3.24.14. Fiduciary Income Tax Returns

Form 1041

11900

244, 236

Form 1041

11901

244, 236

2021 and 2022

Form 1041

11902

244, 236

2023 and Later Years

Form 1041–QFT,

11910

239

Form 1041–N

11911

239

(1)

Service Center (SC) Block Control

ABC

The screen displays the Alpha Numeric Block Control (ABC) that was entered in the Entry Operator (EOP) Dialog window. It cannot be changed.

(2)

Block Document Locator Number (DLN)

DLN

(auto)

Enter the first 11 digits as follows:

1. Form 813- from the "Block DLN" box.

2. Form 3893 - from box 2.

3. The Key Verification (KV) EOP will verify the DLN from the first document of the block.

(3)

Batch Number

BATCH

<Enter>

Enter the batch number as follows:

1. Form 813 - from the Batch Control Number box.

2. Form 3893 - from box 3.

3. If not present, enter the number from the batch transmittal sheet.

(4)

Document Count

COUNT

<Enter>

Enter the document count as follows:

1. Form 813 - the circled serial number. If a full block (100 documents) or if a number is not circled, enter 100.

2. Form 3893 - from box 4.

(5)

Prejournalized Credit Amount

CR

<Enter>

Enter the amount as follows:

1. Form 813 - labeled "CR" or "Credit".

2. Form 3893 - box 5.

3. If neither "CR" or "DR" is labeled, enter as "CR".

(6)

Filling <Enter>s

<Enter>
<Enter>
<Enter>
<Enter>
<Enter>

Press <Enter> 5 times.

(7)

Source Code

SOURCE

<Enter>

If the control document is a Form 3893, enter from box 11 as follows:

1. R = "Reprocessable" box checked.

2. N = "Reinput of Unpostable" box checked.

3. 4 = "SC Reinput" box checked.

4. None of the boxes checked, consult your supervisor who will determine if a source code is required.

(8)

Year Digit

YEAR

<Enter>

If the control document is Form 3893, enter the digit from the box 12.
This is a MUST ENTER field if the Source Code is "R", "N", or "4".

(9)

Filling <Enter>

<Enter>

Press <Enter>.

(10)

Remittance Processing System (RPS) Indicator

RPS

<Enter>

Enter "2" if:

1. Form 813, Form 1332 - "RPS" is edited or stamped in the upper center margin or Residual Remittance Processing System (RRPS). "RRPS" is in the header of Form 1332.

2. Form 3893 - box 13 is checked.

(1)

Section Number

SECT:

Section "01" will always be generated. No entry is required.

(2)

DLN Serial Number

SER#

<Enter>

Enter the last two digits of the 13-digit DLN from the upper portion of the form. If the serial number has been generated by the system, verify that it matches the document being entered.

(3)

Name Control

NC

<Enter>

Enter the Name Control.

(4)

Employer Identification Number (EIN)

EIN

Enter the EIN from the EIN box.

(5)

Address Check

ADDRESS CHECK?

Enter "Y" or "N" as appropriate.

(6)

Street Key

STREET KEY

<Enter>

Enter the Street Key.

(7)

ZIP Key

ZIP KEY

<Enter>

Enter the ZIP Key.

(8)

Tax Period

TAXPR

<Enter>

Enter the edited tax period from the upper right portion of the return.

(9)

Fiduciary Code

FID-CD

<Enter>

Enter the edited digit from the right of the "Simple Trust" box.

(10)

Trust Code

TR-CD

<Enter>

Enter the edited digit from the right of the "Pooled Income Fund" box.

(11)

Condition Codes

CC

<Enter>

Enter the edited codes from the dotted portion of Line 1.

(12)

Return Processing Code

01RPC

<Enter>
MINUS (−)

Enter the edited characters shown in the right margin of Section 1

1. Valid characters are alpha A-Z and numeric 1-9.

2. Enter a pound sign (#) for each illegible character.

3. If no data is present press <F7 to override.

(13)

Received Date

RDATE

<Enter>

Enter the date as stamped or edited on the face of the return.

(14)

Error Resolution System (ERS) Action Code

ACTCD

<Enter>

Enter the edited digits from the lower left margin.

(15)

E-File Mandate Waiver Indicator

E-WAIV

<Enter>

Enter the edited digit from the bottom center margin.

(16)

In Care of Name Line

C/O NAME

<Enter>

Enter the in care of name if shown.

(17)

Foreign Address

FGN ADD

<Enter>

Enter the foreign address information as shown or edited from the entity area.

(18)

Street Address

ADD

<Enter>

Enter the street address information as shown or edited in the entity area of the form.

(19)

City

CITY

<Enter>

Enter the city from the entity area of the return.

(20)

State

ST

<Enter>

Enter the standard state abbreviation from the entity area of the return.

(21)

ZIP Code

ZIP

<Enter>

Enter the ZIP Code from the entity area of the return.

(1)

Section Number

SECT:

<Enter>

Press <Enter> if already present on the screen; otherwise, enter "03".

(2)

Remittance Amount

RMT

<Enter>

Enter the green rockered amount from the balance due area of the return or an attached cash register receipt.
If no amount is edited or the edited amount is illegible, check the control document for the correct amount.
This is a MUST ENTER field if a Prejournalized Credit Amount (prompt "CR") was entered in the Block Header.

(3)

Interest Income

LN1 $

<Enter>

Enter the amount from line 1.

(4)

Ordinary Dividends

L2A $

<Enter>

Enter the amount from line 2a.

(5)

Qualified Dividends

2B(2) $

<Enter>

Enter the amount from line 2b(2).

(6)

Business Income/Loss

LN3 $

<Enter>
MINUS (−)

Enter the amount from line 3.

(7)

Capital Gain/Loss

LN4 $

<Enter>
MINUS (−)

Enter the amount from line 4.

(8)

Rents, Royalties, Partnerships, Other Estates and Trusts

LN5 $

<Enter>
MINUS (−)

Enter the amount from line 5.

(9)

Farm Income/Loss

LN6 $

<Enter>
MINUS (−)

Enter the amount from line 6.

(10)

Ordinary Gain/Loss

LN7 $

<Enter>
MINUS (−)

Enter the amount from line 7.

(11)

Dispose of Any Investments

LN8... $

<Enter>

Enter the amount from dotted portion of line 8.

(12)

Other Income/Loss

LN8 $

<Enter>
MINUS (−)

Enter the amount from line 8.

(13)

Total Income/Loss

LN9 $

<Enter>
MINUS (−)
★★★★★★

Enter the amount from line 9.

(14)

Interest Deduction

L10 $

<Enter>

Enter the amount from line 10.

(15)

Taxes

L11 $

<Enter>

Enter the amount from line 11.

(16)

Fiduciary Fees

L12 $

<Enter>

Enter the amount from line 12.

(17)

Charitable Deductions

L13 $

<Enter>

Enter the amount from line 13.

(18)

Attorney, Accountant, and Preparer Fees

L14 $

<Enter>

Enter the amount from line 14.

(19)

Other Deductions

15A $

<Enter>

Enter the amount from line 15a.

(20)

Net Operating Loss Deduction

15B $

<Enter>

Enter the amount from line 15b.

(21)

Allowable Miscellaneous Itemized Deductions

15C $

<Enter>

Enter the amount from line 15c.

(22)

Basis Total Deductions

L16 $

Enter>
★★★★★★

Enter the amount from line 16.

(23)

Income Distribution Deductions

L18 $

<Enter>

Enter the amount from line 18.

(24)

Estate Tax Deduction

L19 $

<Enter>

Enter the amount from line 19.

(25)

Qualified Business Income Deduction

L20 $

<Enter>

Enter the amount from line 20

(26)

Exemptions

L21 $

<Enter>

Enter the amount from line 21.

(27)

Special Total Deductions

L22 $

<Enter>
MINUS (−)

Enter the amount from line 22.

(28)

Taxable Income

L23 $

<Enter>
MINUS (−)
★★★★★★

Enter the amount from line 23.

(29)

Audit Code

ES-1

<Enter>

Enter the code from the margin to the left of the Deduction Section.

(30)

Electing Small Business Trust (ESBT) Indicator

ES-2

<Enter>

Enter the code from the margin to the left of the Deduction Section.

(31)

Pooled Income Indicator

ES-3

<Enter>

Enter the code from the margin to the left of the Deduction Section.

(32)

Penalty/Interest Code

ES-4

<Enter>

Enter the code from the margin to the left of the Deduction Section.

(33)

Missing Schedule Code

ES-5

<Enter>

Enter the code from the margin to the left of the Deduction Section.

(34)

Installment Sales Indicator

ES-6

<Enter>

Enter the code from the margin to the left of the Deduction Section.

(35)

Historic Structure Code

ES-7

<Enter>

Enter the code from the margin to the left of the Deduction Section.

(1)

Section Number

SECT:

<Enter>

Press <Enter> if already present on the screen; otherwise, enter "04".

(2)

Total Tax Taxpayer

L24

<Enter>

Enter the amount from line 24.

(3)

Section 965 Installment Payments

L25

<Enter>

Enter the amount form line 25.

