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1040 Ez State Tax Form

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1040 Ez State Tax Form

1040 ez state tax form Publication 721 - Introductory Material Table of Contents Reminders IntroductionOrdering forms and publications. 1040 ez state tax form Tax questions. 1040 ez state tax form Useful Items - You may want to see: Reminders Future developments. 1040 ez state tax form  For the latest information about developments related to Publication 721, such as legislation enacted after it was published, go to www. 1040 ez state tax form IRS. 1040 ez state tax form gov/pub721. 1040 ez state tax form Phased retirement. 1040 ez state tax form   The new phased retirement program was signed into law by the Moving Ahead for Progress in the 21st Century Act and will be available for retirement eligible individuals once the regulations for this program are effective. 1040 ez state tax form This new program will allow eligible employees to begin receiving annuity payments while working part-time. 1040 ez state tax form For more information, go to the Office of Personnel Management (OPM) website at www. 1040 ez state tax form opm. 1040 ez state tax form gov. 1040 ez state tax form Roth Thrift Savings Plan (TSP) balance. 1040 ez state tax form  You may be able to contribute to a designated Roth account through the TSP known as the Roth TSP. 1040 ez state tax form Roth TSP contributions are after-tax contributions, subject to the same contribution limits as the traditional TSP. 1040 ez state tax form Qualified distributions from a Roth TSP are not included in your income. 1040 ez state tax form See Thrift Savings Plan in Part II for more information. 1040 ez state tax form Rollovers. 1040 ez state tax form  You can roll over certain amounts from the CSRS, FERS, or TSP, to a tax-sheltered annuity plan (403(b) plan) or a state or local government section 457 deferred compensation plan. 1040 ez state tax form See Rollover Rules in Part II. 1040 ez state tax form Rollovers by surviving spouse. 1040 ez state tax form  You may be able to roll over a distribution you receive as the surviving spouse of a deceased employee or retiree into a qualified retirement plan or an IRA. 1040 ez state tax form See Rollover Rules in Part II. 1040 ez state tax form Thrift Savings Plan (TSP) beneficiary participant accounts. 1040 ez state tax form  If you are the spouse beneficiary of a decedent's TSP account, you have the option of leaving the death benefit payment in a TSP account in your own name (a beneficiary participant account). 1040 ez state tax form The amounts in the beneficiary participant account are neither taxable or reportable until you choose to make a withdrawal, or otherwise receive a distribution from the account. 1040 ez state tax form Benefits for public safety officer's survivors. 1040 ez state tax form  A survivor annuity received by the spouse, former spouse, or child of a public safety officer killed in the line of duty generally will be excluded from the recipient's income. 1040 ez state tax form For more information, see Dependents of public safety officers in Part IV. 1040 ez state tax form Uniformed services Thrift Savings Plan (TSP) accounts. 1040 ez state tax form  If you have a uniformed services TSP account, it may include contributions from combat zone pay. 1040 ez state tax form This pay is tax-exempt and contributions attributable to that pay are tax-exempt when they are distributed from the uniformed services TSP account. 1040 ez state tax form However, any earnings on those contributions are subject to tax when they are distributed. 1040 ez state tax form The statement you receive from the TSP will separately state the total amount of your distribution and the amount of your taxable distribution for the year. 1040 ez state tax form If you have both a civilian and a uniformed services TSP account, you should apply the rules discussed in this publication separately to each account. 1040 ez state tax form You can get more information from the TSP website, www. 1040 ez state tax form tsp. 1040 ez state tax form gov, or the TSP Service Office. 1040 ez state tax form Photographs of missing children. 1040 ez state tax form  The Internal Revenue Service is a proud partner with the National Center for Missing and Exploited Children. 1040 ez state tax form Photographs of missing children selected by the Center may appear in this publication on pages that would otherwise be blank. 1040 ez state tax form You can help bring these children home by looking at the photographs and calling 1-800-THE-LOST (1-800-843-5678) if you recognize a child. 1040 ez state tax form Introduction This publication explains how the federal income tax rules apply to civil service retirement benefits received by retired federal employees (including those disabled) or their survivors. 1040 ez state tax form These benefits are paid primarily under the Civil Service Retirement System (CSRS) or the Federal Employees' Retirement System (FERS). 1040 ez state tax form Tax rules for annuity benefits. 1040 ez state tax form   Part of the annuity benefits you receive is a tax-free recovery of your contributions to the CSRS or FERS. 1040 ez state tax form The rest of your benefits are taxable. 1040 ez state tax form If your annuity starting date is after November 18, 1996, you must use the Simplified Method to figure the taxable and tax-free parts. 1040 ez state tax form If your annuity starting date is before November 19, 1996, you generally could have chosen to use the Simplified Method or the General Rule. 1040 ez state tax form See Part II, Rules for Retirees . 1040 ez state tax form Thrift Savings Plan. 1040 ez state tax form   The Thrift Savings Plan (TSP) provides federal employees with the same savings and tax benefits that many private employers offer their employees. 1040 ez state tax form This plan is similar to private sector 401(k) plans. 1040 ez state tax form You can defer tax on part of your pay by having it contributed to your traditional balance in the plan. 1040 ez state tax form The contributions and earnings on them are not taxed until they are distributed to you. 1040 ez state tax form Also the TSP offers a Roth TSP option. 1040 ez state tax form Contributions to this type of balance are after tax and qualified distributions from the account are tax free. 1040 ez state tax form See Thrift Savings Plan in Part II. 1040 ez state tax form Comments and suggestions. 1040 ez state tax form   We welcome your comments about this publication and your suggestions for future editions. 1040 ez state tax form   You can write to us at the following address: Internal Revenue Service Tax Forms and Publications Division 1111 Constitution Ave. 1040 ez state tax form NW, IR-6526 Washington, DC 20224   We respond to many letters by telephone. 1040 ez state tax form Therefore, it would be helpful if you would include your daytime phone number, including the area code, in your correspondence. 1040 ez state tax form   You can send your comments from www. 1040 ez state tax form irs. 1040 ez state tax form gov/formspubs/. 1040 ez state tax form Click on “More Information” and then on “Comment on Tax Forms and Publications”. 1040 ez state tax form   Although we cannot respond individually to each comment received, we do appreciate your feedback and will consider your comments as we revise our tax products. 1040 ez state tax form Ordering forms and publications. 1040 ez state tax form   Visit www. 1040 ez state tax form irs. 1040 ez state tax form gov/formspubs/ to download forms and publications, call 1-800-TAX-FORM (1-800-829-3676), or write to the address below and receive a response within 10 days after your request is received. 1040 ez state tax form Internal Revenue Service 1201 N. 1040 ez state tax form Mitsubishi Motorway Bloomington, IL 61705-6613 Tax questions. 1040 ez state tax form   If you have a tax question, check the information available on IRS. 1040 ez state tax form gov or call 1-800-829-1040. 1040 ez state tax form We cannot answer tax questions sent to either of the above addresses. 1040 ez state tax form Useful Items - You may want to see: Publication 524 Credit for the Elderly or the Disabled 575 Pension and Annuity Income 590 Individual Retirement Arrangements (IRAs) 939 General Rule for Pensions and Annuities Form (and Instructions) CSA 1099R Statement of Annuity Paid CSF 1099R Statement of Survivor Annuity Paid W-4P Withholding Certificate for Pension or Annuity Payments 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. 1040 ez state tax form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts See How To Get Tax Help near the end of this publication for information about getting publications and forms. 1040 ez state tax form Prev  Up  Next   Home   More Online Publications
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Understanding Your CP53C Notice

We tried to direct deposit your refund, but the financial institution couldn’t process it. When refund payments are questionable, we review related returns to ensure the return is valid. We are researching your account, but it will take 8 to 10 weeks to complete our review and verify this refund.


What you need to do

  • You don’t need to do anything at this time.

You may want to

  • Call us at the toll-free number on the notice if you don’t receive your refund check or a follow-up letter within 10 weeks
  • Monitor your financial accounts

However, if you call us before 10 weeks have passed, we won’t have any information about the status of your refund.


