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Conversion
Informatiom |
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The following information will be converted |
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General Information |
General Info (cont.) |
- Taxpayer Last Name
- Taxpayer First Name
- Taxpayer Title
- Taxpayer Social Security Number
- Taxpayer Occupation
- Spouse First Name
- Spouse Last Name
- Spouse Title
- Spouse SSN
- Spouse Occupation
- Taxpayer/Spouse Street Address
- Taxpayer/Spouse City
- Taxpayer/Spouse Apt No
- Taxpayer/Spouse State
- Taxpayer/Spouse Zip
- Taxpayer/Spouse County
- Taxpayer/Spouse School District
Name
- Taxpayer/Spouse Work Phone
- Taxpayer/Spouse Home Phone
- Taxpayer/Spouse Cellular Phone
Number
- Taxpayer/Spouse Fax Number
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- Taxpayer Birth date
- Spouse Birth date
- Taxpayer Blind Checkbox
- Spouse Blind Checkbox
- E-mail Address
- Filing Status (1 Single, 2 MFJ,
3 MFS, 4 HOH, 5 Widow(er))
- Head-of-Household Qualifying
Name
- Head-of-Household Qualifying
Social Security Number
- Qualifying Widow(er) - Year of
Spouses Death
- Married Filing Separate – Spouse
Name
- Preparer Number
- Taxpayer/Spouse Death Date
- Foreign Street Address
- Foreign City, State, Zip Code
- Foreign Country
- Electronic Filing Checkbox
- Two-letter State EF Code
- Single, Dependent of Another
Checkbox
- Taxpayer - Donate $3
Presidential Campaign fund
(Checkbox)
- Spouse - Donate $3 Presidential
Campaign fund (Checkbox)
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Electronic Filing |
Schedule A |
- Routing Transit Number
- Depositor Account Number
- Type of Account
(Checking/Savings)
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- Mortgage Interest Name
- Mortgage Interest Address
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Schedule R |
Form 2106 |
- Taxpayer Disabled
- Spouse Disabled
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- 2106 Spouse Indicator
- 2106 Employee Business
Expense-Occupation
- 2106 Vehicle 1 Date placed in
service
- 2106 Vehicle 2 Date placed in
service
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Form 2441 |
1040 Page 2 |
- Day Care Provider Name
- Day Care Provider Street Address
- Day Care Provider City, State
and Zip Code
- Day Care Provider SSN/EIN
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- Third Party Designee Name
- Third Party Designee Telephone
Number
- Third Party Designee Personal
Identification Number
- May the IRS Discuss Return with
Preparer Checkbox
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Dependents |
W2 Items |
- First Name
- Last Name
- Birth date
- Social Security Number
- Relationship
- Number of Months in the Home
- Disabled Checkbox
- Student Checkbox
- Dependent Not Eligible for Child
Tax Credit Checkbox
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- Taxpayer/Spouse Indicator
- Taxpayer/Spouse Name
- Taxpayer/Spouse Address
- Taxpayer/Spouse City, State and
Zip Code
- Employer Name
- Employer Address
- Employer City, State and Zip
Code
- Federal Employer Identification
Number
- State Employer Identification
Number
- Two-letter State Code
- Control Number
- Statutory Employee Checkbox
- Retirement Plan Checkbox
- Third Party Sick Pay Checkbox
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Interest |
Dividends |
- Description
- Taxpayer/Spouse Indicator
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- Description
- Taxpayer/Spouse Indicator
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1099R |
Schedule C |
- Annuity Start Date
- Age at Starting Date
- Cost of Plan at Starting Date
- Payer Name
- Payer Address
- Payer City, State and Zip Code
- Payer Account Number
- Payer Employer Identification
Number
- Taxpayer/Spouse Name
- Taxpayer/Spouse Address
- Taxpayer/Spouse City, State and
Zip Code
- Taxpayer/Spouse Indicator
- IRA/SEP Checkbox
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- Business Name
- Business Address
- Business City, State and Zip
Code
- Principal Business Including
Product or Service
- Spouse Schedule C
- Principal Business Code
- Business Employer Identification
Number
- Business Ending Inventory
- Account Method - Accrual
Checkbox
- Accounting Method - Other
Checkbox
- Other Accounting Method -
Specified
- Materially Participated
- First Schedule C
- Other Expenses
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Schedule E |
Schedule F |
- Property Kind - Description
- Full Address (including City,
State and Zip Code)
- Per ownership (Taxpayer, Spouse,
or Joint)
- Other Descriptions (Room for 4)
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- Principal Product
- Employer Identification Number
- Spouse Schedule F
- Other Descriptions (Room for 6)
- Agricultural Activity Code
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Schedule 4835 |
K1 |
- Spouse's Form 4835
- Employer Identification Number
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- Entity Ownership Code (Taxpayer,
Spouse, or Joint)
- Entity Name
- Employer Identification Number
- Tax Shelter Registration Number
- K-1 Materially Participated
Checkbox
- K-1 Some Not At Risk Checkbox
- Final Disposition Checkbox
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Assets (Depreciation)
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- All fields will be carried that
were input in previous software
programs.
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