Attachment C - DREAMS - 2018 TGI Keying Instructions - 190123.xlsx
XLSX spreadsheet 62 KB Posted
- Solicitation number
- 18DPP00190
- Issued by
- Mercer County, New Jersey
About this file
The provided document contains instructions for keying information on various New Jersey income tax forms, including the NJ-1040, NJ-1040-NR, and NJ-1041. The instructions are intended for use by the New Jersey Division of Revenue and Enterprise Services in a data entry/verification services contract opportunity.
The contract opportunity is seeking services for data entry and verification of information on New Jersey resident, nonresident, and fiduciary income tax returns. The contract will cover multiple jurisdictions, including Mercer County and the city of Trenton. The contract term and award details are not provided. The instructions outline the specific fields to be keyed, the acceptable formats and codes, and the handling of blank or missing information. Pricing terms, funding sources, and incumbent information are not included in the provided documents.
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Text version
1040 HP
| VERIFY INSTRUCTIONS FOR 2018 NJ-1040 HAND PRINT | ||||
| RESIDENT | ||||
| FINAL (GITRT18) - 11/23/18 | ||||
| Field | Field Name | Description | ||
| Page 1 | ||||
| 2 | - | 9 | Applied Date | For mixed batches only. Key in MMDDYY format. |
| 2 | - | 20 | Your Social Security Number | For non-labeled returns, key as shown. |
IF BLANK AND NAME FILLED IN KEY ALL 7'S.
IF BLANK AND NAME BLANK, SKIP THE DOCUMENT.
| 2 | - | 23 | Spouse Social Security Number | Key as shown. This field will skip for recognized labels. |
| 2 | - | 24 | Last Name/First Name | For labeled returns with no changes, key '-' (hyphen) and the NCTL. |
For non-labeled returns, key last name, first name, middle initial for filer.
Also use the same format for spouse.
DO NOT SKIP DOCUMENT IF NAME IS BLANK AND THERE IS A SS#.
ONLY SKIP DOCUMENT IF BOTH THE NAME AND SS# ARE BLANK.
See list of conventions for keying name, no commas or other. Use '&' for 'and'. If more than one set of names is shown, enter as indicated by screening. If not indicated, check with supervisor. DO NOT KEY TITLES.
Examples:
Shown as - Key as John Smith - Smith John John D Smith - Smith John D J David Smith - Smith J David John Smith Jr. - Smith Jr John John & Mary Smith - Smith John & Mary Mr. & Mrs. John Smith - Smith John Mr. John Smith & wife - Smith John Mrs. John Smith - Smith Mrs John John, Mary & Tom Smith - Smith J M & T Mr. & Mrs. Smith - Call Supervisor 2 - 27 Street Address Number and street, including apartment number or rural route. Key as shown.
IF STREET IS BLANK, THEN BLANK OUT CITY, STATE AND ZIP
2 - 28 City Key city as shown.
IF CITY, STATE AND ZIP ARE BLANK, THEN BLANK OUT STREET ADDRESS.
| 2 | - | 29 | State | Key two letter state abbreviation. |
| 2 | - | 30 | ZIP Code | Key five digit ZIP code. |
| 3 | - | 16 | County/Municipality Code | Key four digit code. Numeric only. |
If less than four digits, skip field.
| 3 | - | 68 | Federal Ext Filed Indicator | 1 or Blank |
| 3 | - | 69 | Foreign Address Indicator | 1 or Blank |
| 3 | - | 70 | Address Change Indicator | 1 or Blank |
| 3 | - | 22 | Residency Status - From | Key in MMDDYY order. If the month and the year are present, but the day is missing, key the month shown, '01' for the day and the year shown. |
If the month or year is missing, skip the field.
3 - 23 Residency Status - To Key in MMDDYY order. If the month and the year are present, but the day is missing, key the month shown, '28' for the day and the year shown.
If the word 'present' appears, key 1231 and the current year.
If the month or year is missing, skip the field.
| 2 | - | 19 | Fiscal Month End | Key 01 through 12 or Blank. |
| 3 | - | 24 | Filing Status | Key 1, 2, 3, 4, or 5. |
If no ovals filled in or more than one oval filled in, leave blank.
| 3 | - | 25 | FS3 - Spouse/CU Partner SSN | Key as shown. |
| 3 | - | 70 | Deceased Spouse Year Indicator | 1, 2, or Blank |
| 3 | - | 30 | Domestic Partner Indicator | 1 or Blank |
| 3 | - | 31 | Line 6 - Regular Exemption | Key single digit. If blank or zero, skip. |
| 3 | - | 32 | Line 7 - Age 65 Exemption | Key single digit or blank. |
| 3 | - | 33 | Line 8 - Blind/Dis. Exemption | Key single digit or blank. |
| 3 | - | 67 | Line 9 - Veteran's Exemption | Key single digit or blank. |
| 3 | - | 34 | Line 10 - Dependent Children | Key as shown. |
| 3 | - | 35 | Line 11 - Other Dependents | Key as shown. |
| 3 | - | 36 | Line 12 - Attending College | Key as shown. |
| 3 | - | 71 | Line 13 - Total Exemption Amount | KEY DOLLARS AND CENTS |
| 3 | - | 39 | Line 14a - Dependent's SS# | Key as shown. |
| 3 | - | 40 | Line 14a - Dependent's Birth Year | Key as shown. |
| 3 | - | 60 | Line 14a - Health Ins Indicator | 1 or Blank |
| 3 | - | 41 | Line 14b - Dependent's SS# | Key as shown. |
| 3 | - | 42 | Line 14b - Dependent's Birth Year | Key as shown. |
| 3 | - | 61 | Line 14b - Health Ins Indicator | 1 or Blank |
| 3 | - | 43 | Line 14c - Dependent's SS# | Key as shown. |
| 3 | - | 44 | Line 14c - Dependent's Birth Year | Key as shown. |
| 3 | - | 62 | Line 14c - Health Ins Indicator | 1 or Blank |
| 3 | - | 45 | Line 14d - Dependent's SS# | Key as shown. |
| 3 | - | 46 | Line 14d - Dependent's Birth Year | Key as shown. |
| 3 | - | 63 | Line 14d - Health Ins Indicator | 1 or Blank |
| Division Use Boxes | ||||
| 3 | - | 53 | Box 1 - Penalty & Interest Code | Accepts A, L, M, S and W. |
| 3 | - | 54 | Box 2 - Message Code | Accepts A, B, C, D, E, F, G, H, I, J, K, L, M, P, R, S and T. |
| 3 | - | 55 | Box 3 - Penalty & Interest Amount | |
| 3 | - | 56 | Box 4 - # of Month Extension | Accepts 00 through 06. If less than 4, key 4. If greater than 4, key 6. |
| 3 | - | 57 | Box 5 - W-2 Code | Accepts D, J, K, L, M, N, O, P, Q, R, S, T, V, X, Y and Z. |
| 3 | - | 58 | Box 6 - Estimated P & I Code | Accepts A, S and W. |
| 3 | - | 59 | Box 7 - Estimated P & I Amount | |
| Page 2 | ||||
| 4 | - | 16 | Line 15 - Wages, Salaries | KEY DOLLARS AND CENTS |
| 4 | - | 17 | Line 16a - Taxable Interest Income | KEY DOLLARS AND CENTS |
| 4 | - | 18 | Line 16b - Tax Exempt Interest Inc | KEY DOLLARS AND CENTS |
| 4 | - | 19 | Line 17 - Dividends | KEY DOLLARS AND CENTS |
| 4 | - | 20 | Line 18 - Net Profits from Business | KEY DOLLARS AND CENTS |
| 4 | - | 21 | Line 19 - Net Gains or Income from Property | KEY DOLLARS AND CENTS |
| 4 | - | 22 | Line 20a - Pensions, Annuities, IRA Withdrawals | KEY DOLLARS AND CENTS |
| 4 | - | 33 | Line 20b - Excludable Pensions, Annuities, IRA Withdrawals | KEY DOLLARS AND CENTS |
| 4 | - | 25 | Line 21 - Distributive Share of Partnership Income | KEY DOLLARS AND CENTS |
| 4 | - | 26 | Line 22 - Net Pro Rata Share of S Corp Income | KEY DOLLARS AND CENTS |
| 4 | - | 27 | Line 23 - Net Gain from Rent, Royalties, | KEY DOLLARS AND CENTS |
| 4 | - | 28 | Line 24 - Net Gambling Winnings | KEY DOLLARS AND CENTS |
| 4 | - | 29 | Line 25 - Alimony and Separate Maintenance | KEY DOLLARS AND CENTS |
| 4 | - | 30 | Line 26 - Other | KEY DOLLARS AND CENTS |
| 4 | - | 31 | Line 27 - Total Income | KEY DOLLARS AND CENTS |
| 4 | - | 23 | Line 28a - Pension Exclusion | KEY DOLLARS AND CENTS |
| 5 | - | 16 | Line 28b - Other Retirement Income Exclusion | KEY DOLLARS AND CENTS |
| 4 | - | 32 | Line 28c - Total Exclusion Amount | KEY DOLLARS AND CENTS |
| 5 | - | 17 | Line 29 - NJ Gross Income | KEY DOLLARS AND CENTS |
| 5 | - | 19 | Line 30 - Total Exemption Amount | KEY DOLLARS AND CENTS |
| 5 | - | 20 | Line 31 - Medical Expenses | KEY DOLLARS AND CENTS |
| 5 | - | 21 | Line 32 - Alimony & Separate Maintenance | KEY DOLLARS AND CENTS |
| 5 | - | 22 | Line 33 - Qualified Conservation Contribution | KEY DOLLARS AND CENTS |
| 5 | - | 23 | Line 34 - Health Enterprise Zone Deduction | KEY DOLLARS AND CENTS |
| 5 | - | 43 | Line 35 - Alt Business Calculation | KEY DOLLARS AND CENTS |
| 5 | - | 24 | Line 36 - Total Exemptions and Deductions | KEY DOLLARS AND CENTS |
| 5 | - | 26 | Line 37 - Taxable Income | KEY DOLLARS AND CENTS |
| 5 | - | 27 | Line 38a - Total Property Taxes Paid | KEY DOLLARS AND CENTS |
| 5 | - | 44 | Line 38b - Block | Key as shown. |
| 5 | - | 45 | Line 38b - Block Suffix | Key as shown. |
| 5 | - | 46 | Line 38b - Lot | Key as shown. |
| 5 | - | 47 | Line 38b - Lot Suffix | Key as shown. |
| 5 | - | 48 | Line 38b - Qualifier | Key as shown. |
| 5 | - | 49 | Line 38c - County/Municipality Code | Key four digit code. Numeric only. |
If less than four digits, skip field.
