COVER PAGE. Filing Checklist for 2013 Tax Return Filed On Standard Forms. Prepared on: 01/30/ :52:47 am

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1 COVER PAGE Filing Checklist for 23 Tax Return Filed On Standard Forms Prepared on: /3/24 9:52:47 am Return: C:\Users\Smokey\Desktop\Tax\23 Whittenburg\Ch. 8\Robert Ramos 23 Tax Return.T3 To file your 23 tax return, simply follow these instructions: Step. Sign and date the return If your return is signed by a representative for you, you must have a power of attorney attached that specifically authorizes the representative to sign your return. To do this, you can use Form 2848, Power of Attorney and Declaration of Representative. Step 2. Assemble the return These forms should be assembled behind Form 4 --U.S. Individual Income Tax Return - Schedule A - Schedule B - Schedule D - - Form 8949 Staple these documents to the front of the first page of the return: Form W-2: Wage and Tax Statement st Step 3. Mail the return Mail the return to this address: Department of the Treasury Internal Revenue Service Fresno, CA We recommend that you use one of these IRS-approved methods to send your return. Retain the proof of mailing to avoid a late filing penalty: - U.S. Postal Service certified mail. - DHL Same Day Service. - FedEx Priority Overnight, Standard Overnight, 2Day, International Priority, or International First. - United Parcel Service Next Day Air, Next Day Air Saver, 2nd Day Air, 2nd Day Air A.M., Worldwide Express Plus, or Worldwide Express. Step 4. Keep a copy Print a second copy of the return for your records. We recommend that you also print and retain these supporting forms, which don't need to be sent to the IRS: - - Background Worksheet - - Last Year's Data Worksheet - - Form 99-INT/OID - - Form 99-DIV - - Home Mortgage Interest Worksheet - - Charitable Worksheet - - Capital Gains and Losses Worksheet 23 return information - Keep this for your records Here is some additional information about your 23 return. Keep this information with your records. You will need your 23 AGI to electronically sign your return next year. Quick Summary Income $83,285 Adjustments - $ Adjusted gross income $83,285 Deductions - $4,7 Exemption(s) - $3,9 Taxable income $64,685 Tax withheld or paid already $4,8 Actual tax due - $,88 Refund applied to next year - $

2 Refund $3,62 * Your long-term capital gains and qualifying dividends are taxed at a lower rate than your other income. As a result, your total federal tax is less than the tax shown on the IRS's Tax Table.

3 F or Department of the Treasury Internal Revenue Service (99) 4 U.S. Individual Income Tax Return 23 m OMB No IRS Use Only Do not write or staple in this space. For the year Jan. Dec. 3, 23, or other tax year beginning, 23, ending,2 See separate instructions. Your first name and initial Last name Your social security number If a joint return, spouse's first name and initial Last name Spouse's social security number Home address (number and street). If you have a P.O. box, see instructions Bay Dr. City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Monterey CA 9394 Filing Status Check only one box. Exemptions If more than four dependents, see instructions and check here Income Attach Form(s) W-2 here. Also attach Forms W-2G and 99-R if tax was withheld. If you did not get a W-2, see instructions. Adjusted Gross Income KIA 2 3 Single Married filing jointly (even if only one had income) Married filing separately. Enter spouse's SSN above and full name here. Head of household (with qualifying person). (See instr.) If the qualifying person is a child but not your dependent, enter this child's name here. 7 Wages, salaries, tips, etc. Attach Form(s) W a Taxable interest. Attach Schedule B if required b Tax-exempt interest. Do not include on line 8a b 9a Ordinary dividends. Attach Schedule B if required b Qualified dividends b 3 Capital gain or (loss). Attach Schedule D if required. If not required, check here Other gains or (losses). Attach Form a IRA distributions a b Taxable amount... 6a Pensions and annuities a b Taxable amount... 7 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E Farm income or (loss). Attach Schedule F Unemployment compensation a Social security benefits 2a b Taxable amount Other income. List type and amount _ 22 Combine the amounts in the far right column for lines 7 through 2. This is your total income 23 Educator expenses Penalty on early withdrawal of savings a Alimony paid b Recipient's SSN 32 IRA deduction Qualifying widow(er) with dependent child Boxes checked 6a Yourself. If someone can claim you as a dependent, do not check box 6a on 6a and 6b No. of children b Spouse on 6c who: (4) c Dependents: (2) Dependent's (3) Dependent's Vif child under age 7 () First name Last name social security number relationship to you 24 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 26 or 26-EZ Health savings account deduction. Attach Form Moving expenses. Attach Form Deductible part of self-employment tax. Attach Schedule SE Self-employed SEP, SIMPLE, and qualified plans Self-employed health insurance deduction a Apt. no. Foreign country name Foreign province/state/county Foreign postal code d Total number of exemptions claimed Taxable refunds, credits, or offsets of state and local income taxes Alimony received Business income or (loss). Attach Schedule C or C-EZ Student loan interest deduction Tuition and fees. Attach Form Domestic production activities deduction. Attach Form Add lines 23 through Subtract line 36 from line 22. This is your adjusted gross income For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. 4 5 qualifying for child tax credit (see instructions) Make sure the SSN(s) above and on line 6c are correct. Presidential Election Campaign Check here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change your tax or refund You Spouse 3,6 lived with you did not live with you due to divorce or separation (see instructions) Dependents on 6c not entered above Add numbers on lines above 7 8a 9a b 6b b , 5,885 3,6 5,8 83,285 83,285 Form 4 (23)

