Cruz Tax Return 2007

8/3/2019 Cruz Tax Return 2007

1/16

E 1040 EXTENSION GRANTED TO 1 0 / 1 5 / 0 8 2 0 0 7 1u.s. Individual Income Tax Return IRS Use Only - Do not wr ite or stapl e in this space....Label Fo r the year Jan. 1 -Dec. 31 , 2007 , o r other tax year beginning , 2007, end ing 20 UMtl No. 1040-00/4

L Your first nam e and in itia l Last nam e Your soc ia l security number(See --nstruct ions A RAFAEL E CRUZo n p ag e 1 2.) B I f a jo in t r et ur n, s po use 's fir st n am e a n d in itia l L a st n am e Spouse's soc ia l security numbEU se th e IR S L HEIDI S CRUZ -abe l . H H ome a dd re ss (n um b er a nd stre et). If y ou h av e a P .O . b o x, se e p ag e 1 2. I A p t. n o . Y ou m ust e nte rOtherw ise , E 1510 HARTFORD ROAD ... y ou r S S N( s) a b ov e ...p l ease p r in t R Cit y, town or post offi ce, st ate, and ZIP code. If you have a f oreign addr ess, see page 12.o r t yp e . E Checking a box below will notPresident ial AUSTIN TX 78703 change your tax o r refund .E lec tion C am paign ~ C heck here if you, o r your spouse if filing jo in tly , w an t $3 to go to th is fund (see page 12) ~ [XJ You [XJ SouseFiling Status S ing le 4 Dead 01 h ous eh o ld (w it h q u al if yi ng p e rs on ) . I I t h e q u al if yi ng2 [X] Married liling jo in tly (even il on ly one had incom e ) pe rson is a ch ild but no t your dependen t, en te r th is ch ild 's

3 Da rr ied liling separa te ly . Ente r spouse 's SSN above nam e h ere . ~ -------------------------and lull nam e he re . ~ 5 Du alif yin g w id o w( er ) w it h d e pe n de n t c h ild ( se e p a ge 1 4 )C h e ck o n lyo ne b ox .Exemptions 6a [X] Y ourse lf. If so me on e c an cla im yo u a s a d ep en de nt, d o n ot ch ec k b ox 6 a ~~~~s,, '; ,h .: '~~ed __ 2b [X] Spouse No. of childrenon 6cwho:

(1) F irst name(2) Dependent 's soc ia lsecurity number

(3) Dependent'srelat ionship toyou lived with you did not live withyou due to d ivo rceor separation( se e p a g e 16)

Last name

Dependents on 6enot entered above

c D e pe n de n ts:

II m o re th an lo urdependentsse e p ag e 1 5. Add numbers !;T o ta l n um b e r o f e xem p tio n s c la im e d ..... .. . . . . . . . . . . . . . . . . . . ..... ..... ..................................... ~g~~ees~Income 7 W ag es, sa la rie s, tip s, e tc. A tta ch F orm (s) W -2 ... .. ... ......... .......... ....................... 7 396 5608a T a xa b le in te re st . A tt ac h S c he d ule B il r eq uir ed .................. ........ ..................... 8a 340A t ta c h Fo rm ( s) b T ax -e xe m pt in te re st. D o n ot in clud e o n lin e 8 a " : T i i b T 2 984.-2 h ere . A lso .........a tt ac h F o rm s 9 a O rd in ary d iv id en ds. A tta ch S ch ed ule B il re qu ire d ...... .... ...... .......... 9a 1 594W -2 G a nd b Q ua lif ie d d iv id e nd s ( se e p a ge 1 9 ) . . . . . . . . . . . . . . . . . I 9 b I 1 435.1 09 9- R if ta x ....was w i th h e ld . 1 0 T ax ab le re lun ds, c re dits, o r o ffse ts 01 s ta te a n d lo ca l in com e t ax es .. ....... .............................. 1011 A li mo ny r e ce iv e d ........................ .............................. 11II yo u d id n ot 12 B usin ess in co m e o r (lo ss) . A tta ch S ch ed ule C o r C -E Z .. ..... 12g eta W -2 , 13 C a pit al g a in o r ( lo ss ). A tt ac h S ch e du le D if r eq uir ed . I I n o t r eq uir ed , c he ck h e re .................. .. ~ [j 13


2/16

~~~-------------------------~-~~~~~~-!------------------------------

Form 4868 Application for Automatic Extension of TimeTo File U.S. Individual Income Tax Return

RAFAEL E CRUZ & HEIDI S CRUZ1510 HARTFORD ROADAUSTIN, TX 78703

2 3 9 C he ck h ere if yo u file F orm 1 040 NR o r 10 40N R-E Z a nd d id n ot re ce iveto U .S . in co m e ta x w it hh old in

8 C heck he re if you are "out of the country" and a U .S .c it iz e n o r r es id e nt .................D


3/16

~Fo~ rm~10~40~ (2~0~07~ )~~~=F~A=E~L~E~~&~H~E~ I~D~ I~S~~C~R~U~z~ III II III III II III .- __~ ~paTax and 38 Amoun t from line 37 (ad justed gross in com e ) . r""."'"'.""-'-'-...f--,'3~8~ - - " ! ! 3 . : ! . 9Cred its 39a Check {D You w ere b orn before January 2 , 1 943, D B lind .} To ta l boxes IS tandard it: D Spouse was born b efore J anua ry 2 ,1943 , D B lind . checked ... ~ 39a L.--,==~Deduction for - ~ 39b D P e op lew h ocheckedanybox on line 39ao r 39 b o r w hocan be c la imeda s a d e p e n d e n t A ll o t he rs :Single orMarriedf i l ingseparately I$5,350Married fil ingj o in t l yorQual i fy ingw idow(er ) ,$10,700Headofhousehold,$7,B50

b If your spouse itemizes on a separate r eturn or you were a dual-status alien, see page 31 and check here40

1 , 2 4 7 .

