Line-by-line help Free File Fillable Forms

This form has limitations you should view.

• Filing Status – Check the box that apply to you and your filing status.
• Digital Asset question – You must check the YES or NO box.
• Dependent information To properly save the information you must complete lines 1, 2, 3, and 4 for each dependent you list on your return.
• Lines 1a through 1d are manual entries.
• Line 1e calculates from Form 2441, line 26, with an "Add" button for the form.
• Line 1f calculates from Form 8839, line 31, with an "Add" button for the form.
• Line 1g calculates from Form 8919, line 6, with an "Add" button for the form.
• 1h is manual entry with three (3) entry areas.
• Line 1i is a manual entry.
• Line 1z calculates lines 1a through 1h.
• Line 2a is a manual numeric entry.
• Line 2b is a manual numeric entry with an "Add" button for Schedule B.
• Line 3a is a manual numeric entry with three entry areas. Under the words "Qualified dividends" there is (1) a dropdown menu to indicate Form 8814 (2) an associated area to indicate a Form 8814 amount and to the right of those areas.
• Line 3b is a manual numeric entry with three entry areas. Under the words "Qualified dividends" there is (1) a dropdown menu to indicate Form 8814 (2) an associated area to indicate a Form 8814 amount.
• Line 3c is a manual entry checkbox.
• Line 4a is a manual numeric entry for your total distributions.
• Line 4b is a manual numeric entry in the column.
• Line 4c is a manual entry check box.
• Line 5a is a manual numeric entry.
• Line 5b is a manual numeric entry.
• Line 5c is a manual entry checkbox.
• Line 6a is a manual numeric entry.
• Line 6b is a manual numeric entry.
• Line 6c is a manual entry checkbox.
• Line 6d is a manual entry check box.
• Line 7a is a manual entry with an "Add" button for Schedule D. If entering a loss, precede your number with a minus (-) sign.
• Line 7b is a manual entry checkbox.
• Line 8 calculates the amount from Schedule 1, line 10. The "Add" button will open Schedule 1.
• Line 9 calculates lines 1z, 2b, 3b, 4b, 5b, 6b, 7a and 8.
• Line 10 calculates the amount from Schedule 1, line 26. The "Add" button will open Schedule 1.
• Line 11a subtracts line 10 from line 9.
• Line 11b prepopulates the amount from 11a.
• Lines 12a – 12d are manual entry checkboxes.
• Line 12e is a manual entry checkbox. The “Add” button will open Schedule 1-A.
• Line 13a is manual entry. The first "Add" button will open Form 8995. The second "Add" button will open Form 8995-A.
• Line 13b calculates the amount from Schedule 1-A, line 38. The “Add” button will open Schedule 1-A.
• Line 14 calculates, adding lines 12e, 13a, and 13b.
• Line 15 calculates, subtracting line 14 from line 11b.
• Line 16 is a manual entry of tax in the far right-hand column. Review the Form 1040 instructions for the three checkboxes. Do not check any of the boxes or enter any information associated with these checkboxes unless you are instructed to do so.
  • Checkbox 1- Checking this box indicates you have tax associated with Form 8814. Below line 16, but above line 17 is an "Add" button for Form 8814 and an area to enter the tax associated with Form 8814. Complete and follow the instructions for Form 8814.
  • Checkbox 2- Checking this box indicates you have tax associated with Form 4972. Below checkbox 2 are two "Add" buttons. The left button opens Form 4972 for the "Taxpayer". The right button opens Form 4972 for the "Spouse". Open the correct Form 4972 and follow the form instructions.
  • Checkbox 3- Checking this box indicates you have specific and additional tax to declare. The area to the right of the checkbox is for entering this additional tax amount. The dropdown menu, below the amount area, contains the codes associated with checkbox 3.
• Line 17 calculates by transferring the amount from Schedule 2, line 3. The "Add" button will open Schedule 2.
• Line 18 calculates by adding lines 16 and 17.
• Line 19 is a manual entry of the Child Tax Credit and Credit for Other Dependents. The “Add” button will open Schedule 8812.
• Line 20 calculates by transferring the amount from Schedule 3, line 8. The "Add" button will open Schedule 3.
• Line 21 calculates by adding lines 19 and 20.
• Line 22 calculates by subtracting line 21 from line 18.
• Line 23 calculates by transferring the amount from Schedule 2, line 21. The "Add" button will open Schedule 2.
• Line 24 calculates by adding lines 22 and 23.
• Line 25a, 25b and 25c are manual entries.
• Line 25d calculates by addling lines 25a, 25b and 25c.
• Line 26 is a manual entry.
• Line 27a is manual entry. The "Add" button will open Schedule EIC.
• Line 27b and 27c are a manual entry checkbox.
• Line 28 is manual entry. The "Add" button will open Schedule 8812.
• Line 29 calculates from Form 8863, line 8. The "Add" button will open Form 8863.
• Line 30 calculates from Form 8839, line 13.
• Line 31 calculates from Schedule 3, line 15. The "Add" button will open Schedule 3.
• Line 32 calculates by adding lines 27a, 28, 29, 30, and 31.
• Line 33 calculates by adding lines 25d, 26 and 32.
• Line 34 calculates any overpaid amount, subtracting line 24 from line 33. If there is no overpayment, the area will remain blank.
• Line 35a calculates from line 34. If there is an Estimated Tax Penalty amount on line 38, that amount is deducted as part of the calculation. The line also contains a checkbox for Form 8888. If you do not intend to split your refund to purchase U.S. Savings Bonds and/or direct your refund into more than one financial institution, DO NOT check the box or attach Form 8888. Additionally, any amount entered on Form 1040, line 36 will be included in the calculation.
  • Line 35b is manual entry of routing number. Make sure this number is correct.
  • Line 35c is manual selection of a checkbox for checking or savings.
  • Line 35d is manual entry of account number. Make sure this number is correct.
• Line 36 is a manual entry of the refund amount you want to apply to estimated taxes for the following tax year. This amount will be included in line 35a calculation, when "Do the Math" is selected.
• Line 37 calculates the amount you owe, subtracting line 33 from line 24; otherwise, it remains blank. When there is an amount on line 38, the amount from line 38 is added to line 37.
• Line 38 calculates from Form 2210, line 19. Line 38 is subtracted from line 35a or added to line 37.
• Third Party Designee: Review the form instructions for manual entry into these areas.
• Signature area:
  • Complete the occupation area for the Primary Taxpayer (and Spouse if filing jointly)
  • Not everyone has a six-digit Identity Protection PIN, but if you have received one from the IRS through the mail, enter it. (NOTE: This is not the signature PIN used to sign the return). Also, enter the Spouse Identity Protection PIN if your Spouse has one.
  • Signing the return takes place in STEP 4. When you have completed your tax return, select STEP 4 to sign your return.

This form will not transmit with your return.

• Transmission errors will result if you enter any special characters (e.g., & $) commas or apostrophes in the Payer's name. Also, do not enter any foreign characters.
• Enter information on this form as it appears in your paper form.
• Always use the Dropdown menu for entering your state abbreviation.
• All fields on this form are manual entry. Instructions on specific boxes are below:

Box 7 has two menus for selecting distribution code(s) and a checkbox. The entry area will allow you to enter no more than a two-character code. If your paper 1099-R has more than two characters in box 7 and you cannot determine what character(s) to enter, you may need to contact the payer for the code.

