Z1 1
ZA ~
ZC ~
RA ~
RB ~
W1 ~
R1 ~
R2 ~
R3 ~
R4 ~
R5 ~
R6 ~
R7 ~
R8 ~
R9 ~
Z4 Y
TY 0
|
+ TY + 1968 * 100 ^ ZTY
+ ~ ^ R1
+ Z1 - 2 \ + Z1 - 3 \ + ZA - X = + X ^ R1
+ ~ ^ R2
+ Z1 - 2 \ + Z1 - 3 \ + ZA - X \ + RA - X = + X ^ R2
+ ~ ^ R3
+ Z1 - 2 = + ZA - X = + ZC - X = + X ^ R3
^ TP1
+ Z1 - 2 = + ZA - X \ + ZC - X \ + 1 ^ TP1
+ ~ ^ R4
+ TP1 > + RA - X = + RB - X \ + X ^ R4
+ TP1 > + RA - X \ + RB - X = + X ^ R4
+ ~ ^ R5
+ TP1 > + RA - X = + RB - X = + X ^ R5
+ ~ ^ R6
+ Z1 - 2 = + ZA - X = + ZC - X \ + RB - X = + X ^ R6
+ Z1 - 2 = + ZC - X = + ZA - X \ + RA - X = + X ^ R6
+ ~ ^ R7
+ Z1 - 2 = + ZA - X = + ZC - X \ + RB - X \ + X ^ R7
+ Z1 - 2 = + ZC - X = + ZA - X \ + RA - X \ + X ^ R7
+ ~ ^ R8
+ Z1 - 3 = + ZA - X = + W1 - X = + X ^ R8
+ ~ ^ R9
+ Z1 - 3 = + ZA - X \ + RA - X = + W1 - X = + X ^ R9
+ R1 + R2 + R4 + R7 - 696 = + 20 ^ R10 ' LINE 10
+ R3 + R5 + R6 - 536 = + 30 ^ R10
+ R8 + R9 - 376 = + 15 ^ R10
+ R10 * 25000 ^ R10
+ R2 + R4 + R9 - 536 = + ZTDI ^ R11  ' LINE 11
+ R5 - X = + ZTDI + ZTDS ^ R11
+ ZA - X \ + ZTDI ^ TP1
+ ZC - X \ + ZTDS ^ TP1
+ R6 - X = + 5000.00 + TP1 ^ R11
+ R10 ^ R12                          ' LINE 12
+ R2 + R4 + R5 + R6 + R9 - 856 = + R12 - R11 > + R11 ^ R12
+ WSO - WS1 ^ R3A                    ' LINE 13A
+ WBO - Z16 ^ R3B                    ' LINE 13B
+ R3A + R3B ^ R13                    ' LINE 13C
+ R1 + R2 - 376 = + 75 ^ R15         ' LINE 15
+ R3 + R4 + R5 + R6 + R7 - 856 = + 100 ^ R15
+ R8 + R9 - 376 = + 50 ^ R15
+ R15 * 10000 ^ R15
+ Z31 - R15 ^ R16                    ' LINE 16
+ R16 < ^ R16
+ R16 / 200 * 100 ^ R17              ' LINE 17
+ R13 + R17 ^ R18                    ' LINE 18
+ R12 - R18 ^ R19                    ' LINE 19
+ R19 * 15 / 10000 * 100 ^ R21       ' LINE 21
+ R19 < ^ R21
+ 33 750.00 ^ TP1                           ' LINE 21 WORKSHEET
+ Z1 - 2 = + 45 000.00 ^ TP1
+ Z1 - 5 = + 45 000.00 ^ TP1
+ Z1 - 3 = + 22 500.00 ^ TP1
+ 1 ^ TP2                            ' TEST TO USE WORKSHEET
+ Z22 + ZNOL - TP1 - 1 < ^ TP2
+ Z12 = + Z13 = + E40 = + Z18 = ^ TP2
+ Z40 - K10 * TP2 ^ R0A              ' WORKSHEET LINE 1
+ Q24 * TP2 ^ R0B                    ' LINE 2
+ R0A - R0B ^ R0C                    ' LINE 3
+ R0C < ^ R0C
+ R21 * TP2 ^ R0D                    ' LINE 4
+ TP2 > + R0D - R0C > + R0C ^ R21
|
S Check here if you were retired on permanent and total disability.............[
X RA `X`~
Q Insert 'X' or ' '.
S ]
^
S Check here if your spouse was retired on permanent and total disability......[
X RB `X`~
Q Insert 'X' or ' '.
