You are on page 1of 25

Electronic Filing Instructions for your 2014 Federal Tax Return

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

An N Vu
13605 58th Ave N
Plymouth, MN 55446
|
Balance | Your federal tax return (Form 1040) shows a balance due of $1,181.00.
Due/ |
Refund | Your return shows you have elected to pay your balance due of
| $1,181.00 by Direct Debit using the following information:
| - Amount Withdrawn: $1,181.00
| - Account Number: 152302509137
| - Routing Transit Number: 081000210
| - Date of Withdrawal: 04/03/2015
|
______________________________________________________________________________________
|
What You | Your Electronic Filing Instructions (this form)
Need to | Printed copy of your federal return
Keep |
|
______________________________________________________________________________________
|
2014 | Adjusted Gross Income $ 175,910.00
Federal | Taxable Income $ 157,620.00
Tax | Total Tax $ 37,299.00
Return | Total Payments/Credits $ 36,118.00
Summary | Payment Due $ 1,181.00
| Effective Tax Rate 21.20%
|
______________________________________________________________________________________
|
Estimated | Estimated Payments for 2015 - Do not mail these vouchers with your
Payments to | 2014 income tax return. The estimated vouchers displayed below are
Make for Next | used to prepay your 2015 income taxes that will be filed next year.
Year's Return | If you expect to owe more than $1,000 in 2015, you may incur
| underpayment penalties if you do not make these four estimated tax
| payments. This printout includes your estimated tax vouchers for your
| federal estimated taxes (Form 1040-ES).
|
| Mail payments according to the schedule below:
|
| Voucher Number Due Date Amount
| 1 04/15/2015 $ 1,228.00
| 2 06/15/2015 $ 1,228.00
| 3 09/15/2015 $ 1,228.00
| 4 01/15/2016 $ 1,228.00
|
| Include a separate check or money order for each payment, payable to
| "United States Treasury". Write your social security number and "Form
| 1040-ES" on each check.
|
| Mail payments to:
| Internal Revenue Service
| P.O. Box 802502
| Cincinnati, OH 45280-2502
|
______________________________________________________________________________________

Page 1 of 1
Hi An,

We just want to thank you for using TurboTax this year! It's our goal to make
your taxes easy and accurate, year after year.

With TurboTax Deluxe:


Your Head Start On Next Year:
When you come back next year, taxes will be so easy! We'll have all
your information saved and ready to transfer in to your new return.
We'll ask you questions about what changed since we last talked, and
we'll be ready to get you the credits and deductions you deserve, no
matter what life throws at you.

Here's the final wrap up for your 2014 taxes:

Your federal balance due is: $ 1,181.00

We reviewed over 350 deductions and credits so you can be sure you
didn't miss a thing and that you got the maximum refund - guaranteed.
Your Deductions and Credits:

Your itemized deductions for this year: $14,340.00

Your Guarantee of Accuracy:


Breathe easy. The calculations on your return are backed with our
100% Accuracy Guarantee.
- We double checked your return for errors along the way.
- We helped with step-by-step guidance to get your answers on the right
IRS forms.
- We made sure you didn't miss a deduction even if something in your life
changed, like a new job, new house - or more kids!

Also included:
- We provide the Audit Support Center free of charge, in the unlikely
event you get audited.

Many happy returns from TurboTax.


I Detach Here and Mail With Your Payment I
Calendar Year '
Department of the Treasury
Internal Revenue Service Due 04/15/2015 2015 Form 1040-ES Payment Voucher 1
File only if you are making a payment of estimated tax by check or money order. Mail this
voucher with your check or money order payable to the 'United States Treasury.' Write
Amount of estimated tax
your social security number and ' 2015 Form 1040-ES' on your check or money order. Do not you are paying by check
send cash. Enclose, but do not staple or attach, your payment with this voucher. or money order . . . . . . . . . G 1,228.
REV 10/16/14 TTO 1555
327-02-4303
AN N VU INTERNAL REVENUE SERVICE
PO BOX 802502
13605 58TH AVE N CINCINNATI OH 45280-2502
PLYMOUTH MN 55446

327024303 WA VU 30 0 201512 430


I Detach Here and Mail With Your Payment I
Calendar Year'
Department of the Treasury
Internal Revenue Service Due 06/15/2015 2015 Form 1040-ES Payment Voucher 2
File only if you are making a payment of estimated tax by check or money order. Mail this
voucher with your check or money order payable to the 'United States Treasury.' Write
Amount of estimated tax
your social security number and '2015 Form 1040-ES' on your check or money order. Do not you are paying by check
send cash. Enclose, but do not staple or attach, your payment with this voucher. or money order . . . . . . . . . G 1,228.
REV 10/16/14 TTO 1555
327-02-4303
AN N VU INTERNAL REVENUE SERVICE
PO BOX 802502
13605 58TH AVE N CINCINNATI OH 45280-2502
PLYMOUTH MN 55446

327024303 WA VU 30 0 201512 430


I Detach Here and Mail With Your Payment I
Calendar Year'
Department of the Treasury
Internal Revenue Service Due 09/15/2015 2015 Form 1040-ES Payment Voucher 3
File only if you are making a payment of estimated tax by check or money order. Mail this
voucher with your check or money order payable to the 'United States Treasury.' Write
Amount of estimated tax
your social security number and ' 2015 Form 1040-ES' on your check or money order. Do not you are paying by check
send cash. Enclose, but do not staple or attach, your payment with this voucher. or money order . . . . . . . . . G 1,228.
REV 10/16/14 TTO 1555
327-02-4303
AN N VU INTERNAL REVENUE SERVICE
PO BOX 802502
13605 58TH AVE N CINCINNATI OH 45280-2502
PLYMOUTH MN 55446

327024303 WA VU 30 0 201512 430


I Detach Here and Mail With Your Payment I
Calendar Year'
Department of the Treasury
Internal Revenue Service Due 01/15/2016 2015 Form 1040-ES Payment Voucher 4
File only if you are making a payment of estimated tax by check or money order. Mail this
voucher with your check or money order payable to the 'United States Treasury.' Write
Amount of estimated tax
your social security number and ' 2015 Form 1040-ES' on your check or money order. Do not you are paying by check
send cash. Enclose, but do not staple or attach, your payment with this voucher. or money order . . . . . . . . . G 1,228.
REV 10/16/14 TTO 1555
327-02-4303
AN N VU INTERNAL REVENUE SERVICE
PO BOX 802502
13605 58TH AVE N CINCINNATI OH 45280-2502
PLYMOUTH MN 55446

327024303 WA VU 30 0 201512 430


Form
1040 Department of the Treasury—Internal Revenue Service

U.S. Individual Income Tax Return


(99)
2014 OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space.

