2016 Individual (Brading, Anthony H. & Amy N.) Government
2016 Individual (Brading, Anthony H. & Amy N.) Government
F
Submission Identification Number (SID) 6804072017187005sim6
Taxpayer’s name Social security number
I will enter my PIN as my signature on my tax year 2016 electronically filed income tax return. Check this box only if you are
entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.
Your signature a Date a
I will enter my PIN as my signature on my tax year 2016 electronically filed income tax return. Check this box only if you are
entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.
ERO’s EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN. 6 8 0 4 0 7
Don’t enter all zeros
I certify that the above numeric entry is my PIN, which is my signature for the tax year 2016 electronically filed income tax return for
the taxpayer(s) indicated above. I confirm that I am submitting this return in accordance with the requirements of the Practitioner PIN
method and Pub. 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.
ERO’s signature a Date a
1. Your federal income tax return for 2016 was filed electronically with the Fresno
Submission Processing Center. The electronic filing services were provided by MARION B. ILES CPA .
2. Your return was accepted on 07/06/2017 using a Personal Identification Number (PIN) as your electronic
signature. You entered a PIN or authorized the Electronic Return Originator (ERO) to enter or generate a PIN
for you. The Submission ID assigned to your return is 6804072017187005sim6 .
3. Your return was accepted on Allow 4 to 6 weeks for the processing of your return.
The Earned Income Credit or a dependent's exemption on your return may be reduced or disallowed due to a
child's name and social security number mismatch.
4. Your electronic funds withdrawal payment request was accepted for processing.
5. Your electronic funds withdrawal payment request was not accepted for processing. Refer to the "If You Owe
Tax" section.
6. Your Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return, was
accepted on . The Submission ID assigned to your extension
is .
Also, you can call the TeleTax line at 1-800-829-4477, for automated refund information. You should have available the
first social security number shown on your return, your filing status, and the exact amount of the refund you expect.
TeleTax gives you the date for mailing or depositing your refund. You should receive your refund check within 30 days of
the date given by TeleTax, or within one week of that date, if you chose direct deposit. If you do not receive it by then, or if
TeleTax does not give your refund information, call the Refund Hotline at 1-800-829-1954.
BAA REV 01/25/17 PRO Form 9325 (Rev. 1-2017)
The IRS uses refunds to cover overdue taxes and notifies you when this occurs. The Fiscal Service offsets refunds
through the Treasury Offset Program to cover past due child support, federal agency non-tax debts such as student loans
and state income tax obligations. Fiscal Service sends you an offset notice if it applies your refund or part of your refund
to non-tax debts. If you have questions about the offset, contact the agency identified in the notice. You may also call the
Treasury Offset Program Call Center at 1-800-304-3107, if you have additional questions.
If you are not paying electronically you may use Form 1040-V, Payment Voucher, which you can obtain from your
Electronic Return Originator. If the IRS does not receive your payment by the prescribed due date, you will receive a
notice that requests full payment of the tax due, plus penalties and interest. If you can not pay the amount in full, complete
Form 9465, Installment Agreement Request, which you may file electronically. To apply for an installment agreement
online, go to www.irs.gov. You may also order Form 9465 by calling 1-800-TAX-FORM (1-800-829-3676). If approved, the
IRS charges a user fee to set up an installment agreement.
Financial institutions offer a variety of financial products to taxpayers based on their refunds. Contracts for financial
products are between you and the financial institution. The IRS is not associated with the contract. If you have questions
about tax refund related products, contact your Electronic Return Originator or the lender.
You have requested direct deposit of your refund into your account.
You can generally expect your refund within 21 days. For the
latest information on the status of your refund go to www.irs.gov
and select the 'Where's My Refund?' link under Refunds.
Catalog Number 12901K BAA www.irs.gov REV 01/25/17 PRO Form 9325 (Rev. 1-2017)
Form
1040 Department of the Treasury—Internal Revenue Service
For the year Jan. 1–Dec. 31, 2016, or other tax year beginning , 2016, ending , 20 See separate instructions.
Your first name and initial Last name Your social security number
Exemptions 6a
b
Yourself. If someone can claim you as a dependent, do not check box 6a .
Spouse . . . . . . . . . . . . . . . . . . . .
.
.
.
.
.
.
.
.
} Boxes checked
on 6a and 6b
No. of children
2
c Dependents: (2) Dependent’s (3) Dependent’s (4) if child under age 17 on 6c who:
social security number relationship to you qualifying for child tax credit • lived with you 2
(1) First name Last name (see instructions) • did not live with
you due to divorce
HEATHER BRADING 602-57-1939 Daughter or separation
If more than four TRUE BRADING 602-57-1938 Son (see instructions)
dependents, see Dependents on 6c
instructions and not entered above
check here a Add numbers on
d Total number of exemptions claimed . . . . . . . . . . . . . . . . . lines above a 4
7 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . 7 106,114.
Income
8a Taxable interest. Attach Schedule B if required . . . . . . . . . . . . 8a 873.
b Tax-exempt interest. Do not include on line 8a . . . 8b
Attach Form(s)
W-2 here. Also
9a Ordinary dividends. Attach Schedule B if required . . . . . . . . . . . 9a 312.
attach Forms b Qualified dividends . . . . . . . . . . . 9b 312.
W-2G and 10 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . 10 0.
1099-R if tax 11 Alimony received . . . . . . . . . . . . . . . . . . . . . 11
was withheld.
12 Business income or (loss). Attach Schedule C or C-EZ . . . . . . . . . . 12 -7,236.
13 Capital gain or (loss). Attach Schedule D if required. If not required, check here a 13 22,022.
If you did not 14 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . 14
get a W-2,
see instructions. 15a IRA distributions . 15a b Taxable amount . . . 15b
16a Pensions and annuities 16a b Taxable amount . . . 16b
17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 17 0.