Part I - Additional Income

• Line 1 is a manual entry.
• Line 2a and 2b are manual entries.
• Line 3 calculates from the amount shown on line 31 from all Schedule C's., (Schedule C, line 31 is a manual entry). The "Add" button opens a Schedule C.
• Line 4 calculates from Form 4797, line 18b. There is a checkbox to indicate Form 4684 is attached to the return. The "Add" button opens Form 4797.
• Line 5 calculates from Schedule E, line 26 or line 41. Amounts from all completed Schedule E's will total on this line. The "Add" button opens a Schedule E.
• Line 6 calculates the amount shown on Schedule F line 34. The "Add" button opens a Schedule F.
• Line 7 is a manual entry.
• Line 8a is a manual entry with an "Add NOL Statement" button. Enter your loss without a minus sign and complete the statement.
• Lines 8b through 8v are manual entry.
• Line 8z calculates the amounts entered in the “Add/View Other Income Statement”.
• Line 9 calculates lines 8a through 8z.
• Line 10 calculates, adding lines 1 through 7 and line 9. This amount is transfers to Form 1040, line 8.

Part II - Adjustments to income

• Line 11 is a manual entry.
• Line 12 is manual entry. There are two "Add" buttons. Selecting the first "Add" button opens Form 2106 for the Primary. Selecting the second "Add" button opens Form 2106 for the Spouse. When adding Form 2106, be certain to select the correct one.
• Line 13 calculates from Form 8889, line 13, when Form 8889 is complete and line 13 contains a figure greater than zero. Select the appropriate “Add” button for Primary or Spouse. Line 13 will sum the amounts from the Primary’s and Spouse's Form 8889.
• Line 14 is a manual entry. The "Add" button opens Form 3903. Refer to Form 3903 instructions or Publication 521.
• Line 15 calculates from Schedule SE line 13. Select the correct “Add” button for the Primary and Spouse. Line 15 will sum the amounts from the Primary’s and Spouse's Schedule SE.
• Lines 16, 17 and 18 are manual entry.
• Lines 19a, 19b and 19c are manual entry.
• Line 20 is a manual entry.
• Line 21 is manual entry.
• Line 22 is reserved for future use.
• Line 23 calculates from Form 8853, line 5.
• Lines 24a through 24k are manual entry.
• Line 24z has two additional entry areas before the column. Area (1) is a manual entry to enter the description. Area (2) is a manual entry of the Amount associated with the description. When you enter an amount in (1) and (2) and select "Do the Math", that amount will calculate line 24z.
• Line 25 calculates by adding lines 24a through 24z
• Line 26 calculates by adding lines 11 through 23 and line 25. This amount transfers to Form 1040, line 10.

Part I

• Line 1a calculates from Form 8962 line 29. The "Add" button opens a Form 8962.
• Lines 1b through 1y are manual entries.
• Line 1z calculates lines 1a through 1y.
• Line 2 calculates from Form 6251, line 11. The "Add" button opens Form 6251.
• Line 3 calculates by adding lines 1z and 2. This amount transfers and becomes part of the calculation on Form 1040, line 17.

Part II

• Line 4 calculates from Schedule SE, line 12. There are two “Add” buttons to open Schedule SE: Taxpayer and Spouse. Review the form instructions to determine if you should check boxes 1,2 and/or 3.
• Line 5 calculates the sum of Form 4137, line 13 and has two "Add" buttons: Taxpayer and Spouse.
• Line 6 calculates the sum of Form 8919, line 13 and has two "Add" buttons: Taxpayer and Spouse.
• Line 7 calculates by adding lines 5 and 6.
• Line 8 is manual entry. It has two "Add" buttons: Taxpayer and Spouse, which opens Form 5329. There is also a checkbox to indicate that Form 5329 is not required.
• Line 9 calculates by transferring the amount from all Schedule H's. Line 9 has two "Add" buttons: Taxpayer and Spouse.
• Line 10 is reserved for future use.
• Line 11 calculates by transferring the amount from Form 8959, line 18. The "Add" button opens Form 8959.
• Line 12 calculates by transferring the amount from Form 8960, line 17. The “Add” button opens Form 8960.
• Lines 13, 14 and 15 are manual entries.
• Line 16 calculates by transferring the amount from Form 8611, line 14. The "Add" button adds Form 8611.
• Line 17a is manual entry with a description area and an amount area, in the column.
• Line 17b is a manual entry.
• Line 17c calculates by transferring the amount from Form 8889, line 17b. The "Add" button adds Form 8889.
• Line 17d calculates by transferring the amount from Form 8889, line 21. The "Add" button adds Form 8889.
• Line 17e calculates by transferring the amount from Form 8853, line 9b. The "Add" button adds Form 8853.
• Line 17f calculates by transferring the amount from Form 8853, line 13b. The "Add" button adds Form 8853.
• Lines 17g through 17q are manual entry.
• Line 17z is a manual entry in the column with a dropdown menu to describe the other taxes.
• Line 18 calculates by adding lines 17a through 17z.
• Line 19 is a manual entry. The "Add" button adds Form 4255.
• Line 20 is not supported. Form 965-A is not supported. You cannot enter any amount for this line.
• Line 21 calculates by adding lines 4, 7 through 16, 18 and 19. This amount transfers to Form 1040, line 23.

Part I - Nonrefundable Credits

• Line 1 is manual entry. The "Add" button opens Form 1116.
• Line 2 calculates from Form 2441, line 11. The "Add" button opens Form 2441.
• Line 3 calculates from Form 8863, line 19. The "Add" button opens Form 8863.
• Line 4 calculates from Form 8880, line 12. The "Add" button opens Form 8880.
• Line 5a calculates from Form 5695, line 15, when greater than zero. The "Add" button opens Form 5695.
• Line 5b calculates from form 5695, line 32, when greater than zero. The "Add" button opens Form 5695.
• Line 6a calculates by transferring the amount from Form 3800, line 38. The "Add" button opens Form 3800.
• Line 6b calculates by transferring the amount from Form 8801, line 25. The "Add" button opens Form 8801.
• Line 6c calculates by transferring the amount from Form 8839, line 18. The "Add" button opens Form 8839.
• Line 6d calculates by transferring the amount from Schedule R, line 22. The "Add" button opens Schedule R.
• Line 6e is reserved for future use.
• Line 6f calculates by transferring the amount from Form 8936, line 13. The "Add" button opens Form 8936.
• Line 6g calculates by transferring the amount from Form 8396, line 9. The "Add" button opens Form 8396.
• Line 6h calculates by transferring the amount from Form 8959, line 3. The "Add" button opens Form 8959.
• Line 6i calculates by transferring the amount from Form 8834, line 7. The "Add" button opens Form 8834.
• Line 6j calculates by transferring the amount from Form 8911, line 10. The "Add" button opens Form 8911.
• Line 6k Form 8912 is not supported.
• Line 6l Form 8978 is not supported.
• Line 6m calculates by transferring the amount from Form 8936, line 18. The "Add" button opens Form 8936.
• Line 6z is manual entry with a description area for the credit amount.
• Line 7 calculates by adding lines 6a through 6z.
• Line 8 calculates by adding lines 1 through 4, 5a, 5b and line 7. This amount transfers to Form 1040, line 20.

Part II - Other payments and refundable credits

• Line 9 calculates from Form 8962, line 26. The "Add" button opens Form 8962.
• Line 10 and 11 are manual entries.
• Line 12 calculates from Form 4136 line 17. The " Add " button opens Form 4136.
• Line 13a calculates from Form 2439, Box 2. The " Add " button opens Form 2439.
• Line 13b is manual entry.
• Line 13c calculates from Form 3800, Part III, line 6, column (i). The "Add" button opens Form 3800.
• Line 13d is not supported.
• Line 13z calculates when information is entered in the description area.
• Line 14 calculates by adding lines 13a through 13z.
• Line 15 calculates by adding lines 9 through 12 and 14. This amount is transferred to Form 1040, line 31.

