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2006 MUSKEGON M-1040 PAGE 1
INDIVIDUAL INCOME TAX RETURN - DUE DATE APRIL 30, 2007
YOUR FIRST NAME AND MIDDLE INITIAL LAST NAME YOUR OCCUPATION YOUR SOCIAL SECURITY NUMBER
TYPE IF JOINT, SPOUSE'S FIRST NAME AND MIDDLE INITIAL LAST NAME SPOUSE'S OCCUPATION YOUR SPOUSE'S SOCIAL SECURITY NUMBER
OR HOME ADDRESS (NUMBER AND STREET OR RURAL ROUTE) YOUR PHONE NUMBER CHECK BOX IF FIRST MUSKEGON
PRINT RETURN
CITY, TOWN, OR POST OFFICE STATE ZIP CODE CHECK BOX IF NAME OR ADDRESS
CHANGED SINCE FILING YOUR LAST
MUSKEGON RETURN
PRESENT EMPLOYER IF MARRIED AND FILING SEPARATE RETURN: CHECK BOX IF YOU DO NOT NEED A
RETURN FORM MAILED TO YOU NEXT YEAR
SPOUSE'S NAME RESIDENCY STATUS
SPOUSE'S PRESENT EMPLOYER RESIDENT
SPOUSE'S SS# PART YEAR RESIDENT (SEE INSTRUCTIONS
PAGE 3 AND ATTACH FORM M-1040TC
EXEMPTIONS PARAPLEGIC, QUADRIPLEGIC, HEMIPLEGIC
REGULAR 65 AND OVER BLIND DEAF OR TOTALLY AND PERMANENTLY DISABLED NON-RESIDENT
YOURSELF NUMBER OF OTHER DEPENDENTS (EXPLAIN)
SPOUSE
FIRST NAMES OF DEPENDENT CHILDREN WHO LIVED WITH YOU TOTAL EXEMPTIONS CLAIMED
(ENTER ALSO ON LINE 16)
IF THERE ARE NO EXCLUSIONS IN COLUMN II BELOW, COMPLETE COLUMN III ONLY
INCOME COLUMN I COLUMN II COLUMN III
ATTACH SCHEDULES TO SUPPORT FROM FEDERAL EXCLUSIONS PAGE 2 TAXABLE INCOME
FIGURES ON LINES 6 THROUGH 14 RETURN (FROM PAGE 2) SCH. (COL I LESS COL II)
1. Total wages, salaries and tips.
E 00 00 A 00
R 2. Interest (not taxable to non-residents)
E 00 00 B 00
H 3. Dividends (not taxable to non-residents) 00 00 C 00
2- 4. Refunds, credits or offsets of state or local income taxes 00 00 NOT TAXABLE NOT TAXABLE 00
WF 5. Alimonyreceived 00 00 00
O 6. Business income (attach Fed Sch C) 00 00 D 00
SEI 7.Sale or exchange of property(attach Fed Sch D and/or Form 4797) 00 00 F 00
P 8. IRA distributions
O 00 00 G 00 P
C 9. Pensions and annuities 00 00 G 00 EL
H A
C 10. Supplemental income (attach Fed Sch E and/or Sch F) 00 00 H 00 S
A E
T 11. Unemployment compensation 00 00 NOT TAXABLE NOT TAXABLE 00 R
TA 12. Social Security O
00 00 NOT TAXABLE NOT TAXABLE 00 U
13. Miscellaneous income (attach schedule or explanation) 00 00 J 00 ND
14. Adjustments and deductions (attach schedule or related federal schedule) I 00 TO
15. Total income (lines 1 through 14) 00 00 00
16. Less exemption credit (no. of exemptions above ________ x $600.00) 00 HTE
17. Taxable income (subtract line 16 from line 15) 00 N
18. Tax (multiply line 17 by 1% (.01) for residents or ½% (.005) for non-residents or check this box and attach Form M-1040TC E
00 A
PAYMENTS AND CREDITS RE
19. Total Muskegon tax withheld by employers (attach W-2 forms showing Muskegon tax withheld) 00 ST
R E 20. Payments on 2006 Declaration of Muskegon Estimated Income Tax 00 D
O RE O
21. Credit for income tax paid to another Michigan city. (RESIDENTS ONLY) attach copy of other city's return) Use City Credit Work Sheet.
