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W-4
Child
W-4 Tax
Tax
Child
1040
Withhol
Tax
1040
Withhol
Tax
Worksh
ding
Credit
Worksh
ding
Credit
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Calculat
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Calculat
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Itemized
Itemized or
or
Detailed
Quick
or
Detailed
Quick
Standar
Tax
Tax
Standar
Tax
Tax
dd
Calculat
Estimat
Calculat
Estimat
Deducti
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or
Deducti
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or
on?
on?
Interest
Interest
&
&
Dividen
Dividen
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Instructions
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W-4
W-4 Tax
Tax
Withhol
Withhol
ding
ding
Calculat
Calculat
or
or
1040
1040
Worksh
Worksh
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Overvie
Overvie
w
w
Interest
Interest
&
&
Dividen
Dividen
ds
ds
Worksh
Worksh
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Child
Child
Tax
Tax
Credit
Credit
Worksh
Worksh
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DEMO:
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First33cells
cellsopen
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todemo
demousers
users
Use
Usedrop
dropdown
downbox
boxtotochoose
chooseTax
Taxfiling
filingstatus.
status.
Itemize
Itemize
dd or
or
Standar
Standar
dd
Deducti
Deducti
on?
on?
Detailed
Detailed
Tax
Tax
Calculat
Calculat
or
or
Quick
Quick
Tax
Tax
Estimat
Estimat
or
or
Tax Assumptions
Married Filing Jointly
Tax filing status
Number of filers over age 65
0
Number of personal exemptions (spouse, yourself)
2
Number of dependent children
1
Gross Annual Income
Adjustments (click here to view list)
Adjusted Gross Income (AGI)
Itemized deductions - (enter $0 for standard)
Standard Deduction
Exemption Dollars
Taxable Income
Other Credits (child, retirement, etc.)
$
$
$
$
$
$
$
$
60,000
3,000
57,000
10,225
9,900
36,875
1,000
Tax Estimate
3,609
Taxes Paid
4,500
Refund
891
$891
$4,500
$3,609
$-
$500
Taxes Paid
(Payment)/Refund
Results
Tax Estimate
Refund
$
$
3,609
891
Itemize
Itemize
dd or
or
Standar
Standar
dd
Deducti
Deducti
on?
on?
Detailed
Detailed
Tax
Tax
Calculat
Calculat
or
or
Quick
Quick
Tax
Tax
Estimat
Estimat
or
or
Int
Int
er
er
es
es
tt
&
&
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vi
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nd
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0
2
1
$
$
$
$
79,600
56,000
200
800
3,000
$
$
24,000
19,600
Adjustments
Educator expenses
IRA deduction
Student loan interest deduction
3,000
$
$
2,200
800
76,600
10,225
Standard Deduction
Exemption Dollars
Taxable income
$
$
$
12,000
54,375
Tax Estimate
7,234
Tax Credits
Foreign tax credit
Credit for child and dependent care expenses
Credit for the elderly or the disabled
Education credits
1,000
500
500
Other Taxes
Ch
Ch
ild
ild
Ta
Ta
xx
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Child
Tax
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W-4
W-4 Tax
Tax
Withhol
Withhol
ding
ding
Calculat
Calculat
or
or
Tax Assumptions
Overvie
Overvie
w
w
1040
1040
Worksh
Worksh
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Results
Refund
Self-employment tax
Taxes on tip income not reported to employer
Additional tax on IRAs, other qualified retirement plans
Advance earned income credit payments from Form(s) W-2
Household employment taxes
Total Tax
Payments
Federal income tax withheld from Forms W-2 and 1099
7,200
7,200
966
Refund
Adjusted Gross Income (AGI)
76,600
6,234
966
Overvie
Overvie
w
w
W-4
W-4 Tax
Tax
Withhol
Withhol
ding
ding
Calculat
Calculat
or
or
Interest
Interest
&
&
Dividen
Dividen
ds
ds
Worksh
Worksh
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Child
Child
Tax
Tax
Credit
Credit
Worksh
Worksh
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DEMO:
DEMO:First
First33sections
sections
open
opento
todemo
demousers
users
Itemize
Itemize
dd or
or
Standar
Standar
dd
Deducti
Deducti
on?
on?
