Tax Return file 1040 help PDF

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Electronic Filing Instructions for your 2019 Federal Tax Return Important: Your taxes are not finished until all required steps are completed.

Jamie M Sommers 5660 SW 180th Ave Beaverton, OR 97078-3243 |

Balance | Your federal tax return (Form 1040) shows a refund due to you in the Due/ | amount of $758.00. Your tax refund should be mailed to you within Refund | three to four weeks after your return is accepted. ______________________________________________________________________________________ | | | The IRS issued more than 9 out of 10 refunds to taxpayers in less | than 21 days last year. The same results are expected in 2020. To | get your estimated refund date from TurboTax, log into My TurboTax at | www.turbotax.com. If you do not receive your refund within 21 days, | or the amount you get is not what you expected, contact the Internal | Revenue Service directly at 1-800-829-4477. You can also check | www.irs.gov and select the "Where's my refund?" link. ______________________________________________________________________________________ | | What You | Your Electronic Filing Instructions (this form) Need to | Printed copy of your federal return Keep | ______________________________________________________________________________________ | | 2019 | Adjusted Gross Income $ 15,860.00 Federal | Taxable Income $ 3,660.00 Tax | Total Tax $ 368.00 Return | Total Payments/Credits $ 1,126.00 Summary | Amount to be Refunded $ 758.00 | Effective Tax Rate 2.32% ______________________________________________________________________________________ |

When Will You Get Your Refund?

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Hi Jamie, We just want to thank you for using TurboTax this year! your taxes easy and accurate, year after year.

It's our goal to make

With TurboTax Federal Free Edition: - Your filed return has 100% guaranteed accurate calculations* - You received a printed copy of your return with supporting documents for your records Many happy returns from TurboTax.

Form

1040 U.S. Individual Income Tax Return 2019 (99)

Department of the Treasury—Internal Revenue Service

Filing Status Check only one box.

Single

OMB No. 1545-0074

Married filing separately (MFS)

Married filing jointly

IRS Use Only—Do not write or staple in this space.

Head of household (HOH)

Qualifying widow(er) (QW)

If you checked the MFS box, enter the name of spouse. If you checked the HOH or QW box, enter the child’s name if the qualifying person is

Jamie M If joint return, spouse’s first name and middle initial

Sommers

265-16-6451

Last name

Spouse’s social security number

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

Apt. no.

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

5660 SW 180th Ave City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions).

Beaverton OR 97078-3243 Foreign country name

Standard Deduction

Someone can claim:

Age/Blindness

You:

• Head of household, $18,350 • If you checked any box under Standard Deduction, see instructions.

You as a dependent

If more than four dependents,

Your spouse as a dependent

Spouse itemizes on a separate return or you were a dual-status alien

(1) First name

Standard Deduction for— • Single or Married filing separately, $12,200 • Married filing jointly or Qualifying widow(er), $24,400

Foreign postal code

Foreign province/state/county

Were born before January 2, 1955

Are blind

Was born before January 2, 1955

Spouse:

Is blind

Child tax credit

Last name

1

Wages, salaries, tips, etc. Attach Form(s) W-2 .

2a

Tax-exempt interest .

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2a

b Taxable interest. Attach Sch. B if required

2b

3a

Qualified dividends .

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3a

b Ordinary dividends. Attach Sch. B if required

3b

4a

IRA distributions .

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4a

b Taxable amount

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4b

Pensions and annuities .

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4c

d Taxable amount

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4d

5a

Social security benefits .

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5a

b Taxable amount

6

Capital gain or (loss). Attach Schedule D if required. If not required, check here

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7a

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Other income from Schedule 1, line 9

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Credit for other dependents

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Add lines 1, 2b, 3b, 4b, 4d, 5b, 6, and 7a. This is your total income

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8a

Adjustments to income from Schedule 1, line 22

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9

Standard deduction or itemized deductions (from Schedule A)

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15,860.

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7a

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15,860. 15,860.

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Qualified business income deduction. Attach Form 8995 or Form 8995-A .

11a

Add lines 9 and 10 .

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Taxable income. Subtract line 11a from line 8b. If zero or less, enter -0-

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.

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12,200.

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11a .

11b

12,200. 3,660. Form

1040 (2019)

Page 2

Form 1040 (2019) 12a b 13a

Add Schedule 2, line 3, and line 12a and enter the total Child tax credit or credit for other dependents .

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368.

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368.

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Subtract line 13b from line 12b. If zero or less, enter -0-

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14

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Other taxes, including self-employment tax, from Schedule 2, line 10 .

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15

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Add lines 14 and 15. This is your total tax .

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Federal income tax withheld from Forms W-2 and 1099

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Other payments and refundable credits:

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No . .

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Schedule 3, line 14 .

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Add lines 18a through 18d. These are your total other payments and refundable credits

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American opportunity credit from Form 8863, line 8 .

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c

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Additional child tax credit. Attach Schedule 8812 .

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Earned income credit (EIC) .

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21a

Amount of line 20 you want refunded to you. If Form 8888 is attached, check here

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If line 19 is more than line 16, subtract line 16 from line 19. This is the amount you overpaid . .

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Add lines 17 and 18e. These are your total payments .

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Amount of line 20 you want applied to your 2020 estimated tax .

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Estimated tax penalty (see instructions) .

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(Other than paid preparer)

Designee’s

Paid Preparer Use Only

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X X X X X X X X X X X X X X X X X X X X X X X X X X

Third Party Designee

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

1,126. 758. 758.

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Do you want to allow another person (other than your paid preparer) to discuss this return with the IRS? See instructions.

Here

368. 0. 368. 1,126.

