Tax Return
Tax Return
SARAH K NEWLAND
Tax Return Signature/Consent to Disclosure
On-Line Self Select PIN without Direct Debit
Perjury Statement
Under penalties for perjury, I declare that I have examined this return, including any accompanying statements and schedules and, to the best of my
knowledge and belief, it is true, correct, and complete.
Consent to Disclosure
I consent to allow my Intermediate Service Provider, transmitter, or Electronic Return Originator (ERO) to send my return to IRS and to receive the following
information from IRS: a) an acknowledgement of receipt or reason for rejection of transmission; b) an indication of any refund offset; c) the reason
for any delay in processing or refund; and, d) the date of any refund.
I am signing this Tax Return and Electronic Funds Withdrawal Consent, if applicable, by entering my Self
Select PIN below.
S u bm is sio n ID
First Name and Midd le Initial Last Name Your Social Security Number Spouse's Social Security Number
JUSTIN F NEWLAND 310963942 315135089
Spouse's First Name and Midd le Spouse's Last Name Street Address
Initi al SARAH K NEWLAND 2729 US HWY 421
City State Zip Code Daytime Telephone Number
WESTVILLE IN 46391 5749332590
If I have filed a balance due return, I understand that if the DOR does not receive full and timely payment of my tax liability, I will I
remain liable for the tax liability and all applic able interest and penalties.
Under penalties of perjury, I declare that the amounts in Part I above agree with the amounts on the corresp onding lines of the N
electronic portion of my 2020 income tax return. To the best of my knowledge and belief, my return is true, correct and complete
I consent to allow my transmitter to send my return, this declaration, and accompanying schedule s and statements to the D OR.
D
I also consent to the DOR sending an acknowledgement of receipt of transmission and an indication of whether or not my return
is accepted, and, if rejected, the reason(s) f or the rejection. I
In additio n, by using a computer system and software to prepare and transmit my return electronically, I consent to the disclosure to A
the DOR of all information pertaining to my use of the system and software and to the transmission of my tax return electronically.
N
Taxpayer's Signature Date Spouse's Signature Date A
1029
2020 Federal Tax Return Filing Instructions
FOR THE YEAR ENDING
December 31, 2020
JUSTIN F NEWLAND
Prepared for
SARAH K NEWLAND
Gross Income $ 80,919
Tax Adjusted Gross Income $ 80,919
Summary Total Deductions $ 24,800
Total Taxable Income $ 56,119
Total Tax $ 4,447
Total Payments $ 11,796
Refund Amount $ 7,349
Amount You Owe $ 0
Since you are filing your return electronically and you chose
Mailing to use an electronic signature, you do not mail your return.
Address
Instructions
STEP 1 - Once your e-filed return has been accepted, you will receive
an e-mail
STEP 2 - Keep a copy
Print a copy of the return for your records.
Please attach a copy of each W-2, W-2G, 1099G and 1099R to your return.
Filing Status Single X Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er)(QW)
Check only If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QW box, enter the child's name if the qualifying person
one box. is a child but not your dependent
Your first name and middle initial Last name Your social security number
JUSTIN F NEWLAND 310-96-3942
If joint return, spouse's first name and middle initial Last name Spouse's social security no.
SARAH K NEWLAND 315-13-5089
Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
2729 US HWY 421 Ch eck h ere if y ou, or y our spouse
if f iling j oint ly, w ant $3 t o go t o t h is
City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code f und . Ch eck ing a b ox b elow w ill not
WESTVILLE IN 46391 ch ange y our t ax or ref und .
At any time during 2020, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency? Yes X No
Standard Someone can claim: You as a dependent Your spouse as a dependent
Deduction Spouse itemizes on a separate return or you were dual- status alien
Age/Blindness You: Were born before January 2, 1956 Are blind Spouse: Was born before January 2, 1956 Is blind
Dependents (see instructions): (2) Social securit y no. (3) Relat ionsh ip t o y ou (4) if q ualif ies f or (see inst .):
If more Cred it f or ot h er
(1) First name Last name Ch ild t ax cred it
d epend ent s
than four
dependents, MARY NEWLAND 316-44-6785GRANDPARENT X
see instrs. FREDRICK NEWLAND 305-36-1569GRANDPARENT X
and check
here
1 Wages, salaries, tips, etc. Attach Form(s) W-2 1 79,749.
Attach 2a Tax-exempt interest 2a b Taxable interest 2b
Sch. B if
3a Qualified dividends 3a b Ordinary dividends 3b
required.
4a IRA distributions 4a b Taxable amount 4b
Standard 5a Pensions and annuities 5a b Taxable amount 5b
Deduction for - 6a Social security benefits 6a b Taxable amount 6b
Single or M arried
f iling separat ely, 7 Capital gain or (loss). Attach Schedule D if required. If not required, check here 7
$12,400
8 Other income from Schedule 1, line 9 8 1,170.
M arried f iling
j oint ly or 9 Add lines 1, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income 9 80,919.
