3
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
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INSTRUCTIONS TO PRINTERS
FORM 1040, PAGE 1 of 2
MARGINS: TOP 13 mm (
1
2”), CENTER SIDES. PRINTS: HEAD to HEAD
PAPER: WHITE WRITING, SUB. 20. INK: BLACK
FLAT SIZE: 203 mm (8”) 3 279 mm (11”)
PERFORATE: (NONE)
Department of the Treasury—Internal Revenue Service
1040
U.S. Individual Income Tax Return
OMB No. 1545-0074
For the year Jan. 1–Dec. 31, 2007, or other tax year beginning , 2007, ending , 20
Last name
Your first name and initial
Your social security number
(See
instructions
on page 12.)
L
A
B
E
L
H
E
R
E
Last name
Spouse’s social security number
If a joint return, spouse’s first name and initial
Use the IRS
label.
Otherwise,
please print
or type.
Home address (number and street). If you have a P.O. box, see page 12.
Apt. no.
City, town or post office, state, and ZIP code. If you have a foreign address, see page 12.
Presidential
Election Campaign ©
1
Single
Filing Status
Married filing jointly (even if only one had income)
2
Check only
one box.
3
Qualifying widow(er) with dependent child (see page 14)
6a
Yourself. If someone can claim you as a dependent, do not check box 6a
Exemptions
Spouse
b
(4) if qualifying
child for child tax
credit (see page 15)
Dependents:
c
(2) Dependent’s
social security number
(3) Dependent’s
relationship to
you
(1) First name Last name
If more than four
dependents, see
page 15.
d
Total number of exemptions claimed
7
Wages, salaries, tips, etc. Attach Form(s) W-2
7
8a
8a
Taxable interest. Attach Schedule B if required
Income
8b
b
Tax-exempt interest. Do not include on line 8a
Attach Form(s)
W-2 here. Also
attach Forms
W-2G and
1099-R if tax
was withheld.
9a
9a
Ordinary dividends. Attach Schedule B if required
10
10
Taxable refunds, credits, or offsets of state and local income taxes (see page 20)
11
11
Alimony received
12
12
Business income or (loss). Attach Schedule C or C-EZ
Enclose, but do
not attach, any
payment. Also,
please use
Form 1040-V.
13
13
Capital gain or (loss). Attach Schedule D if required. If not required, check here
©
14
14
Other gains or (losses). Attach Form 4797
15a
15b
IRA distributions
b
Taxable amount (see page 21)
15a
16b
16a
Pensions and annuities
b
Taxable amount (see page 22)
16a
17
17
Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E
18
18
Farm income or (loss). Attach Schedule F
19
19
Unemployment compensation
20b
20a
b
Taxable amount (see page 24)
20a
Social security benefits
21
21
22
Add the amounts in the far right column for lines 7 through 21. This is your total income
©
22
25
IRA deduction (see page 27)
23
27
33
One-half of self-employment tax. Attach Schedule SE
29
Self-employed health insurance deduction (see page 26)
34
30
26
Self-employed SEP, SIMPLE, and qualified plans
31a
27
Penalty on early withdrawal of savings
32
29
Alimony paid b Recipient’s SSN
©
36
Add lines 23 through 31a and 32 through 35
28
Subtract line 36 from line 22. This is your adjusted gross income
©
30
Adjusted
Gross
Income
37
If you did not
get a W-2,
see page 19.
Form
Married filing separately. Enter spouse’s SSN above
and full name here.
©
Cat. No. 11320B
%
Label
Form 1040 (2007)
IRS Use Only—Do not write or staple in this space.
Head of household (with qualifying person). (See page 13.) If
the qualifying person is a child but not your dependent, enter
this child’s name here.
©
Other income. List type and amount (see page 24)
Moving expenses. Attach Form 3903
32
26
Separation 2 of 2: Pantone 3005 Blue.
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 83.
Boxes checked
on 6a and 6b
No. of children
on 6c who:
Dependents on 6c
not entered above
Add numbers on
lines above
©
lived with you
did not live with
you due to divorce
or separation
(see page 16)
31a
34
Student loan interest deduction (see page 30)
33
36
Separation 1 of 2: Black
Checking a box below will not
change your tax or refund.
Check here if you, or your spouse if filing jointly, want $3 to go to this fund (see page 12)
©
Spouse
You
Tuition and fees deduction. Attach Form 8917
37
4
5
23
Educator expenses (see page 26)
9b
b
Qualified dividends (see page 19)
24
Certain business expenses of reservists, performing artists, and
fee-basis government officials. Attach Form 2106 or 2106-EZ
24
25
Health savings account deduction. Attach Form 8889
28
35
Domestic production activities deduction. Attach Form 8903
35
You must enter
your SSN(s) above.
