Setting TaxSlayer Pro Online as a Favorite

Transcription

1 Setting TaxSlayer Pro Online as a Favorite To set up TaxSlayer Pro Online as a Favorite, use the following steps: 1. Open Google Chrome, Internet Explorer, or Mozilla Firefox. 2. Type in the address line. Current and prior year software can be accessed upon logging in. 3. In Internet Explorer, click on the Favorites icon. Click on the Favorites icon Click Add In Name, type the name you want the favorites to display Click OK 4. In Google Chrome, Click on the 3 horizontal dots at the upper right side of the screen Click to display Bookmarks Select Bookmark this page Logging on to Pro Online the first time For added security, TaxSlayer uses a method called Multifactor Authentication, where a code is sent to you at a known point of contact to verify your identity. The user name isn t case sensitive. To log on to TaxSlayer Pro Online, enter your Username and Password, then click Login. You will be prompted to verify your account by having a code sent either to your address or a cell phone capable of receiving text messages. In most cases, text messages are the fastest method of verification. Select your preferred option, and click Send Code. When you receive your code, enter it and click Verify. If your account was set up with only an address, the cell phone option will not appear. You will need to perform this process periodically based on systems requirements. Note: See TaxSlayer User Guide for updated login procedures TaxSlayer Blog You can sign up for daily s of TaxSlayer developments or visit the blog regularly from the TaxSlayer springboard at vita.taxslayerpro.com. O-1

2 Pro Online Homepage The Welcome Menu is the Main Menu of the program. It is the first screen the program takes you to every time you log into your office account. From the Main Menu, you will find Menu Options that contain functions pertaining to the program. Each part of the program can be accessed by clicking on the gray Select button. This screen shot will be different based on your permissions level. Start New Tax Return: Select to start a new return. Client Search: Select to open an existing return. Review Returns: This option displays the Review Returns page, listing all returns that tax preparers have marked for review. The Quality Reviewer can select returns to review, and then mark the return as Approved or Rejected. After selecting Start a new return, you can select a client profile. Each profile will send you to appropriate data input screens for that kind of taxpayer, e.g. working family with kids, retired with investments, retired without investments. Navigating Hints Type dates without leading zeros and with a tab between fields rather than using the pull down menu Form Search Box: Quickly open forms or TaxSlayer entry screens by entering the form number or keyword in the form search box View: From the Summary/Print page, click on any blue line item to go to that entry screen. Make Internal Note: To make a note that will not be transmitted to the IRS but will stay with the file, select the pulldown arrow to the right of the taxpayer's name in top right corner. Choose Notes. Then give the note a descriptive name and enter details. This note will be attached to the page where you created it and it will also be accessible from the Client Search List. Viewing individual schedules and forms after the return is open: If any of the following forms or schedules exist in the return, a print icon will appear beside the form name in any menu where the form appears. Click on it to create a PDF of just that form or schedule. The available forms are: Schedule A Schedule D Form 1116 Form 5405 Form 8880 Schedule B Schedule R Form 2441 Form 8606 Form 8962 Schedule C Form W-7 Form 5329 Form 8863 Form 8965 In addition, there is a print icon for the state return if you want to preview it. If you create a PDF of a single form and later try to print the entire return from the Summary/Print screen, you may see only the single form. If that happens, you can print the entire return from the e-file section or from the Client List screen. O-2

