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 1040 INDIVIDUAL

1040 INDIVIDUAL Features Checklist




1040 INDIVIDUAL FEATURES

  • All 1040 states available
  • All 1040 amended returns
  • All states extension forms
  • Extensive passive activity worksheets built in
  • Filing Status Optimization Utility
  • Schedule J Farm Income Averaging Optimization
  • Education Expense Optimization
  • Tax Projection Worksheet helps estimate tax liabilities for the next tax year
  • Two-Year Tax Comparison Report illustrates tax differences from current tax year to previous tax year




 

1040 INDIVIDUAL WORKSHEETS

  • Auto Expense
  • Child Tax Credit
  • Diagostics
  • Earned Income Credit
  • Education Expense Allocation
  • Excess Social Security and RRTA Tax Withholding
  • Exemption Deduction
  • Form 1040-ES Estimate
  • Form 1045 Itemized Deduction Limitation
  • Form 1116 Foreign Tax Credit
  • Form 2210 Underpayment of Estimated Tax
  • Form 2555 Deductions Allocable to Exclude Income
  • Form 2555 Foreign Earned Income Allocation
  • Form 4952
  • Form 6198 At-Risk Limitation
  • Form 6251 Capital Gain and Exemption
  • Form 8582 (I-6) Passive Activity Loss Limitation
  • Form 8582-CR Passive Activity Credits
  • Form 8615 Capital Gain Tax
  • Form 8615 Tax for Children Under 14
  • Form 8839 Adoption Credit Limitation and Carryforward
  • Home Mortgage Limitation (A)(B)
  • Home Office Deduction
  • Home Sale
  • Investment Income (Regular and AMT)
  • IRA Distribution with IRA Contribution
  • IRA (Traditional, Roth, and Education)
  • Itemized Deduction Limitation
  • K-1 Reconciliation
  • Keogh, SEP & SIMPLE
  • MAGI (for PAL)
  • Late Filing Interest and Penalty
  • Net Operating Loss (Regular and AMT)
  • Pension Taxability
  • Qualified Tuition Plan Contributions
  • Qualified Tuition Plan Distributions
  • Schedule D Capital Gain Tax and Carryovers
  • Schedule J Farm Income Averaging
  • Schedule SE Earnings Reconciliation
  • SE Health Insurance Deduction
  • Standard Deduction
  • Student Loan Interest Deduction
  • Tax Projection
  • Taxable Social Security
  • Taxable Social Security with IRA Contributions
  • Taxable State and Local Income Tax Refund
  • Tuition and Fees Deduction
  • Vacation Home






1040 INDIVIDUAL REPORTS

  • Carryover
  • Depletion
  • Depreciation
  • Diagnostics
  • Foreign Tax Credit Carryover
  • IRA Distribution
  • K-1 Summary
  • Pension Distribution
  • Preparer Review
  • Taxpayer/Spouse Summary
  • Two-Year Comparison
  • Wages
  • Withholding
  • W2-G Gambling






1040 INDIVIDUAL STATES and LOCAL SOFTWARE

  • Alabama
  • Alaska
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida (Tangible and Intangible)
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Kentucky Cities
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Michigan Cities
  • Michigan SBT
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York (Includes New York City and Yonkers)
  • North Carolina
  • North Dakota
  • Ohio
  • Ohio Cities
  • Oklahoma
  • Oregon (Includes Multnomah County and Portland City)
  • Pennsylvania
  • Pennsylvania Cities (Includes Philadelphia, Pittsburgh, and a Generic Pennsylvania City)
  • Rhode Island
  • South Carolina
  • Tennessee
  • Utah
  • Vermont
  • Virginia
  • West Virginia
  • Wisconsin






1040 INDIVIDUAL FORMS

1040
1040A
1040ES (NR)
1040ES (OCR-A)
1040-EZ
1040NR
1040NR-EZ
1040-V
1040X
1045
Schedule A-E, EIC, F, H, J, R, SE, C-EZ, D Alt. Min.
843*
982*
1116
1116 Alt. Min.
1310
2106
2106-EZ

2120*
2210
2210F
2350
2441
2555
2555-EZ
2688
2848
3468*
3520*
3800, Pg. 1
3903
4136
4137
4255*
4506*
4562
4684
4797

4797 Alt. Min.
4835
4852*
4868
4952
4952 Alt. Min.
4970*
4972
5329
5884
6198
6198 Alt. Min.
6251
6252
6252 Alt. Min.
6478*
6765*
6781
8082*
8271

8275*
8282*
8283
8332*
8379
8396
8453
8582
8582 Alt. Min.
8582-CR
8586
8594*
8606
8609*
8609, Sch. A*
8611*
8615
8801
8812
8814

8815
8821
8822*
8824, Pg. 1
8824*, Pg. 2
8826
8828*
8829
8830
8833*
8834*
8835*
8839
8840*
8843*
8844
8845
8846
8853
8857

8859*
8861
8862*
8863
8867
8873*
8874*
8878
8879
8880
8881
8882
8884*
8885
9465
TD F 90-22.1*
SS-4*
W-4*
W-4P*
W-7P*


*   Non-calculating form





 
 
 

 
 
 

 
 

 

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