I need the spreadsheet filled out for class. Please help

Check Figures

Form 1040, page 1, line 22, Total income=$738,800

Form 1040, page 2, line 38, AGI=$717,735

Form 1040, page 2, line 43, Taxable income=$597,485

Form 1040, page 2, line 63, Total tax=$146,194

Form 1040 Form 1040 Form 1040 Form 1040 Form 1040 Form 1040 Form 1040 Form 1040 Form 1040 Form 1040 Form 1040 Form 1040 Form 1040 Form 1040 Form 1040 Schedule A Schedule A Schedule A Schedule B Schedule B Schedule D Schedule D Schedule E 2013 Return Line 7 8a 8b 9a 9b 13 17 27 40 42 44 56 62 63 69 9 15 19 4 6 7 15 32 Entry 400,000 28,050 9,000 313,000 313,000 (3,000) 444,800 4,317 125,744 345,491 8,634 100,000 196,000 56,400 47,200 50,000 28,050 313,000 (5,400) (92,600) 444,800 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 Schedule SE, Section B 2 322,400 24 Schedule SE, Section B Form 4952 12 8 8,634 21,600 3,479,120 25 26 Check figure $ 3,453,998 ACCT 346 Tax Return Information- Part 4 (Individual) Part 4 -- Form 1040 Income For 2016, Ms. Maine received the following W-2s and 1099-DIV: 1 Summer 2017 ACCT 346 Tax Return Information- Part 4 (Individual) Summer 2017 ************************************************************* In addition, Ms. Maine received $1,500 of interest income from investments in corporate bonds, $2,500 of dividends from the Infidelity Mutual Fund (all qualified), and Schedule K-1s from Esscorp Embalming (S corporation) and Research Associates (partnership). Deductions For 2016, she paid $7,400 in property taxes, $25,600 in home mortgage interest expense, and $28,000 of cash for charitable contributions. She also made estimated taxes as follows: Payment Date 1/15/2016 (for 2015) 4/15/2016 6/15/2016 9/15/2016 1/15/2017 (for 2016) Federal $36,000 40,000 40,000 40,000 40,000 State $3,500 4,000 4,000 4,000 4,000 2 ACCT 346 Tax Return Information- Part 4 (Individual) Summer 2017 Property Transactions Item Purchase** Price - Date Sale Price - Date 100 shares of CYA stock $3,000 - 1/1/2001 $7,000 - 1/15/2016 2,000 shares of ABZ stock $100,000 - 6/30/2001 $54,000 - 6/29/2016 City of LA Bonds $25,000 - 10/15/2015 $22,000 - 2/14/2016 State of MI Bonds $125,000 - 5/30/2015 $135,000 - 10/31/2016 **The taxpayer received 1099s for these transactions, but the basis was not reported to the IRS. Required Use this information to complete the assigned portions of Ms. Maine's U.S. Individual Income Tax Return. Use PDF forms from the IRS web site. Submit your work as specified on the assignment's Canvas page. 3 Where To Report Certain Items From 2016 Forms W-2, 1095, 1097, 1098, and 1099 File electronically. You may be eligible for free tax software that will take the guesswork out of preparing your return. Free File makes available free brand-name software and free efile. Visit IRS.gov/freefile for details. If any federal income tax withheld is shown on these forms, include the tax withheld on Form 1040, line 64. If any state or local income tax withheld is shown on these forms and you deduct state and local income taxes on Schedule A, line 5, include the tax withheld in your deduction on that line. Form Item and Box in Which It Should Appear Where To Report W-2 Wages, tips, other compensation (box 1) Form 1040, line 7 Allocated tips (box 8) See Wages, Salaries, Tips, etc. Dependent care benefits (box 10) Form 2441, Part III Adoption benefits (box 12, code T) Form 8839, line 20 Employer contributions to an Archer MSA (box 12, code R) Form 8853, line 1 Employer contributions to a health savings account (box 12, code W) Form 8889, line 9 Uncollected social security and Medicare or RRTA tax (box 12, code A, B, M, or N) See the instructions for Form 1040, line 62 W-2G Gambling winnings (box 1) Form 1040, line 21 (Schedule C or C-EZ for professional gamblers) 1095-A Advance payment of premium tax credit (line 33, column c) See Form 8962 and its instructions 1097-BTC Bond tax credit See Form 8912 and its instructions 1098 Mortgage interest (box 1) Schedule A, line 10, but first see the instructions on Form 1098* Refund of overpaid interest (box 4) Form 1040, line 21, but first see