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Form
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1040
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Department
of the Treasury—Internal Revenue Service
U.S. Individual Income Tax Return
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200X
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(99)
IRS Use Only—Do not write or staple in this space.
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Label
(See
instructions
on page 12.)
Use the IRS
label.
Otherwise,
Please print
or type.
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L
A
B
E
L
H
E
R
E
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For
the year Jan. 1–Dec. 31, 200X, or other tax year beginning , 200X, ending , 20
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OMB No. 1545-0074
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Your first name and initial
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Last name
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Your social security number
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If a joint return, spouse’s
first name and initial
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Last name
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Spouse’s social security number
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Home address (number and
street). If you have a P.O. box, see page 12
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Apt. no.
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You must
enter
your SSN(S) above.
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Presidential
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City, town or post office,
state, and ZIP code. If you have a
foreign address, see page 12
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Checking a box
below will not
change your tax or refund
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Election Campaign „ Check here if
you, or your spouse if filing jointly, want $3 to go to this fund (see page 12
„ You Spouse
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Filing Status
Check only
one box.
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1
2
3
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Single
Married filing jointly
(even if only one had income)
Married filing separately.
Enter spouse’s SSN above
and full name here. „
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4
5
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Head of household (with
qualifying person). (See page 13) If
the qualifying person is a child but not your dependent, enter
this child’s name here. „
Qualifying widow(er) with
dependent child. (See page 14)
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Exemptions
If
more than four
dependents, see page 15.
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6a
b
c
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Yourself. If someone can claim you as a
dependent do not check box 6a . . .
Spouse . . . . . . . . . . . .
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}
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Boxes checked
on 6a and 6b
No. of children
on 6c who:
• lived with you
• did not live with
you due to divorce
or separation
(see page 16)
Dependents
on 6c
not entered above
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Dependents:
(1) First name Last name
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(2) Dependent’s
social security number
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(3) Dependent’s
relationship to
you
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(4) aif qualifying
child for child
tax credit (see page 15
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Add
numbers on
lines
above 4
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d
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Total
number of exemptions claimed . . . . . . . . . . . . . . . . .
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Income
Attach Form(s)
W-2 here. Also attach Forms
W-2G and
1099-R if tax
was withheld.
If
you did not
get a W-2,
see page 19.
Enclose,
but do
not attach, any
payment. Also,
please use
Form 1040-V.
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7
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Wages,
salaries, tips, etc. Attach Form(s) W-2 . . . . . . .
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7
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8a
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Taxable interest. Attach
Schedule B if required . . . . . . . . . . . . . . . .
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8a
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b
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Tax-exempt interest. Do
not include on line 8a . . . . . . . . .
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8b
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9a
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Ordinary
dividends. Attach Schedule B if required . . . . . . . . . . . . .
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9a
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b
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Qualified
dividends (see page 19)
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9b
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10
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Taxable
refunds, credits, or offsets of state and local income taxes (see page 24)
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10
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11
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Alimony
received . . . . . . . . . . . . . . . . . . . . .
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11
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12
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Business
income or (loss). Attach Schedule C or C-EZ . . . . . . . . . . . .
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12
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13
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Capital
gain or (loss). Attach Schedule D if required. If not required, check here . . . . . .
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13
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14
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Other
gains or (losses). Attach Form 4797. . . . . . . . . . . . . . .
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14
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15a
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IRA
distributions . . .
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15a
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b. Taxable amount (see page 21)
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15b
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16a
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Pensions
and annuities
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16a
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b. Taxable amount (see page 22)
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16b
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17
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Rental
Royalities
Partnerships, S corporations
Estates and Trusts
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17
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18
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Farm
income or (loss). Attach Schedule F . . . . . . . . . . . . . . .
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18
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19
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Unemployment
compensation . . . . . . . . . . . . . . . . . . . . . . .
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19
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20a
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Social
security benefits . . . . .
