2017 TaxReturn
2017 TaxReturn
1040A U.S. Individual Income Tax Return (99) 2017 IRS Use Only—Do not write or staple in this space.
Your first name and initial Last name OMB No. 1545-0074
Your social security number
Justin R Weisent 294 96 5152
If a joint return, spouse’s first name and initial Last name Spouse’s social security number
Emma M Weisent 295 96 8736
Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Make sure the SSN(s) above
c
8862 Pontius Street and on line 6c are correct.
City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Presidential Election Campaign
Alliance OH 44601 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
}
Exemptions 6a Yourself. If someone can claim you as a dependent, do not check Boxes
checked on
box 6a. 6a and 6b 2
b Spouse No. of children
on 6c who:
c Dependents: (4) if child under
(3) Dependent’s
(2) Dependent’s social • lived with
age 17 qualifying for
If more than six security number you
relationship to you child tax credit (see
dependents, see (1) First name Last name instructions) • did not live
instructions. with you due to
divorce or
separation (see
instructions)
Dependents
on 6c not
entered above
Add numbers
on lines
d Total number of exemptions claimed. above a 2
Income
7 Wages, salaries, tips, etc. Attach Form(s) W-2. 7 58,925.
Attach
Form(s) W-2 8a Taxable interest. Attach Schedule B if required. 8a
here. Also bTax-exempt interest. Do not include on line 8a. 8b
attach
Form(s) 9a Ordinary dividends. Attach Schedule B if required. 9a
1099-R if tax bQualified dividends (see instructions). 9b
was 10 Capital gain distributions (see instructions). 10
withheld. 11a IRA 11b Taxable amount
If you did not distributions. 11a (see instructions). 11b
get a W-2, see 12a Pensions and 12b Taxable amount
instructions.
annuities. 12a (see instructions). 12b
15 Add lines 7 through 14b (far right column). This is your total income. a 15 58,925.
Adjusted
gross 16 Educator expenses (see instructions). 16
income 17 IRA deduction (see instructions). 17
18 Student loan interest deduction (see instructions). 18 1,720.
21 Subtract line 20 from line 15. This is your adjusted gross income. a 21 57,205.
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. REV 02/13/18 Intuit.cg.cfp.sp Form 1040A (2017)
BAA
Form 1040A (2017) Page 2
Tax, credits, 22 Enter the amount from line 21 (adjusted gross income). 22 57,205.
and
payments
23a Check
if: {
You were born before January 2, 1953,
Spouse was born before January 2, 1953,
Blind Total boxes
Blind checked a 23a }
b If you are married filing separately and your spouse itemizes
Standard deductions, check here a 23b
Deduction
for— 24 Enter your standard deduction. 24 12,700.
• People who 25 Subtract line 24 from line 22. If line 24 is more than line 22, enter -0-. 25 44,505.
check any
box on line 26 Exemptions. Multiply $4,050 by the number on line 6d. 26 8,100.
23a or 23b or
who can be 27 Subtract line 26 from line 25. If line 26 is more than line 25, enter -0-.
claimed as a This is your taxable income. a 27 36,405.
dependent,
see 28 Tax, including any alternative minimum tax (see instructions). 28 4,531.
instructions.
29 Excess advance premium tax credit repayment. Attach
• All others:
Single or Form 8962. 29
Married filing 30 Add lines 28 and 29. 30 4,531.
separately,
$6,350 31 Credit for child and dependent care expenses. Attach
Married filing Form 2441. 31
jointly or
Qualifying 32 Credit for the elderly or the disabled. Attach
widow(er),
$12,700 Schedule R. 32
Head of 33 Education credits from Form 8863, line 19. 33
household,
$9,350 34 Retirement savings contributions credit. Attach Form 8880. 34
35 Child tax credit. Attach Schedule 8812, if required. 35
36 Add lines 31 through 35. These are your total credits. 36
37 Subtract line 36 from line 30. If line 36 is more than line 30, enter -0-. 37 4,531.
38 Health care: individual responsibility (see instructions). Full-year coverage 38 0.
39 Add line 37 and line 38. This is your total tax. 39 4,531.
40 Federal income tax withheld from Forms W-2 and 1099. 40 4,762.
If you have
41 2017 estimated tax payments and amount applied
a qualifying from 2016 return. 41
child, attach 42a Earned income credit (EIC). 42a
Schedule
EIC. b Nontaxable combat pay election. 42b
43 Additional child tax credit. Attach Schedule 8812. 43
44 American opportunity credit from Form 8863, line 8. 44
45 Net premium tax credit. Attach Form 8962. 45
46 Add lines 40, 41, 42a, 43, 44, and 45. These are your total payments. a 46 4,762.
47 If line 46 is more than line 39, subtract line 39 from line 46.
Refund This is the amount you overpaid. 47 231.
Direct 48a Amount of line 47 you want refunded to you. If Form 8888 is attached, check here a 48a 231.
deposit?
See a b
Routing a c Type: Checking Savings
instructions number 0 4 4 0 0 0 0 3 7
and fill in
48b, 48c, a d
Account
and 48d or number 7 2 5 9 0 5 2 7 2
Form 8888. 49 Amount of line 47 you want applied to your
2018 estimated tax. 49
Amount 50 Amount you owe. Subtract line 46 from line 39. For details on how to pay,
you owe see instructions. a 50
51 Estimated tax penalty (see instructions). 51
Third party Do you want to allow another person to discuss this return with the IRS (see instructions)? Yes. Complete the following. No
Designee’s Phone Personal identification
designee name a no. a number (PIN) a
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge
Sign and belief, they are true, correct, and accurately list all amounts and sources of income I received during the tax year. Declaration of preparer (other
than the taxpayer) is based on all information of which the preparer has any knowledge.
here Your signature Date Your occupation Daytime phone number
F
Joint return?
See instructions. Natural Resources Worker (330)614-3129
Keep a copy 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
for your records. teacher here (see inst.)
