TXF Reference Numbers by Form

 

1040

Reference Number Irs Form or Schedule Description Record Format Sign
256 1040 Form 1040 1 +
257 1040 Other income-misc. 1 +
258 1040 Sick pay or disab. pay 1 +
259 1040 Prizes, awards 1 +
261 1040 Alimony received 1 +
262 1040 IRA contribution self 1 -
263 1040 Keogh deduction 1 -
264 1040 Alimony paid 1 -
265 1040 Early withd penalty 1 -
266 1040 Soc. Sec. income 1 +
268 1040 Fed. estimated tax 1 -
269 1040 Taxable fringe benefits 1 +
286 1040 Total dividend income 3 +
481 1040 IRA contribution spouse 1 -
482 1040 IRA contrib,non-work spouse 1 -
483 1040 Soc. Sec. income, spouse 1 +
487 1040 Div inc., non-taxable 3 +
516 1040 Keogh deduction, spouse 1 -
517 1040 SEP deduction 1 -
518 1040 SEP deduction, spouse 1 -
519 1040 RR retirement income 1 +
520 1040 RR retirement inc, spouse 1 +
521 1040 Fed est. tax, qrtrly 6 -
605 1040 Unemployment comp repaid 1 -
607 1040 Med savings contrib, self 1 -
608 1040 Med savings contrib, spouse 1 -
609 1040 SIMPLE contrib, self 1 -
610 1040 SIMPLE contrib, spouse 1 -
611 1040 Fed tax w/h, Soc. Sec. inc. 1 -
612 1040 Fed tax w/h,Soc. Sec.,spouse 1 -
613 1040 Fed tax w/h, RR retire inc. 1 -
614 1040 Fed tax w/h,RR retire,spouse 1 -
615 1040 Fed tax w/h, dividend income 3 -
616 1040 Fed tax w/h, interest income 3 -
636 1040 Student loan interest 1 -
680 1040 Educator expenses,self 1 -
681 1040 Educator expenses,spouse 1 -
683 1040 Qualified dividend 3 +

1099-DIV

Reference Number Irs Form or Schedule Description Record Format Sign
643 1099-DIV 1099 Div 1 +
647 1099-DIV NonTaxable distributions 3 +
648 1099-DIV Investment Expense, div 3 -
649 1099-DIV Foreign tax, div 3 -
650 1099-DIV Foreign country, div 2 N/A
651 1099-DIV Cash liquidation 3 +
652 1099-DIV Non-cash liquidation 3 +

1099-G

Reference Number Irs Form or Schedule Description Record Format Sign
260 1099-G State and local refunds 1 +
479 1099-G Unemployment comp 1 +
606 1099-G Fed tax w/h,unemploymt comp 1 -
634 1099-G 1099-G 1 +
635 1099-G Spouse 0 N/A

1099-INT

Reference Number Irs Form or Schedule Description Record Format Sign
285 1099-INT Schedule B 1 +
287 1099-INT Interest income 3 +
288 1099-INT US govt. interest 3 +
289 1099-INT State and mun. bond int. 3 +
290 1099-INT TE priv. act. bond int 3 +
489 1099-INT Interest inc., non-taxable 3 +
490 1099-INT Int inc., fed-tax, state-non 3 +
491 1099-INT Int inc., fed-non, state-tax 3 +
492 1099-INT Int inc., orig issue disc 3 +
524 1099-INT Seller financed mtge int. 3 +
640 1099-INT 1099 INT 1 +
641 1099-INT Foreign tax, int 3 -
642 1099-INT Foreign country, int 2 N/A
653 1099-INT Intestment expense, int 3 -

