WD.Topic: Tax Exchange Format Change Date: 11/11/1999 File: TXF Version: 036 ____________________________________________________________ TABLE OF CONTENTS BY SECTION HEADINGS I. CONTACTS II. REVISION HISTORY III. W-2 SPOUSE TOKENS IV. CHANGES V. NEW TOKEN SUGGESTIONS VI. QUESTIONS VII. TAX LINE ITEM MAINTENANCE FILE DESCRIPTION A. Description B. Codes and Definitions of Fields VIII. EXAMPLE FILE IX. TABLE FORMAT A. Table Column Header Descriptions X. CATEGORIES I. CONTACTS The following list contains the names and contact people for companies interested in the Tax Exchange Format. The most recent version of this spec can be obtained by contacting Intuit. Company : Intuit Product : TurboTax Contact : Kathy Eusepi : Maintains TXF at Intuit Phone : 619-784-4062 Fax : 619-784-1347 Email : kathy_eusepi@intuit.com Address : 6220 Greenwich Drive San Diego, CA 92122 Company : Intuit Product : Quicken Contact : Jim Mohan Phone : 650-944-3023 Fax : 650-944-2786 Email : jim_mohan@intuit.com Contact : Jeff Langston Phone : 650-944-6678 Fax : 650-944-6766 Email : jeff_langston@intuit.com Address : MS 2525 P.O. Box 7850 Mountain View, CA 94039-7850 Company : Block Financial Corporation Product : Kiplinger TaxCut Contact : Mike Gordon Phone : 617-566-3220 Email : mgordon@taxcut.com Contact : Brenda Hochberg Email : bhochberg@taxcut.com Address : 51 York Terrace Brookline, MA 02146 Company : Meca Software LLC Product : Managing Your Money Contact : Audrey Locorotondo Phone : 203-452-2753 FAX : 203-268-5691 Email : alocorotondo@mecasw.com Address : 115 Corporate Drive Trumbull, CT 06611-1386 Company : Checkfree Corporation Product : Checkfree Contact : Blake Keown Phone : 614-825-3106 Email : BKeown@checkfree.com Address : 8275 N. High Street Columbus, OH 43235 Company : MicroSoft Product : MicroSoft Money Contact : Paul Cutsinger Phone : 425-703-1601 Email : paulc@Microsoft.com Address : 1 MicroSoft Way Redmond, WA 98052-6339 Company : PowerLine Product : Priority One Contact : Byron Zaner Phone : 713-780-2826 Email : P1software@aol.com Address : 9009 Richmond Ave Houston, TX 77063 old* 11140 Westheimer Suite 300 old* Houston, TX 77042 Company : Universal Tax Systems Product : TaxWise Contact : Steve Safigan Phone : 706-232-7757 Email : safigan@universalsystems.com Address : 215 Broad Street Rome GA 30161 Company : Computer Associates Product : CA-Simply Money Contact : Dave Lenhert Phone : 619-625-6936 Email : 72203.3035@compuserve.com Address : 10505 Sorrento Valley Road San Diego, CA 92121 Company : Computer Associates Product : CA-Simply Tax Contact : Dan Kruchevski Phone : 708-864-2673 Address : 800 Custer Ave. #3E Evanston, IL 60202 Contact : Mike Ross Phone : 305-491-3011 Address : 5900 N. Andrews Ave #420 Ft. Lauderdale, FL 33309 Company : Charles Schwab Co., Inc. Contact : Debbie Naganuma Phone : 415-636-0305 Email : debbie.naganuma@schwab.com Address : 101 Montgomery Street San Francisco, CA 94104 Company : Software Partners Inc. Contact : Razi Mohiuddin : VP Engineering Phone : 415-857-1110 Fax : 415-857-1414 Email : razi@ambia.com Address : 2013 Landings Drive Mountain View, CA 94043-0816 Company : RAM Software Product : RAM-1040 Contact : Tim Valdez Phone : 503-476-0096 Fax : 503-476-1433 Address : P.O. Box 1550 Grants Pass, OR 97526 Company : Pencil Pushers Tax Software Product : Pencil Pushers Contact : Ron Minerd : Group Manager Phone : 617-273-4556 Fax : 617-273-0575 Address : 3 NEEP Burlington, MA 01803 Company : Financial Navigator Int'l Product : Financial Navigator Contact : John Van Deman : President Phone : 415-962-0300 Email : JVanDeman@finnav.com Address : 254 Polaris Ave. Mountain View, CA 94043 Company : Reality Technologies, Inc. Product : WealthBuilder; SmartInvestor Contact : Doug Alexander : Editor in Chief Phone : 215-277-7600 X102 Address : 2200 Renaissance Blvd. King of Prussia, PA 19406 Company : Peachtree Software Contact : Kay Rozea Phone : 404-564-5735 Fax : 404-564-5880 Contact : Nick Maestas Phone : 505-827-2615 Address : 1506 Pavilion Place Norcross, GA 30093 Company : Price Waterhouse Contact : Greg Hinton Phone : 312-368-7530 Address : 55 E. Monroe Chicago, IL 60603 Company : Arthur Andersen Contact : Larry Richards Phone : 727-341-2483 Email : larry.d.richards@us.arthurandersen.com : Address : 101 Arthur Andersen Pkwy Sarasota, FL 34232 Company : Cogent Technologies Product : Workpapers Plus Contact : Ed Wielage Phone : 717-283-2257 Address : 375 Pierce Street Kingston, PA 18704 Company : Cougar Mountain Software Contact : Bob Gossett : President Phone : Address : 2609 Kootenai Boise, ID 83707 Company : Financial Microsystems, Inc. Contact : Fred Martin : President Contact : Roger Hammons Phone : Address : 3000 Langford Rd. Suite 2500 Norcross, GA 30071 Company : McGladrey & Pullen Contact : Terese Waters Phone : Address : 3600 W. 80th Street, Suite 500 Bloomington, MN 55431 Company : One Stop Computing Contact : Frank Fusco Phone : 305-563-6004 Address : 2455 E. Sunrise Blvd, Suite 309 Ft. Lauderdale, FL 33304 Company : Professional Design Systems, Inc. Contact : John Pellman Phone : 800-628-9802 Address : 1975 Linden Blvd. Elmont, NY 11003-4004 Company : Real World Corp. Contact : Mary Lou Dewyngaert : VP, Marketing Phone : Address : 2828 Loudon Rd. Concord, NH 03302 Company : State of the Art, Inc. Contact : George Riviere Phone : Address : 56 Technology Irvine, CA 92718 Company : Timberline Software Contact : Keith Rieders Phone : Address : 9600 SW Nimbus Beaverton, OR 97005 Company : Altschuler Melvoin & Glasser Contact : Kevin Strong Phone : 312-915-1071 Email : KStrong@AMGNet.com Address : 900 N. Michigan Chicago, IL 60611 Company : Boardroom Accounting Software Product : Boardroom Accounting Contact : Jim Jacobs : Programmer Phone : 804-721-3900 Address : 1488 Sandbridge Road Virginia Beach, VA 23456-4024 Company : Brazier & Welch Contact : Bill Welch Phone : 212-272-6520 Address : 6 Larkspur Lane Norwalk, CT 06850 Company : Chicago Soft Works Contact : Carlos Torres Phone : Address : 4050 West North Ave. Suite 200 Chicago, IL 60639 Company : HMS Companies Contact : Dick Sexton Phone : 713-445-1120 Address : 507 N. Sam Houston Pkwy E. Houston, TX 77060-0000 Company : PC Software Accounting Contact : Dan Cobb Phone : 602-717-1531 Address : 153 S. Lynx Creek Road Prescott, AZ 86303 Company : Phillips Electronics Contact : Rob Westridge Phone : 212-850-5198 Fax : 212-850-7365 Address : 100 East 42nd Street New York City, NY 10017 Company : RDS Software, Inc. Product : Boldline Finance Contact : Richard A. Stitt : President Phone : 803-681-7813 Address : 35 Fallen Arrow Drive Hilton Head Island, SC 29926 Company : Solutions Unlimited Contact : Alan Shrater Phone : 303-368-8442 Fax : 303-755-0865 Email : alans_solutions@msn.com Address : 3140 K South Peoria St. #268 Aurora, CO 80014 Company : Farallon Communications, Inc. Contact : Sam Roberts : Distinguished Engineer Phone : 510-814-5215 Fax : 510-814-5024 Email : sroberts@farallon.com Address : 2470 Mariner Square Loop Alameda, CA 94501-1010 Company : Datafaction Contact : Jeffrey Hansen Phone : Address : 5700 Hannum Suite 250 Culver City, CA 90230 Company : SDI Product : Origination Station Contact : David Smith Phone : 808-799-1217 X210 *4/16/99 disconnected email : Address : 5211 Broadway Hwy, Suite 90 Lubbock, TX 79407 Company : Microrim Product : In the Black Contact : Dan Vallejo Phone : 206-649-2550 Address : 15395 