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  • 8/2/2019 President Obama's 2002 Tax Return

    1/15

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    II1S U~ ' 1 3On l! !, - D> lnet \'Itite O Tetaple i l l l ,h i : : Jepecc.

    Y'lD4Jrsecret s ec ur it y n um b ru

    U.S. Individual Income Tal' Return

    LabelL Your flrst nam a and in itia l Last nsrne

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    S elf- e m p lo ye d S EP , S IM PL E, a ndQualifiedp la n s ., . , ." . _ _ ,." " [ - - - ! :3 .! . ,1-1------ ---1

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    B us in es s m eum e or Ilo~ s). i\tta Gh S ch ed ule Co r GF.7 .

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    IR AdistlllllJlions , 1SaI' U Tax ab le a mou nt ts se p og e 2 5)

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    Unem ploym ent enm pensanon , " .. __ "" " ..Soc ia l s ecu ri tybe nclfts ... " .... _..I 20 a I 1 h T axable am ounr tses pag e 2 7)o t h e r in com e, L is ll)'p e a nd a moun t (s ee p ag e 2 9), -l

    3 4 4 9 1 .

    260 B 2 4 .2 A dd the am ounts inlh e f~ r r iOhlc c l umn lo r l i n e s i lhrOlmh2 1 . I h isi s y ou r IDt ~1 i nc ome

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    :!nl')n1i.... ':!:?~O:;!

    32 P en ally o n51lrly wiUldra'Nlllo f savings

    a 3 a A lim o ny p aidb Recipiel1l'sS SW l '> -- '- _

    34 Addl i n e s23 Ihrough 338 , "

    32

    3 3 a

    t>3 43 5

    1 4 3 0 .

    lHA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 76.

    S u h t r a c lkne 34 1rom lina 22. T his isy ou r a tlju s t .e d g ro s sincome 2 5 9 3 9 4 .

  • 8/2/2019 President Obama's 2002 Tax Return

    2/15

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    Tax andCrecUitsStan lnn I kn E i 3 7iI.ar.J7b o r who

    = ~c:a~~: '~ : : l

    Form 1040(2002) EARACK H & MICHELLE L O BM L1 :I. re., 2

    35 Am ount froml i ne35 (adiusted gross lncnme) . ..' ~ ." '1I>-','.S 'la'I';-'"a '' ~ ,_ ,'__ lL . , . .j l l " 25 9_'_].,;l.L ..a7a C hecl( it 0 ou we r e65 D rolder, D lind; [] Spouse was 5 5 or older, "

    A dd the num be r of00;(85 checked aiJo'J8 and enter l he to!8lllP ,fp. .

    h 1 flctJ ~ mJl'ria::f nUnb l~ J JP a i' .l te r !J I a n d you rSj;'HJu~a lIamlZ'!l!S !1C! :lu lCUon~. rn'tell 1.'~;'"1,;j !!:! '113:1~s!atu_s3 .lL ii:l ~ 37 h I

    38 lIem lzed d educlions (Irom S Ghedulei\) or your slandarD dedUC iion (se~ lell m aroin) .. .. " i 36 I 22 , .'272. 3 9 S ubira cilin e 38from lin e36 " '" " ~3 .!!..911 - - -2 . 3: ..0 ;7 "- - '- ', lfr . . . .!_ 240 Ifli~ c 3 6 is $ 10 3,0 00 o r ie ss ,multiply$ 3,0 00 b l' Ih e lu ta l n um be ro f e ~ emp ti on 5c la imed on li ne6d.llline 36

    410 0 A llctnes. 42Single.

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    5 0l,92S51E2

    5 3

    545 5

    Oi:hs, 56

    Taxes 575 0

    5 9

    6 061

    Payments 6 2S3

    Ir~'iClJhave 64~qLlilll~ln!;l

    65h il d , i JU a c: .hSCh l t l du l cEiC. 66

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    is o ve r $ 10 3,0 00 , s ee Ih a w orl(s he et01 1page 35 ._ " ,_._ _ .. _.......... . 40

    Taxable in come. Sub lr ac t l il le 4 0 f romline39 . Ii line40 is more lhan line 39, enter -0- 41

    Tax . C he cllil a ny !a J( fr om :aD F orm (s ) 8 BHbD Form 4972 _ ::::::::::::::::::::::::::::::: .1 2A l t e r n a ! i v eminimum la~.A t t a chForm 6 2 5 1 _ .. _ _ _ _ 4 3Add l i n e s42 and 43 __ t ; ; . j-:!4:>..4+__ - - " 6 " " 2 ! . . . . l . . . : i l : : .F o r e i g nlaxo r e d i t .Attach Form 1115 if required .. - --........ ""''''" .. ~ --,4'1,,-5611 -1 --------1C re dit fo r c hlld a nd d ep en de nt c aree~pel lses ,~ .UacnF orn i 2 4~1C re dit for m e e ld erly or th e d is able d. A tta ch S ch ed ule R 1 -247 , - - --1 1 .. ._

    Educationc re di ts . A lt ac h F o rmIlD 6 3 _.. , _ ........... .... j.....:!4 li..S -l- ._~

    Reti remen t s a il ing s cool ri bu li on scredi!.Atl li ch F ormaoao .._ ." ..Ch il d I lt x c r ed il (s aepailS39) " _. _ ._ .

    Adoption crediL Aliach Form 6839 _ .

    C red it s f rom : aD F orm 8 39 6O lh e r c re di ts . C h eck app li ca ble b ox te s) ;

    ~0 orm 81101 cD peciiy _ 53

    495051

    b [~lr.o;~'ii!i59a n Form3BOO t2L,--------l

    Add lines 45 t hrough 53. T hese ars yuur total credilll " ............ ............. . ..S ubtraclline 54 from line 44. If line 54 is m ore than line 4 ' en le r 0- .

    S elf-e mp loy me nl ta x, A tta ch S ch ed ule S E _ .......... . ....... ...... .

    Social s e c u r i t yan d Medicareta xon ti p In come n ot r ep or te d to amp lo ve rI \ttachForm4137 ." _.. .

