streettracks Gold Trust 2007 Grantor Trust Tax Reporting Statement EIN:
|
|
- Bernadette Sims
- 5 years ago
- Views:
Transcription
1 streettracks Gold Trust 2007 Grantor Trust Tax Reporting Statement EIN: The following information is being provided to assist holders of the streettracks Gold Trust with reporting of their taxable income, expenses, gain or loss for the calendar year The example provided herein is based on a US individual holder who purchased its streettracks Gold Trust shares for cash. All holders should contact their own tax advisors as to the tax consequences of the information reported in streettracks Gold Trust Data below. TAXATION OF THE TRUST The streettracks Gold Trust is classified as a grantor trust, for US federal income tax purposes. As a result, the Trust itself will not be subject to US federal income tax. Instead, the Trust s income and expenses will flow through to the holders. TAXATION OF US INDIVIDUAL SHAREHOLDERS holders generally will be treated, for US federal income tax purposes, as if they directly owned a pro rata share of the underlying assets held in the Trust. holders also will be treated as if they directly received their respective pro rata shares of the Trust s income and proceeds, and directly incurred their pro rata share of the Trust s expenses. In the case of a holder that purchases s for cash, its initial tax basis in its pro rata shares of the assets held in the Trust at the time it acquires its s will be equal to its cost of acquiring the s. Most state and local tax authorities follow US Income tax rules in this regard. However, holders should contact their own tax advisors as to the state and local tax consequences of the information reported in streettracks Gold Trust Data.
2 streettracks Gold Trust Data Per Gold 01/02/ /03/ /04/ /05/ /08/ /09/ /10/ /11/ /12/ /16/ /17/ /18/ /19/ /22/ /23/ /24/ /25/ /26/ /29/ /30/ /31/ /01/ /02/ /05/ /06/ /07/ /08/ /09/ /12/ /13/ /14/ /15/ /16/ /20/ /21/ /22/ /23/ /26/ /27/ /28/ /01/ /02/ /05/ /06/ /07/ /08/ /09/ /12/ /13/ /14/ /15/
3 streettracks Gold Trust Data - Continued Per Gold 03/16/ /19/ /20/ /21/ /22/ /23/ /26/ /27/ /28/ /29/ /30/ /02/ /03/ /04/ /05/ /10/ /11/ /12/ /13/ /16/ /17/ /18/ /19/ /20/ /23/ /24/ /25/ /26/ /27/ /30/ /01/ /02/ /03/ /04/ /07/ /08/ /09/ /10/ /11/ /14/ /15/ /16/ /17/ /18/ /21/ /22/ /23/ /24/ /25/ /29/ /30/
4 streettracks Gold Trust Data - Continued Per Gold 05/31/ /01/ /04/ /05/ /06/ /07/ /08/ /11/ /12/ /13/ /14/ /15/ /18/ /19/ /20/ /21/ /22/ /25/ /26/ /27/ /28/ /29/ /02/ /03/ /04/ /05/ /06/ /09/ /10/ /11/ /12/ /13/ /16/ /17/ /18/ /19/ /20/ /23/ /24/ /25/ /26/ /27/ /30/ /31/ /01/ /02/ /03/ /06/ /07/ /08/ /09/
5 streettracks Gold Trust Data - Continued Per Gold 08/10/ /13/ /14/ /15/ /16/ /17/ /20/ /21/ /22/ /23/ /24/ /27/ /28/ /29/ /30/ /31/ /04/ /05/ /06/ /07/ /10/ /11/ /12/ /13/ /14/ /17/ /18/ /19/ /20/ /21/ /24/ /25/ /26/ /27/ /28/ /01/ /02/ /03/ /04/ /05/ /08/ /09/ /10/ /11/ /12/ /15/ /16/ /17/ /18/ /19/ /22/
6 streettracks Gold Trust Data - Continued Per Gold 10/23/ /24/ /25/ /26/ /29/ /30/ /31/ /01/ /02/ /05/ /06/ /07/ /08/ /09/ /12/ /13/ /14/ /15/ /16/ /19/ /20/ /21/ /22/ /23/ /26/ /27/ /28/ /29/ /30/ /03/ /04/ /05/ /06/ /07/ /10/ /11/ /12/ /13/ /14/ /17/ /18/ /19/ /20/ /21/ /24/ /26/ /27/ /28/ /31/ Totals
7 streettracks Gold Trust Data shows gold ounces acquired per streettracks Gold Trust (GLD) share purchased, gold sold (in ounces), proceeds, and expenses per streettracks Gold Trust (GLD ). Identify the date on which the holder purchased its streettracks Gold Trust (GLD) shares in the column labeled. The amount in the column labeled Gold Ounces per, represents the pro rata amount of gold, in ounces, that each GLD represents. Example: holder XYZ purchases 200 GLD shares on 1/31/2007 at a price of $50 per share for a total purchase price of $10,000. holder XYZ had no other purchases or sales of GLD shares during Step 1: Identify the shareholder s pro rata ownership of gold (in ounces). Identify holder XYZ s purchase date of 1/31/2007. In the column labeled, identify the