2008 Taxes

1

n40

ri:-,:11.;;:',-i

For the year

Label

Jan

B, @E! f rdrn. a

I

- qlc

3!

;1:: l':: ;^-

2!m, m othef lr{ y@r

,nna

beqiiii[q

,2009,endiiq

,20

POl,LAK

386-66-6787

spoue!rEi nans

iohi

sedu*ssocbl3ecudlynmber

kne adr43 (n!.i&r ad*@t. f

Ap"d@ *

. l

KosnYER 935a{. pod ofire cib,, iM IKOKIE. IL 600 76

iumbe(s) abo;e A rl-h's; bnffi,rL,,'

or

check

Filing Status

ioF

d ibu, or y0dr spoose

i

rarl

Jilmo iohtly,

93 1o qo io this

iuidt ($s

> lXlYou t1l

ti Head ofhoLsehold (wirh

1

2 3

N{erid lirinsjomlrGuen it@lyde Mdried

Exemplions

iilliq

Yourself,

Lf

had

nsrru.l om,)

iieme)

b!lnottolr

separaiely. Enhr spouset SSN above & Ju

someono dan claim you as a dependenl, tto nor check box

d

-old, nLnoer o oe nptons

c

(See p€rson ls z.hid dependent, enler this chlds lJ

lhe

qlailinq

6a.....

1l

(

I8

_

iisr6)

Tabble Elunds, dedib, 0r oiisek ot si?te aid

Alimonyreceived....

ocat

ST.2 l9b

inlone tals G@ inshmibN) , , , , . . . . . . . . .

12 Business income or (loss). Altach Schedute C or C-EZ 13 kpiialqanm(los).AnS.hDtJrqd.ffior@d,*hse...... ........ 14 Olherqa I > o. (o<s6), Att.ch lod 47c7

dishbulons...

1 !

a,ned

Waqes, saiaries, iips, etc. Attach Form(s) W-2 8a laeble inlerest, Aitach Schedute B it.equted. bTd-exemFl nlerFsl. Do nor In( Lda on.ne 8a... 9a Ordinary dvidends. Altach.schedute B il.eqlted b Cualiiied dividmds (se

10

Ise"*"

q!. lynq person),

14,

7

nust enter your sociaLsecuih

You

699_

_

.n

.l

15a RA t5a h iaxabLe amolni (see instrs). 16a Penslors and annuiies,, .. b TaxabLe amount (se6 insts) . 17 Rentai realesiate. royaittes, parrrershiFs, S corporaiions, irusts, 6tc, Attach ScheduL6 E 18 Farm incohe or (oss). Aiia.h Schedlt€ E....

Adiusted Gtoss

23

Zt

Educalor erperses (see inslruc0ons) .. .. Caidi br..-. e\Dd-6 d eea.sts per'orriq fl6 s, ano -k.bal mJs' rnl 0'lr 6lc. Ar4h FoT'lC6 tr 2106.Ll Heallh savnqs accouni ded!.iion. Aitach Form 8889.. .... Mov n! "\paFes. Anaca forr 3903. One-hali of seti emp oyrnont lax, Attach ScheduLe SE. Sal-enpo/eo SLP SlMPtF. aad quc ieo p da^

25 26 27 2a 29 '.ll..rpo@dte,h :a,[email protected] !e rr(rcn,/ 30 Penalry on aarly ,rora,ato sdrnqs 3l a

32 33

34

Ci

oaL

pdid b es pL rr

rPA oeo I -io1 S

LdF niior

-Srr.. . >

6rrL.r

F,, -:l

'see r oal.r"resldeouronrseeirk.don\,.

ar

€es oeoL. ho-. Alta(i

t_o m B9'

35 Domestic producrioi actvit * dBductiod. Altaclr Form 8903. . . 35 Add lin* 23,3laand32 3t 37 Subtra.l line 36 iiom line 22, Thts is vour BAA Fo. Disclosuro; Pdva.y Act, and PaFe ork Reduction Act Notic., see instruciions.

