] 1040

Label
(See In strucllons OR page 19.) L A B E L H E R E

'.

I)

D.port!owlDr \110

U.S~Individual Income Tax Return
Your fimt name and IniHa!

"_~!Y

I'

-Inlom$l ROVOll"a ~t'II""

,:woo, Last name

2000 ~~
ondln,g

IRS U ... Only _ Dc not ... 11100' ;lapl.

In II1lo SI'''"'

20

j_

OMS No. 1~5-0074

JOSEPH R.

If a JoInt retu m, spouse's fi rst namB and lnlUal

BIDEN,
Lasl .narne

JR.

Usa the IRS labal. othalWise,
please print

Home address /number and slreetJ.lf',lou hava a P.O,., ox, see page~9. b City, town or post office, state, and ZIP coda.

JILL T.

~IDEN

1

,Apt-no.

.A. IMPORTANTl
You mus] antar your SSN(s) above.

...

or typo.

Filing Status

1 2

3
4 Check only
DnB

Married filing lolnt return (even If only one had lncorne) Married fiUng sepamts return. Enter spouse's soc. S6C. no. above and full name hero. ,.. ~ __ ~~~~~~~~~~_ Head of house,hold (with qualifying person). (Sea page 19.) Inhe qualifying porson is a child but not your dependent, enter thlschiJd's
name here ..... ~~~~~~~~~~~~~-;:-~~~~~~~~~~~~~_~~ Qual/fylng Wldow/arJwHh dependent Child ellrsPDU'se died Yourself. Check box 6a
(2) O.".od.nt'a.&I)QIEII

bol{.

5
6a

Ithis or her lax return, do not .
f:l)D"p""d"'~3 ",1.UD .. hll> to
YDY

__

~~_

Exemptions

If your parent (Dr someone else) nan claim you as a dependenlDn

b [X] Spouse
t

No. Cofbc:Xtt:iII ""OGkod on 'So snd~

2

Dopondsll\l;: IU Flmt nllmQ

=rl\yn"IIllJor

\iIItIO:

""U~"'n"n ao
• !"oIl

No. o!YO.'

with

YOll

1

ASHLEY EIDEN
If m OrBthan six dependents,

AUGHTER

• did "01 II_a. wliil Y"" duo ID dl"""",

or DepwnUc:n

(.... pag<l.2O)

sea page 20.

Pep.ode"!;"",, So
n:!:ll entered
.eb:DV{I

Income
Attach W-2Q here. Also allaoh
Form(s)

FOIms W·2a.nd

7 Wages, salaries, tips, etc. Attach Form(s) W-2 8a TaKable Interest. Attach Schedule B If required b TU-tlKernpllnterest.Do nol Include on line 8a 9

"

_.........

I--':..-..t---=-=.L..:~:'-:-

~~I.
.••••.•..

--=~

18
11 12

Ordinary dividends. Attach Schedule B If reQubed •.•. Taxable refUnds or credits ot stale B.nd locallncame taxes Alimony i'l!ceivad '

f--'!~I------.--.:=.
.

11199-RIltu was wllbheld.

gata W-2,

Ii you did. no!

saa paaa 21. Enclose, but do not allach, any

pil}'manl. A1s0, please use Form 1 04 D·If.

Business income Dr (loss). Atlach SChedula C or G-EZ . 13 Capllal gain or (loss). Attach Schedule 0 If 18QuirBd. If nct required, check 11018 ,........... 0 14 OUler gains DT (losses). Attach Form 4791 }---:-~ 16a TolallRA oLStrlbuUons 1'5a lib Ta:<ab!aamount (see pago 23) 1611 Total pensions .and annuIUBs...... , Bab Taxable amount (sea pa(J8 23) 17 RenlalrBal estats, reyalUes, partnarnhlps, Scorporations, truslS. ete. Allac.h Schedule E . 18 Fann Income or (loss). Attach Schedule F . 19 Unemployment compensaUon . 2Da Social security benefits I 20a I I Ii Taxable amount (see palla 25) 21 otharlncome. Ust type ami amount (sge page __,_~~~~~~ ~~~~~_

---=-__

,-:-:=--

Adjusted Gross Income

22 23

IRA deduclion

(sae page 21)

.

