1040 U.S. Individual Income Tax Return 2013

Transcription

1 F or Department of the Treasury Internal Revenue Service (99) 1 U.S. Individual Income Tax Return 21 m OMB No IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 1, 21, or other tax year beginning, 21, ending,2 See separate Your first name and initial Last name Your social security number If a joint return, spouse's first name and initial Last name Spouse's social security number Darlene Jasper Home address (number and street). If you have a P.O. box, see 69 Honeysuckle Lane City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Los Angeles CA 928 Filing Status Check only one box. Exemptions If more than four dependents, see instructions and check here Income Attach Form(s) W-2 here. Also attach Forms W-2G and 199-R if tax was withheld. If you did not get a W-2, see Adjusted Gross Income 1 2 6a Single Married filing jointly (even if only one had income) Married filing separately. Enter spouse's SSN above and full name here. Head of household (with qualifying person). (See instr.) If the qualifying person is a child but not your dependent, enter this child's name here. 7 Wages, salaries, tips, etc. Attach Form(s) W a Taxable interest. Attach Schedule B if required b Tax-exempt interest. Do not include on line 8a b 9a Ordinary dividends. Attach Schedule B if required b Qualified dividends b 1 Capital gain or (loss). Attach Schedule D if required. If not required, check here Other gains or (losses). Attach Form a IRA distributions a b Taxable amount... 16a Pensions and annuities a b Taxable amount Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E Farm income or (loss). Attach Schedule F Unemployment compensation a Social security benefits 2a b Taxable amount Other income. List type and amount _ 22 Combine the amounts in the far right column for lines 7 through 21. This is your total income 2 Educator expenses Penalty on early withdrawal of savings a Alimony paid b Recipient's SSN 2 IRA deduction Qualifying widow(er) with dependent child Yourself. If someone can claim you as a dependent, do not check box 6a b Spouse c Dependents: (2) Dependent's () Dependent's V (1) First name Last name social security number relationship to you 2 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 216 or 216-EZ Health savings account deduction. Attach Form Moving expenses. Attach Form Deductible part of self-employment tax. Attach Schedule SE Self-employed SEP, SIMPLE, and qualified plans Self-employed health insurance deduction a 2 5 Apt. no. Foreign country name Foreign province/state/county Foreign postal code d Total number of exemptions claimed Taxable refunds, credits, or offsets of state and local income taxes Alimony received Business income or (loss). Attach Schedule C or C-EZ Student loan interest deduction Tuition and fees. Attach Form Domestic production activities deduction. Attach Form Add lines 2 through Subtract line 6 from line 22. This is your adjusted gross income For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate 5 () if child under age 17 qualifying for child tax credit (see instructions) Sam Jasper Son Make sure the SSN(s) above and on line 6c are correct. Presidential Election Campaign Check here if you, or your spouse if filing jointly, want $ to go to this fund. Checking a box below will not change your tax or refund You Spouse Boxes checked on 6a and 6b No. of children on 6c who: lived with you did not live with you due to divorce or separation (see instructions) Dependents on 6c not entered above Add numbers on lines above 7 8a 9a b 16b b ,5 1,9 51, 51, Form 1 (21)

