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Elizabeth Warren Tax Returns

Elizabeth Warren Tax Returns

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Summary of Tax Returns for Elzabeth Warren and Bruce Mann

2011

2010

2009

2008

Total Federal Income Charitable Contributions tax)

616,181 17,209 159,207 31,845 25.84% (a) 5.17%

954,721 27,816 267,250 49,853 27.99% 5.22%

980,670 24,442 282,210 51,345 28.78% 5.24%

831,021 26,534 235,382 43,419 28.32% 5.22%

Total Federal Tax Paid (excluding self-employment Total MA Tax Due (before credit for DC taxes) Federal Effective Tax Rate

MA Effective Tax Rate (excluding credit for taxes paid to DC)

(a) The 2011 effective contribution in 2011.

rate is 2% less than the 2010 rate due for a retirement plan (SEP)

to there being a deduction

Form

1040

Oepal1men1 clth.

Treasury

-

Inlema!

Revenue

5efvic.

U.S. Individual Income Tax Return
for Ihe 'ffilr Jan 1 • Dec 31, 2008, or other tax year beqinnjnq
VDW'wsiname

2008
, 2008. emflllq

1(99)

IRS

IJ>;e

Only -

,20

Label
(See iI'I.slrur::lions.j

Ml

I

Do naI Wlile or
OMB Your soctal

.,apt. in lIIis """".
No. 154!HJ07.

lBsI """'"

$Ccurtly numbe,

Bruce
_

Use the IRS label. Othel'Nise, please print Ottype. Presidential Election Campaign

u a lolnt return.

H
seccse's Nr51
natnl:

Mann
lasInome Spouse-Ii sodzl5ecurily numbe,

Elhabeth
addr_lnurnbor """ slreerj.llyou

""

A

Warren
Apartmenl
DO.

have a P.Q. box,seein&1ru<:I!cra.

Oly.

,own or posI QtfJce. N you have • loreion

addf .........

lnstru!:Uons.

Sial.

ZIP code

!
~

You muslenlet your social security number{s) above.

!

Cambridge
~ 1 2 3 SIngle X Married filingjoinlly (even it only 0I1e had income) Married liling sepat3lely. [Iller spouse'sSSN above & lui! name here. ~ 4

MA

02138
• • • • • • • ••

C1ieck here ij you, or ynul spouse Hling jointly, wall! 53 to gD 10 lhis 1lI1d? (see inslrooions).

I!]You

Checking a box below wilIllOI changeyour laJ or relund.

IE] Spouse

Filing Status
Check only one box.

5

0 Qualifying widow(el)

Head 01 household (with qualifying person). (See inslructions.} Illhe qualifying person is a child but not your dependent. enler this chitd's name here ~ with deflel!delll chid (see inSbu!lions)

_

Exemptions

lfmore than four dependenls see instruclions. d Total number of exemptions daimed •••••.••.•

Income
Allam Form{s} W·2 here, Also atlach fonns W·2G and l099-R if lax was withheld. Uyou didnol getaW.2. seeinstwdians.

.. ~.... 7 Wages, salaries, tips. etc. Attach Fonn(s} W-2 ••••• 8 a Taxable interest. Attach Schedule 6 jf required ·. b Tax-exempt interest. Do not Indude on line 8a ....... . 9 a Ordinary dividends. Allach Schedule B if required ~.. .. .. .. b Oualilieddividends (see inslrs) . .. .. .. .. ... .. ... .. .. .. .... ...... · 10
11

...

. ..

.. .

· ~i -s'hi .

Enclose, but do notanach.any paymenl Also. ~ea5euse arm 11l40..v.

Adjusted Gross Income

10 11 12 . .. 13 14 b Taxable amount (see instrs) · . 1Sb 15a IRA distributions. ••.••• 1 16a PensIons and annuilies • • • 1Ga b Taxable amounl (see instrs) · 1Gb 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E • · . 17 .. .... . " ...... ... .. ... 18 Fann Income or (loss). Attach Schedule F • ... . . 18 .. .. .. .. .. .. 19 Unemployment compensation ••••••• 19 20 a Social securily benefits. • • • • • 20 a b Taxable amount (see inslrs) - • 20b 21 21 OlIier income 22 22 Add the amounts in the far right column for lines 7 through 21. This is wur lotallncome. " .. .. .. ~.. .. .. .. 23 23 Educator expenses (see inslruclions) _, ...... ... allisls, and fee-basis 24 Cellainbusinessexpenses of reselViSlS. performing govemmel1l officials.Allam form 2106()12106-EZ••••••••• 24 25 25 Health savings account deductiOfl. Attach Form 8889 • • • • ,';-.'26 26 Moving expenses. Attach Form 3903. .' ••••••••••• 27 1.767. :..:':27 One-half of self-employment tax. Attach Schedule SE

Taxable refunds,credits.or oIIselS01stae and localincome taxes. (see instructions) ...... .. . .. .. .... .. .. ...... .. .. ... ... Alimony received. .... 12 Business income or (loss). Attach Schedule C or C-EZ _ • • • ... . . .... 13 Capita!gainor (loSS}. An Sm 0 ITreqil. U not reqd,ck here • • - . . 14 Other gains or (losses). Allach Form 4797 •

i . : '9'~

.

. ..

..

·. · . _

n
-

..

Add numb", Ott lines, . ilboy~ ......

1
10,011_ 2.440.

.. ·.

7 Sa 9a

688 974.

21

- •.

·. ·. - .

-

.

"

.
..

· . · . · . .. . ·. _ ........ ·. · . · . ... .......

2,397 .

15al

........

4

..

I
.. ¥

.. 0

131,855. -3 000.

..

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

¥

~

-

.
"

...

741.

I

I

..

I

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

,,".

"

....

"

...

-------------------------------------

..

831,021.

29 Self-employed health iIlSlllanre deduction (see insJructions) . . " ........... Penaliy on early withdrawal of sailings. . 30 31a NIIIltlIIJ paid b Recipienl'sSSN. • • ~ . 32 IRA deduction (see instruclions) • ., 33 Student loan Interest deducllon {see in6lructlons} 34 34 Tuition and fees deduction. Attach Form 8917 • • • • • • • 35 35 Domestic produclion aclMlies deduction. ARach Form 8903: • • • • • .. .. .. .. .. .. .. .. .. ........... " .......... 36 Add lines 23 • 31a and 32 • 35 • 37 Subtract line 36 from line 22. This is your adJustedgros.s Income. • •
29 30 31 a 32 33

28

Self.employed SEP. SIMPLE, and quaRried plans

- ...........
~ .. 4 ..

.........

.-~
'

. .... • .. ..

...
.. ..

28

"::~:>'.
. .. . ........
'

.

..

:'Hi
'.-:

.........

..

"

.... · . ...
"

...

..

........

~

.. .. 36
37

..

·-... ·~.-l_..; :":.

:~;~~~i .
./~ ..
1,767. 829,254.
Form 1040 (2008)

BAA For DIsclosure,

Privacy Act, and Paperwork

ReductJon Act Notice, see instructIons.

FOlAlln2

10113101!

I
i
Form 1040 (2008)

!

Bruce H Mann & Elizabeth

A Warren

Page 2

Tax and

Credits

I
I
I

235,382.

I I

52 53 54
'---------' 55 56

Child lax crellil (see inS1ruclionsj.Mach form 8901 if required • . • • • • ~52:;_1Crellis fram Form; a Olher
CIS

Irom Form: a

0 8396 b 08839 c 05695 ... 0 3800 b 0 8801 c 0

--I
-l

1-53-'-1f...t...:54:..:_..L-

----i
. . . .,

Add lines 47 through 54. These ale your total credits Subtraclline

. •• • • . • • . . _. . •

57 Other Taxes
58
59

.•. . ., .. 56 235 , 3 a 2 . Sell-empioymenttax. AUach Schedule S£ . • . • - • • • • • • • • • • • • • • • • • • . • • • • _ ., 57 3 533. Unreportedsocial seturny and Medlcale lax from form: a 0-4137 b 08919 • • • . • • .. '" .I-"S-s-+------=.t..::=-:::....:....
55 from line 46. If line 55 is more than Une 46. enter -0- • AdrliliGna'lax on IRAs, ethel qualified reliremen).E',ans,!!Ie. Anach Form 5329 if required Addilianal taxes: a

~~------------55

60 61

Add lines 56-60. This is '1OUt tolallax
Federal income lax wilhheld

0 MIC payments

b ••.•

U Household employmenllaxes. Allach ScheduleH
62
r:6;:.3-+...

