U.S. Individual Income Tax Return

U.S. Individual Income Tax Return

dk1040A-3_a04 (3)

U.S. Individual Income Tax Return

OMB: 1545-0074

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Package 1040A-3 Front Cover

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reproduction proofs. MUST be removed before printing.

Revised proofs requested

Layer 2
Color=PMS 185 Red

Layer 1
Color=Solid Black

2007

WHAT?

Notice and
Instructions for
Requesting
Your Economic
Stimulus
Payment

You may have heard that the United States Congress passed
and President George W. Bush signed into law the Economic
Stimulus Act of 2008, which provides for economic stimulus
payments to be made to over 130 million American
households. The payments will be made starting in May,
2008. But to receive a payment you have to file a 2007
tax return.

WHO?
Once you have filed a 2007 tax return, you do not have to
do anything more to receive your economic stimulus
payment. The IRS will determine eligibility, figure the
amount, and send you the payment.
If you do not have to file a 2007 tax return for tax purposes,
you still need to file a return in order to receive an economic
stimulus payment. You are eligible for a payment if you have
a total of $3,000 or more in qualifying income. Qualifying
income is—
● Earned income;
● Social security benefits;
● Certain veterans benefits; and
● Nontaxable combat pay.
If you qualify under this income test, you will receive a
payment of $300 ($600 if married filing jointly). In addition,
you will also receive an additional payment of $300 for each
child qualifying for the child tax credit in 2007.

HOW?
File a simple version of a Form 1040A to receive your
economic stimulus payment. You may use the enclosed Form
1040A.

WHEN?
You must file the Form 1040A with the IRS by December 1,
2008.

DO YOU NEED HELP?
If you need help filling out this form, you can receive
assistance by:
● Going to www.irs.gov;
● Calling the IRS at 1-800-TAX-FORM
(1-800-829-3676); or
● Visiting one of the following sites in your local
area—IRS Taxpayer Assistance Centers and
Volunteer Income Tax Assistance (VITA)
organizations.

IRS
Cat. No. 20774P

Department of the Treasury
Internal Revenue Service
www.irs.gov

Package 1040A-3

Page 2 of 3 of Forms and Instructions 1040A

15:40 - 27-FEB-2008

The type and rule above prints on all proofs including departmental reproduction proofs. MUST be removed before printing.

Tips for Completing Your Stimulus Return
If you are not required to file a 2007 tax return but want to receive an economic stimulus payment, you should fill
out and file the enclosed Form 1040A. You only have to fill in a few lines of information. Take a look at the sample
Form 1040A (also enclosed) to see which lines need to be filled in.
Specific instructions for filling out your Form 1040A are as follows.

Top of the Form
Across the top of the form, write the words “Stimulus Payment.”
Label
Fill in your name, address, and social security number in the spaces provided. Also, fill in your spouse’s name and
social security number if you are married.
You are not eligible for an economic stimulus payment if you or your spouse do not have a valid social
security number. Individual taxpayer identification numbers (ITINs) are not acceptable.

Filing Status
Check only the filing status that applies to you.
Single. Check the box on line 1 if you were not married or you were legally separated on December 31, 2007.
Married filing jointly. Check the box on line 2 if any of the following apply.
• You were married at the end of 2007.
• Your spouse died in 2007 and you did not remarry in 2007.
• You were married at the end of 2007, and your spouse died before you file this return.

Exemptions
Lines 6a and 6b. Check the box on line 6a, “Yourself,” unless you can be claimed as a dependent on another
person’s return. Check the box on line 6b, “Spouse,” if you checked the box on line 2 above and your spouse cannot
be claimed as a dependent on another person’s return. In the box to the right, enter the number of boxes you checked
on lines 6a and 6b.
Line 6c. If a child under the age of 17 lived with you for more than half of 2007, you may have a “qualifying child”
for the child tax credit. For more information and assistance in determining whether your child is a qualifying child
for the child tax credit, see pages 18-20 of the 2007 Instructions for Form 1040A or call 1-800-829-1040. If you
have a qualifying child or children, fill in the child(ren)’s name, social security number, and relationship to you (or
your spouse, if applicable) in the spaces provided. Also, remember to check the box in column (4). You only need to
list on line 6c qualifying children for the child tax credit.

A child must have a valid social security number to be a qualifying child. Individual taxpayer identification numbers (ITINs) and adoption taxpayer identification numbers (ATINs) are not acceptable.