| 5 | - | 50 | Worksheet G-1 Oval | 1 or Blank |
| 5 | - | 29 | Line 39 - Property Tax Deduction | KEY DOLLARS AND CENTS |
| 5 | - | 30 | Line 40 - NJ Taxable Income | KEY DOLLARS AND CENTS |
| Page 3 | ||||
| 5 | - | 31 | Line 41 - Tax | KEY DOLLARS AND CENTS |
| 5 | - | 36 | Line 42 - Credit for Other Jurisdictions | KEY DOLLARS AND CENTS |
| 5 | - | 40 | Line 42a - Enter Jurisdiction Code | Key 00 to 99 |
| 5 | - | 39 | Line 43 - Balance of Tax | KEY DOLLARS AND CENTS |
| 5 | - | 51 | Line 44 - Child and Dependent Care Credit | KEY DOLLARS AND CENTS |
| 5 | - | 53 | Line 44c - Child and Dependent Care Credit Oval | 1 or Blank |
| 5 | - | 52 | Line 45 - Balance of Tax | KEY DOLLARS AND CENTS |
| 6 | - | 17 | Line 46 - Sheltered Workshop Tax Credit | KEY DOLLARS AND CENTS |
| 6 | - | 18 | Line 47 - Balance of Tax | KEY DOLLARS AND CENTS |
| 6 | - | 55 | Line 48 - Gold Star Family Counseling Credit | KEY DOLLARS AND CENTS |
| 6 | - | 56 | Line 49 - Balance of Tax after Credit | KEY DOLLARS AND CENTS |
| 6 | - | 19 | Line 50 - Use Tax Due | KEY DOLLARS AND CENTS |
| 6 | - | 20 | Line 51 - Penalty for Underpayment of Est. Tax | KEY DOLLARS AND CENTS |
| 6 | - | 54 | Line 51 - NJ-2210 Attached Oval | 1 or 0 |
| 6 | - | 21 | Line 52 - Total Tax and Penalty | KEY DOLLARS AND CENTS |
| 6 | - | 22 | Line 53 - Total NJ Income Tax Withheld | KEY DOLLARS AND CENTS |
| 6 | - | 23 | Line 54 - Property Tax Credit | KEY DOLLARS AND CENTS |
| 6 | - | 24 | Line 55 - NJ Estimated Tax/Credit from 2017 | KEY DOLLARS AND CENTS |
| 6 | - | 25 | Line 56 - NJ Earned Income Tax Credit | KEY DOLLARS AND CENTS |
| 6 | - | 42 | Line 56 - IRS Calculate Federal EIC Checkbox | 1 or Blank |
| 6 | - | 51 | Line 56 - CU Couple Claming NJ EITC Checkbox | 1 or Blank |
| 6 | - | 26 | Line 57 - Excess UI/SF/SWF Withheld | KEY DOLLARS AND CENTS |
| 6 | - | 27 | Line 58 - Excess NJ Disability Withheld | KEY DOLLARS AND CENTS |
| 6 | - | 53 | Line 59 - Excess NJ Family Leave Withheld | KEY DOLLARS AND CENTS |
| 6 | - | 57 | Line 60 - Wounded Warrior Caregivers Credit | KEY DOLLARS AND CENTS |
| 6 | - | 28 | Line 61 - Total Payments/Credit | KEY DOLLARS AND CENTS |
| 6 | - | 29 | Line 62 - Amount of Tax You Owe | KEY DOLLARS AND CENTS |
| 6 | - | 30 | Line 63 - Overpayment | KEY DOLLARS AND CENTS |
| 6 | - | 31 | Line 64 - Credit to Your 2019 Tax | KEY DOLLARS AND CENTS |
| 6 | - | 32 | Line 65 - NJ Endangered Wildlife Fund | KEY DOLLARS AND CENTS |
| 6 | - | 33 | Line 66 - NJ Children's Trust Fund | KEY DOLLARS AND CENTS |
| 6 | - | 34 | Line 67 - NJ Vietnam Veterans' Memorial Fund | KEY DOLLARS AND CENTS |
| 6 | - | 35 | Line 68 - NJ Breast Cancer Fund | KEY DOLLARS AND CENTS |
| 6 | - | 36 | Line 69 - USS NJ Educational Fund | KEY DOLLARS AND CENTS |
| Page 4 | ||||
| 6 | - | 37 | Line 70 - Other Designated Contribution CODE | KEY DOLLARS AND CENTS |
| 6 | - | 38 | Line 70 - Other Designated Contribution AMOUNT | KEY DOLLARS AND CENTS |
| 6 | - | 58 | Line 71 - Other Designated Contribution CODE | KEY DOLLARS AND CENTS |
| 6 | - | 59 | Line 71 - Other Designated Contribution AMOUNT | KEY DOLLARS AND CENTS |
| 6 | - | 60 | Line 72 - Other Designated Contribution CODE | KEY DOLLARS AND CENTS |
| 6 | - | 61 | Line 72 - Other Designated Contribution AMOUNT | KEY DOLLARS AND CENTS |
| 6 | - | 39 | Line 73 - Total Deductions from Overpayment | KEY DOLLARS AND CENTS |
| 6 | - | 62 | Line 74 - Balance Due | KEY DOLLARS AND CENTS |
| 6 | - | 40 | Line 75 - Refund | KEY DOLLARS AND CENTS |
| 3 | - | 47 | Gubernatorial Fund | Key the number of 'YES' boxes checked - Blank, 1, or 2. |
| 6 | - | 63 | Health Insurance Coverage - You | 1 or Blank |
| 6 | - | 64 | Health Insurance Coverage - Spouse/CU Partner | 1 or Blank |
| 6 | - | 65 | Health Insurance Coverage - Domestic Partner | 1 or Blank |
| 3 | - | 48 | Signature Field | '1' for signed and '0' for unsigned. |
| 3 | - | 66 | Driver's License Number | Key as shown. |
| 3 | - | 64 | Death Certificate Oval | 1 or Blank |
| 3 | - | 49 | If You Do Not Need Forms Mailed | 1 or Blank |
| 3 | - | 50 | Tax Preparer's Authorization | 1 or Blank |
| 3 | - | 65 | NJ-1040-O Oval | 1 or Blank |
| 3 | - | 51 | Preparer's ID Number | Key as shown. |
| 3 | - | 52 | Firm's ID Number | Key as shown. |
1040 MP
| VERIFY INSTRUCTIONS FOR 2018 NJ-1040 MACHINE PRINT | ||||
| RESIDENT | ||||
| FINAL (GITRT18) - 11/23/18 | ||||
| Field | Field Name | Description | ||
| Page 1 | ||||
| 2 | - | 9 | Applied Date | For mixed batches only. Key in MMDDYY format. |
| 6 | - | 50 | Vendor Code | Key as shown. |
| 2 | - | 20 | Taxpayer Social Security Number | IF BLANK AND NAME FILLED IN KEY ALL 7'S. |
IF BLANK AND NAME BLANK, SKIP THE DOCUMENT.
| 2 | - | 23 | Spouse Social Security Number | Key as shown. |
| 2 | - | 24 | Last Name/First Name | For labeled returns with no changes, key '-' (hyphen) and the NCTL. |
For non-labeled returns, key last name, first name, middle initial for filer.
Also use the same format for spouse.
DO NOT SKIP DOCUMENT IF NAME IS BLANK AND THERE IS A SS#.
ONLY SKIP DOCUMENT IF BOTH THE NAME AND SS# ARE BLANK.
See list of conventions for keying name, no commas or other. Use '&' for 'and'. If more than one set of names is shown, enter as indicated by screening. If not indicated, check with supervisor. DO NOT KEY TITLES.
Examples:
Shown as - Key as John Smith - Smith John John D Smith - Smith John D J David Smith - Smith J David John Smith Jr. - Smith Jr John John & Mary Smith - Smith John & Mary Mr. & Mrs. John Smith - Smith John Mr. John Smith & wife - Smith John Mrs. John Smith - Smith Mrs John John, Mary & Tom Smith - Smith J M & T Mr. & Mrs. Smith - Call Supervisor
| 2 | - | 26 | In Care of | Key as shown. |
| 2 | - | 27 | Street Address | Number and street, including apartment number or rural route. |
Key as shown.
IF STREET IS BLANK, THEN BLANK OUT CITY, STATE AND ZIP
2 - 28 City Key city as shown.
IF CITY, STATE AND ZIP ARE BLANK, THEN BLANK OUT STREET ADDRESS.
| 2 | - | 29 | State | Key two letter state abbreviation. |
| 2 | - | 30 | ZIP Code | Key five digit ZIP code. |
| 3 | - | 16 | County Municipality Code | Key four digit code. Numeric only. |
If less than four digits, skip field.
| 3 | - | 66 | Driver's License Number | Key as shown. |
| 3 | - | 68 | Federal Ext Filed Indicator | 1 or Blank. |
| 3 | - | 69 | Foreign Address Indicator | 1 or Blank |
| 2 | - | 37 | Change of Address Checkbox | 1 or Blank. |
| 3 | - | 64 | Death Certificate Chekbox | 1 or Blank. |
| 3 | - | 49 | Do Not Mail Forms Checkbox | 1 or Blank. |
| 3 | - | 50 | Tax Preparer's Authorization Checkbox | 1 or Blank. |
| 3 | - | 65 | NJ-1040-O Checkbox | 1 or Blank. |
| 3 | - | 54 | Presidential Disaster Relief Code Checkbox | 1 or Blank. |
| 6 | - | 49 | EFT Refund Type | 1 or 4. |
| 6 | - | 47 | EFT Account Type | "C" or "S". |
| 6 | - | 52 | Foreign Bank Indicator | 1 or Blank. |
| 6 | - | 46 | Routing Number | Key as shown. |
| 6 | - | 48 | Bank Account Field | Key as shown. |
| Page 2 | ||||
| 3 | - | 22 | Residency Status From | Key in MMDDYY order. |
If the month and the year are present, but the day is missing, key the month shown, '01' for the day and the year shown.