40 Item ized deduc tions (from Schedule A ) o r your standard deduc tion (see le ft m arg in ) .41 Sub trac t lin e 40 from line 38 .4 2 If lin e 3 8 is $ 11 7,3 00 o r le ss, m ultip ly $ 3,4 00 b y th e to ta l n um be r o f e xe mp tio ns c la im ed o n lin e 6 d.

If lin e 38 is ove r $117,300, s ee the w orksheet on page 33 . . . .43 Taxab le in com e. Sub trac t lin e 42 f rom line 4 1 . If l ine 4 2 is m ore than line 4 1 , en ter - 0 - .44 Tax. Check if a ny t ax is f rom : aD Fo rm (s) 8814 bD F orm 4 97 2 cD FO rm (s)S889 . .

415 7 4 3 8 .

3 3 8 0 5 6 .2 2 6 6 .

3 3 5 7 9 0 .8 9 7 5 2 .4 9 5 3 .

9 4 7 0 5 .

424344

45 A lte rna tive m in im um tax . A ttach F orm 6 25 146 Add lines 44 and 45 .. . 46

454748

4 7 C re dit fo r ch ild a nd d ep en de nt c are e xp en se s. A tta ch F orm 2 44 1 .4 8 C re dit fo r th e e ld erly o r th e d isa ble d. A tta ch S ch ed ule R .

56. ~

588 Se lf-em ploym en t ta x. A ttach Schedule SE . .5 9 U nrep orte d so cia l s ecurity an d M edica re ta x from : aDorm 4137 b D Form 8919 .6 0 A dd itio na l ta x o n IR A s, o th er q ua lifie d re tir em e nt p la ns, e tc . A tta ch F orm 5 32 9 if re qu ire d61 Advance earned in com e cred it paym ents from Form (s) W -2, box 9 . . .6 2 H ou se ho ld e m plo ym e nt ta xe s. A tta ch S ch ed ule H63 Add lines 57 th rough 62 . T his is your to ta l ta x .

57 9 4 7 0 5 .

49 Educa tion c red its. A tta ch Fo rm 8863 49

OtherTaxes

50 R esiden tia l energy c red its. Atta ch Fo rm 5695 5051 Fore ign tax c red it. A tta ch Fo rm 1116 if required .5 2 C hild ta x c re dit (se e p ag e 3 9). A tta ch F orm 8 90 1 if re quire d

5152

53 Re tirem ent sav ings contr ibutions c red it. A ttach Form 8880 f--"5_ ,,_ 3-+ --l54 C red its from : a D Fo rm 8396 b D Fo rm 8859 c D Fo rm 8839 f--"- '5 4"--1 ---------------f55 O the r cred its: a D Fo rm 3800 b D Fo rm 8801 c D Form L ..~55~ -I5 6 A dd lin es 4 7 th ro ug h 5 5. T he se a re yo ur to ta l cre dits.5 7 S ubtrac t line 56 fro m lin e 46 . If line 5 6 is m ore tha n lin e 46 en ter -0 -

596061

.................... ~ 63 9 4 7 0 5 .6264 8 4 4 9 0 .65

1 1 5 0 0 .

Paym ents 64 Federa l incom e tax w ithhe ld from Form s W -2 and 1099I f y ouhavea qua l if y ingchild, attachScheduleEIC.

6869707172

Refund 73

6 5 2 00 7 e stim ate d ta x p ay me nts a nd a mo un t a pp lie d fro m 2 00 6 re turn66 : ~ : ~~ :: a i~ l :o c~~~ :~~:~~ II ~ !t i~ ' ~ "" " "" ~ r~ '~b' " .67 Excess socia l s ecurity and tie r 1 R RTA tax w ithhe ld (see page 59 ) .

A dd ition al ch ild ta x c re dit. A ttach F orm 8 81 2 .Am oun t pa id w ith request fo r ex tension to file (see page 59) .. .P aym ents from : a D Form 2439 b D Form 4136 c DFo rm 8885R efun da ble c re dit fo r p rio r y ea r m in im um ta x fro m F or m 8 80 1, lin e 2 7Add lines 64 65 66a and 67 th rouoh 71 . These are vour to ta l uavm ea ts .

66 a6768697071

72 9 5 9 9 0 .73f l in e 72 is m o re th an lin e 6 3, sub tr ac t lin e 6 3 fr om lin e 72 . This is t he am ount you ove rpa id ... . ....

