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Doli5597 21i FC

Form 8879 is the IRS e-file Signature Authorization for taxpayers Anthony P. Dolim and Mui S. Dolim for the tax year ending December 31, 2021, detailing their adjusted gross income, total tax, and amounts owed or refunded. The document includes taxpayer declarations, signature authorizations, and information about electronic filing and payment options. Additionally, Form 9325 acknowledges the electronic filing of their tax return and provides guidance on refund inquiries and payment processes.

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boladekolins58
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0% found this document useful (0 votes)
250 views69 pages

Doli5597 21i FC

Form 8879 is the IRS e-file Signature Authorization for taxpayers Anthony P. Dolim and Mui S. Dolim for the tax year ending December 31, 2021, detailing their adjusted gross income, total tax, and amounts owed or refunded. The document includes taxpayer declarations, signature authorizations, and information about electronic filing and payment options. Additionally, Form 9325 acknowledges the electronic filing of their tax return and provides guidance on refund inquiries and payment processes.

Uploaded by

boladekolins58
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Form 8879 IRS e-file Signature Authorization

(Rev. January 2021) OMB No. 1545-0074


a
ERO must obtain and retain completed Form 8879.
Department of the Treasury
a Go to www.irs.gov/Form8879 for the latest information.
Internal Revenue Service

F
Submission Identification Number (SID) 956508202229006xddjk
Taxpayer’s name Social security number

ANTHONY P DOLIM 527-75-5597


Spouse’s name Spouse’s social security number
MUI S DOLIM 586-26-1555
Part I Tax Return Information — Tax Year Ending December 31, 2021 (Enter year you are authorizing.)
Enter whole dollars only on lines 1 through 5.
Note: Form 1040-SS filers use line 4 only. Leave lines 1, 2, 3, and 5 blank.
1 Adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . 1 504,273.
2 Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 117,382.
3 Federal income tax withheld from Form(s) W-2 and Form(s) 1099 . . . . . . . . . . . . . 3 106,178.
4 Amount you want refunded to you . . . . . . . . . . . . . . . . . . . . . . 4
5 Amount you owe . . . . . . . . . . . . . . . . . . . . . . .
11,204.. . . . . 5
Part II Taxpayer Declaration and Signature Authorization (Be sure you get and keep a copy of your return)
Under penalties of perjury, I declare that I have examined a copy of the income tax return (original or amended) I am now authorizing, and to the best of
my knowledge and belief, it is true, correct, and complete. I further declare that the amounts in Part I above are the amounts from the income tax
return (original or amended) I am now authorizing. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO)
to send my return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason
for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial
Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for
payment of my federal taxes owed on this return and/or a payment of estimated tax, and the financial institution to debit the entry to this account. This
authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the authorization. To revoke (cancel) a
payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537. Payment cancellation requests must be received no later than 2
business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of
taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I further acknowledge that the
personal identification number (PIN) below is my signature for the income tax return (original or amended) I am now authorizing and, if applicable, my
Electronic Funds Withdrawal Consent.
Taxpayer’s PIN: check one box only
5 5 5 9 7
I authorize JACK W H TAM ACCOUNTANCY CORP to enter or generate my PIN as my
Enter five digits, but
ERO firm name don’t enter all zeros
signature on the income tax return (original or amended) I am now authorizing.
I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only
if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III
below.
Your signature a Date a

Spouse’s PIN: check one box only


I authorize JACK W H TAM ACCOUNTANCY CORP to enter or generate my PIN 6 1 5 5 5 as my
ERO firm name Enter five digits, but
signature on the income tax return (original or amended) I am now authorizing. don’t enter all zeros

I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only
if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III
below.

Spouse’s signature a Date a


Practitioner PIN Method Returns Only—continue below
Part III Certification and Authentication — Practitioner PIN Method Only
ERO’s EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN. 9 5 6 5 0 8 9 1 7 7 6
Don’t enter all zeros

I certify that the above numeric entry is my PIN, which is my signature for the electronic individual income tax return (original or amended) I am now
authorized to file for tax year indicated above for the taxpayer(s) indicated above. I confirm that I am submitting this return in accordance with the
requirements of the Practitioner PIN method and Pub. 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.

ERO’s signature a Date a


ERO Must Retain This Form — See Instructions
Don’t Submit This Form to the IRS Unless Requested To Do So
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 09/09/22 PRO Form 8879 (Rev. 01-2021)
Department of the Treasury - Internal Revenue Service
Form 9325 Acknowledgement and General Information for
(January 2017)
Taxpayers Who File Returns Electronically
Thank you for participating in IRS e-file.
527-75-5597
Taxpayer name ANTHONY P & MUI S DOLIM

Taxpayer address (optional)


1640 HAYNES LN
REDONDO BEACHCA90278

1. Your federal income tax return for 2021 was filed electronically with the Fresno
Submission Processing Center. The electronic filing services were provided by JACK W H TAM ACCOUNTANCY CORP .

2. Your return was accepted on 10/17/2022 using a Personal Identification Number (PIN) as your electronic
signature. You entered a PIN or authorized the Electronic Return Originator (ERO) to enter or generate a PIN
for you. The Submission ID assigned to your return is 956508202229006xddjk .

3. Your return was accepted on Allow 4 to 6 weeks for the processing of your return.
The Earned Income Credit or a dependent's exemption on your return may be reduced or disallowed due to a
child's name and social security number mismatch.

4. Your electronic funds withdrawal payment request was accepted for processing.

5. Your electronic funds withdrawal payment request was not accepted for processing. Refer to the "If You Owe
Tax" section.

6. Your Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return, was
accepted on . The Submission ID assigned to your extension
is .

DO NOT SEND A PAPER COPY OF YOUR RETURN TO THE IRS.


IF YOU DO, IT WILL DELAY THE PROCESSING OF THE RETURN.

If You Need to Make a Change to Your Return


If you need to make a change or correct the return you filed electronically, you should send a Form 1040X, Amended U.S.
Individual Income Tax Return, to the IRS Submission Processing Center that processes paper returns for your area. The
address is available at www.irs.gov, or you can call the IRS toll-free at 1-800-829-1040.

If You Need to Ask About Your Refund


The IRS notifies your Electronic Return Originator (ERO) when your return is accepted, usually within 48 hours. If your
return was not accepted, the IRS notifies your ERO of the reasons for rejection. If it has been more than three weeks
since the IRS accepted your return and you have not received your refund, go to www.irs.gov and click on "Where's My
Refund?" to view your refund status. Exception: If box 3 above is checked, allow 4 to 6 weeks for processing of your
return. A notice will be sent to you advising of changes to your return.

Also, you can call the TeleTax line at 1-800-829-4477, for automated refund information. You should have available the
first social security number shown on your return, your filing status, and the exact amount of the refund you expect.
TeleTax gives you the date for mailing or depositing your refund. You should receive your refund check within 30 days of
the date given by TeleTax, or within one week of that date, if you chose direct deposit. If you do not receive it by then, or if
TeleTax does not give your refund information, call the Refund Hotline at 1-800-829-1954.
BAA REV 09/09/22 PRO Form 9325 (Rev. 1-2017)
The IRS uses refunds to cover overdue taxes and notifies you when this occurs. The Fiscal Service offsets refunds
through the Treasury Offset Program to cover past due child support, federal agency non-tax debts such as student loans
and state income tax obligations. Fiscal Service sends you an offset notice if it applies your refund or part of your refund
to non-tax debts. If you have questions about the offset, contact the agency identified in the notice. You may also call the
Treasury Offset Program Call Center at 1-800-304-3107, if you have additional questions.

If You Owe Tax


If your return has a balance due, you must pay the amount you owe by the prescribed due date. If you paid by electronic
funds withdrawal (direct debit) or by credit card, no voucher is needed. The credit card service providers will charge a
convenience fee based on the amount of taxes you are paying. The fees and the type of credit or debit cards accepted
may vary between providers. You will be told the amount of the fee during the transaction and you will be given the option
to either continue or end the transaction. For information on paying your taxes electronically, including by credit or debit
card, go to www.irs.gov/e-pay.

If you are not paying electronically you may use Form 1040-V, Payment Voucher, which you can obtain from your
Electronic Return Originator. If the IRS does not receive your payment by the prescribed due date, you will receive a
notice that requests full payment of the tax due, plus penalties and interest. If you can not pay the amount in full, complete
Form 9465, Installment Agreement Request, which you may file electronically. To apply for an installment agreement
online, go to www.irs.gov. You may also order Form 9465 by calling 1-800-TAX-FORM (1-800-829-3676). If approved, the
IRS charges a user fee to set up an installment agreement.

If You Need to Inquire About Your Electronic Funds Withdrawal Payment


You may call 1-888-353-4537 to inquire about the status of your electronic funds withdrawal payment. If there is a change
to the bank account information included on your return, you should call this number to cancel a scheduled payment. You
should have available the social security number of the first person listed on the tax return, the payment amount, and the
bank account number. Cancellation requests must be received no later than 11:59 p.m. E.T. two business days prior to
the scheduled payment date.

Tax Refund Related Financial Products

Financial institutions offer a variety of financial products to taxpayers based on their refunds. Contracts for financial
products are between you and the financial institution. The IRS is not associated with the contract. If you have questions
about tax refund related products, contact your Electronic Return Originator or the lender.

Catalog Number 12901K BAA www.irs.gov REV 09/09/22 PRO Form 9325 (Rev. 1-2017)
1040 U.S. Individual Income Tax Return 2021 (99)
Form Department of the Treasury—Internal Revenue Service

OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space.

Filing Status Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW)
Check only If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QW box, enter the child’s name if the qualifying
one box.
person is a child but not your dependent a
Your first name and middle initial Last name Your social security number
ANTHONY P DOLIM 527-75-5597
If joint return, spouse’s first name and middle initial Last name Spouse’s social security number
MUI S DOLIM 586-26-1555
Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
1640 HAYNES LN Check here if you, or your
spouse if filing jointly, want $3
City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code
to go to this fund. Checking a
REDONDO BEACH CA 90278 box below will not change
Foreign country name Foreign province/state/county Foreign postal code your tax or refund.
You Spouse

At any time during 2021, did you receive, sell, exchange, or otherwise dispose of any financial interest in any virtual currency? Yes No

Standard Someone can claim: You as a dependent Your spouse as a dependent


Deduction Spouse itemizes on a separate return or you were a dual-status alien

Age/Blindness You: Were born before January 2, 1957 Are blind Spouse: Was born before January 2, 1957 Is blind
Dependents (see instructions): (2) Social security (3) Relationship (4)  if qualifies for (see instructions):
(1) First name Last name number to you Child tax credit Credit for other dependents
If more
than four SEAN H DOLIM 605-45-6088 Son
dependents,
see instructions
ISABELLA S DOLIM 605-45-7271 Daughter
and check
here a
1 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . 1 513,090.
Attach 2a Tax-exempt interest . . . 2a 2b 2,060.
b Taxable interest . . . . .
Sch. B if
required.
3a Qualified dividends . . . 3a 222. b Ordinary dividends . . . . . 3b 222.
4a IRA distributions . . . . 4a b Taxable amount . . . . . . 4b
5a Pensions and annuities . . 5a 210,000. b Taxable amount . . . ROLLOVER
. . . 5b 0.
Standard 6a Social security benefits . . 6a b Taxable amount . . . . . . 6b
Deduction for—
7 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . a 7 0.
• Single or
Married filing 8 Other income from Schedule 1, line 10 . . . . . . . . . . . . . . . . . . 8 -11,099.
separately,
$12,550 9 Add lines 1, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . a 9 504,273.
• Married filing 10 Adjustments to income from Schedule 1, line 26 . . . . . . . . . . . . . . . 10
jointly or
11 Subtract line 10 from line 9. This is your adjusted gross income . . . . . . . . . a 11 504,273.
Qualifying
widow(er),
$25,100
12a Standard deduction or itemized deductions (from Schedule A) . . 12a 36,287.
• Head of b Charitable contributions if you take the standard deduction (see instructions) 12b
household,
$18,800 c Add lines 12a and 12b . . . . . . . . . . . . . . . . . . . . . . . 12c 36,287.
• If you checked 13 Qualified business income deduction from Form 8995 or Form 8995-A . . . . . . . . . 13 0.
any box under
Standard 14 Add lines 12c and 13 . . . . . . . . . . . . . . . . . . . . . . . 14 36,287.
Deduction,
see instructions.
15 Taxable income. Subtract line 14 from line 11. If zero or less, enter -0- . . . . . . . . . 15 467,986.

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2021)
Form 1040 (2021) Page 2
16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 . . 16 112,839.
17 Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . 17 0.
18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . 18 112,839.
19 Nonrefundable child tax credit or credit for other dependents from Schedule 8812 . . . . . 19
20 Amount from Schedule 3, line 8 . . . . . . . . . . . . . . . . . . . . 20
21 Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . 21
22 Subtract line 21 from line 18. If zero or less, enter -0- . . . . . . . . . . . . . . 22 112,839.
23 Other taxes, including self-employment tax, from Schedule 2, line 21 . . . . . . . . . 23 4,543.
24 Add lines 22 and 23. This is your total tax . . . . . . . . . . . . . . . . a 24 117,382.
25 Federal income tax withheld from:
a Form(s) W-2 . . . . . . . . . . . . . . . . . . 25a 103,185.
b Form(s) 1099 . . . . . . . . . . . . . . . . . . 25b
c Other forms (see instructions) . . . . . . . . . . . . . 25c 2,993.
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . 25d 106,178.
26 2021 estimated tax payments and amount applied from 2020 return . . . . . . . . . . 26
If you have a
qualifying child, 27a Earned income credit (EIC) . . . . . . . . . . . . . .
No 27a
attach Sch. EIC.
Check here if you were born after January 1, 1998, and before
January 2, 2004, and you satisfy all the other requirements for
taxpayers who are at least age 18, to claim the EIC. See instructions a
b Nontaxable combat pay election . . . . 27b
c Prior year (2019) earned income . . . . 27c
28 Refundable child tax credit or additional child tax credit from Schedule 8812 28
29 American opportunity credit from Form 8863, line 8 . . . . . . . 29
30 Recovery rebate credit. See instructions . . . . . . . . . . 30
31 Amount from Schedule 3, line 15 . . . . . . . . . . . . 31
32 Add lines 27a and 28 through 31. These are your total other payments and refundable credits a 32
33 Add lines 25d, 26, and 32. These are your total payments . . . . . . . . . . . a 33 106,178.
34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid . . 34
Refund
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . a 35a
Direct deposit? ab Routing number X X X X X X X X X a c Type: Checking Savings
See instructions. ad Account number X X X X X X X X X X X X X X X X X
36 Amount of line 34 you want applied to your 2022 estimated tax . . a 36
Amount 37 Amount you owe. Subtract line 33 from line 24. For details on how to pay, see instructions . a 37 11,204.
You Owe 38 Estimated tax penalty (see instructions) . . . . . . . . . a 38
Third Party Do you want to allow another person to discuss this return with the IRS? See
Designee instructions . . . . . . . . . . . . . . . . . . . . a Yes. Complete below. No
Designee’s Phone Personal identification
name a no. a number (PIN) a
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and
Sign belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here Your signature Date Your occupation If the IRS sent you an Identity
Protection PIN, enter it here
F

Joint return? SRVP FINANCE/R.E.BROKER (see inst.) a


See instructions. Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent your spouse an
Keep a copy for Identity Protection PIN, enter it here
your records. (see inst.) a
HOMEMAKER
Phone no. Email address
Preparer’s name Preparer’s signature Date PTIN Check if:
Paid JACK TAM JACK TAM 10/06/2023 P01495577 Self-employed
Preparer
Firm’s name a JACK W H TAM ACCOUNTANCY CORP Phone no. (626)287-7688
Use Only 117 E LAS TUNAS DR SAN GABRIEL CA 91776
Firm’s address a Firm’s EIN a 95-3894762
Go to www.irs.gov/Form1040 for instructions and the latest information. BAA REV 09/09/22 PRO Form 1040 (2021)
SCHEDULE 1 OMB No. 1545-0074
Additional Income and Adjustments to Income
(Form 1040)
Department of the Treasury
a Attach to Form 1040, 1040-SR, or 1040-NR. 2021
Attachment
Internal Revenue Service a Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 01
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number
ANTHONY P & MUI S DOLIM 527-75-5597
Part I Additional Income
1 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . 1 0.
2a Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a
b Date of original divorce or separation agreement (see instructions) a
3 Business income or (loss). Attach Schedule C . . . . . . . . . . . . . . . 3 242.
4 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . . . . 4
5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach
Schedule E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 -11,341.
6 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . . . . 6
7 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . 7
8 Other income:
a Net operating loss . . . . . . . . . . . . . . . . . . 8a ( )
b Gambling income . . . . . . . . . . . . . . . . . . . 8b
c Cancellation of debt . . . . . . . . . . . . . . . . . . 8c
d Foreign earned income exclusion from Form 2555 . . . . . 8d ( )
e Taxable Health Savings Account distribution . . . . . . . . 8e
f Alaska Permanent Fund dividends . . . . . . . . . . . . 8f
g Jury duty pay . . . . . . . . . . . . . . . . . . . . 8g
h Prizes and awards . . . . . . . . . . . . . . . . . . 8h
i Activity not engaged in for profit income . . . . . . . . . 8i
j Stock options . . . . . . . . . . . . . . . . . . . . 8j
k Income from the rental of personal property if you engaged in
the rental for profit but were not in the business of renting such
property . . . . . . . . . . . . . . . . . . . . . . 8k
l Olympic and Paralympic medals and USOC prize money (see
instructions) . . . . . . . . . . . . . . . . . . . . . 8l
m Section 951(a) inclusion (see instructions) . . . . . . . . . 8m
n Section 951A(a) inclusion (see instructions) . . . . . . . . 8n
o Section 461(l) excess business loss adjustment . . . . . . . 8o
p Taxable distributions from an ABLE account (see instructions) . 8p
z Other income. List type and amount a
8z
9 Total other income. Add lines 8a through 8z . . . . . . . . . . . . . . . . 9
10 Combine lines 1 through 7 and 9. Enter here and on Form 1040, 1040-SR, or
1040-NR, line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 -11,099.
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 1 (Form 1040) 2021
Schedule 1 (Form 1040) 2021 Page 2

Part II Adjustments to Income


11 Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Certain business expenses of reservists, performing artists, and fee-basis government
officials. Attach Form 2106 . . . . . . . . . . . . . . . . . . . . . . . 12
13 Health savings account deduction. Attach Form 8889 . . . . . . . . . . . . 13
14 Moving expenses for members of the Armed Forces. Attach Form 3903 . . . . . 14
15 Deductible part of self-employment tax. Attach Schedule SE . . . . . . . . . 15
16 Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . 16
17 Self-employed health insurance deduction . . . . . . . . . . . . . . . . . 17
18 Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . 18
19a Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19a
b Recipient’s SSN . . . . . . . . . . . . . . . . . . . . a
c Date of original divorce or separation agreement (see instructions) a
20 IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
21 Student loan interest deduction . . . . . . . . . . . . . . . . . . . . . 21
22 Reserved for future use . . . . . . . . . . . . . . . . . . . . . . . . 22
23 Archer MSA deduction . . . . . . . . . . . . . . . . . . . . . . . . . 23
24 Other adjustments:
a Jury duty pay (see instructions) . . . . . . . . . . . . . 24a
b Deductible expenses related to income reported on line 8k from
the rental of personal property engaged in for profit . . . . . 24b
c Nontaxable amount of the value of Olympic and Paralympic
medals and USOC prize money reported on line 8l . . . . . 24c
d Reforestation amortization and expenses . . . . . . . . . 24d
e Repayment of supplemental unemployment benefits under the
Trade Act of 1974 . . . . . . . . . . . . . . . . . . . 24e
f Contributions to section 501(c)(18)(D) pension plans . . . . . 24f
g Contributions by certain chaplains to section 403(b) plans . . 24g
h Attorney fees and court costs for actions involving certain
unlawful discrimination claims (see instructions) . . . . . . 24h
i Attorney fees and court costs you paid in connection with an
award from the IRS for information you provided that helped the
IRS detect tax law violations . . . . . . . . . . . . . . 24i
j Housing deduction from Form 2555 . . . . . . . . . . . 24j
k Excess deductions of section 67(e) expenses from Schedule K-1
(Form 1041) . . . . . . . . . . . . . . . . . . . . . 24k
z Other adjustments. List type and amount a
24z
25 Total other adjustments. Add lines 24a through 24z . . . . . . . . . . . . . 25
26 Add lines 11 through 23 and 25. These are your adjustments to income. Enter
here and on Form 1040 or 1040-SR, line 10, or Form 1040-NR, line 10a . . . . . 26
BAA REV 09/09/22 PRO Schedule 1 (Form 1040) 2021
SCHEDULE 2 OMB No. 1545-0074
Additional Taxes
(Form 1040)
Department of the Treasury
a Attach to Form 1040, 1040-SR, or 1040-NR. 2021
Attachment
Internal Revenue Service a Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 02
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number
ANTHONY P & MUI S DOLIM 527-75-5597
Part I Tax
1 Alternative minimum tax. Attach Form 6251 . . . . . . . . . . . . . . . . 1
2 Excess advance premium tax credit repayment. Attach Form 8962 . . . . . . . 2
3 Add lines 1 and 2. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 17 . . 3
Part II Other Taxes
4 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . 4
5 Social security and Medicare tax on unreported tip income.
Attach Form 4137 . . . . . . . . . . . . . . . . . . 5
6 Uncollected social security and Medicare tax on wages. Attach
Form 8919 . . . . . . . . . . . . . . . . . . . . . 6
7 Total additional social security and Medicare tax. Add lines 5 and 6 . . . . . . 7
8 Additional tax on IRAs or other tax-favored accounts. Attach Form 5329 if required 8
9 Household employment taxes. Attach Schedule H . . . . . . . . . . . . . 9
10 Repayment of first-time homebuyer credit. Attach Form 5405 if required . . . . . 10
11 Additional Medicare Tax. Attach Form 8959 . . . . . . . . . . . . . . . . 11 2,543.
12 Net investment income tax. Attach Form 8960 . . . . . . . . . . . . . . . 12
13 Uncollected social security and Medicare or RRTA tax on tips or group-term life
insurance from Form W-2, box 12 . . . . . . . . . . . . . . . . . . . . 13
14 Interest on tax due on installment income from the sale of certain residential lots
and timeshares . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
15 Interest on the deferred tax on gain from certain installment sales with a sales price
over $150,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
16 Recapture of low-income housing credit. Attach Form 8611 . . . . . . . . . . 16
(continued on page 2)
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 2 (Form 1040) 2021
Schedule 2 (Form 1040) 2021 Page 2

Part II Other Taxes (continued)