Answers to Common Questions

Q. Why was my direct deposit refund returned to the IRS?

A. A financial institution will reject a refund for a variety of reasons. Most often, the personal information on the direct deposit doesn’t match its records: 

  • Name
  • SSN
  • Routing number

Q. Why could the refund review take up to 10 weeks?

A. We must research your account to determine if you are entitled to the refund. We try to balance customer service and tax compliance when we review tax returns. Refund timeframes are also affected by:

  • Bankruptcy
  • An open audit
  • A balance due on a related account (such as a different tax year)

Q. Will calling the IRS give me additional information or speed my refund?

A. No, calling us won’t speed up your refund. You don’t need to call us unless we send you a letter asking ask you to contact us. Our telephone assistors won’t be able to provide any additional information.


Tips for next year

If you request a direct deposit refund, be sure the account you specify is in your name (or your spouse’s if you have a joint refund).


If you changed your name as a result of a recent marriage or divorce, be sure you’ll want to take the necessary steps to ensure the name on your tax return matches the name registered with the Social Security Administration.


Never direct your refund to an account that belongs to a relative, friend, or tax return preparer.

Page Last Reviewed or Updated: 22-Jan-2014

Printable samples of this notice (PDF)

 

 

How to get help

  • Call the 1-800 number listed on the top right corner of your notice.
  • Authorize someone (e.g., accountant) to contact the IRS on your behalf using Form 2848.
  • See if you qualify for help from a Low Income Taxpayer Clinic.
     