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20a
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b Taxable amount (see page 24)
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20b
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21
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Other
income. List type and amount (see page 29)
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21
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22
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Add
the amounts in the far right column for lines 7 through 21. This is your total
income
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22
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Adjusted
Gross
Income
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23
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Educator
expenses (see page 26) . . . . . . . . . . . . . . . . .
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23
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24
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Certain
business expenses of reservists, performing artists, and
fee-basis government officials. Attach Form 2106 or 2106-EZ . .
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24
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25
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Health
savings account deduction. Attach Form 8889. . . . . . . .
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25
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26
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Moving
expenses. Attach Form 3903 . . . . . . . . . . . . . . . .
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26
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27
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One-half
of self-employment tax. Attach Schedule SE . . . . . . .
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27
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28
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Self-employed
SEP, SIMPLE, and qualified plans. . . . . . . . . . . . . .
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28
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29
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Self-employed
health insurance deduction (see page 26). . . . . .
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29
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30
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Penalty
on early withdrawal of savings. . . . . . . . . . . . . . .
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30
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31a
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Alimony
paid b Recipient’s SSN ►
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31a
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32
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IRA
deduction (see page 27) . . . . . . . . . . . . . . . . . . . . .
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32
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33
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Student
loan interest deduction (see page 30). . . . . . . . . . . .
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33
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34
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Tuition and fees deduction.
Attach Form 8917 . . . . . . . . . . .
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34
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35
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Domestic production
activities deduction. Attach Form 8903. . . . .
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35
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36
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Add lines 23 through 31a and
32 through 35. . . . .. . . . . . . . . . . . . . . . . . .
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36
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37
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Subtract line 36 from line
22. This is your adjusted gross income . . . . . . . . . . .
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37
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For Disclosure, Privacy
Act, and Paperwork Reduction Act Notice, see page 83.
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Cat No.
11320B
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Form
1040 (200X)
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Form 1040 (200X)
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Page
2
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Tax and
Credits
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38
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Amount
from line 37 (adjusted gross income. . . . . . . . . . . . . . .
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38
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39a
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Check
if:
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{
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You were born before
January 2, 1943, Blind.
Spouse was born
before January 2, 1943, Blind.
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}
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Total boxes
checked 4 39a
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Standard
Deduction
for –
• People who
checked any
box on line
39a or 39b or
who can be
claimed as a
dependent,
see page 31.
•
All others:
Single
or
Married filing
separately,
$5,350
Married
filing
jointly or
Qualifying
widow(er),
$10,700
Head
of
househole,
$7,850
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b
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If your spouse items on a separate return or you
were a dual-status alien, see page 31 and check here 4 39b
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40
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Itemized deductions (from
Schedule A) or your standard deduction (see left margin). .
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40
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41
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Subtract
line 40 from line 38. . . . . . . . . . . . . . . . . . . .
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41
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42
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If
line 38 is $117,300 or less, multiply $3,400 by the total number of
exemptions claimed on line
6d. If line 38 is over $117,300, see the worksheet on page 33. . . . . .
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42
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43
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Taxable income. Subtract line
42 from line 41. If line 42 is more than line 41, enter -0-.. . . .
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43
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44
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Tax (see page 33). Check if
any tax is from: a Form(s)
8814 b Form 4972 c Form 8889
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44
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45
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Alternative minimum tax (see
page 36). Attach Form 6251. . . . . . . . . . . . . . . . . . .
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45
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46
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Add
lines 44 and 45 . . . . . . . . . . . . . . . . . . .
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46
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47
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Credit
for child and dependent care expenses. Attach Form 2441
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47
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48
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Credit
for the elderly or the disabled. Attach Schedule R. . . . . . . . .
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48
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49
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Education
credits. Attach Form 8863. . . . . . . . . . . . . . . . .
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49
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50
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Child
tax credit (see page 39). Attach form 8901 if required . . . . . . .