. • . . . . • • • . . 1-='59:......1_ . • . . . • 60 • . . • • • . . • • • • • . • • . • . . • . • . .• .. !-6=-'1:-t~---:2~3:-:a::---c9:--1-5=--_

Payments
II you have a qualifying child, attaeh Schedule EIC.

62

from Forms W·2 and 1099

157

199.

63

2008 eSlimaled lax paymenls

and amount applied Ir!l"l2001 relutn - ••
.-

__-,6:.:6::.c,!..:3:::.1=2..;--j-

r

64 a Earned income credit (Ere) - - - - - . - _ . .. . . ... b NOillaxabiecombal pay ejection.

.[64 bl

:g~(::
t....:.65=:--i1--t-"-6::.6+

64a

:~ ::,:: ~~:e:uD~4:en:D
Additional

65 66

Excess social security and tier 1 RRTA lax withheld (Seeinstrutlions) •• child lax credit AUach Form 8812. • • • • . • .• ~3~e:in~~~}
. . .. ..

-l;:+.:;.~-.,':
---l

.~.>
'. "

~

u

~B~S' :~ • _. 69
70 0..

69

Firsl-lime

homebuyer

credit. AUach Form 5405.

j~E
.~::.::
~ ..:.:~:

70

Recovery rebate credit (see worksheel)

" _..

Refund
Ofrect deposit?
See instructions and liD in 73b. 73c. and 73d or

71 Addfllles62lhrough 70. These are your !otalpayments •••••••.•.....•.•.. _ . .. 72 II line 11 is more than line 61. subllaclline 61lrom rme 71. This is the amDUR!yoo overpaid ...•••.••. 738 Amount of line 72 you want refunded to you. If Form 8888 is attached. check here • • ...
.. .. bRou!ing dAccoun! number number ••••• ••••

..

[xxxxxxxxx I .. c ·lxxxxxxxxxxxXXXXXX

Type:

n

Checking

J

0

0

71 !-"-72:::...I73a

223,511. _

Savings

1-:_..':';";.:.;:';~;:;,jl;I--------

FonnB888.

74 75 16 00

Amounl of line 7Z'jOUwanlapplied 10 your 2Oll9eslimatedlax
Estimated

_ ....

74

I
.• ."

,;-;.:(;::
.. 75

~":::
... ~.
-.:

Amount You Owe

Amount you owe. Subtract line 71 from line 61. for detais 011 how 10 pay. see instructions lax penally (see ins!nJclionl»
•.•••••.••••

Third Party
Oeslgnee

:roo want to "anow another
....

I 76 I
~

15,404 .

.

person 10 discuss JIis return with the IRS (see irlstruclions)?.
PlIono "tJ.

U Yes.

Complele

the following.
..

Oesignt!e's name

PetSO<1a!fdenlificallon numbel JPIN)

I!INo

Sign

Und .... penalU 01 pet{tny.1 ~_Ih.'1 .. belief, O1ey are ""e, COITI!C:i. and CDmjlIII!e. YoursigrlBture

have ... ami.ed Ihis telum and 1ICI:Cfi1panyfng
Oedatation 01 [lteparer (OIlIer 1han ""'payer)

ItI!edUIel; 811d stat_nls. and 10 lIIe besl cf tr!'f knawladge an<! Is bosed on all Infamalion 01 Whlcll pn!p8ler has ""y imcIIM<tdOe.

Here
Joint relum? See instructions. Keep a copy your records.

Date

ror

Use Only

Paid Preparer's

signelute

Preparet'S

"-

~

r..
Self-Prepared
~
PhonenD. fOlA0112

PrejlBfl!ts

SSN

QI PllN

Fkm·.nsme

~~~.
ZlPc:ode

.address. and

_fa~N~----

-----------Form 1040 {2OD8)

1011310&

r

-,

II
2008 Form 1
Massachusetts
F", 'he Y"'" JanuO<y 1 -

Resident Income Tax Return
ONLY
year Oecembe< 31. 2008 '" olhe<'."""'e

FOR FULL YEAR RESIDENTS

Ending

A WARREN

H MANN

CAMBRIDGE
2007 TP dec:easiod TOTAL"
Spouse deceased

02138
'-"_':;:

Nameladdr chgd .inca

Check if veteran 01U.S. armed lorces who served in Operation Enduring Freedom. Iraqi Freedomor Noble Eagle Slate Eleclion Campaign F~nd: Check il noncustodial parent 1 2 Filing status lsetect one only):
ElCemplions:

,.

You" Spou5l! ..

Spouse

X

$1 V~U Single

X

$1 Spouse. il ffingjointly

$2
Vou ..

Check if filing Schedule 70S

Check if under age 18

X Mal!ied JililJgjoint lelum

Married filing separate retlHJl

Head of hoosehold a Personal exemptions
b No. of dependents, d Blindness (Do not include yourself or your spouse.) Enter no. You t ..

..
x$700=c

a

8800

x $1.000 =b
x $2..200 =d 1 +2=e

a

cAge 65 or over before 2009 e 1 Medical/denial
f Total exemptlons.

Spouse:"

0
0 0

o

You +

Spouse;" 2AdDP~on ~

o

Add tines 2a through 2e. Enter here and on line 18

3 4 5 6 7

Wages. salaries. tips . Taxable pensions and an nuilies MA bank interest: a
Business/profession or rarm income or loss

o-

b .. empIfon

o

..

...

..

2f 3 4 5
6

8800 688974 0
0

Renlal. royalty and REMIC, partnership. S corporauon, trust income/loss b Massac:husells roUery winnings:

8 a Unemploymenl: 9 Olher income from Schedule X. line 5

.. • .. ..
...
return and enclosures Yes
OGle

7 Sa b

9
10

10 TOTAL 5.3% INCOME SIGN HERE. Under penalties of perjury, I declare lbalto Ute best of my knowledge and beliellhis
Yo", signatllrt Dal. Spouse', •• ",," (of filing joinllyJ

131855 741 0 0 0 821570

are true. correct and complete,
O&e

Ido no! Wan! prepare! 10lie my reluI" electronically

(lhismaydelayyoUl refund) ...

May the Oepartment of Revenue crISCI/55 lhis felumwith the prepa!1!I sIiown here?

..

Paid ",_er's SSN

Paid prepar"'-' slgnalUre

Paid prepar8l's phone

Paid "",par.,,'. ElN

SELF-PREPARED

L
IAAlA0t12 1~

_j
1030

r
2008 Form 1J Page 2 __
Massachusetts Resident Income Tax Return

11 a Amount paid 10 Social Security, Medicare, Raijroad, U.S. or Massachusetts Retirement b Amount your spouse paid 10Social Security. Medicare, Railroad, U.S. or Massachusell5 Retirement 12 13 Child under age 13, or disabled dependenUspouse care expenses Number of dependent member(s} of household under age 12, or dependents age 65 or over (nol you or your spouse) as of 12131/08, or disabled dependent(s)
Not more than two 14 Rental deduction a .. x $3,600

.. 11a .. 11 b .. 12

2000 2000

o

::: .. 13

a"

0
15

':2 = .. 14 .. 15 .. 16 17 18 19 .. 20 21 22

15 16 17 lB 19
20

Olher deductions from Schedule V,line 16 Total deductions.
Exemption

Add lines 11lhrough

5.3% INCOME AFTER DEOUCTIONS. Subtract line 16 from line 10. Not less than '0' amount
AND DIVIDEND

5.3% INCOME AFTER EXEMPTIONS. Subtract line 16 from line 17. Not less than '0'
INTEREST TOTAL

INCOME

21
22

"fAXABLE 5.3% INCOME. Add fines 19 and 20 ..
a"

TAX ON 5.3% INCOME.

Nole: IC choosing the optional5.85%tax rate. check and multiply

aoe 21 and the

4000 817570 8800 808770 10451 819221 43419

o o o

amounl in Schedule D.1ine 20 by .0585 23
24

12"10INCOME. Not less than '0'
TAX ON lONG-TERM

0

CAPITAL GAINS. Not less than '0'. Oed! if tiing Schedule D-IS

..
.. ..

x .12

=

23

o
o

.. 24

CheckHany excess exemptions wereused in calculating lines 20, 23or 24 25 O-ed~recaplUleamOll!ll 26 27 28 29 30 31 Be EOA UH HR II you qlUllily lor No Tall Slalus, check box andenter'0' Oil fine27 TOTAL INCOME TAX. Add lines 22 through 25 Limited Income Credit Other credils from Schedule Z. line 15 Total credits. Add ftnes 28 and 29 INCOME TAX AFTER CREOn-So Subtract line 30 from line 27. Not le'ss than '0'

.. 25 27 .. 28
.. 29

o
43419

3D
31

o o
43419

o

L

BE SURE TO INCLUDE THIS PAGE WITH FORM 1, PAGE 1

1030
WIlA0112 12/04108

.J

2008 Form 1, Page 3

I
.. 32a .. 32b

Massachusetts Resident Income Tax Return

32

Voluntary

Contributions:

a Endangered Wildlife Conservn
b Organ Transplant Fund

0
0

c Massachusetts d Massachusetts
e Massachusetts

AIDS Fund U.S, Olympic Fund Military Family Relief Fund If no use lax due enter '0' b SpOU5t!" PLUS CONTRIBUTIONS AND USE TAX. Add lines 31 through 33
'

.. 32c
.. 32d .. 32e

0
0 0

Total, Add fines 32a through 32e 33 34 35 36 37 38 39 40 41 42 43 44 45 46 Use tax due on out-or-state Health care penalty INCOME TAX AFTER Massachusetts purchases,

32 ..33
a+b=
34

a You"
CREDITS

income tax withheld applied to your 2008 estimated tax estimated tax payments ~

..

35
36

2007 overpayment 2008 MassachuseHs Payments

.. 37

43419 35839 0

..38
Amounl trom U.S, return ..

a

made with extension a Number 01qualifyingchildren

Earned Income Credil Refundable TOTAL. Overpayment. Refund. Film Credit

a

.. 39

1C.15~"40
.. 41 .. 42 43

Senior Circuit Breaker Credit Add lines 36 through 42 Subtract line 35 from tine 43 'you want applied to your 2009 estimated tax fine 45 {rom line 44, Mail 10: Massachusetts Type of accl: ~ DOR, PO Box 7001, Boston, MA 02204

0 0 0

35839

"44
.. 45

a
0 0

Amount of overpayment Subtract

.. 46

Direct deposit
Routing No. ...

of refund.

sa.mgs

AccDunl

No."

41

Tax due. Mafllo:

Massachusells

lnterest

a

OOR, PO Box 7002, Boston, MA 02204

Petlalty

..

a

M·2210 amt

..

o

.,47

..

7580
EX enclose Fonn M-2210

BE SURE TO INCLUDE

THIS PAGE WITH J"ORM 1, PAGE 1

L
_0112, 12104108

Form

1040 u.s. Individual
Your firsl name

Department or the Treasury

-

Inlernal Revenue Service

Income Tax Return
Last name

2009
, 2009,endin

IRS Use Only -

Do nol write or staple in this space. OMS No. 1545-0074 Your social security number

For the earJan 1· Dec31, 2009,or othertax

,20

Label
(See instructions.)

Bruce
If a joint return. spouse's first name

H
MI

Mann
Last name

Use the IRS label. Otherwise, please print or type. Presidential Election Campaign

I
Apartment no. Slale ZIP code

Spouse's

Elizabeth

A

Warren,

.

social

,

--

socurlty number
, .-'-"'~ "

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

I

City, town or post office. If you have a foreign-address.

see instruclions.

You must enter your social security number(s) above.

_. __ ._. .. __ ~ Checkhereif you, or your spouse if filingjointly,want$3 to goto thi5fund?(see insuucsons). Single 2 3 Marriedruing jointly (evenit onlyonehadincome) Marriedfiling separately. Ente!spouse's SSNabove& full namehere. .. 6a Yourself. 5 4

•••••••"

~

I!lYou

Checkinga box belowwill not changeyour tax or refund.

I!lSpouse

Filing Status
Check only one box.

0 Qualifyingwidow(er)with dependentchild(seeinstructions)
•••

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 ~

_

Exemptions

If someone can claim you as a dependent, do riot check box 6a •••

If more than four dependents, see instructions and check here ~

---'-::..t.......:...:====----------=c=:.;.;;=c:....---1r----------I---------+..!:c"'::="::..!_ live with you due to divorce ---------------------1r----------I---------+--==-(;e~ern~~~)o~ . _

b -'-""-:.L..== __' _._._._,_. _._. _-_. ._. _ _._._ ..,-._,_._. _._. • . _-_. _._. -.-_._._. _._. _._. _._._-,-_ ...,'-::-':::-'7-- ~~·6~f • wc:~~dren (2) Dependent's (3) Dependent's (4) c Dependents: social security relationship • lived number to you with you • First name Last name • did not

1--

