PLEASE ATTACH EACH SCHEDULE AND EXCEL SCREENSHOTS-NOT JUST THE ANSWER

Your new clients are a married couple, Simon and Kaylee Tam. Their social security numbers are 123-45- 6789 and 987-65-4321, respectively. Simon is a doctor and Kaylee is a mechanic. Simon is 32 years old, Kaylee is 30 years old, and neither are blind.

Their primary home address is 1996 Serenity Lane, Peoria, AZ 85383, on which they have a mortgage taken on June 18, 2016. They paid $6,291 in real estate taxes. The Tams also purchased a vacation home in Florida in 2017, which they rented out for 45 days in 2018. The full address is 1059 Ocean Drive, Jacksonville Beach, FL 33250.

They made contributions by check to the United Way Charity in the amount of $400 during the year in 4 checks for $100 each. They did not receive a receipt. They also donated $350 worth of clothes and home goods to the local Goodwill store. No single donation was worth over $250. They also made a contribution to the governors re-election campaign of $1,000.

If a refund is due, the Tams would like a check mailed to them.

The Tams have provided the following documents for your review. Please also see Kaylee Tams Poker Diary saved as a tab in the Blank Excel Workpapers file.

Create a pivot table to calculate Kaylee Tams total poker winnings and total poker losses. Save the pivot table in the Excel Workpapers file that you submit.Report the poker winnings and losses as appropriate in the Tams tax return.

Safe, FAST! Visit the IRS website at www.irs.govlefile 123-45-6789 OMB No. 1545-0008 b Employer identification number (EIN 86-7526611 c Employer's name, address, and ZIP code 245, 000.0 128,400.00 245, opo.00 44,607.68 7,960.80 3,552.50 Persephone Hospital 9376 Gala Avenue Peoria, AZ 85378 5 Medicare and tips 6 Medicare tax withheld 7 Social security 8 Allocated tips d Control number 9 Verification 10 Dependent care benefits e Employee's first name and initial Last name Suff. 11 Nonqualified 12a See instructions for box 12 Simon Tam 1996 Serenity Lane Peoria, AZ 85383 12b 14 Other 12c 12d f Employee's address and ZIP code 5 State Employer's state ID number 6 State wages, tips, etc. 17 State income tax 18 Local w ips, etc. 19 Local income tax 20 Locality name Wage and Tax 2016 Department of the Treasury-Internal Revenue Service Statement Form Copy B-To Be Filed With Employee's FEDERAL Tax Return. This information is being furnished to the Internal Revenue Service 1040 2018 Department of the Treasury-Internal Revenue Service U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. Filing status Single Married filing jointly Married filing separately Head of household Qualifying widow(er) Your first name and initial Last name Your social security number Your standard deduction: Someone can claim you as a dependent If joint return, spouse's first name and initial You were bom before January 2, 1954 You are blind Last name Spouse's social security number Spouse standard deduction:Someone can claim your spouse as a dependent Spouse was born before January 2, 1954 Full-year health care coverage Spouse is blind Spouse itemizes on a separate return or you were dual-status alien or exempt (see inst.) Home address (number and street). If you have a P.O. box, see instructions. City, town or post office, state, and ZIP code. If you have a foreign address, attach Schedule 6. Dependents (see instructions) Apt. no. Presidential Election Campaign (see inst.) You Spouse If more than four dependents, see inst. and here (2) Social security number (3) Relationship to you (4) if qualifies for (see inst.): Child tax credit Credit for other dependents (1) First name Last name Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge Here Joint return? See instructions. Keep a copy for your records. If the IRS sent you an ldentity Protection PIN, enter it here (see inst Your signature Spouse's signature. If a joint return, both must sign. Date Preparer's name Date Your occupation Spouse's occupation If the IRS sent you an ldentity Protection PIN, enter it here (see inst PTIN Preparer's signature Firm's EIN Check if Paid 3rd Party Designee Self-employed Preparer Use Only Firm's name Phone no Firm's address Form 1040 (2018 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11320B Taxable Income Workpapers Student Name Date STEP 1: Calculate Gross Income Salaries and Wages Interest Dividends IRAs, pensions, and annuities Social security benefits 0 Total Income STEP 2: Calculate AGI Taxable refunds, credits, or offsets of state and local income taxe:s Alimony received Business income or (loss) from Schedule C Capital gain (or loss) from Schedule D Other gains (or losses) from 4797 Rental real estate, royalties, pships, S corps, trusts, etc from Schedule E Farm income or (loss) from Schedule F Unemployment compensation Other income 