Print/Type preparer’s name Preparer’s signature Date PTIN
Paid Check a if
self-employed
preparer Firm’s name a Firm’s EIN a
Self-Prepared
use only Firm’s address a Phone no.
Go to www.irs.gov/Form1040A for instructions and the latest information. REV 02/13/18 Intuit.cg.cfp.sp Form 1040A (2017)
IT-140W
REV. 8-17 West Virginia Withholding Tax Schedule 17
Do NOT send W-2’s, 1099’s, K-1’s and/or WV/NRW-2’s with your return.
Enter WV withholding information below.
THIS FORM MUST BE FILED EVEN IF YOU HAVE NO INCOME OR WITHHOLDING.
PRIMARY LAST NAME SOCIAL
SHOWN ON FORM
IT-140
WEISENT SECURITY
NUMBER
294965152
.00
Employer ID or Payer ID from W-2, 1099, K-1, and/or WV/NRW-2 Name WV WITHHOLDING
.00
Employer ID or Payer ID from W-2, 1099, K-1, and/or WV/NRW-2 Name WV WITHHOLDING
WV-8453
Rev. 11/17
Your first name and middle Initial Last Name Your Social Security Number
2017
JUSTIN R WEISENT 294965152
If a joint return, spouse’s first name and middle initial Last name, if different Spouse’s Social Security Number
EMMA M WEISENT 295968736
Home Address (number and street) Daytime telephone number
8862 PONTIUS STREET 3306143129
City, town or post office, state and ZIP code
ALLIANCE OH 44601
Part I Tax Return Information (whole dollars only)
1. Federal Adjusted Gross Income (Form IT-140, Line 1).................................................................... 1 .00
2. West Virginia Income Tax (Form IT-140, Line 8).............................................................................. 2 .00
3. Balance Due (Form IT-140, Line 31)................................................................................................ 3 .00
4. Refund (Form IT-140, Line 30)......................................................................................................... 4 1989.00
Part II Direct Deposit or Electronic Funds Withdrawal
5. Routing transit number (RTN) 044000037 The first two numbers of the RTN must be 01 through 12 or 21 through 32
Please
Sign Here Your signature Date Spouse’s signature Date
Part IV Declaration & Signature of Electronic Return Originator (ERO) & Paid Preparer
I declare that I have reviewed the above taxpayer’s return and that entries on Form WV-8453 are complete and correct to the best of my knowledge. (ERO’s who are collectors are not responsible for reviewing the taxpayer’s return; however, they
must ensure that Form WV-8453 accurately reflects the data on the return.) I have obtained the taxpayer’s signature on Form WV-8453 before submitting this return to the State Tax Department, have provided the taxpayer a copy of all forms and
information to filed with the West Virginia State Tax Department, and have followed all other requirements described in the West Virginia Handbook for Electronic Filers of Individual Income Tax Returns (Tax Year 2017). If I am also the Paid Preparer,
under penalty of perjury I declare that I have examined the above taxpayer’s return and accompanying schedules and statements, and to the best of my knowledge and belief they are true, correct, and complete. Declaration of preparer is based on
all information of which preparer has any knowledge.
ERO’s are instructed to retain the WV-8453 and all supporting documents for not less than three (3) years.
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 is based on all information of
which preparer has any knowledge.
WEISENT JUSTIN R
Last Name 6XI¿[ Your First Name MI
EMMA M
Spouse’s Last Name – Only if different from Last Name above 6XI¿[ Spouse’s First Name MI
ALLIANCE OH 44601 —
City State Zip Code
3306143129
Telephone Number: __________________________________________
Nonresident/ Part-Year
Amended Check before 4/17/18 if you wish to stop the Net Operating X Nonresident Special )RUP:9¿OHGDVDQ
Resident
return original debit (amended return only) Loss injured spouse
(See instructions on Page 15)
Exemptions: (If someone can claim you as a dependent, leave Yourself (a)
Filing Status box (a) blank.)
Enter “1” in boxes a
and b if they apply { Spouse (b)
(Check One) F/LVW\RXUGHSHQGHQWV,IPRUHWKDQ¿YHGHSHQGHQWVFRQWLQXHRQ6FKHGXOH'3
1 Single First name Last name Social Security Number 'DWHRI%LUWK 00''<<<<
2 Head of Household
1. Federal Adjusted Gross Income or income to claim senior citizen tax credit from Schedule SCTC-1.................. 1 .00
$GGLWLRQVWRLQFRPH OLQHRI6FKHGXOH0 2 .00
6XEWUDFWLRQVIURPLQFRPH OLQHRI6FKHGXOH0 3 .00
4. West Virginia Adjusted Gross Income (line 1 plus line 2 minus line 3)................................................................. 4 .00
5. Low-Income Earned Income Exclusion (see worksheet on page 24)................................................................... 5 .00
7RWDO([HPSWLRQVDVVKRZQDERYHRQ([HPSWLRQ%R[ H ________ x $2,000 ................................................... 6 .00
7. West Virginia Taxable Income (line 4, minus lines 5 & 6) IF LESS THAN ZERO, ENTER ZERO ....................... 7 .00
,QFRPH7D['XH &KHFN2QH
Tax Table Rate Schedule Nonresident/Part-year resident calculation schedule............................... 8 .00
9. Family Tax Credit if applicable (see required schedule on page 46)..................................................................... 9 .00
