vice-president biden's 2003 tax return

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  • 8/2/2019 Vice-President Biden's 2003 Tax Return

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    label(Seeins truc t ionso n p ag e 1 9.)U se th e I.R Slabel.o the rw ise ,p lease pr in to r type.

    Filing StatusC h ec k o n lybox .Exemptions

    . It m o re th an fiv edependen ts ,s ee p ag e 2 1-

    Income 7SaAttach bF orm s W -2 a lldW -2G h e re : 9aA l so a tt ac h bFo rmes ) 101099-R if ta xwa s w i th h e ld . 11It y ou d id no t 12g et a W-l, 13 as ee pa ge 2 2. b

    14E n cl os e, b ut d o 15 an o t a tt ac h , a n yp ay me nt A ls o, 16 ap le a se u s e 17F o r m 1040V, 18. 1920 a21

    AdjustedGross 24Income 2526

    272829303132 a33

    36ab~~~~~==~====~====T=========~==~====~==========mrr7e Dependen ts : _2_No. ", childrenon6cwho~

    I lv ecl wi1h yOu _1_ did not live wllhyou due to d ivorceo r s e p a r a t io n( s ee p a g 9 21)Dependents on. 60net entered above __

    Wa g es , s ala rie s, t ip s, e tc . A tt ac h F o rm ( s) W - 2T ax ab le in te re st A tt ac h S G h ed ule B if r eq ui re dT a x- ex empt i nt er e st D o n o t i nc lu d e o n l in e S a . .. .. .. .. .. .. .. .. .. .. .. .. . .. .. ..O r di na ry d iv id en ds . A tt ac h S c he du le B if requ ired : .Q ua lified d iv idends ( see page 23 ) _ .Taxable re funds , c red its , o r offse ts o f sta te and loca l incom e t axes .A lim ony rece il(ed , .B us iness incom e or ( loss). Attach Schedu le Co r C E Z , .C ap ita l g ain o r ( lo ss ). A tta ch ~ ch ed ule D if r eq uir ed . If n ot re qu ire d; c he ck h er e .. 0If bo x.o n 1 3a Is ch ec ke d, e nte r p ost-M ay 5 c ap ita l g ain d is tr ibu tio ns .O Ih er g ain s o r ( lo ss es ). A tta ch F or m 4 79 7 e IR A d is tr ibu tions . 115a I . , b T axa ble a m ou nt (s ee p ag eP e n si on s a n ti a rm ui ti es 163 b T ax able a m ou nt ( se e p ag eR e nt al. r ea l e st at e, r oy al tie s, p ar tn er sh ip s, S c or po ra ti on s, t ru st s, e tc . A tt ac h S c he du le E . .. .. .. . ..F a rm i ncom e o r (loss ). A ttach Schedu le F ........ .............. : _ .U ne mp lo ym en t co mp en sa tio n _................................................... .............S oc ia l s ec urity be ne fits .... _ _ I 20 a I I b T axa ble a m ou nt (s ee p ag e

    Educa to r expenses (see p age 2 9 ) ................... : .IR A deduction (see page 29 ) _ .S tuden t loan in le res t deduction (see p age 31 ) .Tu ition and fees deduction (see page 32 ) ..M ov ing e xpenses . A ttach Fo rm 3903 .D n e h a lf o f s e lf -e m p lo ym en t tax. A ttach Schedu le S E __ .S e lf -e m p lo y ed h e a lt h i ns u ra n ce d e du c ti on ( se e p a g e 3 3 ) . .. .. .. .. .. . .. .. .. ..S e lf -e m p lo y ed SEP , S IMP LE , a n d q u al if ie d p la n s . .. .. .. .. .. .. .. .. .. .. .. .. .. . P ena lty on ea rly w ith d rawa l o f sav ings _ : _ ._ .A lim ony pa id ' b R ec ip ien fs SSN _ ..:,_ .......:.. L.!::=-'---------f-IAdd lines 23 th rough 328 ___ __ : .S u b trac t U ne 33 from lin e 2.2 ..T h is is ss i ncom e

    LHA For Disclosure, Privacy Act, and paperwork Reduction Act Notice, see page 77. Fcnn 1040 (2.003)

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    Fo"" lUAU (20~3)Tax andCreditsSIan_d-D l! ld lH :l iQ n [ or p ,E lo ple . W .h De I 1 o c ! < _ B d "'IVbel" en l ine 36aoraeb OTwhocan b. claimedas a dop ~,,-den