SE 30th Place Bellevue, WA 98007 Company : SHL Systemhouse Contact : Joe Hilger Phone : 508-229-4870 Fax : 508-481-8996 Address : 313 Boston Coast Rd. W. Marlboro, MA 01752-4612 Company : Tax Track Inc. Contact : Jerry Johnston Phone : 512-855-4008 Address : P.O. Box 270126 Corpus Christi, TX 78427 Company : AJV Computerized Data Management Product : Tax Simple Contact : Jay Edley: Manager, Tax Services Phone : 201-989-8955 Fax : 201-366-5877 Address : 3155 Route 10, Suite 114 Denville, New Jersey 07834 Company : Axcent Software Product : Contact : Kendall Johnson Phone : 602-838-3030 Address : 4635 S. Lakeshore Tempe, AZ 85282 E-Mail : axcenthelp@uswest.net Company : Spinoza Limited Product : unnamed (Visual Basic Tool) Contact : Scott Wyant Phone : 310-231-9770 Fax : 310-231-9773 email : 71461.2021@compuserve.com Address : 11333 Iowa Ave., 1st floor West Los Angeles, CA 90025 Company : Ernst & Young Product : Contact : Pattie Lange Phone : 301-571-3536 Email : pattie.lange@ey.com Address : 6550 Rock Spring Drive, Suite 400 Bethesda, MD 20817 Company : Audisys Software Product : TAXi Contact : Ed Hall Phone : 503-644-3313 Email : ENHall@AudisysCorp.com Compuserve: 76423,2106 Address : 12505 NW Cornell Road Portland, OR 97229 Company : Vertical Solutions Product : Easy-Farm Contact : George Phone : 800-396-3279 Fax : 701-839-4495 Email : vertical@minot.com Address : 203 11th Avenue SW Minot, North Dakota 58701 Company : Computer Language Research Product : Fasttax Contact : Patrick Crook Phone : 800-Fasttax x7420 Contact : Cindy Ledesma Phone : 800-Fasttax x7065 Address : 2395 Midway Road Carrollton, Texas 75006 Company : Jeff Gilbert Product : In development Contact : Jeff Gilbert Phone : 512-873-1582 Email : JGilbert@eden.com Address : 11005 Floral Park #1902 Austin, Texas 78759 Company : CCH Inc. Product : ProSystems fx Contact : Rebecca Harris Phone : 316-651-8918 FAX : 316-651-8801 Email : Rebecca_Harris@cch.com Address : 555 North Woodland, Bldg 4 Wichita, Kansas 67208 Contact : Paul Challice: Systems Analyst Phone : 310-543-4127 FAX : 310-543-3668 Email : Paul_Challice@CCH.com Address : 21250 Hawthorne MS35D Torrance, CA 90503 Company : Prodata Product : MJA Accounting for Windows Contact : Thomas P. Haney : President Phone : 505-294-1530 Fax : 505-298-3757 Email : thaney@prodata-nm.com Address : 12101 Menaul Blvd NE Albuquerque, NM 87122-2403 Company : SmartTax Limited Product : SmartTax Contact : Peter Horsburgh Phone : +61-3-9596-7699 Compuserve: 100015,3201 Email : Peter_Horsburgh@msn.com Address : 600 Hawthorn Road East Brighton. 3187. Victoria, Australia Company : Eagle Works Product : Easy Money Contact : Charles Duncan : CEO/CTO Phone : 508-952-6216 FAX : 508-952-6216 Email : cduncan@tiac.net Address : 7 Nagog Hill Road Littleton, MA 01460-2222 Company : Fidelity Investments Product : In development Contact : Ted Fligor : Senior Marketing Manager Phone : 617-563-1903 FAX : 617-476-5859 Email : ted.fligor@fmr.com Contact : Chris Warren Email : christopher.warren@fmr.com Phone : (617) 563-4320 Contact : Mark L. Moore Email : mark.l.moore@fmr.com. Address : 82 Devonshire Street, MS R20E Boston, MA 02109 Company: Fidelity Investments Product: TLA - Tax Lot Accounting Contact: Bill Miller Phone: (617) 563-4196 Email: Bill.Miller@fmr.com Contact: Tim Gagne Phone: (617) 563-8834 Email: Tim.Gagne@fmr.com Address: 82 Devonshire Street, Mailzone V11D Boston, MA 02109 Company : Kask Software Product : Childcare Professional Farm Professional Contact : Steven T. Cameron Phone : 701-838-2582 FAX : Email : kask@minot.ndak.net Address : P.O. Box 1143 Minot, ND 58702-1143 Company : Specialty SoftwareWorks, Ltd Product : Custom financial nicheware Contact : Stan Michael, Lead Tech Email : StanMichael@juno.com 104477.633@compuserve.com Phone : 719-598-5580 FAX : 719-264-6683 (by prearrangement) Address : 7350 Taos Drive Colorado Springs, CO 80920 Company : Which? Software Product : TaxCalc Contact : Adrian Shallicker : Project Lead Email : adi@which.net Address : 2 Marylebone Road London, England NW1 4DF Company : E*Trade Group, Inc. Product : Contact : Tom Wagenbrenner:Senior Product Mgr Email : twagenbrenner@etrade.com Phone : 650-842-8769 Email : mrose@etrade.com. [Mark Rose] Email : dgreen@etrade.com [David Green] Company : MultiWare Inc Product : Contact : Robert Walraven Email : walraven@multiwareinc.com Phone : 530-756-3291 ____________________________________________________ II. REVISION HISTORY 11/11/1999 036 KEusepi (Intuit) Due to overwhelming vendor request, added new taxref for the following: Token 673 - SchD: Short/Long gain or loss. This was requested by vendors for the situation where the date acquired may not be available, so the type of gain/loss (short or long) can not be determined. Added token 672 (Qualified State Tuition) to the 1099-G Updated the Example section (VIII) to use version 036, and to show how to use the new SchD token. Updated the contact list 9/26/1999 035 Kathy Eusepi (Intuit) Changed date format to mm/dd/yyyy. This will effect the following: . the export date in the TXF header . the dates in record format 4, 5 and 6 . the date in the 'X' detail line Updated the vendor list Added new tokens for 1099Div and 1099Int 1099OID, 1099R Updated the tax form lime numbers for 1999 8/01/1998 034 Kathy Eusepi (Intuit) Added new tokens for education credits Form 8863 is not in yet. Place holders for 637,638,639 7/07/1998 034 Kathy Eusepi (Intuit) Updated the tax form line numbers for 1998 Changed line numbers for 268;521;323;402;421;424; Added new tokens: 636 - Student loan interest (1040:L24) 10/17/97 034 Georgia Taft (Intuit) Removed AlleyCat Software from Contacts Updated Contacts with email addresses 9/23/97 033 Georgia Taft (Intuit) Corrected phone numbers of some contacts Updated Section VIII, Example File 9/09/97 032 Georgia Taft (Intuit) Added Form 1099-G, Certain Government Payments Moved tokens #260, #479, #605, #606 to Form 1099-G to accommodate multiple payers 8/20/97 031 Georgia Taft (Intuit) Added five companies to Contacts section Removed Parsons from Contacts section; contact is now Intuit Added tokens: Form 1040: #605-#614 Schedule B: #615-#616 Form 8839 Adoption Credit (new form): #617-#622 Form 1099-R: #623-#628 Form 1099-MSA Medical Savings Account Distributions (new form) #629-#633 9/15/96 030 Georgia Taft (Intuit) Per notation in version 027 (last year) under Section IV. Changes, token #459, Spouse for W-2 has been removed Section IV. Changes - see note re: parsing of 'X' field in detail records Corrected copy code for Schedule H tokens to 'N' Added 'spouse' to description of token #546 Corrected duplication of token #562 Removed token #566, Spouse, for Schedule H Added to I. Contacts 8/13/96 029 Georgia Taft (Intuit) Section IV. Changes - see note re: Spouse tokens for W-2 Section X. Categories: Added tokens #603 and #604 for Payer to Form 1099-R Corrected token #302 sorting code to 'C' 6/28/96 028 Georgia Taft (Intuit) Section I. Contacts: updated/corrected contact names Section X. Categories: Corrected the sign to 'S' for tokens 292, 447, 459, 474, 498, 504, 514, 515, 525, 526 Updated tax form line numbers for 1995 forms Removed the word 'gambling' from token 259 Added Form W-2G, tokens 547-552 Moved token 267 from Form 1040 to Form W-2 Added new token 546 for Spouse moving exp. reimbursement to Form W-2, spouse Added Form 1099-MISC, tokens 553-564 Added Schedule H, tokens 565-568 Added Form 4835, tokens 569-602 8/16/95 027 Georgia Taft (Intuit) Corrected/added contact names. 