1065 Proformas

FOR TAX YEAR 2008

MICHELLE ARNOLD



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



MICHELLE ARNOLD



271-46-5939



Spouse

22 23 25 27 29



1 271-46-5939 MICHELLE ARNOLD 07-13-1956

Phone number DOD

8



SSN Mid init Suffix

4



R

6



First name Last name Date of birth Occupation



Mid init Suffix DOD

28



24 26



RETIRED

Extension

11 13 10 12 14



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Daytime Evening 1 1-1 Cell



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 54 55 43



4 INDIGO RUN DRIVE

45



Apt. no State

46



44



811

Resident state Resident city

49 48



HILTON HEAD ISLAND

50



SC



Zip



47



29926



SC



BEAUFORT

51 52



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



2210 code 2007 Fed tax 2007 State tax

64



63



Code 3 Code 4 Code 5



1

56



5864

65



1



2006

Federal deposit amount



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1 3 4



Y



State/City selection



2



A

RTN

6 7



State deposit amount Account number



Type of account

8



SUNTRUST BANK

DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



061000104 1000054946479

Federal deposit amount State/City selection

15



X

16 17



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund.



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Form W-2 - Wage and Tax Statement

TS

1 2



MICHELLE ARNOLD

Wages, tips, etc. S.S. wages

16



271-46-5939 2926

18 20 22 24 26



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



413

19 21 23 25



T

Employer's Federal I.D. Number

3



34-6000504



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



Employer's name, address, city, state, ZIP code

4



CITY OF CANTON

5



PO BOX 20230

6 7 8 9



Amount

28 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27



G

30 33 36



6100

31 34 37



39



W2 2-6



CANTON

Employee's name/address (if different)

10 11



OH



44701-0230

Other

42



X

43



MICHELLE R

12



ARNOLD

14 15



C

44



36

45



12d



4 INDIGO RUN DRIVE

13



HEALTH

46



48

47



HILTON HEAD ISLAND

State

48 49



SC

50



29926

State wages

51



State I.D. #



State tax

52



Local wages

53



Local taxes

54



Locality



OH

55 62 69 76 56 63 70



513181164



2926

57 64 71



81

58 65 72



9063

59 66 73 77



181

60 67 74



CANTON

61 68 75



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2



F



Wages, tips, etc. S.S. wages

3



16



9734

18



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



1179

19



T

Employer's Federal I.D. Number



9734

20



604

21



56-1459596



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



9734

22 24 26



141

23 25



Employer's name, address, city, state, ZIP code

4



WACHOVIA SHARED RESOURCES

5



AGENT WACHOVIA SECURITIES

6



Amount

28 31 34 37 29 32 35 38



Year



1525 WEST W T HARRIS BLVD NC 5717

7 8 9



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



CHARLOTTE

Employee's name/address (if different)

10 11



NC



28288-5717

Other

42 44 43 45 47



MICHELLE R

12



ARNOLD

14 15 46



12d



4 INDIGO RUN DRIVE

13



HILTON HEAD ISLAND

State

48 49



SC

50



29926

State wages

51



State I.D. #



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



SC

55 62 69 76 56 63 70



25247073



9734

57 64 71



566

58 65 72



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form W-2 - Wage and Tax Statement

TS

1 2



MICHELLE ARNOLD

Wages, tips, etc. S.S. wages

16



271-46-5939 7084

18



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



1073

19



T

Employer's Federal I.D. Number

3



7084

20



439

21



58-1907707



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



7084

22 24 26



103

23 25



Employer's name, address, city, state, ZIP code

4



COLLETON RIVE

5



PLANTATION CLUB INC

6 7 8 9



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



BLUFFTON

Employee's name/address (if different)

10 11



SC



29910

Other

42 44 43 45 47



MICHELLE R

12



ARNOLD

14 15 46



12d



4 INDIGO RUN DRIVE

13



HILTON HEAD ISLAND

State

48 49



SC

50



29926

State wages

51



State I.D. #



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



SC

55 62 69 76 56 63 70



25311573-9



7084

57 64 71



438

58 65 72



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2



F



Wages, tips, etc. S.S. wages

3



16



255

18



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



8

19



T

Employer's Federal I.D. Number



255

20



16

21



59-2389435



Medicare wages S.S. tips Advanced EIC Non-qual. plans



255

22 24 26



4

23 25



Employer's name, address, city, state, ZIP code

4



CHICOS FAS INC

5 6



Amount

28 31 34 37 29 32 35 38



Year



11215 METRO PARKWAY

7 8 9



Statutory employee

39



Retirement plan

40



12a 12b 12c



27 30 33 36



W2 2-6



FORT MYERS

Employee's name/address (if different)

10 11



FL



33966

Other

42 44 43 45 47



MICHELLE R

12



ARNOLD

14 15 46



12d



4 INDIGO RUN DRIVE

13



HILTON HEAD ISLAND

State

48 49



SC

50



29926

State wages

51



State I.D. #



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



SC

55 62 69 76 56 63 70



25228703-8



255

57 64 71



6

58 65 72



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form W-2 - Wage and Tax Statement

TS

1 2



MICHELLE ARNOLD

Wages, tips, etc. S.S. wages

16



271-46-5939 1946

18



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



198

19



T

Employer's Federal I.D. Number

3



1946

20



121

21



56-1459596



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



1946

22 24 26



28

23 25



Employer's name, address, city, state, ZIP code

4



WACHOVIA SHARED RESOURCES

5



AGENT WACHOVIA SECURITIES

6



Amount

28 31 34 37 29 32 35 38



Year



1525 WEST W T HARRIS BLVD NC 5717

7 8 9



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



CHARLOTTE

Employee's name/address (if different)

10 11



NC



28288-5717

Other

42 44 43 45 47



MICHELLE R

12



ARNOLD

14 15 46



12d



4 INDIGO RUN DRIVE

13



HILTON HEAD ISLAND

State

48 49



SC

50



29926

State wages

51



State I.D. #



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



SC

55 62 69 76 56 63 70



25247073



1946

57 64 71



99

58 65 72



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2



F



Wages, tips, etc. S.S. wages

3



16



1956

18



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



122

19



T

Employer's Federal I.D. Number



1956

20



121

21



56-1418107



Medicare wages S.S. tips Advanced EIC Non-qual. plans



1956

22 24 26



28

23 25



Employer's name, address, city, state, ZIP code

4



S M BRADFORD CO

5 6



Amount

28 31 34 37 29 32 35 38



Year



14 SPINNAKER COURT

7 8 9



Statutory employee

39



Retirement plan

40



12a 12b 12c



27 30 33 36



W2 2-6



HILTON HEAD ISLAND

Employee's name/address (if different)

10 11



SC



29928

Other

42 44 43 45 47



MICHELLE R

12



ARNOLD

14 15 46



12d



4 INDIGO RUN DRIVE

13



HILTON HEAD ISLAND

State

48 49



SC

50



29926

State wages

51



State I.D. #



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



SC

55 62 69 76 56 63 70



25198311-7



1956

57 64 71



74

58 65 72



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form 1099-R

TS

1



MICHELLE ARNOLD

Pension type

3



271-46-5939



T



F



2



S



Corrected

5



4



Payer's Federal ID number



31-1284478



1



Gross distribution



19



30200

20



2a Taxable amount Payer's name, address, city, state, ZIP code

6 7 8 9



2b Taxable amount not determined 3 Capital gain included in box 2a

23 21



OHIO PUBLIC EMPLOYEES RET SYSTEM 250 CIVIC CENTER DR COLUMBUS

Recipient's name and address (if different)



Total distribution 4 Federal tax withheld

24



22



10



11



OH

13



43215

5 Employee contributions or insurance 25 premium Distribution code

27



12 14 15



MICHELLE R



ARNOLD

7

16 17



6 Unrealized 26 appreciation 8 Other Percentage

30



4 INDIGO RUN DRIVE HILTON HEAD ISLAND

Account number (optional)



SC



29926



G



IRA/SEP



28



29



9a Your percent of total distribution 11 State

34 38 31



9b Total employee contribution

32



18



1099 2-7



10 State tax withheld 2007 2008

33 37



Payer's state no.

35 39



12 State distribution

36 40



13 Local tax withheld 2007 2008

41 45



14 City

42 46



Locality name

43 47



15 Local distribution

44 48



Special treatment for this distribution

49 50 51 52 53 54



Many states require Date of Retirement Date of retirement AL, AR, HI, KS, KY, LA OR, MI, NY, & UT may require this info Percent 56 Portion of 1099-R to exclude on state 58 Portion of 1099-R NOT qualifying for state exclusion For NY only Decedent's age

73 55



Is this 1099-R for disability? If so, reported as wages on line 7 of the 1040? Carry this entry to Form 5329 and compute 10% penalty Exclude from income - it is reported on Form 4972 Exclude from income - it is reported on Form 8606 Exclude from income - it was rolled-over into another qual plan



Amount

57



or

59



or



Simplified General Rule worksheet (worksheet will override line 2a) 2 3 Cost in plan at starting date plus any death benefit exclusion Age (or combined ages) at annuity starting date

62 60 61



Payments are for taxpayer's life and that of beneficiary (Check only if payments began after Nov 19, 1996)

63 64 65 67



4 5 6



Special rule computation: Number of monthly payments during 2008 (12 is assumed) If starting date after 1986, enter amount recovered tax free Annuity starting date:

66



Before November 19, 1996



After November 18, 1996 HSA Funding Distribution

74



Other Misc Items

68



Qualified Charitable Distributions

71



Was this 1099-R altered or handwritten?

69



Box 2 100% QCD up to $100,000

72



Box 2 100% HFD

75



Partial Rollover amount

70



Box 2 partial QCD up to $100,000



Box 2 partial HFD



1st year of Roth contribution



Insurance Premiums for Public Safety Officers

76



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



1099_R.LD



2008 Form 1099-R

TS

1



MICHELLE ARNOLD

Pension type

3



271-46-5939



T



F



2



S



Corrected

5



4



Payer's Federal ID number



31-0797516



1



Gross distribution



19



23678

20



2a Taxable amount Payer's name, address, city, state, ZIP code

6 7 8 9



23425

21 22



2b Taxable amount not determined 3 Capital gain included in box 2a

23



OHIO PUBLIC EMP RET SYS 277 EAST TOWN STREET COLUMBUS

Recipient's name and address (if different)



Total distribution 4 Federal tax withheld

24



10



11



OH

13



43215

5 Employee contributions or insurance 25 premium 253 Distribution code

27



2424

6 Unrealized 26 appreciation 8 Other IRA/SEP

28 29 30



12 14 15



MICHELLE R



ARNOLD

7

16 17



4 INDIGO RUN DRIVE HILTON HEAD ISLAND

Account number (optional)



Percentage



SC



29926



2



9a Your percent of total distribution 11 State

34 38 31



9b Total employee contribution

32



18



1099 2-7



10 State tax withheld 2007 2008

33 37



Payer's state no.

35 39



12 State distribution

36 40



13 Local tax withheld 2007 2008

41 45



14 City

42 46



Locality name

43 47



15 Local distribution

44 48



Special treatment for this distribution

49 50 51 52 53 54



Many states require Date of Retirement Date of retirement AL, AR, HI, KS, KY, LA OR, MI, NY, & UT may require this info Percent 56 Portion of 1099-R to exclude on state 58 Portion of 1099-R NOT qualifying for state exclusion For NY only Decedent's age

73 55



Is this 1099-R for disability? If so, reported as wages on line 7 of the 1040? Carry this entry to Form 5329 and compute 10% penalty Exclude from income - it is reported on Form 4972 Exclude from income - it is reported on Form 8606 Exclude from income - it was rolled-over into another qual plan



02-01-2007

Amount

57



or

59



or



Simplified General Rule worksheet (worksheet will override line 2a) 2 3 Cost in plan at starting date plus any death benefit exclusion Age (or combined ages) at annuity starting date

62 60 61



Payments are for taxpayer's life and that of beneficiary (Check only if payments began after Nov 19, 1996)

63 64 65 67



4 5 6



Special rule computation: Number of monthly payments during 2008 (12 is assumed) If starting date after 1986, enter amount recovered tax free Annuity starting date:

66



Before November 19, 1996



After November 18, 1996 HSA Funding Distribution

74



Other Misc Items

68



Qualified Charitable Distributions

71



Was this 1099-R altered or handwritten?

69



Box 2 100% QCD up to $100,000

72



Box 2 100% HFD

75



Partial Rollover amount

70



Box 2 partial QCD up to $100,000



Box 2 partial HFD



1st year of Roth contribution



Insurance Premiums for Public Safety Officers

76



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



1099_R.LD



2008 Form 1099-R

TS

1



MICHELLE ARNOLD

Pension type

3



271-46-5939



T



F



2



S



Corrected

5



4



Payer's Federal ID number



31-1284478



1



Gross distribution



19



550

20



2a Taxable amount Payer's name, address, city, state, ZIP code

6 7 8 9



550

21 22



2b Taxable amount not determined 3 Capital gain included in box 2a

23



OHIO PUBLIC EMPLOYEES RET SYSTEM 250 CIVIC CENTER DR COLUMBUS

Recipient's name and address (if different)



Total distribution 4 Federal tax withheld

24



10



11



OH

13



43215

5 Employee contributions or insurance 25 premium Distribution code

27



110

6 Unrealized 26 appreciation 8 Other IRA/SEP

28 29 30



12 14 15



MICHELLE R



ARNOLD

7

16 17



4 INDIGO RUN DRIVE HILTON HEAD ISLAND

Account number (optional)



Percentage



SC



29926



2



9a Your percent of total distribution 11 State

34 38 31



9b Total employee contribution

32



18



1099 2-7



10 State tax withheld 2007 2008

33



Payer's state no.

35 39



12 State distribution

36 40



4

37



13 Local tax withheld 2007 2008

41 45



14 City

42 46



Locality name

43 47



15 Local distribution

44 48



Special treatment for this distribution

49 50 51 52 53 54



Many states require Date of Retirement Date of retirement AL, AR, HI, KS, KY, LA OR, MI, NY, & UT may require this info Percent 56 Portion of 1099-R to exclude on state 58 Portion of 1099-R NOT qualifying for state exclusion For NY only Decedent's age

73 55



Is this 1099-R for disability? If so, reported as wages on line 7 of the 1040? Carry this entry to Form 5329 and compute 10% penalty Exclude from income - it is reported on Form 4972 Exclude from income - it is reported on Form 8606 Exclude from income - it was rolled-over into another qual plan



Amount

57



or

59



or



Simplified General Rule worksheet (worksheet will override line 2a) 2 3 Cost in plan at starting date plus any death benefit exclusion Age (or combined ages) at annuity starting date

62 60 61



Payments are for taxpayer's life and that of beneficiary (Check only if payments began after Nov 19, 1996)

63 64 65 67



4 5 6



Special rule computation: Number of monthly payments during 2008 (12 is assumed) If starting date after 1986, enter amount recovered tax free Annuity starting date:

66



Before November 19, 1996



After November 18, 1996 HSA Funding Distribution

74



Other Misc Items

68



Qualified Charitable Distributions

71



Was this 1099-R altered or handwritten?

69



Box 2 100% QCD up to $100,000

72



Box 2 100% HFD

75



Partial Rollover amount

70



Box 2 partial QCD up to $100,000



Box 2 partial HFD



1st year of Roth contribution



Insurance Premiums for Public Safety Officers

76



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



1099_R.LD



2008 Form 1099-R

TS

1



MICHELLE ARNOLD

Pension type

3



271-46-5939



T



F



2



Corrected

5



4



Payer's Federal ID number



13-5123390



1



Gross distribution



19



1628

20



2a Taxable amount Payer's name, address, city, state, ZIP code

6 7 8 9



1628

21 22



2b Taxable amount not determined 3

10 11



THE GUARDIAN LIFE INSURANCE CO 7 HANOVER SQUARE NEW YORK

Recipient's name and address (if different)



Total distribution 4 Federal tax withheld

24



Capital gain included in box 2a

23



NY

13



10004-2616

5 Employee contributions or insurance 25 premium Distribution code

27



12 14 15



MICHELLE R



ARNOLD

7

16 17



6 Unrealized 26 appreciation 8 Other Percentage

30



4 INDIGO RUN DRIVE HILTON HEAD ISLAND

Account number (optional)



SC



29926



7



IRA/SEP



28



29



9a Your percent of total distribution 11 State

34 38 31



9b Total employee contribution

32



18



1099 2-7



10 State tax withheld 2007 2008

33 37



Payer's state no.

35 39



12 State distribution

36 40



13 Local tax withheld 2007 2008

41 45



14 City

42 46



Locality name

43 47



15 Local distribution

44 48



Special treatment for this distribution

49 50 51 52 53 54



Many states require Date of Retirement Date of retirement AL, AR, HI, KS, KY, LA OR, MI, NY, & UT may require this info Percent 56 Portion of 1099-R to exclude on state 58 Portion of 1099-R NOT qualifying for state exclusion For NY only Decedent's age

73 55



Is this 1099-R for disability? If so, reported as wages on line 7 of the 1040? Carry this entry to Form 5329 and compute 10% penalty Exclude from income - it is reported on Form 4972 Exclude from income - it is reported on Form 8606 Exclude from income - it was rolled-over into another qual plan



Amount

57



or

59



or



Simplified General Rule worksheet (worksheet will override line 2a) 2 3 Cost in plan at starting date plus any death benefit exclusion Age (or combined ages) at annuity starting date

62 60 61



Payments are for taxpayer's life and that of beneficiary (Check only if payments began after Nov 19, 1996)

63 64 65 67



4 5 6



Special rule computation: Number of monthly payments during 2008 (12 is assumed) If starting date after 1986, enter amount recovered tax free Annuity starting date:

66



Before November 19, 1996



After November 18, 1996 HSA Funding Distribution

74



Other Misc Items

68



Qualified Charitable Distributions

71



Was this 1099-R altered or handwritten?

69



Box 2 100% QCD up to $100,000

72



Box 2 100% HFD

75



Partial Rollover amount

70



Box 2 partial QCD up to $100,000



Box 2 partial HFD



1st year of Roth contribution



Insurance Premiums for Public Safety Officers

76



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



1099_R.LD



2008 Sch B - Interest Income

TSJ

1



MICHELLE ARNOLD

4



271-46-5939



F



2 6



ST



3



City



2007 income

13



Tax exempt 8 interest Note



Interest 1 Income 14 PAB 9 interest



Name of 5 payer 7 Early withdrawal 8 U.S. gov't 9 Federal tax 10 Investment 2 penalty 3 interest 4 withheld 5 expenses 15 Nominee 16 Accrual 24 Res St municipal int 26 Other St municipal int 28 Other tax-exempt int interest interest included in Box 8 included in Box 8 included in Box 8



TSJ



1



T



F



2 6



ST 1

14



3



City



4 7



Name of 5 payer HUNTINGTON NATIONAL BANK

8 9 10



102

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9



T



F



2 6



ST 1

14



3



City



Name of 5 payer SUNTRUST BANK

8 9 10



161

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9



T



F



2 6



ST 1

14



3



City



Name of 5 payer FIRST CLEARING LLC

8 9 10



21

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



INT 2-8



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16



3

24



4

26



5

28 BINTS.LD



13



14



8



9



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch B - Dividend Income

TSJ

1



MICHELLE ARNOLD

4



271-46-5939



F



2 6



ST



3



City



Name of 5 payer



9 12 Total capital 15 Sec 1250 gain Ordinary Qualified 2007 qualified: 1a dividends 1b dividends 2a gain distribution 2b 25% rate 16 Sec 1202 gain 17 Collectibles 18 Federal income 19 Investment 27 28 30 US government 2c 14% rate 2d 28% gain 4 tax withheld 5 expenses % Nominee dividend Not taxable on ST dividends



2007 dividends:



TSJ



1



T



F



2 6



ST 1a

17



3



City



4



Name of 5 payer FIRST CLEARING LLC

9 12 15



2045

16



798

18 19 4



1b

27



2a

28



2b

30



2c TSJ

1



2d



4 ST

6 3



T



F



2



City



5 Name of 5 payer NATIONAL FINANCIAL SERVICES LLC

9 12 15



10

16 17



1a

18



7

19 4



1b

27



2a

28



2b

30



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



DIV 2-9



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 27



2a

28



2b

30 BDIVS.LD



16



17



2c



2d



4



5



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch A - Itemized Deductions

TSJ

1



MICHELLE ARNOLD

Force itemized

5



271-46-5939

Force standard

6 7 8



F



2



ST



3



City



4



Medical and Dental



1 Health insurance premiums Long term care premiums Number of medical miles before July 1 Number of medical miles after June 30 Other medical and dental expenses Total miles for 2007



9 10 11 12 13 14 15 16



Taxes



5 Income taxes General sales tax 6 Real estate Taxes that qualify for State Property Tax Credit 7 Personal property 8 Other

17 19



18 20 21



Interest You Paid



10 Home mortgage interest and points reported on Form 1098 11 No 1098 Name Address

22 24



SSN/EIN



23 25 26 27 28 29



A 3-1



Portion of lines 10 and 11 that is home equity interest 12 Points not reported on Form 1098 13 Qualified mortgage insurance premiums 14 Investment interest Gifts to Charity 16 Total gifts by cash or check Portion of line 16 for disaster relief 30% limitation Charitable miles Midwestern disaster relief miles before July 1 Midwestern disaster relief miles after June 30 17 Other than by cash or check Job Expenses and Most Other Misc Deductions 22 Tax preparation fees 23 Other expenses:

50 52 54 47 30 31 32 33 34 35 36 41 43 45



18 Carryover from prior year subject to: 50% limitation 30% limitation 30% limitation capital gain property 20% limitation

37 38 39 40



21 Unreimbursed employee expenses:



42 44 46 48 49



162

51 53 55 57 59 A.LD



Other Misc Deductions



28 Other not subject to 2% limit:



56 58



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form 3903 - Moving Expenses

TSJ

1



MICHELLE ARNOLD



271-46-5939



F



2



ST



3 4 5 6 7 8



Number of miles from OLD residence to NEW workplace Number of miles from OLD residence to OLD workplace 3903 11-1 1 Transportation & storage of household goods and personal effects 2 Travel & lodging expenses incurred during move 4 Amount of moving expenses reimbursed by employer

9 10 11



Military move Mileage test does not apply to this move If this is a move into a city that will allow the moving expenses to be deducted on the city return, enter the city code here



Form 8606 - Nondeductible IRAs

TSJ

1



T

4



F



2



ST



3



Part I - Traditional IRAs (nondeductible contributions, distributions, basis) You are covered by a pension plan at work

5



Total IRA contributions made for 2008 1 8606 11-2 2 4 6 7

11 12 13



5000

6 7 8 9 10



Total IRA contributions you choose to be non-deductible Basis of all IRAs as of 12/31/2008 (2007 Form 8606, line 14) Portion of line 1 that was made between 1/1/2009 and 4/17/2009 Total value of all your traditional, SEP, and SIMPLE IRAs as of 12/31/2008 (include any oustanding rollovers) Total distributions received from traditional, SEP, and SIMPLE IRAs during 2008 (Do not include amounts rolled over before 1/1/2009) Print address on form Print Form 8606 even if not needed Qualifies for IRA catch-up contribution due to bankrupt 401K



Form 8889 - Health Savings Accounts

TSJ 1

1



F



2



ST



3



Check the box to indicate your coverage under a high-deductible health plan.

4



Self only



5



Family

6 7 8 9 10 11 12 13 14 15 16 17 ADJ.LD



2 3 4 6 HSA 11-3 9 14a 7



HSA contributions made for 2008 Limit on contributions Contributions to Archer MSAs for 2008 If you and your spouse have separate HSA and are not splitting line 5 of Form 8889 evenly, enter the amount to claim here If you were age 55 or older at the end of 2008, married and your or your spouse had family coverage at any time during 2008, enter the additional contribution amount Employer contributions made to your HSAs for 2008 Total distributions from all HSAs for 2008



14b Distributions included on 14a that were rolled over 15 17a 18 19 Unreimbursed qualified medical expenses Amount excepted from the additional 10% tax Qualified HSA distribution Last-month rule



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form 1040-ES TSJ

1



Estimated Tax Payments for 2008 and Overrides for 2009



MICHELLE ARNOLD

44



271-46-5939



T



If you filed 1040ES for 2007 with a former spouse, enter that SSN here



Estimated Taxes DUE in 2009 Estimated Taxes Paid in 2008 Federal: Date Paid 2007 Overpayment 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter State/City:

3 5 7 9 11 2 4 6 8 10



Federal: ES Code Amount Paid Overpayment to 2009 Voucher 1 Voucher 2 Voucher 3 Voucher 4 Type: Date Paid

12 48 50 52 54 56 45



OP Code Estimate Amount

47 49 51 53 55 57



46



Overpayment



State/City:



Type:



ES Code 58



OP Code 59 Overpayment



Amount Paid

13



Estimate Amount Overpayment to 2009 Voucher 1 Voucher 2 Voucher 3 Voucher 4

61 63 65 67 69 60 62 64 66 68 70



ES 13-1



2007 Overpayment 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter State/City:

14 16 18 20 22



15 17 19 21



Type: Date Paid



23



State/City:



Type:



ES Code 71



OP Code 72 Overpayment



Amount Paid

24



Estimate Amount Overpayment to 2009 Voucher 1 Voucher 2 Voucher 3 Voucher 4

74 76 78 80 82 73 75 77 79 81 83



2007 Overpayment 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter State/City:

25 27 29 31 33



26 28 30 32



Type: Date Paid



34



State/City:



Type:



ES Code 84



OP Code 85 Overpayment



Amount Paid

35



Estimate Amount Overpayment to 2009 Voucher 1 Voucher 2 Voucher 3 Voucher 4

87 89 91 93 86 88 90 92 94



2007 Overpayment 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter

36 38 40 42



37 39 41 43



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



ES.LD



FOR TAX YEAR 2008

KRISTY BAKER



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



KRISTY BAKER



055-74-1229



Spouse

22 23 25 27 29



1 055-74-1229 KRISTY BAKER

DOD

8



SSN Mid init Suffix

4



L

6



First name Last name Date of birth Occupation



Mid init Suffix DOD

28



24 26



PHYSICIANS ASSISTANT

Phone number Extension

11 10 12 14



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Daytime Evening 1 1-1 Cell



239-273-7395 941-876-6197 239-273-7395



13



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 43



4960 21ST AVENUE SW

45



Apt. no State

46



44



NAPLES

50



FL



Zip



47



34116



Resident state Resident city

49



48



FL



COLLIER

51 52



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



1

54



1

55



2210 code 2007 Fed tax 2007 State tax

64



63



Code 3 Code 4 Code 5



1

56



14833

65



1



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount State/City selection

2



3 4



State deposit amount Account number

7



RTN

6



Type of account

8



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund. DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



Federal deposit amount State/City selection

15



16 17



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Adjustments

F

1



KRISTY BAKER

City

3



055-74-1229



ST



2



Description 23 Educator expenses 28 SEP and/or SIMPLE contributions KEOGH contributions to a "defined-contribution" plan KEOGH contributions to a "defined-benefit" plan 29 Self-employed health insurance deduction 30 Penalty on early withdrawal of savings 31 Alimony (name information for state use) 4 2-4

16 21



2007



Taxpayer

4 6 8 10 12 14



2008



2007



Spouse

5 7 9 11 13 15



2008



First name

17 22



Last name

18 23



SSN

19 24 26 28 20 25 27 29 31 33 35 37 39 41



32 Deductible IRA 33 Student loan interest deduction 34 Jury pay given to employer included in income above 36 Forestation or reforestation expenses Repaid sub-pay previously reported Contributions to section 501(c)(18) pension plan Expenses from casual rental of personal property Whistleblower fees Other (not eligible for EF if used) Description

42



2753

30 32 34 36 38 40



43



44 ADJ_CR.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form W-2 - Wage and Tax Statement

TS

1 2



KRISTY BAKER

Wages, tips, etc. S.S. wages

16



055-74-1229 80636

18



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



14211

19



T

Employer's Federal I.D. Number

3



80636

20



4999

21



20-2708645



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



80636

22 24 26



1169

23 25



Employer's name, address, city, state, ZIP code

4



THE PANDYA/KING GROUP P A

5



1656 MEDICAL BLVD - SUITE 302

6 7 8 9



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



NAPLES

Employee's name/address (if different)

10 11



FL



34110

Other

42 43



KRISTY L

12



BAKER

14 15



CONFERE

44 46



392

45 47



12d



4960 21ST AVENUE SW

13



NAPLES

State

48 55 62 69 76 49 56 63 70



FL

State I.D. #

50



34116

State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



80636

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2 3



F



Wages, tips, etc. S.S. wages Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee

8 9 39



16 18 20 22 24 26



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17 19 21 23 25



Employer's Federal I.D. Number



Employer's name, address, city, state, ZIP code

4 5 6 7



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



W2 2-6 Employee's name/address (if different)

10 12 13 14 15 11



Other

42 44 46 43 45 47



12d



State

48 55 62 69 76 49 56 63 70



State I.D. #

50 57 64 71



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch C

TSJ

1



KRISTY BAKER

F

2 6



055-74-1229

7



T



ST



3



City



4



PAN



5



A Profession/product C Business name E Street address City, State, ZIP



PHYSICIANS ASSISTANT

8 10 11 14 12 13 16 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47



B Bus. Code D Empl. ID No.



621399

9



F Accounting method if not cash: G H

17 18 19



Accrual



15



Other:



Did NOT materially participate in 2008 You started or acquired this business during 2008 You disposed of this business during 2008



Suppress Schedule C-EZ Statutory employee OR qualified joint venture Special tax treatment code 33 C o s t Inventory valuation method (if not Cost):

49 50



P a r t



I n c o m I e



1 Gross receipts or sales 2 Returns and allowances 6 Other income 8 Advertising 9 Car and truck expenses 10 Commissions and fees 11 Contract labor 12 Depletion 13 Depreciation 14 Employee benefits



1170



Lower of cost or market Other

51 52 53 54 55 56 57 59 61 63 65 67 69 71 73 89



P o a f r t G o I o I d I s



34 35 36 37



Change in method Beginning inventory Purchases - personal Cost of labor Materials and supplies Other costs Ending inventory



Yes



S o 38 l d 39 41

58



C 4-1 P a r t I I 15 Insurance E x 16 Interest - mortgage p e Interest - other n s e 17 Legal & professional services s 18 Office expense 19 Pensions/profit sharing 20 Rent - vehicle, machinery Rent - other 21 Repairs/maintenance 22 Supplies 23 Taxes and licenses 24 Travel Meals and entertainment 25 Utilities 26 Wages 32b

75 48



O t h 62 e P r 64 a r E t x 66 p V e 68 n s e 70 s

72



60



Family Health Coverage Regular tax Prior unallowed passive loss Prior unallowed passive 4797, Part 1 Prior unallowed passive 4797, Part 2 Depreciation adjustment (AMT)

90 91 92



Alternative minimum tax

93 94 95 96



Some investment is NOT at risk



P a r t



V e h 43 i c 44a l e



Force the mileage rate Date placed in service Business miles before July 1 Business miles after June 30

76



Total miles for 2007



77 78 79 80



45 46



Available when off duty Another vehicle available



Yes Yes Yes Yes



81 83 85 87



No 82 No No No

84 86 88 C.LD



I V I n f o



44b Commuting miles 44c Other miles



47a You have evidence 47b It is written



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form 3903 - Moving Expenses

TSJ

1



KRISTY BAKER



055-74-1229



F



2



ST



3 4 5 6 7 8



Number of miles from OLD residence to NEW workplace Number of miles from OLD residence to OLD workplace 3903 11-1 1 Transportation & storage of household goods and personal effects 2 Travel & lodging expenses incurred during move 4 Amount of moving expenses reimbursed by employer

9 10 11



Military move Mileage test does not apply to this move If this is a move into a city that will allow the moving expenses to be deducted on the city return, enter the city code here



Form 8606 - Nondeductible IRAs

TSJ

1



F



2



ST



3



Part I - Traditional IRAs (nondeductible contributions, distributions, basis)

4



You are covered by a pension plan at work

5 6 7 8 9 10



Total IRA contributions made for 2008 1 8606 11-2 2 4 6 7

11 12 13



Total IRA contributions you choose to be non-deductible Basis of all IRAs as of 12/31/2008 (2007 Form 8606, line 14) Portion of line 1 that was made between 1/1/2009 and 4/17/2009 Total value of all your traditional, SEP, and SIMPLE IRAs as of 12/31/2008 (include any oustanding rollovers) Total distributions received from traditional, SEP, and SIMPLE IRAs during 2008 (Do not include amounts rolled over before 1/1/2009) Print address on form Print Form 8606 even if not needed Qualifies for IRA catch-up contribution due to bankrupt 401K



Form 8889 - Health Savings Accounts

TSJ 1

1



F



2



ST



3



Check the box to indicate your coverage under a high-deductible health plan.

4



Self only



5



Family

6 7 8 9 10 11 12 13 14 15 16 17 ADJ.LD



2 3 4 6 HSA 11-3 9 14a 7



HSA contributions made for 2008 Limit on contributions Contributions to Archer MSAs for 2008 If you and your spouse have separate HSA and are not splitting line 5 of Form 8889 evenly, enter the amount to claim here If you were age 55 or older at the end of 2008, married and your or your spouse had family coverage at any time during 2008, enter the additional contribution amount Employer contributions made to your HSAs for 2008 Total distributions from all HSAs for 2008



14b Distributions included on 14a that were rolled over 15 17a 18 19 Unreimbursed qualified medical expenses Amount excepted from the additional 10% tax Qualified HSA distribution Last-month rule



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

VICKI BARRETT



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



VICKI BARRETT



340-48-6281



Spouse

22 23 25 27 29



1 340-48-6281 VICKI BARRETT 12-25-1953

Phone number DOD

8



SSN Mid init Suffix

4



W

6



First name Last name Date of birth Occupation



Mid init Suffix DOD

28



24 26



CLERICAL

Extension

11 13 10 12 14



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Daytime Evening 1 1-1 Cell



239-947-4472

Print on return

16



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 43



10630 WOOD IBIS AVE SE

45



Apt. no State

46



44



BONITA SPRINGS

50



FL



Zip



47



34135



Resident state Resident city

49



48



FL



LEE

51 52



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



1

54



1

55



2210 code 2007 Fed tax 2007 State tax

64



63



Code 3 Code 4 Code 5



1

56



2692

65



1



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount State/City selection

2



3 4



State deposit amount Account number

7



RTN

6



Type of account

8



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund. DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



Federal deposit amount State/City selection

15



16 17



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Form W-2 - Wage and Tax Statement

TS

1 2



VICKI BARRETT

Wages, tips, etc. S.S. wages

16



340-48-6281 28236

18



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



1758

19



T

Employer's Federal I.D. Number

3



28236

20



1751

21



20-0095053



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



28236

22 24 26



409

23 25



Employer's name, address, city, state, ZIP code

4



BAY HR, INC

5



3350 BUSCHWOOD PARK DR

6



Amount

28 31 34 37 29 32 35 38



Year



SUITE 200

7 8 9



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



TAMPA

Employee's name/address (if different)

10 11



FL



33618

Other

42 44 43 45 47



VICKI

12 13



BARRETT

14 15 46



12d



State

48 55 62 69 76 49 56 63 70



State I.D. #

50



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



28236

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2 3



F



Wages, tips, etc. S.S. wages Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee

8 9 39



16 18 20 22 24 26



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17 19 21 23 25



Employer's Federal I.D. Number



Employer's name, address, city, state, ZIP code

4 5 6 7



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



W2 2-6 Employee's name/address (if different)

10 12 13 14 15 11



Other

42 44 46 43 45 47



12d



State

48 55 62 69 76 49 56 63 70



State I.D. #

50 57 64 71



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

MICHAEL BAUM



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



MICHAEL BAUM



298-46-0371



Spouse

22 23 25 27 29



1 298-46-0371 MICHAEL BAUM 08-16-1949

Phone number DOD

8



SSN Mid init Suffix

4



H

6



First name Last name Date of birth Occupation



Mid init Suffix DOD

28



24 26



ACCOUNTANT

Extension

11 10 12 14



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Daytime Evening 1 1-1 Cell



239-398-8755 239-348-3012 239-398-8755



13



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



None

21



19



Presidential Campaign



20



Blind

42



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 43



3820 THIRD AVENUE NW

45



Apt. no State

46



44



Naples

50



FL



Zip



47



34120-2728



Resident state

49



48



FL



Collier

51 52



Resident city



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



1

54



B

59



1

55



2210 code 2007 Fed tax 2007 State tax

64



63



Code 3 Code 4 Code 5



1

56



5276

65



1



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount



3 4



Y



State/City selection



2



State deposit amount Account number

7



RTN

6



Type of account

8



SUNTRUST BANK

DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



061000104 1000058020354

Federal deposit amount State/City selection

15



X

16 17



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund.



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Form W-2 - Wage and Tax Statement

TS

1 2



MICHAEL BAUM

Wages, tips, etc. S.S. wages

16



298-46-0371 42734

18



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



4775

19



T

Employer's Federal I.D. Number

3



42734

20



2650

21



65-0116709



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



42734

22 24 26



620

23 25



Employer's name, address, city, state, ZIP code

4



WIEBEL, HENNELLS & CARUFE, P A

5



SUITE 200

6



Amount

28 31 34 37 29 32 35 38



Year



9420 BONITA BEACH RD

7 8 9



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



BONITA SPRINGS

Employee's name/address (if different)

10 11



FL



34135

Other

42 44 43 45 47



MICHAEL H

12



BAUM

14 15 46



12d



3820 THIRD AVENUE NW

13



NAPLES

State

48 55 62 69 76 49 56 63 70



FL

State I.D. #

50



34120272

State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



42734

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2 3



F



Wages, tips, etc. S.S. wages Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee

8 9 39



16 18 20 22 24 26



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17 19 21 23 25



Employer's Federal I.D. Number



Employer's name, address, city, state, ZIP code

4 5 6 7



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



W2 2-6 Employee's name/address (if different)

10 12 13 14 15 11



Other

42 44 46 43 45 47



12d



State

48 55 62 69 76 49 56 63 70



State I.D. #

50 57 64 71



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch C

TSJ

1



MICHAEL BAUM

F

2 6



298-46-0371

7



ST



3



City



4



PAN



5



A Profession/product C Business name E Street address City, State, ZIP



ACCOUNTING TAX PREP

8



B Bus. Code



541213

9



BAUM ACCOUNTING TAX COMPUTER HELP

10 11 14 12 13 16 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37



D Empl. ID No. 20-8841286



F Accounting method if not cash: G H

17 18 19



Accrual



15



Other:



Did NOT materially participate in 2008 You started or acquired this business during 2008 You disposed of this business during 2008



Suppress Schedule C-EZ Statutory employee OR qualified joint venture Special tax treatment code 33 C o s t Inventory valuation method (if not Cost):

49 50



I n c o m I e



P a r t



1 Gross receipts or sales 2 Returns and allowances 6 Other income 8 Advertising 9 Car and truck expenses 10 Commissions and fees 11 Contract labor 12 Depletion 13 Depreciation 14 Employee benefits



3616



Lower of cost or market Other

51 52 53



P o a f r t G o I o I d I s



34 35 36 37



Change in method Beginning inventory Purchases - personal Cost of labor Materials and supplies Other costs Ending inventory



Yes



106

54 55 56 57 59 61 63 65



S o 38 l d 39 41

58



C 4-1 P a r t I I 15 Insurance E x 16 Interest - mortgage p e Interest - other n s e 17 Legal & professional services s 18 Office expense 19 Pensions/profit sharing 20 Rent - vehicle, machinery Rent - other 21 Repairs/maintenance 22 Supplies 23 Taxes and licenses 24 Travel Meals and entertainment 25 Utilities 26 Wages 32b

75 48



ELECTRONIC FILING FEES

O t h e P r a r E t x p V e n s e s

60



51



DUES AND SUBSCRIPTIONS

62



SOFTWARE

64



SMALL TOOLS

66



105

67



122

38 39 40 41 42 43 44 45 46 47



POSTAGE

68 70 72



6

69 71 73 89



Family Health Coverage Regular tax Prior unallowed passive loss Prior unallowed passive 4797, Part 1 Prior unallowed passive 4797, Part 2 Depreciation adjustment (AMT)

90 91 92



Alternative minimum tax

93 94 95 96



Some investment is NOT at risk



P a r t



V e h 43 i c 44a l e



Force the mileage rate Date placed in service Business miles before July 1 Business miles after June 30

76



08-15-2005

Total miles for 2007

77 78



45 46



Available when off duty Another vehicle available



Yes Yes Yes Yes



81 83 85



X



No 82 No No No

84



I V I n f o



450

79 80



X

86 88 C.LD



44b Commuting miles 44c Other miles



47a You have evidence 47b It is written



X

87



X



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Auto Expense Worksheet for Sch C

For

1



MICHAEL BAUM



298-46-0371



1



MFC 2

3



Description Date placed in service



2004 GOLF

4



08-15-2005



Yes

5 7 6



No



You/your spouse have another vehicle available for personal use Your vehicle was available for use during off-duty hours You have evidence to support your deduction If yes, the evidence is written Current Year Mileage Business Before July 1 After June 30 AUTO 17 4-2 Expenses Garage rent Gas Insurance Licenses Oil Parking fees Rental fees Interest Property Tax Prior Year(s) Mileage Business Total

40 41 18 19



X

8



X

9 10



X

11 12



X

Total miles for 2007

13 14 15 16



Commuting



7000



Other



1550



450



Force mileage



Repairs Tires Tolls Other expenses

30



27



887

28 29



1003

20



1300

21



55

22 23 24 25 26



Apply business use %

31 32



LEASE

33 36



3895

34 37 39



X

35 38



Force expenses



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



AUTO.LD



Form 8829 - Office in Home

For

1



MICHAEL BAUM



298-46-0371



C



MFC



2



Part I 1 Area used exclusively for business Area used part-time for business 2 4 5 Total area of home Total hours used (daycare facilities not used exclusively) Total hours available (default = 365 days x 24 hours = 8760)

3



100

4 5



1800

6 7



Part II 8 Gross income from business 2007 9 10 8829 4-3 11 16 17 18 19 20 21 24 28 30 Real estate taxes Excess mortgage interest Insurance Rent Repairs and maintenance Utilities Other expenses Carryover of operating expenses from 2007 Excess casualty losses (see IRS instructions) Carryover of casualty losses and depreciation from 2007 Casualty losses Deductible mortgage interest Direct

9 11 13 15 17 8



2008



2007



Indirect

10 12 14 16 18



2008 Do not carry personal portion of interest & taxes to Schedule A

27



106

19 20



15250

21 23 22 24



1802

25 26 28 29 30



Part III 36 40 Smaller of basis or FMV Depreciation percentage or date placed in service (percentage will be automatic) Date taken out of service 41

37 31



Value of land



32 33 34 35 36



Depreciation allowable TSJ for Splitting only



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



8829.LD



MICHAEL BAUM



298-46-0371

Prior Depr.

11 11 11 11 11



2008 Form 4562 - Depr for A, C, E, F, 2106, 4835, AUTO, 8829

For

1



Multi

2 3 3



Description of Property

4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4



Date Acquired

5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5



Cost/Basis



Land cost Meth

50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 9



Life

10



Sec 179 Exp Sec 179 Exp Prior AMT Elected Allowed Depr.

14 15 33 33 33 33 33 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65



Date Sold



Prop type 66 67 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67



Sales Price

68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68



Expense of Sale



C

1



1

2



WIRELESS KEYBOARD/ 02-26-2001 85 COLOR PRINTER

3 3



M

9



5

10



64

14



64

15



C

1



1

2



06-24-2001 71



M

9



5

10



53

14



53

15



C

1



1

2



PRINTER/FAX/COPIER 06-03-2002 225 OFFICE DESK

3 3



M

9



5

10



169

14



169

15



C

1



1

2



10-09-2002 289



M

9



7

10



217

14 14 14 14



217

15 15 15 15



C

1



1

2



HP PAVILION COMPUT 05-18-2003 807 19" FLAT MONITOR

3



M

9



5

10



109

11



109

33



C

1



1

2



08-15-2004 530 08-26-2004 313 10-24-2007 415



M

9



5

10



94

11



94

33



C

1



1

2



HP IPAQ POCKET PC

3



M

9 9 9 9 9 9 9 9 9 9 9 9 9 9



5

10 10 10 10 10 10 10 10 10 10 10 10 10 10



56

11 11 11 11 11 11 11 11 11 11 11 11 11 11



56

33



C

1 1 1 1 1 1 1 1 1 1 1 1 1



1

2 2 2 2 2 2 2 2 2 2 2 2 2



HI SPEED SCANNER

3 3 3 3 3 3 3 3 3 3 3 3 3



EXP 5



311

14 14 14 14 14 14 14 14 14 14 14 14 14



311

15 15 15 15 15 15 15 15 15 15 15 15 15



311

33 33 33 33 33 33 33 33 33 33 33 33 33



Valid Methods: For assets A purchased M AFTER 1980 ALT ARR ARP ALH ADS EXP Misc. SL SYD AMT ACRS or MACRS tangible property MACRS tangible property Alternative MACRS (150 DB election) Residential Rental (27.5 yr) Other Real Property (15,18,19,31.5,39.5 yr) Low Income Housing Property Alternative Depreciation System Section 179 Expense Election Straight Line Sum of the Years Digits Amortization For assets purchased BEFORE 1980 ONLY D DS DB DBS DD DDS 125% Declining Balance 125% Declining Balance with SL switch 150% Declining Balance 150% Declining Balance with SL switch 200% Declining Balance 200% Declining Balance with SL switch



Property Type Codes for 4797: 44 45 50 51 52 54 55 18 NL FA ID IC Section 1244 Stock Section 1245 Property Section 1250 Property Section 1251 Property Section 1252 Property Section 1254 Property Section 1255 Property Form 4797 line 18 entry Nonrecaptured Losses Farm Animal Intangible Drilling Involuntary Conversion See manual for others



4562 8-1



Listed Property Types: V X Luxury Vehicle Computers, property generally used for entertainment, recreation, or amusement, and cellular phones.



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



4562.LD



2008 Form 4562 Direct Entries Part 4, 5A & 6

For: Multi-form code:

1 2



MICHAEL BAUM



298-46-0371



(A, C, E, F, 4835) Part IV, Part V, Part VI (1-999; 1 is assumed if left blank)



Part IV - Summary 23 Portion of basis of current-year assets attributable to Section 263A costs

3



Part V - Listed Property (Section A - Depreciation) 24a Evidence to support deduction? 25 26 a b c d e 8 8-4 f g h i 27 a b c d e f g h Type of property Date placed in service Business use percentage Cost or other basis Basis for depreciation Recovery period Method/Convention Depreciation deduction

36 37 38 39 40 41 44 45 46 47 48 49 42 52 53 54 55 56 57 50 4



Yes



5



No



24b Is it written?



6



Yes



7



No

8



Special depreciation allowance



Type of property Date placed in service Business use percentage Cost or other basis Basis for depreciation Recovery period Method/Convention Depreciation deduction Elected section 179 cost



9 10 11 12 13 14 15 16 17



18 19 20 21 22 23 24 25 26



27 28 29 30 31 32 33 34 35



S/L 43



S/L 51



S/L 59



58



Part VI - Amortization 42

60 66



a Description

61 67



b Date

62 68



c Amount

63 69



d Code

64 70



e%

65 71 72



f Deduction



43



Amortization of costs that began in prior years



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



4562DE.LD2



2008 Form 4562 Vehicle Information Screen

For:

1



MICHAEL BAUM

Multi-form code:

2



298-46-0371

(1-999; 1 is assumed if left blank)



C



(A, C, E, F, 4835) Parts 5b and 5c



Part V - Listed Property (Section B - Information on Use of Vehicles) Vehicle Information For Vehicles used by Proprietors, Related Persons, etc. Vehicle number Total miles for year Business miles before July 1 Business miles after June 30 Commuting miles 9 8-5 Vehicle available for personal use Used primarily by 5% owner, etc. Another personal-use auto available Take standard mileage rate

3



1

15



2

27 28 29 30



3

39 40 41 42



4

51 52 53 54



5

63 64 65 66



6



8500 450 7000



Total miles for 2007



4 5 6



Total miles for 2007



16 17 18



Yes

7 9 8



No



Yes

19 21 23 25



No

20 22 24 26



Yes

31 33 35 37



No

32 34 36 38



Yes

43 45 47 49



No

44 46 48 50



Yes

55 57 59 61



No

56 58 60 62



Yes

67 69 71 73



No

68 70 72 74



X X



10 12 14



11 13



X



Questions for Employers Who Provide Vehicles for use by Their Employees Does employer maintain a written policy prohibiting all personal use? Does employer maintain a written policy prohibiting all use except commuting? Does employer treat all use of vehicles by employees as personal use? Does employer provide more than five vehicles to employees and keep records? Does employer meet the requirements concerning fleet vehicles or demos?

Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



Yes

75 77 79 81 83



No

76 78 80 82 84



4562DE.LD3



2008 Form 3903 - Moving Expenses

TSJ

1



MICHAEL BAUM



298-46-0371



F



2



ST



3 4 5 6 7 8



Number of miles from OLD residence to NEW workplace Number of miles from OLD residence to OLD workplace 3903 11-1 1 Transportation & storage of household goods and personal effects 2 Travel & lodging expenses incurred during move 4 Amount of moving expenses reimbursed by employer

9 10 11



Military move Mileage test does not apply to this move If this is a move into a city that will allow the moving expenses to be deducted on the city return, enter the city code here



Form 8606 - Nondeductible IRAs

TSJ

1



F



2



ST



3



Part I - Traditional IRAs (nondeductible contributions, distributions, basis)

4



You are covered by a pension plan at work

5 6 7 8 9 10



Total IRA contributions made for 2008 1 8606 11-2 2 4 6 7

11 12 13



Total IRA contributions you choose to be non-deductible Basis of all IRAs as of 12/31/2008 (2007 Form 8606, line 14) Portion of line 1 that was made between 1/1/2009 and 4/17/2009 Total value of all your traditional, SEP, and SIMPLE IRAs as of 12/31/2008 (include any oustanding rollovers) Total distributions received from traditional, SEP, and SIMPLE IRAs during 2008 (Do not include amounts rolled over before 1/1/2009) Print address on form Print Form 8606 even if not needed Qualifies for IRA catch-up contribution due to bankrupt 401K



Form 8889 - Health Savings Accounts

TSJ 1

1



F



2



ST



3



Check the box to indicate your coverage under a high-deductible health plan.

4



X

2 3 4 6 HSA 11-3 9 14a 7



Self only



5



Family

6



HSA contributions made for 2008 Limit on contributions Contributions to Archer MSAs for 2008 If you and your spouse have separate HSA and are not splitting line 5 of Form 8889 evenly, enter the amount to claim here If you were age 55 or older at the end of 2008, married and your or your spouse had family coverage at any time during 2008, enter the additional contribution amount Employer contributions made to your HSAs for 2008 Total distributions from all HSAs for 2008



926

7



1200

8 9 10 11 12



1381

13 14



14b Distributions included on 14a that were rolled over 15 17a 18 19 Unreimbursed qualified medical expenses Amount excepted from the additional 10% tax Qualified HSA distribution Last-month rule



1381

15 16 17 ADJ.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

MARYLOU BEAN



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



MARYLOU BEAN



195-52-5265



Spouse

22 23 25 27 29



1 195-52-5265 MARYLOU BEAN 12-25-1958

Phone number DOD

8



SSN Mid init Suffix

4 6



First name Last name Date of birth Occupation



Mid init Suffix DOD

28



24 26



MEDICAL ASSISTANT

Extension

11 10 12 14



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Daytime Evening 1 1-1 Cell



239-398-5559 239-348-3012



13



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 43



3820 THIRD AVENUE NW

45



Apt. no State

46



44



NAPLES

50



FL



Zip



47



34120-2728



Resident state

49



48



FL



COLLIER

51 52



Resident city



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



1

54



1

55



2210 code 2007 Fed tax 2007 State tax

64



63



Code 3 Code 4 Code 5



1

56



3055

65



1



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount



3 4



Y



State/City selection



2



State deposit amount Account number

7



RTN

6



Type of account

8



BANK OF AMERICA

DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



063100277 003676370527

Federal deposit amount State/City selection

15



X

16 17



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund.



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Form W-2 - Wage and Tax Statement

TS

1 2



MARYLOU BEAN

Wages, tips, etc. S.S. wages

16



195-52-5265 33864

18



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



3229

19



T

Employer's Federal I.D. Number

3



36464

20



2261

21



20-0666257



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



36464

22 24 26



529

23 25



Employer's name, address, city, state, ZIP code

4



RIEBESELL CHIROPRACTIC CENTER INC

5



1001 CROSSPOINTE DRIVE

6 7 8 9



Amount

28 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27



S

30 33 36



2600

31 34 37



39



W2 2-6



NAPLES

Employee's name/address (if different)

10 11



FL



34110

Other

42 44



X

43 45 47



MARYLOU

12



BEAN

14 15 46



12d



3820 THIRD AVENUE NW

13



NAPLES

State

48 55 62 69 76 49 56 63 70



FL

State I.D. #

50



34120272

State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



33864

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2 3



F



Wages, tips, etc. S.S. wages Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee

8 9 39



16 18 20 22 24 26



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17 19 21 23 25



Employer's Federal I.D. Number



Employer's name, address, city, state, ZIP code

4 5 6 7



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



W2 2-6 Employee's name/address (if different)

10 12 13 14 15 11



Other

42 44 46 43 45 47



12d



State

48 55 62 69 76 49 56 63 70



State I.D. #

50 57 64 71



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch A - Itemized Deductions

TSJ

1



MARYLOU BEAN

Force itemized

5



195-52-5265

Force standard

6 7 8



F



2



ST



3



City



4



Medical and Dental



1 Health insurance premiums Long term care premiums Number of medical miles before July 1 Number of medical miles after June 30 Other medical and dental expenses Total miles for 2007



9 10 11



3365

12 13 14 15 16



Taxes



5 Income taxes General sales tax 6 Real estate Taxes that qualify for State Property Tax Credit 7 Personal property 8 Other

17 19



18 20 21



Interest You Paid



10 Home mortgage interest and points reported on Form 1098 11 No 1098 Name Address

22 24



SSN/EIN



23 25 26 27 28 29



A 3-1



Portion of lines 10 and 11 that is home equity interest 12 Points not reported on Form 1098 13 Qualified mortgage insurance premiums 14 Investment interest Gifts to Charity 16 Total gifts by cash or check Portion of line 16 for disaster relief 30% limitation Charitable miles Midwestern disaster relief miles before July 1 Midwestern disaster relief miles after June 30 17 Other than by cash or check Job Expenses and Most Other Misc Deductions 22 Tax preparation fees 23 Other expenses:

50 52 54 47 30 31 32 33 34 35 36 41 43 45



18 Carryover from prior year subject to: 50% limitation 30% limitation 30% limitation capital gain property 20% limitation

37 38 39 40



21 Unreimbursed employee expenses:



42 44 46 48 49 51 53 55 57 59 A.LD



Other Misc Deductions



28 Other not subject to 2% limit:



56 58



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch C

TSJ

1



MARYLOU BEAN

F

2 6



195-52-5265

7



ST



3



City



4



PAN



5



A Profession/product C Business name E Street address City, State, ZIP



SEWING AND CRAFTS

8



B Bus. Code D Empl. ID No.



451130

9



KATZMEOW KATCHALL

10 11 14 12 13 16 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47



F Accounting method if not cash: G H

17 18 19



Accrual



15



Other:



Did NOT materially participate in 2008 You started or acquired this business during 2008 You disposed of this business during 2008



Suppress Schedule C-EZ Statutory employee OR qualified joint venture Special tax treatment code 33 C o s t Inventory valuation method (if not Cost):

49 50



I n c o m I e



P a r t



1 Gross receipts or sales 2 Returns and allowances 6 Other income 8 Advertising 9 Car and truck expenses 10 Commissions and fees 11 Contract labor 12 Depletion 13 Depreciation 14 Employee benefits



913



Lower of cost or market Other

51 52 53 54 55 56 57 59 61 63 65 67 69 71 73 89



P o a f r t G o I o I d I s



34 35 36 37



Change in method Beginning inventory Purchases - personal Cost of labor Materials and supplies Other costs Ending inventory



Yes



S o 38 l d 39 41

58



C 4-1 P a r t I I 15 Insurance E x 16 Interest - mortgage p e Interest - other n s e 17 Legal & professional services s 18 Office expense 19 Pensions/profit sharing 20 Rent - vehicle, machinery Rent - other 21 Repairs/maintenance 22 Supplies 23 Taxes and licenses 24 Travel Meals and entertainment 25 Utilities 26 Wages 32b

75 48



O t h 62 e P r 64 a r E t x 66 p V e 68 n s e 70 s

72



60



Family Health Coverage



3311

Regular tax

90 91 92



Alternative minimum tax

93 94 95 96



Prior unallowed passive loss Prior unallowed passive 4797, Part 1 Prior unallowed passive 4797, Part 2 Depreciation adjustment (AMT)



Some investment is NOT at risk



P a r t



V e h 43 i c 44a l e



Force the mileage rate Date placed in service Business miles before July 1 Business miles after June 30

76



Total miles for 2007



77 78 79 80



45 46



Available when off duty Another vehicle available



Yes Yes Yes Yes



81 83 85 87



No 82 No No No

84 86 88 C.LD



I V I n f o



44b Commuting miles 44c Other miles



47a You have evidence 47b It is written



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



MARYLOU BEAN



195-52-5265

Prior Depr.

11



2008 Form 4562 - Depr for A, C, E, F, 2106, 4835, AUTO, 8829

For

1



Multi

2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 3



Description of Property

4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4



Date Acquired

5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5



Cost/Basis



Land cost Meth

50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 9 9 9 9



Life

10 10 10 10



Sec 179 Exp Sec 179 Exp Prior AMT Elected Allowed Depr.

14 14 14 15 15 15 33 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65



Date Sold



Prop type 66 67 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67



Sales Price

68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68



Expense of Sale



C

1



HP PRINTER

3



10-01-2003 400 10-01-2003 350



ALT 5 ALT 7



41

11



41

33



C

1



DIGITAL CAMERA

3 3 3 3 3



28

11 11 11 11



28

33 33 33 33



C

1



BERNINA SURGER 200 10-01-2003 1200 BERNINA SURGER 110 10-01-2003 1000 VIKING SEWING MACH 10-01-2003 2000 KENMORE SEWING MAC 10-01-2003 100 SHELVING

3



1200

14



1200

15



C

1



M

9



5

10



1000

14



1000

15



C

1



M

9



5

10



2000

14 14



2000

15 15



C

1



M

9



5

10



91

11



96

33



C

1



11-02-2003 250 11-02-2003 2300 11-02-2003 42



M

9 9



7

10 10



183

11



42

14 14



42

15 15



187

33



C

1



GATEWAY COMPUTER

3



ALT 5 M

9



230

11 11



230

33 33



C

1



CHAIR

3 3 3 3



5

10



42

14 14



42

15 15



C

1



HP 7330 ALL IN ONE 10-31-2004 382 2-D EMBROIDERY SOF 12-31-2004 2000 HUSQVARNA SEWING M 12-31-2004 8200 FABRIC MOVER

3 3 3 3 3 3 3 3



M

9



5

10



94

11 11 11



94

33 33 33



C

1



M

9



5

10



2000

14



2000

15



C

1



M

9



5

10



8200

14 14 14 14 14 14 14 14 14



8200

15 15 15 15 15 15 15 15 15



C

1 1 1 1 1 1 1 1



12-08-2006 953



M

9 9 9 9 9 9 9 9



5

10 10 10 10 10 10 10 10



410

11 11 11 11 11 11 11 11



323

33 33 33 33 33 33 33 33



Valid Methods: For assets A purchased M AFTER 1980 ALT ARR ARP ALH ADS EXP Misc. SL SYD AMT ACRS or MACRS tangible property MACRS tangible property Alternative MACRS (150 DB election) Residential Rental (27.5 yr) Other Real Property (15,18,19,31.5,39.5 yr) Low Income Housing Property Alternative Depreciation System Section 179 Expense Election Straight Line Sum of the Years Digits Amortization For assets purchased BEFORE 1980 ONLY D DS DB DBS DD DDS 125% Declining Balance 125% Declining Balance with SL switch 150% Declining Balance 150% Declining Balance with SL switch 200% Declining Balance 200% Declining Balance with SL switch



Property Type Codes for 4797: 44 45 50 51 52 54 55 18 NL FA ID IC Section 1244 Stock Section 1245 Property Section 1250 Property Section 1251 Property Section 1252 Property Section 1254 Property Section 1255 Property Form 4797 line 18 entry Nonrecaptured Losses Farm Animal Intangible Drilling Involuntary Conversion See manual for others



4562 8-1



Listed Property Types: V X Luxury Vehicle Computers, property generally used for entertainment, recreation, or amusement, and cellular phones.



