22
2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071 05-01-06 EFG Caution: Forms printed from within Adobe Acrobat products may not meet IRS or state taxing agency specifications. When using Acrobat 5.x products, uncheck the "Shrink oversized pages to paper size" and uncheck the "Expand small pages to paper size" options, in the Adobe "Print" dialog. When using Acrobat 6.x and later products versions, select "None" in the "Page Scaling" selection box in the Adobe "Print" dialog. Caution: Forms printed from within Adobe Acrobat products may not meet IRS or state taxing agency specifications. When using Acrobat 5.x products, uncheck the "Shrink oversized pages to paper size" and uncheck the "Expand small pages to paper size" options, in the Adobe "Print" dialog. When using Acrobat 6.x and later products versions, select "None" in the "Page Scaling" selection box in the Adobe "Print" dialog. CLIENT CODE: 00123 981383 2006.03000 NAME ADDRESS CITY AND STATE 123456 98765432101 02/26/2007 13:46:19

2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

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Page 1: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

2006 Tax Return(s)

Prepared for

Account NumberRelease Number

Prepared by

Date:Time:

Processing

SpecialInstructions

Messages

600071 05-01-06

EFG

Caution: Forms printed from within Adobe Acrobat products may not meet IRS or state taxing agencyspecifications. When using Acrobat 5.x products, uncheck the "Shrink oversized pages to paper size" anduncheck the "Expand small pages to paper size" options, in the Adobe "Print" dialog. When using Acrobat6.x and later products versions, select "None" in the "Page Scaling" selection box in the Adobe "Print" dialog.

Caution: Forms printed from within Adobe Acrobat products may not meet IRS or state taxing agencyspecifications. When using Acrobat 5.x products, uncheck the "Shrink oversized pages to paper size" anduncheck the "Expand small pages to paper size" options, in the Adobe "Print" dialog. When using Acrobat6.x and later products versions, select "None" in the "Page Scaling" selection box in the Adobe "Print" dialog.

CLIENT CODE: 00123

9813832006.03000

NAMEADDRESSCITY AND STATE123456

98765432101

02/26/200713:46:19

Page 2: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

Return Information

ELECTRONIC FILING

Form: 1 Sheet: 1 Box: 30

{ This return has been disqualified from electronic filing for thefollowing reason(s): (40001)

Form: 1 Sheet: 1 Box: 40

{ Form 1040. Taxpayer's (or spouse's) first and/or last name hasnot been entered. (40009)

Form: 1 Sheet: 1 Box: 44

{ Form 1040. The filing status is "Married Filing Separate", andthe spouse's name has not been entered on Interview Form 1 or ithas been overridden on Line 3 of the government form. (40015)

Form: 1 Sheet: 1 Box: 46

{ Form 1040. Taxpayer's (or spouse's, if applicable) socialsecurity number is missing or invalid. 'TAX EXEMPT', 'APPLIEDFOR' and 'NRA' are not valid for electronic filing. (40011)

Form: 1 Sheet: 1 Box: 61

{ Form 1040. Taxpayer's home address, state or ZIP code has notbeen entered. 'NONE' is a valid entry for the street address.(40010)

Form: 1 Sheet: 1 Box: 63

{ Form 1040. The city field has not been entered or is less thanthe minimum number of characters required (3). (40275)

Form: 1 Sheet: 1 Box: 65

{ Form 1040. The ZIP code is not within the valid range of ZIPcodes for the state. (40210)

Form: Alt Filing

{ Form 8453. Electronic Return Originator (ERO) information isincomplete or invalid. Check your Office Manager forcompleteness and do not enter a ZIP code on the same line withthe city and state. To ensure correct formatting of the cityand state, the state must be spelled correctly, or the standardU.S. Postal state abbreviation must be used. If enteringinformation on Interview Form 3, do not enter partialinformation. (40008)

10350221 981383 00123 2006.03000 , 00123__1

Page 3: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

Return Information

{ Form 8453. Declaration Control Number (DCN) is incomplete orinvalid. Ensure the Electronic Filing Identification Number(EFIN) has been entered in the Office Manager under ConfigureApplications/Tax Preparation/Alternative Filing Options.

Whenever ERO override information is entered on either InterviewForm 3 or Interview Form EF-1, the EFIN must be entered in Box81 of Interview Form EF-1. (40012)

{ Form 1040. Incomplete or invalid information has been enteredin the Paid Preparer's Use Only section on page 2 of Form 1040or 1040A OR page 1 of Form 1040EZ. If entering information onInterview Form 3, do not enter partial information. (40064)

{ Electronic Filing. E-mail notification has been selected forthis return, however a taxpayer e-mail address has not beenentered. If you do not want the taxpayer notified via e-mailwhen the return is accepted by the IRS please change thecustomer notification option on Interview Form EF-1, Box 42.(48284)

{ Electronic Filing. E-mail notification has been selected forthis return, however a preparer e-mail address has not beenentered on Interview Form EF-1, Box 85 or in Office Manager. Ifyou do not want the taxpayer notified via e-mail when the returnis accepted by the IRS please change the customer notificationoption on Interview Form EF-1, Box 42. (48285)

CAUTION

Form: KS 40

{ Kansas. Please include the school district number and/or thecounty abbreviation on Interview Form KS1. Kansas requires thisinformation be entered in the appropriate spaces on the Kansasincome tax return. The correct school district number and/orcounty abbreviation to be entered should be the one where thetaxpayer resided on 12/31/06. (20774)

INFORMATIONAL

Form: 1 Sheet: 1 Box: 46

{ Form 1040. Spouse's social security number is missing. (30100)

Form: 1 Sheet: 1 Box: 51

{ Form 1040. Taxpayer's date of birth is missing. (30101)

Form: Form 1040

{ Schedule A. Total itemized deductions calculated to be $269.Schedule A is not advantageous for regular tax purposes. (31432)

10350221 981383 00123 2006.03000 , 00123__1

Page 4: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

Return Information

Form: Form 1040

{ Electronic Filing. Electronic filing has been requested forthis return. The IRS requires all negative numbers to printwith minus signs when filing electronically. In this return, arequest was made to print with parenthesis either on InterviewForm 2 or in Office Manager. This option was not used in thisreturn. (30853)

{ Form 6251. Alternative minimum taxable income is $ 0. (33201)

{ Form 1040. Electronic filing has been requested for thisreturn. The IRS requires all returns to be dollar rounded whenfiling electronically. Either Interview Form 2 or the OfficeManager file has requested pennies. This option was not used inthis return. (35003)

Form: Form 1040A

{ Form 1040A. The taxpayer qualifies for filing Form 1040A.Enter a code "2" on Interview Form 4, Box 30 for preparation ofForm 1040A. If this box is left blank, Form 1040 will beprepared. (36785)

Form: Sch A

{ Schedule A. The ZIP code entered on Interview Form 1, Box 65 orInterview Form A-2, Box 116 did not return a local sales taxrate from the ZIP code table for the automatic state and localgeneral sales tax calculation. Please verify the ZIP codeentered is correct. (32554)

10350221 981383 00123 2006.03000 , 00123__1

Page 5: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

Return Information

Form: Form 1040

{ At the time of this release, forms included in this return maybe classified as either Prior Year, Preliminary, ApprovalPending, or Final Update in Process.

Prior Year -The program update is based upon the prior year tax forms.Forms produced with this classification are for reference onlyand should NOT be filed.

Preliminary -The program update is based upon preliminary forms received fromthe taxing authority. Further changes are expected. Formsproduced with this classification are for reference only andshould NOT be filed.

Approval Pending -Approval Pending forms are identified by the code "AP" in thelower right hand corner of the government form. The form hasbeen submitted to the taxing authority for scanning verificationand requires taxing authority approval before it can be filed.