17 Other additional taxes:
a Recapture of other credits. List type, form number, and
amount a 17a
b Recapture of federal mortgage subsidy. If you sold your home in
2021, see instructions . . . . . . . . . . . . . . . . . 17b
c Additional tax on HSA distributions. Attach Form 8889 . . . . 17c
d Additional tax on an HSA because you didn’t remain an eligible
individual. Attach Form 8889 . . . . . . . . . . . . . . 17d
e Additional tax on Archer MSA distributions. Attach Form 8853 . 17e
f Additional tax on Medicare Advantage MSA distributions. Attach
Form 8853 . . . . . . . . . . . . . . . . . . . . . 17f
g Recapture of a charitable contribution deduction related to a
fractional interest in tangible personal property . . . . . . . 17g
h Income you received from a nonqualified deferred compensation
plan that fails to meet the requirements of section 409A . . . 17h
i Compensation you received from a nonqualified deferred
compensation plan described in section 457A . . . . . . . 17i
j Section 72(m)(5) excess benefits tax . . . . . . . . . . . 17j
k Golden parachute payments . . . . . . . . . . . . . . 17k
l Tax on accumulation distribution of trusts . . . . . . . . . 17l
m Excise tax on insider stock compensation from an expatriated
corporation . . . . . . . . . . . . . . . . . . . . . 17m
n Look-back interest under section 167(g) or 460(b) from Form
8697 or 8866 . . . . . . . . . . . . . . . . . . . . 17n
o Tax on non-effectively connected income for any part of the
year you were a nonresident alien from Form 1040-NR . . . . 17o
p Any interest from Form 8621, line 16f, relating to distributions
from, and dispositions of, stock of a section 1291 fund . . . . 17p
q Any interest from Form 8621, line 24 . . . . . . . . . . . 17q
z Any other taxes. List type and amount a
17z
18 Total additional taxes. Add lines 17a through 17z . . . . . . . . . . . . . . 18
19 Additional tax from Schedule 8812 . . . . . . . . . . . . . . . . . . . . 19 2,000.
20 Section 965 net tax liability installment from Form 965-A . . . 20
21 Add lines 4, 7 through 16, 18, and 19. These are your total other taxes. Enter here
and on Form 1040 or 1040-SR, line 23, or Form 1040-NR, line 23b . . . . . . . 21 4,543.
BAA REV 09/09/22 PRO Schedule 2 (Form 1040) 2021
SCHEDULE A Itemized Deductions OMB No. 1545-0074
(Form 1040)
Department of the Treasury
a Go to www.irs.gov/ScheduleA for instructions and the latest information.
a Attach to Form 1040 or 1040-SR. 2021
Attachment
Internal Revenue Service (99) Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16. Sequence No. 07
Name(s) shown on Form 1040 or 1040-SR Your social security number
ANTHONY P & MUI S DOLIM 527-75-5597
Medical Caution: Do not include expenses reimbursed or paid by others.
and 1 Medical and dental expenses (see instructions) . . . . . . . 1
Dental 2 Enter amount from Form 1040 or 1040-SR, line 11 2
Expenses 3 Multiply line 2 by 7.5% (0.075) . . . . . . . . . . . . . 3
4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- . . . . . . . . . 4
Taxes You 5 State and local taxes.
Paid a State and local income taxes or general sales taxes. You may include
either income taxes or general sales taxes on line 5a, but not both. If
you elect to include general sales taxes instead of income taxes,
check this box . . . . . . . . . . . . . . . . . a 5a 46,117.
b State and local real estate taxes (see instructions) . . . . . . . 5b 14,936.
c State and local personal property taxes . . . . . . . . . . 5c 955.
d Add lines 5a through 5c . . . . . . . . . . . . . . . 5d 62,008.
e Enter the smaller of line 5d or $10,000 ($5,000 if married filing
separately) . . . . . . . . . . . . . . . . . . . 5e 10,000.
6 Other taxes. List type and amount a
6
7 Add lines 5e and 6 . . . . . . . . . . . . . . . . . . . . . . . 7 10,000.
Interest 8 Home mortgage interest and points. If you didn’t use all of your home
You Paid mortgage loan(s) to buy, build, or improve your home, see
Caution: Your instructions and check this box . . . . . . . . . . . a
mortgage interest
deduction may be a Home mortgage interest and points reported to you on Form 1098.
limited (see See instructions if limited . . . . . . . . . . . . . . 8a 22,062.
instructions).
b Home mortgage interest not reported to you on Form 1098. See
instructions if limited. If paid to the person from whom you bought the
home, see instructions and show that person’s name, identifying no.,
and address . . . . . . . . . . . . . . . . . . .
a
8b
c Points not reported to you on Form 1098. See instructions for special
rules . . . . . . . . . . . . . . . . . . . . . 8c
d Mortgage insurance premiums (see instructions) . . . . . . . 8d
e Add lines 8a through 8d . . . . . . . . . . . . . . . 8e 22,062.
9 Investment interest. Attach Form 4952 if required. See instructions . 9
10 Add lines 8e and 9 . . . . . . . . . . . . . . . . . . . . . . . 10 22,062.
Gifts to 11 Gifts by cash or check. If you made any gift of $250 or more, see
Charity instructions . . . . . . . . . . . . . . . . . . . 11 4,225.
Caution: If you 12 Other than by cash or check. If you made any gift of $250 or more,
made a gift and
got a benefit for it, see instructions. You must attach Form 8283 if over $500 . . . . 12
see instructions. 13 Carryover from prior year . . . . . . . . . . . . . . 13
14 Add lines 11 through 13 . . . . . . . . . . . . . . . . . . . . . . 14 4,225.
Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified
Theft Losses disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See
instructions . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Other 16 Other—from list in instructions. List type and amount a
Itemized
Deductions 16
Total 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on
Itemized Form 1040 or 1040-SR, line 12a . . . . . . . . . . . . . . . . . . . 17 36,287.
Deductions 18 If you elect to itemize deductions even though they are less than your standard deduction,
check this box . . . . . . . . . . . . . . . . . . . . . . . . a

For Paperwork Reduction Act Notice, see the Instructions for Forms 1040 and 1040-SR. BAA REV 09/09/22 PRO Schedule A (Form 1040) 2021
SCHEDULE B OMB No. 1545-0074
Interest and Ordinary Dividends
2021
(Form 1040)
a Go to www.irs.gov/ScheduleB for instructions and the latest information.
Department of the Treasury a Attach to Form 1040 or 1040-SR.
Attachment
Internal Revenue Service (99) Sequence No. 08
Name(s) shown on return Your social security number
ANTHONY P & MUI S DOLIM 527-75-5597
Part I 1 List name of payer. If any interest is from a seller-financed mortgage and the Amount
buyer used the property as a personal residence, see the instructions and list this
Interest interest first. Also, show that buyer’s social security number and address a
(See instructions
AMEX 43.
and the CHASE 2,017.
Instructions for
Form 1040, line
2b.)

Note: If you 1
received a Form
1099-INT, Form
1099-OID, or
substitute
statement from
a brokerage firm,
list the firm’s
name as the
payer and enter
the total interest
shown on that
form.
2 Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . 2 2,060.
3 Excludable interest on series EE and I U.S. savings bonds issued after 1989.
Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . 3
4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR,
line 2b . . . . . . . . . . . . . . . . . . . . . . . . a 4 2,060.
Note: If line 4 is over $1,500, you must complete Part III. Amount
Part II 5 List name of payer a CHARLES SCHWAB 222.

Ordinary
Dividends
(See instructions
and the
Instructions for
Form 1040, line
3b.) 5
Note: If you
received a Form
1099-DIV or
substitute
statement from
a brokerage firm,
list the firm’s
name as the
payer and enter
the ordinary
dividends shown
on that form.
6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR,
line 3b . . . . . . . . . . . . . . . . . . . . . . . . a 6 222.
Note: If line 6 is over $1,500, you must complete Part III.
Part III You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a
Yes No
foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust.
Foreign 7a At any time during 2021, did you have a financial interest in or signature authority over a financial
Accounts account (such as a bank account, securities account, or brokerage account) located in a foreign
and Trusts country? See instructions . . . . . . . . . . . . . . . . . . . . . . . .
Caution: If If “Yes,” are you required to file FinCEN Form 114, Report of Foreign Bank and Financial
required, failure Accounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114
to file FinCEN and its instructions for filing requirements and exceptions to those requirements . . . . . .
Form 114 may
result in
b If you are required to file FinCEN Form 114, enter the name of the foreign country where the
substantial financial account is located a
penalties. See 8 During 2021, did you receive a distribution from, or were you the grantor of, or transferor to, a
instructions. foreign trust? If “Yes,” you may have to file Form 3520. See instructions . . . . . . . . .
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 09/09/22 PRO Schedule B (Form 1040) 2021
SCHEDULE C Profit or Loss From Business OMB No. 1545-0074

2021
(Form 1040) (Sole Proprietorship)
a Go to www.irs.gov/ScheduleC for instructions and the latest information.
Department of the Treasury Attachment
Internal Revenue Service (99) a Attach to Form 1040, 1040-SR, 1040-NR, or 1041; partnerships must generally file Form 1065. Sequence No. 09
Name of proprietor Social security number (SSN)
MUI S DOLIM 586-26-1555
A Principal business or profession, including product or service (see instructions) B Enter code from instructions
PROPERTY MANAGEMENT a 5 3 1 3 9 0
C Business name. If no separate business name, leave blank. D Employer ID number (EIN) (see instr.)

E Business address (including suite or room no.) a 1640 HAYNES LN


City, town or post office, state, and ZIP code REDONDO BEACH, CA 90278
F Accounting method: (1) Cash (2) Accrual (3) Other (specify) a
G Did you “materially participate” in the operation of this business during 2021? If “No,” see instructions for limit on losses . Yes No
H If you started or acquired this business during 2021, check here . . . . . . . . . . . . . . . . . a

I Did you make any payments in 2021 that would require you to file Form(s) 1099? See instructions . . . . . . . . Yes No
J If “Yes,” did you or will you file required Form(s) 1099? . . . . . . . . . . . . . . . . . . . . . Yes No
Part I Income
1 Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you on
Form W-2 and the “Statutory employee” box on that form was checked . . . . . . . . . a 1 6,263.
2 Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . 3 6,263.
4 Cost of goods sold (from line 42) . . . . . . . . . . . . . . . . . . . . . . 4
5 Gross profit. Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . 5 6,263.
6 Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) . . . . 6
7 Gross income. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . a 7 6,263.
Part II Expenses. Enter expenses for business use of your home only on line 30.
8 Advertising . . . . . 8 18 Office expense (see instructions) . 18 1,361.
9 Car and truck expenses (see 19 Pension and profit-sharing plans . 19
instructions) . . . . 9 20 Rent or lease (see instructions):
10 Commissions and fees . 10 a Vehicles, machinery, and equipment 20a 963.
11 Contract labor (see instructions) 11 b Other business property . . . 20b
12 Depletion . . . . . 12 21 Repairs and maintenance . . . 21
13 Depreciation and section 179 22 Supplies (not included in Part III) . 22 629.
expense deduction (not
included in Part III) (see 23 Taxes and licenses . . . . . 23
instructions) . . . . 13 24 Travel and meals:
14 Employee benefit programs a Travel . . . . . . . . . 24a
(other than on line 19) . 14 b Deductible meals (see
15 Insurance (other than health) 15 instructions) . . . . . . . 24b
16 Interest (see instructions): 25 Utilities . . . . . . . . 25
a Mortgage (paid to banks, etc.) 16a 26 Wages (less employment credits) 26
b Other . . . . . . 16b 27a Other expenses (from line 48) . . 27a 3,068.
17 Legal and professional services
17 b Reserved for future use . . . 27b
28 Total expenses before expenses for business use of home. Add lines 8 through 27a . . . . . . a 28 6,021.
29 Tentative profit or (loss). Subtract line 28 from line 7 . . . . . . . . . . . . . . . . . 29 242.
30 Expenses for business use of your home. Do not report these expenses elsewhere. Attach Form 8829
unless using the simplified method. See instructions.
Simplified method filers only: Enter the total square footage of (a) your home:
and (b) the part of your home used for business: . Use the Simplified
Method Worksheet in the instructions to figure the amount to enter on line 30 . . . . . . . . . 30

}
31 Net profit or (loss). Subtract line 30 from line 29.
• If a profit, enter on both Schedule 1 (Form 1040), line 3, and on Schedule SE, line 2. (If you
checked the box on line 1, see instructions). Estates and trusts, enter on Form 1041, line 3. 31 242.
• If a loss, you must go to line 32.

}
32 If you have a loss, check the box that describes your investment in this activity. See instructions.
• If you checked 32a, enter the loss on both Schedule 1 (Form 1040), line 3, and on Schedule
SE, line 2. (If you checked the box on line 1, see the line 31 instructions.) Estates and trusts, enter on 32a All investment is at risk.
Form 1041, line 3. 32b Some investment is not
• If you checked 32b, you must attach Form 6198. Your loss may be limited. at risk.
For Paperwork Reduction Act Notice, see the separate instructions. BAA REV 09/09/22 PRO Schedule C (Form 1040) 2021
Schedule C (Form 1040) 2021 Page 2
Part III Cost of Goods Sold (see instructions)

33 Method(s) used to
value closing inventory: a Cost b Lower of cost or market c Other (attach explanation)
34 Was there any change in determining quantities, costs, or valuations between opening and closing inventory?
If “Yes,” attach explanation . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No

35 Inventory at beginning of year. If different from last year’s closing inventory, attach explanation . . . 35

36 Purchases less cost of items withdrawn for personal use . . . . . . . . . . . . . . 36

37 Cost of labor. Do not include any amounts paid to yourself . . . . . . . . . . . . . . 37

38 Materials and supplies . . . . . . . . . . . . . . . . . . . . . . . . 38

39 Other costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

40 Add lines 35 through 39 . . . . . . . . . . . . . . . . . . . . . . . . 40

41 Inventory at end of year . . . . . . . . . . . . . . . . . . . . . . . . 41

42 Cost of goods sold. Subtract line 41 from line 40. Enter the result here and on line 4 . . . . . . 42
Part IV Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9 and
are not required to file Form 4562 for this business. See the instructions for line 13 to find out if you must file
Form 4562.

43 When did you place your vehicle in service for business purposes? (month/day/year) a

44 Of the total number of miles you drove your vehicle during 2021, enter the number of miles you used your vehicle for:

a Business b Commuting (see instructions) c Other

45 Was your vehicle available for personal use during off-duty hours? . . . . . . . . . . . . . . . Yes No

46 Do you (or your spouse) have another vehicle available for personal use?. . . . . . . . . . . . . . Yes No

47a Do you have evidence to support your deduction? . . . . . . . . . . . . . . . . . . . . Yes No

b If “Yes,” is the evidence written? . . . . . . . . . . . . . . . . . . . . . . . . . Yes No


Part V Other Expenses. List below business expenses not included on lines 8–26 or line 30.

DUE AND SUBSCRIPTIONS 347.

SUPRA 181.

MLS 1,100.

TELEPHONE 480.

INTERNET 960.

48 Total other expenses. Enter here and on line 27a . . . . . . . . . . . . . . . . 48 3,068.


REV 09/09/22 PRO Schedule C (Form 1040) 2021
SCHEDULE D OMB No. 1545-0074
(Form 1040)
Capital Gains and Losses
a
a Attach to Form 1040, 1040-SR, or 1040-NR.
Go to www.irs.gov/ScheduleD for instructions and the latest information.
2021
Department of the Treasury Attachment
Internal Revenue Service (99) a Use Form 8949 to list your transactions for lines 1b, 2, 3, 8b, 9, and 10. Sequence No. 12

Name(s) shown on return Your social security number


ANTHONY P & MUI S DOLIM 527-75-5597
Did you dispose of any investment(s) in a qualified opportunity fund during the tax year? Yes No
If “Yes,” attach Form 8949 and see its instructions for additional requirements for reporting your gain or loss.

Part I Short-Term Capital Gains and Losses—Generally Assets Held One Year or Less (see instructions)
See instructions for how to figure the amounts to enter on the (g) (h) Gain or (loss)
lines below. (d) (e) Adjustments Subtract column (e)
Proceeds Cost to gain or loss from from column (d) and
This form may be easier to complete if you round off cents to (sales price) (or other basis) Form(s) 8949, Part I, combine the result
whole dollars. line 2, column (g) with column (g)

1a Totals for all short-term transactions reported on Form


1099-B for which basis was reported to the IRS and for
which you have no adjustments (see instructions).
However, if you choose to report all these transactions
on Form 8949, leave this line blank and go to line 1b .
1b Totals for all transactions reported on Form(s) 8949 with
Box A checked . . . . . . . . . . . . .
2 Totals for all transactions reported on Form(s) 8949 with
Box B checked . . . . . . . . . . . . .
3 Totals for all transactions reported on Form(s) 8949 with
Box C checked . . . . . . . . . . . . .
4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824 . . 4
5 Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from
Schedule(s) K-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover
Worksheet in the instructions . . . . . . . . . . . . . . . . . . . . . . . . 6 ( )
7 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 . . . . . . 7
Part II Long-Term Capital Gains and Losses—Generally Assets Held More Than One Year (see instructions)
See instructions for how to figure the amounts to enter on the (g) (h) Gain or (loss)
lines below. (d) (e) Adjustments Subtract column (e)
Proceeds Cost to gain or loss from from column (d) and
This form may be easier to complete if you round off cents to (sales price) (or other basis) Form(s) 8949, Part II, combine the result
whole dollars. line 2, column (g) with column (g)

8a Totals for all long-term transactions reported on Form


1099-B for which basis was reported to the IRS and for
which you have no adjustments (see instructions).
However, if you choose to report all these transactions
on Form 8949, leave this line blank and go to line 8b .
8b Totals for all transactions reported on Form(s) 8949 with
Box D checked . . . . . . . . . . . . .
9 Totals for all transactions reported on Form(s) 8949 with
Box E checked . . . . . . . . . . . . .
10 Totals for all transactions reported on Form(s) 8949 with
Box F checked . . . . . . . . . . . . . . 3,875,000. 3,375,000. -500,000. 0.
11 Gain 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 Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 12
13 Capital gain distributions. See the instructions . . . . . . . . . . . . . . . . . . . 13
14 Long-term capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryover
Worksheet in the instructions . . . . . . . . . . . . . . . . . . . . . . . . 14 ( )
15 Net long-term capital gain or (loss). Combine lines 8a through 14 in column (h). Then, go to Part III
on the back . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 0.
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 09/09/22 PRO Schedule D (Form 1040) 2021
Schedule D (Form 1040) 2021 Page 2

Part III Summary

16 Combine lines 7 and 15 and enter the result . . . . . . . . . . . . . . . . . . 16 0.

• If line 16 is a gain, enter the amount from line 16 on Form 1040, 1040-SR, or 1040-NR, line 7.
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, 1040-SR, or
1040-NR, line 7. Then, go to line 22.

17 Are lines 15 and 16 both gains?


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

18 If you are required to complete the 28% Rate Gain Worksheet (see instructions), enter the
amount, if any, from line 7 of that worksheet . . . . . . . . . . . . . . . . . a 18

19 If you are required to complete the Unrecaptured Section 1250 Gain Worksheet (see
instructions), enter the amount, if any, from line 18 of that worksheet . . . . . . . . . a 19

20 Are lines 18 and 19 both zero or blank and are you not filing Form 4952?
Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions
for Forms 1040 and 1040-SR, line 16. Don’t complete lines 21 and 22 below.

No. Complete the Schedule D Tax Worksheet in the instructions. Don’t complete lines 21
and 22 below.

21 If line 16 is a loss, enter here and on Form 1040, 1040-SR, or 1040-NR, line 7, the smaller of:

• The loss on line 16; or


• ($3,000), or if married filing separately, ($1,500) } . . . . . . . . . . . . . . . 21 ( 0. )

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

22 Do you have qualified dividends on Form 1040, 1040-SR, or 1040-NR, line 3a?

Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions
for Forms 1040 and 1040-SR, line 16.

No. Complete the rest of Form 1040, 1040-SR, or 1040-NR.

REV 09/09/22 PRO Schedule D (Form 1040) 2021


Form 8949 (2021) Attachment Sequence No. 12A Page 2
Name(s) shown on return. Name and SSN or taxpayer identification no. not required if shown on other side Social security number or taxpayer identification number
ANTHONY P & MUI S DOLIM 527-75-5597
Before you check Box D, E, or F below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute
statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your
broker and may even tell you which box to check.
Part II Long-Term. Transactions involving capital assets you held more than 1 year are generally long-term (see
instructions). For short-term transactions, see page 1.
Note: You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported
to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line
8a; you aren’t required to report these transactions on Form 8949 (see instructions).
You must check Box D, E, or F below. Check only one box. If more than one box applies for your long-term transactions, complete
a separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than will fit on this page for one or
more of the boxes, complete as many forms with the same box checked as you need.
(D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)
(E) Long-term transactions reported on Form(s) 1099-B showing basis wasn’t reported to the IRS
(F) Long-term transactions not reported to you on Form 1099-B
Adjustment, if any, to gain or loss.
1 (e) If you enter an amount in column (g), (h)
(c) (d) Cost or other basis. enter a code in column (f). Gain or (loss).
(a) (b) See the separate instructions.
Date sold or Proceeds See the Note below Subtract column (e)
Description of property Date acquired
disposed of (sales price) and see Column (e) from column (d) and
(Example: 100 sh. XYZ Co.) (Mo., day, yr.)
(Mo., day, yr.) (see instructions) in the separate (f) (g) combine the result
instructions Code(s) from Amount of with column (g)
instructions adjustment

Main Home Sale: 1009 8TH ST 05/06/10 06/15/21 3,875,000. 3,375,000. H -500,000. 0.

2 Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract
negative amounts). Enter each total here and include on your
Schedule D, line 8b (if Box D above is checked), line 9 (if Box E
above is checked), or line 10 (if Box F above is checked) a 3,875,000. 3,375,000. -500,000. 0.
Note: If you checked Box D above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an
adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment.

REV 09/09/22 PRO Form 8949 (2021)


BAA
SCHEDULE E Supplemental Income and Loss OMB No. 1545-0074

2021
(Form 1040) (From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.)
aAttach to Form 1040, 1040-SR, 1040-NR, or 1041.
Department of the Treasury Attachment
Internal Revenue Service (99) a Go to www.irs.gov/ScheduleE for instructions and the latest information. Sequence No. 13
Name(s) shown on return Your social security number
ANTHONY P & MUI S DOLIM 527-75-5597
Part I Income or Loss From Rental Real Estate and Royalties Note: If you are in the business of renting personal property, use
Schedule C. See instructions. If you are an individual, report farm rental income or loss from Form 4835 on page 2, line 40.
A Did you make any payments in 2021 that would require you to file Form(s) 1099? See instructions . . . . . Yes No
B If “Yes,” did you or will you file required Form(s) 1099? . . . . . . . . . . . . . . . . . . . Yes No
1a Physical address of each property (street, city, state, ZIP code)
A 22 LAKE VIEW DR TRABUCO CANYON CA 92679
B 1009 8TH ST MANHATTAN BEACH CA 90266
C 25635 N RANCH GATE ROAD SCOTTSDALE AZ 85255
1b Type of Property 2 For each rental real estate property listed Fair Rental Personal Use
QJV
(from list below) above, report the number of fair rental and Days Days
personal use days. Check the QJV box only
A 1 if you meet the requirements to file as a A 365 0
B 1 qualified joint venture. See instructions. B 365 0
C 1 C 365 0
Type of Property:
1 Single Family Residence 3 Vacation/Short-Term Rental 5 Land 7 Self-Rental
2 Multi-Family Residence 4 Commercial 6 Royalties 8 Other (describe)
Income: Properties: A B C
3 Rents received . . . . . . . . . . . . . 3 76,350. 55,000. 37,320.
4 Royalties received . . . . . . . . . . . . 4
Expenses:
5 Advertising . . . . . . . . . . . . . . 5
6 Auto and travel (see instructions) . . . . . . . 6
7 Cleaning and maintenance . . . . . . . . . 7 3,695. 5,331.
8 Commissions. . . . . . . . . . . . . . 8 3,942. 6,998.
9 Insurance . . . . . . . . . . . . . . . 9 2,841. 2,126. 1,333.
10 Legal and other professional fees . . . . . . . 10 1,550. 350. 20.
11 Management fees . . . . . . . . . . . . 11 1,909. 1,375. 933.
12 Mortgage interest paid to banks, etc. (see instructions) 12
13 Other interest. . . . . . . . . . . . . . 13 15,020. 25,507. 19,810.
14 Repairs. . . . . . . . . . . . . . . . 14 1,820. 3,698. 6,180.
15 Supplies . . . . . . . . . . . . . . . 15 209. 1,392.
16 Taxes . . . . . . . . . . . . . . . . 16 14,571. 13,833. 5,587.
17 Utilities . . . . . . . . . . . . . . . . 17 2,919.
18 Depreciation expense or depletion . . . . . . 18 27,483. 14,215. 18,799.
19 Other (list) a See Line 19 Other Expenses 19 5,638. 660. 894.
20 Total expenses. Add lines 5 through 19 . . . . . 20 78,678. 61,764. 70,196.
21 Subtract line 20 from line 3 (rents) and/or 4 (royalties). If
result is a (loss), see instructions to find out if you must
file Form 6198 . . . . . . . . . . . . . 21 -2,328. -6,764. -32,876.
22 Deductible rental real estate loss after limitation, if any,
on Form 8582 (see instructions) . . . . . . . 22 ( 2,026. ) ( 11,341. ) ( 1,191. )
23a Total of all amounts reported on line 3 for all rental properties . . . . 23a 262,476.
b Total of all amounts reported on line 4 for all royalty properties . . . . 23b
c Total of all amounts reported on line 12 for all properties . . . . . . 23c
d Total of all amounts reported on line 18 for all properties . . . . . . 23d 94,910.
e Total of all amounts reported on line 20 for all properties . . . . . . 23e 348,043.
24 Income. Add positive amounts shown on line 21. Do not include any losses . . . . . . . 24 4,977.
25 Losses. Add royalty losses from line 21 and rental real estate losses from line 22. Enter total losses here . 25 ( 16,318. )
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
Schedule 1 (Form 1040), line 5. Otherwise, include this amount in the total on line 41 on page 2 . 26 -11,341.
For Paperwork Reduction Act Notice, see the separate instructions. NPA -11,341. Schedule E (Form 1040) 2021

