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Taxact 2009

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Taxact 2009

Taxact 2009 4. Taxact 2009   Retirement Savings Contributions Credit (Saver's Credit) Table of Contents What's New Introduction Full-time student. Taxact 2009 Adjusted gross income. Taxact 2009 Distributions received by spouse. Taxact 2009 Testing period. Taxact 2009 What's New Modified AGI limit for retirement savings contributions credit increased. Taxact 2009  For 2013, you may be able to claim the retirement savings contributions credit if your modified AGI is not more than: $59,000 if your filing status is married filing jointly, $44,250 if your filing status is head of household, or $29,500 if your filing status is single, married filing separately, or qualifying widow(er). Taxact 2009 Introduction You may be able to take a tax credit if you make eligible contributions (defined later) to a qualified retirement plan, an eligible deferred compensation plan, or an individual retirement arrangement (IRA). Taxact 2009 You may be able to take a credit of up to $1,000 (up to $2,000 if filing jointly). Taxact 2009 This credit could reduce the federal income tax you pay dollar for dollar. Taxact 2009    Can you claim the credit?   If you make eligible contributions to a qualified retirement plan, an eligible deferred compensation plan, or an IRA, you can claim the credit if all of the following apply. Taxact 2009 You were born before January 2, 1996. Taxact 2009 You are not a full-time student (explained next). Taxact 2009 No one else, such as your parent(s), claims an exemption for you on their tax return. Taxact 2009 Your adjusted gross income (defined below) is not more than: $59,000 if your filing status is married filing jointly, $44,250 if your filing status is head of household, or $29,500 if your filing status is single, married filing separately, or qualifying widow(er). Taxact 2009 Full-time student. Taxact 2009   You are a full-time student if, during some part of each of 5 calendar months (not necessarily consecutive) during the calendar year, you are either: A full-time student at a school that has a regular teaching staff, course of study, and regularly enrolled body of students in attendance, or A student taking a full-time, on-farm training course given by either a school that has a regular teaching staff, course of study, and regularly enrolled body of students in attendance, or a state, county, or local government. Taxact 2009 You are a full-time student if you are enrolled for the number of hours or courses the school considers to be full time. Taxact 2009 Adjusted gross income. Taxact 2009   This is generally the amount on line 38 of your 2013 Form 1040; line 22 of your 2013 Form 1040A; or line 37 of your 2013 Form 1040NR. Taxact 2009 However, you must add to that amount any exclusion or deduction claimed for the year for: Foreign earned income, Foreign housing costs, Income for bona fide residents of American Samoa, and Income from Puerto Rico. Taxact 2009 Eligible contributions. Taxact 2009   These include: Contributions to a traditional or Roth IRA, Salary reduction contributions (elective deferrals, including amounts designated as after-tax Roth contributions) to: A 401(k) plan (including a SIMPLE 401(k)), A section 403(b) annuity, An eligible deferred compensation plan of a state or local government (a governmental 457 plan), A SIMPLE IRA plan, or A salary reduction SEP, and Contributions to a section 501(c)(18) plan. Taxact 2009 They also include voluntary after-tax employee contributions to a tax-qualified retirement plan or section 403(b) annuity. Taxact 2009 For purposes of the credit, an employee contribution will be voluntary as long as it is not required as a condition of employment. Taxact 2009 Reducing eligible contributions. Taxact 2009   Reduce your eligible contributions (but not below zero) by the total distributions you received during the testing period (defined later) from any IRA, plan, or annuity included above under Eligible contributions. Taxact 2009 Also reduce your eligible contributions by any distribution from a Roth IRA that is not rolled over, even if the distribution is not taxable. Taxact 2009   Do not reduce your eligible contributions by any of the following. Taxact 2009 The portion of any distribution which is not includible in income because it is a trustee-to-trustee transfer or a rollover distribution. Taxact 2009 Distributions that are taxable as the result of an in-plan rollover to your designated Roth account. Taxact 2009 Any distribution that is a return of a contribution to an IRA (including a Roth