TAX YEAR: 2020 PROCESS DATE: 11/30/2020 CLIENT : XXX-XX-0672 BEN … · 2020. 12. 6. · ben a...

TAX YEAR: 2020 PROCESS DATE: 11/30/2020

CLIENT : XXX-XX-0672 BEN A PARSONS BIRTH DATE : XX/XX/1950 Age:70SPOUSE : XXX-XX-0672 PATRICIA A HARPER BIRTH DATE : XX/XX/1957 Age:63

ADDRESS : 30911 LOST MEADOW CIRCLE PREPARER : 995 : NASHUA NH 03063

Home : (603) 555-1212Work : -Cell : -STATUS : MARRIED JOINTFED TYPE: Electronic MailST TYPE : Regular Tax EFFECTIVE RATE: 5.04%E-MAIL :

_____________________________________________________________________________________DEPENDENT NAME BIRTH DATE AGE SSN RELATIONSHIP MONTHS__________________________________________________________________________________MADISON CHAMBERS XX/XX/2005 15 XXX-XX-0672 GRANDCHILD 9

_____________________________________________________________________________________

LISTING OF FORMS FOR THIS RETURN________________________________FORM 1040-SRSCHEDULE 1 (ADDITIONAL INCOME AND ADJUSTMENTS TO INCOME)SCHEDULE 2 (ADDITIONAL TAXES)SCHEDULE 3 (ADDITIONAL CREDITS AND PAYMENTS)FORM SSA-1099 (SOCIAL SECURITY BENEFITS)FORM 1099-R (RETIREMENT DISTRIBUTIONS)FORM 1099-MISC (Miscellaneous Income)SCHEDULE B (INTEREST/DIVIDEND INCOME)SCHEDULE C (BUSINESS INCOME)SCHEDULE D (CAPITAL GAINS/LOSSES)SCHEDULE SE (SELF EMPLOYMENT TAX)FORM 6251 (ALTERNATIVE MINIMUM TAX)CHILD TAX CREDIT WORKSHEETFORM 8879 (E-FILE SIGNATURE AUTHORIZATION)FORM 8949 (SALES AND OTHER DISPOSITIONS OF CAPITAL ASSETS)FORM 8995 (QUALIFIED BUSINESS INCOME DEDUCTION)SALE OF HOME WORKSHEETFORM 4868 (AUTOMATIC EXTENSION OF TIME TO FILE)

* QUICK SUMMARY *_____________________________________________________________________________________SUMMARY__________________________________________________________________________FILING STATUSTOTAL INCOMETOTAL ADJUSTMENTSADJUSTED GROSS INCOMEDEDUCTIONSEXEMPTIONSTAXABLE INCOMETAXCREDITSOTHER TAXESPAYMENTSREFUNDAMOUNT DUE

FEDERAL 2 56251 4859 51392 26100 0 25047 2458 2012 817 5402 4139 0

CLIENT : BEN PARSONS XXX-XX-0672SPOUSE : PATRICIA HARPER XXX-XX-0672

PREPARER : 995 DATE : 11/30/2020_____________________________________________________________________________________* 1099-R INCOME FORMS SUMMARY *_____________________________________________________________________________________

[T/S] PAYER GROSS DIST TAXABLE AMT FED WITH STATE WITH ST _________________________________________________________________________________1. T UNITED STATES POSTAL S 27658 25122 2908 02. S HARRIS TRUST CO 14564 13135 994 0

TOTALS...... 42222 38257 3902 0

* 1099-MISC INCOME FORMS SUMMARY *_____________________________________________________________________________________

OTHER FEDERAL NONEMPLOYEE [T/S] PAYER RENTS ROYALTIES INCOME WITH COMPENSATION _______________________________________________________________________________________1. S MADISON COUNTY SCHOOL DIS 0 0 0 0 7956

TOTALS...... 0 0 0 0 7956

* FORM SSA-1099 INCOME FORMS SUMMARY *_____________________________________________________________________________________

[T/S] PAYER SSA BENEFITS FED WITH PREMIUMS _________________________________________________________________________1. T U.S. 15680 1200 02. S U.S. 9968 300 0

TOTALS...... 25648 1500 0

Form 1099-MISC

2020 Miscellaneous Income

Copy BFor Recipient

Department of the Treasury - Internal Revenue Service

This is important tax information and is being furnished to the IRS. If you are

required to file a return, a negligence

penalty or other sanction may be

imposed on you if this income is

taxable and the IRS determines that it

has not been reported.

OMB No. 1545-0115

CORRECTED (if checked)PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.

PAYER’S TIN RECIPIENT’S TIN

RECIPIENT’S name

Street address (including apt. no.)

City or town, state or province, country, and ZIP or foreign postal code

Account number (see instructions) FATCA filing requirement

11 12 Section 409A deferrals

1 Rents

$2 Royalties

$3 Other income

$4 Federal income tax withheld

$5 Fishing boat proceeds

$

6 Medical and health care payments

$7 Payer made direct sales of

$5,000 or more of consumer products to a buyer (recipient) for resale

8 Substitute payments in lieu of dividends or interest

$9 Crop insurance proceeds

$

10 Gross proceeds paid to an attorney

$

13 Excess golden parachute payments

$

14 Nonqualified deferred compensation

$

$

15 State tax withheld

$$

16 State/Payer’s state no. 17 State income

$$

Form 1099-MISC (keep for your records) www.irs.gov/Form1099MISC

QNA

MADISON COUNTY SCHOOL DISTRICT367 WEST LAWN AVENASHUA NH 03063

21-3450672 XXX-XX-0672

PATRICIA HARPER

30911 LOST MEADOW CIRCLE

NASHUA NH 03063

Form 1099-R

2019

Distributions From Pensions, Annuities,

Retirement or Profit-Sharing Plans,

IRAs, Insurance Contracts, etc.


This information is being furnished to

the IRS.

OMB No. 1545-0119

CORRECTED (if checked)PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no.


RECIPIENT’S name



10 Amount allocable to IRR within 5 years

$

11 1st year of desig. Roth contrib.

FATCA filing requirement

Account number (see instructions) Date of payment

1 Gross distribution

$2a Taxable amount

$2b Taxable amount

not determinedTotal distribution

3 Capital gain (included in box 2a)

$

4 Federal income tax withheld

$5 Employee contributions/

Designated Roth contributions or insurance premiums

$

6 Net unrealized appreciation in employer’s securities

$7 Distribution code(s)

IRA/ SEP/

SIMPLE

8 Other

$ %9a Your percentage of total

distribution %

9b Total employee contributions

$12 State tax withheld

$$

13 State/Payer’s state no. 14 State distribution

$$

15 Local tax withheld

$$

16 Name of locality 17 Local distribution

$$

Form 1099-R (keep for your records) www.irs.gov/Form1099R

Form 1099-R

2019

Distributions From Pensions, Annuities,

Retirement or Profit-Sharing Plans,

IRAs, Insurance Contracts, etc.


This information is being furnished to

the IRS.

OMB No. 1545-0119

CORRECTED (if checked)PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no.


RECIPIENT’S name



10 Amount allocable to IRR within 5 years

$

11 1st year of desig. Roth contrib.

FATCA filing requirement

Account number (see instructions) Date of payment

1 Gross distribution

$2a Taxable amount

$2b Taxable amount

not determinedTotal distribution

3 Capital gain (included in box 2a)

$

4 Federal income tax withheld

$5 Employee contributions/

Designated Roth contributions or insurance premiums

$

6 Net unrealized appreciation in employer’s securities

$7 Distribution code(s)

IRA/ SEP/

SIMPLE

8 Other

$ %9a Your percentage of total

distribution %

9b Total employee contributions

$12 State tax withheld

$$

13 State/Payer’s state no. 14 State distribution

$$

15 Local tax withheld

$$

16 Name of locality 17 Local distribution

$$

Form 1099-R (keep for your records) www.irs.gov/Form1099R

QNA

UNITED STATES POSTAL SERVICE475 LEFANT PLAZA SWNASHUA NH 03063

41-0760672 XXX-XX-0672

BEN A PARSONS


NASHUA NH 03063

0 0

27658

25122

2908

7

76092

QNA

HARRIS TRUST COPO BOX 1379NASHUA NH 03063

21-7000672 XXX-XX-0672

PATRICIA A HARPER


NASHUA NH 03063

0 0

14564

13135

994

1429

7

Form 8879(Rev. August 2020)

Department of the Treasury Internal Revenue Service

IRS e-file Signature Authorization

ERO must obtain and retain completed Form 8879.