8/10/95 026 Georgia Taft (Intuit) Added token #545 "Home mortgage int. (no 1098)" to Schedule A Edited description of token #544 to "Home mortgage int. (1098)" 7/26/95 025 Georgia Taft (Intuit) Updated Contact names Updated Tax Form line numbers with 1994 references Updated VIII. Example File; added Schedule D example Removed tokens for Form 3903, Moving Expenses: #404, #405, #408-411 Added tokens for Form 8829, Home Office Expenses: #536 Form 8829 #537 Deductible mortgage interest #538 Real estate taxes #539 Insurance #540 Repairs and maintenance #541 Utilities #542 Other expenses Added token #543 for Schedule F, Car and truck expense Added token #544 for Schedule A, Local taxes; removed word 'local' from token #275 Corrected token #277; record format 3, not 1 Corrected token #515; record format 0, not 1 Section IV. Changes - added notation Section V. New Token Suggestions - added notation Section VI. Questions - answered questions and added question regarding International numbers 8/10/94 024 Georgia Taft (Intuit) Added names of companies using TXF Edited new 1099R tokens to identify type of income to which the withholding is associated: Form 1099R: #529 Pension federal withholding #530 Pension state withholding #531 Pension local withholding Added new 1099R tokens for withholding for IRA's: #532 IRA federal withholding #533 IRA state withholding #534 IRA local withholding Added new token for new line on 1994 Schedule A: #535 Personal property taxes Edited description of token #445 Wanted to update the examples and include examples of capital gain record format, but ran out of time. Will place on enhancement list for next version. 7/22/94 023 Georgia Taft (Intuit) Assigned each Section a Roman numeral Added Table of Contents, by Section heading Delimited end of file with Section VII, A. Description added adviso that set of common fields are in recommended order added new Record Format 6 to be used for estimated tax payments NOTE: if using new Record Format 6, use corresponding new token numbers #521 fed est. tax, qrtrly; #522 state est. tax, qrtrly bumped number of record formats to 7 advised record format 1 'amount' placed before 'X' detail line Section VII, B. Codes and Definitions of Fields corrected heading of 'P' Detail to 'X' Detail corrected heading of 'X' Description to 'P' Description. Also removed reference to this line being valid only for multi-line items. added description for "D" Date Paid, for new Record Format 6 Section IX, A. Table Column Header Descriptions: removed reference to '(type 4)' Section X, Categories last refnum used = 531 updated line references to 1993 tax forms tokens removed: Schedule C: 295 Cost of goods sold Schedule D: 322 ST gain/loss - other 324 LT gain/loss - other NOTE: moving expense tokens not removed at this time tokens added: Form 1040: 516 Keogh Deduction, Spouse 517 SEP Deduction 518 SEP Deduction, Spouse 519 RR Retirement income 520 RR Retirement inc, Spouse 521 Fed est. tax, qrtrly Schedule A: 522 State est. tax, qrtrly 523 Misc. (not subject to 2%) Schedule B: 524 Seller financed mtge int. Form 2119: 525 Spouse Form 3903: 526 Spouse Schedule K-1: 527 Royalties 528 Tax-exempt interest Form 1099R: 529 Federal Withholding 530 State Withholding 531 Local Withholding edited tokens: 319 changed "Description" to "Principal Business/Prof" 501 changed "Description" to "Principal Business/Prof" 355 changed "Vet fees and medicine" to "Vet, breeding, and medicine" 368 changed "Sales of livestock raised" to "Sales livestock/crops raised" 379 changed "Principal Business/Prof" to "Principal Product" 445, 475, 476, 477, 478 changed 'FRM' from a '3' to a '1' all Form 2119 tokens changed to multiple copy all Form 3903 tokens changed to multiple copy all Form 4684 tokens changed to multiple copy NOTE: The TXF file generated by future versions of Quicken (Dos 8, Mac 5,Win 4)will follow the spec for the location of 'sales net' "cost basis" in Record Format 4 for capital gains. However, previous version did have the locations of these fields reversed and must be taken into consideration when imported by tax preparation software. 8/10/93 022 Georgia Taft(ChipSoft) Added Pencil Pushers to list of TXF users. 8/9/93 021 Wendell Smith (LKS) fix to layout in table at end and replaced tab's with spaces in this file. 7/30/93 020 Georgia Taft(ChipSoft) Added, deleted, updated company contacts. Updated federal form line references for 1992 forms. Edited: RNum 290 changed to multiple copy RNum 302 changed to Record Format 3 RNum 321-324 modified category name RNum 321-324 'Sgn' has been changed to 'I' RNum 340 deleted (no longer on Sch E) RNum 380-391 changed to multiple copy RNum 412-417 changed to single copy RNum 418-424 changed to single copy RNum 425 changed to single copy RNum 437-440 changed to multiple copy Added: RNum 514 Spouse designation for Schedule F RNum 515 Spouse designation for Form 8606 NOTE: Intuit's Quicken products will continue to reverse the Record Format 4 for capital gains this year - the 'sales net' precedes the 'cost basis'. All other users of the TXF have indicated theywill follow the Format 4 that is included in this spec (the 'cost basis' precedes the 'sales net'). 6/3/93 019 Wendell Smith Reviewed and integrated new tokens entered by Georgia Taft. New tokens are #482 - #513 and mostly are for new fields. THE MAJOR EXCEPTION is new fields for W2-Spouse!!! see a note below the revision history as to how these must be used. THIS SET OF TOKENS IS TO BE VIEWED AS THE 1993 SET The expectation is that we will NOT make major changes as of this version. 6/2/93 018 Georgia Taft Updated ChipSoft contact people. Modified spec to add 32 new tokens. Removed #354 Breeding Fees, no longer a separate line on Sch F (now included in Veterinary and medicine, line 33). Requesting that reference numbers 1000 and above be reserved for international use. 4/1/93 017 Wendell Smith 2/1/93 016 Wendell Smith Update line numbers for 1992 forms - no spec changes Some of the line numbers still refer to 1990 -- I ran out of time and passed this file back to Alex before finishing the update... next time. 11/6/92 015 Wendell Smith New Tokens being considered: Support for Cap Gains in Dividends Purchases on Sched C Tokens to remove: 340 : Schedule E has changed. 8/9/92 014 Wendell Smith added note about the meaning of "default" for fields 4/23/92 013 Wendell Smith Modified some of the contact names and phone numbers. - Clarified various areas of the spec. (no changes to spec) - Removed W2-P categories. This form was not used in 1991. For future reference categories removed will be moved to a section at the end of the document. - Modified spec for Sched D items (format 4) the spec was in error, the first amount should be the cost and the second the sale price. - Removed EFN column in the table. If we need this later we can add it in, currently it was not filled in and was unused. - The line number references in the table must be updated to 1991. 9/16/91 011 Craig Carlson Added Rod Costler from Checkfree Corp. Also merged in file that describes line items so that they all are together in a nice, neat package. 9/8/91 010 Wendell Smith (lks) 480 Added new category for W2 "Medicare Tax Withholding" 462 "FICA" changed to "Soc Sec Tax Withholding" 262 changed to "IRA Contribution Self" NOTE: this is the total not the deductible portion. 