t tu turbotax4 Electronic Filing Instructions for your 2008 Federal Tax Return Important: Your taxes are not finished until all required steps are completed. Donald P Stevens 29 Bonheim Street Albany, NY 12204 Page 1 of 1 | Balance | Your federal tax return (Form 1040A) shows a refund due to you in the Due/ | amount of $92.00. Your tax refund should be mailed to you by check Refund | within three to four weeks after your return is accepted. _______________| _______________________________________________________________________ | Where’s My | Before you call the Internal Revenue Service with questions about Refund? | your refund, give them three to four weeks processing time from the | date your return is accepted. If then you have not received your | refund, or the amount is not what you expected, contact the Internal | Revenue Service directly at 1-800-829-4477. You can also check | www.irs.gov and select the "Where’s my refund?" link. _______________| _______________________________________________________________________ | No | No signature form is required since you signed your return Signature | electronically. Document | Needed | _______________| _______________________________________________________________________ | What You | Your Electronic Filing Instructions (this form) Need to | Printed copy of your federal return Keep | _______________| _______________________________________________________________________ | 2008 | Adjusted Gross Income $ 1,499.00 Federal | Taxable Income $ 0.00 Tax | Total Tax $ 38.00 Return | Total Payments/Credits $ 130.00 Summary | Amount to be Refunded $ 92.00 | Effective Tax Rate -7.54% _______________| _______________________________________________________________________ Do Not File FDIA1312 11/24/08 Department of the Treasury ' Internal Revenue Service Form1040A U.S. Individual Income Tax Return (99) 2008 IRS Use Only ' Do not write or staple in this space. 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 instructions) Dependents on 6c not entered above Add numbers on lines above Exemptions 6 a Yourself. If someone can claim you as a dependent, do not check box 6a b Spouse c Dependents: (1) First name Last name (2) Dependent’s social security number (3) Dependent’s relationship to you (4) c if qualifying child for child tax credit If more than six dependents, see instructions. d Total number of exemptions claimed Income 7 Wages, salaries, tips, etc. Attach Form(s) W-2 7 8 a Taxable interest. Attach Schedule 1 if required 8 a b Tax-exempt interest. Do not include on line 8a 8 b 9 a Ordinary dividends. Attach Schedule 1 if required 9 a Attach Form(s) W-2 here. Also attach Form(s) 1099-R if tax was withheld. b Qualified dividends (see instructions) 9 b 10 Capital gain distributions (see instructions) 10 11a IRA distributions 11a 11b Taxable amount 11b 12a Pensions and annuities 12a 12b Taxable amount 12b 13 Unemployment compensation and Alaska Permanent Fund dividends 13 14a Social security benefits 14a 14b Taxable amount 14b If you did not get a W-2, see instructions. Enclose, but do not attach, any payment. 15 Add lines 7 through 14b (far right column). This is your total income 15 Your first name and initial Last name OMB No. 1545-0074 Your social security number Label (See instructions.) If a joint return, spouse’s first name and initial Last name Spouse’s social security number Home address (number and street). If you have a P.O. box, see instructions. Apartment no. Use the IRS label. Otherwise, please print or type. J You must enter your SSN(s) above J City, town or post office. If you have a foreign address, see instructions. State ZIP code Presidential Election Campaign G Filing 1 Single 4 Head of household (with qualifying person). (See instructions.) status 2 Married filing jointly (even if only one had income) If the qualifying person is a child but not your dependent, 3 Married filing separately. Enter spouse’s SSN above and enter this child’s name here full name here 5 Qualifying widow(er) with dependent child Check only one box. (see instructions) Check here if you, or your spouse if filing jointly, want $3 to go to this fund (see instructions) You Spouse 16 Educator expenses (see instructions) 16 17 IRA deduction (see instructions) 17 18 Student loan interest deduction (see instructions) 18 19 Tuition and fees deduction. Attach Form 8917 19 Adjusted gross income 20 Add lines 16 through 19. These are your total adjustments 20 21 Subtract line 20 from line 15. This is your adjusted gross income 21 BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. Form 1040A (2008) Checking a box below will not change your tax or refund Donald P Stevens 102-62-2721 29 Bonheim Street Albany NY 12204 X X 1 1 1,499. 1,499. 1,499. Do Not File Form 1040A (2008) Page 2 22 Enter the amount from line 21 (adjusted gross income) 22 23a Check You were born before January 2, 1944, Blind if: Spouse was born before January 2, 1944, Blind Total boxes checked 23a Tax, credits, and payments b If you are married filing separately and your spouse itemizes deductions, see instructions and check here 23b c Check if standard deduction includes real estate taxes (see instructions) 23c 24 Enter your standard deduction (see left margin) 24 25 Subtract line 24 from line 22. If line 24 is more than line 22, enter -0- 25 26 If line 22 is over $119,975, or you provided housing to a Midwestern displaced individual, see instructions. Otherwise, multiply $3,500 by the total number of exemptions claimed on line 6d 26 27 Subtract line 26 from line 25. If line 26 is more than line 25, enter -0-. This is your taxable income 27 28 Tax, including any alternative minimum tax (see instructions) 28 29 Credit for child and dependent care expenses. Attach Schedule 2 29 30 Credit for the elderly or the disabled. Attach Schedule 3 30 31 Education credits. Attach Form 8863 31 32 Retirement savings contributions credit. Attach Form 8880 32 33 Child tax credit (see instructions). Attach Form 8901 if required 33 34 Add lines 29 through 33. These are your total credits 34 35 Subtract line 34 from line 28. If line 34 is more than line 28, enter -0- 35 36 Advance earned income credit payments from Form(s) W-2, box 9 36 37 Add lines 35 and 36. This is your total tax 37 38 Federal income tax withheld from Forms W-2 and 1099 38 39 2008 estimated tax payments and amount applied from 2007 return 39 40a Earned income credit (EIC) 40a bNontaxable combat pay election. 