Mary VANHAM Tax Forms
Mary VANHAM Tax Forms
OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space.
Filing Status x Single Married filing jointly Married filing separately (MFS) Head of household (HOH)
Qualifying surviving
Check only spouse (QSS)
one box. If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QSS box, enter the child’s name if the qualifying
person is a child but not your dependent:
Your first name and middle initial Last name Your social security number
MARY H VANHAM 344 46 1282
If joint return, spouse’s first name and middle initial Last name Spouse’s social security number
Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
3857 TERRITORY ST 3857 Check here if you, or your
spouse if filing jointly, want $3
City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code
to go to this fund. Checking a
LAS VEGAS NV 89121 box below will not change
Foreign country name Foreign province/state/county Foreign postal code your tax or refund.
You Spouse
Digital At any time during 2022, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell,
Assets exchange, gift, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.) Yes X No
Standard Someone can claim: You as a dependent Your spouse as a dependent
Deduction Spouse itemizes on a separate return or you were a dual-status alien
Age/Blindness You: x Were born before January 2, 1958 Are blind Spouse: Was born before January 2, 1958 Is blind
Dependents (see instructions): (2) Social security (3) Relationship (4) Check the box if qualifies for (see instructions):
(1) First name Last name number to you Child tax credit Credit for other dependents
If more
than four
dependents,
see instructions
and check
here . .
1a Total amount from Form(s) W-2, box 1 (see instructions) . . . . . . . . . . . . . 1a 72000
Income
b Household employee wages not reported on Form(s) W-2 . . . . . . . . . . . . . 1b 0
Attach Form(s) c Tip income not reported on line 1a (see instructions) . . . . . . . . . . . . . . 1c 0
W-2 here. Also
attach Forms d Medicaid waiver payments not reported on Form(s) W-2 (see instructions) . . . . . . . . 1d 0
W-2G and e Taxable dependent care benefits from Form 2441, line 26 . . . . . . . . . . . . 1e 0
1099-R if tax
was withheld. f Employer-provided adoption benefits from Form 8839, line 29 . . . . . . . . . . . 1f 0
If you did not g Wages from Form 8919, line 6 . . . . . . . . . . . . . . . . . . . . . 1g 0
get a Form h Other earned income (see instructions) . . . . . . . . . . . . . . . . . . 1h 0
W-2, see
instructions.
i Nontaxable combat pay election (see instructions) . . . . . . . 1i
z Add lines 1a through 1h . . . . . . . . . . . . . . . . . . . . . . 1z 72000
Attach Sch. B 2a Tax-exempt interest . . . 2a 0 b Taxable interest . . . . . 2b 0
if required. 3a Qualified dividends . . . 3a 0 b Ordinary dividends . . . . . 3b 0
4a IRA distributions . . . . 4a b Taxable amount . . . . . . 4b 0
Standard 5a Pensions and annuities . . 5a b Taxable amount . . . . . . 5b 0
Deduction for—
6a Social security benefits . . 6a 0 b Taxable amount . . . . . . 6b 0
• Single or
Married filing c If you elect to use the lump-sum election method, check here (see instructions) . . . . .
separately,
$12,950 7 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . . 7 0
• Married filing 8 Other income from Schedule 1, line 10 . . . . . . . . . . . . . . . . . . 8 0
jointly or
Qualifying 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . . 9 72000
surviving spouse,
$25,900
10 Adjustments to income from Schedule 1, line 26 . . . . . . . . . . . . . . . 10 8650
• Head of 11 Subtract line 10 from line 9. This is your adjusted gross income . . . . . . . . . . 11 63350
household,
$19,400 12 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . 12 58460
• If you checked 13 Qualified business income deduction from Form 8995 or Form 8995-A . . . . . . . . . 13 0
any box under
Standard 14 Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . 14 58460
Deduction,
see instructions.
15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income . . . . . 15 4890
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2022)
BNA FFF
Form 1040 (2022) Page 2
Tax and 16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 . . 16 488
Credits 17 Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . 17 0
18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . 18 488
19 Child tax credit or credit for other dependents from Schedule 8812 . . . . . . . . . . 19 0
20 Amount from Schedule 3, line 8 . . . . . . . . . . . . . . . . . . . . 20 0
21 Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . 21 0
22 Subtract line 21 from line 18. If zero or less, enter -0- . . . . . . . . . . . . . . 22 488
23 Other taxes, including self-employment tax, from Schedule 2, line 21 . . . . . . . . . 23 0
24 Add lines 22 and 23. This is your total tax . . . . . . . . . . . . . . . . . 24 488
Payments 25 Federal income tax withheld from:
a Form(s) W-2 . . . . . . . . . . . . . . . . . . 25a 11457
b Form(s) 1099 . . . . . . . . . . . . . . . . . . 25b 0
c Other forms (see instructions) . . . . . . . . . . . . . 25c 0
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . 25d 11457
If you have a
26 2022 estimated tax payments and amount applied from 2021 return . . . . . . . . . . 26 0
qualifying child, 27 Earned income credit (EIC) . . . . . . . . . . . . . . 27 0
attach Sch. EIC.
