Part-Year Resident Income Allocation Worksheet

2
2008 Connecticut Telefile - Page T4 Auto 1 Auto 2 Primary Residence (See instructions.) (Total of all installments) .00 .00 .00 8A 8B 8C 3. Filing Status: Confirm your filing status. See Filing Status on Page T6. Telefile will provide your 2007 filing status. Single Filing jointly for federal and Connecticut Head of household Filing jointly for Connecticut only Qualifying widow(er) with dependent child Filing separately for federal and Connecticut Filing separately for Connecticut only Connecticut Telefile Tax Return Use your telephone to file. Do not mail. 10B. Routing Number 10C. Account Number M M D D 10D. Enter the date you want your tax due withdrawn from your account (no later than April 15, 2009). Complete Item 10D only if you want your tax due withdrawn at a future date. See instructions on Page T7. 2 0 0 9 1 – Checking 2 – Savings 10A. Account Type 2008 Telefile Your Name(s) 1A. Your Social Security Number 1B. Spouse’s Social Security Number (if filing a joint return) 2. Personal Identification Number (PIN) or If you can not locate your PIN, see Page T6. Prior year adjusted gross income ____________________________________ Quick Start Checklist! Complete federal return. Fill in Items 1 through 10. Call 860-289-4829. - - - - 4. Federal adjusted gross income (AGI) from your federal Form 1040EZ, Line 4; Form 1040A, Line 21; or Form 1040, Line 37..................................................................... 4. .00 5. Check the box to indicate the form used to file your 2008 federal return. 1040EZ 1040A 1040 Refunds of state and local income taxes: Enter “0” here if your 2008 federal return is a Form 1040EZ or Form 1040A. If you filed federal Form 1040, enter the amount reported on federal Form 1040, Line 10. ................ 5. .00 6. Enter the total number of W-2 forms and any 1099 forms (maximum of seven) showing Connecticut income tax withholding. .................................................................. 6. 7. Enter the Federal Employer Identification Number and Connecticut income tax withheld for each W-2 form or 1099 form included in Item 6. See instructions on Page T6. 8. Enter total amount of property taxes paid to your town on: See instructions on Page T6. 9. Individual use tax: See instructions on Page T7. Enter the individual use tax due if you purchased taxable goods or services and did not pay Connecticut sales tax on the purchase. If none enter “0.” ........................ 9. .00 10. Want your refund directly deposited or your tax due automatically withdrawn? Fill in Items 10A, 10B, and 10C (and 10D for direct payment). Column A W-2 or 1099 Column B Federal Employer ID Number From W-2 or 1099 Forms Column C Connecticut Income Tax Withheld 1st .00 2nd .00 3rd .00 4th .00 5th .00 6th .00 7th .00

Transcript of Part-Year Resident Income Allocation Worksheet

Page 1: Part-Year Resident Income Allocation Worksheet

2008 Connecticut Telefi le - Page T4

Auto 1 Auto 2 Primary Residence (See instructions.) (Total of all installments)

.00 .00 .008A 8B 8C

3. Filing Status: Confi rm your fi ling status. See Filing Status on Page T6. Telefi le will provide your 2007 fi ling status. Single Filing jointly for federal and Connecticut Head of household Filing jointly for Connecticut only Qualifying widow(er) with dependent child Filing separately for federal and Connecticut Filing separately for Connecticut only

Connecticut Telefi le Tax ReturnUse your telephone to fi le. Do not mail.

10B. Routing Number

10C. Account Number

M M D D

10D. Enter the date you want your tax due withdrawn from your account (no later than April 15, 2009).

Complete Item 10D only if you want your tax due withdrawn at a future date. See instructions on Page T7.

2 0 0 9

1 – Checking2 – Savings

10A. Account Type

2008Telefi le

Your Name(s)

1A. Your Social Security Number1B. Spouse’s Social Security Number

(if fi ling a joint return)2. Personal Identifi cation Number (PIN) or If you can not locate your PIN, see Page T6. Prior year adjusted gross income ____________________________________

Quick Start Checklist!• Complete federal return.• Fill in Items 1 through 10.

• Call 860-289-4829.