S ]
^
S If you are married filing separately and you lived apart from your spouse~~~~~~~
^
S ~~~for all of~
D ZTY
S , check here..............................................~[
X W1 `X`~
Q Insert 'X' or ' '.
S ]
^
S --------------------------------------------------------------------------------
^ 
S PART I - CHECK THE BOX FOR YOUR FILING STATUS AND AGE~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S --------------------------------------------------------------------------------
^
S If your~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^ 
S filing~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^ 
S status is   And by the end of this year~~~~~~~~~~~~~~~~~~~~~~~Check only one box
^
S ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^ 
S Single`~~~1 You were 65 or older...........................................1 [
1 R1
S ]
^
S Head of   2 You were under 65 and retired on permanent and total~~~~~~~~~~~~~~~~
^ 
S Household   disability.....................................................2 [
1 R2
S ]
^
S or Widow~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S --------------------------------------------------------------------------------
^ 
S Married   3 Both spouses were 65 or older..................................3 [
1 R3
S ]
^
S filing a  4 Both spouses were under 65` but only one spouse retired~~~~~~~~~~~~~
^ 
S joint~~~~~~~on permanent and total disability..............................4 [
1 R4
S ]
^
S return~~~~5 Both spouses were under 65` and both retired on permanent~~~~~~~~~~~
^ 
S ~~~~~~~~~~~~and total disability...........................................5 [
1 R5
S ]
^
S ~~~~~~~~~~6 One spouse was 65 or older` and the other spouse was under~~~~~~~~~~
^ 
S ~~~~~~~~~~~~65 and retired on permanent and total disability...............6 [
1 R6
S ]
^
S ~~~~~~~~~~7 One spouse was 65 or older` and the other spouse was under~~~~~~~~~~
^ 
S ~~~~~~~~~~~~65 and not retired on permanent and total disability...........7 [
1 R7
S ]
^
S --------------------------------------------------------------------------------
^
S Married   8 You were 65 or older` and you did not live with your spouse~~~~~~~~~
^ 
S filing a~~~~at any time this year..........................................8 [
1 R8
S ]
^
S separate  9 You were under 65` you retired on permanent and total~~~~~~~~~~~~~~~
^ 
S return~~~~~~disability` and you did not live with your spouse~~~~~~~~~~~~~~~~~~~
^ 
S ~~~~~~~~~~~~at any time this year..........................................9 [
1 R9
S ]
^ 
F
^
S PART III - FIGURE YOUR CREDIT~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
R -80
^
S 10  If you checked (in Part I):~~~~~~~~~~~~~Enter:~~~~~~~~~~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~Box 1` 2` 4 or 7........................$5`000 !~~~~~~~~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~Box 3` 5 or 6...........................$7`500  >..............!10 !
T R10
^
S ~~~~Box 8 or 9..............................$3`750 !~~~~~~~~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~! Did you check   ! ---Yes---> You must complete line 11.      !\\\!~~~~~~~~
^
S ~~~~! box 2, 4, 5, 6  ! ---No----> Enter the amount from line 10   !\\\!~~~~~~~~
^
S ~~~~! or 9 in Part I? !~~~~~~~~~~~~on line 12 and go to line 13.~~~!\\\!~~~~~~~~
^
S 11  If you checked:~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~* Box 6 in Part I` add $5`000 to the taxable disability   !~~~~!\\\!~~~~~~~~
^
S ~~~~~~income of the spouse who was under age 65.~~~~~~~~~~~~~~!~~~~!\\\!~~~~~~~~
^
S ~~~~* Box 2` 4` or 9 in Part I` enter your taxable disability !~~~~!\\\!~~~~~~~~
^
S ~~~~~~income~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~>...!11 !
T R11
t FZ1 Z07   021 1 Transferred from Form 1040, line 7 amounts with tax category ZTDI.
t FZ1 Z07   021 1 Transferred from Form 1040, line 7 amounts with tax category ZTDS.
^
S ~~~~* Box 5 in Part I` add your taxable disability income to  !~~~~!\\\!~~~~~~~~
^
S ~~~~~~your spouse's taxable disability income.~~~~~~~~~~~~~~~~!~~~~!\\\!~~~~~~~~
^
S ~~~~TIP: For more details on what to include on line 11, see instr.!\\\!~~~~~~~~
^
S 12  If you completed line 11` enter the smaller of line 10 or~~~~~~!\\\!~~~~~~~~
^
S ~~~~line 11; all others, enter the amount from line 10             !12 !
