Provide America’s taxpayerstop quality service by helpingthem understand and meettheir tax responsibilities andby applying the tax law withintegrity and fairness to all. IRS

Department of the TreasuryInternal Revenue Service

www.irs.gov
filed.

$ 7,700$ 8,850

$ 13,85$ 14,750$ 15,650

$ 3,000

$ 9,900

$ 11,050

$ 10,85$ 11,750

—

*If blind — Refer to Publication 17, Filing Information, or tax form instruction booklet.

 under 65 (both spouses)

 65 or older (one spouse)

 65 or older (both spouses)
$4,700.

$4,450)

$750.

Dependent — 65 or older, blind or married — See Publication 17, Filing Information, or tax form instruction 

Advanced earned income credit recipients who have an amount in Box 9 of their W-2 forms.

$750,
Which Form Should I Use?

Filing Status

Number of

Exemptions

Taxable

Income Amount

Only

Income F

Form1040 EZ

Form1040 A

SingleMarried, Filing Joint

(under age 65 andnot blind)

SingleMarried, Filing JointMarried, Filing

Separate

Head of HouseholdQualifying

Widow(er) withdependent child

No more than

two personalexemptions

(yourself and

spouse — nodependents)

All exemptions

that you areentitled to claim

Only taxable

income (line 6) ifless than $50,000

Only taxable

income (line 25) ifless than $50,000

Wages, SalarieTaxable schola

fellowship gra

Interest of $150Unemployment 

sation

Wages, SalarieTaxable scholar

fellowship gran

InterestDividends; Cap

Distributions

Pensions, Annu

IRAs

Unemployment

compensation

Taxable Social 

and/or RailroaRetirement be
Filing Status

Number of

Exemptions

Taxable

Income

Amount Inco

Form1040

SingleMarried, Filing JointMarried, Filing

Separate

Head of HouseholdQualifying

Widow(er) withdependent child

All exemptions

that you areentitled toclaim

Any amount of

taxable income(line 39)

Wages, Salaries, TipsTaxable scholarship a

ship grants

InterestDividendsPensions, Annuities, aUnemployment compTaxable Social Secur

Railroad Retirement 

Self employment earnRents and RoyaltiesTaxable state and loc

tax refunds

Capital Gains includin

from the sale of you

Alimony receivedAll other sources

To save time and processing costs, always use the simplest tax retu
Determination of Filing Status 

1 If you paid over half of household costs for a dependent child, you can file as Qualifying Widow(er) for 2 years after the year of death of your spouse. 2 See Pub. 17, Filing Status, for rules applying to birth, death, or temporary absence during the year. 3 An unmarried child includes grandchild, stepchild, or adopted child. 4 A married child includes grandchild, stepchild, or adopted child, but the child is not a qualifying person unless you can claim an exemption for the child. 

If you could claim an exemption for the child, except that the child’s other parent claims the exemption under the special rules for a noncustodial parent, 

then the child is a qualifying person. 5 A foster child must live with you for the entire year, and you must be able to claim an exemption for the individual. 6 A parent does not have to live with you if you paid more than half the cost of keep up their main home for the entire year, but you must be able to claim 

an exemption for the parent. 7 Other relatives include grandparent, brother, sister, stepbrother, stepsister, half brother, half sister stepmother, stepfather, mother-in-law, father-in-law, 

brother-in-law, sister-in-law, son-in-law, daughter-in-law and, if related by blood, uncle, aunt, nephew, or niece. 

Start Here 

NO 

YES 

YESYES

NO

NO 

NO

NO

YES

Were you married on the last day of the year? Did your spouse die during the year? 

YES

Did you and your spouse live apart during the last 6 months of the year? 

Did you pay more than half of the household costs of keeping up a home lived in for more than 6 months by your: 2

• Unmarried child3

• Married child4

• Foster child5

• Parent6

• Other relative7

Did you pay more than half of household costs of keeping up a home for yourself and a dependent child who lived with you for more than 6 months? 

