diff --git a/taxcalc/e_variable_info.csv b/taxcalc/e_variable_info.csv deleted file mode 100644 index e9b54d0a6..000000000 --- a/taxcalc/e_variable_info.csv +++ /dev/null @@ -1,405 +0,0 @@ -Original_var_label,Input_Name,Output_Name,Definition_2014,Form,Line,Section,Input in PUF?,Equivalent Codes,Version of form (if not 2014),Notes,Relevant to Other Users (has tax form and in puf),Confidence in match -E00100 = Adjusted Gross Income (Deficit),e00100,c00100,Adjusted Gross Income (Deficit),1040,37,Adjusted Gross Income,Y,,,,Y, -E00200 = Salaries- Wages and Tips,e00200,,"Wages, salaries, tips, etc. ",1040,7,Income,Y,,,,Y, -E00250 = Other dependent earned income,e00250,,Other dependent earned income,1040,21,Income,N,,,,N, -E00300 = Interest received,e00300,,Taxable interest,1040,8a,Income,Y,,,,Y, -x,e00400,,Tax-exempt interest income,1040,8b,Income,Y,,,,Y, -E00600 = Dividends,e00600,,Ordinary dividends,1040,9a,Income,Y,,,,Y, -E00650 = Dividends (Post-May 5) New 2003,e00650,,Qualified dividends,1040,9b,Income,Y,,,,Y, -E00700 = State income tax refunds,e00700,,"Taxable refunds, credits, or offsets of state and local income taxes",1040,10,Income,Y,,,,Y, -E00800 = Alimony received,e00800,,Alimony received,1040,11,Income,Y,,,,Y, -E00900 = Business or professional net profit/loss,e00900,,Business income or loss (Sch C),1040,12,Income,Y,,,,Y, -E01000 = Net capital gain or loss reported on Sch D,e01000,,Capital gain or loss (Sch D),1040,13,Income,Y,,,,Y, -E01100 = Capital gain Distrib. (not reported on Sch D),e01100,,Capital gain Distrib. (not reported on Sch D),1040,13*,Income,Y,,,,Y, -"E01150 = Capital Gain Distrib. (Post-May 5) New 2003, Deleted 2006",e01150,,"Capital Gain Distrib. (Post-May 5) New 2003, Deleted 2006",1040,13*,Income,N,,,,N,is this the same as e01100? -E01200 = Supplemental Sch (Form 4797) net gain or loss,e01200,,Other gain or loss (Form 4797),1040,14,Income,Y,,,,Y, -E01400 = Taxable IRA Distrib.,e01400,,"IRA distributions, taxable",1040,15b,Income,Y,,,,Y, -,e01500,,Pensions and annuities in income,1040,16a,Income,Y,,,,Y, -E01700 = Pensions and annuities in AGI,e01700,,Pensions and annuities in AGI,1040,16b,Income,Y,,,,Y, -E02000 = Sch E net income or loss,e02000,,"Rental real estate, royalties, partnerships, S corporations, trusts, etc. (Sch E)",1040,17,Income,Y,,,,Y, -E02100 = Farm net profit or loss,e02100,,Farm income or loss,1040,18,Income,Y,,,,Y, -E02300 = Unemployment compensation,e02300,,Unemployment compensation,1040,19,Income,Y,,,,Y, -E02400 = Gross Social Security Benefits,e02400,,"Social security benefits, total",1040,20a,Income,Y,,,,Y, -E02500 = In AGI Social Security,e02500,c02500,"Social security benefits, taxable",1040,20b,Income,Y,,,,Y, -E02540 = Social Security Benefits: Net operating loss,e02540,,Social Security Benefits: Net operating loss,1040,25,Income,N,,,,N, -E02600 = Social Security Benefits: Other net income or loss,e02600,,Social Security Benefits: Other net income or loss,1040,21,Income,N,,,,N, -E02610 = Cancellation of debt New 2007,e02610,,Cancellation of debt New 2007,1099-C,2,Cancellation of Debt,N,,,,N, -E02615 = Form 8889 Taxable H Distribution and Total Income New 2010,e02615,,8889 Taxable H Distribution and Total Income New 2010,8889,20,Income and Additional Tax for Failure to Maintain HDHP Coverage,N,,,Also used on Form 1040 line 21,N,Not sure what this refers to -E02650 = Social Security Benefits: Total income,e02650,,Social Security Benefits: Total income,1040,22,Income,N,,,,N, -E02700 = Social Security Benefits: Foreign earned income exclusion,e02700,,Social Security Benefits: Foreign earned income exclusion,2555,42,Taxpayers Claiming the Foreign Earned Income Exclusion,N,,,Also used on Form 1040 line 22,N, -E02800 = Social Security Benefits: Gambling earnings,e02800,,Social Security Benefits: Gambling earnings,W-2G,1,Certain Gambling Winnings,N,,,,N, -E02900 = Adjustments: Total,e02900,c02900,Adjustments: Total,1040,36,Adjusted Gross Income,N,,,,N, -E03150 = Adjustments: Total ded. IRA payments,e03150,,IRA deduction,1040,32,Adjusted Gross Income,Y,,,,Y, -E03210 = Adjustments: Student Loan Interest Deduction,e03210,,Student loan interest deduction,1040,33,Adjusted Gross Income,Y,,,,Y, -E03220 = Adjustments: Educator Exp.s Deduction New 2002,e03220,,Educator expenses,1040,23,Adjusted Gross Income,Y,,,,Y, -E03230 = Adjustments: Tuition and Fees Deduction New 2002,e03230,,Tuition and fees (Form 8917),1040,34,Adjusted Gross Income,Y,,,,Y, -E03240 = Domestic Production Activity Deduction New 2005,e03240,,Domestic production activities (Form 8903),1040,35,Adjusted Gross Income,Y,,,,Y, -E03260 = Adjustments: Deduction for One Half of Self employment tax,e03260,,Deductible part of self-employment tax (Sch SE),1040,27,Adjusted Gross Income,Y,,,,Y, -E03270 = Adjustments: Self employed health insurance deduction,e03270,,Self-employed health insurance deduction,1040,29,Adjusted Gross Income,Y,,,,Y, -E03280 = Move Exp. Adjustment,e03280,,Moving expenses (Form 3903),1040,26,Adjusted Gross Income,N,,,,N, -E03290 = Health Savings Account Deduction Computer Amount New 2004,e03290,,Health savings account deduction (Form 8889),1040,25,Adjusted Gross Income,Y,,,,Y, -E03300 = Adjustments: Payments to a KEOGH plan and SEP deduction,e03300,,"Self-employed SEP, SIMPLE, and qualified plans",1040,28,Adjusted Gross Income,Y,,,,Y, -E03400 = Adjustments: Forfeited int. penalty- early withdraw of savings,e03400,,Penalty on early withdrawal of savings,1040,30,Adjusted Gross Income,Y,,,,Y, -E03500 = Adjustments: Alimony paid,e03500,,Adjustments: Alimony paid,1040,31a,Adjusted Gross Income,Y,,,,Y, -E03600 = Adjustments: Archer MSA Deduction Amt.,e03600,,Adjustments: Archer MSA Deduction Amt.,8853,5,Archer MSA Contributions and Deductions,N,,,,N, -E03700 = Adjustments: Certain Business Exp. of Reservist Performing Artists New 2003,e03700,,"Certain business expenses of reservists, performing artists, and fee-basis government officials (Form 2106)",1040,24,Adjusted Gross Income,N,,,,N, -E03900 = Adjustments: Other adjustments,e03900,,Adjustments: Other adjustments,1040,,,N,,,,N,No line for other adjustments in AGI -E04000 = Adjustments: Foreign housing adjustments,e04000,,Foreign housing adjustment (Form 2555),1040,36,Taxpayers Claiming the Housing Exclusion and/or Deduction,N,,,,N, -E04100 = Adjustments: Basic standard deduction,e04100,,Adjustments: Basic standard deduction,1040,40,Tax and Credits,N,,,,N, -E04200 = Adjustments: Additional standard deduction,e04200,,Adjustments: Additional standard deduction,1040,40,Tax and Credits,N,,,,N, -E04250 = Real Estate Tax Deduction New 2008,e04250,,Real Estate Tax Deduction New 2008,1040,39c,Tax and Credits,Y,,2008,,Y, -E04470 = Total itemized deduction,p04470,,Total itemized deduction,1040,40,Tax and Credits,N,p04470,,,N, -E04500 = Tax table income,e04500,,Tax table income,1040,41,Tax and Credits,N,,,,N, -E04600 = Exemption Amt.,e04600,,Exemption Amt.,1040,42,Tax and Credits,Y,,,,Y, -E04800 = Taxable income,e04800,,Taxable income,1040,43,Tax and Credits,Y,,,,Y, -E04805 = CCF (Capital Construction Fund) Reduction Amount (Sch. C instructions) New 2008,e04805,,,1040,43,Tax and Credits,N,,,,N, -E05100 = Tentative tax,e05100,,Tentative tax,1040,44,Tax and Credits,Y,,,,Y, -E05200 = Computed income tax,e05200,,Computed income tax,1040,44,Tax and Credits,Y,,,,Y,Value might be computated -E05700 = Taxes from special computations,e05700,,Taxes from special computations,1040,44,Tax and Credits,N,,,,N,Value might be computated -E05750 = Adjustments: Tentative Income Tax Before Credits New 2000,e05750,,Adjustments: Tentative Income Tax Before Credits New 2000,1040,44,Tax and Credits,N,,,,N, -E05800 = Adjustments: Income tax before credits (Form ),e05800,,Adjustments: Income tax before credits (Form ),1040,47,Tax and Credits,Y,,,,Y, -,e06000,,Income subject to tax,,,,Y,,,,N, -,e06200,,Marginal tax base,,,,Y,,,,N, -E06300 = Adjustments: Tax generated (Tax Rate Tables),e06300,,Adjustments: Tax generated (Tax Rate Tables),1040,44,Tax and Credits,Y,,,,Y, -,e06500,,Total Income Tax,,,,Y,,,,N, -E07100 = Total credits (Form ),e07100,,Total credits (Form ),1040,55,Tax and Credits,N,,,,N, -E07150 = Total Credits (SOI),e07150,,Total Credits (SOI),1040,55,Tax and Credits,Y,,,,Y, -E07180 = Child care credit - Form 2441,e07180,,Child care credit - Form 2441,1040,49,Tax and Credits,Y,,,,Y, -E07200 = Credit for Elderly or disabled - Sch R,e07200,,Credit for Elderly or disabled - Sch R,1040 Schedule R,22,Figure Your Credit,Y,,,,Y, -E07220 = Child Tax Credit,e07220,,Child Tax Credit,1040,52,Tax and Credits,Y,,,,Y, -E07230 = Education Credit,e07230,,Education