Income
Line 7. Enter the total of your wages, salaries, tips, etc. that you received in 2007. For most people, the amount to
enter on this line (if any) should be shown in box 1 of their Form(s) W-2.

If you were self-employed or a partner, include the amount you would enter on Schedule SE, line 4, only if it is
less than $400.
If you didn’t have any of this type of income in 2007, enter -0- on this line.
Line 14a. Enter the total of any payments you received in 2007 for veterans disability and death benefits, and social
security and tier 1 railroad retirement benefits. If you do not know the exact amount of these benefits, you may
estimate the amount received by multiplying your monthly benefit by the number of months during 2007 you
- 2 -

Page 3 of 3 of Forms and Instructions 1040A

15:40 - 27-FEB-2008

The type and rule above prints on all proofs including departmental reproduction proofs. MUST be removed before printing.

received the benefit. If the total is less than $3,000, add any deductions for withheld taxes or Medicare premiums to
the benefits received, and then enter that amount on line 14a.
Line 40b. Enter your nontaxable combat pay. This amount is reported to you in box 12 of your Form(s) W-2 with
code Q.

Refund
Lines 44b through 44d. If you want your economic stimulus payment directly deposited to your checking or
savings account, complete lines 44b through 44d. Otherwise, we will send you a check. You can find the information on one of your checks, as seen on the sample check below.

Sample Check—Lines 44b Through 44d

1234

䊱

Rufus Maple
Mary Maple
1234 Main Street
Anytown, LA 70000

15-0000/0000

M
SA

Routing
number
(line 44b)

PL

E

PAY TO THE
ORDER OF

Account
number
(line 44d)

ANYTOWN BANK
Anytown, LA 70000

.
"’86"

|:250250025|:202020

DOLLARS

Do not
include
the check
number

䊱

For

$

1234

Line 44b. The routing number must be nine digits. The first two digits must be 01 through 12 or 21 through 32.
On the sample check above, the routing number is 250250025.
Line 44c. Check the appropriate box for the type of account. Do not check more than one box.
Line 44d. The account number can be up to 17 characters (both numbers and letters). Include hyphens but omit
spaces and special symbols. Enter the number from left to right and leave any unused boxes blank. On the sample
check above, the account number is 20202086. Do not include the check number.

Sign Here
Form 1040A is not considered a valid return unless you sign it. If you are filing a joint return, your spouse must also
sign. Also, be sure to date your return. Enter your daytime phone number in the space provided.
Guardians. If your child cannot sign the return, either parent can sign the child’s name in the space provided. Then,
enter “By (your signature), parent for minor child.”

If you are signing the return as a guardian (other than a parent or spouse), notify the IRS using Form 56, Notice
Concerning Fiduciary Relationship.

Mail Your Return
See the back cover for filing instructions and addresses.

- 3 -

3
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
PACKAGE 1040A-3, FOLIO 3 OF 24
MARGINS; TOP 13mm (1⁄2 "), CENTER SIDES. PRINTS: HEAD TO HEAD
PAPER: WHITE WRITING, SUB. 20. INK: BLACK AND PMS 185 (RED)
FLAT SIZE: 216mm (81⁄2 ") x 279mm (11")
PERFORATE: NONE
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Separation 1 of 2: Black

Separation 2 of 2: PMS 185 (RED)

Write the words “Stimulus Payment” across the top of the form you file.
Form

Department of the Treasury—Internal Revenue Service

1040A

U.S. Individual Income Tax Return

Label

Your first name and initial

(See page 15.)

Use the
IRS label.
Otherwise,
please print
or type.

L
A
B
E
L
H
E
R
E

(99)

2007

IRS Use Only—Do not write or staple in this space.
OMB No. 1545-0074

Last name

Your social security number

John E.

Michaels

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

Susan R.

011

Michaels

011

Home address (number and street). If you have a P.O. box, see page 15.

Apt. no.

1040 Main Street
City, town or post office, state, and ZIP code. If you have a foreign address, see page 15.

Hometown, TX 77099
Presidential
Election Campaign 䊳 Check here if you, or your spouse if filing jointly, want $3 to go to this fund (see page 15)

Y
L
N
O
E
E
L
L
I
F
P
T
M
O
A N
X
E O
D

Filing
status

Check only
one box.

Exemptions

䊱

Last name

(2) Dependent’s social
security number

relationship to
you

child for child
tax credit (see
page 18)

7

䊳

Wages, salaries, tips, etc. Attach Form(s) W-2.

