Dec 31 08 11:S7p = Global Solutions 404-4202389 p-60 Page 17 SECTION 1 - Home Office Utilities $540 Repairs Mortgage Interest $24,000 Mort ins premium RE Taxes Homeowners/Renters Ins $180 Other Expense Casualty Loss Excess Mort Interest Prior Year Expense Home Depreciation Vehicle Mileage Exp $13,859 Assets Depreciation $3600 Inventory Supplies $1257 Qwest Services $2232 Professional License $50 Advertising $560 Travel $1500 Meals $210Dec 31 08 11:S7p = Global Solutions 404-4202389 p-61 Page 18 SECTION 1 (Cont) Insurance Bldg & Land Rental $1980 Professional Fees Commissions Contract Labor Repairs & Maint. ; Business Utilities 7 Other Office Expense Miscellaneous Expense SECTION 2 Property Rentals Oil Leases Patents & Copyrights SECTION 3 Farm & Farm Equip Rental SECTION 4 Business Taxes 66Dec 31 08 11:58p = Global Solutions 404-4202389 p-62 Page 19 SECTION 5 OTHER Deductions & Credits NOW WE DEAL WITH PERSONAL IN- COME SECTION 1 W-2 Information SECTION 2 Investment Taxes—1099 B Interest Taxes—1099 INT Dividend Taxes—1099 DIV SECTION 3 Interest & Dividends 1099 OID SECTION 4 Other Common Income éiDec 31 08 11:58p = Global Solutions 404-4202389 p-63 Page 20 SECTION 5 Stocks/Mutual Funds etc. SECTION 6 Retirement SECTION 7 Schedule K-1 & Schedule Q SECTION 8 Less Common Income By now you should see just how thorough TurboTax is and how it captures the OID infor- mation. It is all integrated with all the taxes one is purported to be liable for. It is time to actually fill out the OID Forms and see the results. You will have one page (3 Forms) of OID for each of the Mortgage, each credit card, and Form for the checking account. You will also 4Dec 31 08 11:S8p = Global Solutions 404-4202389 p-64 Page 21 have a matching 1099 A for each OID, and two t 1096 Forms, plus several 1040 V Forms. We will use the following Account Num- bers: Mortgage — Wells Fargo Bank i EIN 90-1234567 : Acct No. 9987064532 Checking Acct. No. 471091007654 Bank Name: Key Bank EIN 90 90-8901234 Chase card $5000 #4640182033645679 EIN 90-2345678 CapitolOne $10,000 #4559541600736270 EIN 90-7890129 Social Security @ $880 Mth = $10560 EIN 38-1798424****Dec 31 08 11:S8p = Global Solutions 404-4202389 p-65 from om mSporp om ea Page 22 HOW TO OID YOUR WAGES 1099 OJD FORM PAYER’S NAME - Your employer RECIPIENT’S ID - Your SS with dashes RECIPIENT - Strawman ACCOUNT # - Your employee or badge # or SS# BLOCK 1 - Gross earnings BLOCK 2 - Leave Blank BLOCK 3 - Leave Blank BLOCK 4 - Enter Block 1 figure BLOCK 5 - Enter: “Pay to United States Treas ury, 1040 V attached, earnings You will need to fill out a separate OID Form for each withholding; FICA, Medicare, Social Security, ete. OK. YOU NOW HAVE ENOUGH INFORMA- TION TO PROCESS 1099 OIDS. PLEASE USE DISCRETION AND ACT ACCORDINGLYDec 31 08 11:58p = Global Solutions 404-4202389 Pe Page 23 - PUBLICATION 1 CREDIT CARD OID LOGIC EXAMPLE Here is how the OID process should work. l EXAMPLE 1 LLet’s assume you just got a new Credit Card with a $5000 limit. THIS YEAR OID the limit $5000 NOTE: YOU CAN ONLY OID OID the interest $1450 THE LIMIT ONCE. TOTAL OID $6450 NEXT YEAR ‘You use $4756 “credit” OID the credit used $4756 OID the interest TOTAL OID When you get the refund pay off the balance due $4756 Net to you $1379.24 EXAMPLE 2 Let's assume you have a $5000 limit Credit Card. You have had this card for sev- eral years, Currently you do not have any balance due. It is all paid off waiting for you to use it again. THIS YEAR OID the limit of $5000 NEXT YEAR You use $3700 of your limit OID the $3700 OID the interest of $1073 (29%) TOTALOID $4773 When you get your refund pay off the balance of $3700. You would Net $1073 THE YEAR AFTER Repeat the processDec 31 08 11:59p = Global Solutions 404-4202389 p-67 Page 24 - PUBLICATION 2 1099 OID EXPLANATION PAYER = THE BANK OR LENDING INSTITUTION PAYER EIN # - (Ask them for it) RECIPIENT’S ID # - Social Security # with dashes Account # - Mortgage # or Credit Card # BLOCK 1 - Mortgage Balance or Card Limit BLOCK 2 - Interest paid to date (this year) BLOCK 3 - leave blank BLOCK 4 - Total of Block 1 & 2 BLOCK 5 - Insert: “Pay the United States Treasury, 1040V attached, Mortgage Balance” or “Credit Card Principal” 1099 A EXPLANATION LENDER - STRAWMAN (you are the source and sponsor of the credit, therefore you are the Lender. You must understand this principle so you can defend, if necessary your position) LENDER’S EIN - Social Security with dashes, (111-11-1111) BORROWER’S EIN - (Ask them for it) BORROWER’S NAME - Mortgage or Bank name & address ACCOUNT # - loan or Credit Card # BLOCK 1 - Date you signed the Contract BLOCK 2 - Current Principal Balance BLOCK 4 - Current Fair Market Value of Property If Property was foreclosed on enter the foreclosure sale price BLOCK 5 - IF you voluntarily conveyed the property back to the bank. Check YES. Otherwise check NO. BLOCK 6 - If Real Property enter address, city, state, and zip If Personal Property describe it as “Car—2007 Honda Accord” £éDec 31 08 11:SSp = Global Solutions 404-4202389 p-68 Page 25 - PUBLICATION 3 ! W-2 WAGE EARNERS PROCESS i After you receive your W-2 Statement, IF AND ONLY IF, you feel comfortable with the possibility that you might lose your job should you do this process. Afier you receive your W-2 Statement you need to have a Form W-2c and a Form W-3c. r W.2c : BLOCK a - Enter current Tax Year and “c” after W-2 7 BLOCK b - Enter Social Security § with dashes u BLOCK c - Enter a corrected SS # if applicable BLOCK d - Enter your job’s EIN # BLOCK e - Enter Strawman First name - last name BLOCK f- Enter Strawman address & zip BLOCK g - Enter your job’s address & zip BLOCK h & I - Read Instructions From your W-2 Statement enter all amounts : under the column “Previously Reported’ Under the column “Correct Information” : Enter 00.00 for every matching entry. W-3c BLOCK a - Enter a Control Number you make up BLOCK b - Leave Blank BLOCK ¢ - Enter number of Forms BLOCK 4 - Leave Blank BLOCKS e, f, g, & h - Self explanatory BLOCKS 1 THRU 19 - Enter the 00.00 figures you entered on the W-2c Form BEFORE YOU SIGN THIS FORM AND SUBMITT IT TO THE IRS YOU MUST FIRST SEND YOUR EMPLOYER A LETTER OF DISAVOWMENT. SEE PUBLICATION 4 FOR SAMPLE. AFTER YOU RECEIVE A REPLY THEN SEND THE W-2c & W-3c TO THE IRS. 67Dec 31 08 11:59p = Global Solutions 404-4202389 p-63 DO NOT STAPLE Tomes [ For Ofical Use On (OM Ho. 1546.08 4 ee Wwe 7 tae ie wae © Enso aariecion Tee sonore » ron W-3 Transmittal of Wage and Tax Statements ae 2008 ‘Send this entire page with the entire Copy A page of Form(s) W:2 to the Social Security Administration, Do nat send any payment (cash, checks, money orders, etc, with Forms W-2 and W-3, Reminder Separate instructions. See the 2008 instructions for Forms W-2 ana WS for nfrmason on compietirg tis frm. Purpose of Form ‘A Form W-8 Transmit’ is cormetes only when per Cony & of Forms) W2, Wage and Tax Statamant, ee being fed. Do no: te Fom Wa alone. bo not fie Fors W3 or Fors) W-2 that were Submited electonicaly tothe Social Secunty Admirsiation ise below At paces forme must comply wth IRS stands and De machine eadable, Photocopies ane hardeptted forme afe not Suoepable, Use a Form W-2 evan f ony one paper Form W2 Beng fed. Mate exe bath the Form W3 and Form(s) W-2 show the correct tax yea" and Employer entiation Number (IN. Bake 2 copy of ths form an keep # with Gopy D (For Employer of Forts) W2 for yor records Electronic Filing “The Social Security Administration eongy suggests erpers overt Form W-3 and W-2 Copy A seewonicaly mates of on aber, SSA provides (wo efi options: f Free fn Forme W-2 for employers who fle 20 or fewer Fors) We «© Upload a fie fer employers who use payrol/tax software to rin Form(s) W-2, the vendor sotware creates @ fle that can o€ Uploadod to SSA, For more information, go to www.socialsecuty.gov/empiover and selact “Fret Time Firs" or “Returning Files” under "BEFORE YOU FE When To File Mail ary panes Forms W-2 under cover of this Form W-9 Transmittal by March 2, 2009. Electronic file forms or upioads are filed through SSA's Butiness Services Online @SO) Internet ste land willbe on time ff suemited by March 31, 2009. Where To File Paper Forms Send this enite page withthe entire Copy A page of Forms) W-? 10: Social Security Administration Date Operations Center Wilkes-Barre, PA 18769-0001 Note, you use “Cerified Mall" tole, change the ZIP code to (3760-002 "you use an IRS-approved prvate defvery service, add SATIN: W-e Progese, 1150 E. Mountain Dr fo te adress and change the ZP codes to "16702-7097 See Punicaton 15 Croua:E, Employes Tax Guae, for 2 fet of (RS-approved private daly sarces, For Privacy Act and Paperwork Reduction Act Notice, see the back of Copy D of Form W-2. eyJan 01 09 12:00a Global Solutions 404-42023! DO NOT CUT, FOLD, OR STAPLE THIS FORM 83, [Esme [en | Soca ee Se = core, OTe FON Meceen cin eae 4 Ereovee'saosos5 ans 2° case ‘Complete boxes h and/or | o H'mneorroct on last form fed, ny] Exelon same SSN , 7 Eriyoe wai storey sa on Baw Note: Only complete money fields that are bekig coected (except MAGE Previously reported Torect information Previously reported | _Gorrect information Wapato ote cones | 7 Wg ree empwaaion | 2 Foca cae tx winiia [Fase rare wirot suite UU ex. Cet 5 Soot coy wanes 3 Sora acon wane 1 Saal wy tr wo 7 atau wwe metre C00 eri bee 5 ears wags ote 3 Neier wap to 3 Wace is tre Tar rd wethe Cee 7 Bose car ee 7 Soa aay 3 Ress tos @ Aocwoa es 9 havens 8 pare 1 @ Ravaree 6 payer 10 Dae cre bis WO Deparaan cae brats Renaalied pane 7 Nona wine [is Sos nsachore Yar bor 12 ee er |S ieee pe yee | [1 __{[}) _T[ ee Hal l Gn ae ray Te Dir Bee eC Pa \ ~~ State Correction Information Previously reported |__ Correct information Previously reported | __Correct information co Fa p 5S saan ARNE Poy Abe 6 i Hi ‘ a Emote’ Gaie 1 amber Eirpioye's sale 1D nen “Employer's tate 1D naib Enrpinjers state 0 rumber i Sire wages oe Fe Garage We ie Ho Saw woes, eee Te Bae wie pe A [FT Sa eon Ti Sas ame TF Seis ean we Sais rears Locality Correction Information Fi (aca wages Woe we eal wages, es. ee 6 Loca wane, toe ets W Gana pea rcore to W Doerner == @ bai oe For Privacy Act and Paperwork Reauction Act Notice, see separate instructions Form W-26 (Rew, 1-2008) Corrected Wage and Tax Statement ‘Copy A—For Social Security Administration ‘Genre ft Teaser cat mo B14a70 rem Smvene Sere “9Jan 01 09 12:00a = Global Solutions 404-4202389 p.71 Page 26 - PUBLICATION 4 SAMPLE LETTER TO EMPLOYER Date MY EMPLOYER 456 THIS ROAD ANYTOWN, WA 98770 i ATTENTION: PAYROLL 1 Dear Sir/ Madam: i Ithas recently come to my attention that contrary to popular belief, ] am not subject to withholding as I am not a government employee. Please rescind any information you may have reflecting my status on the current W-4 you may have on file for me. I am exempt from withholding. You : may send me a W-4 for correction if you so desire but in the meantime please stop all withholding as I no longer authorize such action effective immediately. I will file a W-2c and a W-3c to make the corrections with the Internal Revenue Service as an Authorized Representative of (Name of Company) if you do not respond or dispute my status with the authority of law. Tam very pleased to continue working with (Name of Company) and you may wish to run this request by your legal department before you decide to refuse me. Sincerely yours, NOTE: REWRITE THIS TO SUIT YOUR CIRCUMSTANCE 76Jan 01 09 12:01a = Global Solutions 404-4202389 p.72 Page 27 INSTRUCTIONS FOR PRINTING OID FORMS All of the 1099 and 1096 IRS Forms are printed for the IRS with magnetic ink. Unless the Forms you use have been ordered directly from the IRS the will not be accepted. Even if you use the magnetic ink Forms unless you print them on a laser printer they will be rejected. The IRS will not accept hand written Forms. Your choices are limited. You can purchase software that will “template” the information required so you can laser print the Forms. But even if you have the software and a laser printer you will not be able to print the B and C copies because they are printed on tissue thin paper and will jam all but the most expensive of print- ers. If you are technically adept you can learn toJan 01 09 12:O1a = Global Solutions 404-4202389 Pe Page 28 adjust your printer settings to line up with the Forms. After you get everything all lined up so it prints properly in the right spaces you still have to print the front and back copies of part B and C and adjust your printer to print the proper in- formation in the correct spaces. OR You can find someone who will do all this for you. I will prepare all Forms necessary and input all the information you give me into TurboTax and pre- pare all the necessary OID Forms for $500 per Tax Year. This will be good for one foreclosure. Each additional foreclosure will be an additional $100 per Tax Year. You may also contact Teresa Marty at Ad- vanced Financial Services, LLC 800-644-5643. She is an Enrolled Agent and a Financial Planner.Jan 01 09 12:01a = Global Solutions 404-4202389 p74 Page 29 You may find it more convenient and less expensive to copy the tissue IRS copy, both front and back, of Copies B & C. You should probably do this at Kinko’s or some place where there is a professional copy machine. If you do this you will be able to print all three copies at the same time, rather than printing the original, then Copy B, then Copy C. Use your discretion. Just be aware you will need to make provisions to print Copy B for sure because you need to send this to the Bank. What follows is the actual Forms and the resulting TurboTax 1040 ready to file - if this were a real Return and not just an example.Jan 01 09 12:02a = Global Solutions 404-4202389 p.75 D conrecteo. CIPUBLICLY TRADED PARTNERSHIP PARTEASHP'S nave, ee SO Oye a TP cee 1 Towne pene fs for [OWE No STG WARE OF tL erect Partner's Share teow ness ements)! DQ] | of income (Loss) Z Tanne rene henten |S From an Electing eau pears Large Partnership (fom 100s TIRTESES Expo 1B vib] PARNER eins tara] Oulios Bess Copy A USUALLY WOT REQUIRED 8.4 WITH DASHES For Ta TREE whe ants eas | Mo STRAWMAN Fae with Fem 10658 Sree ee Gang a na) Hemant casas [6 ha oho AT aon For Paperwort 7 Seca cae Tae oar oe Foun St ineetons fo Cine and TF cde oe eorplatng ts ‘om, co the 2007 isructions {or Form 1086-8, Fas Tare OES US Rot of tncome tr les Sinemet 5 0% tape Patesbe ial namecoirsfoanna 5 One BEE i ‘Schedule K-1 (Form 1065-B) Gat he STH Generar oe ean wional Rms See Do NOT Cut or Separate Forms on This Page 77Jan 01 09 12:02a = Global Solutions 404-4202389 Pp. 76 donerswee G4 «lem 1096 | *, Annual Summary and Transmittal of Soe spore © | baparne: me Taney i U.S. Information Returns 2008 Pate [1 sarnsmms WEE FApLs. Aitee. T Steet eens fcusing rom or suite amber) 123 MY STREET | pReRRNRAR sone 1 Sle ae a 4) For Official Use Only ream ae 5 [Sea ae eee eS oljolojolojajojajojalaja pags [mae Pele gr bas fae | oe [am [ea He cjelafalolofa;ajsaja Return this entire page to the Internal Revenue Service. Photocopies are not acceptable. ‘Unde ponaos ofp, aecare tnt Vnave evar he rate ara accorparyrg cocina, and © Bw best of my knowledge a beta, they ae ba, com ans eae i LEP RNC Authorized Represcntati ia i i NET SIGN mer LEAVE PLARK pater Eetece Wich Signature +] ‘Preadressed Form 1096. you coved a preadiressed For Instructions 1096 from the IRS with Package 1096, use it to tansmit paper ‘What's new. Atter December 1, 2008, tape cartridges will no longer Forms 1099, 1098, 5498, and W-2G to the Interna! Revenue Service. ser sahtod an tne Eriarrce Computing Cancers Mertnatuny irany cf the prapntes information ie nearest, make corectons on ECo—MTS). The any acceptable method of ting nlormston the form. fetus with ECO—NTE wil be eacrorzaly though the FIRE I you are not using a preacdaracanc form, enter the fe's name, Systom, See Pub, 1200, Spectators fr Fling Fors 1088, 1090, address (retuang room, sue, or other unt number, and TN in he 549¢, and W-26 Bectroncaly. Spaces proved onthe frm Where to file. The follourng changes nave boen mage unde Winer to fl, Fe For 1086 2: fotos. Where To Fie. (© With Forms 1098, 1098, or W-2G, file by March 2, 2008. '# The general addresses have been changed to a three-ine format ‘9 With Forms 5298, 5a98-ESA, or $498-S:A, fie by June 4, 2008, + Font 1036-C is now fied atthe intra’ Revenue Serie Center : in Austin, Texas, or Kansas City, Missouri, based on tne les Where To File tocaten. ‘Senc a eformation cetuns fled on paper wth Frm 1086 tthe Purpose of form. Use Us form to rant paper Foems 1088, ‘allowing: 05, S406. and W2G to the intemal Agverve Servos. Deno" use eee Form 1096 te vansmit elecronealy. For siectonc submissions. sae ‘(SOW Pobwipel business, se the folowing Pup. 1220, Spectieations fr Fing Fos 1086, 1082, 548, and mee oi sonst at three-tine adsrese Seren individual, is located in Caution: 1 you are required to fle 250 a more infomation cstums of ~ ~ Shy one type, you aust le slectrovcaly. you are rogues to fle - thera it al 30 20, ou Gora nave an marred ‘Rasa, Wor, Meares, Comecte, Dwar Wwaner, you my be subect toa penalty For mere eiormalion, see Fons Geng Kany, Lara. Hare par F in the 2008 General instructions for Forms 1098, 1098, 5498, Hawseducrs Ussuget New Hames, Decetmet ote Tesury and W26. New orn. Nav Maxi, New York nein Cacine, =! Revue Seyce Cer ‘Who must file. The name, address, and TIN of the filer on this form ‘Oto, Pernsyivania, Rnode Island. Texas, Vermont, saat must be the same as those you arr inthe upper lft area of Forme Woh, West iis "700, 1028, £492, or W-2G, Ales any person or entity who flee any ofthe forme shown in ine 8 above. For more information and the Privaoy Act and Paperwork Reduction Act Notice, Cat, No, 144000 For 1096 008 ‘see the 2008 Genera! Instructions for Forms 1098, 1088, 5498, and W-2G.Jan 01 09 12:02a = Global Solutions 404-4202389 SEI Zivoin__ conssoten FEVERS name: Sree soraes Gay Ba IP eose Sd Teleprane n WELLS FARGO BANK POR sera g SAicce £6 FRESNO CALIFORNIA $6000 Tow he mor i 5 fer 1099-01D i PAVERS fava Genki RE dewcacn ponow | 3 Cary winarwalparany [4 Fea roar w wine | Copy A ve net $ se i | Mee eC mae oF oo internal Revenue *~ FIRST D EXAMPLE ei ay 9 Ue Snes Treas, 180 Vache, Service center 57 Prmcpal Ces nye nt: Fe with Form 1006.” Fo: Paey Re ‘[Resmcous woeg mae TOG tan OER US Te RTS ee 123 MY STREET $ Begucten A Natae, eo the hy sine, ons BP coe ae tae 208 General ANYTOWN 8 instrtione for pacar as RO arora} Forme 1000, 1098, Soar0sss a : iba, ane W2G Ferm 1099-010 ‘a Ro TR Copter lhe Tein uma Revenue See Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page Sb5h DBvow [ii correctep TRENT nas, rae Sa, Sy Hae BP code, SU rophow | | Crgeal sam Goan’ | OW No THOTT a i rete pois DELLS FARCE BALK sain Original tssue FRESNO CALIFORNIA 96444 2 Ober sovode Fa Discount s fam 1098-01 PAVERS tsas aica hnba | REOPEN © Wonton navow | 9 Fury wihamwal pany Feo menne is wires Coppa Sewei cme. | tna 3 s.coaneen 728 4s REGENTS rare € baton Internal Revenue FIRST D EXAMPLE 4 to Une Sates Tras, 180 V aches Service Center’ Gat Ramer Pr creapal aire _[Ple mh Form 1096: pres aire coca aa os F Sager oa SS on 8 Tsay Beane Fer Pray A 123 My STREET s ‘eductr Act iy sss ed BE ae 7 einen Notice ee the 2008 General ANY TOWN WA 98108 8 | instructions tor ecb mba 8 TAS) Pes ‘ Forms 1090, 1086, arrontoorasa GAG foc c 7 15498, and W-2G. Form 1099-O1D Cat. Ne. 1 Department of the Treasury « intemal Ravens Service Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page 9b%b Divo [y’conrecten PAVERTE vane Sct aochas Gh Tae Ue cooe, ana ins wo.) + Orghat sae desu | OWENS ETT Welln EA git ee ec Woe ite faa gt 2008 Original Issue 20 BIRMINGHAM ALABAMA 35201 eer eee it eae ‘ Fem 1098-010 & OAVERS Wig pain APRS | RESPIENTS Gertcatan ni’ | 8 Eaiy winaua poy | Fea come wa icopyiauirse | seis Ve re 8 Saesoane tn 5 For :\* REGENTS rane = Baap imgeal Revere vice Center RST D EXAMPLE Pa to United Sats Teeny, 1080 V aah see ae see cee Pegg ats [Fe win Form 105, reat ae DG A FT © Orga ene taut US Tear cisions ma sue simeer s recut act cae 7 ean oe Notice aoe tne Leaner 2008 Genesat Py a 3 tngtraetons for Teccut nunoe tee ran ra in at Forres 008, 1088 SE FEOUS Bi, = Geoe, one W267. Fem 1099-O1D ‘om No 427K | eparment of he Trea «tsa event SerieJan O1 09 12:03a Global Solutions 404-4202389 bs| CORRECTED Gf checked)! **-_{ t p.78 FEGIIENTS name : Era MON LUE Te veer adress eluding a8 cy, sme, ane ZF cose 7 ween oxneee 8 ‘ecount nambar oe matosbons) Wb nee TOA ~The may not be the coro gre ropa yu income tk ret, See nein onthe Base TET na Se aes Bae Fo EO Te | + Crane ce OME HS ETT eee On Original Issue Swe | 2008 Discount ie orn 1098-O1D wey TiVaTS Kaoa wath netbe | REOPIATS doneman miro [3 Ean winarawal pay [Fl uso ele ConyB, vege meee osc cones rewrr & replace ied morgan eee Farm 1099-O1D (keep for your records) CI CORRECTED (it checked) PAVERS rae Hou race, OH, Hale Zi cook en weprane na. | 1 Orghal ssve Caveat | OWEN TH6-07 foroae" 2008 Deparment fe atu = itera Revenue Steve Original Issue FEGPENTS came ‘Seve dats fheudg aat na) Oty, state, and 21 cone 8 Deion PIVEN ford entiaan mimbe | RECIPENTS enifoatonrumem | 8 Earp wiharavl paraty [¢ Patel i 8 s i © Crgna soe Saou on UB. Tear cbigatore 8 8 Recoon abe oe aon “Te may not be te cone Fue evar en your ineome tnertum. Se inset atthe wack 2 Othe paid tres) Discount 4 fem 1098-O1D Copy B For Recipient ‘Ws mora we iereaten ara ong eae tone “nama Revere ‘sence you are requredto fe 3 vou, a taint Sten may oe Saree lb an the IRE aatarminat roooree ‘Stas acess fnocng apt ro) (ny, sat, and 2 ease © Ongiat eve dacautt on US. Teasuty Oomiow s 7 ivoniont expaness s Recor name oor Thus may pot bo be East Agus Yo enon on yur income teh return. Ste eco ote bask Fern 1099-O1D (2ep for your records) ‘aganmont of th Trem - Ia Rawsnus Sas CI CORRECTED (if checked) PAVERS tare, am adarea, Gy, Hata DP coos, sna Toeppore he, | Ongear sue gscaunt | OVEN TET 4 2008" 8 an Original Issue 2 One poredie re 2008 Discount 8 Form 1099-O1D PAVERS dow Garton curtw | REGPIENTS loatcaion nooo: | 3 Gary wtharowsl ponoly [Pots weome fw Copy B s S. For Recipient REGIPENTS name '§ Dean ‘impor > wg mate oe rposed on yout = ‘reome aanie ane tre IRS eaters ‘pa non nt ee oor 70 Form 1099-O1D (keep for your records} ‘Debora of Wana = Ise wee SoeJan O1 09 12:04a Global Solutions 2008 Form 1040-V 404-4202389 p.79 Department of the Treasury Internal Revenue Service What Is Form 1040-V and Do You Have To Use It? Itis a statement you send with your check or money order for any balance due on the "Amount you owe" line of your 2008 Form 1040. Using Form 1040-V allows us to process your payment more accurately ‘and efficiently. We strongly encourage you to use Form 1040-V, but there is no penalty if you do not, How To Fill In Form 1040-V Line 1. Enter your social security number (SSN). If you are fling a joint return, enter the SSN shown first on your return. Line 2. I you are filing a joint retun, enter the SSN ‘shown second on your return. Line 3. Enter the amount you are paying by check or money order. Line 4. Enter your name(s) and address exactly as shown on your retum. Please print clearly, How To Prepare Your Payment Make your check or money order payabe to the *United States Treasury.” Do not send cash ‘¢ Make sure your name and address appear on your check or money order. « Enter °2008 Form 1040," your daytime phone number, and your SSN on your check or money order Ifyou ae filing @ joint return, enter the SSN shown first (on your return. To help process your payment, enter the amount on the right side of your check like this: § 30OCXX. Do not use dashes o” lines for exampie, do nat enter "§ OK oF *$§ XK"), How To Send In Your 2008 Tax Return, Payment, and Form 1040-V '* Detach Form 1040-V along the dotted line. '* Do not staple or otherwise attach your payment or Form 1040-V to your return or to each other. Instead, just put them loose in the envelope. Mail your 2008 tax return, payment, and Form 1040-V in the envelope that came with your 2008 Form 1040 instruction bookiet, lote. If you do not have that envalope or you moved of used a paid preparer, mail your return, payment, and Form 1040-V to the address shown on the back ‘that applies to you. Paperwork Reduction Act Notice. We ask for the information on Form 1040-V to help us carry out the internal Revenue laws of the United States. you use Form 4040-V, you must provide the requested information. Your cooperation wil help us ensure that we are collecting the fight amount of tax. You are not requited to provide the information requested on @ form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB Control number. Books oF records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Rleverue law. Generally, tax returns and return information are confidential, as required by Internal Revenue Code section 6103. ‘The average time and expenses required to complete and fle this form wil vary depending on individual circumstances. For the estimated avereces, see the instructions for your income tax retum. If you have suggestions for making this for simpler, we would be happy to hear from you. See the instructions for your income tax return (ox No 205786. #1040-V ore een, ‘Detach Hore and Mail With Your Payment ang Return ¥ Payment Voucher Yaa] > Be not staple or attach this voucher to your payment or retum. Form 1040-V i008; 1 Your sol secu ruber BON [2 Wajant aan SW shawn seo] 9 Ast you ae wii own Tae | Your a rae ana 5| F © Hoe wares rary we wel [aim 423 MY STREET ‘Gy nn 205 Hc, Sa an BP eae Ga UGH AGTESS OAS GH. HUVECS Sls POA Ga a SOV) ANYTOWN WA 98198, TFp-90 404-4202389 Global Solutions +042 og 12 Jan O1 Acepted for Value i [Exempt from Levy Exemption # [SSN No Dashes] Deposit to the US Treasury i Charge the same to Aci [SSN with Dashes} ALL CAPS NAME PRINTED Retum for Settlement & Discharge Signature Date:Jan 01 09 12:05a Global Solutions 404-4202389 5b5b _lvo Bi coprectep Do Not Cut or Separate Forms on This Page FETRE rise Haw seven Sh Ae UP cogs Andiawghon ro [1 Gegraleandaca | MEW SEO CHASE Bani ee Pop oaots see Original Issue PALATINEILLINOIS enne4 2 One aera Discount so Form 1098-O1D i PAVERS ices wrtcatonnuren | AESPENT'S Wectienon mabe [3 Eo wibrowalpareny | # Segoe wo wie Copy A a0-9012 neat seat hay RECENTS rane = Deserpnoe Intornal Revenue eae at Lad tates Ten. 104) ata ‘Service Center pencipal & meres Poagrien te Fue with Form 1098, For Pay Act Tran aaa fon © Graal sue decom on US Tessa SE See 12OMy STREET $ skier Act iy, save ane 2 come 7 nse arate Notice, seine SYTOWN WAS 2006 General Serena HEE $ instructions for Sco nina a RET aa Tare : Forms 1099, 1098, ‘SoUULEZOR6tS670 c ‘96, ana W264 Farr 1099-010 (at Ne 8018 Deparment of ne Tessa - nara Reva Seve — Do Not Cut or Separate Forms on This Page Do Not Cut or Separate Forms on This Page stae___Cvow _f conrecren DRS erm ew sions Hie OP code ave shoe "e| 1 Orgh mae daca | OVE We THEGTT GammoLosmaak CHG 2 Ap tute ete Pop 60500 rant a 5 Bee. 2908 Original Issue FRESNOCALIFORSIA 716 Tote paren] OO Discount 298 5 am 1099-010 PAVERS eats oon arm | RESPIENTS Wonicuonnanbe [9 Fan winrar pray | € al rene nwa Copy A So-mga0a9 C4ci-\ 2. ito 8 g A088 4.45 For FEGPENTS rare + ar Internat Revenue FIRST D EXAMPLE ey to nied Sues Treas. 