1040 U.S. Individual Income Tax Return

Transcription

1 Form Department of the Treasury - Internal Revenue Service 040 U.S. Individual Income Tax Return Lael (See instructions) Use the IRS lael. Otherwise, please print or type. L A B L H R Presidential lection Campaign Filing Status Check only one ox. xemptions If more than four dependents, see instructions. Income Attach Form(s) W- here. Also attach Forms W-G and 099-R if tax was withheld. If you did not get a W-, see instructions. nclose, ut do not attach, any payment. Also, please use Form 040-V. Adjusted Gross Income Your first name and initial If a joint return, spouse's first name and initial Last name Last name Home address (numer and street). If you have a P.O. ox, see instructions., 007, ending, 0 City, town or post office, state, and ZIP code. If you have a foreign address, see instructions. Apt. no. OMB No Your social security numer Spouse's social security numer Check here if you, or your spouse if filing jointly, want $3 to go to this fund You Spouse Single 4 Head of household (with qualifying person). (See instructions) If Married filing jointly (even if only one had income) the qualifying person is a child ut not your dependent, enter 3 Married filing separately. nter spouse's SSN aove this child's name here. 6a c and full name here. 5 Qualifying widow(er) with dependent child (See instructions) Yourself. If someone can claim you as a dependent, do not check ox 6a Boxes checked on 6a and 6 Spouse } No. of children (4) if qualifying child Dependents: (3) Dependent's on 6c who: () Dependent's relationship to for child () First name Last name social security numer you lived with you tax credit did not live with Roert Inmans Son you due to divorce Liz Inmans Daughter or separation d Total numer of exemptions claimed Wages, salaries, tips, etc. Attach Form(s) W a Taxale interest. Attach Schedule B if required a Tax-exempt interest. Do not include on line 8a a Ordinary dividends. Attach Schedule B if required a Qualified dividends Taxale refunds, credits, or offsets of state and local income taxes Alimony received Business income or (loss). Attach Schedule C or C-Z Capital gain or (loss). Attach Schedule D if required. If not required, check here Other gains or (losses). Attach Form a IRA distriutions a Taxale amount 5 6a Pensions and annuities.. 6a Taxale amount 6 7 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule Farm income or (loss). Attach Schedule F Unemployment compensation a Social security enefits.. 0a Taxale amount 0 Other income. List type and amount Add the amounts in the far right column for lines 7 through. This is your total income 3 ducator expenses Certain usiness expenses of reservists, performing artists, and fee-asis government officials. Attach Form 06 or 06-Z. 4 5 Health savings account deduction. Attach Form Moving expenses. Attach Form One-half of self-employment tax. Attach Schedule S Self-employed SP, SIMPL, and qualified plans Self-employed health insurance deduction Penalty on early withdrawal of savings a For the year Jan. -Dec. 3, 007, or other tax year eginning John Paula, FL Jess Inmans Mary Inmans Inmans Inmans Alimony paid Recipient's SSN 3a IRA deduction Student loan interest deduction Tuition and fees deduction. Attach Form Domestic production activities deduction. Attach Form Add lines 3 through 3a and 3 through Sutract line 36 from line. This is your adjusted gross income For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions Niece Grandparent IRS Use Only - Do not write or staple in this space Checking a ox elow will not change your tax or refund You must enter your SSN(s) aove. Dependents on 6c not entered aove Add numers on lines aove ,00,35 -,00 See Attached 3,50 9,85 9,85 Form 040 (007)

