Tax Preparation Help  
Publication 524 2008 Tax Year

Example 3. Schedule 3 (Form 1040A) 2008, Page 2

Summary: This is an example of Schedule 3 (Form 1040A) 2008, Page 2 with items completed per example in the text:

10. If you checked (in Part I): Enter:” field contains 5,000
12. If you completed line 11, enter the smaller of line 10 or line 11; all others, enter the amount from line 10.” field contains 5,000
13a. Nontaxable part of social security benefits and Nontaxable part of railroad retirement benefits treated as social security. See instructions.” field contains 2,000
13b. Nontaxable veterans' pensions and Any other pension, annuity, or disability benefit that is excluded from income under any other provision of law. See instructions.” field contains 0
13c. Add lines 13a and 13b. (Even though these income items are not taxable, they must be included here to figure your credit.) If you did not receive any of the types of nontaxable income listed on line 13a or 13b, enter 0 on line 13c.” field contains 2,000
14. Enter the amount from Form 1040A, line 22.” field contains 10,700
15. If you checked (in Part I): Enter:” field contains 7,500
16. Subtract line 15 from line 14. If zero or less, enter 0.” field contains 3,200
17. Enter one-half of line 16.” field contains 1,600
18. Add lines 13c and 17.” field contains 3,600
19. Subtract line 18 from line 12. If zero or less, stop; you cannot take the credit. Otherwise , go to line 20.” field contains 1,400
20. Multiply line 19 by 15% (.15).” field contains 210
21. Enter the amount from Form 1040A, line 28, minus any amount on Form 1040A, line 29.” field contains 41
22. Credit for the elderly or the disabled. Enter the smaller of line 20 or line 21 here and on Form 1040A, line 30.” field contains 41

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