Forn 10rr0 (2008)

Tax and

Credits

JOEI, B, POLI-AX 3a aTo. nr t m tr )7 (adjJsr.d Aro:s r(or ej 3ra.red f Eyouw*ebd-bero,e-oL4y2 !o?r4. ,' Ll lspouse €s bot oe.ore talJat,2, cAa,

386-66-

!e,o. I lB r.

1*s

6787

p

6o"", > f

check€d

39dl

> 39b c Cli$k iislaidard deduliioi lncLud6 rcalaslateim d disaster oss Ge instructions) .. ... > 39c rO liefriad dedrcii06 (l.om S.heduleA) oilof st nddd dsdudion G@ leJt mdqii). ..,. ..... .....: slbtracl rne a0'or ne 38 42 Ii :r " i8 i o@ t 9 9 5 o ro. p!\{e "oni4q b d ir dtrsren dNold$.no v o"at s* nilrd m blf}!urspouseltemizsonassparaiercUh,orF!wrcaduatsiabrsaien,seiisirsaid*tri.

0'4 e r rlliply$.rm by lhe blalr.rbe o' *iDlrns li& 42 iren line41. l' rel?Bn0r'nr 'E{l.enF.0. ..

c

dmd

500

oir tne od .

Tarable imome. SublE.r

'B

Tax (see

iclrs). check ll

any tax is

iromr

965.

a EFom(s) p,sia

bJF6n4972._...

An rnatve hinimum tax (s6e insirucUons). Attach Fam 62b1.. .16 Add iines {4 and 45 . . . 47 Foreign ld credit. Atiach Fom lt16ii.equired ...... | 47 4 Cd'tar rn.d,! @@-od e " expea*. a1r' fo.- 2dl 45

$5,450

450.

508. 0. 08.

..... ...., ... ....

'

Credil lor ihe e derly or lhe disabed. Attach S.hedut6 F,..., Fducafo I (rsrls. Attacl- lorm 88bt... Retirement savings conlrtbltioG.redft , Altach Fo.r. 88S0...

49 50

$r0,900

F'ld 53

d ne,llse n.l ctu.Fo- oh

55

o,b|csiro-,om: Add ne! !7 !n ouo

rrL.

mons)

o

r 8q0 , ro! !:q

r flang .l-lrogs "[lrm o!amr " ["Imo

$4,0o0 56

Line

r 5r'. Tness a,e tor.totctdedhs 55 trom line46. li line 55 ts nore than line 46

508. 0.

Other

62 @

Federa income lax witlhetd ircm FormsW.i and iO99 '003 e- i ar6 d prqFB,r0 arounllppti@ t@ AO/ jar.tr. 6rta Eahed in@he crudit (Etc)

,.. > 54 (. RF.A r4 * Fhetd (sF !fDt ' o l-r'qeol lttacf corm 88 2

b Noni&ble coobai

6

pay

L(a. r. alrsu.r/ Addiloaalch

ehciioi

zad

A,nount pd d w rh requFl 1or erle$

6a 69

70

Refund

lo

rh (se in5tuchons).

.

Re.overy rebate credli (s6e worksheei)

/z F .e 73.

oi

n,," . n8s;;'d d8; Fi^t iFe lomebLrer cred L Arta.f Fo. . 5405 ... &"obin. roa: a [?1e b

!

BtuTtla. tre6

noml o,

he //

.oL

-LbLJa.t Fe6

font'ot. ti(

{+9ry194u.

ri

l

s EamoL.ryoumerid

orr

BB88 is a(qched.

che-

819.

I79.

h::" ' !

879.

Is"*ei : lill;Jll1T,11l lf,ffiffiLS--:rue.-EE"*"s 649238 01100 0138

Amounl You Owe Third Party Sign

74

Anouit oi lhE

75

Amunt yo!

Do

Fu wff]

72

ow€.

