Misc.
2 things that increase standard deduction.
What are Age and Blindness?
Code D is common to find in this box #___.
What is box 12?
Election to report Social Security payment that includes prior year payments.
What is Lump Sum Election?
Under age 24 and__ , this requirement to be a QC dependent.
What is full-time student?
The correct Filing Status is determined first by this.
What is Marital status?
The Fab Four
Who are the Beatles?
Box 12 code W refers to this.
What is an HSA, employer contribution?
Method to figure Form 1099-R box 2a taxable amount w/ after-tax contributions in box 9b.
What is the simplified method?
Non-custodial Parent needs this Form to claim a child who did not live with them.
What is Form 8332?
Single taxpayer w/dependent 10-yr.old cousin, lived with all year and taxpayer paid all household costs.
What is Single?
This tax rate also applies to qualified dividends.
What is Long Term Capital Gains tax rates?
Tips earned that are not reported to employer (over $20/month) are entered here.
What is W-2 unreported tips box? (carries to Form 4137)
A QCD will reduce this on the Form 1099-R.
What is taxable amount box 2a?
This credit may be claimed for a QC even if they supported themselves & are not a dependent (all other tests met).
What is the Earned Income Tax Credit?
A married taxpayer who has not lived with the spouse several years (no children or dependents).
What is MFJ or MFS?
This type of income triggers QBI (Qualified Business Income) deduction.
What is Sch C self-employment and 1099-DIV Section 199A Dividends (REIT)?
To enter 5 box 12 codes you must do this.
What is enter 4 on first W-2, another W-2 w/ $1 income for the 5th entry?
$ amount in W-2 box 12 code D could indicate a tax benefit and the need for this Form.
What is Form 8880, Retirement Savings Contribution Credit?
A non-custodial parent selects this TaxSlayer entry for the number of months child lived with them.
What is Divorced/Separated
A taxpayer whose spouse died the previous year, with dependent grandchild.
What is Head of Household?
In 2025, the highest tax bracket %.
What is 37%?
2025 Tax Brackets: 10%, 12%, 22%, 24%, 32%, 35%, 37%
If there is an amount in box 10, this form must be completed.
What is Form 2441 Dependent Care Benefits?
This type of IRA contribution is not deductible but may still qualify taxpayer for the Savers Credit.
What is a ROTH IRA contribution?
The exception to the age requirement for a QC
What is any age if permanently and totally disabled?
This 2006 film starred Will Farrell as an IRS auditor.
What is Stranger than Fiction?