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Publication 4012 (Rev. 12-2015)  Catalog Number 34183E  Department of the Treasury  Internal Revenue Service  www.irs.gov
Volunteer Income Tax Assistance (VITA) / Tax Counseling for the Elderly (TCE)
Take your VITA/TCE training online at www.irs.gov (keyword: Link 
& Learn Taxes). Link to the Practice Lab to gain experience using 
tax software and take the certification test online, with immediate 
scoring and feedback.
VITA/TCE Volunteer Resource Guide
2015 RETURNS
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How to Get Technical Updates?
Updates to the volunteer training materials will be contained in Publication 4491X, VITA/TCE Training 
Supplement. The most recent version can be downloaded at:  http://www.irs.gov/pub/irs-pdf/p4491x.pdf
Volunteer Standards of Conduct
VITA/TCE Programs
The mission of the VITA/TCE return preparation programs is to assist eligible taxpayers in satisfying 
their tax responsibilities by providing free tax return preparation. To establish the greatest degree of 
public trust, volunteers are required to maintain the highest standards of ethical conduct and provide 
quality service.
All VITA/TCE volunteers (whether paid or unpaid workers) must complete the Volunteer Standards of 
Conduct Training, and sign Form 13615, Volunteer Standards of Conduct Agreement, prior to working at 
a VITA/TCE site. In addition, return preparers, quality reviewers, and VITA/TCE tax law instructors must 
dinator, sponsoring 
partner, instructor, or IRS contact confirms the volunteer’s identity and signs and dates the form.
As a volunteer in the VITA/TCE Programs, you must:
1. Follow the Quality Site Requirements (QSR).
2. Not accept payment, solicit donations, or accept refund payments for federal or state tax return 
preparation.
3. Not solicit business from taxpayers you assist or use the knowledge you gained (their 
information) about them for any direct or indirect personal benefit for you or any other specific 
individual.
4. Not knowingly prepare false returns.
5. 
conduct deemed to have a negative effect on the VITA/TCE Programs.
6. Treat all taxpayers in a professional, courteous, and respectful manner.
Failure to comply with these standards could result in, but is not limited to, the following:
• Your removal from all VITA/TCE Programs;
• Inclusion in the IRS Volunteer Registry to bar future VITA/TCE activity indefinitely;
• Deactivation of your sponsoring partner’s site VITA/TCE EFIN (electronic filing ID number);
• Removal of all IRS products, supplies, loaned equipment, and taxpayer information from your 
site;
• Termination of your sponsoring organization’s partnership with the IRS;
• Termination of grant funds from the IRS to your sponsoring partner; and
• Referral of your conduct for potential TIGTA and criminal investigations.
TaxWise
®
is a copyrighted software program owned by CCH Small Firm Services (CCH). All screen shots 
that appear throughout the official Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly 
(TCE) training materials are used with the permission of CCH. The screen shots used in this publication—or 
any other screen shots from TaxWise
®
or its affiliated programs—may not be extracted, copied, or distributed 
without written approval from the IRS SPEC Office of Products, Systems, & Analysis.
Confidentiality Statement:
All tax information you receive fr
under any circumstances, be disclosed to unauthorized individuals.