4 Form 4 (23) Tax and Credits Standard Deduction for People who check any box on line 39a or 39b or who can be claimed as a dependent, see instructions. All others: Single or Married filing separately, $6, Married filing jointly or Qualifying widow(er), $2,2 Head of household, $8,95 Other Taxes Payments If you have a qualifying child, attach Schedule EIC. Refund Direct deposit? See instructions. Amount You Owe Third Party Designee Sign Here Joint return? See instructions. Keep a copy for your records. Paid Preparer Use Only KIA 38 Amount from line 37 (adjusted gross income) a Check You were born before January 2, 949, Blind. Total boxes if: Spouse was born before January 2, 949, Blind. checked 39a b If your spouse itemizes on a separate return or you were a dual-status alien, check here 39b 4 Itemized deductions (from Schedule A) or your standard deduction (see left margin) Subtract line 4 from line Exemptions. If line 38 is $5, or less, multiply $3,9 by the number on line 6d. Otherwise, see instructions. 43 Taxable income. Subtract line 42 from line 4. If line 42 is more than line 4, enter Tax (see instructions). Check if any from: a Form(s) 884 b Form 4972 c Alternative minimum tax (see instructions). Attach Form Add lines 44 and Foreign tax credit. Attach Form 6 if required Credit for child and dependent care expenses. Attach Form Education credits from Form 8863, line Retirement savings contributions credit. Attach Form Child tax credit. Attach Schedule 882, if required Residential energy credits. Attach Form Other credits from Form: a 38 b 88 c Add lines 47 through 53. These are your total credits Subtract line 54 from line 46. If line 54 is more than line 46, enter Self-employment tax. Attach Schedule SE Unreported social security and Medicare tax from Form: 58 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required a Household employment taxes from Schedule H b First-time homebuyer credit repayment. Attach Form 545 if required Add lines 55 through 6. This is your total tax Federal income tax withheld from Forms W-2 and estimated tax payments and amount applied from 22 return a Earned income credit (EIC) b Nontaxable combat pay election b 65 Additional child tax credit. Attach Schedule Amount paid with request for extension to file Credit for federal tax on fuels. Attach Form Credits from Form: a 2439 b Reserved c 8885 d 7 72 Add lines 62, 63, 64a, and 65 through 7. These are your total payments If line 72 is more than line 6, subtract line 6 from line 72. This is the amount you overpaid... 74a Amount of line 73 you want refunded to you. If Form 8888 is attached, check here.... b Routing number c Type: Checking Savings d Account number 75 Amount of line 73 you want applied to your 24 estimated tax Amount you owe. Subtract line 72 from line 6. For details on how to pay, see instructions 77 Estimated tax penalty (see instructions) Do you want to allow another person to discuss this return with the IRS (see instructions)? Designee's 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. Your signature Date Your occupation Daytime phone number Spouse's signature. If a joint return, both must sign. Print/Type preparer's name Firm's name Firm's address Date Phone no. a 437 b Taxes from: a Form 8959 b Form 896 c Instructions; enter code(s) 6 66 American opportunity credit from Form 8863, line Reserved Excess social security and tier RRTA tax withheld Preparer's signature Spouse's occupation 64a Supermarket Manager Date Firm's EIN Phone no. 4, a 59b a 76 Yes. Complete below Personal indentification number (PIN) Page 2 83,285 4,7 68,585 3,9 64,685,88,88,88,88 4,8 3,62 3,62 No If the IRS sent you an Identity Protection PIN, enter it here (see inst.) PTIN Check if self-employed Form 4 (23)

