Frequently Asked Questions

Q : Which input forms do I use? (cont'd.)

The following are provided as a general recommendation and may not necessarily apply to all specific cases.

Here is an alphabetical listing of input items and what input forms to use. For quicker load time, the list has been broken down into smaller sections. Click on the appropriate links below to go to another section.


ALPHABETICAL LISTING OF INPUT ITEMS

[ 1098s - 1099s ] | [ A-F ] | [ G-N ] | [ O-Z ]

Gambling income

FORM W-2G Additional Income

Gambling losses (to the extent of your winnings)

SCHEDULE A

Gifts to governments, to be used for public purpose

Gifts to reduce the public debt

Grants, scholarships and fellowships, taxable portion

Other

Guide dogs

SCHEDULE A

Hearing aids

Hobby income

Additional Income

Home mortgage interest

SCHEDULE A

Home property taxes

Hospitals

Impairment related work expenses of a disabled person

Income from activities not-for-profit

Additional Income

Income tax preparation fee expense

SCHEDULE A

Income taxes paid, local - for previous year(s)

Income taxes paid, state - for previous year(s)

Income taxes paid, state - in addition to amounts withheld

SCHEDULE A   

Income, earned non-taxable

Additional Income

Income, non-taxable investment

SCHEDULE B

Income, other taxable

Preliminary Items

Individual retirement arrangement (IRA) contributions

Installment sales

FORM 6252

Insurance premiums, medical

SCHEDULE A

Interest income - total amount from all sources, not over $400

SCHEDULE B

Interest income - total amount form all sources, over $400

SCHEDULE B

Interest - Home mortgage

SCHEDULE A

Interview expense reimbursement, portion over the amount of expenses

Additional Income

Interview expense, job seeking

SCHEDULE A

Investment interest expense (will generate Form 4952)

FORM 4952

IRA contributions

Additional Income

IRA distributions

FORM 1099R

IRA, non-deductible

FORM 8606

IRA rollovers

FORM 1099, Other

Itemized deductions

SCHEDULE A

Job-seeking expenses

Household employment taxes

SCHEDULE H

Jury duty pay

Additional Income

K-1 Fiduciary

SCHEDULE E

K-1 Partnership

K-1 S-Corp

Laboratory fees, medical

SCHEDULE A

Legal expenses, qualified

Legal Expenses
Licenses, professional

SCHEDULE A   SCHEDULE C   SCHEDULE F   FORM  2106

Like-Kind exchanges

FORM 8824

Loan origination fees

SCHEDULE A

Local income taxes paid in addition to amounts withheld

Long-term gains and losses

SCHEDULE D

Lotteries

Additional Income

Meals and entertainment, employee expense

FORM 2106

Medical aids

SCHEDULE A

Medical expense reimbursements, for prior year(s) - taxable portion

Additional Income

Medical expenses for dependents

SCHEDULE A

Medical insurance premiums

Medical parking fees and tolls

Medicare B

Medicare  insurance, supplemental part

Mileage for volunteer work

Military-related information

Basic

Miscellaneous deductions, itemized

SCHEDULE A

Mosque, contributions to

Moving Expenses

FORM 3903

Multiple Support Agreement

FORM 2120

Nominee distributions (Interest or dividends)

SCHEDULE B

Non-deductible IRA contributions

FORM 8606

Non-profit organizations, qualified contributions to

SCHEDULE A

Non-taxable earned income

Additional Income

Non-occupational Disability Benefits Fund (list as SDI)

FORM W-2

Non-taxable investment income (may be treated differently between federal and state)

SCHEDULE B

Nursing help

SCHEDULE A

Nursing home

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