social security number relationship to you Add numbers on d Total number of exemptions claimed... lines above

Size: px
Start display at page:

Download "social security number relationship to you Add numbers on d Total number of exemptions claimed... lines above"

Transcription

1 Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2017 OMB No IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31, 2017, or other tax year beginning, 2017, ending, 20 See separate instructions. Your first name and initial Last name Your social security number JIM D CABELA If a joint return, spouse s first name and initial Last name Spouse s social security number Home address (number and street). If you have a P.O. box, see instructions. 247 LONGHORN ST City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). EVANS, GA Apt. no. Foreign country name Foreign province/state/county Foreign postal code Filing Status Check only one box. Exemptions If more than four dependents, see instructions and check here Make sure the SSN(s) above and on line 6c are correct. Presidential Election Campaign Check here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change your tax or refund. You Spouse 1 Single 4 Head of household (with qualifying person). (See instructions.) 2 Married filing jointly (even if only one had income) If the qualifying person is a child but not your dependent, enter this 3 x Married filing separately. Enter spouse s SSN above child s name here. and full name here. PATRICIA S CABELA 5 Qualifying widow(er) (see instructions) 6a X Yourself. If someone can claim you as a dependent, do not check box 6a..... Boxes checked } on 6a and 6b b Spouse No. of children 1 c Dependents: (2) Dependent s (3) Dependent s (4) if child under age 17 on 6c who: (1) First name Last name social security number relationship to you qualifying for child tax credit lived with you (see instructions) did not live with 0 MICHAEL CABELA PARENT you due to divorce or separation (see instructions) Dependents on 6c not entered above Add numbers on d Total number of exemptions claimed lines above Income 7 Wages, salaries, tips, etc. Attach Form(s) W a Taxable interest. Attach Schedule B if required a b Tax-exempt interest. Do not include on line 8a... 8b Attach Form(s) 9 a Ordinary dividends. Attach Schedule B if required a W-2 here. Also attach Forms b Qualified dividends b W-2G and 10 Taxable refunds, credits, or offsets of state and local income taxes R if tax 11 Alimony received was withheld. 12 Business income or (loss). Attach Schedule C or C-EZ Capital gain or (loss). Attach Schedule D if required. If not required, check here 13 If you did not 14 Other gains or (losses). Attach Form get a W-2, see instructions. 15 a IRA distributions. 15a b Taxable amount... 15b 16 a Pensions and annuities 16a b Taxable amount... 16b 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E Farm income or (loss). Attach Schedule F Unemployment compensation a Social security benefits 20a b Taxable amount... 20b 21 Other income. List type and amount Combine the amounts in the far right column for lines 7 through 21. This is your total income Educator expenses Adjusted 24 Certain business expenses of reservists, performing artists, and Gross fee-basis government officials. Attach Form 2106 or 2106-EZ 24 Income 25 Health savings account deduction. Attach Form Moving expenses. Attach Form Deductible part of self-employment tax. Attach Schedule SE Self-employed SEP, SIMPLE, and qualified plans Self-employed health insurance deduction Penalty on early withdrawal of savings a Alimony paid b Recipient s SSN 31a 32 IRA deduction Student loan interest deduction Reserved for future use Domestic production activities deduction. Attach Form Add lines 23 through Subtract line 36 from line 22. This is your adjusted gross income For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2017) 0 1 2

2 Form 1040 (2017) Page 2 38 Amount from line 37 (adjusted gross income) a Tax and Check X You were born before January 2, 1953, Blind. Total boxes { } if: Spouse was born before January 2, 1953, Blind. checked Credits 39a 1 b If your spouse itemizes on a separate return or you were a dual-status alien, check here 39b Standard Deduction for People who check any box on line 39a or 39b or who can be claimed as a dependent, see instructions. All others: Single or Married filing separately, $6,350 Married filing jointly or Qualifying widow(er), $12,700 Head of household, $9, Itemized deductions (from Schedule A) or your standard deduction (see left margin) Subtract line 40 from line Exemptions. If line 38 is $156,900 or less, multiply $4,050 by the number on line 6d. Otherwise, see instructions Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter Tax (see instructions). Check if any from: a Form(s) 8814 b Form 4972 c Alternative minimum tax (see instructions). Attach Form Excess advance premium tax credit repayment. Attach Form Add lines 44, 45, and Foreign tax credit. Attach Form 1116 if required Credit for child and dependent care expenses. Attach Form Education credits from Form 8863, line Retirement savings contributions credit. Attach Form Child tax credit. Attach Schedule 8812, if required Residential energy credit. Attach Form Other credits from Form: a 3800 b 8801 c Add lines 48 through 54. These are your total credits Subtract line 55 from line 47. If line 55 is more than line 47, enter Self-employment tax. Attach Schedule SE Other 58 Unreported social security and Medicare tax from Form: a 4137 b Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required.. 59 Taxes 60 a Household employment taxes from Schedule H a b First-time homebuyer credit repayment. Attach Form 5405 if required b 61 Health care: individual responsibility (see instructions) Full-year coverage X Taxes from: a Form 8959 b Form 8960 c Instructions; enter code(s) Add lines 56 through 62. This is your total tax Payments 64 Federal income tax withheld from Forms W-2 and estimated tax payments and amount applied from 2016 return 65 If you have a qualifying child, attach Schedule EIC. Refund Direct deposit? See instructions. Amount You Owe Third Party Designee Sign Here Joint return? See instructions. Keep a copy for your records. Paid Preparer Use Only 66a Earned income credit (EIC) a b Nontaxable combat pay election 66b 67 Additional child tax credit. Attach Schedule American opportunity credit from Form 8863, line Net premium tax credit. Attach Form Amount paid with request for extension to file Excess social security and tier 1 RRTA tax withheld Credit for federal tax on fuels. Attach Form Credits from Form: a 2439 b Reserved c 8885 d Add lines 64, 65, 66a, and 67 through 73. These are your total payments If line 74 is more than line 63, subtract line 63 from line 74. This is the amount you overpaid 75 76a Amount of line 75 you want refunded to you. If Form 8888 is attached, check here. 76a b Routing number X X X X X X X X X c Type: Checking Savings d Account number X X X X X X X X X X X X X X X X X 77 Amount of line 75 you want applied to your 2018 estimated tax Amount you owe. Subtract line 74 from line 63. For details on how to pay, see instructions Estimated tax penalty (see instructions) Do you want to allow another person to discuss this return with the IRS (see instructions)? X Yes. Complete below. No Designee s Phone Personal identification name no. number (PIN) Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and accurately list all amounts and sources of income I received during the tax year. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. CABELA Your signature Date Your occupation Daytime phone number PROPERTY MANAGER Spouse s signature. If a joint return, both must sign. Date Spouse s occupation If the IRS sent you an Identity Protection PIN, enter it here (see inst.) Print/Type preparer s name Preparer s signature Date Check if PTIN DAVID ELIJAH self-employed Firm s name Firm s EIN Firm s address 759 WEST PORT ROAD MARTINEZ GA Phone no Go to for instructions and the latest information. Form 1040 (2017) X DAVID ELIJAH SOOPER DOOPER TAX PREP 12/20/2017 P

3 SCHEDULE A (Form 1040) Department of the Treasury Internal Revenue Service (99) Name(s) shown on Form 1040 JIM CABELA Medical and Dental Expenses Taxes You Paid Interest You Paid Note: Your mortgage interest deduction may be limited (see instructions). Gifts to Charity If you made a gift and got a benefit for it, see instructions. Itemized Deductions Go to for instructions and the latest information. Attach to Form Caution: Do not include expenses reimbursed or paid by others. 1 Medical and dental expenses (see instructions) Enter amount from Form 1040, line Multiply line 2 by 10% (0.10) Subtract line 3 from line 1. If line 3 is more than line 1, enter State and local (check only one box): a Income taxes, or b General sales taxes } X 6 Real estate taxes (see instructions) Personal property taxes Other taxes. List type and amount 8 9 Add lines 5 through Home mortgage interest and points reported to you on Form Home mortgage interest not reported to you on Form If paid to the person from whom you bought the home, see instructions and show that person s name, identifying no., and address Points not reported to you on Form See instructions for special rules Reserved Investment interest. Attach Form 4952 if required. See instructions Add lines 10 through Gifts by cash or check. If you made any gift of $250 or more, see instructions Other than by cash or check. If any gift of $250 or more, see instructions. You must attach Form 8283 if over $ Carryover from prior year Add lines 16 through Casualty and Theft Losses 20 Casualty or theft loss(es). Attach Form See instructions Job Expenses and Certain Miscellaneous Deductions Other Miscellaneous Deductions Total Itemized Deductions 21 Unreimbursed employee expenses job travel, union dues, job education, etc. Attach Form 2106 or 2106-EZ if required. See instructions Tax preparation fees Other expenses investment, safe deposit box, etc. List type and amount Add lines 21 through Enter amount from Form 1040, line Multiply line 25 by 2% (0.02) Subtract line 26 from line 24. If line 26 is more than line 24, enter Other from list in instructions. List type and amount 29 Is Form 1040, line 38, over $156,900? X No. Your deduction is not limited. Add the amounts in the far right column for lines 4 through 28. Also, enter this amount on Form 1040, line 40. Yes. Your deduction may be limited. See the Itemized Deductions Worksheet in the instructions to figure the amount to enter. }.. OMB No Attachment Sequence No. 07 Your social security number If you elect to itemize deductions even though they are less than your standard deduction, check here For Paperwork Reduction Act Notice, see the Instructions for Form Schedule A (Form 1040)