Go to www.irs.gov/Form8879 for the latest information.

OMB No. 1545-0074

Submission Identification Number (SID)

Taxpayer’s name Social security number

Spouse’s name Spouse’s social security number

Part I Tax Return Information — Tax Year Ending December 31, (Enter year you are authorizing.)Enter whole dollars only on lines 1 through 5.Note: Form 1040-SS filers use line 4 only. Leave lines 1, 2, 3, and 5 blank.

1 Adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Federal income tax withheld from Form(s) W-2 and Form(s) 1099 . . . . . . . . . . . . . 34 Amount you want refunded to you . . . . . . . . . . . . . . . . . . . . . . 45 Amount you owe . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Part II Taxpayer Declaration and Signature Authorization (Be sure you get and keep a copy of your return)Under penalties of perjury, I declare that I have examined a copy of the income tax return (original or amended) I am now authorizing, and to the best of my knowledge and belief, it is true, correct, and complete. I further declare that the amounts in Part I above are the amounts from the income tax return (original or amended) I am now authorizing. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send my return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of my federal taxes owed on this return and/or a payment of estimated tax, and the financial institution to debit the entry to this account. This authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the authorization. To revoke (cancel) a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537. Payment cancellation requests must be received no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I further acknowledge that the personal identification number (PIN) below is my signature for the income tax return (original or amended) I am now authorizing and, if applicable, my Electronic Funds Withdrawal Consent.

Taxpayer’s PIN: check one box onlyI authorize

ERO firm nameto enter or generate my PIN

Enter five digits, but don’t enter all zeros

as my

signature on the income tax return (original or amended) I am now authorizing.

I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.

Your signature Date

Spouse’s PIN: check one box onlyI authorize

ERO firm nameto enter or generate my PIN

Enter five digits, but don’t enter all zeros

as my

signature on the income tax return (original or amended) I am now authorizing.I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.

Spouse’s signature Date Practitioner PIN Method Returns Only—continue below

Part III Certification and Authentication — Practitioner PIN Method Only

ERO’s EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN.Don’t enter all zeros

I certify that the above numeric entry is my PIN, which is my signature for the electronic individual income tax return (original or amended) I am now authorized to file for tax year indicated above for the taxpayer(s) indicated above. I confirm that I am submitting this return in accordance with the requirements of the Practitioner PIN method and Pub. 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.

ERO’s signature Date ERO Must Retain This Form — See Instructions

Don’t Submit This Form to the IRS Unless Requested To Do SoFor Paperwork Reduction Act Notice, see your tax return instructions. Form 8879 (Rev. 08-2020)QNA

BEN A PARSONS XXX-XX-0672

PATRICIA A HARPER XXX-XX-0672

51392 1263 5402 4139

11/30/2020

11/30/2020

X PRACTICE LAB1 0 6 7 2

X PRACTICE LAB 1 0 6 7 2

3 6 9 2 5 8 9 8 7 6 5

IRS PREPARER11/30/2020

DRAFT AS OF

Form1040 2020U.S. Individual Income Tax Return Department of the Treasury—Internal Revenue Service (99) OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space.

Filing Status Check only one box.

Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW)

If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QW box, enter the child’s name if the qualifying person is a child but not your dependent ▶

Your first name and middle initial Last name Your social security number

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

Home address (number and street). If you have a P.O. box, see instructions. Apt. no.

City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code

Foreign country name Foreign province/state/county Foreign postal code

Presidential Election CampaignCheck here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change your tax or refund.

You Spouse

At any time during 2020, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency? Yes No

Standard Deduction

Someone can claim: You as a dependent Your spouse as a dependent

Spouse itemizes on a separate return or you were a dual-status alien

Age/Blindness You: Were born before January 2, 1956 Are blind Spouse: Was born before January 2, 1956 Is blind

Dependents (see instructions):If more than four dependents, see instructions and check here ▶

(2) Social security number

(3) Relationship to you

(4) ✔ if qualifies for (see instructions):(1) First name Last name Child tax credit Credit for other dependents

1 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . 1Attach Sch. B if required.

2a Tax-exempt interest . . . 2a b Taxable interest . . . . . 2b

3a Qualified dividends . . . 3a b Ordinary dividends . . . . . 3b

4a IRA distributions . . . . 4a b Taxable amount . . . . . . 4b

5a Pensions and annuities . . 5a b Taxable amount . . . . . . 5b

6a Social security benefits . . 6a b Taxable amount . . . . . . 6b

7 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . ▶ 7

8 Other income from Schedule 1, line 9 . . . . . . . . . . . . . . . . . . . 8

9 Add lines 1, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . ▶ 9

10 Adjustments to income:

a From Schedule 1, line 22 . . . . . . . . . . . . . . 10a

b Charitable contributions if you take the standard deduction. See instructions 10b

c Add lines 10a and 10b. These are your total adjustments to income . . . . . . . . ▶ 10c

11 Subtract line 10c from line 9. This is your adjusted gross income . . . . . . . . . ▶ 11

12 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . .

Standard Deduction for—• Single or

Married filing separately, $12,400

• Married filing jointly or Qualifying widow(er), $24,800

• Head of household, $18,650

• If you checked any box under Standard Deduction, see instructions.

12

13 Qualified business income deduction. Attach Form 8995 or Form 8995-A . . . . . . . . 13

14 Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . 1415 Taxable income. Subtract line 14 from line 11. If zero or less, enter -0- . . . . . . . . . 15

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2020)

QNA

x

BEN A PARSONS XXX-XX-0672



NASHUA NH 03063

X

X

MADISON CHAMBERS XXX-XX-0672 GRANDCHILD X

469 17 1280 2307

42222 38257 25648 12885

-3000 5785 56251

4559 300

4859 51392 26100 245 26345 25047

Form 1040 (2020) Page 216 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 . . 16

17 Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . 17

18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . 18

19 Child tax credit or credit for other dependents . . . . . . . . . . . . . . . . 19

20 Amount from Schedule 3, line 7 . . . . . . . . . . . . . . . . . . . . 20

21 Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . 21

22 Subtract line 21 from line 18. If zero or less, enter -0- . . . . . . . . . . . . . . 22

23 Other taxes, including self-employment tax, from Schedule 2, line 10 . . . . . . . . . 23

24 Add lines 22 and 23. This is your total tax . . . . . . . . . . . . . . . . ▶ 24

25 Federal income tax withheld from:

a Form(s) W-2 . . . . . . . . . . . . . . . . . . 25a

b Form(s) 1099 . . . . . . . . . . . . . . . . . . 25b

c Other forms (see instructions) . . . . . . . . . . . . . 25c

d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . 25d

26 2020 estimated tax payments and amount applied from 2019 return . . . . . . . . . . 26

27 Earned income credit (EIC) . . . . . . . . . . . . . .• If you have a

qualifying child, attach Sch. EIC.

• If you have nontaxable combat pay, see instructions.

27

28 Additional child tax credit. Attach Schedule 8812 . . . . . . . 28

29 American opportunity credit from Form 8863, line 8 . . . . . . . 29

30 Recovery rebate credit. See instructions . . . . . . . . . . 30

31 Amount from Schedule 3, line 13 . . . . . . . . . . . . 31

32 Add lines 27 through 31. These are your total other payments and refundable credits . . . ▶ 3233 Add lines 25d, 26, and 32. These are your total payments . . . . . . . . . . . ▶ 33

Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid . . 3435a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . ▶ 35a

Direct deposit? See instructions.

▶ b Routing number ▶ c Type: Checking Savings▶ d Account number36 Amount of line 34 you want applied to your 2021 estimated tax . . ▶ 36

Amount You OweFor details on how to pay, see instructions.

