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Important: Your taxes are not finished until all required steps are completed.
(If you prefer, you can still e-file. Go to the end of these instructions for
more information.)
Thomas N McAnulty
508 S Market st
Opelousas, LA 70570
|
Balance | Your federal tax return (Form 1040) shows you are due a refund of
Due/ | $328.00. Your refund will be direct deposited into the following
Refund | account: Account Number: 363041248334, Routing Transit Number:
| 124303162.
|
______________________________________________________________________________________
|
What You | Your tax return - The official return for mailing is included in
Need to | this printout. Remember to sign and date the return.
Mail |
| Attach the first copy or Copy B of Form(s) W-2 to the front of your
| Form 1040.
|
| Mail your return and attachments to:
| Department of the Treasury
| Internal Revenue Service
| Austin, TX 73301-0002
|
| Deadline: Postmarked by Monday, April 15, 2019
|
| Note: Your state return may be due on a different date. Please
| review your state filing instructions.
|
| Don't forget correct postage on the envelope.
|
______________________________________________________________________________________
|
What You | Keep these instructions and a copy of your return for your records.
Need to | If you did not print one before closing TurboTax, go back to the
Keep | program and select File tab, then select the Print for Your Records
| category.
|
______________________________________________________________________________________
|
2018 | Adjusted Gross Income $ 3,525.00
Federal | Taxable Income $ 0.00
Tax | Total Tax $ 0.00
Return | Total Payments/Credits $ 328.00
Summary | Amount to be Refunded $ 328.00
| Effective Tax Rate -7.66%
|
______________________________________________________________________________________
|
Changed | You can still file electronically. Just go back to TurboTax, select
Your Mind | the File tab, then select the E-file category. We'll walk you
About | through the process. Once you file, we will let you know if your
e-filing? | return is accepted (or rejected) by the Internal Revenue Service.
|
______________________________________________________________________________________
Page 1 of 1
Hi Thomas,
We just want to thank you for using TurboTax this year! It's our goal to make
your taxes easy and accurate, year after year.
Filing status: Single Married filing jointly Married filing separately Head of household Qualifying widow(er)
Your first name and initial Last name Your social security number
Thomas N McAnulty 440-78-6829
Your standard deduction: Someone can claim you as a dependent You were born before January 2, 1954 You are blind
If joint return, spouse's first name and initial Last name Spouse’s social security number
Spouse standard deduction: Someone can claim your spouse as a dependent Spouse was born before January 2, 1954 Full-year health care coverage
Spouse is blind Spouse itemizes on a separate return or you were dual-status alien or exempt (see inst.)
Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
(see inst.)
508 S Market st You Spouse
City, town or post office, state, and ZIP code. If you have a foreign address, attach Schedule 6. If more than four dependents,
Opelousas LA 70570 see inst. and here a
Dependents (see instructions): (2) Social security number (3) Relationship to you (4) if qualifies for (see inst.):
(1) First name Last name Child tax credit Credit for other dependents
Sign 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.
Here Your signature Date Your occupation If the IRS sent you an Identity Protection
F
6
Part II Coverage Exemptions Claimed on Your Return for Your Household
7 If you are claiming a coverage exemption because your household income or gross income is below the filing threshold,
check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a
Coverage Exemptions Claimed on Your Return for Individuals. If you and/or a member of your tax
Part III
household are claiming an exemption on your return, complete Part III.
(c) (d)
(a) (b) (e) (f) (g) (h) (i) (j) (k) (l) (m) (n) (o) (p)
Exemption Full
Name of Individual SSN Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec
Type Year
10
11
12
13
For Privacy Act and Paperwork Reduction Act Notice, see your tax return instructions. REV 12/22/18 Intui Form 8965 (2018)
BA
ELECTRONIC POSTMARK - CERTIFICATION OF ELECTRONIC FILING
The Intuit Electronic Postmark shows the date and time Intuit received your federal tax return. The Intuit
Electronic Postmark documents the filing date of your income tax return, and the electronic postmark
information should be kept on file with your tax return and other tax-related documentation.
