┌────────────────────────────────────────────────────────────────────┐ │ PREP'n'SEND Version 10.0 Release A PC/MS-DOS │ │ Copyright (c) Jeffrey L. Schlenker, 1989 All Rights Reserved. │ ├────────────────────────────────────────────────────────────────────┤ │ You may use the PREP'n'SEND software and printed materials in │ │ the PREP'n'SEND software package under the terms of the │ │ PREP'n'SEND Software License Agreement. In summary, NEXUS Direct │ │ Limited grants you a paid-up, non-transferable, personal license │ │ to use Prep'n'Send on one microcomputer or workstation. You do │ │ not become the owner of the package, nor do you have the right to │ │ alter the software or printed materials. You are legally account- │ │ able for any violation of the License Agreement, copyright, │ │ trademark, trade secret laws, or patent infringement. You may │ │ COPY and DISTRIBUTE this software as long as NO fee is charged for │ │ the software or documentation. │ └────────────────────────────────────────────────────────────────────┘ ──────────────────────────────────────────────────────────────────────────────── ┌────────────────────────────────────────────────────────────────────┐ │ PREP'n'SEND Version 10.0 Version A PC/MS-DOS │ │ Copyright (c) Jeffrey L. Schlenker, 1989, 90 All Rights Reserved. │ ├────────────────────────────────────────────────────────────────────┤ │ PREP'n'SEND for FAST 1040 Tax Refunds. │ │ │ │ W A R N I N G : Execute the program PRINTDOC.EXE. │ │ The READ.ME file contains all the latest changes │ │ to the documentation and other essential infor- │ │ mation. │ │ │ │ │ │ │ │ │ ├────────────────────────────────────────────────────────────────────┤ │ This Program uses the SEALINK Xfer Protocol, Copyright SEA, Inc. │ └────────────────────────────────────────────────────────────────────┘ ──────────────────────────────────────────────────────────────────────────────── FORM 1040 ══════════════════════════════════════════════════════════════════════════════ LAST NAME TITLE FIRST NAME [ ] [ ] [ ] PRIMARY SSN [ ] [ ] SPOUSE'S SSN [ ] HOME ADDRESS [ ] CITY STATE ZIP CODE PRIOR LAST NAME APO/FPO [ ] [ ][ ][ ] [ ] PRESIDENTIAL DO YOU WANT $1 TO GO TO THIS FUND? YES [ ] NO [ ] ELECTION COMPAIGN DOES SPOUSE WANT $1 TO GO TO THIS FUND? YES [ ] NO [ ] ────────────────────────────────────────────────────────────────────────────── FILING STATUS: ────────────────────────────────────────────────────────────────────────────── 1. SINGLE 2. MARRIED FILING JOINT RETURN 3. MARRIED FILING SEPARATE RETURN. SPOUSE'S NAME..[ ] 4. QUALIFYNG NAME FOR HEAD OF HOUSEHOLD..........[ ] 5. QUALIFYING WIDOW(ER) WITH DEPENDENT CHILD. [YR SPOUSE DIED?]........19[ ] ENTER APPLICABLE NUMBER 1-5............................................[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 1040 ══════════════════════════════════════════════════════════════════════════════ EXEMPTIONS ────────────────────────────────────────────────────────────────────────────── 6a. YOURSELF [ ] b. SPOUSES [ ] TOTAL 6a & 6b.[ ] c. (1)DEPENDENTS NAME (2)UNDER (3)DEPENDENT (4)RELATION (5)# MONTHS IN AGE 2 SSN TO YOU YOUR HOME 89 ────────────────────────────────────────────────────────────────────────────── [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] {#} OF CHILDREN WHO LIVED WITH YOU.[ ] {#} OF OTHER DEPENDENTS ON 6c.[ ] {#} OF CHILDREN NOT LIVING WITH YOU DUE TO DIVORCE, OR SEPARATION.[ ] d. PRE-1985 AGREEMENT.[ ] e. TOTAL NUMBER OF EXEMPTIONS.[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 1040 ══════════════════════════════════════════════════════════════════════════════ INCOME ────────────────────────────────────────────────────────────────────────────── 7. WAGES, SALARIES TIPS, ECT.................................[ ] 8. a. TAXABLE INTEREST INCOME................................[ ] b. TAX-EXEMPT INTEREST INCOME.............................[ ] 9. DIVIDEND INCOME...........................................[ ] 10. TAXABLE REFUND OF STATE AND LOCAL INCOME TAXES............[ ] 11. ALIMONY RECIEVED..........................................[ ] 12. BUSINESS INCOME OR LOSS...................................[ ] 13. CAPITAL GAIN OR LOSS......................................[ ] 14. CAPITAL GAIN DISTRIBUTATIONS NOT REPORTED ON LINE 13......[ ] 15. OTHER GAINS OR LOSSES.....................................[ ] 16. a. TOTAL IRA DISTRIBUTIONS..[ ] b. TAXABLE AMT.[ ] 17. a. TOTAL PENSIONS/ANNUITIES.[ ] b. TAXABLE AMT.[ ] 18. RENTS, ROYALTIES, PARTNERSHIPS, ESTATES, TRUSTS, ECT......[ ] 19. FARM INCOME OR LOSS.......................................[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 1040 ══════════════════════════════════════════════════════════════════════════════ 20. UNEMPLOYMENT COMPENSATION........REPAYMENT.[ ].[ ] 21. a. SOCIAL SECURITY BENEFITS.[ ] b. TAXABLE AMT.[ ] 22. OTHER INCOME TYPE....[ ] AMOUNT.[ ] TOTAL OTHER INCOME........................................[ ] 23. ADD FAR RIGHT COLUMN LINES 7-22, FOR TOTAL INCOME.........[ ] ADJUSTMENTS TO INCOME ────────────────────────────────────────────────────────────────────────────── 24. YOUR IRA DEDUCTION........................................[ ] 25. SPOUSE'S IRA DEDUCTION....................................[ ] 26. SELF-EMPLOYED HEALTH INSURANCE DEDUCTION..................[ ] 27. KEOGH RETIREMENT PLAN AND SELF-EMPLOYED SEP DEDUCTION.....[ ] 28. PENALTY ON EARLY WITHDRAWAL OF SAVINGS....................[ ] 29. ALIMONY PAID a. RECIPIENT'S LAST NAME....[ ] b. SSN.[ ] AMOUNT.[ ] TOTAL ALIMONY PAID..[ ] 30. TOTAL ADJUSTMENTS.........................................[ ] OTHER ADJ. DESC. [ ] AMT [ ] TOTAL [ ] 31. ADJUSTED GROSS INCOME.....................................[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 1040 ══════════════════════════════════════════════════════════════════════════════ TAX COMPUTATION ────────────────────────────────────────────────────────────────────────────── 32. AMOUNT FROM LINE 31. (ADJUSTED GROSS INCOME)..............[ ] 33. a.CHECK IF: 65 OR OLDER.[ ] BLIND.[ ] SPOUSE 65 OR OLDER.[ ] BLIND.[ ] ADD THE NUMBER OF BOXES CHECKED IN 33 AND ENTER TOTAL.[ ] b. IF SOMEONE CAN CLAIM YOU AS A DEPENDENT............[ ] c. MARRIED FILING SEPARATE & SPOUSE ITEMIZES..........[ ] 34. ENTER LARGEST ITEMIZED DEDUCTION. IF ITEMIZING CHECK..[ ] [ ] 35. SUBTRACT LINE 34 FROM LINE 32.............................[ ] 36. MULTIPLY $2000 BY THE TOTAL OF EXEMPTIONS ON LINE 6e......[ ] 37. TAXABLE INCOME. SUBTRACT LINE 36 FROM LINE 35.............[ ] UNDER AGE 14 WITH MORE THAN $1000 INVESTMENT INCOME...[ ] 38. ENTER TAX: a. TAX TABLE.[ ] b. TAX RATE SCHEDULES.[ ].....[ ] 40. ADD LINES 38 AND 39. ENTER THE TOTAL......................[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 1040 ══════════════════════════════════════════════════════════════════════════════ CREDITS ────────────────────────────────────────────────────────────────────────────── 41. CREDIT FOR CHILD AND DEPENDENT CARE EXPENSES.[ ] 42. CREDIT FOR THE ELDERLY OR THE DISABLED.......[ ] 46. ADD LINES 41 THROUGH 45. ENTER TOTAL......................[ ] 47. SUBTRACT LINE 46 FROM LINE 40. ENTER THE RESULT...........[ ] ────────────────────────────────────────────────────────────────────────────── OTHER TAXES ────────────────────────────────────────────────────────────────────────────── 48. SELF-EMPLOYMENT TAX......................................[ ] 49. ALTERNATIVE MINIMUM TAX..................................[ ] 50. RECAPTURE TAXES, CHECK IF: FORM 4255.[ ].................[ ] 51. SOCIAL SECURITY TAX ON TIPS NOT REPORTED TO EMPLOYER.....[ ] 52. TAX ON IRA OR A QUALIFIED RETIREMENT PLAN................[ ] 53. ADD LINES 47 THROUGH 52, AND ENTER TOTAL.................[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 1040 ══════════════════════════════════════════════════════════════════════════════ MEDICARE PREMIUM ────────────────────────────────────────────────────────────────────────────── 54. SUPPLEMENTAL MEDICARE PREMIUM.............................[ ] 55. ADD LINES 53 AND 54. THIS IS YOUR TOTAL TAX...............[ ] ────────────────────────────────────────────────────────────────────────────── 56. FEDERAL INCOME TAX WITHHELD. IF ANY FROM F-1099 CHECK [ ].[ ] 57. 1989 ESTIMATED TAX PAYMENTS & AMT. FROM 1988 RETURN.......[ ] DIVORCED SPOUSE'S SSN..........................[ ] 58. EARNED INCOME CREDIT.......NAME OF CHILD.[ ].[ ] 59. AMOUNT PAID W/FORM 4868 (EXTENSION REQUEST)...............[ ] 60. EXECESS SOCIAL SECURITY TAX AND RRTA TAX WITHHELD.........[ ] 61. CREDIT FOR FEDERAL TAX ON FUELS...........................[ ] 63. ADD LINES 56 THROUGH 62. THESE ARE YOUR TOTAL PAYMENTS....[ ] 64. IF LINE 63 IS LARGER THAN 55, ENTER THE AMOUNT OVER PAID..[ ] 65. AMMOUNT OF LINE 64 TO BE REFUNDED TO YOU..................[ ] 66. AMOUNT TO BE APPLIED TO 1990 ESTIMATED TAX..[ ] ────────────────────────────────────────────────────────────────────────────── YOUR OCCUPATION.[ ] SPOUSE.[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 1040A P1 ══════════════════════════════════════════════════════════════════════════════ STEP 1 LABEL ────────────────────────────────────────────────────────────────────────────── First Name & MI Last Name Title [ ] [ ] [ ] Primary SSN [ ] Home address [ ] Spouse's SSN [ ] City State Zip Code APO/FPO [ ] [ ][ ][ ] Presidential Do you want $1 to go to this fund? Yes [ ] No [ ] Election compaign Does spouse want $1 to go to this fund? Yes [ ] No [ ] ────────────────────────────────────────────────────────────────────────────── STEP 2 FILING STATUS ────────────────────────────────────────────────────────────────────────────── 1. Single. 2. Married filing joint return. 3. Married filing separate return. Spouse's name..[ ] 4. Qualifying name for head of household..........[ ] 5. Qualifying widow(er) with dependent child [YR. Spouse died?]....... 19 ] Enter applicable number 1-5............................................[ ] ──────────────────────────────────────────────────────────────────────────────── SCHEDULE 1 (FORM 1040A) ════════════════════════════════════════════════════════════════════════════════PART II DIVIDEND INCOME ────────────────────────────────────────────────────────────────────────────────1. LIST NAME OF PARER AMOUNT [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] 2. Add amounts on linr 1. Enter the total here................[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 1040A P1 ══════════════════════════════════════════════════════════════════════════════ STEP 3 FIGURE YOUR EXEMPTIONS ────────────────────────────────────────────────────────────────────────────── 6a. Yourself [ ] b. Spouse [ ] Total 6a & 6b.[ ] c. (1)Dependents name (2)Under (3)Dependent (4)Relation (5)# Months in age 2 SSN to you your home 89 ────────────────────────────────────────────────────────────────────────────── [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] (#) of children who lived with you.[ ] (#) of other dependents on 6c.[ ] (#) of children not living with you due to divorce, or separation......[ ] d. Child didn't live with you but is claimed under a pre-1985 agreement.[ ] e. Total number of exemptions..........................................[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 1040A P1 ══════════════════════════════════════════════════════════════════════════════ STEP 4 FIGURE YOUR TOTAL INCOME ────────────────────────────────────────────────────────────────────────────── 7. Wages, salaries tips, Ect................................[ ] 8. a. Taxable interest income...............................[ ] b. Tax-exempt interest income............................[ ] 9. Dividend income..........................................[ ] 10. Unemployment compensation (Insurance)....................[ ] 11. Add far right column lines 7-22, for total income........[ ] ────────────────────────────────────────────────────────────────────────────── STEP 5 FIGURE YOUR ADJUSTED GROSS INCOME ────────────────────────────────────────────────────────────────────────────── 12. a. Your IRA deduction....................................[ ] b. Spouse's IRA deduction................................[ ] c. Total adjustments.....................................[ ] 13. Adjusted gross income....................................[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 1040A P2 ══════════════════════════════════════════════════════════════════════════════ STEP 6 FIGURE YOUR STANDARD DEDUCTION ────────────────────────────────────────────────────────────────────────────── 14. Amount from line 13. (Adjusted gross income)..............[ ] 15. a. Check if: 65 or older.[ ] Blind.[ ] Spouse 65 or older.[ ] Blind..[ ] Add the number of boxes checked in 15a and enter total[ ] b. If someone can claim you as a dependent............[ ] c. Married filing separate & spouse itemizes..........[ ] 16. Enter standard deduction..................................[ ] 17. Subtract line 16 from line 14.............................[ ] 18. Multiply $2000 by the total of exemptions on line 6e......[ ] 19. Subtract line 18 from line 17 for taxable income..........[ ] ────────────────────────────────────────────────────────────────────────────── STEP 7 FIGURE YOUR TAX, CREDITS, AND PAYMENTS ────────────────────────────────────────────────────────────────────────────── Caution: Check if under age 14 with more than $1000 investment income....[ ] 20. Tax on amount line 19. Check if from Tax table....[ ].Amt.[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 1040A P2 ════════════════════════════════════════════════════════════════════════════════STEP 7 CONTINUED ──────────────────────────────────────────────────────────────────────────────── 21. Credit for child and dependent care expenses.[ ] 22. Subtract line 21 from line 20. Enter the result............[ ] 23. Supplemental medicare premium..............................[ ] 24. Add lines 22 and 23. This is your total tax................[ ] 25. (a) Federal income tax withheld. If from F-1099 check [ ]..[ ] (b) Earned income credit...................................[ ] Name of qualifying child..................[ ] Execess social security tax and RRTA tax withheld..........[ ] 26. Add lines 25a through 25b. These are your total payments...[ ] ────────────────────────────────────────────────────────────────────────────────STEP 8 FIGURE YOUR REFUND OR AMOUNT YOU OWE ──────────────────────────────────────────────────────────────────────────────── 27. If 26 is more than 24, subtract 24 from 26 for your refund.[ ] ════════════════════════════════════════════════════════════════════════════════ Your occupation...................................[ ] Spouse's occupation...............................[ ] ──────────────────────────────────────────────────────────────────────────────── SCHEDULE 1 (FORM 1040A) P1 ════════════════════════════════════════════════════════════════════════════════PART I CHILD AND DEPENDENT CARE EXPENSES ────────────────────────────────────────────────────────────────────────────────1. Persons or orgsnizations who provided the care. (a) NAME (b) ADDRESS (c) ID NUMBER (d) AMOUNT CITY STATE ZIP-CODE (SSN OR EIN) [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] 2. Add the amounts in column (d) of line 1 and enter the total..[ ] 3. Number of qualifying persons cared for in 1989...........[ ] 4. Amount of qualified expenses incurred/paid in 1989 for above.[ ] 5. Enter excluded amount, if any, from line 19..................[ ] 6. Subtract line 5 from line 4..................................[ ] ──────────────────────────────────────────────────────────────────────────────── SCHEDULE 1 (FORM 1040A) P1 ════════════════════════════════════════════════════════════════════════════════PART I CONTINUED ──────────────────────────────────────────────────────────────────────────────── 7. You must enter your earned income...........................[ ] 8. If you are married filing a joint return. Spouse's income...[ ] 9. If you were married, Enter the smaller of line 7 and 8......