~~~:sa~~e~~ed.

..:2:_

0

---------------------II----------j----------f----'---'--

---------------------1r----------I---------+--==-7 Wages, salaries, tips, etc. Attach Form(s) W-2 • 8 a Taxable interest. Attach Schedule B if required b Tax-exempt interest. Do not include on line 8a 9 a Ordinary dividends. Altach Schedule B if required b Oualfled dividends (see insus) • . . . _ • • • . • . . 10 11 12 13 14 Taxablerefunds,credits.Of offsetsot stateandlocalincometaxes(seelnsuucuons) Alimony received. _ . . • . • • . _ . • . _ . • • . • . Business income or (loss). Attach Schedule C or C-EZ. Capitalgainor ~055). n SchD if reqd.If notreqd,ck here • A Other gains or (losses). Attach Form 4797 '115al _ 16a ~

Dependants on 6c not entered above.

r===.

Income
Mach fonn(s) W-Z here.Also
attach Forms

W-ZG and 1099-R if tax was withheld. If youdid not geta W·2. seeinstructions.

0

15a IRA distributions 16a Pensions and annuities 17 Enclose. ut do b notattach,any payment. lso, A pleaseuse Fonn 1040-V. 18 19 21 22 23 24 25 26 27 28 29

IbTaxable amount (seeinstrs) b Taxable amount (see instrs) .•••• , •••••••• _,

Rental real estate, royallies, partnerships, S corporations, trusts, etc. Attach Schedule E • Farm income or (loss). Attach Schedule F ~~rer~g/~i'e~te~e~Oi~CI~~~I~~i~~)i~ e:'c:s~ a! S~.4.oo. . _•

20 a Socialsecuritybenefits.... Otherincome

I 20 al

.

Ib Taxable

~

.

amount (see instrs)

Adjusted Gross Income

Add the amounts in the far column for Educator expenses {see instructions} . , ••••••• _ •• Certainbusiness expensesol reservists.perlorming artists,andlee-basis government officials.AnachFarm2106or 210fi-EZ • • , . . • Health savings accounl deduction. Attach Form 8889 Moving expenses. Atlach Form 3903 ••••••••• One-half of self-employment tax. Attach Schedule SE Self-employed SEP, SIMPLE, and qualified plans Self-employedealthinsurancededuction(seeinsuunlons) h _

30 Penalty on early withdrawal of savings _ 31 a Alimonypaid b Recipient'sSSN•.• ~ 32 33 34 35 36 37 BAA For Disclosure, IRA deduction (see instructions) •••• Student loan interest deduction (see instructions) Tuition and fees deduction. Attach Form 8917 ••

Dorresuc productionactivaies deduction. ttachForm8903. A Addlines23 - 31aand32 . 35 ••..••••• _ •••
Subtract line 36 from line 22. This is Reduction income _ • Act Notice, see instructions.
FDIA0112 09117109

Privacy Act, and Paperwork

Form 1040 (2009)

Form 1040 (2009)

Bruce HMann
38 Amount 39a C:heck

Tax and Credits
Standard Deduction for • People who check any box on line 39a, 39b, or40b or who can be claimed as a dependent, see instructions. • All others: Single or Married filing separately, $5,700 Married filing jointly or Qualifying widow(er), $11,400 Head of household, $8,350 '---------,

if.

{8

& Elizabeth A Warren
gross income) January January •••• 2,1945. 2, 1945,

from line 37 (adjusted Spouse

You were bom before

was born before

b II your spouse itemizes on a separate return, or you were a dual-status alien, see instrs and ck here 40 a Itemized deductions (from Schedule A)

8

Blind. Blind.