D sir ec t ep o sil? 7 4 a Amo un t o f lin e 7 3 y ou w a nt r ef un de d t o y o u. I f F o r m 8 8 88 is a tta c he d , c h ec ", k.:..: h; ;:, :e r..: :: e- ,, -,..;.:..;.:..;.:';.:.';.:.'.;':";':"c . , ;' ' . ;. : ' . ; . : ..;;~_ -"D = '..-+ ,,;,7+4;:.a+e e page59 R o u t i n g I I D D A c c o u n t r L " < and fill In 74b , ~ b n u m b e r ~ C T y p e : C h e c k i n g S a v i n g s ~ d n u m b e r L_:--__,.- --1I:74c , and74d , 1./(or Fo rmBBBB . 75 Amoun t o f l in e 7 3 v ou wan t app lied to your 2008 estim ated tax ~ 75 1 , 2 4 7 A mo un t 7 6 A mo un t yo u o we . S ub tra ct lin e 7 2 fro m lin e 6 3. F or d eta ils o n h ow to p ay , s ee p ag e 6 0 . .. .... ... ... ..... ~ r" .;.7 .;:,6 ..,..-h ".,." ..,.,.....,.,....,...,..Y ou Owe 77 Estim ated taxpena lty (seepaoe61).........................T 77 r 3 8 .T hird P arty D o y ou w an t to a llo w a no th er p erson to d iscuss th is re turn w ith the IR S ( see pa ge 61 )? [XJ Yes. C om p le te the fo llow ing . D NoDes ignee ~ !~ ~e e 's ~ PREP ARER ~ ~ o n e ~ ~:,;:g~ ~lP1 ~)tificatio n~S i gn Unde rpena lt ie so f pe r j ur y ,I dec la r et ha t I haveexam i nedh is re tu rnandaccompany i ngs chedu lesands t a temen t s,and t o t hebes t o fmy know ledgeandbe l i ef ,t heya re true , co r rand comple te .Dec la ra t ionof preparero ther thantaxpayer )sb asedon a l l i n fo rmat ionof wh ichpreparerhasany know ledge.He re YourS ignature D ate Youroccupation D aytim ephonenum berJoint return?Seepage13 .K e e p a c o p yfor yourrecords.

~ S pous e 'ss ig n a tu re . f a j o in t r e tu rn , m ust sign . D ate

Pa id P repa re r's I r I I . .P reparer 'sS i9nature ,..---------------------------------------------~ --------~ ----T7.~L --Use On ly F irm 's nam e(oryours if self-em-710002 p loyed),add ress,1105 -07 and Z IP code


4/16

SCHEDULES A&B(Form 1040) Schedule A - Itemized Deductions(Schedule B is on page 2)

Attach to Form 1040. See Instructions for Schedules A&B

MedicalandDental 2Expenses 3

4Taxes You 5Paid(Seepage A-2_) 6

7

InterestYou Paid(Seepage A-5_)Note.Personalinterest isnotdeductible.

ZCaution. Do not include expenses reimbursed o r paid by others.Medical and dental expenses (see page A-1) .Enter amount from Form 1040, line 38 _ ..Multiply line 2 by 7.5% (.075) ..Subtract line 3 from line 1 . I f line 3 is more than line 1 , e nter -0-State and local (check only one box):: E i 1 ~:~:: I~:: ':} .Real estate taxes (see page A-5) .Personal property taxes .

8 Other taxes. List type and amount~-------------------------------------

10 Home mortgage interest and points reported to you on Form 1098 .........11 Home mortgage interest not reported to you on Form 1098. If paid to the personfrom whom you bought the home, see page A6 and show that person's name,identifying no., and address~-------------------------------------

12 Points not reported to you on Form 1098 .......13 Qualified mortgage insurance premiums (See page A7)14 Investment interest. Attach Form 4952 if required. (See page A-7.) . ..... ....15

Gifts toCharityIfyou madeagift and got abenefit for it,seepage A - B .Casualty andTheft LossesJob Expensesand CertainMiscellaneousDeductions

(SeepageA-9.)

16 Gifts by cash or check S .E . . E . S . ' l ' b ' l ' . E . .M E . .N ' l ' 517 Other than by cash or check. If any gift of $250 or more, see page A8.

You must attach Form 8283 if over $500

21 Unreimbursed employee expenses - job travel, union dues, job education, etc.At tach Form 2106 or 2106-EZ i f required. (See page A-9.)~~~Q~y~~~_~!Q~ !~L~33~

22 Tax preparation fees .23 Other expenses - investment, safe deposit box, etc. List type and amount~-------------------------------------

24 Add lines 21 through 23 .25 Enter amount from Form 1040, line 38 ..26 Multiply line 25 by 2% (.02) ..27 Subtract line 26 from line 24. If line 26 is more than line enter -0

OtherMiscellaneousDeductions

07

28 Other - f rom list on page A-10. List type and amount~-----------------------------------------------

TotalItemizedDeductions

29 Is Form 1040, line 38, over $156,400 (over $78,200 if married filing separately)?Do. Your deduction is not limited. Add the amounts in the far right column }for lines 4 through 28. Also, enter this amount on Form 1040, line 40. S . 'l '. M ' l ' . . . R .00Yes. Your deduction may be limited. See page A-10 for the amount to enter.

If elect to itemize deductions even are less than standard dedu check hereLHA 719501 11-08-07 For Paperwork Reduction Act Notice, see Form 1040 instructions.

716530112786859 CRUZ 2007.07080CRUZ, RAFAEL ESchedule A (Form 1040) 200

CRUZ_l


5/16

Schedules A&B (Form 2007 OMB No. 1545-0074Name(s) shown on Fo rm 1040 . Do not enter name and soc ial secur it y numbe r if shown on page 1. Your social security number

Schedule B - Interest and Ordinary Dividends Attachment 08Sequence No.Part I 1 List name of payer. If any interest is from a seller-financed mortgage and the buyer used the AmountInterest property as a personal residence, see page 8-1 and l ist this interest fi rst . Also, show that

buyer's social security number and address ~BANK OF AMERICA 51GOLDMAN SACHS 3 167UNIVERSITY FEDERAL CREDIT UNION 106

Note_ If youreceived a Form1099-INT,Form 1099-010, 1or substitutestatement froma brokerage firm,l ist the f irm'sname as thepayer and enterthe total interestshown on thatform.