18 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . 18
19 Unemployment compensation . . . . . . . . . . . . . . . . . 19
20a Social security benefits 20a b Taxable amount . . . 20b
21 Other income. List type and amount 21
22 Combine the amounts in the far right column for lines 7 through 21. This is your total income a 22 122,085.
23 Educator expenses . . . . . . . . . . . 23
Adjusted 24 Certain business expenses of reservists, performing artists, and
Gross fee-basis government officials. Attach Form 2106 or 2106-EZ 24
Income 25 Health savings account deduction. Attach Form 8889 . 25
26 Moving expenses. Attach Form 3903 . . . . . . 26
27 Deductible part of self-employment tax. Attach Schedule SE . 27
28 Self-employed SEP, SIMPLE, and qualified plans . . 28
29 Self-employed health insurance deduction . . . . 29
30 Penalty on early withdrawal of savings . . . . . . 30
31a Alimony paid b Recipient’s SSN a 31a
32 IRA deduction . . . . . . . . . . . . . 32
33 Student loan interest deduction . . . . . . . . 33
34 Tuition and fees. Attach Form 8917 . . . . . . . 34
35 Domestic production activities deduction. Attach Form 8903 35
36 Add lines 23 through 35 . . . . . . . . . . . . . . . . . . . 36
37 Subtract line 36 from line 22. This is your adjusted gross income . . . . . a 37 122,085.
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. BAA REV 01/25/17 PRO Form 1040 (2016)
Form 1040 (2016) Page 2
38 Amount from line 37 (adjusted gross income) . . . . . . . . . . . . . . 38 122,085.
Tax and
Credits
39a Check
if:
{ You were born before January 2, 1952,
Spouse was born before January 2, 1952,
Blind.
Blind.
} Total boxes
checked a 39a
b If your spouse itemizes on a separate return or you were a dual-status alien, check here a 39b
Standard 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) . . 40 12,600.
Deduction 109,485.
for— 41 Subtract line 40 from line 38 . . . . . . . . . . . . . . . . . . . 41
• People who 42 Exemptions. If line 38 is $155,650 or less, multiply $4,050 by the number on line 6d. Otherwise, see instructions 42 16,200.
check any
box on line 43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- . . 43 93,285.
39a or 39b or 44 Tax (see instructions). Check if any from: a Form(s) 8814 b Form 4972 c 44 12,417.
who can be
claimed as a 45 Alternative minimum tax (see instructions). Attach Form 6251 . . . . . . . . . 45
dependent,
see 46 Excess advance premium tax credit repayment. Attach Form 8962 . . . . . . . . 46
instructions. 47 Add lines 44, 45, and 46 . . . . . . . . . . . . . . . . . . . a 47 12,417.
• All others:
48 Foreign tax credit. Attach Form 1116 if required . . . . 48
Single or
Married filing 49 Credit for child and dependent care expenses. Attach Form 2441 49 96.
separately,
$6,300 50 Education credits from Form 8863, line 19 . . . . . 50
Married filing 51 Retirement savings contributions credit. Attach Form 8880 51
jointly or
Qualifying 52 Child tax credit. Attach Schedule 8812, if required . . . 52
widow(er), 53 Residential energy credits. Attach Form 5695 . . . . 53
$12,600
Head of 54 Other credits from Form: a 3800 b 8801 c 54
household, 55 Add lines 48 through 54. These are your total credits . . . . . . . . . . . . 55 96.
$9,300
56 Subtract line 55 from line 47. If line 55 is more than line 47, enter -0- . . . . . . a 56 12,321.
57 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . 57
Other 58 Unreported social security and Medicare tax from Form: a 4137 b 8919 . . 58
59 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required . . 59
Taxes 60a Household employment taxes from Schedule H . . . . . . . . . . . . . . 60a
b First-time homebuyer credit repayment. Attach Form 5405 if required . . . . . . . . 60b
61 Health care: individual responsibility (see instructions) Full-year coverage . . . . . 61
62 Taxes from: a Form 8959 b Form 8960 c Instructions; enter code(s) 62
63 Add lines 56 through 62. This is your total tax . . . . . . . . . . . . . a 63 12,321.
Payments 64 Federal income tax withheld from Forms W-2 and 1099 . . 64 9,616.
65 2016 estimated tax payments and amount applied from 2015 return 65 6,783.
If you have a
66a Earned income credit (EIC) . . . . . . . . . . 66a
qualifying
child, attach b Nontaxable combat pay election 66b
Schedule EIC. 67 Additional child tax credit. Attach Schedule 8812 . . . . . 67
68 American opportunity credit from Form 8863, line 8 . . . 68
69 Net premium tax credit. Attach Form 8962 . . . . . . 69
70 Amount paid with request for extension to file . . . . . 70
71 Excess social security and tier 1 RRTA tax withheld 71 . . . .
72 Credit for federal tax on fuels. Attach Form 4136 72 . . . .
73 Credits from Form: a 2439 b Reserved c 8885 d 73
74 Add lines 64, 65, 66a, and 67 through 73. These are your total payments . . . . . a 74 16,399.
Refund 75 If line 74 is more than line 63, subtract line 63 from line 74. This is the amount you overpaid 75 4,078.
76a Amount of line 75 you want refunded to you. If Form 8888 is attached, check here . a 76a 4,078.
a bRouting number 1 2 1 0 4 2 8 8 2 a c Type: Checking Savings
Direct deposit?
See a dAccount number 9 1 4 2 2 6 7 9 6 3
instructions.
77 Amount of line 75 you want applied to your 2017 estimated tax a 77
Amount 78 Amount you owe. Subtract line 74 from line 63. For details on how to pay, see instructions a 78
You Owe 79 Estimated tax penalty (see instructions) . . . . . . . 79
Third Party Do you want to allow another person to discuss this return with the IRS (see instructions)? Yes. Complete below. No
Designee’s Phone Personal identification
Designee name a no. a number (PIN) a
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and
Sign accurately list all amounts and sources of income I received during the tax year. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here Your signature Date Your occupation Daytime phone number
F
Note: If you
received a Form
1099-INT, Form
1099-OID, or
substitute
statement from
a brokerage firm,
list the firm’s
name as the 2 Add the amounts on line 1 . . . . . . . . . . . . . . . . . . 2 873.
payer and enter
the total interest 3 Excludable interest on series EE and I U.S. savings bonds issued after 1989.
shown on that Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . 3
form. 4 Subtract line 3 from line 2. Enter the result here and on Form 1040A, or Form
1040, line 8a . . . . . . . . . . . . . . . . . . . . . . a 4 873.
