Vice-President Biden's 2002 Tax Return

8/2/2019 Vice-President Biden's 2002 Tax Return

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Label( S e ei n s t r u c t i o n s'o n p a ge 21.)U s e ( he IR Slabel .o t h e r w i s e ,p le a s e p r in !crtype.

Filing Status

Ch e ck onlyn n e b o x .Exemptions

If m o re t h a n f I V ed e pe n d e n ts ,se e page 22 . .

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.1 3I f y ou d id n o t 14geta W-1,se e page 23. 15316aE n close, bu t d o 17no t a t t a c h , an y 18p a y m e n t Also ,please u s e 19F orm 1 040-V . 20 a2122232425Adjusted 26Gross 27.Jncome 2.62.93D3 13 2330134 .

U.S. Individual Income Tax Return

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2c De p e n d e n t s :

Dependents en IH >not entered above

W a g e s , s a la r ie s , t ip s , e to . A t ta c h F o r m ( s) W -2T a xa .b ls in te re s t. A t t a c h S c h ed u le B if r e q u i r e dT a x- ex e m p t in te re s t. D .o no t i n c l u d e o n l i n e 8 a .O r d in a ry d iv id e n ds . A t ta c h S c h ed u le Il if r ~ q u i fe d : . .T a xa b le r ef u n ds , c re d its , Dr . o ff s e t s . o f s t a t e an d l o c a l ln com e taxes : _ ......................A l i m . o n y r e c e iv e d : : .B u s i n e s s i n c o m e o r ( lo s s) . A t ta c h S C h e d U I~ C Ot G -E Z _ _ .G a p i ta l g a in e r ( lo s s) . A t t a c h S c h ed u le D if r e q u i r e d : I f n o t required , c h e c k h e r e : ~O th e r g a in s o r ( lo s s e s ) . A t t a c h F o rm .4 7 S 7 _ _ _ _. . _ _ .I R A d is tr ib u t io n s . . . . . . . . . . . . 1 15 3 1 I b T ax ab le a m ou n t ( s ee p ag eP e n s io n s a n d a n nu it ie s . m . . : 1 . 6 a b T a x a b l e a m o u n t ( s e e p ag eR e n t al r e a I e s ta te , r o ya ! t ! es , p a rt n e r sh ip s , S c o r p 0 r a tio n s, t r u s ts , e tc . A t t a ch S c he d u te E .F a n n i n c o m e D r ( lo s s) . A t ta c h S _ c he du I e F _ . . . . _ .U n e m D lo ym e n t c om p e ns at i o n . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : _ .Soc ia l se cu r ity ben e f i ts . .. .. .. .. .. . I 21la I I b T ax ab le am oun t[s ee pag e

E d uc a t . o r e xp e ns e s ( s e~ p ag e 29 ) .... .. . . ........ . _ : .. ...... .I R A d e d u c ti on (see p a g e 29 ) ..... . . . . . . . . . .. . . ... _ .S lu de n l io a n in te re s t d ed uc tio n ( s ee p ag e 31) ..T u i t io n a nd fe e s d ed uc ti o n ( s ee p ag e 32) .A rc he r M S A d ed u ct io n . A t t a .c h Fo rm 885 3 .M o v in g e xp en se s . A t t a ch F o r m 3903 _ .O n e - h a l f o f s e l f o . e m i l l o y m e n t t a x . A t ta c h S c h e d u le S E .S e lf - em p lo ye d h e al t h in su ra n ce d ed u ct io n ( se e p a ge 33) .! ; je l l - e m p lo y e d S E P , S IM P L E , a n d Q u a lm e d p la n s .P e n a l t y o n e a rly w i t h d ra w a l o f s a v in g s _ . : .A l im .o n y p a id b R e c ip ie n t 's S S N . . . . . . . : . _ . . . . : .


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SCHEDULES A&B'(Form 1040) SClledule A - .Itemized Deductions(Schedul,e B is on page 2)

.- Attach to Form 1040. See Instructions for Schedules A and B .

JOSEPH R. BIDEN JR. & JILL T. BIDENMedicalandDentalExpensesTaxes YouPaid(SeepageA2.)

InterestYou Paid(Seepage A-3.)Note:Personaii n t e re s t isr i o t .deductible.

Caution. D o n ot include e x pe n se s r ei m bu rs e d o r paid by others,1 Medjoal and dental expenses (see page A2L. ..................................... .2 Enter amount from Form 1040, line 36 '- --= --- '-- _3 Multiply l ine 2 above by 7.5% (.075) .... : .4 l ine 3 from line 1. If l ine 3 is more than line -0.5 State and local income taxes ; ~ ..6 Real estate taxes (se-epage A2) .7 Personal property taxes _ .8 Other taxes. Ust type and amount. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

- - - - - - - - ~ - - - - - - - - - - - - - - - - - - - - - - - - - - - -

10 Home mortgage interest and points reported to you on Form 1098 ...". ,."". ,: :: ,"" .11 Home mortgage'interest not reported to you on Form 1098. If paid to the personfrom whom you bought the home, see page A3 and show that person's name,

identifying no., and address. ._ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -12 Points not reported to you on Form 1098. (See page A3.) .13 Investment interest. At tach Form 4952 if required. (See page A-3.) ..14 ' Add fines 10. 13 37 373.

