File by Mail Instructions for your 2012 Federal Tax Return Important: Your taxes are not finished until all required steps are completed.

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "File by Mail Instructions for your 2012 Federal Tax Return Important: Your taxes are not finished until all required steps are completed."

Transcription

1 File by Mail Instructions for your 0 Federal Tax Return Important: Your taxes are not finished until all required steps are completed. (If you prefer, you can still e-file. Go to the end of these instructions for more information.) Freida K Bailey P.O. Box Gracemont, OK 70 Balance Your federal tax return (Form 00) shows you are due a refund of Due/ $,06.. Refund What You Your tax return - The official return for mailing is included in Need to this printout. Remember to sign and date the return. Mail Attach the first copy or Copy B of Form(s) W- to the front of your Form 00. Mail your return and attachments to: Department of the Treasury Internal Revenue Service Center Fresno, CA Deadline: Postmarked by Monday, April 5, 0 Note: Your state return may be due on a different date. Please review your state filing instructions. Don't forget correct postage on the envelope. What You Keep these instructions and a copy of your return for your records. Need to If you did not print one before closing TurboTax, go back to the Keep program and select File tab, then select the Print for Your Records category. 0 Adjusted Gross Income $ 9,7. Federal Taxable Income $ 8,. Tax Total Tax $ 7,59. Return Total Payments/Credits $ 8,65. Summary Amount to be Refunded $,06. Effective Tax Rate 8.6% Changed You can still file electronically. Just go back to TurboTax, select Your Mind the File tab, then select the E-file category. We'll walk you About through the process. Once you file, we will let you know if your e-filing? return is accepted (or rejected) by the Internal Revenue Service. Page of

2 Hi Freida, We just want to thank you for using TurboTax this year! It's our goal to make your taxes easy and accurate, year after year. With TurboTax Home & Business: Your Head Start On Next Year: When you come back next year, taxes will be so easy! All your information will be saved and ready to transfer in to your new return. We'll ask you questions about what changed since we last talked, and we'll be ready to get you the credits and deductions you deserve, no matter what life throws at you. Here's the final wrap up for your 0 taxes: Your federal refund is: $,06. Your Guarantee of Accuracy: Breathe easy. The calculations on your return are backed with our % Accuracy Guarantee. - We double checked your return for errors along the way. - We helped with step-by-step guidance to get your answers on the right IRS forms. - We asked you specific questions related to your business and found all the related deductions. - We made sure you didn't miss a deduction even if something in your life changed, like a new job, new house - or more kids! Also included: - We provide the Audit Support Center free of charge, in the unlikely event you get audited. Many happy returns from TurboTax.

3 Freida K Bailey P.O. Box Gracemont OK 70 Paul R Bailey 9,56.,. -,7. 9,7. BAA REV 0/07/ TTO 9,7.

4 9,7. 5, ,.,8. 8,. 7,59. 7,59. 7,59. 8,65. 7,59. X X X X X X X X X X X X X X X X X X X X X X X X X X 8,65.,06.,06. Loan Specialist (05)9-87 SELF PREPARED REV 0/07/ TTO

5 SCHEDULE E (Form 00) Department of the Treasury Internal Revenue Service (99) Name(s) shown on return Supplemental Income and Loss (From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.) Attach to Form 00, 00NR, or Form 0. Information about Schedule E and its separate instructions is at OMB No Attachment Sequence No. Your social security number Freida K Bailey Part I Income or Loss From Rental Real Estate and Royalties Note. If you are in the business of renting personal property, use Schedule C or C-EZ (see instructions). If you are an individual, report farm rental income or loss from Form 85 on page, line 0. A Did you make any payments in 0 that would require you to file Form(s) 099? (see instructions) Yes No B If Yes, did you or will you file required Forms 099? Yes No a Physical address of each property (street, city, state, ZIP code) A 0 Hallock Gracemont OK 70 B C b Type of Property A B C For each rental real estate property listed Personal Use Fair Rental Days (from list below) above, report the number of fair rental and Days personal use days. Check the QJV box only if you meet the requirements to file as 60 0 a qualified joint venture. See instructions. Type of Property: Single Family Residence Multi-Family Residence Vacation/Short-Term Rental Commercial 5 Land 6 Royalties 7 Self-Rental 8 Other (describe) Income: Properties: A B C Rents received Royalties received Expenses: 5 Advertising Auto and travel (see instructions) Cleaning and maintenance Commissions Insurance Legal and other professional fees Management fees Mortgage interest paid to banks, etc. (see instructions) 8. Other interest Repairs Supplies Taxes Utilities Depreciation expense or depletion Other (list) 9 0 Total expenses. Add lines 5 through ,77. Subtract line 0 from line (rents) and/or (royalties). If result is a (loss), see instructions to find out if you must file Form ,077. Deductible rental real estate loss after limitation, if any, on Form 858 (see instructions) (,7. ) ( ) ( ) a Total of all amounts reported on line for all rental properties.... a. b Total of all amounts reported on line for all royalty properties.... b c Total of all amounts reported on line for all properties c 8. d Total of all amounts reported on line 8 for all properties d 87. e Total of all amounts reported on line 0 for all properties e,77. Income. Add positive amounts shown on line. Do not include any losses Losses. Add royalty losses from line and rental real estate losses from line. Enter total losses here 5 (,7. ) 6 Total rental real estate and royalty income or (loss). Combine lines and 5. Enter the result here. If Parts II, III, IV, and line 0 on page do not apply to you, also enter this amount on Form 00, line 7, or Form 00NR, line 8. Otherwise, include this amount in the total on line on page For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 0/0/ TTO Schedule E (Form 00) 0 A B C QJV -,7.

6 Form 797 Department of the Treasury Internal Revenue Service Sales of Business Property (Also Involuntary Conversions and Recapture Amounts Under Sections 79 and 80F(b)()) Attach to your tax return. Information about Form 797 and its separate instructions is at OMB No Attachment Sequence No. 7 Name(s) shown on return Identifying number Freida K Bailey Enter the gross proceeds from sales or exchanges reported to you for 0 on Form(s) 099-B or 099-S (or substitute statement) that you are including on line, 0, or 0 (see instructions) Part I Sales or Exchanges of Property Used in a Trade or Business and Involuntary Conversions From Other Than Casualty or Theft Most Property Held More Than Year (see instructions) (a) Description of property (b) Date acquired (mo., day, yr.) (c) Date sold (mo., day, yr.) (d) Gross sales price (e) Depreciation allowed or allowable since acquisition (f) Cost or other basis, plus improvements and expense of sale (g) Gain or (loss) Subtract (f) from the sum of (d) and (e) Gain, if any, from Form 68, line Section gain from installment sales from Form 65, line 6 or Section gain or (loss) from like-kind exchanges from Form Gain, if any, from line, from other than casualty or theft Combine lines through 6. Enter the gain or (loss) here and on the appropriate line as follows: Partnerships (except electing large partnerships) and S corporations. Report the gain or (loss) following the instructions for Form 065, Schedule K, line 0, or Form 0S, Schedule K, line 9. Skip lines 8, 9,, and below. Individuals, partners, S corporation shareholders, and all others. If line 7 is zero or a loss, enter the amount from line 7 on line below and skip lines 8 and 9. If line 7 is a gain and you did not have any prior year section losses, or they were recaptured in an earlier year, enter the gain from line 7 as a long-term capital gain on the Schedule D filed with your return and skip lines 8, 9,, and below. 8 Nonrecaptured net section losses from prior years (see instructions) Subtract line 8 from line 7. If zero or less, enter -0-. If line 9 is zero, enter the gain from line 7 on line below. If line 9 is more than zero, enter the amount from line 8 on line below and enter the gain from line 9 as a long-term capital gain on the Schedule D filed with your return (see instructions) Part II Ordinary Gains and Losses (see instructions) 0 Ordinary gains and losses not included on lines through 6 (include property held year or less): Loss, if any, from line ( ) Gain, if any, from line 7 or amount from line 8, if applicable Gain, if any, from line Net gain or (loss) from Form 68, lines and 8a Ordinary gain from installment sales from Form 65, line 5 or Ordinary gain or (loss) from like-kind exchanges from Form Combine lines 0 through For all except individual returns, enter the amount from line 7 on the appropriate line of your return and skip lines a and b below. For individual returns, complete lines a and b below: a If the loss on line includes a loss from Form 68, line 5, column (b)(ii), enter that part of the loss here. Enter the part of the loss from income-producing property on Schedule A (Form 00), line 8, and the part of the loss from property used as an employee on Schedule A (Form 00), line. Identify as from Form 797, line 8a. See instructions.. 8a b Redetermine the gain or (loss) on line 7 excluding the loss, if any, on line 8a. Enter here and on Form 00, line 8b,.,.,. For Paperwork Reduction Act Notice, see separate instructions. BAA REV /8/ TTO Form 797 (0)

