Title:  US Federal 1040 Tax Form - 2024 -- EXAMPLE

{ ------------ Example ------------- }
{ --- Filing Status & Exemptions --- }

Status        Married/Joint	{ Single, Married/Joint, Head_of_House, Married/Sep, Widow(er) }

You_65+Over?	N	{ Were you born before January 2, 1960 ? (answer: Yes, No) }
You_Blind?	N	{ Are you blind ? (answer: Yes, No) }
Spouse_65+Over?	Y	{ Was Spouse born before January 2, 1960 ? (answer: Yes, No) }
Spouse_Blind?	N	{ Is Spouse blind ? (answer: Yes, No) }
Dependents      0       { Number of Dependents, (answer: 0, 1, 2, 3, 4, 5, 6, 7, 8, ...) }

VirtCurr?	N	{ During 2024, did you receive/exchange/sell any Digital Asset? (answer: Yes, No) }


{ ---- Income ---- }

{ -- Wages, salaries, tips (W-2's Box-1). -- }
L1a     20267.70        { Wages, salaries, tips (W-2's Box-1). }
	28188.53	 { Spouse's }        
		;
L1b        10   ; { Household employee wages not reported on Form(s) W-2. }
L1c        20   ; { Tip income not reported on line 1a. }
L1d        30   ; { Medicaid waiver payments not reported on Form(s) W-2. }
L1e        40   ; { Taxable dependent care benefits from Form 2441, line 26. }
L1f        50   ; { Employer-provided adoption benefits from Form 8839, line 29. }
L1g        60   ; { Wages from Form 8919, line 6. }
L1h        70   ; { Other earned income. }
L1i        80   ; { Nontaxable combat pay election. }


 { --- Interest --- }
 { -- Tax-Exempt Interest. (Only used for SocialSecurity calculations). --
      (Any private activity bond interest exempt from regular tax, is entered under Schedule 2 below.) }
L2a        2	;

 { -- Taxable Interest -- 1099-INT(s) box 1 }
L2b      37.71           { Bank Savings}
	 12.65           { Credit Union}
	 16.85           { Savings Bank}
		;

 { --- Dividends --- }
 { -- Qualified Dividends 1099-DIV box 1b -- }
L3a       		
	 70.90            {USX Dividends}
         14.36            {Fidelity Mutual Funds}
          0.0             {  Growth Fund}
         61.25            {Company Stock Div}
	;

 { -- Ordinary Dividends 1099-DIV box 1a. -- }
L3b         	
         70.90            {USX Dividends}
         44.36            {Fidelity Mutual Funds}
         64.13            {  Growth Fund}
         74.52            {Company Stock Div}
		;

 { --- Other Income & Credits --- }
L4a	41.41	;       { IRA distributions. (1099-R) }
L4b	41.00	;       { Taxable IRA distributions. (1099-R) }
L5a	43.43	;       { Pensions, Annuities. (1099-R) }
L5b	43.00	;       { Taxable Pensions, Annuities. (1099-R) }

L6a	  6	;       { Social Security benefits.  Forms SSA-1099 box-5. }

L13	 13	;	{ Qualified business income deduction. }
L19	 19	; 	{ Child tax credit/credit for other dependents. }

L25a	1765.50		{ Federal income tax withheld, from W-2's, box-2. }
	1688.09
		;
L25b	 23	;       { Federal income tax withheld, from 1099's. }
L25c	 26	;       { Federal income tax withheld, from other forms. }
L26			{ Estimated tax payments made for the year. }
        100     {Q1}
        110     {Q2}
        120     {Q3}
        130     {Q4}
		;

{ -- Refundable Credits -- }
L27	207	;	{ Earned Income Credit (EIC). Attach Sched EIC if you have qualifying child. }
L28	 28	;	{ Child Tax Credit, Schedule 8812 }
L29	 29	;	{ American Opportunity Credit, Form 8863, line 8 }

{ -- Refund Options -- }
ApplyTo2024	33 ;	{ Percent (%) of OverPayment to apply to your 2024 estimated tax. (0-100) }

{ -- Penalties -- }
L38		;	{ Estimated Tax Under-payment Penalty }

{ --- Schedule D: Capital Gains/Loses --- }

 { When there are multiple buy-dates, specify "various-short" or "various-long", instead of a specific date. }
 { If acquired by inheritance, then specify "inherited" instead of a specific date. }
 { Text Editor Note: When adding a security, All values must be present. "~" is a necessary place holder for No Adjustment. }

f8949_spreadsheet-A/D:  tax_form_files/US_1040/example_f8949_spreadsheet.csv       { Optional CSV spreadsheet File-name for Cap-Gain/Losses. (Reported to IRS, A/D) }