IRA) made during the year for which you claim the credit if: The distribution is made before the due date (including extensions) of your tax return for that year, You do not take a deduction for the contribution, and The distribution includes any income attributable to the contribution. Taxact 2009 Loans from a qualified employer plan treated as a distribution. Taxact 2009 Distributions of excess contributions or deferrals (and income attributable to excess contributions and deferrals). Taxact 2009 Distributions of dividends paid on stock held by an employee stock ownership plan under section 404(k). Taxact 2009 Distributions from an eligible retirement plan that are converted or rolled over to a Roth IRA. Taxact 2009 Distributions from a military retirement plan. Taxact 2009 Distributions from an inherited IRA by a nonspousal beneficiary. Taxact 2009 Distributions received by spouse. Taxact 2009   Any distributions your spouse receives are treated as received by you if you file a joint return with your spouse both for the year of the distribution and for the year for which you claim the credit. Taxact 2009 Testing period. Taxact 2009   The testing period consists of the year for which you claim the credit, the period after the end of that year and before the due date (including extensions) for filing your return for that year, and the 2 tax years before that year. Taxact 2009 Example. Taxact 2009 You and your spouse filed joint returns in 2011 and 2012, and plan to do so in 2013 and 2014. Taxact 2009 You received a taxable distribution from a qualified plan in 2011 and a taxable distribution from an eligible deferred compensation plan in 2012. Taxact 2009 Your spouse received taxable distributions from a Roth IRA in 2013 and tax-free distributions from a Roth IRA in 2014 before April 15. Taxact 2009 You made eligible contributions to an IRA in 2013 and you otherwise qualify for this credit. Taxact 2009 You must reduce the amount of your qualifying contributions in 2013 by the total of the distributions you received in 2011, 2012, 2013, and 2014. Taxact 2009 Maximum eligible contributions. Taxact 2009   After your contributions are reduced, the maximum annual contribution on which you can base the credit is $2,000 per person. Taxact 2009 Effect on other credits. Taxact 2009   The amount of this credit will not change the amount of your refundable tax credits. Taxact 2009 A refundable tax credit, such as the earned income credit or the refundable amount of your child tax credit, is an amount that you would receive as a refund even if you did not otherwise owe any taxes. Taxact 2009 Maximum credit. Taxact 2009   This is a nonrefundable credit. Taxact 2009 The amount of the credit in any year cannot be more than the amount of tax that you would otherwise pay (not counting any refundable credits) in any year. Taxact 2009 If your tax liability is reduced to zero because of other nonrefundable credits, such as the credit for child and dependent care expenses, then you will not be entitled to this credit. Taxact 2009 How to figure and report the credit. Taxact 2009   The amount of the credit you can get is based on the contributions you make and your credit rate. Taxact 2009 Your credit rate can be as low as 10% or as high as 50%. Taxact 2009 Your credit rate depends on your income and your filing status. Taxact 2009 See Form 8880 to determine your credit rate. Taxact 2009   The maximum contribution taken into account is $2,000 per person. Taxact 2009 On a joint return, up to $2,000 is taken into account for each spouse. Taxact 2009   Figure the credit on Form 8880. Taxact 2009 Report the credit on line 50 of your Form 1040; line 32 of your Form 1040A; or line 47 of your Form 1040NR and attach Form 8880 to your return. Taxact 2009 Prev  Up  Next   Home   More Online Publications
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The Taxact 2009

Taxact 2009 30. Taxact 2009   How To Figure Your Tax Table of Contents Introduction Figuring Your Tax Alternative Minimum Tax (AMT) Tax Figured by IRSFiling the Return Introduction After you have figured your income and deductions as explained in Parts One through Five, your next step is to figure your tax. Taxact 2009 This chapter discusses: The general steps you take to figure your tax, An additional tax you may have to pay called the alternative minimum tax (AMT), and The conditions you must meet if you want the IRS to figure your tax. Taxact 2009 Figuring Your Tax Your income tax is based on your taxable income. Taxact 2009 After you figure your income tax and AMT, if any, subtract your tax credits and add any other taxes you may owe. Taxact 2009 The