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1
Volunteer Standards of Conduct ............Inside Front Cover
Table of Contents ...............................................................1
Director’s Letter ..................................................................3
Fact Sheet Quality Updates for 2016 .................................5
How to Use this Guide ........................................................7
Scope of Service ................................................................8
Quality Site Requirements ................................................11
Tab EXT: Legislative Extenders
Educator Expenses ...............................................EXT-1
Tuition and Fees ....................................................EXT-2
State and Local General Sales Taxes ...................EXT-3
Mortgage Insurance Premiums .............................EXT-3
Residential Energy Credits ....................................EXT-4
Cancellation of Debt – Principal Residence ..........EXT-5
Tab ACA: Affordable Care Act
Approaching the ACA ...........................................ACA 1
TaxWise ACA Worksheet .....................................ACA 2
Minimum Essential Coverage ...............................ACA 4
Exemptions Overview ...........................................ACA 5
Types of Coverage Exemptions ...........................ACA 6
Exemptions -Form 8965 .......................................ACA 7
2015 Filing Federal Tax Filing Requirement  
Thresholds Dependents ....................................ACA 8
Exemptions - Form 8965 Part III ..........................ACA 9
Marketplace Coverage Affordability  
Worksheet .......................................................ACA 10
Applicable Figure for Marketplace  
Affordability ......................................................ACA 11
Affordability Worksheet (cont) ............................ACA 12
Federal Poverty Lines ........................................ACA 13
Shared Responsibility Payments ........................ACA 14
Premium Tax Credit - Overview .........................ACA 15
Premium Tax Credit - Form 8962 .......................ACA 16
Shared Policy Allocation .....................................ACA 17
Alternative Calculation for Year of Marriage .......ACA 18
Tab A: Who Must File
Chart A – For Most People Who Must File  ...............A-1
Chart B – For Children and Other Dependents .........A-2
Chart C – Other Situations When You Must File .......A-3
Chart D – Who Should File ........................................A-3
Tab B: Filing Status
Decision Tree – Determination of Filing Status .........B-1
Interview Tips – Filing Status ....................................B-2
Tip – Who is a Qualifying Person Qualifying You  
to File as Head of Household .................................B-3
Cost of Keeping Up a Home ......................................B-4
Tab C: Exemptions/Dependency
Tip – Exemptions .......................................................C-1
Interview Tips – Personal Exemptions ......................C-2
Tip – Claiming an Exemption for a Dependent ..........C-3
Tip – Qualifying Child of More Than One Person  .....C-4
Interview Tips – Dependency Exemption ..................C-5
Interview Tips – Exemption for Qualifying Relative ...C-6
Interview Tips – Divorced/Separated Parents ...........C-8
Worksheet – Determining Support ............................C-9
Tab D: Income
Income Quick Reference Guide ................................D-1
Tip – Armed Forces Gross Income ...........................D-2
TaxWise
®
Entries .......................................................D-3
How/Where to Enter Income .....................................D-5
Form W-2 Instructions ...............................................D-6
How to Enter Tip Income ...........................................D-8
Interest Statement for Schedule B ............................D-9
Additional Interest, NAEOB .......................................D-9
Schedule B, Line 5 Dividend Income ......................D-10
Additional Dividend Entries .....................................D-11
Refunds of State and Local Income Tax .................D-12
Schedule C-EZ - Business Income .........................D-13
Schedule C - Business Income ...............................D-14
Schedule D - Capital Gain or Loss Transactions 
Worksheet ............................................................D-16
How to Complete Cap Gn Wkt ................................D-17
Sec 121 Exclusion on Sale of Main Home ..............D-19
1099-R Pension and Annuity Income ......................D-20
1099-R Codes for Box 7 ..........................................D-21
1099-R Exclusion Worksheet ..................................D-23
Form 1099-R Simplified Method Worksheet ...........D-24
Roth IRA ..................................................................D-25
RRB, CSA, & SSA Benefits .....................................D-26
1099-R Entry Variations ..........................................D-27
Schedule E  – Rental and Royalty Income  
and Loss ...............................................................D-28
Form 2555 ...............................................................D-29
Publication 4731 – Cancellation of Debt Screening 
Sheets ..................................................................D-33