4 SCHEDULE E (Form 1040) Department of the Treasury Internal Revenue Service (99) Name(s) shown on return Supplemental Income and Loss (From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.) Attach to Form 1040, 1040NR, or Form Go to for instructions and the latest information. OMB No Attachment Sequence No. 13 Your social security number JIM CABELA Part I Income or Loss From Rental Real Estate and Royalties Note: If you are in the business of renting personal property, use Schedule C or C-EZ (see instructions). If you are an individual, report farm rental income or loss from Form 4835 on page 2, line 40. A Did you make any payments in 2017 that would require you to file Form(s) 1099? (see instructions)..... Yes X No B If Yes, did you or will you file required Forms 1099? Yes No 1a Physical address of each property (street, city, state, ZIP code) A B C 1b 178 CENTRAL AVE AUGUSTA GA TROUT ST AUGUSTA GA Type of Property (from list below) 1 A B 1 C Type of Property: 1 Single Family Residence 2 Multi-Family Residence 2 For each rental real estate property listed above, report the number of fair rental and personal use days. Check the QJV box only if you meet the requirements to file as a qualified joint venture. See instructions. A B C Fair Rental Days Personal Use Days 3 Vacation/Short-Term Rental 4 Commercial 5 Land 6 Royalties 7 Self-Rental 8 Other (describe) Income: Properties: A B C 3 Rents received Royalties received Expenses: 5 Advertising Auto and travel (see instructions) Cleaning and maintenance Commissions Insurance Legal and other professional fees Management fees Mortgage interest paid to banks, etc. (see instructions) Other interest Repairs Supplies Taxes Utilities Depreciation expense or depletion Other (list) Total expenses. Add lines 5 through Subtract line 20 from line 3 (rents) and/or 4 (royalties). If result is a (loss), see instructions to find out if you must file Form Deductible rental real estate loss after limitation, if any, on Form 8582 (see instructions) ( ) ( ) ( ) 23a Total of all amounts reported on line 3 for all rental properties a b Total of all amounts reported on line 4 for all royalty properties b c Total of all amounts reported on line 12 for all properties c d Total of all amounts reported on line 18 for all properties d 6804 e Total of all amounts reported on line 20 for all properties e Income. Add positive amounts shown on line 21. Do not include any losses Losses. Add royalty losses from line 21 and rental real estate losses from line 22. Enter total losses here. 25 ( ) 26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter the result here. If Parts II, III, IV, and line 40 on page 2 do not apply to you, also enter this amount on Form 1040, line 17, or Form 1040NR, line 18. Otherwise, include this amount in the total on line 41 on page For Paperwork Reduction Act Notice, see the separate instructions. Schedule E (Form 1040) QJV

5 Schedule E (Form 1040) 2017 Attachment Sequence No. 13 Page 2 Name(s) shown on return. Do not enter name and social security number if shown on other side. Your social security number Caution: The IRS compares amounts reported on your tax return with amounts shown on Schedule(s) K-1. Part II Income or Loss From Partnerships and S Corporations Note: If you report a loss from an at-risk activity for which any amount is not at risk, you must check the box in column (e) on line 28 and attach Form See instructions. 27 Are you reporting any loss not allowed in a prior year due to the at-risk, excess farm loss, or basis limitations, a prior year unallowed loss from a passive activity (if that loss was not reported on Form 8582), or unreimbursed partnership expenses? If you answered Yes, see instructions before completing this section Yes X No 28 (a) Name A B C D Passive Income and Loss (f) Passive loss allowed (attach Form 8582 if required) (g) Passive income from Schedule K-1 (b) Enter P for partnership; S for S corporation (h) Nonpassive loss from Schedule K-1 (c) Check if foreign partnership (d) Employer identification number Nonpassive Income and Loss (i) Section 179 expense deduction from Form 4562 (e) Check if any amount is not at risk (j) Nonpassive income from Schedule K-1 A B C D 29a Totals b Totals 30 Add columns (g) and (j) of line 29a Add columns (f), (h), and (i) of line 29b ( ) 32 Total partnership and S corporation income or (loss). Combine lines 30 and 31. Enter the result here and include in the total on line 41 below Part III Income or Loss From Estates and Trusts 33 (a) Name A B JIM CABELA FLOATING DEVELOPMENT P Passive Income and Loss (c) Passive deduction or loss allowed (attach Form 8582 if required) (d) Passive income from Schedule K-1 (b) Employer identification number Nonpassive Income and Loss (e) Deduction or loss from Schedule K-1 (f) Other income from Schedule K-1 A B 34a Totals b Totals 35 Add columns (d) and (f) of line 34a Add columns (c) and (e) of line 34b ( ) 37 Total estate and trust income or (loss). Combine lines 35 and 36. Enter the result here and include in the total on line 41 below Part IV Income or Loss From Real Estate Mortgage Investment Conduits (REMICs) Residual Holder 38 (a) Name (b) Employer identification number (c) Excess inclusion from Schedules Q, line 2c (see instructions) (d) Taxable income (net loss) from Schedules Q, line 1b 39 Combine columns (d) and (e) only. Enter the result here and include in the total on line 41 below 39 Part V Summary 40 Net farm rental income or (loss) from Form Also, complete line 42 below Total income or (loss). Combine lines 26, 32, 37, 39, and 40. Enter the result here and on Form 1040, line 17, or Form 1040NR, line Reconciliation of farming and fishing income. Enter your gross farming and fishing income reported on Form 4835, line 7; Schedule K-1 (Form 1065), box 14, code B; Schedule K-1 (Form 1120S), box 17, code V; and Schedule K-1 (Form 1041), box 14, code F (see instructions) Reconciliation for real estate professionals. If you were a real estate professional (see instructions), enter the net income or (loss) you reported anywhere on Form 1040 or Form 1040NR from all rental real estate activities in which you materially participated under the passive activity loss rules.. 43 (e) Income from Schedules Q, line 3b Schedule E (Form 1040) 2017

6 SCHEDULE SE (Form 1040) Self-Employment Tax Go to for instructions and the latest information. Department of the Treasury Internal Revenue Service (99) Attach to Form 1040 or Form 1040NR. Name of person with self-employment income (as shown on Form 1040 or Form 1040NR) Social security number of person with self-employment income Before you begin: To determine if you must file Schedule SE, see the instructions. May I Use Short Schedule SE or Must I Use Long Schedule SE? Note: Use this flowchart only if you must file Schedule SE. If unsure, see Who Must File Schedule SE in the instructions. Did you receive wages or tips in 2017? OMB No Attachment Sequence No. 17 JIM D CABELA No Yes Are you a minister, member of a religious order, or Christian Science practitioner who received IRS approval not to be taxed on earnings from these sources, but you owe self-employment tax on other earnings? Yes Was the total of your wages and tips subject to social security or railroad retirement (tier 1) tax plus your net earnings from self-employment more than $127,200? Yes No No Did you receive tips subject to social security or Medicare tax that you didn't report to your employer? Are you using one of the optional methods to figure your net earnings (see instructions)? Yes Yes No Did you receive church employee income (see instructions) reported on Form W-2 of $ or more? Yes No No Did you report any wages on Form 8919, Uncollected Social Security and Medicare Tax on Wages? Yes No You may use Short Schedule SE below You must use Long Schedule SE on page 2 Section A Short Schedule SE. Caution: Read above to see if you can use Short Schedule SE. 1a b Net farm profit or (loss) from Schedule F, line 34, and farm partnerships, Schedule K-1 (Form 1065), box 14, code A a If you received social security retirement or disability benefits, enter the amount of Conservation Reserve Program payments included on Schedule F, line 4b, or listed on Schedule K-1 (Form 1065), box 20, code Z 1b ( ) 2 Net profit or (loss) from Schedule C, line 31; Schedule C-EZ, line 3; Schedule K-1 (Form 1065), box 14, code A (other than farming); and Schedule K-1 (Form 1065-B), box 9, code J1. Ministers and members of religious orders, see instructions for types of income to report on this line. See instructions for other income to report Combine lines 1a, 1b, and Multiply line 3 by 92.35% (0.9235). If less than $400, you don't owe self-employment tax; don't file this schedule unless you have an amount on line 1b Note: If line 4 is less than $400 due to Conservation Reserve Program payments on line 1b, see instructions. 5 Self-employment tax. If the amount on line 4 is: $127,200 or less, multiply line 4 by 15.3% (0.153). Enter the result here and on Form 1040, line 57, or Form 1040NR, line 55 More than $127,200, multiply line 4 by 2.9% (0.029). Then, add $15, to the result. Enter the total here and on Form 1040, line 57, or Form 1040NR, line Deduction for one-half of self-employment tax. Multiply line 5 by 50% (0.50). Enter the result here and on Form 1040, line 27, or Form 1040NR, line For Paperwork Reduction Act Notice, see your tax return instructions. Schedule SE (Form 1040) 2017

7 Form 4562 Department of the Treasury Internal Revenue Service (99) Depreciation and Amortization (Including Information on Listed Property) Attach to your tax return. Go to for instructions and the latest information. OMB No Attachment Sequence No. 179 Name(s) shown on return Business or activity to which this form relates Identifying number JIM D CABELA 178 CENTRAL AVE Part I Election To Expense Certain Property Under Section 179 Note: If you have any listed property, complete Part V before you complete Part I. 1 Maximum amount (see instructions) Total cost of section 179 property placed in service (see instructions) Threshold cost of section 179 property before reduction in limitation (see instructions) Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing separately, see instructions (a) Description of property (b) Cost (business use only) (c) Elected cost E 6 7 Listed property. Enter the amount from line Total elected cost of section 179 property. Add amounts in column (c), lines 6 and Tentative deduction. Enter the smaller of line 5 or line Carryover of disallowed deduction from line 13 of your 2016 Form Business income limitation. Enter the smaller of business income (not less than zero) or line 5 (see instructions) Section 179 expense deduction. Add lines 9 and 10, but don t enter more than line Carryover of disallowed deduction to Add lines 9 and 10, less line Note: Don t use Part II or Part III below for listed property. Instead, use Part V. Part II Special Depreciation Allowance and Other Depreciation (Don t include listed property.) (See instructions.) 14 Special depreciation allowance for qualified property (other than listed property) placed in service during the tax year (see instructions) Property subject to section 168(f)(1) election Other depreciation (including ACRS) Part III MACRS Depreciation (Don t include listed property.) (See instructions.) Section A 17 MACRS deductions for assets placed in service in tax years beginning before If you are electing to group any assets placed in service during the tax year into one or more general asset accounts, check here Section B Assets Placed in Service During 2017 Tax Year Using the General Depreciation System (a) Classification of property (b) Month and year (c) Basis for depreciation (d) Recovery placed in (business/investment use period service only see instructions) (e) Convention (f) Method (g) Depreciation deduction 19a 3-year property b 5-year property c 7-year property d 10-year property e 15-year property f 20-year property g 25-year property h Residential rental property i Nonresidential real property 25 yrs. S/L 27.5 yrs. MM S/L 27.5 yrs. MM S/L 39 yrs. MM S/L MM S/L Section C Assets Placed in Service During 2017 Tax Year Using the Alternative Depreciation System 20a Class life b 12-year c 40-year Part IV Summary (See instructions.) S/L 12 yrs. S/L 40 yrs. MM S/L 21 Listed property. Enter amount from line Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21. Enter here and on the appropriate lines of your return. Partnerships and S corporations see instructions For assets shown above and placed in service during the current year, enter the portion of the basis attributable to section 263A costs For Paperwork Reduction Act Notice, see separate instructions. Form 4562 (2017)

