Albert Gaytor and his wife Allison are married and file a joint return for 2016. The Gaytors live at 12340 Cocoshell Road, Coral Gables, FL 33134. Mr. Gaytor is a charter fishing boat captain but took 6 months off from his job in 2016 to train and study for his Masters Captains License.

Name	Social Security Number	Date of Birth
Albert T. Gaytor	266-51-1966	09/22/1967
Allison A. Gaytor	266-34-1967	07/01/1968
Crocker Gaytor	261-55-1212	12/21/1999
Cayman Slacker	261-11-4444	03/13/1998
Sean Slacker	344-23-5656	05/01/1997

The Gaytors have a 17-year-old son, Crocker, who is enrolled in the eleventh grade at the Bucholz Preparatory School. The Gaytors also have an 18-year-old daughter, Cayman, who is a part-time freshman student at Dade County Community College (DCCC). Cayman is married to Sean Slacker, who is 19 years old and a part-time student at DCCC. Sean and Cayman have a 1-year-old child, Wanda Slacker (Social Security number 648-99-4306). Sean, Cayman, and Wanda all live in an apartment up the street from Albert and Allison during the entire current calendar year. Sean and Cayman both work for Seans wealthy grandfather as apprentices in his business. Their wages for the year were a combined $50,000, which allowed them to pay all the personal expenses for themselves and their daughter. Albert and Allison have savings account and received the following Form 1099:

In 2016, Albert received a Form W-2 from his employer, Coconut Grove Fishing Charters, Inc

The following additional information is available for the family of Albert and Allison Gaytor. In 2016, Albert received a Form W-2 from his employer, Coconut Grove Fishing Charters, Inc.:

In addition to the interest from Chapter 1, Albert and Allison also received three Form 1099s:

The Gaytors also received qualified dividends of $500 from Florida Sugar Corp. and interest of $725 from bonds issued by the Miami-Dade County Airport Authority(Form 1099s not shown).

Albert went to the casino on his birthday and won big, as reflected on the following Form W-2G:

Albert had no other gambling income or losses for the year

In February, Allison received $50,000 in life insurance proceeds from the death of her friend, Sharon.

In July, Alberts uncle Ivan died and left him real estate (undeveloped land) worth $72,000. Five years ago, Albert and Allison divorced. Albert married Iris, but the marriage did not work out and they divorced a year later. Under the divorce decree, Albert pays Iris $11,400 per year in alimony. All payments were on time in 2016 and Iris Social Security number is 667-34-9224. Three years ago, Albert and Allison were remarried.

Coconut Fishing Charters, Inc. pays Alberts captains license fees and membership dues to the Charter Fishermans Association. During 2016, Coconut Fishing paid $1,300 for such dues and fees for Albert.

Allison was laid off from her job on January 2, 2016. For 2016, she received a Form 1099-G for unemployment benefits:

Albert and his family are covered by an employee-sponsored health plan at his work. Coconut Fishing pays $700 per month in premiums for Albert and his family. During the year, Allison was in the hospital for appendix surgery. The bill for the surgery was $10,100 of which the health insurance reimbursed Albert the full $10,100.

Coconut Fishing also pays for Alberts parking at the marina. The monthly cost is $120.

On September 1, Allison opened a retail store that specializes in sports car accessories. The name of the store is Plus Two Cones. The store is located at 617 Crandon Boulevard, Key Biscayne, FL 33149. The store uses the cash method of accounting and has the EIN 987321654. Allison purchased inventory in August and thus started her business on September 1 with $40,100 of inventory. She purchased an additional $37,800 of inventory in the last four months of 2016 and finished the year with $38,100 of inventory. Her sales revenue for the year equals $63,550 and she had sales returns of $600. Plus Two Cones trial balance for 2016 reflects the following expenses:

Rentretail store	$7,495
Office expenses	1,375
Insurance	795
Fine paid to Washington for environmental damage from oil spill	900
Advertising	3,100
Employee wages	3,400
Payroll and other business taxes	510
Interest on bank business loan	1,750
Accounting fees	310
Business gifts	180
Supplies	625
Utilities	980
Uniforms	400
Telephone	800
Maintenance	432
Miscellaneous	73

In addition to the above items, Allison incurred travel expenses to attend a seminar on sports car accessories. She spent $300 on airfare, $400 on lodging, $90 on a rental car, and $150 on meals. Allison has proper receipts for these amounts.

A review of the gift account details shows that Allison gave a $30 gift to each of her six best suppliers.

The supplies expense account detail reflects the purchase of 250 pens with the Plus Two Cones logo inscribed on each pen. Allison gave the pens away to suppliers, customers, and other business contacts before the end of the year.