5 SCHEDULE A (Form 4) Itemized Deductions Information about Schedule A and its separate instructions is at Department of the Treasury Internal Revenue Service (99) Attach to Form 4. Name(s) shown on Form 4 Medical and Dental Expenses Taxes You Paid Interest You Paid Note. Your mortgage interest deduction may be limited (see instructions). Gifts to Charity Caution. Do not include expenses reimbursed or paid by others. Medical and dental expenses (see instructions) Enter amount from Form 4, line ,285 3 Multiply line 2 by % (.). But if either you or your spouse was born before January 2, 949, multiply line 2 by 7.5% (.75) instead 4 Subtract line 3 from line. If line 3 is more than line, enter State and local (check only one box): a. Income taxes or 5 2, b. General sales taxes 6 Real estate taxes (see instructions) ,35 7 Personal property taxes Other taxes. List type and amount 8 9 Add lines 5 through Home mortgage interest and points reported to you on Form ,5 Home mortgage interest not reported to you on Form 98. If paid to the person from whom you bought the home, see instructions and show that person's name, identifying no., and address _ 2 Points not reported to you on Form 98. See instructions for special rules Mortgage insurance premiums (see instructions) 3 4 Investment interest. Attach Form 4952 if required. (See instructions) 4 5 Add lines through Gifts by cash or check. If you made any gift of $25 or more, see instructions Other than by cash or check. If any gift of $25 or more, see instructions. You must attach Form 8283 if over $ Carryover from prior year If you made a 7 gift and got a benefit for it, 8 see instructions. 9 Add lines 6 through Casualty and Theft Losses 2 Casualty or theft loss(es). Attach Form (See instructions.) Job Expenses 2 Unreimbursed employee expenses job travel, union dues, job education, etc. Attach Form 26 or 26-EZ if required. and Certain (See instructions.) Miscellaneous _ Deductions _ 2 22 Tax preparation fees Other expenses investment, safe deposit box, etc. List type and amount Add lines 2 through Enter amount from Form 4, line , Multiply line 25 by 2% (.2) , Subtract line 26 from line 24. If line 26 is more than line 24, enter Other 28 Other from list in instructions. List type and amount Miscellaneous Deductions 28 Total 29 Is Form 4, line 38, over $5,? Itemized No. Your deduction is not limited. Add the amounts in the far right column for lines 4 through 28. Also, enter this amount on Form 4, line Deductions Yes. Your deduction may be limited. See the Itemized Deductions 29 Worksheet in the instructions to figure the amount to enter. 3 If you elect to itemize deductions even though they are less than your standard deduction, check here OMB No Attachment Sequence No. 7 Your social security number,44 8,329 KIA For Paperwork Reduction Act Notice, see Form 4 instructions. Schedule A (Form 4) ,65,5 55 4,7