8 Form 4562 Department of the Treasury Internal Revenue Service (99) Depreciation and Amortization (Including Information on Listed Property) Attach to your tax return. Go to for instructions and the latest information. E 10 OMB No Attachment Sequence No. 179 Name(s) shown on return Business or activity to which this form relates Identifying number JIM D CABELA 3448 TROUT ST Part I Election To Expense Certain Property Under Section 179 Note: If you have any listed property, complete Part V before you complete Part I. 1 Maximum amount (see instructions) Total cost of section 179 property placed in service (see instructions) Threshold cost of section 179 property before reduction in limitation (see instructions) Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing separately, see instructions (a) Description of property (b) Cost (business use only) (c) Elected cost 7 Listed property. Enter the amount from line Total elected cost of section 179 property. Add amounts in column (c), lines 6 and Tentative deduction. Enter the smaller of line 5 or line Carryover of disallowed deduction from line 13 of your 2016 Form Business income limitation. Enter the smaller of business income (not less than zero) or line 5 (see instructions) Section 179 expense deduction. Add lines 9 and 10, but don t enter more than line Carryover of disallowed deduction to Add lines 9 and 10, less line Note: Don t use Part II or Part III below for listed property. Instead, use Part V. Part II Special Depreciation Allowance and Other Depreciation (Don t include listed property.) (See instructions.) 14 Special depreciation allowance for qualified property (other than listed property) placed in service during the tax year (see instructions) Property subject to section 168(f)(1) election Other depreciation (including ACRS) Part III MACRS Depreciation (Don t include listed property.) (See instructions.) Section A 17 MACRS deductions for assets placed in service in tax years beginning before If you are electing to group any assets placed in service during the tax year into one or more general asset accounts, check here Section B Assets Placed in Service During 2017 Tax Year Using the General Depreciation System (a) Classification of property (b) Month and year (c) Basis for depreciation (d) Recovery placed in (business/investment use period service only see instructions) (e) Convention (f) Method (g) Depreciation deduction 19a 3-year property b 5-year property c 7-year property d 10-year property e 15-year property f 20-year property g 25-year property h Residential rental property i Nonresidential real property 25 yrs. S/L 27.5 yrs. MM S/L 27.5 yrs. MM S/L 39 yrs. MM S/L MM S/L Section C Assets Placed in Service During 2017 Tax Year Using the Alternative Depreciation System 20a Class life b 12-year c 40-year Part IV Summary (See instructions.) S/L 12 yrs. S/L 40 yrs. MM S/L 21 Listed property. Enter amount from line Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21. Enter here and on the appropriate lines of your return. Partnerships and S corporations see instructions For assets shown above and placed in service during the current year, enter the portion of the basis attributable to section 263A costs For Paperwork Reduction Act Notice, see separate instructions. Form 4562 (2017)

9 Description of Property Date Acquired Cost or other Basis Sec 179 Bonus Deprec Basis Accum Deprec Method Used Life or Rate Deprec ADS Deprec Next Year's Deprec STATEMENT OF DEPRECIATION FOR: SCHEDULE: E ATTACH TO JIM CABELA for 2017 for CENTRAL AVE BRICK HOUSE 03/01/ MACRS AIR CONDITIONING U 03/01/ MACRS **** RENTAL TOTALS: TROUT ST FRAME HOUSE 01/01/ MACRS ROOF 02/10/ MACRS **** RENTAL TOTALS: TOTALS:

10 Supporting Statements for SCHEDULE A Client : CABELA Medical and Dental Expenses Description of Expense Amount Medical and Dental Insurance 7200 Amount Paid to Doctors, Dentists, Eye Doctors, etc. 870 Prescription Medicine, Drugs, or Insulin 418 TOTALS: 8488

11 JIM CABELA TIP Zip:30809 State:GA County:COLUMBIA City:EVANS Days Lived in:all 459 X 140 X X X

12 JIM D CABELA Worksheet 2. Applying the Deduction Limits Keep for your records If the result on any line is less than zero, enter zero. For other instructions, see Instructions for Worksheet 2. Step 1. Enter any qualified conservation contributions (QCCs). 1. If you are a qualified farmer or rancher, enter any QCCs eligible for the 100% limit 2. Enter any QCCs not entered on line 1. Don't include this amount on line 3, 4, 5, 6, or 8 Step 2. List your other charitable contributions made during the year. 3. Enter your contributions to 50% limit organizations. (Include contributions of capital gain property if you reduced the property s fair market value. Don t include contributions of capital gain property deducted at fair market value.) Don t include any contributions you entered on line 1 or Enter your contributions to 50% limit organizations of capital gain property deducted at fair market value Enter your contributions (other than of capital gain property) to qualified organizations that aren t 50% limit organizations 6. Enter your contributions for the use of any qualified organization. (But don t enter here any amount that must be entered on line 8.) 7. Add lines 5 and 6 8. Enter your contributions of capital gain property to or for the use of any qualified organization. (But don t enter here any amount entered on line 3 or 4.) Step 3. Figure your deduction for the year and your carryover to the next year. 9. Enter your adjusted gross income 10. Multiply line 9 by 0.5. This is your 50% limit Contributions to 50% limit organizations Enter the smaller of line 3 or line 10 Subtract line 11 from line 3 Subtract line 11 from line 10 Contributions not to 50% limit organizations Add lines 3 and 4 Multiply line 9 by 0.3. This is your 30% limit Subtract line 14 from line 10 Enter the smallest of line 7, 15, or 16 Subtract line 17 from line 7 Subtract line 17 from line 15 Contributions of capital gain property to 50% limit organizations Enter the smallest of line 4, 13, or 15 Subtract line 20 from line 4 Subtract line 17 from line 16 Subtract line 20 from line 15 Other contributions Multiply line 9 by 0.2. This is your 20% limit Enter the smallest of line 8, 19, 22, 23, or 24 Subtract line 25 from line 8 Add lines 11, 17, 20, and 25 Subtract line 27 from line 10 Enter the smaller of line 2 or line 28 Subtract line 29 from line 2 Subtract line 27 from line Enter the smaller of line 1 or line Add lines 27, 29, and 32. Enter the total here and on Schedule A (Form 1040), line 16 or line 17, whichever is appropriate Subtract line 32 from line Add lines 12, 18, 21, 26, 30, and 34. Carry this amount forward to Schedule A (Form 1040) next year Carryover

13 **** SUPPORTING NOTES FOR SCHEDULE A JIM CABELA Schedule of Personal Property Taxes: *** FILE COPY ONLY -- DO NOT MAIL *** Description Amount AUTO TAGS 345 Total Personal Property Taxes: 345

14 JIM CABELA AuditMaintenanceProServiceAgreement AuditMaintenancePro,L.L.C.(hereinreferredtoas AMP )isataxauditassistanceprogramthatprovidesyouwithallthesupportyou needintheeventyourfederaltaxreturniseverselectedforaninternalrevenueservice(irs)audit.auditmaintenanceprowillprovide thecustomer/taxpayer(hereinreferredtoas Customer )withalicensedenrolledagentorc.p.awhowillpersonallyassistyouinthe resolutionofyourcase.wewillworkwithcustomerineveryphaseofcustomer sauditandwewillworktoprotectcustomer srights underthefederaltaxcode,asmorespecificallyitemizedbelow. AMP sprimaryobjectiveistoresolvetocustomer ssatisfactionanyitemscoveredinthescopeoftheauditandtoeliminateorreduceany increasesincustomer staxliability.underqualifiedcircumstances,thisagreementwillalsoprovideforreimbursementofcertainassessed penaltiesandinterestupto$2,500.00**(pleaseseesectiononreimbursementpolicy). What sincluded 1. 36monthsofprotectiononeachcoveredreturn 2. AssistancefromanEnrolledAgentorC.P.A.duringtheauditprocess.Specifically,thisassistanceincludes: a. ExplanationofCustomer sclaimrightsandoptionsavailableunderthisagreement b. CompletereviewofallIRScorrespondenceornotices c. Helpwithdocumentorganizationandpresentation d. CompilinganylettersorcommunicationnecessarytorespondtoIRSrequests e. Directcommunication(by ortelephone)withanyIRSrepresentativeassignedtoCustomer saudit 3. CoverageforFederaltaxreturnswithallmajorformsincludingSchedulesC,EandF. 4. Reimbursementofcertainassessedpenaltiesandinterestupto$2,500.00**(pleaseseesectiononreimbursementpolicy) 5. AMP s100%moneybackguarantee IfatanytimeduringAMP sassistancewithanaudit,customerisnotsatisfiedwiththe auditassistancebeingprovided,ampwillrefundthecustomer senrollmentfee. What sexcluded 1. Returnsexcludedfromcoverage: a. Corporateorpartnershipreturns(Forms1120,1120S,1065) b. Trust,estate,gifttaxorfranchisereturns c. Stateorlocalreturns d. Amendedreturns e. Nonresidentfederalreturns f. ReturnscontainingitemsorpositionsdisallowedbytheIRS g. Additionalappealsonceanexaminationhasbeenclosed 2. AnyreturnscontainingSchedulesC,EorFwithgrossreceiptsexceeding$500, CriminalInvestigationAudits AuditsforreturnsthathavebeenorarecurrentlybeinginvestigatedforIRSoranyothercriminal investigations 4. Auditsthatcoveranyperiodprecedingthedateofcoverageforthisagreement Limitations 1. AgreementdoesnotincludefacetofaceconsultationsoranAMPrepresentativephysicallybeingpresentatanyauditsessionsor meetings. 2. Agreementonlycoversthereturnforthetaxyearofpurchaseanddoesnotcoveranyothertaxyearorpreviouslyfiledreturns. 3. Returnmustbetimelyfiled(includingextensions). 4. Coverageperiodends36monthsafterpurchasedate. 5. AMPdoesnotguaranteefavorableresultsoroutcomesrelatedtoanyaudit. 6. AMPdoesnotcoverorassistwithreturnsnotacceptedbytheIRS. 7. CoveragedoesnotprovideanylegalrepresentationorlegaladviceaspartofthisAgreement. 8. Coveragedoesnotincludeanyfacetofaceauditrepresentationorappealsinanycourtoflaw. 9. Coveragedoesnotincludeauditreconsiderationsoroffersincompromise. 10. CoveragedoesnotincluderespondingtonoticesorcorrespondencefromauditsnotcoveredunderthisAgreement. 11. Coveragedoesnotincludeassistanceforcollectionnotices.CollectionnoticesfromtheIRSarenotconsideredauditsorinquiry noticesandaretherebyexcluded. 12. Coveragedoesnotincludecompilingrecords,receipts,journals,reconcilingbankrecords,oranyotherrelatedclericaltasks. 13. Coveragewillberenderednullandvoidifitisdeterminedthatanyofthefollowingitemsoractionshaveoccurred: a. Incomplete,incorrectorfraudulentinformationknowinglyprovidedbyCustomerorCustomer srepresentativestothe returnpreparerforthepreparationofthereturn; b. Incomplete,incorrectorfraudulentinformationfiledbythereturnpreparereitherwithorwithouttheCustomer s knowledgeorconsent; c. Customer sfailuretoprovideanyandallrecordsordatarequestedbyeithertheirsorampwithinthethirtydayperiod followingthedateoftheclaim;

