
||||
L42 ; { Other New York State nonrefundable credits }
|
||||
L45 ; { Net Other New York State taxes, Form IT-201-ATT, line 30 }
|
||||
NYC_Resident no ; { City of New York Resident (answer: yes, no) }
|
||||
|
||||
{ ----- City of New York taxes and credits -- ONLY ----- }
|
||||
L50 ; { Part-year New York City resident tax }
|
||||
L51 ; { Other NYC taxes (from IT-201-ATT part III, line 4) }
|
||||
L53 ; { NYC nonrefundable credits (from IT-201-ATT part IV, line 6-7) }
|
||||
L54a ; { MCTMT net earnings base for Zone 1 }
|
||||
L54b ; { MCTMT net earnings base for Zone 2 }
|
||||
L54c ; { MCTMT for Zone 1 }
|
||||
L54d ; { MCTMT for Zone 2 }
|
||||
L55 ; { Yonkers resident income tax surcharge }
|
||||
L56 ; { Yonkers non-resident earnings tax (Form &-203) }
|
||||
L57 ; { Part-year Yonkers resident income tax surcharge }
|
||||
{ -- }
|
||||
|
||||
L59 ; { Sales or use tax, pg 27. }
|
||||
L60 ; { Voluntary Gift contributions, pg 28. }
|
||||
L63 ; { Empire State child credit (attach new Form IT-213) }
|
||||
L64 ; { NY Child care/dependent credit. Form IT-216. }
|
||||
L65 ; { NY Earned income credit. Form IT-213. }
|
||||
L66 ; { NY State noncustodial parent EIC (attach new Form IT-209) }
|
||||
L67 ; { Real property credit. Form IT-214. }
|
||||
L68 ; { College tuition credit. Form IT-272. }
|
||||
|
||||
L71 ; { Other refundable credits, IT-201-ATT line 18)}
|
||||
L72 ; { Total NY State tax withheld. }
|
||||
|
||||
{ ----- NYC Residents ONLY --- City and Yonkers tax withheld ----- }
|
||||
L73 ; { Total City of NY tax withheld. }
|
||||
L74 ; { Yonkers tax withheld. }
|
||||
{ -- }
|
||||
|
||||
L75 ; { Total estimated tax payments (from IT-370) }
|
||||
|
||||
{
|
||||
----------------------------
|
||||
}
|
||||
@@ -0,0 +1,15 @@
|
||||
Open Tax Solveer - NY State Tax Returns
|
||||
---------------------------------------
|
||||
|
||||
In here are included programs, templates, and examples for
|
||||
New York State tax form IT-201.
|
||||
|
||||
The example*.txt file is included for testing.
|
||||
The template*.txt file is a blank starting form for entering
|
||||
your tax data.
|
||||
|
||||
Compile:
|
||||
cc taxsolve_NY_IT201_2024.c -o taxsolve_NY_IT201_2024
|
||||
|
||||
Run:
|
||||
./taxsolve_NY_IT201_2024 NY_IT201_2024_template.txt
|
||||
@@ -0,0 +1,139 @@
|
||||
Title: Ohio IT1040 State 2024 Tax Form -- EXAMPLE
|
||||
|
||||
{ -- EXAMPLE -- }
|
||||
|
||||
Status Single { Single, Married/joint, Married/separate, Head_of_household }
|
||||
|
||||
Exemptions 1 ; { Exemptions, self=1/depend=2,3,... (answer: 1, 2, 3, 4, 5, ...) }
|
||||
|
||||
JointCredit No { Yes if Married-Filing-Jointly & both have AGI >= $500. (answer: Yes, No)}
|
||||
|
||||
L1 33,456.00 ; { Federal Adjusted Gross Income (IRS form 1040, line 11) }
|
||||
L4 823.45 ; { Personal and dependent exemption deduction, Sched-J }
|
||||
L6 3,456 ; { Taxable business income (Ohio Schedule IT BUS, line 13) }
|
||||
L8b 500 ; { Business income tax liability (Schedule IT BUS, line 14) }
|
||||
L11 ; { Interest penalty on underpayment of estimated tax (Ohio IT/SD 2210) }
|
||||
L12 78.90 ; { Sales and use tax due }
|
||||
L14 865.67 ; { Ohio Tax Withheld (box 17 on your W-2) }
|
||||
L15 ; { Estimated & extension payments made, & credit carryforward from last year }
|
||||
L17 ; { Amended return only - amount previously paid with original }
|
||||
L19 ; { Amended return only - overpayment previously received on original }
|
||||
|
||||
{ --- Additions --- (Items not included in line L1 above.) }
|
||||
SchedA_1 120 ; { Non-Ohio state or local government interest and dividends }
|
||||
SchedA_2 ; { Ohio pass-through entity and financial institutions taxes paid }
|
||||
SchedA_3 45 ; { Taxes paid to another state or District of Columbia related to IRS notice 2021-75 }
|
||||
SchedA_4 ; { 529 plan funds used for non-qualified expenses }
|
||||
SchedA_5 ; { Losses from sale or disposition of Ohio public obligations }
|
||||
SchedA_6 ; { Nonmedical withdrawals from medical savings account }
|
||||
SchedA_7 ; { Reimbursement of expenses previously deducted for Ohio income tax return }
|
||||
SchedA_8 ; { Ineligible withdrawals from an Ohio Homebuyer Plus account. }
|
||||
{ - Federal - }
|
||||
SchedA_9 321.7 ; { Internal Revenue Code sections 168(k) and 179 depreciation expense add-back }
|
||||
SchedA_10 ; { Exempt federal interest and dividends subject to state taxation }
|
||||
SchedA_11 ; { Federal conformity additions }
|
||||
|
||||
{ --- Deductions --- }
|
||||
SchedA_13 99.0 ; { Business income deduction (Ohio Schedule IT BUS, line 13) }
|
||||
SchedA_14 3,333 ; { Compensation earned in Ohio by residents of neighboring states }
|
||||
SchedA_15 ; { Taxable refunds, credits, or offsets of state * local income taxes (Fed1040 Sched-1 L1)}
|
||||
SchedA_16 ; { Taxable Social Security benefits (Fed1040 L6b) }
|
||||
SchedA_17 ; { Certain railroad retirement benefits }
|
||||
SchedA_18 78.11 ; { Interest income from Ohio public obligations ... }
|
||||
SchedA_19 ; { Amounts contributed to Ohio county's individual development account }
|
||||
SchedA_20 ; { Amounts contributed to a STABLE account: Ohio's ABLE plan. }
|
||||
SchedA_21 ; { Income earned in Ohio by a qualifying out-of-state business }
|
||||
SchedA_22 ; { Certain payments related to the East Palestine train derailment. }
|
||||
SchedA_23 ; { Ohio adoption grant payments received from Ohio Dept of Job & Family Services }
|
||||
SchedA_24 ; { Amounts contributed to and interest earned on an Ohio Homebuyer Plus account }
|
||||
|
||||
{ - Federal - }
|
||||
SchedA_25 22.10 ; { Federal interest and dividends exempt from state taxation }
|
||||
SchedA_26 ; { Deduction of prior year 168(k) and 179 depreciation add-backs }
|
||||
SchedA_27 ; { Refund or reimbursements shown on IRS 1040, Sched 1, line 21 }
|
||||
SchedA_28 ; { Repayment of income reported in a prior year }
|
||||
SchedA_29 88.02 ; { Wage expense not deducted based on Federal work opportunity tax credit }
|
||||
SchedA_30 ; { Federal conformity deductions }
|
||||
|
||||
{ - Uniformed Services - }
|
||||
SchedA_31 6,000.0 ; { Military pay for Ohio residents received while stationed outside Ohio }
|
||||
SchedA_32 ; { Income earned by military nonresidents ... }
|
||||
SchedA_33 ; { Uniformed services retirement income }
|
||||
SchedA_34 ; { Military injury relief fund }
|
||||
SchedA_35 ; { Certain Ohio National Guard reimbursements and benefits }
|
||||
|
||||
{ - Education - }
|
||||
SchedA_36 500.0 ; { Amounts contributed to 529 Plan. }
|
||||
SchedA_37 ; { Pell College Opportunity taxable grant amounts used for room and board }
|
||||
SchedA_38 ; { Ohio educator expenses in excess of federal deduction }
|
||||
SchedA_39 ; { Income from loan repayments by Ohio DOHE under rural incentive program. }
|
||||
SchedA_40 ; { Grant payments made by Ohio DOHE on behalf of adopted students. }
|
||||
|
||||
{ - Medical - }
|
||||
SchedA_41 ; { Disability benefits }
|
||||
SchedA_42 ; { Survivorship benefits }
|
||||
SchedA_43 ; { Unreimbursed medical and health care expenses }
|
||||
SchedA_44 ; { Medical savings account contributions/earnings }
|
||||
SchedA_45 230.00 ; { Qualified organ donor expenses }
|
||||
|
||||
{ --- Schedule of Credits --- }
|
||||
Credits_2 ; { Retirement income credit. (include 1099-R forms) }
|
||||
Credits_3 ; { Lump sum retirement credit (Ohio LS WKS, line 6) }
|
||||
Credits_4 ; { Senior citizen credit }
|
||||
Credits_5 ; { Lump sum distribution credit }
|
||||
Credits_6 ; { Child care and dependent care credit }
|
||||
Credits_7 20.00 ; { Displaced worker training credit }
|
||||
Credits_8 4.44 ; { Campaign contribution credit for Ohio General Assembly }
|
||||
|
||||
Credits_13 ; { Earned income credit. }
|
||||
Credits_14 ; { Home school expenses credit. }
|
||||
Credits_15 ; { Scholarship donation credit. }
|
||||
Credits_16 ; { Nonchartered, nonpublic school tuition credit. }
|
||||
Credits_17 10.00 ; { Credit for work-based learning experiences }
|
||||
Credits_18 50.00 ; { Ohio adoption credit }
|
||||
Credits_19 ; { Job retention credit, nonrefundable portion }
|
||||
Credits_20 ; { Credit for eligible new employees in enterprise zones }
|
||||
Credits_21 32.31 ; { Credit for the beginning farmers financial management program }
|
||||
Credits_22 ; { Credit for commercial vehicle operator training expenses }
|
||||
Credits_23 ; { Welcome Home Ohio credit }
|
||||
Credits_24 ; { Credit for sale/rental of agricultural assets to beginning farmers }
|
||||
Credits_25 ; { Grape production credit }
|
||||
Credits_26 10.00 ; { InvestOhio credit (include a copy of the credit certificate) }
|
||||
Credits_27 3.50 ; { Lead abatement credit }
|
||||
Credits_28 22.00 ; { Opportunity zone investment credit }
|
||||
Credits_29 75.00 ; { Tech investment credit }
|
||||
Credits_30 ; { Enterprise zone day care and training credits }
|
||||
Credits_31 50.14 ; { Research and development credit }
|
||||
Credits_32 ; { Nonrefundable Ohio historic preservation credit }
|
||||
Credits_33 ; { Ohio low-income housing credit (include a copy of the credit certificate) }
|
||||
Credits_34 ; { Affordable single-family housing credit (include a copy of the credit certificate) }
|
||||
|
||||
{ - Residency Credits - }
|
||||
Credits_37 ; { Nonresident credit - Ohio IT NRC, line 20 (include a copy) }
|
||||
Credits_38 94,242.42 ; { Resident credit - OH IT RC, line 7(include a copy) }
|
||||
|
||||
{ - Refundable Credits - }
|
||||
Credits_40 9.0 ; { Refundable Historic preservation credit }
|
||||
Credits_41 ; { Refundable Business jobs credit }
|
||||
Credits_42 ; { Pass-through entity credit }
|
||||
Credits_43 20.0 ; { Motion picture production credit }
|
||||
Credits_44 ; { Film and theater capital improvements credit }
|
||||
Credits_45 10.0 ; { Venture capital credit }
|
||||
|
||||
{ ------------------------------------------- }
|
||||
{ --- Optional info for Auto-Fillout only. --- }
|
||||
Your1stName: Fred, P { First name, Middle Initial }
|
||||
YourLastName: Symthe
|
||||
YourSocSec#: 123-45-6789
|
||||
Spouse1stName: { First name, Middle Initial (Leave blank if Single, etc.) }
|
||||
SpouseLastName:
|
||||
SpouseSocSec#:
|
||||
Number&Street: 432 Ormo St
|
||||
Town: Halo Ville
|
||||
Zipcode: 43004
|
||||
AddressLine2: Unit B
|
||||
OhioCounty: LIMA { 4 letters }
|
||||
|
||||
{
|
||||
--------------------------------------------
|
||||
}
|
||||
@@ -0,0 +1,138 @@
|
||||
Title: Ohio IT1040 State 2024 Tax Form
|
||||
|
||||
{ --- Your Filing Status & Exemptions --- }
|
||||
|
||||
Status Single { Single, Married/joint, Married/separate, Head_of_household }
|
||||
|
||||
Exemptions ; { Exemptions, self=1/depend=2,3,... (answer: 1, 2, 3, 4, 5, ...) }
|
||||
|
||||
JointCredit No { Yes if Married-Filing-Jointly & both have AGI >= $500. (answer: Yes, No)}
|
||||
|
||||
L1 ; { Federal Adjusted Gross Income (IRS form 1040, line 11) }
|
||||
L4 ; { Personal and dependent exemption deduction, Sched-J }
|
||||
L6 ; { Taxable business income (Ohio Schedule IT BUS, line 13) }
|
||||
L8b ; { Business income tax liability (Schedule IT BUS, line 14) }
|
||||
L11 ; { Interest penalty on underpayment of estimated tax (Ohio IT/SD 2210) }
|
||||
L12 ; { Sales and use tax due }
|
||||
L14 ; { Ohio Tax Withheld (box 17 on your W-2) }
|
||||
L15 ; { Estimated & extension payments made, & credit carryforward from last year }
|
||||
L17 ; { Amended return only - amount previously paid with original }
|
||||
L19 ; { Amended return only - overpayment previously received on original }
|
||||
|
||||
{ --- Additions --- (Items not included in line L1 above.) }
|
||||
SchedA_1 ; { Non-Ohio state or local government interest and dividends }
|
||||
SchedA_2 ; { Ohio pass-through entity and financial institutions taxes paid }
|
||||
SchedA_3 ; { Taxes paid to another state or District of Columbia related to IRS notice 2021-75 }
|
||||
SchedA_4 ; { 529 plan funds used for non-qualified expenses }
|
||||
SchedA_5 ; { Losses from sale or disposition of Ohio public obligations }
|
||||
SchedA_6 ; { Nonmedical withdrawals from medical savings account }
|
||||
SchedA_7 ; { Reimbursement of expenses previously deducted for Ohio income tax return }
|
||||
SchedA_8 ; { Ineligible withdrawals from an Ohio Homebuyer Plus account. }
|
||||
{ - Federal - }
|
||||
SchedA_9 ; { Internal Revenue Code sections 168(k) and 179 depreciation expense add-back }
|
||||
SchedA_10 ; { Exempt federal interest and dividends subject to state taxation }
|
||||
SchedA_11 ; { Federal conformity additions }
|
||||
|
||||
{ --- Deductions --- }
|
||||
SchedA_13 ; { Business income deduction (Ohio Schedule IT BUS, line 13) }
|
||||
SchedA_14 ; { Compensation earned in Ohio by residents of neighboring states }
|
||||
SchedA_15 ; { Taxable refunds, credits, or offsets of state * local income taxes (Fed1040 Sched-1 L1)}
|
||||
SchedA_16 ; { Taxable Social Security benefits (Fed1040 L6b) }
|
||||
SchedA_17 ; { Certain railroad retirement benefits }
|
||||
SchedA_18 ; { Interest income from Ohio public obligations ... }
|
||||
SchedA_19 ; { Amounts contributed to Ohio county's individual development account }
|
||||
SchedA_20 ; { Amounts contributed to a STABLE account: Ohio's ABLE plan. }
|
||||
SchedA_21 ; { Income earned in Ohio by a qualifying out-of-state business }
|
||||
SchedA_22 ; { Certain payments related to the East Palestine train derailment. }
|
||||
SchedA_23 ; { Ohio adoption grant payments received from Ohio Dept of Job & Family Services }
|
||||
SchedA_24 ; { Amounts contributed to and interest earned on an Ohio Homebuyer Plus account. }
|
||||
|
||||
{ - Federal - }
|
||||
SchedA_25 ; { Federal interest and dividends exempt from state taxation }
|
||||
SchedA_26 ; { Deduction of prior year 168(k) and 179 depreciation add-backs }
|
||||
SchedA_27 ; { Refund or reimbursements shown on IRS 1040, Sched 1, line 21 }
|
||||
SchedA_28 ; { Repayment of income reported in a prior year }
|
||||
SchedA_29 ; { Wage expense not deducted based on Federal work opportunity tax credit }
|
||||
SchedA_30 ; { Federal conformity deductions }
|
||||
|
||||
{ - Uniformed Services - }
|
||||
SchedA_31 ; { Military pay for Ohio residents received while stationed outside Ohio }
|
||||
SchedA_32 ; { Income earned by military nonresidents ... }
|
||||
SchedA_33 ; { Uniformed services retirement income }
|
||||
SchedA_34 ; { Military injury relief fund }
|
||||
SchedA_35 ; { Certain Ohio National Guard reimbursements and benefits }
|
||||
|
||||
{ - Education - }
|
||||
SchedA_36 ; { Amounts contributed to 529 Plan. }
|
||||
SchedA_37 ; { Pell College Opportunity taxable grant amounts used for room and board }
|
||||
SchedA_38 ; { Ohio educator expenses in excess of federal deduction }
|
||||
SchedA_39 ; { Income from loan repayments by Ohio DOHE under rural incentive program. }
|
||||
SchedA_40 ; { Grant payments made by Ohio DOHE on behalf of adopted students. }
|
||||
|
||||
{ - Medical - }
|
||||
SchedA_41 ; { Disability benefits }
|
||||
SchedA_42 ; { Survivorship benefits }
|
||||
SchedA_43 ; { Unreimbursed medical and health care expenses }
|
||||
SchedA_44 ; { Medical savings account contributions/earnings }
|
||||
SchedA_45 ; { Qualified organ donor expenses }
|
||||
|
||||
{ --- Schedule of Credits --- }
|
||||
Credits_2 ; { Retirement income credit. (include 1099-R forms) }
|
||||
Credits_3 ; { Lump sum retirement credit (Ohio LS WKS, line 6) }
|
||||
Credits_4 ; { Senior citizen credit }
|
||||
Credits_5 ; { Lump sum distribution credit }
|
||||
Credits_6 ; { Child care and dependent care credit }
|
||||
Credits_7 ; { Displaced worker training credit }
|
||||
Credits_8 ; { Campaign contribution credit for Ohio General Assembly }
|
||||
|
||||
Credits_13 ; { Earned income credit. }
|
||||
Credits_14 ; { Home school expenses credit. }
|
||||
Credits_15 ; { Scholarship donation credit. }
|
||||
Credits_16 ; { Nonchartered, nonpublic school tuition credit. }
|
||||
Credits_17 ; { Credit for work-based learning experiences }
|
||||
Credits_18 ; { Ohio adoption credit }
|
||||
Credits_19 ; { Job retention credit, nonrefundable portion }
|
||||
Credits_20 ; { Credit for eligible new employees in enterprise zones }
|
||||
Credits_21 ; { Credit for the beginning farmers financial management program }
|
||||
Credits_22 ; { Credit for commercial vehicle operator training expenses }
|
||||
Credits_23 ; { Welcome Home Ohio credit }
|
||||
Credits_24 ; { Credit for sale/rental of agricultural assets to beginning farmers }
|
||||
Credits_25 ; { Grape production credit }
|
||||
Credits_26 ; { InvestOhio credit (include a copy of the credit certificate) }
|
||||
Credits_27 ; { Lead abatement credit }
|
||||
Credits_28 ; { Opportunity zone investment credit }
|
||||
Credits_29 ; { Tech investment credit }
|
||||
Credits_30 ; { Enterprise zone day care and training credits }
|
||||
Credits_31 ; { Research and development credit }
|
||||
Credits_32 ; { Nonrefundable Ohio historic preservation credit }
|
||||
Credits_33 ; { Ohio low-income housing credit (include a copy of the credit certificate) }
|
||||
Credits_34 ; { Affordable single-family housing credit (include a copy of the credit certificate) }
|
||||
|
||||
{ - Residency Credits - }
|
||||
Credits_37 ; { Nonresident credit - Ohio IT NRC, line 20 (include a copy) }
|
||||
Credits_38 ; { Resident credit - OH IT RC, line 7(include a copy) }
|
||||
|
||||
{ - Refundable Credits - }
|
||||
Credits_40 ; { Refundable Historic preservation credit }
|
||||
Credits_41 ; { Refundable Business jobs credit }
|
||||
Credits_42 ; { Pass-through entity credit }
|
||||
Credits_43 ; { Motion picture production credit }
|
||||
Credits_44 ; { Film and theater capital improvements credit }
|
||||
Credits_45 ; { Venture capital credit }
|
||||
|
||||
{ ------------------------------------------- }
|
||||
{ --- Optional info for Auto-PDF-Fillout. --- }
|
||||
Your1stName: { First name, Middle Initial }
|
||||
YourLastName:
|
||||
YourSocSec#:
|
||||
Spouse1stName: { First name, Middle Initial (Leave blank if Single, etc.) }
|
||||
SpouseLastName:
|
||||
SpouseSocSec#:
|
||||
Number&Street:
|
||||
Town:
|
||||
Zipcode:
|
||||
AddressLine2:
|
||||
OhioCounty: { 4 letters }
|
||||
{
|
||||
-------------------------------------------
|
||||
}
|
||||
@@ -0,0 +1,18 @@
|
||||
Open Tax Solver - Ohio IT-1040 State Tax Return
|
||||
-----------------------------------------------
|
||||
|
||||
Included here is a program, template, and example for
|
||||
Ohio State tax form IT-1040.