For the year Jan. 1–Dec. 31, 2014, or other tax year beginning , 2014, ending , 20 See separate instructions.
Your first name and initial Last name Your social security number

An N Vu 327-02-4303
If a joint return, spouse’s first name and initial Last name Spouse’s social security number

Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Make sure the SSN(s) above
c
and on line 6c are correct.
13605 58th Ave N
City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Presidential Election Campaign
Plymouth MN 55446 Check here if you, or your spouse if filing
jointly, want $3 to go to this fund. Checking
Foreign country name Foreign province/state/county Foreign postal code
a box below will not change your tax or
refund. You Spouse

1 Single 4 Head of household (with qualifying person). (See instructions.) If


Filing Status
2 Married filing jointly (even if only one had income) the qualifying person is a child but not your dependent, enter this
Check only one 3 Married filing separately. Enter spouse’s SSN above child’s name here. a
box. and full name here. a 5 Qualifying widow(er) with dependent child

Exemptions 6a
b
Yourself. If someone can claim you as a dependent, do not check box 6a .
Spouse . . . . . . . . . . . . . . . . . . . .
.
.
.
.
.
.
.
.
} Boxes checked
on 6a and 6b
No. of children
1
c Dependents: (2) Dependent’s (3) Dependent’s (4)  if child under age 17 on 6c who:
social security number relationship to you qualifying for child tax credit • lived with you
(1) First name Last name (see instructions) • did not live with
you due to divorce
or separation
If more than four (see instructions)
dependents, see Dependents on 6c
instructions and not entered above
check here a Add numbers on
d Total number of exemptions claimed . . . . . . . . . . . . . . . . . lines above a 1
7 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . 7 174,979.
Income
8a Taxable interest. Attach Schedule B if required . . . . . . . . . . . . 8a 852.
b Tax-exempt interest. Do not include on line 8a . . . 8b
Attach Form(s)
W-2 here. Also
9a Ordinary dividends. Attach Schedule B if required . . . . . . . . . . . 9a 79.
attach Forms b Qualified dividends . . . . . . . . . . . 9b 79.
W-2G and 10 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . 10
1099-R if tax 11 Alimony received . . . . . . . . . . . . . . . . . . . . . 11
was withheld.
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 a 13
If you did not 14 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . 14
get a W-2,
see instructions. 15a IRA distributions . 15a b Taxable amount . . . 15b
16a Pensions and annuities 16a b Taxable amount . . . 16b
17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 17
18 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . 18
19 Unemployment compensation . . . . . . . . . . . . . . . . . 19
20a Social security benefits 20a b Taxable amount . . . 20b
21 Other income. List type and amount 21
22 Combine the amounts in the far right column for lines 7 through 21. This is your total income a 22 175,910.
23 Educator expenses . . . . . . . . . . . 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 Health savings account deduction. Attach Form 8889 . 25
26 Moving expenses. Attach Form 3903 . . . . . . 26
27 Deductible part of self-employment tax. Attach Schedule SE . 27
28 Self-employed SEP, SIMPLE, and qualified plans . . 28
29 Self-employed health insurance deduction . . . . 29
30 Penalty on early withdrawal of savings . . . . . . 30
31a Alimony paid b Recipient’s SSN a 31a
32 IRA deduction . . . . . . . . . . . . . 32
33 Student loan interest deduction . . . . . . . . 33
34 Tuition and fees. Attach Form 8917 . . . . . . . 34
35 Domestic production activities deduction. Attach Form 8903 35
36 Add lines 23 through 35 . . . . . . . . . . . . . . . . . . . 36
37 Subtract line 36 from line 22. This is your adjusted gross income . . . . . a 37 175,910.
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. BAA REV 03/10/15 TTO Form 1040 (2014)
Form 1040 (2014) Page 2
38 Amount from line 37 (adjusted gross income) . . . . . . . . . . . . . . 38 175,910.
Tax and
Credits
39a Check
if:
{ You were born before January 2, 1950,
Spouse was born before January 2, 1950,
Blind.
Blind.
} Total boxes
checked a 39a
b If your spouse itemizes on a separate return or you were a dual-status alien, check here a 39b
Standard 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) . . 40 14,340.
Deduction 161,570.
for— 41 Subtract line 40 from line 38 . . . . . . . . . . . . . . . . . . . 41
• People who 42 Exemptions. If line 38 is $152,525 or less, multiply $3,950 by the number on line 6d. Otherwise, see instructions 42 3,950.
check any
box on line 43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- . . 43 157,620.
39a or 39b or 44 Tax (see instructions). Check if any from: a Form(s) 8814 b Form 4972 c 44 37,299.
who can be
claimed as a 45 Alternative minimum tax (see instructions). Attach Form 6251 . . . . . . . . . 45
dependent,
see 46 Excess advance premium tax credit repayment. Attach Form 8962 . . . . . . . . 46
instructions. 47 Add lines 44, 45, and 46 . . . . . . . . . . . . . . . . . . . a 47 37,299.
• All others:
48 Foreign tax credit. Attach Form 1116 if required . . . . 48
Single or
Married filing 49 Credit for child and dependent care expenses. Attach Form 2441 49
separately,
$6,200 50 Education credits from Form 8863, line 19 . . . . . 50
Married filing 51 Retirement savings contributions credit. Attach Form 8880 51
jointly or
Qualifying 52 Child tax credit. Attach Schedule 8812, if required . . . 52
widow(er), 53 Residential energy credits. Attach Form 5695 . . . . 53
$12,400
Head of 54 Other credits from Form: a 3800 b 8801 c 54
household, 55 Add lines 48 through 54. These are your total credits . . . . . . . . . . . . 55
$9,100
56 Subtract line 55 from line 47. If line 55 is more than line 47, enter -0- . . . . . . a 56 37,299.
57 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . 57
Other 58 Unreported social security and Medicare tax from Form: a 4137 b 8919 . . 58
59 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required . . 59
Taxes 60a Household employment taxes from Schedule H . . . . . . . . . . . . . . 60a
b First-time homebuyer credit repayment. Attach Form 5405 if required . . . . . . . . 60b
61 Health care: individual responsibility (see instructions) Full-year coverage . . . . . 61
62 Taxes from: a Form 8959 b Form 8960 c Instructions; enter code(s) 62
63 Add lines 56 through 62. This is your total tax . . . . . . . . . . . . . a 63 37,299.
Payments 64 Federal income tax withheld from Forms W-2 and 1099 . . 64 36,118.
65 2014 estimated tax payments and amount applied from 2013 return 65
If you have a
66a Earned income credit (EIC) . . . . . . . . . . 66a
qualifying
child, attach b Nontaxable combat pay election 66b
Schedule EIC. 67 Additional child tax credit. Attach Schedule 8812 . . . . . 67
68 American opportunity credit from Form 8863, line 8 . . . 68
69 Net premium tax credit. Attach Form 8962 . . . . . . 69
70 Amount paid with request for extension to file . . . . . 70
71 Excess social security and tier 1 RRTA tax withheld . 71. . .
72 Credit for federal tax on fuels. Attach Form 4136 . 72. . .
73 Credits from Form: a 2439 b Reserved c Reserved d 73
74 Add lines 64, 65, 66a, and 67 through 73. These are your total payments . . . . . a 74 36,118.
Refund 75 If line 74 is more than line 63, subtract line 63 from line 74. This is the amount you overpaid 75
76a Amount of line 75 you want refunded to you. If Form 8888 is attached, check here . a 76a
a bRouting number X X X X X X X X X a c Type: Checking Savings
Direct deposit?
See a dAccount number X X X X X X X X X X X X X X X X X
instructions.
77 Amount of line 75 you want applied to your 2015 estimated tax a 77
Amount 78 Amount you owe. Subtract line 74 from line 63. For details on how to pay, see instructions a 78 1,181.
You Owe 79 Estimated tax penalty (see instructions) . . . . . . . 79
Third Party Do you want to allow another person to discuss this return with the IRS (see instructions)? Yes. Complete below. No
Designee’s Phone Personal identification
Designee name a no. a number (PIN) a