15 JIM CABELA d. Customertakingapositiononthereturnthatisunrealistic,unsupportedorthatisindirectconflictwithtaxlawsorIRS guidelines; e. AnyfailuretodisclosematerialfactsbyeithertheReturnPreparerorCustomerthatarepertinentorrelevanttotheaudit; f. ThetaxpreparerortaxpayerdidnotcomplywiththeDueDiligenceRequirementsassetforthonForm8867;or g. CustomerdoesnotnotifyAMPinwritingwithinfifteen(15)daysofreceiptofIRScorrespondenceornotification. ClaimsProcess 1. UponreceivinganyIRSnoticeorcorrespondence,CustomershallnotifyAMPimmediately,butinnoeventlaterthan15days followingreceiptofirsnoticeorcorrespondence.customer sfailuretotimelyrespondcouldimpacttheresolutionofcustomer s auditandvoidthecoverageprovidedinthisagreement. 2. CustomershallprovideAMPwithcopiesofallIRSnoticesorcorrespondencerelatedtotheauditorassessmentbyfax, or standardmailtotheaddressprovidedatthebottomofthisagreement. 3. CustomershallprovideAMPwithaForm2848PowerofAttorneyandDeclarationofRepresentativewhichcanbeaccessedon AMP swebsite.onceamphasthistaxpowerofattorney,customercanrequestthattheirsagentspeaktoampdirectlyas Customer srepresentative. 4. Uponreview,anAMPrepresentativewillbeassignedtoCustomer scaseandwillcommunicatewithcustomerthescopeand detailsoftheauditandthestepsnecessarytoresolveit.ampwillexplaincustomer srightsasataxpayerandampwilldevelopa strategyforthebestpossibleoutcome. 5. Basedonthisreview,Customer sassignedrepresentativewillprovidecustomerwithalistofdocumentsthatwillberequiredin ordertofavorablysupportcustomer sclaim.ifoneormoreofthesedocumentsarenotavailable,ampwillsuggestalternative documentsordatathatmaybeacceptedintheabsenceoftherequesteddocuments. 6. AMPwillassistCustomerincollectingandorganizingthesedocumentsandpresentingthemtotheIRSonCustomer sbehalf. AMPwillcontinuetoconsultwithCustomerthroughouttheentireprocessuntiltheauditisclosed. 7. Ifrequired,AMPmay,initssolediscretion,providealicensedtaxprofessionaltoaccompanyCustomerorattendtheauditin Customer splace.thiswouldresultinanadditionalchargeof$150perhourplustravelcoststhatwillbethesoleresponsibilityof thecustomer. Customer sfailuretocomplywithrequestsorinstructionsfromtheirsoritsrepresentativesduringtheassessmentoraudit,mayresultin a negative or adverse decision. Customer s failure to comply with actions recommended by AMP s representative may also negatively impacttheoutcomeaswell.ampwillnotbeheldresponsibleineitherscenarioandreservestheright toterminatethisagreementif CustomerdoesnotcomplywithallsuchrequestsorinstructionsfromtheIRS,itsrepresentativesorAMP. ReimbursementPolicyGuidelines Reimbursement for any assessed interest and penalties will be determined on an individual case basis in AMP s sole discretion. These reimbursementswillbedeterminedbyamp sunderwritingdepartmentandaresubjecttoanyandalllimitationsandexclusionsasoutlined inthisagreement.anydisputeditemforwhichcustomerfailstoproducethepropervaliddocumentsasrequiredbytheirstosupport theitemsinquestionshallnotbeeligibleforreimbursement.itwillbeuptotheassignedamprepresentativetodeterminethevalidityof the supporting documents prior to submission to the IRS. Reimbursements will be made provided that all criteria outlined in this Agreement are satisfied and only after all tax obligations have been paid in full to the IRS. All reimbursements will be assessed on an individual line item basis. No reimbursement will be given on any return that is found to contain incomplete, inaccurate or fraudulent informationorthatisindirectconflictwithirstaxlawsorcode. Indemnification Customer shall indemnify, hold harmless and reimburse AMP, its affiliates, and their officers, directors, and employees, for all costs, includingwithoutlimitation,attorney sfees,judgments,penalties,andotherdirectexpensesandpaymentsinsettlementordispositionof, orinconnectionwith,anyclaims,disputesorlitigationarisingoutoftheactualorallegedbreachbyuserofitsdutiesandobligationsunder this agreement. Customer may retain, in Customer s sole discretion, attorneys of Customer s own selection to represent Customerat Customer sownexpense.customershalldirectthedefenseoftheclaim,provided,however,thatsaidcustomerdoesnotcompromiseor settleanyclaimoractionwithoutpriorapprovalfromamp.ifampisnamedapartytoanyactionorproceedingforwhichcustomerhasa dutyofindemnification,ampshallhavetherighttodirectlydefendanysuchactionorproceedingbyretainingattorneysofamp sown selection to represent it at Customer s reasonable expense, provided, however, AMP shall not compromise or settle any such claim or actionwithoutpriorapprovalfromcustomer. TaxpayerSignature: Date: SpouseSignature: Date: Callusat orvisitwww.auditmp.comformoreinformation AddressforNotices:3422WrightsboroRoad,Suite200,Augusta,Georgia30909 *The signature and date on this Service Agreement signify that the tax preparer has explained Audit Maintenance Pro s services to the taxpayer, the taxpayeragreestotheampterms,andthetaxpayerhaschosentopurchaseamp.itistheresponsibilityofthetaxpreparertofurnisheachtaxpayerthat purchasesampwithacopyoftheauditmaintenanceproserviceagreement.