10. Total Taxes Due (line 8 minus line 9)......................................................... 10 .00
TAX DEPT USE ONLY
3$<0(17 CORR SCTC NRSR HEPTC
PLAN
11. West Virginia Income Tax Withheld (SEE INSTRUCTIONS) CHECK HERE IF WITHHOLDING IS FROM NRSR
(NONRESIDENT SALE OF REAL ESTATE)...................................................................................................................................... 11 1989.00
12. Estimated Tax Payments and Payments with Schedule L .................................................................................................................. 12 .00
13. Senior Citizen Tax Credit for property tax paid from Schedule SCTC-1............................................................................................... 13 .00
14. Homestead Excess Property Tax Credit for property tax paid from Schedule HEPTC-1...................................................................... 14 .00
15. Credits from Tax Credit Recap Schedule (see schedule on page 10) ................................................................................................ 15 .00
16. Amount paid with original return (amended return only) ..................................................................................................................... 16 .00
17. Payments and Credits (add lines 11 through 16) ................................................................................................................................ 17 1989.00
18. Overpayment previously refunded or credited (amended return only) ................................................................................................ 18 .00
19. Total payments and credits (line 17 minus line 18).............................................................................................................................. 19 1989.00
3HQDOW\'XHIURP)RUP,7 CHECK IF REQUESTING WAIVER/ANNUALIZED WORKSHEET ATTACHED If you owe penalty, enter here 20 .00
21. Subtract line 20 from line 19 and enter total, (if line 20 is larger, subtract 19 from 20 add to line 10 and enter on line 22)................... 21 1989.00
%DODQFHRI,QFRPH7D['XH OLQHPLQXVOLQH ,IOLQHLVJUHDWHUWKDQOLQHVNLSWROLQH 22 .00
23. If line 21 is greater than line 10, subtract line 10 from line 21. This is your income tax overpayment.................................................. 23 1989.00
:HVW9LUJLQLD8VH7D['XHRQRXWRIVWDWHSXUFKDVHV VHH6FKHGXOH87RQSDJH ,IWKLVDPRXQWLVJUHDWHUWKDQOLQHJRRQ
to line 25. If this amount is less than line 23, skip to line 26 X CHECK IF NO USE TAX DUE...................................................... 24 .00
25. Subtract line 23 from line 24 and add line 22, this is the total balance of tax due............................................................................. 25 .00
26. Subtract line 24 from line 23, this is your total overpayment.............................................................................................................. 26 1989.00
27. Amount of overpayment to be credited to your 2018 estimated tax..................................................................................................... 27 .00
28. West Virginia Children’s Trust Fund to help prevent child abuse and neglect.
Enter the amount of your contribution $5 $25 $100 Other $______________ ............................................ 28 .00
'HGXFWLRQVIURP\RXURYHUSD\PHQW $GGOLQHVDQG 29 .00
30. Refund due you (subtract line 29 from line 26)................................................................................................. REFUND 30 1989.00
31. Total amount due the State (line 25 plus line 28) PAY THIS AMOUNT....................................................... 3$<7+,6$02817 31 .00
Direct
Deposit X CHECKING 044000037 725905272
SAVINGS
of Refund ROUTING NUMBER ACCOUNT NUMBER
PLEASE REVIEW YOUR ACCOUNT INFORMATION FOR ACCURACY. PROVIDING INCORRECT ACCOUNT INFORMATION MAY
RESULT IN A $15.00 RETURNED PAYMENT CHARGE.
Under penalties of perjury, I declare that I have examined this return, accompanying schedules and statements, and to the best of my knowledge and
belief, it is true, correct and complete. I authorize the State Tax Department to discuss my return with my preparer. YES NO
SELF-PREPARED
Signature of preparer other than above Date Address Telephone Number
MAIL TO:
REFUND BALANCE DUE
Preparer: Check here if WV State Tax Department WV State Tax Department
client is requesting that P.O. Box 1071 P.O. Box 3694
Preparer’s EIN IRUP127EHH¿OHG Charleston, WV 25324-1071 Charleston, WV 25336-3694
Payment Options
5HWXUQV¿OHGZLWKDEDODQFHRIWD[GXHPD\XVHDQ\RIWKHIROORZLQJSD\PHQWRSWLRQV
&KHFNRU0RQH\2UGHU,I\RX¿OHGDSDSHUUHWXUQHQFORVH\RXUFKHFNRUPRQH\RUGHUZLWK\RXUUHWXUQ,I\RXHOHFWURQLFDOO\¿OHGPDLO\RXUFKHFNRUPRQH\RUGHUZLWKWKHSD\PHQWYRXFKHU,79
that is provided to you after the submission of your tax return.
(OHFWURQLF)XQGV7UDQVIHU,I\RXHOHFWURQLFDOO\¿OHG\RXUUHWXUQ\RXUWD[SD\PHQWPD\EHDXWRPDWLFDOO\GHGXFWHG
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GHOD\SD\PHQWDQ\WLPHEHWZHHQ¿OLQJDQGGXHGDWHRI$SULO
Payment by credit card – Payments may be made using your Visa® Card, Discover® Card, American Express®
Card or MasterCard®. Visit tax.wv.gov.