1099-MISC

Reference Number Irs Form or Schedule Description Record Format Sign
553 1099-MISC 1099-MISC 1 +
554 1099-MISC Spouse 0 N/A
555 1099-MISC Rents 1 +
556 1099-MISC Royalties 1 +
557 1099-MISC Other income 1 +
558 1099-MISC Federal tax withheld 1 -
559 1099-MISC Fishing boat proceeds 1 +
560 1099-MISC Medical/health payments 1 +
561 1099-MISC Nonemployee compensation 1 +
562 1099-MISC Crop insurance proceeds 1 +
563 1099-MISC State tax withheld 1 -
564 1099-MISC Payer 2 N/A
654 1099-MISC State ID 2 N/A
674 1099-MISC Substitute payments 1 +
675 1099-MISC Gross proceeds to atty 1 +
676 1099-MISC Excess golden parachute 1 +

1099-OID

Reference Number Irs Form or Schedule Description Record Format Sign
657 1099-OID 1099 OID 1 +
658 1099-OID Other periodic int,OID 3 +
659 1099-OID Early wdrawal pen, OID 3 -
660 1099-OID Fed tax wheld, OID 3 -
661 1099-OID Description 2 N/A
662 1099-OID OID, US treas obligl 3 +
663 1099-OID Investment Expense, OID 3 -

1099-Q

Reference Number Irs Form or Schedule Description Record Format Sign
672 1099-Q Gross distribution 1 +
678 1099-Q 1099 Q 1 +

1099-R

Reference Number Irs Form or Schedule Description Record Format Sign
473 1099-R 1099-R 1 +
474 1099-R Spouse 0 N/A
475 1099-R Pension total dist - gross 1 +
476 1099-R Pension total dist - taxable 1 +
477 1099-R IRA total dist - gross 1 +
478 1099-R IRA total dist - taxable 1 +
529 1099-R Pension federal withholding 1 -
530 1099-R Pension state withholding 1 -
531 1099-R Pension local withholding 1 -
532 1099-R IRA federal withholding 1 -
533 1099-R IRA state withholding 1 -
534 1099-R IRA local withholding 1 -
603 1099-R Pension Payer 2 N/A
604 1099-R IRA Payer 2 N/A
623 1099-R SIMPLE total distrib-gross 1 +
624 1099-R SIMPLE total distrib-taxable 1 +
625 1099-R SIMPLE federal withholding 1 -
626 1099-R SIMPLE state withholding 1 -
627 1099-R SIMPLE local withholding 1 -
628 1099-R SIMPLE Payer 2 N/A
655 1099-R IRA Distribution code 7A 2 N/A
655 1099-R Distribution code 7A 2 N/A
656 1099-R IRA Distribution code 7b 2 N/A
656 1099-R Distribution code 7b 2 N/A
664 1099-R IRA State ID 2 N/A
664 1099-R State ID 2 N/A
665 1099-R IRA Taxable not determined 2 N/A
665 1099-R Taxable not determined 2 N/A
666 1099-R IRA Total distribution 2 N/A
666 1099-R Total distribution 2 N/A
667 1099-R Pension Distrib code 7A 2 N/A
668 1099-R Pension Distrib code 7b 2 N/A
669 1099-R Pension State ID 2 N/A
670 1099-R Pension Tax. not determined 2 N/A
671 1099-R Pension Total distribution 2 N/A

1099-SA

Reference Number Irs Form or Schedule Description Record Format Sign
629 1099-SA 1099-SA 1 +
630 1099-SA Spouse 0 N/A
631 1099-SA gross distribution 1 +
632 1099-SA earnings-excess contrib 1 +
633 1099-SA Payer 2 N/A

2106

Reference Number Irs Form or Schedule Description Record Format Sign
380 2106 Form 2106 1 +
381 2106 Education expense 1 -
382 2106 Automobile exp. 1 -
383 2106 Travel 1 -
384 2106 Local transportation 1 -
385 2106 Other bus. exp. 1 -
386 2106 Meal and entertain. exp 1 -
387 2106 Emp. expense reimb. 1 +
388 2106 Emp. meal exp reimb 1 +
389 2106 Job seeking exp 1 -
390 2106 Special clothing exp 1 -
391 2106 Emp home office exp 1 -