SUBTOTAL FOR LINE 1 3 324TAX-EXEMPT INTEREST SEE STATEMENT 7


6/16

SCHEDULE D(Form 1040) Capital Gains and Losses~ Attach to Form 1040 or Form 1040NR. ~ See Instructions for Schedule 0 (Form 1040).~ Use Schedule 0-1 to list additional transactions for lines 1 and 8.Department o f the TreasuryInternal Revenue Service Attachmen~o. 12

Your soc ia l security numberame(s) shown on return

1acquired(Mo. , day, y r. )

(e ) Cost orother basis (f) Gain or ( loss)Subtrac t (e) from (d)

23

Enter your short-term totals, i f any, f rom Schedule 0-1, line 2Total short -term sales price amounts.Add lines 1 and 2 in column (d)Shor t-term gain from Form 6252 and short-term gain or (loss)from Forms 4684, 6781, and 8824 .Net short-term gain or (loss) from partnerships, S corporations, estates, and t rustsfrom Schedule(s) K-1 .

4

5

6 Short-term capital loss carryover. Enter the amount, if any, from line 10 of your Capital LossCarryover Worksheet in the instructions .

4

8

10

(e) Cost Orother basis (f) Gain or ( loss)Subt ract (e) f rom (d)

9 Enter your long-term totals, if any, from Schedule D-1, l ine 9 .10 Total long-term sales price amounts.

Add lines 8 and 9 in column (d) .11 Gain from Form 4797, Part I; long-term gain from Forms 2439 and 6252; and

long-term gain or (loss) from Forms 4684, 6781, and 8824 .12 Net long-term gain or (loss) from partnerships, S corporat ions, estates, and trustsfrom Schedule(s) K-1 .

13 Capital gain distributions

Carryover Worksheet in the instructions14 Long-term capital loss carryover. Enter the amount, if any, from line 15 of your Capital Loss

15 Net long-term capital gain or (loss). Combine lines 8 through 14 in column (f). Then go to

LHA For Paperwork Reduction Act Notice, see Form 1040 or Form 1040NR instructions.

720511'11-08-07

16530112 786859 CRUZ 92007.07080 CRUZ, RAFAEL E

Schedule 0 (Form 1040) 200

CRUZ_l


7/16

16 Combine lines 7 and 15 and enter the result. 16

If line 16 is: A gain, enter the amount from line 16 on Form 1040, line 13, or Form 1040NR, line 14. Then

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

line 14. Then go to line 22.

17 Are lines 15 and 16 both gains?oYes. Go to line 18.oNo. Skip lines 18 through 21, and go to line 22.18 Enter the amount, if any, from line 7 of the 28% Rate Gain Worksheet on page 08 of the

instructions . ~19 Enter the amount, if any, from line 18 of the Unrecaptured Section 1250 Gain Worksheet on

page 0-9 of the instructions .20 Are lines 18 and 19 both zero or blank?oYes. Complete Form 1040 through line 43, or Form 1040NR through line 40_ Then complete the

Qualified Dividends and Capital Gain Tax Worksheet on page 35 of the Instructions for Form1040 (or in the Instructions for Form 1040NR). Do not complete lines 21 and 22 below.oNo. Complete Form 1040 through line 43, or Form 1040NR through line 40_ Then complete theSchedule 0Tax Worksheet on page 0-10 of the instructions. Do not complete lines 21 and22 below.

21 If line 16 is a loss, enter here and on Form 1040, line 13, or Form 1040NR,Iine 14, the smaller of:

The loss on line 16 or ($3,000), or if married filing separately, ($1,500)

} . s . E . E S . ' l 'A ' l ' . E . M E . N ' l ' a _Note. When figuring which amount is smaller, treat both amounts as positive numbers.

22 Do you have qualified dividends on Form 1040, line 9b, or Form 1040NR, line 10b?[XJ Yes. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete

the Qualified Dividends and Capital Gain Tax Worksheet on page 35 of the Instructionsfor Form 1040 (or in the Instructions for Form 1040NR).oNo. Complete the rest of Form 1040 or Form 1040NA.


8/16

Form 6251~ Attach to Form 1040 or Form 1040NR.

Y o ur s oc ia l s ec ur it y n um b e r

Alternative Minimum Tax - IndividualsDepartment 01the TreasuryInter nal Revenue Service (99)Name(s) shown on Form 1040 or Form 1040NR

If filing Schedule A (Form 1040), enter the amount from Form 1040, line 41, and go to line 2. Otherwise,enter the amount from Form 1040, line 38, and go to line 7. (If less than zero, enter as a negative amount.)