The 1040 Ez State Tax Form

1040 ez state tax form Index A Abusive tax shelters (see Tax shelters) Accounting fees, Attorney or accounting fees. 1040 ez state tax form Accrual method, Accrual method taxpayers. 1040 ez state tax form , Accrual method. 1040 ez state tax form , Holders must use accrual method. 1040 ez state tax form , When To Deduct Investment Interest Accuracy-related penalty, Accuracy-related penalty. 1040 ez state tax form Acquisition discount, Government obligations. 1040 ez state tax form , Acquisition discount on short-term obligations. 1040 ez state tax form Adjusted basis, Basis adjustment. 1040 ez state tax form , Fair market value equal to or more than donor's adjusted basis. 1040 ez state tax form , Adjusted Basis, Short sales. 1040 ez state tax form Alaska Permanent Fund dividends, Alaska Permanent Fund dividends. 1040 ez state tax form , Child's Alaska Permanent Fund dividends. 1040 ez state tax form Amortization of bond premium, Bond Premium Amortization, Bonds acquired after October 22, 1986, but before 1988. 1040 ez state tax form Annuities Borrowing on, Borrowing on insurance. 1040 ez state tax form Interest on, Interest on annuity contract. 1040 ez state tax form Life insurance proceeds used to buy, Annuity. 1040 ez state tax form Sale of, Sale of Annuity Single-premium, Single-premium life insurance, endowment, and annuity contracts. 1040 ez state tax form Trade for, Trade of investment property for an annuity. 1040 ez state tax form , Insurance Policies and Annuities Applicable federal rate, Applicable federal rate. 1040 ez state tax form Appreciated financial positions, Constructive Sales of Appreciated Financial Positions Arbitrage bonds, Arbitrage bonds. 1040 ez state tax form Assistance (see Tax help) At-risk rules, At-risk rules. 1040 ez state tax form , At-risk rules. 1040 ez state tax form Attorneys' fees, Attorney or accounting fees. 1040 ez state tax form Automatic investment service, Automatic investment service and dividend reinvestment plans. 1040 ez state tax form , Automatic investment service. 1040 ez state tax form , Automatic investment service. 1040 ez state tax form Average basis, Average Basis Double-category method, Transition rule from double-category method. 1040 ez state tax form Illustrated, Average basis method illustrated. 1040 ez state tax form B Backup withholding, Backup withholding. 1040 ez state tax form Bad debts, Nonbusiness bad debt. 1040 ez state tax form , Nonbusiness Bad Debts Bankrupt financial institutions Deposit in, Deposit in Insolvent or Bankrupt Financial Institution Bargain purchases, Bargain purchases. 1040 ez state tax form Basis, Basis of Investment Property, U. 1040 ez state tax form S. 1040 ez state tax form Treasury Notes or Bonds Adjusted, Basis adjustment. 1040 ez state tax form , Fair market value equal to or more than donor's adjusted basis. 1040 ez state tax form , Adjusted Basis, Short sales. 1040 ez state tax form Average, Average Basis Cost, Cost Basis, Cost Basis Inherited property, Property Received as Inheritance Investment property, Basis of Investment Property Like-kind exchanges, Basis of property received. 1040 ez state tax form Other than cost, Basis Other Than Cost REITs, Shares in a mutual fund or REIT. 1040 ez state tax form REMIC, residual interest, Basis in the residual interest. 1040 ez state tax form Replacement stock, Basis of replacement stock. 1040 ez state tax form Shares acquired by reinvestment, Reinvestment right. 1040 ez state tax form Stocks and bonds, Basis adjustment. 1040 ez state tax form , Basis. 1040 ez state tax form , Basis. 1040 ez state tax form , Stocks and Bonds Bearer obligations, Bearer CDs. 1040 ez state tax form , Bearer Obligations Below-market loans, Below-Market Loans Bonds Accrued interest on, Accrued interest on bonds. 1040 ez state tax form Amortization of premium, Bond Premium Amortization Arbitrage, Arbitrage bonds. 1040 ez state tax form Basis, Basis. 1040 ez state tax form , Stocks and Bonds Capital asset, Stocks, stock rights, and bonds. 1040 ez state tax form Convertible, Convertible stocks and bonds. 1040 ez state tax form Coupon, Coupon bonds. 1040 ez state tax form Enterprise zone facility, Enterprise zone facility bonds. 1040 ez state tax form Federally guaranteed, Federally guaranteed bonds. 1040 ez state tax form Identification, Identifying stock or bonds sold. 1040 ez state tax form Market discount, Market discount. 1040 ez state tax form , Limit on interest deduction for market discount bonds. 1040 ez state tax form , Market discount on bonds. 1040 ez state tax form , Market discount bonds. 1040 ez state tax form , Market discount bonds. 1040 ez state tax form New York Liberty bonds, New York Liberty bonds. 1040 ez state tax form Par value, Bonds purchased at par value. 1040 ez state tax form Premiums on, Bond premium. 1040 ez state tax form , Premiums on bonds. 1040 ez state tax form Private activity, Private activity bonds. 1040 ez state tax form Redemption or retirement of, Redemption or retirement of bonds. 1040 ez state tax form Sold between interest dates, Bonds Sold Between Interest Dates State and local government, Tax-exempt state and local government bonds. 1040 ez state tax form Stripped, Stripped bonds or coupons. 1040 ez state tax form , Stripped Bonds and Coupons, Stripped tax-exempt obligation. 1040 ez state tax form Tax credit bonds, Tax credit bonds. 1040 ez state tax form Tax-exempt, Tax-exempt state and local government bonds. 1040 ez state tax form Traded flat, Bonds traded flat. 1040 ez state tax form U. 1040 ez state tax form S. 1040 ez state tax form savings (see U. 1040 ez state tax form S. 1040 ez state tax form savings bonds) U. 1040 ez state tax form S. 1040 ez state tax form Treasury (see U. 1040 ez state tax form S. 1040 ez state tax form Treasury bills, notes, and bonds) Brokerage fees, Fees to buy or sell. 1040 ez state tax form , Sale expenses. 1040 ez state tax form C Calls and puts, Puts and Calls Table 4-3, Table 4-3. 1040 ez state tax form Puts and Calls Capital assets, Capital Assets and Noncapital Assets Capital gain distributions, Capital Gain Distributions, Basis adjustment. 1040 ez state tax form , Capital gain distributions. 1040 ez state tax form , Child's capital gain distributions. 1040 ez state tax form , Capital gain distributions received. 1040 ez state tax form Capital gains and losses, Capital Gains and Losses, Loss on stock that paid qualified dividends. 1040 ez state tax form Constructive ownership transactions, Gains From Certain Constructive Ownership Transactions Definition, Capital or Ordinary Gain or Loss Empowerment zone assets, Exclusion of Gain From DC Zone Assets Investment property, Investment property. 1040 ez state tax form Long-term, Short-Term or Long-Term Capital Gain or Loss, Long-term gains and losses. 1040 ez state tax form Long-term debt instruments, Long-term debt instruments issued after 1954 and before May 28, 1969 (or before July 2, 1982, if a government instrument). 1040 ez state tax form Losses, limit on, Limit on deduction. 1040 ez state tax form Passive activities, Passive activity gains and losses. 1040 ez state tax form Qualified covered call options, Capital loss on qualified covered call options. 1040 ez state tax form Qualified small business stock, Gains on Qualified Small Business Stock Reporting requirements, How To Report Gains and Losses (Form 6781), How to report gain. 1040 ez state tax form Rollover of gain from sale of securities, Rollover of Gain From Publicly Traded Securities Short-term, Short-Term or Long-Term Capital Gain or Loss, Short-term gains and losses. 1040 ez state tax form Tax rates, Capital Gain Tax Rates, Table 4-4. 1040 ez state tax form What Is Your Maximum Capital Gain Rate? Table 4-4, Table 4-4. 1040 ez state tax form What Is Your Maximum Capital Gain Rate? Capital loss carryover, Capital loss carryover. 1040 ez state tax form , Capital Losses Worksheet 4-1, Worksheet 4-1. 1040 ez state tax form Capital Loss Carryover Worksheet Cash method, Cash method taxpayers. 1040 ez state tax form , Cash method. 1040 ez state tax form , When To Deduct Investment Interest Reporting options for savings bond interest, Reporting options for cash method taxpayers. 1040 ez state tax form Cash-settled options, Cash-settled options. 1040 ez state tax form Casualty losses, Ordinary loss or casualty loss. 1040 ez state tax form CDOs (Collateralized debt obligations), Collateralized Debt Obligations (CDOs) Certificates of deposit (CDs), Certificates of Deposit (CDs) Children Alaska Permanent Fund dividends, Child's Alaska Permanent Fund dividends. 1040 ez state tax form Capital gain distributions, Child's capital gain distributions. 1040 ez state tax form Custodian account for, Custodian account for your child. 1040 ez state tax form Gifts to, Income from property given to a child. 1040 ez state tax form Investment income of, Tax on unearned income of certain children. 1040 ez state tax form , Investment income of child reported on parent's return. 1040 ez state tax form Qualified dividends, Child's qualified dividends. 1040 ez state tax form Savings account with parent as trustee, Savings account with parent as trustee. 1040 ez state tax form U. 1040 ez state tax form S. 1040 ez state tax form savings bond owner, Child as only owner. 