If the month or year is missing, skip the field.
3 - 23 Residency Status To Key in MMDDYY order.
If the month and the year are present, but the day is missing, key the month shown, '28' for the day and the year shown.
If the word 'present' appears, key 1231 and the current year.
If the month or year is missing, skip the field.
| 2 | - | 19 | Fiscal Month End | Key 01 through 12 or Blank |
| 3 | - | 24 | Filing Status | Key 1, 2, 3, 4, or 5. |
| 3 | - | 25 | FS3 - Spouse/CU Partner SSN | Key as shown. |
| 3 | - | 70 | Deceased Spouse Year Indicator | 1, 2, or Blank |
| 3 | - | 30 | Domestic Partner Indicator | 1 or Blank. |
| 3 | - | 31 | Line 6 - Regular Exemption | Key single digit. |
If Blank or zero, skip.
| 3 | - | 32 | Line 7 - Age 65 Exemption | Key single digit. |
| 3 | - | 33 | Line 8 - Blind/Dis. Exemption | Key single digit. |
| 3 | - | 67 | Line 9 - Veteran's Exemption | Key single digit or blank. |
| 3 | - | 34 | Line 10 - Dependent Children | Key as shown. |
| 3 | - | 35 | Line 11 - Other Dependents | Key as shown. |
| 3 | - | 36 | Line 12 - Attending College | Key as shown. |
| 3 | - | 71 | Line 13 - Total Exemption Amount | KEY DOLLARS ONLY |
| 3 | - | 39 | Line 14a - Dependent's SS# | Key as shown. |
| 3 | - | 40 | Line 14a - Dependent's Birth Year | Key as shown. |
| 3 | - | 60 | Line 14a - Health Ins Indicator | 1 or Blank |
| 3 | - | 41 | Line 14b - Dependent's SS# | Key as shown. |
| 3 | - | 42 | Line 14b - Dependent's Birth Year | Key as shown. |
| 3 | - | 61 | Line 14b - Health Ins Indicator | 1 or Blank |
| 3 | - | 43 | Line 14c - Dependent's SS# | Key as shown. |
| 3 | - | 44 | Line 14c - Dependent's Birth Year | Key as shown. |
| 3 | - | 62 | Line 14c - Health Ins Indicator | 1 or Blank |
| 3 | - | 45 | Line 14d - Dependent's SS# | Key as shown. |
| 3 | - | 46 | Line 14d - Dependent's Birth Year | Key as shown. |
| 3 | - | 63 | Line 14d - Health Ins Indicator | 1 or Blank |
| Page 3 | ||||
| 4 | - | 16 | Line 15 - Wages, Salaries | KEY DOLLARS ONLY |
| 4 | - | 17 | Line 16a - Taxable Interest Income | KEY DOLLARS ONLY |
| 4 | - | 18 | Line 16b - Tax Exempt Interest Inc | KEY DOLLARS ONLY |
| 4 | - | 19 | Line 17 - Dividends | KEY DOLLARS ONLY |
| 4 | - | 20 | Line 18 - Net Profits from Business | KEY DOLLARS ONLY |
| 4 | - | 21 | Line 19 - Net Gains or Income from Property | KEY DOLLARS ONLY |
| 4 | - | 22 | Line 20a - Pensions, Annuities, IRA Withdrawals | KEY DOLLARS ONLY |
| 4 | - | 33 | Line 20b - Excludable Pensions, Annuities, IRA Withdrawals | KEY DOLLARS ONLY |
| 4 | - | 25 | Line 21 - Distributive Share of Partnership Income | KEY DOLLARS ONLY |
| 4 | - | 26 | Line 22 - Net Pro Rata Share of S Corp Income | KEY DOLLARS ONLY |
| 4 | - | 27 | Line 23 - Net Gain from Rent, Royalties, | KEY DOLLARS ONLY |
| 4 | - | 28 | Line 24 - Net Gambling Winnings | KEY DOLLARS ONLY |
| 4 | - | 29 | Line 25 - Alimony and Separate Maintenance | KEY DOLLARS ONLY |
| 4 | - | 30 | Line 26 - Other | KEY DOLLARS ONLY |
| 4 | - | 31 | Line 27 - Total Income | KEY DOLLARS ONLY |
| 4 | - | 23 | Line 28a - Pension Exclusion | KEY DOLLARS ONLY |
| 5 | - | 16 | Line 28b - Other Retirement Income Exclusion | KEY DOLLARS ONLY |
| 4 | - | 32 | Line 28c - Total Exclusion Amount | KEY DOLLARS ONLY |
| 5 | - | 17 | Line 29 - NJ Gross Income | KEY DOLLARS ONLY |
| 5 | - | 19 | Line 30 - Total Exemption Amount | KEY DOLLARS ONLY |
| 5 | - | 20 | Line 31 - Medical Expenses | KEY DOLLARS ONLY |
| 5 | - | 21 | Line 32 - Alimony & Separate Maintenance | KEY DOLLARS ONLY |
| 5 | - | 22 | Line 33 - Qualified Conservation Contribution | KEY DOLLARS ONLY |
| 5 | - | 23 | Line 34 - Health Enterprise Zone Deduction | KEY DOLLARS ONLY |
| 5 | - | 43 | Line 35 - Alt Business Calculation | KEY DOLLARS ONLY |
| 5 | - | 24 | Line 36 - Total Exemptions and Deductions | KEY DOLLARS ONLY |
| 5 | - | 26 | Line 37 - Taxable Income | KEY DOLLARS ONLY |
| 5 | - | 27 | Line 38a - Total Property Taxes Paid | KEY DOLLARS ONLY |
| 5 | - | 44 | Line 38b - Block | Key as shown. |
| 5 | - | 45 | Line 38b - Block Suffix | Key as shown. |
| 5 | - | 46 | Line 38b - Lot | Key as shown. |
| 5 | - | 47 | Line 38b - Lot Suffix | Key as shown. |
| 5 | - | 48 | Line 38b - Qualifier | Key as shown. |
| 5 | - | 49 | Line 38c - County/Municipality Code | Key four digit code. Numeric only. |
If less than four digits, skip field.
| 5 | - | 50 | Worksheet G-1 Oval | 1 or Blank |
| 5 | - | 29 | Line 39 - Property Tax Deduction | KEY DOLLARS ONLY |
| 5 | - | 30 | Line 40 - NJ Taxable Income | KEY DOLLARS ONLY |
| 5 | - | 31 | Line 41 - Tax | KEY DOLLARS ONLY |
| 5 | - | 36 | Line 42 - Credit for Other Jurisdictions | KEY DOLLARS ONLY |
| 5 | - | 40 | Line 42a - Enter Jurisdiction Code | Key 00 to 99 |
| 5 | - | 39 | Line 43 - Balance of Tax | KEY DOLLARS ONLY |
| 5 | - | 53 | Line 44c - Child and Dependent Care Credit Oval | 1 or Blank |
| 5 | - | 51 | Line 44 - Child and Dependent Care Credit | KEY DOLLARS ONLY |
| 5 | - | 52 | Line 45 - Balance of Tax | KEY DOLLARS ONLY |
| 6 | - | 17 | Line 46 - Sheltered Workshop Tax Credit | KEY DOLLARS ONLY |
| 6 | - | 18 | Line 47 - Balance of Tax | KEY DOLLARS ONLY |
| 6 | - | 55 | Line 48 - Gold Star Family Counseling Credit | KEY DOLLARS ONLY |
| 6 | - | 56 | Line 49 - Balance of Tax after Credit | KEY DOLLARS ONLY |
| 6 | - | 19 | Line 50 - Use Tax Due | KEY DOLLARS ONLY |
| 6 | - | 20 | Line 51 - Penalty for Underpayment of Est. Tax | KEY DOLLARS ONLY |
| 6 | - | 54 | Line 51 - NJ-2210 Attached Oval | 1 or 0 |
| 6 | - | 21 | Line 52 - Total Tax and Penalty | KEY DOLLARS ONLY |
| Page 4 | ||||
| 6 | - | 22 | Line 53 - Total NJ Income Tax Withheld | KEY DOLLARS ONLY |
| 6 | - | 23 | Line 54 - Property Tax Credit | KEY DOLLARS ONLY |
| 6 | - | 24 | Line 55 - NJ Estimated Tax/Credit from 2017 | KEY DOLLARS ONLY |
| 6 | - | 25 | Line 56 - NJ Earned Income Tax Credit | KEY DOLLARS ONLY |
| 6 | - | 42 | Line 56 - IRS Calculate Federal EIC Checkbox | 1 or Blank |
| 6 | - | 51 | Line 56 - CU Couple Claming NJ EITC Checkbox | 1 or Blank |
| 6 | - | 26 | Line 57 - Excess UI/SF/SWF Withheld | KEY DOLLARS ONLY |
| 6 | - | 27 | Line 58 - Excess NJ Disability Withheld | KEY DOLLARS ONLY |
| 6 | - | 53 | Line 59 - Excess NJ Family Leave Withheld | KEY DOLLARS ONLY |
| 6 | - | 57 | Line 60 - Wounded Warrior Caregivers Credit | KEY DOLLARS ONLY |
| 6 | - | 28 | Line 61 - Total Payments/Credit | KEY DOLLARS ONLY |
| 6 | - | 29 | Line 62 - Amount of Tax You Owe | KEY DOLLARS ONLY |
| 6 | - | 30 | Line 63 - Overpayment | KEY DOLLARS ONLY |
| 6 | - | 31 | Line 64 - Credit to Your 2019 Tax | KEY DOLLARS ONLY |
| 6 | - | 32 | Line 65 - NJ Endangered Wildlife Fund | KEY DOLLARS ONLY |
| 6 | - | 33 | Line 66 - NJ Children's Trust Fund | KEY DOLLARS ONLY |
| 6 | - | 34 | Line 67 - NJ Vietnam Veterans' Memorial Fund | KEY DOLLARS ONLY |
| 6 | - | 35 | Line 68 - NJ Breast Cancer Fund | KEY DOLLARS ONLY |
| 6 | - | 36 | Line 69 - USS NJ Educational Fund | KEY DOLLARS ONLY |
| 6 | - | 37 | Line 70 - Other Designated Contribution CODE | KEY DOLLARS ONLY |
| 6 | - | 38 | Line 70 - Other Designated Contribution AMOUNT | KEY DOLLARS ONLY |
| 6 | - | 58 | Line 71 - Other Designated Contribution CODE | KEY DOLLARS ONLY |
| 6 | - | 59 | Line 71 - Other Designated Contribution AMOUNT | KEY DOLLARS ONLY |
| 6 | - | 60 | Line 72 - Other Designated Contribution CODE | KEY DOLLARS ONLY |
| 6 | - | 61 | Line 72 - Other Designated Contribution AMOUNT | KEY DOLLARS ONLY |
| 6 | - | 39 | Line 73 - Total Deductions from Overpayment | KEY DOLLARS ONLY |
| 6 | - | 62 | Line 74 - Balance Due | KEY DOLLARS ONLY |
| 6 | - | 40 | Line 75 - Refund | KEY DOLLARS ONLY |
| 3 | - | 47 | Gubernatorial Fund | Key the number of 'YES' boxes checked - Blank, 1, or 2. |
| 6 | - | 63 | Health Insurance Coverage - You | 1 or Blank |
| 6 | - | 64 | Health Insurance Coverage - Spouse/CU Partner | 1 or Blank |
| 6 | - | 65 | Health Insurance Coverage - Domestic Partner | 1 or Blank |
| 3 | - | 48 | Signature Field | '1' for signed and '0' for unsigned. |
| 3 | - | 51 | FIN - Preparer's ID Number | Key as shown. |
| 3 | - | 52 | FEIN - Federal Employer Identification Number | Key as shown. |
NR HP
| VERIFY INSTRUCTIONS FOR 2018 NJ-1040-NR HAND PRINT | ||||
| NONRESIDENT | ||||
| FINAL (GITNT18) - 10/31/18 | ||||
| Field | Field Name | Description | ||
| Page 1 | ||||
| 2 | - | 9 | Applied Date | For mixed batches only. Key in MMDDYY format. |
| 2 | - | 18 | Fiscal Month End | Key 01 through 12 or blank. |
| 2 | - | 19 | Your Social Security Number | For non-labeled returns, key as shown. |
IF BLANK AND NAME FILLED IN KEY ALL 7'S.
