Professional Documents
Culture Documents
Exemptions 6a X Yourself. It someone c<w (;/(,;lI/]"1 you ;:)$ il uC'pcndcnt, do not check box fa. . . . . . .. . .. } - :~:.'..~76~~.1l. 2
b X Souse. . " . ., . . . . . . . . .. Nfl. 01 c!liId'an -----=::...
(2) Dependent's (3) Dependent's (4) ,f I)tl6c who:
(; DC~rlde"1s: socia! securilV (el::ltioI1Shi["l Q~"IIIY,"~" IlIIed
nurrlbe( . to you Child rOI Clllld ";lhyou ..... 2_
1 Firsl n(lme
.~I..;.L_,__,:..::..:..:..:..o:.:":':":::
Las' name (~~ o~~~) • did
.. :'::"!-Ii~a
_=='::;"':':;;;';":':':::'___,I_-----__+--------W·':::·:':"·':':":.:.: no'
witto~""
b Tax-exempt intQ(c!~t. Do not include on line &'1 ...• ::::::.::·f '8bl 15 359 .·f~-·'.:
Attach Form{s) g'a Ordinary dividend!;. .o.ttach Schedule Sf reqUlr~J '1" ~ -. - f=9i::-a;::;±- -'7~3'-.J,'-6:::..6~7__'_.
W-2 h~re. Abu b Qualified dlvld~nd5 (see instIl) ,......... _ _. ~bl 65 101. ':~·l':."~,~
~ltach Forms
1(J TB;.;~ble r~func~. cre~lts. or cffsc1:; 01 zt.rte 3rJC locol Jnc,me1a~e$ ($00 ,n$'(l!cnons) . .... _ 10
W-2G .lnd tQg9·R
if tlx WJ!i. withheld. '1 AlImony received..... . ............•...................... ~'1:--t---------
1~ Bl~inp.~s income or (loss). Alta>;:h Schedule C or C·E2. 12
If you did not
get II W-2, 1::· Capilal QJln or (Io"~). At! Sen D if ~~qd. Ii nQ: rC'Qcl, ck 1C'fC. . . ... . .. ~ 0 1-::"3::--1-------::3::"',"'0:::-0=0-.
5ee In~trucil Dns. 10/1.
1~,a
Other gains or (Io~es). Allach Form
IRA di:slribution:; ... .
16,a Pensions and <lnnuilil~ ~
W
47n... . . .. .. . ..
b Toxoblc amount (sec Jnstrs) !--'-1S'-"'-bl--
25,237 b Ta)l\able omount (see instrs). f-:'-1=-6.::.bt-
I ... . . . .... . .. . . ..... f-1_4-:-:-t
=-==--=-:-__=___
-=2::.:S':-'--O~9_=9...;...
-,.;;6...;.,..
17 Rental real estale, royal\les, Dorlncr~ips, 5 corporations, trusts, e~>;:. Attach Schedule E. 17 40 592.
r--=-::---il-------':...:::...l:....::..:::..:::..:..
En~luse, bu\ do lEi Fam\ income o( (loss). Attach Schedule F'. .•. .•........ . . .. . 1--'1.::.a-+ ~ _
n·)l Jttach. any 1~1 UnCn1pIO~'lllcnt compensation. . . . . . . . . . .. .. .. . . . . . . . . . t-:::l-=-~-:-t---_~::-::-~,=,,=,--
I 20a I 27 ( 14 7 ~ b ':Clxabl~ ~m~'~nt (*>~~. ir1st'rs):: J-=2;;.,Ob;;.r-
p,yment /lbO,
r>1~l~e LJS~ 2Cla Social security berlefts..... .. ...::2;;.;3;,.J
••,-,0::...7.:...:5:::...:.-.
fe>rll1 1040-V. 21 Otn~rincome 21
22 Add the amo-lA';\s-;;-t;;' f,J;-ri'r; hl Coi~~n '071G~ "7 tl1ro~h-2T Thi~~-;';ur't;illli;;c-;;';e~ - - ';.l-::22::-+---....,,7;-:6~-1:--':"1";;O·4:--.
2;;, Educ~tor
expenses (:;ee Ir'lslruefiors). . . . . ... ... . .... _ 23 .::?:"
Adjusted 2,(; Certain bUSln~s (lqlOO~ts of re!:e:~istl:. performm~ cr1ists, <:nd. r~-b~~ I.q.::::
Gross g~vernlfl~nt or~:lals. MilCh Form 2\06 or 2106·EZ f--!=2~4-1- L' ·•.·" ··:;,1
Income 2~, Heollh Sewings uccount deduction. Att3ch FOfrl'l 8889 2S ;,:;.:c}
2f; MOVing expenses. Attach Form 3903 . . .. 26 I·,.~· .y;
2,' One·half of self-employment :ax. Attach Schedule SE . .. . . 'Z7 1,111"'0
2f1 Selt-ernploycd SEP, SIMPlE, .:lnd qualified piMt. " . . .. 28 I:f!~!;i
2!1 Self-employod heal1h in5urance lleducllclI (s:=e hS'J uClions) _.. 29 I;-}~:
~(I Penalty on c'lrly wlthdr<lw;): of ~~\lin£Jf.. . . . . . .. . . . . .. . 30 I~"·{'
31 a III,m01Y ~ojd b Rec pienl's SSN. .. ~ • .. 31 a I,/·fl ,.
~: IRA oedu[;tion (~ee instructions) , 32 1·/:",:/
3~1 StudCIl\loan in1erest deduction (se'i! in~lructions} .. . 33 1/' '(.:
3.1,\ ~llcOtn <lnd tees det·<1.lJticti~d· AtlliJC:~\.FOhr"F(r 8~~~';- . .. . . .. . ~ :,,:~
3 ,> ...... ml's I: prod uctlOO XlVI es "" lit Ion. " viC cnrl ~:JW . . . . . .. ..• J~ I:, 'r;.
3(; Add linf'.!; n . 31a OlOO 32 - 35 ... ... . . .. ......••...... ..... .........•........ . .. r-.:-aEi::-t-_ _"'""'=~=--":"":,~O....;...
a~' Subtr~ct line 36 from lIn .. 2.2 Thi~ i" VCU( adiusted moss income. ... .. .. ~ 'K7 761 104.
BAA for Dlsclosure, Privacy Act, and Paperwork Reduction Act Notice, see mstnlctlons. FDI.4010JL lO~1105 Form 1040 (2008)
pL:
,..S-t-
..-n-d-ar-ci-----,
OcduCllon
If: Spouse was bom before January 2, 1944,
b If ~our spouse itemizes on a separate return, or you W€r~ il dUal-status ~hf:H~ Set! 'n>lis and ck h~re ~ 39b
C Check jf sta1dDrj dcductionocludes real eslJte tlxes cr diil:lster loss (>ee instructions), • . . .. • 39c
2,:;~'1z
:e:l::t:::i~[1S. ~I Tax (see ins!rs). Check if any lax I!> from: : E~~~~~~~l.~ .,... ,,,,,,,,,.,, ,,.,.1-44.:-t-__. . :1: . : .9.: :1J. . .:O: .:2~4~.
4~, AI~rniltivt: minimum tax (:;.;-c in$l(uclio'1~). All<:Jcll Form 6251.. . .. . . .,, - ' ... _. f..45..:.;:;.-+-- ---=-"='""'--co--=--=.O..:,..
Single or Married
1i1ing separately, 4(i ACo Ilncs 44 Llnd ~ , , ,... . ..f.".46,.;,;,+__~.;;;1..;;9..;;1;;.L.O:..=.2.:4..;....
Married filing ~I Credit for ~hi Id arid dependent c.'lre elpen~es. A.ttach Fcrm 2441 . . . .. . 48 200 . 1.;iX·,,·
jointly' or 4~1 Credit for the elderly or the disabled, Atlach Schf::du'e R.. , 49 :;·li:~'.!
OU<:lil1ying 5(i EducaMn credits. Attach Form 8863. , , ..... , . , ... , , .. , . . . 50 ;:';:;(
wldow(er), ,',,;,:';:: .
$1 O.~OO 51 Retirement S;.wl~ contributions credit Atlach Form 8880. 51 '¥y;,::~.
Head ot
household,
~~; ~:~~~r~~ed;~~ i~~Dn: ~n~~ FOg: l If r~l~ 5695 . , : , . ~ :f;;:~1{,;
$8,ODO 5'1 DltJer crs tlom F~m: ao D3roJ b J 8801 C 0 54 i!J~~8if
' - - - - - - - - 5fi Add lines 47 through 54. 'fhese ,lre your tOlal credits .. , . , ..... , , .. , , .' . , , ., , .. , ., . , .... 1--'-55-'--+-_~__ .~~4_2......:..9....;...
Sti Subtr<lct Ilfle 55 from line 46. If line 5S IS more than line 46. enter -0-. .. 56 1 ~O 595.
5j' Self-e-npoymerJt tax. Al1aCh SCh~ule St.. '" , .. ", .. ,., ,.,.,.", .. ,., f-5.:....7--t _
Other Stl Unrcl)jrted social security and Med~~are till from form: il 4137 b C
89'S ..• , , D ,, , , . ,. ..,. f-5=.8=--t- _
'faxes S!l Addltl(.Yl~1 bx Gr IRAs :Jthcr qualified retl~emEf1glar:;, e1.C. AttaCh FOHn ill9 If r~qul~ed . . _.. 59
6(1 Add~tlOn~1 tal\'eS:.a [j AEIC paYI!I~lll, b ~ !i,)U$(,4'o'd tlllploynlcnt t~~es. A1ttl~11 Scllooule ff ~6()~~=~=======~~1~O::3~B~~O=.
61, Add Iln~ %-GO. This i3 VDlJr to~llnx. .... . .... , . .. ,."..... ' ... ' ..... ' .. ,.".,.,. ~ 61 200 975.
Payments 6~: FcdCI\llincomi:U!xwl1hllcldtramFarmsW·2and1D99." 62 155 391," :~(
If you h<:l-.e OJ
L 6~1 2008 estimated 1.1~ payments arid am:xmt oWl led feem 2OCJ7 re-JJrn. ' . , , , 6 3 11 0 380 '.:/i:~.\
qu':\llfying 6401 Earned illComc crcdit(EtC) .. ··1···· .... ,. _...... '""""'64.=,8;:+- -[,,,';(.:·,;,'.<".. :-:::1
child, .)tt<lCI'i b NonwKalJle comb.! p~y c!~ction. , .. ' "'1 64bl I.' . "'~/!;
Schedule Ele.
6!; ExcllSs social se:u'ity ~mJ tier 1 RRTA tn Withheld (s~ InstrucIIIll'IS). . r-=65=--t--_~ -----1'<,\,;,:;;,.:';';;""J
6ti Additional cl1,ld lax credit. Attach form 6812." ... , , . , , ,. . 66 ~;".\
67 "-moun! pjld with rcqU:SI for axtewoll 10 file (~ee instruction,). ... ... 67 .:,"
6ft r.rel1i~ 1rcm ~orm: a 02~J9 ]) 4126 ~ 0
SSOl d D88S5 D68 :<;f,~~
{j~' Flrs1-!lrne hOrr1~?;l)yer C(odil. All~cll Form 5405 .. ,. . . . . 69;i,!,~:(
7(1 Rl;ICOVl;!IY I('Qotc c,-edit (500 wOI·ksI1eet) •. , , . ,. , , . , , . 70 ..~::: .._
71 Il.dd lines 52 :~rouQh 7ll. These are vour total DlIVmerrts < < • • • • • • • • • • • • • • • • • •• • • ~ 71 195 774.
Refund n If line r
is roorc !h:n lifIC 61, ~ubtract line 51 from line 71. n.~ I" the ~rT()ullt you overpaid. . ... .... 72
8irect deposit?
7~lll Amount of line 72 you W~t1t refunded to you. If Form B888 is at1r.chcd, check here. ~ 01--'-73::::...-8+---------
See In$lruclions
no.
~ b Routing number \ I" c Type: I Checking 0 Savings hp,i
Clnd fill In
73c, ~nd 73d or • d Account number , .. ! II I:":;;'
I-orm 8888. 7~~ "-mOllnt of line 72 YOlI want applie~ to your 2OO'J estirn~ll'!d t~~ .... , ., ~ 74 1'"ii}1
Amount 7" Amount you owe. SUblract lirl~ 71 11l'll1 LI~ 01. FJr ul:!lolb \/II how l~ Pill, ~II€ In~1r ~\ion ... , ... , .... , , . ... 75 5 983_
You Owe 7(. E~tin-.ated t;;lX D~n;;llty (!;E!P. instruclillr\"'~ _., I 76 I 782. Y:C,'! '.:};:t',:.;;(;r:;~;~:;J~l':tl'~'<iN1;'{;'ii;;:~
Thir~ Party
.QeSIgnee
Undm reno1tie. of perjury, I declsre lhEll I Mve ~llarnincd th,> return iln" ~ocnm""nyi"iJ r,o-,~ci\,I~~ "nd ';\~tl;)r'lI;"t~ .,nd h \~ k~\ of m~ kn(lWIClIQ" ""',1
Sign ocl,,:f, \'''Y .,... I,,,,,, (1)''''''.1, M.1 cCillplele. DllclaratoOl1 O! preparer (other man taxpayer) is based e>n ail informa~on of w1ich preparer h~ any "1C'..(led~c,
Here Y()ur ~llJIlalUl e
Joint rcti"Jrn?
See Instructions.
~-----:~---;--_:_;__-:-IF-:==-=:=~<=:_:_----f.
r<eep a copy
f'Jr your recards. . .~
SfXil.F..t'I'''; !oilJ"".,IL.rn. If .oi
PrOllilrc·'. ....
~atur9 ,.
Paid
Preparcr's FITTI'S fI"l~
(Or vOur;So;1 ..
Use Only :I01f'CmDli>vc~)" [IN
nd~:e~"...nd
<:IP C.l\rKo PhOflC ft(l.
