W1 N
W2 Y
WF N
Z1 1
C1 ~
C2 ~
C3 Y
C4 S
F5 Y
F6 S
|
+ W1 - N \ + W1 - Y \ ? W1
+ W2 - N \ + W2 - Y \ ? W2
+ WF - N \ + WF - Y \ ? WF
+ 25 000.00 ^ TP1                           ' TEST
+ Z1 - 2 = + 40 000.00 ^ TP1
+ Z1 - 5 = + 40 000.00 ^ TP1
+ Z1 - 3 = ^ TP1
+ 1 ^ TP2
+ W2 - Y = + Z31 - TP1 > ^ TP2
+ 2000.00 * TP2 ^ W31                ' LINE 1
+ W31 ^ w31
+ W31 - WIRA - HIRA > + WIRA + HIRA ^ W31
+ w31 - WIRS - HIRS > + WIRS + HIRS ^ w31
- S05 / 2 + ZWAG + ZTDI + UZ7 + T03 - ZKEO - ZSEP * TP2 ^ W32  ' LINE 2
- s05 / 2 + ZWAS + ZTDS + uZ7 + t03 - ZKES - ZSES * TP2 ^ w32
+ C31 * TP2 ^ TP3
+ C1 - X = + CGRS * TP2 ^ TP3
+ TP3 < ^ TP3
+ C3 - Y = + TP3 + W32 ^ W32
+ C3 - S = + TP3 + w32 ^ w32
+ C3 - B = + TP3 / 2 + W32 ^ W32
+ C3 - B = + TP3 / 2 + w32 ^ w32
+ c31 * TP2 ^ TP3
+ C2 - X = + CSGR * TP2 ^ TP3
+ TP3 < ^ TP3
+ C4 - Y = + TP3 + W32 ^ W32
+ C4 - S = + TP3 + w32 ^ w32
+ C4 - B = + TP3 / 2 + W32 ^ W32
+ C4 - B = + TP3 / 2 + w32 ^ w32
+ F36 * TP2 ^ TP3
+ TP3 < ^ TP3
+ F5 - Y = + TP3 + W32 ^ W32
+ F5 - S = + TP3 + w32 ^ w32
+ F5 - B = + TP3 / 2 + W32 ^ W32
+ F5 - B = + TP3 / 2 + w32 ^ w32
+ FSL * TP2 ^ TP3
+ TP3 < ^ TP3
+ F6 - Y = + TP3 + W32 ^ W32
+ F6 - S = + TP3 + w32 ^ w32
+ F6 - B = + TP3 / 2 + W32 ^ W32
+ F6 - B = + TP3 / 2 + w32 ^ w32
+ W32 < ^ W32
+ w32 < ^ w32
+ W31 ^ W33                          ' LINE 3
+ W31 - W32 > + W32 ^ W33
+ W33 ^ Z2A                          ' FORM 1040 LINE 24A
+ w31 ^ w33
+ w31 - w32 > + w32 ^ w33
+ w33 ^ Z2B
^ TP1                                ' TEST TO COMPLETE LINES 4 - 8
+ WF - Y = + Z1 - 2 = + 1 ^ TP1
+ 2250.00 * TP1 ^ W34                ' LINE 4
+ W34 - W32 > + W32 ^ W34
+ W33 * TP1 ^ W35                    ' LINE 5
+ W34 - W35 ^ W36                    ' LINE 6
+ w31 ^ W37                          ' LINE 7
+ W36 ^ W38                          ' LINE 8
+ W36 - W37 > + W37 ^ W38
+ TP1 > + W38 ^ Z2B                  ' FORM 1040 LINE 24B
+ Z30 + Z2A + Z2B ^ Z30              ' FORM 1040 LINE 30
+ Z31 - Z2A - Z2B ^ Z31              ' FORM 1040 LINE 31
^ TP1                                ' TEST TO COMPLETE WORKSHEET #2
+ W2 - Y = + 1 ^ TP1
+ 35 ^ WI1                           ' LINE 1
+ Z1 - 2 = + 50 ^ WI1
+ Z1 - 5 = + 50 ^ WI1
+ Z1 - 3 = + W1 - Y = + 10 ^ WI1
+ WI1 * 1000.00 * TP1 ^ WI1
+ Z23 * TP1 ^ WI2                    ' LINE 2
+ Z30 - Z2A - Z2B * TP1 ^ WI3        ' LINE 3
+ WI2 - WI3 ^ WI4                    ' LINE 4
+ WI1 - WI4 ^ WI5                    ' LINE 5
+ WI5 < ^ WI5
+ WI5 - 9999.99 > ^ TP1             ' TEST TO COMPLETE LINES 6 - 20