28 Additional child tax credit from Schedule 8812 . . . . . . . . 28 0
29 American opportunity credit from Form 8863, line 8 . . . . . . . 29 0
30 Reserved for future use . . . . . . . . . . . . . . . 30
31 Amount from Schedule 3, line 15 . . . . . . . . . . . . 31 0
32 Add lines 27, 28, 29, and 31. These are your total other payments and refundable credits . . 32 0
33 Add lines 25d, 26, and 32. These are your total payments . . . . . . . . . . . . 33 11457
Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid . . 34 10969
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . . 35a 10969
Direct deposit? b Routing number 3 2 2 4 8 4 4 0 1 c Type: X Checking Savings
See instructions.
d Account number 1 0 2 1 8 8 3 9 5 2
36 Amount of line 34 you want applied to your 2023 estimated tax . . . 36 0
Amount 37 Subtract line 33 from line 24. This is the amount you owe.
You Owe For details on how to pay, go to www.irs.gov/Payments or see instructions . . . . . . . . 37 0
38 Estimated tax penalty (see instructions) . . . . . . . . . . 38 0
Third Party Do you want to allow another person to discuss this return with the IRS? See
Designee instructions . . . . . . . . . . . . . . . . . . . . . Yes. Complete below. X No
Designee’s Phone Personal identification
name no. number (PIN)
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and
Sign belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here Your signature Date Your occupation If the IRS sent you an Identity
Protection PIN, enter it here
(see inst.) 2 4 4 1 9 4
Joint return? STAFF
See instructions. Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent your spouse an
Keep a copy for Identity Protection PIN, enter it here
your records. (see inst.)
BNA
Schedule 1 (Form 1040) 2022 Page 2
c Points not reported to you on Form 1098. See instructions for special
rules . . . . . . . . . . . . . . . . . . . . . 8c 0
d Reserved for future use . . . . . . . . . . . . . . . 8d
e Add lines 8a through 8c . . . . . . . . . . . . . . . 8e 0
9 Investment interest. Attach Form 4952 if required. See instructions . 9 0
10 Add lines 8e and 9 . . . . . . . . . . . . . . . . . . . . . . . . . 10 0
Gifts to 11 Gifts by cash or check. If you made any gift of $250 or more, see
Charity instructions . . STMT
. . #2
. . . . . . . . . . . . . . . 11 23080
Caution: If you 12 Other than by cash or check. If you made any gift of $250 or more,
made a gift and
got a benefit for it, see instructions. You must attach Form 8283 if over $500 . . . . 12 0
see instructions. 13 Carryover from prior year . . . . . . . . . . . . . . 13 10500
14 Add lines 11 through 13 . . . . . . . . . . . . . . . . . . . . . . . 14 33580
Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified
Theft Losses disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See
instructions . . . . . . . . . . . . . . . . . . . . . . . . . . 15 0
Other 16 Other—from list in instructions. List type and amount:
Itemized
Deductions 16 0
Total 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on
Itemized Form 1040 or 1040-SR, line 12 . . . . . . . . . . . . . . . . . . . . 17 58460
Deductions 18 If you elect to itemize deductions even though they are less than your standard deduction,
check this box . . . . . . . . . . . . . . . . . . . . . . . .
For Paperwork Reduction Act Notice, see the Instructions for Form 1040. Schedule A (Form 1040) 2022
BNA
8889 Health Savings Accounts (HSAs) OMB No. 1545-0074
2022
Form
Attach to Form 1040, 1040-SR, or 1040-NR.
Department of the Treasury Attachment
Internal Revenue Service Go to www.irs.gov/Form8889 for instructions and the latest information. Sequence No. 52
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Social security number of HSA beneficiary.
If both spouses have HSAs, see instructions.
MARY H VANHAM 344 46 1282
Before you begin: Complete Form 8853, Archer MSAs and Long-Term Care Insurance Contracts, if required.
Part I HSA Contributions and Deduction. See the instructions before completing this part. If you are filing jointly
and both you and your spouse each have separate HSAs, complete a separate Part I for each spouse.