BAA REV 09/09/22 PRO


SCHEDULE E Supplemental Income and Loss OMB No. 1545-0074

2021
(Form 1040) (From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.)
aAttach to Form 1040, 1040-SR, 1040-NR, or 1041.
Department of the Treasury Attachment
Internal Revenue Service (99) a Go to www.irs.gov/ScheduleE for instructions and the latest information. Sequence No. 13
Name(s) shown on return Your social security number
ANTHONY P & MUI S DOLIM 527-75-5597
Part I Income or Loss From Rental Real Estate and Royalties Note: If you are in the business of renting personal property, use
Schedule C. See instructions. If you are an individual, report farm rental income or loss from Form 4835 on page 2, line 40.
A Did you make any payments in 2021 that would require you to file Form(s) 1099? See instructions . . . . . Yes No
B If “Yes,” did you or will you file required Form(s) 1099? . . . . . . . . . . . . . . . . . . . Yes No
1a Physical address of each property (street, city, state, ZIP code)
A 7760 E HARTFORD DR SCOTTSDALE AZ 85255
B 8207 E DEL CUARZO DR SCOTTSDALE AZ 85258
C 7347 E OVERLOOK DR SCOTTSDALE AZ 85255
1b Type of Property 2 For each rental real estate property listed Fair Rental Personal Use
QJV
(from list below) above, report the number of fair rental and Days Days
personal use days. Check the QJV box only
A 1 if you meet the requirements to file as a A 180 0
B 1 qualified joint venture. See instructions. B 170 0
C 1 C 160 0
Type of Property:
1 Single Family Residence 3 Vacation/Short-Term Rental 5 Land 7 Self-Rental
2 Multi-Family Residence 4 Commercial 6 Royalties 8 Other (describe)
Income: Properties: A B C
3 Rents received . . . . . . . . . . . . . 3 34,000. 30,210. 11,333.
4 Royalties received . . . . . . . . . . . . 4
Expenses:
5 Advertising . . . . . . . . . . . . . . 5
6 Auto and travel (see instructions) . . . . . . . 6
7 Cleaning and maintenance . . . . . . . . . 7 8,119. 1,440. 2,907.
8 Commissions. . . . . . . . . . . . . . 8 4,080. 3,289. 3,060.
9 Insurance . . . . . . . . . . . . . . . 9 1,530. 1,130. 1,087.
10 Legal and other professional fees . . . . . . . 10 75. 1,360.
11 Management fees . . . . . . . . . . . . 11 850. 1,450. 283.
12 Mortgage interest paid to banks, etc. (see instructions) 12
13 Other interest. . . . . . . . . . . . . . 13 6,496. 2,376.
14 Repairs. . . . . . . . . . . . . . . . 14 10,289. 1,535. 4,317.
15 Supplies . . . . . . . . . . . . . . . 15 5,663. 819. 1,565.
16 Taxes . . . . . . . . . . . . . . . . 16 3,076. 1,657. 2,164.
17 Utilities . . . . . . . . . . . . . . . . 17 1,060. 787. 2,167.
18 Depreciation expense or depletion . . . . . . 18 18,776. 5,042. 5,719.
19 Other (list) a See Line 19 Other Expenses 19 5,071. 1,513. 4,157.
20 Total expenses. Add lines 5 through 19 . . . . . 20 58,514. 25,233. 31,162.
21 Subtract line 20 from line 3 (rents) and/or 4 (royalties). If
result is a (loss), see instructions to find out if you must
file Form 6198 . . . . . . . . . . . . . 21 -24,514. 4,977. -19,829.
22 Deductible rental real estate loss after limitation, if any,
on Form 8582 (see instructions) . . . . . . . 22 ( 888. ) ( )( 718. )
23a Total of all amounts reported on line 3 for all rental properties . . . . 23a
b Total of all amounts reported on line 4 for all royalty properties . . . . 23b
c Total of all amounts reported on line 12 for all properties . . . . . . 23c
d Total of all amounts reported on line 18 for all properties . . . . . . 23d
e Total of all amounts reported on line 20 for all properties . . . . . . 23e
24 Income. Add positive amounts shown on line 21. Do not include any losses . . . . . . . 24
25 Losses. Add royalty losses from line 21 and rental real estate losses from line 22. Enter total losses here . 25 ( )
26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter the result
here. If Parts II, III, IV, and line 40 on page 2 do not apply to you, also enter this amount on
Schedule 1 (Form 1040), line 5. Otherwise, include this amount in the total on line 41 on page 2 . 26
For Paperwork Reduction Act Notice, see the separate instructions. Schedule E (Form 1040) 2021

BAA REV 09/09/22 PRO


SCHEDULE E Supplemental Income and Loss OMB No. 1545-0074

2021
(Form 1040) (From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.)
aAttach to Form 1040, 1040-SR, 1040-NR, or 1041.
Department of the Treasury Attachment
Internal Revenue Service (99) a Go to www.irs.gov/ScheduleE for instructions and the latest information. Sequence No. 13
Name(s) shown on return Your social security number
ANTHONY P & MUI S DOLIM 527-75-5597
Part I Income or Loss From Rental Real Estate and Royalties Note: If you are in the business of renting personal property, use
Schedule C. See instructions. If you are an individual, report farm rental income or loss from Form 4835 on page 2, line 40.
A Did you make any payments in 2021 that would require you to file Form(s) 1099? See instructions . . . . . Yes No
B If “Yes,” did you or will you file required Form(s) 1099? . . . . . . . . . . . . . . . . . . . Yes No
1a Physical address of each property (street, city, state, ZIP code)
A 7349 E WHISTLING WIND WAY SCOTTSDALE AZ 85255
B
C
1b Type of Property 2 For each rental real estate property listed Fair Rental Personal Use
QJV
(from list below) above, report the number of fair rental and Days Days
personal use days. Check the QJV box only
A 1 if you meet the requirements to file as a A 160 0
B qualified joint venture. See instructions. B
C C
Type of Property:
1 Single Family Residence 3 Vacation/Short-Term Rental 5 Land 7 Self-Rental
2 Multi-Family Residence 4 Commercial 6 Royalties 8 Other (describe)
Income: Properties: A B C
3 Rents received . . . . . . . . . . . . . 3 18,263.
4 Royalties received . . . . . . . . . . . . 4
Expenses:
5 Advertising . . . . . . . . . . . . . . 5
6 Auto and travel (see instructions) . . . . . . . 6
7 Cleaning and maintenance . . . . . . . . . 7 135.
8 Commissions. . . . . . . . . . . . . . 8
9 Insurance . . . . . . . . . . . . . . . 9 1,630.
10 Legal and other professional fees . . . . . . . 10
11 Management fees . . . . . . . . . . . . 11 913.
12 Mortgage interest paid to banks, etc. (see instructions) 12
13 Other interest. . . . . . . . . . . . . . 13 6,126.
14 Repairs. . . . . . . . . . . . . . . . 14 2,610.
15 Supplies . . . . . . . . . . . . . . . 15
16 Taxes . . . . . . . . . . . . . . . . 16 2,977.
17 Utilities . . . . . . . . . . . . . . . . 17
18 Depreciation expense or depletion . . . . . . 18 4,876.
19 Other (list) a See Line 19 Other Expenses 19 3,229.
20 Total expenses. Add lines 5 through 19 . . . . . 20 22,496.
21 Subtract line 20 from line 3 (rents) and/or 4 (royalties). If
result is a (loss), see instructions to find out if you must
file Form 6198 . . . . . . . . . . . . . 21 -4,233.
22 Deductible rental real estate loss after limitation, if any,
on Form 8582 (see instructions) . . . . . . . 22 ( 154. ) ( )( )
23a Total of all amounts reported on line 3 for all rental properties . . . . 23a
b Total of all amounts reported on line 4 for all royalty properties . . . . 23b
c Total of all amounts reported on line 12 for all properties . . . . . . 23c
d Total of all amounts reported on line 18 for all properties . . . . . . 23d
e Total of all amounts reported on line 20 for all properties . . . . . . 23e
24 Income. Add positive amounts shown on line 21. Do not include any losses . . . . . . . 24
25 Losses. Add royalty losses from line 21 and rental real estate losses from line 22. Enter total losses here . 25 ( )
26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter the result
here. If Parts II, III, IV, and line 40 on page 2 do not apply to you, also enter this amount on
Schedule 1 (Form 1040), line 5. Otherwise, include this amount in the total on line 41 on page 2 . 26
For Paperwork Reduction Act Notice, see the separate instructions. Schedule E (Form 1040) 2021

BAA REV 09/09/22 PRO


SCHEDULE 8812 Credits for Qualifying Children `
OMB No. 1545-0074
(Form 1040) . .1040
and Other Dependents .......

a Attach to Form 1040, 1040-SR, or 1040-NR.


1040-SR
.........
1040-NR 2021
Department of the Treasury 8812 Attachment
Internal Revenue Service (99) a Go to www.irs.gov/Schedule8812 for instructions and the latest information. Sequence No. 47

Name(s) shown on return Your social security number


ANTHONY P & MUI S DOLIM 527-75-5597
Part I-A Child Tax Credit and Credit for Other Dependents
1 Enter the amount from line 11 of your Form 1040, 1040-SR, or 1040-NR . . . . . . . . . . . . 1 504,273.
2a Enter income from Puerto Rico that you excluded . . . . . . . . . . . 2a
b Enter the amounts from lines 45 and 50 of your Form 2555 . . . . . . . . 2b 0.
c Enter the amount from line 15 of your Form 4563 . . . . . . . . . . . 2c
d Add lines 2a through 2c . . . . . . . . . . . . . . . . . . . . . . . . . . . 2d 0.
3 Add lines 1 and 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 504,273.
4a Number of qualifying children under age 18 with the required social security number 4a 2.
b Number of children included on line 4a who were under age 6 at the end of 2021 . . 4b 0.
c Subtract line 4b from line 4a . . . . . . . . . . . . . . . . . 4c 2.
5 If line 4a is more than zero, enter the amount from the Line 5 Worksheet; otherwise, enter -0- . . . . . . 5 4,000.
6 Number of other dependents, including any qualifying children who are not under age
18 or who do not have the required social security number . . . . . . . . 6 0.
Caution: Do not include yourself, your spouse, or anyone who is not a U.S. citizen, U.S. national, or U.S. resident
alien. Also, do not include anyone you included on line 4a.
7 Multiply line 6 by $500 . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
8 Add lines 5 and 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 4,000.
9 Enter the amount shown below for your filing status.
• Married filing jointly—$400,000
• All other filing statuses—$200,000 }
. . . . . . . . . . . . . . . . . . . . . . 9 400,000.
10 Subtract line 9 from line 3.

}
• If zero or less, enter -0-.
• If more than zero and not a multiple of $1,000, enter the next multiple of $1,000. For
example, if the result is $425, enter $1,000; if the result is $1,025, enter $2,000, etc. . . . . . . . 10 105,000.
11 Multiply line 10 by 5% (0.05) . . . . . . . . . . . . . . . . . . . . . . . . . 11 5,250.
12 Subtract line 11 from line 8. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . 12 0.
13 Check all the boxes that apply to you (or your spouse if married filing jointly).
A Check here if you (or your spouse if married filing jointly) had a principal place of abode in the United States
for more than half of 2021 . . . . . . . . . . . . . . . . . . . . . . . .
B Check here if you (or your spouse if married filing jointly) were a bona fide resident of Puerto Rico for 2021
Part I-B Filers Who Check a Box on Line 13
Caution: If you did not check a box on line 13, do not complete Part I-B; instead, skip to Part I-C.
14a Enter the smaller of line 7 or line 12 . . . . . . . . . . . . . . . . . . . . . . . 14a 0.
b Subtract line 14a from line 12 . . . . . . . . . . . . . . . . . . . . . . . . . 14b 0.
c If line 14a is zero, enter -0-; otherwise, enter the amount from the Credit Limit Worksheet A . . . . . . 14c 0.
d Enter the smaller of line 14a or line 14c . . . . . . . . . . . . . . . . . . . . . . 14d 0.
e Add lines 14b and 14d . . . . . . . . . . . . . . . . . . . . . . . . . . . 14e 0.
f Enter the aggregate amount of advance child tax credit payments you (and your spouse if filing jointly) received
for 2021. See your Letter(s) 6419 for the amounts to include on this line. If you are missing Letter 6419, see the
instructions before entering an amount on this line. If you didn’t receive any advance child tax credit payments
for 2021, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14f 2,000.
Caution: If the amount on this line doesn’t match the aggregate amounts reported to you (and your spouse if
filing jointly) on your Letter(s) 6419, the processing of your return will be delayed.
g Subtract line 14f from line 14e. If zero or less, enter -0- on lines 14g through 14i and go to Part III . . . . 14g 0.
h Enter the smaller of line 14d or line 14g. This is your credit for other dependents. Enter this amount on line
19 of your Form 1040, 1040-SR, or 1040-NR . . . . . . . . . . . . . . . . . . . . 14h 0.
i Subtract line 14h from line 14g. This is your refundable child tax credit. Enter this amount on line 28 of
your Form 1040, 1040-SR, or 1040-NR . . . . . . . . . . . . . . . . . . . . . . 14i 0.
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 09/09/22 PRO Schedule 8812 (Form 1040) 2021
Schedule 8812 (Form 1040) 2021 Page 2
Part I-C Filers Who Do Not Check a Box on Line 13
Caution: If you checked a box on line 13, do not complete Part I-C.
15a Enter the amount from the Credit Limit Worksheet A . . . . . . . . . . . . . . . . . 15a
b Enter the smaller of line 12 or line 15a . . . . . . . . . . . . . . . . . . . . . . 15b
Additional child tax credit. Complete Parts II-A through II-C if you meet each of the following items.
1. You are not filing Form 2555.
2. Line 4a is more than zero.
3. Line 12 is more than line 15a.
c If you completed Parts II-A through II-C, enter the amount from line 27; otherwise, enter -0- . . . . . . 15c
d Add lines 15b and 15c . . . . . . . . . . . . . . . . . . . . . . . . . . . 15d
e Enter the aggregate amount of advance child tax credit payments you (and your spouse if filing jointly) received
for 2021. See your Letter(s) 6419 for the amounts to include on this line. If you are missing Letter 6419, see the
instructions before entering an amount on this line. If you didn’t receive any advance child tax credit payments
for 2021, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15e
Caution: If the amount on this line doesn’t match the aggregate amounts reported to you (and your spouse if
filing jointly) on your Letter(s) 6419, the processing of your return will be delayed.
f Subtract line 15e from line 15d. If zero or less, enter -0- on lines 15f through 15h and go to Part III . . . . 15f
g Enter the smaller of line 15b or line 15f. This is your nonrefundable child tax credit and credit for other
dependents. Enter this amount on line 19 of your Form 1040, 1040-SR, or 1040-NR . . . . . . . . 15g
h Subtract line 15g from line 15f. This is your additional child tax credit. Enter this amount on line 28 of your
Form 1040, 1040-SR, or 1040-NR . . . . . . . . . . . . . . . . . . . . . . . 15h
Part II-A Additional Child Tax Credit (use only if completing Part I-C)
Caution: If you file Form 2555, do not complete Parts II-A through II-C; you cannot claim the additional child tax credit.
Caution: If you checked a box on line 13, do not complete Parts II-A through II-C; you cannot claim the additional child tax credit.
16a Subtract line 15b from line 12. If zero, skip Parts II-A and II-B and enter -0- on line 27 . . . . . . . . 16a
b Number of qualifying children under 18 with the required social security number: x $1,400.
Enter the result. If zero, skip Parts II-A and II-B and enter -0- on line 27 . . . . . . . . . . . . 16b
TIP: The number of children you use for this line is the same as the number of children you used for line 4a.
17 Enter the smaller of line 16a or line 16b . . . . . . . . . . . . . . . . . . . . . . 17
18a Earned income (see instructions) . . . . . . . . . . . . . . . . 18a
b Nontaxable combat pay (see instructions) . . . . . . 18b
19 Is the amount on line 18a more than $2,500?
No. Leave line 19 blank and enter -0- on line 20.
Yes. Subtract $2,500 from the amount on line 18a. Enter the result . . . . 19
20 Multiply the amount on line 19 by 15% (0.15) and enter the result . . . . . . . . . . . . . . 20
Next. On line 16b, is the amount $4,200 or more?
No. If line 20 is zero, enter -0- on line 15c. Otherwise, skip Part II-B and enter the smaller of line 17 or line
20 on line 27.
Yes. If line 20 is equal to or more than line 17, skip Part II-B and enter the amount from line 17 on line 27.
Otherwise, go to line 21.
Part II-B Certain Filers Who Have Three or More Qualifying Children
21 Withheld social security, Medicare, and Additional Medicare taxes from Form(s) W-2,
boxes 4 and 6. If married filing jointly, include your spouse’s amounts with yours. If
your employer withheld or you paid Additional Medicare Tax or tier 1 RRTA taxes, see
instructions . . . . . . . . . . . . . . . . . . . . . . 21
22 Enter the total of the amounts from Schedule 1 (Form 1040), line 15; Schedule 2 (Form
1040), line 5; Schedule 2 (Form 1040), line 6; and Schedule 2 (Form 1040), line 13 . 22
23 Add lines 21 and 22 . . . . . . . . . . . . . . . . . . . . 23
24 1040 and

}
1040-SR filers: Enter the total of the amounts from Form 1040 or 1040-SR, line 27a,
and Schedule 3 (Form 1040), line 11.
1040-NR filers: Enter the amount from Schedule 3 (Form 1040), line 11. 24
25 Subtract line 24 from line 23. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . 25
26 Enter the larger of line 20 or line 25 . . . . . . . . . . . . . . . . . . . . . . . 26
Next, enter the smaller of line 17 or line 26 on line 27.
Part II-C Additional Child Tax Credit
27 Enter this amount on line 15c . . . . . . . . . . . . . . . . . . . . . . . . . 27
REV 09/09/22 PRO Schedule 8812 (Form 1040) 2021
BAA
Schedule 8812 (Form 1040) 2021 Page 3
Part III Additional Tax (use only if line 14g or line 15f, whichever applies, is zero)
28a Enter the amount from line 14f or line 15e, whichever applies . . . . . . . . . . . . . . . 28a 2,000.
b Enter the amount from line 14e or line 15d, whichever applies . . . . . . . . . . . . . . . 28b 0.
29 Excess advance child tax credit payments. Subtract line 28b from line 28a. If zero, stop; you do not owe the
additional tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 2,000.
30 Enter the number of qualifying children taken into account in determining the annual advance amount you
received for 2021. See your Letter 6419 for this number. If you are missing your Letter 6419, you are filing a joint
return, or you received more than one Letter 6419, see the instructions before entering a number on this line . . 30 1.
Caution: If the amount on this line doesn’t match the number of qualifying children reported to you (and your
spouse if filing jointly) on your Letter(s) 6419, the processing of your return will be delayed.
31 Enter the smaller of line 4a or line 30 . . . . . . . . . . . . . . . . . . . . . . . 31 1.
32 Subtract line 31 from line 30. If zero, skip to line 40 and enter the amount from line 29; otherwise, continue to
line 33 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 0.
33 Enter the amount shown below for your filing status.

}
• Married filing jointly or Qualifying widow(er)—$60,000
• Head of household—$50,000
• All other filing statuses—$40,000 . . . . . . . . . . . . . . . 33
34 Subtract line 33 from line 3. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . 34
35 Enter the amount from line 33 . . . . . . . . . . . . . . . . . . . . . . . . . 35
36 Divide line 34 by line 35. Enter the result as a decimal (rounded to at least three places). If the result is 1.000 or
more, enter 1.000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
37 Multiply line 32 by $2,000 . . . . . . . . . . . . . . . . . . . . . . . . . . 37
38 Multiply line 37 by line 36 . . . . . . . . . . . . . . . . . . . . . . . . . . 38
39 Subtract line 38 from line 37 . . . . . . . . . . . . . . . . . . . . . . . . . 39
40 Subtract line 39 from line 29. If zero or less, enter -0-. This is your additional tax. If more than zero, enter
this amount on Schedule 2 (Form 1040), line 19 . . . . . . . . . . . . . . . . . . . 40 2,000.
BAA REV 09/09/22 PRO Schedule 8812 (Form 1040) 2021
8995-A 1 Qualified Business Income Deduction OMB No. 1545-2294

2021
Form
a Attach to your tax return.
Department of the Treasury Attachment
Internal Revenue Service a Go to www.irs.gov/Form8995A for instructions and the latest information. Sequence No. 55A
Name(s) shown on return Your taxpayer identification number
ANTHONY P & MUI S DOLIM 527-75-5597
Note: You can claim the qualified business income deduction only if you have qualified business income from a qualified trade or
business, real estate investment trust dividends, publicly traded partnership income, or a domestic production activities deduction
passed through from an agricultural or horticultural cooperative. See instructions.
Use this form if your taxable income, before your qualified business income deduction, is above $164,900 ($164,925 if married filing
separately; $329,800 if married filing jointly), or you’re a patron of an agricultural or horticultural cooperative.
Part I Trade, Business, or Aggregation Information
Complete Schedules A, B, and/or C (Form 8995-A), as applicable, before starting Part I. Attach additional worksheets when needed.
See instructions.
(b) Check if (c) Check if (d) Taxpayer (e) Check if
1 (a) Trade, business, or aggregation name
specified service aggregation identification number patron

A SINGLE HOUSE 527-75-5597

B ANTHONY P DOLIM 527-75-5597

C MUI S DOLIM 586-26-1555


Part II Determine Your Adjusted Qualified Business Income
A B C

2 Qualified business income from the trade, business, or aggregation.


See instructions . . . . . . . . . . . . . . . . . 2 0. 0. 0.
3 Multiply line 2 by 20% (0.20). If your taxable income is $164,900
or less ($164,925 if married filing separately; $329,800 if married
filing jointly), skip lines 4 through 12 and enter the amount from
line 3 on line 13 . . . . . . . . . . . . . . . . . 3 0. 0. 0.
4 Allocable share of W-2 wages from the trade, business, or
aggregation . . . . . . . . . . . . . . . . . . 4 0. 0. 0.
5 Multiply line 4 by 50% (0.50) . . . . . . . . . . . . 5 0. 0. 0.
6 Multiply line 4 by 25% (0.25) . . . . . . . . . . . . 6 0. 0. 0.
7 Allocable share of the unadjusted basis immediately after
acquisition (UBIA) of all qualified property . . . . . . . . 7 706,575. 0. 0.
8 Multiply line 7 by 2.5% (0.025) . . . . . . . . . . . . 8 17,664. 0. 0.
9 Add lines 6 and 8 . . . . . . . . . . . . . . . . 9 17,664. 0. 0.
10 Enter the greater of line 5 or line 9 . . . . . . . . . . . 10 17,664. 0. 0.
11 W-2 wage and UBIA of qualified property limitation. Enter the
smaller of line 3 or line 10 . . . . . . . . . . . . . 11 0. 0. 0.
12 Phased-in reduction. Enter the amount from line 26, if any . . . 12
13 Qualified business income deduction before patron reduction.
Enter the greater of line 11 or line 12 . . . . . . . . . . 13 0. 0. 0.
14 Patron reduction. Enter the amount from Schedule D (Form 8995-A),
line 6, if any. See instructions . . . . . . . . . . . . 14
15 Qualified business income component. Subtract line 14 from line 13 15 0. 0. 0.
16 Total qualified business income component. Add all amounts
reported on line 15 . . . . . . . . . . . . . . . a 16 0.
For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. REV 09/09/22 PRO Form 8995-A (2021)
Form 8995-A (2021) Page 2
Part III Phased-in Reduction
Complete Part III only if your taxable income is more than $164,900 but not $214,900 ($164,925 and $214,925 if married filing
separately; $329,800 and $429,800 if married filing jointly) and line 10 is less than line 3. Otherwise, skip Part III.

