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Need 2009 Tax Return

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Need 2009 Tax Return

Need 2009 tax return 10. Need 2009 tax return   Retirement Savings Contributions Credit (Saver's Credit) Table of Contents Full-time student. Need 2009 tax return Adjusted gross income. Need 2009 tax return Distributions received by spouse. Need 2009 tax return Testing period. Need 2009 tax return If you or your employer make eligible contributions (defined later) to a retirement plan, you may be able to take a credit of up to $1,000 (up to $2,000 if filing jointly). Need 2009 tax return This credit could reduce the federal income tax you pay dollar for dollar. Need 2009 tax return Can you claim the credit?   If you or your employer make eligible contributions to a retirement plan, you can claim the credit if all of the following apply. Need 2009 tax return You are not under age 18. Need 2009 tax return You are not a full-time student (explained next). Need 2009 tax return No one else, such as your parent(s), claims an exemption for you on their tax return. Need 2009 tax return Your adjusted gross income (defined later) is not more than: $59,000 for 2013 ($60,000 for 2014) if your filing status is married filing jointly, $44,250 for 2013 ($45,000 for 2014) if your filing status is head of household (with qualifying person), or $29,500 for 2013 ($30,000 for 2014) if your filing status is single, married filing separately, or qualifying widow(er) with dependent child. Need 2009 tax return Full-time student. Need 2009 tax return   You are a full-time student if, during some part of each of 5 calendar months (not necessarily consecutive) during the calendar year, you are either: A full-time student at a school that has a regular teaching staff, course of study, and regularly enrolled body of students in attendance, or A student taking a full-time, on-farm training course given by either a school that has a regular teaching staff, course of study, and regularly enrolled body of students in attendance, or a state, county, or local government. Need 2009 tax return You are a full-time student if you are enrolled for the number of hours or courses the school considers to be full-time. Need 2009 tax return Adjusted gross income. Need 2009 tax return   This is generally the amount on line 38 of your 2013 Form 1040 or line 22 of your 2013 Form 1040A. Need 2009 tax return However, you must add to that amount any exclusion or deduction claimed for the year for: Foreign earned income, Foreign housing costs, Income for bona fide residents of American Samoa, and Income from Puerto Rico. Need 2009 tax return Eligible contributions. Need 2009 tax return   These include: Contributions to a traditional or Roth IRA, Elective deferrals, including amounts designated as after-tax Roth contributions, to: A 401(k) plan (including a SIMPLE 401(k)), A section 403(b) annuity, An eligible deferred compensation plan of a state or local government (a governmental 457 plan), A SIMPLE IRA plan, or A salary reduction SEP, and Contributions to a section 501(c)(18) plan. Need 2009 tax return They also include voluntary after-tax employee contributions to a tax-qualified retirement plan or a section 403(b) annuity. Need 2009 tax return For purposes of the credit, an employee contribution will be voluntary as long as it is not required as a condition of employment. Need 2009 tax return Reducing eligible contributions. Need 2009 tax return   Reduce your eligible contributions (but not below zero) by the total distributions you received during the testing period (defined later) from any IRA, plan, or annuity included earlier under Eligible contributions. Need 2009 tax return Also reduce your eligible contributions by any distribution from a Roth IRA that is not rolled over, even if the distribution is not taxable. Need 2009 tax return      Do not reduce your eligible contributions by any of the following: The portion of any distribution which is not includible in income because it is a trustee-to-trustee transfer or a rollover distribution. Need 2009 tax return Any distribution that is a return of a contribution to an IRA (including a Roth IRA) made during the year for which you claim the credit if: The distribution is made before the due date (including extensions) of your tax return for that year, You do not take a deduction for the contribution, and The distribution includes any income attributable to the contribution. Need 2009 tax return Loans from a qualified employer plan treated as a distribution. Need 2009 tax return Distributions of excess contributions or deferrals (and income attributable to excess contributions and deferrals). Need 2009 tax return Distributions of dividends paid on stock held by an employee stock ownership plan under section 404(k). Need 2009 tax return Distributions from an eligible retirement plan that are converted or rolled over to a Roth IRA. Need 2009 tax return Distributions from a military retirement plan. Need 