3 Navigating TaxSlayer Pro Online Income TaxSlayer Navigation: Federal Section>Income This section is used to enter all items of income on the tax return. You will be given two options from the main income page: - Select Guide Me to launch a step-by-step series of questions to help determine the various types of income that should be entered on the tax return. - Select Enter Myself if you prefer to enter in items of income without the help. This will take you to the income entry screen which lists the various types of income that should be reported on the tax return. Select a Begin or an Edit button to enter/edit an item of income. See Tab D, Income for more directions on entering specific types of income. TaxSlayer Navigation: Federal Section>Deductions Deductions This section is used to enter all deductions, adjustments or credits on the tax return. -Select Guide Me to launch a step-by-step series of questions to help determine the various types of deductions that should be entered on the tax return. -Select Enter Myself if you prefer to enter deductions without assistance. This will take you to the deductions entry screen which lists the various types of deductions that should be reported on the tax return. Select a Begin or an Edit button to enter/edit a deduction. See the Adjustments, Deductions, Nonrefundable Credits, Earned Income Credit, and Education Benefits tabs for additional information and specific instructions on these topics. O-3

4 Navigating TaxSlayer Pro Online (continued) TaxSlayer Navigation: Federal Section>Other Taxes Other Taxes This section is used to enter any other tax types for which the taxpayer may be liable. Select the Begin button next to any other tax item to enter in data applicable to the taxpayer. See Tab H, Other Taxes, Payments and ACA for additional information and specific instructions. TaxSlayer Navigation: Federal Section>Payments and Estimates Payments & Estimates This section is used to enter such items as payments, apply overpayments to next year s return and to print vouchers for next year s estimated payments. Select the Begin button next to any payment or estimate item to enter in data applicable to the taxpayer. See the Tab H, Other Taxes, Payments and ACA for additional information and specific instructions. TaxSlayer Navigation: Federal Section>Miscellaneous Forms Miscellaneous Forms This section of the Federal Section is used to enter the following: Injured Spouse Form (Form 8379) Claim a Refund Due to a Deceased Taxpayer (Form 1310) Application for Extension (Form 4868) Married Filing Separate Allocation IRS Identity Protection PIN (IP PIN) Installment Agreement (Form 9465) Application for ITIN (Form W-7) Power of Attorney (Form 2848) O-4

5 Navigating TaxSlayer Pro Online (continued) TaxSlayer Navigation: State Section State Section Since the IRS cannot train volunteers to prepare state and local tax returns, partners are responsible for scheduling appropriate state and local tax training for volunteers wherever this service will be voluntarily offered. The State of Residency will auto-fill when the Zip Code is entered in the Basic Information section. The State of Residency can be changed manually in the Basic Information section after the state has auto-filled. If you don t have a state return, you can select Continue or use any of the navigation options on the left side of your screen. The following states don t