[ ] 10. If you were unmarried at the end of 1989, compare the amounts on lines 6 and 7. Enter the smaller of the two amounts here. If you are married filing a joint return, compare the amounts on lines 6 and 9, Enter the smaller of the two amounts here.[ ] 11. Enter the decimal amount from the table that applies to the amount on Form 1040A, line 14..................................[ ] 12. Multiply the amount on line 10 by the decimal amount on line 11 Enter the result here and on Form 1040A LINE 21..........[ ] ──────────────────────────────────────────────────────────────────────────────── SCHEDULE 1 (FORM 1040A) P2 ════════════════════════════════════════════════════════════════════════════════PART I CONTINUED ────────────────────────────────────────────────────────────────────────────────13. Enter the total amt. of employer-paid dependent care benefits.[ ]14. Enter the amount of qualified expenses you incurred in 1989 for the care of a qualifying person...........................[ ]15. Enter the smaller of lines 13 and 14..........................[ ]16. You must enter your earned income.............................[ ]17. If you were married at the end of 1989, you must enter your spouse's earned income........................................[ ]18. * If you were unmarried, enter the amount from line 16 here. * If you were married enter the smaller amt. of lines 16 & 17.[ ]19. EXCLUDED AMOUNT. Enter here the smallest of the following: * The amount from line 15, or * The amount from line 18, or * $5,000 ($2,500 if married. but not filing a joint return)...[ ]20 TAXABLE AMOUNT. Subtract line 19 from line 13..................[ ] ──────────────────────────────────────────────────────────────────────────────── SCHEDULE 1 FORM (1040A) P2 ════════════════════════════════════════════════════════════════════════════════PART II INTEREST INCOME ────────────────────────────────────────────────────────────────────────────────1. LIST NAME OF PAYER AMOUNT [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] [ ] 2. Add amounts on line 1. Enter the total here................[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 1040EZ ═══════════════════════════════════════════════════════════════════════════════ First Name & MI Last Name Title SSAN [ ] [ ] [ ] [ ] Street Address [ ] City [ ] State [ ] Zipcode [ ] APO/FPO [ ] Presidential Election Campaign Fund Yes:[ ] No:[ ] ────────────────────────────────────────────────────────────────────────────────Line 1 Total wages, salaries, & tips. (whole dollars) .................[ ] Line 2 Taxable interest income of $400 or less. (whole dollars) .........[ ] Tax Exempt Interest .................................................[ ] Line 3 Adjusted gross income ..........................................[ ] Line 4 Can you be claimed as a dependent on another person's return (X=Yes) [ ] [ ] ──────────────────────────────────────────────────────────────────────────────── Line 5 Taxable Income .................................................[ ] Line 6 Federal Income Tax Withheld ...................................[ ] Line 8 Refund Amount .................................................[ ] Line 9 Amount of Tax .................................................[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 2106 - Employee Business Expenses (Page 1) SSN of Taxpayer With Expense.[ ] Occupation.[ ]Part 1 - Employee Business Expenses Vehicle Expense (Part 2 Line 15 or Line 22)[ ] Parking, Tolls, Local Transportation.......[ ] Travel Away From Home (excl. meals/entrmnt)[ ] Other Business Exp. (excl. meals/entrmnt)..[ ] Meals/Entertainment Expenses...............[ ] Total Expenses (excl. meals/entrmnt).......[ ] Total.[ ] Other Reimbursements NOT Reported on W2....[ ] Meals/Entrmnt Reimbursements NOT Reported..[ ] Other Reimbursements Reported on W2........[ ] Meals/Entrmnt Reimbursements Reported......[ ] Other Reimbursements Total.......................................[ ] Meals/Entertainment Reimbursements Total.........................[ ] Column A Line 6 - Line 9..[ ] 20 % of Line 10 Column B[ ] Column B Line 6 - Line 9..[ ] Line 10 - Line 11 Col. A[ ] Line 10 - Line 11 Col. B..[ ] Total Line 12, Col. A, and Line 12, Col. B.....................[ ]──────────────────────────────────────────────────────────────────────────────── FORM 2106 - Employee Business Expenses (Page 2) ─────────────────────────────────────────────────────────────────────────────── Part 2 - Vehicle expenses ──────────────────────────────────────────────────────────────────────────────── # 1 # 2 Enter the date vehicle was placed in service..[ ] [ ] Total mileage vehicle was used during year....[ ] [ ] Miles that vehicle was used for business......[ ] [ ] Percent of business use.......................[ ] [ ] Average daily round trip commuting distance...[ ] [ ] Miles that vehicle was used for commuting.....[ ] [ ] Line 15(a) - Line 16(a) - Line 19(a)..........[ ] [ ] ──────────────────────────────────────────────────────────────────────────────── Y N E N / S O A Do you have another vehicle available for personal purposes..[ ] [ ] Is personal use of Vehicle during off duty hours permitted...[ ] [ ] [ ] Do you have evidence to support your deduction...............[ ] [ ] Is the evidence written......................................[ ] [ ] ──────────────────────────────────────────────────────────────────────────────── FORM 2106 - Employee Business Expneses (Page 2) Section B--Standard Mileage Rate Line 24 x .255.............[ ] Smaller Line 16 or Limit...[ ] Line 24 x .11..............[ ] Line 16 - Line 24..........[ ] Line 26 + Line 27..........[ ] Section C--Actual Expenses Vehicle 1 Vehicle 2 Gasoline, Oil, Repairs, Insurance, etc......[ ] [ ] Vehicle rentals.............................[ ] [ ] Add Lines 20-30 ............................[ ] [ ] Line 31 x Line 17 ..........................[ ] [ ] Depreciation................................[ ] [ ] Line 32 + Line 33 ..........................[ ] [ ] Section D--Depreciation of Vehicles Vehicle 1 Vehicle 2 Cost or other basis.........................[ ] [ ] Recovery....................................[ ] [ ] Method of figuring depreciation..............[ ] [ ] Depreciation deduction......................[ ] [ ] Section 179 expense.........................[ ] [ ] Vehicle total...............................[ ] [ ] ──────────────────────────────────────────────────────────────────────────────── Form 2119 Date Residence Sold.......[ ] Face Amount Of Note......[ ] Bought Or Built New Main Home ? ..........[ ] (Y or N) Partial Business Use ? ...................[ ] (Y or N) Self Over 55 ? ...........................[ ] (Y or N) Spouse Over 55 ? .........................[ ] (Y or N) Principal Residence ? ....................[ ] (Y or N) Lifetime Exclusion ? .....................[ ] (Y or N) Owner Of Residence ? .....................[ ] (<Y>ou, <S>pouse, <B>oth) Different Spouse SSN......[ ] Amount Realized..........[ ]Selling Price.............[ ] Basis Residence Sold.....[ ]Expense Of Sale...........[ ] Gain On Sale.............[ ] Replace Residence ? ......................[ ] (Y or N) Exclusion Amount..........[ ] Date Moved In New Home...[ ] Gain After Exclusion......[ ] Gain Taxable This Year...[ ]Fixing-Up Expenses........[ ] Gain To Be Postponed.....[ ]Adjusted Sales Price......[ ] Adjusted Basis...........[ ]Cost Of New Residence.....[ ] Spouse Consent ? ..[ ] (SC or Blank) ──────────────────────────────────────────────────────────────────────────────── Form 2441, Page 1 Care Provider (1)....[ ] Care Provider (2) ....[ ]Address..[ ] Address...[ ]Cty/ST/Zip[ ] Cty/ST/Zip[ ]SSN/EIN.....................[ ] SSN/EIN......................[ ]Amount Paid..............[ ] Amount Paid...............[ ] Care Provider (3)....[ ] Care Provider 4) .....[ ]Address..[ ] Address..[ ]Cty/ST/Zip[ ] Cty/ST/Zip[ ]SSN/EIN.....................[ ] SSN/EIN......................[ ]Amount Paid..............[ ] Amount Paid...............[ ] Total Amount Paid........[ ] Smaller Of Line 7 or 8....[ ]Number Qualifing Persons...........[ ] Smaller Of Line 6 or 7 -OR- Qualified Exp. Or Limit..[ ] Smaller Of Line 6 or 9....[ ]Excluded Amount..........[ ] Applicable Percentage.....[ ] Line 4 Minus Line 5......[ ] Line 10 Times Line 11.....[ ]Primary Earned Income....[ ] Last Year Caryover........[ ]Spouse's Earned Income...[ ] Line 12 Plus Line 13......[ ]──────────────────────────────────────────────────────────────────────────────── Form 2441, Page 2 ─────────────────────────────────────────────────────────────────────────────── Employer Paid Benefits..........................[ ] Qualified Expenses Incurred.....................[ ] Smaller Of Line 15 Or Line 16...................[ ] Earned Income...................................[ ] Spouse's Earned Income..........................[ ] Smaller Of Line 18 Or Line 19...................[ ] Excluded Amount.................................[ ] Taxable Amount..................................[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 3903 - Moving Expenses ────────────────────────────────────────────────────────────────────────────── 1. Miles from old residence to new work place ......................[ ] 2. Miles from old residence to old workplace........................[ ] 3. Subtract line 2 from line 1. (not less than zero)................[ ]If line 3 is 35 or more miles, complete the rest of this form. If line 3 is less than 35 miles, you may not take a deduction for moving expenses. This rule does not apply to members of the armed forces. Part 1 - Moving Expenses Section A.--Transportation of Household Goods 4. Trans. and storage for household goods/personal effects....[ ]Section B.--Expenses of Moving from Old to New Home 5. Travel and lodging not including meals.........[ ] 6. Total meals........................[ ] 7. Multiply line 6 by 80%(.80)....................[ ] 8. Add lines 5 and 7..........................................[ ]Section C.--Pre-move Househunting Expenses 9. Travel and lodging not including meals.........[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 3903 - Moving Expenses ────────────────────────────────────────────────────────────────────────────── Section C.--Pre-move Househunting Expenses 10. Total meals........................[ ] 11. Multiply line 10 by 80%(.80)...................[ ] 12. Add lines 9 and 11.............................[ ] Section D.--Temporary Quarters (for any 30 day in a row after getting job) 13. Lodging expenses not inc. meals ...............[ ] 14. Total meals........................[ ] 15. Multiply line 14 by 80%(.80).......[ ] 16. Add lines 13 and 15................[ ] Section E.--Qualified Real Estate Expenses 17. Expenses of (check one) a [ ] selling/exchanging old home; or b [ ] if renting, settling unexpired lease....... [ ] 18. Expenses of (check one) a [ ] buying your new home, or b [ ] if renting, getting a new lease............ [ ] Part 2 - Dollar Limitations 19. Add lines 12 and 16................[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 3903 - Moving Expenses ────────────────────────────────────────────────────────────────────────────────Part 2 - Dollar Limitations 20. Enter smaller of line 19 or $1,500($750 if married, filing a separate return, and at the end of the tax year you lived with your spouse who also started work during tax year..........[ ] 21. Add lines 17, 18 and 20........................[ ] 22. Enter smaller of line 21 or $3,000($1,500 if married, filing separate return, and at end of the tax year you lived with your spouse who also stared work during tax year...........[ ] 23. Add lines 4, 8 and 22. (moving expense deduction) Enter here and on Schedule A (Form 1040), line 19. (Note: Any payments your employer made for any part of your move (including the value of any services furnished in kind) should be included on form W-2. Report that amount on Form 1040, line 7. See Reimbursements in the Instruction..........................[ ] ──────────────────────────────────────────────────────────────────────────────── Form 4136 ─────────────────────────────────────────────────────────────────────────────── Qualified Diesel Highway Vehicle Amount.......[ ] Number Of Gals Gasoline/Farm.[ ] Number Of Gals Gasoline/Comm......[ ]Number Of Gals Diesel/Farm...[ ] Number Of Gals Diesel/Comm........[ ]Number Of Gals Spcl/Farm.....[ ] Number Of Gals Spcl/Comm..........[ ]Total Farm Fuel Amount.[ ] Total Commercial Fuel Amount[ ] Off Highway Business Description.[ ] Number Of Gals Gasoline/Off Hgwy[ ] Number Gals Intercity/Buses....[ ]Number Of Gals Diesel/Off Hgwy..[ ] Number Gals Qualified/Buses....[ ]Number Of Gals Spcl/Off Hgwy....[ ] Local And Buses Amount...[ ]Total Fuel/Off Highway....[ ] Number Gals Gas/Alcohol Mix....[ ]Number Gals Gasoline/Exempt.....[ ] Gas/Alcohol Mix Amount...[ ]Total Gasoline/Exempt.....[ ] Number Gallons Fuels...........[ ]Num Gals Meth/Ethanol...........[ ] Leaking Underground Storage Num Gals Diesel Fuels...........[ ] Tank Taxes...............[ ]Num Gals Special Fuels..........[ ] Num Gals Aviation/Farm.........[ ]Alcohol Mixture Amount....[ ] Aviation Farm Amount.....[ ]Num Gals Aviation/Helicopter....[ ] Aviation Helicopter Amount[ ] Total Credit Claimed Amt.[ ]──────────────────────────────────────────────────────────────────────────────── Form 4137, Page 1 ─────────────────────────────────────────────────────────────────────────────── Tip Income Name.....[ ] Tip Income SSN.......[ ] Employer's Name Line 1....[ ] Employer's Name Line 2....[ ] Employer's Name Line 3....[ ] Total Tips Received.................[ ] Total Tips Reported.................[ ] Taxable Tips........................[ ] Unreported Tips.....................[ ] Line 3 Minus Line 4.................[ ] Total Social Security Wages & Tips..[ ] Line 6 Minus Line 7.................[ ] Unreported Tips Subject To SST......[ ] Social Security Tax on Tips.........[ ] ──────────────────────────────────────────────────────────────────────────────── Form 4137, Page 2 ─────────────────────────────────────────────────────────────────────────────── Tip Income Name........[ ] Tip Income SSN...[ ] Street Address.........[ ] Occupation.............[ ] City...................[ ] State..................[ ] (2 Digit Postal Abbr.) Zip Code...............[ ] Unreported Tips Subject To Social Security Tax...[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 4255 - Recapture of Investment Credit ──────────────────────────────────────────────────────────────────────────────── │Kind of property-State whether recovery/nonrecovery (see Properties │Instructions for Form 3468 for definitions). If energy property │show type. Also indicate if rehabilitation expenditure property. ──────────────────────────────────────────────────────────────────────────────── A [ ] B [ ] C [ ] D [ ] ──────────────────────────────────────────────────────────────────────────────── Computation Steps: Properties (see specific Instructions) A B C D ────────────────────────────────────────────────────────────────────────────────1. Original credit rate [ ] [ ] [ ] [ ] 2. Date property placed in service.......... [ ] [ ] [ ] [ ] 3. Cost or other basis. [ ][ ][ ][ ] ──────────────────────────────────────────────────────────────────────────────── FORM 4255 - Recapture of Investment Credit ──────────────────────────────────────────────────────────────────────────────── A B C D ─────────────────────────────────────────── Properties ─────────────────────────4. Original est. useful life/class of property............. [ ] [ ] [ ] [ ] 5. Applicable %..........[ ] [ ] [ ] [ ] 6. Original qualified investment (line 3 x line 5)....[ ][ ][ ][ ]7. Original credit (line 1 x line 6)....[ ][ ][ ][ ]8. Date property ceased to be qualified inv. credit property......[ ] [ ] [ ] [ ] 9. Number of full years b/w line 2 & line 8..[ ] [ ] [ ] [ ] 10. Recapture %.........