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2015 Federal Income Tax Spreadsheet (www.excel1040.com)

Summary

SUMMARYAdjusted Gross Income$0Form 1040, Line 37Taxable IncomeForm 1040, Line 43Total Tax0Form 1040, Line 63Total Payments/Credits0Form 1040, Line 74Amount You Owe0Form 1040, Line 78

Effective Tax Rate---Total Tax / Taxable Income x 100

W-2sInformation from Form W-2Enter your name on Form 1040Employer #1Employer #2Employer #3Employer #4TotalExcessNo. of EmployersMaximum SS Tax Earnings1Wages, tips, other compensation0.000118,500.0000002Federal income tax withheld0.0020156.2%3Social security wages0.00Max. SS Tax4Social security tax withheld0.000.007,347.00000005Medicare wages and tips0.006Medicare tax withheld0.00 Only bolded amounts are used in this spreadsheet.7Social Security Tips0.008Allocated Tips0.009Advance EIC payment0.0010Dependent Care Benefits0.0011Nonqualified plans0.0012aSee instructions for box 120.0012b0.0012c0.0012d0.0013Stat Emp / Retire / 3rd Party Sick0.0014Other0.0016State wages, tips, etc. 0.0017State income tax withheld0.0018Local wages, tips, etc.0.0019Local income tax withheld0.00Enter spouse's name on Form 1040Employer #1Employer #2Employer #3Employer #4TotalExcessNo. of Employers1Wages, tips, other compensation0.00000002Federal income tax withheld0.003Social security wages0.004Social security tax withheld0.000.00000005Medicare wages and tips0.006Medicare tax withheld0.00 Only bolded amounts are used in this spreadsheet.7Social Security Tips0.008Allocated Tips0.009Advance EIC payment0.0010Dependent Care Benefits0.0011Nonqualified plans0.0012aSee instructions for box 120.0012b0.0012c0.0012d0.0013Stat Emp / Retire / 3rd Party Sick0.0014Other0.0016State wages, tips, etc. 0.0017State income tax withheld0.0018Local wages, tips, etc.0.0019Local income tax withheld0.00TOTALsTOTALs1Wages, tips, other compensation02Federal income tax withheld03Social security wages04Social security tax withheld005Medicare wages and tips06Medicare tax withheld0 Only bolded amounts are used in this spreadsheet.7Social Security Tips08Allocated Tips09Advance EIC payment010Dependent Care Benefits011Nonqualified plans012aSee instructions for box 12012b012c012d013Stat Emp / Retire / 3rd Party Sick014Other016State wages, tips, etc. 017State income tax withheld018Local wages, tips, etc.019Local income tax withheld0

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The spreadsheets or any other material provided on this site is offered "as is",Any spreadsheets or other property of MyExcelTemplates.com has no warranty of any kind,In no event will MyExcelTemplates.com be liable fordirect, indirect, incidental, or consequential damages sustained from use of our material.

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1099-RInformation from Form 1099-R, RetirementEnter your name on Form 1040Payer #1Payer #2Payer #3Payer #4TotalTotal Pension / AnnunitiesEnter "IRA" or "P/A" (for Pension/Annuity) >>>IRAP/A Only bolded amounts are used in this spreadsheet.1Gross distribution3.00425.004.00563.000.00995.0000002aTaxable amount0.300.000.3000003Capital gain (not included in box 2a).0.000.0000004Federal income tax withheld0.000.0000005Employee contributions / Insurance premiums / Designated Roth IRA contributions520.000.00520.0000006Net unrealized appreciation in employer's securities0.000.0000007Distribution code(s) - - - - - - - -8Other0.000.0000009aYour percentage of total distribution0.0%0.0%0.0%0.0%0.0%0.0%9bTotal employee contributions0.000.00000010Amount allocable to IRR within 5 years0.000.000000111st year of desig. Roth contrib.0.000.00000012State tax withheld0.000.00000013State/payer's state no. - - - - - - - -000014State distribution0.000.00000015Local tax withheld0.000.00000016Name of locality - - - - - - - -17Local distribution0.000.000000Enter spouse's name on Form 1040Payer #1Payer #2Payer #3Payer #4Total IRAsTotal Pension / AnnunitiesEnter "IRA" or "P/A" for (Pension/Annuity) >>>IRAP/A Only bolded amounts are used in this spreadsheet.1Gross distribution0.000.0000002aTaxable amount0.000.0000003Capital gain (not included in box 2a)0.000.0000004Federal income tax withheld0.000.0000005Employee contributions / Insurance premiums / Designated Roth IRA contributions0.000.0000006Net unrealized appreciation in employer's securities0.000.0000007Distribution code(s) - - - - - - - -8Other0.000.0000009aYour percentage of total distribution0.0%0.0%0.0%0.0%0.0%0.0%9bTotal employee contributions0.000.00000010Amount allocable to IRR within 5 years0.000.000000111st year of desig. Roth contrib.0.000.00000012State tax withheld0.000.00000013State/payer's state no. - - - - - - - -000014State distribution0.000.00000015Local tax withheld0.000.00000016Name of locality - - - - - - - -17Local distribution0.000.000000Total DistributionsTotal IRAsTotal Pension / AnnunitiesIRAP/A Only bolded amounts are used in this spreadsheet.1Gross distribution09952aTaxable amount00 Be sure to review the Simplified Method Worksheet - Lines 16a 3Capital gain (not included in box 2a)00 and 16b (on the "Line 16" tab) to verify the taxable amount is 4Federal income tax withheld00 correct. Any needed changes may be made using the manual5Employee contributions / Insurance premiums / Designated Roth IRA contributions0520 override cell for Form 1040, Line 16.6Net unrealized appreciation in employer's securities007Distribution code - - - - - - - -8Other009aYour percentage of total distribution0.0%0.0%9bTotal employee contributions0010Amount allocable to IRR within 5 years00111st year of desig. Roth contrib.0012State tax withheld0013State/payer's state no. - - - - - - - -14State distribution0015Local tax withheld0016Name of locality - - - - - - - -17Local distribution00

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SSA-1099Information from Form SSA-1099, Social Security Benefit Statement1Enter your name on Form 10403Benefits Paid in 20154Benefits Repaid in 20155Net Benefits for 2015 (Box 3 minus Box 4)0.006Voluntary Federal income Tax Withheld1Enter spouse's name on Form 10403Benefits Paid in 20154Benefits Repaid in 20155Net Benefits for 2015 (Box 3 minus Box 4)0.006Voluntary Federal income Tax Withheld

