vice-president biden's 2009 tax return

8/2/2019 Vice-President Biden's 2009 Tax Return

1/34

( S e ei n s t r u c t i o n so n p ag e 1 4 . )U s e t h e IR Sl a b e l .O t h e r w i s e ,p le a s e p r in to r ~ e . I~~~~~~~~~~~~IIIIIIIL ~ __residential L.Election Campaign ~ Check here if

1 S in g leFiling Status 2 00 M a r rie d f i l in g J o in t ly ( ov e n i f o n ly o n e h a d In c o m e )3 DM a r rie d f i l in g s e pa ra te ly . E n te r s p o us e 's S S N a b o ve

a nd lu ll n am e h o r e . 5C h e c k o n lyo n e b o x.Boxes cheol ' : : ,2 1

2 2 A dd t h e a m o un ts In t h e fa r r ln h t c o lu m n f o r l in es 7 t h ro uo h 2 1 . T h is I s v o u r to ta l In co m e . . . . ...... ~ 2 2 333 182.2 3 ~~~a tg r ~ ) ( p e n s e s ( s e e p a g e 2 9 ) . .. . .. . .. , . . .. . .. . .. . .. . .. . .. .. . .. . .. . .. . .. . .. .. . .. 2 3 . ' , . "Adjusted 2 4 n u e n o es e xp en ses o f r ese rvist s, p erfO ff Tl ng w tlsts. a nd r . . . - b e s l . g o ve r nm on t 2 4f fi ol al s. A tt ac h F Of fT l 2100 01 2100EZ ...................................................

~ j~Gross 2 5 H e a lth s av in gs a cc o un t d ed uc t io n . A tta ch F o rm 8 88 9 2 5Income . . . . . . , . . . . . . . . . . . . . . . . .2 6 M o v in g e xp e ns e s. A tta ch F orm 3 90 3 . . . . . . . . . . . ". . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262 7 O n e - h a lt o f s e lf -e m p l o ym e n t t a x . A tta c h S c he d u le S E . . . . . . . . . . . . . . . . . . . . . . . . 2 72 8 S e lf - e m p lo ye d S E P , S I M P LE , a n d q u a l if ie d p la n s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 8

2 9 S e l f -e m p l o ye d h e a lt h I n su r a nc e d e d u c tio n ( se e p a g e 3 0 ) . .. .. .. .. .. .. .. .. .. .. 2 93 0 P e n a l ty o n e a r l y w i t h d r a w a l o f s a v i n g s . . .. . .. .. . .. . .. . .. . .. . .. .. . .. . .. . .. . .. . .. .. . . 30 ~.3 1 . A lim o n y p a id b R e c ip ie n t's S S N ~ , , 3 1 a I - r3 2 I R A d e d u c t io n ( s e e p a g e 3 1 ) . . .. . .. .. . .. . .. . .. . .. .. . .. . .. . .. . .. . .. .. . .. . .. . .. . .. . .. .. 3 2 1 : ; < . '3 3 S tu d en t lo a n In te re s t d e du c t io n ( s ee p a ge 3 4 ) ................................. 3 33 4 T u i t io n a nd fe es d ed uc t io n . A tta ch F orm 8 91 7 3 4 ' , '_".. ,. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35 D o m e s tic p ro d u ct io n a c tiv it ie s d e d uc tio n . A tt ac h F o rm 6903 . . . . . . . . . . . . . . . 35 . .36 A d d l in e s 2 3 t h ro u gh 31 a a n d 3 2 t h r o u g h 3 5 . . . .. . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . . .. . 3 6910001 3 7 S ub tr a ct l in e 3 6 f r o m l in e 2 2 T h is I s v o ur a d lu ste d o ro ll I n co m e ~ 3 7 333,182.020'09 ... . .,........... -- .... ... .

L H A For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 9 7 . Form 1 0 4 0 (2009)


2/34

StanQwdD o du ct lo n r or - P oo pl .w hooh.ck OIlybOKon lin.eg . , 39b,0140 0 o r whooanboc la Im ed a a adependent.

A l l Olher.:Slngl.01MIIITlednllngo o p 8 r l ' e . t a l y ,$5.700MlllTlod filingjointly 01Qualifyingwldow(" '~$11,-400Head orhousehold,$8,350

3 6 A m ou n t f r o m l in e 3 7 ( a d J u s t e d g r o s s I n c o m e ) I""""""' ~!!....f--~~..L.:!.'-="....,39 8 C h e c k { [ X ] Y o u w e r e born b e fo re J a nu a ry 2, 1 9 4 5 , 0 B l in d . } T o t a l b o x e s

If: DS p ou se w a s b o r n b e fo re J an 'u a r y 2,1 9 4 5 , D l in d . o h e c k e d . . . ~ 3ba'-;==Hb I ry ou r . po u, ", n om l n. on. sepaI.I . , . lurn Q( youworo a dIIal.taluu . lI en , . . p ogo 36 I Il1dohocll her. ~ 8 G b

40 8 i t e m iz e d d e d u c t io n s ( f r o m S c h e d u le A ~ o r y o u r s t a n d a r d d e d u o t lo n I s e e le f t m ar g in ) .b ~1~ : I : ~ ~ .~~ ~~ ~~ .~ t .,~ ~ "J.~~ o~o r: (~ : : :~ ~ ~.M~ ~~ .~~ .~ : . ~ : .~~ .~ .~ . ~ I .~ . I~~ ~ : . ~ . ~ .~~ ; t4 0b04 1 S u b t r a c t l i n e 4 0 a f r o m l in e 3 8 .

4 2 E xe m p t io n s . I f l i n e 3 8 I s $ 1 2 5 ,1 0 0 o r le s s a n d y o u d id n o t p ro v id e h o us in g 1 0 a M l dw a s te rn d is p la c ed I nd iv id u a l ,m u l t ip ly $ 3 , 6 5 0 b y th e n u m b e r o n lin e 6 d . O th e rw is e , s e e pa g e 3 7 ; . .

48 T ax a b le I n c o m e . S u b t r a c t l in e 4 2 f r o m l in e 4 1 ." l i n e 4 21 s m o r e I h a n l in e 4 1 , e nt e r -0- . .44 T a x . C h oc k i f 'a ny t a x I s f r o m : aD F o rm ( s) 8 '8 1 4 bD F o r ( l1 4 9 7 2 .45 A lt e r n a ll v e m in im um ta x : A tt a c h F o r m 6 2 5 1 , . . . . . . . . . . . . . 1 - . : ! lL . . j ~ ~ ~ ~4 6 Add llnes4 4 and 4 5 ~ 1---2!4---'->!..L....",_,,_~4 7 F o r e ig n t a x credlt, A t t a c h F o r m 1 1 1 6 If r e q u i r e d .46 C re d it f o r c h i ld a n d d e p e nd e n t c a r e e x p e n s e s . A t t a c h F o rm 2 4 4 1 .4 9 E d u c a t io n c r e d it s f r o m F o r m 8 8 6 3 , l in o 29 .60 R e t i r e m e n t s a v in g s c o n t r ib U t io n s c r e d i t . A t t a c h F o r m 8 8 8 0 . .51 C h i ld la x c r e d i t ( s e e p a g e 4 2 ) .5 2 C re d it s f r o m F orm : aD3 9 6 b08 3 9 006 9 5 . .63 O th e r c r e d i t s f r o m F o rm ; a D 3 8 0 0 b 0 6 8 0 1 0D L..!!.!!.......l- __,54 A d d lin es 4 7 th ro ug h 53 . T h e se a re y ou r lo ta l o re d l t s j.-..!!!!..1I---=-=:--~-:::-

Taxes

Payments 61 F e d e r a l I n c o m e ta x w l lh h a ld f r o m F o rm s W - 2 a n d 1 0 9 9 . .62 2 0 0 9 e s t l r l } a te d la x p a ym e n ts an d a m ou n t a pp lie d f r o m 2008 r e t u r n . .63 M a kin o w o rk p a y a nd g ov e r n m en l r o ti r o e c re d it s . A t t a ch S c he du le M ..6 4 a E a r n e d In c o m e o r e d l t ( E IC ) . . .

b N o n ta xa b le c om b a t p a y e le c t io n ~""-L.... -I6 6 A d d l l lo n a l c h i ld t a x c r o d lt . A t t a c h F o rm 8 8 1 2 .6 6 R e fu n d a b le e d u c a t io n c r e d i t f r o m F o r m 8 8 6 3 , l in e 1 6 . .6 7 F ir s t- t im e n om e b uy er c re dit . A tt a ch F o rm 5 40 5 I-.l!~-------I6 6 A m ou n t p aid w it h r e q u es t f o r e x t e n s io n t o f i l e ( s e e p ag e 7 2 ) J.-!:~I------:-:=-=-I6 9 E xc e s s s o o la l s e c u r i t y a nd t lo r 1 R R T A ta x w it h h e ld ( s e e p ag e 7 2 l S ' X ' . M ' l ' S . 1-.l!-'4-----=..=.....-=-j

C r e d i t s f r o m F o rm : a 0 2 4 3 9 b 0 4 1 3 6 0 0 8 8 0 1 d 0 8 8 8 5

If you havea quallfyfngchild, .I tachSoh.dul. EIC.

Refund

S e l f - o m p lo ym e n t t a x . A tt a ch S c h e d u le S f r=; r=; .5 7 U n r e po rt e d s oc ia l s ec ur i t y a nd M e dic ar e t a x f r o m F orm ; 8 L.J 4 1 3 7 b L.J 8 9 1 9 .68 A d d it io na l t a x o n IR A s , o lh e r q ua li f ie d r e ti r e m en t p la n s , e t c , A tt a ch F orm 5 32 9 If r e q u i r e d .5 9 A d d ii l o n a l t ax e s: a D A E IC p a ym e n ts b 00H o u s e h o ld e m plo y m e n t t a x e s . A t t a c h S c h e d u le H . .


3/34

SCHEDULE A(Form 1040) Itemized Deductions~ Attach to Form . 104 0. ~ See Instructions for Schedule A (Form 104 0).

MedicalandDental 2Expenses 3Taxes You 5Paid(SeepageA2.) 6

78

Caut ion. D o not Inc lude e x o e n s e s reimbursed o r pa id by o the rs .M edical and denta l expenses (See page A1.) .Enter a m ount from Form 104 0 , line 3 8 ..M ultip ly line 2 by 7.5 % (.0 75 ) .._----r-;

IS ta te a nd loca l (check only o ne box):a [X] Income taxes, o r } , s,~a s.'}; '.A"r.~ l.P.b DG e ne ra l s ale s ta xe sReal esta te taxes (See page A5 .) .N ew m otor ve hic le taxes from IIne,1 1 o f the w orkshee t on p age 2,S kip th is lin e If you checked box 5 b , ..O ther taxes, Ust type and amount ~ _

H om e m ortgag e Interest an d p oin ts repo rte d to you on F orm 10 96 m;,t---=-:!!...L.=..;==--=-jH om e m ortgage interest not reported to you on Form 109 8. If paid to the personfrom whom you bought the hom e, see page A7 and show that person's nam e,I de ntif yin g n o., a nd a dd re ss~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

You Paid(SeepageAe.)Note.Personal 12in te re st I sno t 13deductible. 14Gifts to 16Charity 17I ly ou m a de ag i f t a nd g ot a 18eno f it l o r It ,A B .C asualty a ndT he ft L os se sJob Expenses 21l in d C e rt ain.Miscel laneousDeduct ions

P oin ts n ot reportedto you on Form 109 8 .Qualif ied m ortgage Insurance prem ium s (See p age A7.) ..Investm ent Inte rest. A ttach Form 4 9 5 2 If required . (See page A8 .) ..

G ifts by cash or check s.aa S .T .f \T .2 . ~.WT . l .l . r-=t---.o::..L=.!


4/34

SCHEDULE B(Form 1040A or 1040) Interest and Ordinary Dividends

~ Attaoh to Form 1040A or 1040. ~ See Instruotlons.

IInterest

Note. I fyoureceived a Form1099INT,Form 1099010,or substitutestatement froma brokerage firm,list the firm'sname as thepayer and enterthe total Interestshown on thatform.

PartOrdinaryDividends

Note: If youreoelved a Form1099DIVorsubstitutestatement froma brokerage firm,list the firm'sname as thepayer and enterthe ordinarydividends shownon that form.

