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File by Mail Instructions for your 2018 Federal Tax Return

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.

With TurboTax Federal Free Edition:


- Your filed return has 100% guaranteed accurate calculations*
- You received a printed copy of your return with supporting documents for your
records

Many happy returns from TurboTax.


Form
1040 U.S. Individual Income Tax Return 2018
Department of the Treasury—Internal Revenue Service (99)
OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space.

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

Joint return? PIN, enter it


See instructions.
Retail Sales Associate here (see inst.)
Keep a copy for Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent you an Identity Protection
your records. PIN, enter it
here (see inst.)
Preparer’s name Preparer’s signature PTIN Firm’s EIN Check if:
Paid 3rd Party Designee
Preparer Self-employed
Use Only Firm’s name a Self-Prepared Phone no.
Firm’s address a
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2018)

Form 1040 (2018) Page 2


1 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . 1 3,525.
2a Tax-exempt interest . . . 2a b Taxable interest . . . 2b
Attach Form(s)
W-2. Also attach 3a Qualified dividends . . . 3a b Ordinary dividends . . 3b
Form(s) W-2G and
1099-R if tax was 4a IRAs, pensions, and annuities . 4a b Taxable amount . . . 4b
withheld. 5a Social security benefits . . 5a b Taxable amount . . . 5b
6 Total income. Add lines 1 through 5. Add any amount from Schedule 1, line 22 . . . . . 6 3,525.
7 Adjusted gross income. If you have no adjustments to income, enter the amount from line 6; otherwise,
Standard subtract Schedule 1, line 36, from line 6 . . . . . . . . . . . . . . . . . 7 3,525.
Deduction for— 8 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . . . 8 12,000.
• Single or married
filing separately, 9 Qualified business income deduction (see instructions) . . . . . . . . . . . . . . 9
$12,000 0.
10 Taxable income. Subtract lines 8 and 9 from line 7. If zero or less, enter -0- . . . . . . . . 10
• Married filing
jointly or Qualifying 11 a Tax (see inst.) 0. (check if any from: 1 Form(s) 8814 2 Form 4972 3 )
widow(er),
$24,000 b Add any amount from Schedule 2 and check here . . . . . . . . . . . . a 11 0.
• Head of 12 a Child tax credit/credit for other dependents b Add any amount from Schedule 3 and check here a 12
household,
$18,000 13 Subtract line 12 from line 11. If zero or less, enter -0- . . . . . . . . . . . . . . 13 0.
• If you checked 14 Other taxes. Attach Schedule 4 . . . . . . . . . . . . . . . . . . . . 14 0.
any box under
Standard 15 Total tax. Add lines 13 and 14 . . . . . . . . . . . . . . . . . . . . 15 0.
deduction,
see instructions. 16 Federal income tax withheld from Forms W-2 and 1099 . . . . . . . . . . . . . 16 58.
17 Refundable credits: a EIC (see inst.) 270. b Sch. 8812 c Form 8863
Add any amount from Schedule 5 . . . . . . . . . . . . . . 17 270.
18 Add lines 16 and 17. These are your total payments . . . . . . . . . . . . . . 18 328.
Refund 19 If line 18 is more than line 15, subtract line 15 from line 18. This is the amount you overpaid . . . . 19 328.
20a Amount of line 19 you want refunded to you. If Form 8888 is attached, check here . . . . a 20a 328.
Direct deposit? a b Routing number 1 2 4 3 0 3 1 6 2 a c Type: Checking Savings
See instructions.
a d Account number 3 6 3 0 4 1 2 4 8 3 3 4
21 Amount of line 19 you want applied to your 2019 estimated tax . . a 21
Amount You Owe 22 Amount you owe. Subtract line 18 from line 15. For details on how to pay, see instructions . . . a 22
23 Estimated tax penalty (see instructions) . . . . . . . . a 23
Go to www.irs.gov/Form1040 for instructions and the latest information. BAA REV 03/13/19 Intuit.cg.cfp.sp Form 1040 (2018)
8965
OMB No. 1545-0074
Health Coverage Exemptions
Form

