CSS PROFILE Application Questions Quick Reference Chart

CSS PROFILE Application Questions Quick Reference Chart

Financial Aid & Scholarship Services (FASS)

N Ho'okama a Pauahi

Academic Year 2018-2019

Use this chart along with your completed 2016 federal income tax return and supporting documentation to answer the following questions on the CSS PROFILE application.

Description Total Number of Exemptions

Student's 2016 Income and Benefits

PROFILE

1040 Line #

1040A Line #

Help Code

SI-100

6d

6d

Adjusted Gross Income (AGI)

SI-105

37

21

Income Tax Paid

SI-110

56

39

Education Credits (American Opportunity, Hope and Lifetime SI-115

50

33

Learning)

Itemized Deductions

SI-120

Schedule A, Line 29

-

Student Income From Work

SI-125

7 + 12 + 18

7

+

Schedule K-1

(Form 1065), box 14

1040EZ Line #

Not Required To File

See instructions for

line 5

-

4

-

10

-

-

-

-

-

1

Form(s) W-2 (boxes 1 and 8), pay

stubs. Include wages received as

household employee for which

you did not receive a Form W-2

Spouse Income From Work

If 12 & 18 are negative, treat them as 0.

SI-130

7 + 12 + 18

7

+

Schedule K-1

(Form 1065), box 14

1

Form(s) W-2 (boxes 1 and 8), pay

stubs. Include wages received as

household employee for which

you did not receive a Form W-2

Interest & Dividend Income

SI-135

Untaxed Social Security benefits received for independent student and other family members (i.e., son, daughter, spouse & other dependents)

SI-140

Earned Income Credit Other Untaxed Income Paid Medical & Dental Expenses (not covered by insurance)

SI-155 SI-160 SE-105

If 12 & 18 are negative, treat them as 0.

8a + 9a

8a + 9a

2

(20a - 20b) +

Form SSA-1099 (Box 5) for all dependent children

66a

Schedule A, Line 1

(14a -14b)

Add all

+

Forms SSA-1099

Form SSA-1099 (Box 5)

(Box 5)

for all dependent

children

42a

8a

See worksheet on page 2

-

-

Form 1099-INT, Form 1099-DIV and Bank Statements Add all

Forms SSA-1099 (Box 5)

Medical/Dental Receipts

Description Total Number of Exemptions Wages, Salaries & Tips Interest Income

Parents' 2016 Income and Benefits

PROFILE

1040 Line #

1040A Line #

Help Code

PI-100

6d

6d

PI-105

7

7

PI-110

8a

8a

Dividend Income

PI-115

9a

9a

Net income or loss from business, farm, rents, royalties, partnerships, estate, trusts, etc. To enter a loss, use a minus () sign.

Other taxable income received such as alimony, capital gains or losses, pensions, annuities, etc. To enter a loss, use a minus (-) sign.

Adjustments to Income Adjusted Gross Income (AGI) Income Tax Paid Education Credits (American Opportunity, Hope and Lifetime Learning)

Itemized Deductions Parent 1 Income From Work

PI-120

PI-125

PI-130 PI-135 PI-140 PI-145

PI-150 PI-155

12 + 17+ 18

10 + 11 + 13 + 14 + 15b + 16b +

19 + 20b + 21 36 37 56 50

Schedule A, line 29 7 + 12 + 18 + Schedule K-1

(Form 1065), box 14

-

10+ 11b + 12b + 13 + 14b

20 21 39 33

7

1040EZ Line #

Not Required To File

See instructions for line 5 1

2

-

-

-

Form(s) W-2 (boxes 1 and 8), pay stubs.

Form 1099-INT and Bank Statements

Form 1099-DIV and Bank Statements -

3

-

-

-

4

-

10

-

-

-

-

-

1

Form(s) W-2 (boxes 1 and 8), pay

stubs. Include wages received as

household employee for which

you did not receive a Form W-2

Parent 2 Income From Work

If 12 & 18 are negative, treat them as 0.