Insolvency Determination Worksheet ......................D-34
Tab E: Adjustments
Health Saving Account Helpful Hints .........................E-1
Screening for Health Savings Account ......................E-2
Tip – Alimony Requirements (after 1984) ..................E-3
IRA Deductions .........................................................E-3
Tip – Overview Student Loan Interest .......................E-4
Form 1040 – Adjustments to Income ........................E-5
Tab F: Deductions
Tip – Standard Deduction – Most People ..................F-1
Tip – Person Not Eligible for the Standard Deduction F-1
Tip – Standard Deduction Chart for People Born  
Before January 2, 1950 or Who Are Blind ..............F-2
Interview Tips – Itemized Deductions ........................F-3
Schedule A – Itemized Deductions ...........................F-5
Itemized Deduction Detail Worksheet .......................F-7
Travel Expenses ........................................................F-9
Deductible Entertainment Expenses .......................F-10
50% Limit .................................................................F-11
Deductible Transportation Expenses ......................F-12
Recordkeeping ........................................................F-13
Form 1040, Page 2 – Deductions ............................F-14
4012 Table of Contents
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Tab G: Nonrefundable Credits
Nonrefundable Credits ..............................................G-1
Form 1116 – Foreign Tax Credit ...............................G-2
Tip – Child and Dependent Care Expenses ..............G-3
Decision Tree – Child and Dependent Care ..............G-4
Form 2441 – Child and Dependent Care Credit ........G-5
Decision Tree – Retirement Savings Credit ..............G-6
Retirement Savings Contribution Credit ....................G-7
Child Tax Credit .........................................................G-8
Interview Tip - Child Tax Credit .................................G-9
Decision Tree - Credit for the Elderly or the 
Disabled ................................................................G-10
Tab H: Other Taxes and Payments
Form 1040, Page 2 –  Other Taxes and Payments ...H-1
Form 5329 – Other taxes and Payments ..................H-1
Tab I: Earned Income Credit
Tip – Earned Income Table .........................................I-1
Tip – Common EIC Filing Errors .................................I-1
Tip – Summary of EIC Eligibility Requirements ...........I-2
Disallowance of the Earned Income Credit .................I-2
Interview Tips – EIC General Eligibility .......................I-3
Interview Tips – EIC with a Qualifying Child ................I-4
Interview Tips – EIC Without a Qualifying Child ..........I-5
Tip – Qualifying Child of More than One Person .........I-5
Schedule EIC ..............................................................I-6
Schedule EIC Worksheet ............................................I-7
Tab J: Education Benefits
Tax Treatment of Scholarship and Fellowship  
Payments .................................................................J-1
Education Expenses ...................................................J-1
Worksheet Taxable Scholarship and  
Fellowship Income ...................................................J-1
Highlights of Education Tax Benefits  
for Tax Year 2015 ....................................................J-2
Tip – Education Credits ..............................................J-4
Determining Qualified Education Expenses ...............J-6
Form 8863 – Education Credits ..................................J-7
Tip – Student Under Age 24 Claiming American  
Opportunity Credit ...................................................J-8
Tab K: Preparing the Return
Form 1040 Navigation Guide ....................................K-1
Form 13614-C Job Aide for Volunteers .....................K-3
Basic Steps in Preparing a Return in TaxWise® .......K-5
Main Information Sheet .............................................K-6
Determining the Last Name .....................................K-12
Pointers for Direct Deposit of Refunds ....................K-14
Split Refund .............................................................K-15
Balance Due Returns (amount owed on return) ......K-16
Form ACH 1040/ES Direct Debit for Balance Due or  
Estimated Tax Payment .......................................K-19
PIN Guidelines ........................................................K-20
Form 8453, Transmittal for an IRS E-file Return .....K-21
Return Signature .....................................................K-22
Power of Attorney ....................................................K-23
Distributing Copies of the Return ............................K-24
Where to File Paper Returns ...................................K-24
Quality Review Process ..........................................K-25
Tab L: ITIN Returns
Decision Tree – Determining Residency Status .........L-1
Electronic Filing of Returns with Valid ITIN ................L-2
Creating a Temporary TIN when the Spouse and/or  
Dependent(s) are Applying for an ITIN ....................L-3
Starting a Return for a Primary Taxpayer Who 
Does NOT Already Have an ITIN ............................L-3
Tab M: Other Returns