CapGains-A/D	        { Capital Gains/Losses, 1099-B. For Basis Reported to IRS (Form 8949 check A or D) }
			{  Enter for each:  $BuyAmnt Date, $SellAmnt Date, AdjCode $AdjAmnt ~ ~ }

         -800.99        6-20-21         { 40 Shares WMT }
          950.99        10-12-21
	~		~

         -1800.99       6-21-2024       { 40 Shares AAP }
          1950.99       10-2-2024
	~		~

        -3658.22        1-15-19        { 100 Shares XOM }
         4209.95        12-25-21
	B		12.34

        -4949.98        3-26-17        { 500 Shares NAB }
         6009.01        12-27-2024
	~		~

        -4949.98        3-26-11         { 500 Shares FBK  }
         6009.01        12-27-2024
	~		~
                ;


f8949_spreadsheet-B/E:        { Optional CSV spreadsheet File-name for Cap-Gain/Losses. (Unreported to IRS, B/E) }

CapGains-B/E	        { Capital Gains/Losses, 1099-B. For Basis NOT Reported to IRS (Form 8949 check B/E) }
			{  Enter for each:  $BuyAmnt Date, $SellAmnt Date, AdjCode $AdjAmnt ~ ~ }

	100 	1-1-1980    { IBM }
        1000 	2-2-2024
	~	~

        8000 	12-24-1980 { SNA }
        1000 	12-28-21
	~	~
                ;


f8949_spreadsheet-C/F:        { Optional CSV spreadsheet File-name for Cap-Gain/Losses. (Not above, C/F) }

CapGains-C/F	        { Capital Gains/Losses, 1099-B. For when Form 8949 (A,B,D,E) CANNOT be checked. (check C/F) }
			{  Enter for each:  $BuyAmnt Date, $SellAmnt Date, AdjCode $AdjAmnt ~ ~ }
        900 1-1-1980    { MSFT }
        9000 2-2-2024
	~		~

        100 1-1-1980    { CLF }
        4000 2-2-2024
	~		~
                ;

D4		;	{ Short-term gain from 6252, gain or loss from Forms 4684, 6781, 8824. }
D5		;	{ Short-term gain/loss from partnerships, S corps, estates, trusts, K-1. }
D6              ;       { Short-term 2023 loss carryover. Or, LastYear's return output File-name. }
D11		;       { Gain from Form 4797. }
D12		;       { Partnership net long-term gains or losses. }
D13		;       { Cap Gains Distributions - 1099-DIV column 2a. }
D14             ;       { Long-term 2023 loss carryover. Leave blank if file-name used in line D6. }
D19             ;       { Amount, if any, from line 18 of Unrecaptured Section 1250 Gain Worksheet. }
Collectibles 	;	{ Long Term Gain or Loss from Collectibles, Form 8949 Part II. (Usually zero.) }

			{ }

{ --- Schedule 1: Additional Income --- }

S1_1099K_err	;	{ Amounts on 1099-K forms reported in error or for personal loss. }
S1_1	20.11	;       { Taxable refunds. }
S1_2a	22	;       { Alimony received. }
S1_2b:	6/7/20		 { Date of divorce or separation. }
S1_3	 3	;       { Business income/loss. (Sched C) }
S1_4	17.18	;       { Other gains or losses. (form 4797) }
S1_5	 5	;       { Rent realestate/royalties/partnerships/S corp. Sched E }
S1_6	 6	;       { Farm income/loss. (Sched F) }
S1_7	 7	;       { Unemployment compensation }
S1_8a	8.01	;       { Net operating loss }
S1_8b	7.02	;       { Gambling income }
S1_8c	6.03	;       { Cancellation of debt }
S1_8d	8.04	;       { Foreign earned income exclusion from Form 2555 }
S1_8e   9.01    ;       { Income from Form 8853 }
S1_8f   9.02    ;       { Income from Form 8889 }
S1_8g   9.03    ;       { Alaska Permanent Fund dividends }
S1_8h   9.04    ;       { Jury duty pay }
S1_8i   9.05    ;       { Prizes and awards }
S1_8j   9.10    ;       { Activity not engaged in for profit income }
S1_8k   9.11    ;       { Stock options }
S1_8l   9.12    ;       { Rental of personal property income if for profit but not business. }
S1_8m   9.13    ;       { Olympic and Paralympic medals + prizes }
S1_8n   9.14    ;       { Section 951(a) inclusion }
S1_8o   9.15    ;       { Section 951A(a) inclusion }
S1_8p   9.16    ;       { Section 461(l) excess business loss adjustment }
S1_8q   9.17    ;       { Taxable distributions from an ABLE account }
S1_8r   9.18    ;       { Scholarship and fellowship grants not reported on Form W-2 }
S1_8s   9.19    ;       { Nontaxable Medicaid waiver payments included on Form 1040, line 1a or 1d }
S1_8t   9.20    ;       { Pension from nonqualifed deferred compensation plan or section 457 plan }
S1_8u   9.21    ;       { Wages earned while incarcerated }
S1_8v   10.22   ;       { Digital assests received as ordinary income not reported elsewhere }
S1_8z	8.17	;       { Other income. }
 S1_8z_Type: uber         { Type of Other Income. }