481 "IRA Contribution Spouse" 263 "Keogh Payments" -> "Keogh Deduction" 8/29/91 009 Wendell Smith (lks) Modification to category names 419 "LT dep. loss - business" 420 "LT dep. gain - business" 422 "LT dep. loss - res. rent." 423 "LT dep. gain - res. rent." Removal of categories 278 "Credit card interest" 279 "Other personal interest" 6/24/91 008 Craig Carlson (intuit) Added contact names. 6/19/91 007 Wendell Smith (lks) Merged in changed from Jim and started RefNum at 256 as per discussion with Craig. Also merged in modifications to Types 6/19/91 006 Jim Calvin (lks) Reviewed. Changed Pension/IRA income categories. Changed Form 4797 categories. Sched F description. Form 6252 Gross Profit Percentage. Form 8815, deleted line 6 (goes to an IRS worksheet or TaxCut worksheet, not line 6). 6/18/91 005 Wendell Smith (lks) Modified format to match spec dated 5/28 from Intuit Added two new formats, 4 and 5 and commented on spec from 5/28 ____________________________________________________________ III. W2-SPOUSE tokens 6/3/93 A set of tokens for W2-Spouse have been added to support Quicken products. The tokens were added to avoid the need to use the "spouse" token for W2's. It is critical that the copy numbers be managed correctly with these new tokens as the copy number passed with the refnum will NOT be the copy number of the W-2 in the tax program. The copy number with the W2-Spouse tokens must be kept separate from the copy numbers for the W2-Self tokens. SO if there were 3 w2-spouse copies and 2 w2-self copies the resulting tax return will have 5 copies but the copy numbers may be mixed so the matchup might look like: Finance Program Tax Program w2-spouse (1) -> w2 (1) w2-self (1) -> w2 (2) w2-spouse (2) -> w2 (3) w2-spouse (3) -> w2 (4) w2-self (2) -> w2 (5) ____________________________________________________________ IV. CHANGES 11/11/1999 - Added a new token (673) to SchD for Short/Long term gain or loss. This token can be used when you can not accurately determine whether the gain/loss from a sale is short or long term. Note: As is the case with any token in this TXF spec, you may want to verify that the software you are creating the TXF file for supports this token. 6/26/1999 - Changed all date formats to mm/dd/yyyy 9/10/96 - 'X' detail line proposal: Some financial programs export detail information in the 'X' line of a detail (TD) record format. To facilitate parsing this information, for those tax programs who wish to import all or some of the string, it is recommended that a standard columnar separation be followed: X identifier 1 char Position 0:0 Date 8 chars Position 1:8 Account 30 chars Position 10:39 Check Number 6 chars Position 41:46 Payee 40 chars Position 48:87 Memo 40 chars Position 89:128 Category 15 chars Position 130:144 The upcoming versions of Quicken Win 6.0 and Quicken Mac 7.0 will follow these guidelines to test the feasibility of this columnar separation. Please contact Georgia Taft @ Intuit with your suggestions, comments, and/or objections to this proposed standard. 8/13/96 - Since we have implemented a separate set of W-2 tokens strictly for the spouse, token #459 will be removed in the next version of the spec (summer 1997). Please contact Georgia Taft @ Intuit if you are using the spouse token #459. 2/1/93 - Perhaps we should modify the spec to indicate that the purchase amount for cap gains should be reported as positive (This is how quicken and MYM are currently set up.) 7/26/95(GT) - spec was never updated with this information, but appears industry has followed. Should we revise the spec to have purchase amount after selling amount? this is how quicken is currently setup. (MYM9 has reversed this) 7/26/95(GT) - In 1994, Quicken reversed output to follow the spec. ____________________________________________________________ V. NEW TOKENS 11/07/92 - tokens for Keogh Self/Spouse (replace single keogh token) 7/26/95 - these tokens added to version 024 ____________________________________________________________ VI. QUESTIONS What should the "sort" category for the Schedule D items be? The Tax forms require each transaction (sale) to be reported as a separate item. This is also true for form 4797. 7/26/95(GT) - this question must have been posed when the spec was being written. There is no special sorting for Schedule D. Should the "type" for items such as SchedE "Other expenses" be "2"? 7/26/95(GT) - Other expenses are usually record format 3; the type is either S or D for Type Detail or Type Summary. 7/26/95 We originally set aside token numbers 1000 and above for International use. There is some concern that we could run out of available numbers for U.S. programs. Has anyone begun using the 1000 and above refnums for International? Does anyone have a problem with increasing these to 2000 and above? ____________________________________________________________ VII. TAX LINE ITEM MAINTENANCE FILE DESCRIPTION. A. Description This file is used for maintenance of the tax items available to accounting software for export to tax preparation software. Intuit will maintain this file and make it available to all interested parties (accounting and tax software providers), but the tax software companies are to provide updates to the information as it becomes available to them. The file will be maintained as an ascii file with no tabs. The "Tax Export Format" specifies the format of a file containing records of tax data where each record defines the critical information required by the tax products to process the record. The record format is defined as an ascii file where each record is separated by a marker line which has one character "^". Each field in the exchange record is a separate line with a single character at start of the line defining the field in the record the line is referring to. For each type of record there are two flavors. The first and most important is the summary record. Each tax item should have one summary record for each line on the tax form. Preceding a summary record, there may be one or many detail records that provide supporting detail for the summary record. In all cases these detail record may be safely ignored by the tax software. However, they may be useful as supporting information. There will be a header at the top of the file with several items to help synchronize this file with tax programs. All Tax Exchange Files should have a header which defines what version of this spec was used as well as what program was used to create the import file. The fields for the Header of the file are: V version A accounting program name/version D export date For each exchange record there are a set of common fields. This is the recommended order: T type N refnum C copy L line X detail There are 7 record formats, labeled 0 through 6 with various additional fields. The fields for these record formats are: Record Format 0 Note: used for boolean records such as "spouse" indicator Record Format 1 (placed before the 'X' detail line in the record) $ amount Record Format 2 P Text value Note: String value used for "description" fields such as Sched C Line A Record Format 3 $ amount P description Note: used for fields such as interest where bank name/account# and $ amount required. Record Format 4 P security D date acquired D date sold $ cost basis $ sales net (net of commission) Record Format 5 P security D date acquired