[ ] [ ] [ ] [ ] ──────────────────────────────────────────────────────────────────────────────── FORM 4255 - Recapture of Investment Credit ──────────────────────────────────────────────────────────────────────────────── A B C D ──────────────────────────────────────────────────────────────────────────────── 11. Tentative recapture line 7 x line 10)[ ][ ][ ][ ] 12. Add line 11, columns A through D...........................[ ] 13. Enter tax from property ceasing to be at risk, or for which there was an increase in nonqualified nonrecourse financing (atch.).....[ ] 14. Total - Add lines 12 and 13................................[ ] 15. Portion or original credit (line 7) not used to offset tax in any year, plus any carryback/carryforward of credits you can now apply to the original credit year because you have freed up tax liability in the amount of the tax recaptured (Do not enter more than line 14 - see instructions.........[ ] 16. Total increase in tax - Subtract line 15 from line 14......[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 4562 - Depreciation and Amortization (Page 1) Part 1 - Depreciation Section A--Election To Expense Depreciable Assets (Section 179) Activity......................................[ ] Section 179 Property Cost for Current Year.......................[ ] Section 179 Property Adjusted....................................[ ] Overall Dollar Limitation Adjusted...............................[ ] Section B--Depreciation Class Of Date In Elected Property Service Cost Cost 1. 2. Listed Property/Line 28..........................................[ ] Tentative Deduction..............................................[ ] Taxable Income Limitation........................................[ ] Carryover of Disallowed Deduction................................[ ] Section 179 Expense Deduction....................................[ ] Next Year Carryover Amount.......................................[ ]──────────────────────────────────────────────────────────────────────────────── FORM 4562 - Depreciation and Amortization (Page 1) Part 1 - Depreciation Section B--Depreciation Method Cost Recovery Convention Figuring Deduction 3 - Year Property.[ ] [ ] [ ] [ ] [ ] 5 - Year Property.[ ] [ ] [ ] [ ] [ ] 7 - Year Property.[ ] [ ] [ ] [ ] [ ] 10 - Year Property.[ ] [ ] [ ] [ ] [ ] 15 - Year Property.[ ] [ ] [ ] [ ] [ ] 20 - Year Property.[ ] [ ] [ ] [ ] [ ] Date In Depreciation Service Cost Deduction Residential Rental Property #1.....[ ] [ ] [ ] Residential Rental Property #2.....[ ] [ ] [ ] Non-Residential Property #1........[ ] [ ] [ ] Non-Residential Property #2........[ ] [ ] [ ] 40 - Year Property.................[ ] [ ] [ ] ──────────────────────────────────────────────────────────────────────────────── FORM 4562 - Depreciation and Amortization (Page 1) Part 1 - Depreciation Section B--Depreciation Cost Recovery Convention Deduction Class-Life.[ ] [ ] [ ] [ ] 12 - Year..[ ] [ ] [ ] Section C--ACRS and/or Other Depreciation Listed Property Line 27..........................................[ ] GDS and ADS Deductions...........................................[ ] Line 17 Explanation..............................................[ ] Property Subject to Section 168(f)(1) Election...................[ ] ACRS/Other Depreciation Explanation..............................[ ] ARCS/Other Depreciation..........................................[ ] Section D--Summary Total Depreciation...............................................[ ] Section 263A Current Year Cost...................................[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 4562 - Depreciation and Amortization (Page 2) Part 2 - Amortization Amort. Description Of Date Cost or Code Period Amort. for Property Aquired Other Basis Sect. Or % This Year ────────────────────────────────────────────────────────────────────────────────Property 1[ ][ ][ ][ ][ ][ ]Property 2[ ][ ][ ][ ][ ][ ]Amortization For Property Placed in service Prior to Tax Year.....[ ] Total Amortization..............................................[ ] ────────────────────────────────────────────────────────────────────────────────Part 3 - Automobiles, Certain Other Vehicles, Computers, and Property Used for Entertainment, Recreation, or Amusement (Listed Property). Section A--Depreciation Y E N S O Do you have evidence to support the business claimed................[ ] [ ] If 'YES', is the evidence written...................................[ ] [ ] ──────────────────────────────────────────────────────────────────────────────── FORM 4562 - Depreciation and Amortization (Page 2) Part 3 - Automobiles, Certain Other Vehicles, Computers, and Property Used for Entertainment, Recreation, or Amusement (Listed Property). Section A -- Depreciation Date In % of Bus. Cost or Depreciation Description Service Use Other Basis Basis ────────────────────────────────────────────────────────────────────────────────Property #1.[ ] [ ] [ ] [ ] [ ]Property #2.[ ] [ ] [ ] [ ] [ ]Property #3.[ ] [ ] [ ] [ ] [ ]──────────────────────────────────────────────────────────────────────────────── Recovery Method of Depreciation Section 179 Period Depr. Deduction Expense ────────────────────────────────────────────────────────────────────────────────Property #1....[ ] [ ] [ ] [ ]Property #2....[ ] [ ] [ ] [ ]Property #3....[ ] [ ] [ ] [ ]──────────────────────────────────────────────────────────────────────────────── ──────────────────────────────────────────────────────────────────────────────── FORM 4562 - Depreciation and Amortization (Page 2) Part 3 - Automobiles, Certain Other Vehicles, Computers, and Property Used for Entertainment, Recreation, or Amusement (Listed Property). Section A -- Depreciation Date In % of Bus. Cost or Depreciation Description Service Use Other Basis Basis ────────────────────────────────────────────────────────────────────────────────Property #1 [ ] [ ] [ ] [ ] [ ]Property #2 [ ] [ ] [ ] [ ] [ ]Property #3 [ ] [ ] [ ] [ ] [ ]──────────────────────────────────────────────────────────────────────────────── Recovery Depreciation Period Deduction ────────────────────────────────────────────────────────────────────────────────Property #1 [ ] [ ] Property #2 [ ] [ ] Property #3 [ ] [ ] ──────────────────────────────────────────────────────────────────────────────── Total Depreciation Deduction..............................[ ] Total Section 179 Expense.................................[ ]──────────────────────────────────────────────────────────────────────────────── FORM 4562 - Depreciation and Amortization (Page 2) Part 3 - Automobiles, Certain Other Vehicles, Computers, and Property Used for Entertainment, Recreation, or Amusement (Listed Property). Section B -- Information Regarding Use of Vehicles Veh. 1 Veh. 2 Veh. 3 Veh. 4 Veh. 5 Veh. 6 Bus. Miles............[ ] [ ] [ ] [ ] [ ] [ ]Commuting.............[ ] [ ] [ ] [ ] [ ] [ ]Personal..............[ ] [ ] [ ] [ ] [ ] [ ]Total.................[ ] [ ] [ ] [ ] [ ] [ ] Y Y Y Y Y Y Was the vehicle avail- E N E N E N E N E N E N able for personal use S O S O S O S O S O S O during off-duty hours..[ ][ ] [ ][ ] [ ][ ] [ ][ ] [ ][ ] [ ][ ] Used more than 5% .....[ ][ ] [ ][ ] [ ][ ] [ ][ ] [ ][ ] [ ][ ] Another Vehicle........[ ][ ] [ ][ ] [ ][ ] [ ][ ] [ ][ ] [ ][ ] Maintain Question (Item 36)..............................................[ ][ ] Maintain Question (Item 37)..............................................[ ][ ] All Personal Use (Item 38)...............................................[ ][ ] More than 5 vehicles (Item 39)...........................................[ ][ ] Meet Requirements (Item 40)..............................................[ ][ ] ──────────────────────────────────────────────────────────────────────────────── FORM 4684 - Casualties and Thefts (Page 1) ────────────────────────────────────────────────────────────────────────────────Section A--Personal Use Property 1. Description of Properties (Show kind, location, and date of purchase) Property A [ ] Property B [ ] Property C [ ] Property D [ ] Property A Property B Property C Property D ────────────────────────────────────────────────────────2. Cost or Other Basis..[ ][ ][ ][ ]3. Ins. Reimbursement...[ ][ ][ ][ ]4. Gain From Casualty...[ ][ ][ ][ ]5. FMV Before Casualty..[ ][ ][ ][ ]6. FMV After Casualty...[ ][ ][ ][ ]7. Line 5 - Line 6 .....[ ][ ][ ][ ]8. Smaller 2 or 7 ......[ ][ ][ ][ ]9. Line 8 - Line 3 .....[ ][ ][ ][ ]──────────────────────────────────────────────────────────────────────────────── FORM 4684 - Casualties and Thefts (Page 1) ────────────────────────────────────────────────────────────────────────────────Section A--Personal Use Property 10. Casualty or Theft Loss.......................................[ ] 11. Casualty or Theft Loss Limit.................................[ ] 12. Net Casualty or Theft Loss...................................[ ] 13. Total Line 12 Amount.........................................[ ] 14. Total Casualty or Theft Gain.................................[ ] 15. If Line 14 is MORE than 13, enter difference here............[ ] 16. If Line 13 is MORE than 14, enter difference here............[ ] 17. Enter 10% of your adjusted gross income......................[ ] 18. Line 16 - Line 17 ...........................................[ ]──────────────────────────────────────────────────────────────────────────────── FORM 4684 - Casualties and Thefts (Page 2) ────────────────────────────────────────────────────────────────────────────────Section B--Business and Income-Producing Property Part 1 - Casualty or Theft Gain or Loss 1. Description of Properties (Show kind, location, and date of purchase) Property A [ ] Property B [ ] Property C [ ] Property D [ ] Property A Property B Property C Property D ────────────────────────────────────────────────────────2. Cost or Other Basis..[ ][ ][ ][ ]3. Ins. Reimbursemtent..[ ][ ][ ][ ]4. Gain From Casualty...[ ][ ][ ][ ]5. FMV Before Casualty..[ ][ ][ ][ ]6. FMV After Casualty...[ ][ ][ ][ ]7. Line 5 - Line 6 .....[ ][ ][ ][ ]8. Smaller Line 2 or 7 .[ ][ ][ ][ ]9. Line 8 - Line 3 .....[ ][ ][ ][ ]10. Total Casualty Theft Loss.....................................[ ]──────────────────────────────────────────────────────────────────────────────── FORM 4684 - Casualties and Thefts (Page 2) ────────────────────────────────────────────────────────────────────────────────Section B--Business and Income-Producing Property Part 2 - Summary of Gains and Losses (From Separate Parts 1) Trade, bus. Income Gains From Identify Casualty Rental/Royalty Producing Casualties or Theft Property Property or Thefts Property A [ ][ ][ ][ ]Property B [ ][ ][ ][ ] 12. Totals..........................: ][ ][ ] 13. PAL INDICATOR....................[ ] Total................[ ] 14. PAL INDICATOR....................[ ] Total................[ ] 15. Casualty or Theft Gains Form 4797. Part III, line 32.........[ ]Property A [ ][ ][ ][ ]Property B [ ][ ][ ][ ]17. Total Losses......................[ ][ ][ ]19. Add amounts on line 17, columns (b)(i) and (b)(ii)............[ ]20. PAL INDICATOR.......................[ ] Net Gain or (Loss)..[ ] PAL INDICATOR.......................[ ] Line 17 amount......[ ]21. Loss Equal to or Smaller than Gain............................[ ]──────────────────────────────────────────────────────────────────────────────── FORM 4797 - Sales of Business Property (Page 1) ════════════════════════════════════════════════════════════════════════════════ Part 1 - Sales/Exchanges of Property used in Trade/Business and Involuntary Conversions Other Than Casualty and Theft-Property Held More Than 1 Year (More Than 6 Months if Acquired before 1/1/88) 1. Gross Proceeds (from Form(s) 1099-S or equivalent statement....[ ]2.....:│ (a) (b) (c) (d) (e) (f) │ Property Date Date Gross Sales Depreciation Cost/Other │ Description Acquired Sold Price Allowed Basis ╞═══════════════╤════════╤════════╤════════════╤════════════╤════════════ #1:│ │ │ │ │ │ #2:│ │ │ │ │ │ #3:│ │ │ │ │ │ #4:│ │ │ │ │ │ #5:│ │ │ │ │ │ #6:│ │ │ │ │ │ #7:│ │ │ │ │ │ ╘═══════════════╧════════╧════════╧════════════╧════════════╧════════════ ──────────────────────────────────────────────────────────────────────────────── FORM 4797 - Sales of Business Property (Page 2) Part 3 - Gain From Disposition of Property 27. Section 1252 property..:│ │ │ │ a. Soil, water, and land│ │ │ │ clearing expenses...:│ │ │ │ b. Ln27a x applicable │ │ │ │ applicable %........:│ │ │ │ c. Enter smaller of │ │ │ │ line 24 or 27b......:│ │ │ │ ────────────────────────────┼────────────┼────────────┼────────────┼────────────28. Section 1254 property..:│ │ │ │ a. Intangible drilling/ │ │ │ │ devlop. costs expend.│ │ │ │ for devlop. of mines/│ │ │ │ other natural deposit│ │ │ │ mining exploration │ │ │ │ costs (Instruction).:│ │ │ │ b. Enter smaller of line│ │ │ │ 24 or 29a...........:│ │ │ │ ────────────────────────────┼────────────┼────────────┼────────────┼──────────────────────────────────────────────────────────────────────────────────────────── FORM 4797 - Sales of Business Property (Page 2) Part 3 - Gain From Disposition of Property 29. Section 1255 property..:│ │ │ │ a. Applicable % of pymts│ │ │ │ excl. from income │ │ │ │ under Sec. 126......:│ │ │ │ b. Enter smaller of line│ │ │ │ 24 or 29a...........:│ │ │ │ ────────────────────────────────────────────────────────────────────────────────Part 3 - Gains (Complete property col. A - D through line 29b before line 30.)30. Total gains for all properties (Add col. A - D, line 24)......:│ 31. Add col. A - D, lines 25b,25g,27c,28b, and 29b. Enter here and.│ in Part 2, line 13.(If installment see Instructions for Part 4)│ 32. Subtract line 31 from line 30. Enter the portion from casualty.│ and theft on Form 4684, Sec. B, line 15. Enter the portion from│ other than casualty and theft on Form 4797, Part 1, line 5....:│ ════════════════════════════════════════════════════════════════════════════════ ──────────────────────────────────────────────────────────────────────────────── FORM 4797 - Sales of Business Property Part 4 - Complete This Part Only if You Elect Out of the Installment Method and Report a Note or Other Obligation at Less Than Full Face Value 33. Check here if you elect out of the installment method....................: 34. Enter the face amount of the note or other obligation.........: 35. Enter the percentage of valuation of the note or other obligation....: ════════════════════════════════════════════════════════════════════════════════Part 5 - Computation of Recapture Amount Under Sections 179 and 280F When Business Use Drops to 50% or Less (See Instructions for Part 5.) (a) (b) Section 179 Section 280F────────────────────────────────────────────────────────────────────────────────37. Sec. 179 expense deduction or....................:│ │ 38. Depreciation/recovery deductions (Instructions)..:│ │ 39. Recapture amount (ln2 - ln1)(Instructions).......:│ │ ════════════════════════════════════════════════════════════════════════════════ ──────────────────────────────────────────────────────────────────────────────── FORM 4797 - Sales of Business Property (Page 1) ════════════════════════════════════════════════════════════════════════════════ Part 1 - Sales/Exchanges of Property 2.......................................:│ (g) Loss (h) Gain │ │(f)-{(d)+(e)} (d)+(e)-(f)│ ╞════════════╤════════════╡ #1:│ │ │ #2:│ │ │ #3:│ │ │ #4:│ │ │ #5:│ │ │ #6:│ │ │ #7:│ │ │ ╘═════════════════════════╛ 3. Gain, if any, from Form 4684, Section B, line 21...............[ ]4. Sec. 1231 gain (installment sales) (Form 6252, line 22/30).....[ ]5. Gain, if any, from Part 3, line 32.............................[ ]6. Add lines 2 - 5 in col. (g) and (h)..[ ] 7. Combine col. (g) and (h) of line 6. Net gain or (loss).........[ ]──────────────────────────────────────────────────────────────────────────────── FORM 4797 - Sales of Business Property (Page 1) ════════════════════════════════════════════════════════════════════════════════ Part 1 - Sales/Exchanges of Property If line 7 is zero or a loss, enter the amount on line 11 below and skip lines 8 and 9.