2 Form 1 (21) Tax and Credits Standard Deduction for People who check any box on line 9a or 9b or who can be claimed as a dependent, see All others: Single or Married filing separately, $6,1 Married filing jointly or Qualifying widow(er), $12,2 Head of household, $8,95 Other Taxes Payments If you have a qualifying child, attach Schedule EIC. Refund Direct deposit? See Amount You Owe Third Party Designee Sign Here Joint return? See Keep a copy for your records. Paid Preparer Use Only 8 Amount from line 7 (adjusted gross income) a Check You were born before January 2, 199, Blind. Total boxes if: Spouse was born before January 2, 199, Blind. checked 9a b If your spouse itemizes on a separate return or you were a dual-status alien, check here 9b Itemized deductions (from Schedule A) or your standard deduction (see left margin) Subtract line from line Exemptions. If line 8 is $15, or less, multiply $,9 by the number on line 6d. Otherwise, see instructions. Taxable income. Subtract line 2 from line 1. If line 2 is more than line 1, enter Tax (see instructions). Check if any from: a Form(s) 881 b Form 972 c Alternative minimum tax (see instructions). Attach Form Add lines and Foreign tax credit. Attach Form 1116 if required Credit for child and dependent care expenses. Attach Form Education credits from Form 886, line Retirement savings contributions credit. Attach Form Child tax credit. Attach Schedule 8812, if required Residential energy credits. Attach Form Other credits from Form: a 8 b 881 c 5 5 Add lines 7 through 5. These are your total credits Subtract line 5 from line 6. If line 5 is more than line 6, enter Self-employment tax. Attach Schedule SE Unreported social security and Medicare tax from Form: 58 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 529 if required a Household employment taxes from Schedule H b First-time homebuyer credit repayment. Attach Form 55 if required Add lines 55 through 6. This is your total tax Federal income tax withheld from Forms W-2 and estimated tax payments and amount applied from 212 return.. 6 6a Earned income credit (EIC) b Nontaxable combat pay election b 65 Additional child tax credit. Attach Schedule Amount paid with request for extension to file Credit for federal tax on fuels. Attach Form Credits from Form: a 29 b Reserved c 8885 d Add lines 62, 6, 6a, and 65 through 71. These are your total payments If line 72 is more than line 61, subtract line 61 from line 72. This is the amount you overpaid... 7a Amount of line 7 you want refunded to you. If Form 8888 is attached, check here.... b Routing number c Type: Checking Savings d Account number 75 Amount of line 7 you want applied to your 21 estimated tax Amount you owe. Subtract line 72 from line 61. For details on how to pay, see instructions 77 Estimated tax penalty (see instructions) Do you want to allow another person to discuss this return with the IRS (see instructions)? Designee's name 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 Spouse's signature. If a joint return, both must sign. Print/Type preparer's name Firm's name Firm's address Date Phone no. a 17 b Taxes from: a Form 8959 b Form 896 c Instructions; enter code(s) 6 66 American opportunity credit from Form 886, line Reserved Excess social security and tier 1 RRTA tax withheld Preparer's signature Spouse's occupation 6a Office Manager Perfume Tester Date Firm's EIN Phone no. 6 1, 5, a 59b a 76 Yes. Complete below Personal indentification number (PIN) Page 2 51, 15,15 6,85 11,7 2,85 2,76 2,76 1,6 1,16 1,16 5,5,286,286 No If the IRS sent you an Identity Protection PIN, enter it here (see inst.) PTIN Check if self-employed Form 1 (21)

3 SCHEDULE A (Form 1) Itemized Deductions Information about Schedule A and its separate instructions is at Department of the Treasury Internal Revenue Service (99) Attach to Form 1. Name(s) shown on Form 1 Medical and Dental Expenses Taxes You Paid Interest You Paid Note. Your mortgage interest deduction may be limited (see instructions). Gifts to Charity If you made a gift and got a benefit for it, see Caution. Do not include expenses reimbursed or paid by others. 1 Medical and dental expenses (see instructions) ,275 2 Enter amount from Form 1, line , Multiply line 2 by 1% (.1). But if either you or your spouse was born before January 2, 199, multiply line 2 by 7.5% (.75) instead 5,1 Subtract line from line 1. If line is more than line 1, enter State and local (check only one box): a. Income taxes or ,265 b. General sales taxes 6 Real estate taxes (see instructions) ,515 7 Personal property taxes Other taxes. List type and amount 8 9 Add lines 5 through Home mortgage interest and points reported to you on Form , Home mortgage interest not reported to you on Form 198. If paid to the person from whom you bought the home, see instructions and show that person's name, identifying no., and address _ Points not reported to you on Form 198. See instructions for special rules Mortgage insurance premiums (see instructions) 1 1 Investment interest. Attach Form 952 if required. (See instructions) 1 15 Add lines 1 through Gifts by cash or check. If you made any gift of $25 or more, see instructions Other than by cash or check. If any gift of $25 or more, see You must attach Form 828 if over $ Carryover from prior year Add lines 16 through Casualty and Theft Losses 2 Casualty or theft loss(es). Attach Form 68. (See ) Job Expenses 21 Unreimbursed employee expenses job travel, union dues, job education, etc. Attach Form 216 or 216-EZ if required. and Certain (See ) Union dues Miscellaneous _ Deductions _ 22 Tax preparation fees Other expenses investment, safe deposit box, etc. List type and amount _ Other Miscellaneous Deductions Total Itemized Deductions _ 2 2 Add lines 21 through Enter amount from Form 1, line , 26 Multiply line 25 by 2% (.2) ,28 27 Subtract line 26 from line 2. If line 26 is more than line 2, enter Other from list in List type and amount 29 Is Form 1, line 8, over $15,? OMB No Attachment Sequence No. 7 Your social security number No. Your deduction is not limited. Add the amounts in the far right column for lines through 28. Also, enter this amount on Form 1, line ,15 Yes. Your deduction may be limited. See the Itemized Deductions Worksheet in the instructions to figure the amount to enter. If you elect to itemize deductions even though they are less than your standard deduction, check here For Paperwork Reduction Act Notice, see Form 1 Schedule A (Form 1) ,78 11,125 1