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



4562.LD



2008 Form 4562 Direct Entries Part 1

For:

1



MARYLOU BEAN

Multi-form code:

2



195-52-5265

(1-999; 1 is assumed if left blank)



C



(A, C, E, F, 4835, 2106)



Part I - Election to Expense (Section 179) 1 Maximum amount if greater than $125,000 limit 2 Total cost of Section 179 property placed in service in current year 6 8-2 6 (a) Description of property

6 9 7 10 3 4 5



5 Dollar limitation for tax year if married filing separately (b) Cost

8 11



(c) Elected cost



10 Carryover of disallowed deduction from prior year Business Income Limitation Worksheet 11 Total business income



12



22



Form 4562 Direct Entries Part 2 & 3

For:

1



(A, C, E, F, 4835) Part II and Part III



Multi-form code:



2



( 1 - 999 , 1 is assumed if left blank )



Part II - Special Deduction Allowance and Other Depreciation 14 15 16 Special depreciation allowance for certain property Property subject to section 168(f)(1) election ACRS and/or other depreciation

3 4 5



Part III - MACRS depreciation for assets placed in service in the current year 17 18 7 8-3 19 a Classification a 3-year property b 5-year property c 7-year property d 10-year property e 15-year property f 20-year property b Date

8 13 18 23 28 33 38 41 44 47 50 42 45 48 51 54 58 61 62 52 55 56



MACRS deductions for assets placed in service in prior years Section 168(i)(4) election c Basis d Rec Per e Conv

9 14 19 24 29 34 10 15 20 25 30 35 11 16 21 26 31 36



6 7



f Method

12 17 22 27 32 37



g Deduction



g 25-year property h Residential rental property i Nonresidential rental property 20 a Class life b 12-year c 40-year



25 27.5 27.5 39



39



SL MM MM MM MM SL SL SL SL SL SL MM SL



40 43 46 49 53 57 60 63 4562DE.LD



12 40



59



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form 3903 - Moving Expenses

TSJ

1



MARYLOU BEAN



195-52-5265



F



2



ST



3 4 5 6 7 8



Number of miles from OLD residence to NEW workplace Number of miles from OLD residence to OLD workplace 3903 11-1 1 Transportation & storage of household goods and personal effects 2 Travel & lodging expenses incurred during move 4 Amount of moving expenses reimbursed by employer

9 10 11



Military move Mileage test does not apply to this move If this is a move into a city that will allow the moving expenses to be deducted on the city return, enter the city code here



Form 8606 - Nondeductible IRAs

TSJ

1



F



2



ST



3



Part I - Traditional IRAs (nondeductible contributions, distributions, basis)

4



You are covered by a pension plan at work

5 6 7 8 9 10



Total IRA contributions made for 2008 1 8606 11-2 2 4 6 7

11 12 13



Total IRA contributions you choose to be non-deductible Basis of all IRAs as of 12/31/2008 (2007 Form 8606, line 14) Portion of line 1 that was made between 1/1/2009 and 4/17/2009 Total value of all your traditional, SEP, and SIMPLE IRAs as of 12/31/2008 (include any oustanding rollovers) Total distributions received from traditional, SEP, and SIMPLE IRAs during 2008 (Do not include amounts rolled over before 1/1/2009) Print address on form Print Form 8606 even if not needed Qualifies for IRA catch-up contribution due to bankrupt 401K



Form 8889 - Health Savings Accounts

TSJ 1

1



T

4



F



2



ST



3



Check the box to indicate your coverage under a high-deductible health plan.



X

2 3 4 6 HSA 11-3 9 14a 7



Self only



5



Family

6



HSA contributions made for 2008 Limit on contributions Contributions to Archer MSAs for 2008 If you and your spouse have separate HSA and are not splitting line 5 of Form 8889 evenly, enter the amount to claim here If you were age 55 or older at the end of 2008, married and your or your spouse had family coverage at any time during 2008, enter the additional contribution amount Employer contributions made to your HSAs for 2008 Total distributions from all HSAs for 2008



2150

7



2850

8 9 10 11 12 13 14 15 16 17 ADJ.LD



14b Distributions included on 14a that were rolled over 15 17a 18 19 Unreimbursed qualified medical expenses Amount excepted from the additional 10% tax Qualified HSA distribution Last-month rule



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



MARYLOU BEAN



195-52-5265



SCHEDULE A, LINE 1 - OTHER MEDICAL AND DENTAL EXPENSES

2007 Amount

3



Description

2



2008 Amount



DENTIST

4



3070

5



BLUE CROSS DEDUCTIBLE

6



69

7



BLUE CROSS DEDUCTIBLE

8



50

9



BLUE CROSS DEDUCTIBLE

10



108

11



BLUE CROSS DEDUCTIBLE

12



42

13



BLUE CROSS DEDUCTIBLE

14 16 18 20 22 24



26

15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

FRANZ & ANNE BINGER



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



FRANZ BINGER ANNE BINGER



155-30-7939



Spouse

22 23 25



2 155-30-7939 FRANZ BINGER 03-13-1926

Phone number DOD

8



SSN Mid init Suffix

4



142-26-9090 ANNE BINGER 09-01-1929

Phone number DOD

28



S

6



First name Last name Date of birth Occupation



Mid init Suffix



24 26



27 29



RETIRED

Extension

11 10 12 14



RETIRED

Extension

31 33 30 32 34



Daytime Evening 1 1-1 Cell



239-593-3066 239-593-3066



Daytime Evening Cell



13



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 54 55 43



3227 BENICIA COURT

45



Apt. no State

46



44



NAPLES

50



FL



Zip



47



34109



Resident state Resident city

49



48



FL



COLLIER

51 52



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



2210 code 2007 Fed tax 2007 State tax

64 65



63



Code 3 Code 4 Code 5



1

56



1



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount



3 4



Y



State/City selection



2



State deposit amount Account number

7



RTN

6



Type of account

8



067091780 663981827

CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund. DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



X

16 17



Chkng



9



Svgs



Federal deposit amount State/City selection

15



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Income

F

1



FRANZ BINGER ANNE BINGER

2



155-30-7939



ST



City



3



Description 7 7 Taxable scholarships not reported on W-2 Other income reported on line 7 (NOT W-2 wages)



2007



Taxpayer

4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 41 44 47



2008



2007



Spouse

5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 42 45 48 50 52



2008



8a Interest income (NO schedule B required) 8b Tax-exempt interest (NO schedule B required) 9 10 Dividend income (NO schedule B required) Taxable refunds: State taxes Local taxes 3 2-1 15a IRA distributions received (NO 1099 received) 15b Taxable portion of IRA distributions above 16a Pension distributions received (NO 1099 received) 16b Taxable portion of pensions above 19 Unemployment compensation received Portion of above unemployment repaid in 2008 20a Net Social Security received for 2008 Lump-sum benefits for earlier years - TOTAL received Lump-sum benefits for earlier years - TAXABLE portion Net railroad Social Security equivalent Tier 1 benefits received for 2008 21 Other income

40 43 46



11



Alimony received



NOL carryback Real estate tax recovery



49 51



SSA-1099 - Social Security Benefit Statement

TSJ SSA 2-2

1



S



F



2



ST



3 4



5 Net benefits 6 Federal income tax withheld



8154

6



Medicare premiums deducted Designate Social Security Benefits as:



5



1122

7



W-2G - Gambling Income

TS #1 #2 W2G 2-3 #3

1 1 1 2 2 2



F

3 3 3



Federal I.D. #

4 4 4



Payer Name

5 5 5



Street Address

7 7 7



City

8 8 8



ST

9 9 9



Zip



Gross winnings #1 #2 #3

16 16 16 17 17 17



Federal tax w/h

18 18 18



Type of wager

19 19 19



Date won



State

27 27 27 28 28 28



State I.D. #

29 29 29



State tax w/h



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



INC.LD



2008 Income

F

1



FRANZ BINGER ANNE BINGER

2



155-30-7939



ST



City



3



Description 7 7 Taxable scholarships not reported on W-2 Other income reported on line 7 (NOT W-2 wages)



2007



Taxpayer

4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 41 44 47



2008



2007



Spouse

5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 42 45 48 50 52



2008



8a Interest income (NO schedule B required) 8b Tax-exempt interest (NO schedule B required) 9 10 Dividend income (NO schedule B required) Taxable refunds: State taxes Local taxes 3 2-1 15a IRA distributions received (NO 1099 received) 15b Taxable portion of IRA distributions above 16a Pension distributions received (NO 1099 received) 16b Taxable portion of pensions above 19 Unemployment compensation received Portion of above unemployment repaid in 2008 20a Net Social Security received for 2008 Lump-sum benefits for earlier years - TOTAL received Lump-sum benefits for earlier years - TAXABLE portion Net railroad Social Security equivalent Tier 1 benefits received for 2008 21 Other income

40 43 46



11



Alimony received



NOL carryback Real estate tax recovery



49 51



SSA-1099 - Social Security Benefit Statement

TSJ SSA 2-2

1



T



F



2



ST



3 4



5 Net benefits 6 Federal income tax withheld



18558

6



Medicare premiums deducted Designate Social Security Benefits as:



5



1270

7



W-2G - Gambling Income

TS #1 #2 W2G 2-3 #3

1 1 1 2 2 2



F

3 3 3



Federal I.D. #

4 4 4



Payer Name

5 5 5



Street Address

7 7 7



City

8 8 8



ST

9 9 9



Zip



Gross winnings #1 #2 #3

16 16 16 17 17 17



Federal tax w/h

18 18 18



Type of wager

19 19 19



Date won



State

27 27 27 28 28 28



State I.D. #

29 29 29



State tax w/h



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



INC.LD



2008 Form 1099-R

TS

1



FRANZ BINGER ANNE BINGER

Pension type

3



155-30-7939



S



F



2



Corrected

5



4



Payer's Federal ID number



41-1366075



1



Gross distribution



19



303

20



2a Taxable amount Payer's name, address, city, state, ZIP code

6 7 8 9



303

21 22



2b Taxable amount not determined 3

11



ALLIANZ LIFE INSURANCE CO 5701 GOLDEN HILLS DRIVE

10



Total distribution 4 Federal tax withheld

24



Capital gain included in box 2a

23



MINNEAPOLIS

Recipient's name and address (if different)

12 14 15 13



MN BINGER



55416

5 Employee contributions or insurance 25 premium Distribution code

27



ANNE NAPLES

Account number (optional)



6 Unrealized 26 appreciation 8 Other Percentage

30



3227 BENICIA COURT



7

16 17



FL



34109



7



IRA/SEP



28



29



X

9b Total employee

32



9a Your percent of total distribution 11 State

34 38 31



18



contribution



1099 2-7



10 State tax withheld 2007 2008

33 37



Payer's state no.

35 39



12 State distribution

36 40



13 Local tax withheld 2007 2008

41 45



14 City

42 46



Locality name

43 47



15 Local distribution

44 48



Special treatment for this distribution

49 50 51 52 53 54



Many states require Date of Retirement Date of retirement AL, AR, HI, KS, KY, LA OR, MI, NY, & UT may require this info Percent 56 Portion of 1099-R to exclude on state 58 Portion of 1099-R NOT qualifying for state exclusion For NY only Decedent's age

73 55



Is this 1099-R for disability? If so, reported as wages on line 7 of the 1040? Carry this entry to Form 5329 and compute 10% penalty Exclude from income - it is reported on Form 4972 Exclude from income - it is reported on Form 8606 Exclude from income - it was rolled-over into another qual plan



Amount

57



or

59



or



Simplified General Rule worksheet (worksheet will override line 2a) 2 3 Cost in plan at starting date plus any death benefit exclusion Age (or combined ages) at annuity starting date

62 60 61



Payments are for taxpayer's life and that of beneficiary (Check only if payments began after Nov 19, 1996)

63 64 65 67



4 5 6



Special rule computation: Number of monthly payments during 2008 (12 is assumed) If starting date after 1986, enter amount recovered tax free Annuity starting date:

66



Before November 19, 1996



After November 18, 1996 HSA Funding Distribution

74



Other Misc Items

68



Qualified Charitable Distributions

71



Was this 1099-R altered or handwritten?

69



Box 2 100% QCD up to $100,000

72



Box 2 100% HFD

75



Partial Rollover amount

70



Box 2 partial QCD up to $100,000



Box 2 partial HFD



1st year of Roth contribution



Insurance Premiums for Public Safety Officers

76



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



1099_R.LD



2008 Form 1099-R

TS

1



FRANZ BINGER ANNE BINGER

Pension type

3



155-30-7939



S



F



2



Corrected

5



4



Payer's Federal ID number



36-3050975



1



Gross distribution



19



5938

20



2a Taxable amount Payer's name, address, city, state, ZIP code

6 7 8 9



422

21 22



2b Taxable amount not determined 3

10 11



KEMPER INVESTORS LIFE INS CO PO BOX 2606 BIRMINGHAM

Recipient's name and address (if different)



Total distribution 4 Federal tax withheld

24



Capital gain included in box 2a

23



AL

13



35202

5 Employee contributions or insurance 25 premium Distribution code

27



12 14 15



ANNE NAPLES

Account number (optional)



BINGER

7

16 17



6 Unrealized 26 appreciation 8 Other Percentage

30



3227 BENICIA COURT



FL



34109



7



IRA/SEP



28



29



9a Your percent of total distribution 11 State

34 38 31



9b Total employee contribution

32



18



1099 2-7



10 State tax withheld 2007 2008

33 37



Payer's state no.

35 39



12 State distribution

36 40



13 Local tax withheld 2007 2008

41 45



14 City

42 46



Locality name

43 47



15 Local distribution

44 48



Special treatment for this distribution

49 50 51 52 53 54



Many states require Date of Retirement Date of retirement AL, AR, HI, KS, KY, LA OR, MI, NY, & UT may require this info Percent 56 Portion of 1099-R to exclude on state 58 Portion of 1099-R NOT qualifying for state exclusion For NY only Decedent's age

73 55



Is this 1099-R for disability? If so, reported as wages on line 7 of the 1040? Carry this entry to Form 5329 and compute 10% penalty Exclude from income - it is reported on Form 4972 Exclude from income - it is reported on Form 8606 Exclude from income - it was rolled-over into another qual plan



Amount

57



or

59



or



Simplified General Rule worksheet (worksheet will override line 2a) 2 3 Cost in plan at starting date plus any death benefit exclusion Age (or combined ages) at annuity starting date

62 60 61



Payments are for taxpayer's life and that of beneficiary (Check only if payments began after Nov 19, 1996)

63 64 65 67



4 5 6



Special rule computation: Number of monthly payments during 2008 (12 is assumed) If starting date after 1986, enter amount recovered tax free Annuity starting date:

66



Before November 19, 1996



After November 18, 1996 HSA Funding Distribution

74



Other Misc Items

68



Qualified Charitable Distributions

71



Was this 1099-R altered or handwritten?

69



Box 2 100% QCD up to $100,000

72



Box 2 100% HFD

75



Partial Rollover amount

70



Box 2 partial QCD up to $100,000



Box 2 partial HFD



1st year of Roth contribution



Insurance Premiums for Public Safety Officers

76



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



1099_R.LD



2008 Form 1099-R

TS

1



FRANZ BINGER ANNE BINGER

Pension type

3



155-30-7939



S



F



2



Corrected

5



4



Payer's Federal ID number



63-0169720



1



Gross distribution



19



10391

20



2a Taxable amount Payer's name, address, city, state, ZIP code

6 7 8 9



738

21 22



2b Taxable amount not determined 3

10 11



PROTECTIVE LIFE INSURANCE COMPANY PO BOX 2606 BIRMINGHAM

Recipient's name and address (if different)



Total distribution 4 Federal tax withheld

24



Capital gain included in box 2a

23



AL

13



35202

5 Employee contributions or insurance 25 premium 9653 Distribution code

27



12 14 15



ANNE NAPLES

Account number (optional)



BINGER

7

16 17



6 Unrealized 26 appreciation 8 Other Percentage

30



3227 BENICIA COURT



FL



34109



7



IRA/SEP



28



29



9a Your percent of total distribution 11 State

34 38 31



9b Total employee contribution

32



18



1099 2-7



10 State tax withheld 2007 2008

33 37



Payer's state no.

35 39



12 State distribution

36 40



13 Local tax withheld 2007 2008

41 45



14 City

42 46



Locality name

43 47



15 Local distribution

44 48



Special treatment for this distribution

49 50 51 52 53 54



Many states require Date of Retirement Date of retirement AL, AR, HI, KS, KY, LA OR, MI, NY, & UT may require this info Percent 56 Portion of 1099-R to exclude on state 58 Portion of 1099-R NOT qualifying for state exclusion For NY only Decedent's age

73 55



Is this 1099-R for disability? If so, reported as wages on line 7 of the 1040? Carry this entry to Form 5329 and compute 10% penalty Exclude from income - it is reported on Form 4972 Exclude from income - it is reported on Form 8606 Exclude from income - it was rolled-over into another qual plan



Amount

57



or

59



or



Simplified General Rule worksheet (worksheet will override line 2a) 2 3 Cost in plan at starting date plus any death benefit exclusion Age (or combined ages) at annuity starting date

62 60 61



Payments are for taxpayer's life and that of beneficiary (Check only if payments began after Nov 19, 1996)

63 64 65 67



4 5 6



Special rule computation: Number of monthly payments during 2008 (12 is assumed) If starting date after 1986, enter amount recovered tax free Annuity starting date:

66



Before November 19, 1996



After November 18, 1996 HSA Funding Distribution

74



Other Misc Items

68



Qualified Charitable Distributions

71



Was this 1099-R altered or handwritten?

69



Box 2 100% QCD up to $100,000

72



Box 2 100% HFD

75



Partial Rollover amount

70



Box 2 partial QCD up to $100,000



Box 2 partial HFD



1st year of Roth contribution



Insurance Premiums for Public Safety Officers

76



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



1099_R.LD



2008 Form 1099-R

TS

1



FRANZ BINGER ANNE BINGER

Pension type

3



155-30-7939



T



F



2



Corrected

5



4



Payer's Federal ID number



41-1366075



1



Gross distribution



19



2355

20



2a Taxable amount Payer's name, address, city, state, ZIP code

6 7 8 9



2355

21 22



2b Taxable amount not determined 3

11



ALLIANZ LIFE INSURANCE CO 5701 GOLDEN HILLS DRIVE

10



Total distribution 4 Federal tax withheld

24



Capital gain included in box 2a

23



MINNEAPOLIS

Recipient's name and address (if different)

12 14 15 13



MN BINGER



55416

5 Employee contributions or insurance 25 premium Distribution code

27



FRANZ S NAPLES

Account number (optional)



6 Unrealized 26 appreciation 8 Other Percentage

30



3227 BENICIA COURT



7

16 17



FL



34109



7



IRA/SEP



28



29



X

9b Total employee

32



9a Your percent of total distribution 11 State

34 38 31



18



contribution



1099 2-7



10 State tax withheld 2007 2008

33 37



Payer's state no.

35 39



12 State distribution

36 40



13 Local tax withheld 2007 2008

41 45



14 City

42 46



Locality name

43 47



15 Local distribution

44 48



Special treatment for this distribution

49 50 51 52 53 54



Many states require Date of Retirement Date of retirement AL, AR, HI, KS, KY, LA OR, MI, NY, & UT may require this info Percent 56 Portion of 1099-R to exclude on state 58 Portion of 1099-R NOT qualifying for state exclusion For NY only Decedent's age

73 55



Is this 1099-R for disability? If so, reported as wages on line 7 of the 1040? Carry this entry to Form 5329 and compute 10% penalty Exclude from income - it is reported on Form 4972 Exclude from income - it is reported on Form 8606 Exclude from income - it was rolled-over into another qual plan



Amount

57



or

59



or



Simplified General Rule worksheet (worksheet will override line 2a) 2 3 Cost in plan at starting date plus any death benefit exclusion Age (or combined ages) at annuity starting date

62 60 61



Payments are for taxpayer's life and that of beneficiary (Check only if payments began after Nov 19, 1996)

63 64 65 67



4 5 6



Special rule computation: Number of monthly payments during 2008 (12 is assumed) If starting date after 1986, enter amount recovered tax free Annuity starting date:

66



Before November 19, 1996



After November 18, 1996 HSA Funding Distribution

74



Other Misc Items

68



Qualified Charitable Distributions

71



Was this 1099-R altered or handwritten?

69



Box 2 100% QCD up to $100,000

72



Box 2 100% HFD

75



Partial Rollover amount

70



Box 2 partial QCD up to $100,000



Box 2 partial HFD



1st year of Roth contribution



Insurance Premiums for Public Safety Officers

76



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



1099_R.LD



2008 Sch B - Interest Income

TSJ

1



FRANZ BINGER ANNE BINGER

4



155-30-7939



F



2 6



ST



3



City



2007 income

13



Tax exempt 8 interest Note



Interest 1 Income 14 PAB 9 interest



Name of 5 payer 7 Early withdrawal 8 U.S. gov't 9 Federal tax 10 Investment 2 penalty 3 interest 4 withheld 5 expenses 15 Nominee 16 Accrual 24 Res St municipal int 26 Other St municipal int 28 Other tax-exempt int interest interest included in Box 8 included in Box 8 included in Box 8



TSJ



1



J



F



2 6



ST 1

14



3



City



4 7



Name of 5 payer WORLD SAVINGS BANK

8 9 10



1936

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9 F

2 6



ST 1

14



3



City



Name of 5 payer BANK UNITED

8 9 10



1025

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



INT 2-8



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16



3

24



4

26



5

28 BINTS.LD



13



14



8



9



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch B - Dividend Income

TSJ

1



FRANZ BINGER ANNE BINGER

4



155-30-7939



F



2 6



ST



3



City



Name of 5 payer



9 12 Total capital 15 Sec 1250 gain Ordinary Qualified 2007 qualified: 1a dividends 1b dividends 2a gain distribution 2b 25% rate 16 Sec 1202 gain 17 Collectibles 18 Federal income 19 Investment 27 28 30 US government 2c 14% rate 2d 28% gain 4 tax withheld 5 expenses % Nominee dividend Not taxable on ST dividends



2007 dividends:



TSJ



1



F



2 6



ST 1a

17



3



City



4



Name of 5 payer A G EDWARDS

9 12 15



169

16



1b

18 19 4 27



2a

28



2b

30



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer ALLEGHENY TECHNOLOGIES

9 12 15



11

16 17



11

18 19 4



1b

27



2a

28



2b

30



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer HUDSON CITY BANKCORP

9 12 15



212

16 17



212

18 19 4



1b

27



2a

28



2b

30



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer INLAND WESTERN RET

9 12 15



1115

16 17



1b

18 19 4 27



2a

28



2b

30



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer PRUDENTIAL FINANCIAL

9 12 15



25

16 17



25

18 19 4



1b

27



2a

28



2b

30



DIV 2-9



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer PRUDENTIAL FINANCIAL

9 12 15



23

16 17



23

18 19 4



1b

27



2a

28



2b

30



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer UNITRIN INC

9 12 15



101

16 17



101

18 19 4



1b

27



2a

28



2b

30



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer PIEDMONT OFFICE REALTY

9 12 15



3362

16 17



1b

18 19 4 27



2a

28



2b

30



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer FEDERATED CAPITAL RESERVES

9 12 15



46

16 17



1b

18 19 4 27



2a

28



2b

30



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 27



2a

28



2b

30 BDIVS.LD



16



17



2c



2d



4



5



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch A - Itemized Deductions

TSJ

1



FRANZ BINGER ANNE BINGER

Force itemized

5



155-30-7939

Force standard

6 7



J



F



2



ST



3



City



4



Medical and Dental



1 Health insurance premiums Long term care premiums Number of medical miles before July 1 Number of medical miles after June 30 Other medical and dental expenses



6961

8



5468

Total miles for 2007

9 10



600

11



1709

12 13 14



Taxes



5 Income taxes General sales tax 6 Real estate Taxes that qualify for State Property Tax Credit 7 Personal property 8 Other

17 19



3093

15 16



36

18 20 21



Interest You Paid



10 Home mortgage interest and points reported on Form 1098 11 No 1098 Name Address

22 24



SSN/EIN



23 25 26 27 28 29



A 3-1



Portion of lines 10 and 11 that is home equity interest 12 Points not reported on Form 1098 13 Qualified mortgage insurance premiums 14 Investment interest Gifts to Charity 16 Total gifts by cash or check Portion of line 16 for disaster relief 30% limitation Charitable miles Midwestern disaster relief miles before July 1 Midwestern disaster relief miles after June 30 17 Other than by cash or check Job Expenses and Most Other Misc Deductions 22 Tax preparation fees 23 Other expenses:

50 52 54 47 30



450

31 32 33



18 Carryover from prior year subject to: 50% limitation 30% limitation 30% limitation capital gain property 20% limitation

37 38 39 40



100

34 35 36 41 43 45



21 Unreimbursed employee expenses:



42 44 46 48 49



197

51 53 55 57 59 A.LD



Other Misc Deductions



28 Other not subject to 2% limit:



56 58



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 4952 - Investment Interest Expense DeductionANNE BINGER

TSJ 1 2

1



FRANZ BINGER



155-30-7939



F



2



ST



3 4 5 6 7 8 9 10



Investment interest expense paid or accrued in 2008 Disallowed investment interest expense of 2007 Form 4952, line 7



4a Gross investment income 4d Net gain from the disposition of property 4952 3-4 4e Net capital gain from the disposition of investment property 4g Part of capital gains you want included in investment income 5 Investment expenses



Alternative Minimum Tax entries for Form 4952 1 1 2 Interest expense for Section 163(d)(5) property Interest expense from private activity bonds issued after 8/7/86 Disallowed investment interest expense of 2007 Form 4952, line 7

11 12 13 14



4a Adjustment for gross investment income



8283 - Noncash Charitable Contributions

TSJ

1



J



F



2



ST



3 4 5



Donee I.D. Donee organization Donee address Donee City, State, ZIP Property description Physical condition Valuation method used How acquired Date acquired 8283 3-5 Date contributed Cost or adjusted basis Fair market value Bargain sale price Average security price

20



NAPLES COMMUNITY HOSPITAL AUXILARY

6



2157 PINE RIDGE RD

7 8 9



NAPLES

10 11 12 13 14 15 16 17 18 19



FL 34109



PROPERTY TYPE (if over $5,000)

30 31 32 33 34 35 36 37 38



Art valued more than $20,000 Art valued less than $20,000 Collectibles Qualified conservation contribution Other real estate Intellectual property Equipment Securities Other RESTRICTIONS On disposition Yes

39 41 43



Donated property is publicly traded security



IF LESS THAN ENTIRE INTEREST Prior-year donee Address City, State, ZIP Place kept Person in possession Prior-year deduction claimed Deduction claimed this year

21 22 23 26 27 28 29 24 25



No

40 42 44 45 46



Income rights Particular use Override section



(A/B)



Contribution category



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



A.LD3



2008 4952 - Investment Interest Expense DeductionANNE BINGER

TSJ 1 2

1



FRANZ BINGER



155-30-7939



F



2



ST



3 4 5 6 7 8 9 10



Investment interest expense paid or accrued in 2008 Disallowed investment interest expense of 2007 Form 4952, line 7



4a Gross investment income 4d Net gain from the disposition of property 4952 3-4 4e Net capital gain from the disposition of investment property 4g Part of capital gains you want included in investment income 5 Investment expenses



Alternative Minimum Tax entries for Form 4952 1 1 2 Interest expense for Section 163(d)(5) property Interest expense from private activity bonds issued after 8/7/86 Disallowed investment interest expense of 2007 Form 4952, line 7

11 12 13 14



4a Adjustment for gross investment income



8283 - Noncash Charitable Contributions

TSJ

1



J



F



2



ST



3 4 5



Donee I.D. Donee organization Donee address Donee City, State, ZIP Property description Physical condition Valuation method used How acquired Date acquired 8283 3-5 Date contributed Cost or adjusted basis Fair market value Bargain sale price Average security price

20



NAPLES COMMUNITY HOSPITAL AUXILARY

6



2157 PINE RIDGE RD

7 8 9



NAPLES

10 11 12 13 14 15 16 17 18 19



FL 34109



PROPERTY TYPE (if over $5,000)

30 31 32 33 34 35 36 37 38



Art valued more than $20,000 Art valued less than $20,000 Collectibles Qualified conservation contribution Other real estate Intellectual property Equipment Securities Other RESTRICTIONS On disposition Yes

39 41 43



Donated property is publicly traded security



IF LESS THAN ENTIRE INTEREST Prior-year donee Address City, State, ZIP Place kept Person in possession Prior-year deduction claimed Deduction claimed this year

21 22 23 26 27 28 29 24 25



No

40 42 44 45 46



Income rights Particular use Override section



(A/B)



Contribution category



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



A.LD3



2008 Sch D - Capital Gains & Losses

TSJ

1 12 23 34 45 56 67 78 89 2 13 24 35 46 57 68 79 90 101 112 123 2 13 24 35 46 57 68 79 90 101 112 123



FRANZ BINGER ANNE BINGER

Date Acquired

6 17 28 39 50 61 72 83 94 105 116 127 6 17 28 39 50 61 72 83 94 105 116 127 7 18 29 40 51 62 73 84 95 106 117 128 7 18 29 40 51 62 73 84 95 106 117 128



155-30-7939

Sales Price

8 19 30 41 52 63 74 85 96 107 118 129 8 19 30 41 52 63 74 85 96 107 118 129 9 20 31 42 53 64 75 86 97 108 119 130 9 20 31 42 53 64 75 86 97 108 119 130



F

3



ST

5 16 27 38 49 60 71 82 93 104 115 126 5 16 27 38 49 60 71 82 93 104 115 126



Description



Date Sold



Cost or Basis



S / L Misc

10 21 32 43 54 65 76 87 98 109 120 131 10 21 32 43 54 65 76 87 98 109 120 131 11 22 33 44 55 66 77 88 99 110 121 132 11 22 33 44 55 66 77 88 99 110 121 132



14 25 36 47 58 69 80 91 102 113 124 3 14 25 36 47 58 69 80 91 102 113 124



D 10-1



100 111 122 1 12 23 34 45 56 67 78 89 100 111 122



Sch D - Loss Carryovers and Other Entries

TSJ

1



ST



2



City



3



Short Term 4 5 6 D1 10-2 Gain (loss) 6252, 4684, 6781, and 8824 Gain (loss) from partnerships, S corps, estates, trusts Capital loss carryover from 2007

4 5 6



Column F



Long Term 11 12 13 14 Gain from Form 2439 or Form 6252 Gain (loss) from partnerships, S corps, estate, trusts Capital gain distributions Capital loss carryover from 2007

7 9 11 13 8 10 12



28% Gain



36710

14 15 SALE.LD



Capital Gain Tax Computation Unrecaptured section 1250 gain from partnership and S-corporation K-1's 19 Federal Schedule D, line 19



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



FRANZ BINGER ANNE BINGER



155-30-7939



MEDICARE PREMIUMS

2007 Amount

3



Description

2



2008 Amount



PART B PREMIUMS

4



1122

5



RX PREMIUMS

6 8 10 12 14 16 18 20 22 24



148

7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



FRANZ BINGER ANNE BINGER



155-30-7939



SCHEDULE A, LINE 1 - OTHER MEDICAL AND DENTAL EXPENSES

2007 Amount

3



Description

2



2008 Amount



DOCTOR

4



95

5



HOSPITAL

6



53

7



DOCTOR

8



51

9



MEDICAL DEVICE

10



60

11



PRESCRIPTIONS

12 14 16 18 20 22 24



1450

13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

ALEXANDRA CHURA



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



ALEXANDRA CHURA



050-80-7383



Spouse

22 23 25 27 29



1 050-80-7383 ALEXANDRA CHURA 10-14-1991

Phone number DOD

8



SSN Mid init Suffix

4



S

6



First name Last name Date of birth Occupation



Mid init Suffix DOD

28



24 26



STUDENT

Extension

11 13 10 12 14



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Daytime Evening 1 1-1 Cell



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another X

43



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 54 55 56



9241 ESTERO RIVER CIRCLE

45



Apt. no State

46



44



ESTERO

50



FL



Zip



47



33928



Resident state Resident city

49



48



FL



LEE

51 52



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



2210 code 2007 Fed tax 2007 State tax

64 65



63



Code 3 Code 4 Code 5



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount State/City selection

2



3 4



State deposit amount Account number

7



RTN

6



Type of account

8



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund. DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



Federal deposit amount State/City selection

15



16 17



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Form W-2 - Wage and Tax Statement

TS

1 2



ALEXANDRA CHURA

Wages, tips, etc. S.S. wages

16



050-80-7383 2422

18



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



115

19



T

Employer's Federal I.D. Number

3



2422

20



150

21



59-0324412



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



2422

22 24 26



35

23 25



Employer's name, address, city, state, ZIP code

4



PUBLIX SUPER MARKETS INC

5



PO BOX 32024

6 7 8 9



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



LAKELAND

Employee's name/address (if different)

10 11



FL



33802-2024

Other

42 44 43 45 47



ALEXANDRA S

12



CHURA

14 15 46



12d



9241 ESTERO RIVER CIRCLE

13



ESTERO

State

48 55 62 69 76 49 56 63 70



FL

State I.D. #

50



33928

State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



2422

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2 3



F



Wages, tips, etc. S.S. wages Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee

8 9 39



16 18 20 22 24 26



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17 19 21 23 25



Employer's Federal I.D. Number



Employer's name, address, city, state, ZIP code

4 5 6 7



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



W2 2-6 Employee's name/address (if different)

10 12 13 14 15 11



Other

42 44 46 43 45 47



12d



State

48 55 62 69 76 49 56 63 70



State I.D. #

50 57 64 71



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

MICHAEL & DEBORAH CHURA



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



MICHAEL CHURA DEBORAH



062-64-4692



Spouse

22 23 25



2 062-64-4692 MICHAEL CHURA

DOD

8



SSN Mid init Suffix

4



068-56-6342 DEBORAH

DOD

28



T

6



First name Last name Date of birth Occupation



Mid init Suffix



24



S



26



27 29



CONSTRUCTION SUPT

Phone number Extension

11 13 10 12 14



REAL ESTATE

Phone number Extension

31 33 30 32 34



Daytime Evening 1 1-1 Cell



Daytime Evening Cell



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 43



9241 ESTERO RIVER CIRCLE

45



Apt. no State

46



44



ESTERO

50



FL



Zip



47



33928



Resident state Resident city

49



48



FL



LEE

51 52



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



1

54 55 56



2210 code 2007 Fed tax 2007 State tax

64



63



Code 3 Code 4 Code 5



19539

65



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount



3 4



Y



State/City selection



2



State deposit amount Account number

7



RTN

6



Type of account

8



SUNTRUST BANK

DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



063102152 0002114942968

Federal deposit amount State/City selection

15



X

16 17



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund.



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Dependent Information

Dependent First name

1 2



MICHAEL CHURA DEBORAH

Last name (if different) Suffix

3 4



062-64-4692

SSN

5



Relationship



Months in home

6 7



Date of Birth



NICHOLAS W



CHURA



Qualifying child care expenses incurred and paid in 2008 Portion of qualifying expenses provided by your employer Hope Credit qualified expenses paid Lifetime Learning Credit qualified expenses paid Tuition and fees deduction

16



8 9 10 11 12



114-76-0802 SON



12



02-15-1990



TSJ State State codes Yes

17 19



13 14 15



Not eligible for EIC



No

18 20



Yes 13a Could another person qualify to claim this child?

23 24 21



No Don't know

22



10 Is child unmarried OR married and can be claimed as the taxpayer's dependent? 11 Did the child live with the taxpayer in the U.S. for over half of the year?



13b Child's relationship to the other person 13c



If the tiebreaker rules apply, would the child be treated as the taxpayer's qualifying child?

34 35 36 37



25



26



27 28 29 30



Over 18 and a student Over 18 and disabled Not eligible for Child Tax Credit Not US Citizen or resident alien



31 32 33



Child lived with you Child did NOT live with you due to divorce or separation Other dependent



Not a dependent Not a dependent - HOH qualifier Qualifies for Form 8901 Attended eligible Midwestern disaster area educational institution Months Relationship in home

5 6 7



2 1-3

1



Dependent First name



Last name (if different)

2



Suffix

3 4



SSN



Date of Birth



ALEXANDRA S



CHURA



Qualifying child care expenses incurred and paid in 2008 Portion of qualifying expenses provided by your employer Hope Credit qualified expenses paid Lifetime Learning Credit qualified expenses paid Tuition and fees deduction

16



8 9 10 11 12



050-80-7383



DAUGHTER



12



10-14-1991



TSJ State State codes Yes

17 19



13 14 15



Not eligible for EIC



No

18 20



Yes 13a Could another person qualify to claim this child?

23 24 21



No Don't know

22



10 Is child unmarried OR married and can be claimed as the taxpayer's dependent? 11 Did the child live with the taxpayer in the U.S. for over half of the year?



13b Child's relationship to the other person 13c



If the tiebreaker rules apply, would the child be treated as the taxpayer's qualifying child?

34 35 36 37



25



26



27 28 29 30



Over 18 and a student Over 18 and disabled Not eligible for Child Tax Credit Not US Citizen or resident alien



31 32 33



Child lived with you Child did NOT live with you due to divorce or separation Other dependent



Not a dependent Not a dependent - HOH qualifier Qualifies for Form 8901 Attended eligible Midwestern disaster area educational institution

DEP.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form W-2 - Wage and Tax Statement

TS

1 2



MICHAEL CHURA DEBORAH

Wages, tips, etc. S.S. wages

16



062-64-4692 171497

18



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code



17



29640

19



T

Employer's Federal I.D. Number

3



97500

20



6045

21



59-1530885



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



181897

22 24 26



2638

23 25



Employer's name, address, city, state, ZIP code

4



KRAFT CONSTRUCTION CO INC

5



3520 KRAFT ROAD

6 7 8 9



Amount

28 29 32 35 38



Year



Retirement plan

40



Sick pay

41



12a 12b 12c



27



C

30



61

31



39



W2 2-6



NAPLES

Employee's name/address (if different)

10 11



FL



34105

Other

42 43



D

33 36



10400

34 37



MICHAEL T

12



CHURA

14 15



AUTO

44 46



761

45 47



12d



9241 ESTERO RIVER CIRCLE

13



ESTERO

State

48 55 62 69 76 49 56 63 70



FL

State I.D. #

50



33928

State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



171497

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2 3



F



Wages, tips, etc. S.S. wages Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee

8 9 39



16 18 20 22 24 26



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17 19 21 23 25



Employer's Federal I.D. Number



Employer's name, address, city, state, ZIP code

4 5 6 7



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



W2 2-6 Employee's name/address (if different)

10 12 13 14 15 11



Other

42 44 46 43 45 47



12d



State

48 55 62 69 76 49 56 63 70



State I.D. #

50 57 64 71



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form 1099-R

TS

1



MICHAEL CHURA DEBORAH

Pension type

3



062-64-4692



T



F



2



Corrected

5



4



Payer's Federal ID number



42-0127290



1



Gross distribution



19



186

20



2a Taxable amount Payer's name, address, city, state, ZIP code

6 7 8 9



186

21 22



2b Taxable amount not determined 3

10 11



PRINCIPAL LIFE INSURANCE CO 711 HIGH STREET DES MOINES

Recipient's name and address (if different)



Total distribution 4 Federal tax withheld

24



Capital gain included in box 2a

23



IA

13



50392-2440

5 Employee contributions or insurance 25 premium Distribution code

27



12 14 15



MICHAEL T ESTERO

Account number (optional)



CHURA

7

17 16



6 Unrealized 26 appreciation 8 Other Percentage

30



9241 ESTERO RIVER CIRCLE



FL



33928



P



IRA/SEP



28



29



9a Your percent of total distribution 11 State

34 38 31



9b Total employee contribution

32



18



1099 2-7



10 State tax withheld 2007 2008

33 37



Payer's state no.

35 39



12 State distribution

36 40



13 Local tax withheld 2007 2008

41 45



14 City

42 46



Locality name

43 47



15 Local distribution

44 48



Special treatment for this distribution

49 50 51 52 53 54



Many states require Date of Retirement Date of retirement AL, AR, HI, KS, KY, LA OR, MI, NY, & UT may require this info Percent 56 Portion of 1099-R to exclude on state 58 Portion of 1099-R NOT qualifying for state exclusion For NY only Decedent's age

73 55



Is this 1099-R for disability? If so, reported as wages on line 7 of the 1040? Carry this entry to Form 5329 and compute 10% penalty Exclude from income - it is reported on Form 4972 Exclude from income - it is reported on Form 8606 Exclude from income - it was rolled-over into another qual plan



Amount

57



or

59



or



Simplified General Rule worksheet (worksheet will override line 2a) 2 3 Cost in plan at starting date plus any death benefit exclusion Age (or combined ages) at annuity starting date

62 60 61



Payments are for taxpayer's life and that of beneficiary (Check only if payments began after Nov 19, 1996)

63 64 65 67



4 5 6



Special rule computation: Number of monthly payments during 2008 (12 is assumed) If starting date after 1986, enter amount recovered tax free Annuity starting date:

66



Before November 19, 1996



After November 18, 1996 HSA Funding Distribution

74



Other Misc Items

68



Qualified Charitable Distributions

71



Was this 1099-R altered or handwritten?

69



Box 2 100% QCD up to $100,000

72



Box 2 100% HFD

75



Partial Rollover amount

70



Box 2 partial QCD up to $100,000



Box 2 partial HFD



1st year of Roth contribution



Insurance Premiums for Public Safety Officers

76



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



1099_R.LD



2008 Sch B - Interest Income

TSJ

1



MICHAEL CHURA DEBORAH

4



062-64-4692



F



2 6



ST



3



City



2007 income

13



Tax exempt 8 interest Note



Interest 1 Income 14 PAB 9 interest



Name of 5 payer 7 Early withdrawal 8 U.S. gov't 9 Federal tax 10 Investment 2 penalty 3 interest 4 withheld 5 expenses 15 Nominee 16 Accrual 24 Res St municipal int 26 Other St municipal int 28 Other tax-exempt int interest interest included in Box 8 included in Box 8 included in Box 8



TSJ



1



S



F



2 6



ST 1

14



3



City



4 7



Name of 5 payer SUNTRUST BANK

8 9 10



12

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9



J



F



2 6



ST 1

14



3



City



Name of 5 payer SUNTRUST BANK

8 9 10



945

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



INT 2-8



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16



3

24



4

26



5

28 BINTS.LD



13



14



8



9



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch A - Itemized Deductions

TSJ

1



MICHAEL CHURA DEBORAH

Force itemized

5



062-64-4692

Force standard

6 7 8



F



2



ST



3



City



4



Medical and Dental



1 Health insurance premiums Long term care premiums Number of medical miles before July 1 Number of medical miles after June 30 Other medical and dental expenses Total miles for 2007



9 10 11 12 13 14



Taxes



5 Income taxes General sales tax 6 Real estate Taxes that qualify for State Property Tax Credit 7 Personal property 8 Other

17 19



4487

15 16 18 20 21



Interest You Paid



10 Home mortgage interest and points reported on Form 1098 11 No 1098 Name Address

22 24



19139

SSN/EIN

23 25 26 27 28 29



A 3-1



Portion of lines 10 and 11 that is home equity interest 12 Points not reported on Form 1098 13 Qualified mortgage insurance premiums 14 Investment interest Gifts to Charity 16 Total gifts by cash or check Portion of line 16 for disaster relief 30% limitation Charitable miles Midwestern disaster relief miles before July 1 Midwestern disaster relief miles after June 30 17 Other than by cash or check Job Expenses and Most Other Misc Deductions 22 Tax preparation fees 23 Other expenses:

50 52 54 47 30 31 32 33 34 35 36 41 43 45



18 Carryover from prior year subject to: 50% limitation 30% limitation 30% limitation capital gain property 20% limitation

37 38 39 40



21 Unreimbursed employee expenses:



42 44 46 48 49 51 53 55 57 59 A.LD



Other Misc Deductions



28 Other not subject to 2% limit:



56 58



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 4952 - Investment Interest Expense DeductionDEBORAH

TSJ 1 2

1



MICHAEL CHURA



062-64-4692



J



F



2



ST



3 4



Investment interest expense paid or accrued in 2008 Disallowed investment interest expense of 2007 Form 4952, line 7



12198



5 6 7 8 9 10



4a Gross investment income 4d Net gain from the disposition of property 4952 3-4 4e Net capital gain from the disposition of investment property 4g Part of capital gains you want included in investment income 5 Investment expenses



Alternative Minimum Tax entries for Form 4952 1 1 2 Interest expense for Section 163(d)(5) property Interest expense from private activity bonds issued after 8/7/86 Disallowed investment interest expense of 2007 Form 4952, line 7

11 12 13 14



4a Adjustment for gross investment income



8283 - Noncash Charitable Contributions

TSJ

1



F



2



ST



3 4 5 6 7 10 11 12 13 14 15 16 17 18 19 8 9



Donee I.D. Donee organization Donee address Donee City, State, ZIP Property description Physical condition Valuation method used How acquired Date acquired 8283 3-5 Date contributed Cost or adjusted basis Fair market value Bargain sale price Average security price

20



PROPERTY TYPE (if over $5,000)

30 31 32 33 34 35 36 37 38



Art valued more than $20,000 Art valued less than $20,000 Collectibles Qualified conservation contribution Other real estate Intellectual property Equipment Securities Other RESTRICTIONS On disposition Yes

39 41 43



Donated property is publicly traded security



IF LESS THAN ENTIRE INTEREST Prior-year donee Address City, State, ZIP Place kept Person in possession Prior-year deduction claimed Deduction claimed this year

21 22 23 26 27 28 29 24 25



No

40 42 44 45 46



Income rights Particular use Override section



(A/B)



Contribution category



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



A.LD3



2008 Sch E - Rent & Royalty Income

TSJ

1



MICHAEL CHURA DEBORAH

PAN

5



062-64-4692



J



F



2



ST



3



City

6 7



4



Kind of property Address of property

8 9



SINGLE FAMILY 38 TRICKLING BR RD, MURPHY, NC

10



Activity Type Some investment is NOT At-Risk Property was 100% disposed of in 2008



2



11 12



Property was used for personal purposes at least 10% or 14 days If box 2 is checked, enter personal %

14 15 16 17 13



If box 2 is checked, this is your main home, or second home



3 Rent Income 4 Royalty income 5 Advertising 6 Auto and travel E 7-1 8 Commissions 9 Insurance

21



18 Other expenses: (list)

30 31



TELPHONE

32



412

33



PROPANE

34



92

35



2591

18 19 20



CABLE TV

36



144

37



7 Cleaning and maintenance



LAWN MAINTENANCE

38



350

39



ROAD MAINTENANCE

40 42 22 23 24 44 46



280

41 43 45 47 48 49



Line 9 includes Private Mortgage Insurance



10 Legal and professional 11 Management fees 12 Interest - mortgage 13 Interest - other 14 Repairs 15 Supplies 16 Taxes 17 Utilities



6473

25 26



20 Depreciation Ownership percent Regular Tax



Alternative Minimum Tax

53 54 55 56



27 28



Prior passive unallowed Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2 Depreciation adjustment (AMT)



50 51 52



1611

29



1685



Sch E, Part II - Partnerships & Corporations

TSJ

1



F



2



ST



3



CITY



4



PAN



5



Name

6



Ptrshp or S Corp

7 8



Foreign Partnership Foreign PTR

9



EIN

10



At Risk? Some is not at risk



Passive Income and Loss

11



Nonpassive Income and Loss

14



Passive Activity Type Passive loss allowed Passive income

13



Nonpassive Activity Type Nonpassive loss Section 179 deduction

16



Nonpassive income

17



E2 7-2



12 18



15



Reporting losses not allowed in prior years due to the at-risk or basis limitations, passive losses not reported on Form 8582, or unreimbursed partnership expenses

19



Estimated tax paid on behalf of the taxpayer Passive Activity Information TOTAL NET of passive income (loss) for the year Adjustment to MAGI on Form 8582 Prior passive unallowed operating - regular tax Prior passive unallowed operating - alternative minimum tax (AMT)

24



20 21 22 23



Activity was 100% disposed of in 2008

E.LD



Drake Software - Individual Interview Sheet/Proforma - Copyright 2008



2008 Sch K-1 for 1065

TS

1



MICHAEL CHURA DEBORAH

3 6



062-64-4692

5



T



F



2



ST



City



4



Passive Activity No.



Partnership ID number Partnership name Address (optional) City, State, ZIP Check applicable boxes

13



20-8698291

8



Tax Shelter Registration No.



7



MOUNTAINSIDE HOME WATCH LLC

9



PO BOX 1435

10 11 12



MURPHY

22



NC

Alternative Minimum Tax

17 18 19 23 24 25 26



28906



The activity was disposed of during taxable year This is a publicly traded partnership This partner is a limited partner Foreign partnership General partner



Activity Type for entire activity

14 15 16



Regular Tax



Prior passive unallowed operating Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2

20



Some investment is NOT At-Risk

21



PRIOR unallowed AT-RISK loss carryovers Amounts from K-1 Code 1 2 3 4 5 Ordinary income or loss Rental real estate income Other rental income or loss Guaranteed payments Interest income



2008 Amount

27



2007 Amount



Code 15 Credits

58 60



2008 Amount

59 61



2007 Amount



-519

28 29 30 31 32 33 34 35 36 37 38 39 40 41 43 45 42 44 46 47 48 50 52 49 51 53 55



Enter Foreign Transaction 16 Information on screen 1116 62 17 Alternative minimum tax items

64 66



63 65 67 69 71 73 75



6a Ordinary dividends 6b Qualified dividends K1P 7-4 7 8 Royalties



18 Tax-exempt income/ nondeductible expenses



68 70 72



ST capital gain or loss capital gain 9a LTloss or 9b Collectibles loss 28% gain or 9c Unrecap section 1250 gain 10 11 Net 1231 gain or loss Other income or loss



19 Distributions



74



A

76 77 79 81 83 85 86 87 78 80 82 84



13



20 Other information



Depletion Unreimbursed partnership expenses For State Use Only Section 179 Recapture US Gov't Interest



12 13



Section 179 deduction Other deductions



88 89 90 91 95 96 97 98 K1P.LD



14



Self-employment earnings (loss)



54



A

56 57



-519



State tax withheld State distributions State 2008 179 Exp from K-1



For Section 179 Use Only Federal 2008 179 Exp allowed Federal 179 Exp CO from 2007 Federal 2007 179 Exp allowed

92 93 94



State 2008 179 Exp allowed State 179 Exp CO from 2007 State 2007 179 Exp allowed



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch K-1 for 1065

TS

1



MICHAEL CHURA DEBORAH

3 6



062-64-4692

5



S



F



2



ST



City



4



Passive Activity No.



Partnership ID number Partnership name Address (optional) City, State, ZIP Check applicable boxes

13



33-1146566

8



Tax Shelter Registration No.



7



CHURA RETIREMENT LLC

9



9241 ESTERO RIVER CIRCLE

10 11 12



ESTERO

22



FL

Alternative Minimum Tax

17 18 19 23 24 25 26



33928



The activity was disposed of during taxable year This is a publicly traded partnership This partner is a limited partner Foreign partnership General partner



Activity Type for entire activity

14 15 16



Regular Tax



Prior passive unallowed operating Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2

20



Some investment is NOT At-Risk

21



PRIOR unallowed AT-RISK loss carryovers Amounts from K-1 Code 1 2 3 4 5 Ordinary income or loss Rental real estate income Other rental income or loss Guaranteed payments Interest income



2008 Amount

27



2007 Amount



Code 15 Credits

58 60



2008 Amount

59 61



2007 Amount



-1279

28 29 30 31 32 33 34 35 36 37 38 39 40 41 43 45 42 44 46 47 48 50 52 49 51 53 55



Enter Foreign Transaction 16 Information on screen 1116 62 17 Alternative minimum tax items

64 66



63 65 67 69 71 73 75 77 79 81 83 85 86 87



6a Ordinary dividends 6b Qualified dividends K1P 7-4 7 8 Royalties



18 Tax-exempt income/ nondeductible expenses



68 70 72



ST capital gain or loss capital gain 9a LTloss or 9b Collectibles loss 28% gain or 9c Unrecap section 1250 gain 10 11 Net 1231 gain or loss Other income or loss



19 Distributions



74 76



20 Other information



78 80 82 84



Depletion Unreimbursed partnership expenses For State Use Only Section 179 Recapture US Gov't Interest



12 13



Section 179 deduction Other deductions



88 89 90 91 95 96 97 98 K1P.LD



14



Self-employment earnings (loss)



54



A

56 57



-1279



State tax withheld State distributions State 2008 179 Exp from K-1



For Section 179 Use Only Federal 2008 179 Exp allowed Federal 179 Exp CO from 2007 Federal 2007 179 Exp allowed

92 93 94



State 2008 179 Exp allowed State 179 Exp CO from 2007 State 2007 179 Exp allowed



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch K-1 for 1065

TS

1



MICHAEL CHURA DEBORAH

3 6



062-64-4692

5



T



F



2



ST



City



4



Passive Activity No.



Partnership ID number Partnership name Address (optional) City, State, ZIP Check applicable boxes

13



33-1146566

8



Tax Shelter Registration No.



7



CHURA RETIREMENT LLC

9



9241 ESTERO RIVER CIRCLE

10 11 12



ESTERO

22



FL

Alternative Minimum Tax

17 18 19 23 24 25 26



33928



The activity was disposed of during taxable year This is a publicly traded partnership This partner is a limited partner Foreign partnership General partner



Activity Type for entire activity

14 15 16



Regular Tax



Prior passive unallowed operating Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2

20



Some investment is NOT At-Risk

21



PRIOR unallowed AT-RISK loss carryovers Amounts from K-1 Code 1 2 3 4 5 Ordinary income or loss Rental real estate income Other rental income or loss Guaranteed payments Interest income



2008 Amount

27



2007 Amount



Code 15 Credits

58 60



2008 Amount

59 61



2007 Amount



-1279

28 29 30 31 32 33 34 35 36 37 38 39 40 41 43 45 42 44 46 47 48 50 52 49 51 53 55



Enter Foreign Transaction 16 Information on screen 1116 62 17 Alternative minimum tax items

64 66



63 65 67 69 71 73 75 77 79 81 83 85 86 87



6a Ordinary dividends 6b Qualified dividends K1P 7-4 7 8 Royalties



18 Tax-exempt income/ nondeductible expenses



68 70 72



ST capital gain or loss capital gain 9a LTloss or 9b Collectibles loss 28% gain or 9c Unrecap section 1250 gain 10 11 Net 1231 gain or loss Other income or loss



19 Distributions



74 76



20 Other information



78 80 82 84



Depletion Unreimbursed partnership expenses For State Use Only Section 179 Recapture US Gov't Interest



12 13



Section 179 deduction Other deductions



88 89 90 91 95 96 97 98 K1P.LD



14



Self-employment earnings (loss)



54



A

56 57



-1279



State tax withheld State distributions State 2008 179 Exp from K-1



For Section 179 Use Only Federal 2008 179 Exp allowed Federal 179 Exp CO from 2007 Federal 2007 179 Exp allowed

92 93 94



State 2008 179 Exp allowed State 179 Exp CO from 2007 State 2007 179 Exp allowed



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch K-1 for 1065

TS

1



MICHAEL CHURA DEBORAH

3 6



062-64-4692

5



S



F



2



ST



City



4



Passive Activity No.



Partnership ID number Partnership name Address (optional) City, State, ZIP Check applicable boxes

13



06-1795964

8



Tax Shelter Registration No.



7



MOUNTAINSIDE RETIREMENT LLC

9



9241 ESTERO RIVER CIRCLE

10 11 12



ESTERO

22



FL

Alternative Minimum Tax

17 18 19 23 24 25 26



33928



The activity was disposed of during taxable year This is a publicly traded partnership This partner is a limited partner Foreign partnership General partner



Activity Type for entire activity

14 15 16



Regular Tax



Prior passive unallowed operating Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2

20



Some investment is NOT At-Risk

21



PRIOR unallowed AT-RISK loss carryovers Amounts from K-1 Code 1 2 3 4 5 Ordinary income or loss Rental real estate income Other rental income or loss Guaranteed payments Interest income



2008 Amount

27



2007 Amount



Code 15 Credits

58 60



2008 Amount

59 61



2007 Amount



-244

28 29 30 31 32 33 34 35



Enter Foreign Transaction 16 Information on screen 1116 62 17 Alternative minimum tax items

64 66



63 65 67 69 71 73 75 77 79 81 83 85 86 87



6a Ordinary dividends 6b Qualified dividends K1P 7-4 7 8 Royalties



18 Tax-exempt income/ nondeductible expenses



68 70 72



ST capital gain or loss capital gain 9a LTloss or 9b Collectibles loss 28% gain or 9c Unrecap section 1250 gain 10 11 Net 1231 gain or loss Other income or loss



1537

36 37 38 39 40 41 43 45 42 44 46 47 48 50 52 49 51 53 55



19 Distributions



74 76



20 Other information



78 80 82 84



Depletion Unreimbursed partnership expenses For State Use Only Section 179 Recapture US Gov't Interest



12 13



Section 179 deduction Other deductions



88 89 90 91 95 96 97 98 K1P.LD



14



Self-employment earnings (loss)



54



A

56 57



-244



State tax withheld State distributions State 2008 179 Exp from K-1



For Section 179 Use Only Federal 2008 179 Exp allowed Federal 179 Exp CO from 2007 Federal 2007 179 Exp allowed

92 93 94



State 2008 179 Exp allowed State 179 Exp CO from 2007 State 2007 179 Exp allowed



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch K-1 for 1065

TS

1



MICHAEL CHURA DEBORAH

3 6



062-64-4692

5



T



F



2



ST



City



4



Passive Activity No.



Partnership ID number Partnership name Address (optional) City, State, ZIP Check applicable boxes

13



06-1795964

8



Tax Shelter Registration No.



7



MOUNTAINSIDE RETIREMENT LLC

9



9241 ESTERO RIVER CIRCLE

10 11 12



ESTERO

22



FL

Alternative Minimum Tax

17 18 19 23 24 25 26



33928



The activity was disposed of during taxable year This is a publicly traded partnership This partner is a limited partner Foreign partnership General partner



Activity Type for entire activity

14 15 16



Regular Tax



Prior passive unallowed operating Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2

20



Some investment is NOT At-Risk

21



PRIOR unallowed AT-RISK loss carryovers Amounts from K-1 Code 1 2 3 4 5 Ordinary income or loss Rental real estate income Other rental income or loss Guaranteed payments Interest income



2008 Amount

27



2007 Amount



Code 15 Credits

58 60



2008 Amount

59 61



2007 Amount



-244

28 29 30 31 32 33 34 35



Enter Foreign Transaction 16 Information on screen 1116 62 17 Alternative minimum tax items

64 66



63 65 67 69 71 73 75 77 79 81 83 85 86 87



6a Ordinary dividends 6b Qualified dividends K1P 7-4 7 8 Royalties



18 Tax-exempt income/ nondeductible expenses



68 70 72



ST capital gain or loss capital gain 9a LTloss or 9b Collectibles loss 28% gain or 9c Unrecap section 1250 gain 10 11 Net 1231 gain or loss Other income or loss



1537

36 37 38 39 40 41 43 45 42 44 46 47 48 50 52 49 51 53 55



19 Distributions



74 76



20 Other information



78 80 82 84



Depletion Unreimbursed partnership expenses For State Use Only Section 179 Recapture US Gov't Interest



12 13



Section 179 deduction Other deductions



88 89 90 91 95 96 97 98 K1P.LD



14



Self-employment earnings (loss)



54



A

56 57



-244



State tax withheld State distributions State 2008 179 Exp from K-1



For Section 179 Use Only Federal 2008 179 Exp allowed Federal 179 Exp CO from 2007 Federal 2007 179 Exp allowed

92 93 94



State 2008 179 Exp allowed State 179 Exp CO from 2007 State 2007 179 Exp allowed



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch K-1 for 1120S

TS

1



MICHAEL CHURA DEBORAH

City

6 4



062-64-4692

5



S



F



2



ST



3



Passive Activity No.



S Corporation ID Number S Corporation name Address (optional) City, state, ZIP Check Applicable Boxes

13



20-2119870

8



Tax Shelter Registration No.



7



HARBORSIDE REALTY & INVESTMENTS INC

9



9241 ESTERO RIVER CIRCLE

10 11 12



ESTERO

Alternative Minimum Tax

17 18 19 20 21 22



FL



339284418



Activity Type

14 15 16



Regular Tax



Some investment is NOT at risk PRIOR unallowed AT-RISK loss carryovers The activity was disposed of during taxable year



Prior passive unallowed operating Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2 Amounts From K-1 1 2 3 4 Ordinary income (loss) Rental real estate income (loss) Other rental income (loss) Interest income Code

23



2008 Amount



2007 Amount



Code 12 Other deductions (cont.)

57 59 61 58 60 62 64 66 68 70 72



2008 Amount



2007 Amount



-6099

24 25 26 27 28 29 30 31 32 33 34 35 36 38 40 42 44 37 39 41 43 45 46 47 49 51 53 55 48 50 52 54 56



13 Credits



63 65 67 69 71



5a Ordinary dividends 5b Qualified dividends 6 K1S 7-5 7 ST capital gain (loss) 8a LT capital gain (loss) 8b Collectibles 28% gain (loss) 8c Unrecaptured section 1250 gain 9 10 Net 1231 gain (loss) Other income (loss) Royalties



Enter foreign transaction information 14 on screen 1116 if applicable 73 74 15 Alternative minimum tax items

75 77 79 81 76 78 80 82 84



16 Items affecting shareholder basis



83



C

85 87 89 91 86 88 90 92 94 96 98 100 101



118



11 12



Section 179 deduction Other deductions



17 Other information



93 95 97 99



Depletion For State Use Only Section 179 recapture US Gov't interest State tax withheld State distributions

102 103 104 105



For Section 179 Use Only Federal 2008 179 Exp allowed Federal 179 Exp CO from 2007 Federal 2007 179 Exp allowed State 2008 179 Exp from K-1

106 107 108 109 K1S.LD



State 2008 179 Exp allowed State 179 Exp CO from 2007 State 2007 179 Exp allowed



110 111 112



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch K-1 for 1120S

TS

1



MICHAEL CHURA DEBORAH

City

6 4



062-64-4692

5



T



F



2



ST



3



Passive Activity No.



S Corporation ID Number S Corporation name Address (optional) City, state, ZIP Check Applicable Boxes

13



20-2119870

8



Tax Shelter Registration No.



7



HARBORSIDE REALTY & INVESTMENTS INC

9



9241 ESTERO RIVER CIRCLE

10 11 12



ESTERO

Alternative Minimum Tax

17 18 19 20 21 22



FL



339284418



Activity Type

14 15 16



Regular Tax



Some investment is NOT at risk PRIOR unallowed AT-RISK loss carryovers The activity was disposed of during taxable year



Prior passive unallowed operating Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2 Amounts From K-1 1 2 3 4 Ordinary income (loss) Rental real estate income (loss) Other rental income (loss) Interest income Code

23



2008 Amount



2007 Amount



Code 12 Other deductions (cont.)

