2009  Tax Return sample 1
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2009 Tax Return sample 1

Course: BUAD ACCT 5330, Spring 2010

School: Arizona

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Electronic Filing Instructions for your 2008 Federal Tax Return Important: Your taxes are not finished until all required steps are completed. Peter & Amy Jones 1846 Joplin Way Lakeville, MN 55022 | Balance | Your federal tax return (Form 1040) shows a refund due to you in the Due/ | amount of $11,956.00. Your tax refund should be mailed to you by Refund | check within three to four weeks after your return...

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Filing Electronic Instructions for your 2008 Federal Tax Return Important: Your taxes are not finished until all required steps are completed. Peter & Amy Jones 1846 Joplin Way Lakeville, MN 55022 | Balance | Your federal tax return (Form 1040) shows a refund due to you in the Due/ | amount of $11,956.00. Your tax refund should be mailed to you by Refund | check within three to four weeks after your return is accepted. ______________________________________________________________________________________ | | | Before you call the Internal Revenue Service with questions about | 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 "Wheres my refund?" link. ______________________________________________________________________________________ | | Do Not | Do not mail a paper copy of your tax return. Since you filed Mail | electronically, the Internal Revenue Service already has your return. ______________________________________________________________________________________ | | What You | Your Electronic Filing Instructions (this form) Need to | Printed copy of your federal return Keep | ______________________________________________________________________________________ | | 2008 | Adjusted Gross Income $ 106,700.00 Federal | Taxable Income $ 65,800.00 Tax | Total Tax $ 6,144.00 Return | Total Payments/Credits $ 18,100.00 Summary | Amount to be Refunded $ 11,956.00 | Effective Tax Rate 5.76% ______________________________________________________________________________________ | Wheres My Refund? Page 1 of 1 Form 1040 Department of the Treasury ' Internal Revenue Service U.S. Individual Income Tax Return For the year Jan 1 - Dec 31, 2008, or other tax year beginning Your first name MI Last name 2008 , 2008, ending (99) IRS Use Only ' Do not write or staple in this space. , 20 Label (See instructions.) OMB No. 1545-0074 Your social security number Peter If a joint return, spouses first name MI Jones Last name 215-60-1989 Spouses social security number Use the IRS label. Otherwise, please print or type. Presidential Election Campaign Amy 1846 Joplin Way Jones Apartment no. 301-60-2828 Home address (number and street). If you have a P.O. box, see instructions. City, town or post office. If you have a foreign address, see instructions. State ZIP code J You must enter your social security number(s) above. A Lakeville 1 2 3 6a b Single Married filing jointly (even if only one had income) Married filing separately. Enter spouses SSN above & full name here 4 MN 55022 Checking a box below will not change your tax or refund. You Spouse J Check here if you, or your spouse if filing jointly, want $3 to go to this fund? (see instructions) Filing Status Check only one box. X 5 Head of household (with qualifying person). (See instructions.) If the qualifying person is a child but not your dependent, enter this childs name here Qualifying widow(er) with dependent child (see instructions) Boxes checked on 6a and 6b Exemptions Yourself. If someone can claim you as a dependent, do not check box 6a Spouse (2) Dependents (3) Dependents c Dependents: social security relationship number to you (1) First name Last name X X 2 3 (4) if qualifying child for child tax credit (see instrs) b If more than four dependents, see instructions. Aubrynne Jones Bryson Jones Caden Jones 713-84-5555 Daughter 714-87-2222 Son 714-89-1684 Son X X X No. of children on 6c who: ? lived with you ? did not live with you due to divorce or separation (see instrs) Dependents on 6c not entered above Add numbers on lines above d Total number of exemptions claimed 7 Wages, salaries, tips, etc. Attach Form(s) W-2 7 Income 8 a Taxable interest. Attach Schedule B if required 8a b Tax-exempt interest. Do not include on line 8a 8b 9 a Ordinary dividends. Attach Schedule B if required 9a Attach Form(s) W-2 here. Also b Qualified dividends (see instrs) 9b attach Forms 10 Taxable refunds, credits, or offsets of state and local income taxes (see instructions) 10 W-2G and 1099-R 11 Alimony received 11 if tax was withheld. 12 Business income or (loss). Attach Schedule C or C-EZ 12 If you did not 13 Capital gain or (loss). Att Sch D if reqd. If not reqd, ck here 13 get a W-2, see instructions. 14 Other gains or (losses). Attach Form 4797 14 15 a IRA distributions 15 a b Taxable amount (see instrs) 15 b 16 a Pensions and annuities 16 a b Taxable amount (see instrs) 16 b 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 17 18 Farm income or (loss). Attach Schedule F 18 Enclose, but do not attach, any 19 Unemployment compensation 19 payment. Also, 20 a Social security benefits 20 a b Taxable amount (see instrs) 20 b please use Form 1040-V. 21 Other income 21 22 Add the amounts in the far right column for lines 7 through 21. This is your total income 22 23 Educator expenses (see instructions) 23 Adjusted 24 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 or 2106-EZ 24 Gross Income 25 Health savings account deduction. Attach Form 8889 25 26 Moving expenses. Attach Form 3903 26 27 One-half of self-employment tax. Attach Schedule SE 27 28 Self-employed SEP, SIMPLE, and qualified plans 28 29 Self-employed health insurance deduction (see instructions) 29 30 Penalty on early withdrawal of savings 30 31 a Alimony paid b Recipients SSN 31 a 32 IRA deduction (see instructions) 32 33 Student loan interest deduction (see instructions) 33 34 Tuition and fees deduction. Attach Form 8917 34 35 Domestic production activities deduction. Attach Form 8903 35 36 Add lines 23 - 31a and 32 - 35 36 37 Subtract line 36 from line 22. This is your adjusted gross income 37 BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. FDIA0112 10/13/08 5 102,000. 3,100. 1,600. 0. 106,700. 106,700. Form 1040 (2008) Form 1040 (2008) Peter & Amy Jones 38 Amount from line 37 (adjusted gross income) 39 a Check You were born before January 2, 1944, if: Spouse was born before January 2, 1944, Tax and Credits Standard Deduction for ' ? People who checked any box on line 39a, 39b, or 39c or who can be claimed as a dependent, see instructions. ? All others: Single or Married filing separately, $5,450 Married filing jointly or Qualifying widow(er), $10,900 Head of household, $8,000 215-60-1989 Page 2 38 106,700. Blind. Total boxes Blind. checked 39 a b If your spouse itemizes on a separate return, or you were a dual-status alien, see instrs and ck here 39 b c Check if standard deduction includes real estate taxes or disaster loss (see instructions) 39 c 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) 41 Subtract line 40 from line 38 42 If line 38 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 43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -044 Tax (see instrs). Check if any tax is from: a Form(s) 8814 b Form 4972 45 Alternative minimum tax (see instructions). Attach Form 6251 46 Add lines 44 and 45 47 Foreign tax credit. Attach Form 1116 if required 47 48 Credit for child and dependent care expenses. Attach Form 2441 48 49 Credit for the elderly or the disabled. Attach Schedule R 49 50 Education credits. Attach Form 8863 50 51 Retirement savings contributions credit. Attach Form 8880 51 52 Child tax credit (see instructions). Attach Form 8901 if required 52 3,000. 53 Credits from Form: a 8396 b 8839 c 5695 53 54 Other crs from Form: a 3800 b 8801 c 54 55 Add lines 47 through 54. These are your total credits 56 Subtract line 55 from line 46. If line 55 is more than line 46, enter -057 Self-employment tax. Attach Schedule SE 58 Unreported social security and Medicare tax from Form: a 4137 b 8919 59 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required 60 Additional taxes: a AEIC payments b Household employment taxes. Attach Schedule H 61 Add lines 56-60. This is your total tax 62 Federal income tax withheld from Forms W-2 and 1099 62 16,000. 63 2008 estimated tax payments and amount applied from 2007 return 63 64 a Earned income credit (EIC) 64 a b Nontaxable combat pay election 64 b 65 Excess social security and tier 1 RRTA tax withheld (see instructions) 65 66 Additional child tax credit. Attach Form 8812 66 67 Amount paid with request for extension to file (see instructions) 67 68 Credits from Form: a 2439 b 4136 c 8801 d 8885 68 69 First-time homebuyer credit. Attach Form 5405 69 70 Recovery rebate credit (see worksheet) 70 2,100. 71 Add lines 62 through 70. These are your total payments 72 If line 71 is more than line 61, subtract line 61 from line 71. This is the amount you overpaid 73 a Amount of line 72 you want refunded to you. If Form 8888 is attached, check here G b Routing number XXXXXXXXX G c Type: Checking G d Account number XXXXXXXXXXXXXXXXX 74 Amount of line 72 you want applied to your 2009 estimated tax 74 75 Amount you owe. Subtract line 71 from line 61. For details on how to pay, see instructions 76 Estimated tax penalty (see instructions) 76 Do you want to allow another person to discuss this return with the IRS (see instructions)? 40 41 42 43 44 45 46 23,400. 83,300. 17,500. 65,800. 9,144. 9,144. Other Taxes 55 56 57 58 59 60 61 3,000. 6,144. 6,144. Payments If you have a qualifying child, attach Schedule EIC. Refund Direct deposit? See instructions and fill in 73b, 73c, and 73d or Form 8888. 71 72 73 a Savings 18,100. 11,956. 11,956. Amount You Owe Third Party Designee Sign Here Joint return? See instructions. Keep a copy for your records. 75 Yes. Complete the following. G X No Designees Phone Personal identification name G no. G 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 complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Your signature Date Your occupation Daytime phone number A A Lawyer Spouses signature. If a joint return, both must sign. Date Spouses occupation Genetic research lab Date Preparers SSN or PTIN Check if self-employed Paid Preparers Use Only Preparers signature A A Self-Prepared Firms name (or yours if self-employed), address, and ZIP code EIN Phone no. Form 1040 (2008) FDIA0112 10/13/08 SCHEDULE A (Form 1040) Department of the Treasury Internal Revenue Service Itemized Deductions (99) G Attach to Form 1040. G See Instructions for Schedule A (Form 1040). OMB No. 1545-0074 Attachment Sequence No. Your social security number 2008 07 Name(s) shown on Form 1040 Peter & Amy Jones Medical and Dental Expenses Caution. Do not include expenses reimbursed or paid by others. 1 Medical and dental expenses (see instructions) 2 Enter amount from Form 1040, line 38 2 106,700. 3 Multiply line 2 by 7.5% (.075) 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -05 State and local (check only one box): a X Income taxes, or b General sales taxes 6 Real estate taxes (see instructions) 7 Personal property taxes 8 Other taxes. List type and amount G 9 10 11 Add lines 5 through 8 Home mtg 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 instructions and show that persons name, identifying number, and address G 1 3 215-60-1989 4,900. 8,003. 4 0. Taxes You Paid (See instructions.) 5 6 7 8 7,700. 1,100. 300. 9 9,100. Interest You Paid 10 9,700. Note. Personal interest is not deductible. Gifts to Charity If you made a gift and got a benefit for it, see instructions. Casualty and Theft Losses 12 13 14 15 16 17 Points not reported to you on Form 1098. See instrs for spcl rules Qualified mortgage insurance premiums (see instructions) Investment interest. Attach Form 4952 if required. (See instrs.) Add lines 10 through 14 Gifts by cash or check. If you made any gift of $250 or more, see instrs Other than by cash or check. If any gift of $250 or more, see instructions. You must attach Form 8283 if over $500 Carryover from prior year Add lines 16 through 18 Casualty or theft loss(es). Attach Form 4684. (See instructions.) Unreimbursed employee expenses ' job travel, union dues, job education, etc. Attach Form 2106 or 2106-EZ if required. (See instructions.) G Tax preparation fees Other expenses ' investment, safe deposit box, etc. List type and amount G Add lines 21 through 23 Enter amount from Form 1040, line 38 25 106,700. Multiply line 25 by 2% (.02) Subtract line 26 from line 24. If line 26 is more than line 24, enter -0Other ' from list in the instructions. List type and amount G 11 12 13 14 15 16 9,700. 3,900. 700. 19 20 18 19 20 21 17 18 4,600. (See instructions.) 22 23 21 22 32. Other Miscellaneous Deductions Total Itemized Deductions 24 25 26 27 28 23 24 26 32. 2,134. 27 0. 28 29 Is Form 1040, line 38, over $159,950 (over $79,975 if married filing separately)? X 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 instructions for the amount to enter. If you elect to itemize deductions even though they are less than your standard deduction, check here G FDIA0301 11/10/08 G 29 23,400. 