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Income
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Intake and interview
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Form 1040
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Intake and Interview Line Item Form Certification Form 1040 Line to Report Income
1. Wages and Salary W2 Basic Wages, Salaries, tips Line 7
2. Tip Income W2 Advanced Wages, Salaries, tips Line 7
3. Scholarships (Taxable) 1098-T Basic Wages, Salaries, tips Line 7
4. Interest/Dividends 1099-INT1099-DIVSch K-1
Basic Interest – Line 8Dividends – Line 9
5. State/Local Tax Refund 1099-G Basic Taxable refunds Line 106. Alimony Income Basic Alimony received Line 11
7. Self Employment income 1099-Misc box 7
Advanced Business Income Line 12
8. Cash/Check payments for work performed not on W2
Advanced Wages, Salaries, tips Line 7
9. Income/Loss from sale of stock, bonds, real estate
1099-B Advanced Capital Gains Line 13
10. Disability Income W2 Basic Wages, Salaries, tips Line 7
11. Distributions from pensions, IRAs
1099-R
Advanced, Basic if tax configured
IRA Distributions Line 15Pension income Line 16
12. Unemployment Income 1099-G Basic Unemployment Line 19
13. Social Security/Railroad Retirement
SSA-1099RRB-1099-R
Basic Social Security Line 20Railroad Line 16
14. Income/Loss of rental property
Military only Rental Real estate Line 17
15. Other Income
GamblingRoyalties
1099-Misc box 3
W-2GSch K-1
Basic
Advanced
Other income Line 21 Line 17
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W2
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1099-G
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1099 INT
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1099 DIV
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1099-R
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Social Security Benefits
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W-2G
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References
• Download: http://www.irs.gov/pub/irs-pdf/p4012.pdf• Email for hard copy: [email protected]
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