TIMELY FILING:
For your federal return to be considered filed on time, your return must be postmarked on or before
midnight April 15, 2019. Intuit’s electronic postmark is issued in the Pacific Time (PT) zone. If you are
not filing in the PT zone, you will need to add or subtract hours from the Intuit Electronic Postmark time
to determine your local postmark time. For example, if you are filing in the Eastern Time (ET) zone and
you electronically file your return at 9 AM on April 15, 2019, your Intuit electronic postmark will indicate
April 15, 2019, 6 AM. If your federal tax return is rejected, the IRS still considers it filed on time if the
electronic postmark is on or before April 15, 2019, and a corrected return is submitted and accepted
before April 20, 2019. If your return is submitted after April 20, 2019, a new time stamp is issued to
reflect that your return was submitted after the IRS deadline and, consequently, is no longer considered
to have been filed on time.
If you request an automatic six-month extension, your return must be electronically postmarked by
midnight October 15, 2019 If your federal tax return is rejected, the IRS will still consider it filed on time
if the electronic postmark is on or before October 15, 2019, and the corrected return is submitted and
accepted by October 20, 2019.
(If you prefer, you can still e-file. Go to the end of these instructions for
more information.)
MCANULTY, THOMAS N
508 S MARKET ST
OPELOUSAS, LA 70570
|
Balance | Your Louisiana state tax return (Form IT-540B) shows you are due a
Due/ | refund of $52.00. Your refund will be direct deposited into the
Refund | following account: Account Number: 363041248334, Routing Transit
| Number: 124303162.
|
______________________________________________________________________________________
|
What You | Your tax return - The official return for mailing is included in
Need to | this printout. Remember to sign and date the return.
Mail |
| - Be sure to attach any W-2 Form(s) to your return.
|
| Mail your return and attachments to:
| Louisiana Department of Revenue
| PO Box 3440
| Baton Rouge LA 70821-3440
|
| Deadline: Postmarked by May 15, 2019
|
| Don't forget correct postage on the envelope.
|
______________________________________________________________________________________
|
What You | Keep these instructions and a copy of your return for your records.
Need to | If you did not print one before closing TurboTax, go back to the
Keep | program and select File tab, then select the Print for Your Records
| category.
|
______________________________________________________________________________________
|
2018 | Taxable Income $ 3,525.00
Louisiana | Total Tax $ 0.00
Tax | Total Payments/Credits $ 52.00
Return | Amount to be Refunded $ 52.00
Summary |
|
______________________________________________________________________________________
|
Special | Your printed state tax forms may have special formatting on them,
Formatting | such as bar codes or other symbols. This is to enable fast
| processing. Don't worry, these forms have been approved by your
| taxing authority and are acceptable for printing and mailing.
|
______________________________________________________________________________________
|
Changed | You can still file electronically. Just go back to TurboTax, select
Your Mind | the File tab, then select the E-file category. We'll walk you
About | through the process. Once you file, we will let you know if your
e-filing? | return is accepted (or rejected) by the state taxing agency.
|
______________________________________________________________________________________
Page 1 of 1
IT-540B-2D (Page 1 of 4) DEV ID 1002
Name
2018 LOUISIANA NONRESIDENT
Change AND PART-YEAR RESIDENT - 2D
Decedent
Filing THOMAS N MCANULTY Taxpayer SSN 440786829
Spouse
Decedent Spouse SSN
Address
Change 508 S MARKET ST
Amended
Return OPELOUSAS LA 70570 Telephone 4058248894
NOL Nonresident
MSRA
Carryback Return
Taxpayer DOB Spouse DOB
Part-Year
2015 Legislation Recovery
Return 11101964
6C DEPENDENTS – Enter dependent information below. If you have more than 6 dependents, attach a statement to your return with the
required information. Enter the number of dependents claimed on your Federal Form 1040. 6C 0
.
Dependent First and Last Name Social Security Number Relationship to you Birth Date (mm/dd/yyyy)
IMPORTANT!