30 BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule A (Form 1040) 2008 Schedule B (Form 1040) 2008 Name(s) shown on Form 1040. OMB No. 1545-0074 Your social security number Page 2 Peter & Amy Jones 215-60-1989 Schedule B ' Interest and Ordinary Dividends Part I Interest (See instructions for Form 1040, line 8a.) 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 the instructions and list this interest first. Also, show that buyers social security number and address Attachment Sequence No. 08 Amount Universal Savings 3,100.00 Note. If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firms name as the payer and enter the total interest shown on that form. 1 2 3 Add the amounts on line 1 2 3 4 3,100.00 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 3,100.00 Amount Part II Ordinary Dividends (See instructions for Form 1040, line 9a.) GM stock 1,600.00 Note. If you received a Form 1099-DIV or substitute statement from a brokerage firm, list the firms 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 1,600.00 Yes No Part III Foreign Accounts and Trusts (See instructions.) 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. 7 a 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 instructions for exceptions and filing requirements for Form TD F 90-22.1 b If Yes, enter the name of the foreign country 8 X 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 instructions X BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. FDIA0401 09/25/08 Schedule B (Form 1040) 2008 SCHEDULE D (Form 1040) Department of the Treasury Internal Revenue Service Name(s) shown on return (99) OMB No. 1545-0074 Capital Gains and Losses GAttach to Form 1040 or Form 1040NR. GSee Instructions for Schedule D (Form 1040). G Use Schedule D-1 to list additional transactions for lines 1 and 8. Attachment Sequence No. 2008 12 Your social security number Peter & Amy Jones Part I Short-Term Capital Gains and Losses ' Assets Held One Year or Less (a) Description of property (Example: 100 shares XYZ Co) 1 (b) Date acquired (Mo, day, yr) 215-60-1989 (c) Date sold (Mo, day, yr) (d) Sales price (see instructions) (e) Cost or other basis (see instructions) (f) Gain or (loss) Subtract (e) from (d) 2 3 4 5 6 Enter your short-term totals, if any, from Schedule D-1, line 2 2 Total short-term sales price amounts. Add lines 1 and 2 in column (d) 3 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824 Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 4 5 6 7 Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover Worksheet in the instructions 7 Net short-term capital gain or (loss). Combine lines 1 through 6 in column (f) Part II Long-Term Capital Gains and Losses ' Assets Held More Than One Year (a) Description of property (Example: 100 shares XYZ Co) (b) Date acquired (Mo, day, yr) (c) Date sold (Mo, day, yr) (d) Sales price (see instructions) (e) Cost or other basis (see instructions) (f) Gain or (loss) Subtract (e) from (d) 8 donate beta traders Inc stock 11/07/02 10/17/07 700.00 700.00 0.00 9 10 11 12 13 14 Enter your long-term totals, if any, from Schedule D-1, line 9 Total long-term sales price amounts. Add lines 8 and 9 in column (d) 9 10 700. 11 12 13 14 15 0. Schedule D (Form 1040) 2008 Gain from Form 4797, Part I; long-term gain from Forms 2439 and 6252; and long-term gain or (loss) from Forms 4684, 6781, and 8824 Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 Capital gain distributions. See instrs Long-term capital loss carryover. Enter the amount, if any, from line 15 of your Capital Loss Carryover Worksheet in the instructions 15 Net long-term capital gain or (loss). Combine lines 8 through 14 in column (f). Then go to Part III on page 2 BAA For Paperwork Reduction Act Notice, see Form 1040 or Form 1040NR instructions. FDIA0612 11/08/08 Schedule D (Form 1040) 2008 Peter & Amy Jones 215-60-1989 Page 2 Part III 16 Summary 16 Combine lines 7 and 15 and enter the result If line 16 is: ? ? ? A gain, enter the amount from line 16 on Form 1040, line 13, or Form 1040NR, line 14. Then go to line 17 below. A loss, skip lines 17 through 20 below. Then go to line 21. Also be sure to complete line 22. Zero, skip lines 17 through 21 below and enter -0- on Form 1040, line 13, or Form 1040NR, line 14. Then to go line 22. 0. 17 Are lines 15 and 16 both gains? Yes. Go to line 18. No. Skip lines 18 through 21, and go to line 22. 18 Enter the amount, if any, from line 7 of the 28% Rate Gain Worksheet in the instructions 18 19 Enter the amount, if any, from line 18 of the Unrecaptured Section 1250 Gain Worksheet in the instructions Are lines 18 and 19 both zero or blank? Yes. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete the Qualified Dividends and Capital Gain Tax Worksheet in the Instructions for Form 1040 (or in the Instructions for Form 1040NR). Do not complete lines 21 and 22 below. No. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete the Schedule D Tax Worksheet in the instructions. Do not complete lines 21 and 22 below. 19 20 21 If line 16 is a loss, enter here and on Form 1040, line 13, or Form 1040NR, line 14, the smaller of: ? ? The loss on line 16 or ($3,000), or if married filing separately, ($1,500) 21 0. Note. When figuring which amount is smaller, treat both amounts as positive numbers. 22 Do you have qualified dividends on Form 1040, line 9b, or Form 1040NR, line 10b? Yes. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete the Qualified Dividends and Capital Gain Tax Worksheet in the Instructions for Form 1040 (or in the Instructions for Form 1040NR). No. Complete the rest of Form 1040 or Form 1040NR. Schedule D (Form 1040) 2008 X FDIA0612 11/08/08 Form 8283 Noncash Charitable Contributions G Attach to your tax return if you claimed a total deduction of over $500 for all contributed property. G See separate instructions. OMB No. 1545-0908 (Rev December 2006) Department of the Treasury Internal Revenue Service Name(s) shown on your income tax return Attachment Sequence No. Identifying number 155 Peter & Amy Jones Note: Figure the amount of your contribution deduction before completing this form. See your tax return instructions. 215-60-1989 Section A. Donated Property of $5,000 or Less and Certain Publicly Traded Securities ' Part I 1 List in this section only items (or groups of similar items) for which you claimed a deduction of $5,000 or less. Also, list certain publicly traded securities even if the deduction is more than $5,000 (see instructions). (a) Name and address of the donee organization If you need more space, attach a statement. (b) Description of donated property (For a donated vehicle, enter the year, make, model, condition, and mileage, and attach Form 1098-C if required.) Information on Donated Property ' Lake ville community college A Stock, Symbol is HTM MN lakeville B C D E Note: If the amount you claimed as a deduction for an item is $500 or less, you do not have to complete columns (d), (e), and (f). (c) Date of the (d) Date (e) How acquired (f) Donors cost or (g) Fair market (h) Method used to determine the fair contribution acquired by donor (mo., yr) by donor adjusted basis value (see instructions) market value A B C D E 09/17/2008 11/2002 Purchase 300. 700. Comparative sales Part II Partial Interests and Restricted Use Property ' Complete lines 2a through 2e if you gave less than an entire interest in a property listed in Part I. Complete lines 3a through 3c if conditions were placed on a contribution listed in Part I; also attach the required statement (see instructions). . . . 2 a Enter the letter from Part I that identifies the property for which you gave less than an entire interest If Part II applies to more than one property, attach a separate statement. b Total amount claimed as a deduction for the property listed in Part I: (1) For this tax year (2) For any prior tax years c Name and address of each organization to which any such contribution was made in a prior year (complete only if different from the donee organization above): Name of charitable organization (donee) Address (number, street, and room or suite no.) City or town State ZIP code d For tangible property, enter the place where the property is located or kept G e Name of any person, other than donee organization, having actual possession of the property G Yes No 3 a Is there a restriction, either temporary or permanent, on the donees right to use or dispose of the donated property? b Did you give to anyone (other than the donee organization or another organization participating with the donee organization in cooperative fundraising) the right to the income from the donated property or to the possession of the property, including the right to vote donated securities, to acquire the property by purchase or otherwise, or to designate the person having such income, possession, or right to acquire? c Is there a restriction limiting the donated property for a particular use? BAA For Paperwork Reduction Act Notice, see separate instructions. FDIZ1812 01/05/07 Form 8283 (Rev 12-2006+) Charitable Organization Worksheet G Keep for your records Name(s) Shown on Return 2008 Social Security Number Peter & Amy Jones Charity Name Address City 215-60-1989 Church lakeville State MN ZIP code Combined Amounts Worksheet Note: Amounts entered in worksheets below will be summarized in this worksheet. Ref. No. Date Donation Description Donation Type Donation Amount 1 01/14/2008 Money 3,900.00 Total: 3,900.00 Prior Year Total: ItsDeductible Item Donations Worksheet Note: Amounts in this worksheet can only be entered using the interview process. Ref. No. Donat. Date VM* Item Description High Value Qty. Med. Value Qty. Total Value * VM, Valuation Method. 1 indicates it has been valued by ItsDeductible, 0 indicates you have created a custom valuation item. Charitable Organization Worksheet page 2 2008 215-60-1989 Peter & Amy Jones Other Item Donations Worksheet Note: Double-click on to enter additional information if needed. Ref. No. Donated Date Acquired Date Donation Description Donation Type How Acquired Donation Cost How Valued Donation Value Donation Allowed Detail of Money Donations Worksheet Ref. No. Donat. Date Don. Each Don. Amt Per Yr Once or Recurring 2008 Amount 1 01/14/2008 3,900.00 1 X Once Once Once Once Once Recur Recur Recur Recur Recur 3,900.00 Detail of Mileage and Transportation Costs Worksheet Ref. No. Donation Date Description of Trip Miles Per Trip Trips Per Yr Once or Recurring Miles Driven Other Costs Description of Other Costs Value of Miles Total Donation Value Once Recur Once Recur Once Recur Charitable Organization Worksheet page 3 2008 215-60-1989 Peter & Amy Jones Detail of Stock Donations Worksheet Ref. No. Date of Donation Stock Symbol Value on Donation Date Date Acquired Stock Original Cost Donation Value Charitable Organization Questions 1 2 Was the entire interest given for all property donated to this charity? Were restrictions attached to the charitys right to use or dispose of any property donated to this charity? Did you give to anyone other than this charity the right to income from any of the donated property or to possession of any of the donated property? What Type of charitable organization was it? Check one: X (a) 50% charity X Yes No Yes X No 3 Yes X No 4 (b) Other than 50% charity Charitable Organization Worksheet G Keep for your records Name(s) Shown on Return 2008 Social Security Number Peter & Amy Jones Charity Name Address City 215-60-1989 Lake ville community college lakeville State MN ZIP code Combined Amounts Worksheet Note: Amounts entered in worksheets below will be summarized in this worksheet. Ref. No. Date Donation Description Donation Type Donation Amount 1 09/17/2007 HTM Stock 700.00 Total: 700.00 Prior Year Total: ItsDeductible Item Donations Worksheet Note: Amounts in this worksheet can only be entered using the interview process. Ref. No. Donat. Date VM* Item Description High Value Qty. Med. Value Qty. Total Value * VM, Valuation Method. 