Final Update in Process -Final development, testing and/or release of the program has notbeen completed. This form classification will ONLY beidentified on the ProSystem fx website. Please reviewcalculations on these forms thoroughly prior to filing.

For form-by-form release information details, please review theForms Release Status section of the ProSystem fx website,prosystemfxsupport.tax.cchgroup.com/pfxcurrent.nsf/i. (35005)

Form: KS 40

{ Kansas. Taxpayer's Daytime/Work Telephone number is missing.(32831)

10350221 981383 00123 2006.03000 , 00123__1

Page 6: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

2006 Return Summary

626310/05-01-06

401-58-9779

FEDERAL KANSAS

ADJUSTED GROSS INCOME 0. 0.ITEMIZED OR STANDARD DEDUCTION -5,150. -3,000.EXEMPTIONS -3,300. -2,250.TAXABLE INCOME 0. 0.TAX 0. 0.INCOME TAX WITHHELD 0. 0.CREDIT FOR FEDERAL TELEPHONE EXCISE TAX -30.AMOUNT DUE <REFUND> -30. 0.

ADDITIONAL INFORMATION:

FEDERAL TAX BRACKETAVERAGE TAX RATE - 0.00%MARGINAL TAX RATE - 0.0%

KANSAS TAX BRACKET - 0.00%

Page 7: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}PFX FEE CALCULATION QTY AT AMT AMT

}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}

BASIC FEDERAL FORM 1040 1 26.50

STATE & CITY FORMS & SCHEDULESKS K-40 1 6.50

SUB-TOTAL.................................. 6.50

SUB-TOTAL........................................ 33.00 S

BASIC RETURN DISCOUNT -13.50

SUB-TOTAL........................................ 19.50 S

ADDITIONAL ITEMSFEDERAL ELECTRONIC FILING EDIT 2.50

SUB-TOTAL.................................. 2.50

SUB-TOTAL........................................ 22.00 S

OTHER ITEMSCLIENT ORGANIZER 3.50PROFORMA 2.20

SUB-TOTAL.................................. 5.70

NET FEE.......................................... 27.70 T

FOR YOUR INFORMATION ONLY, INVOICE TO FOLLOW

10350221 981383 00123 2006.03000 , 00123__1

Page 8: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

06I:00123:V1 Input Listing Page 1

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~1, Sheet #1, Entity 1 Box Cnt 3

30: "KS", 42: "401-58-9779", 70: "7"

Page 9: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

1040 2006Form

U.S. Individual Income Tax Return IRS Use Only - Do not write or staple in this space.(99)OMB No. 1545-0074

For the year Jan. 1-Dec. 31, 2006, or other tax year beginning , 2006, ending , 20LabelYour first name and initial Last name Your social security number

Spouse's social security number

LABEL

HERE

(Seeinstructionson page 16.)

" "Last nameIf a joint return, spouse's first name and initial

" "Use the IRSlabel. Home address (number and street). If you have a P.O. box, see page 16. Apt. no. You must enter

your SSN(s) above.Otherwise,please printor type.

; ;City, town or post office, state, and ZIP code. If you have a foreign address, see page 16. Checking a box below will not

change your tax or refund.PresidentialElection Campaign Check here if you, or your spouse if filing jointly, want $3 to go to this fund (see page 16)9 � |  You   Spouse

1

2

3

   

Single

Married filing jointly (even if only one had income)

Married filing separately. Enter spouse's SSN above

and full name here.

4

5

 

 

Head of household (with qualifying person). If the qualifying

person is a child but not your dependent, enter this child's

name here.

Filing Status

9Check onlyone box. | Qualifying widow(er) with dependent child (see page 17)

Boxes checked on 6a and 6b6a

b

  

Yourself.

Spouse

If someone can claim you as a dependent, do not check box 6a ~~~~~~~~~~~~~~~~ pmoExemptionsNo. of childrenon 6c who:

���������������������������������������������(4) if qualify-

ing child forchild tax credit(see page 19)

u(3) Dependent'srelationship to

you

(2) Dependent's socialsecurity number

c Dependents: lived with youB did not live withyou due to divorceor separation(see page 20)

(1) First name Last name B!!!!

!!!!Dependents on 6cnot entered aboveIf more than four

dependents, see page 19. Add numbers

on linesaboved Total number of exemptions claimed������������������������������������ 9

7 7Wages, salaries, tips, etc. Attach Form(s) W-2 ~~~~~~~~~~~~~~~~~~~~~~~~~~Income8a8a

b

Taxable interest. Attach Schedule B if required ~~~~~~~~~~~~~~~~~~~~~~~~~~Attach Form(s) W-2 here. Alsoattach Forms W-2G and1099-R if taxwas withheld.

8bTax-exempt interest. Do not include on line 8a ~~~~~~~~~~~

9a9a

b

Ordinary dividends. Attach Schedule B if required ~~~~~~~~~~~~~~~~~~~~~~~~~

9bQualified dividends (see page 23) ~~~~~~~~~~~~~~~~~

10

11

12

13

14

15a

16a

17

18

19

20a

21

Taxable refunds, credits, or offsets of state and local income taxes~~~~~~~~~~~~~~~~~~ 10

11

12

13

14

15b

16b

Alimony received

Business income or (loss). Attach Schedule C or C-EZ

Capital gain or (loss). Attach Schedule D if required. If not required, check here

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~If you did notget a W-2,see page 23.

~~~~~~~ |  Other gains or (losses). Attach Form 4797 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~

IRA distributions

Pensions and annuities

~~~~~~~ 15a

16a

b

b

Taxable amount (see page 25)

Taxable amount (see page 26)Enclose, but donot attach, anypayment. Also,please use

~~~~

Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E

Farm income or (loss). Attach Schedule F

~~~~~~~~ 17

18

19

20b

~~~~~~~~~~~~~~~~~~~~~~~~~~~~Form 1040-V. Unemployment compensation ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

20a bSocial security benefits ~~~~ Taxable amount (see page 27)

Other income. List type and amount (see page 29)

21

2222 Add the amounts in the far right column for lines 7 through 21. This is your total income������ |

23

24

25

26

27

28

29

30

Archer MSA deduction. Attach Form 8853 ~~~~~~~~~~~~~ 23

24

25

26

27

28

29

30

31a

32

33

34

35

Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 or 2106-EZAdjusted

GrossIncome

~~~~~~~~~~~~~~~~~

Health savings account deduction. Attach Form 8889 ~~~~~~~~

Moving expenses. Attach Form 3903 ~~~~~~~~~~~~~~~

One-half of self-employment tax. Attach Schedule SE ~~~~~~~~

Self-employed SEP, SIMPLE, and qualified plans ~~~~~~~~~~

Self-employed health insurance deduction (see page 29) ~~~~~~~

Penalty on early withdrawal of savings ~~~~~~~~~~~~~~~

31a

32

Alimony paid b Recipient's SSN | ! !IRA deduction (see page 31)

Student loan interest deduction (see page 33)