1555 REV 11/15/17 INTUIT.CG.CFP.SP *T O 4 0 2 0 1 7 0 2*
17
SCHEDULE Nonresidents/Part-Year Residents
A
(FORM IT-140) Schedule of Income
PRIMARY LAST NAME SOCIAL
SHOWN ON FORM SECURITY
IT-140 WEISENT NUMBER 294965152
PART-YEAR RESIDENTS:
ENTER PERIOD OF FROM: TO:
WEST VIRGINIA RESIDENCY MM DD YYYY MM DD YYYY
SCHEDULE A
(To Be Completed By Nonresidents and Part-Year Residents Only)
INCOME
&2/801$
$02817)520
)('(5$/5(7851
All deductions from Form 1040 &2/801% &2/801&
or 1040A not itemized on lines $//,1&20('85,1* :96285&(,1&20(
70-75 should be totaled and 3(5,2'2):9 '85,1*
entered on line 76. 5(6,'(1&< 1215(6,'(173(5,2'
56. Wages, salaries, tips (complete Form IT-140W)..................... 56 .00 .00 .00
57. Interest..................................................................................... 57 .00 .00 .00
58. Dividends................................................................................. 58 .00 .00 .00
5HIXQGVRIVWDWHDQGORFDOLQFRPHWD[ VHHOLQHRI6FKHGXOH0 59 .00 .00
60. Alimony received...................................................................... 60 .00 .00
%XVLQHVVSUR¿W RUORVV 61 .00 .00 .00
62. Capital gains (or losses).......................................................... 62 .00 .00 .00
63. Supplemental gains (or losses)............................................... 63 .00 .00 .00
64. Total taxable pensions and annuities....................................... 64 .00 .00 .00
65. Farm income (or loss)............................................................. 65 .00 .00 .00
66. Unemployment compensation insurance................................ 66 .00 .00 .00
677RWDOWD[DEOH6RFLDO6HFXULW\DQG5DLOURDG5HWLUHPHQWEHQH¿WV VHHOLQH
RI6FKHGXOH0IRU5DLOURDG5HWLUHPHQWEHQH¿WV 67 .00 .00
68. Other income from federal return (identify source)
______________________________________________ 68 .00 .00 .00
69. Total income (add lines 56 through 68)................................... 69 .00 .00 .00
ADJUSTMENTS
70. IRA deduction.......................................................................... 70 .00 .00 .00
71. Moving expenses..................................................................... 71 .00 .00 .00
72. Self-employment tax deduction............................................... 72 .00 .00 .00
73. Self-employment health insurance deduction......................... 73 .00 .00 .00
6HOI(PSOR\HG6(36,03/(DQGTXDOL¿HGSODQV 74 .00 .00 .00
75. Penalty for early withdrawal of savings................................... 75 .00 .00 .00
76. Other adjustments................................................................... 76 .00 .00 .00
77. Total adjustments (add lines 70 through 76)........................... 77 .00 .00 .00
78. Adjusted gross income (subtract line 77 from line 69 in each
column).................................................................................... 78 .00 .00 .00
79. West Virginia income (line 78, Column B plus line 78, column C)............................................................................. 79 .00
80. Income subject to West Virginia state tax but exempt from federal tax........................... 80 .00
81. Total West Virginia income (line 79 plus line 80). Enter here and on line 2 on the next page................................... 81 .00
SCHEDULE A (CONTINUED)
PART I: NONRESIDENT/PART-YEAR RESIDENT TAX CALCULATION
1. Tentative Tax (apply the appropriate tax rate schedule on page 38 to the amount shown on line 7, Form IT-140)..... 1 .00
5. Subtract line 2 Part I from your original Federal Adjusted Gross Income (line 1, Form IT-140)............................... 5 .00
6. Income Percentage (Divide line 5 by line 3 Part I and round the result to four decimal places) Note: Decimal
caQQot e[ceeG ............................................................................................................................................ 6
9. West Virginia Tax (Enter the smaller of line 4 Part I or line 8 Part II here and on line 8, Form IT-140).................... 9 .00
PART III: SPECIAL NONRESIDENT INCOME FOR RESIDENTS OF RECIPROCAL STATES
ELIGIBILITY: Complete this section ONLY if you were a resident of Kentucky, Maryland, Ohio, Pennsylvania or Virginia AND:
:HVW9LUJLQLDVRXUFHLQFRPHZDVIURPZDJHVDQGVDODULHV
:HVW9LUJLQLDLQFRPHWD[ZDVZLWKKHOGIURPVXFKZDJHVDQGVDODULHVE\\RXUHPSOR\HU V
If you were a domiciliary resident of Pennsylvania or Virginia and spent more than 183 days in West Virginia, you are also considered a resident of West
9LUJLQLDDQGPXVW¿OH)RUP,7DVDUHVLGHQWRI:HVW9LUJLQLD
NOTE: If you were a resident of any state other than Kentucky, Ohio, Maryland, Pennsylvania, or Virginia, you are ineligible to complete Part
III. You must check the box Filing as Nonresident or Filing as a Part-Year Resident and Complete Schedule A and Part 1 to report any income
from West Virginia sources.
I declare that I was not a resident of West Virginia at any time during 2017, I was a resident of the state shown, my only income from
sources within West Virginia was from wages and salaries, and such wages and salaries were subject to income taxation by my state of
residence.
YOUR STATE OF RESIDENCE (Check one):
1. Commonwealth of Kentucky 4. Commonwealth of Pennsylvania Number of days spent in West Virginia __________________
2. State of Maryland 5. Commonwealth of Virginia Number of days spent in West Virginia __________________
3. X State of Ohio
(A) (B)
Primary Taxpayer's Social Spouse's Social Security
Security Number Number
294965152 295968736
10. Enter your total West Virginia Income from wages and salaries in the
appropriate column.......................................................................................... 10 26620 .00 19206 .00
11. Enter total amount of West Virginia Income Tax withheld from your wages
and salaries paid by your employer in 2017.................................................... 11 1186 .00 803 .00
12. Line 11, column A plus line 11 column B. Report this amount on line 11 of Form IT-140...................................... 12 1989 .00
MA
GEORGIA DEPARTMENT OF REVENUE
IL!
UNLESS REQUESTED TO DO SO.
IRS DCN OR SUBMISSION ID GA-8453
2017
Fiscal Year
Beginning
version)
Fiscal Year
Ending YOUR DRIVER’S LICENSE/STATE ID TU012279 STATE ISSUED OH
ADDRESS (NUMBER AND STREET or P.O. BOX) (Use 2nd address line for Apt, Suite or Building Number) CHECK IF ADDRESS HAS CHANGED
2. 8862 PONTIUS STREET
CITY (Please insert a space if the city has multiple names) STATE ZIP CODE
3. ALLIANCE OH 44601
(COUNTRY IF FOREIGN)
Residency Status
4. Enter your Residency Status with the appropriate number................................................................................................................. 4. 3
1. FULL- YEAR RESIDENT 2. PART- YEAR RESIDENT TO 3. NONRESIDENT
Part-Year Residents and Nonresidents must omit Lines 9 thru 14 and use Form 500 Schedule 3.
Filing Status
5. Enter Filing Status with appropriate letter (See I T - 5 1 1 Tax Booklet)...................................................................................
