You are on page 1of 19

MAVERICK TAX EXPRESS 941 W PIONEER PKWY ARLINGTON, TX 76013-6369 817-261-6287 March 9, 2012 Vignesh Eswaran 242 Conestoga

St Windsor, CT 06095 Dear Vignesh, Enclosed for your review: Form 1040 Form IT-201 2011 U.S. Individual Income Tax Return 2011 New York Resident Income Tax Return

Each tax return or form listed above should be filed in accordance with the enclosed filing instructions. Please be sure to call if you have any questions. Sincerely,

Vijay Sarathy

Maverick Tax Express


941 W PIONEER PKWY ARLINGTON, TX 76013-6369 817-261-6287

Client 4516 March 9, 2012

Vignesh Eswaran 242 Conestoga St Windsor, CT 06095 Home: 585-748-3424 Mobile: 585-748-3424
FEDERAL FORMS
Form 1040 Form 8863 Form 8879 2011 U.S. Individual Income Tax Return Education Credits IRS e-file Signature Authorization

NEW YORK FORMS


Form IT-201 Form IT-2 e-file Sign. Auth. 2011 New York Resident Income Tax Return New York Summary of W-2 Statements NYS E-file Signature Authorization

FEE SUMMARY
Preparation Fee

2011

Federal Income Tax Summary


Vignesh Eswaran

Page 1
114-98-3635

INCOME Wages, salaries, tips, etc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ADJUSTMENTS TO INCOME Total adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ITEMIZED DEDUCTIONS Taxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total itemized deductions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TAX COMPUTATION Standard deduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Larger of itemized or standard deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Income prior to exemption deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exemption deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Taxable income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Tax before credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . CREDITS Education credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Tax after credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . OTHER TAXES Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PAYMENTS Federal income tax withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total payments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . REFUND OR AMOUNT DUE Amount overpaid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amount refunded to you. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amount you owe. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TAX RATES Marginal tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

17,504 17,504 0 17,504 584 584 5,800 5,800 11,704 3,700 8,004 803 803 803 0 0 1,459 1,459 1,459 1,459 0 10.0%

2011

New York Income Tax Summary


Vignesh Eswaran

Page 1
114-98-3635

NEW YORK TAX SUMMARY Federal adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ADJUSTED GROSS INCOME New York adjusted gross income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TAXABLE INCOME Itemized/Standard deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . New York taxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TAX AND CREDITS New York state tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . New York state household credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total New York state tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total state and city taxes and contributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PAYMENTS Total New York state tax withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total payments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . REFUND OR AMOUNT DUE Amount overpaid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amount refunded to you. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amount you owe. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TAX RATES Marginal tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Effective tax rate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . New York City marginal tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yonkers marginal tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

17,504 17,504 7,500 10,004 411 45 366 366 584 584 218 218 0 4.50% 3.7% 0.00% 0.00%

2011

General Information
Vignesh Eswaran

Page 1
114-98-3635

Forms needed for this return Federal: 1040, 8863 New York: IT-201, IT-2

Tax Rates Marginal Federal New York 10.0% 4.5% Effective 0.% 3.7%

Carryovers to 2012 None

2011

Tax Analysis
Vignesh Eswaran

Page 1
114-98-3635

Retirement Contributions
In 2011 the taxpayer could have contributed $5,000 to a traditional IRA, with estimated tax savings of $0, or the taxpayer could have contributed $5,000 to a Roth IRA (assuming no other changes). Contributions can be made up until April 17th, 2012.

Future Tax Savings


In 2012 the taxpayer can contribute $5,000 to a traditional IRA, with estimated tax savings of $500, or the taxpayer can contribute $5,000 to a Roth IRA (assuming no other changes).

Tax Tips
Taxable income is $8,004, placing the taxpayer in a 10% marginal tax bracket. Based on 2011 tax rates, income would have to increase by over $496 in order for any income to begin being taxed in the 15% bracket. This may be used as a guide in determining the advantages or disadvantages of receiving discretionary income in 2012.

2011

Federal Filing Instructions


Vignesh Eswaran 114-98-3635

ELECTRONICALLY FILED: Form 1040 2011 U.S. Individual Income Tax Return

The above tax return will be electronically filed with the Internal Revenue Service upon receipt of a signed Form 8879 - IRS e-file Signature Authorization.

SIGNATURE: Sign and date the following forms: Form 8879 - IRS e-file Signature Authorization.

RETURN SIGNED FORMS TO OUR OFFICE: All signed forms must be returned to our office before your return can be electronically filed.

PAYMENT: No payment is required.

REFUND: The refund of $1,459 will be directly deposited into your checking account.

Form

8879 A

OMB No. 1545-0074

IRS e-file Signature Authorization


G Do not send to the IRS. This is not a tax return. G Keep this form for your records. See instructions.