A B C

17 Enter the amounts from line 3 . . . . . . . . . . . . 17


18 Enter the amounts from line 10 . . . . . . . . . . . . 18
19 Subtract line 18 from line 17 . . . . . . . . . . . . 19
20 Taxable income before qualified business
income deduction . . . . . . . . 20
21 Threshold. Enter $164,900 ($164,925 if
married filing separately; $329,800 if married
filing jointly) . . . . . . . . . . 21
22 Subtract line 21 from line 20 . . . . 22
23 Phase-in range. Enter $50,000 ($100,000 if
married filing jointly) . . . . . . . 23
24 Phase-in percentage. Divide line 22 by line 23 24 %
25 Total phase-in reduction. Multiply line 19 by line 24 . . . . . 25
26 Qualified business income after phase-in reduction. Subtract line
25 from line 17. Enter this amount here and on line 12, for the
corresponding trade or business . . . . . . . . . . . 26
Part IV Determine Your Qualified Business Income Deduction
27 Total qualified business income component from all qualified trades,
businesses, or aggregations. Enter the amount from line 16 . . . . . . 27 0.
28 Qualified REIT dividends and publicly traded partnership (PTP) income or
(loss). See instructions . . . . . . . . . . . . . . . . . . 28
29 Qualified REIT dividends and PTP (loss) carryforward from prior years . . . 29 ( )
30 Total qualified REIT dividends and PTP income. Combine lines 28 and 29. If
less than zero, enter -0- . . . . . . . . . . . . . . . . . . 30
31 REIT and PTP component. Multiply line 30 by 20% (0.20) . . . . . . . 31
32 Qualified business income deduction before the income limitation. Add lines 27 and 31 . . . . a 32 0.
33 Taxable income before qualified business income deduction . . . . . . 33 467,986.
34 Net capital gain. See instructions . . . . . . . . . . . . . . . 34 222.
35 Subtract line 34 from line 33. If zero or less, enter -0- . . . . . . . . . . . . . . . . 35 467,764.
36 Income limitation. Multiply line 35 by 20% (0.20) . . . . . . . . . . . . . . . . . . 36 93,553.
37 Qualified business income deduction before the domestic production activities deduction (DPAD)
under section 199A(g). Enter the smaller of line 32 or line 36 . . . . . . . . . . . . . a 37 0.
38 DPAD under section 199A(g) allocated from an agricultural or horticultural cooperative. Don’t enter
more than line 33 minus line 37 . . . . . . . . . . . . . . . . . . . . . . . 38
39 Total qualified business income deduction. Add lines 37 and 38 . . . . . . . . . . . . a 39 0.
40 Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 28 and 29. If zero or
greater, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 ( 0. )
Form 8995-A (2021)
8995-A 2 Qualified Business Income Deduction OMB No. 1545-2294

2021
Form
a Attach to your tax return.
Department of the Treasury Attachment
Internal Revenue Service a Go to www.irs.gov/Form8995A for instructions and the latest information. Sequence No. 55A
Name(s) shown on return Your taxpayer identification number
ANTHONY P & MUI S DOLIM 527-75-5597
Note: You can claim the qualified business income deduction only if you have qualified business income from a qualified trade or
business, real estate investment trust dividends, publicly traded partnership income, or a domestic production activities deduction
passed through from an agricultural or horticultural cooperative. See instructions.
Use this form if your taxable income, before your qualified business income deduction, is above $164,900 ($164,925 if married filing
separately; $329,800 if married filing jointly), or you’re a patron of an agricultural or horticultural cooperative.
Part I Trade, Business, or Aggregation Information
Complete Schedules A, B, and/or C (Form 8995-A), as applicable, before starting Part I. Attach additional worksheets when needed.
See instructions.
(b) Check if (c) Check if (d) Taxpayer (e) Check if
1 (a) Trade, business, or aggregation name
specified service aggregation identification number patron

A ANTHONY P DOLIM 527-75-5597

B ANTHONY P DOLIM 527-75-5597

C ANTHONY P DOLIM 527-75-5597


Part II Determine Your Adjusted Qualified Business Income
A B C

2 Qualified business income from the trade, business, or aggregation.


See instructions . . . . . . . . . . . . . . . . . 2 0. 0. 0.
3 Multiply line 2 by 20% (0.20). If your taxable income is $164,900
or less ($164,925 if married filing separately; $329,800 if married
filing jointly), skip lines 4 through 12 and enter the amount from
line 3 on line 13 . . . . . . . . . . . . . . . . . 3 0. 0. 0.
4 Allocable share of W-2 wages from the trade, business, or
aggregation . . . . . . . . . . . . . . . . . . 4 0. 0. 0.
5 Multiply line 4 by 50% (0.50) . . . . . . . . . . . . 5 0. 0. 0.
6 Multiply line 4 by 25% (0.25) . . . . . . . . . . . . 6 0. 0. 0.
7 Allocable share of the unadjusted basis immediately after
acquisition (UBIA) of all qualified property . . . . . . . . 7 539,805. 481,129. 304,551.
8 Multiply line 7 by 2.5% (0.025) . . . . . . . . . . . . 8 13,495. 12,028. 7,614.
9 Add lines 6 and 8 . . . . . . . . . . . . . . . . 9 13,495. 12,028. 7,614.
10 Enter the greater of line 5 or line 9 . . . . . . . . . . . 10 13,495. 12,028. 7,614.
11 W-2 wage and UBIA of qualified property limitation. Enter the
smaller of line 3 or line 10 . . . . . . . . . . . . . 11 0. 0. 0.
12 Phased-in reduction. Enter the amount from line 26, if any . . . 12
13 Qualified business income deduction before patron reduction.
Enter the greater of line 11 or line 12 . . . . . . . . . . 13 0. 0. 0.
14 Patron reduction. Enter the amount from Schedule D (Form 8995-A),
line 6, if any. See instructions . . . . . . . . . . . . 14
15 Qualified business income component. Subtract line 14 from line 13 15 0. 0. 0.
16 Total qualified business income component. Add all amounts
reported on line 15 . . . . . . . . . . . . . . . a 16
For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. REV 09/09/22 PRO Form 8995-A (2021)
Form 8995-A (2021) Page 2
Part III Phased-in Reduction
Complete Part III only if your taxable income is more than $164,900 but not $214,900 ($164,925 and $214,925 if married filing
separately; $329,800 and $429,800 if married filing jointly) and line 10 is less than line 3. Otherwise, skip Part III.

A B C

17 Enter the amounts from line 3 . . . . . . . . . . . . 17


18 Enter the amounts from line 10 . . . . . . . . . . . . 18
19 Subtract line 18 from line 17 . . . . . . . . . . . . 19
20 Taxable income before qualified business
income deduction . . . . . . . . 20
21 Threshold. Enter $164,900 ($164,925 if
married filing separately; $329,800 if married
filing jointly) . . . . . . . . . . 21
22 Subtract line 21 from line 20 . . . . 22
23 Phase-in range. Enter $50,000 ($100,000 if
married filing jointly) . . . . . . . 23
24 Phase-in percentage. Divide line 22 by line 23 24 %
25 Total phase-in reduction. Multiply line 19 by line 24 . . . . . 25
26 Qualified business income after phase-in reduction. Subtract line
25 from line 17. Enter this amount here and on line 12, for the
corresponding trade or business . . . . . . . . . . . 26
Part IV Determine Your Qualified Business Income Deduction
27 Total qualified business income component from all qualified trades,
businesses, or aggregations. Enter the amount from line 16 . . . . . . 27
28 Qualified REIT dividends and publicly traded partnership (PTP) income or
(loss). See instructions . . . . . . . . . . . . . . . . . . 28
29 Qualified REIT dividends and PTP (loss) carryforward from prior years . . . 29 ( )
30 Total qualified REIT dividends and PTP income. Combine lines 28 and 29. If
less than zero, enter -0- . . . . . . . . . . . . . . . . . . 30
31 REIT and PTP component. Multiply line 30 by 20% (0.20) . . . . . . . 31
32 Qualified business income deduction before the income limitation. Add lines 27 and 31 . . . . a 32
33 Taxable income before qualified business income deduction . . . . . . 33
34 Net capital gain. See instructions . . . . . . . . . . . . . . . 34
35 Subtract line 34 from line 33. If zero or less, enter -0- . . . . . . . . . . . . . . . . 35
36 Income limitation. Multiply line 35 by 20% (0.20) . . . . . . . . . . . . . . . . . . 36
37 Qualified business income deduction before the domestic production activities deduction (DPAD)
under section 199A(g). Enter the smaller of line 32 or line 36 . . . . . . . . . . . . . a 37
38 DPAD under section 199A(g) allocated from an agricultural or horticultural cooperative. Don’t enter
more than line 33 minus line 37 . . . . . . . . . . . . . . . . . . . . . . . 38
39 Total qualified business income deduction. Add lines 37 and 38 . . . . . . . . . . . . a 39
40 Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 28 and 29. If zero or
greater, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 ( )
Form 8995-A (2021)
8995-A 3 Qualified Business Income Deduction OMB No. 1545-2294

2021
Form
a Attach to your tax return.
Department of the Treasury Attachment
Internal Revenue Service a Go to www.irs.gov/Form8995A for instructions and the latest information. Sequence No. 55A
Name(s) shown on return Your taxpayer identification number
ANTHONY P & MUI S DOLIM 527-75-5597
Note: You can claim the qualified business income deduction only if you have qualified business income from a qualified trade or
business, real estate investment trust dividends, publicly traded partnership income, or a domestic production activities deduction
passed through from an agricultural or horticultural cooperative. See instructions.
Use this form if your taxable income, before your qualified business income deduction, is above $164,900 ($164,925 if married filing
separately; $329,800 if married filing jointly), or you’re a patron of an agricultural or horticultural cooperative.
Part I Trade, Business, or Aggregation Information
Complete Schedules A, B, and/or C (Form 8995-A), as applicable, before starting Part I. Attach additional worksheets when needed.
See instructions.
(b) Check if (c) Check if (d) Taxpayer (e) Check if
1 (a) Trade, business, or aggregation name
specified service aggregation identification number patron

A ANTHONY P DOLIM 527-75-5597

B ANTHONY P DOLIM 527-75-5597

C
Part II Determine Your Adjusted Qualified Business Income
A B C

2 Qualified business income from the trade, business, or aggregation.


See instructions . . . . . . . . . . . . . . . . . 2 0. 0.
3 Multiply line 2 by 20% (0.20). If your taxable income is $164,900
or less ($164,925 if married filing separately; $329,800 if married
filing jointly), skip lines 4 through 12 and enter the amount from
line 3 on line 13 . . . . . . . . . . . . . . . . . 3 0. 0.
4 Allocable share of W-2 wages from the trade, business, or
aggregation . . . . . . . . . . . . . . . . . . 4 0. 0.
5 Multiply line 4 by 50% (0.50) . . . . . . . . . . . . 5 0. 0.
6 Multiply line 4 by 25% (0.25) . . . . . . . . . . . . 6 0. 0.
7 Allocable share of the unadjusted basis immediately after
acquisition (UBIA) of all qualified property . . . . . . . . 7 300,800. 292,585.
8 Multiply line 7 by 2.5% (0.025) . . . . . . . . . . . . 8 7,520. 7,315.
9 Add lines 6 and 8 . . . . . . . . . . . . . . . . 9 7,520. 7,315.
10 Enter the greater of line 5 or line 9 . . . . . . . . . . . 10 7,520. 7,315.
11 W-2 wage and UBIA of qualified property limitation. Enter the
smaller of line 3 or line 10 . . . . . . . . . . . . . 11 0. 0.
12 Phased-in reduction. Enter the amount from line 26, if any . . . 12
13 Qualified business income deduction before patron reduction.
Enter the greater of line 11 or line 12 . . . . . . . . . . 13 0. 0.
14 Patron reduction. Enter the amount from Schedule D (Form 8995-A),
line 6, if any. See instructions . . . . . . . . . . . . 14
15 Qualified business income component. Subtract line 14 from line 13 15 0. 0.
16 Total qualified business income component. Add all amounts
reported on line 15 . . . . . . . . . . . . . . . a 16
For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. REV 09/09/22 PRO Form 8995-A (2021)
Form 8995-A (2021) Page 2
Part III Phased-in Reduction
Complete Part III only if your taxable income is more than $164,900 but not $214,900 ($164,925 and $214,925 if married filing
separately; $329,800 and $429,800 if married filing jointly) and line 10 is less than line 3. Otherwise, skip Part III.

A B C

17 Enter the amounts from line 3 . . . . . . . . . . . . 17


18 Enter the amounts from line 10 . . . . . . . . . . . . 18
19 Subtract line 18 from line 17 . . . . . . . . . . . . 19
20 Taxable income before qualified business
income deduction . . . . . . . . 20
21 Threshold. Enter $164,900 ($164,925 if
married filing separately; $329,800 if married
filing jointly) . . . . . . . . . . 21
22 Subtract line 21 from line 20 . . . . 22
23 Phase-in range. Enter $50,000 ($100,000 if
married filing jointly) . . . . . . . 23
24 Phase-in percentage. Divide line 22 by line 23 24 %
25 Total phase-in reduction. Multiply line 19 by line 24 . . . . . 25
26 Qualified business income after phase-in reduction. Subtract line
25 from line 17. Enter this amount here and on line 12, for the
corresponding trade or business . . . . . . . . . . . 26
Part IV Determine Your Qualified Business Income Deduction
27 Total qualified business income component from all qualified trades,
businesses, or aggregations. Enter the amount from line 16 . . . . . . 27
28 Qualified REIT dividends and publicly traded partnership (PTP) income or
(loss). See instructions . . . . . . . . . . . . . . . . . . 28
29 Qualified REIT dividends and PTP (loss) carryforward from prior years . . . 29 ( )
30 Total qualified REIT dividends and PTP income. Combine lines 28 and 29. If
less than zero, enter -0- . . . . . . . . . . . . . . . . . . 30
31 REIT and PTP component. Multiply line 30 by 20% (0.20) . . . . . . . 31
32 Qualified business income deduction before the income limitation. Add lines 27 and 31 . . . . a 32
33 Taxable income before qualified business income deduction . . . . . . 33
34 Net capital gain. See instructions . . . . . . . . . . . . . . . 34
35 Subtract line 34 from line 33. If zero or less, enter -0- . . . . . . . . . . . . . . . . 35
36 Income limitation. Multiply line 35 by 20% (0.20) . . . . . . . . . . . . . . . . . . 36
37 Qualified business income deduction before the domestic production activities deduction (DPAD)
under section 199A(g). Enter the smaller of line 32 or line 36 . . . . . . . . . . . . . a 37
38 DPAD under section 199A(g) allocated from an agricultural or horticultural cooperative. Don’t enter
more than line 33 minus line 37 . . . . . . . . . . . . . . . . . . . . . . . 38
39 Total qualified business income deduction. Add lines 37 and 38 . . . . . . . . . . . . a 39
40 Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 28 and 29. If zero or
greater, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 ( )
Form 8995-A (2021)
SCHEDULE C 1 OMB No. 1545-2294
Loss Netting and Carryforward
(Form 8995-A)
Department of the Treasury
a Attach to Form 8995-A. 2021
Attachment
Internal Revenue Service a Go to www.irs.gov/Form8995A for instructions and the latest information. Sequence No. 55D
Name(s) shown on return Your taxpayer identification number
ANTHONY P & MUI S DOLIM 527-75-5597
If you have more than three trades, businesses, or aggregations, complete and attach as many Schedules C as needed. See instructions.

1 Trade, business, or aggregation name (a) Qualified (b) Reduction for (c) Adjusted qualified
business loss netting business income
income/(loss) (see instructions) (Combine (a) and (b).
If zero or less,
enter -0-.)

SINGLE HOUSE -2,026. ( ) 0.


ANTHONY P DOLIM -6,764. ( ) 0.
MUI S DOLIM 242. ( 242. ) 0.

2 Qualified business net (loss) carryforward from prior years. See instructions . . . . . . . . . 2 ( 13,419. )

3 Total of the trades, businesses, or aggregations losses. Combine the negative amounts on lines 1,
column (a), and 2 for all trades, businesses, or aggregations . . . . . . . . . . . . . . 3 ( 25,160. )

4 Total of the trades, businesses, or aggregations income. Add the positive amounts on line 1, column
(a), for all trades, businesses, or aggregations . . . . . . . . . . . . . . . . . . . 4 5,219.

5 Losses netted with income of other trades, businesses, or aggregations. Enter in the parentheses on
line 5 the smaller of the absolute value of line 3 or line 4. Allocate this amount to each of the trades,
businesses, or aggregations on line 1, column (b) . . . . . . . . . . . . . . . . . 5 ( 5,219. )

6 Qualified business net (loss) carryforward. Subtract line 5 from line 3. If zero or more, enter -0- . . 6 ( 19,941. )
For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. BAA REV 09/09/22 PRO Schedule C (Form 8995-A) 2021
SCHEDULE C 2 OMB No. 1545-2294
Loss Netting and Carryforward
(Form 8995-A)
Department of the Treasury
a Attach to Form 8995-A. 2021
Attachment
Internal Revenue Service a Go to www.irs.gov/Form8995A for instructions and the latest information. Sequence No. 55D
Name(s) shown on return Your taxpayer identification number
ANTHONY P & MUI S DOLIM 527-75-5597
If you have more than three trades, businesses, or aggregations, complete and attach as many Schedules C as needed. See instructions.

1 Trade, business, or aggregation name (a) Qualified (b) Reduction for (c) Adjusted qualified
business loss netting business income
income/(loss) (see instructions) (Combine (a) and (b).
If zero or less,
enter -0-.)

ANTHONY P DOLIM -1,191. ( ) 0.


ANTHONY P DOLIM -888. ( ) 0.
ANTHONY P DOLIM 4,977. ( 4,977. ) 0.

2 Qualified business net (loss) carryforward from prior years. See instructions . . . . . . . . . 2 ( )

3 Total of the trades, businesses, or aggregations losses. Combine the negative amounts on lines 1,
column (a), and 2 for all trades, businesses, or aggregations . . . . . . . . . . . . . . 3 ( )

4 Total of the trades, businesses, or aggregations income. Add the positive amounts on line 1, column
(a), for all trades, businesses, or aggregations . . . . . . . . . . . . . . . . . . . 4

5 Losses netted with income of other trades, businesses, or aggregations. Enter in the parentheses on
line 5 the smaller of the absolute value of line 3 or line 4. Allocate this amount to each of the trades,
businesses, or aggregations on line 1, column (b) . . . . . . . . . . . . . . . . . 5 ( )

6 Qualified business net (loss) carryforward. Subtract line 5 from line 3. If zero or more, enter -0- . . 6 ( )
For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. BAA REV 09/09/22 PRO Schedule C (Form 8995-A) 2021
SCHEDULE C 3 OMB No. 1545-2294
Loss Netting and Carryforward
(Form 8995-A)
Department of the Treasury
a Attach to Form 8995-A. 2021
Attachment
Internal Revenue Service a Go to www.irs.gov/Form8995A for instructions and the latest information. Sequence No. 55D
Name(s) shown on return Your taxpayer identification number
ANTHONY P & MUI S DOLIM 527-75-5597
If you have more than three trades, businesses, or aggregations, complete and attach as many Schedules C as needed. See instructions.

1 Trade, business, or aggregation name (a) Qualified (b) Reduction for (c) Adjusted qualified
business loss netting business income
income/(loss) (see instructions) (Combine (a) and (b).
If zero or less,
enter -0-.)

ANTHONY P DOLIM -718. ( ) 0.


ANTHONY P DOLIM -154. ( ) 0.
( )

2 Qualified business net (loss) carryforward from prior years. See instructions . . . . . . . . . 2 ( )

3 Total of the trades, businesses, or aggregations losses. Combine the negative amounts on lines 1,
column (a), and 2 for all trades, businesses, or aggregations . . . . . . . . . . . . . . 3 ( )

4 Total of the trades, businesses, or aggregations income. Add the positive amounts on line 1, column
(a), for all trades, businesses, or aggregations . . . . . . . . . . . . . . . . . . . 4

5 Losses netted with income of other trades, businesses, or aggregations. Enter in the parentheses on
line 5 the smaller of the absolute value of line 3 or line 4. Allocate this amount to each of the trades,
businesses, or aggregations on line 1, column (b) . . . . . . . . . . . . . . . . . 5 ( )

6 Qualified business net (loss) carryforward. Subtract line 5 from line 3. If zero or more, enter -0- . . 6 ( )
For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. BAA REV 09/09/22 PRO Schedule C (Form 8995-A) 2021
Form 8959 a
Additional Medicare Tax
If any line does not apply to you, leave it blank. See separate instructions.
a
OMB No. 1545-0074

2021
Department of the Treasury Attach to Form 1040, 1040-SR, 1040-NR, 1040-PR, or 1040-SS. Attachment
Internal Revenue Service a Go to www.irs.gov/Form8959 for instructions and the latest information. Sequence No. 71
Name(s) shown on return Your social security number
ANTHONY P & MUI S DOLIM 527-75-5597
Part I Additional Medicare Tax on Medicare Wages
1 Medicare wages and tips from Form W-2, box 5. If you have more than one
Form W-2, enter the total of the amounts from box 5 . . . . . . . . 1 532,590.
2 Unreported tips from Form 4137, line 6 . . . . . . . . . . . . . 2
3 Wages from Form 8919, line 6 . . . . . . . . . . . . . . . . 3
4 Add lines 1 through 3 . . . . . . . . . . . . . . . . . . . 4 532,590.
5 Enter the following amount for your filing status:
Married filing jointly . . . . . . . . . . . . . . . $250,000
Married filing separately . . . . . . . . . . . . . . $125,000
Single, Head of household, or Qualifying widow(er) . . . . . $200,000 5 250,000.
6 Subtract line 5 from line 4. If zero or less, enter -0- . . . . . . . . . . . . . . . . . 6 282,590.
7 Additional Medicare Tax on Medicare wages. Multiply line 6 by 0.9% (0.009). Enter here and go to
Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 2,543.
Part II Additional Medicare Tax on Self-Employment Income
8 Self-employment income from Schedule SE (Form 1040), Part I, line 6. If you
had a loss, enter -0- (Form 1040-PR or 1040-SS filers, see instructions.) . . 8
9 Enter the following amount for your filing status:
Married filing jointly . . . . . . . . . . . . . . . . $250,000
Married filing separately . . . . . . . . . . . . . . $125,000
Single, Head of household, or Qualifying widow(er) . . . . . $200,000 9
10 Enter the amount from line 4 . . . . . . . . . . . . . . . . 10
11 Subtract line 10 from line 9. If zero or less, enter -0- . . . . . . . . . 11
12 Subtract line 11 from line 8. If zero or less, enter -0- . . . . . . . . . . . . . . . . . 12
13 Additional Medicare Tax on self-employment income. Multiply line 12 by 0.9% (0.009). Enter here and
go to Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Part III Additional Medicare Tax on Railroad Retirement Tax Act (RRTA) Compensation
14 Railroad retirement (RRTA) compensation and tips from Form(s) W-2, box 14
(see instructions) . . . . . . . . . . . . . . . . . . . . 14
15 Enter the following amount for your filing status:
Married filing jointly . . . . . . . . . . . . . . . $250,000
Married filing separately . . . . . . . . . . . . . . $125,000
Single, Head of household, or Qualifying widow(er) . . . . . $200,000 15
16 Subtract line 15 from line 14. If zero or less, enter -0- . . . . . . . . . . . . . . . . 16
17 Additional Medicare Tax on railroad retirement (RRTA) compensation. Multiply line 16 by 0.9% (0.009).
Enter here and go to Part IV . . . . . . . . . . . . . . . . . . . . . . . . . 17
Part IV Total Additional Medicare Tax
18 Add lines 7, 13, and 17. Also include this amount on Schedule 2 (Form 1040), line 11 (Form 1040-PR
or 1040-SS filers, see instructions), and go to Part V . . . . . . . . . . . . . . . . . 18 2,543.
Part V Withholding Reconciliation
19 Medicare tax withheld from Form W-2, box 6. If you have more than one Form
W-2, enter the total of the amounts from box 6 . . . . . . . . . . 19 10,716.
20 Enter the amount from line 1 . . . . . . . . . . . . . . . . 20 532,590.
21 Multiply line 20 by 1.45% (0.0145). This is your regular Medicare tax
withholding on Medicare wages . . . . . . . . . . . . . . . 21 7,723.
22 Subtract line 21 from line 19. If zero or less, enter -0-. This is your Additional Medicare Tax
withholding on Medicare wages . . . . . . . . . . . . . . . . . . . . . . . 22 2,993.
23 Additional Medicare Tax withholding on railroad retirement (RRTA) compensation from Form W-2, box
14 (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
24 Total Additional Medicare Tax withholding. Add lines 22 and 23. Also include this amount with
federal income tax withholding on Form 1040, 1040-SR, or 1040-NR, line 25c (Form 1040-PR or
1040-SS filers, see instructions) . . . . . . . . . . . . . . . . . . . . . . . 24 2,993.
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 09/09/22 PRO Form 8959 (2021)
8960 Net Investment Income Tax— OMB No. 1545-2227

2021
Form
Individuals, Estates, and Trusts
a Attach to your tax return.
Department of the Treasury Attachment
Internal Revenue Service (99) a Go to www.irs.gov/Form8960 for instructions and the latest information. Sequence No. 72
Name(s) shown on your tax return Your social security number or EIN
ANTHONY P & MUI S DOLIM 527-75-5597
Part I Investment Income Section 6013(g) election (see instructions)
Section 6013(h) election (see instructions)
Regulations section 1.1411-10(g) election (see instructions)
1 Taxable interest (see instructions) . . . . . . . . . . . . . . . . . . . . . . . 1 2,060.
2 Ordinary dividends (see instructions) . . . . . . . . . . . . . . . . . . . . . . 2 222.
3 Annuities (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . 3
4a Rental real estate, royalties, partnerships, S corporations, trusts, etc. (see
instructions) . . . . . . . . . . . . . . . . . . . . . . 4a -11,341.
b Adjustment for net income or loss derived in the ordinary course of a non-
section 1411 trade or business (see instructions) . . . . . . . . . . 4b
c Combine lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . 4c -11,341.
5a Net gain or loss from disposition of property (see instructions) . . . . . 5a 0.
b Net gain or loss from disposition of property that is not subject to net
investment income tax (see instructions) . . . . . . . . . . . . 5b
c Adjustment from disposition of partnership interest or S corporation stock (see
instructions) . . . . . . . . . . . . . . . . . . . . . . 5c
d Combine lines 5a through 5c . . . . . . . . . . . . . . . . . . . . . . . . 5d 0.
6 Adjustments to investment income for certain CFCs and PFICs (see instructions) . . . . . . . 6
7 Other modifications to investment income (see instructions) . . . . . . . . . . . . . . 7
8 Total investment income. Combine lines 1, 2, 3, 4c, 5d, 6, and 7 . . . . . . . . . . . . . 8 -9,059.
Part II Investment Expenses Allocable to Investment Income and Modifications
9a Investment interest expenses (see instructions) . . . . . . . . . . 9a
b State, local, and foreign income tax (see instructions) . . . . . . . . 9b
c Miscellaneous investment expenses (see instructions) . . . . . . . . 9c
d Add lines 9a, 9b, and 9c . . . . . . . . . . . . . . . . . . . . . . . . . . 9d
10 Additional modifications (see instructions) . . . . . . . . . . . . . . . . . . . . 10
11 Total deductions and modifications. Add lines 9d and 10 . . . . . . . . . . . . . . . 11
Part III Tax Computation
12 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- . . . . . . . . . . . . 12 0.
Individuals:
13 Modified adjusted gross income (see instructions) . . . . . . . . . 13 504,273.
14 Threshold based on filing status (see instructions) . . . . . . . . . 14 250,000.
15 Subtract line 14 from line 13. If zero or less, enter -0- . . . . . . . . 15 254,273.
16 Enter the smaller of line 12 or line 15 . . . . . . . . . . . . . . . . . . . . . . 16 0.
17 Net investment income tax for individuals. Multiply line 16 by 3.8% (0.038). Enter here and include
on your tax return (see instructions) . . . . . . . . . . . . . . . . . . . . . . 17 0.
Estates and Trusts:
18a Net investment income (line 12 above) . . . . . . . . . . . . . 18a
b Deductions for distributions of net investment income and deductions under
section 642(c) (see instructions) . . . . . . . . . . . . . . . 18b
c Undistributed net investment income. Subtract line 18b from line 18a (see
instructions). If zero or less, enter -0- . . . . . . . . . . . . . 18c
19a Adjusted gross income (see instructions) . . . . . . . . . . . . 19a
b Highest tax bracket for estates and trusts for the year (see instructions) . . 19b
c Subtract line 19b from line 19a. If zero or less, enter -0- . . . . . . . 19c
20 Enter the smaller of line 18c or line 19c . . . . . . . . . . . . . . . . . . . . . 20
21 Net investment income tax for estates and trusts. Multiply line 20 by 3.8% (0.038). Enter here and
include on your tax return (see instructions) . . . . . . . . . . . . . . . . . . . 21
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 09/09/22 PRO Form 8960 (2021)
Form 8824 Like-Kind Exchanges
(and section 1043 conflict-of-interest sales)
OMB No. 1545-1190

2021
a Attach
to your tax return.
Department of the Treasury Attachment
Internal Revenue Service a Go to www.irs.gov/Form8824 for instructions and the latest information. Sequence No. 109
Name(s) shown on tax return Identifying number
ANTHONY P & MUI S DOLIM 527-75-5597
Part I Information on the Like-Kind Exchange
Note: Generally, only real property should be described on lines 1 and 2. However, you may describe personal property transferred
prior to January 1, 2018, as part of an exchange subject to the like-kind exchange transition rule described in the instructions, and/or
real property on lines 1 and 2, if you are filing this form to report the disposition of property exchanged in a previously reported related
party like-kind exchange. If the property described on line 1 or line 2 is real or personal property located outside the United States,
indicate the country.
1 Description of like-kind property given up:
1009 8TH STREET MANHATTAN BEACH CA 90266

2 Description of like-kind property received:


7760 E HARTFORD DR SCOTTSDALE AZ 85255,8207 E DEL
CUARZO DRIVE SCOTTSDALE AZ 85258,7349 E WHISTLING WIND WAY SCOTTSDALE AZ 85255,7347 E OVERLOOK,SCOTTSDALE AZ 85255

3 Date like-kind property given up was originally acquired (month, day, year) . . . . . . . . . 3 05/06/2010

4 Date you actually transferred your property to the other party (month, day, year) . . . . . . . 4 06/15/2021

5 Date like-kind property you received was identified by written notice to another party (month, day,
year). See instructions for 45-day written identification requirement . . . . . . . . . . . . 5 06/15/2021

6 Date you actually received the like-kind property from other party (month, day, year). See instructions 6 07/16/2021

7 Was the exchange of the property given up or received made with a related party, either directly or indirectly
(such as through an intermediary)? See instructions. If “Yes,” complete Part II. If “No,” go to Part III . . . Yes No
Note: Do not file this form if a related party sold property into the exchange, directly or indirectly (such as through an intermediary); that
property became your replacement property; and none of the exceptions on line 11 applies to the exchange. Instead, report the disposition
of the property as if the exchange had been a sale. If one of the exceptions on line 11 applies to the exchange, complete Part II.