IF BLANK AND NAME BLANK, SKIP THE DOCUMENT.
| 2 | - | 22 | Spouse Social Security Number | Key as shown. This field will skip for recognized labels. |
| 2 | - | 23 | Last Name/First Name | For labeled returns with no changes, key '-' (hyphen) and the NCTL. |
For non-labeled returns, key last name, first name, middle initial for filer.
Also use the same format for spouse.
DO NOT SKIP DOCUMENT IF NAME IS BLANK AND THERE IS A SS#.
ONLY SKIP DOCUMENT IF BOTH THE NAME AND SS# ARE BLANK.
See list of conventions for keying name, no commas or other. Use '&' for 'and'. If more than one set of names is shown, enter as indicated by screening. If not indicated, check with supervisor. DO NOT KEY TITLES.
Examples:
Shown as - Key as John Smith - Smith John John D Smith - Smith John D J David Smith - Smith J David John Smith Jr. - Smith Jr John John & Mary Smith - Smith John & Mary Mr. & Mrs. John Smith - Smith John Mr. John Smith & wife - Smith John Mrs. John Smith - Smith Mrs John John, Mary & Tom Smith - Smith J M & T Mr. & Mrs. Smith - Call Supervisor 2 - 26 Street Address Number and Street, including apartment number or rural route.
Key as shown.
IF STREET IS BLANK, THEN BLANK OUT CITY, STATE AND ZIP
2 - 27 City Key city as shown.
IF CITY, STATE AND ZIP ARE BLANK, THEN BLANK OUT STREET ADDRESS.
| 2 | - | 28 | State | Key two letter state abbreviation. |
| 2 | - | 29 | Zip Code | Key five digit zip code. |
| 2 | - | 37 | Change of Address | 1 or Blank. |
| 3 | - | 18 | Residency Status From | Key in MMDDYY order. |
If the month and the year are present, but the day is missing, key the month shown, '01' for the day and the year shown.
If the month or year is missing, skip the field.
3 - 19 Residency Status To Key in MMDDYY order.
If the month and the year are present, but the day is missing, key the month shown, '28' for the day and the year shown.
If the word 'present' appears, key 1231 and the current year.
If the month or year is missing, skip the field.
3 - 20 Filing Status Key 1, 2, 3, 4, or 5.
If no ovals filled in or more than one oval filled in, leave blank.
| 3 | - | 21 | Name and SS# of Spouse | Key as shown. |
| 3 | - | 22 | Domestic Partner Indicator | Line 6. Key 1 for oval filled in, blank if not. |
| 3 | - | 23 | Line 6 - Regular Exemption | Key single digit. If blank or zero, skip. |
| 3 | - | 24 | Line 7 - Age 65 Exemption | Key single digit or blank. |
| 3 | - | 25 | Line 8 - Blind/Dis. Exemption | Key single digit or blank. |
| 3 | - | 58 | Line 9 - Veteran's Exemption | Key single digit or blank. |
| 3 | - | 26 | Line 10 - Dependent Children | Key as shown. |
| 3 | - | 27 | Line 11 - Other Dependents | Key as shown. |
| 3 | - | 28 | Line 12 - Attending College | Key as shown. |
| 3 | - | 29 | Line 13a - Total 6, 7, 8, and 12. | Key as shown. |
| 3 | - | 30 | Line 13b - Total 10 and 11. | Key as shown. |
| 3 | - | 59 | Line 13c - Total 9 | Key as shown. |
| 3 | - | 31 | Line 14a - Dependent's SS# | Key as shown. |
| 3 | - | 32 | Line 14a - Dependent's Birth Year | Key as shown. |
| 3 | - | 33 | Line 14b - Dependent's SS# | Key as shown. |
| 3 | - | 34 | Line 14b - Dependent's Birth Year | Key as shown. |
| 3 | - | 35 | Line 14c - Dependent's SS# | Key as shown. |
| 3 | - | 36 | Line 14c - Dependent's Birth Year | Key as shown. |
| 3 | - | 37 | Line 14d - Dependent's SS# | Key as shown. |
| 3 | - | 38 | Line 14d - Dependent's Birth Year | Key as shown. |
| 3 | - | 43 | Gubernatorial Election Fund | Key the number of 'YES' boxes checked - 0, 1 or 2. |
| 3 | - | 56 | Driver's License Number | Key as shown. |
| 3 | - | 57 | Driver's License State | Key as shown. |
| 4 | - | 33 | Line 15 - Lines 64 through 70 Completed Oval | 1 or Blank. |
| 4 | - | 34 | Line 15 (Col. A) - Wages Everywhere | KEY DOLLARS AND CENTS. |
| 4 | - | 35 | Line 15 (Col. B) - Wages NJ | KEY DOLLARS AND CENTS. |
| 4 | - | 36 | Line 22 (Col. A) - Pensions, Annunities, and IRS Withdrawals Everywhere | KEY DOLLARS AND CENTS. |
| 4 | - | 21 | Line 27(Col. A) - Total Income Everywhere | KEY DOLLARS AND CENTS. |
| 4 | - | 22 | Line 27(Col. B) - Total Income NJ | KEY DOLLARS AND CENTS. |
| 4 | - | 27 | Line 28a (Col. A) - Pension Exclusion | KEY DOLLARS AND CENTS. |
| 4 | - | 23 | Line 28b (Col. A) - Retirement Excl. Everywhere | KEY DOLLARS AND CENTS. |
| 4 | - | 24 | Line 28b (Col. B) - Total Retirement Excl. NJ | KEY DOLLARS AND CENTS. |
| 4 | - | 28 | Line 28c (Col. A) - Total Exclusion Everywhere | KEY DOLLARS AND CENTS. |
| 4 | - | 29 | Line 28c (Col. B) - Total Exclusion NJ | KEY DOLLARS AND CENTS. |
| 4 | - | 25 | Line 29 (Col. A) - Gross Income Everywhere (Page 1) | KEY DOLLARS AND CENTS. |
| 4 | - | 26 | Line 29 (Col. B) - Gross Income NJ (Page 1) | KEY DOLLARS AND CENTS. |
| Page 2 | ||||
| Line 30 (Col. A) - Gross Income Everywhere (Page 2) | KEY DOLLARS AND CENTS. | |||
| Line 30 (Col. B) - Gross Income NJ (Page 2) | KEY DOLLARS AND CENTS. | |||
| 5 | - | 18 | Line 31 - Total Exemption Amount | KEY DOLLARS AND CENTS. |
| 5 | - | 19 | Line 32 - Medical Expenses | KEY DOLLARS AND CENTS. |
| 5 | - | 20 | Line 33 - Alimony & Separate Maintenance | KEY DOLLARS AND CENTS. |
| 5 | - | 21 | Line 34 - Qualified Conservation Contribution | KEY DOLLARS AND CENTS. |
| 5 | - | 22 | Line 35 - Health Enterprise Zone Deduction | KEY DOLLARS AND CENTS. |
| 5 | - | 36 | Line 36 - Alt Business Calculation | KEY DOLLARS AND CENTS. |
| 5 | - | 23 | Line 37 - Total Exemptions and Deductions | KEY DOLLARS AND CENTS. |
| 5 | - | 24 | Line 38 - Taxable Income | KEY DOLLARS AND CENTS. |
| 5 | - | 25 | Line 39 - Tax on Amount on Line 38 | KEY DOLLARS AND CENTS. |
