1040 u.s. individual income tax return À¾µ¹ · 2019-11-13 · 1040 department of the treasury...

Department of the Treasury - Internal Revenue Service (99)

1040Fo

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U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only - Do not write or staple in this space.À¾µ¹For the year Jan. 1-Dec. 31, 2015, or other tax year beginning , 2015, ending , 20 See separate instructions.

Your first name and initial Last name Your social security number

If a joint return, spouse's first name and initial Last name Spouse's social security number

Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Make sure the SSN(s) above

and on line 6c are correct.PCity, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Presidential Election Campaign

Check here if you, or your spouse if filing

jointly, want $3 to go to this fund. Checking

a box below will not change your tax or

refund.

Foreign country name Foreign province/state/county Foreign postal code

You Spouse

1 Single 4

5

Head of household (with qualifying person). (See instructions.) If

the qualifying person is a child but not your dependent, enter thisFiling Status

2 Married filing jointly (even if only one had income)

Ichild's name here.3 Married filing separately. Enter spouse's SSN above

and full name here.

Check only onebox. I Qualifying widow(er) with dependent child

Boxes checkedon 6a and 6b6a Yourself. If someone can claim you as a dependent, do not check box 6a m m m m m m m m m m m &Exemptions No. of childrenon 6c who:b Spouse m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mq %(4) if child under age 17c Dependents: lived with you(2) Dependent's

social security number(3) Dependent's

relationship to youqualifying for child tax credit % did not live with

(see instructions)(1) First name Last name you due to divorceor separation(see instructions)If more than four

dependents, see

instructions and

check

here

Dependents on 6cnot entered above

I Add numbers onlines above Id Total number of exemptions claimed m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

7

8

9

10

11

12

13

14

15

16

17

18

19

20

Wages, salaries, tips, etc. Attach Form(s) W-2

Taxable interest. Attach Schedule B if required

Tax-exempt interest. Do not include on line 8a

Ordinary dividends. Attach Schedule B if required

Qualified dividends

Taxable refunds, credits, or offsets of state and local income taxes

Alimony received

Business income or (loss). Attach Schedule C or C-EZ

Capital gain or (loss). Attach Schedule D if required. If not required, check here

Other gains or (losses). Attach Form 4797

7

8a

9a

10

11

12

13

14

15b

16b

17

18

19

20b

21

22

m m m m m m m m m m m m m m m m m m m m m m m m mIncomea

b

a

b

a

a

a

m m m m m m m m m m m m m m m m m m m m m m m m8b

9b

m m m m m m m m m mAttach Form(s)W-2 here. Alsoattach FormsW-2G and1099-R if taxwas withheld.

m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m

If you did notget a W-2,see instructions.

Im m m m m m m m m m m m m m m m m m m m m m m m m m mIRA distributions

Pensions and annuities

15a

16a

b Taxable amount m m m m m mm m m m m m mb Taxable amount m m m m m mm m m m

Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E

Farm income or (loss). Attach Schedule F

Unemployment compensation

m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Social security benefits 20a b Taxable amountm m m m m m m m m m21 Other income. List type and amount

I22 Combine the amounts in the far right column for lines 7 through 21. This is your total income

23

24

25

26

27

28

29

30

31a

32

33

34

35

23

24

25

26

27

28

29

30

31a

32

33

34

35

36

Educator expenses

Certain business expenses of reservists, performing artists, and

fee-basis government officials. Attach Form 2106 or 2106-EZ

Health savings account deduction. Attach Form 8889

Moving expenses. Attach Form 3903

Deductible part of self-employment tax. Attach Schedule SE

Self-employed SEP, SIMPLE, and qualified plans

Self-employed health insurance deduction

Penalty on early withdrawal of savings

m m m m m m m m m m m m m m m m m m m m m m m mAdjusted

Gross m m mIncome m m m m m m m

m m m m m m m m m m m m m m mm m m m

m m m m m m m m m mm m m m m m m m m m m m m

m m m m m m m m m m m m m mIb Recipient's SSNAlimony paid

IRA deduction

Student loan interest deduction

Tuition and fees. Attach Form 8917

Domestic production activities deduction. Attach Form 8903

Add lines 23 through 35

m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m mm m m m

36m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI 3737 Subtract line 36 from line 22. This is your adjusted gross income m m m m m m m m m m m m m

JSA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2015)5A1210 2.000

SV2020 U468 10/12/2016 10:04:27 V15-7.1F

ROBERT F O'ROURKE

AMY S O'ROURKE

EL PASO TX 79902

X

XX

2

3

5

ULYSSES F O'ROURKE SON XMOLLY H O'ROURKE DAUGHTER XHENRY J O'ROURKE SON X

202,030.29,403.

11,703.

-3,000.-113.

122,259.

8,345.

16,000.378,282.

1,131.

1,131.377,151.

RS

STMT 1

STMT 1

SEE STATEMENT 2

Form 1040 (2015)

38 Amount from line 37 (adjusted gross income) 38

40

41

42

43

44

45

46

47

55

56

57

58

59

60a

60b

61

62

63

74

75

76a

78

m m m m m m m m m m m m m m m m m m m m m m m m m m m m39a Check

if:

You were born before January 2, 1951,

Spouse was born before January 2, 1951,

Blind.

Blind.

Total boxes

checked

Tax andCredits

$ & I 39a

Ib If your spouse itemizes on a separate return or you were a dual-status alien, check here 39b

40

41

42

43

44

45

46

47

48

49

50

51

52

53

54

55

56

Itemized deductions (from Schedule A) or your standard deduction (see left margin)StandardDeductionfor -

m m m m m m m m mSubtract line 40 from line 38 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

% Exemptions. If line 38 is $154,950 or less, multiply $4,000 by the number on line 6d. Otherwise, see instructions People whocheck anybox on line39a or 39b orwho can beclaimed as adependent,seeinstructions.

Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- m m m m m m m mTax (see instructions). Check if any from:

Alternative minimum tax (see instructions). Attach Form 6251

Excess advance premium tax credit repayment. Attach Form 8962

Add lines 44, 45, and 46

Foreign tax credit. Attach Form 1116 if required

Credit for child and dependent care expenses. Attach Form 2441

Education credits from Form 8863, line 19

Retirement savings contributions credit. Attach Form 8880

Child tax credit. Attach Schedule 8812, if required

Residential energy credit. Attach Form 5695

a Form(s) 8814 b Form 4972 c

m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m mIm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m% All others: 48

49

50

51

52

53

54

m m m m m m m m m m mSingle orMarried filingseparately,$6,300

m m mm m m m m m m m m m m m m m

Married filingjointly orQualifyingwidow(er),$12,600

m m m m m mm m m m m m m m m m

m m m m m m m m m m m m mOther credits from Form: a 3800 b 8801 cHead of

household,$9,250

Add lines 48 through 54. These are your total credits

Subtract line 55 from line 47. If line 55 is more than line 47, enter -0-

m m m m m m m m m m m m m m m m m m m m m m m mIm m m m m m m m m m m m m m

57

58

59

60

Self-employment tax. Attach Schedule SE m m m m m m m m m m m m m m m m m m m m m m m m m m m m mUnreported social security and Medicare tax from Form: a 4137 b 8919 m m m m m m mOtherAdditional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required

Household employment taxes from Schedule H

m m m m m mTaxesa m m m m m m m m m m m m m m m m m m m m m m m m m m mb First-time homebuyer credit repayment. Attach Form 5405 if required m m m m m m m m m m m m m m m m

Health care: individual responsibility (see instructions) Full-year coverage61 m m m m m m m m m m62

63

cTaxes from: a Form 8959 b Form 8960 Instructions; enter code(s)

IAdd lines 56 through 62. This is your total tax m m m m m m m m m m m m m m m m m m m m m m m m m64

65

Federal income tax withheld from Forms W-2 and 1099

2015 estimated tax payments and amount applied from 2014 return

64

65

66a

67

68

69

70

71

72

73

m m m m m m m mPayments mIf you have a

qualifying

child, attach

Schedule EIC.

66

67

a

b

Earned income credit (EIC)

Nontaxable combat pay election

m m m m m m m m m m m m m m m m m m m m m66bm m m m

Additional child tax credit. Attach Schedule 8812

American opportunity credit from Form 8863, line 8

Net premium tax credit. Attach Form 8962

Amount paid with request for extension to file

Excess social security and tier 1 RRTA tax withheld

Credit for federal tax on fuels. Attach Form 4136

m m m m m m m m m m68 m m m m m m m m m m69 m m m m m m m m m m m m m m70 m m m m m m m m m m m m71 m m m m m m m m m m72 m m m m m m m m m m m73 Credits from Form: a 2439 b Reserved c 8885 d

I74 Add lines 64, 65, 66a, and 67 through 73. These are your total payments m m m m m m m m m m m m75 If line 74 is more than line 63, subtract line 63 from line 74. This is the amount you overpaid m m m m mRefund

I76 a Amount of line 75 you want refunded to you. If Form 8888 is attached, check here m m m m mDirect deposit?

See

instructions.

I Ic Type: Checking Savingsb Routing number

I d Account number

I77 Amount of line 75 you want applied to your 2016 estimated tax 77

I78 Amount you owe. Subtract line 74 from line 63. For details on how to pay, see instructionsAmount m m mYou Owe 79 Estimated tax penalty (see instructions) 79m m m m m m m m m m m m m m m m

Do you want to allow another person to discuss this return with the IRS (see instructions)? Yes. Complete below. NoThird PartyDesignee

Phone

no.

Designee's

name

Personal identification

number (PIN)I IIUnder penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief,they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

SignHere Your signature Date Your occupation Daytime phone number

Joint return? See

instructions. M If the IRS sent you an Identity ProtectionPIN, enter it here

Spouse's signature. If a joint return, both must sign. Date Spouse's occupationKeep a copy for

your records. (see inst.)

Print/Type preparer's name Preparer's signature Date PTINCheck if

self-employedPaidPreparer I

IIFirm's name Firm's EIN

Use OnlyFirm's address Phone no.

www.irs.gov/form1040 5A1220 2.000 Form 1040 (2015)JSA SV2020 U468 10/12/2016 10:04:27 V15-7.1F

ROBERT F O'ROURKE & AMY S O'ROURKE377,151.

49,027.328,124.

9,200.318,924.79,272.

79,272.

1,200.33.

X 2,572.3,805.

75,467.2,261.

NONE

2,734.

4,832.85,294.

X

25,781.52,306.

25,000.

103,087.17,793.

17,793.

X

X

X

10/12/2016

OMB No. 1545-0074SCHEDULE A Itemized Deductions(Form 1040)

I Information about Schedule A and its separate instructions is at www.irs.gov/schedulea. À¾µ¹Department of the Treasury AttachmentI Attach to Form 1040.Internal Revenue Service (99) Sequence No. 07Name(s) shown on Form 1040 Your social security number

Caution. Do not include expenses reimbursed or paid by others.MedicalandDentalExpenses

1 Medical and dental expenses (see instructions) 1

3

5

6

7

8

10

11

12

13

14

16

17

18

21

22

23

24

26

m m m m m m2 Enter amount from Form

1040, line 38 2m m m m m m3 Multiply line 2 by 10% (.10). But if either you or your spouse

was born before January 2, 1951, multiply line 2 by 7.5%(.075) instead m m m m m m m m m m m m m m m m m m m m m m

4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- 4

9

15

19

20

27

28

29

m m m m m m m m m m m m m m m5 State and local (check only one box):Taxes You

Paid 7a Income taxes, or m m m m m m m m m m m m m*8b General sales taxes 96 Real estate taxes (see instructions) m m m m m m m m m m m m7 Personal property taxes m m m m m m m m m m m m m m m m m m

I8 Other taxes. List type and amount

9 Add lines 5 through 8 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m10 Home mortgage interest and points reported to you on Form 1098Interest

You Paid 11 Home mortgage interest not reported to you on Form 1098. If paid

to the person from whom you bought the home, see instructions

and show that person's name, identifying no., and address INote:Your mortgageinterestdeduction maybe limited (seeinstructions).

12 Points not reported to you on Form 1098. See instructions

for special rules m m m m m m m m m m m m m m m m m m m m m13 Mortgage insurance premiums (see instructions) m m m m m m14 Investment interest. Attach Form 4952 if required. (See instructions.)

15 Add lines 10 through 14 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m16 Gifts by cash or check. If you made any gift of $250 or

more, see instructions

Gifts toCharity m m m m m m m m m m m m m m m m m m

17 Other than by cash or check. If any gift of $250 or more,

see instructions. You must attach Form 8283 if over $500If you made a

gift and got a

benefit for it,

see instructions.

m18 Carryover from prior year m m m m m m m m m m m m m m m m m19 Add lines 16 through 18 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Casualty andTheft Losses 20 Casualty or theft loss(es). Attach Form 4684. (See instructions.) m m m m m m m m m m m m m m mJob Expenses

and Certain

Miscellaneous

Deductions

21 Unreimbursed employee expenses - job travel, union dues, job

education, etc. Attach Form 2106 or 2106-EZ if required. (See

instructions.) I22 Tax preparation fees m m m m m m m m m m m m m m m m m m m23 Other expenses - investment, safe deposit box, etc. List type and

amount I24 Add lines 21 through 23 m m m m m m m m m m m m m m m m m25 Enter amount from Form

1040, line 38 25m m m m m m26 Multiply line 25 by 2% (.02) m m m m m m m m m m m m m m m m27 Subtract line 26 from line 24. If line 26 is more than line 24, enter -0- m m m m m m m m m m m m

IOther

Miscellaneous

Deductions

28 Other - from list in instructions. List type and amount

TotalItemizedDeductions

29 Is Form 1040, line 38, over $154,950?

7No. Your deduction is not limited. Add the amounts in the far right columnfor lines 4 through 28. Also, enter this amount on Form 1040, line 40.

m m m m m*8Yes. Your deduction may be limited. See the Itemized Deductions

Worksheet in the instructions to figure the amount to enter. 930 If you elect to itemize deductions even though they are less than your standarddeduction, check here Im m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule A (Form 1040) 2015JSA

5A1400 2.000

SV2020 U468 10/12/2016 10:04:27 V15-7.1F

ROBERT F O'ROURKE & AMY S O'ROURKE

2,839.

8,524.

11,363.5,916.

20,719.26,635.

X

867.

867.

3,000.

15,772.18,772.

377,151.7,543.

11,229.

951.

49,027.

X

STMT 3

SEE STATEMENT 3

SEE STATEMENT 3

SEE STATEMENT 4

SEE STMT 5

OMB No. 1545-0074SCHEDULE B(Form 1040A or 1040)

Interest and Ordinary Dividends

I Attach to Form 1040A or 1040. À¾µ¹Department of the TreasuryInternal Revenue Service (99)

AttachmentSequence No. 08I Information about Schedule B and its instructions is at www.irs.gov/scheduleb.

Name(s) shown on return Your social security number

Amount1 List name of payer. If any interest is from a seller-financed mortgage and the

buyer used the property as a personal residence, see instructions on back and list

this interest first. Also, show that buyer's social security number and address

Part I

Interest I

(See instructionson back and theinstructions forForm 1040A, orForm 1040,line 8a.)

1

Note: If youreceived a Form1099-INT, Form1099-OID, orsubstitutestatement froma brokerage firm,list the firm'sname as thepayer and enterthe total interestshown on thatform.

2 Add the amounts on line 1 2

3

4

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m3 Excludable interest on series EE and I U.S. savings bonds issued after 1989.

Attach Form 8815 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m4 Subtract line 3 from line 2. Enter the result here and on Form 1040A, or Form

1040, line 8a Im m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mNote: If line 4 is over $1,500, you must complete Part III. Amount

I5 List name of payerPart II

OrdinaryDividends

(See instructionson back and theinstructions forForm 1040A, orForm 1040,line 9a.)

5

Note: If youreceived a Form1099-DIV orsubstitutestatement froma brokerage firm,list the firm'sname as thepayer and enterthe ordinary 6 Add the amounts on line 5. Enter the total here and on Form 1040A, or Form

1040, line 9adividends shown I 6m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mon that form.

Note: If line 6 is over $1,500, you must complete Part III.

You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a

foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust. Yes No

7a At any time during 2015, did you have a financial interest in or signature authority over a financial

account (such as a bank account, securities account, or brokerage account) located in a foreign

country? See instructions

Part III

Foreign

Accounts

and Trusts

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf "Yes," are you required to file FinCEN Form 114, Report of Foreign Bank and FinancialAccounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114and its instructions for filing requirements and exceptions to those requirements(See

instructions on

back.)

m m m m m m m m m m m m mb If you are required to file FinCEN Form 114, enter the name of the foreign country where the

financial account is located I8 During 2015, did you receive a distribution from, or were you the grantor of, or transferor to, a

foreign trust? If "Yes," you may have to file Form 3520. See instructions on back m m m m m m m m m m m m mFor Paperwork Reduction Act Notice, see your tax return instructions. Schedule B (Form 1040A or 1040) 2015

JSA5A1600 2.000

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


29,403.

29,403.

11,703.

CAPITAL BANK 262.CAMPR II LIMITED 29,133.PEPPERTREE SQUARE, LTD 8.

MORGAN STANLEY 2,006.CAMPR INVESTMENT PARTNERSHIP 7.CAMPR II LIMITED 9,690.

X

X

SCHEDULE D OMB No. 1545-0074

(Form 1040) Capital Gains and Losses

I Attach to Form 1040 or Form 1040NR. À¾µ¹I Information about Schedule D and its separate instructions is at www.irs.gov/scheduled.

Department of the TreasuryInternal Revenue Serv

AttachmentSequence No.Iice (99) Use Form 8949 to list your transactions for lines 1b, 2, 3, 8b, 9, and 10. 12


Short-Term Capital Gains and Losses - Assets Held One Year or Less Part I

(d)Proceeds

(sales price)

(e)Cost

(or other basis)

See instructions for how to figure the amounts toenter on the lines below.

(g)Adjustments

to gain or loss fromForm(s) 8949, Part I,

line 2, column (g)

(h) Gain or (loss)Subtract column (e)from column (d) and

combine the result withcolumn (g)

This form may be easier to complete if you roundoff cents to whole dollars.

1a

1b

2

3

Totals for all short-term transactions reportedon Form 1099-B for which basis wasreported to the IRS and for which you haveno adjustments (see instructions). However,if you choose to report all these transactionson Form 8949, leave this line blank and goto line 1b m m m m m m m m m m m m m m m m m m m mTotals for all transactions reported on Form(s)

8949 with Box A checked m m m m m m m m m m mTotals for all transactions reported on Form(s)

8949 with Box B checked m m m m m m m m m m mTotals for all transactions reported on Form(s)

8949 with Box C checked m m m m m m m m m m m4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824 4

5

6

7

m m m m5 Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from

Schedule(s) K-1 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m6 Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover

Worksheet in the instructions ( )m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m7 Net short-term capital gain or (loss). Combine lines 1a through 6 in column (h). If you have any long-

term capital gains or losses, go to Part II below. Otherwise, go to Part III on the back m m m m m m m m m m m mLong-Term Capital Gains and Losses - Assets Held More Than One Year Part II

(d)Proceeds

(sales price)

(e)Cost

(or other basis)

See instructions for how to figure the amounts toenter on the lines below.