Qualifying 10 Adjustments to income:
widow(er),
$24,800 a From Schedule 1, line 22 10a
Head of b Charitable contributions if you take the standard deduction. See instr. 10b
h ouseh old ,
$18,650 c Add lines 10a and 10b. These are your total adjustments to income 10c
If y ou ch ecked 11 Subtract line 10c from line 9. This is your adjusted gross income 11 80,919.
any box under
St and ard
12 Standard deduction or itemized deductions (from Schedule A) 12 24,800.
D ed uct ion, 13 Qualified business income deduction. Attach Form 8995 or Form 8995- A 13
see inst ruct ions.
14 Add lines 12 and 13 14 24,800.
15 Taxable income. Subtract line 14 from line 11. If zero or less, enter - 0- 15 56,119.
KBA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2020)
(3) Did the student receive Form 1098-T (3) Did the student receive Form 1098-T
from this institution for 2019 with box Yes X No from this institution for 2019 with box Yes No
7 checked? 7 checked?
(4) Enter the institution's employer identification number (EIN) (4) Enter the institution's employer identification number
if you're claiming the American opportunity credit or if you (EIN) if you're claiming the American opportunity credit or
checked "Yes" in (2) or (3). You can get the EIN from Form if you checked "Yes" in (2) or (3). You can get the EIN
1098-T or from the institution. from Form 1098-T or from the institution.
35-1180631
23 Has the Hope Scholarship Credit or American opportunity Yes - Stop!
credit been claimed for this student for any 4 tax years Go to line 31 for this student. X No - Go to line 24.
before 2020?
24 Was the student enrolled at least half- time for at least one
academic period that began or is treated as having begun in
2020 at an eligible educational institution in a program X Yes - Go to line 25. No - Stop! Go to line 31
leading towards a postsecondary degree, certificate, or for this student.
other recognized postsecondary educational credential?
See instructions.
25 Did the student complete the first 4 years of postsecondary Yes - Stop!
education before 2020? See instructions. Go to line 31 for this X No - Go to line 26.
student.
26 Was the student convicted, before the end of 2020, of a Yes - Stop! No - Complete lines 27
felony for possession or distribution of a controlled Go to line 31 for this X through 30 for this student.
substance? student.
You can't take the American opportunity credit and the lifetime learning credit for the same student in the same year.
If you complete lines 27 through 30 for this student, don't complete line 31.
Make check
payable to
Mailing
Address
Special You have one or more forms in your Indiana return that are
Instructions not ready for printing. Your state has approved the forms for
e-filing, but hasn't approved the final layout for filing on
paper and printing for your records. You will have to wait before
you can print a final copy for your records. We expect final
forms to be available by mid-January at the latest. You can
check back then to review and print your state tax return.
JUSTIN F NEWLAND
If filing a joint return, spouse' s first name Initial Last name Suffix
SARAH K NEWLAND
Present address (number and street or rural route)
Place "X" in box if you are
2729 US HWY 421 married filing separately.
Cit y State Zip/Postal code
WESTVILLE IN 46391
Foreign country 2-character code (see instructions)
Enter below the 2-digit county code numbers (found on t he back of Schedule CT-40) for the county where you lived and
worked on January 1, 2020.