1040 ez state tax form Clerical help, Clerical help and office rent. 1040 ez state tax form Co-owners of U. 1040 ez state tax form S. 1040 ez state tax form savings bonds, Co-owners. 1040 ez state tax form Collateralized debt obligations (CDOs), Collateralized Debt Obligations (CDOs) Collectibles, Collectibles gain or loss. 1040 ez state tax form Commissions, Commissions and load charges. 1040 ez state tax form Commodity futures, Commodity Futures, Commodity futures. 1040 ez state tax form Community property U. 1040 ez state tax form S. 1040 ez state tax form savings bonds, Community property. 1040 ez state tax form Constructive ownership transactions, Constructive ownership of stock. 1040 ez state tax form , Gains From Certain Constructive Ownership Transactions Constructive receipt, Constructive receipt. 1040 ez state tax form Constructive sales, Constructive Sales of Appreciated Financial Positions Contractors, insolvency of, Insolvency of contractor. 1040 ez state tax form Conversion transactions, Conversion Transactions Convertible stocks and bonds, Convertible stocks and bonds. 1040 ez state tax form Cooperatives, sales of stock to, Sales of Stock to ESOPs or Certain Cooperatives Corporate distributions, Dividends and Other Distributions Capital gain, Capital gain distributions. 1040 ez state tax form , Child's capital gain distributions. 1040 ez state tax form , Capital gain distributions received. 1040 ez state tax form Constructive, Constructive distributions. 1040 ez state tax form Dividends (see Dividends) Fractional shares, Fractional shares. 1040 ez state tax form Liquidating, Liquidating Distributions, Liquidating distributions. 1040 ez state tax form Nondividend, Nondividend Distributions, Nondividend distributions. 1040 ez state tax form Return of capital, Basis adjustment. 1040 ez state tax form Stock rights, Distributions of Stock and Stock Rights Undistributed capital gains, Undistributed capital gains of mutual funds and REITs. 1040 ez state tax form Corporate reorganizations, Corporate reorganizations. 1040 ez state tax form Cost basis, Cost Basis, Cost Basis Coupon bonds, Coupon bonds. 1040 ez state tax form D Day traders, Special Rules for Traders in Securities Dealer equity options, Dealer equity option. 1040 ez state tax form Dealer securities futures contracts, Dealer securities futures contract. 1040 ez state tax form Debt instruments, retirement of, Retirement of debt instrument. 1040 ez state tax form Decedents, Appreciated property you gave the decedent. 1040 ez state tax form , Decedent's capital loss. 1040 ez state tax form U. 1040 ez state tax form S. 1040 ez state tax form savings bond interest, reporting of, Decedents. 1040 ez state tax form Demutualization, Demutualization of Life Insurance Companies Deposits, loss on, Deposit in Insolvent or Bankrupt Financial Institution Discount on debt instruments, Discount on Debt Instruments Certificates of deposit, Certificates of Deposit (CDs) Election to report all interest as OID, Election To Report All Interest as OID Face-amount certificates, Face-Amount Certificates Gain or loss treatment, Discounted Debt Instruments Inflation-indexed, Inflation-Indexed Debt Instruments Market discount bonds (see Market discount bonds) Original issue discount (see Original issue discount (OID)) Short-term obligations, Discount on Short-Term Obligations, Short-term government obligations. 1040 ez state tax form Stripped bonds and coupons, Stripped Bonds and Coupons Discounted debt instruments, Discount on Debt Instruments Discounted tax-exempt obligations, Discounted tax-exempt obligations. 1040 ez state tax form Dividends, Dividends and Other Distributions, Form 1099-DIV. 1040 ez state tax form (see also Form 1099-DIV) Alaska Permanent Fund, Alaska Permanent Fund dividends. 1040 ez state tax form , Child's Alaska Permanent Fund dividends. 1040 ez state tax form Exempt-interest, Exempt-interest dividends. 1040 ez state tax form , Exempt-interest dividends. 1040 ez state tax form , Exempt-interest dividends on mutual fund stock. 1040 ez state tax form Extraordinary, Extraordinary dividends. 1040 ez state tax form Holding period, Holding period. 1040 ez state tax form Insurance policies, Dividends on insurance policies. 1040 ez state tax form Money market funds, Money Market Funds Nominees, Nominees. 1040 ez state tax form , Nominees. 1040 ez state tax form Ordinary, Ordinary Dividends Patronage, Patronage dividends. 1040 ez state tax form Payments in lieu of, Payments in lieu of dividends. 1040 ez state tax form Qualified, Qualified Dividends, Qualified dividends. 1040 ez state tax form , Child's qualified dividends. 1040 ez state tax form Qualified foreign corporation, Qualified foreign corporation. 1040 ez state tax form Received in January, Dividends received in January. 1040 ez state tax form Reinvestment of, Reinvested distributions. 1040 ez state tax form Reinvestment plans, Dividends Used To Buy More Stock, Automatic investment service and dividend reinvestment plans. 1040 ez state tax form , Dividend reinvestment plans. 1040 ez state tax form Reporting requirements, Form 1099-DIV. 1040 ez state tax form , How To Report Dividend Income, Stripped Preferred Stock Restricted stock, Dividends received on restricted stock. 1040 ez state tax form Sale or trade vs. 1040 ez state tax form , Dividend versus sale or trade. 1040 ez state tax form Scrip, Scrip dividends. 1040 ez state tax form Sold stock, Dividends on stock sold. 1040 ez state tax form Stock, Stock dividends. 1040 ez state tax form , Stock dividends. 1040 ez state tax form Underreported, Underreported interest and dividends. 1040 ez state tax form Veterans' insurance, Interest on VA dividends. 1040 ez state tax form , Dividends on veterans' insurance. 1040 ez state tax form Divorce, Property Received From Your Spouse, Transfers Between Spouses E Education Savings Bond Program, Education Savings Bond Program Interest excluded under, Interest excluded under the Education Savings Bond Program. 1040 ez state tax form Recordkeeping requirements, Education Savings Bond Program Employee stock options, Reminders Employee stock ownership plans (ESOPs), sales of stock to, Sales of Stock to ESOPs or Certain Cooperatives Employer identification numbers (EINs), Identifying number. 1040 ez state tax form Empowerment zone, Exclusion of Gain From DC Zone Assets Endowment contracts, Single-premium life insurance, endowment, and annuity contracts. 1040 ez state tax form Enterprise zone facility bonds, Enterprise zone facility bonds. 1040 ez state tax form Equity option, Equity option. 1040 ez state tax form Estate income received by beneficiary, Beneficiary of an estate or trust. 1040 ez state tax form Exchanges of mutual fund shares, Exchange of Shares In One Mutual Fund For Shares In Another Mutual Fund Exclusion of gain DC zone assets, Exclusion of Gain From DC Zone Assets Exempt-interest dividends on mutual fund stock, Exempt-interest dividends on mutual fund stock. 1040 ez state tax form Expenses of producing income, Expenses of Producing Income F Face-amount certificates, Face-Amount Certificates Fair market value, Fair market value. 1040 ez state tax form , Fair market value less than donor's adjusted basis. 1040 ez state tax form , Fair market value. 1040 ez state tax form Federal guarantee on bonds, Federally guaranteed bonds. 1040 ez state tax form Fees to buy or sell, Fees to buy or sell. 1040 ez state tax form Financial asset securitization investment trusts (FASITs), FASITs First-in first-out (FIFO), First-in first-out (FIFO). 1040 ez state tax form Foreign currency transactions, Foreign currency contract. 1040 ez state tax form Foreign income, Reminders Form 1040, Form 1040. 1040 ez state tax form , Form 1040A or Form 1040. 1040 ez state tax form Form 1040, Schedule B, Schedule B (Form 1040A or 1040). 1040 ez state tax form Form 1040, Schedule D, How to report gain. 1040 ez state tax form Form 1040A, Form 1040A. 1040 ez state tax form Form 1040X, Filing a claim for refund. 1040 ez state tax form Form 1041, Filing requirement. 1040 ez state tax form Form 1065, Filing requirement. 1040 ez state tax form Schedule K-1, Schedule K-1 (Form 1065). 1040 ez state tax form Form 1066, Schedule Q, Schedule Q (Form 1066). 1040 ez state tax form , Investment expenses from pass-through entities. 1040 ez state tax form Form 1096, File Form 1099-INT with the IRS. 1040 ez state tax form , File Form 1099-DIV with the IRS. 1040 ez state tax form , File Form 1099-B or Form 1099-S with the IRS. 1040 ez state tax form Form 1099-B, Form 1099-B. 1040 ez state tax form , Form 1099-B transactions. 1040 ez state tax form , File Form 1099-B or Form 1099-S with the IRS. 1040 ez state tax form Form 1099-CAP, Form 1099-CAP transactions. 1040 ez state tax form Form 1099-DIV, General Information, Form 1099-DIV. 1040 ez state tax form , Form 1099-DIV. 1040 ez state tax form , File Form 1099-DIV with the IRS. 1040 ez state tax form Form 1099-INT, General Information, Form 1099-INT. 1040 ez state tax form , Form 1099-INT for U. 1040 ez state tax form S. 1040 ez state tax form savings bond interest. 