Gifts toCharity

I f yo u m a d e . agift and g o tabe n e fi t f o r i t . ,se e page A - 4 .

15 Gifts by cash or check. If you made any gift of $250 or more, s....see page 1 \ . - 4 r '; .

1 '6 . Other than by c a s h or c he ck . If any gift of $250 or more"see page A - 4 .You must attach Form 8283 if over $5~lO ~ !-'-=-+---I-----'--i

17 Carryoverfromprioryear : .18 Addlines15 17 . 260.

C a s ua lt y a n dT he il L os se sJo b E x p e n se san d M o s tOtherMlsce l la r ieousDeduct ions

(Seepage A5 forexpenses todeduct here.)

OtherMisce l laneousDeduct ions

Total 28ItemizedDeductions21950110-25 - -02

19 Attach Form 4684.20 Unreimbursed employee expenses' job travel, union dues, job education, etc.

You must attach Form 2106 or 2106-EZ i f required. (See page A'5.). . .- - - - - - - - - - - - - - - - - - - - ~ - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~21 Tax preparation fees :..: .22 Other expenses investment, safe depos.it box, etc. Ust type and amount. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

24 Enter amount from Form 1040, line 36 ..25 Multiply line.24 above by 2% (.02) .26 Subtract line 25 23. If line i s more than e n t e r - O 27 Other from l ist on page A-6. Ust type and amount~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

}LHA 'For Paperwork Reduction Act Notice, see Form 1040 instructions.,3 SchedUle A (Form 1040) 2002


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-

". '~q(Ferm.'040) 2002 OMS No. 1545-0074 Pa_~e 2Name{s) shown onForm 1040 . Do netenternameand soda! socoritynumbert shown on pagel . Your se13t S O Q I r it y n U m b e r

JO~ R. BIDEN JR. & JILL T. BIDENSchedule B Interest and Ordinary Dividends Att:lcI1mentSeqeenee No. 08

Part I 1 Us! name of payer. If any interest is from a sellerfinanced mortgage an q the buyer used the AmountInterest property as a personal residence, see page B1 and lis t this interest f irst. Also, show that

buyer's sooial security number and address ~WILMING_TON T.t{l.!~J. LU.S. S~NATE ~.,,; ,,,:t(~T. CREDIT UNION 9.NEW CASTLE SCHOOL EMPLOYEES CU 20.Note: If youreceived a Form10991NT,Form 109901D, 1or substitutestatement froma brokerage (irm,list the firm'sname as thepayer and enterthe total interestShown on thatform. .

2 Add the amounts on line 1 .............................................. :................................................. ........ _ g _ : !Q_ .3 Excludable interest on series EEand I U.S. savings bonds issued after 1989 from Form 8815

Iioe 14. You must attach Form 8815 ...:...................... '...................................... ,................. ~4 Subtract l ine 3 from l ine 2. Enter the result here and on F.orm 1"040, l ine 8a . . 4 ~Note. If_!!_n_eis over $1,500; you must . P a rt l I I,

Part II 5 Ust name of payer. Include only ordinary dividends. I fyou received any capital gain ~ount"",Ordinary see the instruct ions for Form 1040,l il ')~ 13. . . . .Dividends

Note: If youreceived a Form1099DlVorsubstitutestatement froma brokerage firm,l ist the firm's 5name as thepayer and enterthe ordinarydividends shownon that form.

6 Add theafl1_ounts on lin~nter the lO_latnere .and ~ Form 1040~ _!J- 6Note. If f ine 6 is over $1.500. vou must :'Part 1If.

PartIU You must complete this part if you (a) had over $1,500 of taxable interest or ordinary C!Mdends; C I R (b) had a foreign I Y e s NoForeign account: or fel ' a ~~ from. or were a nrantor of. or a .to. a foreion trust.Accounts 7a At any time during 2002, did you have an interest in or a signature or other authority over a fI iancialand account in a foreign country. such as a bank account, securities account, or other f inancial """,,u"" ..................Trusts b If "Yes; enter t h ~ , n p , r o e of th e foreign country ~ ': ': "' ;' :" . 't 'l~< .e , ' l ' - i '8 During 2002, did you receive a distribution from, or were you the grantor of , or transferor to, foreign trust?227501 I f 'Yes," you may have t9fae Form 352_Q._13eage B_..g X0-25-02 - E ........LHA For Paperwork Reduction Act Notice, see Form 1040 inst ructions. Schedule B (Form 1040) 20024


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D e pa rt m en t o f t he T r ea s ~1 Ylnternal Revenue S"""""

.Iousehcld Employment Tax.......(For Social Security, Medioare, Withheld Income, and FederallJnemployment (FUTA)

..... Attach to Form 1040, 1040NR,104O-SS, or 1Q41.~ See separate instructions.