1 Check the box to indicate your coverage under a high-deductible health plan (HDHP) during 2022.
See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X Self-only Family
2 HSA contributions you made for 2022 (or those made on your behalf), including those made by the
unextended due date of your tax return that were for 2022. Do not include employer contributions,
contributions through a cafeteria plan, or rollovers. See instructions . . . . . . . . . . . 2 7000
3 If you were under age 55 at the end of 2022 and, on the first day of every month during 2022, you
were, or were considered, an eligible individual with the same coverage, enter $3,650 ($7,300 for
family coverage). All others, see the instructions for the amount to enter . . . . . . . . . . 3 4650
4 Enter the amount you and your employer contributed to your Archer MSAs for 2022 from Form 8853,
lines 1 and 2. If you or your spouse had family coverage under an HDHP at any time during 2022, also
include any amount contributed to your spouse’s Archer MSAs . . . . . . . . . . . . . 4 0
5 Subtract line 4 from line 3. If zero or less, enter -0- . . . . . . . . . . . . . . . . . 5 4650
6 Enter the amount from line 5. But if you and your spouse each have separate HSAs and had family
coverage under an HDHP at any time during 2022, see the instructions for the amount to enter . . 6 4650
7 If you were age 55 or older at the end of 2022, married, and you or your spouse had family coverage
under an HDHP at any time during 2022, enter your additional contribution amount. See instructions . 7 0
8 Add lines 6 and 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 4650
9 Employer contributions made to your HSAs for 2022 . . . . . . . . 9 0
10 Qualified HSA funding distributions . . . . . . . . . . . . . . 10 0
11 Add lines 9 and 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 0
12 Subtract line 11 from line 8. If zero or less, enter -0- . . . . . . . . . . . . . . . . . 12 4650
13 HSA deduction. Enter the smaller of line 2 or line 12 here and on Schedule 1 (Form 1040), Part II, line 13 13 4650
Caution: If line 2 is more than line 13, you may have to pay an additional tax. See instructions. STMT #3
Part II HSA Distributions. If you are filing jointly and both you and your spouse each have separate HSAs, complete
a separate Part II for each spouse.
14a Total distributions you received in 2022 from all HSAs (see instructions) . . . . . . . . . . 14a
b Distributions included on line 14a that you rolled over to another HSA. Also include any excess
contributions (and the earnings on those excess contributions) included on line 14a that were
withdrawn by the due date of your return. See instructions . . . . . . . . . . . . . . 14b
c Subtract line 14b from line 14a . . . . . . . . . . . . . . . . . . . . . . . . 14c
15 Qualified medical expenses paid using HSA distributions (see instructions) . . . . . . . . . 15
16 Taxable HSA distributions. Subtract line 15 from line 14c. If zero or less, enter -0-. Also, include this
amount in the total on Schedule 1 (Form 1040), Part I, line 8f . . . . . . . . . . . . . . 16
17a If any of the distributions included on line 16 meet any of the Exceptions to the Additional 20%