57 59 61 58 60 62 64 66 68 70 72



2008 Amount



2007 Amount



-6098

24 25 26 27 28 29 30 31 32 33 34 35 36 38 40 42 44 37 39 41 43 45 46 47 49 51 53 55 48 50 52 54 56



13 Credits



63 65 67 69 71



5a Ordinary dividends 5b Qualified dividends 6 K1S 7-5 7 ST capital gain (loss) 8a LT capital gain (loss) 8b Collectibles 28% gain (loss) 8c Unrecaptured section 1250 gain 9 10 Net 1231 gain (loss) Other income (loss) Royalties



Enter foreign transaction information 14 on screen 1116 if applicable 73 74 15 Alternative minimum tax items

75 77 79 81 76 78 80 82 84



16 Items affecting shareholder basis



83



C

85 87 89 91 86 88 90 92 94 96 98 100 101



117



11 12



Section 179 deduction Other deductions



17 Other information



93 95 97 99



Depletion For State Use Only Section 179 recapture US Gov't interest State tax withheld State distributions

102 103 104 105



For Section 179 Use Only Federal 2008 179 Exp allowed Federal 179 Exp CO from 2007 Federal 2007 179 Exp allowed State 2008 179 Exp from K-1

106 107 108 109 K1S.LD



State 2008 179 Exp allowed State 179 Exp CO from 2007 State 2007 179 Exp allowed



110 111 112



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



MICHAEL CHURA DEBORAH



062-64-4692



SCHEDULE A, LINE 10 - HOME MTG INTEREST AND POINTS ON FORM 1

2007 Amount

3



Description

2



2008 Amount



COUNTRYWIDE

4



13376

5



SUNTRUST

6 8 10 12 14 16 18 20 22 24



5763

7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



MICHAEL CHURA DEBORAH



062-64-4692



SCHEDULE E, LINE 6 - AUTO & TRAVEL

2007 Amount

3



Description

2



2008 Amount



3 AUTO TRIPS @ 713 MI ESTERO TO MURPHY NC

4



2075

5



AIRFARE

6



338

7



AUTO RENTAL

8 10 12 14 16 18 20 22 24



178

9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

NICHOLAS CHURA



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



NICHOLAS CHURA



114-76-0802



Spouse

22 23 25 27 29



1 114-76-0802 NICHOLAS CHURA

DOD

8



SSN Mid init Suffix

4



M

6



First name Last name Date of birth Occupation



Mid init Suffix DOD

28



24 26



STUDENT

Phone number Extension

11 13 10 12 14



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Daytime Evening 1 1-1 Cell



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another X

43



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 54 55 56



9241 ESTERO RIVER CIRCLE

45



Apt. no State

46



44



ESTERO

50



FL



Zip



47



33928



Resident state Resident city

49



48



FL



LEE

51 52



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



2210 code 2007 Fed tax 2007 State tax

64 65



63



Code 3 Code 4 Code 5



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount State/City selection

2



3 4



State deposit amount Account number

7



RTN

6



Type of account

8



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund. DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



Federal deposit amount State/City selection

15



16 17



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Form W-2 - Wage and Tax Statement

TS

1 2



NICHOLAS CHURA

Wages, tips, etc. S.S. wages

16



114-76-0802 2198

18



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17 19



T

Employer's Federal I.D. Number

3



2198

20



136

21



13-4030389



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



2198

22 24 26



32

23 25



Employer's name, address, city, state, ZIP code

4



BARNES & NOBLE BOOKSELLERS INC

5



1400 OLD COUNTRY ROAD

6 7 8 9



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



WESTBURY

Employee's name/address (if different)

10 11



NY



11590

Other

42 44 43 45 47



NICHOLAS M

12



CHURA

14 15 46



12d



9241 ESTERO RIVER CIRCLE

13



ESTERO

State

48 55 62 69 76 49 56 63 70



FL

State I.D. #

50



33928

State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



2198

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2



F



Wages, tips, etc. S.S. wages

3



16



3050

18



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



141

19



T

Employer's Federal I.D. Number



3050

20



189

21



20-5233356



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



3050

22 24 26



44

23 25



Employer's name, address, city, state, ZIP code

4



MOE'S COCONUT POINT LLC

5



23050 VIA VILLAGIO 125

6 7 8 9



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



ESTERO

Employee's name/address (if different)

10 11



FL



33928

Other

42 44 43 45 47



NICHOLAS M

12



CHURA

14 15 46



12d



9241 ESTERO RIVER CIRCLE

13



ESTERO

State

48 55 62 69 76 49 56 63 70



FL

State I.D. #

50



33928

State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



3050

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch C

TSJ

1



NICHOLAS CHURA

F

2 6 8 10 11 14 12 13 16 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47



114-76-0802

7 9



T



ST



3



City



4



PAN



5



A Profession/product C Business name E Street address City, State, ZIP



B Bus. Code D Empl. ID No.



F Accounting method if not cash: G H

17 18 19



Accrual



15



Other:



Did NOT materially participate in 2008 You started or acquired this business during 2008 You disposed of this business during 2008



Suppress Schedule C-EZ Statutory employee OR qualified joint venture Special tax treatment code 33 C o s t Inventory valuation method (if not Cost):

49 50



I n c o m I e



P a r t



1 Gross receipts or sales 2 Returns and allowances 6 Other income 8 Advertising 9 Car and truck expenses 10 Commissions and fees 11 Contract labor 12 Depletion 13 Depreciation 14 Employee benefits



100



Lower of cost or market Other

51 52 53 54 55 56 57 59 61 63 65 67 69 71 73 89



P o a f r t G o I o I d I s



34 35 36 37



Change in method Beginning inventory Purchases - personal Cost of labor Materials and supplies Other costs Ending inventory



Yes



S o 38 l d 39 41

58



C 4-1 P a r t I I 15 Insurance E x 16 Interest - mortgage p e Interest - other n s e 17 Legal & professional services s 18 Office expense 19 Pensions/profit sharing 20 Rent - vehicle, machinery Rent - other 21 Repairs/maintenance 22 Supplies 23 Taxes and licenses 24 Travel Meals and entertainment 25 Utilities 26 Wages 32b

75 48



O t h 62 e P r 64 a r E t x 66 p V e 68 n s e 70 s

72



60



Family Health Coverage Regular tax Prior unallowed passive loss Prior unallowed passive 4797, Part 1 Prior unallowed passive 4797, Part 2 Depreciation adjustment (AMT)

90 91 92



Alternative minimum tax

93 94 95 96



Some investment is NOT at risk



P a r t



V e h 43 i c 44a l e



Force the mileage rate Date placed in service Business miles before July 1 Business miles after June 30

76



Total miles for 2007



77 78 79 80



45 46



Available when off duty Another vehicle available



Yes Yes Yes Yes



81 83 85 87



No 82 No No No

84 86 88 C.LD



I V I n f o



44b Commuting miles 44c Other miles



47a You have evidence 47b It is written



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

RYANNE DEGALAN



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



RYANNE DEGALAN



321-74-9142



Spouse

22 23 25 27 29



1 321-74-9142 RYANNE DEGALAN

DOD

8



SSN Mid init Suffix

4



A

6



First name Last name Date of birth Occupation



Mid init Suffix DOD

28



24 26



ACCOUNTING RECEPTIONIST

Phone number Extension

11 10 12 14



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Daytime Evening 1 1-1 Cell



239-992-6211



13



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 43



6030 CHARDONNAY LANE

45



Apt. no State

46



44



104

Resident state Resident city

49 48



Naples

50



FL



Zip



47



34119



FL



Collier

51 52



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



1

54



1

55



2210 code 2007 Fed tax 2007 State tax

64



63



Code 3 Code 4 Code 5



1

56



2830

65



1



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount



3



408

4



Y



State/City selection



2



State deposit amount Account number

7



RTN

6



Type of account

8



SUNCOAST SCHOOLS FCU

DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



263182817 4076200500

Federal deposit amount State/City selection

15



X

16 17



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund.



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Form W-2 - Wage and Tax Statement

TS

1 2



RYANNE DEGALAN

Wages, tips, etc. S.S. wages

16



321-74-9142 31050

18



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



3366

19



T

Employer's Federal I.D. Number

3



31050

20



1925

21



65-0116709



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



31050

22 24 26



450

23 25



Employer's name, address, city, state, ZIP code

4



WIEBEL, HENNELLS & CARUFE, P.A.

5



9420 BONITA BEACH RD - SUITE 200

6 7 8 9



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



Bonita Springs

Employee's name/address (if different)

10 11



FL



34135

Other

42 44 43 45 47



RYANNE A

12



DEGALAN

14 15 46



12d



6030 CHARDONNAY LANE

13



Naples

State

48 55 62 69 76 49 56 63 70



FL

State I.D. #

50



34119

State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



31050

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2 3



F



Wages, tips, etc. S.S. wages Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee

8 9 39



16 18 20 22 24 26



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17 19 21 23 25



Employer's Federal I.D. Number



Employer's name, address, city, state, ZIP code

4 5 6 7



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



W2 2-6 Employee's name/address (if different)

10 12 13 14 15 11



Other

42 44 46 43 45 47



12d



State

48 55 62 69 76 49 56 63 70



State I.D. #

50 57 64 71



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form 8859 - DC First-Time Home Buyer Cr

TSJ A

1



RYANNE DEGALAN



321-74-9142



Address of home qualifying for the credit

2



City

3



State

4



ZIP

5 6 7 8 9 10 11



8859 12-21 B C D 1 2 7 Lot number Square number Settlement or closing date Purchase price of home Adjustment to modified adjusted income Credit carryforward from prior year



Form 8861 - Welfare-to-Work Credit

TSJ 8861

1



If this credit is from a passive activity, enter Passive Activity Number

3 4 5 6



2



1a Qualified first-year wages



12-22 1b Qualified second-year wages 3 Welfare-to-work credit from pass-through entities Credit carryforward or carryback



Form 8863 - Education Credits

ST

1



2007



Taxpayer

2 4



2008



2007



Spouse

3 5 6



2008



1c Hope credit qualified expenses paid 8863 4c Lifetime learning credit qualified expenses paid Adjustment to modified adjusted gross income

7 8 9



639



12-23 10



Taxpayer is a dependent of another, but that person is not claiming the exemption or education credit Taxpayer attended eligible Midwestern disaster area educational institution Spouse attended eligible Midwestern disaster area educational institution



Form 8880 - Credit for Qualified Retirement Savings Contributions

F 1 8880 12-24 2 4

1



ST



2



2007



Taxpayer

3 5



2008



2007



Spouse

4 6



2008



Contributed to traditional or Roth IRAs Contributed to 401(k) Enter the total of all Roth IRA distributions, plus all taxable distributions from other qualified retirement plans, that were made in the following years 2008 2007 2006 Exception Exception

9 12



7 10 13



8 11 14



Form 8917 - Tuition and Fees

8917 12-23 ST 1

10



2007 Tuition and fees paid



Taxpayer

11



2008



2007



Spouse

12



2008



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



CR11.LD



FOR TAX YEAR 2008

DOUGLAS & BRENDA DURRENBERGER



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



DOUGLAS DURRENBERGER BRENDA DURRENBERGER



339-66-3940



Spouse

22 23 25



2 339-66-3940 DOUGLAS DURRENBERGER 08-18-1963

Phone number DOD

8



SSN Mid init Suffix

4



268-64-7650 BRENDA DURRENBERGER 03-05-1966

Phone number DOD

28



S

6



First name Last name Date of birth Occupation



Mid init Suffix



24



M



26



27 29



Extension

11 13



Extension

31 33



Daytime Evening 1 1-1 Cell



10 12 14



Daytime Evening Cell



30 32 34



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 54 55 56 43



315 CYPRESS WAY WEST

45



Apt. no State

46



44



NAPLES

50



FL



Zip



47



34110-1129



Resident state

49



48



FL



COLLIER

51 52



Resident city



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



2210 code 2007 Fed tax 2007 State tax

64



63



Code 3 Code 4 Code 5



4068

65



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount



3 4



Y



State/City selection



2



State deposit amount Account number

7



RTN

6



Type of account

8



FIFTH THIRD BANK

DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



067091719 94851147

Federal deposit amount State/City selection

15



X

16 17



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund.



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Dependent Information

Dependent First name

1 2



DOUGLAS DURRENBERGER BRENDA DURRENBERGER

Last name (if different) Suffix

3 4



339-66-3940

SSN

5



Relationship



Months in home

6 7



Date of Birth



DANIELLE M



DURRENBERGER



Qualifying child care expenses incurred and paid in 2008 Portion of qualifying expenses provided by your employer Hope Credit qualified expenses paid Lifetime Learning Credit qualified expenses paid Tuition and fees deduction

16



8 9 10 11 12



590-77-7197 DAUGHTER



12



06-26-1998



TSJ State State codes Yes

17 19



13 14 15



T



Not eligible for EIC



No

18 20



Yes 13a Could another person qualify to claim this child?

23 24 21



No Don't know

22



10 Is child unmarried OR married and can be claimed as the taxpayer's dependent? 11 Did the child live with the taxpayer in the U.S. for over half of the year?



13b Child's relationship to the other person 13c



If the tiebreaker rules apply, would the child be treated as the taxpayer's qualifying child?

34 35 36 37



25



26



27 28 29 30



Over 18 and a student Over 18 and disabled Not eligible for Child Tax Credit Not US Citizen or resident alien



31 32 33



Child lived with you Child did NOT live with you due to divorce or separation Other dependent



Not a dependent Not a dependent - HOH qualifier Qualifies for Form 8901 Attended eligible Midwestern disaster area educational institution Months Relationship in home

5 6 7



2 1-3

1



Dependent First name



Last name (if different)

2



Suffix

3 4



SSN



Date of Birth



DOUGLAS A



DURRENBERGER



Qualifying child care expenses incurred and paid in 2008 Portion of qualifying expenses provided by your employer Hope Credit qualified expenses paid Lifetime Learning Credit qualified expenses paid Tuition and fees deduction

16



8 9 10 11 12



593-63-6256



SON



12



10-02-1996



TSJ State State codes Yes

17 19



13 14 15



T



Not eligible for EIC



No

18 20



Yes 13a Could another person qualify to claim this child?

23 24 21



No Don't know

22



10 Is child unmarried OR married and can be claimed as the taxpayer's dependent? 11 Did the child live with the taxpayer in the U.S. for over half of the year?



13b Child's relationship to the other person 13c



If the tiebreaker rules apply, would the child be treated as the taxpayer's qualifying child?

34 35 36 37



25



26



27 28 29 30



Over 18 and a student Over 18 and disabled Not eligible for Child Tax Credit Not US Citizen or resident alien



31 32 33



Child lived with you Child did NOT live with you due to divorce or separation Other dependent



Not a dependent Not a dependent - HOH qualifier Qualifies for Form 8901 Attended eligible Midwestern disaster area educational institution

DEP.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Dependent Information

Dependent First name

1 2



DOUGLAS DURRENBERGER BRENDA DURRENBERGER

Last name (if different) Suffix

3 4



339-66-3940

SSN

5



Relationship



Months in home

6 7



Date of Birth



ALEXANDRA



BAILEY



Qualifying child care expenses incurred and paid in 2008 Portion of qualifying expenses provided by your employer Hope Credit qualified expenses paid Lifetime Learning Credit qualified expenses paid Tuition and fees deduction

16



8 9 10 11 12



591-57-2776 DAUGHTER



12



09-20-1994



TSJ State State codes Yes

17 19



13 14 15



S



Not eligible for EIC



No

18 20



Yes 13a Could another person qualify to claim this child?

23 24 21



No Don't know

22



10 Is child unmarried OR married and can be claimed as the taxpayer's dependent? 11 Did the child live with the taxpayer in the U.S. for over half of the year?



13b Child's relationship to the other person 13c



If the tiebreaker rules apply, would the child be treated as the taxpayer's qualifying child?

34 35 36 37



25



26



27 28 29 30



Over 18 and a student Over 18 and disabled Not eligible for Child Tax Credit Not US Citizen or resident alien



31 32 33



Child lived with you Child did NOT live with you due to divorce or separation Other dependent



Not a dependent Not a dependent - HOH qualifier Qualifies for Form 8901 Attended eligible Midwestern disaster area educational institution Months Relationship in home

5 6 7



2 1-3

1



Dependent First name



Last name (if different)

2



Suffix

3 8 9 10 11 12 4



SSN



Date of Birth



Qualifying child care expenses incurred and paid in 2008 Portion of qualifying expenses provided by your employer Hope Credit qualified expenses paid Lifetime Learning Credit qualified expenses paid Tuition and fees deduction

16



TSJ State State codes Yes

17 19



13 14 15



Not eligible for EIC



No

18 20



Yes 13a Could another person qualify to claim this child?

23 24 21



No Don't know

22



10 Is child unmarried OR married and can be claimed as the taxpayer's dependent? 11 Did the child live with the taxpayer in the U.S. for over half of the year?



13b Child's relationship to the other person 13c



If the tiebreaker rules apply, would the child be treated as the taxpayer's qualifying child?

34 35 36 37



25



26



27 28 29 30



Over 18 and a student Over 18 and disabled Not eligible for Child Tax Credit Not US Citizen or resident alien



31 32 33



Child lived with you Child did NOT live with you due to divorce or separation Other dependent



Not a dependent Not a dependent - HOH qualifier Qualifies for Form 8901 Attended eligible Midwestern disaster area educational institution

DEP.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form W-2 - Wage and Tax Statement

TS

1 2



DOUGLAS DURRENBERGER BRENDA DURRENBERGER

Wages, tips, etc. S.S. wages

16



339-66-3940

Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41 17



F



48411

18



7699

19



T

Employer's Federal I.D. Number

3



48411

20



3001

21



59-3682383



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



48411

22 24 26



702

23 25



Employer's name, address, city, state, ZIP code

4



STOCK DEVELOPMENT ASSOC

5 6



Amount

28 31 34 37 29 32 35 38



Year



SUITE 1201

7 8 9



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



NAPLES

Employee's name/address (if different)

10 11



FL



34119

Other

42 44 43 45 47



DOUGLAS S

12



DURRENBERGER

14 15 46



12d



315 CYPRESS WAY WEST

13



NAPLES

State

48 55 62 69 76 49 56 63 70



FL

State I.D. #

50



34110112

State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



48411

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2



F



Wages, tips, etc. S.S. wages

3



16



67828

18



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



12988

19



S

Employer's Federal I.D. Number



70851

20



4393

21



65-1032131



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



70851

22 24 26



1027

23 25



Employer's name, address, city, state, ZIP code

4



THE HEALTH CENTER OF IMPERIAL, INC

5



900 IMPERIAL GOLF COURSE BLVD

6 7 8 9



Amount

28 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27



D

30 33 36



3231

31 34 37



39



W2 2-6



NAPLES

Employee's name/address (if different)

10 11



FL



34110

Other

42



X

43



BRENDA M

12



DURRENBERGER

14 15



UNIFORM

44 46



208

45 47



12d



315 CYPRESS WAY WEST

13



NAPLES

State

48 55 62 69 76 49 56 63 70



FL

State I.D. #

50



34110112

State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



67828

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch B - Interest Income

TSJ

1



DOUGLAS DURRENBERGER BRENDA DURRENBERGER

4



339-66-3940



F



2 6



ST



3



City



2007 income

13



Tax exempt 8 interest Note



Interest 1 Income 14 PAB 9 interest



Name of 5 payer 7 Early withdrawal 8 U.S. gov't 9 Federal tax 10 Investment 2 penalty 3 interest 4 withheld 5 expenses 15 Nominee 16 Accrual 24 Res St municipal int 26 Other St municipal int 28 Other tax-exempt int interest interest included in Box 8 included in Box 8 included in Box 8



TSJ



1



T



F



2 6



ST 1

14



3



City



4 7



Name of 5 payer PRUDENTIAL INSURANCE

8 9 10



25

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9



T



F



2 6



ST 1

14



3



City



Name of 5 payer FIFTH THIRD BANK

8 9 10



68

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9



T



F



2 6



ST 1

14



3



City



Name of 5 payer MORGAN STANLEY DW

8 9 10



3

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9



T



F



2 6



ST 1

14



3



City



Name of 5 payer SUNCOAST SCHOOLS FCU

8 9 10



5056

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9



S



F



2 6



ST 1

14



3



City



Name of 5 payer WACHOVIA BANK

8 9 10



2

13



2

15 16 4 7



3

24



4

26



5

28



INT 2-8



8 TSJ

1



9



S



F



2 6



ST 1

14



3



City



Name of 5 payer SCOTTRADE INC

8 9 10



2

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16



3

24



4

26



5

28 BINTS.LD



13



14



8



9



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch B - Dividend Income

TSJ

1



DOUGLAS DURRENBERGER BRENDA DURRENBERGER

4



339-66-3940



F



2 6



ST



3



City



Name of 5 payer



9 12 Total capital 15 Sec 1250 gain Ordinary Qualified 2007 qualified: 1a dividends 1b dividends 2a gain distribution 2b 25% rate 16 Sec 1202 gain 17 Collectibles 18 Federal income 19 Investment 27 28 30 US government 2c 14% rate 2d 28% gain 4 tax withheld 5 expenses % Nominee dividend Not taxable on ST dividends



2007 dividends:



TSJ



1



T



F



2 6



ST 1a

17



3



City



4



Name of 5 payer MORGAN STANLEY

9 12 15



597

16



478

18 19 4



1b

27



2a

28



2b

30



2c TSJ

1



2d



4 ST

6 3



S



F



2



City



5 Name of 5 payer SCOTTRADE INC

9 12 15



83

16 17



1a

18



83

19 4



1b

27



2a

28



2b

30



2c TSJ

1



2d



4 ST

6 3



S



F



2



City



5 Name of 5 payer RVS LARGE CAP EQUITY FD

9 12 15



292

16 17



1a

18



119

19 4



1b

27



2a

28



2b

30



2c TSJ

1



2d



4 ST

6 3



S



F



2



City



5 Name of 5 payer RVS NEW DIMENSIONS FUND

9 12 15



1a

16 17 18 19 4



1b

27



2a

28



2b

30



2c TSJ

1



2d



4 ST

6 3



S



F



2



City



5 Name of 5 payer RVS SMALL COMPANY IDX FD

9 12 15



28

16 17



1a

18



28

19 4



1b

27



2a

28



2b

30



DIV 2-9



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 27



2a

28



2b

30 BDIVS.LD



16



17



2c



2d



4



5



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch A - Itemized Deductions

TSJ

1



DOUGLAS DURRENBERGER BRENDA DURRENBERGER

Force itemized

5



339-66-3940

Force standard

6 7 8



T



F



2



ST



3



City



4



Medical and Dental



1 Health insurance premiums Long term care premiums Number of medical miles before July 1 Number of medical miles after June 30 Other medical and dental expenses Total miles for 2007



9 10 11



255

12 13 14 15 16



Taxes



5 Income taxes General sales tax 6 Real estate Taxes that qualify for State Property Tax Credit 7 Personal property 8 Other

17 19



18 20 21



Interest You Paid



10 Home mortgage interest and points reported on Form 1098 11 No 1098 Name Address

22 24



SSN/EIN



23 25 26 27 28 29



A 3-1



Portion of lines 10 and 11 that is home equity interest 12 Points not reported on Form 1098 13 Qualified mortgage insurance premiums 14 Investment interest Gifts to Charity 16 Total gifts by cash or check Portion of line 16 for disaster relief 30% limitation Charitable miles Midwestern disaster relief miles before July 1 Midwestern disaster relief miles after June 30 17 Other than by cash or check Job Expenses and Most Other Misc Deductions 22 Tax preparation fees 23 Other expenses:

50 52 54 47 30 31 32 33 34 35 36 41 43 45



5

18 Carryover from prior year subject to: 50% limitation 30% limitation 30% limitation capital gain property 20% limitation

37 38 39 40



21 Unreimbursed employee expenses:



42 44 46 48 49 51 53 55 57



Other Misc Deductions



28 Other not subject to 2% limit:



56



INVESTMENT FEES

58



150

59 A.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch A - Itemized Deductions

TSJ

1



DOUGLAS DURRENBERGER BRENDA DURRENBERGER

Force itemized

5



339-66-3940

Force standard

6 7 8



J



F



2



ST



3



City



4



Medical and Dental



1 Health insurance premiums Long term care premiums Number of medical miles before July 1 Number of medical miles after June 30 Other medical and dental expenses Total miles for 2007



9 10 11



3140

12 13 14



Taxes



5 Income taxes General sales tax 6 Real estate Taxes that qualify for State Property Tax Credit 7 Personal property 8 Other

17 19



6583

15 16 18 20 21



Interest You Paid



10 Home mortgage interest and points reported on Form 1098 11 No 1098 Name Address

22 24



44570

SSN/EIN

23 25 26 27 28 29



A 3-1



Portion of lines 10 and 11 that is home equity interest 12 Points not reported on Form 1098 13 Qualified mortgage insurance premiums 14 Investment interest Gifts to Charity 16 Total gifts by cash or check Portion of line 16 for disaster relief 30% limitation Charitable miles Midwestern disaster relief miles before July 1 Midwestern disaster relief miles after June 30 17 Other than by cash or check Job Expenses and Most Other Misc Deductions 22 Tax preparation fees 23 Other expenses:

50 52 54 47 30



730

31 32 33 34 35 36 41 43 45



18 Carryover from prior year subject to: 50% limitation 30% limitation 30% limitation capital gain property 20% limitation

37 38 39 40



21 Unreimbursed employee expenses:



42 44 46 48 49 51 53 55 57 59 A.LD



Other Misc Deductions



28 Other not subject to 2% limit:



56 58



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch A - Itemized Deductions

TSJ

1



DOUGLAS DURRENBERGER BRENDA DURRENBERGER

Force itemized

5



339-66-3940

Force standard

6 7 8



S



F



2



ST



3



City



4



Medical and Dental



1 Health insurance premiums Long term care premiums Number of medical miles before July 1 Number of medical miles after June 30 Other medical and dental expenses Total miles for 2007



9 10 11



1890

12 13 14 15 16



Taxes



5 Income taxes General sales tax 6 Real estate Taxes that qualify for State Property Tax Credit 7 Personal property 8 Other

17 19



18 20 21



Interest You Paid



10 Home mortgage interest and points reported on Form 1098 11 No 1098 Name Address

22 24



SSN/EIN



23 25 26 27 28 29



A 3-1



Portion of lines 10 and 11 that is home equity interest 12 Points not reported on Form 1098 13 Qualified mortgage insurance premiums 14 Investment interest Gifts to Charity 16 Total gifts by cash or check Portion of line 16 for disaster relief 30% limitation Charitable miles Midwestern disaster relief miles before July 1 Midwestern disaster relief miles after June 30 17 Other than by cash or check Job Expenses and Most Other Misc Deductions 22 Tax preparation fees 23 Other expenses:

50 52 54 47 30 31 32 33 34 35 36 41 43 45



18 Carryover from prior year subject to: 50% limitation 30% limitation 30% limitation capital gain property 20% limitation

37 38 39 40



21 Unreimbursed employee expenses:



42 44 46 48 49 51 53 55 57 59 A.LD



Other Misc Deductions



28 Other not subject to 2% limit:



56 58



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch C

TSJ

1



T



F



2 6



ST



3



City



4



DOUGLAS DURRENBERGER BRENDA DURRENBERGER 5

PAN B Bus. Code D Empl. ID No.



339-66-3940

7 9



A Profession/product C Business name E Street address City, State, ZIP



REAL ESTATE SALES

8 10 11 14 12 13 16 20 21 22 23 24 25 26



F Accounting method if not cash: G H

17 18 19



Accrual



15



Other:



Did NOT materially participate in 2008 You started or acquired this business during 2008 You disposed of this business during 2008



Suppress Schedule C-EZ Statutory employee OR qualified joint venture Special tax treatment code 33 C o s t Inventory valuation method (if not Cost):

49 50



I n c o m I e



P a r t



1 Gross receipts or sales 2 Returns and allowances 6 Other income 8 Advertising 9 Car and truck expenses 10 Commissions and fees 11 Contract labor 12 Depletion 13 Depreciation 14 Employee benefits



33304



Lower of cost or market Other

51 52 53 54 55 56 57 59 61



1204

27 28 29 30 31 32 33 34 35 36



P o a f r t G o I o I d I s



34 35 36 37



Change in method Beginning inventory Purchases - personal Cost of labor Materials and supplies Other costs Ending inventory



Yes



S o 38 l d 39 41

58



C 4-1 P a r t I I 15 Insurance E x 16 Interest - mortgage p e Interest - other n s e 17 Legal & professional services s 18 Office expense 19 Pensions/profit sharing 20 Rent - vehicle, machinery Rent - other 21 Repairs/maintenance 22 Supplies 23 Taxes and licenses 24 Travel Meals and entertainment 25 Utilities 26 Wages 32b V X e h 43 i c 44a l e

75 48



BOARD REALTOR FEES

O t h e P r a r E t x p V e n s e s

60



386 400

63



SIGNS

62



CONTINUING EDUCATION

64 66 68 70 72



345

65 67 69 71 73 89



15

37 38 39 40 41 42



Family Health Coverage Regular tax Prior unallowed passive loss Prior unallowed passive 4797, Part 1 Prior unallowed passive 4797, Part 2 Depreciation adjustment (AMT)

90 91 92



896

43 44



Alternative minimum tax

93 94 95 96



858

45 46 47



Some investment is NOT at risk



Force the mileage rate Date placed in service Business miles before July 1 Business miles after June 30

76



P a r t



01-01-2007

Total miles for 2007

77 78



45 46



Available when off duty Another vehicle available



Yes Yes Yes Yes



81 83 85



X



No 82 No No No

84



I V I n f o



840

79



X

86 88 C.LD



44b Commuting miles 44c Other miles



13260

80



47a You have evidence 47b It is written



X

87



X



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch E - Rent & Royalty Income

TSJ

1



DOUGLAS DURRENBERGER BRENDA DURRENBERGER

PAN

5



339-66-3940



T



F



2



ST



3



City

6 7



4



Kind of property Address of property

8 9



SINGLE FAMILY 2134 MORNING SUN LN NAPLES, FL

10



Activity Type Some investment is NOT At-Risk Property was 100% disposed of in 2008



2



11 12



Property was used for personal purposes at least 10% or 14 days If box 2 is checked, enter personal %

14 15 16 17 18 13



If box 2 is checked, this is your main home, or second home



3 Rent Income 4 Royalty income 5 Advertising 6 Auto and travel E 7-1 8 Commissions 9 Insurance

21



18 Other expenses: (list)

30 31



HOMEOWNERS ASSOCIATION

32



1416

33



LAWN MAINTENANCE

34



1080

35



PEST CONTROL

36 38 40 42 22 44 46



360

37 39 41 43 45 47 48 49



7 Cleaning and maintenance



2000

19 20



Line 9 includes Private Mortgage Insurance



10 Legal and professional 11 Management fees 12 Interest - mortgage 13 Interest - other 14 Repairs 15 Supplies 16 Taxes 17 Utilities



55

23 24



12559

25 26



20 Depreciation Ownership percent Regular Tax



2500

27 28



Alternative Minimum Tax

53 54 55 56



Prior passive unallowed Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2 Depreciation adjustment (AMT)



50 51 52



5038

29



Sch E, Part II - Partnerships & Corporations

TSJ

1



F



2



ST



3



CITY



4



PAN



5



Name

6



Ptrshp or S Corp

7 8



Foreign Partnership Foreign PTR

9



EIN

10



At Risk? Some is not at risk



Passive Income and Loss

11



Nonpassive Income and Loss

14



Passive Activity Type Passive loss allowed Passive income

13



Nonpassive Activity Type Nonpassive loss Section 179 deduction

16



Nonpassive income

17



E2 7-2



12 18



15



Reporting losses not allowed in prior years due to the at-risk or basis limitations, passive losses not reported on Form 8582, or unreimbursed partnership expenses

19



Estimated tax paid on behalf of the taxpayer Passive Activity Information TOTAL NET of passive income (loss) for the year Adjustment to MAGI on Form 8582 Prior passive unallowed operating - regular tax Prior passive unallowed operating - alternative minimum tax (AMT)

24



20 21 22 23



Activity was 100% disposed of in 2008

E.LD



Drake Software - Individual Interview Sheet/Proforma - Copyright 2008



2008 Sch E - Rent & Royalty Income

TSJ

1



DOUGLAS DURRENBERGER BRENDA DURRENBERGER

PAN

5



339-66-3940



T



F



2



ST



3



City

6 7



4



Kind of property Address of property

8 9



SINGLE FAMILY 94 VIVANTE BLVD PUNTA GORDA FL

10



Activity Type Some investment is NOT At-Risk Property was 100% disposed of in 2008



2



11 12



Property was used for personal purposes at least 10% or 14 days If box 2 is checked, enter personal %

14 15 16 17 18 13



If box 2 is checked, this is your main home, or second home



3 Rent Income 4 Royalty income 5 Advertising 6 Auto and travel E 7-1 8 Commissions 9 Insurance

21



18 Other expenses: (list)

30 31



CONDO FEES

32 34 36 38 40 42 22 44 46



7320

33 35 37 39 41 43 45 47 48 49



7 Cleaning and maintenance



450

19 20



Line 9 includes Private Mortgage Insurance



10 Legal and professional 11 Management fees 12 Interest - mortgage 13 Interest - other 14 Repairs 15 Supplies 16 Taxes 17 Utilities



55

23 24



19318

25 26



20 Depreciation Ownership percent Regular Tax



Alternative Minimum Tax

53 54 55 56



27 28



Prior passive unallowed Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2 Depreciation adjustment (AMT)



50 51 52



4580

29



660



Sch E, Part II - Partnerships & Corporations

TSJ

1



F



2



ST



3



CITY



4



PAN



5



Name

6



Ptrshp or S Corp

7 8



Foreign Partnership Foreign PTR

9



EIN

10



At Risk? Some is not at risk



Passive Income and Loss

11



Nonpassive Income and Loss

14



Passive Activity Type Passive loss allowed Passive income

13



Nonpassive Activity Type Nonpassive loss Section 179 deduction

16



Nonpassive income

17



E2 7-2



12 18



15



Reporting losses not allowed in prior years due to the at-risk or basis limitations, passive losses not reported on Form 8582, or unreimbursed partnership expenses

19



Estimated tax paid on behalf of the taxpayer Passive Activity Information TOTAL NET of passive income (loss) for the year Adjustment to MAGI on Form 8582 Prior passive unallowed operating - regular tax Prior passive unallowed operating - alternative minimum tax (AMT)

24



20 21 22 23



Activity was 100% disposed of in 2008

E.LD



Drake Software - Individual Interview Sheet/Proforma - Copyright 2008



DOUGLAS DURRENBERGER BRENDA DURRENBERGER



339-66-3940

Prior Depr. Sec 179 Exp Sec 179 Exp Prior AMT Elected Allowed Depr.

14 15 33 33 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65



2008 Form 4562 - Depr for A, C, E, F, 2106, 4835, AUTO, 8829

For

1



Multi

2 2 3 3



Description of Property

4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4



Date Acquired

5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5



Cost/Basis



Land cost Meth

50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 9 9



Life

10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 11 11 11 11 11 11 11 11 11 11 11 11 11 11 11 11 11 11 11 11 11



Date Sold



Prop type 66 67 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67



Sales Price

68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68



Expense of Sale



C

1



COPY & FAX MACHINE 06-30-2004 650 1

2



650

14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14



650

15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15



E

1



CONDO

3 3



08-18-2006 395792



SL

9



27.5 19791 27.5 14655



19791

33



E

1



2

2



MORNINS SUN SINGLE 05-05-2006 248000 MORNING SUN LAND

3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3



SL

9



14655

33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33



E

1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1



2

2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2



05-06-2006 62000



NDA

9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 9



Valid Methods: For assets A purchased M AFTER 1980 ALT ARR ARP ALH ADS EXP Misc. SL SYD AMT ACRS or MACRS tangible property MACRS tangible property Alternative MACRS (150 DB election) Residential Rental (27.5 yr) Other Real Property (15,18,19,31.5,39.5 yr) Low Income Housing Property Alternative Depreciation System Section 179 Expense Election Straight Line Sum of the Years Digits Amortization For assets purchased BEFORE 1980 ONLY D DS DB DBS DD DDS 125% Declining Balance 125% Declining Balance with SL switch 150% Declining Balance 150% Declining Balance with SL switch 200% Declining Balance 200% Declining Balance with SL switch



Property Type Codes for 4797: 44 45 50 51 52 54 55 18 NL FA ID IC Section 1244 Stock Section 1245 Property Section 1250 Property Section 1251 Property Section 1252 Property Section 1254 Property Section 1255 Property Form 4797 line 18 entry Nonrecaptured Losses Farm Animal Intangible Drilling Involuntary Conversion See manual for others



4562 8-1



Listed Property Types: V X Luxury Vehicle Computers, property generally used for entertainment, recreation, or amusement, and cellular phones.



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



4562.LD



2008 Sch R - Credit for the Elderly or Disabled

Taxable disability Nontaxable pensions R 12-1



DOUGLAS DURRENBERGER BRENDA DURRENBERGER

2007 Taxpayer

1 3



339-66-3940

2008 2007 Spouse

2 4



2008



If UNDER 65 and you have disability income, complete the following: You filed a physician's statement for 1983 or an earlier year, or you filed a statement for tax years after 1983, and your physician signed line B on the statement, AND, due to disability, you were unable to engage in any substantial gainful activity in 2008 If the above statement is NOT true, do you have a signed physician's statement that you are keeping for your records? Taxpayer (X) (X)

5 7



Spouse

6 8



Form 1116 - Foreign Tax Credit

TSJ

1



T



FTC



2 3



Type of income taxed



A - PASSIVE CATEGORY INCOME

5



Resident country



4



USA



Part I - Taxable Income/Loss from Outside US Country 1a Gross income type



VARIOUS

6



DIVIDENDS

2007 Regular Tax 2008 2007 Alt Min Tax

8



2008



Explanations: Conversion rate - Stmt 40 Carryback/over - Stmt 41 Tax reduction - Stmt 42

27 28 29 30



7 Gross income from sources 131 within country entered above 9 Line 1a compensation is for personal 1b services as an employee, total compensation from all sources is $250,000 or more, and an alternative basis was used to determine its source. 10 Expenses 2 income definitely related to



11



Adjustments - Stmt 43



3 1116 12-2



Pro rata share of other deductions not definitely related:

12 14 16 18 20 22 24 13 15 17 19 21 23 25



3a Certain itemized deductions 3b Other deductions 3d Total foreign source income 3e Gross income from all sources 4a Home mortgage interest 4b Pro rata interest expense 5 Losses from foreign sources

26



X



Meets exception for WK_1116D Part III - Figuring the Credit 2007 Dividends Rents/royalties Interest Other Date paid Date accrued

CR.LD



Part II - Foreign Taxes Paid or Accrued in: Foreign Currency 2007 2008

31 33 35 37 39 40



U.S. Dollars

32



2008



10 Carryback/carryover 12 Reduction in foreign taxes 15 Adjustments to Line 14 Reduction of credit for international 32 boycott operations Carryback/carryover of AMT 1116 Credit



41 42 43 44 45



14

34 36 38



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



DOUGLAS DURRENBERGER BRENDA DURRENBERGER



339-66-3940



SCHEDULE A, LINE 10 - HOME MTG INTEREST AND POINTS ON FORM 1

2007 Amount

3



Description

2



2008 Amount



BANUNITED

4 6



44570

5 7



WELLS FARGO

8 10 12 14 16 18 20 22 24 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



DOUGLAS DURRENBERGER BRENDA DURRENBERGER



339-66-3940



SCHEDULE A, LINE 1 - OTHER MEDICAL AND DENTAL EXPENSES

2007 Amount

3



Description

2



2008 Amount



PRESCRIPTIONS

4



210

5



DANIELLE

6 8 10 12 14 16 18 20 22 24



45

7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



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28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



DOUGLAS DURRENBERGER BRENDA DURRENBERGER



339-66-3940



SCHEDULE A, LINE 1 - OTHER MEDICAL AND DENTAL EXPENSES

2007 Amount

3



Description

2



2008 Amount



PRESCRIPTIONS

4



250

5



ALEXANDRA

6



40

7



DOCTORS

8 10 12 14 16 18 20 22 24



1600

9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



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28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



DOUGLAS DURRENBERGER BRENDA DURRENBERGER



339-66-3940



SCHEDULE E, LINE 17 - UTILITIES

2007 Amount

3



Description

2



2008 Amount



ELECTRIC

4



240

5



WATER

6 8 10 12 14 16 18 20 22 24



420

7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



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28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



DOUGLAS DURRENBERGER BRENDA DURRENBERGER



339-66-3940



SCHEDULE A, LINE 16 - CASH CONTRIBUTIONS

2007 Amount

3



Description

2



2008 Amount



CHURCH

4



400

5



MISSION

6



150

7



ST MATTHEWS

8



100

9



AMERICAN CANCER SOCIETY

10 12 14 16 18 20 22 24



80

11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



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28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



DOUGLAS DURRENBERGER BRENDA DURRENBERGER



339-66-3940



SCHEDULE A, LINE 1 - OTHER MEDICAL AND DENTAL EXPENSES

2007 Amount

3



Description

2



2008 Amount



DENTAL

4 6 8 10 12 14 16 18 20 22 24



3140

5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



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28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

MARY HURLEY



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



MARY HURLEY



920-84-3459



Spouse

22 23 25



3 920-84-3459 MARY HURLEY 05-05-1946

Phone number DOD

8



SSN Mid init Suffix

4



920-84-3455 SEAN HURLEY

DOD

28



P

6



First name Last name Date of birth Occupation



Mid init Suffix



24



A



26



27 29



Extension

11 13



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Daytime Evening 1 1-1 Cell



10 12 14



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 43



2 BROMPTON COURT

45



Apt. no State

46



44



DUBLIN

50 51 52



Zip



47



Resident state Resident city

49



48



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



1

54 55 56



2210 code 2007 Fed tax 2007 State tax

64 65



63



Code 3 Code 4 Code 5



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount State/City selection

2



3 4



State deposit amount Account number

7



RTN

6



Type of account

8



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund. DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



Federal deposit amount State/City selection

15



16 17



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Sch A - Itemized Deductions

TSJ

1



MARY HURLEY

Force itemized

5



920-84-3459

Force standard

6 7 8



F



2



ST



3



City



4



Medical and Dental



1 Health insurance premiums Long term care premiums Number of medical miles before July 1 Number of medical miles after June 30 Other medical and dental expenses Total miles for 2007



9 10 11 12 13 14 15 16



Taxes



5 Income taxes General sales tax 6 Real estate Taxes that qualify for State Property Tax Credit 7 Personal property 8 Other

17 19



18 20 21



Interest You Paid



10 Home mortgage interest and points reported on Form 1098 11 No 1098 Name Address

22 24



SSN/EIN



23 25 26 27 28 29



A 3-1



Portion of lines 10 and 11 that is home equity interest 12 Points not reported on Form 1098 13 Qualified mortgage insurance premiums 14 Investment interest Gifts to Charity 16 Total gifts by cash or check Portion of line 16 for disaster relief 30% limitation Charitable miles Midwestern disaster relief miles before July 1 Midwestern disaster relief miles after June 30 17 Other than by cash or check Job Expenses and Most Other Misc Deductions 22 Tax preparation fees 23 Other expenses:

50 52 54 47 30 31 32 33 34 35 36 41 43 45



18 Carryover from prior year subject to: 50% limitation 30% limitation 30% limitation capital gain property 20% limitation

37 38 39 40



21 Unreimbursed employee expenses:



42 44 46 48 49



275

51 53 55 57 59 A.LD



Other Misc Deductions



28 Other not subject to 2% limit:



56 58



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch K-1 for 1065

TS

1



MARY HURLEY

3 6



920-84-3459

5



T



F



2



ST



City



4



Passive Activity No.



Partnership ID number Partnership name Address (optional) City, State, ZIP Check applicable boxes

13



41-2185048

8



Tax Shelter Registration No.



7



SALLY'S HOLDINGS LLC

9



2365 BAYOU LANE

10 22 11 12



.

The activity was disposed of during taxable year This is a publicly traded partnership This partner is a limited partner Foreign partnership General partner Alternative Minimum Tax

17 23 24



Activity Type for entire activity

14



Regular Tax



Prior passive unallowed operating Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2

20



14990

15 16 18 19



14857

25 26



X

21



Some investment is NOT At-Risk



PRIOR unallowed AT-RISK loss carryovers Amounts from K-1 Code 1 2 3 4 5 Ordinary income or loss Rental real estate income Other rental income or loss Guaranteed payments Interest income



2008 Amount

27 28



2007 Amount 15 Credits



Code

58 60



2008 Amount

59 61



2007 Amount



-7076

29 30 31 32 33 34 35 36 37 38 39 40 41 43 45 42 44 46 47 48 50 52 49 51 53 55 57



Enter Foreign Transaction 16 Information on screen 1116 62 17 Alternative minimum A tax items

64 66



63



122

65 67 69 71 73 75 77 79 81 83 85 86 87



6a Ordinary dividends 6b Qualified dividends K1P 7-4 7 8 Royalties



18 Tax-exempt income/ nondeductible expenses



68 70 72



ST capital gain or loss capital gain 9a LTloss or 9b Collectibles loss 28% gain or 9c Unrecap section 1250 gain 10 11 Net 1231 gain or loss Other income or loss



19 Distributions



74 76



20 Other information



78 80 82 84



Depletion Unreimbursed partnership expenses For State Use Only Section 179 Recapture US Gov't Interest State tax withheld State distributions State 2008 179 Exp from K-1



12 13



Section 179 deduction Other deductions



88 89 90 91 95 96 97 98 K1P.LD



14



Self-employment earnings (loss)



54 56



For Section 179 Use Only Federal 2008 179 Exp allowed Federal 179 Exp CO from 2007 Federal 2007 179 Exp allowed

92 93 94



State 2008 179 Exp allowed State 179 Exp CO from 2007 State 2007 179 Exp allowed



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch K-1 for 1065

TS

1



MARY HURLEY

3 6



920-84-3459

5



T



F



2



ST



City



4



Passive Activity No.



Partnership ID number Partnership name Address (optional) City, State, ZIP Check applicable boxes

13



20-8779021

8



Tax Shelter Registration No.



7



SALLYS HOLDINGS II LLC

9 10 11 12



NAPLES

22



.

The activity was disposed of during taxable year This is a publicly traded partnership This partner is a limited partner Foreign partnership General partner Alternative Minimum Tax

17 23 24



Activity Type for entire activity

14



Regular Tax



Prior passive unallowed operating Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2

20



13491

15 16 18 19



13404

25 26



Some investment is NOT At-Risk

21



PRIOR unallowed AT-RISK loss carryovers Amounts from K-1 Code 1 2 3 4 5 Ordinary income or loss Rental real estate income Other rental income or loss Guaranteed payments Interest income



2008 Amount

27 28



2007 Amount 15 Credits



Code

58 60



2008 Amount

59 61



2007 Amount



-7318

29 30 31 32 33 34 35 36 37 38 39 40 41 43 45 42 44 46 47 48 50 52 49 51 53 55 57



Enter Foreign Transaction 16 Information on screen 1116 62 17 Alternative minimum tax items

64 66



63 65 67 69 71 73 75 77 79 81 83 85 86 87



6a Ordinary dividends 6b Qualified dividends K1P 7-4 7 8 Royalties



18 Tax-exempt income/ nondeductible expenses



68 70 72



ST capital gain or loss capital gain 9a LTloss or 9b Collectibles loss 28% gain or 9c Unrecap section 1250 gain 10 11 Net 1231 gain or loss Other income or loss



19 Distributions



74 76



20 Other information



78 80 82 84



Depletion Unreimbursed partnership expenses For State Use Only Section 179 Recapture US Gov't Interest State tax withheld State distributions State 2008 179 Exp from K-1



12 13



Section 179 deduction Other deductions



88 89 90 91 95 96 97 98 K1P.LD



14



Self-employment earnings (loss)



54 56



For Section 179 Use Only Federal 2008 179 Exp allowed Federal 179 Exp CO from 2007 Federal 2007 179 Exp allowed

92 93 94



State 2008 179 Exp allowed State 179 Exp CO from 2007 State 2007 179 Exp allowed



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

SEAN HURLEY



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



SEAN HURLEY



920-84-3455



Spouse

22 23 25



3 920-84-3455 SEAN HURLEY 06-12-1945

Phone number DOD

8



SSN Mid init Suffix

4



920-84-3459 MARY HURLEY

DOD

28



A

6



First name Last name Date of birth Occupation



Mid init Suffix



24



P



26



27 29



Extension

11 13



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Daytime Evening 1 1-1 Cell



10 12 14



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 43



2 BROMPTON COURT

45



Apt. no State

46



44



DUBLIN

50 51 52



AE



Zip



47



Resident state Resident city

49



48



AE



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



1

54 55 56



2210 code 2007 Fed tax 2007 State tax

64 65



63



Code 3 Code 4 Code 5



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount State/City selection

2



3 4



State deposit amount Account number

7



RTN

6



Type of account

8



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund. DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



Federal deposit amount State/City selection

15



16 17



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Sch A - Itemized Deductions

TSJ

1



SEAN HURLEY

Force itemized

5



920-84-3455

Force standard

6 7 8



F



2



ST



3



City



4



Medical and Dental



1 Health insurance premiums Long term care premiums Number of medical miles before July 1 Number of medical miles after June 30 Other medical and dental expenses Total miles for 2007



9 10 11 12 13 14 15 16



Taxes



5 Income taxes General sales tax 6 Real estate Taxes that qualify for State Property Tax Credit 7 Personal property 8 Other

17 19



18 20 21



Interest You Paid



10 Home mortgage interest and points reported on Form 1098 11 No 1098 Name Address

22 24



SSN/EIN



23 25 26 27 28 29



A 3-1



Portion of lines 10 and 11 that is home equity interest 12 Points not reported on Form 1098 13 Qualified mortgage insurance premiums 14 Investment interest Gifts to Charity 16 Total gifts by cash or check Portion of line 16 for disaster relief 30% limitation Charitable miles Midwestern disaster relief miles before July 1 Midwestern disaster relief miles after June 30 17 Other than by cash or check Job Expenses and Most Other Misc Deductions 22 Tax preparation fees 23 Other expenses:

50 52 54 47 30 31 32 33 34 35 36 41 43 45



18 Carryover from prior year subject to: 50% limitation 30% limitation 30% limitation capital gain property 20% limitation

37 38 39 40



21 Unreimbursed employee expenses:



42 44 46 48 49



275

51 53 55 57 59 A.LD



Other Misc Deductions



28 Other not subject to 2% limit:



56 58



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch K-1 for 1065

TS

1



SEAN HURLEY

3 6



920-84-3455

5



T



F



2



ST



City



4



Passive Activity No.



Partnership ID number Partnership name Address (optional) City, State, ZIP Check applicable boxes

13



41-2185048

8



Tax Shelter Registration No.



7



SALLY'S HOLDINGS LLC

9



2365 BAYOU LANE STE 7003

10 22 11 12



.

The activity was disposed of during taxable year This is a publicly traded partnership This partner is a limited partner Foreign partnership General partner Alternative Minimum Tax

17 23 24



Activity Type for entire activity

14



Regular Tax



Prior passive unallowed operating Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2

20



14992

15 16 18 19



14858

25 26



X

21



Some investment is NOT At-Risk



PRIOR unallowed AT-RISK loss carryovers Amounts from K-1 Code 1 2 3 4 5 Ordinary income or loss Rental real estate income Other rental income or loss Guaranteed payments Interest income



2008 Amount

27 28



2007 Amount 15 Credits



Code

58 60



2008 Amount

59 61



2007 Amount



-7077

29 30 31 32 33 34 35 36 37 38 39 40 41 43 45 42 44 46 47 48 50 52 49 51 53 55 57



Enter Foreign Transaction 16 Information on screen 1116 62 17 Alternative minimum A tax items

64 66



63



123

65 67 69 71 73 75 77 79 81 83 85 86 87



6a Ordinary dividends 6b Qualified dividends K1P 7-4 7 8 Royalties



18 Tax-exempt income/ nondeductible expenses



68 70 72



ST capital gain or loss capital gain 9a LTloss or 9b Collectibles loss 28% gain or 9c Unrecap section 1250 gain 10 11 Net 1231 gain or loss Other income or loss



19 Distributions



74 76



20 Other information



78 80 82 84



Depletion Unreimbursed partnership expenses For State Use Only Section 179 Recapture US Gov't Interest State tax withheld State distributions State 2008 179 Exp from K-1



12 13



Section 179 deduction Other deductions



88 89 90 91 95 96 97 98 K1P.LD



14



Self-employment earnings (loss)



54 56



For Section 179 Use Only Federal 2008 179 Exp allowed Federal 179 Exp CO from 2007 Federal 2007 179 Exp allowed

92 93 94



State 2008 179 Exp allowed State 179 Exp CO from 2007 State 2007 179 Exp allowed



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch K-1 for 1065

TS

1



SEAN HURLEY

3 6



920-84-3455

5



T



F



2



ST



City



4



Passive Activity No.



Partnership ID number Partnership name Address (optional) City, State, ZIP Check applicable boxes

13



20-8779021

8



Tax Shelter Registration No.



7



SALLY'S HOLDINGS II LLC

9



2100 CASCADES DRIVE STE 6

10 22 11 12



.

The activity was disposed of during taxable year This is a publicly traded partnership This partner is a limited partner Foreign partnership General partner Alternative Minimum Tax

17 23 24



Activity Type for entire activity

14



Regular Tax



Prior passive unallowed operating Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2

20



13491

15 16 18 19



12916

25 26



Some investment is NOT At-Risk

21



PRIOR unallowed AT-RISK loss carryovers Amounts from K-1 Code 1 2 3 4 5 Ordinary income or loss Rental real estate income Other rental income or loss Guaranteed payments Interest income



2008 Amount

27 28



2007 Amount 15 Credits



Code

58 60



2008 Amount

59 61



2007 Amount



-7318

29 30 31 32 33 34 35 36 37 38 39 40 41 43 45 42 44 46 47 48 50 52 49 51 53 55 57



Enter Foreign Transaction 16 Information on screen 1116 62 17 Alternative minimum A tax items

64 66



63



488

65 67 69 71 73 75 77 79 81 83 85 86 87



6a Ordinary dividends 6b Qualified dividends K1P 7-4 7 8 Royalties



18 Tax-exempt income/ nondeductible expenses



68 70 72



ST capital gain or loss capital gain 9a LTloss or 9b Collectibles loss 28% gain or 9c Unrecap section 1250 gain 10 11 Net 1231 gain or loss Other income or loss



19 Distributions



74 76



20 Other information



78 80 82 84



Depletion Unreimbursed partnership expenses For State Use Only Section 179 Recapture US Gov't Interest State tax withheld State distributions State 2008 179 Exp from K-1



12 13



Section 179 deduction Other deductions



88 89 90 91 95 96 97 98 K1P.LD



14



Self-employment earnings (loss)



54 56



For Section 179 Use Only Federal 2008 179 Exp allowed Federal 179 Exp CO from 2007 Federal 2007 179 Exp allowed

92 93 94



State 2008 179 Exp allowed State 179 Exp CO from 2007 State 2007 179 Exp allowed



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

JACK & BARBARA KLOOTZ



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



JACK KLOOTZ BARBARA KLOOTZ



265-68-5494



Spouse

22 23 25



2 265-68-5494 JACK KLOOTZ 10-13-1933

Phone number DOD

8



SSN Mid init Suffix

4 6



054-36-3430 BARBARA KLOOTZ 08-14-1944

Phone number DOD

28



First name Last name Date of birth Occupation



Mid init Suffix



24



J



26



27 29



ENGINEER

Extension

11 13 10 12 14



BANKER

Extension

31 33 30 32 34



Daytime Evening 1 1-1 Cell



Daytime Evening Cell



239-566-8852

Print on return

16



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 43



6005 PINNACLE LANE

45



Apt. no State

46



44



402

Resident state Resident city

49 48



NAPLES

50



FL



Zip



47



34110



FL



COLLIER

51 52



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



1

54



F

59



1

55



2210 code 2007 Fed tax 2007 State tax

64 65



63



Code 3 Code 4 Code 5



1

56



1



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount



3 4



Y



State/City selection



2



State deposit amount Account number

7



RTN

6



Type of account

8



FIFTH THIRD

DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



067091719 0032480432

Federal deposit amount State/City selection

15



X

16 17



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund.



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 EIC Due Diligence - Qualifying Child



JACK KLOOTZ BARBARA KLOOTZ



265-68-5494



Age - Qualifying Child (complete only if qualifying child is over age 18) For children over age 18 who are students or permanently and totally disabled, the following information and documentation should be available: 1 Children who are students a What school does the child attend? Child 1 Child 2 b Can you provide documentation showing that the child was a full-time student for at least 5 months? The school records need to show the dates of attendance. The months do not have to be consecutive 2 Children with a permanent and total disability a What type of disability does the child have? Child 1 Child 2 b Does the child receive SSI or other disability payments? c Do you have a letter from the child's doctor, other healthcare provider, or any social service program or agency verifying that the child is permanently and totally disabled? Relationship - Qualifying Child (complete only if relationship is other than son or daughter) For relationships with children other than son or daughter, the following additional documentation should be available: 1 EIC1 1-6 2 If the biological parent is NOT living with the child, where is the parent? Mother Father Adopted children: a Is the adoption final or pending? b If the adoption is pending, do you have a letter from an authorized adoption agency? 3 Foster children: a Do you have a letter from the authorized placement agency or applicable court document? 4 Brother, sister, niece, nephew, grandchild, great-grandchild: a Can you provide a birth certificate that verifies your relationship to the child? 5 Stepchildren or descendent of them, step-grandchildren, step-great-grandchildren: a Can you provide a birth certificate & marriage certificate verifying the relationship to the child? Residency - Qualifying Child Can you provide any of the following documentation to prove that your child lived with you for more than half of the year? More than one type of documentation may be required by the IRS. Child 1

25 26 27 29 30 23 24 21 22 19 20 13 14



Child 1

1 2 3 4 6 7 8 9 11



Child 2

37 Not a student



Not a student



5 38 Not a student



Not a student



10 12



Child 1

15 17



Child 2

16 18



Child 2 School records Medical records Daycare records Social service records Letter* Daycare 28 provider

31 32 33 35 36



School records Medical records Daycare records Social service records Letter* Daycare 34 provider



*The letter must be on official letterhead from one of the following: school, medical provider, social service agency, place of worship, or other acceptable entity. The letter must include the name of the child, name of the child's parent or guardian, child's address, and dates during the year child lived with taxpayer.

Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 EIC1.LD



2008 EIC Due Diligence - Income

Income



JACK KLOOTZ BARBARA KLOOTZ



265-68-5494



Does the income appear to be sufficient to support the taxpayer and qualifying children? If no, some additional inquiries might be needed Taxpayers with self-employment income:

3 1



Yes



2



No



Not applicable Were satisfactory records of income and expense provided? a If yes, in what form were these records provided?

6 4



1



Yes



5



No



EIC2 1-7 b If no, how did you determine: The amount of income? The amount of expense? 2 Form 1099-MISC: a b 3 4 5 6 Do you have any Forms 1099-MISC to support the income? If not, is it reasonable that the business type would not receive Form 1099-MISC?

9 11 13 15 17 7 8



Yes Yes Yes Yes Yes



10 12 14 16 18



No No No No No



Are the expenses consistent with the type of business? Are the amounts of expense reasonable? Are any expenses that are typical for this type of business missing? List any other documentation you can provide to substantiate self-employment income

19



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



EIC2.LD



2008 EIC Due Diligence - Head of Household

Filing Status - Head of Household



JACK KLOOTZ BARBARA KLOOTZ



265-68-5494



The IRS could require additional information/documentation if you are divorced, legally separated, or married and did not reside with your spouse the last 6 months of the year to determine if you qualify for the head of household filing status. 1 Marital status:

1 2 3 4



Never married Divorced or separated Married but lived apart from spouse during the last 6 months of the year Separation agreement



2



If you are divorced or legally separated, can you provide the IRS with any of the following documents?

5 6



Divorce decree Separate maintenance agreement or separation agreement



3 EIC3 1-8



If you are married but did not reside with your spouse for the last 6 months of the tax year, can you provide the IRS with any of the supporting documents verifying that your spouse did not live with you?

7 8 9 10 11 12



Not applicable Lease agreement Utility bills Letter for a clergy member Letter from a social services Other supporting documentation If so, what type of documentation?

13



4



Can you provide the IRS with receipts and bills substantiating the cost of maintaining more than half of the cost of the home? Documentation that the IRS requires to substantiate the cost of maintaining the home includes:

14 15 16



Utility bills Property tax bills Grocery receipts



17 18 19



Rent receipts or mortgage interest statement Maintenance and repair bills Other household bills



5



Did you receive any non-taxable support/income?