Department of the Treasury


a Attach to Form 1040. 2018
Attachment
Internal Revenue Service
a Go to www.irs.gov/Form8965 for instructions and the latest information. Sequence No. 75
Name as shown on return Your social security number
Thomas N McAnulty 440-78-6829
Complete this form if you have a Marketplace-granted coverage exemption or you are claiming a coverage exemption
on your return.
Marketplace-Granted Coverage Exemptions for Individuals. If you and/or a member of your tax household
Part I
have an exemption granted by the Marketplace, complete Part I.
(a) (b) (c)
Name of Individual SSN Exemption Certificate Number

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

8 Thomas McAnulty 440-78-6829 G

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

Taxpayer: Thomas N McAnulty


Primary SSN: 440-78-6829

Federal Return Submitted: April 20, 2019 12:23 PM PDT


Federal Return Acceptance Date:

Your return has been rejected by the IRS

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.

There are two important aspects of the Intuit Electronic Postmark:

1. THE INTUIT ELECTRONIC POSTMARK.


The electronic postmark shows the date and time Intuit received the federal return, and is deemed the
filing date if the date of the electronic postmark is on or before the date prescribed for filing of the
federal individual income tax return.

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.

2. THE ACCEPTANCE DATE.


Once the IRS accepts the electronically filed return, the acceptance date will be provided by the Intuit
Electronic Filing Center. This date is proof that the IRS accepted the electronically filed return.
File by Mail Instructions for your 2018 Louisiana Tax Return
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.)
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

FILING STATUS: Enter the appropriate number in the


6 EXEMPTIONS:
filing status box. It must agree with your federal return.
65 or
Enter a “1” in box if single. 6A X Yourself
older
Blind
Total of
Enter a “2” in box if married filing jointly. 6A & 6B 1
65 or
6B Spouse Blind
Enter a “3” in box if married filing separately. older
1 Enter a “4” in box if head of household.
If the qualifying person is not your dependent, enter name here.

Enter a “5” in box if qualifying widow(er).

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

FOR OFFICE USE ONLY


Field
Flag
61981
2018 IT-540B-2D (Page 2 of 4)
Social Security Number 440786829

If you are not required to file a federal


return, indicate wages here. Mark this box and enter zero “0” on Lines 7 through 14.

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

10A FEDERAL ITEMIZED DEDUCTIONS 10A


0
10B FEDERAL STANDARD DEDUCTION 10B
0
10C EXCESS FEDERAL ITEMIZED DEDUCTIONS – Subtract Line 10B from Line 10A. 10C 0
10D FEDERAL INCOME TAX
Mark Box 1 if your federal income tax has been decreased by the foreign tax credit.
Mark Box 2 if your federal income tax has been decreased by a federal 1 2 10D 0
disaster credit allowed by IRS.

10E TOTAL DEDUCTIONS – Add Lines 10C and 10D. 10E 0


ALLOWABLE DEDUCTIONS – Multiply Line 10E by the percentage on Line 9. Round to the nearest
10F 10F
dollar. 0
11 LOUISIANA NET INCOME – Subtract Line 10F from Line 8. If less than zero, enter zero “0”. 11 3525
12 YOUR LOUISIANA INCOME TAX 12
0
13 NONREFUNDABLE PRIORITY 1 CREDITS – From Schedule C-NR, Line 8 13 0
TAX LIABILITY AFTER NONREFUNDABLE PRIORITY 1 CREDITS – Subtract Line 13 from Line 12.
14 14 0
If less than zero, enter zero “0”.

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.

20 TAX LIABILITY AFTER REFUNDABLE PRIORITY 2 CREDITS 20 0


21 OVERPAYMENT AFTER REFUNDABLE PRIORITY 2 CREDITS 21 0
REV 12/18/18 INTUIT.CG.CFP.SP

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.