7 Form 797 (0) Page Part III Gain From Disposition of Property Under Sections 5, 50, 5, 5, and 55 (see instructions) 9 (a) Description of section 5, 50, 5, 5, or 55 property: A B C D (b) Date acquired (mo., day, yr.) (c) Date sold (mo., day, yr.) sold 0 Hallock 07/0/0 /0/0 These columns relate to the properties on lines 9A through 9D. 0 Gross sales price (Note: See line before completing.). 0 Cost or other basis plus expense of sale..... Depreciation (or depletion) allowed or allowable... Adjusted basis. Subtract line from line.... Property A Property B Property C Property D 5,0. 5,0.,.,667. Total gain. Subtract line from line If section 5 property: a Depreciation allowed or allowable from line... 5a b Enter the smaller of line or 5a b 6 If section 50 property: If straight line depreciation was used, enter -0- on line 6g, except for a corporation subject to section 9. a Additional depreciation after 975 (see instructions). 6a b Applicable percentage multiplied by the smaller of line or line 6a (see instructions) b c Subtract line 6a from line. If residential rental property or line is not more than line 6a, skip lines 6d and 6e 6c d Additional depreciation after 969 and before d e Enter the smaller of line 6c or 6d e f Section 9 amount (corporations only) f g Add lines 6b, 6e, and 6f g 7 If section 5 property: Skip this section if you did not dispose of farmland or if this form is being completed for a partnership (other than an electing large partnership). a Soil, water, and land clearing expenses a b Line 7a multiplied by applicable percentage (see instructions) 7b c Enter the smaller of line or 7b c 8 If section 5 property: a Intangible drilling and development costs, expenditures for development of mines and other natural deposits, mining exploration costs, and depletion (see instructions) a b Enter the smaller of line or 8a b 9 If section 55 property: a Applicable percentage of payments excluded from income under section 6 (see instructions).... 9a b Enter the smaller of line or 9a (see instructions). 9b Summary of Part III Gains. Complete property columns A through D through line 9b before going to line 0. 0 Total gains for all properties. Add property columns A through D, line Add property columns A through D, lines 5b, 6g, 7c, 8b, and 9b. Enter here and on line Subtract line from line 0. Enter the portion from casualty or theft on Form 68, line. Enter the portion from other than casualty or theft on Form 797, line Part IV Recapture Amounts Under Sections 79 and 80F(b)() When Business Use Drops to 50% or Less (see instructions) Section 79 expense deduction or depreciation allowable in prior years Recomputed depreciation (see instructions) Recapture amount. Subtract line from line. See the instructions for where to report.. 5 REV /8/ TTO,.,.,. (a) Section 79,.,. (b) Section 80F(b)() 0. Form 797 (0)

8 File by Mail Instructions for your 0 Oklahoma Tax Return Important: Your taxes are not finished until all required steps are completed. (If you prefer, you can still e-file. Go to the end of these instructions for more information.) Freida K Bailey P.O. Box Gracemont, OK 70 Balance Your Oklahoma state tax return (Form 5) shows you owe a balance due Due/ of $85.. Refund You are paying by check. What You Your tax return - The official return for mailing is included in Need to this printout. Remember to sign and date the return. Mail Your payment - Mail a check or money order for $85., payable to "Oklahoma Tax Commission". Write your Social Security number and "0 Form 5" on the check. Mail the return and check together. Enclose copies of your Form(s) W-, 099 or other withholding statements with your return. Mail your return, attachments and payment to: Oklahoma Tax Commission Income Tax -D Return P.O. Box 6905 Oklahoma City, OK Deadline: Postmarked by April 5, 0 Don't forget correct postage on the envelope. What You Keep these instructions and a copy of your return for your records. Need to If you did not print one before closing TurboTax, go back to the Keep program and select File tab, then select the Print for Your Records category. 0 Taxable Income $ 87,. Oklahoma Total Tax $,69. Tax Total Payments/Credits $,909. Return Payment Due $ 85. Summary Estimated Oklahoma Estimated Payment Vouchers for 0 - Do not mail the Payments to following vouchers (Form OW-8-ES) with your 0 income tax return. Make for Next These vouchers are used to prepay your 0 income taxes that will be Year's Return filed next year. Page of

9 File by Mail Instructions for your 0 Oklahoma Tax Return Important: Your taxes are not finished until all required steps are completed. (If you prefer, you can still e-file. Go to the end of these instructions for more information.) Freida K Bailey P.O. Box Gracemont, OK 70 Estimated Mail payments according to the schedule below: Payments to Make for Next Voucher Number Due Date Amount Year's Return 0/5/0 $ 8. (Continued) 06/7/0 $ 8. 09/6/0 $ 8. 0/5/0 $ 8. Include a separate check or money order for each payment payable to the Oklahoma Tax Commission. Write your social security number or federal employer identification number on each check. Please mail your payments to the following address: Oklahoma Tax Commission PO Box 6907 Oklahoma City OK Special Your printed state tax forms may have special formatting on them, Formatting such as bar codes or other symbols. This is to enable fast processing. Don't worry, these forms have been approved by your taxing authority and are acceptable for printing and mailing. Changed You can still file electronically. Just go back to TurboTax, select Your Mind the File tab, then select the E-file category. We'll walk you About through the process. Once you file, we will let you know if your e-filing? return is accepted (or rejected) by the state taxing agency. Page of

10 ITE 05 ITE0-7-0-IT Tax Year 0 Worksheet for Individuals See the general instructions for additional filing information Estimated total income for tax year (less income exempt by statute) Estimated deductions (standard or itemized) Exemptions ($0 for each exemption) Total deductions (add lines and ) Estimated taxable income (subtract line from line ) Estimated Oklahoma tax * Estimated Oklahoma income tax credits Estimated Oklahoma income tax liability (subtract line 7 from 6) A. Multiply line 8 by 70% B. Enter the tax liability shown on your previous year s tax return C. Enter the smaller of line 9a or 9b. This is your required annual payment to avoid underpayment interest Estimated amount of withholding Subtract line 0 from line 9c (Note: If zero or less, or line 8 minus line 0 is less than $5, stop here. You are not required to make estimated tax payments.) Amount to be paid with each voucher (if paid quarterly, / of line ) * The following applies to part-year and nonresident taxpayers who will be filing Form 5 NR. Lines through 5 shall be calculated as if all income were earned in Oklahoma. ) Using the amount from line 5, calculate the tax; this is the base tax and will be prorated for line 6. ) To calculate line 6, first estimate your income from Oklahoma sources. Divide your income from Oklahoma sources by the amount on line. ) Multiply this percentage by the base tax and enter the result on line 6. This is your estimated Oklahoma tax liability. Complete the remainder of the worksheet as directed. The Oklahoma Tax Commission is not required to give actual notice of changes in any state tax law. Do not fold, staple or paper clip Record of Estimated Tax Payments Quarter Date Paid Amount Applied from 0 Tax Return... Total Write only in white areas ITE 05 Oklahoma Individual Estimated Tax Fourth Quarter A For Tax Year B Quarter C Taxpayer s SSN OW-8-ES Revised 0-0 REV // TTO D Spouse s SSN E Address Change F Payment Due Date (for calendar year) * /5/0 FREIDA K BAILEY P.O. BOX GF Dollars Cents Amount Paid GRACEMONT OK 70 #555# Name Address City State Zip

11 ITE 05 ITE0-7-0-IT Tax Year 0 Worksheet for Individuals See the general instructions for additional filing information Estimated total income for tax year (less income exempt by statute) Estimated deductions (standard or itemized) Exemptions ($0 for each exemption) Total deductions (add lines and ) Estimated taxable income (subtract line from line ) Estimated Oklahoma tax * Estimated Oklahoma income tax credits Estimated Oklahoma income tax liability (subtract line 7 from 6) A. Multiply line 8 by 70% B. Enter the tax liability shown on your previous year s tax return C. Enter the smaller of line 9a or 9b. This is your required annual payment to avoid underpayment interest Estimated amount of withholding Subtract line 0 from line 9c (Note: If zero or less, or line 8 minus line 0 is less than $5, stop here. You are not required to make estimated tax payments.) Amount to be paid with each voucher (if paid quarterly, / of line ) * The following applies to part-year and nonresident taxpayers who will be filing Form 5 NR. Lines through 5 shall be calculated as if all income were earned in Oklahoma. ) Using the amount from line 5, calculate the tax; this is the base tax and will be prorated for line 6. ) To calculate line 6, first estimate your income from Oklahoma sources. Divide your income from Oklahoma sources by the amount on line. ) Multiply this percentage by the base tax and enter the result on line 6. This is your estimated Oklahoma tax liability. Complete the remainder of the worksheet as directed. The Oklahoma Tax Commission is not required to give actual notice of changes in any state tax law. Do not fold, staple or paper clip Record of Estimated Tax Payments Quarter Date Paid Amount Applied from 0 Tax Return... Total Write only in white areas ITE 05 Oklahoma Individual Estimated Tax Fourth Quarter A For Tax Year B Quarter C Taxpayer s SSN OW-8-ES Revised 0-0 REV // TTO D Spouse s SSN E Address Change F Payment Due Date (for calendar year) * /7/0 FREIDA K BAILEY P.O. BOX GF Dollars Cents Amount Paid GRACEMONT OK 70 #555# Name Address City State Zip