Married Filing 

Jointly or Married 

Filing Separately?1

Head of Household

Single 
Dependency Tests

Must Meet ALL 5 Tests

Member of Household/Relationship Test — Dependent must be:

a. relative, or;b. live in taxpayer’s household all year. (For more information see Publication 17 or tax 

instruction booklet.)

Joint Return Test — Dependent can’t file a joint return with someone else unless it is only to c

refund of tax withheld.Citizenship Test — Dependent must be:

a. a U.S. citizen, resident or national or;b. a resident of Canada or Mexico

Gross Income Test — Dependent must have less than $3,000 of gross income unless he/she 

taxpayer’s child and is:

a. under 19 years of age, or;b. a full-time student (5 months of the year) and under age 24.

Support Test — Must provide over 1/2 the total support (includes: food, clothing, shelter, educ

medical, recreation).
Figuring Taxable Social Security Benefits — WorksheetIf you are married filing separately and you lived apart from your spouse for all oenter “D” to the right of the word “benefits” on line 14a (Form 1040A) or on line 21040).1. Enter the total amount from box 5 of ALL your Forms SSA–1099 and RRB–1099 . . . . . . . . . . . . . . . . . . . . . . 1. 

Note: If line 1 is zero or less, stop here; none of your benefits are taxable.Otherwise, go on to line 2.

2. Enter one-half of line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 3. Enter the total of the amounts from:

Form 1040: Lines 7, 8a, 8b, 9-14, 15b, 16b, 17-19, and 21.Form 1040A: Lines 7, 8a, 8b, 9, 10, 11b, 12b, and 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.

4. Form 1040A filers: Enter the total of any exclusions for qualified U.S. savings bold interest

(Form 8815, line 14) or for adoption benefits (Form 8839, line 26)Form 1040 filers: Enter the total of any exclusions/adjustments for:• Qualified U.S. savings bond interest (Form 8815, line 14)• Adoption benefits (Form 8839, line 26)• Foreign earned income or housing (Form 2555, lines 43 and 48, or Form 2555-EZ, line 18), and• Certain income of bona fide residents of American Samoa (Form 4563, line 15) or Puerto Rico . . . . . . . . . . 4. 

5. Add lines 2, 3, and 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. 6. Form 1040A filers: Enter the amount from Form 1040A, line 16 and line 17. Form 1040 filers: Enter the 

amount from Form 1040, line 34, minus any amount on Form 1040, line 25 and line 26 . . . . . . . . . . . . . . . . . 6. 

7. Subtract line 6 from line 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7. 8. Enter $25,000 ($32,000 if married filing jointly; $0 if married filing separately and you lived with your spouse

at any time during 2002) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 
9. Subtract line 8 from line 7. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9. 

Note: If line 9 is zero or less, stop here; none of your benefits are taxable. (Do not enter any amounts on Form1040, line 20a or 20b, or on Form 1040A, line 14a or line 14b. But if you are married filing separately and youlived apart from your spouse for all of 2002, enter -0- on Form 1040, line 20b, or on Form 1040A, line 14b.)Otherwise, go on to line 10.

10. Enter $9,000 ($12,000 if married filing jointly; $0 if married filing separately and you lived with your spouse

at any time during 2002) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10. 

11. Subtract line 10 from line 9. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 12. Enter the smaller of line 9 or line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Enter one-half of line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Enter the smaller of line 2 or line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14. 15. Multiply line 11 by 85% (.85). If line 11 is zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15. 16. Add lines 14 and 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16. 17. Multiply line 1 by 85% (.85) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17. 18. Taxable benefits. Enter the smaller of line 16 or line 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18.

Note: If part of your benefits are taxable for 2002 and they include benefits paid in 2002 for an earlier year,

you may be able to reduce the taxable amount shown above. See Publication 915 for details.
Standard Deductions

for

Most People

Filing Status Standard Deduction

Single $4,700

Married, Filing Joint or

Qualifying Widow/er $7,850

Married, Filing Separate $3,925

Head of Household $6,900
Standard Deductions for Those

65 or Older and/or Blind

*If one spouse itemizes, the other spouse must itemize.