37 TOTAL DONATIONS – From Schedule D-NR, Line 21 37 0

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

Contribution and Donation


0000

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)

Print/Type Preparer’s Name Preparer’s Signature Date (mm/dd/yyyy)


Check ■ if Self-employed
PAID SELF-PREPARED
PREPARER Firm’s Name ➤ Firm’s FEIN ➤
USE ONLY
Firm’s Address ➤ Telephone ➤

Individual Income Tax Return


Name
Calendar year return due 5/15/2019
MCAN
Mail to: Department of Revenue PTIN, FEIN, or
LDR Account Number
PO BOX 3440 of Paid Preparer
BATON ROUGE LA 70821-3440
For Office
Use Only.
REV 12/18/18 INTUIT.CG.CFP.SP 61984
1002 Social Security Number 440786829

2018 Nonresident and Part-Year Resident (NPR) Worksheet


Federal Louisiana
1 Wages, salaries, tips, etc. 3,525 3,525
2 Taxable interest
3 Dividends
4 Business income (or loss) and farm income (or loss)
5 Gains (or losses)
6 IRA distributions, pensions, and annuities.
7 Rental real estate, royalties, partnerships, S corporations, trusts, etc.
8 Social Security benefits
9 Other income
10 Total Income – Add the income amounts on Lines 1 through 9 for each column. 3,525 3,525
11 Total Adjustments to Income

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

Additions 2018 Adjustments to Income


13 Interest and dividend income from other states and their political subdivisions
Additions

14 Recapture of START contributions


15 Add back of donation to student tuition organization credit
16 Total – Add Lines 12 through 15. 3,525
Subtractions
17 Interest and Dividends on U.S. Government Obligations
Louisiana State Employees’ Retirement Benefits –
18
Taxpayer date retired: ____________________ Spouse date retired: ____________________
Louisiana State Teachers’ Retirement Benefits –
19
Taxpayer date retired: ____________________ Spouse date retired: ___________________
20 Federal Retirement Benefits – Date retired: Taxpayer ____________ Spouse: _____________
Other Retirement Benefits – Date retired: Taxpayer _____________ Spouse: _____________
21
Provide name or statute: _______________________________________________________________
Annual Retirement Income Exemption for Taxpayers 65 or over –
22
Provide name of pension or annuity: ___________________________________________________
23 Native American Income
24 START Savings Program Contribution
25 Military Pay Exclusion
26 Road Home
27 Recreation Volunteer or Volunteer Firefighter
28 Voluntary Retrofit Residential Structure
29 IRC 280C Expense Adjustment
Elementary and Secondary School Tuition, Educational Expenses for Home-Schooled
30
Children, Educational Expenses for Quality Public Education
31 Capital Gain from Sale of Louisiana Business
32 Entity Level Taxes Paid to Other States
Other Exempt Income
33
Identify: ____________________________________________________________________________
34 Total Exempt Income – Add Lines 17 through 33. 0
LOUISIANA ADJUSTED GROSS INCOME. Subtract Line 34 from Line 16 and enter here and
35
on IT-540B-2D, Line 8. 3,525

REV 12/18/18 INTUIT.CG.CFP.SP 61985


File by Mail Instructions for your 2018 Oklahoma Tax Return
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 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.

Your first name, middle initial and last name


Please Print or Type
Name and Address

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

3 Married filing separate Add the Totals

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

5 Qualifying widow(er) with dependent child Number of dependents 1


• Please list the year spouse died in box at right:
Note: If you may be claimed as a dependent on another return, enter
Nonresident(s) State of Residence: ________________ “0” in the Total box for your regular exemption.
Residency
Status

Part-Year Resident(s) From ___________


01/01/2018 to _________
04/22/2018
Resident/Part-Year Resident/Nonresident Age 65 or Over? (Please see instructions) Yourself Spouse
State of Residence: Yourself _________ Spouse _______
Please Round to Nearest Whole Dollar
Complete Schedule 511NR-1 “Income Allocation for Nonresidents and Part-Year Residents” to arrive at
Oklahoma Source Income (line 1) and Federal adjusted gross income (line 2).
Federal Amount Oklahoma Amount
1 Oklahoma source income (Schedule 511NR-1, line 17).............................. 00 1 0 00
2 Federal adjusted gross income (Schedule 511NR-1, line 18).................... 3525 00 2 00
3 Oklahoma additions: Schedule 511NR-A, line 7............................................ 00 3 00
4 Add lines (Federal 2 and 3) and then (Oklahoma 1 and 3)............................ 3525 00 4 0 00
5 Oklahoma subtractions: Schedule 511NR-B, line 16...................................... 00 5 00
6 Adjusted gross income: Okla. Source (line 4 minus line 5)........................... 00 6 0 00
7 Adjusted gross income: All Sources (line 4 minus line 5) Also enter on line 8.... 3525 00 7