12 ITE 05 ITE0-7-0-IT Tax Year 0 Worksheet for Individuals See the general instructions for additional filing information Estimated total income for tax year (less income exempt by statute) Estimated deductions (standard or itemized) Exemptions ($0 for each exemption) Total deductions (add lines and ) Estimated taxable income (subtract line from line ) Estimated Oklahoma tax * Estimated Oklahoma income tax credits Estimated Oklahoma income tax liability (subtract line 7 from 6) A. Multiply line 8 by 70% B. Enter the tax liability shown on your previous year s tax return C. Enter the smaller of line 9a or 9b. This is your required annual payment to avoid underpayment interest Estimated amount of withholding Subtract line 0 from line 9c (Note: If zero or less, or line 8 minus line 0 is less than $5, stop here. You are not required to make estimated tax payments.) Amount to be paid with each voucher (if paid quarterly, / of line ) * The following applies to part-year and nonresident taxpayers who will be filing Form 5 NR. Lines through 5 shall be calculated as if all income were earned in Oklahoma. ) Using the amount from line 5, calculate the tax; this is the base tax and will be prorated for line 6. ) To calculate line 6, first estimate your income from Oklahoma sources. Divide your income from Oklahoma sources by the amount on line. ) Multiply this percentage by the base tax and enter the result on line 6. This is your estimated Oklahoma tax liability. Complete the remainder of the worksheet as directed. The Oklahoma Tax Commission is not required to give actual notice of changes in any state tax law. Do not fold, staple or paper clip Record of Estimated Tax Payments Quarter Date Paid Amount Applied from 0 Tax Return... Total Write only in white areas ITE 05 Oklahoma Individual Estimated Tax Fourth Quarter A For Tax Year B Quarter C Taxpayer s SSN OW-8-ES Revised 0-0 REV // TTO D Spouse s SSN E Address Change F Payment Due Date (for calendar year) * /6/0 FREIDA K BAILEY P.O. BOX GF Dollars Cents Amount Paid GRACEMONT OK 70 #555# Name Address City State Zip

13 ITE 05 ITE0-7-0-IT Tax Year 0 Worksheet for Individuals See the general instructions for additional filing information Estimated total income for tax year (less income exempt by statute) Estimated deductions (standard or itemized) Exemptions ($0 for each exemption) Total deductions (add lines and ) Estimated taxable income (subtract line from line ) Estimated Oklahoma tax * Estimated Oklahoma income tax credits Estimated Oklahoma income tax liability (subtract line 7 from 6) A. Multiply line 8 by 70% B. Enter the tax liability shown on your previous year s tax return C. Enter the smaller of line 9a or 9b. This is your required annual payment to avoid underpayment interest Estimated amount of withholding Subtract line 0 from line 9c (Note: If zero or less, or line 8 minus line 0 is less than $5, stop here. You are not required to make estimated tax payments.) Amount to be paid with each voucher (if paid quarterly, / of line ) * The following applies to part-year and nonresident taxpayers who will be filing Form 5 NR. Lines through 5 shall be calculated as if all income were earned in Oklahoma. ) Using the amount from line 5, calculate the tax; this is the base tax and will be prorated for line 6. ) To calculate line 6, first estimate your income from Oklahoma sources. Divide your income from Oklahoma sources by the amount on line. ) Multiply this percentage by the base tax and enter the result on line 6. This is your estimated Oklahoma tax liability. Complete the remainder of the worksheet as directed. The Oklahoma Tax Commission is not required to give actual notice of changes in any state tax law. Do not fold, staple or paper clip Record of Estimated Tax Payments Quarter Date Paid Amount Applied from 0 Tax Return... Total Write only in white areas ITE 05 Oklahoma Individual Estimated Tax Fourth Quarter A For Tax Year B Quarter C Taxpayer s SSN OW-8-ES Revised 0-0 REV // TTO D Spouse s SSN E Address Change F Payment Due Date (for calendar year) * /5/0 FREIDA K BAILEY P.O. BOX GF Dollars Cents Amount Paid GRACEMONT OK 70 #555# Name Address City State Zip

14 #555# Oklahoma Resident Income Tax Return Your Social Security Number Place an X in this box if this taxpayer is deceased Form 5-0 Spouse s Social Security Number (joint return only) Place an X in this box if this taxpayer is deceased Name and Address Please Print or Type Your first name, middle initial and last name FREIDA K BAILEY If a joint return, spouse s first name, middle initial and last name Mailing address (number and street, including apartment number, rural route or PO Box) P.O. BOX City, State and Zip GRACEMONT OK 70 Not Required to File Place an X in this box if you do not have sufficient gross income to require you to file a Federal return. (see instructions) Filing Status 5 Single Married filing joint return (even if only one had income) Married filing separate If spouse is also filing, PAUL R BAILEY list SSN and name in box: Head of household with qualifying person Qualifying widow(er) with dependent child Please list the year spouse died in box at right: Age 65 or Over? (Please see instructions) Yourself Spouse Exemptions * NOTE: If claiming Special Exemption, see instructions on page 7 of 5 Packet. Yourself Spouse Regular + + = Number of dependent children Number of other dependents * Special Blind = 0 = = Add the Totals from the boxes. Write the Total in the box below. Total = Note: If you may be claimed as a dependent on another return, enter 0 for your regular exemption. Part One: To Arrive at Oklahoma Adjusted Gross Income If you are not required to file, see page 5 of the 5 Packet. If line 7 is different than line, enclose a copy of your Federal return Federal adjusted gross income (from Federal 00, 00A, or 00EZ).. Oklahoma Subtractions (enclose Schedule 5-A) Line minus line Out-of-state income, except wages. Describe (a) (Enclose Federal schedule with detailed description; see instructions) Line minus line b Oklahoma Additions (enclose Schedule 5-B) Oklahoma adjusted gross income (line 5 plus line 6) Part Two: Oklahoma Taxable Income, Tax and Credits Oklahoma Standard Deduction: Single or Married Filing Separate: $5,950 Married Filing Joint or Qualifying Widow(er): $,9 Head of Household: $8,7 Itemized Deductions: Enclose copy of the Federal Schedule A. b Round to Nearest Whole Dollar Oklahoma Adjustments (enclose Schedule 5-C) Oklahoma income after adjustments (line 7 minus line 8) STOP AND READ: If line b is zero, complete lines 0-. If line b is more than zero, see Schedule 5-D and do not complete lines Oklahoma standard deduction or Federal itemized deductions Exemptions ($,0 x total number of exemptions claimed above) Total deductions and exemptions (add lines 0 and or amount from Sch. 5-D, line 5) Oklahoma Taxable Income (line 9 minus line ) Oklahoma Income Tax from Tax Table (see pages 0- of instructions) 87 If using Farm Income Averaging, enter tax from Form 57, line and enter a in box. If paying the Health Savings Account additional 0% tax, add additional tax here and enter a in box. 69 STOP AND READ: If line 7 is equal to or larger than line, complete line 5. If line 7 is smaller than line, complete Schedule 5-E. 5 Oklahoma child care/child tax credit (see instructions) Credit for taxes paid to another state (enclose Form 5TX) Form 5CR - Other Credits Form. List 5CR line number claimed here Income Tax (line minus lines 5-7) Do not enter less than zero DO NOT PAY THIS AMOUNT. PAYMENT IS FIGURED ON LINE REV // TTO