140 V atcha ‘Service Genter Prep nee (cy [rte with Form 1008. or Pmcy At Tien elas eu TP § Orgad Bae Sica on UE Ta COE fan oany Act 123 My STREET s oguston ct ‘City. state. ane ZIP code 7 lnwesiment expenses: Perera eee ANYTOWN WA 98198 8 inatrosone ot Tez nor owe Eat Ee Foye 1099, 185, ssiossueuannerss Yl CLG RCA SeHse|y 4 ‘5498, ana W26. Fom 1099-O1D Gat e801 epee Teasuy ral Roan evr — Do Not Cut or Separate Forms on This Page FIRST DEXAMPLE SE5b flvow Gi correctep init BAYER nae, Soe aeons S, Sa EP cose, eTReanTe ce [1 Crea Kee aaeamt | OME Ne Tm Ti i . orcoe WELLSSARCORAMS BL py if 9 aren ran g_ 32400000 2088 Original Issue FRESNO CALIFORNIA 96000 2 Ow oercae ines | Discount 5220 Ferm 1098-010 ‘PAYERS kana owttcsien row ] RESIPENTS Weniicten nib | 2 Ey wtereval paraky | € Foor nse ox winnas Copy A oazssser uti 1s $ 38520000 For FEGPIENTS rane 5 Damnation Internal Revenue Service Center a 10 united Seas Treasury. 140 V aac Pay to united Stas Treasury 1040 V attached ies tes Oe Pacipal & Inerest™ For Pvecy Act Sree aaa hang © Orga eave Saco ov US Teeany SaaS anes aay STREET s ~ Vrosution Nt Ty. sane an 2 ode 1 arsine Bee Sat the patown is 2 8 instructions tor Kesount rum se nan Forme 1098, 1098, = snd Wt. segrugeey> ponies For 1099-O1D (oa No 18 (Deparmert of he Treasoy neil Raven Senior eJan O1 09 12:05a Global Solutions 404-4202389 LY CORRECTED (tt checked) PAVEPTS hae, ave 80am, Oy SE BP caGE Be aN 7 in Beat “T Ongaseve escent forevae Bien BET ea sit Br Original Issue ee | 2008 Discount s Fox 1099-010 SEF pa ceateson ares | RESETS Goacain Tino | 2 Ey wove poly Copy Bi cen | ce | RECIPIENTS rare ‘Svetsaorae (nena aot na) (hy, site, ane 2° sae “ mpi Cadet “Ths pons tar ae] Aen, stomata temp Qeeeptiy | oer foveras ‘savin yu me $ 3 Toney oblast eau fhe 8 7 wnvenment epaoes 8 Tear aan (a RaTURON (ier d This may not be te cores ura to eper on your Income tx rt, ae rami of te Back re WS deomnies Fem 1099-01D (keep for your records) [E coRRECTED tt checked) Deparment ee Treasury «ners Rew Serve SATE a Se WRG Hs BF ao Cag tak ONL Penk 7 Orignslseuo count fers" $2, oo et Bane BEIT Original Issue Sve adie nung sot no) Oly. tte, sn 21° ote einen t (2 Other pariadic interest Discount ¢ ‘ ie SRST asa aoa | REOPEN en nave | 8 Ea wren pa ie {AA Ss For Recipient FEOPENTS ame oa ery OD SEPT nt Het een | Termes (OS LED 5 cvacnt ppeamn | Mr fea saree yous @ Signa ave acount on U 8 7 inveainl expres $ San oe eat 1S. Treasury oats esau rumba eve merotons frcet TE ay coat i 0 woe ‘hat as not bear fern 1099-O1D_ {keep for your recorcs) CI CORRECTED fit cheoked) ‘ponent af the Tabu - ura Revenue Save PAVERS vaste STS BORE, Oy, Hala DP God, ad Woes Mo 7 Oral se Sen Ceca ‘Sree azress renting set. no} ty, stat, and 2 code tae s 5A Original Issue txomee | 2008 Discount 8 fom 1099-010 TITERS wa boar | REOPENTE aici rami | 8 Ey WN ay oe Copy B $ For Reciplent RESPIR rane 3 Doman hee mes ‘sonics youve © Grail siue dicount on rogures file tum a nagigence nay other Sessa oat 7 inosine oper 8 npocad on you esau mune (ome REN ream tert ‘Se ct on De Bas ones ‘hes omens thar Bae! boon 41 Form 1099-O1D ‘keep for your records) ‘Deparment othe Trasy~i Jan 01 09 12:05a Global Solutions 404-4202389 p-83 2008 Form 1040-V $i eereteteseey What ts Form 1040-V and Do You Have To Use It? ttis a statement you send with your check or money order for any balance due on the “Amount you owe" line of your 2008 Form 1040. Using Form 1040-V allows us to process your payment more accurately and efficiently. We strongly encourage you to use Form 1040-V, but there is no penalty if you do not. How To Fill In Form 1040-V Line 4. Enter your social security number (SSN). If you are fling a joint return, enter the SSN shown first on. your return: Line 2. It you are fling a joint retum, enter the SSN shown second on your return. Line 3. Enter the amount you are paying by check or money order. Line 4. Enter your nameis) and address exactly as shown on your return. Please print clearly. How To Prepare Your Payment ¢¢ Make your check or money order payable to the “United States Treasury." Do not send cash. ‘* Make sure your name and address appear on your ‘check or money order ‘* Enter “2008 Form 1040," your daytime phone number, and your SSN on your check or money order. Ifyou are filing 2 joint retum, enter the SSN shown frst on your return. To help process your payment, enter the amount on the right side of your cheok lke this: § XXX2X. Do nat use dashes or lines (for example, do not enter “$00 oF “$ OOH. How To Send in Your 2008 Tax Return, Payment, and Form 1040-V ‘© Detach Form 1040-V along the dotted fine. ‘© Do not staple or otherwise attach your payment or Form 1040-V to your retum or to each other. Instead, just put them loose in the envelope ‘© Mail your 2008 tax retum, payment, and Form 1040-V in the envelope that came with your 2008 Form 1040 instruction booklet Note. If you do not have that envelope or you moved cr used a paid preparer, mail your return, payment, and Form 1040-V to the address shown on the back that appiies to you. Paperwork Reduction Act Notice. We ask for the information on Form 1040-V to help us carry out the Internal Revenue laws of the United States. if you use Form 1040-V, you must provide the requested information. Your cooperation will help us ensure that we are collecting the night amount of tax. You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act uniess the form displays 2 valid OMB control number, Books or records relating to a form or its instructions must be retained as iong as their contents may become material in the administration of any Intemat Revenue law. Generally, tax returns and return information are confidential, as required by Internal Revenue Code section 6103. The average time and expenses required to complete and file this form will vary depending on Individual circumstances. For the estimated averages, see the instructions for your income tax return, tf you have suggestions for making this form simpler, we would be happy to hear from you. See the instructions for your income tax return. (Ga. he 208756 Payment Voucher > Do not staple or attach ths voucher to your payment or return. Farm 1040-V cs ue No 1545-0074 2008 Sa a ae Trran S o] Y cs Ses] Ta pata : ra esol _| tat rs £) pest EXAMPLE 3S ae ee = ‘Home address inumber and sweet) ‘at. 00, a as EE nore (Ca No. 275Jan 01 09 12:06a Global Solutions It is @ statement you send with your check or money order for any balance due on the “Amount you owe" line of your 2008 Form 1040. Using Form 1040-V allows us to process your payment more accurately and efficiently. We strongly encourage you to use Form 11040-V, but there is no penalty if you do not, How To Fill In Form 1040-V Line 1. Enter your socia! security number (SSN). If you are filing a joint return, enter the SSN shown frst on your return Line 2. if you are fling @ joint return, enter the SSN shown second on your return. Line 3. Enter the amount you are paying by check or money order. Line 4. Enter your name(s} and address exactly as shown on your return. Please print clearly How To Prepare Your Payment Make your check or money order payable to the ited States Treasury." Do not send cash. © Make sure your name and address appear on your chack or money order. © Enter “2008 Form 1040," your daytime phone number, and your SSN on your check or money order. IF you are filing a joint retum, enter the SSN shown frst on your return. © To help process your payment, enter the amount on the right side of your check lke this: $ XXXXX. Do not use dashes or lines tor example, do not enter "SKK" oF "$OKK SE"), 404-4202389 ‘© Detach Form 1040-V along the dotted iine. ‘¢ Do not staple or otherwise attach your payment or Form 1040-V to your retum or to each other. instead, just put them loose in the envelope ‘© Mail your 2008 tax return, payment, and Form 1040-V in the envelope that came with your 2008 Form 1040 instruction booklet. p.84 Note. If you do not have that envelope or you moved of used a paid preparer, mail your return, payment, and Form 1040-V to the address shown on the back that applies to you, Paperwork Reduction Act Notice. We ask for the information on Form 1040-V to help us carry out the Internal Revenue laws of the United States. If you use Form 1040-V, you must provide the requested information. Your cooperation will help us ensure that wwe are collecting the right amount of tax You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retaned as jong as their ‘contents may become material in the administration of any Interma! Revenue law. Generally, tax returns and retum information are confidential, es required by internal Revenue Code section 6103 The average time and expenses required t0 complete and fle this form wil vary depending on individual circumstances. For the estimated averages, 88 the instructions for your income tax retum. Ifyou have suggestions for making this form simpler, we would be happy to hear from you. See the instructions for your income tax return. ‘Gat No, 209756 Payment Voucher > Do not staple or attach this voucher to your payment or return. Ferm 4O40-V (coca 2008 Print or ype 1 Nou soca cy curtby BSW [® Fa fi eae SSN chown cond] 9 Arnount you ae ale Cane ‘onyour stan ona by ck, Z frmoney order a iwi a a 7 Your rte arc a FIRSTD Tae soars aw od SO 423 MY STREET ANYTOWN WA 98198 ae ‘iy. town or ps ie, Sale and ZP Goa Wa Tigh SUGGES, BA Cy, PrOUTGS Sa, POU GaSe ara COUT 2 xp-85 404-4202389 Global Solutions :07a og 12 Jan O1 ramq amend DITHPSICL F WOUATTSS 1Oy MMT CaINMd ANVN SdVO TIV [soyseq yim NSS] 2 Joy 0} dues amp ABI Arnsea4 Sf) tp 1 sodog [soyseq ON Ngg] # uondwaxg Saar woyy 1duax: 103 pardoay s[ { Jan 01 09 12:07a = Global Solutions 404-4202389 P.96 ponerse b Fb 5 wy rom 1096 Annual Summary and Transmittal of nT al U.S, Information Returns 5008 TALis rame T ARSED EAMOLE.. QUO LE RG: SUR MeN SETH Gfeetpotsne on ote robe) ARVN AERTFISHON 99198 pt NRE SURI SET ‘Ena aaaen| 1 Fax eonber I “4. : ‘For Official Use Only ‘OOD ee Tage twill [5 Tel pt wi ls or 1H mn SEP Ee ae | aaa {Ente wn 7X" in orly one bax below to ciate the type of fom beng fos Whi your fal tur, ear an hare Oo Parl (ctrl tae el set ee me eee ieee Ojojojo;o}m/a}jojojojojofajo mgr jogge Jorgen] ape | mgs | vege [ous | age [smi | cape o;a;af;ajalajaja}afa Return this entire. page to the Internal Revenue Service. Photocopies are not acceptable, ‘Under ponaes of peur, |ASCBI Wal 1nave guanine his onan and comeing documents, ant te beste wy knowlege ana bla, ay ae oneet ne comple Authoviaed Representative Signature Tie » Date» Instructions What's new, Afr December 1, 2008, ape caridgoe will no longer be accepted at tho Enterprise Comping Cantar—Martineburg {ECC—AB). The only accontable metros of fing imormation ratums with ECCS wil be eleconeally trough the FIRE system. Seo Pub. 1220, Specitcations lor Fiing Powe 1026, 109 ‘5498, and W-2G Elecvenicaly. Where to fle. The folowing changes have been marie under Wimere To Fi 1 The general adsrasses have been changes wo @ theese format. ‘¢ Form 1098-C ic now fied a the lems! Revenue Service Genter In Austin, Texas, or Kansas City, Missout, based on the fler's Ioeatian. Purpose of form, se this form to tanamt sper Forms 