8a
b
9a
b
10
11a

Taxable interest. Attach Schedule 1 if required.
Tax-exempt interest. Do not include on line 8a.
8b
Ordinary dividends. Attach Schedule 1 if required.
Qualified dividends (see page 22).
9b
Capital gain distributions (see page 22).
IRA
11b Taxable amount
distributions.
(see page 22).
11a
12a Pensions and
12b Taxable amount
annuities.
(see page 23).
12a

● did not live
with you due
to divorce or
separation
(see page 19)

15

Add lines 7 through 14b (far right column). This is your total income.

16
17
18

Educator expenses (see page 25).
IRA deduction (see page 27).
Student loan interest deduction (see page 29).

19
20

Tuition and fees deduction. Attach Form 8917. 19
Add lines 16 through 19. These are your total adjustments.

21

Subtract line 20 from line 15. This is your adjusted gross income.

Add numbers
on lines
above 䊳

7

8a
9a
10
11b
12b

13 Unemployment compensation and Alaska Permanent Fund dividends.
14a Social security
14b Taxable amount
benefits.
(see page 25).
14a 䊳

13
14b
䊳

15

16
17
18

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 74.

- 5 -

● lived with
you

Dependents
on 6c not
entered above

Income

Adjusted
gross
income

䊱

其

d Total number of exemptions claimed.

Social security,
tier 1 railroad
retirement, and
veterans disability
and death benefits

1111

Checking a box below will not
change your tax or refund.
䊳
Spouse
You

If you were self-employed or a partner, include the amount you would enter on Schedule SE, line 4
only if it is less than $400.

Enclose, but do
not attach, any
payment.

00

You must enter
your SSN(s) above.

Single
4
Head of household (with qualifying person). (See page 16.)
If the qualifying person is a child but not your dependent,
Married filing jointly (even if only one had income)
enter this child’s name here. 䊳
Married filing separately. Enter spouse’s SSN above and
5
Qualifying widow(er) with dependent child (see page 17)
full name here. 䊳
Boxes
6a
Yourself. If someone can claim you as a dependent, do not check
checked on
box 6a.
6a and 6b
b
Spouse
No. of children
on 6c who:
(4) if qualifying
c Dependents:
(3) Dependent’s

If more than six
dependents,
see page 18.

If you did not
get a W-2, see
page 21.

2222

1
2
3

(1) First name

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

00

Spouse’s social security number

Last name

20
䊳

Cat. No. 11327A

21
Form 1040A (2007)

3
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
PACKAGE 1040A-3, FOLIO 4 OF 24
MARGINS; TOP 13mm (1⁄2 "), CENTER SIDES. PRINTS: HEAD TO HEAD
PAPER: WHITE WRITING, SUB. 20. INK: BLACK AND PMS 185 (RED)
FLAT SIZE: 216mm (81⁄2 ") x 279mm (11")
PERFORATE: NONE
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Separation 1 of 2: Black

Separation 2 of 2: PMS 185 (RED)

Form 1040A (2007)

22
Tax,
credits,
23a
and
payments b
Standard
Deduction
for—
● People who
checked any
box on line
23a or 23b or
who can be
claimed as a
dependent,
see page 30.

Page 2

Enter the amount from line 21 (adjusted gross income).
Check
if:

兵

You were born before January 2, 1943,
Spouse was born before January 2, 1943,

Blind
Blind

其

22
Total boxes
checked 䊳 23a

If you are married filing separately and your spouse itemizes
䊳 23b
deductions, see page 30 and check here
24 Enter your standard deduction (see left margin).
25 Subtract line 24 from line 22. If line 24 is more than line 22, enter -0-.
26 If line 22 is $117,300 or less, multiply $3,400 by the total number of exemptions
claimed on line 6d. If line 22 is over $117,300, see the worksheet on page 32.
27 Subtract line 26 from line 25. If line 26 is more than line 25, enter -0-.
䊳
This is your taxable income.
28 Tax, including any alternative minimum tax (see page 30).
29 Credit for child and dependent care expenses.
Attach Schedule 2.
29
30 Credit for the elderly or the disabled. Attach
Schedule 3.
30
31 Education credits. Attach Form 8863.
31
32 Child tax credit (see page 35). Attach
Form 8901 if required.
32
33 Retirement savings contributions credit. Attach
Form 8880.
33
34 Add lines 29 through 33. These are your total credits.
35 Subtract line 34 from line 28. If line 34 is more than line 28, enter -0-.
36 Advance earned income credit payments from Form(s) W-2, box 9.
䊳
37 Add lines 35 and 36. This is your total tax.
38
38 Federal income tax withheld from Forms W-2 and 1099.
39 2007 estimated tax payments and amount
applied from 2006 return.
39
40a Earned income credit (EIC).
40a
b Nontaxable combat pay election. 40b
41
41 Additional child tax credit. Attach Form 8812.
䊳
42 Add lines 38, 39, 40a, and 41. These are your total payments.
43 If line 42 is more than line 37, subtract line 37 from line 42.
This is the amount you overpaid.
44a Amount of line 43 you want refunded to you. If Form 8888 is attached, check here 䊳
䊳 b Routing
䊳 c Type:
Checking
Savings
number