15 ... 0 Form 5 - Resident Income Tax Return - Page Name(s) shown on Form 5: FREIDA K BAILEY Security Number: Part Three: Tax, Credits and Payments 9 0 Total from line Use tax due on Internet, mail order, or other out-of-state purchases... 0 If you certify that no use tax is due, place an X here 69 Business Activity Tax (enclose Form 5-BAT)... 5 Balance (add lines 9, 0 and )... 9 Oklahoma withholding estimated tax payments (qualified farmer ) payment with extension For use tax table, see page of the 5 Packet. Enclose all W-s, 099s or other withholding statements. See back of Form 58-S or 5 Packet for further information. Low Income Property Tax Credit (enclose Form 58-H)..6 Sales Tax Relief Credit (enclose Form 58-S)... 7 Oklahoma Earned Income Credit (see instructions) (If line 7 is equal to or more than line, complete line 8. If line 7 is smaller than line, complete Schedule 5-F. If you are not required to file, see Not Required to File on page 5 of the 5 Packet for instructions)...8. Your Social 9 Total payments and credits (add lines -8)...9 Part Four: Refund 0 If line 9 is more than line, subtract line from line 9. This is your overpayment.. 0 Amount of line 0 to be applied to 0 estimated tax. For further information regarding estimated tax, see page 5 of the 5 Packet. #555# Schedule 5-G provides you with the opportunity to make a financial gift from your refund to a variety of Oklahoma organizations. Please place the line number of the organization from Schedule 5-G in the box below. If you give to more than one organization, put a 99 in the box. Enclose Schedule 5-G Donations from your refund (total from Schedule 5-G). Total deductions from refund (add lines and )... Amount to be refunded to you (line 0 minus line ) Direct Deposit Note: For Direct Deposit Information see the 5 Packet. If you do not have your refund deposited directly into your bank account, you will receive a debit card. For debit card information see All About Refunds in the 5 Packet. Part Five: Amount You Owe If you have an underpayment of estimated tax (line 8) & overpayment (line 0), see instructions If line is more than line 9, subtract line 9 from line. This is your tax due...5 Donation: Eastern Red Cedar Revolving Fund... $ $5 $ 6 Donation: Public School Classroom Support Fund... $ $5 $ 7 Underpayment of estimated tax interest (annualized installment method )...8 For delinquent payment (add penalty of 5% plus interest at.5% per month). 9 Total tax, donation, penalty and interest (add lines 5-9)... 0 Under penalty of perjury, I declare the information contained in this document, and all attachments and schedules, is true and correct to the best of my knowledge and belief. Is this refund going to or through an account that is located outside of the United States? Yes No Deposit my refund in my: checking account savings account Routing Number: Account Number: Place an X in this box if the Oklahoma Tax Commission may discuss this return with your tax preparer Taxpayer s signature Date Spouse s signature Date Paid Preparer s signature Date SELF PREPARED Taxpayer s occupation Daytime Phone (optional) LOAN SPECIALIST Spouse s occupation Daytime Phone (optional) Do not staple documentation to this form. To attach items, please use a paper clip. Mailing Address for this form: P.O. Box 68, Oklahoma City, OK The Oklahoma Tax Commission is not required to give actual notice to taxpayers of changes in any state tax law. Paid Preparer s address and phone number Paid Preparer s PTIN REV // TTO

16 #555# ITI Oklahoma Business Activity Tax for Individuals Who Have A Sole Proprietorship or Report Farm Income Form 5-BAT-0 Your Social Security Number: Your first name, middle initial and last name FREIDA K BAILEY K BAILEY Mailing address (number and street, including apartment, or rural route) P.O. BOX City, State and Zip GRACEMONT OK 70 NAICS Code (This is shown in Box B of your primary Federal Schedule C/C-EZ or Schedule F) Check this box if you began doing business in Oklahoma during 0... General Information Every sole proprietor or farmer, except single-member limited liability companies (LLCs), doing business in Oklahoma is required to file a Form 5-BAT. All LLCs, including those that are disregarded entities for Federal income tax purposes, are now required to file Form BT-90. If filing a joint income tax return and both spouses are doing business in Oklahoma, complete one Form 5-BAT. If you began doing business in Oklahoma prior to January, 0 you are subject to an annual Business Activity Tax of $5. This tax will be entered on Form 5, line or Form 5NR, line. When timely paid, you are entitled to a nonrefundable income tax credit on Form 5, line 7 or Form 5NR, line 8; see Form 5CR, line for more information. All individuals complete Part. If you are not required to file an Oklahoma individual income tax return, also complete Part below. The tax is due the same date as the individual income tax return, April 5, 0. Part - Income and Deductions Total Revenue... Allowable Ordinary Trade or Business Expenses... Net Revenue (line minus line )... Round to Nearest Whole Dollar 0 NOTE: If you are filing an Oklahoma income tax return, do not complete part. Instead enclose this form with your return. The Business Activity Tax of $5 will be entered on Form 5, line or Form 5NR, line. Part - Business Activity Tax (if you are not filing an Oklahoma Individual Income Tax Return) If you are not filing an Oklahoma Individual Income Tax Return and you began your business prior to January, 0, you must pay the Business Activity Tax of $5 with this form. Enter the Business Activity Tax here... Signature: Under penalties of perjury, I declare that I have examined this return, including any accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. If prepared by person other than the taxpayer, this declaration is based on all information of which preparer has any knowledge. Your signature Date Signature of preparer Date Your printed name Printed name SELF-PREPARED Preparer s address Phone number REV // TTO

Colorado Severance Tax Booklet

Colorado Severance Tax Booklet (06/19/15) Colorado Severance Tax Booklet THIS BOOKLET CONTAINS: DR 0021 Oil and Gas Severance Tax Return DR 0021D Oil and Gas Severance Tax Computation Schedule DR 0021S Application for Extension of Time

More information

1040 U.S. Individual Income Tax Return 2015

1040 U.S. Individual Income Tax Return 2015 Form Department of the Treasury - Internal Revenue Service (99) 040 U.S. Individual Income Tax Return OMB No. 545-0074 For the year Jan. -Dec. 3,, or other tax year beginning,, ending, 20 Your first name

More information

Arizona Form 2013 Individual Amended Income Tax Return 140X

Arizona Form 2013 Individual Amended Income Tax Return 140X Arizona Form 2013 Individual Amended Income Tax Return 140X Phone Numbers For information or help, call one of the numbers listed: Phoenix (602) 255-3381 From area codes 520 and 928, toll-free (800) 352-4090

More information

COVER PAGE. Filing Checklist for 2013 Tax Return Filed On Standard Forms. Prepared on: 01/30/2014 09:52:47 am

COVER PAGE. Filing Checklist for 2013 Tax Return Filed On Standard Forms. Prepared on: 01/30/2014 09:52:47 am COVER PAGE Filing Checklist for 23 Tax Return Filed On Standard Forms Prepared on: /3/24 9:52:47 am Return: C:\Users\Smokey\Desktop\Tax\23 Whittenburg\Ch. 8\Robert Ramos 23 Tax Return.T3 To file your 23

More information

2015 Universal IT 1040 Individual Income Tax Return

2015 Universal IT 1040 Individual Income Tax Return Rev. 11/15 Do not use staples. Use only black ink and UPPERCASE letters. 2015 Universal IT 1040 Individual Income Tax Return Note: For taxable year 2015 and forward this form encompasses the IT 1040 IT

More information

Individual Income Tax Return 2013. North Carolina Department of Revenue. You must enter your social security number(s) M.I. Spouse s Last Name

Individual Income Tax Return 2013. North Carolina Department of Revenue. You must enter your social security number(s) M.I. Spouse s Last Name Staple All Pages of Your Return Here D-4 Web Print in Black or Blue Ink Only No Pencil or Red Ink For calendar year or fiscal year beginning (MM-DD) Your First Name(USE CAPITAL LETTERS FOR YOUR NAME AND

More information

U.S. Income Tax Return for an S Corporation

U.S. Income Tax Return for an S Corporation Form 1120S U.S. Income Tax Return for an S Corporation Do not file this form unless the corporation has filed or is attaching Form 2553 to elect to be an S corporation. Information about Form 1120S and

More information

1040 U.S. Individual Income Tax Return 2013

1040 U.S. Individual Income Tax Return 2013 F or Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 23 m OMB No. 55-7 IRS Use Only Do not write or staple in this space. For the year Jan. Dec. 3, 23, or other

More information

SALE BY TRUSTEE IN BANKRUPTCY 1003.10

SALE BY TRUSTEE IN BANKRUPTCY 1003.10 SALE BY TRUSTEE IN BANKRUPTCY 1003.10 Sales by a trustee in bankruptcy are subject to the tax if made during the operation of the business of the debtor to the same extent as sales by other retailers.