1083, 1086, 5498, and W-2G 10 the ternal Revenue Service. Do not use Fora’ 1086 to transmit elactioncaty, Far electenie subrssions, 209 Pub. 1220, Soeciications for Fling Foms 1098, 7038, 5496, and W26 Electronically ‘Caution: Ifyou aro required t fie 250 or mors information returns of any one type, you must fie electronically. F you are requred to fle ‘lectonicaly out fall to do co, anc vou do ret have an approves: ‘waiver, you may be subject te a penally. For move formation, ee bar F in the 2008 General nstrctions for Forms 1089, 1098, 5498, and W-26, ‘Who must fle, The name, sdcress, ar TI ofthe for on this form ‘must be the same 1s those you ertar nthe Upper left area of Forme 1038, 1096, 5496, of W-2G. & flere any peraon or entity who fies any of tie forms shown in ine 6 above Proadressed Form 1086. I you received a presadressed Form | 1096 from the IRS with Package 1085, use tte transmit eaper Forms 1098, 1038, 5498, ane W-2G 10 the intemal Revenue Senvoe. It any of tre prepsnted information ie comet, make correctont on sna fom, ‘you are not using a preaderessed form, enter the fee's name, _axidress finlucing room, sult, oF other uni! aumber). and TN in the ‘Spaces provided on the form, ‘When to file. Fie Form 1096 2s follows. ‘With Fors 1096, 1088, or W-26, fle by March 2, 2008. With Forms 5498, $108-ESA, or 8408-54, fle by June 1, 2000 Where To File ‘Sond al injormation retums fled on paper wit: Form 1096 to the following 1 your principal business, office or agency, or legal residence in the case of an Indvidual, ie located in Use the folowing three-ne adaress ‘bhera, Avon, Aransas, Cenecteat, Dobwar, Ferd, Gna, Kenury,Loatane, Maine, Mssachsets, Mision, New Hara, Noe lesey, Now Maceo, New Vor, Norn Caran, Depart Teasay nares vue Se Car For more information and the Privacy Act and Paperwork eduction Act Ns ‘nie, Pema. Rhode sre, Teas, error, Peet Vegi, Wes: Weare ‘Cat. No. 144000 Fom 1096 (e008) ‘00 the 2008 General Instructions for Forms 1088, 1098, 5496, and W-2G.we Do Not Cut or Separate Forms on\ This Page 8080 Ovo [ll correcten Jan 01 09 12:07a = Global Solutions 404-4202389 p-87 8080 voio__ Fi comRecten TENEER'S vane: aves aden ay tas EP code Sid ioeurone 1 ae ae Acquisition or Rane eae tis Abandonment of NVIOWN WASHINGTON 98198 ae aetatt| eeeeme Enoberty 088701470 oe “ TFS ae Ga Ga "epee ‘re Copy A 5 TULA Cf te, ey $ pur For Febse Ter ¥ § \*; Internal Revenue BDEG Hens wane Faget tan an sn] Service Genter MASE BANK per gies be. ete win For 1656 ser Prvacy Act Sree aces pausing sere) ane Paperwork woos Doves Jno _Reducton Act Sty, ato. one Z code ~ fé Desorption et Sapam ee PALATINE soo 2 to Une States Tear, 140 V atch iii fe Seceunt number (ste instuctiongt yee & Interest foe i La fee ‘5488, ond W-26, Form 1099-4 (Oca ne veers Copan abe Tay - Floal Renu Seve Do Not Cut or Separate Forms on This Page TENDERS rane, seat alareax Guy vise, ZIP cone, and phone no furstpexancer OTCAWANQA, po My sTREst Coreg Acquisition or Abandonment of Secured Property BEATER rare wnt OH mur POTOWN WASHINGTON 198 Fam 1099-8 ves701470 : Dit ot loce"saoqasten 1 |B Bans of pense LENDER'S tial artonng rane | BORROWERS lon Paid ance (aeinasith | ae Oe Ne Oa iT re 2 Ny part 6 Abe $ Internal Revenue T[MOOeDia as a eso] Sewvice Genter Ftc with Form 1086. aren to unites Stats Treasury, 1040 V attached figinal Principal & Interest ! $ or Pay Ao Sion eden Sing OS tar boro esha TSG] hs Pasewon Eve cde | “Bedosten no Reais soe Some en 30 re Instructions for Forms 1098, 1038, ‘9296, and W.26, | Fon OOER at a Do Not Cut or Separate Forms on This Page Do Not Cut or Separate Forms on This Page 8080 Civow [Cl correctep TENDERS rene, soe! sates, oy Hae ZF cove, andieeprane no. Ee IRST D EXAMPLE, NYTOWN WASHINGTON 98198 Acquisition or Abandonment of | Secured Property Jooe71470 Bs TENDERS iodzal onilceno wantn’ | BORROWERS lontiesion hurr é =| son 1008-4 iiesamen” Pace Copy A - tor Internat Revenue [RORREMENS name Ee sFnoaRoR ea een Service Center JF with Form 1096. [REE GEANas mevistoms) ey united Stats Treas. 1040 V anached fina principal & Interest 11S FARGO BANK i $ Fo: Privacy het Skea bvdra ae 76 samcaiy EGRET TES | and Paerwon! | Live Iie | Recuston ae ia, | Notice a0 te FB, oD coe aap ae ct r 2008 General Instructions for Forms 1099, 1098, ‘5498, and W265. REACTS A Cette 145188 armani ole Tasca H&Jan O1 09 12:08a 2008 Ferm 1099-A Global Solutions 404-4202389 p-98 La CUnREL Feb | erivene) LENDERS rare Stee! acsrst, cy. sata ZP cade, ara leppone no. SRG] ove ne vsssaar Acquisition or Abandonment of Secured Property "Da of ners amaston ot [2 Gate o pans TENDERS cea waren saber] BORROWERS eniaaton rumba ‘owe aarcornare BORRONERS rae ‘See! adcras cuudng a. 20) ty, ee and 2° cose 5 vias aorons: personal Ine for repayiart othe oe Ch ve D1 no [6 Descrpion ct propery sari rambar oe wevaeIars) Copy B For Borrower bomen ans is bee ‘race to he or and na IAS ono anos rot bor rover Fom 1009-8 ‘keep for your records) ‘Deparment of Tasty Ci commECTED ff checker [LENDER'S ane, sven adress cy iss, 2P code, and aehrane po OME Ne, 1525-587 2008 ier Revere Senet Acquisition or Abandonment of Secured Property BORROWERS nae Seve acres inating apt na.) cay, sat, an ZP cove fe Fa mana aoe rane s. I 5 Was cera parson table apays oe St iver 2) we 6 Deccamion ot IDEA Recount rama ewe eras) : fem 1089-4 deaeienaeceen tlt eceage Copy8 TEADERS Tear ceticzion surest] GORFOWER'S isticcbon Run 7 wl For Borrower; § ‘Tis i important i sfomston ade bene Sree toe meena ‘oe resus tf 8 ary one Inposed on yout trade come resis trom the ranascnae ands I oootrnes ‘oon Form 1089-8 (eeep Tor your records) TENDERS nae ovat edece, cy, ata ZIP cove, ana tienen Me Seci ‘Deparment ot be Tessury-steral ave Sere Acquisition or Abandonment of ured Property "Gi ote sein 0 Beare of omar TENDERS weal enieson nana | BORROWERS enifcion emt ‘oweepee arm $ BORROWER name Steet adores inching aetna} Cy. sme. end 21° coe Fon 1088-2, (heen 3 Ws bore eatsanaly le fv Toren oe Seo \ F Dearptono propery ‘or your records ‘Decanters Copy B For Borrower Rmehed to tne ena Fave Senoe ye ornate imposed on yout ee Intra Revere SerrJan O1 Acepted for Value 09 12:09a Global Solutions 2008 Form 1040-V 404-4202389 Department of the Treasury Internal Revenue Service What Is Form 1040-V and Do You Have To Use It? Itis a statement you send with your check or money order for any balance due on the "Amount you owe” line of your 2008 Form 1049. Using Form 1040-V allows us to process your payment more accurately and efficiently. We stronaly encourage you to use Form 4040-V, but there Is no penalty if you do not. How To Fill In Form 1040-V Line 1. Enter your socia! security number (SSN). ff you are filing @ joint return, enter the SSN shown first on your return Line 2. if you are filing a joint retumn, enter the SSN shown second on your return, Line 3. Enter the amount you are paying by check or money order. Line 4. Enter your name(s) and address exactly as shown'on your return. Piease print cisarly. How To Prepare Your Payment # Make your check or money order payable to the “United States Treasury." Do not send cash. ‘@ Make sure your name and address appear on your check or money order. ‘© Enter “2008 Form 1040,” your daytime phone number, and your SSN on your check or money order. I you are filing a Joint ratum, enter the SSN shown first on your return. © To help process your payment, enter the amount on ‘the right side of your check like this: $ XYX.XX. Do not use dashes or lines (for example, do not enter *$ XK" OF *S OK Ge How To Send In Your 2008 Tax Return, Payment, and Form 1040-V ‘© Detach Form 1040-V along the dotted line. © Do not staple or otherwise attach your payment or Form 1040-V to your retum of to each other. Instead, just put them loose in the envelope. © Mail your 2008 tax retum, payment, and Form 1040-V'in the envelope thal Came with your 2008 Form 1040 instruction booklet. Note. If you do not have that envelope or you moved or used a paid preparer, mail your return, payment, and Form 1040-V to the address shown on the back that applies to you. Paperwork Reduction Act Notice. We ask for the information on Form 1040-V to help us carry out the Internal Revenue iaws of the United States. If you use Form 1040-V, you must provide the requested information. Your cooperation will help us ensure that we are collecting the right amount of tax. You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any internal Revenue iaw. Generally, tax returns and return information are confidential, as required by Internat Revenue Code section 6103. “The average time and expenses required to complete and file this form will vary depending on individual circumstances. For the estimated averages, ‘see the instructions for your income tax return. if you have suggestions for making this form simpler, we ‘would be happy to hear from you. See the instructions for your income tax return. (om Ne 208756 {Detach Here and Mal With Your Payment and Return ¥ Form 1040-V 2008 (No. 156-00 f - % Payment Voucher | ono. 1scors £1040-V) 4 3 PY oT Boerpgsin Son ,| > Be notspele orptach tie voucher to your parmentorretum | 2 oy [veloc Seat mete SEP RSs fm SH stow sod] Anoot eons [toms é ee ee pave yah | i 1 i ot Zones | 3 Bi tn 355,200| 00 8 | da vonie apis 3 an é Senseo z qa EXAMPLE B [Sf Weim) woah ree ole Lee Eg ee eS | 2 eam te — a | Bas a strgeT a € 2 Seon pe os aT Wa ap aaarens, eater cy, prawns oF Bale POSIT coe, ord OREN HanyTownwasstse <3 Be ei “a ‘Ga: Ne, 208750p-90 404-4202389 Global Solutions 2098 og 12 Jan O1 my aq _autuoudig SERPs P WMMSTNG Ty UNH, CaINNEd INN SdVO TTY [soyse yn NSSt yoy 01 ates aip OBIE Aanswasy, $7 aty 0} ysodacy [soyseg ON Ngs] # wonduiaxg, Kaa] Woy ycuoxg ane, a0j pardaayJan 01 09 12:10a = Global Solutions 404-4202389 p-91 LENDERS rae GF scoe anateaarene we FIRST D EXAMPLE 123 MY STREET JANYTOWN WASHINGTON 98198 12068761470 8080 vow [1] conrecten BuBTe Acquisition or “| 2008 | abandonment of Sceneaion canoe BAL siya Secured Proj Bo | rom 1008-4 | Pe "flowdge kone Copy A For Internal Revenue WELLS FARGO BANK Service Centor rte with Form 1086. Do Not Cut or Separate Forms on This Page s, For Peay he! Tra sacs ahag wa rad ‘WO onat | ma eapewors ves} | “Reducton Act Be S4 280 Dre Os Notiog, see the Gy tan wo oP om a Secini ope tion se the es at to United Stares Trea 1040 V stiached, at "Aec ou Ae 568 RSTURIORS aca repaid ae Forms 1099, 1088, ong 3ab8, en W-26. For 1099-A coh aS Depo ote Weaary: roel Revs Goce — Do Not Cut or Separate Forms on This Page 8080 Ovorn {I correctep TENDER Snare, Pree asaess oy sate 2 ‘oe. a tle no RST D EXAMPLE Acquisition or Abandonment of eereitnl my staeet : WNYTOWN WASHINGTON 95108 5 f P| som 1099-4, | Secured Property es 701470 acc Lena oie “fpowoge sovenmmen, | onzararg | Copy A TSIGERS weal ions rane } ie $ Internal Revenue BORROWERS name EY BANK PHPRMa se pm) Service Contor Fite with Form 1086. IRESNO.CA onase 3, Sor Prvaay Act Sven acre Gnade 0) F War borane posoaiy ibis Sakttmed 7 hegeor | and Pagerwork 2 Tyee E)ne | Redustion Act ate JeB Notice, see the Cay, sah MOP ae 5 Dacia Bem 08 General Instructions for ay to United Stes Treasury: 1040 Vaached ne ee Accourt naib (ce Prac) rincpal Deposis {os1o976s4 15498, and W-26. Form 1098-8 Cat fe 8S Denarnent ote Trasany eral Revenue Smo Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page 8080 Evo) conrecren TENDERS vane sew adreon Ohya Pence ore ope no 7 Sune ET Hit bee + : Acquisition or Une Sc | 2008 | Abandonment of 3 MY STREET eaten) OS Secured Property NYTOWN WASHINGTON e8195 5 em 1098-4] Aesr01570 ore sack T ps fod ain msr ] Sopy A rr Ta ana nabs] BORROWERS wien aoe | OHO a bus ua Internat Revenue {TRDeROWEFS rane ne Laem mman) Service Center SPCIAL SECURITY ADMINISTRATION a heels |Fte with Form 1098. cannes Fox Pivscy Act rea aes Inabisng 3 7) vas coroner pescraly tase Pen othe deu? | and Paperwork Tyee Reduction Act a 7 7 Notes. see te fox, sats we EP oa fe Sassision poser na eMTGuans At J racbons for ean nb Ge TS 5 Ue Ste Tene. 1040 ted, Foe 00,1008 i Pa ‘496, and W-26. Parent orm 1096-8 oa! %Jan O1 09 12:10a = Global Solutions 404-4202389 p-92 TENDERS neve avast aoSross, oly. eal, IP cope, a0 wepnone no. i] OWS We 15ST 2008 Foam 1099-A. i some oresa —] ‘Acquisition or Abandonment of Secured Property Copy 8 TENDERS tara arcton amber BORROERS variation namber ‘stung $ For Borrower [BORROWERS rae Sheet scores fcc at no ty, sane 2 cove ‘Treg important we romeo ane borin ‘trad to ne ors even Service Fou We requres to fsa fra neg analy o ober rion may be twxabin poome eats om te transaction Far maa vain Op s. 5 Vise Dorower poral lable or eparvart oe Sob Orel [6 Descipion of propery wave IRS ones Fom 1099-8 {Keep for your records) Depanver ot Taasuny er! Revere Sees TF CORRECTED iif checked) [LEGER rare vot eases, sly. stm, code, ans Talaphane TBD S era