Schedule I Individual - Ordinary And Necessary Expenses - 2009
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Schedule I Individual
2009
Rev. 01.10
ORDINARY AND NECESSARY EXPENSES
Taxable year beginning on __________________________________ , ________ and ending on ____________________________________ , ________
Social Security Number
Taxpayer's name
Part I:
Detail of Expenses (See instructions)
Fill in one:
1 Taxpayer
2 Spouse
58
(01)
1.
Meals and entertainment
A.
Total expenses incurred or paid ..............................................................................................................................
(02)
.
0
0
,
B.
Reimbursed expenses (meals and entertainment) ..................................................................................................
(03)
.
0
0
,
C.
Difference (If line 1B exceeds line 1A, refer to Schedule I Individual of the Long Form) ........................................
(04)
.
0
0
,
D.
Difference (If line 1A exceeds line 1B, enter the excess here) .................................................................................
(05)
.
0
0
,
E.
Enter 50% of line 1D (See instructions) ...................................................................................................................
(06)
.
0
0
,
2.
Other expenses
A.
Cost and maintenance of uniforms ..........................................................................
(11)
.
0
0
,
B.
Dues paid to unions, college memberships and professional associations ..............
(12)
.
0
0
,
C.
Purchase of educational materials by teachers ......................................................
(13)
.
0
0
,
D.
Purchase of technical books related to professional or technical work ....................
(14)
.
0
0
,
E.
Educational and improvement expenses of your profession or occupation .............
(15)
.
0
0
,
F.
Depreciation (Part II of this Schedule) ....................................................................
(16)
.
0
0
,
G.
Other expenses related to your profession or occupation .......................................
(17)
.
0
0
,
H.
Total other expenses (Add lines 2A through 2G. Enter total here) ............................................................................
(18)
.
0
0
,
I.
Reimbursement of other expenses ...........................................................................................................................
(19)
.
0
0
,
J.
Difference (If the amount on line 2 I exceeds the amount on line 2H, refer to Schedule I Individual of the Long
Form) .......................................................................................................................................................................
(20)
.
0
0
,
K.
If line 2H exceeds line 2 I, enter the excess on this line .............................................................................................
(30)
.
0
0
,
3.
Total ordinary and necessary expenses (Add lines 1E and 2K. Enter the amount on this line) ......................................
(31)
.
0
0
,
4.
Wages, Commissions, Allowances and Tips (Part 2, line 1B of the Short Form or line 1B or 1C, as applicable, of Schedule
CO Individual) ......................................................................................................................................................................
(32)
.
0
0
,
5.
Federal Government Wages (Part 2, line 2B of the Short Form or line 2B or 2C, as applicable, of Schedule CO
Individual) ..................................................................................................................................................................
(33)
.
0
0
,
6.
Total wages (Add lines 4 and 5) ....................................................................................................................................
(34)
.
0
0
,
7.
Multiply line 6 by 4% and enter here .............................................................................................................................
(35)
.
0
0
,
.
8.
Deduction for ordinary and necessary expenses (Enter here and in Part 3, line 6E of the Short Form or line 6E, Column
B or C, as applicable, of Schedule CO Individual, the smaller of the following amounts: line 3, line 7, or up to the limit of $1,500
($750 if you choose the optional computation of tax)) ...............................................................................................................
(40)
.
0
0
,
Retention Period: Ten (10) years
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