1797 lines
78 KiB
Org Mode
1797 lines
78 KiB
Org Mode
Latest Intuit TXF file spec from https://turbotax.intuit.com/txf as of 2017,
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converted to org outline.
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* TXF Spec Version 042
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Topic: Tax Exchange Format
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Change Date: 11/30/11
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File: TXF
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Version: 042
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____________________________________________________________
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TABLE OF CONTENTS BY SECTION HEADINGS
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I. CONTACTS
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II. REVISION HISTORY
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III. W-2 SPOUSE TOKENS
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IV. CHANGES
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V. NEW TOKEN SUGGESTIONS
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VI. QUESTIONS
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VII. TAX LINE ITEM MAINTENANCE FILE DESCRIPTION
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A. Description
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B. Codes and Definitions of Fields
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VIII. EXAMPLE FILE
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IX. TABLE FORMAT
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A. Table Column Header Descriptions
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X. CATEGORIES
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** I. CONTACTS
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The following list contains the names and contact people for
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companies interested in the Tax Exchange Format. The most
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recent version of this spec can be obtained by contacting
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Intuit.
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*** Company : Intuit
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Product : TurboTax
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Contact : Kathy Eusepi : Maintains TXF at Intuit
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Email : IDESupport@intuit.com
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*** Company : Block Financial Corporation
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Product : TaxCut
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Address :
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51 York Terrace
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Brookline, MA 02146
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*** Company : Meca Software LLC
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Product : Managing Your Money
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Address :
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115 Corporate Drive
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Trumbull, CT 06611-1386
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*** Company : Checkfree Corporation
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Product : Checkfree
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Address :
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8275 N. High Street
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Columbus, OH 43235
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*** Company : MicroSoft
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Product : MicroSoft Money
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Address :
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1 MicroSoft Way
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Redmond, WA 98052-6339
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*** Company : PrioSoft
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Product : Priority One Plus
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Address : 1816 Rambling Ridge Lane
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Suite 301
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Baltimore, MD 21209
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*** Company : Universal Tax Systems
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Product : TaxWise
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Address :
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215 Broad Street
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Rome GA 30161
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*** Company : Computer Associates
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Product : CA-Simply Money
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Address :
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10505 Sorrento Valley Road
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San Diego, CA 92121
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*** Company : Charles Schwab Co., Inc.
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Address :
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101 Montgomery Street
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San Francisco, CA 94104
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*** Company : Financial Navigator Int'l
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Product : Financial Navigator
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Address :
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254 Polaris Ave.
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Mountain View, CA 94043
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*** Company : Peachtree Software
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Address :
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1506 Pavilion Place
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Norcross, GA 30093
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*** Company : Price Waterhouse
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Address :
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55 E. Monroe
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Chicago, IL 60603
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*** Company : Financial Microsystems, Inc.
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Address :
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3000 Langford Rd. Suite 2500
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Norcross, GA 30071
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*** Company : Professional Design Systems, Inc.
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Address :
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1975 Linden Blvd.
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Elmont, NY 11003-4004
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*** Company : State of the Art, Inc.
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Address :
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56 Technology
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Irvine, CA 92718
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*** Company : Boardroom Accounting Software
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Product : Boardroom Accounting
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Address :
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1488 Sandbridge Road
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Virginia Beach, VA 23456-4024
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*** Company : Chicago Soft Works
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Address :
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4050 West North Ave. Suite 200
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Chicago, IL 60639
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*** Company : HMS Companies
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Address :
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507 N. Sam Houston Pkwy E.
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Houston, TX 77060-0000
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*** Company : RDS Software, Inc.
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Product : Boldline Finance
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Address :
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35 Fallen Arrow Drive
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Hilton Head Island, SC 29926
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*** Company : Solutions Unlimited
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Address :
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3140 K South Peoria St. #268
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Aurora, CO 80014
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*** Company : Farallon Communications, Inc.
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Address :
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2470 Mariner Square Loop
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Alameda, CA 94501-1010
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*** Company : Tax Track Inc.
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Address :
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P.O. Box 270126
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Corpus Christi, TX 78427
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*** Company : Tax$imple:AJV Computerized Data Management
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Product : Tax Simple
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Address :
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8 Emory Ave
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Randolph, New Jersey 07869
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*** Company : Axcent Software
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Address :
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4635 S. Lakeshore
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Tempe, AZ 85282
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*** Company : Spinoza Limited
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Product : unnamed (Visual Basic Tool)
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Address :
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11333 Iowa Ave., 1st floor
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West Los Angeles, CA 90025
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*** Company : Ernst & Young
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Address :
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6550 Rock Spring Drive, Suite 400
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Bethesda, MD 20817
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*** Company : Audisys Software
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Product : TAXi
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Address :
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12505 NW Cornell Road
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Portland, OR 97229
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*** Company : Computer Language Research
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Product : Fasttax
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Address :
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2395 Midway Road
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Carrollton, Texas 75006
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*** Company : CCH Inc.
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Product : ProSystems fx
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Address :
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555 North Woodland, Bldg 4
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Wichita, Kansas 67208
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*** Company : Prodata
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Product : MJA Accounting for Windows
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Address :
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12101 Menaul Blvd NE
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Albuquerque, NM 87122-2403
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*** Company : SmartTax Limited
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Product : SmartTax
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Address :
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600 Hawthorn Road
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East Brighton. 3187.
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Victoria, Australia
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*** Company : Fidelity Investments
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Address :
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82 Devonshire Street, MS R20E
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Boston, MA 02109
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*** Company: Fidelity Investments
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Product: TLA - Tax Lot Accounting
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Address:
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82 Devonshire Street, Mailzone V11D
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Boston, MA 02109
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*** Company : Kask Software
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Product : Childcare Professional
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Farm Professional
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Address :
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P.O. Box 1143
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Minot, ND 58702-1143
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*** Company : Specialty SoftwareWorks, Ltd
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Product : Custom financial nicheware
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Address :
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7350 Taos Drive
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Colorado Springs, CO 80920
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*** Company : Which? Software
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Product : TaxCalc
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Address :
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2 Marylebone Road
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London, England NW1 4DF
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*** Company : E*Trade Group, Inc.
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*** Company : MultiWare Inc
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*** Company : SofTech Computer Systems, Inc.
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Product : Option Money
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Address : 307 Clearview Dr
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Hollidaysburg, PA 16648
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*** Company : Sync Essentials
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Product : Trade Accountant
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Address : P.O. Box 250
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Mountain View, CA 94042
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____________________________________________________
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** II. REVISION HISTORY
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*** 11/30/2011 042 KEusepi (Intuit) Added 7 new taxrefs to supplement cost basis reporting and Form 8949 copy issues.
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See Section IV for more info. Updated examples for sales.
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*** 08/25/2011 042 Keusepi (Intuit) Extend Record Format 5 to allow sending Disallowed Wash Sale amount for taxrefs
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321,323,682,673; bumped to version 042; updated examples and dates;
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updated forms for 2011;
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*** 10/25/2004 041 KEusepi (Intuit) Removed obsolete PostMay5 gain references 684(Div),677(Div),675(K1P.
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Renamed 1099-MSA to 1099-SA.
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*** 11/10/2003 040 kEusepi (Intuit) Removed/updated contact info
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*** 10/9/2003 040 KEusepi (Intuit) Updated tax forms for TY03. Added 683 Qualified Dividend (see Schedule B)
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684 PostMay5CapGain (see Schedule B)
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685 Contract Labor (Schedule C)
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*** 1/9/2003 039 KEusepi (Intuit) Fixed typo in Section VIII Example 2C Wash Sale. Replaced N679 with N682
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Thank you to Henry Gage for the catch.
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*** 10/4/2002 039 KEusepi (Intuit) Added K1 Total Foreign Tax (taxref 679);
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1040 Educator Expenses for self and spouse (taxref 680,681)
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Schedule D - wash sale (taxref 682) - see Section IV and VIII below
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*** 10/1/2002 039 KEusepi (Intuit) updated the tax forms for 2002. Removed outdated Contacts
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*** 8/28/2002 039 KEusepi(Intuit) bumped version to 039. Added new IRS form 1099-Q (taxref 678). Moved taxref number
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672 from the 1099G to the new 1099-Q. Updated the examples.
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*** 10/2/2001 038 KEusepi (Intuit) added 674,675 and 676 to the K1 Partnership.
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added 677 for Qualified 5-year Gain.
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*** 9/8/2001 038 KEusepi (Intuit) updated forms for 2001. Bumped version to 038
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Removed obsolete taxref numbers from the old form 2119 - 396,397,399.
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Removed obsolete taxref 482, IRA contrib,Non-working spouse.
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*** 9/13/2000 037 KEusepi (Intuit) updated forms for 2000
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*** 2/6/2000 037 KEusepi (Intuit)
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Updated addresses info. Bumped version number to 037
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*** 11/11/1999 036 KEusepi (Intuit)
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Due to overwhelming vendor request, added new taxref for the following:
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Token 673 - SchD: Short/Long gain or loss. This was requested by vendors
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for the situation where the date acquired may not be available,
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so the type of gain/loss (short or long) cannot be determined.
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Added token 672 (Qualified State Tuition) to the 1099-G
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Updated the Example section (VIII) to use version 036, and to
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show how to use the new SchD token.