Note: If line 4 is over $1,500, you must complete Part III. Amount
Part II 5 List name of payer a UPS-TB 156.
UPS-AB 156.
Ordinary
Dividends
(See instructions
on back and the
instructions for
Form 1040A, or
Form 1040, 5
line 9a.)
Note: If you
received a Form
1099-DIV or
substitute
statement from
a brokerage firm,
list the firm’s
name as the
payer and enter
the ordinary 6 Add the amounts on line 5. Enter the total here and on Form 1040A, or Form
dividends shown
on that form. 1040, line 9a . . . . . . . . . . . . . . . . . . . . . . a 6 312.
Note: If line 6 is over $1,500, you must complete Part III.
You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a
foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust. Yes No
Part III 7a At any time during 2016, did you have a financial interest in or signature authority over a financial
account (such as a bank account, securities account, or brokerage account) located in a foreign
Foreign country? See instructions . . . . . . . . . . . . . . . . . . . . . . . .
Accounts
If “Yes,” are you required to file FinCEN Form 114, Report of Foreign Bank and Financial
and Trusts Accounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114
(See and its instructions for filing requirements and exceptions to those requirements . . . . . .
instructions on b If you are required to file FinCEN Form 114, enter the name of the foreign country where the
back.)
financial account is located a UK U.K. (England, N Ireland, Scotland and Wales)
8 During 2016, did you receive a distribution from, or were you the grantor of, or transferor to, a
foreign trust? If “Yes,” you may have to file Form 3520. See instructions on back . . . . . .
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule B (Form 1040A or 1040) 2016
BAA REV 01/25/17 PRO
SCHEDULE C Profit or Loss From Business OMB No. 1545-0074
(Form 1040)
Department of the Treasury
a Information
(Sole Proprietorship)
about Schedule C and its separate instructions is at www.irs.gov/schedulec. 2016
Attachment
Internal Revenue Service (99) a Attach to Form 1040, 1040NR, or 1041; partnerships generally must file Form 1065. Sequence No. 09
Name of proprietor Social security number (SSN)
AMY N BRADING 560-53-6322
A Principal business or profession, including product or service (see instructions) B Enter code from instructions
SALES OF HEALTH CARE UNIFORMS a 4 2 4 3 0 0
C Business name. If no separate business name, leave blank. D Employer ID number (EIN), (see instr.)
WELLMADE UNIFORMS 4 6 5 1 2 6 0 5 4
E Business address (including suite or room no.) a 1050 PINE LANE
City, town or post office, state, and ZIP code LAFAYETTE, CA 94549
F Accounting method: (1) Cash (2) Accrual (3) Other (specify) a
G Did you “materially participate” in the operation of this business during 2016? If “No,” see instructions for limit on losses . Yes No
H If you started or acquired this business during 2016, check here . . . . . . . . . . . . . . . . . a
I Did you make any payments in 2016 that would require you to file Form(s) 1099? (see instructions) . . . . . . . . Yes No
J If "Yes," did you or will you file required Forms 1099? . . . . . . . . . . . . . . . . . . . . . Yes No
Part I Income
1 Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you on
Form W-2 and the “Statutory employee” box on that form was checked . . . . . . . . . a 1 169,069.
2 Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . 3 169,069.
4 Cost of goods sold (from line 42) . . . . . . . . . . . . . . . . . . . . . . 4 126,113.
5 Gross profit. Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . 5 42,956.
6 Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) . . . . 6
7 Gross income. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . a 7 42,956.
Part II Expenses. Enter expenses for business use of your home only on line 30.
8 Advertising . . . . . 8 2,849. 18 Office expense (see instructions) 18
9 Car and truck expenses (see 19 Pension and profit-sharing plans . 19
instructions) . . . . . 9 0. 20 Rent or lease (see instructions):
10 Commissions and fees . 10 a Vehicles, machinery, and equipment 20a
11 Contract labor (see instructions) 11 b Other business property . . . 20b
12 Depletion . . . . . 12 21 Repairs and maintenance . . . 21
13 Depreciation and section 179 22 Supplies (not included in Part III) . 22 1,710.
expense deduction (not
included in Part III) (see 23 Taxes and licenses . . . . . 23 2,307.
instructions) . . . . . 13 0. 24 Travel, meals, and entertainment:
14 Employee benefit programs a Travel . . . . . . . . . 24a 410.
(other than on line 19) . . 14 b Deductible meals and
15 Insurance (other than health) 15 1,740. entertainment (see instructions) . 24b 604.
16 Interest: 25 Utilities . . . . . . . . 25 672.
a Mortgage (paid to banks, etc.) 16a 26 Wages (less employment credits) . 26 28,846.
b Other . . . . . . 16b 1,057. 27a Other expenses (from line 48) . . 27a 9,432.
17 Legal and professional services 17 565. b Reserved for future use . . . 27b
28 Total expenses before expenses for business use of home. Add lines 8 through 27a . . . . . . a 28 50,192.
29 Tentative profit or (loss). Subtract line 28 from line 7 . . . . . . . . . . . . . . . . . 29 -7,236.
30 Expenses for business use of your home. Do not report these expenses elsewhere. Attach Form 8829
unless using the simplified method (see instructions).
Simplified method filers only: enter the total square footage of: (a) your home:
and (b) the part of your home used for business: . Use the Simplified
Method Worksheet in the instructions to figure the amount to enter on line 30 . . . . . . . . . 30
31 Net profit or (loss). Subtract line 30 from line 29.
• If a profit, enter on both Form 1040, line 12 (or Form 1040NR, line 13) and on Schedule SE, line 2.
(If you checked the box on line 1, see instructions). Estates and trusts, enter on Form 1041, line 3.
• If a loss, you must go to line 32.
} 31 -7,236.
}
32 If you have a loss, check the box that describes your investment in this activity (see instructions).
• If you checked 32a, enter the loss on both Form 1040, line 12, (or Form 1040NR, line 13) and
on Schedule SE, line 2. (If you checked the box on line 1, see the line 31 instructions). Estates and 32a All investment is at risk.
trusts, enter on Form 1041, line 3. 32b Some investment is not
at risk.
• If you checked 32b, you must attach Form 6198. Your loss may be limited.
