Filing Information | Information about the tax return filing. |
Tax Year | The tax year for which the return is being filed. |
Filing Status | The filing status selected on the return. |
Form | Specifies whether the form is 1040 or 1040-SR. |
Name of MFS Spouse or HOH or QW Child | The name of the taxpayer’s spouse or child. |
First Name | The taxpayer’s first name. |
Last Name | The taxpayer’s last name. |
SSN | The taxpayer’s social security number. |
Spouse | Information about the taxpayer’s spouse (if filing jointly). |
First Name | The spouse’s first name. |
Last Name | The spouse’s last name. |
SSN | The spouse’s social security number. |
Address | The taxpayer’s address information. |
Home Address | The street address. |
Apartment Number | The apartment or unit number. |
City Town or Post Office | The city, town, or post office. |
State | The state or province. |
ZIP Code | The ZIP or postal code. |
Foreign Country Name | The foreign country name (if applicable). |
Foreign Province or State | The foreign province or state (if applicable). |
Foreign Postal Code | The foreign postal code (if applicable). |
Presidential Election Campaign | Indicates whether payments have been made to a Presidential election campaign fund. |
You | The taxpayer’s election campaign contribution. |
Spouse | The spouse’s election campaign contribution (if filing jointly). |
Digital Assets | Indicates whether there was any income related to virtual currencies. |
Standard Deduction | Information about the taxpayer’s standard deduction eligibility. |
Someone Can Claim | Indicates whether the taxpayer and/or their spouse can be claimed as dependents. |
You as a Dependent | Whether the taxpayer can be claimed as a dependent. |
Your Spouse as a Dependent | Whether the spouse can be claimed as a dependent. |
Separate Return or Dual-Status Alien | Whether filing separate returns or is a dual-status alien. |
Age or Blindness | Age and blindness information for the taxpayer and spouse. |
You | Taxpayer’s age and blindness status. |
65 or Over | Whether taxpayer is 65 or older as of January 2 of current year. |
Blind | Whether taxpayer is blind. |
Spouse | Spouse’s age and blindness status. |
65 or Over | Whether spouse is 65 or older as of January 2 of current year. |
Blind | Whether spouse is blind. |
More than Four Dependents | Indicates whether the taxpayer has more than four dependents. |
Dependents (repeating group) | Information about the taxpayer’s dependents. |
Full Name | The dependent’s full name. |
SSN | The dependent’s social security number. |
Relationship | The dependent’s relationship to the taxpayer. |
Child Tax Credit | Indicates if the dependent qualifies for the Child Tax Credit. |
Credit for Other Dependents | Indicates if the dependent qualifies for Credit for Other Dependents. |
Box 1 Group | Information about wages, salaries, and tips. |
Box 1a | Total Amount from Form W-2 Box 1. |
Box 1b | Household Employee Wages. |
Box 1c | Tip Income. |
Box 1d | Medicaid Waiver Payments. |
Box 1e | Taxable Dependent Care Benefits from Form 2441. |
Box 1f | Employer-Provided Adoption Benefits from Form 8839. |
Box 1g | Wages from Form 8919. |
Box 1h | Other Earned Income. |
Box 1i | Nontaxable Combat Pay Election. |
Box 1z | Group Total. |
Box 2 Group | Interest income information. |
Box 2a | Tax-Exempt Interest. |
Box 2b | Taxable Interest. |
Box 3 Group | Dividend income information. |
Box 3a | Qualified Dividends. |
Box 3b | Ordinary Dividends. |
Box 4 Group | IRA distribution information. |
Box 4a | IRA Distributions. |
Box 4b | Taxable Amount. |
Box 5 Group | Pension and annuity information. |
Box 5a | Pensions and Annuities. |
Box 5b | Taxable Amount. |
Box 6 Group | Social security benefits information. |
Box 6a | Social Security Benefits. |
Box 6b | Taxable Amount. |
Box 6c | Use the Lump-Sum Election Method. |
Box 7 Group | Capital gains information. |
Schedule D Not Required | Indicates if Schedule D is not required. |
Box 7 | Capital Gain or Loss. |
Box 8 | Other Income from Schedule 1. |
Box 9 | Total Income. |
Box 10 | Adjustments to Income from Schedule 1. |
Box 11 | Adjusted Gross Income. |
Box 12 | Standard Deduction or Itemized Deductions. |
Box 13 | Qualified Business Income Deduction. |
Box 14 | Total of Boxes 12 and 13. |
Box 15 | Taxable Income. |
Box 16 Group | Tax calculation information. |
Form 8814 | Indicates if Form 8814 is used. |
Form 4972 | Indicates if Form 4972 is used. |
Other Form | Indicates if another form is used. |
Other Form Name | Name of the other form used. |
Box 16 | Tax amount. |
Box 17 | Amount from Schedule 2. |
Box 18 | Total of Boxes 16 and 17. |
Box 19 | Child Tax Credit. |
Box 20 | Amount from Schedule 3. |
Box 21 | Total of Boxes 19 and 20. |
Box 22 | Tax Minus Child Tax Credit. |
Box 23 | Other Taxes Including Self-Employment Tax. |
Box 24 | Total Tax. |
Box 25 Group - Federal Income Tax | Federal income tax withholding information. |
Box 25a | Form W-2 withholding. |
Box 25b | Form 1099 withholding. |
Box 25c | Other Forms withholding. |
Box 25d | Group Total. |
Box 26 | 2022 Estimated Tax Payments and Amount Applied from 2021 Return. |
Box 27 | Earned Income Credit. |
Box 28 | Additional Child Tax Credit from Schedule 8812. |
Box 29 | American Opportunity Credit from Form 8863. |
Box 31 | Amount from Schedule 3. |
Box 32 | Total Other Payments and Refundable Credits. |
Box 33 | Total Payments. |
Box 34 | Overpaid Amount. |
Box 35 Group | Refund information. |
Box 35a - Form 8888 Attached | Specifies whether Form 8888 is attached. |
Box 35a - Refundable Amount | The refund amount. |
Box 35b - Routing Number | The bank’s routing number. |
Box 35c - Type | Account type (Checking or Saving). |
Box 35d - Account Number | The bank account number. |
Box 36 | Overpaid Amount to be Applied to 2023 Estimated Tax. |
Box 37 | Amount Owed. |
Box 38 | Estimated Tax Penalty. |
Third Party Designee | Third party representative information. |
Another Person Can Discuss with IRS | Permission for third party to discuss with IRS. |
Designee’s Name | Name of the designated representative. |
Phone Number | Phone number of the representative. |
PIN | Personal Identification Number. |
Signature | Taxpayer signature information. |
Date | Date of signature. |
Occupation | Taxpayer’s occupation. |
Identity Protection PIN | Identity Protection PIN. |
Spouse’s Signature | Spouse’s signature information (if filing jointly). |
Date | Date of spouse’s signature. |
Occupation | Spouse’s occupation. |
Identity Protection PIN | Spouse’s Identity Protection PIN. |
Phone Number | Spouse’s phone number. |
Email Address | Spouse’s email address. |
Preparer | Tax preparer information. |
Preparer’s Name | Name of the tax preparer. |
Date | Date prepared. |
PTIN | Preparer Tax Identification Number. |
Firm’s Name | Name of the preparation firm. |
Firm’s Address | Address of the preparation firm. |
Phone Number | Firm’s phone number. |
Firm’s EIN | Firm’s Employer Identification Number. |
Self-Employed | Indicates if the preparer is self-employed. |