4 SCHEDULE B (Form 1A or 1) Department of the Treasury Internal Revenue Service Name(s) shown on return Part I Interest (99) Interest and Ordinary Dividends Attach to Form 1A or 1. Information about Schedule B (1A or 1) and its instructions is a OMB No Attachment Sequence No. 8 Your social security number 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 instructions and list Amount this interest first. Also, show that buyer's social security number and address Pine Tree Savings and Loan 1,9 (See instructions for Schedule B, and the instructions for Form 1A, or Form 1, line 8a.) 1 Note: If you received a Form 199-INT, Form 199-OID, or substitute statement from a brokerage firm, list the firm's name as the payer and enter the total interest shown on that form. Part II 2 Add the amounts on line Excludable interest on series EE and I U.S. savings bonds issued after Attach Form Subtract line from line 2. Enter the result here and on Form 1A, or Form 1, line 8a Note: If line is over $1,5, you must complete Part III. 5 List name of payer 2 1,9 1,9 Amount Ordinary Dividends (See the instructions for Schedule B, and the instructions for Form 1A, or Form 1, line 9a.) 5 Note: If you received a Form 199-DIV or substitute statement from a brokerage firm, list the firm's name as the payer and enter the ordinary dividends shown on that form. Part III Foreign Accounts and Trusts 6 Add the amounts on line 5. Enter the total here and on Form 1A, or Form 1, line 9a Note. If line 6 is over $1,5, you must complete Part III. You must complete this part if you (a) had over $1,5 of taxable interest or ordinary dividends; (b) had a foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust. 7a At any time during 21, did you have a financial interest in or signature authority over a financial account (such as a bank account, securities account, or brokerage account) located in a foreign country? See If Yes, are you required to file FinCEN Form 11, Report of Foreign Bank and Financial Accounts (FBAR), formerly TD F to report that financial interest or signature authority? See FinCEN Form 11 and its instructions for filing requirements and exceptions to those requirements... (See b If you are required to file FinCEN Form 11, enter the name of the foreign country where the financial account is located _ ) 8 During 21, 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 52. See For Paperwork Reduction Act Notice, see your tax return Schedule B (Form 1A or 1) 21 Yes No