Sign 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.
Here Your signature Date Your occupation Daytime phone number
F

Joint return? See


instructions. Engineer
Keep a copy for Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent you an Identity Protection
your records. PIN, enter it
here (see inst.)
Print/Type preparer’s name Preparer’s signature Date PTIN
Paid Check if
self-employed
Preparer
Use Only Firm’s name a Self-Prepared Firm's EIN a

Firm’s address a Phone no.


www.irs.gov/form1040 REV 03/10/15 TTO Form 1040 (2014)
SCHEDULE A OMB No. 1545-0074
Itemized Deductions
2014
(Form 1040)
a Information about Schedule A and its separate instructions is at www.irs.gov/schedulea.
Department of the Treasury Attachment
Internal Revenue Service (99) a Attach to Form 1040. Sequence No. 07
Name(s) shown on Form 1040 Your social security number

An N Vu 327-02-4303
Caution. Do not include expenses reimbursed or paid by others.
Medical 1 Medical and dental expenses (see instructions) . . . . . 1
and 2 Enter amount from Form 1040, line 38 2
Dental 3 Multiply line 2 by 10% (.10). But if either you or your spouse was
Expenses born before January 2, 1950, multiply line 2 by 7.5% (.075) instead 3
4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- . . . . . . . . 4
Taxes You 5 State and local (check only one box):
Paid a
b
Income taxes, or
General sales taxes } . . . . . . . . . . . 5 10,471.

6 Real estate taxes (see instructions) . . . . . . . . . 6 3,608.


7 Personal property taxes . . . . . . . . . . . . . 7 261.
8 Other taxes. List type and amount a
8
9 Add lines 5 through 8 . . . . . . . . . . . . . . . . . . . . . . 9 14,340.
Interest 10 Home mortgage interest and points reported to you on Form 1098 10
You Paid 11 Home mortgage interest not reported to you on Form 1098. If paid
to the person from whom you bought the home, see instructions
Note. and show that person’s name, identifying no., and address a
Your mortgage
interest
deduction may 11
be limited (see 12 Points not reported to you on Form 1098. See instructions for
instructions). special rules . . . . . . . . . . . . . . . . . 12
13 Mortgage insurance premiums (see instructions) . . . . . 13 0.
14 Investment interest. Attach Form 4952 if required. (See instructions.) 14
15 Add lines 10 through 14 . . . . . . . . . . . . . . . . . . . . . 15 0.
Gifts to 16 Gifts by cash or check. If you made any gift of $250 or more,
Charity see instructions . . . . . . . . . . . . . . . . 16
If you made a 17 Other than by cash or check. If any gift of $250 or more, see
gift and got a instructions. You must attach Form 8283 if over $500 . . . 17
benefit for it, 18 Carryover from prior year . . . . . . . . . . . . 18
see instructions.
19 Add lines 16 through 18 . . . . . . . . . . . . . . . . . . . . . 19
Casualty and
Theft Losses 20 Casualty or theft loss(es). Attach Form 4684. (See instructions.) . . . . . . . . 20
Job Expenses 21 Unreimbursed employee expenses—job travel, union dues,
and Certain job education, etc. Attach Form 2106 or 2106-EZ if required.
Miscellaneous (See instructions.) a 21
Deductions 22 Tax preparation fees . . . . . . . . . . . . . 22
23 Other expenses—investment, safe deposit box, etc. List type
and amount a
23
24 Add lines 21 through 23 . . . . . . . . . . . . 24
25 Enter amount from Form 1040, line 38 25
26 Multiply line 25 by 2% (.02) . . . . . . . . . . . 26
27 Subtract line 26 from line 24. If line 26 is more than line 24, enter -0- . . . . . . 27
Other 28 Other—from list in instructions. List type and amount a
Miscellaneous
Deductions 28
Total 29 Is Form 1040, line 38, over $152,525?

}
Itemized No. Your deduction is not limited. Add the amounts in the far right column
Deductions for lines 4 through 28. Also, enter this amount on Form 1040, line 40. . . 29 14,340.
Yes. Your deduction may be limited. See the Itemized Deductions
Worksheet in the instructions to figure the amount to enter.
30 If you elect to itemize deductions even though they are less than your standard
deduction, check here . . . . . . . . . . . . . . . . . . . a
For Paperwork Reduction Act Notice, see Form 1040 instructions. BAA REV 12/30/14 TTO Schedule A (Form 1040) 2014
Tax History Report 2014
G Keep for your records

Name(s) Shown on Return


An N Vu

Five Year Tax History:

2010 2011 2012 2013 2014

Filing status Single Single

Total income 83,462. 175,910.

Adjustments to income

Adjusted gross income 83,462. 175,910.

Tax expense 4,406. 14,340.

Interest expense 8. 0.

Contributions

Miscellaneous
deductions

Other Itemized
Deductions

Total itemized/
standard deduction 6,100. 14,340.

Exemption amount 3,900. 3,950.

Taxable income 73,462. 157,620.

Tax 14,298. 37,299.

Alternative min tax

Total credits

Other taxes

Payments 13,133. 36,118.

Form 2210 penalty

Amount owed 1,165. 1,181.

Applied to next
year’s estimated tax

Refund

Effective tax rate % 17.13 21.20

**Tax bracket % 25.0 28.0

Preparation fee

**Tax bracket % is based on Taxable income.


Consent to Use of Tax Return Information

Federal law requires this consent form be provided to you. Unless authorized by law we cannot use
your tax return information for purposes other than the preparation and filing of your tax return
without your consent.

You are not required to complete this form to engage our tax return preparation services.
If we obtain your signature on this form by conditioning our tax return preparation 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
from the date of signature.

If you are requesting use of personal information from a joint return, you are representing that we
have consent for both parties on the return.

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.

