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Federal Electronic Filing Instructions

Tax Year 2019

You are responsible for confirming the status of your electronically filed
return. You can confirm the status of your return by going to /ef/efile-center. You will
need to enter the primary social security number and last name on the return along
with your ZIP code.

Self Select PIN: You do not need to mail any paper signature forms to the IRS. Your
return has been successfully filed once you receive your acceptance from the IRS.

Refund:
You have elected to receive your refund of $662 via direct deposit.

You can start checking the status of your refund within 24 hours of e-filing at the IRS
website https://www.irs.gov/Refunds under Where's My Refund. The IRS issues most
refunds in less than 21 days. Updates to refund status are made once daily - usually
at night.

Federal Electronic Filing Instructions Page 1


Department of the Treasury–Internal Revenue Service (99)
1040 2019
Form
U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only – Do not write or staple in this space.
Filing status: X Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW)
Check only 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
one box.
a child but not your dependent.
Your first name and middle initial Last name Your social security number

Angie M Castro Varela 720-81-6307


If joint return, spouse's first name and middle initial 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
Clock Tower Sq 2115 jointly, want $3 to go to this fund.
City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Checking a box below will not change

Saint Charles, MO 63303 You Spouse


Foreign country name Foreign province/state/county Foreign postal code If more than four dependents,
see inst. and check here

Standard Someone can claim: You as a dependent Your spouse as a dependent


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

Age/Blindness You: Were born before January 2, 1955 Are blind Spouse: Was born before January 2, 1955 Is blind
Dependents (see instructions): (2) Social security number (3) Relationship to you (4) check if qualifies for (see inst.):
(1) First name Last name Child tax credit Credit for other dependents

Standard
Deduction for -
EFILE COPY
1
2a
3a
4a
Wages, salaries, tips, etc. Attach Form(s) W-2
Tax-exempt interest
Qualified dividends
IRA distributions
2a
3a
4a
b
b
b Taxable amount
1
2b
3b
4b
16,327.

c Pensions and annuities 4c d Taxable amount 4d


5a Social security benefits 5a b Taxable amount 5b
6 Capital gain or (loss). Attach Schedule D if required. If not required, check here 6
7a Other income from Schedule 1, line 9 7a
b Add lines 1, 2b, 3b, 4b, 4d, 5b, 6, and 7a. This is your total income 7b 16,327.
8a Adjustments to income from Schedule 1, line 22 8a
b Subtract line 8a from line 7b. This is your adjusted gross income 8b 16,327.
9 Standard deduction or itemized deductions (from Schedule A) 9 12,200.
10 Qualified business income deduction. Attach Form 8995 or Form 8995-A 10
11a Add lines 9 and 10 11a 12,200.
b Taxable income. Subtract line 11a from line 8b. If zero or less, enter -0- 11b 4,127.
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. UYA Form 1040 (2019)
Form 1040 (2019) Angie M Castro Varela 720-81-6307 Page 2
12a Tax (see inst.) Check if any from Form(s): 1 8814 2 4972 3 12a 413.
b Add Schedule 2, line 3, and line 12a and enter the total 12b 413.
13a Child tax credit or credit for other dependents 13a
b Add Schedule 3, line 7, and line 13a and enter the total 13b 0.
14 Subtract line 13b from line 12b. If zero or less, enter -0- 14 413.
15 Other taxes, including self-employment tax, from Schedule 2, line 10 15 0.
16 Add lines 14 and 15. This is your total tax 16 413.
17 Federal income tax withheld from Forms W-2 and 1099 17 1,075.
If you have a 18 Other payments and refundable credits:
qualifying child,
attach Sch. EIC.
a Earned income credit (EIC) NO 18a
If you have b Additional child tax credit. Attach Schedule 8812 18b
nontaxable
c American opportunity credit from Form 8863, line 8 18c
combat pay,
see instructions. d Schedule 3, line 14 18d
e Add lines 18a through 18d. These are your total other payments and refundable credits 18e 0.
19 Add lines 17 and 18e. These are your total payments 19 1,075.
20 If line 19 is more than line 16, subtract line 16 from line 19. This is the amount you overpaid 20 662.
Refund 21a Amount of line 20 you want refunded to you. If Form 8888 is attached, check here 21a 662.
Direct deposit?
b Routing number 081000032 c Type: X Checking Savings
See instructions. d Account number 355007046301
22 Amount of line 20 you want applied to your 2020 estimated tax 22
Amount 23 Amount you owe. Subtract line 19 from line 16. For details on how to pay, see instructions 23 0.
you owe 24 Estimated tax penalty (see instructions) 24

EFILE COPY
Third Party Do you want to allow another person (other than your paid preparer) to discuss this return with the IRS? See instructions. Yes. Complete below.
Designee Designee’s Phone Personal identification
No
(Other than
name no. number (PIN)
paid preparer)

Sign 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.
Here
Your signature Date Your occupation
Joint return?
See instructions. Employee
Keep a copy for Spouse's signature. If a joint return, both must sign. Date Spouse's occupation
your records.