Quick
Quick
Tax
Tax
Estimat
Estimat
or
or
0
0
57,000
$
$
$
$
5,000
160
5,160
885
$10,225
$10,000
$8,000
$6,300
$6,000
$4,000
$
$
$
$
$
1,400
1,500
1,000
3,900
Interest (Paid/Received)
Home mortgage interest and points
Investment interest and dividends received
Investment interest you paid
$
$
$
2,900
40
-
Total
2,940
Charitable Contributions
Cash contributions
"In-kind" contributions
"Carryover" contributions
Total
$
$
$
$
1,000
1,000
2,000
500
Gambling losses
Other
500
10,225
$12,000
Other Miscellaneous
$2,000
$-
Itemize Deduction
Results
Itemized or Standard Deduction?
Itemize
Standard
Ba
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to
to
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Ta
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Detailed
Detailed
Tax
Tax
Calculat
Calculat
or
or
Tax Assumptions
Tax filing status
Number of blind filers
Number of filers over age 65
Estimated AGI: (adjusted gross income)
1040
1040
Worksh
Worksh
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Itemized
$ 10,225
$
6,300
Overvie
Overvie
w
w
W-4
W-4 Tax
Tax
Withhol
Withhol
ding
ding
Calculat
Calculat
or
or
1040
1040
Worksh
Worksh
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Child
Child
Tax
Tax
Credit
Credit
Worksh
Worksh
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Interest
Interest
&
&
Dividen
Dividen
ds
ds
Worksh
Worksh
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Itemize
Itemize
dd or
or
Standar
Standar
dd
Deducti
Deducti
on?
on?
Detailed
Detailed
Tax
Tax
Calculat
Calculat
or
or
Quick
Quick
Tax
Tax
Estimat
Estimat
or
or
Part I - Interest
Name of payer
Amount
58.00
Citibank CD Interest
New York City Muni Bond
$
$
555.00
150.00
77.00
$1,800.00
$1,600.00
$1,550
$1,400.00
$1,200.00
$1,000.00
$800.00
$600.00
Total Interest
840.00
840.00
$400.00
Excludable interest (on series EE and I U.S. savings bonds issued after 1989.
Taxable Interest
Name of payer
Amount
MSFT
GM
ATT
MO
IBM
$840
$200.00
$
$
$
$
$
700.00
300.00
250.00
200.00
100.00
1,550.00
T axable Interest
W-4
W-4 Tax
Tax
Withhol
Withhol
ding
ding
Calculat
Calculat
or
or
1040
1040
Worksh
Worksh
eet
eet
Overvie
Overvie
w
w
Child
Child
Tax
Tax
Credit
Credit
Worksh
Worksh
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Interest
Interest
&
&
Dividen
Dividen
ds
ds
Worksh
Worksh
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Itemize
Itemize
dd or
or
Standar
Standar
dd
Deducti
Deducti
on?
on?
Detailed
Detailed
Tax
Tax
Calculat
Calculat
or
or
Quick
Quick
Tax
Tax
Estimat
Estimat
or
or
Child Tax Credit. The child tax credit remains $1,000 per child through 2015
To be a qualifying child for the child tax credit, the child must be under age 17 at the end of 2015
Number of qualifying children
1,000
4,500
Form 1040, line 47 (Credit for child and dependent care expenses - Form 2441)
500
Form 1040, line 48 (Credit for the elderly or the disabled - Schedule R)
Form 1040, line 49 (Education credits - Form 8863)
1,500
2,000
4,000
500
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1040
1040
Worksh
Worksh
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eet
Overvie
Overvie
w
w
W-4
W-4 Tax
Tax
Withhol
Withhol
ding
ding
Calculat
Calculat
or
or
Child
Child
Tax
Tax
Credit
Credit
Worksh
Worksh
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Interest
Interest
&
&
Dividen
Dividen
ds
ds
Worksh
Worksh
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Itemize
Itemize
dd or
or
Standar
Standar
dd
Deducti
Deducti
on?
on?
Detailed
Detailed
Tax
Tax
Calculat
Calculat
or
or
Quick
Quick
Tax
Tax
Estimat
Estimat
or
or
Total number of jobs in which you and your spouse are currently employed
Wages from Job #1
2
40,000
20,000
60,000
Personal Allowances
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10,225
12,600
$
$
1,500 x 6.7 = $
$
$
3,000
10,050
1,555
11,495
3
Results
Two-Earner/ Two-Job Allowance adjustment
-3
3
26
Results
Enter on Form 4-W, line 5 (Total Allowances)
Form
1040
Label
(See instructions
on page 12.)