    54

    5 5

    5 5

    6 , 7 2 0 ,230 li02.6 2 4 5 4 .

    6 2 4 5 4 .2,860.

    Ta x on qualiiiedp l an s ,includingI AA s ,i lnd o the r i ax iavoredaCGoum s . l ' ; n a c h5329lt required ..

    Advance earned incoma credit payments from Furm (s) W 2 ,. . .. _.-' ". " ..

    Householdempl oy rrmnl la xe s. AUach S chedu laH...... _ _ __ . . .Add l i n e s551hrough 60. T ilis is your total tax _ , "..... .. " l'>F ed era l in com e la x w ith he ld from F orm s W-2H o d1099 " " __. , ..t.. ~" ' -~ - i l f - _ - - - " 5~2 . , __ , __ . _7 - ' 1=_ : 8~ . 12002. estim ated tax payments and arnountappled from 2001 return .1---l '6~3_T!-- -I'

    ~ ; ~ ~ : :: ~ ~ a ~ : e ~ ~ ~ ~ ~~~C;ie;'j 'i iR ; :~~~ - ; I i ; h ' h~ l d[ ~ . ~ ~ '~~ ' ~ ~ ' 5 ~ ; ":: : . : : : : : : : : : :- ' : :2 :+1---- - - - - -1Add illo na l c hHd ta xcred i l. Al Iac llForm 8E112 __ , ~6~6-iTf-- -l

    67 I

    57i 58

    59

    Amou nt p aid w ith r eq ue st f or e xle ns io nlo1 i I p .(see P il96 56) ... ,.,"Otherpaymentsfrom: a DFo rm 2439 bDForm 4136cD Form B 3 B 5 6B I

    6 1 1

    T!

    II

    ~ ~ _~ _ _ ~ ~ Ad ~d ~ l~ i n~ e s ~ fi ~ 2 ~1 ~ l l r ~ O~ ug ~ I~ 1 5 ~8 ~ .~ T h ~ e~ u e~ a ~ r~ e ~ v o~ u ~r ~ t o~ t a ~ I J P~ a ~y ~ m~ e ~_ ~ .~ . _ ~ _ _ ~ . ~ . ~~ . ~. . .. . . . . . . . . .~ . . .~.~~.~.~~t>~._._ l 6 ~ 9J 5_~J.8.Rewnal 7Q If line 69 Is m orel imnlin ~ 0 '1 , s ub lra ct lin e 61 fro m lin e 69 . T his "1 I 1 e~m t jl tn l' I OU o~erpaid... ~ . _D ot 71 a A mount D liine 70 you want rerund e d 1 0yo u [> '1 _11a I: _d'oPQ~It? R lltiU n c ~ D'" ,.'0-,- .. "At~iiii,jr 4---~~~ f ; 1 ~ ? ; ; ~ b .Il> b Dumb " 1 ; > -G11~" G~e r l< i ' i5 : . \ ; oU ' I> IID"n t b~1 _ - ; -_ ~ 'I ' ';1q, and 7ld. 72 Am ounl oj line 70 you want aonlled 10 your200a esumated t a x _ ,r- - - - 72 i

    SignHereJDlnl rS1J ,KI ' ?s !! C ' p a go :! ~1.

    i

  • 8/2/2019 President Obama's 2002 Tax Return

    3/15

    .. ,

    FormUJhndJ erp ifllyment of

    IEstimaJ~ed a lX roy ~ndnv~d1UJa~s~!Estates, a JU1ldTrusts[> Se ~ .e pa ra te i n s l r u c t i o J l s .

    t> At tach toForm 1040 , 1040A ,1 04 0NR , 1 0 40NR EZ,Dr 1041.

    OMB flo.15115-0140

    20102~~:~~n~o,6O ap ~m e;J' o r t heTreasuryInlcmcl RGV

    :1

    3

    ~56

    7

    8

    Euler your 20021a>: a nsr credits (see p age 2 ot the instructions). .... . _ .,

    D the r ta x e s(5e e pag e 2 ot Ih ein s n u c tic n s ) .. . . . ' .

    Add lines 2 and 3 ....... .. . . ,. . .... .....

    E a rn eD in c om e c r e d it _Addit ionalc h i l d l a x c r e d i t . . . .. . .. . . .. . . .. . .. . . .. . . .. . . .. . .. . .. . . .. . .

    Credit ior Federal lax paid on luels .

    r r . .. .

    I6 I7 I

    iI

    1 2 52,718.

    13 1 6 240.

    1 4 98.973.15 62 .062 .

    10111 2

    He a l t hinsurancec r e d i tfo r e lillib l~ rs clp ir .n ts ..

    Ad d l i n e s5 t h r o u ~ ha , .Cu rr en l y e arlax .S ul.lh ac llin e 9 fromline4 ...... . .. . . . . . .... . . . .. . . . . . .. . . . . . .Multiplyline 10 by 90% (.90) ..

    Wilh ho ld in g ta xe s. D o n ot in clU de a ny e stim ate d ta x p ay me nts on th i5 11 ne (s ee p ag ~ 2

    IPari II IIShort Method (Oaution: See page 2 of tile inSlmc{,,:ms I t; 1 )1' "'wi ri I'OUC< in us e tile shot: metnod. If J'ou chec~:"l.j be,', 'I ~ "r 1~in Par t I, strip this part a nd go to Par t IV. )

    16 En te r t heamoun t ,i l a ny,from line 12 above .. ",. ... ... .. .~ 16 '52 , 718 .! ~--_-- .. - --- ---17 Enler Ille lotalamo u n tiI a nI ', o feslimated lax paym ents you made 17 I--.~ : ~ ~~ :i:~ ~:~ p:~ ~:~ t l o r y e . a l . s ~ b ; ; ~~ t l i ~ ~ 1 ! i i ~~~ { j i ~~ ; 5 : ii ~ ~ r oDr1 ~ ~ ; : ~ ; D ; h ~ ; ~ ; ;~ ; ; u ~ ~ ~ I ~ \ ' I~ l i; ~ ~ ~ I ;; liy .~",,10,-+- _?_2 , 718 ~

    00 not file Form 2210 unless y ou cheeked box ld above . . (--'-11=-1+- __-"9 -'_ 34 4, .M u l t i p lylin e 1 9by .03713 , , .o lithe am ount on line 1 9'N~S p ~ i don o r a fte r4/15103,e n le r - 0- .

