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MAINE TEST # 1
FORMS INCLUDED: 1040ME, W-2, SCHED CP, ME SCHED A
LINE # FIELD NAME
FORM 1040ME
NAME TEST U. PHROZINTOWES
SSN 400-00-2008
ADDRESS 1 1832 NORTH POLE LANE
CITY, STATE, ZIP COLDFOOT, ME 04701
1A ME CLEAN ELECTION Y
3-7 FILING STATUS HH
8-11 RESID STATUS R
13 # OF EXEMPTIONS 2
14 FAGI 28650
17 DEDUCTION TYPE S
19 TAXABLE INCOME 14600
20 INCOME TAX 469
24 TAX CREDITS 43
26 NET TAX 426
28a MAINE INC TAX WITHHELD 820
28c DEPOSIT WITH EXTENSION REQUEST 280
29 OVERPAYMENT 674
32 VOLUNTARY CONTRIBS & PARK PASSES 655
33 REFUND 19
IAT TRANSACTION Y
34c RTN 123456780
34d ACCOUNT NUMBER 66557700
34e TYPE CHECKING
MAIL TAX & RENT BOOK N
DON'T MAIL A TAX BOOKLET Y
OCCUPATION CONSULTANT
E-MAIL ADDRESS TEST1@TAX.COM
FORM W-2
MAINE INC TAX WITHHELD 820
SCHEDULE CP
CP1 DEMOCRATIC PARTY CONTRIBUTIONS 10
CP2 GREEN PARTY CONTRIBUTIONS 20
CP3 REPUBLICAN PARTY CONTRIBUTIONS 30
CP4 WILDLIFE FUND 40
CP5 CHILDREN'S TRUST FUND 50
CP6 BOBE MARROW SCREENING FUND 60
CP7 ANIMAL STERILIZATION FUND 70
CP8 MAINE MILITARY FAMILY FUND 80
CP9 MAINE VETERENS' CEMETERY MAINT. 90
CP10 MAINE ASTHMA & LUNG RESEARCH 100
CP12a NUMBER OF INDIVIDUAL PARK PASSES 1
CP13a NUMBER OF VEHICLE PARK PASSES 1
SCHEDULE A
7 FEDERAL EARNED INCOME TAX CREDIT 43
INCLUDE FED 1040A AND ANY OTHER FED FORMS OR SCHEDULES AS NECESSARY
MAINE TEST #2
FORMS INCLUDED: 1040ME, W-2
LINE # FIELD NAME
FORM 1040ME
NAME TWO T TEST
SSN 400-00-2002
ADDRESS 1 2 SECOND STREET
CITY, STATE, ZIP FAIRVIEW, ME 04999
1a CLEAN ELECTION FUND N
3-7 FILING STATUS S
8-11 RESIDENCY STATUS R
13 # OF EXEMPTIONS 0
14 FAGI 11900
17 DEDUCTION TYPE S
19 TAXABLE INCOME 6200
20 INCOME TAX 155
28a MAINE INCOME TAX W/HELD 100
30 UNDERPAYMENT 55
35a TAX DUE 55
OCCUPATION DISHWASHER
FORM W-2
MAINE INC TAX WITHHELD 100
INCLUDE FED 1040 AND ANY OTHER FED FORMS OR SCHEDULES AS NECESSARY
MAINE TEST #3
FORMS INCLUDED: 1040ME, W-2, W-2G, 1099-R, SCH. A, 2210ME
LINE # FIELD NAME
FORM 1040ME
NAME TEST G. HERBALIST
SSN 400-00-1010
HOME PHONE (207) 555-2121
ADDRESS 1 50 FEEL GOOD AVENUE
CITY, STATE, ZIP GREEN VALLEY LAKE, ME 04444
1A CLEAN ELEC FUND-APPL N
3-7 FILING STATUS S
8-11 RESID STATUS R
13 # OF EXEMPTIONS 1
14 FAGI 91591
17 DEDUCTION TYPE S
19 TAXABLE INCOME 83041
20 INCOME TAX 6378
21 TAX ADDITIONS 240
28a MAINE INCOME TAX W/HELD 2300
28b 2008 EST. PMTS & 2007 CREDIT FWD 400
30 UNDERPAYMENT 3918
35B UNDERPAYMENT PENALTY 170
OCCUPATION CHEMIST
FORM W-2
MAINE INCOME TAX W/HELD 2028
FORM W-2G
13 STATE NAME ME