(4)

Total Payments

L26

<Enter>

Enter the amount from line 26.

(5)

ES Penalty

L27

<Enter>

Enter the amount from line 27.

(6)

Tax Due/Overpayment

28/29

<Enter>
★★★★★★

Enter the amount from line 28 or line 29 as follows:

1. Enter the amount from line 28, if present, and press <Enter>.

2. If there is no entry on line 28, enter the amount from line 29 and press MINUS(-).
   This is a MUST ENTER field.

(7)

Credit Elect

30A

<Enter>

Enter the amount from line 30a.

(8)

Refund Amount

30B

<Enter>

Enter the amount from line 30b.

(9)

Fiduciary EIN

F–EIN

<Enter>

Enter the EIN from the far right of the "Sign Here" line only if there is an edited check mark or if the EIN has been edited.

(10)

Discuss with Preparer Checkbox

CKBX

<Enter>

Enter a "1" if only the "Yes" box is checked. Otherwise, press <Enter>.

(11)

Preparer's PTIN

PTIN

<Enter>

Enter the preparer's PTIN.

(12)

Preparer's EIN

PEIN

<Enter>

Enter the preparer's EIN.

(13)

Preparer's Telephone

TEL#

<Enter>

Enter the preparer's telephone number.

(14)

Tax - Sch G

SCHG 1A $

<Enter>

Enter the amount from Schedule G Part I Line 1(a).

(15)

Tax on Lump Sum Distributions

SCHG 1B $

<Enter>

Enter the amount from Schedule G Part I Line 1(b).

(16)

Alternative Minimum Tax

SCHG 1C $

<Enter>

Enter the amount from Schedule G Part I Line 1(c).

(17)

Gross Tax Total

SCHG 1D $

<Enter>

Enter the amount from Schedule G Part I Line 1(d).

(18)

Foreign Tax Credit

SCHG 2A $

<Enter>

Enter the amount from Schedule G Part I Line 2(a).

(19)

General Business Credit

SCHG 2B $

<Enter>

Enter the amount from Schedule G Part I Line 2(b).

(20)

Credit for Prior Year Minimum Tax

SCHG 2C $

<Enter>

Enter the amount from Schedule G Part I Line 2(c).

(21)

Bond Credits

SCHG 2D $

<Enter>

Enter the amount from Schedule G Part I Line 2(d).

(22)

Tax on ESBT Portion

SCHG 4 $

<Enter>

Enter the amount from Schedule G Part I Line 4.

(23)

Net investment Income Tax (from Form 8960, Line 21)

SCHG 5 $

<Enter>

Enter the amount from Schedule G Part I Line 5.

(24)

Recapture Taxes Form 4255

SCHG 6A $

<Enter>

Enter the amount from Schedule G Part I Line 6a.

(25)

Recapture Taxes Form 8611

SCHG 6B $

<Enter>

Enter the amount from Schedule G Part 1, line 6b.

(26)

Recapture Taxes Amount

SCHG 6C $

<Enter>

Enter the amount from Schedule G Part 1, line 6c.

(25)

Household Employment Taxes

SCHG 7 $

<Enter>

Enter the amount from Schedule G Part I Line 7.

(26)

Other Taxes and Amounts Due

SCHG 8 $

<Enter>

Enter the amount from Schedule G Part I Line 8.

(27)

Estimated (ES) Credits

SCHG 10

<Enter>

Enter the amount from Schedule G Part II Line 10.

(28)

ES Payment to Beneficiaries

SCHG 11

<Enter>

Enter the amount from Schedule G Part II line 11.

(29)

Tax Paid with Extension

SCHG 13

<Enter>

Enter the amount from Schedule G Part II line 13.

(30)

Tax Withheld

SCHG 14

<Enter>

Enter the amount from Schedule G Part II line 14.

(31)

Net 965 Tax Liability

SCHG 15

<Enter>

Enter the amount from Schedule G Part II line 15.

(32)

Form 2439

SCHG 16

<Enter>

Enter the amount from Schedule G Part II line 16.

(33)

Elective Payment Election from Form 3800

SCHG 18A $

<Enter>

Enter the amount from Schedule G Part II line 18a.

(34)

Other Credits or Payments

SCHG 18B $

<Enter>

Enter the amount from Schedule G Part II line 18b.

(35)

Estate or Trust Receive, Sell, Dispose a Digital Asset

CHBK 13

<Enter>

Enter from theYes/No check boxe, line 13.

1. "1" if box a is checked.

2. "2" if box b is checked.

3. "3" if box c is checked.

4. If more than one box is checked, press <Enter>.

(1)

Section Number

SECT:

<Enter>

Press <Enter> if already present on the screen; otherwise, enter "04".

(2)

Total Tax

L24

<Enter>

Enter the amount from line 24.

(3)

Section 965 Installment Payments

L25

<Enter>

Enter the amount form line 25.

(4)

Total Payments

L26

<Enter>

Enter the amount from line 26.

(5)

ES Penalty

L27

<Enter>

Enter the amount from line 27.

(6)

Tax Due/Overpayment

28/29

<Enter>
★★★★★★

Enter the amount from line 28 or line 29 as follows:

1. Enter the amount from line 28, if present, and press <Enter>.

2. If there is no entry on line 28, enter the amount from line 29 and press MINUS(-).
   This is a MUST ENTER field.

(7)

Credit Elect

30A

<Enter>

Enter the amount from line 30a.

(8)

Refund Amount

30B

<Enter>

Enter the amount from line 30b.

(9)

Fiduciary EIN

F–EIN

<Enter>

Enter the EIN from the far right of the "Sign Here" line only if there is an edited check mark or if the EIN has been edited.

(10)

Discuss with Preparer Checkbox

CKBX

<Enter>

Enter a "1" if only the "Yes" box is checked. Otherwise, press <Enter>.

(11)

Preparer's PTIN

PTIN

<Enter>

Enter the preparer's PTIN.

(12)

Preparer's EIN

PEIN

<Enter>

Enter the preparer's EIN.

(13)

Preparer's Telephone

TEL#

<Enter>

Enter the preparer's telephone number.

(14)

Tax - Sch G

SCHG 1A $

<Enter>

Enter the amount from Schedule G Part I Line 1(a).

(15)

Tax on Lump Sum Distributions

SCHG 1B $

<Enter>

Enter the amount from Schedule G Part I Line 1(b).

(16)

Alternative Minimum Tax

SCHG 1C $

<Enter>

Enter the amount from Schedule G Part I Line 1(c).

(17)

Gross Total Tax

SCHG 1D $

<Enter>

Enter the amount from Schedule G Part I Line 1(d).

(18)

Foreign Tax Credit

SCHG 2A $

<Enter>

Enter the amount from Schedule G Part I Line 2(a).

(19)

General Business Credit

SCHG 2B $

<Enter>

Enter the amount from Schedule G Part I Line 2(b).

(20)

Credit for Prior Year Minimum Tax

SCHG 2C $

<Enter>

Enter the amount from Schedule G Part I Line 2(c).

(21)

Bond Credits

SCHG 2D $

<Enter>

Enter the amount from Schedule G Part I Line 2(d).

(22)

Tax on ESBT Portion

SCHG 4 $

<Enter>

Enter the amount from Schedule G Part I Line 4.

(23)

Net investment Income Tax (from Form 8960, Line 21)

SCHG 5 $

<Enter>

Enter the amount from Schedule G Part I Line 5.

(24)

Recapture Taxes

SCHG 6 $

<Enter>

Enter the amount from Schedule G Part I Line 6.

(25)

Household Employment Taxes

SCHG 7 $

<Enter>

Enter the amount from Schedule G Part I Line 7.

(26)

Other Taxes and Amounts Due

SCHG 8 $

<Enter>

Enter the amount from Schedule G Part I Line 8.

(27)

Estimated (ES) Credits

SCHG 10

<Enter>

Enter the amount from Schedule G Part II Line 10.

(28)

ES Payment to Beneficiaries

SCHG 11

<Enter>

Enter the amount from Schedule G Part II line 11.

(29)

Tax Paid with Extension

SCHG 13

<Enter>

Enter the amount from Schedule G Part II line 13.

(30)

Tax Withheld

SCHG 14

<Enter>

Enter the amount from Schedule G Part II line 14.

(31)

Net 965 Tax Liability

SCHG 15

<Enter>

Enter the amount from Schedule G Part II line 15.

(32)

Form 2439

SCHG 16A

<Enter>

Enter the amount from Schedule G Part II line 16(a).

(33)

Refundable Credit Sch H

SCHG 17 $

<Enter>

Enter the amount from Schedule G Part II line 17.

(34)

Credit for Qualified Sick and Family for Tax Year 2021 and Later Year Only

SCHG 18 $

<Enter>

Enter the amount from Schedule G Part II line 18.

(1)

Section Number

SECT:

<Enter>

Press <Enter> if already present on the screen; otherwise, enter "04".

(2)

Total Tax

L24

<Enter>

Enter the amount from line 24.

(3)

Section 965 Installment Payments

L25

<Enter>

Enter the amount form line 25.