2 Med ical and dental . Enter the smaller 01Schedule A (Fo rm 1040 ). l ine 4, or 2.5% (.025) of Form 1040, line 38. II zero or less, enter -0- .3 Taxes from Schedule A (Form 1040), line 9 .4 Enter the home mortgage interest adjustment, if any, from line 6 of the worksheet on page 2 of the instructions .5 Miscellaneous deductions from Schedule A (Form 1040), line 27 .6 If Form 1040, line 38, is over $156,400 (over $78,200 if married filing separately), enter the amount from line 11

of the Itemized Deductions Worksheet on page A-10 of the instructions for Schedule A (Form 1040)7 Tax refund from Form 1040, line 10 or line 21 ..8 Investment interest expense (difference between regular tax and AMT) ..9 Depletion (difference between regular tax and AMT) .10 Net operating loss deduction from Form 1040, line 21. Enter as a positive amount .11 Interest from speci fied private activi ty bonds exempt from the regular tax S .E . E S . ' r . b . ' r . E . : M E . N ' r 1 0 .12 Qualified small business stock (7% of gain excluded under section 1202)... ..13 Exercise of incentive stock options (excess of AMT income over regular tax income) .14 Estates and trusts (amount from Schedule K1 (Form 1041), box 12, code A) ..15 Electing large partnerships (amount from Schedule K-1 (Form 1065B), box 6) .16 Disposition of property (difference between AMT and regular tax gain or loss) .17 Depreciation on assets placed in service after 1986 (difference between regular tax and AMT) .18 Passive activities (difference between AMT and regular tax income or loss) ..19 Loss limitations (difference between AMT and regular tax income or loss) ..20 Circulation costs (difference between regular tax and AMT) ..21 l .onq-terrn cont racts (difference between AMT and regular tax income)22 Mining costs (difference between regular tax and AMT) .23 Research and experimental costs (difference between regular tax and AMT) .24 Income from certain instal lment sales before January 1, 198725 Intangible drilling costs preference .. ..26 Other adjustments, including income-based related adjustments ..27 Alternative tax net operating loss deduction .28 Alternative minimum taxable income. Combine lines 1 through 27. (If married filing separately and line

29 Exemption. (If this form is for a chi ld under age 18, see inst ructions. )IF your filing status is... AND line 28 is not over THEN enter on line 29Single or head of household.".,......................... $112,500 ,.................. $44,350 }Married filing jointly or qualifying widow(er) 150,000.. 66,250 STMT 9Married filing separately.................................... 75,000 33,125 ..I f line 28 is over the amount shown above for your fil ing status, see instructions.

30 Subtract line 29 from line 28. If more than zero, go to line 31. If zero or less, enter 0 here and on lines33 and 35 and skip the rest of Part II ..

31 If you are filing Form 2555 or 2555-EZ, see page 8 of the instructions for the amount to enter. If you reported capi tal gain distributions di rectly on Form 1040, l ine 13; you reported qual ified dividendson Form 1040, line 9b; or you had a gain on both lines 15 and 16 of Schedule D (Form 1040) (as refiguredfor the AMT, if necessary), complete Part ilion page 2 and enter the amount from line 55 here .

All others: If line 30 is $175,000 or less ($87,500 or less if married filing separately), multiply line 30 by26% (.26). Otherwise, mul tiply line 30 by 28% (.28) and subt ract $3,500 ($1,750 if married fi lingseparately) from the result.

32 Alternative minimum tax foreign tax credit (see instructions) .33 Tentative minimum tax. Subtract line 32 from line 31 ..34 Tax from Form 1040, line 44 (minus any tax from Form 4972 and any foreign tax credit from Form 1040, line 51).

If you used Sch J to figure your tax, the amount from line 44 of Form 1040 must be refigured without using Sch J35 Alternative minimum tax. Subtract line 34 from line 33. If zero or less, enter 0. Enter here and on

; J ~ : i g - b 7 LHA For Paperwork Reduction Act Notice, see instructions.16530112 786859 CRUZ 112007.07080 CRUZ, RAFAEL E

OMS No. 1545-0074

2007

Form 6251 (200

CRUZ_l


9/16

l ine 3 of the worksheet in the instructions36 Enter the amount from Form 6251, line 30. If you are filing Form 2555 or 2555EZ, enter the amount from

37 Enter the amount from line 6 of the Qualified Dividends and Capital Gain TaxWorksheet in the instructions for Form 1040, line 44, or the amount fromline 13 of the Schedule D Tax Worksheet on page D10 of the instructions forSchedule D (Form 1040), whichever applies (as refigured for the AMT, ifnecessary) (see the instructions). If you are fi ling Form 2555 or 2555EZ,see instructions for the amount to enter ..38 Enter the amount from Schedule D (Form 1040), line 19 (as refigured for theAMT, if necessary) (see instructions). If you are filing Form 2555 or 2555EZ,see instructions for the amount to enter .

39 If you did not complete a Schedule D Tax Worksheet for the regular tax or theAMT, enter the amount from line 37. Otherwise, add lines 37 and 38, and enterthe smaller of that result or the amount from line 10 of the Schedule D TaxWorksheet (as refigured for the AMT, if necessary). If you are filing Form 2555or 2555EZ, see instructions for the amount to enter ..

40 Enter the smaller of line 36 or line 3941 Subtract line 40 from line 36...................................................... . .42 If line 41 is $175,000 or less ($87,500 or less if married filing separately), multiply line 41 by 26% (.26).

Otherwise, multiply line 41 by 28% (.28) and subtract $3,500 ($1,750 if married filing separately) fromthe result .. .. ..

43 Enter: $63,700 if married filing jointly or qualifying widow(er), } $31,850 if single or marr ied filing separately, or $42,650 if head of household.

44 Enter the amount from line 7 of the Qualified Dividends and Capital GainTax Worksheet in the instructions for Form 1040, line 44, or the amount fromline 14 of the Schedule D Tax Worksheet on page D10 of the instructions forSchedule D (Form 1040), whichever applies (as figured for the regular tax). Ifyou did not complete either worksheet for the regular tax, enter 0 .

