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2016 Federal Form 1040 Information Smart Worksheet Use this worksheet to compute taxable refund amount? ► Yes No If no. skip this Smart Worksheet. Total refunds from Line 1 column (b) will be reported as income. A Did you itemize deductions in 2016? ► Yes No If no. none of your refund from 2016 is reportable as income. Do not complete the remainder of this worksheet. B Enter the amount from your 2016 Schedule A, line 5, State and local tax If none, enter zero. and do not complete the remainder of this worksheet. C Which type of taxes were deducted on your 2016 Schedule A. line 5? 1 Income taxes (2016 Schedule A, box 5a. was checked) 2 General sales taxes (2016 Schedule A, box 5b, was checked) 3 Not applicable If general sales taxes were deducted. none of the refund from 2016 is reportable as income. Do not complete the remainder of this worksheet. D Enter the deduction for general sales taxes that could have been taken in 2016 if you know that amount E What was your filing status for 2016? Single Married filing jointly Married filing separately Married filing separately and your spouse itemized deductions Head of household j Qualifying widow(er) F Could be claimed as a dependent by someone else in 2016? . . . . ► Yes No G If yes. enter your earned income for 2016 Enter the following amounts from your 2016 Form 1040: H Line 38. Adjusted gross income I Line 39a, Total number of boxes checked J Line 40. Itemized deductions or standard deduction K Line 41. Adjusted gross income less itemized or standard deduction L Line 42. Deduction for exemptions M Line 43. Taxable income. Line K less line L (if less than zero, enter as negative) N Line 44. Tax O Line 45. Alternative minimum tax P Line 46. Excess advance premium tax credit repayment O Line 47. Total tax before credits R Line 56. Total tax after credits If your adjusted gross income was greater than $313.800 if filing status was married filing joint or qualifyi

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Independent research project. Not affiliated with the U.S. Department of Justice, FBI, any government agency, or Anthropic. All analytical text on this site is AI-generated (Claude, Anthropic) and iteratively fact-checked against source documents, but may contain errors. Verify all claims against linked EFTA sources before citing.
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