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Updated the contact list
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9/26/1999 035 Kathy Eusepi (Intuit)
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Changed date format to mm/dd/yyyy. This will
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effect the following:
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. the export date in the TXF header
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. the dates in record format 4, 5 and 6
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. the date in the 'X' detail line
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Updated the vendor list
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Added new tokens for 1099Div and 1099Int
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1099OID, 1099R
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Updated the tax form lime numbers for 1999
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8/01/1998 034 Kathy Eusepi (Intuit)
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Added new tokens for education credits
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Form 8863 is not in yet. Place holders for 637,638,639
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7/07/1998 034 Kathy Eusepi (Intuit)
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Updated the tax form line numbers for 1998
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Changed line numbers for 268;521;323;402;421;424;
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Added new tokens:
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636 - Student loan interest (1040:L24)
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*** 10/17/97 034 Georgia Taft (Intuit)
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Removed AlleyCat Software from Contacts
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Updated Contacts with email addresses
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*** 9/23/97 033 Georgia Taft (Intuit)
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Corrected phone numbers of some contacts
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Updated Section VIII, Example File
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*** 9/09/97 032 Georgia Taft (Intuit)
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Added Form 1099-G, Certain Government Payments
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Moved tokens #260, #479, #605, #606 to Form 1099-G
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to accommodate multiple payers
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*** 8/20/97 031 Georgia Taft (Intuit)
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Added five companies to Contacts section
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Removed Parsons from Contacts section; contact is now Intuit
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Added tokens:
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Form 1040: #605-#614
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Schedule B: #615-#616
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Form 8839 Adoption Credit (new form): #617-#622
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Form 1099-R: #623-#628
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Form 1099-MSA Medical Savings Account Distributions
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(new form) #629-#633
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*** 9/15/96 030 Georgia Taft (Intuit)
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Per notation in version 027 (last year) under Section IV. Changes,
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token #459, Spouse for W-2 has been removed
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Section IV. Changes - see note re: parsing of 'X' field in detail
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records
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Corrected copy code for Schedule H tokens to 'N'
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Added 'spouse' to description of token #546
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Corrected duplication of token #562
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Removed token #566, Spouse, for Schedule H
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Added to I. Contacts
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*** 8/13/96 029 Georgia Taft (Intuit)
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Section IV. Changes - see note re: Spouse tokens for W-2
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Section X. Categories:
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Added tokens #603 and #604 for Payer to Form 1099-R
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Corrected token #302 sorting code to 'C'
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*** 6/28/96 028 Georgia Taft (Intuit)
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Section I. Contacts: updated/corrected contact names
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Section X. Categories:
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Corrected the sign to 'S' for tokens 292, 447, 459, 474, 498,
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504, 514, 515, 525, 526
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Updated tax form line numbers for 1995 forms
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Removed the word 'gambling' from token 259
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Added Form W-2G, tokens 547-552
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Moved token 267 from Form 1040 to Form W-2
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Added new token 546 for Spouse moving exp. reimbursement
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to Form W-2, spouse
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Added Form 1099-MISC, tokens 553-564
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Added Schedule H, tokens 565-568
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Added Form 4835, tokens 569-602
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*** 8/16/95 027 Georgia Taft (Intuit)
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Corrected/added contact names.
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*** 8/10/95 026 Georgia Taft (Intuit)
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Added token #545 "Home mortgage int. (no 1098)" to Schedule A
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Edited description of token #544 to "Home mortgage int. (1098)"
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*** 7/26/95 025 Georgia Taft (Intuit)
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Updated Contact names
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Updated Tax Form line numbers with 1994 references
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Updated VIII. Example File; added Schedule D example
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Removed tokens for Form 3903, Moving Expenses:
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#404, #405, #408-411
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Added tokens for Form 8829, Home Office Expenses:
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#536 Form 8829
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#537 Deductible mortgage interest
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#538 Real estate taxes
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#539 Insurance
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#540 Repairs and maintenance
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#541 Utilities
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#542 Other expenses
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Added token #543 for Schedule F, Car and truck expense
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Added token #544 for Schedule A, Local taxes;
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removed word 'local' from token #275
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Corrected token #277; record format 3, not 1
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Corrected token #515; record format 0, not 1
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Section IV. Changes - added notation
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Section V. New Token Suggestions - added notation
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Section VI. Questions - answered questions and added question
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regarding International numbers
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*** 8/10/94 024 Georgia Taft (Intuit)
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Added names of companies using TXF
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Edited new 1099R tokens to identify type of income to which
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the withholding is associated:
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Form 1099R:
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#529 Pension federal withholding
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#530 Pension state withholding
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#531 Pension local withholding
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Added new 1099R tokens for withholding for IRA's:
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#532 IRA federal withholding
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#533 IRA state withholding
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#534 IRA local withholding
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Added new token for new line on 1994 Schedule A:
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#535 Personal property taxes
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Edited description of token #445
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Wanted to update the examples and include examples of
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capital gain record format, but ran out of time. Will place
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on enhancement list for next version.
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*** 7/22/94 023 Georgia Taft (Intuit)
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Assigned each Section a Roman numeral
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Added Table of Contents, by Section heading
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Delimited end of file with
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Section VII, A. Description
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added adviso that set of common fields are in recommended
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order added new Record Format 6 to be used for estimated tax
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payments
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NOTE: if using new Record Format 6, use corresponding new
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token numbers
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#521 fed est. tax, qrtrly;
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#522 state est. tax, qrtrly
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bumped number of record formats to 7
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advised record format 1 'amount' placed before 'X' detail line
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Section VII, B. Codes and Definitions of Fields
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corrected heading of 'P' Detail to 'X' Detail
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corrected heading of 'X' Description to 'P' Description. Also
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removed reference to this line being valid only for
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multi-line items.
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added description for "D" Date Paid, for new Record Format 6
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Section IX, A. Table Column Header Descriptions:
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removed reference to '(type 4)'
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Section X, Categories
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last refnum used = 531
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updated line references to 1993 tax forms
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tokens removed:
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Schedule C:
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295 Cost of goods sold
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Schedule D:
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322 ST gain/loss - other
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324 LT gain/loss - other
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NOTE: moving expense tokens not removed at this time
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tokens added:
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Form 1040:
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516 Keogh Deduction, Spouse
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517 SEP Deduction
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518 SEP Deduction, Spouse
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519 RR Retirement income
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520 RR Retirement inc, Spouse
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521 Fed est. tax, qrtrly
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Schedule A:
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522 State est. tax, qrtrly
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523 Misc. (not subject to 2%)
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Schedule B:
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524 Seller financed mtge int.
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Form 2119:
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525 Spouse
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Form 3903:
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526 Spouse
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Schedule K-1:
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527 Royalties
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528 Tax-exempt interest
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Form 1099R:
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529 Federal Withholding
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530 State Withholding
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531 Local Withholding
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edited tokens:
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319 changed "Description" to "Principal Business/Prof"
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501 changed "Description" to "Principal Business/Prof"
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355 changed "Vet fees and medicine" to "Vet, breeding,
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and medicine"
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368 changed "Sales of livestock raised" to
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"Sales livestock/crops raised"
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379 changed "Principal Business/Prof" to
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"Principal Product"
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445, 475, 476, 477, 478 changed 'FRM'
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from a '3' to a '1'
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all Form 2119 tokens changed to multiple copy
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all Form 3903 tokens changed to multiple copy
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all Form 4684 tokens changed to multiple copy
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NOTE: The TXF file generated by future versions of Quicken (Dos 8,
|
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Mac 5,Win 4)will follow the spec for the location of 'sales net'
|
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"cost basis" in Record Format 4 for capital gains. However,
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previous version did have the locations of these fields reversed
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and must be taken into consideration when imported by tax
|
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preparation software.
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*** 8/10/93 022 Georgia Taft(ChipSoft)
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Added Pencil Pushers to list of TXF users.
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*** 8/9/93 021 Wendell Smith (LKS)
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fix to layout in table at end and replaced tab's with spaces
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in this file.
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*** 7/30/93 020 Georgia Taft(ChipSoft)
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Added, deleted, updated company contacts.
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Updated federal form line references for 1992 forms.
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Edited:
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RNum 290 changed to multiple copy
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RNum 302 changed to Record Format 3
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RNum 321-324 modified category name
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RNum 321-324 'Sgn' has been changed to 'I'
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RNum 340 deleted (no longer on Sch E)
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RNum 380-391 changed to multiple copy
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RNum 412-417 changed to single copy
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RNum 418-424 changed to single copy
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RNum 425 changed to single copy
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RNum 437-440 changed to multiple copy
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Added:
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RNum 514 Spouse designation for Schedule F
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RNum 515 Spouse designation for Form 8606
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NOTE: Intuit's Quicken products will continue to reverse the
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Record Format 4 for capital gains this year - the 'sales net'
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precedes the 'cost basis'. All other users of the TXF have
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indicated theywill follow the Format 4 that is included in this
|
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spec (the 'cost basis' precedes the 'sales net').
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*** 6/3/93 019 Wendell Smith
|
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Reviewed and integrated new tokens entered by Georgia Taft.
|
|
New tokens are #482 - #513 and mostly are for new fields.
|
|
THE MAJOR EXCEPTION is new fields for W2-Spouse!!! see
|
|
a note below the revision history as to how these must be
|
|
used.
|
|
|
|
THIS SET OF TOKENS IS TO BE VIEWED AS THE 1993 SET
|
|
|
|
The expectation is that we will NOT make major changes as of
|
|
this version.
|
|
|
|
*** 6/2/93 018 Georgia Taft
|
|
Updated ChipSoft contact people.
|
|
Modified spec to add 32 new tokens.
|
|
Removed #354 Breeding Fees, no longer a separate line on Sch F
|
|
(now included in Veterinary and medicine, line 33).
|
|
Requesting that reference numbers 1000 and above be
|
|
reserved for international use.
|
|
|
|
*** 4/1/93 017 Wendell Smith
|
|
|
|
*** 2/1/93 016 Wendell Smith
|
|
Update line numbers for 1992 forms - no spec changes
|
|
Some of the line numbers still refer to 1990 -- I ran out
|
|
of time and passed this file back to Alex before finishing
|
|
the update... next time.
|
|
|
|
*** 11/6/92 015 Wendell Smith
|
|
New Tokens being considered:
|
|
|
|
Support for Cap Gains in Dividends
|
|
Purchases on Sched C
|
|
|
|
Tokens to remove:
|
|
|
|
340 : Schedule E has changed.
|
|
|
|
*** 8/9/92 014 Wendell Smith
|
|
added note about the meaning of "default" for fields
|
|
|
|
*** 4/23/92 013 Wendell Smith
|
|
Modified some of the contact names and phone numbers.
|
|
- Clarified various areas of the spec. (no changes to spec)
|
|
- Removed W2-P categories. This form was not used in 1991.
|
|
For future reference categories removed will be moved to
|
|
a section at the end of the document.
|
|
- Modified spec for Sched D items (format 4) the spec was in
|
|
error, the first amount should be the cost and the second the
|
|
sale price.
|
|
- Removed EFN column in the table. If we need this later we
|
|
can add it in, currently it was not filled in and was unused.
|
|
- The line number references in the table must be updated to
|
|
1991.
|
|
|
|
*** 9/16/91 011 Craig Carlson Added Rod Costler from
|
|
Checkfree Corp. Also merged in file that describes line
|
|
items so that they all are together in a nice, neat
|
|
package.
|
|
|
|
*** 9/8/91 010 Wendell Smith (lks)
|
|
480 Added new category for W2 "Medicare Tax Withholding"
|
|
462 "FICA" changed to "Soc Sec Tax Withholding"
|
|
262 changed to "IRA Contribution Self"
|
|
NOTE: this is the total not the deductible portion.
|
|
481 "IRA Contribution Spouse"
|
|
263 "Keogh Payments" -> "Keogh Deduction"
|
|
|
|
*** 8/29/91 009 Wendell Smith (lks)
|
|
Modification to category names
|
|
|
|
419 "LT dep. loss - business"
|
|
420 "LT dep. gain - business"
|
|
422 "LT dep. loss - res. rent."
|
|
423 "LT dep. gain - res. rent."