(S corporations enter the loss on Sch. K (Form 1120S), line 5.) If line 7 is a gain and you did not have any prior year section 1231 losses, or they were recaptured in an earlier year, enter the gain as a long-term capital gain on Sch D and skip lines 8, 9, and 12 below. 8. Nonrecaptured net section 1231 losses from prior years.........[ ]9. Subtract line 8 from line 7. If zero or less, enter zero.......[ ] If line 9 is zero, enter the amount from line 7 on line 12 below. If line 9 is more than zero, enter the amount from line 8 on line 12 below, and enter the amount from line 9 as a lont-term capital gain on Sch. D. See Instructions. ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀Part 2 - Ordinary Gains and Losses 10. Gains/Losses not inc. on line 11 - 16(inc. prop. held 1 yr. or less) (6 months or less if acquired before 1/1/88) ──────────────────────────────────────────────────────────────────────────────── FORM 4797 - Sales of Business Property (Page 1) ════════════════════════════════════════════════════════════════════════════════Part 2 - Ordinary Gains and Losses 10....:│ (a) (b) (c) (d) (e) (f) │ Property Date Date Gross Sales Depreciation Cost/Other │ Description Acquired Sold Price Allowed Basis ╞═══════════════╤════════╤════════╤════════════╤════════════╤════════════ #1:│ │ │ │ │ │ #2:│ │ │ │ │ │ #3:│ │ │ │ │ │ #4:│ │ │ │ │ │ #5:│ │ │ │ │ │ #6:│ │ │ │ │ │ #7:│ │ │ │ │ │ ╘═══════════════╧════════╧════════╪════════════╧════════════╪════════════10......................................:│ (g) Loss (h) Gain │ │(f)-{(d)+(e)} (d)+(e)-(f)│ ╞═════════════════════════╛ #1:│ │ #2:│ │ ──────────────────────────────────────────────────────────────────────────────── FORM 4797 - Sales of Business Property (Page 1) ════════════════════════════════════════════════════════════════════════════════Part 2 - Ordinary Gains and Losses 10......................................:│ (g) Loss │ (h) Gain │ ╞════════════╪════════════╛ #3:│ │ #4:│ │ #5:│ │ #6:│ │ #7:│ │ 11. Loss, if any from line 7......................................[ ]12. Gain, if any, from line 7, or amount on line 8(if applicable).[ ]13. Gain, if any from line 31, Part 3.............................[ ]14. PAL INDICATOR..........................................................[ ]14. Net gain/(loss)(Form 4684, Sec. B,..:│ (g) │ (h) lines 13 and 20a....................:│ │ 15. Gain from installment sales(Form 6252, line(s) 21 and/or 29)..[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 4797 - Sales of Business Property (Page 1) ════════════════════════════════════════════════════════════════════════════════Part 2 - Ordinary Gains and Losses 16. Recapture of section 179 deduction for partners/S corporation shareholders from property dispositions by partnerships and and S corporations (see Instructions).........................[ ]17. Add lines 10 - 16 in col. (g)and(h).:│ │ 18. Combine columns (g)and(h) of line 17. Enter gain or (loss)....[ ] a For all except individual returns: Enter gain or (loss), from line 18, on the return being filed. b For individual returns: (1) If the loss on line 11 includes a loss from Form 4684, Sec. B, Part 2, col. (b)(2), enter that part of the loss here and on line 21 of Sch. A(Form 1040). Identify as from 'Form 4797, line 18b(1)'..........................[ ] (2) Redetermine gain/(loss) on line 18, excl. loss (if any) on line 18b(1). Enter here and on Form 1040, line 15...[ ] ──────────────────────────────────────────────────────────────────────────────── FORM 4797 - Sales of Business Property (Page 2) Part 3 - Gain From Disposition of Property Under Sections 1245,1250,1252,1254, and 1255. (Skip section 1252 on line 27 and in the Insructions if you did not dispose of farmland or if you are a partnership.) 19.................................:│ Property Description Date Date │ Acquired Sold A.:│ │ │ B.:│ │ │ C.:│ │ │ D.:│ │ │ Relate line 19A - 19D to these columns Property Property Property Property A B C D ════════════════════════════════════════════════════════════════════════════════20. Gross sales price......:│ │ │ │ 21. Cost/other basis.......:│ │ │ │ 22. Depreciation allowed...:│ │ │ │ 23. Adjusted basis, subtract│ │ │ │ line 22 from line 21...:│ │ │ │ ──────────────────────────────────────────────────────────────────────────────── FORM 4797 - Sales of Business Property (Page 2) Part 3 - Gain From Disposition of Property 24. Total gain, subtract │ line 24 from line 20...:│ │ │ │ ────────────────────────────────────────────────────────────────────────────────25. Section 1245 property..:│ a. Depreciation allowed:│ │ │ │ b. Enter the smaller of │ line 24 or 25a......:│ │ │ │ ────────────────────────────────────────────────────────────────────────────────26. Section 1250 property..:│ If straight line deprec.│ was used, enter zero on │ line 26g, unless corp. │ subject to sect. 291. │ a. Additional Deprec. │ after 12/31/75......:│ │ │ │ ──────────────────────────────────────────────────────────────────────────────── FORM 4797 - Sales of Business Property (Page 2) Part 3 - Gain From Disposition of Property b. Applicable % times │ the smaller of ln24 │ or ln26(Instruction).│ │ │ │ c. Subtract ln26a from │ │ │ │ ln24. If ln24 is not │ │ │ │ more than ln26a, skip│ │ │ │ lns 26d and 26e.....:│ │ │ │ d. Additional Deprec. │ │ │ │ after 12/31/69 and │ │ │ │ before 1/1/76.......:│ │ │ │ e. Applicable % times │ │ │ │ the smaller of ln26c │ │ │ │ or 26d(Instruction).:│ │ │ │ f. Sec. 291 amount.....:│ │ │ │ g. Add lns 26b,26e,26f.:│ │ │ │ ──────────────────────────────────────────────────────────────────────────────── ──────────────────────────────────────────────────────────────────────────────── FORM 4835 - Farm Rental Income and Expenses If you filed Form 943, enter employer identification number here.....: A. Did you elect in a prior year to include Commodity Credit.........: Corporation (CCC) loan proceeds as income in that year............: Yes No B. Did you actively participate in operation of farm during tax year.: Yes No C. Do/Did you elect to currently deduct certain preproductive period.: expenses? (Instructions)..................: Does not apply......: Yes No ════════════════════════════════════════════════════════════════════════════════Part 1 - Gross Farm Rental Income-Based on Production (Include amount converted to cash or the equivalent.) 1 Income from production, livestock/produce/grains/other crops..: 2a Total distributions from coop (Form 1099-PATR)...: b Less: Nonincome items(taxable amount)............: 3a Total agric. program pmnts.: 3b Taxable amount....: 4a (STMBNN or BLANK)***: CCC Loans Amount (Instruction)....: b CCC loans forfeited........: 4c. Taxable amount...: 5a Crop ins. proceeds (1988)..: 5b. Taxable amount...: c Election to defer to 1989..: 5d. Amount deferred from 1988...: 6 Other income, inc. Fed. and state gas/fuel tax cr./refund......: 7 Gross farm rents. Add amounts in right col. lines 1-7..........: ──────────────────────────────────────────────────────────────────────────────── FORM 4835 - Farm Rental Income and Expenses ════════════════════════════════════════════════════════════════════════════════Part 2 - Deductions-Farm Rental Property (Do not inc. personal/living exp.) 8 Breeding fees..........: │26 Purch. supplies.....: 9 Chemicals..............: │27 Taxes...............: 10 Consrvation exp(attch.): │28 Utilities...........: 11 Custom Hre(Mach. work).: │29 Veterinary fees/med.: 12 Dprec/Sec.179 exp. ddc.: │30 Other exp.(specify).: 13 Empl. bnft. prog. excpt: │ Description/Amount..: ln22 (see Sch. F inst).: │ a: 14 Feed purchased.........: │ a: 15 Fertilizers and lime...: │ b: 16 Freight, trucking......: │ b: 17 Gasoline, fuel, oil....: │ c: 18 Insurance..............: │ c: 19a Mortgage/interest paid.: │ d: STMBNN or BLANK.: │ d: b Other interest.........: │ e: 20 Labor hred (see Sch. F): │ e: 21 Pen/Pro-Sh Plans.......: │ ──────────────────────────────────────────────────────────────────────────────── FORM 4835 - Farm Rental Income and Expenses Part 2 - Deductions-Farm Rental Property 22a Rnt/lease ddc.-mach....: │ f: and equipment..........: │ f: b Rnt/lease ddc.-farm....: │ g: pasture/animals........: │ g: 23 Repairs/maintenance....: │ h: 24 Purch. seeds/plants.: │ h: 25 Storage/warehousing.: │ i: │ i: ─────────────────────────────────────────┴──────────────────────────────────────31 Total Deductions...............................................: ────────────────────────────────────────────────────────────────────────────────32 PAL INDICATOR...: 32 Net farm rental profit.(loss).........: 33 If line 32 is a loss, you MUST check the box describing invest.: in this activity (see Sch. F instructions)...........a: All is at risk. b: Some is not at risk. You MUST complete F8582 to determine ddc loss! If 33b checked, you MUST comp. F6198 before going to F8582 Enter allowable loss from F8582 here and Sch.E, Part 1, ln28....: ──────────────────────────────────────────────────────────────────────────────── FORM 5329 - Return for Individual Retirement Arrangement and Qualified Retirement Plans Taxes (Page 1) Individual subject to penalty: SS#: Address(number and street): City or town ST ZIP code , Check here if this is amended return.....: ════════════════════════════════════════════════════════════════════════════════Part 1 - Excess Contributions for Individual Retirement Arrangements (Sec4973) Complete Part 1 if, this year/earlier years IRA conbtribution was/is more than allowable as deduction and you have excess, subject to tax.────────────────────────────────────────────────────────────────────────────────1. Excess contr. 1989 (Instr.). DON'T inc. on F1040,ln25a/b......: 2. Earlier year excess contr. not previously eliminated (Instr.).: 3. Contribution credit.(If max allow. ddc. for 1989 is more than.: actual contr., see Instr. for line 3; otherwise enter zero....: ──────────────────────────────────────────────────────────────────────────────── FORM 5329 - Return for Individual Retirement Arrangement and Qualified Retirement Plans Taxes (Page 1) Part 1 - Excess Contributions for Individual Retirement Arrangement (Sec4973) 4a. 1989 distr. from IRA acct. that are incl. in taxable income...: b. 1988 excess contr. wthdrwn after due date (incl. ext.) of your: 1988 return, 1987, and earlier excess contr. wthdrwn in 1989..: c. Add lines 3 plus 4a plus 4b...................................: 5. Adj. earlier yr. excess contr.(ln4c - ln2.)(not below zero)...: 6. Total excess contributions (add lines 1 and 5)................: 7. Excess Contributions Tax on IRA(6% of ln6 <OR> IRA value on...: last of 1989, whichever is smaller)(Enter on F1040,ln52)......: ════════════════════════════════════════════════════════════════════════════════Part 2 - Tax on Early Distributions (Section 72) Complete Part 2 if distribution was made from IRA, other qualified retirement plans and annuity contracts before you reached age 59 1/2. Also enter, amount of distribution appropriately on Form 1040. ──────────────────────────────────────────────────────────────────────────────── ──────────────────────────────────────────────────────────────────────────────── FORM 5329 - Return for Individual Retirement Arrangement and Qualified Retirement Plans Taxes (Page 1) Part 2 - Tax on Early Distributions (Section 72) 8. Early distributions from......................................: a. IRA/Retirement............................................a: b. Annuity contracts.........................................b: c. Modified Endowment Contracts..............................c: d. Prohibited Transactions...................................d: e. Account pledged as security...............................e: f. Distributions/Collectibles from Investments...............f: g. Total early distributions.................................g: ────────────────────────────────────────────────────────────────────────────────9. Amount Excluded...............................................: a. Due to death..............................................a: b. Due to disability.........................................b: c. Due to Service Sep./Age 55................................c: d. Used to pay med. expenses.................................d: e. Part of series of sub. equal payments.....................e: ──────────────────────────────────────────────────────────────────────────────── FORM 5329 - Return for Individual Retirement Arrangement and Qualified Retirement Plans Taxes (Page 1) Part 2 - Tax on Early Distributions (Section 72) 9. Amount Excluded................................................: f. Employee stock ownership plans............................f: g. Qualified domestic relations order Amount Excluded Name: 9h. Amount excl./other.......: 9i. Total amount excl. from additional tax........................: ────────────────────────────────────────────────────────────────────────────────10. Amount subject to additional tax..............................: 11. Total Section 72 Tax on Early Distributions...................: ──────────────────────────────────────────────────────────────────────────────── FORM 5329 - Return for Individual Retirement Arrangement and Qualified Retirement Plans Taxes (Page 2) Part 3 - Tax on Excess Accumulation in Individual Retirement Plans (Sec 4974) 12. Minimum required distribution.................................: 13. Amount actually distributed to you............................: 14. Excess accum.(ln12 - ln13)(If ln13 greater ln12, enter zero)..: 15. WAIVER.....................: Waiver Exp. STMBNN/BLANK........: Tax due. Enter here and on F1040, ln52........................: ════════════════════════════════════════════════════════════════════════════════Part 4 - Excess Distributions From Qualified Retirement Plans (Sec 4981A) Line 16 through 19c are for regular distributions ONLY 16. Aggregate amount of regular retirement distributions.........: 17a. Applicable threshold amount (Instructions).....a: b. 1989 recovery of grandfather amnt (Worksht)....b: c. Enter the greater of ln17a or 17b...........................c: 18. Excess distributions (ln16 - ln17c)..........................: 19a. Tentative Tax (multiply ln18 by 15%(.15))....................: b. Section 72(t) tax offset (Instructions)......................: c. Tax due(ln19a - ln19b). Enter here and F1040, ln52...........: ──────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────── FORM 5329 - Return for Individual Retirement Arrangement and Qualified Retirement Plans Taxes (Page 2) Part 4 - Excess Distributions From Qualified Retirement Plans (Sec 4981A) Line 20 through 23c are for lump-sum distributions ONLY 20. Enter the aggregate amount of lump-sum distributions.........: 21a. Applicable threshold amount (Instructions)...................: b. 1989 recovery of grandfather amount (Wrksht).................: c. Enter greater of ln21a or 21b................................: 22. Excess distributions (ln20 - ln21c)..........................: 23a. Tentative tax (multiply ln22 by 15%(.15))....................: b. Section 72(t) tax offsett (Instructions).....................: c. Tax due.(ln23a - ln23b). Enter here and F1040, ln52..........: ════════════════════════════════════════════════════════════════════════════════Other Information ────────────────────────────────────────────────────────────────────────────────1. Check here > if you are electing discretionary method and wish to make an acceleration election under Regulations section 54.4981A-1T b-12. 2. Check here > if you made 1988 acceleration election and wish to revoke it. ════════════════════════════════════════════════════════════════════════════════──────────────────────────────────────────────────────────────────────────────── FORM 6198 - Computation of Deductible Loss From an Activity Described in Section 465(c) Description of Activity: Part 1 - Current Year Profit(Loss) From the Activity, Including Prior Year Nondeductible Amount. See instructions.