36 1984 Tax Preparation Guide DO IT YOURSELF Use PEEL-OFF LABEL. It's on the front of your tax package. If anything on the label is wrong, correct it. Get this information from your W-2 or from your tax records. Each taxpayer who receives more than $400 in interest income or who has all-savers interest must complete page 2 of this form. If you and your spouse both worked, you may be able to deduct up to $1,500, see page 17. If you contributed to a charity, you may be able to claim a deduction without itemizing, see page 18. ALWAYS SIGN If you file a joint return your spouse must also sign. 1982 Department of the Treasury--Internal Revenue Service Form 1040A US Individual Income Tax Return <s> OMB No 1S4S40U Step 1 Name and Your first name and initial (if joint return, also give spouse's name and initial) Your social security no. liny Otherwise, print type Present home address Spouse's social security no. City, town or post office, State, and ZIP code Your occupation // Spouse's occupation // Presidental Election Campaign Fund Do you want SI to go this fund? i Yes I i No If joint return, does your spouse want $1 to go to this fund? • Yes No Step 2 Filing status (Check only one) and Exemptions 1 G Single (See if you can use Form 1040EZ.) 2 C Married filing joint return (even if only one had income) 3 • Married filing separate return. Enter spouse's social security no. above and full name here • Head of household (with qualifying person). If the qualifying person is your unmarried child but not your dependent, write this child's name here - Always check the exemption box labeled Yourself. Check the boxes if they apply. Attach Copy Forms W 2 here 5a Yourself b Spouse 65 or over 65 or over Blind Blind c First names of your dependent children who lived with you_ d Other dependents: (3) Number of (4) Did dependent (5) Did you provide (1) Name (2) Relationship months lived in haveincomeof more than one-half of your home. $l,000or more? dependent's support? e Total number of exemptions claimed Write number of boxes checked on Sa and b Write number of children listed on 5c Write number of other dependents r listed on 5d 1--1 Add numbers entered |--, in boxes above. I--J Step 3 Adjusted gross Income Step 4 Taxable incom 6 Wages, salaries, tips, etc. (Attach Forms wd 7 Interest income (Complete page 7 it over S400 or you have any All-Savers interest) 8a Dividends___ 2 8b Exclusion. Subtract line Sb from $a 9a Unemployment compensation (insurance). Total from Form(s) 1099-UC , b Taxable amount, if any, from worksheet on page 16 of Instructions ! 10 Add lines 6, 7, 8c, and 9b. This is your total income 11 Deduction for a married couple when both work. Complete the worksheet on page 17 12 Subtract line 11 from line 10. This is your adjusted gross income 13 Allowable part of your charitable contributions. Complete the worksheet on page 18 14 Subtract line 13 from line 12 15 Multiply $1,000 by the total number of exemptions claimed in box 5e 16 Subtract line 15 from line 14. This is your taxable income Step 5 Tax, credits, and payments Attach check or money order here 17a Partial credit for political contributions. See page 19 -- i7a b Total Federal income tax withheld, from W-2 form(s). ( I f line 6 is more than S32.400, seepage 19) 17B" • Stop Her* and Sign Below N You Want MS to Figure Your Tax c Earned income credit, from worksheet on page21 ...-- i7c 18 Add lines 17a, b, and c. These are your total credits and payments 19a Find tax on amount on line 16. Use tax table, pages 26-31 *. ' 19a b Advance EIC payment (from W-2 form (s)) i?b 20 Add lines 19a and 19b. This is vour total tax Step 6 Refund or amount you owe Step7 Sign your name 21 If line 18 is larger than line 20, subtract line 20 from line 18. Enter the amount to be refunded to you 22 If line 20 is larger than line 18, subtract line 18 from line 20. E nter the amount you owe. Attach payment for full amount payable to "Internal Revenue Service." I have read this return and any attachments filed with it. Under penalties of perjury, I declare that to the best of my knowledge and belief, the return and attachments are correct and complete. Your signature Date Spouse's signature (If filing jointly. BOTH must sign) Paid preparer's signature Date Check if self Preparer's social security no employed Firm's name (or yours, if self employed) Address and Zip code E l No Check either yes or no block. If you file a joint return your spouse may also check the yes or no block. One test for...head of the household is: Did you support a home for yourself and another person? Regardless of age or sight, check the "yourself" box. If you file a joint return...check the "spouse" box. Then check any other boxes that apply. If you want IRS to figure your tax and...youowe: You will get a bill which must be paid within 30 days. IRS owes you: You will get a refund. For Privacy Act and Paperwork Reduction Act Notice, see page 34