16 SecurelyID Service Agreement SecurelyID is an identity protection program that provides you with many types of protection related to your personal identity. It is also a full restoration service organization in the event that your identity is compromised within the scope of the covered items. What s Included: 1. Full 12 month subscription starting the day that your tax return was accepted by the IRS 2. CyberSearch Is a proprietary surveillance technology that monitors activity on the internet, and dark web while checking millions of data points. We alert you by if your personal information is being bought or offered for sale online. 3. Full Service Restoration Provides compromised subscribers with a certified identity theft restoration specialist to provide full-service identity restoration 4. Support 24/7/365 and we have multi-lingual support 5. Payday Lending You will be alerted if your personal information is used to obtain a payday loan in most cities within the U.S. 6. Lost Wallet This protects you in the event that you lose all or part of what is in your wallet. It also falls into the restoration category so a restoration specialist will get you back on track in short order 7. Change of Address We monitor and alert you if there is a request for a change of your home address 8. SSN Trace Provides you with a report of all names, aliases and addresses associated with your SSN. Detection of both synthetic and true name identity fraud is included 9. Credit Monitoring Single bureau credit monitoring through TransUnion is included. This service will notify you if there in a new inquiry on your credit or if there is a new negative mark against your credit. a. As required by the credit bureaus, each Subscriber must pass credit authentication before the Subscriber starts receiving credit alerts. The Subscriber receives an online authentication quiz upon enrollment or during upgrade into any credit Services. The quiz generates up to 5 multiple choice questions based on information found in the Subscriber s credit bureau file. These questions may include address, employer, and account information, such as account balances, credit limits, and open dates for a particular account. The Subscriber receives two attempts to pass the online authentication quiz. If the Subscriber fails both attempts, the Subscriber must perform manual authentication with a member services agent prior to receiving credit alerts. 10. $1 Million Insurance - Identity Theft Insurance will reimburse Subscribers residing in the United States for certain ancillary expenses associated with restoring their identity should they become a victim of identity theft after such Subscriber is enrolled. THESE ARE THE TERMS OF OUR AGREEMENT WITH EACH OTHER. ALL OF IT IS IMPORTANT SO TAKE A FEW MINUTES TO READ IT CAREFULLY. BY ENROLLING AND USING SECURELYID S SERVICES, YOU ACKNOWLEDGE THAT YOU HAVE READ, UNDERSTOOD, AND AGREE TO THESE TERMS AND CONDITIONS. THIS AGREEMENT CONTAINS AN ARBITRATION CLAUSE AND A CLASS ACTION WAIVER. YOU UNDERSTAND THAT BY SIGNING BELOW OR BY USING THE SERVICES, YOU ARE PROVIDING WRITTEN INSTRUCTIONS TO SECURELYID AND ITS EMPLOYEES, AGENTS, SUBSIDIARIES, AFFILIATES, CONTRACTORS, THIRD PARTY DATA SOURCES AND SUPPLIERS, AND ALL OTHER CREDIT REPORTING AGENCIES UNDER THE FAIR CREDIT REPORTING ACT (FCRA), AS AMENDED, TO ACCESS YOUR CREDIT FILES FROM EACH NATIONAL CREDIT REPORTING AGENCY (INCLUDING, WITHOUT LIMITATION, TRANSUNION, EXPERIAN AND EQUIFAX AND ANY AFFILIATES OF SUCH ENTITIES) AND TO EXCHANGE INFORMATION ABOUT YOU WITH EACH SUCH NATIONAL CREDIT REPORTING AGENCY AND OTHER THIRD PARTY SERVICE PROVIDERS ORDER TO VERIFY YOUR IDENTITY AND TO PROVIDE THE PRODUCTS AND/OR SERVICES TO YOU, INCLUDING, BUT NOT LIMITED TO, ADDRESS HISTORY REPORTS, NAME AND ALIAS REPORTS, CRIMINAL OR SEX OFFENDER REPORTS, AND TO PROVIDE MONITORING AND/OR ALERTS TO YOU. 1. Terms Of Use Notice: Your use of this service means that you have accepted these terms in their entirety. If you do not agree with these terms in their entirety, please terminate the service. These Terms and Conditions (this Agreement or Terms of Use ) identifies what you can expect from SecurelyID ( SECURELYID ) and what SECURELYID expects from you. These Terms and Conditions apply to your purchase of any products and/or services offered or provided by SECURELYID and govern the relationship between SECURELYID and you, even if you have agreed to other or conflicting terms and conditions of third parties associated with this business relationship or the provision of such services and/or products. 2. Introduction Please read the following information carefully before using any of the products or services (the Services ) provided by this agreement. By accessing or using any of the Services, you acknowledge that you have read, understood, and agree to these Terms of Use and to follow all applicable laws and regulations. If you do not agree with the Terms of Use, do not use the Services. We reserve the right, in our sole discretion, to modify or update these Terms of Use at any time without prior notice to you, which modifications and/or updates will be binding on you, and we may refuse to provide you the Services for any reason or no reason at all. Please check the Terms of Use each time you visit this Site for the most current information. 3. Privacy and Information Sharing Since it affects your use of the Services, please review our Privacy Policy and Terms of Use. We collect, use and disclose information about you as provided in our Privacy Policy at Our Privacy Policy is located on the Site and is incorporated into this Agreement, and you agree to accept the terms of the Privacy Policy as a condition to your acceptance of this Agreement. You agree and authorize SECURELYID, it agents and employees, to provide your personally identifiable information (or information about your child you have enrolled) to third parties from time to time as provided in our Privacy Policy. You waive any and all claims against SECURELYID, its agents and employees for the acts or omissions of these third parties with regard to the use or disclosure of such information. You further authorize SECURELYID, it agents and employees to obtain various information and reports about you (or about your child that you have enrolled) in order to perform our services, including, but not limited to, address history reports, name and alias reports, criminal reports, and all other relevant reports.

5 Qualifying widow(er) (see instructions) 6a Yourself. If someone can claim you as a dependent, do not check box 6a...

5 Qualifying widow(er) (see instructions) 6a Yourself. If someone can claim you as a dependent, do not check box 6a... Form 1040 Department of the Treasury Internal Revenue Service (99) US Individual Income Tax Return OMB No 1545-0074 IRS Use Only Do not write or staple in this space For the year Jan 1 Dec 31,, or other

More information

social security number relationship to you ASHLEY SPOCK DAUGHTER X MORGAN SPOCK DAUGHTER X Dependents on 6c not entered above

social security number relationship to you ASHLEY SPOCK DAUGHTER X MORGAN SPOCK DAUGHTER X Dependents on 6c not entered above Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2017 OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,

More information

5 Qualifying widow(er) (see instructions) 6a Yourself. If someone can claim you as a dependent, do not check box 6a...

5 Qualifying widow(er) (see instructions) 6a Yourself. If someone can claim you as a dependent, do not check box 6a... Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2017 OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,

More information

See separate instructions. Your social security number RIGHT ANGLE XXX-XX-XXXX If a joint return, spouse's first name and initial

See separate instructions. Your social security number RIGHT ANGLE XXX-XX-XXXX If a joint return, spouse's first name and initial Form Department of the Treasury - Internal Revenue Service (99) 14 U.S. Individual Income Tax Return 216 OMB No. 1545-74 For the year Jan. 1-Dec. 31, 216, or other tax year beginning, 216, ending, 2 Your

More information

Prepare, print, and e-file your federal tax return for free!

Prepare, print, and e-file your federal tax return for free! Prepare, print, and e-file your federal tax return for free! www.freetaxusa.com Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2017 OMB No. 1545-0074

More information

1040 U.S. Individual Income Tax Return 2017

1040 U.S. Individual Income Tax Return 2017 F or Department of the Treasury Internal Revenue Service (99) 14 U.S. Individual Income Tax Return 17 m OMB No. 1545-74 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31, 17,

More information

SALLY W EMANUEL If a joint return, spouse's first name M.I. Last name Suffix Spouse's social security number

SALLY W EMANUEL If a joint return, spouse's first name M.I. Last name Suffix Spouse's social security number Department of the Treasury Internal Revenue Service (99) 1040 U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31, 2011, or

More information

1040 U.S. Individual Income Tax Return 2017

1040 U.S. Individual Income Tax Return 2017 F or Department of the Treasury Internal Revenue Service (99) 14 U.S. Individual Income Tax Return 217 m OMB No. 1545-74 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,

More information

Your first name and initial Last name Your social security number

Your first name and initial Last name Your social security number Form 1040 Internal Revenue Service (99) U.S. Individual Income Tax Return OMB. 1545-0074 IRS Use Only Do not write or staple in this space. Filing status: Single Married filing jointly Married filing separately

More information

5 Qualifying widow(er) with dependent child 6a Yourself. If someone can claim you as a dependent, do not check box 6a...

5 Qualifying widow(er) with dependent child 6a Yourself. If someone can claim you as a dependent, do not check box 6a... Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2016 OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,

More information

Government Copy JUSTANS1. Bill and Joyce Schnappauf 27 Northup Street Wakefield, RI 02879

Government Copy JUSTANS1. Bill and Joyce Schnappauf 27 Northup Street Wakefield, RI 02879 2016 TAX RETURN Government Copy Client: JUSTANS1 Prepared for: Bill and Joyce Schnappauf 27 Northup Street Wakefield, RI 02879 Prepared by: Roger J Yule R. J. Yule & Company, Ltd. 10179 Lincoln Highway

More information

Sign Here Joint return? See instructions. Keep a copy for your records.

Sign Here Joint return? See instructions. Keep a copy for your records. Form 1040 (99) U.S. Individual Income Tax Return IRS Use Only Do not write or staple in this space. Filing status: Single Married filing jointly Married filing separately Head of household Qualifying widow(er)

More information

Filing status: Single Married filing jointly Married filing separately Head of household Qualifying widow(er)

Filing status: Single Married filing jointly Married filing separately Head of household Qualifying widow(er) -Internal Revenue Service (99) 1040 U.S. Individual Income Tax Return 018 IRS Use Only-Do not write or staple in this space. Filing status: Single Married filing jointly Married filing separately Head

More information

1040 Department of the Treasury Internal Revenue Service (99)

1040 Department of the Treasury Internal Revenue Service (99) 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31, 2016, or

More information

Income. Adjusted Gross Income. Hader If a joint return, spouse s first name and initial Last name Spouse s social security number

Income. Adjusted Gross Income. Hader If a joint return, spouse s first name and initial Last name Spouse s social security number Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,, or

More information

social security number relationship to you Add numbers on d Total number of exemptions claimed... lines above

social security number relationship to you Add numbers on d Total number of exemptions claimed... lines above Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2017 OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,

More information

CHAPTER 12 TAX RETURN ASSIGNMENT

CHAPTER 12 TAX RETURN ASSIGNMENT A-PDF Merger DEMO : Purchase from www.a-pdf.com to remove the watermark Name: Nargiz CHAPTER 12 TAX RETURN ASSIGNMENT Using the data for NOAH AND JOAN ARC (Comprehensive Problem One from Appendix D, on

More information

5 Qualifying widow(er) with dependent child 6a Yourself. If someone can claim you as a dependent, do not check box 6a...

5 Qualifying widow(er) with dependent child 6a Yourself. If someone can claim you as a dependent, do not check box 6a... Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,, or

More information

See separate instructions. Your social security number RIGHT ANGLE If a joint return, spouse's first name and initial

See separate instructions. Your social security number RIGHT ANGLE If a joint return, spouse's first name and initial Form Department of the Treasury - Internal Revenue Service (99) 14 U.S. Individual Income Tax Return OMB No. 1545-74 For the year Jan. 1-Dec. 31,, or other tax year beginning,, ending, 2 Your first name

More information

b Tax-exempt interest. Do not include on line 8a... 8b Attach Form(s)

b Tax-exempt interest. Do not include on line 8a... 8b Attach Form(s) Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2017 OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,

More information

social security number relationship to you

social security number relationship to you Form 1040 Department of the Treasury Internal Revenue Service (99) OMB. 1545-0074 U.S. Individual Income Tax Return IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,, or other

More information

You Spouse 1 Single. name here.. G 5 Qualifying widow(er) with dependent child

You Spouse 1 Single. name here.. G 5 Qualifying widow(er) with dependent child ' Form 1040 U.S. Individual Income Tax Return 2014 IRS Use Only ' Do not write or staple in this space. For the year Jan 1 - Dec 31, 2014, or other tax year beginning, 2014, ending, 20 See separate instructions.