Part IIIForeignAccountsandTrusts

Ust name of payer. If any Interest Isfrom a seiler-financed mortgage and the buyer used theproperty as a personal residence, see page B1 and list this Interest f irst. Also, show thatbuyer's social security number and address ~ --:-=-:-:-:.,-- ,--_NEW CASTLE COUNTY SCHOOL EFCUUS SENATE FEDERAL CREDIT UNIONWILMINGTON SAVINGS FUNDWILMINGTON SAVINGS FUND

23

5

7a GO~~rry, as arequirementsfor Formb If 'Yes: enterthe nameotme foreigncountry ~ _8 During 2009, did you recelve a distr ibution from, or were you the grantor of , or transferor to, a foreign trust?

LHA For Paperwork Reduction Act Notice, Bee Form 1040A or 1040 Instructions. Schedule B (Form 1040A or 1040) 200964100412 74596054742 2009.03041 BIDEN JR . JOSEPH R 54742 1


5/34

SCHEDULE D(Form 1040) Capital Gains and LossesAttach to Form 1040 or Form 1040NR. ... See Instructions for Schedule D (Form 1040).Use Schedule D-1 to list additional transactions for l ines 1and 8.

(e) Cost ...othe


6/34

16 Combine l ines 7 and 15 and enter the resultI f l ine 16 is; A gain, enter the amount from line 16 on Form 1040, line 13, or Form 1040NR, tine 14. Then

go to l ine 17 below. A loss, skip l ines 17 through 20 below. Then go to line 21. Aiso be sure to complete line 22. Zero, sklp l ines 17 through 21 below and enter 0on Form 1040, line 13, or Form 1040NR,

l ine 14. Then go to l ine 22.17 Are tines 15 and 16 both gains?Des. Go to tine 18.[XJ No. Skip l ines 18 through 21, and go to l ine 22.18 Enter the amount, ff any, from tine 7 of the 28% Rate Gain Worksheet on page' [).8 of the

Instructions ; .'; ., ~19 Enter the amount, ff any. from line 18 of the Unrecaptured Section 1250 Gain Worksheet on

page D9 of the Instructions ~20 Are lines 18 and 19 both zero or blank?oes. Complete Form 1040 through line43, or Form 1040NR through line40. Then complete the

Qualif ied Div idends and Capital Gain Tax Worksheet on page 39 of the Instructions for Form1040 (or Inthe Instructions for Form 1040NR). Do not complete lines 21 and 22 below.Do. Complete Form 1040 through line43, or Form 1040NR through line40. Then complete theSchedule D Tax Worksheet on page D10 of the Instructions. Do not complete l ines 21 and22 below.

21 If line 161s a loss. enter here and on Form 1040, l ine 13, or Form 1040NR, l ine 14, the smal ler of; The loss on line 16 or ($3,000). or If married filing separately, ($1,500) } : .Note. When figuring which amount Issmaller, treat both amounts as positive numbers.

22 Do you have qualified dividends on Form 1040, line 9b, or Form 1040NR, line 10b?Des. Complete Form 1040 through line43, or Form 1040NR through line40. Then completethe Qualif ied Div idends and Capital Gain Tax Worksheet on page 39 of the Instructionsfor Form 1040 (or Inthe Instructions for Form 1040NR).[XJ No. Complete the rest of Form 1040 or Form 1040NR.

V20512 1023'()9

4100412 745g60 54742 82009.03041 BIDEN JR., JOSEPH R

Schedule 0(Form 1040) 2009

54742 1


7/34

~ Attach to Form 104 0 or Form 104 0NR.Y o u r s oo la l l e c u r l t y n um b e r

I I f il in g S c he d ul e II (Form 1040). enler th e am ou nt fro m F orm 1040. line 41 (m ln u. a ny a mo un t o n F orm 8014. lin . 6~ and go t o l in . 2 , O th ll lW l6 0,..,tor the am ount fro m F orm 1040. lin . 3 8 (m inus any am ount on Fom n 0014. lin. a~ and g o to lin. 7, QI I ... than zero, ent a negative am ount.)

2 M sd lo aJ a nd d en tlll , E nte r th e smal ler o f Schedu le II ( Fo rm 1 04 0 ), U no 4. or 2,6~ (,026) 01 Fonn 104 0, lin. 3 6, II z ero or I , . .,ter -0. """,,""'"3 Taxes f rom Schedu le A (Fonn l040) . lI nes 5 ,6 , and 6 ' "' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '4 E nte r th e h om e m ortg age In tere st a dju stm en t, If any, from line 6 of the worksheet on page 2 of the instructions ",5 M is ce lla ne ou s d ed uc tio ns f ro m S ch ed ule A ( Fo nn 10 4 0) , lin e 2 7 " "" "" "" ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, .. ,6 If Fonn1 04 0, line 3 8, is over $166,8 00 (over $8 3,4 00 If m arried filing separately), enter the am ount from line 11

of the Item ized D eductions W orksheet on page A11 of the Instructions for Schedule A (Fonn104 0) ""''''',,''''7 I I f ilin g S ch ed ule L (F or m 1 04 0A o r 1 04 0 ), e nte r a s a n eg ativ e amo un t th e s um o f lin es 6 a nd ?O f ro m th at s ch ed ule " "" ",." ".8 Tax re fund f rom Form 1040 , l ine 10 or I I ne' 21 " " "" " "" " "" " "" '" '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' ''9 Investm ent Interest expense (difference between regular tax and AM l) """",," "" "'" " " " " " .. " " . " " ... " " " " " "'"1 0 D ep le tio n ( dif fe re nc e b etw ee n r eg ula r ta x a nd AMl) '"''''''''''''''''''''''''''''''''''''''''" ... " ''''''''" .... ,,'''''''',,.,,'''''''''''11 Net operating loss deduction from Fonnl04 0, line 21, Enter as a positive am ount .".""""""." .. """".,,"",, ,,1 2 A lt ema tlv e ta x net o perating loss deduction .. " " .. " .. ""." """." .. " .. " " ",, :"." """ " ,,13 Interest from specified private activity bonds exempt from the regular tax .. " " " . . "", .. """ .. " . ... " ,, , .. ,14 Q ualif ied sm all business stock (7% of gain excluded under section 1202) ... " " """ .. " .. "." .. """" .. """""""""",15 Exercise of Incentive stock options (excess of AM T Incom e over regular tax Incom e) " .. "",, ..... ,"" ".".",," " .. " ""16 Estates and trusts (am ount from S chedule K 1 (Form 104 1), box 12, code A) "" .. "" .. "" .... "" .. "" ",."." .. "" .. ,17 Electing large partnerships (amount from Schedule K1 (Form 1065 6). box 6) """ .. """ .. " " .18 Disposition of property (difference between AMT and regular tax gain or loss) ... " ... "",""'" "".".,,",,",, ' 1---!!.2...f--------19 Depreciation on assets placed In service after 19 86 (difference betw een regular tax and AM l) """ .... " ,,,,""'" 1---!!.2...f----__;---20 Passive activ ities (difference between AMT and regular tax Income or loss) """ .. "" .. "" " " """""" .. " "... ~~-I- _21 Loss lim itations (difference betw een AM T and regulf\r tax Incom e or loss) """""" .. ""'", .. ,;''''''''" ....... , .. ,,, ,,''' j....!!:...L..(- _22 Circulation costs (difference between regular tax and AMl) """" " " """ " "" .. ,,, .. ,,""",, ..23 Long-term contracts (difference between AM T and regular tax Incom e) " """"" .. """""" .. " .. """ .. ".,,,,,, .. ,,""24 M in ing cos ts (d if f e rence between regula r tax and AMl ) " " "" " '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' ''25 Research and experim ental costs (difference betw een regular tax and AM l) ."" .. """"""" .. """""",."""""""",26 Income f rom cer ta in insta llment sa les be fore January 1 ,1987 " '" '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' j-.!~f--------ZT In tan gib le d rillin g c osts p re fe re nce "''''''''''"."."'''" .. " .. ,'', .... , . .. " , .. "',,''''''''''''''''''''''',, ..... ,, .... ,'''''' , .. " ".,,'28 O ther adjustm ents, Including incom e-based related adjustm ents .. """""",."""."" .. ".""" .. ".,,"""",, ,, ,,.,,' j....!!~(- _29 Alternative m inim um taxable Incom e. C om bine lines 1 through 28 , (If m arried filing separately and line

Alternative Minimum Tax - IndividualsO ep an me nt 0 1 th o T r .. s OR )'I nt em a l R e ve nu e S er vl coNam e(s) shown on Form 104 0 or Form 104 0NR

3 0 8


8/34

3 7 Enter the am ount from Fonn 625 1, line 31 . If you are filing Form 25 55 or 25 55 EZ, enter the am ount fromline 3 of the worksheet I n the Instructions : ..

38 Enter the am ount from line 6 of the Q ualif ied Dividends and Capital G ain TaxW orkshe et In the instru ction s fo r Form 1 04 0 , lin e 44, or the am ount fromIIne'13 of the Schedule 0 Tax W orksheet on page 0-10 of the Instructions forSchedule 0 (Fonn 104 0), whichever applies (as refigured for the AM T, ifn ece ssary) (see the in structio ns). If you are filing F onn 2 55 5 o r 2 55 5 'E Z,see Instructions for the amount to enter .

39 E nte r th e a mo un t from Sch ed ule 0 (F orm 10 40), lin e 1 9 (a s re figu re d fo r the~MT, if n ecessa ry) (see Instru ctio ns). If you are filing F orm 2 55 5 o r 2 55 5 'e z,see Instructions for the amount to enter .40 I f you did not com plete a Bchedule 0 Tax W orksheet for the regular tax or theAM T, enter the am ount from line 3 8. Otherwise, add lines 36 and 3 9, and enterthe sm aller of that result or the am ount from line 10 of the Schedule 0 TaxW or_ .ksh eet (as refig ured fo r the A MT , If ne ce ssary). If yo u a re filin g F orm 25 5 5or 25 5 5 EZ, see instructions for the amount to e nter ..

4 1 Enter the smaller of line 37 or line 4 0 ..4 2 Subtract line 4 1 from line 3 7 .43 If line 42 Is $1 75 ,00 0 o r le ss ($6 7,5 00 o r less If m arried filin g sep arate ly), m ultiply line 4 2 b y 26 % (.26 ).

O therwise, m ultip ly line 4 2 by 28 % (.28 ) and subtract $3 ,5 00 ($1,75 0 If marr ied I 1l 1ngsepa ra te ly ) f romthe result .44 Enter: $6 7,9 00 If m arrie d I1l1 ng jo intly or qu alifying w ldo w(e r), } $3 3,9 5 0 If single or married filing separately, or .. $4 5 ,5 00 if head of household. .

46 Enter the am ount from line 7 of the Q ualified Dividends and Capital G ainTax W orksheet In the Instructions for Fonn 104 0, line 44, or the am ount fromlin e 1 4 ofthe Schedule 0 Tax W orksheet on page [)'10 of the Instructions forSchedule 0 (Fonn 104 0), whichever applies (as figured for the regular tax). Ifyou did not complete either worksheet for the regular tax, enter 0 ..

< I e . Subtract line 4 5 from line 44. If zero or less, enter 0 ..4 7 Enter the smaller of line 37 or line 3 848 Enter the sm aller of line 4 6 or line 4 74 9 Subtract line 4 8 from line 4750 M ultiply line 4 9 by 15 % (.15 )

2

If line 39 I s z er o or blank, skip lines 5 1 and 52 and go to line 53. Otherwise, go to lin e 51.5 1 Subtract line 47 from line 415 2 Multiply line 5 1 by 25 % (.25 )

53 Add lines 4 3 , 5 0, and 5 2 : ..54 I f lin e 3 7 Is $ 17 5,0 00 o r less ($ 87 ;5 00 or less if m arried filing se pa ra te ly), m ultiply line 3 7 b y 2 6% (.26 ).

O therwise, m ultiply line 3 7 by 26% (.28 ) and subtract $3 ,5 00 ($1,75 0 If ma rr ie d f ilin g s ep ar at ely ) f romthe result , , .. , " .