2 Form 040 (007) Tax and Credits Standard Deduction for - People who checked any ox on line 39a or 39 or who can e claimed as a dependent, See instr. All others: Single or Married filing separately, $5,350 Married filing jointly or Qualifying widow(er), $0,700 Head of household, $7,850 Other Taxes Payments If you have a qualifying child, attach Schedule IC. Refund Direct deposit? See instructions and fill in 74, 74c, and 74d. or Form You Owe Third Party Designee Sign Here Joint return? See instructions Keep a copy for your records. Paid Preparer's Use Only 38 from line 37 (adjusted gross income) a Check You were orn efore January, 943, Blind. Total oxes if: { Spouse was orn efore January, 943, Blind. } checked 39a 0 If your spouse itemizes on a seperate return or you were a dual-status alien, see instructions and check here Itemized deductions (from Schedule A) or your standard deduction (see left margin) Sutract line 40 from line ,85 If line 38 is $7,300 or less, multiply $3,400 y the total numer of exemptions claimed on line 6d. If line 38 is over $7,300, see the worksheet in instructions Taxale income. Sutract line 4 from line 4. If line 4 is more than line 4, enter Tax. Check if any tax is from: a Form(s) 884 Form 497 c Form(s) Alternative minimum tax. Attach Form Add lines 44 and Credit for child and dependent care expenses. Attach Form Credit for the elderly or the disaled. Attach Schedule R ducation credits. Attach Form Residential energy credits. Attach Form Foreign tax credit. Attach Form 6 if required Child tax credit. Attach Form 890 if required Retirement savings contriutions credit. Attach Form Credits from: a Form 8396 Form 8859 c Form Other credits: a Form 3800 Form 880 c Form Add lines 47 through 55. These are your total credits Sutract line 56 from line 46. If line 56 is more than line 46, enter Self-employment tax. Attach Schedule S Unreported social security and Medicare tax from: a Form 437 Form Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 539 if required Advance earned income credit payments from Form(s) W-, ox Household employment taxes. Attach Schedule H Add lines 57 through 6. This is your total tax Federal income tax withheld from Forms W- and , estimated tax payments and amount applied from 006 return a arned income credit (IC) a Nontaxale comat pay election xcess social security and tier RRTA tax withheld (see instr.) Additional child tax credit. Attach Form paid with request for extension to file Payments from: a Form 439 Form 436 c Form Refundale credit for prior year minimum tax from Form 880, line Add lines 64, 65, 66a, and 67 through 7. These are your total payments If line 7 is more than line 63, sutract line 63 from line 7. This is the amount you overpaid 74a d of line 73 you want refunded to you. If Form 8888 is attached, check here Routing numer Account numer 75 of line 73 you want applied to your 008 estimated tax you owe. Sutract line 7 from line 63. For details on how to pay, see instructions stimated tax penalty Designee's name Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the est of my knowledge and elief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is ased on all information of which preparer has any knowledge. Your signature Spouse's signature. If a joint return, oth must sign. Preparer's signature Firm's name (or yours if self-employed), address, and ZIP code c Type: Checking Savings Do you want to allow another person to discuss this return with the IRS? PRPARR NO Phone no. Your occupation Spouse's occupation Check if self-employed IN Phone no a Yes. Complete the following. Personal identification numer (PIN) Daytime phone numer Preparer's SSN or PTIN Page 0,70 8,5 0,40 6,75 6,50,04. No Form 040 (007)

3 Schedules A&B (Form 040) 007 Name(s) shown on Form 04 Do not enter name and social security numer if shown on page one. Part I Interest (See instructions and the instructions for Form 040, line 8a.) Schedule B - Interest and Ordinary Dividends List name of payer. If any interest is from a seller-financed mortgage and the uyer used the property as a personal residence, see instructions and list this interest first. Also, show that uyer's social security numer and address OMB No Your social security numer Page Attachment Sequence No. 08 orlando ank 85 from rother 50 Note. If you received a Form 099-INT, Form 099-OID, or sustitute statement from a rokerage firm, list the firm's name as the payer and enter the total interest shown on that form. Part II Ordinary Dividends (See instructions and the instructions for Form 040, line 9a.) Add the amounts on line xcludale interest on series and I U.S. savings onds issued after 989. Attach Form Sutract line 3 from line. nter the result here and on Form 040, line 8a Note. If line 4 is over $,500, you must complete Part III. 5 List name of payer,35,35 Note. If you received a Form 099-DIV or sustitute statement from a rokerage firm, list the firm's name as the payer and enter the ordinary dividends shown on that form. 5 Part III Foreign Accounts and Trusts (See instructions.) 6 Add the amounts on line 5. nter the total here and on Form 040, line 9a Note. If line 6 is over $,500, you must complete Part III. You must complete this part if you (a) had over $,500 of taxale interest or ordinary dividends; or () had a foreign account; or (c) received a distriution from, or were a grantor of, or a transferor to, a foreign trust. 7a 8 At any time during 007, did you have an interest in or a signature or other authority over a financial account in a foreign country, such as a ank account, securities account, or other financial account? See instructions for exceptions and filing requirements for Form TD F During 007, did you receive a distriution from, or were you the grantor of, or transferor to, a foreign trust? If "Yes," you may have to file Form 35 See instructions For Paperwork Reduction Act Notice, see instructions. Schedule B (Form 040) 007 If "Yes," enter the name of the foreign country 6 Yes No

