- 3.12.3.42 Section 52 and 53 Data — Form 8889
- 3.12.3.43 Section 54 Data — Form 8880
- 3.12.3.44 Section 55 Data — Form 8914 (TY05 and TY06 Only)
- 3.12.3.45 Section 56 Data — Form 8888
- 3.12.3.46 Reserved
- 3.12.3.47 Reserved
- 3.12.3.48 Section 59 Data — Form 8913 (TY06 Only)
- 3.12.3.49 Section 60 Data — Form 8917 (TY07 and later)
-
This is transcribed form line 15, Form 8889.
-
This is transcribed form line 16, Form 8889.
-
It is the taxpayers total of line 15 subtracted from line 14c.
-
This is transcribed form line 17a, Form 8889.
-
If the box on line 17a, Form 8889 is check, than enter 1 in Field 5217a.
-
This is transcribed form line 17b, Form 8889.
-
If the box on line 17a has been checked, the taxpayers will enter 10% (.10), of the amount from line 16, on line 17b.
-
If the box on line 17a is not checked, the taxpayers will enter the amount from line 16 on line 17b.
-
This is transcribed form line 18, Form 8889.
-
This is transcribed form line 19, Form 8889.
-
This is transcribed form line 20, Form 8889.
-
This is transcribed form line 21, Form 8889.
-
It is the taxpayers entry of the combined amounts for lines 18, 19, and 20.
-
Form 8880, Credit for Qualified Retirement Savings Contribution, is used to report contributions to a qualified retirement savings plan. (EC 288/588.)
-
Section 54 consists of the following fields:
Field Designator Field Title Field Location 5406A Primary Contributions Line 6a 5406B Secondary Contributions Line 6b
-
Fields 5406A and 5406B will appear invalid if not all numeric.
-
Additional correction procedures are provided for specific fields.
-
This field is transcribed from line 6, column a, Form 8880.
-
The taxpayers will enter on line 6a, the smaller amount between line 5a or $2,000
-
Form 8914, Exemption Amount for Taxpayers Housing Individuals Displaced by Hurricane Katrina, is used to claim an additional exemption amount for taxpayers housing individuals displaced by Hurricane Katrina.
Note:
Section 55 for Form 8914 is valid for TY05 and TY06 only.
-
Section 55 consists of the following fields:
Field Designator Field Title Field Location 55DN1 Displaced Individual Name Control-1 Line 1a 55DS1 Displaced Individual SSN-1 Line 1b 55DN2 Displaced Individual Name Control-2 Line 1a 55DS2 Displaced Individual SSN-2 Line 1b 55DN3 Displaced Individual Name Control-3 Line 1a 55DS3 Displaced Individual SSN-3 Line 1b 55DN4 Displaced Individual Name Control-4 Line 1a 55DS4 Displaced Individual SSN-4 Line 1b
-
Correct coding and transcription errors and misplaced entries on displayed fields.
-
Displaced Individual field is numeric only.
-
Displaced Individual name control is four digits and alpha only.
-
Additional correction procedures are provided for specific fields.
-
This is transcribed from line 1a, Form 8914.
-
It is the first four letter of the last name of the first individual that is present.
-
This is transcribed from line 1b, Form 8914.
-
It is the SSN of the of the first individual that is present.
-
This is transcribed from line 1a, Form 8914.
-
It is the first four letter of the last name of the second individual that is present.
-
This is transcribed from line 1b, Form 8914.
-
It is the SSN of the of the second individual that is present.
-
This is transcribed from line 1a, Form 8914.
-
It is the first four letter of the last name of the third individual that is present.
-
This is transcribed from line 1b, Form 8914.
-
It is the SSN of the of the third individual that is present.
-
This is transcribed from line 1a, Form 8914.
-
It is the first four letter of the last name of the fourth individual that is present.
-
Form 8888, Direct Deposit of Refund, is used to Direct Deposit the taxpayer's refund into up to three accounts.