55 Enter the sm aller of line 5 3 or line 54 here and on line 32. If you are filing Form 25 55 or 25 55 EZ, do not enterForm 6251 (2009)

4100412 745960 54742 102009.03041 BIDEN JR JOSEPH R 14742


9/34

SCHEDULE H(Form 1040) Household Employment Taxes(For Social Security, Medicare, Withheld Income, and Federal Unemployment (FUTA) Taxes)~ Attach to Form 1040, 1040NR, 1040-SS, or 1041.

A Did you pay anyone household employee cash wages of $1,700 or more In2009? (If any.household employee was your spouse, your childunder age 21, your parent, or anyone under age 18, see the lineA instructions on page H4 before you answer this question.)00 Yes. Skip lines Band C and go to line 1.Do. Go to line B.

B Old you withhold federal Income tax during 2009 for any household employee?DYes. Skip line C and go to line 5.oNo. Go to line C.

C Oldyou pay total cash wages of $1 ,000 or more In any calendar quarter of 2008 or 2009 to all household employees?(Do not count cash wages paid In2008 or 2009 to your spouse, your chi ld under age21, or your parent.)D No. Stop. Do not file this schedule.Des. Skip l ines 19and go to l ine 10 on page 2. (Calendar yeartaxpayers having no household employees in2009do not have to complete this form for 2009.)n R a i i i '1 Social Security, Medicare, and Federal Income Taxes

3 Total cash wages subject to Medicare taxes (see page H-4 ) .4 Medicare taxes. Multiply line 3 by 2.9% (.029) .5 Federal Income tax Withheld, i fany I-~+- _6 Total social security, Medicare, and federal Income taxes. Add lines 2, 4, and 5 ..7 Advance eamed 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 Inany calendar quarter of 2008 or 2009 to al l household employees?

(00 not count cash wages paid In2008 or 2009 to your spouse, your child under age 21, or your parent.)Do. Stop. Include the amount from line 8 above on Form 1040, line 59, and check box b on that l ine. If you are not required to file Form

1040, see the line 91nstructJons on page H4.00 Yes. Go to line 10 on page 2.

LHA For Privacy Act and Pllperwol1< Reduction Act Notice, see page H-7 of the Instructions. Schedule H (Form 1040) 2009

91035111-24-09

4100412 7459 60 54742 112009 .03041 BI DEN JR . JOSEPH R 1l474? 1---------_..----.


10/34

10 Old yo u pay unemploym ent contributIons to only one state? (If you paid contributions to M lohlgan, check "No.') ..11 O ld you pay all sta te unem ploym ent contributions for 2009 by April 15 , 20107 Flsoal year f lIers, see page H5 ..12 Were all wages that are taxable for FUTA tax also taxable for your sta te 's unemployment tax? .Next: I f y ou ch ecke d th e Yes box on all the fine s abov e, co mp lete S ectio n A .If you checked the "N o box on any of the IIne8 above, skip Seotlon A and complete Section B .Section A13 Name.of the state where you paid unemploymenf contributions ~ ~. 14. State reporting number as shown on state unemploym ent tax retum ~16 Contributions paid to your state unemployment fund (see page H5 ) ..16 Total cash wages subject to FUTA tax (eee page H5 ) .

18 C om plete all co lum ns below th at apply (if you need m ore space 8 08 page H 5 )'J : 1 . e (b ) (0) Sialt . ,}~en(;t raJ. (e) (f) (9) (h ) (I)Slate repo.1Jognumber T.. tblo wege. (aa Sill, Multiply 001. (a) Multiplycol . (0) SUbtract col . (g) Conb1l>utlone0 1 u l I\ ow n 0/1 ,lale delin


11/34

----------------------_ .. -- - _ . _ - - _ .._---_

F o r m 8283A " a c h m o n t 155Sequ""ooNo.

Noncash Charitable Contributions. , A tt a oh to y o ur ta x r e tu rn i f y o u c la im e d a lo ta l d ed uc tio no f o v e r $ 5 0D fo r a ll c o n tr ib u te d p ro p er t y .

O M B. N o. 1 54 5 -{ )Q 06(Rev. O " " " " , b o r 2000)

t a x r e tu r n I d e n t i f y i n g

S e c tio n A . D o na te d P ro pe rt y o f $ 5 ,O O D I I r L e s l a nd C e rta in P u b lic ly T ra de d S e c ur i t ie s l i s t I n t h is s ec tio n o n ly I te m s ( o r g ro up s o f s im ila r i le m s ) lo r w h ic h y ouc la im e d a d e du c t lo n o f $ 5 ,0 0 0 o r le s s . A ls o , l i s t c er ta in p u b l ic ly t r a d ed s e c u r it ie s e v e n I f t h o d e du c t io n is m o re t h a n $5,000 ( s e e I n s t ru c t io n s ) .p p i a " ' F I I n fo rm a t io n o n O o n a le d P ro pe rt y I f y o u n ee d m o re s p ac e a tta ch a s ta te m e n t'" . ,1 ( a ) N a m e a nd a dd re ss o f t he ~ b ) D e s c r ip t io n 0 1 d o n a te d p r op e r ty(For d o n . t e d ve l e i e n t e r t h e y e a r . m a k e , m o d e l . c o n d i ti o n ,a n d m i l e a g e ,d o n o e o r g a niz a tio n a n d a t t a c h Form 1098-0 If r e q U i r e d . )A GOODWI LL OF DEL AWARE & DELAWARE COUNTY300 EAST LEA BOULEV, WILMINGTON DE 19802 t"'LOTHING HOUSEHOL D GOODSB GOODWI LL OF DEL AWARE & DELAWARE COUNTY CLOTHING, S HO ES; D IS HJ !: S,300 EAST LEA BOULEV WILMINGTON, DE 19802 FURNITUREc0E

N o le , I f t h e a m ou n t Y O U c la im e d a s a d ed uo tlo n lo r a n I te m IS S500 o r l e s s . v o u uo n ot n a ve to c o m n ete c o lu m n s d e ) , a n d m .( O ) O a t . o l th e W ( D . t r ~ ~ q U I r ~ 1 ( e ) H ~ : d ~ ~ l r o d (1).~~~3:I .or (g ) r . ~r . ; : : : : , e J t i " o ~ ~ f (h ) M e t h o d=~! J \f :' l n e t h eI...c o n t r i b u t i o n d o n o r rna.. Yr ,A 05/26/09 VAR. PURCHASE 200. ~HRIFT SHOP VALUEB 12/21/09 VAR. PURCHASE 700. ~HRIFT SHOP VALUEc0,E

! .0',. i,HPa~U:1 P a r t la lln le rn ts a n d R e st r ic te d U s e P ro pe rt y C o m ple te l in e s 2 a t h ro ug h 2 e If y ou g a ve le ss t h a n a n e n ti r e in te re s t in a p ro p er t y l i s te d in P a rt I . C o m p le tel in e s 3 a th ro u gh 3 c I I c on d it io n s w e re p la c e d o n a c on tr ib u tio n l is te d In P a rt I ; a ls o a tta ch th e r e q u i r e d s ta te m e nt ( s ee in s t r u c l lo n s) .2. E n te r th e le t te r f r o m P a r t I t h a t Id e n t i f ie s th e p r o p e r t y fo r W hic h y ou g a v e l e s s th a n a n e n t i r e In te re s t ~ _

If P a rt I I a p p l ie s t o m o re t h a n o n e p ro p er t y , a tta ch a s ep a ra te s ta te m e n t .b T o ta l a m o un t c la im e d a s a d ed uc t io n fo r t h e p ro pe rt y l i s te d In P a r t I : (1) F o r th is ta x y e a r ~ - - , _

( 2 ) F o r a n y p r io r ta x y e a r s ~ _e N a m e a nd a d d re ss o f e a c h o rg an iz a t io n to w h ic h a ny s uc h c on tr ib u t io n w a s m a de In a p rio r y ea r ( c om p le te o n ly I f d i f f e re n t f r o m t h e

d o n e e o rg a n iz a tio n a b o ve ) :Namo o f o h a r l t a b l . o r g a n i z a t i o n d o n e e )A d l k e s s ( n u m b e r ,. ". eet , a n d r o o m o r su it . n o , )Olty o r t o w n . a t. t. , a n d ZI P o o d .

d F o r ta n g ib le p ro p e r t y , e n t e r t h e p la c e w h e r e t h o p ro p e r t y is lo c a te d o r k e p I ~ _e N a m e o f a n y p e r s on , o th e r th a n th e d on e e o rg an iz a t io n , h a v in g a c tu a l p o s se ss io n o f t h e p ro p e rt y ~------"--------r---'--

S a Is t h ere a r e st r ic t io n , e ith e r te m po ra ry o r p erm a n en t, o n t h e d on ee 's r ig h t to u se o r d is p os e o f t h e d on a te d p ro pe rt y ? " . " " " " . " " " " , , " , , . . , , .. . . . .b D id y ou g iv e to a n y on e ( o th e r th an th e d on e e o rg an iz a t io n o r a no th e r o rg an iz a t io n p a r t ic ip a t in g w ilh

th e d o ne e o rg a niz a t io n I n c oo p er a tiv e f u n dr a is ln g ) th e r ig h t to t h e in c o m e f r o m th e d o na te d p 'r o p er t y o rto th e p o ss e ss io n 0 1 t h e p ro p er t y , In c lu d in g t h e r ig h t to v o te d o na te d s e c u r i t ie s , t o a c q u ir e th ep ro p er t y b y p u rc ha s e o r o th e rw is e , o r to d e S ig n at e th e p e rs on h a vin g s u c h In c o m e , p o ss e s s io n , o r r ig h tto a c q u ir e ? , . _ . " , . , _ , , _ __ _ " . . " . . ," " " " " " ' ' ' , . , . " _ . , . , , , .. ,. " , . . " , . , . " . . ', . " . " , , , , , , , , . , , , , . . ,, , . . ,, , , . , . , , , , . , . , . _ " " " " , . , ' ' ' , . ,c I s t h e r e a re s t r ic t io n t h e d o n a te d fo r a u s e ?

LHA F o r P a p e r w o J l( R e d u c t io n A c l N o t ic e , s e e 8 e p a r a te in 8 t r u c t io n s . F o rm 8283 ( R e v ! 12-2006)911Xl31 04.24-09

4100412 745960 54742 132009.03041 BIDEN JR ...JOSEPH R 54742 1


12/34

JOSEPH R BI DEN JR. & JI LL T BI DENFORM 1040 PENSI ONS AND ANNUI TI ES STATEMENTOFFI CE OF PENSIONSAMOUNT RECEI VED THIS YEARNONTAXABL E AMOUNTCAPI TAL GAIN DI STRI BUTI ON REPORTED ON SCH D

TOTAL I NCL UDED I N FORM 1040, L I NE 16B

20430411 745960 54742 142009.03040 BI DEN JR . JOSEPH R STATEMENT(S) 154742 1

1


13/34

JOSEPH R BIDEN JR. & JILL T BIDEN

FORM 1040 SOOIAL SECURITY BENEFITS WORKSHEET 'STATEMENT

CHECK ONLY ONE BOX:A. SINGLE, HEAD OF HOUSEHOLD, OR QUALIFYING WIDOW(ER)X B. MARRIED FILING JOINTLYC. MARRIED FILING SEPARATELY AND LIVED WITH YOUR SPOUSEAT ANY TIME DURING 2009D. MARRIED FILING SEPARATELY AND LIVED APART FROM YOUR SPOUSEFOR ALL OF 20091. ENTER THE TOTAL AMOUNT FROM BOX 5 OF ALL YOURFORMS SSA-1099 AND RRB-1099. ALSO, ENTER THIS AMOUNT ONFORM 1040, LINE 20A. . . . . . . . . . .. IF YOU CHECKED BOX B: TAXPAYER AMOUNT 27,923.SPOUSE AMOUNT 2. ENTER ONE HALF OF LINE 1 . . . . . . ...3. ADD THE AMOUNTS ON FORM 1040, LINE 7, 8B, 9A, 10 THRU'14,15B, 16B, .17 THRU 19, 21 AND SCHEDULE B, LINE 2. DO NOT