Jury duty pay you gave to your employer

~~~~~~~~~~~~~~~~~~~

33

34

35

36

37

~~~~~~~~~~~

~~~~~~~~~~~~~~

Domestic production activities deduction. Attach Form 8903 ~~~~~

36

37

Add lines 23 through 31a and 32 through 35 ~~~~~~~~~~~~~~~~~~~~~~~~~~~61000111-07-06 ��������������� |Subtract line 36 from line 22. This is your adjusted gross income

LHA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 80. Form 1040 (2006)

401 58 9779

X

X 1

1

0.

0.

Page 10: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

Form 1040 (2006) Page 2

Tax andCredits

38 Amount from line 37 (adjusted gross income) ����������������������������� 38

39a Check

if:rqs  You were born before January 2, 1942,   Blind. pmo Total boxes

checkedStandardDeduction for - 39a  Spouse was born before January 2, 1942,   Blind. ~ 9

If your spouse itemizes on a separate return or you were a dual-status alien, see page 34 and check here 39bb ~~ 9  People who¥checked anybox on line 39aor 39b whocan be claimedas a dependent.

40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) ~~~~~~~~~~~ 40or 41

42

43

44

45

Subtract line 40 from line 38 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 41

42

43

44

45

46

If line 38 is over $112,875, or you provided housing to a person displaced by Hurricane Katrina,

see page 36. Otherwise, multiply $3,300 by the total number of exemptions claimed on line 6d ~~~~~~~~

Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- ~~~~~~~~~~~All others:¥ Tax. Check if any tax is from: a  Form(s) 8814 b  Form 4972 ~~~~~~~~~~~~~~~~~~

Single orMarried filingseparately,$5,150

Alternative minimum tax. Attach Form 6251 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

46

47

48

49

50

51

52

Add lines 44 and 45 �������������������������������������� |

|

|

|

|

Foreign tax credit. Attach Form 1116 if required ~~~~~~~~~~~~~ 47

48

49

50

51

52

53

54

55

Married filingjointly orQualifyingwidow(er),$10,300

Credit for child and dependent care expenses. Attach Form 2441 ~~~~~~

Credit for the elderly or the disabled. Attach Schedule R ~~~~~~~~~~

Education credits. Attach Form 8863 ~~~~~~~~~~~~~~~~~~Head ofhousehold,$7,550

Retirement savings contributions credit. Attach Form 8880 ~~~~~~~~

Residential energy credits. Attach Form 5695 ~~~~~~~~~~~~~~

53

54

55

56

57

58

59

60

61

62

63

Child tax credit (see page 42). Attach Form 8901 if required ~~~~~~~~

cCredits from: a  Form 8396 b  Form 8839   Form 8859

b c Other credits: a  Form 3800 Form 8801   Form

Add lines 47 through 55. These are your total credits~~~~~~~~~~~~~~~~~~~~~~~~~~ 56

57Subtract line 56 from line 46. If line 56 is more than line 46, enter -0- �����������������

Self-employment tax. Attach Schedule SE ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 58

59

60

61

62

63

OtherTaxes

Social security and Medicare tax on tip income not reported to employer. Attach Form 4137 ~~~~~~~~~

~~~~~~~~~~Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required

Advance earned income credit payments from Form(s) W-2, box 9 ~~~~~~~~~~~~~~~~~~~~

Household employment taxes. Attach Schedule H ~~~~~~~~~~~~~~~~~~~~~~~~~~~

Add lines 57 through 62. This is your total tax ���������������������������

Payments 64

65

66

67

68

69

70

71

72

Federal income tax withheld from Forms W-2 and 1099 ~~~~~~~~~~ 64

65

66a

67

68

69

70

71

2006 estimated tax payments and amount applied from 2005 return ~~~~If you havea qualifyingchild, attachSchedule EIC.

a

b

Earned income credit (EIC) ����������������������

Nontaxable combat pay election ~~~ | 66b

Excess social security and tier 1 RRTA tax withheld (see page 60) ~~~~~

Additional child tax credit. Attach Form 8812~~~~~~~~~~~~~~~

Amount paid with request for extension to file (see page 60) ~~~~~~~~

Payments from: a  Form 2439 b  Form 4136 c  Form 8885

Credit for federal telephone excise tax paid. Attach Form 8913 if required ~~

Add lines 64, 65, 66a, and 67 through 71. These are your total payments ��������������� 72

73

74a

Refund 73 If line 72 is more than line 63, subtract line 63 from line 72. This is the amount you overpaid~~~~~~~~~Direct deposit?See page 61and fill in 74b,74c, and 74d,or Form 8888.

|��������74

a

b

Amount of line 73 you want refunded to you. If Form 8888 is attached, check here  Routingnumber

Accountnumber| | c Type:   Checking   Savings | d

75

76

77

Amount of line 73 you want applied to your 2007 estimated tax ��� 759AmountYou Owe

Amount you owe. Subtract line 72 from line 63. For details on how to pay, see page 62 ~~~~~~~~~ 76

Estimated tax penalty (see page 62) ������������������� 77

Third PartyDesignee

Do you want to allow another person to discuss this return with the IRS (see page 63)?   Yes. Complete the following.   NoDesignee'sname

Phoneno.

Personal identificationnumber (PIN)| | |

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct,and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.Sign

Here Daytime phone numberYour signature Date Your occupation

Joint return?See page 17.Keep a copyfor yourrecords.

= Spouse's occupationDateSpouse's signature. If a joint return, must sign.both

Date Preparer's SSN or PTINCheck if self-Preparer'sPaidPreparer'sUse Only

employedsignature =  EIN

Firm's name (oryours if self-em-ployed), address,and ZIP code

!Phone no.=61000211-07-06

401-58-97790.

5,150.-5,150.

3,300.0.0.

0.

0.

0.

30.30.30.30.

123-45-6789NAME 41 2356789ADDRESS 98765432101CITY AND STATE 123456

Page 11: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

122806K-40 2006 KANSAS INDIVIDUAL INCOME TAXand/or FOOD SALES TAX REFUND

037 kk(Rev. 9/06)

Name or address has changed? Taxpayer or (spouse if filing joint) died during this tax year Taxpayer was engaged in commercial farming/fishing in 2006

Filing an amended individual income return.

Note: This form cannot be used for tax years prior to 2006.

Filing Status: Residency Status: Exemptions:

Reason for amended return: Single Resident

Nonresident or Part-Year resident

(Complete Schedule S, Part B.)

Number of exemptions claimedon 2006 federal return

Amended Kansas only Married filing joint(Even if only one had income)

Filing Head of Household

Amended Federal return From Total Kansas exemptionsMarried filing separate

Head of Household

To

Adjustment by IRS

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

Federal adjusted gross income

Modifications

15.

16.

17.

18.

19.

20.

21.

22.

23.

24.

25.

26.

27.

28.

Other credits

Total tax credits

~~~~ 29.

30.

31.

32.

33.

34.

35.

36.

37.

38.

39.

40.

UNDERPAYMENT ~~

~~~~ ~~~ Interest

Penalty

Estimated tax penalty

~~~~~~

Kansas adjusted gross income Income tax balance after credits ~~~~~~

Standard or itemized deductions Use Tax Due

Total Tax Balance