More information

INVOICE. PN 501 E 38th Erie, PA Phone: (207) Date: 12/07/2017 Invoice Number: Service Description

INVOICE. PN 501 E 38th Erie, PA Phone: (207) Date: 12/07/2017 Invoice Number: Service Description INVOICE PN 501 E 38th Erie, PA 16546 Phone: (207)590-6223 Email: pasha@gmail.com Date: 12/07/2017 Invoice Number: 1004 Client: Pavel Nayda, Service Description Amount 12/07/17 08:41 PM December 7, 2017

More information

Form 1040-V. Department of the Treasury. Internal Revenue Service $ 3, Dave Dave Sarah Sarah Terrace Glenview, IL 60001

Form 1040-V. Department of the Treasury. Internal Revenue Service $ 3, Dave Dave Sarah Sarah Terrace Glenview, IL 60001 2006 Form 040-V Department of the Treasury Internal Revenue Service For Privacy Act and Paperwork Reduction Act tice, see separate instructions. DETACH HERE Form 040 (2006) Department of the Treasury Internal

More information

Carol's Tax Return-2016 Tax Year. Part 2. Compute income tax

Carol's Tax Return-2016 Tax Year. Part 2. Compute income tax Turner School of Accountancy Chapter 1 and Chapter 2 Materials Page 1 Part 1. Complete Columns F,G,H. Part 2. Compute amount of tax due or refund Complete Form 1040, page 1 & 2, and Form 1040 Schedules

More information

COVER PAGE. Filing Checklist for 2014 Tax Return Filed On Standard Forms. Prepared on: 11/05/ :49:43 am

COVER PAGE. Filing Checklist for 2014 Tax Return Filed On Standard Forms. Prepared on: 11/05/ :49:43 am COVER PAGE Filing Checklist for 214 Tax Return Filed On Standard Forms Prepared on: 11/5/215 5:49:43 am Return: :\IAG\Presentations\Self-Employment Child Support 11515\Jim Fardashian 214 Tax Return.T14

More information

status: Single n X Married filing jointly Married filing separately Head of household Qualifying widow(er)

status: Single n X Married filing jointly Married filing separately Head of household Qualifying widow(er) Department of the Treasury - Internal Revenue Service (99) 1040 OMB No. 1545-0074 U.S. Individual Income Tax Return 2018 Filing status: Single n X Married filing jointly Married filing separately Head

More information

Filing Instructions. Amount to be refunded to you...$ 5,056

Filing Instructions. Amount to be refunded to you...$ 5,056 Prepared for: Filing Instructions Prepared by: Stephen M. & Jaime M. Weinress Accounting Specialists, Inc. Po Box 773150 P.O. Box 1040 Steamboat Springs, CO 80477 Nederland, CO 80466 2016 U.S. INDIVIDUAL

More information

Form 8621 Increase in Tax and Interest Calculations

Form 8621 Increase in Tax and Interest Calculations PFIC Date holding period began 01/01/2012 applicable date 01/01/2012 Europe Index Mutual Fund 12/31/2015 Date holding period ended 1. 2. 3. 4. 5. 6. 7. Total current year distribution from Form 8621, line

More information

5 Qualifying widow(er) with dependent child 6a Yourself. If someone can claim you as a dependent, do not check box 6a...

5 Qualifying widow(er) with dependent child 6a Yourself. If someone can claim you as a dependent, do not check box 6a... Form 040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 204 OMB No. 545-0074 IRS Use Only Do not write or staple in this space. 0/0 0/0 4 For the year Jan. Dec.

More information

social security number relationship to you Add numbers on d Total number of exemptions claimed... lines above

social security number relationship to you Add numbers on d Total number of exemptions claimed... lines above Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2017 OMB. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,

More information

Appendix B Pali Rao, istockphoto

Appendix B Pali Rao, istockphoto Appendix B Pali Rao, istockphoto Tax Forms (Tax forms can be obtained from the IRS website: www.irs.gov) Form 1040 U.S. Individual Income Tax Return B-2 Schedule C Profit or Loss from Business B-4 Schedule

More information

City, town or post office, state, and ZIP code. If you have a foreign address, see page 14.

City, town or post office, state, and ZIP code. If you have a foreign address, see page 14. Form 1040 Label (See instructions on page 14.) Use the IRS label. Otherwise, please print or type. L E L H E R E Department of the Treasury Internal Revenue Service U.S. Individual Income Tax Return 2009

More information

JOSEPH COHEN If a joint return, spouse's first name and initial Last name Spouse's social security number

JOSEPH COHEN If a joint return, spouse's first name and initial Last name Spouse's social security number Department of the Treasury ' Internal Revenue Service (99) Form 1040 U.S. Individual Income Tax Return 2012 OMB No. 1545-0074 IRS Use Only ' Do not write or staple in this space. For the year Jan 1 - Dec

More information

Panex 1040 Individual - Spouse Home address (number and street). If you have a P.O. box, see instructions.

Panex 1040 Individual - Spouse Home address (number and street). If you have a P.O. box, see instructions. Form 4 Department of the Treasury ' Internal Revenue Service (99) U.S. Individual Income Tax Return For the year Jan. - Dec.,, or other tax year beginning,, ending Your first name and initial OMB No. 545-74

More information

Section 1202 Qualified Small Business Stock: Maximizing Tax Advantages of Gain Exclusion and Deferral

Section 1202 Qualified Small Business Stock: Maximizing Tax Advantages of Gain Exclusion and Deferral Section 1202 Qualified Small Business Stock: Maximizing Tax Advantages of Gain Exclusion and Deferral THURSDAY, AUGUST 27, 2015, 1:00-2:50 pm Eastern IMPORTANT INFORMATION This program is approved for

More information

SCHEDULE C AUDIT RISKS

SCHEDULE C AUDIT RISKS 7/15/2017 SCHEDULE C AUDIT RISKS C. FORREST DAVIS, E.A. A LOOK AT TAX RETURNS (2014) 148.6M individual returns 63.7M Form 1040A and EZ 84.9M Form 1040 27.6M Schedule C or C-EZ 22.6M Schedule C 5.0M Sch

More information

Your first name and initial Last name Your social security number

Your first name and initial Last name Your social security number 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. Filing status: Single X Married filing

More information

5 Qualifying widow(er) (see instructions) 6a Yourself. If someone can claim you as a dependent, do not check box 6a...

5 Qualifying widow(er) (see instructions) 6a Yourself. If someone can claim you as a dependent, do not check box 6a... Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2017 OMB. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,

More information

Your first name and initial Last name Your social security number

Your first name and initial Last name Your social security number Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2018 OMB. 1545-0074 IRS Use Only Do not write or staple in this space. Filing status: Single Married

More information

COVER PAGE. Filing Checklist For 2008 Tax Return Filed On Standard Forms. Prepared on: 01/13/ :55:49 am

COVER PAGE. Filing Checklist For 2008 Tax Return Filed On Standard Forms. Prepared on: 01/13/ :55:49 am COVER PAGE Filing Checklist For 28 Tax Return Filed On Standard Forms Prepared on: 1/13/29 12:55:49 am Return: C:\Documents and Settings\Owner.gateway\My Documents\TaxCut\Donna Harp 28 Tax Return.T8 To

More information

DUAL-STATUS RETURN U.S. Nonresident Alien Income Tax Return LEE F DUT X. MN Foreign province/county

DUAL-STATUS RETURN U.S. Nonresident Alien Income Tax Return LEE F DUT X. MN Foreign province/county DUAL-STATUS RETURN U.S. Nonresident Alien Income Tax Return OMB No. 1545-0074 For the year January 1-December 31, 2011, or other tax year Department of the Treasury Internal Revenue Service beginning,

More information

U.S. Nonresident Alien Income Tax Return

U.S. Nonresident Alien Income Tax Return Form 1040NR Department of the Treasury Internal Revenue Service U.S. Nonresident Alien Income Tax Return Information about Form 1040NR and its separate instructions is at www.irs.gov/form1040nr. For the

More information

U.S. Return of Partnership Income

U.S. Return of Partnership Income Form 1065 U.S. Return of Partnership Income Department of the Treasury For calendar year 2008, or tax year beginning, ending. Internal Revenue Service See separate instructions. OMB No. 1545-0099 A Principal

More information

1040 U.S. Individual Income Tax Return 2011

1040 U.S. Individual Income Tax Return 2011 F or Department of the Treasury Internal Revenue Service (99) 14 U.S. Individual Income Tax Return 211 m OMB. 1545-74 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31, 211,

More information

a Taxable interest. Attach Schedule B if required... 8a b Tax-exempt interest. Do not include on line 8a...

a Taxable interest. Attach Schedule B if required... 8a b Tax-exempt interest. Do not include on line 8a... Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2017 OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,

More information

, ending. child tax credit (1) First name Last name

, ending. child tax credit (1) First name Last name Department of the Treasury Internal Revenue Service (99) 1040 U.S. Individual Income Tax Return 2016 OMB No. 1545-0074 For the year Jan. 1-Dec. 31, 2016, or other tax year beginning, ending Form Your first

More information

Homer J. Sampson If a joint return, spouse's first name and initial Last name Spouse's social security number

Homer J. Sampson If a joint return, spouse's first name and initial Last name Spouse's social security number Department of the Treasury ' Internal Revenue Service (99) Form 1040 U.S. Individual Income Tax Return 2017 OMB. 1545-0074 IRS Use Only ' Do not write or staple in this space. For the year Jan. 1 - Dec.

More information

U.S. Individual Income Tax Return 2013 OMB No IRS Use Only- Do not write or staple in this space.