|
||||
|
||||
The example*.txt file is included for testing.
|
||||
The template*.txt file is a blank starting form for entering
|
||||
your tax data.
|
||||
|
||||
Compile:
|
||||
cc src/taxsolve_OH_IT1040_2024.c -o bin/taxsolve_OH_IT1040_2024
|
||||
|
||||
Run:
|
||||
bin/taxsolve_OH_IT1040_2024 OH1040_2024.txt
|
||||
|
||||
Or, from this directory:
|
||||
../../bin/taxsolve_OH_IT1040_2024 OH1040_2024.txt
|
||||
@@ -0,0 +1,196 @@
|
||||
Title: Oregon Form OR-40 - 2024
|
||||
|
||||
{ --- Federal Return --- }
|
||||
FileName1040: tax_form_files/US_1040/US_1040_example_out.txt {File-name of Form 1040 output file.}
|
||||
{ --- Fiscal Year, Amended Return, Special Status --- }
|
||||
FiscalYearEnd: { For fiscal year filers, enter fiscal year end as MM/DD/YYYY}
|
||||
CkAmended No { Is this an amended return ? (answer: Yes, No) }
|
||||
NOLTaxYear: { If amending for an NOL (Net Operating Loss), enter the tax year the NOL was generated }
|
||||
CkCalcAsIfFed No { Calculated with "as if" federal return? (answer: Yes, No) }
|
||||
CkShortYear No { Short-year tax election? (answer: Yes, No) }
|
||||
CkExtFiled No { Extension Filed? (answer: Yes, No) }
|
||||
CkFormOR24 No { Form OR-24? (answer: Yes, No) }
|
||||
CkFormOR243 No { Form OR-243? (answer: Yes, No) }
|
||||
CkFedForm8379 No { Federal Form 8379? (answer: Yes, No) }
|
||||
CkFedForm8886 No { Federal Form 8886? (answer: Yes, No) }
|
||||
CkDisasterRelief No { Disaster relief? (answer: Yes, No) }
|
||||
{ --- Optional info for auto-fillout only --- }
|
||||
{ The federal Form 1040 is used as the primary source for optional personal
|
||||
info, but Oregon requires the following additional information. }
|
||||
YourDOB: 01/01/1951 { Enter your date of birth as MM/DD/YYYY }
|
||||
CkYFirstSSN No { Your first time using this SSN? (answer: Yes, No) }
|
||||
CkYAppITIN No { You applied for ITIN? (answer: Yes, No) }
|
||||
CkYDeceased No { Taxpayer is deceased? (answer: Yes, No) }
|
||||
SpouseDOB: 04/01/1955 { Enter your spouse's date of birth as MM/DD/YYYY }
|
||||
CkSFirstSSN No { Spouse first time using this SSN? (answer: Yes, No) }
|
||||
CkSAppITIN No { Spouse applied for ITIN? (answer: Yes, No) }
|
||||
CkSDeceased No { Spouse is deceased? (answer: Yes, No) }
|
||||
Country: US { Country }
|
||||
Phone: 000-111-2222 { Phone number, enter as XXX-XXX-XXXX }
|
||||
{ --- Exemptions --- }
|
||||
CkL6aRegular Yes { Regular exemption credit for yourself? (answer: Yes, No) }
|
||||
CkL6aDisabled No { You are severely disabled? (answer: Yes, No) }
|
||||
CkL6aDep No { Someone else can claim you as a dependent? (answer: Yes, No) }
|
||||
CkL6bRegular Yes { Spouse regular exemption credit (answer: Yes, No) }
|
||||
CkL6bDisabled Yes { Spouse is severely disabled? (answer: Yes, No) }
|
||||
CkL6bDep No { Someone else can claim your spouse as a dependent? (answer: Yes, No) }
|
||||
{ --- Dependents --- }
|
||||
{ --- Optional info for auto-fillout only --- }
|
||||
{ The federal Form 1040 is used as the primary source for dependent info,
|
||||
but Oregon requires the following additional information.
|
||||
Enter dependents on Form 1040 in order from youngest to oldest, as required by
|
||||
Oregon, so that they will match with the DOB values entered here.
|
||||
}
|
||||
Dep1DOB: 01/01/2014 { Enter Dependent 1 data of birth as MM/DD/YYYY }
|
||||
Dep1Code: SD { Enter Dependent 1 code. Click label for code info.}
|
||||
CkDep1Dis Yes { Dependent 1 has a qualifying disability? (answer: Yes, No) }
|
||||
Dep2DOB: 02/02/2012 { Enter Dependent 2 data of birth as MM/DD/YYYY }
|
||||
Dep2Code: SD { Enter Dependent 2 code }
|
||||
CkDep2Dis No { Dependent 2 has a qualifying disability? (answer: Yes, No) }
|
||||
Dep3DOB: 03/03/2010 { Enter Dependent 3 data of birth as MM/DD/YYYY }
|
||||
Dep3Code: SD { Enter Dependent 3 code }
|
||||
CkDep3Dis No { Dependent 3 has a qualifying disability? (answer: Yes, No) }
|
||||
{ --- Dependent Totals --- }
|
||||
L6c 3 ; { Total number of dependents }
|
||||
L6d 1 ; { Total number of dependent children with a qualifying disability (see instructions) }
|
||||
{ --- Taxable Income --- }
|
||||
{ --- Subtractions from Taxable Income --- }
|
||||
L10_worksheet_L4 4 ; { Federal Tax Worksheet line 4 'Other Taxes'. Form 1040 section 2 line 17 with exceptions. }
|
||||
L10_worksheet_L7 7 ; { Federal Tax Worksheet line 7 'Premium tax credit (Form 8962, line 24)' }
|
||||
L12 12 ; { Oregon income tax refund included in federal income }
|
||||
{ --- Deductions --- }
|
||||
CkStdDedOverride No { Set to 'Yes' to override auto calculation of the standard deduction. Click label for line help. (answer: Yes, No) }
|
||||
StdDedOverride ; { Enter a manually calculated standard deduction if previous field is set to 'Yes' }
|
||||
CkL17a Yes { You are 65 or older (answer: Yes, No) }
|
||||
CkL17b No { You are blind (answer: Yes, No) }
|
||||
CkL17c Yes { Spouse is 65 or older (answer: Yes, No) }
|
||||
CkL17d No { Spouse is blind (answer: Yes, No) }
|
||||
{ --- Oregon Tax --- }
|
||||
{ If all three of these checkboxes are set to 'No', the standard tax table is used for auto-calculation }
|
||||
CkL20a No { Use Schedule OR-FIA-40 for tax? (answer: Yes, No) }
|
||||
CkL20b No { Use Worksheet FCG for tax? (answer: Yes, No) }
|
||||
CkL20c No { Use Schedule OR-PTE-FY for tax? (answer: Yes, No) }
|
||||
AltMethodTaxAmt ; { Enter tax amount if any checkbox is selected, and an alternative method is used }
|
||||
L21 21 ; { Interest on certain installment sales }
|
||||
{ --- Standard and Carryfoward Credits --- }
|
||||
L26 26 ; { Political contribution credit. See limits in instructions }
|
||||
{ --- Payments and Refundable Credits --- }
|
||||
L32 32 ; { Oregon income tax withheld. Include a copy of your Forms W-2 and 1099 }
|
||||
L33 33 ; { Prior-year refund applied as estimated payment }
|
||||
L34 2400 ; { Estimated tax payments for 2024. Include all estimated payments, including
|
||||
any extension payment, that you made by April 15, 2025 }
|
||||
L35 35 ; { Estimated tax payments from Schedule OR-K-1, line 20 }
|
||||
L36 36 ; { Earned income credit }
|
||||
L37 37 ; { Oregon Kids Credit }
|
||||
{ --- Tax to pay or refund --- }
|
||||
L43 43 ; { Penalty and interest for filing or paying late }
|
||||
L44 44 ; { Interest on underpayment of estimated tax. Include Form OR-10 }
|
||||
L44a 1 ; { Exception number from Form OR-10, line 1 }
|
||||
CkL44b No { Enter Yes if you annualized (answer: Yes, No) }
|
||||
L48 8 ; { Amount from line 47 you want to apply as a payment of your 2025
|
||||
estimated tax }
|
||||
L49 9 ; { Charitable checkoff donations from Schedule OR-DONATE, line 30 }
|
||||
L50 6 ; { Political party $3 checkoff }
|
||||
L50a: 501 { Your party code }
|
||||
L50b: 501 { Spouse party code }
|
||||
L51 51 ; { Higher education savings plan deposits from Schedule OR-529, line 5 }
|
||||
{ --- Direct deposit --- }
|
||||
{ --- Optional info for auto-fillout only --- }
|
||||
CkL54DepOutUS No { Is the final deposit destination outside the United States? (answer: Yes, No) }
|
||||
CkAcctChecking Yes { Checking account? (answer: Yes, No) }
|
||||
CkAcctSavings No { Savings account? (answer: Yes, No) }
|
||||
AcctRoutingNumber: 012345678 { Enter 9 digit ACH routing number }
|
||||
AcctNumber: ABCD1234EFGH5678 { Enter ACH account number, up to 17 digits }
|
||||
{ --- OR-40 Supporting Schedules --- }
|
||||
{ --- Schedule OR-A --- }
|
||||
{ Medical and dental expenses }
|
||||
SchA_L1 7431 ; { Medical and dental expenses }
|
||||
{ Taxes you paid }
|
||||
SchA_L5 5 ; { State and local income taxes. Don't include Oregon income tax,
|
||||
including Oregon withholding. }
|
||||
SchA_L6 6 ; { Real estate taxes }
|
||||
SchA_L7 7 ; { Personal property taxes }
|
||||
SchA_L10 10 ; { Other taxes }
|
||||
SchA_L10_Type: Special Tax of some kind { Type of 'Other taxes' on L10 }
|
||||
{ Interest you paid }
|
||||
SchA_L12 12 ; { Mortgage interest and points reported on federal Form 1098 }
|
||||
SchA_L13 13 ; { Mortgage interest not reported on federal Form 1098 }
|
||||
SchA_L14 14 ; { Points not reported on federal Form 1098 }
|
||||
SchA_L16 16 ; { Investment interest }
|
||||
{ Gifts to charity }
|
||||
SchA_L18 18 ; { Gifts by cash or check }
|
||||
SchA_L19 19 ; { Gifts other than by cash or check }
|
||||
SchA_L20 20 ; { Carryover from prior year }
|
||||
{ Other miscellaneous deductions }
|
||||
SchA_L22 22 ; { Other deductions. Important! Don't include employee business
|
||||
expenses, tax preparation fees, or other deductions subject to the
|
||||
2 percent of AGI limitation }
|
||||
SchA_L22_Type: Some other deduction { Type of 'Other deduction' on L22 }
|
||||
{ --- Schedule OR-ASC --- }
|
||||
{ Section A: Additions (codes 100-199) }
|
||||
{ First row }
|
||||
SchASC_A1: 101 { Code }
|
||||
SchASC_A2 2 ; { Amount }
|
||||
{ Second row }
|
||||
SchASC_A3: 103 { Code }
|
||||
SchASC_A4 4 ; { Amount }
|
||||
{ Section B: Subtractions (codes 300-399) }
|
||||
{ First row }
|
||||
SchASC_B1: 301 { Code }
|
||||
SchASC_B2 32 ; { Amount }
|
||||
{ Second row }
|
||||
SchASC_B3: 302 { Code }
|
||||
SchASC_B4 34 ; { Amount }
|
||||
{ Third row }
|
||||
SchASC_B5: 305 { Code }
|
||||
SchASC_B6 36 ; { Amount }
|
||||
{ Section C: Tax recaptures (codes 950-999) }
|
||||
{ First row }
|
||||
SchASC_C1: 951 { Code }
|
||||
SchASC_C2 92 ; { Amount }
|
||||
{ Second row }
|
||||
SchASC_C3: 953 { Code }
|
||||
SchASC_C4 94 ; { Amount }
|
||||
{ Section D: Standard credits (codes 800-834) }
|
||||
{ First row }
|
||||
SchASC_D1: 801 { Code }
|
||||
SchASC_D2: AL { State }
|
||||
SchASC_D3 83 ; { Amount }
|
||||
{ Second row }
|
||||
SchASC_D4: 804 { Code }
|
||||
SchASC_D5: CA { State }
|
||||
SchASC_D6 86 ; { Amount }
|
||||
{ Third row }
|
||||
SchASC_D7: 807 { Code }
|
||||
SchASC_D8: CO { State }
|
||||
SchASC_D9 89 ; { Amount }
|
||||
{ Fourth row }
|
||||
SchASC_D10: 810 { Code }
|
||||
SchASC_D11: DE { State }
|
||||
SchASC_D12 82 ; { Amount }
|
||||
{ Fifth row }
|
||||
SchASC_D13: 813 { Code }
|
||||
SchASC_D14: ME { State }
|
||||
SchASC_D15 85 ; { Amount }
|
||||
{ Section E: Carryforward credits (codes 835-889) }
|
||||
{ First block }
|
||||
SchASC_E1: 835 { Code }
|
||||
SchASC_E2 2 ; { Amount }
|
||||
SchASC_E3 3 ; { Amount }
|
||||
SchASC_E4 4 ; { Amount }
|
||||
{ Second block }
|
||||
SchASC_E5: 836 { Code }
|
||||
SchASC_E6 10 ; { Amount }
|
||||
SchASC_E7 20 ; { Amount }
|
||||
SchASC_E8 42 ; { Amount }
|
||||
{ Section F: Refundable credits (codes 890-949) }
|
||||
{ First row }
|
||||
SchASC_F1: 890 { Code }
|
||||
SchASC_F2 2 ; { Amount }
|
||||
{ Second row }
|
||||
SchASC_F3: 891 { Code }
|
||||
SchASC_F4 4 ; { Amount }
|
||||
{ Third row }
|
||||
SchASC_F5: 892 { Code }
|
||||
SchASC_F6 6 ; { Amount }
|
||||
{--------------------------------------------- }
|
||||
@@ -0,0 +1,240 @@
|
||||
Title: Oregon Form OR-40 - 2024
|
||||
|
||||
{ --- Federal Return --- }
|
||||
|
||||
FileName1040: { File-name of Form 1040 output file. }
|
||||
|
||||
{ --- Fiscal Year, Amended Return, Special Status --- }
|
||||
FiscalYearEnd: { For fiscal year filers, enter fiscal year end as MM/DD/YYYY}
|
||||
CkAmended No { Is this an amended return ? (answer: Yes, No) }
|
||||
NOLTaxYear: { If amending for an NOL (Net Operating Loss), enter the tax year the NOL was generated }
|
||||
CkCalcAsIfFed No { Calculated with "as if" federal return? (answer: Yes, No) }
|
||||
CkShortYear No { Short-year tax election? (answer: Yes, No) }
|
||||
CkExtFiled No { Extension Filed? (answer: Yes, No) }
|
||||
CkFormOR24 No { Form OR-24? (answer: Yes, No) }
|
||||
CkFormOR243 No { Form OR-243? (answer: Yes, No) }
|
||||
CkFedForm8379 No { Federal Form 8379? (answer: Yes, No) }
|
||||
CkFedForm8886 No { Federal Form 8886? (answer: Yes, No) }
|
||||
CkDisasterRelief No { Disaster relief? (answer: Yes, No) }
|
||||
|
||||
{ --- Optional info for auto-fillout only --- }
|
||||
{ The federal Form 1040 is used as the primary source for optional personal
|
||||
info, but Oregon requires the following additional information. }
|
||||
|
||||
YourDOB: { Enter your date of birth as MM/DD/YYYY }
|
||||
|
||||
CkYFirstSSN No { Your first time using this SSN? (answer: Yes, No) }
|
||||
CkYAppITIN No { You applied for ITIN? (answer: Yes, No) }
|
||||
CkYDeceased No { Taxpayer is deceased? (answer: Yes, No) }
|
||||
|
||||
SpouseDOB: { Enter your spouse's date of birth as MM/DD/YYYY }
|
||||
|
||||
CkSFirstSSN No { Spouse first time using this SSN? (answer: Yes, No) }
|
||||
CkSAppITIN No { Spouse applied for ITIN? (answer: Yes, No) }
|
||||
CkSDeceased No { Spouse is deceased? (answer: Yes, No) }
|
||||
|
||||
Country: { Country }
|
||||
Phone: { Phone number, enter as XXX-XXX-XXXX }
|
||||
|
||||
{ --- Exemptions --- }
|
||||
|
||||
CkL6aRegular Yes { Regular exemption credit for yourself? (answer: Yes, No) }
|
||||
CkL6aDisabled No { You are severely disabled? (answer: Yes, No) }
|
||||
CkL6aDep No { Someone else can claim you as a dependent? (answer: Yes, No) }
|
||||
|
||||
CkL6bRegular No { Spouse regular exemption credit (answer: Yes, No) }
|
||||
CkL6bDisabled No { Spouse is severely disabled? (answer: Yes, No) }
|
||||
CkL6bDep No { Someone else can claim your spouse as a dependent? (answer: Yes, No) }
|
||||
|
||||
{ --- Dependents --- }
|
||||
{ --- Optional info for auto-fillout only --- }
|
||||
|
||||
{ The federal Form 1040 is used as the primary source for dependent info,
|
||||
but Oregon requires the following additional information.
|
||||
Enter dependents on Form 1040 in order from youngest to oldest, as required by
|
||||
Oregon, so that they will match with the DOB values entered here.