    'III th e a moun t on lin e 1 9 w a s p aid b efo re 4 11 51 03 , m allg [h e iol)o willU ~ om pula tio n to fin d U r8 a m ou nuo e nte r o nI l n e 2 1 .Amoun t on N l im b e ro f d ay s p aidline 19 nerore41 ' 1 5 1 0 3

    13o rIh e ln s truclkin s] . .. .. . .Su b lm c l l il l e12frorn l i n e1 0 .If l es s t ll an $ 1, 00 0 ,s t o p he re ; youd o n O Iw e lh u p e n a lry .D o nOliile Form 2210 _ , .E m e rIhe lax show n on your 200 1 ta~ re turn (1 12% oi tha t am oun t ii Ihe adjusted g ros s lnc orn e shoW JI o n that re turn is m ore

    lhan . ~150,OOO,or,ifmar ri ed f il ingseparalelylo r 2Q02,me re lim np~,aOa). Caution: See instructions

    Required a n n u a lp3vmen t .Ent er t hes m a l le rof line 11 or line 14 . .

    347.

    15

    tilin e 12 is eq u~ 1[0 o r mo re t h a n line 1 5, stop h ere ; you do not ow e lirepanalty. D o not file form 22 10 unlnssy ou o he Dlte d bo x td a bo ve .

    20

    2 1

    20

    22 P e n a l ly . S u b t ra c ll in .2 1 f romline2 0 .Ent er t he r es ul th e r ea nd o rr F orm 1 ()4 0,l i n e74 ; t o( m 1 0 4iJ ll . , l in e48 :Form 1 0 4 0 N R ,lin e 7 3; F orm 1 04 0NR-EZ , lin e 2 6; o rF o r m 1041, IlIle25, bU I d on o t lila f o rm 2 2 10 u nl es syou checked one or m ore oflh e b o xe sIn Part I above .

    2 1I _ ... _ _ ,i-r--. . . . . . 1 >I 22 I

    x .OO!l14

    347.L H A F or P op erw orl( Hsd uctlun A ct N otice , see pa ge 5ofsepamc lnatruellons.

    2,25G1Ot-10~O";i

    5.2

  • 8/2/2019 President Obama's 2002 Tax Return

    4/15

    SCHEDULES AS.!;){Form 1040)

    .s c h e dl!J J ~ e.A ~ ~ 'temn z e d iD ed !L!lcUon s(Schedule B is on page 2)

    L1>See Instructions ' for Sc: 11edules A and B (Form 1040),

    I

    ~ r n l (Q ) 2~~l~~~~:~o.7

    ' 1 00 , . s oc I al S , :! CUfUyn umb 5 r

    BARACK H & MICHELLE L OB~~1AMedical

    ~ndDental 2

    :J

    Caution. D o n o t in c lu d e F .x pe n sr .srf.imblJrseO o r paid b y c m e rs ,

    Medical ~nd dental e .'penses (sea page A2) " .'Onler amount Irom Forrn 1040. line 35 . .. I 2 1~ ~ - - - - - - - - - - ~

    1 0 5 0 .

    Multipl~1 line 2 above by 7.5% (,075) .... . ........ ' ... , ., . ..Subtree! line:> f rom line 1.lr line 3 ISmore t hsn lin", 1, enter 0

    3

    4

    I axes YouPaid(SeePdg~ .1\,2.)

    5 State and local income taxes ......... ......."......_ S.lS.f... S. ' l'A r]:l!.l~~N'l. '._.:3..,

    74 42 4.

    7

    RG~I eslal" taxes (see page A2) _.

    Personal property taxes _ ..

    5 9 2 49 .

    E l Other t axes, List type and amount

    ~ - -_--_- - - - - _ - - - _ - _ - - - - _ - _ - - - - __9 Add lines 5 throLIgh 8 " .

    6

    8

    InterestYou Paid

    9 13 673.10 Home mortgage interest and points reported to you on FOm1 1098 r - 1 : . :0 "11 i - _1 " ,1 , . _ . _ , 2 " - 1 , , , .2 '- - ! . ' j11 Home mortgage interest not reported to you on Form 1098. If paid to the person

    trcrn whom you bought rhs horne, see page 1-\3and ShClW that person's name.idenlifying no., and address

    ['>'._ - - - . __ .. . - - - _ _ . .. . . - - - _ - - __ - - _ . _ - _ _

    N o te; . . _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ _ 1 -1 ,-1+ _Pe,sonal, lI ler es t lsno!d ed u" ri b I e,

    1 :2 12

    11 212.13 invsstrneru IntIUE'SI. Atrach Form 4952 If reqlured. (S~e page A3,) .

    1'1 -'\dd lines 10 throLlgh 13, .. , . 14

    Gifts toCharity

    II 'IOUm ad e agi n and ~o t ah~n~ntlor It.se e Ilag e A -4,

    Gilts by cash or check. I I y en ..made any gift of $250 or more.

    ~"e page A4 , ~ .E. .~ S . 'r.~ 'l'.E. .ME. .N ' l' ~ .16 other than by cash or check. If any glfl of $2.50 or more. S8B pags A4.

    You must attach Form 8283 if over $500 , ..

    '1 5

    17 Carriover from pi ior y e a r18 Add lines 15 through 17 ..

    1 0 5 0 .

    1 6 117

    118

    OasuaIly q ndiliaI I Losses

    J a b E :( p en s e sa n d M o stOH I " ~ I

    WscellilneousO r.~IIGlion,\

    ,Se6~la~Je A!l t o ! "sxpenaes todeduct here.)

