Federal Carryover Worksheet

Federal Carryover Worksheet 2018 • Keep for your records Name(s) Shown on Return Social Security Number 2017 State and Local Income Tax Information (a) (b) (c) (d) (e) (0 (0) State or Paid With Estimates Pd Total With- Paid With Total Over- Applied Local ID Extension After 12131 held/Pmts Return payment Amount Totals . . 2017 State Extension Information (a) State (b) Paid With Extension 2017 State Estimates Information (a) State (c) Estimates Paid After 12/31 2017 State Taxes Due Information (a) State (e) Paid With Return 2017 State Refund Applied Information (a) State (0) Applied Amount 2017 State Tax Refund Information (a) State (d) Total Withheld/Pmts (0 Total Overpayment 2017 Locality Extension Information (a) Locality (b) Paid With Extension 2017 Locality Estimates Information (a) Locality (c) Estimates Paid Atter 12/31 2017 Locality Taxes Due Information (a) Locality (e) Paid With Return 2017 Locality Refund Applied Information (a) Locality (0) Applied Amount 2017 Locality Tax Refund Information (a) Locality (d) Total Withheld/Pmts (0 Total Overpayment EFTA01221859 Federal Carryover Worksheet page 2 2018 Other Tax and Income Information 2017 2018 1 2 3 4 5 6 7 8 Filing status Number of exemptions for blind or over 65 (0 - 4) Itemized deductions Check box if required to itemize deductions Adjusted gross income Tax liability for Form 2210 or Form 2210-F Alternative minimum tax Federal overpayment applied to next year estimated tax 1 2 3 4 5 6 7 8 t 1 t 1 Oulcknom to the IRA Information Worksheet for IRA Information Excess Contributions 2017 2018 9 a Taxpayer's excess Archer MSA contributions as of 12/31 . . . b Spouse's excess Archer MSA contributions as of 12/31 10 a Taxpayer's excess Coverdell ESA contributions as of 12/31. . b Spouse's excess Coverdell ESA contributions as of 12/31. . . 11 a Taxpayer's excess HSA contributions as of 12/31 b Spouse's excess HSA contributions as of 12/31 9 a b 10 a b 11 a b Loss and Expense Carryovers Note: Enter all entries as a positive amount 2017 2018 12 a Short-term capital loss b AMT Short-term capital loss 13 a Long-term capital loss b AMT Long-term capital loss 14 a Net operating loss available to carry forward b AMT Net operating loss available to carry forward 15 a Investment interest expense disallowed b AMT Investment interest expense disallowed 16 Nonrecaptured net Section 1231 losses from: 17 AMT net Sec 1231 losses from: a b c d e t a b c d e t 2018. . 2017. . 2016. . 2015. . 2014. . 2013. . 2018. . 2017. . 2016. . 2015. . 2014. . 2013. . 12 a b 13 a b 14 a b 15 a b 16 a b c d e f 17 a b c d e t EFTA01221860 Federal Carryover Worksheet page 3 2018 Credit Carryovers 2017 2018 18 General business credit 19 Adoption credit from: 20 Mortgage interest credit 21 Credit for prior year minimum 22 District of Columbia first-time 23 Residential energy efficient a b c d e t from: 2018 2017 2016 2015 2014 2013 tax homebuyer property a b c d 2018 2017 2016 2015 credit credit 18 19a b c d e t 20 a b c d 21 22 23 Other Carryovers 2017 2018 24 Section 179 ex 25 Excess foreign housing deduction: ense a b c d deduction disallowed Taxpayer (Form 2555. line 46) Taxpayer (Form 2555. line 48) Spouse (Form 2555, line 46) Spouse (Form 2555, line 48) 24 25 a b c d Charitable Contribution Carryovers 26 2017 Carryover of charitable contributions from: a 2017 b 2016 c 2015 d 2014 e 2013 Other Property Capital Gain Cash (a) 50% (b) 30% (c) 30% (d) 20% (e) 60% 27 2018 Carryover of charitable contributions from: a 2018 b 2017 c 2016 d 2015 e 2014 Other Property Capital Gain Cash (a) 50% (b) 30% (c) 30% (d) 20% (e) 60% 28 Amount overpaid less earned income credit 2017 State Capital Loss Ca ryovers (For users not transferring from the prio year) State ID Short-term Capital Loss for State AMT Short-term Capital Loss for State Long-term Capital Loss for State AMT Long-term Capital Loss for State Capital Loss (combined) for State AMT Capital Loss (combined) for State EFTA01221861