Department of the Treasury Internal Revenue Service

2011
Social security number

Declaration Control Number (DCN)


Taxpayer's name

00-750658-17273-2 114-98-3635
Spouse's social security number

Vignesh Eswaran
Spouse's name

Part I
1 2 3 4 5

Tax Return Information ' Tax Year Ending December 31, 2011 (Whole Dollars Only) Adjusted gross income (Form 1040, line 38; Form 1040A, line 22; Form 1040EZ, line 4) . . . . . . . . . . . . . . . . . . . . Total tax (Form 1040, line 61; Form 1040A, line 35; Form 1040EZ, line 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Federal income tax withheld (Form 1040, line 62; Form 1040A, line 36; Form 1040EZ, line 7) . . . . . . . . . . . . . . . Refund (Form 1040, line 74a; Form 1040A, line 43a; Form 1040EZ, line 11; Form 1040-SS, Part I, line 12a). . . . . . . . . . . . . . . . . . . . . . . . . Amount you owe (Form 1040, line 76; Form 1040A, line 45; Form 1040EZ, line 12). . . . . . . . . . . . . . . . . . . . . . . . .

1 2 3 4 5

17,504. 1,459. 1,459.

Part II Taxpayer Declaration and Signature Authorization (Be sure you get and keep a copy of your return)
Under penalties of perjury, I declare that I have examined a copy of my electronic individual income tax return and accompanying schedules and statements for the tax year ending December 31, 2011, and to the best of my knowledge and belief, it is true, correct, and complete. I further declare that the amounts in Part I above are the amounts from my electronic income tax return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send my return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of my Federal taxes owed on this return and/or a payment of estimated tax, and the financial institution to debit the entry to this account. I further understand that this authorization may apply to future Federal tax payments that I direct to be debited through the Electronic Federal Tax Payment System (EFTPS). I authorize EFTPS to issue me a personal identification number (PIN) to access EFTPS. This authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the authorization. To request that my PIN be mailed to me, or to revoke (cancel) a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537. Payment cancellation requests must be received no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I further acknowledge that the personal identification number (PIN) below is my signature for my electronic income tax return and, if applicable, my Electronic Funds Withdrawal Consent.

Taxpayer's PIN: check one box only I authorize

Maverick Tax Express


ERO firm name

to enter or generate my PIN

83635
Enter five numbers, but do not enter all zeros

as my signature on my tax year 2011 electronically filed income tax return.

X I will enter my PIN as my signature on my tax year 2011 electronically filed income tax return. Check this box only if you are entering your
own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below. G

Your signature

Date G

3/09/2012

Spouse's PIN: check one box only I authorize


ERO firm name

to enter or generate my PIN


Enter five numbers, but do not enter all zeros

as my signature on my tax year 2011 electronically filed income tax return. I will enter my PIN as my signature on my tax year 2011 electronically filed income tax return. Check this box only if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below. G
Date G

Spouse's signature

Practitioner PIN Method Returns Only ' continue below Part III Certification and Authentication ' Practitioner PIN Method Only
ERO's EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

75065890000
do not enter all zeros

I certify that the above numeric entry is my PIN, which is my signature for the tax year 2011 electronically filed income tax return for the taxpayer(s) indicated above. I confirm that I am submitting this return in accordance with the requirements of the Practitioner PIN method and Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.
ERO's signature

G Vijay Sarathy
ERO Must Retain This Form ' See Instructions Do Not Submit This Form to the IRS Unless Requested To Do So

Date

3/09/2012

BAA For Paperwork Reduction Act Notice, see your tax return instructions.
FDIA1701L 08/17/11

Form 8879 (2011)

Form U.S. Individual Income For the year Jan 1 - Dec 31, 2011, or other tax year beginning
Your first name

1040

Department of the Treasury

'

Internal Revenue Service

(99)

Tax Return
, 2011, ending
MI Last name

2011

OMB No. 1545-0074 IRS Use Only

, 20

' Do not write or staple in this space. See separate instructions.

Your social security number

Vignesh Eswaran
If a joint return, spouse's first name MI Last name

114-98-3635
Spouse's social security number

Home address (number and street). If you have a P.O. box, see instructions.

Apartment no.

242 Conestoga St
City, town or post office. If you have a foreign address, also complete spaces below (see instructions). State ZIP code

Make sure the SSN(s) above and on line 6c are correct.

Presidential Election Campaign


Check here if you, or your spouse if filing jointly, want $3 to go to this fund? Checking a box below will not change your tax or refund. You Spouse

Windsor, CT 06095
Foreign country name Foreign province/county Foreign postal code

Filing Status
Check only one box.

1 2 3 6a b

X Single
Married filing jointly (even if only one had income) Married filing separately. Enter spouse's SSN above & full name here. . G

Head of household (with qualifying person). (See instructions.) If the qualifying person is a child but not your dependent, enter this child's name here G Qualifying widow(er) with dependent child
Boxes checked on 6a and 6b. . . No. of children on 6c who:

Exemptions

X Yourself. If someone can claim you as a dependent, do not check box 6a. . . . . . . . . . .

Spouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (4) bif (2) Dependent's (3) Dependent's c Dependents: child under ? lived social security relationship age 17 with you. . . . . . qualifying for number to you child tax cr ? did not (1) First name Last name (see instrs) live with you
due to divorce or separation (see instrs). . . . Dependents on 6c not entered above. . Add numbers on lines

If more than four dependents, see instructions and check here. . . G

d Total number of exemptions claimed. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . above. . . . . G 1 7 Wages, salaries, tips, etc. Attach Form(s) W-2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 17,504. Income 8 a Taxable interest. Attach Schedule B if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a b Tax-exempt interest. Do not include on line 8a . . . . . . . . . . . . . 8b 9 a Ordinary dividends. Attach Schedule B if required. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9a Attach Form(s) W-2 here. Also b Qualified dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9b attach Forms 10 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . . . . . . . . . . . . . . . 10 W-2G and 1099-R 11 Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 if tax was withheld. 12 Business income or (loss). Attach Schedule C or C-EZ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 If you did not 13 Capital gain or (loss). Att Sch D if reqd. If not reqd, ck here . . . . . . . . . . . . . . . . . . . . . . . . . G 13 get a W-2, see instructions. 14 Other gains or (losses). Attach Form 4797. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 15 a IRA distributions. . . . . . . . . . . . . 15 a b Taxable amount. . . . . . . . . . . . . 15 b 16 a Pensions and annuities . . . . . . 16 a b Taxable amount. . . . . . . . . . . . . 16 b 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E. 17 18 Farm income or (loss). Attach Schedule F. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Enclose, but do not attach, any 19 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 payment. Also, 20 a Social security benefits . . . . . . . . . . . 20 a b Taxable amount. . . . . . . . . . . . . 20 b please use Form 1040-V. 21 Other income 21 22 Combine the amounts in the far right column for lines 7 through 21. This is your total income. . . . . . . . . . . . . G 22 17,504. 23 Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Adjusted 24 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 or 2106-EZ . . . . . . . . . . . . . . . . . . . . 24 Gross 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 31 a Alimony paid b Recipient's SSN . . . . G ... 31 a 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 0. 37 Subtract line 36 from line 22. This is your adjusted gross income . . . . . . . . . . . . . . . . . . . . G 37 . 17,504. BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. FDIA0112L 11/07/11 Form 1040 (2011)

Form 1040 (2011)

Vignesh Eswaran

114-98-3635
38

Tax and Credits


Standard Deduction for ' ? People who check any box on line 39a or 39b or who can be claimed as a dependent, see instructions. ? All others: Single or Married filing separately, $5,800 Married filing jointly or Qualifying widow(er), $11,600 Head of household, $8,500

38 Amount from line 37 (adjusted gross income). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 a Check You were born before January 2, 1947, Blind. Total boxes if: Spouse was born before January 2, 1947, Blind. checked G 39 a b If your spouse itemizes on a separate return or you were a dual-status alien, check here . . . . . . . . G 39 b . 40 Itemized deductions (from Schedule A) or your standard deduction (see instructions) . . . . . . . . . . . . . . . . . . . . 41 Subtract line 40 from line 38. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Exemptions. Multiply $3,700 by the number on line 6d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Tax (see instrs). Check if any from: a Form(s) 8814 c 962 election b Form 4972 . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Alternative minimum tax (see instructions). Attach Form 6251. . . . . . . . . . . . . . . . . . . . . . . . . . 46 Add lines 44 and 45. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G 47 Foreign tax credit. Attach Form 1116 if required . . . . . . . . . . . . 47 . 48 Credit for child and dependent care expenses. Attach Form 2441 . . . . . . . . . . 48 49 Education credits from Form 8863, line 23. . . . . . . . . . . . . . . . . . 49 803. 50 Retirement savings contributions credit. Attach Form 8880. . . 50 51 Child tax credit (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . 51 52 Residential energy credits. Attach Form 5695. . . . . . . . . . . . . . . 52 53 Other crs from Form: a 3800 b 8801 c 53 54 Add lines 47 through 53. These are your total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Subtract line 54 from line 46. If line 54 is more than line 46, enter -0-. . . . . . . . . . . . . . . . . G 56 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Unreported social security and Medicare tax from Form: a 4137 b 8919. . . . . . . . . . . . . . . . . . . . . . . 58 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required. . . . . . . . . . . . . . . . . . . 59 a Household employment taxes from Schedule H . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b First-time homebuyer credit repayment. Attach Form 5405 if required . . . . . . . . . . . . . . . . . . . 60 Other taxes. Enter code(s) from instructions 61 Add lines 55-60. This is your total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G 62 Federal income tax withheld from Forms W-2 and 1099 . . . . . 62 . 1,459. 63 2011 estimated tax payments and amount applied from 2010 return . . . . . . . . 63 64 a Earned income credit (EIC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 a . b Nontaxable combat pay election . . . . . G 64 b 65 Additional child tax credit. Attach Form 8812 . . . . . . . . . . . . . . . 65 . 66 American opportunity credit from Form 8863, line 14. . . . . . . . 66 67 First-time homebuyer credit from Form 5405, line 10. . . . . . . . 67 68 Amount paid with request for extension to file . . . . . . . . . . . . . . 68 69 Excess social security and tier 1 RRTA tax withheld. . . . . . . . . 69 70 Credit for federal tax on fuels. Attach Form 4136. . . . . . . . . . . . 70 71 Credits from Form: a 2439 b 8839 c 8801 d 8885 . 71 72 Add lns 62, 63, 64a, & 65-71. These are your total pmts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G 73 If line 72 is more than line 61, subtract line 61 from line 72. This is the amount you overpaid . . . . . . . . . . . . . . . 74 a Amount of line 73 you want refunded to you. If Form 8888 is attached, check here. G G b Routing number . . . . . . . . 021000322 G c Type: X Checking Savings G d Account number . . . . . . . . 483028079737 75 Amount of line 73 you want applied to your 2012 estimated tax. . . . . . . . G 75 76 Amount you owe. Subtract line 72 from line 61. For details on how to pay see instructions . . . . . . . . . . . . . . . G 77 Estimated tax penalty (see instructions). . . . . . . . . . . . . . . . . . . . 77 Do you want to allow another person to discuss this return with the IRS (see instructions)?. . . . . . . . . . .
Designee's name

17,504.

