Electronic Filing Instructions for your 2009 Federal Tax Return
Important: Your taxes are not finished until all required steps are completed.
Melinda F Hughes
9743 Waters Ave So
Seattle, WA 98118
|
| Your federal tax return (Form 1040) shows a refund due to you in the
| amount of $2,147.00. Your tax refund should be direct deposited into
| your account within 8 to 14 days after your return is accepted. The
| account information you entered - Account Number: 77284172 Routing
| Transit Number: 325081665.
______________________________________________________________________________________
|
|
Where’s My
| Before you call the Internal Revenue Service with questions about
Refund?
| your refund, give them 8 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.
______________________________________________________________________________________
|
|
No
| No signature form is required since you signed your return
Signature
| electronically.
Document
|
Needed
|
______________________________________________________________________________________
|
|
What You
| Your Electronic Filing Instructions (this form)
Need to
| Printed copy of your federal return
Keep
|
______________________________________________________________________________________
|
|
2009
| Adjusted Gross Income
$
33,063.00
Federal
| Taxable Income
$
23,713.00
Tax
| Total Tax
$
3,141.00
Return
| Total Payments/Credits
$
5,288.00
Summary
| Amount to be Refunded
$
2,147.00
| Effective Tax Rate
9.50%
______________________________________________________________________________________
|
"D
oN
ot
Fil
e"
Balance
Due/
Refund
Page 1 of 1
Consent to Use Your Tax Return Information
Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use, without your
consent, your tax return information for purposes other than the preparation and filing of your tax return.
You are not required to complete this form. If we obtain your signature on this form by conditioning our services on
your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you
do not specify the duration of your consent, your consent is valid for one year.
Before we continue, we need your permission to check your tax return to see if you are eligible for certain options
in our program. Specifically, we would like to check your age, whether you have a refund and the amount, your
state of residence, and whether you are a U.S. Resident.
e"
The following statements apply:
I authorize Intuit, the maker of TurboTax to use the 2009 tax return information described above
to determine my eligibility to place all or a portion of my refund on a debit card.
Fil
Sign this agreement by entering your name:
Melinda
Hughes
Taxpayer’s First Name
Taxpayer’s Last Name
Melinda F Hughes
Enter today’s date:
04/13/2010
Date
Spouse’s Last Name (if applicable)
ot
Spouse’s First Name (if applicable)
"D
oN
If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law
or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by
telephone at 1-800-366-4484, or by email at complaints@tigta.treas.gov.
CONSENT2
FDIY8001
03/05/10
Form
Department of the Treasury
1040
' Internal Revenue Service
U.S. Individual Income Tax Return
For the year Jan 1 - Dec 31, 2009, or other tax year beginning
Label
(See instructions.)
Your first name
MI
Melinda
If a joint return, spouse’s first name
Use the
IRS label.
Otherwise,
please print
or type.
2009
F
Hughes
MI
Last name
Spouse’s social security number
Home address (number and street). If you have a P.O. box, see instructions.
Apartment no.
Exemptions
A
WA
X
1
2
3
6a
b
Single
Married filing jointly (even if only one had income)
Married filing separately. Enter spouse’s SSN above & full
name here
X
Enclose, but do
not attach, any
payment. Also,
please use
Form 1040-V.
4
5
You
J
Spouse
Head of household (with qualifying person). (See
instructions.) If the qualifying person is a child
but not your dependent, enter this child’s
name here
Qualifying widow(er) with dependent child (see instructions)
Boxes checked
on 6a and 6b
b
(4) if
qualifying
child for child
tax credit
(see instrs)
d Total number of exemptions claimed
7 Wages, salaries, tips, etc. Attach Form(s) W-2
8 a Taxable interest. Attach Schedule B if required
b Tax-exempt interest. Do not include on line 8a
8b
9 a Ordinary dividends. Attach Schedule B if required
b Qualified dividends (see instrs)
9b
10 Taxable refunds, credits, or offsets of state and local income taxes (see instructions)
11 Alimony received
12 Business income or (loss). Attach Schedule C or C-EZ
13 Capital gain or (loss). Att Sch D if reqd. If not reqd, ck here
14 Other gains or (losses). Attach Form 4797
15 a IRA distributions
15 a
b Taxable amount (see instrs)
16 a Pensions and annuities
16 a
b Taxable amount (see instrs)
17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E
18 Farm income or (loss). Attach Schedule F
compensation in excess of $2,400
19 Unemployment
per recipient (see instructions)
Add numbers
on lines
above
7
8a
1
No. of children
on 6c who:
? lived
with you
? did not
live with you
due to divorce
or separation
(see instrs)
Dependents
on 6c not
entered above
1
34,606.
