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Income Tax Return — Rubio, U.S. Internal Revenue Service, Form 1040 (2007)

U.S. Internal Revenue Service · April 15, 2008

This is a 2007 U.S. Individual Income Tax Return (Form 1040) filed jointly by Marco A. Rubio and Jeanette C. Dousdebes. The document details their adjusted gross income, itemized deductions, tax credits, and a calculated refund amount for the tax year.

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Form 1040 U.S. Individual Income Tax Return 2007 IRS Use Only - Do not write or staple in this space. OMB No. 1545-0074 Label (See instructions on page 12.) Use the IRS label. Otherwise, please print or type. Presidential Election Campaign LABEL HERE For the year Jan. 1-Dec. 31, 2007, or other tax year beginning , 2007, ending 20 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 12. Apt. no. [illegible] You must enter ▲ your SSN(s) above. ▲ City, town or post office, state, and ZIP code. If you have a foreign address, see page 12. 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 12) ► [ ] 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 14) Exemptions 6a [X] Yourself. If someone can claim you as a dependent, do not check box 6a. Boxes checked on 6a and 6b: 2 b [X] Spouse. No. of children on 6c who: 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 15) lived with you 3 did not live with you due to divorce or separation (see page 16) DANIELLA RUBIO [illegible] DAUGHTER X AMANDA RUBIO [illegible] DAUGHTER X ANTHONY RUBIO [illegible] SON X If more than four dependents, see page 15. Dependents on 6c not entered above Add numbers on lines above ► 5 d Total number of exemptions claimed 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 19. Enclose, but do not attach, any payment. Also, please use Form 1040-V. 7 Wages, salaries, tips, etc. Attach Form(s) W-2 7 330,072. 8a Taxable interest. Attach Schedule B if required 8a 52. b Tax-exempt interest. Do not include on line 8a 8b 9a Ordinary dividends. Attach Schedule B if required 9a 43. b Qualified dividends (see page 19) 9b 43. 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 ► [ ] 13 7,159. 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 -29,041. 18 Farm income or (loss). Attach Schedule F 18 19 Unemployment compensation 19 20a Social security benefits 20a b Taxable amount (see page 24) 20b 21 Other income. List type and amount (see page 24) 21 22 Add the amounts in the far right column for lines 7 through 21. This is your total income ► 22 308,285. TAXPAYER'S COPY Adjusted Gross Income 23 Educator expenses (see page 26) 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 26) 29 30 Penalty on early withdrawal of savings 30 31a Alimony paid b Recipient's SSN ► 31a 32 IRA deduction (see page 27) 32 33 Student loan interest deduction (see page 30) 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 ► 37 308,285. 710001 11-05-07 LHA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 83. Form 1040 (2007)
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Form 1040 (2007) MARCO A. RUBIO & JEANETTE C. DOUSDEBES Page 2 Tax and 38 Amount from line 37 (adjusted gross income) 38 308,285. Credits 39a Check Standard Deduction for - { You were born before January 2, 1943, it: Spouse was born before January 2, 1943, Blind. Blind. { Total boxes checked 39a 39b b If your spouse itemizes on a separate return or you were a dual-status alien, see page 31 and check here People who checked any box on line 39a or 39b Of who can be claimed as a dependent. 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) 40 70,607. 41 Subtract line 40 from line 38 41 237,678. 42 If line 38 is $117,300 or less, multiply $3,400 by the total number of exemptions claimed on line 6d. If line 38 is over $117,300, see the worksheet on page 33 42 10,200. 43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- 43 227,478. All others: 44 Tax. Check if any tax is from: a Form(s) 8814 b Form 4972 c Form(s) 8889 44 53,695. Single or Married filing separately, $5,350 45 Alternative minimum tax. Attach Form 6251 45 728. 46 Add lines 44 and 45 46 54,423. 47 Credit for child and dependent care expenses. Attach Form 2441 47 Married filing jointly or Qualifying widow(er), $10,700 48 Credit for the elderly or the disabled. Attach Schedule R 48 49 Education credits. Attach Form 8863 49 50 Residential energy credits. Attach Form 5695 50 51 Foreign tax credit. Attach Form 1116 if required 51 Head of household, $7,850 52 Child tax credit (see page 39). Attach Form 8901 if required 52 53 Retirement savings contributions credit. Attach Form 8880 53 54 Credits from: a Form 8396 b Form 8859 c Form 8839 54 55 Other credits: a Form 3800 b Form 8801 c Form 55 56 Add lines 47 through 55. These are your total credits 56 57 Subtract line 56 from line 46. If line 56 is more than line 46, enter -0- 57 54,423. 58 Self-employment tax. Attach Schedule SE 58 Other Taxes 59 Unreported social security and Medicare tax from: a Form 4137 b Form 8919 59 60 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required 60 61 Advance earned income credit payments from Form(s) W-2, box 9 61 62 Household employment taxes. Attach Schedule H 62 63 Add lines 57 through 62. This is your total tax 63 54,423. Payments 64 Federal income tax withheld from Forms W-2 and 1099 64 70,314. 65 2007 estimated tax payments and amount applied from 2006 return 65 If you have a qualifying child, attach Schedule EIC. 66a Earned income credit (EIC) 66a b Nontaxable combat pay election 66b 67 Excess social security and tier 1 RRTA tax withheld (see page 59)STMT 5 67 2,712. 68 Additional child tax credit. Attach Form 8812 68 69 Amount paid with request for extension to file (see page 59) 69 70 Payments from: a Form 2439 b Form 4136 c Form 8885 70 71 Refundable credit for prior year minimum tax from Form 8801, line 27 71 72 Add lines 64, 65, 66a, and 67 through 71. These are your total payments 72 73,026. Refund Direct deposit? See page 59 and fill in 74b, 74c, and 74d, or Form 8888. 73 If line 72 is more than line 63, subtract line 63 from line 72. This is the amount you overpaid 73 18,603. 74a Amount of line 73 you want refunded to you. If Form 8888 is attached, check here 74a 18,603. b Routing number c Type: Checking Savings d Account number 75 Amount of line 73 you want applied to your 2008 estimated tax 75 Amount You Owe 77 Estimated tax penalty (see page 61) 76 Amount you owe. Subtract line 72 from line 63. For details on how to pay, see page 60 76 Third Party Do you want to allow another person to discuss this return with the IRS (see page 61)? X Yes. Complete the following. No Designee Sign Here Joint return? See page 13. Keep a copy for your records. Paid Preparer's Use Only 710002 11-05-07 Designee's name PREPARER Phone no Personal identification number (PIN) 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 TAXPAYER'S COPY Spouse's signature, if a joint return, both must sign. Preparer's signature Firm's name (or yours if self-em- ployed), address, and ZIP code Date Date Your occupation ATTORNEY Spouse's occupation HOMEMAKER Date Check if self- employed EIN Phone no. Daytime phone number Preparer's SSN or PTIN GOLDSTEIN SCHECHTER KOCH 2121 PONCE DE LEON BLVD., #1100 CORAL GABLES, FL 33134