Adobe Acrobat File:AutoCalc_1040EZ_RESIDENTS_ONLY.pdf

This document is a text-only version of the original Adobe Acrobat file. Graphics and formatting may be lost in the conversion from pdf to html.

View the Adobe Acrobat version of this file.


                                         2004 INSTRUCTIONS FOR FORM M-1040EZ
WHO CAN         USE THIS FORM IF:
USE THIS        You were a resident of Muskegon for all of 2004 with income from wages, interest or dividends with none of the income being excludable
                from Muskegon income tax and the tax payments are Muskegon tax withheld, estimated tax payments and credit for income tax paid to
FORM            another Michigan city; or
                You were a non-resident of Muskegon for all of 2004 with wages earned in Muskegon and none of the earnings from Muskegon
                employers is excludable from Muskegon income tax.
                YOU CANNOT USE THIS FORM IF:
                You received alimony payments, had Muskegon business income (Sch C), sold or exchanged property (Sch D or 4797), had taxable IRA
                distributions, taxable pension/annuity distributions, supplemental income (Sch E or F), miscellaneous income, exclusions or adjustments.
YOUR            Because this form is designed to be read by a machine, please print your numbers inside the boxes like this:
RETURN
                                                                      Do not type your numbers. Do not use dollar signs.
                           1 2 , 3 4 5 . 0 0
                NAME AND SOCIAL SECURITY NUMBER
                Fill in your first name, middle initial, last name and social security number. If a joint return, also fill in your spouse's first name, middle
                initial, last name and social security number.
                FIRST RETURN
                Check the first return box if this is the first time you filed a Muskegon income tax return.
                ADDRESS CHANGE
                Check the address change box if your address had changed since filing your 2003 Muskegon income tax return.
                RESIDENCY STATUS
                Check the resident or non-resident box under Residency Status. A part year resident of Muskegon cannot use this form.
                MARRIED FILING SEPARATELY
                If married and filing separately, enter spouse's name and social security number in Married Filing Separately box.
INCOME          If you have income on your federal income tax return that is not taxable by Muskegon, use Form M-1040.
                LINE 1. TOTAL WAGES, SALARIES AND TIPS
                     Residents and non-residents enter the amount of wages reported on your Federal Return.
                LINE 2. INTEREST INCOME
                     Residents enter the amount of taxable interest income reported on your Federal Return.
                     Non-residents enter zero. Interest income is not taxable to a non-resident.
                LINE 3. DIVIDEND INCOME
                     Residents enter the amount of dividend income reported on your Federal Return.
                     Non-residents enter zero. Dividend income is not taxable to a non-resident.
                LINE 4. TOTAL MUSKEGON INCOME
                     Enter the total of lines 1, 2 and 3.
PAYMENTS AND    LINE 9.
CREDITS              Residents and non-residents enter the total estimated income tax paid during 2004 including the amount paid with voucher 4 due
                     January 31, 2005.
                LINE 10.
                     Residents may take credit for income tax paid to another Michigan city. The credit is limited to the Muskegon non-resident rate of
                     0.5% (.005) and the Muskegon exemption of $600.00 per person. (Refer to Worksheet on the back of M-1040TC)
OVERPAYMENTS LINE 13, 14, and 15. OVERPAYMENTS
                     Overpayments of less than one dollar ($1.00) will not be refunded and cannot be donated. All other overpayments will be refunded
                     or may be donated to the Miss Michigan Scholarship Pageant, or Credited to the 2005 estimated tax liability. To donate the
                     overpayment, check the donation box on line 14 and enter the overpayment. To claim a refund, enter the overpayment on line 13.
                     Enter the overpayment on line 15 if you want it credited to your 2005 estimated tax liability.
EXEMPTION       LINE 5. EXEMPTION AMOUNT
AMOUNT               Complete worksheet below and enter the total from box 5a on page 1, line 5.
                                                                          EXEMPTIONS WORKSHEET
                1. CHECK BOXES THAT APPLY                                                                                                         1A. NUMBER OF
                                                          REGULAR    65 AND OVER    BLIND     DEAF        PARAPLEGIC, QUADRIPLEGIC, HEMIPLEGIC    BOXES CHECKED
                                                                                                               OR TOTALLY AND PERMANENTLY
                                   YOURSELF                                                                    DISABLED
                                   SPOUSE
                2. LIST FIRST NAMES OF DEPENDENT CHILDREN WHO LIVED WITH YOU                                                                      2A. NUMBER OF
                                                                                                                                                  CHILDREN LISTED

                3. OTHER DEPENDENTS (LIST AND EXPLAIN)                                                                                            3A. NUMBER OF OTHER
                                                                                                                                                  DEPENDENTS

                4. TOTAL NUMBER OF DEPENDENCY EXEMPTIONS (ADD BOXES 1A, 2A AND 3A. AND ENTER THE TOTAL IN BOX 4A.                                 4A. TOTAL NUMBER
                                                                                                                                                  OF EXEMPTIONS 0
                5. MULTIPLY TOTAL NUMBER OF EXEMPTIONS IN BOX 4A BY $600.00 AND ENTER THE TOTAL IN BOX 5A AND ON PAGE 1, LINE 5.                  5A. EXEMPTION
                                                                                                                                                  AMOUNT              0
                LINES 6 THROUGH 15
                     Follow the instructions on the front of this form for each separate line.