have a general state income tax return: Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington and Wyoming. Tennessee and New Hampshire levies a tax on interest and dividend income Additional states can be added to the return file at the Add Another State Return link in the State Return home page. Choose a state from the pick list or clicking on the state at the United States map and select Continue. Preparer then selects the taxpayer s state residency type. The residency types for most states are resident, part year resident and nonresident. Select Continue. To delete a state return, select State Section from the left side of your screen. Select the delete icon next to the state that you would like to delete. Summary/Print Page The Calculation Summary screen is an overview of each section of the tax return. Select the show details link located next to each item to view a breakdown of what items are included in the tax return. You can view and/or edit each item of income, adjustments, tax, payments etc. by selecting the link from the expanded list. You can toggle between the Summary View as shown or the 1040 View, which allows you to link from most of the line items on the Form Select View/Print the Return to create a PDF of the return that can be printed or reviewed. E-File Section See Tab K - Finishing the Return O-5

6 0 AGI return N/A 6(S1-21) Income>Other>Other Not Reported Elsewhere enter $1 and describe as IN ORDER TO EFILE". A Reduction of Tax 98 6(S1-21) Income>Other Income>Cancellation of Debt Form D-60 Attributes 1099-C, Form 982 (if extend principal residence COD) 1040-ES Estimated Tax Payments (Vouchers) 1040 N/A Payments & Estimates>Vouchers for Next Year s Estimated Payments K X Amended Return N/A N/A Select 2018 Amended Return Section from side menu or create prior year return M A Health Insurance N/A 11(S2-46) Select Health Insurance Section from side menu> 14(S4-61) Follow screens to Advanced Premium Tax Credit 17(S5-70) H Mortgage Interest Statement 1098-E Student Loan Interest 1098-T Tuition Statement and/or 12(S3-50) 17c 1099-A Acquisition or Abandonment 1098 Deductions>Itemized Deductions>Mortgage Interest and Expenses>Mortgage Interest Reported on Form (S1-33) Deductions>Adjustments>Student Loan Interest Deduction Deductions>Credits Menu>Education Credits and/or Income>Other Income>Other compensation> Scholarships and Grants CAP 6(S1-21) 6(S1-13) Income>Capital Gain and Losses>Sale of Main Home Worksheet or use Capital Gains and Loss Items 1099-B Proceeds from 1099B 6(S1-13) Income>Capital Gain and Losses>Capital Gain and D-21 Broker and Barter or CAP Loss Items 1099-C Cancellation of -C 6(S1-21) Income>Other Income>Cancellation of Debt Form D DIV Dividends D 3 Income> nterest and Dividends> Interest or Dividend Income> Dividend Income, Form 1099-DIV 1099-DIV Box 10, Tax DIV 2a Income>Interest and Dividends>Interest or Dividend D-9 Exempt Interest Income>Dividend Income, Form 1099-DIV 1099-DIV Box 11, Private D N/A Income> Interest and Dividends> Interest or Dividend D-11 Activity Bond Interest (PAB) or OOS Income> Dividend Income, Form 1099-DIV 1099-G State Tax Refund G [box 2] 6(S1-10) Income>State and Local refunds D G Unemployment UN 6(S1-19) Income>Unemployment Compensation D-3 Compensation 1099-INT Interest Income INT 2 Income>Interest and Dividends>Interest or Dividend Income>Interest Income Form 1099 INT 1099-INT Box 8 Tax Exempt Interest INT 2a Income>Interest and Dividends>Interest or Dividend Income>Interest Income, Form 1099-INT, 1099-INT Box 9, Private Activity Bond Interest (PAB) INT 11(S2-45) Income>Interest and Dividends> Interest or Dividend Income>Interest Income, Form 1099-INT 1099-K Payment Card and Third Party C or SC 6(S1-12) Income>Profit or Loss from a Business>Add or edit a Schedule C>Income (include amount in gross receipts or sales) 1099-LTC 8853 N/A Deductions>Adjustments>Medical Savings Accounts D-49 (8853) & scroll to Long term Care Section 1099-MISC MIS 6 Income>Form 1099-MISC D-14 Miscellaneous Income 1099-OID Original Issue Discount INT 2 Income>Interest and Dividends> Interest or Dividend Income>Original Issue Discount, Form 1099-OID F-4 F-9 E-10 J-6 EXT- 1/5 D-11 D-13 O-6 12/1/2018