1 indicates it has been valued by ItsDeductible, 0 indicates you have created a custom valuation item. Charitable Organization Worksheet page 2 2008 215-60-1989 Peter & Amy Jones Other Item Donations Worksheet Note: Double-click on to enter additional information if needed. Ref. No. Donated Date Acquired Date Donation Description Donation Type How Acquired Donation Cost How Valued Donation Value Donation Allowed Detail of Money Donations Worksheet Ref. No. Donat. Date Don. Each Don. Amt Per Yr Once or Recurring Once Once Once Once Once Recur Recur Recur Recur Recur 2008 Amount Detail of Mileage and Transportation Costs Worksheet Ref. No. Donation Date Description of Trip Miles Per Trip Trips Per Yr Once or Recurring Miles Driven Other Costs Description of Other Costs Value of Miles Total Donation Value Once Recur Once Recur Once Recur Charitable Organization Worksheet page 3 2008 215-60-1989 Peter & Amy Jones Detail of Stock Donations Worksheet Ref. No. Date of Donation Stock Symbol Value on Donation Date Date Acquired Stock Original Cost Donation Value 1 09/17/2007 HTM 700.00 11/07/2002 300.00 700.00 Charitable Organization Questions 1 2 Was the entire interest given for all property donated to this charity? Were restrictions attached to the charitys right to use or dispose of any property donated to this charity? Did you give to anyone other than this charity the right to income from any of the donated property or to possession of any of the donated property? What Type of charitable organization was it? Check one: X (a) 50% charity X Yes No Yes X No 3 Yes X No 4 (b) Other than 50% charity Federal Information Worksheet G Keep for your records 2008 0. Economic stimulus payment received (before offset) Check if taxpayer or spouse was a member of the U.S. Armed Forces during 2008 is completely calculated from the Personal Information Worksheets. Part I ' Personal Information Information in Part Ispouse information on the applicable Personal Worksheet. Enter taxpayer and Taxpayer: Spouse: First Name Peter First Name Amy Middle Initial Suffix Middle Initial Suffix Last Name Jones Last Name Jones Social Security No. 215-60-1989 Social Security No. 301-60-2828 Occupation Lawyer Occupation Genetic research lab Date of Birth 08/15/1977 (mm/dd/yyyy) Date of Birth 06/27/1981 (mm/dd/yyyy) or Age as of 1/1/2009 31 or Age as of 1/1/2009 27 Daytime Phone (320) 540-1878 Ext Daytime Phone (320) 448-7657 Ext Legally blind Legally blind Date of death Date of death Dependent of Someone Else: Can taxpayer be claimed as dependent of another person (such as parent)? If yes, was taxpayer claimed as dependent on that persons return? Credit for the Elderly or Disabled (Schedule R): Is the taxpayer retired on total and permanent disability? Presidential Election Campaign Fund: Does the taxpayer want $3 to go to the Presidential Election Campaign Fund? Dependent of Someone Else: Can spouse be claimed as dependent of another person (such as parent)? If yes, was taxpayer claimed as dependent on that persons return? Credit for the Elderly or Disabled (Schedule R): Is the spouse retired on total and permanent disability? Presidential Election Campaign Fund: Does the spouse want $3 to go to the Presidential Election Campaign Fund? Apt No. State Yes Yes X No No Yes Yes X No No Yes X No Yes X No Yes No Yes No Part II ' Address and Federal Filing Status Address 1846 Joplin Way City Lakeville Foreign country APO/FPO address, check if appropriate Home phone Check to print phone number on Form 1040 Check if you were affected by a natural disaster in 2008 MN ZIP Code 55022 APO FPO Spouse daytime Home Taxpayer daytime Federal filing status: 1 Single 2 X Married filing jointly 3 Married filing separately Check this box if you did not live with your spouse at any time during the year Check this box if you are eligible to claim your spouses exemption (see Help) 4 Head of household If the qualifying person is your child but not your dependent: Childs name Childs social security number 5 Qualifying widow(er) Check the appropriate box for the year your spouse died 2006 2007 Part III ' Dependent/Earned Income Credit/Child and Dependent Care Credit Information Information in Part III is completely calculated from the Dependent and Nondependent Information Worksheets. Enter Part III information on the Dependent Information Worksheet. Date of Birth Qualified E Lived Education First Name MI Social Security Number C Not child/dependent care I with tuition Age o qualified expenses incurred C taxpayer and fees d for child Last Name Suffix Relationship and paid in 2008 in U.S. e tax credit * D e p Aubrynne Jones Bryson Jones Caden Jones 713-84-5555 Daughter 714-87-2222 Son 714-89-1684 Son 03/16/2004 4L 05/09/2006 2L 06/14/2008 0L 12 12 12 Yes Yes Yes * Yes qualifies as dependent. No does not qualify as dependent. If you are eligible for the child tax credit or the earned income credit enter amounts not considered earned income (see Help). FDIY4912 11/05/08 Peter & Amy Jones Part IV ' Earned Income Credit Information (you must answer these questions to calculate EIC) 215-60-1989 Page 2 Is the taxpayer or spouse a qualifying child for EIC for another person? Yes Was the taxpayers (and spouses if married filing jointly) home in the United States for more than half of 2008? Yes If the SSN of either the taxpayer, or spouse if married filing jointly, was obtained to get a federally funded benefit, such as Medicaid, and the Social Security card contains the legend Not Valid for Employment, check this box (see Help) Check if you are filing head of household and your spouse is a nonresident alien and you lived with your spouse during the last six months of 2008 Was EIC disallowed or reduced in a previous year and are you required to file Form 8862 this year? Yes Check if you were notified by the IRS that EIC cannot be claimed in 2008 No No No Part V ' Direct Deposit or Direct Debit Information (not applicable for Form 9465) Do you want to elect direct deposit of any federal tax refund? Do you want to elect direct debit of federal balance due (Electronic Filing only)? If you selected either of the options above, fill out the information below: Name of financial institution (optional) Check the appropriate box Routing number Yes Yes X X No No Checking X Savings Account number To enter information for the Installment Agreement Request, see Form 9465. Enter the following information only if you are requesting direct debit of balance due: Enter the payment date to withdraw from the account above Balance-due amount from this return Part VI ' Additional Information for Your Federal Return Standard Deduction/Itemized Deductions: Check this box if you are itemizing for state tax or other purposes even though your itemized deductions are less than your standard deduction Check this box if you are married filing separately and your spouse itemized deductions Check this box to take the standard deduction even if less than itemized deductions Main Form Selection: Check this box to calculate Form 1040 even if you qualify to use Form 1040A or 1040EZ Real Estate Professionals: Do you or your spouse qualify for the special passive activity rules for taxpayers in real property business? (see Help) Credit for Qualified Retirement Savings Contributions (Form 8880): Is the taxpayer a full-time student? Is the spouse a full-time student? Foreign Tax Credit (Form 1116): Check this box to file Form 1116 even if youre not required to file Form 1116 Resident country Excludable Income from American Samoa, Guam, Commonwealth of the Northern Mariana Islands, or Puerto Rico: Excludable income of bona fide residents of American Samoa, Guam, or the Commonwealth of the Northern Mariana Islands Excludable income from Puerto Rico Dual Status Alien Return: Check this box if you are a dual-status alien Third Party Designee: Caution: Review transferred information for accuracy. Do you want to allow another person to discuss this return with the IRS? If Yes, complete the following: Third party designee name Third party designee phone number If you are entitled to a filing extension or other disaster relief provision as declared by the IRS, enter the appropriate information Yes No Yes Yes No No USA Yes No Personal identification number FDIY4912 11/05/08 Peter & Amy Jones Part VII ' State Filing Information 215-60-1989 Page 3 Enter taxpayer and spouse state of residence on the applicable Personal Information Worksheet. Taxpayer: Enter the taxpayers state of residence as of December 31, 2008 Check the appropriate box: Taxpayer is a resident of the state above for the entire year Taxpayer is a resident of the state above for only part of year Date the taxpayer established residence in state above In which state (or foreign country) did the taxpayer reside before this change? Spouse: Enter the spouses state of residence as of December 31, 2008 Check the appropriate box: Spouse is a resident of the state above for the entire year Spouse is a resident of the state above for only part of year Date the spouse established residence in state above In which state (or foreign country) did the spouse reside before this change? Check this box if you live in the District of Columbia, Maine, Maryland, Massachusetts, New Hampshire or Vermont and file your return after June 30, 2009 Nonresident states: Nonresident State(s) Taxpayer/Spouse/Joint MN X MN X Check this box if you are in a Registered Domestic Partnership, a civil union, or same-sex marriage If you checked the box on the line above, also check the appropriate box below: Check if this is your individual federal return you are filing with the IRS Check if this is the joint return created to file joint state tax return (see Help) FDIY4912 11/05/08 Personal Information Worksheet For the Taxpayer G Keep for your records QuickZoom to another copy of Personal Information Worksheet QuickZoom to Federal Information Worksheet 2008 Part I ' Taxpayers Personal Information First name Peter 215-60-1989 Social security no. Date of birth Last name Jones Suffix Member of U.S. Armed Forces in 2008? age as of 1-1-2009 Middle initial Yes X No 08/15/1977 (mm/dd/yyyy) 31 (320) 540-1878 Ext Occupation Lawyer Daytime phone Marital status Married If widowed, check the appropriate box for the year your spouse died: After 2008 2008 2007 2006 Can someone (such as your parent) claim you as a dependent? If so, are you actually claimed as a dependent on that persons tax return? Are you retired on total and permanent disability? (for Schedule R, see Help). Check if this person is legally blind If deceased, enter the date of death Do you want $3 to go to Presidential Election Campaign Fund? Before 2006 Yes X Yes Yes X (mm/dd/yyyy) Yes No No No No Part II ' Taxpayers State Residency Information Enter this persons state of residence as of December 31, 2008 Check the appropriate box: This person is a resident of the state above for the entire year This person is a resident of the state above for only part of year Date this person established residence in state above In which state (or foreign country) did this person reside before this change? MN X Part III ' Dependent Care Expenses Qualified dependent care expenses incurred and paid for this person in 2008 Peter Jones Part IV ' Qualified Education 1 2 3 4 5 6 7 8 9 10 11 12 Are you enrolled in a degree, certificate, or credential program at a qualified institution? Did you take post high-school classes at an eligible education institution to improve or acquire job skills? Are you enrolled in the first or second year of education after high school? Did you carry at least 1/2 full-time class schedule for one academic period? Have you been convicted of possessing or distributing a controlled substance? Did you attend an eligible institution in the Midwestern disaster area? Check this box if you received a Form 1098-T Check if you paid education expenses but didnt receive a Form 1098-T Check if you received tax-free education assistance Qualified for the Hope credit? Qualified for the lifetime learning credit? Qualified for the tuition and fees deduction? 215-60-1989 Page 2 Yes Yes Yes Yes Yes Yes No No No No No No Yes Yes Yes No No No Check one of the three boxes below to manually choose a credit or deduction: 13 Choose to take the Hope credit? 14 Choose to take the lifetime learning credit? 15 Choose to take the tuition and fees deduction? QuickZoom to launch the Optimizer on the Education Tuition and Fees Worksheet 16 a b c d e f g h 17 a b c d e f g h 18 Education Expenses: Tuition amounts reported on Form(s) 1098-T Enter other qualifying tuition paid that was not reported on a Form 1098-T Enter amount of enrollment and attendance fees Enter amount paid directly to the institution(s) for books Enter amount paid directly to the institution(s) for equipment Enter amount paid directly to the institution(s) for supplies Enter other expenses paid directly to the institution(s) Total Education Expenses Add lines 16a through 16g Tax-Free Education Assistance: Scholarships or grants reported on Form(s) 1098-T Enter Scholarship amounts excluded from gross income Enter Fellowship amounts received Enter Pell Grant amounts received Enter Veterans educational assistance Enter employer-provided educational assistance Enter other tax-free assistance Total Tax-Free Education Assistance Add lines 17b through 17g Qualified Education Expenses. Subtract line 17h from line 16h. Calculates only if qualifying person for education Form(s) 1098-T Copy No. School Name Qualified Tuition Scholarships or Grants 19 Personal Information Worksheet For the Spouse G Keep for your records QuickZoom to another copy of Personal Information Worksheet QuickZoom to Federal Information Worksheet 2008 Part I ' Spouses Personal Information First name Amy 301-60-2828 Social security no. Date of birth Last name Jones Suffix Member of U.S. Armed Forces in 2008? age as of 1-1-2009 Middle initial Yes X No 06/27/1981 (mm/dd/yyyy) 27 (320) 448-7657 Ext Occupation Genetic research lab Daytime phone Marital status Married If widowed, check the appropriate box for the year your spouse died: After 2008 2008 2007 2006 Can someone (such as your parent) claim you as a dependent? If so, are you actually claimed as a dependent on that persons tax return? Are you retired on total and permanent disability? (for Schedule R, see Help). Check if this person is legally blind If deceased, enter the date of death Do you want $3 to go to Presidential Election Campaign Fund? Before 2006 Yes X Yes Yes X (mm/dd/yyyy) Yes No No No No Part II ' Spouses State Residency Information Enter this persons state of residence as of December 31, 2008 Check the appropriate box: This person is a resident of the state above for the entire year This person is a resident of the state above for only part of year Date this person established residence in state above In which state (or foreign country) did this person reside before this change? MN X Part III ' Dependent Care Expenses Qualified dependent care expenses incurred and paid for this person in 2008 Amy Jones Part IV ' Qualified Education 1 2 3 4 5 6 7 8 9 10 11 12 Are you enrolled in a degree, certificate, or credential program at a qualified institution? Did you take post high-school classes at an eligible education institution to improve or acquire job skills? Are you enrolled in the first or second year of education after high school? Did you carry at least 1/2 full-time class schedule for one academic period? Have you been convicted of possessing or distributing a controlled substance? Did you attend an eligible institution in the Midwestern disaster area? Check this box if you received a Form 1098-T Check if you paid education expenses but didnt receive a Form 1098-T Check if you received tax-free education assistance Qualified for the Hope credit? Qualified for the lifetime learning credit? Qualified for the tuition and fees deduction? 