4 SCHDUL D (Form 040) Department of the Treasury Internal Revenue Service Name(s) shown on return Part I (a) Description of property (xample: 00 sh. YZ Co.) Capital Gains and Losses OMB No Attach to Form 040 or Form 040NR. See Instructions for Schedule D (Form 040). Attachment Use Schedule D- to list additional transactions for lines and 8. Sequence No. Your social security numer Short-Term Capital Gains and Losses - Assets Held One Year or Less () acquired (c) sold (d) Sales price (e) Cost or other asis 007 (f) Gain or (loss) Sutract (e) from (d) nter your short-term totals, if any, from Schedule D-, line Total short-term sales price amounts. Add lines and in column (d) Short-term gain from Form 65 and short-term gain or (loss) from Forms 4684, 678, and Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K Short-term capital loss carryover. nter the amount, if any, from line 0 of your Capital Loss Carryover Worksheet in the Instructions ( ) 7 Net short-term capital gain or (loss). Comine lines through 6 in column (f) Part II Long-Term Capital Gains and Losses - Assets Held More Than One Year 7 8 (a) Description of property (xample: 00 sh. YZ Co.) () acquired (c) sold (d) Sales price (e) Cost or other asis (f) Gain or (loss) Sutract (e) from (d) city lot 9,00,00 -,00 9 nter your long-term totals, if any, from Schedule D-, line Total long-term sales price amounts. Add lines 8 and 9 in column (d) ,00 Gain from Form 4797, Part I; long-term gain from Forms 439 and 65; and long-term gain or (loss) from Forms 4684, 678, and Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K Capital gain distriutions. See instructions Long-term capital loss carryover. nter the amount, if any, from line 5 of your Capital Loss Carryover Worksheet in the Instructions Net long-term capital gain or (loss). Comine lines 8 through 4 in column (f). Then go to Part III on page ( ) -,00 For Paperwork Reduction Act Notice, see instructions. Schedule D (Form 040) 007

5 Schedule D (Form 040) 007 Part III Summary Page 6 Comine lines 7 and 5 and enter the result ,00 If line 6 is: A gain, enter the amount from line 6 on Form 040, line 3, or Form 040NR, line 4. Then go to line 7 elow. A loss, skip lines 7 through 0 elow. Then go to line. Also e sure to complete line. Zero skip lines 7 through elow and enter -0- on Form 040, line 3, or Form 040NR, line 4. Then go to line. 7 Are lines 5 and 6 oth gains? Yes. Go to line 8. No. Skip lines 8 through, and go to line. 8 nter the amount, if any, from line 7 of the 8% Rate Gain Worksheet located in the instructions nter the amount, if any, from line 8 of the Unrecaptured Section 50 Gain Worksheet located in the instructions Are lines 8 and 9 oth zero or lank? Yes. Complete Form 040 through line 43, or Form 040NR through line 4 Then complete the Qualified Dividends and Capital Gain Tax Worksheet located in the Instructions for Form 040 (or in the Instructions for Form 040NR). Do not complete lines and elow. No. Complete Form 040 through line 43, or Form 040NR through line 4 Then complete the Schedule D Tax Worksheet located in the instructions. Do Not complete lines and elow. If line 6 is a loss, enter here and on Form 040, line 3, or Form 040 NR, line 4, the smaller of: The loss on line 6 or ($3,000), or if married filing separately, ($,500)} (,00 ) Note. When figuring which amount is smaller, treat oth amounts as positive numers. Do you have qualified dividends on Form 040, line 9, or Form 040NR, line 0? Yes. Complete Form 040 through line 43, or Form 040NR through line 4 Then complete the Qualified Dividends and Capital Gain Tax Worksheet located in the Instructions for Form 040 (or in the Instructions for Form 040NR). No. Complete the rest of Form 040 or Form 040NR. Schedule D (Form 040) 007