Phone no. (636)578-5950 Email address


Preparer's name Preparer's signature Date PTIN Check if:
Paid
Preparer
Use Only Firm's name Phone no.
Firm's address Firm's EIN
Go to www.irs.gov/Form1040 for instructions and the latest information. Form 1040 (2019)
UYA
Missouri Electronic Filing Instructions

These instructions are provided to help you understand and complete the final steps
for electronically filing your Missouri return. We highly recommend that you print this
for your reference.

You are responsible for confirming the status of your electronically filed return.
You can confirm the status of your return by going to /ef/efile-center. You will need to
enter the Primary Social Security Number and Last Name on the return along with
your ZIP Code.

Missouri Balance Due or Refund:


$155

Missouri Refund:

You have elected to receive your refund of $155 via direct deposit.

Where is my Missouri refund?


Contact the Missouri Department of Revenue at (573)526-8299 or toll-free
(866)433-7259 or visit Missouri Return Inquiry System to check the status of your
Missouri income tax refund. Make sure to have your return in hand as you will be
asked for data from the return before you are told the status of your refund.

Generally, the timeframe for issuing refunds depends on when the return is filed and
the incoming volumes. For returns filed in January with no problems noted, refunds
can sometimes be issued within a week. However, refunds from returns filed in July
can sometimes take 8 weeks, even if there is no problem with the return as the state
manages its cash resources to meet all of its obligations. The timing of refunds is
also affected by the Departments measures to prevent identity theft and refund fraud.
Refunds will only be issued when the Department has taken reasonable steps to
ensure that the individuals claiming the refunds are not using stolen identities.

Missouri Electronic Filing Instructions Page 1


MISSOURI DEPARTMENT OF

Form REVENUE
MO-1040 2019 Individual Income
Tax Return - Long Form

For Calendar Year January 1 - December 31, 2019


Print in BLACK ink only and DO NOT STAPLE.

Amended Return Composite Return


(For use by S corporations or Partnerships)

If filing a fiscal year return enter the beginning and ending dates here.
Fiscal Year Beginning (MM/DD/YY) Fiscal Year Ending (MM/DD/YY) Vendor Code Department Use Only

0 6 4
Filing Status

X Single Claimed as a Married Filing Married Filing Head of Qualifying


Dependent Combined Separately Household Widow(er)

Yourself
EFILE COPY
Age 62 through 64

Spouse

Social Security Number


Age 65 or Older

Yourself Spouse Yourself

Deceased
Blind

in 2019
Spouse
100% Disabled

Yourself Spouse

Spouse's Social Security Number


Non-Obligated Spouse

Yourself Spouse

Deceased
in 2019

720 - 81 - 6307 - -
First Name M.I. Last Name Suffix
Name

Angie M Castro Varela


Spouse's First Name M.I. Spouse's Last Name Suffix

In Care Of Name (Attorney, Executor, Personal Representative, etc.)

Present Address (Include Apartment Number or Rural Route)

Clock Tower Sq Apt. 2115


Address

City, Town, or Post Office State ZIP Code


_
Saint Charles MO 63303
County of Residence

STCH

You may contribute to any one or all of the trust funds on Line 46. See pages 10-11 of the instructions for more trust fund information.

Kansas Soldiers
City Memorial
Regional
Law Military
Elderly Home Missouri Workers' Childhood Missouri Military General Museum in
Children's Veterans National Guard Memorial Lead Testing Family Relief Revenue Organ Donor Enforcement St. Louis Fund
Trust Fund Trust Fund Trust Fund Trust Fund Fund Fund Fund Fund Program Fund Memorial

19322011064 MO-1040 Page 1 1064


Castro Varela 720-81-6307
Yourself (Y) Spouse (S)
1. Federal adjusted gross income from federal return
(see worksheet on page 7 of the instructions) 1Y 16,327 . 00 1S . 00