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50
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51
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Foreign
tax credit. Attach Form 1116 if required. . . . . . . . . . . . .
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51
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52
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Residential
energy credits. Attach Form 5695. . . . . . . . . . . . . .
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52
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53
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Retirement
savings contributions credit. Attach Form 8880. . . . . . .
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53
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54
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Credits
from: a Form 8396 b
Form 8839 c Form 8859 .
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54
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55
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Other
credits. a Form 3800 b
Form 8801 c Form
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55
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56
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Add
lines 47 through 55. These are your total credits. . . . . . . .
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56
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57
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Subtract
line 56 from line 46. If line 56 is more than line 46, enter -0- . . . .
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57
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Other
Taxes
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58
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Self-employment
tax. Attach Schedule SE. . . . . . . . . . . . . . . . . . .
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58
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59
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Unreported
social security and Medicare tax from a Form 4137 b Form 8919. .. . . . .
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59
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60
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Additional
tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if
required. . . .
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60
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61
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Advance
earned income credit payments from Form(s) W-2, box 9. . . . . . . . .
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61
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62
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Household
employment taxes. Attach Schedule H. . . . . . . . . . . . . . .
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62
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63
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Add
lines 57 through 62. This is your total tax . . . . . . . . .
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63
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Payments
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64
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Federal
income tax withheld from Forms W-2 and 1099
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64
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65
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200X
estimated tax payments and amount applied from 2006 return
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65
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If you have a ►
qualifying
child, attach Schedule EIC.
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66a
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Earned income credit (EIC) .
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66a
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b
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Nontaxable
combat pay election
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66b
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67
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Excess
social security and tier 1 RRTA tax withheld (see page 59) . . .
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67
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68
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Additional
child tax credit. Attach Form 8812. . . . . . . . . . . . . . .
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68
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69
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Amount
paid with request for extension to file (see page 59) . . . . . .
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69
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70
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Payments
from: a
Form 2439 b
Form 4136 c Form 8885. . .
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70
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71
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Refundable
credit for prior year minimum tax from Form 8801, line 27 . .
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71
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72
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Add
lines 64, 65, 66a, and 67 through 71. These are your total payments.
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72
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Refund
Direct
deposit?
See page 59
►
and fill in 74b,►
74c, and 74d,
or Form 8888.
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73
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If
line 72 is more than line 63, subtract line 63 from line 72. This is the
amount you overpaid. . .
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73
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74a
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Amount
of line 73 you want refunded to you. .If Form 8888
is attached, check here 4
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74a
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b
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Routing
number
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4c. Type: Checking Savings
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d
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Account number
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75
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Amount
of line 73 you want applied to your 2008 estimated tax 4
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75
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Amount
You Owe
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76
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Amount you owe. Subtract line
72 from line 63. For details on how to pay, see page 60 4
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76
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77
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Estimated
tax penalty (see page 61) . . . . . . . . . . . . . . . . . .
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77
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Third Party
Designee
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Do
you want to allow another person to discuss this return with the IRS (see
page 61)? Yes. Complete the following. No
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Designee’s
name 4
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Phone
no. 4( )
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Personal
Identification
number (PIN) 4
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Sign
Here
Joint
return?
See page 13.
Keep a copy
for your
records.
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4
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Under
penalties of perjury, I declare that I have examined this return and
accompanying schedules and statements, and to the best of my knowledge and
belief, they are true, correct, and complete. Declaration of preparer (other
than taxpayer) is based on all information of which preparer has any knowledge.
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Your
signature
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Date
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Your
occupation
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Daytime
phone number
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( )
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Spouse’s
signature. If a joint return, both must sign.
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Date
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Spouse’s
occupation
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Paid
Preparer’s
Use Only
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Preparer’s
signature
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4
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Date
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Check if
self-employed
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Preparer’s SSN or PTIN
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Firm’s name or
yours if self-employed),
address, and ZIP code
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4
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EIN
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Phone no. (
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