37 Subtract line 33 from line 24. This is the amount you owe now . . . . . . . . . . ▶ 37

Note: Schedule H and Schedule SE filers, line 37 may not represent all of the taxes you owe for 2020. See Schedule 3, line 12e, and its instructions for details.

38 Estimated tax penalty (see instructions) . . . . . . . . . ▶ 38

Third Party Designee

Do you want to allow another person to discuss this return with the IRS? See instructions . . . . . . . . . . . . . . . . . . . . ▶ Yes. Complete below. NoDesignee’s name ▶

Phone no. ▶

Personal identification number (PIN) ▶

Sign Here

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

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

Your signature Date Your occupation If the IRS sent you an Identity Protection PIN, enter it here (see inst.) ▶

Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent your spouse an Identity Protection PIN, enter it here (see inst.) ▶

Phone no. Email address

▲

Paid Preparer Use Only

Preparer’s name Preparer’s signature Date PTIN Check if:

Self-employed

Firm’s name ▶ Phone no.

Firm’s address ▶ Firm’s EIN ▶

Go to www.irs.gov/Form1040 for instructions and the latest information. Form 1040 (2020) QNA

PARSONS XXX-XX-0672

2458

2458 2000 12 2012 446 817 1263

5402

5402

5402 4139 4139

X X X X X X X X XX X X X X X X X X X X X X X X X X

11/30/20

11/30/20

RETIRED

RETIRED TEACHER

8 9 6 2 7 9

11/30/20 S12345678

-PRACTICE LAB15 PRACTICE LAB WAY WASHINGTON DC 20005

202-202-2022

SCHEDULE 1 (Form 1040)

Department of the Treasury Internal Revenue Service

Additional Income and Adjustments to Income Attach to Form 1040, 1040-SR, or 1040-NR.

Go to www.irs.gov/Form1040 for instructions and the latest information.

OMB No. 1545-0074

2020Attachment Sequence No. 01

Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number

Part I Additional Income

1 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . 1

2a Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a

b Date of original divorce or separation agreement (see instructions)

3 Business income or (loss). Attach Schedule C . . . . . . . . . . . . . . . 3

4 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . . . . 4

5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 5

6 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . . . . 6

7 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . 7

8 Other income. List type and amount 8

9

Combine lines 1 through 8. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Part II Adjustments to Income

10 Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . 10

11

Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 . . . . . . . . . . . . . . . . . . . . . . . 11

12 Health savings account deduction. Attach Form 8889 . . . . . . . . . . . . 12

13 Moving expenses for members of the Armed Forces. Attach Form 3903 . . . . . 13

14 Deductible part of self-employment tax. Attach Schedule SE . . . . . . . . . 14

15 Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . 15

16 Self-employed health insurance deduction . . . . . . . . . . . . . . . . . 16

17 Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . 17

18a Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18a

b Recipient’s SSN . . . . . . . . . . . . . . . . . . . .

c Date of original divorce or separation agreement (see instructions)

19 IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

20 Student loan interest deduction . . . . . . . . . . . . . . . . . . . . . 20

21 Tuition and fees deduction. Attach Form 8917 . . . . . . . . . . . . . . . 21

22

Add lines 10 through 21. These are your adjustments to income. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 10a . . . . . . . . . . . . . . . 22

For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 1 (Form 1040) 2020

QNA

BEN PARSONS & PATRICIA HARPER XXX-XX-0672

5785

5785

409

4150

4559

SCHEDULE 2 (Form 1040) 2020

Additional TaxesDepartment of the Treasury Internal Revenue Service

Attach to Form 1040, 1040-SR, or 1040-NR. Go to www.irs.gov/Form1040 for instructions and the latest information.

OMB No. 1545-0074

Attachment Sequence No. 02


Part I Tax

1 Alternative minimum tax. Attach Form 6251 . . . . . . . . . . . . . . . . 1

2 Excess advance premium tax credit repayment. Attach Form 8962 . . . . . . . 2

3 Add lines 1 and 2. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 17 . . 3Part II Other Taxes

4 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . 4

5 Unreported social security and Medicare tax from Form: a 4137 b 8919 . 56

Additional tax on IRAs, other qualified retirement plans, and other tax-favored accounts. Attach Form 5329 if required . . . . . . . . . . . . . . . . . . 6

7a Household employment taxes. Attach Schedule H . . . . . . . . . . . . . 7a

b

Repayment of first-time homebuyer credit from Form 5405. Attach Form 5405 if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b

8 Taxes from: a Form 8959 b Form 8960

c Instructions; enter code(s) 8

9 Section 965 net tax liability installment from Form 965-A . . . 910

Add lines 4 through 8. These are your total other taxes. Enter here and on Form 1040 or 1040-SR, line 23, or Form 1040-NR, line 23b . . . . . . . . . . . . 10

For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 2 (Form 1040) 2020QNA


817

817

SCHEDULE 3 (Form 1040) 2020

Additional Credits and PaymentsDepartment of the Treasury Internal Revenue Service

Attach to Form 1040, 1040-SR, or 1040-NR. Go to www.irs.gov/Form1040 for instructions and the latest information.

OMB No. 1545-0074

Attachment Sequence No. 03


Part I Nonrefundable Credits

1 Foreign tax credit. Attach Form 1116 if required . . . . . . . . . . . . . . 1

2 Credit for child and dependent care expenses. Attach Form 2441 . . . . . . . 2

3 Education credits from Form 8863, line 19 . . . . . . . . . . . . . . . . . 3

4 Retirement savings contributions credit. Attach Form 8880 . . . . . . . . . . 4

5 Residential energy credits. Attach Form 5695 . . . . . . . . . . . . . . . 5

6 Other credits from Form: a 3800 b 8801 c 6

7 Add lines 1 through 6. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 20 7Part II Other Payments and Refundable Credits

8 Net premium tax credit. Attach Form 8962 . . . . . . . . . . . . . . . . . 8

9 Amount paid with request for extension to file (see instructions) . . . . . . . . 9

10 Excess social security and tier 1 RRTA tax withheld . . . . . . . . . . . . . 10

11 Credit for federal tax on fuels. Attach Form 4136 . . . . . . . . . . . . . . 11

12 Other payments or refundable credits:

a Form 2439 . . . . . . . . . . . . . . . . . . . . . 12ab

Qualified sick and family leave credits from Schedule(s) H and Form(s) 7202 . . . . . . . . . . . . . . . . . . . . 12b

c Health coverage tax credit from Form 8885 . . . . . . . . 12c

d Other: 12d

e Deferral for certain Schedule H or SE filers (see instructions) . 12e

f Add lines 12a through 12e . . . . . . . . . . . . . . . . . . . . . . . 12f

13 Add lines 8 through 12f. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 31 13For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 3 (Form 1040) 2020QNA


12

12

SCHEDULE A (Form 1040)

Department of the Treasury Internal Revenue Service (99)

Itemized Deductions▶ Go to www.irs.gov/ScheduleA for instructions and the latest information.

▶ Attach to Form 1040 or 1040-SR.

Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16.

OMB No. 1545-0074


Name(s) shown on Form 1040 or 1040-SR Your social security number

Medical and Dental Expenses

Caution: Do not include expenses reimbursed or paid by others. 1 Medical and dental expenses (see instructions) . . . . . . . 1 2 Enter amount from Form 1040 or 1040-SR, line 11 2 3 Multiply line 2 by 7.5% (0.075) . . . . . . . . . . . . . 3 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- . . . . . . . . . 4

Taxes You Paid

5 State and local taxes.a

State and local income taxes or general sales taxes. You may include either income taxes or general sales taxes on line 5a, but not both. If you elect to include general sales taxes instead of income taxes, check this box . . . . . . . . . . . . . . . . . ▶ 5a

b State and local real estate taxes (see instructions) . . . . . . . 5b c State and local personal property taxes . . . . . . . . . . 5c d Add lines 5a through 5c . . . . . . . . . . . . . . . 5d e

Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately) . . . . . . . . . . . . . . . . . . . 5e

6 Other taxes. List type and amount ▶6

7 Add lines 5e and 6 . . . . . . . . . . . . . . . . . . . . . . . 7

Interest You PaidCaution: Your mortgage interest deduction may be limited (see instructions).