Credit,1040,50,Tax and Credits,Y,,,,Y, -E07240 = Retirement Savings contrib. Credit New 2002,e07240,,Retirement Savings contrib. Credit New 2002,1040,51,Tax and Credits,Y,,,,Y, -E07250 = Adoption Credit Amt.,e07250,,Adoption Credit Amt.,8839,16,Adoption Credit,N,,,,N, -E07260 = Residential Energy Credit New 2006,e07260,,Residential Energy Credit New 2006,5695,15,Residential Energy Efficient Property Credit,Y,F5695,,also line 53 on form 1040,Y, -E07300 = Foreign tax credit - Form 1116,e07300,,Foreign tax credit - Form 1116,1040,48,Tax and Credits,Y,,,,Y, -E07400 = General business credit,e07400,,General business credit,3800,17,Allowable Credit,Y,F3800,,,Y, -E07500 = Empowerment Zone Employment Credit (cmptr) - Form 8844 Deleted 2010,e07500,,Empowerment Zone Employment Credit (cmptr) - Form 8844 Deleted 2010,3800,26,Allowable Credit,N,,,,N, -E07600 = Prior year minimum tax credit - Form 8801,e07600,,Prior year minimum tax credit - Form 8801,8801,25,Minimum Tax Credit and Carryforward to 2015,Y,F8801,,,Y, -E07700 = Mortgage int. credit,e07700,,Mortgage int. credit,8396,9,Current Year Mortgage Interest Credit,N,,,,N, -E07900 = Nonconventional source fuel credit - FNS Deleted 2008,e07900,,Nonconventional source fuel credit - FNS Deleted 2008,8907,13,Nonconventional Source Fuel Credit,N,,,,N, -E07960 = Qualified Electric Vehicle Credit New 2009,e07960,,Qualified Electric Vehicle Credit New 2009,8834,7,Qualified Electric Vehicle Credit,N,,,Has different credits for estates and trusts and all others,N, -E07970 = Alternative Fuel Vehicle Refueling Property Credit New 2009,e07970,,Alternative Fuel Vehicle Refueling Property Credit New 2009,8911,19,Credit for Personal Use Part of Refueling Property,N,,,Has different credits for personal and business use,N, -,e07980,,Some other tax credit,,,,N,,,,N,Not sure exactly what tax credit -E08000 = Other statutory credit (computer),p08000,,Other statutory credit (computer),1040,54,Taxes and Credits,N,,,,N, -E08001 = Alternative Motor Vehicle Credit - AMV New 2006,e08001,,Alternative Motor Vehicle Credit - AMV New 2006,8910,15,Credit for Personal Use Part of Vehicle,N,,,Has different credits for personal and business use,N, -E08795 = Income tax after credits (Form ),e08795,,Income tax after credits (Form ),1040,56,Taxes and Credits,N,,,,N, -E08800 = Income tax after credits (SOI),e08800,,Income tax after credits (SOI),1040,56,Taxes and Credits,Y,,,,Y, -E09200 = Taxes: Total tax liability (Form ),e09200,,Taxes: Total tax liability (Form ),1040,63,Other taxes,N,,,,N, -E09400 = Taxes: Self employment tax,e09400,,Taxes: Self employment tax,1040,57,Other Taxes,Y,,,,Y, -E09600 = Taxes: Alternative minimum tax (use in tables),e09600,,Taxes: Alternative minimum tax (use in tables),1040,45,Tax and Credits,Y,,,,Y, -E09700 = Taxes: Recapture tax - Form 4255,e09700,,Taxes: Recapture tax - Form 4255,4255,15,Recapture Tax,Y,,,,Y, -,e09710,,,,,,N,,,,N, -E09720 = First Time Homebuyer Credit Repayment New 2009,e09720,,First Time Homebuyer Credit Repayment New 2009,5405,8,Repyament of the Credit,N,,,,N, -E09800 = Taxes: Social security tax on tip income,e09800,,Taxes: Social security tax on tip income,4137,13,Social Security and Medicare Tax on Unreported Tip Income,Y,,,,Y, -E09805 = Uncollected SS Tax New 2007,e09805,,Uncollected SS Tax New 2007,8919,11,Uncollected Social Security and Medicare Tax on Wages,N,,,,N, -E09900 = Taxes: Penalty tax on qualified retirement plans,e09900,,Taxes: Penalty tax on qualified retirement plans,1040,59,Other Taxes,Y,,,,Y, -E10000 = Taxes: Advance EIC Payment,e10000,,Taxes: Advance EIC Payment,1040,36,Payments,N,,2009,AEIC repealed 2010,N, -E10050 = Taxes: Sch H Comb. Household Employment Tax,e10050,,Taxes: Sch H Comb. Household Employment Tax,1040,60a,Other Taxes,N,,,,N, -E10075 = Taxes: Form 4970 tax - trusts accumulation Distrib.,e10075,,Taxes: Form 4970 tax - trusts accumulation Distrib.,4970,28,Tax Attributable to the Accumulation Distribution,N,,,,N, -E10100 = Taxes: Other taxes,e10100,,Taxes: Other taxes,1040,62,Other Taxes,N,,,,N, -,e10105,,,,,,N,,,,N, -E10300 = Taxes: Total tax liability (SOI),e10300,,Taxes: Total tax liability (SOI),1040,63,Other Taxes,Y,,,,Y, -,e10605,,Total tax payments (SOI),,,,Y,,,??? Look more into these,N, -,e10700,,Income tax withheld,,,,Y,,,"??? Look more into these, potentially income tax withheld from Forms W-2 and 1099 (Form 1040 line 64)",N, -,e10900,,Estimated tax payments,,,,Y,,,??? Look more into these,N, -E11055 = Nontaxable Combat Pay Amount New 2004,e11055,,Nontaxable Combat Pay Amount New 2004,1040,65b,Payments,N,,2004,,N, -E11070 = Tax Payment: Additional Child Tax Credit,e11070,,Tax Payment: Additional Child Tax Credit,1040,67,Payments,Y,,,,Y, -,e11100,,Credits from other forms,1040,54,Payments,Y,,,,Y, -E11200 = Tax Payment: Excess FICA/RRTA,e11200,,Tax Payment: Excess FICA/RRTA,1040,65,Payments,Y,,,,Y, -,e11300,,credit for federal tax on special fuels - form 4136,1040,72,Payments,Y,f4136,,,Y, -e11400,e11400,,regulated investment company credit - form 2439,2439,2,Tax Computation,Y,f2439,,,Y, -,e11450,,,,,,N,,,,N, -,e11500,,,,,,N,,,,N, -E11550 = Refundable credit payment New 2007,e11550,,Refundable credit payment New 2007,1040,71,Payments,Y,f8801,2007,,Y, -,e11570,,Recovery Rebate Credit,,,,Y,,,??? Look more into these,N, -E11580 = First Time Homebuyer Credit New 2008,e11580,,First Time Homebuyer Credit New 2008,1040,69,Payments,Y,,,??? Look more into these,Y, -,e11581,,First Time Homebuyer Credit used to offset income tax before credits,,,,Y,,,??? Look more into these,N, -,e11582,,First Time Homebuyer Credit used to offset all other taxes (except advanced EIC),,,,Y,,,??? Look more into these,N, -,e11583,,First Time Homebuyer Credit refundable portion,,,,Y,,,??? Look more into these,N, -,e11900,,Balance due (overpayment) (+/-),,,,Y,,,??? Look more into these,N, -,e12000,,Credit elect,,,,Y,,,??? Look more into these,N, -,e12200,,Predetermined estimated tax penalty,,,,Y,,,??? Look more into these,N, -E15100 = Schedule L Basic Standard Deduction New 2009,e15100,,Schedule L Basic Standard Deduction New 2009,990 Schedule L,4,Standard Deduction for Certain Filers,N,,2010,Schedule L changed after 2011,N, -E15200 = Schedule L Additional Standard Deduction New 2009,e15200,,Schedule L Additional Standard Deduction New 2009,990 Schedule L,5,Standard Deduction for Certain Filers,N,,2010,Schedule L changed after 2011,N, -E15250 = Schedule L Real Estate Tax New 2009,e15250,,Schedule L Real Estate Tax New 2009,990 Schedule L,7,Standard Deduction for Certain Filers,N,,2009,Schedule L changed after 2011,N, -E15360 = Schedule L Motor Vehicle Tax New 2009,e15360,,Schedule L Motor Vehicle Tax New 2009,990 Schedule L,7,Standard Deduction for Certain Filers,N,,2010,Schedule L changed after 2011,N, -E17000 = Sch A: Total deduction,e17000,c17000,Sch A: Total deduction,1040 Schedule A,4,Total Itemized Deductions,N,,,,N, -E17500 = Sch A: Total medical Exp.s,e17500,,Sch A: Total medical Exp.s,1040 Schedule A,1,Medical and Dental Expenses,Y,,,,Y, -E17750 = Sch A: AGI Limitation (Punched),e17750,c17750,Sch A: AGI Limitation (Punched),1040 Schedule A,29,Total Itemized Deductions,N,,,,N, -E18300 = Sch A: Total taxes deducted,e18300,c18300,Sch A: Total taxes deducted,1040 Schedule A,9,Taxes You Paid,N,,,,N, -E18400 = Sch A: State and local income taxes,e18400,,Sch A: State and local income taxes,1040 Schedule A,5a,Taxes You Paid,N,,,,N, -E18425 = Income Taxes New 2004,e18425,,Income Taxes New 2004,1040 Schedule A,5a,Taxes You Paid,Y,,,,Y, -E18450 = General Sales Taxes New 2004,e18450,,General Sales Taxes New 2004,1040 Schedule A,5b,Taxes You Paid,Y,,,,Y, -E18500 = Sch A: Real estate tax,e18500,,Sch A: Real estate tax,1040 Schedule A,6,Taxes You Paid,Y,,,,Y, -E18600 = New Motor Vehicle Tax New 2009,e18600,,New Motor Vehicle Tax New 2009,,,,N,,,,N, -E18800 = Sch A: Personal property taxes,e18800,,Sch A: Personal property taxes,1040 Schedule A,7,Taxes You Paid,N,,,,N, -E18900 = Sch A: Taxes other than personal property taxes,e18900,,Sch A: Taxes other than personal property taxes,1040 Schedule A,8,Taxes You Paid,N,,,,N, -E19200 = Sch A: Total interest deduction,e19200,c19200,Sch A: Total interest deduction,1040 Schedule A,15,Interest You Paid,Y,,,,Y, -E19400 = Sch A: Financial Institution,e19400,,Sch A: Financial Institution,,,,N,,,,N,Can't find on Schd. A -E19500 = Sch A: Personal /seller,e19500,,Sch A: Personal /seller,,,,N,,,,N,Can't find on Schd. A -E19530 = Sch A: ded. points,e19530,,Sch A: ded. points,1040 Schedule A,12,Interest You Paid,N,,,,N,Something to do with home mortgage interest? -E19550 = Qualified Mortgage Insurance Premiums