Form 1040 U.S. Individual Income Tax Return 2009, Pages 1 and 2. Written above title Dual-Status RETURN

• Page 1:
• Under Income:
• • 7. Wages, salaries, tips, etc. Attach Form(s) W-2 field contains 28,300
  • 8a. Taxable interest. Attach Schedule B if required field contains 395
  • 9a. Ordinary dividends. Attach Schedule B if required field contains 120
  • 22. Add the amounts in the far right column for lines 7 through 21. This is your total income field contains 28,815
• Under Adjusted Gross Income:
• • 26. Moving expenses. Attach Form 3903 field contains 8,300
  • 36. Add lines 23 through 31a and 32 through 35 field contains 8,300
  • 37. Subtract line 36 from line 22. This is your adjusted gross income field contains 20,515
• Page 2:
• Under Tax and Credits:
• • 38. Amount from line 37 (adjusted gross income) field contains 20,515
  • 39b. If you are married filing separately and your spouse itemizes deductions, or you were a dual-status alien, see page 35 and check here field contains box with check mark
  • 40. Itemized deductions (from Schedule A) or your standard deduction (see left margin) field contains 922
  • 41. Subtract line 40 from line 38 field contains 19,593
  • 42. If line 38 is over $117,300 or less, multiply $3,400 by the total number of exemptions claimed on line 6d. field contains 3,400
  • 43. Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter 0 field contains 16,193
  • 43. Tax (see page 33). Check if any tax is from a (checkbox) Form(s) 8814 b (checkbox) Form 4972 field contains 2,035
  • 46. Add lines 44 and 45 field contains 2,035
  • 57. Subtract line 56 from line 46. If line 56 is more than line 46, enter 0 field contains 2,035
• Under Other Taxes:
• • 63. Add lines 57 through 62. This is your total tax. Total from 1040NR $36 field contains 2,071
• Under Payments:
• • 64. Federal income tax withheld from Forms W-2 and 1099 (Line 64 includes $36 from Form 1040NR.) field contains 2,707
  • 72. Add lines 64, 65, 66a, and 67 through 71. These are your total payments field contains 2,707
• Under Refund:
• • 73. If line 72 is more than line 63, subtract line 63 from line 72. This is the amount you overpaid field contains 636
  • 74a. Amount of line 73 you want refunded to you field contains 636
• Under Sign Here:
• • Your signature field contains Sam R. Brown
  • Date field contains 3-16-2009
  • Your occupation field contains R&D Specialist

Close Window