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, 2008, or other tax year beginning , 2008, ending , 20
Last name
Your first name and initial
Your social security number
(See
instructions
on page 14.)
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 14.
Apt. no.
City, town or post office, state, and ZIP code. If you have a foreign address, see page 14.
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 16)
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 17)
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 17.
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 22)
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 23)
15a
16b
16a
Pensions and annuities
b
Taxable amount (see page 24)
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 26)
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 30)
23
27
33
One-half of self-employment tax. Attach Schedule SE
29
Self-employed health insurance deduction (see page 29)
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 21.
Form
Married filing separately. Enter spouse’s SSN above
and full name here.
!
Cat. No. 11320B
!
Label
Form 1040 (2008)
IRS Use Only—Do not write or staple in this space.
Head of household (with qualifying person). (See page 15.) 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 28)
Moving expenses. Attach Form 3903
32
26
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 88.
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 18)
31a
34
Student loan interest deduction (see page 33)
33
36
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 14)
!
Spouse
You
(99)
Tuition and fees deduction. Attach Form 8917
37
4
5
23
Educator expenses (see page 28)
9b
b
Qualified dividends (see page 21)
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
08
Add lines 47 through 54. These are your total credits
Self-employment tax. Attach Schedule SE
Married filing
jointly or
Qualifying
widow(er),
$10,900
Head of
household,
$8,000
Itemized deductions (from Schedule A) or your standard deduction (see left margin)
Add lines 62 through 70. These are your total payments
!
Page 2
Form 1040 (2008)
Amount from line 37 (adjusted gross income)
38
38
Check
if:
39a
Tax
and
Credits
39a
Single or
Married filing
separately,
$5,450
If your spouse itemizes on a separate return or you were a dual-status alien, see page 34 and check here
!
b
39b
40
40
41
Subtract line 40 from line 38
41
42
If line 38 is over $119,975, or you provided housing to a Midwestern displaced individual, see
page 36. Otherwise, multiply $3,500 by the total number of exemptions claimed on line 6d
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
Credit for the elderly or the disabled. Attach Schedule R
48
47
56
Subtract line 55 from line 46. If line 55 is more than line 46, enter -0-
!
56
Other
Taxes
57
72
Unreported social security and Medicare tax from Form:
59
Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required
58
60
Add lines 56 through 60. This is your total tax
!
Federal income tax withheld from Forms W-2 and 1099
62
62
63
2008 estimated tax payments and amount applied from 2007 return
63
Payments
64a
67
Amount paid with request for extension to file (see page 61)
66
65
Excess social security and tier 1 RRTA tax withheld (see page 61)
67
71
Credits from Form:
68
73a
73a
74
74
If line 71 is more than line 61, subtract line 61 from line 71. This is the amount you overpaid
75
75
Amount of line 72 you want refunded to you. If Form 8888 is attached, check here
!
Refund
76
Amount of line 72 you want applied to your 2009 estimated tax
!
Estimated tax penalty (see page 65)
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.
76
You were born before January 2, 1944,
Blind.
Spouse was born before January 2, 1944,
Blind.
a
2439
b
4136
59
60
68
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 36). Check if any tax is from:
Amount you owe. Subtract line 71 from line 61. For details on how to pay, see page 65
!
b
Direct deposit?
See page 63
and fill in 73b,
73c, and 73d,
or Form 8888.
Routing number
Account number
c
Checking
Savings
a
Form(s) 8814
Form 4972
b
d
!
!
71
54
Child tax credit (see page 42). Attach Form 8901 if required
57
58
Additional taxes:
72
!
Retirement savings contributions credit. Attach Form 8880
Credits from Form:
52
Additional child tax credit. Attach Form 8812
65
66
Standard
Deduction
for—
Joint return?
See page 15.
Daytime phone number
( )
Earned income credit (EIC)
Credit for child and dependent care expenses. Attach Form 2441
45
46
Alternative minimum tax (see page 39). Attach Form 6251
Add lines 44 and 45
!
Foreign tax credit. Attach Form 1116 if required
50
If you have a
qualifying
child, attach
Schedule EIC.
45
46
64a
Spouse’s occupation
( )
Form 1040 (2008)
People who
checked any
box on line
39a, 39b, or
39c or who
can be
claimed as a
dependent,
see page 34.
All others:
Designee’s
name
!
Do you want to allow another person to discuss this return with the IRS (see page 66)?
Third Party
Designee
Phone
no.
!
( )
Yes. Complete the following.
No
Personal identification
number (PIN)
!
54
Education credits. Attach Form 8863
55
a
8396
b
8839
51
61
61
Type:
c
8801
Total boxes
checked
!
"
!
51
49
53
48
47
52
50
c
5695
Other credits from Form:
a
3800
b
8801
c
69
First-time homebuyer credit. Attach Form 5405
64b
a
4137
b
8919
55
70
Recovery rebate credit (see worksheet on pages 62 and 63)
b
Nontaxable combat pay election
69
70
Check if standard deduction includes real estate taxes or disaster loss (see page 34)
!
c
39c
a
AEIC payments
b
Household employment taxes. Attach Schedule H
d
8885