CITY OF LAPEER INDIVIDUAL INCOME TAX RETURN DUE April 30, 2021 2020 L-1040 TAXPAYER’S FIRST NAME, MIDDLE INITIAL, AND LAST NAME YOUR SOCIAL SECURITY NUMBER Check here if you itemized deductions on your 2020 federal tax return IF JOINT RETURN, SPOUSE’S FIRST NAME, MIDDLE INITIAL, AND LAST NAME SPOUSE’S SOCIAL SECURITY NUMBER Deceased: Taxpayer Date________________ Spouse Date________________ CURRENT HOME ADDRESS (NUMBER AND STREET INCLUDING APARTMENT NUMBER) IF MARRIED, IS SPOUSE FILING A SEPARATE RETURN? YES NO If Yes - Spouse’s Name and SSN: CITY, TOWN OR POST OFFICE, STATE AND ZIP CODE ENTER NAME AND ADDRESS USED ON 2019 RETURN IF DIFFERENT RESIDENCY STATUS: RESIDENT NONRESIDENT PART-YEAR RESIDENT FROM ________/_______/2020 TO _______/________/2020 EXEMPTIONS 1a Yourself 65 or over Blind Disabled Deaf 1b. Spouse 65 or over Blind Disabled Deaf Name of Dependent Social Security Number Relationship Date of Birth Number of boxes checked 1c. Number of dependents listed 1d. 1e. Total Exemptions 1f. (Enter on line 17) INCOME Resident-report all income earned regardless of where earned. Nonresident-report all income earned in City. Include Wages, Tips and other Compensation (Deferred compensation distributions, sick pay etc.). Wages earned in and out of the City by the same employer should be allocated on Page 2, line 27. ATTACH TO Employer’s Name Where you work Column A Column B BACK OF THIS Income Tax Withheld Wages from W-2, Box 1 RETURN 2a .00 .00 COPY OF 2b .00 .00 PAGES 1&2 OF 2c .00 .00 FEDERAL 2d .00 .00 FORM 1040 AND REQUIRED 2e Total for additional employers from attached sheet .00 .00 SCHEDULES 3 TOTAL COMPENSATION AND LAPEER TAX WITHHELD 3a .00 3b .00 4 Taxable interest Attach copy of Page 1 of Federal 1040 4 .00 5 Ordinary dividends Attach copy of Page 1 of Federal 1040 5 .00 6 Business and farming income from Page 2, line 28f Attach copy of Federal Schedule C 6 .00 ATTACH 7 Capital gains or losses Attach copy of Federal Schedule D 7 .00 W-2 8 Rental real estate, royalties, partnerships, trusts, etc. from Page 2, line 30d Attach copy of Federal Schedule E 8 .00 FORMS 9 Other income total from Page 2, line 31f (UNEMPLOYMENT IS NOT TAXABLE INCOME TO THE CITY) 9 .00 HERE 10 TOTAL INCOME ADD LINES 3B THROUGH 9 10 .00 DEDUCTIONS 11 Individual Retirement Account Attach copy of Federal 1040 Schedule 1 11 .00 12 Employee business expenses Attach copy of Federal Schedule 2106 12 .00 ENCLOSE CHECK OR 13 Moving expenses Attach Federal Form 3903 or list 13 .00 MONEY 14 Alimony paid – DO NOT INCLUDE CHILD SUPPORT Attach copy of Federal 1040 Schedule 1 14 .00 ORDER 15 TOTAL DEDUCTIONS. ADD LINES 11 THROUGH 14 15 .00 FOR TAX 16 TOTAL INCOME AFTER DEDUCTIONS. SUBTRACT LINE 15 FROM LINE 10 16 .00 DUE 17 Amount for exemptions. Number of exemptions ________ times exemption amount of $600.00 17 .00 (DO NOT STAPLE 18 TOTAL INCOME SUBJECT TO TAX. SUBTRACT LINE 17 FROM LINE 16 18 .00 TO CALCULATE CITY OF LAPEER TAX : RETURN) 19 Multiply Line 18 by .01 for Residents, .005 for Nonresidents or amount from