Where To Report Certain Items From Forms W-2, 1098, and 1099 Form Item and Box in Which It Should Appear Where To Report if Filing Form 1040 W-2 Wages, tips, other...
Form 1310 – Claim a Refund Due a Deceased Taxpayer Who Is Required To Fill Out Form 1310? If you are claiming a refund on behalf of a Deceased Taxpayer,...
Standard Mileage, Actual Expenses, and Depreciation (Form 4562) If you use your car for business purposes, you ordinarily can deduct expenses related to the car or truck. To...
Form 1098-MA Mortgage Assistance Payments Form 1098-MA is used to report: Payments made by either HUD under the Emergency Homeowners’ Loan Program (EHLP) or a State...
Form 4797 – Sale of Business Property Use Form 4797 to report: The sale or exchange of: Property used in your trade or business Depreciable and amortizable property Oil,...
Preparer Tax Identification Number (PTIN) – Overview Anyone who prepares or assists in preparing federal tax returns for compensation must have a valid Preparer Tax Identification Number...
Shared Policy and Shared Policy Allocation When determining the Premium Tax Credit on a tax return, the taxpayer must reconcile the amounts reported on the Health...
Alimony Paid / Received Alimony Paid Alimony payments received from a spouse or former spouse are considered to be taxable income in the year...
Form 1065 – Designation of Tax Matters Partner If the partnership is subject to the rules for consolidated audit proceedings in sections 6221 through 6234, the partnership can...
Covered/Non-Covered Securities In 2008, Congress passed legislation, which requires brokers to report the adjusted cost basis for taxable accounts to the IRS and...