Part II Related Party Exchange Information


8 Name of related party Relationship to you Related party’s identifying number

Address (no., street, and apt., room, or suite no.; city or town; state; and ZIP code)

9 During this tax year (and before the date that is 2 years after the last transfer of property that was part of
the exchange), did the related party sell or dispose of any part of the like-kind property received from you
(or an intermediary) in the exchange? . . . . . . . . . . . . . . . . . . . . . . . Yes No

10 During this tax year (and before the date that is 2 years after the last transfer of property that was part of
the exchange), did you sell or dispose of any part of the like-kind property you received? . . . . . . Yes No

If both lines 9 and 10 are “No” and this is the year of the exchange, go to Part III. If both lines 9 and 10 are “No” and this is not
the year of the exchange, stop here. If either line 9 or line 10 is “Yes,” complete Part III and report on this year’s tax return the
deferred gain or (loss) from line 24 unless one of the exceptions on line 11 applies.

11 If one of the exceptions below applies to the disposition, check the applicable box.

a The disposition was after the death of either of the related parties.

b The disposition was an involuntary conversion, and the threat of conversion occurred after the exchange.

c You can establish to the satisfaction of the IRS that neither the exchange nor the disposition had tax avoidance as one of
its principal purposes. If this box is checked, attach an explanation. See instructions.
For Paperwork Reduction Act Notice, see the instructions. REV 09/09/22 PRO
Form 8824 (2021)
BAA
Form 8824 (2021) Page 2
Name(s) shown on tax return. Do not enter name and social security number if shown on other side. Your social security number
ANTHONY P & MUI S DOLIM 527-75-5597
Part III Realized Gain or (Loss), Recognized Gain, and Basis of Like-Kind Property Received
Caution: If you transferred and received (a) more than one group of like-kind properties, or (b) cash or other (not like-kind) property,
see Reporting of multi-asset exchanges in the instructions.
Note: Complete lines 12 through 14 only if you gave up property that was not like-kind. Otherwise, go to line 15.
12 Fair market value (FMV) of other property given up. See instructions . . . 12
13 Adjusted basis of other property given up . . . . . . . . . . . . 13
14 Gain or (loss) recognized on other property given up. Subtract line 13 from line 12. Report the gain or
(loss) in the same manner as if the exchange had been a sale . . . . . . . . . . . . . 14
Caution: If the property given up was used previously or partly as a home, see Property used as
home in the instructions.
15 Cash received, FMV of other property received, plus net liabilities assumed by other party, reduced
(but not below zero) by any exchange expenses you incurred. See instructions . . . . . . . . 15 0.
16 FMV of like-kind property you received . . . . . . . . . . . . . . . . . . . . . 16 3,513,000.
17 Add lines 15 and 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 3,513,000.
18 Adjusted basis of like-kind property you gave up, net amounts paid to other party, plus any exchange
expenses not used on line 15. See instructions . . . . . . . . . . . . . . . . . . 18 2,480,751.
19 Realized gain or (loss). Subtract line 18 from line 17 . . . . . . . . . . . . . . . . 19 1,032,249.
20 Enter the smaller of line 15 or line 19, but not less than zero . . . . . . . . . . . . . . 20 0.
21 Ordinary income under recapture rules. Enter here and on Form 4797, line 16. See instructions . . 21
22 Subtract line 21 from line 20. If zero or less, enter -0-. If more than zero, enter here and on Schedule D
or Form 4797, unless the installment method applies. See instructions . . . . . . . . . . . 22 0.
23 Recognized gain. Add lines 21 and 22 . . . . . . . . . . . . . . . . . . . . . 23 0.
24 Deferred gain or (loss). Subtract line 23 from line 19. If a related party exchange, see instructions . . 24 1,032,249.
25 Basis of like-kind property received. Subtract line 15 from the sum of lines 18 and 23. See instructions 25 2,480,751.
Part IV Deferral of Gain From Section 1043 Conflict-of-Interest Sales
Note: This part is to be used only by officers or employees of the executive branch of the federal government or judicial officers of the
federal government (including certain spouses, minor or dependent children, and trustees as described in section 1043) for reporting
nonrecognition of gain under section 1043 on the sale of property to comply with the conflict-of-interest requirements. This part can
be used only if the cost of the replacement property is more than the basis of the divested property.
26 Enter the number from the upper right corner of your certificate of divestiture. (Do not attach a
copy of your certificate. Keep the certificate with your records.) . . . . . . . . . . a

27 Description of divested property a

28 Description of replacement property a

29 Date divested property was sold (month, day, year) . . . . . . . . . . . . . . . . . 29

30 Sales price of divested property. See instructions . . . . . . . . . 30

31 Basis of divested property . . . . . . . . . . . . . . . . . 31


32 Realized gain. Subtract line 31 from line 30 . . . . . . . . . . . . . . . . . . . 32

33 Cost of replacement property purchased within 60 days after date of sale . 33


34 Subtract line 33 from line 30. If zero or less, enter -0- . . . . . . . . . . . . . . . . 34

35 Ordinary income under recapture rules. Enter here and on Form 4797, line 10. See instructions . . 35

36 Subtract line 35 from line 34. If zero or less, enter -0-. If more than zero, enter here and on Schedule D
or Form 4797. See instructions . . . . . . . . . . . . . . . . . . . . . . . . 36

37 Deferred gain. Subtract the sum of lines 35 and 36 from line 32 . . . . . . . . . . . . . 37

38 Basis of replacement property. Subtract line 37 from line 33 . . . . . . . . . . . . . 38


REV 09/09/22 PRO Form 8824 (2021)
4562 Depreciation and Amortization OMB No. 1545-0172

2021
Form
(Including Information on Listed Property)
a Attach
to your tax return.
Department of the Treasury Attachment
Internal Revenue Service (99) a Go to www.irs.gov/Form4562 for instructions and the latest information. Sequence No. 179
Name(s) shown on return Business or activity to which this form relates Identifying number
ANTHONY P & MUI S DOLIM Sch E 25635 N RANCH GATE ROAD 527-75-5597
Part I Election To Expense Certain Property Under Section 179
Note: If you have any listed property, complete Part V before you complete Part I.
1 Maximum amount (see instructions) . . . . . . . . . . . . . . . . . . . . . . . 1 1,050,000.
2 Total cost of section 179 property placed in service (see instructions) . . . . . . . . . . . 2
3 Threshold cost of section 179 property before reduction in limitation (see instructions) . . . . . . 3 2,620,000.
4 Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- . . . . . . . . . . 4
5 Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing
separately, see instructions . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 (a) Description of property (b) Cost (business use only) (c) Elected cost

7 Listed property. Enter the amount from line 29 . . . . . . . . . 7


8 Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7 . . . . . . 8
9 Tentative deduction. Enter the smaller of line 5 or line 8 . . . . . . . . . . . . . . . . 9
10 Carryover of disallowed deduction from line 13 of your 2020 Form 4562 . . . . . . . . . . . 10
11 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 don’t enter more than line 11 . . . . . . 12
13 Carryover of disallowed deduction to 2022. Add lines 9 and 10, less line 12 a 13
Note: Don’t use Part II or Part III below for listed property. Instead, use Part V.
Part II Special Depreciation Allowance and Other Depreciation (Don’t include listed property. See instructions.)
14 Special depreciation allowance for qualified property (other than listed property) placed in service
during the tax year. See instructions . . . . . . . . . . . . . . . . . . . . . . . 14
15 Property subject to section 168(f)(1) election . . . . . . . . . . . . . . . . . . . . 15
16 Other depreciation (including ACRS) . . . . . . . . . . . . . . . . . . . . . . 16
Part III MACRS Depreciation (Don’t include listed property. See instructions.)
Section A
17 MACRS deductions for assets placed in service in tax years beginning before 2021 . . . . . . . 17
18 If you are electing to group any assets placed in service during the tax year into one or more general
asset accounts, check here . . . . . . . . . . . . . . . . . . . . . . a
Section B—Assets Placed in Service During 2021 Tax Year Using the General Depreciation System
(b) Month and year (c) Basis for depreciation
(a) Classification of property placed in (business/investment use (d) Recovery (e) Convention (f) Method (g) Depreciation deduction
service only—see instructions) period

19a 3-year property


b 5-year property
c 7-year property
d 10-year property
e 15-year property 7,805. 15.0 HY S/L 260.
f 20-year property
g 25-year property 25 yrs. S/L
h Residential rental 01/21 532,000. 27.5 yrs. MM S/L 18,539.
property 27.5 yrs. MM S/L
i Nonresidential real 39 yrs. MM S/L
property MM S/L
Section C—Assets Placed in Service During 2021 Tax Year Using the Alternative Depreciation System
20a Class life S/L
b 12-year 12 yrs. S/L
c 30-year 30 yrs. MM S/L
d 40-year 40 yrs. MM S/L
Part IV Summary (See instructions.)
21 Listed property. Enter amount from line 28 . . . . . . . . . . . . . . . . . . . . 21
22 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 . 22 18,799.
23 For assets shown above and placed in service during the current year, enter the
portion of the basis attributable to section 263A costs . . . . . . . . . 23
For Paperwork Reduction Act Notice, see separate instructions. REV 09/09/22 PRO Form 4562 (2021)
BAA
4562 Depreciation and Amortization OMB No. 1545-0172

2021
Form
(Including Information on Listed Property)
a Attach
to your tax return.
Department of the Treasury Attachment
Internal Revenue Service (99) a Go to www.irs.gov/Form4562 for instructions and the latest information. Sequence No. 179
Name(s) shown on return Business or activity to which this form relates Identifying number
ANTHONY P & MUI S DOLIM Sch E 7760 E HARTFORD DR 527-75-5597
Part I Election To Expense Certain Property Under Section 179
Note: If you have any listed property, complete Part V before you complete Part I.
1 Maximum amount (see instructions) . . . . . . . . . . . . . . . . . . . . . . . 1 1,050,000.
2 Total cost of section 179 property placed in service (see instructions) . . . . . . . . . . . 2
3 Threshold cost of section 179 property before reduction in limitation (see instructions) . . . . . . 3 2,620,000.
4 Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- . . . . . . . . . . 4
5 Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing
separately, see instructions . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 (a) Description of property (b) Cost (business use only) (c) Elected cost

7 Listed property. Enter the amount from line 29 . . . . . . . . . 7


8 Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7 . . . . . . 8
9 Tentative deduction. Enter the smaller of line 5 or line 8 . . . . . . . . . . . . . . . . 9
10 Carryover of disallowed deduction from line 13 of your 2020 Form 4562 . . . . . . . . . . . 10
11 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 don’t enter more than line 11 . . . . . . 12
13 Carryover of disallowed deduction to 2022. Add lines 9 and 10, less line 12 a 13
Note: Don’t use Part II or Part III below for listed property. Instead, use Part V.
Part II Special Depreciation Allowance and Other Depreciation (Don’t include listed property. See instructions.)
14 Special depreciation allowance for qualified property (other than listed property) placed in service
during the tax year. See instructions . . . . . . . . . . . . . . . . . . . . . . . 14
15 Property subject to section 168(f)(1) election . . . . . . . . . . . . . . . . . . . . 15
16 Other depreciation (including ACRS) . . . . . . . . . . . . . . . . . . . . . . 16
Part III MACRS Depreciation (Don’t include listed property. See instructions.)
Section A
17 MACRS deductions for assets placed in service in tax years beginning before 2021 . . . . . . . 17
18 If you are electing to group any assets placed in service during the tax year into one or more general
asset accounts, check here . . . . . . . . . . . . . . . . . . . . . . a
Section B—Assets Placed in Service During 2021 Tax Year Using the General Depreciation System
(b) Month and year (c) Basis for depreciation
(a) Classification of property placed in (business/investment use (d) Recovery (e) Convention (f) Method (g) Depreciation deduction
service only—see instructions) period

19a 3-year property


b 5-year property 48,052. 5.0 HY 200 DB 9,610.
c 7-year property
d 10-year property
e 15-year property 20,989. 15.0 HY 150 DB 1,049.
f 20-year property
g 25-year property 25 yrs. S/L
h Residential rental 06/21 412,088. 27.5 yrs. MM S/L 8,117.
property 27.5 yrs. MM S/L
i Nonresidential real 39 yrs. MM S/L
property MM S/L
Section C—Assets Placed in Service During 2021 Tax Year Using the Alternative Depreciation System
20a Class life S/L
b 12-year 12 yrs. S/L
c 30-year 30 yrs. MM S/L
d 40-year 40 yrs. MM S/L
Part IV Summary (See instructions.)
21 Listed property. Enter amount from line 28 . . . . . . . . . . . . . . . . . . . . 21
22 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 . 22 18,776.
23 For assets shown above and placed in service during the current year, enter the
portion of the basis attributable to section 263A costs . . . . . . . . . 23
For Paperwork Reduction Act Notice, see separate instructions. REV 09/09/22 PRO Form 4562 (2021)
BAA
4562 Depreciation and Amortization OMB No. 1545-0172

2021
Form
(Including Information on Listed Property)
a Attach
to your tax return.
Department of the Treasury Attachment
Internal Revenue Service (99) a Go to www.irs.gov/Form4562 for instructions and the latest information. Sequence No. 179
Name(s) shown on return Business or activity to which this form relates Identifying number
ANTHONY P & MUI S DOLIM Sch E 8207 E DEL CUARZO DR 527-75-5597
Part I Election To Expense Certain Property Under Section 179
Note: If you have any listed property, complete Part V before you complete Part I.
1 Maximum amount (see instructions) . . . . . . . . . . . . . . . . . . . . . . . 1 1,050,000.
2 Total cost of section 179 property placed in service (see instructions) . . . . . . . . . . . 2
3 Threshold cost of section 179 property before reduction in limitation (see instructions) . . . . . . 3 2,620,000.
4 Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- . . . . . . . . . . 4
5 Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing
separately, see instructions . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 (a) Description of property (b) Cost (business use only) (c) Elected cost

7 Listed property. Enter the amount from line 29 . . . . . . . . . 7


8 Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7 . . . . . . 8
9 Tentative deduction. Enter the smaller of line 5 or line 8 . . . . . . . . . . . . . . . . 9
10 Carryover of disallowed deduction from line 13 of your 2020 Form 4562 . . . . . . . . . . . 10
11 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 don’t enter more than line 11 . . . . . . 12
13 Carryover of disallowed deduction to 2022. Add lines 9 and 10, less line 12 a 13
Note: Don’t use Part II or Part III below for listed property. Instead, use Part V.
Part II Special Depreciation Allowance and Other Depreciation (Don’t include listed property. See instructions.)
14 Special depreciation allowance for qualified property (other than listed property) placed in service
during the tax year. See instructions . . . . . . . . . . . . . . . . . . . . . . . 14
15 Property subject to section 168(f)(1) election . . . . . . . . . . . . . . . . . . . . 15
16 Other depreciation (including ACRS) . . . . . . . . . . . . . . . . . . . . . . 16
Part III MACRS Depreciation (Don’t include listed property. See instructions.)
Section A
17 MACRS deductions for assets placed in service in tax years beginning before 2021 . . . . . . . 17
18 If you are electing to group any assets placed in service during the tax year into one or more general
asset accounts, check here . . . . . . . . . . . . . . . . . . . . . . a
Section B—Assets Placed in Service During 2021 Tax Year Using the General Depreciation System
(b) Month and year (c) Basis for depreciation
(a) Classification of property placed in (business/investment use (d) Recovery (e) Convention (f) Method (g) Depreciation deduction
service only—see instructions) period

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
h Residential rental 07/21 297,641. 27.5 yrs. MM S/L 4,961.
property 27.5 yrs. MM S/L
i Nonresidential real 07/21 6,910. 39 yrs. MM S/L 81.
property MM S/L
Section C—Assets Placed in Service During 2021 Tax Year Using the Alternative Depreciation System
20a Class life S/L
b 12-year 12 yrs. S/L
c 30-year 30 yrs. MM S/L
d 40-year 40 yrs. MM S/L
Part IV Summary (See instructions.)
21 Listed property. Enter amount from line 28 . . . . . . . . . . . . . . . . . . . . 21
22 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 . 22 5,042.
23 For assets shown above and placed in service during the current year, enter the
portion of the basis attributable to section 263A costs . . . . . . . . . 23
For Paperwork Reduction Act Notice, see separate instructions. REV 09/09/22 PRO Form 4562 (2021)
BAA
4562 Depreciation and Amortization OMB No. 1545-0172

2021
Form
(Including Information on Listed Property)
a Attach
to your tax return.
Department of the Treasury Attachment
Internal Revenue Service (99) a Go to www.irs.gov/Form4562 for instructions and the latest information. Sequence No. 179
Name(s) shown on return Business or activity to which this form relates Identifying number
ANTHONY P & MUI S DOLIM Sch E 7347 E OVERLOOK DR 527-75-5597
Part I Election To Expense Certain Property Under Section 179
Note: If you have any listed property, complete Part V before you complete Part I.
1 Maximum amount (see instructions) . . . . . . . . . . . . . . . . . . . . . . . 1 1,050,000.
2 Total cost of section 179 property placed in service (see instructions) . . . . . . . . . . . 2
3 Threshold cost of section 179 property before reduction in limitation (see instructions) . . . . . . 3 2,620,000.
4 Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- . . . . . . . . . . 4
5 Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing
separately, see instructions . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 (a) Description of property (b) Cost (business use only) (c) Elected cost

7 Listed property. Enter the amount from line 29 . . . . . . . . . 7


8 Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7 . . . . . . 8
9 Tentative deduction. Enter the smaller of line 5 or line 8 . . . . . . . . . . . . . . . . 9
10 Carryover of disallowed deduction from line 13 of your 2020 Form 4562 . . . . . . . . . . . 10
11 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 don’t enter more than line 11 . . . . . . 12
13 Carryover of disallowed deduction to 2022. Add lines 9 and 10, less line 12 a 13
Note: Don’t use Part II or Part III below for listed property. Instead, use Part V.
Part II Special Depreciation Allowance and Other Depreciation (Don’t include listed property. See instructions.)
14 Special depreciation allowance for qualified property (other than listed property) placed in service
during the tax year. See instructions . . . . . . . . . . . . . . . . . . . . . . . 14
15 Property subject to section 168(f)(1) election . . . . . . . . . . . . . . . . . . . . 15
16 Other depreciation (including ACRS) . . . . . . . . . . . . . . . . . . . . . . 16
Part III MACRS Depreciation (Don’t include listed property. See instructions.)
Section A
17 MACRS deductions for assets placed in service in tax years beginning before 2021 . . . . . . . 17
18 If you are electing to group any assets placed in service during the tax year into one or more general
asset accounts, check here . . . . . . . . . . . . . . . . . . . . . . a
Section B—Assets Placed in Service During 2021 Tax Year Using the General Depreciation System
(b) Month and year (c) Basis for depreciation
(a) Classification of property placed in (business/investment use (d) Recovery (e) Convention (f) Method (g) Depreciation deduction
service only—see instructions) period

19a 3-year property


b 5-year property
c 7-year property
d 10-year property
e 15-year property 42,363. 15.0 HY S/L 1,412.
f 20-year property
g 25-year property 25 yrs. S/L
h Residential rental 07/21 258,437. 27.5 yrs. MM S/L 4,307.
property 27.5 yrs. MM S/L
i Nonresidential real 39 yrs. MM S/L
property MM S/L
Section C—Assets Placed in Service During 2021 Tax Year Using the Alternative Depreciation System
20a Class life S/L
b 12-year 12 yrs. S/L
c 30-year 30 yrs. MM S/L
d 40-year 40 yrs. MM S/L
Part IV Summary (See instructions.)
21 Listed property. Enter amount from line 28 . . . . . . . . . . . . . . . . . . . . 21
22 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 . 22 5,719.
23 For assets shown above and placed in service during the current year, enter the
portion of the basis attributable to section 263A costs . . . . . . . . . 23
For Paperwork Reduction Act Notice, see separate instructions. REV 09/09/22 PRO Form 4562 (2021)
BAA
4562 Depreciation and Amortization OMB No. 1545-0172

2021
Form
(Including Information on Listed Property)
a Attach
to your tax return.
Department of the Treasury Attachment
Internal Revenue Service (99) a Go to www.irs.gov/Form4562 for instructions and the latest information. Sequence No. 179
Name(s) shown on return Business or activity to which this form relates Identifying number
ANTHONY P & MUI S DOLIM Sch E 7349 E WHISTLING WIND WAY 527-75-5597
Part I Election To Expense Certain Property Under Section 179
Note: If you have any listed property, complete Part V before you complete Part I.
1 Maximum amount (see instructions) . . . . . . . . . . . . . . . . . . . . . . . 1 1,050,000.
2 Total cost of section 179 property placed in service (see instructions) . . . . . . . . . . . 2
3 Threshold cost of section 179 property before reduction in limitation (see instructions) . . . . . . 3 2,620,000.
4 Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- . . . . . . . . . . 4
5 Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing
separately, see instructions . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 (a) Description of property (b) Cost (business use only) (c) Elected cost

7 Listed property. Enter the amount from line 29 . . . . . . . . . 7


8 Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7 . . . . . . 8
9 Tentative deduction. Enter the smaller of line 5 or line 8 . . . . . . . . . . . . . . . . 9
10 Carryover of disallowed deduction from line 13 of your 2020 Form 4562 . . . . . . . . . . . 10
11 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 don’t enter more than line 11 . . . . . . 12
13 Carryover of disallowed deduction to 2022. Add lines 9 and 10, less line 12 a 13
Note: Don’t use Part II or Part III below for listed property. Instead, use Part V.
Part II Special Depreciation Allowance and Other Depreciation (Don’t include listed property. See instructions.)
14 Special depreciation allowance for qualified property (other than listed property) placed in service
during the tax year. See instructions . . . . . . . . . . . . . . . . . . . . . . . 14
15 Property subject to section 168(f)(1) election . . . . . . . . . . . . . . . . . . . . 15
16 Other depreciation (including ACRS) . . . . . . . . . . . . . . . . . . . . . . 16
Part III MACRS Depreciation (Don’t include listed property. See instructions.)
Section A
17 MACRS deductions for assets placed in service in tax years beginning before 2021 . . . . . . . 17
18 If you are electing to group any assets placed in service during the tax year into one or more general
asset accounts, check here . . . . . . . . . . . . . . . . . . . . . . a
Section B—Assets Placed in Service During 2021 Tax Year Using the General Depreciation System
(b) Month and year (c) Basis for depreciation
(a) Classification of property placed in (business/investment use (d) Recovery (e) Convention (f) Method (g) Depreciation deduction
service only—see instructions) period

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
h Residential rental 07/21 292,585. 27.5 yrs. MM S/L 4,876.
property 27.5 yrs. MM S/L
i Nonresidential real 39 yrs. MM S/L
property MM S/L
Section C—Assets Placed in Service During 2021 Tax Year Using the Alternative Depreciation System
20a Class life S/L
b 12-year 12 yrs. S/L
c 30-year 30 yrs. MM S/L
d 40-year 40 yrs. MM S/L
Part IV Summary (See instructions.)
21 Listed property. Enter amount from line 28 . . . . . . . . . . . . . . . . . . . . 21
22 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 . 22 4,876.
23 For assets shown above and placed in service during the current year, enter the
portion of the basis attributable to section 263A costs . . . . . . . . . 23
For Paperwork Reduction Act Notice, see separate instructions. REV 09/09/22 PRO Form 4562 (2021)
BAA
8582 Passive Activity Loss Limitations OMB No. 1545-1008

2021
Form
a See separate instructions.
aAttach to Form 1040, 1040-SR, or 1041.
Department of the Treasury Attachment
Internal Revenue Service (99) a Go to www.irs.gov/Form8582 for instructions and the latest information. Sequence No. 858
Name(s) shown on return Identifying number
ANTHONY P & MUI S DOLIM 527-75-5597
Part I 2021 Passive Activity Loss
Caution: Complete Parts IV and V before completing Part I.
Rental Real Estate Activities With Active Participation (For the definition of active participation, see Special
Allowance for Rental Real Estate Activities in the instructions.)
1a Activities with net income (enter the amount from Part IV, column (a)) . . . 1a 4,977.
b Activities with net loss (enter the amount from Part IV, column (b)) . . . . 1b ( 83,780. )
c Prior years’ unallowed losses (enter the amount from Part IV, column (c)) . . 1c ( 53,582. )
d Combine lines 1a, 1b, and 1c . . . . . . . . . . . . . . . . . . . . . . . . 1d -132,385.
All Other Passive Activities
2a Activities with net income (enter the amount from Part V, column (a)) . . . 2a
b Activities with net loss (enter the amount from Part V, column (b)) . . . . 2b ( )
c Prior years’ unallowed losses (enter the amount from Part V, column (c)) . . 2c ( )
d Combine lines 2a, 2b, and 2c . . . . . . . . . . . . . . . . . . . . . . . . 2d
3 Combine lines 1d and 2d. 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 or 2c. Report the
losses on the forms and schedules normally used . . . . . . . . . . . . . . . . . 3 -132,385.
If line 3 is a loss and: • Line 1d is a loss, go to Part II.
• Line 2d is a loss (and line 1d is zero or more), skip Part II and go to line 10.