(4)

Total Payments

L26

<Enter>

Enter the amount from line 26.

(5)

ES Penalty

L27

<Enter>

Enter the amount from line 27.

(6)

Tax Due/Overpayment

28/29

<Enter>
★★★★★★

Enter the amount from line 28 or line 29 as follows:

1. Enter the amount from line 28, if present, and press <Enter>.

2. If there is no entry on line 28, enter the amount from line 29 and press MINUS(-).
   This is a MUST ENTER field.

(7)

Credit Elect

30A

<Enter>

Enter the amount from line 30a.

(8)

Refund Amount

30B

<Enter>

Enter the amount from line 30b.

(9)

Fiduciary EIN

F–EIN

<Enter>

Enter the EIN from the far right of the "Sign Here" line only if there is an edited check mark or if the EIN has been edited.

(10)

Discuss with Preparer Checkbox

CKBX

<Enter>

Enter a "1" if only the "Yes" box is checked. Otherwise, press <Enter>.

(11)

Preparer's PTIN

PTIN

<Enter>

Enter the preparer's PTIN.

(12)

Preparer's EIN

PEIN

<Enter>

Enter the preparer's EIN.

(13)

Preparer's Telephone

TEL#

<Enter>

Enter the preparer's telephone number.

(14)

Tax - Sch G

SCHG 1A $

<Enter>

Enter the amount from Schedule G Part I Line 1(a).

(15)

Tax on Lump Sum Distributions

SCHG 1B $

<Enter>

Enter the amount from Schedule G Part I Line 1(b).

(16)

Alternative Minimum Tax

SCHG 1C $

<Enter>

Enter the amount from Schedule G Part I Line 1(c).

(17)

Gross Total Tax

SCHG 1D $

<Enter>

Enter the amount from Schedule G Part I Line 1(d).

(18)

Foreign Tax Credit

SCHG 2A $

<Enter>

Enter the amount from Schedule G Part I Line 2(a).

(19)

General Business Credit

SCHG 2B $

<Enter>

Enter the amount from Schedule G Part I Line 2(b).

(20)

Credit for Prior Year Minimum Tax

SCHG 2C $

<Enter>

Enter the amount from Schedule G Part I Line 2(c).

(21)

Bond Credits

SCHG 2D $

<Enter>

Enter the amount from Schedule G Part I Line 2(d).

(22)

Tax on ESBT Portion

SCHG 4 $

<Enter>

Enter the amount from Schedule G Part I Line 4.

(23)

Net investment income tax (from Form 8960, Line 21)

SCHG 5 $

<Enter>

Enter the amount from Schedule G Part I Line 5.

(24)

Recapture Taxes

SCHG 6 $

<Enter>

Enter the amount from Schedule G Part I Line 6.

(25)

Household Employment Taxes

SCHG 7 $

<Enter>

Enter the amount from Schedule G Part I Line 7.

(26)

Other taxes and amounts due

SCHG 8 $

<Enter>

Enter the amount from Schedule G Part I Line 8.

(27)

Estimated (ES) Credits

SCHG 10

<Enter>

Enter the amount from Schedule G Part II Line 10.

(28)

ES Payment to Beneficiaries

SCHG 11

<Enter>

Enter the amount from Schedule G Part II line 11.

(29)

Tax Paid with Extension

SCHG 13

<Enter>

Enter the amount from Schedule G Part II line 13.

(30)

Tax Withheld

SCHG 14

<Enter>

Enter the amount from Schedule G Part II line 14.

(31)

Net 965 Tax Liability

SCHG 15

<Enter>

Enter the amount from Schedule G Part II line 15.

(32)

Form 2439 amount

SCHG 16A

<Enter>

Enter the amount from Schedule G Part II line 16(a).

(33)

Refundable Credit Sch H

SCHG 17 $

<Enter>

Enter the amount from Schedule G Part II line 17.

(34)

Deferral Sch H for Tax Year 2020

SCHG 18 $

<Enter>

Enter the amount from Schedule G Part II line 18.

(1)

Section Number

SECT:

<Enter>

Press <Enter> if already present on the screen; otherwise, enter "05".

(2)

Schedule I, Alternative Tax Net Operating Loss Deduction (NOLD)

SCHI 22 $

<Enter>

Enter the amount from Schedule I, line 22.

(3)

Adjusted Alternative Minimum Taxable Income

SCHI 23 $

<Enter>
MINUS (-)

Enter the amount from Schedule I, line 23.

(4)

Income Distribution Deduction

SCHI 24 $

<Enter>

Enter the amount from Schedule I, line 24.

(5)

Alternative Minimum Tax Foreign Tax Credit

SCHI 51 $

<Enter>

Enter the amount from Schedule I, Part III, line 51.

(6)

Form 4952, Line 4e Amount

4952L4E $

<Enter>

Enter the amount from Form 4952, line 4e.

(7)

Form 4952 Line 4g Amount

4952L4G $

<Enter>

Enter the amount from Form 4952, line 4g.

(1)

Section Number

SECT:

<Enter>

Press <Enter> if already present on the screen; otherwise, enter "06".

(2)

Total Cash Wages Subject to Social Security Tax

LN1A $

<Enter>

Enter the amount from line 1a.

(3)

Qualified Sick and Family Wages

LN1B $

<Enter>

Enter the amount from line 1b.

(4)

Total Medicare Wages

LN3 $

<Enter>

Enter the amount from line 3.

(5)

Total Cash Wages/ Additional Medicare Tax

LN5 $

<Enter>

Enter the amount from line 5.

(6)

Additional Medicare Tax

LN6 $

<Enter>

Enter the amount from line 6.

(7)

Income Tax Withheld

LN7 $

<Enter>

Enter the amount from line 7.

(8)

Total Social Security

LN8A $

<Enter>

Enter the amount from line 8a.

(9)

Nonrefundable Portion of Credit

LN8B $

<Enter>

Enter the amount from line 8b.

(10)

Nonrefundable Portion of Credit After March 2021

LN8C $

<Enter>

Enter the amount from line 8c.

(11)

Total Social Security, Medicare and Federal Income

LN8D $

<Enter>

Enter the amount from line 8d.

(12)

Refundable Amount of the Credit

LN8E $

<Enter>

Enter the amount from line 8e.

(13)

Refundable Portion of Credit After March 2021

LN8F $

<Enter>

Enter the amount from line 8f.

(12)

FUTA Indicator

PG2MAR

<Enter>

Enter the edited digit from below the "Yes/No" boxes.

(13)

State Code - 1

13/17A1

<Enter>

Enter the first edited or underlined State Code from the line 13 area or from line 17, Column (a).

(14)

State Code - 2

17A#2

<Enter>

Enter the second edited or underlined State Code from line 17, Column (a).

(15)

More than 5 States Indicator

17RTMAR

<Enter>

Enter the edited digit from the right margin of line 17.

(16)

Contributions Paid

14$/18H$

<Enter>

Enter the amount from line 14 or line 18, Column (h).

(17)

FUTA Wages

15$/20$

<Enter>

Enter the amount from line 15 or line 20.

(18)

FUTA Tax

16$/24$

<Enter>

Enter the amount from line 16 or line 24.

(19)

Tentative Credit

L19 $

<Enter>

Enter the amount from line 19.

(20)

Multiple ID Code

BOT RT

<Enter>

Enter the edited digit from the space below the last entry for the section.

(1)

Section Number

SECT:

<Enter>

Press <Enter> if already present on the screen; otherwise, enter "06".

(2)

Total Cash Wages Subject to Social Security Tax

LN1A $

<Enter>

Enter the amount from line 1a.

(3)

Qualified Sick and Family Wages

LN1B $

<Enter>

Enter the amount from line 1b.

(4)

Total Medicare Wages

LN3 $

<Enter>

Enter the amount from line 3.

(5)

Total Cash Wages/ Additional Medicare Tax

LN5 $

<Enter>

Enter the amount from line 5.

(6)

Additional Medicare Tax

LN6 $

<Enter>

Enter the amount from line 6.

(7)

Income Tax Withheld

LN7 $

<Enter>

Enter the amount from line 7.

(8)

Total Social Security

LN8A $

<Enter>

Enter the amount from line 8a.

(9)

Nonrefundable Portion of Credit

LN8B $

<Enter>

Enter the amount from line 8b.

(10)

Maximum Amount of the Employer Share

LN8D $

<Enter>

Enter the amount from line 8d.

(11)

Refundable Portion of Credit

LN8F $

<Enter>

Enter the amount from line 8e.

(12)

FUTA Indicator

PG2MAR

<Enter>

Enter the edited digit from below the "Yes/No" boxes.

(13)

State Code - 1

13/17A1

<Enter>

Enter the first edited or underlined State Code from the line 13 area or from line 17, Column (a).

(14)

State Code - 2

17A#2

<Enter>

Enter the second edited or underlined State Code from line 17, Column (a).

(15)

More than 5 States Indicator

17RTMAR

<Enter>

Enter the edited digit from the right margin of line 17.

(16)

Contributions Paid

14$/18H$

<Enter>

Enter the amount from line 14 or line 18, Column (h).