2. Total additions (from Form MO-A , Part 1, Line 7) 2Y . 00 2S . 00


3Y 16,327 . 00 3S . 00
Income

3. Total income - Add Lines 1 and 2

4. Total subtractions (from Form MO-A, Part 1, Line 18) 4Y . 00 4S . 00

5. Missouri adjusted gross income - Subtract Line 4 from Line 3 5Y 16,327 . 00 5S . 00

6 Total Missouri adjusted gross income - Add columns 5Y and 5S 6 16,327 . 00


7. Income percentages - Divide columns 5Y and 5S by total on
Line 6. (Must equal 100%) 7Y 100 % 7S 0 %

8. Pension, Social Security, Social Security Disability, and Military exemption (from Form
MO-A, Part 3, Section E) 8 . 00

9. Tax from federal return 9 413 . 00

10. Other tax from federal return 10 . 00

EFILE COPY
11. Total tax from federal return. Do not enter federal income tax withheld 11

12. Federal tax percentage – Enter the percentage based on your


Missouri Adjusted Gross Income, Line 6. Use the chart below to
find your percentage 12
413 . 00

35 %

Missouri Adjusted Gross Income Range, Line 6: Federal Tax Percentage:


$25,000 or less 35%
Exemptions and Deductions

$25,001 to $50,000 25%


$50,001 to $100,000 15%
$100,001 to $125,000 5%
$125,001 or more 0%

13. Federal income tax deduction – Multiply Line 11 by the percentage on Line 12. Enter this
amount not to exceed $5,000 for an individual or $10,000 for combined filers 13 145 . 00

14. Missouri standard deduction or itemized deductions.


• Single or Married Filing Separate - $12,200
• Head of Household - $18,350
• Married Filing Combined or Qualifying Widow(er) - $24,400
If age 65 or older, blind, or claimed as a dependent, see page 6.
If itemizing, see Form MO-A, Part 2 14 12,200 . 00

15. Long-term care insurance deduction 15 . 00

16. Health care sharing ministry deduction 16 . 00

17. Military income deduction 17 . 00

18. Bring jobs home deduction 18 . 00

19. Transportation facilities deduction 19 . 00

A. Port Cargo Expansion B. International Trade Facility C. Qualified Trade Activities

MO-1040 Page 2 1064

19322021064
Castro Varela 720-81-6307

20. First Time Home Buyers deduction. A. B. 20 . 00


Deductions Continued

21. Total deductions - Add Lines 8 and 13 through 20 21 12,345 . 00

22. Subtotal - Subtract Line 21 from Line 6 22 3,982 . 00


23. Multiply Line 22 by appropriate percentages (%) on
Lines 7Y and 7S 23Y 3,982 . 00 23S . 00
24. Enterprise zone or rural empowerment zone income
modification 24Y . 00 24S . 00

25. Taxable income - Subtract Line 24 from Line 23 25Y 3,982 . 00 25S . 00
26. Tax (see tax chart on page 22 of the instructions) 26Y 88 . 00 26S . 00
27. Resident credit - Attach Form MO-CR and other states’
income tax return(s) 27Y . 00 27S . 00
28. Missouri income percentage - Enter 100% unless you are
completing Form MO-NRI. Attach Form MO-NRI and a
% %

EFILE COPY
copy of your federal return if less than 100% 28Y 100.000 28S 100.000
Tax

29. Balance - Subtract Line 27 from Line 26; OR


multiply Line 26 by percentage on Line 28 29Y 88 . 00 29S . 00
30. Other taxes - Select box and attach federal form indicated.

Lump sum distribution (Form 4972)

Recapture of low income housing credit (Form 8611) 30Y . 00 30S . 00


31. Subtotal - Add Lines 29 and 30 31Y 88 . 00 31S . 00
32. Total Tax - Add Lines 31Y and 31S 32 88 . 00

33. MISSOURI tax withheld - Attach Forms W-2 and 1099 33 243 . 00

34. 2019 Missouri estimated tax payments - Include overpayment from 2018 applied to 2019 34 . 00
Payments and Credits

35. Missouri tax payments for nonresident partners or S corporation shareholders - Attach Forms
MO-2NR and MO-NRP 35 . 00
36. Missouri tax payments for nonresident entertainers - Attach Form MO-2ENT 36 . 00
37. Amount paid with Missouri extension of time to file (Form MO-60) 37 . 00
38. Miscellaneous tax credits (from Form MO-TC, Line 13) - Attach Form MO-TC 38 . 00
39. Property tax credit - Attach Form MO-PTS 39 . 00
40. Total payments and credits - Add Lines 33 through 39 40 243 . 00

19322131064 MO-1040 Page 3 1064


Castro Varela 720-81-6307
Skip Lines 41 through 43 if you are not filing an amended return.