Underpayment of
Form 221 0 Estimated Tax by Individuals, Estates, and Trusts
O~p&rtm@nt 01 t/I~ Tre<>sllr1
~ See $ej)arate instructions.
2008
Altoch",,,:tl O~
Ini~"l,~1 ~~W"'II,JE!' Service .. Attach to Form 1040.1040,6., 1040NR, 11J40NR·EZ, or1041. $OlQL~"'. No. Q
No
Yes
Complel£' lines 8 iJn<l 9 below, Is line 6 equal 10 or mort! than line 97 You do nat 0'1'10 a penalty. 00 nol1ile Form ZZlD
(but If box E In Part II applies, you rnu~l lile POlQe 1
You may owe a penalty. Does any box in Pari II below <lp;)ly? You must file form 2210, Does box B. C, or 0 apply?
Do notlile Form 2210. You <ire nol reqUlrr'\! to figure your pcn.:Jlty
because the IRS will r,gur~ ;1 ;:Hld c;C'nd you a bill for any unpaid "ou ilrl" not rl"quired to fioure yO.Jr penalty becCluse the
amDunl. II you wam to flQurc it, you r:'Iay use ParI III or P<lrt IV as (l IRS will figure it :lnd ~end you a bill for ..ny urp<lid
worksheet and enter your penalty ",mount on your bx relurn, bul do ",mOLlnt. If you want 10 figure it, you may use Pari nl or
no1 file rorm mo. P"rt IV as a work:.heet aM entN your penally ClmOunl
on your tax return. bul file only page 1 of Form 2210.
E 0 You filcc or 3re filing a jOint return for Qithor 2007 or 2008, out no: for both yeClrS, <lf1d line 8 above I!; sm"ller than line 5 i.1bow. Y()U
, mustlile pa(le 1 of Form ?210. h,JI you ijre not reguirt"d lo figure your penaltv (unless box 6, C, or 0 ::;leellcs).
BAA For Paperwork f~eduction Act Notice, sec sopOlra1e instructions. Form 2210 (2:>08)
FDIZ0313L ~Z'Z,iO'J
Form 2:210 (2008\ ELTON R AND KATHRYN B HUTCHISON
- p.4
P<lce 3
LP.ar.t;:JV;{;~j Rcaul~lr MethOd (See the InstrlJctioO!': ify.ou :UP. filino Form 1O4ONR or l040NR.EZ.)
l!,!t;; Payment Due Oates
,1>:~;:
Section A - Figure Your Underpayment (a) (b) (c) (d)
4/15108 6/15108 9/151Q8 1115/09
18 R~quired ins;tallr1ents. If box C in P;:M\ " .a~lie$,
enler the .omounls from Schedule AI, line ?~.
Olherwlse, ~nlQf 25% (.25) 01 lir.e 9, Form ?.210,
Ir each column, ", .
" " , . "0· • . .... ., .. " .... 18 45 219. 45 219. 45 220. 45 .220.
19 Estimated talC paid tlnd tax withheld (!>ee Jns1ruc·
tions). For column (A) only, ellso ontof tho amount
from line 19 c,n line 23. II line 19 is equal to Or more
than line 18 for <)11 p<Jymcnt periods. slo~here;
clo n01 owe 3 penalty. 00 not fi~ Fol'm 10 un ess
rcou
you checked;l box III Part II . .. . . . . .............. .. 19 38 849. 38 8<19. 38.848. 49,228.
CfH77p!off1 lines 20 fhrough 26 of one column r',::.,'<
,c· :;::':""
before going to Nne 20 of the next cell/mn.
20 enter tile ~moum, if any, from line 26 in 1he
p','violJs c.olumn .... ... .. ..... '., .
..... ... ZO . . ~
I~'\;(}:~:/'
::",,' .,'
.-:' "',
~DIZOJ1JL 02.'25J09
At..g :24 Og C.Y2ZZp _.. p.5
.N:::JI:::::ne:.(.:s):.:s.:.no...;,.:.:,'_o.:.n::,.-o;.:rm:....I04O~=.::.;;=:.......::-:=.:;..;==..;;.;.:.-
:
ELTON
Medical
R AND K}~HRYN B HUTCHISON
CaLltion. Do nol Inc!ude expenses reimbursed or paid by others. J!i;!./f
~==-~_- ~
YY_ex.ex.~
..ll:ll SOC"",laI
.. _Ye", urlly nl6l1e...-bll_'
iiY."'\;;~
_
and 1 MedlC<11 and dental cxpcm~ (sec ,n~tructiJm)i' .. '1' . _ . . . . .. . • .. •• 1 2, 861. ft;r1~~
~:~scs 2 En!llramountfromFormlCl40,line3!l 2 I 761 104. ~'Jg;,! 57 083. J~;,~::
3 NUl11ply line 2 by 7.~% (.075) , .. ' L._3----'~ L.__---1".i.,.i .
4 Subtract [I'le 3 from line 1. If lim~ 3 IS ITIO'P. IhH'l liOl~ 1, f!nler -0-. . . ... 4 o.
TilX~ You 5 Smte and lcc.'-'ll (check OI Jone b01<); <!,i~:~;
Paid a [J
Income t~)(f!S, or "~off:,"~
1l[~General~ale~taxe~ 5 2 995.:t{;'};~.:
6 Rf!al Gstate iaxes (see Instructions). . . . . . .. .,. , .,, 1---"6-+ ,8...;.7..;6:...~~t·H;~::
..::3;....8;..,L...;.
41 B/I.
tnterC!s,t 10 !iJr;1C mtg in1erest 31d pcints reported to you On Form lfJ:!l.. .... .. 10 46 029. t-~,~",/\
You Paid 11 Home morlQill/€ inleres: not repC1'lcd to you on Form 109E.I11101~ tc till) ~cr>on ::t)~7f I:z;.t·
frr>m 'Nhom you bought th8 oome, soa im.tructlan~ and shoo th2t perron's name, ""':'.' I':;~'"
IdCrltfYIn~ f1um!>cr, "~d ilddrcs~ -- }~{{i,~; I;~ !;,
========::=::::::::::=:::=::=]i~
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - l'
~,
",,~"
12 f>'1 rm 1Cll rp.portod to y()U 011 Form 1098. See instr:; for spcl rules ... , ,.",.. '2 89 .I;f}!~
Note.
Perso/VlI 13 Oualiflt~d mortgage insurance premiLlrr:; (see I n:;lruclions) , , , .. , 13 i~'::'"
ifJ1eres.t
is not
14 Illv~t;lrnl::!nllnlerl'::;1. A.\t()cll FOI'r'14952 if required. .::'i:;
deduclible, (Sec 1"Slrs.). . . .. . ' ". 14 ',i '::'.~'.
15 A.dd lines 10 t11roU'.I11 14...... ., 15 (16,118.
Gifts to 16 Giift:s by C<lSh or chec":. l'f you made any gift of $250 or ,j::',,';.: :i;';<~'
Charity 1110r~, see inst(~ . ,..... 16 S 597. :"-;'-'I\:"
/1
;3
~'OlJ
qift and
mild", 17 (Ith':!( th<)n by cash or chcck If any gift of :::250 or :~I\:»;' ::;~':;;::
Qol ~ bl"r'1efl t ~~~re$500 ,i~~tr~ctio~5. :o~. rnUS~ .~t.l~ch ~ ~r~ .~83 if. . 1-.~...:,~..:,;_."I+ -1~~~~&;
(or it, see
in~~ructions, 18 CarryovP.r 'from pnor year ' . , ., ,., .. ,. .", .. '--1...;.8 -If;~;;;;;:-
19 Add lines 16 through 18, ....•...... , ,. 19 5,597.
Casualty and
Theft Losses 20 Car.ualtv or theflloss(e::,). Attactl Form 45Bl-. (Sec Instruction~.). .. . _.. , ... 20 o.
Job Expenses 21 LnreimbursC'd employee cxpcnse~ - lOb Ir.3\1el union due~, ;i1.:;:i, I",::';'::'
and Cerlaln J(lb CduC3tion, etc. Attach Form :l106 or 2106-EZ if '.,N:,/.: 1-",:
Miscell:lneous r tll1uir"'d. (Sf!~ inwuctions.) .. ~_ __ _ ::;,i;/,~ lif;~;.;::
Deductions
------------------------------~~~----------~kl~~~":~,\~;'1
22 lox preparation fee~, " .. "
" ~22=",.+_-----_-___I.')::',.,@;.:.<']
(See 23 Olhar c)(pCn~e5 - investment, sate deposit box, etc, Li5t r:,;/::'~)':; :jf~"'7
ins1ruc~iOr'ls.) type <:Ind tlmounl .. ~t:f:r ~;,;;;.
24 -;;.dd li;c;- 2i th~o~gh 23--: ~ ~ ~ ~,~ ~ - -,~ - ~.~ -.~-~.~- +.::.~;;;,:+-------.,:. "',
25 Enter amollnt lrofT! Form 1040, Ilm!;,8.. . .. 1 25 I 5~~:,;:, !,;,~;;;"
26 Multiply line ::?5 'J'f 2'% (.02). .. . . . . . .. . .. _., Z6 !j:;,::;;
V SlJblri-JCI line 26 from line 24. If lillC 26 is more thJn line 2..::., enler -0-, .. , , ' . , . , ... , , " ,,'.. 2., 0,
28 Olbcr - from list in the instructions. List ty;:;e and (l'TIQl,Jn\ ~ • );;:,\/.
Other
Mi 51;;e-llilne(l\ls ____ ...... - __ - - - __ - - - __ ..... - __ - - - _ .... .0- .......... ~;;.;:.'?;;::.;
~ductions
o.
Z9 I~; Form 1040, 11n~ 38, over $1:i9,9:iO (oller $19,975 if REDUCTION
Total
Itemized
Doduetrons
m~nif'rJ filing separa1ely)?
[J No. Your deduction is not limited. Add the amour.is in the tar right column
for lines 4 th'ou{',h?-8. Also, ent~' this amQur.t on Form 1040. line 40.
r~ Ye5. Yuur' do;l~u(;liOII ,n"y be limited. Set: instructions 'for the amount to enter.
- 6 012,
J -- 29 87,574.
~;.~;~f'i"', :I.~ :;~+-: " c,;'lt~ i"l: ':~: -'f :?;:~:l':IlI~'·: ; ;,~'ft:~ ~ ';w'~;); :~•
l ~&~I& +,\~·~;,ei-,~~\\;~
•
30
'L_"
If YOU elect to itemize dOductioos cllfn thooah tr~' are 'es~ th:1n yoor ~tand8'd ~Jctlnn chP.d<; hl!rp- ..
n 'I'C/'/lf'''''''f! '~~'/~I!;&lr.(~~~."i;.:~, '~I'
'; ';~::·"nil.1I.:{··, """, "·V".:N:;,
'" "II
,
BAA For Paperwork Hoouctlon Act Notice, see Form 1040 instruction:;. ffiIA03C IL 031ct;oi09 SCllCdulc A (Form 1040) 200)3
A4) 24 09 0224J
-------------------------------------------r~~-----~-
2 Add the <lmount~ on line 1. . . .. . ..... " .. 1----'=2-l--- --:::5:.::1~9.:.....
3 Excludable lnte>rest on 5E!.ies IT !md I U.S. !;Dvil1ll:; bonds ISSUed .3fter 1989,
{l,ttach Form 8815 ", , , ,.,., ,., .. , .. , ,.~3~ _
4 Subtraclline 3 from line ? r:(llpr lhfl result here and on Form 1()4Jj line Sa,....... ..... .. 4 519.
Note. If Ime 4 I" OV~. $1.500 you l1lu~t COMplete Part III. Amount
Part II
Ordinary
Dividends
(See
In~~lnJ(':\lons for
~orm 1040,
line 9.3.)
Not".ll va"
reef tvi!d' 9 Form
1O'l~.OIV \)(
Sut>Sllllllc ~1~lclnl:"1
"'om 8 !lrokeraoe
film, I!'>.I :hl: lH'III'~
ni'rrll~ ;l:; U'c f,J.:Jycor
il 0<1 c~te' t~e
Or.r:"!I",'ry 1'1lVlrlMrts
s-t,-,)"""r- en th.;t rN'rrI.
73 667.
No1C'. If line 6 j<J over $1 500. VOIJ mLlSI complete Part III.
Part III You rnLl!>t complete this part if YOU (a) had over $1 ,SOD of t3xable interest or ordinary di~id€r'lds, or (b) 11<ld <J
forel<;ln account; O' (c::) r~cf>iv~d a distnbuhon from, or were (I or<lniOr of, o. <J !rZln:;fNor to. ~ foreign t.ust. Yes No
Foreign
Z,~/i~:t,'!i: .~1';~,b'-:~, .;,:
Accounts
7a At <lilY tlll1e during 2003, did YOIl MVfl ~ ... intarcst in o. a signature o. othe" authorrty cver a ~Inancla' accDunt 7.("f~:;i:~k(;::;~;:i
and ;n a foreign country, such !Os a bank 3ccount, securities account. or other financi::ll account? See il'1structioM /,:[J;.;;}b.)'I;;
Tn.Jsts for exceptions and filing requir~rne:"!ls lor Form m F 90·22.1 . . . . .. .., ,, , , X
(See
Inslruction,'.)
b If 'Yes,' enter the n;;me ot the foreign country. ,.- - - - - - - - - - - - - - - - - - - _ - _ - _ - h{';';~I:'«r)
8 During 2008. did you rcc~ive a dis1ribLJtion from, Or ..... ere you the grantor of, or tr<lns18~or to, n foreign trust?