    21 T3.'i preparil.tlCln fees ,... ,.. .. . 1-'2=-1+ -1

    22 Olher expenses . I nvestment. sare deposit box, 61c. List type and amount

    ~ _ ~ _ - _ - - ~ _ - - - - - - - - _ - - - - - - - - - - - - _ - _ - _ - -

    23 Add lines 20 through 2 ,2 _ , _ ,_ _ _ N ._ ,_ _ 24 Enter amount 110m Form '1040, lina 36 .,., .... 'i24i 259 394,2 5 Ivtulliply lint;!2 4 ab ov e by 2% C 0 2 } .. . L 2 = .5 :: . .o 1- -= s ' -< - .=1 - , , 8 , : , 8 ~ .2 6 Subtract I H 1 92~, Imm line 23. If line 25 is more than I I I ' L< :23. aruer 0 , I 26

    19 G;~5l1il.lty o r t!len loss(es). Attach Form 4664. (See page AS.) ..

    :!O Unreimbursed employee expenses job t ravel . un ion dues . job educat ion. etc .

    You must att ach Form 21Q6 or 2106EZ ~ requred. ~Se., page A5.)

    [>-Qla!'Q_i'l._Nil 'p_! ?BQ l f l tS_S_ I .9 1 T l: t 1 _ :Q IIF ;.E ! . .. _ : 1 , _ 8 _O_ .

    22

    22,272.

    20 180.

    180 .3

    (WHHMi~cEIIa n eQU S

    O~due t l o n s

    o.

    I eta!lternizedDeduct ions

    STMT 5

    } .27

    27 Other trorn list on page .''.6. List t\,'pe a.nd amount

    ~ _ _ _ - _ - _ -_ _ - ~ _ - _ - - _ ~ - - _ - - _ _- ----- _

    LHA For Paperwork Reduction Act Notice, see Form '1040 instructlons.

    7

    28 Is Form 1040, line 36, over $137.300 (over : 668. 650 if married f iling separately)?

    :__j 1\)0. Your deduction is not limited. Add the amounts in the far fight columnlor lines 4 through 27. Also, ent er thiS amoum on Form 1~olO, l ine 38.

    [xl Yes. Your daductlcn may be limited See oaos A6 for the amount to enter,j ;P- 28

    SCllsdule A (Form 1040) 2002

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    " ,

    S c l ll l! ll :f u le : 'l A&B ( Fc r tm 1 0 4 0 ) 2 0 0 .2

    N~5( . : .>}s h o\ 'l 1\ o n F er m 1 0 1 0 . D o n et e nt er n E !r nf Ja nc l5cciaI5Cl:CUrlt~n umb e r if Sih~t,'mee i pag~ t,

    BARACK H & MI CHE.LLE L OBAlYlA

    Schedule 8 - interest and Ordinary DIvidends

    Part I 1 List name ot payer. If any f nterest is from a seiler-financed mortgage amJ the buyer used the I Amount,--~,~.--Interest property as a personal residence, see page 81 and lisl this intere st il rs t. Also , show that

    buyer 's so. :: lal secur ity number and address ~

    US TREASURY DEP]I . . .RTlVIENT 33,

    Nate: l iyoureceived a Form1099INT,Form 109S010, 1or su bs tit utesta tement froma brokerage f irm,list the f irm'sname

    :2 33,

    33,

    ~ A_m_o_u_n_t_

    N ote, It line ~ is over $1,500, you must complete Part III.

    Part IfOrdinaryDividends

    Note: If youreceived a Form

    'f099DIV orsubstitutesta tement froma brckeraqe f irm,list the f irm'sname as thepayer and enterthe ordi narydividends shownon that form.

    5 List name of payer. Include only ordinary dividends. II YO'Jrecelvenanv capital gain distr ibutions,

    sse the instructions for Form 1040, line 13 1> __ . _

    -------------_ .. ._-- __--- -- --- -- ----

    Part !IIForeignAccounts

    andTrusts

    !!21'SCI'102S-0~

    5

    t=--c'_

    .. "~",~I).,--;> -'--'6= --- . _ ._ . . _

    LHA For Paperwork Reduction Act Notice, see Form 1040 Instructions,

    6 Add the amounts on line 5. Enler Ihe lotal hme and on Form 1040,Iine 9

    t-Jote. Ii line 6 is over $1 ,500, you must cornplliJie Pan I II.

    You must complete this part if you la) l 'l ad over ~1 .500 of taxable Intel est . o r ordInary diVidends: (X, (b) t,~d a ICllelt;lr;

    account; or lel received a distribulion from, or were a gramor oi, or a lransieror to, a roreiqn lrust. _7a At any lime during 2002, did you have an interest In 01a signaIUre or other authorlty OVEra lmancr a r

    account in a foreign country, such e, a banll account, secunries account, or other iinancial account? b Ii "Y~s : ent er I ll en ameD /lh e foreign counuy l> - _

    8 Duling 2002, did you receive a distribution from, or were you the grantor of, 01 t ransferor to, a iOleign t rust?

    If 'Yes," you may have to file Form 3520. See page 9,2 _ __. _.

    iy",,, I1 \10I Il f :Z

    ' - - -1 ' -I IX

    8Schedule B (Form 1040) 2002

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    SCHEDULE C(FDrm 1 0 11 0 )

    Prrof~~r loss !From l 8 l u S8 l l 1 l e SS( S o l eProprietorship)

    t? >P artn ers hip s, jo in tv en turc s, e te . . m us tfi le F orm '{0 65 o r F orm 1 08 5-B .J > Anach hrForm 1040 or Form 1041. !>See Ins tructions for SGhedule C (Form 1040).

    O:!pnnm~1II ~f 1", Tr!!~Sl.iryr{L:' : ; /' i i ; ; ,1R avenueS-or-:it;ll (,e,~)

    SOC)~ sgcunty 11t1m_b;;J ( S SN )

    BARACK H OBAMAA P r i n c i D a lbusiness or p rofe ss ion , i nol ud i ngproduclo r serv ice (se e paQ eG -1 ) BEn;"COde:", P "5Q': C

    1

    "1 'Do ' - ~ o 9 111 !

