1040 A U.S. Individual Income Tax Return

Form

Department of the Treasury—Internal Revenue Service

1040A

U.S. Individual Income Tax Return

Label

Your first name and initial

(See page 17.)

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

L
A
B
E
L
H
E
R
E

(99)

2008

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 17.

Apt. no.

City, town or post office, state, and ZIP code. If you have a foreign address, see page 17.

Presidential
Election Campaign © Check here if you, or your spouse if filing jointly, want $3 to go to this fund (see page 17)

Filing
status
Check only
one box.

Exemptions

¶

You must enter
your SSN(s) above.

¶

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

1
2
3

Single
4
Head of household (with qualifying person). (See page 18.)
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. ©
Married filing separately. Enter spouse’s SSN above and
5
Qualifying widow(er) with dependent child (see page 19)
full name here. ©
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

%

(1) First name

Last name

(2) Dependent’s social
security number

relationship to
you

If more than six
dependents,
see page 20.

child for child
tax credit (see
page 20)

● lived with
you

● did not live
with you due
to divorce or
separation
(see page 21)
Dependents
on 6c not
entered above
Add numbers
on lines
above ©

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 23.
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 24).
9b
Capital gain distributions (see page 24).
IRA
11b Taxable amount
distributions.
(see page 24).
11a
12a Pensions and
12b Taxable amount
annuities.
(see page 25).
12a

8a
9a
10
11b
12b

13 Unemployment compensation and Alaska Permanent Fund dividends.
14a Social security
14b Taxable amount
benefits.
(see page 27).
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 29).
IRA deduction (see page 29).
Student loan interest deduction (see page 31).

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
©

15

16
17
18

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 78.

20
©

Cat. No. 11327A

21
Form 1040A (2008)

Form 1040A (2008)

Tax,
credits,
and
payments
Standard
Deduction
for—
● People who
checked any
box on line
23a, 23b, or
23c or who
can be
claimed as a
dependent,
see page 32.
● All others:
Single or
Married filing
separately,
$5,450
Married filing
jointly or
Qualifying
widow(er),
$10,900
Head of
household,
$8,000

If you have
a qualifying
child, attach
Schedule
EIC.

Refund
Direct
deposit?
See page 55
and fill in
45b, 45c,
and 45d or
Form 8888.

©

Joint return?
See page 17.
Keep a copy
for your
records.

Paid
preparer’s
use only

Spouse was born before January 2, 1944,

Blind

% checked

24
25

26
27
28

34
35
36
37

43
44
45a

d Account
number

47
48

Amount of line 44 you want applied to your
2009 estimated tax.
46
Amount you owe. Subtract line 43 from line 37. For details on how
to pay, see page 56.
Estimated tax penalty (see page 57).
48

©

Do you want to allow another person to discuss this return with the IRS (see page 57)?

Third party
designee
Sign
here

$

22

© 23a
b If you are married filing separately and your spouse itemizes
© 23b
deductions, see page 32 and check here
c Check if standard deduction includes real estate taxes (see page 32) © 23c
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 over $119,975, or you provided housing to a Midwestern
displaced individual, see page 32. Otherwise, multiply $3,500 by the total
number of exemptions claimed on line 6d.
27 Subtract line 26 from line 25. If line 26 is more than line 25, enter -0-.
©
This is your taxable income.
28 Tax, including any alternative minimum tax (see page 33).
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 Retirement savings contributions credit. Attach Form 8880. 32
33 Child tax credit (see page 37). Attach
33
Form 8901 if required.
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.
©
37 Add lines 35 and 36. This is your total tax.
38 Federal income tax withheld from Forms W-2 and 1099.
38
39 2008 estimated tax payments and amount
applied from 2007 return.
39
40a Earned income credit (EIC).
40a
b Nontaxable combat pay election. 40b
41
41 Additional child tax credit. Attach Form 8812.
42 Recovery rebate credit (see worksheet on pages 53 and 54). 42
©
43 Add lines 38, 39, 40a, 41, and 42. These are your total payments.
44 If line 43 is more than line 37, subtract line 37 from line 43.
This is the amount you overpaid.
45a Amount of line 44 you want refunded to you. If Form 8888 is attached, check here ©
© b Routing
© c Type:
Checking
Savings
number

if:

46

Amount
you owe

Page 2

22 Enter the amount from line 21 (adjusted gross income).
You were born before January 2, 1944,
Blind Total boxes
23a Check

©

47

Yes. Complete the following.

No

Designee’s
Phone
Personal identification
©
© (
)
©
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

©

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

Date

Date

©

)

Spouse’s occupation

Check if
self-employed

Preparer’s SSN or PTIN

EIN
Phone no.

(

)

Form 1040A (2008)