Personal Income Tax

Personal Income Tax - Form 1040
Contact Information
Firm Name
Employer Identification Number (PF Code)
Your firm's PF Code (Go to Hub / Marketplace Tools / Firm Admin on the top left)
Firm Contact Email
example@example.com
Facilitator Email
example@example.com
Please choose one of the following
Employer Identification Number (PF Code)
Your firm's PF Code (Go to Hub / Marketplace Tools / Firm Admin on the top left)
Employer Identification #
Your firm's bank account #
School Name
VE Region
Street Address
City
State
ZIP
Filing Status
TurboTax
Did you use TurboTax to file your taxes?
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Exemptions
Select the appropriate exemption
List Dependents
List the first name, last name, and title for all dependents.
Number of dependents
Total number of exemptions claimed
Income
Wages, salaries, tips, etc.
Taxable interest
Tax exempt interest
Ordinary dividends
Other income
Total income
Adjustments
Total adjustments
Gross income
[Total Income] - [Total Adjustments]
Taxes and Credits
Itemized deductions of standard deduction
Claimed exemption total
[4,050] x [Total number of exemptions claimed]
Taxable income
([Gross Income] - [Itemized deductions]) - [Claimed exemption total] (0 if negative)
Tax
Refer to tax table
Credits
Refer to IRS form 1040 instructions for a list of credits.
Adjusted tax
[Tax] - [Credits]
Other Taxes
Other taxes
Total Tax
[Other Taxes] + [Adjusted tax]
Payments
Federal income tax withheld on Forms W-2 &1099
Other payments
Total Payments
[Federal income tax withheld on Forms W-2 & 1099] + [Other payments]
Refund
Amount overpaid
If [Total payments] is greater than [Total tax], subtract [Total tax] from [Total payments], otherwise 0.
Amount Owed
Amount
if [Total tax] is greater than [Total payments], subtract [Total payments] from [Total tax].
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Name

First NameLast Name
Date

MonthDayYear
Hour MinutesAM/PM Option
Occupation
Should be Empty:

Personal Income Tax - Form 1040

Contact Information

TurboTax

Exemptions

Income

Adjustments

Taxes and Credits

Other Taxes

Payments

Refund

Amount Owed

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