Gregory and Lulu Clifden's Tax Return

Gregory R. and Lulu B. Clifden live with their family at the Rock Glen House Bed & Breakfast, which Gregory operates. The Bed & Breakfast (B&B) is located at 33333 Fume Blanc Way, Temecula, CA 92591. Gregory (born May 4, 1976) and Lulu (born June 12, 1977) enjoy good health and eyesight.

1. The Clifdens have three sons, Gerald was born April 16, 2002, Gary was born December 2, 2007, and Glenn was born January 13, 2009. All three boys live at home and the Clifdens provide more than 50% of their support.

2. The Rock Glen House B&B is operated as a sole proprietorship and had the following income and expenses for the year:

Room rental income Vending machine income Advertising expense Depreciation for book and tax purposes Mortgage interest on the B&B Wages of cleaning people Taxes and licenses Supplies consumed Business insurance Laundry expenses Accounting fees Ofce expenses Utilities $137,396 2,100 4,310 13,100 22,932 12,540 6,420 13,370 6,300 4,239 1,350 2,400 6,350 Mastercard interest $1,480 Dental expenses (orthodontics for Gary) 5.457 California state income tax (for 2018) 2,130 Charitable contributions 4,875 Deductible interest on home (personal portion) 9,631 Real estate taxes (personal portion) 3,830 Life insurance premiums 845 Automobile registration fees (deductible portion) 45 Tax return preparation fee 475 Contributions to Donald Trump's re-election campaign 1,000Interest: Bob's Big Bank $ 381 Bank of Ireland 271 City of Temecula Tax Exempt Bonds 1,490 Vintage Bank See 1099-INT Qualified dividends: Southwest Airlines $ 220 Heinz Foods 560Orange Co. Gold Co. Green Co. Sales price $8,114 See $2,575 Basis 3,800 Form 1,450 Date acquired 02/11/19 1099-B 10/31/14 Date sold 06/19/19 10/23/19Form 1095-A Health Insurance Marketplace Statement VOID OMB No. 1545-2232 Department of the Trescarry * Do not attach to your tax return. Keep for your records. CORRECTED 2019 Intomal Revenue Service *Go to www./rs.gov/For 1095A for instructions and the lalest information Part I Recipient Information 1 Marketplace identifier 2 Marketplace-reasigned policy number 3 Policy Bever's name 31-1234587 A1000HT Covered California 4 Recipient's name 5 Recipient's 55N A Recipient's date of birth Gregory R. Clifden 543-88-9756 05/04/1976 7 Recipient's spouse's name # Recipient's spouse's SEN 9 Recipient's spouse's date of birth Lulu B. Clifden 258-43-8819 08/12/1977 10 Policy start date 11 Policy termination data 12 Street address [Including apartment no.) 05/01/2018 12/31/2019 33333 Fume Blanc Way 13 City or town 14 State or province 15 Country and ZIP or forsion postal code Temecula CA 92591 Part II Covered Individuals A. Covered individual name B. Covered individual SSN C. Covered Individual date of birth D. Coverage start date E. Coverage termination clata 16 Gregory R. Clifden 543-88-9756 05/04/1978 05/01/2019 12/31/2019 17 Lulu B. Clifden 258-43-8810 06/12/1977 05/01/2019 12/31/2019 18 Gerald Clifden 468-74-1131 04/16/2002 05/01/2018 12/31/2019 19 Gary Clifden 465-76-8375 12/02/2007 05/01/2019 12/31/2019 20 Glenn Clifden 475-23-1426 01/13/2009 05/01/2019 12/31/2019 Part Ill Coverage Information Month A. Monthly enrollment premiums B. Monthly second lowest cost silver C. Monthly advance payment of plan (SLCSP) premium premium tax credit 21 January 22 February 23 March 24 April 25 May 1.533 1,621 O 26 June 1.533 1,621 27 July 1.533 1,621 28 August 1.533 1,621 20 Saptamber 1,533 1,621 30 October 1.533 1,621 O 31 November 1.533 1,621 O 32 December 1.533 1,621 O 33 Annual Totals 12 284 12,968 For Privacy Act and Paperwork Reduction Act Notice, See separate Instructions, tul. No. 807030 Form 1095-A potg)CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP Applicable checkbox on Form 8949 OMB No. 1545-0715 or foreign postal code, and telephone no. Proceeds From 2019 Broker and Barter Exchange A Form 1099-B Transactions 1a Description of property (Example: 100 sh. XYZ Co.) Bear Stearns Gold Company Common 269 Wall Street 1b Date acquired 1c Date sold or disposed New York. Ny 10001 03/27/2019 