(17)

FUTA Wages

15$/20$

<Enter>

Enter the amount from line 15 or line 20.

(18)

FUTA Tax

16$/24$

<Enter>

Enter the amount from line 16 or line 24.

(19)

Tentative Credit

L19 $

<Enter>

Enter the amount from line 19.

(20)

Multiple ID Code

BOT RT

<Enter>

Enter the edited digit from the space below the last entry for the section.

(1)

Section No.

SECT:

<Enter>

Press <Enter> if already present on screen; otherwise, enter "10".

(2)

Dispose of Any Investments Check Box

CKBX

<Enter> ★★★★★★

Enter the numeric digit from the Checkbox on Schedule D, as follows:

1. Enter 1 - If Yes box is checked.

2. Enter 2 - If No box is checked.

3. Enter 3 - If both boxes are checked.

4. Enter 0 - If Blank.

(3)

Short-Term 1A Sales Price

L1A(D) $

<Enter>

Enter the amount from Part I, Line 1a, Column (d).

(4)

Short-Term 1A Cost or Other Basis

L1A(E) $

<Enter>

Enter the amount from Part I, Line 1a, Column (e).

(5)

Short-Term 1B Sales Price

L1B(D) $

<Enter>

Enter the amount from Part I, Line 1b, Column (d).

(6)

Short-Term 1B Cost or Other Basis

L1B(E) $

<Enter>

Enter the amount from Part I, Line 1b, Column (e).

(7)

Short-Term 1B Adjustments

L1B(G) $

<Enter>
MINUS (-)

Enter the amount from Part I, Line 1b, Column (g).

(8)

Short-Term 2 Sales Price

L2D $

<Enter>

Enter the amount from Part I, Line 2, Column (d).

(9)

Short-Term 2 Cost or Other Basis

L2E $

<Enter>

Enter the amount from Part I, Line 2, Column (e).

(10)

Short-Term 2 Adjustments

L2G $

<Enter>
MINUS (-)

Enter the amount from Part I, Line 2, Column (g).

(11)

Short-Term 3 Sales Price

L3D $

<Enter>

Enter the amount from Part I, Line 3, Column (d).

(12)

Short-Term 3 Cost or Other Basis

L3E $

<Enter>

Enter the amount from Part I, Line 3, Column (e).

(13)

Short-Term 3 Adjustments

L3G $

<Enter>
MINUS (-)

Enter the amount from Part I, Line 3, Column (g).

(14)

Short-Term Capital Gain/Loss

LN4 $

<Enter>
MINUS (-)

Enter the amount from Line 4.

(15)

Net Short-Term Gain/Loss Partnership/S Corp

LN5 $

<Enter>
MINUS (-)

Enter the amount from Line 5.

(16)

Long-Term 8A Sales Price

L8A(D) $

<Enter>

Enter the amount from Part II, Line 8a, Column (d).

(17)

Long-Term 8A Cost or Other Basis

L8A(E) $

<Enter>

Enter the amount from Part II, Line 8a, Column (e).

(18)

Long-Term 8B Sales Price

L8B(D) $

<Enter>

Enter the amount from Part II, Line 8b, Column (d).

(19)

Long-Term 8B Cost or Other Basis

L8B(E) $

<Enter>

Enter the amount from Part II, Line 8b, Column (e).

(20)

Long-Term 8B Adjustments

L8B(G) $

<Enter>
MINUS (-)

Enter the amount from Part II, Line 8b, Column (g).

(21)

Long-Term 9 Sales Price

L9D $

<Enter>

Enter the amount from Part II, Line 9, Column (d).

(22)

Long-Term 9 Cost or Other Basis

L9E $

<Enter>

Enter the amount from Part II, Line 9, Column (e).

(23)

Long-Term 9 Adjustments

L9G $

<Enter>
MINUS (-)

Enter the amount from Part II, Line 9, Column (g).

(24)

Long-Term 10 Sales Price

10D $

<Enter>

Enter the amount from Part II, Line 10, Column (d).

(25)

Long-Term 10 Cost or Other Basis

10E $

<Enter>

Enter the amount from Part II, Line 10, Column (e).

(26)

Long-Term 10 Adjustments

10G $

<Enter>
MINUS (-)

Enter the amount from Part II, Line 10, Column (g).

(27)

Long-Term Capital Gain/Loss

L11 $

<Enter>
MINUS (-)

Enter the amount from Part II, Line 11.

(28)

Net Long-Term Capital Gain/Loss Partnership/S Corp

L12 $

<Enter>
MINUS (-)

Enter the amount from Part II, Line 12.

(29)

Capital Gain Distribution

L13 $

<Enter>

Enter the amount from Part II, Line 13.

(30)

Net Long-Term Capital Gain/Loss

L16 $

<Enter>
MINUS (-)

Enter the amount from Part II, Line 16.

(31)

Net Short-Term Gain/Loss

L17 $

<Enter> +/-

Enter the amount from Page 2, Part III, Column 2, Line 17.

(32)

Net Long-Term Gain/Loss Total for Year

L18A $

<Enter>
MINUS (-)

Enter the amount from Page 2, Part III, Column 2, Line 18a.

(33)

Un-Recaptured Sect. 1250 Gain

L18B $

<Enter>
MINUS (-)

Enter the amount from Page 2, Part III, Column 2, Line 18b.

(34)

28% Rate Gain

L18C $

<Enter>

Enter the amount from Page 2, Part III, Column 2, Line 18c.

(35)

Total Net Gain/Loss

L19 $

<Enter>

Enter the amount from Page 2, Part III, Column 2, Line 19.

(36)

Add Lines 37, 41, and 42

L43 $

<Enter>

Enter the amount from Page 2, Part V, Line 43.

(37)

Z Code EIN

ZPTI 1A

<Enter>

Enter the EIN from Form 8949, Part I, Line 1, Column (a).

(38)

Z Code Date Acquired

ZPTI 1B

<Enter>

Enter the date from Form 8949, Part I, Line 1, Column (b).

(39)

Z Code Amount of Adjustment

ZPTI 1G $

<Enter>

Enter the amount from Form 8949, Part I, Line 1, Column (g).

(40)

Z Code Indicator Part I Form 8949

ZPTI IND

<Enter> ★★★★★★

Enter "1" if additional Z value is present in Column (f) in Part I.

(41)

Y Code EIN

YPTI 1A

<Enter>

Enter the EIN from Form 8949, Part I, Line 1, Column (a).

(42)

Y Code Date Sold or Disposed of

YPTI 1C

<Enter>

Enter the date from Form 8949, Part I, Line 1, Column (c).

(43)

Y Code Recaptured Deferral Amount

YPTI 1G $

<Enter>

Enter the amount Form 8949, Part I, Line 1, Column (g).

(44)

Y Code Indicator Part I Form 8949

YPTI IND

<Enter> ★★★★★★

Enter "1" if additional Y value is present in Column (f) in Part I.

(45)

Z Code EIN

ZPTII 1A

<Enter>

Enter the EIN from Form 8949, Part II, Line 1, Column (a).

(46)

Z Code Date Acquired

ZPTII 1B

<Enter>

Enter the date from Form 8949, Part II, Line 1, Column (b).

(47)

Z Code Amount of Adjustment

ZPTII 1G $

<Enter>

Enter the amount from Form 8949, Part II, Line 1, Column (g).

(48)

Z Code Indicator Part II Form 8949

ZPTII IND

<Enter> ★★★★★★

Enter "1" if additional Z value is present in Column (f) in Part II.

(49)

Y Code EIN

YPTII 1A

<Enter>

Enter the EIN from Form 8949, Part II, Line 1, Column (a).

(50)

Y Code Date Sold or Disposed of

YPTII 1C

<Enter>

Enter the date from Form 8949, Part II, Line 1, Column (c).

(51)

Y Code Recaptured Deferral Amount

YPTII 1G $

<Enter>

Enter the amount Form 8949, Part II, line 1, Column (g).

(52)

Y Code Indicator Part II 8949

YPTII IND

<Enter> ★★★★★★

Enter "1" if additional Y value is present in Column (f) in Part II.

(1)

Section Number

SECT:

<Enter>

Press <Enter> if already present on the screen; otherwise, enter "13".