Page 2

40 41 42 43 44 45 46

5,800. 11,704. 3,700. 8,004. 803. 0. 803.

Other Taxes

54 55 56 57 58 59 a 59 b 60 61

803. 0.

0.

Payments
If you have a qualifying child, attach Schedule EIC.

Refund
Direct deposit? See instructions.

72 73 74 a

1,459. 1,459. 1,459.

Amount You Owe Third Party Designee Sign Here


Joint return? See instructions. Keep a copy for your records.

76

Yes. Complete below.


Personal identification number (PIN)

X No
G

G
Date

Phone no.

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.

A A

Your signature

Your occupation

Daytime phone number

Student
Spouse's signature. If a joint return, both must sign. Date Spouse's occupation If the IRS sent you an Identity Protection PIN, enter it here (see inst) Check self-employed if PTIN Preparer's signature Date

Print/Type preparer's name

Paid Preparer's Use Only

Vijay Sarathy Vijay Sarathy Firm's name G Maverick Tax Express Firm's address G 941 W PIONEER PKWY ARLINGTON, TX 76013-6369
FDIA0112L 11/07/11

3/09/12

P01067229 75-2967525 817-261-6287


Form 1040 (2011)

Firm's EIN Phone no.

Form

8863
(99)

Education Credits (American Opportunity and Lifetime Learning Credits)


G See separate instructions to find out if you are eligible to take the credits. G Attach to Form 1040 or Form 1040A.

OMB No. 1545-0074

Department of the Treasury Internal Revenue Service Name(s) shown on return

Attachment Sequence No.

2011
50

Your social security number

Vignesh Eswaran 114-98-3635 CAUTION! You cannot take both an education credit and the tuition and fees deduction (see Form 8917) for the same student for the
same year.

Part I
1

American Opportunity Credit


Caution: You cannot take the American opportunity credit for more than 4 tax years for the same student. (a) Student's name (b) Student's (c) Qualified (d) Subtract $2,000 (e) Multiply the (as shown on page 1 social security expenses (see from the amount in amount in column of your tax return) number (as shown instructions). Do column (c). If zero (d) by 25% (.25) on page 1 of not enter more or less, enter -0-. your tax return) than $4,000 for First name each student. Last name (f) If column (d) is zero, enter the amount from column (c). Otherwise, add $2,000 to the amount in column (e).

2 Tentative American opportunity credit. Add the amounts on line 1, column (f). If you are taking the lifetime learning credit for a different student, go to Part II; otherwise, go to Part III. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

G 2

Part II
3

Lifetime Learning Credit.

Caution: You cannot take the American opportunity credit and the lifetime learning credit for the same student in the same year. (b) Student's social (c) Qualified (a) Student's name (as shown on page 1 of your tax return) security number (as expenses shown on page 1 of (see instructions) your tax return) First name Last name

Vignesh Eswaran

114-98-3635

8,000. 8,000. 8,000. 1,600.


Form 8863 (2011)

4 Add the amounts on line 3, column (c), and enter the total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Enter the smaller of line 4 or $10,000. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Tentative lifetime learning credit. Multiply line 5 by 20% (.20). If you have an entry on line 2, go to Part III; otherwise go to Part IV. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BAA For Paperwork Reduction Act Notice, see your tax return instructions. FDIA3601L 01/06/12

4 5 6

Form 8863 (2011)

Part III

Vignesh Eswaran Refundable American Opportunity Credit

114-98-3635
7

Page 2

7 Enter the amount from line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Enter: $180,000 if married filing jointly; $90,000 if single, head of household, or qualifying widow(er) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Enter the amount from Form 1040, line 38, or Form 1040A, line 22. If you are filing Form 2555, 2555-EZ, or 4563, or you are excluding income from Puerto Rico, see Pub 970 for the amount to enter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Subtract line 9 from line 8. If zero or less, stop; you cannot take any education credit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Enter: $20,000 if married filing jointly; $10,000 if single, head of household, or qualifying widow(er) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

9 10 11

12 If line 10 is: ? Equal to or more than line 11, enter 1.000 on line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ? . Less than line 11, divide line 10 by line 11. Enter the result as a decimal (rounded to at least three places) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

............

12

13 Multiply line 7 by line 12. Caution: If you were under age 24 at the end of the year and meet the conditions in the instructions, you cannot take the refundable American opportunity credit. Skip line 14, enter the amount from line 13 on line 15, and check this box. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

13 14 15 16

14 Refundable American opportunity credit. Multiply line 13 by 40% (.40). Enter the amount here and on Form 1040, line 66, or Form 1040A, line 40. Then go to line 15 below. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Part IV

Nonrefundable Education Credits 1,600.