7349 7349 Total additional income Educator expenses Certain business expenses from Form 2106 Health savings account deduction from Form 8889 Moving expenses for Amed Forces members from Form 3903 Deductible self-employment tax from Schedule SE Self-employed SEP, SIMPLE, and qualified plans Self-employed health insurance deduction Penalty on early withdrawal of savings IRA deduction Student loan interest deduction Total adjustments to income 0 7349 Adjusted Gross Income STEP 3: Calculate Itemized/Standard Deduction Itemized Deductions Medical Expenses State and local income taxes or general sales taxes State and local real estate taxes State and local personal property taxes Other taxes Home mortgage interest and points from Form 1098 Home mortgage interest not from Form 1098 Points not reported to you on Form 1098 Investment interest Gifts by cash or check Gifts by other than cash or check Carryover from prior year Casualty and theft losses from Form 4684 Other itemized deductions Total Itemized Deductions Standard Deduction Below-the-line Deductions for Return STEP 4: Calculate Section 199A Deduction Section 199A Deduction 7349 Taxable Income Ordinary taxable income Capital taxable income Tax Calculation Workpapers Student Name Date Tax on ordinary income Ordinary taxable income 0 Bracket floor Excess taxable income 0 Marginal rate Marginal tax 0 Cumulative tax Total tax on ordinary income 0 Tax on preferential items Capital taxable income 0 0.15 0 Preferential rate (15%) Total tax on capital income 0 Tax Liability Prepayments Federal withholding W-2s 1099-INT 1099-DIV Total Payments Amount due (Refund) SCHEDULE 1 (Form 1040) Department of the Treasury OMB No. 1545-0074 Additional Income and Adjustments to Income 2018 Attach to Form 1040. Go to www.irs.gov/Form1040 for instructions and the latest information. Attachment uence No.01 Internal Revenue Service Name(s) shown on Form 1040 Your social security number Additional 1-9b Reserved .. Income . 1-9b 10 Taxable refunds, credits, or offsets of state and local income taxes . ...10 Alimony received. 11 12 Business income or (loss). Attach Schedule C or C-EZ . .. 12 13 Capital gain or (loss). Attach Schedule D if required. If not required, check here13 14 Other gains or (losses). Attach Form 4797. . 14 16a Reserved 16b 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 17 18 Farm income or (loss). Attach Schedule F... .. 18 19 Unemployment compensation 19 20a Reserved 20b 21 22 21 Other income. List type and amount Combine the amounts in the far right column. If you don't have any adjustments to income, enter here and include on Form 1040, line 6. Otherwise, go to line 23 to Income24 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106.. 24 Health savings account deduction. Attach Form 8889 Moving expenses for members of the Armed Forces Attach Form 3903 25 26 25 26 27 Deductible part of self-employment tax. Attach Schedule SE 27 28 Self-employed SEP, SIMPLE, and qualified plans .. 28 29 Self-employed health insurance deduction 29 30 Penalty on early withdrawal of savings.... 30 31a Alimony paid b Recipient's SSN 35 Reserved 36 Add lines 23 through 35 35 36 For Paperwork Reduction Act Notice, see your tax return instructions Cat. No. 71479F Schedule 1 (Form 1040) 2018 SCHEDULE A (Form 1040) Itemized Deductions OMB No. 1545-0074 2018 07 Go to www.irs.gov/ScheduleA for instructions and the latest information. Attach to Form 1040. Department of the Treasury Internal Revenue Service (9 Caution: If you are claiming a net qualified disaster loss on Form 4684 , see the instructions for line 16. Name(s) shown on Form 1040 Attachment Your social security number Medical an Dental Caution: Do not include expenses reimbursed or paid by others. Medical and dental expenses (see instructions) 2 Enter amount from Form 1040, line 72 . - 3 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0 5 State and local taxes. 4 Taxes You Paid a State and local income taxes or general sales taxes. You may include either income taxes or general sales taxes on line 5a, but not both. If you elect to include general sales taxes instead Of income taxes, check this box . . . . . . . .. 5a b State and local real estate taxes (see instructions). . 5b State and local personal property taxes....... 