For Paperwork Reduction Act Notice, see the separate instructions. BAA REV 01/25/17 PRO Schedule C (Form 1040) 2016
Schedule C (Form 1040) 2016 Page 2
Part III Cost of Goods Sold (see instructions)
33 Method(s) used to
value closing inventory: a Cost b Lower of cost or market c Other (attach explanation)
34 Was there any change in determining quantities, costs, or valuations between opening and closing inventory?
If “Yes,” attach explanation . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No
35 Inventory at beginning of year. If different from last year’s closing inventory, attach explanation . . . 35 51,885.
42 Cost of goods sold. Subtract line 41 from line 40. Enter the result here and on line 4 .
. . . . . 42 126,113.
Part IV Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9
and are not required to file Form 4562 for this business. See the instructions for line 13 to find out if you must
file Form 4562.
43 When did you place your vehicle in service for business purposes? (month, day, year) a
44 Of the total number of miles you drove your vehicle during 2016, enter the number of miles you used your vehicle for:
45 Was your vehicle available for personal use during off-duty hours? . . . . . . . . . . . . . . . Yes No
46 Do you (or your spouse) have another vehicle available for personal use?. . . . . . . . . . . . . . Yes No
AUTO EXPENSES 2.
CONVENTIONS 1,950.
See instructions for how to figure the amounts to enter on the (g) (h) Gain or (loss)
lines below. (d) (e) Adjustments Subtract column (e)
Proceeds Cost to gain or loss from from column (d) and
This form may be easier to complete if you round off cents to (sales price) (or other basis) Form(s) 8949, Part I, combine the result with
whole dollars. line 2, column (g) column (g)
4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824 . 4
5 Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from
Schedule(s) K-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover
Worksheet in the instructions . . . . . . . . . . . . . . . . . . . . . . . 6 ( )
7 Net short-term capital gain or (loss). Combine lines 1a through 6 in column (h). If you have any long-
term capital gains or losses, go to Part II below. Otherwise, go to Part III on the back . . . . . 7
Part II Long-Term Capital Gains and Losses—Assets Held More Than One Year
See instructions for how to figure the amounts to enter on the (g) (h) Gain or (loss)
lines below. (d) (e) Adjustments Subtract column (e)
Proceeds Cost to gain or loss from from column (d) and
This form may be easier to complete if you round off cents to (sales price) (or other basis) Form(s) 8949, Part II, combine the result with
whole dollars. line 2, column (g) column (g)
12 Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 12
• If line 16 is a gain, enter the amount from line 16 on Form 1040, line 13, or Form 1040NR, line
14. Then go to line 17 below.
• If line 16 is a loss, skip lines 17 through 20 below. Then go to line 21. Also be sure to complete
line 22.
• If line 16 is zero, skip lines 17 through 21 below and enter -0- on Form 1040, line 13, or Form
1040NR, line 14. Then go to line 22.
18 Enter the amount, if any, from line 7 of the 28% Rate Gain Worksheet in the instructions . . a 18
19 Enter the amount, if any, from line 18 of the Unrecaptured Section 1250 Gain Worksheet in the
instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . a 19
No. Complete the Schedule D Tax Worksheet in the instructions. Don't complete lines 21
and 22 below.
21 If line 16 is a loss, enter here and on Form 1040, line 13, or Form 1040NR, line 14, the smaller of:
Note: When figuring which amount is smaller, treat both amounts as positive numbers.
22 Do you have qualified dividends on Form 1040, line 9b, or Form 1040NR, line 10b?
Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions
for Form 1040, line 44 (or in the instructions for Form 1040NR, line 42).
2 Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract
negative amounts). Enter each total here and include on your
Schedule D, line 8b (if Box D above is checked), line 9 (if Box E
above is checked), or line 10 (if Box F above is checked) a 22,022. 0. 22,022.
Note: If you checked Box D above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an
adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment.
Form 8949 (2016)
A 0.
B
C
D
29a Totals
b Totals 0.
30 Add columns (g) and (j) of line 29a . . . . . . . . . . . . . . . . . . . . . 30
31 Add columns (f), (h), and (i) of line 29b . . . . . . . . . . . . . . . . . . . 31 ( 0. )
32 Total partnership and S corporation income or (loss). Combine lines 30 and 31. Enter the
result here and include in the total on line 41 below . . . . . . . . . . . . . . . 32 0.
Part III Income or Loss From Estates and Trusts
(b) Employer
33 (a) Name
identification number
A
B
Passive Income and Loss Nonpassive Income and Loss
(c) Passive deduction or loss allowed (d) Passive income (e) Deduction or loss (f) Other income from
(attach Form 8582 if required) from Schedule K-1 from Schedule K-1 Schedule K-1
A
B
34a Totals
b Totals
35 Add columns (d) and (f) of line 34a . . . . . . . . . . . . . . . . . . . . 35
36 Add columns (c) and (e) of line 34b . . . . . . . . . . . . . . . . . . . . 36 ( )
37 Total estate and trust income or (loss). Combine lines 35 and 36. Enter the result here and
include in the total on line 41 below . . . . . . . . . . . . . . . . . . . . 37
Part IV Income or Loss From Real Estate Mortgage Investment Conduits (REMICs)—Residual Holder
(b) Employer identification (c) Excess inclusion from (d) Taxable income (net loss) (e) Income from
38 (a) Name number Schedules Q, line 2c from Schedules Q, line 1b Schedules Q, line 3b
(see instructions)
39 Combine columns (d) and (e) only. Enter the result here and include in the total on line 41 below 39
Part V Summary
40 Net farm rental income or (loss) from Form 4835. Also, complete line 42 below . . . . . . 40
41 Total income or (loss). Combine lines 26, 32, 37, 39, and 40. Enter the result here and on Form 1040, line 17, or Form 1040NR, line 18 a 41 0.
42 Reconciliation of farming and fishing income. Enter your gross
farming and fishing income reported on Form 4835, line 7; Schedule K-1
(Form 1065), box 14, code B; Schedule K-1 (Form 1120S), box 17, code
V; and Schedule K-1 (Form 1041), box 14, code F (see instructions) . . 42
43 Reconciliation for real estate professionals. If you were a real estate
professional (see instructions), enter the net income or (loss) you reported
anywhere on Form 1040 or Form 1040NR from all rental real estate activities
in which you materially participated under the passive activity loss rules . . 43
REV 01/25/17 PRO Schedule E (Form 1040) 2016
Form 2441 Child and Dependent Care Expenses 1040
..........