5 Form 21 Department of the Treasury Internal Revenue Service (99) Name(s) shown on return 1 (a) Care provider's name Child and Dependent Care Expenses Attach to Form 1, Form 1A, or Form 1NR. Information about Form21 and its separate instructions is at 1A NR Persons or Organizations Who Provided the Care You must complete this part. (If you have more than two care providers, see the ) (b) Address (number, street, apt. no., city, state, and ZIP code) OMB No Attachment Sequence No. 21 Your social security number Part I (c) Identifying number (SSN or EIN) (d) Amount paid (see instructions) KinderKare ,5 _ 21 Did you receive dependent care benefits? No Yes Complete only Part II below. Complete Part III on the next page next. Caution. If the care was provided in your home, you may owe employment taxes. If you do, you cannot file Form 1A. For details, see the instructions for Form 1, line 59a, or Form 1NR, line 58a. Part II Credit for Child and Dependent Care Expenses 2 Information about your qualifying person(s). If you have more than two qualifying persons, see the First (a) Qualifying person's name Last (b) Qualifying person's social security number (c) Qualified expenses you incurred and paid in 21 for the person listed in column (a) Sam Jasper ,5 Add the amounts in column (c) of line 2. Do not enter more than $, for one qualifying person or $6, for two or more persons. If you completed Part III, enter the amount from line Enter your earned income. See instructions If married filing jointly, enter your spouse's earned income (if you or your spouse was a student or was disabled, see the instructions); all others, enter the amount from line Enter the smallest of line,, or Enter the amount from Form 1, line 8; Form 1A, line 22; or Form 1NR, line , 8 Enter on line 8 the decimal amount shown below that applies to the amount on line 7 If line 7 is: Over But not over 9 Multiply line 6 by the decimal amount on line 8. If you paid 212 expenses in 21, see the instructions Tax liability limit. Enter the amount from the Credit Limit Worksheet in the ,76 11 Credit for child and dependent care expenses. Enter the smaller of line 9 or line 1 here and on Form 1, line 8; Form 1A, line 29; or Form 1NR, line $ 15, 15, 17, 17, 19, 19, 21, 21, 2, 2, 25, 25, 27, 27, 29, Decimal amount is If line 7 is: But not Over over $29, 1, 1,,, 5, 5, 7, 7, 9, 9, 1, 1,,, No limit For Paperwork Reduction Act Notice, see your tax return Decimal amount is , 25, 2,5, Form 21 (21)

6 Form 21 (21) Part III Dependent Care Benefits 12 Enter the total amount of dependent care benefits you received in 21. Amounts you received as an employee should be shown in box 1 of your Form(s) W-2. Do not include amounts reported as wages in box 1 of Form(s) W-2. If you were self-employed or a partner, include amounts you received under a dependent care assistance program from your sole proprietorship or partnership Enter the amount, if any, you carried over from 212 and used in 21 during the grace period. See instructions Enter the amount, if any, you forfeited or carried forward to 21. See instructions ( 15 Combine lines 12 through 1. See instructions ) 16 Enter the total amount of qualified expenses incurred in 21 for the care of the qualifying person(s) Enter the smaller of line 15 or Enter your earned income. See instructions Enter the amount shown below that applies to you. If married filing jointly, enter your spouse s earned income (if you or your spouse was a student or was disabled, see the instructions for line 5) If married filing separately, see All others, enter the amount from line Enter the smallest of line 17, 18, or Enter $5, ($2,5 if married filing separately and you were required to enter your spouse s earned income on line 19) Is any amount on line 12 from your sole proprietorship or partnership? (Form 1A filers go to line 25.) No. Enter --. Yes. Enter the amount here Subtract line 22 from line Deductible benefits. Enter the smallest of line 2, 21, or 22. Also, include this amount on the appropriate line(s) of your return. See instructions Excluded benefits. Form 1 and 1NR filers: If you checked "No" on line 22, enter the smaller of line 2 or 21. Otherwise, subtract line 2 from the smaller of line 2 or line 21. If zero or less, enter --. Form 1A filers: Enter the smaller of line 2 or line Taxable benefits. Form 1 and 1NR filers: Subtract line 25 from line 2. If zero or less, enter --. Also, include this amount on Form 1, line 7; or Form 1NR, line 8. On the dotted line next to Form 1, line 7; or Form 1NR, line 8, enter DCB. Form 1A filers: Subtract line 25 from line 15. Also, include this amount on Form 1A, line 7. In the space to the left of line 7, enter DCB ,5 25, 2,5 5, Page 2 To claim the child and dependent care credit, complete lines 27 through 1 below. 27 Enter $, ($6, if two or more qualifying persons) Form 1 and 1NR filers: Add lines 2 and 25. Form 1A filers: Enter the amount from line Subtract line 28 from line 27. If zero or less, stop. You cannot take the credit. Exception. If you paid 212 expenses in 21, see the instructions for line Complete line 2 on page 1 of this form. Do not include in column (c) any benefits shown on line 28 above. Then, add the amounts in column (c) and enter the total here Enter the smaller of line 29 or. Also, enter this amount on line on page 1 of this form and complete lines through ,,,5, Form 21 (21)