result is your total tax. Taxact 2009 Compare your total tax with your total payments to determine whether you are entitled to a refund or if you must make a payment. Taxact 2009 This section provides a general outline of how to figure your tax. Taxact 2009 You can find step-by-step directions in the Instructions for Forms 1040EZ, 1040A, and 1040. Taxact 2009 If you are unsure of which tax form you should file, see Which Form Should I Use? in chapter 1. Taxact 2009 Tax. Taxact 2009   Most taxpayers use either the Tax Table or the Tax Computation Worksheet to figure their income tax. Taxact 2009 However, there are special methods if your income includes any of the following items. Taxact 2009 A net capital gain. Taxact 2009 (See chapter 16. Taxact 2009 ) Qualified dividends taxed at the same rates as a net capital gain. Taxact 2009 (See chapters 8 and 16. Taxact 2009 ) Lump-sum distributions. Taxact 2009 (See chapter 10. Taxact 2009 ) Farming or fishing income. Taxact 2009 (See Schedule J (Form 1040), Income Averaging for Farmers and Fishermen. Taxact 2009 ) Unearned income over $2,000 for certain children. Taxact 2009 (See chapter 31. Taxact 2009 ) Parents' election to report child's interest and dividends. Taxact 2009 (See chapter 31. Taxact 2009 ) Foreign earned income exclusion or the housing exclusion. Taxact 2009 (See Form 2555, Foreign Earned Income, or Form 2555-EZ, Foreign Earned Income Exclusion, and the Foreign Earned Income Tax Worksheet in the Form 1040 instructions. Taxact 2009 ) Credits. Taxact 2009   After you figure your income tax and any AMT (discussed later), determine if you are eligible for any tax credits. Taxact 2009 Eligibility information for these tax credits is discussed in chapters 32 through 37 and your form instructions. Taxact 2009 The following table lists the credits you may be able to subtract from your tax and shows where you can find more information on each credit. Taxact 2009 CREDITS For information on: See  chapter: Adoption 37 Alternative motor vehicle 37 Alternative fuel vehicle refueling  property 37 Child and dependent care 32 Child tax 34 Credit to holders of tax credit  bonds 37 Education 35 Elderly or disabled 33 Electric vehicle 37 Foreign tax 37 Mortgage interest 37 Prior year minimum tax 37 Residential energy 37 Retirement savings contributions 37   Some credits (such as the earned income credit) are not listed because they are treated as payments. Taxact 2009 See Payments , later. Taxact 2009   There are other credits that are not discussed in this publication. Taxact 2009 These include the following credits. Taxact 2009 General business credit, which is made up of several separate business-related credits. Taxact 2009 These generally are reported on Form 3800, General Business Credit, and are discussed in chapter 4 of Publication 334, Tax Guide for Small Business. Taxact 2009 Renewable electricity, refined coal, and Indian coal production credit for electricity and refined coal produced at facilities placed in service after October 22, 2004 (after October 2, 2008, for electricity produced from marine and hydrokinetic renewables), and Indian coal produced at facilities placed in service after August 8, 2005. Taxact 2009 See Form 8835, Part II. Taxact 2009 Work opportunity credit. Taxact 2009 See Form 5884. Taxact 2009 Credit for employer social security and Medicare taxes paid on certain employee tips. Taxact 2009 See Form 8846. Taxact 2009 Other taxes. Taxact 2009   After you subtract your tax credits, determine whether there are any other taxes you must pay. Taxact 2009 This chapter does not explain these other taxes. Taxact 2009 You can find that information in other chapters of this publication and your form instructions. Taxact 2009 See the following table for other taxes you may need to add to your income tax. Taxact 2009 OTHER TAXES For information on: See  chapter: Additional taxes on qualified retirement plans and IRAs 10, 17 Household employment taxes 32 Recapture of an education credit 35 Social security and Medicare tax on wages 5 Social security and Medicare tax on tips 6 Uncollected social security and Medicare tax on tips 6   You also may have to pay AMT (discussed later in this chapter). Taxact 2009   There are other taxes that are not discussed in this publication. Taxact 2009 These include the following items. Taxact 2009 Self-employment tax. Taxact 2009 You must figure this tax if either of the following applies to you (or your spouse if you file a joint return). Taxact 2009 Your net earnings from self-employment from other than church employee income were $400 or more. Taxact 2009 The term “net earnings from