Uniforms expense reflects the cost to purchase polo shirts Allison provided for each employee (but not herself). The shirts have the Plus Two Cones logo printed on the front and back and are the required apparel while working but otherwise are just like any other polo shirts.

Allison drove her 2008 Ford Explorer 1,700 miles for business related to Plus Two Cones. The Explorer was driven a total of 13,172 miles for the year. Included in the total 13,172 miles is 5,000 miles spent commuting to the store. Allison has the required substantiation for this business mileage. She uses the standard mileage method.

In July, Albert loaned a friend $7,000 so he could buy a car. Alberts friend lost his job in 2016 and stopped making payments on the loan. He plans to start making payments again, however, with additional interest as soon as he has new employment.

In late 2016, Albert started to mount and stuff some of his trophy fish to display in his man cave at the Gaytors home. Some of his friends liked Alberts taxidermy work and asked him to prepare a couple of trophy fish for them as well. Although he doubts he will ever sell any more stuffed fish, he was paid $150 and had no expenses related to this activity in 2016.

The following additional information is available for the Albert and Allison Gaytorfamily.

The Gaytors own a rental beach house in Hawaii. The beach house was rentedfor the full year during 2016 and was not used by the Gaytors during the year.The Gaytors were active participants in the management of the rental house.Pertinent information about the rental house is as follows:Address: 1237 Pineapple St., Lihue, HI 96766

Net rental income	$20,650
Mortgage interest	7,900
Real estate taxes	2,300
Utilities	2,125
Maintenance	2,900

The house is fully depreciated so there is no depreciation expense.

For the 2016 tax year, on March 15, 2017, Albert contributes $5,500 to a traditional IRA for himself and $5,500 to a traditional IRA for his wife. He is not covered by a qualified retirement plan at work. Allison had a retirement plan at the job from which she was laid off on January 2, 2016. The plan had a balance of $24,000. Allison received the following Form 1099-R in 2016:

Part B: Albert and Allison also received the following form:

Albert and Allison paid the following in 2016 (all by check or can otherwise be substantiated):

In August 2016, Crocker was on an out of town field trip with the high school band and his appendix burst. He required immediate surgery which was considered out of network for the Gaytors health plan resulting in hospital and doctors fees of $3,000 not covered by insurance. In addition, Allison drove 300 miles to be with Crocker after the surgery and drive him home after he recovered. She spent two nights in a hotel at a cost of $140 per night.I

In June, Albert purchased a new professional digital SLR camera for $7,950. While the Gaytors were on vacation in August, someone broke into their residence and stole the camera. Alberts homeowners insurance did not reimburse him for any part of the loss since he declined the special premium add-on for high value items required by his policy.

Combine this information about the Gaytor family and complete a 2016 tax return for Albert and Allison.

Hint: following are the forms and schedules for this assignment:

Schedule A - Schedule B - Schedule C - Schedule E - Form 4684 - Form 8880 - Form 8582 - Page 1 - - Form 8582 Page 2 (Regular Tax)

Your checkpoint: line 43 of 2016 1040 = 20,509

I just need part B. I added the other parts for informational purposes.

CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP Payer's RTN (optional or foreign postal code, and telephone no. OMB No 1545-0112 2016 Interest Income Vizcaya National Bank 9871 Coral Way Miami, FL 33134 1 Interest income 375.05 IS 2 Early withdrawal penalty Form 1099-INT Copy B IS PAYER'S federal identification number RECIPIENT'S Identification number 60-7654321 266-51-1966 For Recipient 3 Interest on U.S. Savings Bonds and Trees obligations S RECIPIENT'S name 4 Federal income tax withheld 6 Investment expenses This is important tax Information and is Albert T. Gaytor IS $ being furnished to the 6 Foreign tax paid 7 Foreign country or US possession Internal Revenue Street address (including opt.no) S Service. If you are required to file a 12340 Cocoshell Road 8 Tax-exempt interest 9 Specified private activity bond return, a negligence interest penalty or other sanction may be City or town, state ar province, country, and ZIP ar foreign postal code $ $ imposed on you if Coral Gables, FL 33134 10 Market discount 11 Bond premium this income is taxable and the IRS FATCA inols $ determines that it has requirement not been reported 12 Bond premium on Treasury obialis 13 Bond pretium on tax-exempt bond S $ Account numbers instructions) 14 Tax-exempt and tax credit 15 State 16 State identification no. 17 State tax withhold bond CUSP no $ Form 1099-INT (keep for your records) www.irs.gowform1099 int Department of the Treasury - Internal Revenue Service Visit this website at re- file www.sgowanie a Employee's social security number 266-51-1966 b Employer identification numberTEIN 60-3456789 c Employer's rame, address and ZIP code Coconut Grove Fishing Charters, Inc. 2432 Bay Blvd. Coconut Grove, FL 33133 Safe, accurate, FASTI Use ORS OMB No 1545-0006 1 Wages, tips,her compensation 65,250.00 3 Social Security wag 65,250.00 2 Federal Income tax withhold 6,120.00 4 Social SACS Tax Wir 5 Medicare wages and tips 4,045.50 6 Medicare tax witthold 946.13 65,250.00 7 Social security tips 8 Allocated tips d Control number 9 10 Dependent care senetits e Employee's first name and initial Last name Suff. 11 Nonqualified plans 12a See instructions for box 12 DD $8,400.00 131 HET wy plan sick par Albert T. Gaytor 12340 Cocoshell Road Coral Gables, FL 33134 14 Other 120 Parking $1,440 12d f Employee's address and ZIP code 15 Sate Employer's state ID number 16 State Waspeto 17 State income tax 18 Local wipe etc. 19 Local income tax 20 Locayramo FLI Department of the Treasury - Internal Revenue Service Fom W-2 Wage and Tax 2016 Statement Copy B-To Be Filed With Employee's FEDERAL Tax Return This information is being furnished to the Internal Revenue Service. CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP Payer's RTN foptional or foreign postal code and telephone no CMB No. 1545-0112 Interest 2016 1 Interest income Income Florida Electric Co. 100 Palm Blvd. Jupiter, FL 33458 695.21 $ 2 Earty withdrawal penalty Form 1099-INT B PAYER'S federal identification number RECIPIENTS Identification number 59-0247776 266-51-1966 IS 3 Interest on U.S. Savings Bonds and Treas. obligationis For Recipient $ RECIPIENTS rame This is important tax 4 Federal income tax withheld 5 Investment expenses information and is Albert T. Gaytor 5 $ belly furnii ulu Un 6 Foreign tax paid Internal Revenue 7 Foreign country or US possession Service. If you are Street access including apl. no. $ required to file a 12340 Cocoshell Road B Tax-exempt interest 9 Specified private activity bond retum, a negligence penalty or other sanction may be City or town, state or province, country, and ZIP a foreign postal code $ $ imposed on you if Coral Gables, FL 33134 10 Markot discount 11 Bord premium this income is taxable and the IRS determines that it has FATCA filing $ $ not been reported requirement 12 Band premium on Trowsery obligations 13 Bond promontas-compt bond $ S Account number (see instructions) 14 Tax-exempt and tax credit 15 Stats 16 State identification no. 17 State tax withheld bond CUSIP no Fom 1099-INT (keep for your records) www.gov/formosant Department of the Treasury - Internal Revenue Service CORRECTED (if checked) 1a Total ordinary dividends OMB No. 1545-0110 PAYER'S name, street adiress, city or town, stare or province, country, ZP or foreign postal code, and telephone no. 925.00 $ 1b Qualified dividends 2016 Everglades Bank Corp. 1500 South Krome Ave. Homestead, FL 33034 Dividends and Distributions s 925.00 2a Total capital gain distr. $ 0.00 Fom 1099-DIV 2b Uwecap. Sec. 1250 gain $ 2d Collectibles (28%) gain Copy B For Recipient PAYER'S federal identification number RECIPIENTS identification number 2c Section 1202 gain 57-4443344 266-34-1967 RECIPENTS name S 3 Nondividend distributions $ Allison Saytor $ 4 Feceral income tax withield $ 0.00 5 Investment expenses $ 7 Foregn country or U.S. Possession Street address inchang