Department of the Treasury - Internal Revenue Service (99)
1040Fo
rm
U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only - Do not write or staple in this space.À¾µºFor the year Jan. 1-Dec. 31, 2016, or other tax year beginning , 2016, ending , 20 See separate instructions.
Your first name and initial Last name Your social security number
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. Apt. no. Make sure the SSN(s) above
and on line 6c are correct.PCity, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). 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.
Foreign country name Foreign province/state/county Foreign postal code
You Spouse
1 Single 4
5
Head of household (with qualifying person). (See instructions.) If
the qualifying person is a child but not your dependent, enter thisFiling Status
2 Married filing jointly (even if only one had income)
Ichild's name here.3 Married filing separately. Enter spouse's SSN above
and full name here.
Check only onebox. I Qualifying widow(er) with dependent child
Boxes checkedon 6a and 6b6a Yourself. If someone can claim you as a dependent, do not check box 6a m m m m m m m m m m m &Exemptions No. of childrenon 6c who:b Spouse m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mq %(4) if child under age 17c Dependents: lived with you(2) Dependent's
social security number(3) Dependent's
relationship to youqualifying for child tax credit % did not live with
(see instructions)(1) First name Last name you due to divorceor separation(see instructions)If more than four
dependents, see
instructions and
check
here
Dependents on 6cnot entered above
I Add numbers onlines above Id Total number of exemptions claimed m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
7
8a
9a
10
11
12
13
14
15b
16b
17
18
19
20b
21
22
m m m m m m m m m m m m m m m m m m m m m m m m m7
8
9
10
11
12
13
14
15
16
17
18
19
20
Wages, salaries, tips, etc. Attach Form(s) W-2
Taxable interest. Attach Schedule B if required
Tax-exempt interest. Do not include on line 8a
Ordinary dividends. Attach Schedule B if required
Qualified dividends
Taxable refunds, credits, or offsets of state and local income taxes
Alimony received
Business income or (loss). Attach Schedule C or C-EZ
Capital gain or (loss). Attach Schedule D if required. If not required, check here
Other gains or (losses). Attach Form 4797
Income m m m m m m m m m m m m m m m m m m m m m m m ma
b
a
b
a
a
a
8b
9b
m m m m m m m m m mAttach Form(s)W-2 here. Alsoattach FormsW-2G and1099-R if taxwas withheld.
m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m
If you did notget a W-2,see instructions.
Im m m m m m m m m m m m m m m m m m m m m m m m m m m15a
16a
IRA distributions
Pensions and annuities
m m m m m m m b Taxable amount m m m m m mm m m m b Taxable amount m m m m m mm m m m mRental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E
Farm income or (loss). Attach Schedule F
Unemployment compensation
m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mSocial security benefits 20am m m m b Taxable amount m m m m m m
21 Other income. List type and amount
I22 Combine the amounts in the far right column for lines 7 through 21. This is your total income
23
24
25
26
27
28
29
30
31a
32
33
34
35
23
24
25
26
27
28
29
30
31a
32
33
34
35
36
Educator expenses
Certain business expenses of reservists, performing artists, and
fee-basis government officials. Attach Form 2106 or 2106-EZ
Health savings account deduction. Attach Form 8889
Moving expenses. Attach Form 3903
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
m m m m m m m m m m m m m m m m m m m m m m m mAdjusted
Gross m m mIncome m m m m m m m
m m m m m m m m m m m m m m mm m m m
m m m m m m m m m mm m m m m m m m m m m m m
m m m m m m m m m m m m m mIb Recipient's SSNAlimony paid
IRA deduction
Student loan interest deduction
Tuition and fees. Attach Form 8917
Domestic production activities deduction. Attach Form 8903
Add lines 23 through 35
m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m mm m m m
36m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI 3737 Subtract line 36 from line 22. This is your adjusted gross income m m m m m m m m m m m m m
JSA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2016)6A1210 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE
AMY S O'ROURKE
EL PASO TX 79902
X
XX
2
3
5
ULYSSES F O'ROURKE SON XMOLLY H O'ROURKE DAUGHTER XHENRY J O'ROURKE SON X
202,686.42,380.
8,334.
-3,000.-273.
32,357.
1,231.
48,918.331,402.
3,455.
3,455.327,947.
RS
STMT 1
STMT 1
SEE STATEMENT 2
Form 1040 (2016) Page 2
38 Amount from line 37 (adjusted gross income) 38
40
41
42
43
44
45
46
47
55
56
57
58
59
60a
60b
61
62
63
74
75
76a
78
m m m m m m m m m m m m m m m m m m m m m m m m m m m m39a Check
if:
You were born before January 2, 1952,
Spouse was born before January 2, 1952,
Blind.
Blind.
Total boxes
checked
Tax andCredits
$ & I 39a
Ib If your spouse itemizes on a separate return or you were a dual-status alien, check here 39b
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
Itemized deductions (from Schedule A) or your standard deduction (see left margin)StandardDeductionfor -
m m m m m m m m mSubtract line 40 from line 38 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
% Exemptions. If line 38 is $155,650 or less, multiply $4,050 by the number on line 6d. Otherwise, see instructions People whocheck anybox on line39a or 39b orwho can beclaimed as adependent,seeinstructions.
Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- m m m m m m m mTax (see instructions). Check if any from:
Alternative minimum tax (see instructions). Attach Form 6251
Excess advance premium tax credit repayment. Attach Form 8962
Add lines 44, 45, and 46
Foreign tax credit. Attach Form 1116 if required
Credit for child and dependent care expenses. Attach Form 2441
Education credits from Form 8863, line 19
Retirement savings contributions credit. Attach Form 8880
Child tax credit. Attach Schedule 8812, if required
Residential energy credits. Attach Form 5695
a Form(s) 8814 b Form 4972 c
m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m mIm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m% All others: 48
49
50
51
52
53
54
m m m m m m m m m m mSingle orMarried filingseparately,$6,300
m m mm m m m m m m m m m m m m m
Married filingjointly orQualifyingwidow(er),$12,600
m m m m m mm m m m m m m m m m
m m m m m m m m m m m m mOther credits from Form: a 3800 b 8801 cHead of
household,$9,300
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 -0-
m m m m m m m m m m m m m m m m m m m m m m m mIm m m m m m m m m m m m m m
57
58
59
60
Self-employment tax. Attach Schedule SE m m m m m m m m m m m m m m m m m m m m m m m m m m m m mUnreported social security and Medicare tax from Form: a 4137 b 8919 m m m m m m mOtherAdditional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required
Household employment taxes from Schedule H
m m m m m mTaxesa m m m m m m m m m m m m m m m m m m m m m m m m m m mb First-time homebuyer credit repayment. Attach Form 5405 if required m m m m m m m m m m m m m m m m
Health care: individual responsibility (see instructions) Full-year coverage61 m m m m m m m m m m62
63
cTaxes from: a Form 8959 b Form 8960 Instructions; enter code(s)
IAdd lines 56 through 62. This is your total tax m m m m m m m m m m m m m m m m m m m m m m m m m64
65
Federal income tax withheld from Forms W-2 and 1099
2016 estimated tax payments and amount applied from 2015 return
64
65
66a
67
68
69
70
71
72
73
m m m m m m m mPayments mIf you have a
qualifying
child, attach
Schedule EIC.
66
67
a
b
Earned income credit (EIC)
Nontaxable combat pay election
m m m m m m m m m m m m m m m m m m m m m66bm m m m
Additional child tax credit. Attach Schedule 8812
American opportunity credit from Form 8863, line 8
Net premium tax credit. Attach Form 8962
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 4136
m m m m m m m m m m68 m m m m m m m m m m69 m m m m m m m m m m m m m m70 m m m m m m m m m m m m71 m m m m m m m m m m72 m m m m m m m m m m m73 Credits from Form: a 2439 b Reserved c 8885 d
I74 Add lines 64, 65, 66a, and 67 through 73. These are your total payments m m m m m m m m m m m m75 If line 74 is more than line 63, subtract line 63 from line 74. This is the amount you overpaid m m m m mRefund
I76 a Amount of line 75 you want refunded to you. If Form 8888 is attached, check here m m m m mDirect deposit?
See
instructions.
I Ic Type: Checking Savingsb Routing number
I d Account number
I77 Amount of line 75 you want applied to your 2017 estimated tax 77
I78 Amount you owe. Subtract line 74 from line 63. For details on how to pay, see instructionsAmount m m mYou Owe 79 Estimated tax penalty (see instructions) 79m m m m m m m m m m m m m m m m
Do you want to allow another person to discuss this return with the IRS (see instructions)? Yes. Complete below. NoThird PartyDesignee
Phone
no.
Designee's
name
Personal identification
number (PIN)I IIUnder 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.SignHere Your signature Date Your occupation Daytime phone number
Joint return? See
instructions. M If the IRS sent you an Identity ProtectionPIN, enter it here
Spouse's signature. If a joint return, both must sign. Date Spouse's occupationKeep a copy for
your records. (see inst.)
Print/Type preparer's name Preparer's Date PTINCheck if
self-employedPaidPreparer I
IIFirm's name Firm's EIN
Use OnlyFirm's address Phone no.
www.irs.gov/form1040 6A1220 2.000 Form 1040 (2016)JSA SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE327,947.
71,018.256,929.17,415.
239,514.54,231.
59,656.
1,200.54.
X 4,145.5,399.
54,257.6,910.
5,425.
2,893.
1,175.65,235.
X
25,675.15,298.
25,000.
65,973.738.
738.
X
X
X
10/11/2017
OMB No. 1545-0074SCHEDULE A Itemized Deductions(Form 1040)
I Information about Schedule A and its separate instructions is at www.irs.gov/schedulea. À¾µºDepartment of the Treasury AttachmentI Attach to Form 1040.Internal Revenue Service (99) Sequence No. 07Name(s) shown on Form 1040 Your social security number
Caution: Do not include expenses reimbursed or paid by others.MedicalandDentalExpenses
1 Medical and dental expenses (see instructions) 1
3
5
6
7
8
10
11
12
13
14
16
17
18
21
22
23
24
26
m m m m m m2 Enter amount from Form
1040, line 38 2m m m m m m3 Multiply line 2 by 10% (0.10). But if either you or your
spouse was born before January 2, 1952, multiply line 2by 7.5% (0.075) instead m m m m m m m m m m m m m m m m m m m
4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- 4
9
15
19
20
27
28
29
m m m m m m m m m m m m m m m5 State and local (check only one box):Taxes You
Paid 7a Income taxes, or m m m m m m m m m m m m m*8b General sales taxes 96 Real estate taxes (see instructions) m m m m m m m m m m m m7 Personal property taxes m m m m m m m m m m m m m m m m m m
I8 Other taxes. List type and amount
9 Add lines 5 through 8 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m10 Home mortgage interest and points reported to you on Form 1098Interest
You Paid 11 Home mortgage interest not reported to you on Form 1098. If paid
to the person from whom you bought the home, see instructions
and show that person's name, identifying no., and address INote:Your mortgageinterestdeduction maybe limited (seeinstructions).
12 Points not reported to you on Form 1098. See instructions
for special rules m m m m m m m m m m m m m m m m m m m m m13 Mortgage insurance premiums (see instructions) m m m m m m14 Investment interest. Attach Form 4952 if required. (See instructions.)
15 Add lines 10 through 14 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m16 Gifts by cash or check. If you made any gift of $250 or
more, see instructions
Gifts toCharity m m m m m m m m m m m m m m m m m m
17 Other than by cash or check. If any gift of $250 or more,
see instructions. You must attach Form 8283 if over $500If you made a
gift and got a
benefit for it,
see instructions.
m18 Carryover from prior year m m m m m m m m m m m m m m m m m19 Add lines 16 through 18 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
Casualty andTheft Losses 20 Casualty or theft loss(es). Attach Form 4684. (See instructions.) m m m m m m m m m m m m m m mJob Expenses
and Certain
Miscellaneous
Deductions
21 Unreimbursed employee expenses - job travel, union dues, job
education, etc. Attach Form 2106 or 2106-EZ if required. (See
instructions.) I22 Tax preparation fees m m m m m m m m m m m m m m m m m m m23 Other expenses - investment, safe deposit box, etc. List type and
amount I24 Add lines 21 through 23 m m m m m m m m m m m m m m m m m25 Enter amount from Form
1040, line 38 25m m m m m m26 Multiply line 25 by 2% (0.02) m m m m m m m m m m m m m m m27 Subtract line 26 from line 24. If line 26 is more than line 24, enter -0- m m m m m m m m m m m m
IOther
Miscellaneous
Deductions
28 Other - from list in instructions. List type and amount
TotalItemizedDeductions
29 Is Form 1040, line 38, over $155,650?
7No. Your deduction is not limited. Add the amounts in the far right columnfor lines 4 through 28. Also, enter this amount on Form 1040, line 40.
m m m m m*8Yes. Your deduction may be limited. See the Itemized Deductions
Worksheet in the instructions to figure the amount to enter. 930 If you elect to itemize deductions even though they are less than your standarddeduction, check here Im m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule A (Form 1040) 2016JSA
6A1400 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
2,840.
4,582.
7,422.13,687.
35,248.48,935.
X
857.
857.
3,000.
16,912.19,912.
327,947.6,559.
13,353.
950.
71,018.
X
STMT 3
SEE STATEMENT 3
SEE STATEMENT 3
SEE STATEMENT 4
SEE STMT 5
OMB No. 1545-0074SCHEDULE B(Form 1040A or 1040)
Interest and Ordinary Dividends(Rev. January 2017) I Attach to Form 1040A or 1040. À¾µºDepartment of the TreasuryInternal Revenue Service (99)
AttachmentSequence No. 08I Information about Schedule B and its instructions is at www.irs.gov/scheduleb.
Name(s) shown on return Your social security number
Amount1 List name of payer. If any interest is from a seller-financed mortgage and the
buyer used the property as a personal residence, see instructions on back and list
this interest first. Also, show that buyer's social security number and address
Part I
Interest I
(See instructionson back and theinstructions forForm 1040A, orForm 1040,line 8a.)
1
Note: If youreceived a Form1099-INT, Form1099-OID, orsubstitutestatement froma brokerage firm,list the firm'sname as thepayer and enterthe total interestshown on thatform.
2 Add the amounts on line 1 2
3
4
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m3 Excludable interest on series EE and I U.S. savings bonds issued after 1989.
Attach Form 8815 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m4 Subtract line 3 from line 2. Enter the result here and on Form 1040A, or Form
1040, line 8a Im m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mNote: If line 4 is over $1,500, you must complete Part III. Amount
I5 List name of payerPart II
OrdinaryDividends
(See instructionson back and theinstructions forForm 1040A, orForm 1040,line 9a.)
5
Note: If youreceived a Form1099-DIV orsubstitutestatement froma brokerage firm,list the firm'sname as thepayer and enterthe ordinary 6 Add the amounts on line 5. Enter the total here and on Form 1040A, or Form
1040, line 9adividends shown I 6m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mon that form.
Note: If line 6 is over $1,500, you must complete Part III.
You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a
foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust. Yes No
7a At any time during 2016, did you have a financial interest in or signature authority over a financial
account (such as a bank account, securities account, or brokerage account) located in a foreign
country? See instructions
Part III
Foreign
Accounts
and Trusts
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf "Yes," are you required to file FinCEN Form 114, Report of Foreign Bank and FinancialAccounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114and its instructions for filing requirements and exceptions to those requirements(See
instructions on
back.)
m m m m m m m m m m m mb If you are required to file FinCEN Form 114, enter the name of the foreign country where the
financial account is located I8 During 2016, did you receive a distribution from, or were you the grantor of, or transferor to, a
foreign trust? If "Yes," you may have to file Form 3520. See instructions on back m m m m m m m m m m m m mFor Paperwork Reduction Act Notice, see your tax return instructions. Schedule B (Form 1040A or 1040) 2016
JSA6A1600 3.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
42,380.
42,380.
8,334.
CAPITAL BANK 73.CAMPR II LIMITED 42,299.PEPPERTREE SQUARE, LTD 8.
MORGAN STANLEY & CO. INCORPORATED 2,456.CAMPR INVESTMENT PARTNERSHIP 124.CAMPR II LIMITED 5,754.
X
X
SCHEDULE D OMB No. 1545-0074
(Form 1040) Capital Gains and Losses
I Attach to Form 1040 or Form 1040NR. À¾µºI Information about Schedule D and its separate instructions is at www.irs.gov/scheduled.
Department of the TreasuryInternal Revenue Serv
AttachmentSequence No.Iice (99) Use Form 8949 to list your transactions for lines 1b, 2, 3, 8b, 9, and 10. 12
Name(s) shown on return Your social security number
Short-Term Capital Gains and Losses - Assets Held One Year or Less Part I
(d)Proceeds
(sales price)
(e)Cost
(or other basis)
See instructions for how to figure the amounts toenter on the lines below.
(g)Adjustments
to gain or loss fromForm(s) 8949, Part I,
line 2, column (g)
(h) Gain or (loss)Subtract column (e)from column (d) and
combine the result withcolumn (g)
This form may be easier to complete if you roundoff cents to whole dollars.
1a
1b
2
3
Totals for all short-term transactions reportedon Form 1099-B for which basis wasreported to the IRS and for which you haveno adjustments (see instructions). However,if you choose to report all these transactionson Form 8949, leave this line blank and goto line 1b m m m m m m m m m m m m m m m m m m m mTotals for all transactions reported on Form(s)
8949 with Box A checked m m m m m m m m m m mTotals for all transactions reported on Form(s)
8949 with Box B checked m m m m m m m m m m mTotals for all transactions reported on Form(s)
8949 with Box C checked m m m m m m m m m m m4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824 4
5
6
7
m m m m5 Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from
Schedule(s) K-1 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m6 Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover
Worksheet in the instructions ( )m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m7 Net short-term capital gain or (loss). Combine lines 1a through 6 in column (h). If you have any long-
term capital gains or losses, go to Part II below. Otherwise, go to Part III on the back m m m m m m m m m m m mLong-Term Capital Gains and Losses - Assets Held More Than One Year Part II
(d)Proceeds
(sales price)
(e)Cost
(or other basis)
See instructions for how to figure the amounts toenter on the lines below.
(g)Adjustments
to gain or loss fromForm(s) 8949, Part II,
line 2, column (g)
(h) Gain or (loss)Subtract column (e)from column (d) and
combine the result withcolumn (g)
This form may be easier to complete if you roundoff cents to whole dollars.
8a
8b
9
10
11
12
13
14
15
Totals for all long-term transactions reportedon Form 1099-B for which basis wasreported to the IRS and for which you haveno adjustments (see instructions). However,if you choose to report all these transactionson Form 8949, leave this line blank and goto line 8b m m m m m m m m m m m m m m m m m m m mTotals for all transactions reported on Form(s)
8949 with Box D checked m m m m m m m m m m mTotals for all transactions reported on Form(s)
8949 with Box E checked m m m m m m m m m m mTotals for all transactions reported on Form(s)
8949 with Box F checked m m m m m m m m m m mGain from Form 4797, Part I; long-term gain from Forms 2439 and 6252; and long-term gain or (loss)
from Forms 4684, 6781, and 8824 11
12
13
14
15
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mNet long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1
Capital gain distributions. See the instructions m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mLong-term capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryover
Worksheet in the instructions ( )m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mNet long-term capital gain or (loss). Combine lines 8a through 14 in column (h). Then go to Part III on
the back m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mFor Paperwork Reduction Act Notice, see your tax return instructions. Schedule D (Form 1040) 2016JSA
6A2011 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
106.
-3,943.
-13,073.
9,236.
158.
-1,985.
1,700.
-1,478,086.