.... .... 5. B
A. Single B.Married filing joint C.Married filing separate(Spouse’s social security number must be entered above) D. Head of Household or Qualifying Widow(er)
6. Number of exemptions (Check appropriate box(es) and enter total in 6c.) 6a. Yourself 6b. Spouse 6c. 2
7a. Number of Dependents (Enter details on Line 7c., and DO NOT include yourself or your spouse)..................................... 7a.
7b. Enter the total number of exemptions and dependents (Add Lines 6c and 7a) ............................................................................ 7b. 2
7c. Dependents (If you have more than 5 dependents, attach a list of additional dependents)
First Name, MI. Last Name
INCOME COMPUTATIONS
If amount on line 8, 9, 10, 13 or 15 is negative, use the minus sign (-). Example -3,456.
8. Federal adjusted gross income (From Federal Form 1040,1040A or 1040 EZ)................................................................ 8. 57205
(Do not use FEDERAL TAXABLE INCOME) If the amount on Line 8 is $40,000 or more, or your gross income is less than your
W-2s you must include a copy of your Federal Form 1040 Pages 1 and 2.
9. Adjustments from Form 500 Schedule 1 (See IT-511 Tax Booklet )............................................................... 9.
10. Georgia adjusted gross income (Net total of Line 8 and Line 9)...................................................................... 10.
11. Standard Deduction (Do not use FEDERAL STANDARD DEDUCTION) ...... 11a.
(See IT-511 Tax Booklet)
b. Self: 65 or over? Blind?
Total x 1,300=......... 11b.
Spouse: 65 or over? Blind?
13. Subtract either Line 11c or Line 12c from Line 10; enter balance.............. 13.
14a. Enter the number from Line 6c. Multiply by $2,700 for filing status A 14a.
or D OR multiply by $3,700 for filing status B or C
14b. Enter the number from Line 7a. Multiply by $3,000............................ 14b.
15. Georgia taxable income (Line 13 less Line 14c or Schedule 3, Line 14) 15. 7899
16. Tax (Use Tax Table in the IT-511 Tax Booklet).......................................... 16. 232
18. Other State(s) Tax Credit (Include a copy of the other state(s) return)........ 18.
20. Total Credits Used from Schedule 2 Georgia Tax Credits .............................. 20.
21. Total Credits Used (sum of Lines 17-20) cannot exceed Line 16 ........................ 21. 0
22. Balance (Line 16 less Line 21) if zero or less than zero, enter zero ...... 22. 232
23. Georgia Income Tax Withheld on Wages and 1099s ..................... 23. 534
(Enter Tax Withheld Only and include W-2s and/or 1099s)
INCOME STATEMENT DETAILS Only enter income on which Georgia Tax was withheld. Enter W-2s, 1099s, and G2-As on Line 4 GA Wages/Income. For
other income statements complete Line 4 using the income reported from Form G2-RP Line 12 or 13; Form G2-LP Line 11, or for Form G2-FL enter zero.
(INCOME STATEMENT A) (INCOME STATEMENT B) (INCOME STATEMENT C)
1. WITHHOLDING TYPE: 1. WITHHOLDING TYPE: 1. WITHHOLDING TYPE:
W-2s G2-A G2-LP W-2s G2-A G2-LP W-2s G2-A G2-LP
1099s G2-FL G2-RP 1099s G2-FL G2-RP 1099s G2-FL G2-RP
2. EMPLOYER/PAYER FEDERAL 2. EMPLOYER/PAYER FEDERAL 2. EMPLOYER/PAYER FEDERAL
ID NUMBER (FEIN) SSN ID NUMBER (FEIN) SSN ID NUMBER (FEIN) SSN
581130945 586001998
3. EMPLOYER/PAYER STATE WITHHOLDING ID 3. EMPLOYER/PAYER STATE WITHHOLDING ID 3. EMPLOYER/PAYER STATE WITHHOLDING ID
3337088XU 9410384LW
4. GA WAGES / INCOME 4. GA WAGES / INCOME 4. GA WAGES / INCOME
5455 5920
5. GA TAX WITHHELD 5. GA TAX WITHHELD 5. GA TAX WITHHELD
263 271
(INCOME STATEMENT D) (INCOME STATEMENT E) (INCOME STATEMENT F)
1. WITHHOLDING TYPE: 1. WITHHOLDING TYPE: 1. WITHHOLDING TYPE:
W-2s G2-A G2-LP W-2s G2-A G2-LP W-2s G2-A G2-LP
1099s G2-FL G2-RP 1099s G2-FL G2-RP 1099s G2-FL G2-RP
2. EMPLOYER/PAYER FEDERAL 2. EMPLOYER/PAYER FEDERAL 2. EMPLOYER/PAYER FEDERAL
ID NUMBER (FEIN) SSN ID NUMBER (FEIN) SSN ID NUMBER (FEIN) SSN
Please complete the Supplemental W-2 Income Statement if additional space is needed.
25. Estimated Tax paid for 2017 and Form IT-560 ....................................... 25.
26. Total prepayment credits (Add Lines 23, 24 and 25)................................. 26. 534
27. If Line 22 exceeds Line 26, subtract Line 26 from Line 22 and enter
balance due............................................................................................... 27.
28. If Line 26 exceeds Line 22, subtract Line 22 from Line 26 and enter
overpayment ............................................................................................. 28. 302
29. Amount to be credited to 2018 ESTIMATED TAX ................................. 29. 0
30. Georgia Wildlife Conservation Fund (No gift of less than $1.00)............. 30.
31. Georgia Fund for Children and Elderly (No gift of less than $1.00)........ 31.
32. Georgia Cancer Research Fund (No gift of less than $1.00) ................. 32.
33. Georgia Land Conservation Program (No gift of less than $1.00)........... 33.
34. Georgia National Guard Foundation (No gift of less than $1.00) ............. 34.
35. Dog & Cat Sterilization Fund (No gift of less than $1.00) ....................... 35.
36. Saving the Cure Fund (No gift of less than $1.00)................................. 36.
37. Realizing Educational Achievement Can Happen (REACH) Program ............. 37.
(No gift of less than $1.00)
38. Public Safety Memorial Grant (No gift of less than $1.00)....................... 38.
39. Form 500 UET (Estimated tax penalty) 500 UET exception attached.... 39.
40. (If you owe) Add Lines 27, 30 thru 39
MAKE CHECK PAYABLE TO GEORGIA DEPARTMENT OF REVENUE.. 40.