41. Amount paid on original return 41 . 00

42. Overpayment as shown (or adjusted) on original return 42 . 00

Indicate Reason for Amending


Enter date of IRS report (MM/DD/YY)
Amended Return

A. Federal audit
Enter year of loss (YY)

B. Net operating loss carryback


Enter year of credit (YY)

C. Investment tax credit carryback


Enter date of federal amended return, if filed. (MM/DD/YY)

D. Correction other than A, B, or C

43. Amended return total payments and credits - Add Line 41 to Line 40 or subtract Line 42
from Line 40 43 . 00

EFILE COPY
44. If Line 40, or if amended return, Line 43, is larger than Line 32, enter the difference.
Amount of OVERPAYMENT

45. Amount of Line 44 to be applied to your 2020 estimated tax


44

45
155 . 00

. 00

46. Enter the amount of your donation in the trust fund boxes below. See instructions for additional trust fund codes.

Elderly Home Missouri

46a.
Children's
Trust Fund .00 46b.
Veterans
Trust Fund .00 46c.
Delivered Meals
Trust Fund .00 46d.
National Guard
Trust Fund .00

Childhood Missouri
Workers'
46e. Memorial Fund .00 46f. Lead
Testing Fund .00 46g.
Military Family
Relief Fund .00 46h.
General
Revenue Fund .00
Kansas City Soldiers
Regional Law Memorial
Enforcement Military
Organ Donor
.00 Memorial
.00 Museum in
.00
Refund

46i. Program Fund 46j. Foundation Fund 46k St. Louis Fund

Additional Additional Additional Additional


46l.
Fund
Code
Fund
Amount . 00 46m.
Fund
Code
Fund
Amount . 00

Total Donation - Add amounts from Boxes 46a through 46m and enter here 46 . 00

47. Amount of Line 44 to be deposited into a Missouri 529 Education Savings Plan (MOST)
account. Enter amount from Line E of Form 5632 47 . 00

48. REFUND - Subtract Lines 45, 46, and 47 from Line 44 and enter here 48 155 . 00

a. Routing
Number 081000032 c. X Checking Savings
b. Account
Number 355007046301

19322043064 MO-1040 Page 4 1064


Castro Varela 720-81-6307
49. If Line 32 is larger than Line 40 or Line 43, enter the difference.
Amount of UNDERPAYMENT (see the instructions for Line 49) 49 . 00
Amount Due

50. Underpayment of estimated tax penalty - Attach Form MO-2210. Enter penalty amount here 50 . 00

Select this box if you are a farmer exempt from the underpayment of estimated tax penalty.

51. AMOUNT DUE - Add Lines 49 and 50.


If you pay by check, you authorize the Department of Revenue to process the check
electronically. Any returned check may be presented again electronically 51 . 00

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and
to the best of my knowledge and belief it is true, correct, and complete. By signing or entering my name in the “Signature” field(s)
below, I am providing the Department of Revenue with my signature as required under Section 143.561, RSMo. Declaration of
preparer (other than taxpayer) is based on all information of which he or she has knowledge. As provided in Chapter 143, RSMo,
a penalty of up to $500 shall be imposed on any individual who files a frivolous return. I also declare under penalties of perjury that I
employ no illegal or unauthorized aliens as defined under federal law and that I am not eligible for any tax exemption, credit, or
abatement if I employ such aliens.
Signature Date (MM/DD/YY)

EFILE COPY
Spouse's Signature (If filing combined, BOTH must sign) Date (MM/DD/YY)
Signature

E-mail Address Daytime Telephone

(636)578-5950
Preparer's Signature Date (MM/DD/YY)

Preparer's FEIN, SSN, or PTIN Preparer's Telephone

Preparer's Address State ZIP Code

I authorize the Director of Revenue or delegate to discuss my return and attachments with the preparer
or any member of the preparer's firm Yes No

Department Use Only

A FA E10 DE F .

(Revised 12-2019)
Mail To: Balance Due: Refund or No Amount Due: Phone (Balance Due): (573) 751-7200
Missouri Department of Revenue Missouri Department of Revenue Phone (Refund or No Amount Due): (573) 751-3505
P.O. Box 329 P.O. Box 500 Fax: (573) 751-2195
Jefferson City, MO 65105-0329 Jefferson City, MO 65105-0500 E-mail: income@dor.mo.gov

19322051064 MO-1040 Page 5 1064

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