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Form 1095-A

Health Insurance Marketplace Statement

Health Insurance section \ Health Insurance Questionnaire \ Yes \ Verify Your Household Members \ Months Insured \ Advanced Premium Tax Credit (1095-A)

 

Form 1095-B

Health Coverage

n/a

 

Form 1095-C

Employer-Provided Health Insurance Offer and Coverage

n/a

 

Form 1098

Mortgage Interest Statement

Federal section \ Deductions \ Enter Myself \ Itemized Deductions \ Mortgage Interest & Expenses \ Mortgage Interest Reported on Form 1098 \ Schedule A Interest

 

Form 1098-C

Contributions of Motor Vehicles, Boats, and Airplanes

Out of Scope

 

Form 1098-E

Student Loan Interest Statement

Federal section \ Deductions \ Enter Myself \ Adjustments \ Student Loan Interest Deduction

 

Form 1098-MA

Mortgage Assistance Payments

Out of Scope

 

Form 1098-T

Tuition Statement

Federal section \ Deductions \ Enter Myself \ Credits Menu \ Education Credits (Form 1098-T)

Used for American Opportunity Credit, Lifetime Learning Credit & Tuition & Fees Deduction

Form 1099-A

Abandonment of Secured Property

Out of Scope

 

Form 1099-B

Proceeds from Broker and Barter Exchange Transactions

Federal section \ Income \ Enter Myself \ Capital Gains & Losses (Schedule D) \ Capital Gains & Loss Items

 

Form 1099-C

Cancellation of Debt – Mortgage

Out of Scope

 

Form 1099-C

Cancellation of Debt – Credit Card

Federal section \ Income \ Enter Myself \ Other Income \ Cancellation of Debt (1099-C, Form 982) \ Cancellation of Debt (1099-C)

At this time there is no way to deduct it from the NJ return.  Fix TBD

Form 1099-DIV

Dividends and Distributions (other than Tax Exempt Dividend Income Box 10)

Federal section \ Income \ Enter Myself \ Interest & Dividends (1099-INT, 1099-DIV) \ Interest or Dividend Income \ Dividend Income, Form 1099, Box 1

 

Form 1099-DIV

Dividends and Distributions (Tax Exempt Dividend Income Box 10)

Federal section \ Income \ Enter Myself \ Interest & Dividends (1099-INT, 1099-DIV) \ Interest or Dividend Income \ Interest or Dividend Interest \ Tax Exempt Interest Income, Form 1099-DIV Box 10

 

Form 1099-G

State Income Tax Refund

Federal section \ Income \ Enter Myself \ State & Local Refunds Box 2

State refund worksheet is not complete in TS at this point in time.  Fix TBD

Form 1099-G

Unemployment Compensation

Federal section \ Income \ Enter Myself \ Unemployment Compensation (1099-G Box 1) \ Add or Edit a 1099-G

 

Form 1099-G

Unemployment Compensation Repayment

Federal section \ Income \ Enter Myself \ Unemployment Compensation (1099-G Box 1) \ Repayment of Unemployment

 

Form 1099-INT

Interest Income (not tax exempt)

Federal section \ Income \ Enter Myself \ Interest & Dividends (1099-INT, 1099-DIV) \ Interest or Dividend Income \ Interest Income, Form 1099-INT

 

Form 1099-INT

Interest Income (tax exempt - Box 8)

Federal section \ Income \ Enter Myself \ Interest & Dividends (1099-INT, 1099-DIV) \ Interest or Dividend Income \ Tax Exempt Interest Income, Form 1099-INT, Box 8 or 1099-DIV, Box 10

 

Form 1099-INT

Interest Income on EE or I bonds used for higher education expenses

Federal section \ Income \ Enter Myself \ Interest & Dividends (1099-INT, 1099-DIV) \ Exclusion of Interest from Series EE & I Savings Bonds

 

Form 1099-INT

Interest Income from a foreign bank

Federal section \ Income \ Enter Myself \ Interest & Dividends (1099-INT, 1099-DIV) \ Did You Earn Interest from Bank in Foreign Country?

Is this in scope?  Foreign tax is a credit, but can we do foreign interest?