8

Home mortgage interest and points. If you didn’t use all of your home mortgage loan(s) to buy, build, or improve your home, see instructions and check this box . . . . . . . . . . . ▶

a

Home mortgage interest and points reported to you on Form 1098. See instructions if limited . . . . . . . . . . . . . . 8a

b

Home mortgage interest not reported to you on Form 1098. Seeinstructions if limited. If paid to the person from whom you bought thehome, see instructions and show that person’s name, identifying no., and address . . . . . . . . . . . . . . . . . . .▶

8bc

Points not reported to you on Form 1098. See instructions for special rules . . . . . . . . . . . . . . . . . . . . . 8c

d Mortgage insurance premiums (see instructions) . . . . . . . 8d e Add lines 8a through 8d . . . . . . . . . . . . . . . 8e

9 Investment interest. Attach Form 4952 if required. See instructions . 910 Add lines 8e and 9 . . . . . . . . . . . . . . . . . . . . . . . 10

Gifts to CharityCaution: If you made a gift and got a benefit for it, see instructions.

11

Gifts by cash or check. If you made any gift of $250 or more, see instructions . . . . . . . . . . . . . . . . . . . 11

12

Other than by cash or check. If you made any gift of $250 or more, see instructions. You must attach Form 8283 if over $500. . . . 12

13 Carryover from prior year . . . . . . . . . . . . . . 13 14 Add lines 11 through 13 . . . . . . . . . . . . . . . . . . . . . . 14

Casualty and Theft Losses

15

Casualty and theft loss(es) from a federally declared disaster (other than net qualified disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Other Itemized Deductions

16 Other—from list in instructions. List type and amount ▶

16

Total Itemized Deductions

17

Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on Form 1040 or 1040-SR, line 12 . . . . . . . . . . . . . . . . . . . . 17

18

If you elect to itemize deductions even though they are less than your standard deduction, check this box . . . . . . . . . . . . . . . . . . . . . . . . ▶

For Paperwork Reduction Act Notice, see the Instructions for Forms 1040 and 1040-SR. Schedule A (Form 1040) 2020QNA


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SCHEDULE B (Form 1040)


Interest and Ordinary Dividends ▶ Go to www.irs.gov/ScheduleB for instructions and the latest information.

▶ Attach to Form 1040 or 1040-SR.

OMB No. 1545-0074


Name(s) shown on return Your social security number

Part I

Interest (See instructions and the instructions for Forms 1040 and 1040-SR, line 2b.) Note: If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the total interest shown on that form.

1

List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer’s social security number and address ▶

1

Amount

2 Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . 2 3

Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . 3

4

Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b . . . . . . . . . . . . . . . . . . . . . . . . ▶ 4

Note: If line 4 is over $1,500, you must complete Part III. Amount

Part II

Ordinary Dividends (See instructions and the instructions for Forms 1040 and 1040-SR, line 3b.) Note: If you received a Form 1099-DIV or substitute statement from a brokerage firm, list the firm’s name as the payer and enter the ordinary dividends shown on that form.

5 List name of payer ▶

5

6

Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b . . . . . . . . . . . . . . . . . . . . . . . . ▶ 6

Note: If line 6 is over $1,500, you must complete Part III.

Part III

Foreign Accounts and Trusts Caution: If required, failure to file FinCEN Form 114 may result in substantial penalties. See instructions.

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

7

a

At any time during 2020, did you have a financial interest in or signature authority over a financialaccount (such as a bank account, securities account, or brokerage account) located in a foreigncountry? See instructions . . . . . . . . . . . . . . . . . . . . . . . .

If “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 . . . . . .

b

If you are required to file FinCEN Form 114, enter the name of the foreign country where the financial account is located ▶

8

During 2020, 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 . . . . . . . . .

For Paperwork Reduction Act Notice, see your tax return instructions. Schedule B (Form 1040) 2020 QNA


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ABC BROKERAGE 2307

2307

X

X

SCHEDULE C (Form 1040)


Profit or Loss From Business (Sole Proprietorship)

▶ Go to www.irs.gov/ScheduleC for instructions and the latest information.▶ Attach to Form 1040, 1040-SR, 1040-NR, or 1041; partnerships generally must file Form 1065.

OMB No. 1545-0074


Name of proprietor Social security number (SSN)

A Principal business or profession, including product or service (see instructions) B Enter code from instructions ▶

C Business name. If no separate business name, leave blank. D Employer ID number (EIN) (see instr.)

E Business address (including suite or room no.) ▶

City, town or post office, state, and ZIP code

F Accounting method: (1) Cash (2) Accrual (3) Other (specify) ▶

G Did you “materially participate” in the operation of this business during 2020? If “No,” see instructions for limit on losses . Yes No

H If you started or acquired this business during 2020, check here . . . . . . . . . . . . . . . . . ▶

I Did you make any payments in 2020 that would require you to file Form(s) 1099? See instructions . . . . . . . . Yes No

J If “Yes,” did you or will you file required Form(s) 1099? . . . . . . . . . . . . . . . . . . . . . Yes No

Part I Income 1 Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you on

Form W-2 and the “Statutory employee” box on that form was checked . . . . . . . . . ▶ 1

2 Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . 2

3 Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . 3

4 Cost of goods sold (from line 42) . . . . . . . . . . . . . . . . . . . . . . 4

5 Gross profit. Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . 5

6 Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) . . . . 6

7 Gross income. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . ▶ 7 Part II Expenses. Enter expenses for business use of your home only on line 30.

8 Advertising . . . . . 8

9

Car and truck expenses (see instructions) . . . . . 9

10 Commissions and fees . 10

11 Contract labor (see instructions) 11

12 Depletion . . . . . 12 13

Depreciation and section 179 expense deduction (not included in Part III) (see instructions) . . . . . 13

14

Employee benefit programs (other than on line 19) . . 14

15 Insurance (other than health) 15

16 Interest (see instructions):

a Mortgage (paid to banks, etc.) 16a

b Other . . . . . . 16b17 Legal and professional services 17

18 Office expense (see instructions) 18

19 Pension and profit-sharing plans . 19

20 Rent or lease (see instructions):

a Vehicles, machinery, and equipment 20a

b Other business property . . . 20b

21 Repairs and maintenance . . . 21

22 Supplies (not included in Part III) . 22

23 Taxes and licenses . . . . . 23

24 Travel and meals:

a Travel . . . . . . . . . 24a

b

Deductible meals (see instructions) . . . . . . . 24b

25 Utilities . . . . . . . . 25

26 Wages (less employment credits) . 26

27 a Other expenses (from line 48) . . 27a

b Reserved for future use . . . 27b

28 Total expenses before expenses for business use of home. Add lines 8 through 27a . . . . . . ▶ 28

29 Tentative profit or (loss). Subtract line 28 from line 7 . . . . . . . . . . . . . . . . . 29

30 Expenses for business use of your home. Do not report these expenses elsewhere. Attach Form 8829 unless using the simplified method. See instructions. Simplified method filers only: Enter the total square footage of (a) your home:

and (b) the part of your home used for business: . Use the Simplified

Method Worksheet in the instructions to figure the amount to enter on line 30 . . . . . . . . . 30

31 Net profit or (loss). Subtract line 30 from line 29.

• If a profit, enter on both Schedule 1 (Form 1040), line 3, and on Schedule SE, line 2. (If you checked the box on line 1, see instructions). Estates and trusts, enter on Form 1041, line 3.

• If a loss, you must go to line 32. } 3132 If you have a loss, check the box that describes your investment in this activity. See instructions.

• If you checked 32a, enter the loss on both Schedule 1 (Form 1040), line 3, and on Schedule SE, line 2. (If you checked the box on line 1, see the line 31 instructions). Estates and trusts, enter on Form 1041, line 3. • If you checked 32b, you must attach Form 6198. Your loss may be limited.

} 32a All investment is at risk. 32b Some investment is not at risk.

For Paperwork Reduction Act Notice, see the separate instructions. Schedule C (Form 1040) 2020

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SCHEDULE D (Form 1040)


Capital Gains and Losses Attach to Form 1040, 1040-SR, or 1040-NR.

Go to www.irs.gov/ScheduleD for instructions and the latest information. Use Form 8949 to list your transactions for lines 1b, 2, 3, 8b, 9, and 10.