|
||||
}
|
||||
|
||||
Dep1DOB: { Enter Dependent 1 data of birth as MM/DD/YYYY }
|
||||
Dep1Code: { Enter Dependent 1 code. Click label for code info.}
|
||||
CkDep1Dis No { Dependent 1 has a qualifying disability? (answer: Yes, No) }
|
||||
|
||||
Dep2DOB: { Enter Dependent 2 data of birth as MM/DD/YYYY }
|
||||
Dep2Code: { Enter Dependent 2 code }
|
||||
CkDep2Dis No { Dependent 2 has a qualifying disability? (answer: Yes, No) }
|
||||
|
||||
Dep3DOB: { Enter Dependent 3 data of birth as MM/DD/YYYY }
|
||||
Dep3Code: { Enter Dependent 3 code }
|
||||
CkDep3Dis No { Dependent 3 has a qualifying disability? (answer: Yes, No) }
|
||||
|
||||
{ --- Dependent Totals --- }
|
||||
L6c ; { Total number of dependents }
|
||||
L6d ; { Total number of dependent children with a qualifying disability (see instructions) }
|
||||
|
||||
{ --- Taxable Income --- }
|
||||
|
||||
{ --- Subtractions from Taxable Income --- }
|
||||
L10_worksheet_L4 ; { Federal Tax Worksheet line 4 'Other Taxes'. Form 1040 section 2 line 17 with exceptions. }
|
||||
L10_worksheet_L7 ; { Federal Tax Worksheet line 7 'Premium tax credit (Form 8962, line 24)' }
|
||||
|
||||
L12 ; { Oregon income tax refund included in federal income }
|
||||
|
||||
{ --- Deductions --- }
|
||||
CkStdDedOverride No { Set to 'Yes' to override auto calculation of the standard deduction. Click label for line help. (answer: Yes, No) }
|
||||
|
||||
StdDedOverride ; { Enter a manually calculated standard deduction if previous field is set to 'Yes' }
|
||||
|
||||
CkL17a No { You are 65 or older (answer: Yes, No) }
|
||||
CkL17b No { You are blind (answer: Yes, No) }
|
||||
CkL17c No { Spouse is 65 or older (answer: Yes, No) }
|
||||
CkL17d No { Spouse is blind (answer: Yes, No) }
|
||||
|
||||
{ --- Oregon Tax --- }
|
||||
{ If all three of these checkboxes are set to 'No', the standard tax table is used for auto-calculation }
|
||||
CkL20a No { Use Schedule OR-FIA-40 for tax? (answer: Yes, No) }
|
||||
CkL20b No { Use Worksheet FCG for tax? (answer: Yes, No) }
|
||||
CkL20c No { Use Schedule OR-PTE-FY for tax? (answer: Yes, No) }
|
||||
AltMethodTaxAmt ; { Enter tax amount if any checkbox is selected, and an alternative method is used }
|
||||
|
||||
L21 ; { Interest on certain installment sales }
|
||||
|
||||
{ --- Standard and Carryfoward Credits --- }
|
||||
L26 ; { Political contribution credit. See limits in instructions }
|
||||
|
||||
{ --- Payments and Refundable Credits --- }
|
||||
L32 ; { Oregon income tax withheld. Include a copy of your Forms W-2 and 1099 }
|
||||
L33 ; { Prior-year refund applied as estimated payment }
|
||||
L34 ; { Estimated tax payments for 2024. Include all estimated payments, including
|
||||
any extension payment, that you made by April 15, 2025 }
|
||||
L35 ; { Estimated tax payments from Schedule OR-K-1, line 20 }
|
||||
L36 ; { Earned income credit }
|
||||
L37 ; { Oregon Kids Credit }
|
||||
|
||||
{ --- Tax to pay or refund --- }
|
||||
L43 ; { Penalty and interest for filing or paying late }
|
||||
L44 ; { Interest on underpayment of estimated tax. Include Form OR-10 }
|
||||
L44a ; { Exception number from Form OR-10, line 1 }
|
||||
CkL44b No { Enter Yes if you annualized (answer: Yes, No) }
|
||||
L48 ; { Amount from line 47 you want to apply as a payment of your 2025
|
||||
estimated tax }
|
||||
L49 ; { Charitable checkoff donations from Schedule OR-DONATE, line 30 }
|
||||
L50 ; { Political party $3 checkoff }
|
||||
L50a: { Your party code }
|
||||
L50b: { Spouse party code }
|
||||
L51 ; { Higher education savings plan deposits from Schedule OR-529, line 5 }
|
||||
|
||||
{ --- Direct deposit --- }
|
||||
{ --- Optional info for auto-fillout only --- }
|
||||
CkL54DepOutUS No { Is the final deposit destination outside the United States? (answer: Yes, No) }
|
||||
CkAcctChecking No { Checking account? (answer: Yes, No) }
|
||||
CkAcctSavings No { Savings account? (answer: Yes, No) }
|
||||
AcctRoutingNumber: { Enter 9 digit ACH routing number }
|
||||
AcctNumber: { Enter ACH account number, up to 17 digits }
|
||||
|
||||
{ --- OR-40 Supporting Schedules --- }
|
||||
|
||||
{ --- Schedule OR-A --- }
|
||||
|
||||
{ Medical and dental expenses }
|
||||
SchA_L1 ; { Medical and dental expenses }
|
||||
|
||||
{ Taxes you paid }
|
||||
SchA_L5 ; { State and local income taxes. Don't include Oregon income tax,
|
||||
including Oregon withholding. }
|
||||
SchA_L6 ; { Real estate taxes }
|
||||
SchA_L7 ; { Personal property taxes }
|
||||
SchA_L10 ; { Other taxes }
|
||||
SchA_L10_Type: { Type of 'Other taxes' on L10 }
|
||||
|
||||
{ Interest you paid }
|
||||
SchA_L12 ; { Mortgage interest and points reported on federal Form 1098 }
|
||||
SchA_L13 ; { Mortgage interest not reported on federal Form 1098 }
|
||||
SchA_L14 ; { Points not reported on federal Form 1098 }
|
||||
SchA_L16 ; { Investment interest }
|
||||
|
||||
{ Gifts to charity }
|
||||
SchA_L18 ; { Gifts by cash or check }
|
||||
SchA_L19 ; { Gifts other than by cash or check }
|
||||
SchA_L20 ; { Carryover from prior year }
|
||||
|
||||
{ Other miscellaneous deductions }
|
||||
SchA_L22 ; { Other deductions. Important! Don't include employee business
|
||||
expenses, tax preparation fees, or other deductions subject to the
|
||||
2 percent of AGI limitation }
|
||||
SchA_L22_Type: { Type of 'Other deduction' on L22 }
|
||||
|
||||
{ --- Schedule OR-ASC --- }
|
||||
{ Section A: Additions (codes 100-199) }
|
||||
{ First row }
|
||||
SchASC_A1: { Code }
|
||||
SchASC_A2 ; { Amount }
|
||||
{ Second row }
|
||||
SchASC_A3: { Code }
|
||||
SchASC_A4 ; { Amount }
|
||||
|
||||
{ Section B: Subtractions (codes 300-399) }
|
||||
{ First row }
|
||||
SchASC_B1: { Code }
|
||||
SchASC_B2 ; { Amount }
|
||||
{ Second row }
|
||||
SchASC_B3: { Code }
|
||||
SchASC_B4 ; { Amount }
|
||||
{ Third row }
|
||||
SchASC_B5: { Code }
|
||||
SchASC_B6 ; { Amount }
|
||||
|
||||
{ Section C: Tax recaptures (codes 950-999) }
|
||||
{ First row }
|
||||
SchASC_C1: { Code }
|
||||
SchASC_C2 ; { Amount }
|
||||
{ Second row }
|
||||
SchASC_C3: { Code }
|
||||
SchASC_C4 ; { Amount }
|
||||
|
||||
{ Section D: Standard credits (codes 800-834) }
|
||||
{ First row }
|
||||
SchASC_D1: { Code }
|
||||
SchASC_D2: { State }
|
||||
SchASC_D3 ; { Amount }
|
||||
{ Second row }
|
||||
SchASC_D4: { Code }
|
||||
SchASC_D5: { State }
|
||||
SchASC_D6 ; { Amount }
|
||||
{ Third row }
|
||||
SchASC_D7: { Code }
|
||||
SchASC_D8: { State }
|
||||
SchASC_D9 ; { Amount }
|
||||
{ Fourth row }
|
||||
SchASC_D10: { Code }
|
||||
SchASC_D11: { State }
|
||||
SchASC_D12 ; { Amount }
|
||||
{ Fifth row }
|
||||
SchASC_D13: { Code }
|
||||
SchASC_D14: { State }
|
||||
SchASC_D15 ; { Amount }
|
||||
|
||||
{ Section E: Carryforward credits (codes 835-889) }
|
||||
{ First block }
|
||||
SchASC_E1: { Code }
|
||||
SchASC_E2 ; { Amount }
|
||||
SchASC_E3 ; { Amount }
|
||||
SchASC_E4 ; { Amount }
|
||||
{ Second block }
|
||||
SchASC_E5: { Code }
|
||||
SchASC_E6 ; { Amount }
|
||||
SchASC_E7 ; { Amount }
|
||||
SchASC_E8 ; { Amount }
|
||||
|
||||
{ Section F: Refundable credits (codes 890-949) }
|
||||
{ First row }
|
||||
SchASC_F1: { Code }
|
||||
SchASC_F2 ; { Amount }
|
||||
{ Second row }
|
||||
SchASC_F3: { Code }
|
||||
SchASC_F4 ; { Amount }
|
||||
{ Third row }
|
||||
SchASC_F5: { Code }
|
||||
SchASC_F6 ; { Amount }
|
||||
|
||||
|
||||
{--------------------------------------------- }
|
||||
108
TaxSoftware/OpenTaxSolver2024_22.07_mswin/tax_form_files/OR_40/README_OR_40.txt
Executable file
108
TaxSoftware/OpenTaxSolver2024_22.07_mswin/tax_form_files/OR_40/README_OR_40.txt
Executable file
@@ -0,0 +1,108 @@
|
||||
Open Tax Solver - Oregon State Tax Forms
|
||||
----------------------------------------
|
||||
|
||||
These forms are supported:
|
||||
Oregon state tax form OR-40, including Schedule OR-A, and Schedule OR-ASC.
|
||||
|
||||
The source file is ../src/taxsolve_OR_40_2024.c.
|
||||
|
||||
The file 'OR_40_2024_example.txt', and an example Form 1040 output file
|
||||
'US_1040_example_out.txt', are included for testing.
|
||||
|
||||
The OR_40_2024_template.txt file is a blank starting form for entering
|
||||
your tax data.
|
||||
|
||||
See the Makefile in the src directory for build information.
|
||||
|
||||
Run:
|
||||
./taxsolve_OR_40_2024 <input_file>
|
||||
|
||||
The 'doc' subdirectory contains the following files which document the development process.
|
||||
|
||||
OR40_Tax_Table.xlsx -- Compares the values listed in the Oregon OR-40
|
||||
instructions tax tables, which are quantized, with both an Excel model and the
|
||||
OTS output, to validate the TaxLookup function. Debug code in the source
|
||||
module, taxsolve_OR_40_2024.c. is enabled through the use of the TAX_TABLE_TEST
|
||||
macro.
|
||||
|
||||
OR_40_Line_Coordinate_Calculations.xlsx -- Provides a method of defining the PDF
|
||||
display coordinates for each text field. The contents of the or_40_meta.dat file
|
||||
can be updated directly from the first columns of the spreadsheet. All
|
||||
coordinates for each field are the lower left corner of the corresponding
|
||||
alignment box.
|
||||
|
||||
or40_pdf_test.cmd -- Invokes universal_pdf_file_modifier.exe with the OR_40_test_data.txt file.
|
||||
OR_40_test_data.txt -- Full set of test data for all fields on the form; used
|
||||
from the 'or40_pdf_test.cmd' file.
|
||||
|
||||
Place these two files in the top level OpenTaxSolver directory to run the test
|
||||
and generate a fully populated PDF output test file.
|
||||
|
||||
=== Notes on Source Code and Requirements of the OR-40, OR-A, and OR-ASC Forms ===
|
||||
The Oregon PDF forms require careful alignment of the text fields with the
|
||||
preformatted boxes, and include a full space for the comma between sets of 3
|
||||
digits. Also, the ".00" is preprinted on every line, so it can't be included in
|
||||
the output values. uPDFModifier doesn't allow the insertion of commas when the
|
||||
character spacing option is used, so commas have to be inserted in the taxsolver
|
||||
code. All numeric values in the output file have commas inserted, and no decimal
|
||||
point or cents.
|
||||
|
||||
A group of functions which support this output formatting are
|
||||
defined in taxsolve_OR_40_*.c:
|
||||
|
||||
showline_wlabel_or_40
|
||||
showline_wlabel_or_40_nz
|
||||
shownum_or_40
|
||||
shownum_or_40_nz
|
||||
|
||||
These behave the same way as the similarly named shared functions.
|
||||
|
||||
A single table named status_cfg[] is used to control the configuration of every
|
||||
value or function which depends on filing status. This is an array of structs,
|
||||
typedefed as FILING_STATUS_CFG.
|
||||
|
||||
Oregon uses a tax table with ranges of values for AGI amounts below $50,000.
|
||||
This quantizes a range of values into a single, midpoint value. In order to
|
||||
exactly match the values in the tax table in the OR-40 instructions, it is
|
||||
necessary to first round to the nearest cent, and then the nearest dollar, in 2
|
||||
steps. For example, the value $123.499 would be rounded down to $123.00 if
|
||||
rounded directly to dollars, but would be rounded as
|
||||
$123.499 -> $123.50 -> $124.00
|
||||
if rounded in 2 steps. This double rounding is the method used by the Oregon tax
|
||||
table.
|
||||
|
||||
Two types of additional structs are defined, TAX_TABLE and LIMIT_TABLE, to
|
||||
support tax table and tax limit functions. These allow complete separation of
|
||||
the algorithm used to calculate taxes, and the breakpoints and rates. Different
|
||||
versions of these tables are selected through the primary status_cfg[] array,
|
||||
based on filing status.
|
||||
|
||||
Here is an example of the tax table definition for single filers, for 2024.
|
||||
|
||||
// Tax breakpoint table for single or married filing separately.
|
||||
TAX_TABLE or_40_single_tax_table[] = {
|
||||
{ 0.00, 0.0475 },
|
||||
{ 4300.00, 0.0675 },
|
||||
{ 10750.00, 0.0875 },
|
||||
{ 125000.00, 0.0990 },
|
||||
{ -1.00, 0.00 },
|
||||
};
|
||||
|
||||
And here is an example of a limit table, used to implement a maximum level of federal tax
|
||||
subtraction based on AGI:
|
||||
|
||||
// Used for all other cases except single, and married filing separately:
|
||||
// married/joint, head of household, and widow
|
||||
LIMIT_TABLE or_40_other_fed_sub_table[] = {
|
||||
{ 0, 8250 },
|
||||
{ 250000, 6600 },
|
||||
{ 260000, 4950 },
|
||||
{ 270000, 3300 },
|
||||
{ 280000, 1650 },
|
||||
{ 290000, 0 },
|
||||
{ -1, 0 },
|
||||
};
|
||||
|
||||
For annual updates, search for the comment string 'TAXYEAR_DEPENDENT'. This is
|
||||
placed before each table or value which is likely to change in future tax years.
|
||||
|
||||
@@ -0,0 +1,62 @@
|
||||
Title: PA State Tax Form PA-40 for 2024 EXAMPLE
|
||||
|
||||
{ EXAMPLE }
|
||||
|
||||
Status Married/Joint { Single, Married/Joint, Married/Sep, Widow(er) }
|
||||
|
||||
L1a 29812.34 {Gross compensation.}
|
||||
21609.09 {spouse}
|
||||
;
|
||||
L1b 0 { Unreimbursed employee business expenses.}
|
||||
0 {spouse}
|
||||
;
|
||||
L2 34.56 { Interest Income. }
|
||||
17.83
|
||||
;
|
||||
L3 143.65 { Dividend and Capital Gains Distributions Income. }
|
||||
29.32
|
||||
;
|
||||
L4 -345 ; { Net Income or Loss for Business Operations. }
|
||||
L5 23 ; { Net Gain or Loss from Sale, Exchange or Disposition of Property. }
|
||||
L6 -1092 ; { Net Income or Loss from Rents, Royalties, Patents, or Copyrights. }
|
||||
L7 0 ; { Estate or Trust Income. }
|
||||
L8 0 ; { Gambling or lottery winnings. }
|
||||
L10 0 ; { Other Deductions. }
|
||||
|
||||
{ -- Withholdings -- }
|
||||
L13 813.67 { Total PA Tax withheld. }
|
||||
724.12 {spouse}
|
||||
;
|
||||
{ -- Credits & Deductions -- }
|
||||
L14 0 ; { Credit from 2023 PA income tax return. }
|
||||
L15 0 ; { 2024 Estimated Installment payments. }
|
||||
L16 0 ; { 2024 Extension payment. }
|
||||
L17 0 ; { Non-resident tax withheld. }
|
||||
L21 0 ; { Tax Back/Tax Forgiveness Credit (Part D line 16 Sched SP). }
|
||||
L22 0 ; { Resident credit (Scheds G/RK-1). }
|
||||
L23 0 ; { Other credits (Sched OC). }
|
||||
L25 0 ; { Use Tax }
|
||||
L27 0 ; { Penalties and underpayment interest. }
|
||||
|
||||
{ -------------------------------------------- }
|
||||
{ --- Optional info for Auto-Fillout only. --- }
|
||||
Your1stName: Samual
|
||||
MidInitial: M
|
||||
YourLastName: Watson
|
||||
YourSocSec#: 123-45-6789
|
||||
Spouse1stName: Maria { Leave blank if Single, etc. }
|
||||
SpouseMidInit: B
|
||||
SpouseLastName: Watson
|
||||
SpouseSocSec#: 987-65-4321
|
||||
Number&Street: 123 Homestead Lane
|
||||
Town: Wilksberry Acers
|
||||
Zipcode: 19207
|
||||
Phone: 215-171-7171
|
||||
SchoolCode: J347
|
||||
SchooldDist: Millwood
|
||||
YourOccupation: Waitor
|
||||
SpouseOccupat: Welder
|
||||
|
||||
{
|
||||
--------------------------------------------
|
||||
}
|
||||
@@ -0,0 +1,64 @@
|
||||
Title: PA State Tax Form PA-40 for 2024
|
||||
|
||||
{ -- Your Filing Status -- }
|
||||
|
||||
Status {Single, Married/Joint, Married/Sep, Widow(er)}
|
||||
|
||||
{ -- Income -- }
|
||||
|
||||
L1a {Gross compensation.}
|
||||
{spouse}
|
||||
;
|
||||
L1b ; { Unreimbursed employee business expenses.}
|
||||
L2 { Interest Income. }
|
||||
;
|
||||
L3 { Dividend and Capital Gains Distributions Income. }
|
||||
;
|
||||
L4 ; { Net Income or Loss for Business Operations. }
|
||||
L5 ; { Net Gain or Loss from Sale, Exchange or Disposition of Property. }
|
||||
L6 ; { Net Income or Loss from Rents, Royalties, Patents, or Copyrights. }
|
||||
L7 ; { Estate or Trust Income. }
|
||||
L8 ; { Gambling or lottery winnings. }
|
||||
L10 ; { Other Deductions. }
|
||||
|
||||
|
||||
{ -- Withholdings -- }
|
||||
|
||||
L13 { Total PA Tax withheld. }
|
||||
{spouse}
|
||||
;
|
||||
|
||||
{ -- Credits & Deductions -- }
|
||||
|
||||
L14 0 ; { Credit from 2023 PA income tax return. }
|
||||
L15 0 ; { 2024 Estimated Installment payments. }
|
||||
L16 0 ; { 2024 Extension payment. }
|
||||
L17 0 ; { Non-resident tax withheld. }
|
||||
L21 0 ; { Tax Back/Tax Forgiveness Credit (Part D line 16 Sched SP). }
|
||||
L22 0 ; { Resident credit (Scheds G/RK-1). }
|
||||
L23 0 ; { Other credits (Sched OC). }
|
||||
L25 0 ; { Use Tax }
|
||||
L27 0 ; { Penalties and underpayment interest. }
|
||||
|
||||
{ -------------------------------------------- }
|
||||
{ --- Optional info for Auto-Fillout only. --- }
|
||||
Your1stName:
|
||||
MidInitial:
|
||||
YourLastName:
|
||||
YourSocSec#:
|
||||
Spouse1stName: { Leave blank if Single, etc. }
|
||||
SpouseMidInit:
|
||||
SpouseLastName:
|
||||
SpouseSocSec#:
|
||||
Number&Street:
|
||||
Town:
|
||||
Zipcode:
|
||||
Phone:
|
||||
SchoolCode:
|
||||
SchooldDist:
|
||||
YourOccupation:
|
||||
SpouseOccupat:
|
||||
|
||||
{
|
||||
--------------------------------------------
|
||||
}
|
||||
@@ -0,0 +1,30 @@
|
||||
Open Tax Solver - Pennsylvania State PA-40 Personal Income Tax Return
|
||||
---------------------------------------------------------------------
|
||||
|
||||
Included here is a program, template, and example for
|
||||
Pennsylvania State PA-40 personal income tax form.
|
||||
|
||||
The PA40_2024_example.txt file is included for testing.
|
||||
The PA40_2024_template.txt file is a blank starting form for entering
|
||||
your tax data. For each filer, copy template to a new name,
|
||||
such as "PA40_2024.txt" or "PA40_2024_aunt_sally.txt, and
|
||||
fill-in the lines.
|
||||
|
||||
The program consists of two files:
|
||||
taxsolve_PA40_2024.c - main, customized for PA-40.
|
||||
taxsolve_routines.c - general purpose base routines.
|
||||
|
||||
Compile:
|
||||
cc taxsolve_PA40_2024.c -o taxsolve_PA40_2024
|
||||
|
||||
Run:
|
||||
./taxsolve_PA40_2024 PA40_2024.txt
|
||||
|
||||
|
||||
For updates and further information, see:
|
||||
http://sourceforge.net/projects/opentaxsolver/
|
||||
Documentation:
|
||||
http://opentaxsolver.sourceforge.net/
|
||||
|
||||
|
||||
Aston Roberts (aston_roberts@yahoo.com)
|
||||
@@ -0,0 +1,36 @@
|
||||
Open Tax Solver - US Federal 1040 Personal Income Tax Return
|
||||
------------------------------------------------------------
|
||||
|
||||
Included here is a program, template, and example for
|
||||
US Federal 1040 personal income tax form.