pro rata amount of gold (i.e ounces per share) each GLD share represents on that date. For holder XYZ, total prorated amount of gold ounces owned for its 1/31/2007 purchase is ounces ( ozs per share multiplied by 200 shares purchased on 1/31/2007.) Note: This step should be completed for each date on which GLD shares were purchased. Step 2: Calculate the gold (in ounces) sold from holder XYZ s account during 2007 The gold ounces sold per share during 2007 includes the cumulative amounts of all gold sales for the period which includes the day after the purchase date of 1/31/2007 through the day before sale date. During 2007 the amount of gold sold after the 1/31/2007 purchase date is oz per share for a total of oz (based on the purchase of 200 shares). Step 3: Calculate cost of gold sold from holder s account Total Gold ozs sold (Step 2) X $10,000 = Gold ozs acquired (Step1) Cost of Gold sold = $ 34.75
8 Step 4: Calculate holder s gain or loss on gold sales for each lot purchased Identify all proceeds per share received by the Trust after holder XYZ s 1/31/2007 purchase date. During 2007, monthly sales for the period of 2/1/2007 through 12/29/2007 generated proceeds per share of $ Therefore, holder XYZ s gain or loss is determined as follows: Total Proceeds: $ per share X 200 shares = $ Less: Total cost of gold sold (Step 3) Total Reportable Gain $ (1040 Sch D,Part I) Step 5: Calculate holder s investment expenses On Schedule B, identify all expenses per share paid by the Trust after holder XYZ s 1/31/2007 purchase date. During 2007, the expenses were paid monthly and for the period of 2/1/2007 through 12/30/2007 amounted to $ per share. Therefore, holder XYZ s investment expenses: Investment $ Total s X 200 Total Investment Expense $ (1040 Sch A) Step 6: Calculate holder s Adjusted Gold held and Cost Basis Gold ounces Purchased on 1/31/2007 (Step 1) Less Gold ounces sold during 2007 (Step2) Adjusted holder s Gold ounces at 12/30/ oz oz oz Original Purchase Cost on 1/31/2007 $10, Less Cost of Gold Sold during 2007 (Step 3) Adjusted holder s basis at 12/30/2007 $ 9, holder s adjusted cost and gold ounces calculated in Step 6 are his/her adjusted basis for the 1/31/2007 purchase at the end of holders with several purchases should calculate gain, loss and adjusted basis separately for each purchased lot and then sum up the results of each lot to arrive at the net reportable gain or loss and the total investment expenses.
9 holders that purchased their shares in 2006, and made no other purchases, should calculate their adjusted cost basis, using the 2006 information, by following the same steps as in the example above. The adjusted cost basis should be used as the beginning cost for 2007 instead of the original purchase cost. holders with additional purchase in 2007 will have two cost lots to account for in The calculation of gains and losses will be affected by the cost basis method used to account for the sales.
streettracks Gold Trust 2005 Grantor Trust Tax Reporting Statement EIN:
streettracks Gold Trust 2005 Grantor Trust Tax Reporting Statement EIN: 816124035 The following information is being provided to assist holders of the streettracks Gold Trust with reporting of their taxable
More informationSPDR GOLD TRUST 2017 Grantor Trust Tax Reporting Statement EIN: CUSIP: 78463V 10 7 Ticker: GLD
SPDR GOLD TRUST 2017 Grantor Trust Tax Reporting Statement EIN: 816124035 CUSIP: 78463V 10 7 Ticker: GLD The following information is being provided to assist holders of the SPDR Gold Trust with reporting
More informationSPDR GOLD TRUST 2013 Grantor Trust Tax Reporting Statement EIN: CUSIP: 78463V 10 7 Ticker: GLD
SPDR GOLD TRUST 2013 Grantor Trust Tax Reporting Statement EIN: 816124035 CUSIP: 78463V 10 7 Ticker: GLD The following information is being provided to assist holders of the SPDR Gold Trust with reporting
More informationSPDR GOLD TRUST 2018 Grantor Trust Tax Reporting Statement EIN: CUSIP: 78463V 10 7 Ticker: GLD