on) 12340 Cocoshell Rd. 6 Foreign tax paid This is important tax information and is being fumished to the Internal Reverse Service. If you are required to file a retum, a negligence penally or other sanction may be imposed on you il this income is taxable and the IAS determines that it has not been reported. City or town, state or province, country, and ZP or foreign postal code S Coral Gables, FL 33134 8 Cash liquidation distributions Norcashiquidation distributions S $ FATCA iing 10 Exempt interest dividends 11 Specified private activity requirement bond interest dividends Account number isce instructions) $ $ 12 State 13 slidesion 14 State tax withheld $ $ For 1099-DIV (keep for your records) www.irs.powo109ctiv Department of the Treasury - Internal Revenue Service OMB NO. 1545-0110 CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP 1a Total ordinary dividends or foreign postal code, and telephone no 155.00 Grapefruit Mutual Fund $ 1500 South Orange Blossom Trail Orlando, FL 32809 2016 Dividends and Distributions 1b Qualified dividends $ 0.00 Fom 1099-DIV 2a Total capital gain distr. $ 0.00 21 Uhrecap Sec. 1250 gain $ Copy B For Recipient PAYER'S federal identification number RECIPIENTS Identification number 2c Section 1202 gain 2d Collectibles (2896) gain 51-3334433 266-34-1967 $ $ RECIPIENT'S mame 3 Nondividend distributions Feceral income tax withheld $ Allison Gaytor $ 0.00 This is important tax Infomation and is 5 Investment expenses being tumished to Street address including apt. no. the Internal Revenue $ Service. If you are 12340 Cocoshell Rd. 6 Foreign tax paid 7 Foregn country or U.S possession required to file a retum, a negligence penalty or other City or town, state or province, country, and ZIP of foreign postal code $ sanction may be imposed on you Coral Gables, FL 33134 8 Cash ligadation distributions 9 Noncash liqadation dstributors this income is taxable $ $ and the IRS detemines that it has FATCA filing 10 Exempt interest dividends 11 Specified private activity not been reported requirement bond interest dividends $ $ Account number (see instructions) 12 State 13 Stasidation 14 State tax withheld $ $ Form 1099-DIV (keep for your records) www.lrs.gowform 1099div Department of the Treasury - Internal Revenue Service OMB No 1545-0234 2 Dete won 2016 09/22/2016 CORRECTED (if checked) PAYER 'S nanestreet address, city or town, province or state country, and 1 Gross winnings ZIP or foreign sostal code 5,800.00 $ Mikkosukee Resort and Gaming 3 Type of wager KENO 1321 Tamiami Hwy Miami FL 33194 4 Federal income tax withheld Form W-2G s 0.00 5 Transaction Certain Gambling Winnings 7 Winnings from identical wagers 8 Cashier PAYER'S federal identification number PAYER'S telephone number 22-7777777 305-555-1212 $ 9 Wrner's taxpayer identification na 10 Window 266-51-1966 This information is being fumished to the Internal Revenue Service WINNERS nane 11 First ID 12 Second ID Albert Gaytor Street address (including ept no) 12340 Cocoshell Road 13 Sale Prostaterestino 14 State winnings DF124562 $ 15 State income tax withheld 16 local winnings Copy B Report this income on your federal tax City or town, province or state country, and ZIP or foreign postal code return. If this form shows federal Coral Gables, FL 33134 income S 17 Local income tax withheld 18 Name of locality tax withheld in boy 4, attach this copy to your return. Linder penalties of parjury, I declare that, to the best of my knowledge and belot, the name, address and taxpayer identification number that I have furnished correctly identify me as the recipient of this payment and any payments from identical wages, and that no other person is entitled to any part of the payments Signature Date For W-2G www.irs goww2g Department of the Treasury - Intemal Revenue Service Certain Government Payments CORRECTED (if checked) PAYER'S nam, street address, city or town, state or province, country, ZIP 1 themployment compensation OMB No 1545-0120 or foreign postal code, and telephone no. Florida Dept. of Economic Opportunity s 3,900.00 2016 PO Box 5250 2 State or local income tax rotunds, credits, or offsets Tallahassee, FL 32314-5250 $ For 1099-G PAYER'S federal identification number RECIPIENT'S identification number 3 Box 2 amount is for bax your 4 Federal income tax withhold 21-5556666 266-34-1967 $ 390.00 RECIPIENTS rame 5 RTAA payments GTacable grants $ $ Allison Gaytor 7 Agriculture payments 8 If checked, box 2 is trade or business Street address including apt. no.) $ incamo 12340 Cocoshell Road 9 Market gain City or town, state or province, country, and ZIP or foreign postal code $ Coral Gables, FL 33134 10a State 10b State antication na 11 State income tax withheld Account number isce instructions $ Copy B For Recipient This is important lax information and is being furnished to the Internal Revenue Service. If you are required