Filing Status

Number in Box on Line:

37a Form 1040

23a Form 1040A

Sta

Ded

Single 1 $5,

2 $7,

Married, filing joint or 1 $8,Qualifying Widow/er 2 $9,

3 $10,4 $11,

Married, filing separate* 1 $4,

2 $5,3 $6,4 $7,

Head of Household 1 $8,

2 $9,
Standard Deduction for anyone who can beclaimed as a dependent on someone else’s

return: For Form 1040EZ, use the worksheeton the back of the form. For Form 1040A orForm 1040, use the worksheet below.
Standard Deduction Worksheet for Dependents

1. Enter your earned income 

— if none, enter -0-

2. Additional amount 250.03. Add lines 1 and 24. Minimum amount 750.05. Enter the larger of line 3 or line 46. Enter the amount shown below for your filing status:

■ Single, enter $4,700■ Married, filing separate, enter $3,925■ Married, filing joint, enter $7,850■ Qualifying Widow/er, enter $7,850■ Head of Household, enter $6,900

7. Standard deduction

a. Enter the smaller of line 5 or line 6. If under 65 and not blind, stop here

and enter this amount on Form 1040, line 38 or Form 1040a, line 24.Otherwise, go to line 7b.

b. If 65 or older or blind, multiply $1,150 ($900 if married filing jointly

or separately, or qualifying widow/er) by the number on Form 1040,line 37a or Form 1040A, line 23a. Enter result here.

c. Add lines 7a and 7b. Enter the total here and on Form 1040, line 38, or

Form 1040A, line 24.
Exemptions

Exemption is $3,000 for you, your spouse and any eligible dependents (see chart below). No eyou if you are able to be claimed as a dependent on someone else’s return.

No personal exemption for age or blindness — see section on Standard Deduction.

$3,000$3,000$3,000$3,000$3,000

X 1 =X 2 =X 3 =X 4 =X 5 =

$3,000$6,000$9,000

$12,000$15,000

2002 Exemption Chart
Child and Dependent Care Credit

Qualifying Person• A child that is under the age of 13 when the expenses were incurred and for whom a depen

exemption can be claimed,

• A dependent (or a person who could be claimed as a dependent if his or her gross income h

less than the personal exemption amount) who is physically or mentally incapable of self-ca

• A spouse who is physically or mentally incapable of self-care.Special rules apply if the parents are divorced or separated. (see Pub 17)Qualified Expenses• Expenses must be paid, for the care of a qualifying person, to allow the taxpayer to work or 

work.

• Cannot include expenses paid while the taxpayer is off work because of illness.• Main purpose of expenses must be for the qualifying person’s well being and protection.
Can You Claim the Child and Dependent Care Credit?

Start Here



Was the care for one or more qualifying persons?

Yes

No





Did you1 keep up a home for you and that qualifying person or

persons?

Yes

No





Did you2 have earned income during the year?

Yes

No





Did you pay the expenses to allow you2 to work or look for work?

Yes

No





Were your payments made to someone you or your spouse couldclaim as a dependent?

No

Yes





Were your payments made to your child who was under the age of19 at the end of the year?

No

Yes



Are you single? No


No



No



Are you filing a joint return?Do you meet the requirementsto be considered unmarried?

Do you know the care provider’s name, address,and identifying number?Did you make a reasonable effort to get thisinformation? (See Due diligence.)Did you exclude at least $2,400 of dependentcare benefits ($4,800 if two or more qualifyingpersons)?

You CAN claim the child anddependent care credit. Fill outForm 2441 or Schedule 2(Form 1040A).

You CANNOT claim the childand dependent care credit.3

 No Yes

 No Yes No

Yes





Yes



Yes



Yes



1This includes your spouse if you were married.2This also applies to your spouse, unless your spouse was disabled or a full-time student.3If you had expenses that met the requirements for 2001, except that you did not pay them until 2002, you may be able to claim those expenses in 

See Expenses not paid until the following year under How To Figure the Credit.
Credit for the Elderly

— Form 1040, attach Schedule R — Form 1040A, attach Schedule 3A person may be eligible if:1. 65 or older or;2. Under 65 and retired on permanent and total disability and receives taxable disability incomA person is not eligible if:Filing status is AND Non-taxable income (Social Security, OR AG

Tier 1 railroad retirement, and other to onontaxable pensions) is equal to thaor more than...