New 2007,e19550,,Qualified Mortgage Insurance Premiums New 2007,1040 Schedule A,13,Interest You Paid,Y,,,,Y, -E19570 = Sch A: Investment interest paid,e19570,,Sch A: Investment interest paid,1040 Schedule A,14,Interest You Paid,N,,,,N, -E19575 = Sch A: Investment interest not supported by Form 4952,e19575,,Sch A: Investment interest not supported by Form 4952,1040 Schedule A,14,Interest You Paid,N,,,,N,Value is probably calculated -E19700 = Sch A: Total contrib. deducted,e19700,,Sch A: Total contrib. deducted,1040 Schedule A,19,Gifts to Charity,Y,,,,Y, -E19800 = Sch A: Cash contrib.,e19800,,Sch A: Cash contrib.,1040 Schedule A,16,Gifts to Charity,Y,,,,Y, -E19850 = Elected Qualified Contributions New 2005,e19850,,Elected Qualified Contributions New 2005,1040 Schedule A,15b,Gifts to Charity,N,,2005,,N, -E20100 = Sch A: Other than cash,e20100,,Sch A: Other than cash,1040 Schedule A,17,Gifts to Charity,Y,,,,Y, -E20200 = Sch A: contrib. Carryover from Prior Year,e20200,,Sch A: contrib. Carryover from Prior Year,1040 Schedule A,18,Gifts to Charity,N,,,,N, -E20400 = Sch A: Total Miscellaneous deductions subject to 2% AGI limitation,e20400,c20400,Sch A: Total Miscellaneous deductions subject to 2% AGI limitation,1040 Schedule A,24,Job Expenses and Certain Miscellaneous Deductions,Y,,,,Y,Might be line 23 -E20500 = Sch A: Net casualty or theft loss,e20500,c20500,Sch A: Net casualty or theft loss,1040 Schedule A,20,Casualty and Theft Losses,Y,,,,Y, -E20550 = Sch A: Unreimbursed employee business Exp.,e20550,,Sch A: Unreimbursed employee business Exp.,1040 Schedule A,21,Job Expenses and Certain Miscellaneous Deductions,Y,,,,Y, -E20600 = Sch A: Tax preparation fee,e20600,,Sch A: Tax preparation fee,1040 Schedule A,22,Job Expenses and Certain Miscellaneous Deductions,Y,,,,Y, -E20750 = Sch A: Two percent of AGI limitation,e20750,c20750,Sch A: Two percent of AGI limitation,1040 Schedule A,26,Job Expenses and Certain Miscellaneous Deductions,N,,,,N, -E20800 = Sch A: Net limited miscellaneous deductions,e20800,c20800,Sch A: Net limited miscellaneous deductions,1040 Schedule A,27,Other Miscellaneous Deductions,Y,,,,Y, -E20900 = Sch A: Gambling loss deduction,e20900,,Sch A: Gambling loss deduction,1040 Schedule A,28,Other Miscellaneous Deductions,N,,,,N, -E20950 = Sch A: Other miscellaneous deductions (limited),e20950,,Sch A: Other miscellaneous deductions (limited),1040 Schedule A,23,Other Miscellaneous Deductions,N,,,,N,Is this the same as e20400? -E21000 = Sch A: Miscellaneous deductions other than gambling,e21000,,Sch A: Miscellaneous deductions other than gambling,1040 Schedule A,28,Other Miscellaneous Deductions,N,,,,N, -E21010 = Sch A: Casualty Theft Losses Income Prod Prop New 2000,e21010,,Sch A: Casualty Theft Losses Income Prod Prop New 2000,4684,27,Business and Income-Producing Property,N,,,,N, -E21040 = Sch A: Itemized deduction limitation (in excess of limitation),e21040,,Sch A: Itemized deduction limitation (in excess of limitation),1040 Schedule A,29,Total Itemized Deductions,Y,,,,Y,Might be on worksheet -E21060 = Sch A: Total itemized deductions before limitation (Sch A),e21060,,Sch A: Total itemized deductions before limitation (Sch A),1040 Schedule A,29,Total Itemized Deductions,N,,,,N,Might be on worksheet -"E21606 = Sch D: Net Short Term Gain Less Loss from Sales of Cap Assets New 2003, Deleted 2007",e21606,,"Sch D: Net Short Term Gain Less Loss from Sales of Cap Assets New 2003, Deleted 2007",1040 Schedule D,3,Short-Term Capital Gains and Losses - Assets Held One Year or Less,N,,2006,,N, -"E21626 = Sch D: Short Term Gain or Loss from Other Form s New 2003, Deleted 2007",e21626,,"Sch D: Short Term Gain or Loss from Other Form s New 2003, Deleted 2007",1040 Schedule D,4,Short-Term Capital Gains and Losses - Assets Held One Year or Less,N,,,,N, -"E21776 = Sch D: Net Short Term Partnership / S corp. Gain or Loss New 2003, Deleted 2007",e21776,,"Sch D: Net Short Term Partnership / S corp. Gain or Loss New 2003, Deleted 2007",1040 Schedule D,5,Short-Term Capital Gains and Losses - Assets Held One Year or Less,N,,,,N, -E22250 = Sch D: Net short-term gain or loss,p22250,,Sch D: Net short-term gain or loss,1040 Schedule D,7,Short-Term Capital Gains and Losses,N,,,,N, -"E22256 = Sch D: Net Short Term Gain or Loss New 2003, Deleted 2007",e22256,,"Sch D: Net Short Term Gain or Loss New 2003, Deleted 2007",1040 Schedule D,7,Short-Term Capital Gains and Losses,N,,,,N, -"E22306 = Sch D: Long Term Gain or Loss New 2003, Deleted 2007",e22306,,"Sch D: Long Term Gain or Loss New 2003, Deleted 2007",1040 Schedule D,10,Long-Term Capital Gains and Losses - Assets Held More Than One Year,N,,2006,,N, -,e22320,,SchD: Long term gain/loss from other forms on Schedule D,,,,Y,,,??? Look more into these,N, -"E22326 = Sch D: Long Term Gain-Loss from Other Form s New 2003, Deleted 2007",e22326,,"Sch D: Long Term Gain-Loss from Other Form s New 2003, Deleted 2007",1040 Schedule D,11,Long-Term Capital Gains and Losses - Assets Held More Than One Year,N,,,,N, -"E22366 = Sch D: Net Long Term Partnership/S corp. Gain-Loss New 2003, Deleted 2007",e22366,,"Sch D: Net Long Term Partnership/S corp. Gain-Loss New 2003, Deleted 2007",1040 Schedule D,12,Long-Term Capital Gains and Losses - Assets Held More Than One Year,N,,,,N, -,e22370,,Sch D: Capital gain distributions,,,,Y,,,??? Look more into these,N, -"E22376 = Sch D: Capital Gain Distrib. New 2003, Deleted 2007",e22376,,"Sch D: Capital Gain Distrib. New 2003, Deleted 2007",1040 Schedule D,13,Long-Term Capital Gains and Losses - Assets Held More Than One Year,N,,,,N, -E22550 = Sch D: 28% rate gain or loss Deleted 2007,e22550,,Sch D: 28% rate gain or loss Deleted 2007,1040 Schedule D,18,Summary,N,,,,N, -"E22556 = Sch D: Long Term Gain or Loss New 2003, Deleted 2007",e22556,,"Sch D: Long Term Gain or Loss New 2003, Deleted 2007",1040 Schedule D,10,Long-Term Capital Gains and Losses - Assets Held More Than One Year,N,,,,N,Same as e22306? -E23250 = Sch D: Net Long Term Gain or Loss,p23250,,Sch D: Net Long Term Gain or Loss,1040 Schedule D,15,Long-Term Capital Gains and Losses - Assets Held More Than One Year,N,,,,N, -E23650 = Sch D: Net Capital Gain before Exclusion / Loss before Limitation,e23650,,Sch D: Net Capital Gain before Exclusion / Loss before Limitation,1040 Schedule D,16,Summary,N,,,,N, -,e23660,,Schedule D: Short term plus long term gain/loss,1040 Schedule D,17,Taxable Gain or Deductible Loss,N,,2001,,N, -"E23656 = Sch D: Net Capital Gain before Exclusion/Loss before Limitation New 2003, Deleted 2007",e23656,,"Sch D: Net Capital Gain before Exclusion/Loss before Limitation New 2003, Deleted 2007",1040 Schedule D,16,Summary,N,,,,N,Same as e23250? -E24505 = Dividends less Investment Income Computer Amount New 2004,e24505,,Dividends less Investment Income Computer Amount New 2004,,,,N,,,,N,Value is probably calculated -E24510 = Sch D: Gain for Tax Computation,e24510,,Sch D: Gain for Tax Computation,,,,N,,,,N,Value is probably calculated -E24515 = Sch D: Un-Recaptured Section 1250 Gain,e24515,,Sch D: Un-Recaptured Section 1250 Gain,1040 Schedule D,19,Summary,Y,,,,Y, -E24516 = Sch D: Gain Less Invested Income Amt.,e24516,,Sch D: Gain Less Invested Income Amt.,1040 Schedule D,10,Schedule D Tax Worksheet,Y,,,,Y, -E24517 = Sch D: Gain Less 25% and 28% Income Amt.,e24517,,Sch D: Gain Less 25% and 28% Income Amt.,1040 Schedule D,,Schedule D Tax Worksheet,N,,,,N,Not sure what this is -E24518 = Sch D: 28% Rate Gain or Loss New 2003,e24518,,Sch D: 28% Rate Gain or Loss New 2003,1040 Schedule D,18,Summary,Y,,,,Y, -E24520 = Sch D: Tentative Taxable Income Less Gain,e24520,c24520,Tax Worksheet: Tentative Taxable Income Less Gain,1040 Schedule D,14,Schedule D Tax Worksheet,N,,,,N,Schedule D Tax Worksheet kind of confusing... -E24530 = Sch D: Minimum Taxable Income for Bracket,e24530,c24530,Tax Worksheet: Minimum Taxable Income for Bracket,1040 Schedule D,15,Schedule D Tax Worksheet,N,,,,N,Schedule D Tax Worksheet kind of confusing... -"E24532 = Sch D: 5% Limitation Amt. New 2003, Deleted 2007",e24532,,"Sch D: 5% Limitation Amt. New 2003, Deleted 2007",1040 Schedule D,,,N,,,,N,Schedule D Tax Worksheet kind of confusing... -"E24533 = Sch D: Qualifying Dividend & Gain New 2003, Deleted 2006",e24533,,"Sch D: Qualifying Dividend & Gain New 2003, Deleted 2006",1040 Schedule D,13,Schedule D Tax Worksheet,N,,,,N,Schedule D Tax Worksheet kind of confusing... -E24534 = Sch D: Income Subject to 5% Tax New 2003,e24534,,Sch D: Income Subject to 5% Tax New 2003,1040 Schedule D,,,N,,,,N,Schedule D Tax Worksheet kind of confusing... -"E24535 = Sch D: Tax at 5% Rate New 2003, Deleted 2010",e24535,,"Sch