15 Subtract line 14 from line 13. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Enter the amount from line 6, if any. If you have no entry on line 6, skip lines 17 through 22, and enter the amount from line 15 on line 6 of the Credit Limit Worksheet (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Enter: $122,000 if married filing jointly; $61,000 if single, head of household, or qualifying widow(er) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Enter the amount from Form 1040, line 38, or Form 1040A, line 22. If you are filing Form 2555, 2555-EZ, or 4563, or you are excluding income from Puerto Rico, see Pub 970 for the amount to enter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Subtract line 18 from line 17. If zero or less, skip lines 20 and 21, and enter zero on line 22 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

61,000. 17,504. 43,496.

18 19

20 Enter: $20,000 if married filing jointly; $10,000 if single, head of household, or qualifying widow(er) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 10,000. 21 If line 19 is: ? Equal to or more than line 20, enter 1.000 on line 21 and go to line 22 ? Less than line 20, divide line 19 by line 20. Enter the result as a decimal (rounded to at least three places) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 . 22 Multiply line 16 by line 21. Enter here and on line 1 of the Credit Limit Worksheet (see instructions). . . . . . . G 22 23 Nonrefundable education credits. Enter the amount from line 11 of the Credit Limit Worksheet (see instructions) here and on Form 1040, line 49, or Form 1040A, line 31. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
*

1.000 1,600. 803.


Form 8863 (2011)

23

FDIA3601L

01/06/12

2011

New York Filing Instructions


Vignesh Eswaran 114-98-3635

ELECTRONICALLY FILED: Form IT-201 - 2011 New York Resident Income Tax Return (Long Form) The above tax return will be electronically filed with the New York State Department of Taxation and Finance upon receipt of a signed NYS E-File Signature Authorization for Tax Year 2011.

REFUND: You will receive a refund of $218.

New York State

New York State E-file Signature Authorization for Tax Year 2011 For Forms IT-201 and IT-203
Electronic return originator (ERO): do not mail this form to the Tax Department. Keep it for your records.

www.tax.ny.gov

DCN: 00-750658-17273-2
Spouse's name: (jointly filed return only)

Taxpayer's name:

VIGNESH ESWARAN

Purpose Form TR-579-IT must be completed to authorize an ERO to e-file a personal income tax return and to transmit bank account information for the electronic funds withdrawal. General instructions Taxpayers must complete Part B before the ERO transmits the taxpayer's electronically filed Form IT-201, Resident Income Tax Return or IT-203, Nonresident and Part-Year Resident Income Tax Return. For returns filed jointly, both spouses must complete and sign Form TR-579-IT. EROs must complete Part C prior to transmitting electronically filed income tax returns (Forms IT-201 and IT-203). Both the paid preparer and the ERO are required to sign Part C. However, if an individual performs as both the paid preparer and

the ERO, he or she is only required to sign as the paid preparer. It is not necessary to include the ERO signature in this case. Please note that an alternative signature can be used as described in Publication 58, Information for Income Tax Return Preparers. Go to our Web site at www.tax.ny.gov to view this document. Do not mail Form TR-579-IT to the Tax Department. EROs must keep this form for three years and present it to the Tax Department upon request. This form is not required for electronically filed Form IT-370, Application for Automatic Six-Month Extension of Time to File for Individuals. See Form TR-579.1-IT, New York State Taxpayer Authorization for Electronic Funds Withdrawal for Tax Year 2011 Form IT-370.

Part A ' Tax return information 1 Federal adjusted gross income (from Form IT-201, line 18, or IT-203, line 18). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 2 Refund (from Form IT-201, line 78, or IT-203, line 68) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 3 Amount you owe (from Form IT-201, line 80, or IT-203, line 70). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.

17,504. 218.

Part B ' Declaration of taxpayer and authorizations for Forms IT-201 and IT-203 Under penalty of perjury, I declare that I have examined the information on my 2011 New York State electronic personal income tax return, including any accompanying schedules, attachments, and statements, and certify that my electronic return is true, correct, and complete. The ERO has my consent to send my 2011 New York State electronic return to New York State through the Internal Revenue Service (IRS). I understand that by executing this Form TR-579-IT, I am authorizing the ERO to sign and file this return on my behalf and agree that the ERO's submission of my personal income tax return to the IRS, together with this authorization, will serve as the electronic signature for the return and any authorized payment transaction. If I am paying my New York State personal income taxes due by electronic funds withdrawal, I authorize the New York State Tax Department and its designated financial agents to initiate an electronic funds withdrawal from the financial institution account indicated on my 2011 electronic return, and I authorize my financial institution to withdraw the amount from my account. Taxpayer's signature: Spouse's signature: (jointly filed return only) Date: Date:

Part C ' Declaration of electronic return originator (ERO) and paid preparer Under penalty of perjury, I declare that the information contained in this 2011 New York State electronic personal income tax return is the information furnished to me by the taxpayer. If the taxpayer furnished me a completed paper 2011 New York State return signed by a paid preparer, I declare that the information contained in the taxpayer's 2011 New York State electronic return is identical to that contained in the paper copy of the return. If I am the paid preparer, under penalty of perjury I declare that I have examined this 2011 New York State electronic personal income tax return, and, to the best of my knowledge and belief, the return is true, correct, and complete. I have based this declaration on all information available to me. ERO's signature: Print name: Paid preparer's signature: VIJAY Print name: VIJAY SARATHY Date:

SARATHY

Date:

3/09/12

TR-579-IT (9/11) IN

NYIA6101L 11/14/11

New York State Department of Taxation and Finance

Resident Income Tax Return

2011

IT-201

New York State ? New York City ? Yonkers For the full year January 1, 2011, through December 31, 2011, or fiscal year beginning For help completing your return, see the instructions for Form IT-201. and ending You must enter your date(s) of birth and social security number(s) below.
Your first name and middle initial Your last name (for a joint return enter spouse's name on line below) Your date of birth

I Your social security no.