2015
(99)
.20
Last name
Last name
Home address (number & street). If you have a PO box, see pg.16.
HE
RE
2015 ,ending
For the year Jan. 1--Dec. 31, 2015, or other tax year beginning
Important!
Apt. no.
City, town or post office, state and ZIP code. If you have a foreign address, see page 16.
Otherwise, please
print
or type.
Presidential
page 16.)
Filing Status
Check only one
box.
Exemptions
You
Note: Checking "Yes" will not change your tax or reduce your refund.
Do you, or your spouse if filing a joint return, want $3 to go to this fund?
. . . . . .
Single
Married filing joint return (even if only one had income)
Married filing separately. Enter spouse's SSN above and
full name here. u
Spouse
b
c Dependents:
(1) First name
Last name
Attach Form(s)
W-2 here. Also
attach Forms W2G and 1099-R if
tax was withheld.
(3) Dependent's
relationship to
you
Adjusted
Gross
Income
(4)
if qualifying
child for child tax
credit (See page 15)
8 a
b
9 a
b
10
. . . . . . . .
. . .
Wages, salaries, tips, etc. Attach Form(s) W-2.
. . .
Taxable interest. Attach Schedule B if required
. . .
Tax-exempt interest. Do not include on line 8a
Ordinary dividends. Attach Schedule B if required. . . . .. . . . ..
Qualified dividends (see page 20) . . . . . . . .
Total number of exemptions claimed
d
7
. .
. .
. .
. .
. .. ..
. . .
. . .
. . .
. 8b
. .. .. . ..
9b
13
14
Capital gain or (loss). Attach Schedule D if required. If not required, check here
Other gains or (losses). Attach Form 4797 . . . . . . . . .
15a
16a
$
$
8a
$
$
.-
25
26
27
28
29
30
. . . . .
. . . . .
. . . .
One-half of self-employment tax. Attach Schedule SE . . . .
Self-employed health insurance deduction (see page 30)
. .
Self-employed SEP, SIMPLE, and qualified plans . . . . .
Penalty on early withdrawal of savings . . . . . . . .
33
34 a Alimony paid b Recipient's SSN u
. . . . . . . . . . . .
35
Add lines 23 through 34a
This is your adjusted gross income
36
Subtract line 35 from line 22.
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 75.
24
25
26
27
28
29
30
31
32
33
34a
13
15b
16b
$
$
$
$
$
$
$
$
. . . . . . . . .14 . .$ . . . .
Rental real estate, royalities, partnerships, S corporations, trusts, etc. Attach Schedule E.
Farm income or (loss). Attach Schedule F . . . . . . . . . . . .
Unemployment compensation
. . . . . . . . . . . . . .
31
32
$
. . . .. . . . .. . . . .. .9a. .
17
18
19
. . .
. . . .
$
20 a Social security benefits
20a
b Taxable amount (see page 24)
21
Other income. List type and amount (see page 24).
Add the amounts in the far right column for lines 7 through 21. This is your total income u
22
Educator expenses (see page 26). . . . . . . . .
$
23
23
24
Add numbers on
lines above u
. . . . . . .
$
10
. . . . . . . . . . . . . .
$
11
. . . . . . . . . . . . . . . 12. . $ . . .
Alimony received . . . . . . . . .
Business income or (loss). Attach Schedule C or C-EZ
17
18
19
. . . . .
. . . . . .
. . . . . .
Taxable refunds, credits, or offsets of state and local income taxes (see page 20)
11
12
.
15 a IRA distributions
16 a Pensions and annuities
Enclose, but do
not attach, any
payment. Also
please use Form
1040-V.
No
Income
Yes
. . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . .
(2) Dependent's
social security
number
No
6a
Spouse
Yes
$
$
$
$
$
$
$
$
$
$
$
20b
21
22
. . . . . . . .
35 $
. . . . . . . . u. . 36. $. .
Cat. No. 11320B
0
0
0
Page
Tax and
Credits
37
Amount from line 36 (adjusted gross income)
38 a Check
You were born before January 2, 1951
if:
Standard
Deduction
for --People who
checked any box
on line 38a or 38b
or who can be
claimed as a
dependent, see
page 31.