the instructions on Form 1098* Mortgage insurance premiums (box 5) See the instructions for Schedule A, line 13* Points (box 6) Schedule A, line 10, but first see the instructions on Form 1098* 1098-C Contributions of motor vehicles, boats, and airplanes Schedule A, line 17 1098-E Student loan interest (box 1) See the instructions for Form 1040, line 33* 1098-MA Homeowner mortgage payments (box 3) Schedule A, but first see the instructions on Form 1098-MA 1098-T Qualified tuition and related expenses (box 1) See the instructions for Form 1040, line 34, or Form 1040, line 50; but first see the instructions on Form 1098-T* 1099-A Acquisition or abandonment of secured property See Pub. 4681 1099-B Sales price of stocks, bonds, etc. (box 1d), cost or other basis (box 1e), and adjustments (boxes 1f and 1g) Form 8949 or Schedule D, whichever applies; see the Instructions for Form 8949 Aggregate profit or (loss) on contracts (box 11) Form 6781, line 1 Bartering (box 13) See Pub. 525 1099-C Canceled debt (box 2) See Pub. 4681 1099-DIV Total ordinary dividends (box 1a) Form 1040, line 9a Qualified dividends (box 1b) See the instructions for Form 1040, line 9b Total capital gain distributions (box 2a) Form 1040, line 13, or, if required, Schedule D, line 13 Unrecaptured section 1250 gain (box 2b) See the instructions for Schedule D, line 19 Section 1202 gain (box 2c) See Exclusion of Gain on Qualified Small Business (QSB) Stock in the instructions for Schedule D Collectibles (28%) gain (box 2d) See the instructions for Schedule D, line 18 Nondividend distributions (box 3) See the instructions for Form 1040, line 9a 1099-G Investment expenses (box 5) Schedule A, line 23 Foreign tax paid (box 6) Form 1040, line 48, or Schedule A, line 8; but first see the instructions for line 48 Exempt-interest dividends (box 10) Form 1040, line 8b Specified private activity bond interest dividends (box 11) Form 6251, line 12 Unemployment compensation (box 1) See the instructions for Form 1040, line 19 State or local income tax refunds, credits, or offsets (box 2) See the instructions for Form 1040, line 10, and if box 8 on Form 1099-G is checked, see the box 8 instructions RTAA payments (box 5) Form 1040, line 21 Taxable grants (box 6) Form 1040, line 21* Agriculture payments (box 7) See the Instructions for Schedule F or Pub. 225* Market gain (box 9) See the Instructions for Schedule F *If the item relates to an activity for which you are required to file Schedule C, CEZ, E, or F or Form 4835, report the taxable or deductible amount allocable to the activity on that schedule or form instead. -11- Form Item and Box in Which It Should Appear 1099-INT Interest income (box 1) Where To Report See the instructions on Form 1099-INT Early withdrawal penalty (box 2) Form 1040, line 30 Interest on U.S. savings bonds and Treasury obligations (box 3) See the instructions on Form 1099-INT and the instructions for Form 1040, line 8a Investment expenses (box 5) Schedule A, line 23 Foreign tax paid (box 6) Form 1040, line 48, or Schedule A, line 8; but first see the instructions for line 48 Tax-exempt interest (box 8) Form 1040, line 8b Specified private activity bond interest (box 9) Form 6251, line 12 Market discount (box 10) Form 1040, line 8a Bond premium (box 11), bond premium on Treasury obligations (box 12), and bond premium on tax-exempt bond (box 13) See the instructions on Form 1099-INT and Pub. 550 1099-K Payment card and third party network transactions Schedule C, C-EZ, E, or F 1099-LTC Long-term care and accelerated death benefits See Pub. 525 and the Instructions for Form 8853 1099-MISC Rents (box 1) See the Instructions for Schedule E* Royalties (box 2) See the Instructions for Schedule E* (for timber, coal, and iron ore royalties, see Pub. 544)* Other income (box 3) Form 1040, line 21* Nonemployee compensation (box 7) Schedule C, C-EZ, or F; but if you were not self-employed, see the instructions on Form 1099-MISC Excess golden parachute payments (box 13) See the instructions for Form 1040, line 62 Other (boxes 5, 6, 8, 9, 10, 14, and 15b) See the instructions on Form 