Caution: If your filing status is married filing separately and you lived with your spouse at any time during the year, do not complete
Part II. Instead, go to line 10.
Part II Special Allowance for Rental Real Estate Activities With Active Participation
Note: Enter all numbers in Part II as positive amounts. See instructions for an example.
4 Enter the smaller of the loss on line 1d or the loss on line 3 . . . . . . . . . . . . . . 4 132,385.
5 Enter $150,000. If married filing separately, see instructions . . . . . . 5 150,000.
6 Enter modified adjusted gross income, but not less than zero. See instructions 6 504,273.
Note: If line 6 is greater than or equal to line 5, skip lines 7 and 8 and enter -0-
on line 9. Otherwise, go to line 7.
7 Subtract line 6 from line 5 . . . . . . . . . . . . . . . . . 7
8 Multiply line 7 by 50% (0.50). Do not enter more than $25,000. If married filing separately, see instructions 8
9 Enter the smaller of line 4 or line 8 . . . . . . . . . . . . . . . . . . . . . . 9 0.
Part III Total Losses Allowed
10 Add the income, if any, on lines 1a and 2a and enter the total . . . . . . . . . . . . . . 10 4,977.
11 Total losses allowed from all passive activities for 2021. Add lines 9 and 10. See instructions to find
out how to report the losses on your tax return . . . . . . . . . . . . . . . . . . 11 4,977.
Part IV Complete This Part Before Part I, Lines 1a, 1b, and 1c. See instructions.
Current year Prior years Overall gain or loss
Name of activity
(a) Net income (b) Net loss (c) Unallowed (d) Gain (e) Loss
(line 1a) (line 1b) loss (line 1c)
22 LAKE VIEW DR 0. 2,328. 53,582. 55,910.
25635 N RANCH GATE ROAD 0. 32,876. 32,876.
7760 E HARTFORD DR 0. 24,514. 24,514.
8207 E DEL CUARZO DR 4,977. 0. 4,977.
See Part IV 0. 24,062.

Total. Enter on Part I, lines 1a, 1b, and 1c a 4,977. 83,780. 53,582.
For Paperwork Reduction Act Notice, see instructions. REV 09/09/22 PRO Form 8582 (2021)
BAA
Form 8582 (2021) Page 2
Part V Complete This Part Before Part I, Lines 2a, 2b, and 2c. See instructions.
Current year Prior years Overall gain or loss
Name of activity
(a) Net income (b) Net loss (c) Unallowed (d) Gain (e) Loss
(line 2a) (line 2b) loss (line 2c)

Total. Enter on Part I, lines 2a, 2b, and 2c a


Part VI Use This Part if an Amount Is Shown on Part II, Line 9. See instructions.
Form or schedule
(d) Subtract
and line number (c) Special
Name of activity (a) Loss (b) Ratio column (c) from
to be reported on allowance
column (a).
(see instructions)

Total . . . . . . . . . . . . . . . . . a 1.00
Part VII Allocation of Unallowed Losses. See instructions.
Form or schedule
and line number
Name of activity (a) Loss (b) Ratio (c) Unallowed loss
to be reported on
(see instructions)
22 LAKE VIEW DR E Ln 22 55,910. 0.40702669 53,884.
25635 N RANCH GATE ROAD E Ln 22 32,876. 0.23933839 31,685.
7760 E HARTFORD DR E Ln 22 24,514. 0.17846275 23,626.
7347 E OVERLOOK DR E Ln 22 19,829. 0.14435579 19,111.
7349 E WHISTLING WIND WAY E Ln 22 4,233. 0.03081638 4,079.

Total . . . . . . . . . . . . . . . . . . . a 137,362. 1.00 132,385.


Part VIII Allowed Losses. See instructions.
Form or schedule
and line number
Name of activity (a) Loss (b) Unallowed loss (c) Allowed loss
to be reported on
(see instructions)
22 LAKE VIEW DR E Ln 22 55,910. 53,884. 2,026.
25635 N RANCH GATE ROAD E Ln 22 32,876. 31,685. 1,191.
7760 E HARTFORD DR E Ln 22 24,514. 23,626. 888.
7347 E OVERLOOK DR E Ln 22 19,829. 19,111. 718.
7349 E WHISTLING WIND WAY E Ln 22 4,233. 4,079. 154.

Total . . . . . . . . . . . . . . . . . . . a 137,362. 132,385. 4,977.


REV 09/09/22 PRO Form 8582 (2021)
Schedule 1 State and Local Income Tax Refund Worksheet 2021
Line 1 State and local taxes paid in 2020 or prior years and refunded in 2021

Name(s) Shown on Return Social Security Number


ANTHONY P & MUI S DOLIM 527-75-5597

Part I State and Local Income Tax Refunds from 2020 Tax Returns

1 (a) (b) (c) (d) (e) (f) (g)


State Refund Estimated Extension Total Refund Refund
or Amount Tax Paid Payments Payments Allocated to Allocated to
Local After and Column (c) Column (d)
Code 12/31/2020 Withholding

CA 6,207. 23,129.

Totals 6,207. 23,129.

2 Total state and local refunds. Total line 1 column (b). 6,207.
3 Refund allocated to tax paid after 12/31/2020. Total line 1 columns (f) and (g).
(Include net tax paid after 12/31/2020 on Schedule A, line 5a.)
4 Net refund. Line 2 less line 3. 6,207.

Part II Recovery Amount

The recovery amount is the state and local income tax deducted in 2020 refunded in 2021.
5 Total state and local income tax deduction from line 5a of your 2020 Schedule A 24,358.
6 Recovery amount. Lesser of line 4 or line 5. 6,207.

Part III Recovery Exclusion

The recovery exclusion is the part of the recovery amount which did not reduce tax in 2020.
7 Recovery exclusion from sales tax deduction, SALT limitation and standard deduction:
a Allowable itemized deductions, from 2020 Schedule A, line 17 27,774.
b Allowable itemized deductions, refigured by excluding recovery amount:
(1) Refigured state and local tax deduction (Schedule A, line 5a):
(a) Refigured state income tax deduction 18,151.
(b) Sales tax deduction 2,419.
(c) Refigured deduction. Larger of (a) or (b) 18,151.
(2) Refigured total itemized deductions 27,774.
(3) Refigured allowable itemized deductions from line 7b(2) 27,774.
c 2020 standard deduction based on 2020 filing status and deductions. 24,800.
d Larger of lines 7b(3) or 7c 27,774.
e Subtract line 7d from line 7a 0.
f Subtract line 7e from line 6 6,207.
8 Recovery exclusion from negative taxable income. If 2020 taxable income
was negative, enter here as a positive number, else enter zero. 0.
9 Recovery exclusion from alternative minimum tax. If no alternative minimum
tax (AMT) in 2020 enter zero. If did pay AMT in 2020, enter amt from line 24 0.
10 Recovery exclusion from unused tax credits. If no unused credits in 2020,
enter zero. If there were unused credits in 2020, enter amount from line 35. 0.
11 Total recovery exclusion. Add lines 7f, 8, 9, and 10. 6,207.

Part IV Taxable Refund

The recovery amount less the recovery exclusion is a taxable refund.


12 Taxable refund from 2020. Line 6 less line 11. 0.
13 Total taxable refunds from 2019 or prior tax returns. Total line 36 column (d).
14 Total taxable refunds. Add lines 12 and 13. Enter here and on Schedule 1, line 1 0.
ANTHONY P & MUI S DOLIM 527-75-5597 1

Additional information from your 2021 Federal Tax Return

Schedule C (PROPERTY MANAGEMENT): Profit or Loss from Business


Line 18 Itemization Statement
Description Amount
LINKEDIN 360.
COMPUTER 1,001.
Total 1,361.

Schedule E: Supplemental Income and Loss (Copy 1) -- Page 1 (Copy 1)


Line 19 Other Expenses: Property (1) Continuation Statement
Expense Description Amount
HOA FEE 2,820.
Amortization 2,818.
Total 5,638.

Schedule E: Supplemental Income and Loss (Copy 1) -- Page 1 (Copy 1)


Line 19 Other Expenses: Property (2) Continuation Statement
Expense Description Amount
GARDENING SERVICE 660.
Total 660.

Schedule E: Supplemental Income and Loss (Copy 1) -- Page 1 (Copy 1)


Line 19 Other Expenses: Property (3) Continuation Statement
Expense Description Amount
HOA 147.
ALARM 747.
Total 894.

Schedule E: Supplemental Income and Loss (Copy 1) -- Page 1 (Copy 2)


Line 19 Other Expenses: Property (1) Continuation Statement
Expense Description Amount
HOME INSPECTION 150.
HOA 1,161.
MOVING FURNITURE 3,760.
Total 5,071.

Schedule E: Supplemental Income and Loss (Copy 1) -- Page 1 (Copy 2)


Line 19 Other Expenses: Property (2) Continuation Statement
Expense Description Amount
HOA 1,513.
Total 1,513.
ANTHONY P & MUI S DOLIM 527-75-5597 2

Schedule E: Supplemental Income and Loss (Copy 1) -- Page 1 (Copy 2)


Line 19 Other Expenses: Property (3) Continuation Statement
Expense Description Amount
HOA 4,157.
Total 4,157.

Schedule E: Supplemental Income and Loss (Copy 1) -- Page 1 (Copy 3)


Line 19 Other Expenses: Property (1) Continuation Statement
Expense Description Amount
PROPERTY INSPECTION 611.
HOA 2,618.
Total 3,229.

SMART WORKSHEET FOR: Form 8824 : Like-Kind Exchanges


Summary Smart Wks, Line A Itemization Statement
Description Amount
E HARTFORD DR SCOTTSDALE AZ 85255 1,150,000.
8207 E DEL CUARZO DRIVE SCOTTSDALE AZ 85258 818,000.
7349 E WHISTLING WIND WAY SCOTTSDALE AZ 85255 825,000.
7347 E OVERLOOK SCOTTSDALE AZ 85255 720,000.
Total 3,513,000.

SMART WORKSHEET FOR: Form 8824 : Like-Kind Exchanges


Summary Smart Wks, Line B Itemization Statement
Description Amount
8207 E DEL CUARZO DRIVE SCOTTSDALE AZ 85258 504,000.
7349 E WHISTLING WIND WAY SCOTTSDALE AZ 85255 512,500.
7347 E OVERLOOK SCOTTSDALE AZ 85255 455,000.
Total 1,471,500.

SMART WORKSHEET FOR: Form 8824 : Like-Kind Exchanges


Summary Smart Wks, Line G Itemization Statement
Description Amount
SELL PRICE 3,875,000.
PRIMARY RESIDENCE HOME SALE EXCLUSION -500,000.
Total 3,375,000.

SMART WORKSHEET FOR: Form 8824 : Like-Kind Exchanges


Summary Smart Wks, Line N Itemization Statement
Description Amount
1009 8TH STREET-POLICY ADJUSTMENT 1,909.
1009 8TH STREET-RECORDING FEE 95.
1009 8TH STREET-ESCROW ADVANCE BALANCE 2.
1009 8TH STREET-COMMISSION 58,125.
ANTHONY P & MUI S DOLIM 527-75-5597 3

SMART WORKSHEET FOR: Form 8824 : Like-Kind Exchanges


Summary Smart Wks, Line N Itemization Statement
Description Amount
1009 8TH STREET-COMMISSION 19,375.
1009 8TH STREET-NATURAL HAZARD DISCLOSURE REPORT 50.
1009 8TH STREET-HOME WARRANTY 630.
1009 8TH STREET-NOTARY SERVICES 30.
1009 8TH STREET-TITLE INSURANCE 2,995.
1009 8TH STREET-SUB ESCROW 63.
1009 8TH STREET-WIRE FEE 15.
1009 8TH STREET-TRANSFER TX 4,263.
1009 8TH STREET-ESCROW FEE 8,201.
1009 8TH STREET-30% ESCROW DISCOUNT -2,460.
7760 E HARTFORD-ESCROW FEE 714.
7760 E HARTFORD-HOA RUSH FEE 100.
7760 E HARTFORD-AMCOR RUSH FEE 100.
8207 E DEL CUARZO-ADMINSTRATION FEE 76.
8207 E DEL CUARZO-LOAN FEE&DISCOUNT 10,080.
8207 E DEL CUARZO-UNDERWRITING FEE 1,395.
8207 E DEL CUARZO-CREDIT REPORT 47.
8207 E DEL CUARZO-LENDER POLICY 1,220.
8207 E DEL CUARZO-CPL FEE 25.
8207 E DEL CUARZO-NOTARY FEE 150.
8207 E DEL CUARZO-DOCUMENT DELIVERY FEE 25.
8207 E DEL CUARZO-CLOSING FEE 639.
8207 E DEL CUARZO-ENDORSEMENT 50.
8207 E DEL CUARZO-ENDORSEMENT 75.
8207 E DEL CUARZO-ENDORSEMENT 50.
8207 E DEL CUARZO-RECORDING SERVICE FEE 38.
7347 E OVERLOOK-ADMINSTRATION FEE 76.
7347 E OVERLOOK-ORIGINATION FEE 4,550.
7347 E OVERLOOK-UNDERWRITING FEE 1,695.
7347 E OVERLOOK-POINTS 3,413.
7347 E OVERLOOK-CREDIT REPORT 47.
7347 E OVERLOOK-LENDER POLICY 823.
7347 E OVERLOOK-ENVIRONMENTAL PROTECTION LIEN 100.
7347 E OVERLOOK-TITLE 100.
7347 E OVERLOOK-TITLE 100.
7347 E OVERLOOK-TITLE LETTER 25.
7347 E OVERLOOK-TITLE ESCROW FEE 624.
7347 E OVERLOOK-COMMUNITY ENHANCEMENT FEE 3,600.
7347 E OVERLOOK-NOTARY FEE 150.
7349 E WHISTLING-ADMINISTRATION FEE 76.
4

SMART WORKSHEET FOR: Form 8824 : Like-Kind Exchanges


Summary Smart Wks, Line N Itemization Statement
Description Amount
7349 E WHISTLING-UNDERWRITER FEE 1,395.
7349 E WHISTLING-LOAN DISCOUNT FEE 3,864.
7349 E WHISTLING-POINTS 5,153.
7349 E WHISTLING-CREDIT REPORT 47.
7349 E WHISTLING-NOTARY FEE 150.
7349 E WHISTLING-ESCROW FEE 300.
7349 E WHISTLING-CLOSING PROTECTION LETTER 5.
7349 E WHISTLING-ESCROW FEE 775.
7349 E WHISTLING-ALTA ENDORSEMENT 9-06 100.
7349 E WHISTLING-LENDER'S TITLE INSURANCE 1,178.
7349 E WHISTLING-ALTA 100.
7349 E WHISTLING-CLTA 100.
7349 E WHISTLING-RECONVEYANCE FEE 100.
7349 E WHISTLING-RECORDING FEE 50.
7349 E WHISTLING-HOA ENHANCEMENT FEE 2,063.
TRAVEL EXPENSE FOR BUYING THE FOUR NEW HOMES 6,143.
Total 144,979.

SMART WORKSHEET FOR: Form 8824 : Like-Kind Exchanges


Summary Smart Wks, Line O Itemization Statement
Description Amount
PRIMARY RESIDENCE 2,250,000.
PAINT 9,190.
PRIMARY RESIDENCE-ACCU DEPRECIATION -55,757.
PAINT-ACCU DEPRECIATION -5,661.
Total 2,197,772.

Form 8582: Passive Activity Loss Limitations (Copy 1)


Part IV - Calculation for Lines 1(a, b, c) Continuation Statement
Prior Year
Current Year Current Year
Activity Name Unallowed Overall Gain Overall Loss
Net Inc Net Loss Loss
7347 E OVERLOOK DR 0. 19,829. 19,829.
7349 E WHISTLING WIND WAY 0. 4,233. 4,233.
Total 0. 24,062.
DO NOT MAIL THIS FORM TO THE FTB
TAXABLE YEAR FORM

2021 California e-file Signature Authorization for Individuals 8879


Your name Your SSN or ITIN

ANTHONY P DOLIM 527-75-5597


Spouse’s/RDP’s name Spouse’s/RDP’s SSN or ITIN

MUI S DOLIM 586-26-1555


Part I Tax Return Information (whole dollars only)
1 California adjusted gross income (AGI). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 508,850.
2 Amount You Owe. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Refund or No Amount Due. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 7,143.
Part II Taxpayer Declaration and Signature Authorization (Be sure you obtain and keep a copy of your return.)
Under penalties of perjury, I declare that I have examined a copy of my individual income tax return and accompanying schedules and statements for the tax year
ending December 31, 2021, and to the best of my knowledge and belief, it is true, correct, and complete. I further declare that the information I provided to my
electronic return originator (ERO), transmitter, or intermediate service provider, including my name, address, and social security number (SSN) or individual tax
identification number (ITIN), and the amounts shown in Part I above agree with the information and amounts shown on the corresponding lines of my electronic
income tax return. If applicable, I authorize an electronic funds withdrawal of the amount on line 2 and/or the estimated tax payments as shown on my return
and on form FTB 8455, California e-file Payment Record for Individuals, or a comparable form. If applicable, I declare that direct deposit refund amount on line 3
agrees with the direct deposit authorization stated on my return. If I have filed a joint return, this is an irrevocable appointment of the other spouse/registered
domestic partner (RDP) as an agent to authorize an electronic funds withdrawal or direct deposit. I authorize my ERO, transmitter, or intermediate service
provider to transmit my complete return to the Franchise Tax Board (FTB). If the processing of my return or refund is delayed, I authorize the FTB to disclose
to my ERO, intermediate service provider, and/or transmitter the reason(s) for the delay or the date when the refund was sent. If I am filing a balance due
return, I understand that if the FTB does not receive full and timely payment of my tax liability, I remain liable for the tax liability and all applicable interest and
penalties. I acknowledge that I have read and consent to the Electronic Funds Withdrawal Consent included on the copy of my electronic income tax return. I have
selected a personal identification number (PIN) as my signature for my electronic income tax return and, if applicable, my Electronic Funds Withdrawal Consent.

Taxpayer’s PIN: check one box only

◽ I authorize JACK W H TAM ACCOUNTANCY CORP to enter my PIN 5 5 5 9 7


ERO firm name Do not enter all zeros
as my signature on my 2021 e-filed California individual income tax return.

◽ I will enter my PIN as my signature on my 2021 e-filed California individual income tax return. Check this box only if you are entering your own PIN and your
return is filed using the Practitioner PIN method. The ERO must complete Part III below.

Your signature ▸ Date ▸

Spouse’s/RDP’s PIN: check one box only

◽ I authorize JACK W H TAM ACCOUNTANCY CORP to enter my PIN 6 1 5 5 5


ERO firm name Do not enter all zeros
as my signature on my 2021 e-filed California individual income tax return.

◽ I will enter my PIN as my signature on my 2021 e-filed California individual income tax return. Check this box only if you are entering your own PIN
and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.

Spouse’s/RDP’s signature ▸ Date ▸

Practitioner PIN Method Returns Only -- continue below


Part III Certification and Authentication — Practitioner PIN Method Only
ERO’s Electronic Filer Identification Number (EFIN)/PIN.
Enter your six-digit EFIN followed by your five-digit self-selected PIN. 9 5 6 5 0 8 9 1 7 7 6
Do not enter all zeros
I certify that the above numeric entry is my PIN, which is my signature for the 2021 California individual income tax return for the taxpayer(s) indicated above. I
confirm that I am submitting this return in accordance with the requirements of the Practitioner PIN method and FTB Pub. 1345, 2021 Handbook for Authorized
e-file Providers.

ERO’s signature ▸ Date ▸ 10/06/2023

For Privacy Notice, get FTB 1131 EN-SP. 175 REV 04/20/23 PRO FTB 8879 2021
TAXABLE YEAR FORM

2021 California Resident Income Tax Return 540


APE ATTACH FEDERAL RETURN
527-75-5597 DOLI 586-26-1555 21 PBA 531390
ANTHONY P DOLIM
MUI S DOLIM

1640 HAYNES LN
REDONDO BEACH CA 90278

03-30-1971 03-28-1971

Enter your county at time of filing (see instructions)

LOS ANGELES
Principal Residence

If your address above is the same as your principal/physical residence address at the time of filing, check this box . . .
If not, enter below your principal/physical residence address at the time of filing.
Street address (number and street) (If foreign address, see instructions.) Apt. no/ste. no.

City State ZIP code

If your California filing status is different from your federal filing status, check the box here . . . . . . . . . . . . . .

1 Single 4 Head of household (with qualifying person). See instructions.


Filing Status

2 Married/RDP filing jointly. See inst. 5 Qualifying widow(er). Enter year spouse/RDP died.

See instructions.