• Line 1 calculates by receiving the amount from Form 1040, line 11a.
• Lines 2a, 2b and 2c are manual entry.
• Line 2d calculates by adding 2a, 2b and 2c.
• Line 3 calculates by adding lines 1 and 2d.
• Line 4 is manual entry.
• Line 5 calculates line 4 times the amount shown in the line instructions.
• Line 6 is a manual entry.
• Line 7 calculates by multiplying line 6 by the amount shown in the line instructions.
• Line 8 calculates by adding lines 5 and 7.
• Line 9 calculates by applying the amount associated with the filing status.
• Line 10 calculates by subtracting line 9 from line 3.
• Line 11 calculates by multiplying line 10 by the percentage shown.
• Line 12 calculates by subtracting line 11 from line 8. The Yes/No checkboxes receive a checkmark based on the calculation.
• Line 13 is manual entry.
• Line 14 calculates the smaller of lines 12 or 13.
• Line 15 is reserved for future use.
• Line 16a is manual entry.
• Line 16b has a manual entry box for the number of children. Line 16b will calculate once “Do the math” is selected.
• Line 17 calculates the smaller of lines 16a or 16b.
• Lines 18a and 18b are manual entry.
• Line 19 calculates. When the amount on line 18a is greater than the amount shown in the text of line 19, the "Yes" and “No” boxes will prepopulate accordingly.
• Line 20 calculates by multiplying line 19 by the percentage shown on the line 20 instructions and checks the appropriate checkbox.
• Lines 21 and 22 are manual entries.
• Line 23 calculates by adding lines 21 and 22
• Line 24 is manual entry.
• Line 25 calculates by subtracting line 24 from line 23.
• Line 26 is manual entry.
• Line 27 is manual entry. You must manually enter the number on Form 1040, line 28.

This form has limitations you should view.

Schedule A must be complete.

• Line 1 is a manual entry.
• Line 2 will transfer the amount from Form 1040, line 11b.
• Line 3 calculates by multiplying line 2 by the percentage shown on line 3.
• Line 4 calculates by subtracting line 3 from line 1.
• Line 5a is a manual entry with a checkbox before the column.
• Lines 5b and 5c are manual entry
• Line 5d calculates the sum of lines 5a, 5b and 5c.
• Line 5e is a manual entry
• Line 6 calculates when information is entered in both “type” and “amount” boxes.
• Line 7 calculates the sum of lines 5e and 6.
• Line 8 has a checkbox and directs you to the instructions for Schedule A.
• Line 8a is a manual entry.
• Line 8b is manual entry. Use the space provided to enter the Name, SSN, and Address. If you have more than one entity to enter, you cannot use Fillable Forms.
• Line 8c is manual entry.
• Line 8d is reserved for future use.
• Line 8e calculates by adding lines 8a through 8c.
• Line 9 is a manual entry. The "Add" button opens Form 4952.
• Line 10 calculates the sum of lines 8e and 9.
• Lines 11, 12 and 13 are manual entries. Line 12 has an "Add" button that opens Form 8283.
• Line 14 is a manual entry.
• Line 15 calculates by receiving the amount from Form 4684, line 18. The "Add" button opens Form 4684.
• Line 16 has a calculated column and two lines that each have two grey entry areas. The description areas have menus. Use these areas to describe the deduction. Use the associated grey area to enter the corresponding amount. Complete the upper description and amount areas first. If you have more than two items, you will not be able to e-file.
• Line 17 calculates lines 4 through 16. This amount will not transfer to Form 1040. You must manually enter this number on Form 1040, line 12e.
• Line 18 is manual entry checkbox.

• Line 1 has multiple manual entry lines, for both payer and amount. You must enter a payer’s name and an amount for the form to calculate properly. The "Add" button opens the Additional Interest Payers. Below the “Add” button, the following lines appear:
  • A calculated Interest Subtotal, which totals the interest amounts entered.
  • A manual entry for Nominee Distributions
  • A manual entry for Accrued Interest
  • A manual entry for OID Adjustment
  • A manual entry for ABP Adjustment
• Line 2 calculates by adding all entries on line 1.
• Line 3 calculates from Form 8815, line 14.
• Line 4 calculates by subtracting line 3 from line 2. You must manually transfer the amount to Form 1040, line 2b.
• Line 5 has multiple manual entry lines, for both payer and amounts. You must enter a payer’s name and an amount for the form to calculate properly. The "Add" button opens the Additional Dividends Statement. Below the “Add” button, the following lines appear:
  • A calculated Dividend Subtotal, which totals the dividend amounts entered.
  • A manual entry for Nominee Distributions
• Line 6 calculates by adding all entries on line 5. You must manually transfer the amount to Form 1040, line 3b.
• Line 7a is a manual selection of Yes/No radio buttons.
• Line 7b is a manual selection of Yes/No radio buttons. The “Add” button allows you to add and remove foreign countries.
• Line 8 is a manual entry of Yes/No radio buttons.

You may add multiple copies of Schedule C. Each Schedule C you complete will total to Schedule 1, line 3.

Complete the information above Part I before entering any figures.

• Lines 1 and 2 are manual entries.
• Line 3 calculates line by subtracting line 2 from line 1.
• Line 4 calculates from line 42.
• Line 5 calculates line by subtracting line 4 from line 3.
• Line 6 is a manual entry.
• Line 7 calculates the sum of lines 5 and 6.
• Lines 8 through 26 are manual entries.
• Line 27a is not supported.
• Line 27b calculates from line 48.
• Line 28 calculates the sum of lines 8 through 27b.
• Line 29 calculates line by subtracting line 28 from line 7.
• Line 30 is a manual entry. The "Add" button opens Form 8829.
• Line 31 is a manual entry. It has a drop-down menu for selecting PAL. This amount transfers to Schedule 1, line 3.
• Line 32 is manual entry of radio buttons for 32a or 32b. The "Add" button opens Form 6198.
• Line 33 is manual selection of radio buttons for a, b, or c.
• Line 34 is a manual selection of a Yes/No radio button.
• Lines 35 through 39 are manual entry.
• Line 40 calculates the sum of lines 35 through 39.
• Line 41 is a manual entry.
• Line 42 calculates by subtracting line 41 from line 40. The amount transfers to line 4.
• Lines 43 and 44a,b,c are manual entry.
• Lines 45 through 47b are Yes/No radio button selections.
• Line 48 calculates all of Part V, Other Expense and transfers the amount to line 27b.

Make a Yes / No selection at the top of Schedule D.

Parts I and II contain an "Add" button for Form 8949.

• Line 1a columns (d), (e) and (h) are manual entries. If column (h) is a loss, place a minus sign (-) in front of the number.
• Line 1b columns (d), (e), (g) and (h) calculate when you add Form 8949 and have Box A or Box G checked on Form 8949. This line will total amounts from all copies of completed Form 8949.
• Line 2 columns (d), (e), (g) and (h) calcualte when you add Form 8949 and have Box B or Box H checked on Form 8949. This line will total amounts from all copies of completed Form 8949.
• Line 3 columns (d), (e), (g) and (h) calculate when you add Form 8949 and have Box C or Box I checked on Form 8949. This line will total amounts from all copies of completed Form 8949.
• Line 4 is a manual entry. The "Add" buttons open the associated Forms 6252, 4684, 6781 and 8824.
• Lines 5 and 6 are manual entries. If line 5 is a loss, place a minus sign (-) in front of the number.
• Line 7 calculates by adding lines 1a through 6 in column (h).
• Line 8a columns (d), (e) and (h) are manual entries. If column (h) is a loss, place a minus sign (-) in front of your number.
• Line 8b columns (d), (e), (g) and (h) calculate when you add Form 8949 and have Box D or Box J checked on Form 8949. This line will total amounts from all copies of completed Form 8949.
• Line 9 columns (d), (e), (g) and (h) calculate when you add Form 8949 and have Box E or Box K checked on Form 8949. This line will total amounts from all copies of completed Form 8949.
• Line 10 columns (d), (e), (g) and (h) calculate when you add Form 8949 and have Box F or Box L checked on Form 8949. This line will total amounts from all copies of completed Form 8949.
• Line 11 is a manual entry. The "Add" buttons open the associated Forms 4797, 2439, 6252, 4684, 6781 and 8824.
• Lines 12 is a manual entry. If line 12 is a loss, place a minus sign (-) before the amount.
• Line 13 is a manual entry.
• Line 14 is a manual entry. You do not need to enter a minus sign (-) on this line, the amount will automatically appear as a loss.
• Line 15 calculates by adding lines 8a through 14 in column (h).
• Line 16 calculates by adding lines 7 and 15. You must manually transfer the amount to Form 1040, line 7a.
• Line 17 is manual selection of Yes or No.
• Lines 18 and 19 are manual entries.
• Line 20 is manual selection of Yes or No.
• Line 21 is a manual entry. You do not need to enter a minus sign (-) on this line, the amount will automatically appear as a loss. You must manually transfer the loss to Form 1040, line 7a.
• Line 22 is a manual selection of Yes or No.

