Publication 1436 (Rev. 10-2012) - Internal Revenue Service

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Version A, Cycle 3 Form 8880 Department of the Treasury Internal Revenue Service Credit for Qualified Retirement Savings Contributions ▶ Attach to Form 1040, Form 1040A, or Form 1040NR. ▶ Information about Form 8880 and its instructions is at www.irs.gov/form8880. OMB No. 1545-0074 2012 Attachment Sequence No. 54 Name(s) shown on return Your social security number Sara Phlox 400-00-1039 ▲! CAUTION You cannot take this credit if either of the following applies. • The amount on Form 1040, line 38; Form 1040A, line 22; or Form 1040NR, line 37 is more than $28,750 ($43,125 if head of household; $57,500 if married filing jointly). • The person(s) who made the qualified contribution or elective deferral (a) was born after January 1, 1995, (b) is claimed as a dependent on someone else’s 2012 tax return, or (c) was a student (see instructions). (a) You (b) Your spouse 1 Traditional and Roth IRA contributions for 2012. Do not include rollover contributions . . . . . . . . . . . . . . . . . . . . 1 2 Elective deferrals to a 401(k) or other qualified employer plan, voluntary employee contributions, and 501(c)(18)(D) plan contributions for 2012 (see instructions) . . . . . . . . . . . . . . . . . . 2 3 Add lines 1 and 2 . . . . . . . . . . . . . . . . . . 3 4 Certain distributions received after 2009 and before the due date (including extensions) of your 2012 tax return (see instructions). If married filing jointly, include both spouses’ amounts in both columns. See instructions for an exception . . . . . . . . . . . . . 4 For Testing Purposes 5 Subtract line 4 from line 3. If zero or less, enter -0- . . . . . . . 5 7 Add the amounts on line 6. If zero, stop; you cannot take this credit . . . . . . . . . . 7 8 9 Enter the amount from Form 1040, line 38*; Form Only 1040A, line 22; or Form 1040NR, line 37 . . . . . . . . . . . . . . . . . 8 Enter the applicable decimal amount shown below: If line 8 is— DRAFT AS OF 6 In each column, enter the smaller of line 5 or $2,000 . . . . . . 6 And your filing status is— Over— But not over— Married Head of filing jointly household Enter on line 9— Single, Married filing separately, or Qualifying widow(er) --- $17,250 .5 .5 .5 $17,250 $18,750 .5 .5 .2 $18,750 $25,875 .5 .5 .1 $25,875 $28,125 .5 .2 .1 July 30, 2012 $28,125 $28,750 .5 .1 .1 $28,750 $34,500 .5 .1 .0 $34,500 $37,500 .2 .1 .0 $37,500 $43,125 .1 .1 .0 $43,125 $57,500 .1 .0 .0 $57,500 --- .0 .0 .0 Note: If line 9 is zero, stop; you cannot take this credit. 10 Multiply line 7 by line 9 . . . . . . . . . . . . . . . . . . . . . . . . . 10 11 Enter the amount from Form 1040, line 46; Form 1040A, line 28; or Form 1040NR, line 44 . . . . . . . . . . . . . . . . . 11 12 1040 filers: 1040A filers: Enter the total of your credits from lines 47 through 49, } and Schedule R, line 22. Enter the total of your credits from lines 29 through 31. 1040NR filers: Enter the total of your credits from lines 45 and 46. 12 13 Subtract line 12 from line 11. If zero, stop; you cannot take this credit . . . . . . . . . . 13 14 Credit for qualified retirement savings contributions. Enter the smaller of line 10 or line 13 here and on Form 1040, line 50; Form 1040A, line 32; or Form 1040NR, line 47 . . . . . . . 14 9 X . *See Pub. 590 for the amount to enter if you are filing Form 2555, 2555-EZ, or 4563 or you are excluding income from Puerto Rico. For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 33394D Form 8880 (2012) 128 1200 0 0
ATS/PATS Test Scenario 10 Taxpayer: Vance & Jane Ambrosia SSN: 400-00-1040 Test Scenario 10 includes the following forms: • Form 1040EZ • Form W-2 (primary & secondary) Primary and Secondary Date Of Birth 11/22/1978 Additional Instructions: Primary received $2,898.00 in Unemployment Compensation with $290.00 Federal withholding 129
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Procedures Test Package for the for
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INTRODUCTION…………………
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INTRODUCTION This Publication will
