Free 2008 Form 1040 (Schedules A&B) - Federal

SCHEDULES A&B
(Form 1040)
Department of the Treasury Internal Revenue Service (99)

Schedule A--Itemized Deductions
(Schedule B is on back)
Attach to Form 1040. See Instructions for Schedules A&B (Form 1040).

OMB No. 1545-0074

2008
Attachment Sequence No.

07

Name(s) shown on Form 1040

Your social security number

Medical and Dental Expenses Taxes You Paid
(See page A-2.)

1 2 3 4 5

Caution. Do not include expenses reimbursed or paid by others. Medical and dental expenses (see page A-1) 2 Enter amount from Form 1040, line 38 Multiply line 2 by 7.5% (.075) Subtract line 3 from line 1. If line 3 is more than line 1, enter -0State and local (check only one box): a Income taxes, or b General sales taxes Real estate taxes (see page A-5) Personal property taxes Other taxes. List type and amount Add lines 5 through 8 Home mortgage interest and points reported to you on Form 1098 Home mortgage interest not reported to you on Form 1098. If paid to the person from whom you bought the home, see page A-6 and show that person's name, identifying no., and address

1 3 4 5 6 7 8

6 7 8 9

9 10

Interest You Paid
(See page A-5.) Note. Personal interest is not deductible.

10 11

11 12 13 14 15 Points not reported to you on Form 1098. See page A-6 for special rules Qualified mortgage insurance premiums (see page A-6) Investment interest. Attach Form 4952 if required. (See page A-6.) Add lines 10 through 14 Gifts by cash or check. If you made any gift of $250 or more, see page A-7 Other than by cash or check. If any gift of $250 or more, see page A-8. You must attach Form 8283 if over $500 Carryover from prior year Add lines 16 through 18 12 13 14 15 16 17 18 19 20

Gifts to Charity
If you made a gift and got a benefit for it, see page A-7.

16 17 18 19

Casualty and Theft Losses 20 Job Expenses 21 and Certain Miscellaneous 22 Deductions
(See page A-9.)

Casualty or theft loss(es). Attach Form 4684. (See page A-8.) Unreimbursed employee expenses--job travel, union dues, job education, etc. Attach Form 2106 or 2106-EZ if required. (See page A-9.) Tax preparation fees Other expenses--investment, safe deposit box, etc. List type and amount

21 22

23

23 24 25 26 27 24 Add lines 21 through 23 25 Enter amount from Form 1040, line 38 26 Multiply line 25 by 2% (.02) Subtract line 26 from line 24. If line 26 is more than line 24, enter -0Other--from list on page A-10. List type and amount 28 Is Form 1040, line 38, over $159,950 (over $79,975 if married filing separately)? No. Your deduction is not limited. Add the amounts in the far right column for lines 4 through 28. Also, enter this amount on Form 1040, line 40. Yes. Your deduction may be limited. See page A-10 for the amount to enter. If you elect to itemize deductions even though they are less than your standard deduction, check here
Cat. No. 11330X

27

Other 28 Miscellaneous Deductions Total Itemized Deductions
29

29

30

For Paperwork Reduction Act Notice, see Form 1040 instructions.

Schedule A (Form 1040) 2008

Schedules A&B (Form 1040) 2008 Name(s) shown on Form 1040. Do not enter name and social security number if shown on other side.

OMB No. 1545-0074

Page

2

Your social security number

Schedule B--Interest and Ordinary Dividends
Part I Interest
(See page B-1 and the instructions for Form 1040, line 8a.)

Attachment Sequence No.

08

1

List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see page B-1 and list this interest first. Also, show that buyer's social security number and address

Amount

1
Note. If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm's name as the payer and enter the total interest shown on that form.

Add the amounts on line 1 Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 4 Subtract line 3 from line 2. Enter the result here and on Form 1040, line 8a Note. If line 4 is over $1,500, you must complete Part III. 5 List name of payer

2 3

2 3 4 Amount

Part II Ordinary Dividends
(See page B-1 and the instructions for Form 1040, line 9a.)

Note. If you received a Form 1099-DIV or substitute statement from a brokerage firm, list the firm's name as the payer and enter the ordinary dividends shown on that form.

5

6 Add the amounts on line 5. Enter the total here and on Form 1040, line 9a Note. If line 6 is over $1,500, you must complete Part III.

6 Yes No

Part III Foreign Accounts and Trusts
(See page B-2.)

You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; or (b) had a foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust. 7a At any time during 2008, did you have an interest in or a signature or other authority over a financial account in a foreign country, such as a bank account, securities account, or other financial account? See page B-2 for exceptions and filing requirements for Form TD F 90-22.1 b If "Yes," enter the name of the foreign country 8 During 2008, did you receive a distribution from, or were you the grantor of, or transferor to, a foreign trust? If "Yes," you may have to file Form 3520. See page B-2

For Paperwork Reduction Act Notice, see Form 1040 instructions.

Schedule B (Form 1040) 2008