1099-MISC Original issue discount (box 1) Other periodic interest (box 2) See the instructions on Form 1099-OID 1099-OID 1099-PATR Early withdrawal penalty (box 3) Form 1040, line 30 Market discount (box 5) Form 1040, line 8a Acquisition premium (box 6) See the instructions on Form 1099-OID and Pub. 550 Original issue discount on U.S. Treasury obligations (box 8) See the instructions on Form 1099-OID Investment expenses (box 9) Schedule A, line 23 Bond premium (box 10) See the instructions on Form 1099-OID and Pub. 550 Patronage dividends and other distributions from a cooperative (boxes 1, 2, 3, and 5) Schedule C, C-EZ, or F or Form 4835; but first see the instructions on Form 1099-PATR Domestic production activities deduction (box 6) Form 8903, line 23 Credits and other deductions (boxes 7, 8, and 10) See the instructions on Form 1099-PATR Patron's AMT adjustment (box 9) Form 6251, line 27 1099-Q Qualified education program payments See the instructions for Form 1040, line 21 1099-QA Distributions from ABLE accounts See the instructions for line 21, Form 5329, and Pub. 907 1099-R Distributions from IRAs** See the instructions for Form 1040, lines 15a and 15b Distributions from pensions, annuities, etc. See the instructions for Form 1040, lines 16a and 16b Capital gain (box 3) See the instructions on Form 1099-R Disability income with code 3 in box 7 See the instructions for Form 1040, line 7 Gross proceeds from real estate transactions (box 2) Form 4797, Form 6252, Form 8824, or Form 8949 Buyer's part of real estate tax (box 5) See the instructions for Schedule A, line 6* Distributions from health savings accounts (HSAs) Form 8889, line 14a Distributions from MSAs*** Form 8853 SSA-1099 Social security benefits See the instructions for lines 20a and 20b RRB-1099 Railroad retirement benefits See the instructions for lines 20a and 20b 1099-S 1099-SA *If the item relates to an activity for which you are required to file Schedule C, CEZ, E, or F or Form 4835, report the taxable or deductible amount allocable to the activity on that schedule or form instead. **This includes distributions from Roth, SEP, and SIMPLE IRAs. ***This includes distributions from Archer and Medicare Advantage MSAs. Need more information or forms? Visit IRS.gov. -12- Form 4952 Department of the Treasury Internal Revenue Service (99) OMB No.1545-0191 Investment Interest Expense Deduction 2016 Information about Form 4952 and its instructions is at www.irs.gov/form4952 Attach to your tax return. Attachment Sequence No. Identifying number Name(s) shown on return Cindy Part I 1 2 3 Maine Total Investment Interest Expense 001-02-0012 1 2 3 Investment interest expense paid or accrued in 2016 (see instructions) . . . . . . . . . . . . . . Disallowed investment interest expense from 2015 Form 4952, line 7 . . . . . . . . . . . . . . . Total investment interest expense. Add lines 1 and 2 . . . . . . . . . . . . . . . . . . . . . . Part II f Subtract line 4e from line 4d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . g Enter the amount from lines 4b and 4e that you elect to include in investment income (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . h Investment income. Add lines 4c, 4f, and 4g . . . . . . . . . . . . . . . . . . . . . . . . 5 Investment expenses. (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Net investment income. Subtract line 5 from line 4h. If zero or less, enter -0- . . . . . . 7 8 KIA 21,600 0 21,600 Net Investment Income 4a Gross income from property held for investment (excluding any net 302,800 gain from the disposition of property held for investment) . . . . . . . 4a 290,500 4b b Qualified dividends included on line 4a . . . . . . . . . . . . . . . . . c Subtract line 4b from line 4a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 d Net gain from the disposition of property held for investment . . . . . . 4d e Enter the smaller of line 4d or your net capital gain from the disposition 0 4e of property held for investment (see instructions) . . . . . . . . . . . . . . . . . Part III 51 4c 12,300 . . . . . 4f 0 . . . . 