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| Source: https://web.archive.org/web/20121103033816/http://turbotax.intuit.com/txf/TXF042.jsp | |
| Topic: Tax Exchange Format | |
| Change Date: 11/30/11 | |
| File: TXF | |
| Version: 042 | |
| ____________________________________________________________ | |
| TABLE OF CONTENTS BY SECTION HEADINGS | |
| I. CONTACTS | |
| II. REVISION HISTORY | |
| III. W-2 SPOUSE TOKENS | |
| IV. CHANGES | |
| V. NEW TOKEN SUGGESTIONS | |
| VI. QUESTIONS | |
| VII. TAX LINE ITEM MAINTENANCE FILE DESCRIPTION | |
| A. Description | |
| B. Codes and Definitions of Fields | |
| VIII. EXAMPLE FILE | |
| IX. TABLE FORMAT | |
| A. Table Column Header Descriptions | |
| X. CATEGORIES | |
| I. CONTACTS | |
| The following list contains the names and contact people for | |
| companies interested in the Tax Exchange Format. The most | |
| recent version of this spec can be obtained by contacting | |
| Intuit. | |
| Company : Intuit | |
| Product : TurboTax | |
| Contact : Kathy Eusepi : Maintains TXF at Intuit | |
| Email : IDESupport@intuit.com | |
| Company : Block Financial Corporation | |
| Product : TaxCut | |
| Address : | |
| 51 York Terrace | |
| Brookline, MA 02146 | |
| Company : Meca Software LLC | |
| Product : Managing Your Money | |
| Address : | |
| 115 Corporate Drive | |
| Trumbull, CT 06611-1386 | |
| Company : Checkfree Corporation | |
| Product : Checkfree | |
| Address : | |
| 8275 N. High Street | |
| Columbus, OH 43235 | |
| Company : MicroSoft | |
| Product : MicroSoft Money | |
| Address : | |
| 1 MicroSoft Way | |
| Redmond, WA 98052-6339 | |
| Company : PrioSoft | |
| Product : Priority One Plus | |
| Address : 1816 Rambling Ridge Lane | |
| Suite 301 | |
| Baltimore, MD 21209 | |
| Company : Universal Tax Systems | |
| Product : TaxWise | |
| Address : | |
| 215 Broad Street | |
| Rome GA 30161 | |
| Company : Computer Associates | |
| Product : CA-Simply Money | |
| Address : | |
| 10505 Sorrento Valley Road | |
| San Diego, CA 92121 | |
| Company : Charles Schwab Co., Inc. | |
| Address : | |
| 101 Montgomery Street | |
| San Francisco, CA 94104 | |
| Company : Financial Navigator Int'l | |
| Product : Financial Navigator | |
| Address : | |
| 254 Polaris Ave. | |
| Mountain View, CA 94043 | |
| Company : Peachtree Software | |
| Address : | |
| 1506 Pavilion Place | |
| Norcross, GA 30093 | |
| Company : Price Waterhouse | |
| Address : | |
| 55 E. Monroe | |
| Chicago, IL 60603 | |
| Company : Financial Microsystems, Inc. | |
| Address : | |
| 3000 Langford Rd. Suite 2500 | |
| Norcross, GA 30071 | |
| Company : Professional Design Systems, Inc. | |
| Address : | |
| 1975 Linden Blvd. | |
| Elmont, NY 11003-4004 | |
| Company : State of the Art, Inc. | |
| Address : | |
| 56 Technology | |
| Irvine, CA 92718 | |
| Company : Boardroom Accounting Software | |
| Product : Boardroom Accounting | |
| Address : | |
| 1488 Sandbridge Road | |
| Virginia Beach, VA 23456-4024 | |
| Company : Chicago Soft Works | |
| Address : | |
| 4050 West North Ave. Suite 200 | |
| Chicago, IL 60639 | |
| Company : HMS Companies | |
| Address : | |
| 507 N. Sam Houston Pkwy E. | |
| Houston, TX 77060-0000 | |
| Company : RDS Software, Inc. | |
| Product : Boldline Finance | |
| Address : | |
| 35 Fallen Arrow Drive | |
| Hilton Head Island, SC 29926 | |
| Company : Solutions Unlimited | |
| Address : | |
| 3140 K South Peoria St. #268 | |
| Aurora, CO 80014 | |
| Company : Farallon Communications, Inc. | |
| Address : | |
| 2470 Mariner Square Loop | |