OMB No. 1545-0074


Name(s) shown on return Your social security number

Did you dispose of any investment(s) in a qualified opportunity fund during the tax year? Yes NoIf “Yes,” attach Form 8949 and see its instructions for additional requirements for reporting your gain or loss.

Part I Short-Term Capital Gains and Losses—Generally Assets Held One Year or Less (see instructions)

See instructions for how to figure the amounts to enter on the lines below. This form may be easier to complete if you round off cents to whole dollars.

(d) Proceeds

(sales price)

(e) Cost

(or other basis)

(g) Adjustments

to gain or loss from Form(s) 8949, Part I,

line 2, column (g)

(h) Gain or (loss) Subtract column (e) from column (d) and combine the result

with column (g)

1a

Totals for all short-term transactions reported on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 1b .

1b

Totals for all transactions reported on Form(s) 8949 with Box A checked . . . . . . . . . . . . .

2

Totals for all transactions reported on Form(s) 8949 with Box B checked . . . . . . . . . . . . .

3

Totals for all transactions reported on Form(s) 8949 with Box C checked . . . . . . . . . . . . .

4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824 . . 4 5

Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

6

Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover Worksheet in the instructions . . . . . . . . . . . . . . . . . . . . . . . . 6 ( )

7

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 . . . . . . 7

Part II Long-Term Capital Gains and Losses—Generally Assets Held More Than One Year (see instructions)

See instructions for how to figure the amounts to enter on the lines below. This form may be easier to complete if you round off cents to whole dollars.

(d) Proceeds

(sales price)

(e) Cost

(or other basis)

(g) Adjustments

to gain or loss from Form(s) 8949, Part II,

line 2, column (g)

(h) Gain or (loss) Subtract column (e) from column (d) and combine the result

with column (g)

8a

Totals for all long-term transactions reported on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 8b .

8b

Totals for all transactions reported on Form(s) 8949 with Box D checked . . . . . . . . . . . . .

9

Totals for all transactions reported on Form(s) 8949 with Box E checked . . . . . . . . . . . . .

10

Totals for all transactions reported on Form(s) 8949 with Box F checked. . . . . . . . . . . . . .

11

Gain 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 Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 12 13 Capital gain distributions. See the instructions . . . . . . . . . . . . . . . . . . . 13 14

Long-term capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryover Worksheet in the instructions . . . . . . . . . . . . . . . . . . . . . . . . 14 ( )

15

Net long-term capital gain or (loss). Combine lines 8a through 14 in column (h). Then, go to Part III on the back . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

For Paperwork Reduction Act Notice, see your tax return instructions. Schedule D (Form 1040) 2020

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Schedule D (Form 1040) 2020 Page 2

Part III Summary

16 Combine lines 7 and 15 and enter the result . . . . . . . . . . . . . . . . . . 16

• If line 16 is a gain, enter the amount from line 16 on Form 1040, 1040-SR, or 1040-NR, line 7.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, 1040-SR, or 1040-NR, line 7. Then, go to line 22.

17 Are lines 15 and 16 both gains? Yes. Go to line 18. No. Skip lines 18 through 21, and go to line 22.

18

If you are required to complete the 28% Rate Gain Worksheet (see instructions), enter the amount, if any, from line 7 of that worksheet . . . . . . . . . . . . . . . . . 18

19

If you are required to complete the Unrecaptured Section 1250 Gain Worksheet (see instructions), enter the amount, if any, from line 18 of that worksheet . . . . . . . . . 19

20 Are lines 18 and 19 both zero or blank? Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructionsfor Forms 1040 and 1040-SR, line 16. Don’t complete lines 21 and 22 below.

No. Complete the Schedule D Tax Worksheet in the instructions. Don’t complete lines 21 and 22 below.

21 If line 16 is a loss, enter here and on Form 1040, 1040-SR, or 1040-NR, line 7, the smaller of:

• The loss on line 16; or • ($3,000), or if married filing separately, ($1,500) } . . . . . . . . . . . . . . . 21 ( )Note: When figuring which amount is smaller, treat both amounts as positive numbers.

22 Do you have qualified dividends on Form 1040, 1040-SR, or 1040-NR, line 3a?

Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructionsfor Forms 1040 and 1040-SR, line 16.

No. Complete the rest of Form 1040, 1040-SR, or 1040-NR.

Schedule D (Form 1040) 2020

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Form 8949Department of the Treasury Internal Revenue Service

Sales and Other Dispositions of Capital AssetsGo to www.irs.gov/Form8949 for instructions and the latest information.

File with your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Schedule D.

OMB No. 1545-0074

2020Attachment Sequence No. 12A

Name(s) shown on return Social security number or taxpayer identification number

Before you check Box A, B, or C below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check.

Part I Short-Term. Transactions involving capital assets you held 1 year or less are generally short-term (see instructions). For long-term transactions, see page 2.Note: You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly onSchedule D, line 1a; you aren’t required to report these transactions on Form 8949 (see instructions).

You must check Box A, B, or C below. Check only one box. If more than one box applies for your short-term transactions, complete a separate Form 8949, page 1, for each applicable box. If you have more short-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need.

(A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)(B) Short-term transactions reported on Form(s) 1099-B showing basis wasn’t reported to the IRS(C) Short-term transactions not reported to you on Form 1099-B

1

(a) Description of property

(Example: 100 sh. XYZ Co.)

(b) Date acquired (Mo., day, yr.)

(c) Date sold or disposed of

(Mo., day, yr.)

(d)Proceeds

(sales price) (see instructions)

(e) Cost or other basis. See the Note below and see Column (e)

in the separate instructions

Adjustment, if any, to gain or loss. If you enter an amount in column (g),

enter a code in column (f). See the separate instructions.

(f) Code(s) from instructions

(g) Amount of adjustment

(h) Gain or (loss).

Subtract column (e) from column (d) and combine the result

with column (g)

2

Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract negative amounts). Enter each total here and include on your Schedule D, line 1b (if Box A above is checked), line 2 (if Box B above is checked), or line 3 (if Box C above is checked)

Note: If you checked Box A above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment.

For Paperwork Reduction Act Notice, see your tax return instructions. Form 8949 (2020) QNA


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STOCK VARIOUS 10/10/2020 2350 2168 182

2350 2168 182

Form 8949 (2020) Attachment Sequence No. 12A Page 2Name(s) shown on return. Name and SSN or taxpayer identification no. not required if shown on other side Social security number or taxpayer identification number

Before you check Box D, E, or F below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check.

Part II Long-Term. Transactions involving capital assets you held more than 1 year are generally long-term (see instructions). For short-term transactions, see page 1.Note: You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 8a; you aren’t required to report these transactions on Form 8949 (see instructions).

You must check Box D, E, or F below. Check only one box. If more than one box applies for your long-term transactions, complete a separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need.

1





(Mo., day, yr.)

(d)Proceeds



in the separateinstructions





(h) Gain or (loss).


with column (g)

2

Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract negative amounts). Enter each total here and include on your Schedule D, line 8b (if Box D above is checked), line 9 (if Box E above is checked), or line 10 (if Box F above is checked)

Note: If you checked Box D above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment.

Form 8949 (2020)

(D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)(E) Long-term transactions reported on Form(s) 1099-B showing basis wasn’t reported to the IRS(F) Long-term transactions not reported to you on Form 1099-B

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STOCK VARIOUS 10/10/2020 29798 34573 -4775

29798 34573 -4775

Form 8949 (2020) Attachment Sequence No. 12A Page 2Name(s) shown on return. Name and SSN or taxpayer identification no. not required if shown on other side Social security number or taxpayer identification number

Before you check Box D, E, or F below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check.

Part II Long-Term. Transactions involving capital assets you held more than 1 year are generally long-term (see instructions). For short-term transactions, see page 1.Note: You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 8a; you aren’t required to report these transactions on Form 8949 (see instructions).

You must check Box D, E, or F below. Check only one box. If more than one box applies for your long-term transactions, complete a separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need.

1





(Mo., day, yr.)