45 Subtract line 44 from line 43. If zero or less, enter 0

46 Enter the smaller of line 36 or line 37

47 Enter the smaller of line 45 or line 46

48 Multiply line 47 by 5% (.05) .49 Subtract line 47 from line 46

50 Multiply line 49 by 15% (.15) 215If line 38 is zero or blank, skip lines 51 and 52 and go to line 53. Otherwise, go to line 51.

51 Subtract line 46 from line 40

52 Multiply line 51 by 25% (.25) ~53 Add lines 42, 48, 50, and 52

54 If line 36 is $175,000 or less ($87,500 or less if married filing separately), multiply line 36 by 26% (.26).Otherwise, multiply line 36 by 28% (.28) and subtract $3,500 ($1,750 if married filing separately) fromthe result .

55 Enter the smaller of line 53 or line 54 here and on line 31. If you are filing Form 2555 or 2555EZ, do not enter

71959112-26-07Form 6251 (20

16530112 786859 CRUZ 122007.07080 CRUZ, RAFAEL E CRUZ_l


10/16

Form 2106 Employee Business Expenses~ See separate instructions.

~ Attach to Form 1040 or Form 1040NR.2007Attachmen~o. 54

OMS No. 1545-0074

Department o f the TreasuryInternal Revenue ServiceOccupation in which you incurred expenses Social securi ty numberour name

I Part II Employee Business Expenses and ReimbursementsColumnA Column B

Step 1 Enter Your Expenses Other Than Meals Meals andand Entertainment Entertainment1 Vehicle expense from line 22 or line 29. (Rural mail carriers: See instructions.) 12 Parking fees, tolls, and transportation, including train, bus, etc., that did notinvolve overnight travel or commut ing to and from work ............................... .... 23 Travel expense while away from home overnight, inc luding lodging, a irplane,car rental , etc. Do not include meals and entertainment .......... . ..............,. ...... 34 Business expenses not included on lines 1 throu~r 3. Do not include meals

and entertainment ............................................. E E . . . S . 'l ' A . ' r . E . l 1 E . N ' l ' . .. 1 . 1 . 4 14 634.5 Meals and entertainment expenses (see instructions) ... .................................. 56 Total expenses. In Column A, add lines 1 through 4 and enter the result.In Column B, enter the amount from line 5 ... .. .. .. .. .. .. .. .. . ................. ............... 6 14 634.

Note: I f you were not r etmoursed f or any expenses in Step 1, skip l ine 7 and enter the amount from line 6 on line 8.

Step 2 Enter Reimbursements Received From Your Employer for Expenses Listed in Step 17 Enter reimbursements received from your employer that were not reported to

you in box 1 of Form W-2. Include any reimbursements reported under code "L"in box 12 of your Form W-2 (see instruct ions) .............................. .................... 7

Step 3 Figure Expenses To Deduct on Schedule A (Form 1040 or Form 1040NR)8 Subtract line 7 from line 6. If zero or less, enter -0-. However, if line 7 is greaterthan line 6 in Column A, report the excess as income on Form 1040, line 7 14 634.or on Form 1040NR, line 8) .............................................................................. 8

Note: If both columns of l ine 8 are ze ro, y ou ca nn ot de duc t empl oy ee businessexpenses. St op here and attach Form 2106 to your ret um.9 In Column A, enter the amount from line 8. In Column B, multiply line 8 by

50% (.50). (Employees subject to Department of Transportat ion (DOT) hours ofservice l imits: Multiply meal expenses incurred while away from home onbusiness by 75% (.75) instead of 50%. For details, see instruct ions.) ..... . .... 9 14 634.

10 Add the amounts on line 9 of both columns and enter the total here. Also, enter the total on Schedule A(Form 1040), line 21 (or on Schedule A (Form 1040NR), l ine 9) . (Reservists, qual ified per forming artists,fee-basis state or local government off ic ials, and indiv iduals with disabi li ties: See the instruct ions for specia lrules on where to enter the totaL) . . . . . . . . . . . . . . . . . . . . . . . . . . - . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ~ 10 14 634

LHA For Paperwork Reduction Act Notice, see instructions. Form 2106 (2007

71200110-17-07

16530112 786859 CRUZ 132007.07080 CRUZ, RAFAEL E CRUZ 1


11/16

Enter the date the vehicle was placed in service .12 Total miles the vehicle was driven during 2007 .13 Business miles included on line 12 .14 Percent of business use. Divide line 13 by line 12 .15 Average daily roundtrip commuting distance .16 Commuting miles included on line 12 .17 Other miles. Add lines 13 and 16 and subtract the total from line 1218 Do you (or your spouse) have another vehicle available for personal use?

19 Was your vehicle available for personal use during off-duty hours? ......................................es ONo20 Do you have evidence to support your deduction? _ 0es ONo21 If "Yes," is the evidence written? 0es DoSection B - Standard Mileage Rate (See the instructions for Part II to find out whether to complete this section or Section C.)

(a) Vehicle (b) Vehicle~ Gaso~e,oil,repa~s,veh~~~suffinc~~c.~2=3~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~24a Vehicle rentals _ r2:::_4!!:a't-~~~~~~~~--I

b Inclu~onamount(seeinstruct ions) ~2~4~b~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~c Subtract line 24b from line 24a 24c

25 Value of employer-provided vehicle (appliesonly if 100% of annual lease value wasincluded on Form W-2--see instructions) .