14 MAINE INCOME TAX W/HELD 172
FORM 1099-R
10(2) STATE INCOME TAX WITHHELD - 2 100
11(2) STATE NAME - 2 ME
11(2) PAYER STATE ID # - 2 1234567890123456
SCHEDULE A
1 RETIREMENT PLAN DISTRIBUTIONS 240
2210 ME
1 2009 TAX 6618
2 LINE 1 TIMES 90% 5956
3 2009 ME INCOME TAX WITHHELD 2300
4 LINE 1-LINE 3 4318
5 2008 TAX 6500
6 SMALLER OF LINE 2 OR LINE 5 5956
7 25% OF LINE 6 1489
8a DUE DATE 1 4/15/2009
8b DUE DATE 2 6/15/2009
8c DUE DATE 3 9/15/2009
8d DUE DATE 4 1/15/2010
9a TAX DUE 1 1489
9b TAX DUE 2 1489
9c TAX DUE 3 1489
9d TAX DUE 4 1489
10a COL A TAX WITHHELD 575
10a COL B TAX WITHHELD 575
10a COL C TAX WITHHELD 575
10a COL D TAX WITHHELD 575
10b COL A ESTIMATED TAX PAID 100
10b COL B ESTIMATED TAX PAID 100
10b COL C ESTIMATED TAX PAID 100
10b COL D ESTIMATED TAX PAID 100
11 COL A LINE 9 MINUS 10d COL A 814
11 COL B LINE 9 MINUS 10d COL B 814
11 COL C LINE 9 MINUS 10d COL C 814
11 COL D LINE 9 MINUS 10d COL D 814
12 COL A PAYMENT DATE COL A 04/15/2010
12 COL B PAYMENT DATE COL B 04/15/2010
12 COL C PAYMENT DATE COL C 04/15/2010
12 COL D PAYMENT DATE COL D 04/15/2010
13 COL A # OF MONTHS 12
13 COL B # OF MONTHS 10
13 COL C # OF MONTHS 7
13 COL D # OF MONTHS 3
14 COL A RATE 0.080312
14 COL B RATE 0.066051
14 COL C RATE 0.045011
14 COL D RATE 0.017602
15 COL A PENALTY 65
15 COL B PENALTY 54
15 COL C PENALTY 37
15 COL D PENALTY 14
16 TOTAL PENALTY 170
INCLUDE FED 1040 AND ANY NECESSARY SCHEDULES & FORMS
MAINE TEST #4
FORMS INCLUDED: 1040ME, SCHED CP, W-2, SCH 1 & 2, SCH NR & SCH NR WKST A&B
LINE # FIELD NAME
FORM 1040ME
NAME EMERIL F HEARTBURN
SSN 444-77-2005
SPOUSE NAME MARY J HEARTBURN
SPOUSE SSN 400-00-9205
HOME PHONE (207) 555-1111
WORK PHONE (207) 555-2222
ADDRESS 1 987 BACKYARD ROAD
CITY, STATE, ZIP SHYTOWN, AZ 86503
1a CLEAN ELECTION FUND N
3-7 FILING STATUS MJ
8-11 RESID STATUS N
13 # OF EXEMPTIONS 8
14 FAGI 58,909
15 INCOME MODIFICATIONS 60
17 DEDUCTION TYPE I
17 DEDUCTIONS 21,272
19 TAXABLE INCOME 14,897
20 INCOME TAX 415
25 NONRESIDENT CREDIT 215
28a MAINE INCOME TAX W/HELD 1704
28d REFUNDABLE CHILDCARE CREDIT 138
29 OVERPAYMENT 1642
32 VOLUNTARY CONTRIBUTIONS & PARK PASSES 655
34b REFUND 987
OCCUPATION ANALYST
SPOUSE OCCUPATION HOMEMAKER
SCHEDULE CP
CP4 WILDLIFE FUND 100
CP5 CHILDREN'S TRUST FUND 50
CP6 BOBE MARROW SCREENING FUND 60
CP7 ANIMAL STERILIZATION FUND 70
CP8 MAINE MILITARY FAMILY FUND 80
CP9 MAINE VETERENS' CEMETERY MAINT. 90
CP10 MAINE ASTHMA & LUNG RESEARCH 100
CP12a NUMBER OF INDIVIDUAL PARK PASSES 1
CP13a NUMBER OF VEHICLE PARK PASSES 1
SCHEDULE 1&2
