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Fillable Printable 2009 Form 1040

Fillable Printable 2009 Form 1040

2009 Form 1040

2009 Form 1040

Certain Cash Contributions for Haiti Relief Can Be Deducted on Your
2009 Tax Return
A new law allows you to choose to deduct certain charitable contributions of
money on your 2009 tax return instead of your 2010 return. The contributions
must have been made after January 11, 2010, and before March 1, 2010, for the
relief of victims in areas affected by the January 12, 2010, earthquake in Haiti.
Contributions of money include contributions made by cash, check, money order,
credit card, charge card, debit card, or via cell phone.
The new law was enacted after the 2009 forms, instructions, and publications
had already been printed. When preparing your 2009 tax return, you may
complete the forms as if these contributions were made on December 31, 2009,
instead of in 2010. To deduct your charitable contributions, you must itemize
deductions on Schedule A (Form 1040) or Schedule A (Form 1040NR).
The contribution must be made to a qualified organization and meet all other
requirements for charitable contribution deductions. However, if you made the
contribution by phone or text message, a telephone bill showing the name of the
donee organization, the date of the contribution, and the amount of the
contribution will satisfy the recordkeeping requirement. Therefore, for example, if
you made a $10 charitable contribution by text message that was charged to
your telephone or wireless account, a bill from your telecommunications
company containing this information satisfies the recordkeeping requirement.
L
A
B
E
L
H
E
R
E
Form
1040
Department of the Treasury—Internal Revenue Service
U.S. Individual Income Tax Return
2009
(99)
IRS Use Only—Do not write or staple in this space.
Label
(See
instructions
on page 14.)
Use the IRS
label.
Otherwise,
please print
or type.
For the year Jan. 1–Dec. 31, 2009, or other tax year beginning , 2009, ending
, 20
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 14.
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 14.
Checking a box below will not
change your tax or refund.
Presidential
Election Campaign
©
Check here if you, or your spouse if filing jointly, want $3 to go to this fund (see page 14)
©
You Spouse
Filing Status
Check only one
box.
1
Single
2
Married filing jointly (even if only one had income)
3
Married filing separately. Enter spouse’s SSN above
and full name here.
©
4
Head of household (with qualifying person). (See page 15.) If the
qualifying person is a child but not your dependent, enter this
child’s name here.
©
5
Qualifying widow(er) with dependent child (see page 16)
Exemptions
If more than four
dependents, see
page 17 and
check here
©
6a Yourself. If someone can claim you as a dependent, do not check box 6a . . . . .
b
Spouse . . . . . . . . . . . . . . . . . . . . . . . .
%
Boxes checked
on 6a and 6b
c
Dependents:
(1) First name Last name
(2) Dependent’s
social security number
(3) Dependent’s
relationship to you
(4) if qualifying
child for child tax
credit (see page 17)
No. of children
on 6c who:
lived with you
did not live with
you due to divorce
or separation
(see page 18)
Dependents on 6c
not entered above
d
Total number of exemptions claimed . . . . . . . . . . . . . . . . .
Add numbers on
lines above
©
Income
Attach Form(s)
W-2 here. Also
attach Forms
W-2G and
1099-R if tax
was withheld.
If you did not
get a W-2,
see page 22.
Enclose, but do
not attach, any
payment. Also,
please use
Form 1040-V.
7
Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . .
7
8a Taxable interest. Attach Schedule B if required . . . . . . . . . . . . 8a
b Tax-exempt interest. Do not include on line 8a . . . 8b
9 a
Ordinary dividends. Attach Schedule B if required . . . . . . . . . . .
9a
b
Qualified dividends (see page 22) . . . . . . .
9b
10
Taxable refunds, credits, or offsets of state and local income taxes (see page 23) . .
10
11
Alimony received . . . . . . . . . . . . . . . . . . . . .
11
12
Business income or (loss). Attach Schedule C or C-EZ . . . . . . . . . .
12
13
Capital gain or (loss). Attach Schedule D if required. If not required, check here
©
13
14
Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . .
14
15 a
IRA distributions .
15a b
Taxable amount (see page 24)
15b
16 a
Pensions and annuities
16a b
Taxable amount (see page 25)
16b
17
Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E
17
18
Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . .
18
19
Unemployment compensation in excess of $2,400 per recipient (see page 27) . . .
19
20 a
Social security benefits
20a b
Taxable amount (see page 27)
20b
21
Other income. List type and amount (see page 29)
21
22
Add the amounts in the far right column for lines 7 through 21. This is your total income
©
22
Adjusted
Gross
Income
23
Educator expenses (see page 29) . . . . . . .
23
24
Certain business expenses of reservists, performing artists, and
fee-basis government officials. Attach Form 2106 or 2106-EZ
24
25
Health savings account deduction. Attach Form 8889 .
25
26
Moving expenses. Attach Form 3903 . . . . . .
26
27
One-half of self-employment tax. Attach Schedule SE .
27
28
Self-employed SEP, SIMPLE, and qualified plans . .