If 'Yes' vou may have to file Form 35?O. Sef'! in!'.truchons. . . . . . . . . . " .•.......•....•.•.. X
BAA For PapefWork Reduction Ad Notice, see Form 1040 Instructions. FDIA0401 L C9125IC18 S:hcdulc B (form 1040) 2008
At..g 24 09 02:2~
SCHEDULE D
(Form 1040) Capital Gains and Losses
- p.7
(a) o.e~"cption Of (b) D~,lr. ..r.Quirml (c) D.,1e !.O~ (d) Sales llflal (e) Cos! or OlI">er Mol! (f) <OJoin or (lou)
{s) rrom (di
fc:g~~~~<;~od~~
(Me. ~:S)l. yr) (Mo, (lay. ;1) (soc irnl,~cl1On:;) (:>00 iflolfll\;tiomo) S(JW~CI
1
12 BLACKROCK MUNICIPAL VARIOUS 6/10/08 167. 174 . -7.
;ft~~vl~§~:;'~·~jl{~[i;;:BrEi~?;
:3 T01al sho!'t·term sales price amDunts. P.dd !in~~ 1 and 2 in .,""" ., ''',~:I.1 ,·;N'i-'AJt '''.'';''''-1;'; .iJ~f
colurT1n (d). .. .. , ...... .. , . . ..... .... .
. . .. ." .. 3 1 484. \~:I,'~~'~;:;~~:!}~~;:;'I:~f#>;;;f~'ir:.\/
4 Short-term gain from Form 6252 C.lnd shOlt-lcrrn gZlin or (Iof.s) from Forms 4684. 6781, and 8824 ...... , .... 4
5 Net :;;l)ort-lcrm g.)ln or (105:5) from pMtnerships, S corporations, e!;tates, and trusts from Schedule(s) K-l .... 5
6 Shod-torm capltallDSS cL'lrryoll(!r. Enl~r the <lmount, if zny. Irom line 8 of yow Capital Loss CatJYo~r
Worksheet In thll instructions. .. _ ..... ...... .. -. . ... , ••• I." •. ' .•• ·, , , ' .. , , ,.,. ,
'. 0"'
... - .. _ . 6
7 Net ~hor1-l('rm capital gain or (loss), Combinp. linA~ 1 throu!1h 6 In column (~). . ... , ...... , .. " , .. ,., . ., '" 7 -590.
... .
!Part;u+Jid Long- ferm Capital Gams and Losses -
. ' ,. ",
i,""'- . Assets Held More Than One Year
(a) oes: ',ptlon CJI (b) oale 8ICQUIIO:l (c) D.lto so'Cl (d) ~"''''' Dr>;" (~) Co~;l or nth':1 h.r.e:. (I) GII;n or (IQ'")
i'r<1p"lly (Edll>Plo: (Iol~. U")'. "'; (1'.1". cay. \'01 {~OO ll1~('l)(t'Of"1S> (~t)1) l1'\St~lio':;;~ 5ubtr:]..;~ (~l fro." (d~
"'I'"
00 ,.1 )/,Yl CO)
8
267 BLACKRDCK MUNICIP1I.L VARIOUS 6/10/08 3 715. 3,976. -251.
~494.833 2U1RTFORD CAP1TAI
V.ARIOUS 11/19/08 2S 093. 50,637. -?_?-,~S_4}_._
rDIA06 ~ 2L 11100108
A~ 24 09 02:23p F q p.8
tf I",e 15 1$;
• A gain, enter lhe 3m<lUnt 1rom line 160"1 Forrn 1040, line "3. or Form 1040NR, line 14, Then go to
tne 17 belo",.
• A los5, skip ines 17 throuoh 20 below, Then go to line 21. Also be 5U1C to complete line 22.
• Zero, sk,p lires 17 \hrOI,JQh 21 OOlow;)nc! enlor ·0- en Form 1040. line 13, or Form 1 MONR. line 14·.
Then 10 go Ii le 22.
18 Enter the amount. if Pony, Irom line 7 of the 2S% ROlle ailin Worksheet in thl: in:;lrI.JCllon:" .. , ......•.... , .
19 Ente' the aOloulll, il «ny, hom line 1B of Ihe Unrl!captured Section 1250 Gain Worksheet ir
the in:;tructions..
o No. Complet,~ Form 1040 lhrouoh line 43. or Form l(J4IJNR through 11n~ 40. Then cc>mplele the Schedule
D T:ltX Workshce~ in UlC Illstruclions. Do not cOlllplele Iln~ 21 311d 22 below.
Z1 It line 16 i~ (llo~';, ellll,!r here ond <:n Form J040, line 13, or Form lD40NR. Iinc 14, the smaller of:
FOIAOG121. 11,'08108
ALg 24 09 02:24p
SCHEDULE 0·1
(Form 1040)
- Continuation Sheet for Schedule 0 (Form 1040)
~ Sec instructions for Schedule 0 (Form 1(40).
OMS Nc.
p.9
1501~·)()7J1
, iC:"","p1c 100 .ho,,,,- XVZCo) (Mg, d"Y, yr) (Mo, ~'V, YO (""'0 ",slre«:1 ens) (!iN onstruct"'"~) (el '·Qn·, «I)
I
,
i
I
I
2 Totals. Add Uk am~~nlS in coluMn (d). Also, combine It'le
amounts in col Jmn f). En1er tmw and on Schedule D, IlnC' 2 ... 2 II
13. [;1R¥f{l~t;i~11~£!~J:~!~;' 13.
DAA For P:lpetWor~; Red~ction Af;t tJOlict>, ~ Form 1040 or Form 1 040NR In~b-lJctlons. r:>IMCSGL OfJOGJOO Sehl'tdulc D-1 (Form 1040) 2008
ALg 24 09 02:24p
Name(.) s~wn on relll," , D<? "~ll'nl/\r name anc sJc,al sacu1'l1Y nllmller. snown on PaQ9 1,
8
111.776 ED~, VARIOUS 8/27/08 2 795. 3.675. -880,
8 PETROLEDt-1 & RES ( ORP
VARIOUS 4I1S/06 310. 0, 310,
Total short-lrmn sale's price amounts. Add line!> 1 (l"ll :2 "1 !;;1~',::;::::;,' ~ ;,~'.:
1 484. :~,!,,>,.:;,;;.,:;.,,},:; '. ,/:"
3 I ;:, !
(;01 uron (d) ..... ,., , ... .. . ". , 0_, •'" ._. ..... '" to·
3
4 3hort-tprm (jillr, from rcrm 6252 ond short-term rVlln or (Io:>s) trom Forms 46B4, 6781, ;md 8824 .. _. ., .. a
5 Nrt shDrt·term gain Or' (o~s) tron p.'lrtnC!r;'hl~s, S corporalions, c~t(Jtcs. and tru~ts from Sclledule(s) K·1 5
6 S'lorl-lCrtll C;)~ tal lo'>s c~rrycvcr. Enl!" Il~ ,),nou"l. If any from linP. R of your Capi1al Loss Carryoller
Worksheet rrl 111,0 Instructlon~ . . . . .. . . ••••••• 0 • • , 0, .. .. ,." 6
7 N~t shorl·term ';apiLalgain or (Io"!». C:,.,rr,h,r1() lInes 1 lhrouoh 6 ill column (f).. ... . ... 7 -590.
I Part II· .:: I Long-Term C<lprt:ll Gams and Losses - Assets Held More Than One Year
(a) I),~sc"nl'<)rl 01 (b) ~a16 acQUirCti (e) J.,I.. :so1d (d) s.,'~ n"e>: (e) C<,sl or el:lCi t>.l~I~ (f)Galn 0.(1099)
~:jIJ~1 'J (:::.Xi1'Tln l c (Mo. d.3y, yr) (~lo! roo(""ly, yr~ (~tl'l.! 1'1 ':':.1 'UC'IIQ f'l'S.) ~SOlJ ir~trLJdIOrl~) SllJtrC'ct (c) frtl'TI {rj:,
00 :,-I ... u~ XYZ :0:
a
267 BLACKROCK I-IDNICIPAL VARIOUS 6/10/08 3,715. 3,976. -261.
l<19Ji .833 HA.'\.TFORD CAPITAl
VARIOUS 11/19/08 25 093. SO ,__6}.7_._ -25,544.
494._3;18 f-JENDERSON GLOBAL VARlOUS 11119/08 6 OOL 10 487. -4 486.
i
270 PIMCO MUNICIPAL VARIOUS: 6/10/08 4 368. 4 038. 330,
13 C"pi~JI gain ~iSl[ltUtlOr:5. Si:!~ In~l'" .... . . ... " . , .. .... ........ _II" •••• .... ..... " , .. ' . ' ... . ... 13 6 794.
14 Lonq·lerm cap tal lo~~
c;<lrryovN. Enter thl'. :lmOLnt. If <iny, fro,n line 15 of your Capitat Loss Carryover
Worlcshcct In the '1i:;lrLctior~ . , ,...... . ...... ,...... .. . ... , , . . ... . . . . . . . . .. . .•• , , , ., ... 14
~S:::,Ch~()~d~UI~c~O::";<l.:.F,;;:,or;,,:;m~10:::4:::::0L)2OO~~8_E:::.L:=-T-=-O~N~R~AN~:::.D....:.':¥A~T=-HR~YN~-=B-::.H1JT=.::.C.::.H.=.I.::.S.::.O.:.:N
lPart 1If ISummary ALTERNATIVE MINIMUM TAX
_ _~
- ~_ _:..;Pil~Ql.:;:C..::2
p12
16 Combine hn~ 'i and 15 and p.nter the re,~ll ........... h..l~6:...+- -..:2:..:4~1c.:=:5.::.4...:....
'.; I' ,~". :
• A 9:1ln, entf~r th~ <Jfnoullt [,'om lille 1G on Form 1040, line IS. or FQrfn 1040NR,1,ne 11. Then ~o to
line 17 below.
• ;.. lo-;s, sklr Ilne~ 17 1l1rouQi" 20 below. Tllcn qO to line 21. Also be sure to ccmplete 'Ine 22.
• ZtrO, s"ip . nes ~ 7 through 21 :lelow <ll~d cnlcr ·0· on Form 1040, line 13, or Forrn ~ 040NR, li~c 14.
T~QJ to go line 22.
18 Enl",' ll-c amount, if ;eny. from line 7 of the 28% Rate Gain Worksheet ,n tilt: Irl~lru(;\ions
19 En\er the ;:lmOLnt, if <lny, Irom line 18 of [he UntN:apwred Section 1250 G8in Worksheet ,n
the ill~tliJctions .
o ND. C:Jrnplete Form 104D thr:llJ9h line 43, or Form l04~NR throl.lQh line 40. !hen complete the
- 0 Tax Worltsh~ct In the. Inslrucl'()II~. Do not co'nplete hnes 21 ~nd 22 bela......
~hcdule
21 I~ IlflE' '16 i~ fJ kISS. enter herr, ilnd on Form lOao, hllc 13.01 Form lJ4DNR. 'ine 14, :hp. smaller at
Note. '.'.t1e., fi;IJrir'Q which am:>lJr'11 IS ~,milller. tre~l toll'. ClrnOl,Jn~s DS positive numbers.
22 D::o yel: have CjuOll,I'\JO divldc:lds or ~orrr '.040, line 9b, 0" Form l04C\lR. line tOb'
[R] Yes. CompletE' Form 1040 t11rough tir,e -13, or Form lC40NR lhrol-,Ih line 40. Then complete the QU:lllfl~d .. :
Dividend~ and Capital Gain Tax Wor1<sheet In :he In:;tru(;lIOll~ lor Fornl 1040 (or in th~ Instn,lCIIOf'lS for
Form 1040'lR).
o No. C(]l1lpl~tE Ire r~~t o~ For,n 1040 or jOorm 1040NR.
SCHEDULE
(torm 1C40)
D·'
- ALTERNATIVE MINIMUM TAX
Continuation Sheet for Schedule 0 (Form 1040)
~ Sec instruet!oJ1S for Schedule 0 (rorm lD40).
O~G
2008
p13
No. 1545·0074
;~=~\o 12A
DeD3rtn,nl of It><! -reBSU'V
~ntlJtfhll Rrvnr'llll~ G~r,tlce ~9g ~ Attach 10 Schedule D to list additional trclnsac::tions lor lines 1 and 8.
.
I "
I I
'I
i
I
i
i
I
I I
"'i"<:'''~;f{,' <;'
9 Totals. Add tI,e J'Tlollnl~ il' colu.rn (d) A15o, combine U,e I C,. '.-, •• ;"'::"~: '" ,
81TlOW.ts In co'ur'Hl'Cf). Enter here And on Schedule D. lint:! 9 .. 9 3.105. ")';'''''''." ': ,0'",(.",:(,.;', .. ":i'; -570.
Sc;hecuie 0·1 (Form lOLCl) 2008
',~H:?'
Expenses;
5 Adverlisil~ .. - .. ,- .. .. .. ,. """ . 5
6 AutQ <Jrd l(;lVe l (5('C In!;!rUCtioCiS). , ... 6
f}i~,>?~t
7 Clc;lning ond nlalnten3nc::e .. 7 .. ~:;': .. ' ,'~,
i
S Comr[li:;:;i()rl~ ..• , , .. " .. " ., ••• I'
..... ... .
"
, .. 14
15
950.
;;'6!~
..
~~j;~:
16 T<lxe~.. , . , .. . .. . ,.,. " ... . , W 4 330.
11 Ulilitie~ . .. ,. , , .. , , , ... 17 57.
18 Clh(;r (lis\) ~ ____________ '1'1)"·'.%' .,
OTHER EXPENSE: 332. .ii::"j
-PAINTING- AND- DEC-ORATING - - -
----------------------
___________
J'E-QQ..OfItO~_T10 124.
500.
:;~i(:~
/(;1'JW.
---------------------~ ;~1;j~1
---------------------- 18 J"" ,.".
----------------------
---------------------- ::'!}r
~: :,,:.';,:'
-----------~-------~-
:W~;·>;
.,',
-------~------------- ,1:[~~;f;P/
---~----------------- ~~J1:,:&
19 ,lIdd lines 5 thr'"LJ\lh lB. __ "" , " .. , 19 456. 7,853. 19 B.309.
