Joe Wu, CPA
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Personal (Common)
Federal Form
Description
Input
Filing Status
Single
MFJ (Married Filing Jointly)
MFS (Married Filing Separately)
HoH (Head of Household)
QSS (Qualifying Surviving Spouse)
Dependents
Estimated Gross Income
Form W-2
Wage and Tax Statement
Form 1099-SSA
Social Security Benefits
Form 1099-R
Distributions
Form 1099-DIV
Dividends
Form 1099-INT
Interest Income
Form 1099-B
Stock, Options, and Other Securities
Restricted Stock Units (RSUs)
Employee Stock Purchase Plan (ESPP)
Incentive Stock Options (ISOs)
Nonqualified Stock Options (NSOs)
Cryptocurrency and Other Digital Assets
Sch A
Itemized Deductions
Primary Residence
Secondary Residence
Vehicle License Fee
Cash Donations
Non-Cash Donations
Tax-Favored Accounts
401(k) contribution
Traditional IRA contribution
Roth IRA contribution
Form 8889
Health Savings Account (HSA)
Estimate
Personal (Other)
Federal Form
Description
Input
Other Income
Sch K-1
Partnership, Corporation, and Trust Income
Form W-2G
Gambling or Lottery Winnings
Form 1099-G
Unemployment and Paid Family Leave
Form 1099-S
Real Estate Sale
Student Situations
Form 8863
Education Credits
1098-E
Student Loan Interest Deduction
Scholarship and Grant Income
Credits
Form 2441
Child and Dependent Care Credit
Form 5695
Residential Energy Credits (incl'd solar)
Form 8936
Electric Vehicle Credits
Form 1095-A
Health Insurance Marketplace
Foreign Situations
Number of Foreign Currencies
Form 1116
Foreign Tax Credit
Form 2555
Foreign Earned Income Exclusion
Form 8938
Specified Foreign Financial Assets
Miscellaneous
Moving Expenses
Pastor, Clergy, and Minister Taxes
1040-X
Amended Tax Return
State Returns
Estimate
Businesses, Rentals, Estates, and Trusts
Federal Form
Description
Input
Gross Revenue (non-rental)
Total Expenses (non-rental)
Entity Type
Schedule C
Sole Proprietorship
Schedule E
Rentals
Form 1041
Estates and Trusts
Form 1120/S
C and S Corporations
Form 1065
Partnerships
Other Items
Form 4562
Depr. and Amort. (new assets)
Form 4797
Sale of Business Property
Form 8824
Like-Kind Exchanges
Home Office (simplified method)
Form 8829
Home Office (actual expenses)
Auto for Business Use (standard mileage)
Auto for Business Use (actual expense)
Business is an LLC
Estimate
$0
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(925) 775-5389
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