2014 DATA ENTRY SCREEN CODES FORM 1040
LINE #
1-5
6
7
8a
8b
9a
9b
10
11
12
13
14
15a
15b
16a
16b
17
18
19
20a
20b
21
23
24
25 & 36
26
27
28
29
30
31a
31b
32
33
34
35
DESCRIPTION
Name and Address
Filing status
Exemptions
Wages, Salaries, Tips, etc.
Taxable Interest
Tax Exempt Interest
Ordinary Dividends
Qualified Dividends
Taxable Refunds, Credits, or Offsets of State and Local Income
Taxes
Alimony Received
Business Income (Loss)
Capital Gain (Loss)
Other Gains (Loss)
IRA Distributions
Taxable Amount of IRA Distributions
Pensions and Annuities
Taxable Amount of Pensions and Annuities
Rental Real Estate, Royalties, Partnerships, etc.
Farm Income (Loss)
Unemployment Compensation
Social Security Benefits
Taxable Amount of Social Security Benefits
Other Income
Education Expense
Certain Business Expenses
Health Savings Account Deduction (HSA & MSA)
Moving Expenses
Deductible part of Self-Employment Tax
Self-employed SEP, Simple, and Qualified Plans
Self-Employed Health Insurance Deduction
Penalty on Early Withdrawal of Savings
Alimony Paid
Alimony Recipient’s SSN
IRA Deduction
Student Loan Interest Deduction
Tuition and Fees
Domestic Production Activities Deduction
SCREEN
1
1
2
W2; 3
INT; 3; K1F; K1P
INT; 3; K1 F; K1P
DIV; 3; K1 F; K1P
DIV; 3; K1 F; K1P
3; 99G
3
C
8949;D; D2; DIV; HOME
4797; 4562
1099; 3
1099: 3
1099; 3
1099; 3
E; K1P; K1S; K1F; 4835
F
99G; 3
SSA; 3
SSA
3; 99M; NOL; W2G
4
2106
8889; 8853
3903
Automatic; C; F; SE
SEP; 4
SEHI; 4; C; F
INT; 4
4
4
IRA; 4; 8606; ROTH
4
8917
8903
SOURCE
W-2; 1099-MISC
1099-INT
1099-INT
1099-DIV
1099-DIV
1099-G
1099-MISC
1099-B
1099-S
1099-R
1099-R
1099-R
1099-R
1099-MISC; K1
1099-G
1099-SSA
1099-SSA
1099-C; 1099-A
*may affect line 21
5498
2014 DATA ENTRY SCREEN CODES FORM 1040 (continued)
LINE #
39a
39b
40
42
44
45
46
48
49
50
51
52
53
54
57
58
59
60a
60b
61
62
64
65
66a
66b
67
68
69
70
71
72
73
76a
77
78
79
DESCRIPTION
Over 65 or Blind
Spouse Itemizes
Itemized or Standard Deductions
Exemptions
(a) Tax from 8814 (b) Tax from 4972 (c) 962 Election
Alternative Minimum Tax
Excess Advance Premium Tax Credit Repayment
Foreign Tax Credit
Credit for Child and Dependent Care Expenses
Education Credits
Retirement Savings Contributions Credit
Child Tax Credit
Residential Energy Credit
Credits from (a) Form 3800, (b) Form 8801, (c) Other Credit
Self-Employment Tax
Unreported SS and Medicare Tax – (a) Form 4137 (b) Form 8919
Additional tax on IRAs, other qualified retirement plans, etc.
Household Employment Taxes
First-time Homebuyer Credit Repayment
Health Care: Individual Responsibility
Taxes from (a) Form 8959 (b) Form 8960 (c) Other
Federal Income Tax Withheld
2014 Estimated Tax Payments and Amount Applied from 2013 Return
Earned Income Credit (EIC)
Non Taxable Combat Pay Election
Additional Child Tax Credit
American Opportunity Credit
Net Premium Tax Credit
Amount Paid with Request for Extension to File
Excess Social Security and Tier 1 RRTA Tax Withheld
Credit for Federal Tax on Fuels
Credits from (a) Form 2439 (b) Reserved (c) Reserved (d) Other
Amount to be Refunded
Amount to be Applied to 2015 Estimates
Amount you Owe
Estimated Tax Penalty
PIN Signature and Date
Paid Preparer Data /Third Party Designee
Preparer Signature Date
SCREEN
1
A
A
Automatic; 2
8814; 4972; 5
Automatic; 6251
8962
INT; DIV; 5; 1116
2; 2441
8863; 2
Automatic; 8880
Automatic; 2; 8812
5695
3800; 8801; R; 5
Automatic; SE; C; F
4137; 8919
1099; 5329
H
HOME
HC; 8965
8959; 8960; 5
W2; 1099; 5
ES; 5
2; EIC; 8867
W2
Automatic; 2; 8812
8863
8962
EXT
W2; 5
4136
2439; 5
DD; 8888
ES
PMT
Automatic; 2210; 5
PIN
1; PREP
Automatic; PRNT