7 1099-Q Payments from Education Programs N/A 6(S1-21) If not taxable, do not enter; if taxable, then out of scope. Also known as Qualified Tuition Program (QTP) J-2 J QA Distributions N/A 6(S1-21) If not taxable, do not enter; if taxable, then out of scope D R IRA Distribution -R 4 Income>IRA/Pension Distributions>Add or Edit 1099-R D R Pension & IRA -R 4 Income>IRA/Pension Distributions> Add or Edit a D-30 Distributions R 1099-S Proceeds from Real Estate Transaction CAP 6(S1-13) Income>Capital Gain and Losses>Capital Gains and Loss Item D-24/ SA HSA HSA 7(S1-25) Deductions>Adjustments>Health Savings Account Form 8889 E-5/7 E Miscellaneous Forms>Claim a Refund K Multiple Support Declaration N/A C-5 Dependent Entry Screen On the Dependent Entry Screen, check the box "This dependent qualifies for a multiple support agreement" and follow the prompts on the next screen. Keep form in taxpayer files Substitute for Form -R 4 Income>IRA/Pension Distributions>Add a D R R>Check here if this is a substitute 1099-R 4852 Substitute for Form W-2 W2 1 Income>Wages>Add a W-2>This is a substitute W-2 D (S4-59) Other Taxes>Tax on Early Distribution H QA ABLE Account N/A N/A Contributions for ABLE account D R, Deductions> Adjustments> Nondeductible IRAs D-31 Alimony Paid ALIM 6(S1-31) Deductions>Adjustments> Alimony Paid E-8 Alimony Received ALIM 6(S1-11) Income>Alimony Received E-8 Amended Return N/A N/A 2018 Amended Return Section from side menu M-1 American Opportunity Credit (AOC) (S3-50) Deductions>Credits>Education Credits 17c J-4 Annuity Calculator, -R 4 Income>IRA/Pension Distributions>Add or edit a D-34 Simplified Method Attach a PDF to the Return R>Click here for options N/A N/A Tax-Aide does not mail or attach forms or documents. Inform taxpayer that the IRS might ask them to send copies later. Basis in Traditional IRA Deductions> Adjustments> Nondeductible IRAs D-31 Brokers Statements N/A N/A See appropriate 1099 Business Expenses C or SC 6(S1-12) Income>Profit or Loss From A Business>Add a Schedule C Income from Business>General Expenses, Car And Truck Expenses, or Other Expenses D-18 Business Income C or MISC 6(S1-12) Income>Profit or Loss from a Business D-13 Cancellation of Debt CAN 6(S1-21) Income>Other Income>Cancellation of Debt D-58 Capital Gains CAP 6(S1-13) Income>Capital Gains and Losses D-21 Capital Gains INT or DIV 6(S1-13) Income>Interest or Dividend Income>Interest or D-11 Distributions Dividend Income>Dividend Income>Capital Gain to Schedule D Capital Loss Carryover CAP 6(S1-13) Income>Capital Gains and Losses>Other Capital D-20 Gains Data (including Capital Loss Carryover) Charitable Contibutions CHA Deductions>Itemized Deductions>Gifts to Charity F-4,9/10 Charitable Distribution from IRA (QCD) -R 4 Income>IRA/Pension Distribution>Add or edit R>Subtract distribution that was sent directly by trustee to charity from Box 1 & enter the difference Charitable Gift Annuity -R 4 Income>IRA/Pension Distribution>Add or edit 1099-R AND Income>Capital Gains and Losses D-23 K-6 D-39 D-38 12/1/2018 O-7