1040A `
OMB No. 1545-0074
2016
..........
a Attach to Form 1040, Form 1040A, or Form 1040NR. 1040NR
Department of the Treasury a Information about Form 2441 and its separate instructions is at 2441 Attachment
Internal Revenue Service (99) www.irs.gov/form2441. Sequence No. 21
Name(s) shown on return Your social security number
3 Add the amounts in column (c) of line 2. Do not enter more than $3,000 for one qualifying
person or $6,000 for two or more persons. If you completed Part III, enter the amount
from line 31 . . . . . . . . . . . . . . . . . . . . . . . . . . 3 478.
4 Enter your earned income. See instructions . . . . . . . . . . . . . . . 4 64,418.
5 If married filing jointly, enter your spouse’s earned income (if you or your spouse was a
student or was disabled, see the instructions); all others, enter the amount from line 4 . 5 34,460.
6 Enter the smallest of line 3, 4, or 5 . . . . . . . . . . . . . . . . . . 6 478.
7 Enter the amount from Form 1040, line 38; Form
1040A, line 22; or Form 1040NR, line 37 . . . . . 7 122,085.
8 Enter on line 8 the decimal amount shown below that applies to the amount on line 7
If line 7 is: If line 7 is:
But not Decimal But not Decimal
Over over amount is Over over amount is
$0—15,000 .35 $29,000—31,000 .27
15,000—17,000 .34 31,000—33,000 .26
17,000—19,000 .33 33,000—35,000 .25 8 X .20
19,000—21,000 .32 35,000—37,000 .24
21,000—23,000 .31 37,000—39,000 .23
23,000—25,000 .30 39,000—41,000 .22
25,000—27,000 .29 41,000—43,000 .21
27,000—29,000 .28 43,000—No limit .20
9 Multiply line 6 by the decimal amount on line 8. If you paid 2015 expenses in 2016, see
the instructions . . . . . . . . . . . . . . . . . . . . . . . . . 9 96.
10 Tax liability limit. Enter the amount from the Credit
Limit Worksheet in the instructions. . . . . . . 10 12,417.
11 Credit for child and dependent care expenses. Enter the smaller of line 9 or line 10
here and on Form 1040, line 49; Form 1040A, line 31; or Form 1040NR, line 47 . . . . 11 96.
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 01/25/17 PRO Form 2441 (2016)
Form 8582 Passive Activity Loss Limitations
a See separate instructions.
OMB No. 1545-1008
2016
a Attachto Form 1040 or Form 1041.
Department of the Treasury Attachment
Internal Revenue Service (99) a Information about Form 8582 and its instructions is available at www.irs.gov/form8582. Sequence No. 88
Name(s) shown on return Identifying number
ANTHONY H & AMY N BRADING 626-84-4682
Part I 2016 Passive Activity Loss
Caution: Complete Worksheets 1, 2, and 3 before completing Part I.
Rental Real Estate Activities With Active Participation (For the definition of active participation, see
Special Allowance for Rental Real Estate Activities in the instructions.)
1a Activities with net income (enter the amount from Worksheet 1,
column (a)) . . . . . . . . . . . . . . . . . . 1a
b Activities with net loss (enter the amount from Worksheet 1, column
(b)) . . . . . . . . . . . . . . . . . . . . . 1b ( )
c Prior years unallowed losses (enter the amount from Worksheet 1,
column (c)) . . . . . . . . . . . . . . . . . . 1c ( )
d Combine lines 1a, 1b, and 1c . . . . . . . . . . . . . . . . . . . . . . 1d
Commercial Revitalization Deductions From Rental Real Estate Activities
2a Commercial revitalization deductions from Worksheet 2, column (a) . 2a ( )
b Prior year unallowed commercial revitalization deductions from
Worksheet 2, column (b) . . . . . . . . . . . . . . 2b ( )
c Add lines 2a and 2b . . . . . . . . . . . . . . . . . . . . . . . . . 2c ( )
All Other Passive Activities
3a Activities with net income (enter the amount from Worksheet 3,
column (a)) . . . . . . . . . . . . . . . . . . 3a 0.
b Activities with net loss (enter the amount from Worksheet 3, column
(b)) . . . . . . . . . . . . . . . . . . . . . 3b ( 4. )
c Prior years unallowed losses (enter the amount from Worksheet 3,
column (c)) . . . . . . . . . . . . . . . . . . 3c ( 8. )
d Combine lines 3a, 3b, and 3c . . . . . . . . . . . . . . . . . . . . . . 3d -12.
4 Combine lines 1d, 2c, and 3d. If this line is zero or more, stop here and include this form with
your return; all losses are allowed, including any prior year unallowed losses entered on line 1c,
2b, or 3c. Report the losses on the forms and schedules normally used . . . . . . . . 4 -12.
If line 4 is a loss and: • Line 1d is a loss, go to Part II.
• Line 2c is a loss (and line 1d is zero or more), skip Part II and go to Part III.
• Line 3d is a loss (and lines 1d and 2c are zero or more), skip Parts II and III and go to line 15.
Caution: If your filing status is married filing separately and you lived with your spouse at any time during the year, do not complete
Part II or Part III. Instead, go to line 15.
Part II Special Allowance for Rental Real Estate Activities With Active Participation
Note: Enter all numbers in Part II as positive amounts. See instructions for an example.
5 Enter the smaller of the loss on line 1d or the loss on line 4 . . . . . . . . . . . . 5
6 Enter $150,000. If married filing separately, see instructions . . 6
7 Enter modified adjusted gross income, but not less than zero (see instructions) 7
Note: If line 7 is greater than or equal to line 6, skip lines 8 and 9,
enter -0- on line 10. Otherwise, go to line 8.
8 Subtract line 7 from line 6 . . . . . . . . . . . . . 8
9 Multiply line 8 by 50% (0.5). Do not enter more than $25,000. If married filing separately, see instructions 9
10 Enter the smaller of line 5 or line 9 . . . . . . . . . . . . . . . . . . . . 10 0.
If line 2c is a loss, go to Part III. Otherwise, go to line 15.
