1040 U.S. Individual Income Tax Return

Form

1040

Department of the Treasury—Internal Revenue Service

U.S. Individual Income Tax Return

2007

For the year Jan. 1–Dec. 31, 2007, or other tax year beginning

Label
(See
instructions
on page 12.)
Use the IRS
label.
Otherwise,
please print
or type.

L
A
B
E
L
H
E
R
E

IRS Use Only—Do not write or staple in this space.

, 2007, ending

, 20

Your first name and initial

Last name

OMB No. 1545-0074
Your social security number

If a joint return, spouse’s first name and initial

Last name

Spouse’s social security number

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.

You must enter
your SSN(s) above.

¶

Checking a box below will not

change your tax or refund.
Presidential
Election Campaign © Check here if you, or your spouse if filing jointly, want $3 to go to this fund (see page 12) ©
Spouse
You

Filing Status
Check only
one box.

Exemptions

1

Single

2

Married filing jointly (even if only one had income)

4

3

Married filing separately. Enter spouse’s SSN above
and full name here. ©

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. ©
Qualifying widow(er) with dependent child (see page 14)

5

6a
Yourself. If someone can claim you as a dependent, do not check box 6a
b
Spouse
(4) if qualifying
(3) Dependent’s
c Dependents:
(2) Dependent’s
(1) First name

relationship to
you

social security number

Last name

%

child for child tax
credit (see page 15)

If more than four
dependents, see
page 15.

Add numbers on
lines above ©

d Total number of exemptions claimed

Income
Attach Form(s)
W-2 here. Also
attach Forms
W-2G and
1099-R if tax
was withheld.

7

7
Wages, salaries, tips, etc. Attach Form(s) W-2
8a Taxable interest. Attach Schedule B if required

8a
8b

b Tax-exempt interest. Do not include on line 8a
9a Ordinary dividends. Attach Schedule B if required

9a
9b

b Qualified dividends (see page 19)
10

Taxable refunds, credits, or offsets of state and local income taxes (see page 20)

10

11

Alimony received

11

12

Business income or (loss). Attach Schedule C or C-EZ

12

13

Capital gain or (loss). Attach Schedule D if required. If not required, check here ©

13

If you did not
get a W-2,
see page 19.

14
15a

Other gains or (losses). Attach Form 4797
15a
IRA distributions

16a

Pensions and annuities

Enclose, but do
not attach, any
payment. Also,
please use
Form 1040-V.

17

Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E

17

18

Farm income or (loss). Attach Schedule F

18

19

Unemployment compensation
20a
Social security benefits

Adjusted
Gross
Income

20a
21
22

16a

14
b Taxable amount (see page 21)

15b

b Taxable amount (see page 22)

16b

19
b Taxable amount (see page 24)

Other income. List type and amount (see page 24)
Add the amounts in the far right column for lines 7 through 21. This is your total income

23

Educator expenses (see page 26)

23

24

Certain business expenses of reservists, performing artists, and
fee-basis government officials. Attach Form 2106 or 2106-EZ

24

25
26

Health savings account deduction. Attach Form 8889

25

Moving expenses. Attach Form 3903

26

27

One-half of self-employment tax. Attach Schedule SE

27

28

Self-employed SEP, SIMPLE, and qualified plans

28

29

Self-employed health insurance deduction (see page 26)

29

30

Penalty on early withdrawal of savings

31a

Alimony paid

32

IRA deduction (see page 27)

32

33

Student loan interest deduction (see page 30)

33

34

Tuition and fees deduction. Attach Form 8917

34

35
36
37

Domestic production activities deduction. Attach Form 8903

35

b Recipient’s SSN

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 page 16)
Dependents on 6c
not entered above

©

21
©

22

30
31a

Add lines 23 through 31a and 32 through 35
Subtract line 36 from line 22. This is your adjusted gross income

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 83.

