Electronic Filing Instructions for your 2009 Federal Tax Return

Important: Your taxes are not finished until all required steps are completed.

George M Hotrum & Eileen F Lanes

10010 S. Sherman Rd.
Spokane, WA 99224
|
Balance | Your federal tax return (Form 1040) you’ve elected to pay your
Due/ | balance due in installments. The Installment Agreement Request has
Refund | been electronically filed with your tax return. You will be notified
| in approximately 30 days by letter if your installment request is
| approved or denied.
|
______________________________________________________________________________________
|
No | No signature form is required since you signed your return
Signature | electronically.
Document |
Needed |
|
______________________________________________________________________________________
|
What You | Your Electronic Filing Instructions (this form)
Need to | Printed copy of your federal return
Keep |
|
______________________________________________________________________________________
|
2009 | Adjusted Gross Income $ 66,296.00
Federal | Taxable Income $ 36,499.00
Tax | Total Tax $ 4,636.00
Return | Total Payments/Credits $ 2,242.00
Summary | Payment Due $ 2,394.00
| Penalty/Interest $ 51.00
| Balance Due With Penalty/Interest $ 2,445.00
| Effective Tax Rate 6.99%
|
______________________________________________________________________________________
|
Payments | Estimated Payments for 2010 - This printout includes your estimated
You Need to | tax vouchers for your federal estimated taxes (Form 1040-ES).
Make |
| Mail payments according to the schedule below:
|
| Voucher Number Due Date Amount
| 1 04/15/2010 $ 599.00
| 2 06/15/2010 $ 599.00
| 3 09/15/2010 $ 599.00
| 4 01/18/2011 $ 599.00
|
| Include a separate check or money order for each payment, payable to
| "United States Treasury". Write your social security number and "Form
| 1040-ES" on each check.
|
| Mail payments to:
| Internal Revenue Service
| P.O. Box 510000
| San Francisco, CA 94151-5100
|
______________________________________________________________________________________

Page 1 of 1
 I Detach Here and Mail With Your Payment I

Department of the Treasury Calendar Year '

Internal Revenue Service Due 4/15/2010 2010 Form 1040-ES Payment Voucher 1
File only if you are making a payment of estimated tax by check or money order. Mail this
voucher with your check or money order payable to the ’United States Treasury.’ Write Amount of estimated tax
you are paying by check
599.
your social security number and ’2010 Form 1040-ES’ on your check or money order. Do not
send cash. Enclose, but do not staple or attach, your payment with this voucher. or money order
FDIA1901 06/15/09 1030

533-40-5571 535-46-6562
GEORGE M HOTRUM INTERNAL REVENUE SERVICE
EILEEN F LANES PO BOX 510000
10010 S SHERMAN RD SAN FRANCISCO CA 94151-5100
SPOKANE WA 99224

533405571 CX HOTR 30 0 201012 430

 I Detach Here and Mail With Your Payment I

Department of the Treasury Calendar Year'

Internal Revenue Service Due 6/15/2010 2010 Form 1040-ES Payment Voucher 2
File only if you are making a payment of estimated tax by check or money order. Mail this
voucher with your check or money order payable to the ’United States Treasury.’ Write Amount of estimated tax
you are paying by check
599.
your social security number and ’2010 Form 1040-ES’ on your check or money order. Do not
send cash. Enclose, but do not staple or attach, your payment with this voucher. or money order
FDIA1902 06/15/09 1030

533-40-5571 535-46-6562
GEORGE M HOTRUM INTERNAL REVENUE SERVICE
EILEEN F LANES PO BOX 510000
10010 S SHERMAN RD SAN FRANCISCO CA 94151-5100
SPOKANE WA 99224

533405571 CX HOTR 30 0 201012 430

 I Detach Here and Mail With Your Payment I

Department of the Treasury Calendar Year'

Internal Revenue Service Due 9/15/2010 2010 Form 1040-ES Payment Voucher 3
File only if you are making a payment of estimated tax by check or money order. Mail this
voucher with your check or money order payable to the ’United States Treasury.’ Write Amount of estimated tax
you are paying by check
599.
your social security number and ’2010 Form 1040-ES’ on your check or money order. Do not
send cash. Enclose, but do not staple or attach, your payment with this voucher. or money order
FDIA1904 06/15/09 1030

