Missouri Form Mo 1040 PDF Details

The Missouri Department of Revenue's 2008 Form MO-1040 Individual Income Tax Return—Long Form, serves as a comprehensive document for residents navigating their state income tax obligations for either the calendar year from January 1 to December 31, 2008, or for a fiscal year commencing within 2008. Tailored to accommodate a wide array of familial and personal financial scenarios, this form facilitates declarations of various income types, adjustments, and deductions, while also offering opportunities for contributors to support state trust funds benefiting children, veterans, and other community members. It details the procedure for claiming exemptions and deductions based on one's age, disability status, and income sources, including pensions and Social Security. This form further outlines how to compute Missouri's adjusted gross income and taxable income, integrate federal tax information, and navigate specific credits and deductions such as those for long-term care insurance and health care sharing ministries. For housing a section for amended returns, it also possesses the flexibility to correct or update one's tax filings. Moreover, the document provides guidelines for allocating overpayments and addressing underpayments, including estimated tax penalty assessments, thereby ensuring taxpayers meet their obligations accurately and efficiently.

QuestionAnswer
Form NameMissouri Form Mo 1040
Form Length5 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min 15 sec
Other names2008 missouri mo 1040 missouri 2008 1040 long form

Form Preview Example

MISSOURI DEPARTMENT OF REVENUE 2008 FORM MO-1040

INDIVIDUAL INCOME TAX RETURN—LONG FORM

FOR CALENDAR YEAR JAN. 1–DEC. 31, 2008, OR FISCAL YEAR BEGINNING

 

2008, ENDING

 

 

20

 

AMENDED RETURN — CHECK HERE

 

SOFTWARE

002

 

NAME AND ADDRESS

 

VENDOR CODE

 

 

 

SOCIAL SECURITY NUMBER

NAME (LAST)

SPOUSE’S (LAST)

(FIRST)

(FIRST)

SPOUSE’S SOCIAL SECURITY NUMBER

M.I. JR, SR

M.I. JR, SR

IN 2008

DECEASED

IN CARE OF NAME (ATTORNEY, EXECUTOR, PERSONAL REPRESENTATIVE, ETC.)

COUNTY OF RESIDENCE

 

 

 

SCHOOL DISTRICT NO.

 

PRESENT ADDRESS (INCLUDE APARTMENT NUMBER OR RURAL ROUTE)

 

CITY, TOWN, OR POST OFFICE

 

 

STATE

ZIP CODE

 

You may contribute to any one or all of the

Children’s

Veterans

Elderly Home

Missouri

 

Workers’

 

Childhood

Missouri

General

After

trust funds on Line 45. See pages 9–10 for

Workers

LEAD

Military

General

Revenue

School

 

 

Delivered

National

Memorial

Lead

 

 

 

 

 

 

 

 

 

a description of each trust fund, as well as

 

 

 

 

Family

Revenue

 

Retreat

 

 

Meals

Guard

 

 

 

Testing

 

 

 

trust fund codes to enter on Line 45.

 

 

 

 

 

 

Relief

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PLEASE CHECK THE APPROPRIATE BOXES THAT APPLY TO YOURSELF OR YOUR SPOUSE AS OF DECEMBER 31, 2008.

 

AGE 62 THROUGH 64

AGE 65 OR OLDER

 

BLIND

 

100% DISABLED

 

 

NON-OBLIGATED SPOUSE

 

YOURSELF

SPOUSE

YOURSELF

SPOUSE

YOURSELF

SPOUSE

YOURSELF

SPOUSE

YOURSELF

SPOUSE

INCOME

EXEMPTIONS AND DEDUCTIONS

 

 

 

Yourself

1.

Federal adjusted gross income from your 2008 federal return (See worksheet on page 6.) .

1Y

 

2.

Total additions (from Form MO-A, Part 1, Line 6)

. . . . . . . . . . . . . . . . . . . .

2Y

 

3.

Total income — Add Lines 1 and 2

. . . . . . . . . . . . . . . . . . . .

3Y

 

4.

Total subtractions (from Form MO-A, Part 1, Line 13)

. . . . . . . . . . . . . . . . . . . .

4Y

 

5.

Missouri adjusted gross income — Subtract Line 4 from Line 3. . .

. . . . . . . . . . . . . . . . . . . .

5Y

 

6.

Total Missouri adjusted gross income — Add columns 5Y and 5S.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

7.