Form 1099-K

Payment Card and Third Party Network Transactions for self-employment - NOT for sale of goods or rental income (e.g.- pts or Sales Airbnb)

Federal section \ Income \ Enter Myself \ Profit or Loss From a Business (Schedule C) \ Schedule C \ Income (enter on Gross Receipts or Sales line)

If there is income on a 1099-MISC, enter it first

Form 1099-LTC

Long Term Care and Accelerated Death Benefits

Federal section \ Deductions \ Enter Myself \ Adjustments \ Medical Savings Accounts (Form 8853) \ Form 8853 Medical Savings Account

Scroll down to the bottom of the form for LTC Insurance Contracts.  The rest of the form is out of scope

Form 1099-MISC

Box 1 – Rents

Federal section \ Income \ Enter Myself \ Form 1099-MISC \ Create a New Schedule E Rent & Royalty \ Schedule E Required Information \ Schedule E Rent & Royalty Information

Out of Scope if not for land or if there are expenses

Enter 1099 Misc first before Schedule E

Form 1099-MISC

Box 2 – Royalties

Federal section \ Income \ Enter Myself \ Form 1099-MISC \ Create a New Schedule E Rent & Royalty \ Schedule E Required Information \ Schedule E Rent & Royalty Information

Out of Scope if there are expenses

Enter 1099 Misc first before Schedule E

Form 1099-MISC

Box 3 – Other Income

Federal section \ Income \ Enter Myself \ Form 1099-MISC

If amount entered in box 3 it will flow to line 21 on the 1040

Form 1099-MISC

Box 7 – Nonemployee compensation

Federal section \ Income \ Enter Myself \ Form 1099-MISC \ Create a New Schedule C Income from Business \ Schedule C \ Income

Enter income from 1099 MISC first before completing SCH C

Form 1099-OID

Original Issue Discount

Federal section \ Income \ Enter Myself \ Interest & Dividends (1099-INT, 1099-DIV) \ Interest or Dividend Income

 

Form 1099-PATR

Rebate/Patronage Dividends from co-ops

Not taxable for individuals

 

Form 1099-Q

Payments from Qualified Education Programs

Federal section \ Income \ Enter Myself \ Other Income \ Payments from Qualified Education Programs (Form 1099-Q)

Out of Scope if amount > qualified expenses or money not used for education expenses

Form 1099-QA

Distribution from ABLE Account (amount <= qualified expenses)

If all non-taxable, do not enter

Out of Scope if amount > qualified expenses or money was not used for qualified disability expenses

Form 1099-R

Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

Federal section \ Income \ Enter Myself \ IRA/Pension Distributions (1099-R, 1099-SSA) \ Add or Edit a 1099-R

There seems to be a question whether Simplified Rule in TS is working properly.  More information to come later.

Form 1099-R
Public Safety Officer

Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

Federal section \ Income \ Enter Myself \ IRA/Pension Distributions (1099-R, 1099-SSA) \ Nontaxable Distributions \ Check box for Public Safety Officer

Checking the box here does not seem to do anything.  At this time, you have to manually deduct any amounts used to pay insurance premiums

Form 1099-R
Code F

Charitable Gift Annuity

Federal section \ Income \ Enter Myself \ IRA/Pension Distributions (1099-R, 1099-SSA) \ Nontaxable Distributions \ Check box for Qualified Charitable Distribution

This is not an automatic deduction.  The amount of the Charitable Gift Annuity has to be manually deducted and the taxable amount shown in box 2a

Form 1099-R
Code 3

Disability Income on 1099-R

Federal section \ Income \ Enter Myself \ IRA/Pension Distributions (1099-R, 1099-SSA) \ Add or Edit a 1099-R \ Check box that says, "Check here to report on Form 1040, Line 7 (Distribution code must be a "3")

Does not seem to carry to NJ by making disability pension non-taxable on the State return.  Fix TBD

Form 1099-R
Rollover

Rollover on 1099-R

Federal section \ Income \ Enter Myself \ IRA/Pension Distributions (1099-R, 1099-SSA) \ Add or Edit a 1099-R \ Check box that says, "Check here if all/part of the distribution was rolled over, and enter the rollover amount."