T R12
^
S 13  Enter the following pensions` annuities or~~~~~~~~!\\\!~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~disability income that you (and your spouse if~~~~!\\\!~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~filing a joint return) received in~
D ZTY
S :~~~~~~~~~~!\\\!~~~~~~~~!\\\!~~~~~~~~
^
S ~~a Nontaxable part of social security benefits, and  !\\\!~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~Nontaxable part of railroad retirement benefits~~~!13a!
T R3A
t FZ1 WSO   035 1 Transferred from Form 1040, line 20a minus line 20b.
S !\\\!~~~~~~~~
^
S ~~~~treated as social security. See instructions......!\\\!~~~~~~~~!\\\!~~~~~~~~
^
S ~~b Nontaxable veterans' pensions, and~~~~~~~~~~~~~~~~!\\\!~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~Any other pension` annuity, or disability benefit~!13b!
T R3B
t FZ1 WBO   031 1 Transferred from Form 1040, line 16a minus line 16b.
S !\\\!~~~~~~~~
^
S ~~~~that is excluded from income. See instructions....!\\\!~~~~~~~~!\\\!~~~~~~~~
^
S ~~c Add lines 13a and 13b. (Even though these income  !\\\!~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~items are not taxable, they must be included here !\\\!~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~to figure your credit.) If you did not receive any!\\\!~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~of the types of nontaxable income listed on line  !\\\!~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~13a or 13b, enter -0- on line 13c.................!\\\!
T R13
S !\\\!~~~~~~~~
^
S ~~c Add lines 13a and 13b.............................!13c!
T R13
S !\\\!~~~~~~~~
^
S 14  Enter amount from Form 1040` line 32.!14 !
T Z31
S !\\\!~~~~~~~~!\\\!~~~~~~~~
^
S 15  If you checked (in part I):  Enter~~~!\\\!~~~~~~~~!\\\!~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~Box 1 or 2..................$7`500 !~!\\\!~~~~~~~~!\\\!~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~Box 3` 4` 5` 6 or 7........$10`000  >!15 !
T R15
S !\\\!~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~Box 8 or 9..................$5`000 !~!\\\!~~~~~~~~!\\\!~~~~~~~~!\\\!~~~~~~~~
^
S 16  Subtract line 15 from line 14. If    !\\\!~~~~~~~~!\\\!~~~~~~~~!\\\!~~~~~~~~
^
S ~~~~zero or less, enter -0-..............!16 !
T R16
S !\\\!~~~~~~~~!\\\!~~~~~~~~
^
S 17  Divide line 16 above by 2.........................!17 !
T R17
S !\\\!~~~~~~~~
^
S 18  Add lines 13c and 17...........................................!18 !
T R18
^ 
S 19  Subtract line 18 from line 12. If zero or less, stop; you      !\\\!~~~~~~~~
^
S ~~~~cannot take the credit. Otherwise, go to line 21...............!19 !
T R19
^ 
S 20  Decimal amount used to figure the credit.......................!20 !~~~~x.15
^
S 21  Multiply line 19 above by the decimal amount on line 20. Enter~!\\\!~~~~~~~~
^
S ~~~~Form 1040` line 42. Caution: If you file Schedule C` D` E or F`!\\\!~~~~~~~~
^
S ~~~~your credit may be limited. See instructions...................!21 !
T R21
t FZ1 R21   074 1 Transferred to Form 1040, line 42.
^
F
^
S LINE 21 WORKSHEET~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S ~~1. Enter the amount from Form 1040` line 40` minus any child and~~~~~~~~~~~~~~
^
S ~~~~~dependent care credit on Form 1040` line 41.................... 1.~
T R0A
t FZ1 Z40   070 1 Transferred from Form 1040, line 40.
t FZ1 K10   073 1 Transferred from Form 1040, line 41 (subtracted).
^
S ~~2. Enter the amount from Form 6251` line 24....................... 2.~
T R0B
t FQ1 Q24   074 1 Transferred from Form 6251, line 24.
^
S ~~3. Maximum credit. Subtract line 2 from line 1. If zero or less~~~~~~~~~~~~~~~
^
S ~~~~~enter -0-...................................................... 3.~
T R0C
^
S ~~4. Enter the credit you first figured on Schedule R` line 21...... 4.~
T R0D
^
R ~80
^
S Look at line 3 and 4 above. Enter the smaller of the two amounts on Form 1040,~~
^
S line 42. If line 3 is the smaller` replace the amount on Schedule R` line 21.~~~
^
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