(2)

Qualified business net (loss) carryforward from the prior years

L3/CL2

<Enter>

Enter the amount from line 3 or line 2 as follows:

1. Enter the amount from Form 8995 Line 3, if present, and press Enter.

2. Enter the amount from Form 8995-A, Sch. C, Line 2, if present, and press Enter.

(3)

Part IV Qualified Business Income

L5/L27

<Enter>

Enter the amount from line 5 or line 27 as follows:

1. Enter the amount from Form 8995, Line 5, if present, and press Enter.

2. Enter the amount from Form 8995-A, Part IV line 27, if present, and press Enter

(4)

Qualified REIT dividends and qualified PTP (loss) carryforward from the prior years

L7/L29

Enter the amount from line 7 or line 29 as follows:

1. Enter the amount from Form 8995 line 7, if present, and press Enter.

2. Enter the amount from Form 8995-A, Part IV, Line 29, if present, and press Enter.

(5)

Part IV REIT/PTP Component

L9/L31

<Enter>

Enter the amount from line 9 or line 31 as follows:

1. Enter the amount from Form 8995 line 9, if present, and press Enter.

2. Enter the amount from Form 8995-A, Part IV, Line 31, if present, and press Enter

(6)

Part IV Net Capital Gains

L12/L34

<Enter>

Enter the amount from line 12 or line 34 as follows:

1. Enter the amount from Form 8995 line 12, if present, and press Enter.

2. Enter the amount from Form 8995-A, Part IV, Line 34, if present, and press Enter

(7)

Total Qualified Business (Loss) Carryforward

L16/CL6

Enter the amount from line 16 or line 6 as follows:

1. Enter the amount from Form 8995 line 16, if present, and press Enter.

2. Enter the amount from Form 8995-A, Sch. C, Line 6, if present, and press Enter.

(8)

Part IV Domestic Production Activities Section 199A(g)

L38

<Enter>

Enter the amount from Form 8995-A, Part IV, Line 38.

(9)

Total Qualified REIT Dividends and PTP (Loss) Carryforward

L17/L40

Enter the amount from line 17 or line 40 as follows:

1. Enter the amount from Form 8995 Line 17, if present, and press Enter.

2. Enter the amount from Form 8995-A, Part IV, Line 40, if present, and press Enter.

(1)

Section Number

SECT:

<Enter>

Press <Enter> if already present on the screen; otherwise, enter "15".

(2)

Amount of Claim 1

AMT1(D) $

<Enter>

Enter the first amount from Column (d).

(3)

Credit Reference Number 1

CRN1(E)

<Enter>

Enter the CRN from Column (e) following the first amount.

(4)

Amount of Claim 2

AMT2(D) $

<Enter>

Enter the second amount from Column (d).

(5)

Credit Reference Number 2

CRN2(E)

<Enter>

Enter the CRN from Column (e) following the second amount.

(6)

Amount of Claim 3

AMT3(D) $

<Enter>

Enter the third amount from Column (d).

(7)

Credit Reference Number 3

CRN3(E)

<Enter>

Enter the CRN from column (e) following the third amount.

(8)

Amount of Claim 4

AMT4(D) $

<Enter>

Enter the fourth amount from Column (d).

(9)

Credit Reference Number 4

CRN4(E)

<Enter>

Enter the CRN from Column (e) following the fourth amount.

(10)

Amount of Claim 5

AMT5(D) $

<Enter>

Enter the fifth amount from Column (d).

(11)

Credit Reference Number 5

CRN5(E)

<Enter>

Enter the CRN from Column (e) following the fifth amount.

(12)

Amount of Claim 6

AMT6(D) $

<Enter>

Enter the sixth amount from Column (d).

(13)

Credit Reference Number 6

CRN6(E)

<Enter>

Enter the CRN from column (e) following the sixth amount.

(14)

Amount of Claim 7

AMT7(D) $

<Enter>

Enter the seventh amount from Column (d).

(15)

Credit Reference Number 7

CRN7(E)

<Enter>

Enter the CRN from Column (e) following the seventh amount.

(16)

Amount of Claim 8

AMT8(D) $

<Enter>

Enter the eighth amount from Column (d).

(17)

Credit Reference Number 8

CRN8(E)

<Enter>

Enter the CRN from Column (e) following the eighth amount.

(18)

Amount of Claim 9

AMT9(D) $

<Enter>

Enter the ninth amount from Column (d).

(19)

Credit Reference Number 9

CRN9(E)

<Enter>

Enter the CRN from Column (e) following the ninth amount.

(20)

Amount of Claim 10

AMT10(D) $

<Enter>

Enter the tenth amount from Column (d).

(21)

Credit Reference Number 10

CRN10(E)

<Enter>

Enter the CRN from Column (e) following the tenth amount.

(22)

Amount of Claim 11

AMT11(D) $

<Enter>

Enter the eleventh amount from Column (d).

(23)

Credit Reference Number 11

CRN11(E)

<Enter>

Enter the CRN from Column (e) following the eleventh amount.

(24)

Amount of Claim 12

AMT12(D) $

<Enter>

Enter the twelfth amount from Column (d).

(25)

Credit Reference Number 12

CRN12(E)

<Enter>

Enter the CRN from Column (e) following the twelfth amount.

(26)

Amount of Claim 13

AMT13(D) $

<Enter>

Enter the thirteenth amount from Column (d).

(27)

Credit Reference Number 13

CRN13(E)

<Enter>

Enter the CRN from Column (e) following the thirteenth amount.

(28)

Amount of Claim 14

AMT14(D) $

<Enter>

Enter the fourteenth amount from Column (d).

(29)

Credit Reference Number 14

CRN14(E)

<Enter>

Enter the CRN from Column (e) following the fourteenth amount.

(30)

Amount of Claim 15

AMT15(D) $

<Enter>

Enter the fifteenth amount from Column (d).

(31)

Credit Reference Number 15

CRN15(E)

<Enter>

Enter the CRN from Column (e) following the fifteenth amount.

(32)

Amount of Claim 16

AMT16(D) $

<Enter>

Enter the sixteenth amount from Column (d).

(33)

Credit Reference Number 16

CRN16(E)

<Enter>

Enter the CRN from Column (e) following the sixteenth amount.

(34)

Amount of Claim 17

AMT17(D) $

<Enter>

Enter the seventeenth amount from Column (d).

(35)

Credit Reference Number 17

CRN17(E)

<Enter>

Enter the CRN from Column (e) following the seventeenth amount.

(36)

Amount of Claim 18

AMT18(D) $

<Enter>

Enter the eighteenth amount from Column (d).

(37)

Credit Reference Number 18

CRN18(E)

<Enter>

Enter the CRN from Column (e) following the eighteenth amount.

(38)

Amount of Claim 19

AMT19(D) $

<Enter>

Enter the nineteenth amount from Column (d).

(39)

Credit Reference Number 19

CRN19(E)

<Enter>

Enter the CRN from Column (e) following the nineteenth amount.

(40)

Amount of Claim 20

AMT20(D) $

<Enter>

Enter the twentieth amount from Column (d).

(41)

Credit Reference Number 20

CRN20(E)

<Enter>

Enter the CRN from Column (e) following the twentieth amount.

(1)

Section Number

SECT:

<Enter>

Press <Enter> if already present on the screen; otherwise, enter "19".

(2)

Source of Review Year Adjustments

CKBX

<Enter>

Enter the numeric digit from Source of Review Check box, as follows:

1. Enter "0" - If No boxes are checked.

2. Enter "1" - If BBA Audit is box is checked.

3. Enter "2" - If AAR Filing box is checked.

4. Enter "3" - If both boxes are checked.

(3)

Total Additional Reporting Year Tax

L14

<Enter>
MINUS (-) ★★★★★★

Enter the amount from Part I, line 14.

(4)

Total Penalties

L16

<Enter>

Enter the amount from Part II, line 16.

(5)

Total Interest

L18

<Enter>

Enter the amount from Part III, line 18.

(1)

Section Number

SECT:

<Enter>

Press <Enter> if already present on the screen: otherwise, enter "21".

(2)

Health Care Responsibility Checkbox

CKBX

<Enter>

Enter the numeric digit from line A, Small Business Health Options Program (SHOP) Checkbox

(3)

EIN

LNB

<Enter>

Enter the EIN from line B.

(4)

Previous Form 8941 Filed

LNC

<Enter>

Enter the numeric digit from Previous Filed Form 8941 Checkbox, as follows:

1. Enter "1"- If Yes box is checked.

2. Enter "2"- If No box is checked.

3. Enter "3"- If both boxes are checked.

4. If Blank, press <Enter>.

(5)

Number of Individuals Employed

LN1

<Enter>

Enter the number from Form 8941, Line 1.

(6)

Number of Full Time Employees

LN2

<Enter>

Enter the number from Form 8941, Line 2.

(7)

Average Annual Wages

LN3 $

<Enter>

Enter the amount from Line 3.

(8)

Health Insurance Premium Paid

LN4 $

<Enter>

Enter the amount from Line 4.

(9)

Premium You Would Have Paid

LN5 $

<Enter>

Enter the amount from Line 5.

(10)

Premium Subsidies Paid

L10 $

<Enter>

Enter the amount from Line 10.

(11)

Number of Employees with Premiums

L13

<Enter>

Enter the number from 8941, Line 13.

(12)

Number of Full Time Employees with Premiums Paid Under Qualified Arrangement

L14

<Enter>

Enter number from Line 14.

(13)

Credit for Small Employer

L15 $

<Enter>

Enter the amount from Line 15.

(14)

Sum of 12 and 15

L16 $

<Enter>

Enter the amount from Line 16.

(15)

Amount Allocated to Patrons

L17 $

<Enter>

Enter the amount from Line 17.

(16)

Cooperatives, Estates, Trusts Credit

L18 $

<Enter>

Enter the amount from Line 18.

(1)

Section Number

Sect:

<Enter>

Press <Enter> if already present on the screen: otherwise, enter "22".

