Fill and Sign the Stonebridge Claim Form PDF

Tax Form Table The following documents must accompany the filed and mock returns included in a participant’s Tax Reimbursement Request. An asterisk (*) indicates the document need only be provided if the relevant credit or deduction was limited or phased-out due to the participant’s LRP income. Most tax software and web-based applications include the schedules, worksheets and statements described in the Tax Form Table. Documents generated from these applications may be submitted in lieu of manually completed documents downloaded from the Internal Revenue Service or applicable state/local taxing authority websites. If an amount is reported on the actual or mock return Form 1040 Line Description Wages, 7 Salaries 10 Taxable Refund 12 13 17 27 33 Business income Capital Gains or (loss) Rental real estate, royalties, etc. One-half of self employment tax Student loan interest deduction Then submit this to support the amount(s) reported on the returns- Form W-2 Form 1099-G, Certain Government Payments or comparable supporting document · State and Local Income Tax Refund Worksheet Deduction, as applicable · Recoveries of Itemized Deductions Worksheet, as applicable · Standard Deduction Worksheet, as applicable · Calculation to support allocation of recovery between 2 or more years, as applicable Schedule C or C-EZ, as applicable Schedule D, if required · Schedule E* · Form 8582 Passive Activity Loss Limitations* Schedule SE · · Form 1098-E Student Loan Interest Statement or statement of interest by payer. Student Loan Interest Deduction Worksheet 34 Tuition and fees deduction · · Form 8917, Tuition and Fees Deduction* Form 1098-T, Tuition Statement* 40a Itemized deductions Schedule A 40b 42 44 Standard Deduction Exemptions Tax 45 48 49 Alternative Minimum Tax Credit for Child and Dependent Care Expenses Education Credits Schedule L (if used to figure your standard deduction) Deduction for Exemptions Worksheet, as applicable · Qualified Dividends and Capital Gain Tax Worksheet, if an amount is reported on Form 1040, line 9b · Foreign Earned Income Tax worksheet, as applicable Form 6251 Alternative Minimum Tax - Individuals Form 2441* 51 Child Tax Credit 63 Making work pay and government retiree credits Additional child tax credit Refundable Education Credit 65 66 Schedule A 5a 5b State taxes and local income State and local sales tax general · Form 8863 Education Credits (Hope and Lifetime Learning Credits)* · Child Tax Credit Worksheet* · Form 8901, if required* Schedule M* Form 8812* Form 8863* State/local taxes by category (i.e. current year withholding, prior year taxes paid in the current year). Provide the amount and tax year for each category. · Calculation to support allocation of recovery between 2 or more years, as applicable State and Local General Sales Tax Deduction Worksheet* · If an amount is reported on the actual or mock return 7 New motor vehicle taxes 8 Other Taxes 13 Qualified Mortgage Insurance Premiums 20 Casualty and Theft Losses State or Local Tax Returns Then submit this to support the amount(s) reported on the returns· Worksheet for Line 7 on the back of Schedule A* · Sales invoice* Other Taxes by category. Provide the state, tax type, and amount and tax year for each category* · Form 1098, Mortgage Interest Statement* · Qualified Mortgage Insurance Premiums Deduction Worksheet-Line 13 Form 4684 Casualties and Thefts* Provide documents which support any variances shown between the filed and mock returns.