    40 Allolhers: 41Singlej o r 4 2....i.oIfiling""'p..-..tely. 43S4 ,7SOM""iodfir,ng 4 4jolnUy", 4 5Quaillylng 4 6idow(er),SQ,50( l 47Head 01 48housohold,$7,000 4 9

    505 1525 3 -

    Other 55Taxes 5657

    5859

    . BIDBN35 A moun t from line 34 (ad jus ted g ross incom e) r==='-+l-~--+-- __ . . ;:;. .;=-=...L.. .:::. . . . :. . .=.. .:. . .3 6 a Ci1eck { D . _ YO . I I were h o r n be lOre_JanU3 iY 2 ,1939 , D B lin d.}. T ota l_ bo xe s

    it 0pouse w a s b ar n b ef or e J a nu a ry 2, 1939 , D B lind . checked ..... 3 6 a '--==-Hb If y o u rue married f i n n g separat..ly and y o ,, ; s p o us e 11.",1-.:"" ceductlcns, ... y o . u w..... a dualS\aNS " U . n . . . . . 3 6 b37 I te m iz e d d e du c ti on s ( f rom S ch ed ule A ) o r y ou r s tanda rd deduction (see le ft m a rg in ) .38 Subtrac l.line 37 from line 35 __ ..39 If l ine 35 i 5"$ 1 04 ,6 2 5 o r l e ss , m u lt ip ly $ 3, 05 0 b y. th e t ot al n um b er o f e xe m ptio ns c la im e d o n line 6d . If line 35 .

    IS ave r $1 .04 ,625 , see the w orkshee t on page 35 _ _ .T axa ble in co me. S ubtra cllin e 3 9 fro m lin e 3 S.n lin c 3 9 is m ore th an lin e 3 B , en te rQ - .T ar . C h ec k if any taxis from : aDo rm ( s) 8 81 4 bD Fo rm 4972 : ::::::::::::::::::::::::::::::::A lte rna tive m in im um lax .. A ttach Fo rm 6251 _ .- _ ..A dd lines 41 and 42 - ~Fo re ign t ax cred it AU ach Fo rm 1116 i l requ ired ..C red it lo r ch ild and depe llden t ca re expenses. A ttach Fo rm 2441 .Cred t t lo r tile elde rly o r t h e d isabled . A ttach Sc lle dille R .E d uc at io n c re dit s. A tt ac h F o rm 8 86 3R e t1 remen t s av in 9 s con tric unonsere tiit A ttach Fo rm 86BO .Chi ld ta x cred it (see page 40 ) .A d op ti on cred lt, A ttach Fo rm 8839 .C red its f rom : aD Fo rm 8396 b 0or m 8559 : .O t h er c re d it s. C h e ck a p pl ic a b! e b ox {e s ): 3Do rm 3 80 0bD Form 8801 e Dpec i fy - - - - - - - - - - - - - - - - -Add Hnes 44 th rough 5 2 . T hese a re you r" IO la l c red its - : .

    l ine 53 from line 43 . It II ' ~Sal f - e rn p l o yr n e n t tax. A tta .ch S c h c.du ls S E ....... _. _ ",_ " ~ ,S o ci al s ec ur it y a nd M e dic ar e ta x on t ip income no t r epo rted to em p loye r. A ttach Fo rm 4137 . .. f-!~+-------------T ax o n q ua lifie d p la ns , in clu din g IH As , a nd o th er ta xfa vo re d a no ou nts , A tta ch F or m 5 32 9 if requ ired : .A dv an ce e arn ed in co m e c re dit p ay me nts fr om F orm {s } W -2 : .H ouseho ld em p loym en t taxes. A t!ach Schedu le H : : A dd I i n as 54 59 . Th is is ta x

    . Payments 61 F ede ra l in com e ta x w ith held from Fo rm s W -2 a nd 1 099 _ ..II you havea cu"rolyingChild, attachSeIl.dula EIC.

    Refund

    SignHereJoinl retum?See paI

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    SchedulesA & e (Fo,", 10401 2003 OMSNo. 154S0074 .~2Nomo{slshown on Form 10~O.00 not enter nom. and ""olat . .. curtty numb.. II$hown on I'a~. 1.