Single, Qualifying Widow/er $5,000* $17Head of HouseholdMarried, filing separate*** $3,750 $12Married, filing joint— one spouse qualifies $5,000 $20— both spouses qualify $7,500 $25* Qualified taxpayers under 65 — This amount is limited to taxable disability income for year, if less.

** If the base amount (column two) is limited to disability income, the amount of adjusted gross income which wil

taxpayer from taking the credit will be less than the amount listed in column three. Check Publication 17, Chapfor more information.

*** Must not live with spouse at any time during the tax year.
Education Credits – Form 8863

Hope CreditLimit is $1,500 per studentOnly for the first two years of post-educationalsecondary educationMust be pursuing a degree or other credentials.At least one-half of full-time workload for oneacademic periodFor tuition, and related expenses (see Pub. 17 for expenses that do not qualify)Not available to anyone with a felony drugconviction

Lifetime Learning CreditLimit is $1,000 per tax returnAvailable for unlimited number of yeaCourses in degree program or to acqimprove job skillsOne or more coursesFor tuition and related expenses (see expenses that do not qualify)No other restrictions
Retirement Savings Contribution Credit

Is AGI less than $25,000, ($37,500 if head of household,$50,000 if married filing jointly)?

NO

Are you at least 18 years of ageat the end of the year? NO

Can you be claimed as a dependent on someone else s taxreturn?

YES

Were you a full time student during 2002? YESQualified for credit Not qualified 

YESYES

NO

NO
Child Tax Credit

Use the worksheet in 1040 or 1040A Instruction booklet.This is a credit intended to reduce the tax. The credit may be refundable. The credit is up to $6qualified child.Qualified Child:1. Under age 17 at the end of 2002.2. A citizen or resident of the United States.3. Claimed as your dependent.4. Your:

a. Son or daughter,b. Stepson or stepdaughter,c. Adopted child,d. Grandchild,e. Eligible foster child.
Additional Child Tax Credit

The child tax credit is generally a non-refundable credit; however, certain taxpayers may be enrefundable additional child tax credit.• Taxpayers with more than $10,000 of taxable earned income, may be eligible for the additio

tax credit regardless of the number of qualifying children.

• Taxpayers with three or more children may also be eligible for additional child tax credit rega

of their income.

Use Form 8812 to calculate the allowable additional child tax credit.
Rules for Everyone Rules With A Qualifying Child Rules With No Qua

Must have a valid SSN Child must meet the relationship, Taxpayer (or spouse issued by SSA. age, & residency tests. return) must be at lea

but under age 65.

Filing status cannot be married Taxpayer cannot be a qualifyingfiling separate. child of another person. The taxpayer (or spo

joint return) cannot be dependent of another 

Must be a U.S. citizen or Qualifying child must have a validresident alien all year. SSN. Taxpayer cannot be a 

child of another perso

Cannot file Form 2555 or Form2555-EZ. Taxpayer must have 

U.S. more than half o

Investment income must be lessthan or equal to $2,550.Must have earned income.

Earned Income Credit
EIC Income Limits(Earned Income And AGI Must Each Be Less Than the Following Amounts)

Filing No Qualifying One Qualifying Two or M

Status Children Child Qualifying C

Single or Head of $11,060 $29,201 $33,17

Household

Married Filing $12,060 $30,201 $34,17

Joint

Earned income for purposes of the EIC is taxable wages, salaries, tips; net earnings from self-union strike benefits; taxable long-term disability benefits received before minimum retirement gross income received as a statutory employee.
EIC Qualifying Child Determination 1 To be considered a student, the child must attend school full-time for some part of each of five calendar months of the year. See Pub. 17, Earned Income Credit, for rules 

regarding vocational high school students and night school. 2 If a child fails to meet the residency test because the child was born or died during the year, the child is considered to meet the test if the child lived with the taxpayer while 

was alive. 