Tax (see instructions), check here . . . . . . . . . . . . . . . . . . . . . .
b Additional 20% tax (see instructions). Enter 20% (0.20) of the distributions included on line 16 that
are subject to the additional 20% tax. Also, include this amount in the total on Schedule 2 (Form
1040), Part II, line 17c . . . . . . . . . . . . . . . . . . . . . . . . . . 17b
Part III Income and Additional Tax for Failure To Maintain HDHP Coverage. See the instructions before
completing this part. If you are filing jointly and both you and your spouse each have separate HSAs,
complete a separate Part III for each spouse.
18 Last-month rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 0
19 Qualified HSA funding distribution . . . . . . . . . . . . . . . . . . . . . . . 19 0
20 Total income. Add lines 18 and 19. Include this amount on Schedule 1 (Form 1040), Part I, line 8f . 20 0
21 Additional tax. Multiply line 20 by 10% (0.10). Include this amount in the total on Schedule 2 (Form
1040), Part II, line 17d . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 0
For Paperwork Reduction Act Notice, see your tax return instructions. Form 8889 (2022)
BNA
'HSDUWPHQWRIWKH7UHDVXU\,QWHUQDO5HYHQXH6HUYLFH
)RUP $FNQRZOHGJHPHQWDQG*HQHUDO,QIRUPDWLRQIRU
-DQXDU\
7D[SD\HUV:KR)LOH5HWXUQV(OHFWURQLFDOO\
7KDQN\RXIRUSDUWLFLSDWLQJLQ,56e-file
7D[SD\HUDGGUHVV RSWLRQDO
3857 TERRITORY ST 3857
<RXUUHWXUQZDVDFFHSWHGRQ $OORZWRZHHNVIRUWKHSURFHVVLQJRI\RXUUHWXUQ
7KH(DUQHG,QFRPH&UHGLWRUDGHSHQGHQW VH[HPSWLRQRQ\RXUUHWXUQPD\EHUHGXFHGRUGLVDOORZHGGXHWRD
FKLOG VQDPHDQGVRFLDOVHFXULW\QXPEHUPLVPDWFK
<RXUHOHFWURQLFIXQGVZLWKGUDZDOSD\PHQWUHTXHVWZDVDFFHSWHGIRUSURFHVVLQJ
<RXUHOHFWURQLFIXQGVZLWKGUDZDOSD\PHQWUHTXHVWZDVQRWDFFHSWHGIRUSURFHVVLQJ5HIHUWRWKH,I<RX2ZH
7D[VHFWLRQ
<RXU)RUP$SSOLFDWLRQIRU$XWRPDWLF([WHQVLRQRI7LPHWR)LOH86,QGLYLGXDO,QFRPH7D[5HWXUQZDV
DFFHSWHGRQ 7KH6XEPLVVLRQ,'DVVLJQHGWR\RXUH[WHQVLRQ
LV
'21276(1'$3$3(5&23<2)<2855(7851727+(,56
,)<28'2,7:,//'(/$<7+(352&(66,1*2)7+(5(7851
,I<RX1HHGWR0DNHD&KDQJHWR<RXU5HWXUQ
,I\RXQHHGWRPDNHDFKDQJHRUFRUUHFWWKHUHWXUQ\RXILOHGHOHFWURQLFDOO\\RXVKRXOGVHQGD)RUP;$PHQGHG86
,QGLYLGXDO,QFRPH7D[5HWXUQWRWKH,566XEPLVVLRQ3URFHVVLQJ&HQWHUWKDWSURFHVVHVSDSHUUHWXUQVIRU\RXUDUHD7KH
DGGUHVVLVDYDLODEOHDWwww.irs.govRU\RXFDQFDOOWKH,56WROOIUHHDW
,I<RX1HHGWR$VN$ERXW<RXU5HIXQG
7KH,56QRWLILHV\RXU(OHFWURQLF5HWXUQ2ULJLQDWRU (52 ZKHQ\RXUUHWXUQLVDFFHSWHGXVXDOO\ZLWKLQKRXUV,I\RXU
UHWXUQZDVQRWDFFHSWHGWKH,56QRWLILHV\RXU(52RIWKHUHDVRQVIRUUHMHFWLRQ,ILWKDVEHHQPRUHWKDQWKUHHZHHNV
VLQFHWKH,56DFFHSWHG\RXUUHWXUQDQG\RXKDYHQRWUHFHLYHG\RXUUHIXQGJRWRwww.irs.gov DQGFOLFNRQ:KHUH V0\
5HIXQG"WRYLHZ\RXUUHIXQGVWDWXV([FHSWLRQ,IER[DERYHLVFKHFNHGDOORZWRZHHNVIRUSURFHVVLQJRI\RXU
UHWXUQ$QRWLFHZLOOEHVHQWWR\RXDGYLVLQJRIFKDQJHVWR\RXUUHWXUQ
$OVR\RXFDQFDOOWKH7HOH7D[OLQHDWIRUDXWRPDWHGUHIXQGLQIRUPDWLRQ<RXVKRXOGKDYHDYDLODEOHWKH
ILUVWVRFLDOVHFXULW\QXPEHUVKRZQRQ\RXUUHWXUQ\RXUILOLQJVWDWXVDQGWKHH[DFWDPRXQWRIWKHUHIXQG\RXH[SHFW
7HOH7D[JLYHV\RXWKHGDWHIRUPDLOLQJRUGHSRVLWLQJ\RXUUHIXQG<RXVKRXOGUHFHLYH\RXUUHIXQGFKHFNZLWKLQGD\VRI
WKHGDWHJLYHQE\7HOH7D[RUZLWKLQRQHZHHNRIWKDWGDWHLI\RXFKRVHGLUHFWGHSRVLW,I\RXGRQRWUHFHLYHLWE\WKHQRULI
7HOH7D[GRHVQRWJLYH\RXUUHIXQGLQIRUPDWLRQFDOOWKH5HIXQG+RWOLQHDW
Form 9325 (Rev. 1-2017)
BNA
7KH,56XVHVUHIXQGVWRFRYHURYHUGXHWD[HVDQGQRWLILHV\RXZKHQWKLVRFFXUV7KH)LVFDO6HUYLFHRIIVHWVUHIXQGV