|
||||
|
||||
The example*.txt file is included for testing.
|
||||
The template*.txt file is a blank starting form for entering
|
||||
your tax data. For each filer, copy template to a new name,
|
||||
such as "fed1040_2024.txt" or "fed1040_2024_aunt_sally.txt, and
|
||||
fill-in the lines.
|
||||
|
||||
The program consists of two files:
|
||||
src/taxsolve_US_1040_2024.c - main, customized for US Fed-1040.
|
||||
src/taxsolve_routines.c - general purpose base routines.
|
||||
|
||||
Compile:
|
||||
cc src/taxsolve_US_1040_2024.c -o bin/taxsolve_US_1040_2024
|
||||
|
||||
Run from this directory:
|
||||
../../bin/taxsolve_US_1040_2024 Fed1040_2024.txt
|
||||
|
||||
... Where "Fed1040_2024.txt" is the name of -your- tax data file.
|
||||
(Two tax-data files are included in OTS packages: an *example.txt
|
||||
and a blank *template.txt. The idea is to copy the template to a
|
||||
personally meaningful file-name and fill in the lines with your
|
||||
numbers. You can maintain returns for multiple people over
|
||||
multiple years this way.)
|
||||
|
||||
For updates and further information, see:
|
||||
http://sourceforge.net/projects/opentaxsolver/
|
||||
Documentation:
|
||||
http://opentaxsolver.sourceforge.net/
|
||||
|
||||
|
||||
Aston Roberts (aston_roberts@yahoo.com)
|
||||
@@ -0,0 +1,430 @@
|
||||
Title: US Federal 1040 Tax Form - 2024 -- EXAMPLE
|
||||
|
||||
{ ------------ Example ------------- }
|
||||
{ --- Filing Status & Exemptions --- }
|
||||
|
||||
Status Married/Joint { Single, Married/Joint, Head_of_House, Married/Sep, Widow(er) }
|
||||
|
||||
You_65+Over? N { Were you born before January 2, 1960 ? (answer: Yes, No) }
|
||||
You_Blind? N { Are you blind ? (answer: Yes, No) }
|
||||
Spouse_65+Over? Y { Was Spouse born before January 2, 1960 ? (answer: Yes, No) }
|
||||
Spouse_Blind? N { Is Spouse blind ? (answer: Yes, No) }
|
||||
Dependents 0 { Number of Dependents, (answer: 0, 1, 2, 3, 4, 5, 6, 7, 8, ...) }
|
||||
|
||||
VirtCurr? N { During 2024, did you receive/exchange/sell any Digital Asset? (answer: Yes, No) }
|
||||
|
||||
|
||||
{ ---- Income ---- }
|
||||
|
||||
{ -- Wages, salaries, tips (W-2's Box-1). -- }
|
||||
L1a 20267.70 { Wages, salaries, tips (W-2's Box-1). }
|
||||
28188.53 { Spouse's }
|
||||
;
|
||||
L1b 10 ; { Household employee wages not reported on Form(s) W-2. }
|
||||
L1c 20 ; { Tip income not reported on line 1a. }
|
||||
L1d 30 ; { Medicaid waiver payments not reported on Form(s) W-2. }
|
||||
L1e 40 ; { Taxable dependent care benefits from Form 2441, line 26. }
|
||||
L1f 50 ; { Employer-provided adoption benefits from Form 8839, line 29. }
|
||||
L1g 60 ; { Wages from Form 8919, line 6. }
|
||||
L1h 70 ; { Other earned income. }
|
||||
L1i 80 ; { Nontaxable combat pay election. }
|
||||
|
||||
|
||||
{ --- Interest --- }
|
||||
{ -- Tax-Exempt Interest. (Only used for SocialSecurity calculations). --
|
||||
(Any private activity bond interest exempt from regular tax, is entered under Schedule 2 below.) }
|
||||
L2a 2 ;
|
||||
|
||||
{ -- Taxable Interest -- 1099-INT(s) box 1 }
|
||||
L2b 37.71 { Bank Savings}
|
||||
12.65 { Credit Union}
|
||||
16.85 { Savings Bank}
|
||||
;
|
||||
|
||||
{ --- Dividends --- }
|
||||
{ -- Qualified Dividends 1099-DIV box 1b -- }
|
||||
L3a
|
||||
70.90 {USX Dividends}
|
||||
14.36 {Fidelity Mutual Funds}
|
||||
0.0 { Growth Fund}
|
||||
61.25 {Company Stock Div}
|
||||
;
|
||||
|
||||
{ -- Ordinary Dividends 1099-DIV box 1a. (Includes Qualified Div's as well.) -- }
|
||||
L3b
|
||||
70.90 {USX Dividends}
|
||||
44.36 {Fidelity Mutual Funds}
|
||||
64.13 { Growth Fund}
|
||||
74.52 {Company Stock Div}
|
||||
;
|
||||
|
||||
{ --- Other Income & Credits --- }
|
||||
L4a 41.41 ; { IRA distributions. (1099-R) }
|
||||
L4b 41.00 ; { Taxable IRA distributions. (1099-R) }
|
||||
QCD no { Qualified Charitable Distribution ? (answer: yes, no) }
|
||||
|
||||
L5a 43.43 ; { Pensions, Annuities. (1099-R) }
|
||||
L5b 43.00 ; { Taxable Pensions, Annuities. (1099-R) }
|
||||
|
||||
L6a 6 ; { Social Security benefits. Forms SSA-1099 box-5. }
|
||||
|
||||
L13 13 ; { Qualified business income deduction. }
|
||||
L19 19 ; { Child tax credit/credit for other dependents. }
|
||||
|
||||
L25a 1765.50 { Federal income tax withheld, from W-2's, box-2. }
|
||||
1688.09
|
||||
;
|
||||
L25b 23 ; { Federal income tax withheld, from 1099's. }
|
||||
L25c 26 ; { Federal income tax withheld, from other forms. }
|
||||
L26 { Estimated tax payments made for the year. }
|
||||
100 {Q1}
|
||||
110 {Q2}
|
||||
120 {Q3}
|
||||
130 {Q4}
|
||||
;
|
||||
|
||||
{ -- Refundable Credits -- }
|
||||
L27 207 ; { Earned Income Credit (EIC). Attach Sched EIC if you have qualifying child. }
|
||||
L28 28 ; { Child Tax Credit, Schedule 8812 }
|
||||
L29 29 ; { American Opportunity Credit, Form 8863, line 8 }
|
||||
|
||||
{ -- Refund Options -- }
|
||||
ApplyTo2024 33 ; { Percent (%) of OverPayment to apply to your 2024 estimated tax. (0-100) }
|
||||
|
||||
{ -- Penalties -- }
|
||||
L38 ; { Estimated Tax Under-payment Penalty }
|
||||
|
||||
{ --- Schedule D: Capital Gains/Loses --- }
|
||||
|
||||
{ When there are multiple buy-dates, specify "various-short" or "various-long", instead of a specific date. }
|
||||
{ If acquired by inheritance, then specify "inherited" instead of a specific date. }
|
||||
{Text Editor Note: When adding a security, All values must be present. "~" is a necessary place holder for No Adjustment. }
|
||||
|
||||
f8949_spreadsheet-A/D: { Optional CSV spreadsheet File-name for Cap-Gain/Losses. (Reported to IRS, A/D) }
|
||||
|
||||
CapGains-A/D { Capital Gains/Losses, 1099-B. For Basis Reported to IRS (Form 8949 marks A or D) }
|
||||
{ Enter for each: $BuyAmnt Date, $SellAmnt Date, AdjCode $AdjAmnt ~ ~ }
|
||||
-800.99 6-20-21 { 40 Shares WMT }
|
||||
950.99 10-12-21
|
||||
~ ~
|
||||
|
||||
-1800.99 6-21-2024 { 40 Shares AAP }
|
||||
1950.99 10-2-2024
|
||||
~ ~
|
||||
|
||||
-3658.22 1-15-19 { 100 Shares XOM }
|
||||
4209.95 12-25-21
|
||||
B 12.34
|
||||
|
||||
-4949.98 3-26-17 { 500 Shares NAB }
|
||||
6009.01 12-27-2024
|
||||
~ ~
|
||||
|
||||
-4949.98 3-26-11 { 500 Shares FBK }
|
||||
6009.01 12-27-2024
|
||||
~ ~
|
||||
;
|
||||
|
||||
|
||||
f8949_spreadsheet-B/E: { Optional CSV spreadsheet File-name for Cap-Gain/Losses. (Unreported to IRS, B/E) }
|
||||
|
||||
CapGains-B/E { Capital Gains/Losses, 1099-B. For Basis NOT Reported to IRS (Form 8949 marks B/E) }
|
||||
{ Enter for each: $BuyAmnt Date, $SellAmnt Date, AdjCode $AdjAmnt ~ ~ }
|
||||
|
||||
100 1-1-1980 { IBM }
|
||||
1000 2-2-2024
|
||||
~ ~
|
||||
|
||||
8000 12-24-1980 { SNA }
|
||||
1000 12-28-21
|
||||
~ ~
|
||||
;
|
||||
|
||||
|
||||
f8949_spreadsheet-C/F: { Optional CSV spreadsheet File-name for Cap-Gain/Losses. (Not above, C/F) }
|
||||
|
||||
CapGains-C/F { Capital Gains/Losses, 1099-B. For when Form 8949 (A,B,D,E) CANNOT be checked. (marks C/F) }
|
||||
{ Enter for each: $BuyAmnt Date, $SellAmnt Date, AdjCode $AdjAmnt ~ ~ }
|
||||
900 1-1-1980 { MSFT }
|
||||
9000 2-2-2024
|
||||
~ ~
|
||||
|
||||
100 1-1-1980 { CLF }
|
||||
4000 2-2-2024
|
||||
~ ~
|
||||
;
|
||||
|
||||
D4 ; { Short-term gain from 6252, gain or loss from Forms 4684, 6781, 8824. }
|
||||
D5 ; { Short-term gain/loss from partnerships, S corps, estates, trusts, K-1. }
|
||||
D6 ; { Short-term 2023 loss carryover. Or, LastYear's return output File-name. }
|
||||
D11 ; { Gain from Form 4797. }
|
||||
D12 ; { Partnership net long-term gains or losses. }
|
||||
D13 ; { Cap Gains Distributions - 1099-DIV column 2a. }
|
||||
D14 ; { Long-term 2023 loss carryover. Leave blank if file-name used in line D6. }
|
||||
D19 ; { Amount, if any, from line 18 of Unrecaptured Section 1250 Gain Worksheet. }
|
||||
Collectibles ; { Long Term Gain or Loss from Collectibles, Form 8949 Part II. (Usually zero.) }
|
||||
|
||||
{ }
|
||||
|
||||
{ --- Schedule 1: Additional Income --- }
|
||||
|
||||
S1_1099K_err ; { Amounts on 1099-K forms reported in error or for personal loss. }
|
||||
S1_1 20.11 ; { Taxable refunds. }
|
||||
S1_2a 22 ; { Alimony received. }
|
||||
S1_2b: 6/7/20 { Date of divorce or separation. }
|
||||
S1_3 3 ; { Business income/loss. (Sched C) }
|
||||
S1_4 17.18 ; { Other gains or losses. (form 4797) }
|
||||
S1_5 5 ; { Rent realestate/royalties/partnerships/S corp. Sched E }
|
||||
S1_6 6 ; { Farm income/loss. (Sched F) }
|
||||
S1_7 7 ; { Unemployment compensation }
|
||||
S1_8a 8.01 ; { Net operating loss }
|
||||
S1_8b 7.02 ; { Gambling income }
|
||||
S1_8c 6.03 ; { Cancellation of debt }
|
||||
S1_8d 8.04 ; { Foreign earned income exclusion from Form 2555 }
|
||||
S1_8e 9.01 ; { Income from Form 8853 }
|
||||
S1_8f 9.02 ; { Income from Form 8889 }
|
||||
S1_8g 9.03 ; { Alaska Permanent Fund dividends }
|
||||
S1_8h 9.04 ; { Jury duty pay }
|
||||
S1_8i 9.05 ; { Prizes and awards }
|
||||
S1_8j 9.10 ; { Activity not engaged in for profit income }
|
||||
S1_8k 9.11 ; { Stock options }
|
||||
S1_8l 9.12 ; { Rental of personal property income if for profit but not business. }
|
||||
S1_8m 9.13 ; { Olympic and Paralympic medals + prizes }
|
||||
S1_8n 9.14 ; { Section 951(a) inclusion }
|
||||
S1_8o 9.15 ; { Section 951A(a) inclusion }
|
||||
S1_8p 9.16 ; { Section 461(l) excess business loss adjustment }
|
||||
S1_8q 9.17 ; { Taxable distributions from an ABLE account }
|
||||
S1_8r 9.18 ; { Scholarship and fellowship grants not reported on Form W-2 }
|
||||
S1_8s 9.19 ; { Nontaxable Medicaid waiver payments included on Form 1040, line 1a or 1d }
|
||||
S1_8t 9.20 ; { Pension from nonqualifed deferred compensation plan or section 457 plan }
|
||||
S1_8u 9.21 ; { Wages earned while incarcerated }
|
||||
S1_8v 10.22 ; { Digital assests received as ordinary income not reported elsewhere }
|
||||
S1_8z 8.17 ; { Other income. }
|
||||
S1_8z_Type: uber { Type of Other Income. }
|
||||
|
||||
{ ---- Schedule 1, Part II: Adjustments to Gross Income ---- }
|
||||
S1_11 6.10 ; { Educator expenses }
|
||||
S1_12 2 ; { Bus. exp.: reservists, artists, ... Attach Form 2106 }
|
||||
S1_13 3 ; { Health savings account deduction. Attach Form 8889 }
|
||||
S1_14 4 ; { Moving expenses. Attach Form 3903 }
|
||||
S1_15 5 ; { Deductable part of self-employment tax. Attach Schedule SE}
|
||||
S1_16 6 ; { Self-employed SEP, SIMPS1_E, and qualified plans }
|
||||
S1_17 7 ; { Self-employed health insurance deduction }
|
||||
S1_18 8 ; { Penalty on early withdrawal of savings }
|
||||
S1_19a 19 ; { Alimony paid }
|
||||
AlimRecipSSN: 123006778 { Alimony recipient's SocSec Number. }
|
||||
DivorceDate: 11/3/15 { Divorce or Separation Date }
|
||||
S1_20 10 ; { IRA deduction }
|
||||
S1_21 44.08 ; { Student loan interest deduction }
|
||||
S1_23 23 ; { Archer MSA deduction }
|
||||
S1_24a 24 ; { Jury duty pay }
|
||||
S1_24b 23 ; { Deductible expenses of rental of personal property }
|
||||
S1_24c 22 ; { Nontaxable Olympic and Paralympic medals & prizes }
|
||||
S1_24d 10.01 ; { Reforestation amortization and expenses }
|
||||
S1_24e 4 ; { Repayment of supplemental unemployment benefits }
|
||||
S1_24f 5 ; { Contributions to section 501(c)(18)(D) pension plans }
|
||||
S1_24g 10.02 ; { Contributions by certain chaplains to section 403(b) plans }
|
||||
S1_24h 6 ; { Attorney fees and court costs for unlawful discrimination claims }
|
||||
S1_24i 7 ; { Attorney fees and court costs for award from the IRS }
|
||||
S1_24j 8 ; { Housing deduction from Form 2555 }
|
||||
S1_24k 9 ; { Excess deductions of section 67(e) expenses from Schedule K-1 }
|
||||
S1_24z 10.03 ; { Other adjustments. }
|
||||
S1_24z_Type: Materials { Type of Other adjustments. }
|
||||
|
||||
|
||||
{ ---- Tax and Credits ---- }
|
||||
{ -- Schedule A: Itemized deductions -- }
|
||||
A1 5001 ; { Unreimbursed medical expenses. }
|
||||
A5a { State and local income taxes. (W-2's boxes 17 + 19.) Or sales taxes. }
|
||||
39.88 { State-UI (Unemployment Insurance) }
|
||||
1479.21 { State-tax withheld/owed }
|
||||
1928.35 { Spouse's local tax (paid) }
|
||||
;
|
||||
CheckBoxA5a N ; { Check (Y) if using sales taxes instead of income taxes. (answer: Yes, No) }
|
||||
A5b 1,771.05 { Real estate taxes.}
|
||||
;
|
||||
A5c 5 ; { Personal property (eg. automobile) taxes. }
|
||||
A6 6 ; { Other taxes.}
|
||||
A8a 7 ; { Home mortgage interest and points reported to you on Form 1098.}
|
||||
A8b ; { Home mortgage interest not reported to you on Form 1098.}
|
||||
A8c ; { Points not reported to you on Form 1098.}
|
||||
A9 9 ; { Investment interest. Attach Form 4952}
|
||||
|
||||
A11 111 ; { Charity contributions by Cash or Check. }
|
||||
A12 12 ; { Charity contributions Other Than cash or check. }
|
||||
A13 13 ; { Charity contributions CarryOver from prior year. }
|
||||
|
||||
A15 15 ; { Casualty or theft loss(es).}
|
||||
A16 16 ; { Other expenses}
|
||||
A18 N ; { Elect to itemize, even when less than standard deduction. (answer: Yes, No) }
|
||||
|
||||
{ -- Schedule B: Part III -- }
|
||||
B7a N ; { Financial account in foreign country ? (answer: Yes, No) }
|
||||
B7aa ; { If yes above, did you file FinCEN Form 114 ? (answer: n/a, Yes, No) }
|
||||
B7b ; { If yes above, name of country. }
|
||||
B8 N ; { Did you receive a foreign trust ? (answer: Yes, No) }
|
||||
|
||||
|
||||
{ --- Alternative Minimum Tax (AMT) Entries (if needed) --- }
|
||||
AMTws2c ; { Investment interest expense (difference between regular tax and AMT) (Form 6251 line 2c). }
|
||||
AMTws2g ; { Private activity bond interest exempt from regular tax (Form 6251 line 2g). }
|
||||
AMTws3 ; { Other adjustments, including income-based related adjustments. }
|
||||
AMTws8 ; { Alternative minimum tax foreign tax credit. }
|
||||
|
||||
{ --- Schedule 2: Additional Taxes --- }
|
||||
S2_1a 10.01 ; { Excess advance premium tax credit repayment. Form 8962. }
|
||||
S2_1b ; { Repayment of new clean vehicle credit(s) transferred to dealer. }
|
||||
S2_1c ; { Repayment of previously owned clean vehicle credit(s) transferred to dealer. }
|
||||
S2_1d ; { Recapture of net EPE from Form 4255, line 2a, column (l). }
|
||||
S2_1e ; { Excessive payments (EP) from Form 4255. }
|
||||
S2_1f ; { 20% EP from Form 4255. }
|
||||
S2_1y ; { Other additions to tax (see instructions). }
|
||||
S2_4 12.67 ; { Self-employment tax. Sched SE }
|
||||
S2_5 ; { Social security and Medicare tax from Form 4137. }
|
||||
S2_6 ; { Uncollected Social security and Medicare tax from Form 8919 }
|
||||
S2_8 ; { Additional tax on IRAs, other qualified retirement plans, Form 5329 }
|
||||
S2_9 34.23 ; { Household employment taxes. Sched H }
|
||||
S2_10 ; { First-time homebuyer credit repayment. Form 5405. }
|
||||
S2_11 ; { Additional Medicare Tax. Attach Form 8959 }
|
||||
S2_12 ; { Net investment income tax. Attach Form 8960 }
|
||||
S2_13 ; { Uncollected social security ... from Form W-2, box 12 }
|
||||
S2_14 ; { Interest on tax due on installment income }
|
||||
S2_15 ; { Interest on the deferred tax on gain from certain installment sales }
|
||||
S2_16 ; { Recapture of low-income housing credit. Attach Form 8611 }
|
||||
|
||||
S2_17a 17.01 ; { Recapture of other credits. }
|
||||
S2_17a_Type: Rural, 6723 { Type and form number }
|
||||
S2_17b 16 ; { Recapture of federal mortgage subsidy. }
|
||||
S2_17c ; { Additional tax on HSA distributions. Attach Form 8889 }
|
||||
S2_17d ; { Additional tax on an HSA, Attach Form 8889 }
|
||||
S2_17e ; { Additional tax on Archer MSA distributions. Attach Form 8853 }
|
||||
S2_17f ; { Additional tax on Medicare Advantage MSA distributions. Form 8853 }
|
||||
S2_17g ; { Recapture of a charitable contribution deduction }
|
||||
S2_17h ; { Income you received from a nonqualified deferred compensation }
|
||||
S2_17i 17.09 ; { Compensation received from nonqualified deferred compensation plan }
|
||||
S2_17j ; { Section 72(m)(5) excess benefits tax }
|
||||
S2_17k ; { Golden parachute payments }
|
||||
S2_17l ; { Tax on accumulation distribution of trusts }
|
||||
S2_17m ; { Excise tax on insider stock compensation }
|
||||
S2_17n ; { Look-back interest under section 167(g) or 460(b) }
|
||||
S2_17o ; { Tax on non-effectively connected income }
|
||||
S2_17p ; { Any interest from Form 8621, line 16f. }
|
||||
S2_17q ; { Any interest from Form 8621, line 24 }
|
||||
S2_17z 17.18 ; { Any other taxes. }
|
||||
S2_17z_Type: Anom { Type of other taxes. }
|
||||
S2_19 ; { Additional tax from Schedule 8812 }
|
||||
S2_20 ; { Section 965 net tax liability installment from Form 965-A }
|
||||
|
||||
|
||||
{ --- Schedule 3: Part 1 - Nonrefundable Credits --- }
|
||||
S3_1 14.15 ; { Foreign tax credit, form 1116 }
|
||||
S3_2 ; { Child/dependent care expense credits. Form 2441, Line 11. }
|
||||
S3_3 ; { Education credits. Form 8863, line 19. }
|
||||
S3_4 31.31 ; { Retirement savings contributions credit. Form 8880. }
|
||||
S3_5a 51.00 ; { Residential clean energy credits. Form 5695, line 16. }
|
||||
S3_5b 52.00 ; { Energy efficient home improvement credit. Form 5695, line 32. }
|
||||
{ Other nonrefundable credits. }
|
||||
S3_6a 6 ; { General business credit. Form 3800. }
|
||||
S3_6b ; { Credit for prior year minimum tax. Form 8801. }
|
||||
S3_6c 26.01 ; { Adoption credit. Attach Form 8839 }
|
||||
S3_6d ; { Credit for the elderly or disabled. Attach Schedule R }
|
||||
S3_6e ; { Alternative motor vehicle credit. Attach Form 8910 }
|
||||
S3_6f ; { Qualified plug-in motor vehicle credit. Attach Form 8936 }
|
||||
S3_6g ; { Mortgage interest credit. Attach Form 8396 }
|
||||
S3_6h ; { District of Columbia first-time homebuyer credit. Attach Form 8859 }
|
||||
S3_6i 2.02 ; { Qualified electric vehicle credit. Attach Form 8834 }
|
||||
S3_6j ; { Alternative fuel vehicle refueling property credit. Attach Form 8911 }
|
||||
S3_6k ; { Credit to holders of tax credit bonds. Attach Form 8912 }
|
||||
S3_6l ; { Amount on Form 8978, line 14. }
|
||||
S3_6m 6.60 ; { Credit for previously owned clean vehicles. Attach Form 8936. }
|
||||
S3_6z 1.00 ; { Other nonrefundable credits. }
|
||||
S3_6z_Type: { Type of Other nonrefundable credits. }
|
||||
|
||||
{ --- Schedule 3: Part II - Other Payments and Refundable Credits --- }
|
||||
S3_9 ; { Net premium tax credit. Form 8962. }
|
||||
S3_10 8.10 ; { Amnt paid in filing extension req. }
|
||||
S3_11 ; { Excess Soc. Sec. + tier 1 RRTA tax withheld. }
|
||||
S3_12 ; { Credits for federal tax on fuels. Attach form 4136. }
|
||||
S3_13a 13 ; { Credits from Form 2439. }
|
||||
S3_13b 14 ; { Credit for repayment of amounts included in income from prior years. }
|
||||
S3_13c 15 ; { Elective payment amount. Form 3800, Part III, line 6, column (i). }
|
||||
S3_13d 16 ; { Deferred amount of net 965 tax liability }
|
||||
S3_13z 17 ; { Credits from Other. }
|
||||
S3_13z_Type: { Type of other payments or refundable credits. }
|
||||
|
||||
|
||||
|
||||
{ -------------------------------------------- }
|
||||
{ --- Optional info for Auto-Fillout only. --- }
|
||||
|
||||
{ Your 1st-Name, Middle-Initial }
|
||||
Your1stName: Fred, D.