Notice 703Department of the Treasury(Rev. September 2008)Internal Revenue ServiceRead This To See If Your Social Security Benefits May Be Taxable

If your social security and/or SSI(supplemental security income)benefits were your only source ofincome for 2015, you probably willnot have to file a federal income tax return.Fill in lines A through E belowto see if any of your benefitsmay be taxable for 2015.Note. If you plan to file a joint income tax return, include your spouses amounts, if any, on lines A, C, and D below.ManualOverride

AEnter the total amount from box 5 of all your Forms SSA-1099A0BEnter one-half of the amount on line AB0CEnter your total income that is taxable, such as pensions, wages, interest, ordinarydividends, and capital gain distributions. Do not reduce your income by any items suchas student loan interest deduction, the standard deduction (or itemized deductions), orexemptionsC0DEnter any tax-exempt interest such as interest on municipal bondsD0EAdd lines B, C, and D, and enter the total here. Then, read the information belowE0

Part of your social security benefits may be taxable.FALSEPart of your social securitybenefits may be taxable if, for2015, you were:If your figures show that partof your benefits may be taxable,see Social Security Benefits inyour federal income tax returninstructions. If they do not, noneof your benefits are taxable thisyear unless you exclude incomefrom sources outside the UnitedStates, interest income fromseries EE or I U.S. savingsbonds issued after 1989, oremployer-provided adoptionbenefits. For more details, seeIRS Pub. 915 or contact the IRSas explained below.250001. Single, and line E above ismore than $25,000.320002. Married, anda. You would file jointly, andline E above is more than$32,000; orb. You would file separately,and line E above is more thanzero (more than $25,000 if youlived apart from your spouse forall of 2015).If none of your benefits aretaxable, but you must otherwisefile a tax return, do the following:Enter the total amount fromline A above on Form 1040, line20a, or Form 1040A, line 14a, and enter -0- on Form 1040, line20b, or Form 1040A, line 14b.Note. If your figures show thatpart of your benefits may betaxable and you receivedbenefits in 2015 that were for aprior year, see Pub. 915 for ruleson a special election you canmake that may reduce theamount of your taxable benefits.If you file separately and youlived apart from your spouse forall of 2015, enter D to the rightof the word benefits on Form1040, line 20a, or Form 1040A,line 14a.

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1040

FALSE Form1040Department of the TreasuryInternal Revenue Service (99)201542369Download Form 1040 General Instructions from IRSU.S. Individual Income Tax ReturnOMB No. 1545-0074IRS Use OnlyDo not write or staple in this space.Check here to remove blue & green colors.For the year Jan. 1--Dec. 31, 2015, or other tax year beginningJan. 1,2015, endingDec. 31, 2015See separate instructions.from all sheets.Your first name and initial Last nameYour social security numberDownload Form 1040 from IRS If joint return, spouse's name & initial Last nameSpouse'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) aboveand on line 6c are correct.AlaskaHawaiiFALSEFALSECity, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions).Presidential Election CampaignFALSEFALSECheck here if you, or your spouse if filingjointly, want $3 to go to this fund. Checkinga box below will not change your tax or FALSEFALSEForeign country nameForeign province/state/countyForeign postal codeFALSEFALSErefund. You SpouseFALSE

Filing Status1SingleCHECK ONE BOX ( Use 'X' )4Head of household (with qualifying person). (See instructions.) If00

2Married filing joint return (even if only one had income)the qualifying person is a child but not your dependent, enter00

Check only one3Married filing separate return. Enter spouse's SSN abovethis childs name here.00box.and full name here.5Qualifying widow(er) with dependent childTRUE IMPORTANT !

Boxes checkedon 6a and 6b.6a Yourself. If someone can claim you as a dependent, do not check box 6a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .0 Check here if YOU are claimed as a dependent on someone elses return. No. of children on 6c who: Exemptionsb Spouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Dependents:(2) Dependent's (3) Dependent's(4) if child under age 17 lived with yousocial security relationship toqualifying for child tax credit did not live withIf more than four(1) First nameLast namenumber you (see instructions)you due to divorceor separation (see instructions)dependents, see0instructions and0check here.0Dependents on 6cnot entered above0Additional no.Manual