+ WI5 - 24.98 / 5 - 1 / 1000 * 1000 + 1000 * TP1 ^ WI6 ' LINE 6
+ WI6 - 200.00 < + 200.00 * TP1 ^ WI6
+ WI5 = ^ WI6
- S05 / 2 + ZWAG + ZTDI + UZ7 + T03 - ZKEO - ZSEP * TP1 ^ WI7  ' LINE 7
- s05 / 2 + ZWAS + ZTDS + uZ7 + t03 - ZKES - ZSES * TP1 ^ wI7
+ C31 * TP1 ^ TP3                                       ' FC1
+ C1 - X = + CGRS * TP1 ^ TP3
+ TP3 < ^ TP3
+ C3 - Y = + TP3 + WI7 ^ WI7
+ C3 - S = + TP3 + wI7 ^ wI7
+ C3 - B = + TP3 / 2 + WI7 ^ WI7
+ C3 - B = + TP3 / 2 + wI7 ^ wI7
+ c31 * TP1 ^ TP3                                       ' FC2
+ C2 - X = + CSGR * TP1 ^ TP3
+ TP3 < ^ TP3
+ C4 - Y = + TP3 + WI7 ^ WI7
+ C4 - S = + TP3 + wI7 ^ wI7
+ C4 - B = + TP3 / 2 + WI7 ^ WI7
+ C4 - B = + TP3 / 2 + wI7 ^ wI7
+ F36 * TP1 ^ TP3                                       ' FF1
+ TP3 < ^ TP3
+ F5 - Y = + TP3 + WI7 ^ WI7
+ F5 - S = + TP3 + wI7 ^ wI7
+ F5 - B = + TP3 / 2 + WI7 ^ WI7
+ F5 - B = + TP3 / 2 + wI7 ^ wI7
+ FSL * TP1 ^ TP3                                       ' FF3
+ TP3 < ^ TP3
+ F6 - Y = + TP3 + WI7 ^ WI7
+ F6 - S = + TP3 + wI7 ^ wI7
+ F6 - B = + TP3 / 2 + WI7 ^ WI7
+ F6 - B = + TP3 / 2 + wI7 ^ wI7
+ WI7 < ^ WI7
+ wI7 < ^ wI7
+ 2000.00 ^ WI8                      ' LINE 8A
+ WI8 - WIRA - HIRA > + WIRA + HIRA ^ WI8
+ 2000.00 ^ wI8                      ' LINE 8B
+ wI8 - WIRS - HIRS > + WIRS + HIRS ^ wI8
+ WI8 ^ WI9                          ' LINE 9A
+ WI9 - WI7 > + WI7 ^ WI9
+ WI9 ^ WI0
+ WI9 - WI6 > + WI6 ^ WI9
+ WI0 - WI9 ^ WI0                    ' LINE 10A
+ wI8 ^ wI9                          ' LINE 9B
+ wI9 - wI7 > + wI7 ^ wI9
+ wI9 ^ wI0
+ wI9 - WI6 > + WI6 ^ wI9
+ wI0 - wI9 ^ wI0                    ' LINE 10B
+ wI0 ^ h01                          ' 8606 line 1
^ TP2                                ' TEST TO COMPLETE LINES 11 - 20
+ Z1 - 2 = + WF - Y = + 1 * TP1 ^ TP2
+ 2250.00 * TP2 ^ Wi1                ' LINE 11
+ Wi1 - WI7 > + WI7 ^ Wi1
+ WI9 + WI0 * TP2 ^ Wi2              ' LINE 12
+ Wi1 - Wi2 ^ Wi3                    ' LINE 13
+ Wi3 - 1 < ^ TP2
+ Wi3 * TP2 ^ Wi4                    ' LINE 14
+ Wi3 - wI8 > + wI8 ^ Wi4
+ WI5 - 22.21 * 9 / 40 - 1 / 1000 * 1000 + 1000 * TP2 ^ Wi5 ' LINE 15
+ Wi5 - 200.00 < + 200.00 * TP2 ^ Wi5
+ WI5 = ^ Wi5
+ WI9 * TP2 ^ Wi6                    ' LINE 16
+ Wi5 - Wi6 ^ Wi7                    ' LINE 17
+ Wi4 ^ Wi8                          ' LINE 18
+ Wi4 - Wi7 > + Wi7 ^ Wi8
+ WI6 ^ Wi9                          ' LINE 19
+ Wi9 - WI7 > + WI7 ^ Wi9
+ Wi9 - Wi8 > + Wi8 ^ Wi9
+ Wi4 - Wi9 ^ Wi0                    ' LINE 20
+ TP2 > + Wi0 ^ h01                  ' 8606 line 1