24
25

Student loan interest deduction (ssa page 27) Medical savings account deducUon. Allach FORn8853 One-half of se!f-omployment Sail-employed

r~t--~~~~~---l~~~1
, .. .. .
.

26
27

Maving expanses. Attach Form 39113 tax.Al!ach. SChedule SE
haaHh Insurance deduction (saa page 29}

28
29

3D 31a

Sejf.amployed SEP, SIMPLE, and qualtJiad plans PenallY 011 aa rll' withd rawal of savings
Alimony paid b Rilclplsnt's SSN'" --'-_-'__ Add Hiles 23 through 31a S line Una22..Th!s Is

.. .
.....:... .

·81~~11LIiA

32 33

..

For Dis~osure,. Privacy Act. and Paperwork Redutlhm Att Notite, see page 56.

Form 1040

R. BIDEN
34 Amount from IIno 3S (adjusted gross Income) a5a Check if:

T. BIDEN

Tax and Credits
Slondllld !i:lrMast

D You warn

65 or older,

0

BUml;

D Spouse

was 65 or oldar,

D Blind.
85a 3Sb

r:;.:.==1..-__

Add tho numbllrof
Deducllon Peepl. Sinelo:
54,400 Huadof hou.eilokl: $6.4&1

boxlfS checked above and entBrthe total here

b tfyou are marnad filing separately and your spouse itemlms deductinns, or you wara a dU3.J.sia.luullen, see page 31 and check here 36 Enter your Itemized daductJllns from Schedule A, One 28, or stanllard deduction shown on tha laft. Bul see pays 31 to find your standard deducHon II you checked any box on line 35a or 3Sb Dr Ifsome0l19 can claim you as a depBnQsnt 37 38 39 Subtlact line 36 from IIna 34 line Sd. If 40 41 42 43 44 46 46 _ "lina 34 Is $96,700 or less, multiply $2,800 by the total number of exemptions claimed on

. . . .. . ..

nne 34

Is Ollef $96,700, see tile worlc.shest on page 32 forlhe amount to enter

Taxable Income. Sublract lJne 38 from Una 37. If IIna 3815 more than tine 37, enlaf..(}Tax (SS8 page 32). Check If any fJom lax

MIll1IDdHIT.g
joInltt or qualifying

aD

Form(sj B814

b

D

Form 4972

Altematille minimum tax. Attach Form 6251
Add lines 40 and 41 Foreign tax credit. Attach Fonn 1116 ff required CrellIt for cl11!d and dependent calli axps·nses. Attach Form 2441 Credit for the elderly or the disabled. Attach Schedule R Education credits. Attach Form B85~ Child tax credit (SBS page 36) AdopUnn credit AHach Form B839 other. Check iffrom a G Fonn 88D1 . d . . .
I--'!~I--

wid",",.", $7,350 MlI.rrIod nllng
'ep818le!y;

III-

_

$3.675

47
4B 49 5D

1-2'4-------

D

DFOlT1l38DO

DForm

b (specify)

0

.. Form 8396
1-.::::!.....l.__'

Add lines 43 through 49. These Bill your lolal credits

.

enter-D-

~
. . .. . .

Other Taxes

52
53 54 55 56

Self"flmploymonl

tax ..Attach Schedule BE

Social secunty and Medicare

tax on lip

income not reported to employer. Attach Fonn 4137

Tax on lRAs, other mtimmen! plans, and MSAs. Attach Form 5329 if rSQulred

Advance Bamod income credit payments from Form(s) W-2
Household employment

~

taxes. Attach Schedule H

.~

Payments
If you nOlI" aqu.Urylng child, slIiIl>ll
ScI:I",IUI.

58 69

Feoorall.ncome lax withheld from Forms W-2 and 1099 •.•.••.•••........••.•...•.•..
:!.OOO Bstlmatlid tax payments and amount applied from 1999 retum

60a Earned Incoma credit (EtC)

Ere. 61 62 63 64

b Nontaxable eamod Income: amount IIIand type .... ~ -:::-::::::-::~-;:--_ Excess social sBcun!y and RRTA tax wllhheld (sBe pago 50) •.. ~.'J' ;l;'... .w.' Additional child tax credit. Attach Form 8812 ...........•...••...••..••.•.............•.•• Amount paid with requestfor extrlnsion In file other payments. Check II from a Form 2439 b

J....
.
1....l;!:!...J. _

0

DfOlT1l4196

Refund IIIIII-

HB If line 65 Is more than llns 57, subtract line 'Sf from line 65. TIIis Is Ihe amount you overpaid 67a Amount ofllns 66 you want refunded to you b RouUng numbar d Account number _................... Type: _

. ...