1040 ez state tax form , Form 1099-INT. 1040 ez state tax form , File Form 1099-INT with the IRS. 1040 ez state tax form , Forms 1099-INT and 1099-OID. 1040 ez state tax form , Forms 1099-INT and 1099-OID. 1040 ez state tax form Form 1099-MISC, Form 1099-MISC. 1040 ez state tax form , Reporting Substitute Payments Form 1099-OID, Form 1099-OID. 1040 ez state tax form , Form 1099-OID, Form 1099-OID. 1040 ez state tax form , Forms 1099-INT and 1099-OID. 1040 ez state tax form , Forms 1099-INT and 1099-OID. 1040 ez state tax form Form 1099-S, Form 1099-S transactions. 1040 ez state tax form , File Form 1099-B or Form 1099-S with the IRS. 1040 ez state tax form Form 1120, Filing requirement. 1040 ez state tax form Form 2439, Undistributed capital gains of mutual funds and REITs. 1040 ez state tax form Form 3115, Change from method 2. 1040 ez state tax form , Choosing To Amortize, How To Make the Mark-to-Market Election Form 4684, Ordinary loss or casualty loss. 1040 ez state tax form Form 4797, How to report. 1040 ez state tax form , Losses on Section 1244 (Small Business) Stock, How to report. 1040 ez state tax form Form 4952, Form 4952 Form 6198, At-risk rules. 1040 ez state tax form Form 6781, Form 6781. 1040 ez state tax form , How to report. 1040 ez state tax form , How To Report Gains and Losses (Form 6781), Section 1256 contracts and straddles. 1040 ez state tax form Form 8275, Negligence or disregard of rules or regulations. 1040 ez state tax form Form 8275-R, Negligence or disregard of rules or regulations. 1040 ez state tax form Form 8582, Form 8582. 1040 ez state tax form Form 8615, Tax on unearned income of certain children. 1040 ez state tax form Form 8815, Form 8815. 1040 ez state tax form , Figuring the interest part of the proceeds (Form 8815, line 6). 1040 ez state tax form , Interest excluded under the Education Savings Bond Program. 1040 ez state tax form Form 8824, How to report. 1040 ez state tax form Form 8832, Clubs formed before 1997. 1040 ez state tax form Form 8886, Reportable Transaction Disclosure Statement, Negligence or disregard of rules or regulations. 1040 ez state tax form Form 8949 Bad debts, How to report bad debts. 1040 ez state tax form Basis adjustment, Basis adjustment. 1040 ez state tax form Capital Gains, Reporting Capital Gains and Losses Capital Losses, Reporting Capital Gains and Losses Cooperative, sale to certain, Sales of Stock to ESOPs or Certain Cooperatives Copyrights in musical works, Capital asset treatment for self-created musical works. 1040 ez state tax form Employee stock ownership plan, sale to, Sales of Stock to ESOPs or Certain Cooperatives Empowerment Zone Assets, Exclusion of Gain From DC Zone Assets Exempt-interest dividends, Exempt-interest dividends on mutual fund stock. 1040 ez state tax form Form 1099-B, Form 1099-B. 1040 ez state tax form , Form 1099-B transactions. 1040 ez state tax form Form 1099-CAP, Form 1099-CAP transactions. 1040 ez state tax form Form 1099-S, Form 1099-S transactions. 1040 ez state tax form Fractional shares, Fractional shares. 1040 ez state tax form Gain, qualified small business stock, How to report gain. 1040 ez state tax form How to fill in, generally, Reporting Capital Gains and Losses Long-term gains and losses, Long-term gains and losses. 1040 ez state tax form Marked-to-market election, Mark-to-market election made. 1040 ez state tax form Market discount bonds, Market discount bonds. 1040 ez state tax form , Market discount bonds. 1040 ez state tax form Musical compositions, Capital asset treatment for self-created musical works. 1040 ez state tax form Nominees, Nominees. 1040 ez state tax form Nonbusiness bad debt, Nonbusiness bad debt. 1040 ez state tax form Nondividend distributions, Nondividend distributions. 1040 ez state tax form Option, How to report. 1040 ez state tax form Property bought at various times, Sale of property bought at various times. 1040 ez state tax form Rollover, publicly traded securities, Rollover of Gain From Publicly Traded Securities Rollover, qualified small business stock, How to report gain. 1040 ez state tax form Sale expenses, Sale expenses. 1040 ez state tax form Short-term gains and losses, Short-term gains and losses. 1040 ez state tax form Software, Stocks and Bonds Worthless securities, How to report loss. 1040 ez state tax form Form SS-4, Identifying number. 1040 ez state tax form Form W-8BEN, Nonresident aliens. 1040 ez state tax form Form W-9, Certification. 1040 ez state tax form Fractional shares, Fractional shares. 1040 ez state tax form , Automatic investment service. 1040 ez state tax form Free tax services, Free help with your tax return. 1040 ez state tax form Frozen deposits, Interest income on frozen deposits. 1040 ez state tax form , Frozen deposits. 1040 ez state tax form Futures contracts Regulated, Regulated futures contract. 1040 ez state tax form Securities, Securities futures contract. 1040 ez state tax form , Securities futures contract to sell. 1040 ez state tax form , Securities Futures Contracts Futures, commodity, Commodity Futures, Commodity futures. 1040 ez state tax form Wash sales, Options and futures contracts. 1040 ez state tax form G Gains on qualified small business stock, Gains on Qualified Small Business Stock Gains on sales or trades, How To Figure Gain or Loss, Gain on Sale or Trade of Depreciable Property, Property received from a related party. 1040 ez state tax form (see also Capital gains and losses) Gifts, What's New, Income from property given to a child. 1040 ez state tax form , Property Received as a Gift, Property received as a gift. 1040 ez state tax form Gifts of shares, Shares received as gift. 1040 ez state tax form Government obligations, Government obligations. 1040 ez state tax form H Hedging transactions, Hedging exception. 1040 ez state tax form , Hedging Transactions, Hedging transaction. 1040 ez state tax form Help (see Tax help) Holding period Investment property, Holding Period Replacement stock, Holding period of replacement stock. 1040 ez state tax form Shares acquired by reinvestment, Reinvested distributions. 1040 ez state tax form Straddles, Holding Period and Loss Treatment Rules I Income from sources outside U. 1040 ez state tax form S. 1040 ez state tax form , Reminders Income tax treaties (Table 1-3), Qualified Dividends Indian tribal government, Indian tribal government. 1040 ez state tax form Individual retirement arrangements (IRAs) Interest income, Individual retirement arrangements (IRAs). 1040 ez state tax form Inflation-indexed debt instruments, Inflation-Indexed Debt Instruments, Stripped inflation-indexed debt instruments. 1040 ez state tax form Inherited property Basis, Property Received as Inheritance Holding period, Inherited property. 1040 ez state tax form Transfer by inheritance, Transfer by inheritance. 1040 ez state tax form Insolvency of contractors, Insolvency of contractor. 1040 ez state tax form Installment sales, Installment sales. 1040 ez state tax form Insurance Borrowing on, Borrowing on insurance. 1040 ez state tax form Dividends, interest on, Interest on insurance dividends. 1040 ez state tax form , Dividends on insurance policies. 1040 ez state tax form Interest option on, Interest option on insurance. 1040 ez state tax form Life insurance companies, demutualization, Demutualization of Life Insurance Companies Life, paid to beneficiary, Insurance Prepaid premiums, Prepaid insurance premiums. 1040 ez state tax form Single-premium life, Single-premium life insurance, endowment, and annuity contracts. 1040 ez state tax form Trades, Insurance Policies and Annuities Veterans' dividends, interest on, Interest on VA dividends. 1040 ez state tax form , Dividends on veterans' insurance. 1040 ez state tax form Interest expenses Allocation of, Allocation of Interest Expense Investment interest, Investment Interest Limit on, Limit on interest deduction for market discount bonds. 1040 ez state tax form , Limit on Deduction When to deduct, When To Deduct Investment Interest Margin accounts, Interest on margin accounts. 1040 ez state tax form Paid in advance, Interest paid in advance. 1040 ez state tax form Straddles, Interest expense and carrying charges on straddles. 1040 ez state tax form Interest income, Interest Income Annuity contracts, Interest on annuity contract. 1040 ez state tax form Bonds traded flat, Bonds traded flat. 1040 ez state tax form Certificates of deposits, Certificates of deposit and other deferred interest accounts. 1040 ez state tax form Condemnation awards, Interest on condemnation award. 1040 ez state tax form Deferred interest accounts, Certificates of deposit and other deferred interest accounts. 1040 ez state tax form Dividends on deposit or share accounts, Dividends that are actually interest. 1040 ez state tax form Frozen deposits, Interest income on frozen deposits. 1040 ez state tax form , Frozen deposits. 1040 ez state tax form Gift for opening account, Gift for opening account. 1040 ez state tax form Individual retirement arrangements (IRAs), Individual retirement arrangements (IRAs). 1040 ez state tax form Installment sale payments, Installment sale payments. 1040 ez state tax form Insurance dividends, Interest on insurance dividends. 1040 ez state tax form Money market funds, Money market funds. 1040 ez state tax form Nominee distributions, Nominees. 1040 ez state tax form Prepaid insurance premiums, Prepaid insurance premiums. 1040 ez state tax form Reporting, When To Report Interest Income, Penalty on early withdrawal of savings. 