This form has limitations you should view.

If you have multiple copies of Schedule E, page 1, the program will calculate and total lines 23a, 23b, 23c, 23d, 23e and 24 onto your first Schedule E (copy 1).

The program will only calculate lines 23a, 23b, 23c, 23d, 23e, 24 and 26 on first Schedule E (copy 1) because the totals from those lines reflect in Copy 1 one of Schedule E.

• Lines A and B are manual entry checkboxes.
• Line 1a is manual entry of property addresses for property A, B and C.
• Line 1b is a manual entry. Use the menu to select the property type.
• Line 2 is a manual entry of income for the properties listed in A, B and C for rental/personal days and QJV.
• Lines 3 through 19 are manual entry.
• Line 20 calculates the sum of lines 5 through 19.
• Line 21 is a manual entry, with an "Add" button for Form 6198.
• Line 22 is a manual entry, with an "Add" button for Form 8582.
• Lines 23a through 26 are calculated fields. If you have more than one Schedule E, copy 1 of Schedule E will total line 23a from all Schedule E's.
• Line 27 is a manual entry Yes/No Checkbox.
• Line 28 - All rows, A through D, and columns (a) through (k) are manual entries. Do not enter a minus sign (-) in columns (g) through (k).
• Lines 29a through 32 are calculated fields.
• Line 33, columns (a) through (f) are manual entries.
• Lines 34a through 37 are calculated fields.
• Line 38 columns (a) through (e) are manual entries.
• Lines 39 through 41 are calculated fields.
• Lines 42 and 43 are manual entries.

• Line 1 is a manual entry.
• Line 2 is a manual entry of the child's SSN.
• Line 3 is a manual entry of the child's birth year.
• Lines 4a and 4b are manual entry radio buttons.
• Line 5 is a dropdown menu.
• Line 6 is a dropdown menu to indicate the number of months the child lived with you in the United States during 2025.

Be sure to complete the upper portion of Schedule F.

You must select in Box C, "Cash" for Part I to calculate or "Accrual" for Part III to calculate.

If you use the Accrual method, enter Income (Part III) before Part II.

• Lines 1(a) and 1(b) are manual entries.
• Line 1(c) calculates by subtracting line 1b from 1a when the “Cash” method is checked in Box C.
• Line 2 is manual entry.
• Lines 3(a) and (b) are manual entries.
• Lines 4(a) and (b) are manual entries.
• Lines 5(a)(b) and (c) are manual entries.
• Lines 6(a)(b)(c) and (d) are manual entries.
• Line 7 and 8 are manual entries.
• Line 9 calculates the sum of lines 1c, 2, 3b, 4b, 5a, 5c, 6b, 6d, 7 and 8 when the ”Cash” method is checked in Box C. Line 9 calculates from Part III, line 50 when the “Accrual” method is checked in Box C.
• Lines 10 through 31 are manual entries. You cannot enter "See Attached" on lines 21a or 21b.
• Lines 32 (a) through (f) are manual entries. Lines 32a through 32f have description areas with associated amount entry areas in the column.
• Line 33 calculates the sum of lines 10 through 32f.
• Line 34 is calculated (NOTE: If you are using the Accrual Method, you should have completed Part III information before this line calculates properly.) Line 34 calculates line 33 from line 9. It also has a drop-down menu for selecting "PAL." Read the form instructions before entering "PAL" into this area. Line 34 transfers to Schedule 1, line 6.
• Line 35 is reserved for future use
• Line 36 is a manual entry.
• Line 37 through 43 are manual entry.
• Line 44 calculates the sum of lines 37, 38b, 39b, 40a, 40c, 41, 42 and 43, when the ”Accrual” method is checked in Box C.
• Lines 45 and 46 are manual entries.
• Line 47 calculates the sum of lines 45 and 46 when the “Accrual” method is checked in Box C.
• Line 48 is a manual entry.
• Line 49 calculates by subtracting line 47 from line 47 when the “Accrual” method is checked in Box C.
• Line 50 calculates by subtracting line 49 from line 44. The amount is transferred to line 9 when the “Accrual” method is checked in Box C.

Manually select the appropriate Yes/No boxes A through C. Your selections will affect calculations and which lines (if any) transfer to Schedule 2 and/or Schedule 3.

• Line 1 is a manual entry.
• Line 2 calculates the product of line 1 times the percent shown on line 2.
• Line 3 is manual entry.
• Line 4 calculates the product of line 3 times the percent shown on line 4.
• Line 5 is manual entry.
• Line 6 calculates the product of line 5 times the percentage shown on line 6.
• Line 7 is manual entry.
• Line 8 calculates the sum of lines 2, 4, 6, and 7.
• Line 9 is a manual entry of a Yes/No checkbox. Your selection will determine how Schedule H calculates and transfers amounts to other forms/schedules.
• Lines 10, 11, and 12 are manual entries of Yes/No checkboxes.
• Line 13 is manual dropdown selection of state abbreviations.
• Lines 14 and 15 are manual entries.
• Line 16 calculates the product of line 15 times the percentage shown on line 16.
• Line 17 columns (a), (b), (c), (d) and (h) are manual entries. Columns (e), (f) and (g) calculate the information in the column.
• Line 18(g) calculates the sum of line 17(g).
• Line 18(h) calculates the sum of line 17(h).
• Line 19 calculates the sum of 18(g) and 18(h).
• Line 20 is manual entry.
• Line 21 calculates the product of line 20 times the percent shown on line 21.
• Line 22 calculates the product of line 20 times the percentage shown on line 22.
• Line 23 is a manual entry.
• Line 24 calculates by subtracting line 23 from line 21.
• Line 25 calculates the amount from line 8 or Box C.
• Line 26 calculates by adding line 16 (or line 24) and line 25. The amount on this line transfers to Schedule 2, line 9 when the appropriate checkboxes on this form have been selected.
• Line 27 is manual entry Yes/No checkbox. Selecting "Yes" transfers the amount from line 26 to Schedule 2, line 9.

Note: You cannot e-file Schedule H by itself. You must e-file it as an attachment to Form 1040. Select the "Yes" checkbox and leave the address and signature portion of Schedule H blank.

There are a Taxpayer and a Spouse version of this form. Make sure you select the correct version, otherwise the name and SSN on the form will not be correct and any figures that should transfer will not be correct.

Part I

Review "A", at the top of the form and check the box, if it applies to you.

• Line 1a is a manual entry line. If line 1a is a loss place a minus sign (-) before the amount.
• Line 1b is a manual entry line.
• Line 2 is a manual entry line. Enter a loss with a minus sign (-).
• Line 3 is a manual calculation by adding lines 1a, 1b, and 2.
• Line 4a calculates a % of line 3.
• Line 4b calculates the amount from line 15 and line 17.
• Line 4c is a manual entry.
• Line 5a is a manual entry.
• Line 5b calculates a % of line 5a. Line 5b will calculate zero when the amount is less than $100.
• Line 6 calculates by adding lines 4c and 5b.
• Line 7 calculates this figure for you.
• Line 8a is a manual entry line.
• Line 8b is calculates the amount from Form 4137, line 10.
• Line 8c, calculates the amount from Form 8919, line 10.
• Line 8d, calculates the amount from lines 8a, 8b, and 8c.
• Line 9 calculates by subtracting line 8d from line 7.
• Line 10 calculates by multiplying the smaller of lines 6 or 9 by the percentage shown on the line.
• Line 11 calculates by multiplying line 6 by the percentage shown on the line.
• Line 12 calculates by adding lines 10 and 11. Line 12 transfers to Schedule 2, line 4.
• Line 13 calculates by multiplying line 12 by the percentage shown on the line. Line 13 transfers to Schedule 1, line 15.