26 Add lines 23, 24c, and 25 _ .27 Multiply line 26 by the percentage on In 1428 Depreciation (see instructions) ...29 Add lines 27 and 28. Enter total here and

30 Enter cost or other basis (see instructions)31 Enter section 179 deduction

(see instructions) _ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~32 Multiply line 30 by line 14 (see instructions

if you claimed the section 179 deductionor special allowance) _ - ~"--l~~~~~~~~--1

33 Enter depreciation method and percentage(see instructions) t-=~==,---,--,-,~~~~~~~~~~~~~~------..",,- ___

34 Multiply line 32 by the percentage online 33 (see instructions) .

35 Add lines 31 and 3436 Enter the applicable limit explained

in the line 36 instructions ~""-I===_,-,--~___",___",--1~~~~~~~~---1___,,_,-,--==____,___--="=37 Multiply line 36 by the percentage on In 1438 Enter the smaller of line 35 or line 37.

If you skipped lines 36 and 37, enter theamount from line 35. Also enter thisamount

Form 2106 (200

71200210-17-07

16530112 786859 CRUZ 142007.07080 CRUZ, RAFAEL E CRUZ 1


12/16

RAFAEL E & HEIDI S CRUZFORM 1040 PERSONAL EXEMPTION WORKSHEET STATEMENT

1.

2.3.4.

5.6.

7.8.9.

IS THE AMOUNT ON FORM 1040, LINE 38, MORE THAN THE AMOUNT SHOWN ON LINE 4BELOW FOR YOUR FILING STATUS?NO. STOP. MULTIPLY $3,400 BY THE TOTAL NUMBER OF EXEMPTIONS CLAIMEDON FORM 1040, LINE 6D, AND ENTER THE RESULT ON LINE 42.YES. CONTINUEMULTIPLY $3,400 BY THE TOTAL NUMBER OF EXEMPTIONS CLAIMEDON FORM 1040, LINE 6D . . . . . . . .. ....ENTER THE AMOUNT FROM FORM 1040, LINE 38 395,494.ENTER THE AMOUNT FOR YOUR FILING STATUS 234,600.SINGLE $156,400MARRIED FILING JOINTLY OR WIDOW(ER} $234,600MARRIED FILING SEPARATELY $117,300HEAD OF HOUSEHOLD $195,500SUBTRACT LINE 4 FROM LINE 3 .. . . . .IS LINE 5 MORE THAN $122,500 ($61,250 IFMARRIED FILING SEPARATELY)?[X] YES. MULTIPLY $1,133 BY THE TOTAL NUMBER

OF 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 0004 TO 1) . . . . . . .MULTIPLY LINE 6 BY 2% (.02) AND ENTER THE RESULTAS A DECIMAL . . . . . . . . .MULTIPLY LINE 2 BY LINE 7 . . . . . .DIVIDE LINE 8 BY 1.5 ..........

[ ] NO.

6,800

160,894.

2,266.

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

FORM 1040 TAX-EXEMPT INTEREST STATEMENT

NAME OF PAYERGOLDMAN SACHSTOTAL TO FORM 1040, LINE 8B

16530112 786859 CRUZ 152007.07080 CRUZ, RAFAEL E

AMOUNT2,9842,984

STATEMENT(S} 1,CRUZ_l


13/16

RAFAEL E & HEIDI S CRUZ

FORM 1040 WAGES RECEIVED AND TAXES WITHHELD STATEMENT

FEDERAL STATE CITYT AMOUNT TAX TAX SDI FICA MEDICARES EMPLOYER'S NAME PAID WITHHELD WITHHELD TAX W/H TAX TAXT OFFICE OF THEATTORNEY GENERAL 139,238. 25,086. 6,045. 2,142.T THE UNIVERSITY OFTEXAS AT AUSTINS GOLDMAN, SACHS & CO. 257,322. 59,404. 6,045. 3,777.TOTALS 396,560. 84,490. 12,090. 5,919.

FORM 1040 QUALIFIED DIVIDENDS STATEMENT

NAME OF PAYER ORDINARYDIVIDENDS QUALIFIEDDIVIDENDSGOLDMAN SACHS 1,594. 1,435.TOTAL INCLUDED IN FORM 1040, LINE 9B 1,435.

SCHEDULE A CASH CONTRIBUTIONS STATEMENT

DESCRIPTIONAMOUNT

50% LIMITAMOUNT

30% LIMITVARIOUS CHARITIES 2,945.SUBTOTALS 2,945.TOTAL TO SCHEDULE A, LINE 16 2,945.

16530112 786859 CRUZ 162007.07080 CRUZ, RAFAEL E STATEMENT(S) 3, 4,CRUZ 1


14/16

RAFAEL E & HEIDI S CRUZSCHEDULE A ITEMIZED DEDUCTIONS WORKSHEET TATEMENT

8.9.10.11.12.