5c e Enter the smaller of line 5d or $10,000 ($5,000 if married filing 6 Other taxes. List type and amount 7 Add lines 5e and 6 8 7 Interest You Paid Caution: Your mortgage interest deduction may be Home mortgage interest and points. If you didn't use all of your home mortgage loan(s) to buy, build, or improve your home, see instructions and check this box. . .....0 a Home mortgage interest and points reported to you on Form imited (see bHome mortgage interest not reported to you on Form 1098. If paid to the person from whom you bought the home, see instructions and show that person's name, identifying no., and address 8b CPoints not reported to you on Form 1098. See instructions for d Reserved 8d 9 Investment interest. Attach Form 4952 if required. See 10 Add lines 8e and 9 10 Gifts to Charity If you made a 11 Gifts by cash or check. If you made any gift of $250 or more, 12 Other than by cash or check. If any gift of $250 or more, see instructions. You must attach Form 8283 if over $500 ...12 Carryover from prior year .. and got a benefit for it, see instructions. ...13 14 Add lines 11 th 13 Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified om see 1 Theft Losses disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See instructions Other Itemized Deductions Total Itemized 16 Other-from list in instructions. List type and amount 16 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on Deductions 18 If you elect to itemize deductions even though they are less than your standard deduction, check here For Paperwork Reduction Act Notice, see the Instructions for Form 1040. Cat. No. 17145C Schedule A (Form 1040) 2018 SCHEDULE B (Form 1040) Department of the T OMB No. 1545-0074 Interest and Ordinary Dividends 2018 Sequence No. 08 Go to www.irs.govlScheduleB for instructions and the latest information. Attach to Form 1040. Internal Revenue Service Name(s) shown on return Your social security number Part I 1 List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer's social security number and address Interest See instructions and the Form 1040, line 2b.) Note: If you received a Form 1099-INT, Form 099-OID, or substitute statement from a brokerage firm, list the firm's name as the payer and enter the total interest shown on that 3 Excludable interest on series EE and I U.S. savings bonds issued after 1989. 4 Subtract line 3 from line 2. Enter the result here and on Form 1040, line 2b 5 List name of payer Attach Form 8815... 3 Note: If line 4 is over $1 Amount Part III Part Il Ordinary Dividends See instructions and the Form 1040, line 3b.) 5 Note: If you received a Form 099-DIV or substitute statement from a brokerage firm, list the firm's name as the payer and enter the ordinary dividends shown on that form. 6 Add the amounts on line 5. Enter the total here and on Form 1040, line 3b Note: If line 6 is over $1 PartIYou must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) hada Yes No foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust Foreign Accounts and Trusts 7a At any time during 2018, did you have a financial interest in or signature authority over a financial account (such as a bank account, securities account, or brokerage account) located in a foreign country? See i If "Yes," are you required to file FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114 and its instructions for filing requirements and exceptions to those requirements . . . . . . b If you are required to file FinCEN Form 114, enter the name of the foreign country where the financial account is located During 2018, did you receive a distribution from, or were you the grantor of, or transferor to, a 8 trust? If "Yes, have to file Form 3520. See instructions For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 17146N Schedule B (Form 1040) 2018 Supplemental Income and Loss From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.) Attach to Form 1040, 1040NR, or Form 1041 Go to www.irs.govlScheduleE for instructions and the latest information. 2 Income or Loss From Rental Real Estate and Royalties Note: If you are in the business of renting personal property, use Schedule C or C-EZ (see instructions). If you are an individual, report farm rental income or loss from Form 4835 on page 2, line 40 A Did you make any payments in 2018 that would require you to file Form(s) 1099? (see instructions) . ...Yes No B If "Yes," did you or will you file re ured Forms 1099? 1b Type of Property 2 For each rental real estate property listed Fair RentalPersonal Use above, report the number of fair rental and only if you meet the requirements to file as a qualified joint venture. See instructions. B 1 Single Family Residence 2 Multi-Family Residence 3 Vacation/Short-Term Rental 5 Land 4 6 7 Cleaning and maintenance . 8 Commissions. 10 12 . Legal and other professional fees...... . Mortgage interest paid to banks, etc. (see instructions) 12 16 Taxes 17 Utilities. . ..17 20 21 Total expenses. Add lines 5 through19 . . 20 Subtract line 20 from line 3 (rents) and/or 4 (royalties). If result is a (loss), see instructions to find out if you must 5 22 Deductible rental real estate loss after limitation, if any, on Form 8582 (see instructions) 22 23a Total of all amounts reported on line 3 for all rental properties.. b Total of all amounts reported on line 4 for all royalty properties .. . 