Start Here 

YES 

N

YES

NO 

NO

YES 

NO

NO 

NO

YES

YES 

Is the child your son, daughter, stepson, stepdaughter or a descendent of your son, daughter, stepson or stepdaughter? 

Is the child your brother, sister, stepbrother, stepsister, a descendant of your brother, sister, stepbrother, stepsister, or a child placed by an authorized placement agency? 

NO

YES

YES 

Did you care for this child as you would your own child? 

Did the child live with you in the U.S. for more than half of

the year? Not a qualifying 2 child. 

Was the child under 24 and a full-time student?1Was the child permanently and totally disabled at any time during the year regardless of age? 

Was the child under age 19 at the end of the year? 

This is a 

qualifying child.

Not a qualifying 

child. 
Qualifying Child of More Than One Taxpayer

If a child is a qualifying child of more than one taxpayer, the taxpayers may choose which of ththe credit on the basis of that child. If two or more children are qualifying children of the same (not filing a joint return together), the taxpayers may agree that one will claim the credit on the child and the other will claim the credit on the basis of the other child.If two or more taxpayers actually claim the credit on the basis of the same quailfying child, the determines which of them is entitled to the credit on the basis of that child. This is the tie-breaThe taxpayer who is entitled to the credit is -

• The parent, if one taxpayer is a parent of the child.• The taxpayer with the higher AGI, if neither is a parent of the child.• The parent the child lived with longest during the tax year, if both taxpayers are parents 

and they do not file a joint return together.

• The parent with the higher AGI, if both taxpayers are parents of the child, the child lived 

parents for the same length of time during the tax year, and they do not file a joint return 
Be sure to verify eligibility carefully regarding dependents and filing status. If the 

does not qualify, write 

“NO

” on the earned income credit line. Otherwise the 

will receive a letter to confirm that the credit is not allowable.Identification Numbers

To claim the EIC, the taxpayer (and spouse if filing a joint return) must have a valid Social Seber (SSN) issued by the Social Security Administration (SSA). Any qualifying child listed on Smust also have a valid SSN. If a social security card has a legend that says 

“Not valid for em

and the number was issued so that the taxpayer (or spouse or qualifying child) could receive funded benefit, the taxpayer cannot claim the EIC. An example of a federally funded benefit is Individual Taxpayer Identification Numbers (ITINs) and Adoption Taxpayers Identification Numcannot be used when claiming the EIC.If a taxpayer has a social security card that contains the legend “valid for work only with INSauthorization,” the taxpayer may claim the credit, assuming he or she meets the other require
Return Signature

A return is not considered a valid return unless it is signed. Both spouses must sign if the returjointly. The return should be dated and the occupation line(s) should be completed.Child’s ReturnIf your child cannot sign his or her return, sign your child’s name in the space provided followewords, “By (your signature), parent or guardian for minor child.”Deceased TaxpayerIf a taxpayer died before filing the return, the taxpayer’s spouse or personal representative maand sign a return for the person who died. A personal representative can be an executor, admianyone who is in charge of the decedent’s property.

If the taxpayer did not have to file a return but had tax withheld, a return must be filed to get a Write “Deceased,” the decendent’s name, and the date of death across the top of the tax retur

If the spouse died during the year and the surviving spouse did not remarry, a joint return can Write “Filing as surviving spouse” in the area where the taxpayer would have signed. If some

the personal representative, he or she must also sign.

Claiming a Refund for a Deceased PersonIf a surviving spouse is filing a joint return with the decedent, file only the tax return to claim thCourt-appointed representatives should file the return and attach a copy of the certificate that sappointment. All other filers requesting the decedent’s refund should file the return and attach 
Payment Options

If there are less tax payments than the amount of the tax liability, then there is tax due to be pareturn.Payment with Return• Taxpayer makes a check or money order payable to “United States Treasury.”

• Taxpayer attaches Form 1040V to the payment.

• Taxpayer can authorize direct debit for payment.Electronic Payment Options

• Taxpayer can pay by credit card using a service provider.• Taxpayer should call 1–888–ALL–TAXX or 1–800–2 PAYTAX.