D date sold $ cost basis $ sales net $ Depreciation Allowed Record Format 6 D date paid $ amount paid P state initials Note: used for quarterly federal and state estimated tax payments; state initials ignored for federal estimates. B. Codes and Definition of Fields "V" Version Indicates which version of the tax line item maintenance file was used to export this file. The current number can be found at the top of this file. "A" Accounting Program Name/Version Indicates which program (including version) exported this file. "D" Export Date Date on which this file was exported. "T" Type Either S for summary or D for detail. Default value is S. "N" Refnum The tax category refnum for this item. There is not default value (it must be supplied). This refnum should come from the tax line item maintenance file. "C" Copy Integer between 1 and 255. Default value is 1. This is the copy number for multi-copy forms (such as Schedule C.) If there is only one copy, the value should be 1. "L" Line A positive integer. The default value is 1. This is the line number for multi-line items, such as interest income on Schedule B. If there is only one line item, this number should be 1. "X" Detail Extra text that can be used by the tax software, if desired. The initial intent of this field is for use in a supporting statement. "$" Amount This is the dollar amount for the item. Income, gains, and money received are positive numbers. Expenses, losses, and money spent (including tax payments) are negative numbers. "P" Description A string describing this particular line. This is the value that is different and describes the line and therefore should appear on the line on the tax form. "P" Security Name of security for schedule D. "D" Date Acquired Acquisition date. It should be in the form MM/DD/YYYY. "D" Date Sold Sale date. It should be in the form MM/DD/YYYY. "D" Date Paid Payment date. It should be in the form MM/DD/YYYY. Default means that a line does not need to be supplied not that if the field is supplied with no value the "default" will be used. So if NO "C" field is supplied then the default of Copy 1 is to be used. ____________________________________________________________ VIII. EXAMPLE FILES EXAMPLE 1: 1. The user has a Quicken category called donations. They set the tax item for this category to "Schedule A:Cash Charity Contributions". 2. They apply "Schedule B:Interest income" to their category called Interest Earned. 3. They have expense categories called Ads:Magazine and Ads:TV. They apply the tax item "Schedule C:Advertising" to both of these categories. For example given the following entries a sample export file is included. Schedule A; Charitable Contributions $625.00 Schedule B; Interest Income Checking $120.00 Savings $220.00 Schedule C; Advertising Ads:Magazine $568.00 Ads:TV $100.00 ------ < start of file > ------- V035 AQuicken 99 for Windows R1 D 8/20/1999 ^ TD N280 C1 L1 $-500.00 X 2/20/1999 Our Checking 1011 United Way ^ TD N280 C1 L1 $-125.00 X 2/24/1999 Our Checking 1012 Red Cross ^ TS N280 C1 L1 $-625.00 ^ TD N287 C1 L1 $90.00 X 3/24/1999 Our Checking DEP Interest earned ^ TD N287 C1 L1 $30.00 X 4/24/1999 Our Checking DEP Interest earned ^ TS N287 C1 L1 $120.00 POur Checking ^ TD N287 C1 L2 $120.00 X 1/28/1999 Savings 1 DEP Interest earned ^ TD N287 C1 L2 $100.00 X 1/30/1999 Savings 1 DEP Interest earned ^ TS N287 C1 L2 $220.00 PSavings 1 ^ TD N304 C1 L1 $-568.00 X 7/12/1999 Our Checking 1056 Newsweek ^ TD N304 C1 L1 $-100.00 X 8/7/1999 Our Checking 1060 CBS Airtime ^ TS N304 C1 L1 $-668.00 ^ ------ < end of file > ------- EXAMPLE 2: SCHEDULE D, CAPITAL GAINS AND LOSSES ** You must use record format 4 for Schedule D transactions. It is imperative that you follow the format exactly so that the data gets mapped correctly. If you do not have the Date Acquired and/or the Cost Basis for the transaction, you still need to follow the record format 4. If you can not correctly determine whether the gain/loss is short term or long term, then use token 673. See Example 2A below. V035 AQuicken 99 for Windows R1 D 9/27/1999 ^ TD N321 C1 L1 P200 Reebok D1/5/1998 D1/1/1999 $4,000.00 $2,000.00 ^ TD N321 C1 L1 P50 Rubrmd D12/10/1998 D12/8/1999 $11,500.00 $10,000.00 ^ TD N323 C1 L1 P400 WalMart D10/5/1993 D10/5/1999 $4,000.00 $1,200.00 ^ TD N323 C1 L1 P120 Texaco D10/15/1997 D12/5/1999 $2,000.00 $4,900.00 ^ TD N323 C1 L1 P201 Maytag D7/1/1990 D10/5/1999 $4,000.00 $6,000.00 ^ TD N323 C1 L1 P1,000 Nike D7/5/1993 D10/5/1999 $1,000.00 $5,000.00 ^ TD N323 C1 L1 P105 GnMill D10/15/1991 D6/5/1999 $1,000.00 $190.00 ^ TD N323 C1 L1 P40 PepsiCo D12/20/1991 D11/11/1999 $400.00 $760.00 ^ TD N323 C1 L1 P225 Cytec D1/5/1990 D10/5/1999 $20.00 $400.00 ^ Example 2A: Schedule D, Capital Gains or Loss Reporting Schedule D when you do not have the date acquired and cost basis information. Use record format four, but leave the line blank. If you are not sure whether the gain/loss is short term or long term, then use the taxref 673. V036 AYour software D 11/28/1999 ^ TD N673 C1 L1 P200 Reebok D D1/1/1999 $ $2,000.00 ^ ^ TD N673 C1 L1 P225 Cytec D D10/5/1999 $ $400.00 ^ ____________________________________________________________ IX. TABLE FORMAT To mark the start/end of the table the strings "^ START OF TABLE" and "^ END OF TABLE" are used. This is to permit developers to use this file to define the current set of categories. To permit both accounting packages and tax packages to recognize as needed categories which are no longer supported after the end of the current category table there is a section marked with "^ START OLD CATEGORY" and "^ END OLD CATEGORY" If the layout of the table needs to change then any changes MUST be noted so that programs using this file as input can be modified. The current data columns and lengths are as follows: Note that the start count is 1 based. Id Start Width Description -------------------------------- L 1 1 Layer RNum 3 4 RefNum Name 8 30 Name of category (really only 28 chars + two " marks) Cpy 39 1 Copy number Srt 47 1 Sort type Sgn xx x Sign of expected value Frm 51 1 Format type Line 64 15 Year:Form:Line The "RNum" 00 is used to break between forms, and make this table more readable. When a field has not been set then the character "-" is used to fill the place. ______________________________________________________________________ A. Table Column Header Descriptions: "L" - Level Of Indent. Valid values are 0-2. 