OMB No. 1545{)0742 0 0 2

SCHEDULE H(Form 1040)

Name of employer

JOSEmployer identific1ltion number. 51-0188032

A Did you pay anyone household employee caeh wages of $1,300 or more in 2002? (If any household was your spouse, your childunder age 21,your parent, or anyone under age 18, see the l ine A instructions on page 3 before you answer question.)[X] Yes. Skip lines B and C and go to line 1.Do. Go to line B.

B Did you withhold Federal income tax during 2002 for a n y household employee?oYes. Skip fine C and go to line 5.Do. Go to l ine C.C Did you pay total cash wages of $1,000 or more in any calendar quarter of 2001 or 2002 to household ..mnl",\".,'~?(Do not count cash wages paid in 2001.or 2002 to your spouse; your chi ld under age 21, or your parent.)

D No. Stop. Do not file this schedule.Des. Skip lines 1~9and go to llne 10 on page 2.(~l Social Security, Medicare, and Income Taxes

4 Medicare taxes. Multiply line 3 by 2.9% (.029) : .

409.

96.5 Federal Income tax withheld, if any : .6 Total socj~1security, Medicare, and income taxes (add lines 2, 4. and 5) ".. 1 50 7 Advance eamed income credit (EIC) payments, if any : .8 Net taxes (subtract line 7 from line 6) . 505.9 Did you paY-total cash wages of $1,000 or more in any calendar quarter of 2001 or 2002 to hcusehold employe] ... ,

(Do not count cash wages pald in 2001 or 2002 to your spouse, your child under age 21, or your parent.)[XJ No. Stop. Enter the amountfrom line 8 above on Form 1040, line 60. If you are not required to file

the l ine 9 instructions on page 4.oYes. Go to line 10 on page.2.LHA For Paperwork Reduction Act Notice, see Form 1040 instructions_ . Schedule H (FoD111040) 2002

21035111-01-02 5


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10 Did you pay unemployment contributions to only one state? ................................. _.................................11 Didyou pay all state unemployment contributions tor 2002 by Apti115, 20031 Fiscal year filers, see page 4 1 " . .12 Wem all wages that are taxable for Fur A tax also taxable for your state's unemployment tax? ..Next: If you checked the "Yes" box on aU the Hnesabove, complete Section A.

If you checked the "No" box on of1he lines above, SectIon A and complete Section B.13 Name otthe state Where you paid unemployment contributions ..,.. -----------_~_14' State reporting number asshown on state unemployment tax return -1 -15 Contr ibut ions paid to your state unemployment fllnd (see page 4) : ~16 Total cash. wages subject to F urA tax (see page 4) ..

to l ine 26

(b)Slate reporting numberas shown on stateunemployment ta x

rerum

'(f)Mul ~ply eel. (cjby.OS4Ta>


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JOSEPH R. BIDEN, JR. & - ~L T. BIDEN

ORM 1040 WAGES RECEIVED AND TAXES WITHHELD STATEMENT 1

FEDERAL STATE CITYAMOUNT TAX TAX SnI FICA MEDI,CAREEMPLOYER'S NAME 'PAI.D WITHHELD WITHHELD TAX ~I H TAX TAXSTATE OF DELAWARE 58,124. 7,942. 2,480. 4,095. 958.WIDNER UNIVERSlTY '21,867. 1,-974. 747. 1,356. 317.UNITED STATES SENATE 147,534. 34,056. 6,445. 5,264. 2,139.

227,525. 43,972. 9,672. 10,715. 3,414.

7 STATEMENT(S) 1


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JOSEPH R. EIDEN, JR. & T.JLT. BIDEN

2ORM 104.0 EXCESS SOCIAL SECURITY TAX WORKSHEET

SPOUSE

STATEMENT

TA]PAYER1 ADD ALL SOCIAL SECURITY TAX WITHHELD BUT NOT MORETHAN $5,263.80 FOR EACH EMPLOYER (THIS TAX SHOULDBE SHOWN IN BOX 4 OF YOUR W-2 FORMS). ENTER THETOTAL HERE . . . . . . . . . .2. ENTER ANY UNCOLLECTED, SOCIAL SECURITY TAX ON TIPS ORGROUP-TERM LIFE INSURANCE INCLUDED IN THE TOTAL ONFORM 1040, LINE 61 . . . . .3. ADD LINES 1 AND 2

6,620. 4,095.

4. SOCIAL SECURITY TAX LIMIT5. SUBTRACT LINE 4 FROM LINE 3..EXCESS SOCIAL SECURITYTAX INCLUDED IN FORM 1040, LINE 65. .....

6,620 .. 4,095.5,264. 5,264 ..

1,356. o .CHEDULE A STATE.MENT 3ORTGAGE INTEREST AND POINTSREPORTED ON FORM 1098

AMOUNT

ASE MANHATTANOTAL TO SCHEDULE A, LINE 10

8

4,878.32,495.37,373.

STATEMENTISl 2. 3

Documents

Vice-President Biden's 2002 Tax Return