(Enter losses in parentheses.)1. Profit/(loss) from the activity (Instructions)................: 2. Gain/(loss) from sale other disp. of assets used in activity..: (or interests in activity) that you will report initially on..: a. Schedule D.................................................: b. Form 4797..................................................: Other gain/loss Type(STMBNN): Total other gain/loss....: c. Total other gain/loss......................................: 3. Other incme, gains/(losses) from activity from Sch K-1, F1065/: F1120S, whichever applies, not incl. in lns 1,2a,2b,and 2c....: 4. Other ddc. from activity, incl. invstmt. intrst exp. not used.: in figuring amnts on lns 1,2a,2b,2c and 3.....................: 5. Crrnt year profit/(loss). Cmbn lns 1,2a,2b,2c,3 and 4(Instr.).: ════════════════════════════════════════════════════════════════════════════════──────────────────────────────────────────────────────────────────────────────── FORM 6198 - Computation of Deductible Loss From an Activity Described in Section 465(c) Part 2 - Simplified Computation of Amount At Risk (Instructions) 6. Adjusted basis (sec 1011) in activity/intr. in activity on the: first day of tax year. Do not enter less than zero............: 7. Increases for the tax year....................................: 8. Add lines 6 and 7.............................................: 9. Decreases for the tax year....................................: 10. Amount at risk. (ln8-ln9), enter here > . Also enter the result in the entry space for ln10. However, if result is less than zero, enter zero in entry space for ln10 and see Publication 925 for info. on recapture rules. NOTE: You may want to use Part 3 to see which comp. (Part 2 or 3) gives you the larger amnt at risk. Enter larger amnt (not less than zero) on ln20, Part 4...............................................: ════════════════════════════════════════════════════════════════════════════════NOTE: If the loss is from passive activity, gen F8582, Passive Activity Loss Limitation, or F8810, Corporate Passive Activity Loss and Credit Limitations, to see if loss is allowed under passive activity rules. ──────────────────────────────────────────────────────────────────────────────── FORM 6198 - Computation of Deductible Loss From an Activity Described in Section 465(c) Part 3 - Detailed Computation of Amount At Risk If you completed Part 3 of F6198 for 1988, see Instructions. 11. Investment in activity/intr. in activity on first day of year.: 12. Increases at effective date...................................: 13. Add lines 11 and 12...........................................: 14. Decreases at effective date...................................: 15. Amount at risk (check box that applies): a.[ ]At effective date.(ln13-ln14).....░ b.[ ]From 1988 F6198, ln19.............░ .....................: 16. Increases sicne (check box that applies): a.[ ]Effective date.......░ b.[ ]End of 1988 tax year.░ ..................................: 17. Add lines 15 and 16...........................................: 18. Decreases since (check box that applies): a.[ ]Effective date.......░ b.[ ]End of 1988 tax year.░ ..................................: ──────────────────────────────────────────────────────────────────────────────── FORM 6198 - Computation of Deductible Loss From an Activity Described in Section 465(c) Part 3 - Detailed Computation of Amount At Risk 19. Amount at risk, (ln17-ln18), enter here > . Also enter result on ln19. If less than zero, enter zero and see Publication 925 for info. on recapture rules. Enter on ln20 if not using amount from Part 2..................................: ════════════════════════════════════════════════════════════════════════════════Part 4 - Deductible Loss 20. Amount at risk, larger of ln10/ln19. Not less than zero.......: 21. Deductible loss. Enter smaller of loss on ln5/amnt on ln20....: See instruction for where to report any deductible loss and any carryover NOTE: If this loss is from a passive activity, get F8582, Passive Acitivity Loss Limitations, or F8810, Corporate Passive Activity Loss and Credit Limitations, to see if loss is allowed under the passive activity rules. If part of loss is subject to passive activity loss rules and part of it is not, allocate loss and take ratable portion attributable to passive activity loss rules to F8582 or F8810, whichever applies. ──────────────────────────────────────────────────────────────────────────────── FORM 6251 - Alternative Minimum Tax--Individuals 1. Taxable income from F1040. ln37(can be less than zero)........: 2. Net operating loss deduction.(Do Not enter a neg. amount).....: 3. Add lines 1 and 2.............................................: 4. Adjustments:(See line-by-line instructions)...................: a. Standard deduction from F1040, ln34..............: b. Personal exemption amount from F1040, ln36.......: c. Medical and dental expense.......................: d. Misc. itemized deductions from Sch.A, ln24.......: e. Taxes from Sch.A, ln8............................: f. Refund of taxes..................................: g. Interest from Sch.A, ln12b.......................: h. Other interest adjustments.......................: i. Total personal adjustment(comb. lns4a-4h)........: j. Depreciation of prop. placed in serv. after 1986.: k. Circulation, Research, Experimental Expense......: l. Mining explor./develop. costs paid/incurred......: m. Long-term contracts entered after #/##/##........: n. Pollution control facilities in serv. after 1986.: ──────────────────────────────────────────────────────────────────────────────── FORM 6251 - Alternative Minimum Tax--Individuals 4. Adjustments: o. Installment sales of certain property............: p. Adjustes gain or loss............................: q. Certain loss limitations.........................: r. Tax shelter farm loss............................: s. Passive activity loss............................: t. Beneficiaries of estates and trusts..............: u. Total adjustments (comb. lns4j-4t)............................: 5. Tax preference items:(See line-by-line instructions)...........: a. Appreciated property cahritable deduction........: b. Tax-exempt intrst. from priv. activity bonds.....: c. Depletion........................................: d. Add lines 5a through 5c..........................: e. Accel. depr. of real prop. in serv. before 1988..: f. Accel. depr. of leased pers. prop. before 1988...: g. Amort. of cert. poll. cntrl fac. serv. prior 1988: h. Intangible drilling..............................: i. Total tax preference items....................................: ──────────────────────────────────────────────────────────────────────────────── FORM 6251 - Alternative Minimum Tax--Individuals 6. Combine lines 3, 4i, 4u, 5d, and 5i...........................: 7. Alternative tax net oper. loss ddc. (Not more than 90% of ln6): 8. Alternative min. taxable incme. (ln6-ln7).....................: 9. Enter $40,000($20,000-marr. filing sep;$30,000-single/h.o.h.).: 10. Enter $150,000($75,000-marr. filng sep;$112,500-single/h.o.h.): 11. Sub.(ln8-ln10). If -0-/less, enter -0- here and ln12 and go to: ln13. If this line is more than -0-, go to ln12...............: 13. Multiply ln11 by 24%(.25).....................................: 14. Sub.(ln8-ln13). If -0-/less, enter -0- here and ln19. If this.: line is more than 090, go to ln15.............................: 15. Multiply ln14 by 21%(.21).....................................: 16. Alternative min. tax foreign tax cr.(Instructions)............: 17. Tentative min. tax(ln15-ln16).................................: 18. Reg. tax befr crdts.(F1040,ln38) - for. tax cr. (F1040,ln43)..: 19. Alternative Minimum Tax(ln17-ln18).Enter on F1040,ln49........: ──────────────────────────────────────────────────────────────────────────────── FORM 6252 - Installment Sale Income A. Description of the property: B. Date acquired: C. Date sold: D. Was the property sold to a related party after May 14, 1980?....:│Yes│ │No│ │E. If answer to D is 'Yes,' was proprty a marketable security?.....:│Yes│ │No│ │ If you checked 'Yes' to question E, complete Part 3. If you checked 'No' to question E, complete Part 3 for year of sale and for 2 years after the year of sale. ════════════════════════════════════════════════════════════════════════════════Part 1 - Figure the Gross Profit and Contract Price(year of sale only.) 1. Selling price incl. mortg., other debt.(Not st/unst. intr.)...: 2. Mortg/other debt buyer assumd/took sbjct to, but.: not new mortg. the byr. got from bank/othr srce..: 3. Subtract lne 2 from lne 1........................: 4. Cost or other basis or prop......................: 5. Depreciation allowed.............................: 6. Adjusted basis(ln4-ln5)..........................: 7. Commissions and other exp. of sale...............: ──────────────────────────────────────────────────────────────────────────────── FORM 6252 - Installment Sale Income Part 1 - Figure the Gross Profit and Contract Price 8. Income recap. from F4797, Part 3(Instructions)...: 9. Add lines 6, 7 and 8..........................................: 10. Subtract lne9 from lne1. If zero/less, STOP!..................: 11. If prop. was main home, enter total of lns 9and15 from F2119..: 12. Gross profit(ln10-ln11).......................................: 13. Subtract lne9 from lne12. If zero/less, enter zero............: 14. Contract price(add lns3 and 13)...............................: ────────────────────────────────────────────────────────────────────────────────Part 2 - Figure the Taxable Part of Installment Sale 15. Gross profit %.(Div. ln12 by ln14)......................: 16. For yr. of sale only--enter amnt ln13; othrwise, enter zero...: 17. Paymnts received during yr.(Instructions).....................: 18. Add lines 16 and 17...........................................: 19. pymnts recvd prior year.(Instructions)........................: 20. Multiply ln18 by ln15(taxble part of instll. sale)............: 21. Part of ln20 that is ordinary incme under recap. rules........: 22. Sub. ln21 from ln20. Enter here and on Sch.D/F4797............: ════════════════════════════════════════════════════════════════════════════════──────────────────────────────────────────────────────────────────────────────── FORM 6252 - Installment Sale Income ────────────────────────────────────────────────────────────────────────────────Part 3 - Figure the Taxable Part of Related Party Installment Sale F. Name, address, and taxpayer id num.: G. Did related party, during this year, resell/dispose of prop?....:│Yes│ │No│ │H. If the answer to question G is 'Yes,' complete lines 23 - 30 below unless one of the following conditions is met(check only the box that applies). [ ] The first disposition was a sale/exchange of stock to issuing corp. [ ] The second disp. was an invol. conversion where the threat of conv. occrrd after the first disposition. [ ] The second disp. occrrd after the death of the original seller/buyer. [ ] It can be established to the satisfaction of the IRS that tax aviodance was not a principal purpose for either of the disp.(Attch explanation). H. NO ENTRY ...........................................................: ──────────────────────────────────────────────────────────────────────────────── ──────────────────────────────────────────────────────────────────────────────── FORM 6252 - Installment Sale Income Part 3 - Figure the Taxable Part of Related Party Installment Sale 23. Selling price of property sold by related party...............: 24. Enter contract price from ln14 for yr of first sale...........: 25. Enter the smaller of lne23 or lne24...........................: 26. Total pymnts recvd by end of 1989 tax yr.(Add lns 18 and 19)..: 27. Sub. lne26 from lne25. If lne26 is more than lne25, enter zero: 28. Multiply lne27 by gross profit % on lne15 for yr of first sale: 29. Part of lne28 that is ordinary incme under recap. rules(Instr): 30. Sub. lne29 from lne28. Enter here and on Sch.D/F4797..........: ════════════════════════════════════════════════════════════════════════════════ ──────────────────────────────────────────────────────────────────────────────── FORM 8283 - Noncash Charitable Contributions (Page 1) NOTE: Compute the amount of your contibution before completing F8283. ────────────────────────────────────────────────────────────────────────────────Section A - Include in Sec.A items (or groups of similar items) for which you claimed deduction of $5,000/less per item/group and certain publicly traded securities(Instructions). ────────────────────────────────────────────────────────────────────────────────Part 1 - Information on Donated Property ────────────────────────────────────────────────────────────────────────────────1. (a) Name/address of donee: (b) Description of property: ───────┬─────────────────────────────╥────────────────────────────────────────── A:│ ║ A:│ :│ ╟──────────────────────────────── B:│ ║ B:│ :│ ╟──────────────────────────────── C:│ ║ C:│ :│ ╟──────────────────────────────── D:│ ║ D:│ :│ ║ ───────┴─────────────────────────────╨────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────── FORM 8283 - Noncash Charitable Contributions (Page 1) Section A - Part 1 - Information on Donated Property ────────────────────────────────────────────────────────────────────────────────1.:(a) Name/address of donee: (b) Description of property: ───────┬─────────────────────────────╥────────────────────────────────────────── E:│ ║ E:│ :│ ║ ───────┴─────────────────────────────╨──────────────────────────────────────────NOTE: Col. (d),(e),and(f) do not have to be completed if amount claimed as deduction for item is $500 or less. ──────────────────────────────────────────────────────────────────────────────── Date of Date How Cost or Fair Market Determination meth. contr. Acquired Acquired Basis Value of Fair Market Val. 1.....:(c): (d): (e): (f): (g): (h): ───┬───────┬─────┬────────────┬─────────────┬─────────────┬────────────────────┐ A:│ │ │ │ │ │ B:│ │ │ │ │ │ C:│ │ │ │ │ │ D:│ │ │ │ │ │ E:│ │ │ │ │ │ ──────────────────────────────────────────────────────────────────────────────── FORM 8283 - Noncash Charitable Contributions (Page 1) ════════════════════════════════════════════════════════════════════════════════Part 2 - Other Information--Compl. ques.2 if you gave less than entire intr. Compl. ques.3 if restrictions attch. to contr. ────────────────────────────────────────────────────────────────────────────────2. If less than entire interest in property is contributed during year, cont.: (a) Enter letter from Part 1 which identifies property . (b) Total amnt claimed as ddc. for prop. in Part 1 for this yr..: for any prior tax year(s)...................................: (c) Name/address of org. to which any contr. was made in prior year(complete only if diff. from the donee org. above.: Charitable organization (donee) Number and street City, State, Zip (d) Place where any tangible prop. located/kept...: (e) Name, other than donee org., having poss......: ──────────────────────────────────────────────────────────────────────────────── FORM 8283 - Noncash Charitable Contributions (Page 1) Part 2 - Other Information 3. If conditions were attach. to contr. listed in Part 1, continue: Yes │ No (a) Is there restric.