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Enter data in only the white cells with gray borders: $400
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Tax
Quick Tax Estimator
Calculate your Federal Income Tax estimate with just a few keystrokes. The Tax Estimator takes into consideration all the necessary information
and rules as stated on the 2010 tax year 1040 form. Use the drop down box to choose your tax filing status and fill out all the white cells with
your information. If you are planning to take the Standard Deduction (see Itemized or Standard Deduction Calculator), make sure $0 is entered
into the Itemized Deduction cell. Standard Deduction, Exemption and Taxable income figures are calculated for you. Enter in your taxes paid
during 2010 to calculate your payment or refund.
1040 Worksheet
The 1040 worksheet will help you double check your math for you so you don't make any costly errors when filling out your official tax form.
Make sure to use the Tax Estimator and the Itemized or Standard Deduction Calculator for the more complex calculations.
-Save a soft copy of all your 1040 tax information for future reference.
-Avoid careless calculation errors
-(Not to be submitted in place of the official IRS 1040 form) Click here to download official form 1040 from www.irs.gov
Limitation of Liability
Simpleplanning.com will not be held liable for damages in the event of, but not limited to inaccurate assumptions, calculation errors,
software, hardware, data and network failure and profit/savings losses as a result of using this software.
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DEMO: First 3 cells open to demo users
Quick Tax Estimator Use drop down box to choose Tax filing status.
Itemized deductions - (enter $0 for standard) $10,225 Tax Estimate Taxes Paid (Payment)/Refun
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Standard Deduction $-
Exemption Dollars $9,900
Taxable Income $36,875
Other Credits (child, retirement, etc.) $1,000 Results
Tax Estimate $3,694 Tax Estimate $3,694
Taxes Paid $4,500 Refund $806
Refund $806
Results
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Refund $964
Tax
Detailed Tax Calculator
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Number of filers over age 65 0 Standard Deduction $-
Number of personal exemptions (spouse, yourself) 2 Exemption Dollars $10,950
Number of dependent children 1 Taxable income $35,825
DEMO: First 2 sections open
Gross Annual Income to demo users $60,000 Tax Estimate $4,536
Wages, salaries, tips, etc $56,000 Tax Credits $1,000
Taxable interest $200 Foreign tax credit
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Ordinary dividends $800 Credit for child and dependent care expenses
Alimony received Credit for the elderly or the disabled
Business income or (loss) Education credits $500
Capital gain or (loss) $3,000 Retirement savings contributions credit $500
IRA distributions Child tax credit
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Pensions and annuities Adoption credit
Rental real estate, royalities, partnerships, trusts, etc. Other Credits
Farm income or (loss)
Unemployment compensation Other Taxes $-
Social security benefits Self-employment tax
Other income Taxes on tip income not reported to employer
Additional tax on IRAs, other qualified retirement plans
Adjustments $3,000 Advance earned income credit payments from Form(s) W-2
Educator expenses Household employment taxes
IRA deduction $2,200
Student loan interest deduction $800 Total Tax $3,536
Tuition and fees deduction
Health savings account deduction. (Form 8889) Payments $4,500
Moving expenses.(Form 3903) Federal income tax withheld from Forms W-2 and 1099 $4,500
One-half of self-employment tax 2010 estimated tax payments & amount applied from 2009
Self-employed health insurance deduction Earned income credit (EIC)
Self-employed SEP, SIMPLE, and qualified plans Excess social security and tier 1 RRTA tax withheld
Penalty on early withdrawal of savings Additional child tax credit
Alimony paid Other Payments
Dividend
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Itemized or Standard Deduction? DEMO: First 3 sections
open to demo users
Tax Assumptions Itemized vs Standard Deduction
Married Filing Jointly $11,600
Tax filing status $11,400
Number of blind filers 0 $11,400
Number of filers over age 65 0 $11,200
Estimated AGI: (adjusted gross income) $57,000
$11,000
Dental and Medical Expenses
$10,800
Medical expenses $5,000
$10,600
Dental expenses $160
Total $5,160 $10,400
$10,225
Deductible Portion $885 $10,200
Taxes You Paid $10,000
State and local income taxes $1,400
$9,800
Real estate taxes $1,500
$9,600
Personal property taxes $1,000
Other taxes $- Itemize Standard
Deduction Deduction
Total $3,900
Interest (Paid/Received)
Home mortgage interest and points $2,900
Investment interest and dividends received $40 Results
Investment interest you paid $- Itemized or Standard Deduction? Standard
Total $2,940 Itemize $10,225
Charitable Contributions Standard $11,400
Cash contributions $1,000
"In-kind" contributions $- lcu
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"Carryover" contributions $1,000 xx
Total $2,000
Casualty and Theft Losses
Job Expenses and Most Other Miscellaneous
Unreimbursed employee expenses $500
Tax preparation fees
Investment expenses
Safe deposit box expenses
Deductible Portion $-
Other Miscellaneous
Gambling losses
Other $500
Total Itemized Deductions $10,225
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Schedule B—Interest and Ordinary Dividends
$1,000
$800
$600
Foreign Accounts
If at any time during 2008, you had an interest in or a signature or other authority over a financial account in
a foreign country, such as a bank account, securities account, or other financial account, see page B-2 for
exceptions and filing requirements for Form TD F 90-22.1
Foreign Trusts
During 2008, if you received a distribution from, or were the grantor of, or transferor to, a foreign trust, then
you may have to file Form 3520. See page B-2
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Child Tax Credit Worksheet Working Families Tax Relief Act of 2004 (HR1308)
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Tax Withholding (Form W-4) Calculator
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Two-Earner/ Two-Job Allowance adjustment -3
Total Allowances - Enter on Form 4-W, line 5 3
26
1040 2010
Department of the Treasury---Internal Revenue Service
Form
U.S. Individual Income Tax Return (99) IRS Use Only –- Do Not Write Or Staple in This Space
For the year Jan. 1--Dec. 31, 2010, or other tax year beginning 2010 ,ending .20 OMB No. 1545-0074
Label LA
Your first name and initial Last name Your social security number
B
(See instructions
EL
on page 12.) If joint return, spouses's name and initial Last name Spouse's social security number
Use the IRS label. H Home address (number & street). If you have a PO box, see pg.16. Apt. no. Important!