Part II

• Line 14 is prepopulated.
• Lines 15, 16, and 17 are manual entries.

This form has limitations you should view.

Attaching statements - If you need to add statements you will not be able to use this program to e-file your return.

Part I

• Select a checkbox (a) through (g) and select a country from the menu (h)
• Manually select a Foreign Country or U.S. Territory name in column(s) A through C.
• Line 1a calculates the amounts in columns A through C.
• Line 1b is a manual entry checkbox.
• Line 2 is a manual entry for columns A through C.
• Lines 3a and 3b are manual entries for columns A through C.
• Line 3c calculates the sum of lines 3a and 3b, columns A through C.
• Lines 3d and 3e are manual entries for columns A through C.
• Line 3f calculates by dividing line 3d by line 3e.
• Line 3g calculates by multiplying line 3c by 3f.
• Lines 4a through line 5 are manual entry.
• Line 6 columns A, B and C are manual entries. Line 6 calculates the amounts from columns A, B, and C.
• Line 7 calculates by subtracting line 6 from line 1a.

Part II

Lines A, B and C are manual entries in columns (l) through (t).

Column (l) will accept "909 taxes" or "1099 taxes" in lieu of a date.

• Column (u) calculates the sum of columns (q) through (t) for rows A, B and C.
• Line 8 calculates the amounts from lines A through C, column (u). The amount transfers to line 9.

Part III

• Line 9 is prepopulated with the amount from line 8.
• Line 10 is manual entry. It has a checkbox and an “Add” button to open Schedule B (Form 1116).
• Line 11 calculates the sum of lines 9 and 10.
• Lines 12 and 13 are manual entries.
• Line 14 calculates the sum of lines 11, 12 and 13.
• Line 15 calculates the amount from line 7.
• Line 16 is manual entry.
• Line 17 calculates the sum of lines 15 and 16.
• Line 18 is manual entry.
• Line 19 calculates by dividing line 17 by line 18.
• Line 20 is manual entry.
• Line 21 calculates by multiplying lines 20 by line 19.
• Line 22 is a manual entry.
• Line 23 calculates by adding lines 21 and 22.
• Line 24 is a manual entry field, “LSD” will be printed to the left of the amount in Form 1116, line 24 when you select “Lump-sum distribution” box (g) at the top of the form.

Part IV

• Lines 25 - 31 are manual entries.
• Line 32 calculates the sum of lines 25 through 31.
• Line 33 through 35 are manual entries.

• There are Taxpayer and Spouse versions of this form. Be sure to select the correct version.
• Lines 1, 2, 3 and 4 columns (A) are manual entry.
• Line 5 column (B) is a manual entry.
• Line 6 calculates the sum of lines 1 through 5 for both columns.
• Line 7 is a manual entry.
• Line 8 calculates by subtracting line 7 from line 6.
• Line 9, column A calculates the amount from line 8, column A.
• Line 9 column B is a manual entry.
• Line 10 calculates the amount from line 9, columns A and B. You must transfer the amount to Schedule 1, line 12.
• Lines 11 through 13, both columns, are manual entries.
• Line 14 calculates by dividing line 13 by line 12.
• Lines 15 and 16 are manual entry for both columns.
• Line 17 calculates by adding line 13 and 16 and subtracting the total from line 12.
• Lines 18 through 21 are manual entries of Yes/No checkboxes.
• Line 22 is manual entry.
• Lines 23, 24a, and 24b are manual entry for both columns.
• Line 24c calculates by subtracting line 24b from 24a.
• Line 25 is a manual entry for both columns.
• Line 26 calculates the sum of lines 23, 24c, and 25 for both columns.
• Line 27 calculates by multiplying line 26 by the percentage on line 14, for both columns.
• Line 28 is a manual entry for both columns.
• Line 29 calculates the sum of lines 27 and 28 for both columns.
• Lines 30 through 33 are manual entry for both columns.
• Line 34 calculates by multiplying line 32 by the percentage on line 33.
• Line 35 calculates the sum of lines 31 and 34 for both columns.
• Line 36 is a manual entry for both columns.
• Line 37 calculates by multiplying line 36 by the percentage on line 14.
• Line 38 calculates the smaller of lines 35 or 37; or transfers the figure from line 35 if no entry on lines 36 and 37 for both columns.

Part I

• Line 1 through 3 are manual entry.
• Line 4 calculates the sum of lines 1, 2, and 3.
• Line 5 calculates multiplying line 4 by 0.90.
• Line 6 is manual entry.
• Line 7 calculates by subtracting line 6 from line 4.
• Line 8 is a manual entry.
• Line 9 calculates the smaller of line 5 or 8 and has a manual entry Yes/No checkbox.

Part II Reasons for Filing

• A through E are manual entry checkboxes.

Part III Penalty computation

• Line 10 and line 11, columns (a) through (d) are manual entries.
• Line 12, columns (b), (c) and (d) are calculated per the line instructions.
• Line 13, columns (b), (c) and (d) calculate the sum of lines 11 and 12.
• Line 14 calculates the line instructions.
• Line 15, all columns, calculates by subtracting line 14 from line 13. The field will remain blank if the result is zero or less.
• Line 16, columns (b) and (c) calculate by subtracting line 13 from line 14, when line 15 is blank or zero.
• Line 17 calculates according to the line instructions.
• Line 18, columns (a), (b) and (c) calculate if line 15 is more than line 10.
• Line 19 is manual entry. You must transfer the amount to Form 1040, line 38.

You must check Box C in Part II of Form 2210 for this form to function.

• Line 1, columns (a) through (d) are manual entry.
• Line 3 calculates by multiplying line 1 by line 2 for all columns.
• Line 4, columns (a) through (d) are manual entry.
• Line 6, calculates by multiplying line 4 by line 5.
• Line 7, columns (a) through (d) are manual entry.
• Line 8 calculates the larger of lines 6 or 7.
• Line 9, columns (a) through (d) are manual entry.
• Line 10, all columns calculate by adding lines 8 and 9.
• Line 11 calculates by subtracting line 10 from line3.
• Line 12 calculates zero for all columns.
• Line 13 calculates by subtracting line 12 from line 11, for all columns.
• Line 14, all columns are manual entries.
• Line 15, all columns calculate from line 36.
• Line 16, all columns are manual entries.
• Line 17 calculates by adding lines 14, 15, and 16, for all columns.
• Line 19, all columns calculate by subtracting line 18 from line 17.
• Line 20 has percentages in each column
• Line 21, all columns calculate by multiplying lines 19 by line 20.
• Line 22, columns (a) through (d) are calculated fields,
• Line 23 calculates by subtracting line 22 from line 21.
• Line 24 calculates, all columns, by transferring the referenced percentage of Form 2210, line 9.
• Line 25, columns (a) through (d) are calculated fields.
• Line 26, all columns calculate by adding lines 24 and 25.
• Line 27, all columns calculate by entering the smaller of line 23 or 26.
• Line 28, all columns are manual entries.
• Line 29 all columns are prepopulated.
• Line 30, all columns are manual entries.
• Line 31 calculates by subtracting line 30 from line 29 to all columns.
• Line 32, all columns are prepopulated.
• Line 33 calculates by multiplying line 32 by the smaller of lines 28 or 31, for all columns.
• Line 34, all columns are prepopulated.
• Line 35 calculates by multiplying line 28 by line 34.
• Line 36 calculates by adding lines 33 and 35, for all columns. These amounts automatically transfer to their respective columns on line 15.