enason numer BORROWERS Wentionion area BORROWERS wae Sree adores Intuing apne) Oty, ete, ana 2 cose Bove ve sar Acquisition or 9008 | Abandonment of ett Secured Property form 1099-8 ee ee ae a For Borrovier na moonant al aT va oe) wma ana Da ‘Gris ton beer evens Serve. Fat Vee moures to tea ey ee twat moore esa [s Dascipien of papery Resonate ea eamLCIOTS) cna IRS cere ‘nat tag nos bose Fom 1099-4 {keep for your records) ‘Beas or Toar - ara Rovers Sens LENDER'S vere, avo adores, cy, stat ZIP, and aesone no Acquisition or Abandonment of Secured Property 2008 Ferm 1099-4, Pte of ese aeqasen o* [2 BRnnce | pS imanisige ot abandonment] outwanding Copy B TENDENG tara aeieaon hanes’ | SOAPOWER'S daricalon ember | Peioecue 5 “Wis is mportare ae BORROWETS mane ‘Seas sess (ncn eat ne cy, sae, ans 2 ease stomanon aie bho ‘irene tote nt ls Far mati velo & props a - 4S 5 ios bower personaly bse Spee oe wT vee 2 ne re rogures tes feta 9 regen ‘poy or ae Recoan ramos ee Re) Fem 1086-4 Theep for your ree net AS eters (Ceperinent oe Trey - imam Rovorue Senice beetJan 01 09 12:12a Global Solutions 404-4202389 p-93 2Q008 Form 1040-V $y hesiancts cee What Is Form 1040-V and Do You Have To Use It? It is 2 statement you send with your check or money ‘order for any balance due on the “Amount you owe” line of your 2008 Form 1040, Using Form 1040-V allows us to process your payment more accurately ‘and efficiently. We strongly encourage you to use Form 1040-V, but there is no penalty # you do not. How To Fill In Form 1040-V Line 1. Enter your social security number (SSN). If you are fling a joint retum, enter the SSN shown first on your return. Line 2. i you are filing @ joint retum, enter the SSN shown second on your return. Line 3. Enter the amount you are paying by check or money order. Line 4. Enter your name(s) and address exactly as ‘shown on your return. Please print clear'y How To Prepare Your Payment ‘® Make your check or money order payable to the “United States Treasury.” Do not send cash. ‘® Make sure your name and address appear on your check or money order ‘© Enter “2008 Form 1040,” your daytime phone number, and your SSN on your check or money order. If you are filing a joint retum, enter the SSN shown first fon your return. '* To help process your payment, enter the amount on the right side of your check like this: $ 30020. Do not use dashes or lines (for example, do not enter *$ OK" oF "$ 00H How To Send in Your 2008 Tax Return, Payment, and Form 1040-V © Detach Form 1040-V along the dotted Ine. © Do not stapie or otherwise attach your payment or Form 1040-V to your retum or to each other. Instead, Just put them loose in the envelope, ‘© Mail your 2008 tax retum, payment, and Form 1040-V in the envelope thal came with your 2006 Form 1040 instruction booklet. Note. If you do not have that envelope or you moved cor used a paid preparer, mail your retum, payment, and Form 1040-V to the address shown on the back that applies to you. Paperwork Reduction Act Notice. We ask for the Information on Form 1040-V to help us carry out the intemal Revenue laws of the United States. if you use Form 1040-V, you must provide the requested information. Your cooperation will help us ensure that ‘we are collecting the right amount of tax. You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or ‘ts instructions must be retained as long as thei: ‘contents may become material in the administration of any Internal Revenue law. Generally, tax returns and return information are confidential, as required by Internal Revenue Code section 6103. ‘The average time and expenses required to complete and file this form will vary depending on individual circumstances. For the estimated averages, ‘see the instructions for your income tax return. If you have suggestions for making this form simpler, we would be happy to hear from you. See the instructions for your income tax return, a No 208750 Payment Voucher ila De not staple or attach this voucher to your payment or return. Fom 1040-V coos ai i} sat | Fr Your sil sacrty tbo ISSN) 2 a ont vourn SBN Show Saco] S mou you ae peri by check FYour fr tare dite FIRSTD Print or type Tis eee rior oe a 123 MY STREET ANYTOWN WA 98198 ‘hy, town or pos ice. Sas an ZIP Gata Wa Toran sSareas, wie cay prontoe We, PoNal oO0H se Cui) ~ mep.94 404-4202389 Global Solutions +122 og 12 Jan O1 Acepted for Value Exempt from Levy Exemption # [SSN No Dashes] Deposit to the US Treasury Charge the same to Acct, # [SSN with Dashes} Retum for Settlement & Discharge signature Date:Jan 01 09 12:13a = Global Solutions 404-4202389 p-95 File by Mail Instructions for your 2008 Federal Tax Return Important: Your taxes are not finished until all required steps are completed. (if you prefer, you can still ile, Go to the end of these instructions for 12 gS OLT AMT Records category. : mare information.) -M 00 BAIT a ea rpenecay Sen ee } 123 wr STREET Renped - Sotial Seeeni7y ANYTOWN, WA 99198 2 ceed Lands pad A Cheekiwg AteouwT it | ie Balance | Your federal tax return (Form 1040) shows you are due a refund of i Due/ | $273,920.00. Refund 1 ' 1 What You | Your tax return - The official return for mailing is included in . Need to | this printout. Remember to sign and date the return. ‘ Mail 1 | Mail your return to: r | Departnent of the Treasury I | Internal Revenue Service Center | Eresno, CA 83808-0002 & . ' f | Deadline: Postmarked by Wednesday, Ap sy ! F : | Note: Your state return may be due oN@yMPrerent date. Please | review your state filing instructions. I | don't forget correct postage onlly@ envelope. { t i What You | Keep these instructions and your return for your records. Need to | If you did not print one bef| Ging TurboTax, go back to the Keep | program and select Pri FI then select the Print for Your ! 4 1 1 I ! 1 | I : Adjusted Gross Incomd! $ 869,674.00 Federal Taxable Income $ 540,534.00 Forms Total Tax § 173,590.00 to Mail Total Payments /ggmmei ts $467,510.00 ‘Summary Amount to be W $ 273,920.00 Effective Tax 29.458 1 Changed | You ile electronically. Just go back to TurboTax, select YourMind | the B tab, then select the E-file category. We'll walk About | you thre process. Once you file, we will let you know if your e-filing? | return is W@epted (or rejected) by the Internal Revenue Service. L Page 1 of 1 ~Jan 01 09 12:13a = Global Solutions 404-4202389 p-96 i ct sy wl Ren Snr rom 1040 _U.S. Individual Income Tax Return 2008 lee 1 te ay = Doers wi pct Fe en Dec 3) 0K etx eg 7a wang a i i 16207 a toate aone eo ar a Geersmon.) [pTRST i D EXAMPLE [52-46-5132 NR tase Spas so ae | RS taber, it Shaws, car enT ae nat TRIESTE RE om Yor maa ORE VO fesse pt cova sey , oie 23 wy street AL numbers above. AL SRE Se Rae SS Se Fear po memeens) ove. i Tacs ten oF prestorat [anvnomn: wa_seise__ ope Sarwan Chek iy te yw gs ne OD *Livou L)srouse 0 Fit 1 By Singie @ [] Head of househaid (with qualityina parson). See Filing Status vd ns. if xrSOn is a ct 2 ‘Marre fling int (even i only one Pat ncaa) See oe generar aera this ate Ea 3] mar ig sary. rts Sate Mme wre, fl 1 Shetoe ove te 5_[1] dating wou iw inc) Exemptions 62 fi] Yourself cameore can clin you as & dependent, do nat check bor, snare r + [1 Spouse aoa yendent’s nde " eee € Dependents: Bostic | lite cate, hed Ht ‘number 10 Peace tea eet t () First name. Lastname wea E [ Hmore then Deepens, 2 fekichons Total number of exemplions caimed 7 Wages, salaries, tps, ete. Attach Form(s) W-2 Carat Ba Taxable interest. Attach Schedule B if recuired bb Tax-exempt interest. Do not include on tine 8a Attach Fons) ‘9a Ordinary dividend, Attach Schedule B if requt 6 Were Als Dua dees (sss) - ‘tach Forms Bae Farms p10 Taube refunds, credits, or asf sate 2d F Heaxwaewitinaa, 11 Alimony received ‘ 12 Business income or (oss). Ata mein 13 Eamonn wsabf ed ta i 18a IPA cistributons Sal, [b Taxabie arnount (see ists) 6a Pensions and annuities eal Tb Taxable amount (see instrs) ships, 5 corparatons, trusts, etc. Attach Schedule F 7 Rental realestate, royalties faprent As, Hee ie oem 100. 21 Ober income 160. |b Taxable amount (see instis) E 22 Aad the 23 eaucatd > Adjusted 26 Corain ous Gross (pers ee Income 25. Health savings 308 26 Mowing expenses. Affach Form 3903 27 One-half of settemployment tax. Atach Scredule SE 28 Self-employed SEP, SIMPLE, and qualified plans 29 sel-emplane est nour dedton (ee tions) 30 Penalty on early withdrawal of savings 31a Ainay paid Recieat's SSH .. * 32 IRA ceducton (see instructions) 33. Student loen interest deduction (see nstucions) 234 Tuition an fees cecuction. Attach Form 8817 3S. Domest pecuon acter doduer. tae Form 312 6 a Pedvction. Attach Form 8889 2,303 lelelesfelelesielels oly ie nas 23-208 32-35 . = 2,903. Subtract line 36 from line 22. Ts #s your adjusted gross income oraz, BES, 674. BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. FOWOTT2 YOraOe Ferm 1040 (20085Jan 01 09 12:13a = Global Solutions 404-4202389 p-97 form 1040 008) FIRST _D_EKAMPLE 52-46-5132 _ Page? Tavanal “Encanto ine 37 Caused goss wicomey = SEU, 618. Credits 39a Check |] You were born before January 2, 1984 Bird. Total boxes FL ee nansce mens, feta. Ste ae ioe bit yor sone ees on spray or ou ee dla ate, see wesantcktee > 396 [Jl {Deduction |e Check ste deduct nclaes va sta tvs cate ls (see nstctons) > ave [IP form “an feted deuce er Sse) er You stanart eduction (et mr) * 26,807. SyEspaewhe. [41 Subtract ime 40 fom fine 38 a Bin BeT. ering 368, Hine 38 so ST35T oo proce os a Moweser Geto! edt se mrecis, (Peseorae |“ Glee in be Gal snc ef eg saeesos tebe @ 2,333 jean be lommed | a3, Tauneloeone, Saad tre 2 fine Jace depersem, | “° finesse tune fh eve 3 “ 540,534. i See structions. | aq Tax (see instr). Check if any tax is trom: a {| Form(s) 8814 a others: [Form 2972 “ 167,784 eae or tara (45, Atative minimum tx se isto) Ata Frm 6251 ro o 1 [Sime Mad a Aas nes A and 45 lag 167, 764. ss0 | 7 Fea ax creat Aan Form 116 eqaed a | ze Married filing “48 Credit for cll ant dependent care expenses. Attach Form 2461 jaa} Bl ny 149 Credit for the elderly or the disabled, Attach Schedule R.... [49 | a Grating 50 Ecucaten ces. atach Fo 8963 3 | Ses 51. Relrement savings controutons credit Atach Form 8850 ...[ aioe eae S52 Ovi ts cd ee zu Ata Far sie ole 5 reece 58. cris ton ror a Jams b [Jomo e [ Juai.. [5s [S000 54 Owen tonfer: a [/}x0 & [Jam « [} t 55. Add limes 47 through 54, These are your total credits 56 _Sublract ine 5 from tine 46 ine 55 is me than line 45, 167, 784. 7 ST Saeasdloyert ta Htc Secu SE 5,806. ' other 58 Used ssa ct at Meteor aes a (Jer? & [a Taxes 59 Aston on i, ae uid eeen ls, Ata Frm 8 eared 0 Aiionl mee a [JAE payment. b [_] oneal em ten Set tha nes 5. Th you wal tax TTS, 550 Payments 62 Federal came tax wii fom Forms W2 end 1099 TREES 68 ties samen an aso hed fo 7 alaiving 64a Earned income cect (IC) Brier atach,[-—b Nonnale aa uy econ..... > 6b) Schedle E1C. | gy seas sal ey an tet 1 RETA aw aii : {6 Aackonal child tax exe Attach Form i (67 rout sd wih ees frees —l 62 crest om Fam: 9 | J 28. s t 69. Festtine hamebuye ered, lac i 70 Recovery rebate ced (se worksheet) He 71h ins gh 0 Ta ae ot apart n 447, 510, -- Refund 7 HoT mee on ie, fom in Te bean yo rea 7 213, 920; | Ret opesit? 7B Aneurt of ine 72 you valet orm 8888 s atiachod, check ere -. > []l7Ba] 273,920. Secinsusions —* bRowting number Flcrecing andfivin gap, > gaceount pe Belang fae Fontn 8688. 74 secu of >i74 | ‘Amount 75 Ane ir ie Fra on ov oe evo You Owe 7 _Estimatom structions) 76, pane wea Third Party Desounartt: alow Sais hs return wih te RS (Ge insures? Ll ves Complete the foliowns. [No Designee Se2""* mer Sacem = Sign er Bap erent Sees a Be eC ea an ce i ote we wer yea Here. Yorspane Pe Yo ecnotin ern pore wb Serinstractons. >. lconsuxrant ern aca a RTS PORTER cS oan z SRB» ee paid ops > | ae Prepares tint Sel f-Prepared Use Only Seige fem Form 1640 2008) IbJan 01 09 12:15a = Global Solutions 404-4202389 eo reana ltemized Deductions (Form 1040) seen cesar lt > tach to Form 104, Zl (riers Rewerue Sermce” (29) > See Instructions for Schedule A (Form 1040). Seger ho 07, FIRST D_EXAMPLE oar seme mba 52-66-5132 Medical ‘auton Do not mci expenses rembursed o pad by ars a 11 ec on eal crass) 1 Dent 2 Gearanet em arn, ne. 2 | 3 Matty tne 2 by 75% (075) 3 4. Subtect ine 3 rom ine 1 line 3 more ha ine 1, eter 4 J You 5 Slate and cal (eheck only one box: 7 2 [income taxes, of Elecen ssc | 5) za 6 Realestate tates (see iutions) ale 9, 1007! (eee 7 Personal propery taxes 7 Frstucions) 8 Oer taxes, Ls! ype ara aroun! = i 9 Radines 5 eoug i 11,837. Tptergst 10” Hore yer an es pres on Fam 18 ‘You Paid 111 Home mertgage interest not reported to you on Form 1098. H past to the person ‘men Su ese cone Sw Swat rons re, ‘sng oe, a abs Note. % BeSonat 13. Qualed mortgage inswance premiums (oe instuctions ear “14 investment interest. Attach Form 4952 i required Sees. (Seine) 35. Aad tines 10 trough 14 5 19,067 Gifs jo 16 Git by cash or eneck.Ityou made ay gt of 5250 F Charity more, see instrs Hyg made 47 Ofer tan by cash a check. ary got saitand | 17 ‘Sore, ravuctons, You must each for it, see ‘over $500 tPatuctons, 18 Canyover fom prot year 19. Addines 16 though 18 9 Caauaty and FRERUM Res 20 casuaty or tet testes). Attach Farm 4668 2 21 Unremmbursed employee expense eo sducatos, ee Aten Farmy Terie. Gee instctiors ) yes 2 2 (See 23 1 fractions za 2 24 2 | 25 Matty ine 25 by 2% CB 26 | 27_Subivact ine 26 om be 2, Ine 26 is move than tne 24, entero. a cna ZB Othe = rom is inthe ractors. Lit ype ane amout = cama iscettneous ae Deductions ~~ 7 os Toit BH BFR 106, ine BE, o1e TD (owe SATS Nemizes tarred lg separate)? caentiat TEIN. Your dediion isnot write, Ad the amounts in fe for ight column Wines # ough 28 Aco, en hs amount on Form 1040, ie 40. 