|
||||
YourLastName: Smythe
|
||||
YourSocSec#: 409-31-7804
|
||||
|
||||
{ Spouse 1st-Name, Middle-Initial -- If Married-Filing-Jointly, otherwise leave spouse fields blank. }
|
||||
Spouse1stName: Sarah, M. { Leave blank if Single, etc. }
|
||||
SpouseLastName: Smythe
|
||||
SpouseSocSec#: 409-33-9408
|
||||
|
||||
{ Your Address }
|
||||
Number&Street: 1567 W. Hamptonshire
|
||||
Apt#:
|
||||
Town/City: Springfield
|
||||
State: IL
|
||||
ZipCode: 62722
|
||||
|
||||
{ Your Occupation(s) }
|
||||
YourOccupat: Merchant
|
||||
SpouseOccupat: Welder
|
||||
|
||||
{ - - - - - - - - -- - - - - - - - - }
|
||||
{ Dependent-1 Information (optional) }
|
||||
Dep1_FirstName: Emma { First Dependent's first-name. }
|
||||
Dep1_LastName: Anderson { First Dependent's last-name. }
|
||||
Dep1_SocSec#: 987-65-4321 { First Dependent's Social Security number. }
|
||||
Dep1_Relation: Stepdaughter { First Dependent's relationship. }
|
||||
CkDep1_ChildTxCrd: Yes { (answer: Yes, No) }
|
||||
CkDep1_CrdOtherDep: { (answer: Yes, No) }
|
||||
|
||||
{ Dependent-2 Information (optional) }
|
||||
Dep2_FirstName:
|
||||
Dep2_LastName:
|
||||
Dep2_SocSec#:
|
||||
Dep2_Relation:
|
||||
CkDep2_ChildTxCrd: { (answer: Yes, No) }
|
||||
CkDep2_CrdOtherDep: { (answer: Yes, No) }
|
||||
|
||||
{ Dependent-3 Information (optional) }
|
||||
Dep3_FirstName:
|
||||
Dep3_LastName:
|
||||
Dep3_SocSec#:
|
||||
Dep3_Relation:
|
||||
CkDep3_ChildTxCrd: { (answer: Yes, No) }
|
||||
CkDep3_CrdOtherDep: { (answer: Yes, No) }
|
||||
|
||||
{ Dependent-4 Information (optional) }
|
||||
Dep4_FirstName:
|
||||
Dep4_LastName:
|
||||
Dep4_SocSec#:
|
||||
Dep4_Relation:
|
||||
CkDep4_ChildTxCrd: { (answer: Yes, No) }
|
||||
CkDep4_CrdOtherDep: { (answer: Yes, No) }
|
||||
|
||||
{ Other Dependents }
|
||||
CkMoreThan_4_Dependents: { (answer: Yes, No) }
|
||||
|
||||
{ Optional Direct-Deposit info for Refunds }
|
||||
L35b: 123456789 { Routing Number. }
|
||||
L35c: Checking { (answer: Checking, Savings) }
|
||||
L35d: 12345678901234567 { Account Number. }
|
||||
|
||||
{ Optional PIN Numbers. }
|
||||
PIN_3rdParty: 00000 { Third Party Personal Identity PIN. (5-digits.) }
|
||||
PIN_Your: 123456 { Your Identity Protection PIN. (6-digits from IRS.) }
|
||||
PIN_Spouse: 222222 { Spouse's Identity Protection PIN. (6-digits from IRS.) }
|
||||
|
||||
Round_PDF_to_Whole_Dollars Y { Controls format of PDF form. (answer: Yes, No) }
|
||||
{
|
||||
--------------------------------------------
|
||||
}
|
||||
@@ -0,0 +1,426 @@
|
||||
Title: US Federal 1040 Tax Form - 2024 -- EXAMPLE
|
||||
|
||||
{ ------------ Example ------------- }
|
||||
{ --- Filing Status & Exemptions --- }
|
||||
|
||||
Status Married/Joint { Single, Married/Joint, Head_of_House, Married/Sep, Widow(er) }
|
||||
|
||||
You_65+Over? N { Were you born before January 2, 1960 ? (answer: Yes, No) }
|
||||
You_Blind? N { Are you blind ? (answer: Yes, No) }
|
||||
Spouse_65+Over? Y { Was Spouse born before January 2, 1960 ? (answer: Yes, No) }
|
||||
Spouse_Blind? N { Is Spouse blind ? (answer: Yes, No) }
|
||||
Dependents 0 { Number of Dependents, (answer: 0, 1, 2, 3, 4, 5, 6, 7, 8, ...) }
|
||||
|
||||
VirtCurr? N { During 2024, did you receive/exchange/sell any Digital Asset? (answer: Yes, No) }
|
||||
|
||||
|
||||
{ ---- Income ---- }
|
||||
|
||||
{ -- Wages, salaries, tips (W-2's Box-1). -- }
|
||||
L1a 20267.70 { Wages, salaries, tips (W-2's Box-1). }
|
||||
28188.53 { Spouse's }
|
||||
;
|
||||
L1b 10 ; { Household employee wages not reported on Form(s) W-2. }
|
||||
L1c 20 ; { Tip income not reported on line 1a. }
|
||||
L1d 30 ; { Medicaid waiver payments not reported on Form(s) W-2. }
|
||||
L1e 40 ; { Taxable dependent care benefits from Form 2441, line 26. }
|
||||
L1f 50 ; { Employer-provided adoption benefits from Form 8839, line 29. }
|
||||
L1g 60 ; { Wages from Form 8919, line 6. }
|
||||
L1h 70 ; { Other earned income. }
|
||||
L1i 80 ; { Nontaxable combat pay election. }
|
||||
|
||||
|
||||
{ --- Interest --- }
|
||||
{ -- Tax-Exempt Interest. (Only used for SocialSecurity calculations). --
|
||||
(Any private activity bond interest exempt from regular tax, is entered under Schedule 2 below.) }
|
||||
L2a 2 ;
|
||||
|
||||
{ -- Taxable Interest -- 1099-INT(s) box 1 }
|
||||
L2b 37.71 { Bank Savings}
|
||||
12.65 { Credit Union}
|
||||
16.85 { Savings Bank}
|
||||
;
|
||||
|
||||
{ --- Dividends --- }
|
||||
{ -- Qualified Dividends 1099-DIV box 1b -- }
|
||||
L3a
|
||||
70.90 {USX Dividends}
|
||||
14.36 {Fidelity Mutual Funds}
|
||||
0.0 { Growth Fund}
|
||||
61.25 {Company Stock Div}
|
||||
;
|
||||
|
||||
{ -- Ordinary Dividends 1099-DIV box 1a. -- }
|
||||
L3b
|
||||
70.90 {USX Dividends}
|
||||
44.36 {Fidelity Mutual Funds}
|
||||
64.13 { Growth Fund}
|
||||
74.52 {Company Stock Div}
|
||||
;
|
||||
|
||||
{ --- Other Income & Credits --- }
|
||||
L4a 41.41 ; { IRA distributions. (1099-R) }
|
||||
L4b 41.00 ; { Taxable IRA distributions. (1099-R) }
|
||||
QCD no { Qualified Charitable Distribution ? (answer: yes, no) }
|
||||
|
||||
L5a 43.43 ; { Pensions, Annuities. (1099-R) }
|
||||
L5b 43.00 ; { Taxable Pensions, Annuities. (1099-R) }
|
||||
|
||||
L6a 6 ; { Social Security benefits. Forms SSA-1099 box-5. }
|
||||
|
||||
L13 13 ; { Qualified business income deduction. }
|
||||
L19 19 ; { Child tax credit/credit for other dependents. }
|
||||
|
||||
L25a 1765.50 { Federal income tax withheld, from W-2's, box-2. }
|
||||
1688.09
|
||||
;
|
||||
L25b 23 ; { Federal income tax withheld, from 1099's. }
|
||||
L25c 26 ; { Federal income tax withheld, from other forms. }
|
||||
L26 { Estimated tax payments made for the year. }
|
||||
100 {Q1}
|
||||
110 {Q2}
|
||||
120 {Q3}
|
||||
130 {Q4}
|
||||
;
|
||||
|
||||
{ -- Refundable Credits -- }
|
||||
L27 207 ; { Earned Income Credit (EIC). Attach Sched EIC if you have qualifying child. }
|
||||
L28 28 ; { Child Tax Credit, Schedule 8812 }
|
||||
L29 29 ; { American Opportunity Credit, Form 8863, line 8 }
|
||||
|
||||
{ -- Refund Options -- }
|
||||
ApplyTo2024 33 ; { Percent (%) of OverPayment to apply to your 2024 estimated tax. (0-100) }
|
||||
|
||||
{ -- Penalties -- }
|
||||
L38 ; { Estimated Tax Under-payment Penalty }
|
||||
|
||||
{ --- Schedule D: Capital Gains/Loses --- }
|
||||
|
||||
{ When there are multiple buy-dates, specify "various-short" or "various-long", instead of a specific date. }
|
||||
{ If acquired by inheritance, then specify "inherited" instead of a specific date. }
|
||||
{ Text Editor Note: When adding a security, All values must be present. "~" is a necessary place holder for No Adjustment. }
|
||||
|
||||
f8949_spreadsheet-A/D: tax_form_files/US_1040/example_f8949_spreadsheet.csv { Optional CSV spreadsheet File-name for Cap-Gain/Losses. (Reported to IRS, A/D) }
|
||||
|
||||
CapGains-A/D { Capital Gains/Losses, 1099-B. For Basis Reported to IRS (Form 8949 check A or D) }
|
||||
{ Enter for each: $BuyAmnt Date, $SellAmnt Date, AdjCode $AdjAmnt ~ ~ }
|
||||
|
||||
-800.99 6-20-21 { 40 Shares WMT }
|
||||
950.99 10-12-21
|
||||
~ ~
|
||||
|
||||
-1800.99 6-21-2024 { 40 Shares AAP }
|
||||
1950.99 10-2-2024
|
||||
~ ~
|
||||
|
||||
-3658.22 1-15-19 { 100 Shares XOM }
|
||||
4209.95 12-25-21
|
||||
B 12.34
|
||||
|
||||
-4949.98 3-26-17 { 500 Shares NAB }
|
||||
6009.01 12-27-2024
|
||||
~ ~
|
||||
|
||||
-4949.98 3-26-11 { 500 Shares FBK }
|
||||
6009.01 12-27-2024
|
||||
~ ~
|
||||
;
|
||||
|
||||
|
||||
f8949_spreadsheet-B/E: { Optional CSV spreadsheet File-name for Cap-Gain/Losses. (Unreported to IRS, B/E) }
|
||||
|
||||
CapGains-B/E { Capital Gains/Losses, 1099-B. For Basis NOT Reported to IRS (Form 8949 check B/E) }
|
||||
{ Enter for each: $BuyAmnt Date, $SellAmnt Date, AdjCode $AdjAmnt ~ ~ }
|
||||
|
||||
100 1-1-1980 { IBM }
|
||||
1000 2-2-2024
|
||||
~ ~
|
||||
|
||||
8000 12-24-1980 { SNA }
|
||||
1000 12-28-21
|
||||
~ ~
|
||||
;
|
||||
|
||||
|
||||
f8949_spreadsheet-C/F: { Optional CSV spreadsheet File-name for Cap-Gain/Losses. (Not above, C/F) }
|
||||
|
||||
CapGains-C/F { Capital Gains/Losses, 1099-B. For when Form 8949 (A,B,D,E) CANNOT be checked. (check C/F) }
|
||||
{ Enter for each: $BuyAmnt Date, $SellAmnt Date, AdjCode $AdjAmnt ~ ~ }
|
||||
900 1-1-1980 { MSFT }
|
||||
9000 2-2-2024
|
||||
~ ~
|
||||
|
||||
100 1-1-1980 { CLF }
|
||||
4000 2-2-2024
|
||||
~ ~
|
||||
;
|
||||
|
||||
D4 ; { Short-term gain from 6252, gain or loss from Forms 4684, 6781, 8824. }
|
||||
D5 ; { Short-term gain/loss from partnerships, S corps, estates, trusts, K-1. }
|
||||
D6 ; { Short-term 2023 loss carryover. Or, LastYear's return output File-name. }
|
||||
D11 ; { Gain from Form 4797. }
|
||||
D12 ; { Partnership net long-term gains or losses. }
|
||||
D13 ; { Cap Gains Distributions - 1099-DIV column 2a. }
|
||||
D14 ; { Long-term 2023 loss carryover. Leave blank if file-name used in line D6. }
|
||||
D19 ; { Amount, if any, from line 18 of Unrecaptured Section 1250 Gain Worksheet. }
|
||||
Collectibles ; { Long Term Gain or Loss from Collectibles, Form 8949 Part II. (Usually zero.) }
|
||||
|
||||
{ }
|
||||
|
||||
{ --- Schedule 1: Additional Income --- }
|
||||
|
||||
S1_1099K_err ; { Amounts on 1099-K forms reported in error or for personal loss. }
|
||||
S1_1 20.11 ; { Taxable refunds. }
|
||||
S1_2a 22 ; { Alimony received. }
|
||||
S1_2b: 6/7/20 { Date of divorce or separation. }
|
||||
S1_3 3 ; { Business income/loss. (Sched C) }
|
||||
S1_4 17.18 ; { Other gains or losses. (form 4797) }
|
||||
S1_5 5 ; { Rent realestate/royalties/partnerships/S corp. Sched E }
|
||||
S1_6 6 ; { Farm income/loss. (Sched F) }
|
||||
S1_7 7 ; { Unemployment compensation }
|
||||
S1_8a 8.01 ; { Net operating loss }
|
||||
S1_8b 7.02 ; { Gambling income }
|
||||
S1_8c 6.03 ; { Cancellation of debt }
|
||||
S1_8d 8.04 ; { Foreign earned income exclusion from Form 2555 }
|
||||
S1_8e 9.01 ; { Income from Form 8853 }
|
||||
S1_8f 9.02 ; { Income from Form 8889 }
|
||||
S1_8g 9.03 ; { Alaska Permanent Fund dividends }
|
||||
S1_8h 9.04 ; { Jury duty pay }
|
||||
S1_8i 9.05 ; { Prizes and awards }
|
||||
S1_8j 9.10 ; { Activity not engaged in for profit income }
|
||||
S1_8k 9.11 ; { Stock options }
|
||||
S1_8l 9.12 ; { Rental of personal property income if for profit but not business. }
|
||||
S1_8m 9.13 ; { Olympic and Paralympic medals + prizes }
|
||||
S1_8n 9.14 ; { Section 951(a) inclusion }
|
||||
S1_8o 9.15 ; { Section 951A(a) inclusion }
|
||||
S1_8p 9.16 ; { Section 461(l) excess business loss adjustment }
|
||||
S1_8q 9.17 ; { Taxable distributions from an ABLE account }
|
||||
S1_8r 9.18 ; { Scholarship and fellowship grants not reported on Form W-2 }
|
||||
S1_8s 9.19 ; { Nontaxable Medicaid waiver payments included on Form 1040, line 1a or 1d }
|
||||
S1_8t 9.20 ; { Pension from nonqualifed deferred compensation plan or section 457 plan }
|
||||
S1_8u 9.21 ; { Wages earned while incarcerated }
|
||||
S1_8v 10.22 ; { Digital assests received as ordinary income not reported elsewhere }
|
||||
S1_8z 8.17 ; { Other income. }
|
||||
S1_8z_Type: uber { Type of Other Income. }
|
||||
|
||||
{ ---- Schedule 1, Part II: Adjustments to Gross Income ---- }
|
||||
S1_11 6.10 ; { Educator expenses }
|
||||
S1_12 2 ; { Bus. exp.: reservists, artists, ... Attach Form 2106 }
|
||||
S1_13 3 ; { Health savings account deduction. Attach Form 8889 }
|
||||
S1_14 4 ; { Moving expenses. Attach Form 3903 }
|
||||
S1_15 5 ; { Deductable part of self-employment tax. Attach Schedule SE}
|
||||
S1_16 6 ; { Self-employed SEP, SIMPS1_E, and qualified plans }
|
||||
S1_17 7 ; { Self-employed health insurance deduction }
|
||||
S1_18 8 ; { Penalty on early withdrawal of savings }
|
||||
S1_19a 19 ; { Alimony paid }
|
||||
AlimRecipSSN: 123006778 { Alimony recipient's SocSec Number. }
|
||||
DivorceDate: 11/3/15 { Divorce or Separation Date }
|
||||
S1_20 10 ; { IRA deduction }
|
||||
S1_21 44.08 ; { Student loan interest deduction }
|
||||
S1_23 23 ; { Archer MSA deduction }
|
||||
S1_24a 24 ; { Jury duty pay }
|
||||
S1_24b 23 ; { Deductible expenses of rental of personal property }
|
||||
S1_24c 22 ; { Nontaxable Olympic and Paralympic medals & prizes }
|
||||
S1_24d 10.01 ; { Reforestation amortization and expenses }
|
||||
S1_24e 4 ; { Repayment of supplemental unemployment benefits }
|
||||
S1_24f 5 ; { Contributions to section 501(c)(18)(D) pension plans }
|
||||
S1_24g 10.02 ; { Contributions by certain chaplains to section 403(b) plans }
|
||||
S1_24h 6 ; { Attorney fees and court costs for unlawful discrimination claims }
|
||||
S1_24i 7 ; { Attorney fees and court costs for award from the IRS }
|
||||
S1_24j 8 ; { Housing deduction from Form 2555 }
|
||||
S1_24k 9 ; { Excess deductions of section 67(e) expenses from Schedule K-1 }
|
||||
S1_24z 10.03 ; { Other adjustments. }
|
||||
S1_24z_Type: Materials { Type of Other adjustments. }
|
||||
|
||||
|
||||
{ ---- Tax and Credits ---- }
|
||||
{ -- Schedule A: Itemized deductions -- }
|
||||
A1 5001 ; { Unreimbursed medical expenses. }
|
||||
A5a { State and local income taxes. (W-2's boxes 17 + 19.) Or sales taxes. }
|
||||
39.88 { State-UI (Unemployment Insurance) }
|
||||
1479.21 { State-tax withheld/owed }
|
||||
1928.35 { Spouse's local tax (paid) }
|
||||
;
|
||||
CheckBoxA5a N ; { Check (Y) if using sales taxes instead of income taxes. (answer: Yes, No) }
|
||||
A5b 1,771.05 { Real estate taxes.}
|
||||
;
|
||||
A5c 5 ; { Personal property (eg. automobile) taxes. }
|
||||
A6 6 ; { Other taxes.}
|
||||
A8a 7 ; { Home mortgage interest and points reported to you on Form 1098.}
|
||||
A8b ; { Home mortgage interest not reported to you on Form 1098.}
|
||||
A8c ; { Points not reported to you on Form 1098.}
|
||||
A9 9 ; { Investment interest. Attach Form 4952}
|
||||
|
||||
A11 111 ; { Charity contributions by Cash or Check. }
|
||||
A12 12 ; { Charity contributions Other Than cash or check. }
|
||||
A13 13 ; { Charity contributions CarryOver from prior year. }
|
||||
|
||||
A15 15 ; { Casualty or theft loss(es).}
|
||||
A16 16 ; { Other expenses}
|
||||
A18 N ; { Elect to itemize, even when less than standard deduction. (answer: Yes, No) }
|
||||
|
||||
{ -- Schedule B: Part III -- }