8 Child and Dependent Care Expenses 24 or (S3-49) Deductions>Credits>Child and Dependent Care Credit G-5 Child Tax Credit N/A 17 Completed automatically if Dependent Section properly G-12 completed Conversion of Trad IRA -R, Deductions> Adjustments> Nondeductible IRAs D-36 to Roth IRA Credit for Other Dependents N/A 12 Completed automatically if Dependent Section properly completed G- 14/16 Credit for the Elderly or Disabled ELD 12(S3-54) Deduction>Credits>Credit for the Elderly or Disabled G-17 CSA 1099-R Civil Service -R 4 Income>IRA/Pension Distributions>Add or Edit a D-34 Annuity Paid R CSF 1099-R Statement of -R 4 Income>IRA/Pension Distributions>Add or Edit a D-34 Survivor Annuity Paid R Deceased Taxpayer PER plus 1310 N/A Personal Information>Check here if Taxpayer is deceased. PLUS complete Form 1310 if person filing the return is other than spouse (Miscellaneous Forms>Claim a Refund Due to a Deceased Taxpayer). Direct Deposit/Direct Debit N/A 20 E-File Section from side menu>federal Return Type, State Return Type. Then enter Taxpayer Bank Account K-2, 13/14 Dividend Income D 3b Income >Interest and Dividends>Interest or Dividend D-11 Income Donations to Charity CHA Deductions>Itemized Deductions>Gifts to Charity F-4,9,10 Early IRA Distribution (S4-59) Other Taxes>Tax on Early Distribution H-3 Early Withdrawal Penalty (not on INT) EARL 7(S1-30) Deductions>Adjustments> Penalty on Early E-1 Education Credits and Expenses EDUCA or (S3-50) Deductions >Credits Menu>Education Credits 17c Tab J Educator Expenses EDUCAT 7(S1-23) Deductions>Adjustments> Educator Expenses E-3 Elderly or Disabled ELD 12(S3-54) Deductions>Credits>Credit for the Elderly or Disabled G-17 Credit Schedule R Energy Credits ENER 12(S3-53) Deductions>Credits>Resident Energy Credit Ext-7 Estimated Payments made in 2018 FED or PAY 17(S5-66) Payments & Estimates>Federal Estimated Payments or >State Estimated Payments Estimated Payment Vouchers Federal 2019 VOU N/A Payments & Estimates>Vouchers for NextYear s Estimated Payments K-17 Estimated Payment Vouchers State 2019 N/A N/A State section>misc Forms>Estimated Payment Vouchers Exempt Interest or INT 2a Income>Interest & Dividends>Interest or Dividend D-9 Dividends or DIV Income>Form 1099-INT Box 8 or Form 1099-DIV Box 10 Extension, Filing for EXTE N/A Miscellaneous Forms>Application for Extension M-7 First Time Home Buyer Credit (Repayment) FIR 14 (S4-60b) Other Taxes>First-time Homebuyer Repayment H-1 Foreign Tax Credit (S3-48) Deductions>Credits>Foreign Tax Credit G-2/4 D-43/44 Foster Care Payments N/A Not taxed as long as not a business or care of more than five qualified foster individuals age 19 or older B-12 K-10 K-11 I-1 O-8 12/1/2018

9 Gambling Losses 2G or W2G or MISC Income >Other Income>Gambling Winnings or Deductions>Itemized Deductions> Miscellaneous Deductions> Gambling losses to the extent of gambling winnings Gambling Winnings 2G or W2G 6(S1-21) Income >Other Income>Gambling Winnings D-49 Grants & Scholarships OT or OTHER 1 Income>Other Income>Other compensation> Scholarships and Grants D-56 J-1,6 Health Savings Accounts HSA 7(S1-25) Deductions>Adjustments> Health Savings Account E-5/ 7.1 Household Employee OT or 1 Income>Other Income>Other Compensation> D-56 Income (no W-2) OTHER Household Employee Income Identity Theft PIN PIN N/A Miscellaneous Forms>IRS Identification Pin P-2,3 Injured Spouse INJ N/A Miscellaneous Forms>Injured Spouse Form P-4 Inmate Income OT or On W-2 and Income>Other Income>Other D-56 (or halfway house) OTHER Compensation> Prisoner Earned Income Interest Income INT 2 Income>Interest and Dividends> Interest or Dividend D-7 Income>Interest Income, Form 1099-INT Interest Income not on INT 2 Income>Interest and Dividends> Interest or Dividend D-7 a Form Income>Interest Income, Form 1099-INT Investment Management Fees N/A No longer deductible, beginning in 2018 IRA Contributions (ROTH IRA) RETIRE 12(S3-51) Deductions>Credits>Retirement Savings Credit>Any Current Year Roth IRA Contributions E-9 G-9/11 IRA Contributions (Traditional IRA) IRA 