301-60-2828 Page 2 Yes Yes Yes Yes Yes Yes No No No No No No Yes Yes Yes No No No Check one of the three boxes below to manually choose a credit or deduction: 13 Choose to take the Hope credit? 14 Choose to take the lifetime learning credit? 15 Choose to take the tuition and fees deduction? QuickZoom to launch the Optimizer on the Education Tuition and Fees Worksheet 16 a b c d e f g h 17 a b c d e f g h 18 Education Expenses: Tuition amounts reported on Form(s) 1098-T Enter other qualifying tuition paid that was not reported on a Form 1098-T Enter amount of enrollment and attendance fees Enter amount paid directly to the institution(s) for books Enter amount paid directly to the institution(s) for equipment Enter amount paid directly to the institution(s) for supplies Enter other expenses paid directly to the institution(s) Total Education Expenses Add lines 16a through 16g Tax-Free Education Assistance: Scholarships or grants reported on Form(s) 1098-T Enter Scholarship amounts excluded from gross income Enter Fellowship amounts received Enter Pell Grant amounts received Enter Veterans educational assistance Enter employer-provided educational assistance Enter other tax-free assistance Total Tax-Free Education Assistance Add lines 17b through 17g Qualified Education Expenses. Subtract line 17h from line 16h. Calculates only if qualifying person for education Form(s) 1098-T Copy No. School Name Qualified Tuition Scholarships or Grants 19 Dependent and Nondependent Information Worksheet G Keep for your records QuickZoom to another copy of Dependent and Nondependent Information Worksheet QuickZoom to Federal Information Worksheet 2008 Part I ' Personal Information First name Aubrynne 713-84-5555 Middle initial Last name Suffix Jones Social security no. Date of birth 03/16/2004 (mm/dd/yyyy) age as of 12-31-2008 4 Daughter Relationship to taxpayer or spouse CAUTION: If claiming a child other than your own, see Relationship in the Tax Help. Dependency code Dependent is disabled L Part II ' Earned Income Credit and Child Tax Credit Is this person a U.S. citizen, U.S. national, or a U.S. resident? Is this person a resident of Canada or Mexico? Qualifying for the earned income credit Months lived with taxpayer in the United States Check if this person is not a qualifying child for the child tax credit X Yes Yes No X No 12 Part III ' Dependent Care Expenses Qualified child or dependent care expenses incurred and paid in 2008 Dependent and Nondependent Information Worksheet G Keep for your records QuickZoom to another copy of Dependent and Nondependent Information Worksheet QuickZoom to Federal Information Worksheet 2008 Part I ' Personal Information First name Bryson 714-87-2222 Middle initial Last name Suffix Jones Social security no. Date of birth 05/09/2006 (mm/dd/yyyy) age as of 12-31-2008 2 Son Relationship to taxpayer or spouse CAUTION: If claiming a child other than your own, see Relationship in the Tax Help. Dependency code Dependent is disabled L Part II ' Earned Credit Income and Child Tax Credit Is this person a U.S. citizen, U.S. national, or a U.S. resident? Is this person a resident of Canada or Mexico? Qualifying for the earned income credit Months lived with taxpayer in the United States Check if this person is not a qualifying child for the child tax credit X Yes Yes No X No 12 Part III ' Dependent Care Expenses Qualified child or dependent care expenses incurred and paid in 2008 Dependent and Nondependent Information Worksheet G Keep for your records QuickZoom to another copy of Dependent and Nondependent Information Worksheet QuickZoom to Federal Information Worksheet 2008 Part I ' Personal Information First name Caden 714-89-1684 Middle initial Last name Suffix Jones Social security no. Date of birth 06/14/2008 (mm/dd/yyyy) age as of 12-31-2008 0 Son Relationship to taxpayer or spouse CAUTION: If claiming a child other than your own, see Relationship in the Tax Help. Dependency code Dependent is disabled L Part II ' Earned Income Credit and Child Tax Credit Is this person a U.S. citizen, U.S. national, or a U.S. resident? Is this person a resident of Canada or Mexico? Qualifying for the earned income credit Months lived with taxpayer in the United States Check if this person is not a qualifying child for the child tax credit X Yes Yes No X No 12 Part III ' Dependent Care Expenses Qualified child or dependent care expenses incurred and paid in 2008 Recovery Rebate Credit Worksheet G Keep for your records Name(s) Shown on Return 2008 Social Security Number Peter & Amy Jones 215-60-1989 Before you begin: ? See the printed instructions for Form 1040, line 70 to find out if you can take this credit. ? If you received Notice 1378, have it available. The notice shows the amount of your economic stimulus payment, which you will need to fill in line 28 below. If you do not have Notice 1378, you can find the amount of your economic stimulus payment on www.irs.gov. 1 Can you, or your spouse if filing a joint return, be claimed as a dependent on another persons return? X No. Go to line 2. Yes. You cannot take the credit. Stop here. Does your tax return include a valid social security number for you and, if filing a joint return, your spouse? X Yes. Skip lines 3 and 4 and go to line 5. No. Go to line 3. Are you filing a joint return for 2008? Yes. Go to line 4. No. You cannot take the credit. Stop here. Were either you or your spouse a member of the U.S. Armed Forces at any time during 2008? Yes. Go to line 5. No. You cannot take the credit. Stop here. Enter the amount from Form 1040, line 56 6,144. Enter the amount from Form 1040, line 52 3,000. Add lines 5 and 6 9,144. Enter $600 ($1,200 if married filing jointly) 1,200. Enter the smaller of line 7 or line 8 1,200. Is the amount on line 9 at least $300 ($600 if married filing jointly)? X Yes. If you have at least one qualifying child for whom you entered a valid social security number* on Form 1040, line 6c, column (2), and checked the box in column (4), or have at least one qualifying child with a valid social security number* for whom you completed Form 8901, go to line 11. Otherwise, skip lines 11 through 21 and enter the amount from line 9 on line 22. No. If line 7 is more than zero, go to line 11. Otherwise, skip line 11 and go to line 12. Is your gross income** more than the amount shown below for your filing status? a Program calculated gross income 106,700. b Adjustment to gross income c Gross income 106,700. ? Single or married filing separately -- $8,950 ? Married filing jointly -- $17,900 ? Head of household -- $11,500 ? Qualifying widow(er) -- $14,400 No. Go to line 12. X Yes. Skip lines 12 through 18 and go to line 19. Enter the amount from Form 1040, line 20a Enter the amount of any nontaxable veterans disability or death benefits you received in 2008. Are you filing Form 8812? Yes. Skip line 15. Enter on line 16 the amount from Form 8812, line 4a. No. Go to line 15. Are you filing Form 2555 or 2555-EZ to exclude foreign earned income, or using one of the optional methods to figure your net earnings from self-employment on Schedule SE, or are you a church employee or member of the clergy? Yes. Fill out the Earned Income Worksheet in Pub. 972 and enter on line 16 the amount from line 8 of that worksheet. No. Go to line 16. 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Peter & Amy Jones 16 Earned income. If you did not already enter an amount on this line as instructed on lines 14 or 15, complete Worksheet B on page 51 in the printed instructions and enter the amount from Worksheet B, line 4b. (If you (or your spouse, if filing jointly) had nontaxable combat pay, did not file Form 8812, and did not enter an amount on Form 1040, line 64b, add your (and your spouses) nontaxable combat pay to the amount on this line.) a Program calculated earned income b Adjustment to earned income c Earned income 17 Qualifying income. Add lines 12, 13 and 16. 18 Is line 17 at least $3,000? No. Skip lines 19 through 21 and enter the amount from line 9 on line 22. Yes. Go to line 19. 19 Enter $300 ($600 if married filing jointly) 20 Enter the larger of line 9 or line 19 21 Multiply $300 by the number of qualifying children for whom you entered a valid social security number* on: ? Form 1040, line 6c, column (2), and checked the box in column (4), or ? Form 8901, column (b) 22 Add lines 20 and 21 23 Enter the amount from Form 1040, line 38 24 Enter $75,000 ($150,000 if married filing jointly) 25 Is the amount on line 23 more than the amount on line 24? X No. Skip line 26. Enter the amount from line 22 on line 27 below. Yes. Subtract line 24 from line 23 26 Multiply line 25 by 5% (.05) 27 Subtract line 26 from line 22. If zero or less, enter 0 (zero) 28 Enter the amount, if any, of the economic stimulus payment you received (before offset) as shown on Notice 1378 or www.irs.gov. If you received more than one payment, enter the total of all payments you received as shown on all Notices 1378 or on www.irs.gov. If filing a joint return, include your spouses payment as shown on your spouses Notice 1378 or on www.irs.gov. If you filed a joint return for 2007 and received an economic stimulus payment, you and your spouse are each treated as having received half of the payment 29 Recovery rebate credit. Subtract line 28 from line 27. If zero or less, enter -0- (zero). Enter the result here and, if more than zero, on Form 1040, line 70. If you entered an amount on line 13 above, enter "VA" on the dotted line to the left of Form 1040, line 70. If you (or your spouse, if filing jointly) had nontaxable combat pay, did not file Form 8812, and did not enter an amount on Form 1040, line 64b, enter "NCP" to the left of Form 1040, line 70. If line 28 is more than line 27, you do not have to pay back the difference. 215-60-1989 Page 2 600. 1,200. 900. 2,100. 106,700. 150,000. 2,100. 0. 2,100. * A valid social security number is not required for a qualifying child if you filed a joint return AND either you or your spouse was a member of the U.S. Armed Forces at any time during 2008. ** Your gross income includes the total of the following amounts: Form 1040, lines 7, 8a, 9a, 10, 11, 13 (if you were not required to file Schedule D), 15b, 16b, 19, 20b, and 21 (excluding any negative amounts); Schedule C, line 7; Schedule C-EZ, line 1; Schedule E, lines 3 and 4; Schedule F, line 11; Form 4835, line 7; Schedule K-1 (Form 1065), box 14, codes B and C; Schedule K-1 (Form 1065-B), box 9, code K-2; Schedule K-1 (Form 1120S), box 14, code B. But do not include on this line any amount for which you claimed the foreign earned income exclusion or the housing exclusion on Form 2555 or 2555-EZ. Your gross income also includes the total of all gains from Schedule D, lines 1, 8, and 13; Schedule D-1, lines 1 and 8; Form 4684, line 14, and column (c) of lines 35 and 40; Form 4797, lines 2, 10, and 30; Form 6252, lines 24 and 35; Form 6781, lines 1 and 12; Form 8824, lines 14, 23, 35, and 36; and Form 2439, line 1a. But subtract from this total any section 1202 exclusion, any section 1045 or section 1397B rollover, any exclusion of gain from DC Zone assets or qualified community assets, and any section 121 exclusion shown on Schedule D or Form 4797. Form 1040 Forms W-2 & W-2G Summary G Keep for your records 2008 Social Security Number Name(s) Shown on Return Peter & Amy Jones Form W-2 Summary Box No. Description Taxpayer 215-60-1989 Spouse Total 1 Total wages, tips and compensation: Non-statutory & statutory wages not on Sch C Statutory wages reported on Schedule C Foreign wages included in total wages Unreported tips 2 Total federal tax withheld 3 & 7 Total social security wages/tips 4 Total social security tax withheld 5 Total Medicare wages and tips 6 Total Medicare tax withheld 8 Total allocated tips 9 Total advance earned income credit 10 Total dependent care benefits 11 Total distributions from nonqualified plans 12 a Total from Box 12 b Elective deferrals to qualified plans c Roth contributions to 401(k) & 403(b) plans d Deferrals to government 457 plans e Deferrals to non-government 457 plans f Deferrals 409A nonqual deferred comp plan g Income 409A nonqual deferred comp plan h Uncollected Medicare tax i Uncollected social security and RRTA tier 1 j Uncollected RRTA tier 2 k Income from nonstatutory stock options l Non-taxable combat pay m Total other items from box 12 14 a Total deductible mandatory state tax b Total deductible charitable contributions c This line does not apply to TurboTax d Total RR Tier 1 wages e Total RR Tier 1 tax f Total RR Tier 2 tax g Total RRTA tips h Total other items from box 14 16 Total state wages and tips 17 Total state tax withheld 19 Total local tax withheld 102,000. 