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Income Tax Return — Rubio, U.S. Internal Revenue Service, Form 1040 (2008)

U.S. Internal Revenue Service · April 15, 2009

This document is a 2008 U.S. Individual Income Tax Return (Form 1040) filed jointly by Marco A. Rubio and Jeanette C. Dousdebes. It details their adjusted gross income, itemized deductions, tax credits, and total tax liability for the calendar year 2008.

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Form 1040 U.S. Individual Income Tax Return 2008 (99) IRS Use Only - Do not write or staple in this space. Label (See instructions on page 14.) Use the IRS label. Otherwise, please print or type. Presidential Election Campaign [triangle] Check here if you, or your spouse if filing jointly, want $3 to go to this fund (see page 14) [triangle] [ ] You [ ] Spouse For the year Jan. 1-Dec. 31, 2008, or other tax year beginning , 2008, ending , 20 OMB No. 1545-0074 Your first name and initial MARCO A. Last name RUBIO Your social security number [illegible] If a joint return, spouse's first name and initial JEANETTE C. Last name DOUSDEBES Spouse's social security number [illegible] Home address (number and street). If you have a P.O. box, see page 14. Apt no. You must enter [triangle] your SSN(s) above. [triangle] [illegible] City, town or post office, state, and ZIP code. If you have a foreign address, see page 14. MIAMI, FL 33144 Checking a box below will not change your tax or refund. Filing Status Check only one box. 1 [ ] Single 4 [ ] Head of household (with qualifying person). If the qualifying person is a child but not your dependent, enter this child's name here. [triangle] 2 [X] Married filing jointly (even if only one had income) 3 [ ] Married filing separately. Enter spouse's SSN above and full name here. [triangle] 5 [ ] Qualifying widow(er) with dependent child (see page 16) Exemptions 6a [X] Yourself. If someone can claim you as a dependent, do not check box 6a. Boxes checked on 6a and 6b ... 2 6b [X] Spouse No. of children on 6c who: [bullet] lived with you ... 3 [bullet] did not live with you due to divorce or separation (see page 18) c Dependents: (1) First name Last name (2) Dependent's social security number (3) Dependent's relationship to you (4) [if qualifying child for child tax credit (see page 17)] DANIELLA RUBIO [illegible] DAUGHTER X AMANDA RUBIO [illegible] DAUGHTER X ANTHONY RUBIO [illegible] SON X If more than four dependents, see page 17. Dependents on 6c not entered above Add numbers on lines above [triangle] 5 Income Attach Form(s) W-2 here. Also attach Forms W-2G and 1099-R if tax was withheld. If you did not get a W-2, see page 21. Enclose, but do not attach, any payment. Also, please use Form 1040-V. 7 Wages, salaries, tips, etc. Attach Form(s) W-2 ... 7 ... 361,379. 8a Taxable interest. Attach Schedule B if required ... 8a ... 15. b Tax-exempt interest. Do not include on line 8a ... 8b | 9a Ordinary dividends. Attach Schedule B if required ... 9a ... 41. b Qualified dividends (see page 21) ... 9b | ... 41. 10 Taxable refunds, credits, or offsets of state and local income taxes ... 10 11 Alimony received ... 11 12 Business income or (loss). Attach Schedule C or C-EZ ... 12 13 Capital gain or (loss). Attach Schedule D if required. If not required, check here [triangle] [ ] ... 13 14 Other gains or (losses). Attach Form 4797 ... 14 15a IRA distributions ... 15a | ... b Taxable amount ... 15b 16a Pensions and annuities ... 16a | ... b Taxable amount ... 16b 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E ... 17 ... 37,752. 18 Farm income or (loss). Attach Schedule F ... 18 19 Unemployment compensation ... 19 20a Social security benefits ... 20a | ... b Taxable amount (see page 26) ... 20b 21 Other income. List type and amount (see page 28) ... 21 22 Add the amounts in the far right column for lines 7 through 21. This is your total income [triangle] ... 22 ... 399,187. Adjusted Gross Income 23 Educator expenses (see page 28) ... 23 24 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 or 2106-EZ ... 24 25 Health savings account deduction. Attach Form 8889 ... 25 26 Moving expenses. Attach Form 3903 ... 26 27 One-half of self-employment tax. Attach Schedule SE ... 27 28 Self-employed SEP, SIMPLE, and qualified plans ... 28 29 Self-employed health insurance deduction (see page 29) ... 29 30 Penalty on early withdrawal of savings ... 30 31a Alimony paid b Recipient's SSN [triangle] ... 31a 32 IRA deduction (see page 30) ... 32 33 Student loan interest deduction (see page 33) STMT 2 ... 33 34 Tuition and fees deduction. Attach Form 8917 ... 34 35 Domestic production activities deduction. Attach Form 8903 ... 35 36 Add lines 23 through 31a and 32 through 35 ... 36 37 Subtract line 36 from line 22. This is your adjusted gross income [triangle] ... 37 ... 399,187. TAXPAYERS COPY 810001 11-10-08 LHA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 88. Form 1040 (2008)