Fu trni applied

&bhlci

line /1

io airow ano$er peBoi to

i33*' ' 1g9a

ro your2009 estimied

ifon

line 6t. Fd delatts on how ro

dtsu$ iiis

F6RMAN

tar,,..

rctum w tr jhe lRs Gee

cpA

. . -l

pa,

s@

j

iisiructioi!

instrucdn''

lF* '

Y€s, Complor€ ihe ioLowing_

Here WRlTER/ STI'DENT

Keep a copy

Paid PreFare/s use Only

I4l-',t67-6

0049621s OO DA EVANSTON

ST STE 812

rL

60

201- 4655

eN

36-4337942

847) 316

1040

Form 10r{t (2008)

Nam
JOEL

r

B,

Fofu

2008

i@

POIIAK

386-66-6781

Schedule B

Part I

lnlerest

-

Interest and Ordinary Dividends I Lrsl ra-6 o pdlAr l'arv irerss s ror a se 6rrrai-pd norlqaAe ara b.- bL/er u.eo rrr o,_oDeny as a peKo% re.idel(e se6rhe:shr(ronsard s,ths 1!er*||F.a.o choi thai buyar < so.alsecu -' rlnb* ano aooreis

2 Add lhe amoLnts on line 3 Exclldabie inie.esi

Aha.l- -o'm

Dn

88_5

Note.lf line 4 is ov€r $l

5

List

nafle oi payer

1

series EE and I U.S. savinqs bonds

..

isued atier

2, Enier the resui here and on Form u musl comDlete Part t.

1989,

.....

0.

1

.>

ItrBRJ=Lt,r!\cl1

Pad ll Ordinary Dividenas

387.

5 Add the amolnts on line 5. Ente.lire ioiathere and on Form lO4O Not€. ll ]ine 6 is over$l Part

lll

Foreign and Trusls

You

mlsr codpele rlis pa'l I yoL (a) t ad over $ ,r00 o, LcrabtF r,e.est o. o,. ndr?

:orc,qn ac.oLnrior{.) .cened

"

d

siributiol

38i. a vioenos or tb)

h"da

lom o.dereaqr. orof.o.ar.an,iarorro.aro,eo,iir,sl

7a Al any 1 me dlring 2003, did you hrve an nteresr In or a signaiure or oiher aulhority over a finanalat accohl n a bre0n counEyi such as a bank accourr, seclrjties accolnt, or other financiat;ccounl? See instructilrb ro' e<-o, or. and Fl:19 reqle r enrj oi | .m -D E 90.2Z 1. . . . b li'Yes, 6nter the nanre of the forcign cohtry.. >

a

Durnq

'

Ooti. dra you er.ea JskibLror ?om. o.4ere lol Fe q€4ro, o- or traN€-or "e<, /ou tral t-are'eio ie Form 3520. See insLr-cr,ons

BAA For PapdNork R.duction Act Notice,

see

Foft

! OrO

instru.rions.

ro,

d

oreion Fust;

Schedule B (Form 1040) 2008

SCHEDULE D

capital cains and Losses >Attach htr*naltuvgne

swd

rofom

09)

B

386-66-6787

lffi-r€rffi

Short-Term Capilal cains and Losses

Asseis Held One year or Less

-

2

Enler

3

Totd short-tom

4 5 6

Shod.terri qain f.om Form 62? and shorl-ieftt gain or (loss) fron Foms 4684,

I

yolr shon,iem ioia s, fi any, irom S.hedut€ D-t

sls

,

ne 2 .

6781 , and 8924 . . , , , .

fr.m padneBhips, S coQol"tions, estates, andhusbnoh schedule(s)

Sron.rer h .aprta oss larryovc'. Enier he ar ounr

worKned n $e Instructions ..

,

t anv,

Long-Term Capital Gains and Losses

306.419 Slt.

.

prtc

Net shorl.term qzin or (ossJ

ffi

2008

orForm torl0t{R. >See Insrhl.tio[s {or Schedute D (Form 1040). > U$ Sa:he.lub Dn to Ist addidonal thnsa.rionE tor ti.es 1 and 8. 1040

tror

I,16 8 or

.

K-i ...

yo,r Crpitat Loss Carryowr

Assets Held More Than One year

-

A_I{ERTCAN

645.