Part-year resident Schedule P 19 .00 PAYMENTS AND CREDITS (If line 24 exceeds $100 see instructions for making estimated tax payments) 20 Tax withheld by your employer from line 3a above 20 .00 21 Payments on 2020 Declaration of Estimated Income Tax, extension and credit forward 21 .00 22 Credit for tax paid to another city and/or for tax paid by a partnership. Attach copy of other city’s return 22 .00 23 TOTAL PAYMENTS AND CREDITS ADD LINES 20 THROUGH 22 23 .00 TAX DUE 24. If tax (line 19 is larger than payments (line 23) >>>> PAY WITH RETURN 24 .00 Check, money order or for direct withdrawal mark 27 a ,c ,d, e, f below OVERPAYMENT 25. If payments (line 23) are larger than tax (line 19) >>>> REFUND 25 .00 For direct deposit mark 27 b, d, e, f below CREDIT TO 2021 26. Overpayment to be HELD and APPLIED TO 2021 ESTIMATED TAX >>>> CREDIT FORWARD 26 .00 ELECTRONIC REFUND OR PAYMENT INFORMATION 27 a. TAX DUE – DIRECT WITHDRAWAL b. REFUND – DIRECT DEPOSIT c. Electronic funds withdrawal effective date: ______/______/______ d. Account Type: SAVINGS CHECKING (if blank, default is date return processed) e. Routing No. MUST BE 9 DIGITS ___ ___ ___ ___ ___ ___ ___ ___ ___ f. Account No. ___ ____ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ SIGNATURES ARE REQUIRED ON PAGE 2 MAKE CHECK OR MONEY ORDER PAYABLE TO: CITY OF LAPEER OR PAY WITH ELECTRONIC FUNDS WITHDRAWAL MAIL RETURN TO: Lapeer City Income Tax Department, 576 Liberty Park, Lapeer, MI 48446 2020 L-1040 PAGE 1 |
FAILURE TO ATTACH DOCUMENTATION OR ATTACHING INCORRECT OR INCOMPLETE DOCUMENTATION WILL RESULT IN DEDUCTIONS AND LOSSES BEING DISALLOWED OR DELAY PROCESSING OF RETURN 27. WAGE ALLOCATION - FOR NONRESIDENT WORKING INSIDE AND OUTSIDE OF LAPEER FOR SAME EMPLOYER COMPUTATION OF LAPEER WAGES OF A NONRESIDENT WHO WORKS BOTH IN AND OUTSIDE OF LAPEER FOR THE SAME EMPLOYER. WAGES FROM LINE 27f ARE TO BE ENTERED ON THE APPROPRIATE LINE OF PAGE 1, LINES 2a THROUGH 2e, COLUMN “Wages from W-2, Box 1” 27a Employer Name. (A COMPUTATION MUST BE MADE FOR EACH EMPLOYER) 1 2 3 4 27b Actual number of days or hours worked for employer. (DO NOT INCLUDE WEEKENDS OFF, HOLIDAYS, SICK OR VACATION DAYS, ETC. IN AMOUNTS ON 27b and 27c 27c Actual number of days or hours worked in Lapeer 27d Percentage of days or hours worked in Lapeer. Line 27c divided by line 27b % % % % 27e Total wages shown on LW-2 or W-2 box 1. .00 .00 .00 .00 27f Wages earned in Lapeer. Line 27e multiplied by percentage on line 27d .00 .00 .00 .00 Enter on page 1, column B, lines 2a through 2e, the Lapeer wages from 27f for each employer 28. BUSINESS AND FARMING INCOME 28a Net profit (or loss) from business, profession or farm. (ATTACH FEDERAL SCHEDULE C OR SCHEDULE F .00 28b Allocation percentage from line 29g below. (IF ALL BUSINESS WAS CONDUCTED IN LAPEER ENTER 100%) % 28c Allocated net profit (loss). Multiply line 28a by line 28b .00 28d Applicable portion of net operating loss carryover. (ATTACH SCHEDULE) .00 28e Applicable portion of retirement plan deduction. Check type of plan