Y
L
N
O
E
E
L
L
I
F
P
T
M
O
A N
X
E O
D

● All others:

Single or
Married filing
separately,
$5,350
Married filing
jointly or
Qualifying
widow(er),
$10,700
Head of
household,
$7,850

If you have
a qualifying
child, attach
Schedule
EIC.

Refund
Direct
deposit?
See page 52
and fill in
44b, 44c,
and 44d or
Form 8888.

䊳

Joint return?
See page 15.
Keep a copy
for your
records.

Paid
preparer’s
use only

27
28

34
35
36
37

42
43
44a

number

46
47

Amount of line 43 you want applied to your
2008 estimated tax.
45
Amount you owe. Subtract line 42 from line 37. For details on how
to pay, see page 53.
Estimated tax penalty (see page 53).
47

䊳

Do you want to allow another person to discuss this return with the IRS (see page 54)?

Third party
designee
Sign
here

26

d Account

45

Amount
you owe

24
25

䊳

46

Yes. Complete the following.

No

Designee’s
Phone
Personal identification
䊳
䊳 (
)
䊳
name
no.
number (PIN)
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 accurately list all amounts and sources of income I received during the tax year. Declaration
of preparer (other than the taxpayer) is based on all information of which the preparer has any knowledge.
Your occupation
Daytime phone number
Your signature
Date
(
Spouse’s signature. If a joint return, both must sign.

Preparer’s
signature

䊳

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

Date

Date

䊳

)

Spouse’s occupation

Check if
self-employed

Preparer’s SSN or PTIN

EIN
Phone no.

(

)

Form 1040A (2007)

- 6 -

3
TLS, have you
transmitted all R
text files for this
cycle update?

I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
PACKAGE 1040A-3, PAGES 5 & 7 of 24
MARGINS: TOP 13 mm (1⁄2 "), CENTER SIDES.
PRINTS: HEAD TO HEAD
PAPER: WHITE WRITING, SUB. 20.
INK: BLACK and PMS 185 (RED)
FLAT SIZE: 203 mm (8") x 279 mm (11")
PERFORATE: (NONE)
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Date

Separation 1 of 2: Black

Department of the Treasury—Internal Revenue Service

1040A

U.S. Individual Income Tax Return

Label

Your first name and initial

Use the
IRS label.
Otherwise,
please print
or type.

L
A
B
E
L
H
E
R
E

Date

O.K. to print
Revised proofs
requested

2007

IRS Use Only—Do not write or staple in this space.
OMB No. 1545-0074

Last name

Your social security number

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

Spouse’s social security number

Last name

Home address (number and street). If you have a P.O. box, see page 15.

Apt. no.

City, town or post office, state, and ZIP code. If you have a foreign address, see page 15.

Presidential
Election Campaign 䊳 Check here if you, or your spouse if filing jointly, want $3 to go to this fund (see page 15)

Filing
status
Check only
one box.

Exemptions

Signature

Separation 2 of 2: PMS 185 (RED)

Form

(See page 15.)

Action

䊱

You must enter
your SSN(s) above.