More information

1040 U.S. Individual Income Tax Return 2013

1040 U.S. Individual Income Tax Return 2013 F or Department of the Treasury Internal Revenue Service (99) 1 U.S. Individual Income Tax Return 21 m OMB No. 155-7 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 1, 21, or

More information

1040 U.S. Individual Income Tax Return 2015

1040 U.S. Individual Income Tax Return 2015 Form - (99) 1040 U.S. Individual Tax Return For the year Jan. 1-Dec. 31,, or other tax year beginning,, ending, 20 Your first name and initial Last name If a joint return, spouse's first name and initial

More information

Number, street, and room or suite no. If a P.O. box, see the instructions. City or town, state or province, country, and ZIP or foreign postal code

Number, street, and room or suite no. If a P.O. box, see the instructions. City or town, state or province, country, and ZIP or foreign postal code Form 1065 Department of the Treasury Internal Revenue Service A Principal business activity U.S. Return of Partnership Income For calendar year 2015, or tax year beginning, 2015, ending, 20. Information

More information

U.S. Corporation Income Tax Return For calendar year 2015 or tax year beginning, 2015, ending, 20

U.S. Corporation Income Tax Return For calendar year 2015 or tax year beginning, 2015, ending, 20 Form 1120 Department of the Treasury Internal Revenue Service A Check if: 1a Consolidated return (attach Form 851). b Life/nonlife consolidated return... 2 Personal holding co. (attach Sch. PH).. 3 Personal

More information

2014 IT 1040 2014 IT 1040

2014 IT 1040 2014 IT 1040 Do not use staples. Use only black ink. Income Tax Return Taxpayer Social Security no. (required) If deceased Use UPPERCASE letters. check box Your first name M.I. Last name Spouse s Social Security no.

More information

Nebraska. Fiduciary Income Tax Booklet. Nebraska. Department of Revenue. ne dep of 8-305-97

Nebraska. Fiduciary Income Tax Booklet. Nebraska. Department of Revenue. ne dep of 8-305-97 1 9 9 7 Nebraska Fiduciary Income Tax Booklet ne dep of Nebraska Department of Revenue 8-305-97 1997 Nebraska Fiduciary Income Tax INSTRUCTIONS FIDUCIARY DEFINED. The term fiduciary means a trustee, personal

More information

IT-2105-I. New York State New York City Yonkers MCTMT

IT-2105-I. New York State New York City Yonkers MCTMT Department of Taxation and Finance Instructions for Form IT-2105 Estimated Tax Payment Voucher for Individuals New York State New York City Yonkers MCTMT IT-2105-I Did you know? You can pay your estimated

More information

ATTENTION: NEW NC-4 WITHHOLDING FORMS ENCLOSED

ATTENTION: NEW NC-4 WITHHOLDING FORMS ENCLOSED North Carolina Department of Revenue ATTENTION: NEW NC-4 WITHHOLDING FORMS ENCLOSED IMMEDIATE ACTION REQUIRED North Carolina Department of Revenue TO: IMPORTANT NOTICE: NEW NC-4 REQUIRED FOR PAYMENTS BEGINNING

More information

FORM NP OCCUPATIONAL LICENSE TAX NET PROFIT RETURN

FORM NP OCCUPATIONAL LICENSE TAX NET PROFIT RETURN City of Henderson PO Box 671 Henderson, KY 42419-0671 OCCUPATIONAL LICENSE TAX NET PROFIT RETURN DUE APRIL 15TH OR THE 15TH DAY OF THE 4TH MONTH FOLLOWING THE CLOSE OF THE FEDERAL TAX YEAR FORM NP Name

More information

Who Must Make Estimated Tax Payments

Who Must Make Estimated Tax Payments 2014 Form Estimated Income Tax for Estates and Trusts Section references are to the Internal Revenue Code unless otherwise noted. Future Developments For the latest information about developments related

More information

University of Northern Iowa

University of Northern Iowa University of Northern Iowa Direct Deposit of Payroll Authorization Form Name (Please Print) (Last, First, MI) UNI ID# I hereby authorize the University of Northern Iowa to initiate direct deposit credit

More information

Indi v idua l Income Tax. Farmland Preservation Tax Credit

Indi v idua l Income Tax. Farmland Preservation Tax Credit MICHIGAN 1040 CR-5 Indi v idua l Income Tax Farmland Preservation Tax Credit www.michigan.gov/taxes When e-filing your 2012 Farmland Preservation Tax Credit Claim (MI-1040CR-5) with your Michigan Individual

More information

Shareholder's Instructions for Schedule K-1 (Form 1120S)

Shareholder's Instructions for Schedule K-1 (Form 1120S) 2015 Shareholder's Instructions for Schedule K-1 (Form 1120S) Shareholder's Share of Income, Deductions, Credits, etc. (For Shareholder's Use Only) Department of the Treasury Internal Revenue Service Section

More information

2013 Montana Form 2. Individual Income Tax Forms and Instructions (Includes Form 2EC) MONTANA DEPARTMENT OF REVENUE

2013 Montana Form 2. Individual Income Tax Forms and Instructions (Includes Form 2EC) MONTANA DEPARTMENT OF REVENUE 2013 Montana Form 2 Individual Income Tax Forms and Instructions (Includes Form 2EC) MONTANA DEPARTMENT OF REVENUE Get Your Refund Faster - File Online! Check out the options at revenue.mt.gov. Choose

More information

Arizona Form 2014 Individual Amended Income Tax Return 140X

Arizona Form 2014 Individual Amended Income Tax Return 140X Arizona Form 2014 Individual Amended Income Tax Return 140X Phone Numbers For information or help, call one of the numbers listed: Phoenix (602) 255-3381 From area codes 520 and 928, toll-free (800) 352-4090

More information

D-76. District of Columbia (DC) Estate Tax Forms and Instructions For Estates of Individuals Who Died on January 1, 2011 or After

D-76. District of Columbia (DC) Estate Tax Forms and Instructions For Estates of Individuals Who Died on January 1, 2011 or After Government of the District of Columbia Office of the Chief Financial Officer Office of Tax and Revenue D-76 District of Columbia (DC) Estate Tax Forms and Instructions For Estates of Individuals Who Died

More information

NOL Worksheets. See Instruction 15.

NOL Worksheets. See Instruction 15. FORM AMENDED MARYLAND TAX RETURN Your first name and initial Last name Social security number Check here if you are: 65 or Blind over Spouse s first name and initial Last name Social security number Check

More information

Arizona Form 2002 Property Tax Refund (Credit) Claim 140PTC

Arizona Form 2002 Property Tax Refund (Credit) Claim 140PTC Arizona Form 2002 Property Tax Refund (Credit) Claim 140PTC NOTICE: If you are age 70 or over and meet certain tests, you may be able to defer the payment of your property taxes on your home. You should

More information

The Planner s Guide to the 1040 Form!

The Planner s Guide to the 1040 Form! The Planner s Guide to the 1040 Form! Unlocking the annuity and life insurance planning opportunities that other financial advisors are out of position to pursue. PLAN Noun - \plan\ Definition - A program

More information

Cut here and give this certificate to your employer. Keep the top portion for your records. North Carolina Department of Revenue

Cut here and give this certificate to your employer. Keep the top portion for your records. North Carolina Department of Revenue Web 2-15 NC-4 Employee s Withholding Allowance Certificate PURPOSE - Complete Form NC-4, Employee s Withholding Allowance Certificate, so that your employer can withhold the correct amount of State income

More information

IT-2105-I (5/15) New York State New York City Yonkers MCTMT

IT-2105-I (5/15) New York State New York City Yonkers MCTMT New York State Department of Taxation and Finance Instructions for Form IT-2105 Estimated Tax Payment Voucher for Individuals New York State New York City Yonkers MCTMT IT-2105-I (5/15) Did you know? You

More information

Part 4. Comprehensive Examples and Forms Example One: Active minister

Part 4. Comprehensive Examples and Forms Example One: Active minister Part 4. Comprehensive Examples and Forms Example One: Active minister te: This example is based on an illustrated example contained at the end of IRS Publication 517. Rev. John Michaels is the minister

More information

GENERAL INSTRUCTIONS FOR COMPLETING YOUR RETURN

GENERAL INSTRUCTIONS FOR COMPLETING YOUR RETURN GENERAL INSTRUCTIONS FOR COMPLETING YOUR RETURN PITTSBURGH CITY & SCHOOL DISTRICT The City of Pittsburgh Earned Income Tax is levied at the rate of 1% under ACT 511. The Pittsburgh School District Earned

More information

City or town State ZIP code +4 ME YE

City or town State ZIP code +4 ME YE $ OR FISCAL YEAR BEGINNING, ENDING Federal Employer Identification Number (9 digits) Applied for Date (MMDDYY) Print Using Blue or Black Ink Only Date of Organization or Incorporation (MMDDYY) Name Business

More information

New Hampshire Department of Revenue Administration

New Hampshire Department of Revenue Administration GENERAL INSTRUCTIONS FOR FILING BUSINESS ENTERPRISE & BUSINESS PROFITS TAXES GENERAL INSTRUCTIONS NEW SINCE 2010: Failure to Pay by Electronic Means. Effective August 13, 2010 the NH Legislature expanded

More information

*149980110000* $.00 x.20 = 2 $.00. Personal information Your social security number (SSN)

*149980110000* $.00 x.20 = 2 $.00. Personal information Your social security number (SSN) Government of the District of Columbia 2014 SCHEDULE H Homeowner and Renter Property Tax Credit Important: Read eligibility requirements before completing. Print in CAPITAL letters using black ink. Personal