102,000. 16,000. 16,000. 7,200. 7,200. Form W-2 Wage and Tax Statement G Keep for your records 2008 Social Security Number Name Peter Jones Spouses W-2 Do not transfer this W-2 to next year a Employees social security No 215-60-1989 b Employers ID number c Employers name, address, and ZIP code 215-60-1989 Military: Complete Part VI on Page 2 below 1 Wages, tips, other compensation 2 Federal income tax withheld 102,000.00 3 Social security wages 5 Medicare wages and tips 16,000.00 4 Social security tax withheld 6 Medicare tax withheld 8 Allocated tips 10 Dependent care benefits Distributions from sect. 457 and nonqualified plans (Important, see Help) Native American Law Firm Street City State Foreign Country ZIP Code 7 Social security tips 9 Advance EIC payment d Control number 11 Nonqualified plans X Transfer employee information from the Federal Information Worksheet e Employees name First Peter Last Jones f Employees address and ZIP code Street 1846 Joplin Way City Lakeville State MN ZIP Code 55022 Foreign Country M.I. 12 Enter box 12 below 13 Statutory employee Retirement plan Third-party sick pay Suff. 14 Enter box 14 below after entering boxes 18, 19, and 20. NOTE: Enter box 15 before entering box 14. If Box 12 code is: A: Enter amount attributable to RRTA Tier 2 tax M: Enter amount attributable to RRTA Tier 2 tax P: Double click to link to Form 3903, line 4 R: Enter MSA contribution for Taxpayer Spouse G: Employer is not a state or local government Box 12 Code Box 12 Amount Box 15 State Employers state I.D. no. Box 16 State wages, tips, etc. Box 17 State income tax MN 7,200.00 Box 20 Locality name Box 18 Local wages, tips, etc. Box 19 Local income tax Associated State Box 14 Description or Code on Actual Form W-2 Amount TurboTax Identification of Description or Code (Identify this item by selecting the identification from the drop down list. If not on the list, select Other). Form 1099-INT Worksheet G Keep for your records Name(s) Shown on Return 2008 Social Security Number Peter & Amy Jones Ownership: (defaults to taxpayer) 215-60-1989 Check if Spouse Check if Joint Payers name Box 1 Universal Savings 3,100.00 Interest income for 2008 (not included in box 3) Choose type if special state handling (State Use Only ' see Help). Early withdrawal penalty Interest on U.S. Savings Bonds and Treasury obligations Federal income tax withheld State income tax withheld Investment expenses Foreign tax paid (All interest is considered passive. See Help) a Check to deduct foreign taxes on Schedule A OR b DoubleClick to link to a copy of Form 1116 c For Form 1116, select which column A B d Foreign source amount included in interest Foreign country or U.S. possession Check this box if foreign tax is from a mutual fund or a registered investment company. See Tax Help for additional information. Tax-exempt interest State ID where exempt interest was earned. If more than 1 state, see Help Special private activity bond included in Box 8, if any OR Private activity bond interest percentage of Box 8, if any Box 2 Box 3 Box 4 State ID Box 5 Box 6 C Box 7 Box 8 Box 9 % Adjustments to Interest Check the box that identifies the type of adjustment being made: N O B Nominee distribution Original issue discount (OID) Amortizable bond premium (ABP) A H U Accrued interest Other U.S. savings bond interest previously reported Enter adjustment amount (enter as positive if subtracting/negative if adding) Form 1099-DIV Worksheet G Keep for your records Name(s) Shown on Return 2008 Social Security Number Peter & Amy Jones QuickZoom to another copy of Form 1099-DIV Worksheet QuickZoom to enter exempt-interest dividends from a mutual fund Ownership: (defaults to taxpayer) 215-60-1989 Check if Spouse Check if Joint Payers name Box 1a GM stock 1,600.00 Total ordinary dividends U.S. government interest, if any, included in box 1a Qualified dividends Adjusted qualified dividends Total capital gain distributions Unrecaptured Section 1250 gain Section 1202 50% gain on QSB stock Section 1202 60% gain (QSB Empowerment Zone stock sold after 12/22/05) Collectibles (28%) gain Nontaxable distributions Federal income tax withheld State income tax withheld Investment expenses Foreign tax paid (All income is considered passive. See Help) a Check to deduct foreign taxes on Schedule A b DoubleClick to link to a copy of Form 1116 c For Form 1116, select which column A d Foreign source amount included in dividends Box 1b Box 2a Box 2b Box 2c Box 2d Box 3 Box 4 State ID Box 5 Box 6 OR B C Box 7 Foreign country or U.S. possession Check this box if foreign tax is from a mutual fund or a registered investment company. See Tax Help for additional information. Cash liquidation distribution Noncash (fair market value) liquidation distribution Box 8 Box 9 Adjustments to Dividends or ESOP Distribution Check the box that identifies the type of adjustment being made or if ESOP distribution: N Nominee distribution H Other adjustment D ESOP distribution Enter nominee or other adjustment amount (enter as positive) Form 1040 Line 52 Name as Shown on Return Child Tax Credit Worksheet G Keep for your records. Social Security Number 2008 Peter & Amy Jones Before you begin: Caution! 215-60-1989 b Figure the amount of residential energy efficient property credit, mortgage interest credit, or the District of Columbia first-time homebuyer credit you are claiming. ? To be a qualifying child for the child tax credit, the child must be under age 17 at the end of 2008 and meet the other requirements listed below. 1 2 3 Number of qualifying children: Part 1 3 x 1,000. Enter the result 1 3,000. 4 5 6 7 8 Enter the amount from Form 1040, line 38; Form 1040A, line 22; or Form 1040NR, line 36 2 106,700. 1040 filers: Enter the total of any ' ? Exclusion of income from Puerto Rico, and ? Amounts from Form 2555, lines 45 and 50; 3 0. Form 2555-EZ, line 18; and Form 4563, line 15. 1040A and 1040NR filers: Enter -0-. Add lines 2 and 3. Enter the total 4 106,700. Enter the amount shown below for your filing status. ? Married filing jointly ' $110,000 ? Single, head of household, or qualifying 5 110,000. widow(er) ' $75,000 ? Married filing separately ' $55,000 Is the amount on line 4 more than the amount on line 5? X No. Leave line 6 blank. Enter -0- on line 7. Yes. Subtract line 5 from line 4 6 If the result is not a multiple of $1,000, increase it to the next multiple of $1,000. For example, increase $425 to $1,000, increase $1,025 to $2,000, etc. Multiply the amount on line 6 by 5% (.05). Enter the result Is the amount on line 1 more than the amount on line 7? You cannot take the child tax credit on Form 1040, line 52; Form 1040A, line No. 33; or Form 1040NR, line 47. You also cannot take the additional child tax credit on Form 1040, line 66; Form 1040A, line 41; or Form 1040NR, line 61. Complete the rest of your Form 1040, 1040A, or Form 1040NR. X Yes. Subtract line 7 from line 1. Enter the result. Go to Part 2 Enter the amount from Form 1040, line 46, Form 1040A, line 28, or Form 1040NR, line 43 Add the amounts from ' Form 1040 or Form 1040A or Form 1040NR Line 47 --Line 44 Line 48 Line 29 Line 45 + Line 49 Line 30 --+ Line 50 Line 31 --+ Line 51 Line 32 Line 46 + Enter the total 10 Are you claiming any of the following credits? ? Mortgage interest credit, Form 8396 ? Adoption credit, Form 8839 ? Residential energy efficient property credit, Form 5695 ? District of Columbia first-time homebuyer credit, Form 8859 X No. Enter the amount from line 10. Yes. Complete the Line 11 Worksheet to figure the amount to enter here. Subtract line 11 from line 9. Enter the result Is the amount on line 8 of this worksheet more than the amount on line 12? X No. Enter the amount from line 8. This is your child tax credit Yes. Enter the amount from line 12. See the TIP below. TIP: You may be able to take the additional child tax credit on Form 1040, line 66; Form 1040A, line 41; or Form 1040NR, line 61 only if you answered Yes on line 13. ? First, complete your Form 1040 through line 65, Form 1040A through line 40a, or Form 1040NR through line 60. ? Then, use Form 8812 to figure any additional child tax credit. FDIA2212 01/08/09 7 0. 8 9 3,000. 9,144. Part 2 9 10 0. 11 11 0. 9,144. 12 13 12 13 3,000. Enter this amount on Form 1040, line 52; Form 1040A, line 33; or Form 1040NR, line 47. Tax Payments Worksheet G Keep for your records Name(s) Shown on Return 2008 Social Security Number Peter & Amy Jones 215-60-1989 Estimated Tax Payments for 2008 (If more than 4 payments for any state or locality, see Tax Help) Federal Date Amount Date State Amount ID Date Local Amount ID 1 04/15/08 2 06/16/08 3 09/15/08 4 01/15/09 5 04/15/08 06/16/08 09/15/08 01/15/09 500. MN 04/15/08 06/16/08 09/15/08 01/15/09 Tot Estimated Payments Tax Payments Other Than Withholding (If multiple states, see Tax Help) 6 7 8 9 Overpayments applied to 2008 Credited by estates and trusts Totals Lines 1 through 7 2008 extensions Federal 500. State ID Local ID 500. Taxes Withheld From: 10 11 12 13 14 15 16 17 18 a b c 19 20 Forms W-2 Forms W-2G Forms 1099-R Forms 1099-MISC and 1099-G Schedules K-1 Forms 1099-INT, DIV and OID Social Security and Railroad Benefits Form 1099-B St Loc Other withholding St Loc Other withholding St Loc Other withholding St Loc Total Withholding Lines 10 through 18c Total Tax Payments for 2008 Federal State Local 16,000. 7,200. 16,000. 16,000. State 7,200. 7,700. ID Local ID Prior Year Taxes Paid In 2008 (If multiple states or localities, see Tax Help) 21 22 23 24 Tax paid with 2007 extensions 2007 estimated tax paid after 12/31/07 Balance due paid with 2007 return Other (amended returns, installment payments, etc) Schedule A Lines 5 - 12 Name(s) Shown on Return Tax and Interest Deduction Worksheet G Keep for your records 2008 Social Security Number Peter & Amy Jones Tax Deductions 1 State and local taxes: 215-60-1989 Optional Sales Tax Tables a Available Income: (1) Income from Form 1040, line 38 106,700.00 (2) Nontaxable income entered elsewhere on return (3) Available income: 2007 refundable credits in excess of tax 0.00 (4) Enter any additional nontaxable income (5) Total available income 106,700.00 b Sales Tax Per State of Residence: Enter state in column (1), then enter total (combined) state and local sales tax rate in column (4). Arkansas, California, Colorado, Georgia, New Jersey or New York only: Double-click in column (4) to select your locality for each state entered. (1) S t a t e (2) Date Lived in State From (3) Date Lived in State To (4) Enter Total State & Local Rate (%) (5) State Sales Tax Rate (%) (6) Local Sales Tax Rate (%) (4) - (5) (7) State Sales Tax Table Amount (8) Local Sales Tax Amount (9) Prorated or Total Amount c Total general sales tax using tables d Sales Tax Paid on Specific Items (motor vehicles, boats): (1) ST (2) Total State & Local Rate (3) Description (4) Type (5) Cost (6) Rate if Different (7) Actual Sales Tax Amount Paid (8) Specific Item Deduction e Total sales tax deduction on specific items f Total general sales tax per tables plus sales tax on specific items g Actual State and Local General Sales Tax: Enter actual sales taxes paid (instead of table amount) h State and Local Income Taxes: State and Local Income taxes i State and Local Tax Deduction to Schedule A, line 5: Greater of line 1f, line 1g, or line 1h (to Schedule A, line 5) j Check a box to choose to use income taxes paid, sales taxes paid, or whichever provides the greater deduction: Income Taxes Sales Taxes Greater amount X 2 Real estate taxes: a Real estate taxes paid on principal residence 7,700.00 7,700.00 1,100.00 b Real estate taxes paid on additional homes or land Personal portion of real estate taxes from Schedule E Worksheet for: c Principal residence d Vacation home e Less real estate taxes deducted on Form 8829 f Add lines 2a through 2e (to Schedule A, line 6) 3 Personal property taxes: a Auto registration fees based on the value of the vehicle. 