4g 4h 5 0 12,300 0 12,300 . . . . . . . . . . . . . . . . 6 Investment Interest Expense Deduction Disallowed investment interest expense to be carried forward to 2017. Subtract line 6 from line 3. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Investment interest expense deduction. Enter the smaller of line 3 or 6. See instructions . . . . For Paperwork Reduction Act Notice, see instructions. 7 8 9,300 12,300 Form 4952 (2016) Form 8949 Department of the Treasury Internal Revenue Service Sales and Other Dispositions of Capital Assets 2016 Information about Form 8949 and its separate instructions is at www.irs.gov/form8949 Attachment Sequence No. Social security number or taxpayer identification number File with your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Schedule D. Name(s) shown on return Cindy OMB No. 1545-0074 Maine 12A 001-02-0012 Before you check Box A, B, or C below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check. Short-Term. Transactions involving capital assets you held 1 year or less are short-term. For long-term transactions, see page 2. Note. You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 1a; you aren't required to report these transactions on Form 8949 (see instructions). Part I You must check Box A, B, or C below. Check only one box. If more than one box applies for your short-term transactions, complete a separate Form 8949, page 1, for each applicable box. If you have more short-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need. (A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above) X (B) Short-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRS (C) Short-term transactions not reported to you on Form 1099-B 1 (a) Description of property (Example: 100 sh. XYZ Co.) LA Bonds (b) Date acquired (Mo., day, yr.) 10/15/15 (c) Date sold or disposed of (Mo., day, yr.) 01/21/16 (d) Proceeds (sales price) (see instructions) 22,000 (e) Cost or other basis. See the Note below and see Column (e) in the separate instructions 25,000 Adjustment, if any, to gain or loss. If you enter an amount in column (g), enter a code in column (f). See the separate instructions. (f) (g) Code(s) from instructions Amount of adjustment 0 (h) Gain or (loss). Subtract column (e) from column (d) and combine the result with column (g) -3,000 0 0 0 0 0 0 0 0 0 0 0 0 0 2 Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract negative amounts). Enter each total here and include on your Schedule D, line 1b (if Box A above is checked), line 2 (if Box B above is checked), or line 3 (if Box C above is checked) . 22,000 25,000 0 -3,000 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. KIA For Paperwork Reduction Act Notice, see your tax return instructions. Form 8949 (2016) Form 8949 (2016) Attachment Sequence No. Name(s) shown on return. Name and SSN or taxpayer identification no. not required if shown on Page 1 Cindy 12A Page 2 Social security number or taxpayer identification number Maine 001-02-0012 Before you check Box D, E, or F below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check. Part II Long-Term. Transactions involving capital assets you held more than 1 year are long term. For short-term transactions, see page 1. Note. You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 8a; you aren't required to report these transactions on Form 8949 (see instructions). You must check Box D, E, or F below. Check only one box. If more than one box applies for your long-term transactions, complete a separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need. (D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above) X (E) Long-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRS (F) Long-term transactions not reported to you on Form 1099-B 1 (a) Description of property (Example: 100 sh. XYZ Co.) (b) Date acquired (Mo., day, yr.) (c) Date sold or disposed of (Mo., day, yr.) (d) Proceeds (sales price) (see instructions) (e) Cost or other basis See the Note below and see Column (e) in the separate instructions Adjustment, if any, to gain or loss. If you enter an amount in column (g), enter a code in column (f). See