2441

Reference Number Irs Form or Schedule Description Record Format Sign
400 2441 Form 2441 1 +
401 2441 Child care - day care 1 -
402 2441 Child care - household 1 -

3903

Reference Number Irs Form or Schedule Description Record Format Sign
403 3903 Form 3903 1 +
404 3903 Meals during moving 1 -
405 3903 Meals househunting & temp 1 -
406 3903 Trans./store hshld goods 1 -
407 3903 Travel and lodging 1 -
408 3903 Pre-moving expense 1 -
409 3903 Temp. living exp. 1 -
410 3903 Moving sale cost 1 -
411 3903 Moving purch. cost 1 -
526 3903 Spouse 0 N/A

4137

Reference Number Irs Form or Schedule Description Record Format Sign
503 4137 Form 4137 1 +
504 4137 Spouse 0 N/A
505 4137 Cash/charge tips received 1 +

4684

Reference Number Irs Form or Schedule Description Record Format Sign
412 4684 Form 4684 1 +
413 4684 Basis of casualty prop 1 -
414 4684 Insurance/reimb 1 +
415 4684 FMV before casualty 1 +
416 4684 FMV after casualty 1 +
417 4684 Description of property 2 N/A

4797

Reference Number Irs Form or Schedule Description Record Format Sign
418 4797 Form 4797 1 +
419 4797 LT dep. loss - business 5 -
420 4797 LT dep. gain - business 5 +
421 4797 ST dep. prop. - business 5 +/-
422 4797 LT dep. loss - res. rent. 5 -
423 4797 LT dep. gain - res. rent. 5 +
424 4797 ST dep. prop. - res. rent. 5 +/-

4835

Reference Number Irs Form or Schedule Description Record Format Sign
569 4835 Form 4835 1 +
570 4835 Spouse 0 N/A
571 4835 Sale of livestock/produce 1 +
572 4835 Total co-op distributions 1 +
573 4835 Agricultural program paymnts 1 +
574 4835 CCC loans reported/election 1 +
575 4835 CCC loans forfeited/repaid 1 +
576 4835 Crop ins. proceeds rec'd 1 +
577 4835 Crop ins. proceeds deferred 1 +
578 4835 Other income 1 +
579 4835 Car and truck expenses 1 -
580 4835 Chemicals 1 -
581 4835 Conservation expenses 1 -
582 4835 Custom hire (machine work) 1 -
583 4835 Employee benefit programs 1 -
584 4835 Feed purchased 1 -
585 4835 Fertilizers and lime 1 -
586 4835 Freight and trucking 1 -
587 4835 Gasoline, fuel, and oil 1 -
588 4835 Insurance(other than health) 1 -
589 4835 Interest expense, mortgage 1 -
590 4835 Interest expense, other 1 -
591 4835 Labor hired 1 -
592 4835 Pension/profit-sharing plans 1 -
593 4835 Rent/lease vehicles, equip. 1 -
594 4835 Rent/lease land, animals 1 -
595 4835 Repairs and maintenance 1 -
596 4835 Seeds and plants purchased 1 -
597 4835 Storage and warehousing 1 -
598 4835 Supplies purchased 1 -
599 4835 Taxes 1 -
600 4835 Utilities 1 -
601 4835 Vet, breeding, medicine 1 -
602 4835 Other expenses 3 -

4952

Reference Number Irs Form or Schedule Description Record Format Sign
425 4952 Form 4952 1 +
426 4952 Investment interest expense 1 -

6252

Reference Number Irs Form or Schedule Description Record Format Sign
427 6252 Form 6252 1 +
428 6252 Selling price 1 +
429 6252 Debt assumed by buyer 1 +
430 6252 Basis of property sold 1 -
431 6252 Depreciation allowed 1 +
432 6252 Expenses of sale 1 -
433 6252 Gross profit percentage 1 +
434 6252 Payments recd this year 1 +
435 6252 Payments recd prior years 1 +
436 6252 Description of property 2 N/A