533-40-5571 535-46-6562
GEORGE M HOTRUM INTERNAL REVENUE SERVICE
EILEEN F LANES PO BOX 510000
10010 S SHERMAN RD SAN FRANCISCO CA 94151-5100
SPOKANE WA 99224

533405571 CX HOTR 30 0 201012 430

 I Detach Here and Mail With Your Payment I

Department of the Treasury Calendar Year'

Internal Revenue Service Due 1/18/2011 2010 Form 1040-ES Payment Voucher 4
File only if you are making a payment of estimated tax by check or money order. Mail this
voucher with your check or money order payable to the ’United States Treasury.’ Write Amount of estimated tax
you are paying by check
599.
your social security number and ’2010 Form 1040-ES’ on your check or money order. Do not
send cash. Enclose, but do not staple or attach, your payment with this voucher. or money order
FDIA1905 08/20/09 1030

533-40-5571 535-46-6562
GEORGE M HOTRUM INTERNAL REVENUE SERVICE
EILEEN F LANES PO BOX 510000
10010 S SHERMAN RD SAN FRANCISCO CA 94151-5100
SPOKANE WA 99224

533405571 CX HOTR 30 0 201012 430

Form 9465 Installment Agreement Request OMB No. 1545-0074
(Rev December 2009)
G If you are filing this form with your tax return, attach it
Department of the Treasury
Internal Revenue Service to page 1 of the return. Otherwise, see instructions.
Caution: Do not file this form if you are currently making payments on an installment agreement or can pay your balance due in full within 120
days. Instead, call 1-800-829-1040. If you are in bankruptcy or we have accepted your offer-in-compromise, see Bankruptcy or
offer-in-compromise in the instructions.
This request is for Form(s) (for example, Form 1040) G FORM 1040 and for tax year(s) (for example, 2008 and 2009)G 2009
1 Your first name and initial Last name Your social security number

George M Hotrum 533-40-5571

If a joint return, spouse’s first name and initial Last name Spouse’s social security number

Eileen F Lanes 535-46-6562

Current address (number and street). If you have a P.O. box and no home delivery, enter your box number. Apartment number

10010 S. Sherman Rd.

City, town or post office, state, and ZIP code. If a foreign address, enter city, province or state, and country. Follow the country’s practice for entering the postal code.

Spokane WA 99224
2 If this address is new since you filed your last tax return, check here

3 4 (509) 710-3641 10:00AM

Your home phone number Best time for us to call Your work phone number Extension Best time for us to call

5 Name of your bank or other financial institution: 6 Your employer’s name:

Wells Fargo Bank, N.A. Retired

Address Address

P.O. Box 4233

City State ZIP code City State ZIP code

Portland OR 97208

7 Enter the total amount you owe as shown on your tax return(s) (or notice(s)) 7 2,445.

8 Enter the amount of any payment you are making with your tax return(s) (or notice(s)). See instructions 8 0.
9 Enter the amount you can pay each month. Make your payments as large as possible to limit
interest and penalty charges. The charges will continue until you pay in full 9 200.
10 Enter the day you want to make your payment each month. Do not enter a day later than the 28th 10
11 If you want to make your payments by electronic funds withdrawal from your checking account, see the instructions and fill in lines 11a
and 11b. This is the most convenient way to make your payments and it will ensure that they are made on time.
G a Routing number 092905278
G b Account number 3676173549
I authorize the U.S. Treasury and its designated Financial Agent to initiate a monthly ACH electronic funds withdrawal entry
to the financial institution account indicated for payments of my federal taxes owed, and the financial institution to debit the entry to
this account. This authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the
authorization. To revoke payment, I must contact the U.S. Treasury Financial Agent at 1-800-829-1040 no later than 10 business days
prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payments
of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payments.
Your signature Date Spouse’s signature. If a joint return, both must sign. Date

BAA For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. Form 9465 (Rev 12-2009)

FDIA0501 12/09/09
 Department of the Treasury ' Internal Revenue Service
Form 1040 U.S. Individual Income Tax Return 2009 (99) IRS Use Only ' Do not write or staple in this space.