(temp./perm.) on donee's right to use/dispose:╒════════╕ of donated property?..........................................:│ │ │ (b) Did you give anyone(other than donee org./another org. partic.:│▓▓▓▓│▓▓▓│ with donee org. in coop. fundrsng)rights to incme from donated:│▓▓▓▓│▓▓▓│ prop./to poss. of prop., inclding. right to vote donated sec.,:│▓▓▓▓│▓▓▓│ to acqure prop. by purch./othrwse,/or to designate person :│▓▓▓▓│▓▓▓│ having such income, possession, or right to acquire?..........:│ │ │ (c) Is there a restriction limiting donated prop. for part. use?..:│ │ │══════════════════════════════════════════════════════════════════════╧════╧═══╛ ──────────────────────────────────────────────────────────────────────────────── FORM 8283 - Noncash Charitable Contributions (Page 2) ────────────────────────────────────────────────────────────────────────────────Section B - Appraisal Summary--Include in Sec.B only items/groups of items which you claimed a deduction of more than $5,000 per item/group. ────────────────────────────────────────────────────────────────────────────────Part 1 - Donee Acknowledgment (To be completed by charitable organization.) ────────────────────────────────────────────────────────────────────────────────1. This charitable organization acknowledges that it is a qualified organiza- tion under section 170(c) and that it received donated property as described in Part 2 on (Date): . Furthermore, this organization affirms that in the event it sells, exchanges, or otherwise disposes of property(or any por- tion thereof) within two years after the date of receipt, it will file an information return(F8282, Donee Information Return) with the IRS and furnish the donor a copy of that return. This acknowledgment does not represent con- currence in the claimed fair market value. ───────────────────────────────────────┬──────────────────────────────────────── Charitable org.(donee) name: │ Employer ID: │ Number and street: │ City, state, and zip: │ ──────────────────────────────────────────────────────────────────────────────── FORM 8283 - Noncash Charitable Contributions (Page 2) Part 2 - Information on Donated Property(completed by taxpayer/appraiser.) ────────────────────────────────────────────────────────────────────────────────2. Check type of property: │Art*(contr.$20,000/more) │Real Estate │Gems/Jewelry │Stamp Collections │Art*(contr.$20,000/less) │Coin Collections │Books │Other *Art includes paintings,sculptures,watercolors,prints,drawings,ceramics,antique furn.,decoratirve arts,textiles,carpets,silver,rare manuscripts,historcal mem., and other similar objects. NOTE: If you donated art after Dec.31,1988, and totalart contr. deduction was $20,000/more, attach complete copy of signed appraisal and include an 8x10in. color photo(or transparency, not smaller than 4x5in.) ───────────────────────────┬───────────────────────────────────┬──────────────── Descrip. of donated prop. │If tang. prop., give brief summ. of│Fair market valu │overall phys. cond. at time of gift│ Appraisal 3........:(a): │ (b): │ (c): ───────────────────────────┼───────────────────────────────────┼────────────────A: │ │...: B: │ │...: C: │ │...: D: │ │...: ──────────────────────────────────────────────────────────────────────────────── FORM 8283 - Noncash Charitable Contributions (Page 2) Part 2 - Information on Donated Property ┌──────────────────────────────┐ │ See Instructions │─────────┬────────┬──────────────┬──────────────┼──────────────┬───────────────┤ Date │ How │ Donor's cost/│Bargain sales │Amount claimed│Average trading│acquired │acquired│ adjstd basis │ after #/#/##,│ as deduction│ price of sec.│3.:(d): │ (e): │ (f): │ (g): │ (h): │ (i): │───────┬─┼────────┼──────────────┼──────────────┼──────────────┼───────────────┤A.: │: : │: │: │ : B.: │: : │: │: │ : C.: │: : │: │: │ : D.: │: : │: │: │ : ═══════╧═════════════════════════╧══════════════╧══════════════╧═══════════════╛Part 3 - Taxpayer (Donor) Statement--List any item incl. in Sect.B, Part 2, that is(are) sep. identified in the appraisal with a value of $500/less. ────────────────────────────────────────────────────────────────────────────────I declare that the following item(s) included in Part 2 above has(have) to the best of my knowledge and belief an appraised value of not more than $500(per item).(Enter identifying letter from Part 2 and describe specific item)...: ──────────────────────────────────────────────────────────────────────────────── FORM 8283 - Noncash Charitable Contributions (Page 2) ────────────────────────────────────────────────────────────────────────────────Part 4 - Certification of Appraiser(To be completed by apprsr of above prop.) ════════════════════════════════════════════════════════════════════════════════I declare that I am not the donor,donee,or party to the transaction in which donor acquired property,employed by,married to,or related to any of the fore- going persons,or an appraiser regularly used by any foregoing persons and who does not perform a majority of appraisals during taxable year for other persons. Also, I declare that I hold myself out to the public as an appraiser or perform appraisals on a regular basis;and that because of my qualifications described in the appraisal,I am qualified to make appraisals of the type of property beingvalued. I certify the appraisal fees were not based upon a percentage of the property value. Furthermore, I understand that a false or fraudulent overstate- ment of property value as described in qualified appraisal or this appraisal summary may subject me to civil penalty under section 670(a)(aiding and abettingthe understatement of tax liability). I affirm that I have not been barred from presenting evidence or testimony by the Director of Practice. ════════════════════════════════════════════════════════════════════════════════──────────────────────────────────────────────────────────────────────────────── FORM 8582 - Passive Activity Loss Limitations (Page 1) Part 1 - Computation sof 1988 Passive Activity Loss Caution: See instructions for Worksheet 1 before completing Part 1. ────────────────────────────────────────────────────────────────────────────────Rental Real Estate Active Particiption(Instructions:Rental Activity) Activities acquired before 10-23-86(Pre-enactment):▓▓▓▓▓▓▓▓▓▓▓▓ 1a. Rental real estate net income....................a: b. Net loss.........................................b: c. Total net income/loss............................c: Activities acquired after 10-22-86(Post-enactment):▓▓▓▓▓▓▓▓▓▓▓▓ d. Rental real estate net income....................d: e. Net loss.........................................e: f. Total net income/loss............................f: g. Net income/(loss). Combine lines 1c and 1f...................g: h. Unallowed prior year losses..................................h: i. Combine lines 1g and 1h......................................i: ────────────────────────────────────────────────────────────────────────────────All Other Passive Activities(Instructions for lines 2a through 2h.) Activities acquired before 10-23-86(Pre-enactment):▓▓▓▓▓▓▓▓▓▓▓▓ 2a. Other net income.................................a: ──────────────────────────────────────────────────────────────────────────────── FORM 8582 - Passive Activity Loss Limitations (Page 3) Worksheet 4 Name of activity:(1): Form/Sch. reported on..:(1): (2): (2): (3): (3): (4): (4): (5): (5): ──────────────────────────────────────────────────────────────────────────────── Loss Ratio Unallwd Loss (a): (b): (c): ──────────────────────────────────────────────────────────────────────────────── (1): : : (2): : : (3): : : (4): : : (5): : : ────────────────────────────────────────────────────────────────────────────────Total Loss..................................: Total Unallowed Loss...............................................: ──────────────────────────────────────────────────────────────────────────────── FORM 8582 - Passive Activity Loss Limitations (Page 3) Worksheet - 5 Name of activity:(1): Form/Sch. reported on..:(1): (2): (2): (3): (3): (4): (4): (5): (5): ──────────────────────────────────────────────────────────────────────────────── Loss Unllwd Loss Allowed Loss (a): (b): (c): ──────────────────────────────────────────────────────────────────────────────── (1): : : (2): : : (3): : : (4): : : (5): : : ────────────────────────────────────────────────────────────────────────────────Total Loss.............................: Total Unallowed Loss.................................: Total Allowable Loss...............................................: ──────────────────────────────────────────────────────────────────────────────── FORM 8582 - Passive Activity Loss Limitations (Page 3) Worksheet 6 Name of activity: ────────────────────────────────────────────────────────────────────────────────Form/Schedule Name:(1): a)Net loss/income(1): / (2): (2): / (3): (3): / ────────────────────────────────────────────────────────────────────────────────b)Net loss minus net income...........(1): c)Ratio.........(1): (2): (2): (3): (3): ────────────────────────────────────────────────────────────────────────────────Total Net loss - net income..............: Unalwd loss Allowed loss (d): (e): : : : : : : ────────────────────────────────────────────────────────────────────────────────Total Unallowed Loss..................................: Total Allowed Loss.................................................: ──────────────────────────────────────────────────────────────────────────────── FORM 8582 - Passive Activity Loss Limitations (Page 1) Part 1 - Computation of 1988 Passive Activity Loss Activities acquired before 10-23-86(Pre-enactment):▓▓▓▓▓▓▓▓▓▓▓▓ b. Other net loss...................................b: c. Total other net income/loss......................c: Activities acquired after 10-22-86(Post-enactment):▓▓▓▓▓▓▓▓▓▓▓▓ d. Other net income.................................d: e. Other net loss...................................e: f. Other net income/loss............................f: g. Total other net income/loss..................................g: h. Other unallowed prior year losses............................h: i. Combine lines 2g and 2h......................................i: ────────────────────────────────────────────────────────────────────────────────3. Passive Activity Income/Loss...................................: ────────────────────────────────────────────────────────────────────────────────Part 2 - Computation of the Special Allowance for Rental Real Estate With Active Participation NOTE: See Instructions! ────────────────────────────────────────────────────────────────────────────────4. Enter smaller loss on ln1i/3. If ln1i is -0- or net income,enter│▓▓▓▓▓▓▓▓▓▓▓▓ -0- and complete lns5 through 9................................: ──────────────────────────────────────────────────────────────────────────────── FORM 8582 - Passive Activity Loss Limitations (Page 1) Part 2 - Computation of the Special Allowance for Rental Real Estate With Active Participation ────────────────────────────────────────────────────────────────────────────────5. Enter 150,000 or 75,000 or zero................................: 6. Modified adj. grss incme. Not less than zero. If ln6=/>lna5,skip│▓▓▓▓▓▓▓▓▓▓▓▓ ln7,enter -0- on lns 8and9, then go to ln10.Othrws go to ln7...: 7. Line 5 minus line 6............................................: 8. Line 7 times .50 or maximum....................................: 9. Enter smaller of line 4 or 8...................................: ════════════════════════════════════════════════════════════════════════════════Part 3 - Computation of Passive Activity Loss Allowed ────────────────────────────────────────────────────────────────────────────────10. Sum of line 1c and 2c.........................................: 11. Zero or smaller of line 1c or line 8..........................: 12. Line 10 minus line 11.........................................: 13. Line 3 minus line 9...........................................: 14. Smaller of line 12 or line 13.................................: ──────────────────────────────────────────────────────────────────────────────── FORM 8582 - Passive Activity Loss Limitations (Page 1) Part 3 - Computation of Passive Activity Loss Allowed ────────────────────────────────────────────────────────────────────────────────15. Multiply ln14 by 20%(.20).....................................: 16. Enter amount from ln9.........................................: 17. Passive Activity Loss Allowed(ln15+ln16)......................: 18. Total income on lines 1a,1d,2a and 2d.........................: 19. Total losses allowed from all passive activities(ln17+ln18)...: ════════════════════════════════════════════════════════════════════════════════ ──────────────────────────────────────────────────────────────────────────────── FORM 8582 - Passive Activity Loss Limitations (Page 2)-Part 1 Worksheet 1 20. Name of activity:(1): :(2): :(3): :(4): :(5): ──────────────────────────────────────────────────────────────────────────────── Net Net Unallowed Overall Overall Income Loss Loss Gain Loss 20..................(a): (b): (c): (d): (e): ──────────────────────────────────────────────────────────────────────────────── (1): : : : : (2): : : : : (3): : : : : (4): : : : : (5): : : : : ────────────────────────────────────────────────────────────────────────────────Total net incme: Total net loss..............: ──────────────────────────────────────────────────────────────────────────────── FORM 8582 - Passive Activity Loss Limitations (Page 2)-Part 2 20. Name of activity:(1): (2): (3): (4): (5): ──────────────────────────────────────────────────────────────────────────────── Net Net Unallowed Overall Overall Income Loss Loss Gain Loss 20..................(a): (b): (c): (d): (e): ──────────────────────────────────────────────────────────────────────────────── (1): : : : : (2): : : : : (3): : : : : (4): : : : : (5): : : : : ────────────────────────────────────────────────────────────────────────────────Total Net Incme: Total Net Loss..............: Total Unallowed Loss.....................: ──────────────────────────────────────────────────────────────────────────────── FORM 8582 - Passive Activity Loss Limitations (Page 2)-Part 1 Worksheet 2 20. Name of Activity:(1): (2): (3): (4): (5): ──────────────────────────────────────────────────────────────────────────────── Net Net Unallowed Overall Overall Income Loss Loss Gain Loss 20..................(a): (b): (c): (d): (e): ──────────────────────────────────────────────────────────────────────────────── (1): : : : : (2): : : : : (3): : : : : (4): : : : : (5): : : : : ────────────────────────────────────────────────────────────────────────────────Total Net Incme: Total Net Loss..............: ──────────────────────────────────────────────────────────────────────────────── FORM 8582 - Passive Activity Loss Limitations (Page 2)-Part 2 20. Name of Activity:(1): (2): (3): (4): (5): ──────────────────────────────────────────────────────────────────────────────── Net Net Unallowed Overall Overall Income Loss Loss Gain Loss 20..................(a): (b): (c): (d): (e): ──────────────────────────────────────────────────────────────────────────────── (1): : : : : (2): : : : : (3): : : : : (4): : : : : (5): : : : : ────────────────────────────────────────────────────────────────────────────────Total Net Incme: Total Net Loss..............: Total Unallowed Loss.....................: ──────────────────────────────────────────────────────────────────────────────── FORM 8582 - Passive Activity Loss Limitations (Page 2) Worksheet 3 20. Name of Activity:(1): Form/Sch. reported on:(1) (2): (2) (3): (3) (4): (4) (5): (5) ──────────────────────────────────────────────────────────────────────────────── Income and Loss minus Loss Ratio Special Allow. Income 20...............................:(a): (b): (c): (d): ──────────────────────────────────────────────────────────────────────────────── (1): : : : (2): : : : (3): : : : (4): : : : (5): : : : ────────────────────────────────────────────────────────────────────────────────Total Loss...................: Total(c): Total Loss Minus Income............................................: ──────────────────────────────────────────────────────────────────────────────── FORM 8606 - Nondeductible IRA Contributions, IRA Basis, and Nontaxable IRA Distributions Social Security No. of Taxpayer with IRAs............................: ──────────────────────────────────────────────────────────────────────────────── 1. Total value of IRA's..........................................: 2. Nondeductible 1988 IRA contributions..........................: 3. IRA basis for prior years.