SPDR GOLD TRUST 2018 Grantor Trust Tax Reporting Statement EIN: 816124035 CUSIP: 78463V 10 7 Ticker: GLD The following information is being provided to assist holders of the SPDR Gold Trust with reporting
More informationMerk Gold Trust 2014 Grantor Trust Tax Reporting Statement EIN: CUSIP: Ticker: OUNZ
Merk Gold Trust 2014 Grantor Trust Tax Reporting Statement EIN: 466582016 CUSIP: 590055109 Ticker: OUNZ The following information is being provided to assist holders of the Merk Gold Trust with reporting
More informationishares COMEX Gold Trust 2009 Grantor Trust Tax Reporting Statement EIN: Cusip: Ticker: IAU
ishares COMEX Gold Trust 2009 Grantor Trust Tax Reporting Statement EIN: 816124036 Cusip: 464285105 Ticker: IAU The following information is being provided to assist Shareholders of the ishares COMEX Gold
More informationishares Silver Trust
is Silver Trust EIN: 137474456 CUSIP: 46428Q109 Ticker: SLV The following information is being provided to assist holders of the is Silver Trust with reporting of their taxable income and expenses for
More informationishares Gold Trust 2013 Grantor Trust Tax Reporting Statement EIN: CUSIP: Ticker: IAU
is Gold Trust 2013 Grantor Trust Tax Reporting Statement EIN: 816124036 CUSIP: 464285105 Ticker: IAU Trustee: The Bank of New York Mellon 2 Hanson Place, 12th Floor Brooklyn, NY 11217 The following information
More informationishares Silver Trust 2015 Grantor Trust Tax Reporting Statement EIN: CUSIP: 46428Q109 Ticker: SLV
is Silver Trust 2015 Grantor Trust Tax Reporting Statement EIN: 137474456 CUSIP: 46428Q109 Ticker: SLV Trustee: The Bank of New York Mellon 2 Hanson Place, 9th Floor Brooklyn, NY 11217 The following information
More informationETFS Precious Metals Basket Trust 2015 Grantor Trust Tax Reporting Statement EIN: CUSIP: 26922W 109 Ticker: GLTR
ETFS Precious Metals Basket Trust 2015 Grantor Trust Tax Reporting Statement EIN: 27-2780294 CUSIP: 26922W 109 Ticker: GLTR The following information is being provided to assist holders of the ETFS Precious
More informationBitcoin Investment Trust
Bitcoin Investment Trust 2017 Grantor Trust Tax Information Statement EIN: 46-7019388 The following information is being provided to assist holders of the Bitcoin Investment Trust with reporting of their
More informationMESA OFFSHORE TRUST 2000 FEDERAL INCOME TAX INFORMATION
MESA OFFSHORE TRUST 2000 FEDERAL INCOME TAX INFORMATION (The Trust ) 2000 FEDERAL INCOME TAX INFORMATION Instructions for Schedules A, B, C & D Schedule A For Unit Holders who file income tax returns on
More informationTEL OFFSHORE TRUST. Federal Income Tax Information
2005 Federal Income Tax Information FEDERAL INCOME TAX INFORMATION Instructions for Schedules A, B and C Schedule A For Unit Holders who file income tax returns on the basis of the calendar year and the
More informationGulf Coast Ultra Deep Royalty Trust. Federal Income Tax Information
Gulf Coast Ultra Deep Royalty Trust 2013 Federal Income Tax Information FEDERAL INCOME TAX INFORMATION This booklet provides 2013 tax information which will allow Trust Unit Holders to determine their
More informationMESA OFFSHORE TRUST FEDERAL INCOME TAX INFORMATION
MESA OFFSHORE TRUST 2009 FEDERAL INCOME TAX INFORMATION (The Trust ) 2009 FEDERAL INCOME TAX INFORMATION This booklet provides 2009 tax information which will allow Unit Holders to determine their pro
More informationSan Juan Basin Royalty Trust
San Juan Basin Royalty Trust 300 West Seventh Street, Suite B Fort Worth, Texas 76102 Telephone: 866/809-4553 Website: www.sjbrt.com January 31, 2012 IMPORTANT TAX INFORMATION To Unit holders: We enclose
More informationSan Juan Basin Royalty Trust
San Juan Basin Royalty Trust 300 West Seventh Street, Suite B Fort Worth, Texas 76102 Telephone: (866) 809-4553 Website: www.sjbrt.com January 31, 2013 IMPORTANT TAX INFORMATION To Unit holders: We enclose
More informationSan Juan Basin Royalty Trust
San Juan Basin Royalty Trust 2525 Ridgmar Boulevard, Suite 100 Fort Worth, Texas 76116 Telephone 866/809-4553 January 31, 2004 IMPORTANT TAX INFORMATION TO UNIT HOLDERS: We enclose the following material