Part III Special Allowance for Commercial Revitalization Deductions From Rental Real Estate Activities
Note: Enter all numbers in Part III as positive amounts. See the example for Part II in the instructions.
11 Enter $25,000 reduced by the amount, if any, on line 10. If married filing separately, see instructions 11
12 Enter the loss from line 4 . . . . . . . . . . . . . . . . . . . . . . . . 12
13 Reduce line 12 by the amount on line 10 . . . . . . . . . . . . . . . . . . 13
14 Enter the smallest of line 2c (treated as a positive amount), line 11, or line 13 . . . . . . 14
Part IV Total Losses Allowed
15 Add the income, if any, on lines 1a and 3a and enter the total . . . . . . . . . . . . 15 0.
16 Total losses allowed from all passive activities for 2016. Add lines 10, 14, and 15. See
instructions to find out how to report the losses on your tax return . . . . . . . . . . . 16 0.
For Paperwork Reduction Act Notice, see instructions. BAA REV 01/25/17 PRO Form 8582 (2016)
Form 8582 (2016) Page 2
Caution: The worksheets must be filed with your tax return. Keep a copy for your records.
Worksheet 1—For Form 8582, Lines 1a, 1b, and 1c (See instructions.)
Current year Prior years Overall gain or loss
Name of activity
(a) Net income (b) Net loss (c) Unallowed
(d) Gain (e) Loss
(line 1a) (line 1b) loss (line 1c)
Total . . . . . . . . . . . . . . . . . a 1.00
Worksheet 5—Allocation of Unallowed Losses (See instructions.)
Form or schedule
and line number
Name of activity (a) Loss (b) Ratio (c) Unallowed loss
to be reported on
(see instructions)
HI Q LLC E Ln 28A 12. 1.00000000 12.
Total . . . . . . . . . . . . . . .
12. . . . .
12. a 0.
Worksheet 7—Activities With Losses Reported on Two or More Forms or Schedules (See instructions.)
Name of activity: (d) Unallowed
(a) (b) (c) Ratio (e) Allowed loss
loss
Form or schedule and line number
to be reported on (see
instructions):
1a Net loss plus prior year unallowed
loss from form or schedule . a
b Net income from form or
schedule . . . . . . . a
Total . . . . . . . . . . . . . . . . . . a 1.00
REV 01/25/17 PRO Form 8582 (2016)
8938 Statement of Specified Foreign Financial Assets OMB No. 1545-2195
2016
Form
a Information about Form 8938 and its separate instructions is at www.irs.gov/form8938.
a Attach to your tax return.
Department of the Treasury Attachment
Internal Revenue Service For calendar year 20 16 or tax year beginning , 20 and ending , 20 Sequence No. 175
If you have attached continuation statements, check here Number of continuation statements 5
Part V Detailed Information for Each Foreign Deposit and Custodial Account Included in the Part I Summary
(see instructions)
If you have more than one account to report in Part V, attach a continuation statement for each additional account (see instructions).
1 Type of account Deposit Custodial 2 Account number or other designation
51203610799
3 Check all that apply a Account opened during tax year b Account closed during tax year
c Account jointly owned with spouse d No tax item reported in Part III with respect to this asset
4 Maximum value of account during tax year . . . . . . . . . . . . . . . . . . . . . $ 260.
5 Did you use a foreign currency exchange rate to convert the value of the account into U.S. dollars? . . Yes No
6 If you answered “Yes” to line 5, complete all that apply.
(a) Foreign currency in which (b) Foreign currency exchange rate used to (c) Source of exchange rate used if not from U.S.
account is maintained convert to U.S. dollars Treasury Department's Bureau of the Fiscal Service
POUND STERLING .8150
For Paperwork Reduction Act Notice, see the separate instructions. Form 8938 (2016)
BAA REV 01/25/17 PRO
Form 8938 (2016) Page 2
Part V Detailed Information for Each Foreign Deposit and Custodial Account Included in the Part I Summary
(see instructions) (continued)
7a Name of financial institution in which account is maintained b Global Intermediary Identification Number (GIIN) (Optional)
SCOTTISH WIDOWS BANK
8 Mailing address of financial institution in which account is maintained. Number, street, and room or suite no.
67 MORRISON STREET
9 City or town, state or province, and country (including postal code)
EDINBURGH UK EH3 8YJ
Part VI Detailed Information for Each “Other Foreign Asset” Included in the Part II Summary (see instructions)
If you have more than one asset to report in Part VI, attach a continuation statement for each additional asset (see instructions).
1 Description of asset 2 Identifying number or other designation
LIFE INSURANCE M561J054
3 Complete all that apply. See instructions for reporting of multiple acquisition or disposition dates.
a Date asset acquired during tax year, if applicable . . . . . . . . . . . . . . . . . .
b Date asset disposed of during tax year, if applicable . . . . . . . . . . . . . . . . .
c Check if asset jointly owned with spouse d Check if no tax item reported in Part III with respect to this asset
4 Maximum value of asset during tax year (check box that applies)
a $0 - $50,000 b $50,001 - $100,000 c $100,001 - $150,000 d $150,001 - $200,000
e If more than $200,000, list value . . . . . . . . . . . . . . . . . . . . . . . . $
5 Did you use a foreign currency exchange rate to convert the value of the asset into U.S. dollars? . . . Yes No
6 If you answered “Yes” to line 5, complete all that apply.
(a) Foreign currency in which asset (b) Foreign currency exchange rate used to (c) Source of exchange rate used if not from U.S.
is denominated convert to U.S. dollars Treasury Department's Bureau of the Fiscal Service
POUND STERLING .8150
7 If asset reported on line 1 is stock of a foreign entity or an interest in a foreign entity, enter the following information for the asset.
a Name of foreign entity b GIIN (Optional)
c Type of foreign entity (1) Partnership (2) Corporation (3) Trust (4) Estate
d Mailing address of foreign entity. Number, street, and room or suite no.
8 If asset reported on line 1 is not stock of a foreign entity or an interest in a foreign entity, enter the following information for the
asset.