All four (4) pages of this return MUST be mailed 6D TOTAL EXEMPTIONS – Total of 6A, 6B, and 6C 6D 1
in together along with your W-2s and completed
schedules. Please paperclip. Do not staple.
REV 12/18/18 INTUIT.CG.CFP.SP
7 FEDERAL ADJUSTED GROSS INCOME – From the NPR worksheet, Federal column, Line 12 7
3525
8 LOUISIANA ADJUSTED GROSS INCOME – From the NPR worksheet, Louisiana column, Line 33 8
3525
9 RATIO OF LOUISIANA ADJUSTED GROSS INCOME TO FEDERAL ADJUSTED GROSS INCOME 9
10000
2018 LOUISIANA REFUNDABLE CHILD CARE CREDIT – From Refundable Child Care Credit 15
15 0
Worksheet, Line 11
REFUNDABLE TAX CREDITS
15A Enter the qualified expense amount from the Refundable Child Care Credit Worksheet, Line 3. 15A 0
15B Enter the amount from the Refundable Child Care Credit Worksheet, Line 6. 15B 0
16 2018 LOUISIANA REFUNDABLE SCHOOL READINESS CREDIT – From Refundable School
Readiness Credit Worksheet, Line 4
16 0
5 4 3 2
0 0 0 0
17 LOUISIANA CITIZENS INSURANCE CREDIT 17A 0 17 0
18 OTHER REFUNDABLE PRIORITY 2 CREDITS – From Schedule F-NR, Line 10 18 0
TOTAL REFUNDABLE PRIORITY 2 CREDITS – Add Lines 15 and 16 through 18. Do not include
19 19 0
amounts on Lines 15A, 15B, and 17A.
MCAN
61982
2018 IT-540B-2D (Page 3 of 4)
Social Security Number 440786829
22 NONREFUNDABLE PRIORITY 3 CREDITS – From Schedule J-NR, Line 16 22
0
ADJUSTED LOUISIANA INCOME TAX – Subtract Line 22 from Line 20. If the result is less than zero or you
23 23 0
are not required to file a federal return, enter zero “0”.
24A CONSUMER USE TAX for purchases before July 1, 2018 No use tax due. 24A 0
Amount from the Consumer Use 24B
24B CONSUMER USE TAX for purchases on or after July 1, 2018 Tax Worksheet. 0
25 TOTAL INCOME TAX AND CONSUMER USE TAX – Add Lines 23, 24A, AND 24B. 25 0
26 OVERPAYMENT OF REFUNDABLE PRIORITY 2 CREDITS – Enter the amount from Line 21. 26 0
27 REFUNDABLE PRIORITY 4 CREDITS – From Schedule I-NR, Line 6 27
0
28 AMOUNT OF LOUISIANA TAX WITHHELD FOR 2018 – Attach Forms W-2 and 1099. 28
52
29 AMOUNT OF CREDIT CARRIED FORWARD FROM 2017 29 0
AMOUNT PAID ON YOUR BEHALF BY A COMPOSITE PARTNERSHIP FILING
30 30
Enter name of partnership. 0
31 AMOUNT OF ESTIMATED PAYMENTS FOR 2018 31 0
32 AMOUNT PAID WITH EXTENSION REQUEST 32 0
33 TOTAL REFUNDABLE TAX CREDITS AND PAYMENTS – Add Lines 26 through 32. 33 52
34 OVERPAYMENT – If Line 33 is greater than Line 25, subtract Line 25 from Line 33. Otherwise, enter zero “0” on
Lines 34 through 40 and go to Line 41. 34 52
35 UNDERPAYMENT PENALTY – If you are a farmer, mark the box. 35 0
ADJUSTED OVERPAYMENT – If Line 34 is greater than Line 35, subtract Line 35 from Line 34 and
36 enter the result here. If Line 35 is greater than Line 34, enter zero “0” on Lines 36 through 40, sub- 36 52
tract Line 34 from Line 35, and enter the balance on Line 41.