More informationMetLife, Inc. EIN: Distribution of Brighthouse Financial, Inc. Common Stock Attachment to Form 8937
MetLife, Inc. EIN: 13-4075851 Distribution of Brighthouse Financial, Inc. Common Stock Attachment to Form 8937 THE FOLLOWING DISCUSSION IS A SUMMARY OF MATERIAL U.S. FEDERAL INCOME TAX BASIS CONSEQUENCES
More informationSan Juan Basin Royalty Trust
San Juan Basin Royalty Trust 300 West Seventh Street, Suite B Fort Worth, Texas 76102 Telephone toll-free: 1-866-809-4553 Website: www.sjbrt.com January 31, 2019 IMPORTANT TAX INFORMATION To Unit holders:
More informationSan Juan Basin Royalty Trust
San Juan Basin Royalty Trust 2525 Ridgmar Boulevard, Suite 100 Fort Worth, Texas 76116 Telephone 866/809-4553 Website: www.sjbrt.com January 31, 2007 IMPORTANT TAX INFORMATION TO UNIT HOLDERS: We enclose
More informationIMPORTANT CALENDAR YEAR 2017 TAX RETURN GUIDE
IMPORTANT CALENDAR YEAR 2017 TAX RETURN GUIDE MESABI TRUST Deutsche Bank Trust Company Americas, Corporate Trustee c/o DB Services America, Inc. Attn: Tax Operations 5022 Gate Parkway, Suite 200 Jacksonville,
More informationResCap Liquidating Trust. Q Tax Information Letter
ResCap Liquidating Trust Q2 2018 Tax Information Letter 1 Tax Information Letter As of June 30, 2018 2018 ESTIMATED TAX ITEMS This Tax Information Letter provides information regarding the estimated Trust
More informationFEB
2007 22FEB2008084453 Permian Basin Royalty Trust 901 Main Street, Suite 1700 Post Office Box 830650 Dallas, Texas 75283-0650 Telephone Toll-Free 1-877-228-5085 February 18, 2008 IMPORTANT TAX INFORMATION
More informationTEL OFFSHORE TRUST. Federal Income Tax Information
2009 Federal Income Tax Information FEDERAL INCOME TAX INFORMATION This booklet provides 2009 tax information which will allow Unit Holders to determine their pro rata share of income and deductions attributable
More informationIMPORTANT CALENDAR YEAR 2012 TAX RETURN GUIDE
IMPORTANT CALENDAR YEAR 2012 TAX RETURN GUIDE MESABI TRUST Deutsche Bank Trust Company Americas, Corporate Trustee c/o DB Services Americas, Inc. 5022 Gate Parkway, Suite 200 MS: JCK01-0218 Jacksonville,
More informationWhiting USA Trust II Federal Income Tax Information
2017 Federal Income Tax Information Whiting USA Trust II C/O The Bank of New York Mellon Trust Company, N. A. 919 Congress Ave., Suite 500 Austin, TX 78701 January 1, 2018 To Present and Former Unitholders:
More informationU.S. shareholders are advised to consult with their tax advisors with respect to the 2017 PFIC Annual Information Statement.
AIRCASTLE ADVISOR LLC 201 Tresser Boulevard Suite 400 STAMFORD, CT 06901 TEL 203-504-1020 March 27, 2018 Attention: U.S. Shareholders of Aircastle Limited IMPORTANT TAX NOTICE Re: 2017 PFIC Status This
More informationMESA ROYALTY TRUST FEDERAL INCOME TAX INFORMATION
MESA ROYALTY TRUST 1999 FEDERAL INCOME TAX INFORMATION FEDERAL INCOME TAX INFORMATION Instructions for Schedules A, B and C Schedule A For Certificate Holders who file income tax returns on the basis of
More informationWhiting USA Trust I Federal Income Tax Information
2011 Federal Income Tax Information Whiting USA Trust I C/O The Bank of New York Mellon Trust Company, N. A. 919 Congress Ave., Suite 500 Austin, TX 78701 January 1, 2012 To Present and Former Unitholders:
More informationTAX INFORMATION 2011
5JAN201215452948 TAX INFORMATION This booklet contains tax information relevant to ownership of Units of Sabine Royalty Trust and should be retained. (This page intentionally left blank.) To Unit Holders:
More informationTAX INFORMATION 2017
5JAN201215452948 TAX INFORMATION This booklet contains tax information relevant to ownership of Units of Sabine Royalty Trust and should be retained. (This page has been left blank intentionally.) SABINE
More informationSan Juan Basin Royalty Trust
San Juan Basin Royalty Trust 2525 Ridgmar Boulevard Fort Worth, Texas 76116 Telephone 866/809-4553 January 31, 2003 IMPORTANT TAX INFORMATION TO UNIT HOLDERS: We enclose the following material which provides
More information(This page has been left blank intentionally.)