䊱

Checking a box below will not
change your tax or refund.
䊳
Spouse
You

1
2
3

Single
4
Head of household (with qualifying person). (See page 16.)
If the qualifying person is a child but not your dependent,
Married filing jointly (even if only one had income)
enter this child’s name here. 䊳
Married filing separately. Enter spouse’s SSN above and
5
Qualifying widow(er) with dependent child (see page 17)
full name here. 䊳
Boxes
6a
Yourself. If someone can claim you as a dependent, do not check
checked on
box 6a.
6a and 6b
b
Spouse
No. of children
on 6c who:
(4) if qualifying
c Dependents:
(3) Dependent’s

其

(1) First name

Last name

(2) Dependent’s social
security number

relationship to
you

If more than six
dependents,
see page 18.

child for child
tax credit (see
page 18)

● lived with
you

● did not live
with you due
to divorce or
separation
(see page 19)
Dependents
on 6c not
entered above
Add numbers
on lines
above 䊳

d Total number of exemptions claimed.

Income
Attach
Form(s) W-2
here. Also
attach
Form(s)
1099-R if tax
was withheld.
If you did not
get a W-2, see
page 21.
Enclose, but do
not attach, any
payment.

7

Wages, salaries, tips, etc. Attach Form(s) W-2.

7

8a
b
9a
b
10
11a

Taxable interest. Attach Schedule 1 if required.
Tax-exempt interest. Do not include on line 8a.
8b
Ordinary dividends. Attach Schedule 1 if required.
Qualified dividends (see page 22).
9b
Capital gain distributions (see page 22).
IRA
11b Taxable amount
distributions.
(see page 22).
11a
12a Pensions and
12b Taxable amount
annuities.
(see page 23).
12a

8a
9a
10
11b
12b

13 Unemployment compensation and Alaska Permanent Fund dividends.
14a Social security
14b Taxable amount
benefits.
(see page 25).
14a

Adjusted
gross
income

15

Add lines 7 through 14b (far right column). This is your total income.

16
17
18

Educator expenses (see page 25).
IRA deduction (see page 27).
Student loan interest deduction (see page 29).

19
20

Tuition and fees deduction. Attach Form 8917. 19
Add lines 16 through 19. These are your total adjustments.

21

Subtract line 20 from line 15. This is your adjusted gross income.

13
14b
䊳

15

16
17
18

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 74.

20
䊳

Cat. No. 11327A

21
Form 1040A (2007)

3
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
PACKAGE 1040A-3, PAGEs 6 & 8 of 24
MARGINS: TOP 13 mm (1⁄2 ") (TO BLACK IMAGE), CENTER SIDES. PRINTS: HEAD to HEAD
PAPER: WHITE WRITING, SUB. 20.
INK: BLACK AND PMS 185 (RED)
FLAT SIZE: 203 mm (8") x 279 mm (11")
PERFORATE: (NONE)
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Separation 1 of 2: Black

Separation 2 of 2: PMS 185 (RED)

Form 1040A (2007)

22
Tax,
credits,
23a
and
payments b
Standard
Deduction
for—
● People who
checked any
box on line
23a or 23b or
who can be
claimed as a
dependent,
see page 30.
● All others:
Single or
Married filing
separately,
$5,350
Married filing
jointly or
Qualifying
widow(er),
$10,700
Head of
household,
$7,850

If you have
a qualifying
child, attach
Schedule
EIC.

Refund
Direct
deposit?
See page 52
and fill in
44b, 44c,
and 44d or
Form 8888.

䊳

Joint return?
See page 15.
Keep a copy
for your
records.

Paid
preparer’s
use only

Check
if:

兵

You were born before January 2, 1943,
Spouse was born before January 2, 1943,

Blind
Blind

其

22
Total boxes
checked 䊳 23a

24
25
26
27
28

34
35
36
37

42
43
44a

d Account
number

46
47

Amount of line 43 you want applied to your
2008 estimated tax.
45
Amount you owe. Subtract line 42 from line 37. For details on how
to pay, see page 53.
Estimated tax penalty (see page 53).
47

䊳

Do you want to allow another person to discuss this return with the IRS (see page 54)?

Third party
designee
Sign
here

Enter the amount from line 21 (adjusted gross income).

