A | B | C | D | E | F | G | H | I | J | |
---|---|---|---|---|---|---|---|---|---|---|
1 | vnum | vname | vdesc | category | Used in Tax-Calculator? | Synthesize? | Cardinality | Synthesis method | Description booklet entry (as needed) | Notes |
2 | 1 | e00200 | Salaries and wages | income | 8,660 | Regression | ||||
3 | 2 | e00300 | Interest received | income | 5,304 | Regression | ||||
4 | 3 | e00400 | Tax-exempt interest income | income | 4,958 | Regression | ||||
5 | 4 | e00600 | Dividends included in AGI | income | 6,398 | Regression | ||||
6 | 5 | e00650 | Qualified Dividends | income | 5,597 | Regression | For RF/trees, synthesized as difference from e00650, to ensure e00650>=e00600 | |||
7 | 6 | e00700 | State income tax refunds | income | 2,487 | Regression | ||||
8 | 7 | e00800 | Alimony received | income | 89 | Regression | ||||
9 | 8 | e00900 | Business or profession (Schedule C) net profit/loss (+/-) | income | 8,930 | Regression | ||||
10 | 9 | e01000 | Net capital gain or loss (+/-) | income | - | |||||
11 | 10 | e01100 | Capital gain distributions reported on Form 1040 | income | 439 | Regression | ||||
12 | 11 | e01200 | Other gains (or loss) (+/-) | income | 5,323 | Regression | ||||
13 | 12 | e01400 | Taxable IRA distribution | income | 3,920 | Regression | ||||
14 | 13 | e01500 | Total pensions and annuities received | income | 7,358 | Regression | ||||
15 | 14 | e01700 | Pensions and annuities included in AGI | income | 3,171 | Regression | For RF/trees, synthesized as difference from e01500, to ensure e01500>=e01700 | |||
16 | 15 | e02000 | Schedule E net income or loss (+/-) | income | 17,128 | Regression | ||||
17 | 16 | e02100 | Schedule F net profit/loss (+/-) | income | 4,077 | Regression | ||||
18 | 17 | e02300 | Unemployment compensation in AGI | income | 1,240 | Regression | ||||
19 | 18 | e02400 | Gross Social Security benefits | income | 1,527 | Regression | ||||
20 | 19 | e02500 | Social Security benefits in AGI | income | - | |||||
21 | 20 | e03150 | Total deductible individual retirement account (IRA) payments | stat_adjust | 400 | Regression | ||||
22 | 21 | e03210 | Student Loan Interest Deduction | stat_adjust | 252 | Regression | ||||
23 | 22 | e03220 | Educator Expenses | stat_adjust | 42 | Regression | ||||
24 | 23 | e03230 | Tuition and Fees Deduction | stat_adjust | 313 | Regression | ||||
25 | 24 | e03260 | Deduction for self-employment tax | stat_adjust | - | |||||
26 | 25 | e03270 | Self-employed health insurance deduction | stat_adjust | 1,361 | Regression | ||||
27 | 26 | e03240 | Domestic Production Activities deduction | stat_adjust | 2,626 | Regression | ||||
28 | 27 | e03290 | Health Savings Account deduction | stat_adjust | 478 | Regression | ||||
29 | 28 | e03300 | Payments to KEOGH accounts | stat_adjust | 1,758 | Regression | ||||
30 | 29 | e03400 | Forfeited interest penalty | stat_adjust | 216 | Regression | ||||
31 | 30 | e03500 | Alimony paid | stat_adjust | 114 | Regression | ||||
32 | 31 | e00100 | Adjusted Gross Income (deficit) (AGI) (+/-) | agi | - | |||||
33 | 32 | p04470 | Total deductions (standard or itemized) | tax_comp | - | |||||
34 | 33 | e04250 | Real Estate Tax Deduction from Standard Deduction (Prior Year) | tax_comp | - | |||||
35 | 34 | e04600 | Exemption amount | tax_comp | - | |||||
36 | 35 | e04800 | Taxable income | tax_comp | - | |||||
37 | 36 | e05100 | Tax on taxable income | tax_comp | - | |||||
38 | 37 | e05200 | Computed regular tax | tax_comp | - | |||||
39 | 38 | e05800 | Income tax before credits | tax_comp | - | |||||
40 | 39 | e06000 | Income subject to tax | tax_comp | - | |||||
41 | 40 | e06200 | Marginal tax base | tax_comp | - | |||||
42 | 41 | e06300 | Tax generated (tax rate tables) | tax_comp | - | |||||
43 | 42 | e09600 | Alternative minimum tax | tax_comp | - | |||||
44 | 43 | e07180 | Child and dependent care | credits | - | |||||
45 | 44 | e07200 | Elderly or disabled | credits | - | |||||
46 | 45 | e07220 | Child Tax Credit | credits | - | |||||
47 | 46 | e07230 | Education Credits | credits | - | |||||