(d)Proceeds



in the separateinstructions





(h) Gain or (loss).


with column (g)

2

Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract negative amounts). Enter each total here and include on your Schedule D, line 8b (if Box D above is checked), line 9 (if Box E above is checked), or line 10 (if Box F above is checked)

Note: If you checked Box D above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment.

Form 8949 (2020)

(D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)(E) Long-term transactions reported on Form(s) 1099-B showing basis wasn’t reported to the IRS(F) Long-term transactions not reported to you on Form 1099-B

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SCHEDULE SE (Form 1040)


Self-Employment Tax Go to www.irs.gov/ScheduleSE for instructions and the latest information.

Attach to Form 1040, 1040-SR, or 1040-NR.

OMB No. 1545-0074


Name of person with self-employment income (as shown on Form 1040, 1040-SR, or 1040-NR) Social security number of person with self-employment income

Part I Self-Employment Tax Note: If your only income subject to self-employment tax is church employee income, see instructions for how to report your income and the definition of church employee income.

A

If you are a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361, but you had $400 or more of other net earnings from self-employment, check here and continue with Part I . . . . . . . .

Skip lines 1a and 1b if you use the farm optional method in Part II. See instructions.

1 a Net farm profit or (loss) from Schedule F, line 34, and farm partnerships, Schedule K-1 (Form 1065), box 14, code A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a

b 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 AH 1b ( )

Skip line 2 if you use the nonfarm optional method in Part II. See instructions.

2

Net profit or (loss) from Schedule C, line 31; and Schedule K-1 (Form 1065), box 14, code A (other than farming). See instructions for other income to report or if you are a minister or member of a religious order 2

3 Combine lines 1a, 1b, and 2 . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 a If line 3 is more than zero, multiply line 3 by 92.35% (0.9235). Otherwise, enter amount from line 3 . 4a

Note: If line 4a is less than $400 due to Conservation Reserve Program payments on line 1b, see instructions.b If you elect one or both of the optional methods, enter the total of lines 15 and 17 here . . . . . 4b c Combine lines 4a and 4b. If less than $400, stop; you don’t owe self-employment tax. Exception: If

less than $400 and you had church employee income, enter -0- and continue . . . . . . . 4c 5

a Enter your church employee income from Form W-2. See instructions for

definition of church employee income . . . . . . . . . . . . . 5a b Multiply line 5a by 92.35% (0.9235). If less than $100, enter -0- . . . . . . . . . . . . . 5b

6 Add lines 4c and 5b . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 7

Maximum amount of combined wages and self-employment earnings subject to social security tax or the 6.2% portion of the 7.65% railroad retirement (tier 1) tax for 2020 . . . . . . . . . . . 7 137,700

8

a

Total social security wages and tips (total of boxes 3 and 7 on Form(s) W-2) and railroad retirement (tier 1) compensation. If $137,700 or more, skip lines8b through 10, and go to line 11 . . . . . . . . . . . . . . . 8a

b Unreported tips subject to social security tax from Form 4137, line 10 . . . 8b c Wages subject to social security tax from Form 8919, line 10 . . . . . . 8c d Add lines 8a, 8b, and 8c . . . . . . . . . . . . . . . . . . . . . . . . . . 8d

9 Subtract line 8d from line 7. If zero or less, enter -0- here and on line 10 and go to line 11 . . . 9 10 Multiply the smaller of line 6 or line 9 by 12.4% (0.124) . . . . . . . . . . . . . . . . 10 11 Multiply line 6 by 2.9% (0.029) . . . . . . . . . . . . . . . . . . . . . . . . 11 12 Self-employment tax. Add lines 10 and 11. Enter here and on Schedule 2 (Form 1040), line 4 . . 12 13 Deduction for one-half of self-employment tax.

Multiply line 12 by 50% (0.50). Enter here and on Schedule 1 (Form 1040), line 14 . . . . . . . . . . . . . . . . . . . . . . . . 13

Part II Optional Methods To Figure Net Earnings (see instructions) Farm Optional Method. You may use this method only if (a) your gross farm income1 wasn’t more than $8,460, or (b) your net farm profits2 were less than $6,107. 14 Maximum income for optional methods . . . . . . . . . . . . . . . . . . . . . 14 5,64015

Enter the smaller of: two-thirds (2/3) of gross farm income1 (not less than zero) or $5,640. Also, includethis amount on line 4b above . . . . . . . . . . . . . . . . . . . . . . . . 15

Nonfarm Optional Method. You may use this method only if (a) your net nonfarm profits3 were less than $6,107 and also less than 72.189% of your gross nonfarm income,4 and (b) you had net earnings from self-employment of at least $400 in 2 of the prior 3 years. Caution: You may use this method no more than five times.16 Subtract line 15 from line 14 . . . . . . . . . . . . . . . . . . . . . . . . . 16 17 Enter the smaller of: two-thirds (2/3) of gross nonfarm income4 (not less than zero) or the amount on

line 16. Also, include this amount on line 4b above . . . . . . . . . . . . . . . . . 17 1 From Sch. F, line 9; and Sch. K-1 (Form 1065), box 14, code B. 2 From Sch. F, line 34; and Sch. K-1 (Form 1065), box 14, code A—minus the amount

you would have entered on line 1b had you not used the optional method.

3 From Sch. C, line 31; and Sch. K-1 (Form 1065), box 14, code A.4 From Sch. C, line 7; and Sch. K-1 (Form 1065), box 14, code C.

For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 11358Z Schedule SE (Form 1040) 2020

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Form 6251Department of the Treasury Internal Revenue Service (99)

Alternative Minimum Tax—Individuals

Go to www.irs.gov/Form6251 for instructions and the latest information. Attach to Form 1040, 1040-SR, or 1040-NR.

OMB No. 1545-0074



Part I Alternative Minimum Taxable Income (See instructions for how to complete each line.)

1 Enter the amount from Form 1040 or 1040-SR, line 11b, if more than zero. If Form 1040 or 1040-SR, line 11b, is zero, subtract lines 9 and 10 of Form 1040 or 1040-SR from line 8b of Form 1040 or 1040-SR and enter the result here. (If less than zero, enter as a negative amount.) . . . . . . . . . . . . . 1

2a If filing Schedule A (Form 1040 or 1040-SR), enter the taxes from Schedule A, line 7; otherwise, enter the amount from Form 1040 or 1040-SR, line 9. . . . . . . . . . . . . . . . . . . . . 2a

b Tax refund from Schedule 1 (Form 1040 or 1040-SR), line 1 or line 8 . . . . . . . . . . . . . 2b ( )c Investment interest expense (difference between regular tax and AMT) . . . . . . . . . . . . 2cd Depletion (difference between regular tax and AMT) . . . . . . . . . . . . . . . . . . 2de Net operating loss deduction from Schedule 1 (Form 1040 or 1040-SR), line 8. Enter as a positive amount . 2ef Alternative tax net operating loss deduction . . . . . . . . . . . . . . . . . . . . 2f ( )g Interest from specified private activity bonds exempt from the regular tax . . . . . . . . . . . 2gh Qualified small business stock, see instructions . . . . . . . . . . . . . . . . . . . 2hi Exercise of incentive stock options (excess of AMT income over regular tax income) . . . . . . . . 2ij Estates and trusts (amount from Schedule K-1 (Form 1041), box 12, code A) . . . . . . . . . . 2jk Disposition of property (difference between AMT and regular tax gain or loss) . . . . . . . . . . 2kl Depreciation on assets placed in service after 1986 (difference between regular tax and AMT) . . . . . 2l

m Passive activities (difference between AMT and regular tax income or loss) . . . . . . . . . . 2mn Loss limitations (difference between AMT and regular tax income or loss) . . . . . . . . . . . 2no Circulation costs (difference between regular tax and AMT). . . . . . . . . . . . . . . . 2op Long-term contracts (difference between AMT and regular tax income) . . . . . . . . . . . . 2pq Mining costs (difference between regular tax and AMT) . . . . . . . . . . . . . . . . . 2qr Research and experimental costs (difference between regular tax and AMT) . . . . . . . . . . 2rs Income from certain installment sales before January 1, 1987 . . . . . . . . . . . . . . . 2s ( )t Intangible drilling costs preference . . . . . . . . . . . . . . . . . . . . . . . 2t

3 Other adjustments, including income-based related adjustments . . . . . . . . . . . . . . 3

4 Alternative minimum taxable income. Combine lines 1 through 3. (If married filing separately and line 4 is more than $733,700, see instructions.) . . . . . . . . . . . . . . . . . . . . . . 4

Part II Alternative Minimum Tax (AMT) 5 Exemption. (If you were under age 24 at the end of 2019, see instructions.)