Box 2a has to manually adjusted to reflect the rolled over amount

Form 1099-S

Proceeds from Real Estate Transactions

Federal section \ Income \ Enter Myself \ Capital Gains & Losses (Schedule D) \ Sale of Main Home Worksheet

 

Form 1099-SA

Distributions From an HSA, Archer MSA, or Medicare+Choice MSA

Federal section \ Deductions \ Enter Myself \ Adjustments \ Health Savings Accounts

HSA only - 8889 (Requires HSA certification)

Non HSA - 8853 Out of Scope

Form 5498

IRA Contribution Information

Federal section \ Deductions \ Enter Myself \ Adjustments \ IRA Deduction

 

Form 5498-SA

Archer MSA or Medicare Advantage MSA Information (Form 8853)

Federal section \ Deductions \ Enter Myself \ Adjustments \ Medical Savings Accounts

HSA certification required

Form 8332

Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent

Your Office \ IRS Website \ Search for Form 8332

 

Form CSA-1099-R

Statement of Annuity Paid (Civil Service Pension)

Federal section \ Income \ Enter Myself \ IRA/Pension Distributions (1099-R, 1099-SSA) \ Add or Edit a 1099-R

 

Form CSF-1099-R

Statement of Survivor Annuity Paid (Civil Service Pension)

Federal section \ Income \ Enter Myself \ IRA/Pension Distributions (1099-R, 1099-SSA) \ Add or Edit a 1099-R

 

Form RRB-1099

Railroad Retirement Benefits – Tier 1 (Social Security equivalent)

Federal section \ Income \ Enter Myself \ IRA/Pension Distributions (1099-R, 1099-SSA) \ Social Security Benefits/RRB-1099

 

Form RRB-1099-R

Railroad Retirement Benefits – Tier 2 (Pension equivalent)

Federal section \ Income \ Enter Myself \ IRA/Pension Distributions (1099-R, 1099-SSA) \ RR-1099-R

Income is correctly not carried to NJ 19A

Form SSA-1099

Social Security Benefits

Federal section \ Income \ Enter Myself \ IRA/Pension Distributions (1099-R, 1099-SSA) \ Social Security Benefits/RRB-1099

 

Form SSA-1099

Lump Sum Social Security Payments

Federal section \ Income \ Enter Myself \ IRA/Pension Distributions (1099-R, 1099-SSA) \ Social Security Benefits/RRB-1099 \ Lump Sum Payments

 

Form W-2

Wage and Tax Statement

Federal section \ Income \ Enter Myself \ Wages & Salaries (W-2)

 

Form W-2G

Certain Gambling Winnings

Federal section \ Income \ Enter Myself \ Other Income \ Gambling Winnings

 

Schedule K-1

Capital Gains

Federal section \ Income \ Enter Myself \ Other Income \ K1 Earnings

 

Schedule K-1

Dividends

Federal section \ Income \ Enter Myself \ Other Income \ K1 Earnings

 

Schedule K-1

Interest

Federal section \ Income \ Enter Myself \ Other Income \ K1 Earnings

 

Schedule K-1

Tax-Exempt Interest

Federal section \ Income \ Enter Myself \ Other Income \ K1 Earnings

 

Schedule K-1

Rents and Royalties

Federal section \ Income \ Enter Myself \ Other Income \ K1 Earnings

Out of Scope if there are expenses

Schedule K-1

All Other

Out of Scope

 

CP01A Notice

Identity Theft PIN

Federal section \ Miscellaneous Forms \ IRS Identification PIN

 

 

Aid to Families with Dependent Children (AFDC)

Non-Taxable

 

 

Alimony paid

Federal section \ Deductions \ Enter Myself \ Adjustments \ Alimony Paid

 

Alimony received

Federal section \ Income \ Enter Myself \ Alimony Received

 

 

Bankruptcy

Out of Scope

 

Blind Taxpayer/Spouse

Basic Information \ Personal Information \ Check box that says, "Check here if Taxpayer/Spouse is blind."