23b c Total of all amounts reported on line 12 for all properties . 23c d Total of all amounts reported on line 18 for all properties ...23d e Total of all amounts reported on line 20 for all properties .. 23e . 24 Income. Add positive amounts shown on line 21. Do not include any losses... 24 25 Losses. Add royalty losses from line 21 and rental real estate losses from line 22. Enter total losses here 25 26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter the result 3 here. If Parts I1, II, IV, and line 40 on page 2 do not apply to you, also enter this amount orn Schedule 1 (Form 1040), line 17, or Form 1040NR, line 18. Otherwise, include this amount in the For Paperwork Reduction Act Notice. see the separate instructions. Safe, FAST! Visit the IRS website at www.irs.govlefile 123-45-6789 OMB No. 1545-0008 b Employer identification number (EIN 86-7526611 c Employer's name, address, and ZIP code 245, 000.0 128,400.00 245, opo.00 44,607.68 7,960.80 3,552.50 Persephone Hospital 9376 Gala Avenue Peoria, AZ 85378 5 Medicare and tips 6 Medicare tax withheld 7 Social security 8 Allocated tips d Control number 9 Verification 10 Dependent care benefits e Employee's first name and initial Last name Suff. 11 Nonqualified 12a See instructions for box 12 Simon Tam 1996 Serenity Lane Peoria, AZ 85383 12b 14 Other 12c 12d f Employee's address and ZIP code 5 State Employer's state ID number 6 State wages, tips, etc. 17 State income tax 18 Local w ips, etc. 19 Local income tax 20 Locality name Wage and Tax 2016 Department of the Treasury-Internal Revenue Service Statement Form Copy B-To Be Filed With Employee's FEDERAL Tax Return. This information is being furnished to the Internal Revenue Service 1040 2018 Department of the Treasury-Internal Revenue Service U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. Filing status Single Married filing jointly Married filing separately Head of household Qualifying widow(er) Your first name and initial Last name Your social security number Your standard deduction: Someone can claim you as a dependent If joint return, spouse's first name and initial You were bom before January 2, 1954 You are blind Last name Spouse's social security number Spouse standard deduction:Someone can claim your spouse as a dependent Spouse was born before January 2, 1954 Full-year health care coverage Spouse is blind Spouse itemizes on a separate return or you were dual-status alien or exempt (see inst.) Home address (number and street). If you have a P.O. box, see instructions. City, town or post office, state, and ZIP code. If you have a foreign address, attach Schedule 6. Dependents (see instructions) Apt. no. Presidential Election Campaign (see inst.) You Spouse If more than four dependents, see inst. and here (2) Social security number (3) Relationship to you (4) if qualifies for (see inst.): Child tax credit Credit for other dependents (1) First name Last name Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge Here Joint return? See instructions. Keep a copy for your records. If the IRS sent you an ldentity Protection PIN, enter it here (see inst Your signature Spouse's signature. If a joint return, both must sign. Date Preparer's name Date Your occupation Spouse's occupation If the IRS sent you an ldentity Protection PIN, enter it here (see inst PTIN Preparer's signature Firm's EIN Check if Paid 3rd Party Designee Self-employed Preparer Use Only Firm's name Phone no Firm's address Form 1040 (2018 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11320B Taxable Income Workpapers Student Name Date STEP 1: Calculate Gross Income Salaries and Wages Interest Dividends IRAs, pensions, and annuities Social security benefits 0 Total Income STEP 2: Calculate AGI Taxable refunds, credits, or offsets of state and local income taxe:s Alimony received Business income or (loss) from Schedule C Capital gain (or loss) from Schedule D Other gains (or losses) from 4797 Rental real estate, royalties, pships, S corps, trusts, etc from Schedule E Farm income or (loss) from Schedule F Unemployment compensation Other income 7349 7349 Total additional income Educator expenses Certain business expenses from Form 2106 Health savings account deduction from Form 8889 Moving expenses for Amed Forces members from Form 3903 Deductible self-employment tax from Schedule SE Self-employed SEP, SIMPLE, and qualified plans Self-employed health insurance deduction Penalty on early withdrawal of savings IRA deduction Student loan interest deduction Total adjustments to income 0 7349 Adjusted Gross Income STEP 3: Calculate Itemized/Standard Deduction Itemized Deductions Medical Expenses State and local income taxes or general sales taxes State and local real estate taxes State and local personal property taxes Other taxes Home mortgage interest and points from