Income percentages — Divide columns 5Y and 5S by total on Line 6. (Must equal 100%). . . .

7Y

 

8. Pension and Social Security/Social Security disability exemption (from Form MO-A, Part 3) . .

. . . . . . . . . . . . .

8

9. Mark your filing status box below and enter the appropriate exemption amount on Line 9.

 

 

 

A. Single — $2,100 (See Box B before checking.)

E. Married filing separate (spouse

 

 

B. Claimed as a dependent on another person’s federal

NOT filing) — $4,200

 

 

tax return — $0.00

F. Head of household — $3,500

 

 

C. Married filing joint federal & combined Missouri — $4,200

G. Qualifying widow(er) with

 

 

 

 

 

9

 

D. Married filing separate — $2,100

dependent child — $3,500

 

10.Tax from federal return (Do not enter amount from your Form W-2(s)—Do Not Enter Federal Tax Withheld.)

 

• Federal Form 1040, Line 56 minus Lines 45 and 64a; or

 

 

 

Federal Form 1040A, Line 35 minus Line 40a and alternative minimum tax on Line 28; or

 

00

 

Federal Form 1040EZ, Line 11 minus Line 8a

10

11.

Other tax from federal return — Attach copy of your federal return (pages 1 and 2).

11

00

12.

Total tax from federal return — Add Lines 10 and 11

12

00

13.Federal tax deduction — Enter amount from Line 12 not to exceed $5,000 for individual filer;

$10,000 for combined filers

13

14.Missouri standard deduction OR itemized deductions. Single or Married Filing Separate — $5,450; Head of

Household— $8,000; married Filing a Combined Return or Qualifying Widow(er) — $10,900; If you are age 65 or older, blind, claimed as a dependent, or if you claimed an additional standard deduction, see your federal return or page 7. If itemizing, see Form MO-A, Part 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

15.Number of dependents from Federal Form 1040 OR 1040A, Line 6c

 

(DO NOT INCLUDE YOURSELF OR SPOUSE.)

x $1,200 = . .

15

16.

Number of dependents on Line 15 who are 65 years of age or older and do not

 

 

 

receive Medicaid or state funding (DO NOT INCLUDE YOURSELF OR SPOUSE.)

x $1,000 = . .

16

17.

Long-term care insurance deduction

. . . . . . . . . . . . .

17

18.

Health care sharing ministry deduction

. . . . . . . . . . . . .

18

19.

Total deductions — Add Lines 8, 9, 13, 14, 15, 16, 17, and 18

. . . . . . . . . . . . .

19

20.

Subtotal — Subtract Line 19 from Line 6

. . . . . . . . . . . . .

20

21.

Multiply Line 20 by appropriate percentages (%) on Lines 7Y and 7S

21Y

 

22.

Enterprise zone or rural empowerment zone income modification

22Y

 

23.

Subtract Line 22 from Line 21. Enter here and on Line 24

23Y

 

 

 

Spouse

00

1S

00

00

2S

00

00

3S

00

00

4S

00

00

5S

 

00

 

 

00

 

%

7S

%

 

 

00

 

00

 

00

 

 

 

00

 

 

 

00

 

Do not

 

Xinclude

 

 

 

 

 

 

yourself

 

00

X

or

 

 

 

spouse.

 

00

 

 

 

00

 

 

 

00

 

 

 

00

 

 

00

21S

 

 

00

00

22S

 

 

00

00

23S

 

 

00

MO 860-1094 (09-2008)

For Privacy Notice, see the instructions.

TAX

AMENDED RETURN PAYMENTS / CREDITS

REFUND OR AMOUNT DUE

SIGNATURE

 

 

 

Yourself

 

Spouse

24.

Taxable income amount from Lines 23Y and 23S

24Y

00

24S

00

25.

Tax. (See tax table on page 38 of the instructions.)

25Y

00

25S

00

26.

Resident credit — Attach Form MO-CR and other states’ income tax return(s). OR

26Y

00

26S

00

27.Missouri income percentage — Enter 100% unless you are completing Form MO-NRI. Attach Form MO-NRI and a copy of your federal return if less than 100%. Check the box if you or your spouse is a professional entertainer or a member of a professional athletic team.

 

YOURSELF

SPOUSE

27Y

 

% 27S

%

28.

Balance — Subtract Line 26 from Line 25; OR

 

 

00 28S

00

 

Multiply Line 25 by percentage on Line 27

28Y

 

29.