8 Adjusted gross income: All Sources (from line 7)........................................................................................... 8 3525 00


9 Oklahoma Adjustments (Schedule 511NR-C, line 7)......................................................................................... 9 00
10 Income after adjustments (line 8 minus line 9)................................................................................................ 10 3525 00
11 Oklahoma itemized deductions (Schedule 511NR-D, line 11)
or Oklahoma standard deduction (Single or Married Filing Separate: $6,350 •
Married Filing Joint or Qualifying Widow(er): $12,700 • Head of Household: $9,350)...................................... 11 6350 00
12 Exemptions: Enter the total number of exemptions claimed above 1 X $1,000.................................. 12 1000 00
13 Total deductions and exemptions (add lines 11 and 12).................................................................................. 13 7350 00
14 Oklahoma Taxable Income: (line 10 minus line 13)...................................................................................... 14 -3825 00
15 Oklahoma Income Tax from Tax Table (If using Farm Income Averaging, enter tax from Form 573, line 22
and enter a “1” in box. If paying the Health Savings Account additional 10% tax, add additional
tax here and enter a “2” in box.................................................................................................... ....15 0 00
STOP AND READ: If line 7 is equal to or larger than line 2, complete line 17. If line 7 is smaller than line 2, see Schedule 511NR-E.
16 Oklahoma child care/child tax credit (see instructions)................................................................. 16 00
17 Subtract line 16 from line 15 (This is your tax base)(Do not enter less than zero)..................... 17 0 00

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2018 Form 511NR - Nonresident/Part-Year Income Tax Return - Page 2


Name(s) shown Your Social
on Form 511NR:
THOMAS N MCANULTY Security Number: 440786829

18 Amount from line 17 on page 1................................................................................................. 18 0 00

19 Tax percentage: Oklahoma Amount (from line 6)


• Federal Amount (from line 7)
a) 0 • b) 3525 ............... 19 0.0000 %
20 Oklahoma Income Tax. Multiply line 18 by line 19
If recapturing the Oklahoma Affordable Housing Tax Credit, add recaptured credit here and enter a “1” in box. I f making
an Oklahoma installment payment pursuant to IRC Section 965(h) and 68 O.S. Sec. 2368(K),
add the installment payment here and enter a “2” in the box)...................................................................... .20 0 00
21 Oklahoma earned income credit (Sch. 511NR-F, line 4)....................................................... 21 0 00
22 Credit for taxes paid to another state (provide Form 511TX) nonresidents do not qualify..... 22 00
23 Form 511CR - Other Credits Form - List 511CR line number claimed here: ............. 23 00
24 Line 20 minus lines 21, 22 and 23 ........................................ (Do not enter less than zero).... 24 0 00
25 Use tax due on Internet, mail order, or other out-of-state purchases while living in Oklahoma... 25
If you certify that no use tax is due, place an ‘X’ here: 00
26 Balance (add lines 24 and 25)............................................................................................... 26 0 00
27 Oklahoma withholding (provide W-2s, 1099s or withholding statement)...... 27 00
28 2018 Oklahoma estimated tax payments
If you are a qualified farmer, place an ‘X’ here: .............. 28 00
29 2018 payment with extension............................................................ 29 00
30 Credits from Form..............................a) 577........ b) 578......... 30 00
31 Amount paid with original return plus additional paid after it was filed
(amended return only)....................................................................... 31 00
32 Payments and credits (add lines 27-31)............................................................................. 32 00
33 Overpayment, if any, as shown on original return and/or prior amended return(s) or as
previously adjusted by Oklahoma (amended return only)..................................................... 33 00
34 Total payments and credits (line 32 minus line 33)............................................................ 34 00
35 If line 34 is more than line 26, subtract line 26 from line 34. This is your overpayment....... 35 0 00
36 Amount of line 35 to be applied to 2019 estimated tax
(original return only) (see page 4 of 511NR Packet for further information)... 36 00
Schedule 511NR-G provides you with the opportunity to make a financial gift from your refund to a variety of Oklahoma
organizations. Please place the line number of the organization from Schedule 511NR-G in the box below. If you give to
more than one organization, put a “99” in the box. Provide Schedule 511NR-G.
37 Donations from your refund (total from Schedule 511NR-G)............. 37 00
38 Total deductions from refund (add lines 36 and 37).............................................................. 38 00
39 Amount to be refunded (line 35 minus line 38)....................................................................39 0 00