    LEG~L SERVICESL~S~P~E~A~I~(~IN~-G~~F~E~E~S 4 b = = = = ~Y ~ ~ ~ ~ ~ ~ I IC gUSln~5Sn ama .If n o s sp ar~ Ir. h u sl ne s s n ome . l ea v e b la n k. IO=molol"".lO numb.r(E"~ If ' ' ' '1B~...R A .CK H D EA N A _ - -----E Bl i s i n : ; s~a d d r e s s1 i l 1 l : l u d i~gs u i t eo r r o o m1 1 U . ) ~ '> ~ :: .. .. :_ q "_ ;~ ., '

    l;ol', '.to wn or p os to i i ic t l ,~tal~.a nd Z IP to de l:i1.:i.L.R.l.:: -:-._.---,=.i.~J..J:;=--,o'-J=6~1'-.;5"'--------------------~---- .~'-~counllng melM d: (1JUDGa sh (2)0 AG G ru a l .(3 )00111"1 (specily) re -G Old YQU" Inaterral lyp a rl ic ip a tc " I nth e ope r a t i o no f t hi s b us in e ssduring2002? If"No , "s ee p ag e C -3~ ; ji~ I~ ;;- I ~ ~ S - - - - - - . . ... . . .~.~.lxJ e~0 -N ;1 1 I iy o u s ta rte dor a C Q u lf~ d Ih ts b u sin e ss o u rln Q 2 00 2 , c he e rlhere .. _ ...... ... ... ... .... . . I> DiP a , ; : I Income

    IPariJ!l_Expenses. Entere.~pense~;r b~;j~~5~'~~e '~i;~~;~~~ '~~ i y'n l~~ '30 '"'' .8 Iltj. e r i is i I19 . . . .. . . . . . B 19 P e n s i o n; ] n oprofllsharinOp la n s 1 - '-1 9 " -+ _~ ) B od debts from ,ales or 20R e n to r le as e ( se e p ag e C -5 ):

    14 Em plov oe be ne fit n rog ra ms (olhe r

    than on lin~ '19) !--"14L-1-- -l

    15 Insurance (other than nealth) ~1-"15"- - ! - ~----1

    1G In1~re3t I,1 IoiIn[l ,{)o!le (Daid10 banks. e ic.) !-..!.1~5n,+_ ~ _

    . h Olhm ' 16bi 25 iJIJliW' . ..... . ..... _.... ..

    I. " JO~5 (Icss~mpluymel l lcradlls) ..

    i 7 I e~;ll~n(II)IDIU%WII"1 j 2~:;rr;!IC;" 17 ' .. .. flIh6r ~~r.;lIlS!lS Ifronlline 48 on ~7

    II'" L..C C .-I ~ _ ..~ ::...:.' _ _ J .0 ' ! i a " r :~ . . . : : " l :--"'--""-""'---=""""--'-'''''-'~=-T::-t--';Iii~~":-,p"II:"~. , 1 6 28 -----, ,~ Tutal expenses1!p.ii)l~~ p en se s I (lr b us in es s u satli 1101lf,:.:"(jr " ,e . . :c , n r( '! iD~ ~~11 1~()lllnn~ ;;, 1-""-+----- ~

    29 34 491-3 0

    Gross r e c a i p ! ;o r s ale s. C a u dn n. If lh is in wm ew a sreported1 0yo u on F orm W-2 and theSllllulOrl'e m plo ye e" bo x o n

    Ih i l tformW ; )S c h eG ~ e d , s e e p a gec-aa n d checl lh e re _ r> DRe t l l r n sa n d alloVlilnc~s

    S ub lr ac llin e 2 Ir omlin~ 1 ..4 Cost 0 1o o o d s s o i d(from n n e42 on page 2) +.

    5

    Il

    GrassIHolil. S ub lfa cllin e ~110mI1np . : 1 .. , . . . . . ..(JIMImou r n e ,in clu din o F ed era l

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    Name of person with self-employment income (as shown on Form 1040) Social security number ofperson witl1.self-employm"ntincome ~B1L'R.ACKH OB1LMA

    Sec~io!l 8 - Long SGiledu!e SE

    IPart'll Self-Employment TanNote: If your only income subject to selfernploymant tax is church employee income, skip lines 1 through 4b. Enter 0 on line ,Ie and go toline Sa, lncome from services you performed as a minis te r or a rnernoet oi a rallqlous order is no! cnurch employee incorne See pag .. SE1

    A If you are a minister, member of a re ligious order, o r Christ ian Sc ience pr< tc li iirmsr and I'OU ii I~d Form 4361 ,bul vou r,sd s,me01more oi other nel earnings from selt -ernplnyment. check here snd :Or" l! lowaWith Pan: I ... ... . .. .

    "jTNat iarm profit or (loss) from Schedule F. line 36. and farm par tnersrups. Schedule K-1 (Form 1065) .nne 158 , Note. SI1.600. AI~;o Include

    I~--- ___ '", .",6.00.00

    ._::ttc::1i.::.sc::"_:.cm.::0c::u",l1.:._t::.on;.:_;_lin.;_e:_..;_il.::.bc::a=b.::.o.;_ve:..._,""'"'-"'-=c"'-"==-'-"-.~."-'.-'"'. .;J. .-'..'-. - s - - zz ; . ... .. ... : .; , :~ ." '. '-" .- ' . - ' . '- . , , - , . ,_ . ' ' '- ' ' ' ,", ' '' '- '-' ..=."'. ~~-+_1,",,5'-t _

    Nonfarm Optional Method. You may use this rnelncd only i t: ICJ Your net non t e rm prof it s~ were less th an $ 1,7 33 and also less Ulan 7 2 " 1 8 9% of YOU igro ;,5 nonfarm Income' ) and

    D You had net earnings from selfemploym?nt of at least $400 in 2 ol lhs proal 3 years. I

    ~6autl~~b~:~t~i~: ~:ef;:: ;n:t~~d ~~.~~:~.th.a.n.~~~.~.i~~~.... .... . . ... .. ... t : f= .7 Enter the smaller of: two-thirds (2/3) 01 gl'os> nonfarm lncorne " (not less than zero) or the amount on . I --~.---line 16. Also include this amount on line 4b above .. , .. ,.... ,.,...... . I _ _ . _ .t F rom S eh. F ,line 11 .am ! S r.h .1{1(Form 1065).line 15b, . F roIII S r.h . C ,lifle 3 1: S e ll, C -E Z,lina 3 ; S G h,1(. I ( fo rm 10e5),l i n . )15.: an d~ F romSell.F.line 36 , andSch. ;(-1(Form 10fi5;.line15a. S ell.1\ . ,(F orm 1 06 5-8 ). b olt S .