20 21 22



Family support Food stamps Housing assistance



23 24



Childcare assistance Other

25



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



EIC3.LD



2008 EIC Due Diligence - Notes

Date of interview

1



JACK KLOOTZ BARBARA KLOOTZ



265-68-5494



Use the notes fields below to document any additional inquiries made by the tax return preparer to help determine if the information furnished by the taxpayer is complete and correct. Name of taxpayer interviewed

2



Taxpayer interviewed by

3



Note:



4



EIC4 1-9



Note:



5



Note:



6



Note:



7



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



EIC4.LD



2008 Income

F

1



JACK KLOOTZ BARBARA KLOOTZ

2



265-68-5494



ST



City



3



Description 7 7 Taxable scholarships not reported on W-2 Other income reported on line 7 (NOT W-2 wages)



2007



Taxpayer

4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 41 44 47



2008



2007



Spouse

5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 42 45 48 50 52



2008



8a Interest income (NO schedule B required) 8b Tax-exempt interest (NO schedule B required) 9 10 Dividend income (NO schedule B required) Taxable refunds: State taxes Local taxes 3 2-1 15a IRA distributions received (NO 1099 received) 15b Taxable portion of IRA distributions above 16a Pension distributions received (NO 1099 received) 16b Taxable portion of pensions above 19 Unemployment compensation received Portion of above unemployment repaid in 2008 20a Net Social Security received for 2008 Lump-sum benefits for earlier years - TOTAL received Lump-sum benefits for earlier years - TAXABLE portion Net railroad Social Security equivalent Tier 1 benefits received for 2008 21 Other income

40 43 46



11



Alimony received



NOL carryback Real estate tax recovery



49 51



SSA-1099 - Social Security Benefit Statement

TSJ SSA 2-2

1



T



F



2



ST



3 4



5 Net benefits 6 Federal income tax withheld



21822

6



Medicare premiums deducted Designate Social Security Benefits as:



5



1122

7



W-2G - Gambling Income

TS #1 #2 W2G 2-3 #3

1 1 1 2 2 2



F

3 3 3



Federal I.D. #

4 4 4



Payer Name

5 5 5



Street Address

7 7 7



City

8 8 8



ST

9 9 9



Zip



Gross winnings #1 #2 #3

16 16 16 17 17 17



Federal tax w/h

18 18 18



Type of wager

19 19 19



Date won



State

27 27 27 28 28 28



State I.D. #

29 29 29



State tax w/h



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



INC.LD



2008 Form W-2 - Wage and Tax Statement

TS

1 2



JACK KLOOTZ BARBARA KLOOTZ

Wages, tips, etc. S.S. wages

16



265-68-5494 51989

18



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



5905

19



S

Employer's Federal I.D. Number

3



56569

20



3507

21



20-1566911



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



56569

22 24 26



820

23 25



Employer's name, address, city, state, ZIP code

4



PARTNERS FINANCIAL CORP

5



1575 PINE RIDGE ROAD - SUITE 15

6 7 8 9



Amount

28 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27



D

30 33 36



4580

31 34 37



39



W2 2-6



NAPLES

Employee's name/address (if different)

10 11



FL



34109

Other

42 44 43 45 47



BARBARA J

12



KLOOTZ

14 15 46



12d



6005 PINNACLE LANE

13



NAPLES

State

48 55 62 69 76 49 56 63 70



FL

State I.D. #

50



34110

State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



51989

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2 3



F



Wages, tips, etc. S.S. wages Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee

8 9 39



16 18 20 22 24 26



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17 19 21 23 25



Employer's Federal I.D. Number



Employer's name, address, city, state, ZIP code

4 5 6 7



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



W2 2-6 Employee's name/address (if different)

10 12 13 14 15 11



Other

42 44 46 43 45 47



12d



State

48 55 62 69 76 49 56 63 70



State I.D. #

50 57 64 71



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch A - Itemized Deductions

TSJ

1



JACK KLOOTZ BARBARA KLOOTZ

Force itemized

5



265-68-5494

Force standard

6 7 8



F



2



ST



3



City



4



Medical and Dental



1 Health insurance premiums Long term care premiums Number of medical miles before July 1 Number of medical miles after June 30 Other medical and dental expenses Total miles for 2007



9 10 11 12 13 14



Taxes



5 Income taxes General sales tax 6 Real estate Taxes that qualify for State Property Tax Credit 7 Personal property 8 Other

17 19



2017

15 16 18 20 21



Interest You Paid



10 Home mortgage interest and points reported on Form 1098 11 No 1098 Name Address

22 24



5080

SSN/EIN

23 25 26 27 28 29



A 3-1



Portion of lines 10 and 11 that is home equity interest 12 Points not reported on Form 1098 13 Qualified mortgage insurance premiums 14 Investment interest Gifts to Charity 16 Total gifts by cash or check Portion of line 16 for disaster relief 30% limitation Charitable miles Midwestern disaster relief miles before July 1 Midwestern disaster relief miles after June 30 17 Other than by cash or check Job Expenses and Most Other Misc Deductions 22 Tax preparation fees 23 Other expenses:

50 52 54 47 30 31 32 33 34 35 36 41 43 45



18 Carryover from prior year subject to: 50% limitation 30% limitation 30% limitation capital gain property 20% limitation

37 38 39 40



21 Unreimbursed employee expenses:



42 44 46 48 49 51 53 55 57 59 A.LD



Other Misc Deductions



28 Other not subject to 2% limit:



56 58



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch C

TSJ

1



T



F



2 6



ST



3



City



4



JACK KLOOTZ BARBARA KLOOTZ 5

PAN B Bus. Code



265-68-5494

7



A Profession/product C Business name E Street address City, State, ZIP



MEDICAL EQUIPMENT

8



339110

9



VISILUX LLC

10 11



D Empl. ID No. 26-1473301



1061 COLLIER CENTER WAY - SUITE 1

12 13



NAPLES



F Accounting method if not cash: G H

17 18 19



14



Accrual



15



FL 34110

Other:

20 21 22 16



Did NOT materially participate in 2008 You started or acquired this business during 2008 You disposed of this business during 2008



Suppress Schedule C-EZ Statutory employee OR qualified joint venture Special tax treatment code 33 C o s t Inventory valuation method (if not Cost):

49 50



I n c o m I e



P a r t



1 Gross receipts or sales 2 Returns and allowances 6 Other income 8 Advertising 9 Car and truck expenses 10 Commissions and fees 11 Contract labor 12 Depletion 13 Depreciation 14 Employee benefits



1



23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47



Lower of cost or market Other

51 52 53 54 55 56 57 59 61 63 65 67 69 71 73 89



P o a f r t G o I o I d I s



34 35 36 37



Change in method Beginning inventory Purchases - personal Cost of labor Materials and supplies Other costs Ending inventory



Yes



S o 38 l d 39 41

58



C 4-1 P a r t I I 15 Insurance E x 16 Interest - mortgage p e Interest - other n s e 17 Legal & professional services s 18 Office expense 19 Pensions/profit sharing 20 Rent - vehicle, machinery Rent - other 21 Repairs/maintenance 22 Supplies 23 Taxes and licenses 24 Travel Meals and entertainment 25 Utilities 26 Wages 32b

75 48



ADJUSTMENT

O t h 62 e P r 64 a r E t x 66 p V e 68 n s e 70 s

72 60



1



Family Health Coverage Regular tax Prior unallowed passive loss Prior unallowed passive 4797, Part 1 Prior unallowed passive 4797, Part 2 Depreciation adjustment (AMT)

90 91 92



Alternative minimum tax

93 94 95 96



Some investment is NOT at risk



P a r t



V e h 43 i c 44a l e



Force the mileage rate Date placed in service Business miles before July 1 Business miles after June 30

76



Total miles for 2007



77 78 79 80



45 46



Available when off duty Another vehicle available



Yes Yes Yes Yes



81 83 85 87



No 82 No No No

84 86 88 C.LD



I V I n f o



44b Commuting miles 44c Other miles



47a You have evidence 47b It is written



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form 8867 - EIC Checklist

Questions Required to be Completed by the Preparer Part I - All Taxpayers 5a 7 Were you a nonresident alien for any part of the year?



JACK KLOOTZ BARBARA KLOOTZ



265-68-5494



Yes

1 3 2 4



No



Could you, or your spouse if filing jointly, be a qualifying child of another person for the year?



Part II - Taxpayers With a Child Form 8867, Part II questions must be answered for each dependent on screen 2, Dependents. Part III - Taxpayers Without a Qualifying Child 8867 1-5 16 18 Was your main home, and the main home of your spouse if filing jointly, in the U.S. for more than half the year? Are you, or your spouse if filing jointly, eligible to be claimed as a dependent on anyone else's federal income tax return for the year? Yes

5 7 6 8



No



Part IV - Due Diligence Requirements 20 22 23 Did you complete Form 8867 based on information provided by the taxpayer or reasonably obtained by you? Did you comply with the knowledge requirements? Did you keep: (1) Form 8867; (2) the EIC worksheet; and (3) a record of how, when, and from whom the information used to prepare the form and worksheet(s) were obtained?



Yes

9 11 13



No

10 12 14



EIC Calculation Overrides Additional EIC Information EIC Blocker - Enter NO if they do not qualify for EIC 6 Investment Income

16 15



Important Note regarding Combat Pay and EIC To override the amount of combay pay from the W-2 included in the EIC calculation, go to the 8812 screen and enter the desired amount in the 'Combat Pay (Applicable to Additional Child Tax Credit and EIC)' field, and check the 'Include Combat Pay in EIC Calculation' box.

Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 8867.LD



2008 Form 6198 - Computation of Ded Loss

For:

1



JACK KLOOTZ BARBARA KLOOTZ



265-68-5494



K1P

2



(C, E, F, 4835, K1P, K1F, K1S)



Multi-form code Description



3



Regular Tax 1 Ordinary income (loss) from this activity 2 Income initially reported on: Schedule D Form 4797 Other 3 Other gains not included in lines 1 & 2 4 Other deductions not included in lines 1 & 2 6198 6-1 6 Adjusted basis in activity on January 1st 7 Increases for the tax year 9 Decreases for the tax year Detailed Computation 11 Interest in activity at effective date 12 Increases at effective date 14 Decreases at effective date Beginning at-risk is from: a b

16 17 13 14 15 30 31 32 4 5 6 7 8 9 21 22 23 24 25 26



AMT



Simplified Computation

10 27



105749

11



105749

28 29



184588

12



31011



Effective date Start of year

18 19 20 33 34 35 6198.LD



15 Amount at risk at effective date or 12/31/2007 16 Increases since effective date or 12/31/2007 18 Decreases since effective date or 12/31/2007

Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch K-1 for 1065

TS

1



JACK KLOOTZ BARBARA KLOOTZ

3 6



265-68-5494

5



T



F



2



ST



City



4



Passive Activity No.



Partnership ID number Partnership name Address (optional) City, State, ZIP Check applicable boxes

13



20-0785927

8



Tax Shelter Registration No.



7



MED GENERAL USA LLC

9



1061 COLLIER CENTER WAY STE 1

10 11 12



NAPLES

22



FL

Alternative Minimum Tax

17 18 19 23 24 25 26



34110



The activity was disposed of during taxable year This is a publicly traded partnership This partner is a limited partner Foreign partnership General partner



Activity Type for entire activity

14 15 16



Regular Tax



Prior passive unallowed operating Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2

20



X



Some investment is NOT At-Risk

21



PRIOR unallowed AT-RISK loss carryovers Amounts from K-1 Code 1 2 3 4 5 Ordinary income or loss Rental real estate income Other rental income or loss Guaranteed payments Interest income



2008 Amount

27



2007 Amount



Code 15 Credits

58 60



2008 Amount

59 61



2007 Amount



-49254

28 29 30



1426

31 32 33 34 35 36 37 38 39 40 41 43 45 42 44 46 47 48 49



Enter Foreign Transaction 16 Information on screen 1116 62 17 Alternative minimum tax items

64 66



63 65 67 69



6a Ordinary dividends 6b Qualified dividends K1P 7-4 7 8 Royalties



18 Tax-exempt income/ nondeductible expenses



68



C

70 72 71 73 75



173



ST capital gain or loss capital gain 9a LTloss or 9b Collectibles loss 28% gain or 9c Unrecap section 1250 gain 10 11 Net 1231 gain or loss Other income or loss



19 Distributions



74



A

76 77 79 81 83 85 86 87 78 80 82 84



31011



20 Other information



Depletion Unreimbursed partnership expenses



12 13



Section 179 deduction Other deductions



G

50 51



22595 1426

53 55



For State Use Only Section 179 Recapture US Gov't Interest

88 89 90 91 95 96 97 98 K1P.LD



L

52



14



Self-employment earnings (loss)



54



A

56 57



-47828 22

92 93 94



State tax withheld State distributions State 2008 179 Exp from K-1 State 2008 179 Exp allowed State 179 Exp CO from 2007 State 2007 179 Exp allowed



C

For Section 179 Use Only Federal 2008 179 Exp allowed Federal 179 Exp CO from 2007 Federal 2007 179 Exp allowed



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form 8859 - DC First-Time Home Buyer Cr

TSJ A

1



JACK KLOOTZ BARBARA KLOOTZ



265-68-5494



Address of home qualifying for the credit

2



City

3



State

4



ZIP

5 6 7 8 9 10 11



8859 12-21 B C D 1 2 7 Lot number Square number Settlement or closing date Purchase price of home Adjustment to modified adjusted income Credit carryforward from prior year



Form 8861 - Welfare-to-Work Credit

TSJ 8861

1



If this credit is from a passive activity, enter Passive Activity Number

3 4 5 6



2



1a Qualified first-year wages



12-22 1b Qualified second-year wages 3 Welfare-to-work credit from pass-through entities Credit carryforward or carryback



Form 8863 - Education Credits

ST

1



2007



Taxpayer

2 4



2008



2007



Spouse

3 5 6



2008



1c Hope credit qualified expenses paid 8863 4c Lifetime learning credit qualified expenses paid Adjustment to modified adjusted gross income

7 8 9



12-23 10



Taxpayer is a dependent of another, but that person is not claiming the exemption or education credit Taxpayer attended eligible Midwestern disaster area educational institution Spouse attended eligible Midwestern disaster area educational institution



Form 8880 - Credit for Qualified Retirement Savings Contributions

F 1 8880 12-24 2 4

1



ST



2



2007



Taxpayer

3 5



2008



2007



Spouse

4 6



2008



Contributed to traditional or Roth IRAs Contributed to 401(k) Enter the total of all Roth IRA distributions, plus all taxable distributions from other qualified retirement plans, that were made in the following years 2008 2007 2006 Exception Exception

9



7 10



8 11 14



23773

12 13



Form 8917 - Tuition and Fees

8917 12-23 ST 1

10



2007 Tuition and fees paid



Taxpayer

11



2008



2007



Spouse

12



2008



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



CR11.LD



2008 Detail Worksheet

Title

1



JACK KLOOTZ BARBARA KLOOTZ



265-68-5494



SCHEDULE A, LINE 10 - HOME MTG INTEREST AND POINTS ON FORM 1

2007 Amount

3



Description

2



2008 Amount



THIRD FEDERAL S & L

4



296

5



CHASE HOME FINANCE LLC

6 8 10 12 14 16 18 20 22 24



4784

7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



JACK KLOOTZ BARBARA KLOOTZ



265-68-5494



AT RISK ADDITIONS

2007 Amount

3



Description

2



2008 Amount



CAPITAL CONTRIBUTED

4



17588

5



ROYAL PALM LINE OF CREDIT

6 8 10 12 14 16 18 20 22 24



167000

7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

CHRISTIE-LEE LEWIS



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



CHRISTIE-LEE LEWIS



140-90-9084



Spouse

22 23 25 27 29



1 140-90-9084 CHRISTIE-LEE LEWIS 12-01-1985

Phone number DOD

8



SSN Mid init Suffix

4



L

6



First name Last name Date of birth Occupation



Mid init Suffix DOD

28



24 26



STUDENT

Extension

11 13 10 12 14



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Daytime Evening 1 1-1 Cell



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 43



1914 IMPERIAL GOLF COURSE BLVD

45



Apt. no

46



44



NAPLES

50



State



FL



Zip



47



34110



Resident state Resident city

49



48



FL



COLLIER

51 52



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



1

54 55 56



2210 code 2007 Fed tax 2007 State tax

64



63



Code 3 Code 4 Code 5



678

65



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount



3 4



Y



State/City selection



2



State deposit amount Account number

7



RTN

6



Type of account

8



BANK OF AMERICA

DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



063100277 005494837240

Federal deposit amount State/City selection

15



X

16 17



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund.



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Form W-2 - Wage and Tax Statement

TS

1 2



CHRISTIE-LEE LEWIS

Wages, tips, etc. S.S. wages

16



140-90-9084

Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41 17



F



15511

18



995

19



T

Employer's Federal I.D. Number

3



15511

20



962

21



65-0224531



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



15511

22 24 26



225

23 25



Employer's name, address, city, state, ZIP code

4



R J & COMPANY INC

5



2322 PINE RIDGE RD

6 7 8 9



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



NAPLES

Employee's name/address (if different)

10 11



FL



34109

Other

42 44 43 45 47



CHRISTIE-LEE L

12 13



LEWIS

14 15 46



12d



1914 IMPERIAL GOLF COURSE BLVD NAPLES

State

48 55 62 69 76 49 56 63 70



FL

State I.D. #

50



34110

State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



15511

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2 3



F



Wages, tips, etc. S.S. wages Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee

8 9 39



16 18 20 22 24 26



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17 19 21 23 25



Employer's Federal I.D. Number



Employer's name, address, city, state, ZIP code

4 5 6 7



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



W2 2-6 Employee's name/address (if different)

10 12 13 14 15 11



Other

42 44 46 43 45 47



12d



State

48 55 62 69 76 49 56 63 70



State I.D. #

50 57 64 71



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

JACK LEWIS



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



JACK LEWIS



140-90-9085



Spouse

22 23 25 27 29



1 140-90-9085 JACK LEWIS 07-10-1987

Phone number DOD

8



SSN Mid init Suffix

4



R

6



First name Last name Date of birth Occupation



Mid init Suffix DOD

28



24 26



STUDENT

Extension

11 13 10 12 14



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Daytime Evening 1 1-1 Cell



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another X

43



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53



1914 IMPERIAL GOLF COURSE BLVD

45



Apt. no

46



44



NAPLES

50



State



FL



Zip



47



34110



Resident state Resident city

49



48



FL



COLLIER

51 52



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



1

54 55 56



2210 code 2007 Fed tax 2007 State tax

64 65



63



Code 3 Code 4 Code 5



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount



3 4



Y



State/City selection



2



State deposit amount Account number

7



RTN

6



Type of account

8



BANK OF AMERICA

DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



063000047 005491840832

Federal deposit amount State/City selection

15



X

16 17



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund.



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Form W-2 - Wage and Tax Statement

TS

1 2



JACK LEWIS

Wages, tips, etc. S.S. wages

16



140-90-9085 3668

18



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



213

19



T

Employer's Federal I.D. Number

3



3668

20



227

21



65-1131023



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



3668

22 24 26



53

23 25



Employer's name, address, city, state, ZIP code

4



PRECISION FITNESS CENTER INC

5



28811 S TAMIAMI TRAIL

6 7 8 9



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



BONITA SPRINGS

Employee's name/address (if different)

10 11



FL



34135

Other

42 44 43 45 47



JACK R

12 13



LEWIS

14 15 46



12d



1914 IMPERIAL GOLF COURSE BLVD NAPLES

State

48 55 62 69 76 49 56 63 70



FL

State I.D. #

50



34110

State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



3668

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2 3



F



Wages, tips, etc. S.S. wages Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee

8 9 39



16 18 20 22 24 26



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17 19 21 23 25



Employer's Federal I.D. Number



Employer's name, address, city, state, ZIP code

4 5 6 7



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



W2 2-6 Employee's name/address (if different)

10 12 13 14 15 11



Other

42 44 46 43 45 47



12d



State

48 55 62 69 76 49 56 63 70



State I.D. #

50 57 64 71



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

JACK & IRENE LEWIS



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



JACK LEWIS IRENE



151-50-4085



Spouse

22 23 25



2 151-50-4085 JACK LEWIS 01-24-1956

Phone number DOD

8



SSN Mid init Suffix

4 6



156-56-7851 IRENE 08-01-1959

Phone number DOD

28



First name Last name Date of birth Occupation



Mid init Suffix



24



M



26



27 29



PRESIDENT

Extension

11 13 10 12 14



SECRETARY

Extension

31 33 30 32 34



Daytime Evening 1 1-1 Cell



Daytime Evening Cell



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 43



1914 IMPERIAL GOLF COURSE BLVD

45



Apt. no

46



44



NAPLES

50



State



FL



Zip



47



34110



Resident state Resident city

49



48



FL



COLLIER

51 52



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



1

54 55 56



2210 code 2007 Fed tax 2007 State tax

64



63



Code 3 Code 4 Code 5



304

65



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount State/City selection

2



3 4



State deposit amount Account number

7



RTN

6



Type of account

8



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund. DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



Federal deposit amount State/City selection

15



16 17



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Dependent Information

Dependent First name

1 2



JACK LEWIS IRENE

Last name (if different) Suffix

3 4



151-50-4085

SSN

5



Relationship



Months in home

6 7



Date of Birth



CHRISTIE



LEWIS



Qualifying child care expenses incurred and paid in 2008 Portion of qualifying expenses provided by your employer Hope Credit qualified expenses paid Lifetime Learning Credit qualified expenses paid Tuition and fees deduction

16



8 9 10 11 12



140-90-9084 DAUGHTER



12



12-01-1985



TSJ State State codes Yes

17 19



13 14 15



1294

No

18 20



Not eligible for EIC



Yes 13a Could another person qualify to claim this child?

23 24 21



No Don't know

22



10 Is child unmarried OR married and can be claimed as the taxpayer's dependent? 11 Did the child live with the taxpayer in the U.S. for over half of the year?



13b Child's relationship to the other person 13c



If the tiebreaker rules apply, would the child be treated as the taxpayer's qualifying child?

34 35 36 37



25



26



27



X 28

29 30



Over 18 and a student Over 18 and disabled Not eligible for Child Tax Credit Not US Citizen or resident alien



31 32 33



Child lived with you Child did NOT live with you due to divorce or separation Other dependent



X



Not a dependent Not a dependent - HOH qualifier Qualifies for Form 8901 Attended eligible Midwestern disaster area educational institution Months Relationship in home

5 6 7



X



2 1-3

1



Dependent First name



Last name (if different)

2



Suffix

3 4



SSN



Date of Birth



JACK



LEWIS



Qualifying child care expenses incurred and paid in 2008 Portion of qualifying expenses provided by your employer Hope Credit qualified expenses paid Lifetime Learning Credit qualified expenses paid Tuition and fees deduction

16



8 9 10 11 12



140-90-9085



SON



12



07-10-1987



TSJ State State codes Yes

17 19



13 14 15



1564

No

18 20



Not eligible for EIC



Yes 13a Could another person qualify to claim this child?

23 24 21



No Don't know

22



10 Is child unmarried OR married and can be claimed as the taxpayer's dependent? 11 Did the child live with the taxpayer in the U.S. for over half of the year?



13b Child's relationship to the other person 13c



If the tiebreaker rules apply, would the child be treated as the taxpayer's qualifying child?

34 35 36 37



25



26



27 28 29 30



X X



Over 18 and a student Over 18 and disabled Not eligible for Child Tax Credit Not US Citizen or resident alien



31 32 33



Child lived with you Child did NOT live with you due to divorce or separation Other dependent



Not a dependent Not a dependent - HOH qualifier Qualifies for Form 8901 Attended eligible Midwestern disaster area educational institution

DEP.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form W-2 - Wage and Tax Statement

TS

1 2



JACK LEWIS IRENE

Wages, tips, etc. S.S. wages

16



151-50-4085 2700

18



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



218

19



T

Employer's Federal I.D. Number

3



2700

20



167

21



20-0154057



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



2700

22 24 26



39

23 25



Employer's name, address, city, state, ZIP code

4



LEWIS CONSTRUCTION ENTERPRISES OF F

5



1914 IMPERIAL GOLF COURSE BLVD

6 7 8 9



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



NAPLES

Employee's name/address (if different)

10 11



FL



34110

Other

42 44 43 45 47



JACK

12 13



LEWIS

14 15 46



12d



1914 IMPERIAL GOLF COURSE BLVD NAPLES

State

48 55 62 69 76 49 56 63 70



FL

State I.D. #

50



34110

State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



2700

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2



F



Wages, tips, etc. S.S. wages

3



16



3000

18



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



263

19



S

Employer's Federal I.D. Number



3000

20



186

21



20-0154057



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



3000

22 24 26



44

23 25



Employer's name, address, city, state, ZIP code

4



LEWIS CONSTRUCTION ENTERPRISES OF F

5



1914 IMPERIAL GOLF COURSE BLVD

6 7 8 9



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



NAPLES

Employee's name/address (if different)

10 11



FL



34110

Other

42 44 43 45 47



IRENE M

12 13



LEWIS

14 15 46



12d



1914 IMPERIAL GOLF COURSE BLVD NAPLES

State

48 55 62 69 76 49 56 63 70



FL

State I.D. #

50



34110

State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



3000

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch B - Interest Income

TSJ

1



JACK LEWIS IRENE

4



151-50-4085



F



2 6



ST



3



City



2007 income

13



Tax exempt 8 interest Note



Interest 1 Income 14 PAB 9 interest



Name of 5 payer 7 Early withdrawal 8 U.S. gov't 9 Federal tax 10 Investment 2 penalty 3 interest 4 withheld 5 expenses 15 Nominee 16 Accrual 24 Res St municipal int 26 Other St municipal int 28 Other tax-exempt int interest interest included in Box 8 included in Box 8 included in Box 8



TSJ



1



S



F



2 6



ST 1

14



3



City



4 7



Name of 5 payer BANK OF AMERICA

8 9 10



18

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9



S



F



2 6



ST 1

14



3



City



Name of 5 payer BANK OF AMERICA

8 9 10



584

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9



S



F



2 6



ST 1

14



3



City



Name of 5 payer GCF BANK

8 9 10



1113

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



INT 2-8



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16



3

24



4

26



5

28 BINTS.LD



13



14



8



9



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch A - Itemized Deductions

TSJ

1



JACK LEWIS IRENE

Force itemized

5



151-50-4085

Force standard

6 7 8



F



2



ST



3



City



4



Medical and Dental



1 Health insurance premiums Long term care premiums Number of medical miles before July 1 Number of medical miles after June 30 Other medical and dental expenses Total miles for 2007



9 10 11 12 13 14



Taxes



5 Income taxes General sales tax 6 Real estate Taxes that qualify for State Property Tax Credit 7 Personal property 8 Other

17 19



3261

15 16 18 20 21



Interest You Paid



10 Home mortgage interest and points reported on Form 1098 11 No 1098 Name Address

22 24



33737

SSN/EIN

23 25 26 27 28 29



A 3-1



Portion of lines 10 and 11 that is home equity interest 12 Points not reported on Form 1098 13 Qualified mortgage insurance premiums 14 Investment interest Gifts to Charity 16 Total gifts by cash or check Portion of line 16 for disaster relief 30% limitation Charitable miles Midwestern disaster relief miles before July 1 Midwestern disaster relief miles after June 30 17 Other than by cash or check Job Expenses and Most Other Misc Deductions 22 Tax preparation fees 23 Other expenses:

50 52 54 47 30 31 32 33 34 35 36 41 43 45



18 Carryover from prior year subject to: 50% limitation 30% limitation 30% limitation capital gain property 20% limitation

37 38 39 40



21 Unreimbursed employee expenses:



42 44 46 48 49 51 53 55 57 59 A.LD



Other Misc Deductions



28 Other not subject to 2% limit:



56 58



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch K-1 for 1041

TS

1



JACK LEWIS IRENE

3 6



151-50-4085

5



S



F



2



ST



City



4



Passive Activity No.



Fiduciary ID # Fiduciary name Address (optional) City, state, ZIP (optional) Check Applicable Boxes

12



20-7473652

7



ESTATE OF MARY G MELOGRANO

8



1011 MERRYMOUNT SOUTH

9 10 11



BLACKWOOD

Alternative Minimum Tax

16 17 18 21 22 19



NJ



08012



Activity Type

13 14 15



Regular Tax



Some investment is NOT at risk

20



Prior passive unallowed operating Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2 Amounts From K-1 1 Interest income

23



PRIOR unallowed AT-RISK loss carryovers



The activity was disposed of during taxable year Qualifying estate/trust Code 2008 Amount

52 54 56 58 60 62 64 66 68 70 72 74 76 78 80



2008 Amount



2007 Amount



2007 Amount



919

24 25 26 27 28 29 30 31 32 33



12 Alternative minimum tax adjustment



51 53 55 57 59



2a Ordinary dividends 2b Qualified dividends 3 K1F 7-3 4b 28% rate gain 4c Unrecaptured 1250 gain 5 6 7 8 Other portfolio income Ordinary business income Net rental real estate income Other rental income Code 9 Directly apportioned 34 deductions

36 38



Net short-term gain



4a Net long-term gain



13 Credits and credit recapture



61 63 65 67 69



14 Other information 2008 Amount 2007 Amount



71 73 75 77 79



35 37 39 40



10 11



Estate tax deduction Final year deductions

41 43 45 47 49



For State Use Only Section 179 recapture US Gov't interest income State tax withheld State distributions

81 82 83 84



42 44 46 48 50



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



K1F.LD



2008 Sch K-1 for 1120S

TS

1



JACK LEWIS IRENE

City

6 4



151-50-4085

5



T



F



2



ST



3



Passive Activity No.



S Corporation ID Number S Corporation name Address (optional) City, state, ZIP Check Applicable Boxes

13



20-0154057

8



Tax Shelter Registration No.



7



LEWIS CONSTRUCTION ENTERPRISES

9



1914 IMPERIAL GOLF COURSE BLVD

10 11 12



NAPLES

Alternative Minimum Tax

17 18 19 20 21 22



FL



34110



Activity Type

14 15 16



Regular Tax



Some investment is NOT at risk PRIOR unallowed AT-RISK loss carryovers The activity was disposed of during taxable year



Prior passive unallowed operating Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2 Amounts From K-1 1 2 3 4 Ordinary income (loss) Rental real estate income (loss) Other rental income (loss) Interest income Code

23



2008 Amount



2007 Amount



Code 12 Other deductions (cont.)

57 59 61 58 60 62 64 66 68 70 72



2008 Amount



2007 Amount



13495

24 25 26



3

27 28 29 30 31 32 33 34 35 36 38 40 42 44 37 39 41 43 45 46 47 49 51 53 55 48 50 52 54 56



13 Credits



63 65 67 69 71



5a Ordinary dividends 5b Qualified dividends 6 K1S 7-5 7 ST capital gain (loss) 8a LT capital gain (loss) 8b Collectibles 28% gain (loss) 8c Unrecaptured section 1250 gain 9 10 Net 1231 gain (loss) Other income (loss) Royalties



Enter foreign transaction information 14 on screen 1116 if applicable 73 74 15 Alternative minimum tax items

75 77 79 81 76 78 80 82 84



16 Items affecting shareholder basis



83



C

85 86



1081 45066

88 90 92 94 96 98 100 101



D

87 89 91



11 12



Section 179 deduction Other deductions



17 Other information



93 95 97 99



Depletion For State Use Only Section 179 recapture US Gov't interest State tax withheld State distributions

102 103 104 105



For Section 179 Use Only Federal 2008 179 Exp allowed Federal 179 Exp CO from 2007 Federal 2007 179 Exp allowed State 2008 179 Exp from K-1

106 107 108 109 K1S.LD



State 2008 179 Exp allowed State 179 Exp CO from 2007 State 2007 179 Exp allowed



110 111 112



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch K-1 for 1120S

TS

1



JACK LEWIS IRENE

City

6 4



151-50-4085

5



S



F



2



ST



3



Passive Activity No.



S Corporation ID Number S Corporation name Address (optional) City, state, ZIP Check Applicable Boxes

13



20-0154057

8



Tax Shelter Registration No.



7



LEWIS CONSTRUCTION ENTERPRISES

9



1914 IMPERIAL GOLF COURSE BLVD

10 11 12



NAPLES

Alternative Minimum Tax

17 18 19 20 21 22



FL



34110



Activity Type

14 15 16



Regular Tax



Some investment is NOT at risk PRIOR unallowed AT-RISK loss carryovers The activity was disposed of during taxable year



Prior passive unallowed operating Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2 Amounts From K-1 1 2 3 4 Ordinary income (loss) Rental real estate income (loss) Other rental income (loss) Interest income Code

23



2008 Amount



2007 Amount



Code 12 Other deductions (cont.)

57 59 61 58 60 62 64 66 68 70 72



2008 Amount



2007 Amount



13494

24 25 26



2

27 28 29 30 31 32 33 34 35 36 38 40 42 44 37 39 41 43 45 46 47 49 51 53 55 48 50 52 54 56



13 Credits



63 65 67 69 71



5a Ordinary dividends 5b Qualified dividends 6 K1S 7-5 7 ST capital gain (loss) 8a LT capital gain (loss) 8b Collectibles 28% gain (loss) 8c Unrecaptured section 1250 gain 9 10 Net 1231 gain (loss) Other income (loss) Royalties



Enter foreign transaction information 14 on screen 1116 if applicable 73 74 15 Alternative minimum tax items

75 77 79 81 76 78 80 82 84



16 Items affecting shareholder basis



83



C

85 86



1081 45066

88 90 92 94 96 98 100 101



D

87 89 91



11 12



Section 179 deduction Other deductions



17 Other information



93 95 97 99



Depletion For State Use Only Section 179 recapture US Gov't interest State tax withheld State distributions

102 103 104 105



For Section 179 Use Only Federal 2008 179 Exp allowed Federal 179 Exp CO from 2007 Federal 2007 179 Exp allowed State 2008 179 Exp from K-1

106 107 108 109 K1S.LD



State 2008 179 Exp allowed State 179 Exp CO from 2007 State 2007 179 Exp allowed



110 111 112



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

MONTSERRAT MACIA



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



MONTSERRAT MACIA



590-51-0845



Spouse

22 23 25 27 29



1 590-51-0845 MONTSERRAT MACIA 04-12-1949

Phone number DOD

8



SSN Mid init Suffix

4



M

6



First name Last name Date of birth Occupation



Mid init Suffix DOD

28



24 26



Extension

11 13



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Daytime Evening 1 1-1 Cell



10 12 14



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 43



10003 RAVELLO BOULEVARD

45



Apt. no State

46



44



FORT MYERS

50



FL



Zip



47



33905-5490



Resident state

49



48



FL



LEE

51 52



Resident city



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



1

54 55 56



2210 code 2007 Fed tax 2007 State tax

64 65



63



Code 3 Code 4 Code 5



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount



3 4



Y



State/City selection



2



State deposit amount Account number

7



RTN

6



Type of account

8



WACHOVIA BANK

DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



067006432 1010015490306

Federal deposit amount State/City selection

15



X

16 17



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund.



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 EIC Due Diligence - Qualifying Child



MONTSERRAT MACIA



590-51-0845



Age - Qualifying Child (complete only if qualifying child is over age 18) For children over age 18 who are students or permanently and totally disabled, the following information and documentation should be available: 1 Children who are students a What school does the child attend? Child 1 Child 2 b Can you provide documentation showing that the child was a full-time student for at least 5 months? The school records need to show the dates of attendance. The months do not have to be consecutive 2 Children with a permanent and total disability a What type of disability does the child have? Child 1 Child 2 b Does the child receive SSI or other disability payments? c Do you have a letter from the child's doctor, other healthcare provider, or any social service program or agency verifying that the child is permanently and totally disabled? Relationship - Qualifying Child (complete only if relationship is other than son or daughter) For relationships with children other than son or daughter, the following additional documentation should be available: 1 EIC1 1-6 2 If the biological parent is NOT living with the child, where is the parent? Mother Father Adopted children: a Is the adoption final or pending? b If the adoption is pending, do you have a letter from an authorized adoption agency? 3 Foster children: a Do you have a letter from the authorized placement agency or applicable court document? 4 Brother, sister, niece, nephew, grandchild, great-grandchild: a Can you provide a birth certificate that verifies your relationship to the child? 5 Stepchildren or descendent of them, step-grandchildren, step-great-grandchildren: a Can you provide a birth certificate & marriage certificate verifying the relationship to the child? Residency - Qualifying Child Can you provide any of the following documentation to prove that your child lived with you for more than half of the year? More than one type of documentation may be required by the IRS. Child 1

25 26 27 29 30 23 24 21 22 19 20 13 14



Child 1

1 2 3 4 6 7 8 9 11



Child 2

37 Not a student



Not a student



5 38 Not a student



Not a student



10 12



Child 1

15 17



Child 2

16 18



Child 2 School records Medical records Daycare records Social service records Letter* Daycare 28 provider

31 32 33 35 36



School records Medical records Daycare records Social service records Letter* Daycare 34 provider



*The letter must be on official letterhead from one of the following: school, medical provider, social service agency, place of worship, or other acceptable entity. The letter must include the name of the child, name of the child's parent or guardian, child's address, and dates during the year child lived with taxpayer.

Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 EIC1.LD



2008 EIC Due Diligence - Income

Income



MONTSERRAT MACIA



590-51-0845



Does the income appear to be sufficient to support the taxpayer and qualifying children? If no, some additional inquiries might be needed Taxpayers with self-employment income:

3 1



Yes



2



No



Not applicable Were satisfactory records of income and expense provided? a If yes, in what form were these records provided?

6 4



1



Yes



5



No



EIC2 1-7 b If no, how did you determine: The amount of income? The amount of expense? 2 Form 1099-MISC: a b 3 4 5 6 Do you have any Forms 1099-MISC to support the income? If not, is it reasonable that the business type would not receive Form 1099-MISC?

9 11 13 15 17 7 8



Yes Yes Yes Yes Yes



10 12 14 16 18



No No No No No



Are the expenses consistent with the type of business? Are the amounts of expense reasonable? Are any expenses that are typical for this type of business missing? List any other documentation you can provide to substantiate self-employment income

19



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



EIC2.LD



2008 EIC Due Diligence - Head of Household

Filing Status - Head of Household



MONTSERRAT MACIA



590-51-0845



The IRS could require additional information/documentation if you are divorced, legally separated, or married and did not reside with your spouse the last 6 months of the year to determine if you qualify for the head of household filing status. 1 Marital status:

1 2 3 4



Never married Divorced or separated Married but lived apart from spouse during the last 6 months of the year Separation agreement



2



If you are divorced or legally separated, can you provide the IRS with any of the following documents?

5 6



Divorce decree Separate maintenance agreement or separation agreement



3 EIC3 1-8



If you are married but did not reside with your spouse for the last 6 months of the tax year, can you provide the IRS with any of the supporting documents verifying that your spouse did not live with you?

7 8 9 10 11 12



Not applicable Lease agreement Utility bills Letter for a clergy member Letter from a social services Other supporting documentation If so, what type of documentation?

13



4



Can you provide the IRS with receipts and bills substantiating the cost of maintaining more than half of the cost of the home? Documentation that the IRS requires to substantiate the cost of maintaining the home includes:

14 15 16



Utility bills Property tax bills Grocery receipts



17 18 19



Rent receipts or mortgage interest statement Maintenance and repair bills Other household bills



5



Did you receive any non-taxable support/income?

20 21 22



Family support Food stamps Housing assistance



23 24



Childcare assistance Other

25



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



EIC3.LD



2008 EIC Due Diligence - Notes

Date of interview

1



MONTSERRAT MACIA



590-51-0845



Use the notes fields below to document any additional inquiries made by the tax return preparer to help determine if the information furnished by the taxpayer is complete and correct. Name of taxpayer interviewed

2



Taxpayer interviewed by

3



Note:



4



EIC4 1-9



Note:



5



Note:



6



Note:



7



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



EIC4.LD



2008 Form W-2 - Wage and Tax Statement

TS

1 2 3



MONTSERRAT MACIA

Wages, tips, etc. S.S. wages

16



590-51-0845 12323

18



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



684

19



12323

20



764

21



Employer's Federal I.D. Number



65-0624441



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



12323

22 24 26



179

23 25



Employer's name, address, city, state, ZIP code

4



FIRST FINANCIAL EMPLOYEE LEASING

5



3745 TAMIAMI TRAIL

6 7 8 9



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



PORT CHARLOTTE

Employee's name/address (if different)

10 12 13 11



FL



33952

Other

42 44 43 45 47



12d



14



15



46



State

48 55 62 69 76 49 56 63 70



State I.D. #

50



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



12323

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2 3



F



Wages, tips, etc. S.S. wages Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee

8 9 39



16 18 20 22 24 26



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17 19 21 23 25



Employer's Federal I.D. Number



Employer's name, address, city, state, ZIP code

4 5 6 7



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



W2 2-6 Employee's name/address (if different)

10 12 13 14 15 11



Other

42 44 46 43 45 47



12d



State

48 55 62 69 76 49 56 63 70



State I.D. #

50 57 64 71



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch A - Itemized Deductions

TSJ

1



MONTSERRAT MACIA

Force itemized

5



590-51-0845

Force standard

6 7 8



F



2



ST



3



City



4



Medical and Dental



1 Health insurance premiums Long term care premiums Number of medical miles before July 1 Number of medical miles after June 30 Other medical and dental expenses Total miles for 2007



9 10 11 12 13 14 15 16



Taxes



5 Income taxes General sales tax 6 Real estate Taxes that qualify for State Property Tax Credit 7 Personal property 8 Other

17 19



18 20 21



Interest You Paid



10 Home mortgage interest and points reported on Form 1098 11 No 1098 Name Address

22 24



5537

SSN/EIN

23 25 26 27 28 29



A 3-1



Portion of lines 10 and 11 that is home equity interest 12 Points not reported on Form 1098 13 Qualified mortgage insurance premiums 14 Investment interest Gifts to Charity 16 Total gifts by cash or check Portion of line 16 for disaster relief 30% limitation Charitable miles Midwestern disaster relief miles before July 1 Midwestern disaster relief miles after June 30 17 Other than by cash or check Job Expenses and Most Other Misc Deductions 22 Tax preparation fees 23 Other expenses:

50 52 54 47 30 31 32 33 34 35 36 41 43 45



18 Carryover from prior year subject to: 50% limitation 30% limitation 30% limitation capital gain property 20% limitation

37



14

38 39 40



21 Unreimbursed employee expenses:



42 44 46 48 49 51 53 55 57 59 A.LD



Other Misc Deductions



28 Other not subject to 2% limit:



56 58



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form 8867 - EIC Checklist

Questions Required to be Completed by the Preparer Part I - All Taxpayers 5a 7 Were you a nonresident alien for any part of the year?



MONTSERRAT MACIA



590-51-0845



Yes

1 3 2 4



No



Could you, or your spouse if filing jointly, be a qualifying child of another person for the year?



Part II - Taxpayers With a Child Form 8867, Part II questions must be answered for each dependent on screen 2, Dependents. Part III - Taxpayers Without a Qualifying Child 8867 1-5 16 18 Was your main home, and the main home of your spouse if filing jointly, in the U.S. for more than half the year? Are you, or your spouse if filing jointly, eligible to be claimed as a dependent on anyone else's federal income tax return for the year? Yes

5 7 6 8



No



Part IV - Due Diligence Requirements 20 22 23 Did you complete Form 8867 based on information provided by the taxpayer or reasonably obtained by you? Did you comply with the knowledge requirements? Did you keep: (1) Form 8867; (2) the EIC worksheet; and (3) a record of how, when, and from whom the information used to prepare the form and worksheet(s) were obtained?



Yes

9 11 13



No

10 12 14



EIC Calculation Overrides Additional EIC Information EIC Blocker - Enter NO if they do not qualify for EIC 6 Investment Income

16 15



Important Note regarding Combat Pay and EIC To override the amount of combay pay from the W-2 included in the EIC calculation, go to the 8812 screen and enter the desired amount in the 'Combat Pay (Applicable to Additional Child Tax Credit and EIC)' field, and check the 'Include Combat Pay in EIC Calculation' box.

Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 8867.LD



2008 Form 6198 - Computation of Ded Loss

For:

1



MONTSERRAT MACIA



590-51-0845



K1S

2



(C, E, F, 4835, K1P, K1F, K1S)



Multi-form code Description



3



Regular Tax 1 Ordinary income (loss) from this activity 2 Income initially reported on: Schedule D Form 4797 Other 3 Other gains not included in lines 1 & 2 4 Other deductions not included in lines 1 & 2 6198 6-1 6 Adjusted basis in activity on January 1st 7 Increases for the tax year 9 Decreases for the tax year Detailed Computation 11 Interest in activity at effective date 12 Increases at effective date 14 Decreases at effective date Beginning at-risk is from: a b

16 17 13 14 15 30 31 32 4 21 22 23 24 25 26



AMT



-19445

5 6 7 8 9



Simplified Computation

10 11 27 28 29



25000

12



Effective date Start of year

18 19 20 33 34 35 6198.LD



15 Amount at risk at effective date or 12/31/2007 16 Increases since effective date or 12/31/2007 18 Decreases since effective date or 12/31/2007

Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch E - Rent & Royalty Income

TSJ

1



MONTSERRAT MACIA

PAN

5



590-51-0845



T



F



2



ST



3



City

6 7



4



Kind of property Address of property

8 9



RESIDENTIAL 2920 39TH AVE, NAPLES, FL

10



Activity Type Some investment is NOT At-Risk Property was 100% disposed of in 2008



2



11 12



Property was used for personal purposes at least 10% or 14 days If box 2 is checked, enter personal %

14 15 16 17 18 19 20 13



If box 2 is checked, this is your main home, or second home



3 Rent Income 4 Royalty income 5 Advertising 6 Auto and travel E 7-1 8 Commissions 9 Insurance

21



18 Other expenses: (list)

30 32 34 36 38 40 42 31 33 35 37 39 41 43 45 47 48 49



7 Cleaning and maintenance



2016

22 23 24 44 46



Line 9 includes Private Mortgage Insurance



10 Legal and professional 11 Management fees 12 Interest - mortgage 13 Interest - other 14 Repairs 15 Supplies 16 Taxes 17 Utilities



13871

25 26



20 Depreciation Ownership percent Regular Tax



Alternative Minimum Tax

53



27 28



Prior passive unallowed Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2 Depreciation adjustment (AMT)



50



1472

51 52 54 55 56



1473



2725

29



Sch E, Part II - Partnerships & Corporations

TSJ

1



F



2



ST



3



CITY



4



PAN



5



Name

6



Ptrshp or S Corp

7 8



Foreign Partnership Foreign PTR

9



EIN

10



At Risk? Some is not at risk



Passive Income and Loss

11



Nonpassive Income and Loss

14



Passive Activity Type Passive loss allowed Passive income

13



Nonpassive Activity Type Nonpassive loss Section 179 deduction

16



Nonpassive income

17



E2 7-2



12 18



15



Reporting losses not allowed in prior years due to the at-risk or basis limitations, passive losses not reported on Form 8582, or unreimbursed partnership expenses

19



Estimated tax paid on behalf of the taxpayer Passive Activity Information TOTAL NET of passive income (loss) for the year Adjustment to MAGI on Form 8582 Prior passive unallowed operating - regular tax Prior passive unallowed operating - alternative minimum tax (AMT)

24



20 21 22 23



Activity was 100% disposed of in 2008

E.LD



Drake Software - Individual Interview Sheet/Proforma - Copyright 2008



2008 Sch K-1 for 1120S

TS

1



MONTSERRAT MACIA

City

6 4



590-51-0845

5



T



F



2



ST



3



Passive Activity No.



S Corporation ID Number S Corporation name Address (optional) City, state, ZIP Check Applicable Boxes

13



59-3639427

8



Tax Shelter Registration No.



7



PELICAN MARBLE & GRANITE INC

9



24201 S TAMIAMI TRAIL

10 11 12



BONITA SPRINGS

Alternative Minimum Tax

17 20 21



FL



34135



Activity Type

14



Regular Tax



Some investment is NOT at risk PRIOR unallowed AT-RISK loss carryovers The activity was disposed of during taxable year



Prior passive unallowed operating Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2 Amounts From K-1 1 2 3 4 Ordinary income (loss) Rental real estate income (loss) Other rental income (loss) Interest income Code

23



19445

15 16 18 19



17987

22



2008 Amount



2007 Amount



Code 12 Other deductions (cont.)

57 59 61 58 60 62 64 66 68 70 72



2008 Amount



2007 Amount



-19445

24 25 26 27 28 29 30 31 32 33 34 35 36 38 40 42 44 37 39 41 43 45 46 47 48



13 Credits



63 65 67 69 71



5a Ordinary dividends 5b Qualified dividends 6 K1S 7-5 7 ST capital gain (loss) 8a LT capital gain (loss) 8b Collectibles 28% gain (loss) 8c Unrecaptured section 1250 gain 9 10 Net 1231 gain (loss) Other income (loss) Royalties



Enter foreign transaction information 14 on screen 1116 if applicable 73 74 15 Alternative minimum A tax items

75 77 79 81 76 78 80 82 84 86 88 90 92 94 96 98 100 101



1458



16 Items affecting shareholder basis



83 85 87 89 91



11 12



Section 179 deduction Other deductions



A

49 51 53 55 50 52 54 56



14

17 Other information

93 95 97 99



Depletion For State Use Only Section 179 recapture US Gov't interest State tax withheld State distributions

102 103 104 105



For Section 179 Use Only Federal 2008 179 Exp allowed Federal 179 Exp CO from 2007 Federal 2007 179 Exp allowed State 2008 179 Exp from K-1

106 107 108 109 K1S.LD



State 2008 179 Exp allowed State 179 Exp CO from 2007 State 2007 179 Exp allowed



110 111 112



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



MONTSERRAT MACIA



590-51-0845

Prior Depr.

11 11 11 11



2008 Form 4562 - Depr for A, C, E, F, 2106, 4835, AUTO, 8829

For

1



Multi

2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 3 3



Description of Property

4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4



Date Acquired

5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5



Cost/Basis



Land cost Meth

50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 9



Life

10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10



Sec 179 Exp Sec 179 Exp Prior AMT Elected Allowed Depr.

14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 33 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65



Date Sold



Prop type 66 67 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67



Sales Price

68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68



Expense of Sale



E

1



2920 39TH AVE NAPL 06-13-2005 203200 CLOSING COSTS

3



M

9



27.5 18779 27.5 757



18780

33



E

1



06-13-2005 8189 06-13-2005 78300 06-13-2005 5220



M

9



757

33 33



E

1



LAND

3



NDA

9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 9



E

1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1



POINTS

3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3



AMT 30



174

11 11 11 11 11 11 11 11 11 11 11 11 11 11 11 11 11



174

33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33



Valid Methods: For assets A purchased M AFTER 1980 ALT ARR ARP ALH ADS EXP Misc. SL SYD AMT ACRS or MACRS tangible property MACRS tangible property Alternative MACRS (150 DB election) Residential Rental (27.5 yr) Other Real Property (15,18,19,31.5,39.5 yr) Low Income Housing Property Alternative Depreciation System Section 179 Expense Election Straight Line Sum of the Years Digits Amortization For assets purchased BEFORE 1980 ONLY D DS DB DBS DD DDS 125% Declining Balance 125% Declining Balance with SL switch 150% Declining Balance 150% Declining Balance with SL switch 200% Declining Balance 200% Declining Balance with SL switch



Property Type Codes for 4797: 44 45 50 51 52 54 55 18 NL FA ID IC Section 1244 Stock Section 1245 Property Section 1250 Property Section 1251 Property Section 1252 Property Section 1254 Property Section 1255 Property Form 4797 line 18 entry Nonrecaptured Losses Farm Animal Intangible Drilling Involuntary Conversion See manual for others



4562 8-1



Listed Property Types: V X Luxury Vehicle Computers, property generally used for entertainment, recreation, or amusement, and cellular phones.



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



4562.LD



2008 Detail Worksheet

Title

1



MONTSERRAT MACIA



590-51-0845



SCHEDULE A, LINE 10 - HOME MTG INTEREST AND POINTS ON FORM 1

2007 Amount

3



Description

2



2008 Amount



COUNTRYWIDE 176587671

4



4237

5



COUNTRYWIDE 176587679

6 8 10 12 14 16 18 20 22 24



1300

7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

OLGA MACIA



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



OLGA MACIA



646-36-8923



Spouse

22 23 25 27 29



1 646-36-8923 OLGA MACIA 01-14-1952

Phone number DOD

8



SSN Mid init Suffix

4 6



First name Last name Date of birth Occupation



Mid init Suffix DOD

28



24 26



SUPERVISOR

Extension

11 10 12 14



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Daytime Evening 1 1-1 Cell



239-272-7532



13



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 43



2911 7TH STREET SW

45



Apt. no State

46



44



LEHIGH ACRES

50



FL



Zip



47



33971



Resident state Resident city

49



48



FL



LEE

51 52



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



1

54



1

55



2210 code 2007 Fed tax 2007 State tax

64



63



X 925

65



Code 3 Code 4 Code 5



1

56



1



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount State/City selection

2



3 4



State deposit amount Account number

7



RTN

6



Type of account

8



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund. DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



Federal deposit amount State/City selection

15



16 17



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Income

F

1



OLGA MACIA

2



646-36-8923



ST



City



3



Description 7 7 Taxable scholarships not reported on W-2 Other income reported on line 7 (NOT W-2 wages)



2007



Taxpayer

4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 41 44 47



2008



2007



Spouse

5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 42 45 48 50 52



2008



8a Interest income (NO schedule B required) 8b Tax-exempt interest (NO schedule B required) 9 10 Dividend income (NO schedule B required) Taxable refunds: State taxes Local taxes 3 2-1 15a IRA distributions received (NO 1099 received) 15b Taxable portion of IRA distributions above 16a Pension distributions received (NO 1099 received) 16b Taxable portion of pensions above 19 Unemployment compensation received Portion of above unemployment repaid in 2008 20a Net Social Security received for 2008 Lump-sum benefits for earlier years - TOTAL received Lump-sum benefits for earlier years - TAXABLE portion Net railroad Social Security equivalent Tier 1 benefits received for 2008 21 Other income

40 43 46



11



Alimony received



NOL carryback Real estate tax recovery



49 51



SSA-1099 - Social Security Benefit Statement

TSJ SSA 2-2 5 Net benefits 6 Federal income tax withheld

1



F



2



ST



3 4 6



Medicare premiums deducted Designate Social Security Benefits as:



5 7



W-2G - Gambling Income

TS #1 #2 W2G 2-3 #3

1 2



F

3



Federal I.D. #

4



Payer Name

5



Street Address

7



City

8



ST

9



Zip



T

1 2 3



65-0941453

4



SEMINOLE TRIBE OF F

5



506 S 1ST STRET

7



IMMOKALEE

8



FL

9



34142 34142

9



T

1 2 3



65-0941453

4



SEMINOLE TRIBE OF F

5



506 S 1ST STRET

7



IMMOKALEE

8



FL FL

29 29 29



T

16



65-0941453

17 17 17



SEMINOLE TRIBE OF F

Type of wager

18



506 S 1ST STRET

Date won

19



IMMOKALEE

State I.D. #

28 28 28



34142



Gross winnings #1 #2 #3



Federal tax w/h



State

27 27 27



State tax w/h



1800

16



BINGO

18



02-02-2007

19



5001

16



BINGO

18



02-02-2007

19



1268



BINGO



02-10-2007

INC.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Income

F

1



OLGA MACIA

2



646-36-8923



ST



City



3



Description 7 7 Taxable scholarships not reported on W-2 Other income reported on line 7 (NOT W-2 wages)



2007



Taxpayer

4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 41 44 47



2008



2007



Spouse

5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 42 45 48 50 52



2008



8a Interest income (NO schedule B required) 8b Tax-exempt interest (NO schedule B required) 9 10 Dividend income (NO schedule B required) Taxable refunds: State taxes Local taxes 3 2-1 15a IRA distributions received (NO 1099 received) 15b Taxable portion of IRA distributions above 16a Pension distributions received (NO 1099 received) 16b Taxable portion of pensions above 19 Unemployment compensation received Portion of above unemployment repaid in 2008 20a Net Social Security received for 2008 Lump-sum benefits for earlier years - TOTAL received Lump-sum benefits for earlier years - TAXABLE portion Net railroad Social Security equivalent Tier 1 benefits received for 2008 21 Other income

40 43 46



11



Alimony received



NOL carryback Real estate tax recovery



49 51



SSA-1099 - Social Security Benefit Statement

TSJ SSA 2-2 5 Net benefits 6 Federal income tax withheld

1



F



2



ST



3 4 6



Medicare premiums deducted Designate Social Security Benefits as:



5 7



W-2G - Gambling Income

TS #1 #2 W2G 2-3 #3

1 2



F

3



Federal I.D. #

4



Payer Name

5



Street Address

7



City

8



ST

9



Zip



T

1 2 3



65-0941453

4



SEMINOLE TRIBE OF F

5



506 S 1ST STRET

7



IMMOKALEE

8



FL

9



34142 34142

9



T

1 2 3



65-0941453

4



SEMINOLE TRIBE OF F

5



506 S 1ST STRET

7



IMMOKALEE

8



FL FL

29 29 29



T

16



65-0941453

17 17 17



SEMINOLE TRIBE OF F

Type of wager

18



506 S 1ST STRET

Date won

19



IMMOKALEE

State I.D. #

28 28 28



34142



Gross winnings #1 #2 #3



Federal tax w/h



State

27 27 27



State tax w/h



7927

16



BINGO

18



03-09-2007

19



1800

16



BINGO

18



03-11-2007

19



1500



BINGO



03-17-2007

INC.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Income

F

1



OLGA MACIA

2



646-36-8923



ST



City



3



Description 7 7 Taxable scholarships not reported on W-2 Other income reported on line 7 (NOT W-2 wages)



2007



Taxpayer

4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 41 44 47



2008



2007



Spouse

5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 42 45 48 50 52



2008



8a Interest income (NO schedule B required) 8b Tax-exempt interest (NO schedule B required) 9 10 Dividend income (NO schedule B required) Taxable refunds: State taxes Local taxes 3 2-1 15a IRA distributions received (NO 1099 received) 15b Taxable portion of IRA distributions above 16a Pension distributions received (NO 1099 received) 16b Taxable portion of pensions above 19 Unemployment compensation received Portion of above unemployment repaid in 2008 20a Net Social Security received for 2008 Lump-sum benefits for earlier years - TOTAL received Lump-sum benefits for earlier years - TAXABLE portion Net railroad Social Security equivalent Tier 1 benefits received for 2008 21 Other income

40 43 46



11



Alimony received



NOL carryback Real estate tax recovery



49 51



SSA-1099 - Social Security Benefit Statement

TSJ SSA 2-2 5 Net benefits 6 Federal income tax withheld

1



F



2



ST



3 4 6



Medicare premiums deducted Designate Social Security Benefits as:



5 7



W-2G - Gambling Income

TS #1 #2 W2G 2-3 #3

1 2



F

3



Federal I.D. #

4



Payer Name

5



Street Address

7



City

8



ST

9



Zip



T

1 2 3



65-0941453

4



SEMINOLE TRIBE OF F

5



506 S 1ST STRET

7



IMMOKALEE

8



FL

9



34142 34142

9



T

1 2 3



65-0941453

4



SEMINOLE TRIBE OF F

5



506 S 1ST STRET

7



IMMOKALEE

8



FL FL

29 29 29



T

16



65-0941453

17 17 17



SEMINOLE TRIBE OF F

Type of wager

18



506 S 1ST STRET

Date won

19



IMMOKALEE

State I.D. #

28 28 28



34142



Gross winnings #1 #2 #3



Federal tax w/h



State

27 27 27



State tax w/h



1501

16



BINGO

18



03-17-2007

19



6750

16



BINGO

18



03-17-2007

19



1600



BINGO



03-17-2007

INC.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Income

F

1



OLGA MACIA

2



646-36-8923



ST



City



3



Description 7 7 Taxable scholarships not reported on W-2 Other income reported on line 7 (NOT W-2 wages)



2007



Taxpayer

4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 41 44 47



2008



2007



Spouse

5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 42 45 48 50 52



2008



8a Interest income (NO schedule B required) 8b Tax-exempt interest (NO schedule B required) 9 10 Dividend income (NO schedule B required) Taxable refunds: State taxes Local taxes 3 2-1 15a IRA distributions received (NO 1099 received) 15b Taxable portion of IRA distributions above 16a Pension distributions received (NO 1099 received) 16b Taxable portion of pensions above 19 Unemployment compensation received Portion of above unemployment repaid in 2008 20a Net Social Security received for 2008 Lump-sum benefits for earlier years - TOTAL received Lump-sum benefits for earlier years - TAXABLE portion Net railroad Social Security equivalent Tier 1 benefits received for 2008 21 Other income

40 43 46



11



Alimony received



NOL carryback Real estate tax recovery



49 51



SSA-1099 - Social Security Benefit Statement

TSJ SSA 2-2 5 Net benefits 6 Federal income tax withheld

1



F



2



ST



3 4 6



Medicare premiums deducted Designate Social Security Benefits as:



5 7



W-2G - Gambling Income

TS #1 #2 W2G 2-3 #3

1 2



F

3



Federal I.D. #

4



Payer Name

5



Street Address

7



City

8



ST

9



Zip



T

1 2 3



65-0941453

4



SEMINOLE TRIBE OF F

5



506 S 1ST STRET

7



IMMOKALEE

8



FL

9



34142 34142

9



T

1 2 3



65-0941453

4



SEMINOLE TRIBE OF F

5



506 S 1ST STRET

7



IMMOKALEE

8



FL FL

29 29 29



T

16



65-0941453

17 17 17



SEMINOLE TRIBE OF F

Type of wager

18



506 S 1ST STRET

Date won

19



IMMOKALEE

State I.D. #

28 28 28



34142



Gross winnings #1 #2 #3



Federal tax w/h



State

27 27 27



State tax w/h



1201

16



BINGO

18



03-17-2007

19



4801

16



BINGO

18



03-26-2007

19



1200



BINGO



03-31-2007

INC.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Income

F

1



OLGA MACIA

2



646-36-8923



ST



City



3



Description 7 7 Taxable scholarships not reported on W-2 Other income reported on line 7 (NOT W-2 wages)



2007



Taxpayer

4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 41 44 47



2008



2007



Spouse

5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 42 45 48 50 52



2008



8a Interest income (NO schedule B required) 8b Tax-exempt interest (NO schedule B required) 9 10 Dividend income (NO schedule B required) Taxable refunds: State taxes Local taxes 3 2-1 15a IRA distributions received (NO 1099 received) 15b Taxable portion of IRA distributions above 16a Pension distributions received (NO 1099 received) 16b Taxable portion of pensions above 19 Unemployment compensation received Portion of above unemployment repaid in 2008 20a Net Social Security received for 2008 Lump-sum benefits for earlier years - TOTAL received Lump-sum benefits for earlier years - TAXABLE portion Net railroad Social Security equivalent Tier 1 benefits received for 2008 21 Other income

40 43 46



11



Alimony received



NOL carryback Real estate tax recovery



49 51



SSA-1099 - Social Security Benefit Statement

TSJ SSA 2-2 5 Net benefits 6 Federal income tax withheld

1



F



2



ST



3 4 6



Medicare premiums deducted Designate Social Security Benefits as:



5 7



W-2G - Gambling Income

TS #1 #2 W2G 2-3 #3

1 2



F

3



Federal I.D. #

4



Payer Name

5



Street Address

7



City

8



ST

9



Zip



T

1 2 3



65-0941453

4



SEMINOLE TRIBE OF F

5



506 S 1ST STRET

7



IMMOKALEE

8



FL

9



34142 34142

9



T

1 2 3



65-0941453

4



SEMINOLE TRIBE OF F

5



506 S 1ST STRET

7



IMMOKALEE

8



FL FL

29 29 29



T

16



65-0941453

17 17 17



SEMINOLE TRIBE OF F

Type of wager

18



506 S 1ST STRET

Date won

19



IMMOKALEE

State I.D. #

28 28 28



34142



Gross winnings #1 #2 #3



Federal tax w/h



State

27 27 27



State tax w/h



1200

16



BINGO

18



04-01-2007

19



1600

16



BINGO

18



04-14-2007

19



1800



BINGO



04-15-2007

INC.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Income

F

1



OLGA MACIA

2



646-36-8923



ST



City



3



Description 7 7 Taxable scholarships not reported on W-2 Other income reported on line 7 (NOT W-2 wages)



2007



Taxpayer

4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 41 44 47



2008



2007



Spouse

5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 42 45 48 50 52



2008



8a Interest income (NO schedule B required) 8b Tax-exempt interest (NO schedule B required) 9 10 Dividend income (NO schedule B required) Taxable refunds: State taxes Local taxes 3 2-1 15a IRA distributions received (NO 1099 received) 15b Taxable portion of IRA distributions above 16a Pension distributions received (NO 1099 received) 16b Taxable portion of pensions above 19 Unemployment compensation received Portion of above unemployment repaid in 2008 20a Net Social Security received for 2008 Lump-sum benefits for earlier years - TOTAL received Lump-sum benefits for earlier years - TAXABLE portion Net railroad Social Security equivalent Tier 1 benefits received for 2008 21 Other income

40 43 46



11



Alimony received



NOL carryback Real estate tax recovery



49 51



SSA-1099 - Social Security Benefit Statement

TSJ SSA 2-2 5 Net benefits 6 Federal income tax withheld

1



F



2



ST



3 4 6



Medicare premiums deducted Designate Social Security Benefits as:



5 7



W-2G - Gambling Income

TS #1 #2 W2G 2-3 #3

1 2



F

3



Federal I.D. #

4



Payer Name

5



Street Address

7



City

8



ST

9



Zip



T

1 2 3



65-0941453

4



SEMINOLE TRIBE OF F

5



506 S 1ST STRET

7



IMMOKALEE

8



FL

9



34142 34142

9



T

1 2 3



65-0941453

4



SEMINOLE TRIBE OF F

5



506 S 1ST STRET

7



IMMOKALEE

8



FL FL

29 29 29



T

16



65-0941453

17 17 17



SEMINOLE TRIBE OF F

Type of wager

18



506 S 1ST STRET

Date won

19



IMMOKALEE

State I.D. #

28 28 28



34142



Gross winnings #1 #2 #3



Federal tax w/h



State

27 27 27



State tax w/h



2391

16



BINGO

18



05-12-2007

19



1508

16



BINGO

18



05-12-2007

19



5003



BINGO



07-25-2007

INC.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Income

F

1



OLGA MACIA

2



646-36-8923



ST



City



3



Description 7 7 Taxable scholarships not reported on W-2 Other income reported on line 7 (NOT W-2 wages)



2007



Taxpayer

4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 41 44 47



2008



2007



Spouse

5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 42 45 48 50 52



2008



8a Interest income (NO schedule B required) 8b Tax-exempt interest (NO schedule B required) 9 10 Dividend income (NO schedule B required) Taxable refunds: State taxes Local taxes 3 2-1 15a IRA distributions received (NO 1099 received) 15b Taxable portion of IRA distributions above 16a Pension distributions received (NO 1099 received) 16b Taxable portion of pensions above 19 Unemployment compensation received Portion of above unemployment repaid in 2008 20a Net Social Security received for 2008 Lump-sum benefits for earlier years - TOTAL received Lump-sum benefits for earlier years - TAXABLE portion Net railroad Social Security equivalent Tier 1 benefits received for 2008 21 Other income

40 43 46



11



Alimony received



NOL carryback Real estate tax recovery



49 51



SSA-1099 - Social Security Benefit Statement

TSJ SSA 2-2 5 Net benefits 6 Federal income tax withheld

1



F



2



ST



3 4 6



Medicare premiums deducted Designate Social Security Benefits as:



5 7



W-2G - Gambling Income

TS #1 #2 W2G 2-3 #3

1 2



F

3



Federal I.D. #

4



Payer Name

5



Street Address

7



City

8



ST

9



Zip



T

1 1 2 2 3 3



65-0941453

4 4



SEMINOLE TRIBE OF F

5 5



506 S 1ST STRET

7 7



IMMOKALEE

8 8



FL

9 9



34142



Gross winnings #1 #2 #3

16 17 17 17



Federal tax w/h

18



Type of wager

19



Date won



State

27 27 27 28 28 28



State I.D. #

29 29 29



State tax w/h



1434

16 16



BINGO

18 18



01-04-2007

19 19



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



INC.LD



2008 Form W-2 - Wage and Tax Statement

TS

1 2



OLGA MACIA

Wages, tips, etc. S.S. wages

16



646-36-8923 25834

18



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



2698

19



T

Employer's Federal I.D. Number

3



25834

20



1602

21



20-3293068



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



25834

22 24 26



375

23 25



Employer's name, address, city, state, ZIP code

4



L & M SANDWICHES INC

5



2136 CORPORATION BLVD

6 7 8 9



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



NAPLES

Employee's name/address (if different)

10 11



FL



34109-2053

Other

42 44 43 45 47



OLGA

12



MACIA

14 15 46



12d



2911 7TH STREET SW

13



LEHIGH ACRES

State

48 55 62 69 76 49 56 63 70



FL

State I.D. #

50



33971

State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



25834

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2 3



F



Wages, tips, etc. S.S. wages Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee

8 9 39



16 18 20 22 24 26



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17 19 21 23 25



Employer's Federal I.D. Number



Employer's name, address, city, state, ZIP code

4 5 6 7



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



W2 2-6 Employee's name/address (if different)

10 12 13 14 15 11



Other

42 44 46 43 45 47



12d



State

48 55 62 69 76 49 56 63 70



State I.D. #

50 57 64 71



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch B - Interest Income

TSJ

1



OLGA MACIA

4



646-36-8923



F



2 6



ST



3



City



2007 income

13



Tax exempt 8 interest Note



Interest 1 Income 14 PAB 9 interest



Name of 5 payer 7 Early withdrawal 8 U.S. gov't 9 Federal tax 10 Investment 2 penalty 3 interest 4 withheld 5 expenses 15 Nominee 16 Accrual 24 Res St municipal int 26 Other St municipal int 28 Other tax-exempt int interest interest included in Box 8 included in Box 8 included in Box 8



TSJ



1



T



F



2 6



ST 1

14



3



City



4 7



Name of 5 payer SUNCOAST SCHOOLS FCU

8 9 10



68

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



INT 2-8



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16



3

24



4

26



5

28 BINTS.LD



13



14



8



9



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch A - Itemized Deductions

TSJ

1



OLGA MACIA

Force itemized

5



646-36-8923

Force standard

6 7 8



T



F



2



ST



3



City



4



Medical and Dental



1 Health insurance premiums Long term care premiums Number of medical miles before July 1 Number of medical miles after June 30 Other medical and dental expenses Total miles for 2007



9 10 11 12 13 14 15 16



Taxes



5 Income taxes General sales tax 6 Real estate Taxes that qualify for State Property Tax Credit 7 Personal property 8 Other

17 19



18 20 21



Interest You Paid



10 Home mortgage interest and points reported on Form 1098 11 No 1098 Name Address

22 24



13097

SSN/EIN

23 25 26 27 28 29



A 3-1



Portion of lines 10 and 11 that is home equity interest 12 Points not reported on Form 1098 13 Qualified mortgage insurance premiums 14 Investment interest Gifts to Charity 16 Total gifts by cash or check Portion of line 16 for disaster relief 30% limitation Charitable miles Midwestern disaster relief miles before July 1 Midwestern disaster relief miles after June 30 17 Other than by cash or check Job Expenses and Most Other Misc Deductions 22 Tax preparation fees 23 Other expenses:

50 52 54 47 30 31 32 33 34 35 36 41 43 45



18 Carryover from prior year subject to: 50% limitation 30% limitation 30% limitation capital gain property 20% limitation

37 38 39 40



21 Unreimbursed employee expenses:



42 44 46 48 49 51 53 55 57



Other Misc Deductions



28 Other not subject to 2% limit:



56



GAMBLING LOSSES

58



51285

59 A.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



OLGA MACIA



646-36-8923



SCHEDULE A, LINE 28 - OTHER MISC DED. NOT SUBJECT TO 2% LIMI

2007 Amount

3



Description

2



2008 Amount



SEMINOLE CASINO GAMBLING LOSSES

4



46995

5



FLORIDA LOTTERY LOSSES

6



12000

7



ADJUSTMENT TO LIMIT TO WINNINGS

8 10 12 14 16 18 20 22 24



-7710

9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

ODALISCA & CRAIG MARZULLO



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



ODALISCA MARZULLO CRAIG MARZULLO



772-05-5430



Spouse

22 23 25



2 772-05-5430 ODALISCA MARZULLO 11-16-1976

Phone number DOD

8



SSN Mid init Suffix

4



074-74-1580 CRAIG MARZULLO 01-09-1977

Phone number DOD

28



F

6



First name Last name Date of birth Occupation



Mid init Suffix



24 26



27 29



SALES

Extension

11 10 12 14



HOUSESPOUSE

Extension

31 33 30 32 34



Daytime Evening 1 1-1 Cell



239-340-8751 239-331-4561



Daytime Evening Cell



13



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 43



3245 RANDALL BOULEVARD

45



Apt. no State

46



44



NAPLES

50



FL



Zip



47



34120



Resident state Resident city

49



48



FL



COLLIER

51 52



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



1

54



1

55



2210 code 2007 Fed tax 2007 State tax

64



63



Code 3 Code 4 Code 5



1

56



972

65



1



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount



3 4



Y



State/City selection



2



State deposit amount Account number

7



RTN

6



Type of account

8



SUNCOAST SCHOOLS FCU

DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



263182817 4187938509

Federal deposit amount State/City selection

15



X

16 17



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund.