Total

boxes ~ ~

checked

or your

standard deduction (see left margin) • • • • • , •

82 701. 895 859. 4 866. 890 993. 282 210.

b II you are increasing your standard deduction by certain real estate taxes, new motor vehicle taxes, or a net disaster loss, attach Schedule L and check here (see instructions). • • • • , . . • • • • ~ 41 42 43 44 45 46 47 48 49 50 51 52 53 54 Subtract line 40a from line 38 , , •••••••••• , • , •• , • , , ••.••• Exemptions. II line 38 is $125,100 or less and you did not provide housing to a Midwestern displaced individual. muniply $3,650 by the number on line fid. Otherwise, see instructions • . • , • . • • , Taxable income. Subtract line 42 lrom line 41. II line 42 is more than line 41, enter ·0· " • • , Tax (see instrs). Alternative Foreign Education Retirement Check if any tax is from: tax (see instructions). Form a

b
minimum Add lines 44 and 45 tax credit. credits savings

0 0

Form(s)

8814 •

Form 4972 Form 6251

Attach •••

•,,••,••••••••••• 1116 if required

Attach

Credit for child and dependent care expenses. Mach Form 2441 from Form 8863, contributions line 29 • • • • • • Attach Form 8880 , c 05695 c credits enter -0 .. • credit.

Child tax credit Credits from Form:

(see instructions). a0 8396 3800

, •••••••••.

b 08839 b0
8801 are your total

Other crs from Form: a 0 Add lines 47 through Subtract

53. These

line 54 from line 46. If line 54 is more than line

56

Sell· employment tax. Attach Schedule SE , • • • • • • • • • , • , • • • . ,

Other Taxes

57 58 59 60 61 62

Unreported social security and Medicare tax from Form: a 04137
Additional taxes: a 0 Add lines 55·59. This is Federal income AEIC payments lotallax"...."..., from Forms W-2 and 1099

b0

8919 •.••. Schedule H

Additional tax on IRAs, other qualified retiremen!.E!.ans etc, Attach Form 5329 il required ..

b

U Household employment taxes. Mach

Payments
If you have a qualifying child, attach

tax withheld

2009 estimated tax payments and amount applied lrom 2008 return Making work pay and government retiree credit. Mach Schedule M income credit (EIC). b Nontaxable combat pay election •.• Additional Refundable First-time child tax credit. Attach education homebuyer credit from credit. Attach

63

r

64 a Earned

.••.••,.
~ .__6_4---1. Form 8812 Form 8863, • line 16. •,, , -I

,-S_c_h_e_d_u_le_E_IC_'_1 5 6 66 67 68 69 70 71

1--+----------1:',:,':

Form 5405.

Amount paid with request for extension to file (see instructions) Credits from Form: Add Ins

Excess social security and tier 1 RRTA tax withheld (see instructions)

a

02439

b0

4136

c

0

8801

d 08885

& 65·70. These are of line 72 you want number number •.•• •,•• refunded

Refund
Direct deposit? See instructions and fiJI in 73b, 73c, and 73d or Form 8888.

72
..

II line 71 is more than line 60, subtract line 60 from tine 71. This is the amount you overpaid

73a Amount b Routing

to

If Form 8888 is attached,

check

here 0

••

~

0

Checking

Savings

.. d Account
74 75 76 Estimated

Amount 01 line 72

Amount You Owe Third Party Designee Sign Here
Joint retum? See instructions. Keep a copy for your records.

tax
Phone no. Personal identificalion number (PIN)

Do you want to allow another person to discuss this return with the IRS (see instructions)? •
Designee's name ... ...

Under penaUies 01 perjury,! declare Ihall have examined this rei urn and accompanying schedules and statements, and to the best of my knowledge and belief. Ihey are true. correct, and complete. Declaralion of preparer (other than laxpayer) is based on all informalion of which preparer has any knowledge. Your signature Dale Your occupalion Daytime phone number

Paid Preparer's Use Only
Form 1040 (2009)
FDlAOl12 09117/09

r
2009 Form 1
Massachusetts
, FOR FULL YEAR
For (he year January 1 Beginning

II~II
Resident Income Tax Return
RESIDENTS ONLY
01

~_IIIII

-,

December 31, 2009 Ending

other taxable year

BRUCE ELIZABETH
1
Apt no.

rs's

~ (Do not include

H MANN

.,..

321
:. 111 1

A

WARREN

...
X
X

1If11
SP deceased

TP deceased

Name/addr chgd since 2008

Check if veteran of U.S. armed forces who served in Operation Enduring Freedom, Iraqi Freedom orNoble Eagle State Election Campaign Fund: Check if noncustodial par ent Filing status

~

You

~

Spouse

X

$1 You

$1 Spouse, if filing jointly

TOTAL

~

$2
You ~ Spouse ~

Check if ijling Schedule TDS Single

Check if under age 18

(select one only):

Married filing joint return

Married filing separate renrn

Head of household

2

Exemptions: a Personal exemptions yourself You
t t

~
or your spouse.) Spouse = Spouse =
~

a =b

8800

b No. of dependents.
cAge d Blindness

Enter no.

x$1.000

65 or over before 2010

x $700 =c

e 1 MedicaVdental f Total exemptions. 3 4 5
6 Wages, Taxable salaries, pensions tips and annuities a or farm income

o

You

~

2 Adoption ~

o

x $2,200 =d 1 + 2 =e ~ 2f 3

o o o
o

Add lines 2a through

2e. Enter here and on line 18

8800 812736

~

4
5 6

o
o

MA bank interest: Business/profession Rental, royalty

1 0 82 0
or loss S corporation, partnership,

-b

exemption

200
~
~ ~

7

and REMIC,

trust incomelloss

7
8a b

10620 157628 350

8 a Unemployment: b Massachusetts 9 10
Other income lottery winnings: from Schedule

X, line 5

~

9
10

o o
981334
correct and complete ..

TOTAL 5.3% INCOME
SIGN HERE. Under penalties of perjury, I declare that to the best of my knowledge and belief this return and enclosures
Date Spouse's signature
{if

are true,
Dale

Your signature

filing joinlly}

I do not want preparer to file my return electronically

(this may delay your refund) Yes Dale
Check if self-employed Paid preparer's SSN

May Ihe Department of Revenue discuss this return with Ihe preparer shown here?
Print paid preparer's name

Paid preparer's signalure

Paid preparer's

phone

Paid preparer's EIN

SELF-PREPARED

L
MArA0112

1030
11/09/09

..J

r
2009 Form 1, Page 2
Massachusetts

i_I

ilia.HI.

Resident income Tax Return

11 a Amount paid to Social Security, Medicare, Railroad, U.S. or Massachusetts Retirement b Amount your spouse paid to Social Security, Medicare, Railroad, U.S. or Massachusetts Retirement 12 13 Child under agl:! 13. or disabled dependent/spouse care expenses Number of dependent member(s) of household under age 12, or dependents age 65 or over (not you or your spouse) as of 12/31/09, or disabled dependent(s) Not more than.two 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Rental deduction Total deductions. Exemption amount 5.3% INCOME AFTER EXEMPTIONS. Subtract line 18 from line 17. Not less than '0' INTEREST AND DIVIDEND INCOME TOTAL TAXABLE 5.3% INCOME. Add lines 19 and 20 TAXON 5.3% INCOM E. Note: If choosingthe optional5.85%tax rate,checkandmultiplyline21 andthe amountin Schedule D.line 20 by .0585 12% INCOME. Not less than '0' a a .. a ..

.. 11 a .. 11 b .. 12

2000 2000

o

o

x $3,600

= .. 13 .. 15 .. 16 17 18 19 .. 20 21 22

o
o

, 2 = .. 14

o
4000 977334 8800 968534 236 968770 51345

Other deductions from Schedule Y, line 16 Add lines 11 through 15 5.3% INCOME AFTER DEDUCTIONS. Subtract line 16 from line 10. Not less than '0'

0

x .12

=
..