|
|
|
|
Removal of categories
|
|
|
|
278 "Credit card interest"
|
|
279 "Other personal interest"
|
|
|
|
|
|
*** 6/24/91 008 Craig Carlson (intuit)
|
|
Added contact names.
|
|
|
|
*** 6/19/91 007 Wendell Smith (lks)
|
|
Merged in changed from Jim and started RefNum at 256 as per
|
|
discussion with Craig. Also merged in modifications to Types
|
|
|
|
*** 6/19/91 006 Jim Calvin (lks)
|
|
Reviewed. Changed Pension/IRA income categories. Changed
|
|
Form 4797 categories. Sched F description. Form 6252 Gross
|
|
Profit Percentage. Form 8815, deleted line 6 (goes to an IRS
|
|
worksheet or TaxCut worksheet, not line 6).
|
|
|
|
*** 6/18/91 005 Wendell Smith (lks)
|
|
Modified format to match spec dated 5/28 from Intuit
|
|
Added two new formats, 4 and 5 and commented on spec from 5/28
|
|
|
|
|
|
____________________________________________________________
|
|
** III. W2-SPOUSE tokens 6/3/93
|
|
|
|
A set of tokens for W2-Spouse have been added to support Quicken products.
|
|
The tokens were added to avoid the need to use the "spouse"
|
|
token for W2's. It is critical that the copy numbers be managed
|
|
correctly with these new tokens as the copy number passed with
|
|
the refnum will NOT be the copy number of the W-2 in the tax program.
|
|
The copy number with the W2-Spouse tokens must be kept separate
|
|
from the copy numbers for the W2-Self tokens.
|
|
|
|
SO if there were 3 w2-spouse copies and 2 w2-self copies
|
|
the resulting tax return will have 5 copies but the copy numbers
|
|
may be mixed so the matchup might look like:
|
|
|
|
Finance Program Tax Program
|
|
w2-spouse (1) -> w2 (1)
|
|
w2-self (1) -> w2 (2)
|
|
w2-spouse (2) -> w2 (3)
|
|
w2-spouse (3) -> w2 (4)
|
|
w2-self (2) -> w2 (5)
|
|
|
|
____________________________________________________________
|
|
** IV. CHANGES
|
|
*** 11/30/2011 - added seven new taxrefs to supplement existing taxrefs (321,323,673 and 682) used for reporting sales of securities.
|
|
Sales get reported on Copy A, B or C of the new Form 8949, and then flow to the Sch D.
|
|
These new taxrefs will allow you to indicate which copy of Form 8949 a sale belongs on:
|
|
Form 8949 Copy A : (you repored cost basis for this sale to the IRS using Form 1099B Box 3)
|
|
321 (Short term holding period); 323 (long term holding period); 673 (you don't know the holding period); 682 (wash);
|
|
|
|
Form 8949 Copy B : (you provide cost basis to customer, but you do NOT report it to the IRS using Form 1099B Box 3)
|
|
711 (short term, Copy B); 713 (long term, Copy B); 715 (unknown holding period, Copy B); 718 (wash, Copy B)
|
|
|
|
Form 8949 Copy C : (no 1099B issued customer or IRS)
|
|
712 (short term, Copy C); 714 (long term, Copy C); 716 (unknown holding period, Copy C)
|
|
|
|
*** 08/25/2011 - expanded the use for Record Format 5 to support new
|
|
Cost Basis requirements. Record Format 5 will now allow sending Disallowed Cost Basis amount for
|
|
tax refs 321,323, 673,682.
|
|
|
|
*** 10/04/2002 - added a taxref for the reporting of wash sales (taxref 682)
|
|
682 will use record format 4 - the same as short term gain/loss (321) and
|
|
long term gain/loss (323).
|
|
|
|
*** 10/02/2001 - Clarification: the "Line" indicator in the layout of the
|
|
table is used for the IRS line location. This may cause confusion when
|
|
looking for taxrefs in the Spec. Example: a new taxref (677) was
|
|
added to version 038 for 'Qualified 5-year gain' - this amount may get reported
|
|
on a 1099-Div, but ends up on the Schedule D when filing the return. So,
|
|
677 is located in the SchD section of the Spec. Historically, the Spec has
|
|
always put the taxref in the section of the form/schedule where the
|
|
data will actually get reported. Another example would be the
|
|
taxref's for Interest. Interest may get reported on a 1099-Int, but it
|
|
ends up getting reported on the Sch B, so those taxrefs are in the Schedule B
|
|
section of the Spec.
|
|
|
|
*** 11/11/1999 - Added a new token (673) to SchD for Short/Long term gain
|
|
or loss. This token can be used when you cannot accurately
|
|
determine whether the gain/loss from a sale is short or long term.
|
|
|
|
Note: As is the case with any token in this TXF spec, you may
|
|
want to verify that the software you are creating the
|
|
TXF file for supports this token.
|
|
|
|
*** 6/26/1999 - Changed all date formats to mm/dd/yyyy
|
|
|
|
*** 9/10/96 - 'X' detail line proposal: Some financial programs export detail
|
|
information in the 'X' line of a detail (TD) record format. To facilitate
|
|
parsing this information, for those tax programs who wish to import all
|
|
or some of the string, it is recommended that a standard columnar separation
|
|
be followed:
|
|
|
|
X identifier 1 char Position 0:0
|
|
Date 8 chars Position 1:8
|
|
Account 30 chars Position 10:39
|
|
Check Number 6 chars Position 41:46
|
|
Payee 40 chars Position 48:87
|
|
Memo 40 chars Position 89:128
|
|
Category 15 chars Position 130:144
|
|
|
|
The upcoming versions of Quicken Win 6.0 and Quicken Mac 7.0 will follow these
|
|
guidelines to test the feasibility of this columnar separation. Please contact
|
|
Georgia Taft @ Intuit with your suggestions, comments, and/or objections
|
|
to this proposed standard.
|
|
|
|
*** 8/13/96 - Since we have implemented a separate set of W-2 tokens strictly for
|
|
the spouse, token #459 will be removed in the next version of the spec (summer
|
|
*** 1997). Please contact Georgia Taft @ Intuit if you are using the spouse
|
|
token #459.
|
|
|
|
*** 2/1/93 - Perhaps we should modify the spec to indicate that the purchase
|
|
amount for cap gains should be reported as positive (This is how quicken and
|
|
MYM are currently set up.) 7/26/95(GT) - spec was never updated with this
|
|
information, but appears industry has followed.
|
|
|
|
Should we revise the spec to have purchase amount after selling amount?
|
|
this is how quicken is currently setup. (MYM9 has reversed this)
|
|
7/26/95(GT) - In 1994, Quicken reversed output to follow the spec.
|
|
____________________________________________________________
|
|
** V. NEW TOKENS
|
|
|
|
11/07/92 - tokens for Keogh Self/Spouse (replace single keogh token)
|
|
7/26/95 - these tokens added to version 024
|
|
|
|
____________________________________________________________
|
|
** VI. QUESTIONS
|
|
|
|
What should the "sort" category for the Schedule D items be? The Tax forms
|
|
require each transaction (sale) to be reported as a separate item. This is
|
|
also true for form 4797. 7/26/95(GT) - this question must have been posed
|
|
when the spec was being written. There is no special sorting for
|
|
Schedule D.
|
|
|
|
Should the "type" for items such as SchedE "Other expenses" be "2"?
|
|
7/26/95(GT) - Other expenses are usually record format 3; the type is either
|
|
S or D for Type Detail or Type Summary.
|
|
|
|
7/26/95
|
|
We originally set aside token numbers 1000 and above
|
|
for International use. There is some concern that we could run out of
|
|
available numbers for U.S. programs. Has anyone begun using the 1000
|
|
and above refnums for International? Does anyone have a problem with
|
|
increasing these to 2000 and above?
|
|
|
|
____________________________________________________________
|
|
** VII. TAX LINE ITEM MAINTENANCE FILE DESCRIPTION.
|
|
*** A. Description
|
|
|
|
This file is used for maintenance of the tax items available to accounting
|
|
software for export to tax preparation software. Intuit will maintain
|
|
this file and make it available to all interested parties (accounting and
|
|
tax software providers), but the tax software companies are to provide
|
|
updates to the information as it becomes available to them.
|
|
|
|
The file will be maintained as an ascii file with no tabs.
|
|
|
|
The "Tax Export Format" specifies the format of a file containing records
|
|
of tax data where each record defines the critical information required by
|
|
the tax products to process the record. The record format is defined as
|
|
an ascii file where each record is separated by a marker line which has one
|
|
character "^". Each field in the exchange record is a separate line with
|
|
a single character at start of the line defining the field in the record
|
|
the line is referring to.
|
|
|
|
For each type of record there are two flavors. The first and most
|
|
important is the summary record. Each tax item should have one summary
|
|
record for each line on the tax form. Preceding a summary record, there
|
|
may be one or many detail records that provide supporting detail for the
|
|
summary record. In all cases these detail record may be safely ignored by
|
|
the tax software. However, they may be useful as supporting information.
|
|
|
|
There will be a header at the top of the file with several items to help
|
|
synchronize this file with tax programs.
|
|
|
|
All Tax Exchange Files should have a header which defines what version
|
|
of this spec was used as well as what program was used to create
|
|
the import file.
|
|
|
|
The fields for the Header of the file are:
|
|
|
|
V version
|
|
A accounting program name/version
|
|
D export date
|
|
|
|
For each exchange record there are a set of common fields. This is the
|
|
recommended order:
|
|
|
|
T type
|
|
N refnum
|
|
C copy
|
|
L line
|
|
X detail
|
|
|
|
There are 7 record formats, labeled 0 through 6 with various
|
|
additional fields.
|
|
|
|
The fields for these record formats are:
|
|
|
|
Record Format 0
|
|
|
|
|
|
Note: used for boolean records such as "spouse" indicator
|
|
|
|
Record Format 1 (placed before the 'X' detail line in the record)
|
|
$ amount
|
|
|
|
Record Format 2
|
|
P Text value
|
|
|
|
Note: String value used for "description" fields such as Sched C Line A
|
|
|
|
Record Format 3
|
|
$ amount
|
|
P description
|
|
|
|
Note: used for fields such as interest where bank name/account#
|
|
and $ amount required.
|
|
|
|
Record Format 4
|
|
P security
|
|
D date acquired
|
|
D date sold
|
|
$ cost basis
|
|
$ sales net (net of commission)
|
|
|
|
Record Format 5
|
|
P security
|
|
D date acquired
|
|
D date sold
|
|
$ cost basis
|
|
$ sales net
|
|
$ Depreciation Allowed OR Disallowed wash sale amount (added for TY11)
|
|
|
|
Note: expanded Format 5 to use for new TY11 cost basis reporting rules. Format 5 will
|
|
be used with Taxrefs 321,323,673,682,711,712,713,714,715,716 when reporting a disallowed wash sale amount.
