TAX FORMS BY THE NUMBER
RETIREMENT PLANS
LET ME CHECK MY SCHEDULE
STATE TAXES
WE DON'T NEED NO EDUCATION CREDITS
200

THIS SHOULD BE EZ; IT'S THE MOST BASIC INCOME TAX FORM THAT WE HAVE (EVEN THOUGH THERE IS NO EZ FORM ANYMORE)

WHAT IS 1040

200

"TRADITIONAL"LY, THIS TRADITIONAL RETIREMENT PLAN UTILIZES A TAX DEDUCTION (BUT EARNINGS WILL BE TAXED) AND LETS THE EMPLOYER MATCH CONTRIBUTIONS

WHAT IS A 401K

200

PIRATES KNOW THAT THIS SCHEDULE IS USED FOR THE CREDIT FOR THE ELDERLY OR THE DISABLED

WHAT IS R (MUST RESPOND LIKE A PIRATE)

200

FLORIDA, NEVADA, SOUTH DAKOTA, TENNESSEE, TEXAS, WYOMING, AND THIS LAST FRONTIER STATE HAVE NO INCOME TAX WHATSOEVER

WHAT IS ALASKA

200

THIS EDUCATION CREDIT HAS NOTHING TO DO WITH LIMITED LIABILITY COMPANIES, BUT IS ABOUT GAINING KNOWLEDGE OVER YOUR TIME ON EARTH

WHAT IS LIFETIME LEARNING CREDIT

400

PARTNER UP; THIS IS THE NUMBER OF THE FORM YOU NEED TO FILE A PARTNERSHIP RETURN

WHAT IS 1065


400

THIS IS THE OPPOSITE OF A TRADITIONAL RETIREMENT PLAN, WHERE CONTRIBUTIONS ARE AFTER TAX BUT EARNINGS ARE NOT TAXED

WHAT IS A ROTH

400

IF YOU ARE SELF-EMPLOYED, THIS IS HOW YOU CAN CALCULATE THE SPECIAL TAX YOU NEED TO PAY

WHAT IS "SE"

400

GRANITE STATERS CAN REST EASY, BECAUSE NEW HAMPSHIRE ONLY TAXES DIVIDENDS AND THIS

WHAT IS INTEREST

400

THIS CREDIT, OF WHICH 40% IS REFUNDABLE, IS ABOUT PATRIOTIC CHANCES

WHAT IS THE AMERICAN OPPORTUNITY TAX CREDIT


600

IF YOU'RE A CORPORATION (C OR S), YOU NEED TO FILE A FORM WITH THIS NUMBER IN ITS TITLE

WHAT IS 1120

600

IF YOU WITHDRAW FUNDS FROM ONE RETIREMENT PLAN TO CONTRIBUTE TO ANOTHER, YOU'RE DOING THIS (FIDO DOES IT TOO)

WHAT IS ROLLOVER

600

YOU MIGHT NEED SOME PREPARATION FOR THIS: NANNIES, AU PAIRS, AND OTHER HOUSEHOLD EMPLOYEES' EMPLOYERS WILL FILL OUT THIS SCHEDULE

WHAT IS H

600

WASHINGTON STATE ONLY TAXES CERTAIN THESE OVER $250,000 (BUT NOT IF THEY'RE SHORT TERM)

WHAT ARE LONG-TERM CAPITAL GAINS

600

THERE ARE MANY REASONS SOMEONE MIGHT BE DISQUALIFIED FROM AN EDUCATION CREDIT, INCLUDING USING THIS LEAST POPULAR FILING STATUS

WHAT IS MARRIED FILING SEPARATELY

800

IF YOU NEED TO FILE AN INCOME TAX RETURN FOR A TRUST OR ESTATE, SHOULD ADD ONE TO COME UP WITH THIS NUMBERED FORM

WHAT IS 1041

800

IF YOU MEANT TO PUT FUNDS IN A PRETAX ACCOUNT AND PUT THEM IN A POSTTAX ACCOUNT, YOU CAN DO THIS TO CHANGE IT

WHAT IS RECHARACTERIZE

800

KEEP IT SIMPLE SILLY, THIS IS THE SCHEDULE FOR THE EARNED INCOME CREDIT

WHAT IS EIC

800

SOME MUNICIPALITIES (LIKE NYC) ONLY TAX RESIDENTS, BECAUSE THIS KIND OF TAX (LIKE SOMEONE USING LIGHT RAIL) IS PROHIBITED

WHAT IS COMMUTER

800

TO QUALIFY FOR EDUCATION CREDITS, THE IRS WILL SEND YOU FORM 8863 IF YOU DON'T RECIVE THIS TUITION STATEMENT FORM

 WHAT IS 1098-T

1000

THIS FORM (WHICH SHARES ITS NAME WITH A LADY GAGA SONG, A POPULAR TV SHOW, AND AN EMERGENCY PHONE NUMBER) IS USED TO REQUEST ASSISTANCE BY THE TAXPAYER ADVOCATE

WHAT IS 911


1000

THIS RETIREMENT PLAN IS USED BY PUBLIC SCHOOL EMPLOYEES AND CERTAIN 501(C)(3) EMPLOYEES

WHAT IS A 403(B)
1000

DON'T GET A FAILING GRADE AND FORGET THAT THIS IS THE SCHEDULE YOU NEED FOR FARM INCOME

WHAT IS F

1000

EVEN THOUGH IT'S NOT A STATE OR COMMONWEALTH, THIS FEDERAL SUBDIVISION AND CAPITAL DOES HAVE AN INCOME TAX

WHAT IS WASHINGTON, DC

1000

TO RECEIVE AN EDUCATION CREDIT, YOU, YOUR DEPENDENT, OR SPOUSE MUST BE ONE OF THESE AND MUST BE ENROLLED AT AN ELIGIBLE EDUCATIONAL INSTITUTION

WHAT IS AN ELIGIBLE STUDENT