26,80 Ff]ves. Your deduction may be ited. See meituctons for the amour w enter. —| Sg git Gala nbn no em as ae] Ttamized Deductions Lisited per IRC Sec. 65. BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. ronasn ‘oo8 Scheaule& (Form TOAD) 2008 oFJan 01 09 12:15a = Global Solutions 404-4202389 p-99 a GV WO at Schaule B um 104) 2008 Ja KAY ni, “owe sess Pane 2 {am emer oF 0 EF Yrs sci oar FIRST D EXAMPLE, ee UN 1522~66-5132 ' Schedule B — Interest and Ordinary Dividends eer. 0B Tat name o pave any ices 5 Fora sl anced morgage ane the buyer aed ‘aan Part! Fa re ret Se hans conor ark fs res tak, a + Interest show al buyers eocal securly number and address sais : WELLS PARGO BANK #9987064532 ~ MORTGAGE 2,400.00: isto 1 [2490.00 tees) 31,200.00 «tier 1 [[Tieto00%00 ie) Se 2,900.00 {fmt hertns 10, 560.00- 1 Bree eee 2 do the amounts on tine 7 3 Excludeble interest on sores EE and | US. savings bonds issu Ir Rlach Form a815 4 Subtract ine 3 from ling 2. Enter te result eve an on Form 1040, ln Note line 4 is over $1,500, you rust compete Part i 5. List name of payer See tebuctions for Form 1040, ine 83.) 6 Add ihe amounts on ine 5. Enter the total here and on Form 1040. tine 9 ‘Note tine 1s ovat $1 50D, you mus! complete Par ‘You must compiate this pert if you (a) had over $1,500 of taxable interest or ordinary dividends; or (b) had a T oe TOURS ts oa ee Oe coe ret fo Varcror to: sage as Yes} Ne Foreign T Aes 1 an spe gdm Give ne ars ipaes sot eoty om atonal ges TSS eg 8 a ee 8 See enw n eee oeres e a ‘ es Marae te: cee ay ‘ntruetions.) 18 During 2008, did you receive 2 distribution Wom, oF were you the grantor of or ranstero: to, aforean tst? | | Ines." you may have to file Form 3520, See structions | fx {BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. FORO cae ‘Screcule B (Form 1020} 2008 zeJan 01 09 12:16a = Global Solutions 404-4202389 p-100 SCHEDULE C Profit or Loss From Business ovate wens (Form 1040) ‘Gole Proprietorship) 2008 * Partnerships, joint ventures, etc, generally must file Form 1065 07 1065-8. SETRLEERERE? | wamach aha ts NON oak PSertnroctons er Senealec Gorm tay] SEETe 09 Ale eee Tear samt FIRST_D EXAMPLE 1529-16-5132 | ate Sean a a TN —— | { ____consunrzne i = 543600 Te no SSG HR BO cmon ca To i INALO LLC - Speen ane ererer as aa Seca awrromi, wa 8138 Se eee Cima ® [lone oem __-o — Free rern ont taetn te oacen othe hehess ary 20%? We, Soe rao br i GTI Fi Wyevtod a scnwed et nares fatty 208 cose » ParkiT Income ' 4 Gross receipts or sales, Caution. See the instructions and check the box i oS a ed pox on hat amos Fe beso ats rt vere rept ny era ea ese in ot SES nein galt a wns pote ce $ Returns and allowances Subtract ine 2 rom tie 1 Cost of goods sol (rom ine 42 on page 2) Gross prof. Subirac ine 4 from line 3 Eyes [no oO Cover income, ineluting federal and site gasoline o fuel tax creit or refund (Gee instuctions) 7 Gross income. Ai ines 5 and 6 Partii | Expenses. Ene: expenses or susiness use of your nome oni 30. 8 Aovertsing 8 1,060.[18 Office 19 Pensign a 9 pans 9 Car and truck expenses (Gee instructions) 9 12, 402.| 20 (Ger instructions) 10. Commissions and fees 70 hinery, and equipment 11 Contract taboe Property (Gee incbrucvons) n B: mamenance 12 Depletion 2 ies (rot included in Part) 18. Depreciation and section ‘and Hcenses 179 expense deduction (oot ince nat I) (See insvuctions) Trawet 14. Employee benefit rgarams | fy Dedvetble meals are entertain - ict: than an ine 19) 1 (Coe meters) 2a 200. 15. Ineurance (tre than ath). [5 | 5. uties 1 2232 16: eeres: Ea | 26 Woges (ess empoyrnent exe 25 > wore oa, ) 27 Ofner expenses (rom ne 28 on borer bape 2 2 i 17 Leon & professional servi Ea 28 Total expenses Seore exper oF ome: Rid tres 8 Woh 27 BE 29. Tentative proft or (oes). Sura ioe 7 2 31, 635. 30. Expenses for business use of you POM Form B29 30 6,944 31 Net profit or Joss). Suva ine 30 rom ine 22 * I oft, enter on both Form 1040, ine 12, ae Schedule SE, ie 2 o on Form 5 On ine 3 you choca te boron ie ae estoy employee, see | rectons) Ess ano sts, ete on Form 108 tne 3 a! 44,691. 11 81058, you must got tne 32 4 132 Wyouhave 8 oes. check the bos that descries your imestment this acy (See mstuons), + 1 yu checked 32a, ene he loss cn both Form TOAD, ie 12, onc Schedule SE, fine 2 or on Form {oad tne 9 ft yeu Socios fhe ben on Une 282 lta empajen, Sos fe ine SY Inewuetors) Al ewestent Effstes rd ass, ener on Form 188, ne we Baie Some svestrent +t you checked 220, you must attach Form 619. Your oss may be hited mp [lemavnn BAA For Paperwork Reduction Act Notice, See Form 1049 instructions. Senedale © or TOAD) HE rome’ wea ”Jan 01 09 12:16a = Global Solutions 404-4202389 p-101 Schedule € orm 1040) 2008 FIRST _D EXAMPLE, 52246-5132 Page? Partill_J_Cost of Goods Sold (see instructions) 7 TE Weleda) used ovate casirg inventory” © T]Oast B [] Lower castor mart © [Oth Catach expanation {34 Was there ary change in detaining quanstes, cots, of valuations Between opening end casing iver? Wee. attach expisialion, ° * [ves Cine 35 Invergory at begining of year. diferent from last year's closing inventory, attach expienation 8 Purchases lest cost of items witharawn for personal use Je_le_e | Cost of lator. Do no nelude any amounts patd to yours? BI Matecals and supplies Other costs ee 35 ah 38 eta fo etry at an of get i 12 coset oo sad Stat ine 4 fom ne 20 ihe esst hae and on ae? | Part IV | Information on Your Vehicle. corpiete as nar only if you are caiyyicar ON cx0eNes on line 9 and are not ragurred fo Re Form 4982 Tor TS QLSIMESS, See the structions for line 134gMec Out YOR fe Form 4562 ess i i a 8 g k a x 3 3 § 4 * 2 Business Les [ne 45 Was your vehicle avaliable for personal use Guning off-duty hours? 14 Do you or yur spouse) have aot etic avaible fr pesoral (ves Cn = Ara Do you have evidence 1o support your deuetion? Dives Lino bir Yes, isthe evidence wien? Tres Fin + Bart 1” Other Expenses. Ust below bcsiness expetmalgigt cluded on lines 8:26 or ine 30. 48_Total other expenses. Enier here and on page 1 line 27 4, ‘Senedtle © (Farm 1080) 2008 " (eeJan 01 09 12:17a Global Solutions 404-4202389 p.102 Schedule E (Form 704) 2008, Faris ews 6 een Os a eer re BSG Ba PND Town Fa [Now i ty FIRST D EXAMPLE 22-46-5132 ‘Caution: The RS compares emours repored an your la relurn wif amounts shown on SehedetS) K-1 | Parti Tincome or Loss From Partnerships and S Corporations Note. it you rer 2 loss from an atk acini for which any amount 's not ai rsh. you must check tne Box in column (e) online 28 and attachment Sequence No. 13 Page? Hi ohn G18 Bee irons a Bev Joss orig 1 Fes vac | mot Final =Do Wot File- Ere P| ey check it] @Emotoyer |e) Checkit 2 (aname rorparmersnn: | \sttgn "| (Serineaton sy rou eetatan {Pam | number” rot a ek ;» TaliNazo me : 7a 2 T]_|eo=asassea ITT B| im i | Ht HEE Tl Hi i 1} ol i TT { t ~___Faselve income and toes Nonpassive less Hi (Pessive oss alowed Passve came | @)Nonpassive ose |g OS: ORerease ; (atldtn Form #589 #reaurec) (Or Schewie | Mam Seneaue Ret : ema e al : 15,000 a a Li oH 293 Tous al 75, 600. Totals z i 3,600.[° 30 A coun (@) and @ oie Ba 2» 75,000: 31 Ad columns (), (%), and () of ine 286 FA =3, 600. 2 income or ots). Combine ines. 30 saan - 71,400. (€) Passive deduction of foss alowed Passive income | (@) Deduction or toss | _ (Other income (© eh fam at reaured) fen Schedutever_| fon Schedule Kel | om Schedule Kt rials b Totals 35. Add colurins (6) and (of line 343 36 Add columns (c) and (2) of line 240. 37 Total estate and trust income 9 Fesuthere engnctude inthe [PartVT income or Loss, 5 and 36. Enter the Morigage investment Conduits ( %. a! EMICs) — Residual Holder @esore | Cbseeckion | ()iaabie care | e)incone vom 38 fame (ernie va Pon o ideninston ueroer| fa See | suse yy | Schedles a ne 2 "35 Corie cours (and @ cry Eerie eal here and neler he Wl en ie 41 batow i= ERG Part V7 Summary “20. Net farm rental neome 0° (loss) Rom Form 4835, Also, compte ine 42 below a Fax 089) ahaa 520, $B Fae 0, Eee result he “CE. r. Lays * Eki rn. te , 42 Berean rede eboted onFomnge ine Schebult er rai 1065) bex 14, cade 8: Sehadule K-1 (Form 11208), box 17, cone T; an Schedule K-1 (om 3681, ine 14 cade F (Gee mstuctions) Reconciliation for realestate professionals f you wore 2 tea\ estate Prclersonal Gee nections ee te mame (es) you ropa Eisner on Form TOAD or Fofm TOAONR fro all eral real estate actvibes inweich you maturialy pariibated under the passive actly iss rules, Fora o6out8 a3 BAR ‘Schedule E (Fa m8 1080) 2008 Jt]Jan 01 09 12:17a = Global Solutions 404-4202389 p-103 SCHEDULE SE “OME Na 1585-0076 (€or Y040) Self-Employment Tax 2008 Reaw ten sacs” > Attach to Form 1040. ~ See Instructions for Schedule SE Form 1040). Serek 17, Tone a psu 3 ea ORBRPROMTTD a ww Fee 3 ae a ea FIRST _D EXAMPLE wh eeltommlontent wees |572-66-9332 Who Must File Schedule SE You must fie Schedule SE i: You hed net earings rom seltemplayment ram other than church employee income (ine of Shot Schedule SE or lne As of Long Seredule SE) ot SA00 or more, or i : "© You ho church employee income of $108.28 or mare. income fram Servicus you performed as @ minister or 2 member of a rtigcus order is not church employee income (see instructors. Note. Even if you had @ loss of @ small amount of income from self-employment, it may be to your benefit to file Schedule SE and use ether ‘optional method i Part il of Leng Schedule SE (see Instructors) ‘Exception. f your only self-emplayment income was ffer earings as @ minister, member ofa religious order, oggigistian Science ‘raciuoner and You ties Form 4361 ard received IRS approval hal tobe taxed on hose earrings, do not file 5 Insizad, ‘write “Exemal = Form 4361" on Form 1040, ine 57. May | Use Short Schedule SE or Must | Use Long Sch 2 a eee ser et Set te cchece sEoF Be os ho Mest Fe Scheu [Did you receive wages or tips in 2008? No Yes. ¥ Rae ae aan bes es and tne subject to social ark Ger ar pls yeu et more tart $122,000" Creatian Sconce practtuener who received IRS approval not fo be taned on earrings ‘ror these sources, But YOu we Set-empioyment tax on other earnings? iSHiiSriveS! Axe you using one ofthe optional methods ts igure your rat @aminge (see nsttucions) No ¥ ceive tps suber socel security or Medicare \Yes| ‘id not report to your employer ne - a yack on pgs far BT, come SSSI aaa Ses No ¥ Diese seoa cueieeoreectare mace o Pere io y_ a You may use Short Schedule SE below 1 ‘You must ase Long Schedule SE on page 2 = PPiacm parmerships, Schedule K-1 (Pox 1065), Section A — Short Schedule SE. Cautio ‘La Not farm profit or (oss) from Bor Me cece ‘If you receivad social secur rogram payor metued on 3 2 Net proto (Joss) from Schedule C, inal; Schedule C-E?. line 3; Schedule K-) or 1065), box 14, code [Alter than farmngy: and Schedule K-1 (Form 1088-5), bgx 8. code 1. Ministers anc members of religous Orders, see ints for pes of Income to feport on ths ine. See nstrs for other income to report 3. Combine Ins 1a, 1b &2 4 Net earnings from self-employment. Nultioly line 3 by 92.35% (9235) ess tran $400, do not fe this Senedule; you do nat owe self-employment lax m4 37,948 5 Self.employment tax If the amount on hie 4 is: itt '*5102,000 or less, lp line 4 by 25.2% (159). Enter the result here end on Form 1040, tine 57 Bvlty benefits, enter the amount of Conservation 60 of sede Scheie Hel (Por 1055), box 20, 41,091. 41,091. ; / 5 5,806. Moe than $162 09, muy ine 4 by 2.9% (029). Then, a $12,688 to the resi Ete he | s{___s, 606. STAC TS 408, ine 57” J 6 Deduction for oneal of seltemployment tx Mls ine S by 50% (3) Eri heregu hee and on Frm 1040ctine 27 is} 2,903. ‘BAR For Paperwork Reduction Act Notice, see For 1040 instructions. ahah ae Schedule SE Form 1080) 2008 “3Jan 01 09 12:19a = Global Solutions 404-4202389 p.104 From 8829 | Expenses for Business Use of Your Home > fle only with Schedule C (Form 1042. Use a separate Fm is ar ca home you sod for business ding he year = be separate Instructions. ‘aera Beans borer” 9) | 2 Namen press) oars eanty mob PIRST D EKAMPLE, 522-4 6-5132 ' [Par Part of Yqur HI Us B Ss CONS! 1 2 Total ares of home 2 1,500 13. wide line 7 by ine 2. Enter the resutt as a percentage at 13.33 § For daycare facilities not used exclusively for business go to ine 4. All others go to line 7. } ‘Multiply days used for daycare during year by hours used per day a! hr 8,784 hr 4 ‘5 Toa our ava or ee dring the year EE cys x mrs intuctons) 51 6 Divide hme 4 by line S. Enter the resul as @ decimal amount. 