|
|
|
|
Record Format 6
|
|
D date paid
|
|
$ amount paid
|
|
P state initials
|
|
|
|
Note: used for quarterly federal and state estimated tax payments; state
|
|
initials ignored for federal estimates.
|
|
|
|
*** B. Codes and Definition of Fields
|
|
|
|
"V" Version
|
|
Indicates which version of the tax line item maintenance file was used to
|
|
export this file. The current number can be found at the top of this file.
|
|
|
|
"A" Accounting Program Name/Version
|
|
Indicates which program (including version) exported this file.
|
|
|
|
"D" Export Date
|
|
Date on which this file was exported.
|
|
|
|
"T" Type
|
|
Either S for summary or D for detail. Default value is S.
|
|
|
|
"N" Refnum
|
|
The tax category refnum for this item. There is not default value (it
|
|
must be supplied). This refnum should come from the tax line item
|
|
maintenance file.
|
|
|
|
"C" Copy
|
|
Integer between 1 and 255. Default value is 1. This is the copy number
|
|
for multi-copy forms (such as Schedule C.) If there is only one copy, the
|
|
value should be 1.
|
|
|
|
"L" Line
|
|
A positive integer. The default value is 1. This is the line number for
|
|
multi-line items, such as interest income on Schedule B. If there is only
|
|
one line item, this number should be 1.
|
|
|
|
"X" Detail
|
|
Extra text that can be used by the tax software, if desired. The initial
|
|
intent of this field is for use in a supporting statement.
|
|
|
|
"$" Amount
|
|
This is the dollar amount for the item. Income, gains, and money received
|
|
are positive numbers. Expenses, losses, and money spent (including tax
|
|
payments) are negative numbers.
|
|
|
|
"P" Description
|
|
A string describing this particular line. This is the value that is
|
|
different and describes the line and therefore should appear on the line
|
|
on the tax form.
|
|
|
|
"P" Security
|
|
Name of security for schedule D.
|
|
|
|
"D" Date Acquired
|
|
Acquisition date. It should be in the form MM/DD/YYYY.
|
|
|
|
"D" Date Sold
|
|
Sale date. It should be in the form MM/DD/YYYY.
|
|
|
|
"D" Date Paid
|
|
Payment date. It should be in the form MM/DD/YYYY.
|
|
|
|
|
|
Default means that a line does not need to be supplied not that if the
|
|
field is supplied with no value the "default" will be used. So if
|
|
NO "C" field is supplied then the default of Copy 1 is to be used.
|
|
|
|
____________________________________________________________
|
|
|
|
** VIII. EXAMPLE FILES
|
|
*** EXAMPLE 1:
|
|
1. The user has a Quicken category called donations. They set the tax
|
|
item for this category to "Schedule A:Cash Charity Contributions".
|
|
|
|
2. They apply "Schedule B:Interest income" to their category
|
|
called Interest Earned.
|
|
|
|
3. They have expense categories called Ads:Magazine and Ads:TV. They
|
|
apply the tax item "Schedule C:Advertising" to both of these
|
|
categories.
|
|
|
|
For example given the following entries a sample export file is included.
|
|
|
|
Schedule A; Charitable Contributions $625.00
|
|
Schedule B; Interest Income Checking $120.00
|
|
Savings $220.00
|
|
Schedule C; Advertising Ads:Magazine $568.00
|
|
Ads:TV $100.00
|
|
|
|
------ < start of file > -------
|
|
V042
|
|
AQuicken 2011 for Windows R1
|
|
D 08/20/2011
|
|
^
|
|
TD
|
|
N280
|
|
C1
|
|
L1
|
|
$-500.00
|
|
X 2/20/2011 Our Checking 1011 United Way
|
|
^
|
|
TD
|
|
N280
|
|
C1
|
|
L1
|
|
$-125.00
|
|
X 2/24/2011 Our Checking 1012 Red Cross
|
|
^
|
|
TS
|
|
N280
|
|
C1
|
|
L1
|
|
$-625.00
|
|
^
|
|
TD
|
|
N287
|
|
C1
|
|
L1
|
|
$90.00
|
|
X 3/24/2011 Our Checking DEP Interest earned
|
|
^
|
|
TD
|
|
N287
|
|
C1
|
|
L1
|
|
$30.00
|
|
X 4/24/2011 Our Checking DEP Interest earned
|
|
^
|
|
TS
|
|
N287
|
|
C1
|
|
L1
|
|
$120.00
|
|
POur Checking
|
|
^
|
|
TD
|
|
N287
|
|
C1
|
|
L2
|
|
$120.00
|
|
X 1/28/2011 Savings 1 DEP Interest earned
|
|
^
|
|
TD
|
|
N287
|
|
C1
|
|
L2
|
|
$100.00
|
|
X 1/30/2011 Savings 1 DEP Interest earned
|
|
^
|
|
TS
|
|
N287
|
|
C1
|
|
L2
|
|
$220.00
|
|
PSavings 1
|
|
^
|
|
TD
|
|
N304
|
|
C1
|
|
L1
|
|
$-568.00
|
|
X 7/12/2011 Our Checking 1056 Newsweek
|
|
^
|
|
TD
|
|
N304
|
|
C1
|
|
L1
|
|
$-100.00
|
|
X 8/7/2011 Our Checking 1060 CBS Airtime
|
|
^
|
|
TS
|
|
N304
|
|
C1
|
|
L1
|
|
$-668.00
|
|
^
|
|
|
|
------ < end of file > -------
|
|
|
|
*** EXAMPLE 2: SCHEDULE D, CAPITAL GAINS AND LOSSES - Taxrefs 321,323,673,682,711,712,713,714,715,716,718:
|
|
|
|
** New rules for reporting cost basis are in effect starting 2011.
|
|
One of the new requirements is to report disallowed wash sale amount. The easiest way
|
|
for us to implement was to use an existing TXF record format. Record Format 5 was
|
|
chosen. If you are reporting a sale that has a disallowed wash amount, use Record Format 5.
|
|
|
|
* You must use record format 4 or 5 for Schedule D transactions.
|
|
It is imperative that you follow the format exactly so that
|
|
the data gets mapped correctly. If you do not have the Date Acquired
|
|
and/or the Cost Basis for the transaction, you still need to follow
|
|
the record format 4 or 5. If you cannot correctly determine whether the
|
|
gain/loss is short term or long term, then use token 673. See Example 2B below.
|
|
|
|
* NOTE: you could use format 5 for all sales (321,323,673,682,711,712,713,714,715,716,718). When there is no disallowed loss amount to report,
|
|
simply leave the last line in the record empty:
|
|
|
|
Ex: Short term sale, no disallowed wash to report: Record format 5. Will go to Copy A of 8949
|
|
TD
|
|
N321
|
|
C1
|
|
L1
|
|
P200 Reebok
|
|
D01/05/2011
|
|
D10/01/2011
|
|
$1,000.00
|
|
$2,000.00
|
|
$
|
|
^
|
|
|
|
**** Example 2A - using record format 4: will go to Form 8949 Copy A
|
|
V042
|
|
AMy Software
|
|
D 10/27/2011
|
|
^
|
|
TD
|
|
N321
|
|
C1
|
|
L1
|
|
P200 Reebok
|
|
D01/05/2011
|
|
D10/01/2011
|
|
$1,000.00
|
|
$2,000.00
|
|
^
|
|
TD
|
|
N323
|
|
C1
|
|
L1
|
|
P400 WalMart
|
|
D08/05/2010
|
|
D09/05/2011
|
|
$4,000.00
|
|
$1,200.00
|
|
^
|
|
|
|
**** Example 2B: Schedule D, Capital Gains or Loss
|
|
Reporting Schedule D when you do not have the date acquired and
|
|
cost basis information. Use record format 4 or 5, but leave the line
|
|
blank. If you are not sure whether the gain/loss is short term or long
|
|
term, then use the taxref 673. Using 673 will go to Copy A of Form 8949.
|
|
^
|
|
TD
|
|
N673
|
|
C1
|
|
L1
|
|
P200 Reebok
|
|
D
|
|
D1/1/2004
|
|
$
|
|
$2,000.00
|
|
^
|
|
|
|
**** Example 2C: Schedule D, Capital Gain or Loss - Wash Sales - Form 8949 Copy A
|
|
^
|
|
TD
|
|
N682
|
|
C1
|
|
L1
|
|
P50 QCOM
|
|
D01/02/2011
|
|
D01/15/2011
|
|
$1500
|
|
$1300
|
|
^
|
|
|
|
**** Example 2D: Short term sale with a disallowed wash amount, use Format 5: (goes to Copy A Form 8949)
|
|
^
|
|
TD
|
|
N321
|
|
C1
|
|
L1
|
|
P50 QCOM
|
|
D01/02/2011
|
|
D01/15/2011
|
|
$1500
|
|
$1300
|
|
$200
|
|
^
|
|
|
|
**** Example 2E: SHort-term and you provide cost basis to customer, but do NOT report to IRS in Box 3 of 1099-B: (goes to Copy B Form 8949)
|
|
^
|
|
TD
|
|
N711
|
|
C1
|
|
L1
|
|
P100 QCOM
|
|
D01/02/2011
|
|
D01/15/2011
|
|
$1700
|
|
$2000
|
|
$
|
|
^
|
|
**** Example 2F: Long-term and you provide cost basis to customer, but do NOT report to IRS in Box 3 of 1099-B: (goes to Copy B Form 8949)
|
|
^
|
|
TD
|
|
N713
|
|
C1
|
|
L1
|
|
P100 QCOM
|
|
D01/02/2010
|
|
D01/15/2011
|
|
$1700
|
|
$2000
|
|
$
|
|
^
|
|
**** Example 2G: Long-term with a disallowed wash amount. Provided cost basis but didn't report to IRS (goes to Copy B Form 8949)
|
|
^
|
|
TD
|
|
N713
|
|
C1
|
|
L1
|
|
P50 QCOM
|
|
D01/02/2010
|
|
D01/15/2011
|
|
$1500
|
|
$1300
|
|
$200
|
|
^
|
|
**** Example 2H: Long-term. No 1099-B issued (goes to Copy C Form 8949)
|
|
^
|
|
TD
|
|
N714
|
|
C1
|
|
L1
|
|
P50 QCOM
|
|
D01/02/2010
|
|
D01/15/2011
|
|
$1500
|
|
$1300
|
|
$200
|
|
^
|
|
____________________________________________________________
|
|
** IX. TABLE FORMAT
|
|
|
|
To mark the start/end of the table the strings "^ START OF TABLE" and
|
|
"^ END OF TABLE" are used. This is to permit developers to use this
|
|
file to define the current set of categories.