38 SUBTOTAL – Subtract Line 37 from Line 36. This amount of overpayment is available for credit or refund. 38 52
39 AMOUNT OF LINE 38 TO BE CREDITED TO 2019 INCOME TAX CREDIT 39 0
40 AMOUNT TO BE REFUNDED – Subtract Line 39 from Line 38.
Enter a “2” in box if you want to receive your refund by paper check.
Enter a “3” in box if you want to receive your refund by direct deposit and complete 40 52
the information below. If the information is unreadable, you will receive your refund REFUND
by paper check. 3
If you are filing for the first time or if you do not make a refund selection, you
will receive your refund by paper check.
DIRECT DEPOSIT INFORMATION
Will this refund be forwarded to a financial
Type: Checking Savings institution located outside the United States? Yes No
Routing Account
Number 124303162 Number 363041248334
REV 12/18/18 INTUIT.CG.CFP.SP
MCAN
61983
2018 IT-540B-2D (Page 4 of 4)
Social Security Number 440786829
AMOUNTS DUE LOUISIANA
41 AMOUNT YOU OWE – If Line 25 is greater than Line 33, subtract Line 33 from Line 25 and enter the balance here. 41
0
42 ADDITIONAL DONATION TO THE MILITARY FAMILY ASSISTANCE FUND 42 0
43 ADDITIONAL DONATION TO THE COASTAL PROTECTION AND RESTORATION FUND 43 0
44 ADDITIONAL DONATION TO LOUISIANA FOOD BANK ASSOCIATION 44 0
45 INTEREST 45 0
46 DELINQUENT FILING PENALTY 46 0
47 DELINQUENT PAYMENT PENALTY 47 0
48 UNDERPAYMENT PENALTY – If you are a farmer, mark the box. 48 0
49 BALANCE DUE LOUISIANA – Add Lines 41 through 48. PAY THIS AMOUNT. 49 0
DO NOT SEND CASH.
IMPORTANT !
All four (4) pages of this return
MUST be mailed in together along
with your W-2s and completed
schedules. Please paperclip.
Do not staple.
Status
10
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.
If I made a contribution to the START Savings Program, I consent that my Social Security Number may be given to the Louisiana Office of Student Financial
Assistance to properly identify the START Savings Program account holder. If married filing jointly, both Social Security Numbers may be submitted. I under-
stand that by submitting this form I authorize the disbursement of individual income tax refunds through the method as described on Line 40.
Your Signature Date (mm/dd/yyyy) Spouse’s Signature (If filing jointly, both must sign.) Date (mm/dd/yyyy)
Adjusted Gross Income – Subtract Line 11 from Line 10 for each column. Enter the amount
12 in the Federal column on IT-540B-2D, Line 7. The amount shown in the Federal column
should agree with Federal Form 1040, Line 7.
3,525 3,525
(If you prefer, you can still e-file. Go to the end of these instructions for
more information.)
Thomas N McAnulty
508 S Market st
Opelousas, LA 70570
|
Balance | Your Oklahoma state tax return (Form 511NR) shows no balance due or
Due/ | refund amount.
Refund |
|
______________________________________________________________________________________
|
What You | Your tax return - The official return for mailing is included in
Need to | this printout. Remember to sign and date the return.
Mail |
| Enclose copies of your Form(s) W-2, 1099 or other withholding
| statements with your return.
|
| Mail your return and attachments to:
| Oklahoma Tax Commission
| Income Tax 2-D Return
| P.O. Box 269045
| Oklahoma City, OK 73126-9045
|
| Deadline: Postmarked by April 15, 2019
|
| Don't forget correct postage on the envelope.
|
______________________________________________________________________________________
|
What You | Keep these instructions and a copy of your return for your records.