Amended Returns .....................................................M-1
Prior Year Returns .....................................................M-2
Filing for an Extension Using TaxWise®? .................M-3
Tab N: Using Taxwise® Online
Setting up TWO .........................................................N-1
Logging on to TWO the First Time ............................N-1
The TWO Homepage ................................................N-2
TWO Shortcuts ..........................................................N-2
Creating a New Return ..............................................N-3
The Taxwise® Online Interview .................................N-4
Navigating the Tax Return .........................................N-7
Linking to a Form .......................................................N-7
The Taxwise® Online Forms .....................................N-8
Taxwise® Online Tool Bar .........................................N-9
Adding Forms to a Return .......................................N-10
Additional Dependent Worksheet ............................N-11
Running Diagnostics ...............................................N-12
Setting Return Stage ...............................................N-13
Print the Active Tax Return .....................................N-14
Printing from the User Homepage ...........................N-16
Tab O: Using Taxwise® Desktop
Taxwise® Log-in Screen ...........................................O-1
Starting a New Return ...............................................O-2
Quick Reference ........................................................O-3
Toolbars ....................................................................O-3
Moving Around in TaxWise® .....................................O-3
Additional Dependant Worksheet ..............................O-6
Running Diagnostics and Creating an  
Electronic File .........................................................O-6
Setting the Return Stage ...........................................O-7
Printing the Active Tax Return ...................................O-7
Transferring Returns to TWO ....................................O-7
Tab P: Partner Resources
Optional Contingency Plans for Maintaining Site 
Operations .......................................................P-1, P-2
Information for People with Disabilities .....................P-3
Identity Theft ..............................................................P-4
Frequent Taxpayer Inquiries .....................................P-5
Useful Publications and Forms ..................................P-6
Where to File .............................................................P-7
Where’s My Refund ...................................................P-8
Interactive Tax Assistant ...........................................P-8
Index 
P-9
Taxpayer Civil Rights ..........................Inside back cover
Contact Information for Volunteers ...............Back Cover
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Fact Sheet – Quality and Oversight Filing Season Updates 
FACT SHEET – 
For Partners and Employees
Quality & Oversight Updates for 2016 Filing Season
Key Points 
• All VITA/TCE sites are asked to 
have their volunteer lists to the 
territory by February 3
rd 
but no 
later than February 15
th.
• Returning volunteer instructors, 
preparers, coordinators, and 
quality reviewers are no longer 
required to take the Form 13614- 
C Training, instead, they will 
certify by passing the (new) test 
in Form 6744 or in Link & Learn. 
• Partner and Sub-Partner Forms 
13325/13324, Civil Rights 
Assurance Agreement Forms 
have merged into the Form 
13533, Partner Sponsor 
Agreement. (To allow one form, 
one signature). 
• Publication 5159 - Partner FSR 
Guide has merged into the 
Publication 4396A - Partner 
Resource Package
• At the Site Coordinator’s 
discretion, SSA verification 
documents with truncated SSN 
can be used as acceptable 
documents. 
• The requirement to visit all 
VITA/TCE sites has been 
changed from every four years to 
every five years. (Field Site 
Visits-10% and Remote Site 
Reviews - 10%) 
This document summarizes quality and oversight updates for the 2016 Filing 
Season. 
Background: SPEC continues to encourage consistent site 
operations and effective communications to improve quality and 
oversight of the VITA/TCE programs. The following updates are 
effective for the 2016 Filing Season. 
Updates to Quality Site Requirements (QSR) 
QSR #1 – Certification 
•  Update: All VITA/TCE sites are asked to have their volunteer 
lists to their SPEC Territory by February 3
rd 
but no later than 
February 15
th
 A new report must continue to be submitted on 
the 3
rd 
of each month to show new volunteers not previously 
reported. 
Why: To give additional time for sites opening later than 
February 3
rd 
to send their listings to their territories. This also 
allows territories to assist with submitting timely volunteer 
milestones. 
•  Update: Returning volunteer instructors, preparers, Site 
Coordinators and quality reviewers are no longer required to 
take Intake/Interview & Quality Review Training and will now 
certify by passing the new IRS test. NOTE: New volunteers in 
these same positions are required to take Intake/Interview & 
Quality Review Training and pass the new certification test. 