the separate instructions. (f) (g) Code(s) from instructions Amount of adjustment (h) Gain or (loss). Subtract column (e) from column (d) and combine the result with column (g) CYA Stock, 100 shs 01/01/01 01/15/16 7,000 3,000 0 4,000 ABZ Stock, 2000 shs 06/30/01 06/29/16 54,000 100,000 0 -46,000 State of MI Bonds 05/30/15 10/31/16 135,000 125,000 0 10,000 0 0 0 0 0 0 0 0 0 0 0 2 Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract negative amounts). Enter each total here and include on your Schedule D, line 8b (if Box D above is checked), line 9 (if Box E above is checked), or line 10 (if Box F above is checked) 196,000 228,000 0 -32,000 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. KIA Form 8949 (2016) 651113 Final K-1 Schedule K-1 (Form 1065) Part III Department of the Treasury Internal Revenue Service 1 For calendar year 2016, or tax year beginning Amended K-1 Partner's Share of Current Year Income, Deductions, Credits, and Other Items Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 4 Guaranteed payments 5 Interest income 6a Ordinary dividends Research Associates 512 S. Crouse Ave Podunk Center, IA 50169 6b Qualified dividends C 7 Royalties 8 Net short-term capital gain (loss) 9a Net long-term capital gain (loss) ending , 20 Part I A Information About the Partnership Credits 16 Foreign transactions 17 Alternative minimum tax (AMT) items Tax-exempt income and nondeductible expenses 50,000 Partnership's employer identification number 75-3348679 B 15 139,500 , 2016 Partner's Share of Income, Deductions, Credits, etc. See back of form and separate instructions. OMB No. 1545-0123 5,400 Partnership's name, address, city, state, and ZIP code 45,000 45,000 IRS Center where partnership filed return e-file D Check if this is a publicly traded partnership (PTP) -2,700 Part II Information About the Partner Partner: 1 E Partner's identifying number F Partner's name, address, city, state, and ZIP code -28,800 Cindy Maine 512 S. Crouse Podunk Center, IA G X General partner or LLC member-manager Limited partner or other LLC member H X Domestic partner Foreign partner 9b Collectibles (28%) gain (loss) 9c Unrecaptured section 1250 gain 10 Net section 1231 gain (loss) 18 11 Other income (loss) A 4,500 C 9,000 Active Individual I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here 19 Distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. . Section . . . .179 . deduction . . . . . . . . . . . A . . . . . . J Partner's share of profit, loss, and capital (see instructions): Beginning Ending Profit Loss Capital K 90.000000% 90.000000% 90.000000% 13 90.000000% 90.000000% 90.000000% 198,000 Other deductions A 18,000 H 10,800 A 20 Other information 50,400 * STMT . . . . . . . . . $ . . . . . . . . . . . . 14 . . Self-employment . . . . . .earnings . . (loss) . . . . . . . . . . . . . . . . . . . . Qualified nonrecourse financing . . . $. . . . . . . . . . . . . A. . . . . . . . . . 189,500 . . . . . . . . . . . . . . . . . . . . Recourse . . . . . . . . . . $ . . . . . . . . .10,800 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Partner's share of liabilities at year end: Nonrecourse L *See attached statement for additional information. . . . . $. . . . . . . . 396,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Capital contributed during the year . . .$ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Current year increase (decrease) . . . $ . . . . . . . . 125,100 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Withdrawals & distributions . . . . .$ . ( . . . . . . 396,000) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ending capital account . . . . . . . .$ . . . . . . . . . . 323,100 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Partner's capital account analysis: X Tax basis GAAP Section 704(b) book Other (explain) M For IRS Use Only Beginning capital account . Did the partner contribute property with a built-in gain or loss? X No Yes If "Yes," attach statement (see instructions) For Paperwork Reduction Act Notice, see Instructions for Form 1065. HTA IRS.gov/form1065 Schedule K-1 (Form 1065) 2016 Cindy Maine K-1 Statement (Sch K-1, Form 1065) Line 13 - Deductions A H U V Code A - Cash contributions (50%) . . . . . . . . . . . . . . . . . . . . . . . . . . . . A . . . . . 