PI-160

7 + 12 + 18

7

+

Schedule K-1

(Form 1065), box 14

1

Form(s) W-2 (boxes 1 and 8), pay

stubs. Include wages received as

household employee for which

you did not receive a Form W-2

Untaxed Social Security benefits received for parents and dependent family members, EXCEPT for the applicant.

Untaxed Retirement Payments (Deductible IRA and/or SEP, SIMPLE, or Keogh payments) Untaxed IRA Distributions, excluding "rollovers" Payments to Tax-Deferred Pension & Savings Plans

Untaxed portion of pensions received, excluding "rollovers" Tuition & Fees Deduction Health Savings Account Earned Income Credit Additional Child Tax credit Tax Exempt Interest Income Foreign Income Exclusion

Other Untaxed Income Paid Medical & Dental Expenses (not covered by insurance)

PI-165 PI-185

If 12 & 18 are negative, treat

them as 0.

(20a - 20b)

(14a -14b)

+

+

Form SSA-1099 (Box 5) Form SSA-1099 (Box 5)

for all dependent children

for all dependent

children

28 + 32

17

Add all Forms SSA-1099

(Box 5)

-

Add all Forms SSA-1099 (Box 5)

-

PI-187 PI-190

PI-192 PI-195 PI- 202 PI-205 PI-207 PI-215 PI-220

PI-225 PE-120

15a - 15b

11a - 11b

-

W-2 form boxes 12A-12D, codes D, E, F, G, H, and S.

Include untaxed payments to 401(k) and 403(b) plans.

16a - 16b 34 25 66a 67 8b

21 (Coded "Form 2555" or "2555-EZ") OR

Form 2555, line 45 OR Form 2555EZ, line 18

Schedule A, Line 1

12a - 12b

-

19

-

-

-

42a

8a

43

-

8b

-

-

-

See worksheet on page 2

-

-

Form 1099-INT (box 8) -

Medical/Dental Receipts

Page 1 of 2

Description Tax Exempt Interest Income Untaxed IRA distributions, excluding "rollovers" Untaxed portion of pensions received, excluding "rollovers" Untaxed IRA Deduction (Deductible IRA and/or SEP, SIMPLE, or Keogh payments)

Worksheet for Student's 2016 Other Untaxed Income (SI-160)

Amount

1040 Line #

1040A Line #

$

8b

8b

$

15a -15b

11a -11b

$

16a -16b

12a -12b

$

28+32

17

1040EZ Line # -

Not Required To File Form 1099-INT (box 8)

-

Additional Child Tax credit

$

Payments to Tax-Deferred Pension & Savings Plans

$

Worker's Compensation

$

Veteran's Educational Benefits

$

Veteran's Non-educational Benefits

$

Living Allowances

$

Financial support received from relatives, friends, etc.

$

67

43

-

-

W-2 form boxes 12A-12D, codes D, E, F, G, H, and S.

Include untaxed payments to 401(k) and 403(b) plans.

Worker's compensation documentation Work-study allowances

Disability, Death Pension, or Dependency & Indemnity Compensation (DIC), etc. Housing, food and other living allowances paid to members of the military, clergy or other profession (including

cash payments and cash value benefits)

Cash received or any money paid on your behalf (e.g., bills) not reported elsewhere. Don't include child support.

Untaxed Combat Pay (For tax filers, report amount NOT $

W-2 Box 12 Code Q

included in AGI. For non-tax filers, also report amount as

earnings)

Other Untaxed Income

$

Any other untaxed income and benefits not reported elsewhere

TOTAL OTHER UNTAXED INCOME (SI-160)

$

Worksheet for Parents' 2016 Other Untaxed Income (PI-225)

Worker's Compensation

$

Worker's compensation documentation

Financial support received from relatives, friends, etc.

$

Cash received or any money paid on your behalf (e.g., bills) not reported elsewhere. Don't include child support.

Any untaxed military service benefits not reported elsewhere

Untaxed Combat Pay (For tax filers, report amount NOT $

included in AGI. For non-tax filers, also report amount as

earnings)

Other Untaxed Income

$

TOTAL OTHER UNTAXED INCOME (PI-225)

$

W-2 Box 12 Code Q Any other untaxed income and benefits not reported elsewhere

Page 2 of 2

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