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Test Process Are there Differences
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WHO MUST TEST? The Submission Proce
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SOFTWARE DEVELOPER ACCEPTANCE PROCE
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The IRS will only accept these SSNs
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Form 1040 Department of the Treasur
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Employer identification number (EIN
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SCHEDULE B (Form 1040A or 1040) Dep
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Form Department of the Treasury—I
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Form 2441 (2012) Part III Dependent
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SCHEDULE 8812 (Form 1040A or 1040)
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Version A, Cycle 3 Form 8880 Depart
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Enclose, but do not attach, any pay
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Tax Year 2012 Assurance Testing Sys
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Forms and schedules that may be fil
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WHAT IS TESTED? The test package fo
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PRACTIONER PIN Taxpayers using an E
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SOCIAL SECURITY RANGE FOR STATE RET
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Form 2555 (2012) Page 3 Part V All
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Version A, Cycle 5 Form 1040 For (2
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Form 8938 (November 2012) Departmen
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ATS Test Scenario 3 Taxpayer: Sam a
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Version A, Cycle 5 Form 1040 For (2
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SCHEDULE C (Form 1040) Profit or Lo
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SCHEDULE EIC (Form 1040A or 1040) D
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Form 8862 (Rev. December 2012) Depa
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Version A, Cycle 1 Form 8867 (2012)
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Page 81 and 82: CORRECTED (if checked) PAYER’S na
Page 83 and 84: Version A, Cycle 2 Schedule E (Form
Page 85 and 86: SCHEDULE J (Form 1040) Department o
Page 87 and 88: DRAFT AS OF 9 Chemicals. . . . . .
Page 89 and 90: ATS Test Scenario 05 Taxpayer: Zeus
Page 91 and 92: Version A, Cycle 5 Form 1040 For (2
Page 95 and 96: Version A, Cycle 2 SCHEDULE A (Form
Page 97 and 98: Part III Complete this DRAFT part t
Page 99 and 100: Form 6198 At-Risk Limitations OMB N
Page 101 and 102: DRAFT AS OF 5 Meals and entertainme
Page 103 and 104: Form 1040 Department of the Treasur
Page 105 and 106: Employer identification number (EIN
Page 107 and 108: Form 1040 Department of the Treasur
Page 115 and 116: ATS/PATS Test Scenario 8 Taxpayer:
Page 117 and 118: Version A, Cycle 5 Form 1040 For (2
Page 121 and 122: ATS/PATS Test Scenario 9 Taxpayer:
Page 123 and 124: Version A, Cycle 5 Form 1040A (2012
Page 125 and 126: Form 2441 Child and Dependent Care
Page 127 and 128: SCHEDULE EIC (Form 1040A or 1040) D
Page 129 and 130: Version B, Cycle 6 Schedule 8812 (F
Page 131: Form 8863 (2012) Page 2 Name(s) sho
Page 137 and 138: ATS Test Scenario 11 Taxpayer: Edga
Page 139 and 140: Section A—Farm Income—Cash Meth
Page 141 and 142: DRAFT AS OF b Multiply line 5a by 9
Page 143 and 144: ATS Test Scenario 12 Taxpayer: Susa
Page 145 and 146: ATS Test Scenario 13 Taxpayer: Apri
Page 147 and 148: Form 9465 ATS Test Scenario 14 Taxp
Page 149 and 150: ATS Test Scenario 15 Taxpayer: Lind
Page 151 and 152: Test Scenario 16 Taxpayer: Joann Bi
Page 153: Form 56 (Rev. 12-2011) Page 2 Part
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Publication 1436 (Rev. 10-2012) - Internal Revenue Service

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