+ TP1 > + WI9 ^ Z2A                  ' FORM 1040 LINE 24A
+ TP1 > + wI9 ^ Z2B                  ' FORM 1040 LINE 24B
+ TP2 > + Wi9 ^ Z2B
+ TP1 > + Z30 + Z2A + Z2B ^ Z30      ' FORM 1040 LINE 30
+ TP1 > + Z31 - Z2A - Z2B ^ Z31      ' FORM 1040 LINE 31
|
S Were you or your spouse covered by a retirement plan ('Y' or 'N') <W2>
B W2
R ~7
^ 
S Did you live with your spouse at any time during the year ('Y' or 'N') <W1>
B W1
R ~2
^
S Should lines 4 through 8 be completed ('Y' or 'N') <WF>
B WF
R ~22
^
R -80
^
R ~62
S (A)
R ~4
S !
R ~3
S (B)
R ~4
^
R ~61
S YOURS
R ~3
S ! SPOUSES~~
^
S 1 Enter IRA contributions you made this tax year` but
R ~27
^
S ~~do not enter more than $2`000
R .13
S [WIRA/S-HIRA/S]
T W31
S !
T w31
^
S 2 Enter your wages and other earned income from Form
R ~28
^ 
S ~~1040` minus any deduction claimed on Form 1040`
R ~31
^
S ~~lines 25 and 27. (Do not reduce wages by any loss
R ~29
^
S ~~from self-employment)
R .31
S (FZ1)
T W32
S !
T w32
^
S 3 Enter the smaller of lines 1 or 2. Enter on Form 1040`
R ~24
^
S ~~line 24a` the amount on column (A) and line 24b` the
R ~26
^
S ~~amount on column (B). If married filing a joint return
R ~24
^
S ~~and contributions were made to your nonworking spouse's
R ~23
^
S ~~IRA` go to line 4
R .35
S (FZ1)
T W33
S !
T w33
^ 
R -80
^
R ~59
S NONWORKING
R ~11
^
R ~60
S SPOUSE'S
R ~12
^
S 4 Enter the smaller of line 2` column (A) or $2`250
R .8
T W34
R ~11
^ 
S 5 Enter amount from line 3` column (A)
R .21
T W35
R ~11
^ 
S 6 Subtract line 5 from 4
R .35
T W36
R ~11
^ 
S 7 Enter IRA contributions made this tax year for your
R ~27
^
S ~~nonworking spouse` but not more than $2`000...[WIRS/HIRS]
T W37
R ~11
^
S 8 Enter the smaller of lines 6 or 7 on Form 1040`
R ~31
^
S ~~line 24b
R .44
S (FZ1)
T W38
R ~11
^ 
F
^
S ~1 If you
R ~10
S 1 or 4` enter $35`000
R ~40
^
R ~3
S checked
R ~9
S 2 or 5` enter $50`000
R ~30
T WI1
^
R ~3
S filing status   3` enter $10`000 ($35`000 if you did not live
R ~16
^
R ~3
S box
R ~15
S with your spouse at any time during the year)
R ~14
^ 
S ~2 Enter the amount from Form 1040` line 23
R .22
S (FZ1)
T Z23
^ 
S ~3 Add amounts on Form 1040` lines 25 through 29
R .17
S (FZ1)
T WI3
^ 
S ~4 Subtract line 3 from 2. If the result is equal to or larger
R ~18
^
R ~3
S than the amount on line 1` stop here
R .31
T WI4
^ 
S ~5 Subtract line 4 from 1. If the result is $10`000 or more`
R ~20
^
R ~3
S stop here and use worksheet 1
R .38
T WI5
^ 
S ~6 Multiply line 5 by 20% and round up to the next multiple of $10.