39
41
42
43
44
45
Single or Married
filing separately,
$6,300
46
47
Married filing
jointly or Qualifying
widow(er):
$12,600
48
49
50
51
52
53
Head of
Household:
$9,250
54
55
56
57
Other
Taxes
58
59
60
61
Payments
If you have a
qualifying child,
attach Schedule
EIC.
Refund
Direct deposit?
See page 54 and
fill in 72b, 72c and
72d
Amount
You Owe
Third Party
Designee
Total boxes
checked u 38a
b If your spouse itemizes on a separate return or you were a dual-status alien, see page 31 and check here
Itemized deductions (from Schedule A) or your standard deduction (see left margin)
.
40
All others:
Blind
Blind
62
63
64
47
.
.
.
.
. . . 54
$
. . . . . . . . . . . u. . 55. . $ . . . . . - .
. . . . . . . . . 56
$
Subtract line 55 from line 45. If line 55 is more than line 45, enter -0 Self-employment tax. Attach Schedule SE
. . . . . . . . . . . . . . . . . 57
. . $. . . . . -.
Social security and Medicare tax on tip income not reported to employer. Attach Form 4137 . . .
$
58
Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required . . . . . . 59. . $ .
Advance earned income credit payments from Form(s) W-2
. . . . . . . . . . . . . 60. . $ . . . . Household employment taxes. Attach Schedule H . . . . . . . . . . . . . . . . 61. . $ . .
This is your total tax
. . . . . . . . . . . . . u. . 62. . $. . .
Add lines 56 through 61.
63
64
$
$
$.
66
67
$
$
$
$
. . 65a. .
-
Excess social security and tier 1 RRTA tax withheld (see pg 54)
Additional child tax credit. Attach form 8812.
68
69
Amount paid with request for extension to file (see page 54)
68
8885
69
Other payments from : a Form 2439 b
Form 4136 c
Form
These are your total payments
Add lines 63, 64, 65a, and 66 through 69.
. . . .u
If line 70 is more than line 62, subtract line 62 from line 70. This is the amount you overpaid
72 a Amount of line 71 you want refunded to you . . . . . . . . . . . . .
u c Type:
u
b Routing number
Checking
u
d Account number
75
$
$
40
.
.
.
.
66
67
73
74
39
38b
. . .48 . . $ . . . . .- . . . . . . . . . . . . . . . . .
. . 49
. . .$ . . . . -. . . . . . . . . . . . . . . . .
Retirement savings contributions credit. Attach Form 8880 . . . . . 50
$
Child tax credit (see page 37) . . . . . . . . . . . . 51
. . $
Adoption credit. Attach Form 8839
. . . . . . . . . . 52. . $
b
Form 8859 . . . . . . 53 . . $ . . . . . - . . . . . . . . . . . . . . . . .
Credits: a Form 8396
70
71
. . 41
$
.
$
42
.
$
43
. . . 44 . . $ . . . . . - . .
Add lines 43 and 44 . . . . . . . . . . . . . . . . . . . . . .u . 45
. . $
Foreign tax credit. Attach Form 1116 if required . . . . . . . 46
. . .$ . . . . -. . .
Credit for child and dependent care expenses. Attach Form 2441
Credit for the elderly or the disabled. Attach Schedule R
. .
Education credits. Attach Form 8863 . . . . . . . .
.
.
.
.
. . .
. . . . . . . . . . . . . . . . . . . .
37
$
Amount of line 71 you want applied to your 2015 estimated tax
73
Amount you owe. Subtract line 70 from line 62. For details on how to pay, see page 55.
Estimated tax penalty (see page 55) . . . . . . . . . . .75 . . $ .
Do you want to allow another person to discuss this return with the IRS (see page 56)?
. . .u .
72a
$
$
$
74
70
71
Savings
. . -. . . . . . . . . . . . . . . . . . .
Yes.
Designee's
Phone
Personal Identification
name u
no. u
number. (PIN)
No.
Sign
Here
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
Your signature
Date
Your occupation
Date
Spouse's occupation
Paid
Preparer's
Use Only
Preparer's
belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
signature
Firm's name (or yours if self
employed) address, and ZIP
code
Date
Check if Selfemployed
EIN
Phone no.
Form 1040 (2015)