7(S1-32) Deductions>Adjustments>IRA Deduction E-9 G-9/11 IRA Distributions -R 4 Income>IRA/Pension Distributions>Add or Edit 1099-R D-31 D-39 IRA Qualified Charitable Distribution (Not a Charitable Gift Annuity) -R 4 Income>IRA/Pension Distribution>Add or edit R>Subtract distribution that was sent directly by trustee to charity from Box 1 and enter the difference in Box 2a. Go to Nontaxable Distributions and check the Check here to mark this as a Qualified Charitable Distribution (QCD) on your return. IRA Rollover -R 4 Income>IRA/Pension Distributions> Add or Edit a R check the box Check here if all/part of the distribution was rolled over, and enter the rollover amt. ITIN, Application for APPLI N/A Miscellaneous Forms>Application of ITIN L-3 D-35 Job Expenses and Certain Miscellaneous Deductions N/A N/A No longer deductible, beginning in 2018 Includes employee uniforms, travel, union dues, etc., plus tax prep fees, investment fees, safe deposit boxes, etc.) Jury Duty Pay N/A 6(S1-21) Income>Other Income>Other Inc. Not Reported D-49 Elsewhere Jury Duty Pay Returned J 7(S1-36) Deductions>Other Adjustments>Jury Duty Pay E-1 to Employer K-1 Beneficiary s (or Partner s) Share of Income K N/A Income>Other Income>K-1 Earnings D-44/ 47 K-1 Royalty income K 6(S1-17) Income>Other Income>K-1 Earnings D-48 12/1/2018 O-9

10 Long-term Care Benefits Lump-Sum Social Security Benefit Management Fees (Investment) Medicaid Waiver Payment on Misc Medicaid Waiver Payments on W-2 Medical and Dental Expenses Mileage for Charitable Travel Mileage for Medical Travel Mortgage Insurance Premiums (PMI) Mortgage Interest and Points Paid Mortgage Interest Paid not on Form N/A In 8853, scroll to Long Term Care section D-49 SSA 5 Income>IRA/Pension Distributions>Social Security D-42 Benefits/ RRB-1099>Begin Worksheet N/A N/A No longer deductible, beginning in 2018 N/A N/A See page D-57 D-57 W 1 6(S1-21) MED CHA MED Income > Wages and salaries Form W- 2 and enter the amount in the Medicaid Waiver Payment in Box 1 to be subtracted on line 21. Deductions>Itemized Deductions> Medical and Dental Expenses Deductions>Itemized Deductions>Gifts to Charity>Noncash Gifts to Charity Deductions>Itemized Deductions> Medical and Dental Expenses MORT No longer deductible, beginning in 2018 unless extended after MORT MORT Deductions>Itemized Deductions> Mort- gage Interest and Expenses> Mortgage Interest Reported on Form 1098 Deductions>Itemized Deductions> Mort- gage Interest and Expenses> Mortgage Interest Not Reported on Form 1098 Deductions>Itemized Deductions> Gifts to Charity>Non-Cash Donations (more than $500) Deductions>Itemized Deductions>Gifts to Charity>Non- Cash Gifts to Charity Noncash Donations if total more than $500 CHA Noncash Donations that CHA total $500 or less OID Interest INT 2 Income>Interest and Dividends>Interest or Dividend Income>Original Issue Discount, Form 1099-OID Other Income (prizes, N/A 6(S1-21) Income>Other Income>Other Inc. Not Reported jury duty, etc.) Elsewhere Part-Year State Return N/A N/A PDF, Attaching N/A N/A Tax-Aide does not mail or attach forms or documents. Inform taxpayer that the IRS might ask them to send copies later. D-57 F-5,6 F-7,9 F-9 F-9 F-4,9 F-4,9 F-4,9/10 F-4,9/10 D-14 D-49 Pension Distributions -R 4 Income>IRA/Pension Distributions> Add or Edit 1099-R D-30 Personal Property PROPER Deductions>Itemized Deductions> Taxes You Paid F-7 Taxes PIN, Identity Theft PIN N/A Miscellaneous Forms>IRS Identification Pin P-2,3 Prisoner Income (or halfway house) OT or OTHER On W-2 and Income>Other Income>Other Compensation> Prisoner Earned Income D-56 Private Activity Bond interest (PAB) INT 11(S2-45) Income>Interest and Dividends> Interest or Dividend Income>Interest Income, Form 1099-INT Prizes and Awards N/A 6(S1-21) Income>Other Income>Other Inc. Not Reported D-14 Elsewhere D-49 Public Safety Officer Exclusion -R 4 Income>IRA/Pension Distributions>Add or edit R>Click here for options D-33 D-23 K-6 O-10 12/1/2018