20 Deprec;ldGorl e:q)€ns(: or depiction
(:,ee in::.lrlJCt,orl,) ... . . '.,. , , .... 20 366. 9.300. 20 9,666.
21 Total cxpcnsc~. Add lines 19 Clod 20... 2' 822. 17 153.
22 Income 0: (Ios~) from rental real es~t~ or
'oy~11y pr~perties.)llJJtractmt' 21 from line 3
(rents) or Ime 4 (rll¥"III~S). If the r~LJIt is J
(IOH), ~C<l instruct ~ns to find out it yOIi r:'dl':t :;,;>
',Ie Form lil98 . .. . .... . " .. , . , ... 22 2 453. 1,62.6. -3 943.1.
23 DedLcti tl~ reol.1 mol estate loss, n:;r.:',:.
Caution. Your remal leal eslatll loss an lin·; 22
may be lillllted. S€'! instnJctio1s :0 lind out if yUJ '::0~~i.~:t:··;
must tile Fonn 115E2. Real asrntll profc~iarJI~
nl"SI coowlclc line 43 on pair 2.. " , ' " , ... 23 -3 943. ~i[~!.
24 Income, Add POSitive arrounts shown on line ,,2. 00 not include any ',o~~c, .. " .. . " " . '" , ...... , "" .. Z4 34 989.
Z5 L.ossos, Add rCly~l\y los~e5 from line 22 ,md rcn~al real estate losses hom liOt::! 23. Er'IF!( lolfJl lossos here.. 25 -3 943.
26 Total rental reJI E~t.1te ;Ind royalty income or (loss), Comt)jn~ lines 2~ Jrd 25. Enter Ire
result Ilerc.1f Part; II. III. IV, 2nd line 40 an ~d~ 2 QJ n)t JllPly tD you, also enter t11is
~rnount en Form 11)40, line 17, or Form l04)NR, line 1 Otherw'$e, Inclu~e thi~ am~unt e.
in too totll on line 41 on Ilaql'! 7 . . . .... '" ," . _ . . . .. ... .
••••• I.
. • •. ,. I •••• '. '" . .. . .. 26 31 046.
BAA For ?aperworl( Reduction ACI Notice. see instructions. fDIZ2201L l1ra'>!OO Scredule E (Form 1040) 2008
ALg 24 09 0226p
SCHEDULE E
(Form 1040)
- Supplemental Income and Loss
(From rental real estate, royaltill'S, parlnerships.
S corporations. es1ates, (rusts, REMICs, etc)
~B
2008
p16
No, 15450Q074
:~~L~~~~~~E~~~~~~~~~~~~~~~~~~=~~~~~~~~~~~1
1
C
Li:c;1 tile IvDe and address or CDch rental rlliil estate property:
----l
Yes
or your family use it durmg the
lill1 year fcr ~(!'sonJI purposes
lor more ttliln ttle ;,aater of:
• I~ d;JyS, or
• 10% of the lolal day,
rented ~t fair r~ntal .aILe?
(See IrnitrtJctCflS.)
A
c
No
Totals
Income:
A c I (Add columns A, e. and C.j
3 Rents rE'celvM ... 3 3
4 RoyalLe<; received 4 30 920.
Expenses:
5 Advertisino;" .... ,
.. .. .... . ..... 5
6 Aulo ar,d travel (~,cc
instrucllo'ls).. 6
7 Cleaning and maintenance .. . . 7
8 Colllmi::;siom.. ..,.".,...... . . S
9 nsw,nce, , ,. ,.,."........ . .. 9
10 Legal and alhe" profeSSional fees. 10
11 ~'ar,iJ~emenl fN~$ , .... ' ,. .... . .. 11
12
13
14
15
16
17
----------------------
----------------------
----------------------
18 ~;:::
f------+------+--------1, . ,';-.;,.
r-----t------t------I,}::~.(,:;
f------+------I------L;~;.iSIi
19 AddilnE'55~0~gh18 ,. ~1~9~~~~~~~~~~~~~~~~~~~~~~~~-1~9~~~~~~~~~
20 JepreClation e:,pe'lse or u~~ldion
0~~~r~lon0.", ,,·· ~2~O~~~~~~~~+~~~~~~~~~~~~~~~~2~O~~~~~~~~~
21 Total cxpense~, Add lines 19 and 20 r=2:;.:1'---t- +- -1I;.,;~~ +
22 Inccme or (loss) f:~m rr.nt~1 rf.J! es:are or 1;::'>::/
'OYolty prOperMs, 3ublroct lint:' 21 from line 3 I;';, ';;':: ,.
(ren~) or II"~ 4 (n'lall1t:'s). If the result IS J
:1m). sec innuclcns to lind cut If you M~l
I/i;:/;:~
fileFormGI98 " " 22 30920./
23 Dccluctlt:ie rent,;lr,,~1 P.$tlt~ Ic~~. ,::£,';:;::,:
Ciluliofl. '(our !llnl.1 1'1)<11 cstJte I~s en Iin~ 22 ,,, ;;'~'~'
Illily be limited. Se: instruction~ :ll liM out II you 1:;:1"":'
must file Fonn 85f2. R':al cst~tc profcs~lonals I:',.;;:
mu;t complulc !Hle ~3 on page 2 ... , ... " .• , 23 I".~,·t
24 Income. Acd POSitive amDunts shown on line 22, OQ not inclUde :lI1Y lo::;ses "'.""'" , .... ", .. ,. '.".. 24
r-=::'-1I--~~~~~~-
25 Los~c:s. Add r("ally lo:;:;~~ frorn lint:! 2:2 Olnd rental roal c::s:alc losses fro III line 23, Enter total losses here, ,. 25
26 Total rrot:ll rc~1 cst<ltc and roYalty 11come or (loss). COO1bine lines 24 aIld 25, En~1 Ih~
r-='-t-------
re~u!\ !v.>re. If Port II, Ill, IV, aile: line 40 on PjliJo 2 do !lot ~p~ly to you, at~c eIlter thir.
Ci'rttlUnl (;" fDrm "~O, :1nE' 17, cr Form 100I0Nr?, line .. ~. Other¥JIS€1 locluoe In;s 1lmouI,l
11 It(: ;etal on line 41 on Pi'1e 2, . . . ... . ... ..' , . , . , . . ... , ... .... .. . .. .. ..'.' , ...
BAA rOt PapclWortl Reduction Act NotlC!!1 !'.cc mstruc110ns. FD:Z23011. l1.'llSIOl'. :Schedllie E (Form 104C) 2008
AL.9 24 09 0226p p.17
D
293 Tot;:, Is. .... ., . ,,, I; -.;:/; :.';"',: :. ,"<; .:;< 9,546. I;'/;;.}'f/)'~'( :'(,', ,:~::' :,j;.,i.:::';",,;::' ';:!r;::;.;::\./::~;:;
.
..,
30 Add columns (g) ::lnd ~) of line 29<1, . .. . .... - .... , . " . I I II' .,., , , .. ... ...... . . ... . .. 30 9,546.
31 Add columns (t), (h), (ind (i) of line 29b , .. , .... " , "" . ... . . - ........ . .... ... _ . ... " , . ... , ., . 31
32 ~~\~cJ~~~~~:s~~gi'~~l~n~04rb~~~n.inco~t)or?oss).,~~mb,inc 'in~s. 30. and. 3: .E~terth~. res~lt. h~~~, ~nd, .. 32 9 546.
IPartJO·gL:l:.:.:n:.::c;.:::o~m~c::....::::..o,--r=Lo.: : . $.: : . s"'-'-F.;.;ro;;, ;m.;.;. .:E:; , ;s; , ; t=.Clt.:.;:c;.;s;. . :a: . :n.:. :d: . . . .:. T.:. .:ru=..:st=$
'"
~--- ----r-------
33 r- (""a:L)-'..:N:.:::a.:..:.m:..:::e~ - +~(b=..i}~E~m.::.r:.:pl.:::.OL:.·/c::..:.r...:.I::;D.:.n.::::.;..o._
1 B
P..ssi\l~ Income and Loss Nonpa$$I\1~ Income and Loss
(c) Pa5sive deductioll or loss "llowed (d) PaS5IVe income (e) Dedvclion or loss (I) Other income
(;"11(... ,,11 Form 8582 if requirE'd) Schcd~lc K·1
...._-_from
trom Schedule K·1 from Schedule K·'
.........
35 Add column." (d) i,lnd (f) ot line 34<), , .. , , .. . . . ......... '. '" .,. I •••• •
. "" . ... .. ,.. .... .... , , 35 , ,
36 Add columns (c) and (e) of line 34b ... .... ., ........ "",." ...... ... " . ' "
' . . ... .... , . ... . 36
, '
37 T(ltlll estate and tru~t in<om~ Ot (loss). Combine lines 35 and 36. Ellter the
.. . ... .. . .. ...... ...... 'ZrI
result h"re ilnd include in th~ tot:;! I on :,r'IC 41 below..... ",., ... , ....... " '
IR:a r:tJv;~<.1 Income or Loss F'rom Real Estate MortClaqe Investment Conduits (REJYJICs) - Residual Holder
(b) Employer ~C} £>:ccss inclu~ion (d) n.xable Income (0) In<;omt') frarr
3S (a) Name identlflc.3tion n\JmbfCr r~m Sc~dules C/, sl (net 105S6 from SchedUles line: 3b a.
l,rlt! ~r.(~~ ,nS1rucliOns Sch'edules line 1b
39 Combine column5 Cd' 3nd (e) onlv. F.:nt~r tile result here and Inc:ludo in the total on hne 4' belQ~ , . , , , . ..
. "' . 39
IPart \/. .;,lL..:s::.::u:.:.:m~m:..:.:a=:...I...
,
-- --r_.--- _
40 Net farm rWltF,i1 income or (loss) from Form 4835. AI~o, COrnplele lin(- 42 below. , .. 4D
41 iotal income or ,:1055). Combine line:. 26, 32, 37, 39. <lnd 40. Enter the re::;ult here ar'ld or:
Form 1040, Illie ·.7, or Form 1040NR. line 16.", .. " , . ~ 41
42 Rec:ondliation 01 farming and fi!>hing income. EntAr your gross farmmg
;;nd flShlllg incollle reporled on Form 4835, line 7; Sr,hc:!dulo K·1 (Form 1065),
box 14. code S; :~chcdule K·' (form 11205), box 17, cCode I; ~l1d Sc;hel;lulc: K·'
(Form 1041), lino 14, code F (see in~lructions) . , ... , . ".
43 Reconciliation for "cOilI estate professionals. If you were <l "eol f::~lale
profess;,onal (SE!~! InstructiOr'l:'l), enter the net Income or (loss) you re~or1ed
anywhere on 'Form lG40 or Form 1040NR from all rental re<:al estate activities
in which yOu ma't'!rt<lll ~rtiCI Clt",d under the <lSSIIlf:! achvllV los~ rules. .. , . , , .
BAA FDIZ2J021. ()),'QI\IO~ Scheduln E (FDrm , 040) 2008
MGY L'-' Ut:' ULLOp p.18
Deductions and loss~s (CacnjDm SI]C' ifl5tru,tiom:;). :"::':,"co '.;;;':i..:;t, :j.j; ,~j1:!")" . :;}:;:.;: .• ':;~<,\
2 Expensc!'. dcfinilely relate<lto Ihe Income on lire 1a " .. ';'"
9 Enter the amount from line 8. Thcse arc your 1ot~1 for(!IQn t<lXl'!S paid or accrued ~;~;;y.,/!:C(
for the ca1egory 01 income checked above Part i. . . . . . . .. ... . .. , •..• , .•.. , . 9 331 W;~~:\·.
13 Subtraclline 1? fr,)rt1 lir)l? 11. Ttlis 1$ ttl~ total amount of fDreign taxc~ aV<;liiOlbiC for credit (See instructlom;) ... ~1;;;.3,.,.r ..--:3:::.:3=1...:.....
:<i,,~' ~]:~\
14 ~r11erd;;lmthOVLn~ ftrOdnlslitnel 7. (Tb"'ifs IS YOdur t.:'lxi'lble in comhc or (Ios~) fro m sources,,:,·:.;,.~.~'.'.·'.':~.','.'.;~,'
au:sl 9 Ponl e Cl es e ore a Justmenls) for t e category Df Income ...
checked above Part I (see Instructions) .. , . . " , .. ,.".,.,. 14 738"~"'"
15 Adju5.1mcnt!> 10 lin:: 14 (sec in5.lrwcll"n~) '" . , , ,, ",. ,." J--:.'5=-+-_~ -l· :;ri;::;~
16 Comlllne II'M:! Ci'lIOIJr)1$ on lines 14 Clnd 15, Thl~ is your net foreign source taxable' •
,ncome, (if the result is z.ero or les~, you hal/e no toreign tax crcdlt lor tllC ;~f'f:!r
caleQory of irlcornl~ you checked abo'Je Part I. Skip lines 17 tllrolJ91l 21. However, :i}o:',!(
,f you (:Ife filing rnore lh,m one Form 1116, you must complete line 19.).......... 16 738. "'i''':'~''''
~ (; '. <.~:
17 Individuals: Eflter the .:Imount 1rom Form 1040, line 41
(minus ary amour,t on Form 8914, line 2). If you arc a
rJome:;iderll alien, t!rJle r :he amOunt [rom Form 104ONR.
line 38 (mlr1i,Y.; nn~ <lmount on Form 8914. line 2). Estates
i~-;:t~
y;~;~;
and trusts: Enter \Iour tax.3bfe income without the deduction
:01 YO\J( exemplioT\ " ...... " "..... .. ....... ".... ....",,, , .. .. . 17
'.
636 33l. :,1,.1""/'
.... ~
i~~!t...
Caution: If)'OLi figl,rcd your t.JX using the lowcr r;Jtc5 0/1 qualif0d diviocnr;!" or c4Jpr/a/ giJirls, see instructions.