K H 00
C R 22. Other tax credits (attach explanation) 00 ALL
E E R
H 23. Total payments and credits (add lines 19 through 22) 00
C DR
H O TAX DUE OR REFUND
CA Y 24. If line 18is larger than line 23, enter TAX DUE. If $1.00 or more, PAY THIS AMOUNT with return. (If over $100.00 see page 4)
T E
T N 25. If line 23 is larger than 18, check this box to DONATE your refund to the Muskegon Recreation Center.
A OM Please see sample on the back page of the M-1040TC
26. a. If line 23 is larger than line 18, enter overpayment to be REFUNDED. Allow at least 45 days.
b. Routing number: c. Type: Checking Savings
d. Account number:
27. To credit this refund to the 2007 estimated tax liability, check this box 00
Under the penalties of perjury, I declare that I have examined this return, including accompanying schedules, and to the best of my knowledge and belief it is true, correct and complete.
I (we) authorize the Income Tax Department to discuss this return and attachments with the preparer.
Mail return to: Income Tax Department, P.O. Box 29, Muskegon, MI 49443-0029. Make checks payable to City of Muskegon
ER IF FILING JOINTLY, BOTH MUST SIGN FIRM'S NAME AND SIGNATURE OF PREPARER OTHER THAN TAXPAYER
EH EVEN IF ONLY ONE HAD INCOME. (This return is based on all information of which I am knowledgable.
NR YOUR SIGNATURE DATE SIGNATURE PHONE
UTERN SPOUSE'S SIGNATURE DATE ADDRESS OF PREPARER DATE
GIS Machine Certification
ALL TOTALS FROM THIS BACK (EXCEPT SCHEDULE E) CARRY OVER TO PAGE 1
SCHEDULE A - EXCLUDABLE WAGES, ETC. List each such employer and schedule each separately
1. NON-RESIDENT wages, etc., earned partly outside Muskegon: EMPLOYER
a. Actual number of days (hours) worked everywhere 2006 (exclude vacation and sick days) DAYS DAYS DAYS DAYS
b. Actual number of days (hours) worked in Muskegon in 2006 OR OR OR OR
c. Days (hours) worked outside Muskegon in 2006 (Subtract line b from line a) HOURS HOURS HOURS HOURS
d. Percentage of days (hours worked outside Muskegon (line c divided by line a) % % % %
e. Wages earned from this job (from W-2) 00 00 00 00
f. Non-taxable wages, etc., earned outside Muskegon (line e multiplied by line d) 00 00 00 00
g. Total of amounts in column on line 1f 00
2. NON-RESIDENT wages, etc., earned entirely outside Muskegon, but included in INCOME, line 1, col. I (DO NOT include line 1e 00
3. a. Military pay 00 b. S.U.B. pay 00 c. Total of 3a and 3b (BOTH RESIDENTS AND NON-RESIDENTS 00
4. TOTAL EXCLUDABLE WAGES (add lines 1g, 2 and 3c) enter here and on page 1, line 1, column II 00
SCHEDULE B - INTEREST EXCLUSIONS SCHEDULE C - DIVIDEND EXCLUSIONS
1. RESIDENT: Interest on federal, state or city obligations 00 1. RESIDENT: Margin interest 00
2. NON-RESIDENT Total interest on Page 1, line 2, col. I 00 2. NON-RESIDENT Total dividends 00
SCHEDULE D - BUSINESS INCOME EXCLUSIONS
1. Income for taxable period (page face, line 6, col. I) 00
2. a. Job credit 00 b. Additional depreciation due to investment credit adjustment 00
c. Meal and entertainment expenses adjustment 00 Total of lines 2a, 2b and 2c 00
3. Total line 1 less line 2 00