E
R You must enter
Otherwise, please E City, town or post office, state and ZIP code. If you have a foreign address, see page 16.
your SSN(s) above.
print or type.
Presidential
You Spouse
Election Campaign (See Note: Checking "Yes" will not change your tax or reduce your refund.
page 16.) Do you, or your spouse if filing a joint return, want $3 to go to this fund? . . . . . . u Yes No Yes No
Filing Status 1 Single 4 Head of household (with qualifying person). (See page 17.) If the 0
qualifying person is a child but not your dependent, enter this child’s
2 Married filing joint return (even if only one had income) name here. u 0
Check only one 3 Married filing separately. Enter spouse's SSN above and 0
box. full name here. u 5 Qualifying widow(er) with dependent child (See page 17.)
Boxes checked on 6a
6a . . . . . . . .
Yourself. If someone can claim you as a dependent, do not check box 6a and 6b. 0
Exemptions b Spouse . . . . . . . . . . . . . . . . . . . . . . . . . . No. of your children
c Dependents: (2) Dependent's (3) Dependent's (4) if qualifying on 6c who:
social security relationship to child for child tax lived with you
(1) First name Last name number you credit (See page 15) did not live with
you due to divorce or
separation (see page
If more than four
18)
dependents, see page
Depenedents on 6c
15.
not entered above
Add numbers on
d Total number of exemptions claimed . . . . . . . . . . . . . . . . . . lines above u 0
7 Wages, salaries, tips, etc. Attach Form(s) W-2. . . . . . . . . . . . . . . 7. . $-. . .
Income 8a Taxable interest. Attach Schedule B if required . . . . . . . . . . . . . . 8a. . $-. . .
b Tax-exempt interest. Do not include on line 8a . . . . . . 8b . . $-. . . . . . . . . . .
9a Ordinary dividends. Attach Schedule B if required. . . . .. . . . .. . . . .. . . . .. . .. .. . .. .. . .. .. . .. . . . ..
9a $-. . .
b Qualified dividends (see page 20) . . . . . . . . 9b $-
Attach Form(s) W-
2 here. Also 10 . . . . . . .
Taxable refunds, credits, or offsets of state and local income taxes (see page 20) 10 $-
attach Forms W-
11 Alimony received . . . . . . . . . . . . . . . . . . . . . . . 11 $-
2G and 1099-R if
tax was withheld. 12 Business income or (loss). Attach Schedule C or C-EZ . . . . . . . . . . . . . . . 12 . .$- . . .
13 Capital gain or (loss). Attach Schedule D if required. If not required, check here u ✘ 13 $-
14 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . . . . .14 . $-
. . . . . .
15 a IRA distributions . . 15a $- b Taxable amount (see pg. 22) 15b $-
16 a Pensions and annuities 16a $- b Taxable amount (see pg. 22) 16b $-
17 Rental real estate, royalities, partnerships, S corporations, trusts, etc. Attach Schedule E. 17 $-
Enclose, but do not
attach, any 18 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . . 18 $-
payment. Also
please use Form
19 Unemployment compensation . . . . . . . . . . . . . . . . . . 19 $-
1040-V. 20 a Social security benefits 20a $- b Taxable amount (see page 24) 20b $-
21 Other income. List type and amount (see page 24). 21 $-
22 Add the amounts in the far right column for lines 7 through 21. This is your total income u 22 $-
23 Educator expenses (see page 26). . . . . . . . . 23 $-
Adjusted 24 Certain business expenses of reservists, performing artists, and
Gross fee-basis government officials. Attach Form 2106 or 2106-EZ 24 $-
Income 25 IRA deduction (see page 26) . . . . . . . . . . 25 $-
26 Student loan interest deduction (see page 28) . . . . . 26 $-
27 Tuition and fees deduction (see page 29) . . . . . . . 27 $-
28 Health savings account deduction. Attach Form 8889 28 $-
29 Moving expenses. Attach Form 3903 . . . . . . . . 29 $-
30 One-half of self-employment tax. Attach Schedule SE . . . . 30 $-
31 Self-employed health insurance deduction (see page 30) . . 31 $-
32 Self-employed SEP, SIMPLE, and qualified plans . . . . . 32 $-
33 Penalty on early withdrawal of savings . . . . . . . . 33 $-
34 a Alimony paid b Recipient's SSN u 34a $-
35 Add lines 23 through 34a . . . . . . . . . . . . . . . . . . . . 35 $-
36 Subtract line 35 from line 22. This is your adjusted gross income . . . . . . . . u. . 36. . . $-
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 75. Cat. No. 11320B Form 1040 (2010)
Form 1040 (2010) Page 2