self-employment” may include certain nonemployee compensation and other amounts reported to you on Form 1099-MISC, Miscellaneous Income. Taxact 2009 If you received a Form 1099-MISC, see the Instructions for Recipient on the back. Taxact 2009 Also see the Instructions for Schedule SE (Form 1040), Self-Employment Tax; and Publication 334, Tax Guide for Small Business. Taxact 2009 You had church employee income of $108. Taxact 2009 28 or more. Taxact 2009 Additional Medicare Tax. Taxact 2009 Beginning in 2013, you may be subject to a 0. Taxact 2009 9% Additional Medicare Tax that applies to Medicare wages, Railroad Retirement Act compensation, and self-employment income over a threshold based on your filing status. Taxact 2009 For more information, see the Instructions for Form 1040, line 60 and Form 8959. Taxact 2009 Net Investment Income Tax (NIIT). Taxact 2009 Beginning in 2013, you may be subject to Net Investment Income Tax (NIIT). Taxact 2009 NIIT is a 3. Taxact 2009 8% tax on the lesser of net investment income or the excess of your modified adjusted gross income over a threshold amount. Taxact 2009 For more information, see the Instructions for Form 1040, line 60 and Form 8960. Taxact 2009 Recapture taxes. Taxact 2009 You may have to pay these taxes if you previously claimed an investment credit, a low-income housing credit, a new markets credit, a qualified plug-in electric drive motor vehicle credit, an alternative motor vehicle credit, a credit for employer-provided child care facilities, an Indian employment credit, or other credits listed in the instructions for Form 1040, line 60. Taxact 2009 For more information, see the instructions for Form 1040, line 60. Taxact 2009 Section 72(m)(5) excess benefits tax. Taxact 2009 If you are (or were) a 5% owner of a business and you received a distribution that exceeds the benefits provided for you under the qualified pension or annuity plan formula, you may have to pay this additional tax. Taxact 2009 See Tax on Excess Benefits in chapter 4 of Publication 560, Retirement Plans for Small Business. Taxact 2009 Uncollected social security and Medicare tax on group-term life insurance. Taxact 2009 If your former employer provides you with more than $50,000 of group-term life insurance coverage, you must pay the employee part of social security and Medicare taxes on those premiums. Taxact 2009 The amount should be shown in box 12 of your Form W-2 with codes M and N. Taxact 2009 Tax on golden parachute payments. Taxact 2009 This tax applies if you received an “excess parachute payment” (EPP) due to a change in a corporation's ownership or control. Taxact 2009 The amount should be shown in box 12 of your Form W-2 with code K. Taxact 2009 See the instructions for Form 1040, line 60. Taxact 2009 Tax on accumulation distribution of trusts. Taxact 2009 This applies if you are the beneficiary of a trust that accumulated its income instead of distributing it currently. Taxact 2009 See Form 4970 and its instructions. Taxact 2009 Additional tax on HSAs or MSAs. Taxact 2009 If amounts contributed to, or distributed from, your health savings account or medical savings account do not meet the rules for these accounts, you may have to pay additional taxes. Taxact 2009 See Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans; Form 8853, Archer MSAs and Long-Term Care Insurance Contracts; Form 8889, Health Savings Accounts (HSAs); and Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts. Taxact 2009 Additional tax on Coverdell ESAs. Taxact 2009 This applies if amounts contributed to, or distributed from, your Coverdell ESA do not meet the rules for these accounts. Taxact 2009 See Publication 970, Tax Benefits for Education, and Form 5329. Taxact 2009 Additional tax on qualified tuition programs. Taxact 2009 This applies to amounts distributed from qualified tuition programs that do not meet the rules for these accounts. Taxact 2009 See Publication 970 and Form 5329. Taxact 2009 Excise tax on insider stock compensation from an expatriated corporation. Taxact 2009 You may owe a 15% excise tax on the value of nonstatutory stock options and certain other stock-based compensation held by you or a member of your family from an expatriated corporation or its expanded affiliated group in which you were an officer, director, or more-than-10% owner. Taxact 2009 For more information, see the instructions for Form 1040, line 60. Taxact 2009 Additional tax on income you received from a nonqualified deferred compensation plan that fails to meet certain requirements. Taxact 2009 This income should be shown in Form W-2, box 12, with code Z, or in Form 1099-MISC, box 15b. Taxact 