(g)Adjustments

to gain or loss fromForm(s) 8949, Part II,

line 2, column (g)

(h) Gain or (loss)Subtract column (e)from column (d) and

combine the result withcolumn (g)

This form may be easier to complete if you roundoff cents to whole dollars.

8a

8b

9

10

11

12

13

14

15

Totals for all long-term transactions reportedon Form 1099-B for which basis wasreported to the IRS and for which you haveno adjustments (see instructions). However,if you choose to report all these transactionson Form 8949, leave this line blank and goto line 8b m m m m m m m m m m m m m m m m m m m mTotals for all transactions reported on Form(s)

8949 with Box D checked m m m m m m m m m m mTotals for all transactions reported on Form(s)

8949 with Box E checked m m m m m m m m m m mTotals for all transactions reported on Form(s)

8949 with Box F checked m m m m m m m m m m mGain from Form 4797, Part I; long-term gain from Forms 2439 and 6252; and long-term gain or (loss)

from Forms 4684, 6781, and 8824 11

12

13

14

15

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mNet long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1

Capital gain distributions. See the instructions m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mLong-term capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryover

Worksheet in the instructions ( )m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mNet long-term capital gain or (loss). Combine lines 8a through 14 in column (h). Then go to Part III on

the back m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mFor Paperwork Reduction Act Notice, see your tax return instructions. Schedule D (Form 1040) 2015JSA

5A2011 2.000

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


82.

-12,318.

-12,236.

123.

138,139.

4,295.

-1,477,959.

1,620,516.

SEE STATEMENT 6

SEE STATEMENT 7

STMT 8

Schedule D (Form 1040) 2015 Page 2

Summary Part III

16

18

19

21

16 Combine lines 7 and 15 and enter the result m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m%%%

If line 16 is a gain, enter the amount from line 16 on Form 1040, line 13, or Form 1040NR, line

14. Then go to line 17 below.

If line 16 is a loss, skip lines 17 through 20 below. Then go to line 21. Also be sure to complete

line 22.

If line 16 is zero, skip lines 17 through 21 below and enter -0- on Form 1040, line 13, or Form

1040NR, line 14. Then go to line 22.

Are lines 15 and 16 both gains?17

Yes. Go to line 18.

No. Skip lines 18 through 21, and go to line 22.

I

I

18

19

Enter the amount, if any, from line 7 of the 28% Rate Gain Worksheet in the instructions m m m m m m mEnter the amount, if any, from line 18 of the Unrecaptured Section 1250 Gain Worksheet in the

instructions m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m20 Are lines 18 and 19 both zero or blank?

Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructionsfor Form 1040, line 44 (or in the instructions for Form 1040NR, line 42). Do not complete lines21 and 22 below.

No. Complete the Schedule D Tax Worksheet in the instructions. Do not complete lines 21and 22 below.

21 If line 16 is a loss, enter here and on Form 1040, line 13, or Form 1040NR, line 14, the smaller of:

%%

( )The loss on line 16 or

($3,000), or if married filing separately, ($1,500)m m m m m m m m m m m m m m m m m m m m m m m m m m m&

Note. When figuring which amount is smaller, treat both amounts as positive numbers.

22 Do you have qualified dividends on Form 1040, line 9b, or Form 1040NR, line 10b?

Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructionsfor Form 1040, line 44 (or in the instructions for Form 1040NR, line 42).

No. Complete the rest of Form 1040 or Form 1040NR.

Schedule D (Form 1040) 2015

JSA

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-1,490,195.

3,000.

X

Qualified Dividends and Capital Gain Tax Worksheet - Line 44 Keep for Your Records

qqq

Before you begin: See the earlier instructions for line 44 to see if you can use this worksheet to figure your tax.

Before completing this worksheet, complete Form 1040 through line 43.

If you do not have to file Schedule D and you received capital gain distributions, be sure you checked

the box on line 13 of Form 1040.

Enter the amount from Form 1040, line 43. However, if you are filing Form

2555 or 2555-EZ (relating to foreign earned income), enter the amount from

line 3 of the Foreign Earned Income Tax Worksheet

1.

1.

6.

7.

8.

9.

10.

11.

12.

13.

14.

15.

m m m m m m m m m m m m m m m m2.

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.

Enter the amount from Form 1040, line 9b*

Are you filing Schedule D?*

2.

3.

4.

5.

m m m m m m m mYes.

No.

Enter the smaller of line 15 or 16 of

Schedule D. If either line 15 or line 16 is

blank or a loss, enter -0-

Enter the amount from Form 1040, line 13

7*8

9Add lines 2 and 3

If filing Form 4952 (used to figure investment

interest expense deduction), enter any amount from

line 4g of that form. Otherwise, enter -0-

Subtract line 5 from line 4. If zero or less, enter -0-


Enter:

m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m mm m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m

$37,450 if single or married filing separately,

$74,900 if married filing jointly or qualifying widow(er),

$50,200 if head of household.

7* m m m m m m m m89Enter the smaller of line 1 or line 8

Enter the smaller of line 7 or line 9

Subtract line 10 from line 9. This amount is taxed at 0%


Enter the amount from line 11

Subtract line 13 from line 12

Enter:


Add lines 7 and 11



Multiply line 19 by 15% (.15)

Add lines 11 and 19



m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m

$413,200 if single,

$232,425 if married filing separately,



7* m m m m m m m m8

9 16.

17.

18.

19.

21.

22.

m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m

20.

23.

24.

25.

26.

27.

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Figure the tax on the amount on line 7. If the amount on line 7 is less than $100,000, use the Tax

Table to figure the tax. If the amount on line 7 is $100,000 or more, use the Tax Computation

Worksheet


Figure the tax on the amount on line 1. If the amount on line 1 is less than $100,000, use the Tax

Table to figure this tax. If the amount on line 1 is $100,000 or more, use the Tax Computation

Worksheet

Tax on all taxable income. Enter the smaller of line 25 or line 26. Also include this amount on

Form 1040, line 44. If you are filing Form 2555 or 2555-EZ, do not enter this amount on Form

1040, line 44. Instead, enter it on line 4 of the Foreign Earned Income Tax Worksheet

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m*If you are filing Form 2555 or 2555-EZ, see the footnote in the Foreign Earned Income Tax Worksheet before completing this line.

JSA

5A2021 2.000

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


318,924.8,345.

8,345.

NONE8,345.

X

310,579.

74,900.

74,900.74,900.

464,850.

318,924.310,579.

8,345.

8,345.

8,345.8,345.

8,345.1,252.

78,020.79,272.

80,774.

79,272.

OMB No. 1545-0074SCHEDULE E Supplemental Income and Loss(From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.)(Form 1040)

I Attach to Form 1040, 1040NR, or Form 1041. À¾µ¹Department of the Treasury AttachmentI Information about Schedule E and its separate instructions is at www.irs.gov/schedulee.Internal Revenue Service (99) Sequence No. 13Name(s) shown on return Your social security number

Income or Loss From Rental Real Estate and Royalties Note. If you are in the business of renting personal property, use

Schedule C or C-EZ (see instructions). If you are an individual, report farm rental income or loss from Form 4835 on page 2, line 40.

Part I

A

B

Did you make any payments in 2015 that would require you to file Form(s) 1099? (see instructions)

If "Yes," did you or will you file required Forms 1099?

Yes

Yes

No

No

1a

A

B

C

1b

A

B

C

Physical address of each property (street, city, state, ZIP code)

Type of Property(from list below)

2 For each rental real estate property listedabove, report the number of fair rental andpersonal use days. Check the QJV boxonly if you meet the requirements to file asa qualified joint venture. See instructions.

Fair Rental

Days

Personal Use

DaysQJV

A

B

C

Type of Property:1

2

Single Family Residence

Multi-Family Residence

3

4

Vacation/Short-Term Rental

Commercial

5

6

Land

Royalties

7

8

Self-Rental

Other (describe)

Income: Properties: A B C

3

4

Rents received

Royalties received

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m

Expenses:5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

Advertising

Auto and travel (see instructions)

Cleaning and maintenance

Commissions

Insurance

m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m mLegal and other professional fees

Management fees

Mortgage interest paid to banks, etc. (see instructions)

Other interest

Repairs

Supplies

Taxes

Utilities

Depreciation expense or depletion

Other (list)

m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m

m m mm m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m mI

Total expenses. Add lines 5 through 19 m m m m m m m m m m m21 Subtract line 20 from line 3 (rents) and/or 4 (royalties). If

result is a (loss), see instructions to find out if you mustfile Form 6198 m m m m m m m m m m m m m m m m m m m m m m m m

22 Deductible rental real estate loss after limitation, if any,on Form 8582 (see instructions) ( ) ( ) ( )m m m m m m m m m m m m m m m

23 a

b

c

d

e

Total of all amounts reported on line 3 for all rental properties

Total of all amounts reported on line 4 for all royalty properties

Total of all amounts reported on line 12 for all properties



23a

23b

23c

23d

23e

m m m m m m m m m m mm m m m m m m m m m

m m m m m m m m m m m m mm m m m m m m m m m m m mm m m m m m m m m m m m m

24

25

Income. Add positive amounts shown on line 21. Do not include any losses

Losses. Add royalty losses from line 21 and rental real estate losses from line 22. Enter total losses here

24

25

26

m m m m m m m m m m m m m m m( )m

26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter the result here.

If Parts II, III, IV, and line 40 on page 2 do not apply to you, also enter this amount on Form 1040, line

17, or Form 1040NR, line 18. Otherwise, include this amount in the total on line 41 on page 2 m m m m mFor Paperwork Reduction Act Notice, see the separate instructions. Schedule E (Form 1040) 2015

JSA

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Schedule E (Form 1040) 2015 Attachment Sequence No. 13 Page 2Name(s) shown on return. Do not enter name and social security number if shown on other side. Your social security number

Caution. The IRS compares amounts reported on your tax return with amounts shown on Schedule(s) K-1.

Income or Loss From Partnerships and S Corporations Note: If you report a loss from an at-risk activity for whichany amount is not at risk, you must check the box in column (e) on line 28 and attach Form 6198. See instructions.

Part II

27 Are you reporting any loss not allowed in a prior year due to the at-risk, excess farm loss, or basis limitations, a prior year

unallowed loss from a passive activity (if that loss was not reported on Form 8582), or unreimbursed partnership expenses? If

you answered "Yes," see instructions before completing this section. Yes No(b) Enter P forpartnership; S

for S corporation

(c) Check ifforeign

partnership

(d) Employeridentification

number

(e) Check ifany amount is

not at risk28 (a) Name

A

B

C

D

Passive Income and Loss Nonpassive Income and Loss

(f) Passive loss allowed(attach Form 8582 if required)

(g) Passive incomefrom Schedule K-1

(h) Nonpassive lossfrom Schedule K-1

(i) Section 179 expensededuction from Form 4562

(j) Nonpassive incomefrom Schedule K-1

A

B

C

D

29 a Totals

b Totals

30 Add columns (g) and (j) of line 29a 30m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m( )31 Add columns (f), (h), and (i) of line 29b 31m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

32 Total partnership and S corporation income or (loss). Combine lines 30 and 31. Enter the

result here and include in the total on line 41 below 32m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIncome or Loss From Estates and Trusts Part III

(b) Employeridentification number

33 (a) Name

A

B

Passive Income and Loss Nonpassive Income and Loss

(c) Passive deduction or loss allowed(attach Form 8582 if required)

(d) Passive incomefrom Schedule K-1

(e) Deduction or lossfrom Schedule K-1

(f) Other income fromSchedule K-1

A

B

34 a Totals

b Totals

35 Add columns (d) and (f) of line 34a 35m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m( )36 Add columns (c) and (e) of line 34b 36m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

37 Total estate and trust income or (loss). Combine lines 35 and 36. Enter the result here and

include in the total on line 41 below 37m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIncome or Loss From Real Estate Mortgage Investment Conduits (REMICs) - Residual Holder Part IV

(c) Excess inclusion fromSchedules Q, line 2c

(see instructions)

(b) Employer identificationnumber

(d) Taxable income (net loss)from Schedules Q, line 1b

(e) Income fromSchedules Q, line 3b

(a) Name38

39 Combine columns (d) and (e) only. Enter the result here and include in the total on line 41 below 39m m m mSummary Part V

40 Net farm rental income or (loss) from Form 4835. Also, complete line 42 below 40m m m m m m m m m m m m mI41 Total income or (loss). Combine lines 26, 32, 37, 39, and 40. Enter the result here and on Form 1040, line 17, or Form 1040NR, line 18 41m m

42 Reconciliation of farming and fishing income. Enter your grossfarming and fishing income reported on Form 4835, line 7; Schedule K-1(Form 1065), box 14, code B; Schedule K-1 (Form 1120S), box 17, codeV; and Schedule K-1 (Form 1041), box 14, code F (see instructions) 42m m m m m m m

43 Reconciliation for real estate professionals. If you were a real estateprofessional (see instructions), enter the net income or (loss) you reportedanywhere on Form 1040 or Form 1040NR from all rental real estate activitiesin which you materially participated under the passive activity loss rules 43m m m m m

Schedule E (Form 1040) 2015

JSA

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SV2020 U468 10/12/2016 10:04:27 V15-7.1F


X

17,819.109,261.

1,487.32,304.

141,565.19,306.

122,259.

122,259.

SEE STATEMENT 9

STMT 10 STMT 11

STMT 12

OMB No. 1545-0074SCHEDULE SE Self-Employment Tax(Form 1040) I Information about Schedule SE and its separate instructions is at www.irs.gov/schedulese.Department of the Treasury À¾µ¹

AttachmentSequence No. 17I Attach to Form 1040 or Form 1040NR.Internal Revenue Service (99)

Name of person with self-employment income (as shown on Form 1040 or Form 1040NR) Social security number of person

with self-employment income IBefore you begin: To determine if you must file Schedule SE, see the instructions.

May I Use Short Schedule SE or Must I Use Long Schedule SE?

Note. Use this flowchart only if you must file Schedule SE. If unsure, see Who Must File Schedule SE in the instructions.

Did you receive wages or tips in 2015?

No Yes

L L LAre you a minister, member of a religious order, or Christian

Science practitioner who received IRS approval not to be taxed

on earnings from these sources, but you owe self-employment

tax on other earnings?

Was the total of your wages and tips subject to social security

or railroad retirement (tier 1) tax plus your net earnings from

self-employment more than $118,500?

Yes Yes II

No NoL LDid you receive tips subject to social security or Medicare tax

that you did not report to your employer?Are you using one of the optional methods to figure your net

earnings (see instructions)?

YesYes IINo

No LL Did you report any wages on Form 8919, Uncollected Social

Security and Medicare Tax on Wages?

YesDid you receive church employee income (see instructions)

reported on Form W-2 of $108.28 or more?IYes NoJI

No

L LI You must use Long Schedule SE on page 2You may use Short Schedule SE below

Section A - Short Schedule SE. Caution. Read above to see if you can use Short Schedule SE.

Net farm profit or (loss) from Schedule F, line 34, and farm partnerships, Schedule K-1 (Form

1065), box 14, code A

1a

1am m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mb If you received social security retirement or disability benefits, enter the amount of Conservation Reserve

Program payments included on Schedule F, line 4b, or listed on Schedule K-1 (Form 1065), box 20, code Z ( )1b

2 Net profit or (loss) from Schedule C, line 31; Schedule C-EZ, line 3; Schedule K-1 (Form 1065),

box 14, code A (other than farming); and Schedule K-1 (Form 1065-B), box 9, code J1.

Ministers and members of religious orders, see instructions for types of income to report on

this line. See instructions for other income to report 2m m m m m m m m m m m m m m m m m m m m m m m m m m m m3 Combine lines 1a, 1b, and 2 3m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m4 Multiply line 3 by 92.35% (.9235). If less than $400, you do not owe self-employment tax; do

not file this schedule unless you have an amount on line 1b I 4m m m m m m m m m m m m m m m m m m m m mNote. If line 4 is less than $400 due to Conservation Reserve Program payments on line 1b,

see instructions.

5 Self-employment tax. If the amount on line 4 is:

% $118,500 or less, multiply line 4 by 15.3% (.153). Enter the result here and on Form 1040, line 57,

or Form 1040NR, line 55

% More than $118,500, multiply line 4 by 2.9% (.029). Then, add $14,694 to the result.

Enter the total here and on Form 1040, line 57, or Form 1040NR, line 55 5m m m m m m m m m m m m m m m6 Deduction for one-half of self-employment tax.

Multiply line 5 by 50% (.50). Enter the result here and on Form

1040, line 27, or Form 1040NR, line 27 6m m m m m m m m m m m m m m m m m m mFor Paperwork Reduction Act Notice, see your tax return instructions. Schedule SE (Form 1040) 2015

JSA

5A3000 2.000

SV2020 U468 10/12/2016 10:04:27 V15-7.1F

AMY S O'ROURKE

16,000.16,000.

14,776.

2,261.

1,131.

SEE STATEMENT 13

1040

1040A

1040NR

OMB No. 1545-0074JChild and Dependent Care Expenses

2441

Form 2441 I Attach to Form 1040, Form 1040A, or Form 1040NR.

I À¾µ¹Information about Form 2441 and its separate instructions is at

www.irs.gov/form2441.Department of the TreasuryInternal Revenue Service (99)

AttachmentSequence No. 21


Persons or Organizations Who Provided the Care - You must complete this part. Part I (If you have more than two care providers, see the instructions.)

(a) Care provider'sname

1 (b) Address(number, street, apt. no., city, state, and ZIP code)

(c) Identifying number(SSN or EIN)

(d) Amount paid

(see instructions)

INo Complete only Part II below.Did you receivedependent care benefits? IYes Complete Part III on the back next.

Caution. If the care was provided in your home, you may owe employment taxes. If you do, you cannot file Form 1040A. For details,see the instructions for Form 1040, line 60a, or Form 1040NR, line 59a.

Credit for Child and Dependent Care Expenses Part II 2 Information about your qualifying person(s). If you have more than two qualifying persons, see the instructions.

(c) Qualified expenses you

incurred and paid in 2015 for

the person listed in column (a)

(a) Qualifying person's name (b) Qualifying person's socialsecurity numberFirst Last

3

4

5

6

7

8

Add the amounts in column (c) of line 2. Do not enter more than $3,000 for one qualifying

person or $6,000 for two or more persons. If you completed Part III, enter the amount

from line 31 3

4

5

6

8

9

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mEnter your earned income. See instructions m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf married filing jointly, enter your spouse's earned income (if you or your spouse was a

student or was disabled, see the instructions); all others, enter the amount from line 4 m m m m m m m m mEnter the smallest of line 3, 4, or 5 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mEnter the amount from Form 1040, line 38; Form

1040A, line 22; or Form 1040NR, line 37 m m m m m m m m m m m m m m m m m m 7

Enter on line 8 the decimal amount shown below that applies to the amount on line 7

If line 7 is: If line 7 is:But notover

Decimalamount is

But notover

Decimalamount isOver Over

$0

15,000

17,000

19,000

21,000

23,000

25,000

27,000

-

-

-

-

-

-

-

-

15,000

17,000

19,000

21,000

23,000

25,000

27,000

29,000

.35

.34

.33

.32

.31

.30

.29

.28

$29,000

31,000

33,000

35,000

37,000

39,000

41,000

43,000

-

-

-

-

-

-

-

-

31,000

33,000

35,000

37,000

39,000

41,000

43,000

No limit

.27

.26

.25

.24

.23

.22

.21

.20

X

9 Multiply line 6 by the decimal amount on line 8. If you paid 2014 expenses in 2015, see

the instructions m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m10 Tax liability limit. Enter the amount from the Credit

Limit Worksheet in the instructions m m m m m m m m m m m m m m m m m m m m m m 10

11 Credit for child and dependent care expenses. Enter the smaller of line 9 or line 10here and on Form 1040, line 49; Form 1040A, line 31; or Form 1040NR, line 47 m m m m m m m m m m m m 11

For Paperwork Reduction Act Notice, see your tax return instructions. Form 2441 (2015)

JSA

5A4400 2.000

SV2020 U468 10/12/2016 10:04:27 V15-7.1F

17,343.