6 | 7) Buses pecans For aarae fie ot wed celal fx srs, url ine 6 ty 3 (em he est a ercntags. Al cer, ete the aout fon ie 3. 13.33 4 [Part Figure Your Allowable Deduction a 5B Enter the amount rom Schedule C, ine 29, plus ary net gain 0° (oss) derives from the busi ot i {your home and shown on Schedule D or Form 4787, more than one place of BUSINESS, guns 51,635. imc aenedtmevcomumnesa, [2] bret pene: | Gy 9 Casualty asses (see instructions) 10. Deducticle mortgage interest (see instructions) Ti Real estate taxes (see instructions) 52 Add nes 9, 10, and 11 "43. Mutiply ine 12, column (b) by ine 7 1 Aad line 12, column (3) and line 13 115. Subrctline 16 froin fz oes, ee — i Eorm Not Fi 20 Uilties 21 Other expenses (see insts) 22 Add tines 16 through 21 . 23 Mutiply fine 22, column (6) by ine 7 ‘ 24 Carryover of operating expenses trom 2007 Form B829, 25. Rath line 22 i column (@), line 23, and line 24 ‘26 Aol operating expense. Erte smal of ine 1S ar ie 25 21 Limit on excess casually losses and depreciat act line 26 from tine 1S 2B Excess casuaty losses (See inswuctions) - | 28. 29 Depreciation of your hore from Pert I be E 2 Ta. 30. Canyon of ess acuay lees and Sine Ey 31 Ads lines 28 through 30 3 2,413 32 Allott cess cal ss 2 ale of in 2 ne 3 ‘ = 311. 38 Add lines 14, 26, and 32 3 6,944. 34. Casually loss portion, if any, fromm B32. Cany amount to Form 4684, Section B 4 35. Allowable expenses for business use fer home, Subtract ine 24 from ine 33, Enter here an on Scneaule €-ine 30. your home was used for more than one business, see mstuctions es 6,944, [Part Il: [Depreciation of Your Home ii "36. Enos the smaller o our e's ae kas 4 fr ma ae ee stu) 36 325,000. 7 cf land included on i © Ea 38. pass act 36 i 39 fst ssf ling. ty ile 7 ‘40 Depreciation percentage (see instructions) 20 2.5641 0 4} _Depreciaor alewabe (se nebuctors). Mul lie 28 in Ere ea on iw 28 above at Lin. [Park IV _| Carryover of Unallowed Expenses to 2009 ‘42. Operating expenses. Subtract fine 26 trom ine 25. Ifless than zero, enter 2 = 43 Excess casualty losses and depreciation. Subtract line 32 from ine 31. less than zero, enter ra 0 ‘BAR For Paperwork Reduction Act Notice, see separate instructions. Foie Oe Form 8829 (2005) JesJan 01 09 12:20a = Global Solutions 404-4202389 p. 105 ew 4562 upamer fh Tey BigeareE hse FIRST D EXAMPLE Cd We ut Pets TOM ‘Depreciation arrd Amortization (Including Information on Listed Property) ® + See separate insbuctions. _» Attach to your tax return 7) Manimum amount, See the inetuetiors for a higher limit for certain businesses 1 $250, 000. 2 Total cost of section 179 property placed in service (see instructions) ana 13. Thteshold cost af section 179 property before reduction in imitation (see instructions) 3 $800,000) 4. Recuction in hmitation. Subtract ine 3 from line 2 f 20/0 oF less, enter - 4 5 Dots tptton fo tyes. Suet ne 4 orm he | Heo ess ee marie pg a & (2) Sezer err (cost anes oye | (© Ewa & 7 Usted propery 8 Tota elected cost of section 179 property. Add amounts in column (c) ines 6 2nd 7 9 Tertatwe deduction. EF 10 Carryover of disallowed deduction from line 13 of your 2007 Farm 4562 11 Business income ieiiation, Enter the smaller of business income (not less than zo 12. Section 179 expense deduction, Add lines 8 and 10, but do not enter more than i 13. Carryover of disallowed deduction to 2008. Aod ines 9 and 10, ess line 12 Note! De not use Part or Part (li below for isted property. dnslsad, use Part V. Enter the amount from bne 23 ior the smaller of line 5 or kine & [Partii_| Special Depreciation Allowance and Other Depreciation @e not inc’ tad property) (ee instructions.) 4. Special depreciation allowance for qualified property (other than sted ‘ax yoar (eee instuclors) It you are electing to oroup any assets placed in askel accounis, check Here rn oe of more neal Section B— Assos Placed in Service ear Using the General Depreciation System @ ©) More a ©. | .® ©, @ peseeton cesses meta coder | cater | ee ein Ba Sear propery : i t t 1 20-year oroperty 9 25.year property 25 yes a_i W Residential rents 21.5 ves sa! pronerty 27.5 yrs s/L F Nonvesideria real 38 yrs sib Eaenninaet property sz Section € — Assets Placed in Service During 2008 Tax Year Using the Alternative Depreciation System Listed propery. Enter amount om ‘22 Teta, dé mous rom io 1, ng rouge 17, as 19a 20 oar, ane 2. Etre anon ‘heapoapeate in of yu obi. Parmer and Sarperatns — ee tons 2 4,731. 23 For assets shown above and placed in service during the curent year, enter rile fo ses sr ate oe see as al i Fer operon eaecton EN, ve ep inacons a SEB soyJan 01 09 12:20a = Global Solutions 404-4202389 p.106 Form a862,(2008) FIRS? D EXAMPLE 522-46-5132 Pane? | [Part VJ Listed Property drciose automobiles, ceriain otter veucles, celular teleshones, cerain compuiers, and property wed for eiertainment, recreation, of amusement) Note: For any vaice fr wich you ae usrg the stadard mileage rate or dedbeting ebee expense, complete ony ts, 2%, Couns (2 trough (oof Seaton A siof Seton & snd Sector CW sppicabe ‘Section A — Depreciation and Other Information (Caution: See the instructions fay nis for passenger automobies. Orn buy ‘at Ein ate-DS” Not: ze a 3 FO TTS ‘allowance for qualified listed property placed in service during the tax year and bed more than 50% a qualified business use (see inst ucts), les is Preverty used more than 50% ins qualified business use: powosae aszzzmen|03/25/08 {100.00 27 Proverty used 50% or eS In a qualified business use: {2B Add amounts in column (h, lines 2 tough 27. Enter here and on line 21, page 7 & 23 fA smountsin column @, ine 25, Enter here and online 7, page 1 B Section B — information on Use of Veg Complete ths scton tr vices used by @ Soe propa. sane, o other moc than son, you prove ehicls to your enployes, fst answer tre qusstons n Secon C10 see ftyOU Meet a ex thee or hse veces, F 30 Total business/investment miles criven | hed had i hd e [opt usnensinestrar vencie1_| venice? Venicle @ | _vetiie S| Vehicle 6 ‘commuting ries) 22, 814] ‘34 Tot coumating mts den ring te year © 32 fil tar prone concen OF. a Ne t 34 Was the vehicle available fox personal uso ' ding of-cuty hours? 35. Wias the vehicle used primarily by a more than 5 owner or related person? Yes | No. + 36 Is anotner vehicle availble for i personal use? “Section © ~ Questions for Employers WiBlerovide Vehicles fr Use by Ther Employees F--Answer these questions to determine tt you meet an gaiagion to completing Section B for vehicles used by employees who are not mare than 5% pune oF Felted persons (See FSM). ‘37 Do you maintain a wien policy statement tf Dy your employees? x pronbits personal use of vehicies, except commuting, by your 38 Do you maintain a watten tio meng red by corporate officers, directors, or 1% or more owners: ‘employees? See the mst 39 Do you treat all use of vetlel ‘40 Do you provide more than tive vent Vehitles, a retain the snformat 481 Do you meet the requirements concerning qualified automobile demonstration use? (See instructions ) Note: /f your answer to 37, 33, 39, 40, ord] is 'Yes,'do not complote Section B for tne covered vanicies. t (PartVi_ [Amortization a _Form-Not Final= “A2_Amortwation of costs thal begins during you 2008 tax year (see instructions) “43 Amortization of costs that began before your 2008 tax year ‘44 _Total Ade amounts mn colur (See the structions for where o report roams os'o0e Form 862 2008 ele eesJan 01 09 12:21a = Global Solutions 404-4202389 p-107 Beet rom 4562 Depreciation and Amortization Aancluding information on Listed Property) | “2008 BETAS” 5 + See sepaateinstrcions. > Atco your net. sores 67 = a : i f Z tte ( 7-Riieom ni Se Recon bre tly oxi chess TL sa80, 000 1 2 Total cost of section 179 property placed in service (see mstructions) eH 3,600. t 4 Reduction in limitation. Subtract line 3 from tine 2. it zero or fess, enter -O- 4 oO. 5 atari fx np. Sato! ne fam ne 1. ao tas eet. mara ing s|__ 250,008, é (@) Desrinon et orapery (W)eos uae vse ony) (©) El Pines aenay Sher te aaa Tone : () TSSIMORES Sansa enya ae ne an py ao 9 Tentalive deduction. Enter the smaller of line 5 oF line 8 i= 7,200. Se ei See mintne to yeabi For ed 3 111 Bistessneome imation. Ente rar of burnes come (not ese han zene 5 hos one cues tence Ais Seal bade ter rere tol i a Den Pee i oeseperee peep opumiryiet oat SS a 1° “Wete: 00 not use Fart Il or Part ll below for listed property. Instead. use Part V. (Part i. Special Depreciation Allowance and Other Depreciation (Do not inoWigries properly) See insructions.) Boiaced in sevice during the | V4. Special depreciation allowance for qualified property (other than listed pr fax year (see mstucions) 18 yoy ae electing to group ony asses placed in sery cin Sccours, chock nee Section B = Assets Pacedin Sere ea Using the General Depreciation System a ore ito one mune generat @, hss ocery | gaa pat Aa Syear propery es i aaa bb S.year orooeriy x i € 7-year property | aio.year property 15.year proverty 2 un al 1 20-year property... am 19 25-year propery 25 yrs Si Residential venta 27.5 yre | MH S/l property... 27.5 yes |__¥e S/i, 7 Nonresident real 39 yes | WM iayeraea property oats aeons ett Section ¢— Kiss Placed See Dung 20 Yn: Yen Using We Atmnve epreciaton Stet Listed property Enier amount fom ine 28 22 Total, Add aren fom ine 1, lings 1 hough 17, 8 and 20 elu) ade 2. Ee ere anor the apgroane Ines of ou ren Fates ar'Scrprain: — see rsrtions 23. For assets shown above and olace in service during the cutrert year, enter orton of tie basis atvibutabe to section 263A costs 2 | zs ‘BAA For Paperwork Reduction Act Notice, see separate instructions. Foust? cena!Jan O1 09 12:22a Global Solutions 404-4202389 p.108 Recovery Rebate Credit Worksheet 2008 » Keep for your records Name(s) Shows on Retura Social Security Number RST D EXAMPLE 46-5132 Before you begi © See the printed instructions for Form 1040, line 70 to find out if you can take this credit. © IF you received Notice 1378, have it available. The notice shows the ammount of you economic stimulus payment, which you will need to ill in ine 28 below. If you do nt have Notice 1376, you can find the amount of your economic stimulus payment on wwew.its.gov. 1. Can you, or your spouse if fling 2 joint return, be claimed as a dependent on another person's return? | No. Go to fine 2, Yes. You cannot take the credit. Stop here. 2 Dass your tax return include a valid social security number for you and, i ling a joint return, your ‘spouse? X_] Yes. Skip lines 3 and 4 and go to line 5. No. Go to line 3. 3 Are you filing a joint return for 2008? & |__| Yes. Go to line 4 No. You carnot take the credit. Stop here. 4 Wie either you or your spouse a member of the U.S. Armed Forgal any ti ing 20087 Yes. Go ta line 5. No. You cannot take the credit. Stop here. Ener the amount from Form 1040, line 56 167,784 Enter the amount from Form 1040, line 52 iat ‘Add lines 5 and 6 167, 788 Enter $600 ($1,200 if married filing jointly) Enter the smalier of fine 7 or line 8 }0 fs the amount on line 9 at least $300 ($600 f marri [ac] Yes. if you have at least one qualifying chile number* on Form 1040, line 6c, coli, (2), east one qualifying child with a vali Form 8901, go to line 11. Oth ___ line 9 on line 22. [J No. If line 7 is more than zero, 2 11. Otherwise, skip line 11 and go to line 12. TT Is your gross income"* more than the arn Program calculated gross income Adjustment to gross ineome Gross income Single or married filing sep] geavou Rimber* for whom you completed 11 through 21 and enter the amount from 2 O40, jine 20a 13. Enter the amount of any nontaxable veterans’ disabilty or death benefits you received in 2008 14 re you filing Form 8812? {7} Yes. Skip line 16. Enter on fine 16 the amount from Form 8812, tne do [TJ No. Go to line 15. 