| Alameda, CA 94501-1010 | |
| Company : Tax Track Inc. | |
| Address : | |
| P.O. Box 270126 | |
| Corpus Christi, TX 78427 | |
| Company : Tax$imple:AJV Computerized Data Management | |
| Product : Tax Simple | |
| Address : | |
| 8 Emory Ave | |
| Randolph, New Jersey 07869 | |
| Company : Axcent Software | |
| Address : | |
| 4635 S. Lakeshore | |
| Tempe, AZ 85282 | |
| Company : Spinoza Limited | |
| Product : unnamed (Visual Basic Tool) | |
| Address : | |
| 11333 Iowa Ave., 1st floor | |
| West Los Angeles, CA 90025 | |
| Company : Ernst & Young | |
| Address : | |
| 6550 Rock Spring Drive, Suite 400 | |
| Bethesda, MD 20817 | |
| Company : Audisys Software | |
| Product : TAXi | |
| Address : | |
| 12505 NW Cornell Road | |
| Portland, OR 97229 | |
| Company : Computer Language Research | |
| Product : Fasttax | |
| Address : | |
| 2395 Midway Road | |
| Carrollton, Texas 75006 | |
| Company : CCH Inc. | |
| Product : ProSystems fx | |
| Address : | |
| 555 North Woodland, Bldg 4 | |
| Wichita, Kansas 67208 | |
| Company : Prodata | |
| Product : MJA Accounting for Windows | |
| Address : | |
| 12101 Menaul Blvd NE | |
| Albuquerque, NM 87122-2403 | |
| Company : SmartTax Limited | |
| Product : SmartTax | |
| Address : | |
| 600 Hawthorn Road | |
| East Brighton. 3187. | |
| Victoria, Australia | |
| Company : Fidelity Investments | |
| Address : | |
| 82 Devonshire Street, MS R20E | |
| Boston, MA 02109 | |
| Company: Fidelity Investments | |
| Product: TLA - Tax Lot Accounting | |
| Address: | |
| 82 Devonshire Street, Mailzone V11D | |
| Boston, MA 02109 | |
| Company : Kask Software | |
| Product : Childcare Professional | |
| Farm Professional | |
| Address : | |
| P.O. Box 1143 | |
| Minot, ND 58702-1143 | |
| Company : Specialty SoftwareWorks, Ltd | |
| Product : Custom financial nicheware | |
| Address : | |
| 7350 Taos Drive | |
| Colorado Springs, CO 80920 | |
| Company : Which? Software | |
| Product : TaxCalc | |
| Address : | |
| 2 Marylebone Road | |
| London, England NW1 4DF | |
| Company : E*Trade Group, Inc. | |
| Company : MultiWare Inc | |
| Company : SofTech Computer Systems, Inc. | |
| Product : Option Money | |
| Address : 307 Clearview Dr | |
| Hollidaysburg, PA 16648 | |
| Company : Sync Essentials | |
| Product : Trade Accountant | |
| Address : P.O. Box 250 | |
| Mountain View, CA 94042 | |
| ____________________________________________________ | |
| II. REVISION HISTORY | |
| 11/30/2011 042 KEusepi (Intuit) Added 7 new taxrefs to supplement cost basis reporting and Form 8949 copy issues. | |
| See Section IV for more info. Updated examples for sales. | |
| 08/25/2011 042 Keusepi (Intuit) Extend Record Format 5 to allow sending Disallowed Wash Sale amount for taxrefs | |
| 321,323,682,673; bumped to version 042; updated examples and dates; | |
| updated forms for 2011; | |
| 10/25/2004 041 KEusepi (Intuit) Removed obsolete PostMay5 gain references 684(Div),677(Div),675(K1P. | |
| Renamed 1099-MSA to 1099-SA. | |
| 11/10/2003 040 kEusepi (Intuit) Removed/updated contact info | |
| 10/9/2003 040 KEusepi (Intuit) Updated tax forms for TY03. Added 683 Qualified Dividend (see Schedule B) | |
| 684 PostMay5CapGain (see Schedule B) | |
| 685 Contract Labor (Schedule C) | |
| 1/9/2003 039 KEusepi (Intuit) Fixed typo in Section VIII Example 2C Wash Sale. Replaced N679 with N682 | |
| Thank you to Henry Gage for the catch. | |
| 10/4/2002 039 KEusepi (Intuit) Added K1 Total Foreign Tax (taxref 679); | |
| 1040 Educator Expenses for self and spouse (taxref 680,681) | |