3,010.

MOLLY H O'ROURKE 17,343.

HENRY J O'ROURKE 3,010.


6,000.165,300.

51,599.6,000.

377,151.

.20

1,200.

79,239.

1,200.

OMB No. 1545-0895General Business CreditForm 3800

I Information about Form 3800 and its separate instructions is at www.irs.gov/form3800.Department of the Treasury

Internal Revenue Service (99)

À¾µ¹AttachmentSequence No.I You must attach all pages of Form 3800, pages 1, 2, and 3, to your tax return. 22

Name(s) shown on return Identifying number

Current Year Credit for Credits Not Allowed Against Tentative Minimum Tax (TMT) Part I (See instructions and complete Part(s) III before Parts I and II)

1

2

3

4

5

General business credit from line 2 of all Parts III with box A checked 1

3

4

5

6

m m m m m m m m m m m m m m mPassive activity credits from line 2 of all Parts III with box B checked 2

Enter the applicable passive activity credits allowed for 2015 (see instructions) m m m m m m m m m mCarryforward of general business credit to 2015. Enter the amount from line 2 of Part III with

box C checked. See instructions for statement to attach m m m m m m m m m m m m m m m m m m m m m mCarryback of general business credit from 2016. Enter the amount from line 2 of Part III with

box D checked (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m6 Add lines 1, 3, 4, and 5 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Allowable Credit Part II

7 Regular tax before credits:

% Individuals. Enter the sum of the amounts from Form 1040, lines 44 and 46, or the

sum of the amounts from Form 1040NR, lines 42 and 44 m m m m m m m m m m m m m m m 7%7

8

9

10c

11

Corporations. Enter the amount from Form 1120, Schedule J, Part I, line 2; or the

applicable line of your return *m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m8% Estates and trusts. Enter the sum of the amounts from Form 1041, Schedule G,

lines 1a and 1b; or the amount from the applicable line of your return m m m m m m m m m 98 Alternative minimum tax:

7% Individuals. Enter the amount from Form 6251, line 35

Corporations. Enter the amount from Form 4626, line 14

Estates and trusts. Enter the amount from Schedule I (Form 1041), line 56

m m m m m m m m m m m m m m% m m m m m m m m m m m m m * m m m m m8% m m m 99 Add lines 7 and 8 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

10a

10b

10a Foreign tax credit

Certain allowable credits (see instructions)

Add lines 10a and 10b

m m m m m m m m m m m m m m m m m m m m m m m m m m m mb m m m m m m m m m m m m m m mc m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

11 Net income tax. Subtract line 10c from line 9. If zero, skip lines 12 through 15 and enter -0- on line 16

12

13

14

12 Net regular tax. Subtract line 10c from line 7. If zero or less, enter -0-

13 Enter 25% (.25) of the excess, if any, of line 12 over $25,000 (see

instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m14 Tentative minimum tax: 7% Individuals. Enter the amount from Form 6251, line 33

Corporations. Enter the amount from Form 4626, line 12

m m m m m m*% m m m m m 8% Estates and trusts. Enter the amount from Schedule I

9(Form 1041), line 54 m m m m m m m m m m m m m m m m m m m m m m m m15

16

17

15 Enter the greater of line 13 or line 14 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m16 Subtract line 15 from line 11. If zero or less, enter -0- m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m17 Enter the smaller of line 6 or line 16C corporations: See the line 17 instructions if there has been an ownership change, acquisition,or reorganization.

For Paperwork Reduction Act Notice, see separate instructions. Form 3800 (2015)

JSA

5X1800 2.000

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


NONE

NONE

79,272.

NONE

79,272.

33.

1,233.

78,039.

78,039.

13,260.

78,605.

78,605.

1,200.

Form 3800 (2015) Page 2Allowable Credit (Continued) Part II

Note. If you are not required to report any amounts on lines 22 or 24 below, skip lines 18 through 25 and enter -0- on line 26.

18

19

20

21

22

24

25

26

27

28

29

30

31

18

19

20

21

22

23

24

25

26

27

28

29

30

31

32

Multiply line 14 by 75% (.75) (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m mEnter the greater of line 13 or line 18 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mSubtract line 19 from line 11. If zero or less, enter -0- m m m m m m m m m m m m m m m m m m m m m m m m mSubtract line 17 from line 20. If zero or less, enter -0- m m m m m m m m m m m m m m m m m m m m m m m m mCombine the amounts from line 3 of all Parts III with box A, C, or D checked m m m m m m m m m m m m m

23Passive activity credit from line 3 of all Parts III with box B checked

Enter the applicable passive activity credit allowed for 2015 (see instructions) m m m m m m m m m m m mAdd lines 22 and 24 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mEmpowerment zone and renewal community employment credit allowed. Enter the smaller of

line 21 or line 25 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mSubtract line 13 from line 11. If zero or less, enter -0- m m m m m m m m m m m m m m m m m m m m m m m m mAdd lines 17 and 26 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mSubtract line 28 from line 27. If zero or less, enter -0- m m m m m m m m m m m m m m m m m m m m m m m m mEnter the general business credit from line 5 of all Parts III with box A checked m m m m m m m m m m m mReserved m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

32Passive activity credits from line 5 of all Parts III with box B checked

33

34

35

36

37

33

34

35

36

Enter the applicable passive activity credits allowed for 2015 (see instructions) m m m m m m m m m m mCarryforward of business credit to 2015. Enter the amount from line 5 of Part III with box C

checked and line 6 of Part III with box G checked. See instructions for statement to attach m m m m mCarryback of business credit from 2016. Enter the amount from line 5 of Part III with box D

checked (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mAdd lines 30, 33, 34, and 35 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

37 Enter the smaller of line 29 or line 36 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m38 Credit allowed for the current year. Add lines 28 and 37.

Report the amount from line 38 (if smaller than the sum of Part I, line 6, and Part II, lines 25 and

36, see instructions) as indicated below or on the applicable line of your return:

% Individuals. Form 1040, line 54, or Form 1040NR, line 51

Corporations. Form 1120, Schedule J, Part I, line 5c

Estates and trusts. Form 1041, Schedule G, line 2b

m m m m m m m m m 7% * m m m m m m m m mm m m m m m m m m m m m 89% m m m m m m m m m m m m m 38

Form 3800 (2015)

JSA

5X1801 2.000

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


64,779.

64,779.

2,572.

2,572.

2,572.

2,572.

Sales of Business Property(Also Involuntary Conversions and Recapture Amounts

Under Sections 179 and 280F(b)(2))

OMB No. 1545-0184

Form 4797À¾µ¹

I Attach to your tax return.Attachment

Department of the TreasuryInternal Revenue Service I 27Sequence No.Information about Form 4797 and its separate instructions is at www.irs.gov/form4797.


1 Enter the gross proceeds from sales or exchanges reported to you for 2015 on Form(s) 1099-B or 1099-S (or

substitute statement) that you are including on line 2, 10, or 20 (see instructions) m m m m m m m m m m m m m m m m m m 1

Sales or Exchanges of Property Used in a Trade or Business and Involuntary Conversions From OtherThan Casualty or Theft - Most Property Held More Than 1 Year (see instructions)

Part I

(f) Cost or otherbasis, plus

improvements andexpense of sale

(e) Depreciationallowed or

allowable sinceacquisition

(g) Gain or (loss)Subtract (f) from the

sum of (d) and (e)

2 (a) Descriptionof property

(b) Date acquired(mo., day, yr.)

(c) Date sold(mo., day, yr.)

(d) Grosssales price

3

4

5

6

7

8

Gain, if any, from Form 4684, line 39

Section 1231 gain from installment sales from Form 6252, line 26 or 37

Section 1231 gain or (loss) from like-kind exchanges from Form 8824

Gain, if any, from line 32, from other than casualty or theft

Combine lines 2 through 6. Enter the gain or (loss) here and on the appropriate line as follows:

3

4

5

6

7

8

9

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m mPartnerships (except electing large partnerships) and S corporations. Report the gain or (loss) following theinstructions for Form 1065, Schedule K, line 10, or Form 1120S, Schedule K, line 9. Skip lines 8, 9, 11, and 12 below.

Individuals, partners, S corporation shareholders, and all others. If line 7 is zero or a loss, enter the amount fromline 7 on line 11 below and skip lines 8 and 9. If line 7 is a gain and you did not have any prior year section 1231losses, or they were recaptured in an earlier year, enter the gain from line 7 as a long-term capital gain on theSchedule D filed with your return and skip lines 8, 9, 11, and 12 below.

Nonrecaptured net section 1231 losses from prior years (see instructions) m m m m m m m m m m m m m m m m m m m m m m m9 Subtract line 8 from line 7. If zero or less, enter -0-. If line 9 is zero, enter the gain from line 7 on line 12 below. If line

9 is more than zero, enter the amount from line 8 on line 12 below and enter the gain from line 9 as a long-term

capital gain on the Schedule D filed with your return (see instructions) m m m m m m m m m m m m m m m m m m m m m m m mOrdinary Gains and Losses (see instructions) Part II

10 Ordinary gains and losses not included on lines 11 through 16 (include property held 1 year or less):

( )11

12

13

14

15

16

17

18

Loss, if any, from line 7

Gain, if any, from line 7 or amount from line 8, if applicable

Gain, if any, from line 31

Net gain or (loss) from Form 4684, lines 31 and 38a

Ordinary gain from installment sales from Form 6252, line 25 or 36

Ordinary gain or (loss) from like-kind exchanges from Form 8824

Combine lines 10 through 16

11

12

13

14

15

16

17

18a

18b

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

For all except individual returns, enter the amount from line 17 on the appropriate line of your return and skip lines a

and b below. For individual returns, complete lines a and b below:

a If the loss on line 11 includes a loss from Form 4684, line 35, column (b)(ii), enter that part of the loss here. Enter thepart of the loss from income-producing property on Schedule A (Form 1040), line 28, and the part of the loss fromproperty used as an employee on Schedule A (Form 1040), line 23. Identify as from "Form 4797, line 18a."See instructions m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

b Redetermine the gain or (loss) on line 17 excluding the loss, if any, on line 18a. Enter here and on Form 1040, line 14


JSA

5X2610 2.000

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


-113.

-113.

-113.

-113.

113.

SEE STATEMENT 14

Form 4797 (2015) Page 2

Gain From Disposition of Property Under Sections 1245, 1250, 1252, 1254, and 1255 (see instructions)

Part III


(c) Date sold (mo.,day, yr.)

19 (a) Description of section 1245, 1250, 1252, 1254, or 1255 property:

A

B

C

D

Property A Property B Property C Property DIThese columns relate to the properties on lines 19A through 19D.

20 Gross sales price (Note:See line 1 before completing.) 20

21 Cost or other basis plus expense of sale 21m m m m m m m22 Depreciation (or depletion) allowed or allowable 22m m m23 Adjusted basis. Subtract line 22 from line 21 23m m m m m24 Total gain. Subtract line 23 from line 20 m m m m m m m 24

25 If section 1245 property:

a Depreciation allowed or allowable from line 22 25am m mb Enter the smaller of line 24 or 25a m m m m m m m m m 25b

26 If section 1250 property: If straight line depreciation wasused, enter -0- on line 26g, except for a corporation subjectto section 291.

a Additional depreciation after 1975 (see instructions) 26amb Applicable percentage multiplied by the smaller of

line 24 or line 26a (see instructions) 26bm m m m m m m m mc Subtract line 26a from line 24. If residential rental property

or line 24 is not more than line 26a, skip lines 26d and 26e 26cmd Additional depreciation after 1969 and before 1976 26dme Enter the smaller of line 26c or 26d 26em m m m m m m m mf Section 291 amount (corporations only) 26fm m m m m m mg 26gAdd lines 26b, 26e, and 26f m m m m m m m m m m m m

27 If section 1252 property: Skip this section if you did not dispose of farmland or if this form is being completed for a partnership (other than an electing large partnership).

a Soil, water, and land clearing expenses 27am m m m m m mb Line 27a multiplied by applicable percentage (see instructions) 27bmc Enter the smaller of line 24 or 27b m m m m m m m m m 27c

28 If section 1254 property:a Intangible drilling and development costs, expenditures

for development of mines and other natural deposits,

mining exploration costs, and depletion (see instructions) m 28a

b Enter the smaller of line 24 or 28a 28bm m m m m m m m m29 If section 1255 property:

a Applicable percentage of payments excluded from

income under section 126 (see instructions) 29am m m m mb Enter the smaller of line 24 or 29a (see instructions) m 29b

Summary of Part III Gains. Complete property columns A through D through line 29b before going to line 30.

30 Total gains for all properties. Add property columns A through D, line 24 30m m m m m m m m m m m m m m m m m m m m m m m m31 Add property columns A through D, lines 25b, 26g, 27c, 28b, and 29b. Enter here and on line 13 31m m m m m m m m m m m m32 Subtract line 31 from line 30. Enter the portion from casualty or theft on Form 4684, line 33. Enter the portion from

other than casualty or theft on Form 4797, line 6 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 32

Recapture Amounts Under Sections 179 and 280F(b)(2) When Business Use Drops to 50% or Less Part IV (see instructions)

(a) Section (b) Section

179 280F(b)(2)

33 Section 179 expense deduction or depreciation allowable in prior years 33m m m m m m m m m m m m m34 Recomputed depreciation (see instructions) 34m m m m m m m m m m m m m m m m m m m m m m m m m m m35 Recapture amount. Subtract line 34 from line 33. See the instructions for where to report 35m m m m m

Form 4797 (2015)

JSA

5X2620 2.000

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


Sales of Business Property(Also Involuntary Conversions and Recapture Amounts

Under Sections 179 and 280F(b)(2))

OMB No. 1545-0184

Form 4797À¾µ¹

I Attach to your tax return.Attachment

Department of the TreasuryInternal Revenue Service I 27Sequence No.Information about Form 4797 and its separate instructions is at www.irs.gov/form4797.


1 Enter the gross proceeds from sales or exchanges reported to you for 2015 on Form(s) 1099-B or 1099-S (or

substitute statement) that you are including on line 2, 10, or 20 (see instructions) m m m m m m m m m m m m m m m m m m 1

Sales or Exchanges of Property Used in a Trade or Business and Involuntary Conversions From OtherThan Casualty or Theft - Most Property Held More Than 1 Year (see instructions)

Part I

(f) Cost or otherbasis, plus

improvements andexpense of sale

(e) Depreciationallowed or

allowable sinceacquisition

(g) Gain or (loss)Subtract (f) from the

sum of (d) and (e)

2 (a) Descriptionof property


(c) Date sold(mo., day, yr.)


3

4

5

6

7

8

Gain, if any, from Form 4684, line 39

Section 1231 gain from installment sales from Form 6252, line 26 or 37

Section 1231 gain or (loss) from like-kind exchanges from Form 8824

Gain, if any, from line 32, from other than casualty or theft

Combine lines 2 through 6. Enter the gain or (loss) here and on the appropriate line as follows:

3

4

5

6

7

8

9

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m mPartnerships (except electing large partnerships) and S corporations. Report the gain or (loss) following theinstructions for Form 1065, Schedule K, line 10, or Form 1120S, Schedule K, line 9. Skip lines 8, 9, 11, and 12 below.

Individuals, partners, S corporation shareholders, and all others. If line 7 is zero or a loss, enter the amount fromline 7 on line 11 below and skip lines 8 and 9. If line 7 is a gain and you did not have any prior year section 1231losses, or they were recaptured in an earlier year, enter the gain from line 7 as a long-term capital gain on theSchedule D filed with your return and skip lines 8, 9, 11, and 12 below.

Nonrecaptured net section 1231 losses from prior years (see instructions) m m m m m m m m m m m m m m m m m m m m m m m9 Subtract line 8 from line 7. If zero or less, enter -0-. If line 9 is zero, enter the gain from line 7 on line 12 below. If line

9 is more than zero, enter the amount from line 8 on line 12 below and enter the gain from line 9 as a long-term

capital gain on the Schedule D filed with your return (see instructions) m m m m m m m m m m m m m m m m m m m m m m m mOrdinary Gains and Losses (see instructions) Part II

10 Ordinary gains and losses not included on lines 11 through 16 (include property held 1 year or less):

( )11

12

13

14

15

16

17

18

Loss, if any, from line 7

Gain, if any, from line 7 or amount from line 8, if applicable

Gain, if any, from line 31

Net gain or (loss) from Form 4684, lines 31 and 38a

Ordinary gain from installment sales from Form 6252, line 25 or 36

Ordinary gain or (loss) from like-kind exchanges from Form 8824

Combine lines 10 through 16

11

12

13

14

15

16

17

18a

18b

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

For all except individual returns, enter the amount from line 17 on the appropriate line of your return and skip lines a

and b below. For individual returns, complete lines a and b below:

a If the loss on line 11 includes a loss from Form 4684, line 35, column (b)(ii), enter that part of the loss here. Enter thepart of the loss from income-producing property on Schedule A (Form 1040), line 28, and the part of the loss fromproperty used as an employee on Schedule A (Form 1040), line 23. Identify as from "Form 4797, line 18a."See instructions m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

b Redetermine the gain or (loss) on line 17 excluding the loss, if any, on line 18a. Enter here and on Form 1040, line 14


JSA

5X2610 2.000

SV2020 U468 10/12/2016 10:04:27 V15-7.1F

ALTERNATIVE MINIMUM TAXROBERT F O'ROURKE & AMY S O'ROURKE

-113.

-113.

-113.

-113.

113.

SEE STATEMENT 15

Form 4797 (2015) Page 2

Gain From Disposition of Property Under Sections 1245, 1250, 1252, 1254, and 1255 (see instructions)

Part III


(c) Date sold (mo.,day, yr.)

19 (a) Description of section 1245, 1250, 1252, 1254, or 1255 property:

A

B

C

D

Property A Property B Property C Property DIThese columns relate to the properties on lines 19A through 19D.