County where County where Coun ty where County where
you lived 46 you worked 46 spouse lived 46 spouse worked 46
Round all ent r ies
1. Enter your federal adjusted gross inco me from your federal
income ta x return, Form 1040 or Form 1040-SR, line 8b Federal AGI 1 80919.00
2. Enter amount fr om Schedu le 1, line 7, and encl ose Schedule 1 Indiana Add-Backs 2 0.00
3. Add line 1 and line 2 3 80919.00
4. Enter amount from Schedule 2, line 12, and enclose Schedule 2 Indiana Deductio ns 4 0.00
5. Subtract line 4 from line 3 5 80919.00
6. You must complete Schedule 3. Enter amo unt fro m Schedule 3, line 6,
and enclose Sch edule 3 Indiana Exempt ions 6 4000.00
7. Subtract line 6 from line 5 Indiana Adjusted Gross Income 7 76919.00
8. State adjusted gross income ta x : multiply line 7 by 3 .23% (.0323)
(if answer is less than zero, leave bla nk) 8 2484.00
9. County tax. Enter county ta x due from Schedule CT-40
(if answ er is less than zero, leave blank) 9 731.00
10. Other taxes. Enter amount from Schedule 4, line 4 (enclose sch.) 10 0.00
11. Add lines 8, 9 and 10. Enter total here and on line 15 on the back Indi ana Taxes 11 3215.00
15120111029
12. Enter credits from Schedule 5, line 10 (enclose sch edule) 12 4266.00
13. Enter offse t cred its from Schedule 6, line 8 (enclose schedule) 13 0.00
14. Add lines 1 2 and 13 Indian a Credits 14 4266.00
15. Enter amount from line 11 Indiana Taxes 15 3215.00
16. If line 14 is equal to or more than line 15, subtract line 15 from line 14 (if smaller, skip to line 23) 16 1051.00
17. Enter donations from Schedule IN-DONATE (enclose schedule); cannot be greater than line 16 17 0.00
18. Subtra ct line 17 from line 16 Overpayment 18 1051.00
19. Amount from line 18 to be applied to your 2021 estimated tax ac count ( s e e i n s t ru c tio n s ).
a. Routing Number
b . Account Number
d. Place an "X" in the box if refund will go to an account outside the U nited States
23. If line 15 is more than line 14, subtract line 14 from line 15. Add to this any amount on line 20
(see instruct ions ) 23 0.00
24. Penalt y if filed after due date (see instructions) 24 0.00
25. Interest if filed after due date (see instructions) 25 0.00
26. Amount Due: Add lines 23, 24 and 25 Amount You Owe 26 0.00
Do not send cash. Please make your check or money order payable to:
Indiana Department of Revenue . Credit card payers must see instructions.
Sig n an d date this return after reading the Au thori zatio n s tatement on Schedule 7. You must enclose Schedule 7.
If enclosing pay ment mail to: Indiana Department of Revenue, P.O. Box 7224, Indianapolis, IN 46207 -7224.
Mail all other returns to: Indiana Department of Revenue, P.O. Box 40, Indianapolis, IN 46206-0040.
1512 0121029
Schedul e 3 S chedule 3: Exemptions Enclosure
Form IT-40,
( R 1 1 / 9 - 2 0)
S ta te F o r m 5 3 9 97
2020 Sequence No. 03
1. Enter $2000 if you are married filing jointly; otherwise, enter $1000 1 2000.00
2. Enter the numb er of dependents listed on Schedule IN-DEP, Box 6 2 x $10 00 2 2000.00
You MUST enclose Schedule IN-D EP.
2 3020111029
Schedule IN-DEP Schedule IN-DEP: Dependent Information and Additional Enclosure
Form IT-40/IT-40PNR Sequence No. 03A/04 A
S t a te F o r m 5 4 81 5 Dependent Child Info rmation
( R 9 / 9 -2 0 )
2020
Name(s) shown on Form IT-40/IT-40PNR Your Soci al Security Number
3A. 3B.
Depend ent's Social Security Number Dependent's Date of B irth (mm dd yyyy)
3C. 3D.
3E. Place "X " in box if claiming dependent as an additional dependent child exemption 3E
4A. 4B.
Depend ent's Social Security Number Dependent's Date of B irth (mm dd yyyy)
4C. 4D.
4E. Place "X " in box if claiming dependent as an additional dependent child exemption 4E
5A. 5B.
Depend ent's Social Security Number Dependent's Date of B irth (mm dd yyyy)
5C. 5D.
5E. Place "X " in box if claiming dependent as an additional dependent child exemption 5E
6. Dependent Exemptions. Add the number of dependents listed above (see instructions ). Enter the total
here and in the box on line 2 of Schedule 3 (if filing Form IT-40) or Schedule D (if f iling Form I T-40 PNR) Box 6 2
7. Ad ditio nal Dependent Exemp tions. Add the total number of boxes with Xs from lines 1E, 2E, 3E, 4E,
and 5E, if applicable. Enter the total here and in the box on line 3 of Schedule 3 (if filing Form IT-40) or
Sched ule D (if filing Form IT-40PN R) Box 7 0
25 620111029
Schedule 5 / Schedule IN-DONATE Schedule 5: Credits Enclosur e
Form IT- 40,
( R 1 1 / 9 - 2 0)
S ta te F o r m 53 9 9 8
2020 Sequence N o. 04
1. Indiana state tax withheld: enclose W-2s, 1099s showing state ta x withholding am ounts 1 3459.00
2. Indiana county tax withheld: enclo se W-2s, 1099s showing county tax withholding amounts 2 807.00
3. Estimated tax paid for 2020: include any extension payment made with Form IT-9 3 0.00
4. Unified tax credit for the elderly 4 0.00
5. Earned income credit: enclose Schedule IN- EIC and enter amount from line A- 3 5 0.00
6. Lake County residen tial income tax credit 6 0.00
7. Economic develo pment for a growing economy credit. Enter am ount from Schedule IN- EDGE,
line 19 (enclose schedule ) 7 0.00
8. Economic development for a growing economy retention cr edit. Enter amount from
Schedule IN-EDGE-R, line 19 (enclose schedule) 8 0.00
9. Headquarters relocation credit (refundable portion - see instructions) 9 0.00
10. Add lines 1 through 9. Enter total here and on For m IT- 40, line 12 Total Credits 10 4266.00
Schedule IN-DONATE
Important. The amount on line 2 c annot exceed the amount on Form I T-40/IT- 40PNR, line 16.