~~~~ ~

Exemption allowance

Total deductions

~ ~~ AMOUNT YOU OWE ~

Kansas income tax withheld

form W-2, 1099 or K-19~~~ ~~ OVERPAYMENT ~~~

Taxable income ~~~ Estimated tax paid ~~ CREDIT FORWARD ~~

Tax ~~~~~~~~ Amount paid with KS extension CHICKADEE CHECKOFF

SENIOR CITIZENS MEALS

ON WHEELS PROGRAMNonresident allocation percent Earned income credit ~

BREAST CANCER

RESEARCH FUNDNonresident tax

KS tax on lump sum distriubu-

tions (Residents only)

~~~ Refundable portion of tax credits ~~

MILITARY EMERGENCY

RELIEF FUND~~ FOOD SALES TAX REFUND ~ ~~~~

Payments remitted with

original returnTOTAL INCOME TAX ~ ~~~~ REFUND ~~~~~~

Credit for taxes paid to

other states

Overpayment from original

return (Subtraction only)~~~~~ ~~

Credit for child & dependent

care expenses ~~~~~ Total refundable credits

I authorize the Director of Taxation or the Director's designee to discuss my return and attachments with my preparer.

I declare under the penalties of perjury that to the best of my knowledge and belief this is a true, correct, and complete return.

Preparer PTINTaxpayerSignature

PreparerNameDate

OR

SpouseSignature

PreparerPhone Number

PreparerEIN / SSNDate

65200109-15-06 F o r O f f i c e U s e O n l ykk

0000000000 401589779

X 1

X 1

0 0 0

0 0 0

0 0 0

3000 0 0

2250 0 0

5250 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0

0 0

9876543210 412356789

Page 12: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

Caution: Forms printed from within Adobe Acrobat products may not meet IRS or state taxing agencyspecifications. When using Acrobat 5.x products, uncheck the "Shrink oversized pages to paper size" anduncheck the "Expand small pages to paper size" options, in the Adobe "Print" dialog. When using Acrobat6.x and later products versions, select "None" in the "Page Scaling" selection box in the Adobe "Print" dialog.

CLIENT'S COPY

Page 13: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

1040 2006Form

U.S. Individual Income Tax Return IRS Use Only - Do not write or staple in this space.(99)OMB No. 1545-0074

For the year Jan. 1-Dec. 31, 2006, or other tax year beginning , 2006, ending , 20LabelYour first name and initial Last name Your social security number

Spouse's social security number

LABEL

HERE

(Seeinstructionson page 16.)

" "Last nameIf a joint return, spouse's first name and initial

" "Use the IRSlabel. Home address (number and street). If you have a P.O. box, see page 16. Apt. no. You must enter

your SSN(s) above.Otherwise,please printor type.

; ;City, town or post office, state, and ZIP code. If you have a foreign address, see page 16. Checking a box below will not

change your tax or refund.PresidentialElection Campaign Check here if you, or your spouse if filing jointly, want $3 to go to this fund (see page 16)9 � |  You   Spouse

1

2

3

   

Single

Married filing jointly (even if only one had income)

Married filing separately. Enter spouse's SSN above

and full name here.

4

5

 

 

Head of household (with qualifying person). If the qualifying

person is a child but not your dependent, enter this child's

name here.

Filing Status

9Check onlyone box. | Qualifying widow(er) with dependent child (see page 17)

Boxes checked on 6a and 6b6a

b

  

Yourself.

Spouse

If someone can claim you as a dependent, do not check box 6a ~~~~~~~~~~~~~~~~ pmoExemptionsNo. of childrenon 6c who:

���������������������������������������������(4) if qualify-

ing child forchild tax credit(see page 19)

u(3) Dependent'srelationship to

you

(2) Dependent's socialsecurity number

c Dependents: lived with youB did not live withyou due to divorceor separation(see page 20)

(1) First name Last name B!!!!

!!!!Dependents on 6cnot entered aboveIf more than four

dependents, see page 19. Add numbers

on linesaboved Total number of exemptions claimed������������������������������������ 9

7 7Wages, salaries, tips, etc. Attach Form(s) W-2 ~~~~~~~~~~~~~~~~~~~~~~~~~~Income8a8a

b

Taxable interest. Attach Schedule B if required ~~~~~~~~~~~~~~~~~~~~~~~~~~Attach Form(s) W-2 here. Alsoattach Forms W-2G and1099-R if taxwas withheld.

8bTax-exempt interest. Do not include on line 8a ~~~~~~~~~~~

9a9a

b

Ordinary dividends. Attach Schedule B if required ~~~~~~~~~~~~~~~~~~~~~~~~~

9bQualified dividends (see page 23) ~~~~~~~~~~~~~~~~~

10

11

12

13

14

15a

16a

17

18

19

20a

21

Taxable refunds, credits, or offsets of state and local income taxes~~~~~~~~~~~~~~~~~~ 10

11

12

13

14

15b

16b

Alimony received

Business income or (loss). Attach Schedule C or C-EZ

Capital gain or (loss). Attach Schedule D if required. If not required, check here

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~If you did notget a W-2,see page 23.

~~~~~~~ |  Other gains or (losses). Attach Form 4797 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~

IRA distributions

Pensions and annuities

~~~~~~~ 15a

16a

b

b

Taxable amount (see page 25)

Taxable amount (see page 26)Enclose, but donot attach, anypayment. Also,please use

~~~~

Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E

Farm income or (loss). Attach Schedule F

~~~~~~~~ 17

18

19

20b

~~~~~~~~~~~~~~~~~~~~~~~~~~~~Form 1040-V. Unemployment compensation ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

20a bSocial security benefits ~~~~ Taxable amount (see page 27)

Other income. List type and amount (see page 29)

21

2222 Add the amounts in the far right column for lines 7 through 21. This is your total income������ |

23

24

25

26

27

28

29

30

Archer MSA deduction. Attach Form 8853 ~~~~~~~~~~~~~ 23

24

25

26

27

28

29

30

31a

32

33

34

35

Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 or 2106-EZAdjusted

GrossIncome

~~~~~~~~~~~~~~~~~

Health savings account deduction. Attach Form 8889 ~~~~~~~~

Moving expenses. Attach Form 3903 ~~~~~~~~~~~~~~~

One-half of self-employment tax. Attach Schedule SE ~~~~~~~~

Self-employed SEP, SIMPLE, and qualified plans ~~~~~~~~~~

Self-employed health insurance deduction (see page 29) ~~~~~~~

Penalty on early withdrawal of savings ~~~~~~~~~~~~~~~

31a

32

Alimony paid b Recipient's SSN | ! !IRA deduction (see page 31)

Student loan interest deduction (see page 33)

Jury duty pay you gave to your employer

~~~~~~~~~~~~~~~~~~~

33

34

35

36

37

~~~~~~~~~~~

~~~~~~~~~~~~~~

Domestic production activities deduction. Attach Form 8903 ~~~~~

36

37

Add lines 23 through 31a and 32 through 35 ~~~~~~~~~~~~~~~~~~~~~~~~~~~61000111-07-06 ��������������� |Subtract line 36 from line 22. This is your adjusted gross income

LHA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 80. Form 1040 (2006)

401 58 9779

X

X 1

1

0.

0.

Page 14: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

Form 1040 (2006) Page 2

Tax andCredits

38 Amount from line 37 (adjusted gross income) ����������������������������� 38

39a Check

if:rqs  You were born before January 2, 1942,   Blind. pmo Total boxes

checkedStandardDeduction for - 39a  Spouse was born before January 2, 1942,   Blind. ~ 9

If your spouse itemizes on a separate return or you were a dual-status alien, see page 34 and check here 39bb ~~ 9  People who¥checked anybox on line 39aor 39b whocan be claimedas a dependent.

40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) ~~~~~~~~~~~ 40or 41

42

43

44

45

Subtract line 40 from line 38 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 41

42

43

44

45

46

If line 38 is over $112,875, or you provided housing to a person displaced by Hurricane Katrina,

see page 36. Otherwise, multiply $3,300 by the total number of exemptions claimed on line 6d ~~~~~~~~

Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- ~~~~~~~~~~~All others:¥ Tax. Check if any tax is from: a  Form(s) 8814 b  Form 4972 ~~~~~~~~~~~~~~~~~~

Single orMarried filingseparately,$5,150

Alternative minimum tax. Attach Form 6251 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

46

47

48

49

50

51

52

Add lines 44 and 45 �������������������������������������� |

|

|

|

|

Foreign tax credit. Attach Form 1116 if required ~~~~~~~~~~~~~ 47

48

49

50

51

52

53

54

55

Married filingjointly orQualifyingwidow(er),$10,300

Credit for child and dependent care expenses. Attach Form 2441 ~~~~~~

Credit for the elderly or the disabled. Attach Schedule R ~~~~~~~~~~

Education credits. Attach Form 8863 ~~~~~~~~~~~~~~~~~~Head ofhousehold,$7,550

Retirement savings contributions credit. Attach Form 8880 ~~~~~~~~

Residential energy credits. Attach Form 5695 ~~~~~~~~~~~~~~

53

54

55

56

57

58

59

60

61

62

63

Child tax credit (see page 42). Attach Form 8901 if required ~~~~~~~~

cCredits from: a  Form 8396 b  Form 8839   Form 8859

b c Other credits: a  Form 3800 Form 8801   Form

Add lines 47 through 55. These are your total credits~~~~~~~~~~~~~~~~~~~~~~~~~~ 56