2009 For more information, see the instructions for Form 1040, line 60. Taxact 2009 Interest on the tax due on installment income from the sale of certain residential lots and timeshares. Taxact 2009 For more information, see the instructions for Form 1040, line 60. Taxact 2009 Interest on the deferred tax on gain from certain installment sales with a sales price over $150,000. Taxact 2009 For more information, see the instructions for Form 1040, line 60. Taxact 2009 Repayment of first-time homebuyer credit. Taxact 2009 For more information, see Form 5405, Repayment of the First-Time Homebuyer Credit, and its instructions. Taxact 2009 Also see the instructions for Form 1040, line 59b. Taxact 2009 Payments. Taxact 2009   After you determine your total tax, figure the total payments you have already made for the year. Taxact 2009 Include credits that are treated as payments. Taxact 2009 This chapter does not explain these payments and credits. Taxact 2009 You can find that information in other chapters of this publication and your form instructions. Taxact 2009 See the following table for amounts you can include in your total payments. Taxact 2009 PAYMENTS For information on: See  chapter: Child tax credit (additional) 34 Earned income credit 36 Estimated tax paid 4 Excess social security   and RRTA tax withheld 37 Federal income tax withheld 4 Health coverage tax credit 37 Credit for tax on   undistributed capital gain 37 Tax paid with extension 1   Another credit that is treated as a payment is the credit for federal excise tax paid on fuels. Taxact 2009 This credit is for persons who have a nontaxable use of certain fuels, such as diesel fuel and kerosene. Taxact 2009 It is claimed on Form 1040, line 70. Taxact 2009 See Form 4136, Credit for Federal Tax Paid on Fuels. Taxact 2009 Refund or balance due. Taxact 2009   To determine whether you are entitled to a refund or whether you must make a payment, compare your total payments with your total tax. Taxact 2009 If you are entitled to a refund, see your form instructions for information on having it directly deposited into one or more of your accounts, or to purchase U. Taxact 2009 S. Taxact 2009 savings bonds instead of receiving a paper check. Taxact 2009 Alternative Minimum Tax (AMT) This section briefly discusses an additional tax you may have to pay. Taxact 2009 The tax law gives special treatment to some kinds of income and allows special deductions and credits for some kinds of expenses. Taxact 2009 Taxpayers who benefit from this special treatment may have to pay at least a minimum amount of tax through an additional tax called AMT. Taxact 2009 You may have to pay the AMT if your taxable income for regular tax purposes, combined with certain adjustments and tax preference items, is more than a certain amount. Taxact 2009 See Form 6251, Alternative Minimum Tax — Individuals. Taxact 2009 Adjustments and tax preference items. Taxact 2009   The more common adjustments and tax preference items include: Addition of personal exemptions, Addition of the standard deduction (if claimed), Addition of itemized deductions claimed for state and local taxes, certain interest, most miscellaneous deductions, and part of medical expenses, Subtraction of any refund of state and local taxes included in gross income, Changes to accelerated depreciation of certain property, Difference between gain or loss on the sale of property reported for regular tax purposes and AMT purposes, Addition of certain income from incentive stock options, Change in certain passive activity loss deductions, Addition of certain depletion that is more than the adjusted basis of the property, Addition of part of the deduction for certain intangible drilling costs, and Addition of tax-exempt interest on certain private activity bonds. Taxact 2009 More information. Taxact 2009   For more information about the AMT, see the instructions for Form 6251. Taxact 2009 Tax Figured by IRS If you file by April 15, 2014, you can have the IRS figure your tax for you on Form 1040EZ, Form 1040A, or Form 1040. Taxact 2009 If the IRS figures your tax and you paid too much, you will receive a refund. Taxact 2009 If you did not pay enough, you will receive a bill for the balance. Taxact 2009 To avoid interest or the penalty for late payment, you must pay the bill within 30 days of the date of the bill or by the due date for your return, whichever is later. Taxact 2009 The IRS can also figure the credit for the elderly or the disabled and the earned income credit for you. Taxact 2009 When the IRS cannot figure your tax. Taxact 2009   The IRS cannot figure your tax for you if any of the following