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

RETAIL SALES ASSOCIATE


Daytime Phone Number (optional)
A COPY OF FEDERAL RETURN
MUST BE PROVIDED. Paid Preparer’s PTIN

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
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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

Schedule 511NR-1 Income Allocation for Nonresidents and


Part-Year Residents
Lines 1-18: In the Federal column, enter the amounts from your Federal tax return. See the instructions to figure
the amounts to report in the Oklahoma column.
federal amount oklahoma amount
1 Wages, salaries, tips, etc........................................................ 3525 00 1 00
2 Taxable interest income.......................................................... 00 2 00
3 Dividend income..................................................................... 00 3 00
4 Taxable IRA pensions and annuities...................................... 00 4 00
5 Taxable Social Security benefits (also enter on line 2 of Sch. 511NR-B) 00 5 00
6 Taxable refunds (state income tax)........................................ 00 6 00
7 Alimony received.................................................................... 00 7 00
8 Business income or (loss) (Federal Schedule C)................... 00 8 00
9 Capital gains or losses (Federal Schedule D)........................ 00 9 00
10 Other gains or losses (Federal Form 4797)........................... 00 10 00
11 Rental real estate, royalties, partnerships, etc....................... 00 11 00
12 Farm income or (loss)............................................................. 00 12 00
13 Unemployment compensation................................................ 00 13 00
14 Other income
(identify:_______________________________________ ) 00 14 00
15 Add lines 1 through 14........................................................... 3525 00 15 00
16 Total Federal adjustments to income
(identify:_______________________________________ ) 00 16 00
17 Oklahoma source income (line 15 minus line 16)
Enter here and on page 1, line 1......................................... 17 0 00
18 Federal adjusted gross income (line 15 minus line 16)
Enter here and on page 1, line 2......................................... 3525 00 18

Schedule 511NR-A Oklahoma Additions See instructions for details on


qualifications and required documents.
federal amount oklahoma amount
1 State and municipal bond interest ......................................... 00 1 00
2 Lump sum distributions (not included in your Federal AGI)......... 00 2 00

3 Federal net operating loss...................................................... 00 3 00


4 Recapture depletion claimed on a lease bonus or
add back of excess Federal depletion.................................... 00 4 00
5 Recapture of contributions to Oklahoma 529 College
Savings Plan and OklahomaDream 529 Account(s).............. 00 5 00
6 Miscellaneous: Other additions..............................................
(enter number in box for the type of addition ) 00 6 00
7 Total additions......................................................................
(add lines 1-6, enter total here and on line 3 of Form 511NR) 00 7 00

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2018 Form 511NR - Nonresident/Part-Year Income Tax Return - Page 4
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

Schedule 511NR-B Oklahoma Subtractions See instructions for details on


qualifications and required documents.
federal amount oklahoma amount

1 Interest on U.S. government obligations................................ 00 1 00

2 Taxable Social Security (from Schedule 511NR-1, line 5)...... 00 2 00


3 Federal civil service retirement in lieu of social security......... 00 3 00
- Retirement Taxpayer Number Spouse Number
Claim Number:


4 Military Retirement (see instructions for limitation)................. 00 4 00

5 Oklahoma government or Federal civil service retirement..... 00 5 00

6 Other retirement income......................................................... 00 6 00

7 U.S. Railroad Retirement Board Benefits............................... 00 7 00

8 Additional depletion................................................................ 00 8 00
9 Oklahoma net operating loss (Loss Year[s] )
(Provide Schedules) 00 9 00

10 Exempt tribal income (see instructions for qualifications)...... 00 10 00

11 Gains from the sale of exempt government obligations......... 00 11 00

12 Nonresident military wages (provide W-2).............................. 00 12

13 Oklahoma Capital Gain Deduction (Provide Form 561NR)....... 00 13 00

14 Income Tax Refund (Federal Form 1040, Schedule 1, line 10)... 00 14 00


15 Miscellaneous: Other subtractions........................................
(enter number in box for the type of deduction ) 00 00
15

16 Total subtractions.................................................................
00 16 00
(add lines 1-15, enter total here and on line 5 of Form 511NR)