III- C

D Checking D Savings

Keep a copy for your records.

~

Spou•• •• "~n.lu....

.. joint ",tum, both mu.!

algn.

Paid
Use Only

P"'P""""
.lgnllluJ8

2

SCHEDULES A&B (Form 1040)

Schedule A - Itemized Deductions
(Schedule B is on page 2)
to Form 1040. Sell

. & JILL T. BIDEN
Medical and Dental Expenses Taxes You Paid
(See pageA-2.) CauUon: Donot include expensBs reimbursed or paid by oiliers. 1 Medical and dental El){penses(see page A·2) Enter amount from Form 1040, line 34 .. . . __ . .

::

:

_

.

2 3
4

MuLtiply line 2 above by 7.5% (.075) 3 Is more than Ime 1 enter.()· State and loc:allncome taxes

5
S 7 8

Real estate taxes (see page A·2)
Personal property taxes other taxes. Ust type and amount

iii'9

Add lilies 5

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

Interest You Paid
(See pageA-3.) Note: POlSonal Interest Is no! deductibl.e.

1D 11

~------------------------------------12 Points not reported to you on Form 1098. (See pags A-S.) 13 Investment Interest. Attach Form 495211 required. (Ses pags A'S,) 14 Add lines 10
15 16 17 16 1.9 20 Unrelmbursed employee expenses· job travel, union dues. Job education, etc. You MUST attaoh F0l1l1210S or 2106·EZ lfrequired. (See page A-5.) Gifts by cash or check. If you made any gift of $250 or more, see pege A·4 , _ Other than by cash or check. If any gift of $250 or more, see page A-4. You MUST attach Form B2B3lfover$500 Carryover from ptfor year Add fines 15 --- ---

Home mortgage Interest and points reported to you on Form 10gB . Home mortgage Interest not reported to you on F011l1109B.lf paid to the person from whom you bought the home, aea page A·3 and showlhat person's name. identifying no., and address

r-="f-~~-----1

L...:..::..I..-----r-i

Gifts to Charity
If you madea gilt and gol a benefit for II.

.

r=+------i
....." -----r-;

sea page A-4. Casua ltv and Than LesSeS

Job Eljlanses and Most

DIllB.T

MIscsllaneDus

Deductions

~------------------------------------21 22 Tax preparation fees other e.xpenses -Investment, safe deposit box, etc. Ust type and amount .

(See pageA-5 for expensBsto deduct here.)

~------------------------------------23 24 25 26 Add Ilnes 20 tllrough 22 Enter amount from Form 1040, lIoe34 Multiply line 24 above by 2% (.02) .._ Subtract line 25 from line 23. If line 25 . .__ • . .

Dllter Mis CBill! ne DUS Deductions

27

1iI'-

other' from list on page A-S. Usl type and amount

_

Total Itemlzed Deductions

2IJ

Is Form 1040,line 34, over $126,960 (over $B4,475If married filing separately)?

o

N.D. Your deduction Is not limited. Add the amounts In the far right column } for ifnes4 througll27. Also, enteron Fonn 1040,IIne 36. Your dedUction may be limited. See page A-5 for the amount to enter.

D[) YES.

. ••••••• +.~.,..;.•.

For Paperwork Reduction Act Notice, see Fonn 1040 instructions.

3

Schedule A (Form 1040) 2000

SCHEDULED
(Form 1040)
~

Capital Gains and Losses
Attach to Form 1040. .. See I.nstructions for Sohedule D 1040).

II) Gain Dr [loss)
Subbact (e) fItIm (Il)

1

2 Enter YOLlr short-term totals 3 Total short-term sales price amounts. Add column (eI) of llnes , and 2....................................

~2~ L...!3:........t1..-

_ _ j--:!.......jf------l--'~f------..