If you are married filing separately and your spouse itemizes
䊳 23b
deductions, see page 30 and check here
24 Enter your standard deduction (see left margin).
25 Subtract line 24 from line 22. If line 24 is more than line 22, enter -0-.
26 If line 22 is $117,300 or less, multiply $3,400 by the total number of exemptions
claimed on line 6d. If line 22 is over $117,300, see the worksheet on page 32.
27 Subtract line 26 from line 25. If line 26 is more than line 25, enter -0-.
䊳
This is your taxable income.
28 Tax, including any alternative minimum tax (see page 30).
29 Credit for child and dependent care expenses.
Attach Schedule 2.
29
30 Credit for the elderly or the disabled. Attach
Schedule 3.
30
31 Education credits. Attach Form 8863.
31
32 Child tax credit (see page 35). Attach
Form 8901 if required.
32
33 Retirement savings contributions credit. Attach
Form 8880.
33
34 Add lines 29 through 33. These are your total credits.
35 Subtract line 34 from line 28. If line 34 is more than line 28, enter -0-.
36 Advance earned income credit payments from Form(s) W-2, box 9.
䊳
37 Add lines 35 and 36. This is your total tax.
38
38 Federal income tax withheld from Forms W-2 and 1099.
39 2007 estimated tax payments and amount
applied from 2006 return.
39
40a Earned income credit (EIC).
40a
b Nontaxable combat pay election. 40b
41
41 Additional child tax credit. Attach Form 8812.
䊳
42 Add lines 38, 39, 40a, and 41. These are your total payments.
43 If line 42 is more than line 37, subtract line 37 from line 42.
This is the amount you overpaid.
44a Amount of line 43 you want refunded to you. If Form 8888 is attached, check here 䊳
䊳 b Routing
䊳 c Type:
Checking
Savings
number

45

Amount
you owe

Page 2

䊳

46

Yes. Complete the following.

No

Designee’s
Phone
Personal identification
䊳
䊳 (
)
䊳
name
no.
number (PIN)
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 accurately list all amounts and sources of income I received during the tax year. Declaration
of preparer (other than the taxpayer) is based on all information of which the preparer has any knowledge.
Your occupation
Daytime phone number
Your signature
Date
(
Spouse’s signature. If a joint return, both must sign.

Preparer’s
signature

䊳

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

Date

Date

䊳

)

Spouse’s occupation

Check if
self-employed

Preparer’s SSN or PTIN

EIN
Phone no.

(

)

Form 1040A (2007)

3
TLS, have you
transmitted all R
text files for this
cycle update?

I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
PACKAGE 1040A-3, PAGES 5 & 7 of 24
MARGINS: TOP 13 mm (1⁄2 "), CENTER SIDES.
PRINTS: HEAD TO HEAD
PAPER: WHITE WRITING, SUB. 20.
INK: BLACK and PMS 185 (RED)
FLAT SIZE: 203 mm (8") x 279 mm (11")
PERFORATE: (NONE)
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Date

Separation 1 of 2: Black

Department of the Treasury—Internal Revenue Service

1040A

U.S. Individual Income Tax Return

Label

Your first name and initial

Use the
IRS label.
Otherwise,
please print
or type.

L
A
B
E
L
H
E
R
E

Date

O.K. to print
Revised proofs
requested

2007

IRS Use Only—Do not write or staple in this space.
OMB No. 1545-0074

Last name

Your social security number

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

Spouse’s social security number

Last name

Home address (number and street). If you have a P.O. box, see page 15.

Apt. no.

City, town or post office, state, and ZIP code. If you have a foreign address, see page 15.

Presidential
Election Campaign 䊳 Check here if you, or your spouse if filing jointly, want $3 to go to this fund (see page 15)

Filing
status
Check only
one box.

Exemptions

Signature

Separation 2 of 2: PMS 185 (RED)

Form

(See page 15.)

Action

䊱

You must enter
your SSN(s) above.

䊱

Checking a box below will not
change your tax or refund.
䊳
Spouse
You

1
2
3

Single
4
Head of household (with qualifying person). (See page 16.)
If the qualifying person is a child but not your dependent,
Married filing jointly (even if only one had income)
enter this child’s name here. 䊳
Married filing separately. Enter spouse’s SSN above and
5
Qualifying widow(er) with dependent child (see page 17)
full name here. 䊳
Boxes
6a
Yourself. If someone can claim you as a dependent, do not check
checked on
box 6a.
6a and 6b
b
Spouse
No. of children
on 6c who:
(4) if qualifying
c Dependents:
(3) Dependent’s

其

(1) First name

Last name

(2) Dependent’s social
security number

relationship to
you

If more than six
dependents,
see page 18.

child for child
tax credit (see
page 18)

● lived with
you

● did not live
with you due
to divorce or
separation
(see page 19)
Dependents
on 6c not
entered above
Add numbers
on lines
above 䊳

d Total number of exemptions claimed.