2007 Amount Enter 2008 description: 1,100.00 BMW X5 300.00 b Non-business portion of personal property taxes from Car & Truck Exp Wks c Other personal property taxes d Add lines 3a through 3c (to Schedule A, line 7) 4 Other taxes: a Other taxes from Schedule(s) K-1 b Foreign taxes from interest and dividends c Foreign taxes from Schedule(s) K-1 d Other foreign taxes (not used to claim a foreign tax credit) e Other taxes. 2007 Amount Enter 2008 description: 300.00 f Add lines 4a through 4e (to Schedule A, line 8) Interest Deductions 5 a b c d e 6 a b c 7 a b c d Home mortgage interest and points reported on Form 1098: Mortgage interest and points from the Home Mortgage Interest Worksheet Qualified mortgage interest from Schedule E Worksheet Less home mortgage interest/points deducted on Form 8829 Less home mortgage interest from Form 8396, line 3 Add lines 5a through 5d (to Sch A, line 10) or line A2 from above Home mortgage interest not reported on Form 1098: Mortgage interest from the Home Mortgage Interest Worksheet Less home mortgage interest deducted on Form 8829 Add lines 6a and 6b (to Sch A, line 11) or line B2 from above Points not reported on Form 1098: Amortizable points from the Home Mortgage Interest Worksheet Other points not on Form 1098 from the Home Mortage Interest Worksheet Less points deducted on Form 8829 Add lines 7a through 7c (to Schedule A, line 12) or line C2 from above 9,700.00 9,700.00 Schedule A Line 5 Name(s) Shown on Return State and Local Tax Deduction Worksheet G Keep for your records 2008 Social Security Number Peter & Amy Jones State and Local Income Taxes State income taxes: State income tax withheld 2008 state estimated taxes paid in 2008 2007 state estimated taxes paid in 2008 Amount paid with 2007 state application for extension Amount paid with 2007 state income tax return Overpayment on 2007 state income tax return applied to 2008 tax Other amounts paid in 2008 (amended returns, installment payments, etc.) State estimated tax from Schedule(s) K-1 (Form 1041) Local income taxes: Local income tax withheld 2008 local estimated taxes paid in 2008 2007 local estimated taxes paid in 2008 Amount paid with 2007 local application for extension Amount paid with 2007 local income tax return Overpayment on 2007 local income tax return applied to 2008 tax Other amounts paid in 2008 (amended returns, installment payments, etc.) Local estimated tax from Schedule(s) K-1 (Form 1041) Other: Total Add lines 1 through 17 State and local refund allocated to 2008 Nondeductible state income tax from line 28 Total reductions Add lines 19 and 20. Total state and local income tax deduction Line 18 less line 21 215-60-1989 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 7,200. 500. 7,700. 7,700. Nondeductible State Income Tax (Hawaii Only) 23 24 25 26 27 28 Nontaxable federal employee cost of living allowance Adjusted gross income Add lines 23 and 24 Nondeductible percent. Line 23 divided by line 25 Hawaii state income tax included in line 18 Nondeductible Hawaii state income tax. Multiply line 26 by line 27. 23 24 25 26 27 28 % Schedule A Lines 10 - 12 Name(s) Shown on Return Home Mortgage Interest Worksheet G Keep for your records 2008 Social Security Number Peter & Amy Jones 215-60-1989 Note: Use this worksheet to report home mortgage interest you paid on your main home or second home. Enter mortgage interest you paid for business property other than a home office on the appropriate schedule or form for the business activity (Schedule C, Schedule E, etc.). 1 2 Was the mortgage interest reported to you on Form 1098? Yes X No Recipients/lenders name abc If you bought your home from the recipient and did NOT receive a Form 1098, enter the recipients identifying number and address: Recipients SSN or ID number Recipients address QuickZoom if you paid more interest than is shown on Form 1098 If you and someone else were liable for this mortgage and the other person received the Form 1098, QuickZoom to complete information for that person 3 4 Mortgage interest paid on your main home or second home in 2008 Points paid in 2008 to buy your main home from Form 1098, box 2 Points NOT reported on Form 1098: Points not reported on Form 1098 that you paid in 2008 to purchase or improve your main home If you paid other points to this lender which must be spread over the life of the loan, for example points you paid on your second home, on a home equity loan, or when you refinanced, enter the following: Total points originally paid on a loan for which the points must be amortized Date loan was made or date of refinance Length of loan (years) Points deducted in prior years for this loan Amortized points allowable this year Check this box if the points remaining for this loan are deductible in full in 2008 because you refinanced or paid off the loan Amortizable points deducted this year (to Tax and Interest Deduction Wkst., line 6a) 9,700.00 5 6 a b c d e f g QuickZoom to another copy of Home Mortgage Interest Worksheet Schedule A Line 16 Name(s) Shown on Return Cash Contributions Worksheet G Keep for your records 2008 Social Security Number Peter & Amy Jones Cash Contributions Name of Charitable Organization Note: Summarized from the Charitable Organization Worksheet. Enter amounts on the Charitable Organization Worksheet. 1a 215-60-1989 Type 2008 Amount Church A 3,900.00 1b 2 3 4 From Schedule A ' Cash Contributions for Midwestern disaster relief allowed against 100% of AGI From Schedule K-1 ' Partnerships and S Corporations From Form(s) W-2, Box 14 1b 2 3 Miles driven: a To perform charitable service b From Detail of Mileage and Transportation Costs Worksheet above c Add lines 4a and 4b d Multiply line 4c by 14 cents per mile 5 Parking fees, tolls, and local transportation a To perform charitable service b From Charitable Org. Wks c Add lines 5a and 5b. Mileage Driven for Midwestern Disaster Relief Efforts: 6 a From 5/2/08 through 6/30/08 b From 7/1/08 through 12/31/08 c Multiply line 6a by 36 cents per mile d Multiply line 6b by 41 cents per mile e Add lines 6c and 6d 7 Add lines 1 thru 6 and enter here (to Schedule A, line 16) 4a 4b 4c 4d 5a 5b 5c 6a 6b 6c 6d 6e 7 3,900.00 Schedule A Line 17 Name(s) Shown on Return Noncash Contributions Worksheet G Keep for your records 2008 Social Security Number Peter & Amy Jones Part I Name of Charity and Donation Value Lake ville community college 215-60-1989 1 Name of charity 2 a Value of contribution 700.00 Part II 3 a b c d e f g h Type of Donated Property Check one: Tangible personal property Household items & clothing Motor vehicle, boat, or airplane Art, Other than self-created Art, Self-created Collectibles Business equipment Business inventory Other i j k l m n o X Intangible property Stock, Publicly traded Stock, Other than publicly traded Securities, Other than stock Intellectual property Other Real property Real property, Conservation property Real property, Other than conservation Part III Additional Information If total noncash contributions are more than $500, complete Part III 4 a Street address of charity b Charity City or Town lakeville 5 Unique description of donated property State MN Stock, Symbol is HTM ZIP 6 7 Date of donation (mm/dd/yyyy or Various) Method used to determine the fair market value 09/17/2008 Comparative sales Part IV Acquisition Information If the value of this contribution is more than $500, complete Part IV 8 9 10 11 Date the donated property was acquired (mm/dd/yyyy) How the donated property was acquired Cost or adjusted basis in the donated property If business equipment, enter accumulated depreciation 11/07/2002 Purchase 300. Part V 12 Deduction 700. Amount claimed as a deduction Current deduction is limited to 30 percent of adjusted gross income. C Peter & Amy Jones Type of Charitable Organization X (a) 50% charity 215-60-1989 Page 2 Part VI 13 Check one: (b) Other than 50% charity Part VII Charitys Use of Certain Appreciated Property Complete when value is greater than cost. 14 Is the charitys use of property related to its exempt purpose? Check No if the charity sold the donated property. Yes No Part VIII 15 Motor vehicle, boat, airplanes Yes No Was Form 1098-C (or other written acknowledgement) received? Part IX Additional Information for Contributions of Property More than $5,000 Complete Part IX for a contribution of property that has a value of more than $5,000. Generally, you must have a written appraisal for these contributions. 16 17 a b c d Was an appraisal required for this property? Appraiser Information: Date of Appraisal Appraiser Title Appraiser Identifying Number Appraiser Business Address (including room or suite number) Yes No e Appraiser City or Town 18 a b c d Charity Information: Charity Date of Receipt of Gift Charity Representative Title Charity Identifying Number Charity Street Address (including room or suite number) State ZIP Code e Charity City or Town 19 Other Information: a If a group of items was donated, describe any items which were appraised at $500 or less b For tangible property, give a brief summary of its overall physical condition on the date it was donated c For stock and securities (checkboxes 3i-3j), enter average trading price d For bargain sales, enter the amount received State ZIP Code Part X Partial Interest Donations If entire interest in the property was not donated, complete Part X. Complete Part X for a contribution of property that has a value of $5,000 or less and for publicly traded stock donations. 20 21 a b c d e f g Was the entire interest donated for this property? If no, complete line 21 Partial interest donation information: Amount claimed as a deduction on 2007 tax return Deduction claimed for this property on prior years tax returns Location of tangible property donated Name of the person, other than the charity on line 1, who has possession of the donated property Complete lines 21e through 21g only if different from the charity on line 1: If a partial interest in this property was donated to a different charity in a prior year, enter the name of the charity Street address of prior charity City of prior charity X Yes No State ZIP Code Peter & Amy Jones Part XI Restricted Use Property 215-60-1989 Page 3 If restrictions were attached to the charitys right to use or dispose of the property, then complete Part XI. 22 Were restrictions attached to the charitys right to use or dispose of this property? If yes, complete line 23. 23 Restriction information: a Describe the restriction: Yes X No b Did you give to anyone other than the charity on line 1 the right to income from the donated property or to possession of the donated property? c If you checked Yes on line 23b, describe the right to income: Yes X No d Were restrictions attached limiting the donated property to a specific use? e If you checked Yes on line 23d, describe the use limitation: Yes No Charitable Contributions Summary G Keep for your records Name(s) Shown on Return 2008 Social Security Number Peter & Amy Jones Part I Cash Contributions Summary (a) Total (b) 50% Limit (c) 30% Limit 215-60-1989 Name of Charitable Organization (d) 100% Limit Church 3,900. 3,900. Totals: 3,900. 3,900. Part II Non-Cash Contributions Summary Total Other Property (b) 50% Limit (c) 30% Limit Capital Gain Property (d) 30% Limit (e) 20% Limit Name of Charitable Organization (a) Total Lake ville community college 700. 700. Totals: 700. 700. Part III Contribution Carryovers to 2009 Total (a) Total Cash and Other Non-Capital Gain Property (b) 100% Limit (c) 50% Limit (d) 30% Limit Capital Gain Property (e) 30% Limit (f) 20% Limit 1 2008 contributions 2 2008 contributions allowed 3 Carryovers from: a 2007 tax year b 2006 tax year c 2005 tax year d 2004 tax year e 2003 tax year 4 Carryovers allowed in 2008 5 Carryovers disallowed in 2008 6 Carryovers to 2009: a From 2008 b From 2007 c From 2006 d From 2005 e From 2004 f From 2003 4,600. 4,600. 0. 3,900. 3,900. 0. 700. 700. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. Part IV 1 2 3 4 Special Situations in Your Return for Current Year Donations X Yes Yes Yes Yes No Was the entire interest given for all property donated to all charities? Were restrictions attached to any charitiess right to use or dispose of any property donated to any charity? Did you give to anyone other than the charity the right to income from any of the donated property or to possession of any of the donated property? Was any charity other than a 50% charity? X X X No No No Form 1040 Line 40 Name(s) Shown on Return Standard Deduction Worksheet G Keep for your records 2008 Social Security Number Peter & Amy Jones 215-60-1989 Use this worksheet if (a) someone can claim you, or your spouse if filing jointly, as a dependent; (b) you or your spouse were born before January 2, 1944, or were blind; (c) you paid real estate taxes; or (d) you have a net disaster loss on Form 4684, line 18a. 1 Enter the amount shown below for your filing status. ? Single or married filing separately ' $5,450 ? Married filing jointly or Qualifying widow(er) ' $10,900 1 10,900. ? Head of household ' $8,000 2 Can you be claimed as a dependent? X No. Enter the amount from line 1 on line 4. Skip line 3. Yes. Go to line 3. 3 Is your earned income* more than $600? Yes. Add $300 to your earned income. Enter the total 3 No. Enter $900 4 Enter the smaller of line 1 or line 3. If born after January 1, 1944, and not blind, enter this amount on line 6. Otherwise, go to line 5 4 10,900. 