More information

2015 Insurance Premium Tax Return for Life and Health Companies

2015 Insurance Premium Tax Return for Life and Health Companies 2015 Insurance Premium Tax Return for Life and Health Companies Due March 1, 2016 Check if: Amended Return Name of Insurance Company FEIN Minnesota Tax ID (required) M11L Page 1 Mailing Address Check if

More information

Florida Corporate Short Form Income Tax Return. For tax year beginning on or after January 1, 2013. (Continued on Page 2)

Florida Corporate Short Form Income Tax Return. For tax year beginning on or after January 1, 2013. (Continued on Page 2) FEIN: Taxable Year End: Florida Corporate Short Form Income Tax Return For tax year beginning on or after January 1 2013 Rule 12C-1.051 Florida Administrative Code Effective 01/14 Where to Send Payments

More information

2012 GRAND RAPIDS CORPORATION INCOME TAX FORM AND INSTRUCTIONS For use by corporations doing business in the City of Grand Rapids

2012 GRAND RAPIDS CORPORATION INCOME TAX FORM AND INSTRUCTIONS For use by corporations doing business in the City of Grand Rapids Grand Rapids Income Tax Department P.O. Box 109 Grand Rapids, Michigan 49501-0109 2012 GRAND RAPIDS CORPORATION INCOME TAX FORM AND INSTRUCTIONS For use by corporations doing business in the City of Grand

More information

Withholding Certificate for Pension or Annuity Payments

Withholding Certificate for Pension or Annuity Payments NC-4P Web 11-13! Withholding Certificate for Pension or Annuity Payments North Carolina Department of Revenue Important: You must complete a new Form NC-4P for tax year 2014. As a result of recent law

More information

City of Kansas City, Missouri - Revenue Division WAGE EARNER RETURN EARNINGS TAX. (816) 513-1120 www.kcmo.org/revenue Middle Name:

City of Kansas City, Missouri - Revenue Division WAGE EARNER RETURN EARNINGS TAX. (816) 513-1120 www.kcmo.org/revenue Middle Name: Phone: E-file: First Name: SSN: (816) 513-1120 www.kcmo.orgrevenue Middle Name: Last Name: Street Address: Unit: Account ID: City: State: ZIP: Period From: Period To: 1. Enter "X" in box if amended return

More information

CASE STUDY BORROWER. EVALUATING the Self-Employed Borrower. tax years 2015 and 2014 ABOUT JOHN AND GINNY BORROWER: JOHN IS A: GINNY IS AN:

CASE STUDY BORROWER. EVALUATING the Self-Employed Borrower. tax years 2015 and 2014 ABOUT JOHN AND GINNY BORROWER: JOHN IS A: GINNY IS AN: EVALUATING the Self-Employed Borrower CASE STUDY BORROWER tax years 2015 and 2014 ABOUT JOHN AND GINNY BORROWER: ff Filed joint tax returns ff Married with no dependents ff Own three rental properties

More information

2014 NC Individual Income Tax Instructions for Non-Resident Aliens (NRA) NC STATE TAX FORM INSTRUCTIONS FOR NON-RESIDENT ALIENS (NRAs)

2014 NC Individual Income Tax Instructions for Non-Resident Aliens (NRA) NC STATE TAX FORM INSTRUCTIONS FOR NON-RESIDENT ALIENS (NRAs) NC STATE TAX FORM INSTRUCTIONS FOR NON-RESIDENT ALIENS (NRAs) First of all, do you have to file Taxes with the State of North Carolina?? If you earned less than $7,500 either as a Single or Married Filing

More information

Oklahoma Tax Commission

Oklahoma Tax Commission Oklahoma Tax Commission Electronic Filer Handbook Individual Income Tax Tax Year 2015 August 25, 2015 Table of Contents Contents Table of Contents... 1 Introduction... 2 Publications... 3 Internal Revenue

More information

2012 Insurance Premium Tax Return for Life and Health Companies

2012 Insurance Premium Tax Return for Life and Health Companies 2012 Insurance Premium Tax Return for Life and Health Companies Due March 1, 2013 Check if: Amended return No activity Name of insurance company FEIN Minnesota tax ID (required) M11L Page 1 Mailing address

More information

Florida Corporate Income/Franchise Tax Return. For calendar year 2015 or tax year beginning, 2015 ending Year end date. Check here if negative

Florida Corporate Income/Franchise Tax Return. For calendar year 2015 or tax year beginning, 2015 ending Year end date. Check here if negative Florida Corporate Income/Franchise Tax Return R 01/16 Name Address City/State/ZIP Rule 12C-1051 Florida Administrative Code Effective 01/16 Use black ink Example A - Handwritten Example B - Typed 0 1 2

More information

Employee stock purchase plan 2013 tax filing guide

Employee stock purchase plan 2013 tax filing guide Employee stock purchase plan 2013 tax filing guide This guide will help you complete your annual U.S. tax forms if you participated in an employee stock purchase plan (ESPP) during 2013. We will go through

More information

Premium Tax for Life Insurance Companies 2010

Premium Tax for Life Insurance Companies 2010 Premium Tax for Life Insurance Companies 2010 Due March 1, 2011 Name of insurance company Check if new name or address Check if: Amended return No activity FEIN Minnesota tax ID (required) M11L Page 1

More information

CHAPTER 7 ACCOUNTING PERIODS AND METHODS AND DEPRECIATION

CHAPTER 7 ACCOUNTING PERIODS AND METHODS AND DEPRECIATION Solutions for Questions and Problems Chapter 7 159 CHAPTER 7 ACCOUNTING PERIODS AND METHODS AND DEPRECIATION Group 1 - Multiple Choice Questions 1. C (1/12 of $150,000) x 2 8. C (20% x $35,000) 16. D (Section

More information

Withholding Certificate for Pension or Annuity Payments

Withholding Certificate for Pension or Annuity Payments Web 12-14 NC-4P Withholding Certificate for Pension or Annuity Payments PURPOSE. Form NC-4P is for North Carolina residents who are recipients of income from pensions, annuities, and certain other deferred

More information

1999 Instructions for Schedule E, Supplemental Income and Loss

1999 Instructions for Schedule E, Supplemental Income and Loss 1999 Instructions for Schedule E, Supplemental Income Loss Use Schedule E (Form 1040) to report income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, residual

More information

M4X 2013 Amended Franchise Tax Return/Claim for Refund

M4X 2013 Amended Franchise Tax Return/Claim for Refund M4X 2013 Amended Franchise Tax Return/Claim for Refund Print or Type For tax year beginning (mm/dd/2013) Tax year ending (mm/dd/yyyy) FEIN Name of corporation Minnesota tax ID Street address or post office

More information

General Information. Illinois Department of Revenue Schedule NR IL-1040 Instructions

General Information. Illinois Department of Revenue Schedule NR IL-1040 Instructions Illinois Department of Revenue Schedule NR IL-1040 Instructions What is the purpose of Schedule NR? Schedule NR, Nonresident and Part-Year Resident Computation of Illinois Tax, allows you, a nonresident

More information

Line-by-Line Instructions for Schedule 1, Additions and Subtractions

Line-by-Line Instructions for Schedule 1, Additions and Subtractions and interest and send you a bill. If you annualize your income, you must complete and attach an MI-2210. Enter the penalty and interest amounts on the lines provided. Line 35: Refund. This includes any

More information

Partner s Instructions for Schedule K-1 (Form 1065) Partner s Share of Income, Deductions, Credits, etc. (For Partner s Use Only)

Partner s Instructions for Schedule K-1 (Form 1065) Partner s Share of Income, Deductions, Credits, etc. (For Partner s Use Only) 2009 Partner s Instructions for Schedule K-1 (Form 1065) Partner s Share of Income, Deductions, Credits, etc. (For Partner s Use Only) Department of the Treasury Internal Revenue Service Section references

More information

General Information. Nonresident Step-by-Step Instructions

General Information. Nonresident Step-by-Step Instructions Illinois Department of Revenue Schedule NR IL-1040 Instructions 2014 General Information What is the purpose of Schedule NR? Schedule NR, Nonresident and Part-Year Resident Computation of Illinois Tax,

More information

Residency Status 4. Enter your Residency Status with the appropriate number... 4.

Residency Status 4. Enter your Residency Status with the appropriate number... 4. Georgia Form 5(Rev 7 /13) Individual Income Tax Return (Approved web version) Fiscal Year Beginning Fiscal Year version) Ending DEL EXT EXEMPTIONS AND DEPENDENTS STEP 1 TAXPAYER INFORMATION AFFIX LABEL

More information

U.S. Property and Casualty Insurance Company Income Tax Return. For calendar year 2014, or tax year beginning, 2014, and ending, 20.