434 SH..AMERICtrN 9/O4/0

Enier yolr longnem biats, ii

ay,

from Schedute

ra Totallonqitern eles pricb amounts. co Lmn 'd\ .. 11

D,t, lihe

13,179.

9....

Add tires 8 and 9 in

21,395.

Conirotr-'or4?n/ Parr:.onq.termga'ntonIofs243qand6252:2od -orms 4644. 6/81 ano 8824 ... .... - ...

onS

rernoarno. foss) tro.

12

Net lona-lei.r gain or (loss) irom parLerships, S corpo.arions, esiares, and Vusts trorn schedue(s) K.1..

13

6pita qah dist buhoN.

14

LonC.ren, cqo ldl YYorkeh€dt Net

n

See

l6s

the insrn

11

iNls,

canyove.. Fnrer '- e arouni, ir a1r', non ..ne _ 5 o yo rr Crpitlt Loss Carryover

,lionr.

l.n+t6im capital gain or 0osi), Cdmbine tires

BAA For PapoMo* Rodrction

r*

ltoii..,

see

8 through

rom tolo

t4 in column (0. Then qo to part lll on

"iiorml&6

Flnstru.tions.-

527 . schedu e D (Fom

loaq

2008

C6nb:re

. . .

in* I ard

A Sa!!, eni€.

16 .es. t

he amounl tom tine t6 on Fom 1040, tine

13, or Fonn ]O4ONR, tine 14. Then go io

st p ines 7 rr rouql 20 beotr rre, .. -o n4 2r. A'5o oe s re lo omptete ne 22. z.rc.s'ipii16 rTtrrousF2t oeoaa1d"nei 0.on ormlo4!,,"iir,oi;JHroadNn_, ne qo lne 22

q.

Are Ines 15 and l6 both qans?

E n 18

enp'

A loss.

Then to 17

5 a' o

Ye!. co io rine 18. No. Skip lines

te ttvouqh 21, and qo to ltne 22.

Enler he amolnt, ii any, iroft tine 7 oi ihd 2a% Rate cain Wo*6hset in the imt.uctions

C4e' lhe aho nl, iI ary. rror ,re tB o..rp Unrecaptured Section

1250

0.

cain Wortcheet n

Are lnes lA and 19 boit' zero or blank? lI] Yes,,Co rp er. lom to4o lh,oLqn tine,l3. or

Fof o4!NR t-rougt- tine 4!. fhercompete Ee Quatifbd -om lMo (or nthe crrucions ot I r. "nc'or ".0 "Jlltil"

Tar-WortGhe* - Dlvidehdsand 'o'n LAUNR). CaFitalGaln Donor (omp.". r", r,

rn lhe

L iii"tr8li:i*ilx I'y":xi:fli;lix3;iii,i{,TiYf#5'!ii'isig".#.J*'-'p,"te,he

s.h6du,e

li li.6 16ls a loss, enter here and on Form 1040, tine 13, or Fom to4!NR, lire 14, ihe snalts of:

. .

'lhe ross on tin€ t6 or ($3 000), or irmafttedtiling

Not€, When

Z

Do you have

sepabtet,

iiglring whch adolnt

(gt,SOO)

is srna|er, treat both amounts as posirive

r!6bers,

qlaliiied dividends on Fo.n 1040, tine 9b, or Form t04!NF, ltne tob?

! 1"..Cor p,ere ro,n Oal tnrougn l.ne 43, ortorm 04oNRlh.ough.e,E.-t-en.omoetetleeuat,fiod .DMdehds.ndcaP|ta|Gaintax'1or[she.tirlhelnst' Foin 1040NR),

n

No. Complote the

restofFom

tOzO

orForm i040rJR, schedlte D

(Foh

1040) 2008

,,,.8863

>

Educaiion Credits (Hope and Lifetime Leaming Credits)

Se€

instiuction3 to lind our it vou aE etiqibte-to t3re h6 .;€dns. > Attach to Form 1040 dr Fo;n r 0.oa

2008 50

B. POI],AK 386-66-6787 Cavnon:.'arcnnot,arF'nch.pp.tpdrandhctitcineteait.actqdo.thesamelttudehtinrhe>dtuerc.t . Ya' cadnot a].e bath an adu, at:an. .di' drd te ) )han a.d tees dpdJcLaF (see ratd 89,-) ,ot tic sme studnt'o. Ho

Caunont You camot lake

iedil

A1e

far note than

u.e

2tax

$l,200*

".",ag.F.".es1u,n",nr';ai..a:._1,,[email protected].