23
24

TAX ONLONG·TERM CAPITALGAINS.Not less than '0'. Checkif filingSchedule D·IS Checkif anyexcessexemptions wereusedin calculating lines 20. 23 or 24 Creditrecapture amount BC EOA LlH HR

o o o

.. 25 27 .. 28 .. 29 30 31

II you qualilyfor NoTax Status.checkboxandenter'0' online27 TOTAL INCOME TAX. Add lines 22 through 25 Limited Income Credit Other credits from Schedule Z, line 14 Total credits. Add lines 28 and 29 INCOME TAX AFTER CREDITS. Subtract line 30 from line 27. Not less than '0'

51345

o

o

o

51345

L

BE SURE TO INCLUDE THIS PAGE WITH FORM 1, PAGE 1

1030
MAIA0112 11109109

r
~~

I:'

-,

·2009 Form 1, Page 3 ~lliII'
Massachusetts Residenilpiiie

·'I!tj.rt.j''$_'~~

Tax Return

32

Voluntary Contributions: a Endangered Wildlife Conservn b Organ Transplant Fund c Massachusetts AIDS Fund d Massachusetts U.S. Olympic Fund e Massachusetts Military Family Relief Fund Total. Add lines 32a through 32e ~ 32a .. 32b .. 32c .. 32d
.. 32e

0 0 0 0 0 5134"5 42264 0 7580 0 0 0 49844 0 0 0

32 ~ 33 a+b= 34 35 ~ 36 .. 37 .. 38
Amount lrorn U.S. return ~

33 34 35 36 37 38 39 40 41 42 43 44 45 46

Use tax due on out-of-state purchases. If no use tax due enter '0' Health care penalty a You> b SpouseINCOME TAX AFTER CREDITS PLUS CONTRIBUTIONS AND USE TAX. Add lines 31 through 33 Massachusetts income tax withheld 2008 overpayment applied to your 2009 estimated tax 2009 Massachusetts estimated tax payments Payments made with extension Earned Income Credit a Number1 qualifyinghildren 0 c Senior Circuit Breaker Credit Other Refundable Credits TOTAL. Add lines 36 through 42 Overpayment. Subtract line 35 from line 43 Amount of overpayment you want applied to your 2010 estimated tax Refund. Subtract line 45 from line 44. Mail to: Massachusetts DOR, PO Box 7001, Boston, MA 02204 Direct deposit of refund. Type of acct: ~
Rouling No. ~ Account No. ~ checking savings

o

.. 39 x.1S = .. 40 .. 41 .. 42 43 .. 44 .. 45 .. 46

47

Tax due. Mail to: Massachusetts DOR, PO Box 7002, Boston, MA 02204 Interest ~

0

Penally ..

0

M·2210 amt

..

o

.. 47

1501

.. X

EX enclose Form M-2210

BE SURE TO INCLUDE THIS PAGE WITH FORM 1, PAGE 1

L
MAIA0112

_j
1030
11/09/09

!
Name, Address, andSSN
See separate instructions.
ZIP code

I

I I I
!
t

I

Presidential' Election Campaign

MA

02138

Filing Status
Check only one box.

Single

4

Married Iiling jointly (even if OI1fy one had it!COll1e) 3
Married filing separately. Enter spouse's SSN above & full

Exemptions

s: m
c

name here.
~;~~s~f:

..

5
~~

0

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 ~ Qualifying widow{er) with dependent child

I

_

I~s~~~o~~

~Ia.~ ~o~

~5. a.d~~e~d.e~t,.

d~ ~~t .c~e~. b~~ ~a:.:
relationship to you

::::::: (
child

l- :~;:.:::::. __
...c

2

;:_

Dependents: .Last name ....;;=~=.;::......+

(2) Dependent's social security
number

(3) Dependent's

(1 First name _.....!.::.L,..;c..:.:.:::....:..:.:::.:..:.::;:_ If more than four dependents. see instructions and
check here.

q'3;"fte.:::. ~ with you • • • ,iiiliii - - did 1101 +-------_I_~(s::"":::..:::ins!=(~sl~ fivewith you
dUID (0 divof(:e

un9er -

lIon

6c

who:
_

lived

----------------+--------;------------+-~~--~e~el:~~,~ . ---------------------------~----------+------------+-~~--Oe~n~nls ----___________________ '*..
-I-L_..J_-'-_

·.. 0

~
claimed.

d Total number of exemptions
7 Wages, salaries, interest.

·.
W-2 .

·- .

Income
Allach Formls) W-2 here. Also aliachForms W-2G and 1099-R if tax was withheld. II you did nol gelaW·2, see insKuctiOl1S.

tiPS. etc. Attach Form(s)

8 a Taxable

b Tax-exempt

Attach Schedule B if required interest, Do not include on line 8a Attach Schedule •• credits,

·..

·. ·.

9a
10 11
12

Ordinary Taxable Alimony Business

dividends. dividends refunds. received. income

b Qualified

.. . .
'

B if

· ..

required

-

·· . ·.

·-

. - . . .. · .
Attach Form 4797 l15al • •• 16a partnerships, •••••

or offsets of state and focat income Cor •

. · . : : i '9'bi
·. ·.
taxes.

·. : i 'S'bj

·.

· .....
.

. ·.

- .--.

· - ...
·.

n

on 6cnot entered above

on lines . above.

Add number$

·.

...

.1

7
Sa
-:.••.! .•

.

.. · . - ·

or (loss). Attach Schedule

·- · .

13 14

Capital gain or (loss). All Sch 0 II reqd.1f 001 reqd, ell here • Other gains or (losses). .•••••• royalties, and annuities

· · .. · ..... · . · . · .. · .
C·EZ ••

........ · . · . ·. · . · .. · .. · . .. · .. - .

~!~: 2.649 . ~::~.
10 11
12

·.

~: ::.' ..
9a

718,945. 9.873. 2.649.

21

15a IRA distributions
1Sa Pensions 17 nat aHach, any paymenl. Also, please use Rental real estate,

92.805.
S corporations,

I

.. .. 0
· · ..
Schedule
'.

b Taxable

amount amount

b Taxable

·. ·. .. . 15b · . · . · . i6b
E, . _ . 17 .....

· ..

13
14

218.340. -3.000. 7,720. O. 194.

Enclose, but tlo.

-.

18

Farm jnc!lm~ ~r Qg~~):.A.tt~9.!~che~l.!le
Unemployment compensation

F•

19
21

20 a Social security benelils.

•.•••

Form 1040-V.

Adjusted Gross Income

22 23 24 25
26

Other income Combine the amounts in the lar tight column lor lines 71hrough21. This is yOUr tolal income.
Educator expenses

------------------------------------·.. ·
. ... ..
..... .. ..

I 20 a I

· .. 18 · . ·. . .. · . . . . . · . . · . · . . . · ·.. · .. ·. 19

trusts, etc. Attach

Ib Taxable
23

amount

~........

Gel1ain business expenses 01 reselVists, perlorming artists, govemmentofflCials. Attach Form 2106 or 2106·EZ •••••••• Health Moving One-half savings account Attach deduction. Attach Attach expenses. Form 3903 ••..

· . - . ·..
Form 8889 Schedule

and lee-basis

·.

..
.

20b

21
22

::,'"'
:
.'

954,721.

27
28 29

of self-employment SEP, SIMPLE,

tax.

· . ·. · .
SE
,
;. ,

Self·employed Self-employed Penally

and quaflfied deduction • ••

plans

health insurance

30

on early withdrawal

of savings.

· ·. . . . . ·.
·

·. ·· · · ..
· ·. ·

· ..

24

25 26 27 28
29 30 31a

2,496. 2,928.

..
'.:

... ..:'.::-:' . ......

.~.::
.!..

31 a Alimony paid b Recip1enfsSSN. • ... . 32 IRA deduction • ..........

33
34 35

... . . · .
.- . ·.

Student Tuition

loan interest

deduction

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

32
33 34 35

and fees. Attach

Form 8917

Oomeslic production Adctrmes 23· Subtract line

activities deduction. Attach Form 8903.

·. · .
••••
gross income.

.-

36
37

· BAA For Disclosure. Pnvacy Act, and Paperwork Reduction Act Notice,

.

31a and 32 ·35 ••••••••• 36 from line 22. This

is your adjusted

. · ..