6 SCHEDULE B (Form 4A or 4) Department of the Treasury Internal Revenue Service Name(s) shown on return Part I Interest (99) Interest and Ordinary Dividends Attach to Form 4A or 4. Information about Schedule B (4A or 4) and its instructions is a OMB No Attachment Sequence No. 8 Your social security number List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see instructions and list Amount this interest first. Also, show that buyer's social security number and address Bank of America 5,885 (See instructions for Schedule B, and the instructions for Form 4A, or Form 4, line 8a.) Note: If you received a Form 99-INT, Form 99-OID, or substitute statement from a brokerage firm, list the firm's name as the payer and enter the total interest shown on that form. Part II Ordinary Dividends (See the instructions for Schedule B, and the instructions for Form 4A, or Form 4, line 9a.) 2 Add the amounts on line ,885 3 Excludable interest on series EE and I U.S. savings bonds issued after 989. Attach Form Subtract line 3 from line 2. Enter the result here and on Form 4A, or Form 4, line 8a ,885 Note: If line 4 is over $,5, you must complete Part III. Amount 5 List name of payer Arizona Public Service 3,6 5 Note: If you received a Form 99-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. Part III Foreign Accounts and Trusts 6 Add the amounts on line 5. Enter the total here and on Form 4A, or Form 4, line 9a Note. If line 6 is over $,5, you must complete Part III. You must complete this part if you (a) had over $,5 of taxable interest or ordinary dividends; (b) had a foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust. 7a At any time during 23, 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 instructions ,6 If Yes, are you required to file FinCEN Form 4, Report of Foreign Bank and Financial Accounts (FBAR), formerly TD F to report that financial interest or signature authority? See FinCEN Form 4 and its instructions for filing requirements and exceptions to those requirements... (See b If you are required to file FinCEN Form 4, enter the name of the foreign country where the financial account is located _ instructions.) 8 During 23, did you receive a distribution from, or were you the grantor of, or transferor to, a foreign trust? If "Yes," you may have to file Form 352. See instructions KIA For Paperwork Reduction Act Notice, see your tax return instructions. Schedule B (Form 4A or 4) 23 Yes No

7 SCHEDULE D (Form 4) Department of the Treasury Internal Revenue Service (99) Name(s) shown on return Capital Gains and Losses Short-Term Capital Gains and Losses Assets Held One Year or Less OMB No Attach to Form 4 or Form 4NR. Information about Schedule D and its separate instructions is at Attachment Use Form 8949 to list your transactions for lines b, 2, 3, 8b, 9, and. Sequence No. 2 Your social security number (d) Proceeds (sales price) (e) Cost (or other basis) (g) Adjustments to gain or loss from Form(s) 8949, Part I, line 2, column (g) 23 Part I See instructions for how to figure the amounts to enter on the lines below. This form may be easier to complete if you round off cents to whole dollars. a Totals for all short-term transactions reported on Form 99-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line b b Totals for all transactions reported on Form(s) 8949 with Box A checked Totals for all transactions reported on Form(s) 8949 with Box B checked Totals for all transactions reported on Form(s) 8949 with Box C checked (h) Gain or (loss) Subtract column (e) from column (d) and combine the result with column (g), 9,7 3 4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 678, and Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover Worksheet in the instructions Net short-term capital gain or (loss). Combine lines a through 6 in column (h). If you have any long-term capital gains or losses, go to Part II below. Otherwise, go to Part III on the next page ( ) 3 Part II Long-Term Capital Gains and Losses Assets Held More Than One Year See instructions for how to figure the amounts to enter on the lines below. This form may be easier to complete if you round off cents to whole dollars. 8a Totals for all long-term transactions reported on Form 99-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 8b 8b Totals for all transactions reported on Form(s) 8949 with Box D checked Totals for all transactions reported on Form(s) 8949 with Box E checked Totals for all transactions reported on Form(s) 8949 with Box F checked (d) Proceeds (sales price) (e) Cost (or other basis) (g) Adjustments to gain or loss from Form(s) 8949, Part I, line 2, column (g) Gain from Form 4797, Part I; long-term gain from Forms 2439 and 6252; and long-term gain or (loss). from Forms 4684, 678, and (h) Gain or (loss) Subtract column (e) from column (d) and combine the result with column (g) 2, 4,5 5,5 2 Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K- 2 3 Capital gain distributions. See the instructions Long-term capital loss carryover. Enter the amount, if any, from line 3 of your Capital Loss Carryover Worksheet in the instructions Net long-term capital gain or (loss). Combine lines 8a through 4 in column (h). Then go to Part III on page KIA For Paperwork Reduction Act Notice, see your tax return instructions. Schedule D (Form 4) ( ) 5,5