Need to | If you did not print one before closing TurboTax, go back to the
Keep | program and select File tab, then select the Print for Your Records
| category.
|
______________________________________________________________________________________
|
2018 | Taxable Income $ -3,825.00
Oklahoma | Total Tax $ 0.00
Tax | No Refund or Amount Due $ 0.00
Return |
Summary |
|
______________________________________________________________________________________
|
Special | Your printed state tax forms may have special formatting on them,
Formatting | such as bar codes or other symbols. This is to enable fast
| processing. Don't worry, these forms have been approved by your
| taxing authority and are acceptable for printing and mailing.
|
______________________________________________________________________________________
|
Changed | You can still file electronically. Just go back to TurboTax, select
Your Mind | the File tab, then select the E-file category. We'll walk you
About | through the process. Once you file, we will let you know if your
e-filing? | return is accepted (or rejected) by the state taxing agency.
|
______________________________________________________________________________________
Page 1 of 1
#1555# Form 511NR
Oklahoma Nonresident/ 2018
Part-Year Income Tax Return
Your Social Security Number Place an ‘X’ in this box AMENDED
RETURN!
if this taxpayer
440786829 is deceased Place an ‘X’ in this
box if this is an
Spouse’s Social Security Number
(joint return only) Place an ‘X’ in this box amended 511NR.
if this taxpayer See Schedule
is deceased 511NR-H.
THOMAS N MCANULTY
If a joint return, spouse’s first name, middle initial and last name
Mailing address (number and street, including apartment number, rural route or PO Box)
Not Required to File
508 S MARKET ST
City, State and ZIP
Place an ‘X’ in this box if you are a nonresident whose gross
income from Oklahoma sources is less than $1,000.
OPELOUSAS LA 70570 (see instructions).........................................................
1 Single * NOTE: If claiming Special Exemption, see instructions on page 8 of 511NR Packet.
2 Married filing joint return (even if only one had income) Regular
* Special Blind
Filing Status
Exemptions
Yourself
1 1 from the
• If spouse is also filing, list Name: 3 boxes.
name and SSN in the boxes: SSN: Spouse
Write the Total
in the box below.
0
4 Head of household with qualifying person Total
Direct Deposit Note: Is this refund going to or through an account that is located outside of the United States? Yes No
Verify your account and routing numbers are Deposit my refund in my: Checking Account Savings Account
correct. If your direct deposit fails to process
or you do not choose direct deposit, you will Routing Number: Account Number:
receive a debit card. See the 511NR Packet
for direct deposit and debit card information.
40 If line 26 is more than line 34, subtract line 34 from line 26. This is your tax due................ 40 0 00
41 Donation: Support the Oklahoma General Revenue Fund (original return only)....................... 41 00
42 Underpayment of estimated tax interest (annualized installment method )................... 42 00
43 For delinquent payment add penalty of 5%....................... $_______________________
plus interest of 1.25% per month.......................................... $_______________________ 43 00
44 Total tax, donation, penalty and interest (add lines 40-43)................................................... 44 00
Under penalty of perjury, I declare the information contained in this document, and all Place an ‘X’ in this box if the Oklahoma Tax Commission
attachments and schedules, is true and correct to the best of my knowledge and belief. may discuss this return with your tax preparer..................
Taxpayer’s signature Date Spouse’s signature Date Paid Preparer’s signature Date
SELF-PREPARED
Taxpayer’s occupation Spouse’s occupation Paid Preparer’s address and phone number
Please remit to: Oklahoma Tax Commission, P.O. Box 269045, Oklahoma City, OK 73126-9045
The Oklahoma Tax Commission is not required to give actual notice to taxpayers of changes in any state tax law. REV 01/09/19 INTUIT.CG.CFP.SP
#1555#
2018 Form 511NR - Nonresident/Part-Year Income Tax Return - Page 3
NOTE: Provide this page with your return.