18a

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Direct deposit?

Amount You Owe

4972 3

Add Schedule 3, line 7, and line 13a and enter the total

• If you have nontaxable combat pay, see instructions.

Refund

8814 2

14

b

• If you have a qualifying child, attach Sch. EIC.

Tax (see inst.) Check if any from Form(s): 1

Yes. Complete below. 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.

Your signature

Date

Spouse’s signature. If a joint return, both must sign.

Date

Phone no. Preparer’s name

Email address

If the IRS sent you an Identity Protection PIN, enter it here (see inst.)

Your occupation

Cashier Spouse’s occupation

Preparer’s signature

Date

If the IRS sent your spouse an Identity Protection PIN, enter it here (see inst.)

PTIN

Check if: 3rd Party Designee Self-employed

Self-Prepared BAA

REV 01/29/20 TTO

Electronic Filing Instructions for your 2019 Oregon Tax Return Important: Your taxes are not finished until all required steps are completed.

Jamie M Sommers 5660 SW 180th Ave Beaverton, OR 97078-3243 |

Balance | Your Oregon state tax return (OR Form 40) shows a refund due to you Due/ | in the amount of $380.00. Your tax refund should be mailed to you Refund | within three to four weeks after your return is accepted. ______________________________________________________________________________________ | | | Before you call the Oregon Department of Revenue with questions about | your refund, give them three to four weeks processing time from the | date your return is accepted. If then you have not received your | refund, or the amount is not what you expected, contact the Oregon | Department of Revenue directly at 1-800-356-4222. From outside of | Oregon use 1-503-378-4988. You can also visit the Oregon Department | of Revenue web site at https://revenueonline.dor.oregon.gov/tap/_/#4. ______________________________________________________________________________________ | | What You | Sign and date Form EF within 1 day of acceptance. Need to | Sign | ______________________________________________________________________________________ | | Do Not | Do not mail a paper copy of your tax return. Since you filed Mail | electronically, the Oregon Department of Revenue already has your | return. ______________________________________________________________________________________ | | What You | Your Electronic Filing Instructions (this form) Need to | - Form EF and attachment(s) Keep | Printed copy of your state and federal returns | State copies of Forms W-2, W-2G, 1099-G, and any other 1099s | Copy of another state's return and proof of tax payment, if applicable | Proof of payment of a political contribution, if applicable ______________________________________________________________________________________ | | 2019 | Taxable Income $ 13,222.00 Oregon | Total Tax $ 738.00 Tax | Total Payments/Credits $ 1,118.00 Return | Amount to be Refunded $ 380.00 Summary | ______________________________________________________________________________________ |

Where's My Refund?

Page 1 of 1

Form OR-EF

Office use only

Page 1 of 2, 150-101-339 (Rev. 08-09-19, ver. 01)

Oregon Department of Revenue

01610001011555

Oregon Individual Income Tax Declaration for Electronic Filing

Tax year Don’t mail this form to the Oregon Department of Revenue

2019

First name

Last name

Social Security number (SSN)

JAMIE

SOMMERS

265-16-6451

Spouse’s first name

Spouse’s last name

Spouse’s SSN

Current mailing address

5660 SW 180TH AVE City

State

ZIP code

Phone

BEAVERTON

OR

97078-3243

(555) 555-5555

Part I—Tax return information (whole dollars only)

380.00

1. Net refund (Form OR-40, Form OR-40-N, or Form OR-40-P) ........................................................................... 1. 2. Amount you owe (Form OR-40, Form OR-40-N, or Form OR-40-P) ................................................................ 2.

Part II—Direct deposit of refund or direct debit (see instructions) 3. Routing number

Caut ion: Oregon is unable to change account information. Verify that your banking information is correct. Entering incorrect information will

4. Account number

cause a delay in your refund or rejection of your payment.

5. Type of account

Checking or

Savings

Part III—Declaration of taxpayer(s) 6a.

I consent that my refund be directly deposited as designated in the electronic portion of my Oregon income tax return (Form OR-40, Form OR-40-N, or Form OR-40-P). If I have filed a joint return, this is an irrevocable appointment of my spouse as an agent to receive the refund.

X

6b.

I am receiving a refund but I don’t want to receive it by direct deposit.

6c.

I consent that the return payment is made by direct debit using the account designated above. If I have filed a joint return, I am authorizing this payment on behalf of my spouse and myself.

6d.

I am not receiving a refund or making an electronic payment.

Under penalties for false swearing, I declare that I have compared the information contained on my return with the information I have provided to my electronic return originator (ERO) or online service provider (OLSP) and that the amounts described in Part I above agree with the amounts shown on the corresponding lines of my Oregon income tax return. To the best of my knowledge and belief, my return is true, correct, and complete. I consent that my return, including this declaration and accompanying schedules and statements, be forwarded upon request to the Oregon Department of Revenue (DOR) by my ERO or OLSP. If the processing of my return, payment, or refund is delayed, I authorize the department to disclose to my preparer the reason(s) for the delay and the date the payment was posted to my account or the refund was sent. Sign here

Your signature

Date

Spouse’s signature (if filing jointly, both must sign)

Date

➤X X

1555

REV 01/12/20 TTO

Form OR-EF Page 2 of 2, 150-101-339 (Rev. 08-09-19, ver. 01)

Oregon Department of Revenue

01610001021555

Part IV—Declaration of electronic return originator (ERO) or paid preparer I declare that I have reviewed the above taxpayer’s return and that the entries on this form are complete and correct to the best of my knowledge. If I am only a collector, I am not responsible for reviewing the return and only declare that this form accurately reflects data on the return. The taxpayer will ha...