U.S. Property and Casualty Insurance Company Income Tax Return. For calendar year 2014, or tax year beginning, 2014, and ending, 20. Form 1120-PC Department of the Treasury Internal Revenue Service A Check if: 1 Consolidated return (attach Form 851). 2 Life-nonlife consolidated return.. 3 Schedule M-3 (Form 1120-PC) attached... U.S.

More information

Arizona Form 2013 Property Tax Refund (Credit) Claim 140PTC

Arizona Form 2013 Property Tax Refund (Credit) Claim 140PTC Arizona Form 2013 Property Tax Refund (Credit) Claim 140PTC NOTICE: If you are age 70 or over and meet certain tests, you may be able to defer the payment of your property taxes on your home. You should

More information

WITHHOLDING CERTIFICATE FOR PENSION OR ANNUITY PAYMENTS

WITHHOLDING CERTIFICATE FOR PENSION OR ANNUITY PAYMENTS WITHHOLDING CERTIFICATE FOR PENSION OR ANNUITY PAYMENTS Type or Print Your Full Name Your Social Security Number Home Address (Number and Street or Rural Route) Claim or Identification Number (if any)

More information

Withholding Certificate for Pension or Annuity Payments

Withholding Certificate for Pension or Annuity Payments Withholding Certificate for Pension or Annuity Payments Type or Print Your Full Name Your Social Security Number Home Address (Number and Street or Rural Route) Claim or Identification Number (if any)

More information

Withholding Certificate for Pension or Annuity Payments

Withholding Certificate for Pension or Annuity Payments Withholding Certificate for Pension or Annuity Payments Type or Print Your Full Name Your Social Security Number Home Address (Number and Street or Rural Route) Claim or Identification Number (if any)

More information

D-40ES. Secure - Accurate - Convenient... 2014 D-40ES. Estimated Payment for Individual Income Tax

D-40ES. Secure - Accurate - Convenient... 2014 D-40ES. Estimated Payment for Individual Income Tax Government of the District of Columbia Office of the Chief Financial Officer Office of Tax and Revenue 2014 D-40ES DCE001I 2014 D-40ES Estimated Payment for Individual Income Tax Secure - Accurate - Convenient...

More information

FEIN. Qualified Funeral Trust SSN:

FEIN. Qualified Funeral Trust SSN: STATE OF WEST VIRGINIA State Tax Department, Tax Account Administration Division P.O. Box 1071 Charleston, WV 534-1071 Estate or Trust Name FEIN Address City State Zip WEST VIRGINIA FIDUCIARY INCOME TAX

More information

1040 U.S. Individual Income Tax Return 2015

1040 U.S. Individual Income Tax Return 2015 Form Department of the Treasury - Internal Revenue Service (99) 1040 U.S. Individual Income Tax Return 2015 OM. 1545-0074 For the year Jan. 1-Dec. 31, 2015, or other tax year beginning, 2015, ending, 20

More information

Partner's Instructions for Schedule K-1 (Form 1065)

Partner's Instructions for Schedule K-1 (Form 1065) 2012 Partner's Instructions for Schedule K-1 (Form 1065) Partner's Share of Income, Deductions, Credits, etc. (For Partner's Use Only) Department of the Treasury Internal Revenue Service Section references

More information

PAYROLL CLIENT EMPLOYEE SETUP FORM

PAYROLL CLIENT EMPLOYEE SETUP FORM EMPLOYEE INFORMATION EMPLOYEE DEMOGRAPHIC INFORMATION Employee ID EIN/SSN # First Name Middle Initial Last Name TAXING (HOME) ADDRESS: Address PAYROLL CLIENT EMPLOYEE SETUP FORM EMPLOYMENT/PERSONAL INFORMATION

More information

North Carolina s Reference to the Internal Revenue Code Updated - Impact on 2015 North Carolina Corporate and Individual income Tax Returns

North Carolina s Reference to the Internal Revenue Code Updated - Impact on 2015 North Carolina Corporate and Individual income Tax Returns June 3 2016 North Carolina s Reference to the Internal Revenue Code Updated - Impact on 2015 North Carolina Corporate and Individual income Tax Returns Governor McCrory signed into law Session Law 2016-6

More information

Application for Part-Time Employment LSU Athletics Gameday Event Staff

Application for Part-Time Employment LSU Athletics Gameday Event Staff Application for Part-Time Employment LSU Athletics Gameday Event Staff Please follow the directions below, take your time and print neatly. Be sure to review all pages for accuracy. Incomplete packets

More information

Slide 2. Income Taxes

Slide 2. Income Taxes Slide 1 Taxes Income taxes have been a part of American life since 1909 when the 16 th Amendment to the Constitution was ratified. You can t avoid taxes, so you might as well understand how taxes are structured

More information

2012 IT 1041 2012 IT 1041 IT 1041 ,,. 0 0. Fiduciary Income Tax Return. Mail to: Ohio Dept. of Taxation P.O. Box 2619 Columbus, OH 43216-2619

2012 IT 1041 2012 IT 1041 IT 1041 ,,. 0 0. Fiduciary Income Tax Return. Mail to: Ohio Dept. of Taxation P.O. Box 2619 Columbus, OH 43216-2619 Do not use staples Use only black ink Federal employer ID number (FEIN) Use UPPERCASE letters Name of trust or estate 12180102 Social Security no of decedent (estates only) Rev 12/12 For taxable year beginning

More information

Table of Contents. What s New? Tips To Speed Up The Processing Of Your Return

Table of Contents. What s New? Tips To Speed Up The Processing Of Your Return Illinois Department of Revenue 2015 Form IL-1040 Instructions What s New? Enhanced Fraud Prevention We are taking additional steps to protect Illinois taxpayers from identity theft and fraud. As a result

More information

Form CT-W4P Withholding Certificate for Pension or Annuity Payments 2015. Complete this certifi cate in blue or black ink only.

Form CT-W4P Withholding Certificate for Pension or Annuity Payments 2015. Complete this certifi cate in blue or black ink only. Department of Revenue Services State of Connecticut (Rev. 12/14) Form CT-W4P Withholding Certificate for Pension or Annuity Payments 2015 Complete this certifi cate in blue or black ink only. CT-W4P Form

More information

Form CT-W4P Withholding Certificate for Pension or Annuity Payments 2013. Complete this certifi cate in blue or black ink only.

Form CT-W4P Withholding Certificate for Pension or Annuity Payments 2013. Complete this certifi cate in blue or black ink only. Department of Revenue Services State of Connecticut (Rev. 12/12) Form CT-W4P Withholding Certificate for Pension or Annuity Payments 2013 Complete this certifi cate in blue or black ink only. CT-W4P Form

More information

Did You Know? FREE E-File Available. Arizona Form 2009 Resident Personal Income Tax Return 140

Did You Know? FREE E-File Available. Arizona Form 2009 Resident Personal Income Tax Return 140 Arizona Form 2009 Resident Personal Income Tax Return 140 Leave the Paper Behind - e-file! Quick Refunds Accurate Proof of Acceptance Free ** No more paper, math errors, or mailing delays when you e-file!

More information

Form CT-W4P Withholding Certificate for Pension or Annuity Payments 2016. Complete this certifi cate in blue or black ink only.

Form CT-W4P Withholding Certificate for Pension or Annuity Payments 2016. Complete this certifi cate in blue or black ink only. Department of Revenue Services State of Connecticut (Rev. 1/16) Form CT-W4P Withholding Certificate for Pension or Annuity Payments 2016 Complete this certifi cate in blue or black ink only. CT-W4P Form

More information

North Carolina s Reference to the Internal Revenue Code Updated - Impact on 2015 North Carolina Corporate and Individual income Tax Returns

North Carolina s Reference to the Internal Revenue Code Updated - Impact on 2015 North Carolina Corporate and Individual income Tax Returns June 3 2016 North Carolina s Reference to the Internal Revenue Code Updated - Impact on 2015 North Carolina Corporate and Individual income Tax Returns Governor McCrory signed into law Session Law 2016-6

More information

Important. Click here to open the corporate tax reform Web page

Important. Click here to open the corporate tax reform Web page Important For tax years beginning in 2015, including short periods, all New York C corporations subject to tax under Article 9-A (including former Article 32 taxpayers) must file using one of the following

More information

Partner's Instructions for Schedule K-1 (Form 1065)

Partner's Instructions for Schedule K-1 (Form 1065) 2014 Partner's Instructions for Schedule K-1 (Form 1065) Partner's Share of Income, Deductions, Credits, etc. (For Partner's Use Only) Department of the Treasury Internal Revenue Service Section references

More information

Frequently Asked Questions

Frequently Asked Questions Frequently Asked Questions 1. Do I have to file? In general, you must file a California tax return if you are: Single, or head of household, and either of the following apply: Gross income is more than