20 Gross sales price (Note:See line 1 before completing.) 20

21 Cost or other basis plus expense of sale 21m m m m m m m22 Depreciation (or depletion) allowed or allowable 22m m m23 Adjusted basis. Subtract line 22 from line 21 23m m m m m24 Total gain. Subtract line 23 from line 20 m m m m m m m 24

25 If section 1245 property:

a Depreciation allowed or allowable from line 22 25am m mb Enter the smaller of line 24 or 25a m m m m m m m m m 25b

26 If section 1250 property: If straight line depreciation wasused, enter -0- on line 26g, except for a corporation subjectto section 291.

a Additional depreciation after 1975 (see instructions) 26amb Applicable percentage multiplied by the smaller of

line 24 or line 26a (see instructions) 26bm m m m m m m m mc Subtract line 26a from line 24. If residential rental property

or line 24 is not more than line 26a, skip lines 26d and 26e 26cmd Additional depreciation after 1969 and before 1976 26dme Enter the smaller of line 26c or 26d 26em m m m m m m m mf Section 291 amount (corporations only) 26fm m m m m m mg 26gAdd lines 26b, 26e, and 26f m m m m m m m m m m m m

27 If section 1252 property: Skip this section if you did not dispose of farmland or if this form is being completed for a partnership (other than an electing large partnership).

a Soil, water, and land clearing expenses 27am m m m m m mb Line 27a multiplied by applicable percentage (see instructions) 27bmc Enter the smaller of line 24 or 27b m m m m m m m m m 27c

28 If section 1254 property:a Intangible drilling and development costs, expenditures

for development of mines and other natural deposits,

mining exploration costs, and depletion (see instructions) m 28a

b Enter the smaller of line 24 or 28a 28bm m m m m m m m m29 If section 1255 property:

a Applicable percentage of payments excluded from

income under section 126 (see instructions) 29am m m m mb Enter the smaller of line 24 or 29a (see instructions) m 29b

Summary of Part III Gains. Complete property columns A through D through line 29b before going to line 30.

30 Total gains for all properties. Add property columns A through D, line 24 30m m m m m m m m m m m m m m m m m m m m m m m m31 Add property columns A through D, lines 25b, 26g, 27c, 28b, and 29b. Enter here and on line 13 31m m m m m m m m m m m m32 Subtract line 31 from line 30. Enter the portion from casualty or theft on Form 4684, line 33. Enter the portion from

other than casualty or theft on Form 4797, line 6 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 32

Recapture Amounts Under Sections 179 and 280F(b)(2) When Business Use Drops to 50% or Less Part IV (see instructions)

(a) Section (b) Section

179 280F(b)(2)

33 Section 179 expense deduction or depreciation allowable in prior years 33m m m m m m m m m m m m m34 Recomputed depreciation (see instructions) 34m m m m m m m m m m m m m m m m m m m m m m m m m m m35 Recapture amount. Subtract line 34 from line 33. See the instructions for where to report 35m m m m m

Form 4797 (2015)

JSA

5X2620 2.000

SV2020 U468 10/12/2016 10:04:27 V15-7.1F

ROBERT F O'ROURKE & AMY S O'ROURKEALTERNATIVE MINIMUM TAX

OMB No. 1545-0074Alternative Minimum Tax - IndividualsForm 6251

I Information about Form 6251 and its separate instructions is at www.irs.gov/form6251.Department of the Treasury

Internal Revenue Service (99)

À¾µ¹AttachmentSequence No. 32I Attach to Form 1040 or Form 1040NR.

Name(s) shown on Form 1040 or Form 1040NR Your social security number

Alternative Minimum Taxable Income (See instructions for how to complete each line.) Part I

1 If filing Schedule A (Form 1040), enter the amount from Form 1040, line 41, and go to line 2. Otherwise,

enter the amount from Form 1040, line 38, and go to line 7. (If less than zero, enter as a negative amount.) 1

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

28

m m m2 Medical and dental. If you or your spouse was 65 or older, enter the smaller of Schedule A (Form 1040),

line 4, or 2.5% (.025) of Form 1040, line 38. If zero or less, enter -0- m m m m m m m m m m m m m m m m m m m m3

4

5

Taxes from Schedule A (Form 1040), line 9 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mEnter the home mortgage interest adjustment, if any, from line 6 of the worksheet in the instructions for this line m mMiscellaneous deductions from Schedule A (Form 1040), line 27m m m m m m m m m m m m m m m m m m m m m m

(

(

)

)

6 If Form 1040, line 38, is $154,950 or less, enter -0-. Otherwise, see instructions

Tax refund from Form 1040, line 10 or line 21

Investment interest expense (difference between regular tax and AMT)

Depletion (difference between regular tax and AMT)

m m m m m m m m m m m m m7

8

9

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

Net operating loss deduction from Form 1040, line 21. Enter as a positive amount

Alternative tax net operating loss deduction

Interest from specified private activity bonds exempt from the regular tax

Qualified small business stock, see instructions

Exercise of incentive stock options (excess of AMT income over regular tax income)

Estates and trusts (amount from Schedule K-1 (Form 1041), box 12, code A)

Electing large partnerships (amount from Schedule K-1 (Form 1065-B), box 6)

Disposition of property (difference between AMT and regular tax gain or loss)

Depreciation on assets placed in service after 1986 (difference between regular tax and AMT)

Passive activities (difference between AMT and regular tax income or loss)

Loss limitations (difference between AMT and regular tax income or loss)

Circulation costs (difference between regular tax and AMT)

Long-term contracts (difference between AMT and regular tax income)

Mining costs (difference between regular tax and AMT)

Research and experimental costs (difference between regular tax and AMT)

Income from certain installment sales before January 1, 1987

Intangible drilling costs preference

Other adjustments, including income-based related adjustments

m m m m m m m m m m m m( )m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m mm m m m m m m m m m m m m m mm m m m m m m m m m m m m m mm m m m m m m m m m m m m m m

m m m m m mm m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m( )m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m

28 Alternative minimum taxable income. Combine lines 1 through 27. (If married filing separately and line28 is more than $246,250, see instructions.) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Alternative Minimum Tax (AMT) Part II 29 Exemption. (If you were under age 24 at the end of 2015, see instructions.)

IF your filing status is . . . AND line 28 is not over . . . THEN enter on line 29 . . . 7Single or head of household

Married filing jointly or qualifying widow(er)

Married filing separately

If line 28 is over the amount shown above for your filing status, see instructions.

$119,200

158,900

79,450

$53,600

83,400

41,700

m m m m m m m m m m m m m m m m * m m8m m m m m m m m29

30

31

32

33

34

35

m m m m m m m m m m m m m m m m m m 930 Subtract line 29 from line 28. If more than zero, go to line 31. If zero or less, enter -0- here and on lines 31,

33, and 35, and go to line 34 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m%31 If you are filing Form 2555 or 2555-EZ, see instructions for the amount to enter. 7% If you reported capital gain distributions directly on Form 1040, line 13; you reported qualified dividends

on Form 1040, line 9b; or you had a gain on both lines 15 and 16 of Schedule D (Form 1040) (as refigured

for the AMT, if necessary), complete Part III on the back and enter the amount from line 64 here. * m m8% All others: If line 30 is $185,400 or less ($92,700 or less if married filing separately), multiply line

30 by 26% (.26). Otherwise, multiply line 30 by 28% (.28) and subtract $3,708 ($1,854 if married

filing separately) from the result. 932 Alternative minimum tax foreign tax credit (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m33 Tentative minimum tax. Subtract line 32 from line 31 m m m m m m m m m m m m m m m m m m m m m m m m m m m m34 Add Form 1040, line 44 (minus any tax from Form 4972), and Form 1040, line 46. Subtract from the result any

foreign tax credit from Form 1040, line 48. If you used Schedule J to figure your tax on Form 1040, line 44,

refigure that tax without using Schedule J before completing this line (see instructions) m m m m m m m m m m m m m m m35 AMT. Subtract line 34 from line 33. If zero or less, enter -0-. Enter here and on Form 1040, line 45 m m mFor Paperwork Reduction Act Notice, see your tax return instructions. Form 6251 (2015)

JSA5X4700 2.000

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


328,124.

11,363.

11,229.

-11,229.

NONE-595.

336,874.

38,906.

297,968.

78,638.

33.

2,018.

78,605.

79,239.NONE

STMT 16

STMT 16

Form 6251 (2015) Page 2

Tax Computation Using Maximum Capital Gains RatesComplete Part III only if you are required to do so by line 31 or by the Foreign Earned Income Tax Worksheet in the instructions.

Part III

36 Enter the amount from Form 6251, line 30. If you are filing Form 2555 or 2555-EZ, enter the amountfrom line 3 of the worksheet in the instructions for line 31 36m m m m m m m m m m m m m m m m m m m m m m m m m m

37 Enter the amount from line 6 of the Qualified Dividends and Capital Gain Tax Worksheet in theinstructions for Form 1040, line 44, or the amount from line 13 of the Schedule D Tax Worksheet in theinstructions for Schedule D (Form 1040), whichever applies (as refigured for the AMT, if necessary) (seeinstructions). If you are filing Form 2555 or 2555-EZ, see instructions for the amount to enter 37

38

39

43

44

45

46

47

48

49

50

52

53

55

56

m m m m m m m38 Enter the amount from Schedule D (Form 1040), line 19 (as refigured for the AMT, if necessary) (see

instructions). If you are filing Form 2555 or 2555-EZ, see instructions for the amount to enter m m m m m m m39 If you did not complete a Schedule D Tax Worksheet for the regular tax or the AMT, enter the amount

from line 37. Otherwise, add lines 37 and 38, and enter the smaller of that result or the amount from line10 of the Schedule D Tax Worksheet (as refigured for the AMT, if necessary). If you are filing Form 2555or 2555-EZ, see instructions for the amount to enter m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

40 Enter the smaller of line 36 or line 39 40

41

42

51

54

57

58

59

60

61

62

63

64

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m41 Subtract line 40 from line 36 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m42 If line 41 is $185,400 or less ($92,700 or less if married filing separately), multiply line 41 by 26% (.26). Otherwise,

multiply line 41 by 28% (.28) and subtract $3,708 ($1,854 if married filing separately) from the result Im m m m m m m43 Enter:

7%%%


$37,450 if single or married filing separately, or


* m m m m m m m m m m m m m8944 Enter the amount from line 7 of the Qualified Dividends and Capital Gain Tax Worksheet in the instructions

for Form 1040, line 44, or the amount from line 14 of the Schedule D Tax Worksheet in the instructionsfor Schedule D (Form 1040), whichever applies (as figured for the regular tax). If you did not completeeither worksheet for the regular tax, enter the amount from Form 1040, line 43; if zero or less, enter -0-.If you are filing Form 2555 or 2555-EZ, see instructions for the amount to enter m m m m m m m m m m m m m m

45

46

47

48



Enter the smaller of line 45 or line 46. This amount is taxed at 0%


m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

49 Enter:

7%%%%

$413,200 if single

$232,425 if married filing separately

$464,850 if married filing jointly or qualifying widow(er)

$439,000 if head of household

* m m m m m m m m m m m m m89

50 Enter the amount from line 45 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m51 Enter the amount from line 7 of the Qualified Dividends and Capital Gain Tax Worksheet in the

instructions for Form 1040, line 44, or the amount from line 19 of the Schedule D Tax Worksheet,whichever applies (as figured for the regular tax). If you did not complete either worksheet for the regulartax, enter the amount from Form 1040, line 43; if zero or less, enter -0-. If you are filing Form 2555 orForm 2555-EZ, see instructions for the amount to enter m m m m m m m m m m m m m m m m m m m m m m m m m m m m

52

53

54

55

56

57

58

59

60

61

62

63

Add line 50 and line 51




Add lines 47 and 54

If lines 56 and 36 are the same, skip lines 57 through 61 and go to line 62. Otherwise, go to line 57.



If line 38 is zero or blank, skip lines 59 through 61 and go to line 62. Otherwise, go to line 59.




Add lines 42, 55, 58, and 61

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Im m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf line 36 is $185,400 or less ($92,700 or less if married filing separately), multiply line 36 by 26% (.26).

Otherwise, multiply line 36 by 28% (.28) and subtract $3,708 ($1,854 if married filing separately) from the result

64 Enter the smaller of line 62 or line 63 here and on line 31. If you are filing Form 2555 or 2555-EZ, do notenter this amount on line 31. Instead, enter it on line 4 of the worksheet in the instructions for line 31 m m

JSA Form 6251 (2015)5X4701 2.000

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


297,968.

8,345.

8,345.8,345.

289,623.

77,386.

310,579.

8,345.

8,345.

1,252.

78,638.

79,723.

78,638.

74,900.

8,345.

8,345.

310,579.310,579.154,271.

464,850.

STMT 18

STMT 18

OMB No. 1545-1971SCHEDULE H(Form 1040)

Household Employment Taxes(For Social Security, Medicare, Withheld Income, and Federal Unemployment (FUTA) Taxes)

I Attach to Form 1040, 1040NR, 1040-SS, or 1041.

Information about Schedule H and its separate instructions is at www.irs.gov/scheduleh.

À¾µ¹Department of the Treasury

Internal Revenue Service (99)AttachmentSequence No. 44I

Name of employer Social security number

Employer identification number

Calendar year taxpayers having no household employees in 2015 do not have to complete this form for 2015.

A Did you pay any one household employee cash wages of $1,900 or more in 2015? (If any household employee was your

spouse, your child under age 21, your parent, or anyone under age 18, see the line A instructions before you answer this

question.)

Yes. Skip lines B and C and go to line 1.

No. Go to line B.

B Did you withhold federal income tax during 2015 for any household employee?

Yes. Skip line C and go to line 7.

No. Go to line C.

C Did you pay total cash wages of $1,000 or more in any calendar quarter of 2014 or 2015 to all household employees?

(Do not count cash wages paid in 2014 or 2015 to your spouse, your child under age 21, or your parent.)

No. Stop. Do not file this schedule.

Yes. Skip lines 1-9 and go to line 10.

Social Security, Medicare, and Federal Income Taxes Part I

11

2

3

4

5

6

7

Total cash wages subject to social security tax

Social security tax. Multiply line 1 by 12.4% (.124)

Total cash wages subject to Medicare tax

Medicare tax. Multiply line 3 by 2.9% (.029)

Total cash wages subject to Additional Medicare Tax withholding

Additional Medicare Tax withholding. Multiply line 5 by 0.9% (.009)

Federal income tax withheld, if any

2

m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m

3

4

m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

5m m m m6

7

m m m m m m m m m m m m m m m m m m m

8

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m8

9

Total social security, Medicare, and federal income taxes. Add lines 2, 4, 6, and 7m m m m m m m m m m mDid you pay total cash wages of $1,000 or more in any calendar quarter of 2014 or 2015 to all household employees?

(Do not count cash wages paid in 2014 or 2015 to your spouse, your child under age 21, or your parent.)

No. Stop. Include the amount from line 8 above on Form 1040, line 60a. If you are not required to file Form 1040, see the

line 9 instructions.

Yes. Go to line 10.

For Privacy Act and Paperwork Reduction Act Notice, see the instructions. Schedule H (Form 1040) 2015

JSA

5X3023 2.000

SV2020 U468 10/12/2016 10:04:27 V15-7.1F

ROBERT F O'ROURKE

X

17,343.

2,151.

17,343.

503.

NONE

2,654.

X

STMT 19

Schedule H (Form 1040) 2015 Page 2

Federal Unemployment (FUTA) Tax Part II Yes No

Did you pay unemployment contributions to only one state? (If you paid contributions to a credit reduction

state, see instructions and check "No.") 10

11

12

10

11

12

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid you pay all state unemployment contributions for 2015 by April 18, 2016? Fiscal year filers see instructions m mWere all wages that are taxable for FUTA tax also taxable for your state's unemployment tax? m m m m m m m m m m m m m

Next: If you checked the "Yes" box on all the lines above, complete Section A.If you checked the "No" box on any of the lines above, skip Section A and complete Section B.

Section A

I13

14

15

Name of the state where you paid unemployment contributions

14Contributions paid to your state unemployment fund m m m m m m m m15Total cash wages subject to FUTA tax16

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m16 FUTA tax. Multiply line 15 by .6% (.006). Enter the result here, skip Section B, and go to line 25 m m

Section BComplete all columns below that apply (if you need more space, see instructions):17

(a)Name of state

(b)Taxable wages (as

defined in state act)

(c)State experience rate

period

(d)State

experience

rate

(e)Multiply col. (b)

by .054

(f)Multiply col. (b)

by col. (d)

(g)Subtract col. (f)from col. (e). If

zero or less,enter -0-.

(h)Contributionspaid to state

unemploymentfundToFrom

18m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m18 Totals19m m m m m m m m m m m m m m m m m m m19 Add columns (g) and (h) of line 18

2020 Total cash wages subject to FUTA tax (see the line 15 instructions)

21m m m m m m m m m m m m m m m m m m

21 Multiply line 20 by 6.0% (.060) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m2222 Multiply line 20 by 5.4% (.054) m m m m m m m m m m m m m m m m m m m m m

23 Enter the smaller of line 19 or line 22 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m23(Employers in a credit reduction state must use the worksheet on page H-7 and check here) m m24m m m m m m m m m m m24 FUTA tax. Subtract line 23 from line 21. Enter the result here and go to line 25

Total Household Employment Taxes Part III

2525 Enter the amount from line 8. If you checked the "Yes" box on line C of page 1, enter -0- m m m m m m2626 Add line 16 (or line 24) and line 25 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

27 Are you required to file Form 1040?

Yes. Stop. Include the amount from line 26 above on Form 1040, line 60a. Do not complete Part IV below.No. You may have to complete Part IV. See instructions for details.

Address and Signature - Complete this part only if required. See the line 27 instructions. Part IV Address (number and street) or P.O. box if mail is not delivered to street address Apt., room, or suite no.

City, town or post office, state, and ZIP code

Under penalties of perjury, I declare that I have examined this schedule, including accompanying statements, and to the best of my knowledge and belief, it is true,correct, and complete. No part of any payment made to a state unemployment fund claimed as a credit was, or is to be, deducted from the payments to employees.Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

M MEmployer's signature Date

Print/Type preparer's name Preparer's signature Date PTINCheck ifPaidself-employed

Preparer II

IFirm's name Firm's EINUse OnlyPhone no.Firm's address

Schedule H (Form 1040) 2015

JSA

5X3024 2.000

SV2020 U468 10/12/2016 10:04:27 V15-7.1F

ROBERT F O'ROURKE

XXX

TX 17,343. 937. 937.

937.937.

7,000.420.

340.

340.80.

2,654.2,734.

X

OMB No. 1545-0191Form 4952 Investment Interest Expense Deduction

I Information about Form 4952 and its instructions is at www.irs.gov/form4952. À¾µ¹Department of the Treasury AttachmentI Attach to your tax return.Internal Revenue Service (99) 51Sequence No.