(2)

Total of Line 9 Column 9a - c

L10 $

<Enter>

Enter the amount from Line 10.

(3)

Number of Retained Workers

L11

<Enter>

Enter the number from Line 11.

(1)

Section Number

SECT:

<Enter>

Press <Enter> if already present on the screen: otherwise, enter "23".

(2)

General Business Credits Line 1

LN1 $

<Enter>

Enter the amount from Line 1.

(3)

Passive Activity Credits

LN2 $

<Enter>

Enter the amount from Line 2.

(3)

Passive Activity Credits Allowed

LN3 $

<Enter>

Enter the amount from Line 3.

(4)

Carryforward of General Business Credits

LN4 $

<Enter>

Enter the amount from Line 4.

(5)

Carryback of General Credits

LN5 $

<Enter>

Enter the amount from Line 5.

(6)

Certain Allowable Credits

10B $

<Enter>

Enter the amount from Line 10b.

(7)

Line 3 of All Parts III

L22 $

<Enter>

Enter the amount from Line 22.

(8)

Passive Activity Credit Allowed

L24 $

<Enter>

Enter the amount from Line 24.

(9)

Add lines 17b and 26

L28 $

<Enter>

Enter the amount from Line 28.

10)

General Business Credits Line 30

L30 $

<Enter>

Enter the amount from Line 30.

(11)

Passive Activity Credit Line 32

L32 $

<Enter>

Enter the amount from Line 32.

(12)

Passive Activity Credits Allowed

L33 $

<Enter>

Enter the amount from Line 33.

(13)

Carryforward of Business Credits Line 34

L34 $

<Enter>

Enter the amount from Line 34.

(14)

Carryback of Business Credits Line 35

L35 $

<Enter>

Enter the amount from Line 35.

(15)

Form 3468 Investment Credit

1A(J) $

<Enter>

Enter the amount from Line 1a(j).

(16)

Form 7207 Registration Number

1B(B)

<Enter>

Enter the Registration number from Line 1b, Column (b).

(17)

Form 7207 Credit Transfer Election

1B(G) $

<Enter>
MINUS (-)

Enter the amount from Line 1b, Column (g).

(18)

Form 7207 Gross Elective Payment

1B(H) $

<Enter>

Enter the amount from Line 1b, Column (h).

(19)

Form 7207 Net Elective Payment

1B(I) $

<Enter>

Enter the amount from Line 1b, Column (i).

(20)

Form 7207 Net GBC

1B(J) $

<Enter>

Enter the amount from Line 1b, Column (j).

(21)

Form 6765 Credit for Increasing Research Activities

1C(J) $

<Enter>

Enter the amount from Line 1c, Column (j).

(22)

Form 3468 Registration Number

1D(B)

<Enter>

Enter the Registration number from Line 1d, Column (b).

(23)

Form 3468 Credit Transfer Election

1D(G)$

<Enter>
MINUS (-)

Enter the amount from Line 1d, column g.

(24)

Form 3468 Gross Elective Payment

1D(H)$

<Enter>

Enter the amount from Line 1d, column h

(25)

Form 3468 Net Elective Payment

1D(I)$

<Enter>

Enter the amount from Line 1d, column i.

(26)

Form 3468 Net GBC

1D(J)$

<Enter>

Enter the amount from Line 1d, column j.

(27)

Form 8826 Disabled Access Credit

1E(J) $

<Enter>

Enter the amount from Line 1e, column j.

(28)

F8835 Registration Number

1F(B)

<Enter>

Enter the Registration number from Line 1f, Column (b).

(29)

Form 8835 Credit Transfer Election

1F(G)$

<Enter>
MINUS (-)

Enter the amount from Line 1f, Column (g).

(30)

Form 8835 Net GBC

1F(J)$

<Enter>

Enter the amount from Line 1f, Column (j).

(31)

F7210 Registration Number

1G(B)

<Enter>

Enter the Registration number from Line 1g, Column (b).

(32)

Form 7210 Credit Transfer Election

1G(G)$

<Enter>
MINUS (-)

Enter the amount from Line 1g, Column (g).

(33)

Form 7210 Gross Elective Payment

1G(H)$

<Enter>

Enter the amount from Line 1g, Column (h).

(34)

Form 7210 Net Elective Payment

1G(I)$

<Enter>

Enter the amount from Line 1g, Column (i).

(35)

Form 7210 Net GBC

1G(J)$

<Enter>

Enter the amount from Line 1g, Column (j).

(36)

Form 8820 Orphan Drug Credit

1H(J) $

<Enter>

Enter the amount from Line 1h, Column (j).

(37)

Form 8874 New Markets Credit

1I(J) $

<Enter>

Enter the amount from Line 1i, Column (j).

(38)

Form 8881 Small Employer Pension Plan

1J(J) $

<Enter>

Enter the amount from Line 1j, Column (j).

(39)

Form 8882 Employers Provided Child Care

1K(J) $

<Enter>

Enter the amount from Line 1k, Column (j).

(40)

Form 8864 Biodiesel & Renewable Diesel Fuels

1L(J) $

<Enter>

Enter the amount from Line 1l, Column (j).

(41)

Form 8896 Low Sulfur Diesel Fuels

1M(J) $

<Enter>

Enter the amount from Line 1m, Column (j).

(42)

Form 8906 Distilled Spirits Credit

1N(J) $

<Enter>

Enter the amount from Line 1n, Column (j).

(1)

Section Number

SECT:

<Enter>

Press <Enter> if already present on the screen: otherwise, enter "24".

(2)

Form 3468 Registration Number

1O(B)

<Enter>

Enter the Registration number from Line 1o, Column (b).

(3)

Form 3468 Credit Gross Elective Payment

1O(H) $

<Enter>

Enter the amount from Line 1o, Column (h).

(4)

Form 3468 Net Elective Payment

1O(I) $

<Enter>

Enter the amount from Line 1o, Column (i).

(5)

Form 3468 Net GBC

1O(J) $

<Enter>

Enter the amount from Line 1o, Column (j).

(6)

Form 8908

1P(J) $

<Enter>

Enter the amount from Line 1p, Column (j).

(7)

Form 8910

1R(J)$

<Enter>

Enter the amount from Line 1r, column j

(8)

Form 8911 Registration Number

1S(B)

<Enter>

Enter the Registration number from Line 1s, Column (b).

(9)

Form 8911 Credit Transfer Election

1S(G) $

<Enter>
MINUS (-)

Enter the amount from Line 1s, Column (g).

(10)

Form 8911 Reserved Credit Gross Elective Payment

1S(H) $

<Enter>

Enter the amount from Line 1s, Column (h).

(11)

Form 8911 Net Elective Payment

1S(I) $

<Enter>

Enter the amount from Line 1s, Column (i).

(12)

Form 8911 Net GBC

1S(J) $

<Enter>

Enter the amount from Line 1s, Column (j).

(13)

Form 8830 Enhanced Oil Recovery Credit

1T(J) $

<Enter>

Enter the amount from Line 1t, Column (j).

(14)

Form 7213 Registration Number

1U(B)

<Enter>

Enter the Registration number from Line 1u, Column (b).

(15)

Form 7213 Credit Transfer Election

1U(G) $

<Enter>
MINUS (-)

Enter the amount from Line 1u, Column (g).

(16)

Form 7213 Reserved Credit Gross Elective Payment

1U(H) $

<Enter>

Enter the amount from Line 1u, Column (h).

(17)

Form 7213 Net Elective Payment

1U(I) $

<Enter>

Enter the amount from Line 1u(c).

(18)

Form 7213 Net GBC

1U(J) $

<Enter>

Enter the amount from Line 1u, column (j).

(19)

Form 8932 Credit for Employer Differential Wage Payments

1W(J) $

<Enter>

Enter the amount from Line 1w, column (j).

(20)

Form 8933 Registration Number

1X(B)

<Enter>

Enter the Registration number from Line 1x, column b.

(21)

Form 8933 Credit Transfer Election

1X(G) $

<Enter>
MINUS (-)

Enter the amount from Line 1x, column g.

(22)

Form 8933 Credit Gross Elective Payment

1X(H) $

<Enter>

Enter the amount from Line 1x, Column (h).

(23)

Form 8933 Net Elective Payment

1X(I) $

<Enter>

Enter the amount from Line 1x, Column (i).

(24)

Form 8933 Net GBC

1X(J) $

<Enter>

Enter the amount from Line 1x, column (j).

(25)

Form 8936 Qualified Plug-in Electric Drive Motor Vehicle

1Y(J) $

<Enter>

Enter the amount from Line 1y, Column (j).

(1)

Section Number

SECT:

<Enter>

Press <Enter> if already present on the screen: otherwise, enter "25".

(2)

Form 8936 Registration Number

1AA(B)

<Enter>

Enter the Registration number from Line 1aa, Column (b).

(3)

Form 8936 Credit Gross Elective Payment

1AA(H)$

<Enter>

Enter the amount from Line 1aa, Column (h)..

(4)

Form 8936 Net Elective Payment

1AA(I)$

<Enter>

Enter the amount from Line 1aa, Column (i).