 

Capital Loss Carryover from Prior Year (Short & Long-Term)

Federal section \ Income \ Enter Myself \ Capital Gains & Losses (Schedule D) \ Other Capital Gains Data

 

 

Charitable contributions -cash

Federal section \ Deductions \ Enter Myself \ Itemized Deductions \ Gifts to Charity \ Cash Gifts to Charity

 

 

Charitable contributions - non-cash

Federal section \ Deductions \ Enter Myself \ Itemized Deductions \ Gifts to Charity \ Non-Cash Gifts to Charity

 

 

Charitable contributions - non-cash donations > $500 (Form 8283)

Federal section \ Deductions \ Enter Myself \ Itemized Deductions \ Gifts to Charity \ Non-Cash Donations (More than $500)

 

 

Child and Dependent Care Expenses

Federal section \ Deductions \ Enter Myself \ Credits Menu \ Child Care Credit (Form 2441 - Pages 1 & 2)

 

 

Child Support

Non-Taxable

 

College Student under Age 24 (full time)

Basic Information \ Dependents/Qualifying Person

Check box that says, "Check if this person was a FULL-TIME student."

 

Damages for physical injury (other than punitive)

Non-Taxable

 

Deceased Taxpayer

Basic Information \ Personal Information \ Check box that says, "Check here if Taxpayer/ Spouse is deceased."

 

Deceased Taxpayer (Form 1310)

Federal section \ Miscellaneous Forms \ Claim a Refund Due to a Deceased Taxpayer (Form 1310)

 

 

Death Benefits

Non-Taxable

 

Dependent on Another Return

Basic Information \ Personal Information

Check box that says, "Check here if the Taxpayer/Spouse can be claimed as a dependent on someone else's return."

Direct Deposit Information

E-File section \ Taxpayer Bank Account Information

Errors must be rectified and EIC questions must be answered to get to E-File screen.   Enter Federal Return Type as “Direct Deposit.

 

Dividends on Life Insurance

Non-Taxable

 

Earned Income Credit

E-File \ ?TBD?

Errors must be rectified

 

Early Withdrawal Penalty (1099-INT Box 2)

Federal section \ Income \ Enter Myself \ Interest & Dividends (1099-INT, 1099-DIV) \ Interest or Dividend Income \ Interest Income, Form 1099-INT

 

 

Educator (Teacher) Expenses (Elementary & Secondary)

Federal section \ Deductions \ Enter Myself \ Adjustments \ Educator Expenses

 

 

Entertainment Expenses (Business)

Federal section \ Deductions \ Enter Myself \ Itemized Deductions \ Enter Myself \ Job-Related Travel Expenses (Form 2106) \ Form 2106 Information

If entertainment expenses related to a SCH C business, enter on SCH-C. For employees unreimbursed expenses only.

 

Estimated Payments – Federal

Federal section \ Payments & Estimates \ Federal Estimated Payments

 

Estimated Payments Vouchers

Federal section \ Payments & Estimates \ Vouchers for Next Year's Estimated Payments

 

Extension

Federal section \ Miscellaneous Forms \ Application for Extension (Form 4868)

 

 

Federal Employees' Compensation Act payments

Non-Taxable

 

 

Federal income tax refunds

Non-Taxable

 

CP03A Notice

First-time homebuyer repayment

Federal section \ Other Taxes \ First-time Homebuyer Repayment (Form 5405)

 

 

Gifts, bequests & inheritances

Non-Taxable

 

 

Health Coverage Tax Credit (HCTC)

Out of Scope

 

 

Insurance proceeds (Accident, Casualty, Health, Life)

Non-Taxable

 

 

Home sale

Federal section \ Income \ Enter Myself \ Capital Gains & Losses (Schedule D) \ Sale of Main Home Worksheet

 

Injured Spouse Allocation

Federal section \ Miscellaneous Forms \ Injured Spouse Form (Form 8379)

 

Installment Agreement

Federal section \ Miscellaneous Forms \ Installment Agreement (Form 9465)

 

 

IRA Contributions (Regular and Roth) Roth?