|
||||
B7a N ; { Financial account in foreign country ? (answer: Yes, No) }
|
||||
B7aa ; { If yes above, did you file FinCEN Form 114 ? (answer: n/a, Yes, No) }
|
||||
B7b ; { If yes above, name of country. }
|
||||
B8 N ; { Did you receive a foreign trust ? (answer: Yes, No) }
|
||||
|
||||
|
||||
{ --- Alternative Minimum Tax (AMT) Entries (if needed) --- }
|
||||
AMTws2c ; { Investment interest expense (difference between regular tax and AMT) (Form 6251 line 2c). }
|
||||
AMTws2g ; { Private activity bond interest exempt from regular tax (Form 6251 line 2g). }
|
||||
AMTws3 ; { Other adjustments, including income-based related adjustments. }
|
||||
AMTws8 ; { Alternative minimum tax foreign tax credit. }
|
||||
|
||||
{ --- Schedule 2: Additional Taxes --- }
|
||||
S2_1a ; { Excess advance premium tax credit repayment. Form 8962. }
|
||||
S2_1b ; { Repayment of new clean vehicle credit(s) transferred to dealer. }
|
||||
S2_1c ; { Repayment of previously owned clean vehicle credit(s) transferred to dealer. }
|
||||
S2_1d ; { Recapture of net EPE from Form 4255, line 2a, column (l). }
|
||||
S2_1e ; { Excessive payments (EP) from Form 4255. }
|
||||
S2_1f ; { 20% EP from Form 4255. }
|
||||
S2_1y ; { Other additions to tax (see instructions). }
|
||||
S2_4 12.67 ; { Self-employment tax. Sched SE }
|
||||
S2_5 ; { Social security and Medicare tax from Form 4137. }
|
||||
S2_6 ; { Uncollected Social security and Medicare tax from Form 8919 }
|
||||
S2_8 ; { Additional tax on IRAs, other qualified retirement plans, Form 5329 }
|
||||
S2_9 34.23 ; { Household employment taxes. Sched H }
|
||||
S2_10 ; { First-time homebuyer credit repayment. Form 5405. }
|
||||
S2_11 ; { Additional Medicare Tax. Attach Form 8959 }
|
||||
S2_12 ; { Net investment income tax. Attach Form 8960 }
|
||||
S2_13 ; { Uncollected social security ... from Form W-2, box 12 }
|
||||
S2_14 ; { Interest on tax due on installment income }
|
||||
S2_15 ; { Interest on the deferred tax on gain from certain installment sales }
|
||||
S2_16 ; { Recapture of low-income housing credit. Attach Form 8611 }
|
||||
|
||||
S2_17a 17.01 ; { Recapture of other credits. }
|
||||
S2_17a_Type: Rural, 6723 { Type and form number }
|
||||
S2_17b 16 ; { Recapture of federal mortgage subsidy. }
|
||||
S2_17c ; { Additional tax on HSA distributions. Attach Form 8889 }
|
||||
S2_17d ; { Additional tax on an HSA, Attach Form 8889 }
|
||||
S2_17e ; { Additional tax on Archer MSA distributions. Attach Form 8853 }
|
||||
S2_17f ; { Additional tax on Medicare Advantage MSA distributions. Form 8853 }
|
||||
S2_17g ; { Recapture of a charitable contribution deduction }
|
||||
S2_17h ; { Income you received from a nonqualified deferred compensation }
|
||||
S2_17i 17.09 ; { Compensation received from nonqualified deferred compensation plan }
|
||||
S2_17j ; { Section 72(m)(5) excess benefits tax }
|
||||
S2_17k ; { Golden parachute payments }
|
||||
S2_17l ; { Tax on accumulation distribution of trusts }
|
||||
S2_17m ; { Excise tax on insider stock compensation }
|
||||
S2_17n ; { Look-back interest under section 167(g) or 460(b) }
|
||||
S2_17o ; { Tax on non-effectively connected income }
|
||||
S2_17p ; { Any interest from Form 8621, line 16f. }
|
||||
S2_17q ; { Any interest from Form 8621, line 24 }
|
||||
S2_17z 17.18 ; { Any other taxes. }
|
||||
S2_17z_Type: Anom { Type of other taxes. }
|
||||
S2_19 ; { Additional tax from Schedule 8812 }
|
||||
S2_20 ; { Section 965 net tax liability installment from Form 965-A }
|
||||
|
||||
|
||||
{ --- Schedule 3: Part 1 - Nonrefundable Credits --- }
|
||||
S3_1 14.15 ; { Foreign tax credit, form 1116 }
|
||||
S3_2 ; { Child/dependent care expense credits. Form 2441, Line 11. }
|
||||
S3_3 ; { Education credits. Form 8863, line 19. }
|
||||
S3_4 31.31 ; { Retirement savings contributions credit. Form 8880. }
|
||||
S3_5a 51.00 ; { Residential clean energy credits. Form 5695, line 16. }
|
||||
S3_5b 52.00 ; { Energy efficient home improvement credit. Form 5695, line 32. }
|
||||
{ Other nonrefundable credits. }
|
||||
S3_6a 6 ; { General business credit. Form 3800. }
|
||||
S3_6b ; { Credit for prior year minimum tax. Form 8801. }
|
||||
S3_6c 26.01 ; { Adoption credit. Attach Form 8839 }
|
||||
S3_6d ; { Credit for the elderly or disabled. Attach Schedule R }
|
||||
S3_6e ; { Alternative motor vehicle credit. Attach Form 8910 }
|
||||
S3_6f ; { Qualified plug-in motor vehicle credit. Attach Form 8936 }
|
||||
S3_6g ; { Mortgage interest credit. Attach Form 8396 }
|
||||
S3_6h ; { District of Columbia first-time homebuyer credit. Attach Form 8859 }
|
||||
S3_6i 2.02 ; { Qualified electric vehicle credit. Attach Form 8834 }
|
||||
S3_6j ; { Alternative fuel vehicle refueling property credit. Attach Form 8911 }
|
||||
S3_6k ; { Credit to holders of tax credit bonds. Attach Form 8912 }
|
||||
S3_6l ; { Amount on Form 8978, line 14. }
|
||||
S3_6m 6.60 ; { Credit for previously owned clean vehicles. Attach Form 8936. }
|
||||
S3_6z ; { Other nonrefundable credits. }
|
||||
S3_6z_Type: { Type of Other nonrefundable credits. }
|
||||
|
||||
{ --- Schedule 3: Part II - Other Payments and Refundable Credits --- }
|
||||
S3_9 ; { Net premium tax credit. Form 8962. }
|
||||
S3_10 8.10 ; { Amnt paid in filing extension req. }
|
||||
S3_11 ; { Excess Soc. Sec. + tier 1 RRTA tax withheld. }
|
||||
S3_12 ; { Credits for federal tax on fuels. Attach form 4136. }
|
||||
S3_13a 13 ; { Credits from Form 2439. }
|
||||
S3_13b 14 ; { Credit for repayment of amounts included in income from prior years. }
|
||||
S3_13c 15 ; { Elective payment amount. Form 3800, Part III, line 6, column (i). }
|
||||
S3_13d 16 ; { Deferred amount of net 965 tax liability }
|
||||
S3_13z 17 ; { Credits from Other. }
|
||||
S3_13z_Type: { Type of other payments or refundable credits. }
|
||||
|
||||
|
||||
|
||||
{ -------------------------------------------- }
|
||||
{ --- Optional info for Auto-Fillout only. --- }
|
||||
|
||||
{ Your 1st-Name, Middle-Initial }
|
||||
Your1stName: Fred, D.
|
||||
YourLastName: Smythe
|
||||
YourSocSec#: 409-31-7804
|
||||
|
||||
{ Spouse 1st-Name, Middle-Initial -- If Married-Filing-Jointly, otherwise leave spouse fields blank. }
|
||||
Spouse1stName: Sarah, M. { Leave blank if Single, etc. }
|
||||
SpouseLastName: Smythe
|
||||
SpouseSocSec#: 409-33-9408
|
||||
|
||||
{ Your Address }
|
||||
Number&Street: 1567 W. Hamptonshire
|
||||
Apt#:
|
||||
Town/City: Springfield
|
||||
State: IL
|
||||
ZipCode: 62722
|
||||
|
||||
{ Your Occupation(s) }
|
||||
YourOccupat: Merchant
|
||||
SpouseOccupat: Welder
|
||||
|
||||
{ - - - - - - - - -- - - - - - - - - }
|
||||
{ Dependent-1 Information (optional) }
|
||||
Dep1_FirstName: Emma { First Dependent's first-name. }
|
||||
Dep1_LastName: Anderson { First Dependent's last-name. }
|
||||
Dep1_SocSec#: 987-65-4321 { First Dependent's Social Security number. }
|
||||
Dep1_Relation: Stepdaughter { First Dependent's relationship. }
|
||||
CkDep1_ChildTxCrd: Yes { (answer: Yes, No) }
|
||||
CkDep1_CrdOtherDep: { (answer: Yes, No) }
|
||||
|
||||
{ Dependent-2 Information (optional) }
|
||||
Dep2_FirstName:
|
||||
Dep2_LastName:
|
||||
Dep2_SocSec#:
|
||||
Dep2_Relation:
|
||||
CkDep2_ChildTxCrd: { (answer: Yes, No) }
|
||||
CkDep2_CrdOtherDep: { (answer: Yes, No) }
|
||||
|
||||
{ Dependent-3 Information (optional) }
|
||||
Dep3_FirstName:
|
||||
Dep3_LastName:
|
||||
Dep3_SocSec#:
|
||||
Dep3_Relation:
|
||||
CkDep3_ChildTxCrd: { (answer: Yes, No) }
|
||||
CkDep3_CrdOtherDep: { (answer: Yes, No) }
|
||||
|
||||
{ Dependent-4 Information (optional) }
|
||||
Dep4_FirstName:
|
||||
Dep4_LastName:
|
||||
Dep4_SocSec#:
|
||||
Dep4_Relation:
|
||||
CkDep4_ChildTxCrd: { (answer: Yes, No) }
|
||||
CkDep4_CrdOtherDep: { (answer: Yes, No) }
|
||||
|
||||
{ Other Dependents }
|
||||
CkMoreThan_4_Dependents: { (answer: Yes, No) }
|
||||
|
||||
{ Optional Direct-Deposit info for Refunds }
|
||||
L35b: { Routing Number. }
|
||||
L35c: { (answer: Checking, Savings) }
|
||||
L35d: { Account Number. }
|
||||
|
||||
Round_PDF_to_Whole_Dollars Y { Controls format of PDF form. (answer: Yes, No) }
|
||||
{
|
||||
--------------------------------------------
|
||||
}
|
||||
@@ -0,0 +1,371 @@
|
||||
Title: US Federal 1040 Tax Form - 2024
|
||||
|
||||
{ --- Your Filing Status & Exemptions --- }
|
||||
|
||||
Status Single { Single, Married/Joint, Head_of_House, Married/Sep, Widow(er) }
|
||||
|
||||
You_65+Over? N { Were you born before January 2, 1960 ? (answer: Yes, No) }
|
||||
You_Blind? N { Are you blind ? (answer: Yes, No) }
|
||||
Spouse_65+Over? N { Was Spouse born before January 2, 1960 ? (answer: Yes, No) }
|
||||
Spouse_Blind? N { Is Spouse blind ? (answer: Yes, No) }
|
||||
Dependents 0 { Number of Dependents, (answer: 0, 1, 2, 3, 4, 5, 6, 7, 8, ...) }
|
||||
|
||||
VirtCurr? N { During 2024, did you receive/exchange/sell any Digital Asset? (answer: Yes, No) }
|
||||
|
||||
|
||||
{ ---- Income ---- }
|
||||
|
||||
{ -- Wages from W-2 forms Box-1. -- }
|
||||
L1a
|
||||
;
|
||||
|
||||
L1b ; { Household employee wages not reported on Form(s) W-2. }
|
||||
L1c ; { Tip income not reported on line 1a. }
|
||||
L1d ; { Medicaid waiver payments not reported on Form(s) W-2. }
|
||||
L1e ; { Taxable dependent care benefits from Form 2441, line 26. }
|
||||
L1f ; { Employer-provided adoption benefits from Form 8839, line 29. }
|
||||
L1g ; { Wages from Form 8919, line 6. }
|
||||
L1h ; { Other earned income. }
|
||||
L1i ; { Nontaxable combat pay election. }
|
||||
|
||||
{ --- Interest --- }
|
||||
{ -- Tax-Exempt Interest. (Only used for SocialSecurity calculations). --
|
||||
(Any private activity bond interest exempt from regular tax, is entered under Schedule 2 below.) }
|
||||
L2a ;
|
||||
|
||||
{ -- Taxable Interest -- 1099-INT(s) box 1 }
|
||||
L2b
|
||||
;
|
||||
|
||||
{ --- Dividends --- }
|
||||
{ -- Qualified Dividends 1099-DIV box 1b -- }
|
||||
L3a
|
||||
;
|
||||
|
||||
{ -- Ordinary Dividends 1099-DIV box 1a. (Includes Qualified Div's as well.) -- }
|
||||
L3b
|
||||
;
|
||||
|
||||
{ --- Other Income & Credits --- }
|
||||
L4a ; { IRA distributions. (1099-R) }
|
||||
L4b ; { Taxable IRA distributions. (1099-R) }
|
||||
QCD no { Qualified Charitable Distribution ? (answer: yes, no) }
|
||||
|
||||
L5a ; { Pensions, Annuites. (1099-R) }
|
||||
L5b ; { Taxable Pensions, Annuites. (1099-R) }
|
||||
L6a ; { Social Security benefits. Forms SSA-1099 box-5. }
|
||||
|
||||
L13 ; { Qualified business income deduction. }
|
||||
L19 ; { Child tax credit/credit for other dependents. }
|
||||
|
||||
L25a ; { Federal income tax withheld, from W-2's, box-2. }
|
||||
L25b ; { Federal income tax withheld, from 1099's. }
|
||||
L25c ; { Federal income tax withheld, from other forms. }
|
||||
L26 ; { Estimated tax payments made for the year. }
|
||||
|
||||
{ -- Refundable Credits -- }
|
||||
L27 ; { Earned Income Credit (EIC). Attach Sched EIC if you have qualifying child. }
|
||||
L28 ; { Child Tax Credit, Schedule 8812 }
|
||||
L29 ; { American Opportunity Credit, Form 8863, line 8 }
|
||||
|
||||
{ -- Refund Options -- }
|
||||
ApplyTo2024 0 ; { Percent (%) of OverPayment to apply to your 2024 estimated tax. (0-100%) }
|
||||
|
||||
{ -- Penalties -- }
|
||||
L38 ; { Estimated Tax Under-payment Penalty }
|
||||
|
||||
{ --- Schedule D: Capital Gains/Loses --- }
|
||||
|
||||
{ When there are multiple buy-dates, specify "various-short" or "various-long", instead of a specific date. }
|
||||
{ If acquired by inheritance, then specify "inherited" instead of a specific date. }
|
||||
{ Text Editor Note: When adding a security, All values must be present. "~" is a necessary place holder for No Adjustment. }
|
||||
|
||||
f8949_spreadsheet-A/D: { Optional CSV spreadsheet File-name for Cap-Gain/Losses. (Reported to IRS, A/D) }
|
||||
|
||||
CapGains-A/D { Capital Gains/Losses, 1099-B. For Basis Reported to IRS (Form 8949 marks A or D) }
|
||||
{ Enter for each: $BuyAmnt Date, $SellAmnt Date, AdjCode $AdjAmnt ~ ~ }
|
||||
;
|
||||
|
||||
|
||||
f8949_spreadsheet-B/E: { Optional CSV spreadsheet File-name for Cap-Gain/Losses. (Unreported to IRS, B/E) }
|
||||
|
||||
CapGains-B/E { Capital Gains/Losses, 1099-B. For Basis NOT Reported to IRS (Form 8949 marks B/E) }
|
||||
{ Enter for each: $BuyAmnt Date, $SellAmnt Date, AdjCode $AdjAmnt ~ ~ }
|
||||
;
|
||||
|
||||
|
||||
f8949_spreadsheet-C/F: { Optional CSV spreadsheet File-name for Cap-Gain/Losses. (Not above, C/F) }
|
||||
|
||||
CapGains-C/F { Capital Gains/Losses, 1099-B. For when Form 8949 (A,B,D,E) CANNOT be checked. (marks C/F) }
|
||||
{ Enter for each: $BuyAmnt Date, $SellAmnt Date, AdjCode $AdjAmnt ~ ~ }
|
||||
;
|
||||
|
||||
|
||||
D1ad ; { Proceeds of Short-term transactions (Forms 1099-B). }
|
||||
D1ae ; { Cost of Short-term transactions (Forms 1099-B). }
|
||||
D4 ; { Short-term gain from 6252, gain or loss from Forms 4684, 6781, 8824. }
|
||||
D5 ; { Short-term gain/loss from partnerships, S corps, estates, trusts, K-1. }
|
||||
D6 ; { Short-term 2023 loss carryover. Or, LastYear's return output File-name. }
|
||||
D8ad ; { Proceeds of Long-term transactions (Forms 1099-B). }
|
||||
D8ae ; { Cost of Long-term transactions (Forms 1099-B). }
|
||||
D11 ; { Gain from Form 4797. }
|
||||
D12 ; { Partnership net long-term gains or losses. }
|
||||
D13 ; { Cap Gains Distributions - 1099-DIV column 2a. }
|
||||
D14 ; { Long-term 2023 loss carryover. Leave blank if file-name used in line D6. }
|
||||
D19 ; { Amount, if any, from line 18 of Unrecaptured Section 1250 Gain Worksheet. }
|
||||
Collectibles ; { Long Term Gain or Loss from Collectibles, Form 8949 Part II. (Usually zero.) }
|
||||
|
||||
{ --- Schedule 1: Additional Income --- }
|
||||
|
||||
S1_1099K_err ; { Amounts on 1099-K forms reported in error or for personal loss. }
|
||||
S1_1 ; { Taxable refunds. }
|
||||
S1_2a ; { Alimony received. }
|
||||
S1_2b: { Date of divorce or separation. }
|
||||
S1_3 ; { Business income/loss. (Sched C) }
|
||||
S1_4 ; { Other gains or losses. (form 4797) }
|
||||
S1_5 ; { Rent realestate/royalties/partnerships/S corp. Sched E }
|
||||
S1_6 ; { Farm income/loss. (Sched F) }