    JOSEPH R BIDEN JR & JILLT BIDEN.Schedule B - Interest and Ordinary Dividends _ch"""'1 08Seq u 6 1 ' ! o E I N o "

    Part IInterest

    Note. If youreceived a Form1099INT,Form 1099-010,a r s u bstitutestatement froma brokerage firm,l ist the firm'sname as thepayer and enterthe total interestshown on thatform.

    2 Ada the amounts on line 1 . .. .. .. . . .. .. .. .. .. .. .. .. .. . . . .. .. .. . . , .. . .. .. .. .. .. . . . . .. . . . .. " . . .. . ; -- :2= - -+ - - - - = 2 = - = - = - - 1 .3 Excludable interest on series E E a nd I U . . savings bonds issued after 1969.

    Attach Form 6815 1--'3~r- ~;-4 Subtract l ine 3 from line 2. EnteJ.the result here and on Form1Q40, line 6a I I - - 4 2 1 .

    1 Ust name of payer .If any interest is from a sel lerfinanced mortgage and the buyer used theproperty as a personal residence, see page B-1 and l ist this interest fi rst. Also, show thatbuyer's social security number and address ..... _1 _NEW CASTLE l:i 'HI H EMPLOYEES CUu. S._ SENATE FEDER:ar, CREDIT UNION'WILMINGT ON T RUST

    Amount

    13_ 7 _ _ ; _ .1.

    1

    5 Ust name of payer ....

    6 Add the amounts on line 5. Enter the total here and on Form 1040, line 9aNote . If l ine 6is over $1.500. vou must Part III.

    4

    ~f>!ote. If l ine 4 is over $1 ,500, you m u s t complete Part 111.Part IIOrdinaryDividends

    Note: If youreceived a Form1099DIVorsubstitutestatement froma brokerage firm,l ist the firm'sn"ameasthepayer and enterthe ordinarydividends shownon that form.

    ....6

    Amount

    5

    Part III You must comptste this part if you (a) had over $1 ,500 of taxable interest or ordinary dividends;' or {Il had a foreignaccount;!Q_r_(9J~eJ;:_eiveda;IistributiQ!)_f[QITl_,or were a'orantor of. or a_tr!!f!~rQ_rJ9" a forelan trust.oreign

    AccountsYes No

    7a At any time during 2003, did you have an interest in or a signature or other authority over afinal~cialaccount in a f oreign country, such as a bank account, securities account, or other financial aCC1~unt? .

    b n O Y e s : en te r th e name o f th e f or ei gn c o un tr y . .. . +- _8 During 2003, did you receive a distributiori from, or were you the grantor of" or transferor to, a fC~A;nh trust?927S01 ,.v__, I'~'''''' 'U

    10.15-00 If n,;" you may have to file Form 3520. See pa!je 82 _~LHA For Paperwork Beduction Act N.otice. see Form 1040 instructions. l;:,cneoUie B (Forf!l1040) 2003

    'andTrusts

    x

    nn"lnon 1

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    Departmont oHhe TreasuryIntemal Revunue Service

    . ~~ouseholdmployment Taxes( F o r Socia l Security, Medicare, Withheld Income, and Federal Unemployment (FlJTA)

    . .. . Attach to Form 1040, 10401iIR,1040-55, or 1041.,... See instructions.

    OMB No. 154500742003'SCHEDULE H(Form 1040)Name of employer

    A Did you pay anyone household employee cash wages of $1,400 or more' in 2003? {If any household employeeunder age 21, your parent, or anyone under age 18, see,the line A instructions on page H3 before you answer00 Yes. Skip lines Band C and go to line 1.Do. Go to line B.

    B Did you withhold Federal income tax during 200310r any household employee?Des. Skip line C and go to line 5.Do. Go to line C.

    C Did you pay total cash wages of $1,000 or more in any calendar quarter of 2002 or 2003 to all household ..monln,tr,,,,,,,(Do not count cash wages paid in 2002 or 2003 to your spouse, your child under age 21, or your parent.)

    4 Medicare taxes. Multiply line 3 by 2.9"/0 (.029) .......................................................................................

    Do. Stop. Do not fiie this schedule .Des. Skip lines 19 and go to line 10 on page 2. (Calendar .year taxpayers having no household ..mlnlnlvP"'"do not have to complete this form for 2003.)