Total Investment Interest Expense Part I

11 Investment interest expense paid or accrued in 2015 (see instructions) m m m m m m m m m m m m m m m m m m22 Disallowed investment interest expense from 2014 Form 4952, line 7 m m m m m m m m m m m m m m m m m m

3 Total investment interest expense. Add lines 1 and 2 m m m m m m m m m m m m m m m m m m m m m m m m m m 3

Net Investment Income Part II

4a Gross income from property held for investment (excluding any net

gain from the disposition of property held for investment) 4am m m m m m m m m m4bb Qualified dividends included on line 4a m m m m m m m m m m m m m m m m m m m m

c Subtract line 4b from line 4a m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 4c

4dd Net gain from the disposition of property held for investment m m m m m m m me Enter the smaller of line 4d or your net capital gain from the

disposition of property held for investment (see instructions) 4em m m m m m m m mf Subtract line 4e from line 4d 4fm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mg Enter the amount from lines 4b and 4e that you elect to include in investment income (see

instructions) 4gm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mh Investment income. Add lines 4c, 4f, and 4g 4hm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Investment expenses (see instructions)5 5m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m6 Net investment income. Subtract line 5 from line 4h. If zero or less, enter -0- 6m m m m m m m m m m m m m m

Investment Interest Expense Deduction Part III

7 Disallowed investment interest expense to be carried forward to 2016. Subtract line 6 from

7line 3. If zero or less, enter -0- m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m8 Investment interest expense deduction. Enter the smaller of line 3 or 6. See instructions m m m m m m m 8

For Paperwork Reduction Act Notice, see page 4. Form 4952 (2015)

JSA

5X3000 2.000

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


34,447.23.

34,470.

41,248.

NONE

NONENONE

NONE32,903.12,184.20,719.

13,751.20,719.

8,345.32,903.

SEE STATEMENT 20

SEE STATEMENT 21

SEE STMT 23

SEE STATEMENT 24

OMB No. 1545-0191Form 4952 Investment Interest Expense Deduction

I Information about Form 4952 and its instructions is at www.irs.gov/form4952. À¾µ¹Department of the Treasury AttachmentI Attach to your tax return.Internal Revenue Service (99) 51Sequence No.


Total Investment Interest Expense Part I

11 Investment interest expense paid or accrued in 2015 (see instructions) m m m m m m m m m m m m m m m m m m22 Disallowed investment interest expense from 2014 Form 4952, line 7 m m m m m m m m m m m m m m m m m m

3 Total investment interest expense. Add lines 1 and 2 m m m m m m m m m m m m m m m m m m m m m m m m m m 3

Net Investment Income Part II

4a Gross income from property held for investment (excluding any net

gain from the disposition of property held for investment) 4am m m m m m m m m m4bb Qualified dividends included on line 4a m m m m m m m m m m m m m m m m m m m m

c Subtract line 4b from line 4a m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 4c

4dd Net gain from the disposition of property held for investment m m m m m m m me Enter the smaller of line 4d or your net capital gain from the

disposition of property held for investment (see instructions) 4em m m m m m m m mf Subtract line 4e from line 4d 4fm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mg Enter the amount from lines 4b and 4e that you elect to include in investment income (see

instructions) 4gm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mh Investment income. Add lines 4c, 4f, and 4g 4hm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Investment expenses (see instructions)5 5m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m6 Net investment income. Subtract line 5 from line 4h. If zero or less, enter -0- 6m m m m m m m m m m m m m m

Investment Interest Expense Deduction Part III

7 Disallowed investment interest expense to be carried forward to 2016. Subtract line 6 from

7line 3. If zero or less, enter -0- m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m8 Investment interest expense deduction. Enter the smaller of line 3 or 6. See instructions m m m m m m m 8

For Paperwork Reduction Act Notice, see page 4. Form 4952 (2015)

JSA

5X3000 2.000

SV2020 U468 10/12/2016 10:04:27 V15-7.1F

ALTERNATIVE MINIMUM TAX


34,447.

34,447.

41,248.

NONE

NONENONE

NONE32,903.

955.31,948.

2,499.31,948.

8,345.32,903.

SEE STATEMENT 25

SEE STMT 27

OMB No. 1545-2227Net Investment Income Tax-Form ¼½º´ Individuals, Estates, and Trusts

I À¾µ¹Attach to your tax return.Department of the Treasury

Internal Revenue Service (99)AttachmentI Information about Form 8960 and its separate instructions is at www.irs.gov/form8960. Sequence No. 72

Name(s) shown on your tax return Your social security number or EIN

Investment Income Section 6013(g) election (see instructions)

Section 6013(h) election (see instructions)

Regulations section 1.1411-10(g) election (see instructions)

Part I

1

2

3

4c

5d

6

7

8

9d

10

11

12

16

17

20

21

1

2

3

4

5

6

7

8

Taxable interest (see instructions)

Ordinary dividends (see instructions)

Annuities (see instructions)

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

a

b

c

a

b

c

d

a

b

c

d

Rental real estate, royalties, partnerships, S corporations, trusts,

etc. (see instructions) 4a

4b

m m m m m m m m m m m m m m m m m m m m m m m m m m m mAdjustment for net income or loss derived in the ordinary course of

a non-section 1411 trade or business (see instructions) m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mCombine lines 4a and 4b5a

5b

5c

Net gain or loss from disposition of property (see instructions) m m m m m mNet gain or loss from disposition of property that is not subject to

net investment income tax (see instructions) m m m m m m m m m m m m m m mAdjustment from disposition of partnership interest or S corporation

stock (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m mCombine lines 5a through 5c m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mAdjustments to investment income for certain CFCs and PFICs (see instructions)

Other modifications to investment income (see instructions)

m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m

Total investment income. Combine lines 1, 2, 3, 4c, 5d, 6, and 7 m m m m m m m m m m m m m m m m m m mInvestment Expenses Allocable to Investment Income and Modifications Part II

9a

9b

9c

9

10

11

Investment interest expenses (see instructions)

State, local, and foreign income tax (see instructions)

Miscellaneous investment expenses (see instructions)

Add lines 9a, 9b, and 9c

m m m m m m m m m m m m m mm m m m m m m m m m m

m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Additional modifications (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mTotal deductions and modifications. Add lines 9d and 10 m m m m m m m m m m m m m m m m m m m m m m m

Tax Computation Part III

12

13

14

15

16

17

18

19

20

21

Net investment income. Subtract Part II, line 11 from Part I, line 8. Individuals complete lines 13-

17. Estates and trusts complete lines 18a-21. If zero or less, enter -0- m m m m m m m m m m m m m m m m mIndividuals:Modified adjusted gross income (see instructions)

Threshold based on filing status (see instructions)



13

14

15

m m m m m m m m m m m mm m m m m m m m m m m m

m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Net investment income tax for individuals. Multiply line 16 by 3.8% (.038). Enter here and

include on your tax return (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mEstates and Trusts:Net investment income (line 12 above) 18a

18b

18c

19a

19b

19c

a

b

c

a

b

c

m m m m m m m m m m m m m m m m m mDeductions for distributions of net investment income and

deductions under section 642(c) (see instructions) m m m m m m m m m m m mUndistributed net investment income. Subtract line 18b from 18a (see

instructions). If zero or less, enter -0- m m m m m m m m m m m m m m m m m m mAdjusted gross income (see instructions) m m m m m m m m m m m m m m m m mHighest tax bracket for estates and trusts for the year (see

instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mSubtract line 19b from line 19a. If zero or less, enter -0-

Enter the smaller of line 18c or line 19c

m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Net investment income tax for estates and trusts. Multiply line 20 by 3.8% (.038). Enter hereand include on your tax return (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m

For Paperwork Reduction Act Notice, see your tax return instructions. Form 8960 (2015)

JSA

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29,403.11,703.

122,259.

NONE122,259.

-3,113.

-3,113.

160,252.

20,719.

11,229.31,948.

31,948.

128,304.

377,151.250,000.127,151.

127,151.

4,832.

STMT 28

STMT 29

STMT 30

STMT 31

Lines 5a-5d - Net Gains and Losses Worksheet Keep for Your Records

(A)Capital gains/(losses):Form 1040, line 13;

Form 1041, line 4; Form1041-QFT, line 3; Form

1040NR, statementreflecting U.S.

residency portion ofForm 1040, line 13

(B)Ordinary gains/

(losses): Form 1040,line 14; Form 1041,

line 7; Form1041-QFT, portion

of line 4 attributed toordinary gain/(loss);

Form 1040NR,statement reflecting

U.S. residencyportion of Form1040, line 14

Total of columns (A)+(B)

Enterthis

amount on line 5a

1. Beginning net gains and losses

2. Gains and losses excluded from net investment income. Use current year amounts for lines 2a-2g and 2i.

(a) Enter net gains from the disposition of property used in anon-section 1411 trade or business (enter as negativeamounts):

Name of Trade or Business Amount ( ) ( )

( )

( )

(b) Enter net losses from the disposition of property used in anon-section 1411 trade or business (enter as positive amounts):

Name of Trade or Business Amount

(c) Enter net losses from a former passive activity (FPA)allowed by reason of section 469(f)(1)(A) m m m m m m m m m m m m m m

(d) Gains recognized in the current year for paymentsreceived on an installment sale obligation or privateannuity for the disposition of property used in anon-section 1411 trade or business ( )m m m m m m m m m m m m m m m m

(e) Enter the net gain attributable to the net unrealizedappreciation (NUA) in employer securities ( )m m m m m m m m m m m m m m

(f) In the case of a QEF (other than a QEF held in a section1411 trade or business) for which a section 1.1411-10(g)election is not in effect, enter the amount treated aslong-term capital gain for regular income tax purposesunder section 1293(a)(1)(B) ( )m m m m m m m m m m m m m m m m m m m

(g) Enter any other gains and losses included in net investmentincome that are not otherwise reported on Form 8960 and anyother gains and losses excluded from net investment incomereported on line 5a (enter excluded gains as a negative numberand excluded losses as a positive number) m m m m m m m m m m m m m

(h) Enter the amount reported on line 2(i) of this worksheetfrom your prior tax year return calculations. Enter as apositive number m m m m m m m m m m m m m m m m m m m m m m m m

(i) If you do not have a capital loss carryover to next year,then skip this line and go to line 2(j). Otherwise, enter thelesser of (i)(1) or (i)(2) as a negative amount ( )m m m m m m m m m m m m(i)(1) If the sum of the amounts entered

on lines 2(a)-2(h) and line 3(d), column

(A), is greater than zero, enter that

amount here. Otherwise, enter -0- on

line 2(i) and go to line 2(j) m m m m m m m m m mOR

(i)(2) The amount of capital loss carried

over to next year (Schedule D (Form

1040), line 16, less the amount allowed

as a current deduction on Schedule D

(Form 1040), line 21) entered as a

positive number m m m m m m m m m m m m m mEnter

thisamount

on line 5b

(j) Sum of lines 2(a) through 2(i)

JSA

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-3,000. -113. -3,113.

Lines 5a-5d - Net Gains and Losses Worksheet-continued Keep for Your Records

(A) (B) Total of columns (A)+(B)Capital gains/(losses):Form 1040, line 13;

Form1041, line 4; Form

1041-QFT, line 3; Form1040NR, statement

reflecting U.S. residencyportion of Form 1040,

line 13

Ordinary gains/(losses): Form 1040,line 14; Form 1041,

line 7; Form1041-QFT, portion of

line 4 attributed toordinary gain/(loss);

Form 1040NR,statement reflecting

U.S. residency portionof Form 1040, line 14

3. Adjustment for gains and losses attributable to the disposition of interests in partnerships and S corporations

(a)

Net

Gains

(i)

(ii)

(iii)

(i)

(ii)

(iii)

(i)

(ii)

(iii)

Enter the amount of net gain from the disposition of a

partnership or S corporation included in line 5a to which

section 1411(c)(4)(A) applies

Enter the amount of net gain included in net investment

income after the application of Regulations section

1.1411-7. (The sum of columns A and B of line 3(a)(ii)

must be less than, or equal to, the sum of columns A and

B of line 3(a)(i).)

Enter the difference between line 3(a)(i) and line 3(a)

(ii)

Enter the amount of net loss from the disposition of a

partnership or S corporation included in line 5a to which

section 1411(c)(4)(B) applies

Enter the amount of net loss included in net investment

income after the application of Regulations section

1.1411-7. (The sum of columns A and B of line 3(b)(ii)

must be less than, or equal to, the sum of columns A and

B of line 3(b)(i).)

Enter the difference between line 3(b)(i) and line 3(b)

(ii)

Enter the amount of gain recognized in the current year

attributable to payments received on an installment sale

obligation or private annuity that was attributable to the

disposition of an interest in a partnership or an S

corporation in a year preceding the current year. Also

report any gain or loss associated with section 736(b)

payments on this line

Enter the amount of adjustment attributable to such

gain

Subtract 3(c)(ii) from line 3(c)(i)

m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m

(b)

Net

Losses m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m

(c)

Deferred

Sales

m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m(d) Combine the amounts on lines 3(a)(iii), 3(b)(iii), and 3(c)

(iii)Enter this

amounton line 5c

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m4. Sum of items reported on lines 5a-5c

Enter thisamount

on line 5d

Add lines 1, 2(j), and 3(d) m m m m m m m m m m m m m m m m m m m m m m m m mIf the amount of gain for NIIT purposes is less than the amount of gain for regular income tax purposes, the entry on lines 3(a)(iii), 3(b)(iii),

or 3(c)(iii) should be a negative number. TIP If the amount of loss for NIIT purposes is less than the amount of loss for regular income tax purposes, the entry on lines 3(a)(iii), 3(b)(iii),

or 3(c)(iii) should be a positive number.

JSA

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-3,000. -113. -3,113.

OMB No. 1545-0644Gains and Losses From Section 1256Form 6781 Contracts and Straddles

I À¾µ¹Information about Form 6781 and its instructions is at www.irs.gov/form6781.

Department of the Treasury AttachmentI Attach to your tax return.Internal Revenue Service Sequence No. 82Name(s) shown on tax return Identifying number

Check all applicable boxes (see instructions). A Mixed straddle election C Mixed straddle account election

B Straddle-by-straddle identification election D Net section 1256 contracts loss election

Section 1256 Contracts Marked to Market

(c) Gain(a) Identification of account

Part I

(b) (Loss)

1

( )22

3

4

5

Add the amounts on line 1 in columns (b) and (c)

Net gain or (loss). Combine line 2, columns (b) and (c)

Form 1099-B adjustments. See instructions and attach statement

Combine lines 3 and 4

m m m m m m3

4

5

6

7

8

9

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mNote: If line 5 shows a net gain, skip line 6 and enter the gain on line 7. Partnerships and S corporations, see

instructions.

6 If you have a net section 1256 contracts loss and checked box D above, enter the amount of loss to be

carried back. Enter the loss as a positive number. If you did not check box D, enter -0- m m m m m m m m m m m m m m m7 Combine lines 5 and 6 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m8 Short-term capital gain or (loss). Multiply line 7 by 40% (.40). Enter here and include on line 4 of Schedule D

or on Form 8949 (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m9 Long-term capital gain or (loss). Multiply line 7 by 60% (.60). Enter here and include on line 11 of Schedule

D or on Form 8949 (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mGains and Losses From Straddles. Attach a separate statement listing each straddle and its components. Part II

Section A - Losses From StraddlesSection A - Losses From Straddles(f) Loss.

If column (e)is more than

(d), enterdifference.Otherwise,enter -0-

(e) Cost orother basis

plusexpense of

sale

(g)Unrecognized

gain onoffsettingpositions

(h) Recognized loss.If column (f) is more

than (g), enterdifference.

Otherwise, enter -0-

(b) Dateenteredinto or

acquired

(c) Dateclosed out

or sold


(a) Description of property

10

11a Enter the short-term portion of losses from line 10, column (h), here and include on line 4 of Schedule D or on

Form 8949 (see instructions) ( )11a

11b

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mb Enter the long-term portion of losses from line 10, column (h), here and include on line 11 of Schedule D or on

Form 8949 (see instructions) ( )m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mSection B - Gains From Straddles

(f) Gain. If column(d) is more than (e),

enter difference.Otherwise, enter -0-

(b) Dateenteredinto or

acquired

(e) Cost or otherbasis plus

expense of sale

(c) Dateclosed out

or sold


(a) Description of property

12

Enter the short-term portion of gains from line 12, column (f), here and include on line 4 of Schedule D or on

Form 8949 (see instructions)

13a

13a

13b

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mEnter the long-term portion of gains from line 12, column (f), here and include on line 11 of Schedule D or on

Form 8949 (see instructions)

b

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mUnrecognized Gains From Positions Held on Last Day of Tax Year. Memo Entry Only (see instructions) Part III

(e) Unrecognized gain.If column (c) is more

than (d), enter difference.Otherwise, enter -0-

(b) Dateacquired

(c) Fair market value on lastbusiness day of tax year

(d) Cost or other basisas adjusted(a) Description of property

14

For Paperwork Reduction Act Notice, see instructions. Form 6781 (2015)

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CAMPR II LIMITED 205.

205.205.

205.

205.

82.

123.

OMB No. 1545-1008Passive Activity Loss Limitations

Form ¼¹¼¶ I See separate instructions.

I Attach to Form 1040 or Form 1041.À¾µ¹

Department of the TreasuryAttachment

Internal Revenue Service (99) I Information about Form 8582 and its instructions is available at www.irs.gov/form8582. Sequence No. 88Name(s) shown on return Identifying number

2015 Passive Activity Loss Part I Caution: Complete Worksheets 1, 2, and 3 before completing Part I.

Rental Real Estate Activities With Active Participation (For the definition of active participation, seeSpecial Allowance for Rental Real Estate Activities in the instructions.)

a

b

1 Activities with net income (enter the amount from Worksheet 1,

1acolumn (a)) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mActivities with net loss (enter the amount from Worksheet 1, column

)(1b(b)) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mc Prior years unallowed losses (enter the amount from Worksheet 1,

)(1ccolumn (c)) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m md Combine lines 1a, 1b, and 1c 1dm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Commercial Revitalization Deductions From Rental Real Estate Activities

)(2a2a

b

c

Commercial revitalization deductions from Worksheet 2, column (a) m m m mPrior year unallowed commercial revitalization deductions from

Worksheet 2, column (b) )(2bm m m m m m m m m m m m m m m m m m m m m m m m m m m( )2cm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mAdd lines 2a and 2b

All Other Passive Activities

3a

b

c

d

Activities with net income (enter the amount from Worksheet 3,

column (a)) 3am m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mActivities with net loss (enter the amount from Worksheet 3, column

(b)) )(3bm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mPrior years unallowed losses (enter the amount from Worksheet 3,

column (c)) )(3cm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mCombine lines 3a, 3b, and 3c 3dm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

4 Combine lines 1d, 2c, and 3d. If this line is zero or more, stop here and include this form with

your return; all losses are allowed, including any prior year unallowed losses entered on line 1c,

2b, or 3c. Report the losses on the forms and schedules normally used 4m m m m m m m m m m m m m m m m m%%%

If line 4 is a loss and:

Line 1d is a loss, go to Part II.

Line 2c is a loss (and line 1d is zero or more), skip Part II and go to Part III.

Line 3d is a loss (and lines 1d and 2c are zero or more), skip Parts II and III and go to line 15.

Caution: If your filing status is married filing separately and you lived with your spouse at any time during the year, do not completePart II or Part III. Instead, go to line 15.

Special Allowance for Rental Real Estate Activities With Active Participation Part II Note: Enter all numbers in Part II as positive amounts. See instructions for an example.

5

9

10

5

6

7

8

9

10

Enter the smaller of the loss on line 1d or the loss on line 4

Enter $150,000. If married filing separately, see instructions

m m m m m m m m m m m m m m m m m m m m m m m6m m m m m m m m7Enter modified adjusted gross income, but not less than zero (see instructions)

Note: If line 7 is greater than or equal to line 6, skip lines 8 and 9,

enter -0- on line 10. Otherwise, go to line 8.8Subtract line 7 from line 6 m m m m m m m m m m m m m m m m m m m m m m m m m m

Multiply line 8 by 50% (.5). Do not enter more than $25,000. If married filing separately, see instructions

Enter the smaller of line 5 or line 9 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf line 2c is a loss, go to Part III. Otherwise, go to line 15.