For the year Jan 1 - Dec 31, 2009, or other tax year beginning , 2009, ending , 20 OMB No. 1545-0074
Your first name MI Last name Your social security number
Label
(See instructions.) George M Hotrum 533-40-5571
If a joint return, spouse’s first name MI Last name Spouse’s social security number
Use the
IRS label. Eileen F Lanes 535-46-6562
Otherwise, Home address (number and street). If you have a P.O. box, see instructions. Apartment no. You must enter your
please print social security
or type. 10010 S. Sherman Rd.
City, town or post office. If you have a foreign address, see instructions. State ZIP code J number(s) above. J
Checking a box below will not
Presidential Spokane WA 99224 change your tax or refund.
Election
Campaign A Check here if you, or your spouse if filing jointly, want $3 to go to this fund? (see instructions) You Spouse
1 Single 4 Head of household (with qualifying person). (See
Filing Status instructions.) If the qualifying person is a child
2 X Married filing jointly (even if only one had income) but not your dependent, enter this child’s
3 Married filing separately. Enter spouse’s SSN above & full name here
Check only
one box. name here 5 Qualifying widow(er) with dependent child (see instructions)
Boxes checked
Exemptions 6a X Yourself. If someone can claim you as a dependent, do not check box 6a on 6a and 6b 2
b X Spouse No. of children
(2) Dependent’s (3) Dependent’s b
(4) if on 6c who:
c Dependents: social security relationship qualifying ? lived
child for child with you
number to you tax credit ? did not
(1) First name Last name (see instrs) live with you
due to divorce
or separation
If more (see instrs)
than four Dependents
dependents, on 6c not
see instructions entered above
and check here Add numbers
on lines
d Total number of exemptions claimed above 2
7 Wages, salaries, tips, etc. Attach Form(s) W-2 7
Income 8 a Taxable interest. Attach Schedule B if required 8a
b Tax-exempt interest. Do not include on line 8a 8b
Attach Form(s) 9 a Ordinary dividends. Attach Schedule B if required 9a
W-2 here. Also b Qualified dividends (see instrs) 9b
attach Forms 10 Taxable refunds, credits, or offsets of state and local income taxes (see instructions) 10
W-2G and 1099-R
if tax was withheld. 11 Alimony received 11
12 Business income or (loss). Attach Schedule C or C-EZ 12
If you did not
get a W-2, 13 Capital gain or (loss). Att Sch D if reqd. If not reqd, ck here 13
see instructions. 14 Other gains or (losses). Attach Form 4797 14
15 a IRA distributions 15 a b Taxable amount (see instrs) 15 b 6,492.
16 a Pensions and annuities 16 a 47,433. b Taxable amount (see instrs) 16 b 45,090.
17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 17
Enclose, but do 18 Farm income or (loss). Attach Schedule F 18
not attach, any 19 Unemployment compensation in excess of $2,400
per recipient (see instructions) 19
payment. Also,
please use 20 a
Social security benefits 20 a 17,311. b Taxable amount (see instrs) 20 b 14,714.
Form 1040-V. 21
Other income 21
22
Add the amounts in the far right column for lines 7 through 21. This is your total income 22 66,296.
23
Educator expenses (see instructions) 23
Adjusted 24
Certain business expenses of reservists, performing artists, and fee-basis
Gross government officials. Attach Form 2106 or 2106-EZ 24
Income 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 instructions) 29
30 Penalty on early withdrawal of savings 30
31 a Alimony paid b Recipient’s SSN 31 a
32 IRA deduction (see instructions) 32
33 Student loan interest deduction (see instructions) 33
34 Tuition and fees deduction. Attach Form 8917 34
35 Domestic production activities deduction. Attach Form 8903 35
36 Add lines 23 - 31a and 32 - 35 36
37 Subtract line 36 from line 22. This is your adjusted gross income 37 66,296.
BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. FDIA0112 09/17/09 Form 1040 (2009)
Form 1040 (2009) George M Hotrum & Eileen F Lanes 533-40-5571 Page 2
Tax and 38 Amount from line 37 (adjusted gross income) 38 66,296.
Credits 39 a Check X You were born before January 2, 1945, Blind. Total boxes
if: Spouse was born before January 2, 1945, Blind. checked 39 a 1
Standard b If your spouse itemizes on a separate return, or you were a dual-status alien, see instrs and ck here 39 b
Deduction
for ' 40 a Itemized deductions (from Schedule A) or your standard deduction (see left margin) 40 a 22,497.
? People who b If you are increasing your standard deduction by certain real estate taxes, new motor vehicle taxes, or
check any box a net disaster loss, attach Schedule L and check here (see instructions) 40 b
on line 39a, 39b, 41 Subtract line 40a from line 38 41 43,799.
or 40b or who
can be claimed 42 Exemptions. If line 38 is $125,100 or less and you did not provide housing to a Midwestern displaced
as a dependent, individual, multiply $3,650 by the number on line 6d. Otherwise, see instructions 42 7,300.
see instructions. 43 Taxable income. Subtract line 42 from line 41.
If line 42 is more than line 41, enter -0- 43 36,499.
? All others: 44 Tax (see instrs). Check if any tax is from: a Form(s) 8814
Single or Married b Form 4972 44 4,636.
filing separately, 45 Alternative minimum tax (see instructions). Attach Form 6251 45
$5,700 46 Add lines 44 and 45 46 4,636.
47 Foreign tax credit. Attach Form 1116 if required 47
Married filing
jointly or 48 Credit for child and dependent care expenses. Attach Form 2441 48
Qualifying 49 Education credits from Form 8863, line 29 49
widow(er), 50 Retirement savings contributions credit. Attach Form 8880 50
$11,400
51 Child tax credit (see instructions) 51
Head of 52 Credits from Form: a 8396 b 8839 c 5695 52
household,
$8,350 53 Other crs 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 4,636.
56 Self-employment tax. Attach Schedule SE 56
Other 57 Unreported social security and Medicare tax from Form: a 4137 b 8919 57
Taxes 58 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required 58
59 Additional taxes: a AEIC payments b Household employment taxes. Attach Schedule H 59
60 Add lines 55-59. This is your total tax 60 4,636.
Payments 61 Federal income tax withheld from Forms W-2 and 1099 61 2,242.
62 2009 estimated tax payments and amount applied from 2008 return 62
63 Making work pay and government retiree credit. Attach Schedule M 63 0.
If you have a
qualifying 64 a Earned income credit (EIC) 64 a
child, attach b Nontaxable combat pay election 64 b
Schedule EIC. 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 instructions) 68
69 Excess social security and tier 1 RRTA tax withheld (see instructions) 69
70 Credits from Form: a 2439 b 4136 c 8801 d 8885 70
71 Add lns 61-63, 64a, & 65-70. These are your total pmts 71 2,242.
Refund 72 If line 71 is more than line 60, subtract line 60 from line 71. This is the amount you overpaid 72
Direct deposit? 73 a Amount of line 72 you want refunded to you. If Form 8888 is attached, check here 73 a
See instructions G b Routing number XXXXXXXXX G c Type: Checking Savings
and fill in 73b, G d Account number XXXXXXXXXXXXXXXXX
73c, and 73d or
Form 8888. 74 Amount of line 72 you want applied to your 2010 estimated tax 74
Amount 75 Amount you owe. Subtract line 71 from line 60. For details on how to pay, see instructions 75 2,445.
You Owe 76 Estimated tax penalty (see instructions) 76 51.
Third Party Do you want to allow another person to discuss this return with the IRS (see instructions)? Yes. Complete the following. X No
Designee’s Phone Personal identification
Designee name G no. G number (PIN) G
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
Sign 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 Daytime phone number
Joint return?
See instructions. A Retired
Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation
Keep a copy
for your records. A Retired
Date Preparer’s SSN or PTIN