| 5 | - | 27 | Line 41 - New Jersey Tax | KEY DOLLARS AND CENTS. |
| 5 | - | 28 | Line 42 - Sheltered Workshop Tax Credit | KEY DOLLARS AND CENTS. |
| 5 | - | 29 | Line 43 - Balance of Tax | KEY DOLLARS AND CENTS. |
| 5 | - | 37 | Line 44 - Gold Star Family Counseling Credit | KEY DOLLARS AND CENTS. |
| 5 | - | 38 | Line 45 - Balance of Tax After Credits | KEY DOLLARS AND CENTS. |
| 6 | - | 61 | Line 46 - Form 2210 Attached Oval | 1 or 0 |
| 6 | - | 18 | Line 46 - Penalty for Underpayment of Est. Tax | KEY DOLLARS AND CENTS. |
| 6 | - | 19 | Line 47 - Total Tax and Penalty | KEY DOLLARS AND CENTS. |
| 6 | - | 20 | Line 48 - Total NJ Income Tax Withheld | KEY DOLLARS AND CENTS. |
| 6 | - | 21 | Line 49 - NJ Estimated Tax/Credit from 2017 | KEY DOLLARS AND CENTS. |
| 6 | - | 22 | Line 50 - Tax Paid on your Behalf by Partnership | KEY DOLLARS AND CENTS. |
| 6 | - | 24 | Line 51 - Excess UI/SF/SWF Withheld | KEY DOLLARS AND CENTS. |
| 6 | - | 25 | Line 52 - Excess NJ Disability Withheld | KEY DOLLARS AND CENTS. |
| 6 | - | 58 | Line 53 - Excess NJ Family Leave Withheld | KEY DOLLARS AND CENTS. |
| 6 | - | 26 | Line 54 - Total Payments/Credit | KEY DOLLARS AND CENTS. |
| 6 | - | 27 | Line 55 - Amount of Tax You Owe | KEY DOLLARS AND CENTS. |
| 6 | - | 28 | Line 56 - Overpayment | KEY DOLLARS AND CENTS. |
| 6 | - | 29 | Line 57(A) - Credit to Your 2019 Tax | KEY DOLLARS AND CENTS. |
| 6 | - | 30 | Line 57(B) - NJ Endangered Wildlife Fund | KEY DOLLARS AND CENTS. |
| 6 | - | 31 | Line 57(C) - NJ Children's Trust Fund | KEY DOLLARS AND CENTS. |
| 6 | - | 32 | Line 57(D) - NJ Vietnam Veterans' Memorial Fund | KEY DOLLARS AND CENTS. |
| 6 | - | 33 | Line 57(E) - NJ Breast Cancer Fund | KEY DOLLARS AND CENTS. |
| 6 | - | 34 | Line 57(F) - USS NJ Educational Fund | KEY DOLLARS AND CENTS. |
| 6 | - | 35 | Line 57(G) - Other Designated Contribution CODE | |
| 6 | - | 36 | Line 57(G) - Other Designated Contribution AMOUNT | KEY DOLLARS AND CENTS. |
| 6 | - | 37 | Line 58 - Total Deductions from Overpayment | KEY DOLLARS AND CENTS. |
| 6 | - | 38 | Line 59 - Refund | KEY DOLLARS AND CENTS. |
| 6 | - | 40 | Signature Field | '1' for signed and '0' for unsigned. |
| 6 | - | 59 | Deceased Taxpayer Checkbox | 1 or Blank |
| 6 | - | 42 | Tax Preparer's Authorization | 1 or Blank |
| 6 | - | 43 | FIN - Preparer's ID Number | Key as shown. |
| 6 | - | 44 | FEIN1 - Firm's ID Number | Key as shown. |
| Division Use Boxes | ||||
| 6 | - | 45 | Box 1 - Penalty & Interest code | Accepts A, L, M, S and W. |
| 6 | - | 46 | Box 2 - Message Code | Accepts A thru L, M, P, R, S and T. |
| 6 | - | 47 | Box 3 - Penalty & Interest amount | |
| 6 | - | 48 | Box 4 - # of Month Extension | Accepts 00 thru 06. If less than 4, key 4. If greater than 4, key 6. |
| 6 | - | 49 | Box 5 - W-2 code | Accepts D, J, K, L, M, N, O, P, Q, R, S, T, V, X, Y and Z. |
| 6 | - | 50 | Box 6 - Estimated P & I code | Accepts A, S and W. |
| 6 | - | 51 | Box 7 - Estimated P & I amount | |
| 6 | - | 60 | Box 8 - Income Code | Accepts C or Blank |
NR MP
| VERIFY INSTRUCTIONS FOR 2018 NJ-1040 MACHINE PRINT | ||||
| NONRESIDENT | ||||
| FINAL (GITNT18) - 10/31/18 | ||||
| Field | Field Name | Description | ||
| Page 1 | ||||
| 2 | - | 9 | Applied Date | For mixed batches only. Key in MMDDYY format. |
| 2 | - | 18 | Fiscal Month End | Key 01 through 12 or Blank. |
| 6 | - | 57 | Vendor Code | Key as shown. |
| 2 | - | 19 | Your Social Security Number | For non-labeled returns, key as shown. |
IF BLANK AND NAME FILLED IN KEY ALL 7'S.
IF BLANK AND NAME BLANK, SKIP THE DOCUMENT.
| 2 | - | 22 | Spouse Social Security Number | Key as shown. This field will skip for recognized labels. |
| 2 | - | 23 | Last Name/First Name | For labeled returns with no changes, key '-' (hyphen) and the NCTL. |
For non-labeled returns, key last name, first name, middle initial for filer.
Also use the same format for spouse.
DO NOT SKIP DOCUMENT IF NAME IS BLANK AND THERE IS A SS#.
ONLY SKIP DOCUMENT IF BOTH THE NAME AND SS# ARE BLANK.
See list of conventions for keying name, no commas or other. Use '&' for 'and'. If more than one set of names is shown, enter as indicated by screening. If not indicated, check with supervisor. DO NOT KEY TITLES.
Examples:
Shown as - Key as John Smith - Smith John John D Smith - Smith John D J David Smith - Smith J David John Smith Jr. - Smith Jr John John & Mary Smith - Smith John & Mary Mr. & Mrs. John Smith - Smith John Mr. John Smith & wife - Smith John Mrs. John Smith - Smith Mrs John John, Mary & Tom Smith - Smith J M & T Mr. & Mrs. Smith - Call Supervisor 2 - 26 Street Address Number and Street, including apartment number or rural route.
Key as shown.
IF STREET IS BLANK, THEN BLANK OUT CITY, STATE AND ZIP.
2 - 27 City Key city as shown.
IF CITY, STATE AND ZIP ARE BLANK, THEN BLANK OUT STREET ADDRESS.
| 2 | - | 28 | State | Key two letter state abbreviation. |
| 2 | - | 29 | Zip Code | Key five digit zip code. |
| 3 | - | 56 | Driver's License Number | Key as shown. |
| 3 | - | 57 | Driver's License State | Key as shown. |
| 2 | - | 37 | Change of Address Checkbox | 1 or Blank. |
| 3 | - | 18 | Residency Status From | Key in MMDDYY order. |
If the month and the year are present, but the day is missing, key the month shown, '01' for the day and the year shown.
If the month or year is missing, skip the field.
3 - 19 Residency Status To Key in MMDDYY order.
If the month and the year are present, but the day is missing, key the month shown, '28' for the day and the year shown.
If the word 'present' appears, key 1231 and the current year.
If the month or year is missing, skip the field.