28
29
Self-employed health insurance deduction (see page 30)
29
30
Penalty on early withdrawal of savings . . . . . .
30
31 a
Alimony paid
b Recipient’s SSN
©
31a
32
IRA deduction (see page 31) . . . . . . . .
32
33
Student loan interest deduction (see page 34) . . .
33
34
Tuition and fees deduction. Attach Form 8917 . . .
34
35
Domestic production activities deduction. Attach Form 8903
35
36
Add lines 23 through 31a and 32 through 35 . . . . . . . . . . . . .
36
37 Subtract line 36 from line 22. This is your adjusted gross income . . . . .
©
37
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 97.
Cat. No. 11320B
Form 1040 (2009)
Form 1040 (2009)
Page 2
Tax and
Credits
38
Amount from line 37 (adjusted gross income) . . . . . . . . . . . . . .
38
39a
Check
if:
{
You were born before January 2, 1945,
Blind.
Spouse was born before January 2, 1945,
Blind.
}
Total boxes
checked
© 39a
b
If your spouse itemizes on a separate return or you were a dual-status alien, see page 35 and check here
©
39b
40 a Itemized deductions (from Schedule A) or your standard deduction (see left margin) . . 40a
b
If you are increasing your standard deduction by certain real estate taxes, new motor
vehicle taxes, or a net disaster loss, attach Schedule L and check here (see page 35) .
©
40b
Standard
Deduction
for—
People who
check any
box on line
39a, 39b, or
40b or who
can be
claimed as a
dependent,
see page 35.
All others:
Single or
Married filing
separately,
$5,700
Married filing
jointly or
Qualifying
widow(er),
$11,400
Head of
household,
$8,350
41
Subtract line 40a from line 38 . . . . . . . . . . . . . . . . . . .
41
42 Exemptions. If line 38 is $125,100 or less and you did not provide housing to a Midwestern
displaced individual, multiply $3,650 by the number on line 6d. Otherwise, see page 37 . .
42
43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- . . 43
44 Tax (see page 37). Check if any tax is from: a
Form(s) 8814
b
Form 4972 .
44
45 Alternative minimum tax (see page 40). Attach Form 6251 . . . . . . . . . . 45
46
Add lines 44 and 45 . . . . . . . . . . . . . . . . . . . . .
©
46
47
Foreign tax credit. Attach Form 1116 if required . . . .
47
48
Credit for child and dependent care expenses. Attach Form 2441
48
49
Education credits from Form 8863, line 29 . . . . .
49
50
Retirement savings contributions credit. Attach Form 8880
50
51
Child tax credit (see page 42)
. . . . . . . . .
51
52
Credits from Form:
a
8396
b
8839
c
5695
52
53
Other credits from Form:
a
3800
b
8801
c 53
54 Add lines 47 through 53. These are your total credits . . . . . . . . . . . . 54
55
Subtract line 54 from line 46. If line 54 is more than line 46, enter -0- . . . . . .
©
55
Other
Taxes
56
Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . .
56
57
Unreported social security and Medicare tax from Form:
a
4137
b
8919 . .
57
58
Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required . .
58
59
Additional taxes:
a
AEIC payments
b
Household employment taxes. Attach Schedule H
59
60 Add lines 55 through 59. This is your total tax . . . . . . . . . . . . .
©
60
Payments
61
Federal income tax withheld from Forms W-2 and 1099 . .
61
62
2009 estimated tax payments and amount applied from 2008 return
62
63
Making work pay and government retiree credits. Attach Schedule M
63
If you have a
qualifying
child, attach
Schedule EIC.
64a Earned income credit (EIC) . . . . . . . . . .
64a
b
Nontaxable combat pay election
64b
65
Additional child tax credit. Attach Form 8812 . . . . . .
65
66
Refundable education credit from Form 8863, line 16 . . .
66
67
First-time homebuyer credit. Attach Form 5405 . . . .
67
68 Amount paid with request for extension to file (see page 72) .
68
69
Excess social security and tier 1 RRTA tax withheld (see page 72)
69
70
Credits from Form:
a
2439
b
4136
c
8801
d
8885
70
71 Add lines 61, 62, 63, 64a, and 65 through 70. These are your total payments . . . .
©
71
Refund
Direct deposit?
See page 73
and fill in 73b,
73c, and 73d,
or Form 8888.
72
If line 71 is more than line 60, subtract line 60 from line 71. This is the amount you overpaid
72
73a Amount of line 72 you want refunded to you. If Form 8888 is attached, check here .
©
73a
©
©
b
Routing number
©
c Type:
Checking
Savings
d
Account number
74
Amount of line 72 you want applied to your 2010 estimated tax
©
74
Amount
You Owe
75 Amount you owe. Subtract line 71 from line 60. For details on how to pay, see page 74 .
©
75
76
Estimated tax penalty (see page 74) . . . . . . . .
76
Third Party
Designee
Do you want to allow another person to discuss this return with the IRS (see page 75)?
Yes. Complete the following. No
Designee’s
name
©
Phone
no.
©
Personal identification
number (PIN)
©
Sign
Here
Joint return?
See page 15.
Keep a copy
for your
records.
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 complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Your signature Date Your occupation Daytime phone number
Spouse’s signature. If a joint return, both must sign.
©
Date Spouse’s occupation
Paid
Preparer’s
Use Only
Preparer’s
signature
©
Date
Check if
self-employed
Preparer’s SSN or PTIN
Firm’s name (or
yours if self-employed),
address, and ZIP code
©
EIN
Phone no.
Form 1040 (2009)
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