Special Allowance for Commercial Revitalization Deductions From Rental Real Estate Activities Part III Note: Enter all numbers in Part III as positive amounts. See the example for Part II in the instructions.

11

12

13

14

11 Enter $25,000 reduced by the amount, if any, on line 10. If married filing separately, see instructions

12 Enter the loss from line 4 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m13 Reduce line 12 by the amount on line 10 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Enter the smallest of line 2c (treated as a positive amount), line 11, or line 1314 m m m m m m m m m m m m mTotal Losses Allowed Part IV

1515 Add the income, if any, on lines 1a and 3a and enter the total m m m m m m m m m m m m m m m m m m m m m m16 Total losses allowed from all passive activities for 2015. Add lines 10, 14, and 15. See

instructions to find out how to report the losses on your tax return 16m m m m m m m m m m m m m m m m m m mFor Paperwork Reduction Act Notice, see instructions. Form 8582 (2015)JSA

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101,681.

10,352.

91,329.

91,329.

101,681.

10,352.

Form 8582 (2015) Page 2

Caution: The worksheets must be filed with your tax return. Keep a copy for your records.Worksheet 1 - For Form 8582, Lines 1a, 1b, and 1c (See instructions.)

Current year Prior years Overall gain or loss

Name of activity(a) Net income

(line 1a)(b) Net loss

(line 1b)(c) Unallowedloss (line 1c) (d) Gain (e) Loss

Total. Enter on Form 8582, lines

I1a, 1b, and 1c m m m m m m m m mWorksheet 2 - For Form 8582, Lines 2a and 2b (See instructions.)

(a) Current yeardeductions (line 2a)

(b) Prior yearunallowed deductions (line 2b)

Name of activity (c) Overall loss


2a and 2b Im m m m m m m m m m m mWorksheet 3 - For Form 8582, Lines 3a, 3b, and 3c (See instructions.)






Im m m m m m m m m3a, 3b, and 3c

Worksheet 4 - Use this worksheet if an amount is shown on Form 8582, line 10 or 14 (See instructions.)

Form or scheduleand line number

to be reported on(see instructions)

(d) Subtractcolumn (c) from

column (a)

(c) Specialallowance

Name of activity (a) Loss (b) Ratio

ITotal m m m m m m m m m m m m m m m m m m m m m m m m m 1.00

Worksheet 5 - Allocation of Unallowed Losses (See instructions.)



Name of activity (b) Ratio (c) Unallowed loss(a) Loss

ITotal m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1.00

Form 8582 (2015)JSA

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101,681. 10,352.

10,239.

CAMPR II LIMITED 20,454. 113. 20,341.IMPERIAL ARMS LLC 10,239. 10,239.PEPPERTREE SQUARE, 81,227. 81,227.

IMPERIAL ARMS LLC 10,239. 1.00000000SCH E, 28

Form 8582 (2015) Page 3Worksheet 6 - Allowed Losses (See instructions.)

Form or scheduleand line number tobe reported on (see

instructions)

(a) Loss (b) Unallowed loss (c) Allowed lossName of activity

ITotal m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mWorksheet 7 - Activities With Losses Reported on Two or More Forms or Schedules (See instructions.)

(c) Ratio (e) Allowed loss(a) (b)(d) Unallowed

loss

Name of activity:

Form or schedule and line number

to be reported on (see

instructions):

1a Net loss plus prior year unallowed

loss from form or schedule Im mb Net income from form or

schedule Im m m m m m m mIc Subtract line 1b from line 1a. If zero or less, enter -0-



instructions):






instructions):




ITotal 1.00m m m m m m m m m m m m m m m m m m m m m m m mForm 8582 (2015)

JSA

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SV2020 U468 10/12/2016 10:04:27 V15-7.1F

10,239. 10,239.

IMPERIAL ARMS LLC 10,239. 10,239.SCH E, 28

OMB No. 1545-1008Passive Activity Loss Limitations

Form ¼¹¼¶ I See separate instructions.

I Attach to Form 1040 or Form 1041.À¾µ¹

Department of the TreasuryAttachment

Internal Revenue Service (99) I Information about Form 8582 and its instructions is available at www.irs.gov/form8582. Sequence No. 88Name(s) shown on return Identifying number

2015 Passive Activity Loss Part I Caution: Complete Worksheets 1, 2, and 3 before completing Part I.

Rental Real Estate Activities With Active Participation (For the definition of active participation, seeSpecial Allowance for Rental Real Estate Activities in the instructions.)

a

b

1 Activities with net income (enter the amount from Worksheet 1,

1acolumn (a)) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mActivities with net loss (enter the amount from Worksheet 1, column

)(1b(b)) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mc Prior years unallowed losses (enter the amount from Worksheet 1,

)(1ccolumn (c)) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m md Combine lines 1a, 1b, and 1c 1dm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Commercial Revitalization Deductions From Rental Real Estate Activities

)(2a2a

b

c

Commercial revitalization deductions from Worksheet 2, column (a) m m m mPrior year unallowed commercial revitalization deductions from

Worksheet 2, column (b) )(2bm m m m m m m m m m m m m m m m m m m m m m m m m m m( )2cm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mAdd lines 2a and 2b

All Other Passive Activities

3a

b

c

d

Activities with net income (enter the amount from Worksheet 3,

column (a)) 3am m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mActivities with net loss (enter the amount from Worksheet 3, column

(b)) )(3bm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mPrior years unallowed losses (enter the amount from Worksheet 3,

column (c)) )(3cm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mCombine lines 3a, 3b, and 3c 3dm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

4 Combine lines 1d, 2c, and 3d. If this line is zero or more, stop here and include this form with

your return; all losses are allowed, including any prior year unallowed losses entered on line 1c,

2b, or 3c. Report the losses on the forms and schedules normally used 4m m m m m m m m m m m m m m m m m%%%

If line 4 is a loss and:

Line 1d is a loss, go to Part II.

Line 2c is a loss (and line 1d is zero or more), skip Part II and go to Part III.

Line 3d is a loss (and lines 1d and 2c are zero or more), skip Parts II and III and go to line 15.

Caution: If your filing status is married filing separately and you lived with your spouse at any time during the year, do not completePart II or Part III. Instead, go to line 15.

Special Allowance for Rental Real Estate Activities With Active Participation Part II Note: Enter all numbers in Part II as positive amounts. See instructions for an example.

5

9

10

5

6

7

8

9

10

Enter the smaller of the loss on line 1d or the loss on line 4

Enter $150,000. If married filing separately, see instructions

m m m m m m m m m m m m m m m m m m m m m m m6m m m m m m m m7Enter modified adjusted gross income, but not less than zero (see instructions)

Note: If line 7 is greater than or equal to line 6, skip lines 8 and 9,

enter -0- on line 10. Otherwise, go to line 8.8Subtract line 7 from line 6 m m m m m m m m m m m m m m m m m m m m m m m m m m

Multiply line 8 by 50% (.5). Do not enter more than $25,000. If married filing separately, see instructions

Enter the smaller of line 5 or line 9 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf line 2c is a loss, go to Part III. Otherwise, go to line 15.

Special Allowance for Commercial Revitalization Deductions From Rental Real Estate Activities Part III Note: Enter all numbers in Part III as positive amounts. See the example for Part II in the instructions.

11

12

13

14

11 Enter $25,000 reduced by the amount, if any, on line 10. If married filing separately, see instructions

12 Enter the loss from line 4 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m13 Reduce line 12 by the amount on line 10 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Enter the smallest of line 2c (treated as a positive amount), line 11, or line 1314 m m m m m m m m m m m m mTotal Losses Allowed Part IV

1515 Add the income, if any, on lines 1a and 3a and enter the total m m m m m m m m m m m m m m m m m m m m m m16 Total losses allowed from all passive activities for 2015. Add lines 10, 14, and 15. See

instructions to find out how to report the losses on your tax return 16m m m m m m m m m m m m m m m m m m mFor Paperwork Reduction Act Notice, see instructions. Form 8582 (2015)JSA

5X5500 2.000 SV2020 U468 10/12/2016 10:04:27 V15-7.1F



101,086.

10,352.

90,734.

90,734.

101,086.

10,352.

Form 8582 (2015) Page 2

Caution: The worksheets must be filed with your tax return. Keep a copy for your records.Worksheet 1 - For Form 8582, Lines 1a, 1b, and 1c (See instructions.)






I1a, 1b, and 1c m m m m m m m m mWorksheet 2 - For Form 8582, Lines 2a and 2b (See instructions.)

(a) Current yeardeductions (line 2a)

(b) Prior yearunallowed deductions (line 2b)

Name of activity (c) Overall loss


2a and 2b Im m m m m m m m m m m mWorksheet 3 - For Form 8582, Lines 3a, 3b, and 3c (See instructions.)






Im m m m m m m m m3a, 3b, and 3c

Worksheet 4 - Use this worksheet if an amount is shown on Form 8582, line 10 or 14 (See instructions.)



(d) Subtractcolumn (c) from

column (a)

(c) Specialallowance

Name of activity (a) Loss (b) Ratio

ITotal m m m m m m m m m m m m m m m m m m m m m m m m m 1.00

Worksheet 5 - Allocation of Unallowed Losses (See instructions.)



Name of activity (b) Ratio (c) Unallowed loss(a) Loss

ITotal m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1.00

Form 8582 (2015)JSA

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101,086. 10,352.

10,239.

CAMPR II LIMITED 20,454. 113. 20,341.IMPERIAL ARMS LLC 10,239. 10,239.PEPPERTREE SQUARE, 80,632. 80,632.

IMPERIAL ARMS LLC 10,239. 1.0000000SCH E, 28

Form 8582 (2015) Page 3Worksheet 6 - Allowed Losses (See instructions.)

Form or scheduleand line number tobe reported on (see

instructions)

(a) Loss (b) Unallowed loss (c) Allowed lossName of activity

ITotal m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mWorksheet 7 - Activities With Losses Reported on Two or More Forms or Schedules (See instructions.)

(c) Ratio (e) Allowed loss(a) (b)(d) Unallowed

loss

Name of activity:



instructions):






instructions):






instructions):




ITotal 1.00m m m m m m m m m m m m m m m m m m m m m m m mForm 8582 (2015)

JSA

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10,239. 10,239.

IMPERIAL ARMS LLC 10,239. 10,239.SCH E, 28

Form8582-CR Passive Activity Credit Limitations OMB No. 1545-1034

I See separate instructions.(Rev. January 2012)

Department of the Treasury

Internal Revenue Service

AttachmentSequence No. 89I Attach to Form 1040 or 1041.


Passive Activity Credits Part I Caution: If you have credits from a publicly traded partnership, see Publicly Traded Partnerships (PTPs) in theinstructions.

Credits From Rental Real Estate Activities With Active Participation (Other Than RehabilitationCredits and Low-Income Housing Credits) (See Lines 1a through 1c in the instructions.)

1a1a

b

Credits from Worksheet 1, column (a) m m m m m m m m m m m m m m m m m m m m mPrior year unallowed credits from Worksheet 1, column (b) 1bm m m m m m m m m

c Add lines 1a and 1b 1cm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mRehabilitation Credits From Rental Real Estate Activities and Low-Income Housing Credits forProperty Placed in Service Before 1990 (or From Pass-Through Interests Acquired Before 1990)(See Lines 2a through 2c in the instructions.)

2a2a Credits from Worksheet 2, column (a) m m m m m m m m m m m m m m m m m m m m m2bb Prior year unallowed credits from Worksheet 2, column (b) m m m m m m m m m

c Add lines 2a and 2b m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 2c

Low-Income Housing Credits for Property Placed in Service After 1989 (See Lines 3a through 3cin the instructions.)

3a3a

b

Credits from Worksheet 3, column (a) m m m m m m m m m m m m m m m m m m m m m3bPrior year unallowed credits from Worksheet 3, column (b) m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mc Add lines 3a and 3b 3c

All Other Passive Activity Credits (See Lines 4a through 4c in the instructions.)

4a4a

b

Credits from Worksheet 4, column (a) m m m m m m m m m m m m m m m m m m m m m4bPrior year unallowed credits from Worksheet 4, column (b) m m m m m m m m m

c Add lines 4a and 4b m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 4c

55 Add lines 1c, 2c, 3c, and 4c m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m66 Enter the tax attributable to net passive income (see instructions) m m m m m m m m m m m m m m m m m m m m m77 Subtract line 6 from line 5. If line 6 is more than or equal to line 5, enter -0- and see instructions

Note: If your filing status is married filing separately and you lived with your spouse at any time duringthe year, do not complete Part II, III, or IV. Instead, go to line 37.

Special Allowance for Rental Real Estate Activities With Active ParticipationNote: Complete this part only if you have an amount on line 1c. Otherwise, go to Part III.

Part II

88 Enter the smaller of line 1c or line 7 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m99 Enter $150,000. If married filing separately, see instructions m m m m m m m m

10 Enter modified adjusted gross income, but not less than zero (see

instructions). If line 10 is equal to or more than line 9, skip lines 11

through 15 and enter -0- on line 16 10m m m m m m m m m m m m m m m m m m m m m m1111 Subtract line 10 from line 9 m m m m m m m m m m m m m m m m m m m m m m m m m m

12 Multiply line 11 by 50% (.50). Do not enter more than $25,000. If

married filing separately, see instructions 12m m m m m m m m m m m m m m m m m m m13 a

b

c

Enter the amount, if any, from line 10 of Form

8582 13am m m m m m m m m m m m m m m m m m m m m m mEnter the amount, if any, from line 14 of Form

8582 13bm m m m m m m m m m m m m m m m m m m m m m m13cAdd lines 13a and 13b m m m m m m m m m m m m m m m m m m m m m m m m m m m m m1414

15

Subtract line 13c from line 12

Enter the tax attributable to the amount on line 14 (see instructions)

m m m m m m m m m m m m m m m m m m m m m m m m m15m m m m m m m m m m m m m m m m m m m

16 Enter the smaller of line 8 or line 15 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 16

For Paperwork Reduction Act Notice, see instructions. Form 8582-CR (Rev. 01-2012)

JSA

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2,572.2,572.2,572.

29,578.SEE STMT 32

Form 8582-CR (Rev. 01-2012) Page 2

Special Allowance for Rehabilitation Credits From Rental Real Estate Activities and Low-Income HousingCredits for Property Placed in Service Before 1990 (or From Pass-Through Interests Acquired Before 1990)Note: Complete this part only if you have an amount on line 2c. Otherwise, go to Part IV.

Part III

17 Enter the amount from line 7 17m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m18 Enter the amount from line 16 18m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m19 Subtract line 18 from line 17. If zero, enter -0- here and on lines 30 and 36, and then go to

Part V 19m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m20 Enter the smaller of line 2c or line 19 20m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m21 Enter $250,000. If married filing separately, see instructions to find

21out if you can skip lines 21 through 26 m m m m m m m m m m m m m m m m m m m m22 Enter modified adjusted gross income, but not less than zero. (See

instructions for line 10.) If line 22 is equal to or more than line 21,

22skip lines 23 through 29 and enter -0- on line 30 m m m m m m m m m m m m m m m2323 Subtract line 22 from line 21 m m m m m m m m m m m m m m m m m m m m m m m m m

24 Multiply line 23 by 50% (.50). Do not enter more than $25,000. If

24married filing separately, see instructions m m m m m m m m m m m m m m m m m m ma

b

c

25 Enter the amount, if any, from line 10

of Form 8582 25am m m m m m m m m m m m m m m m m m mEnter the amount, if any, from line 14

of Form 8582 25bm m m m m m m m m m m m m m m m m m m25cAdd lines 25a and 25b m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Subtract line 25c from line 24

Enter the tax attributable to the amount on line 26 (see instructions)

Enter the amount, if any, from line 18


2626

27

28

29

m m m m m m m m m m m m m m m m m m m m m m m m m27m m m m28m m m m m m m m m m m m m m m m m m m m m

29

30

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m30 Enter the smaller of line 20 or line 29 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Special Allowance for Low-Income Housing Credits for Property Placed in Service After 1989Note: Complete this part only if you have an amount on line 3c. Otherwise, go to Part V.

Part IV

31 If you completed Part III, enter the amount from line 19. Otherwise, subtract line 16 from line 7 31m m m m32 Enter the amount from line 30 32m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m33 Subtract line 32 from line 31. If zero, enter -0- here and on line 36 33m m m m m m m m m m m m m m m m m m m m34 Enter the smaller of line 3c or line 33 34m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m35 Tax attributable to the remaining special allowance (see instructions) 35m m m m m m m m m m m m m m m m m m m36 Enter the smaller of line 34 or line 35 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 36

Passive Activity Credit Allowed Part V

37 Passive Activity Credit Allowed. Add lines 6, 16, 30, and 36. See instructions to find out how to

report the allowed credit on your tax return and how to allocate allowed and unallowed credits if

you have more than one credit or credits from more than one activity. If you have any credits

from a publicly traded partnership, see Publicly Traded Partnerships (PTPs) in the instructions m m m m m 37

Election To Increase Basis of Credit Property Part VI

38 If you disposed of your entire interest in a passive activity or former passive activity in a fully taxable transaction, and you

elect to increase your basis in credit property used in that activity by the unallowed credit that reduced your basis in the

property, check this box. See instructions Im m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI39 Name of passive activity disposed of

I40 Description of the credit property for which the election is being made

Im m m m m m m m m m m m m m m m m m m41 Amount of unallowed credit that reduced your basis in the property $

Form 8582-CR (Rev. 01-2012)

JSA

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2,572.

OMB No. 1545-0074Employee Business ExpensesForm 2106

IAttach to Form 1040 or Form 1040NR.À¾µ¹

Department of the Treasury AttachmentI Information about Form 2106 and its separate instructions is available at www.irs.gov/form2106. Sequence No.Internal Revenue Service (99) 129Your name Occupation in which you incurred expenses Social security number

Employee Business Expenses and Reimbursements Part I

Column A Column BStep 1 Enter Your Expenses Other Than Meals

and Entertainment

Meals and

Entertainment

1 Vehicle expense from line 22 or line 29. (Rural mail carriers: See

instructions.) 1m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m2 Parking fees, tolls, and transportation, including train, bus, etc., that

did not involve overnight travel or commuting to and from work 2m m m m m m3 Travel expense while away from home overnight, including lodging,

airplane, car rental, etc. Do not include meals and entertainment 3m m m m m4 Business expenses not included on lines 1 through 3. Do not include

meals and entertainment 4m m m m m m m m m m m m m m m m m m m m m m m m m m m55 Meals and entertainment expenses (see instructions) m m m m m m m m m m m m

6 Total expenses. In Column A, add lines 1 through 4 and enter the

result. In Column B, enter the amount from line 5 6m m m m m m m m m m m m m mNote. If you were not reimbursed for any expenses in Step 1, skip line 7 and enter the amount from line 6 on line 8.