9a
10
11
12
13
14
15 b
16 b
17
18
19
20 b
21
22
Social security benefits
20 a
b Taxable amount (see instrs)
Other income
Add the amounts in the far right column for lines 7 through 21. This is your total income
Educator expenses (see instructions)
23
Adjusted
Certain business expenses of reservists, performing artists, and fee-basis
government officials. Attach Form 2106 or 2106-EZ
24
1,543.
Gross
Income
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 instructions)
29
30 Penalty on early withdrawal of savings
30
31 a Alimony paid b Recipient’s SSN
31 a
32 IRA deduction (see instructions)
32
33 Student loan interest deduction (see instructions)
33
34 Tuition and fees deduction. Attach Form 8917
34
35 Domestic production activities deduction. Attach Form 8903
35
36 Add lines 23 - 31a and 32 - 35
36
37 Subtract line 36 from line 22. This is your adjusted gross income
37
BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions.
FDIA0112 09/17/09
34,606.
"D
20 a
21
22
23
24
You must enter your
social security
number(s) above.
Checking a box below will not
change your tax or refund.
98118
Yourself. If someone can claim you as a dependent, do not check box 6a
Spouse
(2) Dependent’s
(3) Dependent’s
c Dependents:
social security
relationship
number
to you
(1) First name
Last name
ot
If you did not
get a W-2,
see instructions.
ZIP code
Check here if you, or your spouse if filing jointly, want $3 to go to this fund? (see instructions)
oN
Attach Form(s)
W-2 here. Also
attach Forms
W-2G and 1099-R
if tax was withheld.
State
Seattle
If more
than four
dependents,
see instructions
and check here
Income
J
9743 Waters Ave So
e"
Check only
one box.
OMB No. 1545-0074
Your social security number
136-50-3444
Fil
Filing Status
, 20
Last name
City, town or post office. If you have a foreign address, see instructions.
Presidential
Election
Campaign
IRS Use Only ' Do not write or staple in this space.
(99)
, 2009, ending
1,543.
33,063.
Form 1040 (2009)
Melinda F Hughes
Form 1040 (2009)
Married filing
jointly or
Qualifying
widow(er),
$11,400
Head of
household,
$8,350
Other
Taxes
Payments
If you have a
qualifying
child, attach
Schedule EIC.
Refund
Direct deposit?
See instructions
and fill in 73b,
73c, and 73d or
Form 8888.
Amount
You Owe
53 Other crs from Form: a
3800 b
8801 c
53
54 Add lines 47 through 53. These are your total credits
55 Subtract line 54 from line 46. If line 54 is more than line 46, enter -056 Self-employment tax. Attach Schedule SE
57 Unreported social security and Medicare tax from Form: a
4137 b
8919
58 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required
59 Additional taxes: a
AEIC payments
b
Household employment taxes. Attach Schedule H
60 Add lines 55-59. This is your total tax
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 credit. Attach Schedule M
63
64 a Earned income credit (EIC)
64 a
b Nontaxable combat pay election
64 b
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 instructions)
68
69 Excess social security and tier 1 RRTA tax withheld (see instructions)
69
70 Credits from Form: a
2439 b
4136 c
8801 d
8885 70
71 Add lns 61-63, 64a, & 65-70. These are your total pmts
72 If line 71 is more than line 60, subtract line 60 from line 71. This is the amount you overpaid
73 a Amount of line 72 you want refunded to you. If Form 8888 is attached, check here
G b Routing number
325081665
G c Type: X Checking
G d Account number
77284172
74 Amount of line 72 you want applied to your 2010 estimated tax
74
75 Amount you owe. Subtract line 71 from line 60. For details on how to pay, see instructions
76 Estimated tax penalty (see instructions)
76
Do you want to allow another person to discuss this return with the IRS (see instructions)?