IF your filing status is . . . AND line 4 is not over . . . THEN enter on line 5 . . .

Single or head of household . . . . $ 510,300 . . . . . $ 71,700

Married filing jointly or qualifying widow(er) 1,020,600 . . . . . 111,700

Married filing separately . . . . . 510,300 . . . . . 55,850 } . . 5If line 4 is over the amount shown above for your filing status, see instructions.

6 Subtract line 5 from line 4. If more than zero, go to line 7. If zero or less, enter -0- here and on lines 7, 9, and 11, and go to line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

7 • If you are filing Form 2555, see instructions for the amount to enter.

• If you reported capital gain distributions directly on Form 1040 or 1040-SR, line 6; you reported qualified dividends on Form 1040 or 1040-SR, line 3a; or you had a gain on both lines 15 and 16 of Schedule D (Form 1040 or 1040-SR) (as refigured for the AMT, if necessary), complete Part III on the back and enter the amount from line 40 here.

• All others: If line 6 is $194,800 or less ($97,400 or less if married filing separately), multiply line 6 by 26% (0.26). Otherwise, multiply line 6 by 28% (0.28) and subtract $3,896 ($1,948 if married filing separately) from the result.

} . . 78 Alternative minimum tax foreign tax credit (see instructions) . . . . . . . . . . . . . . . 89 Tentative minimum tax. Subtract line 8 from line 7 . . . . . . . . . . . . . . . . . . 9

10 Add Form 1040 or 1040-SR, line 12a (minus any tax from Form 4972), and Schedule 2 (Form 1040 or 1040-SR), line 2. Subtract from the result any foreign tax credit from Schedule 3 (Form 1040 or 1040-SR), line 1. If you used Schedule J to figure your tax on Form 1040 or 1040-SR, line 12a, refigure that tax without using Schedule J before completing this line (see instructions) . . . . . . . . . . . . . . 10

11 AMT. Subtract line 10 from line 9. If zero or less, enter -0-. Enter here and on Schedule 2 (Form 1040 or 1040-SR), line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

For Paperwork Reduction Act Notice, see your tax return instructions. Form 6251 (2019) QNA


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Form 8995Department of the Treasury Internal Revenue Service

Qualified Business Income Deduction Simplified Computation

Attach to your tax return.Go to www.irs.gov/Form8995 for instructions and the latest information.

OMB No. 1545-0123


Name(s) shown on return Your taxpayer identification number

Note. You can claim the qualified business income deduction only if you have qualified business income from a qualified trade or business, real estate investment trust dividends, publicly traded partnership income, or a domestic production activities deduction passed through from an agricultural or horticultural cooperative. See instructions.Use this form if your taxable income, before your qualified business income deduction, is at or below $163,300 ($326,600 if married filing jointly), and you aren’t a patron of an agricultural or horticultural cooperative.

1 (a) Trade, business, or aggregation name (b) Taxpayer identification number

(c) Qualified business income or (loss)

i

ii

iii

iv

v

2 Total qualified business income or (loss). Combine lines 1i through 1v, column (c) . . . . . . . . . . . . . . . . . . . . . . 2

3 Qualified business net (loss) carryforward from the prior year . . . . . . . 3 ( )4 Total qualified business income. Combine lines 2 and 3. If zero or less, enter -0- 45 Qualified business income component. Multiply line 4 by 20% (0.20) . . . . . . . . . . . 56 Qualified REIT dividends and publicly traded partnership (PTP) income or (loss)

(see instructions) . . . . . . . . . . . . . . . . . . . . 67 Qualified REIT dividends and qualified PTP (loss) carryforward from the prior

year . . . . . . . . . . . . . . . . . . . . . . . . . 7 ( )8 Total qualified REIT dividends and PTP income. Combine lines 6 and 7. If zero

or less, enter -0- . . . . . . . . . . . . . . . . . . . . 89 REIT and PTP component. Multiply line 8 by 20% (0.20) . . . . . . . . . . . . . . . 9

10 Qualified business income deduction before the income limitation. Add lines 5 and 9 . . . . . . 1011 Taxable income before qualified business income deduction . . . . . . 1112 Net capital gain (see instructions) . . . . . . . . . . . . . . . 1213 Subtract line 12 from line 11. If zero or less, enter -0- . . . . . . . . 1314 Income limitation. Multiply line 13 by 20% (0.20) . . . . . . . . . . . . . . . . . . 1415 Qualified business income deduction. Enter the lesser of line 10 or line 14. Also enter this amount on

the applicable line of your return . . . . . . . . . . . . . . . . . . . . . . 1516 Total qualified business (loss) carryforward. Combine lines 2 and 3. If greater than zero, enter -0- . . 16 ( )17 Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 6 and 7. If greater than

zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 ( )For Privacy Act and Paperwork Reduction Act Notice, see instructions. Form 8995 (2020)QNA


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EDUCATIONAL XXX-XX-0672 1226

Form 48682020

Application for Automatic Extension of Time To File U.S. Individual Income Tax Return


Go to www.irs.gov/Form4868 for the latest information.

OMB No. 1545-0074

There are three ways to request an automatic extension of time to file a U.S. individual income tax return.

1. You can pay all or part of your estimated income tax due and indicate that the payment is for an extension using Direct Pay, the Electronic Federal Tax Payment System, or using a credit or debit card. See How To Make a Payment, later.

2. You can file Form 4868 electronically by accessing IRS e-file using your tax software or by using a tax professional who uses e-file.

3. You can file a paper Form 4868 and enclose payment of your estimate of tax due (optional).

It’s Convenient, Safe, and Secure

IRS e-file is the IRS’s electronic filing program. You can get an automatic extension of time to file your tax return by filing Form 4868 electronically. You’ll receive an electronic acknowledgment once you complete the transaction. Keep it with your records. Don’t mail in Form 4868 if you file electronically, unless you’re making a payment with a check or money order. See Pay by Check or Money Order, later.

Complete Form 4868 to use as a worksheet. If you think you may owe tax when you file your return, you’ll need to estimate your total tax liability and subtract how much you’ve already paid (lines 4, 5, and 6 below).

Several companies offer free e-filing of Form 4868 through the Free File program. For more details, go to www.irs.gov/FreeFile.

Pay Electronically

You don’t need to file Form 4868 if you make a payment using our electronic payment options. The IRS will automatically process an extension of time to file when you pay part or all of your estimated income tax electronically. You can pay online or by phone. See Making Payments Electronically, later.

E-file Using Your Tax Software or Through a Tax Professional

Refer to your tax software package or tax preparer for ways to file electronically. Be sure to have a copy of your 2019 tax return—you’ll be asked to provide information from the return for taxpayer verification. If you wish to make a payment, you can pay by electronic funds withdrawal or send your check or money order to the address shown in the middle column under Where To File a Paper Form 4868, later.

File a Paper Form 4868

If you wish to file on paper instead of electronically, fill in the Form 4868 below and mail it to the address shown under Where To File a Paper Form 4868, later.

For information on using a private delivery service, see Private Delivery Services, later. Note: If you’re a fiscal year taxpayer, you must file a paper Form 4868.

General Instructions

Purpose of Form Use Form 4868 to apply for 6 more months (4 if “out of the country” (defined later under Taxpayers who are out of the country)and a U.S. citizen or resident) to file Form 1040, 1040-SR, 1040-NR, 1040-PR, or 1040-SS. Gift and generation-skipping transfer (GST) tax return (Form 709). An extension of time to file your 2020 calendar year income tax return also extends the time to file Form 709 for 2020. However, it doesn’t extend the time to pay any gift and GST tax you may owe for 2020. To make a payment of gift and GST tax, see Form 8892. If you don’t pay the amount due by the regular due date for Form 709, you’ll owe interest and may also be charged penalties. If the donor died during 2020, see the instructions for Forms 709 and 8892.

