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Guide to Entering 1040 Tax Data (2014)


Type of Income Enter on this form in SureFire

W-2 W-2

W-2G (Gambling) W-2G

W-2GU (Guam W-2) W-2GU

Income from Foreign Employer with no EIN and not reported on W2 FEC (Foreign Employer Compensation)

K-1 K-1 P/S (Partnership/S Corp) or K-1 E/T (Estates and Trusts)

1099-R Form 1099-R

CSA 1099-R Form 1099-R

RRB 1099-R Form 1099-R

Substitute 1099-R (Form 4852) F9 on Payer's ID entry of new, blank 1099-R

Unemployment compensation, Repayment, Withholding 1099-G

Tips not on W-2 Form 4137

Scholarship not on W-2 1040 Wkt 1

Household Employee income not on W-2 1040 Wkt 1

1099-B Stocks, bonds, (box 2) Schedule D or Capital Gain/Loss Worksheet (F9 on Schedule D to open)

1099-DIV Dividends Schedule B or Dividend Statement (F9 in Dividend section on Schedule B to open statement)

1099-INT Interest Income Schedule B or Interest Statement (F9 on Schedule B to open statement)

1099-OID Schedule B: Interest Statement

1099-SSA 1040 Wkt 1

 

 

1099-Miscellaneous Link to 1099-Misc from the followinglines:

 

RentsF9 on Schedule E, line 3

 

RoyaltiesF9 on Schedule E, line 4

 

PrizesF9 on Form 1040, line 21

 

Fish BoatF9 on Sch. C or CEZ, line 1

 

Medical PaymentsF9 on Sch. C or CEZ, line 1

 

Non-emp Compensation (If self-employed)F9 on Sch. C or CEZ, line 1

 

Non-emp Compensation (If hobby) F9 on Form 1040, line 21 to 1040 Wkt 7 then F9 from line 2

 

Substitute PaymentsF9 on Form 1040, line 21 to 1040 Wkt 7 then F9 from line 2

 

 

Crop Insurance F9 on Sch. F, line 8a

1099-MSA Form 8853

Taxable State Refund F9 on 1040, line 10 for worksheet

Social Security/RR Tier 1 1040 Wkt 1; carries to 1040 line 20a

Lump Sum SS/RRT 1040 Wkt 1; F9 for prior year worksheet

Sale of Home Sch D Wkt 2 (bottom)

Adjustments to Income Enter on this form in SureFire

Educator Expenses 1040 Wkt 2

IRA Contributions IRA Worksheet

Student Loan Interest Paid 1040 Wkt 2

Tuition Fees as AGI Deduction 1040 Wkt 2

Health Savings Acct Contribution/ Distribution Form 8889

Moving Expense Form 3903

Self-Emp Tax Calculated by SureFire on Sch. SE

Self-Emp Health Ins. F9 on Form 1040, line 28 for worksheet

SE SEP, SIMPLE and Qualified Plans F9 on Form 1040, line 32 for wkt

Penalty on Early Withdra

 

 

 

Additional Information

 

Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Gua para ingresar la informacin en una forma 1040 (2014)



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