(5)

Form 8936 Net GBC

1AA(J) $

<Enter>

Enter the amount from Line 1aa, Column (j).

(6)

Form 8904 Net GBC

1BB(J) $

<Enter>

Enter the amount from Line 1bb, Column (j).

(7)

Form 7213 Net GBC

1CC(J) $

<Enter>

Enter the amount from Line 1cc, Column (j).

(8)

Form 8881 Part II Net GBC

1DD(J) $

<Enter>

Enter the amount from Line 1dd, Column (j).

(9)

Form 8881 Part III Net GBC

1EE(J) $

<Enter>

Enter the amount from Line 1ee, Column (j).

(10)

Form 8864 Net GBC

1FF(J)$

<Enter>

Enter the amount from Line 1ff, Column (j).

(11)

Other

1ZZ(J)$

<Enter>

Enter the amount from Line 1zz, column j.

(12)

Form 3468 Registration Number

4A(B)

<Enter>

Enter the Registration number from Line 4a, Column (b).

(13)

Form 3468 Credit Transfer Election

4A(G) $

<Enter>

Enter the amount from Line 4a, Column (g).

(14)

Form 3468 Gross Elective Payment

4A(H) $

<Enter>

Enter the amount from Line 4a, Column (h).

(15)

Form 3468 Net Elective Payment

4A(I) $

<Enter>

Enter the amount from Line 4a, Column (i).

(16)

Form 3468 Net GBC

4A(J)$

<Enter>

Enter the amount from Line 4a, Column (j).

(17)

Form 5884 Work Opportunity Credit

4B(J) $

<Enter>

Enter the amount from Line 4b, Column (j).

(18)

Form 6478 Alcohol & Cellulosic Bio-fuel Fuels Credit

4C(J) $

<Enter>

Enter the amount from Line 4c, Column (j).

(19)

Form 8586 Low Income Housing Credit

4D(J)$

<Enter>

Enter the amount from Line 4d, Column (j).

(20)

Form 8835 Part II

4E(B)

<Enter>

Enter the Registration number from Line 4e, column (b).

(21)

Form 8835 Part II Credit Transfer Election

4E(G)$

<Enter>

Enter the amount from Line 4e, Column (g).

(22)

Form 8835 Part II Gross Elective Payment

4E(H)$

<Enter>

Enter the amount from Line 4e, Column (h).

(23)

Form 8835 Part II Net Elective Payment

4E(I)$

<Enter>

Enter the amount from Line 4e, Column (i).

(24)

Form 8835 Part II Net GBC

4E(J)$

<Enter>

Enter the amount from Line 4e, column (j).

(25)

Form 8846

4F(J)$

<Enter>

Enter the amount from Line 4f, column (j).

(26)

Form 8900

4G(J)$

<Enter>

Enter the amount from Line 4g, column (j).

(27)

Form 8941

4H(J)$

<Enter>

Enter the amount from Line 4h, column (j).

(28)

Form 6765 Increasing Research Activities

4I(J)$

<Enter>

Enter the amount from Line 4i, column (j).

(29)

Form 8994 Employer Credit

4J(J)$

<Enter>

Enter the amount from Line 4j, column (j).

(30)

Form 3468 Part VII Rehab. Credit

4K(J)$

<Enter>

Enter the amount from Line 4k, column (j).

(31)

Other

4Z(J)$

<Enter>

Enter the amount from Line 4z, column (j).

(32)

Form 3800 Part V Indicator

IND

<Enter>

Enter the edited digit to right margin of Page 4, Part III, Line 6.

(1)

Section Number

Sect:

<Enter>

Press Enter if already on the screen; otherwise, enter "26".

(2)

QOF EIN 1

PTI 1(A)

<Enter>

Enter the EIN from Form 8897, Part I, Row 1, Column (a).

(3)

Date QOF Investment Acquired 1

PTI 1(B)

<Enter>

Enter the Date from Form 8897, Part I, Row 1, Column (b).

(4)

Special Gain Code 1

PTI 1(D)

<Enter>

Enter the Alpha Code from Form 8897, Part I, Row 1, Column (d).

(5)

Short Term Deferred Gain QOF 1

PTI 1(E)

<Enter>

Enter the amount from Form 8897, Part I, Row 1, Column (e).

(6)

Long Term Deferred Gain QOF 1

PTI 1(F)

<Enter>

Enter the amount from Form 8897, Part I, Row 1, Column (f).

(7)

Part I Indicator

IND

<Enter>

Enter "1" if additional information is present in Part I.

(8)

Enter the Total from Column (e)

PTI L2(E)

<Enter>

Enter the amount from Form 8997, Part I, Line 2, Column (e) Short Term Deferred Gain QOF.

(9)

Enter the Total from Column (f)

PTI L2(F)

<Enter>

Enter the amount from Form 8997, Part I, Line 2, Column (f) Long Term Deferred Gain QOF.

(10)

QOF EIN 1

PTII 1(A)

<Enter>

Enter the EIN from Form 8897, Part II Row 1, Column (a).

(11)

Date QOF Investment Acquired 1

PTII 1(B)

<Enter>

Enter the Date from Form 8897, Part II, Row 1, Column (b).

(12)

Special Gain Code

PTII 1(D)

<Enter>

Enter the Alpha Code from Form 8897, Part II, Row 1, Column (d).

(13)

Short Term Deferred Gain QOF 1

PTII 1(E)

<Enter>

Enter the amount from Form 8897, Part II, Row 1, Column (e).

(14)

Long Term Deferred Gain QOF 1

PTII 1(F)

<Enter>

Enter the amount from Form 8897, Part II, Row 1, Column (f).

(15)

Part II Indicator

IND

<Enter>

Enter "1" if additional information is present in Part II.

(16)

Enter the Total from Column (e)

PTII L2(E)

<Enter>

Enter the amount from Form 8997, Part II, Line 2, Column (e) Short Term Deferred Gain Remaining QOF.

(17)

Enter the Total from Column (f)

PTII L2(F)

<Enter>

Enter the amount from Form 8997, Part II, Line 2, Column (f) Long Term Deferred Gain Remaining QOF.

(18)

QOF EIN 1

PTIII 1(A)

<Enter>

Enter the EIN from Form 8897, Part III, Row 1, Column (a).

(19)

Date QOF Investment Acquired 1

PTIII 1(B)

<Enter>

Enter the Date from Form 8897, Part III, Row 1, Column (b).

(20)

Special Gain Code 1

PTIII 1(D)

<Enter>

Enter the Alpha Code from Form 8897, Part III, Row 1, Column (d).

(21)

Previously Deferred Short-Term Gain 1

PTIII 1(E)

<Enter>

Enter the amount from Form 8997, Part III, Row 1, Column (e).

(22)

Previously Deferred Long-Term Gain 1

PTII 1(F)

<Enter>

Enter the amount from Form 8997, Part III, Row 1, Column (f).

(23)

Part III Indicator

IND

<Enter>

Enter "1" if additional information is present in Part III.

(24)

Enter the Total from Column (e)

PTIII L2(E)

<Enter>

Enter the amount from Form 8997, Part III, Line 2, Column (e) Short Term included in Taxable Income

(25)

Enter the Total from Column (f)

PTIII L2(F)

<Enter>

Enter the amount from Form 8997, Part III, Line 2, Column (f) Deferred Long Term included in Taxable Income

(26)

QOF EIN 1

PTIV 1(A)

<Enter>

Enter the EIN from Form 8897, Part IV, Row 1, Column (a).

(27)

Date QOF Investment Acquired 1

PTIV 1(B)

<Enter>

Enter the Date from Form 8897, Part IV, Row 1, Column (b).

(28)

Special Gain Code 1

PTIV 1(D)

<Enter>

Enter the Alpha Code from Form 8897, Part IV, Row 1, Column (d).

(29)

Short-Term Deferred Gain Invested QOF 1

PTIV 1(E)

<Enter>

Enter the amount from Form 8997, Part IV, Row 1, Column (e).

(30)

Long-Term Deferred Gain Invested QOF 1

PTV 1(F)

<Enter>

Enter the amount from Form 8997, Part IV, Row 1, Column (f).

(31)

Part IV Indicator

IND

<Enter>

Enter "1" if additional information is present in Part IV.

(32)

Enter the Total from Column (e)

PTIV L2(E)

<Enter>

Enter the amount from Form 8997, Part IV, Line 2, Column (e) Short Term Deferred Gain Invested QOF.

(33)

Enter the Total from Column (f)

PTIV L2(F)

<Enter>

Enter the amount from Form 8997, Part IV, Line 2, Column (f) Long Term Deferred Gain Invested QOF.

(1)

Section Number

SECT:

<Enter>

Section "28" will always be generated. No entry is required.

(2)

Investment Income

CKBX

<Enter>

Enter the following:

1. "0" if No boxes are checked.

2. "1" if Section 6013(g) election box is checked.

3. "2" if Reg. section 1.1411-10(g) box is checked.

4. "3" if both boxes are checked.

(3)

Taxable Interest

LN1 $

<Enter>

Enter the amount from Part I, line 1.