VIGNESH
Spouse's first name and middle initial

ESWARAN
Spouse's last name

05-05-1985
Spouse's date of birth Apartment number

114-98-3635
I Spouse's social security no.

Mailing address (see instructions) (number and street or rural route)

New York State county of residence

242 CONESTOGA ST
City, village, or post office State ZIP code Country (if not United States)

HART HARTFORD
School district code number

School district name

WINDSOR

CT

06095
Apartment number

? ?

Permanent home address (see instructions) (number and street or rural route)

533

City, village, or post office

State

ZIP code Decedent information:

Taxpayer's date of death

Spouse's date of death

NY
(A) Filing status ' mark an X in one box:

? ?

1 2 3 4 5

X Single
Married filing joint return
(enter spouse's social security number above)

(D) (E)

E-file this return. Most taxpayers must now e-file (see instructions).
(1) Did you or your spouse maintain living quarters in NYC during 2011 (see instructions)? (2) Enter the number of days spent in NYC in 2011 (any part of a day spent in NYC is considered a day) Yes No

Married filing separate return


(enter spouse's social security number above)

(F)

Staple check or money order here.

Head of household (with qualifying person) Qualifying widow(er) with dependent child Yes Yes No No

NYC residents and NYC part-year residents only (see instructions): (1) Number of months you lived in NYC in 2011 (2) Number of months your spouse lived in NYC in 2011

? ? ? ? ? ?

(B) (C)

Did you itemize your deductions on your 2011 federal income tax return? Can you be claimed as a dependent on another taxpayer's federal return?

X X

(G)

Enter your 2-character special condition code if applicable (see instructions) If applicable, also enter your second 2-character special condition code

Federal income and adjustments

Only full-year NY State residents may file this form. For lines 1 through 18 below, enter your income items and total adjustments as they appear on your federal return (see instructions). Also see instructions for showing a loss.
Dollars

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18

Wages, salaries, tips, etc Taxable interest income Ordinary dividends Taxable refunds, credits, or offsets of state and local income taxes (also enter on line 25) Alimony received Business income or loss (attach a copy of federal Schedule C or C-EZ, Form 1040) Capital gain or loss (if required, attach a copy of federal Schedule D, Form 1040) Other gains or losses (attach a copy of federal Form 4797) Taxable amount of IRA distributions. If received as a beneficiary, mark an X in the box Taxable amount of pensions and annuities. If received as a beneficiary, mark an X in the box Rental real estate, royalties, partnerships, S corporations, trusts, etc (attach copy of federal Schedule E, Form 1040) Farm income or loss (attach a copy of federal Schedule F, Form 1040) Unemployment compensation Taxable amount of social security benefits (also enter on line 27) Other income (see instrs) Identify: Add lines 1 through 15 Total federal adjustments to income (see instructions) Identify: Federal adjusted gross income (subtract line 17 from line 16)

1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18.

17,504.

17,504. 17,504.

NYIA1312L 09/27/11

2011111032 You must file all four pages of this original scannable return with the Tax Department.

Page 2 of 4

IT-201 (2011)

IEnter your social security number

114-98-3635
19 Federal adjusted gross income (from line 18 on page 1)

VIGNESH ESWARAN
19.

Dollars

17,504.

New York additions


20 21 22 23 24

(see instructions) Interest income on state and local bonds and obligations (but not those of NY State or its local governments) Public employee 414(h) retirement contributions from your wage and tax statements (see instrs) New York's 529 college savings program distributions (see instructions) Other (see instructions) Identify: Add lines 19 through 23

20. 21. 22. 23. 24.

17,504.

New York subtractions


25 26 27 28 29 30 31 32 33

(see instructions) Taxable refunds, credits, or offsets of state and local income taxes (from line 4) Pensions of NYS and local governments and the federal government (see instrs) Taxable amount of social security benefits (from line 14) Interest income on U.S. government bonds Pension and annuity income exclusion (see instructions) New York's 529 college savings program deduction / earnings Other (see instrs). Identify: Add lines 25 through 31 New York adjusted gross income (subtract line 32 from line 24)

25. 26. 27. 28. 29. 30. 31. 32. 33.

17,504.

Standard deduction or itemized deduction

(see instructions)
34. 35. 36. 37.

34 Enter your standard deduction (from table below) or your itemized deduction (from worksheet ? below). Mark an X in the appropriate box: ? X Standard or Itemized ? 35 Subtract line 34 from line 33 (if line 34 is more than line 33, leave blank) 36 Dependent exemptions (not the same as total federal exemptions; see instructions) 37 Taxable income (subtract line 36 from line 35)

7,500. 10,004. 10,004.