Note: If this asset has more than one issuer or counterparty, attach a continuation statement with the same information for
each additional issuer or counterparty (see instructions).
a Name of issuer or counterparty PRUDENTIAL
Check if information is for Issuer Counterparty
(Continuation Statement)
Name(s) shown on return TIN
(Continuation Statement)
Name(s) shown on return TIN
3 Complete all that apply. See instructions for reporting of multiple acquisition or disposition dates.
a Date asset acquired during tax year, if applicable . . . . . . . . . . . . . . . . . .
b Date asset disposed of during tax year, if applicable . . . . . . . . . . . . . . . . .
c Check if asset jointly owned with spouse d Check if no tax item reported in Part III with respect to this asset
4 Maximum value of asset during tax year (check box that applies)
a $0 - $50,000 b $50,001 - $100,000 c $100,001 - $150,000 d $150,001 - $200,000
e If more than $200,000, list value . . . . . . . . . . . . . . . . . . . . . . . . $
5 Did you use a foreign currency exchange rate to convert the value of the asset into U.S. dollars? . . . Yes No
6 If you answered “Yes” to line 5, complete all that apply.
(a) Foreign currency in which asset (b) Foreign currency exchange rate used to (c) Source of exchange rate used if not from U.S.
is denominated convert to U.S. dollars Treasury Department's Bureau of the Fiscal Service
7 If asset reported on line 1 is stock of a foreign entity or an interest in a foreign entity, enter the following information for the asset.
a Name of foreign entity b GIIN (Optional)
c Type of foreign entity (1) Partnership (2) Corporation (3) Trust (4) Estate
d Mailing address of foreign entity. Number, street, and room or suite no.
8 If asset reported on line 1 is not stock of a foreign entity or an interest in a foreign entity, enter the following information for the
asset.
a Name of issuer or counterparty
Check if information is for Issuer Counterparty
(Continuation Statement)
Name(s) shown on return TIN
3 Complete all that apply. See instructions for reporting of multiple acquisition or disposition dates.
a Date asset acquired during tax year, if applicable . . . . . . . . . . . . . . . . . .
b Date asset disposed of during tax year, if applicable . . . . . . . . . . . . . . . . .
c Check if asset jointly owned with spouse d Check if no tax item reported in Part III with respect to this asset
4 Maximum value of asset during tax year (check box that applies)
a $0 - $50,000 b $50,001 - $100,000 c $100,001 - $150,000 d $150,001 - $200,000
e If more than $200,000, list value . . . . . . . . . . . . . . . . . . . . . . . . $
5 Did you use a foreign currency exchange rate to convert the value of the asset into U.S. dollars? . . . Yes No
6 If you answered “Yes” to line 5, complete all that apply.
(a) Foreign currency in which asset (b) Foreign currency exchange rate used to (c) Source of exchange rate used if not from U.S.
is denominated convert to U.S. dollars Treasury Department's Bureau of the Fiscal Service
7 If asset reported on line 1 is stock of a foreign entity or an interest in a foreign entity, enter the following information for the asset.
a Name of foreign entity b GIIN (Optional)
c Type of foreign entity (1) Partnership (2) Corporation (3) Trust (4) Estate
d Mailing address of foreign entity. Number, street, and room or suite no.
8 If asset reported on line 1 is not stock of a foreign entity or an interest in a foreign entity, enter the following information for the
asset.
a Name of issuer or counterparty
Check if information is for Issuer Counterparty
(Continuation Statement)
Name(s) shown on return TIN
3 Complete all that apply. See instructions for reporting of multiple acquisition or disposition dates.
a Date asset acquired during tax year, if applicable . . . . . . . . . . . . . . . . . .
b Date asset disposed of during tax year, if applicable . . . . . . . . . . . . . . . . .
c Check if asset jointly owned with spouse d Check if no tax item reported in Part III with respect to this asset
4 Maximum value of asset during tax year (check box that applies)
a $0 - $50,000 b $50,001 - $100,000 c $100,001 - $150,000 d $150,001 - $200,000
e If more than $200,000, list value . . . . . . . . . . . . . . . . . . . . . . . . $
5 Did you use a foreign currency exchange rate to convert the value of the asset into U.S. dollars? . . . Yes No
6 If you answered “Yes” to line 5, complete all that apply.
(a) Foreign currency in which asset (b) Foreign currency exchange rate used to (c) Source of exchange rate used if not from U.S.
is denominated convert to U.S. dollars Treasury Department's Bureau of the Fiscal Service
7 If asset reported on line 1 is stock of a foreign entity or an interest in a foreign entity, enter the following information for the asset.
a Name of foreign entity b GIIN (Optional)
c Type of foreign entity (1) Partnership (2) Corporation (3) Trust (4) Estate
d Mailing address of foreign entity. Number, street, and room or suite no.
8 If asset reported on line 1 is not stock of a foreign entity or an interest in a foreign entity, enter the following information for the
asset.
a Name of issuer or counterparty
Check if information is for Issuer Counterparty
(Continuation Statement)
Name(s) shown on return TIN
3 Complete all that apply. See instructions for reporting of multiple acquisition or disposition dates.
a Date asset acquired during tax year, if applicable . . . . . . . . . . . . . . . . . .
b Date asset disposed of during tax year, if applicable . . . . . . . . . . . . . . . . .
c Check if asset jointly owned with spouse d Check if no tax item reported in Part III with respect to this asset
4 Maximum value of asset during tax year (check box that applies)
a $0 - $50,000 b $50,001 - $100,000 c $100,001 - $150,000 d $150,001 - $200,000
e If more than $200,000, list value . . . . . . . . . . . . . . . . . . . . . . . . $
5 Did you use a foreign currency exchange rate to convert the value of the asset into U.S. dollars? . . . Yes No
6 If you answered “Yes” to line 5, complete all that apply.
(a) Foreign currency in which asset (b) Foreign currency exchange rate used to (c) Source of exchange rate used if not from U.S.
is denominated convert to U.S. dollars Treasury Department's Bureau of the Fiscal Service
7 If asset reported on line 1 is stock of a foreign entity or an interest in a foreign entity, enter the following information for the asset.
a Name of foreign entity b GIIN (Optional)
c Type of foreign entity (1) Partnership (2) Corporation (3) Trust (4) Estate
d Mailing address of foreign entity. Number, street, and room or suite no.