2016 9FEB2017150852 (This page has been left blank intentionally.) Permian Basin Royalty Trust 2911 Turtle Creek Boulevard Suite 850 Dallas, Texas 75219 Telephone Toll-Free 1-855-588-7839 February 17,
More informationIMPORTANT CALENDAR YEAR 2017 TAX RETURN GUIDE
IMPORTANT CALENDAR YEAR 2017 TAX RETURN GUIDE MESABI TRUST Deutsche Bank Trust Company Americas, Corporate Trustee c/o DB Services America, Inc. Attn: Tax Operations 5022 Gate Parkway, Suite 200 Jacksonville,
More informationTAX INFORMATION 2012
6JAN201216425216 TAX INFORMATION 2012 This booklet contains tax information relevant to ownership of Units of Hugoton Royalty Trust and should be retained. (This page intentionally left blank.) Hugoton
More informationTAX INFORMATION 2012
6JAN201217025633 TAX INFORMATION 2012 This booklet contains tax information relevant to ownership of Units of Cross Timbers Royalty Trust and should be retained. (This page intentionally left blank.) Cross
More informationFEB
2018 16FEB2019081321 (This page has been left blank intentionally.) Permian Basin Royalty Trust 2911 Turtle Creek Boulevard Suite 850 Dallas, Texas 75219 Telephone Toll-Free 1-855-588-7839 February 28,
More informationImportant U.S. Federal Income Tax Information for Shareholders Concerning the. Halyard Health, Inc. Stock Distribution
November 11, 2014 Dear Shareholder, Important U.S. Federal Income Tax Information for Shareholders Concerning the Halyard Health, Inc. Stock Distribution On October 31, 2014 (the Distribution Date ), Kimberly-Clark
More informationQ16. How does the section 163(j) limitation apply to a consolidated group of corporations?
... . 1 A partner carries forward its share of excess business interest expense. In a succeeding taxable year, a partner may treat its excess business interest expense as business interest expense paid
More informationJAN
2017 27JAN2018172321 (This page has been left blank intentionally.) Permian Basin Royalty Trust 2911 Turtle Creek Boulevard Suite 850 Dallas, Texas 75219 Telephone Toll-Free 1-855-588-7839 February 6,
More informationImportant Tax Notice to U.S. Investors
Important Tax Notice to U.S. Investors This statement is provided for Investors who are United States persons for purposes of the U.S. Internal Revenue Code of 1986, as amended ( IRC ) and the regulations
More informationTAX INFORMATION 2013
6JAN201217025633 TAX INFORMATION 2013 This booklet contains tax information relevant to ownership of Units of Cross Timbers Royalty Trust and should be retained. (This page intentionally left blank.) Cross
More informationApplication for Research and Development Expenses Tax Credit. Trading As Fiscal Year Filer to
VIRGINIA Form RDC Name Application for Research and Development Expenses Tax Credit FEIN Tax Year Submit this form by April 1. This credit must be approved before being claimed on your return. See instructions
More informationTAX INFORMATION 2017
6JAN201216425216 TAX INFORMATION 2017 This booklet contains tax information relevant to ownership of Units of Hugoton Royalty Trust and should be retained. (This page has been left blank intentionally.)
More informationImportant Tax Notice to U.S. Investors
Important Tax Notice to U.S. Investors This statement is provided to shareholders who are United States persons for purposes of the U.S. Internal Revenue Code of 1986, as amended ( IRC ) and the regulations
More informationTAX INFORMATION 2014
6JAN201217025633 TAX INFORMATION 2014 This booklet contains tax information relevant to ownership of Units of Cross Timbers Royalty Trust and should be retained. (This page intentionally left blank.) Cross
More informationTAX INFORMATION 2017
6JAN201217025633 TAX INFORMATION 2017 This booklet contains tax information relevant to ownership of Units of Cross Timbers Royalty Trust and should be retained. (This page has been left blank intentionally.)
More informationTAX INFORMATION 2017
6JAN201217025633 TAX INFORMATION 2017 This booklet contains tax information relevant to ownership of Units of Cross Timbers Royalty Trust and should be retained. Cross Timbers Royalty Trust Post Office
More informationWhiting USA Trust I Federal Income Tax Information. Final Tax Information
2015 Federal Income Tax Information Final Tax Information Whiting USA Trust I C/O The Bank of New York Mellon Trust Company, N. A. 919 Congress Ave., Suite 500 Austin, TX 78701 Important 2015 Income Tax
More informationGulf Coast Ultra Deep Royalty Trust. Federal Income Tax Information
Gulf Coast Ultra Deep Royalty Trust 2015 Federal Income Tax Information FEDERAL INCOME TAX INFORMATION This booklet provides 2015 tax information which will allow Trust Unit Holders to determine their
More informationTAX INFORMATION 2018
6JAN201217025633 TAX INFORMATION 2018 This booklet contains tax information relevant to ownership of Units of Cross Timbers Royalty Trust and should be retained. (This page has been left blank intentionally.)