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Dependent Information

Dependent First name

1 2



ODALISCA MARZULLO CRAIG MARZULLO

Last name (if different) Suffix

3 8 4



772-05-5430

SSN

5



Relationship



Months in home

6 7



Date of Birth



TEVIN

Qualifying child care expenses incurred and paid in 2008 Portion of qualifying expenses provided by your employer Hope Credit qualified expenses paid Lifetime Learning Credit qualified expenses paid Tuition and fees deduction

16



589-93-2057 SON

1305



12



04-15-2000



9 10 11 12



TSJ State State codes Yes

17 19



13 14 15



Not eligible for EIC



No

18 20



Yes 13a Could another person qualify to claim this child?

23 24 21



No Don't know

22



10 Is child unmarried OR married and can be claimed as the taxpayer's dependent? 11 Did the child live with the taxpayer in the U.S. for over half of the year?



13b Child's relationship to the other person 13c



If the tiebreaker rules apply, would the child be treated as the taxpayer's qualifying child?

34 35 36 37



25



26



27 28 29 30



Over 18 and a student Over 18 and disabled Not eligible for Child Tax Credit Not US Citizen or resident alien



31



X 32

33



Child lived with you Child did NOT live with you due to divorce or separation Other dependent



Not a dependent Not a dependent - HOH qualifier Qualifies for Form 8901 Attended eligible Midwestern disaster area educational institution Months Relationship in home

5 6 7



2 1-3

1



Dependent First name



Last name (if different)

2



Suffix

3 8 9 10 11 12 4



SSN



Date of Birth



DEREK A

Qualifying child care expenses incurred and paid in 2008 Portion of qualifying expenses provided by your employer Hope Credit qualified expenses paid Lifetime Learning Credit qualified expenses paid Tuition and fees deduction

16



772-26-5814



SON



12



01-02-2004



TSJ State State codes Yes

17 19



13 14 15



Not eligible for EIC



No

18 20



Yes 13a Could another person qualify to claim this child?

23 24 21



No Don't know

22



10 Is child unmarried OR married and can be claimed as the taxpayer's dependent? 11 Did the child live with the taxpayer in the U.S. for over half of the year?



13b Child's relationship to the other person 13c



If the tiebreaker rules apply, would the child be treated as the taxpayer's qualifying child?

34 35 36 37



25



26



27 28 29 30



Over 18 and a student Over 18 and disabled Not eligible for Child Tax Credit Not US Citizen or resident alien



31 32 33



X



Child lived with you Child did NOT live with you due to divorce or separation Other dependent



Not a dependent Not a dependent - HOH qualifier Qualifies for Form 8901 Attended eligible Midwestern disaster area educational institution

DEP.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form 2441 - Child & Dep Care Expenses

F

1



ODALISCA MARZULLO CRAIG MARZULLO



772-05-5430



ST



2



Provider's information SSN/EIN Name Address City SSN/EIN Name Address City SSN/EIN Name Address City SSN/EIN 2441 1-4 Address City SSN/EIN Name Address City SSN/EIN Name Address City Name

3 5 6 7 4



593712845 PATS KID CLUBS 7800 IMMOKALEE ROAD NAPLES



X



EIN

10



Amount



2007 Amount



State Information: Phone

8 14 9 11



720

Misc

12



FL 34119 X

EIN

20



13 15 16 17 23 25 26 27 33 35 36 37 43 45 46 47 53 55 56 57



650918561 SPORTSCAMP INC 4911 20TH PLACE SW NAPLES



Amount



2007 Amount



585

State Information: Phone

18 24 19 21



Misc

22



FL 34116

EIN

30



Amount



2007 Amount



State Information: Phone

28 34 29 31



Misc

32



EIN

40



Amount



2007 Amount



State Information: Phone

38 44 39 41



Misc

42



EIN

50



Amount



2007 Amount



State Information: Phone

48 54 49 51



Misc

52



EIN

60



Amount



2007 Amount



State Information: Phone

58 59 61



Misc

62



* Carryover amount of 2007 paid in 2008 (Create STM 47 to explain computation) - Include name, SSN, and amount only for carryover 9 *Name of qualifying person *SSN of qualifying person *Amount 14 15 16 18

63 64 65 66 68 70 72 74 76



Taxpayer

67 69 71 73 75 77



Spouse



Employer-provided dependent care benefits received in 2008 Amount carried over from 2007 and used in 2008 during the grace period Amount forfeited, if any Amount of qualifying expenses incurred in 2008 Earned income for 2441 purposes ONLY



4, 5, 20, 21 23



Amount of line 14 that is from your sole proprietorship or partnership



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2441.LD



2008 EIC Due Diligence - Qualifying Child



ODALISCA MARZULLO CRAIG MARZULLO



772-05-5430



Age - Qualifying Child (complete only if qualifying child is over age 18) For children over age 18 who are students or permanently and totally disabled, the following information and documentation should be available: 1 Children who are students a What school does the child attend? Child 1 Child 2 b Can you provide documentation showing that the child was a full-time student for at least 5 months? The school records need to show the dates of attendance. The months do not have to be consecutive 2 Children with a permanent and total disability a What type of disability does the child have? Child 1 Child 2 b Does the child receive SSI or other disability payments? c Do you have a letter from the child's doctor, other healthcare provider, or any social service program or agency verifying that the child is permanently and totally disabled? Relationship - Qualifying Child (complete only if relationship is other than son or daughter) For relationships with children other than son or daughter, the following additional documentation should be available: 1 EIC1 1-6 2 If the biological parent is NOT living with the child, where is the parent? Mother Father Adopted children: a Is the adoption final or pending? b If the adoption is pending, do you have a letter from an authorized adoption agency? 3 Foster children: a Do you have a letter from the authorized placement agency or applicable court document? 4 Brother, sister, niece, nephew, grandchild, great-grandchild: a Can you provide a birth certificate that verifies your relationship to the child? 5 Stepchildren or descendent of them, step-grandchildren, step-great-grandchildren: a Can you provide a birth certificate & marriage certificate verifying the relationship to the child? Residency - Qualifying Child Can you provide any of the following documentation to prove that your child lived with you for more than half of the year? More than one type of documentation may be required by the IRS. Child 1

25 26 27 29 30 23 24 21 22 19 20 13 14



Child 1

1 2 3 4 6 7 8 9 11



Child 2

37 Not a student



Not a student



5 38 Not a student



Not a student



10 12



Child 1

15 17



Child 2

16 18



Child 2 School records Medical records Daycare records Social service records Letter* Daycare 28 provider

31 32 33 35 36



School records Medical records Daycare records Social service records Letter* Daycare 34 provider



*The letter must be on official letterhead from one of the following: school, medical provider, social service agency, place of worship, or other acceptable entity. The letter must include the name of the child, name of the child's parent or guardian, child's address, and dates during the year child lived with taxpayer.

Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 EIC1.LD



2008 EIC Due Diligence - Income

Income



ODALISCA MARZULLO CRAIG MARZULLO



772-05-5430



Does the income appear to be sufficient to support the taxpayer and qualifying children? If no, some additional inquiries might be needed Taxpayers with self-employment income:

3 1



Yes



2



No



Not applicable Were satisfactory records of income and expense provided? a If yes, in what form were these records provided?

6 4



1



Yes



5



No



EIC2 1-7 b If no, how did you determine: The amount of income? The amount of expense? 2 Form 1099-MISC: a b 3 4 5 6 Do you have any Forms 1099-MISC to support the income? If not, is it reasonable that the business type would not receive Form 1099-MISC?

9 11 13 15 17 7 8



Yes Yes Yes Yes Yes



10 12 14 16 18



No No No No No



Are the expenses consistent with the type of business? Are the amounts of expense reasonable? Are any expenses that are typical for this type of business missing? List any other documentation you can provide to substantiate self-employment income

19



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



EIC2.LD



2008 EIC Due Diligence - Head of Household

Filing Status - Head of Household



ODALISCA MARZULLO CRAIG MARZULLO



772-05-5430



The IRS could require additional information/documentation if you are divorced, legally separated, or married and did not reside with your spouse the last 6 months of the year to determine if you qualify for the head of household filing status. 1 Marital status:

1 2 3 4



Never married Divorced or separated Married but lived apart from spouse during the last 6 months of the year Separation agreement



2



If you are divorced or legally separated, can you provide the IRS with any of the following documents?

5 6



Divorce decree Separate maintenance agreement or separation agreement



3 EIC3 1-8



If you are married but did not reside with your spouse for the last 6 months of the tax year, can you provide the IRS with any of the supporting documents verifying that your spouse did not live with you?

7 8 9 10 11 12



Not applicable Lease agreement Utility bills Letter for a clergy member Letter from a social services Other supporting documentation If so, what type of documentation?

13



4



Can you provide the IRS with receipts and bills substantiating the cost of maintaining more than half of the cost of the home? Documentation that the IRS requires to substantiate the cost of maintaining the home includes:

14 15 16



Utility bills Property tax bills Grocery receipts



17 18 19



Rent receipts or mortgage interest statement Maintenance and repair bills Other household bills



5



Did you receive any non-taxable support/income?

20 21 22



Family support Food stamps Housing assistance



23 24



Childcare assistance Other

25



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



EIC3.LD



2008 EIC Due Diligence - Notes

Date of interview

1



ODALISCA MARZULLO CRAIG MARZULLO



772-05-5430



Use the notes fields below to document any additional inquiries made by the tax return preparer to help determine if the information furnished by the taxpayer is complete and correct. Name of taxpayer interviewed

2



Taxpayer interviewed by

3



Note:



4



EIC4 1-9



Note:



5



Note:



6



Note:



7



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



EIC4.LD



2008 Form W-2 - Wage and Tax Statement

TS

1 2



ODALISCA MARZULLO CRAIG MARZULLO

Wages, tips, etc. S.S. wages

16



772-05-5430 22122

Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41 17



F



1226

19



18



T

Employer's Federal I.D. Number

3



22122

20



1372

21



65-0624441



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



22122

22 24 26



321

23 25



Employer's name, address, city, state, ZIP code

4



FIRST FINANCIAL EMPLOYEE LEASING

5



3745 TAMIAMI TRAIL

6 7 8 9



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



Port Charlotte

Employee's name/address (if different)

10 11



FL



33952

Other

42 44 43 45 47



ODALISCA F

12



MARZULLO

14 15 46



12d



3245 RANDALL BOULEVARD

13



Naples

State

48 55 62 69 76 49 56 63 70



FL

State I.D. #

50



34120

State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



22122

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2 3



F



Wages, tips, etc. S.S. wages Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee

8 9 39



16 18 20 22 24 26



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17 19 21 23 25



Employer's Federal I.D. Number



Employer's name, address, city, state, ZIP code

4 5 6 7



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



W2 2-6 Employee's name/address (if different)

10 12 13 14 15 11



Other

42 44 46 43 45 47



12d



State

48 55 62 69 76 49 56 63 70



State I.D. #

50 57 64 71



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch A - Itemized Deductions

TSJ

1



ODALISCA MARZULLO CRAIG MARZULLO

Force itemized

5



772-05-5430

Force standard

6 7 8



J



F



2



ST



3



City



4



Medical and Dental



1 Health insurance premiums Long term care premiums Number of medical miles before July 1 Number of medical miles after June 30 Other medical and dental expenses Total miles for 2007



9 10 11 12 13 14 15 16



Taxes



5 Income taxes General sales tax 6 Real estate Taxes that qualify for State Property Tax Credit 7 Personal property 8 Other

17 19



18 20 21



Interest You Paid



10 Home mortgage interest and points reported on Form 1098 11 No 1098 Name Address

22 24



13253

SSN/EIN

23 25 26 27 28 29



A 3-1



Portion of lines 10 and 11 that is home equity interest 12 Points not reported on Form 1098 13 Qualified mortgage insurance premiums 14 Investment interest Gifts to Charity 16 Total gifts by cash or check Portion of line 16 for disaster relief 30% limitation Charitable miles Midwestern disaster relief miles before July 1 Midwestern disaster relief miles after June 30 17 Other than by cash or check Job Expenses and Most Other Misc Deductions 22 Tax preparation fees 23 Other expenses:

50 52 54 47 30 31 32 33 34 35 36 41 43 45



18 Carryover from prior year subject to: 50% limitation 30% limitation 30% limitation capital gain property 20% limitation

37 38 39 40



21 Unreimbursed employee expenses:



42 44 46 48 49



115

51 53 55 57 59 A.LD



Other Misc Deductions



28 Other not subject to 2% limit:



56 58



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch C

TSJ

1



T



F



2 6



ST



3



City



4



ODALISCA MARZULLO CRAIG MARZULLO 5

PAN B Bus. Code D Empl. ID No.



772-05-5430

7



A Profession/product C Business name E Street address City, State, ZIP



SALES

8 10 11 14 12 13 16 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36



238340

9



F Accounting method if not cash: G H

17 18 19



Accrual



15



Other:



Did NOT materially participate in 2008 You started or acquired this business during 2008 You disposed of this business during 2008



Suppress Schedule C-EZ Statutory employee OR qualified joint venture Special tax treatment code 33 C o s t Inventory valuation method (if not Cost):

49 50



P a r t



I n c o m I e



1 Gross receipts or sales 2 Returns and allowances 6 Other income 8 Advertising 9 Car and truck expenses 10 Commissions and fees 11 Contract labor 12 Depletion 13 Depreciation 14 Employee benefits



10025



Lower of cost or market Other

51 52 53 54 55 56 57 59 61 63 65 67 69 71 73 89



P o a f r t G o I o I d I s



34 35 36 37



Change in method Beginning inventory Purchases - personal Cost of labor Materials and supplies Other costs Ending inventory



Yes



S o 38 l d 39 41

58



C 4-1 P a r t I I 15 Insurance E x 16 Interest - mortgage p e Interest - other n s e 17 Legal & professional services s 18 Office expense 19 Pensions/profit sharing 20 Rent - vehicle, machinery Rent - other 21 Repairs/maintenance 22 Supplies 23 Taxes and licenses 24 Travel Meals and entertainment 25 Utilities 26 Wages 32b

75 48



CELL PHONE

O t h 62 e P r 64 a r E t x 66 p V e 68 n s e 70 s

72 60



860



35

37 38 39 40 41 42 43 44 45 46 47



Family Health Coverage Regular tax Prior unallowed passive loss Prior unallowed passive 4797, Part 1 Prior unallowed passive 4797, Part 2 Depreciation adjustment (AMT)

90 91 92



Alternative minimum tax

93 94 95 96



Some investment is NOT at risk



P a r t



V e h 43 i c 44a l e



Force the mileage rate Date placed in service Business miles before July 1 Business miles after June 30

76



Total miles for 2007



77 78 79 80



45 46



Available when off duty Another vehicle available



Yes Yes Yes Yes



81 83 85 87



No 82 No No No

84 86 88 C.LD



I V I n f o



44b Commuting miles 44c Other miles



47a You have evidence 47b It is written



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch C

TSJ

1



S



F



2 6



ST



3



City



4



ODALISCA MARZULLO CRAIG MARZULLO 5

PAN B Bus. Code D Empl. ID No.



772-05-5430

7



A Profession/product C Business name E Street address City, State, ZIP



BARBER

8 10 11 14 12 13 16 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40



812111

9



F Accounting method if not cash: G H

17 18 19



Accrual



15



Other:



Did NOT materially participate in 2008 You started or acquired this business during 2008 You disposed of this business during 2008



Suppress Schedule C-EZ Statutory employee OR qualified joint venture Special tax treatment code 33 C o s t Inventory valuation method (if not Cost):

49 50



I n c o m I e



P a r t



1 Gross receipts or sales 2 Returns and allowances 6 Other income 8 Advertising 9 Car and truck expenses 10 Commissions and fees 11 Contract labor 12 Depletion 13 Depreciation 14 Employee benefits



5000



Lower of cost or market Other

51 52 53 54 55 56 57 59 61 63 65 67 69 71 73 89



P o a f r t G o I o I d I s



34 35 36 37



Change in method Beginning inventory Purchases - personal Cost of labor Materials and supplies Other costs Ending inventory



Yes



S o 38 l d 39 41

58



C 4-1 P a r t I I 15 Insurance E x 16 Interest - mortgage p e Interest - other n s e 17 Legal & professional services s 18 Office expense 19 Pensions/profit sharing 20 Rent - vehicle, machinery Rent - other 21 Repairs/maintenance 22 Supplies 23 Taxes and licenses 24 Travel Meals and entertainment 25 Utilities 26 Wages 32b

75 48



O t h 62 e P r 64 a r E t x 66 p V e 68 n s e 70 s

72



60



1440

41



350

42 43 44 45 46 47



Family Health Coverage Regular tax Prior unallowed passive loss Prior unallowed passive 4797, Part 1 Prior unallowed passive 4797, Part 2 Depreciation adjustment (AMT)

90 91 92



Alternative minimum tax

93 94 95 96



Some investment is NOT at risk



P a r t



V e h 43 i c 44a l e



Force the mileage rate Date placed in service Business miles before July 1 Business miles after June 30

76



Total miles for 2007



77 78 79 80



45 46



Available when off duty Another vehicle available



Yes Yes Yes Yes



81 83 85 87



No 82 No No No

84 86 88 C.LD



I V I n f o



44b Commuting miles 44c Other miles



47a You have evidence 47b It is written



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Auto Expense Worksheet for Sch C

For

1



ODALISCA MARZULLO CRAIG MARZULLO



772-05-5430



1



MFC 2

3 4



Description Date placed in service



01-01-2007



Yes

5 6



No



You/your spouse have another vehicle available for personal use Your vehicle was available for use during off-duty hours You have evidence to support your deduction If yes, the evidence is written Current Year Mileage Business Before July 1 After June 30 AUTO 17 4-2 Expenses Garage rent Gas Insurance Licenses Oil Parking fees Rental fees Interest Property Tax Prior Year(s) Mileage Business Total

40 41 18 19



X

7 8



X

9 10



X

11 12



X

Total miles for 2007

13 14 15 16



Commuting



11700



Other



27300



Force mileage



Repairs Tires Tolls Other expenses

30 33 36



27 28 29



7800

20 21 22 23 24 25 26



Apply business use %

31 34 37 39 32



X

35 38



Force expenses



X



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



AUTO.LD



2008 Auto Expense Worksheet for Sch C

For

1



ODALISCA MARZULLO CRAIG MARZULLO



772-05-5430



2



MFC 2

3 4



Description Date placed in service



11-07-2007



Yes

5 6



No



You/your spouse have another vehicle available for personal use Your vehicle was available for use during off-duty hours You have evidence to support your deduction If yes, the evidence is written Current Year Mileage Business Before July 1 After June 30 AUTO 17 4-2 Expenses Garage rent Gas Insurance Licenses Oil Parking fees Rental fees Interest Property Tax Prior Year(s) Mileage Business Total

40 41 18 19



X

7 8



X

9 10



X

11 12



X

Total miles for 2007

13 14 15 16



Commuting



Other



Force mileage



Repairs Tires Tolls Other expenses

30 33 36



27 28 29



800

20 21 22 23 24 25 26



Apply business use %

31 34 37 39 32 35 38



Force expenses



X



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



AUTO.LD



2008 Form 8867 - EIC Checklist

Questions Required to be Completed by the Preparer Part I - All Taxpayers 5a 7 Were you a nonresident alien for any part of the year?



ODALISCA MARZULLO CRAIG MARZULLO



772-05-5430



Yes

1 3 2 4



No



Could you, or your spouse if filing jointly, be a qualifying child of another person for the year?



Part II - Taxpayers With a Child Form 8867, Part II questions must be answered for each dependent on screen 2, Dependents. Part III - Taxpayers Without a Qualifying Child 8867 1-5 16 18 Was your main home, and the main home of your spouse if filing jointly, in the U.S. for more than half the year? Are you, or your spouse if filing jointly, eligible to be claimed as a dependent on anyone else's federal income tax return for the year? Yes

5 7 6 8



No



Part IV - Due Diligence Requirements 20 22 23 Did you complete Form 8867 based on information provided by the taxpayer or reasonably obtained by you? Did you comply with the knowledge requirements? Did you keep: (1) Form 8867; (2) the EIC worksheet; and (3) a record of how, when, and from whom the information used to prepare the form and worksheet(s) were obtained?



Yes

9 11 13



No

10 12 14



EIC Calculation Overrides Additional EIC Information EIC Blocker - Enter NO if they do not qualify for EIC 6 Investment Income

16 15



Important Note regarding Combat Pay and EIC To override the amount of combay pay from the W-2 included in the EIC calculation, go to the 8812 screen and enter the desired amount in the 'Combat Pay (Applicable to Additional Child Tax Credit and EIC)' field, and check the 'Include Combat Pay in EIC Calculation' box.

Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 8867.LD



2008 Detail Worksheet

Title

1



ODALISCA MARZULLO CRAIG MARZULLO



772-05-5430



Schedule A, Line 10 - Home mtg interest and points on Form 1

2007 Amount

3



Description

2



2008 Amount



CHASE HOME MORTGAGE 0023670946

4



10007

5



CHASE HOME MORTGAGE 0023670953

6 8 10 12 14 16 18 20 22 24



3246

7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



ODALISCA MARZULLO CRAIG MARZULLO



772-05-5430



Schedule C, Line 20 - Rent - Other

2007 Amount

3



Description

2



2008 Amount



CHAIR RENTAL $180/WK X 8 WEEKS

4 6 8 10 12 14 16 18 20 22 24



1440

5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



ODALISCA MARZULLO CRAIG MARZULLO



772-05-5430



Schedule A, Line 22 - Tax preparation fees

2007 Amount

3



Description

2



2008 Amount



TOTAL FEE

4



150

5



LESS AMOUNT ON SCHEDULE C

6 8 10 12 14 16 18 20 22 24



-35

7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

ANTHONY PELLE



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



ANTHONY PELLE



594-12-4998



Spouse

22 23 25 27 29



1 594-12-4998 ANTHONY PELLE 12-17-1980

Phone number DOD

8



SSN Mid init Suffix

4



C

6



First name Last name Date of birth Occupation



Mid init Suffix DOD

28



24 26



LANDSCAPER

Extension

11 13 10 12 14 16



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Daytime Evening 1 1-1 Cell



Best time 15 Print on to call return E-mail/ 17 CAPE-SCAPES@HOTMAIL.COM Text 18 19 20 Dependent Presidential Blind of Another Campaign Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 43 42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



3413 SE 15TH AVENUE

45



Apt. no State

46



44



CAPE CORAL

50



FL



Zip



47



33904-4211



Resident state

49



48



FL



LEE

51 52



Resident city



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



1

54 55 56



2210 code 2007 Fed tax 2007 State tax

64 65



63



Code 3 Code 4 Code 5



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount State/City selection

2



3 4



State deposit amount Account number

7



RTN

6



Type of account

8



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund. DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



Federal deposit amount State/City selection

15



16 17



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



FOR TAX YEAR 2008

TONI PELLE



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



TONI PELLE



266-15-9001



Spouse

22 23 25 27 29



1 266-15-9001 TONI PELLE

DOD

8



SSN Mid init Suffix

4



F

6



First name Last name Date of birth Occupation



Mid init Suffix DOD

28



24 26



Phone number Daytime Evening 1 1-1 Cell

10 12 14



Extension

11 13



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 43



3413 SE 15TH AVENUE

45



Apt. no State

46



44



CAPE CORAL

50



FL



Zip



47



33904



Resident state Resident city

49



48



FL



LEE

51 52



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



1

54 55 56



2210 code 2007 Fed tax 2007 State tax

64



63



Code 3 Code 4 Code 5



12068

65



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount State/City selection

2



3 4



State deposit amount Account number

7



RTN

6



Type of account

8



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund. DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



Federal deposit amount State/City selection

15



16 17



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Form W-2 - Wage and Tax Statement

TS

1 2



TONI PELLE

Wages, tips, etc. S.S. wages

16



266-15-9001 73531

18



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



13005

19



T

Employer's Federal I.D. Number

3



73531

20



4559

21



20-5439797



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



73531

22 24 26



1066

23 25



Employer's name, address, city, state, ZIP code

4



GARTN B

5 6



CCAFFREY DDS PA



8899 TIMBERWILDE DRIVE SUITE 1

7 8 9



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



BONITA SPRINGS

Employee's name/address (if different)

10 11



FL



34135

Other

42 44 43 45 47



TONI F

12



PELLE

14 15 46



12d



3413 SE 15TH AVENUE

13



CAPE CORAL

State

48 55 62 69 76 49 56 63 70



FL

State I.D. #

50



33904

State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



73531

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2 3



F



Wages, tips, etc. S.S. wages Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee

8 9 39



16 18 20 22 24 26



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17 19 21 23 25



Employer's Federal I.D. Number



Employer's name, address, city, state, ZIP code

4 5 6 7



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



W2 2-6 Employee's name/address (if different)

10 12 13 14 15 11



Other

42 44 46 43 45 47



12d



State

48 55 62 69 76 49 56 63 70



State I.D. #

50 57 64 71



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch B - Interest Income

TSJ

1



TONI PELLE

4



266-15-9001



F



2 6



ST



3



City



2007 income

13



Tax exempt 8 interest Note



Interest 1 Income 14 PAB 9 interest



Name of 5 payer 7 Early withdrawal 8 U.S. gov't 9 Federal tax 10 Investment 2 penalty 3 interest 4 withheld 5 expenses 15 Nominee 16 Accrual 24 Res St municipal int 26 Other St municipal int 28 Other tax-exempt int interest interest included in Box 8 included in Box 8 included in Box 8



TSJ



1



F



2 6



ST 1

14



3



City



4 7



Name of 5 payer FIFTH THIRD BANK

8 9 10



24

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9 F

2 6



ST 1

14



3



City



Name of 5 payer SUNCOAST SCHOOLS FCU

8 9 10



17

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



INT 2-8



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16



3

24



4

26



5

28 BINTS.LD



13



14



8



9



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch A - Itemized Deductions

TSJ

1



TONI PELLE

Force itemized

5



266-15-9001

Force standard

6 7 8



F



2



ST



3



City



4



Medical and Dental



1 Health insurance premiums Long term care premiums Number of medical miles before July 1 Number of medical miles after June 30 Other medical and dental expenses Total miles for 2007



9 10 11 12 13 14



Taxes



5 Income taxes General sales tax 6 Real estate Taxes that qualify for State Property Tax Credit 7 Personal property 8 Other

17 19



983

15 16 18 20 21



Interest You Paid



10 Home mortgage interest and points reported on Form 1098 11 No 1098 Name Address

22 24



5979

SSN/EIN

23 25 26 27 28 29



A 3-1



Portion of lines 10 and 11 that is home equity interest 12 Points not reported on Form 1098 13 Qualified mortgage insurance premiums 14 Investment interest Gifts to Charity 16 Total gifts by cash or check Portion of line 16 for disaster relief 30% limitation Charitable miles Midwestern disaster relief miles before July 1 Midwestern disaster relief miles after June 30 17 Other than by cash or check Job Expenses and Most Other Misc Deductions 22 Tax preparation fees 23 Other expenses:

50 52 54 47 30 31 32 33 34 35 36 41 43 45



18 Carryover from prior year subject to: 50% limitation 30% limitation 30% limitation capital gain property 20% limitation

37 38 39 40



21 Unreimbursed employee expenses:



42 44 46 48 49 51 53 55 57 59 A.LD



Other Misc Deductions



28 Other not subject to 2% limit:



56 58



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

BRENDA SALKOW



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



BRENDA SALKOW



251-80-3928



Spouse

22 23 25 27 29



1 251-80-3928 BRENDA SALKOW 01-17-1950

Phone number DOD

8



SSN Mid init Suffix

4



S

6



First name Last name Date of birth Occupation



Mid init Suffix DOD

28



24 26



BEAUTICIAN

Extension

11 13 10 12 14



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Daytime Evening 1 1-1 Cell



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 43



5152 INAGUA WAY

45



Apt. no State

46



44



NAPLES

50



FL



Zip



47



34119



Resident state Resident city

49



48



FL



COLLIER

51 52



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



1

54 55 56



2210 code 2007 Fed tax 2007 State tax

64



63



Code 3 Code 4 Code 5



1055

65



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount



3 4



Y



State/City selection



2



State deposit amount Account number

7



RTN

6



Type of account

8



WACHOVIA

DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



067006432 1010152492267

Federal deposit amount State/City selection

15



X

16 17



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund.



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Sch B - Interest Income

TSJ

1



BRENDA SALKOW

4



251-80-3928



F



2 6



ST



3



City



2007 income

13



Tax exempt 8 interest Note



Interest 1 Income 14 PAB 9 interest



Name of 5 payer 7 Early withdrawal 8 U.S. gov't 9 Federal tax 10 Investment 2 penalty 3 interest 4 withheld 5 expenses 15 Nominee 16 Accrual 24 Res St municipal int 26 Other St municipal int 28 Other tax-exempt int interest interest included in Box 8 included in Box 8 included in Box 8



TSJ



1



T



F



2 6



ST 1

14



3



City



4 7



Name of 5 payer WACHOVIA

8 9 10



12157

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9 F

2 6



ST 1

14



3



City



Name of 5 payer FIRST CLEARING LLC

8 9 10



4044

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



INT 2-8



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16



3

24



4

26



5

28 BINTS.LD



13



14



8



9



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch B - Dividend Income

TSJ

1



BRENDA SALKOW

4



251-80-3928



F



2 6



ST



3



City



Name of 5 payer



9 12 Total capital 15 Sec 1250 gain Ordinary Qualified 2007 qualified: 1a dividends 1b dividends 2a gain distribution 2b 25% rate 16 Sec 1202 gain 17 Collectibles 18 Federal income 19 Investment 27 28 30 US government 2c 14% rate 2d 28% gain 4 tax withheld 5 expenses % Nominee dividend Not taxable on ST dividends



2007 dividends:



TSJ



1



T



F



2 6



ST 1a

17



3



City



4



Name of 5 payer METLIFE POLICYHOLD TRUST

9 12 15



37

16



37

18 19 4



1b

27



2a

28



2b

30



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



DIV 2-9



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 27



2a

28



2b

30 BDIVS.LD



16



17



2c



2d



4



5



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch A - Itemized Deductions

TSJ

1



BRENDA SALKOW

Force itemized

5



251-80-3928

Force standard

6 7 8



F



2



ST



3



City



4



Medical and Dental



1 Health insurance premiums Long term care premiums Number of medical miles before July 1 Number of medical miles after June 30 Other medical and dental expenses Total miles for 2007



9 10 11



6141

12 13 14



Taxes



5 Income taxes General sales tax 6 Real estate Taxes that qualify for State Property Tax Credit 7 Personal property 8 Other

17 19



3180

15 16



130

18 20 21



Interest You Paid



10 Home mortgage interest and points reported on Form 1098 11 No 1098 Name Address

22 24



1

SSN/EIN

23 25 26 27 28 29



A 3-1



Portion of lines 10 and 11 that is home equity interest 12 Points not reported on Form 1098 13 Qualified mortgage insurance premiums 14 Investment interest Gifts to Charity 16 Total gifts by cash or check Portion of line 16 for disaster relief 30% limitation Charitable miles Midwestern disaster relief miles before July 1 Midwestern disaster relief miles after June 30 17 Other than by cash or check Job Expenses and Most Other Misc Deductions 22 Tax preparation fees 23 Other expenses:

50 52 54 47 30



75

31 32 33 34 35 36 41 43 45



18 Carryover from prior year subject to: 50% limitation 30% limitation 30% limitation capital gain property 20% limitation

37 38 39 40



21 Unreimbursed employee expenses:



42 44 46 48 49



149

51 53 55 57 59 A.LD



Other Misc Deductions



28 Other not subject to 2% limit:



56 58



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch C

TSJ

1



BRENDA SALKOW

F

2 6



251-80-3928

7



T



ST



3



City



4



PAN



5



A Profession/product C Business name E Street address City, State, ZIP



HAIR STYLIST

8 10



B Bus. Code D Empl. ID No.



812112

9



3629 TAMIAMI TRAIL NORTH

11 12



13 16



NAPLES



F Accounting method if not cash: G H

17 18 19



14



Accrual



15



FL 34103

Other:

20 21 22



Did NOT materially participate in 2008 You started or acquired this business during 2008 You disposed of this business during 2008



Suppress Schedule C-EZ Statutory employee OR qualified joint venture Special tax treatment code 33 C o s t Inventory valuation method (if not Cost):

49 50



P a r t



I n c o m I e



1 Gross receipts or sales 2 Returns and allowances 6 Other income 8 Advertising 9 Car and truck expenses 10 Commissions and fees 11 Contract labor 12 Depletion 13 Depreciation 14 Employee benefits



9028



23 24 25 26 27 28 29 30 31 32 33 34 35 36



Lower of cost or market Other

51 52 53 54 55



P o a f r t G o I o I d I s



34 35 36 37



Change in method Beginning inventory Purchases - personal Cost of labor Materials and supplies Other costs Ending inventory



Yes



S o 38 l d 39 41

58



386

56 57 59 61 63 65 67 69 71 73 89



C 4-1 P a r t I I 15 Insurance E x 16 Interest - mortgage p e Interest - other n s e 17 Legal & professional services s 18 Office expense 19 Pensions/profit sharing 20 Rent - vehicle, machinery Rent - other 21 Repairs/maintenance 22 Supplies 23 Taxes and licenses 24 Travel Meals and entertainment 25 Utilities 26 Wages 32b V X e h 43 i c 44a l e

75 48



LICENSES

O t h 62 e P r 64 a r E t x 66 p V e 68 n s e 70 s

72 60



63



25

37 38 39 40 41 42



Family Health Coverage



10332

Regular tax

90 91 92



723

43 44 45 46 47



Alternative minimum tax

93 94 95 96



Prior unallowed passive loss Prior unallowed passive 4797, Part 1 Prior unallowed passive 4797, Part 2 Depreciation adjustment (AMT)



Some investment is NOT at risk



Force the mileage rate Date placed in service Business miles before July 1 Business miles after June 30

76



P a r t



01-01-2006

Total miles for 2007

77 78



45 46



Available when off duty Another vehicle available



Yes Yes Yes Yes



81 83 85 87



No 82 No No No

84 86 88 C.LD



I V I n f o



750

79 80



44b Commuting miles 44c Other miles



47a You have evidence 47b It is written



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch D - Capital Gains & Losses

TSJ

1 12 23 34 45 56 67 78 89 2 13 24 35 46 57 68 79 90 101 112 123 2 13 24 35 46 57 68 79 90 101 112 123



BRENDA SALKOW

Date Acquired

6 17 28 39 50 61 72 83 94 105 116 127 6 17 28 39 50 61 72 83 94 105 116 127 7 18 29 40 51 62 73 84 95 106 117 128 7 18 29 40 51 62 73 84 95 106 117 128



251-80-3928

Sales Price

8 19 30 41 52 63 74 85 96 107 118 129 8 19 30 41 52 63 74 85 96 107 118 129 9 20 31 42 53 64 75 86 97 108 119 130 9 20 31 42 53 64 75 86 97 108 119 130



F

3



ST

5 16 27 38 49 60 71 82 93 104 115 126 5 16 27 38 49 60 71 82 93 104 115 126



Description



Date Sold



Cost or Basis



S / L Misc

10 21 32 43 54 65 76 87 98 109 120 131 10 21 32 43 54 65 76 87 98 109 120 131 11 22 33 44 55 66 77 88 99 110 121 132 11 22 33 44 55 66 77 88 99 110 121 132



14 25 36 47 58 69 80 91 102 113 124 3 14 25 36 47 58 69 80 91 102 113 124



D 10-1



100 111 122 1 12 23 34 45 56 67 78 89 100 111 122



Sch D - Loss Carryovers and Other Entries

TSJ

1



ST



2



City



3



Short Term 4 5 6 D1 10-2 Gain (loss) 6252, 4684, 6781, and 8824 Gain (loss) from partnerships, S corps, estates, trusts Capital loss carryover from 2007

4 5 6



Column F



534342

28% Gain

7 9 11 13 8 10 12



Long Term 11 12 13 14 Gain from Form 2439 or Form 6252 Gain (loss) from partnerships, S corps, estate, trusts Capital gain distributions Capital loss carryover from 2007



402845

14 15 SALE.LD



Capital Gain Tax Computation Unrecaptured section 1250 gain from partnership and S-corporation K-1's 19 Federal Schedule D, line 19



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form 1310 - Refund Due a Decd Taxpayer

A B C

1 2 3



BRENDA SALKOW



251-80-3928



Surviving spouse requesting reissuance of a refund check Personal representative appointed or certified by a court Person, other than A or B, claiming refund for the estate

5 6



4 Complete only if you checked Box B or C: Name and SSN of person claiming refund:



1310 14-1



Complete only if you checked Box C above 1 Decedent left a will



Yes

7 9 11 13 8



No



2a Personal representative has been appointed by a court 2b If "NO", one will be appointed 3 You will pay out the refund according to the laws of state Signature date

15



10 12 14



If address is different from screen 1, enter it here:

16 17 18 19



Form 2210 - Penalty for Underpayment of Estimated Tax

1 a b c d Required to file due to:

1 2 3 4



Date Paid with extension 1st Quarter payment 2nd Quarter payment 3rd Quarter payment 4th Quarter payment

6 8 10 12 14 16 17 18 7 9 11 13 15



Estimated Amount



Waiver Annualized income Actually withheld Required Installment



Actually withheld if you checked box 1c

20 21 22 23



5



Use Form 2210F



Date balance paid Overpayment applied Prior-year tax Prior-year AGI



955

19



17361

24



2210 14-2



If taxpayer qualifies for a waiver of penalty, AMOUNT to be waived Explain waiver:

25



Annualized Income Installment Worksheet 1 4 14 16 AGI for each period Itemized deductions for each period Other taxes for each period Allowed credits for each period Medical & dental, investment interest, casualty & theft losses, & gambling losses Net capital gains Qualified dividends Annualized Self-Employment Tax Worksheet TSJ 26 28

47 26 29 32 35 38 41 44



3 Months

27 30 33 36 39 42 45



5 Months

28 31 34 37 40 43 46



8 Months



Net SE earnings for each period SS wages for each period



48 51



49 52



50 53 OTHER.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



BRENDA SALKOW



251-80-3928



SCHEDULE C, LINE 42 - OTHER EXPENSES

2007 Amount

3



Description

2



2008 Amount



RENEWAL

4



25

5



NC LICENSE

6 8 10 12 14 16 18 20 22 24



38

7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



BRENDA SALKOW



251-80-3928



SCHEDULE A, LINE 1 - OTHER MEDICAL AND DENTAL EXPENSES

2007 Amount

3



Description

2



2008 Amount



PRESCRIPTIONS

4



318

5



COLLIER ANESTHESIA

6



672

7



SOUTH FLORIDA MEDICAL

8



197

9



COLLIER SPORTS MEDICINE

10



672

11



NAPLES HEALTHCARE

12



1254

13



NAPLES PATHOLOGY

14



22

15



RADIOLOGY MEDICAL

16



6

17



NAPLES FAMILY DENTISTRY

18 20 22 24



3000

19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



BRENDA SALKOW



251-80-3928



SCHEDULE A, LINE 22 - TAX PREPARATION FEES

2007 Amount

3



Description

2



2008 Amount



BATCH 2006

4



174

5



LESS AMOUNT SCHEDULE C

6 8 10 12 14 16 18 20 22 24



-25

7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

JOSEPH & BARBARA SHEPEGI



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



JOSEPH SHEPEGI BARBARA SHEPEGI



210-18-0744



Spouse

22 23 25



2 210-18-0744 JOSEPH SHEPEGI 10-22-1925

Phone number DOD

8



SSN Mid init Suffix

4 6



196-30-8230 BARBARA SHEPEGI 03-02-1939

Phone number DOD

28



First name Last name Date of birth Occupation



Mid init Suffix



24



J



26



27 29



RETIRED

Extension

11 13 10 12 14



RETIRED

Extension

31 33 30 32 34



Daytime Evening 1 1-1 Cell



Daytime Evening Cell



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 43



1303 WIGHTMAN AVENUE

45



Apt. no State

46



44



SEBRING

50



FL



Zip



47



33870-4262



Resident state

49



48



FL



HIGHLANDS

51 52



Resident city



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



1

54 55 56



2210 code 2007 Fed tax 2007 State tax

64 65



63



Code 3 Code 4 Code 5



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount



3 4



Y



State/City selection



2



State deposit amount Account number

7



RTN

6



Type of account

8



WACHOVIA

DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



063107513 1010098946819

Federal deposit amount State/City selection

15



X

16 17



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund.



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Income

F

1



JOSEPH SHEPEGI BARBARA SHEPEGI

2



210-18-0744



ST



City



3



Description 7 7 Taxable scholarships not reported on W-2 Other income reported on line 7 (NOT W-2 wages)



2007



Taxpayer

4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 41 44 47



2008



2007



Spouse

5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 42 45 48 50 52



2008



8a Interest income (NO schedule B required) 8b Tax-exempt interest (NO schedule B required) 9 10 Dividend income (NO schedule B required) Taxable refunds: State taxes Local taxes 3 2-1 15a IRA distributions received (NO 1099 received) 15b Taxable portion of IRA distributions above 16a Pension distributions received (NO 1099 received) 16b Taxable portion of pensions above 19 Unemployment compensation received Portion of above unemployment repaid in 2008 20a Net Social Security received for 2008 Lump-sum benefits for earlier years - TOTAL received Lump-sum benefits for earlier years - TAXABLE portion Net railroad Social Security equivalent Tier 1 benefits received for 2008 21 Other income

40 43 46



11



Alimony received



NOL carryback Real estate tax recovery



49 51



SSA-1099 - Social Security Benefit Statement

TSJ SSA 2-2

1



T



F



2



ST



3 4



5 Net benefits 6 Federal income tax withheld



16338

6



Medicare premiums deducted Designate Social Security Benefits as:



5



1122

7



W-2G - Gambling Income

TS #1 #2 W2G 2-3 #3

1 1 1 2 2 2



F

3 3 3



Federal I.D. #

4 4 4



Payer Name

5 5 5



Street Address

7 7 7



City

8 8 8



ST

9 9 9



Zip



Gross winnings #1 #2 #3

16 16 16 17 17 17



Federal tax w/h

18 18 18



Type of wager

19 19 19



Date won



State

27 27 27 28 28 28



State I.D. #

29 29 29



State tax w/h



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



INC.LD



2008 Income

F

1



JOSEPH SHEPEGI BARBARA SHEPEGI

2



210-18-0744



ST



City



3



Description 7 7 Taxable scholarships not reported on W-2 Other income reported on line 7 (NOT W-2 wages)



2007



Taxpayer

4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 41 44 47



2008



2007



Spouse

5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 42 45 48 50 52



2008



8a Interest income (NO schedule B required) 8b Tax-exempt interest (NO schedule B required) 9 10 Dividend income (NO schedule B required) Taxable refunds: State taxes Local taxes 3 2-1 15a IRA distributions received (NO 1099 received) 15b Taxable portion of IRA distributions above 16a Pension distributions received (NO 1099 received) 16b Taxable portion of pensions above 19 Unemployment compensation received Portion of above unemployment repaid in 2008 20a Net Social Security received for 2008 Lump-sum benefits for earlier years - TOTAL received Lump-sum benefits for earlier years - TAXABLE portion Net railroad Social Security equivalent Tier 1 benefits received for 2008 21 Other income

40 43 46



11



Alimony received



NOL carryback Real estate tax recovery



49 51



SSA-1099 - Social Security Benefit Statement

TSJ SSA 2-2

1



S



F



2



ST



3 4



5 Net benefits 6 Federal income tax withheld



5982

6



Medicare premiums deducted Designate Social Security Benefits as:



5



1313

7



W-2G - Gambling Income

TS #1 #2 W2G 2-3 #3

1 1 1 2 2 2



F

3 3 3



Federal I.D. #

4 4 4



Payer Name

5 5 5



Street Address

7 7 7



City

8 8 8



ST

9 9 9



Zip



Gross winnings #1 #2 #3

16 16 16 17 17 17



Federal tax w/h

18 18 18



Type of wager

19 19 19



Date won



State

27 27 27 28 28 28



State I.D. #

29 29 29



State tax w/h



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



INC.LD



2008 Detail Worksheet

Title

1



JOSEPH SHEPEGI BARBARA SHEPEGI



210-18-0744



SSA MEDICARE & PRESCRIPTION

2007 Amount

3



Description

2



2008 Amount



MEDICARE

4



1122

5



PRESCRIPTION DRUG

6 8 10 12 14 16 18 20 22 24



191

7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

WILLIAM SIMPKINS



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



WILLIAM SIMPKINS



229-47-8940



Spouse

22 23 25 27 29



1 229-47-8940 WILLIAM SIMPKINS

DOD

8



SSN Mid init Suffix

4



C

6



First name Last name Date of birth Occupation



Mid init Suffix DOD

28



24 26



Phone number Daytime Evening 1 1-1 Cell

10 12 14



Extension

11 13



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 54 55 56 43



1300 POSTIANO CIRCLE

45



Apt. no State

46



44



101

Resident state Resident city

49 48



Naples

50



FL



Zip



47



34105



FL



Collier

51 52



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



2210 code 2007 Fed tax 2007 State tax

64



63



Code 3 Code 4 Code 5



2973

65



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount



3 4



Y



State/City selection



2



State deposit amount Account number

7



RTN

6



Type of account

8



WACHOVIA

DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



051400549 1053052130275

Federal deposit amount State/City selection

15



X

16 17



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund.



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Form W-2 - Wage and Tax Statement

TS

1 2



WILLIAM SIMPKINS

Wages, tips, etc. S.S. wages

16



229-47-8940 14475

18



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



1348

19



T

Employer's Federal I.D. Number

3



14475

20



897

21



65-0189122



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



14475

22 24 26



210

23 25



Employer's name, address, city, state, ZIP code

4



D A SYSTEMS INC

5



PO BOX 10877

6 7 8 9



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



Naples

Employee's name/address (if different)

10 12 13 11



FL



34101

Other

42 44 43 45 47



12d



14



15



46



State

48 55 62 69 76 49 56 63 70



State I.D. #

50



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



14475

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2



F



Wages, tips, etc. S.S. wages

3



16



16677

18



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



1948

19



T

Employer's Federal I.D. Number



16677

20



1034

21



65-0462025



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



16677

22 24 26



242

23 25



Employer's name, address, city, state, ZIP code

4



SELECTIVE HR SOLUTIONS V INC

5



6920 PROFESSIONAL PKWY E

6 7 8 9



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



Sarasota

Employee's name/address (if different)

10 12 13 11



FL



34240-8414

Other

42 44 43 45 47



12d



14



15



46



State

48 55 62 69 76 49 56 63 70



State I.D. #

50



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



16677

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

DARLA TURANO



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



DARLA TURANO



521-11-7907



Spouse

22 23 25 27 29



1 521-11-7907 DARLA TURANO 06-30-1960

Phone number DOD

8



SSN Mid init Suffix

4



L

6



First name Last name Date of birth Occupation



Mid init Suffix DOD

28



24 26



Extension

11 13



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Daytime Evening 1 1-1 Cell



10 12 14



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 54 55 56 43



251 6TH STREET

45



Apt. no State

46



44



BONITA SPRINGS

50



FL



Zip



47



34134



Resident state Resident city

49



48



FL



LEE

51 52



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



2210 code 2007 Fed tax 2007 State tax

64



63



Code 3 Code 4 Code 5



2490

65



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount State/City selection

2



3 4



State deposit amount Account number

7



RTN

6



Type of account

8



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund. DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



Federal deposit amount State/City selection

15



16 17



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



DARLA TURANO



521-11-7907

Suffix

3 4



2008 Dependent Information

Dependent First name

1



Last name (if different)

2



SSN

5



Relationship



Months in home

6 7



Date of Birth



GABRIEL X



Qualifying child care expenses incurred and paid in 2008



TURANO NELSON 8

1140

9 10 11 12



590-87-9416 SON



00



08-30-1999



Portion of qualifying expenses provided by your employer Hope Credit qualified expenses paid Lifetime Learning Credit qualified expenses paid Tuition and fees deduction

16



TSJ State State codes Yes

17 19



13 14 15



X



Not eligible for EIC



No

18 20



Yes 13a Could another person qualify to claim this child?

23 24 21



No Don't know

22



10 Is child unmarried OR married and can be claimed as the taxpayer's dependent? 11 Did the child live with the taxpayer in the U.S. for over half of the year?



13b Child's relationship to the other person 13c



If the tiebreaker rules apply, would the child be treated as the taxpayer's qualifying child?

34 35 36 37



25



26



27 28 29 30



Over 18 and a student Over 18 and disabled Not eligible for Child Tax Credit Not US Citizen or resident alien



31 32 33



Child lived with you Child did NOT live with you due to divorce or separation Other dependent



X



Not a dependent Not a dependent - HOH qualifier Qualifies for Form 8901 Attended eligible Midwestern disaster area educational institution Months Relationship in home

5 6 7



X



2 1-3

1



Dependent First name



Last name (if different)

2



Suffix

3 4



SSN



Date of Birth



BO



TURANO



Qualifying child care expenses incurred and paid in 2008 Portion of qualifying expenses provided by your employer Hope Credit qualified expenses paid Lifetime Learning Credit qualified expenses paid Tuition and fees deduction

16



8 9 10 11 12



520-11-8639



SON



12



02-26-1987



2308



TSJ State State codes Yes

17 19



13 14 15



Not eligible for EIC



No

18 20



Yes 13a Could another person qualify to claim this child?

23 24 21



No Don't know

22



10 Is child unmarried OR married and can be claimed as the taxpayer's dependent? 11 Did the child live with the taxpayer in the U.S. for over half of the year?



13b Child's relationship to the other person 13c



If the tiebreaker rules apply, would the child be treated as the taxpayer's qualifying child?

34 35 36 37



25



26



27 28 29 30



X



Over 18 and a student Over 18 and disabled Not eligible for Child Tax Credit Not US Citizen or resident alien



31 32 33



X



Child lived with you Child did NOT live with you due to divorce or separation Other dependent



Not a dependent Not a dependent - HOH qualifier Qualifies for Form 8901 Attended eligible Midwestern disaster area educational institution

DEP.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form 2441 - Child & Dep Care Expenses

F

1



DARLA TURANO



521-11-7907



ST



2



Provider's information SSN/EIN Name Address City SSN/EIN Name Address City SSN/EIN Name Address City SSN/EIN 2441 1-4 Address City SSN/EIN Name Address City SSN/EIN Name Address City Name

3 5 6 7 4



650918561 SPORTSCAMP INC 4911 20TH PLACE SW NAPLES



X



EIN

10



Amount



2007 Amount



State Information: Phone

8 14 9 11



1140

Misc

12



FL 34116

EIN

20



13 15 16 17 23 25 26 27 33 35 36 37 43 45 46 47 53 55 56 57



Amount



2007 Amount



State Information: Phone

18 24 19 21



Misc

22



EIN

30



Amount



2007 Amount



State Information: Phone

28 34 29 31



Misc

32



EIN

40



Amount



2007 Amount



State Information: Phone

38 44 39 41



Misc

42



EIN

50



Amount



2007 Amount



State Information: Phone

48 54 49 51



Misc

52



EIN

60



Amount



2007 Amount



State Information: Phone

58 59 61



Misc

62



* Carryover amount of 2007 paid in 2008 (Create STM 47 to explain computation) - Include name, SSN, and amount only for carryover 9 *Name of qualifying person *SSN of qualifying person *Amount 14 15 16 18

63 64 65 66 68 70 72 74 76



Taxpayer

67 69 71 73 75 77



Spouse



Employer-provided dependent care benefits received in 2008 Amount carried over from 2007 and used in 2008 during the grace period Amount forfeited, if any Amount of qualifying expenses incurred in 2008 Earned income for 2441 purposes ONLY



4, 5, 20, 21 23



Amount of line 14 that is from your sole proprietorship or partnership



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2441.LD



2008 Form W-2 - Wage and Tax Statement

TS

1 2



DARLA TURANO

Wages, tips, etc. S.S. wages

16



521-11-7907 10000

18



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



850

19



T

Employer's Federal I.D. Number

3



10000

20



620

21



59-3678290



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



10000

22 24 26



145

23 25



Employer's name, address, city, state, ZIP code

4



TURANO PAINTING INC

5



251 6TH STREET

6 7 8 9



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



BONITA SPRINGS

Employee's name/address (if different)

10 11



FL



34134

Other

42 44 43 45 47



DARLA L

12



TURANO

14 15 46



12d



251 6TH STREET

13



BONITA SPRINGS

State

48 55 62 69 76 49 56 63 70



FL

50



34134

State wages

51 58 65 72



State I.D. #



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



10000

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2 3



F



Wages, tips, etc. S.S. wages Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee

8 9 39



16 18 20 22 24 26



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17 19 21 23 25



Employer's Federal I.D. Number



Employer's name, address, city, state, ZIP code

4 5 6 7



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



W2 2-6 Employee's name/address (if different)

10 12 13 14 15 11



Other

42 44 46 43 45 47



12d



State

48 55 62 69 76 49 56 63 70



State I.D. #

50 57 64 71



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch B - Interest Income

TSJ

1



DARLA TURANO

4



521-11-7907



F



2 6



ST



3



City



2007 income

13



Tax exempt 8 interest Note



Interest 1 Income 14 PAB 9 interest



Name of 5 payer 7 Early withdrawal 8 U.S. gov't 9 Federal tax 10 Investment 2 penalty 3 interest 4 withheld 5 expenses 15 Nominee 16 Accrual 24 Res St municipal int 26 Other St municipal int 28 Other tax-exempt int interest interest included in Box 8 included in Box 8 included in Box 8



TSJ



1



T



F



2 6



ST 1

14



3



City



4 7



Name of 5 payer CAPITAL ONE

8 9 10



91

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



INT 2-8



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16



3

24



4

26



5

28 BINTS.LD



13



14



8



9



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch K-1 for 1120S

TS

1



DARLA TURANO

City

6 4



521-11-7907

5



T



F



2



ST



3



Passive Activity No.