|
||||
S1_7 ; { Unemployment compensation }
|
||||
S1_8a ; { Net operating loss }
|
||||
S1_8b ; { Gambling income }
|
||||
S1_8c ; { Cancellation of debt }
|
||||
S1_8d ; { Foreign earned income exclusion from Form 2555 }
|
||||
S1_8e ; { Income from Form 8853 }
|
||||
S1_8f ; { Income from Form 8889 }
|
||||
S1_8g ; { Alaska Permanent Fund dividends }
|
||||
S1_8h ; { Jury duty pay }
|
||||
S1_8i ; { Prizes and awards }
|
||||
S1_8j ; { Activity not engaged in for profit income }
|
||||
S1_8k ; { Stock options }
|
||||
S1_8l ; { Rental of personal property income if for profit but not business. }
|
||||
S1_8m ; { Olympic and Paralympic medals + prizes }
|
||||
S1_8n ; { Section 951(a) inclusion }
|
||||
S1_8o ; { Section 951A(a) inclusion }
|
||||
S1_8p ; { Section 461(l) excess business loss adjustment }
|
||||
S1_8q ; { Taxable distributions from an ABLE account }
|
||||
S1_8r ; { Scholarship and fellowship grants not reported on Form W-2 }
|
||||
S1_8s ; { Nontaxable Medicaid waiver payments included on Form 1040, line 1a or 1d }
|
||||
S1_8t ; { Pension from nonqualifed deferred compensation plan or section 457 plan }
|
||||
S1_8u ; { Wages earned while incarcerated }
|
||||
S1_8v ; { Digital assests received as ordinary income not reported elsewhere }
|
||||
S1_8z ; { Other income. }
|
||||
S1_8z_Type: { Type of Other Income. }
|
||||
|
||||
{ ---- Schedule 1, Part II: Adjustments to Gross Income ---- }
|
||||
S1_11 ; { Educator expenses }
|
||||
S1_12 ; { Bus. exp.: reservists, artists, ... Attach Form 2106 }
|
||||
S1_13 ; { Health savings account deduction. Attach Form 8889 }
|
||||
S1_14 ; { Moving expenses. Attach Form 3903 }
|
||||
S1_15 ; { Deductable part of self-employment tax. Attach Schedule SE}
|
||||
S1_16 ; { Self-employed SEP, SIMPS1_E, and qualified plans }
|
||||
S1_17 ; { Self-employed health insurance deduction }
|
||||
S1_18 ; { Penalty on early withdrawal of savings }
|
||||
S1_19a ; { Alimony paid }
|
||||
AlimRecipSSN: { Alimony recipient's SocSec Number. }
|
||||
DivorceDate: { Divorce or Separation Date }
|
||||
S1_20 ; { IRA deduction }
|
||||
S1_21 ; { Student loan interest deduction }
|
||||
S1_23 ; { Archer MSA deduction }
|
||||
S1_24a ; { Jury duty pay }
|
||||
S1_24b ; { Deductible expenses of rental of personal property }
|
||||
S1_24c ; { Nontaxable Olympic and Paralympic medals & prizes }
|
||||
S1_24d ; { Reforestation amortization and expenses }
|
||||
S1_24e ; { Repayment of supplemental unemployment benefits }
|
||||
S1_24f ; { Contributions to section 501(c)(18)(D) pension plans }
|
||||
S1_24g ; { Contributions by certain chaplains to section 403(b) plans }
|
||||
S1_24h ; { Attorney fees and court costs for unlawful discrimination claims }
|
||||
S1_24i ; { Attorney fees and court costs for award from the IRS }
|
||||
S1_24j ; { Housing deduction from Form 2555 }
|
||||
S1_24k ; { Excess deductions of section 67(e) expenses from Schedule K-1 }
|
||||
S1_24z ; { Other adjustments. }
|
||||
S1_24z_Type: { Type of Other adjustments. }
|
||||
|
||||
|
||||
{ ---- Tax and Credits ---- }
|
||||
{ -- Schedule A: Itemized deductions -- }
|
||||
A1 ; { Unreimbursed medical expenses. }
|
||||
A5a ; { State and local income taxes. (W-2's boxes 17 + 19.) Or sales taxes. }
|
||||
CheckBoxA5a N ; { Check (Y) if using sales taxes instead of income taxes. (answer: Yes, No) }
|
||||
A5b ; { Real estate taxes.}
|
||||
A5c ; { Personal property (eg. automobile) taxes. }
|
||||
A6 ; { Other taxes.}
|
||||
A8a ; { Home mortgage interest and points reported to you on Form 1098.}
|
||||
A8b ; { Home mortgage interest not reported to you on Form 1098.}
|
||||
A8c ; { Points not reported to you on Form 1098.}
|
||||
A9 ; { Investment interest. Attach Form 4952}
|
||||
|
||||
A11 ; { Charity contributions by Cash or Check. }
|
||||
A12 ; { Charity contributions Other Than cash or check. }
|
||||
A13 ; { Charity contributions CarryOver from prior year. }
|
||||
|
||||
A15 ; { Casualty or theft loss(es).}
|
||||
A16 ; { Other expenses}
|
||||
A18 N ; { Elect to itemize, even when less than standard deduction. (answer: Yes, No) }
|
||||
|
||||
{ -- Schedule B: Part III -- }
|
||||
B7a N ; { Financial account in foreign country ? (answer: Yes, No) }
|
||||
B7aa ; { If yes above, did you file FinCEN Form 114 ? (answer: n/a, Yes, No) }
|
||||
B7b ; { If yes above, name of country. }
|
||||
B8 N ; { Did you receive a foreign trust ? (answer: Yes, No) }
|
||||
|
||||
|
||||
{ --- Alternative Minimum Tax (AMT) Entries (if needed) --- }
|
||||
AMTws2c ; { Investment interest expense (difference between regular tax and AMT) (Form 6251 line 2c). }
|
||||
AMTws2g ; { Private activity bond interest exempt from regular tax (Form 6251 line 2g). }
|
||||
AMTws3 ; { Other adjustments, including income-based related adjustments. }
|
||||
AMTws8 ; { Alternative minimum tax foreign tax credit. }
|
||||
|
||||
{ --- Schedule 2: Additional Taxes --- }
|
||||
S2_1a ; { Excess advance premium tax credit repayment. Form 8962. }
|
||||
S2_1b ; { Repayment of new clean vehicle credit(s) transferred to dealer. }
|
||||
S2_1c ; { Repayment of previously owned clean vehicle credit(s) transferred to dealer. }
|
||||
S2_1d ; { Recapture of net EPE from Form 4255, line 2a, column (l). }
|
||||
S2_1e ; { Excessive payments (EP) from Form 4255. }
|
||||
S2_1f ; { 20% EP from Form 4255. }
|
||||
S2_1y ; { Other additions to tax (see instructions). }
|
||||
S2_4 ; { Self-employment tax. Sched SE }
|
||||
S2_5 ; { Social security and Medicare tax from Form 4137. }
|
||||
S2_6 ; { Uncollected Social security and Medicare tax from Form 8919 }
|
||||
S2_8 ; { Additional tax on IRAs, other qualified retirement plans, Form 5329 }
|
||||
S2_9 ; { Household employment taxes. Sched H }
|
||||
S2_10 ; { First-time homebuyer credit repayment. Form 5405. }
|
||||
S2_11 ; { Additional Medicare Tax. Attach Form 8959 }
|
||||
S2_12 ; { Net investment income tax. Attach Form 8960 }
|
||||
S2_13 ; { Uncollected social security ... from Form W-2, box 12 }
|
||||
S2_14 ; { Interest on tax due on installment income }
|
||||
S2_15 ; { Interest on the deferred tax on gain from certain installment sales }
|
||||
S2_16 ; { Recapture of low-income housing credit. Attach Form 8611 }
|
||||
|
||||
S2_17a ; { Recapture of other credits. }
|
||||
S2_17a_Type: { Type and form number }
|
||||
S2_17b ; { Recapture of federal mortgage subsidy. }
|
||||
S2_17c ; { Additional tax on HSA distributions. Attach Form 8889 }
|
||||
S2_17d ; { Additional tax on an HSA, Attach Form 8889 }
|
||||
S2_17e ; { Additional tax on Archer MSA distributions. Attach Form 8853 }
|
||||
S2_17f ; { Additional tax on Medicare Advantage MSA distributions. Form 8853 }
|
||||
S2_17g ; { Recapture of a charitable contribution deduction }
|
||||
S2_17h ; { Income you received from a nonqualified deferred compensation }
|
||||
S2_17i ; { Compensation received from nonqualified deferred compensation plan }
|
||||
S2_17j ; { Section 72(m)(5) excess benefits tax }
|
||||
S2_17k ; { Golden parachute payments }
|
||||
S2_17l ; { Tax on accumulation distribution of trusts }
|
||||
S2_17m ; { Excise tax on insider stock compensation }
|
||||
S2_17n ; { Look-back interest under section 167(g) or 460(b) }
|
||||
S2_17o ; { Tax on non-effectively connected income }
|
||||
S2_17p ; { Any interest from Form 8621, line 16f, }
|
||||
S2_17q ; { Any interest from Form 8621, line 24 }
|
||||
S2_17z ; { Any other taxes. }
|
||||
S2_17z_Type: { Type of other taxes. }
|
||||
S2_19 ; { Additional tax from Schedule 8812 }
|
||||
S2_20 ; { Section 965 net tax liability installment from Form 965-A }
|
||||
|
||||
{ --- Schedule 3: Part 1 - Nonrefundable Credits --- }
|
||||
S3_1 ; { Foreign tax credit, form 1116 }
|
||||
S3_2 ; { Child/dependent care expense credits. Form 2441, Line 11. }
|
||||
S3_3 ; { Education credits. Form 8863, line 19. }
|
||||
S3_4 ; { Retirement savings contributions credit. Form 8880. }
|
||||
S3_5a ; { Residential clean energy credits. Form 5695, line 16. }
|
||||
S3_5b ; { Energy efficient home improvement credit. Form 5695, line 32. }
|
||||
{ Other nonrefundable credits. }
|
||||
S3_6a ; { General business credit. Form 3800. }
|
||||
S3_6b ; { Credit for prior year minimum tax. Form 8801. }
|
||||
S3_6c ; { Adoption credit. Attach Form 8839 }
|
||||
S3_6d ; { Credit for the elderly or disabled. Attach Schedule R }
|
||||
S3_6e ; { Alternative motor vehicle credit. Attach Form 8910 }
|
||||
S3_6f ; { Qualified plug-in motor vehicle credit. Attach Form 8936 }
|
||||
S3_6g ; { Mortgage interest credit. Attach Form 8396 }
|
||||
S3_6h ; { District of Columbia first-time homebuyer credit. Attach Form 8859 }
|
||||
S3_6i ; { Qualified electric vehicle credit. Attach Form 8834 }
|
||||
S3_6j ; { Alternative fuel vehicle refueling property credit. Attach Form 8911 }
|
||||
S3_6k ; { Credit to holders of tax credit bonds. Attach Form 8912 }
|
||||
S3_6l ; { Amount on Form 8978, line 14. }
|
||||
S3_6m ; { Credit for previously owned clean vehicles. Attach Form 8936. }
|
||||
S3_6z ; { Other nonrefundable credits. }
|
||||
S3_6z_Type: { Type of Other nonrefundable credits. }
|
||||
|
||||
{ --- Schedule 3: Part II - Other Payments and Refundable Credits --- }
|
||||
S3_9 ; { Net premium tax credit. Form 8962. }
|
||||
S3_10 ; { Amnt paid in filing extension req. }
|
||||
S3_11 ; { Excess Soc. Sec. + tier 1 RRTA tax withheld. }
|
||||
S3_12 ; { Credits for federal tax on fuels. Attach form 4136. }
|
||||
S3_13a ; { Credits from Form 2439. }
|
||||
S3_13b ; { Credit for repayment of amounts included in income from prior years. }
|
||||
S3_13c ; { Elective payment amount. Form 3800, Part III, line 6, column (i). }
|
||||
S3_13d ; { Deferred amount of net 965 tax liability }
|
||||
S3_13z ; { Credits from Other. }
|
||||
S3_13z_Type: { Type of other payments or refundable credits. }
|
||||
|
||||
{ -------------------------------------------- }
|
||||
{ --- Optional info for Auto-Fillout only. --- }
|
||||
|
||||
{ Your 1st-Name, Middle-Initial }
|
||||
Your1stName:
|
||||
YourLastName:
|
||||
YourSocSec#:
|
||||
|
||||
{ Spouse 1st-Name, Middle-Initial -- If Married-Filing-Jointly, otherwise leave spouse fields blank. }
|
||||
Spouse1stName: { Leave blank if Single, etc. }
|
||||
SpouseLastName:
|
||||
SpouseSocSec#:
|
||||
|
||||
{ Your Address }
|
||||
Number&Street:
|
||||
Apt#:
|
||||
Town/City:
|
||||
State:
|
||||
ZipCode:
|
||||
|
||||
{ Your Occupation(s) }
|
||||
YourOccupat:
|
||||
SpouseOccupat:
|
||||
|
||||
{ - - - - - - - - -- - - - - - - - - }
|
||||
{ Dependent-1 Information (optional) }
|
||||
Dep1_FirstName: { First Dependent's first-name. }
|
||||
Dep1_LastName: { First Dependent's last-name. }
|
||||
Dep1_SocSec#: { First Dependent's Social Security number. }
|
||||
Dep1_Relation: { First Dependent's relationship. }
|
||||
CkDep1_ChildTxCrd: { (answer: Yes, No) }
|
||||
CkDep1_CrdOtherDep: { (answer: Yes, No) }
|
||||
|
||||
{ Dependent-2 Information (optional) }
|
||||
Dep2_FirstName:
|
||||
Dep2_LastName:
|
||||
Dep2_SocSec#:
|
||||
Dep2_Relation:
|
||||
CkDep2_ChildTxCrd: { (answer: Yes, No) }
|
||||
CkDep2_CrdOtherDep: { (answer: Yes, No) }
|
||||
|
||||
{ Dependent-3 Information (optional) }
|
||||
Dep3_FirstName:
|
||||
Dep3_LastName:
|
||||
Dep3_SocSec#:
|
||||
Dep3_Relation:
|
||||
CkDep3_ChildTxCrd: { (answer: Yes, No) }
|
||||
CkDep3_CrdOtherDep: { (answer: Yes, No) }
|
||||
|
||||
{ Dependent-4 Information (optional) }
|
||||
Dep4_FirstName:
|
||||
Dep4_LastName:
|
||||
Dep4_SocSec#:
|
||||
Dep4_Relation:
|
||||
CkDep4_ChildTxCrd: { (answer: Yes, No) }
|
||||
CkDep4_CrdOtherDep: { (answer: Yes, No) }
|
||||
|
||||
{ Other Dependents }
|
||||
CkMoreThan_4_Dependents: { (answer: Yes, No) }
|
||||
|
||||
{ Optional Direct-Deposit info for Refunds }
|
||||
L35b: { Routing Number. }
|
||||
L35c: { (answer: Checking, Savings) }
|
||||
L35d: { Account Number. }
|
||||
|
||||
{ Optional PIN Numbers. }
|
||||
PIN_3rdParty: { Third Party Personal Identity PIN. (5-digits.) }
|
||||
PIN_Your: { Your Identity Protection PIN. (6-digits from IRS.) }
|
||||
PIN_Spouse: { Spouse's Identity Protection PIN. (6-digits from IRS.) }
|
||||
|
||||
Round_PDF_to_Whole_Dollars Y { Controls format of PDF form. (answer: Yes, No) }
|
||||
{
|
||||
--------------------------------------------
|
||||
}
|
||||
@@ -0,0 +1,50 @@
|
||||
Description, Date_Acquired, Date_Sold, Proceeds, Cost, Code, Adjustment
|
||||
|
||||
50 GME, 1/15/2023, 6/1/2024, 500, 450,,
|
||||
3 SWK,3/12/2022,3/13/2024,43.40,41.90,,
|
||||
60 AMZN,3/17/2024,3/18/2024,430.40,401.90
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 3/1/2024,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
200 GME, 4/1/22,4/1/2024,89.5,89.52, ,
|
||||
10 AMZN,4/2/22,4/3/2024,2001.53,2000,,
|
||||
|
||||
|
@@ -0,0 +1,26 @@
|
||||
Open Tax Solver - 1040 Schedule C - Profit Loss from Business
|
||||
-------------------------------------------------------------
|
||||
|
||||
Included here is a program, template, and example for
|
||||
US Fed1040 Schedule-C Profit Loss from Business.
|
||||
|
||||
The example*.txt file is included for testing.
|
||||
The template*.txt file is a blank starting form for entering
|
||||
your tax data. For each filer, copy template to a new name,
|
||||
such as "SchedC_2024.txt" or "SchedC_2024_BakeryCo.txt, and
|
||||
fill-in the lines.
|
||||
|
||||
Run:
|
||||
../../bin/taxsolve_US1040_Sched_C Sched_C.txt
|
||||
|
||||
|
||||
For updates and further information, see:
|
||||
http://sourceforge.net/projects/opentaxsolver/
|
||||
Documentation:
|
||||
http://opentaxsolver.sourceforge.net/
|
||||
|
||||
|
||||
Contributed by S. Jenkins
|
||||
Minor formatting by Aston Roberts
|
||||
Updated for 2004 by Robert Heller:
|
||||
Updated for 2010-2024 by Aston Roberts.
|
||||
@@ -0,0 +1,192 @@
|
||||
Title: 1040 Schedule C - 2024 - EXAMPLE
|
||||
|
||||
{ ---- Your Business Information ---- EXAMPLE ---- }
|
||||
|
||||
YourName: Fred Smythe
|
||||
YourSocSec#: 409-31-7804
|
||||
PrincipalBus: Laundramat & car wash { Description of Business. }
|
||||
BusinessName: Fred's Washery Co.
|
||||
Number&Street: 308 Whitney St.