8606

Reference Number Irs Form or Schedule Description Record Format Sign
437 8606 Form 8606 1 +
438 8606 IRAs value at end of year 1 -
439 8606 IRA contribs-nondeductible 1 -
440 8606 IRA basis at beg of year 1 -
515 8606 Spouse 0 N/A

8815

Reference Number Irs Form or Schedule Description Record Format Sign
441 8815 Form 8815 1 +
442 8815 Qual. higher ed. expenses 1 -
443 8815 Nontaxable ed. benefits 1 +
444 8815 EE US svgs bonds proceeds 1 +
445 8815 Post-89 EE bond face value 1 +

8829

Reference Number Irs Form or Schedule Description Record Format Sign
536 8829 Form 8829 1 +
537 8829 Deductible mortgage interest 1 -
538 8829 Real estate taxes 1 -
539 8829 Insurance 1 -
540 8829 Repairs and maintenance 1 -
541 8829 Utilities 1 -
542 8829 Other expenses 1 -

8839

Reference Number Irs Form or Schedule Description Record Format Sign
617 8839 Form 8839 1 +
618 8839 Adoption fees 1 -
619 8839 Court costs 1 -
620 8839 Attorney fees 1 -
621 8839 Traveling expenses 1 -
622 8839 Other expenses 1 -

8863

Reference Number Irs Form or Schedule Description Record Format Sign
637 8863 Hope cr. qual. expenses 1 -
638 8863 Lifetime cr. qual. expenses 1 -
639 8863 Form 8863 1 +

A

Reference Number Irs Form or Schedule Description Record Format Sign
270 A Schedule A 1 +
271 A Subscriptions 1 -
272 A Gambling losses 1 -
273 A Medicine and drugs 1 -
274 A Med. transport/lodging 1 -
275 A State taxes 1 -
276 A Real estate tax 1 -
277 A Other taxes 3 -
280 A Cash charity contributions 1 -
281 A Tax preparation fees 1 -
282 A Investment man. fees 1 -
283 A Home mortgage int. (1098) 1 -
284 A Points paid 1 -
484 A Doctors, dentists, hosp. 1 -
485 A Non-cash charity contrib 1 -
486 A Misc. (subject to 2%) 1 -
522 A State est. tax, qrtrly 6 -
523 A Misc. (not subject to 2%) 1 -
535 A Personal property taxes 1 -
544 A Local taxes 1 -
545 A Home mortgage int. (no 1098) 1 -

C

Reference Number Irs Form or Schedule Description Record Format Sign
291 C Schedule C 1 +
292 C Spouse 0 N/A
293 C Gross receipts 1 +
294 C Meals and entertainment 1 -
295 C Cost of goods sold 1 -
296 C Returns and allowances 1 -
297 C Wages paid 1 -
298 C Legal and professional 1 -
299 C Rent on vehicles, mach, eq 1 -
300 C Rent on other bus prop 1 -
301 C Supplies 1 -
302 C Other business expense 3 -
303 C Other business income 1 +
304 C Advertising 1 -
305 C Bad debts 1 -
306 C Car and truck expenses 1 -
307 C Commissions and fees 1 -
308 C Employee benefits progs. 1 -
309 C Depletion 1 -
310 C Insurance (not health) 1 -
311 C Interest expense, mortgage 1 -
312 C Interest expense, other 1 -
313 C Office expense 1 -
314 C Pension and profit shrg 1 -
315 C Repairs and maintenance 1 -
316 C Taxes and licenses 1 -
317 C Travel 1 -
318 C Utilities 1 -
319 C Principal business/prof 2 N/A
493 C Purchases, cost of goods 1 -
494 C Labor, cost of goods sold 1 -
495 C Materials, cost of goods 1 -
496 C Other costs, cost of goods 1 -
685 C Contract labor 1 -

