| | | | | | | |
| 1040 | Line | Schedules | Line | Form | Source Form | Title |
|---|
| Income | | | | | | |
| | 1 | | | | W-2 | Wages |
| 1040-NR | 1 | | | | 1042-S | Nonresident Wages |
| | 2b | Schedule B | | | 1099-INT | Interest |
| | 3b | Schedule B | | | 1099-DIV | Dividends |
| | 3b | Schedule B | | | 1099-OID | Original Issue Discount |
| | 4d | | | 8606, 5329 | 1099-R | Pensions and Annuities |
| | 5b | | | | SSA-1099 | Social Security Benefits |
| | 6 | Schedule D | | | | Capital gain |
| | | | | 8949 | 1099-B | Dispositions of Capital Assets |
| | | | | | 1099-S | Proceeds from Real Estate Transactions |
| | 7a | 1 | 8 | | | Other Income |
| | 7a | 1 | 3 | Schedule C | | SE Income |
| | | | | | 1099-MISC | Nonemployee Compensation (2020: 1099-NEC) |
| | | | | | 1099-K | Credit Card Payments received |
| | | | | 8829 | | Business Use of Home |
| | | | | 4562 | | Depreciation |
| | 7a | 1 | 4 | 4797 | | Sale of Property |
| | 7a | 1 | 5 | Schedule E | 1099-MISC | Rental, Royalty |
| | 7a | 1 | 7 | | 1099-G | Unemployment |
| | 7a | 1 | 8 | | | Other Income, Jury Duty etc. |
| | 7a | 1 | 8 | | W-2G | Gambling Winnings |
| | 7a | 1 | 8 | | 1099-C | Cancellation of Debt |
| Adjustments FOR AGI | | | | | | |
| | 8a | 1 | 10 | | | Educator Expenses up to $250 |
| | 8a | 1 | 12 | 8889 | 5498-SA | Health Savings Account |
| | 8a | 1 | 14 | | | 50% Self Employment Taxes Deduction |
| | 8a | 1 | 18a | | | Alimony Deduction |
| | 8a | 1 | 19 | | 5498 | IRA Deduction |
| | 8a | 1 | 20 | | 1098-E | Student Loan Interest |
| AGI: | 8b | | | | | |
| Adjustments FROM AGI | | | | | | |
| | 9 | Schedule A | | | | Itemized Deductions |
| | | | | | 1098 | Mortgage Interest Deduction |
| | 10 | 8995 | | | | Qualified Business Income Deduction |
| taxable income: | 11b | | | | | |
| TAX: | 12a | | | | | |
| Additional Taxes | | | | | | |
| | 12b | 2 | 2 | 8962 | 1095-A | Excess Premium Tax Credit ADD |
| | 15 | 2 | 4 | Schedule SE | | Self Employment Taxes ADD |
| Tax Credits | | | | | | |
| | 13a | | | | | Child Tax Credit |
| | 13a | 3 | 2 | 2441 | | Child and Dependent Care Credit |
| | 13a | 3 | 4 | 8880 | | Retirement Savings Credit |
| | 13a | 3 | 5 | 5695 | | Residential Energy Credit |
| | 13a | 3 | 6c | Schedule R | | Credit for the Elderly/Disabled |
| Withholdings | 17 | | | | | Tax withholdings |
| | 18b | | | | | Child Tax Credit |
| | 18c | 3 | 3 | 8863 | 1098-T | American Opportunity Credit |
| | 18d | 3 | 8 | | | Estimated Taxes paid |
| Tax Refund: | 20 | | | | | |