Name(s) shown Your Social
on Form 511NR: THOMAS N MCANULTY Security Number: 440-78-6829
4 Military Retirement (see instructions for limitation)................. 00 4 00
8 Additional depletion................................................................ 00 8 00
9 Oklahoma net operating loss (Loss Year[s] )
(Provide Schedules) 00 9 00
16 Total subtractions.................................................................
00 16 00
(add lines 1-15, enter total here and on line 5 of Form 511NR)
6 Miscellaneous: Other adjustments (enter number in box for the type of deduction )............ 6 00
7 Total Adjustments (add lines 1-6, enter total here and on line 9 of Form 511NR)................. 7 00
REV 03/05/19 INTUIT.CG.CFP.SP
#1555#
2018 Form 511NR - Nonresident/Part-Year Income Tax Return - Page 5
NOTE: Provide this page ONLY if you have an amount shown on a schedule.
Name(s) shown Your Social
on Form 511NR: THOMAS N MCANULTY Security Number: 440-78-6829
8 Maximum amount allowed for itemized deductions. (exception, lines 9 & 10)................ 8 17,000 00
9 Medical and Dental expenses from Federal Sch. A, line 4.............................................. 9 00
10 Gifts to Charity from Federal Sch. A, line 14.................................................................. 10 00
11 Oklahoma Itemized Deductions
If you responded YES on line 7: Add lines 8, 9 and 10
If you responded NO on line 7: enter the amount from line 3.................................. 11 00
Schedule 511NR-E Child Care/Child Tax Credit See instructions for details on qualifications
and required documents.
If your Federal Adjusted Gross Income is $100,000 or less and you are allowed either a credit for child care expenses or the child
tax credit on your Federal return, then as a resident, part-year resident or nonresident military, you are allowed a credit against your
Oklahoma tax. Your Oklahoma credit is the greater of:
• 20% of the credit for child care expenses allowed by the IRS Code. Your allowed Federal credit cannot exceed the amount of
your Federal tax reported on your Federal return, OR
• 5% of the child tax credit allowed by the IRS Code. This includes both the nonrefundable child tax credit and the refundable
additional child tax credit.
The credit must be prorated based on the ratio of Adjusted Gross Income: All sources to Federal Adjusted Gross Income. If your
Federal Adjusted Gross Income is greater than $100,000, no credit is allowed. Provide a copy of your Federal return and, if applicable,
the Federal child care credit schedule.
1 Enter your Federal child care credit............................... 1 00
2 Multiply line 1 by 20%..................................................... 2 00
3 Enter your Federal child tax credit
(total of child tax credit & additional child tax credit)...... 3 00
4 Multiply line 3 by 5%....................................................... 4 00
5 Enter the larger of line 2 or line 4.................................................................................... 5 00
6 Divide the amount on line 7 of Form 511NR by the amount on line 2 of Form 511NR
•
•
7 Enter the percentage from the above calculation here (do not enter more than 100%)......... 6 %
Multiply line 5 by line 6. This is your Oklahoma child care/child tax credit.
Enter total here and on line 16 of Form 511NR............................................................... 7 00
REV 03/05/19 INTUIT.CG.CFP.SP
#1555#
Schedule 511NR-F Earned Income Credit See instructions for details on qualifications
and required documents.
Residents and part-year residents are allowed a credit equal to 5% of the Earned Income Credit allowed on the Federal return.
The credit must be prorated on the ratio of Oklahoma source AGI to Federal AGI. Provide a copy of your Federal return.
Nonresidents do not qualify.
1 Federal earned income credit..................................................................................................1 270 00
2 Multiply line 1 by 5%................................................................................................................2 14 00
3 Divide the amount on line 6 of Form 511NR by the amount on line 2 of Form 511NR
•
0 • 3525
Enter the percentage from the above calculation here (do not enter more than 100%).................3 0.0000 %
4 Oklahoma earned income credit.............................................................................................4
(multiply line 2 by line 3, enter total here and on line 21 of Form 511NR) 0 00
8 Total donations (add lines 1-7, enter total here and on line 37 of Form 511NR).......... 8 00
____________________________________________________________________________________________________________
____________________________________________________________________________________________________________
____________________________________________________________________________________________________________
_________________________________________________________________________________________________
_________________________________________________________________________________________________
REV 03/05/19 INTUIT.CG.CFP.SP