09/18/2019 PAYER'S TIN RECIPIENT'S TIN 1d Proceeds fe Cost or other basis Copy B $ 12, 100.00 $ 14,188.00 For Recipient If Accrued market discount Ig Wash sale loss disallowed 11-4396782 256-43-8819 $ $ RECIPIENT'S name 2 Short-term gain or loss 3 If checked, proceeds from: Long-term gain or loss Collectibles Lulu B. Clifden Ordinary O QOF This is important tax Street address (including apt. no.) 4 Federal income tax withheld 5 If checked, noncovered information and is $ security being furnished to 33333 Fume Blanc Way 6 Reported to IRS: 7 If checked, loss is not allowed the IRS. If you are City or town, state or province, country, and ZIP or foreign postal code based on amount in 1d required to file a Gross proceeds return, a negligence Net proceeds penalty or other Temecula, CA 92591 8 Profit or (loss) realized in 9 Unrealized profit or (loss) on sanction may be Account number (see instructions) 2019 on closed contracts open contracts-12/31/2018 imposed on you if $ this income is $ taxable and the IRS CUSIP number FATCA filing 10 Unrealized profit or (loss) on 11 Aggregate profit or (loss) determines that it requirement open contracts-12/31/2019 on contracts has not been 14 State name 15 State identification no. 16 State tax withheld $ reported. 12 If checked, basis reported 13 Bartering to IRS $ Form 1099-B (Keep for your records) www.irs.gov/Form1099B Department of the Treasury - Internal Revenue ServiceCORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP | Payer's RTN (optional) OMB No. 1545-0112 or foreign postal code, and telephone no. 2019 Interest 1 Interest income Income Vintage Bank $ 1,403.80 Form 1099-INT 6792 Main Street 2 Early withdrawal penalty Temecula, CA 92591 Copy B PAYER'S TIN RECIPIENT'S TIN $ 3 Interest on U.S. Savings Bonds and Treas. obligations For Recipient 96-8724390 543-88-9756 $ RECIPIENT'S name 4 Federal income tax withheld 5 Investment expenses This is important tax $ $ information and is Gregory R. Clifden 6 Foreign tax paid 7 Foreign country or U.S. possession being furnished to the IRS. If you are Street address (including apt. no.) $ required to file a 8 Tax-exempt interest 9 Specified private activity bond return, a negligence 33333 Fume Blanc Way interest penalty or other sanction may be City or town, state or province, country, and ZIP or foreign postal code $ $ imposed on you if 10 Market discount 11 Bond premium this income is taxable and the IRS Temecula, CA 92591 determines that it has FATCA filing $ $ not been reported. requirement 12 Bond premium on Treasury obligations 13 Bond premium on tax-exempt bond $ $ Account number (see instructions) 14 Tax-exempt and tax credit 15 State 16 State identification no. 17 State tax withheld bond CUSIP no. Form 1099-INT (keep for your records) www.irs.gov/Form1099INT Department of the Treasury - Internal Revenue ServiceCORRECTED (if checked) PAYER'S name, street address, city or town, state or province, 1 Gross distribution OMB No. 1545-0119 Distributions From country, ZIP or foreign postal code, and phone no. Pensions, Annuities, $ 14,545.00 Retirement or 2a Taxable amount 2019 Profit-Sharing Plans, IRAs, Insurance Contracts, etc. United States Navy $ 14,545.00 Form 1099-R Retired Benefits Center 2b Taxable amount Total Copy B Cleveland, OH 43267 not determined 0 distribution Report this PAYER'S TIN RECIPIENT'S TIN 3 Capital gain (included 4 Federal income tax income on your in box 2a) withheld federal tax return. If this 11-4662891 543-88-9765 $ $ 1.487.12 form shows RECIPIENT'S name 5 Employee contributions/ 6 Net unrealized federal income Designated Roth appreciation in tax withheld in contributions or employer's securities box 4, attach insurance premiums this copy to Gregory R. Clifden $ $ your return. Street address (including apt. no.) 7 Distribution IRA/ 8 Other code(s) SEP SIMPLE This information is 33333 Fume Blanc Way $ % being furnished to City or town, state or province, country, and ZIP or foreign postal code 9a Your percentage of total 9b Total employee contributions the IRS. Temecula, CA 92591 distribution % $ 10 Amount allocable to IRR 11 1st year of FATCA filing requirement 12 State tax withheld 13 State/Payer's state no. 14 State distribution within 5 years desig. Roth contrib 350.00 CA 14,545 $ Account number (see instructions) Date of 15 Local tax withheld 16 Name of locality 17 Local distribution payment Form 1099-R www.irs.gov/Form1099R Department of the Treasury - Internal Revenue Servicea Employee's social security number Safe, accurate, Visit the IRS website at 256-43-8819 OMB No. 1545-0008 FAST! Use The ~ file www.irs.govefile b Employer identification number (EIN) 1 Wages, tips, other compensation 2 Federal income tax withheld 43-7654321 $13,700.00 $1,694.00 c Employer's name, address, and ZIP code 3 Social security wages 4 Social security tax withheld Temecula Valley Unified School Dist. $13,700.00 $849.40 31350 Phone Num # 5 Medicare wages and tips 6 Medicare tax withheld Rancho Vista Rd. $13,700.00 $198.65 Temecula CA 92592 Country 7 Social security tips 8 Allocated tips # d Control number 9 10 Dependent care benefits e Employee's first name and initial Last name Suff. 11 Nonqualified plans 12a See instructions for box 12 Lulu B. Clifden 13 Statutory Retirement Phone Num # Third-party 33333 employee plan sick pay 12b Fume Blanc Way 14 Other 12c Temecula CA 92591 Country # 12d f Employee's address and ZIP code 15 State Employer's state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name CA $13,700.00 $400.00 Form W-2 Wage and Tax Department of the Treasury-Internal Revenue Service Statement 2019 Copy B-To Be Filed With Employee's FEDERAL Tax Return. This information is being furnished to the Internal Revenue Service.651119 Frwl K-1 Amended K-1 OMNI No. 1345-0123 Schedule K-1 [Form 1085] 2019 Part Ill Partner's Share of Current Year Income, Deductions, Credits, and Other Items Department of the Ticusury Interrul Pharaon Sonics Ordinary business income (loos] 15 Credits For calendar year 2010, or was your beginning 2019 ending 2 Net pondd road state income joss) Partner's Share of Income, Deductions, 1.578 Credits, etc. + Boe back of for and separate instructors. Part | Information About the Partnership I'arinership's employer identification number 11-2343212 I"arinership's rus, address, city, sista, and Al" coda Wine Acres Partners 581 Coombs Street, Napa, CA 94559 IB Center where partnership filed whom Ogden, UT Check if this is a publicly traded partnership I'll] Part II Information About the Partner E I'ariner's BUNor WIN [Do not une |IN of s disregarded entity. Bes ist.] 543-80-9756 F Norre, address, cry, stats, and All code for partner aniered in E. Bes ininaction. Gregory R. Clifden 33313 Fume Blanc Way, Temecula, CA 92591 bd General partner or LLC IUnited partner or ofher LLC HT bad Domestic partner Foreign partner If the partner is a disregarded entry CE.) enter the partner's: TIN 14 What type of entity is this partnertoIndividual If this partner is a retirement plan /IWEB ISKeoghisic ), check here Unecaptured section 1240 gi Partner's share of poolt, loss, and capital [see instructions Beginning Ending 2 % 2 % 2 % 2 % A 400 Capt 2 % Check i decrease is due to male or sochange al prineship interest 20 Cue inkyration 12 Section 170 deduction Flaginning Ending 1,578 Nonrecounts 4,679 5 4.679 13 Our duducomm Count find nomacrame financing Check this bas i Fam K. includes liability amounts from lower fier partnerships Partner's Capital Account Analysis Beginning capital account 13 253 1.578 Capital contributed during the your Current your net income foss) - 690 More than one activity for at rick purposes Withdrawals & dainbutions 400 More than one activity for penske koiMy poposs Ending capital socount 141543 Set allached statement for additional information. M Did the partner contribute property with a built-in gain or loss? X No "Yes," attach statement. Sen Instructions. Partner's Share of Net Unrecognized Section 104/c) Gain or (Loss Bapiming Ending For IRS Use Only pPp work Reduction Act Holes Des Insbuctions for Com 1083 www.in.gowlomm10: Cut. No. 11941 Schedule K-1 (Form 1035) 2018