8 Schedule D (Form 4) 23 Page 2 Part III Summary 6 Combine lines 7 and 5 and enter the result ,8 If line 6 is a gain, enter the amount from line 6 on Form 4, line 3, or Form 4NR, line 4. Then go to line 7 below. If line 6 is a loss, skip lines 7 through 2 below. Then go to line 2. Also be sure to complete line 22. If line 6 is zero, skip lines 7 through 2 below and enter -- on Form 4, line 3, or Form 4NR, line 4. Then go to line Are lines 5 and 6 both gains? Yes. Go to line 8. No. Skip lines 8 through 2, and go to line Enter the amount, if any, from line 7 of the 28% Rate Gain Worksheet in the instructions Enter the amount, if any, from line 8 of the Unrecaptured Section 25 Gain Worksheet in the instructions Are lines 8 and 9 both zero or blank? Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Form 4, line 44 (or in the instructions for Form 4NR, line 42). Do not complete lines 2 and 22 below. No. Complete the Schedule D Tax Worksheet in the instructions. Do not complete lines 2 and 22 below. 2 If line 6 is a loss, enter here and on Form 4, line 3, or Form 4NR, line 4, the smaller of: The loss on line 6 or ($3,), or if married filing separately, ($,5) ( ) Note. When figuring which amount is smaller, treat both amounts as positive numbers. 22 Do you have qualified dividends on Form 4, line 9b, or Form 4NR, line b? Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Form 4, line 44 (or in the instructions for Form 4NR, line 42). No. Complete the rest of Form 4 and Form 4NR. KIA Schedule D (Form 4) 23

9 Form 8949 Department of the Treasury Internal Revenue Service (99) Name(s) shown on return Part I Sales and Other Dispositions of Capital Assets Information about Form 8949 and its separate instructions is at Short-Term. Transactions involving capital assets you held one 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) 99-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the total directly on Schedule D, line a; you are not required to report these transactions on Form 8949 (see instructions). OMB No File with your Schedule D to list your transactions for lines b, 2, 3, 8b, 9, and of Schedule D. Attachment Sequence No. 2A Social security number or taxpayer identification number Most brokers issue their own substitute statement instead of using Form 99-B. They also may provide basis information (usually your cost) to you on the statement even if it is not reported to the IRS. Before you check Box A, B, or C below, determine whether you received any statement(s) and, if so, the transactions for which basis was reported to the IRS. Brokers are required to report basis to the IRS for most stock you bought in 2 or later. 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, 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) 99-B showing basis was reported to the IRS (see Note above) (B) Short-term transactions reported on Form(s) 99-B showing basis was not reported to the IRS (C) Short-term transactions not reported to you on Form 99-B (a) Description of property (Example: sh. YZ Co.) (b) Date acquired (Mo., day, yr.) (c) Date sold or disposed (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) Code(s) from instructions (g) Amount of adjustment (h) Gain or (loss). Subtract column (e) from column (d) and combine the result with column (g) Green Co. Blue Co. 6//3 8/3/3 4, 4,5-5 3/2/3 9/22/3 6, 5,2 8 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 b (if Box A above is checked), line 2 (if Box B above is checked), or line 3 (if Box C above is checked)., 9,7 3 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 (23)

10 Form 8949 (23) Attachment Sequence No. 2A Page 2 Name(s) shown on return. (Name and SSN or taxpayer identification no. not required if shown on Page ) Part II Social security number or taxpayer identification number Most brokers issue their own substitute statement instead of using Form 99-B. They also may provide basis information (usually your cost) to you on the statement even if it is not reported to the IRS. Before you check Box D, E, or F below, determine whether you received any statement(s) and, if so, the transactions for which basis was reported to the IRS. Brokers are required to report basis to the IRS for most stock you bought in 2 or later. Long-Term. Transactions involving capital assets you held more than one year are long term. For short-term transactions, see page. Note. You may aggregate all long-term transactions reported on Form(s) 99-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the total directly on Schedule D, line 8a; you are not 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) 99-B showing basis was reported to the IRS (see Note above) (E) Long-term transactions reported on Form(s) 99-B showing basis was not reported to the IRS (F) Long-term transactions not reported to you on Form 99-B (a) Description of property (Example: sh. YZ Co.) (b) Date acquired (Mo., day, yr.) (c) Date sold or disposed (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) Code(s) from instructions (g) Amount of adjustment (h) Gain or (loss). Subtract column (e) from column (d) and combine the result with column (g) Red Co. White Co. Black Co. 2//3 /5/3 6, 2,5 3,5 5/2/2 /5/3 8, 5, 3, 9/5/2 //3 6, 7, -, 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 (if Box F above is checked) 2, 4,5 5,5 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. Form 8949 (23)

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