'8 Dillillp. line 16 by line 17. "line 15 is more thCln line 17, ente' '1~... _. _ . __ .. . , . 18 0.0012
19 Individuals: Enl",r 1/'11' GJrrlounl from FO'rT1 1040, linl;! 44. If yo~ are a nonreSident allen. enter tllo amount from
Form 1040NR, line 41.
Estates and trusts: Enter tile amount 'from Form 1041, SclledLlle G, line 1<1, or the lotal 01 rorm 990·T,
Iinc5 35 und 37 , . , .. , , . , , . , . . . . .. ..,.,.,... .".. ..",. _. .. ., _ ' ,. _ , .. ' 19 , 191,024.
Caution: If you .1rl~ completing line J9 for ,;;cp3r:Jtc c:Jlcgory tJ (Jump-$um di-;!ributlons), see instructions.
20 Multiply linr. 19 by I,n(: 18 (max"Ylum !lmount 01 cr0dit) . _... .. .. 20 I 229.
21 E.nler thl;! smaller or line 13 or line 20. If this i:; tile ol1ly i=orm 1116 you are tiling, ~kip
line:; 22 thrOllgh 21) <lnd ",nter lhi~ (lrnount on line 27. Otherwise, complete the ;;;ppropriatc
line In PClrt IV (seE! Instrl'Clions) , .. ., .... ,., .. ,. "". ... . .. .... ..... . . . . . . . . . . .. . .... ~ 21 i 229.
[~~fnv;.l Summary of Credits From Separate Parts III (se€ In~tructic>n;,)
22 Credil for liIX$~ un pOl:;:;ive Cbl00'ory incornl;!.... , ' , , .. , . " . ' . ' ... ... '" " , , •• I .. , 22 ':}<::'
23 Credit tor lA)(E'S on \1O:>ni'lrOlI cmp.CJory inCOrM ..... .. . .. , '
' , ", , "", , "" , 23 ;:;;:'~'~~~:
J\."."S",
24 Credit tor t.:lXCS on cert.:llt'l income rc·solJrccd by trc<lt~ . .... . ... . ... "" , . . 24
"'k-:'"I":.~·
; : ... ~ ." :.
25 Credil for !8)(E'S on lum D·SlJm diqributions . "'.;. , " " " , ,
'" , ..
" , .. , . ' . 25 ;,t;?(::
26 ..
Add lines 22 throu~h 25.... , ... , ... , .. ". " , , , .... , .... , , .. , . ,.,. , .... . ..... ... . . .. ....... , ... , 26
n En~er the smaller 'JI line 19 o~ line 2& ... .. , .... . ... •••.. .
e· ".... ., .. ". e." "
." , .••• , 0 " " " 27 229.
25 Reduction of credil tor intern.:ltlonal boycott operatio"s. See instructions tor line 12 .... " " ... , '" . ..... , , 28
29 Subtr",ct line 28 from line 27. Ths i5 your foreign tax c.redit. Enter Ilere and on rOnTl 1040, line 47;
Form 1040NR, lin~ 44; Forl11 1D41 SchedlJle G line 2a; or F'orm 990· T, line 40a . . . . . . . .. .... .. • e ••••••
~
29 229.
Form 1116 (2008;.
.... p.20
l~artJ:l TaxClblc Income or Loss From Sources Outside the United States (for Category Checked Above)
Foreign Country or U.S. Possession Total
A B C . (Add i:(llumns A 8 and C,'I
944.
IJ C~!(~ if \inp.1J i~ [~m~Rn!::l:ion fillYlrWfJI ~m~lng~ ~~
e Add line:> A thrO~Qh C. column (s.). Entc! the lot<ll here and on :inc 9, page 2 , , . 331.
BAA For P~P~l'Work Fieduetion Act Notkc, ~t separate instnlcticn>. rwn 1116 (2008)
fD1L2bl2l 12/OSIQS
ALg 24 09 02:28p
Page .2
il:l~~
11 Add 9 :lnd lG" .. , ..... ,."
"
12 R'i!cuctlon In foreigll tJ~es (see In!;tructlons) , . 12
13 S:.J:.tr<ict liml 12 trom lil1e 11. This IS the tolal :lmount of for('igll 'axes ':lY;lilnble for credIt (5E!'e Instructions)." 331.
14 Enler amotlnl trom Iinr~
7. This is your taxable ,ncome or (loss) from :>OurCeS 1;:~;J.~i
cut~ide the UnitPod Slales (beforo <Jdjustmenh;) (or the category c.r i r l c D m e , ' , ; . ;
ch'='Cked abovC' Part I (see Instruction:;). , . . , ,,. " , 14 944 'j:;:>:;;;
22 Crec;it for tnllflS or pa~~ive CiJlcgory In::ome. .. ...... , ... ... .. " ' " 22 I'" "";,
2;~e:
'" , , " ,'
,
25 Credit for ta)(e~ or, general category ,ncome,., .... .. . .. , , ' ... , . , ... . ... 23
24 Credit for taxe'.; or certain inCljmA rQ·50urced by lrNty . , .. .. . , . .. ...... , 24 .;;;;.~' '1'.:;;
t' ,j',)(
" , '-,'
25 Credll (01 !.<lx,"s or lump-sum'. '" .. . . .. , ' .. " " ' " distribullDn~ , . .... .
25 ;l~~",i,.' .
'II/",.(~",.
26 Add line::. 22 t~rough 25 . .... ....... , ,." . ... .. ..... . . .. ..... .. " ' " , . , . . ... . . .. . ,." ... ..
. ' , ' .' , 26
27 Enter the smaller or Iln~ 190' 111lC'~ .. ' . , , .... . . ... , ... .. , .. , . ....... ... ... ' , ,' 0"." • ' , " , ' , ., .. 27 262.
28 Redl)c~ion of credit for intcrn<:lllonal boycott oper3Iion~. See ~Ilstructiom; for lin~ 12. _.. ... . . " " " " . .. .. 28
Z9 SUbtract line 2B (Dm line 2/', TI1is IS your foreign tax credi1. C::nlI;H here and on Form 1040, line 47;
F'orm 104QNR, Ilnf~ 44: F()rm I 041 ~c;nedule G line 2Cl' or Form 990·7 lim~ 40.,. . ..... '", .. " .... "'. ,
. 29 262
Form' "6 (2008)
1~-OO74
Fonn2441
~ Attal:h to Fonn 1040 or Form 1 040N~. 2008
Allacrmcnl
~ See s~parate instructions. S4!Q<H""'" No. 21
1 (a) CClrt! provlder'~ OClmc (b) Addrp-l>S (c) IGentilyin~no. (d) Amount pOlid
(no.• slreet, ,)pt no .. city. stale, Clnd ZIP code) (SSN or E ) (see inslrLJcllo'lS)
>-----------------------
Did yOLJ receive No ----I~~ Complete only Poll II below.
[ dependent care bellelit5? 1------- Yes ------"~~ Complete P~rt III en page 2 next.
--:-~----J
Caution. If IIle care ,,';1$ provided In ycw" I)CITC, you may owo cmplo)'menl Ie-xcs. Sec the instructIOn.<- for Form 1040. lin~' 60, 01 Form ;QtlONR,
line 56.
11fj1,ar:tm~>;;~J'or Child and Dependent care Expenses
2 Informi'ltion <lootJt your qualifying perso S. 11 ()LJ have more ll'\i:)n twa ,€r$ons sec the instrl.lClions.
(a) QU;3lifying per5;on's name (b) Quatifying porson's ~oci;;\1 (c) Qualified
secLJrity number . expenses you
Incurred <And po,d In
2008 for thO person
bted i~ column (a)
5 If m(Jrried filing jOintly. enter your '5Pouse's earned inco'11c (It your spouse WOlS (J student
:If was dlsablec, sell the Instruction',) all others. enter the ::JrTlOunt tram line 4. . . .. . .. 138 028.
6 Enler the smallest of line 3.4, or 5 ~,*,, -=1:J. 000 .
7 Enler tr,c, ilmoLn: from Form 1040. line 38, or Form 1040NR, line 35 ... 7 761 :'04.
8 Enter on line 8 lhe decimal amOu(l~ Shown below that JppliCS to Ihe amount on I,rc 7
If line 7 is: II linc 7 is:
But not Decimal l3ul not Oedmal
Ov~r over amount is OV\'r o\lcr amOl.l11t i$
$0- 15,000 .35 $29.000- 31,000 .27
1!;.,000- 17,000 .34 31.000 - 33,000 .26
17.000- 19.000 .33 33.000- 35,000 .2:J
19,000- 21,000 ,32 35,000- 37.000 24
x .20
21.000- 23,000 31 37,000 - 39,000 .::'3
23.000- 25,00030 39,000 - 41.000 ,22
25.000- 27.OCO .29 41 ,000 - 43,000 .21
27.000- 29,00028 43,000 - 1\0 limit .20
9 MUltiply line 6 !Jy the detim",1 <lr110unt on 11m, 8. If ~'ou p2rd 2007 expense,; In 2008, ~ee the instructions.. J-~9-+ ....:200.
10 Enter the <1r'TlOLJnt from Form 1040. line 46. orForm l040'-:R,Iine/l.3.. 10 191 024.
11 Enter the ar'll()unt trom Forrn 104C, line 47. or Farm 1040i\R. lin., 44.. ..... 11 229.
12 Subtract lin(' t 1 from li"e 10. 'I ..:",ro 01 Icss. s1op. You cannot take the cred,\. . r-:-12=-t-_ _~1..::9..:::0:.t...:.7,-=9::.:5::...c-'
13 Credit for cnilcl2lnd dependent care expenses. Enter the small~r of line 9 or line' 2
l'lCre ~nct 01"1 F'~rm 1040, lillll 4S or Form 1~ONR I'l"le 4!;.. '......... .."., .. ", 1S 200.
BAA For Paperworl: ReduC1lon Act Notice. S~ !Separ"le Inslnd1ons. ~orm 244l (200&)
F:lIAJ2121 11·'llOIOS
AL{l 24 09 0229p p.23
~'~)~L;I
14 Enter tile tolal amount oi dependent care benefits you received in 200S. Amounts yOIJ recei\lcd as an
Employee should Oe shown in box lOot YDur Form(s) W-2. 00 not include amounts rE!porlcd as ffilges
In bcx - of Form(s) W·2. If you werc self-employed or <l partner, Jnc',U<!e amounl\> you received under <l .>.NI, • .. :
depencl~n1 care i:ls~istonce program irom your sole proprietorship or pa-tnershlp , , . , . , , . 14 5 000.
15 ~n!cr th€ amOunl, jf any, you carried o\ler from 2007 an::i Us.ed In 2008 during the grace period.
Se!;' H"I.<;lrudions , .. . . . . . . . 15
lEi ~rll(:r :hc: amoul't, if <Jny, you forieited or c,micd forward to 2009. Soe in[;trLlction5 .. 16
25 Sn\H $5,000 (12,500 if mnrricd filing sep~r;)'cly ~nd you w~re rCCiuircd to enter your 5POu:;.f;!'~ ~"rn ..d .'i~lo,Jll
31 tnler $3,000 (~'5.000 if two or mere qualifying perSOlls) ... , ..... ". . -- '" . .. . ...... ,., , ..... . .. 31 6 000.
32 Add lines 26 and 29 .... , .. . . .. . . . .... , ., . . . . ..... -, ... .,. ' ",' .. , ....... . .. '" . 32 5,000.
33 Subtrc1clline 3:2 from line 31. If zmo or less, stop. You cnnnot take the c'eoit Exception. It you pclld 2007
expen~e~ In 20GS. see lhe Instructions tor 11r'1f:' 9, .......... ", ...... _............ """"""'" . 33 1,000.
34 ':<Jmplelf" tin!:' :! on paQe 1 of thi~ form. 00 not InclurJp. in column (c) any benefits shown on line 32 at)(w~.
Then. ~dd the .Jn10unts ir column (c) and en1e' :hC tolal here ... , ,. , .................. , .......... _. . 34 40,680.
35 Enter the smalJl!t of /inc 33 or 34. Also. enter this amoun on Ilnc 3 on paoe 1 0' tl1:s form LInd
comDI~I~ lirlt~ 4Ulrnl mh 1J, ,,,,,.,,, I , , , , I I I I , , I I I .,." I , , , , , , , " •••••••••• .• '" , """ . 35 1, Dca.
Form 2441 (2008)
Forrn4797 Sales of Business Property
- p24
3 Gclln. It .'Iny, fro'n Form 4684, \;rIC 45 ..... , . . .... ,., ..... " " , 1-,;;;3-+ _
4 SectlC!r'\ 1'-31 g"ln from inst~lIment ~1E!s from Form 6252, Ine 2& or 37 ... ,.",." t---...:4-+ _
5 Sr.ctlon 1231 \.I.,n or (105<.) from; Ke·kmd exch"nges frOTl Form 8824.. " .. " .. , f-.:;5-f-~- _
(; Goin,;f any, lro-n line 32. Irorn cl l 1cr th3n c;l<;u;)lty or theft. . .. .. f-~(j-+--~---
"7 Combine I'nes 'i: throwgh 6. E,,1er I~" gain or (Io~~) IlClC ",rd 0" Ihl'> !lpprc;Jriale I,lie as tollows.. . ... . .. .. .. 7 -6.
Partnerships (oxcept elel;!ing 1111'gl: partncrs1'llps) 21nd S corporations. Report thl? gain.or (loss) following the .';;t'./<;~·;;/,:;!:.t:\!::;:;;,;\. ';;·;,
instrllctloliS fur "-orm 1065, Schedule K, I,no 10, or Form 112OS, Schedwle K, line 9. Skip lines 8. 9, 11, ard (/;;~ft;!il{fAi;f~~<:f:!it;~s
12 holOIN, ,"rt!'~~);;'~:K:!~~:[.~!r~~~;~:fh':;i'~::':~.