2009 tax return Distributions received by spouse. Need 2009 tax return   Any distributions your spouse receives are treated as received by you if you file a joint return with your spouse both for the year of the distribution and for the year for which you claim the credit. Need 2009 tax return Testing period. Need 2009 tax return   The testing period consists of: The year in which you claim the credit, The 2 years before the year in which you claim the credit, and The period after the end of the year in which you claim the credit and before the due date of the return (including extensions) for filing your return for the year in which you claimed the credit. Need 2009 tax return Example. Need 2009 tax return You and your spouse filed joint returns in 2011 and 2012, and plan to do so in 2013 and 2014. Need 2009 tax return You received a taxable distribution from a qualified plan in 2011 and a taxable distribution from an eligible section 457(b) deferred compensation plan in 2012. Need 2009 tax return Your spouse received taxable distributions from a Roth IRA in 2013 and tax-free distributions from a Roth IRA in 2014 before April 15. Need 2009 tax return You made eligible contributions to an IRA in 2013 and you otherwise qualify for this credit. Need 2009 tax return You must reduce the amount of your qualifying contributions in 2013 by the total of the distributions you and your spouse received in 2011, 2012, 2013, and 2014. Need 2009 tax return Maximum eligible contributions. Need 2009 tax return   After your contributions are reduced, the maximum annual contribution on which you can base the credit is $2,000 per person. Need 2009 tax return Effect on other credits. Need 2009 tax return   The amount of this credit will not change the amount of your refundable tax credits. Need 2009 tax return A refundable tax credit, such as the earned income credit or the additional child tax credit, is an amount that you would receive as a refund even if you did not otherwise owe any taxes. Need 2009 tax return Maximum credit. Need 2009 tax return   This is a nonrefundable credit. Need 2009 tax return The amount of the credit in any year cannot be more than the amount of tax that you would otherwise pay (not counting any refundable credits or the adoption credit) in any year. Need 2009 tax return If your tax liability is reduced to zero because of other nonrefundable credits, such as the education credits, then you will not be entitled to this credit. Need 2009 tax return How to figure and report the credit. Need 2009 tax return   The amount of the credit you can get is based on the contributions you make and your credit rate. Need 2009 tax return The credit rate can be as low as 10% or as high as 50%. Need 2009 tax return Your credit rate depends on your income and your filing status. Need 2009 tax return See Form 8880, Credit for Qualified Retirement Savings Contributions, to determine your credit rate. Need 2009 tax return   The maximum contribution taken into account is $2,000 per person. Need 2009 tax return On a joint return, up to $2,000 is taken into account for each spouse. Need 2009 tax return   Figure the credit on Form 8880. Need 2009 tax return Report the credit on line 50 of your Form 1040 or line 32 of your Form 1040A, and attach Form 8880 to your return. Need 2009 tax return Prev  Up  Next   Home   More Online Publications
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Tax Counseling for the Elderly

The Tax Counseling for the Elderly (TCE) program offers FREE tax help to individuals who are age 60 or older. Cooperative grant agreements are entered into between IRS and eligible organizations to provide tax assistance to elderly taxpayers. The funds provided by the IRS are used by organizations to reimburse volunteers for their out-of-pocket expenses; including transportation, meals and other expenses incurred by them in providing tax counseling assistance at locations convenient to the taxpayers.  

Tax return preparation assistance is provided to elderly taxpayers during the normal period for filing Federal income tax returns, which is from January 1 to April 15 each year. However, the program activities required to make sure elderly taxpayers receive efficient and quality tax assistance can be conducted year-round.

A sponsor awarded a grant is responsible for all aspects of operating the TCE program including, but not limited to publicity, recruitment, training, site selection and management of volunteers.  

Section 163 of the Revenue Act of 1978, Public Law No. 95-600, 92 Stat. 2810, November 6, 1978, authorizes IRS to enter into cooperative agreements.

This web page serves as a resource for organizations interested in applying for a TCE grant as well as for organizations who have been awarded a grant.

Select from the following categories to get started:

 

Contact the TCE Grant Program at tce.grant.office@irs.gov

Page Last Reviewed or Updated: 11-Sep-2013

The Need 2009 Tax Return

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