Step 2 Enter Reimbursements Received From Your Employer for Expenses Listed in Step 1

7 Enter reimbursements received from your employer that were not

reported to you in box 1 of Form W-2. Include any reimbursements

reported under code "L" in box 12 of your Form W-2 (see

instructions) 7m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mStep 3 Figure Expenses To Deduct on Schedule A (Form 1040 or Form 1040NR)

8 Subtract line 7 from line 6. If zero or less, enter -0-. However, if line 7

is greater than line 6 in Column A, report the excess as income on

Form 1040, line 7 (or on Form 1040NR, line 8) 8m m m m m m m m m m m m m m mNote. If both columns of line 8 are zero, you cannot deductemployee business expenses. Stop here and attach Form 2106 toyour return.

9 In Column A, enter the amount from line 8. In Column B, multiply line8 by 50% (.50). (Employees subject to Department of Transportation(DOT) hours of service limits: Multiply meal expenses incurred whileaway from home on business by 80% (.80) instead of 50%. Fordetails, see instructions.) 9m m m m m m m m m m m m m m m m m m m m m m m m m m m

10 Add the amounts on line 9 of both columns and enter the total here. Also, enter the total on

Schedule A (Form 1040), line 21 (or on Schedule A (Form 1040NR), line 7). (Armed Forces

reservists, qualified performing artists, fee-basis state or local government officials, and individuals

with disabilities: See the instructions for special rules on where to enter the total.) I 10m m m m m m m m m mFor Paperwork Reduction Act Notice, see your tax return instructions. Form 2106 (2015)

JSA

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ROBERT F O'ROURKE MEMB OF US CONGRESS

3,000.

3,000.

3,000.

3,000.

3,000.

SEE STATEMENT 33

Form 2106 (2015) Page 2Vehicle Expenses Part II

Section A - General Information (You must complete this section if youare claiming vehicle expenses.)

(a) Vehicle 1 (b) Vehicle 2

11

12

13

14

15

16

17

11

12

13

14

15

16

17

18

19

20

21

Enter the date the vehicle was placed in service

Total miles the vehicle was driven during 2015

Business miles included on line 12

Percent of business use. Divide line 13 by line 12

Average daily roundtrip commuting distance

Commuting miles included on line 12

Other miles. Add lines 13 and 16 and subtract the total from line 12

Was your vehicle available for personal use during off-duty hours?

Do you (or your spouse) have another vehicle available for personal use?

Do you have evidence to support your deduction?

If "Yes," is the evidence written?

m m m m m m m m m m m m m m mmiles milesm m m m m m m m m m m m m m m mmiles milesm m m m m m m m m m m m m m m m m m m m m m

% %m m m m m m m m m m m m m mmiles milesm m m m m m m m m m m m m m m m mmiles milesm m m m m m m m m m m m m m m m m m m m mmiles milesm m m m

m m m m m m m m m m m m m m m m m m m m m m m m Yes No

Yes Nom m m m m m m m m m m m m m m m m m m mYes Nom m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mYes Nom m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

Section B - Standard Mileage Rate (See the instructions for Part II to find out whether to complete this section or Section C.)

c22 Multiply line 13 by 57.5 (.575). Enter the result here and on line 1 m m m m m m m m m m m m m m m m m m 22

(a) Vehicle 1 (b) Vehicle 2Section C - Actual Expenses

23 Gasoline, oil, repairs, vehicle

insurance, etc. 23

24a

24b

24c

25

26

27

28

29

30

31

32

33

34

35

36

37

38

m m m m m m m m m m m24a Vehicle rentals m m m m m m m m m m m

b Inclusion amount (see instructions)

c Subtract line 24b from line 24a m m25 Value of employer-provided vehicle

(applies only if 100% of annual

lease value was included on Form

W-2 - see instructions) m m m m m m m26 Add lines 23, 24c, and 25 m m m m m27 Multiply line 26 by the percentage

28

on line 14 m m m m m m m m m m m m m mDepreciation (see instructions) m m m

29 Add lines 27 and 28. Enter total

here and on line 1 m m m m m m m m mSection D - Depreciation of Vehicles (Use this section only if you owned the vehicle and are completing Section C for the vehicle.)

(a) Vehicle 1 (b) Vehicle 2

30 Enter cost or other basis (see

instructions) m m m m m m m m m m m m m31 Enter section 179 deduction and

special allowance (see instructions)

32 Multiply line 30 by line 14 (seeinstructions if you claimed thesection 179 deduction or specialallowance) m m m m m m m m m m m m m

33 Enter depreciation method and

percentage (see instructions)m m m m34 Multiply line 32 by the percentage

on line 33 (see instructions) m m m m35 Add lines 31 and 34 m m m m m m m m36 Enter the applicable limit explained

in the line 36 instructions m m m m m37 Multiply line 36 by the percentage

on line 14 m m m m m m m m m m m m m m38 Enter the smaller of line 35 or line

37. If you skipped lines 36 and 37,

enter the amount from line 35.

Also enter this amount on line 28

above m m m m m m m m m m m m m m m mForm 2106 (2015)

JSA

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ROBERT F O'ROURKE

OMB No. 1545-0172Depreciation and AmortizationForm 4562

(Including Information on Listed Property)

I À¾µ¹Attach to your tax return.Department of the Treasury

Internal Revenue ServiceAttachmentI(99) Information about Form 4562 and its separate instructions is at www.irs.gov/form4562. Sequence No. 179


Business or activity to which this form relates

Election To Expense Certain Property Under Section 179Note: If you have any listed property, complete Part V before you complete Part I.

Part I

1 Maximum amount (see instructions) 1m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m2 Total cost of section 179 property placed in service (see instructions) 2m m m m m m m m m m m m m m m m m m m m m m m m3 Threshold cost of section 179 property before reduction in limitation (see instructions) 3m m m m m m m m m m m m m m m4 Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- 4m m m m m m m m m m m m m m m m m m m m m5 Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing

separately, see instructions 5m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m6 (a) Description of property (b) Cost (business use only) (c) Elected cost

7 Listed property. Enter the amount from line 29 7m m m m m m m m m m m m m m m m m m m m m m8 Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7 8m m m m m m m m m m m m m m m m9 Tentative deduction. Enter the smaller of line 5 or line 8 9m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

10 Carryover of disallowed deduction from line 13 of your 2014 Form 4562 10m m m m m m m m m m m m m m m m m m m m m m11 Business income limitation. Enter the smaller of business income (not less than zero) or line 5 (see instructions) 11

12 Section 179 expense deduction. Add lines 9 and 10, but do not enter more than line 11 12m m m m m m m m m m m m m mI13 Carryover of disallowed deduction to 2016. Add lines 9 and 10, less line 12 13m m m

Note: Do not use Part II or Part III below for listed property. Instead, use Part V.

Special Depreciation Allowance and Other Depreciation (Do not include listed property.) (See instructions.) Part II

14 Special depreciation allowance for qualified property (other than listed property) placed in service

during the tax year (see instructions) 14

15

16

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m15

16

Property subject to section 168(f)(1) election

Other depreciation (including ACRS)

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mMACRS Depreciation (Do not include listed property.) (See instructions.) Part III

Section A

1717

18

MACRS deductions for assets placed in service in tax years beginning before 2015 m m m m m m m m m m m m m m m m mIf you are electing to group any assets placed in service during the tax year into one or more general

asset accounts, check here Im m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mSection B - Assets Placed in Service During 2015 Tax Year Using the General Depreciation System

(b) Month and year (c) Basis for depreciation (d) Recoveryplaced in (business/investment use (e) Convention (f) Method (g) Depreciation deduction(a) Classification of property periodservice only - see instructions)

19a 3-year property

b 5-year property

c 7-year property

d 10-year property

e 15-year property

f 20-year property

g 25-year property 25 yrs. S/L

27.5 yrs. MM S/Lh Residential rental

27.5 yrs. MM S/Lproperty

39 yrs. MM S/Li Nonresidential real

MM S/Lproperty

Section C - Assets Placed in Service During 2015 Tax Year Using the Alternative Depreciation System

20a Class life S/L

b 12-year 12 yrs. S/L

c 40-year 40 yrs. MM S/L

Summary (See instructions.) Part IV 21 21Listed property. Enter amount from line 28 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m22 Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21. Enter here

and on the appropriate lines of your return. Partnerships and S corporations - see instructions 22m m m m m m m m m m m m23 For assets shown above and placed in service during the current year, enter the

portion of the basis attributable to section 263A costs 23m m m m m m m m m m m m m m m m m mJSA For Paperwork Reduction Act Notice, see separate instructions. Form 4562 (2015)5X2300 2.000

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


STANTON STREET TECHNOLOGY GROUP INC

500,000.1,487.

2,000,000.

500,000.

- SCHEDULE E

FROM SCHEDULE K-1 1,487.

1,487.1,487.

234,195.1,487.

1,487.

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT

SUPPLEMENT TO FORM 1040=======================

1

SOURCES OF COMPENSATIONSOURCES OF COMPENSATION=======================OWNER-SHIP-----

TOTAL FEDERAL SOC. SEC. MEDICAREDESCRIPTION WAGES WITHHELD WITHHELD WITHHELD

----------------------- ------------ ------------ ---------- ----------WAGES-----

S STANTON STREET TECHNOLOGY 36,730. 1,625. 380.T HOUSE OF REP -MEMBER SERV 25,781.165,300. 7,347. 2,523.

TOTAL - WAGES 25,781.------------

------------202,030.

------------

============8,972.

----------

----------2,903.

----------

----------

GRAND TOTAL 202,030.============

25,781.============

8,972.==========

2,903.==========

QUALIFIED DIVIDENDS===================

QUALIFIED DIVIDENDS FROM FORM 1099----------------------------------

MORGAN STANLEY 688.------------

TOTAL FORM 1099 QUALIFIED DIVIDENDS 688.------------

PSHIP, S CORP. & ESTATE/TRUST QUALIFIED DIVIDENDS-------------------------------------------------

CAMPR II LIMITED 7,657.------------

TOTAL PASS THROUGH QUALIFIED DIVIDENDS 7,657.------------

TOTAL TO 1040, LINE 9B 8,345.============

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT


2

SOURCES OF OTHER INCOME=======================

MISC. OTHER INCOME SUBJECT TO S.E. TAX--------------------------------------

S PROJECT VIDA 16,000.

TOTAL TO 1040, LINE 21 16,000.----------

==========

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT

SUPPLEMENT TO SCHEDULE A

3

INVESTMENT INTEREST EXPENSE---------------------------

CAMPR II LIMITED 34,470.

SUBTOTAL OF INVESTMENT INTEREST EXPENSE 34,470.------------

LESS: DISALLOWED INVESTMENT INTEREST EXP./FORM 4952 13,751.

TOTAL TO SCHEDULE A, LINE 14 20,719.------------

============

CASH CONTRIBUTIONS------------------

PARTNERSHIP/S CORPORATION/ESTATE AND TRUST------------------------------------------

50% ORGANIZATION(S)CAMPR II LIMITED 1.STANTON STREET TECHNOLOGY GR 191.

OTHER CASH CONTRIBUTIONS------------------------

50% ORGANIZATION(S)MEDICAL CENTER OF THE AMERICAS FOUNDATION 100.PASO DEL NORTE FOUNDATION 500.TRINITY FRST WEEKDAY SCHOOL 75.

TOTAL CASH CONTRIBUTIONS BEFORE LIMITATION 867.------------

CASH CONTRIBUTION LIMITATION NONE

TOTAL TO SCHEDULE A, LINE 16 867.------------

============

OTHER MISC. DEDUCTIONS SUBJECT TO 2% LIMIT------------------------------------------

PARTNERSHIP, S CORPORATION AND ESTATE AND TRUST 14,199.MORGAN STANLEY ADVISORY FEES 1,573.

TOTAL TO SCHEDULE A, LINE 23 15,772.------------

============

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT


4

MISC. DEDUCTIONS NOT SUBJECT TO 2% LIMITATION---------------------------------------------

PORTFOLIO DEDUCTIONS FROM K-1 SOURCES 951.

TOTAL TO SCHEDULE A, LINE 28 951.------------

============

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT


5

ITEMIZED DEDUCTION WORKSHEET----------------------------

1. SCHEDULE A, LINES 4, 9, 15, 19, 20, 27, AND 28 ....... 51,045.

2. SCHEDULE A, LINES 4, 14, 20, PLUS ANY GAMBLING ANDCASUALTY OR THEFT LOSSES INCLUDED ON LINE 28 ......... 20,719.

3. IS THE AMOUNT ON LINE 2 LESS THAN THE AMOUNT ON LINE 1?NO.YES. SUBTRACT LINE 2 FROM LINE 1 .............X 30,326.

------------

============4. LINE 3 MULTIPLIED BY 80% (.80).......... 24,261.

============5. ENTER THE AMOUNT FROM FORM 1040, LINE 38 377,151.

6. ENTER LIMIT BASED ON FILING STATUS...... 309,900.

7. IS THE AMOUNT ON LINE 6 LESS THAN THE AMOUNT ON LINE 5?NO.YES. SUBTRACT LINE 6 FROM LINE 5..X 67,251.

------------

============8. LINE 7 MULTIPLIED BY 3% (.03) .......... 2,018.

============9. ENTER THE SMALLER OF LINE 4 OR LINE 8 ................... 2,018.

============

10. TOTAL ITEMIZED DEDUCTIONS (LINE 1 LESS LINE 9) ....... 49,027.============

SV2020 - U468 10/12/2016 10:04:27 V15-7.1F


STATEMENT

SUPPLEMENT TO SCHEDULE D=======================================================================================================

SUPPLEMENT TO SCHEDULE D====================================================================================================

PART I SHORT-TERM CAPITAL GAINS AND LOSSES - ASSETS HELD ONE YEAR OR LESSLINE 5 - SHORT-TERM GAIN (LOSS) FROM PARTNERSHIPS, S CORPORATIONS, AND FIDUCIARIES----------------------------------------------------------------------------------------------------

ACTIVITY NAME------------------------------------------------------------

GAIN/LOSS------------

6

CAMPR II LIMITED -12,318.

TOTAL SHORT-TERM GAINS AND LOSSES FROM K-1'S -12,318.------------

TOTAL TO SCHEDULE D, LINE 5 -12,318.------------

============

SV2020 - U468 10/12/2016 10:04:27 V15-7.1F


STATEMENT

SUPPLEMENT TO SCHEDULE D=======================================================================================================

SUPPLEMENT TO SCHEDULE D===================================================================================================

PART II LONG-TERM CAPITAL GAINS AND LOSSES - ASSETS HELD MORE THAN ONE YEARLINE 12 - LONG-TERM GAIN (LOSS) FROM PARTNERSHIPS, S CORPORATIONS, AND FIDUCIARIES---------------------------------------------------------------------------------------------------

ACTIVITY NAME------------------------------------------------------------

GAIN/LOSS------------

7

CAMPR II LIMITED 138,139.

TOTAL LONG-TERM GAINS AND LOSSES FROM K-1'S 138,139.------------

TOTAL TO SCHEDULE D, LINE 12 138,139.------------

============

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT

SUPPLEMENT TO SCHEDULE D

PART II LONG-TERM CAPITAL GAINS AND LOSSESLINE 13 CAPITAL GAIN DISTRIBUTIONS----------------------------------------------------------------------

CAPITALNAME OF PAYER GAINS

------------------------------------------ ------------

8

MORGAN STANLEY 4,295.

SUBTOTAL FROM CONSOLIDATED-1099 4,295.------------

TOTAL TO SCHEDULE D, LINE 13 4,295.------------

============

SV2020 U468 10/12/2016 10:04:27 V15-7.1F

ROBERT F O'ROURKE & AMY S O'ROURKEEL PASO, TX 79902

SUPPLEMENT TO SCHEDULE E========================================================================================================

INCOME OR LOSS FROM PARTNERSHIPS AND S CORPORATIONS--------------------------------------------------------------------------------------------------------

(A) (B) (C) (D) (E) (F) (G) (H) (I) (J)P NOT PASSIVE PASSIVE NONPASSIVE NONPASSIVEOR F AT-RISK LOSS INCOME LOSS SEC 179 INCOME

NAME S P EIN N FROM 8582 FROM K-1 FROM K-1 DEDUCTION FROM K-1------------------------- -- --- ---------- ---- --------- ---------- ---------- ---------- ----------

STATEMENT 9

CAMPR INVESTMENT PARTNERS P NONECAMPR II LIMITED P 20,454. 139.STANTON STREET TECHNOLOGY S 1,487. 32,165.CAMPR II LIMITED P NONEIMPERIAL ARMS LLC P 10,239.PEPPERTREE SQUARE, LTD P 88,807.PEPPERTREE SQUAR - OTHER P 7,580.

TOTALS------------------------------------------------

17,819.----------

==========109,261.

----------

==========

----------

==========1,487.

----------

==========32,304.

----------

==========

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT

SUPPLEMENT TO SCHEDULE E========================

10

PART II, INCOME OR LOSS FROM PARTNERSHIPS AND S CORPORATIONS============================================================COLUMNS (F) & (G) - PASSIVE INCOME OR LOSS

K-1 NAME: CAMPR II LIMITEDID NUMBER:

DESCRIPTION INCOME/LOSS----------------------------------- -----------ORDINARY INCOME OR LOSS 31,712.RENTAL REAL ESTATE INCOME OR LOSS -7.OTHER RENTAL INCOME OR LOSS (NET ALLOWED BASIS) 2.PLUS:

OTHER PORTFOLIO INCOME/LOSS 139.OTHER INCOME/LOSS -11,253.

LESS:OTHER PORTFOLIO INCOME/LOSS 139.

ALLOWABLE INCOME/LOSS 20,454.------------

============

K-1 NAME: IMPERIAL ARMS LLCID NUMBER:

DESCRIPTION INCOME/LOSS----------------------------------- -----------RENTAL REAL ESTATE INCOME OR LOSS -10,239.

ALLOWABLE INCOME/LOSS -10,239.------------

============

K-1 NAME: PEPPERTREE SQUARE, LTDID NUMBER:

DESCRIPTION INCOME/LOSS----------------------------------- -----------RENTAL REAL ESTATE INCOME OR LOSS 88,807.LESS:

SECTION 754 DEPRECIATION 7,580.


============

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT


11

PART II, INCOME OR LOSS FROM PARTNERSHIPS AND S CORPORATIONS============================================================COLUMNS (H) & (J) - NONPASSIVE INCOME OR LOSS

K-1 NAME: CAMPR II LIMITEDID NUMBER:

DESCRIPTION INCOME/LOSS----------------------------------- -----------OTHER PORTFOLIO INCOME/LOSS 139.

ALLOWABLE INCOME/LOSS 139.------------

============

K-1 NAME: STANTON STREET TECHNOLOGY GROUP INCID NUMBER:

DESCRIPTION INCOME/LOSS----------------------------------- -----------ORDINARY INCOME OR LOSS 32,165.

INCOME/LOSS AFTER AT-RISK ADJ. 32,165.------------


============

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT


12

PART II, INCOME OR LOSS FROM PARTNERSHIP AND S CORPORATIONS===========================================================COLUMNS (I) - SECTION 179

K-1 NAME: STANTON STREET TECHNOLOGY GROUP INCID NUMBER:

----------------------------------- -----------1 SECTION 179 EXPENSE 1,487.2 SECTION 179 EXPENSE AT-RISK CARRYOVER3 TOTAL SECTION 179 EXPENSE AVAILABLE 1,487.4 LESS: AT-RISK ADJUSTMENT FOR SECTION 179 EXPENSE5 SECTION 179 EXPENSE ALLOWED 1,487.