Individuals, p.,ntners, S corporiltion ~llaf~nolders, ilnd all othel'S. If line 7 i~ zero or a loss. enlGr lt1C ",mount from :<;·';:jj,?i'i;~·d.;,i:;/:;r;;j;;7,·:~·;:;y
IIt'~c 'on line l' bt'tlow and skip .Ilnes 8 and 9. If line 7 is 3 oain Jnd you did 110t hilve any prior YC<lr $Cetion 1231·;F';;;!:;4'\:;!J~~:;j{i;'is~.Ff~i\i
losses, or t~ey ""fC rec<"ptufcd In :m e3rller yetJr, enter the G<ll:'l from lone 7 C1~ a long ·term capl!." I gain on the ;..,.:/;:r;;;?;~~;~(i~;;',;\:;i,:":.'(:,":.
Schedule 0 (,Ier) With your return and skip Iln~:; 8, 9, 11, and 12 i:xllow, 'c·":",,.,,(,,;:,,<~''''''':'';''''7''''
8 Nonrccaptured net sechon 1231 losses from prior years (see in:;\rucl,ol's). . .. , " " " ' " f-~8'-t- _
9 SlJblr.'lct line 8 from line 7. It zero or lASS, er.ter -0-. If liliC.9 IS zero enlAr :110 gain ~om.ll"e 7 08 line 12 below, If I
; ne 9 IS rnor'c 11<:111 zero, cnter the ':HTlOIJrlI f,omllOO S on ll~ 12 be low ;,no erirH the g31n from hn€ 9 as a ;
lono-term capil ~I (Jain 0" thl> Schedule D til",d wltb yOur le~lItn r~pp instructIOns), .,.......... . .. ,... . .. . .. 9
\P'~rt~II,,,1 Ordinary Gains and Losses (see Instructions)
10 Ordinary galn~ and losses not incllJ{ied on lines i 1 thrOiJoh 16 (inchK:le property held 1 year or less):
b =<'cdelecrrlln" 1'1': gain or (lOSS) on line 17 ~)\cIWding the loss, ir ('lny, on line 1&. Enlcr here and on Form 104D,
line 14., . . '" , ,., . lGbl -6.
BAA For Psperwor~: Reduction Act No1ice, ~ee separate instructions. Form 4797 (2008)
~.
\arne~s) UlOl'lr, 01 Form 1040 or F(),m lQl10M'l
F,1,70N R AND KArHRYN B HUTCHISON
[Par:. I', "I Alternative Minimum Taxable Income (See Instructions for how to camp-Ide each line. ' "
1 If fil:ng Schedule A~Form 1C4C), ",nler the <lllounL from Form 104{), line 41 (minu~ any amount on Form
8914, line 2} Done go Lo line 2, Olhc:rllilsc, enter th~ amount ((0171 Form 1040, line 38 (minus any amount on
Form 8914, line :!), ;lnd go to line 7. rr
k:5$ than zero, enter.3$ a ~~(llivo amount.).. ... .... .... , " " , , , 1 673 530.
2 Medical am) u(;nt.,l, Enter lhe smaller of SChp.cJul~ A (Fo'm 10 4 0), line A or 2,5% (,025) (Jr FOrm 1040, I.ne
38, Ir ..;<:'0 or Ics~, enter ·0- ... .. . .... . • I I I " . , " " " " " " . . .. ..... . .... . . .. .. , . " "
, -. _ . ~
.. 2
3 T;;xes from Schedule A (Form 1040), .. .,. ,
Iirw 9, ." ... ..... .. ....., . . .... . .. , , II, ••• , •. "'" 3 41 87l.
4 Enter the holYl(.' mortgage Inlerest ajjU5tment. it ::any, from line 5 of the worksheet in the instructions. , ... , . 4
5 MiscellaneoU'.j dcjuclion~ from Sche:lule A (Form 1040) line 27,.". , . , . " , . '" .. .... . .. . .. . .. ' 5
6 H FOnll 1040. Iir( 38, i~ ()ver $159,95D (over $79.')75 It morrice: filing separately), enter Ihl:! amount from
lillt! 11 of 111(: Itcnizcd Dtdudlons Worksheet in t~ Instrvctions for S~hcdulc A (Form 1040).,. , .... ' 6 -6 012.
7 If clairninIJ tht. sLmclard dedUCtion, f,.'nicr nny amDunt from ::orm 4684, :InC 1&1, os a neg<3t,ve amount. , ... 7
:3 "21~ r",(uncl l,clY I'orm 1040, lint! 10 or line 21 ... _ , .. " " ' .. ... . . . '." I ••• .. '. , ,. , " . 8
9 Illvc~~menl 'ntC'rco·l eXD~n:,t! (di~rcrcnce :Jetwcen r~'ilul;;H b~ ~nd.xMT) ... .. . .
" . " .. , ..... ,. , 9
10 Depiction (difference betw~!cn rCQJlwr t;:;x ;mc1 Ar.q , ... ...... ..... . '. , '. '" .,., ...... ", ... ' .. . .. - 10
11 N",t Cper;:lling loss dcducloon from Form ]040, line 21, Enter M'::J pos:tivo amount. ... . . .. .,.,. I , ... 11
12 Intclcst "rom spt::cili0d priv2te actl ....lty bon:!s C!xC!mpt from the regu!;;:r Icl)( , , . , .. . , . . . . .. .. .... . .... . .... 12 5Bl.
13 QU;'Jlifif>(J ~rrH:l11 blJf.incss st<ick (7% of g<:lin excluded U!'1der Si'!cl,cn 120.2~ . .... . . . . . . . .. , .. ,., .. . .... . -
, 13
14 Exerci<;r' of Incentive sIeck option~. (exscss of A~lT income o... ~r regul.ar tax income). , . , '" . ",. , , , . ... , . 14
15 t:5tLltCS J:'Id trusts (mnount tWrn Sch~dulc K.] (Form 1041), bo)l, , 2, Cocl() A)... - .. ,. . , , . .... ., , , . 15
16 Electing I~H~e !Xl l'l~ISh1P5 (<Inlcunt Itom SclledL.lc K·l (Form 1C65-8), box 6) . .... . , ..... . .... ." , , , 16
17 DISposlllon of pr(,pcrly (difference tolelween AM- nnd regular lax gain or loss) '" . ... . .... . . ...... ., . 17 l.
lB DcprCcI2tio1 on asse'.s prnccd in scrvic~ :.Her 1986 (difference between reQuldr IClx Clnd AIIllT) ... , 18
19 P~.. ~;"ivf' <lcti.... illcs (dlHerenco bctwc:cll AM" cmd regul"r loll; irlcom0. or loss~ , . .... , .. , .. ... .... " ' , ." . , . 19 -52.
2D Loss Ilrnil~Jtio,,~ (difference belw~+-!r AMT ;)l1d reguloJr tax incofT1e" or loS~), . , ......... . ... , . ., .. .. , , 20
21 Clrcul"tion cosl~ (di'fcfcncc between r"oul;)r k'lX <lnd Ar-Il), . .... , ...... ' .... , - . , . , . .. " . 21
22 Long-terrTl «'nll·flel" (rJ,tfc:rcnce between Ar-IT ;md regular t:-l~ income), .......... ... . ... .,." , .. , , 22
23 Mining <;o:;l:; (eJ,flcrcr,ce between reo"l;!r t<lX :Jnd ,ClMT) ... , . , " .. ••• , I. . , .. ,
" '
' ... , , ' . . ' 23
24 HC:;f:QrCr, and eXIJerirrK.lrllal cosls (difference between fcgLlm tax .md AMT, ," - .. . ...... . .... 24
25 Income from cerlain installment :.;()h.;~ l1cforc JJnuary 1, 1587., .. . ' . , . , - . .. .... .. , , , , , ••• I .. " , , 25
26 Inlanglble drillinG costs pnderL·I)Cc. , . . . . -. . . .. . , ..... .. .. . , ..... .. . . .. '." . " ... , , ' ' .. , ,. "'" 26
27 Oll)er Gdjustmenl.!,;;, incluc!ir\g incorno-boscd re:31ed .adjLlstnl{lnts . , ' ... .. , ... . . ...... -, . 7J
28 Altcrnntive !ax net oper<ltinp loss dcducliOn ' , ... . . . ....
.. . ., .. . ..... .." , .... . .. _ .
, , .... 28
29 Allllrn:llLvc minimum tax01b1e income. Combine linE!:'. 1 :lllolJOh 28. (If m.Jrried filing ~ep<lfJtely :md IlI'lc 29
j", mOl(: lll.m $214,900, ~r!r! instruct 0'15.),. , .... .. . . ..... , .. , ." , , ., " , , .... . ....
,
' , .. 29 709 919.
!part II I A!tcma1ive Minimum Tax
30 Exemption. (If yOJ w~r() LJl1u:r age 24 <it ttle er'd of MS, :;CC Instruction5.)
AND line 29 is THEN ~nlcr on
Ir YOl,Jr filing s1atus is • • • not Ovt;r , •. line 30 ...
1<
"
37 Enter llle amour,' from Form 5?5i, dre ::n, If you ilrC fl\inQ Form 2555 cr 2555·EZ, enter tile amount from
inp. 3 at the worksll(~ct In the in!>tructID,1~. , .,. , _. , .. , . . ............• ' ,.. . .. ,'. f-,-S=='7:,.,.,.f-_ _--...:7....::0:...,:9:..L.9;;...=1.:;9....:.....
38 Er'1I<:' 11110 omol.lnl from line 6 (Jf lile QlI:.'IlifL('!Ci Dividend:; ,)nO Capit,,1 Gillrl I;;'.H'S
Ti::I)\ Wor~sheel in ~he inslWC:lons tor Forn 1040. line 44, or the amount from lj,.:_>:
m~ 13 at the S~h~dule D TOix WDr".stll:'e\ in the ;n:;\ructions 10r SCllcr;!ule D
(Form 1040), W~' Clcver <lppllcs (as rl:!(iglJrcd for the AlI/,T. it nec;e~ory) :/',::::;
(s.ee Instruclioll!.). If you me tiling Form 2555 or ?555-EZ, see the insfructio"l$
lor the ,Jmount 10 enter, . . . . .. , . , . . . . . . .. ' .. ,....... . .. , .. . . 38 65 101. ~::,;(/;::
39 Enler ;he amounl fr(J~n Schedulo D (Form 104.0), line 19 (as refigured lor (',0'
AMT. if nece~::;ht\l) (~ee In:;.lruction5). II you <Ire f ling Form 2555 or 2555-EZ,
';00 lhe i"15lructlon~ for thl! lImou:ll to ellte'-. .. . .. . ." , .. , .
40 It 'IOU did nol (;vnplcle " SCh(~dulc D T<J~ WOlksheet tor the rogul~r tax or tl'la
AMT, enter Irle ~mocrl !run /inc 33. Otherwise, acid Ime~ 3S end 39, and Mtp-r
t11v smaller ot 11-8! re5ull Or Ille; <lmount from line 10 of lIw Scll<..'dule D Tc~
W::JrI<shect (35 refl~1U~ecl lor the MIlT, II necess,1ry) If you arE) filing ForJT1 2555
or 2555-1'7. se~ Ul() irsl'uclions tor the 3rr:OlJlll te enter ... , ,.... . ... , .... , 40
42 ~"lJblri'lc: line 41 trcjffl l,nC) 37 .. " , . . .. , .... , .. . ... .. ....... ~42=-+-_ _6=--4~4:.r-;:.8..=1..::.B-,-.
43 f line 42 I~· $175,OOC or I(;'~~ ($87,500 0' les!'. i1 mcrried Idlng sepamlely), mvillpiv line 42 0\' 26% (.26).
O;hcrWIS>:, TnUI/ipiy line 42 by 21;1% (.28) Clnd suDtrilcl $3.500 ($1,750 It rni:llficd lilill£ separately) Irom
lh<: result. , ", . ', ,... ""'" . .. ,' .. , 1-43.,;.;;..,oi-: =-l"7,;...7,;..r...O.::,.4..:..:::...9.:.-.
I'·
44 ':J1\cr:
• $65.1OG II married 1ilin<J JOintly cr qualltYII'!) WiCOW(0 1·). } >" .;
• $32,5GO if s;-,)IC cr married filing scparately, Of ,. 44 65 1 0 0 . 1""<
• $43.6!:lO I~ he<:J(! Of l1oL5ehoki.
;i,;;:
45 Enter \he cmel nt from linG 7 01 the Ov<llifiCd Di\lid",rdS .:l~rJ C;Jpllal Gain T1I1\ ',;
Worksheet in :r,e in:;lruclions for Form 1040, Iln~ 44, or l'lC ;Jmounl from line 14 )',. _,I
of the Schodulc: D T~~x WOlk:.heet in the Instructions (or ScIlccJulc C (Form "
H)40). whiche','y applies (<J$ fig'Jrcd for the rtlgul;;r tax). If you d1(j not complete
cj\~,er 1'I0rksl)cd for tile rt!lJulilr tax. ent", -0-. . .. ,. . . . . . .... f-,-04..;;5~ ....:5=:..=:.9::.9,1..;;;,O,.;:9;...;7-'.'-i
46 SUbtr.Jcl lin~ ~!j 1'0111 line 44, If ZNC or Ie,s, enti'r .(j •...
<
49 SublrLlclline .1:: from line 47, .... 65 101- \ .~ ...
64 It lint;! 37 i,; $115,::100 or I(~:,::. ($87.500 or less if m[lTried lilrnq :;cp<lr~tcJY), multiplv Ilnf! 37 by 26% (.26), i
O\I1GrWI~C. multiply line :,/ by 28% (.28) ;:]nd ,;ublraCI :$3,5JO ($1.7:JO i, 'f1,;,r,;ed 1:lng sepm<ltc\y) from
11(' result .. . __ ,.... . ' . .. , ,. . " " " ' " i-==54~1- 1=9.::.5.J....=:.2~7..:7..:...