4 Short·term gain from Form 6252 and short-term gain or Qoss) from Forms 4684, 6781, and 8824 5 Net snort-term gain or Ooss) from partnerships, S corporations, estates, and trusts from Schedule(s} K·' 6 ShorHerm capital loss carryover. Enter the amount,lf any, from line 8 of your 1999 Oapltalloss carryover Worksheet

(~ aa In or (foss)
Subtrooot (o)1rom (d)

B

214

<1

9 10 11 12

Enter your 1000g-termtotals Total long-term sales price amounts. Add column (d) of lines 8 and 9

l--'9:.......j1L.....:,;10::.....L

_ ..:2::,,1;;.,..::4..:, .

Gain from F0m14797, Part I; long·term gain from Forms 2439 and 6252; and long·term gain or (loss) from Forms 4684,6781, and 8824 Net long-term gain or Ooss)from partnershIps, S corporations. estates, and trusts from Schedule(s) K·' . ,

..
. .. . ~

13 Capital gain distributions.
14

long-term CBp~a!loss carryover. Enter In both columns (I) and (g) the amount, If any, from line 13 of your 1999 CepHal loss Carryover Work:lheet : ~

15 Combine column (g) of lines 8 through 14
16 Net long-term capital gain or (loss). CombIne column (I) of lines 8 through 14

2.

* 28%
LJ-IA

rate gain or loss Includes all 'collectibles gains and losses' and up to 50% of the eligible gain on qualified email business stock. For Paperwork R.eduotion Act Notice, see Form 1040 instructions .. Schedule D (Fonn 1040) 2000

000511/1 Do31·00

4

JILL T.
17 Combine Hnes7 and 16. If a loss, go to line 18. If a gain, enter the gain en Form 1040, line 13 Next: Complete Ferm 1040 through fine 39. Then, go to Part IV to figure your tax If: • Both lines 16 and 17 are gains, and • Form 1040, line 39, Is more than zero. otherwlse,stop here. 18 If line 17 Is a loss, enter here and as a (loss) on Form 1040, line 13, the sma.ller of these losses: • The loss on Bne 17, or • ($3,oeO) or,lf marrlel:! filing separately, ($1,500) Neld: Skip Part IV below. lnstead, complete Form 1040 through line 37. Then, complete the Capital Loss C.It.yover Worksheet

.

If:

• The loss on line 17 exceeds the loss on line 18 or

Enter your taxable income from Form 1040, line 39 20 Enter the smeliler of lIne 16 or line 17 of Schedule D 21 If you areflflng Form 4952, enter the ilJ110untrom Form 4952, nne 4e f 22 Subtract line 21 from line 20. If zero or less, enter -023 Combine line 7

. . . .
~~ _

and 15.lf%ero

or less, enter .Q.

24 Enter the smaller of line 15 or line 23, but not le5s than zero 25 Enteryourunreceptured secUon 1250 gain, If any, from line 17 oflhe worksheet 26 Add lines 24 end 25 : 27 Subtract line 26 from Une22. If zero cr less, enter -o28 Subtract lIne 27 from nne 19. If zero or less, enter -029 Enter the smllller of: • The amount on line 19 or • $26,250 If single: $43,650 If married fiUngJointly or qualifyIng widow(er); $21,925 if married filing separately: or $36,150 jf head of household 3D Enter the smaller of lIne 28 or IIne29 32 Enter the l.argBr of line 30 or line 31 33 Flgure the _ _ 31 Subtracillne 22 from line 19. if zero or less. enter-o} _ .

I-==~--------

~!.L..

_

..
..

.. . ..
~:..1...._-:_

tax on the

amount on line 32..Use the Tax Table or Tax Rate Schedules, whichever applies _ _

Note. If the amounts on lines 29 end 30 are the same, sldp lines 34 through 37 34 Enl.srtheamountfrom line 29 35 Enter the amount from line 80 36 Subtract line 35 from line 84.................... 37 Multiply line 36 by 10% (.10) Note.lfths amounts On Hnes19 and 29 are the same, skip fJnes36throuQh 51 38 Enter the smeller of line 19 or line 27 39 Enter the amount from line 36 40 Subtract line 39 from line 38 41 MuHiply Une40 by 20% (.20) Note. If line 26 Is zero or blank, skip lines 42 through 51 and go to line 52. 42 Enter the smaller of line 22 or line 25 43 Add lines 22 and 82 44 Enter the amount from line 19 . .. _._._ . . _ ..

~!4---------~~
I..!:!!:!..L...

line 38.

_
_

.. to fine 52. ~~
L.:::!~

_
_

..