- -- -

4. Federal adjusted gross income (AGI) from your federal Form 1040EZ, Line 4;Form 1040A, Line 21; or Form 1040, Line 37. .................................................................... 4. .00

5. Check the box to indicate the form used to fi le your 2008 federal return. 1040EZ 1040A 1040 Refunds of state and local income taxes: Enter “0” here if your

2008 federal return is a Form 1040EZ or Form 1040A. If you fi led federal Form 1040, enter the amount reported on federal Form 1040, Line 10. ................ 5. .00

6. Enter the total number of W-2 forms and any 1099 forms (maximum of seven) showing Connecticut income tax withholding. .................................................................. 6.

7. Enter the Federal Employer Identifi cation Number and Connecticut income tax withheld for each W-2 form or 1099 form included in Item 6. See instructions on Page T6.

8. Enter total amount of property taxes paid to your town on: See instructions on Page T6.

9. Individual use tax: See instructions on Page T7. Enter the individual use tax due if you purchased taxable goods or services

and did not pay Connecticut sales tax on the purchase. If none enter “0.” ........................ 9. .0010. Want your refund directly deposited or your tax due automatically withdrawn?

Fill in Items 10A, 10B, and 10C (and 10D for direct payment).

Column AW-2 or 1099

Column BFederal Employer ID Number From W-2 or 1099 Forms

Column CConnecticut Income Tax Withheld

1st .00

2nd .00

3rd .00

4th .00

5th .00

6th .00

7th .00

Page 2: Part-Year Resident Income Allocation Worksheet

2008 Connecticut Telefi le - Page T5

Telefi le will compute your:

AIDS Research $ _____________ .00 Organ Transplant $ _____________ .00 Endangered Species/Wildlife $ _____________ .00 Breast Cancer Research $ _____________ .00 Safety Net Services $ _____________ .00 Military Family Relief Fund $ _____________ .00

You are now ready to call the Telefi le phone number.Keep this return in front of you during the call. Telefi le will calculate the next section for you.

Be prepared to fi ll in the amounts calculated by Telefi le.Call 860-289-4829 to Telefi le 24 hours a day.

Payment Options See Page T7 for more information.1. Pay by direct payment during your Telefi le call by completing Items 10A, 10B, 10C, and 10D of the Connecticut

Telefi le Tax Return.2. Pay by credit card or debit card by visiting www.offi cialpayments.com or calling toll-free: 1-800-2PAY-TAX

(1-800-272-9829). You will be asked to enter the Connecticut Jurisdiction Code: 1777. A convenience fee will be charged by the service provider. The fee is 2.49% of your total tax payment.

3. Pay by check using the 2008 Connecticut Telefi le Payment Voucher below.

Keep this 2008 Connecticut Telefi le tax return for your records.Write the date you successfully telefi led your return. / / 2009

If you have an overpayment in Item 15, you may contribute all or a portion of your overpayment to one or more of the designated funds listed below.

Telefi le (Rev. 12/08)

Cut here.

2008 Connecticut Telefi le Payment Voucher1. Enter the amount enclosed $ 2. Make your check payable to: Commissioner of Revenue Services3. To ensure proper posting of your payment, write SSN(s) (optional) and “2008 Telefi le” on your check.

4. Mail to: DRS, PO Box 5088, Hartford CT 06102-5088Your fi rst name Middle initial Last name Your Social Security Number

If a joint return, spouse’s fi rst name and middle initial Last name Spouse’s Social Security Number

Mailing address (number and street), apartment number, PO box

City, town, or post offi ce State ZIP code

Print or type your name and address here.

Cut here.

State of ConnecticutDepartment of Revenue Services

Important!You must enter

your name(s) and SSN(s) as indicated on Items 1A and 1B.

.00

730TEL

Department Use Only

MD

112

20080

2 0 0 9

C C Y YD M

11. Property tax credit .............................................................................................11. .00

12. Total 2008 Connecticut tax: Includes individual use tax and property tax credit, if any. ..12. .00

13. Total Connecticut income tax withheld ...........................................................13. .00

14. Tax due: See Payment Options below. ...............................................................14. .00

15. Overpayment of tax ...........................................................................................15. .00

16. Total contributions ............................................................................................16. .00

17. Refund ................................................................................................................17. .00

18. Acceptance of terms and conditions and confi rmation number: See instructions on Page T7. Telefi le will assign you a 13-digit

confi rmation number. Do not hang up until you receive this number.