INCLUDE ANY'AMOUNTS FROM BOX 5 OF FORMS SSA-1099 OR RRB-10994. ENTER THE AMOUNT OF ANY EXCLUSIONS FROM FOREIGN EARNEDINCOME, FOREIGN HOUSING, INCOME FROM U.S. POSSESSIONS,OR INCOME FROM PUERTO RICO BY BONA FIDE RESIDENTS OFPUERTO RICO THAT YOU CLAIMED . . . . . . . .5. ADD LINES 2, 3, AND 4. .' . 6. ADD THE AMOUNTS ON FORM 1040, LINES 23 THROUGH LINE 32,AND ANY WRITE-IN ADJUSTMENTS YOU ENTERED ON THE DOTTEDLINE NEXT TO LINE 36. . . .......7. SUBTRACT LINE 6 FROM LINE 5 ......8. ENTER: $25,000 IF YOU CHECKED BOX A OR D,' OR$32,000 IF YOU CHECKED BOX B, OR$-0- IF YOU CHECKED BOX C .........9. IS THE AMOUNT ON LINE 8 LESS THAN THE AMOUNT ON LINE 7?,[ ] NO. STOP. NONE OF YOUR SOCIAL SECURITY BENEFITS ARETAXABLE. ENTER -0- ON FORM 1040, LINE 20B. IF YOU AREMARRIED FILING SEPARATELY AND YOU LIVED APART FROM YOURSPOUSE FOR ALL OF 2009, BE SURE YOU ENTERED 'D' TO THERIGHT OF THE WORD "BENEFITS" ON LINE 20A.[X] YES. SUBTRACT LINE 8 FROM LINE 7 ....10. ENTER $9,000 IF YOU CHECKED BOX A OR 0,$12,000 IF YOU CHECKED BOX B$-0- IF YOU CHECKED BOX C . . . . .11. SUBTRACT LINE 10 FROM LINE 9. IF ZERO OR LESS, ENTER -0-.12. ENTER THE SMALLER OF LINE 9 OR LINE 10 . . .13. ENTER ONE HALF OF LINE 12. . . . .14. ENTER THE SMALLER OF LINE 2 OR LINE 13 ..15. MULTIPLY LINE 11 BY 85% (.85). IF LINE 11 IS ZERO, ENTER -0-16. ADD, ;LINES 14 AND 15. . . . " . . . . . .17. MULTIPLY LINE 1 BY 85% (.85) . . . . ..18. TAXABLE BENEFITS. ENTER THE SMALLER OF LINE 16 OR LINE 17* ALSO ENTER THIS AMOUNT ON FORM 1040, LINE 20B

20430411 745960 54742 152009.03040 BIDEN JR., JOSEPH R

27,923.

13,962.

309,447.

323,409.

O.323,409.

32,000.

291,409.

12,000.279,409.12,000.6,000.6,000.237,498.243,498.23,735.23,735.

STATEMENT(S) 254742 1

2


14/34


STATEMENT 3ORM 1040 STATE AND LOCAL INCOME TAX REFUNDS

2008 2006

DELAWAREGROSS STATE/LOCAL INC TAX REFUNDSLESS: TAX PAID IN FOLLOWING YEAR 631.31.

NET TAX REFUNDS DELAWARE 600.

TOTAL NET TAX REFUNDS 600.

2007

20430411 745960 5474216

2009.03040 BIDEN JR., JOSEPH R STATEMENT(S) 354742 1


15/34

. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~JOSEPH R BIDEN JR. & JILL T BIDEN

FORM 1040 PERSONAL EXEMPTION WORKSHEET STATEMENT

IS THE AMOUNT ON FORM 1040, LINE 38, MORE THAN THE AMOUNT SHOWN ON LINE 4BELOW FOR YOUR FILING STATUS?NO. STOP. MULTIPLY $3,650 BY THE TOTAL NUMBER OF EXEMPTIONS CLAIMED.ON FORM 1040, LINE 6D, AND ENTER THE RESULT ON LINE .42.YES. CONTINUEMULTIPLY $3,650 BY THE TOTAL NUMBER OF EXEMPTIONS CLAIMEDON FORM 1040, LINE 6D . . . . . . . . ..ENTER THE AMOUNT FROM FORM 1040, LINE 38 . . 333,182.ENTER THE AMOUNT FOR YOUR FILING STATUS 250,200.SINGLE $166,800MARRIED FILING JOINTLY OR WIDOW(ER) $250,200MARRIED FILING SEPARATELY $125,100HEAD OF HOUSEHOLD $208,500SUBTRACT LINE 4 FROM LINE 3 . . . . . IS LINE 5 MORE THAN $122,500 ($61,250 IFMARRIED FILING SEPARATELY)?[ ] YES. MULTIPLY $2,433 BY THE TOTAL NUMBEROF EXEMPTIONS CLAIMED ON FORM 1040,LINE 6D. ENTER THE RESULT HERE ANDON FORM 1040, LINE 42. DO NOTCOMPLETE THE REST OF THIS WORKSHEET.DIVIDE LINE 5 BY $2,500 ($1,250IF MARRIED FILING SEPARATELY). IFTHE RESULT IS NOT A WHOLE NUMBER,INCREASE IT TO THE NEXT WHOLENUMBER (FOR EXAMPLE, INCREASEo 0 0 0 4 TO 1) MULTIPLY LINE 6 BY 2% (.02) AND ENTER THE RESULTAS A DECIMAL . . . . . . . . .MULTIPLY LINE 2 BY LINE 7 . . . DIVIDE LINE 8 BY 3 . . . .

1.

2.3.4.

5.6. 82,982.

[Xl NO.

7.

8.9. . ..10. SUBTRACT. LINE 9 FROM LINE 2. TOTAL TO FORM 1040, LINE 42.

20430411 745960 54742 . 172009.03040 BIDEN JR., JOSEPH R

7,3.00.

34.0.684,964.1,655.


4


16/34


STATEMENTORM 10402008

TAXABLE STATE AND LOCAL INCOME TAX REFUNDS2007

NET TAX REFUNDS FROM STATE.ANDLOCAL INCOME TAX REFUNDS STMT.LESS:REFUNDS-NO BENEFIT DUE TO AMT-SALES TAX BENEFIT REDUCTION

600.600.

1 NET REFUNDS FOR RECALCULATION2 TOTAL ITEMIZED DEDUCTIONSBEFORE PHASEOUT3 DEDUCTION NOT SUBJ TO PHASEOUT4 NET REFUNDS FROM LINE 1

62,710.

5 LINE 2 MINUS LINES 3 AND 46 MULT LN 5 BY APPL SEC. 68 PCT7 PRIOR YEAR AGI8 ITEM. DED. PHASEOUT THRESHOLD

62,710.16,723.269,256.159,950.9 SUBTRACT LINE 8 FROM LINE 7(IF ZERO OR LESS, SKIP LINES10 THROUGH 15, AND ENTERAMOUNT FROM LINE 1 ON LINE 16)10 MULT LN 9 BY APPL SEC. 68 PCT11 ALLOWABLE ITEMIZED DEDUCTIONS(LINE 5 LESS THE LESSER'OFLINE 6 OR LINE 10)12 ITEM DED. NOT SUBJ TO PHASEOUT

109;306.

1,093.61,617.

13A TOTAL ADJ. ITEMIZED DEDUCTIONS13B PRIOR YR. STD. DED. AVAILABLE14 PRIOR YR. ALLOWABLE ITEM. DED.

61,617.12,950.61,617.15161718192021

SUBTRACT THE GREATER OF LINE13A OR LINE 13B FROM LINE 14TAXABLE REFUNDS(LESSER OF LINE 15 OR LINE 1)ALLOWABLE PRIOR YR. ITEM. DED.PRIOR YEAR STD. DED. AVAILABLE 61,617.12,950.SUBTRACT LINE 18 FROM LINE 17LESSER OF LINE 16 OR LINE 19PRIOR YEAR TAXABLE INCOME

48,667.201,199.

22 AMOUNT TO INCLUDE ON FORM 1040, LINE 10 .* IF LINE 21 IS -0- OR MORE, USE AMOUNT FROM LINE 20* IF LINE 21 IS A NEGATIVE AMOUNT, NET LINES 20 AND 21STATE AND LOCAL INCOME TAX REFUNDS PRIOR TO 2006TOTAL TO FORM 1040, LINE 10

20430411 745960 54742 182009.03040 BIDEN JR., JOSEPH R

2006

o.

o .


5


17/34

JOSEPH R BIDEN JR. & JILL T BIDEN-FORM 1040 REFUNDS ATTRIBUTABLE TO EST. TAX PAID FOLLOWING YR STATEMENT" 6

AMOUNT SUBTRACTED2008 STATE REFUND FROM TAXABLE REFUNDDELAWARESTATE TAX PAID IN FOLLOW YEAR 580.-------xTOTAL" STATE TAX PAID 2008 11,795. 631. = 31.

FORM 1040 WAGES RECEIVED AND TAXES WITHHELD 'STATEMENT 7

FEDERAL STATE CITYT AMOUNT TAX TAX SDI FICA MEDICARES EMPLOYER'S NAME PAID WITHHELD WITHHELD TAX W/H TAX TAXT UNITED STATES SENATE 218,274. 48,345. 15,255. 6,622. 3,165.T WIDENER UNIV 2,050. 141. 68. 127. 30.S STATE OF DELAWARE 13,653. 2,598. 701. 864. 202.S NORTHERN VIRGINIACOMMUNITY COLLEGE 42,"486. 5,169. 2,635. 616.TOTALS 276,463. 56,253. 16,024. 10248. 4,013.

20430411 745960 54742 19 STATEMENT(S) 6, 72009.03040 BIDEN JR .. JOSEPH R 54742 1


18/34

JOSEPH R BI DEN JR. & JIL L T BI DENFORM 1040 EXCESS SOCIAL SECURI TY TAX WORKSHEET STATEMENT

TAXPAYER SPOUSE1. ADD ALL SOCI AL SECURI TY TAX'WITHHEL D BUT NOT MORETHAN $6,621.60 FOR EACH EMPLOYER (THIS TAX SHOUL DBE SHOWN IN BOX 4 OF YOURW-2 FORMS). ENTER THETOTAL HERE . . . . . . . . . 3,499.2. ENTER ANY UNCOL L ECTED SOCI AL SECURI TY TAX ON TI PS ORGROUP-TERM L I FE I NSURANCE I NCL UDED I N THE TOTAL ONFORM 1040, L I NE 60 . . . . 3. ADD L INES 1 AND 2 6,749.

6,622.3,499.6,622.

... . . . . . . . . .4. SOCI AL SECURI TY TAX L I MI T ...5. SUBTRACT L INE 4 FROM LI NE 3. EXCESS SOCI AL SECURI TY

TAX I NCL UDED IN FORM 1040, L INE 69. ... 127. o.FORM 1040 STATEMENTEDERAL I NCOME TAX WITHHEL DTS D ESC RI PT IO N AMOUNTT UNITED STATES SENATET WI DENER UNI VS STATE OF DELAWARES NORTHERN VI RGI NIA COMMUNI TY COL LEGES OFFI CE OF PENSI ONST WI THHOLDI NG FROM FORM 1099-SSATOTAL TO FORM 1040, L I NE 61

48,345.141.2,598.5,169.2,343.6,981.

65,577.

SCHEDUL E A STATE AND LOCAL INCOME TAXES STATEMENT 10DESCRIPTION AMOUNTOFFICE OF PENSI ONSUNITED STATES SENATEWI DENER UNI V$TATE OF DELAWAREDEL AWARE PRIOR YEAR ESTI MATE PAYMENTS - TAXPAYERDEL AWARE PRI OR YEAR ESTI MATE PAYMENTS - SPOUSEREDUCTI ON OF STATE TAX DEDUCTI ON - STATE REFUNDS

1,145.15,255.68.701.290.290.-31.

TOTAL TO SCHEDULE A, LI NE 5 17,718.

20430411 745960 54742 20 STATEMENT(S) 8, 9, 102009.03040 BIDEN JR .. JOSEPH R 54742 1

8

9


19/34


SCHEDULE A CASH CONTRIBUTIONS STATEMENT 11

DESCRIPTION AMOUNT50% LIMITNATIONAL GUARD SUMMER CAMPWESTMINSTER PRESBYTERIANBRAIN TUMOR ASSOCIATIONU OF PENNWELLNESS COMMUNITYBIDEN BREAST HEALTH INITIATIVEGREATER PHILA CULTURAL ALLIANCEALS ASSOCIATION OF GREATER PHILADELPHIAKELLY-HEINZ GRUDNER BRAIN TUMOR FOUNDATIONJEWISH FEDERATION OF DELAWAREST. FRANCIS FOUNDATIONCLINTON/BUSH HAITI RELIEFPARTNERS IN HEALTH HAITI RELIEFUNITED WAY

500.340.300.300.100.300.200.300.300.100.140.500.500.40.SUBTOTALS 3,920.TOTAL TO SCHEDULE A, LINE 16

AMOUNT30% LIMIT

3,920.