45 Subtract Une44 from line 43. If zero or lass, enter ·0· 46 Subtract Dne45 from line 42. If zero or less, enter.Q·

I.::!~

_

47 Multiply line 46 by 25% (25) Note. If line 24 Is zero or blank. skip Ones48 through 51 and go to line 52. 48 Enter the amount from line 19 49 Add lines 32, 36, 40, and 46 50 Subtract line 49 from lIne 46 51 Muillply line 50 by 28% (26l... _ _ _ _ _._ . .. ..

.

I-!:!.!-!-

_

52 Add IInes33.37,41, 47, and 51 53 Agure the tax on the amount on line 19. Use the Tax Table or Tax Rate Schedules. whichever applies 54 Tax on taxable Income (inclucfJng capital gain&). Enter the sma.ller of line 52 or line 53 here and on

~'+-

_

020512 1().3.1·00

5

Schedule D (Form 1040) 2000

Form

5329
T. BIDEN

DopBllrnent o! tn" T_IY Intern ul Revcmu. Servlte

Additional Taxes Attributable to lRAs, Other Qualified Retirement Plans, Annuities, Modified Endowment Contracts, and MSAs lUnd BrSecllons 12, S30, 497a., and 4974 01Ihe Imema I Revanue Code) ... See separate Inslruollonc. .... Atlaell to fa rm 1 040.

OMS No. 1545.0203

2000
A1I!tcII","mt Sequonce No. 29

Name of Individual subject to addlUonal tax. (If married flilng Jointly. see page 2 of the Instructions.)

Your social se~url1ynumber

JILL

fill In Your Address Only If You Are Filing ThlB Formby IISBn and Nol With Yo ur Tax Return

Home address (numbar and streBI), or P.O. box If mail Is not delivered 10 your homa

APt. no.
Iflills Is an amended IlItu m, check he re

-

~

Clty, town or post office, stata, and ZIP cod8
If you only owe the 10% tax on BeJly distributions, you may be able to report this tax dirootly on Fonn 1040 without filing Fonn 5329. See Who Must File on page 1 of the Instructions •

.... 0

• &'111

Tax on Early Distributions
Complete this part If a taxable distribution was made from your qualified retirement plan OncludJng an IRA other than an education IRA), annuity contract, or modified endowment contract before you reached age 59 112. If you received a Form 1099·R that Inoorreclly Indicates an early distribution (with no known axoeptlon to the additional tax) or you reoelved a Roth IRA distribution, you aiso may have to complete this part. See page 2 of the instructions. Note: You mustlncJude the taxable amount oftha dlstdbutlon on Form 1040, Ilrw 15b or 18b.

1 Early distributions Included in gross Income. For Roth IRA distributions. soe page 2 of the Instructions ...P'.*.~",.,.'''''''I~.~:,.:,:, ....,~.. 2 Eallv dl.stributlons not subjact to addlUonal tax. Enter the appropriataexceptlon number from page 2 oflhelnslrucUans: __ . _ _ _ .. 8 Amount subject to additional tax. Subtract line 2 fram IIna 1 : .. 4 T3.X d.UB.Enter 100/0(.10) of line 3. Alsa Include this amount on Form 1040,lin8 54 .. Caullon: n any part of the amount on lina 3 was a distribution from a SIMPLE retirement plan, you may have to include 25% of that amount on line 4/nstesd of 70%. See 3 of the Instltlctions.

Tax on Certain Taxable Distributions

From EdUcation (Ed) IRAs
1040, line 15b.

Complete thIs pa It If you had a taxab Ie amount on Form 8606, IIHe 30. Nota: You mustlnc/ude the taxable amount of the 5 Taxabledistributions from your Ed IMs, from Form B606,line 30 6 Taxabls dlstrlbullons not subjeot to additional tax..Seepage 3 ofthalnstructlons Amount subject to addlUonattax. Subtract line 6 from Iina 5 : Tax due, Enter 10% of line 7. Also Inc1 this amountlln Farm 1 tlda line 54

,

. . .

