{% extends "base.html" %} {% from "tax/_fields.html" import steps %} {% block title %}Tax return {{ year }}{% endblock %} {% block content %}

Tax return — {{ year }}

Federal Form 1040 and Connecticut Form CT-1040, from your books plus a few questions.

See the return {{ year + 1 }} estimated payments How to file
{% if ret.preliminary %}
Preliminary. {{ year }} uses the IRS and Connecticut amounts published so far, but the final {{ year }} forms and instructions aren't out yet. Ask for an update in January before filing.
{% endif %} {% if not exists and prior_exists %}

Start your {{ year }} return from your {{ year - 1 }} return

Bookkeeper copies your household, address, jobs, businesses and rentals, and carries forward last year's carryovers (capital and passive losses, CHET, Connecticut depreciation subtractions) and the overpayments you applied to {{ year }}. Then it asks a few questions about what changed this year.

{% endif %} {% if rolled %}
Started from your {{ rolled.year }} return on {{ rolled.date|usdate }}. {{ 'Review' if data.what_changed.saved else 'Answer' }} “What changed in {{ year }}?” · Start over from {{ rolled.year }}
{% endif %}
{{ steps(sections, year, 'overview') }}
{% set s = ret.summary %}
Federal {% if s.fed_refund %}${{ '{:,}'.format(s.fed_refund) }}refund {% elif s.fed_owe %}${{ '{:,}'.format(s.fed_owe) }}you owe {% else %}$0even{% endif %}
Connecticut {% if s.ct_refund %}${{ '{:,}'.format(s.ct_refund) }}refund {% elif s.ct_owe %}${{ '{:,}'.format(s.ct_owe) }}you owe {% else %}$0even{% endif %}
Adjusted gross income
${{ '{:,}'.format(s.agi or 0) }}
Taxable income
${{ '{:,}'.format(s.taxable_income or 0) }}
Federal tax
${{ '{:,}'.format(s.total_tax or 0) }}
CT tax
${{ '{:,}'.format(s.ct_tax or 0) }}
{% if todos %}

To do for {{ year }}

    {% for t in todos %}
  • !{{ t.text }} {% if t.section %}Go →{% endif %}
  • {% endfor %}
{% endif %} {% if ret.messages %}

Check these

    {% for m in ret.messages %}
  • {{ {'error': '✕', 'warn': '!', 'info': 'i'}[m.level] }} {{ m.text }} {% if m.section and m.section in ['about','dependents','wages','business','retirement','investments','rentals','other','deductions','credits','payments','connecticut','situations'] %} Go →{% endif %}
  • {% endfor %}
{% endif %}

Interview

Work through each section. Figures from your books (rentals, interest, dividends, stock sales, business income, estimated payments) are filled in automatically.

    {% for s in sections %}
  1. {{ s.title }} {% if s.count %}{{ s.count }}{% endif %} {% if by_section.get(s.slug) %}{{ by_section[s.slug]|length }} to check{% endif %} {% if todo_by_section.get(s.slug) %}{{ todo_by_section[s.slug]|length }} to do{% endif %} {{ s.blurb or '' }}
  2. {% endfor %}
{% if next_supported %}
{% if next_exists %}

Your {{ year + 1 }} return

Already started.

Open my {{ year + 1 }} return {% else %}

Ready for {{ year + 1 }}?

Start next year's return from this one: your household, jobs, businesses, rentals, carryovers and payments move forward, then a short list of questions about what changed.

{% endif %}
{% endif %}

Bookkeeper follows the official {{ year }} IRS and Connecticut DRS forms and instructions for the situations it supports, but it is not professional tax software and nobody reviews its results. You are responsible for your return. The first year, compare it with another program or a preparer line by line.

{% endblock %}