18,000 . . . . . . . . Code H - Investment interest expense . . . . . . . . . . . . . . . . . . . . . . . . . . . H. . . . . 10,800 . . . . . . . . Code U - Qualified production activities income . . . . . . . . . . . . . . . . . . . . . . . .U . . . . 100,000 . . . . . . . . Code V - Employer's Form W-2 wages . . . . . . . . . . . . . . . . . . . . . . . . . . . V. . . . .36,000 . . . . . . . . Line 14 - Self-Employment A Code A - Net earnings (loss) from self-employment . . . . . . . . . . . . . . . . . . . . . . A. . . . 189,500 . . . . . . . . . Line 18 - Tax-Exempt Income and Nondeductible Expenses A Code A - Tax-exempt interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . A. . . . . 4,500 . . . . . . . . C Code C - Nondeductible expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C. . . . . 9,000 . . . . . . . . Line 19 - Distributions A Code A - Cash and marketable securities . . . . . . . . . . . . . . . . . . . . . . . . . . A . . . . .198,000 . . . . . . . . Line 20 - Other Information A Code A - Investment income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .A . . . . 50,400 . . . . . . . . Schedule K-1 (Form 1065) 2016 Page This list identifies the codes used on Schedule K-1 for all partners and provides summarized reporting information for partners who file Form 1040. For detailed reporting and filing information, see the separate Partner's Instructions for Schedule K-1 and the instructions for your income tax return. 1. Ordinary business income (loss). Determine whether the income (loss) is passive or nonpassive and enter on your return as follows. Report on See the Partner's Instructions Passive loss Passive income Schedule E, line 28, column (g) Nonpassive loss Schedule E, line 28, column (h) Nonpassive income Schedule E, line 28, column (j) 2. Net rental real estate income (loss) See the Partner's Instructions 3. Other net rental income (loss) Net income Schedule E, line 28, column (g) Net loss See the Partner's Instructions 4. Guaranteed payments Schedule E, line 28, column (j) 5. Interest income Form 1040, line 8a 6a. Ordinary dividends Form 1040, line 9a 6b. Qualified dividends Form 1040, line 9b Schedule E, line 4 7. Royalties 8. Net short-term capital gain (loss) Schedule D, line 5 Schedule D, line 12 9a. Net long-term capital gain (loss) 9b. Collectibles (28%) gain (loss) 28% Rate Gain Worksheet, line 4 (Schedule D instructions) 9c. Unrecaptured section 1250 gain See the Partner's Instructions 10. Net section 1231 gain (loss) See the Partner's Instructions 11. Other income (loss) Code A Other portfolio income (loss) See the Partner's Instructions B Involuntary conversions See the Partner's Instructions C Sec. 1256 contracts & straddles Form 6781, line 1 D Mining exploration costs recapture See Pub. 535 E Cancellation of debt Form 1040, line 21 or Form 982 F Other income (loss) See the Partner's Instructions 12. Section 179 deduction See the Partner's Instructions 13. Other deductions A Cash contributions (50%) B Cash contributions (30%) C Noncash contributions (50%) D Noncash contributions (30%) See the Partner's E Capital gain property to a 50% Instructions organization (30%) F Capital gain property (20%) G Contributions (100%) H Investment interest expense Form 4952, line 1 I Deductionsroyalty income Schedule E, line 19 J Section 59(e)(2) expenditures See the Partner's Instructions K Deductionsportfolio (2% floor) Schedule A, line 23 L Deductionsportfolio (other) Schedule A, line 28 M Amounts paid for medical insurance Schedule A, line 1 or Form 1040, line 29 N Educational assistance benefits See the Partner's Instructions O Dependent care benefits Form 2441, line 12 P Preproductive period expenses See the Partner's Instructions Q Commercial revitalization deduction See Form 8582 instructions from rental real estate activities R Pensions and IRAs See the Partner's Instructions S Reforestation expense deduction See the Partner's Instructions T