0 represents a form or schedule name. 1 represents a section on a form, and 2 is an actual line that can be filled in. Only refnums for level 2 items should be exported to tax software in the export file. "RNum" - Refnum Unique identifier for this tax line. Valid values are 1-999. This value may not be reused in other years to mean different items. "Name" - Name of category The name the user will see when referring to this tax line item. This field must be 30 characters or less in length, and must be enclosed in quotes. The name of the form and section should not be included in this name as it is implied by the items with a lower indention level above. "Cpy" - Copy Valid values are Y and N. If Y, multiple copies of this tax item are allowed. This is useful for schedules which may be submitted with many copies (like Schedule C). "Srt" - Sort Valid values are N, A, C and P. N indicates no sorting or subtotaling within the tax line is necessary. A indicates that the items within the tax line should be sorted and subtotaled by the asset or liability associated with the transaction (the Quicken account). C indicates a sorting and subtotaling by the income or expense associated with the transaction (the Quicken category). P indicates sorting and subtotaling by the name associated with the transaction (the Quicken payee). "Sgn" - Sign Valid values are I, E, B and S. I indicates this is an income line and that the normal sign for an exported value for this tax line item is '+'. E indicates this is an expense line and the normal sign is '-'. B indicates either + or - is expected, and 'S' indicates a string value. "Frm" - Record Format Valid values are 0-6. See format descriptions in Section VII for more info. "Line" - IRS line location The line indicates which year, schedule and line number on the schedule this tax item represents. It is provided to uniquely describe the line number for the tax software companies and to indicate the last year this item was used or updated. More than one category can go to the same line on the tax form. In many cases a tax program may present a worksheet with each item listed or the items can be just totaled into the line specified. ____________________________________________________________ X. CATEGORIES LAST REFNUM = 673 When adding new categories you must update the Last Refnum so we can always use a new number for new categories. The lines of numbers below specify the layout of the table. The first two lines are used to locate the start locations of a field and the third to see the length of each field. 1 2 3 4 5 6 7 12345678901234567890123456789012345678901234567890123456789012345678901234567 1 1234 123456789012345678901234567890 1 1 1 1 123456789012345 L RNum Name Cpy Srt Sgn Frm Line ----------------------------------------------------------------------------- ^ START OF TABLE 0 00 "" - - - - - 0 256 "Form 1040" N N I 1 1999:1040 2 257 "Other income-misc." N N I 1 1999:1040:21 2 258 "Sick pay or disab. pay" N N I 1 1999:1040:7 2 259 "Prizes, awards" N N I 1 1999:1040:21 2 261 "Alimony received" N N I 1 1999:1040:11 2 262 "IRA contribution self" N N E 1 1999:1040:23 2 481 "IRA contribution spouse" N N E 1 1999:1040:23 2 482 "IRA contrib,non-work spouse" N N E 1 1999:1040:23 2 607 "Med savings contrib, self" N N E 1 1999:1040:25 2 608 "Med savings contrib, spouse" N N E 1 1999:1040:25 2 609 "SIMPLE contrib, self" N N E 1 1999:1040:29 2 610 "SIMPLE contrib, spouse" N N E 1 1999:1040:29 2 263 "Keogh deduction" N N E 1 1999:1040:29 2 516 "Keogh deduction, spouse" N N E 1 1999:1040:29 2 517 "SEP deduction" N N E 1 1999:1040:29 2 518 "SEP deduction, spouse" N N E 1 1999:1040:29 2 264 "Alimony paid" N N E 1 1999:1040:31a 2 265 "Early withd penalty" N N E 1 1999:1040:30 2 266 "Soc. Sec. income" N N I 1 1999:1040:20a 2 611 "Fed tax w/h, Soc. Sec. inc." N N E 1 1999:1040:57 2 483 "Soc. Sec. income, spouse" N N I 1 1999:1040:20a 2 612 "Fed tax w/h,Soc. Sec.,spouse" N N E 1 1999:1040:57 2 519 "RR retirement income" N N I 1 1999:1040:20a 2 613 "Fed tax w/h, RR retire inc." N N E 1 1999:1040:57 2 520 "RR retirement inc, spouse" N N I 1 1999:1040:20a 2 614 "Fed tax w/h,RR retire,spouse" N N E 1 1999:1040:57 2 268 "Fed. estimated tax" N N E 1 1999:1040:58 2 521 "Fed est. tax, qrtrly" N N E 6 1999:1040:58 2 269 "Taxable fringe benefits" N N I 1 1999:1040:7 2 636 "Student loan interest" N N E 1 1999:1040:24 0 00 "" - - - - - 0 270 "Schedule A" N N I 1 1999:A 2 271 "Subscriptions" N N E 1 1999:A:20 2 272 "Gambling losses" N N E 1 1999:A:27 2 273 "Medicine and drugs" N N E 1 1999:A:1 2 274 "Med. transport/lodging" N N E 1 1999:A:1 2 484 "Doctors, dentists, hosp." N N E 1 1999:A:1 2 275 "State taxes" N N E 1 1999:A:5 2 544 "Local taxes" N N E 1 1999:A:5 2 522 "State est. tax, qrtrly" N N E 6 1999:A:5 2 276 "Real estate tax" N N E 1 1999:A:6 2 535 "Personal property taxes" N N E 1 1999:A:7 2 277 "Other taxes" N N E 3 1999:A:8 2 280 "Cash charity contributions" N N E 1 1999:A:15 2 485 "Non-cash charity contrib" N N E 1 1999:A:16 2 281 "Tax preparation fees" N N E 1 1999:A:21 2 282 "Investment man. fees" N N E 1 1999:A:22 2 283 "Home mortgage int. (1098)" N N E 1 1999:A:10 2 545 "Home mortgage int. (no 1098)" N N E 1 1999:A:11 2 284 "Points paid" N N E 1 1999:A:12 2 486 "Misc. (subject to 2%)" N N E 1 1999:A:22 2 523 "Misc. (not subject to 2%)" N N E 1 1999:A:27 0 00 "" - - - - - 0 285 "Schedule B" N N I 1 1999:B 2 286 "Dividend income" Y A I 3 1999:B:5 2 487 "Div inc., non-taxable" Y A I 3 1997:B:8 2 488 "Div inc., capital gain dist" Y A I 3 1999:D:13 2 615 "Fed tax w/h, dividend income" Y A E 3 1999:1040:57 2 287 "Interest income" Y A I 3 1999:B:1 2 288 "US govt. interest" Y A I 3 1999:B:1 2 289 "State and mun. bond int." Y A I 3 1999:B:1 2 290 "TE priv. act. bond int" Y A I 3 1999:B:1 2 489 "Interest inc., non-taxable" Y A I 3 1999:B:1 2 490 "Int inc., fed-tax, state-non" Y A I 3 1999:B:1 2 491 "Int inc., fed-non, state-tax" Y A I 3 1999:B:1 2 492 "Int inc., orig issue disc" Y A I 3 1999:B:1 2 616 "Fed tax w/h, interest income" Y A E 3 1999:1040:57 2 524 "Seller financed mtge int." Y A I 3 1999:B:1 0 00 "" - - - - - 0 291 "Schedule C" Y N I 1 1999:C 2 292 "Spouse" Y N S 0 1999:C 2 293 "Gross receipts" Y N I 1 1999:C:1 2 294 "Meals and entertainment" Y N E 1 1999:C:24b 2 493 "Purchases, cost of goods" Y N E 1 1999:C:36 2 494 "Labor, cost of goods sold" Y N E 1 1999:C:37 2 495 "Materials, cost of goods" Y N E 1 1999:C:38 2 496 "Other costs, cost of goods" Y N E 1 1999:C:39 2 296 "Returns and allowances" Y N E 1 1999:C:2 2 297 "Wages paid" Y N E 1 1999:C:26 2 298 "Legal and professional" Y N E 1 1999:C:17 2 299 "Rent on vehicles, mach, eq" Y N E 1 1999:C:20a 2 300 "Rent on other bus prop" Y N E 1 1999:C:20b 2 301 "Supplies" Y N E 1 1999:C:22 2 302 "Other business expense" Y C E 3 1999:C:27 2 303 "Other business income" Y N I 1 1999:C:6 2 304 "Advertising" Y N E 1 1999:C:8 2 305 "Bad debts" Y N E 1 1999:C:9 2 306 "Car and truck expenses" Y N E 1 1999:C:10 2 307 "Commissions and fees" Y N E 1 1999:C:11 2 308 "Employee benefits progs." Y N E 1 1999:C:14 2 309 "Depletion" Y N E 1 1999:C:12 2 310 "Insurance (not health)" Y N E 1 1999:C:15 2 311 "Interest expense, mortgage" Y N E 1 1999:C:16a 2 312 "Interest expense, other" Y N E 1 1999:C:16b 2 313 "Office expense" Y N E 1 1999:C:18 2 314 "Pension and profit shrg" Y N E 1 1999:C:19 2 315 "Repairs and maintenance" Y N E 1 1999:C:21 2 316 "Taxes and licenses" Y N E 1 1999:C:23 2 317 "Travel" Y N E 1 1999:C:24a 2 318 "Utilities" Y N E 1 1999:C:25 2 319 "Principal business/prof" Y N S 2 1999:C:A 0 00 "" - - - - - 0 497 "Schedule C-EZ" Y N I 1 1999:CEZ 2 498 "Spouse" Y N S 0 1999:CEZ 2 499 "Gross receipts" Y N I 1 1999:CEZ:1 2 500 "Total expenses" Y N E 1 1999:CEZ:2 2 501 "Principal business/prof" Y N S 2 1999:CEZ:A 0 00 "" - - - - - 0 320 "Schedule D" Y N I 1 1999:D 2 321 "ST gain/loss - security" Y N I 4 1999:D:1 2 323 "LT gain/loss - security" Y N I 4 1999:D:8 2 673 "Short/Long gain or loss" Y N I 4 1999:D 2 644 "28% cap gain" Y A I 3 1999:D:13b 2 645 "Unrec sec 1250" Y A I 3 1999:D:25 2 646 "Sec 1202 gain" Y A I 3 1999:D:8 0 00 "" - - - - - 0 325 "Schedule E" Y N I 1 1999:E 2 326 "Rents received" Y N I 1 1999:E:3 2 327 "Royalties received" Y N I 1 1999:E:4 2 328 "Advertising" Y N E 1 1999:E:5 2 329 "Auto and travel" Y N E 1 1999:E:6 2 330 "Cleaning and maintenance" Y N E 1 1999:E:7 2 331 "Commissions" Y N E 1 1999:E:8 2 332 "Insurance" Y N