Installment Agreement

• Use Form 9465 to request an installment agreement.

• A $43 processing fee will be charged to establish the agreement.• Taxpayers should send a payment with the request, if possible.• Interest and late payment penalties will continue to accrue on any tax not paid by the due da

return.
WHERE TO FILE YOUR 2002 TAXES

IF you live in . . . and you are filing a return and you are filing a return

AND ARE NOT ENCLOSING AND ARE ENCLOSING A

A PAYMENT, then use this PAYMENT, then use this

address . . . addresss . . .(Note: the first line of the address should be: Internal Revenue Service)

Florida, Georgia, Mississippi, North Carolina Atlanta, GA P.O. Box 105093South Carolina, West Virginia 39901-0002 Atlanta, GA 30348-5093New York- (New York City, and counties of Holtsville, NY P.O. Box 1187Nassau, Rockland, Suffolk, and Westchester) 00501-0002 Newark, NJ 07101-1187

Maine, New Hampshire, Vermont, New York Andover, MA P.O. Box 1214

(all other counties) 05501-0002 Charlotte, NC 28201-1214Massachusetts, Michigan, Rhode Island, Andover, MA P.O Box 37002

05501-0002 Hartford, CT 06176-0002

Illinois, Indiana, Iowa, Kansas, Minnesota, Kansas City, MO P.O. Box 970011Missouri, Nebraska, North Dakota, South 64999-0002 St. Louis, MO 63197-0011

Dakota, Utah, WisconsinDistrict of Columbia, Connecticut, Delaware Philadelphia, PA P.O. Box 80101

Maryland, New Jersey, Pennsylvania 19255-0002 Cincinnati, OH 45280-0001Colorado, Kentucky, Montana, Louisiana, Austin, TX P.O. Box 660308New Mexico, Oklahoma, Texas, Wyoming 73301-0002 Dallas, TX 75266-0308Alaska, California (all counties), Hawaii, Fresno, CA P.O. Box 7704

Nevada, Oregon 93888-0002 San Francisco, CA 94120-7704

Arizona, Idaho, Washington Fresno, CA P.O. Box 60840

93888-0002 Los Angeles, CA 90060-0840

Alabama, Arkansas, Ohio, Tennessee, Memphis, TN P.O. Box 105017Virginia 37501-0002 Atlanta, GA 30348-5017All APO and FPO addresses, American Samoa,nonpermanent residents of Guam or the Virgin Philadelphia, PA P.O. Box 80111

Islands*, Puerto Rico (or if excluding foreign 19255-0215 Cincinnati, OH 45280-0011

income under IRC section 933), a foreign country:U.S. citizens and those filing Form 2555, 2555EZ,or 4563

• Permanent residents of Guam should use: Department of Revenue and Taxation, Government of Guam, P.O. Box 23607, GMF, GU 96921; permanent reside

Islands should use: V.I. Bureau of Internal Revenue, 9601 Estate Thomas, Charlotte Amalie, St. Thomas, VI 00802. 

Quality Review Checksheet — Assistor

❑ Name/Address/SSN completed ❑ Refund/amount due entered on corre❑ Presidential Election Campaign Fund ❑ TP occupation entered❑ Filing status checked ❑ TP signed and dated (or given written ❑ Exemptions checked for spouse)❑ Dependents listed (if applicable) ❑ W-2s attached❑ Exemptions added ❑ Schedule(s) attached❑ Adjusted gross income computed ❑ Decedent return❑ Tax from table correct (check filing status) ❍ Top of the return Deceased, Na

❑ Does TP qualify for a tax credit? Decedent, Date of Death

(i.e., Earned Income Credit, Child Tax Credit) ❍ Filing as Surviving Spouse or Per

❑ Other taxes included (if applicable) Representative

❑ Payments listed and added ❑ Site number on bottom of return

❍ Tax withheld ❑ VITA/TCE acronym on bottom of retu❍ Estimated taxes❍ 1099 withholding❍ Earned Income Tax Credit

(advanced payment)

Recheck Math Rechec