Why: To provide a consistent certification path similar to the 
VITA/TCE tax law certifications. 
Changes to Oversight 
•   Change: Publication 5159, Partner Filing Season Readiness 
Training Guide, is now obsolete. This information can be found 
in the Publication 4396-A, Partner Resource Package. 
Why: Pub 4396-A will be the primary guide to promote and 
inform new and existing partners on effective site management 
expectations and will serve as a partner resource tool. 
•   Change: The VolTax toll free number, 1-877-330-1205, is no 
longer available. Volunteers and taxpayers are to use 
wi.voltax@irs.gov  to report unethical volunteer or site 
practices. Why: Calls received on the toll free number did not 
support the intended purpose. Most of the calls did not relate to 
unethical behavior. 
August 2015  
1 
5
Fact Sheet –Qualityand Oversight Filing Season Updates
• Change:Forms13325/13324,CivilRightsAssuranceAgreementsforthepartnerandsub-
partner,hasmergedintoForm13533,SPECPartnerSponsorAgreement.Thereisnowone
formandonesignatureforeachpartner.
Why:Thiswasarecommendationfromseveralemployeesandpartnersandwillresultina
reductionofburdenonthepartnersandtheagency.
• Change:SocialSecurityAdministration(SSA)verificationdocumentswithatruncatedSSN,(i.e.
***-**-1234)canbeusedasacceptabledocumentsforsocialsecuritynumberverificationatthe
SiteCoordinator’sdiscretion.
Why:SSAisfollowingstrictsecurityguidelinesandtheyarenowtruncatingSSNsontheir 
verificationdocuments.BeforethischangeSPECallowedthesedocumentsasproofofvalid 
socialsecuritynumbers.Now,theSiteCoordinatorcandetermineiftheywillallowatruncated 
SSNasprooforrequirethetaxpayertoprovideasocialsecuritycardoranotheracceptable 
methodofverification.
• Change:SPECwillprovideadditionalguidanceforfollowingtheVirtualVITA/TCEProgram.
Why:In2015,siteswerenotfollowingtherequiredsecuritye-filestandards.
• New:SPECwillprovideacontingencyplanallowingsitestotemporarilyswitchtoaVirtualVITA 
Modelduringtemporaryemergencies,suchassoftwareshutdown,internetshutdown,orwhen 
volunteerqualityreviewersarenotpresentatthesite.
Why:Thiswillprovidesitesanalternativefilingmethodforassistingtaxpayersduringtemporary 
emergencies.
• New:SPECwillprovideguidanceonhowtohelpdeteridentitytheftreturnsfrombeingfiledat 
theirVITA/TCEsites.Thiscouldincluderequiringsitestoincreasetheirrequirementsfor 
reviewingphotoIDandsocialsecuritynumbers.
Why:ThenumberofIDtheft-relatedreturnsinourVITA/TCEsitesissteadilyincreasing.
Change:Extension245fortheIdentityProtectionSpecializedUnitphonelineisnolonger 
available.Taxpayerscancontinuetousethetollfreenumber,1-800-908-4490,toreceivea
replacementIP-PINifthetaxpayerisunableorunwillingtocreateanaccountonwww.irs.gov.
Why:Theextensionnumberwaseliminatedduetolimiteduse.
• Change:ThepolicyforFieldSiteVisits(FSV)andRemoteSiteReviews(RSR)haschanged 
fromeveryfouryearstoeveryfiveyears.ThisreducestheFSV/RSRreviewrequirementsfrom
25%to20%(FSV10%andRSR10%).
Why:AchangeinFSV/RSRreviewpolicywasmadeduetobudgetconstraintsandinaneffortto
usetravelfundstoassistpartnerswithcriticaltrainingneedssuchasattendingaSite 
Coordinator’sTrainingthatincludesmultipleSiteCoordinators.
• New:AllpolicychangesalteringthecurrentQualitySiteRequirements(QSR),software 
agreements,e-filerequirement,securitypolicies,etc.,mustbeapprovedbytheSPECDirector. 