{ ---- Schedule 1, Part II: Adjustments to Gross Income ---- }
S1_11   6.10    ;       { Educator expenses }
S1_12   2       ;       { Bus. exp.: reservists, artists, ... Attach Form 2106 }
S1_13   3       ;       { Health savings account deduction. Attach Form 8889 }
S1_14   4       ;       { Moving expenses. Attach Form 3903 }
S1_15   5       ;       { Deductable part of self-employment tax. Attach Schedule SE}
S1_16   6       ;       { Self-employed SEP, SIMPS1_E, and qualified plans }
S1_17   7       ;       { Self-employed health insurance deduction }
S1_18   8       ;       { Penalty on early withdrawal of savings }
S1_19a  19      ;       { Alimony paid }
 AlimRecipSSN:  123006778 { Alimony recipient's SocSec Number. }
 DivorceDate:   11/3/15   { Divorce or Separation Date }
S1_20   10      ;       { IRA deduction }
S1_21   44.08   ;       { Student loan interest deduction }
S1_23    23     ;       { Archer MSA deduction }
S1_24a   24     ;       { Jury duty pay }
S1_24b   23     ;       { Deductible expenses of rental of personal property }
S1_24c   22     ;       { Nontaxable Olympic and Paralympic medals & prizes }
S1_24d   10.01  ;       { Reforestation amortization and expenses }
S1_24e    4     ;       { Repayment of supplemental unemployment benefits }
S1_24f    5     ;       { Contributions to section 501(c)(18)(D) pension plans  }
S1_24g   10.02  ;       { Contributions by certain chaplains to section 403(b) plans }
S1_24h    6     ;       { Attorney fees and court costs for unlawful discrimination claims }
S1_24i    7     ;       { Attorney fees and court costs for award from the IRS }
S1_24j    8     ;       { Housing deduction from Form 2555 }
S1_24k    9     ;       { Excess deductions of section 67(e) expenses from Schedule K-1 }
S1_24z   10.03  ;       { Other adjustments. }
S1_24z_Type:  Materials   { Type of Other adjustments. }


{ ---- Tax and Credits ---- }
 { -- Schedule A: Itemized deductions -- }
 A1     5001    ;       { Unreimbursed medical expenses. }
 A5a                    { State and local income taxes. (W-2's boxes 17 + 19.)  Or sales taxes. }
	  39.88          { State-UI (Unemployment Insurance) }
        1479.21          { State-tax withheld/owed }
        1928.35          { Spouse's local tax (paid) }
		;
 CheckBoxA5a    N ;     { Check (Y) if using sales taxes instead of income taxes. (answer: Yes, No) }
 A5b    1,771.05        { Real estate taxes.}
		;
 A5c     5      ;       { Personal property (eg. automobile) taxes. }
 A6      6      ;       { Other taxes.}
 A8a     7      ;       { Home mortgage interest and points reported to you on Form 1098.}
 A8b            ;       { Home mortgage interest not reported to you on Form 1098.}
 A8c            ;       { Points not reported to you on Form 1098.}
 A9      9      ;       { Investment interest. Attach Form 4952}

 A11	111	;       { Charity contributions by Cash or Check. }
 A12	 12	;       { Charity contributions Other Than cash or check. }
 A13	 13	;       { Charity contributions CarryOver from prior year. }

 A15    15      ;       { Casualty or theft loss(es).}
 A16    16      ;       { Other expenses}
 A18     N      ;       { Elect to itemize, even when less than standard deduction. (answer: Yes, No) }

{ -- Schedule B: Part III -- }
 B7a	 N	;	{ Financial account in foreign country ? (answer: Yes, No) }
 B7aa		;	{ If yes above, did you file FinCEN Form 114 ? (answer: n/a, Yes, No) }
 B7b		;	{ If yes above, name of country. }
 B8	 N	;	{ Did you receive a foreign trust ? (answer: Yes, No) }