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

~~~ ~.:~;·:.i

- .........
... ..

.. .. ..

· ..

...

36
37

5,424. 949,297.
Form 1040 (2010)

see separate

Instructions.

FDIAOI12

12122110

Bruce H Mann & Eli

Tax and Credits

38 Amount from line 37 {adjusted gross income}
39 a ~heck It

{B

A Warren

• • • • . • . • . • • . • . • • • . ••. Blind. Blind. checked ~ 39 b

You were bom before January 2. 1946. Spouse was bom before January 2. 1946.

B

b II your spouse itemizes011 a separatereturn, or you were a dual~lalusalien, cIJeck here. • • . • .. 40 kemized deductions {from Schedute A} or your standard deduction (see instructions) • 41 . Subtract line 40 from line 38 . • • . . . . • . . • • .. . ..... 42 43 44 45 46 Exemptions. Multiply $3,650 by the number on line 6d. . . ••••. Taxable income. SublIact line 42 from line 41. II line 42 is more than fine 41. enter -0- • . . . • . • . . • • . . . • • • . a b Alternative minimum tax (see instructions). Attach Add lines 44 and 45 • • • • • • • • . • . • • • • . Foreign tax credit. Attach Form 1115 if required Tax (see instrs). Check if any lax is from:

8

Form(s) 8814 Form 4972 ..... Form 6251 ....• • . • . . • • • _.

47
48 49 50 51 52 53 54

•.••

Credit for Ghild and dependent care expenses, Mach Form 2441 . Education credits from Form 8663, line 23 . . . . . . . Retirement savings contributions credit. Attach Form 8880 .. Child tax credit (see instructions). Olher crs Itom Form: a • • • •••• Residential energy credits. Attach Form 5695 . . .•.

0 3800 b 0 8801

c

Add lines 47 through 53; These are your total. credits

~.--------~~._----------~

Other Taxes

56

line 54 from line 46. If line 54 is more than enter -0·. . SeU-employmenltax. Attach Schedule SE. • . • . • • - • • . • • . • . . . • •

57 Unreported social security and Medicare tax from Form; a 04137 b 8919 •. 58 Additionaltax on lAAs, olher qualified relilement plans, etc, Attach Form 5329 il ~uired ..•.•••.• 59 a Form(s) W-2, box 9 b Schedule H c UForm 5405. line 16 .• 60 Add lines 55·59. This lax • • • • . . • • • • • •

0

0

0

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

61 62

Federal income lax withheld from Forms W-2 and 1099 2010 eslimaled lax payments and amount applied lrom 2009 rerum

I

63 Making work pay credit. Attach Schedule M • 64 a Earned income credit (EIC). . . . . . . . . 65 66 67 68 b Nontaxable combat pay election ••• ~ l.....-'..;..;;.>-...--------I Additional child lax credit. Attach Form 8812 . American opportunity credit from Form 8863, line 14 • First-lime homebuyer credit from Form 5405. line 10. Amount paid with request for extension 10 file • • • • Excess social security and tier 1 RRTA lax withheld • Credit for federal lax on fuels. Attach Form 4136 ••• CredHs 110m Form; a

69
70 71 72

02439 b 0

8839 c

0 8801

d 06885

&65-71.

Refund ...Pire~ p~pgs!tl
See instructions.

73 .. b Routing number • • • • Account number .•••••.• 75 76 77 Amount Amount you owe. Sublractline 72lram line 60. FIJIdetails on how 10pay see insl,tuctioos lax •.••••••••.•

" _.d

Amount You Owe

Third Party
Designee Sign Here

Do you want 10allowanolherpersonto discussthis relurn with the IRS(see instructions)? •
Oeslgnee'$ name • Phone nco ~ Pet>onal idem.""'liQn numbm IPI N) ..

Under pena_ie> 01pe<juty. 1declate !hat I...... """",1ned this return and acamp.nying scI1edulesand Sial_I s, and 101I1e esiof my IInowted go and b ber"". !hey ate I""', ""!tecl. and complete. D~ion or propp,,,, (_!han 1""f'&lII'l)s bas"" on aU W""",,,ion ar_h i "",parer has en)' I<nc>wledge.
Your signalute YOUf occupalion

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

Oaytiln e phone numb ..

~~ __~~~~~
~ PrinI!Type prepsrer's
name

__~~~~~

~~

~T~e~a~C~h~e~r=-~
::~~:;.I""

Spous.'S5~ILKe.l!aloWreI,"",bothmusls~

I

Dale

Prep",e(. signaJure

Paid

Preparer's Use Only

Firm·sname·

~m~~

•••

Self-Prepared

I
12122110

,:.~~~>::~ : .. Chad! U~ I s_played J
P ,IN Pl1oneno,

~ __~~~~~~~~

~·::,i~d;~~~~
__

~

-+Rm~~'s=e~~~·

Form 1040 (2010)
FDIA0112

r
'2010 Form 1
Massachusetts
for lhe year JanUil<]I 1 -

Resident income Tax Return
ONLY
I

FOR FULL YEAR RESIDENTS

Decembe, 31, 2010 or OIha laxable year Ending

Beginning

BRUCE ELIZABETH _ •••••••
Apt no.
State Election Campaign Fund:

H MANN A WARREN ~ CAMBRIDGE
X

02138
X

Check il veteran 01U.S. armed torces who served in Operation Enduring Freedom, Iraqi Freedom or Noble Eagle
Taxpayer deceased

Fill in if under age 18 1
Filing status (select one only): ... Single

.. .. ..
po

$1 You You You

..

$1 Spouse Spouse Spouse Spouse changed

TOTAL"

2

You

..

..
..

Name/address

since 2009
parent TDS

Check if noncustodial Check if filing Schedule cfaim to exemption

X

Married filing jointly Married filing separate Head of household .. return Custodial parent has released

for child(ren)

2

Exemptions:

a Personal
cAge

exemptions (Do not include yourself You.. or your spouse.) Spouse" Spouse" Enter no.

b No, of dependents.
d Blindness

65 or over before 2011

You

t

.. ..
200

x $1,000 = x $700= x $2.200=
1+2=

23 2b
2c 2d

8800
0

e 1 Medical/denlal
f Total exemptions. Add lines tips and annuities

0

2 AOOption ..
Enter here and on line

0
18

a a

23 through 2e,

..
0-

2e
2f 3 4 5 6 7
8a

0

:3 4 5 6 7

Wages. Taxable

salaries, pensions

..

8800 718945
0

MA bank interest Business/profession Rental.

a
or farm income or loss

9873
partnership.,S.corporation.

- bexempnon

royalty,and-REMIC.

trust.lncornerloss.

8 a Unemployment:
b Massachusetts lottery winnings: from Schedule X,line

" "

..
..

9673 218745 194
7720

..

8b 9 10

a a

9 10

Other income

5

TOTAL 5.3% tNCOME
Dale Spouse's signalUre

955277

SIGN HERE. Under penanies of petjury, I declare thai 10lhe hesl of my.knowhldge and belief this return and enclosures are true, correct and complete.
Your signal"", Dale

May the Department of Revenue discuss this retum wllh fhe preparer shown here?
I do not want preparer
Prin!

Yes (this may delay your refund)
Check? seU-employed Paid

10 file my retum electronically

Slam prepatEU's name Pili<! prepater's phone

preparer'. SSN

Paid. Pfepare('~ slgnoture

Pa.d

prepare,'. ElN

SELF-PREPARED

L

04/13/2011

06:42 PM
MAlA0112 1111S1'10

r
2010 Form 1, Page 2
Massachusetts Resident Income Tax Return

-,

11 a Amount paid to Social Security, Medica~el Railroad, U.S. or Massachuse!ts Retiremenl b Amount your spouse paid to Social Security,.Medicare, Railroad, U.S. or Massachusetts Retirement 12 Child under age 13, or d.~~~Ie¢dependentispouse care expenses

... 11 a
.. 11 b

2000 2000

.. 12

o
a

13 Number of dependent memcens) of household under age 12, or dependents age 65 or over (not you or your spouse) as of 12/31/10, or disabled dependent(s) Not more than two 14 15 16 17 18 19 20 21 22 23
24

a .. a"

x $3.600

Rental deduction Total deductions. Exemption amount

0

•2

= ..

= ..

13 14

Other deductions from Schedule Y.line 16 Add lines 11 through 15 5.3% INCOME AFTER DEDUCTIONS. Subttaclline 16 from line 10. Not less than '0' 5.3% INCOME AFTER EXEMPTIONS. Subtract line 18 from line 17. Not less than '0' INTEREST AND DIVIDEND INCOME TOTAL TAXABLE 5.3% INCOME. Add lines 19 and 20 TAX ON 5.3% INCOME. Nole: if choosing optional .85%laxrate,checkalldmulliply line21andthe the 5 amountin Schedule 0, line 20 by .0585 12% INCOME. Not less than '0' a"

... 15 .. 16 17 18 19 .. 20 21

2496 6496 948781 8800 939981 649 940630 49853

o

22 0
..
x,12=23 .. 24