Federal section \ Deductions \ Enter Myself \ Adjustments \ IRA Deduction

 

ITIN Application

Federal section \ Miscellaneous Forms \ Application for ITIN (Form W-7)

 

Long-Term Care Premiums

Federal section \ Deductions \ Enter Myself \ Itemized Deductions \ Medical & Dental Expenses

 

 

Marketplace Exemption Certificate letter

Health Insurance section \ Health Insurance Questionnaire (Yes to question on 2 pages) \ Verify Your Household Members \ Months Insured \ Specify Insured Months \ Advanced Premium Tax Credit (1095-A) \ Dependents' Modified AGI \ Do You Qualify for Health Care Exemptions (Yes) \ Coverage Exemptions \ Health Insurance/ Exemption

There are a number of ways to get to the question regarding Marketplace exemption.  The questions must be answered so that someone in the family does not have coverage for the full year. 

 

Medical Deductions

Federal section \ Deductions \ Enter Myself \ Medical & Dental Expenses

 

Overpayment Applied to Next Year's Taxes

Federal section \ Payment & Estimates \ Apply Overpayment to Next Year's Taxes

 

 

Power of Attorney

Your Office \ IRS Website \ Search for Form 2848

 

Presidential Election Fund

Basic Information \ Personal Information

Check box that says, "Check here if the Taxpayer/Spouse wishes to contribute $3 to the Presidential Election Campaign Fund."

 

Prizes and Awards

Federal section \ Other Income \ Other Inc. Not Reported Elsewhere

 

 

Residential Energy Improvements

Federal section \ Deductions \ Enter Myself \ Credits Menu \ Residential Energy Credit (Form 5695) \ Nonbusiness Energy Property

 

 

Real Estate / Property Taxes

Federal section \ Deductions \ Enter Myself \ Itemized Deductions \ Taxes You Paid

 

 

Real Estate / Property Tax Rebates (PTR & Homestead Benefit)

Federal section \ Deductions \ Enter Myself \ Itemized Deductions \ Taxes You Paid

Subtract from current year's real estate taxes as long as difference is still > 0)

Also check that still itemizing. Federal section \ Deductions \ Enter Myself \ Itemized Deductions \ Compare Deductions

 

Scholarship / Fellowship payments

Federal section \ Income \ Enter Myself \ Other Income \ Other Compensation \ Scholarships & Grants

 

 

Seller financed mortgage /  Interest received on Land Contract

Federal section \ Income \ Enter Myself \ Interest & Dividends (1099-INT, 1099-DIV) \ Interest or Dividend Income \ Seller Financed Interest Income

 

 

Student Loan Interest

 Federal section \ Deductions \ Enter Myself \ Adjustments \ Student Loan Interest Deduction

 

 

Supplemental Security Income (SSI)

Non-Taxable

 

Survey Questions (Veteran Status, Disability, Language Spoken)

E-File section \ Warnings Concerning Your Federal Return (Continue to Questions line)

 

 

Travel Expenses (Business)

Federal section \ Deductions \ Enter Myself \ Itemized Deductions \ Job-Related Travel Expenses (Form 2106) \ Form 2106 Information

If travel expenses related to a SCH C business, enter on SCH-C.  For employees unreimbursed expenses only.

 

Tips (Unreported)

Federal section \ Income \ Enter Myself \ Wages & Salaries (W-2) \ Enter under Box 10

TS moves to form 4137 and calculates SS and Medicare tax.

 

Veterans' Benefits

Non-Taxable

 

 

Wash Sales

Federal section \ Income \ Enter Myself \ Capital Gains & Losses (Schedule D) \ Capital Gains & Loss Items

 

 

Welfare Payments (including TANF) and food stamps

Non-Taxable

 

 

Worker's Compensation and similar payments

Non-Taxable

 

New Jersey

Document

Title

TaxSlayer Navigation

Comments

Form 1099-C

Cancellation of Debt

TBD

 

Form 1099-INT

Interest Income on Bonds from States Other Than NJ

Federal section \ Income \ Enter Myself \ Interest & Dividends (1099-INT, 1099-DIV) \ Interest or Dividend Income \ Tax Exempt Interest Income, Form 1099-INT, Box 8 or Form 1099-DIV, Box 10