{ --- Alternative Minimum Tax (AMT) Entries (if needed) --- }
 AMTws2c	;	{ Investment interest expense (difference between regular tax and AMT) (Form 6251 line 2c). }
 AMTws2g	;	{ Private activity bond interest exempt from regular tax (Form 6251 line 2g). }
 AMTws3		;	{ Other adjustments, including income-based related adjustments. }
 AMTws8		;	{ Alternative minimum tax foreign tax credit. }

{ --- Schedule 2: Additional Taxes --- }
S2_1a		;	{ Excess advance premium tax credit repayment. Form 8962. }
S2_1b		;	{ Repayment of new clean vehicle credit(s) transferred to dealer. }
S2_1c		;	{ Repayment of previously owned clean vehicle credit(s) transferred to dealer. }
S2_1d		;	{ Recapture of net EPE from Form 4255, line 2a, column (l). }
S2_1e		;	{ Excessive payments (EP) from Form 4255. }
S2_1f		;	{ 20% EP from Form 4255. }
S2_1y		;	{ Other additions to tax (see instructions). }
S2_4     12.67  ;       { Self-employment tax. Sched SE }
S2_5            ;       { Social security and Medicare tax from Form 4137. }
S2_6            ;       { Uncollected Social security and Medicare tax from Form 8919 }
S2_8		;	{ Additional tax on IRAs, other qualified retirement plans, Form 5329 }
S2_9     34.23  ;       { Household employment taxes. Sched H }
S2_10		;       { First-time homebuyer credit repayment. Form 5405. }
S2_11		;	{ Additional Medicare Tax. Attach Form 8959 }
S2_12		;	{ Net investment income tax. Attach Form 8960 }
S2_13		;	{ Uncollected social security ... from Form W-2, box 12 }
S2_14		;	{ Interest on tax due on installment income }
S2_15		;	{ Interest on the deferred tax on gain from certain installment sales }
S2_16		;	{ Recapture of low-income housing credit. Attach Form 8611 }

S2_17a	 17.01	;	{ Recapture of other credits. }
 S2_17a_Type:  Rural, 6723  { Type and form number }
S2_17b	 16	;	{ Recapture of federal mortgage subsidy. }
S2_17c		;	{ Additional tax on HSA distributions. Attach Form 8889 }
S2_17d		;	{ Additional tax on an HSA, Attach Form 8889 }
S2_17e		;	{ Additional tax on Archer MSA distributions. Attach Form 8853 }
S2_17f		;	{ Additional tax on Medicare Advantage MSA distributions. Form 8853 }
S2_17g		;	{ Recapture of a charitable contribution deduction }
S2_17h		;	{ Income you received from a nonqualified deferred compensation }
S2_17i	 17.09	;	{ Compensation received from nonqualified deferred compensation plan }
S2_17j		;	{ Section 72(m)(5) excess benefits tax  }
S2_17k		;	{ Golden parachute payments }
S2_17l		;	{ Tax on accumulation distribution of trusts }
S2_17m		;	{ Excise tax on insider stock compensation }
S2_17n		;	{ Look-back interest under section 167(g) or 460(b) }
S2_17o		;	{ Tax on non-effectively connected income }
S2_17p		;	{ Any interest from Form 8621, line 16f. }
S2_17q		;	{ Any interest from Form 8621, line 24 }
S2_17z	17.18	;	{ Any other taxes. }
 S2_17z_Type:	Anom	 { Type of other taxes. }
S2_19		;	{ Additional tax from Schedule 8812 }
S2_20		;	{ Section 965 net tax liability installment from Form 965-A }