Paid
Preparer’s
signature A Check if self-employed

Preparer’s Firm’s name Self-Prepared

Use Only
(or yours if
self-employed),
address, and
A EIN

ZIP code Phone no.

Form 1040 (2009)

FDIA0112 09/17/09
 OMB No. 1545-0074
SCHEDULE A Itemized Deductions
(Form 1040)

Department of the Treasury

2009
Attachment
Internal Revenue Service (99) G Attach to Form 1040. G See Instructions for Schedule A (Form 1040). Sequence No. 07
Name(s) shown on Form 1040 Your social security number

George M Hotrum & Eileen F Lanes 533-40-5571

Medical Caution. Do not include expenses reimbursed or paid by others.
and 1 Medical and dental expenses (see instructions) 1 7,748.
Dental
Expenses 2 Enter amount from Form 1040, line 38 2 66,296.
3 Multiply line 2 by 7.5% (.075) 3 4,972.
4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- 4 2,776.
Taxes You 5 State and local (check only one box):
Paid a Income taxes, or
b X General sales taxes 5 1,243.
6 Real estate taxes (see instructions) 6 1,910.
7 New motor vehicle taxes from line 11 of the worksheet on page
(See 2. Skip this line if you checked box 5b 7
instructions.) 8 Other taxes. List type and amount G
Personal Property & Other taxes 217. 8 217.
9 Add lines 5 through 8 9 3,370.
Interest 10 Home mtg interest and points reported to you on Form 1098 10 4,711.
You Paid 11 Home mortgage interest not reported to you on Form 1098. If paid to the person
from whom you bought the home, see instructions and show that person’s name,
identifying number, and address G