More informationGulf Coast Ultra Deep Royalty Trust. Federal Income Tax Information
Gulf Coast Ultra Deep Royalty Trust 2017 Federal Income Tax Information FEDERAL INCOME TAX INFORMATION This booklet provides 2017 tax information which will allow Trust Unit Holders to determine their
More informationGulf Coast Ultra Deep Royalty Trust. Federal Income Tax Information
Gulf Coast Ultra Deep Royalty Trust 2018 Federal Income Tax Information FEDERAL INCOME TAX INFORMATION This booklet provides 2018 tax information which will allow Trust Unit Holders to determine their
More informationBP Prudhoe Bay Royalty Trust 2006 Tax Information Booklet
BP Prudhoe Bay Royalty Trust 2006 Tax Information Booklet IMPORTANT: This booklet contains Income Tax Reporting Information. The Bank of New York Corporate Trust Trustee Administration 101 Barclay Street
More informationDISTRIBUTION PLANNING
DISTRIBUTION PLANNING In 5 Easy Steps 2.5 Million Baby Boomers Will Turn Age 70 in 2016 Get the Definitive Guide to RMD Planning at: www.irahelp.com/rmd-guide Calculating the Pro-Rata Rule in 5 Easy Steps
More informationImportant U.S. Federal Income Tax Information for Stockholders Concerning the Nuvectra Corporation Common Stock Distribution
Important U.S. Federal Income Tax Information for Stockholders Concerning the Nuvectra Corporation Common Stock Distribution March 18, 2016 Dear Stockholder, On February 23, 2016, the Board of Directors
More informationNYSE LIFFE US NOTICE No. 6/2014
NYSE LIFFE US NOTICE No. 6/2014 ISSUE DATE: March 6, 2014 EFFECTIVE DATE: April 1, 2014 Renewal of the Designated Market Maker Program for Precious Metals Futures Summary This Notice announces that the
More informationMESA ROYALTY TRUST FEDERAL INCOME TAX INFORMATION
MESA ROYALTY TRUST 2006 FEDERAL INCOME TAX INFORMATION MESA ROYALTY TRUST (The Trust ) 2006 FEDERAL INCOME TAX INFORMATION Instructions for Schedules A, B and C Schedule A For Certificate Holders who
More informationBP Prudhoe Bay Royalty Trust 2011 Tax Information Booklet
BP Prudhoe Bay Royalty Trust 2011 Tax Information Booklet IMPORTANT: This booklet contains Income Tax Reporting Information. The Bank of New York Mellon Trust Company, N.A. Corporate Trust Trustee Administration
More informationBP Prudhoe Bay Royalty Trust 2017 Tax Information Booklet
BP Prudhoe Bay Royalty Trust 2017 Tax Information Booklet IMPORTANT: This booklet contains Income Tax Reporting Information. BNY Mellon Trust Company, N.A. 601 Travis, Floor 16 Houston, TX 77002 Dear Present
More informationLL&E ROYALTY TRUST 2006 Tax Information
ACEBOWNE OF DALLAS, INC. 03/19/2007 11:46 NO MARKS NEXT PCN: 002.00.00.00 -- Page/graphics valid 03/19/2007 11:46 BOD H44527 001.00.00.00 6 LL&E ROYALTY TRUST Tax Information The Bank of New York Trust
More informationTax Information Provided to PPG Shareholders
Tax Information Provided to PPG Shareholders Separation of PPG Commodity Chemicals Business and Merger of its wholly owned subsidiary Eagle Spinco Inc. with a subsidiary of Georgia Gulf Corporation (now
More informationPUBLIC STORAGE CANADIAN PROPERTIES INFORMATION TO ASSIST UNITHOLDERS WITH THEIR 2009 CANADIAN INCOME TAX RETURNS
PUBLIC STORAGE CANADIAN PROPERTIES INFORMATION TO ASSIST UNITHOLDERS WITH THEIR 2009 CANADIAN INCOME TAX RETURNS Prior to utilizing the information contained in the tables attached, Unitholders are advised
More informationCLIENT RISK PROFILE QUESTIONNAIRE
Bluechip Capital Services Pvt. Ltd. CLIENT RISK PROFILE QUESTIONNAIRE Financial Advisor: Bluechip Capital Services Pvt. Ltd. Client s Name : A. Personal particulars 1. Where can we reach you? (You prefer
More informationVOC Energy Trust. Federal Income Tax Information
VOC Energy Trust 2017 Federal Income Tax Information VOC Energy Trust C/O The Bank of New York Mellon Trust Company, N. A. 601 Travis - 16th Floor Houston, TX 77002 January 1, 2018 To Present and Former
More informationLL&E ROYALTY TRUST 2004 Tax Information
LL&E ROYALTY TRUST 2004 Tax Information JPMorgan Chase Bank, as Trustee for LL&E Royalty Trust has established the following toll free information line for unit holder inquiries: 1-800-852-1422 and an
More informationVOC Energy Trust. Federal Income Tax Information
VOC Energy Trust 2011 Federal Income Tax Information VOC Energy Trust C/O The Bank of New York Mellon Trust Company, N. A. 919 Congress Ave., Suite 500 Austin, TX 78701 January 1, 2012 To Present and
More informationMV OIL TRUST. Federal Income Tax Information
MV OIL TRUST 2017 Federal Income Tax Information MV OIL TRUST C/O The Bank of New York Mellon Trust Company, N. A. 919 Congress Ave., Suite 500 Austin, TX 78701 January 1, 2018 To Present and Former Unitholders:
More informationPart 1 - Account Information. Date moved out of city. Filing Status Married filing separately
07LF Return with attachments due by April 7, 08 Account Part - Account Information Social Security Number Name Resident Address Mailing Address Phone Date moved into city Email Spouse Date moved out of
More informationHeritage: Level Premium Whole Life Insurance Plan. Designed for. Agent/Representative
400 Broadway Cincinnati, OH 45202-3341 (800) 243-6631 Policy form WL-05-100 Designed for Elira Kurdina Agent/Representative CRAIG FLOYD (Agent Number 01634 ) 151 E CENTER ST LAKETOWN, UT 84038 (435) 757-1257
More informationPLBD.3740 (12.14) For Financial Professional Use Only. Not for Use With Consumers. Income Provider Option Frequently Asked Questions
PLBD.3740 (12.14) Income Provider Option Frequently Asked Questions You and your clients know that purchasing life insurance is one of life s important decisions which can help shape the future for their
More informationJohn Hancock Life Insurance Company (U.S.A.)
