1040 EZ Income Tax Return for Single and Joint Filers With No De

Department of the Treasury—Internal Revenue Service
Form

Income Tax Return for Single and
Joint Filers With No Dependents (99)

1040EZ
Label
Use the
IRS label.

L
A
B
E
L

Otherwise,
please print
or type.

H
E
R
E

(See page 9.)

Presidential
Election
Campaign
(page 9)

2008

OMB No. 1545-0074

Your first name and initial

Last name

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 9.

Apt. no.

¶

You must enter
your SSN(s) above.

¶

City, town or post office, state, and ZIP code. If you have a foreign address, see page 9.

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

©

©

Check here if you, or your spouse if a joint return, want $3 to go to this fund
1

Income
Attach
Form(s) W-2
here.
Enclose, but
do not
attach, any
payment.

Wages, salaries, and tips. This should be shown in box 1 of your Form(s) W-2.
Attach your Form(s) W-2.

1

2

Taxable interest. If the total is over $1,500, you cannot use Form 1040EZ.

2

3

Unemployment compensation and Alaska Permanent Fund dividends (see page 11).

3

4
5

Add lines 1, 2, and 3. This is your adjusted gross income.
If someone can claim you (or your spouse if a joint return) as a dependent, check
the applicable box(es) below and enter the amount from the worksheet on back.

4

You
Spouse
If no one can claim you (or your spouse if a joint return), enter $8,950 if single;
$17,900 if married filing jointly. See back for explanation.
Subtract line 5 from line 4. If line 5 is larger than line 4, enter -0-.
This is your taxable income.
7 Federal income tax withheld from box 2 of your Form(s) W-2.
8a Earned income credit (EIC) (see page 12).
b Nontaxable combat pay election.
8b
9 Recovery rebate credit (see worksheet on pages 17 and 18).
10

Spouse

5

6

Payments
and tax

You

©

6
7
8a
9

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Add lines 7, 8a, and 9. These are your total payments.

Tax. Use the amount on line 6 above to find your tax in the tax table on pages
28–36 of the booklet. Then, enter the tax from the table on this line.
12a If line 10 is larger than line 11, subtract line 11 from line 10. This is your refund.
If Form 8888 is attached, check here ©

10

11

Refund
Have it directly
deposited! See
page 18 and fill
in 12b, 12c,
and 12d or
Form 8888.

b Routing number

©

d Account number

Amount
you owe

13

Joint return?
See page 6.
Keep a copy for
your records.

Paid
preparer’s
use only

c Type:

Checking

©

12a

Savings

If line 11 is larger than line 10, subtract line 10 from line 11. This is
the amount you owe. For details on how to pay, see page 19.

©

Do you want to allow another person to discuss this return with the IRS (see page 20)?

Third party
designee

Sign
here

©

©

11

13

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 to the best of my knowledge and belief, it is true, correct, and
accurately lists 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

©

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 37.

)

Spouse’s occupation

Check if
self-employed

Preparer’s SSN or PTIN

EIN
Phone no.
Cat. No. 11329W

(

)
Form

1040EZ

(2008)

Page

Form 1040EZ (2008)

Use
this
form if

● Your filing status is single or married filing jointly. If you are not sure about your filing status, see page 6.
● You (and your spouse if married filing jointly) were under age 65 and not blind at the end of 2008. If you
were born on January 1, 1944, you are considered to be age 65 at the end of 2008.
● You do not claim any dependents. For information on dependents, see Pub. 501.
● Your taxable income (line 6) is less than $100,000.
● You do not claim any adjustments to income. For information on adjustments to income, use TeleTax
topics 451–453 and 455–458 (see page 27).
● The only tax credits you can claim are the earned income credit (EIC) and the recovery rebate credit. You
do not need a qualifying child to claim the EIC. For information on credits, use TeleTax topics 601, 602,
607, 608, 610, and 611 (see page 27).
● You had only wages, salaries, tips, taxable scholarship or fellowship grants, unemployment compensation,
or Alaska Permanent Fund dividends, and your taxable interest was not over $1,500. But if you earned
tips, including allocated tips, that are not included in box 5 and box 7 of your Form W-2, you may not be
able to use Form 1040EZ (see page 10). If you are planning to use Form 1040EZ for a child who received
Alaska Permanent Fund dividends, see page 11.
● You did not receive any advance earned income credit payments. If you cannot use this form, use TeleTax
topic 352 (see page 27).

Filling in
your
return

If you received a scholarship or fellowship grant or tax-exempt interest income, such as on municipal bonds,
see the booklet before filling in the form. Also, see the booklet if you received a Form 1099-INT showing
federal income tax withheld or if federal income tax was withheld from your unemployment compensation or
Alaska Permanent Fund dividends.

For tips on how
to avoid common
mistakes, see
page 22.

Remember, you must report all wages, salaries, and tips even if you do not get a Form W-2 from your
employer. You must also report all your taxable interest, including interest from banks, savings and loans,
credit unions, etc., even if you do not get a Form 1099-INT.

Worksheet
for
dependents
who
checked
one or
both boxes
on line 5

Use this worksheet to figure the amount to enter on line 5 if someone can claim you (or your spouse if
married filing jointly) as a dependent, even if that person chooses not to do so. To find out if someone can
claim you as a dependent, see Pub. 501.

(keep a copy for
your records)

2

A . Amount, if any, from line 1 on front
+

300.00

©

B . Minimum standard deduction

A.
B.

C . Enter the larger of line A or line B here

C.

D . Maximum standard deduction. If single, enter $5,450; if married filing
jointly, enter $10,900

D.

E . Enter the smaller of line C or line D here. This is your standard deduction

E.

Enter total

F . Exemption amount.
● If single, enter -0-.
● If married filing jointly and—
—both you and your spouse can be claimed as dependents, enter -0-.
—only one of you can be claimed as a dependent, enter $3,500.
G . Add lines E and F. Enter the total here and on line 5 on the front

%

900.00

F.

G.

If you did not check any boxes on line 5, enter on line 5 the amount shown below that applies to you.
● Single, enter $8,950. This is the total of your standard deduction ($5,450) and your exemption
($3,500).
● Married filing jointly, enter $17,900. This is the total of your standard deduction ($10,900), your
exemption ($3,500), and your spouse’s exemption ($3,500).

Mailing
return

Mail your return by April 15, 2009. Use the envelope that came with your booklet. If you do not have that
envelope or if you moved during the year, see the back cover for the address to use.
Form
Printed on recycled paper

1040EZ

(2008)