EFTA01220509.pdf

Earlier Year Tax Return Smart Worksheet if the box on line A of the Earlier Year Filing Status Smart Worksheet is checked (a joint return was filed in both 2014 and the earlier year with the same spouse), enter the earlier year tax return information in the Taxpayer column only and make no entries in the Spouse column. Enter the information below from the earlier year tax return. Taxpayer Spouse (Enter zero if there is no amount on the earlier year tax return) (or Joint) A Enter the adjusted gross income B Enter the total of any adjustments/exclusions claimed for • Adoption benefits (Form 8839) • Qualified U. S. savings bond interest (Form 8815) • Student loan interest • Tuition and fees • Domestic production activities • Foreign earned income or housing (Form 2555) • Certain income of bona fide residents of American Samoa or Puerto Rico C Enter tax-exempt interest received D Enter taxable social security benefits reported in the earlier year (Form 1040 line 20b or Form 1040A line 14b. See Help for earlier years prior to 2000). OuickZoom to another Worksheet to enter lump-sum payment for another year . . . . ► EFTA01220509