Income
Attach
Form(s) W-2
here. Also
attach
Form(s)
1099-R if tax
was withheld.
If you did not
get a W-2, see
page 21.
Enclose, but do
not attach, any
payment.

7

Wages, salaries, tips, etc. Attach Form(s) W-2.

7

8a
b
9a
b
10
11a

Taxable interest. Attach Schedule 1 if required.
Tax-exempt interest. Do not include on line 8a.
8b
Ordinary dividends. Attach Schedule 1 if required.
Qualified dividends (see page 22).
9b
Capital gain distributions (see page 22).
IRA
11b Taxable amount
distributions.
(see page 22).
11a
12a Pensions and
12b Taxable amount
annuities.
(see page 23).
12a

8a
9a
10
11b
12b

13 Unemployment compensation and Alaska Permanent Fund dividends.
14a Social security
14b Taxable amount
benefits.
(see page 25).
14a

Adjusted
gross
income

15

Add lines 7 through 14b (far right column). This is your total income.

16
17
18

Educator expenses (see page 25).
IRA deduction (see page 27).
Student loan interest deduction (see page 29).

19
20

Tuition and fees deduction. Attach Form 8917. 19
Add lines 16 through 19. These are your total adjustments.

21

Subtract line 20 from line 15. This is your adjusted gross income.

13
14b
䊳

15

16
17
18

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 74.

20
䊳

Cat. No. 11327A

21
Form 1040A (2007)

3
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
PACKAGE 1040A-3, PAGEs 6 & 8 of 24
MARGINS: TOP 13 mm (1⁄2 ") (TO BLACK IMAGE), CENTER SIDES. PRINTS: HEAD to HEAD
PAPER: WHITE WRITING, SUB. 20.
INK: BLACK AND PMS 185 (RED)
FLAT SIZE: 203 mm (8") x 279 mm (11")
PERFORATE: (NONE)
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Separation 1 of 2: Black

Separation 2 of 2: PMS 185 (RED)

Form 1040A (2007)

22
Tax,
credits,
23a
and
payments b
Standard
Deduction
for—
● People who
checked any
box on line
23a or 23b or
who can be
claimed as a
dependent,
see page 30.
● All others:
Single or
Married filing
separately,
$5,350
Married filing
jointly or
Qualifying
widow(er),
$10,700
Head of
household,
$7,850

If you have
a qualifying
child, attach
Schedule
EIC.

Refund
Direct
deposit?
See page 52
and fill in
44b, 44c,
and 44d or
Form 8888.

䊳

Joint return?
See page 15.
Keep a copy
for your
records.

Paid
preparer’s
use only

Check
if:

兵

You were born before January 2, 1943,
Spouse was born before January 2, 1943,

Blind
Blind

其

22
Total boxes
checked 䊳 23a

24
25
26
27
28

34
35
36
37

42
43
44a

d Account
number

46
47

Amount of line 43 you want applied to your
2008 estimated tax.
45
Amount you owe. Subtract line 42 from line 37. For details on how
to pay, see page 53.
Estimated tax penalty (see page 53).
47

䊳

Do you want to allow another person to discuss this return with the IRS (see page 54)?

Third party
designee
Sign
here

Enter the amount from line 21 (adjusted gross income).

If you are married filing separately and your spouse itemizes
䊳 23b
deductions, see page 30 and check here
24 Enter your standard deduction (see left margin).
25 Subtract line 24 from line 22. If line 24 is more than line 22, enter -0-.
26 If line 22 is $117,300 or less, multiply $3,400 by the total number of exemptions
claimed on line 6d. If line 22 is over $117,300, see the worksheet on page 32.
27 Subtract line 26 from line 25. If line 26 is more than line 25, enter -0-.
䊳
This is your taxable income.
28 Tax, including any alternative minimum tax (see page 30).
29 Credit for child and dependent care expenses.
Attach Schedule 2.
29
30 Credit for the elderly or the disabled. Attach
Schedule 3.
30
31 Education credits. Attach Form 8863.
31
32 Child tax credit (see page 35). Attach
Form 8901 if required.
32
33 Retirement savings contributions credit. Attach
Form 8880.
33
34 Add lines 29 through 33. These are your total credits.
35 Subtract line 34 from line 28. If line 34 is more than line 28, enter -0-.
36 Advance earned income credit payments from Form(s) W-2, box 9.
䊳
37 Add lines 35 and 36. This is your total tax.
38
38 Federal income tax withheld from Forms W-2 and 1099.
39 2007 estimated tax payments and amount
applied from 2006 return.
39
40a Earned income credit (EIC).
40a
b Nontaxable combat pay election. 40b
41
41 Additional child tax credit. Attach Form 8812.
䊳
42 Add lines 38, 39, 40a, and 41. These are your total payments.
43 If line 42 is more than line 37, subtract line 37 from line 42.
This is the amount you overpaid.
44a Amount of line 43 you want refunded to you. If Form 8888 is attached, check here 䊳
䊳 b Routing
䊳 c Type:
Checking
Savings
number

45

Amount
you owe

Page 2

䊳

46

Yes. Complete the following.