1. Donations: List fund name, 3 -digit code and amount to b e donated (see instructions)
23120111029
Schedule 7 Schedule 7: Additional Required In format ion Enclosure
Form IT-40, S t a te
( R 1 1 / 9 -2 0)
F o r m 54 0 0 0
2020 Sequence No. 06
2. Out-of-state income Complete if you and/or your spouse (if filing a joint return) received any salary, wage, tip and/or commission
income from Illinois, Kentucky, Michigan, Ohio, Pennsylvania or Wisco nsin. Enter two-digit code number from the back of Schedule C T-40
for state where you and/or your spouse worked.
State where you worked Your in come State where spouse worked Spouse' s income
$ .00 $ .00
3. Extension of tim e to file
a. Place "X" in box if you have filed a federal extension of time to file, Form 4 868, or made an online extension pay ment.
b. Place "X" in box if you have filed an Indiana extension of time to file , Form IT-9, or made an Ind iana exten sion payment online.
5. MFJ filers. If you are eligi ble for a refund and you do not wa nt i t applied to an existi ng state income ta x liabilit y of your spouse,
or to anoth er d ebt of your spouse to which the state ta x refund may be applied, p lace an "X" in the box and see instructions.
6. Date of death
If any ind ivid u al listed at the top of the IT-40 died during 2 020, enter date of death (MM /DD).
Personal Representative's Name (please print) IN-OPT on file with paid preparer if not filing electronically
PTIN
Telephone
number Address
Address City
23320111029
Schedule CT-40 County Tax Schedule for Enclo sure
F o r m IT - 40, S t a t e Fo r m 4 7 9 07
( R 1 9 / 9 - 2 0) Fu ll-Year Indiana Residents 2020 Sequence No. 07
1. Enter the amou nt from IT-40, line 7. Not e: If both you and
your spous e lived in the same county on January 1, enter the Column A - Yourself Column B - Spouse's
entire a mount from F orm IT-40, line 7 o n line 1A
(do not com plet e Column B). See instructions 1A 76919 .00 1B 0.00
2. E nter the county tax rate fro m the chart on the back of
this sched ule for the county where you lived on Jan. 1, 2020 2A . 0095000 2B . 0000000
3. Multiply lin e 1 by the rate on line 2 (leave blank if less than zero) 3A 731 .00 3B .00
4. Add lines 3A and 3B. Ente r the total here. N ote: Perry County residents: If you li ve in Perry
County and worked in the Kentucky counties of B r eckinridge, Hancock or Meade, you must
complete lines 5 and 6. Otherwise, enter the total here and on line 7 below (see instructions ) 4 731.00
5. Enter the amount of income that was taxed by certain K entucky localities (see instructions) 5 0.00
6. Multiply line 5 b y .0181 and enter total here 6 0.00
7. Enter total of line 4 minus line 6. Ent er this amount on line 9 of Form IT-40 7 731.00
16 620111029
Credit Limit Worksheet - Keep For Your Records
Name JUSTIN F & SARAH K NEWLAND SSN 310-96-3942
1. Enter the amount from Form 1040, 1040- SR, or 1040- NR, line 18 1.
2. Form 1040 or 1040- SR filers: Enter the total of your credits from Schedule 3, lines 1 through 3, and Schedule R, line 22.
Form 1040- NR filers: Enter the total of your credits from Schedule 3, line 1 through 3 2.
3. Subtract line 2 from line 1. Also enter this amount on Form 8880, line 11. But if zero or less, stop; you can't
take the credit - don't file this form 3.
4. Enter the amount from line 11of your Form 1040, 1040- SR, or Form 1040- NR. 4 80,919
5. 1040 and 1040- SR filers. Enter the total of any -
Exclusion of income from Puerto Rico; and
Amounts from Form 2555, lines 45 and 50 and Form 4563, line 15. 5 0
1040- NR filers. Enter -0-.
15. Subtract line 14 from line 13. Enter the result. 15 5,447
16. Is the amount on line 10 more than the amount on line 15?
Yes. Enter the amount from line 15. This is your child tax 16 1,000
See the TIP below. credit and credit for Enter this amount on Form 1040,
X No. Enter the amount from line 10. other dependents. 1040-SR, or Form 1040-NR,
line 19.
You may be able to take the additional child tax credit on line 28 of your Form 1040, 1040- SR, or 1040- NR, only if you answered "Yes"
on line 16 and line 1 is more than zero.
First, complete your Form 1040, 1040- SR, or Form 1040- NR through line 27 (also complete Schedule 3, line 10).
Then, use Schedule 8812 to figure any additional child tax credit.