4. Allocation percentage: RESIDENTS: enter 100% NON-RESIDENTS: if all business was conducted in Muskegon enter 100%, other-
wise enter the percentage from Schedule E, line 5, below %
5. Allocated income (multiply line 3 by % on line 4) 00
6. TOTAL EXCLUDABLE BUSINESS INCOME (line 1 less than line 5) enter here and on page 1, line 6 column II 00
COLUMN I COLUMN II
SCHEDULE E - BUSINESS ALLOCATION PERCENTAGE LOCATED LOCATED IN COLUMN III
(TO BE USED BY NON-RESIDENTS ONLY) EVERYWHERE MUSKEGON PERCENTAGE
(COLUMN II
1. a. Average net book value of real and personal property DIVIDED BY
b. Gross rents paid on real property multiplied by 8 COLUMN I)
c. TOTALS (Add lines 1a and 1b) %
2. Total wages, salaries and other compensation of all employees %
3. Gross receipts from sales made or services rendered %
4. Total percentages (add lines 1c, 2 and 3) %
5. Business allocation percentage (divide line 4 by number of factors used) enter here and on Schedule D, line 4 above %
SCHEDULE F - SALE OR EXCHANGE OF PROPERTY EXCLUSIONS (SCH. D - FED 1040 AND FED 4797)
1. Attach schedule computing the excludable gain or loss on lines 1a or 1b as follows: description, date acquired, date sold, gain or loss, excludable portion 00
1. a. RESIDENT: Portion of gain or loss which occurred prior to July 1, 1993 00
1. b. NON-RESIDENT: Portion of gain or loss on sale of property located in Muskegon which occurred prior to July 1, 1993 00
2. NON-RESIDENT: Gains or losses from sale of property outside of Muskegon 00
3. TOTAL EXCLUDABLE SALES OR EXCHANGES OF PROPERTY (add lines 1a, 1b and 2) enter here and on page 1, line 7 col. II 00
SCHEDULE G - IRA AND PENSION EXCLUSIONS
1. IRA Distributions (early distributions are not excludable) enter here and on page 1, line 8, column II 00
2. Pensions and annuities: enter here and page 1, line 9, column II 00
SCHEDULE H - SUPPLEMENTAL INCOME EXCLUSIONS (SCH E AND SCH F - FED 1040)
1. RENTS (excludable by NON-RESIDENTS only on property located outside of Muskegon) Location: 00
2. PARTNERSHIPS (NON-RESIDENTS only on partnerships located outside of Muskegon) Location: 00
3. OTHER (identify) 00
4. TOTAL EXCLUDABLE SUPPLEMENTAL INCOME (add lines 1, 2, 3 and 4) enter here and on page 1, line 10, column III 00
SCHEDULE I - ADJUSTMENTS AND DEDUCTIONS ALLOWED (attach a copy of face page, Federal 1040)
1. IRA, KEOGH, and self-employed SEP contributions (include only portion related to Muskegon taxable income) 00
2. Moving expenses (include only portion related to Muskegon taxable income) (attach Federal Schedule 3903) 00
3. Alimony paid, list recipient's name and SSN: (include only portion related to Muskegon taxable income) 00
4. Employee business expenses (see instructions for which expenses are deductible) (attach Federal Schedule 2106) 00
5. Other deductions 00
6. TOTAL ADJUSTMENTS AND DEDUCTIONS (add lines 1, 2, 3, 4 and 5) enter here and on page 1, line 14 column III 00
SCHEDULE J - (Use to list employers who did not withhold, explain special tax computation, make explanations not shown elsewhere or in lieu of schedule)
IF ADDITIONAL SPACE IS NEEDED, SHOW INFORMATION ON A SEPARATE SHEET (EXPLAIN IN FULL)
PAGE 2