2008 RI-1040S Cover.Qxp

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2008 RI-1040S Cover.Qxp 2008 RI-1040S RHODE ISLAND RESIDENT INDIVIDUAL INCOME TAX RETURN THIS BOOKLET CONTAINS: RI-1040S RI-4868 RI Tax Computation Worksheet RI Schedule EIC RI-1040V Instructions RI-1040H RI Tax Table GET YOUR REFUND FASTER - E-FILE! SEE BACK COVER FOR DETAILS. WWW.TAX.RI.GOV CAN I FILE THE RI-1040S? YES! YOU CAN FILE THE RI-1040S! DO YOU HAVE ANY OF THESE ITEMS? Modifications Other Rhode Island Credits Allowable Federal Credits (except EIC) NO Other RI Taxes Capital Gains Alternative Minimum Tax Worked in Another State YES YOU MUST FILE RI-1040 Forms are available on our web site: WWW.TAX.RI.GOV or by calling: (401) 574-8970 WHY SHOULD I FILE THE RI-1040S? Easier to understand Less lines to complete - less chances to make an error Smaller return allows us to process your return faster Smaller booklet benefits all taxpayers by reducing printing and mailing costs RHODE ISLAND RI-1040S RESIDENT INDIVIDUAL INCOME TAX RETURN 2008 First Name Initial Last Name Your Social Security Number NAME AND ADDRESS Spouse's First Name Initial Last Name Spouse’s Social Security Number Present Home Address (Number and street, including apartment number or rural route) Daytime Telephone Number please print ( ) or type City, Town or Post Office State Zip Code City or Town of Legal Residence ELECTORAL If you want $5.00 ($10.00 if a joint return) to go If you wish the 1st $2.00 ($4.00 if a joint return) to be paid to a to this fund, check here. (See instructions. This Yes specific party, check the box and fill in the name of the political CONTRIBUTION will not increase your tax or reduce your refund.) party. Otherwise, it will be paid to a nonpartisan general account. Check only FILING 12 3 4 5 STATUS one box Single Married filing jointly Married filing separately Head of Household Qualifying widow(er) 1. Federal AGI (Adjusted Gross Income) - Federal Form 1040, line 37; 1040A, line 21 or 1040EZ, line 4..................... 1. Standard Deductions - RI standard deduction (left margin) or amount from Federal Schedule A, line 29, whichever is greater. Deduction 2. 2. for: If you itemize and line 1 is over $159,950 ($79,975 if married filing separately) see page I-3 of instructions............................. People who 2A. Check if: checked any YOU were 65 or older, (born before 01/02/1944), YOU are Blind, Total box on 2A, see boxes SPOUSE was 65 or older, (born before 01/02/1944), SPOUSE is Blind page 2, line 32 } checked for deduction (If you checked any box above, see page 2, line 32 for deduction amount.) amount. If you can be 3. Subtract line 2 from line 1............................................................................................................................................. 3. claimed as a Exemptions - Enter federal exemptions in box then multiply by $3,500 and enter result in 4. dependent see 4. X $3,500 = 4. page I-4 of If line 1 is over $119,975, see the worksheet on page I-3 for exemption amount...................................... instructions. 5. RI Taxable Income - subtract line 4 from line 3............................................................................................................. 5. All others: Single 6. RI INCOME TAX - Use RI Tax Table or Tax Computation Worksheet to figure the tax on amount on line 5............... 6. $5,450 Married filing jointly or 7. RI use/sales tax (see page I-4 of instructions).............................................................................................................. 7. Qualifying widow(er) 8. RI checkoff contributions from page 2, line 31 (contributions reduce your refund or increase your balance due)............ 8. $9,100 Married filing 9. TOTAL RI TAX AND CHECKOFF CONTRIBUTIONS - add lines 6, 7 and 8.............................................................. 9. separately $4,550 10. Head of A. RI 2008 income tax withheld (please attach forms W-2, 1099, etc.)........................... 10A. household Check if $8,000 B. 2008 estimated tax payments and amount applied from 2007 return......................... 10B. extension is attached. C. Property tax relief credit from RI-1040H, line 15 or 22 (attach form RI-1040H).......... 10C. D. RI earned income credit from page 2, RI Schedule EIC, line 23................................. 10D. ATTACH FORMS E. Other payments............................................................................................................ 10E. W-2 AND 1099 F. TOTAL PAYMENTS AND CREDITS - add lines 10A, 10B, 10C, 10D and 10E.................................................... 10F. HERE 11. If line 9 is LARGER than 10F, subtract line 10F from 9. YOU OWE THIS AMOUNT. COMPLETE RI-1040V.... 11. 12. If line 10F is LARGER than 9, subtract line 9 from 10F. THIS IS THE AMOUNT YOU OVERPAID................... ☺ 12. 