to file a return a neglgence penalty or ntharsantin maha imposed on you if this income is taxable and the IRS determines that it has not been reported Form 1099-G keep for your records) www.is.avtorm100g Department of the Treasury - Internal Revenue Service 2016 CORRECTED (if checked PAYER'S name, street address, city or town, state or province, Gross distribution OMB No. 1545-0119 Distributions From country, and ZIP or foreign postal code Pensions, Annuities, $ 24,000.00 Retirement or Florida Corp. 401(k) Plan Profit-Sharing 2a Taxable amount Plans, IRAs, 556 E. Brickell Ave. Insurance Miami, FL 33131 $ Fom 1099-R Contracts, etc. 2b Taxable amount Total Copy B not determined distribution X Report this PAYER'S feceral identification RECIPIENT'S identification 3 Capital gain (included 4 Federal income tax income on your number number in box 2a) withheld federal tax return. If this 37-9876521 266-34-1967 form shows $ 0.00 federal income RECIPIENT'S name 5 Employee contributions 6 Net unrealized tax withheld in /Designated Roth appreciation in box 4, attach Allison Gaytor employer's securities insurance premiums this copy to $ $ your return. Street address (including apt no.) 7 Distribution RA 8 Other SEPY code(s) 12340 Cocoshell Rd. This nformation is SIMPLE being furnished to $ the Internal City or town, state or province, country, and ZIP or foreign postal code 9a Your percentage of total 9b Total employee contributions Coral Gables, FL 33134 Revenue Service % $ 10 Amount allocable to IRR 11 1st year of FATCA iing 12 State tax withheld 13 State/Payer's state no. 14 State distribution within 5 years desig. Acth contrib. requirement $ $ $ $ $ Account number (see instructions) 15 Local tax withheld 16 Name of locality 17 Local distribution $ $ $ $ Form 1099-R www.irs.gov/form109r Department of the Treasury - Internal Revenue Service contributions or distribution CORRECTED (if checked RECIPENT S/LENDER S name Street address, city or town, state of "Caution: The amount show my OMB No 1545-0901 province, country, 2P or foreign postal code, and telephone ro. not be deducible by you Limts based on the loan amount 2016 Mortgage Vizcaya National Bank and the cost and value of the secured property may apply. Also, Interest 9871 Coral Way you may only deduct interest to the Mev. July 2016 esten i was incurred by you Statement Miami, FL 33134 actualy paid by you, and not imbursed by another person Form 1098 Mortgage interest rated from payer/borroweris" Copy B $ 10,800.00 For Payer/ RECIPENT'S/LENDER S federal PAYER'S/CARWERS taxpayer 2 Outstanding mortgage 3 Mortgage origination date Borrower identification number identification ne principals of 1/1/2016 $ 315,436.32 03/01/2003 The information in boxes 60-7654321 266-51-1966 though 9 is important tax 4 Pound of overpad 5 Mortgage Insurance interest information and is being premium tomshed to the Interna PAYER'S/BORROWER'S name $ $ Ravine Service. If you we Albert and Allison Gaytor s Points poidon purchas of prin palaidos Iruttu is a eluill, a a $ neglence penalty or other saction may be imposed Stroot address including apt. no.) 75 address of property touring mortgage same as on you if the IRS determine PAYER'S/BORROWER'Saddress? 12340 Cocoshell Road that an underpayment of If Yes, box is checked textesults because you Il No. se box 3 or below City or low, ble or province, country, and ZP or foreign postal code wwerstated a deduction for this mortgage inarest Coral Gables, FL 33134 8 Address of property securing mortgage or for these po, reported in bones 1 and 6.0 10 Other because you didn't report the refund of interest 9 property securing mortgage has no address, below is the docription of the property box 4 or because you claimed a non-deductible Account numbers instructions tom Form 1098 Keep for your records www.its gowform1090 Department of the Treasury - Internal Revenue Service $ 410 6,000 275 250 Contributions to Perpetual Perpetuity Catholic Church Tuition to Perpetual Perpetuity Catholic School for Crocker Clothes to Salvation Army (10 bags in good condition) Contributions to George Kerry's Congressional campaign Psychotherapy for Allison Eyeglasses for Crocker Prescription medication and drugs Credit card interest Interest on Albert's college loans Actual state sales tax (including sales tax on new auto of $2,000) Investment interest on stock margin account Auto loan interest reported on Form 1098 not shown (auto was paid for by a home equity loan on residence) Auto insurance Cosmetic surgery for Albert Dave Deduction, CPA, for preparation of last year's tax return Safe-deposit box for storage of stocks and tax data Contribution to an educational savings account for Crocker Home property taxes Unreimbursed business expense (seminar on dealing with hijacking at sea) 2,200 375 1,850 1,345 3,125 3,100 345 900 1,600 4,500 765 100 1,000 4,600 700 CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP Payer's RTN (optional or foreign postal code, and telephone no. OMB No 1545-0112 2016 Interest Income Vizcaya National Bank 9871 Coral Way Miami, FL 33134 1 Interest income 375.05 IS 2 Early withdrawal penalty Form 1099-INT Copy B IS PAYER'S federal identification number RECIPIENT'S Identification number 60-7654321 266-51-1966 For Recipient 3 Interest on U.S. Savings Bonds and Trees obligations S RECIPIENT'S name 4 Federal income tax withheld 6 Investment expenses This is important tax Information and is Albert T. Gaytor IS $ being furnished to the 6 Foreign tax paid 7 Foreign country or US possession Internal Revenue Street address (including opt.no) S Service. If you are required to file a 12340 Cocoshell Road 8 Tax-exempt interest 9 Specified private activity bond return, a negligence interest penalty or other sanction may be City or town, state ar province, country, and ZIP ar foreign postal code $ $ imposed on you if Coral Gables, FL 33134 10 Market discount 11 Bond premium this income is taxable and the IRS FATCA inols $ determines that it has requirement not been reported 12 Bond premium on Treasury obialis 13 Bond pretium on tax-exempt bond S $ Account numbers instructions) 14 Tax-exempt and tax credit 15 State 16 State identification no. 17 State tax withhold bond CUSP no $ Form 1099-INT (keep for your records) www.irs.gowform1099 int Department of the Treasury - Internal Revenue Service Visit this website at re- file www.sgowanie a Employee's social security number 266-51-1966 b Employer identification numberTEIN 60-3456789 c Employer's rame, address and ZIP code Coconut Grove Fishing Charters, Inc. 2432 Bay Blvd. Coconut Grove, FL 33133 Safe, accurate, FASTI Use ORS OMB No 1545-0006 1 Wages, tips,her compensation 65,250.00 3 Social Security wag 65,250.00 2 Federal Income tax withhold 6,120.00 4 Social SACS Tax Wir 5 Medicare wages and tips 4,045.50 6 Medicare tax witthold 946.13 65,250.00 7 Social security tips 8 Allocated tips d Control number 9 10 Dependent care senetits e Employee's first name and initial Last name Suff. 11 Nonqualified plans 12a See instructions for box 12 DD $8,400.00 131 HET wy plan sick par Albert T. Gaytor 12340 Cocoshell Road Coral Gables, FL 33134 14 Other 120 Parking $1,440 12d f Employee's address and ZIP code 15 Sate Employer's state ID number 16 State Waspeto 17 State income tax 18 Local wipe etc. 19 Local income tax 20 Locayramo FLI Department of the Treasury - Internal Revenue Service Fom W-2 Wage and Tax 2016 Statement Copy B-To Be Filed With Employee's FEDERAL Tax Return This information is being furnished to the Internal Revenue Service. CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP Payer's RTN foptional or foreign postal code and telephone no CMB No. 1545-0112 Interest 2016 1 Interest income Income Florida Electric Co. 100 Palm Blvd. Jupiter, FL 33458 695.21 $ 2 Earty withdrawal penalty Form 1099-INT B PAYER'S federal identification number RECIPIENTS Identification number 59-0247776 266-51-1966 IS 3 Interest on U.S. Savings Bonds and Treas. obligationis For Recipient $ RECIPIENTS rame This is important tax 4 Federal income tax withheld 5 Investment expenses information and is Albert T. Gaytor 5 $ belly furnii ulu Un 6 Foreign tax paid Internal Revenue 7 Foreign country or US possession Service. If you are Street access including apl. no. $ required to file a 12340 Cocoshell Road B Tax-exempt interest 9 Specified private activity bond retum, a negligence penalty or other sanction may be City or town, state or province, country, and ZIP a foreign postal code $ $ imposed on you if Coral Gables, FL 33134 10 Markot discount 11 Bord premium this income is taxable and the IRS determines that it has FATCA filing $ $ not been reported requirement 12 Band premium on Trowsery obligations 13 Bond promontas-compt bond $ S Account number (see instructions) 14 Tax-exempt and tax credit 15 Stats 16 State identification no. 17 State tax withheld bond CUSIP no Fom 1099-INT (keep for your records) www.gov/formosant Department of the Treasury - Internal Revenue Service CORRECTED (if checked) 1a Total ordinary dividends OMB No. 1545-0110 PAYER'S name, street adiress, city or town, stare or province, country, ZP or foreign postal code, and telephone no. 925.00 $ 1b Qualified dividends 2016 Everglades Bank Corp. 1500 South Krome Ave. Homestead, FL 33034 Dividends and Distributions s 925.00 2a Total capital gain distr. $ 0.00 Fom 1099-DIV 2b Uwecap. Sec. 1250 gain $ 2d Collectibles (28%) gain Copy B For Recipient PAYER'S federal identification number RECIPIENTS identification number 2c Section 1202 gain 57-4443344 266-34-1967 RECIPENTS name S 3 Nondividend distributions $ Allison Saytor $ 4 Feceral income tax withield $ 0.00 5 Investment expenses $ 7 Foregn country or U.S. Possession Street address inchang