|
|
|
|
To permit both accounting packages and tax packages to recognize as needed
|
|
categories which are no longer supported after the end of the current
|
|
category table there is a section marked with "^ START OLD CATEGORY" and
|
|
"^ END OLD CATEGORY"
|
|
|
|
If the layout of the table needs to change then any changes MUST be noted
|
|
so that programs using this file as input can be modified.
|
|
|
|
The current data columns and lengths are as follows:
|
|
Note that the start count is 1 based.
|
|
|
|
Id Start Width Description
|
|
--------------------------------
|
|
L 1 1 Layer
|
|
RNum 3 4 RefNum
|
|
Name 8 30 Name of category (really only 28 chars + two " marks)
|
|
Cpy 39 1 Copy number
|
|
Srt 47 1 Sort type
|
|
Sgn xx x Sign of expected value
|
|
Frm 51 1 Format type
|
|
Line 64 15 Year:Form:Line
|
|
|
|
The "RNum" 00 is used to break between forms, and make this table
|
|
more readable.
|
|
|
|
When a field has not been set then the character "-" is used to fill the
|
|
place.
|
|
|
|
|
|
______________________________________________________________________
|
|
A. Table Column Header Descriptions:
|
|
|
|
"L" - Level Of Indent.
|
|
Valid values are 0-2. 0 represents a form or schedule
|
|
name. 1 represents a section on a form, and 2 is an actual line that can
|
|
be filled in. Only refnums for level 2 items should be exported to tax
|
|
software in the export file.
|
|
|
|
"RNum" - Refnum
|
|
Unique identifier for this tax line. Valid values are 1-999. This value
|
|
may not be reused in other years to mean different items.
|
|
|
|
"Name" - Name of category
|
|
The name the user will see when referring to this tax line item. This
|
|
field must be 30 characters or less in length, and must be enclosed in
|
|
quotes. The name of the form and section should not be included in this
|
|
name as it is implied by the items with a lower indention level above.
|
|
|
|
"Cpy" - Copy
|
|
Valid values are Y and N. If Y, multiple copies of this tax item are
|
|
allowed. This is useful for schedules which may be submitted with many
|
|
copies (like Schedule C).
|
|
|
|
"Srt" - Sort
|
|
Valid values are N, A, C and P. N indicates no sorting or subtotaling
|
|
within the tax line is necessary. A indicates that the items within the
|
|
tax line should be sorted and subtotaled by the asset or liability
|
|
associated with the transaction (the Quicken account). C indicates a
|
|
sorting and subtotaling by the income or expense associated with the
|
|
transaction (the Quicken category). P indicates sorting and subtotaling
|
|
by the name associated with the transaction (the Quicken payee).
|
|
|
|
"Sgn" - Sign
|
|
Valid values are I, E, B and S. I indicates this is an income line and
|
|
that the normal sign for an exported value for this tax line item is '+'.
|
|
E indicates this is an expense line and the normal sign is '-'.
|
|
B indicates either + or - is expected, and 'S' indicates a string value.
|
|
|
|
"Frm" - Record Format
|
|
Valid values are 0-6. See format descriptions in Section VII for more info.
|
|
|
|
"Line" - IRS line location
|
|
The line indicates which year, schedule and line number on the schedule
|
|
this tax item represents. It is provided to uniquely describe the line
|
|
number for the tax software companies and to indicate the last year this
|
|
item was used or updated.
|
|
|
|
More than one category can go to the same line on the tax form. In many
|
|
cases a tax program may present a worksheet with each item listed or
|
|
the items can be just totaled into the line specified.
|
|
|
|
|
|
____________________________________________________________
|
|
** X. CATEGORIES
|
|
|
|
LAST REFNUM = 717
|
|
|
|
When adding new categories you must update the Last Refnum so we can
|
|
always use a new number for new categories.
|
|
|
|
The lines of numbers below specify the layout of the table. The first two
|
|
lines are used to locate the start locations of a field and the third to see
|
|
the length of each field.
|
|
|
|
1 2 3 4 5 6 7
|
|
12345678901234567890123456789012345678901234567890123456789012345678901234567
|
|
1 1234 123456789012345678901234567890 1 1 1 1 123456789012345
|
|
|
|
L RNum Name Cpy Srt Sgn Frm Line
|
|
-----------------------------------------------------------------------------
|
|
^ START OF TABLE
|
|
0 00 "" - - - - -
|
|
0 256 "Form 1040" N N I 1 2011:1040
|
|
2 257 "Other income-misc." N N I 1 2011:1040:21
|
|
2 258 "Sick pay or disab. pay" N N I 1 2011:1040:7
|
|
2 259 "Prizes, awards" N N I 1 2011:1040:21
|
|
2 261 "Alimony received" N N I 1 2011:1040:11
|
|
2 262 "IRA contribution self" N N E 1 2011:1040:32
|
|
2 481 "IRA contribution spouse" N N E 1 2011:1040:32
|
|
2 607 "Med savings contrib, self" N N E 1 2011:1040:25
|
|
2 608 "Med savings contrib, spouse" N N E 1 2011:1040:25
|
|
2 609 "SIMPLE contrib, self" N N E 1 2011:1040:28
|
|
2 610 "SIMPLE contrib, spouse" N N E 1 2011:1040:28
|
|
2 263 "Keogh deduction" N N E 1 2011:1040:28
|
|
2 516 "Keogh deduction, spouse" N N E 1 2011:1040:28
|
|
2 517 "SEP deduction" N N E 1 2011:1040:28
|
|
2 518 "SEP deduction, spouse" N N E 1 2011:1040:28
|
|
2 264 "Alimony paid" N N E 1 2011:1040:31a
|
|
2 265 "Early withd penalty" N N E 1 2011:1040:30
|
|
2 266 "Soc. Sec. income" N N I 1 2011:1040:20a
|
|
2 611 "Fed tax w/h, Soc. Sec. inc." N N E 1 2011:1040:61
|
|
2 483 "Soc. Sec. income, spouse" N N I 1 2011:1040:20a
|
|
2 612 "Fed tax w/h,Soc. Sec.,spouse" N N E 1 2011:1040:61
|
|
2 519 "RR retirement income" N N I 1 2011:1040:20a
|
|
2 613 "Fed tax w/h, RR retire inc." N N E 1 2011:1040:61
|
|
2 520 "RR retirement inc, spouse" N N I 1 2011:1040:20a
|
|
2 614 "Fed tax w/h,RR retire,spouse" N N E 1 2011:1040:61
|
|
2 268 "Fed. estimated tax" N N E 1 2011:1040:62
|
|
2 521 "Fed est. tax, qrtrly" N N E 6 2011:1040:62
|
|
2 269 "Taxable fringe benefits" N N I 1 2011:1040:7
|
|
2 636 "Student loan interest" N N E 1 2011:1040:33
|
|
2 680 "Educator expenses,self" N N E 1 2011:1040:23
|
|
2 681 "Educator expenses,spouse" N N E 1 2011:1040:23
|
|
0 00 "" - - - - -
|
|
0 270 "Schedule A" N N I 1 2011:A
|
|
2 271 "Subscriptions" N N E 1 2011:A:21
|
|
2 272 "Gambling losses" N N E 1 2011:A:28
|
|
2 273 "Medicine and drugs" N N E 1 2011:A:1
|
|
2 274 "Med. transport/lodging" N N E 1 2011:A:1
|
|
2 484 "Doctors, dentists, hosp." N N E 1 2011:A:1
|
|
2 275 "State taxes" N N E 1 2011:A:5
|
|
2 544 "Local taxes" N N E 1 2011:A:5
|
|
2 522 "State est. tax, qrtrly" N N E 6 2011:A:5
|
|
2 276 "Real estate tax" N N E 1 2011:A:6
|
|
2 535 "Personal property taxes" N N E 1 2011:A:7
|
|
2 277 "Other taxes" N N E 3 2011:A:8
|
|
2 280 "Cash charity contributions" N N E 1 2011:A:16
|
|
2 485 "Non-cash charity contrib" N N E 1 2011:A:17
|
|
2 281 "Tax preparation fees" N N E 1 2011:A:22
|
|
2 282 "Investment man. fees" N N E 1 2011:A:23
|
|
2 283 "Home mortgage int. (1098)" N N E 1 2011:A:10
|
|
2 545 "Home mortgage int. (no 1098)" N N E 1 2011:A:11
|
|
2 284 "Points paid" N N E 1 2011:A:12
|
|
2 486 "Misc. (subject to 2%)" N N E 1 2011:A:23
|
|
2 523 "Misc. (not subject to 2%)" N N E 1 2011:A:28
|
|
0 00 "" - - - - -