11 Qualified Charitable Distribution from IRA Railroad Retirement Benefits (Tier 2 blue form) Railroad Retirement Benefits (Tier 2 green form) -R 4 Income>IRA/Pension Distribution>Add or edit R>Subtract distribution that was sent directly by trustee to charity from Box 1 and enter the difference RR 5 Income>IRA/Pension Distributions>Social Security Benefits/RRB-1099 D-39 D-41 RR 4 Income>IRA/Pension Distributions>RRB R D-40 Real Estate Taxes MORT Deductions>Itemized Deductions> Mort- gage Interest and Expenses> Mortgage Interest Reported on Form 1098 Refund, Applied to PAY 17(S5-66) Payments & Estimates>Federal Estimated Payments Estimated from Prior or >State Estimated Payments Year (Fed or State) Refund, Apply to Next Year (Federal) Refunds of State and Local Income Tax (if reportable) F-7 APP 21 Payments & Estimates>Apply Overpayment to Next Year s Taxes K-1 G [box 2] 6(S1-10) Income>State and Local Refunds D-12 Rental Income SC 6(S1-17) Income>Rents and Royalties (Sch E) D-47 Repayment of unemployment received in current year UN 6(S1-19) Income>Unemployment>Repayment D-3 Repayment of Previously Taxed Income (from a prior year) MISC 8(SA-16) Deductions>>Itemized Deductions> Miscellaneous Deductions> (If >3000, enter in the box provided. If <3000, click Add/Edit at bottom and enter it as an additional Miscellaneous Deduction) Reservist's Expenses RESER 7(S1-24) Deductions>Adjustments>Expenses for Reservists, Performing Artists, and Qualifying Government Employees Residential Energy ENER or 12(S3-53) Deductions>Credits>Residential Energy Credit EXT-7 Credit RESI Retirement Savings Credit RETI 12(S3-51) Deductions>Credits>Retirement Savings Credit G-9/11 Reverse Mortgage N/A N/A Income is neither taxable nor reportable. D-1 Income Reverse Mortgage Interest MORT Interest is deductible ONLY when actually paid usually when loan is paid in full. Deduction is only for interest paid on acquisition debt, not home equity debt. F-9 Roth IRA Contributions RETIRE 12(S3-51) Deductions>Credits>Retirement Savings Credit>Any Current Year Roth IRA Contributions G-9/11 Royalties (simple royalties with no E space E or SC 6(S1-17) Income>Rents and Royalties (Sch E) D-14 D-48 associated expenses) D-49 Royalties from Services MISC 6(S1-21) Income>Form 1099-Misc>Add a Form MISC>Box 7 Nonemployee compensation D-14 E-1 12/1/2018 O-11

12 RRB-1099 Railroad Retirement Benefits (Tier 1 blue form) RRB-1099-R Railroad Retirement Benefits (Tier 2 green form) RR 5 Income>IRA/Pension Distributions>Social Security Benefits/RRB-1099 D-41 RR 4 Income>IRA/Pension Distributions>RRB R D-40 Sale of Main Home CAP 6(S1-13) Income>Capital Gain and Losses> Sale of Main Home Worksheet or use Capital Gains and Loss Items D-26/ 29 Sale of Stock CAP 6(S1-13) Income>Capital Gain and Losses D-20 Sales Tax Deduction Tax or SALE Deductions>Itemized Deductions> Taxes You Paid F-8 F-8.1 Schedule C SC 6(S1-12) Income>Profit or Loss from a Business D-13 Scholarships and Grants when taxable OT or OTHER 1 Income>Other Income>Other compensation> Scholarships and Grants (if taxable) D-56 J-1,6 Self-employment Health Insurance SC or SELF (?) 