;.-f;ft6lker"!,kydne

crcdit ?Add rhe af o.16 0n l ne . ro rmr (f), r.nl, qo io Pa.l ll: ol!e4!*, qo Ld P.rl .

I

voL a e

Grinq -e r,4tm- teqrr ne creo l

Lifetime Leamino Credit (a) Student s nafre {as shown on page

B-

JOEI,

4

I

of your rax

reurnl

POLLAK

386-66-5787

Add th6 amounls on ine 3,

cotlnn (.),

and enter ine rolar

28 370, 28 370. 10 000.

broslLde.6'hoaneno-eod,eiqbteeorai:onains'rtu,onilaMdw6([.rno.sastdar.a,,rLer e:na " rpe rsd I clJded on |.rc ! (see spec a rut6 r rl. nrirrc.,oirsj

c Slblracl line 5b lrom line 5 6a Mulilply llne 5b by 4070 (.40)

10 000.

lne 5c by 20% {.20) .rediL Add nes 6a and 6b and

b Mulilply

000. 000.

owable Education Credits 7 Tenrzlrve edu.aiion credrls. Add L,nes 2 and 6c

I

Erte- ,$1r€ 000 r orn or quaL woow(Pr)

9

Enter lhe ahouni

ryrnq

10

S6i€ci

tl

En e-:$20,000

12

i'lhe 0 !

o_

8

381,

!r

Form ]O4OA,

tne22. .. ...

ir b a

L4,915 .

lf zero or tess, stopi yoL cannoi lake any

i me(ed. nqtonl/,$to,Ooo,rs4g.e h"aoo

ala,w/no wido'(eo

58 000.

.

noo Form t040,line

line 9 trom lne

eq

000.

€d. nqjo.,tJ4$5a,0oof,lqte,h.ado!hoLsahod

43,085

to, cet-otd,

10,000.

.

n

o€ than

|r

' I, en'er

tf e

omoLa

hor

ne 7

or t.ne t3 ano oo ro ne t4

Mullply ine 7 by ne l2 14

Enier

lie anout

irom Form 1040, line 46, or Farm I O4OA, tine 2g

Enlerihe lota. irany, ofyo,rcredjt ifom Form 1040, ltnes 47 throuqh 49, oiFom t O40A, lides 29 and 30. 16 Slblract Line 15 from Line 14, lf ze.o or ess, stop. you cannot iak6 any educaUon credits 17

Edlcalio. cr€dits. Enier tne smafer of tine ]3 or

Line

t6 hore and on Fom

BAA For P6peMork Reduciion Act Nottca s€e initruqrons.

1040, une 50, or

Foim tO40A!

508. 508. 508. Form 8863 (2008)

E tr_E-

llllnols Dep!rtn€nt ot R€lenu€

lL-8453 tllinois 2008

36218018061

-@-E

Declaration Contro Number @CN)

tndividual Income Tax Electronic Filinq Declaration

not maLlForm L-8453 to lh6 lltinois

ot Revenue un ess

it s redre.l-.d

16r

r.Ji.;

\

Step 1: Provide laxpaye! information

JOEI

B,

PO],LAK spoFds 6Et mns (and

8852

N.

3 8

si i:ms

6-6 6-518 7

KOSTNER

spw3ss@d $frdv nlnb8r

S(oKIE, 1r,

6007 6

847-76?-6655

Step 2: Complete infomration trom tax ieturn 1

Nel income liom Form lL- 1040, Lne I I, or Sdredute NR, Steo 5, Line

2 T", 3

fior Form L .

0!O, I

ip

I

51,

lllinois lncome Tax wiltrheld rrom

Fom

L- 1040, Llne 22

on9 (ent6r'0 ii none)

915. 00 387. 00

T2

2

13

........