D: Tax at 5% Rate New 2003, Deleted 2010",1040 Schedule D,,,Y,,,,Y,Schedule D Tax Worksheet kind of confusing... -E24540 = Sch D: Taxable Income Less Gain,e24540,,Sch D: Taxable Income Less Gain,1040 Schedule D,,,N,,,,N,Schedule D Tax Worksheet kind of confusing... -E24550 = Sch D: Gain Subject to 28% Tax Rate,e24550,,Sch D: Gain Subject to 28% Tax Rate,1040 Schedule D,40,Schedule D Tax Worksheet,N,,,,N,Schedule D Tax Worksheet kind of confusing... -E24560 = Sch D: Non Tax,e24560,,Sch D: Non Tax,1040 Schedule D,35,Schedule D Tax Worksheet,Y,,2008,,Y,Schedule D Tax Worksheet kind of confusing... -E24570 = Sch D: Gain Tax at 28% Tax Rate,e24570,,Sch D: Gain Tax at 28% Tax Rate,1040 Schedule D,32,Schedule D Tax Worksheet,Y,,2008,,Y,Schedule D Tax Worksheet kind of confusing... -E24580 = Sch D: Tax,e24580,,Sch D: Tax,1040 Schedule D,45,Schedule D Tax Worksheet,N,,,,N,Schedule D Tax Worksheet kind of confusing... -"E24581 = Sch D: 5-year Gain Limitation Amt. New 2001, Deleted 2006",e24581,,"Sch D: 5-year Gain Limitation Amt. New 2001, Deleted 2006",1040 Schedule D,,,N,,,,N, -"E24583 = Sch D: Qualified 5-year Gain Amt. New 2001, Deleted 2007",e24583,,"Sch D: Qualified 5-year Gain Amt. New 2001, Deleted 2007",1040 Schedule D,,,N,,,,N, -"E24585 = Sch D: Income Subject to 8% Tax Rate New 2001, Deleted 2006",e24585,,"Sch D: Income Subject to 8% Tax Rate New 2001, Deleted 2006",1040 Schedule D,,,N,,,,N, -"E24587 = Sch D: 8% Tax Amt. New 2001, Deleted 2006",e24587,,"Sch D: 8% Tax Amt. New 2001, Deleted 2006",1040 Schedule D,,,N,,,,N, -E24590 = Sch D: lncome Subject to 10% Tax Rate Deleted 2006,e24590,,Sch D: lncome Subject to 10% Tax Rate Deleted 2006,1040 Schedule D,,,N,,,,N, -E24595 = Sch D: 10% Tax Amt. Deleted 2006,e24595,,Sch D: 10% Tax Amt. Deleted 2006,1040 Schedule D,,,N,,,,N, -E24597 = Sch D: Income Subject to 15% Tax New 2003,e24597,,Sch D: Income Subject to 15% Tax New 2003,1040 Schedule D,28,Schedule D Tax Worksheet,N,,,,N, -E24598 = Sch D: Tax at 15% Rate New 2003,e24598,,Sch D: Tax at 15% Rate New 2003,1040 Schedule D,19,Schedule D Tax Worksheet,Y,,,,Y, -E24600 = Sch D: Income Subject to 20% Tax Rate Deleted 2006,e24600,,Sch D: Income Subject to 20% Tax Rate Deleted 2006,1040 Schedule D,31,Schedule D Tax Worksheet,N,,,,N, -E24605 = Sch D: 20% Tax Amt. Deleted 2006,e24605,,Sch D: 20% Tax Amt. Deleted 2006,1040 Schedule D,32,Schedule D Tax Worksheet,N,,,,N, -E24610 = Sch D: Income Subject to 25% Tax Rate,e24610,,Sch D: Income Subject to 25% Tax Rate,1040 Schedule D,37,Schedule D Tax Worksheet,N,,,,N, -E24615 = Sch D: 25% Tax Amt.,e24615,,Sch D: 25% Tax Amt.,1040 Schedule D,38,Schedule D Tax Worksheet,Y,,,,Y, -E25350 = Sch E: Total rents received,p25350,,Sch E: Total rents received,1040 Schedule E,3,Income or Loss From Rental Real Estate and Royalties,N,,,,N, -,e25370,,,,,,Y,,,,N,In puf but not sure what it is -,p25380,,Rent/Royalty Interest Expenses,,,,Y,,,,N,In puf but not sure what it is -E25360 = Sch E: Total royalties received,e25360,,Sch E: Total royalties received,1040 Schedule E,4,Income or Loss From Rental Real Estate and Royalties,N,,,,N, -E25400 = Sch E: Rental deduction,e25400,,Sch E: Rental deduction,1040 Schedule E,22,Income or Loss From Rental Real Estate and Royalties,N,,,,N, -E25430 = Sch E: Royalty deduction,e25430,,Sch E: Royalty deduction,1040 Schedule E,,,N,,,,N, -E25470 = Sch E: Royalty depletion,p25470,,Sch E: Royalty depletion,1040 Schedule E,18,Income or Loss From Rental Real Estate and Royalties,N,,,,N, -E25500 = Sch E: Rental depreciation,e25500,,Sch E: Rental depreciation,1040 Schedule E,18,Income or Loss From Rental Real Estate and Royalties,N,,,,N, -,p25700,,Sch E: Rent/Royalty net income or loss,,,,,,,,, -,e25820,,Deductible rental loss,,,,Y,,,,N,In puf but not sure what it is -,e25850,,Rent/Royalty net income,,,,Y,,,,N,In puf but not sure what it is -,e25860,,Rent/Royalty net loss,,,,Y,,,,N,In puf but not sure what it is -,e25920,,Total passive loss,,,,Y,,,,N,In puf but not sure what it is -,e25940,,Total passive income,,,,Y,,,,N,In puf but not sure what it is -,e25960,,Total non-passive loss,,,,Y,,,,N,In puf but not sure what it is -,e25980,,Total non-passive income,,,,Y,,,,N,In puf but not sure what it is -,e26100,,S-corp. Section 179 expense deduction,,,,Y,,,,N,In puf but not sure what it is -,e26110,,Partnership Section 179 expense deduction,,,,Y,,,,N,In puf but not sure what it is -,e26160,,Small Business Corp: Total passive loss,,,,Y,,,,N,In puf but not sure what it is -,e26170,,Small Business Corp: Total Passive income,,,,Y,,,,N,In puf but not sure what it is -,e26180,,Small Business Corp: Total non-passive loss,,,,Y,,,,N,In puf but not sure what it is -,e26190,,Small Business Corp: Total non-passive income,,,,Y,,,,N,In puf but not sure what it is -E26205 = Sch E: Total Passive Losses New 2003,e26205,,Sch E: Total Passive Losses New 2003,1040 Schedule E,29b,Income or Loss From Partnerships and S Corporations,N,,,,N, -,e26270,,Combined partnership and S corporation net income/loss,,,,Y,,,,N,In puf but not sure what it is -E26210 = Sch E: Total Passive Income New 2003,e26210,,Sch E: Total Passive Income New 2003,1040 Schedule E,29a,Income or Loss From Partnerships and S Corporations,N,,,,N, -E26320 = Sch E: Estate and Trust total passive loss,e26320,,Sch E: Estate and Trust total passive loss,1040 Schedule E,34a,Income or Loss from Estates and Trusts,N,,,,N, -E26340 = Sch E: Estate and Trust total passive income,e26340,,Sch E: Estate and Trust total passive income,1040 Schedule E,34b,Income or Loss from Estates and Trusts,N,,,,N, -,e26390,,Estate or Trust: Total income,,,,Y,,,,N,In puf but not sure what it is -,e26400,,Estate or Trust: Total loss,,,,Y,,,,N,In puf but not sure what it is -E27200 = Sch E: Farm rent net income or loss,e27200,,Sch E: Farm rent net income or loss,1040 Schedule E,40,Summary,Y,,,,Y, -,t27800,,Sch J: Elected Farm Income,,,,,,,,, -,s27860,,Sch J: Tentative current and prior-year Tax,,,,,,,,, -,p27895,,Sch J: Actual Prior year Tax,,,,,,,,, -,e30100,,Schedule SE: Self-employment tax,1040 Schedule SE,5a,Short Schedule SE,N,,,,N, -,e30400,,Schedule SE: Total self-employment icnome subject to SS Tax,,,,Y,,,,N,In puf but not sure what it is -,e30500,,"Schedule SE: Self-employment income subject to SS Tax, secondary taxpayer",,,,Y,,,,N,In puf but not sure what it is -E32750 = Form 2441: Child Care Credit Dependent 1 Exp. Amt.,e32750,,Form 2441: Child Care Credit Dependent 1 Exp. Amt.,2441,2c,Credit for Child and Dependent Care Expenses,N,,,,N, -E32775 = Form 2441: Child Care Credit Dependent 2 Exp. Amt.,e32775,,Form 2441: Child Care Credit Dependent 2 Exp. Amt.,2441,2c,Credit for Child and Dependent Care Expenses,N,,,,N, -E32800 = Form 2441 child/dep care exp: Qualifying Individual Exp.s,e32800,,Form 2441 child/dep care exp: Qualifying Individual Exp.s,2441,3,Dependent Care Benefits,Y,,,,Y, -E32840 = Form 2441 child/dependant care Exp.s: Excluded benefits,e32840,,Form 2441 child/dependant care Exp.s: Excluded benefits,2441,25,Dependent Care Benefits,N,,,,N,Is this the same as e33475? -E32880 = Form 2441:Primary earned income,e32880,,Form 2441:Primary earned income,2441,4,Credit for Child and Dependent Care Expenses,N,,,,N, -E32890 = Form 2441:Secondary earned income,e32890,,Form 2441:Secondary earned income,2441,5,Credit for Child and Dependent Care Expenses,N,,,,N, -E33000 = Form 2441:Exp. limited to earned income,e33000,,Form 2441:Exp. limited to earned income,2441,6,Credit for Child and Dependent Care Expenses,Y,,,,Y, -E33200 = Form 2441:Credit based on current year Exp.s,e33200,,Form 2441:Credit based on current year Exp.s,2441,11,Credit for Child and Dependent Care Expenses,N,,,,N, -E33400 = Form 2441:Form 2441 credit,e33400,,Form 2441:Form 2441 credit,2441,11,Credit for Child and Dependent Care Expenses,N,,,,N,Same as previous one? -E33420 = Form 2441:Employer provided benefits for dependent care,e33420,,Form 2441:Employer provided benefits for dependent care,W-2,Box 10,Box 1,N,,,,N, -E33430 = Dependent Care Benefits New 2006,e33430,,Dependent Care Benefits New 2006,2441,12,Dependent Care Benefits,N,,,,N, -E33450 = Form 2441:Amt. Forfeited,e33450,,Form 2441:Amt. Forfeited,2441,14,Dependent Care Benefits,N,,,,N, -E33460 = Form 2441:Total qualified dependent care Exp.s,e33460,,Form 2441:Total qualified dependent care Exp.s,2441,16,Dependent Care Benefits,N,,,,N, -E33465 = Amount Received from Sole Proprietorship or Partnership New 2004,e33465,,Amount Received from Sole Proprietorship or Partnership New 2004,2441,22,Dependent Care Benefits,N,,,,N, -E33470 = Deductible Benefits New 2004,e33470,,Deductible Benefits New 2004,2441,24,Dependent