S Corporation ID Number S Corporation name Address (optional) City, state, ZIP Check Applicable Boxes

13



59-3678290

8



Tax Shelter Registration No.



7



TURANO PAINTING, INC

9



251 6TH STREET

10 11 12



BONITA SPRINGS

Alternative Minimum Tax

17 18 19 20 21 22



FL



34134



Activity Type

14 15 16



Regular Tax



Some investment is NOT at risk PRIOR unallowed AT-RISK loss carryovers The activity was disposed of during taxable year



Prior passive unallowed operating Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2 Amounts From K-1 1 2 3 4 Ordinary income (loss) Rental real estate income (loss) Other rental income (loss) Interest income Code

23



2008 Amount



2007 Amount



Code 12 Other deductions (cont.)

57 59 61 58 60 62 64 66 68 70 72



2008 Amount



2007 Amount



33805

24 25 26 27 28 29 30 31 32 33 34 35 36 38 40 42 44 37 39 41 43 45 46 47 48



13 Credits



63 65 67 69 71



5a Ordinary dividends 5b Qualified dividends 6 K1S 7-5 7 ST capital gain (loss) 8a LT capital gain (loss) 8b Collectibles 28% gain (loss) 8c Unrecaptured section 1250 gain 9 10 Net 1231 gain (loss) Other income (loss) Royalties



Enter foreign transaction information 14 on screen 1116 if applicable 73 74 15 Alternative minimum tax items

75 77 79 81 76 78 80 82 84



16 Items affecting shareholder basis



83



C

85 86



1356 35056

88 90 92 94 96 98 100 101



D

87 89 91



11 12



Section 179 deduction Other deductions



A

49 51 53 55 50 52 54 56



56

17 Other information

93 95 97 99



Depletion For State Use Only Section 179 recapture US Gov't interest State tax withheld State distributions

102 103 104 105



For Section 179 Use Only Federal 2008 179 Exp allowed Federal 179 Exp CO from 2007 Federal 2007 179 Exp allowed State 2008 179 Exp from K-1

106 107 108 109 K1S.LD



State 2008 179 Exp allowed State 179 Exp CO from 2007 State 2007 179 Exp allowed



110 111 112



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form 1040-ES TSJ

1



Estimated Tax Payments for 2008 and Overrides for 2009



DARLA TURANO

44



521-11-7907



If you filed 1040ES for 2007 with a former spouse, enter that SSN here



Estimated Taxes DUE in 2009 Estimated Taxes Paid in 2008 Federal: Date Paid 2007 Overpayment 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter State/City:

3 5 7 9 11 2 4 6 8 10



Federal: ES Code Amount Paid Overpayment to 2009 Voucher 1 Voucher 2 Voucher 3 Voucher 4 Type: Date Paid

12 48 50 52 54 56 45



OP Code Estimate Amount

47 49 51 53 55 57



46



Overpayment



State/City:



Type:



ES Code 58



OP Code 59 Overpayment



Amount Paid

13



Estimate Amount Overpayment to 2009 Voucher 1 Voucher 2 Voucher 3 Voucher 4

61 63 65 67 69 60 62 64 66 68 70



ES 13-1



2007 Overpayment 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter State/City:

14 16 18 20 22



15 17 19 21



Type: Date Paid



23



State/City:



Type:



ES Code 71



OP Code 72 Overpayment



Amount Paid

24



Estimate Amount Overpayment to 2009 Voucher 1 Voucher 2 Voucher 3 Voucher 4

74 76 78 80 82 73 75 77 79 81 83



2007 Overpayment 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter State/City:

25 27 29 31 33



26 28 30 32



Type: Date Paid



34



State/City:



Type:



ES Code 84



OP Code 85 Overpayment



Amount Paid

35



Estimate Amount Overpayment to 2009 Voucher 1 Voucher 2 Voucher 3 Voucher 4

87 89 91 93 86 88 90 92 94



2007 Overpayment 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter

36 38 40 42



37 39 41 43



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



ES.LD



2008 Form 1310 - Refund Due a Decd Taxpayer

A B C

1 2 3



DARLA TURANO



521-11-7907



Surviving spouse requesting reissuance of a refund check Personal representative appointed or certified by a court Person, other than A or B, claiming refund for the estate

5 6



4 Complete only if you checked Box B or C: Name and SSN of person claiming refund:



1310 14-1



Complete only if you checked Box C above 1 Decedent left a will



Yes

7 9 11 13 8



No



2a Personal representative has been appointed by a court 2b If "NO", one will be appointed 3 You will pay out the refund according to the laws of state Signature date

15



10 12 14



If address is different from screen 1, enter it here:

16 17 18 19



Form 2210 - Penalty for Underpayment of Estimated Tax

1 a b c d Required to file due to:

1 2 3 4



Date Paid with extension 1st Quarter payment 2nd Quarter payment 3rd Quarter payment 4th Quarter payment

6 8 10 12 14 16 17 18 7 9



Estimated Amount



Waiver Annualized income Actually withheld Required Installment



Actually withheld if you checked box 1c

20



1620

11 13 15 21 22 23



5



Use Form 2210F



Date balance paid Overpayment applied Prior-year tax Prior-year AGI



7489

19



52783

24



2210 14-2



If taxpayer qualifies for a waiver of penalty, AMOUNT to be waived Explain waiver:

25



Annualized Income Installment Worksheet 1 4 14 16 AGI for each period Itemized deductions for each period Other taxes for each period Allowed credits for each period Medical & dental, investment interest, casualty & theft losses, & gambling losses Net capital gains Qualified dividends Annualized Self-Employment Tax Worksheet TSJ 26 28

47 26 29 32 35 38 41 44



3 Months

27 30 33 36 39 42 45



5 Months

28 31 34 37 40 43 46



8 Months



Net SE earnings for each period SS wages for each period



48 51



49 52



50 53 OTHER.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

DAVID TURANO



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



DAVID TURANO



520-86-0330



Spouse

22 23 25 27 29



1 520-86-0330 DAVID TURANO 07-29-1961

Phone number DOD

8



SSN Mid init Suffix

4



S

6



First name Last name Date of birth Occupation



Mid init Suffix DOD

28



24 26



PAINTER

Extension

11 13 10 12 14



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Daytime Evening 1 1-1 Cell



Best time 15 to call E-mail/ 17 Text 18 Dependent of Another



Print on return



16



19



Presidential Campaign



20



Blind

42



21



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 54 43



251 6TH STREET

45



Apt. no State

46



44



BONITA SPRINGS

50



FL



Zip



47



34134



Resident state Resident city

49



48



FL



LEE

51 52



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



1

55 56



2210 code 2007 Fed tax 2007 State tax

64



63



Code 3 Code 4 Code 5



5193

65



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount State/City selection

2



3 4



State deposit amount Account number

7



RTN

6



Type of account

8



Chkng



9



Svgs



CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund. DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



Federal deposit amount State/City selection

15



16 17



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Form W-2 - Wage and Tax Statement

TS

1 2



DAVID TURANO

Wages, tips, etc. S.S. wages

16



520-86-0330 10000

18



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



850

19



T

Employer's Federal I.D. Number

3



10000

20



620

21



59-3678290



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



10000

22 24 26



145

23 25



Employer's name, address, city, state, ZIP code

4



TURANO PAINTING INC

5



251 6TH STREET

6 7 8 9



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



39



W2 2-6



BONITA SPRINGS

Employee's name/address (if different)

10 11



FL



34134

Other

42 44 43 45 47



DAVID S

12



TURANO

14 15 46



12d



251 6TH STREET

13



BONITA SPRINGS

State

48 55 62 69 76 49 56 63 70



FL

50



34134

State wages

51 58 65 72



State I.D. #



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



10000

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2 3



F



Wages, tips, etc. S.S. wages Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee

8 9 39



16 18 20 22 24 26



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17 19 21 23 25



Employer's Federal I.D. Number



Employer's name, address, city, state, ZIP code

4 5 6 7



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



W2 2-6 Employee's name/address (if different)

10 12 13 14 15 11



Other

42 44 46 43 45 47



12d



State

48 55 62 69 76 49 56 63 70



State I.D. #

50 57 64 71



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch K-1 for 1120S

TS

1



DAVID TURANO

City

6 4



520-86-0330

5



T



F



2



ST



3



Passive Activity No.



S Corporation ID Number S Corporation name Address (optional) City, state, ZIP Check Applicable Boxes

13



59-3678290

8



Tax Shelter Registration No.



7



TURANO PAINTING, INC

9



251 6TH STREET

10 11 12



BONITA SPRINGS

Alternative Minimum Tax

17 18 19 20 21 22



FL



34134



Activity Type

14 15 16



Regular Tax



Some investment is NOT at risk PRIOR unallowed AT-RISK loss carryovers The activity was disposed of during taxable year



Prior passive unallowed operating Prior passive unallowed 4797, Part 1 Prior passive unallowed 4797, Part 2 Amounts From K-1 1 2 3 4 Ordinary income (loss) Rental real estate income (loss) Other rental income (loss) Interest income Code

23



2008 Amount



2007 Amount



Code 12 Other deductions (cont.)

57 59 61 58 60 62 64 66 68 70 72



2008 Amount



2007 Amount



33805

24 25 26 27 28 29 30 31 32 33 34 35 36 38 40 42 44 37 39 41 43 45 46 47 48



13 Credits



63 65 67 69 71



5a Ordinary dividends 5b Qualified dividends 6 K1S 7-5 7 ST capital gain (loss) 8a LT capital gain (loss) 8b Collectibles 28% gain (loss) 8c Unrecaptured section 1250 gain 9 10 Net 1231 gain (loss) Other income (loss) Royalties



Enter foreign transaction information 14 on screen 1116 if applicable 73 74 15 Alternative minimum tax items

75 77 79 81 76 78 80 82 84



16 Items affecting shareholder basis



83



C

85 86



1355 35056

88 90 92 94 96 98 100 101



D

87 89 91



11 12



Section 179 deduction Other deductions



A

49 51 53 55 50 52 54 56



55

17 Other information

93 95 97 99



Depletion For State Use Only Section 179 recapture US Gov't interest State tax withheld State distributions

102 103 104 105



For Section 179 Use Only Federal 2008 179 Exp allowed Federal 179 Exp CO from 2007 Federal 2007 179 Exp allowed State 2008 179 Exp from K-1

106 107 108 109 K1S.LD



State 2008 179 Exp allowed State 179 Exp CO from 2007 State 2007 179 Exp allowed



110 111 112



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form 1040-ES TSJ

1



Estimated Tax Payments for 2008 and Overrides for 2009



DAVID TURANO

44



520-86-0330



If you filed 1040ES for 2007 with a former spouse, enter that SSN here



Estimated Taxes DUE in 2009 Estimated Taxes Paid in 2008 Federal: Date Paid 2007 Overpayment 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter State/City:

3 5 7 9 11 2 4 6 8 10



Federal: ES Code Amount Paid Overpayment to 2009 Voucher 1 Voucher 2 Voucher 3 Voucher 4 Type: Date Paid

12 48 50 52 54 56 45



OP Code Estimate Amount

47 49 51 53 55 57



46



Overpayment



State/City:



Type:



ES Code 58



OP Code 59 Overpayment



Amount Paid

13



Estimate Amount Overpayment to 2009 Voucher 1 Voucher 2 Voucher 3 Voucher 4

61 63 65 67 69 60 62 64 66 68 70



ES 13-1



2007 Overpayment 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter State/City:

14 16 18 20 22



15 17 19 21



Type: Date Paid



23



State/City:



Type:



ES Code 71



OP Code 72 Overpayment



Amount Paid

24



Estimate Amount Overpayment to 2009 Voucher 1 Voucher 2 Voucher 3 Voucher 4

74 76 78 80 82 73 75 77 79 81 83



2007 Overpayment 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter State/City:

25 27 29 31 33



26 28 30 32



Type: Date Paid



34



State/City:



Type:



ES Code 84



OP Code 85 Overpayment



Amount Paid

35



Estimate Amount Overpayment to 2009 Voucher 1 Voucher 2 Voucher 3 Voucher 4

87 89 91 93 86 88 90 92 94



2007 Overpayment 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter

36 38 40 42



37 39 41 43



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



ES.LD



2008 Form 1310 - Refund Due a Decd Taxpayer

A B C

1 2 3



DAVID TURANO



520-86-0330



Surviving spouse requesting reissuance of a refund check Personal representative appointed or certified by a court Person, other than A or B, claiming refund for the estate

5 6



4 Complete only if you checked Box B or C: Name and SSN of person claiming refund:



1310 14-1



Complete only if you checked Box C above 1 Decedent left a will



Yes

7 9 11 13 8



No



2a Personal representative has been appointed by a court 2b If "NO", one will be appointed 3 You will pay out the refund according to the laws of state Signature date

15



10 12 14



If address is different from screen 1, enter it here:

16 17 18 19



Form 2210 - Penalty for Underpayment of Estimated Tax

1 a b c d Required to file due to:

1 2 3 4



Date Paid with extension 1st Quarter payment 2nd Quarter payment 3rd Quarter payment 4th Quarter payment

6 8 10 12 14 16 17 18 7 9



Estimated Amount



Waiver Annualized income Actually withheld Required Installment



Actually withheld if you checked box 1c

20



1620

11 13 15 21 22 23



5



Use Form 2210F



Date balance paid Overpayment applied Prior-year tax Prior-year AGI



7639

19



52783

24



2210 14-2



If taxpayer qualifies for a waiver of penalty, AMOUNT to be waived Explain waiver:

25



Annualized Income Installment Worksheet 1 4 14 16 AGI for each period Itemized deductions for each period Other taxes for each period Allowed credits for each period Medical & dental, investment interest, casualty & theft losses, & gambling losses Net capital gains Qualified dividends Annualized Self-Employment Tax Worksheet TSJ 26 28

47 26 29 32 35 38 41 44



3 Months

27 30 33 36 39 42 45



5 Months

28 31 34 37 40 43 46



8 Months



Net SE earnings for each period SS wages for each period



48 51



49 52



50 53 OTHER.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

ELEANOR WEBBER



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Demographics Taxpayer

Filing status SSN First name Last name Date of birth Occupation

1 2 3 5 7 9



ELEANOR WEBBER



350-32-2372



Spouse

22 23 25 27 29



1 350-32-2372 ELEANOR WEBBER 10-15-1938

Phone number DOD

8



SSN Mid init Suffix

4



M

6



First name Last name Date of birth Occupation



Mid init Suffix DOD

28



24 26



RETIRED

Extension

11 10 12 14



Phone number Daytime Evening Cell

30 32 34



Extension

31 33



Daytime Evening 1 1-1 Cell



239-368-1771



13



Best time 15 to call E-mail/ 17 WEBB31@EMBARQMAIL.COM Text 18 19 Dependent Presidential of Another Campaign Special processing code for active military Street address City County School Dist In care of Return Options Firm # Preparer # Data Entry # ERO #

53 54 55 56 43



Print on return



16



NONE

21



20



Blind

42



Best time 35 to call E-mail/ 37 Text Stateside 38 Dependent Military of Another



Print on return



36



39



Presidential Campaign



40



Blind



41



Stateside Military



610 ASTON LAKE COURT

45



Apt. no State

46



44



LEHIGH ACRES

50



FL



Zip



47



33974



Resident state Resident city

49



48



FL



LEE

51 52



Miscellaneous Codes Fed Estimated tax Overpayment code Invoice No. Fee override

61 62 57 59



ST

58 60



2210 Options



Code 1 Code 2



66 67 68 69 70



2210 code 2007 Fed tax 2007 State tax

64



63



Code 3 Code 4 Code 5



1915

65



Direct Deposit Information

Account #1 Deposit selection: Federal selection Name of financial institution

5 1



Federal deposit amount



3 4



Y



State/City selection



2



State deposit amount Account number

7



RTN

6



Type of account

8



063100277 3512502237

CAUTION: The additional account information below is ONLY necessary if you are depositing the federal refund into multiple accounts or using a separate account for any state refund. DD 1-2 Account #2 Deposit selection: Federal selection Name of financial institution

18 14



X

16 17



Chkng



9



Svgs



Federal deposit amount State/City selection

15



State deposit amount Account number

20



RTN

19



Type of account

21



Chkng



22



Svgs



Account #3 Deposit selection: Federal selection Name of financial institution

31 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008 27



Federal deposit amount State/City selection

28



29 30



State deposit amount Account number

33



RTN

32



Type of account

34



Chkng



35



Svgs



DEMO.LD



2008 Income

F

1



ELEANOR WEBBER

2



350-32-2372



ST



City



3



Description 7 7 Taxable scholarships not reported on W-2 Other income reported on line 7 (NOT W-2 wages)



2007



Taxpayer

4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 41 44 47



2008



2007



Spouse

5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 42 45 48 50 52



2008



8a Interest income (NO schedule B required) 8b Tax-exempt interest (NO schedule B required) 9 10 Dividend income (NO schedule B required) Taxable refunds: State taxes Local taxes 3 2-1 15a IRA distributions received (NO 1099 received) 15b Taxable portion of IRA distributions above 16a Pension distributions received (NO 1099 received) 16b Taxable portion of pensions above 19 Unemployment compensation received Portion of above unemployment repaid in 2008 20a Net Social Security received for 2008 Lump-sum benefits for earlier years - TOTAL received Lump-sum benefits for earlier years - TAXABLE portion Net railroad Social Security equivalent Tier 1 benefits received for 2008 21 Other income

40 43 46



11



Alimony received



NOL carryback Real estate tax recovery



49 51



SSA-1099 - Social Security Benefit Statement

TSJ SSA 2-2

1



T



F



2



ST



3 4



5 Net benefits 6 Federal income tax withheld



14430

6



Medicare premiums deducted Designate Social Security Benefits as:



5



1437

7



W-2G - Gambling Income

TS #1 #2 W2G 2-3 #3

1 1 1 2 2 2



F

3 3 3



Federal I.D. #

4 4 4



Payer Name

5 5 5



Street Address

7 7 7



City

8 8 8



ST

9 9 9



Zip



Gross winnings #1 #2 #3

16 16 16 17 17 17



Federal tax w/h

18 18 18



Type of wager

19 19 19



Date won



State

27 27 27 28 28 28



State I.D. #

29 29 29



State tax w/h



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



INC.LD



2008 Form W-2 - Wage and Tax Statement

TS

1 2



ELEANOR WEBBER

Wages, tips, etc. S.S. wages

16



350-32-2372 10789

18



F



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17



577

19



T

Employer's Federal I.D. Number

3



12107

20



751

21



59-0324412



Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee



12107

22 24 26



176

23 25



Employer's name, address, city, state, ZIP code

4



PUBLIX SUPER MARKETS INC

5



PO BOX 32024

6 7 8 9



Amount

28 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27



D

30 33 36



1319

31 34 37



39



W2 2-6



LAKELAND

Employee's name/address (if different)

10 12 13 11



FL



33802-2024

Other

42 44



X

43 45 47



12d



14



15



46



State

48 55 62 69 76 49 56 63 70



State I.D. #

50



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



10789

57 64 71



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2



Form W-2 - Wage and Tax Statement

TS

1 2 3



F



Wages, tips, etc. S.S. wages Medicare wages S.S. tips Advanced EIC Non-qual. plans Statutory employee

8 9 39



16 18 20 22 24 26



Federal tax w/h S.S. tax w/h Medicare tax w/h Allocated tips Dep. care benefit Code Sick pay

41



17 19 21 23 25



Employer's Federal I.D. Number



Employer's name, address, city, state, ZIP code

4 5 6 7



Amount

28 31 34 37 29 32 35 38



Year



Retirement plan

40



12a 12b 12c



27 30 33 36



W2 2-6 Employee's name/address (if different)

10 12 13 14 15 11



Other

42 44 46 43 45 47



12d



State

48 55 62 69 76 49 56 63 70



State I.D. #

50 57 64 71



State wages

51 58 65 72



State tax

52 59 66 73



Local wages

53 60 67 74 77



Local taxes

54 61 68 75



Locality



Was this W-2 altered or handwritten? (non-standard)



Corrected W-2

W2.LD



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form 1099-R

TS

1



ELEANOR WEBBER

Pension type

3



350-32-2372



T



F



2



Corrected

5



4



Payer's Federal ID number



13-3808042



1



Gross distribution



19



11955

20



2a Taxable amount Payer's name, address, city, state, ZIP code

6 7 8 9



11955

21 22



2b Taxable amount not determined 3

10 11



NEW YORK LIFE TRUST CO 690 CANTON STREET WESTWOOD

Recipient's name and address (if different)



Total distribution 4 Federal tax withheld

24



Capital gain included in box 2a

23



MA

13



02090

5 Employee contributions or insurance 25 premium Distribution code

27



2157

6 Unrealized 26 appreciation 8 Other IRA/SEP

28 29 30



12 14 15



7

16 17



Percentage



7



Account number (optional)

18



9a Your percent of total distribution 11 State

34 38 31



9b Total employee contribution

32



1099 2-7



10 State tax withheld 2007 2008

33 37



Payer's state no.

35 39



12 State distribution

36 40



13 Local tax withheld 2007 2008

41 45



14 City

42 46



Locality name

43 47



15 Local distribution

44 48



Special treatment for this distribution

49 50 51 52 53 54



Many states require Date of Retirement Date of retirement AL, AR, HI, KS, KY, LA OR, MI, NY, & UT may require this info Percent 56 Portion of 1099-R to exclude on state 58 Portion of 1099-R NOT qualifying for state exclusion For NY only Decedent's age

73 55



Is this 1099-R for disability? If so, reported as wages on line 7 of the 1040? Carry this entry to Form 5329 and compute 10% penalty Exclude from income - it is reported on Form 4972 Exclude from income - it is reported on Form 8606 Exclude from income - it was rolled-over into another qual plan



Amount

57



or

59



or



Simplified General Rule worksheet (worksheet will override line 2a) 2 3 Cost in plan at starting date plus any death benefit exclusion Age (or combined ages) at annuity starting date

62 60 61



Payments are for taxpayer's life and that of beneficiary (Check only if payments began after Nov 19, 1996)

63 64 65 67



4 5 6



Special rule computation: Number of monthly payments during 2008 (12 is assumed) If starting date after 1986, enter amount recovered tax free Annuity starting date:

66



Before November 19, 1996



After November 18, 1996 HSA Funding Distribution

74



Other Misc Items

68



Qualified Charitable Distributions

71



Was this 1099-R altered or handwritten?

69



Box 2 100% QCD up to $100,000

72



Box 2 100% HFD

75



Partial Rollover amount

70



Box 2 partial QCD up to $100,000



Box 2 partial HFD



1st year of Roth contribution



Insurance Premiums for Public Safety Officers

76



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



1099_R.LD



2008 Sch B - Interest Income

TSJ

1



ELEANOR WEBBER

4



350-32-2372



F



2 6



ST



3



City



2007 income

13



Tax exempt 8 interest Note



Interest 1 Income 14 PAB 9 interest



Name of 5 payer 7 Early withdrawal 8 U.S. gov't 9 Federal tax 10 Investment 2 penalty 3 interest 4 withheld 5 expenses 15 Nominee 16 Accrual 24 Res St municipal int 26 Other St municipal int 28 Other tax-exempt int interest interest included in Box 8 included in Box 8 included in Box 8



TSJ



1



T



F



2 6



ST 1

14



3



City



4 7



Name of 5 payer PUBLIX EMPLOYEES FCU

8 9 10



99

13



2

15 16 4 7



3

24



4

26



5

28



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



INT 2-8



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16 4 7



3

24



4

26



5

28



13



14



8 TSJ

1



9 F

2 6



ST 1



3



City



Name of 5 payer

8 9 10



2

15 16



3

24



4

26



5

28 BINTS.LD



13



14



8



9



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch B - Dividend Income

TSJ

1



ELEANOR WEBBER

4



350-32-2372



F



2 6



ST



3



City



Name of 5 payer



9 12 Total capital 15 Sec 1250 gain Ordinary Qualified 2007 qualified: 1a dividends 1b dividends 2a gain distribution 2b 25% rate 16 Sec 1202 gain 17 Collectibles 18 Federal income 19 Investment 27 28 30 US government 2c 14% rate 2d 28% gain 4 tax withheld 5 expenses % Nominee dividend Not taxable on ST dividends



2007 dividends:



TSJ



1



T



F



2 6



ST 1a

17



3



City



4



Name of 5 payer PUBLIX SUPER MARKETS INC

9 12 15



353

16



1b

18 19 4 27



2a

28



2b

30



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



DIV 2-9



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 4 27



2a

28



2b

30



16



17



2c TSJ

1



2d F

2 6



4 ST 1a

3



City



5 Name of 5 payer

9 12 15



1b

18 19 27



2a

28



2b

30 BDIVS.LD



16



17



2c



2d



4



5



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Sch A - Itemized Deductions

TSJ

1



ELEANOR WEBBER

Force itemized

5



350-32-2372

Force standard

6 7



T



F



2



ST



3



City



4



Medical and Dental



1 Health insurance premiums Long term care premiums Number of medical miles before July 1 Number of medical miles after June 30 Other medical and dental expenses



1518

8



1748

Total miles for 2007

9 10



966

11



1105

12 13 14



Taxes



5 Income taxes General sales tax 6 Real estate Taxes that qualify for State Property Tax Credit 7 Personal property 8 Other

17 19



2281

15 16



36

18 20 21



Interest You Paid



10 Home mortgage interest and points reported on Form 1098 11 No 1098 Name Address

22 24



SSN/EIN



23 25 26 27 28 29



A 3-1



Portion of lines 10 and 11 that is home equity interest 12 Points not reported on Form 1098 13 Qualified mortgage insurance premiums 14 Investment interest Gifts to Charity 16 Total gifts by cash or check Portion of line 16 for disaster relief 30% limitation Charitable miles Midwestern disaster relief miles before July 1 Midwestern disaster relief miles after June 30 17 Other than by cash or check Job Expenses and Most Other Misc Deductions 22 Tax preparation fees 23 Other expenses:

50 52 54 47 30



311

31 32 33 34 35 36 41 43 45



18 Carryover from prior year subject to: 50% limitation 30% limitation 30% limitation capital gain property 20% limitation

37 38 39 40



21 Unreimbursed employee expenses:



42 44 46 48 49



80

51 53 55 57 59 A.LD



Other Misc Deductions



28 Other not subject to 2% limit:



56 58



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Form 8859 - DC First-Time Home Buyer Cr

TSJ A

1



ELEANOR WEBBER



350-32-2372



Address of home qualifying for the credit

2



City

3



State

4



ZIP

5 6 7 8 9 10 11



8859 12-21 B C D 1 2 7 Lot number Square number Settlement or closing date Purchase price of home Adjustment to modified adjusted income Credit carryforward from prior year



Form 8861 - Welfare-to-Work Credit

TSJ 8861

1



If this credit is from a passive activity, enter Passive Activity Number

3 4 5 6



2



1a Qualified first-year wages



12-22 1b Qualified second-year wages 3 Welfare-to-work credit from pass-through entities Credit carryforward or carryback



Form 8863 - Education Credits

ST

1



2007



Taxpayer

2 4



2008



2007



Spouse

3 5 6



2008



1c Hope credit qualified expenses paid 8863 4c Lifetime learning credit qualified expenses paid Adjustment to modified adjusted gross income

7 8 9



12-23 10



Taxpayer is a dependent of another, but that person is not claiming the exemption or education credit Taxpayer attended eligible Midwestern disaster area educational institution Spouse attended eligible Midwestern disaster area educational institution



Form 8880 - Credit for Qualified Retirement Savings Contributions

F 1 8880 12-24 2 4

1



ST



2



2007



Taxpayer

3 5



2008



2007



Spouse

4 6



2008



Contributed to traditional or Roth IRAs Contributed to 401(k) Enter the total of all Roth IRA distributions, plus all taxable distributions from other qualified retirement plans, that were made in the following years 2008 2007 2006 Exception Exception

9



7 10



8 11 14



11955

12 13



11955

Taxpayer

11



Form 8917 - Tuition and Fees

8917 12-23 ST 1

10



2007 Tuition and fees paid



2008



2007



Spouse

12



2008



Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



CR11.LD



2008 Detail Worksheet

Title

1



ELEANOR WEBBER



350-32-2372



MEDICAL

2007 Amount

3



Description

2



2008 Amount



DOCTOR

4



484

5



PRESCRIPTIONS

6



252

7



EYEGLASSES ETC

8



296

9



DENTIS

10 12 14 16 18 20 22 24



73

11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



ELEANOR WEBBER



350-32-2372



SSA MEDICARE PREMIUMS

2007 Amount

3



Description

2



2008 Amount



PART B

4



1223

5



PRESCRIPTON DRUG

6 8 10 12 14 16 18 20 22 24



214

7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



ELEANOR WEBBER



350-32-2372



SCHEDULE A, LINE 6 - REAL ESTATE TAXES

2007 Amount

3



Description

2



2008 Amount



2007 PAID 6/25

4



563

5



2007 PAID 9/14

6



572

7



2007 PAID 12/26

8



591

9



2006 PAID 3/21

10 12 14 16 18 20 22 24



555

11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Individual Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

CHURA RETIREMENT LLC



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Partnership General Information

Name DBA or c/o Address City, state, ZIP County Foreign State/ Province Foreign Country 1 1-1 General Information A B C D E G Principal business activity Principal product or service Principal business code number Employer ID number Business start date Check applicable boxes:

17 20 1



CHURA RETIREMENT LLC

Other Information Suite # Resident state Misc code 1 Misc code 2 Invoice Number Preparer fee Firm # Preparer # Data entry op #

12



33-1146566



CHURA RETIREMENT LLC

2 3 4 6 7



27 28 29 30 31 32 33 34 35



9241 ESTERO RIVER CIRCLE

5



ESTERO

8 9



FL 33928



LEE

10 11



Phone number



INVESTMENT

13



ERO #



REAL ESTATE

14 15 16



531390 33-1146566 11-01-2006

18 21



If not a calendar year: Fiscal year begins Fiscal year ends

36 37



Initial return Address change



Final return Name change



19 22



Amended return Technical termination



H



Accounting method:

23



X

I



Cash



24



Accrual



Other



25 26



Number of Schedules K-1 attached



Income and Deductions

Income 1 a Gross receipts or sales b Returns and allowances Deductions 9 10 3 1-2 11 12 13

15 1 2



Salaries and wages (other than to partners) Guaranteed payments to partners Partner's health insurance Repairs and maintenance Bad debts Rents Publicly traded partnership electing 3.5% tax



3 4 5 6 7 8



15



Interest expense



9



3663

10 11 12 13 14



16a Depreciation 16b Depreciation claimed on Sch A and elsewhere 17 Depletion (do not deduct oil and gas depletion) 18 19 Retirement plans, etc Employee benefit programs



Gross income subject to 3.5% tax Form 1065, Schedule K - Most Common Items 5 6a 6b 13a Interest income Ordinary dividends Qualified dividends Contributions (50% only)



16



17 18 19 20



18c Nondeductible expenses Penalties and fines 19a Distributions of cash and marketable securities



21 22 23



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



PGEN.LD



2008 Other Deductions

Accounting Advertising Automobile and truck expense Bank charges Cash short/over Cell phone Clean fuel vehicle deductions Commissions Computer Consulting Credit and collection costs Delivery DED 1-5 Discounts Dues and subscriptions Education and training Equipment rental/lease Freight Fuels Gifts Independent contractor Insurance (enter total if not using detail below) Building and equipment Liability Other insurance Workers' compensation Internet Janitorial

1



CHURA RETIREMENT LLC 295

2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27



33-1146566

28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 PDED.LD



Laundry and cleaning Legal and professional Marketing Meals and entertainment 50% limit Meals and entertainment 75% limit Meals and entertainment 100% allowed Meetings Miscellaneous Office expense Outside services/subcontractors Parking fees and tolls Payroll processing expenses Permits and fees Postage/shipping Printing Recruiting Sales Security Software Supplies Telephone Tools Travel Uniforms Utilities Waste removal Other deductions (itemize)



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 K1 - Partner's Share of Inc, Cr, Ded, Etc

E F ID Number Name FBO/DBA Address City

1



CHURA RETIREMENT LLC

Resident state Phone number Foreign Address Info: Province 11 Foreign Country Postal Code K Partner's share of liabilities at year end Nonrecourse Qualified nonrecourse

10 9



33-1146566

8



068566342

2



FL



DEBORAH S CHURA

3 4



9241 ESTERO RIVER CIRCLE

5



12



ESTERO

6 7



U.S. Address Only: State, ZIP



26 27 28



FL



33928

14



Check applicable if required

13



Final K-1



Amended K-1 L



Recourse Analysis of capital account:



Type of Partner G H I J

15



X

17



Gen or LLC member-mgr Domestic partner

19



16 18



Limited or other LLC member Foreign partner



Beginning capital account Capital contributed during the year: Gain recognized on contributed property



29



11903

30 31



X



Partner's type of entity Partner's % Profit Loss Capital



INDIVIDUAL

Before Change

20 21



Year End



Cash contributed Adjusted basis of property contributed Current year increase (decrease) Withdrawals/distributions

35



3241

32 33 34 36



23.75

22



23.75

23



23.75

24



23.75

25



23.75

4 Guaranteed payments 2007 Amount Code



23.75



Part III - K1 Direct Entries Part III - K1 Overrides K1 3-5 2 3 5 Rental real estate Other rental income Interest income 1 Ordinary income/loss



13L Medical l Insurance 2007 Amount Code 13 Other deductions

60 62 64 66 68 70 72 74



2008 Amount

37 38 39 40 41 42 43 44 45 46 47 48



2008 Amount

61 63 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 99 101 PK1.LD



6a Ordinary dividends 6b Qualified dividends 7 8 Royalties



Short-term capital gain (loss) 9a Long-term capital gain (loss) 9b Collectibles (28%) 9c Unrecaptured section 1250 gain 10 11 1231 gain (loss) Other income/Loss

49 51 53 55 57



14



SE earnings (loss)



76 78 80



15 Credits



82 84 86 88 90



50 52 54 56 58 59



18 Tax-exempt income and non-deductible expenses



92 94 96



12



Section 179 deduction



19 Distributions



98 100



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 K1 - Partner's Share of Inc, Cr, Ded, Etc

E F ID Number Name FBO/DBA Address City

1



CHURA RETIREMENT LLC

Resident state Phone number Foreign Address Info: Province 11 Foreign Country Postal Code K Partner's share of liabilities at year end Nonrecourse Qualified nonrecourse

10 9



33-1146566

8



062644692

2



FL



MICHAEL T CHURA

3 4



9421 ESTERO RIVER CIRCLE

5



12



ESTERO

6 7



U.S. Address Only: State, ZIP



26 27 28



FL



33928

14



Check applicable if required

13



Final K-1



Amended K-1 L



Recourse Analysis of capital account:



Type of Partner G H I J

15



X

17



Gen or LLC member-mgr Domestic partner

19



16 18



Limited or other LLC member Foreign partner



Beginning capital account Capital contributed during the year: Gain recognized on contributed property



29



11903

30 31



X



Partner's type of entity Partner's % Profit Loss Capital



INDIVIDUAL

Before Change

20 21



Year End



Cash contributed Adjusted basis of property contributed Current year increase (decrease) Withdrawals/distributions

35



2946

32 33 34 36



23.75

22



23.75

23



23.75

24



23.75

25



23.75

4 Guaranteed payments 2007 Amount Code



23.75



Part III - K1 Direct Entries Part III - K1 Overrides K1 3-5 2 3 5 Rental real estate Other rental income Interest income 1 Ordinary income/loss



13L Medical l Insurance 2007 Amount Code 13 Other deductions

60 62 64 66 68 70 72 74



2008 Amount

37 38 39 40 41 42 43 44 45 46 47 48



2008 Amount

61 63 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 99 101 PK1.LD



6a Ordinary dividends 6b Qualified dividends 7 8 Royalties



Short-term capital gain (loss) 9a Long-term capital gain (loss) 9b Collectibles (28%) 9c Unrecaptured section 1250 gain 10 11 1231 gain (loss) Other income/Loss

49 51 53 55 57



14



SE earnings (loss)



76 78 80



15 Credits



82 84 86 88 90



50 52 54 56 58 59



18 Tax-exempt income and non-deductible expenses



92 94 96



12



Section 179 deduction



19 Distributions



98 100



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 K1 - Partner's Share of Inc, Cr, Ded, Etc

E F ID Number Name FBO/DBA Address City

1



CHURA RETIREMENT LLC

Resident state Phone number Foreign Address Info: Province 11 Foreign Country Postal Code K Partner's share of liabilities at year end Nonrecourse Qualified nonrecourse

10 9



33-1146566

8



062645442

2



IN



MATTHEW CHURA

3 4



8835 WOOODSTREAM DRIVE

5



12



FORT WAYNE

6 7



U.S. Address Only: State, ZIP



26 27 28



IN



46804

14



Check applicable if required

13



Final K-1



Amended K-1 L



Recourse Analysis of capital account:



Type of Partner G H I J

15



X

17



Gen or LLC member-mgr Domestic partner

19



16 18



Limited or other LLC member Foreign partner



Beginning capital account Capital contributed during the year: Gain recognized on contributed property



29



8541

30 31



X



Partner's type of entity Partner's % Profit Loss Capital



INDIVIDUAL

Before Change

20 21



Year End



Cash contributed Adjusted basis of property contributed Current year increase (decrease) Withdrawals/distributions

35



2946

32 33 34 36



23.75

22



23.75

23



23.75

24



23.75

25



23.75

4 Guaranteed payments 2007 Amount Code



23.75



Part III - K1 Direct Entries Part III - K1 Overrides K1 3-5 2 3 5 Rental real estate Other rental income Interest income 1 Ordinary income/loss



13L Medical l Insurance 2007 Amount Code 13 Other deductions

60 62 64 66 68 70 72 74



2008 Amount

37 38 39 40 41 42 43 44 45 46 47 48



2008 Amount

61 63 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 99 101 PK1.LD



6a Ordinary dividends 6b Qualified dividends 7 8 Royalties



Short-term capital gain (loss) 9a Long-term capital gain (loss) 9b Collectibles (28%) 9c Unrecaptured section 1250 gain 10 11 1231 gain (loss) Other income/Loss

49 51 53 55 57



14



SE earnings (loss)



76 78 80



15 Credits



82 84 86 88 90



50 52 54 56 58 59



18 Tax-exempt income and non-deductible expenses



92 94 96



12



Section 179 deduction



19 Distributions



98 100



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 K1 - Partner's Share of Inc, Cr, Ded, Etc

E F ID Number Name FBO/DBA Address City

1



CHURA RETIREMENT LLC

Resident state Phone number Foreign Address Info: Province 11 Foreign Country Postal Code K Partner's share of liabilities at year end Nonrecourse Qualified nonrecourse

10 9



33-1146566

8



085686906

2



IN



NANCY R CHURA

3 4



8835 WOODSTEAM DRIVE

5



12



FORT WAYNE

6 7



U.S. Address Only: State, ZIP



26 27 28



IN



46804

14



Check applicable if required

13



Final K-1



Amended K-1 L



Recourse Analysis of capital account:



Type of Partner G H I J

15



X

17



Gen or LLC member-mgr Domestic partner

19



16 18



Limited or other LLC member Foreign partner



Beginning capital account Capital contributed during the year: Gain recognized on contributed property



29



9541

30 31



X



Partner's type of entity Partner's % Profit Loss Capital



INDIVIDUAL

Before Change

20 21



Year End



Cash contributed Adjusted basis of property contributed Current year increase (decrease) Withdrawals/distributions

35



2946

32 33 34 36



23.75

22



23.75

23



23.75

24



23.75

25



23.75

4 Guaranteed payments 2007 Amount Code



23.75



Part III - K1 Direct Entries Part III - K1 Overrides K1 3-5 2 3 5 Rental real estate Other rental income Interest income 1 Ordinary income/loss



13L Medical l Insurance 2007 Amount Code 13 Other deductions

60 62 64 66 68 70 72 74



2008 Amount

37 38 39 40 41 42 43 44 45 46 47 48



2008 Amount

61 63 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 99 101 PK1.LD



6a Ordinary dividends 6b Qualified dividends 7 8 Royalties



Short-term capital gain (loss) 9a Long-term capital gain (loss) 9b Collectibles (28%) 9c Unrecaptured section 1250 gain 10 11 1231 gain (loss) Other income/Loss

49 51 53 55 57



14



SE earnings (loss)



76 78 80



15 Credits



82 84 86 88 90



50 52 54 56 58 59



18 Tax-exempt income and non-deductible expenses



92 94 96



12



Section 179 deduction



19 Distributions



98 100



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 K1 - Partner's Share of Inc, Cr, Ded, Etc

E F ID Number Name FBO/DBA Address City

1



CHURA RETIREMENT LLC

Resident state Phone number Foreign Address Info: Province 11 Foreign Country Postal Code K Partner's share of liabilities at year end Nonrecourse Qualified nonrecourse

10 9



33-1146566

8



237536845

2



NC



FLORINDA MICHELL SPIES

3 4



1057 BRASSTOWN ROAD

5



12



MURPHY

6 7



U.S. Address Only: State, ZIP



26 27 28



NC



28906

14



Check applicable if required

13



Final K-1



Amended K-1 L



Recourse Analysis of capital account:



Type of Partner G H I J

15



X

17



Gen or LLC member-mgr Domestic partner

19



16 18



Limited or other LLC member Foreign partner



Beginning capital account Capital contributed during the year: Gain recognized on contributed property



29



X



Partner's type of entity Partner's % Profit Loss Capital



30 31 32 33 34 36



INDIVIDUAL

Before Change

20 21



Year End



Cash contributed Adjusted basis of property contributed Current year increase (decrease) Withdrawals/distributions

35



5.0

22



5.0

23



5.0

24



5.0

25



5.0

4 Guaranteed payments 2007 Amount Code



5.0



Part III - K1 Direct Entries Part III - K1 Overrides K1 3-5 2 3 5 Rental real estate Other rental income Interest income 1 Ordinary income/loss



13L Medical l Insurance 2007 Amount Code 13 Other deductions

60 62 64 66 68 70 72 74



2008 Amount

37 38 39 40 41 42 43 44 45 46 47 48



2008 Amount

61 63 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 99 101 PK1.LD



6a Ordinary dividends 6b Qualified dividends 7 8 Royalties



Short-term capital gain (loss) 9a Long-term capital gain (loss) 9b Collectibles (28%) 9c Unrecaptured section 1250 gain 10 11 1231 gain (loss) Other income/Loss

49 51 53 55 57



14



SE earnings (loss)



76 78 80



15 Credits



82 84 86 88 90



50 52 54 56 58 59



18 Tax-exempt income and non-deductible expenses



92 94 96



12



Section 179 deduction



19 Distributions



98 100



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 Sch L - Balance Sheet - Assets

1 Cash



CHURA RETIREMENT LLC

(a) Beginning of year (b)

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 32 33 27 28 29 30 19 20



33-1146566

(c) End of year

18



(d)



2a Trade notes and accounts receivable b Less allowance for bad debts 3 4 5 6 L 4-1 8 Other investments 9a Depreciable assets b Accummulated depreciation 10a Depletable assets b Accumulated depletion 11 Land 7 Inventories U.S. government securities Tax-exempt securities Other current assets Mortgage/real estate loans



21 22 23 24 25 26



31



12a Intangible assets b Accumulated amortization 13 Other assets



34



Sch L - Liabilities & Partners' Capital

(a) 15 16 17 18 L2 4-2 20 21 Other liabilities Partners' capital accounts 19 Accounts payable Payables less than 1 year Other current liabilities All nonrecourse loans Payables more than 1 year Beginning of year (b)

1 2 3 4 5 6 7



(c)



End of year

8 9 10 11 12 13 14



(d)



For Sch K-1 Line K Total Liabilities to Partners Nonrecourse Qualified nonrecourse Recourse

15



140000

16 17 PL.LD



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 Subsidiary Schedule for the Balance Sheet

Select a line number and complete the columns below.



CHURA RETIREMENT LLC



33-1146566



A statement showing totals for each column will be prepared based on the information entered here. Totals are printed on the appropriate lines of Schedule L.



Lines with "Statement Required" indicated will produce a statement that is e-fileable. All other lines will produce a statement sheet (STMT) that is not e-filed. Line #

1 2



Description

3



Beginning of year

4



End of year



11



LAND

5 8



LAND

6



18827

7



LAND IMPROVEMENTS

9 11



17121

10 13 16 19 22 25 28 31 34 37 40 12 15 18 21 24 27 30 33 36 39



SCH2 4-3



14 17 20 23 26 29 32 35 38



Sch M-1 - Reconciliation of Income (Loss)

1 Net income per books is calculated based on the reconciling items entered below and the amount that carries automatically to line 9 of Schedule M-1 2 Income recorded on Schedule K but not on books: 4 Expenses recorded on books but not on Schedule K: M1 4-4 6 Income recorded on books but not on Schedule K: Other Tax-exempt interest Other 7 Deductions included on Schedule K but not charged against book income: Depreciation Other Other Depreciation

1 2 3 4 5 6 7



Sch M-2 - Analysis of Partner's Capital

2 Capital contributed during the year M2 4-5 4 Other increases 6 Distributions (a) Cash (b) Property 7 Other decreases

Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



(a) Cash (b) Property



1 2 3 4 5 6 PM.LD



2008 Subsidiary Schedule for the Balance Sheet

Select a line number and complete the columns below.



CHURA RETIREMENT LLC



33-1146566



A statement showing totals for each column will be prepared based on the information entered here. Totals are printed on the appropriate lines of Schedule L.



Lines with "Statement Required" indicated will produce a statement that is e-fileable. All other lines will produce a statement sheet (STMT) that is not e-filed. Line #

1 2



Description

3



Beginning of year

4 7



End of year



6



OTHER CURRENT ASSETS



(STM)

5 8



DEPOSITS TO BUILDER

6



WORK IN PROGRESS

9 11



148737

10 13 16 19 22 25 28 31 34 37 40 12 15 18 21 24 27 30 33 36 39



SCH2 4-3



14 17 20 23 26 29 32 35 38



Sch M-1 - Reconciliation of Income (Loss)

1 Net income per books is calculated based on the reconciling items entered below and the amount that carries automatically to line 9 of Schedule M-1 2 Income recorded on Schedule K but not on books: 4 Expenses recorded on books but not on Schedule K: M1 4-4 6 Income recorded on books but not on Schedule K: Other Tax-exempt interest Other 7 Deductions included on Schedule K but not charged against book income: Depreciation Other Other Depreciation

1 2 3 4 5 6 7



Sch M-2 - Analysis of Partner's Capital

2 Capital contributed during the year M2 4-5 4 Other increases 6 Distributions (a) Cash (b) Property 7 Other decreases

Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



(a) Cash (b) Property



1 2 3 4 5 6 PM.LD



2008 Subsidiary Schedule for the Balance Sheet

Select a line number and complete the columns below.



CHURA RETIREMENT LLC



33-1146566



A statement showing totals for each column will be prepared based on the information entered here. Totals are printed on the appropriate lines of Schedule L.



Lines with "Statement Required" indicated will produce a statement that is e-fileable. All other lines will produce a statement sheet (STMT) that is not e-filed. Line #

1 2



Description

3



Beginning of year

4



End of year



13



OTHER ASSETS



(STM)

5 8



UTILITY DEPOSITS

6 9



466

7 10 13 16 19 22 25 28 31 34 37 40



11



12 15 18 21 24 27 30 33 36 39



SCH2 4-3



14 17 20 23 26 29 32 35 38



Sch M-1 - Reconciliation of Income (Loss)

1 Net income per books is calculated based on the reconciling items entered below and the amount that carries automatically to line 9 of Schedule M-1 2 Income recorded on Schedule K but not on books: 4 Expenses recorded on books but not on Schedule K: M1 4-4 6 Income recorded on books but not on Schedule K: Other Tax-exempt interest Other 7 Deductions included on Schedule K but not charged against book income: Depreciation Other Other Depreciation

1 2 3 4 5 6 7



Sch M-2 - Analysis of Partner's Capital

2 Capital contributed during the year M2 4-5 4 Other increases 6 Distributions (a) Cash (b) Property 7 Other decreases

Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



(a) Cash (b) Property



1 2 3 4 5 6 PM.LD



2008 Subsidiary Schedule for the Balance Sheet

Select a line number and complete the columns below.



CHURA RETIREMENT LLC



33-1146566



A statement showing totals for each column will be prepared based on the information entered here. Totals are printed on the appropriate lines of Schedule L.



Lines with "Statement Required" indicated will produce a statement that is e-fileable. All other lines will produce a statement sheet (STMT) that is not e-filed. Line #

1 2



Description

3



Beginning of year

4



End of year



12A INTANGIBLE ASSETS

5 8



LOAN COSTS

6



1537

7



ORGANIZATIONAL COSTS

9



457

10



CONST LOAN COSTS

11



1863

12 15 18 21 24 27 30 33 36 39 13 16 19 22 25 28 31 34 37 40



SCH2 4-3



14 17 20 23 26 29 32 35 38



Sch M-1 - Reconciliation of Income (Loss)

1 Net income per books is calculated based on the reconciling items entered below and the amount that carries automatically to line 9 of Schedule M-1 2 Income recorded on Schedule K but not on books: 4 Expenses recorded on books but not on Schedule K: M1 4-4 6 Income recorded on books but not on Schedule K: Other Tax-exempt interest Other 7 Deductions included on Schedule K but not charged against book income: Depreciation Other Other Depreciation

1 2 3 4 5 6 7



Sch M-2 - Analysis of Partner's Capital

2 Capital contributed during the year M2 4-5 4 Other increases 6 Distributions (a) Cash (b) Property 7 Other decreases

Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



(a) Cash (b) Property



1 2 3 4 5 6 PM.LD



2008 Subsidiary Schedule for the Balance Sheet

Select a line number and complete the columns below.



CHURA RETIREMENT LLC



33-1146566



A statement showing totals for each column will be prepared based on the information entered here. Totals are printed on the appropriate lines of Schedule L.



Lines with "Statement Required" indicated will produce a statement that is e-fileable. All other lines will produce a statement sheet (STMT) that is not e-filed. Line #

1 2



Description

3



Beginning of year

4



End of year



20



OTHER LIABILITIES



(STM)

5 8



L/P MACON BANK

6 9



140000

7 10 13 16 19 22 25 28 31 34 37 40



11



12 15 18 21 24 27 30 33 36 39



SCH2 4-3



14 17 20 23 26 29 32 35 38



Sch M-1 - Reconciliation of Income (Loss)

1 Net income per books is calculated based on the reconciling items entered below and the amount that carries automatically to line 9 of Schedule M-1 2 Income recorded on Schedule K but not on books: 4 Expenses recorded on books but not on Schedule K: M1 4-4 6 Income recorded on books but not on Schedule K: Other Tax-exempt interest Other 7 Deductions included on Schedule K but not charged against book income: Depreciation Other Other Depreciation

1 2 3 4 5 6 7



Sch M-2 - Analysis of Partner's Capital

2 Capital contributed during the year M2 4-5 4 Other increases 6 Distributions (a) Cash (b) Property 7 Other decreases

Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



(a) Cash (b) Property



1 2 3 4 5 6 PM.LD



CHURA RETIREMENT LLC



33-1146566

Prior depr. Sec 179 Exp Sec 179 Exp Prior AMT Elected Allowed depr.

14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 33 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65



2008 Form 4562 - Depr for 1065, 8825, F, RENT

For

1



Multi

2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 3 3



Description of property

4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4



Date Acquired

5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5



Cost/Basis



Land cost

50 50



Meth

9 9 9 9



Life

10 10 10 10 11



Date sold



Prop type 66 67 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67



Sales price

68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68



Expense of sale



1065

1



CLOSING COST CONST 03-26-2007 1863 LOAN COSTS LAND

3



AMT 30 137

50 50



52

11



52

33



1065

1



11-01-2006 137 03-26-2007 1400 11-01-2006 9467 06-30-2007 7654



AMT 30 AMT 30



5

11



5

33



1065

1



POINTS CONST LOAN

3



39

11



39

33



1065

1



LAND IMPROVEMENTS

3



9467

50



SL

9



10

10



947

11



947

33



1065

1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1



LAND IMPROVEMENTS

3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3



7654

50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50



SL

9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 9



10

10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10



383

11 11 11 11 11 11 11 11 11 11 11 11 11 11 11 11



383

33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33



Valid Methods: For assets A purchased M AFTER 1980 ALT ARR ARP ALH ADS EXP Misc. SL SYD AMT ACRS or MACRS tangible property MACRS tangible property Alternative MACRS (150 DB election) Residential Rental (27.5 yr) Other Real Property (15,18,19,31.5,39.5 yr) Low Income Housing Property Alternative Depreciation System Section 179 Expense Election Straight Line Sum of the Years Digits Amortization For assets purchased BEFORE 1980 ONLY D DS DB DBS DD DDS 125% Declining Balance 125% Declining Balance with SL switch 150% Declining Balance 150% Declining Balance with SL switch 200% Declining Balance 200% Declining Balance with SL switch



Property Type Codes for 4797: 44 45 50 51 52 54 55 18 NL FA ID IC Section 1244 Stock Section 1245 Property Section 1250 Property Section 1251 Property Section 1252 Property Section 1254 Property Section 1255 Property Form 4797 line 18 entry Nonrecaptured Losses Farm Animal Intangible Drilling Involuntary Conversion See manual for others



4562 8-1



Listed Property Types: V X Luxury Vehicle Computers, property generally used for entertainment, recreation, or amusement, and cellular phones.



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



4562.LD



2008 Contact Information Screen

Company Information Consolidated Composite Member of a controlled group Multi-state Date established to do business within state Date business terminated within state State ID number Tax withholding account number Sales tax number Miscellaneous #1 Miscellaneous #2



CHURA RETIREMENT LLC



33-1146566



1 2 3 4 5 6 7 8 9 10 11



"Care of" and "Address" lines default to the information entered on screen 1 unless overrides are entered below. Registered Office Information Registered agent 2 15-1 Street address City, state, ZIP Principal Place of Business Care of Street address City, state, ZIP Books in care of Information Care of Street address City, state, ZIP Contact Information Name Title Street address City, state, ZIP E-mail ID number Telephone number

27 22 17 18 19 20 21 12 13 14



DEBORAH CHURA 9241 ESTERO RIVER CIRCLE

15 16



ESTERO



FL



33928



BATCH

23



3820 THIRD AVENUE NW

24 25 26



NAPLES DEBORAH CHURA

28



FL



34120-2728



MANAGING MEMBER

29



9241 ESTERO RIVER CIRCLE

30 31 32



ESTERO

33 34 35



FL



33928



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



PSTATE.LD



FOR TAX YEAR 2008

MED GENERAL USA LLC



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Partnership General Information

Name DBA or c/o Address City, state, ZIP County Foreign State/ Province Foreign Country 1 1-1 General Information A B C D E G Principal business activity Principal product or service Principal business code number Employer ID number Business start date Check applicable boxes:

17 20 1



MED GENERAL USA LLC

Other Information Suite # Resident state Misc code 1 Misc code 2 Invoice Number Preparer fee Firm # Preparer # Data entry op #

12



20-0785927



MED GENERAL USA LLC

2 3 4 6 7



27 28 29 30 31 32 33 34 35



1061 COLLIER CENTER WAY

5



1



NAPLES

8 9



FL 34110



COLLIER

10 11



Phone number



ENGINEERING

13



ERO #



MEDICAL DEVICES

14 15 16



339110 20-0785927 02-27-2004

18 21



If not a calendar year: Fiscal year begins Fiscal year ends

36 37



Initial return Address change



Final return Name change



19 22



Amended return Technical termination



X

H

23



Accounting method: Cash

24



X



Accrual



Other



25 26



I



Number of Schedules K-1 attached



Income and Deductions

Income 1 a Gross receipts or sales b Returns and allowances Deductions 9 10 3 1-2 11 12 13

15 1 2



Salaries and wages (other than to partners) Guaranteed payments to partners Partner's health insurance Repairs and maintenance Bad debts Rents



3 4 5



15



Interest expense



9



10032

10 11 12 13 14



16a Depreciation 16b Depreciation claimed on Sch A and elsewhere 17 Depletion (do not deduct oil and gas depletion) 18 19 Retirement plans, etc Employee benefit programs



1426

6



304

7 8



21055

16



Publicly traded partnership electing 3.5% tax



Gross income subject to 3.5% tax Form 1065, Schedule K - Most Common Items 5 6a 6b 13a Interest income Ordinary dividends Qualified dividends Contributions (50% only)



17 18 19 20



18c Nondeductible expenses Penalties and fines 19a Distributions of cash and marketable securities



21 22 23



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



PGEN.LD



2008 Other Income

Interest income on receivables Recoveries of bad debts deducted in earlier years INC 1-3 State tax refund (cash basis) Taxable income from insurance proceeds Other income (itemize) Section 481 adjustments



MED GENERAL USA LLC

1 2 3 4 5 6



20-0785927



33

1 2 3 4 5 6 7 8 9 10 11



Taxes and Licenses

1 State income taxes 2 State franchise taxes 3 City income taxes 4 City franchise taxes TAX 1-4 5 Local property taxes 6 Intangible property taxes 7 Payroll taxes 9 Foreign taxes paid 10 Occupancy taxes 11 Other miscellaneous taxes 12 Licenses

Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



50

PINC.LD



2008 Other Deductions

Accounting Advertising Automobile and truck expense Bank charges Cash short/over Cell phone Clean fuel vehicle deductions Commissions Computer Consulting Credit and collection costs Delivery DED 1-5 Discounts Dues and subscriptions Education and training Equipment rental/lease Freight Fuels Gifts Independent contractor Insurance (enter total if not using detail below) Building and equipment Liability Other insurance Workers' compensation Internet Janitorial

1



MED GENERAL USA LLC 2370

2



20-0785927

28



Laundry and cleaning Legal and professional Marketing Meals and entertainment 50% limit Meals and entertainment 75% limit Meals and entertainment 100% allowed Meetings Miscellaneous Office expense Outside services/subcontractors Parking fees and tolls Payroll processing expenses Permits and fees Postage/shipping Printing Recruiting Sales Security Software Supplies Telephone Tools Travel Uniforms Utilities Waste removal Other deductions (itemize)



1239

29



8

3



2067

30 31



4781

4



130

5 6 7 8 9



516

32 33 34 35



779

36



35

10 11 12 13 14



11

37 38 39 40 41



536

15 16 17 18 19 20 21 22 23 24 25 26



1543

42



417

43 44 45



294

46 47



888

48



2881

49



66

50



1527

51 52



2714

53 54



345

27



1198

PDED.LD



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 A - Cost of Goods Sold

1 2 3 4 A 2-1 b c

12 13



MED GENERAL USA LLC

1 2 3 4



20-0785927

5 6 7



Inventory at beginning of year Purchases less cost of items withdrawn for personal use Cost of labor Additional section 263A costs



5 5 7



Other costs - depreciation Other costs - excluding depreciation Inventory at end of year



9 a Methods used for valuing inventory:

8



Cost



9



Lower of cost or market



10



Other



11



Check this box if there was a write-down of subnormal goods Check this box if LIFO was adopted this tax year Yes

14 16



No

15 17



d Do the rules of section 263A apply to this partnership? e Was there any change in determining inventories? If yes, explain:

18



2008 B - Other Information

Type of Entity: 1

1 3 5



X



Domestic general partnership Domestic LLC Foreign partnership



2 4 6



Domestic limited partnership Domestic limited liability partnership Other:

7



Yes

8 10 12 9



No



2 5 6 7 8 9 10



Was any partner in the partnership a disregarded entity, a partnership, a trust, an S corporation, an estate or a nominee or similar person? Did the partnership file Form 8893, or an election statement under section 6231(a)(1)(B)(ii)? Does this partnership meet all requirements listed for question 6 of Form 1065? Is this partnership a publicly traded partnership? Did partnership have any debt that was cancelled, forgiven, or had terms modified so as to reduce principal amount of debt? Has partnership filed, or is it required to file Form 8918? Did partnership have an interest in a foreign account? If "Yes," enter foreign country

22



11



X

13 15



X

14 16 18 20



X

17 19 21



X

23 25 27 29 24



11 B 2-2 12a



Was partnership grantor of or transferor to a foreign trust? Is the partnership making, or had it previously made (and not revoked), a Section 754 election?