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Form 1040 (2008) MARCO A. RUBIO & JEANETTE C. DOUSDEBES Page 2 Tax and 38 Amount from line 37 (adjusted gross income) 38 399,187. Credits 39a Check it { You were born before January 2, 1944, Blind. Spouse was born before January 2, 1944, Blind. Total boxes checked 39a Standard Deduction for 39b b If your spouse itemizes on a separate return or you were a dual-status alien, see page 34 and check here 39c People who checked any box on line 39a, 39b, or 39c OR who can be claimed as a dependent. c Check if standard deduction includes real estate taxes or disaster loss (see page 34) 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) 41 Subtract line 40 from line 38 40 41 69,168. 330,019. 42 If line 38 is over $119,975, or you provided housing to a Midwestern displaced individual, see page 36. Otherwise, multiply $3,500 by the total number of exemptions claimed on line 6d 43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- 42 43 11,665. 318,354. All others: 44 Tax. Check if any tax is from: a Form(s) 8814 b Form 4972 44 83,778. Single or 45 Alternative minimum tax. Attach Form 6251 45 2,232. Married filing separately, 46 Add lines 44 and 45 46 86,010. $5,450 47 Foreign tax credit. Attach Form 1116 if required 47 Married filing jointly or Qualifying widow(er), $10,900 48 Credit for child and dependent care expenses. Attach Form 2441 49 Credit for the elderly or the disabled. Attach Schedule R 50 Education credits. Attach Form 8863 51 Retirement savings contributions credit. Attach Form 8880 52 Child tax credit (see page 42). Attach Form 8901 if required 48 49 50 51 52 Head of household, $8,000 53 Credits from Form: a 8396 b 8839 c 5695 53 54 Other credits from Form: a 3800 b 8801 c 54 55 Add lines 47 through 54. These are your total credits 55 56 Subtract line 55 from line 46. If line 55 is more than line 46, enter -0- 56 86,010. Other 57 Self-employment tax. Attach Schedule SE 57 Taxes 58 Unreported social security and Medicare tax from Form: a 4137 b 8919 58 59 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required 59 60 Additional taxes: a AEIC payments b Household employment taxes. Attach Schedule H 60 61 Add lines 56 through 60. This is your total tax 61 86,010. Payments 62 Federal income tax withheld from Forms W-2 and 1099 62 74,713. 63 2008 estimated tax payments and amount applied from 2007 return 63 If you have 64a Earned income credit (EIC) 64a a qualifying child, attach b Nontaxable combat pay election 64b Schedule EIC. 65 Excess social security and tier 1 RRTA tax withheld (see page 61) STMT 5 65 7,527. 66 Additional child tax credit. Attach Form 8812 66 67 Amount paid with request for extension to file (see page 61) 67 68 Credits from Form: a 2439 b 4136 c 8801 d 8885 68 69 First-time homebuyer credit. Attach Form 5405 69 70 Recovery rebate credit (see worksheet on pages 62 and 63) 70 71 Add lines 62 through 70. These are your total payments 71 82,240. Refund Direct deposit? See page 63 and fill in 73b, 73c, and 73d, or Form 8888 72 If line 71 is more than line 61, subtract line 61 from line 71. This is the amount you overpaid 73a Amount of line 72 you want refunded to you. If Form 8888 is attached, check here Routing b number c Type Checking Account Savings d number 74 Amount of line 72 you want applied to your 2009 estimated tax 72 73a 74 Amount You Owe 75 Amount you owe. Subtract line 71 from line 61. For details on how to pay, see page 65 76 Estimated tax penalty (see page 65) 75 3,770. 76 Third Party Do you want to allow another person to discuss this return with the IRS (see page 66)? X Yes. Complete the following. No Designee Sign Here Joint return? See page 15. Keep a copy for your records Designee's name PREPARER 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. Your signature TAXPAYERS COPY Spouse's signature. If a joint return, both must sign. Phone no Personal identification number (PIN) Date Your occupation ATTORNEY Date Spouse's occupation HOMEMAKER Daytime phone number Paid Preparer's Use Only 810002 11-10-08 Preparer's Signature Firm's name (or yours if self-em- ployed), address, and ZIP code Date Check if self- employed Preparer's SSN or PTIN GOLDSTEIN SCHECHTER KOCH 2121 PONCE DE LEON BLVD., SUITE #1100 CORAL GABLES, FL 33134 ** INTEREST NOT INCLUDED ** PENALTY NOT INCLUDED ** LATE FILING PENALTY NOT INCLUDED **** TOTAL DUE EIN Phone no. 78. 132. 170. 4,150.