20430411 745960 54742 21 STATEMENT(S) 112009.03040 BIDEN JR., JOSEPH R 54742 1


20/34

JOSEPH R BIDEN JR. &'JI LL T BIDEN,SCHEDULE A I TEM IZED DEDU CT IONS W ORKSHEET STATEMENT 12

8.9.10.11.12.

1.2.

ENTER THE TOTAL OF THE AMOUNTS FROM SCHEDULE A, L INES 4,9,15,19,20,27, AND 28 ............ENTER THE TOTAL OF THE AMOUNTS FROM, SCHEDULE A, L INES 4,14, AND 20, PDUS ANY GAMBL ING AND CASUALTY OR THEFTLOSSES INCLUDED ON L INE 28. . . . . . . IS THE AMOUNT ON L INE'2 LESS THAN THE AMOUNT ON L INE 11IF NO, YOUR DEDUCTION IS NOT L IMITED. ENTER THE AMOUNTFROM L INE 1 ABOVE ON SCHEDULE A, L INE 29.IF YES, SUBTRACT 'L INE 2 FROM L INE 1 ....MULTIPLY L INE 3 BY 80% (.80). . .'. . . .ENTER THE AMOUNT FROM FORM 1040, L INE 38 .ENTER: $166,800 ($83,400 IF MARRIED FI L INGSEPARATELY) . . . . . . . IS THE AMOUNT ON LINE 6 LESS THAN THE AMOUNTON L INE 5?IF NO, YOUR DEDUCTION IS NOT L IMITED. ENTERTHE AMOUNT FROM L INE 1 ABOVE ON SCHEDULE A,L INE 29. 'IF YES, SUBTRACT LINE 6 FROM L INE 5 .MULTIPLY LINE 7 BY 3% (.03) ..ENTER THE SMAL LER OF L INE 4 OR L INE 8 . , ,DIVIDE L INE 9 BY 1.5 .... , .SUBTRACT L INE 10 FROM LINE 9 . , . .

3.

4.5.6.52,966.333,182.

166,800.7.

" . 166,382.4,991.TOTAL ITEMIZED DEDUCTIONS. SUBTRACT L INE 11 FROM LINE LENTER THE RESULT HERE AND ON SCHEDULE A, L INE 29 ...,

66,207,O.

66,207.

4,991..3,327.1,664,64,543.

20430411 745960 54742 22 STATEMENT(S} 122009.03040 BIDEN JR .. JOSEPH R 54742 1


21/34


EXEMPTION WORKSHEET STATEMENT 13ORM 6251

1 ENTER: $46,700 IF SINGLE OR HEAD OF HOUSEHOLD; $70,950 IFMARRIED FILING JOINTLY OR QUALIFYING WIDOW(ER); $35,475IF MARRIED FILING SEPARATELY .....2 ENTER YOUR ALTERNATIVE MINIMUM TAXABLE INCOME(AMTI) FORM 6251, LINE 29 . . . . . . . 298,013.3 ENTER: $112,500 IF SINGLE OR HEAD OF HOUSEHOLD;$150,000 IF MARRIED FILING JOINTLY ORQUALIFYING WIDOW(ER); $75,000 IF MARRIEDFILING SEPARATELY. . 150,000.4 SUBTRACT LINE 3 FROM LINE 2. IF ZERO OR LESSENTER -0- . . . . . . . . . . . . 148,013.

5 MULTIPLY LINE 4 BY 25% (.25). . . . . ...6 SUBTRACT LINE 5 FROM LINE 1. IF ZERO OR LESS, ENTER -0-. IFANY OF THE THREE COND~TIONS UNDER CERTAIN CHILDREN UNDERAGE 24 APPLY TO YOU, COMPLETE LINES 7 THROUGH 10.OTHERWISE, STOP HERE AND ENTER THIS AMOUNT ON FORM 6251,LINE 30, AND GO TO FORM 6251, LINE 31 .7 MINIMUM EXEMPTION AMOUNT FOR CERTAiN CHILDREN UNDER AGE 24 8 ENTER YOUR EARNED INCOME, IF ANY ...9 ADD LINES 7 AND 8 . . . . . . . . '. . .10 ENTER THE SMALLER OF LINE 6 OR LINE 9 HERE AND ON FORM 6251,LINE 30, AND GO TO FORM 6251, LINE 31 ......

70,950.

37,003.

33,947.

20430411 745960 54742 23 STATEMENT(S) 132009.03040 BIDEN JR .. JOSEPH R 54742 1


22/34

R DELAWARE IN DIV ID UA L R ES ID EN TIN COM E TAX RETURNFORM 2 00 0 1~r o ~ ~ ~ ~ - - ~ ~ - - ~ ~ ~ ~ ~ - - ~ ~ ~~~:=:'=~~----~~--=---~-----li ~j~

wff i 9 b .:t:~ 10.c:f 2 11.(\j 12 .;l:~ 13 .~ 14 .I-' 15 .(J) 16 .

17 .18 .

942001lH9~9

b.

I f y o u e le c t t h e D E L A W AR E S TA N D A R D D E D U C T IO N c h e c k h e r e .F il ln o S la lu ao a 1 ,3 & 5 E nler $3 25 0 I n C o lum n B F iling Sia lus 4 E nt . . $3 25 0 In Colum n A and In Colum n BF illn o S ta lu . 2 E nler $ 05 00 In C olum n BIf e le c t th e D E L AW A R E IT EM iZ E D D E D U C T IO N S c h ec k h er e . . . . . 8..... 00

3 . A D D IT IO N A L S T AN D A R D D E D U C T IO N S (N o l A l lo w ed w ith i t e m iz ed D e du c l lo n . le e In lt r u c l lo n s )C H E C K B O X ( E S ) C o lu m n A -I f S P O U S E w a s C o lu m n B I f Y O U w e re

B l i n d 0l i n d 0

6.7.

T ax L ia b i l i t y f r o m T ax R a te T a b le /S ch ed u le . .T a x o n L um p S u m D is tr ib u t io n (F o rm 3 2 9 ) L-------L..-------:-t-!..-I------:=--::-::-::--,---:-::--::;-:;-;:-i

9 a .P E R S O N A L C R E D IT S I I y o u O f. F iling S la tu . 3 , s ee In .lru ollon B.lly ou u . . F llln gS \alus 4 , e nte r th o to ta l foreaehE n te r n um b e r o f e xe m p tio n s c la im e d o n F e de ra l r e tu rn _ _ 2_ x $110 ..O n L in e 9 a, e n te r th e n um b e r o f e x e m p tio ns f o r: C o lu m n A rn C o lu m n B rnC H E C K D O X ( E S ) S p o u se 60 o r o ve r ( C o lu m n A ) 0 S e l f 60 o r o ve r ( C o lu m n B ) 00E n te r n um b er o f b o xe s c h ec k ed o n L in e 9 b . _ _ 1 _ x $110 9 b 1-----:---:-=:=-1-----=..::.:'-'-1Ta x Im p os e d by StatB 01 STMT 1. (M ust a tta ch co py o ID E S che dule I a nd otho r s t.t. re tu m) 10 1----~J-"!!..!.~4-------_,V ol. Flref ighler Co. , - s pouse (Colum n A) Soli (Colum n B) ent orod lt am ounl 11O t h er N o n -R e fu n d a b le C r e d i t s ( se e In s tr uc tio n s ) 12C h ild C a re C r e d it . M U l l a tt a o h F o rm 2 4 41 . ( E n le r 50% o f F e d e r a l o r e d l t ) . .E a r n e d In c o m e T a x C re d i t . S e e In 8 t r u o l lo n 8 o n P a g e 8 f o r A L L re q u i r e d d o o u m en la t lo n .T o ta l N o n -R e fu n da b le C r e d it s . A d d L in e s 9 a , 9 b , 10 , 1 1, 12 , 13 & 14 a n d e n te r h e r e .B A L AN C E . S u b t r a c t L in e 15 f r o m L In e 8. I f L i n e 15 '~=~~~~C!.!!J!-L.l~1!-'::::"""::'~:-'-"t_.l.!:~--~.L.:!!.~~---"'-''-L.:''-'!-~D e la w a re T a x W i th h e ld ( A tt a c h W 2 8 1 1 09 9 s) . . . . . . .2 00 g E ;tl ma tG d T ax P aid & P ay me nt. . w ith E xte ns io nsS C o rp o ra t io n P a ym e n ts F o rm 1 1 00 S /A -1

A M O U N T O F L IN E 22 T O B E A P P L IE D T O 2 0 1 0 E S T IM A T E D TAX A C C O U N T E N T E R ~ ~-l--------lP E N A LT IE S A N D IN T E R E S T D U E , If L i n e 21 I s g re a te r th a n $400, s e e e s t im a t e d lax I n s t r u c t io n s E N T E R ~ ~4--------iN E T B AlA N C E D U E ( F o r f I I l n o S l a 1 1 l 4 , I I I l n l ~ u C l l o n l , P 1 g I 9 ) F o r II o t h er fi S n o 1 ~ lu U I , I n ll f L i n e 21 p l u l L i n es 2 3 1 n ~ 2 5 P A Y IN F U LL ~ 1-=-4-----:---:::-:--=--1N E T R E F U N D (F o r F i l in g S ta tu s 4 , s e e I n s t r u c t io n s , P a g e 9 ) Z E R O D U E I T O D E R E F U N D E D ~ L...!:!~ --'~~~F o r a ll o th e r f i l in g s ta tu se s , s ub tr a c t L in e s 2 3 , 2 4 a nd 2 5 f r o m L in e 2 2


23/34

2 0 0 9 DELAWARE RESIDENT FORM 2 0 0 0 1 , PAGE 2- C O L U M N S : C o lu m n A I s r e s er v e d fo r th e s p ou s e o llh o se c o up le s c ho o s in g I I I ln g 8 1 a t u s 4 . ( R e c on c ile y o ur F e d e r a l to ta ls to I h e a p p ro p ria te In d lv ld u a l ..S e eI n st ru c t io n s . ) T a x p a y e r s u s i n g I ll i n g s t a tu s e s 1,2,3, o r 5 a r e t o c o m p le te C o lu m n B o n l y .