3 Married/RDP filing separately. Enter spouse’s/RDP’s SSN or ITIN above and full name here.

6 If someone can claim you (or your spouse/RDP) as a dependent, check the box here. See inst . . . . . . . ● 6

▶ For line 7, line 8, line 9, and line 10: Multiply the number you enter in the box by the pre-printed dollar amount for that line.
Whole dollars only
7 Personal: If you checked box 1, 3, or 4 above, enter 1 in the box. If you checked
Exemptions

box 2 or 5, enter 2 in the box. If you checked the box on line 6, see instructions. 7 2 X $129 = 쐌 $ 258
8 Blind: If you (or your spouse/RDP) are visually impaired, enter 1;
if both are visually impaired, enter 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 X $129 = $
9 Senior: If you (or your spouse/RDP) are 65 or older, enter 1;
if both are 65 or older, enter 2. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . ●9 X $129 = $

175 3101214 REV 04/20/23 PRO Form 540 2021 Side 1


Your name: DOLIM Your SSN or ITIN: 527-75-5597
10 Dependents: Do not include yourself or your spouse/RDP.
Dependent 1 Dependent 2 Dependent 3
First Name SEAN H ISABELLA S
Last Name DOLIM DOLIM
Exemptions

SSN. See
instructions. ● 605456088 ● 605457271 ●
Dependent’s
relationship
to you
SON DAUGHTER

Total dependent exemptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ● 10 2 X $400 = $ 800

11 Exemption amount: Add line 7 through line 10. Transfer this amount to line 32 . . . . . . . . . . . . . 11 $ 1058

12 State wages from your federal


Form(s) W-2, box 16 . . . . . . . . . . . . . . . . . . . . . . ● 12 513090 . 00

13 Enter federal adjusted gross income from federal Form 1040 or 1040-SR, line 11 . . . . . . . . 13 504273 . 00
14 California adjustments – subtractions. Enter the amount from Schedule CA (540),
Part I, line 27, column B . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ● 14 0 . 00
15 Subtract line 14 from line 13. If less than zero, enter the result in parentheses.
504273 . 00
Taxable Income

See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
16 California adjustments – additions. Enter the amount from Schedule CA (540),
Part I, line 27, column C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ● 16 4577 . 00

17 California adjusted gross income. Combine line 15 and line 16 . . . . . . . . . . . . . . . . . . . . . . . ● 17 508850 . 00

{ {
18 Enter the Your California itemized deductions from Schedule CA (540), Part II, line 30; OR
larger of Your California standard deduction shown below for your filing status:
• Single or Married/RDP filing separately. . . . . . . . . . . . . . . . . . . . . . . . . . . . . $4,803
• Married/RDP filing jointly, Head of household, or Qualifying widow(er) . . . . $9,606
If Married/RDP filing separately or the box on line 6 is checked, STOP. See instructions ● 18
37396 . 00
19 Subtract line 18 from line 17. This is your taxable income.
If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 471454 . 00

Tax Table Tax Rate Schedule


31 Tax. Check the box if from:
● FTB 3800 ● FTB 3803 . . . . . . . . . . . . . . . . ● 31 37850 . 00
32 Exemption credits. Enter the amount from line 11. If your federal AGI is more than
$212,288, see instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 416 . 00
Tax

33 Subtract line 32 from line 31. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 37434 . 00

34 Tax. See instructions. Check the box if from: ● Schedule G-1 ● FTB 5870A . . ● 34 . 00

35 Add line 33 and line 34 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 37434 . 00


Special Credits

40 Nonrefundable Child and Dependent Care Expenses Credit. See instructions. . . . . . . . . . . . . 40 . 00

43 Enter credit name code ● and amount. . . ● 43 . 00

44 Enter credit name code ● and amount. . . ● 44 . 00

Side 2 Form 540 2021 175 3102214 REV 04/20/23 PRO


Your name: DOLIM Your SSN or ITIN: 527-75-5597

45 To claim more than two credits. See instructions. Attach Schedule P (540). . . . . . . . . . . . . . ● 45 . 00
Special Credits

46 Nonrefundable Renter’s Credit. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ● 46 . 00

47 Add line 40 through line 46. These are your total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 . 00

48 Subtract line 47 from line 35. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 37434 . 00

61 Alternative Minimum Tax. Attach Schedule P (540) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ● 61 . 00

62 Mental Health Services Tax. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ● 62 . 00


Other Taxes

63 Other taxes and credit recapture. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ● 63 . 00

64 Excess Advance Premium Assistance Subsidy (APAS) repayment. See instructions. . . . . . . ● 64 . 00

65 Add line 48, line 61, line 62, line 63, and line 64. This is your total tax . . . . . . . . . . . . . . . . . ● 65 37434 . 00

71 California income tax withheld. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ● 71 44577 . 00

72 2021 CA estimated tax and other payments. See instructions . . . . . . . . . . . . . . . . . . . . . . . . ● 72 . 00

73 Withholding (Form 592-B and/or 593). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . ● 73 . 00


Payments

74 Excess SDI (or VPDI) withheld. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ● 74 . 00

75 Earned Income Tax Credit (EITC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ● 75 . 00

76 Young Child Tax Credit (YCTC). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ● 76 . 00

77 Net Premium Assistance Subsidy (PAS). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . ● 77 . 00


78 Add line 71 through line 77. These are your total payments.
See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 44577 . 00


Use Tax

91 Use Tax. Do not leave blank. See instructions . . . . . . . . . . . . . . . . . . . . . . 91 0 . 00


If line 91 is zero, check if: No use tax is owed. You paid your use tax obligation directly to CDTFA.

92 If you and your household had full-year health care coverage, check the box.

Penalty

See instructions. Medicare Part A or C coverage is qualifying health care coverage. . . . . . . .


ISR

If you did not check the box, see instructions.

Individual Shared Responsibility (ISR) Penalty. See instructions . . . . . . . . ● 92 . 00


Overpaid Tax/Tax Due

93 Payments balance. If line 78 is more than line 91, subtract line 91 from line 78 . . . . . . . . . . 93 44577 . 00

94 Use Tax balance. If line 91 is more than line 78, subtract line 78 from line 91 . . . . . . . . . . . 94 . 00
95 Payments after Individual Shared Responsibility Penalty. If line 93 is more than line 92,
subtract line 92 from line 93. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 44577 . 00
96 Individual Shared Responsibility Penalty Balance. If line 92 is more than line 93, then
subtract line 93 from line 92. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 . 00

175 3103214 REV 04/20/23 PRO Form 540 2021 Side 3


Your name: DOLIM Your SSN or ITIN: 527-75-5597
Overpaid Tax/Tax Due

97 Overpaid tax. If line 95 is more than line 65, subtract line 65 from line 95. . . . . . . . . . . . . . . 97 7143 . 00

98 Amount of line 97 you want applied to your 2022 estimated tax . . . . . . . . . . . . . . . . . . . . . . ● 98 0 . 00

99 Overpaid tax available this year. Subtract line 98 from line 97 . . . . . . . . . . . . . . . . . . . . . . . . ● 99 7143 . 00

100 Tax due. If line 95 is less than line 65, subtract line 95 from line 65 . . . . . . . . . . . . . . . . . . . 100 . 00

Code Amount

California Seniors Special Fund. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ● 400 . 00

Alzheimer’s Disease and Related Dementia Voluntary Tax Contribution Fund . . . . . . . . . . . . . ● 401 . 00

Rare and Endangered Species Preservation Voluntary Tax Contribution Program . . . . . . . . . ● 403 . 00

California Breast Cancer Research Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . . ● 405 . 00

California Firefighters’ Memorial Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . ● 406 . 00

Emergency Food for Families Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . ● 407 . 00

California Peace Officer Memorial Foundation Voluntary Tax Contribution Fund. . . . . . . . . . . ● 408 . 00

California Sea Otter Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ● 410 . 00

California Cancer Research Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . ● 413 . 00


Contributions

School Supplies for Homeless Children Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . 422 . 00

State Parks Protection Fund/Parks Pass Purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ● 423 . 00

Protect Our Coast and Oceans Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . . . . . ● 424 . 00

Keep Arts in Schools Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ● 425 . 00

Prevention of Animal Homelessness and Cruelty Voluntary Tax Contribution Fund . . . . . . . . ● 431 . 00

California Senior Citizen Advocacy Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . ● 438 . 00

Native California Wildlife Rehabilitation Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . ● 439 . 00

Rape Kit Backlog Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ● 440 . 00

Schools Not Prisons Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ● 443 . 00

Suicide Prevention Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ● 444 . 00

Mental Health Crisis Prevention Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . . . . ● 445 . 00

California Community and Neighborhood Tree Voluntary Tax Contribution Fund . . . . . . . . . . ● 446 . 00

110 Add code 400 through code 446. This is your total contribution . . . . . . . . . . . . . . . . . . . . . . ● 110 . 00

Side 4 Form 540 2021 175 3104214 REV 04/20/23 PRO


Your name: DOLIM Your SSN or ITIN: 527-75-5597
You Owe
Amount

111 AMOUNT YOU OWE. If you do not have an amount on line 99, add line 94, line 96, line 100, and line 110. See instructions. Do not send cash.
Mail to: FRANCHISE TAX BOARD, PO BOX 942867, SACRAMENTO CA 94267-0001. . . . . ● 111 . 00
Pay Online – Go to ftb.ca.gov/pay for more information.

112 Interest, late return penalties, and late payment penalties . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 . 00
Interest and
Penalties

113 Underpayment of estimated tax.

Check the box: ● FTB 5805 attached ● FTB 5805F attached . . . . . . . . . . . ● 113 . 00

114 Total amount due. See instructions. Enclose, but do not staple, any payment . . . . . . . . . . . . 114 . 00
115 REFUND OR NO AMOUNT DUE. Subtract the sum of line 110, line 112 and line 113 from line 99. See instructions.

Mail to: FRANCHISE TAX BOARD, PO BOX 942840, SACRAMENTO CA 94240-0001. . . . . . . ● 115 7143 . 00

Fill in the information to authorize direct deposit of your refund into one or two accounts. Do not attach a voided check or a deposit slip.
Refund and Direct Deposit

See instructions. Have you verified the routing and account numbers? Use whole dollars only.
All or the following amount of my refund (line 115) is authorized for direct deposit into the account shown below:
● Type
● Routing number Checking ● Account number ● 116 Direct deposit amount

. 00
Savings

The remaining amount of my refund (line 115) is authorized for direct deposit into the account shown below:
● Type
● Routing number Checking ● Account number ● 117 Direct deposit amount

. 00
Savings

IMPORTANT: See the instructions to find out if you should attach a copy of your complete federal tax return.
Our privacy notice can be found in annual tax booklets or online. Go to ftb.ca.gov/privacy to learn about our privacy policy statement, or go to ftb.ca.gov/forms and search for 1131
to locate FTB 1131 EN-SP, Franchise Tax Board Privacy Notice on Collection. To request this notice by mail, call 800.338.0505 and enter form code 948 when instructed.
Under penalties of perjury, I declare that I have examined this tax return, including accompanying schedules and statements, and to the best of my knowledge and belief, it
is true, correct, and complete.
Your signature Date Spouse’s/RDP’s signature (if a joint tax return, both must sign)

Your email address. Enter only one email address. Preferred phone number

Sign
Paid preparer’s signature (declaration of preparer is based on all information of which preparer has any knowledge)
Here JACK TAM
It is unlawful
to forge a
spouse’s/
Firm’s name (or yours, if self-employed) ● PTIN
RDP’s JACK W H TAM ACCOUNTANCY CORP P01495577
signature.
Firm’s address ● Firm’s FEIN
Joint tax
return? 117 E LAS TUNAS DR SAN GABRIEL CA 91776 953894762
(See
instructions)
Do you want to allow another person to discuss this tax return with us? See instructions . . . . . . . ● Yes No
Print Third Party Designee’s Name Telephone Number

175 3105214 REV 04/20/23 PRO Form 540 2021 Side 5


TAXABLE YEAR SCHEDULE

2021 California Adjustments — Residents CA (540)


Important: Attach this schedule behind Form 540, Side 5 as a supporting California schedule.
Name(s) as shown on tax return SSN or ITIN

ANTHONY P & MUI S DOLIM 527755597


Part I Income Adjustment Schedule Federal Amounts Subtractions Additions
Section A – Income from federal Form 1040 or 1040-SR
A (taxable amounts from your
federal tax return)
B See instructions C See instructions

1 Wages, salaries, tips, etc. See instructions before


making an entry in column B or C . . . . . . . . . . . . . . .1 513,090.

2 Taxable interest. a 2b 2,060.


3 Ordinary dividends.
See instructions. a 222. 3b 222.
4 IRA distributions.
See instructions. a 4b
5 Pensions and
annuities. See
instructions. a 210,000. 5b 0.
6 Social security
benefits. a 6b

7 Capital gain or (loss). See instructions. . . . . . . . . . . .7 0.


Section B – Additional Income from federal Schedule 1 (Form 1040)
1 Taxable refunds, credits, or offsets of state
and local income taxes . . . . . . . . . . . . . . . . . . . . .1 0. 0.

2a Alimony received. See instructions. . . . . . . . . . . .2a

3 Business income or (loss). See instructions. . . . .3 242.

4 Other gains or (losses) . . . . . . . . . . . . . . . . . . . . .4


5 Rental real estate, royalties, partnerships,
S corporations, trusts, etc. . . . . . . . . . . . . . . . . . .5 -11,341. 4,577.

6 Farm income or (loss) . . . . . . . . . . . . . . . . . . . . .6

7 Unemployment compensation . . . . . . . . . . . . . . .7
8 Other income:
a Federal net operating loss . . . . . . . . . . . . . . . . .8a

b Gambling income. . . . . . . . . . . . . . . . . . . . . . . 8b

c Cancellation of debt . . . . . . . . . . . . . . . . . . . . . 8c
d Foreign earned income exclusion from
federal Form 2555 . . . . . . . . . . . . . . . . . . . . . . 8d

e Taxable Health Savings Account distribution . . 8e

f Alaska Permanent Fund dividends . . . . . . . . . . 8f

g Jury duty pay. . . . . . . . . . . . . . . . . . . . . . . . . . 8g

h Prizes and awards . . . . . . . . . . . . . . . . . . . . . . 8h

REV 04/20/23 PRO

For Privacy Notice, get FTB 1131 EN-SP. 175 7731214 Schedule CA (540) 2021 Side 1
Section B – Additional Income Federal Amounts Subtractions Additions
Continued A (taxable amounts from your B See instructions C See instructions
federal tax return)

i Activity not engaged in for profit income . . . . . 8i

j Stock options . . . . . . . . . . . . . . . . . . . . . . . . . . 8j
k Income from the rental of personal property
if you engaged in the rental for profit but were
not in the business of renting such property . . 8k
l Olympic and Paralympic medals and USOC
prize money . . . . . . . . . . . . . . . . . . . . . . . . . . . 8l

m IRC Section 951(a) inclusion . . . . . . . . . . . . . 8m

n IRC Section 951A(a) inclusion. . . . . . . . . . . . . 8n

o IRC Section 461(l) excess business loss adjustment 8o

p Taxable distributions from an ABLE account . . 8p


z Other income. List type and amount.

8z

9 a Total other income. Add lines 8a through 8z. 9a

b1 Disaster loss deduction from form FTB 3805V . 9b1

b2 NOL deduction from form FTB 3805V . . . . . . 9b2

b3 NOL from form FTB 3805Z, 3807, or 3809 . . 9b3


b4 Student loan discharged due to closure of a
for-profit school. . . . . . . . . . . . . . . . . . . . . . . 9b4
10 Total. Combine Section A, line 1 through line 7,
and Section B, line 1 through line 7, line 9a, and line 9b4
in column A (as applicable). Add Section A, line 1 through
line 7, and Section B, line 1 through line 7, line 9a and
line 9b1 through line 9b4 in column B and column C 504,273. 0. 4,577.
(as applicable). See instructions. . . . . . . . . . . . . . . . . .10

Section C – Adjustments to Income


from federal Schedule 1 (Form 1040)

11 Educator expenses . . . . . . . . . . . . . . . . . . . . . . .11


12 Certain business expenses of reservists, performing
artists, and fee-basis government officials. . . . . . .12

13 Health savings account deduction . . . . . . . . . . .13


14 Moving expenses. Attach form FTB 3913.
See instructions . . . . . . . . . . . . . . . . . . . . . . . . .14
15 Deductible part of self-employment tax.
See instructions. . . . . . . . . . . . . . . . . . . . . . . . .15

16 Self-employed SEP, SIMPLE, and qualified plans. .16


17 Self-employed health insurance deduction.
See instructions. . . . . . . . . . . . . . . . . . . . . . . . .17

Side 2 Schedule CA (540) 2021 175 7732214 REV 04/20/23 PRO


Section C – Adjustments to Income Federal Amounts Subtractions Additions
Continued A (taxable amounts from your B See instructions C See instructions
federal tax return)

18 Penalty on early withdrawal of savings. . . . . . . . . . . 18

19 a Alimony paid. . . . . . . . . . . . . . . . . . . . . . . . . . . . 19a

b Recipient’s: SSN

Last Name

20 IRA deduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

21 Student loan interest deduction . . . . . . . . . . . . . . . . 21

22 Reserved for future use . . . . . . . . . . . . . . . . . . . . . . 22

23 Archer MSA deduction . . . . . . . . . . . . . . . . . . . . . . . 23


24 Other adjustments:
a Jury duty pay . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24a
b Deductible expenses related to income reported
on line 8k from the rental of personal property
engaged in for profit. . . . . . . . . . . . . . . . . . . . . . . 24b
c Nontaxable amount of the value of Olympic and
Paralympic medals and USOC prize money
reported on line 8l . . . . . . . . . . . . . . . . . . . . . . . . 24c

d Reforestation amortization and expenses. . . . . . . 24d


e Repayment of supplemental unemployment
benefits under the Trade Act of 1974 . . . . . . . . . . 24e
f Contributions to IRC Section 501(c)(18)(D)
pension plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24f
g Contributions by certain chaplains to
IRC Section 403(b) plans . . . . . . . . . . . . . . . . . . . 24g
h Attorney fees and court costs for actions involving
certain unlawful discrimination claims . . . . . . . . . 24h
i Attorney fees and court costs you paid in connection
with an award from the IRS for information you provided
that helped the IRS detect tax law violations. . . . . . . 24i

j Housing deduction from federal Form 2555 . . . . . 24j


k Excess deductions of IRC Section 67(e) expenses
from federal Schedule K-1 (Form 1041) . . . . . . . . 24k
z Other adjustments. List type and amount.

24z
25 Total other adjustments. Add lines 24a through
24z . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
26 Add line 11 through line 23 and line 25 in
columns A, B, and C. See instructions . . . . . . . . . . . 26
27 Total. Subtract line 26 from line 10 in
columns A, B, and C. See instructions . . . . . . . . . . . 27 504,273. 0. 4,577.
REV 04/20/23 PRO

175 7733214 Schedule CA (540) 2021 (REV 02-23) Side 3


Part II Adjustments to Federal Itemized Deductions

Check the box if you did NOT itemize for federal but will itemize for California . . . . . . . . . . .
Federal Amounts Subtractions Additions
A (from federal Schedule A B See instructions C See instructions
(Form 1040))
Medical and Dental Expenses See instructions.
1 Medical and
dental expenses . . . . 1
2 Enter amount from
federal Form 1040
or 1040-SR, line 11. . 504,273. 2
3 Multiply line 2
by 7.5% (0.075) . . . . 37,820. 3
4 Subtract line 3 from line 1.
If line 3 is more than line 1, enter 0 . . . . . . . . . . . . . .4
Taxes You Paid
5 a State and local income tax or general sales taxes. .5a 46,117. 46,117.

b State and local real estate taxes . . . . . . . . . . . . . . .5b 14,936.

c State and local personal property taxes . . . . . . . . .5c 955.

d Add line 5a through line 5c. . . . . . . . . . . . . . . . . . .5d 62,008.


e Enter the smaller of line 5d or $10,000 ($5,000 if
married filing separately) in column A.
Enter the amount from line 5a, column B
in line 5e, column B.
Enter the difference from line 5d and line 5e,
column A in line 5e, column C . . . . . . . . . . . . . . . .5e 10,000. 46,117. 52,008.

6 Other taxes. List type 6

7 Add line 5e and line 6 . . . . . . . . . . . . . . . . . . . . . . . . .7 10,000. 46,117. 52,008.


Interest You Paid
8 a Home mortgage interest and points reported to
you on federal Form 1098 . . . . . . . . . . . . . . . . . . .8a 22,062.
b Home mortgage interest not reported to you
on federal Form 1098 . . . . . . . . . . . . . . . . . . . . . . .8b

c Points not reported to you on federal Form 1098. .8c

d Mortgage insurance premiums . . . . . . . . . . . . . . .8d

e Add line 8a through line 8d . . . . . . . . . . . . . . . . . .8e 22,062.

9 Investment interest. . . . . . . . . . . . . . . . . . . . . . . . . . .9

10 Add line 8e and line 9 . . . . . . . . . . . . . . . . . . . . . . . .10 22,062.

Side 4 Schedule CA (540) 2021 175 7734214 REV 04/20/23 PRO


Part II Adjustments to Federal Itemized Deductions Federal Amounts Subtractions Additions
Continued
A (from federal Schedule A B See instructions C See instructions
(Form 1040))
Gifts to Charity
11 Gifts by cash or check. . . . . . . . . . . . . . . . . . . . . . . .11 4,225.

12 Other than by cash or check. . . . . . . . . . . . . . . . . . .12

13 Carryover from prior year. . . . . . . . . . . . . . . . . . . . .13

14 Add line 11 through line 13 . . . . . . . . . . . . . . . . . . .14 4,225.


Casualty and Theft Losses
15 Casualty or theft loss(es) (other than net qualified disaster
losses). Attach federal Form 4684. See instructions . .15

Other Itemized Deductions


16 Other—from list in federal instructions.. . . . . . . . . .16
17 Add lines 4, 7, 10, 14, 15, and 16 in
columns A, B, and C. . . . . . . . . . . . . . . . . . . . . . . . .17 36,287. 46,117. 52,008.

18 Total. Combine line 17 column A less column B plus column C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 42,178.


Job Expenses and Certain Miscellaneous Deductions

19 Unreimbursed employee expenses - job travel, union dues, job education, etc.
Attach federal Form 2106 if required. See instructions . . . . . . . . . . . . . . . . . . . . . . . 19

20 Tax preparation fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20


21 Other expenses - investment, safe deposit
box, etc. List type . . . . . . . . . . . . . . . . . . . . . . 21 0.

22 Add line 19 through line 21 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 0.


23 Enter amount from federal Form 1040
or 1040-SR, line 11 . . . . . . . . . . . . . . . . . . . . 504,273.

24 Multiply line 23 by 2% (0.02). If less than zero, enter 0. . . . . . . . . . . . . . . . . . . . . . . 24 10,085.

25 Subtract line 24 from line 22. If line 24 is more than line 22, enter 0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 0.

26 Total Itemized Deductions. Add line 18 and line 25 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 42,178.

27 Other adjustments. See instructions. Specify. 27

28 Combine line 26 and line 27 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 42,178.

29 Is your federal AGI (Form 540, line 13) more than the amount shown below for your filing status?
Single or married/RDP filing separately . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $212,288
Head of household . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $318,437
Married/RDP filing jointly or qualifying widow(er) . . . . . . . . . . . . . . . . . . . . . . . . . $424,581
No. Transfer the amount on line 28 to line 29.
Yes. Complete the Itemized Deductions Worksheet in the instructions for Schedule CA (540), line 29 . . . . . . . . . . . 29 37,396.

30 Enter the larger of the amount on line 29 or your standard deduction listed below
Single or married/RDP filing separately. See instructions . . . . . . . . . . . . . . . . . . . . . $4,803
Married/RDP filing jointly, head of household, or qualifying widow(er) . . . . . . . . . . . $9,606
Transfer the amount on line 30 to Form 540, line 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 37,396.
REV 04/20/23 PRO

175 7735214 Schedule CA (540) 2021 Side 5


TAXABLE YEAR SCHEDULE
California Capital Gain or Loss Adjustment
2021 Do not complete this schedule if all of your California gains (losses) are the same as your federal gains (losses). D (540)
Name(s) as shown on return SSN or ITIN

ANTHONY P & MUI S DOLIM 527755597


(a) (b) (c) (d) (e)
Description of property Sales price Cost or other basis Loss Gain
Example: 100 shares of “Z” Co. If (c) is more than (b), If (b) is more than (c),
1 subtract (b) from (c) subtract (c) from (b)

a HOME SALE GAIN REALIZED 3,875,000. 3,375,000. 500,000.

b SECTION 121 EXCLUSION -500,000.

2 Net gain or (loss) shown on California Schedule(s) K-1 (100S, 541, 565, and 568). . . . . . . . . . 2

3 Capital gain distributions (federal Form 1099-DIV, box 2a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

4 Total 2021 gains from all sources. Add column (e) amounts of line 1, line 2, and line 3 . . . . . . . . . . . . . . . . . . . . . . 4 0.

5 2021 loss. Add column (d) amounts of line 1 and line 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5( )

6 California capital loss carryover from 2020, if any. See instructions. . . . . . . . . . . . . . . . . . . . 6( )

7 Total 2021 loss. Add line 5 and line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7( )

For Privacy Notice, get FTB 1131 EN-SP. 175 7761214 REV 04/20/23 PRO Schedule D (540) 2021 Side 1
8 Net gain or loss. Combine line 4 and line 7. If a loss, go to line 9. If a gain, go to line 10 . . . . . . . . . . . . . . . . . . . . . . 8 0.

9 If line 8 is a loss, enter the smaller of: a the loss on line 8.

b $3,000 ($1,500 if married/RDP filing separate). See instructions . . . . . 9 ( )

10 Enter the gain or (loss) from federal Form 1040 or 1040-SR, line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 0.

11 Enter the California gain from line 8 or (loss) from line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 0.

12 a If line 10 is more than line 11, enter the difference here and on Schedule CA (540), Part I,
Section A, line 7, column B . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12a

b If line 10 is less than line 11, enter the difference here and on Schedule CA (540), Part I,
Section A, line 7, column C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12b 0.

Side 2 Schedule D (540) 2021 175 7762214 REV 04/20/23 PRO


TAXABLE YEAR CALIFORNIA FORM

2021 Passive Activity Loss Limitations 3801


Attach to Form 540, Form 540NR, Form 541, or Form 100S.
Name(s) as shown on tax return SSN, ITIN, FEIN, or CA corporation no.
ANTHONY P & MUI S DOLIM 527755597
Part I 2021 Passive Activity Loss
See the instructions for Part IV and Part VI for federal Form 8582, Passive Activity Loss Limitations, before completing Part I.
Be sure to use California amounts.