apply. Taxact 2009 You want your refund directly deposited into your accounts. Taxact 2009 You want any part of your refund applied to your 2014 estimated tax. Taxact 2009 You had income for the year from sources other than wages, salaries, tips, interest, dividends, taxable social security benefits, unemployment compensation, IRA distributions, pensions, and annuities. Taxact 2009 Your taxable income is $100,000 or more. Taxact 2009 You itemize deductions. Taxact 2009 You file any of the following forms. Taxact 2009 Form 2555, Foreign Earned Income. Taxact 2009 Form 2555-EZ, Foreign Earned Income Exclusion. Taxact 2009 Form 4137, Social Security and Medicare Tax on Unreported Tip Income. Taxact 2009 Form 4970, Tax on Accumulation Distribution of Trusts. Taxact 2009 Form 4972, Tax on Lump-Sum Distributions. Taxact 2009 Form 6198, At-Risk Limitations. Taxact 2009 Form 6251, Alternative Minimum Tax—Individuals. Taxact 2009 Form 8606, Nondeductible IRAs. Taxact 2009 Form 8615, Tax for Certain Children Who Have Unearned Income. Taxact 2009 Form 8814, Parents' Election To Report Child's Interest and Dividends. Taxact 2009 Form 8839, Qualified Adoption Expenses. Taxact 2009 Form 8853, Archer MSAs and Long-Term Care Insurance Contracts. Taxact 2009 Form 8889, Health Savings Accounts (HSAs). Taxact 2009 Form 8919, Uncollected Social Security and Medicare Tax on Wages. Taxact 2009 Filing the Return After you complete the line entries for the tax form you are filing, fill in your name and address. Taxact 2009 Enter your social security number in the space provided. Taxact 2009 If you are married, enter the social security numbers of you and your spouse even if you file separately. Taxact 2009 Sign and date your return and enter your occupation(s). Taxact 2009 If you are filing a joint return, both you and your spouse must sign it. Taxact 2009 Enter your daytime phone number in the space provided. Taxact 2009 This may help speed the processing of your return if we have a question that can be answered over the phone. Taxact 2009 If you are filing a joint return, you may enter either your or your spouse's daytime phone number. Taxact 2009 If you want to allow a friend, family member, or any other person you choose to discuss your 2013 tax return with the IRS, check the “Yes” box in the “Third party designee” area on your return. Taxact 2009 Also enter the designee's name, phone number, and any five digits the designee chooses as his or her personal identification number (PIN). Taxact 2009 If you check the “Yes” box, you, and your spouse if filing a joint return, are authorizing the IRS to call the designee to answer any questions that may arise during the processing of your return. Taxact 2009 Fill in and attach any schedules and forms asked for on the lines you completed to your paper return. Taxact 2009 Attach a copy of each of your Forms W-2 to your paper return. Taxact 2009 Also attach to your paper return any Form 1099-R you received that has withholding tax in box 4. Taxact 2009 Mail your return to the Internal Revenue Service Center for the area where you live. Taxact 2009 A list of Service Center addresses is in the instructions for your tax return. Taxact 2009 Form 1040EZ Line Entries Read lines 1 through 8b and fill in the lines that apply to you. Taxact 2009 Do not complete lines 9 through 12. Taxact 2009 If you are filing a joint return, use the space to the left of line 6 to separately show your taxable income and your spouse's taxable income. Taxact 2009 Payments. Taxact 2009   Enter any federal income tax withheld on line 7. Taxact 2009 Federal income tax withheld is shown on Form W-2, box 2, or Form 1099, box 4. Taxact 2009 Earned income credit. Taxact 2009   If you can take this credit, as discussed in chapter 36, the IRS can figure it for you. Taxact 2009 Enter “EIC” in the space to the left of line 8a. Taxact 2009 Enter the nontaxable combat pay you elect to include in earned income on line 8b. Taxact 2009   If your credit for any year after 1996 was reduced or disallowed by the IRS, you may also have to file Form 8862, Information To Claim Earned Income Credit After Disallowance, with your return. Taxact 2009 For details, see the Form 1040EZ Instructions. Taxact 2009 Form 1040A Line Entries Read lines 1 through 27 and fill in the lines that apply to you. Taxact 2009 If you are filing a joint return, use the space to the left of the entry space for line 27 to separately show your taxable income and your spouse's taxable income. Taxact 2009 Do not complete line 28. Taxact 2009 Complete lines 29 through 33 and 36 through 40 if they apply to you. Taxact 2009 However, do not fill in lines 