57Subtract line 56 from line 46. If line 56 is more than line 46, enter -0- �����������������

Self-employment tax. Attach Schedule SE ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 58

59

60

61

62

63

OtherTaxes

Social security and Medicare tax on tip income not reported to employer. Attach Form 4137 ~~~~~~~~~

~~~~~~~~~~Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required

Advance earned income credit payments from Form(s) W-2, box 9 ~~~~~~~~~~~~~~~~~~~~

Household employment taxes. Attach Schedule H ~~~~~~~~~~~~~~~~~~~~~~~~~~~

Add lines 57 through 62. This is your total tax ���������������������������

Payments 64

65

66

67

68

69

70

71

72

Federal income tax withheld from Forms W-2 and 1099 ~~~~~~~~~~ 64

65

66a

67

68

69

70

71

2006 estimated tax payments and amount applied from 2005 return ~~~~If you havea qualifyingchild, attachSchedule EIC.

a

b

Earned income credit (EIC) ����������������������

Nontaxable combat pay election ~~~ | 66b

Excess social security and tier 1 RRTA tax withheld (see page 60) ~~~~~

Additional child tax credit. Attach Form 8812~~~~~~~~~~~~~~~

Amount paid with request for extension to file (see page 60) ~~~~~~~~

Payments from: a  Form 2439 b  Form 4136 c  Form 8885

Credit for federal telephone excise tax paid. Attach Form 8913 if required ~~

Add lines 64, 65, 66a, and 67 through 71. These are your total payments ��������������� 72

73

74a

Refund 73 If line 72 is more than line 63, subtract line 63 from line 72. This is the amount you overpaid~~~~~~~~~Direct deposit?See page 61and fill in 74b,74c, and 74d,or Form 8888.

|��������74

a

b

Amount of line 73 you want refunded to you. If Form 8888 is attached, check here  Routingnumber

Accountnumber| | c Type:   Checking   Savings | d

75

76

77

Amount of line 73 you want applied to your 2007 estimated tax ��� 759AmountYou Owe

Amount you owe. Subtract line 72 from line 63. For details on how to pay, see page 62 ~~~~~~~~~ 76

Estimated tax penalty (see page 62) ������������������� 77

Third PartyDesignee

Do you want to allow another person to discuss this return with the IRS (see page 63)?   Yes. Complete the following.   NoDesignee'sname

Phoneno.

Personal identificationnumber (PIN)| | |

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct,and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.Sign

Here Daytime phone numberYour signature Date Your occupation

Joint return?See page 17.Keep a copyfor yourrecords.

= Spouse's occupationDateSpouse's signature. If a joint return, must sign.both

Date Preparer's SSN or PTINCheck if self-Preparer'sPaidPreparer'sUse Only

employedsignature =  EIN

Firm's name (oryours if self-em-ployed), address,and ZIP code

!Phone no.=61000211-07-06

401-58-97790.

5,150.-5,150.

3,300.0.0.

0.

0.

0.

30.30.30.30.

123-45-6789NAME 41 2356789ADDRESS 98765432101CITY AND STATE 123456

Page 15: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

122806K-40 2006 KANSAS INDIVIDUAL INCOME TAXand/or FOOD SALES TAX REFUND

037 kk(Rev. 9/06)

Name or address has changed? Taxpayer or (spouse if filing joint) died during this tax year Taxpayer was engaged in commercial farming/fishing in 2006

Filing an amended individual income return.

Note: This form cannot be used for tax years prior to 2006.

Filing Status: Residency Status: Exemptions:

Reason for amended return: Single Resident

Nonresident or Part-Year resident

(Complete Schedule S, Part B.)

Number of exemptions claimedon 2006 federal return

Amended Kansas only Married filing joint(Even if only one had income)

Filing Head of Household

Amended Federal return From Total Kansas exemptionsMarried filing separate

Head of Household

To

Adjustment by IRS

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

Federal adjusted gross income

Modifications

15.

16.

17.

18.

19.

20.

21.

22.

23.

24.

25.

26.

27.

28.

Other credits

Total tax credits

~~~~ 29.

30.

31.

32.

33.

34.

35.

36.

37.

38.

39.

40.

UNDERPAYMENT ~~

~~~~ ~~~ Interest

Penalty

Estimated tax penalty

~~~~~~

Kansas adjusted gross income Income tax balance after credits ~~~~~~

Standard or itemized deductions Use Tax Due

Total Tax Balance

~~~~ ~

Exemption allowance

Total deductions

~ ~~ AMOUNT YOU OWE ~

Kansas income tax withheld

form W-2, 1099 or K-19~~~ ~~ OVERPAYMENT ~~~

Taxable income ~~~ Estimated tax paid ~~ CREDIT FORWARD ~~

Tax ~~~~~~~~ Amount paid with KS extension CHICKADEE CHECKOFF

SENIOR CITIZENS MEALS

ON WHEELS PROGRAMNonresident allocation percent Earned income credit ~

BREAST CANCER

RESEARCH FUNDNonresident tax

KS tax on lump sum distriubu-

tions (Residents only)

~~~ Refundable portion of tax credits ~~

MILITARY EMERGENCY

RELIEF FUND~~ FOOD SALES TAX REFUND ~ ~~~~

Payments remitted with

original returnTOTAL INCOME TAX ~ ~~~~ REFUND ~~~~~~

Credit for taxes paid to

other states

Overpayment from original

return (Subtraction only)~~~~~ ~~

Credit for child & dependent

care expenses ~~~~~ Total refundable credits

I authorize the Director of Taxation or the Director's designee to discuss my return and attachments with my preparer.

I declare under the penalties of perjury that to the best of my knowledge and belief this is a true, correct, and complete return.

Preparer PTINTaxpayerSignature

PreparerNameDate

OR

SpouseSignature

PreparerPhone Number

PreparerEIN / SSNDate

65200109-15-06 F o r O f f i c e U s e O n l ykk

0000000000 401589779

X 1

X 1

0 0 0

0 0 0

0 0 0

3000 0 0

2250 0 0

5250 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0

0 0

9876543210 412356789

Page 16: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

Caution: Forms printed from within Adobe Acrobat products may not meet IRS or state taxing agencyspecifications. When using Acrobat 5.x products, uncheck the "Shrink oversized pages to paper size" anduncheck the "Expand small pages to paper size" options, in the Adobe "Print" dialog. When using Acrobat6.x and later products versions, select "None" in the "Page Scaling" selection box in the Adobe "Print" dialog.

GOVERNMENT COPY

Page 17: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

1040 2006Form

U.S. Individual Income Tax Return IRS Use Only - Do not write or staple in this space.(99)OMB No. 1545-0074

For the year Jan. 1-Dec. 31, 2006, or other tax year beginning , 2006, ending , 20LabelYour first name and initial Last name Your social security number

Spouse's social security number

LABEL

HERE

(Seeinstructionson page 16.)

" "Last nameIf a joint return, spouse's first name and initial

" "Use the IRSlabel. Home address (number and street). If you have a P.O. box, see page 16. Apt. no. You must enter

your SSN(s) above.Otherwise,please printor type.

; ;City, town or post office, state, and ZIP code. If you have a foreign address, see page 16. Checking a box below will not

change your tax or refund.PresidentialElection Campaign Check here if you, or your spouse if filing jointly, want $3 to go to this fund (see page 16)9 � |  You   Spouse

1

2

3

   

Single

Married filing jointly (even if only one had income)

Married filing separately. Enter spouse's SSN above

and full name here.

4

5

 

 

Head of household (with qualifying person). If the qualifying

person is a child but not your dependent, enter this child's

name here.