The following statements apply:

I authorize Intuit, the maker of TurboTax, to use my 2014 tax


return information to determine if I am eligible for:
- Added ways to get my refund, refund bonus
- Extra benefits beyond my refund
- IRA contribution options

Sign this agreement by entering your name and the date below.

an vu
First Name Last Name

03/29/2015
Date

SBIA1001.SCR 11/11/14
Form 1095-OTH Health Insurance Coverage 2014

G Keep for your records

QuickZoom to Form 1095-A, Health Insurance Marketplace Statement


QuickZoom to Form 1095-B, Health Coverage
QuickZoom to Form 1095-C, Employer-Provided Health Insurance Offer and Coverage
QuickZoom to Form 1095, Worksheet
QuickZoom to Form 8962, Premium Tax Credit (PTC)
QuickZoom to Form 8965, Health Coverage Exemptions

Health Insurance Coverage for Individuals - This form may be used to report health insurance coverage information
for each individual whose health coverage is NOT reported on a Form 1095-A. If reporting an individual’s periods of
coverage from Form 1095-B or Form 1095-C, that individual’s health coverage information should not be reported below.

Check the box to populate the Name, SSN, and DOB for everyone listed on the return below.
Note: Checking this box again will repopulate the information below and overwrite existing entries.

Covered Individual:
a. Name of covered individual(s) Covered all
b. SSN c. DOB 12 months Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
17 An
327-02-4303 09/24/84 X X X X X X X X X X X X
18

19

20

21

22
Form 1040 Qualified Dividends and Capital Gain Tax Worksheet 2014
Line 44 G Keep for your records

Name(s) Shown on Return Social Security Number


An N Vu 327-02-4303

1 Enter the amount from Form 1040, line 43 1 157,620.


2 Enter the amount from Form
1040, line 9b 2 79.
3 Are you filing Schedule D?
Yes. Enter the smaller of line 15
or 16 of Schedule D. If
either line 15 or 16 is blank
or loss, enter -0- 3
X No. Enter the amount from Form
1040, line 13.
4 Add lines 2 and 3 4 79.
5 If filing Form 4952 (used to figure
investment interest expense
deduction), enter any amount from line
4g of that form. Otherwise, enter -0-. 5 0.
6 Subtract line 5 from line 4. If zero or less, enter -0- 6 79.
7 Subtract line 6 from line 1. If zero or less, enter -0- 7 157,541.
8 Enter:
$36,900 if single or married filing separately,
$73,800 if married filing jointly or qualifying widow(er), 8 36,900.
$49,400 if head of household.
9 Enter the smaller of line 1 or line 8 9 36,900.
10 Enter the smaller of line 7 or line 9 10 36,900.
11 Subtract line 10 from line 9 (this amount taxed at 0%) 11 0.
12 Enter the smaller of line 1 or line 6 12 79.
13 Enter the amount from line 11 13 0.
14 Subtract line 13 from line 12. 14 79.
15 Enter:
$406,750 if single,
$228,800 if married filing separately, 15 406,750.
$457,600 if married filing jointly or qualifying widow(er),
$432,200 if head of household.
16 Enter the smaller of line 1 or line 15 16 157,620.
17 Add lines 7 and 11 17 157,541.
18 Subtract line 17 from line 16. If zero or less, enter -0- 18 79.
19 Enter the smaller of line 14 or line 18 19 79.
20 Multiply line 19 by 15% (.15) 20 12.
21 Add lines 11 and 19 21 79.
22 Subtract line 21 from line 12 22 0.
23 Multiply line 22 by 20% (.20) 23 0.
24 Figure the tax on the amount on line 7. If the amount on line 7 is less than
$100,000, use the Tax Table to figure the tax. If the amount on line 7 is
$100,000 or more, use the Tax Computation Worksheet 24 37,287.
25 Add lines 20, 23, and 24 25 37,299.
26 Figure the tax on the amount on line 1. If the amount on line 1 is less than
$100,000, use the Tax Table to figure this tax. If the amount on line 1 is
$100,000 or more, use the Tax Computation Worksheet 26 37,309.
27 Tax on all taxable income. Enter the smaller of line 25 or line 26 here and on
Form 1040, line 44. 27 37,299.
Tax Payments Worksheet 2014
G Keep for your records

Name(s) Shown on Return Social Security Number


An N Vu 327-02-4303

Estimated Tax Payments for 2014 (If more than 4 payments for any state or locality, see Tax Help)

Federal State Local

Date Amount Date Amount ID Date Amount ID

1 04/15/14 04/15/14 04/15/14

2 06/16/14 06/16/14 06/16/14

3 09/15/14 09/15/14 09/15/14

4 01/15/15 01/15/15 01/15/15

Tot Estimated
Payments

Tax Payments Other Than Withholding Federal State ID Local ID


(If multiple states, see Tax Help)

6 Overpayments applied to 2014


7 Credited by estates and trusts
8 Totals Lines 1 through 7
9 2014 extensions

Taxes Withheld From: Federal State Local

10 Forms W-2 36,096. 10,066.


11 Forms W-2G
12 Forms 1099-R
13 Forms 1099-MISC and 1099-G
14 Schedules K-1
15 Forms 1099-INT, DIV and OID 22.
16 Social Security and Railroad Benefits
17 Form 1099-B St Loc
18 a Other withholding St Loc
b Other withholding St Loc
c Other withholding St Loc
d Positive Adjustment St Loc
e Negative Adjustment St Loc
f Additional Medicare Tax
19 Total Withholding Lines 10 through 18f
36,118. 10,066.
20 Total Tax Payments for 2014 36,118. 10,066.

Prior Year Taxes Paid In 2014 State ID Local ID


(If multiple states or localities, see Tax Help)

21 Tax paid with 2013 extensions


22 2013 estimated tax paid after 12/31/2013
23 Balance due paid with 2013 return 405. MN
24 Other (amended returns, installment payments, etc)
Schedule A State and Local Tax Deduction Worksheet 2014
Line 5 G Keep for your records

Name(s) Shown on Return Social Security Number


An N Vu 327-02-4303

State and Local Income Taxes

State income taxes:


1 State income tax withheld 1 10,066.
2 2014 state estimated taxes paid in 2014 2
3 2013 state estimated taxes paid in 2014 3
4 Amount paid with 2013 state application for extension 4
5 Amount paid with 2013 state income tax return 5 405.
6 Overpayment on 2013 state income tax return applied to 2014 tax 6
7 Other amounts paid in 2014 (amended returns, installment payments, etc.) 7
8 State estimated tax from Schedule(s) K-1 (Form 1041) 8
Local income taxes:
9 Local income tax withheld 9
10 2014 local estimated taxes paid in 2014 10
11 2013 local estimated taxes paid in 2014 11
12 Amount paid with 2013 local application for extension 12
13 Amount paid with 2013 local income tax return 13
14 Overpayment on 2013 local income tax return applied to 2014 tax 14
15 Other amounts paid in 2014 (amended returns, installment payments, etc.) 15
16 Local estimated tax from Schedule(s) K-1 (Form 1041) 16
Other:
17 17
18 Total Add lines 1 through 17 18 10,471.
19 State and local refund allocated to 2014 19
20 Nondeductible state income tax from line 28 20
21 Total reductions Add lines 19 and 20. 21
22 Total state and local income tax deduction Line 18 less line 21 22 10,471.