1040 ez state tax form Seller-financed mortgage, Form 1040A. 1040 ez state tax form , Interest on seller-financed mortgage. 1040 ez state tax form Tax refunds, Interest on tax refunds. 1040 ez state tax form Tax-exempt, Tax-Exempt Interest, Reporting tax-exempt interest. 1040 ez state tax form Taxable, Taxable Interest — General, Bonds traded flat. 1040 ez state tax form , Taxation of interest. 1040 ez state tax form , Taxable Interest U. 1040 ez state tax form S. 1040 ez state tax form savings bonds, person responsible for tax (Table 1-2), Table 1-2. 1040 ez state tax form Who Pays the Tax on U. 1040 ez state tax form S. 1040 ez state tax form Savings Bond Interest Underreported, Underreported interest and dividends. 1040 ez state tax form Unstated, Unstated interest. 1040 ez state tax form Usurious interest, Usurious interest. 1040 ez state tax form VA insurance dividends, Interest on VA dividends. 1040 ez state tax form Investment clubs, Investment Clubs, Filing requirement. 1040 ez state tax form Investment counsel and advice, Investment counsel and advice. 1040 ez state tax form Investment expenses, Investment Expenses Allocated, Allocated investment expenses. 1040 ez state tax form At-risk rules, At-risk rules. 1040 ez state tax form Deductible, Expenses of Producing Income Interest, Investment interest deducted. 1040 ez state tax form Limits on deductions, Limits on Deductions Nondeductible, Nondeductible Expenses Pass-through entities, Investment expenses from pass-through entities. 1040 ez state tax form Reporting requirements, How To Report Investment Expenses Investment income, Investment Income Children, Tax on unearned income of certain children. 1040 ez state tax form , Investment income of child reported on parent's return. 1040 ez state tax form General Information, General Information Net income, Net Investment Income Records to keep, General Information Reporting of (Table 1-1), Table 1-1. 1040 ez state tax form Where To Report Common Types of Investment Income Investment property, Investment property. 1040 ez state tax form Basis, Basis of Investment Property Definition, Investment property. 1040 ez state tax form Gain or loss treatment, Investment property. 1040 ez state tax form Gift, received as, Property Received as a Gift Holding period, Holding Period Liquidation, received in, Investment property received in liquidation. 1040 ez state tax form Nontaxable trades, received in, Property Received in Nontaxable Trades Sales and trades, Sales and Trades of Investment Property Services, received for, Property Received for Services Spouse, received from, Property Received From Your Spouse Taxable trades, received in, Property Received in Taxable Trades J Joint accounts, Joint accounts. 1040 ez state tax form Joint and separate returns, Joint return. 1040 ez state tax form , Joint and separate returns. 1040 ez state tax form L Life insurance companies demutualization, Demutualization of Life Insurance Companies Like-kind exchanges, Like-Kind Exchanges, Like-Kind Exchanges Basis of property received, Basis of property received. 1040 ez state tax form Reporting requirements, How to report. 1040 ez state tax form Liquidating distributions, Liquidating Distributions, Investment property received in liquidation. 1040 ez state tax form Listed options, Listed option. 1040 ez state tax form Load charges, Commissions and load charges. 1040 ez state tax form Loans Below-market, Below-Market Loans, Effective dates. 1040 ez state tax form Gift and demand, Gift and demand loans. 1040 ez state tax form Guarantees, Loan guarantees. 1040 ez state tax form Term, Term loans. 1040 ez state tax form Local government obligations (see State or local government obligations) Long-term capital gains and losses, Short-Term or Long-Term Capital Gain or Loss, Long-term gains and losses. 1040 ez state tax form Long-term debt instruments, Long-term debt instruments issued after 1954 and before May 28, 1969 (or before July 2, 1982, if a government instrument). 1040 ez state tax form Losses on sales or trades, Property received from a related party. 1040 ez state tax form (see also Capital gains and losses) Amount calculation, How To Figure Gain or Loss Carryback election, Loss carryback election. 1040 ez state tax form , Loss carryback election. 1040 ez state tax form Mutual fund or REIT stock held 6 months or less, Loss on mutual fund or REIT stock held 6 months or less. 1040 ez state tax form Passive activities, Passive activity losses. 1040 ez state tax form , Passive activity losses. 1040 ez state tax form , Passive activity losses and credits. 1040 ez state tax form , Losses from passive activities. 1040 ez state tax form Related parties, Losses on Sales or Trades of Property Section 1244 (small business) stock, Losses on Section 1244 (Small Business) Stock Small business investment company stock, Losses on Small Business Investment Company Stock Wash sales, Coordination of Loss Deferral Rules and Wash Sale Rules M Mark-to-market election, Mark-to-market election made. 1040 ez state tax form Marked-to-market rules, Marked-to-Market Rules, Mark-to-market election made. 1040 ez state tax form Market discount bonds, Market discount. 1040 ez state tax form , Market Discount Bonds, Partial principal payments. 1040 ez state tax form , Limit on interest deduction for market discount bonds. 1040 ez state tax form , Market discount on bonds. 1040 ez state tax form , Market discount bonds. 1040 ez state tax form , Market discount bonds. 1040 ez state tax form Accrued market discount, Accrued market discount. 1040 ez state tax form Maximum rate of capital gains (Table 4-4), Table 4-4. 1040 ez state tax form What Is Your Maximum Capital Gain Rate? Mechanics' and suppliers' liens, Mechanics' and suppliers' liens. 1040 ez state tax form Meetings, expenses of attending, Stockholders' meetings. 1040 ez state tax form Missing children, photographs of, Reminders Mixed straddles, Mixed straddles. 1040 ez state tax form , Mixed straddles. 1040 ez state tax form Money market funds, Money Market Funds Interest income, Money market funds. 1040 ez state tax form Mortgages Revenue bonds, Mortgage revenue bonds. 1040 ez state tax form Secondary liability on home, Secondary liability on home mortgage. 1040 ez state tax form Seller-financed, Interest on seller-financed mortgage. 1040 ez state tax form Municipal bonds, State or Local Government Obligations, Reporting tax-exempt interest. 1040 ez state tax form , Tax-exempt state and local government bonds. 1040 ez state tax form (see also State or local government obligations) Mutual funds, Capital Gain Distributions, Other income (nonpassive income). 1040 ez state tax form , Choosing to include net capital gain. 1040 ez state tax form , Including mutual fund or REMIC expenses in income. 1040 ez state tax form , Shares in a mutual fund or REIT. 1040 ez state tax form , Special Rules for Mutual Funds, Loss on mutual fund or REIT stock held 6 months or less. 1040 ez state tax form Individual retirement arrangements (IRAs), Qualified retirement plans and IRAs. 1040 ez state tax form publicly offered, Publicly-offered mutual funds. 1040 ez state tax form N Net Investment Income Tax, What's New, Net investment income tax (NIIT). 1040 ez state tax form New York Liberty bonds, New York Liberty bonds. 1040 ez state tax form NIIT, What's New, Net investment income tax (NIIT). 1040 ez state tax form Nominee distributions Dividends, Nominees. 1040 ez state tax form , Nominees. 1040 ez state tax form Interest income, Nominees. 1040 ez state tax form , Nominee distributions. 1040 ez state tax form Original issue discount, Nominee. 1040 ez state tax form Nonbusiness bad debts, Nonbusiness bad debt. 1040 ez state tax form , Nonbusiness Bad Debts Noncapital assets, Capital Assets and Noncapital Assets Nondeductible investment expenses, Nondeductible Expenses Nondividend distributions, Nondividend Distributions Nonequity options, Nonequity option. 1040 ez state tax form Nonqualified preferred stock, Nonqualified preferred stock. 1040 ez state tax form Nonresident aliens Backup withholding, Nonresident aliens. 1040 ez state tax form Nontaxable return of capital, Basis adjustment. 1040 ez state tax form Nontaxable stock rights, Nontaxable stock rights. 1040 ez state tax form Nontaxable trades, Nontaxable Trades, Nontaxable trades. 1040 ez state tax form Notes Individuals, bought at discount, Notes of individuals. 1040 ez state tax form U. 1040 ez state tax form S. 1040 ez state tax form Treasury (see U. 1040 ez state tax form S. 1040 ez state tax form Treasury bills, notes, and bonds) O Office expenses, Clerical help and office rent. 1040 ez state tax form Options, Options Calls and puts, Puts and Calls Cash settlement, Cash-settled options. 1040 ez state tax form , Cash settlement option. 1040 ez state tax form Dealer equity, Dealer equity option. 1040 ez state tax form Deep-in-the-money, Qualified covered call options and optioned stock. 1040 ez state tax form Employee stock, Reminders Equity, Equity option. 1040 ez state tax form Gain or loss, Options, Qualified covered call options and optioned stock. 1040 ez state tax form Holding period, Option exercised. 1040 ez state tax form Listed, Listed option. 