KEOGH SEP SIMPLE (Attach federal schedule) .00 28f Total. Lines 28c less lines 28d and 28e. ENTER HERE AND ON PAGE 1 LINE 6 .00 29. BUSINESS ALLOCATION FORMULA- FOR NONRESIDENT BUSINESS INCOME EARNED INSIDE AND OUTSIDE THE CITY OF LAPEER COLUMN 1 COLUMN 2 COLUMN 3 BUSINESS FEIN: LOCATED LOCATED IN PERCENTAGE EVERYWHERE LAPEER (COLUMN 2 29a Average net book value of real tangible personal property .00 .00 DIVIDED BY 29b Annual gross rent paid on real property multiplied by 8. .00 .00 COLUMN 1) 29c Total property. Add lines 29a and 29b .00 .00 % 29d Total wages, salaries and other compensation of all employees .00 .00 % 29e Gross receipts from sales made or services rendered .00 .00 % 29f Total percentages. Add the percentages computed in column 3 lines 29c, 29d and 29e % 29g Business Allocation Percentage. Divide line 29f by the number of factors used ENTER HERE AND ON LINE 28B ABOVE % 30. RENTAL REAL ESTATE, ROYALTIES, PARTNERSHIPS, TRUSTS, ETC. THE FEDERAL RULES CONCERNING PASSIVE LOSSES ARE APPLICABLE TO LOSSES DEDUCTED ON THIS RETURN. SUBCHAPTER S GAINS ARE NOT TAXABLE AND SUBCHAPTER S LOSSES ARE NOT DEDUCTIBLE ON INDIVIDUAL RETURNS UNDER THE LAPEER INCOME TAX ORDINANCE. 30a Rental real estate from federal Schedule E. (ATTACH FEDERAL SCHEDULE E AND FORM 8582) .00 30b Partnership, estates, trusts from federal Schedule E. (ATTACH FEDERAL SCHEDULE E AND SCHEDULE K-1) .00 30c Subchapter S distributions. (ATTACH A COPY OF FEDERAL SCHEDULE K-1) .00 30d Total. Add lines 30a, 30b and 30c. ENTER HERE AND ON PAGE 1, LINE 8 .00 31. OTHER INCOME OTHER INCOME INCLUDES: GAMBLING & LOTTERY WINNINGS, ALIMONY RECEIVED, PROFIT SHARING PLAN DISTRIBUTIONS, PREMATURE IRA DISTRIBUTIONS, PREMATURE PENSION PLAN DISTRIBUTIONS, ETC. ATTACH COPIES OF ALL FEDERAL SCHEDULES AND FORMS 1099. RECEIVED FROM KIND OF INCOME AMOUNT 31a .00 31b .00 31c .00 31d .00 31e .00 31f Total. Add lines 31a through 31e. ENTER HERE AND ON PAGE 1, LINE 9 .00 THIRD PARTY DESIGNEE Do you want to allow another person to discuss this return with the Income Tax Department? Yes-complete the following No Designee’s Name:_______________________________________________ Phone No. ___________________ Personal ID Number(PIN)____________ 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. If prepared by a person other than taxpayer, the preparer’s declaration is based on all information of which preparer has any knowledge. ___________________________________________________/____/____ _______________________________________________/____/____ TAXPAYER’S SIGNATURE – If joint return both husband and wife must sign. DATE SIGNATURE OF PREPARER OTHER THAN TAXPAYER DATE __________________________________________________/____/____ ________________________________________________________ SPOUSE’S SIGNATURE DATE PREPARER’S ADDRESS Occupation: Taxpayer_____________________________ Spouse______________________ PREPARER’S PHONE NUMBER (_______) ___________________________________ DAYTIME PHONE NUMBER (_______) _______________________________ 2020 L-1040 PAGE 2 |