5 If born before January 2, 1944, or blind, multiply the number on Form 1040, line 39a, or on Form 1040A, line 23a by: $1,050 ($1,350 if single or head of household) 5 6 Enter any net disaster loss from Form 4684, line 18a. If more than zero, check the box on Form 1040, line 39c 6 7 Did you pay real estate taxes in 2008? Enter the state and local real estate taxes you paid that would be deductible on Schedule A, line 6. If you were itemizing your deductions. See the instructions for Schedule A, line 6. Do not include foreign real estate taxes 7 1,100. 8 Enter $500 ($1,000 if married filing jointly) 8 1,000. 9 Enter the smaller of line 7 or line 8. If more than zero, check the box on Form 1040, line 39c 9 1,000. 10 Add lines 4, 5, 6 and 9. Enter the total here and on Form 1040, line 40 10 11,900. *Earned income includes wages, salaries, tips, professional fees, and other compensation received for personal services you performed. It also includes any amount received as a scholarship that you must include in your income. Generally, your earned income is the total of the amount(s) you reported on Form 1040, lines 7, 12, and 18, minus the amount, if any, on line 27; or on Form 1040A, line 7. Earned Income Worksheet G Keep for your records Name(s) Shown on Return 2008 Social Security Number Peter & Amy Jones Part I ' Earned Income Credit Wks Computation 1 If filing Schedule SE: Net self-employment income Optional Method and Church Employee income Add lines 1a and 1b One-half of self-employment tax Subtract line 1d from line 1c 2 If not required to file Schedule SE: a Net farm profit or (loss) b Net nonfarm profit or (loss) c Add lines 2a and 2b 3 If filing Schedule C or C-EZ as a statutory employee, enter the amount from line 1 of that Schedule C or C-EZ 4 Add lines 1e, 2c and 3. To EIC Wks, line 5 a b c d e Taxpayer 215-60-1989 Spouse Total Part II ' Form 2441 and Standard Deduction Worksheet for Dependents Computation Net self-employment earnings (line 4 above) Wages, salaries, and tips less distributions from nonqualified or section 457 plans, etc 7 Taxable employer-provided adoption benefits 8 Add lines 5 through 7. To Form 2441, lines 20 and 21 (or Schedule 2 of Form 1040A) 9 a Taxable dependent care benefits b Nontaxable combat pay 10 Add lines 8, 9a and 9b . To Form 2441, lines 4 and 5 (or Schedule 2 of Form 1040A) 11 Scholarship or fellowship income not on W-2 12 SE exempt earnings less nontaxable income 13 Distributions from nonqualified/Sec. 457 plans 14 Add lines 8, 9a and 11 through 13. To Standard Deduction Worksheet for Dependents, line 1 5 6 102,000. 102,000. 102,000. 102,000. 102,000. 102,000. 102,000. 102,000. Part III ' IRA Deduction Worksheet Computation 15 16 17 18 19 20 21 22 Net self-employment income or (loss) Wages, salaries, tips, etc Net self-employment loss Alimony received Nontaxable combat pay Foreign earned income exclusion Keogh, SEP or SIMPLE deduction Combine lines 15 through 21. To IRA Wks, ln 2 102,000. 102,000. 102,000. 102,000. Part IV ' Form 8812 Taxable Earned Income Computation 23 24 25 26 27 Self-employed, church and statutory employees Wages, salaries, tips, etc Nontaxable combat pay Foreign earned income exclusion Combine lines 23 through 26. To Form 8812, line 4a. 102,000. 102,000. 102,000. 102,000. Federal Carryover Worksheet G Keep for your records Name(s) Shown on Return 2008 Social Security Number Peter & Amy Jones 2007 State and Local Income Tax Information (See Tax Help) (a) State or Local ID (b) Paid With Extension (c) Estimates Pd After 12/31 (d) Total Withheld/Pmts (e) Paid With Return 215-60-1989 (f) Total Overpayment (g) Applied Amount Totals Other Tax and Income Information 1 2 3 4 5 6 7 8 Filing status Number of exemptions for blind or over 65 (0 - 4) Itemized deductions after limitation Check box if required to itemize deductions Adjusted gross income Tax liability for Form 2210 or Form 2210-F Alternative minimum tax Federal overpayment applied to next year estimated tax 1 2 3 4 5 6 7 8 2007 2008 2 MFJ 23,400. 106,700. 4,044. QuickZoom to the IRA Information Worksheet for IRA information (see Tax Help) Excess Contributions 9a b 10 a b 11 a b Taxpayers excess Archer MSA contributions as of 12/31 Spouses excess Archer MSA contributions as of 12/31 Taxpayers excess Coverdell ESA contributions as of 12/31 Spouses excess Coverdell ESA contributions as of 12/31 Taxpayers excess HSA contributions as of 12/31 Spouses excess HSA contributions as of 12/31 9a b 10 a b 11 a b 2007 2008 Loss and Expense Carryovers 12 a Short-term capital loss b AMT Short-term capital loss 13 a Long-term capital loss b AMT Long-term capital loss 14 a Net operating loss available to carry forward b AMT Net operating loss available to carry forward 15 a Investment interest expense disallowed b AMT Investment interest expense disallowed 16 Nonrecaptured net Section 1231 losses from: a b c d e f 12 a b 13 a b 14 a b 15 a b 16 a b c d e f 2007 2008 2008 2007 2006 2005 2004 2003 Tax History Report G Keep for your records Name(s) Shown on Return 2008 Peter & Amy Jones Five Year Tax History: 2004 2005 2006 2007 2008 Filing status Total income Adjustments to income Adjusted gross income Tax expense Interest expense Contributions Miscellaneous deductions Other itemized deductions Total itemized/standard deduction Exemption amount Taxable income Tax Alternative minimum tax Total credits Other taxes Payments Form 2210 penalty Amount owed Applied to next years estimated tax Refund Effective tax rate % **Tax bracket % **Tax bracket % is based on Taxable income. MFJ 106,700. 106,700. 9,100. 9,700. 4,600. 0. 0. 23,400. 17,500. 65,800. 9,144. 3,000. 18,100. 11,956. 5.76 25 FDIY9201 08/08/08 Tax Summary G Keep for your records 2008 SSN 215-60-1989 106,700. 106,700. 23,400. 17,500. 65,800. 9,144. 3,000. 6,144. 18,100. 11,956. 0. Name (s) Peter & Amy Jones Total income Adjustments to income Adjusted gross income Itemized/standard deduction Exemption amount Taxable income Tentative tax Additional taxes Alternative minimum tax Total credits Other taxes Total tax Total payments Estimated tax penalty Refund Balance due Which Form 1040 to file? You must use Form 1040 because you had long-term capital gains(losses). Compare to U. S. Averages G Keep for your records Name(s) Shown on Return 2008 Social Security No Peter & Amy Jones Your 2008 adjusted gross income (AGI) National adjusted gross income range used below 215-60-1989 106,700. 199,999. from 100,000. to Note: National average amounts have been adjusted for inflation. See Help for details. Selected Income, Deductions, and Credits Salaries and wages Taxable interest Tax-exempt interest Dividends Business net income Business net loss Net capital gain Net capital loss Taxable IRA Taxable pensions and annuities Rent and royalty net income Rent and royalty net loss Partnership and S corporation net income Partnership and S corporation net loss Taxable social security benefits Medical and dental expenses deduction Taxes paid deduction Interest paid deduction Charitable contributions deduction Total itemized deductions Child care credit Education tax credits Child tax credit Retirement savings contributions credit Earned income credit Other Information Actual Per Return National Average 102,000. 3,100. 1,600. 0. 120,080. 3,531. 8,416. 5,416. 37,376. -7,316. 23,007. -2,360. 24,800. 35,937. 15,069. -9,714. 44,447. -15,607. 18,976. 10,055. 11,290. 13,935. 4,172. 30,071. 583. 519. 1,499. 0. 0. National Average 0. 9,100. 9,700. 4,600. 23,400. 3,000. Actual Per Return Adjusted gross income Taxable income Income tax Alternative minimum tax Total tax liability 106,700. 65,800. 9,144. 6,144. 143,712. 106,131. 18,853. 2,045. 19,748. Peter & Amy Jones 215-60-1989 SMART WORKSHEET FOR: Form 1040: Individual Tax Return Tax Smart Worksheet A 1 2 3 4 5 6 7 B C D E F G Tax Check if from: Tax table Tax Computation Worksheet (see instructions) Schedule D Tax Worksheet Qualified Dividends and Capital Gain Tax Worksheet Schedule J Form 8615 Foreign Earned Income Tax Worksheet Additional tax from Form 8814 Additional tax from Form 4972 Tax from additional Form(s) 4972 Recapture tax from Form 8863 IRC Section 197(f)(9)(B)(ii) election for an additional tax Tax. Add lines A through F. Enter the result here and on line 44 9,144. X 9,144. SMART WORKSHEET FOR: Schedule B: Interest & Dividend Income Interest Income Smart Worksheet Payers Name To access Form 1099-INT Double-Click on payer Box 1 Interest Income Typ Int* Box 2 Early Withdraw Penalty Box 3 US Savings Bond/Treas. Obligations Box 8 Tax-exempt Interest ST ID Box 9 Private Actvty Bond Universal Savings 3,100.00 KEEP FOR YOUR RECORDS Peter & Amy Jones 215-60-1989 SMART WORKSHEET FOR: Schedule B: Interest & Dividend Income Dividend Income Smart Worksheet Payers Name To access 1099-DIV, Double-Click from payer Box 1a Tot Ordinary Dividends Box 1b Qualified Dividends Box 2a Capital Gain Distributions Box 2b Unrecap. Sec 1250 Box 3 Nontaxable Distributions GM stock 1,600.00 SMART WORKSHEET FOR: Schedule D: Capital Gains & Losses A Is a statement with stock sale detail being attached instead of entering detail? If yes, Form 8453 is required to be mailed to IRS when electronically filing. B Sort sales by date sold in Parts I and II? Yes Yes X No X No SMART WORKSHEET FOR: Tax and Interest Deduction Worksheet Additional Standard Deduction Real Estate Taxes (Real Estate Taxes less Foreign) The additional standard deduction for real estate taxes does not include foreign real estate taxes. Enter any foreign real estate taxes below that are reported on Schedule A, line 6. A Did you have any foreign real estate taxes: Yes No B Real estate taxes available to compute the additional standard deduction: 1 Foreign real estate taxes reported on Schedule A, line 6. 2 Additional standard deduction real estate taxes line 2f above less line B1 1,100.00 SMART WORKSHEET FOR: Tax and Interest Deduction Worksheet Mortgage Interest Limited Smart Worksheet When mortgage interest is limited because the principal amount of the mortgage is over one million dollars or home equity interest is over one-hundred-thousand dollars enter the amount of interest that should be reported on Schedule A on lines A, B, and C below. Does your mortgage interest need to be limited: Yes No A Home mortgage interest and points reported on Form 1098: 1 Sum of lines 5a through 5d below 9,700.00 2 Limited amount to report on Sch A, line 10 B Home mortgage interest not reported on Form 1098: 1 Sum of lines 6a and 6b below 2 Limited amount to report on Sch A, line 11 C Points not reported on Form 1098: 1 Sum of lines 7a through 7c below 2 Limited amount to report on Sch A, line 12 KEEP FOR YOUR RECORDS

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Arizona - BUAD - ACCT 5330
I:141.ThepresentAMTappliestoindividuals,corporations,estates,andtrusts.T,p. I:142.I:142.Thealternativeminimumtaxappliestoindividualsonlyifitexceedsthetaxpayer's regularincometaxliability.T,p.I:142. I:143.ForpurposesoftheAMT,thestandarddeduction,butnotthep
Arizona - BUAD - ACCT 5330
2006 Workbook Chapter 2: Individual Taxpayer ProblemsProblem 1: Uniform Definition of a Child . 31 Problem 2: Alternative Minimum Tax . 46 Problem 3: Nonbusiness Casualties . 64 Problem 4: Legal Fees. 73 Problem 5: State and Local Income Tax Refunds . 79
Arizona - BUAD - ACCT 5330
Arizona - BUAD - ACCT 5330
Arizona - BUAD - ACCT 5330
Arizona - BUAD - ACCT 5330
I:14-89. Annie, a single taxpayer, has taxable income of $100,000, a regular tax liability of $26,560, a positive AMT adjustment due to limitations on itemized deductions of $20,000, and tax preferences of $25,000 in 2007. What is Annie s AMT for 2007? So
Arizona - BUAD - ACCT 5330
I:14-36. Tom and Mary are married and file a joint return for the current year with taxable income of $100,000 and tax preferences and adjustments of $20,000 for AMT purposes. Their regular tax liability is $15,750. What is the amount of their total tax l
Arizona - BUAD - ACCT 5330
1) Arthur pays tax of $3,000 on taxable income of $30,000 while taxpayer Barbara pays tax of $6,000 on $60,000. The tax is a a. Progressive tax. b. Proportional tax. c. Regressive tax. d. None of the above. 2) Which of the following steps, related to a ta
Arizona - BUAD - ACCT 5330
1) A taxpayer had the following income and losses in a recent year: Salary $55,000 Sold AT&T stock at a loss 5,000) Lottery prize 4,500 Gambling winnings 8,000 Gambling losses 5,000) What is the taxpayer's adjusted gross income? a. $57,500 b. $59,500 c. $
Arizona - BUAD - ACCT 5330
PRACTICE QUIZ CHAPTER 4 1) Bette is beneficiary of a $80,000 insurance policy on her father's life. Upon his death, she may elect to receive the proceeds in five yearly installments of $17,500 or may take $80,000 lump sum. She elects to take the $80,000 l
Arizona - BUAD - ACCT 5330
PRACTICE QUIZ CHAPTERS 6 and 7 1) Van pays the following medical expenses this year $500 for doctor bills for Van's son who is claimed as a dependent by Van's former spouse. $300 for Van's eyeglasses. $900 for Van's dental work. $800 for Van's face lift.