U.S. Individual Income Tax Return 2013 OMB No IRS Use Only- Do not write or staple in this space. Department of the Treasury - Internal Revenue Service (99) 11 040 U.S. Individual Income Tax Return 2013 OMB No. 1545-0074 IRS Use Only- Do not write or staple in this space. For the year Jan. 1-Dec. 31,

More information

Certain Cash Contributions for Typhoon Haiyan Relief Efforts in the Philippines Can Be Deducted on Your 2013 Tax Return

Certain Cash Contributions for Typhoon Haiyan Relief Efforts in the Philippines Can Be Deducted on Your 2013 Tax Return Certain Cash Contributions for Typhoon Haiyan Relief Efforts in the Philippines Can Be Deducted on Your 2013 Tax Return A new law allows you to choose to deduct certain charitable contributions of money

More information

U.S. Nonresident Alien Income Tax Return

U.S. Nonresident Alien Income Tax Return Form 1040NR U.S. Nonresident Alien Income Tax Return OMB No. 1545-0074 For the year January 1 December 31, 2011, or other tax year Department of the Treasury Internal Revenue Service beginning, 2011, and

More information

See separate instructions. Your social security number GREEN BEAN If a joint return, spouse's first name and initial

See separate instructions. Your social security number GREEN BEAN If a joint return, spouse's first name and initial Form Department of the Treasury - Internal Revenue Service (99) 1040 U.S. Individual Income Tax Return OMB. 1545-0074 For the year Jan. 1-Dec. 31,, or other tax year beginning,, ending, 0 Your first name

More information

U.S. Nonresident Alien Income Tax Return

U.S. Nonresident Alien Income Tax Return Form 14NR Department of the Treasury Internal Revenue Service Please print or type U.S. Nonresident Alien Income Tax Return Information about Form 14NR and its separate instructions is at www.irs.gov/form14nr.

More information

TAX PRIMER FOR PARENTS COMPLETING A PFS

TAX PRIMER FOR PARENTS COMPLETING A PFS TAX PRIMER FOR PARENTS Use this primer to get an understanding of which few tax forms will be most helpful to you as you complete your PFS. This primer doesn t provide an overview of every possible tax

More information

2007 Federal Tax Return Summary Important: Your taxes are not finished until all required steps are completed.

2007 Federal Tax Return Summary Important: Your taxes are not finished until all required steps are completed. 2007 Federal Tax Return Summary Important: Your taxes are not finished until all required steps are completed. Samuel P & Felicity Q Taxpayer 789 Tuxedo Drive Bronxville, NY 10708 Balance Your federal

More information

Bob Smith Betty Smith Home address (number and street). If you have a P.O.box, see instructions. J Important!

Bob Smith Betty Smith Home address (number and street). If you have a P.O.box, see instructions. J Important! Presidential Lakeview WA 99999 Election Campaign Note: Checking Yes will not change your tax or reduce your refund. You Spouse (See instructions.) A Do you, or your spouse if filing a joint return, want

More information

TAX PRIMER FOR PARENTS COMPLETING A PFS

TAX PRIMER FOR PARENTS COMPLETING A PFS FOR PARENTS Use this primer to get an understanding of which few tax forms will be most helpful to you as you complete your PFS. This primer doesn t provide an overview of every possible tax form you might

More information

COVER PAGE. Filing Checklist For 2009 Tax Return Filed On Standard Forms. Prepared on: 12/01/ :27:26 pm

COVER PAGE. Filing Checklist For 2009 Tax Return Filed On Standard Forms. Prepared on: 12/01/ :27:26 pm COVER PAGE Filing Checklist For 29 Tax Return Filed On Standard Forms Prepared on: 12/1/21 11:27:26 pm Return: C:\Users\Aarons\Documents\HRBlock\MARVIN HALL 1 29 Tax Return.T9 To file your 29 tax return,

More information

Audit Survey of Business Circumstances

Audit Survey of Business Circumstances Richland County Business Service Center 2020 Hampton Street, Suite 1050 Phone: (803) 576-2287 P.O. Box 192 Fax: (803) 576-2289 Columbia, SC 29202 bsc@rcgov.us http://www.rcgov.us/bsc Audit Survey of Business

More information

U.S. Nonresident Alien Income Tax Return. Of what country were you a citizen or national during the tax year?

U.S. Nonresident Alien Income Tax Return. Of what country were you a citizen or national during the tax year? 1040NR U.S. nresident Alien Income Tax Return OMB. 1545-0089 2002 Form For the year January 1 December 31, 2002, or other tax year Department of the Treasury Internal Revenue Service beginning, 2002, and

More information

IRS e-file Signature Authorization

IRS e-file Signature Authorization Form 8879 Department of the Treasury Internal Revenue Service IRS e-file Signature Authorization Don't send to the IRS. This isn't a tax return. Keep this form for your records. Information about Form

More information

DO NOT FILE THIS FORM IN 2019 WITH YOUR TAX RETURN

DO NOT FILE THIS FORM IN 2019 WITH YOUR TAX RETURN THIS FORM IN 2019 WITH YOUR TAX RETURN This IRS Tax Form is ONLY A DRAFT for 2019. This form will most likely be changed before its final version is ready to be used in 2019 with your 2018 Tax Return.

More information

File by Mail Instructions for your 2017 Federal Tax Return Important: Your taxes are not finished until all required steps are completed.

File by Mail Instructions for your 2017 Federal Tax Return Important: Your taxes are not finished until all required steps are completed. File by Mail Instructions for your 2017 Federal Tax Return Important: Your taxes are not finished until all required steps are completed. calvin & kerty L Satur 1651 Deer Run Dr. Burlington, KY 41005 Balance

More information

CHAPTER 2 GROSS INCOME AND EXCLUSIONS

CHAPTER 2 GROSS INCOME AND EXCLUSIONS Solutions for Questions and Problems Chapter 2 39 CHAPTER 2 GROSS INCOME AND EXCLUSIONS Group 1 - Multiple Choice Questions 1. C (Section 2.1) 8. C (Section 2.6) 2. C (Section 2.1) 9. B (Section 2.7) 3.

More information

The Oliver Elsworth Revocable Trust. 169 East Flagler Street [Suite 800] Miami FL

The Oliver Elsworth Revocable Trust. 169 East Flagler Street [Suite 800] Miami FL Form A B G Department of the Treasury Internal Revenue Service 141 U.S. Income Tax Return for Estates and Trusts X X Sign Here Check all that apply: Decedent's estate Simple trust Complex trust Qualified

More information

MARIE EXTENDED QUINCY & THOMAS MORRISON 3300 BOWIE DR EUGENE, OR INCOME TAX RETURN

MARIE EXTENDED QUINCY & THOMAS MORRISON 3300 BOWIE DR EUGENE, OR INCOME TAX RETURN MARIE EXTENDED QUINCY & THOMAS MORRISON 3300 BOWIE DR EUGENE, OR 97401 2017 INCOME TAX RETURN PRACTICE LAB 15 PRACTICE LAB WAY WASHINGTON DC 20005 (202) 202-2022 MARIE EXTENDED A QUINCY & THOMAS MORRISON

More information

If a joint return, spouse s first name and initial Last name Spouse s social security number

If a joint return, spouse s first name and initial Last name Spouse s social security number Form Department of the Treasury Internal Revenue Service 1040A U.S. Individual Income Tax Return (99) 2016 Your first name and initial Last name IRS Use Only Do not write or staple in this space. OMB No.

More information

Do your taxes online with H&R Block. Do your taxes online with H&R Block. Do your taxes online with H&R Block.

Do your taxes online with H&R Block. Do your taxes online with H&R Block. Do your taxes online with H&R Block. Send Friend (2004) FDFRNDOL-1WV 1.0 Send a friend to us. We'll thank you both with cash! 5 for you. 10 for your friend! Easy-to-follow instructions: 1. 2. 3. Give one of the forms below to a friend and

More information

PROSHARES SAMPLE TAX PACKAGE 7501 WISCONSIN AVE SUITE 1000 BETHESDA, MD PROSHARES. K-1 Account Number:

PROSHARES SAMPLE TAX PACKAGE 7501 WISCONSIN AVE SUITE 1000 BETHESDA, MD PROSHARES. K-1 Account Number: PROSHARES 750 WISCONSIN AVE SUITE 000 BETHESDA, MD 2084 PROSHARES K- Account Number: 207 SCHEDULE K- SUPPLEMENTAL INFORMATION % of the amount of interest income included on your Schedule K- is from US

More information

CHAPTER 2 GROSS INCOME AND EXCLUSIONS

CHAPTER 2 GROSS INCOME AND EXCLUSIONS Solutions for Questions and Problems Chapter 2 39 CHAPTER 2 GROSS INCOME AND ECLUSIONS Group 1 - Multiple Choice Questions 1. C (Section 2.1) 8. C (Section 2.6) 2. C (Section 2.1) 9. B (Section 2.7) 3.