More information

Michigan Business Tax Frequently Asked Questions

Michigan Business Tax Frequently Asked Questions NOTICE: The MBT was amended by 145 PA 2007 on December 1, 2007. Act 145 imposes an annual surcharge to taxpayers' MBT liability, as well as makes other changes. Some of the FAQs below have revised answers

More information

Oregon Income Tax Full-Year Resident Form 40 and Form 40-V Schedules OR-ASC and OR-529

Oregon Income Tax Full-Year Resident Form 40 and Form 40-V Schedules OR-ASC and OR-529 2014 Oregon Income Tax Full-Year Resident Form 40 and Form 40-V Schedules OR-ASC and OR-529 April 15, 2015 is the due date for filing your return and paying your tax due Find out if you qualify for the

More information

Franchise Tax Board 4905BE Booklet Offer In Compromise for Business Entities

Franchise Tax Board 4905BE Booklet Offer In Compromise for Business Entities State of California Franchise Tax Board 4905BE Booklet Offer In Compromise for Business Entities What you should know before preparing an Offer in Compromise Are you an OIC Candidate? If your business

More information

Denver Tax Group, LLC CHADWICK ELLIOTT 1888 Sherman Street SUITE 650 DENVER, CO 80203 (0) Organizer Mailing Slip

Denver Tax Group, LLC CHADWICK ELLIOTT 1888 Sherman Street SUITE 650 DENVER, CO 80203 (0) Organizer Mailing Slip Denver Tax Group, LLC CHADWICK ELLIOTT Sherman Street SUITE 0 DENVER, CO 00, (0) Organizer Mailing Slip TAX ORGANIZER TO:, FROM: Denver Tax Group, LLC Sherman Street SUITE 0 DENVER CO 00 (0) -0 Enclosed

More information

Table of Contents. What s New? Tips To Speed Up The Processing Of Your Return. Go Electronic. Illinois Military Veterans. Exemption Allowance

Table of Contents. What s New? Tips To Speed Up The Processing Of Your Return. Go Electronic. Illinois Military Veterans. Exemption Allowance Illinois Department of Revenue 2014 Form IL-1040 Instructions What s New? Go Electronic More than 80% of Illinois taxpayers file electronically. It is easy and you will get your refund faster. It is free

More information

Shareholder's Instructions for Schedule K-1 (Form 1120S)

Shareholder's Instructions for Schedule K-1 (Form 1120S) 2000 Department Shareholder's Instructions for Schedule K-1 (Form 1120S) Shareholder's Share of Income, Credits, Deductions, etc. (For Shareholder's Use Only) Section references are to the Internal Revenue

More information

2014 Instructions for Schedule E (Form 1040)

2014 Instructions for Schedule E (Form 1040) Department of the Treasury Internal Revenue Service 2014 Instructions for Schedule E (Form 1040) Supplemental Income and Loss Use Schedule E (Form 1040) to report income or loss from rental real estate,

More information

Thank you for choosing our firm to prepare your income tax returns for tax year 2014. This letter confirms the services we will provide.

Thank you for choosing our firm to prepare your income tax returns for tax year 2014. This letter confirms the services we will provide. Deborah Wright Keystone Management Services, LLC P.O. Box 965564 Marietta, GA 30066 January 19, 2015 Dear Taxpayer, Thank you for choosing our firm to prepare your income tax returns for tax year 2014.

More information

Personal Income Tax Forms and Instructions NEW FOR TAX YEAR 2009

Personal Income Tax Forms and Instructions NEW FOR TAX YEAR 2009 2009 West Virginia Personal Income Tax Forms and Instructions NEW FOR TAX YEAR 2009 IT-140W - Beginning this year, it is no longer necessary to enclose your W-2, 1099 or other withholding documents with

More information

Easy. e-file this Form! Pay your taxes by credit card! Where s my Refund? Who must use Arizona Form 140PY?

Easy. e-file this Form! Pay your taxes by credit card! Where s my Refund? Who must use Arizona Form 140PY? 2010 ARIZONA FORM 140PY Part-Year Resident Personal Income Tax 8 Great Reasons to e-file this Form! Faster Refunds: Fast as 7 10 Days Filing Confirmation Provided Error/Math Checking Feature Who must use

More information

$Check the status of your. Easy. e-file this Form! www.azdor.gov. Pay your taxes by credit card! Where s my Refund?

$Check the status of your. Easy. e-file this Form! www.azdor.gov. Pay your taxes by credit card! Where s my Refund? ARIZONA FORM 140NR Nonresident Personal Income Tax 8 Great Reasons to e-file this Form! Faster Refunds: Fast as 7 10 Days Filing Confirmation Provided Error/Math Checking Feature File Federal & State Forms

More information

This is not a current year tax form and cannot be used to file a 2009 return. If you use this form for a tax year other than is intended, it will not

This is not a current year tax form and cannot be used to file a 2009 return. If you use this form for a tax year other than is intended, it will not This is not a current year tax form and cannot be used to file a 2009 return If you use this form for a tax year other than is intended, it will not be processed Instead, it will be returned to you with

More information

Each year your employer gives you a wage and Tax Statement called a W-2. Your W-2 reports the wages you were paid and the taxes that were withheld

Each year your employer gives you a wage and Tax Statement called a W-2. Your W-2 reports the wages you were paid and the taxes that were withheld Each year your employer gives you a wage and Tax Statement called a W-2. Your W-2 reports the wages you were paid and the taxes that were withheld throughout the year. The form also reports FICA taxes

More information

Oregon Income Tax Full-Year Resident Form 40 and Form 40-V Schedules OR-ASC and OR-529

Oregon Income Tax Full-Year Resident Form 40 and Form 40-V Schedules OR-ASC and OR-529 2013 Oregon Income Tax Full-Year Resident Form 40 and Form 40-V Schedules OR-ASC and OR-529 Taxes are due April 15, 2014 E-file to get your refund in 7 10 days See page 2. Veterans benefits Find out more

More information

2010 Partner s Instructions for Schedule K-1 (Form 1065) Partner s Share of Income, Deductions, Credits, etc. (For Partner s Use Only)

2010 Partner s Instructions for Schedule K-1 (Form 1065) Partner s Share of Income, Deductions, Credits, etc. (For Partner s Use Only) 2010 Partner s Instructions for Schedule K-1 (Form 1065) Partner s Share of Income, Deductions, Credits, etc. (For Partner s Use Only) Section references are to the Internal Revenue Code unless otherwise

More information

Instructions for Form 4684 Casualties and Thefts

Instructions for Form 4684 Casualties and Thefts 2009 Instructions for Form 4684 Casualties and Thefts Department of the Treasury Internal Revenue Service Section references are to the Internal Midwestern disaster areas (as defined in Losses You Cannot

More information

We are committed to providing accuracy in reporting tax information related to your mutual fund account(s) and help in understanding how it is used.

We are committed to providing accuracy in reporting tax information related to your mutual fund account(s) and help in understanding how it is used. Guide To Your USAA nvestment Management Company Forms 1099-R (mutual fund RAs), 1099-Q (mutual fund Coverdell ESAs), USAA 529 College Savings Plan accounts and 1099-SA For Tax Year We are committed to

More information

Tax Tips for Tax Year 2007 (Issued January 2008)

Tax Tips for Tax Year 2007 (Issued January 2008) Topic Tax Tips for Tax Year 2007 (Issued January 2008) Publish Before Tax Tip 1 What s New for 2007? January 31, 2008 Tax Tip 2 Filing Requirements January 31, 2008 Tax Tip 3 Tax Assistance January 31,

More information

Boone County Net Profit Instructions 2015

Boone County Net Profit Instructions 2015 BOONE COUNTY FISCAL COURT Boone County Net Profit Instructions 2015 Boone County Finance Department These instructions are a working tool for interpreting and administering the Boone County Ordinance 07-27.

More information

UTAH RETIREMENT SYSTEMS 401(K) WITHDRAWAL

UTAH RETIREMENT SYSTEMS 401(K) WITHDRAWAL Utah Retirement Systems PO Box 1590 Salt Lake City, Utah 84110-1590 801-366-7720 or 800-688-4015 Fax 801-366-7445 or 800-753-7445 Email: dcplans@urs.org www.urs.org INSTRUCTIONS: 1. Use this form to request

More information

SC REVENUE RULING #06-12. All previous advisory opinions and any oral directives in conflict herewith.

SC REVENUE RULING #06-12. All previous advisory opinions and any oral directives in conflict herewith. State of South Carolina Department of Revenue 301 Gervais Street, P. O. Box 125, Columbia, South Carolina 29214 Website Address: http://www.sctax.org SC REVENUE RULING #06-12 SUBJECT: Tax Rate Reduction

More information