| Schedule D - wash sale (taxref 682) - see Section IV and VIII below | |
| 10/1/2002 039 KEusepi (Intuit) updated the tax forms for 2002. Removed outdated Contacts | |
| 8/28/2002 039 KEusepi(Intuit) bumped version to 039. Added new IRS form 1099-Q (taxref 678). Moved taxref number | |
| 672 from the 1099G to the new 1099-Q. Updated the examples. | |
| 10/2/2001 038 KEusepi (Intuit) added 674,675 and 676 to the K1 Partnership. | |
| added 677 for Qualified 5-year Gain. | |
| 9/8/2001 038 KEusepi (Intuit) updated forms for 2001. Bumped version to 038 | |
| Removed obsolete taxref numbers from the old form 2119 - 396,397,399. | |
| Removed obsolete taxref 482, IRA contrib,Non-working spouse. | |
| 9/13/2000 037 KEusepi (Intuit) updated forms for 2000 | |
| 2/6/2000 037 KEusepi (Intuit) | |
| Updated addresses info. Bumped version number to 037 | |
| 11/11/1999 036 KEusepi (Intuit) | |
| Due to overwhelming vendor request, added new taxref for the following: | |
| Token 673 - SchD: Short/Long gain or loss. This was requested by vendors | |
| for the situation where the date acquired may not be available, | |
| so the type of gain/loss (short or long) cannot be determined. | |
| Added token 672 (Qualified State Tuition) to the 1099-G | |
| Updated the Example section (VIII) to use version 036, and to | |
| show how to use the new SchD token. | |
| Updated the contact list | |
| 9/26/1999 035 Kathy Eusepi (Intuit) | |
| Changed date format to mm/dd/yyyy. This will | |
| effect the following: | |
| . the export date in the TXF header | |
| . the dates in record format 4, 5 and 6 | |
| . the date in the 'X' detail line | |
| Updated the vendor list | |
| Added new tokens for 1099Div and 1099Int | |
| 1099OID, 1099R | |
| Updated the tax form lime numbers for 1999 | |
| 8/01/1998 034 Kathy Eusepi (Intuit) | |
| Added new tokens for education credits | |
| Form 8863 is not in yet. Place holders for 637,638,639 | |
| 7/07/1998 034 Kathy Eusepi (Intuit) | |
| Updated the tax form line numbers for 1998 | |
| Changed line numbers for 268;521;323;402;421;424; | |
| Added new tokens: | |
| 636 - Student loan interest (1040:L24) | |
| 10/17/97 034 Georgia Taft (Intuit) | |
| Removed AlleyCat Software from Contacts | |
| Updated Contacts with email addresses | |
| 9/23/97 033 Georgia Taft (Intuit) | |
| Corrected phone numbers of some contacts | |
| Updated Section VIII, Example File | |
| 9/09/97 032 Georgia Taft (Intuit) | |
| Added Form 1099-G, Certain Government Payments | |
| Moved tokens #260, #479, #605, #606 to Form 1099-G | |
| to accommodate multiple payers | |
| 8/20/97 031 Georgia Taft (Intuit) | |
| Added five companies to Contacts section | |
| Removed Parsons from Contacts section; contact is now Intuit | |
| Added tokens: | |
| Form 1040: #605-#614 | |
| Schedule B: #615-#616 | |
| Form 8839 Adoption Credit (new form): #617-#622 | |
| Form 1099-R: #623-#628 | |
| Form 1099-MSA Medical Savings Account Distributions | |
| (new form) #629-#633 | |
| 9/15/96 030 Georgia Taft (Intuit) | |
| Per notation in version 027 (last year) under Section IV. Changes, | |
| token #459, Spouse for W-2 has been removed | |
| Section IV. Changes - see note re: parsing of 'X' field in detail | |
| records | |
| Corrected copy code for Schedule H tokens to 'N' | |
| Added 'spouse' to description of token #546 | |
| Corrected duplication of token #562 | |
| Removed token #566, Spouse, for Schedule H | |
| Added to I. Contacts | |
| 8/13/96 029 Georgia Taft (Intuit) | |