1,477,959.
SEE STATEMENT 6
SEE STATEMENT 7
STMT 8
Schedule D (Form 1040) 2016 Page 2
Summary Part III
16
18
19
21
16 Combine lines 7 and 15 and enter the result m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m%%%
If line 16 is a gain, enter the amount from line 16 on Form 1040, line 13, or Form 1040NR, line
14. Then go to line 17 below.
If line 16 is a loss, skip lines 17 through 20 below. Then go to line 21. Also be sure to complete
line 22.
If line 16 is zero, skip lines 17 through 21 below and enter -0- on Form 1040, line 13, or Form
1040NR, line 14. Then go to line 22.
Are lines 15 and 16 both gains?17
Yes. Go to line 18.
No. Skip lines 18 through 21, and go to line 22.
I
I
18
19
Enter the amount, if any, from line 7 of the 28% Rate Gain Worksheet in the instructions m m m m m m mEnter the amount, if any, from line 18 of the Unrecaptured Section 1250 Gain Worksheet in the
instructions m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m20 Are lines 18 and 19 both zero or blank?
Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructionsfor Form 1040, line 44 (or in the instructions for Form 1040NR, line 42). Don't complete lines21 and 22 below.
No. Complete the Schedule D Tax Worksheet in the instructions. Don't complete lines 21and 22 below.
21 If line 16 is a loss, enter here and on Form 1040, line 13, or Form 1040NR, line 14, the smaller of:
%%
( )The loss on line 16 or
($3,000), or if married filing separately, ($1,500)m m m m m m m m m m m m m m m m m m m m m m m m m m m&
Note: When figuring which amount is smaller, treat both amounts as positive numbers.
22 Do you have qualified dividends on Form 1040, line 9b, or Form 1040NR, line 10b?
Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructionsfor Form 1040, line 44 (or in the instructions for Form 1040NR, line 42).
No. Complete the rest of Form 1040 or Form 1040NR.
Schedule D (Form 1040) 2016
JSA
6A2020 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
-1,491,159.
3,000.
X
Qualified Dividends and Capital Gain Tax Worksheet - Line 44 Keep for Your Records
qqq
Before you begin: See the earlier instructions for line 44 to see if you can use this worksheet to figure your tax.
Before completing this worksheet, complete Form 1040 through line 43.
If you do not have to file Schedule D and you received capital gain distributions, be sure you checked
the box on line 13 of Form 1040.
Enter the amount from Form 1040, line 43. However, if you are filing Form
2555 or 2555-EZ (relating to foreign earned income), enter the amount from
line 3 of the Foreign Earned Income Tax Worksheet
1.
1.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
m m m m m m m m m m m m m m m m2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
Enter the amount from Form 1040, line 9b*
Are you filing Schedule D?*
2.
3.
4.
5.
m m m m m m m mYes.
No.
Enter the smaller of line 15 or 16 of
Schedule D. If either line 15 or line 16 is
blank or a loss, enter -0-.
Enter the amount from Form 1040, line 13.
7*8
9Add lines 2 and 3
If filing Form 4952 (used to figure investment
interest expense deduction), enter any amount from
line 4g of that form. Otherwise, enter -0-
Subtract line 5 from line 4. If zero or less, enter -0-
Subtract line 6 from line 1. If zero or less, enter -0-
Enter:
m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m mm m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m
$37,650 if single or married filing separately,
$75,300 if married filing jointly or qualifying widow(er),
$50,400 if head of household.
7* m m m m m m m m89Enter the smaller of line 1 or line 8
Enter the smaller of line 7 or line 9
Subtract line 10 from line 9. This amount is taxed at 0%
Enter the smaller of line 1 or line 6
Enter the amount from line 11
Subtract line 13 from line 12
Enter:
Enter the smaller of line 1 or line 15
Add lines 7 and 11
Subtract line 17 from line 16. If zero or less, enter -0-
Enter the smaller of line 14 or line 18
Multiply line 19 by 15% (0.15)
Add lines 11 and 19
Subtract line 21 from line 12
Multiply line 22 by 20% (0.20)
m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m
$415,050 if single,
$233,475 if married filing separately,
$466,950 if married filing jointly or qualifying widow(er),
$441,000 if head of household.
7* m m m m m m m m8
9 16.
17.
18.
19.
21.
22.
m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m
20.
23.
24.
25.
26.
27.
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
Figure the tax on the amount on line 7. If the amount on line 7 is less than $100,000, use the Tax
Table to figure the tax. If the amount on line 7 is $100,000 or more, use the Tax Computation
Worksheet
Add lines 20, 23, and 24
Figure the tax on the amount on line 1. If the amount on line 1 is less than $100,000, use the Tax
Table to figure this tax. If the amount on line 1 is $100,000 or more, use the Tax Computation
Worksheet
Tax on all taxable income. Enter the smaller of line 25 or line 26. Also include this amount on
Form 1040, line 44. If you are filing Form 2555 or 2555-EZ, do not enter this amount on Form
1040, line 44. Instead, enter it on line 4 of the Foreign Earned Income Tax Worksheet
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m*If you are filing Form 2555 or 2555-EZ, see the footnote in the Foreign Earned Income Tax Worksheet before completing this line.
6A2021 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
239,514.1,231.
1,231.
NONE1,231.
X
238,283.
75,300.
75,300.75,300.
466,950.
239,514.238,283.
1,231.
1,231.
1,231.1,231.
1,231.185.
54,046.54,231.
54,453.
54,231.
OMB No. 1545-0074SCHEDULE E Supplemental Income and Loss(From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.)(Form 1040)
I Attach to Form 1040, 1040NR, or Form 1041. À¾µºDepartment of the Treasury AttachmentI Information about Schedule E and its separate instructions is at www.irs.gov/schedulee.Internal Revenue Service (99) Sequence No. 13Name(s) shown on return Your social security number
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.
Part I
A
B
Did you make any payments in 2016 that would require you to file Form(s) 1099? (see instructions)
If "Yes," did you or will you file required Forms 1099?
Yes
Yes
No
No
1a
A
B
C
1b
A
B
C
Physical address of each property (street, city, state, ZIP code)
Type of Property(from list below)
2 For each rental real estate property listedabove, report the number of fair rental andpersonal use days. Check the QJV boxonly if you meet the requirements to file asa qualified joint venture. See instructions.
Fair Rental
Days
Personal Use
DaysQJV
A
B
C
Type of Property:1
2
Single Family Residence
Multi-Family Residence
3
4
Vacation/Short-Term Rental
Commercial
5
6
Land
Royalties
7
8
Self-Rental
Other (describe)
Income: Properties: A B C
3
4
Rents received
Royalties received
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m
Expenses:5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Advertising
Auto and travel (see instructions)
Cleaning and maintenance
Commissions
Insurance
m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m mLegal 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)
m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m
m m mm m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m mI
Total expenses. Add lines 5 through 19 m m m m m m m m m m m21 Subtract line 20 from line 3 (rents) and/or 4 (royalties). If
result is a (loss), see instructions to find out if you mustfile Form 6198 m m m m m m m m m m m m m m m m m m m m m m m m
22 Deductible rental real estate loss after limitation, if any,on Form 8582 (see instructions) ( ) ( ) ( )m m m m m m m m m m m m m m m
23 a
b
c
d
e
Total of all amounts reported on line 3 for all rental properties
Total of all amounts reported on line 4 for all royalty properties
Total of all amounts reported on line 12 for all properties
Total of all amounts reported on line 18 for all properties
Total of all amounts reported on line 20 for all properties
23a
23b
23c
23d
23e
m m m m m m m m m m mm m m m m m m m m m
m m m m m m m m m m m m mm m m m m m m m m m m m mm m m m m m m m m m m m m
24
25
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
24
25
26
m m m m m m m m m m m m m m m( )m
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 2 m m m m mFor Paperwork Reduction Act Notice, see the separate instructions. Schedule E (Form 1040) 2016
JSA
6X1300 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
X
Schedule E (Form 1040) 2016 Attachment Sequence No. 13 Page 2Name(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.
Income or Loss From Partnerships and S Corporations Note: If you report a loss from an at-risk activity for whichany amount is not at risk, you must check the box in column (e) on line 28 and attach Form 6198. See instructions.
Part II
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 No(b) Enter P forpartnership; S
for S corporation
(c) Check ifforeign
partnership
(d) Employeridentification
number
(e) Check ifany amount is
not at risk28 (a) Name
A
B
C
D
Passive Income and Loss Nonpassive Income and Loss
(f) Passive loss allowed(attach Form 8582 if required)
(g) Passive incomefrom Schedule K-1
(h) Nonpassive lossfrom Schedule K-1
(i) Section 179 expensededuction from Form 4562
(j) Nonpassive incomefrom Schedule K-1
A
B
C
D
29 a Totals
b Totals
30 Add columns (g) and (j) of line 29a 30m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m( )31 Add columns (f), (h), and (i) of line 29b 31m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
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 32m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIncome or Loss From Estates and Trusts Part III
(b) Employeridentification number
33 (a) Name
A
B
Passive Income and Loss Nonpassive Income and Loss
(c) Passive deduction or loss allowed(attach Form 8582 if required)
(d) Passive incomefrom Schedule K-1
(e) Deduction or lossfrom Schedule K-1
(f) Other income fromSchedule K-1
A
B
34 a Totals
b Totals
35 Add columns (d) and (f) of line 34a 35m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m( )36 Add columns (c) and (e) of line 34b 36m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
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 37m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIncome or Loss From Real Estate Mortgage Investment Conduits (REMICs) - Residual Holder Part IV
(c) Excess inclusion fromSchedules Q, line 2c
(see instructions)
(b) Employer identificationnumber
(d) Taxable income (net loss)from Schedules Q, line 1b
(e) Income fromSchedules Q, line 3b
(a) Name38
39 Combine columns (d) and (e) only. Enter the result here and include in the total on line 41 below 39m m m mSummary Part V
40 Net farm rental income or (loss) from Form 4835. Also, complete line 42 below 40m m m m m m m m m m m m mI41 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 18 41m m
42 Reconciliation of farming and fishing income. Enter your grossfarming 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, codeV; and Schedule K-1 (Form 1041), box 14, code F (see instructions) 42m m m m m m m
43 Reconciliation for real estate professionals. If you were a real estateprofessional (see instructions), enter the net income or (loss) you reportedanywhere on Form 1040 or Form 1040NR from all rental real estate activitiesin which you materially participated under the passive activity loss rules 43m m m m m
Schedule E (Form 1040) 2016
JSA
6X1310 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
X
5,981.84,047.
45,709.NONE
84,047.51,690.
32,357.
32,357.
SEE STATEMENT 9
STMT 10
OMB No. 1545-0074SCHEDULE SE Self-Employment Tax(Form 1040) I Information about Schedule SE and its separate instructions is at www.irs.gov/schedulese.Department of the Treasury À¾µº
AttachmentSequence No. 17I Attach to Form 1040 or Form 1040NR.Internal Revenue Service (99)
Name of person with self-employment income (as shown on Form 1040 or Form 1040NR) Social security number of person
with self-employment income IBefore 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 2016?
No Yes
L L LAre 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?
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 $118,500?
Yes Yes II
No NoL LDid 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)?
YesYes IINo
No LL Did you report any wages on Form 8919, Uncollected Social
Security and Medicare Tax on Wages?
YesDid you receive church employee income (see instructions)
reported on Form W-2 of $108.28 or more?IYes NoJI
No
L LI You must use Long Schedule SE on page 2You may use Short Schedule SE below
Section A - Short Schedule SE. Caution. Read above to see if you can use Short Schedule SE.
Net farm profit or (loss) from Schedule F, line 34, and farm partnerships, Schedule K-1 (Form
1065), box 14, code A
1a
1am m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mb 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 2m m m m m m m m m m m m m m m m m m m m m m m m m m m m3 Combine lines 1a, 1b, and 2 3m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m4 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 I 4m m m m m m m m m m m m m m m m m m m m m m m mNote. 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:
% $118,500 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 $118,500, multiply line 4 by 2.9% (0.029). Then, add $14,694 to the result.
Enter the total here and on Form 1040, line 57, or Form 1040NR, line 55 5m m m m m m m m m m m m m m m6 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 27 6m m m m m m m m m m m m m m m m m m mFor Paperwork Reduction Act Notice, see your tax return instructions. Schedule SE (Form 1040) 2016
JSA
6A3000 1.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
AMY S O'ROURKE
48,906.48,906.
45,165.
6,910.
3,455.
SEE STATEMENT 12
1040
1040A
1040NR
OMB No. 1545-0074JChild and Dependent Care Expenses
2441
Form 2441 I Attach to Form 1040, Form 1040A, or Form 1040NR.
I À¾µºInformation about Form 2441 and its separate instructions is at
www.irs.gov/form2441.Department of the TreasuryInternal Revenue Service (99)
AttachmentSequence No. 21
Name(s) shown on return Your social security number
Persons or Organizations Who Provided the Care - You must complete this part. Part I (If you have more than two care providers, see the instructions.)
(a) Care provider'sname
1 (b) Address(number, street, apt. no., city, state, and ZIP code)
(c) Identifying number(SSN or EIN)
(d) Amount paid
(see instructions)
INo Complete only Part II below.Did you receivedependent care benefits? IYes Complete Part III on the back next.
Caution: If the care was provided in your home, you may owe employment taxes. If you do, you cannot file Form 1040A. For details,see the instructions for Form 1040, line 60a, or Form 1040NR, line 59a.
Credit for Child and Dependent Care Expenses Part II 2 Information about your qualifying person(s). If you have more than two qualifying persons, see the instructions.
(c) Qualified expenses you
incurred and paid in 2016 for
the person listed in column (a)
(a) Qualifying person's name (b) Qualifying person's socialsecurity numberFirst Last
3
4
5
6
7
8
Add the amounts in column (c) of line 2. Do not enter more than $3,000 for one qualifying
person or $6,000 for two or more persons. If you completed Part III, enter the amount
from line 31 3
4
5
6
8
9
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mEnter your earned income. See instructions m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf married filing jointly, enter your spouse's earned income (if you or your spouse was a
student or was disabled, see the instructions); all others, enter the amount from line 4 m m m m m m m m mEnter the smallest of line 3, 4, or 5 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mEnter the amount from Form 1040, line 38; Form
1040A, line 22; or Form 1040NR, line 37 m m m m m m m m m m m m m m m m m m 7
Enter on line 8 the decimal amount shown below that applies to the amount on line 7
If line 7 is: If line 7 is:But notover
Decimalamount is
But notover
Decimalamount isOver Over
$0
15,000
17,000
19,000
21,000
23,000
25,000
27,000
-
-
-
-
-
-
-
-
15,000
17,000
19,000
21,000
23,000
25,000
27,000
29,000
.35
.34
.33
.32
.31
.30
.29
.28
$29,000
31,000
33,000
35,000
37,000
39,000
41,000
43,000
-
-
-
-
-
-
-
-
31,000
33,000
35,000
37,000
39,000
41,000
43,000
No limit
.27
.26
.25
.24
.23
.22
.21
.20
X
9 Multiply line 6 by the decimal amount on line 8. If you paid 2015 expenses in 2016, see
the instructions m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m10 Tax liability limit. Enter the amount from the Credit
Limit Worksheet in the instructions m m m m m m m m m m m m m m m m m m m m m m 10
11 Credit for child and dependent care expenses. Enter the smaller of line 9 or line 10here and on Form 1040, line 49; Form 1040A, line 31; or Form 1040NR, line 47 m m m m m m m m m m m m 11
For Paperwork Reduction Act Notice, see your tax return instructions. Form 2441 (2016)
JSA
6A4400 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
18,385.
2,587.
MOLLY H O'ROURKE 18,385.
HENRY J O'ROURKE 2,587.
ROBERT F O'ROURKE & AMY S O'ROURKE
6,000.165,300.
82,837.6,000.
327,947.
.20
1,200.
59,602.
1,200.
OMB No. 1545-0895General Business CreditForm 3800
I Information about Form 3800 and its separate instructions is at www.irs.gov/form3800.Department of the Treasury
Internal Revenue Service (99)
À¾µºAttachmentSequence No.I You must attach all pages of Form 3800, pages 1, 2, and 3, to your tax return. 22
Name(s) shown on return Identifying number
Current Year Credit for Credits Not Allowed Against Tentative Minimum Tax (TMT) Part I (See instructions and complete Part(s) III before Parts I and II)
1
2
3
4
5
General business credit from line 2 of all Parts III with box A checked 1
3
4
5
6
m m m m m m m m m m m m m m mPassive activity credits from line 2 of all Parts III with box B checked 2
Enter the applicable passive activity credits allowed for 2016 (see instructions) m m m m m m m m m mCarryforward of general business credit to 2016. Enter the amount from line 2 of Part III with
box C checked. See instructions for statement to attach m m m m m m m m m m m m m m m m m m m m m mCarryback of general business credit from 2017. Enter the amount from line 2 of Part III with
box D checked (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m6 Add lines 1, 3, 4, and 5 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
Allowable Credit Part II
7 Regular tax before credits:
% Individuals. Enter the sum of the amounts from Form 1040, lines 44 and 46, or the
sum of the amounts from Form 1040NR, lines 42 and 447m m m m m m m m m m m m m m m
%7
8
9
10c
11
Corporations. Enter the amount from Form 1120, Schedule J, Part I, line 2; or the
applicable line of your return * m m m8m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m% Estates and trusts. Enter the sum of the amounts from Form 1041, Schedule G,
lines 1a and 1b; or the amount from the applicable line of your return 9m m m m m m m m m8 Alternative minimum tax: 7% Individuals. Enter the amount from Form 6251, line 35
Corporations. Enter the amount from Form 4626, line 14
Estates and trusts. Enter the amount from Schedule I (Form 1041), line 56
m m m m m m m m m m m m m m m* m m m m m% m m m m m m m m m m m m m m 8% m m m m 9
9 Add lines 7 and 8 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m10a
10b
10a Foreign tax credit
Certain allowable credits (see instructions)
Add lines 10a and 10b
m m m m m m m m m m m m m m m m m m m m m m m m m m m mb m m m m m m m m m m m m m m mc m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
11 Net income tax. Subtract line 10c from line 9. If zero, skip lines 12 through 15 and enter -0- on line 16
12
13
14
12 Net regular tax. Subtract line 10c from line 7. If zero or less, enter -0-
13 Enter 25% (.25) of the excess, if any, of line 12 over $25,000 (see
instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m14 Tentative minimum tax: 7% Individuals. Enter the amount from Form 6251, line 33
Corporations. Enter the amount from Form 4626, line 12
m m m m m m*% m m m m m 8% Estates and trusts. Enter the amount from Schedule I
9(Form 1041), line 54 m m m m m m m m m m m m m m m m m m m m m m m m15
16
17
15 Enter the greater of line 13 or line 14 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m16 Subtract line 15 from line 11. If zero or less, enter -0- m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m17 Enter the smaller of line 6 or line 16C corporations: See the line 17 instructions if there has been an ownership change, acquisition,or reorganization.
For Paperwork Reduction Act Notice, see separate instructions. Form 3800 (2016)
JSA
6X1800 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
NONE
NONE
54,231.
5,425.
59,656.
54.
1,254.
58,402.
52,977.
6,994.
59,602.
59,602.
1,200.
Form 3800 (2016) Page 2Allowable Credit (Continued) Part II
Note: If you are not required to report any amounts on lines 22 or 24 below, skip lines 18 through 25 and enter -0- on line 26.
