2013 Tax Return
2013 Tax Return
Important: Your taxes are not finished until all required steps are completed.
Page 1 of 1
Hi Robert and Heidi,
We just want to thank you for using TurboTax this year! It's our goal to make
your taxes easy and accurate, year after year.
Also included:
- We e-filed your federal returns for free, so you could get your refund
the fastest way possible.
- We provide the Audit Support Center free of charge, in the unlikely
event you get audited.
}
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 84,384.
Attach
Form(s) W-2 8a Taxable interest. Attach Schedule B if required. 8a 21.
here. Also b Tax-exempt interest. Do not include on line 8a. 8b
attach
Form(s) 9a Ordinary dividends. Attach Schedule B if required. 9a 28.
1099-R if tax b Qualified dividends (see instructions). 9b 28.
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 84,433.
Adjusted
gross 16 Educator expenses (see instructions). 16
income 17 IRA deduction (see instructions). 17
18 Student loan interest deduction (see instructions). 18
21 Subtract line 20 from line 15. This is your adjusted gross income. a 21 84,433.
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. BAA Form 1040A (2013)
REV 01/27/14 TTO
Form 1040A (2013) Page 2
Tax, credits, 22 Enter the amount from line 21 (adjusted gross income). 22 84,433.
and
payments
23a Check
if: {
You were born before January 2, 1949,
Spouse was born before January 2, 1949,
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 12,200.
• People who 25 Subtract line 24 from line 22. If line 24 is more than line 22, enter -0-. 25 72,233.
check any
box on line 26 Exemptions. Multiply $3,900 by the number on line 6d. 26 7,800.
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 64,433.
dependent,
see 28 Tax, including any alternative minimum tax (see instructions). 28 8,771.
instructions.
29 Credit for child and dependent care expenses. Attach
• All others:
Single or Form 2441. 29
Married filing 30 Credit for the elderly or the disabled. Attach
separately,
$6,100 Schedule R. 30
Married filing 31 Education credits from Form 8863, line 19. 31
jointly or
Qualifying 32 Retirement savings contributions credit. Attach
widow(er),
$12,200 Form 8880. 32
Head of 33 Child tax credit. Attach Schedule 8812, if required. 33
household,
$8,950 34 Add lines 29 through 33. These are your total credits. 34
35 Subtract line 34 from line 28. If line 34 is more than line 28, enter -0-. This is
your total tax. 35 8,771.
36 Federal income tax withheld from Forms W-2 and
1099. 36 16,558.
If you have
37 2013 estimated tax payments and amount applied
a qualifying from 2012 return. 37
child, attach 38a Earned income credit (EIC). 38a
Schedule
EIC. b Nontaxable combat pay
election. 38b
39 Additional child tax credit. Attach Schedule 8812. 39
40 American opportunity credit from Form 8863, line 8. 40
41 Add lines 36, 37, 38a, 39, and 40. These are your total payments. a 41 16,558.
42 If line 41 is more than line 35, subtract line 35 from line 41.
Refund This is the amount you overpaid. 42 7,787.
Direct 43a Amount of line 42 you want refunded to you. If Form 8888 is attached, check here a 43a 7,787.
deposit?
See a b
Routing a c Type: Checking Savings
instructions number 0 7 1 9 2 3 9 0 9
and fill in
43b, 43c, a d
Account
and 43d or number 7 2 3 3 0 9 4 7 0 0
Form 8888. 44 Amount of line 42 you want applied to your
2014 estimated tax. 44
Amount 45 Amount you owe. Subtract line 41 from line 35. For details on how to pay,
you owe see instructions. a 45
46 Estimated tax penalty (see instructions). 46
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. Steelworker (219)926-3731
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
for your records. PIN, enter it
Retired 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.
REV 01/27/14 TTO Form 1040A (2013)
ELECTRONIC POSTMARK - CERTIFICATION OF ELECTRONIC FILING
The Intuit Electronic Postmark shows the date and time Intuit received your federal tax return. The Intuit
Electronic Postmark documents the filing date of your income tax return, and the electronic postmark
information should be kept on file with your tax return and other tax-related documentation.
TIMELY FILING:
For your federal return to be considered filed on time, your return must be postmarked on or before
midnight April 15, 2014. Intuit’s electronic postmark is issued in the Pacific Time (PT) zone. If you are
not filing in the PT zone, you will need to add or subtract hours from the Intuit Electronic Postmark time
to determine your local postmark time. For example, if you are filing in the Eastern Time (ET) zone and
you electronically file your return at 9 AM on April 15, 2014, your Intuit electronic postmark will indicate
April 15, 2014, 6 AM. If your federal tax return is rejected, the IRS still considers it filed on time if the
electronic postmark is on or before April 15, 2014, and a corrected return is submitted and accepted
before April 20, 2014. If your return is submitted after April 20, 2014, a new time stamp is issued to
reflect that your return was submitted after the IRS deadline and, consequently, is no longer considered
to have been filed on time.
