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Electronic Filing Instructions for your 2011 Federal Tax Return

Important: Your taxes are not finished until all required steps are completed.

Declaration Control Number: Accepted: 02/03/2012 michael J & jennifer J kelly 106 red oaks cv dale, TX 78616
| | Your federal tax return (Form 1040A) shows a refund due to you in the | amount of $1,520.00. The IRS estimates that you can expect your tax | refund to be direct deposited into your account on or around | 02/15/2012. This is only an estimate. The account information you | entered - Account Number: 767748114 Routing Transit Number: 111000614. ______________________________________________________________________________________ | | Where's My | Before you call the Internal Revenue Service with questions about Refund? | your refund, give them 7 to 14 days processing time from the date | your return is accepted. If then you have not received your refund, | or the amount is not what you expected, contact the Internal Revenue | Service directly at 1-800-829-4477. You can also check www.irs.gov | and select the "Where's my refund?" link. ______________________________________________________________________________________ | | What You | Your Electronic Filing Instructions (this form) Need to | Printed copy of your federal return Keep | ______________________________________________________________________________________ | | 2011 | Adjusted Gross Income $ 4,421.00 Federal | Taxable Income $ 0.00 Tax | Total Tax $ 0.00 Return | Total Payments/Credits $ 1,520.00 Summary | Amount to be Refunded $ 1,520.00 | Effective Tax Rate -34.04% ______________________________________________________________________________________ |

Balance Due/ Refund

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Hi michael and jennifer, We just want to thank you for using TurboTax this year! your taxes easy and accurate, year after year. Many happy returns from TurboTax. It's our goal to make

Form

1040A
michael J

Department of the TreasuryInternal Revenue Service Last name

U.S. Individual Income Tax Return (99)


kelly
Last name

2011

IRS Use OnlyDo not write or staple in this space. OMB No. 1545-0074 Your social security number

Your first name and initial

457-83-9203
Spouses social security number

If a joint return, spouses first name and initial

jennifer J 106 red oaks cv

kelly
Apt. no.

467-37-7955
Make sure the SSN(s) above and on line 6c are correct.

Home address (number and street). If you have a P.O. box, see instructions. City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions).

Presidential Election Campaign


Check here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking Foreign postal code a box below will not change your tax or refund. You Spouse

dale TX 78616
Foreign country name Foreign province/county

Filing status
Check only one box.

1 2 3

Exemptions

If more than six dependents, see instructions.

4 Single Head of household (with qualifying person). (See instructions.) Married filing jointly (even if only one had income) If the qualifying person is a child but not your dependent, enter this childs name here. Married filing separately. Enter spouses SSN above and 5 Qualifying widow(er) with dependent child (see instructions) full name here. Boxes 6a Yourself. If someone can claim you as a dependent, do not check checked on box 6a. 2 6a and 6b No. of children b Spouse on 6c who: (4) if child under c Dependents: lived with (3) Dependents (2) Dependents social age 17 qualifying for 1 you security number relationship to you child tax credit (see

(1) First name

Last name

instructions)

michael J

kelly

635-44-9483

Son

did not live with you due to divorce or separation (see instructions)

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 instructions. Enclose, but do not attach, any payment. Also, please use Form 1040-V.

7 8a b 9a b 10 11a

Wages, salaries, tips, etc. Attach Form(s) W-2.

7 8a 9a 10 11b 12b 13 14b 15

4,421.

Taxable interest. Attach Schedule B if required. Tax-exempt interest. Do not include on line 8a. 8b Ordinary dividends. Attach Schedule B if required. Qualified dividends (see instructions). 9b Capital gain distributions (see instructions). IRA 11b Taxable amount distributions. 11a (see instructions). 12a Pensions and 12b Taxable amount annuities. 12a (see instructions). 13 Unemployment compensation and Alaska Permanent Fund dividends. 14a Social security 14b Taxable amount benefits. 14a (see instructions). 15 Add lines 7 through 14b (far right column). This is your total income. Educator expenses (see instructions). IRA deduction (see instructions). Student loan interest deduction (see instructions). 16 17 18

4,421.

Adjusted gross income

16 17 18 19 20 21

Tuition and fees. Attach Form 8917. 19 Add lines 16 through 19. These are your total adjustments. Subtract line 20 from line 15. This is your adjusted gross income.