1a INC FROM MUNICIPAL/STATE BONDS 5
1b NET OPERATING LOSS RECOVERY ADJ 10
1f DISCHARGE OF INDEBT, DEF FOR FED TAX 15
1g FIDUCIARY ADJ 30
1i TOTAL ADDITIONS 60
3 NET MODIFICATIONS 60
4 TOTAL ITEMIZED DEDUCTIONS 22976
5a INC TAXES INCLUDED IN LINE 4 ABOVE 1704
SCHEDULE A (CHILDCARE WORKSHEET)
QUALITY CHILD CARE PROGRAM NAME KINDERCARE
QUALITY CHILD CARE CERTIFICATE # 1234
1 TOTAL EXPENSES PAID FOR CHILD CARE 3000
1aA TOTAL EXPENSES PD -ORDINARY 300
1aB TOTAL EXPENSES PD-QUALITY 2700
1bA PERCENTAGE OF EXPENSES PD-ORDINARY 0.1000
1bB PERCENTAGE OF EXPENSES PD-QUALITY 0.9000
2 FEDERAL FORM 1040, LINE 48/1040A, LINE 29 600
2aA LINE 2 X PERCENTAGE ORDINARY 60
2aB LINE 2 X PERCENTAGE QUALITY 540
3A MAINE CREDIT ORDINARY 15
3B MAINE CREDIT QUALITY 270
4a NONRESIDENT/PY RESIDENT PRORATED 138
5 REFUNDABLE PORTION 138
SCHEDULE NR
1a FEDERAL 58,909
1b TOTAL INCOME-MAINE 28,400
1c NON-MAINE 30,509
2 RATIO OF INCOME 0.5179
4 FED ADJUSTED GROSS INCOME 30,509
5a ADDITIONS 60
6 NON-ME ADJUSTED GROSS INCOME 30,569
7 RATIO OF MAINE ADJUSTED GROSS INCOME 0.5184
8 TAX SUBTOTAL 415
9 NONRESIDENT CREDIT 215
NR WORKSHEET A
1a NAME-FILER EMERIL F HEARTBURN
1b NAME-SPOUSE MARY J HEARTBURN
1aa SSN-FILER 444-77-2005
1ab SSN-SPOUSE 400-00-9205
1ba DATE OF BIRTH-FILER 03031972
1bb DATE OF BIRTH-SPOUSE 06111971
1ca OCCUPATION-FILER ANALYST
1cb OCCUPATION-SPOUSE HOMEMAKER
2 STATE DOMICILED-FILER SC
2 STATE DOMICILED-SPOUSE SC
4 NUMBER OF DAYS SPENT IN ME-FILER 10
5a OWNED HOME/REAL PROPERTY ME-FILER N
NR WORKSHEET B
1A WAGES, SALARIES, TIPS - COLUMN A 28400
1D WAGES, SALARIES, TIPS - COLUMN D 28400
1E WAGES, SALARIES, TIPS - COLUMN E 28400
9A TAXABLE AMOUNT OF PENSIONS -COLUMN A 30509
9D TAXABLE AMOUNT OF PENSIONS -COLUMN D 30509
FORM W-2
MAINE INCOME TAX W/HELD 1704
INCLUDE FED 1040 AND ANY NECESSARY FEDERAL SCHEDULES OR FORMS
MAINE TEST #5
FORMS INCLUDED, 1040ME, W-2
LINE # FIELD NAME
FORM 1040ME
NAME JENNIFER BROWN
SSN 400-00-1006
HOME PHONE (207) 555-5678
WORK PHONE (207) 555-1234
ADDRESS 1 13540 LORD BALTIMORE PL
CITY, STATE, ZIP UPPER MARLBORO, ME 04555
1 CLEAN ELEC FUND-APPL Y
3-7 FILING STATUS HH
8-11 RESID STATUS R
13 # OF EXEMPTIONS 2
14 FAGI 17850
17 DEDUCTION TYPE S
19 TAXABLE INCOME 3800
20 INCOME TAX 75
28a MAINE INCOME TAX W/HELD 2000
30 OVERPAYMENT 1925
34A OVERPAY CREDIT NEXT YEARS EST TAX 500
34B AMOUNT OVERPAY TO BE REFUNDED 1425
OCCUPATION APPL COUNSELOR
E-MAIL ADDRESS jennyb@test.net
FORM W-2
MAINE INCOME TAX W/HELD 2000
INCLUDE FED 1040A AND ANY NECESSARY FEDERAL SCHEDULES OR FORMS
