Department of the Treasury--Internal Revenue Service
(See page 17.)
L A B E L H E R E
U.S. Individual Income Tax Return
Your first name and initial Last name
IRS Use Only--Do not write or staple in this space. OMB No. 1545-0074 Your social security number
If a joint return, spouse's first name and initial
Spouse's social security number
Use the IRS label.
Otherwise, please print or type.
Home address (number and street). If you have a P.O. box, see page 17.
You must enter your SSN(s) above. Checking a box below will not change your tax or refund. You Spouse
City, town or post office, state, and ZIP code. If you have a foreign address, see page 17.
Presidential Election Campaign
Check here if you, or your spouse if filing jointly, want $3 to go to this fund (see page 17)
Check only one box.
1 2 3
Single 4 Head of household (with qualifying person). (See page 18.) If the qualifying person is a child but not your dependent, Married filing jointly (even if only one had income) enter this child's name here. Married filing separately. Enter spouse's SSN above and 5 Qualifying widow(er) with dependent child (see page 19) full name here. Boxes 6a Yourself. If someone can claim you as a dependent, do not check checked on box 6a. 6a and 6b b Spouse No. of children on 6c who: (4) if qualifying c Dependents: (3) Dependent's
(1) First name Last name (2) Dependent's social security number relationship to you child for child tax credit (see page 20)
lived with you did not live with you due to divorce or separation (see page 21) Dependents on 6c not entered above Add numbers on lines above
If more than six dependents, see page 20.
d Total number of exemptions claimed.
Attach Form(s) W-2 here. Also attach Form(s) 1099-R if tax was withheld.
If you did not get a W-2, see page 23. Enclose, but do not attach, any payment.
7 8a b 9a b 10 11a
Wages, salaries, tips, etc. Attach Form(s) W-2.
7 8a 9a 10 11b 12b 13 14b 15
Taxable interest. Attach Schedule 1 if required. Tax-exempt interest. Do not include on line 8a. 8b Ordinary dividends. Attach Schedule 1 if required. Qualified dividends (see page 24). 9b Capital gain distributions (see page 24). IRA 11b Taxable amount distributions. (see page 24). 11a 12a Pensions and 12b Taxable amount annuities. (see page 25). 12a 13 Unemployment compensation and Alaska Permanent Fund dividends. 14a Social security 14b Taxable amount benefits. (see page 27). 14a 15 Add lines 7 through 14b (far right column). This is your total income. Educator expenses (see page 29). IRA deduction (see page 29). Student loan interest deduction (see page 31). 16 17 18
Adjusted gross income
16 17 18 19 20 21
Tuition and fees deduction. Attach Form 8917. 19 Add lines 16 through 19. These are your total adjustments. Subtract line 20 from line 15. This is your adjusted gross income.
Cat. No. 11327A
Form 1040A (2008)
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 78.
Form 1040A (2008)
if: Spouse was born before January 2, 1944, Blind checked 23a b If you are married filing separately and your spouse itemizes deductions, see page 32 and check here 23b Standard c Check if standard deduction includes real estate taxes (see page 32) 23c Deduction 24 Enter your standard deduction (see left margin). for-- Subtract line 24 from line 22. If line 24 is more than line 22, enter -0-. People who 25 checked any 26 If line 22 is over $119,975, or you provided housing to a Midwestern box on line displaced individual, see page 32. Otherwise, multiply $3,500 by the total 23a, 23b, or 23c or who number of exemptions claimed on line 6d. can be 27 Subtract line 26 from line 25. If line 26 is more than line 25, enter -0-. claimed as a dependent, This is your taxable income. see page 32. 28 Tax, including any alternative minimum tax (see page 33). All others: 29 Credit for child and dependent care expenses. Single or Attach Schedule 2. 29 Married filing separately, 30 Credit for the elderly or the disabled. Attach $5,450 Schedule 3. 30 Married filing 31 Education credits. Attach Form 8863. 31 jointly or Qualifying 32 Retirement savings contributions credit. Attach Form 8880. 32 widow(er), 33 Child tax credit (see page 37). Attach $10,900 33 Form 8901 if required. Head of household, 34 Add lines 29 through 33. These are your total credits. $8,000 35 Subtract line 34 from line 28. If line 34 is more than line 28, enter -0-. 36 Advance earned income credit payments from Form(s) W-2, box 9. 37 Add lines 35 and 36. This is your total tax. 38 Federal income tax withheld from Forms W-2 and 1099. 38 39 2008 estimated tax payments and amount If you have applied from 2007 return. 39 a qualifying 40a child, attach 40a Earned income credit (EIC). b Nontaxable combat pay election. 40b Schedule EIC. 41 41 Additional child tax credit. Attach Form 8812. 42 Recovery rebate credit (see worksheet on pages 53 and 54). 42 43 Add lines 38, 39, 40a, 41, and 42. These are your total payments. 44 If line 43 is more than line 37, subtract line 37 from line 43. Refund This is the amount you overpaid. Direct 45a Amount of line 44 you want refunded to you. If Form 8888 is attached, check here deposit? b Routing See page 55 c Type: Checking Savings number and fill in
45b, 45c, and 45d or Form 8888.
Tax, credits, and payments
22 Enter the amount from line 21 (adjusted gross income). You were born before January 2, 1944, Blind Total boxes 23a Check
26 27 28
34 35 36 37
43 44 45a
Amount you owe
Amount of line 44 you want applied to your 2009 estimated tax. 46 Amount you owe. Subtract line 43 from line 37. For details on how to pay, see page 56. Estimated tax penalty (see page 57). 48
Do you want to allow another person to discuss this return with the IRS (see page 57)?
Yes. Complete the following. No
Third party designee Sign here
Joint return? See page 17. Keep a copy for your records.
Designee's Phone Personal identification ( ) name no. number (PIN) 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 occupation Daytime phone number Your signature Date ( Spouse's signature. If a joint return, both must sign. Date Spouse's occupation )
Paid preparer's use only
Preparer's signature Firm's name (or yours if self-employed), address, and ZIP code
Check if self-employed EIN Phone no.
Preparer's SSN or PTIN
Form 1040A (2008)