|
|
0 285 "Schedule B" N N I 1 2011:B
|
|
2 286 "Total dividend income" Y A I 3 2011:1040:9a
|
|
2 683 "Qualified dividend" Y A I 3 2011:1040:9b
|
|
2 487 "Div inc., non-taxable" Y A I 3 2011:1040:8b
|
|
2 488 "Div inc., capital gain dist" Y A I 3 2011:D:13
|
|
2 615 "Fed tax w/h, dividend income" Y A E 3 2011:1040:61
|
|
2 287 "Interest income" Y A I 3 2011:B:1
|
|
2 288 "US govt. interest" Y A I 3 2011:B:1
|
|
2 289 "State and mun. bond int." Y A I 3 2011:B:1
|
|
2 290 "TE priv. act. bond int" Y A I 3 2011:B:1
|
|
2 489 "Interest inc., non-taxable" Y A I 3 2011:B:1
|
|
2 490 "Int inc., fed-tax, state-non" Y A I 3 2011:B:1
|
|
2 491 "Int inc., fed-non, state-tax" Y A I 3 2011:B:1
|
|
2 492 "Int inc., orig issue disc" Y A I 3 2011:B:1
|
|
2 616 "Fed tax w/h, interest income" Y A E 3 2011:1040:61
|
|
2 524 "Seller financed mtge int." Y A I 3 2011:B:1
|
|
0 00 "" - - - - -
|
|
0 291 "Schedule C" Y N I 1 2011:C
|
|
2 292 "Spouse" Y N S 0 2011:C
|
|
2 293 "Gross receipts" Y N I 1 2011:C:1
|
|
2 294 "Meals and entertainment" Y N E 1 2011:C:24b
|
|
2 493 "Purchases, cost of goods" Y N E 1 2011:C:36
|
|
2 494 "Labor, cost of goods sold" Y N E 1 2011:C:37
|
|
2 495 "Materials, cost of goods" Y N E 1 2011:C:38
|
|
2 496 "Other costs, cost of goods" Y N E 1 2011:C:39
|
|
2 296 "Returns and allowances" Y N E 1 2011:C:2
|
|
2 297 "Wages paid" Y N E 1 2011:C:26
|
|
2 298 "Legal and professional" Y N E 1 2011:C:17
|
|
2 299 "Rent on vehicles, mach, eq" Y N E 1 2011:C:20a
|
|
2 300 "Rent on other bus prop" Y N E 1 2011:C:20b
|
|
2 301 "Supplies" Y N E 1 2011:C:22
|
|
2 302 "Other business expense" Y C E 3 2011:C:27
|
|
2 303 "Other business income" Y N I 1 2011:C:6
|
|
2 304 "Advertising" Y N E 1 2011:C:8
|
|
2 305 "Bad debts" Y N E 1 2011:C:27
|
|
2 306 "Car and truck expenses" Y N E 1 2011:C:9
|
|
2 307 "Commissions and fees" Y N E 1 2011:C:10
|
|
2 685 "Contract labor" Y N E 1 2011:C:11
|
|
2 308 "Employee benefits progs." Y N E 1 2011:C:14
|
|
2 309 "Depletion" Y N E 1 2011:C:12
|
|
2 310 "Insurance (not health)" Y N E 1 2011:C:15
|
|
2 311 "Interest expense, mortgage" Y N E 1 2011:C:16a
|
|
2 312 "Interest expense, other" Y N E 1 2011:C:16b
|
|
2 313 "Office expense" Y N E 1 2011:C:18
|
|
2 314 "Pension and profit shrg" Y N E 1 2011:C:19
|
|
2 315 "Repairs and maintenance" Y N E 1 2011:C:21
|
|
2 316 "Taxes and licenses" Y N E 1 2011:C:23
|
|
2 317 "Travel" Y N E 1 2011:C:24a
|
|
2 318 "Utilities" Y N E 1 2011:C:25
|
|
2 319 "Principal business/prof" Y N S 2 2011:C:A
|
|
0 00 "" - - - - -
|
|
0 497 "Schedule C-EZ" Y N I 1 2011:CEZ
|
|
2 498 "Spouse" Y N S 0 2011:CEZ
|
|
2 499 "Gross receipts" Y N I 1 2011:CEZ:1
|
|
2 500 "Total expenses" Y N E 1 2011:CEZ:2
|
|
2 501 "Principal business/prof" Y N S 2 2011:CEZ:A
|
|
0 00 "" - - - - -
|
|
0 320 "Schedule D" Y N I 1 2011:D
|
|
2 321 "ST gain/loss 8949 Copy A" Y N I 4 2011:D:1
|
|
2 711 "ST gain/loss 8949 Copy B" Y N I 4 2011:D:1
|
|
2 712 "ST gain/loss 8949 copy C" Y N I 4 2011:D:1
|
|
2 323 "LT gain/loss 8949 Copy A" Y N I 4 2011:D:8
|
|
2 713 "LT gain/loss 8949 Copy B" Y N I 4 2011:D:8
|
|
2 714 "LT gain/loss 8949 Copy C" Y N I 4 2011:D:8
|
|
2 673 "Short/Long 8949 Copy A" Y N I 4 2011:D
|
|
2 715 "Short/Long 8949 Copy B" Y N I 4 2011:D
|
|
2 716 "Short/Long 8949 Copy C" Y N I 4 2011:D
|
|
2 682 "Wash Sale - 8949 Copy A" Y N I 4 2011:D
|
|
2 718 "Wash Sale - 8949 Copy B" Y N I 4 2011:D
|
|
2 321 "ST gain/loss 8949 Copy A" Y N I 5 2011:D:1
|
|
2 711 "ST gain/loss 8949 Copy B" Y N I 5 2011:D:1
|
|
2 712 "ST gain/loss 8949 copy C" Y N I 5 2011:D:1
|
|
2 323 "LT gain/loss 8949 Copy A" Y N I 5 2011:D:8
|
|
2 713 "LT gain/loss 8949 Copy B" Y N I 5 2011:D:8
|
|
2 714 "LT gain/loss 8949 Copy C" Y N I 5 2011:D:8
|
|
2 673 "Short/Long 8949 Copy A" Y N I 5 2011:D
|
|
2 715 "Short/Long 8949 Copy B" Y N I 5 2011:D
|
|
2 716 "Short/Long 8949 Copy C" Y N I 5 2011:D
|
|
2 682 "Wash Sale - 8949 Copy A" Y N I 5 2011:D
|
|
2 718 "Wash Sale - 8949 Copy B" Y N I 5 2011:D
|
|
2 644 "28% cap gain" Y A I 3 2011:D:18
|
|
2 645 "Unrec sec 1250" Y A I 3 2011:D:19
|
|
2 646 "Sec 1202 gain" Y A I 3 2011:D:8
|
|
0 00 "" - - - - -
|
|
0 325 "Schedule E" Y N I 1 2011:E
|
|
2 326 "Rents received" Y N I 1 2011:E:3
|
|
2 327 "Royalties received" Y N I 1 2011:E:4
|
|
2 328 "Advertising" Y N E 1 2011:E:5
|
|
2 329 "Auto and travel" Y N E 1 2011:E:6
|
|
2 330 "Cleaning and maintenance" Y N E 1 2011:E:7
|
|
2 331 "Commissions" Y N E 1 2011:E:8
|
|
2 332 "Insurance" Y N E 1 2011:E:9
|
|
2 333 "Legal and professional" Y N E 1 2011:E:10
|
|
2 502 "Management fees" Y N E 1 2011:E:11
|
|
2 334 "Mortgage interest exp" Y N E 1 2011:E:12
|
|
2 335 "Other interest expense" Y N E 1 2011:E:13
|
|
2 336 "Repairs" Y N E 1 2011:E:14
|
|
2 337 "Supplies" Y N E 1 2011:E:15
|
|
2 338 "Taxes" Y N E 1 2011:E:16
|
|
2 339 "Utilities" Y N E 1 2011:E:17
|
|
2 341 "Other expenses" Y C E 3 2011:E:18
|
|
2 342 "Kind/location of property" Y N S 2 2011:E:1
|
|
0 00 "" - - - - -
|
|
0 343 "Schedule F" Y N I 1 2011:F
|
|
2 514 "Spouse" Y N S 0 2011:F
|
|
2 543 "Car and truck expense" Y N E 1 2011:F:12
|
|
2 344 "Labor hired" Y N E 1 2011:F:24
|
|
2 345 "Repairs and maintenance" Y N E 1 2011:F:27
|
|
2 346 "Interest expense-mort" Y N E 1 2011:F:23a
|
|
2 347 "Interest expense-other" Y N E 1 2011:F:23b
|
|
2 348 "Rent-land, animals" Y N E 1 2011:F:26b
|
|
2 349 "Rent-veh., mach., equip." Y N E 1 2011:F:26a
|
|
2 350 "Feed purchased" Y N E 1 2011:F:18
|
|
2 351 "Seed and plants purchased" Y N E 1 2011:F:28
|
|
2 352 "Fertilizers and lime" Y N E 1 2011:F:19
|
|
2 353 "Supplies purchased" Y N E 1 2011:F:30
|
|
2 355 "Vet, breeding and medicine" Y N E 1 2011:F:33
|
|
2 356 "Gasoline, fuel, oil" Y N E 1 2011:F:21
|
|
2 357 "Storage and warehousing" Y N E 1 2011:F:29
|
|
2 358 "Taxes" Y N E 1 2011:F:31
|
|
2 359 "Insurance (not health)" Y N E 1 2011:F:22
|
|
2 360 "Utilities" Y N E 1 2011:F:32
|
|
2 361 "Freight and trucking" Y N E 1 2011:F:20
|
|
2 362 "Conservation expense" Y N E 1 2011:F:14
|
|
2 363 "Pension and profit shrg" Y N E 1 2011:F:25
|
|
2 364 "Employee benefit prog." Y N E 1 2011:F:17
|
|
2 365 "Other farm expenses" Y C E 3 2011:F:34
|
|
2 366 "Chemicals" Y N E 1 2011:F:13
|
|
2 367 "Custom hire (mach. work)" Y N E 1 2011:F:15
|
|
2 368 "Sales livestock/crops raised" Y N I 1 2011:F:4
|
|
2 369 "Resales of livestock" Y N I 1 2011:F:1
|
|
2 370 "Custom hire (machine work)" Y N I 1 2011:F:9
|
|
2 371 "Coop. distributions" Y N I 1 2011:F:5a
|
|
2 372 "Agric. pgm payments" Y N I 1 2011:F:6a
|
|
2 373 "CCC loans-election" Y N I 1 2011:F:7a
|
|
2 374 "CCC loans-forfeited" Y N I 1 2011:F:7b
|
|
2 375 "Crop ins. proceeds-recd" Y N I 1 2011:F:8a
|
|
2 376 "Crop ins. proceeds-defd" Y N I 1 2011:F:8d
|
|
2 377 "Other farm income" Y N I 1 2011:F:10
|
|
2 378 "Cost livestock for resale" Y N E 1 2011:F:2
|
|
2 379 "Principal product" Y N S 2 2011:F:A
|
|
0 00 "" - - - - -
|
|
0 565 "Schedule H" Y N I 1 2011:H
|
|
2 567 "Cash wages paid" Y N E 1 2011:H:1
|
|
2 568 "Federal tax withheld" Y N E 1 2011:H:5
|
|
0 00 "" - - - - -
|
|
0 380 "Form 2106" Y N I 1 2011:2106
|
|
2 381 "Education expense" Y N E 1 2011:2106:4