3 2 . S u b t o t a l . A d d L In e s 2 8 a n d 3 1 : . . IS E C T IO N B S U B T R A C T IO N S ( - )3 3 . I n t e r e s t r e c e i v e d o n U . S . O b l ig a t l o n s . . .. . .. . .. . .. . .. . .. . .. . .. . .. . .. . .. . .. . .. . .. . .. . .. . .. . .. . .. . 3 33 4. P en s lo n /R e t l r e m o n t E xc lu s io n s ( F or a d e f in i t io n o f e lig ib le In co m e , a e e I n s t r u o t lo n s) 3 435 . D e l a w a r e S t a ,e t i l l< r e fu n d , D e l a w a r e L o t t e ry , l id u c la r y a d j u s tm e n t , w o r k o p p o r tu n i t y t a x c r e d it ,

T ra v e l ln k P ro gr a m , D e la w a r e N O L C a r r y f o r w a r d . - p le a se s e e I n s t r u c t lo ns . . . . . . . . . . . 3 53 6 . T a xa b le S o c S e clR R R e ti r e m e nt B o no fi t s lH lg h e r E d uo . E x c V C e rta ln L um p S u m D is t. ( S ee I n s l r . ) * 3 63 7 . S U B T O T A L . A d d L in e s 3 3 ,3 4 ,3 5 a n d 3 .6 a nd e n to r h e re "'fi~";'''I'I'i''r' "S.T~T,.. . " 1 3 73 8. S ub to ta l. S u b tr a ct l in e 3 7 f r o m l in e 3 2 I . _7 _11_ '. 2 20 _3 24 '.3 83 9 . E xc lu s io n f o r c e r t a in p e r s o n s 6 0 a n d o v e r o r d ls a b la d ( S ~e I n s l r u c t lo n s ) : . . . . . . . . . . . . . . . 3 940 . T O T A L - A d d L in e s 3 7 a nd 3 9 404 1 . D E L AW A R E A D JU S T E D G R O S S IN C O M E . S u b t r a c t L in e 4 0 f r o m l in e 32 , Enlerh.,. andon Page 1, U n. 1 4 1S E C T IO N C I T E M IZ E D D E D U C T I O N S(M U S T A T T A C H F E D E R A L S C H E D U L E A ) If C o lu m n s A a nd B a re u se d a nd y o u a r eu n a b l e 1 0 s p e o l f i c a l l y a l l o c a t e d e d u o llo n s b e tw e e n s p o u se s , y o u m u s t p ro ra te In a c oo rd a no e w i th I n c om e .42 . E n t er t o ta l I te m i ze d D e d u c tio n s I ro m S c h e d u le A , F e d e ra l F o rm 1 0 4 0 ,L 1 n o 29 S .W . M r ; r . ~ . 4 24 3 . E n te r F o re ig n T a x e s P a i d ( S e e I n s tr U c t io n s ) 4 34 4 . E n t o r C h a r i t a b le M i le a g e D e d u c t io n (S e e I n s t r u c t lo n s ) 4 445 . S U B T O TA L . - A d d L in e s 4 2 , 43 , a n d 44 a n d e n t e r h e r e ; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 454 6 a . E n t e r S t ~ te I n c o m e T a x I n c lu d e d I n L In e 4 2 a b o v e ( S e e ln s f r u c t lo n s ) 4 6 a4 6 b . E n t e r F o rm 7 0 0 T a x C r e d i t A d ~ s tm e n t ( S e e I n s t r u c U o n s ) 4 6 b4 7 . T O T A L - S ub tr a ct L in e 4 6 a a n d 4 6 b f r o m L in e 4 5 . E n to r h e re a n d o n P a ge 1 , LillO 2 ( S e e I n s lr u c tio n s ) 4 7S E C T IO N D - D I R E C T D E P O S IT IN F O R M A T I O N If y o u w o u ld l ik e y o u r r e fu n d d e p o s i t ed d lr eo t ly toy o ur c h ec k in g o r s a v in g s a c c o un t, c o m p l e t e b o x e s 8, b , c a n d d b e lo w . S e o I ns tr u ct f on s fo r d e ta il s .

a . R o u tin g N u m b e r ' b. T y p e : Dh e o k l n g Da v i n g sc . A c co u n t N u m b e r

M O D I F IC A T IO N S T O F E D E R A L A D JU S T E D G R O S S IN C O M ES E C T IO N A - A D D I T IO N S (+ )28 . E n tin F e d er a l A G I a m o u n t f r o m F e d er a l 1 0 4 0 , L i n e 3 7 ; 1 0 4 0A , L i ne 2 1 ; o r 1 0 4 0E Z ; l in e 42 9 .3 0 .31.

I n te r es t o n S t a t e & L o c a l o b l ig a t io n s o t h e r th a n D e la w a r e . . . . 2 9F i d u c i a ry a d j u s tm e n t , 0 1 1 d e p le t io n . . . . . 3 0T O T A L - A d d L i n e s 2 9 a n d 3 0 3 1. , , .

89.111.1 244.071 . 1 32

Y e s 0o. 1. thler.fund gotn'gto orIhroughon 8coounllhall.'ooalod out~'d. ofthe Unlt.d Slol,.?N o t e : lIyovrrolund 18

F I l i n g S t a t u s 4 D N LY A l l o t h o r f il in g s ta t u s e sS p o us e I n fo rm a tio n o u o r Y o u p lu s. S p ou seC O L U M N A C O L U M N a28 8 9 ,111.1 244.071.1

2 000. 12.-23 735.2 000. 23.747.

2 000. 23.747.87 111. 220 324.26 366. 3 8 '17 7.26 366. 38 177.2 068. 15 205.24298. 22 972.

D ATE O F D EA THC o l u m n A C o l u m n BSPOUSE TAXPAYER'/ I I /

Veal y....onth Oo y

If a a p p e a r s u p p e r c o r n e r p a g e to o n eM A KE C H E C K S P A Y A B LE A N D M A IL T O : D E L AW A R E D IV IS IO N O F R E V E N U E ,P .O . B O X 8 7 6 3, W I L M IN G TO N , D E L AW A R E 1 98 99 8 76 3M A I L R E F U N D D U E R E TU R N ST O : D E L AW A R E D IV IS IO N O F R E V EN U E , P .O . B O X 8 7 1 0 , W IL M IN G T O N , D E L A W AR E 1 98 9 9 -8 7 1 0M A i l Z E RO D U E R E T U R N ST O : . D E L A W A R 6 D IV IS IO N O F R E VE N U E , P .O . B O X 8 7 1 1 W IL M IN G T O N , D E L A W A R E 1 9 8 9 9 8 7 1 1If a 2 0 b a rc od e ( b la c k a n d w h it e b o x) D O E S N O T a p p ea r I n th e u p pe r r ig h t h a n d c o r n e r o f p a g e '1 o f th s lo rm , s en d t h e r e tu rn t o o n e o f the f o llo w i n g a d d r e s se s :M A K E C H E C K S P A Y A BL E A N D M A I L T O : D E L A W A R E D IV IS IO N O F R E V E N U E ,P .O . B O X 6 0 8 ~ W I L M IN G T O N l.D E L A W A R E 19 8 9 9 0 60 8M A I L R E F U N D D U E R E T U R N ST O : O E L A W A R E D IV IS IO N O F R E V E N U E P .O . B O X 8760 W I L M IN G T O N D E L A W A R E 1 9 8 9 9 8 7 6 5M A I L Z E RO D U E R E TU R N ST O : D E L A W A R E D V IS IO N O F .R E V E N U E : P .O . B O X 8 7 1 1 : W IL M IN G T O N : D E L A W A R E 19 8 9 9 - 8 7 t 1M AKE C HEC K P AYA BLE TO : D ELA WAR E D IV ISIO N O F R EV EN UE

P LE AS E R EMEMBE R T O A TT AC H A PP RO PR IA TE S UP PO RT IN GSC HED ULE S W HE N FILIN G Y OU R R ETU RN~~~~~.19R e v 10/21/09) (V E NDOR 10 # 1 0 1 9 )


24/34

2009 DELAWARE RESIDENT SCHEDULESName(s): JOSEPH R BIDEN JR. & JILL T BIDEN SocIal Security Number: __

COLUMNS: Column A isreserved for the spouse of those couples choosing fil ing status 4. (Reconcile your Federal totals to the appropriateindividual. See Page 9 worksheet.) Taxpayers using filing statuses 1, 2, 3, or 5 are to complete Column B only.

DE SCHEDULE I CREDIT FOR INCOME TAXES PAID TOANOTHER STATESee the Instructions and complete the worksheet on Page 7 prior to completing DE Schedule I.

Filing Status 4 ONLYSpouse InformationCOLUMNA

All other filings statusesYou or You plus SpouseCOLUMN B

Enter the credit In HIGHEST to lOWEST amount order.1. Tax imposed by State of V A (enter 2 character state name) _._ ..2. Tax imposed by State of __ (enter 2 character state name) _.3. Tax Imposed by State of __ (enter 2 character state name) ..4. Tax Imposed by State of __ (enter 2 character state name) .5. Tax Imposed by State of __ (enter 2 character state name) .6. Enter the total here and on EZ Return, line 10 or Resident Return, Line 10. You must

j l l - - - " - - -1 _ , 4 7 - t - - 7' 1 - - - - - 161~ ~ 1 ~ c ~ 4 ~ 7 7 ~ . ~ I ~ttach IIoOPYof the other state return(s) with your Delaware tax return

DE SCHEDULE II EARNED INCOME TAX CREDIT (EITC)Complete the Earned Income Tax Credit for each ohlld YOU ClAIMED the Earned Income Credit for on your federal return.