Form 1098 Home mortgage interest not from Form 1098 Points not reported to you on Form 1098 Investment interest Gifts by cash or check Gifts by other than cash or check Carryover from prior year Casualty and theft losses from Form 4684 Other itemized deductions Total Itemized Deductions Standard Deduction Below-the-line Deductions for Return STEP 4: Calculate Section 199A Deduction Section 199A Deduction 7349 Taxable Income Ordinary taxable income Capital taxable income Tax Calculation Workpapers Student Name Date Tax on ordinary income Ordinary taxable income 0 Bracket floor Excess taxable income 0 Marginal rate Marginal tax 0 Cumulative tax Total tax on ordinary income 0 Tax on preferential items Capital taxable income 0 0.15 0 Preferential rate (15%) Total tax on capital income 0 Tax Liability Prepayments Federal withholding W-2s 1099-INT 1099-DIV Total Payments Amount due (Refund) SCHEDULE 1 (Form 1040) Department of the Treasury OMB No. 1545-0074 Additional Income and Adjustments to Income 2018 Attach to Form 1040. Go to www.irs.gov/Form1040 for instructions and the latest information. Attachment uence No.01 Internal Revenue Service Name(s) shown on Form 1040 Your social security number Additional 1-9b Reserved .. Income . 1-9b 10 Taxable refunds, credits, or offsets of state and local income taxes . ...10 Alimony received. 11 12 Business income or (loss). Attach Schedule C or C-EZ . .. 12 13 Capital gain or (loss). Attach Schedule D if required. If not required, check here13 14 Other gains or (losses). Attach Form 4797. . 14 16a Reserved 16b 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 17 18 Farm income or (loss). Attach Schedule F... .. 18 19 Unemployment compensation 19 20a Reserved 20b 21 22 21 Other income. List type and amount Combine the amounts in the far right column. If you don't have any adjustments to income, enter here and include on Form 1040, line 6. Otherwise, go to line 23 to Income24 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106.. 24 Health savings account deduction. Attach Form 8889 Moving expenses for members of the Armed Forces Attach Form 3903 25 26 25 26 27 Deductible part of self-employment tax. Attach Schedule SE 27 28 Self-employed SEP, SIMPLE, and qualified plans .. 28 29 Self-employed health insurance deduction 29 30 Penalty on early withdrawal of savings.... 30 31a Alimony paid b Recipient's SSN 35 Reserved 36 Add lines 23 through 35 35 36 For Paperwork Reduction Act Notice, see your tax return instructions Cat. No. 71479F Schedule 1 (Form 1040) 2018 SCHEDULE A (Form 1040) Itemized Deductions OMB No. 1545-0074 2018 07 Go to www.irs.gov/ScheduleA for instructions and the latest information. Attach to Form 1040. Department of the Treasury Internal Revenue Service (9 Caution: If you are claiming a net qualified disaster loss on Form 4684 , see the instructions for line 16. Name(s) shown on Form 1040 Attachment Your social security number Medical an Dental Caution: Do not include expenses reimbursed or paid by others. Medical and dental expenses (see instructions) 2 Enter amount from Form 1040, line 72 . - 3 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0 5 State and local taxes. 4 Taxes You Paid a State and local income taxes or general sales taxes. You may include either income taxes or general sales taxes on line 5a, but not both. If you elect to include general sales taxes instead Of income taxes, check this box . . . . . . . .. 5a b State and local real estate taxes (see instructions). . 5b State and local personal property taxes....... 5c e Enter the smaller of line 5d or $10,000 ($5,000 if married filing 6 Other taxes. List type and amount 7 Add lines 5e and 6 8 7 Interest You Paid Caution: Your mortgage interest deduction may be Home mortgage interest and points. If you didn't use all of your home mortgage loan(s) to buy, build, or improve your home, see instructions and check this box. . .....0 a Home mortgage interest and points reported to you on Form imited (see bHome mortgage interest not reported to you on Form 1098. If paid to the person from whom you bought the home, see instructions and show that person's name, identifying no., and address 8b CPoints not reported to you on Form 1098. See instructions for d Reserved 8d 9 Investment interest. Attach Form 4952 if required. See 10 Add lines 8e and 9 10 Gifts to Charity If you made a 11 Gifts by cash or check. If you made any gift of $250 or more, 12 Other than by cash or check. If any gift of $250 or more, see instructions. You must attach Form 8283 if over $500 ...12 Carryover from prior year .. and got a benefit for it, see instructions. ...13 14 Add lines 11 th 13 Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified om see 1 Theft Losses disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See instructions Other