41. (If you are due a refund) Subtract the sum of Lines 29 thru 39 from Line 28
THIS IS YOUR REFUND......................................................................... 41. 302
Routing
41a. Direct Deposit (For U.S. Accounts Only) Type: Checking Savings Number 044000037
Account
Number 725905272
If you do not enter Direct Deposit information or if PROCESSING CENTER PROCESSING CENTER
(PAYMENT) GEORGIA DEPARTMENT OF REVENUE (REFUND and NO GEORGIA DEPARTMENT OF REVENUE
you are a first time filer a paper check will be issued.
PO BOX 740399 BALANCE DUE) PO BOX 740380
ATLANTA, GA 30374-0399 ATLANTA, GA 30374-0380
INCLUDE ALL ITEMS IN ENVELOPE, DO NOT STAPLE YOUR CHECK, W-2s, OTHER WITHHOLDING DOCUMENTS, OR TAX RETURN
I/We declare under the penalties of perjury that I/we have examined this return (including accompanying schedules and statements) and to the best of my/our knowledge
and belief, it is true, correct, and complete. If prepared by a person other than the taxpayer(s), this declaration is based on all information of which the preparer has knowledge.
Georgia Public Revenue Code Section 48-2-31 stipulates that taxes shall be paid in lawful money of the United States, free of any expense to the State of Georgia.
Taxpayer’s Signature (Check box if deceased) Spouse’s Signature (Check box if deceased)
Date Date
330-614-3129 I authorize DOR to discuss this return with the named preparer.
Signature of Preparer
Name of Preparer Other Than Taxpayer Preparer’s FEIN
SELF-PREPARED
Preparer’s Firm Name Preparer’s SSN/PTIN/SIDN
1. WAGES, SALARIES, TIPS, etc 1. WAGES, SALARIES, TIPS, etc 1. WAGES, SALARIES, TIPS, etc
58925 47550 11375
5. TOTAL INCOME: TOTAL LINES 1 THRU 4 5. TOTAL INCOME: TOTAL LINES 1 THRU 4 5. TOTAL INCOME: TOTAL LINES 1 THRU 4
58925 47550 11375
6. TOTAL ADJUSTMENTS FROM FORM 1040 6. TOTAL ADJUSTMENTS FROM FORM 1040 6. TOTAL ADJUSTMENTS FROM FORM 1040
1720 0 1720
7. TOTAL ADJUSTMENTS FROM FORM 500, 7. TOTAL ADJUSTMENTS FROM FORM 500, 7. TOTAL ADJUSTMENTS FROM FORM 500,
SCHEDULE 1 SCHEDULE 1 SCHEDULE 1
10a. Itemized or Standard Deduction (See IT-511 Tax Booklet)................... 10a. 3000
11. Personal Exemption from Form 500 (See IT-511 Tax Booklet)
11a. Enter the number on Line 6c. from Form 500 or 500X 2 multiply by $2,700 for 11a. 7400
filing status A or D or multiply by $3,700 for filing status B or C
11b. Enter the number on Line 7a. from Form 500 or 500X multiply by $3,000... 11b.
11c. Add Lines 11a. and 11b. Enter total..................................................................... 11c. 7400
12. Total Deductions and Exemptions: Add Lines 10a, 10b, and 11c................. 12. 10400
13. Multiply Line 12 by Ratio on Line 9 and enter result .......................................... 13. 1756
14. Georgia Taxable Income: Subtract Line 13 from Line 8, Column C
Enter here and on Line 15, Page 3 of Form 500 or Form 500X........................ 14. 7899
List the state(s) in which the income in Column B was earned and/or to which it was reported.
}
Exemptions 6a Yourself. If someone can claim you as a dependent, do not check Boxes
checked on
box 6a. 6a and 6b 2
b Spouse No. of children
on 6c who:
c Dependents: (4) if child under
(3) Dependent’s
(2) Dependent’s social • lived with
age 17 qualifying for
If more than six security number you
relationship to you child tax credit (see
dependents, see (1) First name Last name instructions) • did not live
instructions. with you due to
divorce or
separation (see
instructions)
Dependents
on 6c not
entered above
Add numbers
on lines
d Total number of exemptions claimed. above a 2
Income
7 Wages, salaries, tips, etc. Attach Form(s) W-2. 7 58,925.
Attach
Form(s) W-2 8a Taxable interest. Attach Schedule B if required. 8a
here. Also bTax-exempt interest. Do not include on line 8a. 8b
attach
Form(s) 9a Ordinary dividends. Attach Schedule B if required. 9a
1099-R if tax bQualified dividends (see instructions). 9b
was 10 Capital gain distributions (see instructions). 10
withheld. 11a IRA 11b Taxable amount
If you did not distributions. 11a (see instructions). 11b
get a W-2, see 12a Pensions and 12b Taxable amount
instructions.
annuities. 12a (see instructions). 12b
15 Add lines 7 through 14b (far right column). This is your total income. a 15 58,925.
Adjusted
gross 16 Educator expenses (see instructions). 16
income 17 IRA deduction (see instructions). 17
18 Student loan interest deduction (see instructions). 18 1,720.
21 Subtract line 20 from line 15. This is your adjusted gross income. a 21 57,205.
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. REV 02/13/18 Intuit.cg.cfp.sp Form 1040A (2017)
BAA
Form 1040A (2017) Page 2
Tax, credits, 22 Enter the amount from line 21 (adjusted gross income). 22 57,205.
and
payments
23a Check
if: {
You were born before January 2, 1953,
Spouse was born before January 2, 1953,
Blind Total boxes
Blind checked a 23a }
b If you are married filing separately and your spouse itemizes
Standard deductions, check here a 23b
Deduction
for— 24 Enter your standard deduction. 24 12,700.