|
||||
TownStateZip: Houston Tx. 83402
|
||||
|
||||
{ Activity Code - See Instructions page C17 - C-18. }
|
||||
ActivityCode: 812320
|
||||
|
||||
{ Business Tax-ID. }
|
||||
BusinessEIN: 987-65-4321
|
||||
|
||||
{ Accounting method: }
|
||||
Fmethod: Cash { (answer: Cash, Accrual, Other) }
|
||||
|
||||
{ Did you materially participate ? }
|
||||
GPartic: Yes { (answer: Yes, No) }
|
||||
|
||||
{ Did you acquire this business in 2024 ? }
|
||||
Hacquired: No { (answer: Yes, No) }
|
||||
|
||||
{ Did you make payments requiring 1099's ? }
|
||||
Ireq1099s: No { (answer: Yes, No) }
|
||||
|
||||
{ If yes, will you file 1099's ? }
|
||||
Jfile1099s: n/a { (answer: Yes, No, n/a) }
|
||||
|
||||
{ --- Income & Expenses --- }
|
||||
L1 45,672.34 { Gross receipts }
|
||||
12,894.00
|
||||
5,951.67
|
||||
;
|
||||
|
||||
L2 1,563.15 { Returns and Allowances }
|
||||
;
|
||||
|
||||
L6 0 { Other income, fed & state fuel credit }
|
||||
;
|
||||
|
||||
L8 456.78 { Advertising }
|
||||
198.78
|
||||
;
|
||||
|
||||
L9 1,749.00 { Car & truck expenses (other than mileage entered on Line 44) }
|
||||
321.12
|
||||
;
|
||||
|
||||
L10 1,356.87 { Commissions & fees }
|
||||
456.32
|
||||
;
|
||||
|
||||
L11 0 { Contract labor }
|
||||
;
|
||||
|
||||
L12 0 { Depletion }
|
||||
;
|
||||
|
||||
L13 3,195 { Depreciation & Sec 179 expense deduction }
|
||||
;
|
||||
|
||||
L14 0 { Employee benefit programs (other than line 19) }
|
||||
;
|
||||
|
||||
L15 1,456 { Insurance (other than health) }
|
||||
;
|
||||
|
||||
L16a 2,489.45 { Interest (mortgage paid to banks) }
|
||||
;
|
||||
|
||||
L16b 0 { Interest (Other) }
|
||||
;
|
||||
|
||||
L17 3,220.54 { Legal & professional services }
|
||||
;
|
||||
|
||||
L18 1,929.00 { Office expense }
|
||||
;
|
||||
|
||||
L19 0 { Pension & profit sharing plans }
|
||||
;
|
||||
|
||||
L20a 5,923.99 { Vehicles and equiment Rent or Lease }
|
||||
;
|
||||
|
||||
L20b 819.11 { Rent or lease Other business property }
|
||||
;
|
||||
|
||||
L21 423.76 { Repairs & maintenance }
|
||||
;
|
||||
|
||||
L22 0 { Supplies (not in Part III) }
|
||||
;
|
||||
|
||||
L23 45.00 { Taxes & licenses }
|
||||
;
|
||||
|
||||
L24a 500.00 { Travel }
|
||||
;
|
||||
|
||||
L24b 40.00 { Deductible meals & entertainment }
|
||||
;
|
||||
|
||||
L25 787.44 { Utilities }
|
||||
;
|
||||
|
||||
L26 11,978.03 { Wages (less employment credits) }
|
||||
;
|
||||
|
||||
L30 450.00 { Expenses for business use of home (form 8829) }
|
||||
;
|
||||
|
||||
L32a Yes { All investment is at risk ? (answer: Yes, No) }
|
||||
|
||||
|
||||
{ --- Part III --- }
|
||||
L33: Cost { Method to value closing inventory: (answer: Cost, Market, Other) }
|
||||
L34: No { Changed method ? (answer: Yes, No) }
|
||||
L35 10,000.00 { Inventory at beginning of year }
|
||||
|
||||
;
|
||||
L36 2,000.00 { Purchases minus cost of personel items }
|
||||
-800.00
|
||||
|
||||
;
|
||||
L37 5,500.00 { Cost of labor (not paid to yourself) }
|
||||
|
||||
;
|
||||
L38 3,300.00 { Materials & supplies }
|
||||
|
||||
;
|
||||
L39 0 { Other costs }
|
||||
|
||||
;
|
||||
L41 8,000.00 { Inventory at year end }
|
||||
;
|
||||
|
||||
|
||||
{ --- Part IV - Complete only if claiming business vehicle. --- }
|
||||
L43: 10-28-2003 { When was vehicle placed in service for business ? mm-dd-yyyy }
|
||||
L44a { Business Miles. }
|
||||
4,903 { Truck }
|
||||
1,045 { Car 1 }
|
||||
9,808 { Truck }
|
||||
;
|
||||
L44b 3,128 ; { Commuting Miles }
|
||||
L44c 123 ; { Other Miles }
|
||||
L45: Yes { Vehicle available off-duty for personal use ? (answer: Yes, No, n/a) }
|
||||
L46: Yes { Have another personal vehicle ? (answer: Yes, No, n/a) }
|
||||
L47a: yes { Have evidence to support deduction ? (answer: Yes, No, n/a) }
|
||||
L47b: No { If so, is evidence written ? (answer: Yes, No, n/a) }
|
||||
|
||||
|
||||
|
||||
{ --- Part V - Other Expenses. List expenses not included on lines 8-26 or 30. --- }
|
||||
L48a_descr: Cleaning supplies { Description of expense. }
|
||||
L48a_amnt 380.34 ; { Amount of expense. }
|
||||
|
||||
L48b_descr: Brushes { Description of expense. }
|
||||
L48b_amnt 90.20 { Amount of expense. }
|
||||
80.90
|
||||
;
|
||||
L48c_descr: { Description of expense. }
|
||||
L48c_amnt ; { Amount of expense. }
|
||||
|
||||
L48d_descr: { Description of expense. }
|
||||
L48d_amnt ; { Amount of expense. }
|
||||
|
||||
L48e_descr: { Description of expense. }
|
||||
L48e_amnt ; { Amount of expense. }
|
||||
|
||||
L48f_descr: { Description of expense. }
|
||||
L48f_amnt ; { Amount of expense. }
|
||||
|
||||
L48g_descr: { Description of expense. }
|
||||
L48g_amnt ; { Amount of expense. }
|
||||
|
||||
L48h_descr: { Description of expense. }
|
||||
L48h_amnt ; { Amount of expense. }
|
||||
|
||||
L48i_descr: { Description of expense. }
|
||||
L48i_amnt ; { Amount of expense. }
|
||||
|
||||
{
|
||||
---------------
|
||||
}
|
||||
Round_PDF_to_Whole_Dollars Y { Controls format of PDF form. (answer: Yes, No) }
|
||||
|
||||
@@ -0,0 +1,151 @@
|
||||
Title: 1040 Schedule C Tax Form - 2024
|
||||
|
||||
{ ---- Your Business Information ---- }
|
||||
|
||||
YourName:
|
||||
YourSocSec#:
|
||||
PrincipalBus: { Description of Business. }
|
||||
BusinessName:
|
||||
Number&Street:
|
||||
TownStateZip:
|
||||
|
||||
{ Activity Code - See Instructions page C17 - C-18. }
|
||||
ActivityCode:
|
||||
|
||||
{ Business Tax-ID. }
|
||||
BusinessEIN:
|
||||
|
||||
{ Accounting method: }
|
||||
Fmethod: { (answer: Cash, Accrual, Other) }
|
||||
|
||||
{ Did you materially participate ? }
|
||||
GPartic: { (answer: Yes, No) }
|
||||
|
||||
{ Did you acquire this business in 2024 ? }
|
||||
Hacquired: { (answer: Yes, No) }
|
||||
|
||||
{ Did you make payments requiring 1099's ? }
|
||||
Ireq1099s: { (answer: Yes, No) }
|
||||
|
||||
{ If yes, will you file 1099's ? }
|
||||
Jfile1099s: { (answer: Yes, No, n/a) }
|
||||
|
||||
|
||||
{ ----- Income & Expenses ---- }
|
||||
|
||||
L1 { Gross receipts }
|
||||
;
|
||||
L2 { Returns and Allowances }
|
||||
;
|
||||
L6 { Other income, fed & state fuel credit }
|
||||
;
|
||||
L8 { Advertising }
|
||||
;
|
||||
L9 { Car & truck expenses (other than mileage entered on Line 44) }
|
||||
;
|
||||
L10 { Commissions & fees }
|
||||
;
|
||||
L11 { Contract labor }
|
||||
;
|
||||
L12 { Depletion }
|
||||
;
|
||||
L13 { Depreciation & Sec 179 expense deduction }
|
||||
;
|
||||
L14 { Employee benefit programs (other than line 19) }
|
||||
;
|
||||
L15 { Insurance (other than health) }
|
||||
;
|
||||
L16a { Interest (mortgage paid to banks) }
|
||||
;
|
||||
L16b { Interest (Other) }
|
||||
;
|
||||
L17 { Legal & professional services }
|
||||
;
|
||||
L18 { Office expense }
|
||||
;
|
||||
L19 { Pension & profit sharing plans }
|
||||
;
|
||||
L20a { Vehicles and equiment Rent or Lease }
|
||||
;
|
||||
L20b { Rent or lease Other business property }
|
||||
;
|
||||
L21 { Repairs & maintenance }
|
||||
;
|
||||
L22 { Supplies (not in Part III) }
|
||||
;
|
||||
L23 { Taxes & licenses }
|
||||
;
|
||||
L24a { Travel }
|
||||
;
|
||||
L24b { Deductible meals & entertainment }
|
||||
;
|
||||
L25 { Utilities }
|
||||
;
|
||||
L26 { Wages (less employment credits) }
|
||||
;
|
||||
L30 { Expenses for business use of home (form 8829) }
|
||||
;
|
||||
L32a { All investment is at risk ? (answer: Yes, No) }
|
||||
|
||||
|
||||
{ --- Part III --- }
|
||||
L33: { Method to value closing inventory: (answer: Cost, Market, Other) }
|
||||
L34: { Changed method ? (answer: Yes, No) }
|
||||
L35 { Inventory at beginning of year }
|
||||
;
|
||||
L36 { Purchases minus cost of personel items }
|
||||
;
|
||||
L37 { Cost of labor (not paid to yourself) }
|
||||
;
|
||||
L38 { Materials & supplies }
|
||||
;
|
||||
L39 { Other costs }
|
||||
;
|
||||
L41 { Inventory at year end }
|
||||
;
|
||||
|
||||
|
||||
{ --- Part IV - Complete only if claiming business vehicle. --- }
|
||||
L43: { When was vehicle placed in service for business ? mm-dd-yyyy }
|
||||
L44a ; { Business Miles }
|
||||
L44b ; { Commuting Miles }
|
||||
L44c ; { Other Miles }
|
||||
L45: { Vehicle available off-duty for personal use ? (answer: Yes, No, n/a) }
|
||||
L46: { Have another personal vehicle ? (answer: Yes, No, n/a) }
|
||||
L47a: { Have evidence to support deduction ? (answer: Yes, No, n/a) }
|
||||
L47b: { If so, is evidence written ? (answer: Yes, No, n/a) }
|
||||
|
||||
|
||||
{ --- Part V - Other Expenses. List business expenses not included on lines 8-26 or 30. --- }
|
||||
L48a_descr: { Description of expense. }
|
||||
L48a_amnt ; { Amount of expense. }
|
||||
|
||||
L48b_descr: { Description of expense. }
|
||||
L48b_amnt ; { Amount of expense. }
|
||||
|
||||
L48c_descr: { Description of expense. }
|
||||
L48c_amnt ; { Amount of expense. }
|
||||
|
||||
L48d_descr: { Description of expense. }
|
||||
L48d_amnt ; { Amount of expense. }
|
||||
|
||||
L48e_descr: { Description of expense. }
|
||||
L48e_amnt ; { Amount of expense. }
|
||||
|
||||
L48f_descr: { Description of expense. }
|
||||
L48f_amnt ; { Amount of expense. }
|
||||
|
||||
L48g_descr: { Description of expense. }
|
||||
L48g_amnt ; { Amount of expense. }
|
||||
|
||||
L48h_descr: { Description of expense. }
|
||||
L48h_amnt ; { Amount of expense. }
|
||||
|
||||
L48i_descr: { Description of expense. }
|
||||
L48i_amnt ; { Amount of expense. }
|
||||
|
||||
{
|
||||
--------------------------
|
||||
}
|
||||
Round_PDF_to_Whole_Dollars Y { Controls format of PDF form. (answer: Yes, No) }
|
||||
|
||||
@@ -0,0 +1,26 @@
|
||||
Title: 1040 Schedule SE - 2024 - EXAMPLE
|
||||
|
||||
{ ---- Your Information ---- EXAMPLE ---- }
|
||||
|
||||
YourName: Fred Smythe
|
||||
YourSocSec#: 409-31-7804
|
||||
|
||||
{ --- Self-Employment Tax --- }
|
||||
|
||||
L2 32775 ; { Net Profit/Loss }
|
||||
|
||||
L5a 462.76 ; { Church employee income from Form w-2 }
|
||||
|
||||
L8a 100 ; { Total social security wages and tips and RR retirement compensation }
|
||||
{ - if > $168,600 skip lines 8b and 8c }
|
||||
|
||||
L8b 50 ; { Unreported tips from Form 4137, line 10 }
|
||||
|
||||
L8c 25 ; { Wages from Form 8919, line 10 }
|
||||
|
||||
{
|
||||
---------------
|
||||
}
|
||||
|
||||
Round_PDF_to_Whole_Dollars Y { Controls format of PDF form. (answer: Yes, No) }
|
||||
|
||||
@@ -0,0 +1,26 @@
|
||||
Title: 1040 Schedule SE - 2024
|
||||
|
||||
{ ---- Your Information ---- }
|
||||
|
||||
YourName:
|
||||
YourSocSec#:
|
||||
|
||||
{ --- Self-Employment Tax --- }
|
||||
|
||||
L2 ; { Net Profit/Loss, from Sched-C line-31, etc.. }
|
||||
|
||||
L5a ; { Church employee income from Form w-2 }
|
||||
|
||||
L8a ; { Total social security wages and tips and RR retirement compensation }
|
||||
{ - if > $168,600 skip lines 8b and 8c }
|
||||
|
||||
L8b ; { Unreported tips from Form 4137, line 10 }
|
||||
|
||||
L8c ; { Wages from Form 8919, line 10 }
|
||||
|
||||
{
|
||||
---------------
|
||||
}
|
||||
|
||||
Round_PDF_to_Whole_Dollars Y { Controls format of PDF output. (answer: Yes, No) }
|
||||
|
||||
@@ -0,0 +1,15 @@
|
||||
Open Tax Solver - Virginia 760 State Tax Return
|
||||
-----------------------------------------------
|
||||
|
||||
Included here is a program, template, and example for
|
||||
Virginia State tax form 760.
|
||||
|
||||
The example*.txt file is included for testing.
|
||||
The template*.txt file is a blank starting form for entering
|
||||
your tax data.
|
||||
|
||||
Compile:
|
||||
cc src/taxsolve_VA760_2024.c -o bin/taxsolve_VA760_2024
|
||||
|
||||
Run:
|
||||
bin/taxsolve_VA760_2024 VA760_2024.txt
|
||||
@@ -0,0 +1,63 @@
|
||||
Title: VA-760 State 2024 Tax Form -- EXAMPLE
|
||||
|
||||
{ ----------- EXAMPLE ONLY ------------- }
|
||||
|
||||
{ -- Filing Status -- }
|
||||
|
||||
Status Married/joint { Single, Married/joint, Married/separate, Head_of_household }
|
||||
|
||||
Your1stName: Maria
|
||||
YourMI: Q
|
||||
YourLastName: Roberts
|
||||
YourSocSec#: 123-45-6789
|
||||
YourDOB: 6/3/1970
|
||||
YourDrivLic: R92374829
|
||||
YourDLdate: 12/7/2023
|
||||
|
||||
Spouse1stName: Arron { Leave blank if Single, etc. }
|
||||
SpouseMI: R
|
||||
SpouseLastName: Roberts
|
||||
SpouseSocSec#: 876-54-3210
|
||||
SpouseDOB: 11/2/1956
|
||||
SpouseDrivLic: R82918289
|
||||
SpouseDLdate: 2/9/2014
|
||||
|
||||
Number&Street: 123 St. Bartho St.
|
||||
Town: Beltsville
|
||||
Zipcode: 12345
|
||||
|
||||
{ -- Exemptions -- }
|
||||
|
||||
OtherDependents 1 ; { Number of Dependents, not including you or spouse. (answer: 0, 1, 2, 3, ...) }
|
||||
YouBlind Y { (answer: Y, N ) }
|
||||
SpouseBlind N { (answer: Y, N ) }
|
||||
|
||||
{ -- Income & Credits -- }
|
||||
|
||||
L1 73,890.34 ; { Federal Adjusted Gross Income }
|
||||
L2 20 ; { Additions from attached Schedule ADJ, line 3 }
|
||||
L4 30 ; { Deduction for age on Jan 1, 2024. }
|
||||
L5 40 ; { Social Security Act, Tier 1 Railroad Retirement Act benef. }
|
||||
L6 50 ; { State Income Tax refund or overpayment credit }
|
||||
L7 60 ; { Subtractions from Schedule ADJ, line 7 }
|
||||
L10 70.0 ; { Itemized Deductions - Otherwise enter 0.0 for Std. Ded. }
|
||||
L13 90 ; { Deductions from VAGI Schedule ADJ, Line 9. }
|
||||
STA_VAGI 13,300 ; { Spouse VAGI for Line 17 STA. }
|
||||
L17 10 ; { Spouse Tax Adjustment (STA). }
|
||||
L19a 4,718.00 ; { Virginia tax withheld for 2024. }
|
||||
L19b 11 ; { Spouse's Virginia tax withheld. }
|
||||
L20 12 ; { Estimated tax paid for 2024. (form 760ES) }
|
||||
L21 13 ; { Amount of 2023 overpayment applied toward 2024 estimated tax. }
|
||||
L22 14 ; { Extension payments (form 760IP). }
|
||||
L23 15 ; { Tax Credit, Low Income Individuals (Sch. ADJ, line 17) }
|
||||
L24 16 ; { Credit, Tax Paid to other State (Sch. OSC line 21 ...) }
|
||||
L25 18 ; { Credits from attached Schedule CR, Section 5, Part 1, Line 1A }
|
||||
L29 19 ; { Amount of overpayment to credit to next year's estimated tax.}
|
||||
L30 20 ; { VA College Savings Plan Contributions, Sched-VAC, I-6. }
|
||||
L31 21 ; { Other voluntary contribitions. }
|
||||
L32 22 ; { Addition to Tax, Penalty, Interest, Sched-ADJ, Line 21 }
|
||||
L33 23 ; { Consumer's Use Tax. }
|
||||
|
||||
{
|
||||
-----------------------
|
||||
}
|
||||
@@ -0,0 +1,61 @@
|
||||
Title: VA-760 State 2024 Tax Form
|
||||
|
||||
{ -- Filing Status -- }
|
||||
|
||||
Status Married/joint { Single, Married/joint, Married/separate, Head_of_household }
|
||||
|
||||
Your1stName:
|
||||
YourMI:
|
||||
YourLastName:
|
||||
YourSocSec#:
|
||||
YourDOB:
|
||||
YourDrivLic:
|
||||
YourDLdate:
|
||||
|
||||
Spouse1stName: { Leave blank if Single, etc. }
|
||||
SpouseMI:
|
||||
SpouseLastName:
|
||||
SpouseSocSec#:
|
||||
SpouseDOB:
|
||||
SpouseDrivLic:
|
||||
SpouseDLdate:
|
||||
|
||||
Number&Street:
|
||||
Town:
|
||||
Zipcode:
|
||||
|
||||
{ -- Exemptions -- }
|
||||
|
||||
OtherDependents ; { Number of Dependents, not including you or spouse. (answer: 0, 1, 2, 3, ...) }
|
||||
YouBlind N { (answer: Y, N ) }
|
||||
SpouseBlind N { (answer: Y, N ) }
|
||||
|
||||
{ -- Income & Credits -- }
|
||||
|
||||
L1 ; { Federal Adjusted Gross Income }
|
||||
L2 ; { Additions from attached Schedule ADJ, line 3 }
|
||||
L4 ; { Deduction for age on Jan 1, 2024. }
|
||||
L5 ; { Social Security Act, Tier 1 Railroad Retirement Act benef. }
|
||||
L6 ; { State Income Tax refund or overpayment credit }
|
||||
L7 ; { Subtractions from Schedule ADJ, line 7 }
|
||||
L10 ; { Itemized Deductions - Otherwise enter 0.0 for Std. Ded. }
|
||||
L13 ; { Deductions from VAGI Schedule ADJ, Line 9. }
|
||||
STA_VAGI ; { Spouse VAGI for Line 17 STA. }
|
||||
L17 ; { Spouse Tax Adjustment (STA). }
|
||||
L19a ; { Virginia tax withheld for 2024. }
|
||||
L19b ; { Spouse's Virginia tax withheld. }
|
||||
L20 ; { Estimated tax paid for 2024. (form 760ES) }
|
||||
L21 ; { Amount of 2023 overpayment applied toward 2024 estimated tax. }
|
||||
L22 ; { Extension payments (form 760IP). }
|
||||
L23 ; { Tax Credit, Low Income Individuals (Sch. ADJ, line 17) }
|
||||
L24 ; { Credit, Tax Paid to other State (Sch. OSC line 21 ...) }
|
||||
L25 ; { Credits from attached Schedule CR, Section 5, Part 1, Line 1A }
|
||||
L29 ; { Amount of overpayment to credit to next year's estimated tax.}
|
||||
L30 ; { VA College Savings Plan Contributions, Sched-VAC, I-6. }
|
||||
L31 ; { Other voluntary contribitions. }
|
||||
L32 ; { Addition to Tax, Penalty, Interest, Sched-ADJ, Line 21 }
|
||||
L33 ; { Consumer's Use Tax. }
|
||||
|
||||
{
|
||||
-------------------------------
|
||||
}
|
||||
Reference in New Issue
Block a user