{ --- Schedule 3: Part 1 - Nonrefundable Credits --- }
S3_1   14.15    ;       { Foreign tax credit, form 1116 }
S3_2             ;       { Child/dependent care expense credits. Form 2441, Line 11. }
S3_3             ;       { Education credits. Form 8863, line 19. }
S3_4    31.31    ;       { Retirement savings contributions credit. Form 8880. }
S3_5a   51.00    ;       { Residential clean energy credits. Form 5695, line 16. }
S3_5b   52.00    ;       { Energy efficient home improvement credit. Form 5695, line 32. }
         { Other nonrefundable credits. }
S3_6a    6       ;       { General business credit. Form 3800. }
S3_6b            ;       { Credit for prior year minimum tax. Form 8801. }
S3_6c   26.01    ;       { Adoption credit. Attach Form 8839 }
S3_6d            ;       { Credit for the elderly or disabled. Attach Schedule R }
S3_6e            ;       { Alternative motor vehicle credit. Attach Form 8910 }
S3_6f            ;       { Qualified plug-in motor vehicle credit. Attach Form 8936 }
S3_6g            ;       { Mortgage interest credit. Attach Form 8396 }
S3_6h            ;       { District of Columbia first-time homebuyer credit. Attach Form 8859 }
S3_6i    2.02    ;       { Qualified electric vehicle credit. Attach Form 8834 }
S3_6j            ;       { Alternative fuel vehicle refueling property credit. Attach Form 8911 }
S3_6k            ;       { Credit to holders of tax credit bonds. Attach Form 8912 }
S3_6l            ;       { Amount on Form 8978, line 14. }
S3_6m    6.60    ;       { Credit for previously owned clean vehicles. Attach Form 8936. }
S3_6z            ;       { Other nonrefundable credits. }
S3_6z_Type:               { Type of Other nonrefundable credits. }

{ --- Schedule 3: Part II - Other Payments and Refundable Credits --- }
S3_9            ;       { Net premium tax credit. Form 8962. }
S3_10    8.10   ;       { Amnt paid in filing extension req. }
S3_11           ;       { Excess Soc. Sec. + tier 1 RRTA tax withheld. }
S3_12           ;       { Credits for federal tax on fuels. Attach form 4136. }
S3_13a  13      ;       { Credits from Form 2439. }
S3_13b	14	;	{ Credit for repayment of amounts included in income from prior years. }
S3_13c	15	;	{ Elective payment amount. Form 3800, Part III, line 6, column (i). }
S3_13d	16	;	{ Deferred amount of net 965 tax liability }
S3_13z  17      ;       { Credits from Other. }
 S3_13z_Type:            { Type of other payments or refundable credits. }



{ -------------------------------------------- } 
{ --- Optional info for Auto-Fillout only. --- }

   { Your 1st-Name, Middle-Initial }
 Your1stName:	Fred, D.		
 YourLastName:	Smythe
 YourSocSec#:	409-31-7804	

   { Spouse 1st-Name, Middle-Initial -- If Married-Filing-Jointly, otherwise leave spouse fields blank. }
 Spouse1stName:	 Sarah, M.		{ Leave blank if Single, etc. }
 SpouseLastName: Smythe	
 SpouseSocSec#:	 409-33-9408	

   { Your Address }
 Number&Street:	 1567 W. Hamptonshire
 Apt#: 		
 Town/City:   	Springfield
 State:   	IL
 ZipCode:   	62722

   { Your Occupation(s) }
 YourOccupat:	 Merchant
 SpouseOccupat:	 Welder

   { - - - - - - - - -- - - - - - - - - }
   { Dependent-1 Information (optional) }
 Dep1_FirstName:	Emma		{ First Dependent's first-name. }
 Dep1_LastName:		Anderson	{ First Dependent's last-name. }
 Dep1_SocSec#:		987-65-4321	{ First Dependent's Social Security number. }
 Dep1_Relation:		Stepdaughter	{ First Dependent's relationship. }
 CkDep1_ChildTxCrd:	Yes 		{ (answer: Yes, No) }
 CkDep1_CrdOtherDep:			{ (answer: Yes, No) }

   { Dependent-2 Information (optional) }
 Dep2_FirstName:	
 Dep2_LastName:		
 Dep2_SocSec#:		
 Dep2_Relation:		
 CkDep2_ChildTxCrd:		{ (answer: Yes, No) }
 CkDep2_CrdOtherDep:		{ (answer: Yes, No) }

   { Dependent-3 Information (optional) }
 Dep3_FirstName:	
 Dep3_LastName:		
 Dep3_SocSec#:		
 Dep3_Relation:		
 CkDep3_ChildTxCrd:		{ (answer: Yes, No) }
 CkDep3_CrdOtherDep:		{ (answer: Yes, No) }

   { Dependent-4 Information (optional) }
 Dep4_FirstName:	
 Dep4_LastName:		
 Dep4_SocSec#:		
 Dep4_Relation:		
 CkDep4_ChildTxCrd:		{ (answer: Yes, No) }
 CkDep4_CrdOtherDep:		{ (answer: Yes, No) }

   { Other Dependents }
 CkMoreThan_4_Dependents:	{ (answer: Yes, No) }

 { Optional Direct-Deposit info for Refunds }
L35b:				{ Routing Number. }
L35c:				{ (answer: Checking, Savings) }
L35d:				{ Account Number. }
 
{
 --------------------------------------------
}