1040 ez state tax form Nonequity, Nonequity option. 1040 ez state tax form Qualified covered call, Qualified covered call options and optioned stock. 1040 ez state tax form Reporting requirements, How to report. 1040 ez state tax form Section 1256 contracts, Section 1256 Contracts Marked to Market, Section 1256 contract options. 1040 ez state tax form Wash sales, Options and futures contracts. 1040 ez state tax form Ordinary gains and losses, Capital or Ordinary Gain or Loss, Ordinary loss or casualty loss. 1040 ez state tax form Original issue discount (OID), Original issue discount. 1040 ez state tax form , Original Issue Discount (OID), Stripped tax-exempt obligations. 1040 ez state tax form , Original issue discount (OID) on debt instruments. 1040 ez state tax form Adjustment to, Original issue discount (OID) adjustment. 1040 ez state tax form Reporting requirements, Exceptions to reporting OID. 1040 ez state tax form , Form 1099-OID Rules, Applying the OID Rules P Pass-through entities Rollover of gain, Pass-through entity. 1040 ez state tax form Passive activities Gains and losses, Passive activity losses. 1040 ez state tax form , Passive activity losses. 1040 ez state tax form , Passive activity losses and credits. 1040 ez state tax form , Losses from passive activities. 1040 ez state tax form , Passive activity gains and losses. 1040 ez state tax form Patronage dividends, Patronage dividends. 1040 ez state tax form Penalties Accuracy-related, Accuracy-related penalty. 1040 ez state tax form , Accuracy-related penalties. 1040 ez state tax form Backup withholding, Penalties. 1040 ez state tax form Civil fraud, Civil fraud penalty. 1040 ez state tax form Early withdrawal, Interest subject to penalty for early withdrawal. 1040 ez state tax form , Penalty on early withdrawal of savings. 1040 ez state tax form Failure to pay tax, Failure to pay tax. 1040 ez state tax form Failure to supply SSN, Penalty for failure to supply SSN. 1040 ez state tax form Substantial understatement, Substantial understatement of tax. 1040 ez state tax form Valuation misstatement, Substantial valuation misstatement. 1040 ez state tax form Political parties Debts owed by, Debts owed by political parties. 1040 ez state tax form Preferred stock Nonqualified, Nonqualified preferred stock. 1040 ez state tax form Redeemable at a premium, Preferred stock redeemable at a premium. 1040 ez state tax form Stripped, Stripped Preferred Stock Premiums on bonds, Bond premium. 1040 ez state tax form , Premiums on bonds. 1040 ez state tax form Private activity bonds, Private activity bonds. 1040 ez state tax form Public utility stock reinvestment, Public utilities. 1040 ez state tax form Publications (see Tax help) Puts and calls, Puts and Calls Table 4-3, Table 4-3. 1040 ez state tax form Puts and Calls Q Qualified dividends, Qualified dividends. 1040 ez state tax form Qualified small business stock, Qualified small business stock. 1040 ez state tax form , Qualified small business stock. 1040 ez state tax form , Gains on Qualified Small Business Stock Gains on, Gains on Qualified Small Business Stock R Real estate investment trusts (REITs), Undistributed capital gains of mutual funds and REITs. 1040 ez state tax form , Shares in a mutual fund or REIT. 1040 ez state tax form , Loss on mutual fund or REIT stock held 6 months or less. 1040 ez state tax form Real estate mortgage investment conduits (REMICs), REMICs, Expenses. 1040 ez state tax form , Including mutual fund or REMIC expenses in income. 1040 ez state tax form Regular interest, Regular Interest Residual interest, Residual Interest, Residual interests in a REMIC. 1040 ez state tax form Recordkeeping requirements Education Savings Bond Program, Education Savings Bond Program Investment income, General Information Small business stock, Losses on Section 1244 (Small Business) Stock Redemption of stock, Redemption of stock. 1040 ez state tax form Redemption or retirement of bonds, Redemption or retirement of bonds. 1040 ez state tax form Regulated futures contract, Regulated futures contract. 1040 ez state tax form Reinvestment rights, Commissions and load charges. 1040 ez state tax form REITs (see Real estate investment trusts (REITs)) Related party transactions, Unpaid expenses owed to related party. 1040 ez state tax form , Related Party Transactions, Property received from a related party. 1040 ez state tax form Related persons, Related persons. 1040 ez state tax form REMICs (see Real estate mortgage investment conduits (REMICs)) Reorganizations, corporate, Corporate reorganizations. 1040 ez state tax form Reporting requirements Bad debts, How to report bad debts. 1040 ez state tax form Bond premium amortization, How To Report Amortization Capital gains and losses, How To Report Gains and Losses (Form 6781), How to report gain. 1040 ez state tax form , Reporting Capital Gains and Losses Dividend income, How To Report Dividend Income Exempt-interest dividends, Information reporting requirement. 1040 ez state tax form Interest on U. 1040 ez state tax form S. 1040 ez state tax form savings bonds, Reporting options for cash method taxpayers. 1040 ez state tax form , Choice to report interest each year. 1040 ez state tax form Investment expenses, How To Report Investment Expenses Like-kind exchanges, How to report. 1040 ez state tax form Options, How to report. 1040 ez state tax form Original issue discount, Form 1099-OID S corporation income, deductions, and credits, Reporting S corporation income, deductions, and credits. 1040 ez state tax form Section 1256 contracts, How To Report State or local government obligations, Information reporting requirement. 1040 ez state tax form Straddles, Section 1256 contracts and straddles. 1040 ez state tax form Substitute payments, Reporting Substitute Payments Tax-exempt interest income, Reporting tax-exempt interest. 1040 ez state tax form Trades, How To Report Repossession of real property, Real property repossessed. 1040 ez state tax form Restricted property, Restricted property. 1040 ez state tax form Restricted stock, Dividends received on restricted stock. 1040 ez state tax form Retirement of debt instrument, Retirement of debt instrument. 1040 ez state tax form Return of capital (see Nondividend distributions) Revocable trust, trustee's commissions for, Trustee's commissions for revocable trust. 1040 ez state tax form Rollover of gain from sale Securities, Rollover of Gain From Publicly Traded Securities, Rollover of Gain S S corporations, S Corporations, S corporation stock. 1040 ez state tax form Safe deposit box, Safe deposit box rent. 1040 ez state tax form Sales and trades of investment property, Sales and Trades of Investment Property Definition, What Is a Sale or Trade? Savings bonds (see U. 1040 ez state tax form S. 1040 ez state tax form savings bonds) SBIC stock (see Small business investment company stock) Scrip dividends, Scrip dividends. 1040 ez state tax form Section 1202 gain, Section 1202 Exclusion, Gain on qualified small business stock. 1040 ez state tax form Section 1244 stock, Losses on Section 1244 (Small Business) Stock Section 1250 gain, Unrecaptured section 1250 gain. 1040 ez state tax form Section 1256 contracts, Section 1256 Contracts Marked to Market, Section 1256 contracts. 1040 ez state tax form , Section 1256 contract options. 1040 ez state tax form , Section 1256 contracts and straddles. 1040 ez state tax form Net gain on, Net section 1256 contracts gain. 1040 ez state tax form Net loss on, Net section 1256 contracts loss. 1040 ez state tax form Reporting requirements, How To Report Securities Holding period, Holding Period Installment sales, Installment sales. 1040 ez state tax form Lost, stolen, etc. 1040 ez state tax form , cost of replacing, Cost of replacing missing securities. 1040 ez state tax form Rollover of gain from sale, Rollover of Gain From Publicly Traded Securities, Rollover of Gain Traders in, Special Rules for Traders in Securities Worthless, Worthless Securities, Worthless securities. 1040 ez state tax form Securities futures contracts, Dealer securities futures contract. 1040 ez state tax form , Securities futures contract. 1040 ez state tax form , Securities Futures Contracts Self-employment income, Self-Employment Income Self-employment tax, Self-employment tax. 1040 ez state tax form Seller-financed mortgages, Interest on seller-financed mortgage. 1040 ez state tax form Short sales, Short Sales, Extraordinary dividends. 1040 ez state tax form Adjusted basis, Short sales. 1040 ez state tax form Expenses of, Short-sale expenses. 1040 ez state tax form Extraordinary dividends, Extraordinary dividends. 1040 ez state tax form Puts, Put option as short sale. 1040 ez state tax form Small business investment company stock, Short sale. 1040 ez state tax form Short-term capital gains and losses, Short-Term or Long-Term Capital Gain or Loss, Short-term gains and losses. 1040 ez state tax form Short-term obligations, Discount on Short-Term Obligations, Choosing to include accrued discount and other interest in current income. 1040 ez state tax form , Acquisition discount on short-term obligations. 1040 ez state tax form , Short-term government obligations. 1040 ez state tax form Interest deduction, limit on, Limit on interest deduction for short-term obligations. 