dTotal number of exemptions claimed . . . . . . . . . . . . . . . . . . . . . . . . . . .0Add numbers on lines above0Override Income7Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . 70of qualifying Student Loan Interest Deduction WorksheetLine 33Keep for Your Records8aTaxable interest. Attach Schedule B if required. . . . . . . . . . . . . . . . . . . . . . . . . . . .8a0children.Before you begin:Attach Form(s)bTax-exempt interest. Do not include on line 8a. . . . . . . . . 8bFigure any write-in adjustments to be entered on the dotted line next to line 36 (see the instructions for line 36).W-2 here. Also9aOrdinary dividends. Attach Schedule B if required. . . . . . . . . . . . . . . . . . . . . . . . . . . .9a0Be sure you have read the Exception in the instructions for this line to see if you can use this worksheet instead ofattach FormsbQualified dividends. . . . . . . . . . . . . . . . . . . . . .9bPub. 970 to figure your deduction.W-2G and10Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10TRUE1099-R if tax11Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111.Enter the total interest you paid in 2015 on qualified student loans (see the instructions for line 33). was withheld.12Business income or (loss). Attach Schedule C or C-EZ. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120Do not enter more than $2,500. . . . . . . . . . . . . . . . . . . . . . . . . 1.13Capital gain or (loss). Attach Schedule D if required. If not required, check here.FALSE130FALSE2500If you did not14Other gains or (losses). Attach Form 4797. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14Line 15a & 16aLine 15b& 16b2.Enter the amount from Form 1040, line 22 . . . . . . . . . . . . 2.get a W-2,15aIRA distributions15a0b Taxable amount . . . . . . .15b0see instructions.16aPensions and annuities16a995b Taxable amount . . . . . . .16b0FALSE995.003.Enter the total of the amounts from Form 1040, lines 23 through 32, plus17Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E.170any write-in adjustments you entered on the dotted line next to line 36. . 3.18Farm income or (loss). Attach Schedule F. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18019Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19Line 20aLine 20b4.Subtract line 3 from line 2 . . . . . . . . . . . . 4.20aSocial security benefits20a0b Taxable amount . . . . . . .20b021Other income. List type and amount.2105.Enter the amount shown below for your filing status.22Combine the amounts in the far right column for lines 7 through 21. This is your total income 220Single, head of household, or qualifying widow(er) $65,000. . . . 5.6500023Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23Married filing jointly $130,000130000Adjusted24Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 or 2106-EZ246.Is the amount on line 4 more than the amount on line 5?FALSEGross25Health savings account deduction. Attach Form 8889 . . . . . . . . . .25Income26Moving expenses. Attach Form 3903 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . .261JanNo. Skip lines 6 and 7, enter -0- on line 8, and go to line 9.27Deductible part of self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2702Feb28Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .283MarYes.Subtract line 5 from line 4 . . . . . . . . . . . . 6.29Self-employed health insurance deduction . . . . . . . . . . . . 294Apr1500030Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .305May7.Divide line 6 by $15,000 ($30,000 if married filing jointly). Enter the result as a decimal3000031aAlimony paidb Recipient's SSN 431a6Jun(rounded to at least three places). If the result is 1.000 or more, enter 1.000. . . . . . . . 7.32IRA deduction. . . . . . . . . . . . . . . . . . 327JulERROR:#VALUE!ERROR:#VALUE!33Student loan interest deduction. . . . . . . . . . . . . 332,500.008Aug8.Multiply line 1 by line 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.34Tuition and fees. Attach Form 8917 . . . . . . . . . . . . . . 349Sep35Domestic production activities deduction. Attach Form 890335FALSEFALSE10Oct9.Student loan interest deduction. Subtract line 8 from line 1. Enter the result here and on Form 1040,36Add lines 23 through 35. . . . . . . . . . . . . . . 36011NovLine 33. Do not include this amount in figuring any other deduction on your return (such as on37Subtract line 36 from line 22.This is your adjusted gross income. . . . . .37012DecSchedule A, C, E, etc.). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.Cat. No. 11320BForm 1040(2015)TRUEFALSEERROR:#N/AForm 1040 (2015)Page 2AgeYour birth yearYour birth monthYour birth dayERROR:#N/A0Standard Deduction Chart for People Who Were Tax and38Amount from line 37 (adjusted gross income)000038065.00ERROR:#N/ABorn Before January 2, 1951, or Were Blind Credits39aCheck You were born beforeJanuary 2, 1951,Blind. Total boxesYou MUST indicateERROR:#N/AFALSESingleMFJ or QWMFSHead-o-H Standard Deduction Worksheet for Dependents -- Line 40Applicable?Standardif: Spouse was born beforeJanuary 2, 1951,Blind. checked 39ayour filing status063001260063009250NoFALSEDeduction for --bIf your spouse itemizes on a separate return or you were a dual-status alien, check here39bin lines 1-5.Year (e.g. 1964)Month (e.g. 7)Day (e.g. 31)TRUEFALSE1785013850755010800Use the worksheet only if someone can claim you, or your spouse, if filing jointly, as a dependent.People who check any box on line 39a or 39b or who can be claimed as a dependent, see instructions.40Itemized deductions (from Schedule A) or your standard deduction (see left margin). . . . . 40Your deduction is beingStandardItemized29400151008800123500125041Subtract line 40 from line 38. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41154950calculated using:FALSE0316350100501.Is your earned income* more than $700?1,050700155042Exemptions.If line 38 is $154,950 or less, multiply $4,000 by number on line 6d. Otherwise, see instructions.424000Filing status?041760011300Yes. Add$350 to your earned income. Enter the total35043Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0-. . . . . . 43No. Enter$1,050 . . . . . . . . . . . . . . 1.44Tax (see instructions). Check if any tax is from: aForm(s) 8814 bForm 4972 c44Tax is from 12510045Alternative minimum tax (see instructions). Attach Form 6251. . . . . . . . . . . . . . . . 4536502.Enter the amount shown below for your filing status.46Excess advance premium tax credit repayment. Attach Form 8962. . . . . . . . . . . . . . . 46Taxable_Inc Single or married filing separately -- $6,300All others:47Add lines 44, 45, and 46. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A Married filing jointly or qualifying widow(er) -- $12,600 . . . . . . . . . . . . . . 2.Single or Married filing separately,48Foreign tax credit. Attach Form 1116 if required . . . . . . . .48SingleMFJ or QWMFSHead-o-HSingleMFJ or QWMFSHead-o-H Head of household -- $9,25049Credit for child and dependent care expenses. Attach Form 2441 . . . . 49ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A------------$6,30050Education credits from Form 8863, line 19 . . . . . . . . . . 50ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!3.Standard deduction.Married filing jointly or qualifying widow(er)51Retirement savings contributions credit. Attach Form 8880. . . . 51Filing status?=100kenter this amount on Form 1040, line 40. Otherwise, go to line 3b3a.$12,60053Residential energy credits. Attach Form 5695. . . . . . . . . . 53b.If born before January 2, 1951, or blind, multiply the number on Form 1040, line 39a, by $1,250Head of household54Other credits from Form: a3800 b8801 c54Filing status?abd($1,550 if single or head of household)3b.55Add lines 48 through 54.These are your total credits . . . . . . . . . . . . . . . . . . . . .550Section AIf your filing status is Singlec.Add lines 3a and 3b. Enter the total here and on Form 1040, line 403c.$9,25056Subtract line 55 from line 47. If line 55 is more than line 47, enter -0 - . . . . . . . . . . . .5601Not57Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5702Over *Earned income includes wages, salaries, tips, professional fees, and other compensation received for personal services you performed. ItOther58Unreported social security and Medicare tax from Form: a4137b89195899,999.000.000.000---3100,000 also includes any taxable scholarship or fellowship grant. Generally, your earned income is the total of the amount(s) you reported on FormTaxes59Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required . . . . . . . . . . . . . . . . . . .59FALSECheck if100,000.006,928.750.28021,071.004189,300286,928.75 1040, lines 7, 12, and 18, minus the amount, if any, on line 27.60aHousehold employment taxes from Schedule HCheck box to indicate full-year coverage.60aForm 5329 is184,000.0016,393.750.33044,326.005411,5003316,393.75bFirst-time homebuyer credit repayment. Attach Form 5405 if required60bNOT required.399,000.0024,623.750.350115,026.006413,2003524,623.7561Health care: individual responsibility (see instructions)Full-year coverage61Hide note555,555.0043,630.950.396176,369.00739.643,630.9562Taxes from: aForm 8959 bForm 8960 cInstructions; enter code(s)620for Line 61. Deduction for Exemptions Worksheet Line 42Keep for Your Records63Add lines 56 through 62.This is your total tax . . . . . . . . . . . . . . . . . . . . 6300abdPayments64Federal income tax withheld from Forms W-2 and 1099 . . . . . . 640Section B1.Is the amount on Form 1040, line 38, more than the amount shown on line 4 below for your filing status?652015 estimated tax payments & amount applied from 2014 return . 650If your filing status is MFJ or QWIf you have a66aEarned income credit (EIC) . . . . . . . . . . . . . . . . . 66aHide note1Not OverXNo. Multiply $4,000 by the total number of exemptions claimed on Form 1040, line 6d, and enter thequalifyingbNontaxable combat pay election. . . . 66bfor Line 66.66,666.000.000.000---2100,000result on line 42.child, attach67Additional child tax credit. Attach form 8812 . . . . . . . . . . 67111,111.008,412.500.25019,365.003151,200258,412.50Schedule EIC.68American opportunity credit from Form 8863, line 8 . . . . . . . 68150,000.0012,948.500.28029,052.004230,4502812,948.50Yes.Continue.69Net premium tax credit. Attach Form 8962. . . . . . . . . . . 69333,333.0024,471.000.33085,529.005411,5003324,471.0070Amount paid with request for extension to file . . . . . . . . . . 70444,444.0032,701.000.350122,854.006464,8503532,701.002.Multiply $4,000 by the total number of exemptions claimed on Form 1040, line 6d. . . . . . . . 2.71Excess social security and tier 1 RRTA tax withheld . . . . . . . 710555,555.0054,084.100.396165,916.00739.654,084.1072Credit for federal tax on fuels. Attach Form 4136 . . . . . . . . 723.Enter the amount from Form 1040, line 38 . . . . . . . . . . . . 3.73Credits from Form: a2439 bResvd c8885 d73abd25825074Add lines 64, 65, 66a, and 67 through 73. These are yourtotal payments . . . . . . . 740Section C4.Enter the amount shown below for your filing status.309900Refund75If line 74 is more than line 63, subtract line 63 from line 74.This is the amount you overpaid750If your filing status is MFS Single -- $258,250154950Direct deposit?76aAmount of line 75 you wantrefunded to you.If Form 8888 is attached, check here76a01Not Over Married filing jointly or qualifying widow(er) -- $309,900 . . . 4.SeebRouting number4c Type:CheckingSavings22,222.000.000.00---2100,000 Married filing separately -- $154,950284,050instructions.dAccount number111,111.006,474.250.2824,637.003115,225286,474.25 Head of household -- $284,05077Amount of line 75 you wantapplied to your 2016 estimated tax 77111,555.0012,235.500.3324,578.004205,7503312,235.50Amount78Amount you owe.Subtract line 74 from line 63. For details on how to pay, see instructions. 780222,222.0016,350.500.3561,427.005232,4253516,350.505.Subtract line 4 from line 3.122500122,500You Owe79Estimated tax penalty (see instructions) . . . . . . . . . .79333,333.0027,042.050.40104,958.00639.627,042.05If the result is more than $122,500STOPTRUE61,250Third PartyDo you want to allow another person to discuss this return with the IRS (see instructions)?Yes. Complete below.X No($61,250 if married filing separately) , enter -0- on line 42 . . . . . . . 5.DesigneeDesignee's namePhoneno.Personal Identification no.(PIN)abd6.Divide line 5 by $2,500 ($1,250 if married filing separately). If the25002,500SignUnder 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,Section Dresult is not a whole number, increase it to the next higher whole1,250Herethey are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.1Not Overnumber (for example, increase .00004 to 1) . . . . . . . . . . . 6.Joint return?Your signatureDateYour occupationDaytime phone number22,222.000.000.00---2100,000See instructions.111,111.005,677.500.2522,100.003129,600255,677.50Keep a copySpouses signature. If a joint return, both must sign.DateSpouse's occupationIf the IRS sent you an Identity Protection PIN,200,000.009,565.500.2846,435.004209,850289,565.507.Multiply line 6 by 2% (.02) and enter the result as a decimal0.027.for your records.enter it here.222,222.0020,058.000.3353,275.005411,5003320,058.00PaidPrint/Type preparers namePreparers signatureDateCheck ifPTIN400,000.0028,288.000.35111,712.006439,0003528,288.008.Multiply line 2 by line 78.Preparer's self-employed444,444.0048,482.000.40127,518.00739.648,482.00Use OnlyFirms nameFirm's EIN9.Deduction for exemptions. Subtract line 8 from line 2. Enter the result here and on FormFirms addressPhone no.1040, line 429.www.irs.gov/form1040Form 1040(2015)0