R ~13
^
R ~3
S If the result is less than $200` enter $200
R .24
T WI6
^ 
R -80
^
S DEDUCTIBLE IRA CONTRIBUTIONS
R ~34
S (A)
R ~4
S !~~~(B)
R ~4
^
S ~7 Enter wages and other earned income from Form 1040`
R ~7
S YOURS~~~!~SPOUSES~~
^
R ~3
S minus any deduction claimed on Form 1040` lines 25
R ~27
^
R ~3
S and 27. (Do not reduce wages by any loss from self-
R ~26
^
R ~3
S employment)
R .40
S (FZ1)
T WI7
S !
T wI7
^
S ~8 Enter IRA contributions you made this tax year` but
R ~26
^
R ~3
S do not enter more than $2`000
R .12
S [WIRA/S-HIRA/S]
T WI8
S !
T wI8
^
S ~9 Enter the smallest of line 6` 7` or 8. Enter on Form
R ~25
^
R ~3
S 1040` line 24a the amount on column (A)
R ~38
^
R ~3
S and line 24b` the amount on column (B). (If line 8
R ~27
^
R ~3
S is more than 9` go to line 10)
R .21
S (FZ1)
T WI9
S !
T wI9
^
R -80
^
S NONDEDUCTIBLE IRA CONTRIBUTIONS
R ~49
^
S 10 Subtract line 9 from the smaller of lines 7 or 8.
R ~28
^
R ~3
S Enter on Form 8606` line 1
R .25
S (FH1)
T WI0
S !
T wI0
^
R -80
^
S If married filing a joint return and contributions were
R ~25
^
S made to your nonworking spouse's IRA` go on to line 11.
R ~25
^
R -80
^
S DEDUCTIBLE IRA CONTRIBUTIONS FOR NONWORKING SPOUSE
R ~30
^ 
S 11 Enter the smaller of line 7` column (A) or $2`250
R .18
T Wi1
^
S 12 Add line 9` column (A) and line 10` column (A)
R .21
T Wi2
^
S 13 Subtract line 12 from 11. If zero or less` stop here
R .15
T Wi3
^
S 14 Enter the smallest of (a) nonworking spouse IRA contributions`
R ~15
^
R ~3
S (b) $2`000` or (c) the amount on line 13
R .27
T Wi4
^
S 15 Multiply line 5 by 22.5% and round up to the next multiple of $10.
R ~11
^
R ~3
S If the result is less than $200` enter $200
R .24
T Wi5
^
S 16 Enter the amount from line 9` column (A)
R .27
T Wi6
^
S 17 Subtract line 16 from 15
R .43
T Wi7
^
S 18 Enter the smaller of line 14 or 17
R .33
T Wi8
^
S 19 Enter the smallest of lines 6` 7 or 18. Enter on Form 1040`
R ~18
^
R ~3
S line 24b. (If line 14 is more than line 19` go to line 20)
R .4
S (FZ1)
T Wi9
^
R -80
^
S NONDEDUCTIBLE IRA CONTRIBUTIONS FOR NONWORKING SPOUSE
R ~27
^ 
S 20 Subtract line 19 from 14. Enter on line 1 of Form 8606
R .8
S (FH1)
T Wi0
^
|