Nondeductible State Income Tax (Hawaii Only)

23 Nontaxable federal employee cost of living allowance 23


24 Adjusted gross income 24
25 Add lines 23 and 24 25
26 Nondeductible percent. Line 23 divided by line 25 26 %
27 Hawaii state income tax included in line 18 27
28 Nondeductible Hawaii state income tax. Multiply line 26 by line 27. 28
Federal Carryover Worksheet 2014
G Keep for your records

Name(s) Shown on Return Social Security Number


An N Vu 327-02-4303

2013 State and Local Income Tax Information (See Tax Help)

(a) (b) (c) (d) (e) (f) (g)


State or Paid With Estimates Pd Total With- Paid With Total Over- Applied
Local ID Extension After 12/31 held/Pmts Return payment Amount
MN 4,361. 405.

Totals 4,361. 405.

Other Tax and Income Information 2013 2014

1 Filing status 1 1 Single 1 Single


2 Number of exemptions for blind or over 65 (0 - 4) 2
3 Itemized deductions 3 4,414. 14,340.
4 Check box if required to itemize deductions 4
5 Adjusted gross income 5 83,462. 175,910.
6 Tax liability for Form 2210 or Form 2210-F 6 14,298. 37,299.
7 Alternative minimum tax 7
8 Federal overpayment applied to next year estimated tax 8

QuickZoom to the IRA Information Worksheet for IRA information

Excess Contributions 2013 2014

9a Taxpayer’s excess Archer MSA contributions as of 12/31 9a


b Spouse’s excess Archer MSA contributions as of 12/31 b
10 a Taxpayer’s excess Coverdell ESA contributions as of 12/31 10 a
b Spouse’s excess Coverdell ESA contributions as of 12/31 b
11 a Taxpayer’s excess HSA contributions as of 12/31 11 a
b Spouse’s excess HSA contributions as of 12/31 b

Loss and Expense Carryovers 2013 2014


Note: Enter all entries as a positive amount

12 a Short-term capital loss 12 a


b AMT Short-term capital loss b
13 a Long-term capital loss 13 a
b AMT Long-term capital loss b
14 a Net operating loss available to carry forward 14 a
b AMT Net operating loss available to carry forward b
15 a Investment interest expense disallowed 15 a
b AMT Investment interest expense disallowed b
16 Nonrecaptured net Section 1231 losses from: a 2014 16 a
b 2013 b
c 2012 c
d 2011 d
e 2010 e
f 2009 f
Federal Carryover Worksheet page 2 2014
An N Vu 327-02-4303

Loss and Expense Carryovers (cont’d) 2013 2014

17 AMT Nonrecap’d net Sec 1231 losses from: a 2014 17 a


b 2013 b
c 2012 c
d 2011 d
e 2010 e
f 2013 f

Credit Carryovers 2013 2014

18 General business credit 18


19 Adoption credit from: a 2014 19 a
b 2013 b
c 2012 c
20 Mortgage interest credit from: a 2014 20 a
b 2013 b
c 2012 c
d 2011 d
21 Credit for prior year minimum tax 21
22 District of Columbia first-time homebuyer credit 22
23 Residential energy efficient property credit 23

Other Carryovers 2013 2014

24 Section 179 expense deduction disallowed 24


25 Excess a Taxpayer (Form 2555, line 46) 25 a
foreign b Taxpayer (Form 2555, line 48) b
housing c Spouse (Form 2555, line 46) c
deduction: d Spouse (Form 2555, line 48) d

Charitable Contribution Carryovers

26 2013 Carryover of Other Property Capital Gain


charitable contributions
from: (a) 50% (b) 30% (c) 30% (d) 20%

a 2013
b 2012
c 2011
d 2010
e 2009

27 2014 Carryover of Other Property Capital Gain


charitable contributions
from: (a) 50% (b) 30% (c) 30% (d) 20%

a 2014
b 2013
c 2012
d 2011
e 2010

28 Amount overpaid less earned income credit 0.

2013 State Capital Loss Carryovers (For users not transferring from the prior year)

State Short-term AMT Short-term Long-term AMT Long-term Capital Loss AMT Capital Loss
ID Capital Loss Capital Loss Capital Loss Capital Loss (combined) (combined)
for State for State for State for State for State for State
Electronic Filing Instructions for your 2014 Minnesota Tax Return
Important: Your taxes are not finished until all required steps are completed.

An N Vu
13605 58th Ave N
Plymouth, MN 55446
|
Balance | Your Minnesota state tax return (Form M1) shows a balance due of
Due/ | $2,142.00.
Refund |
| Your return shows you have elected to pay your balance due of
| $2,142.00 by Direct Debit using the following information:
| - Amount Withdrawn: $2,142.00
| - Account Number: 152302509137
| - Routing Transit Number: 081000210
| - Date of Withdrawal: 04/03/2015
|
| To inquire about the status of your Direct Debit call the Minnesota
| Department of Revenue directly at 6512977865.
|
______________________________________________________________________________________
|
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 state and federal returns
Keep |
|
______________________________________________________________________________________
|
2014 | Taxable Income $ 165,760.00
Minnesota | Total Tax $ 12,208.00
Tax | Total Payments/Credits $ 10,066.00
Return | Payment Due $ 2,142.00
Summary |
|
______________________________________________________________________________________

Page 1 of 1
M1 2014 Individual Income Tax 1411

Your First Name and Initial Last Name


AN N VU 327024303
Place If a Joint Return, Spouse’s First Name and Initial Spouse’s Last Name
an X If a
Foreign
Address: Current Home Address (Street, Apartment Number, Route)
13605 58TH AVE N 09241984

PLYMOUTH MN 55446
2014 Federal
Filing Status (1) Single (2) Married filing joint (3) Married
filing separate:
(place an X in (4) Head
of Enter spouse’s name and
one oval box): household (5) Qualifying widow(er) Social Security number here
State Elections Campaign Fund Political Party and Code Number:
If you want $5 to go to help candidates for state of- Republican . . . . . . . . . . . 11 Grassroots . . . . . . . . . . . 14
fices pay campaign expenses, you may each enter
the code number for the party of your choice. This
Democratic Farmer-Labor 12 Libertarian . . . . . . . . . . . 16
will not increase your tax or reduce your refund. Independent . . . . . . . . . . 13 General Campaign Fund 99
From Your Federal Return (for line references see instructions), enter the amount of:
A Wages, salaries, tips, etc.: B IRA, Pensions and annuities: C Unemployment: D Federal adjusted gross income:

174979 0 0 175910
Do not send W-2s. Enclose Schedule M1W to

1 Federal taxable income (from line 43 of federal Form 1040,


line 27 of Form 1040A or line 6 of Form 1040EZ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 157620
2 State income tax or sales tax addition. If you itemized deductions
claim Minnesota withholding.

on federal Form 1040, complete the worksheet in the instructions . . . . . . . . . . . . . . . 2 8140


3 Other additions to income, including disallowed itemized deductions,
personal exemptions, non-Minnesota bond interest and domestic production
activities deduction (see instructions; enclose Schedule M1M) . . . . . . . . . . . . . . . . . . . 3

4 Add lines 1 through 3 (if a negative number, place an X in the oval box) . . . . . . . . . . . . 4 165760

5 State income tax refund from line 10 of federal Form 1040 . . . . . . . . . . . . . . . . . . . . . 5

6 Other subtractions, such as net interest or mutual fund dividends from U.S. bonds
or K-12 education expenses (see instructions; enclose Schedule M1M) . . . . . . . . . . . 6

7 Total subtractions. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

8 Minnesota taxable income. Subtract line 7 from line 4. If zero or less, leave blank. . . . . 8 165760

9 Tax from the table in the M1 instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 12208

10 Alternative minimum tax (enclose Schedule M1MT) . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

11 Add lines 9 and 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 12208


12 Full-year residents: Enter the amount from line 11 on line 12. Skip lines 12a and 12b.
Part-year residents and nonresidents: From Schedule M1NR, enter the tax from line 27 on
line 12, from line 23 on line 12a, and from line 24 on line 12b (enclose Schedule M1NR) . . . . 12 12208
a. b.
0 0
13 Tax on lump-sum distribution (enclose Schedule M1LS) . . . . . . . . . . . . . . . . . . . . . . . 13

14 Tax before credits. Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 12208

REV 10/31/14 TTO 1555


2014 M1, page 2 1412

15 Tax before credits. Amount from line 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 12208


16 Marriage credit for joint return when both spouses have taxable earned income
or taxable retirement income (enclose Schedule M1MA) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

17 Other nonrefundable credits (enclose Schedule M1C) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

18 Total nonrefundable credits. Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

19 Subtract line 18 from line 15 (if result is zero or less, leave blank) . . . . . . . . . . . . . . . . . . . . 19 12208
20 Nongame Wildlife Fund contribution (see instructions, page 15)
This will reduce your refund or increase amount owed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

21 Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 12208


22 Minnesota income tax withheld. Complete and enclose Schedule M1W to report
Minnesota withholding from W-2, 1099 and W-2G forms (do not send) . . . . . . . . . . . . . . . . . . 22 10066

23 Minnesota estimated tax and extension payments made for 2014 . . . . . . . . . . . . . . . . . . . . 23


24 Child and Dependent Care Credit (enclose Schedule
M1CD). Enter number of qualifying persons here: ........ 24
25 Minnesota Working Family Credit (enclose Schedule
M1WFC). Enter number of qualifying children here: ......... 25
26 K–12 Education Credit (enclose Schedule M1ED).
Enter number of qualifying children here: ......... 26
27 Reading Credit (enclose Schedule M1READ)
Enter number of qualifying children here: ......... 27

28 Business and investment credits (enclose Schedule M1B). . . . . . . . . . . . . . . . . . . . . . . . . . . 28

29 Total payments. Add lines 22 through 28 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 10066


30 REFUND. If line 29 is more than line 21, subtract line 21 from line 29
(see instructions). For direct deposit, complete line 31 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
31 Direct deposit of your refund (you must use an account not associated with a foreign bank):

Checking Savings

32 AMOUNT YOU OWE. If line 21 is more than line 29, subtract


line 29 from line 21 (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 2142
33 Penalty amount from Schedule M15 (see instructions). Also subtract
this amount from line 30 or add it to line 32 (enclose Schedule M15) . . . . . . . . . . . . . . . . . 33
IF YOU PAY ESTIMATED TAX and want part of your refund credited to estimated tax, complete lines 34 and 35.
34 Amount from line 30 you want sent to you . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

35 Amount from line 30 you want applied to your 2015 estimated tax . . . . . . . . . . . . . . . . . . . 35

I declare that this return is correct and complete to the best of my knowledge and belief. Paid preparer: You must sign below.
Your signature Date Paid preparer’s signature Date
SELF-PREPARED
Spouse’s signature (if filing jointly) Taxpayer’s daytime phone Preparer’s daytime phone

7632225381
Include a copy of your 2014 federal return and schedules.
Mail to: Minnesota Individual Income Tax I authorize the Minnesota Department of
St. Paul, MN 55145-0010 Revenue to discuss this return with my I do not want my paid preparer
To check on the status of your refund, visit www.revenue.state.mn.us paid preparer or the third-party designee to file my return electronically.
indicated on my federal return.
REV 10/31/14 TTO 1555
201431
Schedule M1W, Minnesota Income Tax Withheld 2014
Sequence #2
Complete this schedule to report Minnesota income tax withheld. Include this schedule when you file your return.

AN N VU 327024303

If you received a W-2, 1099, W-2G, Schedule KPI, KS or KF that shows Minnesota income tax was withheld, complete this
schedule to determine line 22 of Form M1. List only the forms that report Minnesota income tax withheld. Round dollar
amounts to the nearest whole dollar. You must include this schedule when you file your return. DO NOT send in your W-2,
1099 or W-2G forms; keep them with your tax records. All instructions are included on this schedule.
1 Minnesota wages and tax withheld from W-2s, other than from W-2G. If you have more than five W-2s, complete line 5 on the back.
A B—Box 13 C—Box 15 D—Box 16 E—Box 17
If the W-2 is for: If Retirement Plan Employer’s 7-digit Minnesota State wages, tips, etc. Minnesota tax withheld
• you, enter 1 box is checked, state tax ID number (round to nearest whole dollar) (round to nearest whole dollar)
• spouse, enter 2 mark an X below.

1 8938822 174979 10066

Subtotal for additional W-2s (from line 5 on the back) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Total Minnesota tax withheld from all W-2 forms (add amounts in line 1, column E) . . . . . . . . . . . . . 1 10066
2 Minnesota tax withheld from 1099 and W-2G forms. If you have more than four forms, complete line 6 on the back.
A B C D
If the 1099 or W-2G is for: Payer’s 7-digit Minnesota state tax ID Income amount (see the table on Minnesota tax withheld
• you, enter 1 number (if unknown, contact the payer) the back for amounts to include) (round to nearest whole dollar)
• spouse, enter 2

Subtotal for additional 1099 and W-2G forms (from line 6 on the back) . . . . . . . . . . . . . . . . . . . . . . . . . . .

Total Minnesota tax withheld from all 1099 and W-2G forms (add amounts in line 2, column D) . . . 2

3 Total Minnesota tax withheld by partnerships, S corporations and fiduciaries


(from line 7 on the back) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

4 Total. Add the Minnesota tax withheld on lines 1, 2 and 3.


Enter the total here and on line 22 of Form M1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 10066
Include this schedule with your Form M1.
If required, include Schedules KPI, KS and/or KF.