Joint return?
See instructions.
Keep a copy
for your records.
Paid
Preparer’s
Use Only
41
27,363.
42
3,650.
43
23,713.
44
45
46
3,141.
3,141.
54
55
56
57
58
59
60
3,141.
3,141.
4,888.
400.
5,288.
2,147.
2,147.
71
72
73 a
Savings
75
Yes. Complete the following.
Designee’s
Phone
Personal identification
name
G
no.
G
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 complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
"D
Third Party
Designee
Sign
Here
e"
Single or Married
filing separately,
$5,700
Fil
? All others:
5,700.
40 a
ot
Standard
Deduction
for '
? People who
check any box
on line 39a, 39b,
or 40b or who
can be claimed
as a dependent,
see instructions.
Blind. Total boxes
Blind. checked
39 a
b If your spouse itemizes on a separate return, or you were a dual-status alien, see instrs and ck here
39 b
40 a Itemized deductions (from Schedule A) or your standard deduction (see left margin)
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 instructions)
40 b
41 Subtract line 40a from line 38
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 instructions
43 Taxable income. Subtract line 42 from line 41.
If line 42 is more than line 41, enter -044 Tax (see instrs). Check if any tax is from:
a
Form(s) 8814
b
Form 4972
45 Alternative minimum tax (see instructions). Attach Form 6251
46 Add lines 44 and 45
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 instructions)
51
52 Credits from Form: a
8396
b
8839
c
5695
52
Page 2
33,063.
38
oN
Tax and
Credits
136-50-3444
38 Amount from line 37 (adjusted gross income)
39 a Check
You were born before January 2, 1945,
if:
Spouse was born before January 2, 1945,
Your signature
A
Date
Your occupation
X
No
G
Daytime phone number
Program Support Assistant
Spouse’s signature. If a joint return, both must sign.
Date
Spouse’s occupation
A
Preparer’s
signature
Date
A
Firm’s name
(or yours if
self-employed),
address, and
ZIP code
A
Preparer’s SSN or PTIN
Check if self-employed
Self-Prepared
EIN
Phone no.
Form 1040 (2009)
FDIA0112
09/17/09
Form
2106-EZ
Department of the Treasury
Internal Revenue Service
OMB No. 1545-0074
Unreimbursed Employee Business Expenses
2009
Attachment
Sequence No.
G Attach to Form 1040 or Form 1040NR.
(99)
Your name
Occupation in which you incurred expenses
Social security number
Melinda F Hughes
Registered Counselor
136-50-3444
129A
You Can Use This Form Only if All of the Following Apply.
? You are an employee deducting ordinary and necessary expenses attributable to your job. An ordinary expense is one that is common and
accepted in your field of trade, business, or profession. A necessary expense is one that is helpful and appropriate for your business. An
expense does not have to be required to be considered necessary.
? You do not get reimbursed by your employer for any expenses (amounts your employer included in box 1 of your Form W-2 are not
considered reimbursements for this purpose).
? If you are claiming vehicle expense, you are using the standard mileage rate for 2009.
Part I
e"
Caution: You can use the standard mileage rate for 2009 only if: (a) you owned the vehicle and used the standard mileage rate for the
first year you placed the vehicle in service, or (b) you leased the vehicle and used the standard mileage rate for the portion of the lease
period after 1997.
Figure Your Expenses
Vehicle expense using the standard mileage rate. Complete Part II and multiply line 8a by 55f (.55)
1
2
Parking fees, tolls, and transportation, including train, bus, etc, that did not involve overnight travel or
commuting to and from work
2
Fil
1
4
5
6
Travel expense while away from home overnight, including lodging, airplane, car rental, etc.
Do not include meals and entertainment
3
675.
Business expenses not included on lines 1 through 3.
Do not include meals and entertainment
4
868.
Meals and entertainment expenses: $
x 50% (.50) (Employees subject to
Department of Transportation (DOT) hours of service limits: Multiply meal expenses incurred while away from
home on business by 80% (.80) instead of 50%. For details, see instructions.)