30 and 38a if you want the IRS to figure the credits shown on those lines. Taxact 2009 Also, enter any write-in information that applies to you in the space to the left of line 41. Taxact 2009 Do not complete lines 34, 35, and 42 through 46. Taxact 2009 Payments. Taxact 2009   Enter any federal income tax withheld that is shown on Form W-2, box 2, or Form 1099, box 4, on line 36. Taxact 2009 Enter any estimated tax payments you made on line 37. Taxact 2009 Credit for child and dependent care expenses. Taxact 2009   If you can take this credit, as discussed in chapter 32, complete Form 2441, Child and Dependent Care Expenses, and attach it to your return. Taxact 2009 Enter the amount of the credit on line 29. Taxact 2009 The IRS will not figure this credit. Taxact 2009 Credit for the elderly or the disabled. Taxact 2009   If you can take this credit, as discussed in chapter 33, the IRS can figure it for you. Taxact 2009 Enter “CFE” in the space to the left of line 30 and attach Schedule R (Form 1040A or 1040), Credit for the Elderly or the Disabled, to your paper return. Taxact 2009 On Schedule R (Form 1040A or 1040), check the box in Part I for your filing status and age. Taxact 2009 Complete Part II and Part III, lines 11 and 13, if they apply. Taxact 2009 Earned income credit. Taxact 2009   If you can take this credit, as discussed in chapter 36, the IRS can figure it for you. Taxact 2009 Enter “EIC” to the left of the entry space for line 38a. Taxact 2009 Enter the nontaxable combat pay you elect to include in earned income on line 38b. Taxact 2009    If you have a qualifying child, you must fill in Schedule EIC (Form 1040A or 1040), Earned Income Credit, and attach it to your paper return. Taxact 2009 If you do not provide the child's social security number on Schedule EIC, line 2, the credit will be reduced or disallowed unless the child was born and died in 2013. Taxact 2009   If your credit for any year after 1996 was reduced or disallowed by the IRS, you may also have to file Form 8862 with your return. Taxact 2009 For details, see the Form 1040A Instructions. Taxact 2009 Form 1040 Line Entries Read lines 1 through 43 and fill in the lines that apply to you. Taxact 2009 Do not complete line 44. Taxact 2009 If you are filing a joint return, use the space under the words “Adjusted Gross Income” on the front of your return to separately show your taxable income and your spouse's taxable income. Taxact 2009 Read lines 45 through 71. Taxact 2009 Fill in the lines that apply to you, but do not fill in lines 54, 61, and 72. Taxact 2009 Also, do not complete line 55 and lines 73 through 77. Taxact 2009 Do not fill in line 53, box “c,” if you are completing Schedule R (Form 1040A or 1040), or line 64a if you want the IRS to figure the credits shown on those lines. Taxact 2009 Payments. Taxact 2009   Enter any federal income tax withheld that is shown on Form W-2, box 2, or Form 1099, box 4, on line 62. Taxact 2009 Enter any estimated tax payments you made on line 63. Taxact 2009 Credit for child and dependent care expenses. Taxact 2009   If you can take this credit, as discussed in chapter 32, complete Form 2441 and attach it to your paper return. Taxact 2009 Enter the amount of the credit on line 48. Taxact 2009 The IRS will not figure this credit. Taxact 2009 Credit for the elderly or the disabled. Taxact 2009   If you can take this credit, as discussed in chapter 33, the IRS can figure it for you. Taxact 2009 Enter “CFE” on the line next to line 53, check box “c,” and attach Schedule R (Form 1040A or 1040) to your paper return. Taxact 2009 On Schedule R (Form 1040A or 1040), check the box in Part I for your filing status and age. Taxact 2009 Complete Part II and Part III, lines 11 and 13, if they apply. Taxact 2009 Earned income credit. Taxact 2009   If you can take this credit, as discussed in chapter 36, the IRS can figure it for you. Taxact 2009 Enter “EIC” on the dotted line next to Form 1040, line 64a. Taxact 2009 Enter the nontaxable combat pay you elect to include in earned income on line 64b. Taxact 2009   If you have a qualifying child, you must fill in Schedule EIC (Form 1040A or 1040), Earned Income Credit, and attach it to your paper return. Taxact 2009 If you do not provide the child's social security number on Schedule EIC, line 2, the credit will be reduced or disallowed unless the child was born and died in 2013. Taxact 2009   If your credit for any year after 1996 was reduced or disallowed by the IRS, you may also have to file Form 8862 with your return. Taxact 2009 For details, see the Form 1040 Instructions. Taxact 2009 Prev  Up  Next   Home   More Online Publications