on) 12340 Cocoshell Rd. 6 Foreign tax paid This is important tax information and is being fumished to the Internal Reverse Service. If you are required to file a retum, a negligence penally or other sanction may be imposed on you il this income is taxable and the IAS determines that it has not been reported. City or town, state or province, country, and ZP or foreign postal code S Coral Gables, FL 33134 8 Cash liquidation distributions Norcashiquidation distributions S $ FATCA iing 10 Exempt interest dividends 11 Specified private activity requirement bond interest dividends Account number isce instructions) $ $ 12 State 13 slidesion 14 State tax withheld $ $ For 1099-DIV (keep for your records) www.irs.powo109ctiv Department of the Treasury - Internal Revenue Service OMB NO. 1545-0110 CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP 1a Total ordinary dividends or foreign postal code, and telephone no 155.00 Grapefruit Mutual Fund $ 1500 South Orange Blossom Trail Orlando, FL 32809 2016 Dividends and Distributions 1b Qualified dividends $ 0.00 Fom 1099-DIV 2a Total capital gain distr. $ 0.00 21 Uhrecap Sec. 1250 gain $ Copy B For Recipient PAYER'S federal identification number RECIPIENTS Identification number 2c Section 1202 gain 2d Collectibles (2896) gain 51-3334433 266-34-1967 $ $ RECIPIENT'S mame 3 Nondividend distributions Feceral income tax withheld $ Allison Gaytor $ 0.00 This is important tax Infomation and is 5 Investment expenses being tumished to Street address including apt. no. the Internal Revenue $ Service. If you are 12340 Cocoshell Rd. 6 Foreign tax paid 7 Foregn country or U.S possession required to file a retum, a negligence penalty or other City or town, state or province, country, and ZIP of foreign postal code $ sanction may be imposed on you Coral Gables, FL 33134 8 Cash ligadation distributions 9 Noncash liqadation dstributors this income is taxable $ $ and the IRS detemines that it has FATCA filing 10 Exempt interest dividends 11 Specified private activity not been reported requirement bond interest dividends $ $ Account number (see instructions) 12 State 13 Stasidation 14 State tax withheld $ $ Form 1099-DIV (keep for your records) www.lrs.gowform 1099div Department of the Treasury - Internal Revenue Service OMB No 1545-0234 2 Dete won 2016 09/22/2016 CORRECTED (if checked) PAYER 'S nanestreet address, city or town, province or state country, and 1 Gross winnings ZIP or foreign sostal code 5,800.00 $ Mikkosukee Resort and Gaming 3 Type of wager KENO 1321 Tamiami Hwy Miami FL 33194 4 Federal income tax withheld Form W-2G s 0.00 5 Transaction Certain Gambling Winnings 7 Winnings from identical wagers 8 Cashier PAYER'S federal identification number PAYER'S telephone number 22-7777777 305-555-1212 $ 9 Wrner's taxpayer identification na 10 Window 266-51-1966 This information is being fumished to the Internal Revenue Service WINNERS nane 11 First ID 12 Second ID Albert Gaytor Street address (including ept no) 12340 Cocoshell Road 13 Sale Prostaterestino 14 State winnings DF124562 $ 15 State income tax withheld 16 local winnings Copy B Report this income on your federal tax City or town, province or state country, and ZIP or foreign postal code return. If this form shows federal Coral Gables, FL 33134 income S 17 Local income tax withheld 18 Name of locality tax withheld in boy 4, attach this copy to your return. Linder penalties of parjury, I declare that, to the best of my knowledge and belot, the name, address and taxpayer identification number that I have furnished correctly identify me as the recipient of this payment and any payments from identical wages, and that no other person is entitled to any part of the payments Signature Date For W-2G www.irs goww2g Department of the Treasury - Intemal Revenue Service Certain Government Payments CORRECTED (if checked) PAYER'S nam, street address, city or town, state or province, country, ZIP 1 themployment compensation OMB No 1545-0120 or foreign postal code, and telephone no. Florida Dept. of Economic Opportunity s 3,900.00 2016 PO Box 5250 2 State or local income tax rotunds, credits, or offsets Tallahassee, FL 32314-5250 $ For 1099-G PAYER'S federal identification number RECIPIENT'S identification number 3 Box 2 amount is for bax your 4 Federal income tax withhold 21-5556666 266-34-1967 $ 390.00 RECIPIENTS rame 5 RTAA payments GTacable grants $ $ Allison Gaytor 7 Agriculture payments 8 If checked, box 2 is trade or business Street address including apt. no.) $ incamo 12340 Cocoshell Road 9 Market gain City or town, state or province, country, and ZIP or foreign postal code $ Coral Gables, FL 33134 10a State 10b State antication na 11 State income tax withheld Account number isce instructions $ Copy B For Recipient This is important lax information and is being furnished to the Internal Revenue Service. If you are required