E 1 1999:E:9 2 333 "Legal and professional" Y N E 1 1999:E:10 2 502 "Management fees" Y N E 1 1999:E:11 2 334 "Mortgage interest exp" Y N E 1 1999:E:12 2 335 "Other interest expense" Y N E 1 1999:E:13 2 336 "Repairs" Y N E 1 1999:E:14 2 337 "Supplies" Y N E 1 1999:E:15 2 338 "Taxes" Y N E 1 1999:E:16 2 339 "Utilities" Y N E 1 1999:E:17 2 341 "Other expenses" Y C E 3 1999:E:18 2 342 "Kind/location of property" Y N S 2 1999:E:1 0 00 "" - - - - - 0 343 "Schedule F" Y N I 1 1999:F 2 514 "Spouse" Y N S 0 1999:F 2 543 "Car and truck expense" Y N E 1 1999:F:12 2 344 "Labor hired" Y N E 1 1999:F:24 2 345 "Repairs and maintenance" Y N E 1 1999:F:27 2 346 "Interest expense-mort" Y N E 1 1999:F:23a 2 347 "Interest expense-other" Y N E 1 1999:F:23b 2 348 "Rent-land, animals" Y N E 1 1999:F:26b 2 349 "Rent-veh., mach., equip." Y N E 1 1999:F:26a 2 350 "Feed purchased" Y N E 1 1999:F:18 2 351 "Seed and plants purchased" Y N E 1 1999:F:28 2 352 "Fertilizers and lime" Y N E 1 1999:F:19 2 353 "Supplies purchased" Y N E 1 1999:F:30 2 355 "Vet, breeding and medicine" Y N E 1 1999:F:33 2 356 "Gasoline, fuel, oil" Y N E 1 1999:F:21 2 357 "Storage and warehousing" Y N E 1 1999:F:29 2 358 "Taxes" Y N E 1 1999:F:31 2 359 "Insurance (not health)" Y N E 1 1999:F:22 2 360 "Utilities" Y N E 1 1999:F:32 2 361 "Freight and trucking" Y N E 1 1999:F:20 2 362 "Conservation expense" Y N E 1 1999:F:14 2 363 "Pension and profit shrg" Y N E 1 1999:F:25 2 364 "Employee benefit prog." Y N E 1 1999:F:17 2 365 "Other farm expenses" Y C E 3 1999:F:34 2 366 "Chemicals" Y N E 1 1999:F:13 2 367 "Custom hire (mach. work)" Y N E 1 1999:F:15 2 368 "Sales livestock/crops raised" Y N I 1 1999:F:4 2 369 "Resales of livestock" Y N I 1 1999:F:1 2 370 "Custom hire (machine work)" Y N I 1 1999:F:9 2 371 "Coop. distributions" Y N I 1 1999:F:5a 2 372 "Agric. pgm payments" Y N I 1 1999:F:6a 2 373 "CCC loans-election" Y N I 1 1999:F:7a 2 374 "CCC loans-forfeited" Y N I 1 1999:F:7b 2 375 "Crop ins. proceeds-recd" Y N I 1 1999:F:8a 2 376 "Crop ins. proceeds-defd" Y N I 1 1999:F:8d 2 377 "Other farm income" Y N I 1 1999:F:10 2 378 "Cost livestock for resale" Y N E 1 1999:F:2 2 379 "Principal product" Y N S 2 1999:F:A 0 00 "" - - - - - 0 565 "Schedule H" Y N I 1 1999:H 2 567 "Cash wages paid" Y N E 1 1999:H:1 2 568 "Federal tax withheld" Y N E 1 1999:H:5 0 00 "" - - - - - 0 380 "Form 2106" Y N I 1 1999:2106 2 381 "Education expense" Y N E 1 1999:2106:4 2 382 "Automobile exp." Y N E 1 1999:2106:1 2 383 "Travel" Y N E 1 1999:2106:3 2 384 "Local transportation" Y N E 1 1999:2106:2 2 385 "Other bus. exp." Y N E 1 1999:2106:4 2 386 "Meal and entertain. exp" Y N E 1 1999:2106:5 2 387 "Emp. expense reimb." Y N I 1 1999:2106:7,A 2 388 "Emp. meal exp reimb" Y N I 1 1999:2106:7,B 2 389 "Job seeking exp" Y N E 1 1999:2106:4 2 390 "Special clothing exp" Y N E 1 1999:2106:4 2 391 "Emp home office exp" Y N E 1 1999:2106:4 0 00 "" - - - - - 0 392 "Home Sale Worksheets" Y N I 1 1999:HomeWks 2 525 "Spouse" Y N S 0 1999:HomeWks 2 393 "Selling price of old home" Y N I 1 1999:HomeWks:1 2 394 "Expense of sale" Y N E 1 1999:HomeWks:2 2 395 "Basis of home sold" Y N E 1 1999:HomeWks:4 2 396 "Fixing-up expenses" Y N E 1 1999:HomeWksPart3:8 2 397 "Cost of new home" Y N I 1 1999:HomeWksPart3:11b 2 398 "Date old home sold" Y N S 2 1999:HomeWks 2 399 "Date moved into new home" Y N S 2 1999:WksPart3:11a 0 00 "" - - - - - 0 400 "Form 2441" N N I 1 1999:2441 2 401 "Child care - day care" N N E 1 1999:2441:1 2 402 "Child care - household" N N E 1 1999:2441:1 0 00 "" - - - - - 0 403 "Form 3903" Y N I 1 1999:3903 2 526 "Spouse" Y N S 0 1999:3903 2 406 "Trans./store hshld goods" Y N E 1 1999:3903:1 2 407 "Travel and lodging" Y N E 1 1999:3903:2 0 00 "" - - - - - 0 503 "Form 4137" Y N I 1 1999:4137 2 504 "Spouse" Y N S 0 1999:4137 2 505 "Cash/charge tips received" Y N I 1 1999:4137:1 0 00 "" - - - - - 0 412 "Form 4684" Y N I 1 1999:4684 2 413 "Basis of casualty prop" Y N E 1 1999:4684:2 2 414 "Insurance/reimb" Y N I 1 1999:4684:3 2 415 "FMV before casualty" Y N I 1 1999:4684:5 2 416 "FMV after casualty" Y N I 1 1999:4684:6 2 417 "Description of property" Y N S 2 1999:4684:1 0 00 "" - - - - - 0 418 "Form 4797" N N I 1 1999:4797 2 419 "LT dep. loss - business" N N E 5 1999:4797:2 2 420 "LT dep. gain - business" N N I 5 1999:4797:2 2 421 "ST dep. prop. - business" N N B 5 1999:4797:10 2 422 "LT dep. loss - res. rent." N N E 5 1999:4797:2 2 423 "LT dep. gain - res. rent." N N I 5 1999:4797:2 2 424 "ST dep. prop. - res. rent." N N B 5 1999:4797:10 0 00 "" - - - - - 0 569 "Form 4835" Y N I 1 1999:4835 2 570 "Spouse" Y N S 0 1999:4835 2 571 "Sale of livestock/produce" Y N I 1 1999:4835:1 2 572 "Total co-op distributions" Y N I 1 1999:4835:2a 2 573 "Agricultural program paymnts" Y N I 1 1999:4835:3a 2 574 "CCC loans reported/election" Y N I 1 1999:4835:4a 2 575 "CCC loans forfeited/repaid" Y N I 1 1999:4835:4b 2 576 "Crop ins. proceeds rec'd" Y N I 1 1999:4835:5a 2 577 "Crop ins. proceeds deferred" Y N I 1 1999:4835:5d 2 578 "Other income" Y N I 1 1999:4835:6 2 579 "Car and truck expenses" Y N E 1 1999:4835:8 2 580 "Chemicals" Y N E 1 1999:4835:9 2 581 "Conservation expenses" Y N E 1 1999:4835:10 2 582 "Custom hire (machine work)" Y N E 1 1999:4835:11 2 583 "Employee benefit programs" Y N E 1 1999:4835:13 2 584 "Feed purchased" Y N E 1 1999:4835:14 2 585 "Fertilizers and lime" Y N E 1 1999:4835:15 2 586 "Freight and trucking" Y N E 1 1999:4835:16 2 587 "Gasoline, fuel, and oil" Y N E 1 1999:4835:17 2 588 "Insurance(other than health)" Y N E 1 1999:4835:18 2 589 "Interest expense, mortgage" Y N E 1 1999:4835:19a 2 590 "Interest expense, other" Y N E 1 1999:4835:19b 2 591 "Labor hired" Y N E 1 1999:4835:20 2 592 "Pension/profit-sharing plans" Y N E 1 1999:4835:21 2 593 "Rent/lease vehicles, equip." Y N E 1 1999:4835:22a 2 594 "Rent/lease land, animals" Y N E 1 1999:4835:22b 2 595 "Repairs and maintenance" Y N E 1 1999:4835:23 2 596 "Seeds and plants purchased" Y N E 1 1999:4835:24 2 597 "Storage and warehousing" Y N E 1 1999:4835:25 2 598 "Supplies purchased" Y N E 1 1999:4835:26 2 599 "Taxes" Y N E 1 1999:4835:27 2 600 "Utilities" Y N E 1 1999:4835:28 2 601 "Vet, breeding, medicine" Y N E 1 1999:4835:29 2 602 "Other expenses" Y C E 3 1999:4835:30 0 00 "" - - - - - 0 425 "Form 4952" N N I 1 1999:4952 2 426 "Investment interest expense" N N E 1 1999:4952:1 0 00 "" - - - - - 0 427 "Form 6252" Y N I 1 1999:6252 2 428 "Selling price" Y N I 1 1999:6252:5 2 429 "Debt assumed by buyer" Y N I 1 1999:6252:6 2 430 "Basis of property sold" Y N E 1 1999:6252:8 2 431 "Depreciation allowed" Y N I 1 1999:6252:9 2 432 "Expenses of sale" Y N E 1 1999:6252:11 2 433 "Gross profit percentage" Y N I 1 1999:6252:19 2 434 "Payments recd this year" Y N I 1 1999:6252:21 2 435 "Payments recd prior years" Y N I 1 1999:6252:23 2 436 "Description of property" Y N S 2 1999:6252:1 0 00 "" - - - - - 0 437 "Form 8606" Y N I 1 1998:8606 2 515 "Spouse" Y N S 0 1998:8606 2 438 "IRAs value at end of year" Y N E 1 1998:8606:6 2 439 "IRA contribs-nondeductible" Y N E 1 1998:8606:1 2 440 "IRA basis at beg of year" Y N E 1 1998:8606:2 0 00 "" - - - - - 0 441 "Form 8815" N N I 1 1999:8815 2 442 "Qual. higher ed. expenses" N N E 1 1999:8815:2 2 443 "Nontaxable ed. benefits" N N I 1 1999:8815:3 2 444 "EE US svgs bonds proceeds" N N I 1 1999:8815:5 2 445 "Post-89 EE bond face value" N N I 1 1999:8815:6 0 00 "" - - - - - 0 536 "Form 8829" Y N I 1 1999:8829 