CEZ

Reference Number Irs Form or Schedule Description Record Format Sign
497 CEZ Schedule C-EZ 1 +
498 CEZ Spouse 0 N/A
499 CEZ Gross receipts 1 +
500 CEZ Total expenses 1 -
501 CEZ Principal business/prof 2 N/A

D

Reference Number Irs Form or Schedule Description Record Format Sign
320 D Schedule D 1 +
321 D ST gain/loss 8949 Copy A 4 +
321 D ST gain/loss 8949 Copy A 5 +
322 D ST gain/loss - other 4 +
323 D LT gain/loss 8949 Copy A 4 +
323 D LT gain/loss 8949 Copy A 5 +
324 D LT gain/loss - other 4 +
488 D Div inc., capital gain dist 3 +
644 D 28% cap gain 3 +
645 D Unrec sec 1250 3 +
646 D Sec 1202 gain 3 +
673 D Short/Long 8949 Copy A 4 +
673 D Short/Long 8949 Copy A 5 +
677 D Qualified 5-year gain 3 +
682 D Wash Sale - 8949 Copy A 4 +
682 D Wash Sale - 8949 Copy A 5 +
684 D Div inc., PostMay5 cap gain 3 +
711 D ST gain/loss 8949 Copy B 4 +
711 D ST gain/loss 8949 Copy B 5 +
712 D ST gain/loss 8949 copy C 4 +
712 D ST gain/loss 8949 copy C 5 +
713 D LT gain/loss 8949 Copy B 4 +
713 D LT gain/loss 8949 Copy B 5 +
714 D LT gain/loss 8949 Copy C 4 +
714 D LT gain/loss 8949 Copy C 5 +
715 D Short/Long 8949 Copy B 4 +
715 D Short/Long 8949 Copy B 5 +
716 D Short/Long 8949 Copy C 4 +
716 D Short/Long 8949 Copy C 5 +
718 D Wash Sale - 8949 Copy B 4 +
718 D Wash Sale - 8949 Copy B 5 +

E

Reference Number Irs Form or Schedule Description Record Format Sign
325 E Schedule E 1 +
326 E Rents received 1 +
327 E Royalties received 1 +
328 E Advertising 1 -
329 E Auto and travel 1 -
330 E Cleaning and maintenance 1 -
331 E Commissions 1 -
332 E Insurance 1 -
333 E Legal and professional 1 -
334 E Mortgage interest exp 1 -
335 E Other interest expense 1 -
336 E Repairs 1 -
337 E Supplies 1 -
338 E Taxes 1 -
339 E Utilities 1 -
340 E Wages paid 1 -
341 E Other expenses 3 -
342 E Kind/location of property 2 N/A
502 E Management fees 1 -

F

Reference Number Irs Form or Schedule Description Record Format Sign
343 F Schedule F 1 +
344 F Labor hired 1 -
345 F Repairs and maintenance 1 -
346 F Interest expense-mort 1 -
347 F Interest expense-other 1 -
348 F Rent-land, animals 1 -
349 F Rent-veh., mach., equip. 1 -
350 F Feed purchased 1 -
351 F Seed and plants purchased 1 -
352 F Fertilizers and lime 1 -
353 F Supplies purchased 1 -
354 F Breeding fees 1 -
355 F Vet, breeding and medicine 1 -
356 F Gasoline, fuel, oil 1 -
357 F Storage and warehousing 1 -
358 F Taxes 1 -
359 F Insurance (not health) 1 -
360 F Utilities 1 -
361 F Freight and trucking 1 -
362 F Conservation expense 1 -
363 F Pension and profit shrg 1 -
364 F Employee benefit prog. 1 -
365 F Other farm expenses 3 -
366 F Chemicals 1 -
367 F Custom hire (mach. work) 1 -
368 F Sales livestock/crops raised 1 +
369 F Resales of livestock 1 +
370 F Custom hire (machine work) 1 +
371 F Coop. distributions 1 +
372 F Agric. pgm payments 1 +
373 F CCC loans-election 1 +
374 F CCC loans-forfeited 1 +
375 F Crop ins. proceeds-recd 1 +
376 F Crop ins. proceeds-defd 1 +
377 F Other farm income 1 +
378 F Cost livestock for resale 1 -
379 F Principal product 2 N/A
514 F Spouse 0 N/A
543 F Car and truck expense 1 -