WKURXJKWKH7UHDVXU\2IIVHW3URJUDPWRFRYHUSDVWGXHFKLOGVXSSRUWIHGHUDODJHQF\QRQWD[GHEWVVXFKDVVWXGHQWORDQV
DQGVWDWHLQFRPHWD[REOLJDWLRQV)LVFDO6HUYLFHVHQGV\RXDQRIIVHWQRWLFHLILWDSSOLHV\RXUUHIXQGRUSDUWRI\RXUUHIXQG
WRQRQWD[GHEWV,I\RXKDYHTXHVWLRQVDERXWWKHRIIVHWFRQWDFWWKHDJHQF\LGHQWLILHGLQWKHQRWLFH<RXPD\DOVRFDOOWKH
7UHDVXU\2IIVHW3URJUDP&DOO&HQWHUDWLI\RXKDYHDGGLWLRQDOTXHVWLRQV
,I<RX2ZH7D[
,I\RXUUHWXUQKDVDEDODQFHGXH\RXPXVWSD\WKHDPRXQW\RXRZHE\WKHSUHVFULEHGGXHGDWH,I\RXSDLGE\HOHFWURQLF
IXQGVZLWKGUDZDO GLUHFWGHELW RUE\FUHGLWFDUGQRYRXFKHULVQHHGHG7KHFUHGLWFDUGVHUYLFHSURYLGHUVZLOOFKDUJHD
FRQYHQLHQFHIHHEDVHGRQWKHDPRXQWRIWD[HV\RXDUHSD\LQJ7KHIHHVDQGWKHW\SHRIFUHGLWRUGHELWFDUGVDFFHSWHG
PD\YDU\EHWZHHQSURYLGHUV<RXZLOOEHWROGWKHDPRXQWRIWKHIHHGXULQJWKHWUDQVDFWLRQDQG\RXZLOOEHJLYHQWKHRSWLRQ
WRHLWKHUFRQWLQXHRUHQGWKHWUDQVDFWLRQ)RULQIRUPDWLRQRQSD\LQJ\RXUWD[HVHOHFWURQLFDOO\LQFOXGLQJE\FUHGLWRUGHELW
FDUGJRWRwww.irs.gov/e-pay
,I\RXDUHQRWSD\LQJHOHFWURQLFDOO\\RXPD\XVH)RUP93D\PHQW9RXFKHUZKLFK\RXFDQREWDLQIURP\RXU
(OHFWURQLF5HWXUQ2ULJLQDWRU,IWKH,56GRHVQRWUHFHLYH\RXUSD\PHQWE\WKHSUHVFULEHGGXHGDWH\RXZLOOUHFHLYHD
QRWLFHWKDWUHTXHVWVIXOOSD\PHQWRIWKHWD[GXHSOXVSHQDOWLHVDQGLQWHUHVW,I\RXFDQQRWSD\WKHDPRXQWLQIXOOFRPSOHWH
)RUP,QVWDOOPHQW$JUHHPHQW5HTXHVWZKLFK\RXPD\ILOHHOHFWURQLFDOO\7RDSSO\IRUDQLQVWDOOPHQWDJUHHPHQW
RQOLQHJRWRwww.irs.gov<RXPD\DOVRRUGHU)RUPE\FDOOLQJ7$;)250 ,IDSSURYHGWKH
,56FKDUJHVDXVHUIHHWRVHWXSDQLQVWDOOPHQWDJUHHPHQW
,I<RX1HHGWR,QTXLUH$ERXW<RXU(OHFWURQLF)XQGV:LWKGUDZDO3D\PHQW
<RXPD\FDOOWRLQTXLUHDERXWWKHVWDWXVRI\RXUHOHFWURQLFIXQGVZLWKGUDZDOSD\PHQW,IWKHUHLVDFKDQJH
WRWKHEDQNDFFRXQWLQIRUPDWLRQLQFOXGHGRQ\RXUUHWXUQ\RXVKRXOGFDOOWKLVQXPEHUWRFDQFHODVFKHGXOHGSD\PHQW<RX
VKRXOGKDYHDYDLODEOHWKHVRFLDOVHFXULW\QXPEHURIWKHILUVWSHUVRQOLVWHGRQWKHWD[UHWXUQWKHSD\PHQWDPRXQWDQGWKH
EDQNDFFRXQWQXPEHU&DQFHOODWLRQUHTXHVWVPXVWEHUHFHLYHGQRODWHUWKDQSP(7WZREXVLQHVVGD\VSULRUWR
WKHVFKHGXOHGSD\PHQWGDWH
7D[5HIXQG5HODWHG)LQDQFLDO3URGXFWV
)LQDQFLDOLQVWLWXWLRQVRIIHUDYDULHW\RIILQDQFLDOSURGXFWVWRWD[SD\HUVEDVHGRQWKHLUUHIXQGV&RQWUDFWVIRUILQDQFLDO
SURGXFWVDUHEHWZHHQ\RXDQGWKHILQDQFLDOLQVWLWXWLRQ7KH,56LVQRWDVVRFLDWHGZLWKWKHFRQWUDFW,I\RXKDYHTXHVWLRQV
DERXWWD[UHIXQGUHODWHGSURGXFWVFRQWDFW\RXU(OHFWURQLF5HWXUQ2ULJLQDWRURUWKHOHQGHU
,QVWUXFWLRQVIRU(OHFWURQLF5HWXUQ2ULJLQDWRUV
/LQH3,13UHVHQFH,QGLFDWRU&KHFNER[LIWKHWD[SD\HUHQWHUHGD3,1RUDXWKRUL]HGWKH(52WRHQWHURUJHQHUDWH
WKH3,1IRUWKHWD[SD\HUDQGWKH$FNQRZOHGJHPHQW)LOH3,13UHVHQFH,QGLFDWRULVD3UDFWLWLRQHU3,16HOI6HOHFW3,1
RU2QOLQH)LOHU3,1)RUP,56 e-file 6LJQDWXUH$XWKRUL]DWLRQLVUHTXLUHGLIWKH(52HQWHUVRUJHQHUDWHVWKH3,1RU
LIWKH3UDFWLWLRQHU3,1PHWKRGLVXVHG8VH)RUP86,QGLYLGXDO,QFRPH7D[7UDQVPLWWDOIRUDQ,56e-file
5HWXUQWRVHQGUHTXLUHGSDSHUIRUPVRUVXSSRUWLQJGRFXPHQWDWLRQOLVWHGQH[WWRWKHIRUPFKHFNER[HV GRQRW
VHQG)RUPV::*RU5
/LQH([FHSWLRQ3URFHVVLQJ&KHFNER[LIWKH$FNQRZOHGJHPHQW)LOH$FFHSWDQFH&RGHHTXDOV([FHSWLRQ7KH
DFFHSWDQFH FRGHLQGLFDWHVWKDWWKLVUHWXUQKDVEHHQSUHYLRXVO\UHMHFWHGDQGWKLVVXEVHTXHQWVXEPLVVLRQVWLOOKDVLQYDOLG
GDWD
/LQH3D\PHQW$FNQRZOHGJHPHQW/LWHUDO&KHFNER[LIWKHWD[SD\HUUHTXHVWHGWRXVHHOHFWURQLFIXQGVZLWKGUDZDOWR
SD\WKHEDODQFHGXHDQGWKH$FNQRZOHGJHPHQW)LOH3D\PHQW$FNQRZOHGJHPHQW/LWHUDOILHOGHTXDOV3D\PHQW5HTXHVW
5HFHLYHG
/LQH3D\PHQW$FNQRZOHGJHPHQW/LWHUDO&KHFNER[LIWKHWD[SD\HUUHTXHVWHGWRXVHHOHFWURQLFIXQGVZLWKGUDZDOWR