55 Enter the smi:l' Icr of line !l3 or line 54 here and on line 32. If you are filing Form 2555 or 2555.E:.Z. do I1(It
entO'r this ,-,mollnl en line 32. Inste<lti f:'n1L~r it on line 4 of the worksheel in the InstrlJclion~, .. , .. . .. ",. 55 186 814,
Form 6251 (2008)
A4] 24 09 CQ::?Dp
• p.27
B Did rOll Withhold fedefGlI ,ncome lax durino 2008 for any hOl,(,cllOld employee?
C Did VOI.J pny total cash wages of $1,000 or more in any cClI1;!1dar quarter of 2007 cr 2008 10 all househol<J CITlPloyce$? (00 not count
cas~ W<lges paid i,n 2007 or 2008 to 1.Iour spouse, yo"r child uncer aoe /'1, or yOUf parent.)
1 Tot::!1 CJsh wage~ ;;ubic:ct to socl.;1 security 13xes (~€e In5Ln.'Clion~) ... ".1 1 I
? S()r,ifl! secuflty ta<€s. Multiply line 1 by' 12.4% (.124).. " ... 2 6 967.
6 lobil stlci,,1 security, MeIH~~re, 3I1V ltldcr:l' income bxes. Add ;ines 2, 4. il~d 5. , . . . . ... . ... ", ... , '" . , j----=6'-t-_ _--=1::..:O:...L::lc.::9~6_'__.
7 Advance cClrned nCom~ credit (EIC) p<Jyrncnts, Ii any, . , , .. . . . . .. .,., .. "" .... .." .. f--o-=7~ _
8 Net taxes (subtract linc 7 from line G). , . . , ,., , . , , , , • , , , .. L....::8:-1-~_----"J"-", 1 .=.9.;;.6.;..'
O:..c...::.
9 Did you P3Y total c<I,:;h wngcs. of $l ,000 or more in any cCllerlj",r quarter of 2007 or ::lOOO to all household employ~cs.?
(Do not count c<J:.h wages p~ld In 2:Kl7 or 2008 ~o your SPOu!;C, your child vndAr age 21, or your paren1.)
=:J No. Stop. InClude the ~mount from line 8 <Jbovc on Form 10<10, line 60, ;;'00 <;Ileck box bon II1ilt line. It you oilrp. not required 10 file
Form 1')40, see the line 9 Instructions.
BAA 'For Pn'Jilcy A.ct ~nd Paperwork Reduction Act Notice, sec separate Instructions. S:t"IE'dule H (Form 1040) 2008
"011\<;412L 11119108
AU:] 24 Og 02:31p p.28
No
10 Did you pLl), unem ~Ioymcnt contributions 10 only one ::;lc["'?. " , ....... '. , ,. ' .. -'" .... .•• I " +', ••.•.••• .... , 10 X
11 Did you pay all 51<:lc unemployment cc·ntnbuhon,; for 2008 by April 15, 2009" Fiscal Y~CJr filers, sec instructions 11 X
lZ Werf:) af: W.::lg('~ th;lt "rc taxolJle for FUTA t::lX al~o t~iX<Jbl(' for your stClte's unemployment t.:lX? .... ..... . ..... ,., .. 12 X
Next: If you checked tile 'Yes' box en all the linel:> <lbolle, cOrT1plE:te Section A.
If you checked the 'tto' box on any of the lines above. skip Section A and complete Socl10n B.
Section A
13 N<)mc of the state wllcrc you paid uncmploym~!fll COrllr;.bulions.... , ,. • _
14 Stelle mporting rumbor as shown on Sf;:)te unemploymontlax returrL. •
17 FUTA tax. MUltlplj IlIle 16 b .008, Enter thA result here, gki Section B. <'Iml .. 0 to lin!'! 26, ...... , ... ' 17
Section B
18 Cc:npletl:' (\11 columns below 111;)1 ~
(;)J (b) (e) (e) (1) (g) (h) (i)
r~amO' I' StJtc reporllng Taxable SI;:]~cexper 1er1ce Stale Mulliply Multiply Subtract column (g) Conlribu1lon~
of n umber <;l~ shown on wage:; rale period experience column (c) column trom column (f). paid 10 state
stale' st()tc L1nempl(l'/rr1~nt (LIS defined in rate by.054 (c) by I f ;;,~ro or less, unemployment
tax return sl..'1h? ac:t) column enter ·0·. fund
From TO (e)
UMor PCn<' I..', of 1l~I"r~, I ell cl""" Ih,,1 I h~ye ~xa~'il'>(\r:llhi. !iCh~"'ulo. 'r1C luclil'J (l«t>mrJ"nyillQ !ltB'Jlmtnb. ~nd to II".. bo"l uI 'I'" M""'le<!llo aM ~Qlcl Ii is Irue. cyrect, iln(l comple'''. N" .
part Gl ;,ry ~~~nlel1t made 10, ,t;ol" UII"nlr>!cJvnw.,\ luro ~1~;rne<J as ~ crc~n w"". nr i,; ~" L"" JlKluCIold f,O'l' tho I);lyrrenl. \0 ~,nlilov~s. D~cl"'~tlQn c). r><"I';lr~( (ol''Ii!Ir lhan Ia~P"Y") " b~~
Ufl (in intr.rm;,iior' or wt'ICh Dr'O.'J4,rj~' ft;,J~ ,)n)' knou"hJet~.r,.
~
-=-~~-:-------------------------- ~~---------
Dilte
Date
t-'Ie I:aror': ~
Paid s'~n~t,,,~ ,.....Jl.- J...:::::.;.:~~~-'-'-.l...-J.L~---------
Preparcr's
Use Only
KA':'HRYN B HUTCHISON
He>me acldres-; (ml'11IIl~( ~Ild street. Of po. bOA I~ ,n...ll! I'S fIQ( '(t~Irv.e.,.tlJd 10 your hcrT'lC'}
F"illin YOl.lr Addross
Only if You Are Filin(l
This Form by Itself I~ C~~ lown or f>DSI on,ce
and N<lt Witfi Your '
TalC Retl.lm
[P!t:tT;:;J~""N"'o-n-'d""ed"';"..J.u
c-t"':':bj ~l-e-:C"'o-n-:-tr~i :-buu,....,..·o-n-s-t"'o""':T="ra
-c d""'it7'"jo-n-a"':"'1':":IR:-A:-s-an-d-:-::D~j s""t-:ri-;-b-u~ti-o-ns""""F""ro-m-"'T:-r-a""':'d it:-'j""o-n-a:-I,-=S:-=E==P:-,-a-n""'::d---
SIMPLE IRAs
Complete ;rm pori only if one Of mo'e of the folloWlrIQ 8pply.
• You !Tilde nOl1deduct,ble cOl1trll)lJtions to (l tradlllonClI IRA fo~ 2008,
• YI)U leok dlstribullons from a traditiONll, SEP, or SMPLE IRA in 2008 and you mOld\) nondeductibll:! contributions to a ,rad,:ioni:ll
IRA in 2008 or <In p.<Jr1icr year, For this purp05e, a dl~lribulion does nol include <J rollover (othe' thM CJ rCP<lymcnl of.; qualified
diS<ls\or recovery OI~istilnce disfri~ution), Qualified chClrilDblc dl~tribuliOn. one·ti~ distribution to fund an HSA, conversion,
rech;:Yacterizalion, or rc:urn ot eertvln conlnt,utiol1s.
• You CUllvcrtc:d p;:;r!. bul not ;)11. of your lr<ld,tlonal, SEP, and SIMPLE IRA5 to Roth IRAs in 20D8 (excluding Clny portion VOL
recharClclcnzed) ilnd you made nondeductible contributions to a traditional IRA i~ ?008 or an earlier veor. -
1 Er,ler YCl,Jr ~oll(edu~tlble conlr,butions to tr!ldi~ion,!1 IR~s f~r 2008, including tho~e mildp. lcf 2008
fr om Ji'lnlJi). y 1, 200 .. thr<lugll Aprrl 15. 2009 (~ce Instr\)ctl<.'n~)... .... .. , .... , ....... .... "...... 1 6 ;,) 00 .
2 Entef yeur Iota: ;)11'1'15 in tradition;; I IRk; (sec: instflJc:tlor,~) . . .•. , , . , ,,. .. . . .. , . , , , ., .•. 2 50, 613"
3 Add lines I ::md 2." _...•.. ,., , .. " .. . , .• ".',.. . , " " f-3-.r--_---'S-.;6'""--'6;..;1;;;.8;..;....._
1'2008, diu you til-e it No __~__ ~ Enter th~ amourlt from II'ne 3 on I,'~e 14. ,--:;;"';
c;~lrilJution from t"~dition~l, ~ ~ ,, ;.. ' ."
SEP, or SIMPLE IMs, gr make Do not complete the rest 01 Pelrt I, ': .:.:.;:~:;.:;: .:
• RnttllRA conver!;, Oil? Yes ~ Go 10 line 4. .,',.... 11" ...
4 Entertho5C corlr1butions included on line I that were made from JiJl1'Jary 1, 2009, lhrougt- April 15, 20C9 ..• i-4~+- _
5 SUbtract line 4 'rom line 3. . , . , ., , , , .. , • , , .• , , , ., ',." ,.,. ,..",S;:.,.,f-- _
qualified ~i:;iJ~Lf;1 r'ccovery ;,!'>sisl::lnec distributions. If the result 1(; 7p.rl'l ~r 11.'ss,
enter -0- (~,cc il1structions)..... ... " . . . . . . . . . .... ".,... .. f-.:::.6--t-----------,Ii:P;:.... :
I;';·' .'
7 Enter yo,Jr distriDuti<)f's from \rodi:ional, SED, ::Jnd SIMPLE IRAs In 200S I.·..
Do nOI In"liJde rollovers (other t~ar'l repaymllnls of qualified disaster recovery :,;, :,;"',
assiSI<Jncc dl~tribulions), QU<llitlccl cror l l8blE' distributions, a one·~lmc:
di::;lriulI,J(ion to f1.lnd an HsA, conversiorn) lO <J Roth IRI\, Cfi'rta,n retumod
,~-;:; '.;,Sf
~;~~ri~~t~,~f,O~~r~C'1Cl!<lC'.~r.i~~i~~o f trodibonal I.~,C(l~I~'blJ.tl~ns, , ,. ..,.. 7 ::;;~;;.'
8 En1er th~ net a ..,ount yOI,J converted ffom traditional, ~EP, (;1n~ SIMPLE IRAs
;},:
to Roth lf~A~ in 2008. Do not Inc!ude 3mounl~ converted fl'\:.'If you I"tef
reCllllr:lcterized (:>c(; instruction:», AISoo enter this Clrr'()\ll)l <:n line 1& _.. 8
',;.'.
0(!>
9 Add lines 6, 7, Clnd 8. . 9 _!-----t>::,~;!!
, ... ,1L-...::....
,;,;,.>. :,
10 Divide Lne 5 bv linr. 9. Enter the re~u!1 as a decim81 rounded to at lea:;t 3
places_ It the ((,~1,J1t i~ 1,000 or more, ellfe' '1.000' ", .. , , , ... , ..... 110 X . /',~ .
., -;..;.....-f'-'------lj:;:';:,
11 MultilJly .inc 8 b~' line 10. This IS the nonlGlX<lblc portion 01 :he omounl you
r:;onv(:ll-~d 10 RIJt1'1 IRAs. A150 enter Illis omount on line 17. . . .. .... .,,, 11
,:! C:
12 lo/,lI,JllrJ)ly lil:c 7 by line 10. This is thfi' nO'lI<.lX;)ble portion of )'OUf di!;!nbut,ons , lii~,:~<
lhDt you did not convert to:::l Roth IRA , .. , ", ", . . ,. iL..:,,:12;....J'- -I,:,..i,~::
13 Add lines 11 and 12, TI)i5 IS tre fl(lr'lt;lx,1ble portion of <Ill yo~r distributlcns. , .. '" , . .. " .. f-'-1~3_1 -:-_ _
14 SubtrEiCI line 1.3 from line 3. ThiS IS your to\~1 baSIS In tradition'" IRA!. lor 200B arK! eariler years ..... 114 i 56 ,6: B.
15a SlIblr;;:t line 1:~ from :in" 7. ,. "" ., _ ,", ""'" . 15a
b Amoun: Of~ 11m 153 3ltribut.1ble to QU<:llir,ed di!'>aster reccvery ClSSistance distribution-.; (scc instructions), Also
,mlCf 1I11~ amolJt: ()n Form 8930, line 13 " ,., , .. " "................. , .. ,. ,j--.:1.:::5.::b+- _
c TAxable llnlOUllt. Subtract liM 1Sb from 11,1e 15<l, If IIIDI'O' lIlan zero, ",I!';() include :h's amount on Form 1040.
Ime 1Sb; Form 104l)A, iiM 11 b: or Form l040NR. line 16b,."",. " ....•.. ",.'
Note: You may be SlJoje,t to .:)/'1 addi!iorli,ll ] 0% tax on the nmourpt on :;n~ r5c jf you were under
iJge 59-712 al tile time of the distribution (sec instructions).