If you request an automatic six-month extension, your return must be electronically postmarked by
midnight October 15, 2014 If your federal tax return is rejected, the IRS will still consider it filed on time
if the electronic postmark is on or before October 15, 2014, and the corrected return is submitted and
accepted by October 20, 2014.
Page 1 of 1
Form Indiana Full-Year Resident Due April 15, 2014
IT-40
State Form 154
2013 Individual Income Tax Return
(R12 / 9-13) If filing for a fiscal year, enter the dates (see instructions) (MM/DD/YYYY):
from to:
Place “X” in box if applying for ITIN Place “X” in box if applying for ITIN
Your first name Initial Last name Suffix
ROBERT W MEYER
If filing a joint return, spouse’s first name Initial Last name Suffix
HEIDI J MEYER
Present address (number and street or rural route)
Place “X” in box if you are
835 WOODLAWN AVE married filing separately.
City State Zip/Postal code
CHESTERTON IN 463040000
Foreign country 2-character code (see pg. 6 ) School corporation number (see pages 55 and 56 )
6470
Enter below the 2-digit county code numbers (found on the back of Schedule CT-40) for the county where you lived and
worked on January 1, 2013.
County where County where County where County where
you lived 64 you worked 64 spouse lived 64 spouse worked 64
Round all entries
1. Enter your federal adjusted gross income (AGI) from your federal tax return (from Form 1040,
line 37; Form 1040A, line 21; or from Form 1040EZ, line 4)___________________ Federal AGI 1 84433.00
2. Enter amount from Schedule 1, line 8, and enclose Schedule 1 ________ Indiana Add-Backs 2 .00
3. Add line 1 and line 2 ____________________________________________________________ 3 84433.00
4. Enter amount from Schedule 2, line 12, and enclose Schedule 2 _______ Indiana Deductions 4 2500.00
5. Subtract line 4 from line 3 __________________________________ Indiana Adjusted Income 5 81933.00
6. You must complete Schedule 3. Enter amount from Schedule 3, line 5,
and enclose Schedule 3 ______________________________________ Indiana Exemptions 6 2000.00
7. Subtract line 6 from line 5 _____________________________________ State Taxable Income 7 79933.00
8. State adjusted gross income tax: multiply line 7 by 3.4% (.034)
(if answer is less than zero, leave blank) ____________________ 8 2718.00
9. County tax. Enter county tax due from Schedule CT-40
(if answer is less than zero, leave blank) ____________________ 9 400.00
10. Other taxes. Enter amount from Schedule 4, line 4 (enclose sch.) 10 .00
11. Add lines 8, 9 and 10. Enter total here and on line 15 on the back ___________ Indiana Taxes 11 3118.00
d. Place an “X” in the box if refund will go to an account outside the United States
23. If line 15 is more than line 14, subtract line 14 from line 15. Add to this any amount on line 20
(see instructions on page 12) ____________________________________________________ 23 .00
24. Penalty if filed after due date (see instructions) ______________________________________ 24 .00
25. Interest if filed after due date (see instructions) ______________________________________ 25 .00
26. Amount Due: Add lines 23, 24 and 25______________________________ Amount You Owe 26 .00
Do not send cash. Please make your check or money order payable to:
Indiana Department of Revenue. Credit card payers must see instructions.
Sign and date this return after reading the Authorization statement on Schedule 7. You must enclose Schedule 7.
_____________________________________________________ _________________________________________________
Your Signature Date Spouse’s Signature Date
• If enclosing payment mail to: Indiana Department of Revenue, P.O. Box 7224, Indianapolis, IN 46207-7224.
• Mail all other returns to: Indiana Department of Revenue, P.O. Box 40, Indianapolis, IN 46206-0040.