(line 3 of your 1988 F8606).........: 4. Line 2 plus line 3............................................: 5. IRA contributions/(1/1/90 to 4/16/90).........................: 6. Line 4 minus line 5...........................................: 7. Total 1989 value plus rollovers...............................: 8. Total 1989 IRA distributions..................................: 9. Line 7 plus line 8............................................: 10. Line 6 divided by line 9.............................................: 11. Line 8 times line 10..........................................: 12. Line 6 minus line 11..........................................: 13. Line 5 amount.................................................: 14. Line 12 plus line 13..........................................: ──────────────────────────────────────────────────────────────────────────────── FORM 8808 - Supplemental Medicare Premium (Page 1) Part 1 - Filing Status 1 - ??? 2 - ??? 3 - ??? 4 - ??? 5 - ??? 6 - ??? 1. Filing Status for medicare................................................: ════════════════════════════════════════════════════════════════════════════════Part 2 - Supplemental Medicare Premium ────────────────────────────────────────────────────────────────────────────────7. F1040 adjustment amount.......................................: 8. Medicare eligibility amount...................................: 9. Premium table amount..........................................: 10. F1040 adjustment premium amount...............................: 11. Supplemental Medicare Premium.................................: ════════════════════════════════════════════════════════════════════════════════ ──────────────────────────────────────────────────────────────────────────────── FORM 8808 - Supplemental Medicare Premium (Page 2) Part 3 - Filing Status for Medicare ──────────────────────────────────────────────────────────────────────────────── 1 - ??? 2 - ??? 3 - ??? 4 - ??? 5 - ??? 6 - ??? A. Filing status for medicare................................................: B. Medicare deduction amount......................................: C. Social Security/Railroad retirement benefits...................: ────────────────────────────────────────────────────────────────────────────────12. F1040 Adjustment amount.......................................: 13. Medicare eligibility amount...................................: 14. Amount from government pension table..........................: 15. Elderly or disable credit.....................................: 16. Line 14 minus line 15.........................................: 17. Line 13 minus line 16.........................................: 18. Premium table amount..........................................: 19. F1040 adjustment amount.......................................: 20. Supplemental Medicare Premium.................................: ──────────────────────────────────────────────────────────────────────────────── Form W-2 - Wage And Tax Statement ─────────────────────────────────────────────────────────────────────────────── Control Number..[ ] Employer Name..[ ]Employer ID Number...[ ] Employer's State ID Number.....[ ]Employer's Address..............................[ ]Employer's City/State/Zip.......................[ ] Item 5 - See Instructions Allocated Tips.....................[ ]Statutory Employee.......[ ] Advance EIC Payment................[ ]Deceased.................[ ] Employee's SSN........................[ ]Pension Plan.............[ ] Federal Income Tax withheld........[ ]Legal Rep................[ ] Wages, Tips, Other compensation....[ ]942 Employee.............[ ] Social Security Tax withheld.......[ ]Subtotal.................[ ] Social Security Wages..............[ ]Defered Compensation.....[ ] Social Security Tips...............[ ]VOID.....................[ ] Fringe Benefits (incl. 10)............[ ]Employee's Name[ ] State Income Tax.[ ]Address........[ ] State Wages/Tips.[ ]Cty/ST/ZIP.....[ ] State Name (abbr)..........[ ]Employer's Use.[ ] Local Income Tax.[ ]Non-Standard Indicator..............[ ] Local Wages/Tips.[ ]──────────────────────────────────────────────────────────────────────────────── Form W-2G - Wage And Tax Statement (Gambling) ─────────────────────────────────────────────────────────────────────────────── Payer's Name....[ ] Gross Winnings...[ ]Address.........[ ] Withholding......[ ]City/ST/Zip.....[ ] Type Of Wager...[ ]Payer's Identification Number........[ ] Date Won........[ ] Transaction......................[ ] Race............[ ]Winnings From Identical Wagers....[ ] Cashier.........[ ] Winner's SSN..............................[ ] Winner's Name........[ ] Address..............[ ] City/ST/ZIP..........[ ] Window................................[ ] First ID..............................[ ] Second ID.............................[ ] State/Payer's State ID Number......[ ] State Income Tax Withheld..............[ ] ──────────────────────────────────────────────────────────────────────────────── Form W-2P - Wage And Tax Statement (Pension) ─────────────────────────────────────────────────────────────────────────────── Payer Name...[ ] Payer ID Number.......[ ]Payer Address[ ] Payer State ID ..[ ]City/ST/ZIP..[ ] State Tax withheld.[ ] Name Of State (Abbr).........[ ] Item 5 - See Instructions Tax Amount Not Determined..........[ ] Deceased...........................[ ] Annuity, Pension, etc.....[ ] Legal Rep..........................[ ] Taxable Amount............[ ] Subtotal...........................[ ] Withholding...............[ ] VIOD...............................[ ] Disability Indicator......[ ] Box 13..............[ ] Distribution Code.........[ ] Social Security Number.................[ ] Recipient's Name..[ ] Address...........[ ] City/ST/Zip.......[ ] ──────────────────────────────────────────────────────────────────────────────── PAID PREPARER - DIRECT DEPOSIT ══════════════════════════════════════════════════════════════════════════════ IF NON-PAID PREPARER ENTER 1 OF THE FOLLOWING LITERALS: TC, TCE, TC-X, TCE-X VITA, VITA-T, SELF-HELP, IRS-PREPARED, IRS-REVIEWED, OUTREACH.[ ] ────────────────────────────────────────────────────────────────────────────── NAME OF PAID PREPARER SSN [ ] [ ] SELF EMPLOYED [ ] FIRM'S NAME EIN [ ] [ ] CITY STATE ZIPCODE [ ] [ ] [ ] ───────────────────────────────────────────────────────────────────────────── [I] ROUTING TRANSIT NUMBER.....................................[ ] [II] CUSTOMER'S (CHECKING/SAVINGS) ACCOUNT NUMBER.......[ ] [III] DIRECT DEPOSIT DATA TAKEN FROM: [2]=CHECK, [3]=FORM 1099/OTHER, [ ]=NO DIRECT DEPOSIT..............[ ] [IV] TYPE OF ACCOUNT TO BE DEPOSITED IN: [S]=SAVINGS, [C]=CHECKING, [ ]=NO DIRECT DEPOSIT...................[ ] [V] ACCOUNT IN THE NAME OF: [0]=SELF, [1]=HUSBAND, [2]=WIFE, [3]=JOINT, [ ]=NO DIRECT DEPOSIT..[ ] ──────────────────────────────────────────────────────────────────────────────── Schedule A - Itemized Deductions Medicine/Drugs/Doctors.....[ ] Total Medical/Dental....[ ]Other Type 1 State & Local Taxes.....[ ]Other Amount 1.............[ ] Real Estate Taxes.......[ ]Other Type 2 Other Tax Other Medical Amount 2 ....[ ] Other Taxes Amount......[ ]Total Other Medical........[ ] Total Other Taxes.......[ ]Total 1a Thru 1b...........[ ] Total Taxes.............[ ]7.5 % of AGI...............[ ] Mortgage & Interest.....[ ]Form 1098 Name & Address[ Individual Mortgage Name.[ ]Individual Mortgage Address...........[ ]Indv. Mortgage Interest....[ ] Total Indv Mort Interest...[ ] Total Personal Interest.[ ]Deductible Points..........[ ] 20 % Of Personal Int....[ ]Investment Interest........[ ] Total Interest..........[ ]Cash $3000 or More Organization Name.......[ ]Cash $3000 or More Amount..[ ] Total Cash/Check Contribut.[ ] Total Contributions.....[ ]Total Non-Cash Contribution[ ] Casualty/Theft Loss.....[ ]Carryover Prior Year.......[ ] Moving Expenses.........[ ]──────────────────────────────────────────────────────────────────────────────── Schedule A - Itemized Deductions ─────────────────────────────────────────────────────────────────────────────── Unreimbursed Employee Business Expense Description...[ ]Unremimbursed Expense Amount[ ]Total Unreimbursed Exp..[ ]Other Exp Type 1.[ ] Other Exp Amt 1.[ ]Other Exp Type 2.[ ] Other Exp Amt 2.[ ]Total Other Expenses.......[ ] Total Other 2% Limit....[ ] 2% of AGI.............[ ] Line 22 Minus Line 23.[ ] Other Expenses Type...[ ] Other Expenses Amount.[ ] Total Other Exp Limit.[ ] Total Deductions......[ ] ──────────────────────────────────────────────────────────────────────────────── Schedule B - Interest And Dividend Income Seller Financed Mortgage Name..................[ ] Seller Financed Mortgage Amount................[ ] Total Seller Financed Mortgage Amount..........[ ] I N T E R E S T I N C O M E Payer 1[ ] Amount[ ]Payer 2[ ] Amount[ ]Payer 3[ ] Amount[ ]Payer 4[ ] Amount[ ]Payer 5[ ] Amount[ ]Payer 6[ ] Amount[ ]Payer 7[ ] Amount[ ] Interest Sub-Total.......................................[ ] Nominee Literal......................[ ] Amount[ ]Accrued Interest Literal.............[ ] Amount[ ]Tax-Exempt Literal...................[ ] Amount[ ]OID Adjustment Literal...............[ ] Amount[ ] Taxable Interest Amount..................................[ ]──────────────────────────────────────────────────────────────────────────────── D I V I D E N D I N C O M E Payer 1[ ] Amount[ ]Payer 2[ ] Amount[ ]Payer 3[ ] Amount[ ]Payer 4[ ] Amount[ ]Payer 5[ ] Amount[ ]Payer 6[ ] Amount[ ]Payer 7[ ] Amount[ ]Payer 8[ ] Amount[ ]Payer 9[ ] Amount[ ]Payer10[ ] Amount[ ] Dividend Sub-Total.......................................[ ] Nominee Literal......................[ ] Amount[ ]Total Dividends...........[ ] Capital Gains............[ ] Nontaxable Distribution..................................[ ] Total Nontaxable Dividends...............................[ ] Taxable Dividends........................................[ ]Foreign Account Question..Yes [ ] No [ ] Foreign Country Foreign Trust Question..Yes [ ] No [ ] [ ] ──────────────────────────────────────────────────────────────────────────────── Schedule C # Page 1 - Profit OR Loss From Business Name Of Proprietor.[ ] SSN.......[ ] Principal Business.[ ] Bus. Code.[ ] Business Name..................[ ] Address....[ ] Employer Identification Number.....................................[ ] ─────────────────────────────────────────────────────────────────────────────── Method(s) used to value closing inventory: 'X' to select Closing Inv. Cost Method[ ] Lower Cost/Market.[ ] Other Closing Inv. Method.[ ] Other Method Explanation (Enter Statment Record Number)................[ ] Does Not Apply..........[ ] ─────────────────────────────────────────────────────────────────────────────── Accounting Method: 'X' to select Cash Acctg. Method...[ ] Accrual Acctg. Method.[ ] Other Acctg. Method.[ ] Type Of Other Method...............................[ ] ─────────────────────────────────────────────────────────────────────────────── Was there any change in determining quanties, costs, or valuations between opening and closing inventory? [ ] (Y OR N) Statement Number If YES...[ ] Are you deducting expenses for business use of your home? [ ] (Y or N) Did you materially participate in the operation of this business? [ ] (Y or N) ──────────────────────────────────────────────────────────────────────────────── Schedule C # Page 1 - Profit OR Loss From Business ────────────────────────── P A R T I - I N C O M E ────────────────────────Gross reciepts.......[ ] Cost Of Goods Sold/Operations.[ ]Returns/Allowances...[ ] Gross Profit..................[ ]Line 1 Minus Line 2..[ ] Other Income..................[ ]Gross Income......................................................[ ]───────────────────── P A R T II - D E D U C T I O N S ────────────────────Advertising..........[ ] Office Expense................[ ]Bad Debts............[ ] Pension and Profit Sharing....[ ]Car/Truck Expense....[ ] Rent On Machinery/Equipment...[ ]Commissions..........[ ] Rent On Property..............[ ]Depletion............[ ] Repairs.......................[ ]Depreciation.........[ ] Supplies......................[ ]Employee Benefit Prg.[ ] Taxes.........................[ ]Freight..............[ ] Travel........................[ ]Insurance............[ ] Meals/Entertainment...........[ ]1098 Name/Addr.......[ ] 20% Of Line 25b Or Limit......[ ]Mortgage Interest....[ ] Line 25b Minus Line 25c.......[ ]Other Interest.......[ ] Utilities.....................[ ]Professional Services[ ] Wages Less Job Credit.........[ ]──────────────────────────────────────────────────────────────────────────────── Schedule C # Page 1 - Profit OR Loss From Business ───────────────────── PART II - DEDUCTIONS ─────────────────── Other Expenses (1)..........[ ] Amount(1).[ ]Other Expenses (2)..........[ ] Amount(2).[ ]Other Expenses (3)..........[ ] Amount(3).[ ]Other Expenses (4)..........[ ] Amount(4).[ ]Other Expenses (5)..........[ ] Amount(5).[ ]Other Expenses (6)..........[ ] Amount(6).[ ] Total Other Expenses..............................................[ ] Total Expenses....................................................[ ] Passive Activity Loss Indicator...........................[ ] (PAL or Blank) Net Profit Or Loss................................................[ ] If you have a loss, you MUST indicate what best describes your investment in this activity....................[ ] (A ≡ All at Risk, S ≡ Some is Not At Risk) ──────────────────────────────────────────────────────────────────────────────── Schedule C # Page 2 - Profit OR Loss From Business ─────────────────────────────────────────────────────────────────────────────── Inventory at beginning of year...............................[ ] Purchases less cost of items withdrawn for personal use......[ ] Cost of labor. (Do not include salary paid to yourself) .....[ ] Materials and supplies.......................................[ ] Other Costs..................................................[ ] Total Lines 32 Thru 36.......................................[ ] Less: Inventory at end of year...............................[ ] Cost of goods sold and/or operations.........................[ ] ──────────────────────────────────────────────────────────────────────────────── SCHEDULE D - Capital Gains and Losses (Page 1) Total F1099-B Sales..[ ] F1099-B Explanation of Difference...[ ] Part 1 - Short-Term Capital Gains and Losses--Assetts Held One Year or Less Description of Date Date Sales Cost Gain/ Property Aquired Sold Price Other Basis Loss ────────────────────────────────────────────────────────────────────────────────1. 2. 3. 4. 5. 6. 7. 8. ──────────────────────────────────────────────────────────────────────────────── Amount D-1/Sales..............................[ ] Amount D-1 Loss/Gain..........................[ ] ──────────────────────────────────────────────────────────── Total F1099-B Sales Price Short-Term..........[ ]──────────────────────────────────────────────────────────────────────────────── SCHEDULE D - Capital Gains and Losses (Page 1) ─────────────────────────────────────────────────────────────────────────────── Part 1 - Other Assets Held One Year Or Less Description Of Date Date Sales Cost Gain/ Property Aquired Sold Price Other Basis Loss ────────────────────────────────────────────────────────────────────────────────1. 2. 3. ──────────────────────────────────────────────────────────────────────────────── Residence Short Gain..........................[ ] Installment Sale Gain.........................[ ] Net Short-Term Gain/Loss......................[ ] ──────────────────────────────────────────────────────────── Short-Term Loss Carryover.....................[ ] Total Short-Term Column (f) Losses............[ ] Total Short-Term Column (g) Gains.............[ ] ──────────────────────────────────────────────────────────── Net Short-Term Gain/Loss......................