7(S1-29) Income>Profit or Loss from a Business (simplest) or Federal Section>Adjustments>Self-Employed Health Insurance E-4.1 E-4 D-18 Self-employment Income SC 6(S1-12) Income>Profit or Loss from a Business D-13/ 19.1 Seller-financed MORT Deductions>Itemized Deductions> Mortgage Interest F-9 Mortgage Interest Paid and Expenses> Mortgage Interest Not Reported on Form 1098 Seller-financed INT 2 Income>Interest and Dividends> Interest or Dividend D-10 Mortgage Interest Received Income>Seller Financed Interest Income Simplified Method -R 4 Income>IRA/Pension Distributions> Add or edit a D-34 R>Click here for options Simplified Method after Death of All MISC 8 Deductions>>Itemized Deductions> Miscellaneous Deductions> unrecovered investment in pension Social Security Benefits SSA 5 Income>IRA/Pension Distributions> Social Security D-41 Benefits/ RRB-1099 SSA-1099 SSA 5 Income>IRA/Pension Distributions> Social Security D-41 Benefits/ RRB-1099 Standard deductions Deductions>Standard Deduction F-1,2 State and Local Tax G [box 2] 6(S1-10) Income>State and Local Refunds D-12 Refund Worksheet State and Local Taxes Paid STAT Deductions>Itemized Deductions> Taxes You Paid> Additional State and Local Income Tax F-3 F-7/8.1 State Part-Year Return N/A N/A State refund applied to 2019 from 2018 PAY or STAT N/A Federal> Payments and Estimates> State Estimated Payments K-1 State refund applied to N/A N/A State>Payments>Apply Your State Refund K-1 next year State withholding not on another form WITH 16 Payments & Estimates>Other State Withholding Stock Sales CAP 6(S1-13) Income>Capital Gain and Losses D-21 Student Loan Interest STU, LOA 7(S1-33) Deductions>Adjustments> Student Loan Interest E-10 Substitute W-2 W 1 Income>Wages>Add a W-2>This is a substitute W-2 D-4 O-12 12/1/2018

13 Tax Exempt Interest and Dividends INT DIV 2 Income>Interest & Dividends>Interest or Dividend Income>Form 1099-INT Box 8 or Form 1099-DIV Box 10 Taxable Refund G [box 2] 6(S1-10) Income>State and Local Refunds D-12 Taxes Paid, Federal Estimated PAY or FED 17(S5-66) Payments & Estimates>Federal Estimated Payments for 2018 Taxes Paid, State and Local STAT Deductions>Itemized Deductions> Taxes You Paid> Additional State and Local Income Tax F-3 F-7 Tips, Allocated W 1 Income>Wages>W-2>Line 8 D-5 Tips, Unreported W and 4137 Travel Expenses for Business Travel Expenses for Employees Tribal Per Capita Payments not on 1099 Unemployment Benefits Unemployment Comp Repayment Same Year as Benefit Received Unemployment Comp Repayment-Year after Benefits Received -less than $3,000 Unemployment Compensation Repayment Year after Benefits Received greater than $3,000 1 Income>Wages>W-2>below line 10 and Other Taxes>Tax on Unreported Tip Income>Cash and charge tips you received but did not report to your employer because the total was less than $20 in a calendar month D-11 D-5 and H-1 SC 6(S1-12) Income>Profit or Loss From a Business> Other Expenses D-18/ 19.1 N/A N/A No longer deductible, beginning in 2018 F-5 N/A 6(S1-21) Income>Other Income>Other Income Not Reported Elsewhere UN or 6(S1-19) Income>Unemployment Compensation D-3 10 (box 1) 10 (box 1) 6(S1-19) Income>Unemployment Compensation D-3 or UN MIS MIS Deductions>Itemized Deductions>Miscellaneous Deductions>Add Additional Deductions>Itemized Deductions>Miscellaneous Deductions>Repayment under claim of right (if greater than $3000) Unrecovered Investment in Pension MIS Deductions>Itemized Deductions>Miscellaneous Deductions>Unrecovered investment in pension Volunteer Expenses CHA Deductions>Itemized Deductions>Gifts to Charity Vouchers for Federal VOU N/A Payments & Estimates>Vouchers for NextYear s K-17 Vouchers for State N/A N/A State section>misc Forms>Estimated Payment W-2 Wages & Salaries W 1 Income>Wages and Salaries D-4/6 W-2G Gambling 2G or W2G 6(S1-21) Income>Other Income>Gambling Winnings D-49 Winnings W-7 ITIN Application ITIN N/A Miscellaneous Forms>Application for ITIN L-3 Wages & Salaries W 1 Income>Wages and Salaries D-4 Withholding not on another form WITH 16 Payments & Estimates>Other Fed (or State) Withholding Work Release Income OT or OTHER 6(S1-21) Income>Other Income>Other Compensation> Prisoner Earned Income D-56 12/1/2018 O-13