5
Total expenses. Add lines 1 through 5. Enter here and on Schedule A (Form 1040), line 21 (or on Schedule
A (Form 1040NR), line 9). (Armed Forces reservists, fee-basis state or local government officials, qualified
performing artists, and individuals with disabilities: See the instructions for special rules on where to enter
this amount.)
6
Part II
ot
3
Information on Your Vehicle. Complete this part only if you are claiming vehicle expense on line 1.
When did you place your vehicle in service for business use? (month, day, year)
8
Of the total number of miles you drove your vehicle during 2009, enter the number of miles you used your vehicle for:
a Business
10
oN
7
9
1,543.
b Commuting (see instr)
c Other
Was your vehicle available for personal use during off-duty hours?
Yes
No
Do you (or your spouse) have another vehicle available for personal use?
Yes
No
Yes
No
"D
11 a Do you have evidence to support your deduction?
b If ’Yes,’ is the evidence written?
BAA For Paperwork Reduction Act Notice, see separate instructions.
FDIA7501
Yes
No
Form 2106-EZ (2009)
06/10/09
SCHEDULE M
Department of the Treasury
Internal Revenue Service
(99)
OMB No. 1545-0074
Making Work Pay and Government
Retiree Credits
(Form 1040A or 1040)
G Attach to Form 1040A, 1040, or 1040NR.
2009
Attachment
Sequence No.
G See separate instructions.
Name(s) shown on return
Your social security number
Melinda F Hughes
136-50-3444
166
1 a Important: See the instructions if you can be claimed as someone else’s dependent or are filing Form
1040NR. Check the ’No’ box below and see the instructions if (a) you have a net loss from a business, (b) you
received a taxable scholarship or fellowship grant not reported on a Form W-2, (c) your wages include pay
for work performed while an inmate in a penal institution, (d) you received a pension or annuity from a
nonqualified deferred compensation plan or a nongovernmental section 457 plan, or (e) you are filing Form
2555 or 2555-EZ.
Do you (and your spouse if filing jointly) have 2009 wages of more than $6,451 ($12,903 if married
filing jointly)?
Yes. Skip lines 1a through 3. Enter $400 ($800 if married filing jointly) on line 4 and go to line 5.
No. Enter your earned income (see instructions)
1a
b Nontaxable combat pay included on line 1a
(see instructions)
2 Multiply line 1a by 6.2% (.062)
e"
X
1b
2
Enter $400 ($800) if married filing jointly)
4
Enter the smaller of line 2 or line 3 (unless you checked ’Yes’ on line 1a)
5
Enter the amount from Form 1040, line 38*, or Form 1040A, line 22
5
33,063.
6
Enter $75,000 ($150,000 if married filing jointly)
6
75,000.
7
Is the amount on line 5 more than the amount on line 6?
X No. Skip line 8. Enter the amount from line 4 on line 9 below.
Yes. Subtract line 6 from line 5
Multiply line 7 by 2% (.02)
9
Subtract line 8 from line 4. If zero or less, enter -0-
400.
7
8
9
400.
10
0.
11
0.
oN
Did you (or your spouse, if filing jointly) receive an economic recovery payment in 2009? You may have
received this payment if you received social security benefits, supplemental security income, railroad
retirement benefits, or veterans disability compensation or pension benefits (see instructions).
X
11
4
ot
8
10
3
Fil
3
No. Enter -0- on line 10 and go to line 11.
Yes. Enter the total of the payments received by you (and your spouse, if filing jointly).
Do not enter more than $250 ($500 if married filing jointly)
Did you (or your spouse, if filing jointly) receive a pension or annuity in 2009 for services performed as an
employee of the U.S. Government or any U.S. state or local government from work not covered by social
security? Do not include any pension or annuity reported on Form W-2.
No. Enter -0- on line 11 and go to line 12.
Yes. ? If you checked ’No’ on line 10, enter $250 ($500 if married filing jointly and the
answer on line 11 is ’Yes’ for both spouses)
? If you checked ’Yes’ on line 10, enter -0- (exception: enter $250 if filing jointly
and the spouse who received the pension or annuity did not receive an
economic recovery payment described on line 10)
"D
X
12
13
Add lines 10 and 11
Subtract line 12 from line 9. If zero or less, enter -0-
12
13
0.
400.