MAINE TEST #6
FORMS INCLUDED: 1040ME, W-2, SCH A, MIN TAX WKST
LINE # FIELD NAME
FORM 1040ME
NAME JOHN D. LAMB
SSN 400-00-1004
SPOUSE'S NAME MARY LAMB
SPOUSE'S SSN 400-77-1227
HOME PHONE (888) 555-3333
ADDRESS 1 74 BUILDER DRIVE
CITY, STATE, ZIP GREENVILLE, ME 04441
3-7 FILING STATUS MJ
8-11 RESID STATUS R
13 # OF EXEMPTIONS 3
14 FAGI 121652
17 DEDUCTION TYPE I
17 DEDUCTION AMOUNT 50000
19 TAXABLE INCOME 63102
20 INCOME TAX 4001
21 TAX ADDITIONS 1365
28a MAINE INC TAX WITHHELD 4890
30 UNDERPAYMENT 476
31 USE TAX 100
31A SALES TAX /CASUAL RENTALS OF LIVING QTRS 200
IAT N
34c RTN 011200608
34d ACCOUNT NUMBER 2003161416
34e TYPE OF ACCOUNT CHECKING
34f DIR DEPOSIT REFUND OR PAYMENT ACH DEBIT
ELECTRONIC FUNDS WITHDRAWAL DATE 1/31/10 OR TODAYS DATE
35A TAX DUE 776
35C TOTAL AMOUNT DUE 776
FORM 2210 ANNUALIZED FILER N
MAIL TAX AND RENT BOOK NEXT YEAR N
DON'T MAIL A 1040 BOOK NEXT YEAR Y
TAXPAYERS OCCUPATION ENGINEER
TAXPAYER CONSENT N
INJURED SPOUSE CLAIM N
SCHEDULE A
3a MAINE MINIMUM TAX 1365
3c TOTAL MAINE MINIMUM TAX 1365
4 TOTAL ADDITIONS 1365
MAINE MIN TAX WRKSHT
1 FEDERAL ALT MIN TAXABLE INCOME 121652
3 MAINE TENTATIVE ALT MIN TAXABLE INCOME 121652
4 EXEMPTION 45000
5 ME ALTERNATIVE MIN TAXABLE INCOME 76652
6 TENTATIVE MINIMUM TAX 5366
9 MAINE INCOME TAX 4001
10 ALTERNATIVE MINIMUM TAX 1365
12 MAINE MINIMUM TAX 1365
FORM W-2
MAINE INC TAX WITHHELD 4890
INCLUDE FED 1040 AND ANY OTHER NECESSARY FED FORMS & SCHEDULES
MAINE TEST #7
FORMS INCLUDED: 1040ME, SCHEDULE A, W-2
LINE # FIELD NAME
FORM 1040ME
NAME JULIEN S BLOCKBERG
SSN 500002008
SPOUSE'S NAME JUDE F BLOCKBERG
SPOUSE'S SSN 004226666
ADDRESS 1 18 NORTH TREE LANE
CITY, STATE, ZIP AUGUSTA, ME 04330
3-7 FILING STATUS MJ
8-11 RESID STATUS R
13 # OF EXEMPTIONS 4
14 FAGI 25000
17 DEDUCTION TYPE S
17 DEDUCTION AMOUNT 9500
19 TAXABLE INCOME 64790
20 INCOME TAX 4144
21 TAX ADDITIONS 50
28a MAINE INC TAX WITHHELD 5000
28e TOTAL PAYMENTS/CREDITS 5000
29 OVERPAYMENT 981
IAT N
34c RTN 011200608
34d ACCOUNT NUMBER 66557700
34e TYPE OF ACCOUNT S
34f DIR DEPOSIT REFUND OR PAYMENT DIRECT DEPOSIT
FORM 2210 ANNUALIZED FILER N
MAIL TAX AND RENT BOOK NEXT YEAR N
DON'T MAIL A 1040 BOOK NEXT YEAR Y
TAXPAYERS OCCUPATION DISABLED
SPOUSE'S OCCUPATION HOMEMAKER
TAXPAYER CONSENT N
INJURED SPOUSE CLAIM N
SCHEDULE A
2 EARLY DIST FROM QUALIFIED RETIRE PLANS 50
4 TOTAL ADDITIONS 50
5 CREDIT FOR THE ELDERLY 100
7 EARNED INCOME TAX CREDIT 75
19 TOTAL CREDITS 175
20 MAINE INCOME TAX 4194
21 ALLOWABLE CREDITS 175
FORM W-2
MAINE INC TAX WITHHELD
