IRS Tax Form 1040 1040A Schedule M 2009 2010 Instructions Making Work Pay Credit

Submitted by Godmode on Sat, 02/06/2010 - 18:37.
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Lot of americans are often confused with IRS Tax Form Schedule M. What do you need to fill in the 1040 and 1040A Schedule M. Lets find out. Schedule M of 1040 and 1040A is for claiming Making work pay credit and Government retiree credit. The credits may give you a refund even if you do not owe tax. Both credits are included in the combined total on line 14 of Schedule M.

Making work pay credit.   You may be able to take a credit of up to $400 ($800 if married filing jointly) if you have earned income from work. Even if your federal income tax withholding was reduced during 2009 because of the credit, you must complete Schedule M and claim the credit on your return to benefit from it. You cannot take the credit if the amount you enter on line 5 is $95,000 ($190,000 if married filing jointly) or more, you are a nonresident alien, or you can be claimed as a dependent on someone else's return. The credit is reduced if either of the following statements is true.
  • You (or your spouse, if filing jointly) received a $250 economic recovery payment during 2009. You may have received an economic recovery payment if you received social security benefits, supplemental security income (SSI) benefits, railroad retirement benefits, or veterans disability compensation or pension benefits.
  • You take the government retiree credit discussed next.
Government retiree credit: You can take a credit of $250 ($500 if married filing jointly and both spouses qualify) if you (or your spouse, if filing jointly) received a pension or annuity payment in 2009 for service performed for the U.S. Government or any U.S. state or local government (or any agency of one or more of these) and the service was not covered by social security. But you cannot take the credit if you and your spouse both received a $250 economic recovery payment during 2009. You may have received an economic recovery payment if you received social security benefits, SSI benefits, railroad retirement benefits, or veterans disability compensation or pension benefits.
Social security number: To take either credit, you must include your social security number (if filing a joint return, the number of either you or your spouse) on your return. A social security number does not include an identification number issued by the IRS.

