EFTA01221859.pdf

Federal Carryover Worksheet 2018 • Keep for your records Name(s) Shown on Return Social Security Number 2017 State and Local Income Tax Information (a) (b) (c) (d) (e) (0 (0) State or Paid With Estimates Pd Total With- Paid With Total Over- Applied Local ID Extension After 12131 held/Pmts Return payment Amount Totals . . 2017 State Extension Information 2017 Locality Extension Information (a) (b) (a) (b) State Paid With Extension Locality Paid With Extension 2017 State Estimates Information 2017 Locality Estimates Information (a) (c) (a) (c) State Estimates Paid After 12/31 Locality Estimates Paid Atter 12/31 2017 State Taxes Due Information 2017 Locality Taxes Due Information (a) (e) (a) (e) State Paid With Return Locality Paid With Return 2017 State Refund Applied Information 2017 Locality Refund Applied Information (a) (0) (a) (0) State Applied Amount Locality Applied Amount 2017 State Tax Refund Information 2017 Locality Tax Refund Information (a) (d) (0 (a) (d) (0 Total Total Total Total State Withheld/Pmts Overpayment Locality Withheld/Pmts Overpayment EFTA01221859 Federal Carryover Worksheet page 2 2018 Other Tax and Income Information 2017 2018 1 Filing status 1 2 Number of exemptions for blind or over 65 (0 - 4) 2 3 Itemized deductions 3 4 Check box if required to itemize deductions 4 t 1 t 1 5 Adjusted gross income 5 6 Tax liability for Form 2210 or Form 2210-F 6 7 Alternative minimum tax 7 8 Federal overpayment applied to next year estimated tax 8 Oulcknom to the IRA Information Worksheet for IRA Information Excess Contributions 2017 2018 9 a Taxpayer's excess Archer MSA contributions as of 12/31 . . . 9a b Spouse's excess Archer MSA contributions as of 12/31 b 10 a Taxpayer's excess Coverdell ESA contributions as of 12/31. . 10 a b Spouse's excess Coverdell ESA contributions as of 12/31. . . b 11 a Taxpayer's excess HSA contributions as of 12/31 11 a b Spouse's excess HSA contributions as of 12/31 b Loss and Expense Carryovers 2017 2018 Note: Enter all entries as a positive amount 12 a Short-term capital loss 12 a b AMT Short-term capital loss b 13 a Long-term capital loss 13 a b AMT Long-term capital loss b 14 a Net operating loss available to carry forward 14 a b AMT Net operating loss available to carry forward b 15 a Investment interest expense disallowed 15 a b AMT Investment interest expense disallowed b 16 Nonrecaptured net Section 1231 losses from: a 2018. . 16 a b 2017. . b c 2016. . c d 2015. . d e 2014. . e t 2013. . f 17 AMT net Sec 1231 losses from: a 2018. . 17 a b 2017. . b c 2016. . c d 2015. . d e 2014. . e t 2013. . t EFTA01221860 Federal Carryover Worksheet page 3 2018 Credit Carryovers 2017 2018 18 General business credit 18 19 Adoption credit from: a 2018 19a b 2017 b c 2016 c d 2015 d e 2014 e t 2013 t 20 Mortgage interest credit from: a 2018 20 a b 2017 b c 2016 c d 2015 d 21 Credit for prior year minimum tax 21 22 District of Columbia first-time homebuyer credit 22 23 Residential energy efficient property credit 23 Other Carryovers 2017 2018 24 Section 179 ex ense deduction disallowed 24 25 Excess a Taxpayer (Form 2555. line 46) 25 a foreign b Taxpayer (Form 2555. line 48) b housing c Spouse (Form 2555, line 46) c deduction: d Spouse (Form 2555, line 48) d Charitable Contribution Carryovers 26 2017 Carryover of Other Property Capital Gain Cash charitable contributions from: (a) 50% (b) 30% (c) 30% (d) 20% (e) 60% a 2017 b 2016 c 2015 d 2014 e 2013 27 2018 Carryover of Other Property Capital Gain Cash charitable contributions from: (a) 50% (b) 30% (c) 30% (d) 20% (e) 60% a 2018 b 2017 c 2016 d 2015 e 2014 28 Amount overpaid less earned income credit 2017 State Capital Loss Ca ryovers (For users not transferring from the prio year) State Short-term AMT Short-term Long-term AMT Long-term Capital Loss AMT Capital Loss ID Capital Loss Capital Loss Capital Loss Capital Loss (combined) (combined) for State for State for State for State for State for State EFTA01221861