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Paper
2-D with header only
2-D with grid & data
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82
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2012
For office use only
Amended return
OREGON
4
4
Amended Return
2012
OREGON INDIVIDUAL INCOME TAX RETURN
Form
5
5
Form
40P
40P
For Part-Year Residents
For office use only
Individual Income Tax Return
6
Fiscal year ending
6
f r o m
X X / X X / X X X X
T o
X X / X X / X X X X
K
F
P
J
7
7
FOR PART-YEAR RESIDENTS
P S S N X X - X X X X
S S S N X X - X X X X
8
8
P l a S T N a m e X X X X X X X X X X X P f i r S T N a m e X X i
d o B
X X / X X / X X X X
d e C e a S e d
Oregon resident:
Fiscal year ending
mm
dd
yyyy
mm
dd
yyyy
9
9
K
F
P
J
S l a S T N a m e X X X X X X X X X X X S f i r S T N a m e X X i
d o B
X X / X X / X X X X
d e C e a S e d
From
To
10
10
e X T e N S i o N f i l e d
a d d r e S S 1 X X X X X X X X X X X X X X X X X X X X X X X X X X X
P H o N e
X X X - X X X - X X X X
Last name
First name and initial
Social Security No. (SSN)
Date of birth
(mm/dd/yyyy)
11
11
a d d r e S S 2 X X X X X X X X X X X X X X X X X X X X X X X X X X X
8 8 8 6
–
–
Deceased
12
12
Spouse’s/RDP’s last name if joint return
Spouse’s/RDP’s first name and initial if joint return
Spouse’s/RDP’s SSN if joint return
C i T Y X X X X X X X X X X X X X X X X X S T Z i P X X X X X X X
N e W N a m e / a d d r e S S
Date of birth
f o r m 2 4 f i l e d
(mm/dd/yyyy)
13
13
–
–
C o U N T r Y X X X X X X X X X X X X X X X
f o r C o m P U T e r U S e o N l Y
Deceased
14
14
f i l i N g S T a T U S :
X X X X X X X X X X X X X X X X X X X X X
Current mailing address
Telephone number
15
15
(
)
S P o U S e :
X X X X X X X X X X X X X X X S S N - X X - X X X X
16
16
City
State
ZIP code
Country
P a r T N e r :
X X X X X X X X X X X X X X X S S N - X X - X X X X
If you filed a return last year, and your
17
17
name or address is different, check here
q U a l i f Y i N g N a m e :
X X X X X X X X X X X X X X X X X X
18
18
•
PRINT 2-D BARCODE HERE
e X e m P T i o N S :
Filing
1
Single
Exemptions
19
19
Status
•
•
6 a S e l f :
2a
r e g U l a r
d i S a B l e d
X
Married filing jointly
Total
20
20
2b
Registered domestic partners (RDP) filing jointly
Check
6 B S P o U S e / r d P :
r e g U l a r
d i S a B l e d
X
6a
6a
21
Yourself ...........
Regular
...... Severely disabled
....
21
only
3a
Married filing separately:
6 C a l l d e P e N d e N T S :
X X X X X X X X X X X X X X
X X
one
6b
b
22
Spouse/RDP ...
22
Regular
...... Severely disabled
......