Foreign Earned Income Tax Worksheet Line 44Keep for Your RecordsIf Form 1040, line 43, is zero, do not complete this worksheet.FALSE-DISCLAIMER-1a.Enter the amount from Form 1040, line 431.The spreadsheets or any other material provided on this site is offered "as is",Any spreadsheets or other property of MyExcelTemplates.com has no warranty of any kind,2a.Enter the amount from your (and your spouse's, if filing jointly) Form 2555, lines 45 and 50, orIn no event will MyExcelTemplates.com be liable forForm 2555-EZ, line 182a.direct, indirect, incidental, or consequential damages sustained from use of our material.b.Enter the total amount of any itemized deductions or exclusions you couldn't claim because they arerelated to excluded incomeb.MyExcelTemplates.com specifically disclaims the role of tax adviser.c.Subtract line 2b from line 2a. If zero or less, enter -0-c.These spreadsheets are designed to assist with tax preparation in accordance with IRS forms and instructions.3.Add lines 1 and 2c3.All users must assume responsibility for any loss of income from proper or improper use of these templates.4.Figure the tax on the amount on line 3. Use the Tax Table, Tax Computation Worksheet,FEI_TW_Line3Qualified Dividends and Capital Gain Tax Worksheet*, Schedule D Tax Worksheet*, or FormERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A8615, whichever applies. See the instructions for line 44 to see which tax computation methodSingleMFJ or QWMFSHead-o-HSingleMFJ or QWMFSHead-o-Happlies. (Do not use a second Foreign Earned Income Tax Worksheet to figure the tax on thisERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A------------line)4.ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!Filing status?=100kTax Table to figure this tax. If the amount on line 2c is $100,000 or more, use the Tax ComputationWorksheet5.FEI_TW_Line2cOverride ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A6.Subtract line 5 from line 4. Enter the result. If zero or less, enter -0-. Also include this amount onManualSingleMFJ or QWMFSHead-o-HSingleMFJ or QWMFSHead-o-HForm 1040, line 446.ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A------------ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!*Enter the amount from line 3 above on line 1 of the Qualified Dividends and Capital Gain Tax Worksheet or Schedule D Tax Worksheet if youFiling status?=100kSchedule D Tax Worksheet). Next, you must determine if you have a capital gain excess. To find out if you have a capital gain excess, subtractForm 1040, line 43, from line 6 of your Qualified Dividends and Capital Gain Tax Worksheet (line 10 of your Schedule D Tax Worksheet). Ifthe result is more than zero, that amount is your capital gain excess.If you do not have a capital gain excess, complete the rest of either of those worksheets according to the worksheet's instructions. Thencomplete lines 5 and 6 above.If you have a capital gain excess, complete a second Qualified Dividends and Capital Gain Tax Worksheet or Schedule D Tax Worksheet(whichever applies) as instructed above but in its entirety and with the following additional modifications. Then complete lines 5 and 6 above.These modifications are to be made only for purposes of filling out the Foreign Earned Income Tax Worksheet above.1. Reduce (but not below zero) the amount you would otherwise enter on line 3 of your Qualified Dividends and Capital Gain Tax Worksheetor line 9 of your Schedule D Tax Worksheet by your capital gain excess.2. Reduce (but not below zero) the amount you would otherwise enter on line 2 of your Qualified Dividends and Capital Gain Tax Worksheetor line 6 of your Schedule D Tax Worksheet by any of your capital gain excess not used in (1) above.3. Reduce (but not below zero) the amount on your Schedule D (Form 1040), line 18, by your capital gain excess.4. Include your capital gain excess as a loss on line 16 of your Unrecaptured Section 1250 Gain Worksheet in the Instructions forSchedule D (Form 1040).