<

or A New York State itemized deduction worksheet


a b c d e f g h i j k l m n o p Medical and dental expenses (federal Schedule A, line 4) Taxes you paid (federal Schedule A, line 9) Interest you paid (federal Schedule A, line 15) Gifts to charity (federal Schedule A, line 19) Casualty and theft losses (federal Schedule A, line 20) Job expenses/misc deductions(fed Sch A, line 27) Other misc deductions (federal Sch A, line 28) Enter amount from federal Schedule A, line 29
State, local, and foreign income taxes (or general sales tax, if applicable) and other subtraction adjustments (see instrs)

New York State standard deduction table


Filing status (from page 1) Standard deduction (enter on line 34 above)

1 Single and you marked item C Yes 1 Single and you marked item C No 2 Married filing joint return 3 Married filing separate return 4 Head of household (with qualifying person) 5 Qualifying widow(er) with dependent child
NYIA1312L 09/27/11

3,000

a. b. c. d. e. f. g. h. i. j. k. l. m. n. o. p.

7,500 15,000 7,500

Subtract line i from line h Addition adjustments (see instrs) Add lines j and k Itemized deduction adjustment (see instructions) Subtract line m from line l College tuition itemized deduction (see Form IT-272) New York State itemized deduction (add lines n and o; enter on line 34 above)

10,500

15,000 2012111032

You must file all four pages of this original scannable return with the Tax Department.

Name(s) as shown on page 1

Enter your social security number

IT-201 (2011)

Page 3 of 4

VIGNESH ESWARAN Tax computation, credits, and other taxes


(see instructions)

114-98-3635

Dollars

38 Taxable income (from line 37 on page 2) 39 New York State tax on line 38 amount (see Tax Computation in the instructions) 40 New York State household credit (from table 1, 2, or 3 in the instructions) 40. 41 Resident credit (attach Form IT-112-R or IT-112-C, or both; see instructions) 41. 42 Other New York State nonrefundable credits (from Form IT-201-ATT, line 7; attach form) 42. 43 Add lines 40, 41, and 42 44 Subtract line 43 from line 39 (if line 43 is more than line 39, leave blank) 45 Net other New York State taxes (from Form IT-201-ATT, line 30; attach form) 46 Total New York State taxes (add lines 44 and 45)

38. 39.

10,004. 411.

45.

43. 44. 45. 46.

45. 366. 366.

New York City and Yonkers taxes, credits, and tax surcharges
47 New York City resident tax on line 38 amount (see instrs) 48 New York City household credit (from table 4, 5, or 6 in instructions) 49 Subtract line 48 from line 47 (if line 48 is more than line 47, leave blank) 50 Part-year New York City resident tax (attach Form IT-360.1) 51 Other New York City taxes (from Form IT-201-ATT, line 34; attach form) 52 Add lines 49, 50, and 51 53 New York City nonrefundable credits (from Form IT-201-ATT, line 10; attach form) 47. 48. 49. 50. 51. 52. 53.

See instructions to compute NYC and Yonkers taxes, credits, and tax surcharges.

54 Subtract line 53 from line 52 (if line 53 is more than line 52, leave blank) 54. 55 Yonkers resident income tax surcharge (see instructions) 55. 56 Yonkers nonresident earnings tax (attach Form Y-203) 56. 57 Part-year Yonkers resident income tax surcharge (attach Form IT-360.1) 57. 58 Total New York City and Yonkers taxes/surcharges (add lines 54 through 57) 59 Sales or use tax (See the instructions. Do not leave line 59 blank.)

58. 59.

0.

Voluntary contributions
60a 60b 60c 60d 60e 60f 60g 60h

(whole dollar amounts only; see instructions) 60a. 60b. 60c. 60d. 60e. 60f. 60g. 60h. 60. 61.

Return a Gift to Wildlife Missing/Exploited Children Fund Breast Cancer Research Fund Alzheimer's Fund Olympic Fund ($2 or $4; see instructions) Prostate Cancer Research Fund 9/11 Memorial Volunteer Firefighting & EMS Recruitment Fund

60 Total voluntary contributions (add lines 60a through 60h) 61 Total New York State, New York City, and Yonkers taxes, sales or use tax, and voluntary contributions (add lines 46, 58, 59, and 60)

366.

NYIA1334L 01/03/12

2013111032

You must file all four pages of this original scannable return with the Tax Department.

Page 4 of 4

IT-201 (2011)

Enter your social security number

114-98-3635

VIGNESH ESWARAN
62.

62 Total New York State, New York City, and Yonkers taxes, sales or use tax, and voluntary contributions (from line 61 on page 3)

366.