X

26 28 30



12b Did partnership make for this tax year an optional basis adjustment under Section 743(b) or 734(b)? 12c 13 14 15 16 Is the partnership required to adjust the basis of partnership assets because of substantial built-in loss or substantial basis reduction? 31 Check this box if, during the current or prior tax year, the partnership distributed any property received in a like-kind exchange or contributed to another entity Did the partnership distribute to any partner a tenacy-in-common or other undivided interest in partnership property? If the partnership is required to file Form 8858, enter the number of Forms 8858 attached Does this partnership have any foreign partners? If "Yes," enter number of Forms 8805, filed for this partnership 17 Enter the number of Forms 8865 attached to this return Partner Number Tax Matters Partner City Name Address

39



32 34 35 37 38



33



36



X



1

41 42 43



SSN



40



US Address ONLY: State, ZIP

46 47



44



45 48



Foreign Address ONLY: Province/State, Country, Postal Code E-mail address Phone Number

49 50



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



PAB.LD



2008 Sch B - Lines 3a & 3b

3a



MED GENERAL USA LLC



20-0785927



Enter the info below if any foreign or domestic corporation, partnership (including any entity treated as a partnership), or trust owned, directly or indirectly, an interest of 50% or more in profit, loss or capital of the partnership. Country of Max % Name of Entity EIN Type of Entity Organization owned

1 6 11 16 2 7 12 17 22 3 8 13 18 23 4 9 14 19 24 5 10 15 20 25



B 2-3



21



3b



Enter the information below if any individual or estate owned, directly or indirectly, an interest of 50% or more in the profit, loss or capital of the partnership. Country of Name of the Individual or Estate ID # Citizenship

27 32 37 42 47 28 33 38 43 48



Max % owned

30 35 40 45 50



26 31 36 41 46



an individual an individual an individual an individual an individual



29 34 39 44 49



Schedule K - Lines 4a & 4b

Enter the information below if the partnership owned directly 20% or more, or owned directly or indirectly 50% or more of the total voting power of all classes of stock entitled to vote of any foreign or domestic corporation? Country of % owned in Name of Corporation EIN Incorporation voting stock 4a

1 5 9 13 2 6 10 14 18 3 7 11 15 19 4 8 12 16 20



B 2-4

17



4b



Enter the info. below if the partnership owned directly an interest of 20% or more, or owned directly or indirectly, an interest of 50% or more in profit, loss, or capital in any foreign or domestic partnership (including an entity treated as a partnership) or in the beneficial int. of a trust. Country of Max % Name of Entity EIN Type of Entity Organization owned

22 27 32 37 42 23 28 33 38 43 24 29 34 39 44 25 30 35 40 45 PAB.LD2



21 26 31 36 41 Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 K - Alt Minimum Tax Items & Other Info

Alternative Minimum Tax Items Post-1986 17A adjustmentdepreciation 17B Adjusted gain or loss 17C Depletion (other than oil and gas) 17D Oil, gas, geothermal gross income 17E Oil, gas, geothermal deductions 17F Other AMT items Other Information KB 3-3 18A Federal tax-exempt interest State tax-exempt interest Other tax-exempt interest 18B Other tax-exempt income 18C Nondeductible expenses Penalties and fines 19A Distributions of cash & marketable securities 19B Distributions of other property 19C Distributions subject to sec 737 20A Investment income 20B Investment expenses

7 8 9 10 11 12 13 1 2 3 4 5 6



MED GENERAL USA LLC

20C to 20X - Other items and amounts C D E F G H I J K L Fuel tax credit Qualfied rehab expenditures (other than real estate) Basis of energy property Recapture of low-income housing (42(j)(5)) Recapture of low-income housing (other) Recapt of investment credit Recapture of other credits Look-back interest long-term contracts Look-back interest income forecast Dispositions of prop with sec 179 ded



20-0785927



18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39



M Recapture of sec 179 ded N O P Q R S T U V Interest expense for corporate partners Section 453(I)(3) info Section 453A(c) info Section 1260(b) info Interest allocable to production expenditures CCF nonqual withdrawals Information for depletion oil & gas Reforestation costs Unrelated bus taxable income



31011

14 15 16 17



W Precontribution gain (loss) X Other information



K - Analysis of Net Income

2 Analysis by type of partner (a) Corporate KC 3-4 a General b Limited

1 7 2 8



(b) Individual Active

3 9



(b) Individual Passive

4 10



(c) Partnership

5 11



(d) Exempt Org

6 12



(e) Nominee Other



Date of Change of Ownership Date #1 Date #2 Date #3 Date #4

13 14 15 16



If there are four or fewer dates on which partners had a change of ownership transaction, the weighted average K-1 percentage for each partner can be calculated by entering dates here and the number of shares on each K-1 screen. The K-1 screen has an override percentage.

PK.LD3



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 K1 - Partner's Share of Inc, Cr, Ded, Etc

E F ID Number Name FBO/DBA Address City

1



MED GENERAL USA LLC

Resident state Phone number Foreign Address Info: Province 11 Foreign Country Postal Code K Partner's share of liabilities at year end Nonrecourse Qualified nonrecourse

10 9



20-0785927

8



265685494

2



FL



JACK KLOOTZ

3 4



6005 PINNACLE LANE

5



402



12



NAPLES

6 7



U.S. Address Only: State, ZIP



26 27 28



FL



34110

14



Check applicable if required

13



Final K-1



Amended K-1 L



Recourse Analysis of capital account:



167000

29



Type of Partner G H I J

15



X

17



Gen or LLC member-mgr Domestic partner

19



16 18



Limited or other LLC member Foreign partner



Beginning capital account Capital contributed during the year: Gain recognized on contributed property



-34695

30 31



X



Partner's type of entity Partner's % Profit Loss Capital



INDIVIDUAL

Before Change

20 21



Year End



Cash contributed Adjusted basis of property contributed Current year increase (decrease) Withdrawals/distributions

35



17588

32 33 34



67.1875

22



67.1875

23



67.1875

24



67.1875

25



28.73520

4 Guaranteed payments 2007 Amount Code



28.7325 1426

2008 Amount

37 38 39 40 41 42 43 44 45 46 47 48 49 51 53 55 57 50 52 54 56 58 59



31011

36



Part III - K1 Direct Entries Part III - K1 Overrides K1 3-5 2 3 5 Rental real estate Other rental income Interest income 1 Ordinary income/loss



13L Medical l Insurance



1426

2008 Amount

61 63 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 99 101 PK1.LD 60



2007 Amount Code 13 Other deductions



22592



G

62 64 66 68 70 72 74



6a Ordinary dividends 6b Qualified dividends 7 8 Royalties



Short-term capital gain (loss) 9a Long-term capital gain (loss) 9b Collectibles (28%) 9c Unrecaptured section 1250 gain 10 11 1231 gain (loss) Other income/Loss



14



SE earnings (loss)



76 78 80



15 Credits



82 84 86 88 90



18 Tax-exempt income and non-deductible expenses



92 94 96



12



Section 179 deduction



19 Distributions



98



31011



A

100



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 K1 - Partner's Share of Inc, Cr, Ded, Etc

E F ID Number Name FBO/DBA Address City

1



MED GENERAL USA LLC

Resident state Phone number Foreign Address Info: Province 11 Foreign Country Postal Code K Partner's share of liabilities at year end Nonrecourse Qualified nonrecourse

10 9



20-0785927

8



301783551

2



FL



PAUL MCCREIGHT

3 4



3240 RUBY RED DRIVE

5



12



NAPLES

6 7



U.S. Address Only: State, ZIP



26 27 28



FL



34110

14



Check applicable if required

13



Final K-1



Amended K-1 L



Recourse Analysis of capital account:



Type of Partner G H I J

15 17



Gen or LLC member-mgr Domestic partner

19



16



X

18



Limited or other LLC member Foreign partner



Beginning capital account Capital contributed during the year: Gain recognized on contributed property



29



-6277

30 31 32 33 34 36



X



Partner's type of entity Partner's % Profit Loss Capital



INDIVIDUAL

Before Change

20 21



Year End



Cash contributed Adjusted basis of property contributed Current year increase (decrease) Withdrawals/distributions

35



3.125

22



3.125

23



3.125

24



3.125

25



Part III - K1 Direct Entries Part III - K1 Overrides K1 3-5 2 3 5 Rental real estate Other rental income Interest income 1 Ordinary income/loss



4 Guaranteed payments 2007 Amount Code

37 38 39 40 41 42 43 44 45 46 47 48 49 51 53 55 57 50 52 54 56 58 59



13L Medical l Insurance 2007 Amount Code 13 Other deductions

60 62 64 66 68 70 72 74



2008 Amount



2008 Amount

61 63 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 99 101 PK1.LD



6a Ordinary dividends 6b Qualified dividends 7 8 Royalties



Short-term capital gain (loss) 9a Long-term capital gain (loss) 9b Collectibles (28%) 9c Unrecaptured section 1250 gain 10 11 1231 gain (loss) Other income/Loss



14



SE earnings (loss)



76 78 80



15 Credits



82 84 86 88 90



18 Tax-exempt income and non-deductible expenses



92 94 96



12



Section 179 deduction



19 Distributions



98



A

100



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 K1 - Partner's Share of Inc, Cr, Ded, Etc

E F ID Number Name FBO/DBA Address City

1



MED GENERAL USA LLC

Resident state Phone number Foreign Address Info: Province 11 Foreign Country Postal Code K Partner's share of liabilities at year end Nonrecourse Qualified nonrecourse

10 9



20-0785927

8



274602815

2



MA



SCHINKEL & ASSOCIATES

3 4



42 8TH STREET - SUITE 1523

5



12



CHARLESTOWN

6 7



U.S. Address Only: State, ZIP



26 27 28



MA



02129

14



Check applicable if required

13



Final K-1



Amended K-1 L



Recourse Analysis of capital account:



Type of Partner G H I J

15 17



Gen or LLC member-mgr Domestic partner

19



16



X

18



Limited or other LLC member Foreign partner



Beginning capital account Capital contributed during the year: Gain recognized on contributed property



29



1106

30 31 32 33 34 36



X



Partner's type of entity Partner's % Profit Loss Capital



INDIVIDUAL

Before Change

20 21



Year End



Cash contributed Adjusted basis of property contributed Current year increase (decrease) Withdrawals/distributions

35



1.5625

22



1.5625

23



1.5625

24



1.5625

25



2.993516

4 Guaranteed payments 2007 Amount Code



2.993516



Part III - K1 Direct Entries Part III - K1 Overrides K1 3-5 2 3 5 Rental real estate Other rental income Interest income 1 Ordinary income/loss



13L Medical l Insurance 2007 Amount Code 13 Other deductions

60 62 64 66 68 70 72 74



2008 Amount

37 38 39 40 41 42 43 44 45 46 47 48



2008 Amount

61 63 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 99 101 PK1.LD



6a Ordinary dividends 6b Qualified dividends 7 8 Royalties



Short-term capital gain (loss) 9a Long-term capital gain (loss) 9b Collectibles (28%) 9c Unrecaptured section 1250 gain 10 11 1231 gain (loss) Other income/Loss

49 51 53 55 57



14



SE earnings (loss)



76 78 80



15 Credits



82 84 86 88 90



50 52 54 56 58 59



18 Tax-exempt income and non-deductible expenses



92 94 96



12



Section 179 deduction



19 Distributions



98



A

100



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 K1 - Partner's Share of Inc, Cr, Ded, Etc

E F ID Number Name FBO/DBA Address City

1



MED GENERAL USA LLC

Resident state Phone number Foreign Address Info: Province 11 Foreign Country Postal Code K Partner's share of liabilities at year end Nonrecourse Qualified nonrecourse

10 9



20-0785927

8



349443759

2



MA



MAJID BUYUK MD

3 4



17 BAY STATE ROAD PH

5



12



BOSTON

6 7



U.S. Address Only: State, ZIP



26 27 28



MA



02215

14



Check applicable if required

13



Final K-1



Amended K-1 L



Recourse Analysis of capital account:



Type of Partner G H I J

15 17



Gen or LLC member-mgr Domestic partner

19



16



X

18



Limited or other LLC member Foreign partner



Beginning capital account Capital contributed during the year: Gain recognized on contributed property



29



20657

30 31 32 33 34 36



X



Partner's type of entity Partner's % Profit Loss Capital



INDIVIDUAL

Before Change

20 21



Year End



Cash contributed Adjusted basis of property contributed Current year increase (decrease) Withdrawals/distributions

35



3.125

22



3.125

23



3.125

24



3.125

25



Part III - K1 Direct Entries Part III - K1 Overrides K1 3-5 2 3 5 Rental real estate Other rental income Interest income 1 Ordinary income/loss



4 Guaranteed payments 2007 Amount Code

37 38 39 40 41 42 43 44 45 46 47 48 49 51 53 55 57 50 52 54 56 58 59



13L Medical l Insurance 2007 Amount Code 13 Other deductions

60 62 64 66 68 70 72 74



2008 Amount



2008 Amount

61 63 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 99 101 PK1.LD



6a Ordinary dividends 6b Qualified dividends 7 8 Royalties



Short-term capital gain (loss) 9a Long-term capital gain (loss) 9b Collectibles (28%) 9c Unrecaptured section 1250 gain 10 11 1231 gain (loss) Other income/Loss



14



SE earnings (loss)



76 78 80



15 Credits



82 84 86 88 90



18 Tax-exempt income and non-deductible expenses



92 94 96



12



Section 179 deduction



19 Distributions



98



A

100



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 K1 - Partner's Share of Inc, Cr, Ded, Etc

E F ID Number Name FBO/DBA Address City

1



MED GENERAL USA LLC

Resident state Phone number Foreign Address Info: Province 11 Foreign Country Postal Code K Partner's share of liabilities at year end Nonrecourse Qualified nonrecourse

10 9



20-0785927

8



419462577

2



MA



BARBARA STEPHENS

3 4



4 MARC DRIVE - C2

5



12



PLYMOUTH

6 7



U.S. Address Only: State, ZIP



26 27 28



MA



02360

14



Check applicable if required

13



Final K-1



Amended K-1 L



Recourse Analysis of capital account:



Type of Partner G H I J

15 17



Gen or LLC member-mgr Domestic partner

19



16



X

18



Limited or other LLC member Foreign partner



Beginning capital account Capital contributed during the year: Gain recognized on contributed property



29



13102

30 31 32 33 34 36



X



Partner's type of entity Partner's % Profit Loss Capital



INDIVIDUAL

Before Change

20 21



Year End



Cash contributed Adjusted basis of property contributed Current year increase (decrease) Withdrawals/distributions

35



25

22



25

23



25

24



25

25



Part III - K1 Direct Entries Part III - K1 Overrides K1 3-5 2 3 5 Rental real estate Other rental income Interest income 1 Ordinary income/loss



4 Guaranteed payments 2007 Amount Code

37 38 39 40 41 42 43 44 45 46 47 48 49 51 53 55 57 50 52 54 56 58 59



13L Medical l Insurance 2007 Amount Code 13 Other deductions

60 62 64 66 68 70 72 74



2008 Amount



2008 Amount

61 63 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 99 101 PK1.LD



6a Ordinary dividends 6b Qualified dividends 7 8 Royalties



Short-term capital gain (loss) 9a Long-term capital gain (loss) 9b Collectibles (28%) 9c Unrecaptured section 1250 gain 10 11 1231 gain (loss) Other income/Loss



14



SE earnings (loss)



76 78 80



15 Credits



82 84 86 88 90



18 Tax-exempt income and non-deductible expenses



92 94 96



12



Section 179 deduction



19 Distributions



98



A

100



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 Sch L - Balance Sheet - Assets

1 Cash



MED GENERAL USA LLC

(a) Beginning of year (b)

1 2 3 4 5 6 7 8 9 10 27 28 29 30 14 15 32 33 17



20-0785927

(c) End of year

18 19 20 21 22 23 24 25 26



(d)



1738



2a Trade notes and accounts receivable b Less allowance for bad debts 3 4 5 6 L 4-1 8 Other investments 9a Depreciable assets b Accummulated depreciation 10a Depletable assets b Accumulated depletion 11 Land 7 Inventories U.S. government securities Tax-exempt securities Other current assets Mortgage/real estate loans



90818

11 12 13



64772



31



12a Intangible assets b Accumulated amortization 13 Other assets



25601

16



4444

34



Sch L - Liabilities & Partners' Capital

(a) 15 16 17 18 L2 4-2 20 21 Other liabilities Partners' capital accounts 19 Accounts payable Payables less than 1 year Other current liabilities All nonrecourse loans Payables more than 1 year Beginning of year (b)

1 2 3 4 5 6 7



(c)



End of year

8 9 10 11 12 13 14



(d)



For Sch K-1 Line K Total Liabilities to Partners Nonrecourse Qualified nonrecourse Recourse

15 16 17 PL.LD



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 Subsidiary Schedule for the Balance Sheet

Select a line number and complete the columns below.



MED GENERAL USA LLC



20-0785927



A statement showing totals for each column will be prepared based on the information entered here. Totals are printed on the appropriate lines of Schedule L.



Lines with "Statement Required" indicated will produce a statement that is e-fileable. All other lines will produce a statement sheet (STMT) that is not e-filed. Line #

1 2



Description

3



Beginning of year

4



End of year



20



OTHER LIABILITIES



(STM)

5 8



LINE OF CREDIT

6



167000

7



NOTES PAYABLE

9



15000

10



CAPITAL LEASE

11



4483

12 15 18 21 24 27 30 33 36 39 13 16 19 22 25 28 31 34 37 40



SCH2 4-3



14 17 20 23 26 29 32 35 38



Sch M-1 - Reconciliation of Income (Loss)

1 Net income per books is calculated based on the reconciling items entered below and the amount that carries automatically to line 9 of Schedule M-1 2 Income recorded on Schedule K but not on books: 4 Expenses recorded on books but not on Schedule K: M1 4-4 6 Income recorded on books but not on Schedule K: Other Tax-exempt interest Other 7 Deductions included on Schedule K but not charged against book income: Depreciation Other Other Depreciation

1 2 3 4 5 6 7



Sch M-2 - Analysis of Partner's Capital

2 Capital contributed during the year M2 4-5 4 Other increases 6 Distributions (a) Cash (b) Property 7 Other decreases

Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



(a) Cash (b) Property



1 2 3 4 5 6 PM.LD



2008 Subsidiary Schedule for the Balance Sheet

Select a line number and complete the columns below.



MED GENERAL USA LLC



20-0785927



A statement showing totals for each column will be prepared based on the information entered here. Totals are printed on the appropriate lines of Schedule L.



Lines with "Statement Required" indicated will produce a statement that is e-fileable. All other lines will produce a statement sheet (STMT) that is not e-filed. Line #

1 2



Description

3



Beginning of year

4



End of year



13



OTHER ASSETS



(STM)

5 8



INVENTORY PROTOTYPE

6 9



42576

7 10 13 16 19 22 25 28 31 34 37 40



11



12 15 18 21 24 27 30 33 36 39



SCH2 4-3



14 17 20 23 26 29 32 35 38



Sch M-1 - Reconciliation of Income (Loss)

1 Net income per books is calculated based on the reconciling items entered below and the amount that carries automatically to line 9 of Schedule M-1 2 Income recorded on Schedule K but not on books: 4 Expenses recorded on books but not on Schedule K: M1 4-4 6 Income recorded on books but not on Schedule K: Other Tax-exempt interest Other 7 Deductions included on Schedule K but not charged against book income: Depreciation Other Other Depreciation

1 2 3 4 5 6 7



Sch M-2 - Analysis of Partner's Capital

2 Capital contributed during the year M2 4-5 4 Other increases 6 Distributions (a) Cash (b) Property 7 Other decreases

Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



(a) Cash (b) Property



1 2 3 4 5 6 PM.LD



2008 Subsidiary Schedule for the Balance Sheet

Select a line number and complete the columns below.



MED GENERAL USA LLC



20-0785927



A statement showing totals for each column will be prepared based on the information entered here. Totals are printed on the appropriate lines of Schedule L.



Lines with "Statement Required" indicated will produce a statement that is e-fileable. All other lines will produce a statement sheet (STMT) that is not e-filed. Line #

1 2



Description

3



Beginning of year

4



End of year



6



OTHER CURRENT ASSETS



(STM)

5 8



DEPOSITS

6 9



1873

7 10 13 16 19 22 25 28 31 34 37 40



11



12 15 18 21 24 27 30 33 36 39



SCH2 4-3



14 17 20 23 26 29 32 35 38



Sch M-1 - Reconciliation of Income (Loss)

1 Net income per books is calculated based on the reconciling items entered below and the amount that carries automatically to line 9 of Schedule M-1 2 Income recorded on Schedule K but not on books: 4 Expenses recorded on books but not on Schedule K: M1 4-4 6 Income recorded on books but not on Schedule K: Other Tax-exempt interest Other 7 Deductions included on Schedule K but not charged against book income: Depreciation Other Other Depreciation

1 2 3 4 5 6 7



Sch M-2 - Analysis of Partner's Capital

2 Capital contributed during the year M2 4-5 4 Other increases 6 Distributions (a) Cash (b) Property 7 Other decreases

Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



(a) Cash (b) Property



1 2 3 4 5 6 PM.LD



2008 Form 4562 Direct Entries Part 1

For:

1



MED GENERAL USA LLC



20-0785927



1065

2



(1065, 8825, F, RENT) PART I (1-999; 1 is assumed if left blank)



Multi-form code:



Part I - Election to Expense (Section 179) 1 Maximum amount if greater than $125,000 limit 6 8-2 2 Total cost of section 179 property placed in service in 2008 6 (a) Description of property

6 9 7 10 3 4



(b) Cost

8



(c) Elected cost



11 12



10 Carryover of disallowed deduction from prior year Business Income Limitation Worksheet 18 Total business income



28



Form 4562 Direct Entries Part 2 & 3

For: Multi-form code:

1 2



(1065, 8825, F, RENT) Part II and Part III (1-999; 1 is assumed if left blank)



Part II - Special Deduction Allowance and Other Depreciation 14 15 16 Special depreciation allowance for certain property Property subject to section 168(f)(1) election ACRS and/or other depreciation

3 4 5



Part III - MACRS depreciation for assets placed in service in the current year 17 18 7 8-3 19 a Classification a 3-year property b 5-year property c 7-year property d 10-year property e 15-year property f 20-year property b Date

8 13 18 23 28 33 38 41 44 47 50 42 45 48 51 54 58 61 62 52 55 56



MACRs deductions for assets placed in service in prior years Section 168(i)(4) election c Basis d Rec Per e Conv

9 14 19 24 29 34 10 15 20 25 30 35



6



14384

7



f Method

11 16 21 26 31 36 12 17 22 27 32 37



g Deduction



g 25-year property h Residential rental property i Nonresidential rental property 20 a Class life b 12-year c 40-year



25 27.5 27.5 39



39



SL MM MM MM MM SL SL SL SL SL SL MM SL



40 43 46 49 53 57 60 63 4562DE.LD



12 40



59



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 Form 4562 Direct Entries Part 4, 5B & 6

For: Multi-form code:

1 2



MED GENERAL USA LLC



20-0785927



(1065, 8825, F, RENT) Part IV, Part V, Part VI (1-999; 1 is assumed if left blank)



PART IV - Summary 23 Portion of basis of current-year assets attributable to section 263A costs

3



PART V - Listed Property (Section A - Depreciation) 24a Evidence to support deduction? 25 26 a b c d e 8 8-4 f g h i 27 a b c d e f g h Type of property Date placed in service Business use percentage Cost or other basis Basis for depreciation Recovery period Method/convention Depreciation deduction

36 37 38 39 40 41 44 45 46 47 48 49 42 52 53 54 55 56 57 50 4



Yes



5



No



24b



Is it written?



6



Yes



7



No

8



Special depreciation allowance



Type of property Date placed in service Business use percentage Cost or other basis Basis for depreciation Recovery period Method/convention Depreciation deduction Elected section 179 cost



9 10 11 12 13 14 15 16 17



18 19 20 21 22 23 24 25 26



27 28 29 30 31 32 33 34 35



S/L 43



S/L 51



S/L 59



58



PART VI - Amortization 42

60 66



a Description

61 67



b Date

62 68



c Amount

63 69



d Code

64 70



e%

65 71 72



f Deduction



43



Amortization of costs that began in prior years



2003

4562DE.LD2



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



MED GENERAL USA LLC



20-0785927



OTHER EXPENSES

2007 Amount

3



Description

2



2008 Amount



SECRETARIAL SERVICE

4



949

5



OFFICE EQUIPMENT

6



131

7



LOAN COSTS

8 10 12 14 16 18 20 22 24



118

9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



MED GENERAL USA LLC



20-0785927



INTANGIBLE ASSETS

2007 Amount

3



Description

2



2008 Amount



ORGANIZATIONAL COST

4



2247

5



PATENT COST

6 8 10 12 14 16 18 20 22 24



23354

7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



MED GENERAL USA LLC



20-0785927



FIXED ASSETS BALANCE SHEET

2007 Amount

3



Description

2



2008 Amount



COMPUTER & EQUIPMENT

4



68918

5



FURNITURE

6



21077

7



SIGNS

8 10 12 14 16 18 20 22 24



823

9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



MED GENERAL USA LLC



20-0785927



OTHER INCOME

2007 Amount

3



Description

2



2008 Amount



INTEREST UTILITY DEPOSIT

4 6 8 10 12 14 16 18 20 22 24



33

5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



MED GENERAL USA LLC



20-0785927



SCHEDULE K-1, LINE K - PTNR'S SHARE OF LIAB: OTHER

2007 Amount

3



Description

2



2008 Amount



ROYAL PALM LINE OF CREDIT

4 6 8 10 12 14 16 18 20 22 24



167000

5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

MOUNTAINSIDE RETIREMENT LLC



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Partnership General Information

Name DBA or c/o Address City, state, ZIP County Foreign State/ Province Foreign Country 1 1-1 General Information A B C D E G Principal business activity Principal product or service Principal business code number Employer ID number Business start date Check applicable boxes:

17 20 1 2 3



MOUNTAINSIDE RETIREMENT LLC

Other Information Suite #

4 6 7



06-1795964



MOUNTAINSIDE RETIREMENT LLC 9241 ESTERO RIVER CIRCLE

5



Resident state Misc code 1 Misc code 2 Invoice Number Preparer fee Firm # Preparer # Data entry op #



27 28 29 30 31 32 33 34 35



ESTERO

8 9



FL 33928



LEE

10 11



Phone number



12



INVESTMENT

13



ERO #



REAL ESTATE

14 15 16



531390 06-1795964 11-01-2006

18 21



If not a calendar year: Fiscal year begins Fiscal year ends

36 37



Initial return Address change



Final return Name change



19 22



Amended return Technical termination



H



Accounting method:

23



Cash



24



Accrual



Other



25 26



I



Number of Schedules K-1 attached



Income and Deductions

Income 1 a Gross receipts or sales b Returns and allowances Deductions 9 10 3 1-2 11 12 13

15 1 2



Salaries and wages (other than to partners) Guaranteed payments to partners Partner's health insurance Repairs and maintenance Bad debts Rents Publicly traded partnership electing 3.5% tax



3 4 5 6 7 8



15



Interest expense



9 10 11 12 13 14



16a Depreciation 16b Depreciation claimed on Sch A and elsewhere 17 Depletion (do not deduct oil and gas depletion) 18 19 Retirement plans, etc Employee benefit programs



Gross income subject to 3.5% tax Form 1065, Schedule K - Most Common Items 5 6a 6b 13a Interest income Ordinary dividends Qualified dividends Contributions (50% only)



16



17 18 19 20



18c Nondeductible expenses Penalties and fines 19a Distributions of cash and marketable securities



21 22 23



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



PGEN.LD



2008 K1 - Partner's Share of Inc, Cr, Ded, Etc

E F ID Number Name FBO/DBA Address City

1



MOUNTAINSIDE RETIREMENT LLC

Resident state Phone number Foreign Address Info: Province 11 Foreign Country Postal Code K Partner's share of liabilities at year end Nonrecourse Qualified nonrecourse

10 9



06-1795964

8



068566342

2



FL



DEBORAH S CHURA

3 4



9241 ESTERO RIVER CIRCLE

5



12



ESTERO

6 7



U.S. Address Only: State, ZIP



26 27 28



FL



33928

14



Check applicable if required

13



Final K-1



Amended K-1 L



Recourse Analysis of capital account:



Type of Partner G H I J

15



X

17



Gen or LLC member-mgr Domestic partner

19



16 18



Limited or other LLC member Foreign partner



Beginning capital account Capital contributed during the year: Gain recognized on contributed property



29



42732

30 31 32 33 34



X



Partner's type of entity Partner's % Profit Loss Capital



INDIVIDUAL

Before Change

20 21



Year End



Cash contributed Adjusted basis of property contributed Current year increase (decrease) Withdrawals/distributions

35



25.0

22



25.0

23



25.0

24



25.0

25



25.0

4 Guaranteed payments 2007 Amount Code



25.0



5000

36



Part III - K1 Direct Entries Part III - K1 Overrides K1 3-5 2 3 5 Rental real estate Other rental income Interest income 1 Ordinary income/loss



13L Medical l Insurance 2007 Amount Code 13 Other deductions

60 62 64 66 68 70 72 74



2008 Amount

37 38 39 40 41 42 43 44 45 46 47 48



2008 Amount

61 63 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 99 101 PK1.LD



6a Ordinary dividends 6b Qualified dividends 7 8 Royalties



Short-term capital gain (loss) 9a Long-term capital gain (loss) 9b Collectibles (28%) 9c Unrecaptured section 1250 gain 10 11 1231 gain (loss) Other income/Loss

49 51 53 55 57



14



SE earnings (loss)



76 78 80



15 Credits



82 84 86 88 90



50 52 54 56 58 59



18 Tax-exempt income and non-deductible expenses



92 94 96



12



Section 179 deduction



19 Distributions



98 100



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 K1 - Partner's Share of Inc, Cr, Ded, Etc

E F ID Number Name FBO/DBA Address City

1



MOUNTAINSIDE RETIREMENT LLC

Resident state Phone number Foreign Address Info: Province 11 Foreign Country Postal Code K Partner's share of liabilities at year end Nonrecourse Qualified nonrecourse

10 9



06-1795964

8



062644692

2



FL



MICHAEL T CHURA

3 4



9241 ESTERO RIVER CIRCLE

5



12



ESTERO

6 7



U.S. Address Only: State, ZIP



26 27 28



FL



33928

14



Check applicable if required

13



Final K-1



Amended K-1 L



Recourse Analysis of capital account:



Type of Partner G H I J

15



X

17



Gen or LLC member-mgr Domestic partner

19



16 18



Limited or other LLC member Foreign partner



Beginning capital account Capital contributed during the year: Gain recognized on contributed property



29



42731

30 31 32 33 34



X



Partner's type of entity Partner's % Profit Loss Capital



INDIVIDUAL

Before Change

20 21



Year End



Cash contributed Adjusted basis of property contributed Current year increase (decrease) Withdrawals/distributions

35



25.0

22



25.0

23



25.0

24



25.0

25



25.0

4 Guaranteed payments 2007 Amount Code



25.0



5000

36



Part III - K1 Direct Entries Part III - K1 Overrides K1 3-5 2 3 5 Rental real estate Other rental income Interest income 1 Ordinary income/loss



13L Medical l Insurance 2007 Amount Code 13 Other deductions

60 62 64 66 68 70 72 74



2008 Amount

37 38 39 40 41 42 43 44 45 46 47 48



2008 Amount

61 63 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 99 101 PK1.LD



6a Ordinary dividends 6b Qualified dividends 7 8 Royalties



Short-term capital gain (loss) 9a Long-term capital gain (loss) 9b Collectibles (28%) 9c Unrecaptured section 1250 gain 10 11 1231 gain (loss) Other income/Loss

49 51 53 55 57



14



SE earnings (loss)



76 78 80



15 Credits



82 84 86 88 90



50 52 54 56 58 59



18 Tax-exempt income and non-deductible expenses



92 94 96



12



Section 179 deduction



19 Distributions



98 100



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 K1 - Partner's Share of Inc, Cr, Ded, Etc

E F ID Number Name FBO/DBA Address City

1



MOUNTAINSIDE RETIREMENT LLC

Resident state Phone number Foreign Address Info: Province 11 Foreign Country Postal Code K Partner's share of liabilities at year end Nonrecourse Qualified nonrecourse

10 9



06-1795964

8



237536845

2



NC



FLORINDA MICHELLE SPIES

3 4



1057 BRASSTOWN ROAD

5



12



MURPHY

6 7



U.S. Address Only: State, ZIP



26 27 28



NC



28906

14



Check applicable if required

13



Final K-1



Amended K-1 L



Recourse Analysis of capital account:



Type of Partner G H I J

15



X

17



Gen or LLC member-mgr Domestic partner

19



16 18



Limited or other LLC member Foreign partner



Beginning capital account Capital contributed during the year: Gain recognized on contributed property



29



21365

30 31 32 33 34



X



Partner's type of entity Partner's % Profit Loss Capital



INDIVIDUAL

Before Change

20 21



Year End



Cash contributed Adjusted basis of property contributed Current year increase (decrease) Withdrawals/distributions

35



12.5

22



12.5

23



12.5

24



12.5

25



12.5

4 Guaranteed payments 2007 Amount Code



12.5



2500

36



Part III - K1 Direct Entries Part III - K1 Overrides K1 3-5 2 3 5 Rental real estate Other rental income Interest income 1 Ordinary income/loss



13L Medical l Insurance 2007 Amount Code 13 Other deductions

60 62 64 66 68 70 72 74



2008 Amount

37 38 39 40 41 42 43 44 45 46 47 48



2008 Amount

61 63 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 99 101 PK1.LD



6a Ordinary dividends 6b Qualified dividends 7 8 Royalties



Short-term capital gain (loss) 9a Long-term capital gain (loss) 9b Collectibles (28%) 9c Unrecaptured section 1250 gain 10 11 1231 gain (loss) Other income/Loss

49 51 53 55 57



14



SE earnings (loss)



76 78 80



15 Credits



82 84 86 88 90



50 52 54 56 58 59



18 Tax-exempt income and non-deductible expenses



92 94 96



12



Section 179 deduction



19 Distributions



98 100



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 K1 - Partner's Share of Inc, Cr, Ded, Etc

E F ID Number Name FBO/DBA Address City

1



MOUNTAINSIDE RETIREMENT LLC

Resident state Phone number Foreign Address Info: Province 11 Foreign Country Postal Code K Partner's share of liabilities at year end Nonrecourse Qualified nonrecourse

10 9



06-1795964

8



245472087

2



NC



LARRY WILLIAM SPIES

3 4



1057 BRASSTOWN ROAD

5



12



MURPHY

6 7



U.S. Address Only: State, ZIP



26 27 28



NC



28906

14



Check applicable if required

13



Final K-1



Amended K-1 L



Recourse Analysis of capital account:



Type of Partner G H I J

15



X

17



Gen or LLC member-mgr Domestic partner

19



16 18



Limited or other LLC member Foreign partner



Beginning capital account Capital contributed during the year: Gain recognized on contributed property



29



21365

30 31 32 33 34



X



Partner's type of entity Partner's % Profit Loss Capital



INDIVIDUAL

Before Change

20 21



Year End



Cash contributed Adjusted basis of property contributed Current year increase (decrease) Withdrawals/distributions

35



12.5

22



12.5

23



12.5

24



12.5

25



12.5

4 Guaranteed payments 2007 Amount Code



12.5



2500

36



Part III - K1 Direct Entries Part III - K1 Overrides K1 3-5 2 3 5 Rental real estate Other rental income Interest income 1 Ordinary income/loss



13L Medical l Insurance 2007 Amount Code 13 Other deductions

60 62 64 66 68 70 72 74



2008 Amount

37 38 39 40 41 42 43 44 45 46 47 48



2008 Amount

61 63 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 99 101 PK1.LD



6a Ordinary dividends 6b Qualified dividends 7 8 Royalties



Short-term capital gain (loss) 9a Long-term capital gain (loss) 9b Collectibles (28%) 9c Unrecaptured section 1250 gain 10 11 1231 gain (loss) Other income/Loss

49 51 53 55 57



14



SE earnings (loss)



76 78 80



15 Credits



82 84 86 88 90



50 52 54 56 58 59



18 Tax-exempt income and non-deductible expenses



92 94 96



12



Section 179 deduction



19 Distributions



98 100



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 K1 - Partner's Share of Inc, Cr, Ded, Etc

E F ID Number Name FBO/DBA Address City

1



MOUNTAINSIDE RETIREMENT LLC

Resident state Phone number Foreign Address Info: Province 11 Foreign Country Postal Code K Partner's share of liabilities at year end Nonrecourse Qualified nonrecourse

10 9



06-1795964

8



482723744

2



FL



DENISE K STARK

3 4



17091 CHARLEE ROAD

5



12



PUNTA GORDA

6 7



U.S. Address Only: State, ZIP



26 27 28



FL



33955

14



Check applicable if required

13



Final K-1



Amended K-1 L



Recourse Analysis of capital account:



Type of Partner G H I J

15



X

17



Gen or LLC member-mgr Domestic partner

19



16 18



Limited or other LLC member Foreign partner



Beginning capital account Capital contributed during the year: Gain recognized on contributed property



29



21365

30 31 32 33 34



X



Partner's type of entity Partner's % Profit Loss Capital



INDIVIDUAL

Before Change

20 21



Year End



Cash contributed Adjusted basis of property contributed Current year increase (decrease) Withdrawals/distributions

35



12.5

22



12.5

23



12.5

24



12.5

25



12.5

4 Guaranteed payments 2007 Amount Code



12.5



2500

36



Part III - K1 Direct Entries Part III - K1 Overrides K1 3-5 2 3 5 Rental real estate Other rental income Interest income 1 Ordinary income/loss



13L Medical l Insurance 2007 Amount Code 13 Other deductions

60 62 64 66 68 70 72 74



2008 Amount

37 38 39 40 41 42 43 44 45 46 47 48



2008 Amount

61 63 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 99 101 PK1.LD



6a Ordinary dividends 6b Qualified dividends 7 8 Royalties



Short-term capital gain (loss) 9a Long-term capital gain (loss) 9b Collectibles (28%) 9c Unrecaptured section 1250 gain 10 11 1231 gain (loss) Other income/Loss

49 51 53 55 57



14



SE earnings (loss)



76 78 80



15 Credits



82 84 86 88 90



50 52 54 56 58 59



18 Tax-exempt income and non-deductible expenses



92 94 96



12



Section 179 deduction



19 Distributions



98 100



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 K1 - Partner's Share of Inc, Cr, Ded, Etc

E F ID Number Name FBO/DBA Address City

1



MOUNTAINSIDE RETIREMENT LLC

Resident state Phone number Foreign Address Info: Province 11 Foreign Country Postal Code K Partner's share of liabilities at year end Nonrecourse Qualified nonrecourse

10 9



06-1795964

8



261840290

2



FL



WILLIAM M STARK

3 4



17091 CHARLEE ROAD

5



12



PUNTA GORDA

6 7



U.S. Address Only: State, ZIP



26 27 28



FL



33955

14



Check applicable if required

13



Final K-1



Amended K-1 L



Recourse Analysis of capital account:



Type of Partner G H I J

15



X

17



Gen or LLC member-mgr Domestic partner

19



16 18



Limited or other LLC member Foreign partner



Beginning capital account Capital contributed during the year: Gain recognized on contributed property



29



21365

30 31 32 33 34



X



Partner's type of entity Partner's % Profit Loss Capital



INDIVIDUAL

Before Change

20 21



Year End



Cash contributed Adjusted basis of property contributed Current year increase (decrease) Withdrawals/distributions

35



12.5

22



12.5

23



12.5

24



12.5

25



12.5

4 Guaranteed payments 2007 Amount Code



12.5



2500

36



Part III - K1 Direct Entries Part III - K1 Overrides K1 3-5 2 3 5 Rental real estate Other rental income Interest income 1 Ordinary income/loss



13L Medical l Insurance 2007 Amount Code 13 Other deductions

60 62 64 66 68 70 72 74



2008 Amount

37 38 39 40 41 42 43 44 45 46 47 48



2008 Amount

61 63 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 99 101 PK1.LD



6a Ordinary dividends 6b Qualified dividends 7 8 Royalties



Short-term capital gain (loss) 9a Long-term capital gain (loss) 9b Collectibles (28%) 9c Unrecaptured section 1250 gain 10 11 1231 gain (loss) Other income/Loss

49 51 53 55 57



14



SE earnings (loss)



76 78 80



15 Credits



82 84 86 88 90



50 52 54 56 58 59



18 Tax-exempt income and non-deductible expenses



92 94 96



12



Section 179 deduction



19 Distributions



98 100



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 Sch L - Balance Sheet - Assets

1 Cash



MOUNTAINSIDE RETIREMENT LLC

(a) Beginning of year (b)

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 32 33 27 28 29 30



06-1795964

(c) End of year

18 19 20 21 22 23 24 25 26



(d)



5803



2a Trade notes and accounts receivable b Less allowance for bad debts 3 4 5 6 L 4-1 8 Other investments 9a Depreciable assets b Accummulated depreciation 10a Depletable assets b Accumulated depletion 11 Land 7 Inventories U.S. government securities Tax-exempt securities Other current assets Mortgage/real estate loans



31



12a Intangible assets b Accumulated amortization 13 Other assets



34



Sch L - Liabilities & Partners' Capital

(a) 15 16 17 18 L2 4-2 20 21 Other liabilities Partners' capital accounts 19 Accounts payable Payables less than 1 year Other current liabilities All nonrecourse loans Payables more than 1 year Beginning of year (b)

1 2 3 4 5 6 7



(c)



End of year

8 9 10 11 12 13 14



(d)



For Sch K-1 Line K Total Liabilities to Partners Nonrecourse Qualified nonrecourse Recourse

15 16 17 PL.LD



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 Subsidiary Schedule for the Balance Sheet

Select a line number and complete the columns below.



MOUNTAINSIDE RETIREMENT LLC



06-1795964



A statement showing totals for each column will be prepared based on the information entered here. Totals are printed on the appropriate lines of Schedule L.



Lines with "Statement Required" indicated will produce a statement that is e-fileable. All other lines will produce a statement sheet (STMT) that is not e-filed. Line #

1 2



Description

3



Beginning of year

4 7 10 13 16 19 22 25 28 31 34 37 40



End of year



13



OTHER ASSETS



(STM)

5 8



ORGANIZATIONAL COSTS

6 9 12 15 18 21 24 27 30 33 36 39



11



SCH2 4-3



14 17 20 23 26 29 32 35 38



Sch M-1 - Reconciliation of Income (Loss)

1 Net income per books is calculated based on the reconciling items entered below and the amount that carries automatically to line 9 of Schedule M-1 2 Income recorded on Schedule K but not on books: 4 Expenses recorded on books but not on Schedule K: M1 4-4 6 Income recorded on books but not on Schedule K: Other Tax-exempt interest Other 7 Deductions included on Schedule K but not charged against book income: Depreciation Other Other Depreciation

1 2 3 4 5 6 7



Sch M-2 - Analysis of Partner's Capital

2 Capital contributed during the year M2 4-5 4 Other increases 6 Distributions (a) Cash (b) Property 7 Other decreases

Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



(a) Cash (b) Property



1 2 3 4 5 6 PM.LD



2008 Subsidiary Schedule for the Balance Sheet

Select a line number and complete the columns below.



MOUNTAINSIDE RETIREMENT LLC



06-1795964



A statement showing totals for each column will be prepared based on the information entered here. Totals are printed on the appropriate lines of Schedule L.



Lines with "Statement Required" indicated will produce a statement that is e-fileable. All other lines will produce a statement sheet (STMT) that is not e-filed. Line #

1 2



Description

3



Beginning of year

4



End of year



11



LAND

5 8



LAND

6 9



121261

7 10 13 16 19 22 25 28 31 34 37 40



11



12 15 18 21 24 27 30 33 36 39



SCH2 4-3



14 17 20 23 26 29 32 35 38



Sch M-1 - Reconciliation of Income (Loss)

1 Net income per books is calculated based on the reconciling items entered below and the amount that carries automatically to line 9 of Schedule M-1 2 Income recorded on Schedule K but not on books: 4 Expenses recorded on books but not on Schedule K: M1 4-4 6 Income recorded on books but not on Schedule K: Other Tax-exempt interest Other 7 Deductions included on Schedule K but not charged against book income: Depreciation Other Other Depreciation

1 2 3 4 5 6 7



Sch M-2 - Analysis of Partner's Capital

2 Capital contributed during the year M2 4-5 4 Other increases 6 Distributions (a) Cash (b) Property 7 Other decreases

Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



(a) Cash (b) Property



1 2 3 4 5 6 PM.LD



2008 Subsidiary Schedule for the Balance Sheet

Select a line number and complete the columns below.



MOUNTAINSIDE RETIREMENT LLC



06-1795964



A statement showing totals for each column will be prepared based on the information entered here. Totals are printed on the appropriate lines of Schedule L.



Lines with "Statement Required" indicated will produce a statement that is e-fileable. All other lines will produce a statement sheet (STMT) that is not e-filed. Line #

1 2



Description

3



Beginning of year

4



End of year



9A



BUILDINGS AND OTHER DEPRECIABLE ASS

5 8



LAND IMPROVEMENTS

6 9



28771

7 10 13 16 19 22 25 28 31 34 37 40



11



12 15 18 21 24 27 30 33 36 39



SCH2 4-3



14 17 20 23 26 29 32 35 38



Sch M-1 - Reconciliation of Income (Loss)

1 Net income per books is calculated based on the reconciling items entered below and the amount that carries automatically to line 9 of Schedule M-1 2 Income recorded on Schedule K but not on books: 4 Expenses recorded on books but not on Schedule K: M1 4-4 6 Income recorded on books but not on Schedule K: Other Tax-exempt interest Other 7 Deductions included on Schedule K but not charged against book income: Depreciation Other Other Depreciation

1 2 3 4 5 6 7



Sch M-2 - Analysis of Partner's Capital

2 Capital contributed during the year M2 4-5 4 Other increases 6 Distributions (a) Cash (b) Property 7 Other decreases

Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



(a) Cash (b) Property



1 2 3 4 5 6 PM.LD



MOUNTAINSIDE RETIREMENT LLC



06-1795964

Sec 179 Exp Sec 179 Exp Prior AMT Elected Allowed depr.

14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 33 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65



2008 Form 4562 - Depr for 1065, 8825, F, RENT

For

1



Multi

2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 3 3



Description of property

4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4



Date Acquired

5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5



Cost/Basis



Land cost

50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50



Meth

9 9



Life

10 10 11



Prior depr.



Date sold



Prop type 66 67 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67



Sales price

68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68



Expense of sale



1065

1



ORGANIZATIONAL COS 11-01-2006 915 LAND IMPROVEMENTS

3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3



AMT 15 SL

9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 9



61

11



61

33



1065

1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1



06-30-2006 13747



15

10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10



1981

11 11 11 11 11 11 11 11 11 11 11 11 11 11 11 11 11 11 11



1981

33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33



Valid Methods: For assets A purchased M AFTER 1980 ALT ARR ARP ALH ADS EXP Misc. SL SYD AMT ACRS or MACRS tangible property MACRS tangible property Alternative MACRS (150 DB election) Residential Rental (27.5 yr) Other Real Property (15,18,19,31.5,39.5 yr) Low Income Housing Property Alternative Depreciation System Section 179 Expense Election Straight Line Sum of the Years Digits Amortization For assets purchased BEFORE 1980 ONLY D DS DB DBS DD DDS 125% Declining Balance 125% Declining Balance with SL switch 150% Declining Balance 150% Declining Balance with SL switch 200% Declining Balance 200% Declining Balance with SL switch



Property Type Codes for 4797: 44 45 50 51 52 54 55 18 NL FA ID IC Section 1244 Stock Section 1245 Property Section 1250 Property Section 1251 Property Section 1252 Property Section 1254 Property Section 1255 Property Form 4797 line 18 entry Nonrecaptured Losses Farm Animal Intangible Drilling Involuntary Conversion See manual for others



4562 8-1



Listed Property Types: V X Luxury Vehicle Computers, property generally used for entertainment, recreation, or amusement, and cellular phones.



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



4562.LD



2008 Detail Worksheet

Title

1



MOUNTAINSIDE RETIREMENT LLC



06-1795964



SCHEDULE D - COST OR BASIS - 1ST ITEM

2007 Amount

3



Description

2



2008 Amount



ALLOCATED SHARE OF ORIGINAL PROPERTY COST

4



35000

5



ALLOCATED SHARE OF LAND IMPROVEMENTS

6



2500

7



DEED TAX STAMP

8



88

9



SALE EXPENSES

10 12 14 16 18 20 22 24



265

11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

SALLY'S HOLDINGS II LLC



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Partnership General Information

Name DBA or c/o Address City, state, ZIP County Foreign State/ Province Foreign Country 1 1-1

1



SALLY'S HOLDINGS II LLC

Other Information Suite # Resident state Misc code 1 Misc code 2 Invoice Number Preparer fee Firm # Preparer # Data entry op #

12



20-8779021



SALLY'S HOLDINGS II LLC

2 3 4 6 7



27 28 29 30 31 32 33 34 35



2100 CASCADES DRIVE

5



6



NAPLES

8 9



FL 34112



COLLIER

10 11



Phone number 239-348-3012 General Information A B C D E G Principal business activity Principal product or service Principal business code number Employer ID number Business start date Check applicable boxes:

17 20



SERVICE

13



ERO #



RENTAL RE

14 15 16



531110 20-8779021 07-01-2006

18 21



If not a calendar year: Fiscal year begins Fiscal year ends

36 37



Initial return Address change



Final return Name change



19 22



Amended return Technical termination



H



Accounting method:

23



X

I



Cash



24



Accrual



Other



25 26



Number of Schedules K-1 attached



Income and Deductions

Income 1 a Gross receipts or sales b Returns and allowances Deductions 9 10 3 1-2 11 12 13

15 1 2



Salaries and wages (other than to partners) Guaranteed payments to partners Partner's health insurance Repairs and maintenance Bad debts Rents Publicly traded partnership electing 3.5% tax



3 4 5 6 7 8



15



Interest expense



9 10 11 12 13 14



16a Depreciation 16b Depreciation claimed on Sch A and elsewhere 17 Depletion (do not deduct oil and gas depletion) 18 19 Retirement plans, etc Employee benefit programs



Gross income subject to 3.5% tax Form 1065, Schedule K - Most Common Items 5 6a 6b 13a Interest income Ordinary dividends Qualified dividends Contributions (50% only)



16



17 18 19 20



18c Nondeductible expenses Penalties and fines 19a Distributions of cash and marketable securities



21 22 23



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



PGEN.LD



2008 K1 - Partner's Share of Inc, Cr, Ded, Etc

E F ID Number Name FBO/DBA Address City

1



SALLY'S HOLDINGS II LLC

Resident state Phone number Foreign Address Info: Province 11 Foreign Country Postal Code K Partner's share of liabilities at year end Nonrecourse Qualified nonrecourse

10 9



20-8779021

8



920843455

2



SEAN ANTHONY HURLEY

3



BATCH

4



3820 THIRD AVENUE NW

5



12



NAPLES

6 7



U.S. Address Only: State, ZIP



26 27 28



FL



341202728

14



Check applicable if required

13



Final K-1



Amended K-1 L



Recourse Analysis of capital account:



Type of Partner G H I J

15



X

17



Gen or LLC member-mgr Domestic partner

19



16 18



Limited or other LLC member Foreign partner



Beginning capital account Capital contributed during the year: Gain recognized on contributed property



29



91866

30 31



X



Partner's type of entity Partner's % Profit Loss Capital



INDIVIDUAL

Before Change

20 21



Year End



Cash contributed Adjusted basis of property contributed Current year increase (decrease) Withdrawals/distributions

35



2236

32 33 34 36



50

22



50

23



50

24



50

25



50

4 Guaranteed payments 2007 Amount Code



50



Part III - K1 Direct Entries Part III - K1 Overrides K1 3-5 2 3 5 Rental real estate Other rental income Interest income 1 Ordinary income/loss



13L Medical l Insurance 2007 Amount Code 13 Other deductions

60 62 64 66 68 70 72 74



2008 Amount

37 38 39 40 41 42 43 44 45 46 47 48



2008 Amount

61 63 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 99 101 PK1.LD



6a Ordinary dividends 6b Qualified dividends 7 8 Royalties



Short-term capital gain (loss) 9a Long-term capital gain (loss) 9b Collectibles (28%) 9c Unrecaptured section 1250 gain 10 11 1231 gain (loss) Other income/Loss

49 51 53 55 57



14



SE earnings (loss)



76 78 80



15 Credits



82 84 86 88 90



50 52 54 56 58 59



18 Tax-exempt income and non-deductible expenses



92 94 96



12



Section 179 deduction



19 Distributions



98 100



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 K1 - Partner's Share of Inc, Cr, Ded, Etc

E F ID Number Name FBO/DBA Address City

1



SALLY'S HOLDINGS II LLC

Resident state Phone number Foreign Address Info: Province 11 Foreign Country Postal Code K Partner's share of liabilities at year end Nonrecourse Qualified nonrecourse

10 9



20-8779021

8



920843459

2



MARY PATRICIA HURLEY

3



BATCH

4



3820 THIRD AVENUE NW

5



12



NAPLES

6 7



U.S. Address Only: State, ZIP



26 27 28



FL



341202728

14



Check applicable if required

13



Final K-1



Amended K-1 L



Recourse Analysis of capital account:



Type of Partner G H I J

15



X

17



Gen or LLC member-mgr Domestic partner

19



16 18



Limited or other LLC member Foreign partner



Beginning capital account Capital contributed during the year: Gain recognized on contributed property



29



91866

30 31



X



Partner's type of entity Partner's % Profit Loss Capital



INDIVIDUAL

Before Change

20 21



Year End



Cash contributed Adjusted basis of property contributed Current year increase (decrease) Withdrawals/distributions

35



2235

32 33 34 36



50

22



50

23



50

24



50

25



50

4 Guaranteed payments 2007 Amount Code



50



Part III - K1 Direct Entries Part III - K1 Overrides K1 3-5 2 3 5 Rental real estate Other rental income Interest income 1 Ordinary income/loss



13L Medical l Insurance 2007 Amount Code 13 Other deductions

60 62 64 66 68 70 72 74



2008 Amount

37 38 39 40 41 42 43 44 45 46 47 48



2008 Amount

61 63 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 99 101 PK1.LD



6a Ordinary dividends 6b Qualified dividends 7 8 Royalties



Short-term capital gain (loss) 9a Long-term capital gain (loss) 9b Collectibles (28%) 9c Unrecaptured section 1250 gain 10 11 1231 gain (loss) Other income/Loss

49 51 53 55 57



14



SE earnings (loss)



76 78 80



15 Credits



82 84 86 88 90



50 52 54 56 58 59



18 Tax-exempt income and non-deductible expenses



92 94 96



12



Section 179 deduction



19 Distributions



98 100



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 Sch L - Balance Sheet - Assets

1 Cash



SALLY'S HOLDINGS II LLC

(a) Beginning of year (b)

1 2 3 4 5 6 7 8 9 10 27 28 29 30 14 15 16 17 19 20



20-8779021

(c) End of year

18



(d)



2a Trade notes and accounts receivable b Less allowance for bad debts 3 4 5 6 L 4-1 8 Other investments 9a Depreciable assets b Accummulated depreciation 10a Depletable assets b Accumulated depletion 11 Land 7 Inventories U.S. government securities Tax-exempt securities Other current assets Mortgage/real estate loans



21 22 23 24 25 26



162535

11 12 13



31 32 33 34



34478



12a Intangible assets b Accumulated amortization 13 Other assets



Sch L - Liabilities & Partners' Capital

(a) 15 16 17 18 L2 4-2 20 21 Other liabilities Partners' capital accounts 19 Accounts payable Payables less than 1 year Other current liabilities All nonrecourse loans Payables more than 1 year Beginning of year (b)

1 2 3 4 5 6 7



(c)



End of year

8 9 10 11 12 13 14



(d)



For Sch K-1 Line K Total Liabilities to Partners Nonrecourse Qualified nonrecourse Recourse

15 16 17 PL.LD



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 Subsidiary Schedule for the Balance Sheet

Select a line number and complete the columns below.



SALLY'S HOLDINGS II LLC



20-8779021



A statement showing totals for each column will be prepared based on the information entered here. Totals are printed on the appropriate lines of Schedule L.



Lines with "Statement Required" indicated will produce a statement that is e-fileable. All other lines will produce a statement sheet (STMT) that is not e-filed. Line #

1 2 5 8 11



Description

3 6 9



Beginning of year

4 7 10 13 16 19 22 25 28 31 34 37 40



End of year



12 15 18 21 24 27 30 33 36 39



SCH2 4-3



14 17 20 23 26 29 32 35 38



Sch M-1 - Reconciliation of Income (Loss)

1 Net income per books is calculated based on the reconciling items entered below and the amount that carries automatically to line 9 of Schedule M-1 2 Income recorded on Schedule K but not on books: 4 Expenses recorded on books but not on Schedule K: M1 4-4 6 Income recorded on books but not on Schedule K: Other Tax-exempt interest Other 7 Deductions included on Schedule K but not charged against book income: Depreciation Other Other Depreciation

1 2 3 4 5 6 7



Sch M-2 - Analysis of Partner's Capital

2 Capital contributed during the year M2 4-5 4 Other increases 6 Distributions (a) Cash (b) Property 7 Other decreases

Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



(a) Cash (b) Property



1 2 3



10125

4 5 6 PM.LD



2008 Form 8825 - Rental Real Estate

1



SALLY'S HOLDINGS II LLC



20-8779021



Check to include in self-employment income Kind of property Address of property 2 Gross rents 3 Advertising

2



RESIDENTIAL CONDOMINIUM

3



2100 CASCADES DRIVE UNIT 6, NAPLES, FL 34112

4



6700

5



8 Legal and professional fees 9 Interest 10 Repairs 11 Taxes 12 Utilities 13 Wages & salaries



10



675

11 12 13



398

6 7



8825 6-2



4 Auto and travel 5 Cleaning and maintenance 6 Commissions 7 Insurance 14 Depreciation 15 Other expenses (list)



400

8



2359

14



500

9



682

15 16



592



Meals and entertainment (subject to 50% limit) Description

18



17 19



5565

EIN

21 22



Partnership Name 20b

20



Pass-thru entity amount



RENT - Rental Other Than Real Estate

Kind of property Address of property 1 Gross rents 4 Advertising 5 Auto & travel 6 Cleaning & maintenance RENT 6-3 7 Commissions 8 Insurance 9 Legal & professional 10 Interest 11 Repairs 12 Taxes 13 Utilities 14 Wages & salaries 15 Depreciation 16 Other expenses: Description Description Description Description Description

16 18 20 22 24 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 17 19 21 23 25 RENTALS.LD



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



SALLY'S HOLDINGS II LLC



20-8779021

Sec 179 Exp Sec 179 Exp Prior AMT Elected Allowed depr.

14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 33 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65



2008 Form 4562 - Depr for 1065, 8825, F, RENT

For

1



Multi

2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 3



Description of property

4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4



Date Acquired

5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5



Cost/Basis



Land cost

50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50



Meth

9



Life

10 10 10 10 11 11 11 11



Prior depr.



Date sold



Prop type 66 67 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67



Sales price

68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68



Expense of sale



8825

1



CONDOMINIUM

3



07-10-2006 137913 07-10-2006 34478



SL

9



27.5 7314



7314

33 33



8825

1



LAND

3 3



NDA

9



8825

1



CAPITALIZED EXPENS 07-10-2006 6022 FURNISHINGS

3



SL

9



27.5 319 5

10



319

33



8825

1



07-01-2006 4875 07-01-2006 10125



M

9



2257

11



1940

33



8825

1



FURNISHINGS

3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3



M

9



5

10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10



3240

11 11 11 11 11 11 11 11 11 11 11 11 11 11 11 11



2582

33



8825

1 1 1 1 1 1 1 1 1 1 1 1 1 1 1



HURRICANE SHUTTERS 07-01-2006 3600



SL

9 9 9 9 9 9 9 9 9 9 9 9 9 9 9



27.5 131



131

33 33 33 33 33 33 33 33 33 33 33 33 33 33 33



Valid Methods: For assets A purchased M AFTER 1980 ALT ARR ARP ALH ADS EXP Misc. SL SYD AMT ACRS or MACRS tangible property MACRS tangible property Alternative MACRS (150 DB election) Residential Rental (27.5 yr) Other Real Property (15,18,19,31.5,39.5 yr) Low Income Housing Property Alternative Depreciation System Section 179 Expense Election Straight Line Sum of the Years Digits Amortization For assets purchased BEFORE 1980 ONLY D DS DB DBS DD DDS 125% Declining Balance 125% Declining Balance with SL switch 150% Declining Balance 150% Declining Balance with SL switch 200% Declining Balance 200% Declining Balance with SL switch



Property Type Codes for 4797: 44 45 50 51 52 54 55 18 NL FA ID IC Section 1244 Stock Section 1245 Property Section 1250 Property Section 1251 Property Section 1252 Property Section 1254 Property Section 1255 Property Form 4797 line 18 entry Nonrecaptured Losses Farm Animal Intangible Drilling Involuntary Conversion See manual for others



4562 8-1



Listed Property Types: V X Luxury Vehicle Computers, property generally used for entertainment, recreation, or amusement, and cellular phones.