Lines A and B are manual entries of checkboxes.

Part I has a checkbox.

• Line 1(a) through line 5 are manual entry.
• Line 6 calculates the smaller of lines 3, 4, or 5.
• Line 7 prepopulates with the amount from Form 1040, line 11a.
• Line 8 is dropdown menu selection.
• Line 9a calculates by multiplying line 6 by line 8.
• Line 9b is a manual entry, with an “Add” button to add an explanation statement.
• Line 9c calculates by adding lines 9a and 9b.
• Line 10 is manual entry.
• Line 11 calculates by entering the smaller of line 9c or line 10. This amount transfers to Schedule 3, line 2,
• Lines 12, 13, and 14 are manual entries.
• Line 15 calculates by adding lines 12 through 14.
• Line 16 is a manual entry.
• Line 17 calculates the smaller of line 15 or 16.
• Lines 18 and 19 are manual entry.
• Line 20 calculates the smaller of lines 17, 18, or 19.
• Line 21 is a manual entry.
• Line 22 is a manual entry in the column.
• Line 23 calculates by subtracting line 22 from line 15.
• Line 24 calculates the smaller of lines 20, 21, or 22. This amount does not transfer to any other lines of your return.
• Line 25 is a calculated field.
• Line 26 calculates by subtracting line 25 from line 23. This amount transfers to Form 1040, line 1e.
• Line 27 is a manual entry.
• Line 28 calculates by adding lines 24 and 25.
• Line 29 calculates by subtracting line 28 from line 27.
• Line 30 is a manual entry.
• Line 31 calculates the smaller of lines 29 or 30.

Do not enter any foreign characters in names, addresses, etc. (e.g., ñ, ü, ó,).

If you are instructed to attach your computations for line 14 (d) and/or line 18(f), you will not be able to e-file the return.

• Lines 1 through line 22f are manual entry.
• Line 22g calculates by adding lines 22a through 22f.
• Line 23 is a manual entry.
• Line 24 calculates by adding lines 19 through 21d, 22g and 23.
• Line 25 is a manual entry.
• Line 26 calculates by subtracting line 25 from line 24.
• Line 27 calculates by receiving the amount from line 26 and has manual entry Yes/No checkboxes.
• Lines 28, 29a and 29b are manual entry.
• Line 30 calculates the smaller of line 28 or 29b. (Note: this line will not calculate unless you enter a figure on line 29b.
• Line 31 is a manual entry.
• Line 32 calculates by multiplying line 31 times the rate shown on line 32.
• Line 33 calculates by subtracting line 32 from line 30.
• Line 34 is a manual entry.
• Line 35 calculates by dividing line 34 by line 27.
• Line 36 calculates by multiplying lines 33 and 35.
• Line 37 is prepopulated.
• Line 38 is a manual entry.
• Line 39 calculates by dividing line 38 by the number of days in a calendar year.
• Line 40 calculates by multiplying lines 37 and 39.
• Line 41 calculates by subtracting line 36 from line 27.
• Line 42 calculates the smaller of lines 40 or 41.
• Line 43 calculates by adding lines 36 and 42.
• Line 44 is a manual entry.
• Line 45 calculates by subtracting line 44 from line 43. You must manually enter this figure on Schedule 1 (Form 1040), line 8d.
• Line 46 is a manual entry.
• Line 47 is a manual entry.
• Line 48 calculates the smaller of lines 46 or 47.
• Line 49 is a manual entry.
• Line 50 calculates by adding lines 48 and 49.

• Lines 1 and 2 are manual entries.
• Line 3 calculates by adding line 1 and line 2.
• Line 4 is manual entry.
• Line 5 calculates by comparing lines 3 and 4. The Yes/No Checkbox is automatically selected. You must manually transfer the amount on line 5 to Schedule 1, line 14.

This form has limitations you should view.

Select the form using "Add" button directly from Schedule C, Schedule E, Schedule F or Form 4835. You must create another Schedule C, Schedule E, Schedule F or Form 4835 to associate with the additional Form 4562. The asset shown on Form 4562 must be listed on its "parent" Schedule C, Schedule E, Schedule F, or Form 4835.

• Lines 1, 2 and 3 are manual entries.
• Line 4 calculates by subtracting line 3 from line 2.
• Line 5 is a manual entry.
• Line 6 columns (a), (b), and (c) are manual entries.
• Line 7 prepopulates with the amount from line 29.
• Line 8 calculates the sum of lines 6 and 7.
• Line 9 calculates the smaller of line 5 or line 8.
• Line 10 and 11 are manual entries.
• Line 12 calculates by adding lines 9 and 10.
• Line 13 is a calculated field.
• Lines 14 through line 20e are manual entry.
• Line 21 calculates from line 28.
• Line 22 calculates the sum of lines 12, 14 through 17, lines 19 and 20 in column (g), and line 21.
• Line 23 through line 27 (h) are manual entry.
• Line 28(h) calculates the sum of lines 25(h), 26(h) and 27(h).
• Line 29(i) calculates the sum of column (i) line 26.
• Lines 30 through 32 columns (a) through (f) are manual entry.
• Line 33 sums lines 30 through 32 for columns (a) through (f).
• Lines 34 through 36 are manual entry Yes/No checkboxes.
• Lines 37 through 41 are manual entry Yes/No Checkboxes.
• Line 42 columns (a) through (f) are manual entries.
• Line 43 column (f) is a manual entry.
• Line 44 column (f) calculates the sum of lines 42 and 43

This form has limitations you should view.

• Lines 1a, 1b, and 1c are manual entries.
• Line 2 has four rows and columns (a) through (g). Columns (a) through (f) are manual entries. For all completed rows, column (g) makes this calculation by subtracting column (f) from the sum of (d) and (e).
• Line 3 calculates the number from Form 4684 line 39.
• Lines 4, 5, and 6 are manual entries.
• Line 7 calculates the sum of lines 2 through6.
• Line 8 is a manual entry.
• Line 9 calculates by subtracting line 8 from line 7.
• Line 10 has four rows and seven columns that are manual entry. The columns are not labeled but the column titles are the same as line 2.
• Line 11 calculates by transferring any loss shown on line 7.
• Line 12 is a manual entry.
• Line 13 has an "Add" button for page 2 and calculates by transferring the amount from line 31.
• Line 14 calculates by transferring the amounts from Form 4684, lines 31 and 38a.
• Line 15 is a manual entry.
• Line 16 is a manual entry.
• Line 17 calculates the sum of lines 10 through 16.
• Line 18a is a manual entry.
• Line 18b calculates the sum of line 17 and 18a. This figure transfers to Schedule 1, line 4.
• Lines 19 through line 29b are manual entry.
• Line 30 calculates the sum of line 24, columns A, B, C and D.
• Line 31 calculates the sum of columns A, B, C and D for these lines: 25b, 26g, 27c, 28b and 29b. This figure transfers to line 13.
• Line 32 calculates by subtracting line 31 from line 31.
• Lines 33 and 34 are manual entries.
• Line 35 calculates by subtracting line 34 from line 33.

Select the "File extension" tab from the top.

Part I

• Lines 1, 2, and 3 are manual entry.

Part II

• Lines 4 and 5 are manual entries.
• Line 6 subtracts line 5 from line 4.
• Line 7 is a manual entry. Manually enter the amount you are paying with the extension.
• Lines 8 and 9 are manual entry checkboxes.

If you file Form 4868 electronically, select STEP 2. E-File Your Extension Form tab and complete sections 1, 2, and 3.

There are two Form 5329's, one for the taxpayer and one for the spouse. If you select the incorrect one, the wrong name will appear at the top.

You cannot attach a statement to this form. If a statement is necessary, you must find another E-file provider.