http://www.irs.gov/pub/irs-pdf/i1040gi.pdfhttp://www.irs.gov/pub/irs-pdf/f1040.pdfhttp://www.irs.gov/pub/irs-pdf/f1040.pdfSch. A

SCHEDULE AOMB No. 1545-0074FALSE(Form 1040)Itemized Deductions2015Download Form 1040 Schedule ADepartment of the Treasury4 Information about Schedule A and its separate instructions is at www.irs.gov/schedulea.AttachmentInternal Revenue Service (99) 4 Attach to Form 1040.Sequence No. 07ManualDownload Form 1040 Schedule A InstructionsName(s) shown on Form 1040Your social security numberOverride000-00-0000Column Instructions for Line 5MedicalCaution: Do not include expenses reimbursed or paid by others.The spreadsheet will automatically include income tax paid based on W-2 & 1099 information.and1Medical and dental expenses (see instructions)1If you wish to deduct general sales taxes, enter the tax amount in Column P and place an 'X' in box 5b.Dental2Enter amount from Form 1040, line 3820FALSEExpenses3Multiply line 2 above by 10.0% (.10). But if either you or your spouse was0.100born before January 2, 1951, multiply line 2 by 7.5% (.075) instead30.0754Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4Mortgage Insurance Premiums Deduction WorksheetLine 13Keep for Your RecordsTaxes You5State and local (check only one box):0.00 Income Tax OverridePaidaIncome taxes, or5You must use this worksheet: If the amount on Form 1040, line 38, is more than $100,000 ($50,000 if married filing separately). . . . . . . . . . . . . . bGeneral sales taxes1.Enter the total premiums you paid in 2015 for qualified mortgage insurance for a contract issued after December 31, 2006.1.6Real estate taxes (see instructions) . . . . . . . . . . . . . . 6 General Sales Tax7Personal property taxes . . . . . . . . . . . . . . . . . . .72.Enter the amount from Form 1040, line 382.1000008Other taxes. List type and amount 45000083.Enter $100,000 ($50,000 if married filing separately)3.9Add lines 5 through 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . .90Interest10Home mortgage interest and points reported to you on Form 1098.104.Is the amount on line 2 more than the amount on line 3?You Paid11Home mortgage interest not reported to you on Form 1098. If paidto the person from whom you bought the home, see instructionsNo.Your deduction isn't limited. Enter the amount from line 1 of this worksheet onNote:and show that person's name, identifying no., & address 4Schedule A, line 13. Don't complete the rest of this worksheet.ERROR:#VALUE!Your mortgageYes.Subtract line 3 from line 2. If the result isn't a multiple of $1,000 ($500 if married filingERROR:#VALUE!interest11separately), increase it to the next multiple of $1,000 ($500 if married filing separately).ERROR:#VALUE!deduction may12Points not reported to you on Form 1098. See instructionsFor example, increase $425 to $1,000, increase $2,025 to $3,000; or if married filingERROR:#VALUE!be limited (seefor special rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12separately, increase $425 to $500, increase $2,025 to $2,500, etc.4.ERROR:#VALUE!instructions).13Mortgage insurance premiums (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1314Investment interest. Attach Form 4952 if required. (See instructions)145.Divide line 4 by $10,000 ($5,000 if married filing separately). Enter result as a decimal. If the result is 1.0 or more, enter 1.0.5.15Add lines 10 through 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . .1506.Multiply line 1 by line 56.Gifts to16Gifts by cash or check. If you made any gift of $250 or more7.Mortgage insurance premiums deduction. Subtract line 6 from line 1. Enter the result here and on Schedule A,7.Charitysee instructions . . . . . . . . . . . . . . . . . . . .16If you made a17Other than by cash or check. If any gift of $250 or more, seegift and got ainstructions. You must attach Form 8283 if over $500 . . . . .17benefit for it,18Carryover from prior year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18 Limits on Deductions Line 19Reference:IRS Publication 526, Charitable Contributionssee instructions.19Add lines 16 through 18. . . . . . . . . . . . . . . . . . . . . . . . . . .190FALSEFALSECasualty andTheft Losses20Casualty or theft loss(es). Attach Form 4684. (See instructions.) . . . . . . . . . . . . . . . . . . .201.For 2015, the total of your charitable contributions deduction and certain other itemized deductions may be limited if Job Expenses21Unreimbursed employee expensesjob travel, union dues, your adjusted gross income is more than:(Refer to Publication 526)and Certainjob education, etc. Attach Form 2106 or 2106-EZ if required.Miscellaneous(See instructions.) 421$154,950 if married filing separately,Deductions22Tax preparation fees . . . . . . . . . . . . . . . . . . .22$258,250 if single,(See23Other expenses -- investment, safe deposit box, etc. List type$284,050 if head of household, orpage A-10.)and amount 4$309,900 if married filing jointly or qualify2324Add lines 21 through 23 . . . . . . . . . . . . . . . . . . . .2402.The 50% limit applies to the total of all charitable contributions you make during the year. This means that your deduction 25Enter amount from Form 1040, line 38250for charitable contributions can't be more than 50% of your adjusted gross income for the year. 26Multiply line 25 above by 2% (.02) . . . . . . . . . . . . . .260.02But there is a higher limit, discussed in Publication 526, Charitable Contributions, for certain qualified conservation contributions.27Subtract line 26 from 24. If line 26 is more than line 24, enter -0- . . . . . . . . . . . . . . . . . . .270Other28Other--from list in instructions. List type and amount. 4Gambling, casualty or theft losses 4MiscellaneousDeductions28 Itemized Deductions WorksheetLine 29Keep for Your RecordsTotal29Is Form 1040, line 38, over $154,950?ItemizedXNo. Your deduction is not limited. Add the amounts in the far right columnDeductionsfor lines 4 through 28. Also, enter this amount on Form 1040, line 40.1.Enter the total of the amounts from Schedule A, lines 4, 9, 15, 19, 20, 27, and 281.0Yes. Your deduction may be limited. See the Itemized Deductions. . . . . . . 290Worksheet in the instructions to figure the amount to enter.2.Enter the total of the amount from Schedule A, lines 4, 14, and 20, plus any gambling and casualty or theft losses included on2.030If you elect to itemize deductions even though they are less than your standardline 28deduction, check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . For Paperwork Reduction Act Notice, see Form 1040 instructions.Cat. No. 17145CSchedule A (Form 1040) 2015Be sure your total gambling and casualty or theft losses are clearly identified on the dottedlines next to line 28.`