| 3 | - | 20 | Filing Status | Key 1, 2, 3, 4, or 5. If no ovals filled in or more than one oval filled in, leave blank. |
| 3 | - | 21 | Name and SS# of Spouse | Key as shown. |
| 3 | - | 22 | Domestic Partner Indicator | Line 6. Key 1 for oval filled in, blank if not. |
| 3 | - | 23 | Line 6 - Regular Exemption | Key single digit. If blank or zero, skip. |
| 3 | - | 24 | Line 7 - Age 65 Exemption | Key single digit or blank. |
| 3 | - | 25 | Line 8 - Blind/Dis. Exemption | Key single digit or blank. |
| 3 | - | 58 | Line 9 - Veteran's Exemption | Key single digit or blank. |
| 3 | - | 26 | Line 10 - Dependent Children | Key as shown. |
| 3 | - | 27 | Line 11 - Other Dependents | Key as shown. |
| 3 | - | 28 | Line 12 - Attending College | Key as shown. |
| 3 | - | 29 | Line 13a - Total 6, 7, 8, and 12. | Key as shown. |
| 3 | - | 30 | Line 13b - Total 10 and 11. | Key as shown. |
| 3 | - | 59 | Line 13c - Total 9 | Key as shown. |
| 3 | - | 31 | Line 14a - Dependent's SS# | Key as shown. |
| 3 | - | 32 | Line 14a - Dependent's Birth Year | Key as shown. |
| 3 | - | 33 | Line 14b - Dependent's SS# | Key as shown. |
| 3 | - | 34 | Line 14b - Dependent's Birth Year | Key as shown. |
| 3 | - | 35 | Line 14c - Dependent's SS# | Key as shown. |
| 3 | - | 36 | Line 14c - Dependent's Birth Year | Key as shown. |
| 3 | - | 37 | Line 14d - Dependent's SS# | Key as shown. |
| 3 | - | 38 | Line 14d - Dependent's Birth Year | Key as shown. |
| 3 | - | 43 | Gubernatorial Election Fund | Key the number of 'YES' boxes checked - 0, 1 or 2. |
| 4 | - | 33 | Line 15 - Lines 64 through 70 Completed Oval | 1 or Blank. |
| 4 | - | 34 | Line 15 (Col. A) - Wages Everywhere | KEY DOLLARS ONLY. |
| 4 | - | 35 | Line 15 (Col. B) - Wages NJ | KEY DOLLARS ONLY. |
| 4 | - | 36 | Line 22 (Col. A) - Pensions, Annunities, and IRS Withdrawals Everywhere | KEY DOLLARS ONLY. |
| 4 | - | 21 | Line 27(Col. A) - Total Income Everywhere | KEY DOLLARS ONLY. |
| 4 | - | 22 | Line 27(Col. B) - Total Income NJ | KEY DOLLARS ONLY. |
| 4 | - | 27 | Line 28a (Col. A) - Pension Exclusion | KEY DOLLARS ONLY. |
| 4 | - | 23 | Line 28b (Col. A) - Retirement Excl. Everywhere | KEY DOLLARS ONLY. |
| 4 | - | 24 | Line 28b (Col. B) - Total Retirement Excl. NJ | KEY DOLLARS ONLY. |
| 4 | - | 28 | Line 28c (Col. A) - Total Exclusion Everywhere | KEY DOLLARS ONLY. |
| 4 | - | 29 | Line 28c (Col. B) - Total Exclusion NJ | KEY DOLLARS ONLY. |
| Page 2 | ||||
| 4 | - | 25 | Line 29 (Col. A) - Gross Income Everywhere (Page 1) | KEY DOLLARS ONLY. |
| 4 | - | 26 | Line 29 (Col. B) - Gross Income NJ (Page 1) | KEY DOLLARS ONLY. |
| Line 30 (Col. A) - Gross Income Everywhere (Page 2) | KEY DOLLARS ONLY. | |||
| Line 30 (Col. B) - Gross Income NJ (Page 2) | KEY DOLLARS ONLY. | |||
| 5 | - | 18 | Line 31 - Total Exemption Amount | KEY DOLLARS ONLY. |
| 5 | - | 19 | Line 32 - Medical Expenses | KEY DOLLARS ONLY. |
| 5 | - | 20 | Line 33 - Alimony & Separate Maintenance | KEY DOLLARS ONLY. |
| 5 | - | 21 | Line 34 - Qualified Conservation Contribution | KEY DOLLARS ONLY. |
| 5 | - | 22 | Line 35 - Health Enterprise Zone Deduction | KEY DOLLARS ONLY. |
| 5 | - | 36 | Line 36 - Alt Business Calculation | KEY DOLLARS ONLY. |
| 5 | - | 23 | Line 37 - Total Exemptions and Deductions | KEY DOLLARS ONLY. |
| 5 | - | 24 | Line 38 - Taxable Income | KEY DOLLARS ONLY. |
| 5 | - | 25 | Line 39 - Tax on Amount on Line 38 | KEY DOLLARS ONLY. |
| 5 | - | 27 | Line 41 - New Jersey Tax | KEY DOLLARS ONLY. |
| 5 | - | 28 | Line 42 - Sheltered Workshop Tax Credit | KEY DOLLARS ONLY. |
| 5 | - | 29 | Line 43 - Balance of Tax | KEY DOLLARS ONLY. |
| 5 | - | 37 | Line 44 - Gold Star Family Counseling Credit | KEY DOLLARS ONLY. |
| 5 | - | 38 | Line 45 - Balance of Tax After Credits | KEY DOLLARS ONLY. |
| 6 | - | 61 | Line 46 - Form 2210 Attached Oval | 1 or 0 |
| 6 | - | 18 | Line 46 - Penalty for Underpayment of Est. Tax | KEY DOLLARS ONLY. |
| 6 | - | 19 | Line 47 - Total Tax and Penalty | KEY DOLLARS ONLY. |
| 6 | - | 20 | Line 48 - Total NJ Income Tax Withheld | KEY DOLLARS ONLY. |
| 6 | - | 21 | Line 49 - NJ Estimated Tax/Credit from 2017 | KEY DOLLARS ONLY. |
| 6 | - | 22 | Line 50 - Tax Paid on your Behalf by Partnership | KEY DOLLARS ONLY. |
| 6 | - | 24 | Line 51 - Excess UI/SF/SWF Withheld | KEY DOLLARS ONLY. |
| 6 | - | 25 | Line 52 - Excess NJ Disability Withheld | KEY DOLLARS ONLY. |
| 6 | - | 58 | Line 53 - Excess NJ Family Leave Withheld | KEY DOLLARS ONLY. |
| 6 | - | 26 | Line 54 - Total Payments/Credit | KEY DOLLARS ONLY. |
| 6 | - | 27 | Line 55 - Amount of Tax You Owe | KEY DOLLARS ONLY. |
| 6 | - | 28 | Line 56 - Overpayment | KEY DOLLARS ONLY. |
| 6 | - | 29 | Line 57(A) - Credit to Your 2019 Tax | KEY DOLLARS ONLY. |
| 6 | - | 30 | Line 57(B) - NJ Endangered Wildlife Fund | KEY DOLLARS ONLY. |
| 6 | - | 31 | Line 57(C) - NJ Children's Trust Fund | KEY DOLLARS ONLY. |
| 6 | - | 32 | Line 57(D) - NJ Vietnam Veterans' Memorial Fund | KEY DOLLARS ONLY. |
| 6 | - | 33 | Line 57(E) - NJ Breast Cancer Fund | KEY DOLLARS ONLY. |
| 6 | - | 34 | Line 57(F) - USS NJ Educational Fund | KEY DOLLARS ONLY. |
| 6 | - | 35 | Line 57(G) - Other Designated Contribution CODE | |
| 6 | - | 36 | Line 57(G) - Other Designated Contribution AMOUNT | KEY DOLLARS ONLY. |
| 6 | - | 37 | Line 58 - Total Deductions from Overpayment | KEY DOLLARS ONLY. |
| 6 | - | 38 | Line 59 - Refund | KEY DOLLARS ONLY. |
| 6 | - | 40 | Signature Field | '1' for signed and '0' for unsigned. |
| 6 | - | 59 | Deceased Taxpayer Checkbox | 1 or Blank |
| 6 | - | 42 | Tax Preparer's Authorization | 1 or Blank |
| 6 | - | 43 | FIN - Preparer's ID Number | Key as shown. |
| 6 | - | 44 | FEIN1 - Firm's ID Number | Key as shown. |
| Division Use Boxes | ||||
| 6 | - | 45 | Box 1 - Penalty & Interest code | Accepts A, L, M, S and W. |
| 6 | - | 46 | Box 2 - Message Code | Accepts A thru L, M, P, R, S and T. |
| 6 | - | 47 | Box 3 - Penalty & Interest amount | |
| 6 | - | 48 | Box 4 - # of Month Extension | Accepts 00 thru 06. If less than 4, key 4. If greater than 4, key 6. |
| 6 | - | 49 | Box 5 - W-2 code | Accepts D, J, K, L, M, N, O, P, Q, R, S, T, V, X, Y and Z. |
| 6 | - | 50 | Box 6 - Estimated P & I code | Accepts A, S and W. |
| 6 | - | 51 | Box 7 - Estimated P & I amount | |
| 6 | - | 60 | Box 8 - Income Code | Accepts C or Blank |
FID HP
| VERIFY INSTRUCTIONS FOR 2018 NJ-1041 HAND PRINT | ||||
| FIDUCIARY | ||||
| FINAL (GITFT18) - 9/4/18 | ||||
| Field | Field Name | Description | ||
| Page 1 | ||||
| 2 | - | 9 | Applied Date | For mixed batches only. Key in MMDDYY format. |
| 2 | - | 18 | Fiscal Month End | Key 01 thru 12 or blank |
| 2 | - | 19 | FID # | For non-labeled returns, key as shown. |
IF BLANK AND NAME FILLED IN KEY ALL 7'S.
IF BLANK AND NAME BLANK, SKIP THE DOCUMENT.
2 - 23 Name of Estate For labeled returns with no changes, key '-' (hyphen) and the NCTL.
For non-labeled returns, key last name, first name, middle initial for filer.
Also use the same format for spouse.
DO NOT SKIP DOCUMENT IF NAME IS BLANK AND THERE IS A SS#.
ONLY SKIP DOCUMENT IF BOTH THE NAME AND SS# ARE BLANK.
See list of conventions for keying name, no commas or other. Use '&' for 'and'. If more than one set of names is shown, enter as indicated by screening. If not indicated, check with supervisor. DO NOT KEY TITLES.
Examples:
Shown as - Key as John Smith - Smith John John D Smith - Smith John D J David Smith - Smith J David John Smith Jr. - Smith Jr John John & Mary Smith - Smith John & Mary Mr. & Mrs. John Smith - Smith John Mr. John Smith & wife - Smith John Mrs. John Smith - Smith Mrs John John, Mary & Tom Smith - Smith J M & T Mr. & Mrs. Smith - Call Supervisor
| 2 | - | 25 | Name and Title of Fiduciary | Key using same conventions as name of estate or trust. |
| 2 | - | 26 | Address of Fiduciary | Number and Street, including apartment number or rural route. |
Key as shown.
IF STREET IS BLANK, THEN BLANK OUT CITY, STATE AND ZIP
2 - 27 City Key city as shown.