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



4562.LD



2008 Detail Worksheet

Title

1



SALLY'S HOLDINGS II LLC



20-8779021



FORM 8825, LINE 15 - OTHER

2007 Amount

3



Description

2



2008 Amount



ASSOCIATION FEES

4



4640

5



SUPPLIES

6



243

7



MISCELLANEOUS FURNISHINGS

8 10 12 14 16 18 20 22 24



682

9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



SALLY'S HOLDINGS II LLC



20-8779021



SCHEDULE M-2, LINE 4 - OTHER INCREASES

2007 Amount

3



Description

2



2008 Amount



ADJUSTED FURNISHINGS AMOUNT

4 6 8 10 12 14 16 18 20 22 24



10125

5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

SALLY'S HOLDINGS LLC



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Partnership General Information

Name DBA or c/o Address City, state, ZIP County Foreign State/ Province Foreign Country 1 1-1 General Information A B C D E G Principal business activity Principal product or service Principal business code number Employer ID number Business start date Check applicable boxes:

17 20 1



SALLY'S HOLDINGS LLC

Other Information Suite # Resident state Misc code 1 Misc code 2 Invoice Number Preparer fee Firm # Preparer # Data entry op #

12



41-2185048



SALLY'S HOLDINGS LLC

2 3 4 6 7



27 28 29 30 31 32 33 34 35



2365 BAYOU LANE

5



7003



NAPLES

8 9



FL 34112



COLLIER

10 11



Phone number



SERVICE

13



ERO #



RENTAL RE

14 15 16



531110 41-2185048 11-10-2005

18 21



If not a calendar year: Fiscal year begins Fiscal year ends

36 37



Initial return Address change



Final return Name change



19 22



Amended return Technical termination



H



Accounting method:

23



X

I



Cash



24



Accrual



Other



25 26



Number of Schedules K-1 attached



Income and Deductions

Income 1 a Gross receipts or sales b Returns and allowances Deductions 9 10 3 1-2 11 12 13

15 1 2



Salaries and wages (other than to partners) Guaranteed payments to partners Partner's health insurance Repairs and maintenance Bad debts Rents Publicly traded partnership electing 3.5% tax



3 4 5 6 7 8



15



Interest expense



9 10 11 12 13 14



16a Depreciation 16b Depreciation claimed on Sch A and elsewhere 17 Depletion (do not deduct oil and gas depletion) 18 19 Retirement plans, etc Employee benefit programs



Gross income subject to 3.5% tax Form 1065, Schedule K - Most Common Items 5 6a 6b 13a Interest income Ordinary dividends Qualified dividends Contributions (50% only)



16



17 18 19 20



18c Nondeductible expenses Penalties and fines 19a Distributions of cash and marketable securities



21 22 23



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



PGEN.LD



2008 K1 - Partner's Share of Inc, Cr, Ded, Etc

E F ID Number Name FBO/DBA Address City

1



SALLY'S HOLDINGS LLC

Resident state Phone number Foreign Address Info: Province 11 Foreign Country Postal Code K Partner's share of liabilities at year end Nonrecourse Qualified nonrecourse

10 9



41-2185048

8



920843455

2



SEAN A HURLEY

3



BATCH

4



3820 THIRD AVENUE NW

5



12



NAPLES

6 7



U.S. Address Only: State, ZIP



26 27 28



FL



341202728

14



Check applicable if required

13



Final K-1



Amended K-1 L



Recourse Analysis of capital account:



Type of Partner G H I J

15



X

17



Gen or LLC member-mgr Domestic partner

19



16 18



Limited or other LLC member Foreign partner



Beginning capital account Capital contributed during the year: Gain recognized on contributed property



29



176752

30 31



X



Partner's type of entity Partner's % Profit Loss Capital



INDIVIDUAL

Before Change

20 21



Year End



Cash contributed Adjusted basis of property contributed Current year increase (decrease) Withdrawals/distributions

35



614

32 33



50

22



50

23



50

24



50

25



-14607

34 36



50

4 Guaranteed payments 2007 Amount Code



50



Part III - K1 Direct Entries Part III - K1 Overrides K1 3-5 2 3 5 Rental real estate Other rental income Interest income 1 Ordinary income/loss



13L Medical l Insurance 2007 Amount Code 13 Other deductions

60 62 64 66 68 70 72 74



2008 Amount

37 38 39 40 41 42 43 44 45 46 47 48



2008 Amount

61 63 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 99 101 PK1.LD



6a Ordinary dividends 6b Qualified dividends 7 8 Royalties



Short-term capital gain (loss) 9a Long-term capital gain (loss) 9b Collectibles (28%) 9c Unrecaptured section 1250 gain 10 11 1231 gain (loss) Other income/Loss

49 51 53 55 57



14



SE earnings (loss)



76 78 80



15 Credits



82 84 86 88 90



50 52 54 56 58 59



18 Tax-exempt income and non-deductible expenses



92 94 96



12



Section 179 deduction



19 Distributions



98 100



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 K1 - Partner's Share of Inc, Cr, Ded, Etc

E F ID Number Name FBO/DBA Address City

1



SALLY'S HOLDINGS LLC

Resident state Phone number Foreign Address Info: Province 11 Foreign Country Postal Code K Partner's share of liabilities at year end Nonrecourse Qualified nonrecourse

10 9



41-2185048

8



920843459

2



MARY P HURLEY

3



BATCH

4



3820 THIRD AVENUE NW

5



12



NAPLES

6 7



U.S. Address Only: State, ZIP



26 27 28



FL



341202728

14



Check applicable if required

13



Final K-1



Amended K-1 L



Recourse Analysis of capital account:



Type of Partner G H I J

15



X

17



Gen or LLC member-mgr Domestic partner

19



16 18



Limited or other LLC member Foreign partner



Beginning capital account Capital contributed during the year: Gain recognized on contributed property



29



176753

30 31



X



Partner's type of entity Partner's % Profit Loss Capital



INDIVIDUAL

Before Change

20 21



Year End



Cash contributed Adjusted basis of property contributed Current year increase (decrease) Withdrawals/distributions

35



613

32 33



50

22



50

23



50

24



50

25



-14607

34 36



50

4 Guaranteed payments 2007 Amount Code



50



Part III - K1 Direct Entries Part III - K1 Overrides K1 3-5 2 3 5 Rental real estate Other rental income Interest income 1 Ordinary income/loss



13L Medical l Insurance 2007 Amount Code 13 Other deductions

60 62 64 66 68 70 72 74



2008 Amount

37 38 39 40 41 42 43 44 45 46 47 48



2008 Amount

61 63 65 67 69 71 73 75 77 79 81 83 85 87 89 91 93 95 97 99 101 PK1.LD



6a Ordinary dividends 6b Qualified dividends 7 8 Royalties



Short-term capital gain (loss) 9a Long-term capital gain (loss) 9b Collectibles (28%) 9c Unrecaptured section 1250 gain 10 11 1231 gain (loss) Other income/Loss

49 51 53 55 57



14



SE earnings (loss)



76 78 80



15 Credits



82 84 86 88 90



50 52 54 56 58 59



18 Tax-exempt income and non-deductible expenses



92 94 96



12



Section 179 deduction



19 Distributions



98 100



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 Sch L - Balance Sheet - Assets

1 Cash



SALLY'S HOLDINGS LLC

(a) Beginning of year (b)

1 2 3 4 5 6 7 8 9 10 27 28 29 30 14 15 16 17 19 20



41-2185048

(c) End of year

18



(d)



2a Trade notes and accounts receivable b Less allowance for bad debts 3 4 5 6 L 4-1 8 Other investments 9a Depreciable assets b Accummulated depreciation 10a Depletable assets b Accumulated depletion 11 Land 7 Inventories U.S. government securities Tax-exempt securities Other current assets Mortgage/real estate loans



21 22 23 24 25 26



286115

11 12 13



32481



31 32 33 34



71885



12a Intangible assets b Accumulated amortization 13 Other assets



Sch L - Liabilities & Partners' Capital

(a) 15 16 17 18 L2 4-2 20 21 Other liabilities Partners' capital accounts 19 Accounts payable Payables less than 1 year Other current liabilities All nonrecourse loans Payables more than 1 year Beginning of year (b)

1 2 3 4 5 6 7



(c)



End of year

8 9 10 11 12 13 14



(d)



325519

15 16 17 PL.LD



For Sch K-1 Line K Total Liabilities to Partners Nonrecourse Qualified nonrecourse Recourse



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 Subsidiary Schedule for the Balance Sheet

Select a line number and complete the columns below.



SALLY'S HOLDINGS LLC



41-2185048



A statement showing totals for each column will be prepared based on the information entered here. Totals are printed on the appropriate lines of Schedule L.



Lines with "Statement Required" indicated will produce a statement that is e-fileable. All other lines will produce a statement sheet (STMT) that is not e-filed. Line #

1 2 5 8 11



Description

3 6 9



Beginning of year

4 7 10 13 16 19 22 25 28 31 34 37 40



End of year



12 15 18 21 24 27 30 33 36 39



SCH2 4-3



14 17 20 23 26 29 32 35 38



Sch M-1 - Reconciliation of Income (Loss)

1 Net income per books is calculated based on the reconciling items entered below and the amount that carries automatically to line 9 of Schedule M-1 2 Income recorded on Schedule K but not on books: 4 Expenses recorded on books but not on Schedule K: M1 4-4 6 Income recorded on books but not on Schedule K: Other Tax-exempt interest Other 7 Deductions included on Schedule K but not charged against book income: Depreciation Other Other Depreciation

1 2 3 4 5 6 7



Sch M-2 - Analysis of Partner's Capital

2 Capital contributed during the year M2 4-5 4 Other increases 6 Distributions (a) Cash (b) Property 7 Other decreases

Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



(a) Cash (b) Property



1 2 3 4 5 6



15059

PM.LD



2008 Form 8825 - Rental Real Estate

1



SALLY'S HOLDINGS LLC



41-2185048



Check to include in self-employment income Kind of property Address of property 2 Gross rents 3 Advertising

2



RESIDENTIAL CONDO

3



2365 BAYOU LANE, UNIT 3, NAPLES, FL 34112

4



10000

5



8 Legal and professional fees 9 Interest 10 Repairs 11 Taxes 12 Utilities 13 Wages & salaries



10



675

11 12



398

6 7



8825 6-2



4 Auto and travel 5 Cleaning and maintenance 6 Commissions 7 Insurance 14 Depreciation 15 Other expenses (list)



201

13



300

8



2670

14



300

9



697

15 16



666



Meals and entertainment (subject to 50% limit) Description

18



17 19



5320

EIN

21 22



Partnership Name 20b

20



Pass-thru entity amount



RENT - Rental Other Than Real Estate

Kind of property Address of property 1 Gross rents 4 Advertising 5 Auto & travel 6 Cleaning & maintenance RENT 6-3 7 Commissions 8 Insurance 9 Legal & professional 10 Interest 11 Repairs 12 Taxes 13 Utilities 14 Wages & salaries 15 Depreciation 16 Other expenses: Description Description Description Description Description

16 18 20 22 24 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 17 19 21 23 25 RENTALS.LD



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



SALLY'S HOLDINGS LLC



41-2185048

Prior depr. Sec 179 Exp Sec 179 Exp Prior AMT Elected Allowed depr.

14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 14 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 15 33 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65



2008 Form 4562 - Depr for 1065, 8825, F, RENT

For

1 1 1 1



Multi

2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 3 3 3



Description of property

4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4



Date Acquired

5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5



Cost/Basis



Land cost

50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50



Meth

9



Life

10 10 10 11 11 11



Date sold



Prop type 66 67 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67



Sales price

68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68



Expense of sale



8825 1 8825 1 8825 1 8825

1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1



RESIDENTIAL CONDOM 09-20-2005 270457 LAND/COMMON ELEMEN 09-20-2005 71885 FURNISHINGS

3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3



SL

9



27.5 16370



16370

33 33



NDA

9



06-30-2006 658



M

9



5

10



305

11



262

33



FURNISHINGS & APPL 09-30-2005 15000



M

9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 9



5

10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10



2880

11 11 11 11 11 11 11 11 11 11 11 11 11 11 11 11 11



2678

33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33 33



Valid Methods: For assets A purchased M AFTER 1980 ALT ARR ARP ALH ADS EXP Misc. SL SYD AMT ACRS or MACRS tangible property MACRS tangible property Alternative MACRS (150 DB election) Residential Rental (27.5 yr) Other Real Property (15,18,19,31.5,39.5 yr) Low Income Housing Property Alternative Depreciation System Section 179 Expense Election Straight Line Sum of the Years Digits Amortization For assets purchased BEFORE 1980 ONLY D DS DB DBS DD DDS 125% Declining Balance 125% Declining Balance with SL switch 150% Declining Balance 150% Declining Balance with SL switch 200% Declining Balance 200% Declining Balance with SL switch



Property Type Codes for 4797: 44 45 50 51 52 54 55 18 NL FA ID IC Section 1244 Stock Section 1245 Property Section 1250 Property Section 1251 Property Section 1252 Property Section 1254 Property Section 1255 Property Form 4797 line 18 entry Nonrecaptured Losses Farm Animal Intangible Drilling Involuntary Conversion See manual for others



4562 8-1



Listed Property Types: V X Luxury Vehicle Computers, property generally used for entertainment, recreation, or amusement, and cellular phones.



Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



4562.LD



2008 Detail Worksheet

Title

1



SALLY'S HOLDINGS LLC



41-2185048



FORM 8825, LINE 15 - OTHER

2007 Amount

3



Description

2



2008 Amount



MANAGEMENT FEES

4



4512

5



SUPPLIES

6



200

7



MISCELLANEOUS FURNISHINGS

8 10 12 14 16 18 20 22 24



608

9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



SALLY'S HOLDINGS LLC



41-2185048



SCHEDULE M-2, LINE 7 - OTHER DECREASES

2007 Amount

3



Description

2



2008 Amount



ADJUST FIXED ASSETS/ACCUM DEPRECIATOIN

4 6 8 10 12 14 16 18 20 22 24



15059

5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Partnership Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

CAPE SCAPES LAWN SERVICE LLC



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Sub-S Corporation General Information

Name DBA or C/O Address City, ST, ZIP County Phone

1 2 3 5 8 9



CAPE SCAPES LAWN SERVICE LLC

Other Information Suite #

4



20-2707133



CAPE SCAPES LAWN SERVICE LLC 3413 SE 15TH AVENUE CAPE CORAL LEE



Resident state Misc code 1 Misc code 2 Invoice number Preparer fee Firm #



28 29 30 31 32 33 34 35 36



6



7



FL 33904



General Information A 1 1-1 Principal business activity Principal product or service D E Employer identification number Date incorporated State of incorporation G H

17



Date of election as an S Corporation Principal business code number

12 13



10 11



Preparer # Data entry operator # ERO # If not calendar year



B



SERVICE LAWN CARE

14 15



20-2707133 05-06-2005

16



Fiscal year begins Fiscal year ends



37 38



First year as an S Corporation

21 22 23



18



FL

Attaching Form 2553 as a PDF document



Check applicable boxes:

19 20



Change of address Amended return S Election termination or revocation

24



Final return Name change



I



Number of shareholders at tax year-end Accounting Method

25



X

Income



Cash



26



Accrual



Other



27



Income & Deductions

1a Gross receipts or sales 1b Returns and allowances Deductions 7 Officer compensation paid to non-shareholder employees Officer compensation paid to shareholder employees Salaries and wages paid to non-shareholder employees Salaries and wages paid to shareholder employees Repairs and maintenance Bad debts Rents

3 4 5 6 7 8 9 1 2



13



Interest expense



10 11 12 13 14 15 16



14a Depreciation 14b Depreciation claimed on Sch A and elsewhere 15 16 17 18 Depletion Advertising Pension, profit-sharing, etc. Employee benefit programs



3 1-2



8



9 10 11



Form 1120S Schedule K Most Common Items 4 Interest income

17 18 19 20 21 SGEN.LD



5a Ordinary dividends 5b Qualified dividends Cash contributions 12a (50% ONLY) 16b Other tax-exempt income Officer life ins. proceeds



16c Nondeductible expenses Other Nondeductible expenses Penalties and fines Nondeductible expenses Officer life ins. premiums 16d Property distributions



22 23 24 25



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



2008 K1 - Shareholder's share of inc, credits, etc.

ID no. Name Care of/ FBO/DBA Address City

1



CAPE SCAPES LAWN SERVICE LLC

Resident state Phone number Foreign Address Information Only

10



20-2707133

9



594124998

3 4 5



Type



2



ANTHONY C PELLE



3413 SE 15TH AVENUE

6



Province/state Country

12



11



CAPE CORAL

State and Zip

7 8



U.S. Address



FL



33904

14



Postal Code



13



Percentage of Stock Ownership Shares at start of year



Complete the following ONLY if shares changed hands during the year: Change in shares on date # 1 Change in shares on date # 2

15 16



Change in shares on date # 3 Change in shares on date # 4 Shareholder's % of stock ownership



17 18 19



Check applicable box K-1 Overrides 1 2 3 4 K1 3-4 5a Ordinary dividends 5b Qualified dividends 6 7 Royalties Ordinary income (loss) Rental real estate income (loss) Other rental income (loss) Interest income



20



Final K-1



21



Amended K-1 2007 Amount Code 13 Credits & credit recapture

61 63 65 67 69 62 64 66 68 70 72 74 76 78 80 82 84 86 88 90 92 94 96 98 100 102 104 106 108 110 112 SK1.LD



2007 Amount Code

22 23 24 25 26 27 28 29 30 31 32 33 34 36 38 40 42 35 37 39 41 43 44 45 47 49 51 53 55 57 59 46 48 50 52 54 56 58 60



2008 Amount



2008 Amount



14 Foreign transactions



71 73 75 77 79 81 83



Short-term capital gain (loss) Long-term capital 8a gain (loss) Collectibles (28%) 8b gain (loss) 8c Unrecap 1250 gain 9 10 Net sec 1231 gain (loss) Other income (loss)



Alternative minimum tax 15 items



85 87 89 91 93



11 12



Section 179 deduction Other deductions



Items affecting 16 shareholder basis



95 97 99 101 103



17 Other information



105 107 109 111



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

HARBORSIDE REALTY & INVESTMENTS INC



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Sub-S Corporation General Information

Name DBA or C/O Address City, ST, ZIP County Phone

1 2 3 5 8 9



HARBORSIDE REALTY & INVESTMENTS INC

Other Information Suite #

4



20-2119870



HARBORSIDE REALTY & INVESTMENTS INC 9241 ESTERO RIVER CIRCLE ESTERO LEE



Resident state Misc code 1 Misc code 2 Invoice number Preparer fee Firm #



28 29



FL



6



7



30 31 32 33 34 35 36



FL 33928-4418



General Information A 1 1-1 Principal business activity Principal product or service D E Employer identification number Date incorporated State of incorporation G H

17



Date of election as an S Corporation Principal business code number

12 13



10



1 1



01-01-2005

11



Preparer # Data entry operator # ERO # If not calendar year Fiscal year begins Fiscal year ends



B



531210



SALES REAL ESTATE

14 15



37 38



20-2119870 01-01-2005

16



First year as an S Corporation

21 22



18



FL

Attaching Form 2553 as a PDF document



Check applicable boxes:

19 20



Change of address Amended return S Election termination or revocation

24



Final return Name change



X

23



I



Number of shareholders at tax year-end Accounting Method

25



2

Other

27



X

Income



Cash



26



Accrual



Income & Deductions

1a Gross receipts or sales 1b Returns and allowances Deductions 7 Officer compensation paid to non-shareholder employees Officer compensation paid to shareholder employees Salaries and wages paid to non-shareholder employees Salaries and wages paid to shareholder employees Repairs and maintenance Bad debts Rents

3 4 5 6 7 8 9 1 2



13



Interest expense



10 11 12 13 14



14a Depreciation 14b Depreciation claimed on Sch A and elsewhere 15 16 17 18 Depletion Advertising Pension, profit-sharing, etc. Employee benefit programs



3 1-2



8



9 10 11



395

15 16



Form 1120S Schedule K Most Common Items 4 Interest income

17 18 19 20 21 SGEN.LD



5a Ordinary dividends 5b Qualified dividends Cash contributions 12a (50% ONLY) 16b Other tax-exempt income Officer life ins. proceeds



16c Nondeductible expenses Other Nondeductible expenses Penalties and fines Nondeductible expenses Officer life ins. premiums 16d Property distributions



22 23



25

24 25



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



2008 Other Income

Amount of credit for tax on fuels (Form 4136) Interest income on receivables INC 1-3 Recoveries of bad debts deducted in earlier years Section 481 adjustments State tax refund (cash basis) Taxable income from insurance proceeds Other (itemize)



HARBORSIDE REALTY & INVESTMENTS INC

1 2 3 4 5 6 7



20-2119870



Taxes and Licenses

1 State income taxes 2 State franchise taxes 3 City income taxes 4 City franchise taxes TAX 1-4 5 Local property taxes 6 Intangible property taxes 7 Payroll taxes 9 Foreign taxes paid 10 Occupancy taxes 11 Other miscellaneous taxes 12 Built-in gains tax allocated to ordinary income 13 Licenses

Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008 1 2 3 4 5



22

6 7 8 9 10 11 12



340

SINC.LD



2008 Other Deductions

Accounting Automobile and truck expense Bank charges Cash short/over Cell phone Clean fuel vehicle deductions Commissions Computer Consulting Credit and collection costs Delivery DED 1-5 Dues and subscriptions Education and training Equipment rental/lease Freight Fuel Gifts Independent contractor Insurance: (Enter total if not using detail below) Building & equipment insurance Liability insurance Other insurance Workers' comp insurance Internet Janitorial Discounts

1



HARBORSIDE REALTY & INVESTMENTS INC 1159

2



20-2119870

27 28 29 30



Laundry and cleaning Legal and professional Marketing Meals and ent 50% limited Meals and ent 75% limited Meals and ent 100% allowed Meetings Miscellaneous Office expense Outside services/subcontractors Parking fees and tolls Payroll processing expenses Permits and fees Postage/shipping Printing Recruiting Sales Security Software Supplies Telephone Tools Travel Uniforms Utilities Waste removal Other (itemize)



721

3



18

4 5 6 7 8 9 10 11 12 13



420

31 32 33 34



3

35



910

36 37 38 39 40



3917

14



50

15 16 17 18 19 20 21 22



165

41 42 43 44 45



159

46 47



2686

48 49 50 51 52 53



823

23 24 25



393

26



226

SDED.LD



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



2008 Sch A - Cost of Goods Sold

1 2 3 4 5 Inventory at beginning of year Purchases less cost of items withdrawn for personal use Cost of labor Additional section 263A costs Other costs Depreciation A 2-1 7 Inventory at end of year



HARBORSIDE REALTY & INVESTMENTS INC

1 2 3 4 5 6 7



20-2119870



9a Methods used for valuing inventory:

8 9 10



Cost Lower of cost or market Other

11



b c



12 13



Check this box if there was a write-down of subnormal goods Check this box if LIFO was adopted this tax year

14 15 17



d If LIFO was used, enter % of ending inventory computed under LIFO e Do the rules of section 263A apply to this corporation? f Was there any change in determining inventories? If yes, explain:

19



Yes Yes



16 18



No No



Sch B - Other Information

Yes

1 2



No



X

3 7



3



Did the corporation own greater than or equal to 50% of domestic corporation's stock at year-end? ID#

4 8 12



Name



% Owned

5 9 13



QSub Election

6 10 14



B 2-2

15 16 11



4 The corporation is required to file or has filed a return under Section 6111 5

17



Corporation issued publicly offered debt instruments w/OID

18 19



6 Net unrealized built-in gain reduced by net recognized built in gain from prior years 7 Accumulated earnings and profits of the corporation at the end of the tax year

20 21



8 Are the corporation's total receipts for the tax year AND total assets at the end of the year less than $250,000?

SAB.LD



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



2008 K1 - Shareholder's share of inc, credits, etc.

ID no. Name Care of/ FBO/DBA Address City

1



HARBORSIDE REALTY & INVESTMENTS INC

Resident state Phone number Foreign Address Information Only

10



20-2119870

9



068566342

3 4 5



Type



2



E



FL



DEBORAH S CHURA



9241 ESTERO RIVER CIRCLE

6



Province/state Country

12



11



ESTERO

State and Zip

7 8



U.S. Address



FL



33928-4418

14



Postal Code



13



Percentage of Stock Ownership Shares at start of year



50

15 16 17 18 19



Complete the following ONLY if shares changed hands during the year: Change in shares on date # 1 Change in shares on date # 2 Change in shares on date # 3 Change in shares on date # 4 Shareholder's % of stock ownership Check applicable box K-1 Overrides 1 2 3 4 K1 3-4 5a Ordinary dividends 5b Qualified dividends 6 7 Royalties Ordinary income (loss) Rental real estate income (loss) Other rental income (loss) Interest income

20



Final K-1



21



Amended K-1 2007 Amount Code 13 Credits & credit recapture

61 63 65 67 69 62 64 66 68 70 72 74 76 78 80 82 84 86 88 90 92 94 96 98 100 102 104 106 108 110 112 SK1.LD



2007 Amount Code

22 23 24 25 26 27 28 29 30 31 32 33 34 36 38 40 42 35 37 39 41 43 44 45 47 49 51 53 55 57 59 46 48 50 52 54 56 58 60



2008 Amount



2008 Amount



14 Foreign transactions



71 73 75 77 79 81 83



Short-term capital gain (loss) Long-term capital 8a gain (loss) Collectibles (28%) 8b gain (loss) 8c Unrecap 1250 gain 9 10 Net sec 1231 gain (loss) Other income (loss)



Alternative minimum tax 15 items



85 87 89 91 93



11 12



Section 179 deduction Other deductions



Items affecting 16 shareholder basis



95 97 99 101 103



17 Other information



105 107 109 111



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



2008 K1 - Shareholder's share of inc, credits, etc.

ID no. Name Care of/ FBO/DBA Address City

1



HARBORSIDE REALTY & INVESTMENTS INC

Resident state Phone number Foreign Address Information Only

10



20-2119870

9



062644692

3 4 5



Type



2



MICHAEL T CHURA



9241 ESTERO RIVER CIRCLE

6



Province/state Country

12



11



ESTERO

State and Zip

7 8



U.S. Address



FL



33928-4418

14



Postal Code



13



Percentage of Stock Ownership Shares at start of year



50

15 16 17 18 19



Complete the following ONLY if shares changed hands during the year: Change in shares on date # 1 Change in shares on date # 2 Change in shares on date # 3 Change in shares on date # 4 Shareholder's % of stock ownership Check applicable box K-1 Overrides 1 2 3 4 K1 3-4 5a Ordinary dividends 5b Qualified dividends 6 7 Royalties Ordinary income (loss) Rental real estate income (loss) Other rental income (loss) Interest income

20



Final K-1



21



Amended K-1 2007 Amount Code 13 Credits & credit recapture

61 63 65 67 69 62 64 66 68 70 72 74 76 78 80 82 84 86 88 90 92 94 96 98 100 102 104 106 108 110 112 SK1.LD



2007 Amount Code

22 23 24 25 26 27 28 29 30 31 32 33 34 36 38 40 42 35 37 39 41 43 44 45 47 49 51 53 55 57 59 46 48 50 52 54 56 58 60



2008 Amount



2008 Amount



14 Foreign transactions



71 73 75 77 79 81 83



Short-term capital gain (loss) Long-term capital 8a gain (loss) Collectibles (28%) 8b gain (loss) 8c Unrecap 1250 gain 9 10 Net sec 1231 gain (loss) Other income (loss)



Alternative minimum tax 15 items



85 87 89 91 93



11 12



Section 179 deduction Other deductions



Items affecting 16 shareholder basis



95 97 99 101 103



17 Other information



105 107 109 111



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



2008 L1 - Balance Sheet - Assets

1 Cash



HARBORSIDE REALTY & INVESTMENTS INC

Beginning of year (a) (b)

1 2 3 4 5 6 7 8 9 10 11 29 30 31 32 15 16 17 18 34 35



20-2119870

End of year

19



(c)



(d)



139



2a Trade notes & accounts receivable b Less allowance on bad debts 3 4 5 6 L 4-1 8 9 Mortgage/real estate loans Other investments 7 Inventories U.S. government securities Tax-exempt securities Other current assets Loans to shareholders



20 21 22 23 24 25 26 27 28



10a Depreciable assets b Less accumulated depreciation 11a Depletable assets b Less accumulated depletion 12 Land



894

12 13 14



894



33



13a Intangible assets b Less accumulated amortization 14 Other assets



36



2008 L2 - Balance Sheet - Liabilities & Capital

Beginning of year 16 17 18 19 L2 4-2 21 22 23 24 25 26 Other liabilities Capital stock Paid-in or capital surplus Retained earnings Adjustment to shareholders' equity Treasury stock 20 Accounts payable Payables less than 1 year Other current liabilities Loans from shareholders Payables more than 1 year

1 2 3 4 12 13 14 15 16 17 18 19 20 21 22



End of year



21706

5 6 7



100

8 9



-11308

10 11



The retained earnings account can be automatic. However, it is also used as the balancing account. If an amount is entered, it will be compared with the computed amount. If no amount is entered, no checking will be done, and the balance sheet will be forced to balance by the program.

Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008 SL.LD



2008 SCH2 - Subsidiary Sch for the Bal Sheet

Select a line number and complete the columns below.



HARBORSIDE REALTY & INVESTMENTS INC



20-2119870



A statement showing totals for each column will be prepared based on the information entered here. Totals are printed on the appropriate lines of Schedule L.



Lines with (STATEMENT) indicated will produce a statement that is e-fileable. All other lines will produce a statement sheet that is not e-filed. Line number

1



18



OTHER CURRENT LIABILITIES

Description

2 5 8 3



(STM)

Beginning of year

4 7 10 13 16 19 22 25 28 31 34 37 40



End of year



PAYROLL TAXES



6 9 12 15 18 21 24 27 30 33 36 39



SCH2 4-3



11 14 17 20 23 26 29 32 35 38



M1 - Reconciliation of Income (Loss) per Books with Income per Return

based on the reconciling items entered 1 Net income per books is calculatedautomatically to line 8 of Schedule M-1. below and the amount that carries 2 Income recorded on Sch K, lines 1, 2, 3c, 4, 5a, 6, 7, 8a, 9 and 10 not on book on 3 Expenses recordedand books but not on Sch K, lines 1 through 12, 14l (or 14m) M1 4-4 Other 5 Income recorded on books but not on Sch K, lines 1 through 10 Tax-exempt interest Other included on Sch K, lines through 12, 6 Deductions 14m) not charged against1book income and 14l (or Depreciation Other Depreciation Disallowed 179 Expense

1 2 3 4 5 6 7 8



Amount



M2 - Analysis of Accumulated Adjustments Acct, Etc.

Accumulated adjustments M2 4-5 1 Balance at start of year 3 Other additions 5 Other reductions 7 Non-dividend distributions account

1 2 5 7 9 10 SM.LD



Other adjustments account



Shareholders undistributed taxable income

3



-9235

4 6 8



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



HARBORSIDE REALTY & INVESTMENTS INC



20-2119870



OTHER EXPENSE

2007 Amount

3



Description

2



2008 Amount



KEY SERVICE

4



162

5



SIGNS

6 8 10 12 14 16 18 20 22 24



64

7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

LEWIS CONSTRUCTION ENTERPRISES



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Sub-S Corporation General Information

Name DBA or C/O Address City, ST, ZIP County Phone

1 2 3 5 8 9



LEWIS CONSTRUCTION ENTERPRISES

Other Information Suite #

4 6 7



20-0154057



LEWIS CONSTRUCTION ENTERPRISES OF FLORIDA INC 1914 IMPERIAL GOLF COURSE BLVD NAPLES COLLIER



Resident state Misc code 1 Misc code 2 Invoice number Preparer fee Firm #



28 29 30 31 32 33 34 35 36



FL 34110



General Information A 1 1-1 Principal business activity Principal product or service D E Employer identification number Date incorporated State of incorporation G H

17



Date of election as an S Corporation Principal business code number

12 13



10



01-01-2004

11



Preparer # Data entry operator # ERO # If not calendar year Fiscal year begins Fiscal year ends



B



238300



CONSTRUCTION TRIM CARPENTRY

14 15



37 38



20-0154057 08-18-2003

16



First year as an S Corporation

21 22 23



18



FL

Attaching Form 2553 as a PDF document



Check applicable boxes:

19 20



Change of address Amended return S Election termination or revocation

24



Final return Name change



I



Number of shareholders at tax year-end Accounting Method

25



Cash



26



X



Accrual



Other



27



Income & Deductions

Income 1a Gross receipts or sales 1b Returns and allowances Deductions 7 Officer compensation paid to non-shareholder employees Officer compensation paid to 5700 shareholder employees Salaries and wages paid to non-shareholder employees Salaries and wages paid to shareholder employees Repairs and maintenance Bad debts Rents

3 4 5 6 7 1



347208

2



13



Interest expense



10



4298

11 12 13 14



14a Depreciation 14b Depreciation claimed on Sch A and elsewhere 15 16 17 18 Depletion Advertising Pension, profit-sharing, etc. Employee benefit programs



3 1-2



8



9 10 11



3564

8 9



405

15 16



8411

17



Form 1120S Schedule K Most Common Items 4 Interest income



5

18 19 20 21



5a Ordinary dividends 5b Qualified dividends Cash contributions 12a (50% ONLY) 16b Other tax-exempt income Officer life ins. proceeds



16c Nondeductible expenses Other Nondeductible expenses Penalties and fines Nondeductible expenses Officer life ins. premiums 16d Property distributions



22



2162

23 24 25



90132



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



SGEN.LD



2008 Other Income

Amount of credit for tax on fuels (Form 4136) Interest income on receivables INC 1-3 Recoveries of bad debts deducted in earlier years Section 481 adjustments State tax refund (cash basis) Taxable income from insurance proceeds Other (itemize)



LEWIS CONSTRUCTION ENTERPRISES

1 2 3 4 5 6 7



20-0154057



Taxes and Licenses

1 State income taxes 2 State franchise taxes 3 City income taxes 4 City franchise taxes TAX 1-4 5 Local property taxes 6 Intangible property taxes 7 Payroll taxes 9 Foreign taxes paid 10 Occupancy taxes 11 Other miscellaneous taxes 12 Built-in gains tax allocated to ordinary income 13 Licenses

Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008 1 2 3 4 5



40

6 7



488

8 9 10 11 12 SINC.LD



2008 Other Deductions

Accounting Automobile and truck expense Bank charges Cash short/over Cell phone Clean fuel vehicle deductions Commissions Computer Consulting Credit and collection costs Delivery DED 1-5 Dues and subscriptions Education and training Equipment rental/lease Freight Fuel Gifts Independent contractor Insurance: (Enter total if not using detail below) Building & equipment insurance 1244 Liability insurance Other insurance Workers' comp insurance Internet Janitorial Discounts

1



LEWIS CONSTRUCTION ENTERPRISES 2460

2



20-0154057

27 28



Laundry and cleaning Legal and professional Marketing Meals and ent 50% limited Meals and ent 75% limited Meals and ent 100% allowed Meetings Miscellaneous Office expense Outside services/subcontractors Parking fees and tolls Payroll processing expenses Permits and fees Postage/shipping Printing Recruiting Sales Security Software Supplies Telephone Tools Travel Uniforms Utilities Waste removal Other (itemize)



936

3



99

29 30



477

4 5 6 7 8 9 10 11 12 13



1497

31 32 33 34



991

35



1595

36 37 38 39 40



1241

14 15



392

41



31

16 17



119

42 43 44 45 46 47



4891

18 19 20 21 22



4146

48



3827

23 24



178

49



1382

50



3026

25 26



49

51



2826

52 53



500



550

SDED.LD



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



2008 Sch A - Cost of Goods Sold

1 2 3 4 5 Inventory at beginning of year Purchases less cost of items withdrawn for personal use Cost of labor Additional section 263A costs Other costs Depreciation A 2-1 7 Inventory at end of year



LEWIS CONSTRUCTION ENTERPRISES

1



20-0154057 50000

2



120487

3



129286

4 5



5631

6 7



45000



9a Methods used for valuing inventory:

8 9



X



Cost Lower of cost or market Other

11



10



b c



12 13



Check this box if there was a write-down of subnormal goods Check this box if LIFO was adopted this tax year

14 15 17



d If LIFO was used, enter % of ending inventory computed under LIFO e Do the rules of section 263A apply to this corporation? f Was there any change in determining inventories? If yes, explain:

19



Yes Yes



16 18



X X



No No



Sch B - Other Information

Yes

1 2



No



X

3 7



3



Did the corporation own greater than or equal to 50% of domestic corporation's stock at year-end? ID#

4 8 12



Name



% Owned

5 9 13



QSub Election

6 10 14



B 2-2

15 16 11



4 The corporation is required to file or has filed a return under Section 6111 5

17



Corporation issued publicly offered debt instruments w/OID

18 19



6 Net unrealized built-in gain reduced by net recognized built in gain from prior years 7 Accumulated earnings and profits of the corporation at the end of the tax year

20 21



8 Are the corporation's total receipts for the tax year AND total assets at the end of the year less than $250,000?

SAB.LD



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



2008 K - Alt Min, Other Info, Stock Trans Dates

Alternative Minimum Tax (AMT) Items 15a Post-1986 depreciation adj 15b Adjusted gain or loss 15c Depletion other than oil or gas 15d Gross income from oil, gas, and geothermal 15e Deductions from oil, gas, and geothermal 15f Other AMT items (attach schedule) Items Affecting Shareholder Basis 16a Tax-exempt interest income 16b Other tax-exempt income KB 3-3 16c Nondeductible expenses Officer life insurance premiums 16d Property distributed 16e Prepayment of loans from shareholders Other Information 17a Investment income 17b Investment expenses 17c Dividend distributions paid from accumulated earnings

13 14 15 7 8 9 10 11 12 1 2 3 4 5 6



LEWIS CONSTRUCTION ENTERPRISES

Other Information (continued) 17d Other items and amounts C Qualified rehabilitation expense D Basis of energy property Recapture of low-income E housing credit (sec 42(j)(5)) Recapture of low-income F housing credit (other) G Recapture of investment credit H Recapture of other credits Look-back interest - completed long-term contracts J Look-back interest - income forecast method of property K Dispositionsdeductions with section 179 Recapture of section 179 L deductions I M Section 453(1) (3) information N Section 453A(c) information O Section 1260(b) information P Interest allocable to production expenditures Q CCF nonqualified withdrawal needed to R Informationoil and gas figure depletion Amortization of reforestation S cost T Other information Stock Transaction Dates Date # 1 Date # 2 Date # 3 Date # 4

34 35 36 37



20-0154057



16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33



82648



If there were four or fewer dates on which shareholders had stock transactions, the weighted average K-1 percentage for each shareholder can be calculated by entering dates here and entering the no. of shares on each K-1 screen. The K-1 screen has an override percentage.

SK.LD3



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



2008 K1 - Shareholder's share of inc, credits, etc.

ID no. Name Care of/ FBO/DBA Address City

1



LEWIS CONSTRUCTION ENTERPRISES

Resident state Phone number Foreign Address Information Only

10



20-0154057

9



151504085

3



Type



2



FL



JACK LEWIS

4 5



1914 IMPERIAL GOLF COURSE BLVD

6



Province/state Country

12



11



NAPLES

State and Zip

7 8



U.S. Address



FL



34110

14



Postal Code



13



Percentage of Stock Ownership Shares at start of year



250

15 16 17 18 19



Complete the following ONLY if shares changed hands during the year: Change in shares on date # 1 Change in shares on date # 2 Change in shares on date # 3 Change in shares on date # 4 Shareholder's % of stock ownership Check applicable box K-1 Overrides 1 2 3 4 K1 3-4 5a Ordinary dividends 5b Qualified dividends 6 7 Royalties Ordinary income (loss) Rental real estate income (loss) Other rental income (loss) Interest income

20



Final K-1



21



Amended K-1 2007 Amount Code 13 Credits & credit recapture

61 63 65 67 69 62 64 66 68 70 72 74 76 78 80 82 84 86 88 90 92 94 96 98 100 102 104 106 108 110 112 SK1.LD



2007 Amount Code

22 23 24 25 26 27 28 29 30 31 32 33 34 36 38 40 42 35 37 39 41 43 44 45 47 49 51 53 55 57 59 46 48 50 52 54 56 58 60



2008 Amount



2008 Amount



14 Foreign transactions



71 73 75 77 79 81 83



Short-term capital gain (loss) Long-term capital 8a gain (loss) Collectibles (28%) 8b gain (loss) 8c Unrecap 1250 gain 9 10 Net sec 1231 gain (loss) Other income (loss)



Alternative minimum tax 15 items



85 87 89 91 93



11 12



Section 179 deduction Other deductions



Items affecting 16 shareholder basis



95



1081



C

97 99 101 103



17 Other information



105 107 109 111



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



2008 K1 - Shareholder's share of inc, credits, etc.

ID no. Name Care of/ FBO/DBA Address City

1



LEWIS CONSTRUCTION ENTERPRISES

Resident state Phone number Foreign Address Information Only

10



20-0154057

9



156567851

3



Type



2



FL



IRENE LEWIS

4 5



1914 IMPERIAL GOLF COURSE BLVD

6



Province/state Country

12



11



NAPLES

State and Zip

7 8



U.S. Address



FL



34110

14



Postal Code



13



Percentage of Stock Ownership Shares at start of year



250

15 16 17 18 19



Complete the following ONLY if shares changed hands during the year: Change in shares on date # 1 Change in shares on date # 2 Change in shares on date # 3 Change in shares on date # 4 Shareholder's % of stock ownership Check applicable box K-1 Overrides 1 2 3 4 K1 3-4 5a Ordinary dividends 5b Qualified dividends 6 7 Royalties Ordinary income (loss) Rental real estate income (loss) Other rental income (loss) Interest income

20



Final K-1



21



Amended K-1 2007 Amount Code 13 Credits & credit recapture

61 63 65 67 69 62 64 66 68 70 72 74 76 78 80 82 84 86 88 90 92 94 96 98 100 102 104 106 108 110 112 SK1.LD



2007 Amount Code

22 23 24 25 26 27 28 29 30 31 32 33 34 36 38 40 42 35 37 39 41 43 44 45 47 49 51 53 55 57 59 46 48 50 52 54 56 58 60



2008 Amount



2008 Amount



14 Foreign transactions



71 73 75 77 79 81 83



Short-term capital gain (loss) Long-term capital 8a gain (loss) Collectibles (28%) 8b gain (loss) 8c Unrecap 1250 gain 9 10 Net sec 1231 gain (loss) Other income (loss)



Alternative minimum tax 15 items



85 87 89 91 93



11 12



Section 179 deduction Other deductions



Items affecting 16 shareholder basis



95



1081



C

97 99 101 103



17 Other information



105 107 109 111



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



2008 L1 - Balance Sheet - Assets

1 Cash



LEWIS CONSTRUCTION ENTERPRISES

Beginning of year (a) (b)

1 2



20-0154057

(c) End of year

19



(d)



559



2a Trade notes & accounts receivable b Less allowance on bad debts 3 4 5 6 L 4-1 8 9 Mortgage/real estate loans Other investments 7 Inventories U.S. government securities Tax-exempt securities Other current assets Loans to shareholders



20 21



465

3 4



22 23 24 25 26 27 28 29 30 31 32



45000

5 6 7 8 9 10 11



10a Depreciable assets b Less accumulated depreciation 11a Depletable assets b Less accumulated depletion 12 Land



53112

12 13 14 15 16 17 18



34614



33 34 35 36



13a Intangible assets b Less accumulated amortization 14 Other assets



2008 L2 - Balance Sheet - Liabilities & Capital

Beginning of year 16 17 18 19 L2 4-2 21 22 23 24 25 26 Other liabilities Capital stock Paid-in or capital surplus Retained earnings Adjustment to shareholders' equity Treasury stock 20 Accounts payable Payables less than 1 year Other current liabilities Loans from shareholders Payables more than 1 year

1 12 13 14 15 16 17 18 19 20 21 22



End of year



450

2 3 4



7679

5



21357

6 7



500

8 9 10 11



The retained earnings account can be automatic. However, it is also used as the balancing account. If an amount is entered, it will be compared with the computed amount. If no amount is entered, no checking will be done, and the balance sheet will be forced to balance by the program.

Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008 SL.LD



2008 SCH2 - Subsidiary Sch for the Bal Sheet

Select a line number and complete the columns below.



LEWIS CONSTRUCTION ENTERPRISES



20-0154057



A statement showing totals for each column will be prepared based on the information entered here. Totals are printed on the appropriate lines of Schedule L.



Lines with (STATEMENT) indicated will produce a statement that is e-fileable. All other lines will produce a statement sheet that is not e-filed. Line number

1



Description

2 5 8 3 6 9



Beginning of year

4 7 10 13 16 19 22 25 28 31 34 37 40



End of year



SCH2 4-3



11 14 17 20 23 26 29 32 35 38



12 15 18 21 24 27 30 33 36 39



M1 - Reconciliation of Income (Loss) per Books with Income per Return

based on the reconciling items entered 1 Net income per books is calculatedautomatically to line 8 of Schedule M-1. below and the amount that carries 2 Income recorded on Sch K, lines 1, 2, 3c, 4, 5a, 6, 7, 8a, 9 and 10 not on book on 3 Expenses recordedand books but not on Sch K, lines 1 through 12, 14l (or 14m) M1 4-4 Other 5 Income recorded on books but not on Sch K, lines 1 through 10 Tax-exempt interest Other included on Sch K, lines through 12, 6 Deductions 14m) not charged against1book income and 14l (or Depreciation Other Depreciation Disallowed 179 Expense

1 2 3 4 5 6 7 8



Amount



M2 - Analysis of Accumulated Adjustments Acct, Etc.

Accumulated adjustments M2 4-5 1 Balance at start of year 3 Other additions 5 Other reductions 7 Non-dividend distributions account

1 2 5 7 9 10 SM.LD



Other adjustments account



Shareholders undistributed taxable income

3



100585

4 6 8



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



LEWIS CONSTRUCTION ENTERPRISES



20-0154057

Date sold

65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 65 Prop type 66 67 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 66 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67 67



2008 Form 4562 - (1120S, 8825, F, Rent)

For

1



Multi

2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 3 3 3 3 3 3



Description of Property

4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4



Date Acquired

5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5



Cost/Basis



Land cost Meth

50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 9



Life

10 11 11 11 11 11 11 11 11 11 11 11



Prior depr.



Sec 179 Exp Sec 179 Exp Prior AMT Elected Allowed depr.

14 15 33 33 33 33 33 33 33 33 33 33 33



Sales price

68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68 68



Expense of sale



1120

1



2000 FORD F-150 TR 06-30-2004 15349 1999 FORD F-250 TR 06-30-2004 5045 FURNITURE & FIXTUR 06-30-1995 2790 FURNITURE & FIXTUR 06-30-2001 100 FURNITURE & FIXTUR 06-30-2003 480 GENERATOR

3



M

9



5

10



15349

14



15349

15



1120

1



M

9



5

10



4288

14



4288

15



1120

1



M

9



5

10



2790

14



2790

15



1120

1



M

9



5

10



100

14



100

15



1120

1



M

9



5

10



480

14



480

15



1120

1



06-30-2002 700 06-30-2003 700 06-30-2004 250 06-09-2006 1329 12-27-2006 1304 10-15-2006 24945



M

9



5

10



700

14



700

15



1120

1



GENERATOR

3



M

9



5

10



700

14



700

15



1120

1



LADDER

3



M

9



5

10



250

14



250

15



1120

1



COMPUTER

3



M

9



5

10



1329

14



1329

15



1120

1



COMPUTER

3



M

9



5

10



1304

14 14 14 14 14 14 14 14 14 14 14



1304

15 15 15 15 15 15 15 15 15 15 15



1120

1 1 1 1 1 1 1 1 1 1



FORD VAN

3 3 3 3 3 3 3 3 3 3



M

9 9 9 9 9 9 9 9 9 9



5

10 10 10 10 10 10 10 10 10 10



6447

11 11 11 11 11 11 11 11 11 11



6447

33 33 33 33 33 33 33 33 33 33



Valid Methods: For assets A purchased M AFTER 1980 ALT ARR ARP ALH ADS EXP Misc. SL SYD AMT ACRS or MACRS tangible property MACRS tangible property Alternative MACRS (150 DB election) Residential Rental (27.5 yr) Other Real Property (15,18,19,31.5,39.5 yr) Low Income Housing Property Alternative Depreciation System Section 179 Expense Election Straight Line Sum of the Years Digits Amortization For assets purchased BEFORE 1980 ONLY D DS DB DBS DD DDS 125% Declining Balance 125% Declining Balance with SL switch 150% Declining Balance 150% Declining Balance with SL switch 200% Declining Balance 200% Declining Balance with SL switch



Property Type Codes for 4797: 44 45 50 51 52 54 55 18 NL FA ID IC Section 1244 Stock Section 1245 Property Section 1250 Property Section 1251 Property Section 1252 Property Section 1254 Property Section 1255 Property Form 4797 line 18 entry Nonrecaptured Losses Farm Animal Intangible Drilling Involuntary Conversion See manual for others



4562 8-1



Listed Property Types: V X Luxury Vehicle Computers, property generally used for entertainment, recreation, or amusement, and cellular phones.



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



4562.LD



2008 Detail Worksheet

Title

1



LEWIS CONSTRUCTION ENTERPRISES



20-0154057



SCHEDULE A, LINE 2 - PURCHASES LESS COST OF PERSONAL ITEMS

2007 Amount

3



Description

2



2008 Amount



JOB MATERIALS

4



36594

5



BUILDING SUPPLIES

6 8 10 12 14 16 18 20 22 24



83893

7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



LEWIS CONSTRUCTION ENTERPRISES



20-0154057



SCHEDULE A, LINE 5 - OTHER COSTS

2007 Amount

3



Description

2



2008 Amount



LANDSCAPING

4



1897

5



SALES TAX

6 8 10 12 14 16 18 20 22 24



3734

7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



LEWIS CONSTRUCTION ENTERPRISES



20-0154057



OTHER EXPENSES

2007 Amount

3



Description

2



2008 Amount



ADMINISTRATIVE FEES

4



110

5



INTERNET

6



250

7



PEST CONTROL

8 10 12 14 16 18 20 22 24



190

9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



Ctrl- 26 W

28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



FOR TAX YEAR 2008

TURANO PAINTING, INC



BATCH 3820 THIRD AVENUE NW Naples, FL 34120-2728 239-348-3012



2008 Sub-S Corporation General Information

Name DBA or C/O Address City, ST, ZIP County Phone

1 2 3 5 8 9



TURANO PAINTING, INC

Other Information Suite #

4



59-3678290



TURANO PAINTING, INC 251 6TH STREET BONITA SPRINGS LEE

239-272-1936

10



Resident state Misc code 1 Misc code 2 Invoice number Preparer fee Firm #



28 29



FL



6



7



30 31 32 33 34 35 36



FL 34134



General Information A 1 1-1 Principal business activity Principal product or service D E Employer identification number Date incorporated State of incorporation G H

17



1 1 1



Date of election as an S Corporation Principal business code number

12 13



09-25-2000

11



Preparer # Data entry operator # ERO # If not calendar year



B



561790



CONSTRUCTION PAINTING

14 15



59-3678290 09-25-2000

16



Fiscal year begins Fiscal year ends



37 38



First year as an S Corporation

21 22 23



18



FL

Attaching Form 2553 as a PDF document



Check applicable boxes:

19 20



Change of address Amended return S Election termination or revocation

24



Final return Name change



I



Number of shareholders at tax year-end Accounting Method

25



X

Income



Cash



26



Accrual



Other



27



Income & Deductions

1a Gross receipts or sales 1b Returns and allowances Deductions 7 Officer compensation paid to non-shareholder employees Officer compensation paid to 20000 shareholder employees Salaries and wages paid to non-shareholder employees Salaries and wages paid to shareholder employees Repairs and maintenance Bad debts Rents

3 4 5 6 7 1



210541

2



13



Interest expense



10



3458

11 12 13 14 15 16



14a Depreciation 14b Depreciation claimed on Sch A and elsewhere 15 16 17 18 Depletion Advertising Pension, profit-sharing, etc. Employee benefit programs



3 1-2



8



9 10 11



5293

8 9



10023

17 18 19 20



Form 1120S Schedule K Most Common Items 4 Interest income 16c Nondeductible expenses Other Nondeductible expenses Penalties and fines Nondeductible expenses Officer life ins. premiums 16d Property distributions

22



1607

23



5a Ordinary dividends 5b Qualified dividends Cash contributions 12a (50% ONLY) 16b Other tax-exempt income Officer life ins. proceeds



372

24 25



111

21



70112



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



SGEN.LD



2008 Other Income

Amount of credit for tax on fuels (Form 4136) Interest income on receivables INC 1-3 Recoveries of bad debts deducted in earlier years Section 481 adjustments State tax refund (cash basis) Taxable income from insurance proceeds Other (itemize)



TURANO PAINTING, INC

1 2 3 4 5 6 7



59-3678290



Taxes and Licenses

1 State income taxes 2 State franchise taxes 3 City income taxes 4 City franchise taxes TAX 1-4 5 Local property taxes 6 Intangible property taxes 7 Payroll taxes 9 Foreign taxes paid 10 Occupancy taxes 11 Other miscellaneous taxes 12 Built-in gains tax allocated to ordinary income 13 Licenses

Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008 1 2 3 4 5 6 7



2020

8 9 10



186

11 12



160

SINC.LD



2008 Other Deductions

Accounting Automobile and truck expense Bank charges Cash short/over Cell phone Clean fuel vehicle deductions Commissions Computer Consulting Credit and collection costs Delivery DED 1-5 Dues and subscriptions Education and training Equipment rental/lease Freight Fuel Gifts Independent contractor Insurance: (Enter total if not using detail below) Building & equipment insurance Liability insurance Other insurance Workers' comp insurance Internet Janitorial Discounts

1



TURANO PAINTING, INC 1395

2 3



59-3678290

27 28 29 30



Laundry and cleaning Legal and professional Marketing Meals and ent 50% limited Meals and ent 75% limited Meals and ent 100% allowed Meetings Miscellaneous Office expense Outside services/subcontractors Parking fees and tolls Payroll processing expenses Permits and fees Postage/shipping Printing Recruiting Sales Security Software Supplies Telephone Tools Travel Uniforms Utilities Waste removal Other (itemize)



34

4 5 6 7



1463

31 32 33 34



2595

8 9 10 11 12 13 14 15 16 17



22

35 36 37 38 39 40



210

41 42 43 44 45 46 47



9312

18 19 20



8320

21 22 23 24 25 26



3654

48 49



83

50 51



813

52 53 SDED.LD



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



2008 Sch A - Cost of Goods Sold

1 2 3 4 5 Inventory at beginning of year Purchases less cost of items withdrawn for personal use Cost of labor Additional section 263A costs Other costs Depreciation A 2-1 7 Inventory at end of year



TURANO PAINTING, INC

1 2



59-3678290



73580

3 4 5



1041

6 7



9a Methods used for valuing inventory:

8 9



X



Cost Lower of cost or market Other

11



10



b c



12 13



Check this box if there was a write-down of subnormal goods Check this box if LIFO was adopted this tax year

14 15 17



d If LIFO was used, enter % of ending inventory computed under LIFO e Do the rules of section 263A apply to this corporation? f Was there any change in determining inventories? If yes, explain:

19



Yes Yes



16 18



No No



Sch B - Other Information

Yes

1 2



No



X

3 7



3



Did the corporation own greater than or equal to 50% of domestic corporation's stock at year-end? ID#

4 8 12



Name



% Owned

5 9 13



QSub Election

6 10 14



B 2-2

15 16 11



4 The corporation is required to file or has filed a return under Section 6111 5

17



Corporation issued publicly offered debt instruments w/OID

18 19



6 Net unrealized built-in gain reduced by net recognized built in gain from prior years 7 Accumulated earnings and profits of the corporation at the end of the tax year

20 21



8 Are the corporation's total receipts for the tax year AND total assets at the end of the year less than $250,000?

SAB.LD



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



2008 K1 - Shareholder's share of inc, credits, etc.

ID no. Name Care of/ FBO/DBA Address City

1



TURANO PAINTING, INC

Resident state Phone number Foreign Address Information Only

10



59-3678290

9



521117907

3 4 5



Type



2



FL 239-272-1936

11 12 13



DARLA L TURANO



251 6TH STREET

6



Province/state Country

8



BONITA SPRINGS

State and Zip

7



U.S. Address



FL



34134

14



Postal Code



Percentage of Stock Ownership Shares at start of year



Complete the following ONLY if shares changed hands during the year: Change in shares on date # 1 Change in shares on date # 2

15 16



Change in shares on date # 3 Change in shares on date # 4 Shareholder's % of stock ownership



17 18 19



50



Check applicable box K-1 Overrides 1 2 3 4 K1 3-4 5a Ordinary dividends 5b Qualified dividends 6 7 Royalties Ordinary income (loss) Rental real estate income (loss) Other rental income (loss) Interest income



20



Final K-1



21



Amended K-1 2007 Amount Code 13 Credits & credit recapture

61 63 65 67 69 62 64 66 68 70 72 74 76 78 80 82 84 86 88 90 92 94 96 98 100 102 104 106 108 110 112 SK1.LD



2007 Amount Code

22 23 24 25 26 27 28 29 30 31 32 33 34 36 38 40 42 35 37 39 41 43 44 45 47 49 51 53 55 57 59 46 48 50 52 54 56 58 60



2008 Amount



2008 Amount



14 Foreign transactions



71 73 75 77 79 81 83



Short-term capital gain (loss) Long-term capital 8a gain (loss) Collectibles (28%) 8b gain (loss) 8c Unrecap 1250 gain 9 10 Net sec 1231 gain (loss) Other income (loss)



Alternative minimum tax 15 items



85 87 89 91 93



11 12



Section 179 deduction Other deductions



Items affecting 16 shareholder basis



95 97 99 101 103



17 Other information



105 107 109 111



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



2008 K1 - Shareholder's share of inc, credits, etc.

ID no. Name Care of/ FBO/DBA Address City

1



TURANO PAINTING, INC

Resident state Phone number Foreign Address Information Only

10



59-3678290

9



520860330

3 4 5



Type



2



DAVID S TURANO



251 6TH STREET

6



Province/state Country

8 12



11



BONITA SPRINGS

State and Zip

7



U.S. Address



FL



34134

14



Postal Code



13



Percentage of Stock Ownership Shares at start of year



Complete the following ONLY if shares changed hands during the year: Change in shares on date # 1 Change in shares on date # 2

15 16



Change in shares on date # 3 Change in shares on date # 4 Shareholder's % of stock ownership



17 18 19



50



Check applicable box K-1 Overrides 1 2 3 4 K1 3-4 5a Ordinary dividends 5b Qualified dividends 6 7 Royalties Ordinary income (loss) Rental real estate income (loss) Other rental income (loss) Interest income



20



Final K-1



21



Amended K-1 2007 Amount Code 13 Credits & credit recapture

61 63 65 67 69 62 64 66 68 70 72 74 76 78 80 82 84 86 88 90 92 94 96 98 100 102 104 106 108 110 112 SK1.LD



2007 Amount Code

22 23 24 25 26 27 28 29 30 31 32 33 34 36 38 40 42 35 37 39 41 43 44 45 47 49 51 53 55 57 59 46 48 50 52 54 56 58 60



2008 Amount



2008 Amount



14 Foreign transactions



71 73 75 77 79 81 83



Short-term capital gain (loss) Long-term capital 8a gain (loss) Collectibles (28%) 8b gain (loss) 8c Unrecap 1250 gain 9 10 Net sec 1231 gain (loss) Other income (loss)



Alternative minimum tax 15 items



85 87 89 91 93



11 12



Section 179 deduction Other deductions



Items affecting 16 shareholder basis



95 97 99 101 103



17 Other information



105 107 109 111



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



2008 L1 - Balance Sheet - Assets

1 Cash



TURANO PAINTING, INC

Beginning of year (a) (b)

1 2 3 4 5 6 7 8



59-3678290

(c) End of year

19 20 21 22 23 24 25 26 27 28 29 30 31 32



(d)



771



2a Trade notes & accounts receivable b Less allowance on bad debts 3 4 5 6 L 4-1 8 9 Mortgage/real estate loans Other investments 7 Inventories U.S. government securities Tax-exempt securities Other current assets Loans to shareholders



19960

9 10 11



10a Depreciable assets b Less accumulated depreciation 11a Depletable assets b Less accumulated depletion 12 Land



36033

12 13 14 15 16



34933



33 34 35



13a Intangible assets b Less accumulated amortization 14 Other assets



80

17



80

18 36



2008 L2 - Balance Sheet - Liabilities & Capital

Beginning of year 16 17 18 19 L2 4-2 21 22 23 24 25 26 Other liabilities Capital stock Paid-in or capital surplus Retained earnings Adjustment to shareholders' equity Treasury stock 20 Accounts payable Payables less than 1 year Other current liabilities Loans from shareholders Payables more than 1 year

1 2 12 13 14 15 16 17 18 19 20 21 22



End of year



21141

3



590

4 5 6 7



100

8 9 10 11



The retained earnings account can be automatic. However, it is also used as the balancing account. If an amount is entered, it will be compared with the computed amount. If no amount is entered, no checking will be done, and the balance sheet will be forced to balance by the program.

Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008 SL.LD



2008 SCH2 - Subsidiary Sch for the Bal Sheet

Select a line number and complete the columns below.



TURANO PAINTING, INC



59-3678290



A statement showing totals for each column will be prepared based on the information entered here. Totals are printed on the appropriate lines of Schedule L.



Lines with (STATEMENT) indicated will produce a statement that is e-fileable. All other lines will produce a statement sheet that is not e-filed. Line number

1



Description

2 5 8 3 6 9



Beginning of year

4 7 10 13 16 19 22 25 28 31 34 37 40



End of year



SCH2 4-3



11 14 17 20 23 26 29 32 35 38



12 15 18 21 24 27 30 33 36 39



M1 - Reconciliation of Income (Loss) per Books with Income per Return

based on the reconciling items entered 1 Net income per books is calculatedautomatically to line 8 of Schedule M-1. below and the amount that carries 2 Income recorded on Sch K, lines 1, 2, 3c, 4, 5a, 6, 7, 8a, 9 and 10 not on book on 3 Expenses recordedand books but not on Sch K, lines 1 through 12, 14l (or 14m) M1 4-4 Other 5 Income recorded on books but not on Sch K, lines 1 through 10 Tax-exempt interest Other included on Sch K, lines through 12, 6 Deductions 14m) not charged against1book income and 14l (or Depreciation Other Depreciation Disallowed 179 Expense

1 2 3 4 5 6 7 8



Amount



M2 - Analysis of Accumulated Adjustments Acct, Etc.

Accumulated adjustments M2 4-5 1 Balance at start of year 3 Other additions 5 Other reductions 7 Non-dividend distributions account

1 2 5 7 9 10 SM.LD



Other adjustments account



Shareholders undistributed taxable income

3



5318

4 6 8



Drake Software - Sub-S Corporation Interview Sheet / Proforma - Copyright 2008



2008 Detail Worksheet

Title

1



TURANO PAINTING, INC



59-3678290



Schedule L, Line 18 - Other current Liab. (override) - begin

2007 Amount

3



Description

2



2008 Amount



PAYROLL TAXES

4 6 8 10 12 14 16 18 20 22 24



1444

5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



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2008 Detail Worksheet

Title

1



TURANO PAINTING, INC



59-3678290



SCHEDULE L, LINE 18 - OTHER CURRENT LIAB. (OVERRIDE) - END O

2007 Amount

3



Description

2



2008 Amount



4TH QUARTER 941

4



478

5



2007 940 FUTA

6 8 10 12 14 16 18 20 22 24



112

7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



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2008 Detail Worksheet

Title

1



TURANO PAINTING, INC



59-3678290



DISTRIBUTIONS

2007 Amount

3



Description

2



2008 Amount



DAY CARE

4



1140

5



EDUCATION

6



2308

7



MEDICAL

8



1619

9



OTHER

10



61805

11



ESTIMATED TAXES

12 14 16 18 20 22 24



3240

13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



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2008 Detail Worksheet

Title

1



TURANO PAINTING, INC



59-3678290



SCHEDULE A, LINE 5 - OTHER COSTS39

2007 Amount

3



Description

2



2008 Amount



PERMITS & LICENSES

4 6



203

5 7



CONTRACT LABOR

8 10 12 14 16 18 20 22 24



838

9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 DETAIL.LD



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