• Line 1 and line 2 are manual entries.
• Line 3 calculates by subtracting line 2 from line 1.
• Lines 4 through line 6 are manual entry.
• Line 7 calculates by subtracting line 6 from line 5.
• Lines 8 through line 12 are manual entry.
• Line 13 calculates the sum of lines 10, 11, and 12.
• Line 14 calculates by subtracting line 13 from line 9.
• Line 15 is a manual entry.
• Line 16 calculates the sum of line 14 and 15.
• Lines 17 through line 20 are manual entry.
• Line 21 calculates the sum of lines 19 and 20.
• Line 22 calculates by subtracting line 31 from line 18.
• Line 23 is a manual entry.
• Line 24 calculates the sum of line 22 and line 23.
• Line 25 is manual entry.
• Lines 26 through line 28 are manual entry.
• Line 29 calculates the sum of line 27 and line 28.
• Line 30 calculates by subtracting line 39 from line 26.
• Line 31 is a manual entry.
• Line 32 calculates the sum of line 30 and line 31.
• Line 33 is a manual entry. You must transfer the amount to Schedule 2, line 8.
• Lines 34, 35 and 36 are manual entries.
• Line 37 calculates the sum of line 35 and line 36.
• Line 38 calculates by subtracting line 37 from line 34.
• Line 39 is a manual entry.
• Line 40 calculates the sum of line 38 and line 39.
• Lines 41 through 44 are manual entry.
• Line 45 calculates the sum of line 43 and line 44.
• Line 46 calculates by subtracting line 45 from line 42.
• Line 47 is a manual entry.
• Line 48 calculates the sum of line 46 and line 47.
• Line 49 is a manual entry.
• Lines 50, 51, 52a/b and 53a/b are manual entry.
• Line 54a calculates by subtracting line 53a from line 52a.
• Line 54b calculates by subtracting line 53b from line 52b.
• Line 55 calculates the sum of line 54a and 54b.You must manually transfer the amount from line 55 to Schedule 2, line 8.

There are two Form 5695s, one for the taxpayer and one for the spouse. If you select the incorrect one, the wrong name will appear at the top.

Part I

• Lines 1 through 5b are manual entry.
• Line 6a calculates the sum of lines 1 through 5b.
• Line 6b calculates by the percentage shown on line 6b.
• Line 7a is a manual entry of a Yes/No checkbox.
• Line 7b is a manual entry.
• Line 8 is a manual entry.
• Line 9 calculates by multiplying line 8 by 30% (0.30).
• Line 10 has a manual entry area for Kilowatt capacity and a calculated field for Kilowatt capacity.
• Line 11 calculates the smaller of line 9 or line 10.
• Line 12 is a manual entry.
• Line 13 calculates the sum of lines 6b, 11, and 12.
• Line 14 is a manual entry.
• Line 15 calculates the smaller of line 13 or 14. When line 15 is greater than zero, it will transfer to Schedule 3 (Form 1040), line 5a.
• Line 16 calculates by subtracting line 15 from line 13.

Part II

• Lines 17a through line 18a are manual entry.
• Line 18b calculates line 18a times the percent shown on line 18b, but not more than the amount shown in the line text.
• Lines 19a and 19b are manual entry.
• Line 19c calculates by multiplying line 18a by 30% (0.30).
• Line 19d is a calculated field.
• Line 19e is a manual entry.
• Lines 19f through 20a are calculated fields.
• Line 20b is a manual entry.
• Lines 20c and line 20d are calculated fields.
• Lines 21a and 21b are manual checkboxes.
• Line 21c is a manual entry.
• Line 22a and 22b are manual entries.
• Lines 22c through 23a are calculated fields.
• Line 23b is a manual entry.
• Lines 23c and 23d are calculated fields.
• Lines 24a and 24b are manual entries.
• Lines 24c and 24d are calculated fields.
• Lines 25a through line 25c are manual entry.
• Line 25e is a calculated field.
• Lines 26a and 26b are manual entry.
• Lines 26c through 28 are calculated fields.
• Lines 29a through 29f are manual entry.
• Lines 29g through 30 are calculated fields.
• Line 31 is a manual entry.
• Line 32 calculates the smaller of lines 30 or 31. This amount automatically transfers to Schedule 3, line 5b.

This form has limitations you should view.

• Lines 1 through 4 are manual entries.
• Line 5 calculates the sum of lines 1 through 4.
• Lines 6 and 7 are manual entries.
• Line 8 calculates the sum of lines 6 and 7.
• Line 9 is a manual entry.
• Line 10a calculates by subtracting line 9 from line 8.
• Line 10b calculates from line 10a.
• Lines 11 and 12 are manual entries.
• Line 13 calculates the sum of lines 11 and 12.
• Line 14 is a manual entry.
• Lines 15 and line 16 are manual entry.
• Line 17 calculates the sum of lines 15 and 16.
• Line 18 is a manual entry.
• Line 19a calculates by subtracting line 18 from line 17.
• Line 19b is a calculated field.
• Line 20 calculates the larger of lines 10b or 19b.
• Line 21 calculates the smaller of line 5 loss or line 20.

This form has limitations you should view.

Part I

• Line 1a prepopulates with the amount from Schedule 1-A (Form 1040), line37.
• Lines 1b through line 4 are manual entry.

Part II

• Line 5 is a manual entry.
• Line 6 calculates by subtracting line 5 from line 4.
• Line 7 and 8 are manual entries.
• Line 9 calculates by subtracting line 8 from line 7.
• Line 10 is manual entry.
• Line 11 calculates by subtracting line 10 from line 9. This amount automatically transfers to Schedule 2, line 2.

Part III

• Line 12 through 15 are manual entries.
• Line 16 calculates the smaller of line 12 or 15.
• Line 17 calculates by subtracting line 16 from line 12.
• Lines 18, 19, and 20 are manual entries
• Line 21 calculates by subtracting line 20 from line 19.
• Line 22 calculates the smaller of lines 12 or 13.
• Line 23 calculates the smaller of lines 21 or 22.
• Line 24 calculates by subtracting line 23 from line 22.
• Line 25 is a manual entry.
• Line 26 calculates the amount from line 21.
• Line 27 is manual entry.
• Line 28 through line 38 are calculated fields.
• Line 39 is manual entry.
• Line 40 calculates the smaller of lines 38 or 39.

This form has limitations you should view.

There are no calculated fields on this form. Everything is manual entry except the name and Social Security number in the header.

This form has limitations you should view.

Part I

• Lines 1a through line 3 are calculated from Part IV.

Part II

• Lines 4 through 9 are manual entries.

Part III

• Line 10 and 11 are manual entries.

Complete Page 2, Part IV through Part VIII and Page 3, Part IX first, if they apply to you.

• Part IV, columns (a) through (e) are manual entries. The total column calculates the amount and transfers the figure to Page 1, Part 1, lines 1a, 1b, and 1c
• Part V, columns (a) through (e) are manual entries. The total column calculates the amounts and transfers the figure to Page 1, Part 1, lines 2a, 2b, and 2c.
• Part VI through Part VIII are manual entry fields with a calculated total amount.
• Part IX, 1a and 1b are manual entries. 1c calculates by subtracting line 1b from 1a.

This form has limitations you should view.