A Life Insurance Illustration of Accumulation VUL A Variable Universal Life Insurance Prepared For Presented By Scott D. Sorrell, CLU, ChFC, AIF, RICP, Capitol Financial Solutions 8816 Six Forks Rd. Suite
More informationU.S. Estate Tax and High Net Worth Canadians: Determining if You Have Any Liability
U.S. Estate Tax and High Net Worth Canadians: Determining if You Have Any Liability If the value of your worldwide assets exceeds US$11.18 million and you hold more than US$60,000 in property situated
More informationBooklet IL-700-T. Illinois Withholding. Tax Tables. Effective January 1, Tax rate 3.75%* *This rate has not changed from tax year 2016.
Illinois Department of Revenue Tax rate 3.75%* Booklet IL-700-T Illinois Withholding Tax Tables Effective January 1, 2017 *This rate has not changed from tax year 2016. Table of Contents General Information
More informationM&T BANK CORPORATION EIN: Attachment to IRS Form 8937
M&T BANK CORPORATION EIN: 16-0968385 Attachment to IRS Form 8937 PART I: REPORTING ISSUER As described below, M&T Bank Corporation, a New York business corporation ( M&T ), has acquired Hudson City Bancorp,
More informationIMPROVE INVESTMENT RETURNS: AVOID HARMFUL INCOME TAX SURPRISES WHEN INVESTING IN EXCHANGE-TRADED PRODUCTS AND MUTUAL FUNDS
IMPROVE INVESTMENT RETURNS: AVOID HARMFUL INCOME TAX SURPRISES WHEN INVESTING IN EXCHANGE-TRADED PRODUCTS AND MUTUAL FUNDS Presented By James J. Holtzman, CFP Wealth Advisor and Shareholder Legend Financial
More informationWisconsin Tax-Option (S) Corporation Franchise or Income Tax Return
Form 5S For 2017 or taxable year beginning Complete form using BLACK INK. Corporation Name Wisconsin Tax-Option (S) Corporation Franchise or Income Tax Return M and ending M D D Y Y Y Y M M D D Y Y Y Y
More informationMV OIL TRUST. Federal Income Tax Information
MV OIL TRUST 2012 Federal Income Tax Information MV OIL TRUST C/O The Bank of New York Mellon Trust Company, N. A. 919 Congress Ave., Suite 500 Austin, TX 78701 January 1, 2013 To Present and Former Unitholders:
More informationSANTA FE ENERGY TRUST TAX INFORMATION REPORTING BOOKLET
SANTA FE ENERGY TRUST (E.I.N. 76-6081498) TAX INFORMATION REPORTING BOOKLET 1999 This booklet contains income tax reporting information necessary to complete 1999 Federal and State income tax returns.
More informationMESA ROYALTY TRUST FEDERAL INCOME TAX INFORMATION HOU:
MESA ROYALTY TRUST 2011 FEDERAL INCOME TAX INFORMATION HOU:3196608.1 MESA ROYALTY TRUST (The Trust ) 2011 FEDERAL INCOME TAX INFORMATION This booklet provides 2011 tax information which will allow Certificate
More informationSupplement 454 to Md. G-9: STRIDE Calculations to Reflect Implementation of Revised Gas Base Rates Pursuant to Order No
John C. Frain Director Regulatory Strategy & Revenue Policy P.O. Box 1475 Baltimore, Maryland 21203-1475 Telephone 410.470.1169 Fax 410.470.8022 www.bge.com john.frain@bge.com January 7, 2019 Via Electronic
More informationNotice to U.S. Shareholders of NB Private Equity Partners Limited
Notice to U.S. Shareholders of NB Private Equity Partners Limited As mentioned in previous announcements, an investment in NB Private Equity Partners Limited ("NBPE") results in a U.S. investor owning
More informationEASTERN EASTERN AMERICAN AMERICAN NATURAL NATURAL GAS GAS TRUST TRUST Federal 2008 Income Tax Information
EASTERN EASTERN AMERICAN AMERICAN NATURAL NATURAL GAS GAS TRUST TRUST 2008 Federal 2008 Income Tax Federal Information Income Tax Information EASTERN AMERICAN NATURAL GAS TRUST C/O The Bank of New York
More informationPlanPremier Fee Payment Authorization
Use this form to authorize or modify payments from plan assets to American Funds, your Third-Party Administrator (TPA) or another third party. This form can also be used to discontinue ongoing payments.