| Section IV. Changes - see note re: Spouse tokens for W-2 | |
| Section X. Categories: | |
| Added tokens #603 and #604 for Payer to Form 1099-R | |
| Corrected token #302 sorting code to 'C' | |
| 6/28/96 028 Georgia Taft (Intuit) | |
| Section I. Contacts: updated/corrected contact names | |
| Section X. Categories: | |
| Corrected the sign to 'S' for tokens 292, 447, 459, 474, 498, | |
| 504, 514, 515, 525, 526 | |
| Updated tax form line numbers for 1995 forms | |
| Removed the word 'gambling' from token 259 | |
| Added Form W-2G, tokens 547-552 | |
| Moved token 267 from Form 1040 to Form W-2 | |
| Added new token 546 for Spouse moving exp. reimbursement | |
| to Form W-2, spouse | |
| Added Form 1099-MISC, tokens 553-564 | |
| Added Schedule H, tokens 565-568 | |
| Added Form 4835, tokens 569-602 | |
| 8/16/95 027 Georgia Taft (Intuit) | |
| Corrected/added contact names. | |
| 8/10/95 026 Georgia Taft (Intuit) | |
| Added token #545 "Home mortgage int. (no 1098)" to Schedule A | |
| Edited description of token #544 to "Home mortgage int. (1098)" | |
| 7/26/95 025 Georgia Taft (Intuit) | |
| Updated Contact names | |
| Updated Tax Form line numbers with 1994 references | |
| Updated VIII. Example File; added Schedule D example | |
| Removed tokens for Form 3903, Moving Expenses: | |
| #404, #405, #408-411 | |
| Added tokens for Form 8829, Home Office Expenses: | |
| #536 Form 8829 | |
| #537 Deductible mortgage interest | |
| #538 Real estate taxes | |
| #539 Insurance | |
| #540 Repairs and maintenance | |
| #541 Utilities | |
| #542 Other expenses | |
| Added token #543 for Schedule F, Car and truck expense | |
| Added token #544 for Schedule A, Local taxes; | |
| removed word 'local' from token #275 | |
| Corrected token #277; record format 3, not 1 | |
| Corrected token #515; record format 0, not 1 | |
| Section IV. Changes - added notation | |
| Section V. New Token Suggestions - added notation | |
| Section VI. Questions - answered questions and added question | |
| regarding International numbers | |
| 8/10/94 024 Georgia Taft (Intuit) | |
| Added names of companies using TXF | |
| Edited new 1099R tokens to identify type of income to which | |
| the withholding is associated: | |
| Form 1099R: | |
| #529 Pension federal withholding | |
| #530 Pension state withholding | |
| #531 Pension local withholding | |
| Added new 1099R tokens for withholding for IRA's: | |
| #532 IRA federal withholding | |
| #533 IRA state withholding | |
| #534 IRA local withholding | |
| Added new token for new line on 1994 Schedule A: | |
| #535 Personal property taxes | |
| Edited description of token #445 | |
| Wanted to update the examples and include examples of | |
| capital gain record format, but ran out of time. Will place | |
| on enhancement list for next version. | |
| 7/22/94 023 Georgia Taft (Intuit) | |
| Assigned each Section a Roman numeral | |
| Added Table of Contents, by Section heading | |
| Delimited end of file with | |
| Section VII, A. Description | |
| added adviso that set of common fields are in recommended | |
| order added new Record Format 6 to be used for estimated tax | |
| payments | |
| NOTE: if using new Record Format 6, use corresponding new | |
| token numbers | |
| #521 fed est. tax, qrtrly; | |
| #522 state est. tax, qrtrly | |
| bumped number of record formats to 7 | |
| advised record format 1 'amount' placed before 'X' detail line | |
| Section VII, B. Codes and Definitions of Fields | |
| corrected heading of 'P' Detail to 'X' Detail | |
| corrected heading of 'X' Description to 'P' Description. Also | |