18
19
20
21
22
24
25
26
27
28
29
30
31
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
Multiply line 14 by 75% (.75) (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m mEnter the greater of line 13 or line 18 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mSubtract line 19 from line 11. If zero or less, enter -0- m m m m m m m m m m m m m m m m m m m m m m m m mSubtract line 17 from line 20. If zero or less, enter -0- m m m m m m m m m m m m m m m m m m m m m m m m mCombine the amounts from line 3 of all Parts III with box A, C, or D checked m m m m m m m m m m m m m
23Passive activity credit from line 3 of all Parts III with box B checked
Enter the applicable passive activity credit allowed for 2016 (see instructions) m m m m m m m m m m m mAdd lines 22 and 24 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mEmpowerment zone and renewal community employment credit allowed. Enter the smaller of
line 21 or line 25 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mSubtract line 13 from line 11. If zero or less, enter -0- m m m m m m m m m m m m m m m m m m m m m m m m mAdd lines 17 and 26 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mSubtract line 28 from line 27. If zero or less, enter -0- m m m m m m m m m m m m m m m m m m m m m m m m mEnter the general business credit from line 5 of all Parts III with box A checked m m m m m m m m m m m mReserved m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
32Passive activity credits from line 5 of all Parts III with box B checked
33
34
35
36
37
33
34
35
36
Enter the applicable passive activity credits allowed for 2016 (see instructions) m m m m m m m m m m mCarryforward of business credit to 2016. Enter the amount from line 5 of Part III with box C
checked and line 6 of Part III with box G checked. See instructions for statement to attach m m m m mCarryback of business credit from 2017. Enter the amount from line 5 of Part III with box D
checked (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mAdd lines 30, 33, 34, and 35 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
37 Enter the smaller of line 29 or line 36 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m38 Credit allowed for the current year. Add lines 28 and 37.
Report the amount from line 38 (if smaller than the sum of Part I, line 6, and Part II, lines 25 and
36, see instructions) as indicated below or on the applicable line of your return:
% Individuals. Form 1040, line 54, or Form 1040NR, line 51
Corporations. Form 1120, Schedule J, Part I, line 5c
Estates and trusts. Form 1041, Schedule G, line 2b
m m m m m m m m m 7% * m m m m m m m m mm m m m m m m m m m m m 89% m m m m m m m m m m m m m 38
Form 3800 (2016)
JSA
6X1801 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
51,408.
51,408.
4,145.
4,145.
4,145.
4,145.
4,145.
Form 3800 (2016) Page 3Name(s) shown on return Identifying number
General Business Credits or Eligible Small Business Credits (see instructions) Part III Complete a separate Part III for each box checked below (see instructions).
A
B
C
D
General Business Credit From a Non-Passive Activity
General Business Credit From a Passive Activity
General Business Credit Carryforwards
General Business Credit Carrybacks
E
F
G
H
Reserved
Reserved
Eligible Small Business Credit Carryforwards
Reserved
I If you are filing more than one Part III with box A or B checked, complete and attach first an additional Part III combining amounts from all Parts
III with box A or B checked. Check here if this is the consolidated Part III Im m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m(a) Description of credit (b)
If claiming the creditfrom a pass-throughentity, enter the EIN
(c)Enter the appropriate
amountNote: On any line where the credit is from more than one source, a separate Part III is needed for eachpass-through entity.
1a
b
c
d
e
f
g
h
i
j
k
l
m
n
o
p
q
r
s
t
u
v
w
x
y
z
aa
bb
zz
a
b
c
d
e
f
g
h
i
j
z
Investment (Form 3468, Part II only) (attach Form 3468)
Reserved
1a
1b
1c
1d
1e
1f
1g
1h
1i
1j
1k
1l
1m
1n
1o
1p
1q
1r
1s
1t
1u
1v
1w
1x
1y
1z
1aa
1bb
1zz
m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
Increasing research activities (Form 6765) m m m m m m m m m m m m m m m m m m m m m mLow-income housing (Form 8586, Part I only) m m m m m m m m m m m m m m m m m m m mDisabled access (Form 8826) (see instructions for limitation) m m m m m m m m m m m mRenewable electricity, refined coal, and Indian coal production (Form 8835) m m m mIndian employment (Form 8845)
Orphan drug (Form 8820)
New markets (Form 8874)
m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mSmall employer pension plan startup costs (Form 8881) (see instructions for limitation)
Employer-provided child care facilities and services (Form 8882) (see
instructions for limitation) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mBiodiesel and renewable diesel fuels (attach Form 8864) m m m m m m m m m m m m m mLow sulfur diesel fuel production (Form 8896) m m m m m m m m m m m m m m m m m m m mDistilled spirits (Form 8906)
Nonconventional source fuel (carryforward only)
Energy efficient home (Form 8908)
Energy efficient appliance (carryforward only)
Alternative motor vehicle (Form 8910)
Alternative fuel vehicle refueling property (Form 8911)
Reserved
Mine rescue team training (Form 8923)
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m
Agricultural chemicals security (carryforward only) m m m m m m m m m m m m m m m m mEmployer differential wage payments (Form 8932)
Carbon dioxide sequestration (Form 8933)
Qualified plug-in electric drive motor vehicle (Form 8936)
Qualified plug-in electric vehicle (carryforward only)
New hire retention (carryforward only)
m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m mGeneral credits from an electing large partnership (Schedule K-1 (Form 1065-B))
Other. Enhanced oil recovery (Form 8830) and certain other credits m m m m m m m m2
3
4
5
6
Add lines 1a through 1zz and enter here and on the applicable line of Part I
Enter the amount from Form 8844 here and on the applicable line of Part II
Investment (Form 3468, Part III) (attach Form 3468)
Work opportunity (Form 5884)
Biofuel producer (Form 6478)
Low-income housing (Form 8586, Part II)
Renewable electricity, refined coal, and Indian coal production (Form 8835)
2
3
4a
4b
4c
4d
4e
4f
4g
4h
4i
4j
4z
5
6
m m m mm m m m
m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m
m m m mEmployer social security and Medicare taxes paid on certain employee tips
(Form 8846) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mQualified railroad track maintenance (Form 8900)
Small employer health insurance premiums (Form 8941)
Increasing research activities (Form 6765)
Reserved
Other
Add lines 4a through 4z and enter here and on the applicable line of Part II
Add lines 2, 3, and 5 and enter here and on the applicable line of Part II
m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m mm m m m m m
JSA Form 3800 (2016)6X1802 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
238.
3,907.
4,145.4,145.
X
ROBERT F O'ROURKE & AMY S O'ROURKE
OMB No. 1545-0184Sales of Business Property(Also Involuntary Conversions and Recapture Amounts
Under Sections 179 and 280F(b)(2))Form 4797
À¾µºI Attach to your tax return.
AttachmentDepartment of the TreasuryInternal Revenue Service I 27Sequence No.Information about Form 4797 and its separate instructions is at www.irs.gov/form4797.
Name(s) shown on return Identifying number
1 Enter the gross proceeds from sales or exchanges reported to you for 2016 on Form(s) 1099-B or 1099-S (or
substitute statement) that you are including on line 2, 10, or 20. See instructions m m m m m m m m m m m m m m m m m m 1
Sales or Exchanges of Property Used in a Trade or Business and Involuntary Conversions From OtherThan Casualty or Theft - Most Property Held More Than 1 Year (see instructions)
Part I
(f) Cost or otherbasis, plus
improvements andexpense of sale
(e) Depreciationallowed or
allowable sinceacquisition
(g) Gain or (loss)Subtract (f) from the
sum of (d) and (e)
2 (a) Descriptionof property
(b) Date acquired(mo., day, yr.)
(c) Date sold(mo., day, yr.)
(d) Grosssales price
3
4
5
6
7
8
Gain, if any, from Form 4684, line 39
Section 1231 gain from installment sales from Form 6252, line 26 or 37
Section 1231 gain or (loss) from like-kind exchanges from Form 8824
Gain, if any, from line 32, from other than casualty or theft
Combine lines 2 through 6. Enter the gain or (loss) here and on the appropriate line as follows:
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 3
4
5
6
7
8
m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m
Partnerships (except electing large partnerships) and S corporations. Report the gain or (loss) following theinstructions for Form 1065, Schedule K, line 10, or Form 1120S, Schedule K, line 9. Skip lines 8, 9, 11, and 12 below.
Individuals, partners, S corporation shareholders, and all others. If line 7 is zero or a loss, enter the amount fromline 7 on line 11 below and skip lines 8 and 9. If line 7 is a gain and you didn’t have any prior year section 1231losses, or they were recaptured in an earlier year, enter the gain from line 7 as a long-term capital gain on theSchedule D filed with your return and skip lines 8, 9, 11, and 12 below.
Nonrecaptured net section 1231 losses from prior years. See instructions m m m m m m m m m m m m m m m m m m m m m m m9 Subtract line 8 from line 7. If zero or less, enter -0-. If line 9 is zero, enter the gain from line 7 on line 12 below. If line
9 is more than zero, enter the amount from line 8 on line 12 below and enter the gain from line 9 as a long-term
capital gain on the Schedule D filed with your return. See instructions m m m m m m m m m m m m m m m m m m m m m m m m 9
Ordinary Gains and Losses (see instructions) Part II 10 Ordinary gains and losses not included on lines 11 through 16 (include property held 1 year or less):
( )11
12
13
14
15
16
17
18
Loss, if any, from line 7
Gain, if any, from line 7 or amount from line 8, if applicable
Gain, if any, from line 31
Net gain or (loss) from Form 4684, lines 31 and 38a
Ordinary gain from installment sales from Form 6252, line 25 or 36
Ordinary gain or (loss) from like-kind exchanges from Form 8824
Combine lines 10 through 16
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 11
12
13
14
15
16
17
18a
18b
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
For all except individual returns, enter the amount from line 17 on the appropriate line of your return and skip lines a
and b below. For individual returns, complete lines a and b below:
a If the loss on line 11 includes a loss from Form 4684, line 35, column (b)(ii), enter that part of the loss here. Enter thepart of the loss from income-producing property on Schedule A (Form 1040), line 28, and the part of the loss fromproperty used as an employee on Schedule A (Form 1040), line 23. Identify as from "Form 4797, line 18a."See instructions m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
b Redetermine the gain or (loss) on line 17 excluding the loss, if any, on line 18a. Enter here and on Form 1040, line 14
For Paperwork Reduction Act Notice, see separate instructions. Form 4797 (2016)
JSA
6X2610 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
-273.
-273.
-273.
-273.
273.
SEE STATEMENT 13
Form 4797 (2016) Page 2
Gain From Disposition of Property Under Sections 1245, 1250, 1252, 1254, and 1255 (see instructions)
Part III
(b) Date acquired(mo., day, yr.)
(c) Date sold (mo.,day, yr.)
19 (a) Description of section 1245, 1250, 1252, 1254, or 1255 property:
A
B
C
D
Property A Property B Property C Property DIThese columns relate to the properties on lines 19A through 19D.
20 Gross sales price (Note:See line 1 before completing.) 20
21 Cost or other basis plus expense of sale 21m m m m m m m22 Depreciation (or depletion) allowed or allowable 22m m m23 Adjusted basis. Subtract line 22 from line 21 23m m m m m24 Total gain. Subtract line 23 from line 20 m m m m m m m 24
25 If section 1245 property:
a Depreciation allowed or allowable from line 22 25am m mb Enter the smaller of line 24 or 25a m m m m m m m m m 25b
26 If section 1250 property: If straight line depreciation wasused, enter -0- on line 26g, except for a corporation subjectto section 291.
a Additional depreciation after 1975. See instructions 26amb Applicable percentage multiplied by the smaller of
line 24 or line 26a. See instructions 26bm m m m m m m m mc Subtract line 26a from line 24. If residential rental property
or line 24 isn't more than line 26a, skip lines 26d and 26e 26cmd Additional depreciation after 1969 and before 1976 26dme Enter the smaller of line 26c or 26d 26em m m m m m m m mf Section 291 amount (corporations only) 26fm m m m m m mg 26gAdd lines 26b, 26e, and 26f m m m m m m m m m m m m
27 If section 1252 property: Skip this section if you didn't dispose of farmland or if this form is being completed for a partnership (other than an electing large partnership).
a Soil, water, and land clearing expenses 27am m m m m m mb Line 27a multiplied by applicable percentage. See instructions 27bmc Enter the smaller of line 24 or 27b m m m m m m m m m 27c
28 If section 1254 property:a Intangible drilling and development costs, expenditures
for development of mines and other natural deposits,
mining exploration costs, and depletion. See instructions m 28a
b Enter the smaller of line 24 or 28a 28bm m m m m m m m m29 If section 1255 property:
a Applicable percentage of payments excluded from
income under section 126. See instructions 29am m m m mb Enter the smaller of line 24 or 29a. See instructions m 29b
Summary of Part III Gains. Complete property columns A through D through line 29b before going to line 30.
30 Total gains for all properties. Add property columns A through D, line 24 30m m m m m m m m m m m m m m m m m m m m m m m m31 Add property columns A through D, lines 25b, 26g, 27c, 28b, and 29b. Enter here and on line 13 31m m m m m m m m m m m m32 Subtract line 31 from line 30. Enter the portion from casualty or theft on Form 4684, line 33. Enter the portion from
other than casualty or theft on Form 4797, line 6 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 32
Recapture Amounts Under Sections 179 and 280F(b)(2) When Business Use Drops to 50% or Less Part IV (see instructions)
(a) Section (b) Section
179 280F(b)(2)
33 Section 179 expense deduction or depreciation allowable in prior years 33m m m m m m m m m m m m m34 Recomputed depreciation. See instructions 34m m m m m m m m m m m m m m m m m m m m m m m m m m m35 Recapture amount. Subtract line 34 from line 33. See the instructions for where to report 35m m m m m
Form 4797 (2016)
JSA
6X2620 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
OMB No. 1545-0184Sales of Business Property(Also Involuntary Conversions and Recapture Amounts
Under Sections 179 and 280F(b)(2))Form 4797
À¾µºI Attach to your tax return.
AttachmentDepartment of the TreasuryInternal Revenue Service I 27Sequence No.Information about Form 4797 and its separate instructions is at www.irs.gov/form4797.
Name(s) shown on return Identifying number
1 Enter the gross proceeds from sales or exchanges reported to you for 2016 on Form(s) 1099-B or 1099-S (or
substitute statement) that you are including on line 2, 10, or 20. See instructions m m m m m m m m m m m m m m m m m m 1
Sales or Exchanges of Property Used in a Trade or Business and Involuntary Conversions From OtherThan Casualty or Theft - Most Property Held More Than 1 Year (see instructions)
Part I
(f) Cost or otherbasis, plus
improvements andexpense of sale
(e) Depreciationallowed or
allowable sinceacquisition
(g) Gain or (loss)Subtract (f) from the
sum of (d) and (e)
2 (a) Descriptionof property
(b) Date acquired(mo., day, yr.)
(c) Date sold(mo., day, yr.)
(d) Grosssales price
3
4
5
6
7
8
Gain, if any, from Form 4684, line 39
Section 1231 gain from installment sales from Form 6252, line 26 or 37
Section 1231 gain or (loss) from like-kind exchanges from Form 8824
Gain, if any, from line 32, from other than casualty or theft
Combine lines 2 through 6. Enter the gain or (loss) here and on the appropriate line as follows:
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 3
4
5
6
7
8
m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m
Partnerships (except electing large partnerships) and S corporations. Report the gain or (loss) following theinstructions for Form 1065, Schedule K, line 10, or Form 1120S, Schedule K, line 9. Skip lines 8, 9, 11, and 12 below.
Individuals, partners, S corporation shareholders, and all others. If line 7 is zero or a loss, enter the amount fromline 7 on line 11 below and skip lines 8 and 9. If line 7 is a gain and you didn’t have any prior year section 1231losses, or they were recaptured in an earlier year, enter the gain from line 7 as a long-term capital gain on theSchedule D filed with your return and skip lines 8, 9, 11, and 12 below.
Nonrecaptured net section 1231 losses from prior years. See instructions m m m m m m m m m m m m m m m m m m m m m m m9 Subtract line 8 from line 7. If zero or less, enter -0-. If line 9 is zero, enter the gain from line 7 on line 12 below. If line
9 is more than zero, enter the amount from line 8 on line 12 below and enter the gain from line 9 as a long-term
capital gain on the Schedule D filed with your return. See instructions m m m m m m m m m m m m m m m m m m m m m m m m 9
Ordinary Gains and Losses (see instructions) Part II 10 Ordinary gains and losses not included on lines 11 through 16 (include property held 1 year or less):
( )11
12
13
14
15
16
17
18
Loss, if any, from line 7
Gain, if any, from line 7 or amount from line 8, if applicable
Gain, if any, from line 31
Net gain or (loss) from Form 4684, lines 31 and 38a
Ordinary gain from installment sales from Form 6252, line 25 or 36
Ordinary gain or (loss) from like-kind exchanges from Form 8824
Combine lines 10 through 16
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 11
12
13
14
15
16
17
18a
18b
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
For all except individual returns, enter the amount from line 17 on the appropriate line of your return and skip lines a
and b below. For individual returns, complete lines a and b below:
a If the loss on line 11 includes a loss from Form 4684, line 35, column (b)(ii), enter that part of the loss here. Enter thepart of the loss from income-producing property on Schedule A (Form 1040), line 28, and the part of the loss fromproperty used as an employee on Schedule A (Form 1040), line 23. Identify as from "Form 4797, line 18a."See instructions m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
b Redetermine the gain or (loss) on line 17 excluding the loss, if any, on line 18a. Enter here and on Form 1040, line 14
For Paperwork Reduction Act Notice, see separate instructions. Form 4797 (2016)
JSA
6X2610 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ALTERNATIVE MINIMUM TAXROBERT F O'ROURKE & AMY S O'ROURKE
-276.
-276.
-276.
-276.
276.
SEE STATEMENT 14
Form 4797 (2016) Page 2
Gain From Disposition of Property Under Sections 1245, 1250, 1252, 1254, and 1255 (see instructions)
Part III
(b) Date acquired(mo., day, yr.)
(c) Date sold (mo.,day, yr.)
19 (a) Description of section 1245, 1250, 1252, 1254, or 1255 property:
A
B
C
D
Property A Property B Property C Property DIThese columns relate to the properties on lines 19A through 19D.
20 Gross sales price (Note:See line 1 before completing.) 20
21 Cost or other basis plus expense of sale 21m m m m m m m22 Depreciation (or depletion) allowed or allowable 22m m m23 Adjusted basis. Subtract line 22 from line 21 23m m m m m24 Total gain. Subtract line 23 from line 20 m m m m m m m 24
25 If section 1245 property:
a Depreciation allowed or allowable from line 22 25am m mb Enter the smaller of line 24 or 25a m m m m m m m m m 25b
26 If section 1250 property: If straight line depreciation wasused, enter -0- on line 26g, except for a corporation subjectto section 291.
a Additional depreciation after 1975. See instructions 26amb Applicable percentage multiplied by the smaller of
line 24 or line 26a. See instructions 26bm m m m m m m m mc Subtract line 26a from line 24. If residential rental property
or line 24 isn't more than line 26a, skip lines 26d and 26e 26cmd Additional depreciation after 1969 and before 1976 26dme Enter the smaller of line 26c or 26d 26em m m m m m m m mf Section 291 amount (corporations only) 26fm m m m m m mg 26gAdd lines 26b, 26e, and 26f m m m m m m m m m m m m
27 If section 1252 property: Skip this section if you didn't dispose of farmland or if this form is being completed for a partnership (other than an electing large partnership).
a Soil, water, and land clearing expenses 27am m m m m m mb Line 27a multiplied by applicable percentage. See instructions 27bmc Enter the smaller of line 24 or 27b m m m m m m m m m 27c
28 If section 1254 property:a Intangible drilling and development costs, expenditures
for development of mines and other natural deposits,
mining exploration costs, and depletion. See instructions m 28a
b Enter the smaller of line 24 or 28a 28bm m m m m m m m m29 If section 1255 property:
a Applicable percentage of payments excluded from
income under section 126. See instructions 29am m m m mb Enter the smaller of line 24 or 29a. See instructions m 29b
Summary of Part III Gains. Complete property columns A through D through line 29b before going to line 30.