Payments and refundable credits


63 64 65 66 67 68 69 70 71 72 73 74 75 76

(see instructions) Empire State child credit (attach Form IT-213) 63. NYS/NYC child and dependent care credit (attach Form IT-216) 64. NYS earned income credit (EIC) (attach Form IT-215 or IT-209) 65. NYS noncustodial parent EIC (attach Form IT-209) 66. Real property tax credit (attach Form IT-214) 67. College tuition credit (attach Form IT-272) 68. NYC school tax credit (also complete (F) on page 1; see instrs) 69. NYC earned income credit (attach Form IT-215 or IT-209) 70. Other refundable credits (from Form IT-201-ATT, line 18; attach form) 71. Total New York State tax withheld 72. Total New York City tax withheld 73. Total Yonkers tax withheld 74. Total estimated tax payments / Amount paid with Form IT-370 75. Total payments (add lines 63 through 75) Your refund / amount overpaid (see instructions) 77 Amount overpaid (if line 76 is more than line 62, subtract line 62 from line 76) 78 Amount of line 77 to be refunded direct debit Mark one refund choice: deposit (fill in line 82) - or card - or 79 Amount of line 77 that you want applied to your 2012 estimated tax (see instructions) 79. Amount you owe (see instructions) 80 Amount you owe (if line 76 is less than line 62, subtract line 76 from line 62). To pay by electronic funds withdrawal, mark this box and mark line 82 81 Estimated tax penalty (Include this amount in line 80 or reduce the overpayment on line 77; see instructions.) 81.

If applicable, complete Forms IT-2, IT-1099-R, and/or IT-1099-UI and attach them to your return (see instructions) Staple them (and any other applicable forms) to the top of this page 4. See the instructions for the proper assembly of your four-page return and all attachments.

584.

76. 77. paper check

584. 218.

78.

218.
See the instructions for information about your three refund choices.

80.

Account information
82 Account information for direct deposit or electronic funds withdrawal. See instructions. If the funds for your payment (or refund) would come from (or go to) an account outside the U.S., mark an X in this box (see instructions) 82a Routing number 82b Account number ? ? ? Electronic funds withdrawal effective date 82 c Account Type ? Checking ? ? Savings
Personal identification number (PIN)

Third -party designee? (see instrs.) Yes No I Paid

Print designee's name

Designee's phone number

E-mail:

Preparer's signature

preparer must complete (see instructions) I Date: 03-09-2012


G Preparer's NYTPRIN

Taxpayer(s) must sign here I

Your signature

VIJAY SARATHY
I Preparer's PTIN or SSN
Your occupation

Firm's name (or yours, if self-employed)

STUDENT

MAVERICK TAX EXPRESS


Address

P01067229
? Employer ID number

Spouse's signature and occupation (if joint return)

941 W PIONEER PKWY ARLINGTON, TX 76013-6369


E-mail:

75-2967525
Mark an X if self-employed

I Daytime phone number


Date E-mail:

MAVERICKTAX@SBCGLOBAL.NET

See instructions for where to mail your return.


NYIA1334L 01/03/12

2014111032

You must file all four pages of this original scannable return with the Tax Department.

New York State Department of Taxation and Finance

Summary of W-2 Statements


New York State @ New York City @ Yonkers

2011

IT-2

Do not detach or separate the W-2 Records below. File Form IT-2 as an entire page. See instructions.
Taxpayer's first name and middle initial Taxpayer's last name

IYour social security number

VIGNESH
Spouse's first name and middle initial

ESWARAN
Spouse's last name

114-98-3635
ISpouse's social security number

Box c Employer's name and full address (including ZIP code)

W-2 Record 1

PREVOST CAR US INC 201 SOUTH AVENUE


Box 12a Amount

SOUTH PLAINFIELD
I Code I Code I Code
Locality a Box 15 State Box 16

NJ 07080
State wages, tips, etc (for NYS)

Box b Employer identification number (EIN)

NY
Box 12b Amount Box 17

14,714.
New York State income tax withheld

14-1768147
This W-2 record is for (mark an X in one box): Taxpayer Box 1

580.
Box 12c Amount Box 18 Local wages, tips, etc (see instr) Spouse Box 12d Amount

Wages, tips, other compensation

I Code

Locality b Box 19 Locality a Local income tax withheld

14,714.
Box 8 Allocated tips Box 13 Statutory employee Locality b

Box 14a Amount

I Description

Box 20 Locality a Locality b

Locality name

13.
Box 10 Dependent care benefits Box 14b Amount

OTHER
I Description I Description

Box 11

Nonqualified plans

Box 14c Amount

Corrected (W-2c)

Do not detach.

Box c

Employer's name and full address (including ZIP code)

W-2 Record 2

ROCHESTER INSTITUTE OF TECHNOLOGY 46 LOMB MEMORIAL DRIVE


Box 12a Amount

ROCHESTER
Box 15 State Box 16

NY 14623
State wages, tips, etc (for NYS)

I Code I Code I Code

Box b Employer identification number (EIN)

NY
Box 12b Amount Box 17

2,790.
New York State income tax withheld

16-0743140
This W-2 record is for (mark an X in one box): Taxpayer Box 1

4.
Box 12c Amount Box 18 Locality a Box 12d Amount Local wages, tips, etc (see instr) Spouse

Wages, tips, other compensation

I Code

Locality b Box 19 Locality a Local income tax withheld

2,790.
Box 8 Allocated tips Box 13 Statutory employee Locality b

Box 14a Amount

I Description
Locality a

Box 20

Locality name

Box 10

Dependent care benefits

Box 14b Amount

I Description I Description

Locality b

Box 11

Nonqualified plans

Box 14c Amount

Corrected (W-2c)

1021111032
NYIA6601L 10/07/11

Please file this original scannable form with the Tax Department.

You might also like