Tax on Excess Contributions

to Traditional IRAs

Complete ibis part if you contributed mom to yourtradillonallRAs lor 2000 than Is allowable oryau had an excess contribution on line 1601 YOllr 1999 Fonn 5329. 9 Enter your excess contributions from line Iii of your 1999 Forrn5329. If zero, DO to tine 15 . 10 If your tradlllDnaI IRAoontrlbutions for 2000 are less than your maximum allowable contribuUoll, see page 3. othelWlse, enter -0.. 11 Taxable 2000 distributions from yourtradltionaltRAs . 12 2000 withdrawals of prio'r year excess contribUtions Included on lIne 9. Seepage 3 , .. 13 Add IInlls 10, 11. and 12 1.4 Prior year exoess contribulion.s. Subt.ractline 13 from line 9.lf zero Dr less, enter -016 Excesscontrl.buUonsfor 2000. Seo pailS 3. Do not Include this amount 011 Form 1040, Hne23 16 Total excess contlibutlons. Add lines 14 and 15 17 Tax dUll. Enter 6% (.06) of the smilller of One16 or the value ofyourtradltlonallRAs on Decsmhor31, contributions for made In Also Include lHA For Paperwork Reduction Acl NDtlce, GeBpa9B 4 of separate Instructions.

.. . .. .. 17 Form 5329 (2000)

Ol!l2S1

11·30-00

6

Im.ill
18 Enter your

Form5329t2000)

JILL T. BIDEN Tax on Excess Contributions to Roth IRAs
Complete Ihls p.arllfyou 1999 Form 5329.
8KCBSS

P~.

2

contributed

more to your Roth IRAs for 2000 than Is alloy/able oryou had an excess contrfbutlon go

on line 240fyoUT

conlrlbuUons

from line 24 of your 1999 Form S329.lfzero,

to line

23

, 1--''''--<1--------L....!::!!....JL-.... _

.

19
2D 21 22 23 24

If your Roth IRA contr1bul1ans for 2000 ara less than your maximum all oil/able contribution, sea page 3. otharvllse, enter -02000 dlstrlbul10ns from your Roth IRAs, from Form 8606, line 17................................. Add lines 19 s.nd 20 Prior year excess contributions. EXcess contributions Subtraot line 21 from line 18.11 zero or less, enter -0for 2000. See page 3

. .. ..

25

nf
28 'Z:1 28 29 3D

Complete tills parllfthe contJiblltlons 1999 Form 5329.

to your Ed IRAs In 2000 wel1l more than is allowable or you

had an excess

contribution .

on line [12

Enter the excess c.ontributlons from line 32 of your 1999 Fonn 5329. If zero, go to nne 31 If the contributions 2000 distributions to your Ed IRAs In 2000 wBlllla.ss than the maximum see page 3. QtIlelWlse, enter -0from allowable contribution,

your

Ed IRAs, from Form 8606,

nne 28 snter -0-

.. ..
.

Add lines 27 and 28 Prior year IIXl:BSS contributions. Total excess contributions.

Subtract fine 29 from line 26. "zero or less,

31
32 93

Excass cDlllrlbuJlons for 2000. SeB page 4
Add IIrms 30 and 31 Tax dUB. Enter 6% (.06) of the smaller of IIn9 32 or the value of your Ed IRAs on December 31, 2000. Also include thIs amount on Fom

.. .
.

Tax en Excess CDntrlbutions to Medica) Savings Accounts (MSAs)
Complete this part if you or your employercontribuled more to your MSAs in 2000 man Is allowable oryou had an oxcess contribution 011 line 40 of your 19B9 Form 5329. 34 35 36 37 38 39 40 41 Entertha excess contributions If the contributions ailowable contrlbullon,sae from line 40 of your 1999 Form S329.llzero, go 10 line 39 .. .. .. .. .. .. . to YOllr MSAs for 2000 are less than tha maximum page 4. Otherwise, anler -0-

Taxabla 2000 d.lstr1butlons from your MSAs, from Form 8853, line 8 Add lines 35 and 36 Prioryaar excess contr1butlons. Excess contrlbutlons Subtract IIna 37 from line 34. IIze ro or less, enlor -0-

for 2000. See page 4. Do not IncllI~o this amount on Form 1040, line 25

TotelaKcess cOllulbutlons. A.dd lines S8 and 39 Tal dUB. Enter 6% (.06) of the smaller of line 4tJ nr the value of your MSAs on Decembor 31, 2000. Also Include this amount on Form