11
12 Points not reported to you on Form 1098. See instrs for spcl rules 12
Note.
Personal 13 Qualified mortgage insurance premiums (see instructions) 13
interest 14 Investment interest. Attach Form 4952 if required.
is not
deductible. (See instrs.) 14
15 Add lines 10 through 14 15 4,711.
Gifts to 16 Gifts by cash or check. If you made any gift of $250 or
Charity more, see instrs 16 11,640.
If you made 17 Other than by cash or check. If any gift of $250 or
a gift and more, see instructions. You must attach Form 8283 if
got a benefit
for it, see over $500 17
instructions. 18 Carryover from prior year 18
19 Add lines 16 through 18 19 11,640.
Casualty and
Theft Losses 20 Casualty or theft loss(es). Attach Form 4684. (See instructions.) 20
Job Expenses 21 Unreimbursed employee expenses ' job travel, union dues,
and Certain job education, etc. Attach Form 2106 or 2106-EZ if
Miscellaneous required. (See instructions.) G
Deductions
21
22 Tax preparation fees 22 200.
(See 23 Other expenses ' investment, safe deposit box, etc. List
instructions.) type and amount G
23
24 Add lines 21 through 23 24 200.
25 Enter amount from Form 1040, line 38 25 66,296.
26 Multiply line 25 by 2% (.02) 26 1,326.
27 Subtract line 26 from line 24. If line 26 is more than line 24, enter -0- 27 0.
28 Other ' from list in the instructions. List type and amount G
Other
Miscellaneous
Deductions 28
Total 29 Is Form 1040, line 38, over $166,800 (over $83,400 if
Itemized married filing separately)?
Deductions
X No. Your deduction is not limited. Add the amounts in the far right column
for lines 4 through 28. Also, enter this amount on Form 1040, line 40a. G 29 22,497.
Yes. Your deduction may be limited. See instructions for the amount to enter.
30 If you elect to itemize deductions even though they are less than your standard deduction, check here G

BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. FDIA0301 11/20/09 Schedule A (Form 1040) 2009
 Form 1040 Social Security Benefits Worksheet 2009
Line 20 G Keep for your records

Name(s) Shown on Return Social Security Number

George M Hotrum & Eileen F Lanes 533-40-5571

Social Security/Railroad Retirement benefits received in 2008 X

Taxpayer Spouse

A Total net benefits from Box 5 of all SSA-1099 forms 8,655. 8,656.
B Total federal tax withheld from box 6 of all SSA-1099 forms
C Total Medicare B premiums withheld from all SSA-1099 forms 771.
D Total Medicare D premiums withheld from all SSA-1099 forms
E Total net benefits from Box 5 of all RRB-1099 forms
F Total federal tax withheld from box 10 of all RRB-1099 forms
G Total Medicare premiums from Box 11 of all RRB-1099 forms

1 Add amounts from line A and line E above. Also enter this amount on
Form 1040, line 20a 1 17,311.
2 Enter one-half of line 1 2 8,656.
3 Add the amounts on Form 1040, lines 7 (before adoption benefits exclusion),
8a (before U.S. savings bond interest exclusion), 8b, 9a, 10 through 14,
15b, 16b, 17 through 19, and line 21. Also include certain income of bona fide
residents of American Samoa or Puerto Rico. 3 51,582.
4 Enter the total of any exclusions/adjustments for:
? Foreign earned income or housing exclusion 4
5 Add lines 2, 3, and 4 5 60,238.
6 Amount from Form 1040, lines 23 through 32, plus any write-in amounts
on line 36 (other than foreign housing deduction) 6
7 Subtract line 6 from line 5 7 60,238.
8 Enter $25,000 ($32,000 if married filing jointly; $0 if married filing separately
and you lived with your spouse at any time in 2009) 8 32,000.
9 Subtract line 8 from line 7. If zero or less, enter -0- 9 28,238.