Domestic production activities information See Form 8903 instructions U Qualified production activities income Form 8903, line 7b V Employer's Form W-2 wages Form 8903, line 17 W Other deductions See the Partner's Instructions 14. Self-employment earnings (loss) Note: If you have a section 179 deduction or any partner-level deductions, see the Partner's Instructions before completing Schedule SE. A Net earnings (loss) from self-employment Schedule SE, Section A or B B Gross farming or fishing income See the Partner's Instructions C Gross non-farm income See the Partner's Instructions 15. Credits A Low-income housing credit (section 42(j)(5)) from pre-2008 buildings B Low-income housing credit (other) from pre-2008 buildings C Low-income housing credit (section 42(j)(5)) from See the Partner's Instructions post-2007 buildings D Low-income housing credit (other) from post-2007 buildings E Qualified rehabilitation expenditures (rental real estate) F Other rental real estate credits G Other rental credits H Undistributed capital gains credit Form 1040, line 73; check box a I Biofuel producer credit J Work opportunity credit See the Partner's Instructions K Disabled access credit } } } 16. } Report on Code L Empowerment zone employment credit M Credit for increasing research activities See the Partner's Instructions N Credit for employer social security and Medicare taxes O Backup withholding P Other credits Foreign transactions A Name of country or U.S. possession B Gross income from all sources Form 1116, Part I C Gross income sourced at partner level Foreign gross income sourced at partnership level D Passive category E General category Form 1116, Part I F Other Deductions allocated and apportioned at partner level Form 1116, Part I G Interest expense H Other Form 1116, Part I Deductions allocated and apportioned at partnership level to foreign source income I Passive category J General category Form 1116, Part I K Other Other information L Total foreign taxes paid Form 1116, Part II M Total foreign taxes accrued Form 1116, Part II N Reduction in taxes available for credit Form 1116, line 12 Form 8873 O Foreign trading gross receipts P Extraterritorial income exclusion Form 8873 Q Other foreign transactions See the Partner's Instructions Alternative minimum tax (AMT) items A Post-1986 depreciation adjustment See the Partner's B Adjusted gain or loss C Depletion (other than oil & gas) Instructions and D Oil, gas, & geothermalgross income the Instructions for E Oil, gas, & geothermaldeductions Form 6251 F Other AMT items Tax-exempt income and nondeductible expenses A Tax-exempt interest income Form 1040, line 8b B Other tax-exempt income See the Partner's Instructions C Nondeductible expenses See the Partner's Instructions Distributions A Cash and marketable securities B Distribution subject to section 737 See the Partner's Instructions C Other property Other information A Investment income Form 4952, line 4a B Investment expenses Form 4952, line 5 Form 4136 C Fuel tax credit information D Qualified rehabilitation expenditures See the Partner's Instructions (other than rental real estate) E Basis of energy property See the Partner's Instructions F Recapture of low-income housing Form 8611, line 8 credit (section 42(j)(5)) G Recapture of low-income housing Form 8611, line 8 credit (other) H Recapture of investment credit See Form 4255 I Recapture of other credits See the Partner's Instructions J Look-back interestcompleted long-term contracts See Form 8697 K Look-back interestincome forecast method See Form 8866 L Dispositions of property with section 179 deductions M Recapture of section 179 deduction N Interest expense for corporate partners O Section 453(l)(3) information P Section 453A(c) information Q Section 1260(b) information R Interest allocable to production See the Partner's expenditures Instructions S CCF nonqualified withdrawals T Depletion informationoil and gas U Reserved V Unrelated business taxable income W Precontribution gain (loss) X Section 108(i) information Y Net investment income Z Other information } } } 17. 18. 19. 20. } } } 2