48 | 47 | e07240 | Retirement Savings Credit | credits | 108 | Regression | ||||
49 | 48 | e07260 | Residential Energy Credit | credits | 497 | Regression | ||||
50 | 49 | e07300 | Foreign tax | credits | 2,784 | Regression | ||||
51 | 50 | e07400 | General business credit | credits | 1,586 | Regression | ||||
52 | 51 | e07600 | Credit for prior year minimum tax | credits | 849 | Regression | ||||
53 | 52 | p08000 | Other Credits | credits | 92 | Regression | ||||
54 | 53 | e07150 | Total tax credit (SOI) | credits | - | |||||
55 | 54 | e06500 | Total income tax | taxes | - | |||||
56 | 55 | e08800 | Income Tax after Credits (SOI) | taxes | - | |||||
57 | 56 | e09400 | Self-employment tax | taxes | - | |||||
58 | 57 | e09700 | Recapture taxes | taxes | 26 | Regression | ||||
59 | 58 | e09800 | Social security tax on tip income | taxes | 32 | Regression | ||||
60 | 59 | e09900 | Penalty tax on IRA | taxes | 779 | Regression | ||||
61 | 60 | e10300 | Total tax liability (SOI) | taxes | - | |||||
62 | 61 | e10700 | Income tax withheld | payments | - | |||||
63 | 62 | e10900 | Estimated tax payments | payments | - | |||||
64 | 63 | e10950 | Making Work Pay Credit (Prior Year) | payments | - | |||||
65 | 64 | e10960 | Refundable Education Credit | payments | - | |||||
66 | 65 | e59560 | Earned income for earned income credit (EIC) | payments | - | |||||
67 | 66 | e59680 | EIC used to offset income tax before credits | payments | - | |||||
68 | 67 | e59700 | EIC used to offset all other taxes except advance EIC | payments | - | |||||
69 | 68 | e59720 | EIC refundable portion | payments | - | |||||
70 | 69 | e11550 | Refundable Credit Payment | payments | - | |||||
71 | 70 | e11070 | Additional Child Tax Credit | payments | - | |||||
72 | 71 | e11100 | Amount paid with Form 4868 (Request for Extension) | payments | - | |||||
73 | 72 | e11200 | Excess FICA/RRTA | payments | 719 | Regression | ||||
74 | 73 | e11300 | Credit for federal tax on special fuels and oils | payments | - | |||||
75 | 74 | e11400 | Regulated investment company credit | payments | - | |||||
76 | 75 | e11601 | Total Refundable Credits Used to Offset Income Tax Before Credits | payments | - | |||||
77 | 76 | e11602 | Total Refundable Credits Used to Offset All Other Taxes | payments | - | |||||
78 | 77 | e11603 | Total Refundable Credits Refundable Parts | payments | - | |||||
79 | 78 | e10605 | Total tax payments (SOI) | payments | - | |||||
80 | 79 | e11900 | Balance due (overpayment) (+/-) | refund | - | |||||
81 | 80 | e12000 | Credit elect | refund | - | |||||
82 | 81 | e12200 | Predetermined estimated tax penalty | refund | - | |||||
83 | 82 | e17500 | Medical and dental expenses subject to reduction by AGI limit | schedA | 1,532 | Regression | ||||
84 | 83 | e18400 | State and local taxes | schedA | 4,419 | Regression | ||||
85 | 84 | e18500 | Real estate tax deductions | schedA | 2,031 | Regression | ||||
86 | 85 | e18600 | Motor Vehicle Tax | schedA | - | |||||
87 | 86 | e19200 | Total interest paid deduction | schedA | 3,109 | Regression | ||||
88 | 87 | e19550 | Qualified Mortgage Insurance Premiums | schedA | - | |||||
89 | 88 | e19800 | Cash contributions | schedA | 4,166 | Regression | ||||
90 | 89 | e20100 | Other than cash contributions | schedA | 2,471 | Regression | ||||
91 | 90 | e19700 | Contributions deduction, total | schedA | - | |||||
92 | 91 | e20550 | Unreimbursed employee business expense | schedA | - | |||||
93 | 92 | e20600 | Tax preparation fee | schedA | - | |||||
94 | 93 | e20400 | Miscellaneous deductions subject to AGI limitation, total | schedA | 3,782 | Regression | ||||
95 | 94 | e20800 | Net limited miscellaneous deductions | schedA | - | |||||
96 | 95 | e20500 | Net casualty or theft loss | schedA | - | |||||
97 | 96 | e21040 | Itemized deduction limitation (Prior Year) | schedA | - | |||||
98 | 97 | p22250 | Short-term gains less losses | schedD | 8,001 | Regression | ||||
99 | 98 | e22320 | Long term gain/loss from other forms on Schedule D | schedD | - | |||||
100 | 99 | e22370 | Schedule D capital gain distributions | schedD | - |