Other taxes (Check box and attach federal form indicated.)

 

 

 

 

 

 

Lump sum distribution (Form 4972)

 

 

 

 

 

 

Recapture of low income housing credit (Form 8611)

29Y

 

00 29S

00

30.

Subtotal — Add Lines 28 and 29. .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

30Y

 

00 30S

00

31.

Total Tax — Add Lines 30Y and 30S

31

 

00

 

32.

MISSOURI tax withheld — Attach Form W-2(s) and/or Form 1099(s)

32

 

00

 

33.

2008 Missouri estimated tax payments (include overpayment from 2007 applied to 2008)

33

 

00

 

34.

Missouri tax payments for nonresident partners or S corporation shareholders — Attach Form MO-2NR

34

 

00

 

35.

Missouri tax payments for nonresident entertainers — Attach Form MO-2ENT

35

 

00

 

36.

Amount paid with Missouri extension of time to file (Form MO-60)

. . . . . . . . . . . . . . . . .

36

 

00

 

37.

Miscellaneous tax credits (from Form MO-TC, Line 13) — Attach Form MO-TC

. . . . . . . . . . . . . . . . .

37

 

00

 

38.

Property tax credit — Attach Form MO-PTS

38

 

00

 

39.

Total payments and credits — Add Lines 32 through 38

. . . . . . . . . . . . . . . . .

39

 

00

 

Skip Lines 40–42 if you are not filing an amended return.

40.

. .Amount paid on original return

. . . . . .

. . . .

. . . . . .

. . .

. . . . .

. . . . . . . . . . . .

. . . . . . . . . .

.

. . .

 

. . .

.

. .

 

. . .

. . . . .

 

40

 

 

00

 

41.

Overpayment as shown (or adjusted) on original return . .

. . . . .

. . . . . . . . . . . .

. . . . . . . . . .

.

. . .

 

. . .

.

. .

 

. . .

. . . . .

 

41

 

 

00

 

 

INDICATE REASON(S) FOR AMENDING.

 

 

 

 

 

 

M

 

 

M

 

D

 

 

D

 

 

Y

 

 

Y

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A. Federal audit

 

 

 

 

 

Enter date of IRS report.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

. . . . . . . . . .

. . . . . . . .

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

B. Net operating loss carryback

 

 

.

. . . . . . .Enter year of loss.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

. . . . . . . . .C. Investment tax credit carryback

. . .

. . . . .

. . . . . .Enter year of credit.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

D. Correction other than A, B, or C . . .

Enter date of federal amended return, if filed.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

42.

Amended Return — total payments and credits. Add Line 40 to Line 39 or subtract Line 41 from Line 39

 

42

 

 

00

 

43.

If Line 39, or if amended return, Line 42, is larger than Line 31, enter difference

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

00

 

 

(amount of OVERPAYMENT) here

. . . . . . . . . .

. . . . . . . .

. . . . . . . . . . .

. . . . . . . . . . .

.

. . .

 

. .

.

.

.

.

 

. .

 

. . . . .

 

43

 

 

 

44.

Amount of Line 43 to be applied to your 2009 estimated tax . . .

. . . . . . . . . . .

. . . . . . . . . . .

.

. . .

 

. .

.

.

.

.

 

. .

 

.

. .

 

. .

 

44

 

 

00

 

45.

Enter the amount of

 

 

Children’s

 

Veterans

 

Elderly

 

Missouri

Workers’

Childhood

 

Missouri

 

 

 

 

 

 

General

 

After

Addl. Trust

Addl. Trust

 

 

your donation in the

 

 

 

 

 

 

Home

 

National

Workers Memorial

LEAD Lead

 

Military

 

 

General

 

Revenue

 

School

Fund Code

Fund Code

 

 

trust fund boxes

 

 

 

 

 

 

Delivered

 

Guard

 

Testing

 

Family

 

 

Revenue

 

 

 

 

 

 

 

Retreat

(See Instr.)

(See Instr.)

 

 

 

 

 

 

 

 

 

 

 

Relief

 

 

 

 

 

 

 

 

 

 

 

 

 

_____|_____

_____|_____

 

 

to the right. See

 

 

 

 

 

 

Meals

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

instructions for

45

 

00

 

00

 

00

 

00

00

00

 

00

 

 

 

 

 

00

 

 

00

00

00

 

 

trust fund codes.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

46.Overpayment to be refunded to you. Subtract Lines 44 and 45 from Line 43 and enter here. Sign below and mail return to: Department of Revenue, PO BOX 500, JEFFERSON CITY, MO 65106-0500)

 

REFUND

46

00

47.