REV 10/29/14 TTO


1555
Form
1040 Department of the Treasury—Internal Revenue Service

U.S. Individual Income Tax Return


(99)
2014 OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space.

For the year Jan. 1–Dec. 31, 2014, or other tax year beginning , 2014, ending , 20 See separate instructions.
Your first name and initial Last name Your social security number

An N Vu 327-02-4303
If a joint return, spouse’s first name and initial Last name Spouse’s social security number

Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Make sure the SSN(s) above
c
and on line 6c are correct.
13605 58th Ave N
City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Presidential Election Campaign
Plymouth MN 55446 Check here if you, or your spouse if filing
jointly, want $3 to go to this fund. Checking
Foreign country name Foreign province/state/county Foreign postal code
a box below will not change your tax or
refund. You Spouse

1 Single 4 Head of household (with qualifying person). (See instructions.) If


Filing Status
2 Married filing jointly (even if only one had income) the qualifying person is a child but not your dependent, enter this
Check only one 3 Married filing separately. Enter spouse’s SSN above child’s name here. a
box. and full name here. a 5 Qualifying widow(er) with dependent child

Exemptions 6a
b
Yourself. If someone can claim you as a dependent, do not check box 6a .
Spouse . . . . . . . . . . . . . . . . . . . .
.
.
.
.
.
.
.
.
} Boxes checked
on 6a and 6b
No. of children
1
c Dependents: (2) Dependent’s (3) Dependent’s (4)  if child under age 17 on 6c who:
social security number relationship to you qualifying for child tax credit • lived with you
(1) First name Last name (see instructions) • did not live with
you due to divorce
or separation
If more than four (see instructions)
dependents, see Dependents on 6c
instructions and not entered above
check here a Add numbers on
d Total number of exemptions claimed . . . . . . . . . . . . . . . . . lines above a 1
7 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . 7 174,979.
Income
8a Taxable interest. Attach Schedule B if required . . . . . . . . . . . . 8a 852.
b Tax-exempt interest. Do not include on line 8a . . . 8b
Attach Form(s)
W-2 here. Also
9a Ordinary dividends. Attach Schedule B if required . . . . . . . . . . . 9a 79.
attach Forms b Qualified dividends . . . . . . . . . . . 9b 79.
W-2G and 10 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . 10
1099-R if tax 11 Alimony received . . . . . . . . . . . . . . . . . . . . . 11
was withheld.
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 a 13
If you did not 14 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . 14
get a W-2,
see instructions. 15a IRA distributions . 15a b Taxable amount . . . 15b
16a Pensions and annuities 16a b Taxable amount . . . 16b
17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 17
18 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . 18
19 Unemployment compensation . . . . . . . . . . . . . . . . . 19
20a Social security benefits 20a b Taxable amount . . . 20b
21 Other income. List type and amount 21
22 Combine the amounts in the far right column for lines 7 through 21. This is your total income a 22 175,910.
23 Educator expenses . . . . . . . . . . . 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 Health savings account deduction. Attach Form 8889 . 25
26 Moving expenses. Attach Form 3903 . . . . . . 26
27 Deductible part of self-employment tax. Attach Schedule SE . 27
28 Self-employed SEP, SIMPLE, and qualified plans . . 28
29 Self-employed health insurance deduction . . . . 29
30 Penalty on early withdrawal of savings . . . . . . 30
31a Alimony paid b Recipient’s SSN a 31a
32 IRA deduction . . . . . . . . . . . . . 32
33 Student loan interest deduction . . . . . . . . 33
34 Tuition and fees. Attach Form 8917 . . . . . . . 34
35 Domestic production activities deduction. Attach Form 8903 35
36 Add lines 23 through 35 . . . . . . . . . . . . . . . . . . . 36
37 Subtract line 36 from line 22. This is your adjusted gross income . . . . . a 37 175,910.
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. BAA REV 03/10/15 TTO Form 1040 (2014)
Form 1040 (2014) Page 2
38 Amount from line 37 (adjusted gross income) . . . . . . . . . . . . . . 38 175,910.
Tax and
Credits
39a Check
if:
{ You were born before January 2, 1950,
Spouse was born before January 2, 1950,
Blind.
Blind.
} Total boxes
checked a 39a
b If your spouse itemizes on a separate return or you were a dual-status alien, check here a 39b
Standard 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) . . 40 14,340.
Deduction 161,570.
for— 41 Subtract line 40 from line 38 . . . . . . . . . . . . . . . . . . . 41
• People who 42 Exemptions. If line 38 is $152,525 or less, multiply $3,950 by the number on line 6d. Otherwise, see instructions 42 3,950.
check any
box on line 43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- . . 43 157,620.
39a or 39b or 44 Tax (see instructions). Check if any from: a Form(s) 8814 b Form 4972 c 44 37,299.
who can be
claimed as a 45 Alternative minimum tax (see instructions). Attach Form 6251 . . . . . . . . . 45
dependent,
see 46 Excess advance premium tax credit repayment. Attach Form 8962 . . . . . . . . 46
instructions. 47 Add lines 44, 45, and 46 . . . . . . . . . . . . . . . . . . . a 47 37,299.
• All others:
48 Foreign tax credit. Attach Form 1116 if required . . . . 48
Single or
Married filing 49 Credit for child and dependent care expenses. Attach Form 2441 49
separately,
$6,200 50 Education credits from Form 8863, line 19 . . . . . 50
Married filing 51 Retirement savings contributions credit. Attach Form 8880 51
jointly or
Qualifying 52 Child tax credit. Attach Schedule 8812, if required . . . 52
widow(er), 53 Residential energy credits. Attach Form 5695 . . . . 53
$12,400
Head of 54 Other credits from Form: a 3800 b 8801 c 54
household, 55 Add lines 48 through 54. These are your total credits . . . . . . . . . . . . 55
$9,100
56 Subtract line 55 from line 47. If line 55 is more than line 47, enter -0- . . . . . . a 56 37,299.
57 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . 57
Other 58 Unreported social security and Medicare tax from Form: a 4137 b 8919 . . 58
59 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required . . 59
Taxes 60a Household employment taxes from Schedule H . . . . . . . . . . . . . . 60a
b First-time homebuyer credit repayment. Attach Form 5405 if required . . . . . . . . 60b
61 Health care: individual responsibility (see instructions) Full-year coverage . . . . . 61
62 Taxes from: a Form 8959 b Form 8960 c Instructions; enter code(s) 62
63 Add lines 56 through 62. This is your total tax . . . . . . . . . . . . . a 63 37,299.
Payments 64 Federal income tax withheld from Forms W-2 and 1099 . . 64 36,118.
65 2014 estimated tax payments and amount applied from 2013 return 65
If you have a
66a Earned income credit (EIC) . . . . . . . . . . 66a
qualifying
child, attach b Nontaxable combat pay election 66b
Schedule EIC. 67 Additional child tax credit. Attach Schedule 8812 . . . . . 67
68 American opportunity credit from Form 8863, line 8 . . . 68
69 Net premium tax credit. Attach Form 8962 . . . . . . 69
70 Amount paid with request for extension to file . . . . . 70
71 Excess social security and tier 1 RRTA tax withheld . 71. . .
72 Credit for federal tax on fuels. Attach Form 4136 . 72. . .
73 Credits from Form: a 2439 b Reserved c Reserved d 73
74 Add lines 64, 65, 66a, and 67 through 73. These are your total payments . . . . . a 74 36,118.
Refund 75 If line 74 is more than line 63, subtract line 63 from line 74. This is the amount you overpaid 75
76a Amount of line 75 you want refunded to you. If Form 8888 is attached, check here . a 76a
a bRouting number X X X X X X X X X a c Type: Checking Savings
Direct deposit?
See a dAccount number X X X X X X X X X X X X X X X X X
instructions.
77 Amount of line 75 you want applied to your 2015 estimated tax a 77
Amount 78 Amount you owe. Subtract line 74 from line 63. For details on how to pay, see instructions a 78 1,181.
You Owe 79 Estimated tax penalty (see instructions) . . . . . . . 79
Third Party Do you want to allow another person to discuss this return with the IRS (see instructions)? Yes. Complete below. No
Designee’s Phone Personal identification
Designee name a no. a number (PIN) a