Spouse’s name _____________________________ Spouse’s SSN ___________________
⁄
box
1
6 d d i S a B l e d C H i l d r e N o N l Y :
X X
Minimum
" white space
•
3b
8
Registered domestic partner filing separately:
6c
c
23
All dependents
23
First names __________________________________
X X X X X X X X X X X X X X X X X X X X X X X X X X X X X
around all four sides of barcode
Partner’s name _____________________________ Partner’s SSN ___________________
•
6d
d
24
Disabled
24
First names __________________________________
4
Head of household:
Person who qualifies you ________________________________
6 e T o T a l e X e m P T i o N S :
X X
children only
•
Total
6e
25
25
5
Qualifying widow(er) with dependent child
(see instructions)
7 a S e l f
:
6 5 o r o l d e r
B l i N d
•
•
26
26
•
•
•
7a
7b
You
7c
You have
7d
You filed
S P o U S e / r d P :
6 5 o r o l d e r
B l i N d
You were:
65 or older
Blind
27
Check all that apply
➛
filed an
federal
27
Oregon
Spouse/RDP was:
65 or older
Blind
extension
Form 8886
Form 24
28
28
Federal column (F)
Oregon column (S)
29
29
.00
•
.00
8 Wages, salaries, and other pay for work. Include all Forms W-2 ........................ 8F
8S
INCOME
30
30
•
.00
.00
9 Taxable interest income from federal Form 1040, line 8a ...................................... 9F
9S
31
31
.00
•
.00
10 Dividend income from federal Form 1040, line 9a ................................................. 10F
10S
32
32
.00
•
.00
11 State and local income tax refunds from federal Form 1040, line 10 .................... 11F
11S
33
33
•
.00
.00
12 Alimony received from federal Form 1040, line 11 ................................................ 12F
12S
34
34
.00
•
.00
Include
13 Business income or loss from federal Form 1040, line 12 ..................................... 13F
13S
35
35
proof of
.00
•
.00
14 Capital gain or loss from federal Form 1040, line 13 ............................................. 14F
14S
36
36
withholding
.00
•
.00
15 Other gains or losses from federal Form 1040, line 14 .......................................... 15F
15S
(W-2s,
37
37
.00
•
.00
1099s),
16 IRA distributions from federal Form 1040, line 15b ............................................... 16F
16S
38
38
payment,
•
.00
.00
17 Pensions and annuities from federal Form 1040, line 16b ..................................... 17F
17S
39
39
and payment
.00
•
.00
18 Rents, royalties, partnerships, etc., from federal Form 1040, line 17 .................... 18F
18S
voucher
40
40
.00
•
.00
19 Farm income or loss from federal Form 1040, line 18 ........................................... 19F
19S
41
41
•
.00
.00
20 Unemployment and other income from federal Form 1040, lines 19 through 21 ... 20F
20S
42
42
•
.00
•
.00
21 Total income. Add lines 8 through 20 .................................................................
21F
21S
43
43
.00
•
.00
22 IRA or SEP and SIMPLE contributions, federal Form 1040, lines 28 and 32 ......... 22F
22S
ADJUSTMENTS
44
44
TO INCOME
.00
•
.00
23 Education deductions from federal Form 1040, lines 23, 33, and 34 .................... 23F
23S
45
45
.00
•
.00
24 Moving expenses from federal Form 1040, line 26 ................................................ 24F
24S
46
46
•
.00
.00
25 Deduction for self-employment tax from federal Form 1040, line 27 .................... 25F
25S
47
47
.00
•
.00
26 Self-employed health insurance deduction from federal Form 1040, line 29 ........ 26F
26S
48
48
.00
•
.00
27 Alimony paid from federal Form 1040, line 31a ..................................................... 27F
27S
49
49
•
•
•
•
.00
.00
28y $
28 Other adjustments to income. Identify:
28x
28z
28F
28S
Schedule
50
50
•
.00
•
.00
29 Total adjustments to income. Add lines 22 through 28 ......................................
29F
29S
51
51
•
.00
•
.00
30 Income after adjustments. Line 21 minus line 29 ...............................................
30F
30S
52
52
•
•
.00
.00
ADDITIONS
31 Interest on state and local government bonds outside of Oregon .....................
31F
31S
53
53
•
•
.00
.00
32 Federal election on interest and dividends of a minor child ...............................
32F
32S
54
54
•
•
•
•
.00
.00
33y $
33 Other additions. Identify:
33x
33z
......
33F
33S
Schedule included
55
55
•
.00
•
.00
34 Total additions. Add lines 31 through 33 ............................................................
34F
34S
56
56
•
.00
•
.00
35 Income after additions. Add lines 30 and 34 ......................................................
35F
35S
57
57
•
.00
SUBTRACTIONS
36 Social Security and tier 1 Railroad Retirement Board benefits included on line 20F ..
36F
58
58
•
•
•
•
.00
.00
37y $
37 Other subtractions. Identify:
37x
37z
37F
37S
Schedule included
59
59
.00
.00
•
•
38F
38 Income after subtractions. Line 35 minus lines 36 and 37 .................................
38S
60
60
•
.
__ __ __
__ %
Carry this
39 Oregon percentage. Line 38S ÷ line 38F (not more than 100.0%)
39
61
61
amount to line 40
62
62
➛
NOW GO TO THE BACK OF THE FORM
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63
150-101-055-2 (Rev. 12-12) DRAFT 1, 08-06-12
150-101-055 (Rev. 12-12) DRAFT 1, 08-06-12
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