No

Designee’s
Phone
Personal identification
䊳
䊳 (
)
䊳
name
no.
number (PIN)
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 accurately list all amounts and sources of income I received during the tax year. Declaration
of preparer (other than the taxpayer) is based on all information of which the preparer has any knowledge.
Your occupation
Daytime phone number
Your signature
Date
(
Spouse’s signature. If a joint return, both must sign.

Preparer’s
signature

䊳

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

Date

Date

䊳

)

Spouse’s occupation

Check if
self-employed

Preparer’s SSN or PTIN

EIN
Phone no.

(

)

Form 1040A (2007)

3
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
PACKAGE 1040A-3, FOLIO 24 OF 24
MARGINS; TOP 13mm (1⁄2 "), CENTER SIDES. PRINTS: HEAD TO HEAD
PAPER: WHITE WRITING, SUB. 20. INK: BLACK AND PMS 185 (RED)
FLAT SIZE: 216mm (81⁄2 ") x 279mm (11")
PERFORATE: NONE
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Layer 1
Color=Solid Black

Layer 2
Color=PMS 185 Red

Where Do You File?
IF you live in...

THEN use this address:

Alabama, Delaware, Florida, Georgia, North Carolina, Rhode Island, South Carolina,
Virginia

Department of the Treasury
Internal Revenue Service Center
Atlanta, GA 39901-0099

District of Columbia, Maine, Maryland, Massachusetts, New Hampshire, New York,
Vermont

Department of the Treasury
Internal Revenue Service Center
Andover, MA 05501-0099

Arkansas, Connecticut, Illinois, Indiana, Michigan, Missouri, New Jersey, Ohio,
Pennsylvania, West Virginia

Department of the Treasury
Internal Revenue Service Center
Kansas City, MO 64999-0099

Kentucky, Louisiana, Mississippi, Tennessee, Texas, APO, FPO

Department of the Treasury
Internal Revenue Service Center
Austin, TX 73301-0099

Alaska, Arizona, California, Colorado, Hawaii, Idaho, Iowa, Kansas, Minnesota, Montana,
Nebraska, Nevada, New Mexico, North Dakota, Oklahoma, Oregon, South Dakota, Utah,
Washington, Wisconsin, Wyoming

Department of the Treasury
Internal Revenue Service Center
Fresno, CA 93888-0099

American Samoa, nonpermanent residents of Guam or the Virgin Islands*,
Puerto Rico (or if excluding income under Internal Revenue Code section 933),
dual-status aliens, a foreign country: U.S. citizens and those filing Form 4563

Department of the Treasury
Internal Revenue Service Center
Austin, TX 73301-0099 USA

* Permanent residents of Guam should use: Department of Revenue and Taxation, Government of Guam, P.O. Box 23607, GMF, GU
96921; permanent residents of the Virgin Islands should use: V.I. Bureau of Internal Revenue, 9601 Estate Thomas, Charlotte Amalie,
St. Thomas, VI 00802.

What’s Inside?
Contents of this package include Instructions, an illustrative form, two copies of Form 1040A, and an envelope.

ENCLOSED IS AN IMPORTANT
MESSAGE FROM THE IRS ON THE
ECONOMIC STIMULUS ACT OF 2008.
DO NOT THROW AWAY!

Internal Revenue Service
P.O. Box 218499
Kansas City, MO 64121
Official Business
Penalty for Private Use, $300
Forwarding Service
Requested

PRSRT STD
Postage and Fees Paid
Internal Revenue Service

Permit No. G-48

Package 1040A-3


File Typeapplication/pdf
File Title2007 Package 1040A-3
SubjectNotice and Instructions for Requesting Your Economic Stimulus Payment
AuthorSE:W:CAR:MP
File Modified2008-02-29
File Created2008-02-27

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