14
Making work pay and government retiree credits. Add lines 11 and 13. Enter the result here and on Form
1040, line 63, Form 1040A, line 40; or Form 1040NR, line 60
14
400.
*If you are filing Form 2555, 2555-EZ, or 4563 or you are excluding income from Puerto Rico, see instructions.
BAA For Paperwork Reduction Act Notice, see Form 1040A, 1040, or 1040NR instructions.
Schedule M (Form 1040A or 1040) 2009
FDIA8501
10/27/09
Tax Payments Worksheet
2009
G Keep for your records
Name(s) Shown on Return
Social Security Number
Melinda F Hughes
136-50-3444
Estimated Tax Payments for 2009 (If more than 4 payments for any state or locality, see Tax Help)
Federal
Date
State
Amount
Date
Amount
Local
ID
Date
Amount
04/15/09
04/15/09
2 06/15/09
06/15/09
06/15/09
3 09/15/09
09/15/09
4 01/15/10
01/15/10
e"
1 04/15/09
09/15/09
01/15/10
6
7
8
9
oN
"D
Forms W-2
Forms W-2G
Forms 1099-R
Forms 1099-MISC and 1099-G
Schedules K-1
Forms 1099-INT, DIV and OID
Social Security and Railroad Benefits
Form 1099-B
St
Loc
Other withholding
St
Loc
Other withholding
St
Loc
Other withholding
St
Loc
Total Withholding Lines 10 through 18c
Total Tax Payments for 2009
Prior Year Taxes Paid In 2009
(If multiple states or localities, see Tax Help)
21
22
23
24
State
ID
Local
ID
Overpayments applied to 2009
Credited by estates and trusts
Totals Lines 1 through 7
2009 extensions
Taxes Withheld From:
10
11
12
13
14
15
16
17
18 a
b
c
19
20
Federal
ot
Tax Payments Other Than Withholding
(If multiple states, see Tax Help)
Fil
5
Tot Estimated
Payments
ID
Tax paid with 2008 extensions
2008 estimated tax paid after 12/31/08
Balance due paid with 2008 return
Other (amended returns, installment payments, etc)
Federal
State
Local
4,888.
4,888.
4,888.
State
ID
Local
ID
Federal Carryover Worksheet
2009
G Keep for your records
Name(s) Shown on Return
Social Security Number
Melinda F Hughes
136-50-3444
2008 State and Local Income Tax Information (See Tax Help)
(b)
Paid With
Extension
(c)
Estimates Pd
After 12/31
(d)
Total Withheld/Pmts
Totals
Other Tax and Income Information
(f)
Total Overpayment
Filing status
Number of exemptions for blind or over 65 (0 - 4)
Itemized deductions after limitation
Check box if required to itemize deductions
Adjusted gross income
Tax liability for Form 2210 or Form 2210-F
Alternative minimum tax
Federal overpayment applied to next year estimated tax
(g)
Applied
Amount
2008
1
2
3
4
5
6
7
8
2009
1
Fil
1
2
3
4
5
6
7
8
(e)
Paid With
Return
e"
(a)
State or
Local ID
Single
4,000.
33,063.
2,741.
Excess Contributions
Taxpayer’s excess Archer MSA contributions as of 12/31
Spouse’s excess Archer MSA contributions as of 12/31
Taxpayer’s excess Coverdell ESA contributions as of 12/31
Spouse’s excess Coverdell ESA contributions as of 12/31
Taxpayer’s excess HSA contributions as of 12/31
Spouse’s excess HSA contributions as of 12/31
oN
9a
b
10 a
b
11 a
b
ot
QuickZoom to the IRA Information Worksheet for IRA information
"D
2009
2008
2007
2006
2005
2004
2009
2008
2009
9a
b
10 a
b
11 a
b
Loss and Expense Carryovers
12 a Short-term capital loss
b AMT Short-term capital loss
13 a Long-term capital loss
b AMT Long-term capital loss
14 a Net operating loss available to carry forward
b AMT Net operating loss available to carry forward
15 a Investment interest expense disallowed
b AMT Investment interest expense disallowed
16 Nonrecaptured net Section 1231 losses from:
a
b
c
d
e
f
2008
12 a
b
13 a
b
14 a
b
15 a
b
16 a
b
c
d
e
f