• People who 25 Subtract line 24 from line 22. If line 24 is more than line 22, enter -0-. 25 44,505.
check any
box on line 26 Exemptions. Multiply $4,050 by the number on line 6d. 26 8,100.
23a or 23b or
who can be 27 Subtract line 26 from line 25. If line 26 is more than line 25, enter -0-.
claimed as a This is your taxable income. a 27 36,405.
dependent,
see 28 Tax, including any alternative minimum tax (see instructions). 28 4,531.
instructions.
29 Excess advance premium tax credit repayment. Attach
• All others:
Single or Form 8962. 29
Married filing 30 Add lines 28 and 29. 30 4,531.
separately,
$6,350 31 Credit for child and dependent care expenses. Attach
Married filing Form 2441. 31
jointly or
Qualifying 32 Credit for the elderly or the disabled. Attach
widow(er),
$12,700 Schedule R. 32
Head of 33 Education credits from Form 8863, line 19. 33
household,
$9,350 34 Retirement savings contributions credit. Attach Form 8880. 34
35 Child tax credit. Attach Schedule 8812, if required. 35
36 Add lines 31 through 35. These are your total credits. 36
37 Subtract line 36 from line 30. If line 36 is more than line 30, enter -0-. 37 4,531.
38 Health care: individual responsibility (see instructions). Full-year coverage 38 0.
39 Add line 37 and line 38. This is your total tax. 39 4,531.
40 Federal income tax withheld from Forms W-2 and 1099. 40 4,762.
If you have
41 2017 estimated tax payments and amount applied
a qualifying from 2016 return. 41
child, attach 42a Earned income credit (EIC). 42a
Schedule
EIC. b Nontaxable combat pay election. 42b
43 Additional child tax credit. Attach Schedule 8812. 43
44 American opportunity credit from Form 8863, line 8. 44
45 Net premium tax credit. Attach Form 8962. 45
46 Add lines 40, 41, 42a, 43, 44, and 45. These are your total payments. a 46 4,762.
47 If line 46 is more than line 39, subtract line 39 from line 46.
Refund This is the amount you overpaid. 47 231.
Direct 48a Amount of line 47 you want refunded to you. If Form 8888 is attached, check here a 48a 231.
deposit?
See a b
Routing a c Type: Checking Savings
instructions number 0 4 4 0 0 0 0 3 7
and fill in
48b, 48c, a d
Account
and 48d or number 7 2 5 9 0 5 2 7 2
Form 8888. 49 Amount of line 47 you want applied to your
2018 estimated tax. 49
Amount 50 Amount you owe. Subtract line 46 from line 39. For details on how to pay,
you owe see instructions. a 50
51 Estimated tax penalty (see instructions). 51
Third party Do you want to allow another person to discuss this return with the IRS (see instructions)? Yes. Complete the following. No
Designee’s Phone Personal identification
designee name a no. a number (PIN) a
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge
Sign and belief, they are true, correct, and accurately list all amounts and sources of income I received during the tax year. Declaration of preparer (other
than the taxpayer) is based on all information of which the preparer has any knowledge.
here Your signature Date Your occupation Daytime phone number
F
Joint return?
See instructions. Natural Resources Worker (330)614-3129
Keep a copy 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
for your records. teacher here (see inst.)
Print/Type preparer’s name Preparer’s signature Date PTIN
Paid Check a if
self-employed
preparer Firm’s name a Firm’s EIN a
Self-Prepared
use only Firm’s address a Phone no.
Go to www.irs.gov/Form1040A for instructions and the latest information. REV 02/13/18 Intuit.cg.cfp.sp Form 1040A (2017)
Please detach here.
Ohio Residency Status – Check applicable box Filing Status – Check one (as reported on federal income tax return)
Full-year Part-year Nonresident Single, head of household or qualifying widow(er)
resident resident Indicate state
Married filing jointly
Check applicable box for spouse (only if married filing jointly)
Married filing separately
Full-year Part-year Nonresident
resident resident Indicate state
Check here if you filed the federal extension 4868.
Ohio Political Party Fund
Do not staple or paper clip.
Check here if someone else is able to claim you (or your spouse if
Check here if you want $1 to go to this fund. joint return) as a dependent.
Check here if your spouse wants $1 to go to this fund (if filing jointly).
Note: Checking this box will not increase your tax or decrease your refund.
1. Federal adjusted gross income (from the federal 1040, line 37; 1040A, line 21;
1040EZ, line 4; 1040NR, line 36; or 1040NR-EZ, line 10). Include page 1 of your
federal return if the amount is zero or negative. Place a “-” in box at the right if negative................ 1. 57205 00
2a. Additions – Ohio Schedule A, line 10 (include schedule)................................................................ 2a. 00
3. Ohio adjusted gross income (line 1 plus line 2a minus line 2b).........................................................3. 57205 00
4. Exemption amount (if claiming dependent(s), include Schedule J).................................................. 4. 4100 00
Number of exemptions claimed on your federal return: 2
5. Ohio income tax base (line 3 minus line 4; if less than zero, enter zero).......................................... 5. 53105 00
7. Line 5 minus line 6 (if less than zero, enter zero)............................................................................. 7. 53105 00
/ /
Postmark date Code
9. Ohio nonrefundable credits – Ohio Schedule of Credits, line 33 (include schedule).....................................9. 330 00
10. Tax liability after nonrefundable credits (line 8c minus line 9; if less than zero, enter zero)........................10. 982 00
11. Interest penalty on underpayment of estimated tax (include Ohio IT/SD 2210)..........................................11. 00