SD\WKHEDODQFHGXHDQGWKH$FNQRZOHGJHPHQW)LOH3D\PHQW$FNQRZOHGJHPHQW/LWHUDOILHOGGRHVQRWHTXDO3D\PHQW
5HTXHVW5HFHLYHG,IER[LVFKHFNHGLQIRUPWKHWD[SD\HUWKDWKHVKHPXVWSD\E\FKHFNPRQH\RUGHUGHELWFDUGRU
FUHGLWFDUG
1RWH (52VFDQXVHWKH$FNQRZOHGJHPHQW)LOHLQIRUPDWLRQWUDQVODWHGE\WKHWUDQVPLWWHUWRFRPSOHWH)RUP
1 If you are a qualified farmer or rancher, enter any QCCs subject to the limit based on 100%
of adjusted gross income (AGI) 0
2 Enter any QCCs not entered on line 1 0
Enter your other charitable contributions made during the year.
3 Enter cash contributions that you elect to treat as qualified contributions plus cash
contributions payable for relief efforts in 2018 or 2019 qualified disaster areas that you
elected to treat as qualified contributions 0
4 Enter your contributions of capital gain property "for the use of" any qualified organization 0
5 Enter your other contributions "for the use of" any qualified organization. Don't include
any contributions you entered on a previous line 0
6 Enter your contributions of capital gain property to qualified organizations that aren't 50%
limit organizations. Don't include any contributions you entered on a previous line 0
7 Enter your other contributions to qualified organizations that aren't 50% limit
organizations. Don't include any contributions you entered on a previous line 0
8 Enter your contributions of capital gain property to 50% limit organizations deducted at fair
market value. Don't include any contributions you entered on a previous line 0
9 Enter your noncash contributions to 50% limit organizations other than capital gain
property you deducted at fair market value. Be sure to include contributions of capital gain
property to 50% limit organizations if you reduced the property's fair market value. Don't
include any contributions you entered on a previous line 0
10 Enter your cash contributions to 50% limit organizations. Don't include any contributions
you entered on a previous line 23080
Figure your deduction for the current year and prior year (if any result is zero or less, enter -0-)
Year Contributions subject to 60% Subtract (until allowed Deductible amount Carryover. Subtract
deduction) from line 12 column (d) from
(a) (b) smallest of 60% of column (b)
(c) AGI, column b or
column c (e)
(d)
Current year Noncash contributions subject to the limit based on 50% of AGI
Year Contributions subject to 50% Subtract (until allowed Deductible amount Carryover. Subtract
deduction )from line 50% of column (d) from
(a) (b) AGI smallest of 50% of AGI column (b)
or column c
(c) (e)
(d)
Contributions (other than capital gain property) subject to limit based on 30% of AGI
Year Contributions subject to 30% Subtract (until allowed Deductible amount Carryover. Subtract
deduction) from line 22 column (d) from
(a) (b) smallest of column b, column (b)
(c) column c or line 11*.3
(e)
(d)
Year Contributions subject to 30% Subtract (until allowed Deductible amount Carryover. Subtract
(a) (b) deduction )from line 30 smallest of column b, column (d) from
(c) column c or line 11*.3 column (b)
(d) (e)
Contributions subject to the limit based on 20% of AGI
Year Contributions subject to Subtract (until allowed Subtract 43 from 40 for the first Deductible amount Carryover.