30 Total gains for all properties. Add property columns A through D, line 24 30m m m m m m m m m m m m m m m m m m m m m m m m31 Add property columns A through D, lines 25b, 26g, 27c, 28b, and 29b. Enter here and on line 13 31m m m m m m m m m m m m32 Subtract line 31 from line 30. Enter the portion from casualty or theft on Form 4684, line 33. Enter the portion from
other than casualty or theft on Form 4797, line 6 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 32
Recapture Amounts Under Sections 179 and 280F(b)(2) When Business Use Drops to 50% or Less Part IV (see instructions)
(a) Section (b) Section
179 280F(b)(2)
33 Section 179 expense deduction or depreciation allowable in prior years 33m m m m m m m m m m m m m34 Recomputed depreciation. See instructions 34m m m m m m m m m m m m m m m m m m m m m m m m m m m35 Recapture amount. Subtract line 34 from line 33. See the instructions for where to report 35m m m m m
Form 4797 (2016)
JSA
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SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKEALTERNATIVE MINIMUM TAX
OMB No. 1545-0074Alternative Minimum Tax - IndividualsForm 6251
I Information about Form 6251 and its separate instructions is at www.irs.gov/form6251.Department of the Treasury
Internal Revenue Service (99)
À¾µºAttachmentSequence No. 32I Attach to Form 1040 or Form 1040NR.
Name(s) shown on Form 1040 or Form 1040NR Your social security number
Alternative Minimum Taxable Income (See instructions for how to complete each line.) Part I
1 If filing Schedule A (Form 1040), enter the amount from Form 1040, line 41, and go to line 2. Otherwise,
enter the amount from Form 1040, line 38, and go to line 7. (If less than zero, enter as a negative amount.) 1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
m m m2 Medical and dental. If you or your spouse was 65 or older, enter the smaller of Schedule A (Form 1040),
line 4, or 2.5% (0.025) of Form 1040, line 38. If zero or less, enter -0- m m m m m m m m m m m m m m m m m m m3
4
5
Taxes from Schedule A (Form 1040), line 9 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mEnter the home mortgage interest adjustment, if any, from line 6 of the worksheet in the instructions for this line m mMiscellaneous deductions from Schedule A (Form 1040), line 27m m m m m m m m m m m m m m m m m m m m m m
(
(
)
)
6 If Form 1040, line 38, is $155,650 or less, enter -0-. Otherwise, see instructions
Tax refund from Form 1040, line 10 or line 21
Investment interest expense (difference between regular tax and AMT)
Depletion (difference between regular tax and AMT)
m m m m m m m m m m m m m7
8
9
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
Net operating loss deduction from Form 1040, line 21. Enter as a positive amount
Alternative tax net operating loss deduction
Interest from specified private activity bonds exempt from the regular tax
Qualified small business stock, see instructions
Exercise of incentive stock options (excess of AMT income over regular tax income)
Estates and trusts (amount from Schedule K-1 (Form 1041), box 12, code A)
Electing large partnerships (amount from Schedule K-1 (Form 1065-B), box 6)
Disposition of property (difference between AMT and regular tax gain or loss)
Depreciation on assets placed in service after 1986 (difference between regular tax and AMT)
Passive activities (difference between AMT and regular tax income or loss)
Loss limitations (difference between AMT and regular tax income or loss)
Circulation costs (difference between regular tax and AMT)
Long-term contracts (difference between AMT and regular tax income)
Mining costs (difference between regular tax and AMT)
Research and experimental costs (difference between regular tax and AMT)
Income from certain installment sales before January 1, 1987
Intangible drilling costs preference
Other adjustments, including income-based related adjustments
m m m m m m m m m m m m( )m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m mm m m m m m m m m m m m m m mm m m m m m m m m m m m m m mm m m m m m m m m m m m m m m
m m m m m mm m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m( )m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m28 Alternative minimum taxable income. Combine lines 1 through 27. (If married filing separately and line
28 is more than $247,450, see instructions.) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mAlternative Minimum Tax (AMT) Part II
29 Exemption. (If you were under age 24 at the end of 2016, see instructions.)
IF your filing status is . . . AND line 28 is not over . . . THEN enter on line 29 . . . 7Single or head of household
Married filing jointly or qualifying widow(er)
Married filing separately
If line 28 is over the amount shown above for your filing status, see instructions.
$119,700
159,700
79,850
$53,900
83,800
41,900
m m m m m m m m m m m m m m m m*m m m m m m m m 8
29
30
31
32
33
34
35
m m m m m m m m m mm m m m m m m m m 930 Subtract line 29 from line 28. If more than zero, go to line 31. If zero or less, enter -0- here and on lines 31,
33, and 35, and go to line 34 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m%31 If you are filing Form 2555 or 2555-EZ, see instructions for the amount to enter. 7% If you reported capital gain distributions directly on Form 1040, line 13; you reported qualified dividends
on Form 1040, line 9b; or you had a gain on both lines 15 and 16 of Schedule D (Form 1040) (as refigured
for the AMT, if necessary), complete Part III on the back and enter the amount from line 64 here. * m m m8% All others: If line 30 is $186,300 or less ($93,150 or less if married filing separately), multiply line
30 by 26% (0.26). Otherwise, multiply line 30 by 28% (0.28) and subtract $3,726 ($1,863 if
married filing separately) from the result. 932 Alternative minimum tax foreign tax credit (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m33 Tentative minimum tax. Subtract line 32 from line 31 m m m m m m m m m m m m m m m m m m m m m m m m m m m m34 Add Form 1040, line 44 (minus any tax from Form 4972), and Form 1040, line 46. Subtract from the result any
foreign tax credit from Form 1040, line 48. If you used Schedule J to figure your tax on Form 1040, line 44,
refigure that tax without using Schedule J before completing this line (see instructions) m m m m m m m m m m m m m m m35 AMT. Subtract line 34 from line 33. If zero or less, enter -0-. Enter here and on Form 1040, line 45 m m mFor Paperwork Reduction Act Notice, see your tax return instructions. Form 6251 (2016)
JSA6X4700 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
256,929.
7,422.
13,353.
3,967.
NONE-3.
-640.
280,529.
53,593.
226,936.
59,656.
54.
499.
59,602.
54,177.5,425.
STMT 15
STMT 15
STMT 17
Form 6251 (2016) Page 2
Tax Computation Using Maximum Capital Gains RatesComplete Part III only if you are required to do so by line 31 or by the Foreign Earned Income Tax Worksheet in the instructions.
Part III
36 Enter the amount from Form 6251, line 30. If you are filing Form 2555 or 2555-EZ, enter the amountfrom line 3 of the worksheet in the instructions for line 31 36m m m m m m m m m m m m m m m m m m m m m m m m m m
37 Enter the amount from line 6 of the Qualified Dividends and Capital Gain Tax Worksheet in theinstructions for Form 1040, line 44, or the amount from line 13 of the Schedule D Tax Worksheet in theinstructions for Schedule D (Form 1040), whichever applies (as refigured for the AMT, if necessary) (seeinstructions). If you are filing Form 2555 or 2555-EZ, see instructions for the amount to enter 37
38
39
43
44
45
46
47
48
49
50
52
53
55
56
m m m m m m m38 Enter the amount from Schedule D (Form 1040), line 19 (as refigured for the AMT, if necessary) (see
instructions). If you are filing Form 2555 or 2555-EZ, see instructions for the amount to enter m m m m m m m39 If you did not complete a Schedule D Tax Worksheet for the regular tax or the AMT, enter the amount
from line 37. Otherwise, add lines 37 and 38, and enter the smaller of that result or the amount from line10 of the Schedule D Tax Worksheet (as refigured for the AMT, if necessary). If you are filing Form 2555or 2555-EZ, see instructions for the amount to enter m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
40 Enter the smaller of line 36 or line 39 40
41
42
51
54
57
58
59
60
61
62
63
64
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m41 Subtract line 40 from line 36 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m42 If line 41 is $186,300 or less ($93,150 or less if married filing separately), multiply line 41 by 26% (0.26). Otherwise,
multiply line 41 by 28% (0.28) and subtract $3,726 ($1,863 if married filing separately) from the result Im m m m m m43 Enter:
7%%%
$75,300 if married filing jointly or qualifying widow(er),
$37,650 if single or married filing separately, or
$50,400 if head of household.
* m m m m m m m m m m m m m8944 Enter the amount from line 7 of the Qualified Dividends and Capital Gain Tax Worksheet in the instructions
for Form 1040, line 44, or the amount from line 14 of the Schedule D Tax Worksheet in the instructionsfor Schedule D (Form 1040), whichever applies (as figured for the regular tax). If you did not completeeither worksheet for the regular tax, enter the amount from Form 1040, line 43; if zero or less, enter -0-.If you are filing Form 2555 or 2555-EZ, see instructions for the amount to enter m m m m m m m m m m m m m m
45
46
47
48
Subtract line 44 from line 43. If zero or less, enter -0-
Enter the smaller of line 36 or line 37
Enter the smaller of line 45 or line 46. This amount is taxed at 0%
Subtract line 47 from line 46
m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
49 Enter:
7%%%%
$415,050 if single
$233,475 if married filing separately
$466,950 if married filing jointly or qualifying widow(er)
$441,000 if head of household
* m m m m m m m m m m m m m89
50 Enter the amount from line 45 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m51 Enter the amount from line 7 of the Qualified Dividends and Capital Gain Tax Worksheet in the
instructions for Form 1040, line 44, or the amount from line 19 of the Schedule D Tax Worksheet,whichever applies (as figured for the regular tax). If you did not complete either worksheet for the regulartax, enter the amount from Form 1040, line 43; if zero or less, enter -0-. If you are filing Form 2555 orForm 2555-EZ, see instructions for the amount to enter m m m m m m m m m m m m m m m m m m m m m m m m m m m m
52
53
54
55
56
57
58
59
60
61
62
63
Add line 50 and line 51
Subtract line 52 from line 49. If zero or less, enter -0-
Enter the smaller of line 48 or line 53
Multiply line 54 by 15% (0.15)
Add lines 47 and 54
If lines 56 and 36 are the same, skip lines 57 through 61 and go to line 62. Otherwise, go to line 57.
Subtract line 56 from line 46
Multiply line 57 by 20% (0.20)
If line 38 is zero or blank, skip lines 59 through 61 and go to line 62. Otherwise, go to line 59.
Add lines 41, 56, and 57
Subtract line 59 from line 36
Multiply line 60 by 25% (0.25)
Add lines 42, 55, 58, and 61
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
Im m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf line 36 is $186,300 or less ($93,150 or less if married filing separately), multiply line 36 by 26% (0.26).
Otherwise, multiply line 36 by 28% (0.28) and subtract $3,726 ($1,863 if married filing separately) from the result
64 Enter the smaller of line 62 or line 63 here and on line 31. If you are filing Form 2555 or 2555-EZ, do notenter this amount on line 31. Instead, enter it on line 4 of the worksheet in the instructions for line 31 m m
JSA Form 6251 (2016)6X4701 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
226,936.
1,231.
1,231.1,231.
225,705.
59,471.
238,283.
1,231.
1,231.
185.
59,656.
59,816.
59,656.
75,300.
1,231.
1,231.
238,283.238,283.228,667.
466,950.
STMT 18
STMT 18
OMB No. 1545-1971SCHEDULE H(Form 1040)
Household Employment Taxes(For Social Security, Medicare, Withheld Income, and Federal Unemployment (FUTA) Taxes)
I Attach to Form 1040, 1040NR, 1040-SS, or 1041.
Information about Schedule H and its separate instructions is at www.irs.gov/scheduleh.
À¾µºDepartment of the Treasury
Internal Revenue Service (99)AttachmentSequence No. 44I
Name of employer Social security number
Employer identification number
Calendar year taxpayers having no household employees in 2016 don't have to complete this form for 2016.
A Did you pay any one household employee cash wages of $2,000 or more in 2016? (If any household employee was your
spouse, your child under age 21, your parent, or anyone under age 18, see the line A instructions before you answer this
question.)
Yes. Skip lines B and C and go to line 1.
No. Go to line B.
B Did you withhold federal income tax during 2016 for any household employee?
Yes. Skip line C and go to line 7.
No. Go to line C.
C Did you pay total cash wages of $1,000 or more in any calendar quarter of 2015 or 2016 to all household employees?
(Don't count cash wages paid in 2015 or 2016 to your spouse, your child under age 21, or your parent.)
No. Stop. Don't file this schedule.
Yes. Skip lines 1-9 and go to line 10.
Social Security, Medicare, and Federal Income Taxes Part I
11
2
3
4
5
6
7
Total cash wages subject to social security tax
Social security tax. Multiply line 1 by 12.4% (0.124)
Total cash wages subject to Medicare tax
Medicare tax. Multiply line 3 by 2.9% (0.029)
Total cash wages subject to Additional Medicare Tax withholding
Additional Medicare Tax withholding. Multiply line 5 by 0.9% (0.009)
Federal income tax withheld, if any
2
m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m
3
4
m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
5m m m m6
7
m m m m m m m m m m m m m m m m m m
8
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m8
9
Total social security, Medicare, and federal income taxes. Add lines 2, 4, 6, and 7m m m m m m m m m m mDid you pay total cash wages of $1,000 or more in any calendar quarter of 2015 or 2016 to all household employees?
(Don't count cash wages paid in 2015 or 2016 to your spouse, your child under age 21, or your parent.)
No. Stop. Include the amount from line 8 above on Form 1040, line 60a. If you're not required to file Form 1040, see the
line 9 instructions.
Yes. Go to line 10.
For Privacy Act and Paperwork Reduction Act Notice, see the instructions. Schedule H (Form 1040) 2016
JSA6X3023 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE
X
18,385.
2,280.
18,385.
533.
NONE
2,813.
X
STMT 19
Schedule H (Form 1040) 2016 Page 2
Federal Unemployment (FUTA) Tax Part II Yes No
Did you pay unemployment contributions to only one state? If you paid contributions to a credit reduction
state, see instructions and check "No." 10
11
12
10
11
12
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid you pay all state unemployment contributions for 2016 by April 18, 2017? Fiscal year filers see instructions m mWere all wages that are taxable for FUTA tax also taxable for your state's unemployment tax? m m m m m m m m m m m m m
Next: If you checked the "Yes" box on all the lines above, complete Section A.If you checked the "No" box on any of the lines above, skip Section A and complete Section B.
Section A
I13
14
15
Name of the state where you paid unemployment contributions
14Contributions paid to your state unemployment fund m m m m m m m m15Total cash wages subject to FUTA tax16
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m16 FUTA tax. Multiply line 15 by 0.6% (0.006). Enter the result here, skip Section B, and go to line 25 m
Section BComplete all columns below that apply (if you need more space, see instructions):17
(a)Name of state
(b)Taxable wages (as
defined in state act)
(c)State experience rate
period
(d)State
experience
rate
(e)Multiply col. (b) by
0.054
(f)Multiply col. (b)
by col. (d)
(g)Subtract col. (f)from col. (e). If
zero or less,enter -0-.
(h)Contributionspaid to state
unemploymentfundToFrom
18m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m18 Totals19m m m m m m m m m m m m m m m m m m m19 Add columns (g) and (h) of line 18
2020 Total cash wages subject to FUTA tax (see the line 15 instructions)
21m m m m m m m m m m m m m m m m m m
21 Multiply line 20 by 6.0% (0.060) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m2222 Multiply line 20 by 5.4% (0.054) m m m m m m m m m m m m m m m m m m m m
23 Enter the smaller of line 19 or line 22 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m23(Employers in a credit reduction state must use the worksheet on page H-7 and check here) m m24m m m m m m m m m m m24 FUTA tax. Subtract line 23 from line 21. Enter the result here and go to line 25
Total Household Employment Taxes Part III
2525 Enter the amount from line 8. If you checked the "Yes" box on line C of page 1, enter -0- m m m m m m2626 Add line 16 (or line 24) and line 25 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
27 Are you required to file Form 1040?
Yes. Stop. Include the amount from line 26 above on Form 1040, line 60a. Don't complete Part IV below.No. You may have to complete Part IV. See instructions for details.
Address and Signature - Complete this part only if required. See the line 27 instructions. Part IV Address (number and street) or P.O. box if mail isn't delivered to street address Apt., room, or suite no.
City, town or post office, state, and ZIP code
Under penalties of perjury, I declare that I have examined this schedule, including accompanying statements, and to the best of my knowledge and belief, it is true,correct, and complete. No part of any payment made to a state unemployment fund claimed as a credit was, or is to be, deducted from the payments to employees.Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
M MEmployer's signature Date
Print/Type preparer's name Preparer's signature Date PTINCheck ifPaidself-employed
Preparer II
IFirm's name Firm's EINUse OnlyPhone no.Firm's address
JSA Schedule H (Form 1040) 20166X3024 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE
XXX
TX 18,385. 993. 993.
993.993.
7,000.420.
340.
340.80.
2,813.2,893.
X
OMB No. 1545-0191Form 4952 Investment Interest Expense Deduction
I Information about Form 4952 and its instructions is at www.irs.gov/form4952. À¾µºDepartment of the Treasury AttachmentI Attach to your tax return.Internal Revenue Service (99) 51Sequence No.
Name(s) shown on return Identifying number
Total Investment Interest Expense Part I
11 Investment interest expense paid or accrued in 2016 (see instructions) m m m m m m m m m m m m m m m m m m22 Disallowed investment interest expense from 2015 Form 4952, line 7 m m m m m m m m m m m m m m m m m m
3 Total investment interest expense. Add lines 1 and 2 m m m m m m m m m m m m m m m m m m m m m m m m m m m 3
Net Investment Income Part II
4a Gross income from property held for investment (excluding any net
gain from the disposition of property held for investment) 4am m m m m m m m m m4bb Qualified dividends included on line 4a m m m m m m m m m m m m m m m m m m m m
c Subtract line 4b from line 4a m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 4c
4dd Net gain from the disposition of property held for investment m m m m m m m me Enter the smaller of line 4d or your net capital gain from the
disposition of property held for investment (see instructions) 4em m m m m m m m m4ff Subtract line 4e from line 4d m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
g Enter the amount from lines 4b and 4e that you elect to include in investment income (see
instructions) 4gm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mh Investment income. Add lines 4c, 4f, and 4g 4hm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
Investment expenses (see instructions)5 5m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m6 Net investment income. Subtract line 5 from line 4h. If zero or less, enter -0- 6m m m m m m m m m m m m m m
Investment Interest Expense Deduction Part III
7 Disallowed investment interest expense to be carried forward to 2017. Subtract line 6 from
7line 3. If zero or less, enter -0- m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m8 Investment interest expense deduction. Enter the smaller of line 3 or 6. See instructions m m m m m m m 8
For Paperwork Reduction Act Notice, see page 4. Form 4952 (2016)
JSA
6X3000 1.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
28,782.13,751.42,533.
50,785.
NONE
NONENONE
NONE49,554.14,306.35,248.
7,285.35,248.
1,231.49,554.
SEE STATEMENT 20
SEE STATEMENT 21
SEE STMT 23
SEE STATEMENT 24
OMB No. 1545-0191Form 4952 Investment Interest Expense Deduction
I Information about Form 4952 and its instructions is at www.irs.gov/form4952. À¾µºDepartment of the Treasury AttachmentI Attach to your tax return.Internal Revenue Service (99) 51Sequence No.