to file a return a neglgence penalty or ntharsantin maha imposed on you if this income is taxable and the IRS determines that it has not been reported Form 1099-G keep for your records) www.is.avtorm100g Department of the Treasury - Internal Revenue Service 2016 CORRECTED (if checked PAYER'S name, street address, city or town, state or province, Gross distribution OMB No. 1545-0119 Distributions From country, and ZIP or foreign postal code Pensions, Annuities, $ 24,000.00 Retirement or Florida Corp. 401(k) Plan Profit-Sharing 2a Taxable amount Plans, IRAs, 556 E. Brickell Ave. Insurance Miami, FL 33131 $ Fom 1099-R Contracts, etc. 2b Taxable amount Total Copy B not determined distribution X Report this PAYER'S feceral identification RECIPIENT'S identification 3 Capital gain (included 4 Federal income tax income on your number number in box 2a) withheld federal tax return. If this 37-9876521 266-34-1967 form shows $ 0.00 federal income RECIPIENT'S name 5 Employee contributions 6 Net unrealized tax withheld in /Designated Roth appreciation in box 4, attach Allison Gaytor employer's securities insurance premiums this copy to $ $ your return. Street address (including apt no.) 7 Distribution RA 8 Other SEPY code(s) 12340 Cocoshell Rd. This nformation is SIMPLE being furnished to $ the Internal City or town, state or province, country, and ZIP or foreign postal code 9a Your percentage of total 9b Total employee contributions Coral Gables, FL 33134 Revenue Service % $ 10 Amount allocable to IRR 11 1st year of FATCA iing 12 State tax withheld 13 State/Payer's state no. 14 State distribution within 5 years desig. Acth contrib. requirement $ $ $ $ $ Account number (see instructions) 15 Local tax withheld 16 Name of locality 17 Local distribution $ $ $ $ Form 1099-R www.irs.gov/form109r Department of the Treasury - Internal Revenue Service contributions or distribution CORRECTED (if checked RECIPENT S/LENDER S name Street address, city or town, state of "Caution: The amount show my OMB No 1545-0901 province, country, 2P or foreign postal code, and telephone ro. not be deducible by you Limts based on the loan amount 2016 Mortgage Vizcaya National Bank and the cost and value of the secured property may apply. Also, Interest 9871 Coral Way you may only deduct interest to the Mev. July 2016 esten i was incurred by you Statement Miami, FL 33134 actualy paid by you, and not imbursed by another person Form 1098 Mortgage interest rated from payer/borroweris" Copy B $ 10,800.00 For Payer/ RECIPENT'S/LENDER S federal PAYER'S/CARWERS taxpayer 2 Outstanding mortgage 3 Mortgage origination date Borrower identification number identification ne principals of 1/1/2016 $ 315,436.32 03/01/2003 The information in boxes 60-7654321 266-51-1966 though 9 is important tax 4 Pound of overpad 5 Mortgage Insurance interest information and is being premium tomshed to the Interna PAYER'S/BORROWER'S name $ $ Ravine Service. If you we Albert and Allison Gaytor s Points poidon purchas of prin palaidos Iruttu is a eluill, a a $ neglence penalty or other saction may be imposed Stroot address including apt. no.) 75 address of property touring mortgage same as on you if the IRS determine PAYER'S/BORROWER'Saddress? 12340 Cocoshell Road that an underpayment of If Yes, box is checked textesults because you Il No. se box 3 or below City or low, ble or province, country, and ZP or foreign postal code wwerstated a deduction for this mortgage inarest Coral Gables, FL 33134 8 Address of property securing mortgage or for these po, reported in bones 1 and 6.0 10 Other because you didn't report the refund of interest 9 property securing mortgage has no address, below is the docription of the property box 4 or because you claimed a non-deductible Account numbers instructions tom Form 1098 Keep for your records www.its gowform1090 Department of the Treasury - Internal Revenue Service $ 410 6,000 275 250 Contributions to Perpetual Perpetuity Catholic Church Tuition to Perpetual Perpetuity Catholic School for Crocker Clothes to Salvation Army (10 bags in good condition) Contributions to George Kerry's Congressional campaign Psychotherapy for Allison Eyeglasses for Crocker Prescription medication and drugs Credit card interest Interest on Albert's college loans Actual state sales tax (including sales tax on new auto of $2,000) Investment interest on stock margin account Auto loan interest reported on Form 1098 not shown (auto was paid for by a home equity loan on residence) Auto insurance Cosmetic surgery for Albert Dave Deduction, CPA, for preparation of last year's tax return Safe-deposit box for storage of stocks and tax data Contribution to an educational savings account for Crocker Home property taxes Unreimbursed business expense (seminar on dealing with hijacking at sea) 2,200 375 1,850 1,345 3,125 3,100 345 900 1,600 4,500 765 100 1,000 4,600 700