13. Amount of overpayment to be refunded........................................................................................................................ 13. 14. Amount of overpayment to be applied to 2009 estimated tax............................................ 14. Under penalties of perjury, I declare that I have examined this return, and to the best of my knowledge and belief, it is true, correct and complete. Your Spouse’s Signature Signature Date Date If you do not need forms mailed to you next year, check box. May the division contact your preparer about this return? Yes Paid preparer’s signature and address SSN, PTIN or EIN Telephone number ( ) mail returns to: The RI Division of Taxation - One Capitol Hill - Providence, RI 02908-5806 RI-1040S 2008 RI SCHEDULE EIC RHODE ISLAND EARNED INCOME CREDIT 15. Rhode Island income tax from RI-1040S, page 1, line 6................................................................................................................. 15. 16. Federal earned income credit from Federal Form 1040, line 64a; 1040A, line 40a or 1040EZ, line 8a........................................... 16. 17. Rhode Island percentage................................................................................................................................................................... 17. 25% 18. Multiply line 16 by line 17................................................................................................................................................................... 18. 19. Enter the SMALLER of line 15 or line 18.......................................................................................................................................... 19. 20. Subtract line 19 from line 18 (if zero or less, enter the amount from line 19 on line 23. Otherwise, continue to line 21)....... 20. 21. Refundable percentage...................................................................................................................................................................... 21. 15% 22. RI refundable earned income credit - multiply line 20 by line 21....................................................................................................... 22. 23. TOTAL RI EARNED INCOME CREDIT - add line 19 and line 22. Enter here and on RI-1040S, page 1, line 10D...................... 23. RI CHECKOFF CONTRIBUTIONS NOTE: Contributions reduce your refund or increase your balance due. $1.00 $5.00 $10.00 Other 24. Drug program account....................................................................... 24. $ _____________ Olympic 25. Yes $1.00 Contribution ($2.00 if a joint return)................................................................ 25. Contribution 26. RI Organ Transplant Fund................................................................. 26. $ _____________ 27. RI Council on the Arts........................................................................ 27. $ _____________ 28. RI Nongame Wildlife Fund................................................................. 28. $ _____________ 29. Childhood Disease Victims’ Fund...................................................... 29. $ _____________ 30. RI Military Family Relief Fund............................................................ 30. $ _____________ 31. TOTAL CONTRIBUTIONS - add lines 24, 25, 26, 27, 28, 29 and 30 - Enter here and on RI-1040S, page 1, line 8................... 31. 32. STANDARD DEDUCTION SCHEDULE FOR PEOPLE AGE 65 OR OLDER OR BLIND Enter the number of boxes checked on page 1, line 2A and continue below................................................................................... 32. THEN your RI standard deduction If your filing status is ..... AND the number on line 32 is .... RI-1040S, line 2 is .... Single 1 $6,800 2 8,150 Married filing jointly 1 10,150 or 2 11,200 Qualifying widow(er) 3 12,250 4 13,300 Married filing separately 1 5,600 2 6,650 3 7,700 4 8,750 Head of household 1 9,350 2 10,700 Page 2 RI-1040HRHODE ISLAND PROPERTY TAX RELIEF CLAIM 2008 First Name Initial Last Name Your Social Security Number Spouse's First Name Initial Last Name Spouse’s Social Security Number Present Home Address (Number and street, including apartment number or rural route) Daytime Telephone Number City, Town or Post Office State Zip Code City or Town of Legal Residence PART 1 ANSWER THE FOLLOWING QUESTIONS TO DETERMINE IF YOU QUALIFY FOR PROPERTY TAX RELIEF A. Were you a legal resident of Rhode Island for all of 2008.............................................................................................................. A. YES NO B. Did you live in a household or rent a dwelling that was subject to property tax............................................................................
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