Number of months rented Enter the lesser of $3,000 or amount of rent paid 1 .00
2. Homeowner’s residential property tax deduction
Address where property tax was paid if different from front page (enter below)
Number of months lived there 12 Amount of property tax paid $ 2849 .00
Enter the lesser of $2,500 or the amount of property tax paid _____________________________ 2 2500.00
3. State tax refund reported on federal return ___________________________________________ 3 .00
10. Nontaxable portion of unemployment compensation (from line 7 of Unemployment Comp. Worksheet) 10 .00
11. Other Deductions: See instructions (attach additional sheets if necessary)
Enter number you are eligible to claim x $1500: you MUST enclose Schedule IN-DEP __ 2 .00
1. Use tax on out-of-state purchases from line 4 of Sales/Use Tax Worksheet __________________ 1 .00
2. Household employment taxes. Enclose Schedule IN-H __________________________________ 2 .00
3. Recapture of Indiana’s CollegeChoice 529 credit. Enclose Schedule IN-529R ________________ 3 .00
4. Add lines 1 through 3. Enter here and on Form IT-40, line 10. Total Other Taxes 4 .00
1. Indiana state tax withheld: enclose W-2s, 1099s showing state tax withholding amounts ________ 1 2869.00
2. Indiana county tax withheld: enclose W-2s, 1099s showing county tax withholding amounts _____ 2 422.00
3. Estimated tax paid for 2013: include any extension payment made with Form IT-9 ____________ 3 .00
4. Unified tax credit for the elderly ____________________________________________________ 4 .00
5. Earned income credit: enclose Schedule IN-EIC and enter amount from line A-3 _____________ 5 .00
6. Lake County residential income tax credit ____________________________________________ 6 .00
7. Economic development for a growing economy credit. Enter amount from Schedule IN-EDGE,
line 19 (enclose schedule) ________________________________________________________ 7 .00
8. Economic development for a growing economy retention credit. Enter amount from
Schedule IN-EDGE-R, line 19 (enclose schedule) ______________________________________ 8 .00
9. Add lines 1 through 8. Enter total here and on Form IT-40, line 12 ______________ Total Credits 9 3291.00
2. Out-of-state income Complete if you and/or your spouse (if filing a joint return) received any salary, wage, tip and/or commission
income from Illinois, Kentucky, Michigan, Ohio, Pennsylvania or Wisconsin. Enter two-digit code number from the back of Schedule CT-40
for state where you and/or your spouse worked.
State where you worked Your income State where spouse worked Spouse’s income
$ .00 $ .00
5. Date of death
If any individual listed at the top of the IT-40 died during 2013, enter date of death (MM/DD) (see instructions on page 51 ).
I authorize the Department to discuss my return with my Paid Preparer: Firm’s Name (or yours if self-employed)
personal representative (see page 52 ).
PTIN
Telephone
number Address
Address City
1. Enter the amount from IT-40, line 7. Note: If both you and
your spouse lived in the same county on January 1, enter the Column A - Yourself Column B - Spouse’s
entire amount from Form IT-40, line 7 on line 1A (do not
complete Column B). See instructions on page 52___________ 1A 79933 .00 1B .00
2. If you claimed a non-Indiana locality earnings deduction on
Schedule 2, line 8, enter the amount here. If not, leave blank__ 2A .00 2B .00
3. Add lines 1 and 2 (if less than zero, leave blank) ____________ 3A 79933 .00 3B .00
4. Enter the resident rate from the county tax chart on the back of
this schedule for the county where you lived on Jan. 1, 2013 __ 4A . 0050000 4B .
9. Enter total of line 6 minus line 8. Enter this amount on line 9 of Form IT-40 ___________________ 9 400.00
Name(s) shown on Form IT-40, IT-40EZ, IT-40PNR or IT-40RNR Your Social Security Number
1. IT-40
2. IT-40EZ
3. IT-40PNR
4. IT-40RNR
2013 INDIANA
Barcode Datasheet
Submission ID
First Name(s) and Middle Initial(s) Last Name Your Social Security Number Spouse’s Social Security Number
ROBERT W MEYER 307 62 9766 306 76 4252
Spouse’s First Name(s) and Middle Spouse’s Last Name Street Address
Initial(s) 835 WOODLAWN AVE
HEIDI J MEYER
City State Zip Code Daytime Telephone Number
CHESTERTON IN 463040000 2199263731
o t
1. Federal Adjusted Gross Income ..................................................................................
2.
84433.
79933.
N
3. Total Indiana Tax .........................................................................................................
4.
3118.
2869.
o
D a i l
5. Total County Tax Withheld ...........................................................................................
6.
422.
3291.
M
7. Refund ........................................................................................................................ 7. 173.
8. Amount You Owe ........................................................................................................ 8.
9. Routing number 0 7 1 9 2 3 9 0 9 Note: The first two digits of the routing number must be 01 - 12 or 21 - 32.
My request for direct deposit of my refund includes my authorization for the Indiana Department of Revenue to furnish my
financial institution with my routing number, account number, account type, and social security number to insure my refund is
properly deposited.
If I have filed a balance due return, I understand that if the IDOR does not receive full and timely payment of my tax liability, I I
will remain liable for the tax liability and all applicable interest and penalties.
Under penalties of perjury, I declare that the amounts in Part I above agree with the amounts on the corresponding lines of the
N
electronic portion of my 2013 income tax return. To the best of my knowledge and belief, my return is true, correct and complete.
I consent to allow my transmitter to send my return, this declaration, and accompanying schedules and statements to the IDOR.
D
I also consent to the IDOR sending an acknowledgement of receipt of transmission and an indication of whether or not my return
is accepted, and, if rejected, the reason(s) for the rejection.
I
A
N
Please sign here ► _________________________ ____________ __________________________ ___________
Taxpayer’s Signature Date Spouse’s Signature Date A
1555 REV 01/24/14 TTO