More informationSAN JUAN BASIN ROYALTY TRUST EIN: SCHEDULE B-1 FORM 1041, GRANTOR TRUST January 2017 PART I ROYALTY INFORMATION PER UNIT
SCHEDULE B-1 FORM 1041, GRANTOR TRUST January 2017 1. Oil $.002053 $.000192 $.001861 -.000063 BBLS 2. Gas.047451.004988.042463 -.020290 MCF 3. Oil and Gas for Month $.049504 $.005180 $.044324 A.012513
More informationSection 1291 Excess Distribution Calculations for PFIC Tax and Interest Reporting
Section 1291 Excess Distribution Calculations for PFIC Tax and Interest Reporting FOR LIVE PROGRAM ONLY TUESDAY, JUNE 19, 2018, 1:00-2:50 pm Eastern IMPORTANT INFORMATION FOR THE LIVE PROGRAM This program
More informationCaution: This revised version of the 2017 Schedule OS was placed on the internet on March 20, Line 31 says see instructions.
Caution: This revised version of the 2017 Schedule OS was placed on the internet on March 20, 2018. Line 31 says see instructions. The 2017 Schedule OS instructions have also been revised to add instructions
More informationOPIC. Income From S Corporations
New Jersey Division of Taxation TAX OPIC Contents NJ Treatment of Federal S Corporation Income.. 1 Shareholder Reporting Requirements: NJ Electing S Corporations... 2 Nonelecting Federal S Corporations...
More informationRoth Conversion Comparison. Prepared for Joe and Judy Testclient
Conversion Comparison Prepared for Joe and Judy Testclient August 14, 2010 IMPORTANT DISCLOSURE INFORMATION IMPORTANT: The projections or other information generated by the MoneyGuidePro Conversion Comparison
More informationBob 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 informationA Comprehensive Reference Guide to Your Consolidated Tax Statement
1099-Consolidated Tax Statement 2013 Guide A Comprehensive Reference Guide to Your 2013 1099-Consolidated Tax Statement This comprehensive and informative guide is a tool to assist you and your tax professional
More information2017: Important Information for Individuals about Foreign Tax Paid
IMPORTANT TAX INFORMATION 2017: Important Information for Individuals about Tax Paid The Fidelity funds listed below paid taxes outside the United States on income from foreign investments during 2017.
More informationIndexed Universal Life vs. Term Insurance and Side Fund
Indexed Universal Life vs. Insurance and For: Jack Baker Presented By: [Licensed user's name appears here] a Preface A decision to acquire additional life insurance can represent one of several significant
More informationASA GOLD AND PRECIOUS METALS LIMITED 400 S. El Camino Real #710 San Mateo, CA 94402
To United States Shareholders: ASA GOLD AND PRECIOUS METALS LIMITED 400 S. El Camino Real #710 San Mateo, CA 94402 January 26, 2016 ASA Gold and Precious Metals Limited, an exempted limited liability company
More informationSTRUCTURE. Schedule K consists of Sales COGS Rent G&A Salary Charity Capital Loss Net Income
SCORP STRUCTURE Operation and Separately stated items Distributions to shareholders AAA Account Health insurance premiums S Status Termination Built in gains tax Schedule K consists of Sales COGS Rent
More informationSTATE OF NEW JERSEY. ASSEMBLY, No th LEGISLATURE. Sponsored by: Assemblywoman NANCY J. PINKIN District 18 (Middlesex)
ASSEMBLY, No. STATE OF NEW JERSEY th LEGISLATURE INTRODUCED MAY, 0 Sponsored by: Assemblywoman NANCY J. PINKIN District (Middlesex) SYNOPSIS Provides corporation business tax and gross income tax credits
More informationADMINISTRATIVE PRACTICE LETTER
ADMINISTRATIVE PRACTICE LETTER SUBJECT: CHARITABLE GIFT ANNUITIES Section V -D Issue 2 Page 1 of 5 Effective 7/14/06 OVERVIEW A Charitable Gift Annuity (CGA) is an irrevocable contract in which a donor
More informationIntroduction...2. Purpose of the Credit...2. How to Claim the Credit...3. Proportional Credit Limitation Formula...4
Tax Topic Bulletin GIT-3B Credit for Income Tax Paid to Other Jurisdictions (Business/Nonwage Income) Contents Introduction...2 Purpose of the Credit...2 How to Claim the Credit...3 Proportional Credit
More informationUCPath Payroll Staff Transition Program (Program) Frequently Asked Questions For Employees
Program Eligibility UC Office of the President Human Resources UCPath Payroll Staff Transition Program (Program) Frequently Asked Questions For Employees 1. Can my designation as Continuity be changed
More information