    I Part II Social Security, Medicare, and Income Taxes'1 Total cash wages subject to social security taxes (see page H3)

    3 Total cash wages subject to Medicare taxes (see page H3) ..

    5 Federal income tax withheld, if any .6 Total social security, Medicare. and income taxes (add lines 2, 4, and 5)

    7 Advance earned income credit (EIC) payments, if any .

    8 Net taxes (subtract line 7 from line 6) ..9 Did you pay total cash wages of $1,000 or more in any calendar quarter of 2002 or 2003 to household employe()s'(

    (Do not count cash wages paid in 2002 or 2003 to your spouse, your.child under age 21, or your parent)

    Do. Stop. Enter the amount from line 8 above on Form 1040, nne 59. If you are not requi red to file Formthe line 9 instruct ions on page H3.

    [X]Yes. Gotol ine100npage2.

    LHA For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule H (Form 1040) 2003

    3103511'111-0G 5"'1"\"1\00 '.,

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    10 Did you pay unemployment contributions to only one state? .11 Did you pay. al l state unemployment cont ribut ions for 2003 by Apri l 15, 20047 Rscal year f ilers, see page H412 Were al l wages that are taxable for FUTA tax also taxable for your-state's unemployment tax? ... .. .. .. .. .. . .. .. .. .. .Ne,xt: If you checked the ''Yes''bo,x on all the lines above, complete Sect ion A

    If you checked the "No" box on - the lines skip Section A and complete Section B .

    13 Name of the state where you paid unemployment contributions ... .. .. .. DE14 State reporting number as shown on state unemployment tax return : _ , 5 " - ' S = 3 " " 2 " - - " < 6 _ - , . . : O : : . . _ _15 Contributions paid to your state unemployment fund (see page H-4) __._... ., 1316 Total cash wages subject to FUTA tax (see page H-4)

    to l ine 26

    (f)Multiply col . (e)

    by.054(g)

    'Multiply eel.by col (e)

    (b)Sla ls reporting numb ..as shown on staleunemployment tax

    retum

    Slaleexperiencerat..

    19 Totals _ ,.......................... _................... _....................... _ _ .20 Add columns (h ) and (i) of line 19 .21 Total cash wages subject to FUTA tax (see the line 16 instructions on page H -4 ) .22 Multiply line 21 by 6.2% (.062) : : ..23 Multiply line 21 by 5.4% (.054) .24 Enter the smaller of line 20 or line 23

    to line 26

    26 Enter the amount from Une8 .

    27 Add lille 17 (or line 25) and nne 26 : _ .28 Are you requi red to fi le Form 1040700 Yes. Stop. Enter the amount from line 27 above on Form 1040, line 59. Do not complete Part IV below.

    tawn Dr post office.

    no.

    Unde r pnna ll ie s of pe rjury. I docl "' " l I1al I have examined lhis scheDu le. inc lud ing accompany ing stalements, and to t n . best 01my know ledge and bel ief , i l i spayment made Ie a stato unemployment fund claimed as a croCi I was, -03

    ~--t-------

    6Schedule H (Form 1040) 2003

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    urOSEP'HRBIDEN I JR. & J-L T. BIDEN1040 EXCESS SOCIAL SECURITY TAX WORKSHEET STATEMENT 2

    ADD ALL SOCIAL SECURITY TAX WITHHELD BUT NOT MORETHAN'$5,394.00 FOR EACH EMPLOYER (THIS TAX SHOULDBE SHOWN IN BOX 4 OF YOUR W-2 FORMS). ENT ER THETOTAL HERE - . . . . . . .. . . ENTER ANY UNCOLLECTED SOCIAL SECURITY TAX-ON TIPS ORGROUP-TERM LIFE INSURANCE INCLUDED IN THE TOTAL ONFORM 1040, LINE 60 . ~

    TAXPJYER SPOUSE

    6 665. 4,130.

    . ADD LINES 1 AND 2 . . . 6 665. 4 ,+3 0 .SOCIAL SECURITY TAX LIMIT . . , . . . 5 3 9 4 . 5,394.. SUBTRACT' LINE 4 FROM LINE 3 . EXCESS SOCIAL SECURITYTAX INCLUDED IN FORM 1040, ,'LINE 64. . . i 271. O.

    '8 ' STATEMENT(S) 2n.n~nnn ' " 1 1