(4)

Ordinary Dividends

LN2 $

<Enter>

Enter the amount from Part I, line 2.

(5)

Annuities

LN3 $

<Enter>

Enter the amount from Part I, line 3.

(6)

Rental Real Estate, Royalties, Partnerships, S-Corp, Trusts, Etc.

L4A $

<Enter>
MINUS (-)

Enter the amount from Part I, line 4a.

(7)

Adjustments for Net Income or Loss

L4B $

<Enter>
MINUS (-)

Enter the amount from Part I, line 4b.

(8)

Net Gains from Disposition

L5A $

<Enter>
MINUS (-)

Enter the amount from Part I, line 5a.

(9)

Net Gain or Loss

L5B $

<Enter>
MINUS (-)

Enter the amount from Part I, line 5b.

(10)

Adjustment from Disposition of Partnership Interest/ S-Corp Stock

L5C $

<Enter>
MINUS (-)

Enter the amount from Part I, line 5c.

(11)

Changes to Investment Income

LN6 $

<Enter>
MINUS (-)

Enter the amount from Part I, line 6.

(12)

Other Modifications to Investment Income

LN7 $

<Enter>
+/-

Enter the amount from Part I, line 7.

(13)

Total Investment Income

LN8 $

<Enter>
MINUS (-)

Enter the amount from Part I, line 8.

(14)

Investment Interest Expenses

L9A $

<Enter>

Enter the amount from Part II, line 9a.

(15)

State Income Tax

L9B $

<Enter>

Enter the amount from Part II, line 9b.

(16)

Miscellaneous Investment Expenses

L9C $

<Enter>

Enter the amount from Part II, line 9c.

(17)

Additional Modifications

L10 $

<Enter>

Enter the amount from Part II, line 10.

(18)

Total Deductions and Modifications

L11 $

<Enter>

Enter the amount from Part II, line 11.

(19)

Deductions for Distributions of Net Investment Income

L18B $

<Enter>

Enter the amount from Part III, line 18b.

(20)

Adjusted Gross Income Tax

L19A $

<Enter>
MINUS (-)

Enter the amount from Part III, line 19a.

(21)

Enter Smaller of Line 18c or Line 19c

L20 $

<Enter>

Enter the amount from Part III, line 20.

(22)

Net Investment Income Tax

L21 $

<Enter>

Enter the amount from Part III, line 21.

(1)

Section Number

SECT:

Press <Enter> if already present on the screen; otherwise enter “31” always.

(2)

First Vehicle Identification Number (VIN)

1A L2

<Enter>

Enter up to 17 characters as shown from First Schedule A, Part I, Line 2, Column (a).

(3)

First Placed in Service Date

1A L3

<Enter>

Enter the date from the First Schedule A, Part I, Line 3.

(4)

First Tentative Credit Amount

1A 9$

<Enter>

Enter the amount from the First Schedule A, Part II, Line 9.

(5)

Business Use of New Clean Vehicle

1A L11$

<Enter>

Enter the amount from the First Schedule A Part II, Line 11.

(6)

First Smaller of Line 15 or Line 16

1A L17$

<Enter>

Enter the amount from First Schedule A, Part IV, Line 17.

(7)

First Smaller of Line 24 or Line 25

1A L26$

<Enter>

Enter the amount from the First Schedule A, Part V, Line 26.

(8)

VIN 1 Valid Indicator

VIN1 IND

<Enter>

If this indicator is “1”, it will generate a new ERS error code for CVC.

(9)

Second Vehicle Identification Number (VIN)

2A L2

<Enter>

Enter up to 17 characters as shown from Second Schedule A, Part I, Line 2, Column (a).

(10)

Second Placed in Service Date

2A L3

<Enter>

Enter the date from the Second Schedule A, Part I, Line 3.

(11)

Second Tentative Credit Amount

2A 9$

<Enter>

Enter the amount from the Second Schedule A, Part II, Line 9.

(12)

Business Use of New Clean Vehicle

2A L11$

<Enter>

Enter the amount from the Second Schedule A Part II, Line 11.

(13)

Second Smaller of Line 15 or Line 16

2A L17$

<Enter>

Enter the amount from the Second Schedule A, Part IV, Line 17.

(14)

Second Smaller of Line 24 or Line 25

2A L26$

<Enter>

Enter the amount from the Second Schedule A, Part V, Line 26.

(15)

VIN 2 Valid Indicator

VIN2 IND

<Enter>

If this indicator is “1”, it will generate a new ERS error code for CVC.

(16)

Form 8936 Sch. A Indicator

IND

<Enter>

Enter the edited digits from the bottom right margin of Page 2 of Form 8936 Sch A.

1. 2 or Less Form(s) 8936 Sch. A attached, enter a "0".

2. More Than 2 Forms 8936 Sch. A attached enter "1".

(1)

Section Number

SECT:

<Enter>

Section "01" will always be generated. No entry is required.

(2)

DLN Serial Number

SER#

<Enter>

Enter the last two digits of the 13-digit DLN from the upper portion of the form. If the serial number has been generated by the system, verify that it matches the document being entered.

(3)

Name Control

NC

<Enter>

Enter the Name Control.

(4)

EIN

EIN

<Enter>

Enter the EIN from the EIN box.

(5)

Address Check

ADDRESS CHECK?

<Enter>

Enter "Y" or "N" as appropriate.

(6)

Street Key

STREET KEY

<Enter>

Enter the Street Key.

(7)

ZIP Key

ZIP KEY

<Enter>

Enter the ZIP Key.

(8)

Tax Period

TAXPR

<Enter>

Enter the edited tax period from the upper right portion of the return.

(9)

Condition Codes

CC

<Enter>

Enter the edited characters from the dotted portion of Line 1a.

(10)

Return Processing Code

01RPC

<Enter>

Enter the edited characters shown in the right margin of Section 1

1. Valid characters are alpha A-Z and numeric 1-9.

2. Enter a pound sign (#) for each illegible character.

3. If no data is present press <F7 to override.

(10)

Received Date

RDATE

<Enter>

Enter the date as stamped or edited on the face of the return.

(11)

ERS Action Code

ACTCD

<Enter>

Enter the edited digits from the lower left margin.

(12)

In Care of Name Line

C/O NAME

<Enter>

Enter the in care of name if shown.

(13)

Foreign Address

FGN ADD

<Enter>

Enter the foreign address information as shown or edited from the entity area.

(14)

Street Address

ADD

<Enter>

Enter the street address information as shown or edited in the entity area of the form.

(15)

City

CITY

<Enter>

Enter the city from the entity area of the return.

(16)

State

ST

<Enter>

Enter the standard state abbreviation from the entity area of the return.

(17)

ZIP Code

ZIP

<Enter>

Enter the ZIP Code from the entity area of the return.

(18)

Number of QFTs

LN4

<Enter>

If Form 1041-QFT, enter the digits from line 4; otherwise, press <Enter>.

(1)

Section Number

SECT:

<Enter>

Press <Enter> if already present on the screen; otherwise, enter "03".

(2)

Remittance Amount

RMT

<Enter>

Enter the green rockered amount from the balance due area of the return or an attached cash register receipt.
If no amount is edited or the edited amount is illegible, check the control document (Form 813 or Form 3926) for the correct amount.
This is a MUST ENTER field if a Prejournalized Credit Amount (prompt "CR") was entered in the Block Header.

(3)

Interest Income

L1A $

<Enter>

Enter the amount from line 1a.

(4)

Ordinary Dividends

L2A $

<Enter>

Enter the amount from line 2a.

(5)

Qualified Dividends

L2B $

<Enter>

Enter the amount from line 2b.

(6)

Capital Gain/Loss

LN3 $

<Enter>
MINUS (−)

Enter the amount from line 3.

(7)

Other Income/Loss

LN4 $

<Enter>
MINUS (−)

Enter the amount from line 4.

(8)

Total Income/Loss

LN5 $

<Enter>
MINUS (−)
★★★★★★

Enter the amount from line 5.

(9)

Taxes

LN6 $

<Enter>

Enter the amount from line 6.

(10)

Trustee Fees

LN7 $

<Enter>

Enter the amount from line 7.

(11)

Attorney, Accountant, and Return Preparer Fees

LN8 $

<Enter>

Enter the amount from line 8.

(12)

Other Deductions

LN9 $

<Enter>

Enter the amount from line 9.

(13)

Total Deductions

L10 $

<Enter>

Enter the amount from line 10.

(14)

Taxable Income

L11 $

<Enter>

Enter the amount from line 11.

(15)

Audit Code

ES-1

<Enter>

Enter the code from the margin to the left of the deduction area.

(16)

ESBT Indicator

ES-2

<Enter>

Enter the code from the margin to the left of the deduction area.

(17)

Pooled Income Indicator

ES-3

<Enter>

Enter the code from the margin to the left of the deduction area.

(18)

Penalty/Interest Code

ES-4

<Enter>

Enter the code from the margin to the left of the deduction area.

(19)

Missing Schedule Code

ES-5

<Enter>

Enter the code from the margin to the left of the deduction area.

(20)

Installment Sales Indicator

ES-6