OREGON FORM 40F 2-D BARCODE RETURN - W/BC INDEXES
2011
Oregon Personal Income Tax Federal Worksheet
Last name
First name and initial
Social Security number (SSN)
–
–
Spouse’s last name if joint return
Spouse’s first name and initial if joint return
Spouse’s SSN, if joint return
–
–
PART 1: OREGON 1040
1
Single
4
Head of household
168
171
2
Married filing jointly
5
Qualifying widow(er)
169
172
3
Married filing separately
170
6c
Check if: Qualifying child for child tax credit
(4)
173
DRAFT
6c
Check if: Qualifying child for child tax credit
(4)
174
6c
Check if: Qualifying child for child tax credit
(4)
175
6c
Check if: Qualifying child for child tax credit
(4)
176
6d
Total number of exemptions
177
7 Wages, salaries, tips, etc. .............................................................
.. 7
178
FOR VENDOR USE ONLY
179
8a Taxable interest .............................................................................
8a
with Barcode Indexes
180
8b Tax-exempt interest ......................................................................
8b
181
9a Ordinary dividends ........................................................................
9a
182
9b Qualified dividends .......................................................................
9b
183
10 Taxable refunds, credits, or offsets of state and local income tax
10
11 Alimony received ......................................................................................................................................................................... 11
184
185
12 Business income or (loss) ........................................................................................................................................................... 12
186
13 Capital gain or (loss) ................................................................................................................................................................... 13
187
14 Other gains or (losses) ................................................................................................................................................................ 14
188
15b IRA distributions-taxable amount ............................................................................................................................................. 15b
189
16b Pensions and annuities-taxable amount ................................................................................................................................... 16b
17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. ...................................................................................... 17
190
191
18 Farm income or (loss) ................................................................................................................................................................. 18
192
19 Unemployment compensation .................................................................................................................................................... 19
193
20a Social Security benefits ............................................................................................................................................................ 20a
194
20b Social Security benefits taxable amount .................................................................................................................................. 20b
21 Other income .............................................................................................................................................................................. 21
195
22 Total income ................................................................................................................................................................................ 22
196
197
23 Educator expenses ..................................................................................................................................................................... 23
198
24 Certain business expenses of reservists, performing artists, and fee-basis government officials ............................................. 24
199
25 Health savings account deduction ............................................................................................................................................. 25
26 Moving expenses ........................................................................................................................................................................ 26
200
27 Deductible part of self-employment tax ..................................................................................................................................... 27
201
202
28 Self-employed SEP, SIMPLE, and qualified plans ...................................................................................................................... 28
203
29 Self-employed health insurance deduction ................................................................................................................................ 29
204
30 Penalty on early withdrawal of savings ....................................................................................................................................... 30
205
31a Alimony paid ............................................................................................................................................................................. 31a
206
32 IRA deduction ............................................................................................................................................................................. 32
207
33 Student loan interest deduction .................................................................................................................................................. 33
208
34 Tuition and fees ........................................................................................................................................................................... 34
209
35 Domestic production activities deduction .................................................................................................................................. 35
210
36 Total adjustments ....................................................................................................................................................................... 36
211
37 Adjusted gross income ............................................................................................................................................................... 37
39a Total boxes checked ........................................................................................................................................................... 39a
212
39b Check box if your spouse itemizes on a separate return or you were a dual-status alien ...................................................39b
213
40 Itemized deductions or your standard deduction ....................................................................................................................... 40
214
44a
Form(s) 8814
215
44b
Form 4972
216
44 Tax ............................................................................................................................................................................................... 44
217
45 Alternative minimum tax ............................................................................................................................................................. 45
218
219
47 Foreign tax credit ........................................................................................................................................................................ 47
220
48 Credit for child and dependent care expenses ........................................................................................................................... 48
221
49 Education credits ........................................................................................................................................................................ 49
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Continued on page 2
150-101-040-3 (Rev. 09-11) DRAFT 08-30-11