3.Is the amount on line 2 less than the amount on line 1?-DISCLAIMER-XNo.STOPYour deduction is not limited. Enter the amount from line 1 above on Schedule A,The spreadsheets or any other material provided on this site is offered "as is",line 29. Do not complete the rest of this worksheet.Any spreadsheets or other property of MyExcelTemplates.com has no warranty of any kind,In no event will MyExcelTemplates.com be liable forYes. Subtract line 2 from line 13.direct, indirect, incidental, or consequential damages sustained from use of our material.4.Multiply line 3 by 80% (.80)0.84.MyExcelTemplates.com specifically disclaims the role of tax adviser.These spreadsheets are designed to assist with tax preparation in accordance with IRS forms and instructions.5.Enter the amount from Form 1040, line 385.309,900All users must assume responsibility for any loss of income from proper or improper use of these templates.6.Enter $309,900 if married filing jointly or qualifying widow(er); $284,050 if head of household;284,050$258,250 if single; or $154,950 if married filing separately6.258,250154,9507.Is the amount on line 6 less than the amount on line 5?

No.STOPYour deduction is not limited. Enter the amount from line 1 above on Schedule A,line 29. Do not complete the rest of this worksheet.

Yes. Subtract line 6 from line 57.

8.Multiply line 7 by 3% (.03)0.038.

9.Enter the smaller of line 4 or line 89.

10.Total itemized deductions. Subtract line 9 from line 1. Enter the result here and on Schedule A, line 2910.0

http://www.irs.gov/pub/irs-pdf/f1040sa.pdfhttp://www.irs.gov/pub/irs-pdf/i1040sca.pdfSch. B

SCHEDULE BOMB No. 1545-0074(Form 1040A or 1040)Interest and Ordinary Dividends2015Download Form 1040 Schedule BDepartment of the Treasury 4 Attach to Form 1040A or 1040.Internal Revenue Service (99) 4 Information about Schedule B and its instructions is at www.irs.gov/scheduleb. Attachment Sequence No. 08Name(s) shown on returnYour social security number000-00-0000Part I1List name of payer. If any interest is from a seller-financed mortgage and theAmount`Interestbuyer used the property as a personal residence, see instructions on back and listthis interest first. Also, show that buyers social security number and address(See instructionson back and theinstructions forForm 1040A, orForm 1040,line 8a.)

Note: If youreceived a Form 1099-INT, Form 1099-OID, or substitutestatement from a brokerage firm, list the firms name as the payer and enter the total interest shown on that form.1

2Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .203Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34Subtract line 3 from line 2. Enter the result here and on Form 1040A, or Form1040, line 8a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Note:If line 4 is over $1,500, you must complete Part III.01500AmountPart II5List name of payerOrdinaryDividends

(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 ordinarydividends shown6Add the amounts on line 5. Enter the total here and on Form 1040A, or Formon that form.1040, line 9a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Note:If line 6 is over $1,500, you must complete Part III.0You must complete this part if you (a) had over $1,500 of interest or dividends; (b) had a foreignYesNoPart IIIaccount; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust.Foreign7aAt any time during 2015, did you have interest in or a signature or other authority over a financialAccountsaccount (such as a bank account, securities account, or brokerage account) located in a foreignand Trustscountry? See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(SeeIf Yes, are you required to file FinCEN Form 114, Report of Foreign Bank and Financialinstructions onAccounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114back.)and its instructions for filing requirements and exceptions to those requirements. . . . . . . . . . . . instructions onbIf you are required to file FinCEN Form 114, enter the name of the foreign country where thefinancial account is located8During 2015, did you receive a distribution from, or were you the grantor of, or transferor to, aforeign trust? If "Yes," you may have to file Form 3520. See instructions on back. . . . . . . . . . .