If line 9 is zero or less, stop here; none of your social security benefits are
taxable. Enter -0- on Form 1040, line 20b. If you are married filing separately
and you lived apart from your spouse for all of 2009, enter ’D’ to the right of the
word ’benefits’ on line 20a. If line 9 is more than zero, go to line 10.

10 Enter $9,000 ($12,000 if married filing jointly; $0 if married filing separately

and you lived with your spouse at any time in 2009) 10 12,000.
11 Subtract line 10 from line 9. If zero or less, enter -0- 11 16,238.
12 Enter the smaller of line 9 or line 10 12 12,000.
13 Enter one-half of line 12 13 6,000.
14 Enter the smaller of line 2 or line 13 14 6,000.
15 Multiply line 11 by 85% (.85). If line 11 is zero, enter -0- 15 13,802.
16 Add lines 14 and 15 16 19,802.
17 Multiply line 1 by 85% (.85) 17 14,714.
18 Taxable social security benefits. Enter the smaller of line 16 or line 17 18 14,714.
If prior year lump-sum benefits were received, go to line 19, otherwise,
skip line 19 and enter the amount from line 18 on line 20.
19 Taxable benefits with lump sum election. Enter the amount from line 20 of the
Lump-Sum Social Security Worksheet 19
20 Taxable Social Security benefits. Enter the smaller of line 18 or line 19
Also enter this amount on Form 1040, line 20b 20 14,714.
 Tax Payments Worksheet 2009
G Keep for your records

Name(s) Shown on Return Social Security Number

George M Hotrum & Eileen F Lanes 533-40-5571

Estimated Tax Payments for 2009 (If more than 4 payments for any state or locality, see Tax Help)

Federal State Local

Date Amount Date Amount ID Date Amount ID

1 04/15/09 04/15/09 04/15/09

2 06/15/09 06/15/09 06/15/09

3 09/15/09 09/15/09 09/15/09

4 01/15/10 01/15/10 01/15/10

Tot Estimated
Payments

Tax Payments Other Than Withholding Federal State ID Local ID

(If multiple states, see Tax Help)

6 Overpayments applied to 2009

7 Credited by estates and trusts
8 Totals Lines 1 through 7
9 2009 extensions

Taxes Withheld From: Federal State Local

10 Forms W-2
11 Forms W-2G
12 Forms 1099-R 2,242.
13 Forms 1099-MISC and 1099-G
14 Schedules K-1
15 Forms 1099-INT, DIV and OID
16 Social Security and Railroad Benefits
17 Form 1099-B St Loc
18 a Other withholding St Loc
b Other withholding St Loc
c Other withholding St Loc
19 Total Withholding Lines 10 through 18c 2,242.
20 Total Tax Payments for 2009 2,242.

Prior Year Taxes Paid In 2009 State ID Local ID

(If multiple states or localities, see Tax Help)

21 Tax paid with 2008 extensions

22 2008 estimated tax paid after 12/31/08
23 Balance due paid with 2008 return
24 Other (amended returns, installment payments, etc)
 Charitable Contributions Summary 2009
G Keep for your records
Name(s) Shown on Return Social Security Number
George M Hotrum & Eileen F Lanes 533-40-5571
Part I Cash Contributions Summary
(a) (b) (c) (d)
Name of Charitable Organization Total 50% 30% 100%
Limit Limit Limit
(Sch. K-1)

Bethel Church of the Nazarene 8,400. 8,400.

Village Bible Training Circuit 2,340. 2,340.
Union Gospel Mission 900. 900.

Totals: 11,640. 11,640.

Part II Non-Cash Contributions Summary
Total Other Property Capital Gain Property

(a) (b) (c) (d) (e)

Name of Charitable Organization Total 50% 30% 30% 20%
Limit Limit Limit Limit

Totals:
Part III Contribution Carryovers to 2010
Total Cash and Other Capital Gain
Non-Capital Gain Property Property
(a) (b) (c) (d) (e) (f)
Total 100% 50% 30% 30% 20%
Limit Limit Limit Limit Limit
1 2009 contributions 11,640. 11,640.
2 2009 contributions
allowed 11,640. 0. 11,640. 0. 0. 0.
3 Carryovers from:
a 2008 tax year
b 2007 tax year
c 2006 tax year
d 2005 tax year
e 2004 tax year
4 Carryovers
allowed in 2009 0. 0. 0. 0. 0.
5 Carryovers
disallowed in 2009 0. 0. 0. 0. 0.
6 Carryovers to 2010:
a From 2009 0. 0. 0. 0. 0.
b From 2008
c From 2007
d From 2006
e From 2005
f From 2004 (expired)