20% deduction)from 11*0.5 row. From the second row subtract
(a) col e from previous row column d smallest of column b, Subtract column
(b) (c) column c, column d,
(d) or line 41 ( e) from column b
(e)
(f)
Year Contributions subject to Subtract (until allowed deduction ) Deductible amount Carryover. Subtract
(a) QCCs 50% from line 11*.5 smallest of column b, column (d) from
(b) (c) column c or line 11*.5 column (b)
(d) (e)
QCCs subject to limit based on 100% of AGI
Year Contributions subject to Subtract (until allowed deduction ) Deductible amount Carryover. Subtract
(a) QCCs 100% from line 11 smallest of column b, column (d) from
(b) (c) column c or line 11 column (b)
(d) (e)
Year Contributions subject to Subtract (until allowed deduction ) Deductible amount Carryover. Subtract
(a) 100% from line 11 smallest of column b, column (d) from
(b) (c) column c or line 11 column (b)
(d) (e)
64 Add lines 59, line 61 and line 63d Enter the total here and include the
deductible amounts on Schedule A (Form 1040 or 1040-SR), line 11 or line 12,
whichever is appropriate. Also, enter the amount from line 64 on the dotted
line next to the line 11 entry space 33580
»ºË¹Ê¿ÅÄÅÈÁɾ»»ÊƳ¹¾»ºË»ʸƑ¿Ä»ʹʷ
»¼ÅÈ»ÏÅ˸»½¿ÄƓ %HVXUH\RXKDYHUHDGWKHWKHLQVWUXFWLRQVIRUWKLVOLQH<RXPD\QRWEHDEOHWRXVHWKLVZRUNVKHHW
)LJXUHDQ\ZULWHLQDGMXVWPHQWVWREHHQWHUHGRQ6FKHGXOHOLQH] VHHWKHLQVWUXFWLRQVIRU6FKHGXOH
OLQH]
,I\RXDUHPDUULHGILOLQJVHSDUDWHO\DQG\RXOLYHGDSDUWIURP\RXUVSRXVHIRUDOORIHQWHU³'´RQWKHGRWWHG
OLQHQH[WWR6FKHGXOHOLQH,I\RXGRQ¶W\RXPD\JHWDPDWKHUURUQRWLFHIURPWKH,56
<RXU,5$ 6SRXVH V,5$
D :HUH\RXFRYHUHGE\DUHWLUHPHQWSODQ VHH:HUH<RX&RYHUHGE\D
5HWLUHPHQW3ODQ " D <HV X 1R
E ,IPDUULHGILOLQJMRLQWO\ZDV\RXUVSRXVHFRYHUHGE\DUHWLUHPHQWSODQ" E <HV 1R
1H[W,I\RXFKHFNHG³1R´RQOLQHD DQG³1R´RQOLQHELIPDUULHGILOLQJ
MRLQWO\ VNLSOLQHVWKURXJKHQWHUWKHDSSOLFDEOHDPRXQWEHORZRQOLQHD
DQGOLQHELIDSSOLFDEOH DQGJRWROLQH
LIXQGHUDJHDWWKHHQGRI
LIDJHRUROGHUDWWKHHQGRI
2WKHUZLVHJRWROLQH
(QWHUWKHDPRXQWVKRZQEHORZWKDWDSSOLHVWR\RX
6LQJOHKHDGRIKRXVHKROGRUPDUULHGILOLQJVHSDUDWHO\DQG\RX
OLYHGDSDUWIURP\RXUVSRXVHIRUDOORIHQWHU
4XDOLI\LQJVXUYLYLQJVSRXVHHQWHU D E
0DUULHGILOLQJMRLQWO\HQWHULQERWKFROXPQV%XWLI\RXFKHFNHG
³1R´RQHLWKHUOLQHDRUEHQWHUIRUWKHSHUVRQZKRZDVQ W
FRYHUHGE\DSODQ
0DUULHGILOLQJVHSDUDWHO\DQG\RXOLYHGZLWK\RXUVSRXVHDWDQ\WLPHLQ
HQWHU
(QWHUWKHDPRXQWIURP)RUPRU65
OLQH
(QWHUWKHWRWDORIWKHDPRXQWVIURP6FKHGXOH
OLQHVWKURXJKDSOXVDQG
6XEWUDFWOLQHIURPOLQH,IPDUULHGILOLQJMRLQWO\HQWHUWKHUHVXOWLQERWK
FROXPQV D E
,VWKHDPRXQWRQOLQHOHVVWKDQWKHDPRXQWRQOLQH"
1R 1RQHRI\RXU,5$FRQWULEXWLRQVDUHGHGXFWLEOH)RUGHWDLOVRQ
STOP
QRQGHGXFWLEOH,5$FRQWULEXWLRQVVHH)RUP
<HV 6XEWUDFWOLQHIURPOLQHLQHDFKFROXPQ)ROORZWKHLQVWUXFWLRQ