For Paperwork Reduction Act Notice, see your tax return instructions.Cat. No. 17146NSchedule B (Form 1040A or Form 1040) 2015

-DISCLAIMER-




http://www.irs.gov/pub/irs-pdf/f1040sb.pdfSch. C

Download Form 1040 Schedule CSCHEDULE CProfit or Loss from BusinessOMB No. 1545-0074(Form 1040)(Sole Proprietorship)2015Download Form 1040 Schedule C InstructionsDepartment of the Treasury Internal Revenue Service (99)For information on Schedule C and its instructions, go to www.irs.gov/schedulecAttachmentAttach to Form 1040, 1040NR, or 1041; partnerships generally must file Form 1065.Sequence No. 09Name of Proprietor Social security number (SSN)

APrincipal business or profession, including product or service (see instructions)B Enter code from instructions

CBusiness name. If no separate business name, leave blank.D Employer ID number (EIN), see instructions

EBusiness address (including suite/room no.)4City, town or post office, state, and ZIP code

FAccounting method: (1)Cash(2)Accrual(3)Other (specify)

GDid you 'materially participate' in the operation of this business during 2015? If 'No,' see instructions for loss limits.YesNoHIf you started or acquired this business during 2015, check here. . . . . . . . . . . . . . . . . . . . . IDid you make any payments in 2015 that would require you to file Form(s) 1099? (see instructions) . . . . . . . . YesNoJIf "Yes," did you or will you file all required Forms 1099?. . . . . . . . . . . . . . . . . . . . . . . . YesNoManualPart I IncomeOverride 1Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you onForm W-2 and the Statutory employee box on that form was checked . . . . . . . . . . . . . . 12Returns and allowances. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Subtract line 2 from line 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304Cost of goods sold (from line 42). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405Gross profit. Subtract line 4 from line 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506Other income, including federal and state gasoline or fuel tax credit or refund (See instructions) . . . . . . . .67Gross income. Add lines 5 and 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70Part II ExpensesEnter expenses for business use of your home only on line 30.8Advertising . . . . . . . . . . . . . . . . . . . . .818Office Expense (See instructions). . . . . 189Car and truck expenses19Pension and profit sharing plans19(see instructions) . . . . . . . . . . . .920Rent or lease (see instructions):10Commissions and fees . . . . . . . . .10aVehicles, machinery and equipment. . . . 20a11Contract labor (see instructions) . . . . . . 11bOther business property . . . . . . . . . 20b12Depletion . . . . . . . . . . . . .1221Repairs and maintenance . . . . . . . . 2113Depreciation and section 17922Supplies (not included in Part III). . . . . 22expense deduction (not included23Taxes and licenses. . . . . . . . . . . 23in Part III) (see instructions) . . . . . . . .1324Travel, meals and entertainment:14Employee benefit programsaTravel. . . . . . . . . . . . . . . 24a(other than on line 19) . . . . . . . . .14bDeductible meals and15Insurance (other than health). . . . . . .15entertainment (see instructions)24b16Interest:25Utilities . . . . . . . . . . .25aMortgage (paid to banks, etc.) . . . . . .16a26Wages (less employment credits). .26bOther . . . . . . . . . . . . . . . .16b27aOther expenses (from line 48)27a017Legal and professional services17bReserved for future use . . . . . . . . 27b28Total expenses before expenses for business use of home. Add lines 8 through 27a . . . . . . . . . . . . . . . . . 28029Tentative profit (loss). Subtract line 28 from line 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29030Expenses for business use of your home. Do not report these expenses elsewhere. Attach Form 8829unless 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 . . . . . . . . 3031Net profit or (loss). Subtract line 30 from line 29. If a profit, enter on both Form 1040, line 12 (or Form 1040NR, line 13) and on Schedule SE, line 2.(If you checked the box on line 1, see instructions). Estates and trusts, enter on Form 1041, line 3.310 If a loss, you must go to line 32.32If 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 Form 1040, line 12, (or Form 1040NR, line 13) and32aAll investment at risk.on Schedule SE, line 2. (If you checked the box on line 1, see the line 31 instructions). Estates and32bSome investment is nottrusts, enter on Form 1041, line 3.at risk. If you checked 32b, you must attach Form 6198. Your loss may be limited.For Paperwork Reduction Act Notice, see the separate instructions.Cat. No. 11334P Schedule C (Form 1040) 2015Schedule C (Form 1040) 2015Page2Part III Cost of Goods Sold (see instructions)

33Method(s) used tovalue closing inventory aCostbLower cost or marketcOther (attach explanation)34Was there any change in determining quantities, cost or valuations between opening and closing inventory?If "Yes", attach explanation. . . . . . . . . . . . . . . . . . . . . . . . . . YesNo

35Inventory at beginning of the year. If different from last year's closing inventory, attach explanation. . . . . . .35

36Purchases less cost of items withdrawn for personal use. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

37Cost of labor. Do not include salary paid to yourself. . . . . . . . . . . . . . . . . . . . . . . . . . . .37

38Materials and supplies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38

39Other costs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39040Add lines 35 through 39 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40

41Inventory at end of year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

42Cost of goods sold. Subtract line 41 from line 40. Enter the result here and on line 4 . . . . . . . . . . . . . . . . . . 420Part IV Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9 and are not required to file Form 4562 for this business. See the instructions for line 13 on instructions to find out if you must file Form 4562.

43When did you place your vehicle in service for business purposes? (month,day,year).

44Of the total number of miles you drove your vehicle during 2015, enter the number of miles you used your vehicle for: a Businessb Commuting (See instructions)cOther

45Was your vehicle available for use during off-duty hours?YesNo

46Do you (or your spouse) have another vehicle available for personal use? . . . .YesNo

47 aDo you have evidence to support your deduction? . . . . . . . . . . YesNo

bIf "Yes", is the evidence written?. . . . . . . . . . . . . . . . . . . .YesNo

Part V Other expenses. List below business expenses not included on lines 8-26 or line 30.

48Total other expenses. Enter here and on page 1, line 27a . . . . . . . . . . . . . . . . . . . . . . . . .480Schedule C (Form 1040) 2015

-DISCLAIMER-




http://www.irs.gov/pub/irs-pdf/f1040sc.pdfhttp://www.irs.gov/pub/irs-pdf/i1040sc.pdfSch. D WS

28% Rate Gain Worksheet Line 18Keep for Your RecordsDownload Form 1040 Schedule D1.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:Download Form 1040 Schedule D Instructionsl Form 1099-DIV, box 2f;Any section 1202 exclusion you reported in column (g) of Form 8949,Part II, with code Q in column (f), for which you excluded 50% of the gain;l Form 1099-DIV, box 2f;2/3 of any section 1202 exclusion you reported in column (g) of Form. . . . . . . . . .2.8949, Part II, with code Q in column (f), for which you excluded 60% of the gain; andl Form 1099-DIV, box 2f;1/3 of any section 1202 exclusion you reported in column (g) of Form8949, Part II, with code Q in column (f), for which you excluded 75% of the gain.Do not make an entry for any section 1202 exclusion that is 100% of the gain.3.Enter the total of all collectibles gain or (loss) from Form 4684, line 4 (but only if Form 4684, line 15, is moreForm 1099-DIV, box 2d;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 2439, box 1d; andl Form 1099-DIV, box 2f;Form 1099-DIV, box 2d;l Form 2439, box 1f; andForm 2439, box 1d; and. . . . . . . . . .4.0Schedule K-1 from al Schedule K-1 from a partnership, S corporation, estate, or trust.Schedule K-1 from a partnership, S corporation, estate, or trust.partnership, S corporation,5.Enter your long-term capital loss carryovers from Schedule D, line 14, and Schedule K-1 (Form 1041),state, or trust.box 11, code C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5.0Schedule K-1 (Form 1041)6.If Schedule D, line 7, is a (loss), enter that (loss) here. Otherwise, enter -0-6.07.Combine lines 1 through 6. If zero or less, enter -0-. If more than zero, also enter this amount onSchedule D, line 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7.0

