Form 1040 U.S. Individual Income Tax Return 2009 (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
LABEL HERE
For the year Jan. 1-Dec. 31, 2009, or other tax year beginning 2009, 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 ^ your SSN(s) above. ^
[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.
Presidential Election Campaign > Check here if you, or your spouse if filing jointly, want $3 to go to this fund (see page 14) > [ ] You [ ] Spouse
Filing Status
Check only one box.
1 [ ] Single
2 [X] Married filing jointly (even if only one had income)
3 [ ] Married filing separately. Enter spouse's SSN above and full name here. >
4 [ ] Head of household (with qualifying person). If the qualifying person is a child but not your dependent, enter this child's name here. >
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
6b [X] Spouse
6c 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 11)
DANIELLA RUBIO [illegible] DAUGHTER X
AMANDA RUBIO [illegible] DAUGHTER X
ANTHONY RUBIO [illegible] SON X
DOMINICK M RUBIO [illegible] SON X
It more than four dependents, see page 17 and check here > [ ]
d Total number of exemptions claimed
Boxes checked on 6a and 6b 2
No. of children on 6c who:
- lived with you 4
- did not live with you due to divorce or separation (see page 16)
Dependents on 6c not entered above
Add numbers on lines above > 6
Income
Attach Form(s) W-2 here. Also attach Forms W-2G and 1099-R if tax was withheld.
7 Wages, salaries, tips, etc. Attach Form(s) W-2 7 115,769.
8a Taxable interest. Attach Schedule B if required 8a
b Tax-exempt interest. Do not include on line 8a 8b
9a Ordinary dividends. Attach Schedule B if required 9a 23.
b Qualified dividends (see page 22) 9b 23.
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
If you did not get a W-2, see page 22.
13 Capital gain or (loss). Attach Schedule D if required. If not required, check here > [ ] 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 17 201,739.
18 Farm income or (loss). Attach Schedule F 18
19 Unemployment compensation in excess of $2,400 per recipient (see page 27) 19
20a Social security benefits 20a b Taxable amount (see page 27) 20b
Enclose, but do not attach, any payment. Also, please use Form 1040-V.
21 Other income. List type and amount (see page 29) 21
22 Add the amounts in the far right column for lines 7 through 21. This is your total income > 22 317,531.
Adjusted Gross Income
23 Educator expenses (see page 29) 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 [illegible]
28 Self-employed SEP, SIMPLE, and qualified plans 28
29 Self-employed health insurance deduction (see page 30) 29
30 Penalty on early withdrawal of savings 30
31a Alimony paid b Recipient's SSN > 31a
32 IRA deduction (see page 31) 32
33 Student loan interest deduction (see page 34) 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 > 37 317,531.
TAXPAYER COPY
610001 10-20-09
LHA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 97. Form 1040 (2009)
Income Tax Return — Rubio, U.S. Internal Revenue Service, Form 1040 (2009)
U.S. Internal Revenue Service · April 15, 2010
This is a 2009 U.S. Individual Income Tax Return (Form 1040) filed jointly by Marco A. Rubio and Jeanette C. Dousdebes. The document outlines their wages, rental income, standard deductions, exemptions for four children, and calculated federal tax liability.
form 1040 income income tax form irs Rubio Tax Returns tax credits tax exemptions tax return
Document text
Form 1040 (2009) MARCO A. RUBIO & JEANETTE C. DOUSDEBES Page 2
Tax and Credits
Standard Deduction for...
• People who check any box on lines 39a, 39b, or 40c or who can be claimed as a dependent
• All others: Single or Married filing separately: $5,700; Married filing jointly or Qualifying widow(er): $11,400; Head of household: $8,350
38 Amount from line 37 (adjusted gross income) 38 317,531.
39a Check { You were born before January 2, 1945. [ ] Blind. } Total boxes checked > 39a [ ]
if: Spouse was born before January 2, 1945, [ ] Blind. } > 39b [ ]
b If your spouse itemizes on a separate return or you were a dual-status alien, see page 35 and check here > 39b [ ]
40a Itemized deductions (from Schedule A) or your standard deduction (see left margin) 40a 67,087.
b If you are increasing your standard deduction by certain real estate taxes, new motor vehicle taxes, or a net disaster loss, attach Schedule L and check here (see page 35) > 40b [ ]
41 Subtract line 40a from line 38 41 250,444.
42 Exemptions. If line 38 is $125,100 or less and you did not provide housing to a Midwestern displaced individual, multiply $3,650 by the number on line 6d. Otherwise, see page 37 42 17,958.
43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- 43 232,486.
44 Tax. Check if any tax is from: a [ ] Form(s) 8814 b [ ] Form 4972 44 54,537.
45 Alternative minimum tax. Attach Form 6251 45 3,178.
46 Add lines 44 and 45 > 46 57,715.
47 Foreign tax credit. Attach Form 1116 if required 47
48 Credit for child and dependent care expenses. Attach Form 2441 48
49 Education credits from Form 8863, line 29 49
50 Retirement savings contributions credit. Attach Form 8880 50
51 Child tax credit (see page 42) 51
52 Credits from Form: a [ ] 8396 b [ ] 8839 c [ ] 5695 52
53 Other credits from Form: a [ ] 3800 b [ ] 8801 c [ ] 53
54 Add lines 47 through 53. These are your total credits 54
55 Subtract line 54 from line 46. If line 54 is more than line 46, enter -0- > 55 57,715.
Other Taxes
56 Self-employment tax. Attach Schedule SE 56
57 Unreported social security and Medicare tax from Form: a [ ] 4137 b [ ] 8919 57
58 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required 58
59 Additional taxes: a [ ] AEIC payments b [X] Household employment taxes. Attach Schedule H 59 2,896.
60 Add lines 55 through 59. This is your total tax > 60 60,611.
Payments
61 Federal income tax withheld from Forms W-2 and 1099 61 17,438.
62 2009 estimated tax payments and amount applied from 2008 return 62 15,000.
63 Making work pay and government retiree credits. Attach Schedule M 63
64a Earned income credit (EIC) 64a
If you have a qualifying child, attach Schedule EIC
b Nontaxable combat pay election [ 64b ]
65 Additional child tax credit. Attach Form 8812 65
66 Refundable education credit from Form 8863, line 16 66
67 First-time homebuyer credit. Attach Form 5405 67
68 Amount paid with request for extension to file (see page 72) 68
69 Excess social security and tier 1 RRTA tax withheld (see page 72) STMT... 5 69 734.
70 Credits from Form: a [ ] 2439 b [ ] 4136 c [ ] 8801 d [ ] 8885 70
71 Add lines 61, 62, 63, 64a, and 65 through 70. These are your total payments > 71 33,172.
Refund
Direct deposit? See page 73 and fill in 73b, 73c, and 73d, or form 8888
72 If line 71 is more than line 60, subtract line 60 from line 71. This is the amount you overpaid 72
73a Amount of line 72 you want refunded to you. If Form 8888 is attached, check here > [ ] 73a
b number [ ] > c Type [ ] Checking [ ] Savings > d number [ ]