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4 Version K: Separation 1 of 2: Black

This document is the first two pages of a Form 1040 individual US income tax return for the year 2004. It includes instructions for filing status, exemptions, and reporting income including wages, taxable interest, dividends, taxable refunds, alimony, business or farm income, capital gains, retirement income, rental income, unemployment compensation, and other income. The taxpayer's social security number, filing status, exemptions, and income amounts would be filled in the designated fields for filing their return.

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0% found this document useful (0 votes)
64 views

4 Version K: Separation 1 of 2: Black

This document is the first two pages of a Form 1040 individual US income tax return for the year 2004. It includes instructions for filing status, exemptions, and reporting income including wages, taxable interest, dividends, taxable refunds, alimony, business or farm income, capital gains, retirement income, rental income, unemployment compensation, and other income. The taxpayer's social security number, filing status, exemptions, and income amounts would be filled in the designated fields for filing their return.

Uploaded by

balu
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Version K 4

TLS, have you I.R.S. SPECIFICATIONS TO BE REMOVED BEFORE PRINTING


transmitted all R Action Date Signature
text files for this INSTRUCTIONS TO PRINTERS
cycle update? FORM 1040, PAGE 1 of 2
MARGINS: TOP 13 mm (12), CENTER SIDES. PRINTS: HEAD to HEAD O.K. to print
PAPER: WHITE WRITING, SUB. 20. INK: BLACK
FLAT SIZE: 203 mm (8)  279 mm (11)
Date PERFORATE: (NONE) Revised proofs
DO NOT PRINT DO NOT PRINT DO NOT PRINT DO NOT PRINT requested

Separation 1 of 2: Black

1040
Department of the TreasuryInternal Revenue Service

2004
Form

U.S. Individual Income Tax Return (99) IRS Use OnlyDo not write or staple in this space.
For the year Jan. 1Dec. 31, 2004, or other tax year beginning , 2004, ending , 20 OMB No. 1545-0074
Label Your first name and initial Last name Your social security number
(See L
A
instructions B If a joint return, spouses first name and initial Last name Spouses social security number
on page 16.) E
L
Use the IRS
label. H
Home address (number and street). If you have a P.O. box, see page 16. Apt. no.
Important!
Otherwise, E
please print R You must enter
E City, town or post office, state, and ZIP code. If you have a foreign address, see page 16.
or type. your SSN(s) above.
Presidential

You Spouse
Election Campaign Note. Checking Yes will not change your tax or reduce your refund.
(See page 16.) Do you, or your spouse if filing a joint return, want $3 to go to this fund? Yes No Yes No
1 Single 4 Head of household (with qualifying person). (See page 17.) If
Filing Status 2 Married filing jointly (even if only one had income) the qualifying person is a child but not your dependent, enter
Check only 3 Married filing separately. Enter spouses SSN above this childs name here.
one box. and full name here. 5 Qualifying widow(er) with dependent child (see page 17)


Boxes checked
6a Yourself. If someone can claim you as a dependent, do not check box 6a on 6a and 6b
Exemptions b Spouse No. of children
(3) Dependents (4) if qualifying on 6c who:
c Dependents: (2) Dependents
relationship to child for child tax lived with you
(1) First name Last name social security number
you credit (see page 18) did not live with
you due to divorce
or separation
If more than four (see page 18)
dependents, see Dependents on 6c
page 18. not entered above
Add numbers on
d Total number of exemptions claimed lines above

7 Wages, salaries, tips, etc. Attach Form(s) W-2 7


Income 8a Taxable interest. Attach Schedule B if required 8a
Attach Form(s) b Tax-exempt interest. Do not include on line 8a 8b
W-2 here. Also 9a Ordinary dividends. Attach Schedule B if required 9a
attach Forms 9b
b Qualified dividends (see page 20)
W-2G and
1099-R if tax 10 Taxable refunds, credits, or offsets of state and local income taxes (see page 20) 10
was withheld. 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
If you did not 14 Other gains or (losses). Attach Form 4797 14
get a W-2, 15a IRA distributions 15a b Taxable amount (see page 22) 15b
see page 19.
16a Pensions and annuities 16a b Taxable amount (see page 22) 16b
Enclose, but do 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 17
not attach, any 18 Farm income or (loss). Attach Schedule F 18
payment. Also, 19
please use 19 Unemployment compensation
Form 1040-V. 20a Social security benefits 20a b Taxable amount (see page 24) 20b
21 Other income. List type and amount (see page 24) 21
22 Add the amounts in the far right column for lines 7 through 21. This is your total income 22
23 Educator expenses (see page 26) 23
Adjusted 24 Certain business expenses of reservists, performing artists, and
Gross fee-basis government officials. Attach Form 2106 or 2106-EZ 24
Income 25 IRA deduction (see page 26) 25
26 Student loan interest deduction (see page 28) 26
27 Tuition and fees deduction (see page 29) 27
28 Health savings account deduction. Attach Form 8889 28
29 Moving expenses. Attach Form 3903 29
30 One-half of self-employment tax. Attach Schedule SE 30
31 Self-employed health insurance deduction (see page 30) 31
32 Self-employed SEP, SIMPLE, and qualified plans 32
33 Penalty on early withdrawal of savings 33
34a Alimony paid b Recipients SSN 34a
35 Add lines 23 through 34a 35
36 Subtract line 35 from line 22. This is your adjusted gross income 36
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 75. Cat. No. 11320B Form 1040 (2004)
Version K 4
I.R.S. SPECIFICATIONS TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
FORM 1040, PAGE 2 of 2
MARGINS: TOP 13 mm (12), CENTER SIDES. PRINTS: HEAD to HEAD
PAPER: WHITE WRITING, SUB. 20. INK: BLACK
FLAT SIZE: 203 mm (8)  279 mm (11)
PERFORATE: (NONE)
DO NOT PRINT DO NOT PRINT DO NOT PRINT DO NOT PRINT