|
|
2 382 "Automobile exp." Y N E 1 2011:2106:1
|
|
2 383 "Travel" Y N E 1 2011:2106:3
|
|
2 384 "Local transportation" Y N E 1 2011:2106:2
|
|
2 385 "Other bus. exp." Y N E 1 2011:2106:4
|
|
2 386 "Meal and entertain. exp" Y N E 1 2011:2106:5
|
|
2 387 "Emp. expense reimb." Y N I 1 2011:2106:7,A
|
|
2 388 "Emp. meal exp reimb" Y N I 1 2011:2106:7,B
|
|
2 389 "Job seeking exp" Y N E 1 2011:2106:4
|
|
2 390 "Special clothing exp" Y N E 1 2011:2106:4
|
|
2 391 "Emp home office exp" Y N E 1 2011:2106:4
|
|
0 00 "" - - - - -
|
|
0 392 "Home Sale Worksheets" Y N I 1 2011:HomeWks
|
|
2 393 "Selling price of old home" Y N I 1 2011:HomeWks:1
|
|
2 394 "Expense of sale" Y N E 1 2011:HomeWks:2
|
|
2 395 "Basis of home sold" Y N E 1 2011:HomeWks:4
|
|
2 398 "Date old home sold" Y N S 2 2011:HomeWks
|
|
0 00 "" - - - - -
|
|
0 400 "Form 2441" N N I 1 2011:2441
|
|
2 401 "Child care - day care" N N E 1 2011:2441:1
|
|
2 402 "Child care - household" N N E 1 2011:2441:1
|
|
0 00 "" - - - - -
|
|
0 403 "Form 3903" Y N I 1 2011:3903
|
|
2 526 "Spouse" Y N S 0 2011:3903
|
|
2 406 "Trans./store hshld goods" Y N E 1 2011:3903:1
|
|
2 407 "Travel and lodging" Y N E 1 2011:3903:2
|
|
0 00 "" - - - - -
|
|
0 503 "Form 4137" Y N I 1 2011:4137
|
|
2 504 "Spouse" Y N S 0 2011:4137
|
|
2 505 "Cash/charge tips received" Y N I 1 2011:4137:1
|
|
0 00 "" - - - - -
|
|
0 412 "Form 4684" Y N I 1 2011:4684
|
|
2 413 "Basis of casualty prop" Y N E 1 2011:4684:2
|
|
2 414 "Insurance/reimb" Y N I 1 2011:4684:3
|
|
2 415 "FMV before casualty" Y N I 1 2011:4684:5
|
|
2 416 "FMV after casualty" Y N I 1 2011:4684:6
|
|
2 417 "Description of property" Y N S 2 2011:4684:1
|
|
0 00 "" - - - - -
|
|
0 418 "Form 4797" N N I 1 2011:4797
|
|
2 419 "LT dep. loss - business" N N E 5 2011:4797:2
|
|
2 420 "LT dep. gain - business" N N I 5 2011:4797:2
|
|
2 421 "ST dep. prop. - business" N N B 5 2011:4797:10
|
|
2 422 "LT dep. loss - res. rent." N N E 5 2011:4797:2
|
|
2 423 "LT dep. gain - res. rent." N N I 5 2011:4797:2
|
|
2 424 "ST dep. prop. - res. rent." N N B 5 2011:4797:10
|
|
0 00 "" - - - - -
|
|
0 569 "Form 4835" Y N I 1 2011:4835
|
|
2 570 "Spouse" Y N S 0 2011:4835
|
|
2 571 "Sale of livestock/produce" Y N I 1 2011:4835:1
|
|
2 572 "Total co-op distributions" Y N I 1 2011:4835:2a
|
|
2 573 "Agricultural program paymnts" Y N I 1 2011:4835:3a
|
|
2 574 "CCC loans reported/election" Y N I 1 2011:4835:4a
|
|
2 575 "CCC loans forfeited/repaid" Y N I 1 2011:4835:4b
|
|
2 576 "Crop ins. proceeds rec'd" Y N I 1 2011:4835:5a
|
|
2 577 "Crop ins. proceeds deferred" Y N I 1 2011:4835:5d
|
|
2 578 "Other income" Y N I 1 2011:4835:6
|
|
2 579 "Car and truck expenses" Y N E 1 2011:4835:8
|
|
2 580 "Chemicals" Y N E 1 2011:4835:9
|
|
2 581 "Conservation expenses" Y N E 1 2011:4835:10
|
|
2 582 "Custom hire (machine work)" Y N E 1 2011:4835:11
|
|
2 583 "Employee benefit programs" Y N E 1 2011:4835:13
|
|
2 584 "Feed purchased" Y N E 1 2011:4835:14
|
|
2 585 "Fertilizers and lime" Y N E 1 2011:4835:15
|
|
2 586 "Freight and trucking" Y N E 1 2011:4835:16
|
|
2 587 "Gasoline, fuel, and oil" Y N E 1 2011:4835:17
|
|
2 588 "Insurance(other than health)" Y N E 1 2011:4835:18
|
|
2 589 "Interest expense, mortgage" Y N E 1 2011:4835:19a
|
|
2 590 "Interest expense, other" Y N E 1 2011:4835:19b
|
|
2 591 "Labor hired" Y N E 1 2011:4835:20
|
|
2 592 "Pension/profit-sharing plans" Y N E 1 2011:4835:21
|
|
2 593 "Rent/lease vehicles, equip." Y N E 1 2011:4835:22a
|
|
2 594 "Rent/lease land, animals" Y N E 1 2011:4835:22b
|
|
2 595 "Repairs and maintenance" Y N E 1 2011:4835:23
|
|
2 596 "Seeds and plants purchased" Y N E 1 2011:4835:24
|
|
2 597 "Storage and warehousing" Y N E 1 2011:4835:25
|
|
2 598 "Supplies purchased" Y N E 1 2011:4835:26
|
|
2 599 "Taxes" Y N E 1 2011:4835:27
|
|
2 600 "Utilities" Y N E 1 2011:4835:28
|
|
2 601 "Vet, breeding, medicine" Y N E 1 2011:4835:29
|
|
2 602 "Other expenses" Y C E 3 2011:4835:30
|
|
0 00 "" - - - - -
|
|
0 425 "Form 4952" N N I 1 2011:4952
|
|
2 426 "Investment interest expense" N N E 1 2011:4952:1
|
|
0 00 "" - - - - -
|
|
0 427 "Form 6252" Y N I 1 2011:6252
|
|
2 428 "Selling price" Y N I 1 2011:6252:5
|
|
2 429 "Debt assumed by buyer" Y N I 1 2011:6252:6
|
|
2 430 "Basis of property sold" Y N E 1 2011:6252:8
|
|
2 431 "Depreciation allowed" Y N I 1 2011:6252:9
|
|
2 432 "Expenses of sale" Y N E 1 2011:6252:11
|
|
2 433 "Gross profit percentage" Y N I 1 2011:6252:19
|
|
2 434 "Payments recd this year" Y N I 1 2011:6252:21
|
|
2 435 "Payments recd prior years" Y N I 1 2011:6252:23
|
|
2 436 "Description of property" Y N S 2 2011:6252:1
|
|
0 00 "" - - - - -
|
|
0 437 "Form 8606" Y N I 1 2011:8606
|
|
2 515 "Spouse" Y N S 0 2011:8606
|
|
2 438 "IRAs value at end of year" Y N E 1 2011:8606:6
|
|
2 439 "IRA contribs-nondeductible" Y N E 1 2011:8606:1
|
|
2 440 "IRA basis at beg of year" Y N E 1 2011:8606:2
|
|
0 00 "" - - - - -
|
|
0 441 "Form 8815" N N I 1 2011:8815
|
|
2 442 "Qual. higher ed. expenses" N N E 1 2011:8815:2
|
|
2 443 "Nontaxable ed. benefits" N N I 1 2011:8815:3
|
|
2 444 "EE US svgs bonds proceeds" N N I 1 2011:8815:5
|
|
2 445 "Post-89 EE bond face value" N N I 1 2011:8815:6
|
|
0 00 "" - - - - -
|
|
0 536 "Form 8829" Y N I 1 2011:8829
|
|
2 537 "Deductible mortgage interest" Y N E 1 2011:8829:10b
|
|
2 538 "Real estate taxes" Y N E 1 2011:8829:11b
|
|
2 539 "Insurance" Y N E 1 2011:8829:17b
|
|
2 540 "Repairs and maintenance" Y N E 1 2011:8829:19b
|
|
2 541 "Utilities" Y N E 1 2011:8829:20b
|
|
2 542 "Other expenses" Y N E 1 2011:8829:21b
|
|
0 00 "" - - - - -
|
|
0 617 "Form 8839" N N I 1 2011:8839
|
|
2 618 "Adoption fees" N N E 1 2011:8839:5
|
|
2 619 "Court costs" N N E 1 2011:8839:5
|
|
2 620 "Attorney fees" N N E 1 2011:8839:5
|
|
2 621 "Traveling expenses" N N E 1 2011:8839:5
|
|
2 622 "Other expenses" N N E 1 2011:8839:5
|
|
0 00 "" - - - - -
|
|
0 639 "Form 8863" N N I 1 2011:8863
|
|
2 637 "Hope cr. qual. expenses" N N E 1 2011:8863:1c
|
|
2 638 "Lifetime cr. qual. expenses" N N E 1 2011:8863:3c
|
|
0 00 "" - - - - -
|
|
0 446 "Schedule K-1 Worksheet" Y N I 1 2011:K1
|
|
2 447 "Spouse" Y N S 0 2011:K1
|
|
2 448 "Ordinary income/loss" Y N B 1 2011:K1:1
|
|
2 449 "Rental real est. inc/loss" Y N B 1 2011:K1:2
|
|
2 450 "Other rental income/loss" Y N B 1 2011:K1:3
|
|
2 451 "Interest income" Y N I 1 2011:K1:5
|
|
2 452 "Dividends" Y N I 1 2011:K1:6a
|
|
2 527 "Royalties" Y N I 1 2011:K1:7
|
|
2 453 "Net ST capital gain/loss" Y N B 1 2011:K1:8
|
|
2 454 "Net LT capital gain/loss" Y N B 1 2011:K1:9a
|
|
2 674 "28% rate gain(loss)" Y N B 1 2011:K1:9b
|
|
2 455 "Guaranteed payments" Y N I 1 2011:K1:4
|
|
2 456 "Net sec 1231 gain/loss" Y N B 1 2011:K1:10
|
|
2 676 "Other Income (loss)" Y N B 1 2011:K1:11
|
|
2 528 "Tax-exempt interest" Y N I 1 2011:K1:18
|
|
2 679 "Total Foreign Taxes" Y N E 1 2011:K1:16
|
|
2 457 "Partnership or S corp name" Y N S 2 2011:K1:A
|
|
0 00 "" - - - - -
|
|
0 458 "W-2" Y N I 1 2011:W2
|
|
2 460 "Salary" Y N I 1 2011:W2:1
|
|
2 461 "Federal withholding" Y N E 1 2011:W2:2
|
|
2 462 "Soc Sec tax withholding" Y N E 1 2011:W2:4
|
|