IF CITY, STATE AND ZIP ARE BLANK, THEN BLANK OUT STREET ADDRESS.
| 2 | - | 28 | State | Key two letter state abbreviation. |
| 2 | - | 29 | ZIP Code | Key five digit zip code. |
| 2 | - | 37 | Change of Address | 1 or Blank. |
| 3 | - | 39 | Residency Status | Key 1, 2, 3 or 4. |
| 3 | - | 40 | Residency Status From Date | Key as MMDDYYYY. |
| 3 | - | 41 | Line 5 - Estate Closed Oval | 1 or Blank. |
| 3 | - | 42 | Line 5 - Estate Closed Date | Key as MMDDYYYY. |
| 3 | - | 43 | Gubernatorial Election Fund | Key the number of 'YES' boxes checked - 1 or Blank. |
| 4 | - | 17 | Line 6 - Interest | KEY DOLLARS AND CENTS. |
| 4 | - | 19 | Line 7 - Dividends | KEY DOLLARS AND CENTS. |
| 4 | - | 20 | Line 8 - Net Profits from Business | KEY DOLLARS AND CENTS. |
| 4 | - | 21 | Line 9 - Net Gains or Income from Property | KEY DOLLARS AND CENTS. |
| 4 | - | 24 | Line 10 - Net Gain from Rent, Royalties, Patents, and Copyrights | KEY DOLLARS AND CENTS. |
| 4 | - | 25 | Line 11 - Distributive Share of Partnership Income | KEY DOLLARS AND CENTS. |
| 4 | - | 26 | Line 12 - Net Pro Rata Share of S Corp Income | KEY DOLLARS AND CENTS. |
| 4 | - | 30 | Line 13 - Other Income | KEY DOLLARS AND CENTS. |
| 4 | - | 31 | Line 14 - Gross Income | KEY DOLLARS AND CENTS. |
| 4 | - | 32 | Line 15 - Distributions | KEY DOLLARS AND CENTS. |
| 5 | - | 16 | Line 16 - Total Income | KEY DOLLARS AND CENTS. |
| 5 | - | 17 | Line 16a - NONRESIDENTS: NJ Income from Sch. E. | KEY DOLLARS AND CENTS. |
| 5 | - | 18 | Line 17 - Income Commissions | KEY DOLLARS AND CENTS. |
| 5 | - | 19 | Line 18 - Exemption | KEY DOLLARS AND CENTS. |
| 5 | - | 22 | Line 19 - Health Enterprise Zone Deduction | KEY DOLLARS AND CENTS. |
| 5 | - | 38 | Line 20 - Alt Business Calculation | KEY DOLLARS AND CENTS. |
| 5 | - | 23 | Line 21 - Total Exemptions and Deductions | KEY DOLLARS AND CENTS. |
| 5 | - | 24 | Line 22 - Taxable Income (Page 1) | KEY DOLLARS AND CENTS. |
| Page 2 | ||||
| Line 23 - NJ Taxable Income (Page 2) | KEY DOLLARS AND CENTS. | |||
| 5 | - | 26 | Line 24 - Nonresidents Only - Tax on Amount on Line 23 | KEY DOLLARS AND CENTS. |
| 5 | - | 40 | Line 26 - Subject to Tax Oval | 1 or Blank. |
| 5 | - | 27 | Line 26 - Tax | KEY DOLLARS AND CENTS. |
| 5 | - | 28 | Line 27 - Credit Paid to Other Jurisdictions | KEY DOLLARS AND CENTS. |
| 5 | - | 29 | Line 28 - Balance of Tax | KEY DOLLARS AND CENTS. |
| 5 | - | 30 | Line 29 - Sheltered Workshop Tax Credit | KEY DOLLARS AND CENTS. |
| 5 | - | 31 | Line 30 - Balance of Tax after Credit | KEY DOLLARS AND CENTS. |
| 5 | - | 41 | Line 31 - Penalty for Underpayment of Estimated Tax | KEY DOLLARS AND CENTS. |
| 5 | - | 42 | Line 31 - NJ-2210 Checkbox | 1 or Blank. |
| 5 | - | 43 | Line 32 - Total Tax and Penalty | KEY DOLLARS AND CENTS. |
| 5 | - | 32 | Line 33 - NJ Income Tax Previously Paid | KEY DOLLARS AND CENTS. |
| 5 | - | 34 | Line 34a - Tax Paid on your Behalf by Partnerships | KEY DOLLARS AND CENTS. |
| 5 | - | 36 | Line 34b - Tax Paid on your Behalf by Partnerships and Distributed | KEY DOLLARS AND CENTS. |
| 5 | - | 37 | Line 34c - Balance of Tax Paid on your Behalf by Partnerships | KEY DOLLARS AND CENTS. |
| 5 | - | 39 | Line 35 - Total NJ Income Tax Withheld | KEY DOLLARS AND CENTS. |
| 5 | - | 35 | Line 36 - Total Payments and Credits | KEY DOLLARS AND CENTS. |
| 6 | - | 27 | Line 37 - Balance of Tax Due | KEY DOLLARS AND CENTS. |
| 6 | - | 28 | Line 38 - Overpayment | KEY DOLLARS AND CENTS. |
| 6 | - | 29 | Line 39 - Credit to 2019 Tax | KEY DOLLARS AND CENTS. |
| 6 | - | 38 | Line 40 - Refund | KEY DOLLARS AND CENTS. |
| 6 | - | 40 | Signature Field | 1 for signed and 0 for unsigned. |
| 6 | - | 58 | NJ-1040-O Oval | 1 or Blank. |
| 6 | - | 42 | Tax Preparer's Authorization | 1 or Blank. |
| 6 | - | 43 | FIN - Preparer's ID Number | Key as shown. |
| 6 | - | 44 | FIEN - Preparer Firm's FEIN | Key as shown. |
| Division Use Boxes | ||||
| 6 | - | 45 | Box 1 - Penalty and Interest Code | Accepts A, L, M, S, W, or Blank. |
| 6 | - | 46 | Box 2 - Message Code | Accepts A through L, P, R, S, T, or Blank. |
| 6 | - | 47 | Box 3 - Penalty and Interest Amount | |
| 6 | - | 48 | Box 4 - Number of Months Extension | Accepts 01 through 05 or Blank. |
| 6 | - | 49 | Box 5 - W-2 Code | Accepts D, M, Y, or Blank. |
| 6 | - | 50 | Box 6 | Accepts A, S, W, or Blank. |
| 6 | - | 51 | Box 7 | Accepts 0-9 or Blank. |
FID MP
| VERIFY INSTRUCTIONS FOR 2018 NJ-1041 MACHINE PRINT | ||||
| FIDUCIARY | ||||
| FINAL (GITFT18) - 9/4/18 | ||||
| Field | Field Name | Description | ||
| Page 1 | ||||
| 2 | - | 9 | Applied Date | For mixed batches only. Key in MMDDYY format. |
| 2 | - | 18 | Fiscal Month End | Key 01 through 12 or Blank. |
| 6 | - | 57 | Vendor Code | Key as shown. |
| 2 | - | 19 | FID # | For non-labeled returns, key as shown. |
IF BLANK AND NAME FILLED IN KEY ALL 7'S.
IF BLANK AND NAME BLANK, SKIP THE DOCUMENT.
2 - 23 Name of Estate For labeled returns with no changes, key '-' (hyphen) and the NCTL.
For non-labeled returns, key last name, first name, middle initial for filer.
Also use the same format for spouse.
DO NOT SKIP DOCUMENT IF NAME IS BLANK AND THERE IS A SS#.
ONLY SKIP DOCUMENT IF BOTH THE NAME AND SS# ARE BLANK.
See list of conventions for keying name, no commas or other. Use '&' for 'and'. If more than one set of names is shown, enter as indicated by screening. If not indicated, check with supervisor. DO NOT KEY TITLES.
Examples:
Shown as - Key as John Smith - Smith John John D Smith - Smith John D J David Smith - Smith J David John Smith Jr. - Smith Jr John John & Mary Smith - Smith John & Mary Mr. & Mrs. John Smith - Smith John Mr. John Smith & wife - Smith John Mrs. John Smith - Smith Mrs John John, Mary & Tom Smith - Smith J M & T Mr. & Mrs. Smith - Call Supervisor
| 2 | - | 25 | Name and Title of Fiduciary | Key using same conventions as name of estate or trust. |
| 2 | - | 26 | Address of Fiduciary | Number and Street, including apartment number or rural route. |
Key as shown.
IF STREET IS BLANK, THEN BLANK OUT CITY, STATE AND ZIP.
2 - 27 City Key city as shown.
IF CITY, STATE AND ZIP ARE BLANK, THEN BLANK OUT STREET ADDRESS.