Name(s) shown on return Identifying number
Total Investment Interest Expense Part I
11 Investment interest expense paid or accrued in 2016 (see instructions) m m m m m m m m m m m m m m m m m m22 Disallowed investment interest expense from 2015 Form 4952, line 7 m m m m m m m m m m m m m m m m m m
3 Total investment interest expense. Add lines 1 and 2 m m m m m m m m m m m m m m m m m m m m m m m m m m m 3
Net Investment Income Part II
4a Gross income from property held for investment (excluding any net
gain from the disposition of property held for investment) 4am m m m m m m m m m4bb Qualified dividends included on line 4a m m m m m m m m m m m m m m m m m m m m
c Subtract line 4b from line 4a m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 4c
4dd Net gain from the disposition of property held for investment m m m m m m m me Enter the smaller of line 4d or your net capital gain from the
disposition of property held for investment (see instructions) 4em m m m m m m m m4ff Subtract line 4e from line 4d m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
g Enter the amount from lines 4b and 4e that you elect to include in investment income (see
instructions) 4gm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mh Investment income. Add lines 4c, 4f, and 4g 4hm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
Investment expenses (see instructions)5 5m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m6 Net investment income. Subtract line 5 from line 4h. If zero or less, enter -0- 6m m m m m m m m m m m m m m
Investment Interest Expense Deduction Part III
7 Disallowed investment interest expense to be carried forward to 2017. Subtract line 6 from
7line 3. If zero or less, enter -0- m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m8 Investment interest expense deduction. Enter the smaller of line 3 or 6. See instructions m m m m m m m 8
For Paperwork Reduction Act Notice, see page 4. Form 4952 (2016)
JSA
6X3000 1.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ALTERNATIVE MINIMUM TAX
ROBERT F O'ROURKE & AMY S O'ROURKE
28,782.2,499.
31,281.
50,785.
NONE
NONENONE
NONE49,554.
953.48,601.
NONE31,281.
1,231.49,554.
SEE STATEMENT 25
SEE STMT 27
OMB No. 1545-2227Net Investment Income Tax-Form ¼½º´ Individuals, Estates, and Trusts
I À¾µºAttach to your tax return.Department of the Treasury
Internal Revenue Service (99)AttachmentI Information about Form 8960 and its separate instructions is at www.irs.gov/form8960. Sequence No. 72
Name(s) shown on your tax return Your social security number or EIN
Investment Income Section 6013(g) election (see instructions)
Section 6013(h) election (see instructions)
Regulations section 1.1411-10(g) election (see instructions)
Part I
1
2
3
4c
5d
6
7
8
9d
10
11
12
16
17
20
21
1
2
3
4
5
6
7
8
Taxable interest (see instructions)
Ordinary dividends (see instructions)
Annuities (see instructions)
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
a
b
c
a
b
c
d
Rental real estate, royalties, partnerships, S corporations, trusts,
etc. (see instructions) 4a
4b
m m m m m m m m m m m m m m m m m m m m m m m m m m m mAdjustment for net income or loss derived in the ordinary course of
a non-section 1411 trade or business (see instructions) m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mCombine lines 4a and 4b5a
5b
5c
Net gain or loss from disposition of property (see instructions) m m m m m mNet gain or loss from disposition of property that is not subject to
net investment income tax (see instructions) m m m m m m m m m m m m m m mAdjustment from disposition of partnership interest or S corporation
stock (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m mCombine lines 5a through 5c m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mAdjustments to investment income for certain CFCs and PFICs (see instructions)
Other modifications to investment income (see instructions)
m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m
Total investment income. Combine lines 1, 2, 3, 4c, 5d, 6, and 7m m m m m m m m m m m m m m m m m m m mInvestment Expenses Allocable to Investment Income and Modifications Part II
9a
9b
9c
9
10
11
a
b
c
d
Investment interest expenses (see instructions)
State, local, and foreign income tax (see instructions)
Miscellaneous investment expenses (see instructions)
Add lines 9a, 9b, and 9c
m m m m m m m m m m m m m mm m m m m m m m m m m
m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
Additional modifications (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mTotal deductions and modifications. Add lines 9d and 10 m m m m m m m m m m m m m m m m m m m m m m m
Tax Computation Part III
12
13
14
15
16
17
18
19
20
21
Net investment income. Subtract Part II, line 11 from Part I, line 8. Individuals complete lines 13-
17. Estates and trusts complete lines 18a-21. If zero or less, enter -0- m m m m m m m m m m m m m m m m mIndividuals:Modified adjusted gross income (see instructions)
Threshold based on filing status (see instructions)
Subtract line 14 from line 13. If zero or less, enter -0-
Enter the smaller of line 12 or line 15
13
14
15
m m m m m m m m m m m mm m m m m m m m m m m m
m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
Net investment income tax for individuals. Multiply line 16 by 3.8% (.038). Enter here and
include on your tax return (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mEstates and Trusts:Net investment income (line 12 above) 18a
18b
18c
19a
19b
19c
a
b
c
a
b
c
m m m m m m m m m m m m m m m m m mDeductions for distributions of net investment income and
deductions under section 642(c) (see instructions) m m m m m m m m m m m mUndistributed net investment income. Subtract line 18b from 18a (see
instructions). If zero or less, enter -0- m m m m m m m m m m m m m m m m m m mAdjusted gross income (see instructions) m m m m m m m m m m m m m m m m mHighest tax bracket for estates and trusts for the year (see
instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mSubtract line 19b from line 19a. If zero or less, enter -0-
Enter the smaller of line 18c or line 19c
m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
Net investment income tax for estates and trusts. Multiply line 20 by 3.8% (.038). Enter hereand include on your tax return (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m
For Paperwork Reduction Act Notice, see your tax return instructions. Form 8960 (2016)
JSA
6X2735 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
42,380.8,334.
32,357.
32,357.-3,273.
-264.
-3,537.
79,534.
35,248.
13,353.48,601.
48,601.
30,933.
327,947.250,000.77,947.
30,933.
1,175.
STMT 28
STMT 29
STMT 30
Lines 5a-5d - Net Gains and Losses Worksheet Keep for Your Records
(A)Capital gains/(losses):Form 1040, line 13;
Form 1041, line 4; Form1041-QFT, line 3; Form
1040NR, statementreflecting U.S.
residency portion ofForm 1040, line 13
(B)Ordinary gains/
(losses): Form 1040,line 14; Form 1041,
line 7; Form1041-QFT, portion
of line 4 attributed toordinary gain/(loss);
Form 1040NR,statement reflecting
U.S. residencyportion of Form1040, line 14
Total of columns (A)+(B)
Enterthis
amount on line 5a
1. Beginning net gains and losses
2. Gains and losses excluded from net investment income. Use current year amounts for lines 2a-2g and 2i.
(a) Enter net gains from the disposition of property used in anon-section 1411 trade or business (enter as negativeamounts):
Name of Trade or Business Amount ( ) ( )
( )
( )(b) Enter net losses from the disposition of property used in a
non-section 1411 trade or business (enter as positive amounts):
Name of Trade or Business Amount
(c) Enter net losses from a former passive activity (FPA)allowed by reason of section 469(f)(1)(A) m m m m m m m m m m m m m m
(d) Gains recognized in the current year for paymentsreceived on an installment sale obligation or privateannuity for the disposition of property used in anon-section 1411 trade or business ( )m m m m m m m m m m m m m m m m
(e) Enter the net gain attributable to the net unrealizedappreciation (NUA) in employer securities ( )m m m m m m m m m m m m m m
(f) In the case of a QEF (other than a QEF held in a section1411 trade or business) for which a section 1.1411-10(g)election is not in effect, enter the amount treated aslong-term capital gain for regular income tax purposesunder section 1293(a)(1)(B) ( )m m m m m m m m m m m m m m m m m m m
(g) Enter any other gains and losses included in net investmentincome that are not otherwise reported on Form 8960 and anyother gains and losses excluded from net investment incomereported on line 5a (enter excluded gains as a negative numberand excluded losses as a positive number) m m m m m m m m m m m m m
(h) Enter the amount reported on line 2(i) of this worksheetfrom your prior tax year return calculations. Enter as apositive number m m m m m m m m m m m m m m m m m m m m m m m m
(i) If you do not have a capital loss carryover to next year,then skip this line and go to line 2(j). Otherwise, enter thelesser of (i)(1) or (i)(2) as a negative amount ( )m m m m m m m m m m m m(i)(1) If the sum of the amounts entered
on lines 2(a)-2(h) and line 3(d), column
(A), is greater than zero, enter that
amount here. Otherwise, enter -0- on
line 2(i) and go to line 2(j) m m m m m m m m m mOR
(i)(2) The amount of capital loss carried
over to next year (Schedule D (Form
1040), line 16, less the amount allowed
as a current deduction on Schedule D
(Form 1040), line 21) entered as a
positive number m m m m m m m m m m m m m mEnter
thisamount
on line 5b
(j) Sum of lines 2(a) through 2(i)
6X2760 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
-3,000. -273. -3,273.
264.STMT 31
NONE
NONE
-264. -264.
Lines 5a-5d - Net Gains and Losses Worksheet-continued Keep for Your Records
(A) (B) Total of columns (A)+(B)
Capital gains/(losses):
Form 1040, line 13; Form
1041, line 4; Form
1041-QFT, line 3; Form
1040NR, statement
reflecting U.S. residency
portion of Form 1040,
line 13
Ordinary gains/
(losses): Form 1040,
line 14; Form 1041,
line 7; Form
1041-QFT, portion of
line 4 attributed to
ordinary gain/(loss);
Form 1040NR,
statement reflecting
U.S. residency portion
of Form 1040, line 14
3. Adjustment for gains and losses attributable to the disposition of interests in partnerships and S corporations
(a)
Net
Gains
(i)
(ii)
(iii)
(i)
(ii)
(iii)
(i)
(ii)
(iii)
Enter the amount of net gain from the disposition of a
partnership or S corporation included in line 5a to which
section 1411(c)(4)(A) applies
Enter the amount of net gain included in net investment
income after the application of Regulations section
1.1411-7. (The sum of columns A and B of line 3(a)(ii)
must be less than, or equal to, the sum of columns A and
B of line 3(a)(i).)
Enter the difference between line 3(a)(i) and line 3(a)
(ii)
Enter the amount of net loss from the disposition of a
partnership or S corporation included in line 5a to which
section 1411(c)(4)(B) applies
Enter the amount of net loss included in net investment
income after the application of Regulations section
1.1411-7. (The sum of columns A and B of line 3(b)(ii)
must be less than, or equal to, the sum of columns A and
B of line 3(b)(i).)
Enter the difference between line 3(b)(i) and line 3(b)
(ii)
Enter the amount of gain recognized in the current year
attributable to payments received on an installment sale
obligation or private annuity that was attributable to the
disposition of an interest in a partnership or an S
corporation in a year preceding the current year. Also
report any gain or loss associated with section 736(b)
payments on this line
Enter the amount of adjustment attributable to such
gain
Subtract line 3(c)(ii) from line 3(c)(i)
m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m
(b)
Net
Losses m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m
(c)
Deferred
Sales
m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m(d) Combine the amounts on lines 3(a)(iii), 3(b)(iii), and 3(c)
(iii)Enter this
amounton line 5c
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m4. Sum of items reported on lines 5a-5c
Enter thisamount
on line 5d
Add lines 1, 2(j), and 3(d) m m m m m m m m m m m m m m m m m m m m m m m m mIf the amount of gain for NIIT purposes is less than the amount of gain for regular income tax purposes, the entry on lines 3(a)(iii), 3(b)(iii),
or 3(c)(iii) should be a negative number. TIP If the amount of loss for NIIT purposes is less than the amount of loss for regular income tax purposes, the entry on lines 3(a)(iii), 3(b)(iii),
or 3(c)(iii) should be a positive number.
6X2761 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
-3,264. -273. -3,537.
OMB No. 1545-0219Work Opportunity Credit5884Form
(Rev. December 2016) I Attach to your tax return.Department of the TreasuryInternal Revenue Service
AttachmentSequence No.I Information about Form 5884 and its separate instructions is at www.irs.gov/form5884. 77
Name(s) shown on return Identifying number
1
2
3
4
5
Enter on the applicable line below the total qualified first- or second-year wages paidor incurred during the tax year, and multiply by the percentage shown, for services ofemployees who are certified as members of a targeted group.
a Qualified first-year wages of employees who workedfor you at least 120 hours but fewer than 400 hours 1a$ x 25% (0.25)m
b Qualified first-year wages of employees who workedfor you at least 400 hours 1b$ x 40% (0.40)m m m m m m m m m m m m m m m m m
c Qualified second-year wages of employees certified aslong-term family assistance recipients 1cm m m m m m m m m m $ x 50% (0.50)
Add lines 1a, 1b, and 1c. See instructions for the adjustment you must make to2
3
4
5
6
salaries and wages m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mWork opportunity credit from partnerships, S corporations, cooperatives, estates, andtrusts (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mAdd lines 2 and 3. Cooperatives, estates, and trusts, go to line 5. Partnerships andS corporations, stop here and report this amount on Schedule K. All others, stop hereand report this amount on Form 3800, Part III, line 4b m m m m m m m m m m m m m m m m m m m m mAmount allocated to patrons of the cooperative or beneficiaries of the estate or trust(see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
6 Cooperatives, estates, and trusts, subtract line 5 from line 4. Report this amount onForm 3800, Part III, line 4b m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
For Paperwork Reduction Act Notice, see separate instructions. Form 5884 (Rev. 12-2016)
JSA
6X4610 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
238.
238.
OMB No. 1545-0644Gains and Losses From Section 1256Form 6781 Contracts and Straddles
I À¾µºInformation about Form 6781 and its instructions is at www.irs.gov/form6781.
Department of the Treasury AttachmentI Attach to your tax return.Internal Revenue Service Sequence No. 82Name(s) shown on tax return Identifying number
Check all applicable boxes (see instructions). A Mixed straddle election C Mixed straddle account election
B Straddle-by-straddle identification election D Net section 1256 contracts loss election
Section 1256 Contracts Marked to Market
(c) Gain(a) Identification of account
Part I
(b) (Loss)
1
( )22
3
4
5
Add the amounts on line 1 in columns (b) and (c)
Net gain or (loss). Combine line 2, columns (b) and (c)
Form 1099-B adjustments. See instructions and attach statement
Combine lines 3 and 4
m m m m m m3
4
5
6
7
8
9
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mNote: If line 5 shows a net gain, skip line 6 and enter the gain on line 7. Partnerships and S corporations, see
instructions.
6 If you have a net section 1256 contracts loss and checked box D above, enter the amount of loss to be
carried back. Enter the loss as a positive number. If you didn't check box D, enter -0- m m m m m m m m m m m m m m m7 Combine lines 5 and 6 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m8 Short-term capital gain or (loss). Multiply line 7 by 40% (0.40). Enter here and include on line 4 of Schedule
D or on Form 8949 (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m9 Long-term capital gain or (loss). Multiply line 7 by 60% (0.60). Enter here and include on line 11 of Schedule
D or on Form 8949 (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mGains and Losses From Straddles. Attach a separate statement listing each straddle and its components. Part II
Section A - Losses From StraddlesSection A - Losses From Straddles(f) Loss.
If column (e)is more than
(d), enterdifference.Otherwise,enter -0-
(e) Cost orother basis
plusexpense of
sale
(g)Unrecognized
gain onoffsettingpositions
(h) Recognized loss.If column (f) is more
than (g), enterdifference.
Otherwise, enter -0-
(b) Dateenteredinto or
acquired
(c) Dateclosed out
or sold
(d) Grosssales price
(a) Description of property
10
11a Enter the short-term portion of losses from line 10, column (h), here and include on line 4 of Schedule D or on
Form 8949 (see instructions) ( )11a
11b
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mb Enter the long-term portion of losses from line 10, column (h), here and include on line 11 of Schedule D or on
Form 8949 (see instructions) ( )m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mSection B - Gains From Straddles
(f) Gain. If column(d) is more than (e),
enter difference.Otherwise, enter -0-
(b) Dateenteredinto or
acquired
(e) Cost or otherbasis plus
expense of sale
(c) Dateclosed out
or sold
(d) Grosssales price
(a) Description of property
12
Enter the short-term portion of gains from line 12, column (f), here and include on line 4 of Schedule D or on
Form 8949 (see instructions)
13a
13a
13b
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mEnter the long-term portion of gains from line 12, column (f), here and include on line 11 of Schedule D or on
Form 8949 (see instructions)
b
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mUnrecognized Gains From Positions Held on Last Day of Tax Year. Memo Entry Only (see instructions) Part III
(e) Unrecognized gain.If column (c) is more
than (d), enter difference.Otherwise, enter -0-
(b) Dateacquired
(c) Fair market value on lastbusiness day of tax year
(d) Cost or other basisas adjusted(a) Description of property
14
For Paperwork Reduction Act Notice, see instructions. Form 6781 (2016)
JSA
6X5200 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
CAMPR II LIMITED 264.
264.264.
264.
264.
106.
158.
OMB No. 1545-1008Passive Activity Loss Limitations
Form ¼¹¼¶ I See separate instructions.
I Attach to Form 1040 or Form 1041.À¾µº
Department of the TreasuryAttachment
Internal Revenue Service (99) I Information about Form 8582 and its instructions is available at www.irs.gov/form8582. Sequence No. 88Name(s) shown on return Identifying number
2016 Passive Activity Loss Part I Caution: Complete Worksheets 1, 2, and 3 before completing Part I.
Rental Real Estate Activities With Active Participation (For the definition of active participation, seeSpecial Allowance for Rental Real Estate Activities in the instructions.)
a
b
1 Activities with net income (enter the amount from Worksheet 1,
1acolumn (a)) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mActivities with net loss (enter the amount from Worksheet 1, column
)(1b(b)) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mc Prior years unallowed losses (enter the amount from Worksheet 1,
)(1ccolumn (c)) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m md Combine lines 1a, 1b, and 1c 1dm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
Commercial Revitalization Deductions From Rental Real Estate Activities
)(2a2a
b
c
Commercial revitalization deductions from Worksheet 2, column (a) m m m mPrior year unallowed commercial revitalization deductions from
Worksheet 2, column (b) )(2bm m m m m m m m m m m m m m m m m m m m m m m m m m m( )2cm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mAdd lines 2a and 2b
All Other Passive Activities
3a
b
c
d
Activities with net income (enter the amount from Worksheet 3,
column (a)) 3am m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mActivities with net loss (enter the amount from Worksheet 3, column
(b)) )(3bm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mPrior years unallowed losses (enter the amount from Worksheet 3,
column (c)) )(3cm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mCombine lines 3a, 3b, and 3c 3dm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
4 Combine lines 1d, 2c, and 3d. If this line is zero or more, stop here and include this form with
your return; all losses are allowed, including any prior year unallowed losses entered on line 1c,
2b, or 3c. Report the losses on the forms and schedules normally used 4m m m m m m m m m m m m m m m m m%%%
If line 4 is a loss and:
Line 1d is a loss, go to Part II.
Line 2c is a loss (and line 1d is zero or more), skip Part II and go to Part III.
Line 3d is a loss (and lines 1d and 2c are zero or more), skip Parts II and III and go to line 15.
Caution: If your filing status is married filing separately and you lived with your spouse at any time during the year, do not completePart II or Part III. Instead, go to line 15.
Special Allowance for Rental Real Estate Activities With Active Participation Part II Note: Enter all numbers in Part II as positive amounts. See instructions for an example.