If Line 31 is larger than Line 39 or Line 42, enter the difference (amount of UNDERPAYMENT) here

47

00

48.

Underpayment of estimated tax penalty — Attach Form MO-2210. Enter penalty amount here

48

00

49.Total amount due — Add Lines 47 and 48 and enter here. Sign below and mail return and payment to: Department of Revenue, PO BOX 329, JEFFERSON CITY, MO 65107-0329. Please write your social security number(s) and daytime phone number on your check or money order (U.S. funds only).

Make payable to Missouri Department of Revenue

AMOUNT YOU OWE 49

00

If you pay by check, you authorize the Department of Revenue to process the check electronically. Any check returned unpaid may be presented again electronically.

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which he/she has any knowledge. As provided in Chapter 143, RSMo, a penalty of up to $500 shall be imposed on any individual who files a frivolous return. I also declare under penalties of perjury that I employ no illegal or unauthorized aliens as defined under federal law and that I am not eligible for any tax exemption, credit or abatement if I employ such aliens.

I authorize the Director of Revenue or delegate to discuss my return and attachments

E-MAIL ADDRESS

PREPARER’S TELEPHONE

with the preparer or any member of the preparer’s firm.

 

 

YES

 

NO

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

X

DATE

 

 

PREPARER’S SIGNATURE

 

FEIN, SSN, OR PTIN

SIGNATURE

 

 

 

SPOUSE’S SIGNATURE (If filing combined, BOTH must sign)

DAYTIME TELEPHONE

PREPARER’S ADDRESS AND ZIP CODE

 

 

DATE

 

 

 

 

 

 

 

 

 

 

 

MO 860-1094 (09-2008)

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For you to complete this document, make certain you provide the required details in every single blank:

1. You will want to fill out the Missouri Form Mo 1040 correctly, hence be attentive when filling in the sections containing all of these fields:

Part number 1 of submitting Missouri Form Mo 1040

2. Once this selection of fields is done, go on to enter the applicable details in these - Spouses First Name, Spouses Last Name, In Care Of Name Attorney Executor, Present Address Include Apartment, Suffix, City Town or Post Office, State, ZIP Code, County of Residence, s s e r d d A, You may contribute to any one or, Missouri Medal of Honor Fund, Childrens Trust Fund, Veterans Trust Fund, and Elderly Home Delivered Meals.

In Care Of Name Attorney Executor, Veterans Trust Fund, and Missouri Medal of Honor Fund inside Missouri Form Mo 1040

3. In this part, examine e m o c n, Yourself Y, Spouse S, Federal adjusted gross income, see worksheet on page of the, Total additions from Form MOA, Total income Add Lines and, Total subtractions from Form MOA, Missouri adjusted gross income, Total Missouri adjusted gross, Income percentages Divide, Line Must equal, Pension Social Security and, Section D, and Tax from federal return. Each one of these will need to be taken care of with highest attention to detail.

Find out how to fill in Missouri Form Mo 1040 portion 3

4. To move ahead, the following step requires filling out a few fields. Examples of these are s n o i t c u d e D d n a, s n o i t p m e x E, Federal income tax deduction, amount not to exceed for an, Missouri standard deduction or, Single or Married Filing Separate, Additional Exemption for Head of, Longterm care insurance deduction, Health care sharing ministry, Active Duty Military income, Inactive Duty Military income, Bring jobs home deduction, Transportation facilities, A Port Cargo Expansion, and B International Trade Facility, which are vital to going forward with this process.

Writing part 4 in Missouri Form Mo 1040

5. This very last point to submit this PDF form is crucial. Make sure you fill out the required fields, for example d e u n i t n o C s n o i t c u d, First time home buyers deduction, Long term dignity savings account, Foster parent tax deduction, Total deductions Add Lines and, Subtotal Subtract Line from, Multiply Line by appropriate, Lines Y and S, Enterprise zone or rural, modification, Taxable income Subtract Line, Tax see tax chart on page of the, Resident credit Attach Form MOCR, income tax returns, and Missouri income percentage Enter, prior to finalizing. If not, it might lead to an incomplete and potentially nonvalid form!

Completing part 5 of Missouri Form Mo 1040

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