15. Are you filing Form 2555 or 2555-£7 to exclude foreign earned income. ar using one of the optional methods to figure your net earnings from self-employment on Schedule SE, or are youe church ‘employee or member ofthe clergy? ‘Yes. Fill ou the Earned Income Worksheet in Pub. 872 and entar an line 16 the arrount from line 8 of thet worksheel. [7 Wie. Go to ine 16.Jan O1 W ry 9 2 RRB BRB 09 12:23a Global Solutions 404-4202389 p.109 FIRST D EXAMPLE 52246-5132 Page? 16 Earned income. IF you did nat already enter an smounl on this line as instructed con ines 14 or 15, complete Workshest B on page 51 in the printed instructions and enter the amount from Worksheet B, line 4b. If you (or your spouse, it filing Jointly) had nontaxable combat pay. did nol file Form 8812, and did not enter an amount on Form 100, line 64, add your (and your spouse's) nontaxable combat pay to the amaunt on this line.) a Program calculated earned income b Adjustment to eared income Earned income Qualifying income. Add lines 12, 13 and 16. Isline 17 atleast $3,000? [J No, Skip ines 19 through 21 and enter the amount from line $ on line 22. [51 Yes. Go to tine 19 Enler $300 ($600 if married fling joint) Enter the larger of ine 9 or line 19 Multiply $300 by the number of quaiying children for whom you entered a valid social security number on © Form 1049, line 6c, column (2), and checked the box in eolurmn (8), oF © Form 8901, column (0) & ‘Ad ines 20 and 21 Enler the amount from Form 1040, line 38. Enter $75,000 ($150,000 if married fling jointly) isthe amount on line 23 more than the amount on fine 24? No. Skip line 25, Enter the amount from line 22 on line , %] Yes. Subtract line 24 from line 23 494, 674. Multiply line 25 by 5% (.05) Subtract line 26 from line 22. I zero or less, enter 0 G Enter the amount, if any, of the economic stimulus paym 24,734. o received (before ‘25 shown on your spouse's Notice 1378 or, Joint return for 2007 and received an ecor your spouse are each treated as havi Recovery rebate credit. Subtract li 0- (z0r0). Enter the result here and, if It you entered an amount on line 13 above, SNgREVA" on the dotted line fo the ielt of Form 1040, line 70. If you (or your spdtse, i fing jointly) had rontaxable combat pay, did not {BB12, and did not enter an amount on. Form 1040, line 640, enter "Ng ‘of Form 1040, line 70. if ine 28 is more then line 27, you do nf ay back the difference. Fequired for a qualifying child Ifyou filed 2 joint retum AND either you or ya smber of the U.S. Armed Forces at any time during 2008. Your gross inco 18 (if you were not le Schedule D), 15b, 16b, 19, 200, and 21 (excluding any negative amounts); Schedule C, NMG Schedule O-EZ, line 1; Schedule E, lines 3 and 4; Schedule F, line 11; Form 4825, line 7; Schedule K-1 (Form 1065), box 14, codes 8 and C; Schecule K-1 (Form 1065-8), box 9, code K-2; Schedule K-1 (Form 11208), box 14, code B. Sut do not include on this jine any ‘amount for which you ciaimed the foreign earned income exclusion or the housing exclusion on. Form 2555 or 2555-E2. Your gress income also includes the total ofall gains ftom: Schedule D, lines 1, 8, and 13; Schedule D-1, jines 1 and 8; Form 4684, line 14, end column (¢) of ines 35 and 40; Form 4797, lines 2, 10, ‘and 30: Form 6252, lines 24 and 35; Form 6781, limes 1 and 12; Form 8824, lines 14, 23, 35, and 36; land Form 2438, line 12. But subtract from this total any section 1202 exclusion, any section 1045 or ‘section 13978 rollover, any exclusion of gain from DC Zone assets or qualified community assets, and any section 121 exclusion shown on Schedule D or Form 4797, MoeJan 01 09 12:23a = Global Solutions 404-4202389 p.110 Form 1040 Social Security Benefits Worksheet 2008 Line 20 Keep for your records Name(s) Shown on Retr Social Security Number SIRST_D EXAMPLE 522-6-5132 Social Secunty/Raioad Reliremeni benelits recened in 2007 aI i Taxpayer Spouse Total net benefits from Box 5 of all SSA-1099 forms Total iederat tax withels from box 6 of all SSA-1099 forms Total Medicare & premiums withheld ftom all SSA-1099 forms Total Medicare D premiums withteld from all SSA-1099 forms Total net benefits fram Box 5 of all RRB-1099 forms ‘Total federa! tax withheld from box 10 of all RRB-1099 forms Total Medicare premiums from Box 11 of all RRB-1099 forms. Total nontaxable veterans’ disability compensation, pension, and survivors’ benefits received from the Dept of Veterans’ Affairs rormoomD> ‘Aad amounts from line A and fine E above. Also enter this amount on Form 1040, line 208 2. Enter one-half of line 7 [ 3. Add the amounts on Form 1040, fines 7 (before adoption benefits Ba (before U.S, savings bond interest exclusion), 8D, 92, 10 throy 15b, 16, 17 through 19, and line 21. Also include certain incor residents of American Samoa or Puerto Rico. 4. Enter the totat of any exclusions/adjustments for © Foreign earned income or housing exclusion t 5 Add lines 2, 3, and 4 5 566, 683. 6 Amount from Form 1040, lines 23 through 32, plus any writ | 6n line 36 (other than foreign housing deduction) : 7. Subtract line 6 from line 5 8 Enter $25,000 ($32,000 if married filing join ‘and you livad with your spouse at any time 9. Subtract line B from tine 7. If zero or logs. entel 963,601. 6 2,903. 7 | 365,978. 50 ¢ ba ceparately 8 /___25,000.. 9 | S40, 978 line 9 is zero or less, stop here; none t taxable. Enter -0- an Form 1040, line 20b. ee married filing separately : ‘and you lived apart irom your spouse for all of SWgE, enter 'D' to the right of the word "benefits" on Ine 202. Iline 9ig more than zero, go to line 10. rity benefits are VO Enter $9,000 ($12,000 if marr $0 f married fling separately ‘in 2008) 10 |___9, 000. ‘and you lived with your 11 Subtract line 10 fro ‘ enter 0. u 531,978. 12 Enter the smaller % 9,000. 13. Enter one-hatf of 1B | 4,500. 14 Enter the smaller of 4 4,500, 15. Multiply line 15 by 85%. E line 11 is zero, enter 0: 6 452,181. 16 Add lines 14 and 15 6 456, 68) 17 Maliply line 1 by 85% (4 ” 8,976. 18 Taxable social security benefits. Enter the smaller of line 16 ot line 17, 8B 8, 9716. IF prior year luenp-sum benefits were received, go to line 19, otherwise, Et skip line 19 and enter the amount from line 18 on line 20. 19 Taxable benefits with lump sum election. Enter the amount fram line 20 of the Lume-Sum Social Security Worksheet .. 9 20. Taxable Social Security benefits. Erta” the smaller of line 18 or line 18 ‘iso enter this amount on Form 1040, line 205 2 8, 976.Jan 01 09 12:24a = Global Solutions 404-4202389 petit Tax Payments Worksheet 2008 : » Keep for your records Name(s) Shown on Return ‘Social Security Number i FIRST _D EXAMPLE 522-486-5132 Estimated Tax Payments for 2008 (if more than 4 payments for any state or locality, see Tax Heip) i Federal State Local ' Date ‘Amount Date Amount | 1D] Date Amount | 1D | | i 1| 04/35/08 04/15/08 04/35/08 | i 2| 6/36/08 a6/i6/o8 06/26/08 | i {| : al sosasyo8 -os/1s/08 HEE Et f 4|_o1/15/09 | 01/15/08 | 0: 5 | | [ | | Tot Estimated — — Payments Tax Payments Other Than Wanolding | Federal » » (if muttiple states, see Tax Help) | if 6 Overpayments applied to 2008 tl Gredited by estates and trusts ra 7 8 Totals Lines 1 through 7 9 2008 extensions Taxes Withheld From: 10 Forms W-2 11 Forms W.2G 12 Forms 1099-8 13 Forms 1039-MISC 14 Schedules K-1 15 Forms 1039. 16 Social Security # 17 Form 109.8 447, 510 18a Otner withholding | Loe | \ b Other withholding | Loc | © Other withholding st] | Loc | | on 19° Total Withholding Lines 10 through 18¢ 447,510. 20 Total Tax Payments for 2008 447,510. | Prior Year Taxes Paid in 2008 State 0 Local = | (if multiple states or tocalities, see Tax Help) 21 Tax paid with 2007 extensions 22 2007 estimated tax paid after 12/31/07 23 Selance due paid with 2007 return 24 Other (amended returns, installment payments, etc)Jan O1 09 12:25a = Global Solutions 404-4202389 p.112 ‘Schade Kt Partner's Share of income, Credits, 2008 (Form 105) Deductions, ete. NON-FINAL Poe's Nase Sooo! Sarthe [Fat] Information About the Partnership ‘A Porters’ Emoloretlercaen Aunts 8 Pamesws | | 6002945664, © TBS Canter wore panera rete ° ‘Chock fs 5 anu waded parsnip TP) (Gack forage panei [Pari] tormation About te Parner — Tene LE ‘Spouse E _Parne’s identiyng Number ame wuasr_ pam aceee 123 wy rarer iy State 2 Cte © ER] Genstal Panesar Ue manogar HEE) ames Parser 1 Whit ype o ery as pans? 4 Peners Saco Pret Loss, Cape Pr an ss Capel ae ie Parte’' Shae of abies ear Ee ‘usted norecaurse fora Recourse {Al ngestenin panei is a-sk ‘Soma reser parnerehs % mt Boe 1 Pamme's ania: Accowe Aalst: ‘eqanina Captal Account Canal Contes xing he se Cinren: Yen increase (besten) Engg GapdalAesout re E088) 7 Fata TES setter rosa Bo Partners Share of Cu 10, Deductions, Credits, Other Rems ‘Chea Type at Aatiy Ropers on te Serle Ki ental Ral Exe Ober Rent Actos tr (veer 3b, 8) 1 cxamary suznass neame Coss} Check # moter” patepsted i the busess aces snorting rec i oo 9 2 Nelvana ral esate nome (058) Check oer pateipates I ona real este aces Check actvey” paricoated rer rel esse acts Check eo of proves te ronoassveactiny 3 Oe net renal nce toss} Chackstrenta af propery @raraasane 5 intrest mone rest income som US. eblgchone Wise ban > Ouaeiing scenes ‘intrest income Wan US, ebigatans ck 7 Reyanes Doubiecich to ik toate o Ses very vwJan 01 09 12:25a = Global Solutions 404-4202389 p.113 Fins? _p SYAwpLe Page? Pannehip Nene SNREG ESE. (FaHHL___] Partner's Share of Current Year Income, Deductions, Credits, Other I 1B Net sharcterm capil gam (ne) Ht 9 & Netionpteim capa ain oss 3b Callectbies (8%) gain (ss) 9 € Urecoptured section 1250 a0 10 Nersecion 1281 gan Goss) 11 Otter income (oss) Code Deszrpion mount 12 Secten 179 deduction 3.600. 13 Other cecustions Code Desorption ect 14 Sel-emplyment earnings Coxe Descriptor Amount WS Cress & crest recapture Cece Desciton aroun 6 Foren vansactons ‘A’ Name of county o* US. possession (cose Deserton 7 terstve mewmum tax (ANT) tem Code Descigton Arun 18 Texexerpt meome and not enses Cows Descroten Aono 18 Disb Cove Descipten Pevourt 20 otter inormaton Coe Daserptn amount Wd.Jan 01 09 12:25a = Global Solutions 404-4202389 p.1l4 Federal Carryover Worksheet 2008 i > Keep for your records Name(s) Showa on Return | Social Security Number 5 PIRST D EXAMPLE | 52246-5132 2007 State and Local Income Tax Information (See Tax Help) ; ® |) » | «© © oe | o | @ | state or] Paid With | Estimates Pd | Total With. Total Over- | Applied i | LocaliD| Extension | After 1231 | held/Pmts | Retum | payment | __Amount 1 f Totals, : Other Tax and income information i 1 Filing status 2 Number of exemptions for blind or over &5 (0 - 4) [ 3. Itemized deductions after limitation 4 Check box if required to itemize deductions 5 Adjusted gross income 6 Tax liability for Form 2210 or Form 2210-F 7 Akernative minimum tax 8 Federal overpayment applied to nex! year estimated QuickZoom to the IRA Information Worksheet for IRA inf fax Help) +_a_l : Excess Contributions 2007 2008 9a Taxpayer's excess Archer MSA contributia Spouse's excess Arcier MSA conti Oa Taxpayer's excess Coverdell ESA b Spouse's excess Coverdell ESA contrib ig. 2s of 12/31 ‘11a Taxpayer's excess HSA contributions as of Spouse's excess HSA contributions as of 12/3 b Loss and Expense Carryovers, | 2007 2008 12a_ Short-term capital a, _ b AMT Short-term, 7) Ba Long-term can [Bal ANT Long-term | ‘a Net operating loss & cory forward 14a b AMT Net operating loss Wgprable to carry forward > 1Sa_ Investment interest expense disallowed Bal b AMT Investment interest expense disellowed i b| srt 16 Nonrecaptured net Section 1231 losses from: | a | 2008 .... | 16a] b | 2007 b| | 2006 © | 2005 | ita e | 2004 e| £ | 2008 f Ee amJan O1 09 12:26a = Global Solutions Federal Carryover Worksheet page 2 FIRST 0 EXAMPLE 404-4202389 2008 52246-8132 p.115 Loss and Expense Carryovers (cont'd) 2007 2008 a b © a f 2008 2007 2006 2005 2004 2003, 17 AMT Nonrecapid net Sec 1231 losses from: | | Credit Carryovers. 18 General business credit 19 Adoption credit from:| a | 2008 '» | 2007 | 2006 4 | 2005 e | 2008 # | 2003, 20 Morigage interest credit from: | a | 2008 b | 2007 | 2006 | 2005 21 Credit for prior year minimum tax 22. District of Columba first-time homebuyer credit 23 Residential energy etficient property credit 24 Amount overpaid less earned income credit Other Carryovers 25. Section 178 expense deduction sig 26 Excess a | Taxpayer (Fort forean || Taxpayer Farm rousing | | Spouse orm 2555, deduction: | d | Spouse (Form 2556, line aMp.116 404-4202389 Global Solutions 26a Jan 01 09 12 \ Form 4562 Depreciation and Amortization Report 2008 FIRST D EXAMPLE Tax Year 2008 Sch ¢~ CONSULMING Keep for your records sop-16-5132 on rece pain | can ; waned | > er, | 5 cunt Asserpeccipton [ont] B26 | aeitingy | tend [HEY section 79] ogpiiton te | cant | esteituon| vebtion loepnecrarzon eee eee eee : greiner resend rel inv anes fia 4 [toroming-easestene Ta losyesveal |. Preeti 3asaa “ows oFFrcE [a eareeree tease jsustoran. ewron vman ||| ape, oof p—gorans 20 00 Code: $ = Sold, A = Auto, L = Listed, H = Home Office Page 1peli? 404-4202389 Global Solutions Jan 01 09 12:26a 3 Form 4562 Alternative Minimum Tax Depreciation Report 2008 = BIRST D EXAMPLE Tax Year 2008 Sch C= CONSUIMING > Keep for your records 52-46-5132, Bate in | Cost Methods Service | (net otvana) Gest convention Land Section 179] 0 siption | cose losy25z06| eee Sear eee ee owe: tanae8 Page | of