Filing Status

9Check onlyone box. | Qualifying widow(er) with dependent child (see page 17)

Boxes checked on 6a and 6b6a

b

  

Yourself.

Spouse

If someone can claim you as a dependent, do not check box 6a ~~~~~~~~~~~~~~~~ pmoExemptionsNo. of childrenon 6c who:

���������������������������������������������(4) if qualify-

ing child forchild tax credit(see page 19)

u(3) Dependent'srelationship to

you

(2) Dependent's socialsecurity number

c Dependents: lived with youB did not live withyou due to divorceor separation(see page 20)

(1) First name Last name B!!!!

!!!!Dependents on 6cnot entered aboveIf more than four

dependents, see page 19. Add numbers

on linesaboved Total number of exemptions claimed������������������������������������ 9

7 7Wages, salaries, tips, etc. Attach Form(s) W-2 ~~~~~~~~~~~~~~~~~~~~~~~~~~Income8a8a

b

Taxable interest. Attach Schedule B if required ~~~~~~~~~~~~~~~~~~~~~~~~~~Attach Form(s) W-2 here. Alsoattach Forms W-2G and1099-R if taxwas withheld.

8bTax-exempt interest. Do not include on line 8a ~~~~~~~~~~~

9a9a

b

Ordinary dividends. Attach Schedule B if required ~~~~~~~~~~~~~~~~~~~~~~~~~

9bQualified dividends (see page 23) ~~~~~~~~~~~~~~~~~

10

11

12

13

14

15a

16a

17

18

19

20a

21

Taxable refunds, credits, or offsets of state and local income taxes~~~~~~~~~~~~~~~~~~ 10

11

12

13

14

15b

16b

Alimony received

Business income or (loss). Attach Schedule C or C-EZ

Capital gain or (loss). Attach Schedule D if required. If not required, check here

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~If you did notget a W-2,see page 23.

~~~~~~~ |  Other gains or (losses). Attach Form 4797 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~

IRA distributions

Pensions and annuities

~~~~~~~ 15a

16a

b

b

Taxable amount (see page 25)

Taxable amount (see page 26)Enclose, but donot attach, anypayment. Also,please use

~~~~

Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E

Farm income or (loss). Attach Schedule F

~~~~~~~~ 17

18

19

20b

~~~~~~~~~~~~~~~~~~~~~~~~~~~~Form 1040-V. Unemployment compensation ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

20a bSocial security benefits ~~~~ Taxable amount (see page 27)

Other income. List type and amount (see page 29)

21

2222 Add the amounts in the far right column for lines 7 through 21. This is your total income������ |

23

24

25

26

27

28

29

30

Archer MSA deduction. Attach Form 8853 ~~~~~~~~~~~~~ 23

24

25

26

27

28

29

30

31a

32

33

34

35

Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 or 2106-EZAdjusted

GrossIncome

~~~~~~~~~~~~~~~~~

Health savings account deduction. Attach Form 8889 ~~~~~~~~

Moving expenses. Attach Form 3903 ~~~~~~~~~~~~~~~

One-half of self-employment tax. Attach Schedule SE ~~~~~~~~

Self-employed SEP, SIMPLE, and qualified plans ~~~~~~~~~~

Self-employed health insurance deduction (see page 29) ~~~~~~~

Penalty on early withdrawal of savings ~~~~~~~~~~~~~~~

31a

32

Alimony paid b Recipient's SSN | ! !IRA deduction (see page 31)

Student loan interest deduction (see page 33)

Jury duty pay you gave to your employer

~~~~~~~~~~~~~~~~~~~

33

34

35

36

37

~~~~~~~~~~~

~~~~~~~~~~~~~~

Domestic production activities deduction. Attach Form 8903 ~~~~~

36

37

Add lines 23 through 31a and 32 through 35 ~~~~~~~~~~~~~~~~~~~~~~~~~~~61000111-07-06 ��������������� |Subtract line 36 from line 22. This is your adjusted gross income

LHA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 80. Form 1040 (2006)

401 58 9779

X

X 1

1

0.

0.

Page 18: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

Form 1040 (2006) Page 2

Tax andCredits

38 Amount from line 37 (adjusted gross income) ����������������������������� 38

39a Check

if:rqs  You were born before January 2, 1942,   Blind. pmo Total boxes

checkedStandardDeduction for - 39a  Spouse was born before January 2, 1942,   Blind. ~ 9

If your spouse itemizes on a separate return or you were a dual-status alien, see page 34 and check here 39bb ~~ 9  People who¥checked anybox on line 39aor 39b whocan be claimedas a dependent.

40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) ~~~~~~~~~~~ 40or 41

42

43

44

45

Subtract line 40 from line 38 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 41

42

43

44

45

46

If line 38 is over $112,875, or you provided housing to a person displaced by Hurricane Katrina,

see page 36. Otherwise, multiply $3,300 by the total number of exemptions claimed on line 6d ~~~~~~~~

Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- ~~~~~~~~~~~All others:¥ Tax. Check if any tax is from: a  Form(s) 8814 b  Form 4972 ~~~~~~~~~~~~~~~~~~

Single orMarried filingseparately,$5,150

Alternative minimum tax. Attach Form 6251 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

46

47

48

49

50

51

52

Add lines 44 and 45 �������������������������������������� |

|

|

|

|

Foreign tax credit. Attach Form 1116 if required ~~~~~~~~~~~~~ 47

48

49

50

51

52

53

54

55

Married filingjointly orQualifyingwidow(er),$10,300

Credit for child and dependent care expenses. Attach Form 2441 ~~~~~~

Credit for the elderly or the disabled. Attach Schedule R ~~~~~~~~~~

Education credits. Attach Form 8863 ~~~~~~~~~~~~~~~~~~Head ofhousehold,$7,550

Retirement savings contributions credit. Attach Form 8880 ~~~~~~~~

Residential energy credits. Attach Form 5695 ~~~~~~~~~~~~~~

53

54

55

56

57

58

59

60

61

62

63

Child tax credit (see page 42). Attach Form 8901 if required ~~~~~~~~

cCredits from: a  Form 8396 b  Form 8839   Form 8859

b c Other credits: a  Form 3800 Form 8801   Form

Add lines 47 through 55. These are your total credits~~~~~~~~~~~~~~~~~~~~~~~~~~ 56

57Subtract line 56 from line 46. If line 56 is more than line 46, enter -0- �����������������

Self-employment tax. Attach Schedule SE ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 58

59

60

61

62

63

OtherTaxes

Social security and Medicare tax on tip income not reported to employer. Attach Form 4137 ~~~~~~~~~

~~~~~~~~~~Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required

Advance earned income credit payments from Form(s) W-2, box 9 ~~~~~~~~~~~~~~~~~~~~

Household employment taxes. Attach Schedule H ~~~~~~~~~~~~~~~~~~~~~~~~~~~

Add lines 57 through 62. This is your total tax ���������������������������

Payments 64

65

66

67

68

69

70

71

72

Federal income tax withheld from Forms W-2 and 1099 ~~~~~~~~~~ 64

65

66a

67

68

69

70

71

2006 estimated tax payments and amount applied from 2005 return ~~~~If you havea qualifyingchild, attachSchedule EIC.

a

b

Earned income credit (EIC) ����������������������

Nontaxable combat pay election ~~~ | 66b

Excess social security and tier 1 RRTA tax withheld (see page 60) ~~~~~

Additional child tax credit. Attach Form 8812~~~~~~~~~~~~~~~

Amount paid with request for extension to file (see page 60) ~~~~~~~~

Payments from: a  Form 2439 b  Form 4136 c  Form 8885

Credit for federal telephone excise tax paid. Attach Form 8913 if required ~~

Add lines 64, 65, 66a, and 67 through 71. These are your total payments ��������������� 72

73

74a

Refund 73 If line 72 is more than line 63, subtract line 63 from line 72. This is the amount you overpaid~~~~~~~~~Direct deposit?See page 61and fill in 74b,74c, and 74d,or Form 8888.

|��������74

a

b

Amount of line 73 you want refunded to you. If Form 8888 is attached, check here  Routingnumber

Accountnumber| | c Type:   Checking   Savings | d

75

76

77

Amount of line 73 you want applied to your 2007 estimated tax ��� 759AmountYou Owe

Amount you owe. Subtract line 72 from line 63. For details on how to pay, see page 62 ~~~~~~~~~ 76

Estimated tax penalty (see page 62) ������������������� 77

Third PartyDesignee

Do you want to allow another person to discuss this return with the IRS (see page 63)?   Yes. Complete the following.   NoDesignee'sname

Phoneno.