40b 41 Additional child tax credit. Attach Form 8812 41 42 Recovery rebate credit (see instrs) 42 43 Add lines 38, 39, 40a, 41, and 42. These are your total payments 43 44 If line 43 is more than line 37, subtract line 37 from line 43. Refund This is the amount you overpaid 44 45a Amount of line 44 you want refunded to you. If Form 8888 is attached, check here 45a G bRouting number G c Type: Checking Savings Direct deposit? See instructions and fill in 45b, 45c, and 45d or Form 8888. G dAccount number 46 Amount of line 44 you want applied to your 2009 estimated tax 46 Amount you owe 47 Amount you owe. Subtract line 43 from line 37. For details on how to pay, see instructions 47 48 Estimated tax penalty (see instructions) 48 Third party Do you want to allow another person to discuss this return with the IRS (see instructions)? Yes. Complete the following. No designee Designee’s name G Phone no. G Personal identification number (PIN) G If you have a qualifying child, attach Schedule EIC. Standard Deduction for ' ? People who checked any box on line 23a, 23b, or 23c or who can be claimed as a dependent, see instrs. ? All others: Single or Married filing separately, $5,450 Married filing jointly or Qualifying widow(er), $10,900 Head of Household, $8,000 Sign here 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 accurately list all amounts and sources of income I received during the tax year. Declaration of preparer (other than the taxpayer) is based on all information of which the preparer has any knowledge. Your signature Date Your occupation Daytime phone number Joint return? See instructions. Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation Keep a copy for your records. A Date Preparer’s SSN or PTIN Preparer’s signature A Check if selfPaid employed preparer’s use only A EIN Firm’s name (or yours if selfemployed), address, and ZIP code Phone no. FDIA1312 11/24/08 Form 1040A (2008) Donald P Stevens 102-62-2721 1,499. 5,450. 0. 3,500. 0. 0. 0. 38. 38. 17. 113. 0. 130. 92. 92. XXXXXXXXX XXXXXXXXXXXXXXXXX X Class A Driver Self-Prepared Do Not File Tax Payments Worksheet 2008 G Keep for your records Name(s) Shown on Return Social Security Number Estimated Tax Payments for 2008 (If more than 4 payments for any state or locality, see Tax Help) Federal State Local Date Amount Date Amount ID Date Amount ID 1 2 3 4 5 Tot Estimated Payments Tax Payments Other Than Withholding Federal State ID Local ID (If multiple states, see Tax Help) 6 Overpayments applied to 2008 7 Credited by estates and trusts 8 Totals Lines 1 through 7 9 2008 extensions Taxes Withheld From: Federal State Local 10 Forms W-2 11 Forms W-2G 12 Forms 1099-R 13 Forms 1099-MISC and 1099-G 14 Schedules K-1 15 Forms 1099-INT, DIV and OID 16 Social Security and Railroad Benefits 17 Form 1099-B St Loc 18 a Other withholding St Loc b Other withholding St Loc c Other withholding St Loc 19 Total Withholding Lines 10 through 18c 20 Total Tax Payments for 2008 Prior Year Taxes Paid In 2008 State ID Local ID (If multiple states or localities, see Tax Help) 21 Tax paid with 2007 extensions 22 2007 estimated tax paid after 12/31/07 23 Balance due paid with 2007 return 24 Other (amended returns, installment payments, etc) Donald P Stevens 102-62-2721 04/15/08 04/15/08 04/15/08 06/16/08 06/16/08 06/16/08 09/15/08 09/15/08 09/15/08 01/15/09 01/15/09 01/15/09 17. 23. 17. 23. 17. 23. Do Not File Federal Carryover Worksheet 2008 G Keep for your records Name(s) Shown on Return Social Security Number 2007 State and Local Income Tax Information (See Tax Help) (a) (b) (c) (d) (e) (f) (g) State or Paid With Estimates Pd Total With- Paid With Total Over- Applied Local ID Extension After 12/31 held/Pmts Return payment Amount Totals Other Tax and Income Information 2007 2008 1 Filing status 1 2 Number of exemptions for blind or over 65 (0 - 4) 2 3 Itemized deductions after limitation 3 4 Check box if required to itemize deductions 4 5 Adjusted gross income 5 6 Tax liability for Form 2210 or Form 2210-F 6 7 Alternative minimum tax 7 8 Federal overpayment applied to next year estimated tax 8 QuickZoom to the IRA Information Worksheet for IRA information (see Tax Help) Excess Contributions 2007 2008 9 a Taxpayer’s excess Archer MSA contributions as of 12/31 9 a b Spouse’s excess Archer MSA contributions as of 12/31 b 10 a Taxpayer’s excess Coverdell ESA contributions as of 12/31 10 a b Spouse’s excess Coverdell ESA contributions as of 12/31 b 11 a Taxpayer’s excess HSA contributions as of 12/31 11 a b Spouse’s excess HSA contributions as of 12/31 b Loss and Expense Carryovers 2007 2008 12 a Short-term capital loss 12 a b AMT Short-term capital loss b 13 a Long-term capital loss 13 a b AMT Long-term capital loss b 14 a Net operating loss available to carry forward 14 a b AMT Net operating loss available to carry forward b 15 a Investment interest expense disallowed 15 a b AMT Investment interest expense disallowed b 16 Nonrecaptured net Section 1231 losses from: a 2008 16 a b 2007 b c 2006 c d 2005 d e 2004 e f 2003 f Donald P Stevens 102-62-2721 1 Single 26. 1,499. 0.