• Lines 1 and 2 are manual entries.
• Line 3 calculates the sum of line 1 and line 2.
• Line 4 is manual entry.
• Line 5 calculates by subtracting line 4 from line 3.
• Line 6 through 8 are manual entries.
• Line 9 calculates the sum of lines 6, 7, and 8.
• Line 10 calculates by dividing line 5 by line 9.
• Line 11 calculates by multiplying line 8 by line 10.
• Line 12 calculates by multiplying line 7 by line 10.
• Line 13 calculates the sum of line 11 and line 12.
• Line 14 calculates by subtracting line 13 from line 3.
• Line 15a calculates by subtracting line 12 from line 7.
• Line 15b is manual entry.
• Line 15c calculates by subtracting line 15b from line 15a.
• Lines 16 and 17 are manual entry.
• Line 18 calculates by subtracting line 17 from line 16. You must manually transfer the amount to Form 1040, line 4b.
• Lines 19 and 20 are manual entries.
• Line 21 calculates by subtracting line 20 from line 19.
• Line 22 is manual entry.
• Line 23 calculates by subtracting line 22 from line 21.
• Line 24 is manual entry.
• Line 25a calculates by subtracting line 24 from line 23.
• Line 25b is manual entry.
• Line 25c calculates by subtracting line 25b from line 25a.

• Line 1 is a manual entry.
• Line 2 prepopulates the amount.
• Line 3 is a manual entry.
• Line 4 calculates by subtracting line 3 from line 2.
• Line 5 is manual entry.
• Line 6 calculates the smaller of lines 4 or 5.
• Line 7 is a manual entry.
• Lines 8 through line 14 are calculated fields.
• Line 15 is a manual entry.
• Line 16 calculates the sum of lines 14 and 15.
• Line 17 is a manual entry.
• Line 18 calculates by the smaller of line 16 or line 17. This amount automatically transfers to Schedule 3, line 6.
• Line 19 prepopulates.
• Line 20 is manual entry.
• Line 21 calculates by subtracting line 30 from line 19.
• Line 22 is a manual entry.
• Line 23 is a calculated field.
• Lines 24 and 25 are manual entry.
• Lines 26 through 31 are calculated fields.

This form has limitations you should view.

You must complete Part III (page 2) for each student before beginning page 1 (Part I or Part II). Add page 2 from the "Add" button on page 1 or select page 2 from the "Add/View" menu.

Each student may apply for one of two credits (1) American Opportunity Credit or (2) Lifetime Learning Credit. The same student cannot apply for both credits for the same tax year.

American Opportunity Credit - When line 30 has an entry, line 1 will calculate.

Lifetime Learning Credit- When line 31 has an entry, line 10 will calculate.

If the same student attended more than two educational institutions, you will not be able to attach an additional page 2 completed only through line 22.

Part I - Refundable American Opportunity Credit

• Line 1 will calculate when you have completed Part III, line 30.
• Lines 2 and 3 are manual entries.
• Line 4 calculates by subtracting line 3 from line 2.
• Line 5 is a manual entry.
• Lines 6 through 8 are calculated fields.

Part II - Nonrefundable education credits (Lifetime Learning Credit)

• Line 9 through 12 are calculated fields.
• Lines 13 and 14 are manual entries.
• Line 15 calculates by subtracting line 14 from line 13.
• Line 16 is a manual entry.
• Lines 17 and 18 are calculated fields.
• Line 19 is a manual entry. The amount automatically transfers to Schedule 3, line 3.

Part III - Student information

• Lines 20 through 27 are manual entries.
• Lines 28 through 30 are calculated fields.
• Line 31 is a manual entry and automatically transfers to Part II, line 10.

• Lines 1 and 2 are manual entries. .
• Line 3 calculates by adding lines 1 and 2.
• Line 4 is manual entry.
• Lines 5 through 7 are calculated fields.
• Line 8 is a manual entry.
• Line 9 is a manual selection from the menu.
• Line 10 calculates by multiplying line 7 by line 9.
• Line 11 is a manual entry.
• Line 12 calculates the smaller of line 10 or line 11. The amount automatically transfers to Schedule 3, line 4.

This form has limitations you should view.

There is a Form 8889 for the "Taxpayer" and another for the "Spouse." If the wrong name and SSN appear in the header, you have selected the wrong Form 8889.

Part I

• Lines 1 through 4 are manual entry.
• Line 5 calculates by subtracting line 4 from line 3.
• Lines 6 and 7 are manual entries.
• Line 8 calculates the sum of lines 6 and 7.
• Lines 9 and 10 are manual entries.
• Lines 11 through 13 are calculated fields.

Part II

• Lines 14a and 14b are manual entries.
• Line 14c calculates by subtracting line 14b from line 14a.
• Line 15 is a manual entry.
• Line 16 calculates by subtracting line 15 from line 14c.
• Line 17a and 17b are manual entries.

Part III

• Lines 18 and 19 are manual entries.
• Line 20 calculates the sum of lines 18 and 19.
• Line 21 calculates the percentage of line 20. This amount transfers to Schedule 2, line 17d.

This form has limitations you should view.

You cannot attach a statement explaining or listing transactions. This program does not support such statements.

Multiple copies of this form can be added from Schedule D or from the "Add/View" menu.

Part I (Short Term) - Select one of the checkboxes (A, B or C) that correspond to your Form 1099B

• Line 1 columns (a) through (g) are manual entries.
  • Column (f), if you have more than one code to enter on the line, enter the codes in alphabetical order and do not repeat the same code on that line. Do not separate codes with commas, spaces, etc.
• Line 1, column (h) is a calculated field.
• Line 2, column (d), (e), (g) and (h) are calculated fields.

Part II (long term) - Select one of the checkboxes (D, E or F) that correspond to your Form 1099-B

• Line 1 columns (a) through (g) are manual entries.
  • Column (f), if you have more than one code to enter on the line, enter the code in alphabetical order and do not repeat the same code on that line. Do not separate codes with commas, spaces, etc.
• Line 1, column (h) is a calculated field.
• Line 2 column (d), (e), (g) and (h) are calculated fields.

• Line 1 is a manual entry.
• Lines 2 through 4 are calculated fields.
• Line 5 is a manual entry.
• Lines 6 and 7 are calculated fields.
• Lines 8 and 9 are manual entries.
• Line 10 through 13 are calculated fields.
• Lines 14 and 15 are manual entry.
• Lines16 through 18 are calculated fields.
• Line 19 is a manual entry.
• Lines 20 through 22 are calculated fields.
• Line 22 calculates by subtracting line 21 from line 19.
• Line 23 is a manual entry.
• Line 24 sums lines 22 and 23.

• Line A is manual entry checkbox.

Part I - Annual Monthly Contribution Amount

• Lines 1 through 2b are manual entries.
• Line 3 calculates the sum of lines 2a and 2b.
• Lines 4 through 7 are manual entries.
• Lines 8a and 8b are calculated fields.

Part II - Premium Tax Credit claim and reconciliation of advance payment of Premium Tax Credit

• Lines 9 and 10 are manual entries.
• Lines 11 through 12, columns (a) through (c) and (f) are manual entry. Columns (d) and (e) are calculated fields.
• Lines 24, 25, and 26 are manual entries.

Part III - Repayment of excess advance payment of Premium Tax Credit

• Line 27 calculates by subtracting line 24 from line 25.
• Line 28 is manual entry.
• Line 29 calculates the smaller of lines 27 and 28. The amount will automatically transfer to Schedule 2, line 1a.

Part IV - Shared policy allocation

• Lines 30 through 34 are manual entries.

Part V - Alternative calculation for year of marriage

• Lines 35 and 36 are manual entries.

This form has limitations you should view.

Enter information as it appears on your W-2. However, you should not enter any special characters (e.g. !, $, :,),commas or any foreign characters (. ñ, ü, ó) in the Employers name.

You can add another W-2 from the top of the current W-2.

All areas of this form are manual entry. Transfer all the information from your paper W-2. If you do not enter information into the "required" fields, your return will reject.

• Box b, c, e, and f are required fields.
• Line 12, line 14 and line 15 have an “Add” button to add additional information if needed.

This form has limitations you should view.

You cannot enter any special characters (e.g., !, $.*) or commas in the (PAYER’S name).

You can add another W-2G from the top of the current W-2G.

• PAYER'S boxes contain fields that require manual entry.
• WINNER’S boxes –contain fields that require manual entry.
• Boxes 1 through 18 are manual entry.