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT

SUPPLEMENT TO SCHEDULE SE

13

SPOUSE'S NET SELF-EMPLOYMENT INCOME===================================

NET NONFARM PROFIT OR (LOSS)----------------------------MISCELLANEOUS INCOME SUBJECT TO SE TAX 16,000.

TOTAL NET NONFARM PROFIT OR (LOSS), SECTION A, LINE 2 16,000.------------

============

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


STATEMENT 14

FORM 4797 - PART I: SALES OR EXCHANGES OF PROPERTY USED IN A TRADE OR BUSINESS AND INVOLUNTARY

CONVERSIONS FROM OTHER THAN CASUALTY OR THEFTS

===================================================================== =====================================================================

(B) (C) (D)

(A)

DESCRIP. OF PROPERTY

DATE

ACQUIRED

DATE

SOLD

GROSS

SALES PRICE

(E)

DEPRECIATION

ALLOWED

(F)

COST OR OTHER

BASIS PLUS

IMPROVEMENTS &

EXPENSE OF SALE

(G)

LOSS/GAIN

--------------------------------------------------------------------- -------------------------------------

CAMPR II LIMITED -113.

-------------------------------------------------------------------------------------------------

PART I SEC. 1231 GAIN AND LOSS -113.

----------

==========

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


STATEMENT 15

FORM 4797 - PART I: SALES OR EXCHANGES OF PROPERTY USED IN A TRADE OR BUSINESS AND INVOLUNTARY

CONVERSIONS FROM OTHER THAN CASUALTY OR THEFTS - ALT. MINIMUM TAX

===================================================================== =====================================================================

(B) (C) (D)

(A)

DESCRIP. OF PROPERTY

DATE

ACQUIRED

DATE

SOLD

GROSS

SALES PRICE

(E)

DEPRECIATION

ALLOWED

(F)

COST OR OTHER

BASIS PLUS

IMPROVEMENTS &

EXPENSE OF SALE

(G)

LOSS/GAIN

--------------------------------------------------------------------- -------------------------------------------

CAMPR II LIMITED -113.

-------------------------------------------------------------------------------------------------

PART I SEC. 1231 GAIN AND LOSS -113.

----------

==========

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT


16

PASSIVE ACTIVITY LOSS=====================

REGULAR AMT PASSIVEINC./LOSS INC./LOSS ADJUSTMENT

---------- ---------- ----------DESCRIPTION---------------------------------PEPPERTREE SQUARE, LTD 81,227. 80,632. -595.

TOTAL TO FORM 6251, LINE 19 -595.------------

============

PASSIVE ACTIVITY - INCOME AND LOSS DETAIL=========================================

REGULAR AMTINC./LOSS INC./LOSS

---------- ----------ACTIVITY - PEPPERTREE SQUARE, LTD

RENTAL REAL ESTATE INCOME OR LOSS 88,807.LESS: OTHER DEDUCTIONS 7,580.

REGULAR INCOME OR LOSS BEFORE LIMITATIONS 81,227.------------

88,807.PLUS: POST-86 DEPRECIATION ADJUSTMENT -595.LESS: OTHER DEDUCTIONS 7,580.

AMT INCOME OR LOSS BEFORE LIMITATIONS 80,632.------------

ALLOWABLE INCOME OR LOSS 81,227.------------

============80,632.

------------

============

LINE 29 - EXEMPTION WORKSHEET=============================1. $53,600. IF SINGLE OR HEAD OF HOUSEHOLD

$83,400. IF MARRIED FILING JT. OR QUAL. WIDOW(ER)$41,700. IF MARRIED FILING SEPARATELY

83,400.

2. ALTERNATIVE MINIMUM TAXABLE INCOME, LINE 28 336,874.

3. $119,200. IF SINGLE OR HEAD OF HOUSEHOLD$158,900. IF MFJ OR QUAL. WIDOW(ER)$ 79,450. IF MARRIED FILING SEPARATELY

158,900.------------

CONTINUED...

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT


17

LINE 29 - EXEMPTION WORKSHEET (CONT'D)======================================

4. LINE 2 LESS LINE 3 177,974.5. MULTIPLY LINE 4 BY 25% 44,494.

6. EXEMPTION AMOUNT (LINE 1 LESS LINE 5) 38,906.------------

============

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT


18

LINE 42 - WORKSHEET===================1. AMOUNT FROM FORM 6251, LINE 41 289,623.2. LINE 1 MULTIPLIED BY 28% 81,094.3. $3,708 OR $1,854 IF MARRIED FILING SEPARATELY 3,708.

4. TOTAL TO FORM 6251, LINE 42 (LINE 2 LESS LINE 3) 77,386.------------

============

LINE 63 - WORKSHEET===================1. AMOUNT FROM FORM 6251, LINE 36 297,968.2. LINE 1 MULTIPLIED BY 28% 83,431.3. $3,708 OR $1,854 IF MARRIED FILING SEPARATELY 3,708.

4. TOTAL TO FORM 6251, LINE 63 (LINE 2 LESS LINE 3) 79,723.------------

============

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT 19

SUPPLEMENT TO SCHEDULE H

CASH WAGES SUBJECT TO FEDERALSOC. SEC. MEDICARE FUTA INCOME

NAME OF EMPLOYEE TAX TAX TAX TAX W/H-------------------- ---------- ---------- ---------- ----------

ADVANCEEIC

PAYMENTS----------

17,343. 17,343. NONE7,000.

TOTAL 17,343.----------

==========17,343.

----------

==========NONE

----------

==========

----------

==========7,000.

----------

==========

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT


20

DETAIL OF INVESTMENT INTEREST EXPENSE-------------------------------------

PRIOR YEAR----------

CURRENT YEAR------------

DISALLOWEDDESCRIPTION-----------

INV. INT.---------

INV. INT.---------

CAMPR II LIMITED 34,447. 23.

TOTAL INVESTMENT INTEREST EXPENSE 34,447.------------

============23.

------------

============

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT


21

GAIN FROM INVESTMENT PROPERTIES-------------------------------

ORDINARY SHORT TERM LONG TERMGAIN LOSS GAIN LOSS GAIN

------------ ------------ ------------ ------------ ------------CAP. GAIN DIST 4,295.SCHEDULE D 12,318. 138,139.FORM 6781 82. 123.LOSS CARRYOVER 142,557.

TOTAL------------

------------12,318.

------------

------------82.

------------

------------142,557.

------------

------------142,557.

------------

------------

NET GAIN - PROPERTY HELD FOR INVESTMENT - FORM 4952 LINE 4D NONE============

ELECTION TO INCLUDE QUAL.DIV.& NET CAP.GAIN AS INV.INCOME---------------------------------------------------------

GROSS INCOME EXCLUDING QUAL. DIV. - FORM 4952 LINE 4C 32,903.ORDINARY GAIN - PROPERTY HELD FOR INVESTMENT

------------TOTAL INCOME BEFORE CAPITAL GAIN 32,903.

TOTAL INVESTMENT INTEREST EXPENSES - FORM 4952 LN. 3 34,470.INVESTMENT EXPENSES - FORM 4952 LINE 5 12,184.

------------TOTAL EXPENSES 46,654.

------------

EXCESS TOTAL EXPENSES OVER TOTAL INCOME 13,751.

QUALIFIED DIVIDENDS 8,345.

NET LONG-TERM CAPITAL GAIN - INVESTMENT PROPERTY NONENET SHORT-TERM CAPITAL LOSS - INVESTMENT PROPERTY 12,236.

------------NET CAPITAL GAIN NONE

------------

CONTINUED...

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT


22

ELECTION TO INCLUDE QUAL.DIV.& NET CAP.GAIN AS INV.INCOME (CONT'D)------------------------------------------------------------------

NET CAPITAL GAIN YOU MAY ELECT TO REPORT AS ORDINARY NONEQUALIFIED DIVIDENDS YOU MAY ELECT TO INCLUDE IN INV. INC. 8,345.

------------

NET CAPITAL GAIN ELECTED TO BE REPORTED AS ORDINARY NONEQUALIFIED DIVIDENDS ELECTED TO BE INCLUDED IN INV. INC. NONE

------------TOTAL ELECTION TO BE INCLUDED IN INVESTMENT INCOME

- FORM 4952 LINE 4G NONE============

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT


23

DETAIL OF INVESTMENT INCOME MINUS EXPENSES------------------------------------------

1. CHILD'S INCOME FROM FORM 8814 .................2. INTEREST INCOME ...............................2A.LESS: INTEREST RECLASSIFIED AS SELF-CHARGED ..3. DIVIDEND INCOME ...............................4. ANNUITIES .....................................5. ROYALTY INCOME.................................6. K-1 SOURCES INVESTMENT INCOME .................

------------7. GROSS INVESTMENT INCOME .......................8. QUALIFIED DIVIDENDS ...........................

------------9. GROSS INVESTMENT INCOME EXCLUDING QUALIFIED DIV.

10. ORDINARY SECTION 1245, 1250 & 1254 INCOME .....11. NET CAPITAL GAIN FROM INVESTMENT PROPERTY .....12. NET GAIN FROM INVESTMENT PROPERTY .............13. LINE 12 LESS LINE 11 ..........................14. INVESTMENT INCOME ELECTION ....................

------------15. TOTAL INVESTMENT INCOME .......................

16. ROYALTY EXPENSES ..............................17. INVESTMENT EXPENSES ...........................

------------18. TOTAL INVESTMENT EXPENSES .....................

------------19. TOTAL NET INVESTMENT INCOME ...................

262.

2,006.

38,980.

41,248.8,345.

32,903.

NONENONE

NONE

32,903.

12,184.

12,184.

20,719.============

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT


24

DETAIL OF DISALLOWED INVESTMENT INTEREST EXPENSE------------------------------------------------

DISALLOWED TOTALDESCRIPTION-----------

INT. EXP.---------

INT. EXP.---------

CAMPR II LIMITED 34,470.13,751.

TOTALS 34,470.------------

============13,751.

------------

============

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT

SUPPLEMENT TO FORM 4952 - AMT=============================

25

GAIN FROM INVESTMENT PROPERTIES - AMT-------------------------------------

ORDINARY SHORT TERM LONG TERMGAIN LOSS GAIN LOSS GAIN

------------ ------------ ------------ ------------ ------------CAP. GAIN DIST 4,295.SCHEDULE D 12,318. 138,139.FORM 6781 82. 123.LOSS CARRYOVER 142,557.

TOTAL------------

------------12,318.

------------

------------82.

------------

------------142,557.

------------

------------142,557.

------------

------------

NET GAIN - PROPERTY HELD FOR INVESTMENT - FORM 4952 LINE 4D NONE============

ELEC.TO INCLUDE QUAL.DIV.& NET CAP.GAIN AS INV.INC.- AMT--------------------------------------------------------

GROSS INCOME EXCLUDING QUAL. DIV. - FORM 4952 LINE 4C 32,903.ORDINARY GAIN - PROPERTY HELD FOR INVESTMENT

------------TOTAL INCOME BEFORE CAPITAL GAIN 32,903.

TOTAL INVESTMENT INTEREST EXPENSES - FORM 4952 LINE 3 34,447.INVESTMENT EXPENSES - FORM 4952 LINE 5 955.

------------TOTAL EXPENSES 35,402.

------------

EXCESS TOTAL EXPENSES OVER TOTAL INCOME 2,499.

QUALIFIED DIVIDENDS 8,345.

NET LONG-TERM CAPITAL GAIN - INVESTMENT PROPERTY NONENET SHORT-TERM CAPITAL LOSS - INVESTMENT PROPERTY 12,236.

------------NET CAPITAL GAIN NONE

------------

NET CAPITAL GAIN YOU MAY ELECT TO REPORT AS ORDINARY NONEQUALIFIED DIVIDENDS YOU MAY ELECT TO INCLUDE IN INV. INC. 2,499.

------------

NET CAPITAL GAIN ELECTED TO BE REPORTED AS ORDINARY NONE

CONTINUED...

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT


26

ELEC.TO INCLUDE QUAL.DIV.& NET CAP.GAIN AS INV.INC.- AMT (CONT'D)-----------------------------------------------------------------

QUALIFIED DIVIDENDS ELECTED TO BE INCLUDED IN INV. INC. NONE------------

TOTAL ELECTION TO BE INCLUDED IN INVESTMENT INCOME- FORM 4952 AMT LINE 4G NONE

============

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT


27

DETAIL OF INVESTMENT INCOME MINUS EXPENSES FOR ALT. MIN. TAX------------------------------------------------------------

1. CHILD'S INCOME FROM FORM 8814 .................2. INTEREST INCOME ...............................2A.LESS: INTEREST RECLASSIFIED AS SELF-CHARGED3. PRIVATE ACTIVITY BONDS ........................4. DIVIDEND INCOME ...............................5. ANNUITIES .....................................6. ROYALTY INCOME ................................7. K-1 SOURCES INVESTMENT INCOME .................

------------8. GROSS INVESTMENT INCOME .......................9. QUALIFIED DIVIDENDS ...........................

------------10. GROSS INVESTMENT INCOME EXCLUDING QUALIFIED DIV

11. ORDINARY SECTION 1245, 1250, & 1254 INCOME ....12. NET CAPITAL GAIN FROM INVESTMENT PROPERTY .....13. NET GAIN FROM INVESTMENT PROPERTY .............14. LINE 13 LESS LINE 12 ..........................15. INVESTMENT INCOME ELECTION

------------16. TOTAL INVESTMENT INCOME .......................

17. ROYALTY EXPENSES ..............................18. INVESTMENT EXPENSES ...........................19. PRIVATE ACTIVITY BONDS ........................

------------20. TOTAL INVESTMENT EXPENSES .....................

------------21. TOTAL NET INVESTMENT INCOME ...................

262.

2,006.

41,248.

38,980.

8,345.

32,903.

NONENONENONE

NONENONE

32,903.

955.

955.

31,948.============

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


============================================================================

STATEMENT 28

SUPPLEMENT TO FORM 8960

PART I INVESTMENT INCOMELINE 4B ADJUSTMENT FOR NET INCOME OR LOSS DERIVED IN THE ORDINARYCOURSE OF A NON-SECTION 1411 TRADE OR BUSINESS----------------------------------------------------------------------

ACTIVITY NAME AMOUNT------------------------------------------ ------------CAMPR II LIMITED NONE

SUBTOTAL K-1 PARTNERS AND SHAREHOLDERS NONE------------

------------

TOTAL TO FORM 8960, LINE 4B NONE------------

============

SV2020 U468 10/12/2016 10:04:27 V15-7.1F


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STATEMENT


PART II INVESTMENT EXPENSES ALLOCABLE TO INVESTMENT INCOME ANDMODIFICATIONSLINE 9A INVESTMENT INTEREST EXPENSES----------------------------------------------------------------------

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1. SCHEDULE A (FORM 1040), LINE 14 20,719.2. ADJUSTMENT FROM ORGANIZER3. TOTAL. ADD LINE 1 AND LINE 2 20,719.

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STATEMENT


PART II INVESTMENT EXPENSES ALLOCABLE TO INVESTMENT INCOME ANDMODIFICATIONSLINE 9C MISCELLANEOUS INVESTMENT EXPENSES----------------------------------------------------------------------

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1. AMOUNT OF MISCELLANEOUSITEMIZED DEDUCTIONS BEFORETHE APPLICATION OF SECTION67 LIMITATION 16,727.

2. AMOUNT OF ALL MISCELLANEOUSITEMIZED DEDUCTIONS AFTER THEAPPLICATION OF SECTION 67LIMITATION (SCHEDULE A(FORM 1040), LINE 27) 11,229.

3. SMALLER OF LINE 1 OR LINE 2 11,229.4. DIVIDE LINE 2 BY LINE 1 0.671309865. FORM 4952 LINE 5 RECALCULATED FOR

NII BEFORE SECTION 67 LIMITATION 16,727.6. MULTIPLY LINE 4 TIMES LINE 5 11,229.7. FORM 4952 LINE 5 RECALCULATED FOR

NII AFTER APPLICATION OF SECTION 67LIMITATION AND SUBJECT TO THESECTION 68 LIMITATION 11,229.

8. TOTAL DEDUCTIONS PROPERLY ALLOCABLETO INVESTMENT INCOME SUBJECT TOTHE SECTION 68 LIMITATION 11,229.

9. ITEMIZED DEDUCTION LIMITATION FOR NII 28,308.10. SMALLER OF LINE 8 OR LINE 9 11,229.11. DIVIDE LINE 10 BY LINE 8 1.0000000012. MULTIPLY LINE 7 TIMES LINE 11 11,229.13. ADJUSTMENT FROM ORGANIZER14. MISCELLANEOUS INVESTMENT EXPENSES

FOR NII AFTER APPLICATION OFSECTION 67 AND SECTION 68LIMITATIONS. ADD LINE 12 ANDLINE 13 11,229.

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STATEMENT


PART III TAX COMPUTATIONLINE 13 MODIFIED ADJUSTED GROSS INCOME----------------------------------------------------------------------

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1. ENTER YOUR ADJUSTED GROSS INCOME 377,151.2. FOREIGN EARNED INCOME EXCLUSION:

(A) ENTER YOUR FOREIGN EARNED INCOMEEXCLUSION (FROM LINE 42 OF FORM 2555)

(B) ENTER THE DEDUCTIONS REPORTED ONLINE 44 OF FORM 2555 ALLOCABLETO YOUR FOREIGN EARNED INCOMEEXCLUSION

(C) COMBINE LINES 2(A) AND 2(B)3. ADJUSTMENTS FOR CERTAIN CFCS

AND CERTAIN PFICS4. ENTER THE SUM OF LINE 1, LINE 2(C),

AND LINE 3. (ENTER THIS AMOUNT ONFORM 8960, LINE 13.) 377,151.

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STATEMENT 32

SUPPLEMENT TO FORM 8582-CR

TAX ATTRIBUTABLE TO PASSIVE INCOME - LINE 6-------------------------------------------TOTAL TAX LIABILITY 79,272.TAXABLE INCOME INCLUDING PASSIVE INCOME 318,924.LESS: NET PASSIVE INCOME FROM FORM 8582 91,329.PLUS: LOSSES FROM DISPOSITIONINCOME WITHOUT PASSIVE INCOME 227,595.LESS: TAX ON NON-PASSIVE INCOME 49,694.

TAX ATTRIBUTABLE TO PASSIVE INCOME, LINE 6 29,578.------------

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STATEMENT

SUPPLEMENT TO FORM 2106 - EMPLOYEE BUSINESS EXPENSES===========================================================================

NAME: ROBERT F O'ROURKEOCCUPATION: MEMB OF US CONGRESS

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BUSINESS EXPENSES-----------------

AMOUNT------------

TREAS REG 5E.274-8 TRAVEL EXPENSES 3,000.

TOTAL BUSINESS EXPENSES TO FORM 2106, LINE 4 3,000.------------

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1040 u.s. individual income tax return À¾µ¹ · 2019-11-13 · 1040 department of the treasury...

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