    J F rom S ell. C.liner: S~h. C EZ, lin e 1 : S e ll.1(, (Form 1065).lil"l;; I~c: mal S ch . K" ( r' _' fl ll lU 6 5 F ! j, b o :! 9 .

    10S ch ed ule S E ( Fo rm 1 !J 40 )~oo~

    !'i:tlSO~'r..!!2~02

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    1 >Attach to Farm 1040.j;> See separate Instructions.

    Your 500iols e c ur it y n umb e r

    O!=ilO;l:: .11151'' . 1 rtM Trl:!_~iLJ1itI~Hvt.N =Jf"J~r,l1e~'I~ ~.;QJ

    N am a !! ;) s h ow non F or. 1G40

    BARll.er< l.l : MICHELLE L OBAJ.A

    CMS 140.5~~-QO;;e

    -c - Dep endent Care Benefits c Qualifying Perscnls] o Earned income

    8 .. fare \IOU begin: You need to understand tha iolfDwing terms. S"" Definitions on page 1 of the Instructions.

    e Qualified EJ[penses

    .-~ - P e rs on s 01" O rg a n i:l'a tion s W ho P rov id e d th e C a re -Ycu m us tcompiete ihis part .Part I--- _ -- (Ii) " " L Pneild more space, use ina bottom oj page 2. )

    (al Cam provider's I (b) Add,,,"ss (a) Identifying number (d) A 'd______ n a _ fT_I_8_ i (nllmb",r. street, ap t . no .. cily, :;la~~.:..:mrJZ~~__ -:-o d_el + (_S_S_N_o_r_E_I_N) + m_o_u_n_t_p_a_l_

    1 "1 ~ ~ :.c i. ~J _ _;0.: .~

    SQNYAHAWES ..,.... -I.- +- ~ .. :. .. .~ . .. .. . :; -- ._ -: : . :=.. . . , . ._II

    23 452,

    Did YDUreceive

    dependent carp- benefits?

    I-~~- No ---~~

    i--~-- Yes --~.

    Complete only Part .11below.

    l :- '"Complete Part ilion page 2 next.

    C~ution. Ii Ihe car' was provided in your horne, you may owe amplo)'msnl taxes. Sse the instructions tor Form 1040, line 60.

    'P ~::"~ .I! i C re dit io r C h ild a nd D ep en de r._ t_ C:--a _f_ e_ .E_) ( - ' .P- :8_:1_9_8_9_:---::- ._-::----:-__ -:- _2 . _I.n~~:r_rnati~n_

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    SCHEDLJlE H(Form 1040)

    f -- -- -- -- -Employer ident if ic at ion number

    HOl! ls e lh lo~d IErl ll lp loym~W i lt .1 ra j {eS(For Soc ial Securi ty. Medicare, Wilhhe ld lnccrne, and Federa l Unemployment (FUTA) Taxes)

    [>.. Attach to Form 104G. lD40NR. -104OS8,or 10 See separate instructions..Qt:~l"'lm';!l"'t .,:.' !h~ 'Trea~... .';n~~f.,aJ ~'''J;;/!~5' aervtce ~ (BQ)

    O MB N o.15450074

    Name 01employer

    BAR }l,.CK H OB1 l..J." i.A

    Social security number

    A Did you pSI' anyone household employee cash wages of $1.300 or more in 2002? (It any household employee was your spouse, your childI inder age 21. four parent, or anyone under age 18, see the line A instructions on page 3 before you answer this question)

    i)t'l Yes. SI,lp lines Band C and go to line 1.~ J o _ Go to Ilne 8.

    B Cid you wit hllold Fader; :!1 i ncome tax during 2002 for !lny household employee?

    DYes. SJ\lp lin:; C and goto l ine 5.

    o 1\10. Go to line C.C Did you pay total cash w~g!!S oi $1,000 or more In any calendar quarter of 2001 or 2002 to household employees?

    ( D o not count cash wages paid In 2001 or 2002 to your spouae, your child under age 21. or your parent)

    o No. Stop. Do not file this schedule.L _j Yes. Skip !tnes 19 and gP to line 10 on page 2.

    LF?>:"". l : JJSocial Security. Medicare, and income Taxes

    I 1 23 452.

    ._---- --_ . _ -._--_._-------,._._._--_._ . . . ._---------------,-----.--------

    2 ~()['aj ';E'c;urit~taxes. MI.dTlplyline 1 by 12.

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    Sohedu'. f l(Form 'O~O)20a2 BA RA CK H OBAMAFederal Unemployment (FUTA) TEiJ(

    10 Did you pay unemployment contributions to only one state? . .

    11 Did YOLIpill' all state unemployment contributions for 2002 by April 15. 20037 Fiscal year filers, see pegs 4 , .

    1 2 Were aJlwages that are t axable f or FUTA tax also t axable for your state's unemployment lax? __ _ ..

    Next: If you checked the "Yes" box on all the l ines above. complete Sect ion A.

    IiYOLI

    checked the "No"box on

    anyof the l ines

    above.skip Section A and complete Section B.

    Ves~

    iv t10 "" I

    11 XI2 I X

    Section A

    '13 Name of the state where you paid unemployment contributions .....