1040 ez state tax form Sixty/forty (60/40) rule, 60/40 rule. 1040 ez state tax form Small business investment company stock, Losses on Small Business Investment Company Stock, SSBIC stock. 1040 ez state tax form Reporting requirements, How to report. 1040 ez state tax form Small business stock, Qualified small business stock. 1040 ez state tax form , Losses on Section 1244 (Small Business) Stock, Qualified small business stock. 1040 ez state tax form , Gains on Qualified Small Business Stock Social security number (SSN) Custodial accounts, Custodian account for your child. 1040 ez state tax form Joint accounts, SSN for joint account. 1040 ez state tax form Requirement to give, Social security number (SSN). 1040 ez state tax form Specialized small business investment company stock, Specialized small business investment company stock or partnership interest. 1040 ez state tax form , SSBIC stock. 1040 ez state tax form Spouses Transfers between, Property Received From Your Spouse, Transfers Between Spouses (see also Related party transactions) State or local government obligations, State or Local Government Obligations, Taxable Interest Market discount bonds (see Market discount bonds) Private activity bonds, Private activity bonds. 1040 ez state tax form Registration requirement, Registration requirement. 1040 ez state tax form Tax-exempt interest, Tax-Exempt Interest Taxable interest, Taxable Interest Stock Basis, Basis adjustment. 1040 ez state tax form , Basis adjustment. 1040 ez state tax form , Basis. 1040 ez state tax form , Stocks and Bonds, Basis of replacement stock. 1040 ez state tax form Capital asset, Stocks, stock rights, and bonds. 1040 ez state tax form Constructive ownership, Constructive ownership of stock. 1040 ez state tax form Convertible, Convertible stocks and bonds. 1040 ez state tax form Corporate, Corporate Stocks Dividends (see Dividends) Fractional shares, Fractional shares. 1040 ez state tax form , Automatic investment service. 1040 ez state tax form Identification, Identifying stock or bonds sold. 1040 ez state tax form Installment sales, Installment sales. 1040 ez state tax form Nonqualified preferred stock, Nonqualified preferred stock. 1040 ez state tax form Options for employees, Reminders Public utility, reinvestment, Public utilities. 1040 ez state tax form Redemption of, Redemption of stock. 1040 ez state tax form Replacement stock, Basis of replacement stock. 1040 ez state tax form Restricted stock, Dividends received on restricted stock. 1040 ez state tax form Rights, Distributions of Stock and Stock Rights, Stock rights. 1040 ez state tax form , Nontaxable stock rights. 1040 ez state tax form S corporations, S corporation stock. 1040 ez state tax form Sales to ESOPs or cooperatives, Sales of Stock to ESOPs or Certain Cooperatives Small business, Qualified small business stock. 1040 ez state tax form , Qualified small business stock. 1040 ez state tax form Specialized small business investment company, Specialized small business investment company stock or partnership interest. 1040 ez state tax form Splits, Stock splits. 1040 ez state tax form Straddles (see Straddles) Stripped preferred stock, Stripped Preferred Stock Surrender of, Surrender of stock. 1040 ez state tax form Trades, Stock for stock of the same corporation. 1040 ez state tax form Trust instruments treated as, Certain trust instruments treated as stock. 1040 ez state tax form Straddles, Straddles, Interest expense and carrying charges relating to mixed straddle account positions. 1040 ez state tax form Holding period, Holding Period and Loss Treatment Rules Interest expense and carrying charges, Interest expense and carrying charges on straddles. 1040 ez state tax form Loss deferral rules, Loss Deferral Rules Mixed, Mixed straddles. 1040 ez state tax form , Mixed straddles. 1040 ez state tax form , Mixed Straddle Elections Reporting requirements, Section 1256 contracts and straddles. 1040 ez state tax form Stripped bonds and coupons, Stripped bonds or coupons. 1040 ez state tax form , Stripped Bonds and Coupons, Stripped tax-exempt obligation. 1040 ez state tax form Stripped preferred stock, Stripped Preferred Stock Substitute payments, Reporting Substitute Payments T Tables Capital gains maximum rate (Table 4-4), Table 4-4. 1040 ez state tax form What Is Your Maximum Capital Gain Rate? Income tax treaties (Table 1-3), Qualified Dividends Investment income, reporting of (Table 1-1), Table 1-1. 1040 ez state tax form Where To Report Common Types of Investment Income Puts and calls (Table 4-3), Table 4-3. 1040 ez state tax form Puts and Calls U. 1040 ez state tax form S. 1040 ez state tax form savings bonds, person responsible for tax (Table 1-2), Table 1-2. 1040 ez state tax form Who Pays the Tax on U. 1040 ez state tax form S. 1040 ez state tax form Savings Bond Interest Tax credit bonds, Tax credit bonds. 1040 ez state tax form Tax help, How To Get Tax Help Tax rates, What's New Capital gain and losses, Capital Gain Tax Rates Tax refunds Interest on, Interest on tax refunds. 1040 ez state tax form Tax shelters, Tax Shelters and Other Reportable Transactions, Whether To Invest Penalties, Penalties Reporting requirements, Investor Reporting Rules to curb abuse, Rules To Curb Abusive Tax Shelters Tax-exempt bonds, Tax-exempt state and local government bonds. 1040 ez state tax form Tax-exempt income Expenses of, Tax-exempt income. 1040 ez state tax form Interest, Tax-Exempt Interest, Reporting tax-exempt interest. 1040 ez state tax form Tax-exempt obligations, Tax-Exempt Interest, Stripped tax-exempt obligations. 1040 ez state tax form , Discounted tax-exempt obligations. 1040 ez state tax form Taxable income, expenses of, Expenses for both tax-exempt and taxable income. 1040 ez state tax form Taxes State and local transfer, State and local transfer taxes. 1040 ez state tax form State income, State income taxes. 1040 ez state tax form Term loans, Term loans. 1040 ez state tax form Trade or business, Passive activity. 1040 ez state tax form Traders in securities, Special Rules for Traders in Securities Trades Insurance, Insurance Policies and Annuities Investment property, Sales and Trades of Investment Property Like-kind, Like-Kind Exchanges, Like-Kind Exchanges Nontaxable, Property Received in Nontaxable Trades, Nontaxable Trades, Nontaxable trades. 1040 ez state tax form Reporting requirements, How To Report Stock, Stock for stock of the same corporation. 1040 ez state tax form Taxable, Property Received in Taxable Trades U. 1040 ez state tax form S. 1040 ez state tax form Treasury notes or bonds, U. 1040 ez state tax form S. 1040 ez state tax form Treasury Notes or Bonds Treasury bills, notes, and bonds (see U. 1040 ez state tax form S. 1040 ez state tax form Treasury bills, notes, and bonds) Treasury inflation-indexed securities, Inflation-Indexed Debt Instruments Treasury inflation-protected securities (TIPS), Treasury inflation-protected securities (TIPS). 1040 ez state tax form , Inflation-Indexed Debt Instruments Treaties, income tax (Table 1-3), Qualified Dividends Trust income received by beneficiary, Beneficiary of an estate or trust. 1040 ez state tax form Trustee's commission for revocable trust, Trustee's commissions for revocable trust. 1040 ez state tax form U U. 1040 ez state tax form S. 1040 ez state tax form savings bonds, U. 1040 ez state tax form S. 1040 ez state tax form obligations. 1040 ez state tax form , U. 1040 ez state tax form S. 1040 ez state tax form Savings Bonds Reporting interest on, U. 1040 ez state tax form S. 1040 ez state tax form obligations. 1040 ez state tax form , U. 1040 ez state tax form S. 1040 ez state tax form Savings Bonds Retirement or profit-sharing plan, distributed from, Savings bonds distributed from a retirement or profit-sharing plan. 1040 ez state tax form Worksheet, Worksheet for savings bonds distributed from a retirement or profit-sharing plan. 1040 ez state tax form Tax, responsible person (Table 1-2), Table 1-2. 1040 ez state tax form Who Pays the Tax on U. 1040 ez state tax form S. 1040 ez state tax form Savings Bond Interest U. 1040 ez state tax form S. 1040 ez state tax form Treasury bills, notes, and bonds, U. 1040 ez state tax form S. 1040 ez state tax form obligations. 1040 ez state tax form , U. 1040 ez state tax form S. 1040 ez state tax form Treasury Bills, Notes, and Bonds, U. 1040 ez state tax form S. 1040 ez state tax form Treasury Notes or Bonds, U. 1040 ez state tax form S. 1040 ez state tax form Treasury notes and bonds. 1040 ez state tax form Undistributed capital gains, Undistributed capital gains. 1040 ez state tax form Usurious interest, Usurious interest. 1040 ez state tax form V Veterans' insurance Dividends on, Dividends on veterans' insurance. 1040 ez state tax form W Warrants, Warrants. 1040 ez state tax form Wash sales, Wash Sales, Securities Futures Contracts Holding period, Wash sales. 1040 ez state tax form Loss deferral rules, straddles, Coordination of Loss Deferral Rules and Wash Sale Rules Withholding, backup, Backup withholding. 1040 ez state tax form Worksheets Capital loss carryover, Worksheet 4-1. 1040 ez state tax form Capital Loss Carryover Worksheet Worthless securities, Worthless Securities, Worthless securities. 1040 ez state tax form Prev  Up     Home   More Online Publications