Rental Real Estate Activities with Active Participation

1a Activities with net income from Part IV, column (a) . . . . . . . . . . . . . . . . . . . . . 1a 4,977. 00

1b Activities with net loss from Part IV, column (b). . . . . . . . . . . . . . . . . . . . . . . . 1b ( -82,798.) 00

1c Prior year unallowed losses from Part IV, column (c). . . . . . . . . . . . . . . . . . . . 1c ( ) 00

1d Combine line 1a, line 1b, and line 1c. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1d -77,821. 00


All Other Passive Activities

2a Activities with net income from Part V, column (a) . . . . . . . . . . . . . . . . . . . . . . 2a 00

2b Activities with net loss from Part V, column (b) . . . . . . . . . . . . . . . . . . . . . . . . 2b ( ) 00

2c Prior year unallowed losses from Part V, column (c). . . . . . . . . . . . . . . . . . . . . 2c ( ) 00

2d Combine line 2a, line 2b, and line 2c. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2d 00


3 Combine line 1d and line 2d. If the result is net income or zero, see the instructions for line 3. If line 3 and
line 1d are losses, go to line 4. Otherwise, enter -0- on line 9 and go to line 10. See instructions . . . . . . . . . . . . . 3 -77,821. 00
Part II Special Allowance for Rental Real Estate Activities with Active Participation
Enter all numbers in Part II as positive amounts. See instructions.

4 Enter the smaller of losses from line 1d or line 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 77,821. 00

5 Enter $150,000. If married/RDP filing a separate tax return, see instructions. . 5 150,000. 00
6 Enter federal modified adjusted gross income, but not less than zero.
See instructions.
If line 6 is greater than or equal to line 5, skip line 7 and line 8, enter -0-
on line 9, and then go to line 10. Otherwise, go to line 7 . . . . . . . . . . . . . . . . . 6 504,273. 00

7 Subtract line 6 from line 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 00

8 Multiply line 7 by 50% (.50). Do not enter more than $25,000. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 00

9 Enter the smaller of line 4 or line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 0. 00

Part III Total Losses Allowed

10 Add the income, if any, from line 1a and line 2a and enter the total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 4,977. 00

11 Total losses allowed from all passive activities for 2021. Add line 9 and line 10 . . . . . . . . . . . . . . . . . . . . . . . . 11 4,977. 00
See the instructions on Page 2 to find out how to report the losses on your tax return.

For Privacy Notice, get FTB 1131 EN-SP. 175 7451214 REV 04/20/23 PRO FTB 3801 2021 Side 1
TAXABLE YEAR
Depreciation and CALIFORNIA FORM

2021 Amortization Adjustments 3885A


Do not complete this form if your California depreciation amounts are the same as federal amounts.
Name(s) as shown on tax return SSN or ITIN

ANTHONY P & MUI S DOLIM 527755597


Part I Identify the Activity as Passive or Nonpassive. (See instructions.) Business or activity to which form FTB 3885A relates

1 □ This form is being completed for a passive activity.


□ This form is being completed for a nonpassive activity. 25635 N RANCH GATE ROAD
Part II Election to Expense Certain Tangible Property (IRC Section 179).
2 Enter the amount from line 12 of the Tangible Property Expense Worksheet in the instructions . . . . . . . . . . . . . . . . 2

Part III Depreciation (a) (b) (c) (d) (e) (f)


Description of property Date placed in California basis Method Life or California
placed in service service for depreciation rate depreciation deduction
mm/dd/yyyy

3 RENTAL PROPERTY 01/01/2021 532,000. SL 27.5 18,539.


IMPROVEMENT 01/01/2021 7,805. SL 39.0 192.

4 Add the amounts on line 3, column (f) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 18,731.


5 California depreciation for assets placed in service prior to 2021 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 0.
6 Total California depreciation from this activity. Add the amounts on line 2, line 4, and line 5 . . . . . . . . . . . . . . . . . . . . . . 6 18,731.
7 Total federal depreciation from this activity. Enter depreciation from federal Form 4562, line 22 . . . . . . . . . . . . . . . . . . . 7 18,799.
8 a If line 6 is more than line 7, enter the difference here and see instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a
b If line 6 is less than line 7, enter the difference here and see instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8b 68.

Part IV Amortization (a) (b) (c) (d) (e) (f)


Description of cost Date amortization California basis Code Period or California
begins for amortization section percentage amortization deduction
mm/dd/yyyy

10 Total California amortization from this activity. Add the amounts on line 9, column (f) . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 California amortization of costs that began before 2021 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Total California amortization from this activity. Add the amounts on line 10 and line 11. . . . . . . . . . . . . . . . . . . . . . . . . . 12
13 Total federal amortization from this activity. Enter amortization from federal Form 4562, line 44. . . . . . . . . . . . . . . . . . . 13
14 a If line 12 is more than line 13, enter the difference here and see instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14a
b If line 12 is less than line 13, enter the difference here and see instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14b

For Privacy Notice, get FTB 1131 EN-SP. 175 7631214 REV 04/20/23 PRO FTB 3885A 2021
TAXABLE YEAR
Depreciation and CALIFORNIA FORM

2021 Amortization Adjustments 3885A


Do not complete this form if your California depreciation amounts are the same as federal amounts.
Name(s) as shown on tax return SSN or ITIN

ANTHONY P & MUI S DOLIM 527755597


Part I Identify the Activity as Passive or Nonpassive. (See instructions.) Business or activity to which form FTB 3885A relates

1 □ This form is being completed for a passive activity.


□ This form is being completed for a nonpassive activity. 7347 E OVERLOOK DR
Part II Election to Expense Certain Tangible Property (IRC Section 179).
2 Enter the amount from line 12 of the Tangible Property Expense Worksheet in the instructions . . . . . . . . . . . . . . . . 2

Part III Depreciation (a) (b) (c) (d) (e) (f)


Description of property Date placed in California basis Method Life or California
placed in service service for depreciation rate depreciation deduction
mm/dd/yyyy

3 REMODEL 07/16/2021 42,363. SL 39.0 498.


RENTAL PROPERTY 07/16/2021 258,437. SL 27.5 4,307.

4 Add the amounts on line 3, column (f) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 4,805.


5 California depreciation for assets placed in service prior to 2021 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 0.
6 Total California depreciation from this activity. Add the amounts on line 2, line 4, and line 5 . . . . . . . . . . . . . . . . . . . . . . 6 4,805.
7 Total federal depreciation from this activity. Enter depreciation from federal Form 4562, line 22 . . . . . . . . . . . . . . . . . . . 7 5,719.
8 a If line 6 is more than line 7, enter the difference here and see instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a
b If line 6 is less than line 7, enter the difference here and see instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8b 914.

Part IV Amortization (a) (b) (c) (d) (e) (f)


Description of cost Date amortization California basis Code Period or California
begins for amortization section percentage amortization deduction
mm/dd/yyyy

10 Total California amortization from this activity. Add the amounts on line 9, column (f) . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 California amortization of costs that began before 2021 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Total California amortization from this activity. Add the amounts on line 10 and line 11. . . . . . . . . . . . . . . . . . . . . . . . . . 12
13 Total federal amortization from this activity. Enter amortization from federal Form 4562, line 44. . . . . . . . . . . . . . . . . . . 13
14 a If line 12 is more than line 13, enter the difference here and see instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14a
b If line 12 is less than line 13, enter the difference here and see instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14b

For Privacy Notice, get FTB 1131 EN-SP. 175 7631214 REV 04/20/23 PRO FTB 3885A 2021
California Worksheets Attach Side 2 to your California tax return.

California Passive Activity Worksheet (See General Instructions for Step 1.)
Use this worksheet to figure California income (loss) from passive activities before application of passive activity loss (PAL) rules.
(a) (b) (c) (d) (e) (f)
Passive Activity Federal Schedule California Schedule Federal Amount California Adjustment California Amount
Enter a description of Enter the name of Enter the name of Enter your current year Enter any adjustment Combine column (d)
the activity the federal form or the California form or federal net income resulting from and column (e)
schedule on which you schedule, if any, used to (loss) before application differences in federal
reported the activity calculate the California of the PAL rules and California law
adjustment
22 LAKE VIEW DR SCH E N/A -2,328. 0. -2,328.
25635 N RANCH GATE ROAD SCH E FTB 3885A -32,876. 68. -32,808.
7760 E HARTFORD DR SCH E N/A -24,514. 0. -24,514.
8207 E DEL CUARZO DR SCH E N/A 4,977. 0. 4,977.
7347 E OVERLOOK DR SCH E FTB 3885A -19,829. 914. -18,915.
7349 E WHISTLING WIND WAY SCH E N/A -4,233. 0. -4,233.

California Adjustment Worksheets (See General Instructions for Step 4.)


Use these worksheets to figure your California adjustments after application of the PAL rules.
(a) (b) (c) (d) (e)
Activities Passive or Nonpassive California Amount Federal Amount California Adjustment
Enter a description Enter the character of Enter the California net Enter the federal net Subtract the Total amount of column (d) from
of the activity. Group the activity as passive income (loss) from the income (loss) from the the Total amount of column (c) and enter the
activities by the federal or nonpassive for activity after application activity after application difference in column (e) below. Individuals
schedules on which California purposes of the PAL rules of the PAL rules should transfer this amount to
they were reported Schedule CA (540 or 540NR) as follows:

(a) (b) (c) (d) (e)


Schedule C Activities Passive or Nonpassive California Amount Federal Amount California Adjustment
PROPERTY MANAGEMENT NONPASSIVE 242. 242. If the amount below is positive, transfer the
amount to Sch. CA (540), Part I or Sch. CA
(540NR), Part II, Section B, line 3, column C.

If the amount below is negative, transfer the amount


to Sch. CA (540), Part I or Sch. CA (540NR), Part II,
Section B, (as a positive amount) line 3, column B.
Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1(c) 242. 1(d)* 242. 1(e) 0.
(a) (b) (c) (d) (e)
Schedule E Activities Passive or Nonpassive California Amount Federal Amount California Adjustment
22 LAKE VIEW DR, TRABUCO CANYON, CA 92679 PASSIVE -140. -2,026. If the amount below is positive, transfer the
1009 8TH ST, MANHATTAN BEACH, CA 90266 NONPASSIVE -6,764. -11,341. amount to Sch. CA (540), Part I or Sch. CA
25635 N RANCH GATE ROAD, SCOTTSDALE, AZ 85255 PASSIVE -1,972. -1,191. (540NR), Part II, Section B, line 5, column C.
7760 E HARTFORD DR, SCOTTSDALE, AZ 85255 PASSIVE -1,474. -888.
8207 E DEL CUARZO DR, SCOTTSDALE, AZ 85258 PASSIVE 4,977. 4,977. If the amount below is negative, transfer the amount
7347 E OVERLOOK DR, SCOTTSDALE, AZ 85255 PASSIVE -1,137. -718. to Sch. CA (540), Part I or Sch. CA (540NR), Part II,
7349 E WHISTLING WIND WAY, SCOTTSDALE, AZ 85255 PASSIVE -254. -154. Section B, (as a positive amount) line 5, column B.
Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2(c) -6,764. 2(d)** -11,341. 2(e) 4,577.
(a) (b) (c) (d) (e)
Schedule F Activities Passive or Nonpassive California Amount Federal Amount California Adjustment
If the amount below is positive, transfer the
amount to Sch. CA (540), Part I or Sch. CA
(540NR), Part II, Section B, line 6, column C.

If the amount below is negative, transfer the amount


to Sch. CA (540), Part I or Sch. CA (540NR), Part II,
Section B, (as a positive amount) line 6, column B.
Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3(c) 3(d)*** 3(e)
* This amount should be the same as the amount reported on Sch. CA (540), Part I or Sch. CA (540NR), Part II, Section B, line 3, column A.
** This amount should be the same as the amount reported on Sch. CA (540), Part I or Sch. CA (540NR), Part II, Section B, line 5, column A.
*** This amount should be the same as the amount reported on Sch. CA (540), Part I or Sch. CA (540NR), Part II, Section B, line 6, column A.

Side 2 FTB 3801 2021 175 7452214 REV 04/20/23 PRO


CALIFORNIA COPY

Form 8824 Like-Kind Exchanges


(and section 1043 conflict-of-interest sales)
OMB No. 1545-1190

2021
a Attach
to your tax return.
Department of the Treasury Attachment
Internal Revenue Service a Go to www.irs.gov/Form8824 for instructions and the latest information. Sequence No. 109
Name(s) shown on tax return Identifying number
ANTHONY P & MUI S DOLIM 527-75-5597
Part I Information on the Like-Kind Exchange
Note: Generally, only real property should be described on lines 1 and 2. However, you may describe personal property transferred
prior to January 1, 2018, as part of an exchange subject to the like-kind exchange transition rule described in the instructions, and/or
real property on lines 1 and 2, if you are filing this form to report the disposition of property exchanged in a previously reported related
party like-kind exchange. If the property described on line 1 or line 2 is real or personal property located outside the United States,
indicate the country.
1 Description of like-kind property given up:
1009 8TH STREET MANHATTAN BEACH CA 90266

2 Description of like-kind property received:


7760 E HARTFORD DR SCOTTSDALE AZ 85255,8207 E DEL
CUARZO DRIVE SCOTTSDALE AZ 85258,7349 E WHISTLING WIND WAY SCOTTSDALE AZ 85255,7347 E OVERLOOK,SCOTTSDALE AZ 85255

3 Date like-kind property given up was originally acquired (month, day, year) . . . . . . . . . 3 05/06/2010

4 Date you actually transferred your property to the other party (month, day, year) . . . . . . . 4 06/15/2021

5 Date like-kind property you received was identified by written notice to another party (month, day,
year). See instructions for 45-day written identification requirement . . . . . . . . . . . . 5 06/15/2021

6 Date you actually received the like-kind property from other party (month, day, year). See instructions 6 07/16/2021

7 Was the exchange of the property given up or received made with a related party, either directly or indirectly
(such as through an intermediary)? See instructions. If “Yes,” complete Part II. If “No,” go to Part III . . . Yes No
Note: Do not file this form if a related party sold property into the exchange, directly or indirectly (such as through an intermediary); that
property became your replacement property; and none of the exceptions on line 11 applies to the exchange. Instead, report the disposition
of the property as if the exchange had been a sale. If one of the exceptions on line 11 applies to the exchange, complete Part II.

Part II Related Party Exchange Information


8 Name of related party Relationship to you Related party’s identifying number

Address (no., street, and apt., room, or suite no.; city or town; state; and ZIP code)

9 During this tax year (and before the date that is 2 years after the last transfer of property that was part of
the exchange), did the related party sell or dispose of any part of the like-kind property received from you
(or an intermediary) in the exchange? . . . . . . . . . . . . . . . . . . . . . . . Yes No

10 During this tax year (and before the date that is 2 years after the last transfer of property that was part of
the exchange), did you sell or dispose of any part of the like-kind property you received? . . . . . . Yes No

If both lines 9 and 10 are “No” and this is the year of the exchange, go to Part III. If both lines 9 and 10 are “No” and this is not
the year of the exchange, stop here. If either line 9 or line 10 is “Yes,” complete Part III and report on this year’s tax return the
deferred gain or (loss) from line 24 unless one of the exceptions on line 11 applies.

11 If one of the exceptions below applies to the disposition, check the applicable box.

a The disposition was after the death of either of the related parties.

b The disposition was an involuntary conversion, and the threat of conversion occurred after the exchange.

c You can establish to the satisfaction of the IRS that neither the exchange nor the disposition had tax avoidance as one of
its principal purposes. If this box is checked, attach an explanation. See instructions.
For Paperwork Reduction Act Notice, see the instructions. Form 8824 (2021)
REV 04/20/23 PRO
175
Form 8824 (2021) Page 2
Name(s) shown on tax return. Do not enter name and social security number if shown on other side. Your social security number
ANTHONY P & MUI S DOLIM 527-75-5597
Part III Realized Gain or (Loss), Recognized Gain, and Basis of Like-Kind Property Received
Caution: If you transferred and received (a) more than one group of like-kind properties, or (b) cash or other (not like-kind) property,
see Reporting of multi-asset exchanges in the instructions.
Note: Complete lines 12 through 14 only if you gave up property that was not like-kind. Otherwise, go to line 15.
12 Fair market value (FMV) of other property given up. See instructions . . . 12
13 Adjusted basis of other property given up . . . . . . . . . . . . 13
14 Gain or (loss) recognized on other property given up. Subtract line 13 from line 12. Report the gain or
(loss) in the same manner as if the exchange had been a sale . . . . . . . . . . . . . 14
Caution: If the property given up was used previously or partly as a home, see Property used as
home in the instructions.
15 Cash received, FMV of other property received, plus net liabilities assumed by other party, reduced
(but not below zero) by any exchange expenses you incurred. See instructions . . . . . . . . 15 0.
16 FMV of like-kind property you received . . . . . . . . . . . . . . . . . . . . . 16 3,513,000.
17 Add lines 15 and 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 3,513,000.
18 Adjusted basis of like-kind property you gave up, net amounts paid to other party, plus any exchange
expenses not used on line 15. See instructions . . . . . . . . . . . . . . . . . . 18 2,480,751.
19 Realized gain or (loss). Subtract line 18 from line 17 . . . . . . . . . . . . . . . . 19 1,032,249.
20 Enter the smaller of line 15 or line 19, but not less than zero . . . . . . . . . . . . . . 20 0.
21 Ordinary income under recapture rules. Enter here and on Form 4797, line 16. See instructions . . 21
22 Subtract line 21 from line 20. If zero or less, enter -0-. If more than zero, enter here and on Schedule D
or Form 4797, unless the installment method applies. See instructions . . . . . . . . . . . 22 0.
23 Recognized gain. Add lines 21 and 22 . . . . . . . . . . . . . . . . . . . . . 23 0.
24 Deferred gain or (loss). Subtract line 23 from line 19. If a related party exchange, see instructions . . 24 1,032,249.
25 Basis of like-kind property received. Subtract line 15 from the sum of lines 18 and 23. See instructions 25 2,480,751.
Part IV Deferral of Gain From Section 1043 Conflict-of-Interest Sales
Note: This part is to be used only by officers or employees of the executive branch of the federal government or judicial officers of the
federal government (including certain spouses, minor or dependent children, and trustees as described in section 1043) for reporting
nonrecognition of gain under section 1043 on the sale of property to comply with the conflict-of-interest requirements. This part can
be used only if the cost of the replacement property is more than the basis of the divested property.
26 Enter the number from the upper right corner of your certificate of divestiture. (Do not attach a
copy of your certificate. Keep the certificate with your records.) . . . . . . . . . . a

27 Description of divested property a

28 Description of replacement property a

29 Date divested property was sold (month, day, year) . . . . . . . . . . . . . . . . . 29

30 Sales price of divested property. See instructions . . . . . . . . . 30

31 Basis of divested property . . . . . . . . . . . . . . . . . 31


32 Realized gain. Subtract line 31 from line 30 . . . . . . . . . . . . . . . . . . . 32

33 Cost of replacement property purchased within 60 days after date of sale . 33


34 Subtract line 33 from line 30. If zero or less, enter -0- . . . . . . . . . . . . . . . . 34

35 Ordinary income under recapture rules. Enter here and on Form 4797, line 10. See instructions . . 35

36 Subtract line 35 from line 34. If zero or less, enter -0-. If more than zero, enter here and on Schedule D
or Form 4797. See instructions . . . . . . . . . . . . . . . . . . . . . . . . 36

37 Deferred gain. Subtract the sum of lines 35 and 36 from line 32 . . . . . . . . . . . . . 37

38 Basis of replacement property. Subtract line 37 from line 33 . . . . . . . . . . . . . 38


REV 04/20/23 PRO Form 8824 (2021)
ANTHONY P & MUI S DOLIM 527-75-5597 1

Additional information from your 2021 California Tax Return

SMART WORKSHEET FOR: Form 8824 : Like-Kind Exchanges


Summary Smart Wks, Line A Itemization Statement
Description Amount
E HARTFORD DR SCOTTSDALE AZ 85255 1,150,000.
8207 E DEL CUARZO DRIVE SCOTTSDALE AZ 85258 818,000.
7349 E WHISTLING WIND WAY SCOTTSDALE AZ 85255 825,000.
7347 E OVERLOOK SCOTTSDALE AZ 85255 720,000.
Total 3,513,000.

SMART WORKSHEET FOR: Form 8824 : Like-Kind Exchanges


Summary Smart Wks, Line B Itemization Statement
Description Amount
8207 E DEL CUARZO DRIVE SCOTTSDALE AZ 85258 504,000.
7349 E WHISTLING WIND WAY SCOTTSDALE AZ 85255 512,500.
7347 E OVERLOOK SCOTTSDALE AZ 85255 455,000.
Total 1,471,500.

SMART WORKSHEET FOR: Form 8824 : Like-Kind Exchanges


Summary Smart Wks, Line G Itemization Statement
Description Amount
SELL PRICE 3,875,000.
PRIMARY RESIDENCE HOME SALE EXCLUSION -500,000.
Total 3,375,000.

SMART WORKSHEET FOR: Form 8824 : Like-Kind Exchanges


Summary Smart Wks, Line N Itemization Statement
Description Amount
1009 8TH STREET-POLICY ADJUSTMENT 1,909.
1009 8TH STREET-RECORDING FEE 95.
1009 8TH STREET-ESCROW ADVANCE BALANCE 2.
1009 8TH STREET-COMMISSION 58,125.
1009 8TH STREET-COMMISSION 19,375.
1009 8TH STREET-NATURAL HAZARD DISCLOSURE REPORT 50.
1009 8TH STREET-HOME WARRANTY 630.
1009 8TH STREET-NOTARY SERVICES 30.
1009 8TH STREET-TITLE INSURANCE 2,995.
1009 8TH STREET-SUB ESCROW 63.
1009 8TH STREET-WIRE FEE 15.
1009 8TH STREET-TRANSFER TX 4,263.
1009 8TH STREET-ESCROW FEE 8,201.
1009 8TH STREET-30% ESCROW DISCOUNT -2,460.
ANTHONY P & MUI S DOLIM 527-75-5597 2

SMART WORKSHEET FOR: Form 8824 : Like-Kind Exchanges


Summary Smart Wks, Line N Itemization Statement
Description Amount
7760 E HARTFORD-ESCROW FEE 714.
7760 E HARTFORD-HOA RUSH FEE 100.
7760 E HARTFORD-AMCOR RUSH FEE 100.
8207 E DEL CUARZO-ADMINSTRATION FEE 76.
8207 E DEL CUARZO-LOAN FEE&DISCOUNT 10,080.
8207 E DEL CUARZO-UNDERWRITING FEE 1,395.
8207 E DEL CUARZO-CREDIT REPORT 47.
8207 E DEL CUARZO-LENDER POLICY 1,220.
8207 E DEL CUARZO-CPL FEE 25.
8207 E DEL CUARZO-NOTARY FEE 150.
8207 E DEL CUARZO-DOCUMENT DELIVERY FEE 25.
8207 E DEL CUARZO-CLOSING FEE 639.
8207 E DEL CUARZO-ENDORSEMENT 50.
8207 E DEL CUARZO-ENDORSEMENT 75.
8207 E DEL CUARZO-ENDORSEMENT 50.
8207 E DEL CUARZO-RECORDING SERVICE FEE 38.
7347 E OVERLOOK-ADMINSTRATION FEE 76.
7347 E OVERLOOK-ORIGINATION FEE 4,550.
7347 E OVERLOOK-UNDERWRITING FEE 1,695.
7347 E OVERLOOK-POINTS 3,413.
7347 E OVERLOOK-CREDIT REPORT 47.
7347 E OVERLOOK-LENDER POLICY 823.
7347 E OVERLOOK-ENVIRONMENTAL PROTECTION LIEN 100.
7347 E OVERLOOK-TITLE 100.
7347 E OVERLOOK-TITLE 100.
7347 E OVERLOOK-TITLE LETTER 25.
7347 E OVERLOOK-TITLE ESCROW FEE 624.
7347 E OVERLOOK-COMMUNITY ENHANCEMENT FEE 3,600.
7347 E OVERLOOK-NOTARY FEE 150.
7349 E WHISTLING-ADMINISTRATION FEE 76.
7349 E WHISTLING-UNDERWRITER FEE 1,395.
7349 E WHISTLING-LOAN DISCOUNT FEE 3,864.
7349 E WHISTLING-POINTS 5,153.
7349 E WHISTLING-CREDIT REPORT 47.
7349 E WHISTLING-NOTARY FEE 150.
7349 E WHISTLING-ESCROW FEE 300.
7349 E WHISTLING-CLOSING PROTECTION LETTER 5.
7349 E WHISTLING-ESCROW FEE 775.
7349 E WHISTLING-ALTA ENDORSEMENT 9-06 100.
7349 E WHISTLING-LENDER'S TITLE INSURANCE 1,178.
ANTHONY P & MUI S DOLIM 527-75-5597 3

SMART WORKSHEET FOR: Form 8824 : Like-Kind Exchanges


Summary Smart Wks, Line N Itemization Statement
Description Amount
7349 E WHISTLING-ALTA 100.
7349 E WHISTLING-CLTA 100.
7349 E WHISTLING-RECONVEYANCE FEE 100.
7349 E WHISTLING-RECORDING FEE 50.
7349 E WHISTLING-HOA ENHANCEMENT FEE 2,063.
TRAVEL EXPENSE FOR BUYING THE FOUR NEW HOMES 6,143.
Total 144,979.

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