Sign 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.
Here Your signature Date Your occupation Daytime phone number
F

Joint return? See


instructions. Engineer
Keep a copy for Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent you an Identity Protection
your records. PIN, enter it
here (see inst.)
Print/Type preparer’s name Preparer’s signature Date PTIN
Paid Check if
self-employed
Preparer
Use Only Firm’s name a Self-Prepared Firm's EIN a

Firm’s address a Phone no.


www.irs.gov/form1040 REV 03/10/15 TTO Form 1040 (2014)
SCHEDULE A OMB No. 1545-0074
Itemized Deductions
2014
(Form 1040)
a Information about Schedule A and its separate instructions is at www.irs.gov/schedulea.
Department of the Treasury Attachment
Internal Revenue Service (99) a Attach to Form 1040. Sequence No. 07
Name(s) shown on Form 1040 Your social security number

An N Vu 327-02-4303
Caution. Do not include expenses reimbursed or paid by others.
Medical 1 Medical and dental expenses (see instructions) . . . . . 1
and 2 Enter amount from Form 1040, line 38 2
Dental 3 Multiply line 2 by 10% (.10). But if either you or your spouse was
Expenses born before January 2, 1950, multiply line 2 by 7.5% (.075) instead 3
4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- . . . . . . . . 4
Taxes You 5 State and local (check only one box):
Paid a
b
Income taxes, or
General sales taxes } . . . . . . . . . . . 5 10,471.

6 Real estate taxes (see instructions) . . . . . . . . . 6 3,608.


7 Personal property taxes . . . . . . . . . . . . . 7 261.
8 Other taxes. List type and amount a
8
9 Add lines 5 through 8 . . . . . . . . . . . . . . . . . . . . . . 9 14,340.
Interest 10 Home mortgage interest and points reported to you on Form 1098 10
You Paid 11 Home mortgage interest not reported to you on Form 1098. If paid
to the person from whom you bought the home, see instructions
Note. and show that person’s name, identifying no., and address a
Your mortgage
interest
deduction may 11
be limited (see 12 Points not reported to you on Form 1098. See instructions for
instructions). special rules . . . . . . . . . . . . . . . . . 12
13 Mortgage insurance premiums (see instructions) . . . . . 13 0.
14 Investment interest. Attach Form 4952 if required. (See instructions.) 14
15 Add lines 10 through 14 . . . . . . . . . . . . . . . . . . . . . 15 0.
Gifts to 16 Gifts by cash or check. If you made any gift of $250 or more,
Charity see instructions . . . . . . . . . . . . . . . . 16
If you made a 17 Other than by cash or check. If any gift of $250 or more, see
gift and got a instructions. You must attach Form 8283 if over $500 . . . 17
benefit for it, 18 Carryover from prior year . . . . . . . . . . . . 18
see instructions.
19 Add lines 16 through 18 . . . . . . . . . . . . . . . . . . . . . 19
Casualty and
Theft Losses 20 Casualty or theft loss(es). Attach Form 4684. (See instructions.) . . . . . . . . 20
Job Expenses 21 Unreimbursed employee expenses—job travel, union dues,
and Certain job education, etc. Attach Form 2106 or 2106-EZ if required.
Miscellaneous (See instructions.) a 21
Deductions 22 Tax preparation fees . . . . . . . . . . . . . 22
23 Other expenses—investment, safe deposit box, etc. List type
and amount a
23
24 Add lines 21 through 23 . . . . . . . . . . . . 24
25 Enter amount from Form 1040, line 38 25
26 Multiply line 25 by 2% (.02) . . . . . . . . . . . 26
27 Subtract line 26 from line 24. If line 26 is more than line 24, enter -0- . . . . . . 27
Other 28 Other—from list in instructions. List type and amount a
Miscellaneous
Deductions 28
Total 29 Is Form 1040, line 38, over $152,525?

}
Itemized No. Your deduction is not limited. Add the amounts in the far right column
Deductions for lines 4 through 28. Also, enter this amount on Form 1040, line 40. . . 29 14,340.
Yes. Your deduction may be limited. See the Itemized Deductions
Worksheet in the instructions to figure the amount to enter.
30 If you elect to itemize deductions even though they are less than your standard
deduction, check here . . . . . . . . . . . . . . . . . . . a
For Paperwork Reduction Act Notice, see Form 1040 instructions. BAA REV 12/30/14 TTO Schedule A (Form 1040) 2014
Tax History Report 2014
G Keep for your records

Name(s) Shown on Return


An N Vu

Five Year Tax History:

2010 2011 2012 2013 2014

Filing status Single Single

Total income 83,462. 175,910.

Adjustments to income

Adjusted gross income 83,462. 175,910.

Tax expense 4,406. 14,340.

Interest expense 8. 0.

Contributions

Miscellaneous
deductions

Other Itemized
Deductions

Total itemized/
standard deduction 6,100. 14,340.

Exemption amount 3,900. 3,950.

Taxable income 73,462. 157,620.

Tax 14,298. 37,299.

Alternative min tax

Total credits

Other taxes

Payments 13,133. 36,118.

Form 2210 penalty

Amount owed 1,165. 1,181.

Applied to next
year’s estimated tax

Refund

Effective tax rate % 17.13 21.20

**Tax bracket % 25.0 28.0

Preparation fee

**Tax bracket % is based on Taxable income.

You might also like