Basic Filing Information for tax year (Some tax rate data is preliminary or estimated)

Taxpayer's Name:			Click here for the AARP RMD Calculator
Filing Status:	Single MFJ MFS HOH QSS	TP is 50 - 64 65 or older blind has retirement plan SP is 50 - 64 65 or older blind has retirement plan
		Check if you will be living with your spouse.
		TP (or SP) is or can be a dependent on someone else's return.
		Dependent is 16 or younger, or a full time student and 23 or younger.
Total Dependents claimed:		TP: , SP:
Dependents qualified for EIC:		TP: , SP:
Dependents qualified for CTC:		TP: , SP:	Check box for MFJ/MFS comparison

Estimated Tax Worksheet:

Income: (Expand to enter details.)		Enter Form 1040 expected amounts:
	Wages, salaries, tips, etc from W-2s
	Taxable scholarships
	Taxable interest
	Tax-exempt interest expected
	Ordinary dividends
	Qualified dividends
	Section 199A dividends (include any from K-1 forms)
	IRAs distributions (Amount of QCD included: )
	Pensions and annuities
	Amount of social security expected
	Business income
	Capital gains/loss Short term gain/loss: Long term gain/loss:
	Alimony (if taxable)
	Unemployment
	Other income (rentals, royalties, etc)
	Gross income expected
Adjustments to Income: (Expand to enter details.)
	Educator expenses
	Health savings account
	Deductible part of self-employment tax (1/2 of SE tax shown below)		0
	Self-employment SEP, SIMPLE and qualified plans
	Self-employment health insurance deduction (Total health insurance: ) Excess of will carry to Schedule A medical expenses.		0
	Penalty on early withdawal of savings
	Alimony paid (if deductible)
	Traditional IRA deduction
	Student loan interest		0
	Other adjustments expected (Forms 2106 & 3903)
	Total adjustments
	Adjusted gross income expected			0
Deductions: (Expand to enter itemized deductions.)
	Standard deduction		0
	Medical expenses (Total expenses without insurance = )
	State income tax or sales tax, and property taxes: (Total paid = )
	Interest paid
	Gifts to charity - cash: , non-cash:
	Other miscellaneous deductions (including gambling losses)
	Total itemized deductions ( Check if required to itemize)
	Qualified Business Income deduction CANNOT DETERMINE QBI DEDUCTION			0
	Total Deductions
Taxable income:
	Taxable income			0
Tax:
	Tax from tax tables			0
	Enter any additional taxes (Forms 4972, 6251, 8814 or 8889)
	Total tax amounts			0
Nonrefundable Credits: actual amount:		max available:	will use:
	Foreign tax credit Form 1116 is required
	Child and dependent care expenses for dependents
	Education credits
	Retirement savings contributions credit (2000 per TP/SP)
	Child and Family Tax Credit
	Residential energy and other credits
	Total Nonrefundable credits:
	Tax amount after credits			0
Other Taxes:
	Self-employment tax		0
	Net Investment Income tax (Enter investment expenses: )		0
	Other taxes (First-time homebuyer, etc)
	Total after other taxes			0
Refundable Credits:
	Earned income tax credit
	Additional Child Tax Credit
	American Opportunity Credit (enter cost in Nonrefundable Ed credits line)
	Other refundable credits
	Estimated total tax (A negative amount indicates a refund)			0
Estimated Payments Needed: by: Joint TP SP
	90% of estimated total tax ( 66 2/3% for farmers and fishermen)		0
	Enter 100% of 's income tax ( Check if 's AGI was > $K)
	Choose which to use...
	Smaller of above or ... Use % of 's amount from the line above. Use 100% of the estimated total tax.		0
	Refund from designated as an estimated payment
	Income tax withheld and/or estimated to be withheld
	Balance (override if a different amount is desired: ) (Payment not required if less than $1000)
	Quarterly amount

MFS comparison:

Taxpayer	Spouse
Income:
Adjustments to Income:
Deductions:
Taxable income:
Tax:
Nonrefundable Credits:
Other Taxes:
Refundable Credits:

¹ HSA limit can be $1,000 higher per person over age 55;
² IRA limit can be $1,000 higher per person over age 50 but not more than earned income;