| removed reference to this line being valid only for | |
| multi-line items. | |
| added description for "D" Date Paid, for new Record Format 6 | |
| Section IX, A. Table Column Header Descriptions: | |
| removed reference to '(type 4)' | |
| Section X, Categories | |
| last refnum used = 531 | |
| updated line references to 1993 tax forms | |
| tokens removed: | |
| Schedule C: | |
| 295 Cost of goods sold | |
| Schedule D: | |
| 322 ST gain/loss - other | |
| 324 LT gain/loss - other | |
| NOTE: moving expense tokens not removed at this time | |
| tokens added: | |
| Form 1040: | |
| 516 Keogh Deduction, Spouse | |
| 517 SEP Deduction | |
| 518 SEP Deduction, Spouse | |
| 519 RR Retirement income | |
| 520 RR Retirement inc, Spouse | |
| 521 Fed est. tax, qrtrly | |
| Schedule A: | |
| 522 State est. tax, qrtrly | |
| 523 Misc. (not subject to 2%) | |
| Schedule B: | |
| 524 Seller financed mtge int. | |
| Form 2119: | |
| 525 Spouse | |
| Form 3903: | |
| 526 Spouse | |
| Schedule K-1: | |
| 527 Royalties | |
| 528 Tax-exempt interest | |
| Form 1099R: | |
| 529 Federal Withholding | |
| 530 State Withholding | |
| 531 Local Withholding | |
| edited tokens: | |
| 319 changed "Description" to "Principal Business/Prof" | |
| 501 changed "Description" to "Principal Business/Prof" | |
| 355 changed "Vet fees and medicine" to "Vet, breeding, | |
| and medicine" | |
| 368 changed "Sales of livestock raised" to | |
| "Sales livestock/crops raised" | |
| 379 changed "Principal Business/Prof" to | |
| "Principal Product" | |
| 445, 475, 476, 477, 478 changed 'FRM' | |
| from a '3' to a '1' | |
| all Form 2119 tokens changed to multiple copy | |
| all Form 3903 tokens changed to multiple copy | |
| all Form 4684 tokens changed to multiple copy | |
| NOTE: The TXF file generated by future versions of Quicken (Dos 8, | |
| Mac 5,Win 4)will follow the spec for the location of 'sales net' | |
| "cost basis" in Record Format 4 for capital gains. However, | |
| previous version did have the locations of these fields reversed | |
| and must be taken into consideration when imported by tax | |
| preparation software. | |
| 8/10/93 022 Georgia Taft(ChipSoft) | |
| Added Pencil Pushers to list of TXF users. | |
| 8/9/93 021 Wendell Smith (LKS) | |
| fix to layout in table at end and replaced tab's with spaces | |
| in this file. | |
| 7/30/93 020 Georgia Taft(ChipSoft) | |
| Added, deleted, updated company contacts. | |
| Updated federal form line references for 1992 forms. | |
| Edited: | |
| RNum 290 changed to multiple copy | |
| RNum 302 changed to Record Format 3 | |
| RNum 321-324 modified category name | |
| RNum 321-324 'Sgn' has been changed to 'I' | |
| RNum 340 deleted (no longer on Sch E) | |
| RNum 380-391 changed to multiple copy | |
| RNum 412-417 changed to single copy | |
| RNum 418-424 changed to single copy | |
| RNum 425 changed to single copy | |
| RNum 437-440 changed to multiple copy | |
| Added: | |
| RNum 514 Spouse designation for Schedule F | |
| RNum 515 Spouse designation for Form 8606 | |
| NOTE: Intuit's Quicken products will continue to reverse the | |
| Record Format 4 for capital gains this year - the 'sales net' | |
| precedes the 'cost basis'. All other users of the TXF have | |
| indicated theywill follow the Format 4 that is included in this | |
| spec (the 'cost basis' precedes the 'sales net'). | |
| 6/3/93 019 Wendell Smith | |
| 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 |
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