H

Reference Number Irs Form or Schedule Description Record Format Sign
565 H Schedule H 1 +
566 H Spouse 0 N/A
567 H Cash wages paid 1 -
568 H Federal tax withheld 1 -

HomeWks

Reference Number Irs Form or Schedule Description Record Format Sign
392 HomeWks Home Sale Worksheets 1 +
393 HomeWks Selling price of old home 1 +
394 HomeWks Expense of sale 1 -
395 HomeWks Basis of home sold 1 -
398 HomeWks Date old home sold 2 N/A
525 HomeWks Spouse 0 N/A

HomeWksPart3

Reference Number Irs Form or Schedule Description Record Format Sign
396 HomeWksPart3 Fixing-up expenses 1 -
397 HomeWksPart3 Cost of new home 1 +

K-1

Reference Number Irs Form or Schedule Description Record Format Sign
446 K-1 Schedule K-1 Worksheet 1 +
447 K-1 Spouse 0 N/A
448 K-1 Ordinary income/loss 1 +/-
449 K-1 Rental real est. inc/loss 1 +/-
450 K-1 Other rental income/loss 1 +/-
451 K-1 Interest income 1 +
452 K-1 Dividends 1 +
453 K-1 Net ST capital gain/loss 1 +/-
454 K-1 Net LT capital gain/loss 1 +/-
455 K-1 Guaranteed payments 1 +
456 K-1 Net sec 1231 gain/loss 1 +/-
457 K-1 Partnership or S corp name 2 N/A
527 K-1 Royalties 1 +
528 K-1 Tax-exempt interest 1 +
674 K-1 28% rate gain(loss) 1 +/-
675 K-1 Qualified 5-year gain 1 +/-
676 K-1 Other Income (loss) 1 +/-
679 K-1 Total Foreign Taxes 1 -

W-2

Reference Number Irs Form or Schedule Description Record Format Sign
267 W-2 Moving exp. reimb. 1 +
458 W-2 W-2 1 +
459 W-2 Spouse 0 N/A
460 W-2 Salary 1 +
461 W-2 Federal withholding 1 -
462 W-2 Soc Sec tax withholding 1 -
463 W-2 Local withholding 1 -
464 W-2 State withholding 1 -
465 W-2 Dependent care benefits 1 +
466 W-2 Payer 2 N/A
480 W-2 Medicare tax withholding 1 -
506 W-2 Salary, spouse 1 +
507 W-2 Federal withholding,spouse 1 -
508 W-2 Soc Sec tax withhld, spouse 1 -
509 W-2 Local withholding, spouse 1 -
510 W-2 Medicare tax withhld, spouse 1 -
511 W-2 State withholding, spouse 1 -
512 W-2 Dependent care ben., spouse 1 +
513 W-2 Payer, spouse 2 N/A
546 W-2 Moving exp. reimb., spouse 1 +

W-2G

Reference Number Irs Form or Schedule Description Record Format Sign
547 W-2G W-2G 1 +
548 W-2G Spouse 0 N/A
549 W-2G Gross winnings 1 +
550 W-2G Federal tax withheld 1 -
551 W-2G State tax withheld 1 -
552 W-2G Payer 2 N/A

W-2P

Reference Number Irs Form or Schedule Description Record Format Sign
467 W-2P W-2P 1 +
468 W-2P Spouse 0 +
469 W-2P Pensions and annuities-gross 3 +
470 W-2P Pensions and annuities-txble 3 +
471 W-2P IRA distributions - gross 3 +
472 W-2P IRA distributions - taxable 3 +

WksPart3

Reference Number Irs Form or Schedule Description Record Format Sign
399 WksPart3 Date moved into new home 2 N/A

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