Personal identificationnumber (PIN)| | |

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct,and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.Sign

Here Daytime phone numberYour signature Date Your occupation

Joint return?See page 17.Keep a copyfor yourrecords.

= Spouse's occupationDateSpouse's signature. If a joint return, must sign.both

Date Preparer's SSN or PTINCheck if self-Preparer'sPaidPreparer'sUse Only

employedsignature =  EIN

Firm's name (oryours if self-em-ployed), address,and ZIP code

!Phone no.=61000211-07-06

401-58-97790.

5,150.-5,150.

3,300.0.0.

0.

0.

0.

30.30.30.30.

123-45-6789NAME 41 2356789ADDRESS 98765432101CITY AND STATE 123456

Page 19: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

Caution: Forms printed from within Adobe Acrobat products may not meet IRS or state taxing agencyspecifications. When using Acrobat 5.x products, uncheck the "Shrink oversized pages to paper size" anduncheck the "Expand small pages to paper size" options, in the Adobe "Print" dialog. When using Acrobat6.x and later products versions, select "None" in the "Page Scaling" selection box in the Adobe "Print" dialog.

STATE COPY

Page 20: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

122806K-40 2006 KANSAS INDIVIDUAL INCOME TAXand/or FOOD SALES TAX REFUND

037 kk(Rev. 9/06)

Name or address has changed? Taxpayer or (spouse if filing joint) died during this tax year Taxpayer was engaged in commercial farming/fishing in 2006

Filing an amended individual income return.

Note: This form cannot be used for tax years prior to 2006.

Filing Status: Residency Status: Exemptions:

Reason for amended return: Single Resident

Nonresident or Part-Year resident

(Complete Schedule S, Part B.)

Number of exemptions claimedon 2006 federal return

Amended Kansas only Married filing joint(Even if only one had income)

Filing Head of Household

Amended Federal return From Total Kansas exemptionsMarried filing separate

Head of Household

To

Adjustment by IRS

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

Federal adjusted gross income

Modifications

15.

16.

17.

18.

19.

20.

21.

22.

23.

24.

25.

26.

27.

28.

Other credits

Total tax credits

~~~~ 29.

30.

31.

32.

33.

34.

35.

36.

37.

38.

39.

40.

UNDERPAYMENT ~~

~~~~ ~~~ Interest

Penalty

Estimated tax penalty

~~~~~~

Kansas adjusted gross income Income tax balance after credits ~~~~~~

Standard or itemized deductions Use Tax Due

Total Tax Balance

~~~~ ~

Exemption allowance

Total deductions

~ ~~ AMOUNT YOU OWE ~

Kansas income tax withheld

form W-2, 1099 or K-19~~~ ~~ OVERPAYMENT ~~~

Taxable income ~~~ Estimated tax paid ~~ CREDIT FORWARD ~~

Tax ~~~~~~~~ Amount paid with KS extension CHICKADEE CHECKOFF

SENIOR CITIZENS MEALS

ON WHEELS PROGRAMNonresident allocation percent Earned income credit ~

BREAST CANCER

RESEARCH FUNDNonresident tax

KS tax on lump sum distriubu-

tions (Residents only)

~~~ Refundable portion of tax credits ~~

MILITARY EMERGENCY

RELIEF FUND~~ FOOD SALES TAX REFUND ~ ~~~~

Payments remitted with

original returnTOTAL INCOME TAX ~ ~~~~ REFUND ~~~~~~

Credit for taxes paid to

other states

Overpayment from original

return (Subtraction only)~~~~~ ~~

Credit for child & dependent

care expenses ~~~~~ Total refundable credits

I authorize the Director of Taxation or the Director's designee to discuss my return and attachments with my preparer.

I declare under the penalties of perjury that to the best of my knowledge and belief this is a true, correct, and complete return.

Preparer PTINTaxpayerSignature

PreparerNameDate

OR

SpouseSignature

PreparerPhone Number

PreparerEIN / SSNDate

65200109-15-06 F o r O f f i c e U s e O n l ykk

0000000000 401589779

X 1

X 1

0 0 0

0 0 0

0 0 0

3000 0 0

2250 0 0

5250 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0

0 0

9876543210 412356789

Page 21: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

1040 2006Form

U.S. Individual Income Tax Return IRS Use Only - Do not write or staple in this space.(99)OMB No. 1545-0074

For the year Jan. 1-Dec. 31, 2006, or other tax year beginning , 2006, ending , 20LabelYour first name and initial Last name Your social security number

Spouse's social security number

LABEL

HERE

(Seeinstructionson page 16.)

" "Last nameIf a joint return, spouse's first name and initial

" "Use the IRSlabel. Home address (number and street). If you have a P.O. box, see page 16. Apt. no. You must enter

your SSN(s) above.Otherwise,please printor type.

; ;City, town or post office, state, and ZIP code. If you have a foreign address, see page 16. Checking a box below will not

change your tax or refund.PresidentialElection Campaign Check here if you, or your spouse if filing jointly, want $3 to go to this fund (see page 16)9 � |  You   Spouse

1

2

3

   

Single

Married filing jointly (even if only one had income)

Married filing separately. Enter spouse's SSN above

and full name here.

4

5

 

 

Head of household (with qualifying person). If the qualifying

person is a child but not your dependent, enter this child's

name here.

Filing Status

9Check onlyone box. | Qualifying widow(er) with dependent child (see page 17)

Boxes checked on 6a and 6b6a

b

  

Yourself.

Spouse

If someone can claim you as a dependent, do not check box 6a ~~~~~~~~~~~~~~~~ pmoExemptionsNo. of childrenon 6c who:

���������������������������������������������(4) if qualify-

ing child forchild tax credit(see page 19)

u(3) Dependent'srelationship to

you

(2) Dependent's socialsecurity number

c Dependents: lived with youB did not live withyou due to divorceor separation(see page 20)

(1) First name Last name B!!!!

!!!!Dependents on 6cnot entered aboveIf more than four

dependents, see page 19. Add numbers

on linesaboved Total number of exemptions claimed������������������������������������ 9

7 7Wages, salaries, tips, etc. Attach Form(s) W-2 ~~~~~~~~~~~~~~~~~~~~~~~~~~Income8a8a

b

Taxable interest. Attach Schedule B if required ~~~~~~~~~~~~~~~~~~~~~~~~~~Attach Form(s) W-2 here. Alsoattach Forms W-2G and1099-R if taxwas withheld.

8bTax-exempt interest. Do not include on line 8a ~~~~~~~~~~~

9a9a

b

Ordinary dividends. Attach Schedule B if required ~~~~~~~~~~~~~~~~~~~~~~~~~

9bQualified dividends (see page 23) ~~~~~~~~~~~~~~~~~

10

11

12

13

14

15a

16a

17

18

19

20a

21

Taxable refunds, credits, or offsets of state and local income taxes~~~~~~~~~~~~~~~~~~ 10

11

12

13

14

15b

16b

Alimony received

Business income or (loss). Attach Schedule C or C-EZ

Capital gain or (loss). Attach Schedule D if required. If not required, check here

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~If you did notget a W-2,see page 23.