Tax on Excess Accumulation in Qualified Retirement Plans
Complel9 this part If you die! not I1Icelve the minimum rsqulred distribution an Ee!IRA or Roth IRA). 42 43 44 45 Minimum required dlstrlbuUon. See page 4 Amount actually dlsb1butsd to you Subtract line 43 from line 42. If zern or less, enter -0Tax due. Enter 50% (.50) Df IIns 44. Also Include tills amount on F01lTl104D, line 54 from your qualified retirement plan (lncludlnQ an IRA other than 1--'4=-2-1_ _

r4~3+
r--:44~+-_~~_~ 45

_

SIgna tu Please Sign
Here Paid
Prepatel'S USti OnlW

reo

Coltmp'ae~my II fyouere fin ngt hi}S orm by Itself and not with your I

tax return.
ochoclul.. linD a\ll_I&,1ItlCI1o the ~""tDrmy knowledg. OIl oIllnIDJrnIUonolwhlol1 Pl1lpsrorlleA any knowloclg ••
ond

Under FtOlllllI!es Dr perjury. I d..:IarB lliot! h"".lBXIIInlnocl lid. IDI1l\ IpalLldlng accam~lJlying boiler, tis tree, =rrac~ and =mpl ..... DooloWlon of pro"""" (Dill., !nan Ia:<po!yorl • booed

~ Your signature Preparer's signawl1I YDllmlr.orT.
Arm'. n.""",(or

~ ~

I

Date

I

~Date Check if selfemployetl

t:]
EIN

I

Preparer's SSN or PTIN

empr~Y~1 address. prut ZIP eede

Phone no. Form 5329 (2000)

019262

12-01-00

7

, SCHEDULE H
(Form 1040)
D.~artmcnt of me nea.UIY Ullom'" Rovenua seWI"" (99)

Household Employment
(For Social Securlty, Medlcara, Wllhhald ... Income, and Federal ins1ructions.

Taxes
Unemployment (FUTA) Taxes)

OMB No: 1545·0074

II--

Attach to FO.mI 1040, 1040NR,1040NR-EZ,1040-SS,
See sep

or 1041.
Social securitY

arate

2000
number

Name

of employer

Employer

idenlilic

..tion number

JOSEPH R. BIDEN,.
A

JR.

&

JILL

T. EIDEN
or more in 2{)OO? (If any household
employee was YOUJspouse, your child

Old you pay anyone household under age

employee

cash wages of $1.200

21.

your parent.

or anyone

under age 1B. see the line

A instructions

on page

:3 befora

you answer

this questlcn.]

o
B

[K]

Yes. No.

Skip lines Band
Go to nne B.

C and go to line 1.

Did you withhold

Federal Income

tax during S..

2000 for allY household

employee?

o
C

o Yes.
No.

Skip lina C and
Go to line C.

go to line

Did youpaytotal

cash wages of $1 ,000 or more In any calendar

qUiuter of 1999 or 2000 to household

employees?

(Dc nol count cash wages pald In 1999 or 2000 to your spouse, your child under age 21, cr your parent.)

D
~

o

No, Yes.

Stop. Do not file this schedule. Skip IInO$·'·9 and go to nne 10 on page 2 ..

Social Security, Medicare. and Income Taxes

334.

4

Medicare

talles.

Multiply

line:.-l by 2.9% .•IF any

(.029)

,•.•..............•.

, ...•.•.•••.•••.••.• ,...

f-4~

-'7_;3=-;;_.
_

5 6
7 8 9

Federal income Total

tax withheld

,....... taxes

.••.. .•.................

...•........•.....

.•...........

!---'5:........j f-6:........j

seelat

security,

Medicare,

and income

(add lines 2, 4. and 5)

•.•....••.. .•...•.••.•.••••••..
,....•...... ,.•.•.. ,.••• ,.•.•.. ,.

4_O_7_._

Advance

earned Income credit (EIC) payments,
(subtract

If any

,.....•...................•.....

Net taxes

line 7 from line 6) ••.•••••..............•..•..........

,.......• ,..•.......................•.......

,..............•...•...........
employees?

407.

Did you payt.ctal

cash wages of $1 ,000 or more In any calendarquarter

of ,999 or 20110to household

(Do not count cash wages pald in 1999 or 200D to YOUfSPOUSe, your child under age 21. or your parent.)