Arizona - BUAD - ACCT 5330
PRACTICE QUIZ CHAPTER 9 AND CHAPTER 101) Bill obtained a new job in Boston. He incurred the following moving expenses: Transportation of household goods and personal effects $2,600 Cost of transporting Bill's family 2,000 Househunting trip 1,700 Payments
Arizona - BUAD - ACCT 5330
PRACTICE QUIZ CHAPTER 9 AND CHAPTER 101) Bill obtained a new job in Boston. He incurred the following moving expenses: Transportation of household goods and personal effects Cost of transporting Bill's family Househunting trip Payments to lessor to cance
Arizona - BUAD - ACCT 5330
Chapter 1 Corporations Tax Research Learning Objectives After studying this chapter, the student should be able to: 1. Describe the steps in the tax research process. 2. Identify the sources of tax law and understand the authoritative value of each. 3. Co
Arizona - BUAD - ACCT 5330
Sample Examination Questions CHAPTER 6 ACCOUNTING AND THE TIME VALUE OF MONEY MULTIPLE CHOICE1. Present value is a. the value now of a future amount. b. the amount that must be invested now to produce a known future value. c. always smaller than the futu
Arizona - BUAD - ACCT 5330
TAX RESEARCH PAPER I Problem 4-65PROBLEM 4-65FACTSThe Taylor familys primary residence was damaged by fire. The damaged residence was under repair for three weeks making it necessary for the Taylors to obtain temporary lodging and to take their meals a
Arizona - BUAD - ACCT 5330
1st Tax Research ProjectReimbursed Living Expenses from Insurance Policy for casualty damage to primary residence Tax RamificationsIntroduction The intent of this research project is to unravel the tax implications associated with benefits derived from
Arizona - BUAD - ACCT 5330
Tax Planning Second quiz Chapters 6,7,9 and 10 of the Individuals Section 1) The definition of medical care includes preventative measures such as routine physical examinations. (T) 2) Due to stress on the job, taxpayer Charlie began to experience chest p
Arizona - BUAD - ACCT 5330
Tax Planning Quiz 3 1) _ 2) _ 3) _ 4) _ 5) _ 6) _ 7) _ 8) _ 9) _ 10) _ 11) _ 12) _ 13) _ 14) _ 15) _ 16) _ 17) _ 18) _ 19) _ 20) _ 21) _ 22) _ 23) _ 24) _ 25) _ 1) The election of Subchapter S status by a corporation is valid only if all shareholders cons
Arizona - BUAD - ACCT 5330
I:14-1. The present AMT applies to individuals, corporations, estates, and trusts. T, p. I:14-2. I:14-2. The alternative minimum tax applies to individuals only if it exceeds the taxpayer's regular income tax liability. T, p. I:14-2. I:14-3. For purposes
Arizona - BUAD - 102
visit Obama-OMama.blogspot.com for more eBooks and materialsP ROOFREADING, REVISING, & EDITING SKILLS SUCCESSIN 20 MINUTES A DAYPROOFREADING, REVISING, & EDITING SKILLS SUCCESSIN 20 MINUTES A DAYBrady SmithNEW YORKCopyright 2003 LearningExpress, LL
Arizona - BUAD - 102
Grammar ArticlesArticles modify nouns, and their presence always indicates that a noun will follow. They are located either directly before the noun or before one or more adjectives that also modify the noun. There are two indefinite articles (a and an)
Arizona - BUAD - 102
Cause and effect Essay10/09/2007 08:54 PMCause and effect Essay| Printable version| Definition: In this kind of essay, the aim is to explain the causes (reasons) or the effects (results) of an event or situation. e.g. Causes of air pollution (multiple
Arizona - BUAD - 102
Commonly Misused Words and Phrases*Why should you bother to read this handout? The transition from spoken to written language can often be a bumpy one because the way we talk tends to be a lot less formal than the way we write. When we try to translate s
Arizona - BUAD - 102
Comparing/contrasting10/22/2007 08:04 PMThe Writing Center University of North Carolina at Chapel Hill http:/www.unc.edu/depts/wcwebComparing/ContrastingWhat this handout is about.This handout will help you first to determine whether a particular ass
Arizona - BUAD - 102
GRE Vocabulary Printhttps:/www.msu.edu/~defores1/gre/vocab/gre_vocab_tab.htmWord aberrant abscond advocate aggrandize amalgamate ambiguous ambrosial anachronism anomalous antediluvian antipathy arbitrate assuage attenuate audacious aver banal barefaced
Arizona - BUAD - 102
MLA Research Paper (Daly)Daly 1 Angela Daly Professor Chavez English 101 14 March XXXX A Call to Action: Regulate Use of Cell Phones on the Road When a cell phone goes off in a classroom or at a concert, we are irritated, but at least our lives are not e
Arizona - BUAD - 102
MLA Research Paper (Levi)Cell Phones in the Hands of Drivers: A Risk or a Benefit?Title is centered about one-third down the page.Paul LeviWriters name is centered around the middle of the page.English 101 Professor Baldwin 2 April XXXXCourse name,
Arizona - BUAD - 102
MLA Research Paper (Orlov)Orlov 1 Anna Orlov Professor Willis English 101 17 March XXXXTitle is centered.Online Monitoring: A Threat to Employee Privacy in the Wired WorkplaceOpening sentences provide background for thesis.As the Internet has become
Arizona - BUAD - 102
MLA Annotated Bibliography (Orlov)Orlov 1 Anna Orlov Professor Willis English 101 3 March XXXX Online Monitoring: A Threat to Employee Privacy in the Wired Workplace: An Annotated Bibliography Adams, Scott. Dilbert and the Way of the Weasel. New York: Ha
Arizona - BUAD - 102
The 5 Paragraph Persuasive Essay8th Grade Expository WritingParagraph One Introduction Begin with an Interest Catcher List the topic of your essay List three main points of body paragraphsParagraph Two Main Point One Use a transition to begin the par
Arizona - BUAD - 102
THESIS STATEMENTSA THESIS IS: The statement of the authors position on a topic or subject. Clear, concise, and goes beyond fact or observation to become an idea that needs to be supported. Often a statement of tension, where the author refutes or complic
Arizona - BUAD - 102
English 2400 Introduction to Professional Writing Webster University Jerred Metz, Ph.D. Course Description In business and the professions the good writer has a great advantage over a poor writer. The good writer brings in more business, produces better p
SIU Carbondale - MATH - MATH 201
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SIU Carbondale - MATH - MATH 201
M ath 2 50Y our N ameE xam 1Y our S ignatureF all 2 007It<~1 Give y our a nswers in e xaet form, Do n ot give d ecimal a pproximations. Only Scientific C alculators a re allowed. I n o rder to receive c redit, you m ust show y our work. Do n
SIU Carbondale - MATH - MATH 201
M ath 2 50Y our N ameE xam 2Y our S ignatureF all 2 007II<~Y1_Student I D Give y our a nswers in e xact form. Do n ot give d ecimal a pproximations. C alculators a re n ot allowed. I n o rder t o receive credit, you m ust show y our work. D
SIU Carbondale - MATH - MATH 201
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SIU Carbondale - MATH - MATH 201
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SIU Carbondale - MATH - MATH 201
(* This file was generated automatically by the Mathematica front end. It contains Initialization cells from a Notebook file, which typically will have the same name as this file except ending in " ".nb" instead of ".m". This file is intended to be loaded
SIU Carbondale - MATH - MATH 201
(* Content-type: application/mathematica * CreatedBy='Mathematica 5.2' Mathematica-Compatible Notebook This notebook can be used with any Mathematica-compatible application, such as Mathematica, MathReader or Publicon. The data f for the notebook starts w
SIU Carbondale - MATH - MATH 201
(* Content-type: application/mathematica * CreatedBy='Mathematica 5.2' Mathematica-Compatible Notebook This notebook can be used with any Mathematica-compatible application, such as Mathematica, MathReader or Publicon. The data f for the notebook starts w
SIU Carbondale - MATH - MATH 201
(* Content-type: application/mathematica * CreatedBy='Mathematica 5.2' Mathematica-Compatible Notebook This notebook can be used with any Mathematica-compatible application, such as Mathematica, MathReader or Publicon. The data f for the notebook starts w
SIU Carbondale - MATH - MATH 201
(* Content-type: application/mathematica * CreatedBy='Mathematica 5.2' Mathematica-Compatible Notebook This notebook can be used with any Mathematica-compatible application, such as Mathematica, MathReader or Publicon. The data f for the notebook starts w
SIU Carbondale - MATH - MATH 201
Q UIZ 1N ame:~ ( ;-"/S how deta.ils o f y our w ork a nd use correct notat.ion.R EMEMBER!1. ( 10 p oints) Given u = < - l,3a,2 > a nd v = < 2 ,5,-4 > , d etermine all n umbers a such t hata )u a nd v a re o rthogonal.~ . .V ~V "X .-21"1'S~_~=O;)
SIU Carbondale - MATH - MATH 201
Q UIZ 2N ame:R ElVIEMBER !Show details of your work a nd use correct notation.1. ( 4 p oints) L et u = < 2, -1,2 > and v = 2i v a uto uIV+j- 1k. F ind t he v ector projection oftA~."'"V( .(i'"l~l~1 ;-1-1.4 + l +"t-O~.7.: -,-J"2. (
SIU Carbondale - MATH - MATH 201
Q UIZ 3N ame:K f-\~R EMEMBER! S how d etails o f y our work a nd use c orrect n otation.1. ( 4+6 p oints) L etf (x, y)( a) F ind t he l argest d omain for f (x, y).=VXY Ixl + Iyl J. r LI 1s+ J. o n cA.-1., ( 0 v\s 'lTI 0'" ~ L.c 1'1 7/ . ~) 3'~
SIU Carbondale - MATH - MATH 201
Q UIZ 4N ame:R EMEMBER! Sho\' d etails o f y our work a.nd use c orrect n otation.1. ( 10 p oints) G iven the planes x - z = 1 a nd y+z =3.a) F ind t he n ormal v ector n l to t he first plane a nd t he n ormal v ector n 2 t o t he s econd plane. ~
SIU Carbondale - MATH - MATH 201
Q lJIZ 5N ame:1.(10 pLH) ,[I1cU);.1LO l he tIlC point, (_, , ).l 1laxil1JUnld ircctiowtl d erivative of .1"(:]:, y , z)(i1.-3te)I LJ .':tJ,0 0~ti<:l ~ ('2-) ~ I e' -LlYt32. ( 10 p ts) T Il(' pa.th o [ a pc ticlc i ll spa.<.:c is g ive
SIU Carbondale - MATH - MATH 201
Q UIZN ame:K~<Show de ails of y our work a nd use c orrect n otation.13(a) .R EMEl\IIBER!(5+5+5 p oints) LetlOJY1j'1 s in(l +3 T ) dTdy;) S ketch t he region of i ntegrationSolution.(b) , C hange t he o rder of i ntegrationSolution.(c).)
SIU Carbondale - MATH - MATH 201
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SIU Carbondale - MATH - MATH 201
M ath 2 50Y our N ameE xam 1Your S ignature[S pring 2 007I1< t Y~S tudent ID Give your answers in exact form. Do n ot give decimal approximations. G raphing c alculators are n ot allowed. In o rder to receive credit, you m ust s how your wo
SIU Carbondale - MATH - MATH 201
SIU Carbondale - MATH - MATH 201
Q UIZ 2N ame:R EMEMBER!Show details of your work a nd use correct n otation.1. (6 p oints) L et u = < 4, - 3,1 > a nd v = 2i+ 4j + 4k.F ind:a )The d ot p roduct of u a nd v."'.v~.c g-l-'\.t"Lt=ob)The cross p roduct ? f u a. d v . n\( \ 1"'"
SIU Carbondale - MATH - MATH 201
Q UIZ 3N ame:R EMEMBER! Show details of your work a nd use correct notation.1. ( 10 p oints) F ind an e quation for t he p lane t hat p asses t hrough t h i i a nd whose nor mal v ector is parallel t o t he line of intersection of t he p lanes 2 x+y+ -
SIU Carbondale - MATH - MATH 201
Q UIZ 4N ame:R EMEMBER!k f- YShow details of y our work a nd use correct n otation.1. ( 4+6 p oints) L etf (x, y)a. F ind t he l argest d omain for=Ixl + IylVXYy. 'j 7 / 0 -"'",~4 \l.It" .~o-\-"'~"'b.,.~),+-"-f (x, y).~"'1":., (~"'\.J
SIU Carbondale - MATH - MATH 201
QUIZ 5N ame:K C:- "<Show details of y our work a nd use correct notation.R EMEMBER!11.( 5+5+5 p oints) L etr io(a) ;) Sketch t he region of integration1 /1v'Ys in(l+ x 3 ) d x dySolution.lb), C hange t he o rder of i ntegrationS olution,
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Q UIZ 6N ame:R EMEMBER!Show d etails of y our w ork a nd use correct n otation.2. ( 10 p oints) F ind t he s urface a rea of z = x vertices (0,0), ( 0,1), a nd ( 1,1).+ y2a bove t hc t riangle in t he x y- with~)C-=- 1)1 'j=2'jS" ():: cfw_;. J~
SIU Carbondale - MATH - MATH 201
Conic SectionsA circle is the set of all points in a plane a fixed distance r (the radius) from a fixed point C (the center). ( x h ) 2 + ( y k ) 2 = r 2 where (h, k ) is the center and r is the radius.An ellipse is the set of all points in a plane, the
SIU Carbondale - MATH - MATH 201
QuizThese problems will count as a quiz grade. You must show all your work on a separate piece of paper. You may work individually or in groups on this assignment. If you work in a group you may turn in one set of work for the entire group (be sure to in
SIU Carbondale - MATH - MATH 201
SIU Carbondale - MATH - MATH 201