Download 1040 and 1040A Schedule M Instructions

For Itemized Deductions, Checkout 1040 Schedule A form

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What if I have already file and received a return?
Submitted by Anonymous on Wed, 03/17/2010 - 16:03.
I just learned about sched M and we would like to file for it but my taxes are already competed, what can I do now??
www.rgg01278@aol.com
Submitted by Anonymous on Tue, 03/16/2010 - 07:22.
I do not know if i can get some extra income from irs taxes for being a ssi benefit holder.my mom is almos 50 and never got the 250.00 stimules benefit from 2009 and suposely some other benefited because of her age and never got ether wha can we do and what is true.
Government Retiree Credit
Submitted by Anonymous on Mon, 03/15/2010 - 20:14.
The purpose of the Government Retiree Credit, filed via Schedule M with the 1040 return, is to give the $250 stimulus payment to retired government employees who were not on any list (Social Security, etc.) used to distribute the money in 2009. Schedule M asks if the filer and/or spouse are retired government employees and if either or both received the payment. In our case, both are retired government employees. One of us got the payment via Social Security. The other gets only civil service retirement pay, and did not get the $250 stimulus payment. We filed schedule M according to the instructions. A few days ago we got a letter telling us that our schedule M was incorrect and that we would not get the $250 credit. Today I spent an hour on the phone with the IRS. The first person with whom I spoke kicked it around and decided it was above her pay grade. The person to whom she referred me agreed that I had filed properly and connected me to a third person. Number three walked through the form with me and agreed that I was correct. She promised to restore the credit. I guess the moral of this story is that the IRS can goof too, so call them on it and hang tough through a lot of questions and time on hold.
Yes.
Submitted by Anonymous on Mon, 03/15/2010 - 20:21.
Yes.
My wife and I file a joint
Submitted by Anonymous on Mon, 03/15/2010 - 20:22.
Yes.
My wife and I file a joint
Submitted by Anonymous on Mon, 03/15/2010 - 18:02.
My wife and I file a joint 1040 even thought she does not work. Can I file a schedule M jointly?
schedule M (form 1040 or 1040A)
Submitted by Anonymous on Fri, 03/12/2010 - 17:13.
My wife and I each received a $250 check in 2009 because we are on Social Security. It's called Government retiree credit. Do we need to fill out Schedule M or do we just let it go.We did our income tax on TurboTax and nothing was shown about this credit. If we send our income tax in with out filling this form out will it be rejecte or what do we need to do as we have everything else done? email is: walters.harold@yahoo.com
Recieved Social Security for just Nov. and Dec. 2009
Submitted by Anonymous on Fri, 03/12/2010 - 05:21.
I receive a private sector pension but started collecting Social Security benefit in November, 2009. I did not get a $250 check for the government. Can I claim this using Schedule M for my 2009 return?
Recieved SS for just 2 months in 2009
Submitted by Anonymous on Fri, 03/12/2010 - 05:40.
I don't see any limits to how many months in 2009 are required to get the credit so it looks like you can claim it.
Recieved SS for just 2 months in 2009
Submitted by Anonymous on Fri, 03/12/2010 - 05:39.
I don't see any limits to how many months in 2009 are required to get the credit so it looks like you can claim it.
Retired Federal Law Enforcement Officer
Submitted by Anonymous on Tue, 03/09/2010 - 21:59.
I have a different case, in that I am a retired Federal Law Enforcement Officer. As a Fed.LEO, I was paying for SSN, but I am NOT eligible for it until age 62. I retired at 53 and instead of SSN I get a supplement from OPM. Fed.LEO can fully retire after 20 years in service. Therefore whatever I paid into SSN I am not getting that until age 62. So does this make me or not make me eligible for the credit under the phrase stated: "from work not covered by social security"? My current retirement benefits do not include SSN benefits until I am 62 years of age. I am currently 55 yoa. Confused? I am.
Retired Federal Law Enforcement Officer
Submitted by Anonymous on Mon, 03/15/2010 - 20:26.
If you did NOT receive the $250 payment in 2009 and were a retired government employee, file schedule M to get the credit.
1040 schedule m
Submitted by Anonymous on Mon, 03/08/2010 - 02:45.
Is there a minimum that should have been earned in 2009 to receive a 400.00 tax credit? Thank you.
1040 schedule m
Submitted by Anonymous on Mon, 03/08/2010 - 02:45.
Is there a minimum that should have been earned in 2009 to receive a 400.00 tax credit? Thank you.
Vets disability
Submitted by Anonymous on Sat, 03/06/2010 - 18:38.
Let's see. What the government was trying to do was to not exclude disabled veterans from receiving the stimulus payment. In the past, disabled veterans with no other income had to file tax form at end of year to claim any stimulus payment if they even knew they had to file to get it. This new process just makes more sense but the explanation is extremely poor. Just because we received stimulus/economic recovery payment from the VA doesn't change anything else... we still qualify for the Making Work Pay part too unless we're retired Federal Employees for example and didn't pay and won't receive Social Security... as noted above. Tim Columbus OH
my wife recv.$ 12048.00 in
Submitted by Anonymous on Sat, 03/06/2010 - 03:19.
my wife recv.$ 12048.00 in ssd benfits i worked a job and recv a wage how much credit are we able to enter on schedule m can i enter for me 400.00???
my wife recv.$ 12048.00 in
Submitted by Anonymous on Sat, 03/06/2010 - 03:19.
my wife recv.$ 12048.00 in ssd benfits i worked a job and recv a wage how much credit are we able to enter on schedule m can i enter for me 400.00???
If you are single, have no
Submitted by Anonymous on Mon, 03/01/2010 - 20:21.
If you are single, have no wages or earned income,but qualify for retiree credit do you skip 1a thru 8 and enter 0 on line 9
line 11 of sch M
Submitted by Anonymous on Fri, 02/26/2010 - 01:15.
what do they mean by "from work not covered by social security"? Is there such a thing? Like what?
line 11 of sch M
Submitted by Anonymous on Mon, 03/15/2010 - 20:31.
Some government employees are retired under systems in lieu of Social Security and do not get Social Security payments.
Work not covered by Social Security
Submitted by Anonymous on Mon, 03/01/2010 - 14:23.
Federal Employees do not pay into, nor collect Social Security.
Work not covered by Social Security
Submitted by Anonymous on Mon, 03/01/2010 - 14:22.
Federal Employees do not pay into, nor collect Social Security.
line 11 of sch M
Submitted by Anonymous on Fri, 02/26/2010 - 01:15.
what do they mean by "from work not covered by social security"? Is there such a thing? Like what?
Work not covered by SS
Submitted by Anonymous on Mon, 03/01/2010 - 14:34.
Federal employees are not taxed for Social Security and do not collect same.
Sched M
Submitted by Anonymous on Thu, 02/25/2010 - 14:36.
I am eligible for the $250 Gov Retiree Credit and my spouse is eligible for the $400 Making Work Pay credit. However, following the Sched M instructions, I cant get the total to equal $650. line 9 is 400 line 10 is 0 line 11 is 250 line 12 is 250 line 13 is 150 line 14 is 400 can anyone help?
Sched M
Submitted by Anonymous on Sat, 02/27/2010 - 17:20.
Hello, Before I get into $ amounts, let me make some assumptions: First, You and your wife are filing a JOINT return; Second, you answered "NO" to question 10; Third, You are the only federal retiree. If those statements are all TRUE, lets go to the numbers. Did your wife have wages of more than $6451 ? (That is the question on Line 1a). IF she did, you should have entered $800 on Line 4 & probably on Line 9 as well. Redo all of your calculations from Line 4 on. IF you did everything else correctly, you should wind up with $800 in Line 14. Take your time, redo the calculations and please let me know what you come up with. Thanks
Sched M
Submitted by Anonymous on Mon, 03/01/2010 - 14:32.
Thanks for responding. My wife and I are filing jointly. I believe she is eligible for the $400 tax credit from Making Work Pay and I am eligible for $250 tax credit for Government Retiree Credit. I would think that would make $650 total credit. Line 4 and 9 are 400. The answer to line 11 is yes as I received a government retirement, making line 11 250. As line 10 is no and 0, then line 12 is 250 Line 13 is subtract line 12 250 from line 9 400 which equals 150. Line 14 adds line 13 150 and line 11 240 to get total of 400. I know something is wrong. Thanks again
Vets disability
Submitted by Anonymous on Thu, 02/18/2010 - 13:28.
On the M form it says on no. 10 at the end, see instuctions. I don't really see any. On page 47 for line 63 it says certain veterans disability compensation, it doesn't explain anywhere what (certain) means. I need help finding an answer.

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