12. Use tax due on Internet, mail order or other out-of-state purchases (see instructions).
Check here to certify that no use tax is due..................................................................................... ....12. 00
13. Total Ohio tax liability before withholding or estimated payments (add lines 10, 11 and 12)....................13. 982 00
14. Ohio income tax withheld (W-2, box 17; W-2G, box 15; 1099-R, box 12). Include W-2(s), W-2G(s)
and 1099-R(s) with the return......................................................................................................................14. 00
15. Estimated (2017 Ohio IT 1040ES) and extension (2017 Ohio IT 40P) payments and credit
carryforward from previous year return........................................................................................................15. 00
16. Refundable credits – Ohio Schedule of Credits, line 40 (include schedule)................................................16. 00
17. Amended return only – amount previously paid with original and/or amended return..............................17. 00
18. Total Ohio tax payments (add lines 14, 15, 16 and 17).............................................................................18. 00
19. Amended return only – overpayment previously requested on original and/or amended return...............19. 00
20. Line 18 minus line 19.....................................................................................................................................20. 00
If line 20 is MORE THAN line 13, skip to line 24. OTHERWISE, continue to line 21.
21. Tax liability (line 13 minus line 20). If line 20 is negative, ignore the "-" and add line 20 to line 13..............21. 982 00
22. Interest and penalty due on late filing or late payment of tax (see instructions)...............................................................22. 00
23. Total amount due (line 21 plus line 22). Include Ohio IT 40P (if original return) or IT 40XP (if
amended return) and make check payable to “Ohio Treasurer of State”............ AMOUNT DUE23. 982 00
24. Overpayment (line 20 minus line 13)...........................................................................................................24. 00
25. Original return only – amount of line 24 to be credited toward 2018 income tax liability.............................25. 00
26. Original return only – amount of line 24 to be donated:
a. Wishes for Sick Children b. Wildlife species c. Military injury relief
00 00 00
d. Ohio History Fund e. State nature preserves f. Breast / cervical cancer
00 00 00 Total..... 26g. 00
27. REFUND (line 24 minus lines 25 and 26g)..................................................................YOUR REFUND27. 00
Sign Here (required): I have read this return. Under penalties of perjury, I declare that, to the best of my knowledge If your refund is $1.00 or less, no refund will be issued.
and belief, the return and all enclosures are true, correct and complete. If you owe $1.00 or less, no payment is necessary.
. Nonrefundable Credits
1. Tax liability before credits (from Ohio IT 1040, line 8c)............................................................................... 1. 1312 00
2. Retirement income credit (limit $200 per return) (see instructions for table)............................................. 2. 00
3. Lump sum retirement credit – Ohio LS WKS, Section III, line 6 (include worksheet)............................... 3. 00
4. Senior citizen credit (must be 65 or older to claim this credit; limit $50 per return)................................ 4. 00
5. Lump sum distribution credit – Ohio LS WKS, Section IV, line 3 (include worksheet).............................. 5. 00
6. Child care and dependent care credit (see instructions for worksheet).................................................... 6. 00
7. Displaced worker training credit (see instructions for worksheet) (limit $500 per taxpayer)................... 7. 00
8. Campaign contribution credit for Ohio statewide office or General Assembly (limit $50 per taxpayer)...... 8. 0 00
11. Tax less credits (line 1 minus line 10; if less than -0-, enter -0-)............................................................. 11. 1312 00
12. Joint filing credit (see instructions). 10 % times the amount on line 11 (limit $650).....................................12. 131 00
14. Ohio adoption credit (limit $10,000 per adopted child)........................................................................ 14. 00
15. Job retention credit, nonrefundable portion (include a copy of the credit certificate).............................. 15. 00
16. Credit for eligible new employees in an enterprise zone (include a copy of the credit certificate).......... 16. 00
17. Credit for purchases of grape production property................................................................................. 17. 00
18. Invest Ohio credit (include a copy of the credit certificate)..................................................................... 18. 00
19. Technology investment credit carryforward (include a copy of the credit certificate).............................. 19. 00
20. Enterprise zone day care and training credits (include a copy of the credit certificate).......................... 20. 00
21. Research and development credit (include a copy of the credit certificate)............................................ 21. 00
22. Ohio historic preservation credit, nonrefundable carryforward portion (include a copy of the credit
certificate)............................................................................................................................................... 22. 00
23. Total (add lines 12 through 22)............................................................................................................... 23. 131 00
24. Tax less additional credits (line 11 minus line 23; if less than -0-, enter -0-)............................................ 24. 1181 00
294 96 5152 8
Nonresident Credit
30. Divide line 28 by line 29 and enter the result here (four digits; do not round). .1687
Multiply this factor by the amount on line 24 and enter
the result here.................................................................30. 199 00
.
31. Enter the 2017 income tax, less all credits other than
withholding and estimated tax payments and overpayment
carryforwards from previous years, paid to other states or
the District of Columbia (limits apply).............................. 31. 232 00
32. Enter the smaller of line 30 or line 31. This is your Ohio resident tax credit. Enter the two-letter
state abbreviation in the boxes below for each state in which income was subject to tax...................... 32. 199 00
GA
33. Total nonrefundable credits (add lines 10, 23, 27 and 32; enter here and on Ohio IT 1040, line 9)... 33. 330 00
Refundable Credits
34. Historic preservation credit (include a copy of the credit certificate)....................................................... 34. 00
35. Job creation credit and job retention credit, refundable portion (include a copy of the credit certificate)....35. 00
36. Pass-through entity credit (include a copy of the Ohio K-1s).................................................................. 36. 00
37. Motion picture production credit (include a copy of the credit certificate)............................................... 37. 00
38. Financial Institutions Tax (FIT) credit (include a copy of the Ohio K-1s)................................................. 38. 00
39. Venture capital credit (include a copy of the credit certificate)................................................................ 39. 00
40. Total refundable credits (add lines 34 through 39; enter here and on Ohio IT 1040, line 16).............. 40. 00