Part IV Special Situations in Your Return for Current Year Donations

1 Was the entire interest given for all property donated to all charities? X Yes No
2 Were restrictions attached to any charities’s right
to use or dispose of any property donated to any charity? Yes X No
3 Did you give to anyone other than the charity the right to income from any
of the donated property or to possession of any of the donated property? Yes X No
4 Was any charity other than a 50% charity? Yes X No
 Federal Carryover Worksheet 2009
G Keep for your records

Name(s) Shown on Return Social Security Number

George M Hotrum & Eileen F Lanes 533-40-5571

2008 State and Local Income Tax Information (See Tax Help)

(a) (b) (c) (d) (e) (f) (g)

State or Paid With Estimates Pd Total With- Paid With Total Over- Applied
Local ID Extension After 12/31 held/Pmts Return payment Amount

Totals

Other Tax and Income Information 2008 2009

1 Filing status 1 2 MFJ 2 MFJ

2 Number of exemptions for blind or over 65 (0 - 4) 2 1
3 Itemized deductions after limitation 3 15,000. 22,497.
4 Check box if required to itemize deductions 4
5 Adjusted gross income 5 91,376. 66,296.
6 Tax liability for Form 2210 or Form 2210-F 6 10,031. 4,636.
7 Alternative minimum tax 7
8 Federal overpayment applied to next year estimated tax 8

QuickZoom to the IRA Information Worksheet for IRA information

Excess Contributions 2008 2009

9a Taxpayer’s excess Archer MSA contributions as of 12/31 9a

b Spouse’s excess Archer MSA contributions as of 12/31 b
10 a Taxpayer’s excess Coverdell ESA contributions as of 12/31 10 a
b Spouse’s excess Coverdell ESA contributions as of 12/31 b
11 a Taxpayer’s excess HSA contributions as of 12/31 11 a
b Spouse’s excess HSA contributions as of 12/31 b

Loss and Expense Carryovers 2008 2009

12 a Short-term capital loss 12 a

b AMT Short-term capital loss b
13 a Long-term capital loss 13 a
b AMT Long-term capital loss b
14 a Net operating loss available to carry forward 14 a
b AMT Net operating loss available to carry forward b
15 a Investment interest expense disallowed 15 a
b AMT Investment interest expense disallowed b
16 Nonrecaptured net Section 1231 losses from: a 2009 16 a
b 2008 b
c 2007 c
d 2006 d
e 2005 e
f 2004 f
Federal Carryover Worksheet page 3 2009

George M Hotrum & Eileen F Lanes 533-40-5571

Charitable Contribution Carryovers

26 2008 Carryover of Other Property Capital Gain

charitable contributions
from: (a) 50% (b) 30% (c) 30% (d) 20%

a 2008
b 2007
c 2006
d 2005
e 2004

27 2009 Carryover of Other Property Capital Gain

charitable contributions
from: (a) 50% (b) 30% (c) 30% (d) 20%

a 2009
b 2008
c 2007
d 2006
e 2005

28 Amount overpaid less earned income credit 0.

2008 State Capital Loss Carryovers (For users not transferring from the prior year)

State Short-term AMT Short-term Long-term AMT Long-term Capital Loss AMT Capital Loss
ID Capital Loss Capital Loss Capital Loss Capital Loss (combined) (combined)
for State for State for State for State for State for State
 ELECTRONIC POSTMARK - CERTIFICATION OF ELECTRONIC FILING
TAXPAYER: George M Hotrum & Eileen F Lanes
PRIMARY SSN: 533-40-5571

FEDERAL RETURN SUBMITTED: April 14, 2010 01:37 PM PDT

FEDERAL RETURN ACCEPTANCE DATE:

Your return was electronically transmitted on 04/14/2010

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, 2010. 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
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If you request an automatic six-month extension, your return must be

electronically postmarked by midnight October 15, 2010. If your federal
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2. THE ACCEPTANCE DATE.

Once the IRS accepts the electronically filed return, the acceptance date
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proof that the IRS accepted the electronically filed return.
FDIU0401 11/19/09