| 2 | - | 28 | State | Key two letter state abbreviation. |
| 2 | - | 29 | Zip Code | Key five digit zip code. |
| 2 | - | 37 | Change of Address Checkbox | 1 or Blank. |
| 3 | - | 39 | Residency Status | Key 1, 2, 3 or 4. |
| 3 | - | 40 | Residency Status From Date | Key as MMDDYYYY. |
| 3 | - | 41 | Line 5 - Estate Closed Checkbox | If checked, key 1. If blank, skip. |
| 3 | - | 42 | Line 5 - Estate Closed Date | Key as MMDDYYYY. |
| 3 | - | 43 | Gubernatorial Election Fund | Key the number of 'YES' boxes checked - 1 or Blank. |
| 4 | - | 17 | Line 6 - Interest | KEY DOLLARS ONLY. |
| 4 | - | 19 | Line 7 - Dividends | KEY DOLLARS ONLY. |
| 4 | - | 20 | Line 8 - Net Profits from Business | KEY DOLLARS ONLY. |
| 4 | - | 21 | Line 9 - Net Gains or Income from Property | KEY DOLLARS ONLY. |
| 4 | - | 24 | Line 10 - Net Gain from Rent, Royalties, | KEY DOLLARS ONLY. |
| 4 | - | 25 | Line 11 - Distributive Share of Partnership Income | KEY DOLLARS ONLY. |
| 4 | - | 26 | Line 12 - Net Pro Rata Share of S Corp Income | KEY DOLLARS ONLY. |
| 4 | - | 30 | Line 13 - Other Income | KEY DOLLARS ONLY. |
| 4 | - | 31 | Line 14 - Gross Income | KEY DOLLARS ONLY. |
| 4 | - | 32 | Line 15 - Distributions | KEY DOLLARS ONLY. |
| 5 | - | 16 | Line 16 - Total Income | KEY DOLLARS ONLY. |
| 5 | - | 17 | Line 16a - NONRESIDENTS: NJ Income from Sch. E. | KEY DOLLARS ONLY. |
| 5 | - | 18 | Line 17 - Income Commissions | KEY DOLLARS ONLY. |
| 5 | - | 19 | Line 18 - Exemption | KEY DOLLARS ONLY. |
| 5 | - | 22 | Line 19 - Health Enterprise Zone Deduction | KEY DOLLARS ONLY. |
| 5 | - | 38 | Line 20 - Alt Business Calculation | KEY DOLLARS ONLY. |
| 5 | - | 23 | Line 21 - Total Exemptions and Deductions | KEY DOLLARS ONLY. |
| 5 | - | 24 | Line 22 - Taxable Income (Page 1) | KEY DOLLARS ONLY. |
| Page 2 | ||||
| Line 23 - NJ Taxable Income (Page 2) | KEY DOLLARS ONLY. | |||
| 5 | - | 26 | Line 24 - Nonresidents Only - Tax on Amount on Line 23 | KEY DOLLARS ONLY. |
| 5 | - | 40 | Line 26 - Subject to Tax Checkbox | 1 or Blank. |
| 5 | - | 27 | Line 26 - Tax | KEY DOLLARS ONLY. |
| 5 | - | 28 | Line 27 - Credit Paid to Other Jurisdictions | KEY DOLLARS ONLY. |
| 5 | - | 29 | Line 28 - Balance of Tax | KEY DOLLARS ONLY. |
| 5 | - | 30 | Line 29 Sheltered Workshop Tax Credit | KEY DOLLARS ONLY. |
| 5 | - | 31 | Line 30 - Balance of Tax after Credit | KEY DOLLARS ONLY. |
| 5 | - | 41 | Line 31 - Penalty for Underpayment of Estimated Tax | KEY DOLLARS ONLY. |
| 5 | - | 42 | Line 31 - NJ-2210 Checkbox | 1 or Blank. |
| 5 | - | 43 | Line 32 - Total Tax and Penalty | KEY DOLLARS ONLY. |
| 5 | - | 32 | Line 33 - NJ Income Tax Previously Paid | KEY DOLLARS ONLY. |
| 5 | - | 34 | Line 34a - Tax Paid on your Behalf by Partnerships | KEY DOLLARS ONLY. |
| 5 | - | 36 | Line 34b - Tax Paid on your Behalf by Partnerships and Distributed | KEY DOLLARS ONLY. |
| 5 | - | 37 | Line 34c - Balance of Tax Paid on your Behalf by Partnerships | KEY DOLLARS ONLY. |
| 5 | - | 39 | Line 35 - Total NJ Income Tax Withheld | KEY DOLLARS ONLY. |
| 5 | - | 35 | Line 36 - Total Payments and Credits | KEY DOLLARS ONLY. |
| 6 | - | 27 | Line 37 - Balance of Tax Due | KEY DOLLARS ONLY. |
| 6 | - | 28 | Line 38 - Overpayment | KEY DOLLARS ONLY. |
| 6 | - | 29 | Line 39 - Credit to 2019 Tax | KEY DOLLARS ONLY. |
| 6 | - | 38 | Line 40 - Refund | KEY DOLLARS ONLY. |
| 6 | - | 40 | Signature Field | 1 for signed and 0 for unsigned. |
| 6 | - | 58 | NJ-1040-O Oval | 1 or Blank. |
| 6 | - | 42 | Tax Preparer's Authorization | 1 or Blank. |
| 6 | - | 43 | FIN - Preparer's ID Number | Key as shown. |
| 6 | - | 44 | FIEN - Preparer Firm's FEIN | Key as shown. |
| Division Use Boxes | ||||
| 6 | - | 45 | Box 1 - Penalty and Interest Code | Accepts A, L, M, S, W, or Blank. |
| 6 | - | 46 | Box 2 - Message Code | Accepts A through L, P, R, S, T, or Blank. |
| 6 | - | 47 | Box 3 - Penalty and Interest Amount | |
| 6 | - | 48 | Box 4 - Number of Months Extension | Accepts 01 through 05 or Blank. |
| 6 | - | 49 | Box 5 - W-2 Code | Accepts D, M, Y, or Blank. |
| 6 | - | 50 | Box 6 | Accepts A, S, W, or Blank. |
| 6 | - | 51 | Box 7 | Accepts 0-9 or Blank. |
1040 H
VERIFY INSTRUCTIONS FOR 2018 NJ-1040-HW HAND PRINT
| FINAL (GITPTC18) - 1/22/19 | ||||
| Field | Field Name | Description | ||
| Page 1 | ||||
| 2 | - | 9 | Applied Date | For mixed batches only. Key in MMDDYY format. |
| 2 | - | 20 | Your Social Security Number | For non-labeled returns, key as shown. |
IF BLANK AND NAME FILLED IN KEY ALL 7'S.
IF BLANK AND NAME BLANK, SKIP THE DOCUMENT.
| 2 | - | 23 | Spouse Social Security Number | Key as shown. This field will skip for recognized labels. |
| 2 | - | 24 | Last Name/First Name | For labeled returns with no changes, key '-' (hyphen) and the NCTL. |
For non-labeled returns, key last name, first name, middle initial for filer.
Also use the same format for spouse.
DO NOT SKIP DOCUMENT IF NAME IS BLANK AND THERE IS A SS#.
ONLY SKIP DOCUMENT IF BOTH THE NAME AND SS# ARE BLANK.
See list of conventions for keying name, no commas or other. Use '&' for 'and'. If more than one set of names is shown, enter as indicated by screening. If not indicated, check with supervisor. DO NOT KEY TITLES.
Examples:
Shown as - Key as John Smith - Smith John John D Smith - Smith John D J David Smith - Smith J David John Smith Jr. - Smith Jr John John & Mary Smith - Smith John & Mary Mr. & Mrs. John Smith - Smith John Mr. John Smith & wife - Smith John Mrs. John Smith - Smith Mrs John John, Mary & Tom Smith - Smith J M & T Mr. & Mrs. Smith - Call Supervisor 2 - 27 Street Address Number and Street, including apartment number or rural route.
Key as shown.
IF STREET IS BLANK, THEN BLANK OUT CITY, STATE AND ZIP.
2 - 28 City Key city as shown.
IF CITY, STATE AND ZIP ARE BLANK, THEN BLANK OUT STREET ADDRESS.
| 2 | - | 29 | State | Key two letter state abbreviation. |
| 2 | - | 30 | Zip Code | Key five digit zip code. |
| 2 | - | 28 | Change of Address Oval | '1' if filled, Blank if not filled. |
| 2 | - | 31 | County/Municipality Code | Key four digit code. Numeric only. |
If less than four digits, skip field.
3 - 16 Lines 1-5 - Filing Status Key 1, 2, 3, 4, or 5.
If no ovals filled in or more than one oval filled in, leave blank.
3 - 19 Line 6 - Residency Status From Key in MMDDYY order.
If the month and the year are present, but the day is missing, key the month shown, '01' for the day and the year shown.
If the month or year is missing, skip the field.
3 - 20 Line 6 - Residency Status To Key in MMDDYY order.
If the month and the year are present, but the day is missing, key the month shown, '28' for the day and the year shown.
If the word 'present' appears, key 1231 and the current year.
If the month or year is missing, skip the field.
3 - 26 Line 7 - Homeowner Indicator '1' for Homowner.
'2' for Tenant.
'3' for Both.
'4' for None.
Blank if no oval is filled.
3 - 28 Line 8a - 65 or Older - You '1' if YES is or both ovals filled.
'2' if NO is filled.
Blank if no ovals are filled.
3 - 29 Line 8a - 65 or Older - Spouse/CU Partner '1' if YES is or both ovals filled.
'2' if NO is filled.
Blank if no ovals are filled.
3 - 30 Line 8b - Blind or Disabled - You '1' if YES is or both ovals filled.
'2' if NO is filled.
Blank if no ovals are filled.
3 - 31 Line 8b - Blind or Disabled - Spouse/CU Partner '1' if YES is or both ovals filled.
'2' if NO is filled.
Blank if no ovals are filled.
3 - 32 Line 9 - Principal Residence Indicator '1' if YES or both ovals filled.
'2' if NO is filled.
Blank if no ovals are filled.
| 3 | - | 33 | Division Use Box 1 - P & I Code | Key as shown. |
| 3 | - | 34 | Division Use Box 2 - Message Code | Key as shown. |
| 3 | - | 35 | Division Use Box 3 - P & I Amount | Key as shown. |
| 3 | - | 36 | Division Use Box 4 - # Months Extension | Key as shown. |
| 3 | - | 37 | Division Use Box 5 - W-2 Code | Key as shown. |
| 3 | - | 38 | Division Use Box 6 - Estimated P & I Code | Key as shown. |
| 3 | - | 39 | Division Use Box 7 - Estimated P & I Amount | Key as shown. |
| Page 2 | ||||
| 3 | - | 46 | Line 10 - Care Provided | '1' for YES, Blank for NO or if no ovals are filled |
| 3 | - | 47 | Line 10 - Care Provided - Name | Key as shown. |
| 3 | - | 48 | Line 10 - Care Provided - SSN | Key as shown. |
| 3 | - | 49 | Line 11a - Current Year Compensation | KEY DOLLARS AND CENTS. |
| 3 | - | 50 | Line 11b - Max Credit | '67500' |
| 3 | - | 51 | Line 11c - Lesser of 11a or 11b | KEY DOLLARS AND CENTS. |
Maximum value is '67500'
| 3 | - | 52 | Line 12 - Sole Caregiver | '1' for YES, Blank for NO or if no ovals are filled. |
| 3 | - | 53 | Line 12 - Sole Caregiver - Percent | Key as shown. |
| 3 | - | 54 | Line 13 - Allocated Compensation | KEY DOLLARS AND CENTS. |
Maximum value is '67500' 3 - 55 Health Insurance - You '1' for YES or if both ovals are filled.
'2' for NO.
Blank if neither or both ovals are filled.
3 - 56 Health Insurance - Spouse/CU Partner '1' for YES or if both ovals are filled.
'2' for NO.
Blank if neither or both ovals are filled.
3 - 57 Health Insurance - Domestic Partner '1' for YES or if both ovals are filled.
'2' for NO.
Blank if neither or both ovals are filled.
| 3 | - | 58 | Signature Field | '1' if signed, '0' if not signed. |
| 3 | - | 59 | Death Certificate Enclosed | '1' if filled, Blank if not filled. |
| 3 | - | 60 | Do Not Mail | '1' if filled, Blank if not filled. |
| 3 | - | 61 | Preparer Authorization | '1' if filled, Blank if not filled. |
| 3 | - | 62 | Preparer FIN | Key as shown. |
| 3 | - | 63 | Firm FIEN | Key as shown. |
File details come from the government source that posted it. Updated .