BAA For Privacy Ad and Paperwork Reduction Act Notkc. see in!>tructions. Form 8606 (200B)
fD1A61" 2~ atl:l61C9
A.Lg :::'4 09 0231p
p2D
- :-l-i:-.t-c-d-p-r-o-pe-.rt-y-.-'E-n-t-e-r-,:-':-) -~-m-':-':-:-':-:,-:-m-' '-'I:-:-:-:?9-. -.-.-.-..-.-.-,-,.-,-,-.-.,-,-,-.-.+1-(Ib_'}_<:'_"'_, ,1_ (1 _" _'_' '_>_'_·'~le~O_' .;.:_'_):~ ~ ~(~C~)~E~ ~C:~ed~_C_(>:S\~ ~:i~t:i~
8 TotDI elected cost Of sectIon \ 79 property. Add aTlounts ,:1 column (c), II(\C~ 6 and 7. f---'8:::--1- ~_ _
9 Tentative deduction. Ent~r the
smaller Of line 5 or line 8 .... " . , .. , , . . . ... 9
1-:"''--+-------
10 Carryov",r of disallowed doductlon tron line 13 ot your 2007 Form 4562.,., ... ,.... . .. ,.,., ....~'~o-+ _
11 EU~lnes5 iflcomr. 'imitation. Enl!;'r .he ~maJler of bVll,noss Income (not ~~" II1i:JI1 zerc) or :,ne S (~ee instrs) .. ~11.:-+- _
12 Section 179 eX~C'lse deduction. Add lines 9 rind 10. btr. not enter more th.:W line 11,... 12 do
13 C;)(ryo\lcr of disallowr:d deduction ~o 2009. Add line:; 9 omd 10 less line 1;:,. ~I 13 I
Not~: Do not [f!;e P;:lfl /I or Part iii bit/OW for fisted prc;rperly. Instead, use Pi';Ir1, V
l£Pat:t~)r.!"~1 SpeCial Depreciation Allowance and Other Depreciation (Do not include listed proportv. !'See 'nstwctiol1s,)
14 dcpreo:.tion 1!I1Iowance lor Q\,J~llli~d property (olllCr than listed propcrly~ ~1<1(;",d ;,) ~Iv;ce rllJr;nQ the
::,,'(;Ci~1
Ii.lX ycc.r (see instructIOns)
.. , ........ ... . . . , . .... ... . .. " , . , . .. . ... . .. 14 ,", ,
Other deprecicilion (illcluolnQ p,eRS), ....... , ... .. ' . .... . . ... " 16
J MACR~J. DepreciatIon (Do not 1I1c!(Jde Iisleel property.) (Sc~ lr'1st uctlons)
, 16 .. , ... ... . .. - . " ' " ' ~
, ,
!Part'lII, r
Section A
17 M:"CRS deductions for ~Sse15 plilCC'O in service ,n t;'x ~:l(S bEl\llnning befo(e 2CDB , ..
18 it you <lre eleclil~~ to grol/p (lny asscts pliJc~d ,n sQrvice curing the tilX ye~r into 01e or more \jeneral
"sset accounts, check here , . . . . . . . . . .. .",. ..". ,."........ . .. ~
Secti on B- Asse
t s PI aCe d·In ~ Nice D ' 2008 Tall Year USing th e Gen~1':I1 Deprecialion S,vslem
Ufln(]
(..) (b) I\IJJII~' .,':; (c) [J"CI~ lOr' at'llroc'~ljon (d) (e) (f) (9) Dt,~I;,cl~hon
CI(l,,~jh:;.IhtJfI uf J"'JVI..l4~~' vaG< nl.Jccd {bl~ir-r.:r...";jinll[!~;frr1r.rll ~& I1ceo'lcry D"r·<)I1 COfl1101 lIK"iI' Mctl10d ct(.~f JI J(" ~ lOt •
11"\ scr\flCe on",. - .~ 1n!"."',dlCln:-.)
. - ... II.:.
,
'l:" ..
. '. .. 12 '.Irs S/L
c 4D·year, . , , " . . .. , ,. , 40 v:r:s MM S/t
E.eart:lV "j Summ~ry (See II1$lruct,Cns)
21 ~i~lCd properly. t::ntef OJIHlU:1t from line 28. .... " ... " .. " ... ' .. " , .... .. ,.' .
, ... ." ... " , ,,,,, , 21
2~ Total. Add amounl, h;"n lil1C 12, lines 14 \hmuQ117 , lines 19 f.nd 2C ir column (Q). and "Ilf! 21. Enl~r '1CfC ~nG on
t:Je i'ppropri~tc 1i1r:~ of your r~I~II\, Partner~hips and S corporations - ~ee 1~~lrUctlO1S. " .. " , . ,. .. . " .... '" . 22 9 300.
f70r assets SIIUIN:~ obove ;,;nd pl<!ced in servlcr; ouring the cufrent Y~8r. enter I ~:'~.': I:jj~·~;("~;,.r~~~?;:f~<~.'~ ~;;1~\/0" ;.. ; .
23
t~ nmticn of IIl€ baSIS attributable to section 253A. costs, , , . .•. . . . . . . ., , , . , .. 23 I :'. ~~'. ':'" ,:,~,~:1' ':~'~,?:r!~()'f::~~\~t. {i. '~:(~;~y,~,~' 'I:
I, .. /i.;{.",;j( "'.~!.-"(~~"'-""·l"O<~'~ ~
BAA for Paperwor!( Reduction Act Notice, see sc-par'ilte instructions. °DI:rcdl2L 06:12IOS Form 4562 (2008)
ALg 24 09 0232p . _.... p31
'.)";;-I:!"!i;''.;{C(.r~..;~;,rI'~~~U
~)~.~/,.,J ";",.7~~,: r~ ,~';:~~;''':~ '!,i;?!'
~/<~::"l.'4.{j,t~~';¢I:';II:".p
~, ') ",.,'/'-.;,.I,.''Z....-""':7,,.;.;...~I!I'>,.'/I'
~-'-'-;'"
.
".r'.1'
8 Total eleded cost of section 179 pro;Jerty Add amounts Ln column (c), 'irw~ 6 <incj 7. .... . " .. , ... - . , 8 "
9 lentatil/e deduct,on. Enter tho smaller of linC' 5 or line 8 , ... ... . I'" . .... . ...... . " " , " " . .... 9 ...
10 Carryover of dls<Jllowed d47!dlJctlon from IiIW 13 ot your 2007 Form 4562 ............ ... -.- ' .. , ... - . . .. 10
11 Busine,s incom~ limlt;~tion. Enter the sm<lllcr of busine:;s i ~coml,) ('lot lee-...s l~<ln zoro) or line 5 (see in$t(~,) .• 11
12 Section '79 CAf'Cn:;e deduction. Add line 5 9 and 10, but dQ nol enter ITore tM.::;n I,nc 11 .... , .... , .... 12
13 Cmryovcr of dl~allowl-!(j deduction to 2009. Add IInl-!s 9 ~nd 10 loss line 12 ...
Note: Jo II! tie/ow for listed J;ro"erty Instead. tlsP. P'lrt V.
flot use Port II or Part
~I
l' ;.'/~"'~> r-'i-.';,f,t,~· r·f,~'2:~{·({(i: ;,'.~':)':>': :
I:Pareu,/:! SpeciOlI Depreciation Allowance and Other Depreciation (Do not Include li<;t€>cl nropcrtv-' rSee il1struct:DClS.)
14 Special depreciation allowance tOf qualified property (ol'ler than listed property) ploced in service dl,Jrin!J Ihc: I
[::IX year (see i(~frl,Jctlons) ,.. . . _......... ~14.:-- _
15 Property subjcct to section 168(f)(1) election. .... ..... 1-'-'15::-,.- _
16 O(llc'depreciahon (Includino ACRS).... 16 I
l:part'.II1;;'1 MACRS Depreciation (00 not include li~.ted property.) (See inslrLJdion~)
section A
(a) (b) Month "n(I (C) ~,. to! 001>l&<;ii100" (d) (e) (I) (g) C"I"e"a110n
Clo";rc~:,,,n of prcrJ(',ly Jo'C~' plll<;~ (l>u'\lnesslinY<l'Jlmcnl I·"" J;~C",,,,,ry period CeI""",I"", M.t1<>d dctli1Ct~'"
lr"', .~QrVjr.r'! Ofi V- Vj~ Irl$;ffOCbOns)
21
22
BAA For PClpc.-worl<. Redl.lchon Act l'Jobco, sec separate instructions. rnz(Il I2\. 06112/08 Fum. 4562 (2008)
ALg 24 09 02:3?:p _.
2008 RI.TON R AND KATHRYN B HUTCHISON \ ~<:Ige 2
l.:.:.:::.:..:::....:.:.;~ Listed PrI'r
erty (Include alJlDmobijles, certain oUlcr vchicles cellular \elp.phones, cert~in COripu\crs, .md properly us.eo10r
emerlalnmen , rCCre::ltlon, or <'Iml;scment.)
Note: For i!Jlly vehicle for which YOu (ire US;rrq tn~ st::Jndard mileage rpte or o'educlin(} le()Se expense, corrrplede only 24a, 24b,
collHTm$ «J) through (c) cf Sect/or) A iJll of Section B I3T1d Sectien C if appl/C(ible .
Section A .- Dc praciation ~nd Other Information CClIl.ltion: See the instructions for limifs for DlilsseOO€f ;)ulomob,Jes.)
24a)c \QU 1'31'f eVidence te ~IJUnort the bl$i~esS/Ir\ICStrnCl'lt lise ~hilrJi:!<l? .. " I I Yes I I No 124b If 'Yes,' is tile evid01CC written? .. \ , , I Yes r lNo
(a) (b) (c) ! (d) (e) (t) (g) (h) (i)
- tI'" u· ~'Cp."IY (1,.1 Ja~ DI~D:"i Bus ,nessl
mEnt
I Ilvt:!§ I
I cast<J! B~srs for dcp,,~~lturl Re<:OVflY Mc1ho<11 [),,~recialioo t:lected
\'It!r:I~t!'s tir5t) III Sc\'MOO "~I~I Il.lsis (busl ne-&S1'~'fC~rnc,:r11 f""iOd COOIICotiQn dcldLJGtlor"' SEcl'on 179
us~
us.e orly) ~DSt
poroon1.'~t~
25 Speci.:ll dcprccl3tJ(I~ (lilowancc ,for qUCllificd liste~~proj)",rty p~':lce~).in service during the tax ye<Jr <lnd I ~pLii~J;,r~J.~9tj:~
us€'{! mom Ulan !S( ~ In n Qual~tied bl)SIMSS use ~~ In~tfuc,lons .. . .. ..... .... ." ... ,. . .. 25 ~d:.,'FI/r.~~..:?·W:;!:';;~·;';;.
27
Peor"'\' "'d F'.' 1m ;03 " " , ; " , b""n,,, """
;:".
;".':
"'.
=28 Add amounts 111 c(·lumn (h}. lines 25 thriJugll 27. Enter hp.rc and on 11"'" 21, p~gc I . . . , , ... ..... 128 ;< ' !N::W~1,
29 Add <lmo(lnls in column (I), line 25. Enter ~r~ and on line 7, j)-"lQC 1.. ... ,. .. . " . ",. , ", .... . .. .." , ...129
Section B - Informanon on Use of Vehicles
Comple:e thi~ section ff>( vehicles used by a sole proprietor, partner, or other 'more than 5% owner,' or reltltcd persoll. It yOll prOVided vehIcles
to your employ~C$, fir5t anSwer tho Quesliom; ir, Section C to &1')oP. il you meet an exception to completin{l tlli& section for those l,Iollicles
(a) (b) (c) (d) (e) (f)
30 Total Du::.in055IinvestrT1er'll miles dnven V€hicle 1 V~/1iclc 2 Vehicle 3 Vehicle 4 Vcll'cle 5 Vehicle 6
during the year (do not include
commuting miles) ..
" , ... . . . . . . , " ...
31 Tol31 comrnulin~ ~ljl("; driven dUflna the year. .. ... , .
32 Total other perSQllClI (noncommullng)
miles drivl;'r'l.. . . ,. , "" . . . ..
33 Tclal mjle~
driven dur'ng 1I1e 'lear, Add
lines 30 thrOUg:l :::2. " .. ". .... , ,., ..
Yes No Yos I No YIl!!S No Yes No Yes No Yes No
34 W(lS the vchicle clllJllable for pp.rsonal use i
dL.:ring off·duty hours? ... . " .. "'" r,'
38 Do ycu rnalrtBin il written policy sl<ltc1'lent lh..-l prohibits pe'sM::l1 U~(: of ~hides, except commlltlnq, by vour
emj)loyccs? See :he instruction!: 10r vehicles \.Jsr.d by corporate officers, directors, or 1 % or more own~r$ ..... '." , ,.,. '
39 Do you tre.,l alt u;c! of vehicles by cmploy,*,~ ;JS personal usc? , .. , ",., , " . .• ,.,. It •• "'.·· .... ,' .. , ,.' ,
40 Do you pro,-"de more tll()n five vl:!hiclt::s. to your employees, obtain loforrrli:ltion from i'OUr employees "bol.lllhc lise of the
vch"::'C'$. ~nd 'el~in the inform<liion receIVed? ... ." ..... , ........... , .... , ............ , .................... , ..
.Ill 00 you meel the ·eql.urcments con(A'~rnlllg qualified Jutomobile demonstration use? (S('C' inslructlomi,).... .. . , .. ", ...
Note: If your (lfl:;IVN to 37, 38, 39. ... 0 Of 41 IS 'Yes, • do not complete Sec lion 8 for the covered 1I6hicles, i;~;j~r:!;?lB ,~t;:*:f;~~3;;V:'i
[P-:artVI I Amort/z·)tlon
<.
,
(3) (b) (c) (d) (0) (f)
DoSC/il,lion 0: C\')sls D:'.ite dlll{)'\liull~1 ,o,fTlOniZtlble C<:xlo Amom.:;>lion Arroortl;";1tIQn
bn~ n!; "m~L1'l <AI'.lir.n Pe1IQ(l 0( forthil; ,'ea'
r>erc"n1B~~
42 AmMli;.:~tion of co~L<. th;:lt belll.,s (]IJr',nq vour ?OOR Lax year CSE!Po in:;lr uctiol1~);
B OF A VA MOR~GAGE I 5/15/08 2,000, 461 15 89.
1
43 Amor\lz<Jt!On of '::05ts t~a~ beQan before your 2008 lax year .. . . , I"" •• · .. , .. " .... ... ". , " .. 143
44 Total. Add Llmollnl!'; In column (I). See the ,nslruction'S for wnere to r~r>ort ... "" , ......... , ., . ..144 89.
"
Form 4562 (2008)