Care Benefits,N,,,,N, -E33475 = Excluded Benefits New 2004,e33475,,Excluded Benefits New 2004,2441,25,Dependent Care Benefits,N,,,,N, -E33480 = Form 2441:2441 Taxable dependent care benefits,e33480,,Form 2441:2441 Taxable dependent care benefits,2441,26,Dependent Care Benefits,N,,,,N, -E37703 = Form 4684: Gross Casualty and Theft (Taxpayer) Changed 2000 to E-field,e37703,c37703,Form 4684: Gross Casualty and Theft (Taxpayer) Changed 2000 to E-field,1040,20,Casualty and Theft Losses,N,,,,N, -E37717 = Losses Attributed to Federally Declared Disaster New 2008,e37717,,Losses Attributed to Federally Declared Disaster New 2008,1040,39c,Tax and Credits,N,,2008,,N, -"E40223 = Form 4797:Total 4797 Gains/Losses New 2003, Deleted 2007",e40223,,"Form 4797:Total 4797 Gains/Losses New 2003, Deleted 2007",4797,18,Ordinary Gains and Losses,N,,,,N, -,e53240,,Form 3800: Work Opportunity - Jobs (included in genral business credit),,,,Y,,,,N,In puf but not sure what it is -,e53280,,Form 3800: Research and experimentation (included in general business credit),,,,Y,,,,N,In puf but not sure what it is -,e53300,,Form 3800: Low Income Houseing Credit,,,,Y,,,,N,In puf but not sure what it is -,e53317,,Form 3800: Employer Credit for Social Security Tax on Tips,,,,Y,,,,N,In puf but not sure what it is -,e53410,,"Form 3800: Unlimited General Business Credit, Part 1",,,,Y,,,,N,In puf but not sure what it is -,e53458,,Form 3800: Total Part 2 Additional Credit,,,,Y,,,,N,In puf but not sure what it is -,e58950,,Form 4952: Total investment Intesest Expense,,,,Y,,,,N,In puf but not sure what it is -E58980 = Form 4952:Net Cap Gain disposal of prop. held for investment,e58980,,Form 4952:Net Cap Gain disposal of prop. held for investment,4952,4e,Net Investment Income,N,,2008,,N, -E58990 = Form 4952:Investment Income Amt.,e58990,,Form 4952:Investment Income Amt.,4952,4g,Net Investment Income,Y,,2008,,Y, -E59400 = Form 4972:Capital gain from Form 1099-R,e59400,,Form 4972:Capital gain from Form 1099-R,4972,6,Complete this part to choose the 20% capital gain election,N,,,,N, -E59410 = Form 4972:Ordinary income from Form 1099-R,e59410,,Form 4972:Ordinary income from Form 1099-R,4972,8,Complete this part to choose the 10-year tax option,N,,,,N, -E59420 = Form 4972:Death benefit exclusion,e59420,,Form 4972:Death benefit exclusion,4972,9,Complete this part to choose the 10-year tax option,N,,,,N, -E59430 = Form 4972:Total taxable Amt.,e59430,,Form 4972:Total taxable Amt.,4972,10,Complete this part to choose the 10-year tax option,N,,,,N, -E59440 = Form 4972:Current annuity value,e59440,,Form 4972:Current annuity value,4972,11,Complete this part to choose the 10-year tax option,N,,,,N, -E59450 = Form 4972:Adjusted taxable Amt.,e59450,,Form 4972:Adjusted taxable Amt.,4972,12,Complete this part to choose the 10-year tax option,N,,,,N, -E59460 = Form 4972:Minimum Distrib. allowance,e59460,,Form 4972:Minimum Distrib. allowance,4972,16,Complete this part to choose the 10-year tax option,N,,,,N, -E59470 = Form 4972:Federal estate tax,e59470,,Form 4972:Federal estate tax,4972,18,Complete this part to choose the 10-year tax option,N,,,,N, -E59475 = Form 4972:Tentative tax I,e59475,,Form 4972:Tentative tax I,4972,23,Complete this part to choose the 10-year tax option,N,,,,N, -E59480 = Form 4972:Tentative tax II,e59480,,Form 4972:Tentative tax II,4972,26,Complete this part to choose the 10-year tax option,N,,,,N, -E59485 = Form 4972:10-year averaging tax,e59485,,Form 4972:10-year averaging tax,4972,28,Complete this part to choose the 10-year tax option,N,,,,N, -E59490 = Form 4972:Tax on lump-sum Distrib.,e59490,,Form 4972:Tax on lump-sum Distrib.,4972,30,Complete this part to choose the 10-year tax option,N,,,,N, -E59560 = Sch EIC: earned income,e59560,,Sch EIC: earned income,1040 Worksheet B,4a,Part 4: All Filers Using Worksheet B,Y,,,,Y, -E59660 = Sch EIC: Total earned income credit,e59660,,Sch EIC: Total earned income credit,1040,66a,Payments,N,,,,N, -E59680 = Sch EIC used to offset income tax before credits,e59680,,Sch EIC used to offset income tax before credits,,,,Y,,,,N, -E59700 = Sch EIC used to offset all other taxes except adv EIC,e59700,,Sch EIC used to offset all other taxes except adv EIC,,,,Y,,,,N, -E59720 = Sch EIC refundable portion,e59720,,Sch EIC refundable portion,,,,Y,,,,N, -E60000 = Form 6251 AMT: Taxable income,e60000,,Form 6251 AMT: Taxable income,6251,1,Alternative Minimum Taxable Income,Y,,,,Y, -E60100 = Form 6251 AMT: Net operating loss deduction,p60100,,Form 6251 AMT: Net operating loss deduction,6251,10,Alternative Minimum Taxable Income,N,,,,N, -E60130 = Form 6251 AMT: Itemized deduction limitation,e60130,,Form 6251 AMT: Itemized deduction limitation,6251,6,Alternative Minimum Taxable Income,N,,,,N, -E60200 = Form 6251 AMT: Medical and dental Exp.,e60200,,Form 6251 AMT: Medical and dental Exp.,6251,2,Alternative Minimum Taxable Income,N,,,,N, -E60220 = Form 6251 AMT: Net limited miscellaneous itemized deductions,e60220,,Form 6251 AMT: Net limited miscellaneous itemized deductions,6251,5,Alternative Minimum Taxable Income,N,,,,N, -E60240 = Form 6251 AMT: Sch A taxes deducted,e60240,,Form 6251 AMT: Sch A taxes deducted,6251,3,Alternative Minimum Taxable Income,N,,,,N, -E60250 = Form 6251 Disaster Losses New 2008,e60250,,Form 6251 Disaster Losses New 2008,6251,11,Alternative Minimum Taxable Income,N,,,Grouped with other operating losses,N, -E60260 = Form 6251 AMT: State income tax refund,e60260,,Form 6251 AMT: State income tax refund,6251,7,Alternative Minimum Taxable Income,N,,,,N, -E60290 = Form 6251 AMT: Form 6251 home mortgage interest,e60290,,Form 6251 AMT: Form 6251 home mortgage interest,6251,4,Alternative Minimum Taxable Income,N,,,,N, -E60300 = Form 6251 Investment interest Exp.,e60300,,Form 6251 Investment interest Exp.,6251,8,Alternative Minimum Taxable Income,N,,,,N, -E60340 = Form 6251 AMT: Post-1986 Depreciation of property,e60340,,Form 6251 AMT: Post-1986 Depreciation of property,6251,18,Alternative Minimum Taxable Income,N,,,,N, -E60405 = Form 6251:Circulation expenditures,e60405,,Form 6251:Circulation expenditures,6251,21,Alternative Minimum Taxable Income,N,,,,N, -E60410 = Form 6251:Research and experimental,e60410,,Form 6251:Research and experimental,6251,24,Alternative Minimum Taxable Income,N,,,,N, -E60420 = Form 6251:Mining costs,e60420,,Form 6251:Mining costs,6251,23,Alternative Minimum Taxable Income,N,,,,N, -E60430 = Form 6251:Large Partnerships,e60430,,Form 6251:Large Partnerships,6251,16,Alternative Minimum Taxable Income,N,,,,N, -E60440 = Form 6251:Long-term contracts,e60440,,Form 6251:Long-term contracts,6251,22,Alternative Minimum Taxable Income,N,,,,N, -E60460 = Form 6251:Pollution control facilities Deleted 2007,e60460,,Form 6251:Pollution control facilities Deleted 2007,6251,27,Alternative Minimum Taxable Income,N,,,Grouped with other adjustments,N, -E60480 = Form 6251:Installment sales of property,e60480,,Form 6251:Installment sales of property,6251,25,Alternative Minimum Taxable Income,N,,,,N, -E60500 = Form 6251:Adjusted gain or loss,e60500,,Form 6251:Adjusted gain or loss,6251,17,Alternative Minimum Taxable Income,N,,,,N,Not sure if right -E60550 = Form 6251:Incentive-Stock options,e60550,,Form 6251:Incentive-Stock options,6251,14,Alternative Minimum Taxable Income,N,,,,N, -E60600 = Form 6251:Certain loss limitations,e60600,,Form 6251:Certain loss limitations,6251,20,Alternative Minimum Taxable Income,N,,,,N, -E60620 = Form 6251:Patron's adjustment Deleted 2007,e60620,,Form 6251:Patron's adjustment Deleted 2007,6251,27,Alternative Minimum Taxable Income,N,,,Grouped with other adjustments,N, -E60630 = Form 6251:Section 1202 Exclusion,e60630,,Form 6251:Section 1202 Exclusion,6251,13,Alternative Minimum Taxable Income,N,,,,N, -E60640 = Form 6251:Tax shelter farm activities Deleted 2007,e60640,,Form 6251:Tax shelter farm activities Deleted 2007,6251,27,Alternative Minimum Taxable Income,N,,,Grouped with other adjustments,N, -E60660 = Form 6251:Related adjustments,e60660,,Form 6251:Related adjustments,6251,27,Alternative Minimum Taxable Income,N,,,,N, -E60680 = Form 6251:Passive activity gains and losses,e60680,,Form 6251:Passive activity gains and losses,6251,19,Alternative Minimum Taxable Income,N,,,,N, -E60720 = Form 6251:Benefit of estate and trust,e60720,,Form 6251:Benefit of estate and trust,6251,15,Alternative Minimum Taxable Income,N,,,,N, -E60840 = Form 6251:Tax-exempt interest,e60840,,Form 6251:Tax-exempt interest,6251,12,Alternative Minimum Taxable Income,N,,,,N, -E60860 = Form 6251:Depletion,e60860,,Form 6251:Depletion,6251,9,Alternative Minimum Taxable Income,N,,,,N, -E60900 = Form 6251:Depreciation Deleted 2007,e60900,,Form 6251:Depreciation Deleted 2007,6251,17,Alternative Minimum Taxable Income,N,,2006,,N, -E61400 = Form 6251:Intangible drilling costs,e61400,,Form 6251:Intangible drilling costs,6251,26,Alternative Minimum Taxable Income,N,,,,N, -E61450 = Form 6251:Other adjustments and preferences Deleted 2010,e61450,,Form 6251:Other adjustments and preferences Deleted 2010,6251,27,Alternative Minimum Taxable Income,N,,,,N, -E61850 = Form 6251:Total adjustments and preferences,p61850,,Form 6251:Total adjustments and preferences,6251,,,N,,,,N,Value may be calculated -E62000 = Form 6251:Alternative tax net operating loss deduction,e62000,,Form 6251:Alternative tax net operating loss deduction,6251,28,Alternative Minimum Taxable Income,N,,2008,,N, -E62100 = Form 6251:Alternative minimum taxable income,e62100,,Form 6251:Alternative minimum taxable income,6251,28,Alternative Minimum Taxable Income,Y,,,,Y, -E62600 = Form 6251:Limited exemption Amt.,e62600,,Form 6251:Limited exemption Amt.,6251,29,Alternative Minimum Taxable Income,N,,,,N, -E62700 = Form 6251:Alternative min taxable inc. less limited exemption,e62700,,Form 6251:Alternative min taxable inc. less limited exemption,6251,30,Alternative Minimum Taxable Income,N,,,,N, -E62720 = Form 6251:Alternative minimum Sch D less section 1250 gain,e62720,,Form 6251:Alternative minimum Sch D less section 1250 gain,6251,38,Tax Computation Using Maximum Capital Gain Rates,Y,,2008,,Y, -E62730 = Form 6251:Alternative minimum unrecaptured section 1250 gain,e62730,,Form 6251:Alternative minimum unrecaptured section 1250 gain,6251,39,Tax Computation Using Maximum Capital Gain Rates,Y,,2008,,Y, -E62740 = Form 6251:Alternative minimum capital gain Amt.,e62740,,Form 6251:Alternative minimum capital gain Amt.,6251,40,Tax Computation Using Maximum Capital Gain Rates,Y,,2008,,Y, -E62745 = Form 6251:Alternative minimum non-capital gain tax,e62745,,Form 6251:Alternative minimum non-capital gain tax,6251,,,N,,,,N, -"E62747 = Form 6251:Alternative Minimum 5% Tax Amt. New 2003,Deleted 2010",e62747,,"Form 6251:Alternative Minimum 5% Tax Amt. New 2003,Deleted 2010",6251,,,N,,,,N, -"E62749 = Form 6251:Alternative minimum 8% tax Amt. New 2001, Deleted 2006",e62749,,"Form 6251:Alternative minimum 8% tax Amt. New 2001, Deleted 2006",6251,,,N,,,,N, -E62750 = Form 6251:Alternative minimum 10% tax Amt. Deleted 2006,e62750,,Form 6251:Alternative minimum 10% tax Amt. Deleted 2006,6251,,,N,,,,N, -E62755 = Form 6251:Alternative Minimum 15% Tax Amt. New 2003,e62755,,Form 6251:Alternative Minimum 15% Tax Amt. New 2003,6251,50,Tax Computation Using Maximum Capital Gain Rates,N,,2008,,N, -E62760 = Form 6251:Alternative minimum 20% tax Amt. Deleted 2006,e62760,,Form 6251:Alternative minimum 20% tax Amt. Deleted 2006,6251,,,N,,,,N, -E62770 = Form 6251:Alternative minimum 25% tax Amt.,e62770,,Form 6251:Alternative minimum 25% tax Amt.,6251,52,Tax Computation Using Maximum Capital Gain Rates,N,,2008,,N, -E62780 = Form 6251:Alternative minimum computed regular tax,e62780,,Form 6251:Alternative minimum computed regular tax,6251,see notes,,N,,,possibly line 31,N, -E62800 = Form 6251:Tax on alternative minimum taxable income,e62800,,Form 6251:Tax on alternative minimum taxable income,6251,,,N,,,,N, -E62900 = Form 6251:Form 6251 foreign tax credit,e62900,,Form 6251:Form 6251 foreign tax credit,6251,32,Alternative Minimum Tax,Y,,,,Y, -E63000 = Form 6251:Tentative alternative minimum tax,e63000,,Form 6251:Tentative alternative minimum tax,6251,33,Alternative Minimum Tax,N,,,,N, -E63100 = Form 6251:Form 6251 income tax before tax credits,e63100,,Form 6251:Form 6251 income tax before tax credits,6251,see notes,,N,,,possibly line 34,N, -E63200 = Form 6251:Form 6251 alternative minimum tax,e63200,,Form 6251:Form 6251 alternative minimum tax,6251,35,Alternative Minimum Tax,N,,,,N, -,p65300,,Form 8582: Total passive net income,,,,,,,,, -,p65400,,Form 8582: Total passive losses,,,,,,,,, -,e68000,,Form 8582: Total losses allowed from all passive activities,,,,Y,,,,N,In puf but not sure what it is? -E74400 = Form 8615:Form 8615 tax,e74400,,Form 8615:Form 8615 tax,8615,,,N,,,,N, -,e82040,,,,,,N,,,,N, -,e82200,,Form 8801: Carry forward of minimum tax credit to 2010,,,,Y,,,,N,In puf but not sure what it is? -E82880 = Form 8812:Form 8812 Total Tax Earned Income Amt. New 2001,e82880,,Form 8812:Form 8812 Total Tax Earned Income Amt. New 2001,8812,,,N,,,,N, -E82882 = Form 8812 Nontaxable Combat Pay Amount New 2004,e82882,,Form 8812 Nontaxable Combat Pay Amount New 2004,8812,4b,Additional Child Tax Credit Filers,N,,,,N, -E82885 = Form 8812:Limited Total Tax Earned Income Amt. New 2001,e82885,,Form 8812:Limited Total Tax Earned Income Amt. New 2001,8812,5,Additional Child Tax Credit Filers,N,,,,N, -E82890 = Form 8812:10% Limit Total Tax Earned Income Amt. New 2001,e82890,,Form 8812:10% Limit Total Tax Earned Income Amt. New 2001,8812,,,N,,,,N, -E82900 = Form 8812:Total Social Security and Medicare Withheld Amt.,e82900,,Form 8812:Total Social Security and Medicare Withheld Amt.,8812,7,Certain Filers Who Have Three or More Qualifying Children,N,,,,N, -E82905 = Form 8812:Form 1040 Deduction for Self Employment Tax Amt.,e82905,,Form 8812:Form 1040 Deduction for Self Employment Tax Amt.,8812,,,N,,,,N, -E82915 = Form 8812:Form 1040 EIC and Excess SST Amt.,e82915,,Form 8812:Form 1040 EIC and Excess SST Amt.,8812,,,N,,,,N, -E82920 = Form 8812:Total Social Security Less EIC Amt.,e82920,,Form 8812:Total Social Security Less EIC Amt.,8812,,,N,,,,N, -E82925 = Form 8812:Child Tax Credit Worksheet Amt.,e82925,,Form 8812:Child Tax Credit Worksheet Amt.,8812,,,N,,,,N, -E82930 = Form 8812:Form 1040 Child Tax Credit Amt.,e82930,,Form 8812:Form 1040 Child Tax Credit Amt.,8812,,,N,,,,N, -E82935 = Form 8812:Child Tax Credit Worksheet Amt. Less 1040 Child Tax Credit,e82935,,Form 8812:Child Tax Credit Worksheet Amt. Less 1040 Child Tax Credit,8812,,,N,,,,N, -E82937 = Form 8812:Larger of 10% Limited Tax Amt. or EIC and Excess SST New 2001,e82937,,Form 8812:Larger of 10% Limited Tax Amt. or EIC and Excess SST New 2001,8812,,,N,,,,N, -E82940 = Form 8812:Additional Child Tax Credit Amt.,e82940,,Form 8812:Additional Child Tax Credit Amt.,8812,,,N,,,,N, -,e83080,,Form 8814: Parent's Elective Kiddie Tax,8814,,,N,,,,N, -E87480 = Form 8863: Hope Qualified Exp.s ? Student 1 New 2002,e87480,,Form 8863: Hope Qualified Exp.s ? Student 1 New 2002,8863,1c,Hope Credit,N,,2008,,N, -E87482 = Student 1 American Opportunity Qualified Expense,p87482,,Student 1 American Opportunity Qualified Expense,8863,1c,Hope Credit,N,,2008,,N, -E87483 = Student 1 American Opportunity Credit,e87483,,Student 1 American Opportunity Credit,8863,1f,Hope Credit,N,,2008,,N, -E87485 = Form 8863: Hope Qualified Exp.s ? Student 2 New 2002,e87485,,Form 8863: Hope Qualified Exp.s ? Student 2 New 2002,8863,1c,Hope Credit,N,,2008,,N, -E87487 = Student 2 American Opportunity Qualified Expense,e87487,,Student 2 American Opportunity Qualified Expense,8863,1c,Hope Credit,N,,2008,,N, -E87488 = Student 2 American Opportunity Credit,e87488,,Student 2 American Opportunity Credit,8863,1f,Hope Credit,N,,2008,,N, -E87490 = Form 8863: Hope Qualified Exp.s ? Student 3 New 2002,e87490,,Form 8863: Hope Qualified Exp.s ? Student 3 New 2002,8863,1c,Hope Credit,N,,2008,,N, -E87492 = Student 3 American Opportunity Qualified Expense,e87492,,Student 3 American Opportunity Qualified Expense,8863,1c,Hope Credit,N,,2008,,N, -E87493 = Student 3 American Opportunity Credit,e87493,,Student 3 American Opportunity Credit,8863,1f,Hope Credit,N,,2008,,N, -E87495 = Form 8863: Hope Qualified Exp.s ? Student 4 New 2002,e87495,,Form 8863: Hope Qualified Exp.s ? Student 4 New 2002,8863,1c,Hope Credit,N,,2008,,N, -E87497 = Student 4 American Opportunity Qualified Expense,e87497,,Student 4 American Opportunity Qualified Expense,8863,1c,Hope Credit,N,,2008,,N, -E87498 = Student 4 American Opportunity Credit,e87498,,Student 4 American Opportunity Credit,8863,1f,Hope Credit,N,,2008,,N, -E87500 = Form 8863: Hope Qualified Exp.s-Limited Deleted 2010,e87500,,Form 8863: Hope Qualified Exp.s-Limited Deleted 2010,8863,1d,Hope Credit,Y,,2008,,Y, -E87510 = Form 8863: Hope One Half Amt. Deleted 2010,e87510,,Form 8863: Hope One Half Amt. Deleted 2010,8863,1f,Hope Credit,Y,,2008,,Y, -E87520 = Form 8863: Total Hope Credit Amt.,e87520,,Form 8863: Total Hope Credit Amt.,8863,2,Hope Credit,Y,,2008,,Y, -E87521 = Tentative American Opportunity Credit,p87521,,Tentative American Opportunity Credit,8863,7,Refundable American Opportunity Credit,N,,,,N, -E87522 = Form 8863: Lifetime Learning Qualified Exp.s ? Student 1 New 2002,e87522,,Form 8863: Lifetime Learning Qualified Exp.s ? Student 1 New 2002,8863,3c,Lifetime Learning Credit,N,,2008,,N, -E87524 = Form 8863: Lifetime Learning Qualified Exp.s ? Student 2 New 2002,e87524,,Form 8863: Lifetime Learning Qualified Exp.s ? Student 2 New 2002,8863,3c,Lifetime Learning Credit,N,,2008,,N, -E87526 = Form 8863: Lifetime Learning Qualified Exp.s ? Student 3 New 2002,e87526,,Form 8863: Lifetime Learning Qualified Exp.s ? Student 3 New 2002,8863,3c,Lifetime Learning Credit,N,,2008,,N, -E87528 = Form 8863: Lifetime Learning Qualified Exp.s ? Student 4 New 2002,e87528,,Form 8863: Lifetime Learning Qualified Exp.s ? Student 4 New 2002,8863,3c,Lifetime Learning Credit,N,,2008,,N, -E87530 = Form 8863: Lifetime Learning Total Qualified Exp.s,e87530,,Form 8863: Lifetime Learning Total Qualified Exp.s,8863,4,Lifetime Learning Credit,Y,,2008,,Y, -E87540 = Form 8863: Lifetime Learning Limited Amt.,e87540,,Form 8863: Lifetime Learning Limited Amt.,8863,5a,Lifetime Learning Credit,Y,,2008,,Y, -E87550 = Form 8863: Maximum Lifetime Learning Credit Amt.,e87550,,Form 8863: Maximum Lifetime Learning Credit Amt.,8863 Instructions,Maximum Credit,Comparison of Education Credits,Y,,,,Y, -E87560 = Form 8863: Qualifying Lifetime Learning Credit Amount Changed Descrip. 2010,e87560,,Form 8863: Qualifying Lifetime Learning Credit Amount Changed Descrip. 2010,8863,31,Lifetime Learning Credit,N,,,,N,Not sure if right -E87570 = Form 8863: Form 8863 Maximum AGI Threshold,e87570,,Form 8863: Form 8863 Maximum AGI Threshold,8863,13&16,Nonrefundable Education Credits,N,,,,N, -E87580 = Form 8863: AGI Amt.,e87580,,Form 8863: AGI Amt.,8863,3,Refundable American Opportunity Credit,N,,,,N,Description unclear -E87590 = Form 8863: Form 8863 AGI Limit Amt.,e87590,,Form 8863: Form 8863 AGI Limit Amt.,8863,2&5,Refundable American Opportunity Credit,N,,,,N,Description unclear -E87600 = Form 8863: Form 8863 Limit Amt.,e87600,,Form 8863: Form 8863 Limit Amt.,8863,6,Refundable American Opportunity Credit,N,,,,N,Description unclear -E87654 = Refundable American Opportunity Credit Maximum AGI Threshold,e87654,,Refundable American Opportunity Credit Maximum AGI Threshold,8863,2&5,Refundable American Opportunity Credit,N,,,,N, -E87656 = Form 1040 AGI,e87656,,Form 1040 AGI,1040,37,Adjusted Gross Income,N,,,,N, -E87658 = Maximum AGI Threshold Less AGI (?check?),e87658,,Maximum AGI Threshold Less AGI (?check?),8863,6,Refundable American Opportunity Credit,N,,,,N,Description unclear -E87660 = Refundable American Opportunity Credit Limit,e87660,,Refundable American Opportunity Credit Limit,8863 Instructions,Maximum Credit,Comparison of Education Credits,N,,,,N, -E87662 = Refundable American Opportunity Credit Decimal,e87662,,Refundable American Opportunity Credit Decimal,8863,6,Refundable American Opportunity Credit,N,,,,N, -E87664 = Tentative American Opportunity Credit,e87664,,Tentative American Opportunity Credit,8863,7,Refundable American Opportunity Credit,N,,,,N,Same as E87521? -E87666 = Refundable American Opportunity Credit,e87666,c87666,Refundable American Opportunity Credit,8863,8,Refundable American Opportunity Credit,N,,,Goes to line 68 for Form 1040,N, -E10960 = Refundable Education Credit,e10960,,Refundable Education Credit,8863,8,Refundable American Opportunity Credit,N,,,,N,Same as E87666 ? -E87668 = Gross Nonrefundable Education Credit,e87668,,Gross Nonrefundable Education Credit,8863,19,Nonrefundable Education Credits,N,,,,N, -E87681 = Refundable Education Credit Used to Offset Income Tax Before (?check?,e87681,,Refundable Education Credit Used to Offset Income Tax Before (?check?,,,,N,,,,N, -,e87870,,Sch M: Limited Making Work Pay Credit,,,,,,,,, -,,,Excess advance premium tax credit repayment (Form 8962),1040,46,Tax and Credits,N,,,,, -,,,Health care: individual responsibility,1040,61,Other Taxes,N,,,,, -,,,Amount paid with request for extension to file,1040,70,Payments,N,,,,, -,puf,,"True if using the public use file to get data, False otherwise",,,,,,,,, -,_cmp,,"0 if using the public use file to get data, 1 otherwise",,,,,,,Should get rid of eventually,, diff --git a/taxcalc/records_variables.json b/taxcalc/records_variables.json index 853fb68e5..ab267dcb5 100644 --- a/taxcalc/records_variables.json +++ b/taxcalc/records_variables.json @@ -29,7 +29,7 @@ "RECID": { "required": true, "type": "int", - "desc": "Unique identifier for filing unit; appears as RECID variable in tc CLI minimal output", + "desc": "Unique numeric identifier for filing unit; appears as RECID variable in tc CLI minimal output", "form": {"2013-2016": "private info"} }, "XTOT": { @@ -714,7 +714,7 @@ }, "c21040": { "type": "float", - "desc": "", + "desc": "Itemized deductions that are phased out", "form": {} }, "c21060": { diff --git a/taxcalc/validation/CSV_INPUT_VARS.md b/taxcalc/validation/CSV_INPUT_VARS.md index 015bf2ee0..219b52329 100644 --- a/taxcalc/validation/CSV_INPUT_VARS.md +++ b/taxcalc/validation/CSV_INPUT_VARS.md @@ -1,99 +1,21 @@ -2015-16 CSV Input Variables Documentation -========================================= +CSV Input Variables +=================== -First an alphabetical list of all input variables and then an -example of a small CSV-formatted input file. +This document describes CSV-formatted files that can be used as input +in the validation of Tax-Calculator. These input files are used with +the tc CLI to Tax-Calculator to produce output files as described in +the [tc CLI section of the user +documentation](http://open-source-economics.github.io/Tax-Calculator/#cli). -All Input Variables -------------------- +Input Variables Documentation +----------------------------- -The following table includes all the input variables contained in -CSV-formatted input files generated by the `csv_in.py` script and -used by Tax-Calculator. -These (arcane) variable names follow the variable naming convention -in the IRS-SOI Public Use File (PUF). -IRS Form line numbers marked with an asterisk must add up to the amount -entered for line number without an asterisk. +A list of all the input variables Tax-Calculator can use in its +calculations is available in the [Input Variables section of the user +documentation](http://open-source-economics.github.io/Tax-Calculator/#input). -| Var-name | IRS-form | Form-line | Var-description -| :------- | :------- | :-------- | :-------------- -| age_head | ? | ? | age in years of taxpayer (i.e., primary filer) -| age_spouse | ? | ? | age in years of spouse (i.e., secondary filer if present) -| blind_head | 1040 | 39a | 1 if taxpayer is blind; otherwise 0 -| blind_spouse | 1040 | 39a | 1 if spouse is blind; otherwise 0 -| DSI | 1040 | 6a | 1 if claimed as dependent on another return; otherwise 0 -| e00200 | 1040 | 7 | wages, salaries, and tips for filing unit -| e00200p | 1040 | 7* | wages, salaries, and tips for taxpayer -| e00200s | 1040 | 7* | wages, salaries, and tips for spouse -| e00300 | 1040 | 8a | taxable interest income -| e00400 | 1040 | 8b | tax-exempt interest income -| e00600 | 1040 | 9a | ordinary dividends included in AGI -| e00650 | 1040 | 9b | qualified dividends included in ordinary dividends -| e00700 | 1040 | 10 | taxable refunds of state and local income tax -| e00800 | 1040 | 11 | alimony received -| e00900 | 1040 | 12 | Sch C business net profit/loss for filing unit -| e00900p | 1040 | 12* | Sch C business net profit/loss for taxpayer -| e00900s | 1040 | 12* | Sch C business net profit/loss for spouse -| e01100 | 1040 | 13 | capital gain distributions not reported on Sch D -| e01200 | 1040 | 14 | other net gain/loss (Form 4797) -| e01400 | 1040 | 15b | taxable IRA distributions -| e01500 | 1040 | 16a | partial total of pensions and annuities -| e01700 | 1040 | 16b | taxable pensions and annuities -| e02000 | 1040 | 17 | Sch E rental, royalty, S-corp, etc, income/loss -| e02100 | 1040 | 18 | farm net income/loss for filing unit (Sch F) -| e02100p | 1040 | 18* | farm net income/loss for taxpayer -| e02100s | 1040 | 18* | farm net income/loss for spouse -| e02300 | 1040 | 19 | unemployment compensation benefits -| e02400 | 1040 | 20a | gross social security benefits -| e03150 | 1040| 32 | total deductible IRA contributions -| e03210 | 1040 | 33 | student loan interest deduction -| e03220 | 1040 | 23 | educator expenses -| e03230 | 1040 | 34 | tuition and fees (Form 8917) -| e03240 | 1040 | 35 | domestic production activities deduction (Form 8903) -| e03270 | 1040 | 29 | self-employed health insurance deduction -| e03290 | 1040 | 25 | Health Savings Account deduction (Form 8889) -| e03300 | 1040 | 28 | Contributions to SEP, SIMPLE, etc, qualified plans -| e03400 | 1040 | 30 | penalty on early withdrawal of savings -| e03500 | 1040 | 31a | alimony paid -| e07240 | 1040 | 51 | retirement savings contributions credit (Form 8880) -| e07260 | 1040 | 53 | residential energy credit (Form 5695) -| e07300 | 1040 | 48 | foreign tax credit (Form 1116) -| e07400 | 1040 | 54a | general business credit (Form 3800) -| e07600 | 1040 | 54b | prior year minimum tax credit (Form 8801) -| e17500 | Sch A | 1 | medical and dental expenses -| e18400 | Sch A | 5 | state and local income/sales taxes -| e18500 | Sch A | 6 | real-estate taxes -| e19200 | Sch A | 15 | total interest paid -| e19800 | Sch A | 16 | gifts to charity: cash/check contributions -| e20100 | Sch A | 17 | gifts to charity: other than cash/check contributions -| e20400 | Sch A | 24 | miscellaneous deductions subject to 2% AGI limit -| e20500 | Sch A | 20 | casualty or theft losses (Form 4684) -| e24515 | Sch D | 19 | un-recaptured Section 1250 gain -| e24518 | Sch D | 18 | 28%-rate gain/loss -| e26270 | Sch E | 32 | combined partnership and S-corp net income/loss -| e27200 | Sch E | 40 | farm rental net income/loss (Form 4835) -| e32800 | 2441 | 3 | child/dependent-care expenses for qualifying persons -| e58990 | 4952 | 4g | investment income elected amount -| e62900 | 6251 | 32 | Alternative Minimum Tax foreign tax credit -| e87530 | 8863 | 10 | total LLC adjusted qualified expenses for all students -| EIC | Sch EIC | ? | number of EIC qualifying children (range: 0 to 3) -| f2441 | 2441 | 2b | number of child/dependent-care qualifying persons -| f6251 | 6251 | ? | 1 if Form 6251 (AMT) attached to return; otherwise 0 -| FLPDYR | - | - | tax filing year (value is 2015 or 2016) -| MARS | 1040 | 1-5 | Filing (marital) status: number of the checked box -| MIDR | 1040 | 39b | 1 if separately filing spouse itemizes; otherwise 0 -| n24 | ? | ? | number of children eligible for Child Tax Credit -| p08000 | 1040 | 54 | other tax credits (but not including Sch R credit) -| p22250 | Sch D | 7 | net short-term gain/loss -| p23250 | Sch D | 15 | net long-term gain/loss -| p25470 | Sch E | 18 | royalty depletion and/or rental depreciation -| p87521 | 8863 | 1 | total tentative AmOppCredit amount for all students -| RECID | - | - | unique integer filing-unit identifier -| XTOT | 1040 | 6d | total number of exemptions for filing unit - - -Example Input File ------------------- +Sample Input File +----------------- The following input file contains only 24 of the input variables listed above (all others are assumed to have a value of zero) and diff --git a/taxcalc/validation/CSV_OUTPUT_VARS.md b/taxcalc/validation/CSV_OUTPUT_VARS.md index 61e482bbc..d27207edb 100644 --- a/taxcalc/validation/CSV_OUTPUT_VARS.md +++ b/taxcalc/validation/CSV_OUTPUT_VARS.md @@ -1,63 +1,63 @@ -2015 CSV Output Variables Documentation -======================================= - -First a list of output variables that we need in order to conduct -cross-model validation activities and then an example of a small -CSV-formatted output file. - -Output Variables List ---------------------- - -The following table includes the federal tax output variables (in no -particular order) included in CSV-formatted output files. - -| Var-name | IRS-form | Form-line | Var-description -| :------- | :------- | :-------- | :-------------- -| V01 | - | - | integer RECID for filing unit from input file -| V02 | - | - | calendar year for which tax output is calculated -| V04 | - | - | total income taxes (see NOTE below for details) -| V06 | - | - | total payroll taxes (see NOTE below for details) -| V10 | 1040 | 37 | adjusted gross income -| V12 | 1040 | 20b | social security benefits included in AGI -| V14 | 1040 | 42 | personal exemption after phase-out -| V15 | 1040 | - | p.e. phase-out = 4000 times line6d minus line42 -| V17 | 1040 | 40 | itemized deductions after phase-out (zero for non-itemizer) -| V16 | Sch A | - | i. d. phase-out = sum of right-hand lines4-28 minus line29 -| V18 | 1040 | 43 | regular taxable income -| V19 | 1040 | 44 | regular tax on regular taxable income -| V26 | 6251 | 28 | AMT taxable income -| V27 | 1040 | 45 | AMT liability -| V22 | 1040 | 52 | child tax credit (adjusted) -| V23 | 1040 | 67 | child tax credit (refunded) -| V24 | 1040 | 49 | credit for child care expenses -| V25 | 1040 | 66a | earned income credit - -**NOTE on composition of payroll taxes (V06) and income taxes (V04):** - -The **total payroll taxes (V06) variable** is assumed to include the -following components: (a) employee plus employer share of OASDI FICA -taxes; (b) employee plus employer share of HI FICA taxes; (c) -self-employment tax from Form 1040 line57; and (d) additional Medicare -tax from Form 1040 line62a or Form 8959 line18. These payroll tax -components are calculated under the assumption that taxpayer and -spouse, if present, each hold only one wage-or-salary job during the -year so that Form 1040 line71 is always zero, and that employers -(illegally) never withhold for the Additional Medicare Tax so that -Form 8959 line24 is always zero. - -The **total income taxes (V04) variable** is assumed to include all the -Form 1040 components except for the payroll tax components (c) and (d) -defined above. In other words, on Form 1040 the V04 amount is line63 -minus line57 minus line62a. - -Example Output File -------------------- - -The following output file contains only the variable-name header row -and one filing-unit row. -``` -V01,V02,V04,V06,V10,V12,V14,V15,V16,V17,V18,V19,V22,V23,V24,V25,V26,V27 -99,2015,4866,2203.20,66440,25040,8000,0,0,0,44590,4866,0,0,0,0,66440,0 -``` -Note that the ordering of the variables is irrelevant in CSV-formatted -files. +CSV Output Variables +==================== + +This document describes CSV-formatted files that can be generated by +the tc CLI to Tax-Calculator, as part of the process of validating +Tax-Calculator. These output files are generated as described in the +[tc CLI section of the user +documentation](http://open-source-economics.github.io/Tax-Calculator/#cli). + +Output Variables Documentation +------------------------------ + +A list of all the output variables Tax-Calculator can calculate is +available in the [Output Variables section of the user +documentation](http://open-source-economics.github.io/Tax-Calculator/#output). +All these variables are included in the tc CLI output file when the +`--dump` option is used. + +Validation Output Variables +--------------------------- + +Only a few of the `--dump` output variables are useful in validation +work. Here is a list of those most useful and some notes on what the +tax calculations assume about jobs held during the tax year. + +| Var-name | Var-description +| :------- | :------- +| RECID | unique numeric identifer for filing unit (from input) +| FLPDYR | calendar year for which taxes are calculated (from input) +| iitax | total federal individual income taxes (see NOTE below) +| payrolltax | total payroll taxes (see NOTE below for details) +| c00100 | adjusted gross income (AGI) +| c02500 | social security benefits included in AGI +| c04600 | personal exemption after phase-out +| pre_c04600 | personal exemption before phase-out +| c04470 | itemized deductions after phase-out (zero for non-itemizers) +| c21040 | itemized deductions that are phased out (zero for non-itemizers) +| c04800 | regular taxable income +| taxbc | regular tax on regular taxable income +| c62100 | alternative minimum tax (AMT) taxable income +| c09600 | alternative minimum tax (AMT) liability +| c07220 | child tax credit (adjusted) +| c11070 | child tax credit (refunded) +| c07180 | credit for child and dependent care expenses +| eitc | earned income credit (EIC) + +**NOTES** refer to 2014-2016 IRS form line numbers + +The **payrolltax** output variable is assumed to include the following +components: (a) employee plus employer share of OASDI FICA taxes; (b) +employee plus employer share of HI FICA taxes; (c) self-employment tax +from Form 1040 line 57; and (d) additional Medicare tax from Form 1040 +line 62a or Form 8959 line 18. These payroll tax components are +calculated under the assumption that taxpayer and spouse, if present, +each hold only one wage-or-salary job during the year so that Form +1040 line 71 is always zero, and that employers (illegally) never +withhold for the Additional Medicare Tax so that Form 8959 line 24 is +always zero. + +The **iitax** output variable is assumed to include all the Form 1040 +components except for the payroll tax components (c) and (d) defined +above. In other words, the iitax amount is Form 1040 line 63 minus +line 57 minus line 62a.