D - 10

Schedule D Tax WorksheetKeep for Your Records Schedule DSchedule DSchedule DSchedule DForm 1040Form 1040>Complete this worksheet only if line 18 or line 19 of Schedule D is more than zero. Otherwise, complete the Qualified Dividends and Capital Gain TaxWorksheet used?Line 18 > 0Line 19 > 0Line 15

Form 8949Sales and Other Dispositions of Capital AssetsOMB No. 1545-00742015

Information about Form 8949 and its separate instructions is at www.irs.gov/form8949.Department of the TreasuryFile with your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Schedule D.AttachmentSequence No. 12AInternal Revenue Service (99)Name(s) shown on returnSocial security number or taxpayer identification number000-00-0000Before 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 yourbroker and may even tell you which box to check.

Part IShort-Term. Transactions involving capital assets you held 1 year or lessare short term. For long-termFALSEtransactions, see page 2.Note. You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis wasreported to the IRS and for which no adjustments or codes are required. Enter the total directly onSchedule D, line 1a; you are not 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 pageLess than One Yearfor one or more of the boxes, complete as many forms with the same box checked as you need.Calendar Year is SAMEBefore This Month (Last Year)Before This Day and Month (Last Year)

0 (A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)

0 (B) Short-term transactions reported on Form(s) 1099-B showing basis was not reported to the IRS

00 (C) Short-term transactions not reported to you on Form 1099-BCheck ONE box.FALSEPaste data from other spreadsheets, reports, etc. here.

01(a)Description of property(Example: 100 sh. XYZ Co.)(b)Date acquired(Mo., day, yr.)(c)Date sold(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 instructionsAdjustment, if any, to gain or loss. If you enter an amount in column (g), enter a code in column (f). See the separate instructions.(h) Gain or (loss). Subtract column (e) from column (d) and combine the result with column (g)(a)Description of property(Example: 100 sh. XYZ Co.)(b)Date acquired (Mo., day, yr.)(c)Date sold or disposed(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 instructionsAdjustment, if any, to gain or loss. If you enter an amount in column (g), enter a code in column (f). See the separate instructions.(h) Gain or (loss). Subtract column (e) from column (d) and combine the result with column (g)

(f) Code(s) from instructions(g) Amount of adjustment(f) Code(s) from instructions(g) Amount of adjustment

00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!02Totals. Add the amounts in columns (d),(e),(g), and (h) (subtract negative amounts). Enter each total here and include on your Schedule D, line 1 (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.Cat. No. 37768ZForm 8949(2015)Form 8949 (2015)Attachment Sequence No. 12APage 2Name(s) shown on returnSocial security number or taxpayer identification number000-00-0000Before 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 yourbroker and may even tell you which box to check.

Part IILong-Term. Transactions involving capital assets you held more than 1 year are long term. For short-termFALSEtransactions, see page 1.Note. You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reportedto the IRS and for which no adjustments or codes are required. Enter the total directly on Schedule D, line 8a;

you are not 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, completea separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than will fit on this page for one orLess than One Yearmore of the boxes, complete as many forms with the same box checked as you need.Calendar Year is SAMEBefore This Month (Last Year)Before This Day and Month (Last Year)

0 (D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)

0 (E) Long-term transactions reported on Form(s) 1099-B showing basis was not reported to the IRS

00 (F) Long-term transactions not reported to you on Form 1099-BCheck ONE box.FALSEPaste data from other spreadsheets, reports, etc. here.



00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!02Totals. 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(2015)

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8949B

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Part IShort-Term. Transactions involving capital assets you held 1 year or lessare short term. For long-termFALSEtransactions, see page 2.Note. You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis wasreported to the IRS and for which no adjustments or codes are required. Enter the total directly onSchedule D, line 1a; you are not 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 pageLess than One Yearfor one or more of the boxes, complete as many forms with the same box checked as you need.Calendar Year is SAMEBefore This Month (Last Year)Before This Day and Month (Last Year)

0 (A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)

0 (B) Short-term transactions reported on Form(s) 1099-B showing basis was not reported to the IRS

00 (C) Short-term transactions not reported to you on Form 1099-BCheck ONE box.FALSEPaste data from other spreadsheets, reports, etc. here.



00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!02Totals. Add the amounts in columns (d),(e),(g), and (h) (subtract negative amounts). Enter each total here and include on your Schedule D, line 1 (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.Cat. No. 37768ZForm 8949(2015)Form 8949 (2015)Attachment Sequence No. 12APage 2Name(s) shown on returnSocial security number or taxpayer identification number000-00-0000Before 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 may show your basis (usually your cost) even if your broker did not report it to the IRS. Brokers must report basis to the IRS for most stock you bought in 2011 or later (and for certain debt instruments you bought in 2014 or later).

Part IILong-Term. Transactions involving capital assets you held more than 1 year are long term. For short-termFALSEtransactions, see page 2.Note. You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reportedto the IRS and for which no adjustments or codes are required. Enter the total directly on Schedule D, line 8a;

you are not 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, completea separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than will fit on this page for one orLess than One Yearmore of the boxes, complete as many forms with the same box checked as you need.Calendar Year is SAMEBefore This Month (Last Year)Before This Day and Month (Last Year)

0 (D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)

0 (E) Long-term transactions reported on Form(s) 1099-B showing basis was not reported to the IRS

00 (F) Long-term transactions not reported to you on Form 1099-BCheck ONE box.FALSEPaste data from other spreadsheets, reports, etc. here.



00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!00ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!ERROR:#VALUE!02Totals. 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(2015)

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8949C

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Part IShort-Term. Transactions involving capital assets you held 1 year or lessare short term. For long-termFALSEtransactions, see page 2.Note. You may aggregate all short-term transactions reported on Form(s) 10

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