5
9
10
5
6
7
8
9
10
Enter the smaller of the loss on line 1d or the loss on line 4
Enter $150,000. If married filing separately, see instructions
m m m m m m m m m m m m m m m m m m m m m m m6m m m m m m m m7Enter modified adjusted gross income, but not less than zero (see instructions)
Note: If line 7 is greater than or equal to line 6, skip lines 8 and 9,
enter -0- on line 10. Otherwise, go to line 8.8Subtract line 7 from line 6 m m m m m m m m m m m m m m m m m m m m m m m m m m
Multiply line 8 by 50% (0.5). Do not enter more than $25,000. If married filing separately, see instructions
Enter the smaller of line 5 or line 9 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf line 2c is a loss, go to Part III. Otherwise, go to line 15.
Special Allowance for Commercial Revitalization Deductions From Rental Real Estate Activities Part III Note: Enter all numbers in Part III as positive amounts. See the example for Part II in the instructions.
11
12
13
14
11 Enter $25,000 reduced by the amount, if any, on line 10. If married filing separately, see instructions
12 Enter the loss from line 4 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m13 Reduce line 12 by the amount on line 10 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
Enter the smallest of line 2c (treated as a positive amount), line 11, or line 1314 m m m m m m m m m m m m mTotal Losses Allowed Part IV
1515 Add the income, if any, on lines 1a and 3a and enter the total m m m m m m m m m m m m m m m m m m m m m m16 Total losses allowed from all passive activities for 2016. Add lines 10, 14, and 15. See
instructions to find out how to report the losses on your tax return 16m m m m m m m m m m m m m m m m m m m mFor Paperwork Reduction Act Notice, see instructions. Form 8582 (2016)JSA
6X5500 2.000 SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
84,047.
6,254.
77,793.
77,793.
84,047.
6,254.
Form 8582 (2016) Page 2
Caution: The worksheets must be filed with your tax return. Keep a copy for your records.Worksheet 1 - For Form 8582, Lines 1a, 1b, and 1c (See instructions.)
Current year Prior years Overall gain or loss
Name of activity(a) Net income
(line 1a)(b) Net loss
(line 1b)(c) Unallowedloss (line 1c) (d) Gain (e) Loss
Total. Enter on Form 8582, lines
I1a, 1b, and 1c m m m m m m m m mWorksheet 2 - For Form 8582, Lines 2a and 2b (See instructions.)
(a) Current yeardeductions (line 2a)
(b) Prior yearunallowed deductions (line 2b)
Name of activity (c) Overall loss
Total. Enter on Form 8582, lines
2a and 2b Im m m m m m m m m m m mWorksheet 3 - For Form 8582, Lines 3a, 3b, and 3c (See instructions.)
Current year Prior years Overall gain or loss
Name of activity(a) Net income
(line 3a)(b) Net loss
(line 3b)(c) Unallowedloss (line 3c) (d) Gain (e) Loss
Total. Enter on Form 8582, lines
Im m m m m m m m m3a, 3b, and 3c
Worksheet 4 - Use this worksheet if an amount is shown on Form 8582, line 10 or 14 (See instructions.)
Form or scheduleand line number
to be reported on(see instructions)
(d) Subtractcolumn (c) from
column (a)
(c) Specialallowance
Name of activity (a) Loss (b) Ratio
ITotal m m m m m m m m m m m m m m m m m m m m m m m m m 1.00
Worksheet 5 - Allocation of Unallowed Losses (See instructions.)
Form or scheduleand line number
to be reported on(see instructions)
Name of activity (b) Ratio (c) Unallowed loss(a) Loss
ITotal m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1.00
Form 8582 (2016)JSA
6X5510 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
84,047. 6,254.
5,981.
CAMPR II LIMITED 21,724. 273. 21,451.IMPERIAL ARMS LLC 5,981. 5,981.PEPPERTREE SQUARE, 62,323. 62,323.
IMPERIAL ARMS LLC 5,981. 1.00000000SCH E, 28
Form 8582 (2016) Page 3Worksheet 6 - Allowed Losses (See instructions.)
Form or scheduleand line number tobe reported on (see
instructions)
(a) Loss (b) Unallowed loss (c) Allowed lossName of activity
ITotal m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mWorksheet 7 - Activities With Losses Reported on Two or More Forms or Schedules (See instructions.)
(c) Ratio (e) Allowed loss(a) (b)(d) Unallowed
loss
Name of activity:
Form or schedule and line number
to be reported on (see
instructions):
1a Net loss plus prior year unallowed
loss from form or schedule Im mb Net income from form or
schedule Im m m m m m m mIc Subtract line 1b from line 1a. If zero or less, enter -0-
Form or schedule and line number
to be reported on (see
instructions):
1a Net loss plus prior year unallowed
loss from form or schedule Im mb Net income from form or
schedule Im m m m m m m mIc Subtract line 1b from line 1a. If zero or less, enter -0-
Form or schedule and line number
to be reported on (see
instructions):
1a Net loss plus prior year unallowed
loss from form or schedule Im mb Net income from form or
schedule Im m m m m m m mIc Subtract line 1b from line 1a. If zero or less, enter -0-
ITotal 1.00m m m m m m m m m m m m m m m m m m m m m m m mForm 8582 (2016)
JSA
6X5511 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
5,981. 5,981.
IMPERIAL ARMS LLC 5,981. 5,981.SCH E, 28
OMB No. 1545-1008Passive Activity Loss Limitations
Form ¼¹¼¶ I See separate instructions.
I Attach to Form 1040 or Form 1041.À¾µº
Department of the TreasuryAttachment
Internal Revenue Service (99) I Information about Form 8582 and its instructions is available at www.irs.gov/form8582. Sequence No. 88Name(s) shown on return Identifying number
2016 Passive Activity Loss Part I Caution: Complete Worksheets 1, 2, and 3 before completing Part I.
Rental Real Estate Activities With Active Participation (For the definition of active participation, seeSpecial Allowance for Rental Real Estate Activities in the instructions.)
a
b
1 Activities with net income (enter the amount from Worksheet 1,
1acolumn (a)) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mActivities with net loss (enter the amount from Worksheet 1, column
)(1b(b)) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mc Prior years unallowed losses (enter the amount from Worksheet 1,
)(1ccolumn (c)) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m md Combine lines 1a, 1b, and 1c 1dm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
Commercial Revitalization Deductions From Rental Real Estate Activities
)(2a2a
b
c
Commercial revitalization deductions from Worksheet 2, column (a) m m m mPrior year unallowed commercial revitalization deductions from
Worksheet 2, column (b) )(2bm m m m m m m m m m m m m m m m m m m m m m m m m m m( )2cm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mAdd lines 2a and 2b
All Other Passive Activities
3a
b
c
d
Activities with net income (enter the amount from Worksheet 3,
column (a)) 3am m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mActivities with net loss (enter the amount from Worksheet 3, column
(b)) )(3bm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mPrior years unallowed losses (enter the amount from Worksheet 3,
column (c)) )(3cm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mCombine lines 3a, 3b, and 3c 3dm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
4 Combine lines 1d, 2c, and 3d. If this line is zero or more, stop here and include this form with
your return; all losses are allowed, including any prior year unallowed losses entered on line 1c,
2b, or 3c. Report the losses on the forms and schedules normally used 4m m m m m m m m m m m m m m m m m%%%
If line 4 is a loss and:
Line 1d is a loss, go to Part II.
Line 2c is a loss (and line 1d is zero or more), skip Part II and go to Part III.
Line 3d is a loss (and lines 1d and 2c are zero or more), skip Parts II and III and go to line 15.
Caution: If your filing status is married filing separately and you lived with your spouse at any time during the year, do not completePart II or Part III. Instead, go to line 15.
Special Allowance for Rental Real Estate Activities With Active Participation Part II Note: Enter all numbers in Part II as positive amounts. See instructions for an example.
5
9
10
5
6
7
8
9
10
Enter the smaller of the loss on line 1d or the loss on line 4
Enter $150,000. If married filing separately, see instructions
m m m m m m m m m m m m m m m m m m m m m m m6m m m m m m m m7Enter modified adjusted gross income, but not less than zero (see instructions)
Note: If line 7 is greater than or equal to line 6, skip lines 8 and 9,
enter -0- on line 10. Otherwise, go to line 8.8Subtract line 7 from line 6 m m m m m m m m m m m m m m m m m m m m m m m m m m
Multiply line 8 by 50% (0.5). Do not enter more than $25,000. If married filing separately, see instructions
Enter the smaller of line 5 or line 9 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf line 2c is a loss, go to Part III. Otherwise, go to line 15.
Special Allowance for Commercial Revitalization Deductions From Rental Real Estate Activities Part III Note: Enter all numbers in Part III as positive amounts. See the example for Part II in the instructions.
11
12
13
14
11 Enter $25,000 reduced by the amount, if any, on line 10. If married filing separately, see instructions
12 Enter the loss from line 4 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m13 Reduce line 12 by the amount on line 10 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
Enter the smallest of line 2c (treated as a positive amount), line 11, or line 1314 m m m m m m m m m m m m mTotal Losses Allowed Part IV
1515 Add the income, if any, on lines 1a and 3a and enter the total m m m m m m m m m m m m m m m m m m m m m m16 Total losses allowed from all passive activities for 2016. Add lines 10, 14, and 15. See
instructions to find out how to report the losses on your tax return 16m m m m m m m m m m m m m m m m m m m mFor Paperwork Reduction Act Notice, see instructions. Form 8582 (2016)JSA
6X5500 2.000 SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ALTERNATIVE MINIMUM TAX
ROBERT F O'ROURKE & AMY S O'ROURKE
83,407.
6,257.
77,150.
77,150.
83,407.
6,257.
Form 8582 (2016) Page 2
Caution: The worksheets must be filed with your tax return. Keep a copy for your records.Worksheet 1 - For Form 8582, Lines 1a, 1b, and 1c (See instructions.)
Current year Prior years Overall gain or loss
Name of activity(a) Net income
(line 1a)(b) Net loss
(line 1b)(c) Unallowedloss (line 1c) (d) Gain (e) Loss
Total. Enter on Form 8582, lines
I1a, 1b, and 1c m m m m m m m m mWorksheet 2 - For Form 8582, Lines 2a and 2b (See instructions.)
(a) Current yeardeductions (line 2a)
(b) Prior yearunallowed deductions (line 2b)
Name of activity (c) Overall loss
Total. Enter on Form 8582, lines
2a and 2b Im m m m m m m m m m m mWorksheet 3 - For Form 8582, Lines 3a, 3b, and 3c (See instructions.)
Current year Prior years Overall gain or loss
Name of activity(a) Net income
(line 3a)(b) Net loss
(line 3b)(c) Unallowedloss (line 3c) (d) Gain (e) Loss
Total. Enter on Form 8582, lines
Im m m m m m m m m3a, 3b, and 3c
Worksheet 4 - Use this worksheet if an amount is shown on Form 8582, line 10 or 14 (See instructions.)
Form or scheduleand line number
to be reported on(see instructions)
(d) Subtractcolumn (c) from
column (a)
(c) Specialallowance
Name of activity (a) Loss (b) Ratio
ITotal m m m m m m m m m m m m m m m m m m m m m m m m m 1.00
Worksheet 5 - Allocation of Unallowed Losses (See instructions.)
Form or scheduleand line number
to be reported on(see instructions)
Name of activity (b) Ratio (c) Unallowed loss(a) Loss
ITotal m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1.00
Form 8582 (2016)JSA
6X5510 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ALTERNATIVE MINIMUM TAX
83,407. 6,257.
5,981.
CAMPR II LIMITED 21,679. 276. 21,403.IMPERIAL ARMS LLC 5,981. 5,981.PEPPERTREE SQUARE, 61,728. 61,728.
IMPERIAL ARMS LLC 5,981. 1.0000000SCH E, 28
Form 8582 (2016) Page 3Worksheet 6 - Allowed Losses (See instructions.)
Form or scheduleand line number tobe reported on (see
instructions)
(a) Loss (b) Unallowed loss (c) Allowed lossName of activity
ITotal m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mWorksheet 7 - Activities With Losses Reported on Two or More Forms or Schedules (See instructions.)
(c) Ratio (e) Allowed loss(a) (b)(d) Unallowed
loss
Name of activity:
Form or schedule and line number
to be reported on (see
instructions):
1a Net loss plus prior year unallowed
loss from form or schedule Im mb Net income from form or
schedule Im m m m m m m mIc Subtract line 1b from line 1a. If zero or less, enter -0-
Form or schedule and line number
to be reported on (see
instructions):
1a Net loss plus prior year unallowed
loss from form or schedule Im mb Net income from form or
schedule Im m m m m m m mIc Subtract line 1b from line 1a. If zero or less, enter -0-
Form or schedule and line number
to be reported on (see
instructions):
1a Net loss plus prior year unallowed
loss from form or schedule Im mb Net income from form or
schedule Im m m m m m m mIc Subtract line 1b from line 1a. If zero or less, enter -0-
ITotal 1.00m m m m m m m m m m m m m m m m m m m m m m m mForm 8582 (2016)
JSA
6X5511 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ALTERNATIVE MINIMUM TAX
5,981. 5,981.
IMPERIAL ARMS LLC 5,981. 5,981.SCH E, 28
Form8582-CR Passive Activity Credit Limitations OMB No. 1545-1034
I See separate instructions.(Rev. January 2012)
Department of the Treasury
Internal Revenue Service
AttachmentSequence No. 89I Attach to Form 1040 or 1041.
Name(s) shown on return Identifying number
Passive Activity Credits Part I Caution: If you have credits from a publicly traded partnership, see Publicly Traded Partnerships (PTPs) in theinstructions.
Credits From Rental Real Estate Activities With Active Participation (Other Than RehabilitationCredits and Low-Income Housing Credits) (See Lines 1a through 1c in the instructions.)
1a1a
b
Credits from Worksheet 1, column (a) m m m m m m m m m m m m m m m m m m m m mPrior year unallowed credits from Worksheet 1, column (b) 1bm m m m m m m m m
c Add lines 1a and 1b 1cm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mRehabilitation Credits From Rental Real Estate Activities and Low-Income Housing Credits forProperty Placed in Service Before 1990 (or From Pass-Through Interests Acquired Before 1990)(See Lines 2a through 2c in the instructions.)
2a2a Credits from Worksheet 2, column (a) m m m m m m m m m m m m m m m m m m m m m2bb Prior year unallowed credits from Worksheet 2, column (b) m m m m m m m m m
c Add lines 2a and 2b m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 2c
Low-Income Housing Credits for Property Placed in Service After 1989 (See Lines 3a through 3cin the instructions.)
3a3a
b
Credits from Worksheet 3, column (a) m m m m m m m m m m m m m m m m m m m m m3bPrior year unallowed credits from Worksheet 3, column (b) m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mc Add lines 3a and 3b 3c
All Other Passive Activity Credits (See Lines 4a through 4c in the instructions.)
4a4a
b
Credits from Worksheet 4, column (a) m m m m m m m m m m m m m m m m m m m m m4bPrior year unallowed credits from Worksheet 4, column (b) m m m m m m m m m
c Add lines 4a and 4b m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 4c
55 Add lines 1c, 2c, 3c, and 4c m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m66 Enter the tax attributable to net passive income (see instructions) m m m m m m m m m m m m m m m m m m m m m77 Subtract line 6 from line 5. If line 6 is more than or equal to line 5, enter -0- and see instructions
Note: If your filing status is married filing separately and you lived with your spouse at any time duringthe year, do not complete Part II, III, or IV. Instead, go to line 37.
Special Allowance for Rental Real Estate Activities With Active ParticipationNote: Complete this part only if you have an amount on line 1c. Otherwise, go to Part III.
Part II
88 Enter the smaller of line 1c or line 7 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m99 Enter $150,000. If married filing separately, see instructions m m m m m m m m
10 Enter modified adjusted gross income, but not less than zero (see
instructions). If line 10 is equal to or more than line 9, skip lines 11
through 15 and enter -0- on line 16 10m m m m m m m m m m m m m m m m m m m m m m1111 Subtract line 10 from line 9 m m m m m m m m m m m m m m m m m m m m m m m m m m
12 Multiply line 11 by 50% (.50). Do not enter more than $25,000. If
married filing separately, see instructions 12m m m m m m m m m m m m m m m m m m m13 a
b
c
Enter the amount, if any, from line 10 of Form
8582 13am m m m m m m m m m m m m m m m m m m m m m mEnter the amount, if any, from line 14 of Form
8582 13bm m m m m m m m m m m m m m m m m m m m m m m13cAdd lines 13a and 13b m m m m m m m m m m m m m m m m m m m m m m m m m m m m m1414
15
Subtract line 13c from line 12
Enter the tax attributable to the amount on line 14 (see instructions)
m m m m m m m m m m m m m m m m m m m m m m m m m15m m m m m m m m m m m m m m m m m m m
16 Enter the smaller of line 8 or line 15 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 16
For Paperwork Reduction Act Notice, see instructions. Form 8582-CR (Rev. 01-2012)
JSA
6X5520 1.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
4,145.NONE
4,145.4,145.
22,123.SEE STMT 33
Form 8582-CR (Rev. 01-2012) Page 2
Special Allowance for Rehabilitation Credits From Rental Real Estate Activities and Low-Income HousingCredits for Property Placed in Service Before 1990 (or From Pass-Through Interests Acquired Before 1990)Note: Complete this part only if you have an amount on line 2c. Otherwise, go to Part IV.
Part III
17 Enter the amount from line 7 17m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m18 Enter the amount from line 16 18m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m19 Subtract line 18 from line 17. If zero, enter -0- here and on lines 30 and 36, and then go to
Part V 19m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m20 Enter the smaller of line 2c or line 19 20m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m21 Enter $250,000. If married filing separately, see instructions to find
21out if you can skip lines 21 through 26 m m m m m m m m m m m m m m m m m m m m22 Enter modified adjusted gross income, but not less than zero. (See
instructions for line 10.) If line 22 is equal to or more than line 21,
22skip lines 23 through 29 and enter -0- on line 30 m m m m m m m m m m m m m m m2323 Subtract line 22 from line 21 m m m m m m m m m m m m m m m m m m m m m m m m m
24 Multiply line 23 by 50% (.50). Do not enter more than $25,000. If
24married filing separately, see instructions m m m m m m m m m m m m m m m m m m ma
b
c
25 Enter the amount, if any, from line 10
of Form 8582 25am m m m m m m m m m m m m m m m m m mEnter the amount, if any, from line 14
of Form 8582 25bm m m m m m m m m m m m m m m m m m m25cAdd lines 25a and 25b m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
Subtract line 25c from line 24
Enter the tax attributable to the amount on line 26 (see instructions)
Enter the amount, if any, from line 18
Subtract line 28 from line 27
2626
27
28
29
m m m m m m m m m m m m m m m m m m m m m m m m m27m m m m28m m m m m m m m m m m m m m m m m m m m m
29
30
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m30 Enter the smaller of line 20 or line 29 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
Special Allowance for Low-Income Housing Credits for Property Placed in Service After 1989Note: Complete this part only if you have an amount on line 3c. Otherwise, go to Part V.