20 21 4,421.
Form 1040A (2011)

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. BAA
REV 12/01/11 TTO

Form 1040A (2011)

Tax, credits, 22 Enter the amount from line 21 (adjusted gross income). You were born before January 2, 1947, Blind Total boxes 23a Check and if: Spouse was born before January 2, 1947, Blind checked 23a payments

22

Page 2 4,421.

Standard Deduction for People who check any box on line 23a or 23b or who can be claimed as a dependent, see instructions. All others: Single or Married filing separately, $5,800 Married filing jointly or Qualifying widow(er), $11,600 Head of household, $8,500

If you have a qualifying child, attach Schedule EIC.

Refund
Direct deposit? See instructions and fill in 43b, 43c, and 43d or Form 8888.

Amount you owe

b If you are married filing separately and your spouse itemizes 23b deductions, check here 24 Enter your standard deduction. 25 Subtract line 24 from line 22. If line 24 is more than line 22, enter -0-. 26 Exemptions. Multiply $3,700 by the number 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 instructions). 29 Credit for child and dependent care expenses. Attach Form 2441. 29 30 Credit for the elderly or the disabled. Attach 30 Schedule R. 31 Education credits from Form 8863, line 23. 31 32 Retirement savings contributions credit. Attach Form 8880. 32 33 Child tax credit (see instructions). 33 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-. This is your total tax. 36 Federal income tax withheld from Forms W-2 and 1099. 36 15. 37 2011 estimated tax payments and amount applied from 2010 return. 37 38a Earned income credit (EIC). 38a 1,505. b Nontaxable combat pay election. 38b 39 Additional child tax credit. Attach Form 8812. 39 40 American opportunity credit from Form 8863, line 14. 40 41 Add lines 36, 37, 38a, 39, and 40. These are your total payments. 42 If line 41 is more than line 35, subtract line 35 from line 41. This is the amount you overpaid. 43a Amount of line 42 you want refunded to you. If Form 8888 is attached, check here Routing c Type: Checking Savings b number 1 1 1 0 0 0 6 1 4 Account d number 7 6 7 7 4 8 1 1 4 44 Amount of line 42 you want applied to your 2012 estimated tax. 44 45 Amount you owe. Subtract line 41 from line 35. For details on how to pay, see instructions. 46 Estimated tax penalty (see instructions). 46
Do you want to allow another person to discuss this return with the IRS (see instructions)?

24 25 26 27 28

11,600. 0. 11,100. 0. 0.

34 35 0.

41 42 43a

1,520. 1,520. 1,520.

45
No

Third party designee Sign here


Joint return? See page 13. Keep a copy for your records.

Yes. Complete the following.

Designees 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

sales
Spouses signature. If a joint return, both must sign. Print/type preparer's name Firm's name Firm's address
REV 12/01/11 TTO

(512)227-4533
If the IRS sent you an Identity Protection PIN, enter it here (see inst.) PTIN Check if self-employed Firm's EIN Phone no. Form 1040A (2011)

Date

Spouses occupation

sales
Preparers signature Date

Paid preparer use only

SELF PREPARED

SCHEDULE EIC
(Form 1040A or 1040)

Earned Income Credit


Qualifying Child Information

..........

1040A 1040

OMB No. 1545-0074

Department of the Treasury Internal Revenue Service (99) Name(s) shown on return

Complete and attach to Form 1040A or 1040 only if you have a qualifying child.

EIC

2011
Attachment Sequence No. 43 Your social security number

michael J & jennifer J kelly

457-83-9203

Before you begin:

See the instructions for Form 1040A, lines 38a and 38b, or Form 1040, lines 64a and 64b, to make sure that (a) you can take the EIC, and (b) you have a qualifying child. Be sure the childs name on line 1 and social security number (SSN) on line 2 agree with the childs social security card. Otherwise, at the time we process your return, we may reduce or disallow your EIC. If the name or SSN on the childs social security card is not correct, call the Social Security Administration at 1-800-772-1213.

!
CAUTION

If you take the EIC even though you are not eligible, you may not be allowed to take the credit for up to 10 years. See page 2 for details. It will take us longer to process your return and issue your refund if you do not fill in all lines that apply for each qualifying child.