Itemized Deductions Total Itemized 16 Other-from list in instructions. List type and amount 16 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on Deductions 18 If you elect to itemize deductions even though they are less than your standard deduction, check here For Paperwork Reduction Act Notice, see the Instructions for Form 1040. Cat. No. 17145C Schedule A (Form 1040) 2018 SCHEDULE B (Form 1040) Department of the T OMB No. 1545-0074 Interest and Ordinary Dividends 2018 Sequence No. 08 Go to www.irs.govlScheduleB for instructions and the latest information. Attach to Form 1040. Internal Revenue Service Name(s) shown on return Your social security number Part I 1 List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer's social security number and address Interest See instructions and the Form 1040, line 2b.) Note: If you received a Form 1099-INT, Form 099-OID, or substitute statement from a brokerage firm, list the firm's name as the payer and enter the total interest shown on that 3 Excludable interest on series EE and I U.S. savings bonds issued after 1989. 4 Subtract line 3 from line 2. Enter the result here and on Form 1040, line 2b 5 List name of payer Attach Form 8815... 3 Note: If line 4 is over $1 Amount Part III Part Il Ordinary Dividends See instructions and the Form 1040, line 3b.) 5 Note: If you received a Form 099-DIV or substitute statement from a brokerage firm, list the firm's name as the payer and enter the ordinary dividends shown on that form. 6 Add the amounts on line 5. Enter the total here and on Form 1040, line 3b Note: If line 6 is over $1 PartIYou must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) hada Yes No foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust Foreign Accounts and Trusts 7a At any time during 2018, did you have a financial interest in or signature authority over a financial account (such as a bank account, securities account, or brokerage account) located in a foreign country? See i If "Yes," are you required to file FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114 and its instructions for filing requirements and exceptions to those requirements . . . . . . b If you are required to file FinCEN Form 114, enter the name of the foreign country where the financial account is located During 2018, did you receive a distribution from, or were you the grantor of, or transferor to, a 8 trust? If "Yes, have to file Form 3520. See instructions For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 17146N Schedule B (Form 1040) 2018 Supplemental Income and Loss From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.) Attach to Form 1040, 1040NR, or Form 1041 Go to www.irs.govlScheduleE for instructions and the latest information. 2 Income or Loss From Rental Real Estate and Royalties Note: If you are in the business of renting personal property, use Schedule C or C-EZ (see instructions). If you are an individual, report farm rental income or loss from Form 4835 on page 2, line 40 A Did you make any payments in 2018 that would require you to file Form(s) 1099? (see instructions) . ...Yes No B If "Yes," did you or will you file re ured Forms 1099? 1b Type of Property 2 For each rental real estate property listed Fair RentalPersonal Use above, report the number of fair rental and only if you meet the requirements to file as a qualified joint venture. See instructions. B 1 Single Family Residence 2 Multi-Family Residence 3 Vacation/Short-Term Rental 5 Land 4 6 7 Cleaning and maintenance . 8 Commissions. 10 12 . Legal and other professional fees...... . Mortgage interest paid to banks, etc. (see instructions) 12 16 Taxes 17 Utilities. . ..17 20 21 Total expenses. Add lines 5 through19 . . 20 Subtract line 20 from line 3 (rents) and/or 4 (royalties). If result is a (loss), see instructions to find out if you must 5 22 Deductible rental real estate loss after limitation, if any, on Form 8582 (see instructions) 22 23a Total of all amounts reported on line 3 for all rental properties.. b Total of all amounts reported on line 4 for all royalty properties .. . 23b c Total of all amounts reported on line 12 for all properties . 23c d Total of all amounts reported on line 18 for all properties ...23d e Total of all amounts reported on line 20 for all properties .. 23e . 24 Income. Add positive amounts shown on line 21. Do not include any losses... 24 25 Losses. Add royalty losses from line 21 and rental real estate losses from line 22. Enter total losses here 25 26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter the result 3 here. If Parts I1, II, IV, and line 40 on page 2 do not apply to you, also enter this amount orn Schedule 1 (Form 1040), line 17, or Form 1040NR, line 18. Otherwise, include this amount in the For Paperwork Reduction Act Notice. see the separate instructions