Why:SPECisnotwillingtojeopardizequalitystandards,securityrequirements,orotherlicense 
agreementsinanefforttoincreasereturnpreparation.
UpdatetoVolunteer Standards ofConduct
• ThelanguageforVolunteerStandardsofConduct#2haschangedto: “Donotacceptpayments, 
solicitdonations,oracceptrefundpaymentsforfederalorstatetaxreturnpreparation.”
Why:Tomakeitclearthattakingoracceptingrefundsforanyreasonisnotacceptable.
August 2015
2
6
7
How to Use This Guide
using TaxWise
®
.* 
“ask the right questions; get the right answers.” Note: Publication 17 can be linked and researched 
electronically via WWW.IRS.gov
Also available via WWW.IRS.gov is the Interactive Tax Assistant (ITA), which is an excellent tool to 
guide you through answers to tax law questions.
*TaxWise
®
ireen 
IRS.
Note:
1. TaxWise
®
are embedded references to earlier tax years.
2. 
based on their level of certification— basic, advanced, military, international, or Health Savings 
Accounts.
no 
income or tax law limitations.
8
Scope of Service
VTo be covered 
under the Volunteer Protection Act, volunteers must stay within the scope of the VITA/TCE programs and 
prepare returns for which they achieved certification. This chart covers limitations or expansion of scope 
of service for each certification level. The check mark indicates within scope for that level of certification. 
scope for the VITA/TCE programs as indicated in the training. This list is not all-inclusive. 
VITA/TCE Hot Line Assistor’s column has been added below. For more information see Publication 5220, 
VITA/TCE Volunteer Site Scope & Referral Chart.
Note 1 • Limitation: Foreign Student certification only for taxpayers with F, J, M & Q visas
Note 2 • Limitation: Military certification only – Combat Zone, Incentive Pay, Re-Enlistment, Education Repayment, 
Recruitment Bonus
• Limitation: International certification only – Foreign Pay
Note 3 • 
Note 4 • Limitation: Wash sales shown on Form 1099-B or brokerage statements only
Note 5 • Limitation: lf taxable amount has been determined
Note 6 • Limitation: Only royalty income on Form 1099-MISC, Box 2 and Sch K-1
Form 1040 
Line #
Description
Information Reporting Document
Basic
Advanced
Can Hotline Assistors 
Address these Tax Law 
Topics with VITA/TCE 
Volunteer?*
Filing Status
See Note 1
See Note 1
1
Single
ü
ü
Yes
2
Married filing jointly
ü
ü
Yes
3
Married filing separately
ü
ü
Yes
4
Head of household
ü
ü
Yes
5
Qualifying widow(er)
ü
ü
Yes
Exemptions
6a - d
Exemptions
ü
ü
Yes
Income
See Note 2
See Note 2
7
Wages, salaries, tips, etc.
W-2
ü
ü
Yes
8a - b
Taxable interest, tax-exempt interest
1099-INT, Sch K-1
ü
ü
Yes
9a - b
Ordinary dividends, qualified dividends
1099-DIV, Sch K-1
ü
ü
Yes
10
Taxable refunds, etc.
1099-G
ü
ü
Yes
11
Alimony received
ü
ü
Yes
12
Business income or (loss)
1099-MISC, Box 7
ü
No
13
Capital gain or (loss)
1099-B
ü
No
15a - b
IRA distributions, taxable amount
1099-R
ü 
See Note 5
ü 
See Note 3
Yes
16a - b
Pensions and annuities, taxable amount
1099-R, RRB 1099-R
ü 
See Note 5
ü 
See Note 4
Yes
17
Rental real estate (Military certification only)
1099-MISC, Box 1
No
17
Royalties
1099-MISC, Box 2 & Sch K-1
ü 
See Note 6
No
19
Unemployment compensation
1099-G
ü
ü
Yes
20a - b
Social Security benefits, taxable amount
SSA-1099, RRB-1099
ü
ü
Yes
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