1Form 1040 Inputs

Edit any line below or click a Case Study above.

Filing Status

Taxpayers Age 65+

Line 1a · W-2 Wages ($)

Line 2b · Taxable Interest ($)

Line 3a · Qual. Dividends ($)

Non-Qual. Dividends ($)

Line 4b · IRA / RMD Dist. ($)

Line 4b · Roth Conversion ($)

Line 6a · Gross Social Sec. ($)

Line 5b · Pensions ($)

Line 7a · Net LTCG ($)

Line 7a · Net STCG ($)

Line 8 · Sched. 1 Income ($)

Line 10 · Adjustments ($)

Sched. A Itemized ($)

Form 8995 QBI Base ($)

Line 2a · Muni Interest ($)

Line 33 · Tax Withheld ($)

Enrolled in ACA Marketplace Health Plan (activates Form 8962 400% FPL Subsidy Cliff check)

Marginal Ordinary Bracket	Bracket Ceiling (Taxable Income)	Remaining Room Inside Bracket	Total Room to Top of Bracket

Lines 1a – 38

Line	Form 1040 Description & Supporting Schedule	Amount

Form 1040 X-Ray & Year-End Tax-Cliff Simulator