Qualifying Child Information


1 Childs name
If you have more than three qualifying children, you only have to list three to get the maximum credit.
First name

Child 1
Last name First name

Child 2
Last name First name

Child 3
Last name

michael J kelly

2 Childs SSN

The child must have an SSN as defined in the instructions for Form 1040A, lines 38a and 38b, or Form 1040, lines 64a and 64b, unless the child was born and died in 2011. If your child was born and died in 2011 and did not have an SSN, enter Died on this line and attach a copy of the childs birth certificate, death certificate, or hospital medical records. Year

635-44-9483 1 9 9 4
Year
If born after 1992 and the child was younger than you (or your spouse, if filing jointly), skip lines 4a and 4b; go to line 5.

3 Childs year of birth

Year
If born after 1992 and the child was younger than you (or your spouse, if filing jointly), skip lines 4a and 4b; go to line 5.

If born after 1992 and the child was younger than you (or your spouse, if filing jointly), skip lines 4a and 4b; go to line 5.

4 a Was the child under age 24 at the end of

2011, a student, and younger than you (or your spouse, if filing jointly)?

Yes. Go to line 5.

No. Go to line 4b.

Yes. Go to line 5.

No. Go to line 4b.

Yes. Go to line 5.

No. Go to line 4b.

b Was the child permanently and totally


disabled during any part of 2011? Yes. Go to line 5. No. The child is not a qualifying child. Yes. Go to line 5. No. The child is not a qualifying child. Yes. Go to line 5. No. The child is not a qualifying child.

5 Childs relationship to you


(for example, son, daughter, grandchild, niece, nephew, foster child, etc.)

Son

6 Number of months child lived with you in the United States during 2011
If the child lived with you for more than half of 2011 but less than 7 months, enter 7. If the child was born or died in 2011 and your home was the childs home for the entire time he or she was alive during 2011, enter 12.

12 months Do not enter more than 12 months.


BAA

months Do not enter more than 12 months.


REV 11/22/11 TTO

months Do not enter more than 12 months.


Schedule EIC (Form 1040A or 1040) 2011

For Paperwork Reduction Act Notice, see your tax return instructions.

ELECTRONIC POSTMARK - CERTIFICATION OF ELECTRONIC FILING


Taxpayer: Primary SSN:

michael J & jennifer J kelly 457-83-9203

Federal Return Submitted: Federal Return Acceptance Date:

February 03, 2012 02/03/2012

09:11 AM PST

The Intuit Electronic Postmark shows the date and time Intuit received your federal tax return. The Intuit Electronic Postmark documents the filing date of your income tax return, and the electronic postmark information should be kept on file with your tax return and other tax-related documentation. There are two important aspects of the Intuit Electronic Postmark: 1. THE INTUIT ELECTRONIC POSTMARK. The electronic postmark shows the date and time Intuit received the federal return, and is deemed the filing date if the date of the electronic postmark is on or before the date prescribed for filing of the federal individual income tax return. TIMELY FILING: For your federal return to be considered filed on time, your return must be postmarked on or before midnight April 17, 2012. Intuits electronic postmark is issued in the Pacific Time (PT) zone. If you are not filing in the PT zone, you will need to add or subtract hours from the Intuit Electronic Postmark time to determine your local postmark time. For example, if you are filing in the Eastern Time (ET) zone and you electronically file your return at 9 AM on April 17, 2012, your Intuit electronic postmark will indicate April 17, 2012, 6 AM. If your federal tax return is rejected, the IRS still considers it filed on time if the electronic postmark is on or before April 17, 2012, and a corrected return is submitted and accepted before April 22, 2012. If your return is submitted after April 22, 2012, a new time stamp is issued to reflect that your return was submitted after the IRS deadline and, consequently, is no longer considered to have been filed on time. If you request an automatic six-month extension, your return must be electronically postmarked by midnight October 15, 2012. If your federal tax return is rejected, the IRS will still consider it filed on time if the electronic postmark is on or before October 15, 2012, and the corrected return is submitted and accepted by October 20, 2012. 2. THE ACCEPTANCE DATE. Once the IRS accepts the electronically filed return, the acceptance date will be provided by the Intuit Electronic Filing Center. This date is proof that the IRS accepted the electronically filed return.

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