CHILD 1 CHilD 2 CHILD 3QUalifying Child Information

~~~::::~~.~~~~~~~.~~~~~~.I-I-------'-~--+-----------t---------___9. Child's Year of Birth .10. Delaware State Income Tax from line 8 (enter higher tax amount from Column A or B) ....... _............................... 10 f---------111. Federal earned Income credit from Federal Form 1040, Line 64aj

Form 1040A, line 41aj Form 1040 EZ, Une 9a 11 1- -112. Delaware EITCPercentage (20%) 12 1- ---!!.20=---l13. Multiply Line 11 byline 12 13 f---------j14. Enter the Smaller of l ine 10 or Une 13 above. Enter here and on EZ Return, Une 11

or Resident Return, Line 14 _............................... 14 '- -'See the Instructions on Page 8for ALL required documentation to attach.DE SCHEDULE III CONTRIBUTIONS TO SPECIAL FUNDSSee Page 13for a description of each worthwhile fund l isted below. ,

K. Mul t . Sc le ros i s S O O ' Ib. O V I rl in G l n c er F u n d f---------jM. 2 1 1 tf u n d f o rC b l dr a n L- ---'

15. A. Non-Game Wi ldl if eB . U.S . OlympicsC. Emergency HousingD . Chl ldroo'un-uutE. areast ClIlloel' EdlJo.

F. Otgan Oonat lon .G . Olabetes Ewe.H. V . te ran e Hom.I. DE Nat iona l


25/34

JOSEPH R BIDEN JR. & JI LL T BIDEN)E 2 00- 01 CREDIT FOR TAX IMPOSED BY OTHER STATE STATEMENT 1l TATE OF VIRGINIA, SPOUSE)ELAWARE AGI (FORM 200-01 OR 200-02, PAGE 1)TIRGINIA ADJUSTED GROSS INCOME)ELAWARE TAX (FORM 200-01 OR 200-02, PAGE 1)~AX IMPOSED BY STATE OF VIRGINIA' PERC ENT AG E F AC TOR" = OTHER STATE'S 'AGI DIVIDED BY DELAWARE AGI= 42,486. I 87,111.' PRO-RATA TA X" = DELAWARE TAX TIMES PERCENTAGE FACTOR= 3,111. X .487723~OUNT OF CREDIT = LESSER OF: (A) DELAWARE TAX(B) TAX IMPOSED BY OTHER STATE(C) PRO-RATA TAX~OUNT OF CREDIT, STATE OF VIRGINIA~OTAL TO FORM 200-01, PAGE 1, LINE 10

87,111.42,486.3,111.1,477..4877231,517.

1,477.1,477.

)E 200-01 SOC SEC/RR RETIREMENT/HIGHER EDUC EXCL/LUMP SUM DIST STATEMENT 2

)ESCRIPTION30CI AL SECURI TY BENEFI TSrOTAL TO FORM DE 200-01, PAGE 2, LINE 36

SPOUSE TAXPAYEROR JOINTo . 23,735.o. 23,735.

STATEMENT(S) 1, 2


26/34

JOSEPH R BIDEN JR. & JIL L T BIDEN)E 200-01 DEL AWARE I TEMI ZED DEDUCTI ON WORKSHEET STATEMENT 3

SPOUSE TAXPAYER TOTALl A. MEDICAL EXPENSES, SCHEDULE A, LINE 4.B. TOTAL TAXES, SCHEDULE A, LINE 9 C. INTEREST PAID, SCHEDULE A, LINE 15D. CONTRIBUTIONS, SCHEDULE A, L INE 19E. CASUAL TY & THEFT, SCHEDULE A, LN 20 F. MISCEL LANEOUS, SCHEDULE A, L INE 27G. OTHER MISC., SCHEDULE A, L INE 28

8,781.15,174.2,860.22,257.15,175.1,960.

31,038.30,349.4,820.

1. TOTAL I TEMIZED DEDUCTIONS . . 26,815 39,392. 66,207.2. ENTER AMOUNT FROM 1040, LN 38 . . 89,11l. 244,07l . 333,182.3. L IMI TED I TEMI ZED DEDUCTI ONSDISSALLOWED. . . . . . . 449 1,215. 1,664.4. TOTAL I TEMI ZED DEDUCTI ON. SUBTRACT

L INE 3 FROM L INE 1. . . . . . . 26,366 38,177. 64,543.~OTAL TO FORM 200-01, PAGE 2, L INE 42 26,366. 38,177.

STATEMENT(S) 3


27/34

SCHEDULE A(Form 1040)FOR DEL AWARE PURPOSESItemized Deductions

~ Attach to Form 1040. ~ See Instruotlons for Schedule A (Form 1040).

MedicalandDental 2Expenses 3Taxes You 5Paid(SeepageM.) 6

78

You Paid(Seepage Ml.)Note.Personalinterest Isnotdeductible.

Gifts toCharity,Ilyou madeag i f t andgol abenelitlor ii,SBe A B .

Caution. Donollnclude expensesreimbursedor paidbyothers.Medical and dental expenses (See page A1.) ..Enter amount from Form 1040, line 38 .Multiply line2 by 7.5% (.075) r ...,._...._----...--iState and local (chec;k only one box):: ~ ~ :~ ::I:::'t::es } !-=-l---=-,:_z,-'-'::":'4Real estate taxes (See page A5.) 1-.l!.-l---""-:


28/34

r

I S T AP LE H ER EI763Check Appl icable Boxes:om on dw R o1u m - C he


29/34

SSNP A R T I A D D IT IO N S T O F E D E R A L A D J U ST E D G R O S S I N O O M E

2 9 In te r e s t o n o b l ig a t io n s o f o th e r s ta te s , e x e m p t f r o m fe d e r a l i n c o m e ta x , b u t n o t s t a te t a x , 2 9 _ _ _ . , ~ _ - t~ O O ! . , _30 O th e r a d d it io n s to fe d e r a l a d j u s te d g r o s s In c o m e a s p r o v id e d In In s t r u c t io n s ( A t t a c h e x p la n a t io n ) , , 30. + "'0"-031 S p e c ia l F ix e d D a t e C o n f or m it y a d d il lo n s ( S e e I n st ru c ti on s ) 31 r 0 " - O32 T O T A L A D D IT IO N S A d d L in e s 29 30 a n d 31 : E n te r h e r e a n d o n L in e 7 o n P a e 1 . 3 2 . 00

P A R T IIS U B T R A C T IO N S F R O M F E D E R AL A D J U S T E D G R O S S IN C O M E (F A G I) . R o a d In s t r u o l lo n 8 .33 . A o e D e du c l io n : E n te r t h e A d ju s te d F e de ra l A d ju s te d G r o s s In c o m e f r o m A g e D e du c l io n W o r k S h e e t, L in e 8, I f a p p l i c a b l e

F o r F il i n g S ta tu s 4 , e n te r s p ou s e 's b ir t h d a te Col . A S po use Col. B - You( a) E n te r b ir th d a te ( Fo r F il in g S t atu s 2 a n d 3 b o th b ir th d a te s a re r e q u ir e d Month Day Yoar Monlh Day Y _e ve n I f o n ly o n e q u ali f i e s fo r a n a g e d e d u cu o n .) . . . . . . . " . . . . . . . . . . . , .. . (8)( b ) E n t e r A g e D e d u c ti on ( S e e I n st ru c ti on s ) . .. .. .. .. .. .. .. .. .. .. .. . , .. .. .. .. .. . (b ) 1 0 0 ~ 1 0 0 .( c ) A d d a m ou n ts o n l in e 3 3 ( b ) a b o ve a nd e n te r t h e to ta l o n th is U n e 3 3 . 0 0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ,3 4 S ta te I n c o m e ta x r e fu n d o r o ve rp a ym e n t c ra d H r e po rt e d a s In c o m e o n y o u r f e d e ra l r e tu rn 3 4 . 0 0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 5 I nc o m e o n o b lig a tio n s o r s e cu r i t i e s o f t h e U . S . e x e m p t f r o m s ta te In c om e ta x e s, b u t n o t f r om f od e ra l t a x . . . . . . . .. . . . . . .. . : .. . .. . . . . . . . 3 5 . 0 036 S o c ia l S e c u r it y a n d e q u lv a le n lT le r 1 R a i lr o ad R e U r e m e n t A c t b e n e fi ts r e po r te d a s t a x ab le In c o m e o n y o u r f e d e ra l r etu rn . . . .. . . . . 36 0 03 7 D i s ab il it y I nc o m e r e po r te d a s w a ge s ( o r p a y m e n ts In l ie u o f w a g e s) o n a c co u nl o f p e rm a n e n t a n d to ta l d is a b il i t y Dp o u s eY ou o an no l c la im a n A ge D ed uo tlo n o n Line 3 3 a n d the d is a b il it y s u b tr a ot lo n . 6 0 e ln 8 lr u ot lo n s . Do u . . . . . . 3 7 . 0 03 6 5,,,., F .., "''' C oofOlm", " b i m o O . " I'"" " . 0 " ' na) . . . . . .. . . . .. . . . . .. . . . . .. . . . .. . . . . .. . . . .. . . . . .. . . . .. . . . . .. . . . . . E . . . . . . . . .. 003 9 O th e r S u b tr a ct io ns ' r e fe r t o th e In st r u ct io n 3 9a E n te r 2 d ig i t c o d e In b o x . . . I 3 9 a . . 0 0b o o k r o r O th e r S u b t r a c t io n C o d e s . 3 9 b E n te r 2 d ig i t o o d e In b o x . . . 3 9 b . 0 0

3 9 c E nte r 2 d ig i t c o d e In b o x . . . . . . 3 9 c . 0 04 0 T O T A L S U B m A C T tO N S rA d d L in es 3 3 th ru 3 9c l. E n te r h e r e a nd o n L ln e9 o n P an e 1 .. ....... 40. 10 0P A R T III- S T A N D AR D D E D U C T IO N (M u s t b e u se d u n le s s i t e m iz ed d e dU c tio n s a ro b e in g c la im e d o n y o u r f e d er a l r e tu rn )0 01 F l ll n n S t a tu s : 1 e $ 3 . 0 0 0 '2 = $ 6 0 0 0 ' 3 o r 4 = $ 3 . 0 0 0 'E n te r h e r e a n d o n L in e 11 o n P a o e 1 _ 0 1 . 1 .

P A R T IV - IT E M IZ E D D E D U O T IO N S ( I f y o u I t o m iz ed d e d u ct io n s o n y o u r f e d ar a l r e tu rn , s e e P a g e 16 o f th e l n s t r u c t l o n s ) 27 0682 T o t a l f a d e ra l lt e m l z e d 'd e d u c t lo n s . .. .. .. .. , . .. .. .. .. .. .. .. .. ; .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. 4 2 . 0 04 3 state a n d lo c a lln c o m a ta xe s c la im e d o n S c he d ule A (see I n s t r u c t i o n s II y o u r f e d e r al i t e m iz e d d e d uc tio n s w e re r ed u ce d ) . . . . . . . . . 43 . 2 132 0 04 4 T O T A L V IR G IN IA IT E M IZ E D D E D U C T IO N S (S u b t r a c t L in e 4 3 f r o m L in e 421. E n te r h e r e a n d o n L in e 11 o n P a u e 1 4 4 . 24 936 0 0P A R T V - N O N R E S I D E N T A L L O C A T I O N P E R C E N T A G E S C H E D U L E ( S e a In s tr uc tio n s) ~~~ VI~~_u~ti_~Enler 10 . . . or n.~lve numbers In b r ao k . I . 56 139 0 0 42 486 0 04 5 W a g a s, s a la rie s , t ip s , a te , . . . . .. . , . . .. .. .. : . .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. . , .. .. .. .. . 454 6 I nt e re s t I nc o m e 4 6 1 123 0 0 D O. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 7 D iv id en d s 4 7 0 0 0 0 ., 1 ,.48 A l im o n y r e c e i v e d . . . . . .. . . . . . .. . . . . . .. . . . . . .. . . . . . .. . . . . . .. . . . . . .. . . . . . .. . . . . .. . . . . . .. . . . . . .. . . . . . .. . . . . . .. . . . . . .. . . . . . .. . 4 8 00 D O4 9 Bu s i n e s s I n c o m e o r l o s s . . . . . .. . . . . . .. . . . . . .. . . . . . .. . . . . . .. . . . . . .. . . . . . .. . . . . .. . . . . . .. . . . . . .. . . . . . .. . . . . . .. . . . . . .. . . . . . . 4 9 00 0 050 C a p i ta l g a in o r lo s s /c a p it a l g a in d is t r ib U t io n s 5 0 23 D O D O. ,. . . ,. . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ,. . . . . . . . , . . . . .5 1 O t h e r g a in s o r l o s s e s 5 1 0 0 0 0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ,. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . :t~ll~~~~,.i}~;fW~#.~i;;f~:;2 T a x a b l e p e n s i o n s , a n n u i ti e s a n d I R A d i s tr ib u t io n s . .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. . : .. .. .. .. .. .. .. 5 2 31 826 0 053 R e n t s, r oy a lt ie s , p a r t n er sh ip s , e s ta t es , t ru s ts , S c o r p o r a t l o n s , e t c . . . .. . . . .. . . .. . . .. . . . .. . . . .. . . . .. . . . .. . . .. . 5 8 0 0 0 05 4 F a rm In co m e o r lo ss 54 0 0 0 0 . h .

0 05 O t h e r I n co m e 6 5 0 0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ,. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ,. . . .5 6 I n te re s t o n o b lig a tio n s o f o t h e r s ta te s f r om L in e 2 9 5 6 0 0 0 0. . . . . . . . . . . . ,., . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . .5 7 Lump-sum d is tr ib U t io n s /a c c u m u la t i on d is tr ib u ti on s I nc lu d e d o n L ln o 30 5 7 0 0 D O. . . . . . . . . . . . . . . . . . . . . . . ,.. . ,. . . . 89,111 42 486 D O6 T O TA L A d d L in e s 4 5 th ro u g h 5 7 a n d e n t e r e a c h c o l u m n t o t a l h e r e . . .. .. .. . .. .. .. .. . .. .. .. . .. .. .. . .. .. .. . 58 0 05 9 N o n r e ~ l d e n t a l l o c a l l o n p e rc e n ta g e ' D iv id e L in e 5 8 , C o l u m n B , b y l in e 5 8 , C o l u m n A . ( Compu t e pe rcen ta ge to one dec lf rJ s l

p la ce . sh ow ln g no m ore th an 1 00 % bu t n ot le ss th an 0% . E l


30/34

Schedule NPY2009 Schedule of Adjustments ForNonresident or Part-Year ResidentAttach this Schedule to your Form 760PY or Form 763