Separation 1 of 2: Black

Form 1040 (2004) Page 2


37 Amount from line 36 (adjusted gross income) 37
Tax and
Credits 38a Check
if:  You were born before January 2, 1940,
Spouse was born before January 2, 1940, 
Blind. Total boxes
Blind. checked 38a
Standard b If your spouse itemizes on a separate return or you were a dual-status alien, see page 31 and check here 38b
Deduction 39 Itemized deductions (from Schedule A) or your standard deduction (see left margin) 39
for
40 Subtract line 39 from line 37 40
People who
checked any 41 If line 37 is $107,025 or less, multiply $3,100 by the total number of exemptions claimed on
box on line line 6d. If line 37 is over $107,025, see the worksheet on page 33 41
38a or 38b or
who can be 42 Taxable income. Subtract line 41 from line 40. If line 41 is more than line 40, enter -0- 42
claimed as a 43
dependent, 43 Tax (see page 33). Check if any tax is from: a Form(s) 8814 b Form 4972
see page 31. 44 Alternative minimum tax (see page 35). Attach Form 6251 44
All others: 45 Add lines 43 and 44 45
Single or 46 Foreign tax credit. Attach Form 1116 if required 46
Married filing 47 Credit for child and dependent care expenses. Attach Form 2441 47
separately,
$4,850 48 Credit for the elderly or the disabled. Attach Schedule R 48
Married filing 49 Education credits. Attach Form 8863 49
jointly or 50 Retirement savings contributions credit. Attach Form 8880 50
Qualifying
widow(er), 51 Child tax credit (see page 37) 51
$9,700 52 52
Adoption credit. Attach Form 8839
Head of 53 Credits from: a Form 8396 b Form 8859 53
household,
$7,150 54 Other credits. Check applicable box(es): a Form 3800
b Form 8801 c Specify 54
55 Add lines 46 through 54. These are your total credits 55
56 Subtract line 55 from line 45. If line 55 is more than line 45, enter -0- 56
57 Self-employment tax. Attach Schedule SE 57
Other 58
58 Social security and Medicare tax on tip income not reported to employer. Attach Form 4137
Taxes 59
59 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required
60 Advance earned income credit payments from Form(s) W-2 60
61 Household employment taxes. Attach Schedule H 61
62 Add lines 56 through 61. This is your total tax 62
63
Payments 63 Federal income tax withheld from Forms W-2 and 1099
64 2004 estimated tax payments and amount applied from 2003 return 64
If you have a 65a Earned income credit (EIC) 65a
qualifying
child, attach
b Nontaxable combat pay election 65b
Schedule EIC. 66 Excess social security and tier 1 RRTA tax withheld (see page 54) 66
67 Additional child tax credit. Attach Form 8812 67
68 Amount paid with request for extension to file (see page 54) 68
69 Other payments from: a Form 2439 b Form 4136 c Form 8885 69
70 Add lines 63, 64, 65a, and 66 through 69. These are your total payments 70
71 If line 70 is more than line 62, subtract line 62 from line 70. This is the amount you overpaid 71
Refund
72a Amount of line 71 you want refunded to you 72a
Direct deposit?
See page 54 b Routing number c Type: Checking Savings
and fill in 72b, d Account number
72c, and 72d.
73 Amount of line 71 you want applied to your 2005 estimated tax 73
Amount 74 Amount you owe. Subtract line 70 from line 62. For details on how to pay, see page 55 74
You Owe 75 Estimated tax penalty (see page 55) 75
Do you want to allow another person to discuss this return with the IRS (see page 56)? Yes. Complete the following. No
Third Party
Designees Phone Personal identification
Designee 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
Sign belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here


Your signature Date Your occupation Daytime phone number
Joint return?
See page 17. ( )
Keep a copy Spouses signature. If a joint return, both must sign. Date Spouses occupation
for your
records.

Paid Preparers
signature Date
Check if
self-employed
Preparers SSN or PTIN

Preparers
Use Only
Firms name (or
yours if self-employed),
address, and ZIP code
EIN
Phone no. ( )
Form 1040 (2004)

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