2 463 "Local withholding" Y N E 1 2011:W2:19
|
|
2 480 "Medicare tax withholding" Y N E 1 2011:W2:6
|
|
2 464 "State withholding" Y N E 1 2011:W2:17
|
|
2 465 "Dependent care benefits" Y N I 1 2011:W2:10
|
|
2 267 "Moving exp. reimb." Y N I 1 2011:W2:12
|
|
2 466 "Payer" Y N S 2 2011:W2:c
|
|
2 506 "Salary, spouse" Y N I 1 2011:W2:1
|
|
2 507 "Federal withholding,spouse" Y N E 1 2011:W2:2
|
|
2 508 "Soc Sec tax withhld, spouse" Y N E 1 2011:W2:4
|
|
2 509 "Local withholding, spouse" Y N E 1 2011:W2:19
|
|
2 510 "Medicare tax withhld, spouse" Y N E 1 2011:W2:6
|
|
2 511 "State withholding, spouse" Y N E 1 2011:W2:17
|
|
2 512 "Dependent care ben., spouse" Y N I 1 2011:W2:10
|
|
2 546 "Moving exp. reimb., spouse" Y N I 1 2011:W2:12
|
|
2 513 "Payer, spouse" Y N S 2 2011:W2:c
|
|
0 00 "" - - - - -
|
|
0 547 "W-2G" Y N I 1 2011:W-2G
|
|
2 548 "Spouse" Y N S 0 2011:W-2G
|
|
2 549 "Gross winnings" Y N I 1 2011:W-2G:1
|
|
2 550 "Federal tax withheld" Y N E 1 2011:W-2G:2
|
|
2 551 "State tax withheld" Y N E 1 2011:W-2G:14
|
|
2 552 "Payer" Y N S 2 2011:W-2G
|
|
0 00 "" - - - - -
|
|
0 553 "1099-MISC" Y N I 1 2011:1099-MISC
|
|
2 554 "Spouse" Y N S 0 2011:1099-MISC
|
|
2 555 "Rents" Y N I 1 2011:1099-MISC:1
|
|
2 556 "Royalties" Y N I 1 2011:1099-MISC:2
|
|
2 557 "Other income" Y N I 1 2011:1099-MISC:3
|
|
2 558 "Federal tax withheld" Y N E 1 2011:1099-MISC:4
|
|
2 559 "Fishing boat proceeds" Y N I 1 2011:1099-MISC:5
|
|
2 560 "Medical/health payments" Y N I 1 2011:1099-MISC:6
|
|
2 561 "Nonemployee compensation" Y N I 1 2011:1099-MISC:7
|
|
2 562 "Crop insurance proceeds" Y N I 1 2011:1099-MISC:10
|
|
2 563 "State tax withheld" Y N E 1 2011:1099-MISC:16
|
|
2 564 "Payer" Y N S 2 2011:1099-MISC
|
|
2 654 "State ID" Y N S 2 2011:1099-MISC:17
|
|
2 674 "Substitute payments " Y N I 1 2011:1099-MISC:8
|
|
2 675 "Gross proceeds to atty " Y N I 1 2011:1099-MISC:14
|
|
2 676 "Excess golden parachute" Y N I 1 2011:1099-MISC:13
|
|
0 00 "" - - - - -
|
|
0 473 "1099R" Y N I 1 2011:1099R
|
|
2 474 "Spouse" Y N S 0 2011:1099R
|
|
2 475 "Pension total dist - gross" Y N I 1 2011:1099R:1
|
|
2 476 "Pension total dist - taxable" Y N I 1 2011:1099R:2a
|
|
2 529 "Pension federal withholding" Y N E 1 2011:1099R:4
|
|
2 530 "Pension state withholding" Y N E 1 2011:1099R:12
|
|
2 531 "Pension local withholding" Y N E 1 2011:1099R:15
|
|
2 667 "Pension Distrib code 7A" Y N S 2 2011:1099R:7a
|
|
2 668 "Pension Distrib code 7b" Y N S 2 2011:1099R:7b
|
|
2 669 "Pension State ID" Y N S 2 2011:1099R:13
|
|
2 670 "Pension Tax. not determined" Y N S 2 2011:1099R:2b
|
|
2 671 "Pension Total distribution" Y N S 2 2011:1099R:2b
|
|
2 603 "Pension Payer" Y N S 2 2011:1099R
|
|
2 477 "IRA total dist - gross" Y N I 1 2011:1099R:1
|
|
2 478 "IRA total dist - taxable" Y N I 1 2011:1099R:2a
|
|
2 532 "IRA federal withholding" Y N E 1 2011:1099R:4
|
|
2 533 "IRA state withholding" Y N E 1 2011:1099R:12
|
|
2 534 "IRA local withholding" Y N E 1 2011:1099R:15
|
|
2 655 "IRA Distribution code 7A" Y N S 2 2011:1099R:7a
|
|
2 656 "IRA Distribution code 7b" Y N S 2 2011:1099R:7b
|
|
2 664 "IRA State ID" Y N S 2 2011:1099R:13
|
|
2 665 "IRA Taxable not determined" Y N S 2 2011:1099R:2b
|
|
2 666 "IRA Total distribution" Y N S 2 2011:1099R:2b
|
|
2 604 "IRA Payer" Y N S 2 2011:1099R
|
|
2 623 "SIMPLE total distrib-gross" Y N I 1 2011:1099R:1
|
|
2 624 "SIMPLE total distrib-taxable" Y N I 1 2011:1099R:2a
|
|
2 625 "SIMPLE federal withholding" Y N E 1 2011:1099R:4
|
|
2 626 "SIMPLE state withholding" Y N E 1 2011:1099R:12
|
|
2 627 "SIMPLE local withholding" Y N E 1 2011:1099R:15
|
|
2 628 "SIMPLE Payer" Y N S 2 2011:1099R
|
|
2 655 "Distribution code 7A" Y N S 2 2011:1099R:7a
|
|
2 656 "Distribution code 7b" Y N S 2 2011:1099R:7b
|
|
2 664 "State ID" Y N S 2 2011:1099R:13
|
|
2 665 "Taxable not determined" Y N S 2 2011:1099R:2b
|
|
2 666 "Total distribution" Y N S 2 2011:1099R:2b
|
|
0 00 "" - - - - -
|
|
0 629 "1099-SA" Y N I 1 2011:1099-SA
|
|
2 630 "Spouse" Y N S 0 2011:1099-SA
|
|
2 631 "gross distribution" Y N I 1 2011:1099-SA:1
|
|
2 632 "earnings-excess contrib" Y N I 1 2011:1099-SA:2
|
|
2 633 "Payer" Y N S 2 2011:1099-SA
|
|
0 00 "" - - - - -
|
|
0 634 "1099-G" Y N I 1 2011:1099-G
|
|
2 635 "Spouse" Y N S 0 2011:1099-G
|
|
2 479 "Unemployment comp" Y N I 1 2011:1099-G:1
|
|
2 605 "Unemployment comp repaid" Y N E 1 2011:1040:19
|
|
2 260 "State and local refunds" y N I 1 2011:1099-G:2
|
|
2 606 "Fed tax w/h,unemploymt comp" Y N E 1 2011:1099-G:4
|
|
0 00 "" - - - - -
|
|
0 640 "1099 INT" N N I 1 2011:1099-INT
|
|
2 641 "Foreign tax, int" Y A E 3 2011:1099Int:6
|
|
2 642 "Foreign country, int" Y A S 2 2011:1099Int:7
|
|
2 653 "Intestment expense, int" Y A E 3 2011:1099Int:5
|
|
0 00 "" - - - - -
|
|
0 643 "1099 Div" N N I 1 2011:1099-DIV
|
|
2 647 "NonTaxable distributions" Y A I 3 2011:1099Div:3
|
|
2 648 "Investment Expense, div" Y A E 3 2011:1099Div:5
|
|
2 649 "Foreign tax, div" Y A E 3 2011:1099Div:6
|
|
2 650 "Foreign country, div" Y A S 2 2011:1099Div:7
|
|
2 651 "Cash liquidation" Y A I 3 2011:1099Div:8
|
|
2 652 "Non-cash liquidation" Y A I 3 2011:1099Div:9
|
|
0 00 "" - - - -
|
|
0 657 "1099 OID" N N I 1 2011:1099-OID
|
|
2 658 "Other periodic int,OID" Y A I 3 2011:1099OID:2
|
|
2 659 "Early wdrawal pen, OID" Y A E 3 2011:1099OID:3
|
|
2 660 "Fed tax wheld, OID" Y A E 3 2011:1099OID:4
|
|
2 661 "Description" Y A S 2 2011:1099OID:5
|
|
2 662 "OID, US treas obligl" Y A I 3 2011:1099OID:6
|
|
2 663 "Investment Expense, OID" Y A E 3 2011:1099OID:7
|
|
0 00 "" - - - - -
|
|
0 678 "1099 Q" N N I 1 2011:1099-Q
|
|
2 672 "Gross distribution" Y N I 1 2011:1099-Q:1
|
|
^ END OF TABLE
|
|
|
|
|
|
^ START OLD CATEGORIES
|
|
0 00 "" - - - - -
|
|
0 467 "W-2P" Y N I 1 1990:W-2P
|
|
2 468 "Spouse" Y N I 0 1990:W-2P:
|
|
2 469 "Pensions and annuities-gross" Y N I 3 1990:W-2P:9
|
|
2 470 "Pensions and annuities-txble" Y N I 3 1990:W-2P:10
|
|
2 471 "IRA distributions - gross" Y N I 3 1990:W-2P:9
|
|
2 472 "IRA distributions - taxable" Y N I 3 1990:W-2P:10
|
|
2 354 "Breeding fees" Y N E 1 1993:F:33
|
|
2 340 "Wages paid" Y N E 1 1990:E:17
|
|
2 295 "Cost of goods sold" Y N E 1 1992:C:37
|
|
2 322 "ST gain/loss - other" Y N I 4 1992:D:1d
|
|
2 324 "LT gain/loss - other" Y N I 4 1992:D:9d
|
|
2 404 "Meals during moving" Y N E 1 1993:3903:6
|
|
2 405 "Meals househunting & temp" Y N E 1 1993:3903:11
|
|
2 408 "Pre-moving expense" Y N E 1 1993:3903:9
|
|
2 409 "Temp. living exp." Y N E 1 1993:3903:10
|
|
2 410 "Moving sale cost" Y N E 1 1993:3903:14
|
|
2 411 "Moving purch. cost" Y N E 1 1993:3903:15
|
|
2 459 "Spouse" Y N S 0 1995:W2
|
|
2 566 "Spouse" N N S 0 1995:H
|
|
2 482 "IRA contrib,non-work spouse" N N E 1 2000:1040:23
|
|
2 525 "Spouse" Y N S 0 2000:HomeWks
|
|
2 396 "Fixing-up expenses" Y N E 1 2000:HomeWksPart3:8
|
|
2 397 "Cost of new home" Y N I 1 2000:HomeWksPart3:11b
|
|
2 399 "Date moved into new home" Y N S 2 2000:WksPart3:11a
|
|
2 675 "Qualified 5-year gain" Y N B 1 2003:K1:4e3
|
|
2 677 "Qualified 5-year gain" Y A I 3 2004:D:35
|
|
2 684 "Div inc., PostMay5 cap gain" Y A I 3 2004:D:13
|
|
|
|
|
|
^ END OLD CATEGORIES
|