Part 760PY ONLY Age Deduction. R ea d I ns tr uc tio ns b ef or e c om ple tin gE n to r t h e A d ju s te d F e de ra l A d ju s t e d G r o s s I n c o m e f r o m I S o c ia l S e c u ri t y a n d e q u iv a le n t T ie r 1A g e D e d u c tio n W o r k sh e e ~ L in e 6 , I f a p p lic a b le . .. .. . . . .. .. .. . . l00 ~ e ~ ~ ~ ~~ ~ : t l r em e n t A c t b e n e fi t s

M o n th - D a y - Y e a r fe d e r a l r e tu

Y o u100 I

SF o r F il in g S t a tu 8 S , e n t e r s p o u s e 's b i r th d a t e .1. E n te r b ir th d a t e ( F o r F il in g S ta tu s 2 a n d 4 : B o th b ir t h d a te s a re r e q u i r e d e v e n I f o n ly o n e

q u a li f ie s fo r a n a g e d e d u ct io n ) 1.

t a x ab le In c o m e o n y ou r s o o u s ern . I. 100A S p o u s e B Y o uM o n th - D a y - Y e a r M on th - D a y - Y ea r100 100

100 100

2 . E n te r A g e D e d u c t io n ( S e e In s t r u c t io n . ) , 2 .3 . E n te r t h e a m ou n t f r o m th e R at io S c h e d u le fo r t h e d a t e y ou m ov e d I n to o r o u t o f V ir g in ia 3 .4 . Q u a l i f y in g A g e D e d u c t io n - M u l t ip ly L in e 2 b y L In e 3 a n d e n te r h e r e . . . '" 4 .F il in g S ta tu s 1 o r 3 T ra n s fe r a m o u n t f r o m L in e 4 , C o l . B t o F o rm 7 6 0 P Y . L In e 3 6 . C o l. BF il in g S ta tu s 2 - T ra n sfe r th e to ta l o f L in e 4 , C o l. A & B to F o rm 7 60 P Y . L in e 3 6 . C o l . BF il in g S ta tu s 4 - T ra n s fe r t h e a m o u n ts f r o m L in e 4 t o F o rm 7 6 0 P Y . L In e 3 B , C o l. A & B

Y o u m a y N O T o la lm b o th th l. d ed uc tio n a nd t h ed is ab il i t y In c o m e s ub tr a o tlo n o n F o rm 7 6 0P Y , P a rt I I I ,L in e 4 3 . C la im t h e o ne t h a t b en ef i t s y ou t h e m o at .Part II Deductions from Virginia Adjusted Gross Income A S P O U S ET h is c o lu m n fo r 7 6 0 P Y B Y O UF il in g S ta tu s 4 f i le r s o n ly1 - R e fe r t o th e F o rm 7 6 0 P Y o r 7 6 3 I n s t r u c t io n b o o k

fo r D e d uc tio n C o d es . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . .. . . . . . . . . . . . .. . . . . . . . . . ta , 00 00lb ; 00 00t o , 00 00

2 . T o ta l D sd u c u o n a - A dd l in e s t a - lc .F o r F o rm 7 6 0P Y f i l in g s ta tu s 4 f i le rs , e n te r t h e to ta l f o r C o lu m n A a nd C o lu m n Bin th e a p p l ic a b le c o lu m n o n F o rm 7 6 0P Y L in e 1 3 . A l l o th e r f l ie rs , e n te r t h e to ta l 1f r o m C o lu m n B o n L In e 1 3 , C o lu m n B . o f F o rm 7 6 0 P Y o r L in e 1 3 o f F o rm 7 6 3 2 .

Part III Tax Credit For low Income Individuals or Virginia Earned Income Credit U st below the nam e, Social Security N um ber (SSN ) and G uideline Incom e for you, your spouse and each dependent. If m ore room Is needed, attach a schedule with the nam e, SSN and G uideline Incom e for each additional dependent. Com plete all of Part III. Failure to com plete this Part m ay result in this credit being reduced or disallow ed.

F a m i ly V A G I N a m e S o c ia l S e c u ri t y N o . ( S S tJ ) G u i d e lin e I n co m e1 . Y o u r s e l f 002. S o o u s e 00a . D e o e n d e n t 00b . D e oe n d en t 003. T o ta l F a m ily G u id e lin e In c o m e ( B e s u r e t o I n c lu d e In fo rm a llo n f r o m a tt a c h e d s ch e du le I f a p p l ic a b le ) 3. 004 . Enter the total number of emptlons l is ted abovo and on any ~".ched ochodulo. Baaed onth is total , tho total raml~ Guidftl ln ll income fromLln.3 end the poverty guldo lln"" In th. lnstruol lons , dotermlne your e ligibi li ty . I fyou do not qualify 101'ho Till


31/34

Schedule NPY 2009Page 2

Part IV - Credit For Tax Paid To Another State Attach copy of that state's return.

1. Enter quali fying taxable Income base for other state's taxes. (See Instructions) 1. ~_------+"oo~+_----_;_-+~OO~2. V irginia Taxable Income - Enter amount from Form 760PY, Line 15 or F orm 763 , L ine 17 2. f- -+ 'OO=-+- -+!


32/34

7600 - 2009 Underpayment of Virginia EstimatedTax by Individuals, Estates and Trusts A t ta c h t h i s f o rm to F orm 7 60 , 7 63 , 7 60 PY o r 7 7 0 .F i s c a l Y e a r F l ie r s: 2 0 _ _ , en d in g d a teF ir . ' Name , M i dd l e In il ia l and - OR - N am e o r E a ta t. o r T ru s'

Line 6 Through 14: Complete Each Line Across All Columns Before Continuing to Next LineA B C 0

6 . D u e D a te s o f In s ta llm e n t P a ym e n ts M a y 1 ,2 0 09 J un e 1 5 , 2 0 0 9 S e p t . 1 5 , 2 0 0 9 J a n . 1 5 ,2 0 1 07 . T a x'L ia b l l i t y ( D iv id e t h e a m o un t o n L in e 4 b y t h e n u m be r o f In s ta ilm e n t s

r e p o r t e d o n L in e 5 a n d e n te r th e r e s u l t I n th e a p _p ro p rla te c o lu m n s . ) 332. 332. 332. 333.8 . E n te r th e I n c om e T a x W i th h e ld f o r E a c h In s ta llm e n t P e r io d o . o . o . o .9 . E n te r th e O v er p a ym e n t C r e d i t F ro m Y o u r 2 0 0 8 I n co m e T a x R e tu rn

1 0 . E n te r th e A m o un t o f A n y T im e ly P a ym e n t M a d e f o r E a ch In s ta llm e n tP e rio d in th e A p p ro p ria te C o lu m n (D o n o t e n te r a n y la te a a vm e n ts .)

1 1 . U n d e rp a y m en t o r [ O v er p a y m en t) ( S u bt r a c t L in e s 8 , 9 a n d 1 0 F ro mL in e 7 . S e e in s tr u c t io n s fo r o v e r o a v m e n t ) 332. 332. 332. 333.1 2 . O t h e r P a ym e n ts ( E n te r th e ~ a ym e n ts f r o m t h e L a t e P a ym e n VO ~ ~ ~a ym ~ ~ t ~ :p l~ "~ :, lo ~ O I ~ ~ :~ ~ I ~ ~ e~ ~ ~~ ~ e e a rl i : ~ \ y ~ y m en t . 1r e o r d e d . D n t e t r m r e r D a V IT - a n v c o lu m n .

D a t e A m o u n ta. F i r st P a y m e n tb . S e co n d P a ym e n tc . T h ir d P a ym e n td . F o u r th P a Ym e n t

1 3 . E n te r t h e T o ta l T lm e .ly P a ym e n ts M a d e a s o f E a ch I n s t a llm e n t D u e D a teF ro m L in es 8 , 9 , 1 0 a n d 1 2 ( F o r ex , i n C o lu m n A e n te r a ll p a ym e n tsm a d e b y M a y 1 2 0 0 9 )

1 4 . S u b tr a ct L in e 1 3 F r o m L in e 7 ( I f t h e s u m o f a ll ~ n d e r p a y m e n ts ( d o n o tI n c lu d e a n y O V E R P AY M E N T S ) r ep o r te d I s $ 1 5 0 o r le s s , s t o p h e r e ; y oua re n o t s ub je c t t o a n a d d it io n to t a x . If y o ur u n de rp a ym e n ts to ta l m o r eth a n $ 15 0 . p ro c e e d to P a rt I I . ) 332. 332. 332. 333.Late Payment I Overnavment Table (See Instructions for Lines 11 and 12.) C o nt in ue d o n N e x t P a ae ~

D a te o f P a ym e n t D a te o f P a ym e n t D a te o f P a ym e n t D a te o f P a ym e n tP a y m e n t A m o u n t P a y m e n t A m o u n t P a ym e n t A m o u n t P a ym e n t A m o u n t

_S _ i $ 1 $ 1s983081 01-22-10 1019 v Dopt. ofTaxation 7600 2601033 (REV12109)

2180411 745960 54742 52009.03041 Bl DEN . JI L L T 54742 3.-._------------"


33/34

760C - 2009Page 2JILL T BIDEN

A B C DPart II - Exceptions That Void the Addition to Tax May 1 ,2009 June 15,2009 Sep t 15 , 2009 Jan. 15,201015. Total 'Amount P~ I( jana Wlthhelo From January 1 ,2009 ThrOugh

the Installment Date Indicated16. Exoep tl on 1 :P rio r Yea r's Tax (Mu lt ip ly Iho 100% of 2008 Tax 25% 50% 75% 100%2008 lax by the pe .-oon lage ln each cclurnn.)17. Excep tion 2 : T a x o n P ri or V . .. . ' s mc ome U s in g 100% oITax 25% 50% 75% 100%m ~ : : ~ ~ ; J O :x ' ~ y ~ x l " : " : ~ ~ b g ~ll tacb column,)18 , Excep tion 3 Wor1t8 hee t; Tax onAnnualized 2009 I ncome (Use the f ormu la bel ow to com~ute the amoun t on li nes 16a ,band c f or eachcolumn .)Lines 168 , band c: ~ r1l3 0 column: Multiply the a ctual amount for the per od ended April 3 0, 2009 , by 3.ay 31 co lumn : Multiply th e a ctu al amoun t f or th e p erio d e nded May 31, 20 09 , b y 2.4 .Augus t 31 column : Mult ip ly t he actua l amoun t f or t he per iod ended Augus t 31,2009 , by 1 .5 .

From January 1 to: April 30 May31 August 31 Notea. Annua li zed Vi rg in ia Adjusted Gross Income (VAGI ) for EachPer iod 18000. 14400. 21000.b. Compute tReAnnualized l IemJzedDeductions U~ln~ ~e Formula EstatesandAbove O ~ nter the Full S tan ard Deduction In ac olum n If Y ou trusts shouldOld Not lalm i temized Deduc tions 24936. 24936. 24936. use end dates o fc. Compute the Annualized Childand Dependent Care Expenses and March 31, Apri l30 & July 31 ,other deduct ions for Each Period

d.Tota l Dol la r Amount o f Exempt ions Cla imed on Your Return 930. 930. 930.e .V lmin la Taxab le I ncome (Subt ract L ines 1ab c and d I rom L ine 18a. ) -7866. -11466. -4866. NoteI. Wa ln la T ax i En te rt h. V a , I nc ome t ax o n t ho omo un t( al _s how no n l in . I S . a bo ve ,) O. O. O.g, Mul ti pl y L ine 18 f by the Percentage Shown lor EachPeriod 22.5% 45 % 67.5% exceptionsO. O. O.

1 9. E xce ptJ on 4 Work sh ee t: T ax on 2 00 9 I ncome Over a 4 , 5 a nd 8 Month Per iod - (* 3 4 an d7 month s f or e sta tes an d t rus ts ) 3 and4 doFrom January 1 to: April 30 May 31 August 31 not apply tothe fourtha . Enter Your V i rg in ia Adjusted Gross Income (VAGI ) for EachPeriod 6000. 6000. 14000. installmentb . Enter the I temized Deduc tions Cla imed for EachPer iod OR (If Greater) period.the Full Standard Deduction 8312. 10390. 16624.

C. En t" ,l he Ch il d endDependen l CO l eEXDen ,,$ ond o lhe r doduo t ton . f o rEach Pe ri odd.Enter the Total Dol la r Amount o f Exempt ions Cla imed on Your Return 930. 930. 930.e .V i rg in ia Taxab le I ncome (Subt ract L ines 19b c and d f rom L ine 19a. ) -3242. -5320. -3554.f. V I r gi ni a T a x ( E nt er t h e V a , I n c ome t a x o n t ha amo unU a) sh ow n o n L in . 1 9 . a bo va ,) O. O. O.II.Mult ip lY L ine 191by 90% (.90) for EachPeriod O. O. O.

Part III -Compute the A~dition to TaxI f an exception has been met (Part I I) for any insta llment per iod, comple te the column for tha t per iod as fol lows: wri te 'Except ion' and the exception number (1, 2 ,3 , o r 4 ) on l ine 20; skip l ines 21 th rough 23; and enter '0 ' on L ine 24. For ano ther per iods , c omple te each lineas I ns tr uc ted bel ow .

20. Am ount of Under a m ent From Line 14 Part I21. Da te o f P a yme n t F r om L in e 12. P a rt I Q f no paymen ta wo re en te r ed on L in . 12. entor22. Number o f Days,A fter Insta llment Due DateThrough DatePaid or

May 1,2010, Whichever Is Ear li er (If May 1,2010, Is ear li er , enter365 3 20 228 and 106 r es active .

L ine 23 for EachColumn25 . Addition to Tax

(Tota l the amounts on L ine 24 . Enter hereand on the 'Addi ti on to Tax' l ine onyour Income tax return. ) 6 . 1 I .983091 012210 10lQ

2180411 745960 54742 62009.03041 BlDEN , JILL T 54742 3


34/34

U ND ER PA YM EN T O F ESTIM ATED TA X W OR KSH EET VA

N a m e ( s }

(8) (C )A d j u s t e dB a l a n c e DUB

(D)

P e na lt y D u e (S u m o f C o lu m n F ). L- ~ D a te o f e s t im a te d tax p a y m e n t , w l lh h o ld ln gc re d it d a t e o r I n s ta llm e n t d u e d a te .

'It EXCEPTION MET9125110424.QO

vice-president biden's 2009 tax return

Documents