Part IV
31 If you completed Part III, enter the amount from line 19. Otherwise, subtract line 16 from line 7 31m m m m32 Enter the amount from line 30 32m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m33 Subtract line 32 from line 31. If zero, enter -0- here and on line 36 33m m m m m m m m m m m m m m m m m m m m34 Enter the smaller of line 3c or line 33 34m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m35 Tax attributable to the remaining special allowance (see instructions) 35m m m m m m m m m m m m m m m m m m m36 Enter the smaller of line 34 or line 35 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 36
Passive Activity Credit Allowed Part V
37 Passive Activity Credit Allowed. Add lines 6, 16, 30, and 36. See instructions to find out how to
report the allowed credit on your tax return and how to allocate allowed and unallowed credits if
you have more than one credit or credits from more than one activity. If you have any credits
from a publicly traded partnership, see Publicly Traded Partnerships (PTPs) in the instructions m m m m m 37
Election To Increase Basis of Credit Property Part VI
38 If you disposed of your entire interest in a passive activity or former passive activity in a fully taxable transaction, and you
elect to increase your basis in credit property used in that activity by the unallowed credit that reduced your basis in the
property, check this box. See instructions Im m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI39 Name of passive activity disposed of
I40 Description of the credit property for which the election is being made
Im m m m m m m m m m m m m m m m m m m41 Amount of unallowed credit that reduced your basis in the property $
Form 8582-CR (Rev. 01-2012)
JSA
6X5530 1.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
4,145.
OMB No. 1545-0123Credit for Employer Social Security and Medicare TaxesForm 8846 Paid on Certain Employee Tips
I À¾µºAttach to your tax return.Department of the Treasury
Internal Revenue ServiceAttachmentI Information about Form 8846 and its instructions is at www.irs.gov/form8846. Sequence No. 98
Name(s) shown on return Identifying number
Note: Claim this credit only for employer social security and Medicare taxes paid by a food or beverage establishmentwhere tipping is customary for providing food or beverages. See the instructions for line 1.
1
2
3
4
5
6
Tips received by employees for services on which you paid or incurred employer socialsecurity and Medicare taxes during the tax year (see instructions) 1
2
3
4
5
6
m m m m m m m m m m m m m m m mTips not subject to the credit provisions (see instructions) m m m m m m m m m m m m m m m m m m m mCreditable tips. Subtract line 2 from line 1 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mMultiply line 3 by 7.65% (0.0765). If you had any tipped employees whose wages(including tips) exceeded $118,500, see instructions and check here Im m m m m m m mCredit for employer social security and Medicare taxes paid on certain employee tipsfrom partnerships and S corporations m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mAdd lines 4 and 5. Partnerships and S corporations, report this amount on Schedule K.All others, report this amount on Form 3800, Part III, line 4f m m m m m m m m m m m m m m m m m m m
For Paperwork Reduction Act Notice, see instructions. Form 8846 (2016)
JSA
6X3010 2.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
3,907.
3,907.
STMT 34
OMB No. 1545-0074Employee Business ExpensesForm 2106
IAttach to Form 1040 or Form 1040NR.À¾µº
Department of the Treasury AttachmentI Information about Form 2106 and its separate instructions is available at www.irs.gov/form2106. Sequence No.Internal Revenue Service (99) 129Your name Occupation in which you incurred expenses Social security number
Employee Business Expenses and Reimbursements Part I
Column A Column BStep 1 Enter Your Expenses Other Than Meals
and Entertainment
Meals and
Entertainment
1 Vehicle expense from line 22 or line 29. (Rural mail carriers: See
instructions.) 1m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m2 Parking fees, tolls, and transportation, including train, bus, etc., that
didn't involve overnight travel or commuting to and from work 2m m m m m m3 Travel expense while away from home overnight, including lodging,
airplane, car rental, etc. Don't include meals and entertainment 3m m m m m m4 Business expenses not included on lines 1 through 3. Don't include
meals and entertainment 4m m m m m m m m m m m m m m m m m m m m m m m m m m m55 Meals and entertainment expenses (see instructions) m m m m m m m m m m m m
6 Total expenses. In Column A, add lines 1 through 4 and enter the
result. In Column B, enter the amount from line 5 6m m m m m m m m m m m m m mNote: If you weren't reimbursed for any expenses in Step 1, skip line 7 and enter the amount from line 6 on line 8.
Step 2 Enter Reimbursements Received From Your Employer for Expenses Listed in Step 1
7 Enter reimbursements received from your employer that weren't
reported to you in box 1 of Form W-2. Include any reimbursements
reported under code "L" in box 12 of your Form W-2 (see
instructions) 7m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mStep 3 Figure Expenses To Deduct on Schedule A (Form 1040 or Form 1040NR)
8 Subtract line 7 from line 6. If zero or less, enter -0-. However, if line 7
is greater than line 6 in Column A, report the excess as income on
Form 1040, line 7 (or on Form 1040NR, line 8) 8m m m m m m m m m m m m m m mNote: If both columns of line 8 are zero, you can't deductemployee business expenses. Stop here and attach Form 2106 toyour return.
9 In Column A, enter the amount from line 8. In Column B, multiply line8 by 50% (0.50). (Employees subject to Department of Transportation(DOT) hours of service limits: Multiply meal expenses incurred whileaway from home on business by 80% (0.80) instead of 50%. Fordetails, see instructions.) 9m m m m m m m m m m m m m m m m m m m m m m m m m m m
10 Add the amounts on line 9 of both columns and enter the total here. Also, enter the total on
Schedule A (Form 1040), line 21 (or on Schedule A (Form 1040NR), line 7). (Armed Forces
reservists, qualified performing artists, fee-basis state or local government officials, and
individuals with disabilities: See the instructions for special rules on where to enter the total.) I 10m m m mFor Paperwork Reduction Act Notice, see your tax return instructions. Form 2106 (2016)
JSA
6A3610 1.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE MEMB OF US CONGRESS
3,000.
3,000.
3,000.
3,000.
3,000.
SEE STATEMENT 35
Form 2106 (2016) Page 2Vehicle Expenses Part II
Section A - General Information (You must complete this section if youare claiming vehicle expenses.)
(a) Vehicle 1 (b) Vehicle 2
11
12
13
14
15
16
17
11
12
13
14
15
16
17
18
19
20
21
Enter the date the vehicle was placed in service
Total miles the vehicle was driven during 2016
Business miles included on line 12
Percent of business use. Divide line 13 by line 12
Average daily roundtrip commuting distance
Commuting miles included on line 12
Other miles. Add lines 13 and 16 and subtract the total from line 12
Was your vehicle available for personal use during off-duty hours?
Do you (or your spouse) have another vehicle available for personal use?
Do you have evidence to support your deduction?
If "Yes," is the evidence written?
m m m m m m m m m m m m m m mmiles milesm m m m m m m m m m m m m m m mmiles milesm m m m m m m m m m m m m m m m m m m m m m
% %m m m m m m m m m m m m m mmiles milesm m m m m m m m m m m m m m m m mmiles milesm m m m m m m m m m m m m m m m m m m m mmiles milesm m m m
m m m m m m m m m m m m m m m m m m m m m m m m Yes No
Yes Nom m m m m m m m m m m m m m m m m m m mYes Nom m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mYes Nom m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
Section B - Standard Mileage Rate (See the instructions for Part II to find out whether to complete this section or Section C.)
c22 Multiply line 13 by 54 (0.54). Enter the result here and on line 1 m m m m m m m m m m m m m m m m m m m m 22
(a) Vehicle 1 (b) Vehicle 2Section C - Actual Expenses
23 Gasoline, oil, repairs, vehicle
insurance, etc. 23
24a
24b
24c
25
26
27
28
29
30
31
32
33
34
35
36
37
38
m m m m m m m m m m m24a Vehicle rentals m m m m m m m m m m m
b Inclusion amount (see instructions)
c Subtract line 24b from line 24a m m25 Value of employer-provided
vehicle (applies only if 100% of
annual lease value was included
on Form W-2 - see instructions) m m26 Add lines 23, 24c, and 25 m m m m m27 Multiply line 26 by the percentage
28
on line 14 m m m m m m m m m m m m m mDepreciation (see instructions) m m m
29 Add lines 27 and 28. Enter total
here and on line 1 m m m m m m m m m mSection D - Depreciation of Vehicles (Use this section only if you owned the vehicle and are completing Section C for the vehicle.)
(a) Vehicle 1 (b) Vehicle 2
30 Enter cost or other basis (see
instructions) m m m m m m m m m m m m m31 Enter section 179 deduction and
special allowance (see instructions)
32 Multiply line 30 by line 14 (seeinstructions if you claimed thesection 179 deduction or specialallowance) m m m m m m m m m m m m m
33 Enter depreciation method and
percentage (see instructions)m m m m34 Multiply line 32 by the percentage
on line 33 (see instructions) m m m m35 Add lines 31 and 34 m m m m m m m m36 Enter the applicable limit explained
in the line 36 instructions m m m m m37 Multiply line 36 by the percentage
on line 14 m m m m m m m m m m m m m m38 Enter the smaller of line 35 or line
37. If you skipped lines 36 and 37,
enter the amount from line 35.
Also enter this amount on line 28
above m m m m m m m m m m m m m m m mForm 2106 (2016)
JSA
6A3611 1.000
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO FORM 1040=======================
1
SOURCES OF COMPENSATIONSOURCES OF COMPENSATION=======================OWNER-SHIP-----
TOTAL FEDERAL SOC. SEC. MEDICAREDESCRIPTION WAGES WITHHELD WITHHELD WITHHELD
----------------------- ------------ ------------ ---------- ----------WAGES-----
S STANTON STREET TECHNOLOGY NONE37,386. 1,611. 377.T HOUSE OF REP -MEMBER SERV 25,675.165,300. 7,347. 2,523.
TOTAL - WAGES 25,675.------------
------------202,686.
------------
============8,958.
----------
----------2,900.
----------
----------
GRAND TOTAL 202,686.============
25,675.============
8,958.==========
2,900.==========
QUALIFIED DIVIDENDS===================
QUALIFIED DIVIDENDS FROM FORM 1099----------------------------------
MORGAN STANLEY & CO. INCORPORATED 796.------------
TOTAL FORM 1099 QUALIFIED DIVIDENDS 796.------------
PSHIP, S CORP. & ESTATE/TRUST QUALIFIED DIVIDENDS-------------------------------------------------
CAMPR II LIMITED 435.------------
TOTAL PASS THROUGH QUALIFIED DIVIDENDS 435.------------
TOTAL TO 1040, LINE 9B 1,231.============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO FORM 1040=======================
2
SOURCES OF OTHER INCOME=======================
MISC. OTHER INCOME SUBJECT TO S.E. TAX--------------------------------------
S PROJECT VIDA 12,000.S COUNCIL ON REGIONAL ECONOMIC EXPANSION 36,906.
SUBTOTAL 48,906.----------
----------
CANCELLATION OF DEBT FROM SCHEDULE K-1 12.
TOTAL TO 1040, LINE 21 48,918.----------
==========
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO SCHEDULE A
3
INVESTMENT INTEREST EXPENSE---------------------------
CAMPR II LIMITED 42,533.
SUBTOTAL OF INVESTMENT INTEREST EXPENSE 42,533.------------
LESS: DISALLOWED INVESTMENT INTEREST EXP./FORM 4952 7,285.
TOTAL TO SCHEDULE A, LINE 14 35,248.------------
============
CASH CONTRIBUTIONS------------------
PARTNERSHIP/S CORPORATION/ESTATE AND TRUST------------------------------------------
50% ORGANIZATION(S)CAMPR II LIMITED 9.
OTHER CASH CONTRIBUTIONS------------------------
50% ORGANIZATION(S)ANNUNCIATION HOUSE 538.KCOS 13 60.PASO DEL NORTE FOUNDATION 100.TRINITY FIRST WEEKDAY SCHOOL 150.
TOTAL CASH CONTRIBUTIONS BEFORE LIMITATION 857.------------
CASH CONTRIBUTION LIMITATION NONE
TOTAL TO SCHEDULE A, LINE 16 857.------------
============
OTHER MISC. DEDUCTIONS SUBJECT TO 2% LIMIT------------------------------------------
PARTNERSHIP, S CORPORATION AND ESTATE AND TRUST 15,666.MORGAN STANLEY ADVISORY FEES 1,246.
TOTAL TO SCHEDULE A, LINE 23 16,912.------------
============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO SCHEDULE A
4
MISC. DEDUCTIONS NOT SUBJECT TO 2% LIMITATION---------------------------------------------
PORTFOLIO DEDUCTIONS FROM K-1 SOURCES 950.
TOTAL TO SCHEDULE A, LINE 28 950.------------
============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO SCHEDULE A
5
ITEMIZED DEDUCTION WORKSHEET----------------------------
1. SCHEDULE A, LINES 4, 9, 15, 19, 20, 27, AND 28 ....... 71,517.
2. SCHEDULE A, LINES 4, 14, 20, PLUS ANY GAMBLING ANDCASUALTY OR THEFT LOSSES INCLUDED ON LINE 28 ......... 35,248.
3. IS THE AMOUNT ON LINE 2 LESS THAN THE AMOUNT ON LINE 1?NO.YES. SUBTRACT LINE 2 FROM LINE 1 .............X 36,269.
------------
============4. LINE 3 MULTIPLIED BY 80% (.80).......... 29,015.
============5. ENTER THE AMOUNT FROM FORM 1040, LINE 38 327,947.
6. ENTER LIMIT BASED ON FILING STATUS...... 311,300.
7. IS THE AMOUNT ON LINE 6 LESS THAN THE AMOUNT ON LINE 5?NO.YES. SUBTRACT LINE 6 FROM LINE 5..X 16,647.
------------
============8. LINE 7 MULTIPLIED BY 3% (.03) .......... 499.
============9. ENTER THE SMALLER OF LINE 4 OR LINE 8 ................... 499.
============
10. TOTAL ITEMIZED DEDUCTIONS (LINE 1 LESS LINE 9) ....... 71,018.============
SV2020 - U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
STATEMENT
SUPPLEMENT TO SCHEDULE D=======================================================================================================
SUPPLEMENT TO SCHEDULE D====================================================================================================
PART I SHORT-TERM CAPITAL GAINS AND LOSSES - ASSETS HELD ONE YEAR OR LESSLINE 5 - SHORT-TERM GAIN (LOSS) FROM PARTNERSHIPS, S CORPORATIONS, AND FIDUCIARIES----------------------------------------------------------------------------------------------------
ACTIVITY NAME------------------------------------------------------------
GAIN/LOSS------------
6
CAMPR II LIMITED -3,943.
TOTAL SHORT-TERM GAINS AND LOSSES FROM K-1'S -3,943.------------
TOTAL TO SCHEDULE D, LINE 5 -3,943.------------
============
SV2020 - U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
STATEMENT
SUPPLEMENT TO SCHEDULE D=======================================================================================================
SUPPLEMENT TO SCHEDULE D===================================================================================================
PART II LONG-TERM CAPITAL GAINS AND LOSSES - ASSETS HELD MORE THAN ONE YEARLINE 12 - LONG-TERM GAIN (LOSS) FROM PARTNERSHIPS, S CORPORATIONS, AND FIDUCIARIES---------------------------------------------------------------------------------------------------
ACTIVITY NAME------------------------------------------------------------
GAIN/LOSS------------
7
CAMPR II LIMITED -1,985.
TOTAL LONG-TERM GAINS AND LOSSES FROM K-1'S -1,985.------------
TOTAL TO SCHEDULE D, LINE 12 -1,985.------------
============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO SCHEDULE D
PART II LONG-TERM CAPITAL GAINS AND LOSSESLINE 13 CAPITAL GAIN DISTRIBUTIONS----------------------------------------------------------------------
CAPITALNAME OF PAYER GAINS
------------------------------------------ ------------
8
MORGAN STANLEY & CO. INCORPORATED 1,700.
SUBTOTAL FROM CONSOLIDATED-1099 1,700.------------
TOTAL TO SCHEDULE D, LINE 13 1,700.------------
============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKEEL PASO, TX 79902
SUPPLEMENT TO SCHEDULE E==========================================================================================
INCOME OR LOSS FROM PARTNERSHIPS AND S CORPORATIONS
----------------------------------------------------------------------------------------------------------------------------------------------------------------
(B) (C) (E) (F) (G) (H) (I) (J)
(A) P/ F (D) NOT PASSIVE PASSIVE NONPASSIVE NONPASSIVE NONPASSIVE
NAME S P EIN AT-RISK LOSS INCOME LOSS SEC 179 INCOME
-------------------------------------------------------------------------- --- --- ---------- ---- ---------- ---------- ---------- ---------- ----------
STATEMENT 9
CAMPR INVESTMENT PARTNERSHIP P NONE
CAMPR II LIMITED P 21,724.
STANTON STREET TECHNOLOGY GROUP INC S 45,709.
IMPERIAL ARMS LLC P 5,981.
PEPPERTREE SQUARE, LTD P 62,323.
TOTALS 5,981.
----------
==========
84,047.
----------
==========
45,709.
----------
==========
----------
==========
NONE
----------
==========
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO SCHEDULE E========================
10
PART II, INCOME OR LOSS FROM PARTNERSHIPS AND S CORPORATIONS============================================================COLUMNS (F), (G), (H), (I) & (J) PASSIVE AND NONPASSIVE INCOME/LOSS
K-1 NAME: CAMPR INVESTMENT PARTNERSHIPID NUMBER:
DESCRIPTION PASSIVE NONPASSIVE----------------------------------- ------------ ------------
ALLOWABLE INCOME/LOSS------------
============NONE
------------
============
K-1 NAME: CAMPR II LIMITEDID NUMBER:
DESCRIPTION PASSIVE NONPASSIVE----------------------------------- ------------ ------------ORDINARY INCOME OR LOSS 37,119.RENTAL REAL ESTATE INCOME OR LOSS -5.PLUS:OTHER PORTFOLIO INCOME 9.OTHER INCOME (LOSS) -15,330.
LESS:OTHER DEDUCTIONS 69.
ALLOWABLE INCOME/LOSS 21,724.------------
============
------------
============
K-1 NAME: STANTON STREET TECHNOLOGY GROUP INCID NUMBER:
DESCRIPTION PASSIVE NONPASSIVE----------------------------------- ------------ ------------ORDINARY INCOME OR LOSS -45,709.
ALLOWABLE INCOME/LOSS------------
============-45,709.
------------
============
CONTINUED...
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO SCHEDULE E========================
11
PART II, INCOME OR LOSS FROM PARTNERSHIPS AND S CORPORATIONS (CONT'D)=====================================================================COLUMNS (F), (G), (H), (I) & (J) PASSIVE AND NONPASSIVE INCOME/LOSS
K-1 NAME: IMPERIAL ARMS LLCID NUMBER:
DESCRIPTION PASSIVE NONPASSIVE----------------------------------- ------------ ------------RENTAL REAL ESTATE INCOME OR LOSS -5,981.
ALLOWABLE INCOME/LOSS -5,981.------------
============
------------
============
K-1 NAME: PEPPERTREE SQUARE, LTDID NUMBER:
DESCRIPTION PASSIVE NONPASSIVE----------------------------------- ------------ ------------RENTAL REAL ESTATE INCOME OR LOSS 69,903.LESS:SECTION 754 DEPRECIATION 7,580.
ALLOWABLE INCOME/LOSS 62,323.------------
============
------------
============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO SCHEDULE SE
12
SPOUSE'S NET SELF-EMPLOYMENT INCOME===================================
NET NONFARM PROFIT OR (LOSS)----------------------------MISCELLANEOUS INCOME SUBJECT TO SE TAX 48,906.
TOTAL NET NONFARM PROFIT OR (LOSS), SECTION A, LINE 2 48,906.------------
============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
STATEMENT 13
FORM 4797 - PART I: SALES OR EXCHANGES OF PROPERTY USED IN A TRADE OR BUSINESS AND INVOLUNTARY
CONVERSIONS FROM OTHER THAN CASUALTY OR THEFTS
===================================================================== =====================================================================
(B) (C) (D)
(A)
DESCRIP. OF PROPERTY
DATE
ACQUIRED
DATE
SOLD
GROSS
SALES PRICE
(E)
DEPRECIATION
ALLOWED
(F)
COST OR OTHER
BASIS PLUS
IMPROVEMENTS &
EXPENSE OF SALE
(G)
LOSS/GAIN
--------------------------------------------------------------------- -------------------------------------
CAMPR II LIMITED -273.
