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Please complete schedule B for the Taxpayers. The information is found on the organizer pages. They have no foreign bank accounts. Personal Information 3 2020

Please complete schedule B for the Taxpayers.

The information is found on the organizer pages.

They have no foreign bank accounts.

image text in transcribedimage text in transcribedimage text in transcribed

Personal Information 3 2020 Taxpayer: 123-45-6789 Social Security Number Joseph A Firat Name and Manager Occupation Taxpayer Last Name 04/01/1960 Date of Birth Day Datel Death Day Does notre Driver's UGG or Side- id D Number State Espiration Du Moumissue Date Mo/Dom No Identification Driver's Statised Spouse: 987-65-4321 Social Security Blumber Jane B First Names and wil Self Employed Docupation Taxpayer Last Name 3/11/1967 Date of birth Mom Date of Death Mow/ Downtown Driver's Listuled Number Expiration Date MD Date Cam Drivers Suedo Naldication Contact Information: 1806 S Neil Street Street Address Champaign City IL State Aputant Number 61820 ZP or Fow Code Foreign Province of County Foreign County Taxpayer Dwyima rahe Tagay ng Home Phone Tapayer Foreign Pone Turper For Number Spouse Deyime Work Phone Spousevaring Home Phone Spouse Forsion Phone Nous Gell Phone SNUD Tapa Email Address Bu Email Address Praternad Method of Contact Yes No May the IRS or other taxing authority discuss the return with the preparer? la the taxpayer claimed as a dependent on someone else's tax return? Spouse Taxpayer Yes No Yes No X X Are you considered legally blind per IRS regulations? Do you want to contribute to the Presidential Election Campaign Fund? Are you a U.S. citizen or Green Card holder? Personal Identification Numbers: Code - 1 . Issued by IRS 2. Hoved by Stato or City TS State City Code PIN Tax Organizer Legend: Throughout the tax organizer, you will find columns with the heading "TS.P.Enter "T" for taxpayers for US or J" for joint Workahoota: Basic Duto > General and Return Options > Processing Options 000151 06-01-20 Forms 1, 1A and 2 Interest Income 5A 2020 Interest Information: Include copies of all Forms 1099-INT or other documents for interest received Tax-Exempt Interest Code: 1 - 1099-INT 2 - Private Activity Bond 3 - Both TSJ Interest Income U.S. Bonds and Obligations Code Tax-Exempt Interest 2019 Interest Amount Name of Payer BankChampaign Busey Bank Chase First Federal Wells Fargo 36.72 27.95 41.63 47.35 3 1147.55 Total Seller-Financed Mortgage Interest Information: Name of individual from whom Identification Mortgage Interest Was Received Number of individual 2020 Interest Amount 2019 Interest Amount Address of Individual from Whom Mortgage Interest Was Received Enter Any Additional Information: Note: List all items sold during the year on Form 7. 00011 04-01-20 Worksheet: Interest Form IRS-1000INT Dividend Income 5B 2020 Dividend Information: Include copies of all Forms 1099-DIV or other documents for dividends received TSJ Name of Payer Box 20 U.S. Bond Interest Total Capital Amount or Gain Distribution Percent in Box 1a 2197.63 AG Edwards Chase Pershing Raymond James Wells Fargo Box ta Box 1b Total Ordinary Qualified Dividends Dividends 4655.76 4335.73 988.52 935.88 3588.47 3197.63 749.88 749.88 3982.73 3244.95 1447.96 2837.61 A B CLS D EU F G H 1 J K L M N Total Tax Exempt Interest Code: 11099 DIV 2 - Private Activity Bonds 3. Both Code Tax-Exempt Interest 2019 Gross Dividends Amount A B OouI G H 1 J K L M N Total Enter Any Additional Information: AG Edwards foreign tax withheld from dividends 344 Note: List all items sold during the year on Form 7. 000152 04-01-20 Worksheet: Dividends Form IRS 10990IV Personal Information 3 2020 Taxpayer: 123-45-6789 Social Security Number Joseph A Firat Name and Manager Occupation Taxpayer Last Name 04/01/1960 Date of Birth Day Datel Death Day Does notre Driver's UGG or Side- id D Number State Espiration Du Moumissue Date Mo/Dom No Identification Driver's Statised Spouse: 987-65-4321 Social Security Blumber Jane B First Names and wil Self Employed Docupation Taxpayer Last Name 3/11/1967 Date of birth Mom Date of Death Mow/ Downtown Driver's Listuled Number Expiration Date MD Date Cam Drivers Suedo Naldication Contact Information: 1806 S Neil Street Street Address Champaign City IL State Aputant Number 61820 ZP or Fow Code Foreign Province of County Foreign County Taxpayer Dwyima rahe Tagay ng Home Phone Tapayer Foreign Pone Turper For Number Spouse Deyime Work Phone Spousevaring Home Phone Spouse Forsion Phone Nous Gell Phone SNUD Tapa Email Address Bu Email Address Praternad Method of Contact Yes No May the IRS or other taxing authority discuss the return with the preparer? la the taxpayer claimed as a dependent on someone else's tax return? Spouse Taxpayer Yes No Yes No X X Are you considered legally blind per IRS regulations? Do you want to contribute to the Presidential Election Campaign Fund? Are you a U.S. citizen or Green Card holder? Personal Identification Numbers: Code - 1 . Issued by IRS 2. Hoved by Stato or City TS State City Code PIN Tax Organizer Legend: Throughout the tax organizer, you will find columns with the heading "TS.P.Enter "T" for taxpayers for US or J" for joint Workahoota: Basic Duto > General and Return Options > Processing Options 000151 06-01-20 Forms 1, 1A and 2 Interest Income 5A 2020 Interest Information: Include copies of all Forms 1099-INT or other documents for interest received Tax-Exempt Interest Code: 1 - 1099-INT 2 - Private Activity Bond 3 - Both TSJ Interest Income U.S. Bonds and Obligations Code Tax-Exempt Interest 2019 Interest Amount Name of Payer BankChampaign Busey Bank Chase First Federal Wells Fargo 36.72 27.95 41.63 47.35 3 1147.55 Total Seller-Financed Mortgage Interest Information: Name of individual from whom Identification Mortgage Interest Was Received Number of individual 2020 Interest Amount 2019 Interest Amount Address of Individual from Whom Mortgage Interest Was Received Enter Any Additional Information: Note: List all items sold during the year on Form 7. 00011 04-01-20 Worksheet: Interest Form IRS-1000INT Dividend Income 5B 2020 Dividend Information: Include copies of all Forms 1099-DIV or other documents for dividends received TSJ Name of Payer Box 20 U.S. Bond Interest Total Capital Amount or Gain Distribution Percent in Box 1a 2197.63 AG Edwards Chase Pershing Raymond James Wells Fargo Box ta Box 1b Total Ordinary Qualified Dividends Dividends 4655.76 4335.73 988.52 935.88 3588.47 3197.63 749.88 749.88 3982.73 3244.95 1447.96 2837.61 A B CLS D EU F G H 1 J K L M N Total Tax Exempt Interest Code: 11099 DIV 2 - Private Activity Bonds 3. Both Code Tax-Exempt Interest 2019 Gross Dividends Amount A B OouI G H 1 J K L M N Total Enter Any Additional Information: AG Edwards foreign tax withheld from dividends 344 Note: List all items sold during the year on Form 7. 000152 04-01-20 Worksheet: Dividends Form IRS 10990IV

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