Click on "To add/edit state taxable interest items, click here   Add/Edit" & then enter data

Form 1099-INT

Interest Income on NJ Bonds

Same as Federal

 

Form 1099-INT

Interest Income on US Savings Bonds & Treasury Obligations

Federal section \ Income \ Enter Myself \ Interest & Dividends (1099-INT, 1099-DIV) \ Interest or Dividend Income \ Interest Income \ Enter on line that says, "Amount of Interest on U.S. Savings Bonds and Treasury Obligations that you want subtracted from your state return"

 

Form 1099-R

Tax-Exempt Pensions & Annuities

State section \ Edit \ Enter Myself \ NJ State Return \ Congratulations (YES) \ Income Subject to Tax

This is where you enter amounts that go on line 19b. 

Form W-2G

Net Gambling Winnings

State section \ Edit \ Enter Myself \ NJ State Return \ Congratulations (enter YES) \ Income Subject to Tax

Enter net winnings which for NJ is:
Gross winnings – loses (not to exceed winnings)-NJ lottery winnings <= $10K in one occurance

Civil Union Filing Status

Out of Scope

 

College Student Under Age 22 (full time)

State section \ Edit \ Enter Myself \ NJ State Return \ Congratulations (enter YES) \ Basic Information

 

Death Certificate for Deceased Return

State section \ Edit \ Enter Myself \ NJ State Return \ Congratulations (enter YES) \ Basic Information

 

Disabled Status for Exemptions

State section \ Edit \ Enter Myself \ NJ State Return \ Congratulations (enter YES) \ Basic Information

 

 

Disability Income

TBD

 

 

Estimated Payments - NJ

Federal section \ Payments & Estimates \ State Estimated Payments

 

Estimated Payments Vouchers -NJ

State section \ Edit \ Enter Myself \ NJ State Return \ Congratulations (enter YES) \ Miscellaneous Forms \ Estimated Payments Vouchers, Form NJ-1040-ES

 

Excess Disability, Unemployment, Family Leave Insurance (Form NJ 2450)

 Federal section \ Income \ Enter Myself \ Wages & Salaries (W-2)

Enter amounts in box 14.  TS calculates excess when more than one W-2 entered for a single person on the return.

Private Plan SDI - TBD

Gubernatorial Election Fund

State section \ Edit \ Enter Myself \ NJ State Return

 

Health Insurance for Dependents

State section \ Edit \ Enter Myself \ NJ State Return \ Congratulations (enter YES) \ Basic Information

 

IRA Distribution (Basis info available)

TBD

 

Military Pension

State section \ Edit \ Enter Myself \ NJ State Return \ Congratulations (enter YES) \ Income Subject to Tax \ Enter amount to exclude for military pension as a negative number

 

Municipality Code

State section \ Edit \ Enter Myself \ NJ State Return \ Basic Information

 

Overpayment Applied to Next Year's Taxes

State section \ Edit \ Enter Myself \ NJ State Return \ Payments

 

Part-Year Residency

State section \ Edit \ Enter Myself \ NJ State Return \ Basic Information

 

Part-Year Resident Income

State section \ Edit \ Enter Myself \ NJ State Return \ Income Subject to Tax

 

Pre-Tax Medical Expenses

State section \ Edit \ Enter Myself \ NJ State Return \ Subtractions from Income

 

Property Tax Credit/Deduction

State section \ Edit \ Enter Myself \ NJ State Return \ Credits \ Property Tax Credit/ Deduction

 

Property Tax Rebates (Reported as Other Income on Federal 1040)

TBD

 

Rent

State section \ Edit \ Enter Myself \ NJ State Return \ Credits \ Property Tax Credit/ Deduction

Calculate 18% of Rent Paid yourself; TaxSlayer does not do the calculation

Taxes Paid to Another State

State section \ Edit \ Enter Myself \ NJ State Return \ Credits \ Credit for Taxes Paid to Another State

 

 

Three-Year Rule for Pensions

TBD

 

Use Tax

State section \ Edit \ Enter Myself \ NJ State Return \ Congratulations (enter YES) \ Tax \ Use Tax Due on Out-of-State Purchases

 

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