EHORZWKDWDSSOLHVWR\RX
,IVLQJOHKHDGRIKRXVHKROGRUPDUULHGILOLQJVHSDUDWHO\
DQGWKHUHVXOWLVRUPRUHHQWHUWKHDSSOLFDEOH
DPRXQWEHORZRQOLQHIRUWKDWFROXPQDQGJRWROLQH
LLIXQGHUDJHDWWKHHQGRI
LLLIDJHRUROGHUDWWKHHQGRI
,IWKHUHVXOWLVOHVVWKDQJRWROLQH D E
,IPDUULHGILOLQJMRLQWO\RUTXDOLI\LQJVXUYLYLQJVSRXVH
DQGWKHUHVXOWLVRUPRUH RUPRUHLQWKH
FROXPQIRUWKH,5$RIDSHUVRQZKRZDVQ WFRYHUHGE\D
UHWLUHPHQWSODQ HQWHUWKHDSSOLFDEOHDPRXQWEHORZRQ
OLQHIRUWKDWFROXPQDQGJRWROLQH
LLIXQGHUDJHDWWKHHQGRI
LLLIDJHRUROGHUDWWKHHQGRI
2WKHUZLVHJRWROLQH
»ºË¹Ê¿ÅÄÅÈÁɾ»»ÊƳÅÄÊ¿ÄË»º
<RXU,5$ 6SRXVH V,5$
0XOWLSO\OLQHVDDQGEE\WKHSHUFHQWDJHEHORZWKDWDSSOLHVWR\RX,IWKH
UHVXOWLVQ WDPXOWLSOHRILQFUHDVHLWWRWKHQH[WPXOWLSOHRI IRU
H[DPSOHLQFUHDVHWR ,IWKHUHVXOWLVRUPRUHHQWHUWKH
UHVXOW%XWLILWLVOHVVWKDQHQWHU
6LQJOHKHDGRIKRXVHKROGRUPDUULHGILOLQJVHSDUDWHO\PXOWLSO\E\
RUE\ LQWKHFROXPQIRUWKH,5$RIDSHUVRQZKRLVDJH
RUROGHUDWWKHHQGRI
0DUULHGILOLQJMRLQWO\RUTXDOLI\LQJVXUYLYLQJVSRXVHPXOWLSO\E\ D 7000 E 0
RUE\ LQWKHFROXPQIRUWKH,5$RIDSHUVRQZKRLVDJH
RUROGHUDWWKHHQGRI %XWLI\RXFKHFNHG³1R´RQHLWKHUOLQHD
RUEWKHQLQWKHFROXPQIRUWKH,5$RIWKHSHUVRQZKRZDVQ WFRYHUHGE\D
UHWLUHPHQWSODQPXOWLSO\E\ RUE\ LIDJH
RUROGHUDWWKHHQGRI
(QWHUWKHWRWDORI\RXU DQG\RXUVSRXVH VLIILOLQJ
MRLQWO\
:DJHVVDODULHVWLSVHWF*HQHUDOO\WKLVLVWKH
DPRXQWUHSRUWHGLQER[RI)RUP:([FHSWLRQV 72000
DUHH[SODLQHGHDUOLHULQWKHVHLQVWUXFWLRQVIRUOLQH
$OLPRQ\DQGVHSDUDWHPDLQWHQDQFHSD\PHQWV
UHSRUWHGRQ6FKHGXOHOLQHD
1RQWD[DEOHFRPEDWSD\7KLVDPRXQWVKRXOGEH
UHSRUWHGLQER[RI)RUP:ZLWKFRGH4RU
UHSRUWHGRQ)RUPOLQHL
(QWHUWKHHDUQHGLQFRPH\RX DQG\RXUVSRXVHLI
ILOLQJMRLQWO\ UHFHLYHGDVDVHOIHPSOR\HGLQGLYLGXDO
RUDSDUWQHU*HQHUDOO\WKLVLV\RXU DQG\RXU
VSRXVH VLIILOLQJMRLQWO\ QHWHDUQLQJVIURP
VHOIHPSOR\PHQWLI\RXUSHUVRQDOVHUYLFHVZHUHD
PDWHULDOLQFRPHSURGXFLQJIDFWRUPLQXVDQ\
GHGXFWLRQVRQ6FKHGXOHOLQHVDQG,I]HURRU
OHVVHQWHU)RUPRUHGHWDLOVVHH3XE 0
$
$GGOLQHVDQG 72000
,IPDUULHGILOLQJMRLQWO\DQGOLQHLVOHVVWKDQ LI
!
CAUTION
RQHVSRXVHLVDJHRUROGHUDWWKHHQGRILIERWK
VSRXVHVDUHDJHRUROGHUDWWKHHQGRI VWRSKHUHDQGXVH
WKHZRUNVKHHWLQ3XE$WRILJXUH\RXU,5$GHGXFWLRQ
(QWHUWUDGLWLRQDO,5$FRQWULEXWLRQVPDGHRUWKDWZLOOEHPDGHE\WKHGXHGDWH
RI\RXUUHWXUQQRWFRXQWLQJH[WHQVLRQV $SULOIRUPRVWSHRSOH
IRUWR\RXU,5$RQOLQHDDQGWR\RXUVSRXVH V,5$RQOLQHE D 4000 E 0
2QOLQHDHQWHUWKHVPDOOHVWRIOLQHDRUD2QOLQHEHQWHUWKH
VPDOOHVWRIOLQHERUE7KLVLVWKHPRVW\RXFDQGHGXFW$GGWKH
DPRXQWVRQOLQHVDDQGEDQGHQWHUWKHWRWDORQ6FKHGXOHOLQH2ULI
\RXZDQW\RXFDQGHGXFWDVPDOOHUDPRXQWDQGWUHDWWKHUHVWDVD
QRQGHGXFWLEOHFRQWULEXWLRQ VHH)RUP D 4000 E 0
STATEMENT#1
TOTAL 18644
STMT #2
Note: We include cents when adding the amounts and round off only the total.
SCHEDULE A LINE 11 GIFTS TO CHARITY
DESCRIPTION AMOUNT LIMIT OF %AGI
SMITH CHARITY SPRING AND TONOPAH 20000 60