20b

36
©

Cat. No. 11320B

37
Form

1040

(2007)

Form 1040 (2007)

Tax
and
Credits

Page

38

Amount from line 37 (adjusted gross income)

39a

Check
if:

40

Itemized deductions (from Schedule A) or your standard deduction (see left margin)

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

Tax (see page 33). Check if any tax is from: a

44

45

Alternative minimum tax (see page 36). Attach Form 6251

46

Add lines 44 and 45

$

%

You were born before January 2, 1943,
Blind. Total boxes
Blind. checked © 39a
Spouse was born before January 2, 1943,
b If your spouse itemizes on a separate return or you were a dual-status alien, see page 31 and check here ©39b

Standard
Deduction
for—
● People who
checked any
box on line
39a or 39b or
who can be
claimed as a
dependent,
see page 31.
● All others:

Form(s) 8814 b

Form 4972 c

©

Single or
Married filing
separately,
$5,350

47

Credit for child and dependent care expenses. Attach Form 2441

48

Credit for the elderly or the disabled. Attach Schedule R

48

49

Education credits. Attach Form 8863

49

Married filing
jointly or
Qualifying
widow(er),
$10,700

50

Residential energy credits. Attach Form 5695

50

51

Foreign tax credit. Attach Form 1116 if required

51

52
53

Child tax credit (see page 39). Attach Form 8901 if required

52
53

Head of
household,
$7,850

54

Credits from:

Retirement savings contributions credit. Attach Form 8880

46

55
56
57

54
Form 8859 c
Form 8839
a
Form 8396 b
55
Other credits: a
Form 3800 b
Form 8801 c
Form
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-

58

Self-employment tax. Attach Schedule SE

59

Unreported social security and Medicare tax from: a

60

Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required

60

61
62
63

Advance earned income credit payments from Form(s) W-2, box 9
Household employment taxes. Attach Schedule H
Add lines 57 through 62. This is your total tax

61

64

Federal income tax withheld from Forms W-2 and 1099

65

2007 estimated tax payments and amount applied from 2006 return

65

Earned income credit (EIC)
Nontaxable combat pay election © 66b
Excess social security and tier 1 RRTA tax withheld (see page 59)

66a

68

Additional child tax credit. Attach Form 8812

68

69

Amount paid with request for extension to file (see page 59)

69

70
71
72

70
Payments from: a
Form 2439 b
Form 4136 c
Form 8885
71
Refundable credit for prior year minimum tax from Form 8801, line 27
Add lines 64, 65, 66a, and 67 through 71. These are your total payments

73
74a

If line 72 is more than line 63, subtract line 63 from line 72. This is the amount you overpaid
Amount of line 73 you want refunded to you. If Form 8888 is attached, check here ©

Other
Taxes

Payments

If you have a 66a
qualifying
b
child, attach
Schedule EIC. 67

Refund
©

b
d

©

75
76
77

Amount
You Owe

Form(s) 8889

45
47

Direct deposit?
See page 59
and fill in 74b,
74c, and 74d,
or Form 8888.

56
©

57
58

Form 4137

59

Form 8919

62
©

63

©

72

64

©

Routing number

b

c Type:

67

Checking

73
74a

Savings

Account number
Amount of line 73 you want applied to your 2008 estimated tax ©
75
Amount you owe. Subtract line 72 from line 63. For details on how to pay, see page 60
Estimated tax penalty (see page 61)
77

©

76

Third Party
Designee

Do you want to allow another person to discuss this return with the IRS (see page 61)?

Sign
Here

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.

Joint return?
See page 13.
Keep a copy
for your
records.

Paid
Preparer’s
Use Only

2

38

©

Designee’s
©
name

Phone
©
no.

(

Yes. Complete the following.

Personal identification
©
number (PIN)

)

Your signature

Date

Your occupation

Spouse’s signature. If a joint return, both must sign.

Date

Spouse’s occupation

Daytime phone number
(

Preparer’s
signature

©

Firm’s name (or
yours if self-employed),
address, and ZIP code

Date

©

No

Check if
self-employed

)

Preparer’s SSN or PTIN

EIN
Phone no.

(

)
Form

1040

(2007)