    14 Stale repor ting number a s shown on slate unemployment t ax return[;> IL[ ; :_ 4 ,: ; )39 8 5 .~9 _

    I16 Contribut ions paid to your stat e unemployment fund (sea page - -1 ) 1_1! .>5"- ' -1 5".__ , .4 ' - - ' - ,116 Total cash wages subject (0 FUTA tax (see page 4) .. 16 7 000.

    17 FUTA tall. Multiply line 16 by .008. Enter the result 11ere kip Section 8. and go to line 26 17 ! 56,Section B

    18 Complete all columns below that apply (i f you need more space, see paga 4);(g)

    M~I Ilply 001.(eltJ~ 001. (e)

    ( 11 )5ut.llw;l ~.:;L(O)fro," co t I~.

    If ~Ii!f(; ortass,on!." 0.

    (i).::;JI~lJlbLJlt.(lnspal:! 10 stale

    u".~m::HcVr: 'IIa l 'n11..!I1d

    ~ _ _ ~ ~ _ _ r-~ ! ~ ~ ~ ~

    l 4 - - ~ .i -- --432,1 I

    i 2' 1

    19 Totats , _

    20 Add columns (h) and (0of line 19 .. I 20 I

    22 Multiply line 21 by 6.2% (.062) .. 2 2

    21 Total casr wages subject to FUTA tax (see the line 16 instructions on page 4)

    23 Multiply line 21 by 5.4% (.054) , , _ l_ .:2 ~ 3 ~ 1 __ ~ I24 Enter the smaller of line 20 or line 23 _. 2.j

    F 2 = 5 ~ F = U ~ T ~ A ~ t ~ a ~ ) ( .~ S ~ u ~ b ~ t ~ r n ~ G ~ t ~ l l n ~ e ~ 2 ~ ~ ~ l r ~ o ~ m ~ l ~ i n ~ 8 ~ 2 7 2 ~ . ~ E ~n ~ i B ~ r ~ U 7 1 e ~ J e ~ S ~ w ~ l l ~ h = e ~ r e ~ a n ~ d ~ ~ 9 ~ O ~ I O ~ ~ l. ~ . .. . : ~ : ~ : : ~ : : . ~ - ~ . ~ . : ~ . ~ : : _ L [ - . ~ ~ ~ ~ IIPart III I Total Household Employment Ta)(es . .~_,

    26 Enter the amount from line 8 __ _ , .. 26 3 588.

    2 7 A d dline 1 7 ( orl ine 25) a n d line 2 6 , _ _ . . 2 7 3 644 .28 Are you required to filaForm 10407

    W Yes, Stop. Enter the amountfrom fine 27 above on Form 1040, line 60. Do not complete Part IV below.

    D o. YOLI may have to complete Part IV. See page 4 f e l l 'details.I Part IV 1 Address and Signature - Complete thi , part only if required. See Ihe fine 28 instructions on page 4.

    Unde:r p~rHUhei!i. 01pw;u t' ;. IdEcl~e Ihal I neve e.l

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    .BA FtA .CK H& . _.:~CI-IELLE L OBAHA

    FORM 1040 PERSONl'_L EXEiYIPTION HORKSHEET STATEMENT 1

    4 , .

    1 .. IS '!'HE JI.MOuN"TON FORM 1040, LINE 36, MORE THA.l."\THE AMOUNT SHOVm ON LINE 4BELOW FOR YOUR FILING STATUS?NO . STOP. IiflILTIPL Y $ 3 I 000 BY THE TOTAL NUMBER OF EXEMPTIONS CLAIMED ON

    FORl!!: 1040 I LINE 6D, AND ENTER THE RESULT ON LINE 40.YES. GO TO LINE 2.~ruLTIPLY $3,000 BY THE TOTAL NID~BER OF EXEMPTIONS CLAIMEDON FORM 1048, LINE 6D . ENTER THE Al-iOUNT FROM FORM 1040, LINE 36 . 259,394.ENTER THE P..MOt.JNTFOR YOUR FILING STil_TUS 206 I 000.

    ~ffiRRIED FILING SEPAP~~TE $103,000SINGLE $137,300HEAD OF HOUSEHOLD $171,650NARRIED FILING JOINT OR IIJID01i!( ER) $206,000

    SUBTRACT LINE . ;1, FRml LINE 3 0 IF LINE 5 IS MORE THAN $122,500 ($61,250 IFt i l ' .RRIEDFILING SEPARATE) ENTER ZERO

    ON PORM 1040, LINE 40.DIVIDE LINE 5 BY $2,500 ($1,250 IF MFS)jvIULTIPLY LINE 6 BY 2% (.02) Al'\ID ENTER THE RESULTAS A . DECnL~L , . MuLTIPLY LI~IT. 2 BY LINE 7

    12,000."jJ

    5. 53,394.

    b. 22.I

    0.448. 5,280.

    9 SUBTRACT LINE 8 FROM LINE 2. TOTll.L TO FORM 10 -40, LINE 40. 6,720.

    FORl1 lOll 0 WAGES RECEIVED Jl...l'IDTJl..xES vHTHHELD STATEMENT 2

    FED EPJI._L STATE CITY':' AMOUNT TAX TA...1C SDI FICA MEDICARES EMPLOYER'S r.iAM.E PAID WITHHELD WITHHE.LD TAX W/H Til.X TAlC

    l' THE UNIVERSITY OFCHICAGO 69,287. 13,647. 2,019. 4,296. 1 ,005 .

    11 ST1~TE OF ILLINQISCDlylPTRO.LLER 58,187. 7 ,146 . 1,686, 954.

    S UNIVERSITY OF CHICAGOHOSPITALS 98,826. 31,925. 2,965. 5,264. 1,433.

    TOT)'I_LS 226,300. 52,718. 6,670. 9,560. 3,392.

    15 STATEMEhTT ( S) 1, 2

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    .t ' ~

    SCHEDULE A STATE ~~TD LOCAL INCOME T~XES S TATEMEN'1 ' 3

    DESCRIPTION 1 ' .MOID\[T

    THE UNIVERSITY OF CHICAGOSTATE OF ILLINOIS COMPTROLLERUNIv~RSITY OF CHICAGO HOSPITAL SILLINOIS PRIOR YEAR BALANCE DUE AND EXTENSION PAYMENTS

    2,019 1,685.2,965.2,579.