-
Section 56 consists of the following fields:
Field Designator Field Titles Field Location 5601A Account 1 Deposit Amount Line 1a 5601B Account 1 Routing Number Line 1b 5601C Account 1 Type Deposit Code Line 1c 5601D Account 1 Account Number Line 1d 5602A Account 2 Deposit Amount Line 2a 5602B Account 2 Routing Number Line 2b 5602C Account 2 Type Deposit Code Line 2c 5602D Account 2 Account Number Line 2d 5603A Account 3 Deposit Amount Line 3a 5603B Account 3 Routing Number Line 3b 5603C Account 3 Type Deposit Code Line 3c 5603D Account 3 Account Number Line 3d
-
Correct coding and transcription errors and misplaced entries on displayed fields.
-
The taxpayer has the option of using Section 06 or Section 56, Form 8888 but not both. If the taxpayer tries to use both, they will receive a paper check.
-
Injured Spouse filers will not have the option of using Form 8888.
-
Total Direct Deposit amounts of less than $100 will not be allowed using Form 8888.
-
See Section 06 Correction Procedures for Fields RTN, DAN and TDA.
-
Additional correction procedures are provided for specific fields.
-
This field is transcribed from line 1a, Form 8888.
-
It is the first amount the taxpayer is requesting to be direct deposited.
-
This field is transcribed from line 1b, Form 8888.
-
It is the routing number for the first direct deposit the taxpayer is requesting.
-
This field is transcribed from line 1c, Form 8888.
-
It is the account type code for the first direct deposit the taxpayer is requesting.
-
If the Checking box is checked, than enter C in Field 5601C.
-
If the Savings box is checked, than enter S in Field 5601C.
-
-
This field is transcribed from line 1d, Form 8888.
-
It is the account number for the first direct deposit the taxpayer is requesting.
-
This field is transcribed from line 2a, Form 8888.
-
It is the second amount the taxpayer is requesting to be direct deposited.
-
This field is transcribed from line 2b, Form 8888.
-
It is the routing number for the second direct deposit the taxpayer is requesting.
-
This field is transcribed from line 2c, Form 8888.
-
It is the account type code for the second direct deposit the taxpayer is requesting.
-
If the Checking box is checked, than enter C in Field 5602C.
-
If the Savings box is checked, than enter S in Field 56021C.
-
-
This field is transcribed from line 2d, Form 8888.
-
It is the account number for the second direct deposit the taxpayer is requesting.
-
This field is transcribed from line 3a, Form 8888.
-
It is the third amount the taxpayer is requesting to be direct deposited.
-
This field is transcribed from line 3b, Form 8888.
-
It is the routing number for the third direct deposit the taxpayer is requesting.
-
This field is transcribed from line 3c, Form 8888.
-
It is the account type code for the third direct deposit the taxpayer is requesting.
-
If the Checking box is checked, than enter C in Field 5603C.
-
If the Savings box is checked, than enter S in Field 5603C.
-
-
TY06 Only — Form 8913, Credit for Federal Telephone Excise Tax Refund, is used by the taxpayer to claim the actual amount of Excise tax paid on their telephone bill for Tax Years 2004, 2005 and 2006.
-
≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡
-
All fields in this section must be numeric and positive.
-
Section 59 consists of the following fields:
Field Designator Field Title Field Location 5915D Telephone Tax Refund Line 15(d) 5915E Interest on Tax Refund Line 15(e) 5916V Telephone Tax Refund Verified ERS Input Only
-
Correct coding and transcription errors and misplaced entries on displayed fields.
-
Additional correction procedures are provided for specific fields.
-
This field is transcribed from line 15d, Form 8913.
-
It is the taxpayers total amount the sum of lines 1d through 15d.
-
This field is transcribed from line 15e, Form 8913.
-
It is the taxpayers total amount the sum of lines 1e through 15e.