[X] No.

stop, Enter the amount from line 8 above Oil Form 1040, line 56 •.If you are not required
thEl frne 91nstruollons

10 file Form 1040, see

on

page 4.

D Yes.
LHA

Go to line 1.0 on page 2. Reduc:;tion

For .P,aperw(lrk

Act Notice.

see F(lrTl! 1040 Instructions.

ScheduleH

{Form 1040) 2000

010051

12·'9·00

8

.'

& JILL T. BIDEN

10

Old you pay unemployment

contributions

to only one state? for

. by April

11

Old you pay all state unemployment

contributions

2000

16, 2.0017 Fisoal

year filers, see page

4

..
..

12 Were all wages that are taxable for FUTA tax also taxable for your state's unemployment Next If you ohecked If checked
the "Yes" box on ilil the lines above, complete Section A. the "No· box on of the rilles above, Section A and

tax?
Section

8.
_ _

13 Name of the state where you paid unemployment

contributions tax return

~ ~

14 15

State reporting

number

as shown

on state unemployment

Contributions

paid to your state unemployment

fund (sse page

4)

.
.

16 Total cash wages subject to FUTA tax (see page 4)

(f)
MIlltiply ccl. I>Y·054

(g) (e)
MulUply col. byccl. (el

(e)

19 Tolals 20 21

_ . tax {ass the line

..

Addcolumns{h)a.nd(l)ofllne19 Total cash w~ee subject to FlffA

16

Instructions

on page 4}

.

22 23 24

Multiply Multiply

line 21 by 6.2% (.062) line 21 by 5.4% (..054) of line 2.0 or line 23

:

.

"

:

.
..

Enter the smaller

10 Dne26

26

Enlerthe

amount

from Une 8

.

27

Add Une 17 (or Rne 25) and nne 26

. Une27 above on Form 1040, line 55.Do not complete Part IV below.

28 Are you required

D Yes.

to file Form 10407

Stop. Entertheamountfrom

room, or liii.llta

110.

UIldOfponalU"" Dr P"II"'y, I docl.1IIDIIml''''''e-.nlned 1111.""hedulo,lrdoolng """"ml""'ylng sllllBm.nls, and ID the b .. trol my Imaw1odll"Dnd bollier, R '" tIU~. cc...."t. III1d """,ple'e. payment mod. re Ii "lAlB un"",ploymenl fund claimed "" B .netl! was. or 18 Ie be, duduolod fu>m tho paymen'" '" ""'ploy .....

ND ""rtel

My

~ 010352 11-22-00

Oal. Schedu.le H (Form 1040) 2000

~~

10:

.'

,

JOSEPH R. BIDEN, FORM 1040

JR. & JILL T. BIDEN
.EXCESS SOCIAL SECURITY TAX WORKSHEET STATEMENT TAXPAYER SPOUSE
1

1. ADD ALL SOCIAL SECURITY TAX WITHHELD BUT NOT MORE THAN $4,724.40 FOR EACH EMPLOYER (THIS TAX SHOULD BE SHOWN IN BOX 4 OF YOUR W-2 FORMS). ENTER THE
TOT.AL HERE • • "• • • • •
ill • .. • • • • • III' • • • •

5,995.

3,846.

2.

ENTER .ANY UNCOLLECTED SOCIAL SECURITY TAX ON TIPS OR GROUP-TERM LIFE INSURANCE INCLUDED IN THE TOTAL ON FORM 1040, LINE 57 •••• 1 AND 2 5,995. 4,724. 1,271. 3,846. 4,724.

3. ADD LINES

4. SOCIAL SECURITY TAX LIMIT 5. SUBTRACT LINE 4 FROM LINE 3. EXCESS SOCIAL SECURITY
TAX INCLUDED IN FORM 1040, LINE 61 ••••.•.••

o.

10

STATEMENTtS)

1

,1,

I

JOSEPH R. BIDEN, JR. & JILL T. BIDEN FORM 5329 JILL T. BIDEN DESCRIPTION TRADITIONAL IRA NEW CASTLE COUNTY SCHOOL EFCU TOTAL TO FORM 5329, LINE 1 AMOUNT 3,348. 3,348. EARLY DISTRIBUTIONS INCLUDED IN GROSS INCOME STATEMENT
2

1'·'·

11

STATEMENT (S). , 2 .

Sign up to vote on this title
UsefulNot useful