o
o

TAXONLONG-TERM CAPITAL GAINS. Hatless than '0'. Check filingSchedule iI O·IS Checkif anyexcessexemptions ereusedin calculating w lines 20,23 Dr 24 Creditrecapture amounl3l'ld/or dditionalax an installment sale a t .. BC EOA lIH HR Installment sale

o

25 26 27 28 29 30

.. 25 27 .. 28 .. 29 30

If you qualify for No Tax Status, Check box and enter '0' on line 27 TOTAL INCOME TAX. Add lines 22 through 25 Limited Income Credit Other credits from Schedule Z, line 13 Total credits. Add lines 28 and 29 lilie'30 from line 27. Not less than '0' BE SURE TO INCLUDE THIS PAGE WITH FORM 1, PAGE 1

49853

"'-31 'IN'COMEIAX-AFTER'CREOITS:'Subtract

31

1769 1769 48084

o

L
MAIA0112 11N6MO

i

I

r
....

2010 Form 1, Page 3 ..-...
Massachusetts Residenllnc~

32

Voluntary Contributions a Endangered Wildlife Conservation b Organ Transplant Fund ... 32a .. 32b .. 32c .. 32d .. 32e 32 .. 33 a+b= 34

c Massachusetts AIDS Fund d Massachusetts U.S. Olympic Fund e Massachusetts Military Fami1y Relief Fund
T otal, Add fines 32a through 32e 33 34 35 36 37 38 39 40 41 42 43 44 45 46 Use lax due on out-of-state purchases. If no use tax due enter '0' Health care penally a You"

0 0 0 0 0

0 0
0

0

b SPOUS9"

0

INCOME TAX AFTER CREDITS PLUS CONTRIBUTIONS AND USE TAX. Add lines 31 through 34 Massachusetts income tax withheld 2009 overpayment applied to your 2010 eslimated tax 2010 Massachusetts estimated tax payments Payments made with extension Earned Income Credit

35
.. 36 .. 37 .. 38 ... 39 x.1S = .. 40 .. 41 ... 42 43 .. 44

48084 35562
0

9068
0 0 0 0

a Number 01 qualifying children

..

Amounlfrom U.S. return ..

o

Senior Circuit Breaker Credit Other Refundable Credits TOTAL. Add tines 36 through 42 OverpaymenL Subtract line 35 from line 43 Amount of overpayment you want applied to your 2011 estimated tax Refund. Subtract line 45 from line 44. Mail to: Massachusetts DOR, PO Box 7001, Boston, MA 02204 Direct deposit of refund. Type aTatct RoulingNo." Account No ... checking savings

44630
0 0 0

..45 ...6 4

. _ . 47

Tax due. Mail to; Massachusetts OOR, PO Box 7002, Boston, MA 02204 Interesl ...

0

Penalty

...

0

M·2210 ami

..

o

... 47

...

345.4_
Form M-2210

EX enclose

BE SURE TO INCLUDE THIS PAGE WITH FORM 1, PAGE 1

L
MAIA0112 11116110

j

1040

Oepanmenl

oHhe T'IlII$UI)'-lnlemol

Revenue

-..

t99J

U.S. Individual Income Tax Return

MA 02138
Foreign

Filing Status
Check only one

1 2

Single

3
6a

box.

0 Married
~

181 Married

filingjointly

(even if only one had income) Enter spouse's

the qualilying person is a child bu1 not your dependent.

enler lhis

filing separately.

SSN above
S

and full name here. ,.. Yourself.

0 Oualifying

child's name here.. llwidOlMler) with dependent child

Exemptions
ra.

It someone

can claim you as a dependent,

do not check box Sa .

b g) Spouse "c'-'Oependents; laSiname

12) Dependent's SIldal security number

-

(1) f;,sl name

(3) Dependenl's relationsllip tD you

-

.
14) .I if Cllild utldet age 17 QUaUlying Illf dliId tax cedil (See lnS1rucIions)

Boxes c:hecl<ed on 6aand6b No. of Chnilien on 6cwho: • tived with you . • did nollille with you due 10 divorce orseparalioo

_2_

I
!

It more than four dependents, see instructions and
check here ,..

0
d T otal number of exemptions claImed •

0 0 0 0
7
Sa Wages, salaries, Taxable interesl.

(see inslrudlons)
Oependents on 6c not entered above Add numbers on tines above ,..

Income
Attach form(s) W-2 here. Also attach Forms

lips, etc, Attach Form(s) W-2 Attach Schedule
Attach Do not include Schedule

e if required
on line Sa 8b

b
9a

Tax-exempt interest.
Ordinary Oualified dividends. dividends

B if required 9b
taxes

b 10
11

W-2G and
1099-R it la)l was withheld.

T axable r~unds, Alimony Business received income

credits, .
01

or oHsets of state and local income

12 13 14 15a 16a 17

(loss). Attach

SchedUle

C or C-EZ

, check here .. •

Capital gain or (loss). Attach

Schedule

D il required.

It not required, ••.•

If you did nol

get a

W-2.

Other gains or (losses), Al1ach Form 4797 •

see instructions.

IRA ~islributions

••

Pensions and aMuil1es

1I
15a . 16a .

I!
..

b Taxable amount b Taxable amount
trusts, etc. Attach Schedule E

Renlal real estate, royalties,

partnerships,

S corporations.

Encfose,buldo

notallech,any payment. Also,
please use

18 19 20a 21 22 23 24 25

Farm income or Iloss). Attach Schedule
Unemployment compensation

F,

Social security benefits
Other income,

120a I
far

,

Ib
column

Taxable amount

Form l040-V.

list type and amount

Combine the amounts in the Educator expenses

lor lines 7 through

21. This is

Adjusted Gross Income

Certain business expenses of reservists, performing artists, and

lee-basis government officials.. Attach Form 2106
Health savings
Moving account Attach

01 2106-EZ

deduction. Attach Form 8689
Fonn 3903 • • ", •

26
27 28 29 30 31a

expenses.

Deduc1ib1e part 01 seH-employmenl tax. Attach Schedule SE
Self-employed Self-employed SEP. SIMPLE, health insurance and quali!ietfplans deduction • _

Penalty on early withdrawal

of savings SSN ,..

Alimony
Student

paid

b Recipient's
,

32
33 34 35 36 37
For Disclosure, Privacy

IRA deducticn

loan interesl

deduction.

Tuition and lees. Attach Form 8917.
Domestic production Add rifles 23 through Subtract Act. and Paperwork activities deduction. Attach 35 ,

Form

B903 income

line 36 from line 22. This

Is

Reduction Act Notice,

see separate Instructions.

BAA

Form 1040 12011)

Tax and Credits
Standard Deduction for• People who check any box online 39aor39bor who can be claimed as a dependent, see instructions. • All others: Single or Married filfng separately,

38 39a

Amount Check il: {

from line 37 (adjusted

0 Spouse
deductions

p You

gross income) 2, 1947, 2,1947, were

were born before January return

was bom before January

0 Blind.
deduction

0 Blind.

}

Total

boxes ~ 39a here ~

checked

b
41

If your

spouse

itemizes on a separate
(from Schedule

or you

a duaktalus

alien, <:heck

Itemized

A) or your standard

(see left margin)

Subtrac1 line 40 from line 38 Exemptions. Taxable Multiply

42
43 44 4S

$3,700 by the number on line 6d.
line 42 from line oil. If rUle 42 is more than line 41, enter-().-

income.

Subtract

Tax (see instructions). Check jj Alternative minimum . tax

any from:

a

0 Form(s)
Atlach •

8814 b

0 Form
47

4972 c

0 962 election

(see instructions).

Form 6251

46 41 48 49 50 51 52 53
54

Add lines 44 and 45 Foreign

tax credit. Attach

Form 1116 if required

Credit for child and dependent care expenses. Attach Fonn 2441 Education Retirement credits from Form 8863. line 23 contributions credit. • Form 5695 b Attach Form 88BO

$5,800

Married filing joint!y'Of Quatifyin

savings

widow(er , $11,600
Head of household,

I

Child tID< credit (see instructions) Residential energy credits.

Other credits from form: a
Add lines 47 through Subtract

0

Attach 3800

0

B801

c

;Ek,,~co"
.

58,500

53. These are your total credits

55 56 57 58 59a b 60

tine 54 hom line 46. H line 54 is more than line 46, enter -().-

Other Taxes

Self-employment Unreported Additional Household First·time

lax. Attach Schedule SE
and Medicare .IID<tram Form;

social security

a

0 4137
• •

b

0 8919

tall on lRAs. olher qualified retirement employment homebuyer taxes from Schedule Attach

plans, etc. Attach Form 5329 if required
Form 5405 if requlred • • •

H
._~ • _ ~

credit repayment.

Other taxes. Enter cadets) from instructions