~~~~~~~ |  Other gains or (losses). Attach Form 4797 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~

IRA distributions

Pensions and annuities

~~~~~~~ 15a

16a

b

b

Taxable amount (see page 25)

Taxable amount (see page 26)Enclose, but donot attach, anypayment. Also,please use

~~~~

Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E

Farm income or (loss). Attach Schedule F

~~~~~~~~ 17

18

19

20b

~~~~~~~~~~~~~~~~~~~~~~~~~~~~Form 1040-V. Unemployment compensation ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

20a bSocial security benefits ~~~~ Taxable amount (see page 27)

Other income. List type and amount (see page 29)

21

2222 Add the amounts in the far right column for lines 7 through 21. This is your total income������ |

23

24

25

26

27

28

29

30

Archer MSA deduction. Attach Form 8853 ~~~~~~~~~~~~~ 23

24

25

26

27

28

29

30

31a

32

33

34

35

Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 or 2106-EZAdjusted

GrossIncome

~~~~~~~~~~~~~~~~~

Health savings account deduction. Attach Form 8889 ~~~~~~~~

Moving expenses. Attach Form 3903 ~~~~~~~~~~~~~~~

One-half of self-employment tax. Attach Schedule SE ~~~~~~~~

Self-employed SEP, SIMPLE, and qualified plans ~~~~~~~~~~

Self-employed health insurance deduction (see page 29) ~~~~~~~

Penalty on early withdrawal of savings ~~~~~~~~~~~~~~~

31a

32

Alimony paid b Recipient's SSN | ! !IRA deduction (see page 31)

Student loan interest deduction (see page 33)

Jury duty pay you gave to your employer

~~~~~~~~~~~~~~~~~~~

33

34

35

36

37

~~~~~~~~~~~

~~~~~~~~~~~~~~

Domestic production activities deduction. Attach Form 8903 ~~~~~

36

37

Add lines 23 through 31a and 32 through 35 ~~~~~~~~~~~~~~~~~~~~~~~~~~~61000111-07-06 ��������������� |Subtract line 36 from line 22. This is your adjusted gross income

LHA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 80. Form 1040 (2006)

401 58 9779

X

X 1

1

0.

0.

Page 22: 2006 Tax Return(s) - joeaccountant.com€¦ · 2006 Tax Return(s) Prepared for Account Number Release Number Prepared by Date: Time: Processing Special Instructions Messages 600071

Form 1040 (2006) Page 2

Tax andCredits

38 Amount from line 37 (adjusted gross income) ����������������������������� 38

39a Check

if:rqs  You were born before January 2, 1942,   Blind. pmo Total boxes

checkedStandardDeduction for - 39a  Spouse was born before January 2, 1942,   Blind. ~ 9

If your spouse itemizes on a separate return or you were a dual-status alien, see page 34 and check here 39bb ~~ 9  People who¥checked anybox on line 39aor 39b whocan be claimedas a dependent.

40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) ~~~~~~~~~~~ 40or 41

42

43

44

45

Subtract line 40 from line 38 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 41

42

43

44

45

46

If line 38 is over $112,875, or you provided housing to a person displaced by Hurricane Katrina,

see page 36. Otherwise, multiply $3,300 by the total number of exemptions claimed on line 6d ~~~~~~~~

Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- ~~~~~~~~~~~All others:¥ Tax. Check if any tax is from: a  Form(s) 8814 b  Form 4972 ~~~~~~~~~~~~~~~~~~

Single orMarried filingseparately,$5,150

Alternative minimum tax. Attach Form 6251 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

46

47

48

49

50

51

52

Add lines 44 and 45 �������������������������������������� |

|

|

|

|

Foreign tax credit. Attach Form 1116 if required ~~~~~~~~~~~~~ 47

48

49

50

51

52

53

54

55

Married filingjointly orQualifyingwidow(er),$10,300

Credit for child and dependent care expenses. Attach Form 2441 ~~~~~~

Credit for the elderly or the disabled. Attach Schedule R ~~~~~~~~~~

Education credits. Attach Form 8863 ~~~~~~~~~~~~~~~~~~Head ofhousehold,$7,550

Retirement savings contributions credit. Attach Form 8880 ~~~~~~~~

Residential energy credits. Attach Form 5695 ~~~~~~~~~~~~~~

53

54

55

56

57

58

59

60

61

62

63

Child tax credit (see page 42). Attach Form 8901 if required ~~~~~~~~

cCredits from: a  Form 8396 b  Form 8839   Form 8859

b c Other credits: a  Form 3800 Form 8801   Form

Add lines 47 through 55. These are your total credits~~~~~~~~~~~~~~~~~~~~~~~~~~ 56

57Subtract line 56 from line 46. If line 56 is more than line 46, enter -0- �����������������

Self-employment tax. Attach Schedule SE ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 58

59

60

61

62

63

OtherTaxes

Social security and Medicare tax on tip income not reported to employer. Attach Form 4137 ~~~~~~~~~

~~~~~~~~~~Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required

Advance earned income credit payments from Form(s) W-2, box 9 ~~~~~~~~~~~~~~~~~~~~

Household employment taxes. Attach Schedule H ~~~~~~~~~~~~~~~~~~~~~~~~~~~

Add lines 57 through 62. This is your total tax ���������������������������

Payments 64

65

66

67

68

69

70

71

72

Federal income tax withheld from Forms W-2 and 1099 ~~~~~~~~~~ 64

65

66a

67

68

69

70

71

2006 estimated tax payments and amount applied from 2005 return ~~~~If you havea qualifyingchild, attachSchedule EIC.

a

b

Earned income credit (EIC) ����������������������

Nontaxable combat pay election ~~~ | 66b

Excess social security and tier 1 RRTA tax withheld (see page 60) ~~~~~

Additional child tax credit. Attach Form 8812~~~~~~~~~~~~~~~

Amount paid with request for extension to file (see page 60) ~~~~~~~~

Payments from: a  Form 2439 b  Form 4136 c  Form 8885

Credit for federal telephone excise tax paid. Attach Form 8913 if required ~~

Add lines 64, 65, 66a, and 67 through 71. These are your total payments ��������������� 72

73

74a

Refund 73 If line 72 is more than line 63, subtract line 63 from line 72. This is the amount you overpaid~~~~~~~~~Direct deposit?See page 61and fill in 74b,74c, and 74d,or Form 8888.

|��������74

a

b

Amount of line 73 you want refunded to you. If Form 8888 is attached, check here  Routingnumber

Accountnumber| | c Type:   Checking   Savings | d

75

76

77

Amount of line 73 you want applied to your 2007 estimated tax ��� 759AmountYou Owe

Amount you owe. Subtract line 72 from line 63. For details on how to pay, see page 62 ~~~~~~~~~ 76

Estimated tax penalty (see page 62) ������������������� 77

Third PartyDesignee

Do you want to allow another person to discuss this return with the IRS (see page 63)?   Yes. Complete the following.   NoDesignee'sname

Phoneno.

Personal identificationnumber (PIN)| | |

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct,and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.Sign

Here Daytime phone numberYour signature Date Your occupation

Joint return?See page 17.Keep a copyfor yourrecords.

= Spouse's occupationDateSpouse's signature. If a joint return, must sign.both

Date Preparer's SSN or PTINCheck if self-Preparer'sPaidPreparer'sUse Only

employedsignature =  EIN

Firm's name (oryours if self-em-ployed), address,and ZIP code

!Phone no.=61000211-07-06

401-58-97790.

5,150.-5,150.

3,300.0.0.

0.

0.

0.

30.30.30.30.

123-45-6789NAME 41 2356789ADDRESS 98765432101CITY AND STATE 123456