2 537 "Deductible mortgage interest" Y N E 1 1999:8829:10b 2 538 "Real estate taxes" Y N E 1 1999:8829:11b 2 539 "Insurance" Y N E 1 1999:8829:17b 2 540 "Repairs and maintenance" Y N E 1 1999:8829:18b 2 541 "Utilities" Y N E 1 1999:8829:19b 2 542 "Other expenses" Y N E 1 1999:8829:20b 0 00 "" - - - - - 0 617 "Form 8839" N N I 1 1999:8839 2 618 "Adoption fees" N N E 1 1999:8839:5 2 619 "Court costs" N N E 1 1999:8839:5 2 620 "Attorney fees" N N E 1 1999:8839:5 2 621 "Traveling expenses" N N E 1 1999:8839:5 2 622 "Other expenses" N N E 1 1999:8839:5 0 00 "" - - - - - 0 639 "Form 8863" N N I 1 1999:8863 2 637 "Hope cr. qual. expenses" N N E 1 1999:8863:1c 2 638 "Lifetime cr. qual. expenses" N N E 1 1999:8863:4c 0 00 "" - - - - - 0 446 "Schedule K-1 Worksheet" Y N I 1 1999:K1 2 447 "Spouse" Y N S 0 1999:K1: 2 448 "Ordinary income/loss" Y N B 1 1999:K1:1 2 449 "Rental real est. inc/loss" Y N B 1 1999:K1:2 2 450 "Other rental income/loss" Y N B 1 1999:K1:3 2 451 "Interest income" Y N I 1 1999:K1:4a 2 452 "Dividends" Y N I 1 1999:K1:4b 2 527 "Royalties" Y N I 1 1999:K1:4c 2 453 "Net ST capital gain/loss" Y N B 1 1999:K1:4d 2 454 "Net LT capital gain/loss" Y N B 1 1999:K1:4e 2 455 "Guaranteed payments" Y N I 1 1999:K1:5 2 456 "Net sec 1231 gain/loss" Y N B 1 1999:K1:6 2 528 "Tax-exempt interest" Y N I 1 1999:K1:19 2 457 "Partnership or S corp name" Y N S 2 1999:K1:A 0 00 "" - - - - - 0 458 "W-2" Y N I 1 1999:W2 2 460 "Salary" Y N I 1 1999:W2:1 2 461 "Federal withholding" Y N E 1 1999:W2:2 2 462 "Soc Sec tax withholding" Y N E 1 1999:W2:4 2 463 "Local withholding" Y N E 1 1999:W2:21 2 480 "Medicare tax withholding" Y N E 1 1999:W2:6 2 464 "State withholding" Y N E 1 1999:W2:18 2 465 "Dependent care benefits" Y N I 1 1999:W2:10 2 267 "Moving exp. reimb." Y N I 1 1999:W2:13 2 466 "Payer" Y N S 2 1999:W2:c 2 506 "Salary, spouse" Y N I 1 1999:W2:1 2 507 "Federal withholding,spouse" Y N E 1 1999:W2:2 2 508 "Soc Sec tax withhld, spouse" Y N E 1 1999:W2:4 2 509 "Local withholding, spouse" Y N E 1 1999:W2:21 2 510 "Medicare tax withhld, spouse" Y N E 1 1999:W2:6 2 511 "State withholding, spouse" Y N E 1 1999:W2:18 2 512 "Dependent care ben., spouse" Y N I 1 1999:W2:10 2 546 "Moving exp. reimb., spouse" Y N I 1 1999:W2:13 2 513 "Payer, spouse" Y N S 2 1999:W2:c 0 00 "" - - - - - 0 547 "W-2G" Y N I 1 1999:W-2G 2 548 "Spouse" Y N S 0 1999:W-2G 2 549 "Gross winnings" Y N I 1 1999:W-2G:1 2 550 "Federal tax withheld" Y N E 1 1999:W-2G:2 2 551 "State tax withheld" Y N E 1 1999:W-2G:14 2 552 "Payer" Y N S 2 1999:W-2G 0 00 "" - - - - - 0 553 "1099-MISC" Y N I 1 1999:1099-MISC 2 554 "Spouse" Y N S 0 1999:1099-MISC 2 555 "Rents" Y N I 1 1999:1099-MISC:1 2 556 "Royalties" Y N I 1 1999:1099-MISC:2 2 557 "Other income" Y N I 1 1999:1099-MISC:3 2 558 "Federal tax withheld" Y N E 1 1999:1099-MISC:4 2 559 "Fishing boat proceeds" Y N I 1 1999:1099-MISC:5 2 560 "Medical/health payments" Y N I 1 1999:1099-MISC:6 2 561 "Nonemployee compensation" Y N I 1 1999:1099-MISC:7 2 562 "Crop insurance proceeds" Y N I 1 1999:1099-MISC:10 2 563 "State tax withheld" Y N E 1 1999:1099-MISC:11 2 564 "Payer" Y N S 2 1999:1099-MISC 2 654 "State ID" Y N S 2 1999:1099-MISC 0 00 "" - - - - - 0 473 "1099R" Y N I 1 1999:1099R 2 474 "Spouse" Y N S 0 1999:1099R 2 475 "Pension total dist - gross" Y N I 1 1999:1099R:1 2 476 "Pension total dist - taxable" Y N I 1 1999:1099R:2a 2 529 "Pension federal withholding" Y N E 1 1999:1099R:4 2 530 "Pension state withholding" Y N E 1 1999:1099R:10 2 531 "Pension local withholding" Y N E 1 1999:1099R:13 2 667 "Pension Distrib code 7A" Y N S 2 1999:1099R:7a 2 668 "Pension Distrib code 7b" Y N S 2 1999:1099R:7b 2 669 "Pension State ID" Y N S 2 1999:1099R:11 2 670 "Pension Tax. not determined" Y N S 2 1999:1099R:2b 2 671 "Pension Total distribution" Y N S 2 1999:1099R:2b 2 603 "Payer" Y N S 2 1999:1099R 2 477 "IRA total dist - gross" Y N I 1 1999:1099R:1 2 478 "IRA total dist - taxable" Y N I 1 1999:1099R:2a 2 532 "IRA federal withholding" Y N E 1 1999:1099R:4 2 533 "IRA state withholding" Y N E 1 1999:1099R:10 2 534 "IRA local withholding" Y N E 1 1999:1099R:13 2 655 "IRA Distribution code 7A" Y N S 2 1999:1099R:7a 2 656 "IRA Distribution code 7b" Y N S 2 1999:1099R:7b 2 664 "IRA State ID" Y N S 2 1999:1099R:11 2 665 "IRA Taxable not determined" Y N S 2 1999:1099R:2b 2 666 "IRA Total distribution" Y N S 2 1999:1099R:2b 2 604 "Payer" Y N S 2 1999:1099R 2 623 "SIMPLE total distrib-gross" Y N I 1 1999:1099R:1 2 624 "SIMPLE total distrib-taxable" Y N I 1 1999:1099R:2a 2 625 "SIMPLE federal withholding" Y N E 1 1999:1099R:4 2 626 "SIMPLE state withholding" Y N E 1 1999:1099R:10 2 627 "SIMPLE local withholding" Y N E 1 1999:1099R:13 2 628 "Payer" Y N S 2 1999:1099R 2 655 "Distribution code 7A" Y N S 2 1999:1099R:7a 2 656 "Distribution code 7b" Y N S 2 1999:1099R:7b 2 664 "State ID" Y N S 2 1999:1099R:11 2 665 "Taxable not determined" Y N S 2 1999:1099R:2b 2 666 "Total distribution" Y N S 2 1999:1099R:2b 0 00 "" - - - - - 0 629 "1099-MSA" Y N I 1 1999:1099-MSA 2 630 "Spouse" Y N S 0 1999:1099-MSA 2 631 "MSA gross distribution" Y N I 1 1999:1099-MSA:1 2 632 "MSA earnings-excess contrib" Y N I 1 1999:1099-MSA:2 2 633 "Payer" Y N S 2 1999:1099-MSA 0 00 "" - - - - - 0 634 "1099-G" Y N I 1 1999:1099-G 2 635 "Spouse" Y N S 0 1999:1099-G 2 479 "Unemployment comp" Y N I 1 1999:1099-G:1 2 605 "Unemployment comp repaid" Y N E 1 1999:1099-G:1a 2 260 "State and local refunds" y N I 1 1999:1099-G:2 2 606 "Fed tax w/h,unemploymt comp" Y N E 1 1999:1099-G:4 2 672 "Qualified state tuition" Y N I 1 1999:1099-G:5 0 00 "" - - - - - 0 640 "1099 INT" N N I 1 1999:1099-INT 2 641 "Foreign tax, int" Y A E 3 1999:1099Int:6 2 642 "Foreign country, int" Y A S 2 1999:1099Int:7 2 653 "Intestment expense, int" Y A E 3 1999:1099Int:5 0 00 "" - - - - - 0 643 "1099 Div" N N I 1 1999:1099-DIV 2 647 "NonTaxable distributions" Y A I 3 1999:1099Div:3 2 648 "Investment Expense, div" Y A E 3 1999:1099Div:5 2 649 "Foreign tax, div" Y A E 3 1999:1099Div:6 2 650 "Foreign country, div" Y A S 2 1999:1099Div:7 2 651 "Cash liquidation" Y A I 3 1999:1099Div:8 2 652 "Non-cash liquidation" Y A I 3 1999:1099Div:9 0 00 "" - - - - - 0 657 "1099 OID" N N I 1 1999:1099-OID 2 658 "Other periodic int,OID" Y A I 3 1999:1099OID:2 2 659 "Early wdrawal pen, OID" Y A E 3 1999:1099OID:3 2 660 "Fed tax wheld, OID" Y A E 3 1999:1099OID:4 2 661 "Description" Y A S 2 1999:1099OID:5 2 662 "OID, US treas obligl" Y A I 3 1999:1099OID:6 2 663 "Investment Expense, OID" Y A E 3 1999:1099OID:7 ^ END OF TABLE ^ START OLD CATEGORIES 0 00 "" - - - - - 0 467 "W-2P" Y N I 1 1990:W-2P 2 468 "Spouse" Y N I 0 1990:W-2P: 2 469 "Pensions and annuities-gross" Y N I 3 1990:W-2P:9 2 470 "Pensions and annuities-txble" Y N I 3 1990:W-2P:10 2 471 "IRA distributions - gross" Y N I 3 1990:W-2P:9 2 472 "IRA distributions - taxable" Y N I 3 1990:W-2P:10 2 354 "Breeding fees" Y N E 1 1993:F:33 2 340 "Wages paid" Y N E 1 1990:E:17 2 295 "Cost of goods sold" Y N E 1 1992:C:37 2 322 "ST gain/loss - other" Y N I 4 1992:D:1d 2 324 "LT gain/loss - other" Y N I 4 1992:D:9d 2 404 "Meals during moving" Y N E 1 1993:3903:6 2 405 "Meals househunting & temp" Y N E 1 1993:3903:11 2 408 "Pre-moving expense" Y N E 1 1993:3903:9 2 409 "Temp. living exp." Y N E 1 1993:3903:10 2 410 "Moving sale cost" Y N E 1 1993:3903:14 2 411 "Moving purch. cost" Y N E 1 1993:3903:15 2 459 "Spouse" Y N S 0 1995:W2 2 566 "Spouse" N N S 0 1995:H ^ END OLD CATEGORIES