lines 55 This tax withheld Federal income

Payments
" you have a qualifying child, attach Schedule EtC.

62 63 64a
b

from Forms W-2 and 1099

2011 estimated lax payments and amount applied from 2010 return Earned income
Additional American

credit IEle)

Nontaxable combat pay election
child tall credit Attach Form 8612 opportunity hornebuyer credlllrom credit Form 8863, line 14 fine 10.

67 68 69 10

First-lime Amounl

from Form 5405, to lile

paid wilh request for extension

Excess sociat security and tiel 1 RRTA tax withheld Credillor lederaltax on fuels, Attach 02439 Fonn 4136

71 72

CredilslromForm:

a

b 08839

c OS801
71. These are

dO

8885

Add lines 62, 63, 64a, and 65

Refund
Direcl deposit? ~

73
74a

See
instructions.

~ 75

b d

Routing Account

number number

AmoUf11 01 line 73

Amount
You Owe

Third Party Designee

Do you want to allow
Designee's

another

person to discuss this retum with the IRS (see instruclfons)?

name ~

M. ~

Phone

Personal identifICation number (PIN) ~

Sign

Here
your

Under penaHIes 01 peIjusy, I dedale that I have examined 1M; ,atum and accompanying schedules and SI&lemenls, and 10 lhe best 01 my knowledge and beltet, they are true, correct, and complete. Declaration 01 prepare! (Q1het then laxpayet) Is based on all fnIormalioo 01 which ",eparer has any knowledge. Dale Your occupation Oayllme phone number

Your signature Jcinl return? See lnsIrUcnoflS. ~ Keep a copy lor , Spouse's signature. II a joint return, both must slgtL

Teacher
Dale Spouse's occupation

""",ds.

Paid Preparer

PrinllType preparer's name

I

Teacher
Preparer's slgnalure

I

Dale

:er:~I 0
Check if self-employed

lithe IRS sent you IIIIldentffy PJOIettion

Use Only

FIrm's name

~

SELF PREPARED
REV 02122112

. Arm's address ,..

Ifirm's EIN I> IPhone no •
nw

I

PTIN

Fonn 1040'(2011)

2011 Form 1 .-........
Massachusetts Resid~
FOR FULL YEAR REStOEr-ITS ONLY

BRUCE ELIZABETH

H MANN

A WARREN

CAMBRIDGE

MA 02138
$1 You X $1 Spouse TOTAL" You" Spouse You Spouse You" Spouse Name/address changed since 2010 Fill in if noncuslodial parenl Fill in illiling Schedule TOS

Api. no. State ElectIon Campaign fund: X FiR in if veteran 01 U.S. armed forces who selVed in Operation Enduring Freedom, Iraqi Freedom or Noble Eagle .. Taxpayer deceased .. Fill in if under age 18 ..

2

1. Filingstatus (select one only}: ..
X

Single Married tiling joinlly Married fiting separate return Head 01 household .. You are a custodial parent who has released claim to exemption lor child(ren)

..

2. Exemptions

a. Personal exemptions 2a 8800 b. Number 01 dependents. (00 nol include yourself or your spouse.) Enter number .. " $1.000=2b 0 ,,$700= 2c c. Age 65 or over before 2012 You + Spouse = 0 ,,$2,200: 2d Spouse: YOUt d. BflnQness 0 2. Adoption .. 1 + 2::: 2e e. 1. Medical/dental .. 0 0 .. 21 I. Total exemptions. Add fines 2a through 2e. Enter here and on tine 18 8800 ..3 3. Wages, salaries, tips 536824 4. Taxable pensions and annuities "4 ::: 5 5. Mass. bank interest: a.... 18 - b. exemption . 200 0 .. 6 6. Business/profession or farm income or loss 59688 .. 7 7. Aeotal, royally and REMIC, partnership, S corp., !rusl income/loss 242 .. Da 8a. Unemployment 0 ..Db Db. Mass. loHery winnings 0 S. Olher income from Schedule X, fine 5 8666 "9 10 10. TOTAL 5.3% INCOME 605420 SIGN HERE. Under penalties of perjury, I declare thai to the best 01 my knowledge and belief !his relurn and enclosures are true, correct and complele. Your signalUle Dale . Spouse's signature Dale

..
..

a

a

May the Department of Revenue discuss this relurn with !he preparer shown here? .. I do nol want preparer 10 file my relurn eleclmnically .. Print paid preparer's oalne
Paid preparer's signature

Yes (this may delay your refund) Dale Check if sell· employed

..

Paid prepare"s SSN Paid preparer's EIN

Paid preparer's phone .

L

PRIVACY ACT NOTICE AVAILABLE UPON REOUESI

_j

03/31/2012

02:30 PM

REV 11114111 nw

2011 Form 1, pg. 2 .-....
~nt Income Tax Return

l1a. l1b. 12. 13.

14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 3~. 31.

Amount paid to Soc. Sec. MeOlCare, A.A., U.S. or Mass. Retirement .. 11a Amount your spouse paid to Soc. Sec., Medicare, A.A., U.S. or Mass. Retirement .. l1b Child under age 13, or olSabled dependenllspouse cafe expenses .. 12 Number of dependent member(s) of household under age 12, ,or.~ependenls age 6501 over (not you or your spouse) as 01 12/31111. or disabled dependenl(s) Not more than two. a. .. )( $3,600 =" 13 Rental deduction. a." 0 .. 2 14 Other deductions Irom Schedule Y,line 15 ,. 15 Tolal deductions. Add lines l1lhlough 15 ,. 16 5.3% INCOME AFTER DEDUCTIONS. Sublraclline 161rom Une 10. Nolless than uO" 17 Exemption amount 18 5.3% INCOME AFTER EXEMPTlONS. Sublraclline 18 tram line 17. Not less than "0" 19 . INTEREST AND DIVIDEND INCOME .. 20 TOTAL TAXABLE 5.3% INCOME. Add lines 19 and 20 21 TAX ON 5.3% INCOME. Note: II choosing the optional 5.85% tax rate, fill in and multiply ~ne 21 and the amount in Schedule 0, ~ne 21 by.0585 .. 22 12% INCOME. Nolless !han '0: a. .. 0 .12 23 TAX ON LONG-TERM CAPITAL GAINS. Not less than "0." fill in il filing Schedule 0-15 .. .. 2i1 FiR in if any excess exemptions were used in calculating fines 20, 23 or <.14 .. Credit recapture amounl .. BG EOA LlH HR .. 25 Additional tax on installment sale ,. 26 II you qualify lor No Tax Stalus, lill in and enter '0" on line 28 .. TOTAL INCOME TAX. Add lines 22 through 25 28 Limited Income Credit .. 29 Other credits Irom Schedule Z, Hne13 .. 30 INCOME TAX AFTER CREDITS. Subtracl the lolal 01lines 29 and 30 110m Une 2B. Not less than "0" 31

2000 2000

o
o o

=,.

1039 5039 600381
8800

591581 9262
60084'3 31845

)C

=

o

o o
a
31845

5565 26280

o

BE SURE TO INCLUDE THIS PAGE WITH FORM 1, PAGE 1

L

03/31/2012

02:30 PM

REV 11/14/11

nw

r
2011 Form1,pg.3 ~
Massachusetts Resident ncome~ I

32. Voluntary .Contribulions a. Endangered Wildlife Conservation b. Organ Transplant Fund c. MassachuseHs AtDS Fund Massachusens U.S. Olympic Fund e. Massachusetts Miitary Family Relief Fund Total, Add Unes 32a through 32e 33. Use tax due on out-of-state purchases. If no use lax due enler ·0· 34. Health care penalty a. You ,. 0 b. Spouse" 0 35. INCOME TAX AFTER CREDITS PLUS CONTRIBUTIONS AND USE TAX. Add lines 31 through 34 36. MassachuseltS income tax withheld 37. 2010 overpayment appfied 10 your 2011 estimated tax 3S. 2011 MassachuseltS estimated lax payments 39. Payments made with extension 40. Earned Income Credit. a. Number oj quafilying children" Amounllrom U.S. return ,. 0 41. Senior Circuit Breaker Credit 42. Other Refundable Credits 43. TOTAL Add tines 36 through 42 44. Overpaymenl. Subtract line 35 from line 43 45. Amount 01 overpayment you want applied 10 your 2012 estimated lax 46. Refund. SuOtraclline 451rom line 44. Mail to: MassachuseHs DOR, PO Box 7001, Boston, MA 02204 Direct deposit 01 refund. Type 01 account
RTNI/,.

,. 32a " 32b ,. 32c ;ci!-=S2d" ,. 32e 32 ,. 33 a+b::34
I>

35 36

,. ·37 " 38 ,. 39 ,. 40 ,. 41 " 42 43

26280 22214 12524

o o o o o o o o
o o a

)<

_15

e

o
34738

o

"44

,. 45 ,. 46

8458 8458

a

"

checking savings

accounlll ,.

47. Tax due. Mail 10: Massachusetts DOR, PO Box 7002, Boston, MA 02204 Interest,. 0 Penally" 0 M-2210 aml "

o

" 47 ". EX enclose Form M-221 0

a

BE SURE TO INCLUDE THIS PAGE WITH FORM 1, PAGE 1

L

03/31/20i2

02:30 PM

REV 111104111TTW

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