Schedule 511NR-C Oklahoma Adjustments See instructions for details on


qualifications and required documents.
1 Military pay exclusion - Active Duty, Reserve and National Guard (not retirement) ................ 1 00
2 Qualifying disability deduction (residents and part-year residents only).................................. 2 00
3 Qualified adoption expense...................................................................................................... 3 00
4 Contributions to Oklahoma 529 College Savings Plan and OklahomaDream 529 Account(s) ....4 00
5 Deductions for providing foster care..............................................................................................5 00

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
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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

Schedule 511NR-D Oklahoma Itemized Deductions


If you claimed itemized deductions on your Federal return, you must claim Oklahoma Itemized Deductions.

1 Federal itemized deductions from Federal Sch. A, line 17.......... 1 00


2 State and local sales or income taxes from Federal Sch. A, line 5a
(If Federal Sch A, line 5e is limited, enter that portion of Federal Sch A,
line 5a included in line 5e)....................................................................2 00
3 Line 1 minus line 2............................................................................................................ 3 00
4 Medical and Dental expenses from Federal Sch. A, line 4.......... 4 00
5 Gifts to Charity from Federal Sch. A, line 14............................... 5 00
6 Line 3 minus lines 4 and 5............................................................................................... 6 00
7 Is line 6 more than $17,000?
YES. Your itemized deductions are limited. Complete lines 9-11.
NO. Your itemized deductions are not limited. Skip lines 9 & 10. Go to line 11.

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

Enter your Oklahoma Itemized Deductions on line 11 of Form 511NR.

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
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2018 Form 511NR - Nonresident/Part-Year Income Tax Return - Page 6


NOTE: Provide this page ONLY if you have an amount shown on a schedule or are filing an amended return.
Name(s) shown Your Social
on Form 511NR: THOMAS N MCANULTY Security Number: 440-78-6829

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

Schedule 511NR-G Donations from Refund (Original return only)


This schedule allows you to make a donation from your refund to a variety of Oklahoma organizations. Information regarding each pro-
gram, its mission, how funds are utilized and mailing addresses are shown in Schedule 511NR-G Information on page 24 of the 511NR
Packet. If you are not receiving a refund but would like to make a donation to one of these organizations, Schedule 511NR-G Information
lists the mailing address to mail your donation to the organization. If you are not receiving a refund and wish to donate to Support the
Oklahoma General Revenue Fund, see line 41 of Form 511NR.
Place an ‘X’ in the box associated with the dollar amount you wish to have deducted from your refund and donated to that organization.
Then carry that figure over into the column at the right. When you carry your figure back to line 37 of Form 511NR, please list the line
number of the organization to which you donated. If you donate to more than one organization, please write a “99” in the box at line 37 of
Form 511NR.
1 Support of Programs for Volunteers to Act
as Court Appointed Special Advocates
for Abused or Neglected Children..................... $2 $5 $ .... 1 00
2 Y.M.C.A. Youth and Government Program........ $2 $5 $ .... 2 00
3 Indigent Veteran Burial Program....................... $2 $5 $ .... 3 00
4 Support the Oklahoma General Revenue Fund $2 $5 $ .... 4 00
5 Oklahoma Emergency Responders Assistance
Program............................................................. $2 $5 $ .... 5 00
6 Support of Folds of Honor Scholarship Program $2 $5 $ .... 6 00
7 Support Wildlife Diversity Fund......................... $2 $5 $ .... 7 00

8 Total donations (add lines 1-7, enter total here and on line 37 of Form 511NR).......... 8 00

Schedule 511NR-H Amended Return Information


Did you file an amended Federal return? Yes No
If Yes, provide a copy of the IRS Form 1040X or 1045 AND proof of IRS acceptance, such as a copy of the IRS “Statement of
Adjustment”, IRS check or deposit slip. IRS documents submitted after filing this Oklahoma amended return may delay processing.
Explain the changes to income, deductions, and/or credits below. Enter the line reference number for which you are reporting a change
and give the reason. If more space is needed, provide a separate schedule.

____________________________________________________________________________________________________________

____________________________________________________________________________________________________________

____________________________________________________________________________________________________________

_________________________________________________________________________________________________

_________________________________________________________________________________________________
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