-------------------------------------------------------------------------------------------------
PART I SEC. 1231 GAIN AND LOSS -273.
----------
==========
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
STATEMENT 14
FORM 4797 - PART I: SALES OR EXCHANGES OF PROPERTY USED IN A TRADE OR BUSINESS AND INVOLUNTARY
CONVERSIONS FROM OTHER THAN CASUALTY OR THEFTS - ALT. MINIMUM TAX
===================================================================== =====================================================================
(B) (C) (D)
(A)
DESCRIP. OF PROPERTY
DATE
ACQUIRED
DATE
SOLD
GROSS
SALES PRICE
(E)
DEPRECIATION
ALLOWED
(F)
COST OR OTHER
BASIS PLUS
IMPROVEMENTS &
EXPENSE OF SALE
(G)
LOSS/GAIN
--------------------------------------------------------------------- -------------------------------------------
CAMPR II LIMITED -276.
-------------------------------------------------------------------------------------------------
PART I SEC. 1231 GAIN AND LOSS -276.
----------
==========
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO FORM 6251=======================
15
DISPOSITION OF PROPERTY=======================
REGULAR AMT GAIN/LOSSGAIN/LOSS GAIN/LOSS ADJUSTMENT
---------- ---------- ----------SOURCE:---------------------------------FORM 4797 -273. -276. -3.
TOTAL TO FORM 6251, LINE 17 -3.------------
============
PASSIVE ACTIVITY LOSS=====================
REGULAR AMT PASSIVEINC./LOSS INC./LOSS ADJUSTMENT
---------- ---------- ----------DESCRIPTION---------------------------------CAMPR II LIMITED 21,724. 21,679. -45.PEPPERTREE SQUARE, LTD 62,323. 61,728. -595.
TOTAL TO FORM 6251, LINE 19 -640.------------
============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO FORM 6251=======================
16
PASSIVE ACTIVITY - INCOME AND LOSS DETAIL=========================================
REGULAR AMTINC./LOSS INC./LOSS
---------- ----------ACTIVITY - CAMPR II LIMITED
ORDINARY INCOME OR LOSS 37,119.RENTAL REAL ESTATE INCOME OR LOSS -5.PLUS: OTHER INCOME -15,321.LESS: OTHER DEDUCTIONS 69.
REGULAR INCOME OR LOSS BEFORE LIMITATIONS 21,724.------------
37,114.PLUS: POST-86 DEPRECIATION ADJUSTMENT -45.
POST-86 DISPOSITION GAIN OR LOSS -3.OTHER INCOME -15,321.
LESS: OTHER DEDUCTIONS 69.
AMT INCOME OR LOSS BEFORE LIMITATIONS 21,676.------------
ALLOWABLE INCOME OR LOSS 21,724.------------
============21,676.
------------
============
ACTIVITY - PEPPERTREE SQUARE, LTD
RENTAL REAL ESTATE INCOME OR LOSS 69,903.LESS: OTHER DEDUCTIONS 7,580.
REGULAR INCOME OR LOSS BEFORE LIMITATIONS 62,323.------------
69,903.PLUS: POST-86 DEPRECIATION ADJUSTMENT -595.LESS: OTHER DEDUCTIONS 7,580.
AMT INCOME OR LOSS BEFORE LIMITATIONS 61,728.------------
ALLOWABLE INCOME OR LOSS 62,323.------------
============61,728.
------------
============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO FORM 6251=======================
17
LINE 29 - EXEMPTION WORKSHEET=============================1. $53,900. IF SINGLE OR HEAD OF HOUSEHOLD
$83,800. IF MARRIED FILING JT. OR QUAL. WIDOW(ER)$41,900. IF MARRIED FILING SEPARATELY
83,800.
2. ALTERNATIVE MINIMUM TAXABLE INCOME, LINE 28 280,529.
3. $119,700. IF SINGLE OR HEAD OF HOUSEHOLD$159,700. IF MFJ OR QUAL. WIDOW(ER)$ 79,850. IF MARRIED FILING SEPARATELY
159,700.------------
4. LINE 2 LESS LINE 3 120,829.5. MULTIPLY LINE 4 BY 25% 30,207.
6. EXEMPTION AMOUNT (LINE 1 LESS LINE 5) 53,593.------------
============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO FORM 6251=======================
18
LINE 42 - WORKSHEET===================1. AMOUNT FROM FORM 6251, LINE 41 225,705.2. LINE 1 MULTIPLIED BY 28% 63,197.3. $3,726 OR $1,863 IF MARRIED FILING SEPARATELY 3,726.
4. TOTAL TO FORM 6251, LINE 42 (LINE 2 LESS LINE 3) 59,471.------------
============
LINE 63 - WORKSHEET===================1. AMOUNT FROM FORM 6251, LINE 36 226,936.2. LINE 1 MULTIPLIED BY 28% 63,542.3. $3,726 OR $1,863 IF MARRIED FILING SEPARATELY 3,726.
4. TOTAL TO FORM 6251, LINE 63 (LINE 2 LESS LINE 3) 59,816.------------
============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT 19
SUPPLEMENT TO SCHEDULE H
CASH WAGES SUBJECT TO FEDERALSOC. SEC. MEDICARE FUTA INCOME
NAME OF EMPLOYEE TAX TAX TAX TAX W/H-------------------- ---------- ---------- ---------- ----------
ADVANCEEIC
PAYMENTS----------
18,385. 18,385. NONE7,000.
TOTAL 18,385.----------
==========18,385.
----------
==========NONE
----------
==========
----------
==========7,000.
----------
==========
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO FORM 4952=======================
20
DETAIL OF INVESTMENT INTEREST EXPENSE-------------------------------------
PRIOR YEAR----------
CURRENT YEAR------------
DISALLOWEDDESCRIPTION-----------
INV. INT.---------
INV. INT.---------
CAMPR II LIMITED 28,782. 13,751.
TOTAL INVESTMENT INTEREST EXPENSE 28,782.------------
============13,751.
------------
============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO FORM 4952=======================
21
GAIN FROM INVESTMENT PROPERTIES-------------------------------
ORDINARY SHORT TERM LONG TERMGAIN LOSS GAIN LOSS GAIN
------------ ------------ ------------ ------------ ------------CAP. GAIN DIST 1,700.SCHEDULE D 3,943. 1,985.FORM 6781 106. 158.
TOTAL------------
------------3,943.
------------
------------106.
------------
------------1,985.
------------
------------1,858.
------------
------------
NET GAIN - PROPERTY HELD FOR INVESTMENT - FORM 4952 LINE 4D NONE============
ELECTION TO INCLUDE QUAL.DIV.& NET CAP.GAIN AS INV.INCOME---------------------------------------------------------
GROSS INCOME EXCLUDING QUAL. DIV. - FORM 4952 LINE 4C 49,554.ORDINARY GAIN - PROPERTY HELD FOR INVESTMENT
------------TOTAL INCOME BEFORE CAPITAL GAIN 49,554.
TOTAL INVESTMENT INTEREST EXPENSES - FORM 4952 LN. 3 42,533.INVESTMENT EXPENSES - FORM 4952 LINE 5 14,306.
------------TOTAL EXPENSES 56,839.
------------
EXCESS TOTAL EXPENSES OVER TOTAL INCOME 7,285.
QUALIFIED DIVIDENDS 1,231.
NET LONG-TERM CAPITAL GAIN - INVESTMENT PROPERTY NONENET SHORT-TERM CAPITAL LOSS - INVESTMENT PROPERTY 3,837.
------------NET CAPITAL GAIN NONE
------------
NET CAPITAL GAIN YOU MAY ELECT TO REPORT AS ORDINARY NONE
CONTINUED...
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO FORM 4952=======================
22
ELECTION TO INCLUDE QUAL.DIV.& NET CAP.GAIN AS INV.INCOME (CONT'D)------------------------------------------------------------------
QUALIFIED DIVIDENDS YOU MAY ELECT TO INCLUDE IN INV. INC. 1,231.------------
NET CAPITAL GAIN ELECTED TO BE REPORTED AS ORDINARY NONEQUALIFIED DIVIDENDS ELECTED TO BE INCLUDED IN INV. INC. NONE
------------TOTAL ELECTION TO BE INCLUDED IN INVESTMENT INCOME
- FORM 4952 LINE 4G NONE============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO FORM 4952=======================
23
DETAIL OF INVESTMENT INCOME MINUS EXPENSES------------------------------------------
1. CHILD'S INCOME FROM FORM 8814 .................2. INTEREST INCOME ...............................2A.LESS: INTEREST RECLASSIFIED AS SELF-CHARGED ..3. DIVIDEND INCOME ...............................4. ANNUITIES .....................................5. ROYALTY INCOME.................................6. K-1 SOURCES INVESTMENT INCOME .................
------------7. GROSS INVESTMENT INCOME .......................8. QUALIFIED DIVIDENDS ...........................
------------9. GROSS INVESTMENT INCOME EXCLUDING QUALIFIED DIV.
10. ORDINARY SECTION 1245, 1250 & 1254 INCOME .....11. NET CAPITAL GAIN FROM INVESTMENT PROPERTY .....12. NET GAIN FROM INVESTMENT PROPERTY .............13. LINE 12 LESS LINE 11 ..........................14. INVESTMENT INCOME ELECTION ....................
------------15. TOTAL INVESTMENT INCOME .......................
16. ROYALTY EXPENSES ..............................17. INVESTMENT EXPENSES ...........................
------------18. TOTAL INVESTMENT EXPENSES .....................
------------19. TOTAL NET INVESTMENT INCOME ...................
73.
2,456.
48,256.
50,785.1,231.
49,554.
NONENONE
NONE
49,554.
14,306.
14,306.
35,248.============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO FORM 4952=======================
24
DETAIL OF DISALLOWED INVESTMENT INTEREST EXPENSE------------------------------------------------
DISALLOWED TOTALDESCRIPTION-----------
INT. EXP.---------
INT. EXP.---------
CAMPR II LIMITED 42,533.7,285.
TOTALS 42,533.------------
============7,285.
------------
============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO FORM 4952 - AMT=============================
25
GAIN FROM INVESTMENT PROPERTIES - AMT-------------------------------------
ORDINARY SHORT TERM LONG TERMGAIN LOSS GAIN LOSS GAIN
------------ ------------ ------------ ------------ ------------CAP. GAIN DIST 1,700.SCHEDULE D 3,943. 1,985.FORM 6781 106. 158.
TOTAL------------
------------3,943.
------------
------------106.
------------
------------1,985.
------------
------------1,858.
------------
------------
NET GAIN - PROPERTY HELD FOR INVESTMENT - FORM 4952 LINE 4D NONE============
ELEC.TO INCLUDE QUAL.DIV.& NET CAP.GAIN AS INV.INC.- AMT--------------------------------------------------------
GROSS INCOME EXCLUDING QUAL. DIV. - FORM 4952 LINE 4C 49,554.ORDINARY GAIN - PROPERTY HELD FOR INVESTMENT
------------TOTAL INCOME BEFORE CAPITAL GAIN 49,554.
TOTAL INVESTMENT INTEREST EXPENSES - FORM 4952 LINE 3 31,281.INVESTMENT EXPENSES - FORM 4952 LINE 5 953.
------------TOTAL EXPENSES 32,234.
------------
EXCESS TOTAL EXPENSES OVER TOTAL INCOME NONE
QUALIFIED DIVIDENDS 1,231.
NET LONG-TERM CAPITAL GAIN - INVESTMENT PROPERTY NONENET SHORT-TERM CAPITAL LOSS - INVESTMENT PROPERTY 3,837.
------------NET CAPITAL GAIN NONE
------------
NET CAPITAL GAIN YOU MAY ELECT TO REPORT AS ORDINARY NONEQUALIFIED DIVIDENDS YOU MAY ELECT TO INCLUDE IN INV. INC. NONE
------------
NET CAPITAL GAIN ELECTED TO BE REPORTED AS ORDINARY NONEQUALIFIED DIVIDENDS ELECTED TO BE INCLUDED IN INV. INC. NONE
------------
CONTINUED...
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO FORM 4952 - AMT=============================
26
ELEC.TO INCLUDE QUAL.DIV.& NET CAP.GAIN AS INV.INC.- AMT (CONT'D)-----------------------------------------------------------------
TOTAL ELECTION TO BE INCLUDED IN INVESTMENT INCOME- FORM 4952 AMT LINE 4G NONE
============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO FORM 4952 - AMT=============================
27
DETAIL OF INVESTMENT INCOME MINUS EXPENSES FOR ALT. MIN. TAX------------------------------------------------------------
1. CHILD'S INCOME FROM FORM 8814 .................2. INTEREST INCOME ...............................2A.LESS: INTEREST RECLASSIFIED AS SELF-CHARGED3. PRIVATE ACTIVITY BONDS ........................4. DIVIDEND INCOME ...............................5. ANNUITIES .....................................6. ROYALTY INCOME ................................7. K-1 SOURCES INVESTMENT INCOME .................
------------8. GROSS INVESTMENT INCOME .......................9. QUALIFIED DIVIDENDS ...........................
------------10. GROSS INVESTMENT INCOME EXCLUDING QUALIFIED DIV
11. ORDINARY SECTION 1245, 1250, & 1254 INCOME ....12. NET CAPITAL GAIN FROM INVESTMENT PROPERTY .....13. NET GAIN FROM INVESTMENT PROPERTY .............14. LINE 13 LESS LINE 12 ..........................15. INVESTMENT INCOME ELECTION
------------16. TOTAL INVESTMENT INCOME .......................
17. ROYALTY EXPENSES ..............................18. INVESTMENT EXPENSES ...........................19. PRIVATE ACTIVITY BONDS ........................
------------20. TOTAL INVESTMENT EXPENSES .....................
------------21. TOTAL NET INVESTMENT INCOME ...................
73.
2,456.
50,785.
48,256.
1,231.
49,554.
NONENONE
NONENONE
49,554.
953.
953.
48,601.============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO FORM 8960
PART II INVESTMENT EXPENSES ALLOCABLE TO INVESTMENT INCOME ANDMODIFICATIONSLINE 9A INVESTMENT INTEREST EXPENSES----------------------------------------------------------------------
28
1. SCHEDULE A (FORM 1040), LINE 14 35,248.2. ADJUSTMENT FROM ORGANIZER3. TOTAL. ADD LINE 1 AND LINE 2 35,248.
============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO FORM 8960
PART II INVESTMENT EXPENSES ALLOCABLE TO INVESTMENT INCOME ANDMODIFICATIONSLINE 9C MISCELLANEOUS INVESTMENT EXPENSES----------------------------------------------------------------------
29
1. AMOUNT OF MISCELLANEOUSITEMIZED DEDUCTIONS BEFORETHE APPLICATION OF SECTION67 LIMITATION 17,865.
2. AMOUNT OF ALL MISCELLANEOUSITEMIZED DEDUCTIONS AFTER THEAPPLICATION OF SECTION 67LIMITATION (SCHEDULE A(FORM 1040), LINE 27) 13,353.
3. SMALLER OF LINE 1 OR LINE 2 13,353.4. DIVIDE LINE 2 BY LINE 1 0.747439135. FORM 4952 LINE 5 RECALCULATED FOR
NII BEFORE SECTION 67 LIMITATION 17,865.6. MULTIPLY LINE 4 TIMES LINE 5 13,353.7. FORM 4952 LINE 5 RECALCULATED FOR
NII AFTER APPLICATION OF SECTION 67LIMITATION AND SUBJECT TO THESECTION 68 LIMITATION 13,353.
8. TOTAL DEDUCTIONS PROPERLY ALLOCABLETO INVESTMENT INCOME SUBJECT TOTHE SECTION 68 LIMITATION 13,353.
9. ITEMIZED DEDUCTION LIMITATION FOR NII 35,770.10. SMALLER OF LINE 8 OR LINE 9 13,353.11. DIVIDE LINE 10 BY LINE 8 1.0000000012. MULTIPLY LINE 7 TIMES LINE 11 13,353.13. ADJUSTMENT FROM ORGANIZER14. MISCELLANEOUS INVESTMENT EXPENSES
FOR NII AFTER APPLICATION OFSECTION 67 AND SECTION 68LIMITATIONS. ADD LINE 12 ANDLINE 13 13,353.
------------
============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO FORM 8960
PART III TAX COMPUTATIONLINE 13 MODIFIED ADJUSTED GROSS INCOME----------------------------------------------------------------------
30
1. ENTER YOUR ADJUSTED GROSS INCOME 327,947.2. FOREIGN EARNED INCOME EXCLUSION:
(A) ENTER YOUR FOREIGN EARNED INCOMEEXCLUSION (FROM LINE 42 OF FORM 2555)
(B) ENTER THE DEDUCTIONS REPORTED ONLINE 44 OF FORM 2555 ALLOCABLETO YOUR FOREIGN EARNED INCOMEEXCLUSION
(C) COMBINE LINES 2(A) AND 2(B)3. ADJUSTMENTS FOR CERTAIN CFCS
AND CERTAIN PFICS4. ENTER THE SUM OF LINE 1, LINE 2(C),
AND LINE 3. (ENTER THIS AMOUNT ONFORM 8960, LINE 13.) 327,947.
------------
============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO FORM 8960
PART I INVESTMENT INCOMELINE 5B NET GAIN OR LOSS FROM DISPOSITION OF PROPERTY THAT IS NOTSUBJECT TO NET INVESTMENT INCOME TAX----------------------------------------------------------------------
31
ACTIVITY NAME AMOUNT------------------------------------------ ------------CAMPR II LIMITED 264.
SUBTOTAL SCHEDULE D 264.------------
------------
TOTAL TO LINE 2A COLUMN A 264.------------
============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT 32
SUPPLEMENT TO FORM 5884=======================
PASS-THROUGH WORK OPPORTUNITY CREDITS=====================================
CAMPR II LIMITED 238.
TOTAL TO LINE 3 OF FORM 5884 238.----------
==========
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT 33
SUPPLEMENT TO FORM 8582-CR
TAX ATTRIBUTABLE TO PASSIVE INCOME - LINE 6-------------------------------------------TOTAL TAX LIABILITY 54,231.TAXABLE INCOME INCLUDING PASSIVE INCOME 239,514.LESS: NET PASSIVE INCOME FROM FORM 8582 77,793.PLUS: LOSSES FROM DISPOSITIONINCOME WITHOUT PASSIVE INCOME 161,721.LESS: TAX ON NON-PASSIVE INCOME 32,108.
TAX ATTRIBUTABLE TO PASSIVE INCOME, LINE 6 22,123.------------
============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO FORM 8846=======================
34
FLOW-THROUGH TIP CREDIT=======================CAMPR II LIMITED 3,907.
TOTAL TO LINE 5, FORM 8846 3,907.------------
============
SV2020 U468 10/05/2017 16:17:26 V16-7.1F
ROBERT F O'ROURKE & AMY S O'ROURKE
============================================================================
STATEMENT
SUPPLEMENT TO FORM 2106 - EMPLOYEE BUSINESS EXPENSES===========================================================================
NAME: ROBERT F O'ROURKEOCCUPATION: MEMB OF US CONGRESS
35
BUSINESS EXPENSES-----------------
AMOUNT------------
TREAS REG 5E.274-8 TRAVEL EXPENSES 3,000.
TOTAL BUSINESS EXPENSES TO FORM 2106, LINE 4 3,000.------------
============