Qualifying for the Extension To get the extra time, you must:

1. Properly estimate your 2020 tax liability using the information available to you,

2. Enter your total tax liability on line 4 of Form 4868, and 3. File Form 4868 by the regular due date of your return.

!CAUTION

Although you aren’t required to make a payment of the tax you estimate as due, Form 4868 doesn’t extend the time to pay taxes. If you don’t pay the amount due by the regular

due date, you’ll owe interest. You may also be charged penalties. For more details, see Interest and Late Payment Penalty, later. Any remittance you make with your application for extension will be treated as a payment of tax.

You don’t have to explain why you’re asking for the extension. We’ll contact you only if your request is denied.

Don’t file Form 4868 if you want the IRS to figure your tax or you’re under a court order to file your return by the regular due date.

DETACH HERE

Form 48682020

Application for Automatic Extension of Time To File U.S. Individual Income Tax Return


OMB No. 1545-0074

For calendar year 2020, or other tax year beginning , 2020, and ending , 20 .

Part I Identification1 Your name(s) (see instructions)

Address (see instructions)

City, town, or post office State ZIP code

2 Your social security number 3 Spouse’s social security number

Part II Individual Income Tax4 Estimate of total tax liability for 2020 . . $

5 Total 2020 payments . . . . . .

6

Balance due. Subtract line 5 from line 4. See instructions . . . . . . . .

7 Amount you’re paying (see instructions) .8

Check here if you’re “out of the country” and a U.S. citizen or resident. See instructions . . . . . .

9

Check here if you file Form 1040-NR and didn’t receive wages as an employee subject to U.S. income tax withholding . . . . . . . . . . . . .

For Privacy Act and Paperwork Reduction Act Notice, see instructions later. Form 4868 (2020) QNA


NASHUA NH 03063

XXX-XX-0672

Yes. Subtract line 5 from line 4.

1.

6.

7.

Number of qualifying children under age 17 with the required social security number: Enter the result.

Is the amount on line 4 more than the amount on line 5?

If the result isn’t a multiple of $1,000,increase it to the next multiple of $1,000.For example, increase $425 to $1,000,increase $1,025 to $2,000, etc.

No. Leave line 6 blank. Enter -0- on line 7, and goto line 8.

Multiply the amount on line 6 by 5% (0.05). Enter the result.

1$2,000.

6

4. 4Enter the amount from Form 1040 or 1040-SR, line 11.

5. Enter the amount shown below for your filing status.

5

CAUTION

● Married filing jointly — $400,000

● All other filing statuses — $200,000

No. STOP

8. Is the amount on line 3 more than the amount on line 7?

You can’t take the child tax credit on Form 1040 or 1040-SR, line 19. You also can’t take the additional child tax credit on Form 1040 or 1040-SR, line 28. Complete the rest of your Form 1040 or 1040-SR.

Yes. Subtract line 7 from line 3. Enter the result.Go to Part 2.

7

Part 1

8

2020 Child Tax Credit and Credit for Other Dependents Worksheet—Line 19 Keep for Your Records

1. To be a qualifying child for the child tax credit, the child must be your dependent, under age 17 at the end of 2020, and meet all the conditions in Steps 1 through 3 under Who Qualifies as Your Dependent. Make sure you checked the “child tax credit” box in column (4) of the Dependents section on Form 1040 or 1040-SR for each qualifying child.

2. If you don’t have a qualifying child, you can’t claim the child tax credit; but you may be able to claim the credit for other dependents for that child. See Step 3 under Who Qualifies as Your Dependent.

4. Be sure to see Social security number under Who Qualifies as Your Dependent.

3. To see if your qualifying relative qualifies you to take the credit for other dependents, see Step 5 under Who Qualifies as Your Dependent.

5. Do not use this worksheet, but use Pub. 972 instead, if: a. You are claiming the adoption credit, mortgage interest credit, District of Columbia first-time homebuyer credit, or residential energy efficient property credit*;b. You are excluding income from Puerto Rico; orc. You are filing Form 2555 or 4563.

2. Number of other dependents, including qualifying children without the required social security number: Enter the result.

2$500.

3. Add lines 1 and 2. 3

Caution. Don’t include yourself, your spouse, or anyone who is not a U.S. citizen, U.S. national, or U.S. resident alien. Also, don’t include anyone you included on line 1.

* If applicable.


QNA

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0

X 2000

2020 Child Tax Credit and Credit for Other Dependents Worksheet—Continued

Yes. STOP

12.

Are the amounts on lines 9 and 10 the same?

You can’t take this credit because there is no tax to reduce. However, you may be able to take the additional child tax credit if line 1 is more than zero. See the TIP below.

No. Subtract line 10 from line 9.

Is the amount on line 8 more than the amount on line 11?

Yes. Enter the amount from line 11.Also, you may be able to take theadditional child tax credit if line 1 is more than zero. See the TIP below.

No. Enter the amount from line 8.

This is your child taxcredit and credit for other dependents. Enter this amount on

Form 1040 or 1040-SR, line 19.

You may be able to take the additional child tax crediton Form 1040 or 1040-SR, line 28, if you answered “Yes” on line 11 or line 12 above.

First, complete your Form 1040 or 1040-SR through line 27 (also complete Schedule 3, line 10).

Then, use Schedule 8812 to figure any additional child taxcredit.

11

12

9Enter the amount from Form 1040 or 1040-SR, line 18.

Add any amounts from:

10

Keep for Your Records

TIP

Schedule 3, line 1

+Schedule 3, line 2

Enter the total.

Part 2

+Schedule R, line 22

Before you begin Part 2:

+Schedule 3, line 4

+Form 5695, line 30*

+Schedule 3, line 3

+Form 8910, line 15*

+Form 8936, line 23

●

●

Figure the amount of any credits you are claiming on Schedule 3; Form 5695, Part II*; Form 8910; Form 8936; or Schedule R.

11.

10.

9.

If your child tax credit or additional child tax credit for a year after 2015 was reduced or disallowed, see Form 8862, who must file to find out if you must file Form 8862 to take the credit for 2020.CAUTION

* If applicable.

1040

1040-SRor


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300

51692

31015 300

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October 23, 2020DRAFT AS OF

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1280

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23767 1280

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496600

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of 17 Fileid: … /I1040SCHD/2019/A/XML/Cycle04/source 17:02 - 4-Dec-2019

The type and rule above prints on all proofs including departmental reproduction proofs. MUST be removed before printing.

28% Rate Gain Worksheet—Line 18 Keep for Your Records1. Enter the total of all collectibles gain or (loss) from items you reported on Form 8949, Part II . . . . . . . . . . . . . . . 1.

2. Enter as a positive number the total of:• Any section 1202 exclusion you reported in column (g) of Form 8949,

Part II, with code “Q” in column (f), that is 50% of the gain;• 2/3 of any section 1202 exclusion you reported in column (g) of Form

8949, Part II, with code “Q” in column (f), that is 60% of the gain; and• 1/3 of any section 1202 exclusion you reported in column (g) of Form

8949, Part II, with code “Q” in column (f), that is 75% of the gain.Don’t make an entry for any section 1202 exclusion that is 100% of the gain.

. . . . . . . . . . . . . . . . . . . . . . 2.

3. Enter the total of all collectibles gain or (loss) from Form 4684, line 4 (but only if Form 4684, line 15, is more than zero); Form 6252; Form 6781, Part II; and Form 8824 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.

4. Enter the total of any collectibles gain reported to you on:• Form 1099-DIV, box 2d;• Form 2439, box 1d; and• Schedule K-1 from a partnership, S corporation, estate, or trust.

. . . . . . . . . . . . . . . . . . . . 4.

5. Enter your long-term capital loss carryovers from Schedule D, line 14, and Schedule K-1 (Form 1041), box 11, code C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.

( )

6. If Schedule D, line 7, is a (loss), enter that (loss) here. Otherwise, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. ( )

7. Combine lines 1 through 6. If zero or less, enter -0-. If more than zero, also enter this amount on Schedule D, line 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.

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