1. ENTER THE TOTAL OF THE AMOUNTS FROM SCHEDULE A, LINES 4,9,15,19,20,27, AND 28 .ENTER THE TOTAL OF THE AMOUNTS FROM SCHEDULE A, LINES 4,14, AND 20, PLUS ANY GAMBLING AND CASUALTY OR THEFTLOSSES INCLUDED ON LINE 28. . . . . . . . .IS THE AMOUNT ON LINE 2 LESS THAN THE AMOUNT ON LINE 1?IF NO, YOUR DEDUCTION IS NOT LIMITED. ENTER THE AMOUNTFROM LINE 1 ABOVE ON SCHEDULE A, LINE 29.IF YES, SUBTRACT LINE 2 FROM LINE 1 .MULTIPLY LINE 3 BY 80% (.80) ........ENTER THE AMOUNT FROM FORM 1040, LINE 38 ...ENTER: $156,400 ($78,200 IF MARRIED FILINGSEPARATELY) ........IS THE AMOUNT ON LINE 6 LESS THAN THE AMOUNTON LINE 5?IF NO, YOUR DEDUCTION IS NOT LIMITED. ENTERTHE AMOUNT FROM LINE 1 ABOVE ON SCHEDULE A,LINE 29.IF YES, SUBTRACT LINE 6 FROM LINE 5MULTIPLY LINE 7 BY 3% (.03) ..ENTER THE SMALLER OF LINE 4 OR LINE 8 . . . . .DIVIDE LINE 9 BY 3 .......SUBTRACT LINE 10 FROM LINE 9..

7,1732,3914,782

62,2202.

3.

62,2204.5.6.49,776.395,494.

156,400.7.

239,094.7,173.

TOTAL ITEMIZED DEDUCTIONS. SUBTRACT LINE 11 FROM LINE 1.ENTER THE RESULT HERE AND ON SCHEDULE A, LINE 29 . . . 57,438

SCHEDULE B TAX-EXEMPT INTEREST TATEMENTAMOUNTAME OF PAYER

2,984OLDMAN SACHSTOTAL TAX-EXEMPT INTEREST TO SCHEDULE B, LINE 1 2,984

172007.07080 CRUZ, RAFAEL E STATEMENT(S) 6,CRUZ_l6530112 786859 CRUZ


15/16


SCHEDULE D CAPITAL LOSS CARRYOVER STATEMENT

1. ENTER THE AMOUNT FROM FORM 1040, LINE 41 .2. ENTER THE LOSS FROM SCHEDULE D, LINE 21, AS A POSITIVE3. COMBINE LINES 1 AND 2. IF ZERO OR LESS, ENTER -0-4. ENTER THE SMALLER OF LINE 2 OR LINE 3 ..AMOUNT. 338,0563,000341,0563,000

5. ENTER THE LOSS FROM SCHEDULE D, LINE 7, AS A POSITIVE AMOUNT.6. ENTER THE GAIN, IF ANY, FROM SCHEDULE D,LINE 15 . . . . . . . . . . . . . . . . . . . . .7. ADD LINES 4 AND 6 . . . . . . . . . .8. SHORT-TERM CAPITAL LOSS CARRYOVER TO 2008.SUBTRACT LINE 7 FROM LINE 5. IF ZERO OR LESS, ENTER -0- ..

11.

ENTER THE LOSS FROM SCHEDULE D, LINE 15, AS A POSITIVE AMOUNT. 6,147ENTER THE GAIN, IF ANY, FROM SCHEDULE D,LINE 7 . . . . . . . UBTRACT LINE 5 FROM LINE 4. IF ZERO OR LESS,ENTER -0- . . . . . 3,000.ADD LINES 10 AND 11 . . . . 3,000LONG-TERM CAPITAL LOSS CARRYOVER TO 2008.SUBTRACT LINE 12 FROM LINE 9. IF ZERO OR LESS, ENTER -0- 3,147

9.10.

12.13.

16530112 786859 CRUZ 182007.07080 CRUZ, RAFAEL E STATEMENT(S}CRUZ 1


16/16


FORM 6251 EXEMPTION WORKSHEET STATEMENT

1 ENTER: $44,350 IF SINGLE OR HEAD OF HOUSEHOLD; $66,250 IFMARRIED FILING JOINTLY OR QUALIFYING WIDOW(ER); $33,125IF MARRIED FILING SEPARATELY. . . . 2 ENTER YOUR ALTERNATIVE MINIMUM TAXABLE INCOME(AMTI) FORM 6251, LINE 28 . . . . . 364,119.3 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- . . . . . . . . . . 214 ,119 .

66,250.

5 MULTIPLY LINE 4 BY 25% (.25) .....6 SUBTRACT LINE 5 FROM LINE 1. IF ZERO OR LESS, ENTER -0-. IFTHIS FORM IS FOR A CHILD UNDER AGE 18, GO TO LINE 7 BELOW.OTHERWISE, STOP HERE AND ENTER THIS AMOUNT ON FORM 6251,LINE 29, AND GO TO FORM 6251, LINE 30 .....

53,530.

12,720.789

CHILD'S MINIMUM EXEMPTION AMOUNT ..ENTER THE CHILD'S EARNED INCOME, IFADD LINES 7 AND 8 . . . . . . ANY

10 ENTER THE SMALLER OF LINE 6 OR LINE 9 HERE AND ON FORM 6251,LINE 29, AND GO TO FORM 6251, LINE 30 . . .

FORM 6251 INTEREST FROM SPECIFIED PRIVATE ACTIVITY BONDS STATEMENT 1

DESCRIPTION AMOUNTGOLDMAN SACHS 566TOTAL TO FORM 6251, LINE 11 566

FORM 2106/SBE OTHER BUSINESS EXPENSES STATEMENT 1

ATTORNEYDESCRIPTION AMOUNTMISCELLANEOUS 14,634.TOTAL TO FORM 2106/SBE, PART I, LINE 4 14,634.

Cruz Tax Return 2007

Documents