                                                                         Thank You



                                                                   2004 MUSKEGON M-1040EZ
                                                      INDIVIDUAL INCOME TAX RETURN ­ DUE DATE APRIL 30, 2005
                                                           REFER TO INSTRUCTIONS ON BACK TO SEE WHO CAN USE THIS FORM
                       YOUR FIRST NAME AND MIDDLE INITIAL                          LAST NAME                                    YOUR SOCIAL SECURITY NUMBER

   USE THE
 MUSKEGON IF JOINT, SPOUSE'S FIRST NAME AND MIDDLE INITIAL                         LAST NAME                                    YOUR SPOUSE'S SOCIAL SECURITY NUMBER
    MAILING
     LABEL
 OTHERWISE HOME ADDRESS (NUMBER AND STREET OR RURAL ROUTE)                                                                      YOUR PHONE NUMBER
    PLEASE
     PRINT             CITY, TOWN, OR POST OFFICE                                                             STATE                                  ZIP CODE


       SEE                   Check box if this is                    Check box if your address RESIDENCY STATUS                            MARRIED FILING SEPARATELY
INSTRUCTIONS                 the first time you filed                has changed since filing                     RESIDENT                 SPOUSE'S NAME
   ON BACK                   a Muskegon return.                      your 2003 return.                            NON-RESIDENT SSN
                   1. Total wages, salaries, and tips. (See instructions on back.)
                          RESIDENTS: Total from Box 1 of all your W-2 forms.
                          NON-RESIDENTS: Total from Box 1 of the W-2 forms for work done in the City of Muskegon.                  1.                              0 . 0 0
                          Attach your W-2 form(s).
   INCOME          2. Interest income. (See instructions on back.)
                          RESIDENTS: Report all taxable interest income.                                                           2.
    ATTACH                                                                                                                                                                   0 0
                          NON-RESIDENTS: Leave blank.
    COPY 2
   OF YOUR         3. Dividend income. (See instructions on back.)
 W-2 FORM(S)              RESIDENTS: Report all dividend income.                                                                   3.                                        0 0
     HERE                 NON-RESIDENTS: Leave blank.
                   4. Add lines 1, 2 and 3. This is your total Muskegon income.                                                    4.                                        0 0
                                                                                                                                                                   0
 EXEMPTION 5. Enter amount from Exemptions Worksheet on back; or if SINGLE enter $600.00;
                          or if MARRIED filing jointly enter $1,200.00.                                                            5.
  AMOUNT                                                                                                                                                                     0 0    PLEASE ROU
                   6.
  TAXABLE                 Subtract line 5 from line 4. This is your taxable income.                                                6.
   INCOME                                                                                                                                                                    0 0
                                                                                                                                                                   0
                   7.                                                                                                                                                                             ND TO THE NEAREST DOLLAR
      TAX                 RESIDENTS: Multiply line 6 by one percent (.01).
                          NON-RESIDENTS: Multiply line 6 by one-half of one percent (.005). This form is for residents 7.                                                    0 0
                                                                                                                                                                   0
                   8. Total of Muskegon tax withheld by employers. Attach W-2 forms to this return.                                8.                                        0 0

 PAYMENTS 9.
     AND                  Payments on 2004 Declaration of Muskegon Estimated Income Tax.                                           9.                                        0 0
  CREDITS
                   10. Credit for income tax paid to another Michigan city (RESIDENTS ONLY).
                          (Attach copy of other city's return.) USE CITY CREDIT WORKSHEET.                                         10.                                       0 0

                   11.
    TOTAL                 Add lines 8. 9 and 10 and enter here.                                                                    11.                                       0 0
                                                                                                                                                                   0
                   12.
  TAX DUE                 If line 7 is larger than line 11, subtract line 11 from line 7. This is the amount you owe.
                          Please attach your payment. Make check payable to: City of Muskegon.                                     12.                                       0 0

                   13. If line 11 is larger than line 7, subtract line 7 from line 11. This is your refund. Allow at least 45 days. 13.                                      0 0

                   14.
  REFUNDS                       Check this box to DONATE your refund to the Veterans' Memorial Park Fund.
     AND                                                                                                                           14.                                       0 0
                                                                                                                                                                        .
  CREDITS          15.
                                Check this box to credit this refund to the 2005 estimated tax liability.                          15.                                       0 0

I have read this return. Under the penalties of perjury, I declare that to the best of my knowledge and belief the return                         For City of Muskegon use.
is true, correct and accurately lists all amounts and sources of Muskegon income I received during the tax year.                                  Please do not write in box.
Mail return to: Income Tax Department, P.O. Box 29, Muskegon, MI 49443-0029.
PLEASE SIGN HERE YOUR SIGNATURE                                      DATE         SPOUSE'S SIGNATURE (IF JOINT RETURN)     DATE
KEEP A COPY OF THIS
FOR YOUR RECORDS.                                                                                                                                    Machine Certification