[ ]──────────────────────────────────────────────────────────────────────────────── SCHEDULE D - Capital Gains and Losses (Page 1) ─────────────────────────────────────────────────────────────────────────────── Part 2 - Long-Term Capital Gains and Losses--Assets Held More Than One Year Description Of Date Date Sales Cost Gain/ Property Aquired Sold Price Other Basis Loss ────────────────────────────────────────────────────────────────────────────────1. 2. 3. 4. 5. 6. 7. 8. ──────────────────────────────────────────────────────────────────────────────── Amount D-1/Sales..............................[ ] Amount D-1 Loss/Gain..........................[ ] ──────────────────────────────────────────────────────────── Total F1099-B Sales Price Long-Term...........[ ]──────────────────────────────────────────────────────────────────────────────── SCHEDULE D - Capital Gains and Losses (Page 1) ─────────────────────────────────────────────────────────────────────────────── Part 2 - Other Assets Held One Year or More Description of Date Date Sales Cost Gain/Loss Property Aquired Sold Price Other Basis ────────────────────────────────────────────────────────────────────────────────1.[ ][ ][ ][ ][ ] [ ]2.[ ][ ][ ][ ][ ] [ ]3.[ ][ ][ ][ ][ ] [ ]──────────────────────────────────────────────────────────────────────────────── Residence Long-Term Gain......................[ ] Installment Sales Long-Term Gain..............[ ] Net Long-Term Loss/Gain.......................[ ] Capital Gain Distribution.....................[ ] Capital Gain From Form 4797...................[ ] Long-Term Loss Carryover......................[ ] Total Long-Term Column (f) Losses.............[ ] Total Long-Term Column (g) Gains..............[ ] Net Long-Term Gain/Loss.......................[ ]──────────────────────────────────────────────────────────────────────────────── SCHEDULE D - Capital Gains and Losses (Page 2) Line 8 + Line 17.........[ ] Line 26 + Line 27.........[ ]Smaller of Line 18 or Max[ ] Short-Term Loss Carryover.[ ]Taxable Income or Loss...[ ] Line 17 Loss..............[ ]Loss From Line 19........[ ] Line 8 Gain...............[ ]Form 1040 Line 36 Amount.[ ] Carryover Limit Ln 24 Amt.[ ]Total Lines 20 - 22 .....[ ] Line 8 Loss Amount........[ ]Smaller Of Line 21 or 23.[ ] Line 32 - Line 33 ........[ ]Line 8 Loss Amount.......[ ] Line 31 + Line 34 ........[ ]Line 17 Gain Amount......[ ] Long-Term Loss Carryover..[ ]LIne 24 Amount...........[ ] Election Out Of Installment Method...[ ]Face Amount Of Note......[ ] Valuation Percentage.............[ ]Form 1040 Line 22 .......[ ] Schedule C Batering Income[ ]Schedule D Batering Inc..[ ] Schedule D Batering Income[ ]Schedule F Batering Inc..[ ] Batering Income #1[ ]Amount[ ]Batering Income #2[ ]Amount[ ]Batering Income #3[ ]Amount[ ]Total Other Batering Income........................................[ Non-Taxable Explanation.[ ] Total Batering Income............[ ]──────────────────────────────────────────────────────────────────────────────── SCHEDULE E - Supplemental Income Schedule (Page 1) Part 1 - Rental and Royalty Income or Loss │ Actively Participate Question................ Property Kind ├──────────────────────────────────────────────┐ And Location.... │ Personal Use Question................. Y │ Y ────────────────────┴───────────────────────────────────────┐ E N │ E N Property Kind Property Location │ S O │ S O A │[ ][ ]│ [ ] [ ] B │[ ][ ]│ [ ] [ ] C │[ ][ ]│ [ ] [ ] ────────────────────────────────────────────────────────────┴──────┴────────── Rental and Royalty Income ─────────────────────────────────────────────────────────────────┐ Total Property A Property B Property C │ Received │ Rents Received.......[ ] [ ] [ ]│[ ] │ Royalties Received...[ ] [ ] [ ]│[ ] ──────────────────────────────────────────────────────────────────────────────── Expenses Property A Property B Property C Totals Advertising.............[ ][ ][ ][ ]Auto Travel.............[ ][ ][ ][ ]Cleaning/Maintenance....[ ][ ][ ][ ]Commissions.............[ ][ ][ ][ ]Insurance...............[ ][ ][ ][ ]Legal/Prof. Fees........[ ][ ][ ][ ]Form 1098 Name And Address........................................[ Mortgage Interest.......[ ][ ][ ][ ]Other Interest..........[ ][ ][ ][ ]Repairs.................[ ][ ][ ][ ]Supplies................[ ][ ][ ][ ]Taxes...................[ ][ ][ ][ ]Utilities...............[ ][ ][ ][ ]Wages/Salaries..........[ ][ ][ ][ ]Others (list) 1[ ][ ][ ][ ][ ]2[ ][ ][ ][ ][ ]3[ ][ ][ ][ ][ ]4[ ][ ][ ][ ][ ]──────────────────────────────────────────────────────────────────────────────── Property A Property B Property C Totals Total Expenses Less Dpr.[ ][ ][ ][ ] Depreciation Expense....[ ][ ][ ][ ] Total Expenses..........[ ][ ][ ] Net Rental Income.......[ ][ ][ ] Deductible Rental Loss..[ ][ ][ ] Total Profits.....................................................[ ] Total Losses......................................................[ ] Net Profit/Loss...................................................[ ] Net Farm Rental Profit/Loss.......................................[ ] Total Income or Loss..............................................[ ]──────────────────────────────────────────────────────────────────────────────── SCHEDULE E - Supplemental Income Schedule (Page 2) Part 2 - Income or Loss From Partnerships and S Corporations │(b)│(c)│ (d) │(e)│(f)│ │ P │ F │ │ R │ R │ (a) Name │ S │ G │ E.I.N │ K │ K │ ───────────────────────────────────────────────┼───┼───┼──────────┼───┼───┤ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ Passive Passive Non-Passive Non-Passive Non-Passive Loss Income PYA Loss PYA Deduction Income PYA ────────────────────────────────────────────────────────────────────────────── ──────────────────────────────────────────────────────────────────────────────── SCHEDULE E - Supplemental Income Schedule (Page 2) Part 2 - Income or Loss From Partnerships and S Corporations (Totals) Total Passive Income....[ ] Total Non-Passive Deduction[ ]Total Non-Passive Income[ ] Total Partnership Income...[ ]Total Passive Loss......[ ] Total Partnership Loss.....[ ]Total Non-Passive Loss..[ ] Net Income/Loss............[ ]Part 3 - Income or Loss From Estates and Trusts Employer (a) Name I.D. Num. A B C Passive Passive Non-Passive Non-Passive Loss Income Loss Income A B C Total Passive Income.....[ ] Total Non-Passive Loss....[ ]Total Non-Passive Income.[ ] Total Estate/Trust Income.[ ]Total Passive Loss.......[ ] Total Estate/Trust Loss...[ ]──────────────────────────────────────────────────────────────────────────────── SCHEDULE E - Supplemental Income Schedule (Page 2) Schedule K-1 Payments Literal..............................[ ]Schedule K-1 Payments Amount......................................[ ]Total Estate/Trust Net Income/Loss................................[ ]Part 4 - Income or Loss From Real Estate Mortgage Investment Condults Employer (a) REMIC Name I.D. Num. Excess Inclusion.....................[ ] Schedule Q Taxable Net Income/Loss...[ ] Schedule Q Line 3 Income.............[ ] Total REMIC Income...................[ ] Total Supplemental Income/Loss.......[ ] Farming/Fishing Share................[ ] ──────────────────────────────────────────────────────────────────────────────── SCHEDULE F - Farm Income and Expenses (Page 1) Name Of Proprietor.[ ] SSN.........[ ]Principal Product..[ ] Agricultural Code.[ ] Accounting Method: Employer ID Number............[ ] Cash Accrual Y [ ] [ ] E N S O N Prior year credit loan question....................................: [ ][ ] / Materially Participate question....................................: [ ][ ] A Productive Period question.........................................: [ ][ ][ ]Part 1 - Farm Income--Cash Method Sales of Livestock Purchases For Resale..........[ ] Cost or other basis..............................[ ] Line 1 - Line 2.................................................[ ] Sales Amount for Products Produced..............................[ ] Total Distributions from Cooperatives............[ ] Taxable Amount...................................[ ] Agricultural Program Payments....................[ ] Taxable Amount..................................................[ ]──────────────────────────────────────────────────────────────────────────────── SCHEDULE F - Farm Income and Expenses (Page 1) Part 1 - Farm Income--Cash Method Commodity Credit Loans Explanation..............................[ ] Commodity Credit Loans Amount....................[ ] Commodity Credit Loans Forfeited.................[ ] Taxable Amount..................................................[ ] Crop Insurance Proceeds Amount...................[ ] Taxable Amount..................................................[ ] Election to Defer Explanation...................................[ ] If Election to Defer, X here.....[ ] Defered Amount.............[ ] Custom Hire (machine work) Income...............................[ ] Income Amount From Tax Credits/Refunds..........................[ ] Gross Income Amount.............................................[ ]Part 2 - Farm Deductions--Cash and Accrual Method Breeding Fees.......[ ] Feed Purchased....[ ] Chemicals...........[ ] Fertilizer & Lime.[ ] Conservation Expense[ ] Freight & Trucking[ ] Custion Hire........[ ] Gas,Fuel,Oil......[ ] Sect 179 Expense....[ ] Insurance.........[ ] Emp Benefit Pgm.....[ ] Mortgage Interest.[ ] ──────────────────────────────────────────────────────────────────────────────── SCHEDULE F - Farm Income and Expenses (Page 1) Part 2 - Farm Deductions--Cash and Accrual Method Form 1098 Stmt......[ ] Repairs/Maint.....[ ] Interest not on 1098[ ] Seed/Plants.......[ ] Other Interest......[ ] Storage...........[ ] Labor Hired.........[ ] Supplies..........[ ] Pension.............[ ] Taxes.............[ ] Mach Equip Rent.....[ ] Utilities.........[ ] Other Rent..........[ ] Veterinary Fees...[ ] Other Expenses (Specify) 1.[ ] Amount............[ ] 2.[ ] Amount............[ ] 3.[ ] Amount............[ ] 4.[ ] Amount............[ ] 5.[ ] Amount............[ ] Total Expenses............................................[ ] PAL Indicator.....[ ] Net Farm Profit/Loss.........[ ] All Investment Is At Risk [ ] Some Investment Is At Risk [ ] ──────────────────────────────────────────────────────────────────────────────── SCHEDULE F FARM INCOME/EXPENSES (Page 2) 38. Sales Amount for Livestock....................................[ ]39a. Total Distributions form Co-operatives.........[ ] b. Taxable Amount...............................................[ ]40a. Agricultural Porgram Payments..................[ ] b. Taxable Amount...............................................[ ]41. Commodity Credit Loans Explaination.[ ] (STM nn or Blank) a. Commodity Credit Loans Amount..................[ ] b. Commodity Credit Loans Forfeited...............[ ] c.Taxable Amount................................................[ ]42. Crop Insurance Proceeds.......................................[ ]43. Custom Hire Income............................................[ ]44. Other Income Credits/Refunds..................................[ ]45. Total Income Amount...........................................[ ]46. Inventory at Beginning of Year..................[ ] 47. Cost of Livestock Products......................[ ] 48. Line 46 + Line 47 Amount........................[ ] 49. Inventory at End of Year........................[ ] 50. Cost of Farm products Sold......................[ ] 51. Gross Farm Income.............................................[ ]──────────────────────────────────────────────────────────────────────────────── SCHEDULE R - Credit for the Elderly or the Disabled (Page 1) ─────────────────────────────────────────────────────────────────────────────── Part 1 - "X" the Box That Applies to Your Filing Status and Age You were 65 or Older................................................[ ] You were under 65 and you retired on permanent and total disability.[ ] Both spouses were 65 or Older.......................................[ ] Both under 65, but only one retired.................................[ ] Both under 65, Both retired.........................................[ ] One over 65, The other retired......................................[ ] One over 65, One Under and NOT retired..............................[ ] You were Over 65, and did NOT live with your spouse during year.....[ ] You were Under 65, and did NOT live with your spouse during year....[ ] Part 2 - Statement of Permanent and Total Disability You filed a physicians statement in the prior year..................[ ] The disablility has lasted continuously for at least one year.......[ ] There is no reasonable probability that the disabled condition will ever improve........................................................[ ] ──────────────────────────────────────────────────────────────────────────────── SCHEDULE R - Credit for the Elderly or the Disabled (Page 2) ─────────────────────────────────────────────────────────────────────────────── Part 3 - Figure the Amount of Your Credit Enter: $5000 if you checked the box on line 1,2,4, or 7 in Part 1 -OR- $7500 if you checked the box on line 3,5, or 6 in Part 1 -OR- $3500 if you checked the box on line 8 or 9 in Part 1.....[ ] Enter on this line your taxable disability income................[ ] Enter the SMALLER of line 10 or 11 ..............................[ ] Non-Taxable part of SSN benefits....................[ ] Any Other Non-Taxable benefits......................[ ] Non-Taxable Pensions/Annuity........................[ ] Enter the amount from 1040 Line 31.....[ ] Enter: $7500 if you checked the box on line 1 or 2 in Part 1 -OR- $10000 if you checked the box on line 3,4,5,6, or 7 in Part 1 -OR- $5000 if you checked the box on line 8 or 9 in Part 1.....[ ] Line 14 - Line 15 .....................[ ] Line 16 Divided by 2 ...............................[ ] Line 13c + Line 17 ..............................................[ ] Line 12 - Line 18 ...............................................[ ] Multiply the amount on line 19 by the percentage and enter result[ ]──────────────────────────────────────────────────────────────────────────────── SCHEDULE SE ────────────────────────────────────────────────────────────────────────────── Name of Self Employed: [ ] SSN:[ ] A: if you filed a 4361, but have $400 or more of other earnings taxable. [ ] ────────────────────────────────────────────────────────────────────────────── PART [I] FIGURE SOCIAL SECURITY SELF-EMPLOYMENT TAX ────────────────────────────────────────────────────────────────────────────── 1. Net farm profit/loss from SS and farm partnerships form SK-1[ ] 2. Net non-farm profit/loss from SC, AND SK-1..................[ ] 3. a. enter amount from line 1, or line 10.....................[ ] b. enter amount from line 2, or line 12.....................[ ] c. add lines 3a, and 3b. if less than $400 don't file.......[ ] 5. a. total Social Security wages and tips.....................[ ] b. unreported tips..........................................[ ] c. add lines 5a and 5b. enter total.........................[ ] ──────────────────────────────────────────────────────────────────────────────── SCHEDULE SE ────────────────────────────────────────────────────────────────────────────── 6. a. subtract Line 5c from 4, if 0 or less than 0. enter 0...[ ] b. Enter Medicare qualified government wages...............[ ] c. Enter wages of $100 or more from church organizations...[ ] d. Add Lines 3c and 6c.....................................[ ] 7. Enter the smaller of Line 6a or Line 6d....................[ ] 9. Self Employment Tax........................................[ ] ────────────────────────────────────────────────────────────────────────────── PART [II] OPTIONAL METHOD TO FIGURE NET EARNINGS ────────────────────────────────────────────────────────────────────────────── 11. Farm Optional Method......................................[ ] 12. Subtract Line 11 from Line 10, enter the result...........[ ] 13. Nonfarm Optional Method...................................[ ] ────────────────────────────────────────────────────────────────────────────────