More information

CHAPTER 2 GROSS INCOME AND EXCLUSIONS

CHAPTER 2 GROSS INCOME AND EXCLUSIONS CHAPTER 2 GROSS INCOME AND EXCLUSIONS Group 1 Multiple Choice Questions 1. C (LO 2.1) 2. C (LO 2.1) 3. A (LO 2.1) 4. D (LO 2.1) 5. B (LO 2.1) 6. C $500 x 20% (LO 2.2) 7. A (LO 2.2) 8. C $120 x 12 (LO 2.3)

More information

EFG Tax Return(s)

EFG Tax Return(s) Caution: Forms printed from within Adobe Acrobat products may not meet IRS or state taxing agency specifications. When using Acrobat 5.x products, uncheck the "Shrink oversized pages to paper size" and

More information

Form 8621 PFIC Reporting: Navigating the Complex IRS Passive Foreign Investment Company Rules

Form 8621 PFIC Reporting: Navigating the Complex IRS Passive Foreign Investment Company Rules Form 8621 PFIC Reporting: Navigating the Complex IRS Passive Foreign Investment Company Rules FOR LIVE PROGRAM ONLY THURSDAY, JANUARY 18, 2018, 1:00-2:50 pm Eastern IMPORTANT INFORMATION FOR THE LIVE PROGRAM

More information

Tax Strategies Sales Kit

Tax Strategies Sales Kit Tax Strategies Sales Kit - Pick up kids - Social media updates -Webinar To Do: - Client tax reviews - Send prospecting emails 1040 Overlay Guide Tax Planning/ Policy Review Checklist The Power of Tax Deferral

More information

IMPORTANT INFORMATION FOR THE LIVE PROGRAM

IMPORTANT INFORMATION FOR THE LIVE PROGRAM FOR LIVE PROGRAM ONLY Form 8621 PFIC Reporting: Navigating the Highly Complex IRS Passive Foreign Investment Company Rules Determining Which Assets Require PFIC Reporting, Calculating Tax and Interest,

More information

1040 U.S. Individual Income Tax Return 2008

1040 U.S. Individual Income Tax Return 2008 - Internal Revenue Service Form (99) IRS Use Only-Do not write or staple in this space. Lael Filing Status 00 U.S. Individual Income Tax Return 008 L Your first name and initial Last name (See instructions

More information

Tax Strategies SALES KIT. In this kit: 1040 overlay guide Tax strategy guides Consumer brochures

Tax Strategies SALES KIT. In this kit: 1040 overlay guide Tax strategy guides Consumer brochures Tax Strategies SALES KIT In this kit: 1040 overlay guide Tax strategy guides Consumer brochures PINNEYINSURANCE.COM 800-823-4852 2266 LAVA RIDGE COURT ROSEVILLE, CA 95661 TAXES AFFECT EVERYONE INCOME LATER

More information

Guy Wilcox, CPA 2270 Castle Lake Drive Tyrone, GA HAROLD D and JESSICA R ROBBINS 2701 MARYLN PORT NECHES, TX 77651

Guy Wilcox, CPA 2270 Castle Lake Drive Tyrone, GA HAROLD D and JESSICA R ROBBINS 2701 MARYLN PORT NECHES, TX 77651 Guy Wilcox, CPA 7 Castle Lake Drive Tyrone, GA 9 HAROLD D and JESSICA R ROBBINS 71 MARYLN PORT NECHES, TX 77651 17 Individual Return prepared for: HAROLD D and JESSICA R ROBBINS 71 MARYLN PORT NECHES,

More information

SOLUTIONS FOR QUESTIONS AND PROBLEMS

SOLUTIONS FOR QUESTIONS AND PROBLEMS Solutions for Questions and Problems Chapter 1 25 SOLUTIONS FOR QUESTIONS AND PROBLEMS 26 Chapter 1 The Individual Income Tax Return Solutions for Questions and Problems Chapter 1 27 CHAPTER 1 THE INDIVIDUAL

More information

DIVISION OF REVENUE AND TAXATION COMMONWEALTH OF THE NORTHERN MARIANA ISLANDS CNMI Nonresident Alien Income Tax Return

DIVISION OF REVENUE AND TAXATION COMMONWEALTH OF THE NORTHERN MARIANA ISLANDS CNMI Nonresident Alien Income Tax Return Form 040NR-CM DIVISION OF REVENUE AND TAXATION COMMONWEALTH OF THE NORTHERN MARIANA ISLANDS CNMI Nonresident Alien Income Tax Return For the year January December 3, 03, or other tax year beginning, 03,

More information

Prepare, print, and e-file your federal tax return for free!

Prepare, print, and e-file your federal tax return for free! Prepare, print, and e-file your federal tax return for free! www.freetaxusa.com Form 1040X (Rev. January 2018) Department of the Treasury Internal Revenue Service Amended U.S. Individual Income Tax Return

More information

Go to for instructions and the latest information.

Go to   for instructions and the latest information. Form 990-T Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e)) For calendar year 2017 or other tax year beginning, and ending. Department of the Treasury Go to www.irs.gov/form990t

More information

A & B Office. Education Benefits. A Self-Improvement Mini-Course. Student Loan Interest & Education Expenses. Income Tax Training School

A & B Office. Education Benefits. A Self-Improvement Mini-Course. Student Loan Interest & Education Expenses. Income Tax Training School A & B Office Income Tax Training School Education Benefits Student Loan Interest & Education Expenses Key Features: Learn how to properly calculate education expenses. Step-by-step description of the education

More information

Do Not File. Page 1 of 1. Jean Pierre Jammet 1805 grand av, Apt. B Santa Barbara, CA 93103

Do Not File. Page 1 of 1. Jean Pierre Jammet 1805 grand av, Apt. B Santa Barbara, CA 93103 Electronic Filing Instructions for your 2008 Federal Tax Return Important: Your taxes are not finished until all required steps are completed. Jean Pierre Jammet 1805 grand av, Apt. B Santa Barbara, CA

More information

Make sure the SSN(s) above 6?5 OAf( STREF:T.. and on line 6c are correct. I Apt. no. b Taxable amount

Make sure the SSN(s) above 6?5 OAf( STREF:T.. and on line 6c are correct. I Apt. no. b Taxable amount 4-28 216 Individual Income Taxes/Solutions Manual 58. F 14 ' m Department otthe Treasury-lntemal Revenue Service (99) 12 141 I u.s. Individual Income Tax Return OM No. 1545-74 IRS Use Only-Do not write

More information

1040 U.S. Individual Income Tax Return

1040 U.S. Individual Income Tax Return Form Department of the Treasury - Internal Revenue Service 040 U.S. Individual Income Tax Return Lael (See instructions) Use the IRS lael. Otherwise, please print or type. L A B L H R Presidential lection

More information

I Detach Here and Mail With Your Payment I 1, JOSEPH H WALKER INTERNAL REVENUE SERVICE PO BOX SAN FRANCISCO CA

I Detach Here and Mail With Your Payment I 1, JOSEPH H WALKER INTERNAL REVENUE SERVICE PO BOX SAN FRANCISCO CA Calendar Year ' I Detach Here and Mail With Your Payment I Internal Revenue Service Due Form 1040-ES Payment Voucher 1 04/18/2016 2016 File only if you are making a payment of estimated tax by check or

More information

or separation i-- (see instructions)

or separation i-- (see instructions) MCMULLIN 10/07/2014 11:40 AM I 1040 Department of the Treasury-Internal Revenue Service (99) U.S. Individual Income Tax Return 2013 0MB No. 1545-0074 IRS Use Onl -Do not wrrte or staple in this space.

More information

Econ 138A - Fall 2014 Answers for Case Study Tex Payer Tax Return

Econ 138A - Fall 2014 Answers for Case Study Tex Payer Tax Return Econ A - Fall 01 Answers for Case Study Tex Payer - 01 Tax Return Question a) Answer a): Why is there no form for the California muni interest? Since municipal interest is nontaxale for federal, the IRS

More information

Total Tax If you have church employee income, see page 2 of the instructions before you begin.

Total Tax If you have church employee income, see page 2 of the instructions before you begin. Form 00-SS U.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico) Virgin Islands, Guam, American Samoa, the Commonwealth of the Northern Department

More information

Fellowship/Assistantship only - Example A Explanation of Information

Fellowship/Assistantship only - Example A Explanation of Information Example A Page 1 of 12 Fellowship/Assistantship only - Example A Explanation of Information U.S. (or resident alien for tax purposes) graduate student has 6000 and/or 6002 fellowships/ assistantships for

More information

Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e))

Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e)) 5/14/218 2:18:46 PM 1 216 Return Temple University - Of the Commonwealth Form 99-T PUBLIC DISCLOSURE COPY Exempt Organization Business Income Tax Return (and proxy tax under section 633(e)) OMB No. 1545-687

More information

CHAPTER 2 GROSS INCOME AND EXCLUSIONS

CHAPTER 2 GROSS INCOME AND EXCLUSIONS Solutions for Questions and Problems Chapter 2 37 CHAPTR 2 GROSS INCOM AND XCLUSIONS Group 1 - Multiple Choice Questions 1. C (Section 2.1) 8. C (Section 2.6) 2. C (Section 2.1) 9. B (Section 2.7) 3. B

More information

UNDERWRITING THE SELF-EMPLOYED BORROWER

UNDERWRITING THE SELF-EMPLOYED BORROWER UNDERWRITING THE SELF-EMPLOYED BORROWER 2014 www.archmicu.com 2015 Arch Mortgage Insurance Company 114-11-14-CU Table of Contents Introduction Automated Underwriting & the Self-Employed Borrower...1 Basic

More information

Tax Reporting SMD Graduate Students February 26, 2019 Detailed Examples

Tax Reporting SMD Graduate Students February 26, 2019 Detailed Examples Tax Reporting SMD Graduate Students February 26, 2019 Detailed Examples 2018 Tax Return Examples 2018 Tax Forms Received: 1 W-2 from hourly job a Box 1 (Wages, tips, other) = $2,000 b Box 2 (federal income

More information

Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e))

Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e)) 5/11/218 11:23: AM 1 217 Return YOUNG MEN'S CHRISTIAN ASSOCIATION Form 99-T PUBLIC DISCLOSURE COPY Exempt Organization Business Income Tax Return (and proxy tax under section 633(e)) OMB No. 1545-687 217

More information

Should you have any questions not addressed in this manual, please contact:

Should you have any questions not addressed in this manual, please contact: Property Tax Relief Program Manual Application Instructions THIS DOCUMNT IS FOR INFORMATIONA PURPOSS. IT IS NOT TH APPICATION. PAS DO NOT COMPT AND SND AS APPICATION. Fo r a n a p p l i c a t i o n, p

More information

IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31, 2004, or other tax year beginning

IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31, 2004, or other tax year beginning F or m Department of the Treasury Internal Revenue Service 14 U.S. Individual Income Tax Return 24 Label (See instructions.) Use the IRS label. Otherwise, please print or type. Presidential Election Campaign

More information

BUSINESS BASICS. Personnel Requirements, Tasks to perform, Job Description, Personnel Policy

BUSINESS BASICS. Personnel Requirements, Tasks to perform, Job Description, Personnel Policy BUSINESS BASICS 1. Getting Started Forms of Organization Licenses Required Permits Required Insurance 2. Operating Start from Scratch Part Time vs. Full Time Buying 3. Financing Types Costs Sources 4.

More information