    TOTAL TO SCHEDULE P't LINE 5 9,249.

    SCHEDUL.E A CASH CONTRIBUTIONS STATEMENT 4

    DESCRIPTIONk.MOmTT

    50% LHIITJI . .MOUlifT

    30% LHrIT

    MISCEL4~~OUS ORGANIZED CHARITIES 1,050.

    SUBTOTALS 1,050.

    TOTAL TO SCHEDULE A, LINE 15 1,050.

    16 STATEMENT(S) 3, 4

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    E.r,Ri!._CK H & lliICHELLE L OBAM..l',-

    SCHEDULE A ITEMIZED DEDUCTIONS ,(!.JORKSHEET STATEl ' ! iENT 5

    1 . ADD THE Al'IOUNTS ON SCHEDULE A, L nTES 4, 9 :, 14, 18,19, 26, AND 27 . . . .

    2 . ADD THE AMOUNTS ON SCHEDULE A, LINES 4, 13, AND 19 ,PLUS ANY GAMBLING AND CASUALTY OR THEFT LOSSES INCLUDEDON LINE 27 . . .,...... >

    3. IS THE AMOUNT ONLINE :2 LESS THAN THE A."10UNTON LINE I?IF NO, YOUR DEDUCTION IS NOT LIMITED. EN' ILEHTHE AMOUNTFROM LINE 1 ABOVE ON SCHEDULE A, LINE 28,IF YES, SUBTRACT LINE 2 FROM LINE 1 .

    ;l. 1IUL'I"IPLY LINE 3 ABOVE BY 80% (.SO) 20,748.:J, EN'l'ER THE j\-MQUNT FROM FOm! 1040, LINE 36. 259,394.6. ENTER: $137,300 ($68,650 IF ~RIED FILING

    BEPA1L:.TELY). . , . . . . . .. .. . 137,300.7. IS THE Al~O~TT ON LINE 6 LESS THAN THE lL~orn~

    ON LINE 5?IF NO, YOUR DEDUCTION IS NOT LIMITED. ENTERTHE Al.'1QUNT FROH LINE 1 ABOVE ON SCHEDULE A,

    LINE 28.IF YES, SUBTRACT LINE 6 FROM LINE 5 122,094.

    8, fiI\JLTIPI,YINE 7 ABOVE BY 3% (.03) , 3 I 663.9. ENTER THE S~illLLER OF LINE 4 . OR LINE 8

    25,935.

    o.

    25,935.

    3,663.

    J . 0 . TOTAL ITE~UZED DEDUCTIONS. SUBTRJl.CT r.rxs 9 FRO.1LINE 1.ENTER THE RESULT HERE MID on SCHEDULE A, LINE 28 22,272.

    8C.EEDULE BE NON-Fl!.RM INCOM.E STATEMENT 6

    DESCRIPTION AMOUNT

    FRO) ' . 1 SCHEDULE C 34,491.

    TOTAL TO SCHEDULE BE, LINE 2 34,491.

    17 STATEMENT(S) 5, 6

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    S o ci al s e cu ri ty n umbe r

    Il Description---- --~----- ----l - _I_-_,___-~-____1r/~AGES, SALARIES, MID TIPSISCHEDTJLE B - TAXABLE INTEREST~CH. C/C-EZ (BUSINESS INCOME/LOSS)

    TOTAL I.NCONE

    t!a rT IO ( 5 ) a s s ho w n o n r e tu rn

    BAP.ACre Ii & HI CH"RLLE L OBMIA~OOI ~~.G 5101\1 , MARRIED FILJNG JOI=N2.'T,,_ _2 0 01 T;I X8 i i lCk~1O. 0%

    bNK--HALF' OF SELF-EMPL,OTI:lENT T1LX! TOT]\...L ADJU8T~IEj~lTS

    ADJUSTED GROSS INCOME,I

    1rA.XES~NTEREST (DEDUCTIBLE)'lcmT'TTRIBUTIONS

    OTAL ITEMIZED DEDUCTIONS

    iP:NCOi;iE BEFORE EX.E1.fPTIONS,PERSONAL EXEI>I.PTIONS1 '}'P.:.:v...BLE INCOIvIE

    ~TA..){

    i 'L'AX BEFORE CREDITS

    T_~ AFTER NON-REFm~ABLE CREDITS

    SCHEDUI,E BE (SELF-EMPLOYMEI'fT TAX)SCH. H (HOUSEHOLD EMPLOYMENT 'l'AX)I TOTAL TAX

    IFEDERAL INCOME TAX ir.1ITHHELDiESTI!IlATED T_ll._XPAYMENTS

    i TOTAL PAYMENTS

    FORN 2210i2210F (EST. T1-..K PENALTY) ,BALA.'\[CEDUE (INCLUDING 2210/2210F)

    ..

    2(J1l~ FllingSlalusJ.II"lARRIED FILING JOINT2002~ox Bracl(el 3 5 . 0 '1 ;

    Tax Yea r Tax Yea r Increase2 0D 1 2 0 0 2 (Decrease)

    176,965. 226,300. 49,335.O. 33. 33.

    98,158. 34,491. -63,667.275,123. 260,824. -14,299.

    2,364. 1,430. -934.2,364. 1,430. -934.

    272,759. 259,394. -13,365.

    8,728. 13,673. 4,945.11/439. 11,212. -227.1,470. 1,050. -420.

    17,4,43. 22,272. 4,829.

    255,316. 23'7,122. -18,194.4,872. 6,720. 1,848.

    250,444'j 230,402. -20,042,'

    79,046.! 62,454. -16,592.79,046.1 62/454. -16,592.,79,046. 62,454. -16,592.

    4,729. 2,860. -1. 869.2,297. 3,644. 1,347.

    86,072. 68,958. -17,114.

    31,781- 52,718. 20,934.10/200. a. -10,200.41,984. 52,718. 10,734.

    O . 347. 347.44,08B. 16,587. -27,501.