0,

3

Overpaymerl lrom Form 11.1040, Line 32

Totalamounidue troh Form L.]04!, Li.e 36 6

Fling

slatus: X

_Manied iijn!

Single/head orhousehotd

jo

ntly _Mared

387.

5

ilino

sepa€tely

00 00 00

lvidowed

Slep 3:Complete direct deposit.of refund orelectronic fundswithdrawal information (oprjonal) Note: To initiale a paymeni

d

retund iran.aclion,lhB information in this Siep nust be incuded wtthin ihe etech.onjc lransriss on,

7 Roufinq nudber (RN)....... ... 8 Acco"nlnrmber(ArD. .... Type oI accoLnl 10

_CheckinS _Savi.gs

Date lhe paymenl is to be etectrorica ty wirhdEwn:

1l Eleclronl. lunds wthd/awal amolnt:

00

12

SteP 4: TaxPayer

declahlion and signature

(siqn

6ty

attef steF 2 and step

3 (ir

appticable) is .omp|eted)

o. drectyoepo5r-d as derqnareo n jrep3an..le.ro,e.1e ino,har,oi on Ines / rroLah e <.ore^l l] --on."nr."" ry,"r'n".aj,lr-s.san nevoczbe4opoinlientoilheolherspoL)easanaaerItor"cF!e.here..no.

ih" Ino.s Depa-h.nr o Reverue DoD aro caesqn.reo hnaiura acenrronralednAcrebd.o|crlndswrfd.aaal LJas Lil-orize oosrgn.red n ,ie ecron c oo4.on or ry z00a |]i:nois ;1 ome ra\.etjn, q auhoJ /e I dn" -a nnilLtrotu,nvoNeo n bre 'he I lo answer proc$s ng or an erectronrc overPaynerf ol {a,eslo recelve coniidentlal informatis necessary inquirles and lesolv€

E

issues related to the paymenl. do notwani dir6.l deposii ofmy relund, or an elec?onrctunds wiridrawa (direcr debil) oi my batance d!e,

|-]ndnl6aisoipen!r|d6clacthefhrnationonnielt|rnic|L1c40Elumandi]icinjonati0n|prwidedlonyeL*onid!hoii0iiaio!( Fi 0r r tr\n0hr000q n/ 16 ud \ lae, corel a d dmpr6 e lmadl llt ny "u-, di oec arar o" ar d map."ymq ht0rr .l01r.ibE *1ito Doc b,/ m tRO. I d'!l4usbNd-an/Liurd/0,,1rfan\mrqNi'rPrFtLnt.b6d(sledorriqr"dt. l*€d, a_tore Doc ro dp. \ n" "3r., $.Ei.antray@

(( "-ra

!ign

'

spoLac s

silEb'e

af ld

ir eln,

bodr mEr sron)

Slep 5: Electronic rclurn originalor(ERO) and paid preparer d€claration and signalure ld-clae'hdl lhc/ee,arlnaolhsrdipaJe-see-to1ctL. O4O.erua rferorqatolo. s Form -8453 ano "ccoflDdnrino rlotmrl.t lrore'olodAddilreoLiretellsollhsproq!Faroc-.rare.rroer pena,les o'peq' r, Brarrorhebe-.o riJ r
!IqDA ERO

a.d arcompanr' ng ilformar.on.re

l!a. -oreLl,

FORMAN CPA

L]NDA FORMAN CPA, P. C.

ano .omp eie

ch*kil

paid preparer:

P00496215

blr ssdiv n!n6s 36-433',]942

Ydu.

OO

DAV]S 51 STE 812

tr G-,""^.'.') (ssN) or P'LN

F&Er 8mdrys idanHhdon

ov-..'_'.-'' rt 60201-4655 _ IVANSTON.

no. (FEL|9

(847) 316-1040

Step 6: Allach required documenls (e,9., Forfis W-2, W-2c, 1099-G, 1099.R, tL-1310, out-of.state retums, eic) Forn ll{rui.:l

(R- l I /08) D: 2BN