20
07
Self-employment tax. Attach Schedule SE
Married filing
jointly or
Qualifying
widow(er),
$10,700
Head of
household,
$7,850
3
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT
Separation 2 of 2: Pantone 3005 Blue.
Itemized deductions (from Schedule A) or your standard deduction (see left margin)
Add lines 64, 65, 66a, and 67 through 71. These are your total payments
©
INSTRUCTIONS TO PRINTERS
FORM 1040, PAGE 2 of 2
MARGINS: TOP 13 mm (
1
2”), CENTER SIDES. PRINTS: HEAD to HEAD
PAPER: WHITE WRITING, SUB. 20. INK: BLACK
FLAT SIZE: 203 mm (8”) 3 279 mm (11”)
PERFORATE: (NONE)
Page 2
Form 1040 (2007)
Amount from line 37 (adjusted gross income)
38
38
Check
if:
39a
Tax
and
Credits
39a
Single or
Married filing
separately,
$5,350
If your spouse itemizes on a separate return or you were a dual-status alien, see page 31 and check here
©
b
39b
40
40
41
Subtract line 40 from line 38
41
42
If line 38 is $117,300 or less, multiply $3,400 by the total number of exemptions claimed on line
6d. If line 38 is over $117,300, see the worksheet on page 33
42
43
Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0-
43
44
44
49
53
Education credits. Attach Form 8863
48
47
56
57
Add lines 47 through 55. These are your total credits
Subtract line 56 from line 46. If line 56 is more than line 46, enter -0-
©
56
57
Other
Taxes
58
73
Unreported social security and Medicare tax from:
60
Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required
59
61
Add lines 57 through 62. This is your total tax
©
62
62
Federal income tax withheld from Forms W-2 and 1099
64
64
65
2007 estimated tax payments and amount applied from 2006 return
65
Payments
66a
69
Amount paid with request for extension to file (see page 59)
68
67
Excess social security and tier 1 RRTA tax withheld (see page 59)
69
72
Payments from:
70
74a
74a
75
75
If line 72 is more than line 63, subtract line 63 from line 72. This is the amount you overpaid
76
76
Amount of line 73 you want refunded to you. If Form 8888 is attached, check here
©
Refund
77
Amount of line 73 you want applied to your 2008 estimated tax
©
Estimated tax penalty (see page 61)
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.
77
You were born before January 2, 1943,
Blind.
Spouse was born before January 2, 1943,
Blind.
a
Form 2439
b
Form 4136
60
Household employment taxes. Attach Schedule H
61
70
Amount
You Owe
Sign
Here
Date
Your signature
Keep a copy
for your
records.
Date
Spouse’s signature. If a joint return, both must sign.
Preparer’s SSN or PTIN
Date
Preparer’s
signature
Check if
self-employed
Paid
Preparer’s
Use Only
Firm’s name (or
yours if self-employed),
address, and ZIP code
EIN
Phone no.
©
©
©
Your occupation
Tax (see page 33). Check if any tax is from:
Amount you owe. Subtract line 72 from line 63. For details on how to pay, see page 60
©
b
Direct deposit?
See page 59
and fill in 74b,
74c, and 74d,
or Form 8888.
Routing number
Account number
c
Checking
Savings
a
Form(s) 8814
Form 4972
b
d
©
©
72
54
Retirement savings contributions credit. Attach Form 8880
58
59
Advance earned income credit payments from Form(s) W-2, box 9
73
©
Child tax credit (see page 39). Attach Form 8901 if required
Credits from:
52
Additional child tax credit. Attach Form 8812
67
68
Standard
Deduction
for—
Joint return?
See page 13.
Daytime phone number
( )
Separation 1 of 2: Black
Earned income credit (EIC)
Credit for the elderly or the disabled. Attach Schedule R
45
46
Alternative minimum tax (see page 36). Attach Form 6251
Add lines 44 and 45
©
Credit for child and dependent care expenses. Attach Form 2441
50
If you have a
qualifying
child, attach
Schedule EIC.
45
46
66a
Spouse’s occupation
( )
Form 1040 (2007)
People who
checked any
box on line
39a or 39b or
who can be
claimed as a
dependent,
see page 31.
All others:
Designee’s
name
©
Do you want to allow another person to discuss this return with the IRS (see page 61)?
Third Party
Designee
Phone
no.
©
( )
Yes. Complete the following.
No
Personal identification
number (PIN)
©
55
Foreign tax credit. Attach Form 1116 if required
55
a
Form 8396
b
Form 8859
51
Residential energy credits. Attach Form 5695
63
63
Type:
c
Form 8885
Total boxes
checked
©
$
%
51
49
53
48
47
54
52
50
66b
Nontaxable combat pay election
©
b
c
Form 8839
Other credits:
a
Form 3800
b
Form 8801
c
Form
71
Refundable credit for prior year minimum tax from Form 8801, line 27
71
c
Form(s) 8889
a
Form 4137
b
Form 8919