8 If asset reported on line 1 is not stock of a foreign entity or an interest in a foreign entity, enter the following information for the
asset.
a Name of issuer or counterparty
Check if information is for Issuer Counterparty
WHERE TO FILE: Using black or blue ink, make check or money order payable to the
“Franchise Tax Board.” Write the taxpayer’s social security number (SSN)
or individual taxpayer identification number (ITIN) and “2017 Form 540-ES”
on the check or money order. Detach the form below. Enclose, but do not
staple, payment with the form and mail to:
ONLINE SERVICES: Use Web Pay and enjoy the ease of our free online payment service.
Go to ftb.ca.gov for more information. You can schedule your payments
up to one year in advance.
Do not mail this form if you use Web Pay.
앻 DETACH HERE IF NO PAYMENT IS DUE, DO NOT MAIL THIS FORM DETACH HERE 야
CAUTION: You may be required to pay electronically. See instructions. File and Pay by April 18, 2017
TAXABLE YEAR CALIFORNIA FORM
For Privacy Notice, get FTB 1131 ENG/SP. 175 1201176 REV 01/25/17 PRO Form 540-ES 2016
Form at bottom of page.
Payment Form 2 – File and Pay by June 15, 2017. If amount of payment is zero, do not
mail this form.
When the due date falls on a weekend or holiday, the deadline to file and pay without penalty is
extended to the next business day.
WHERE TO FILE: Using black or blue ink, make check or money order payable to the
“Franchise Tax Board.” Write the taxpayer’s social security number (SSN)
or individual taxpayer identification number (ITIN) and “2017 Form 540-ES”
on the check or money order. Detach the form below. Enclose, but do not
staple, payment with the form and mail to:
ONLINE SERVICES: Use Web Pay and enjoy the ease of our free online payment service.
Go to ftb.ca.gov for more information. You can schedule your payments
up to one year in advance.
Do not mail this form if you use Web Pay.
앻 DETACH HERE IF NO PAYMENT IS DUE, DO NOT MAIL THIS FORM DETACH HERE 야
CAUTION: You may be required to pay electronically. See instructions. File and Pay by June 15, 2017
TAXABLE YEAR CALIFORNIA FORM
For Privacy Notice, get FTB 1131 ENG/SP. 175 1201176 REV 01/25/17 PRO Form 540-ES 2016
Form at bottom of page.
Payment Form 4 – File and Pay by Jan. 16, 2018. If amount of payment is zero, do not
mail this form.
When the due date falls on a weekend or holiday, the deadline to file and pay without penalty is
extended to the next business day.
WHERE TO FILE: Using black or blue ink, make check or money order payable to the
“Franchise Tax Board.” Write the taxpayer’s social security number (SSN)
or individual taxpayer identification number (ITIN) and “2017 Form 540-ES”
on the check or money order. Detach the form below. Enclose, but do not
staple, payment with the form and mail to:
ONLINE SERVICES: Use Web Pay and enjoy the ease of our free online payment service.
Go to ftb.ca.gov for more information. You can schedule your payments
up to one year in advance.
Do not mail this form if you use Web Pay.
앻 DETACH HERE IF NO PAYMENT IS DUE, DO NOT MAIL THIS FORM DETACH HERE 야
CAUTION: You may be required to pay electronically. See instructions. File and Pay by Jan. 16, 2018
TAXABLE YEAR CALIFORNIA FORM
For Privacy Notice, get FTB 1131 ENG/SP. 175 1201176 REV 01/25/17 PRO Form 540-ES 2016
175
DO NOT MAIL THIS FORM TO THE FTB
TAXABLE YEAR FORM
Ƒ I will enter my PIN as my signature on my 2016 e-filed California individual income tax return. Check this box only if you are entering your own PIN and your
return is filed using the Practitioner PIN method. The ERO must complete Part III below.
Ƒ I will enter my PIN as my signature on my 2016 e-filed California individual income tax return. Check this box only if you are entering your own PIN
and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.
ERO’s EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN. 6 8 0 4 0 7
Do not enter all zeros
I certify that the above numeric entry is my PIN, which is my signature for the 2016 California individual income tax return for the taxpayer(s) indicated above. I
confirm that I am submitting this return in accordance with the requirements of the Practitioner PIN method and FTB Pub. 1345, 2016 e-file Handbook for Authorized
e-file Providers.
For Privacy Notice, get FTB 1131 ENG/SP. REV 01/25/17 PRO FTB 8879 C2 2016
Voucher at bottom of page.
DO NOT MAIL A PAPER COPY OF YOUR TAX RETURN WITH THE PAYMENT VOUCHER.
If amount of payment is zero, do not mail this voucher.
WHERE TO FILE: Using black or blue ink, make your check or money order payable
to the “Franchise Tax Board.” Write the taxpayer’s social security
number (SSN) or individual taxpayer identification number (ITIN)
and “2016 FTB 3582” on the check or money order. Detach the
voucher below. Enclose, but do not staple, payment with the
voucher and mail to:
FRANCHISE TAX BOARD
PO BOX 942867
SACRAMENTO CA 94267-0008
Make all checks or money orders payable in U.S. dollars and drawn against a
U.S. financial institution.
WHEN TO FILE: Calendar Year – File and pay by April 18, 2017.
When the due date falls on a weekend or holiday, the deadline to file and pay without
penalty is extended to the next business day.
Due to the federal Emancipation Day holiday observed on April 17, 2017, tax returns
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TAXABLE YEAR FORM
07-20-1964 06-17-1963
2 Married/RDP filing jointly. See inst. 5 Qualifying widow(er) with dependent child. Enter year spouse/RDP died
Filing
3 Married/RDP filing separately. Enter spouse’s/RDP’s SSN or ITIN above and full name here
If your California filing status is different from your federal filing status, check the box here . . . . . . . . . . . . . .
6 If someone can claim you (or your spouse/RDP) as a dependent, check the box here. See inst . . . . . . . 쐌 6
왘 For line 7, line 8, line 9, and line 10: Multiply the amount you enter in the box by the pre-printed dollar amount for that line. Whole dollars only
7 Personal: If you checked box 1, 3, or 4 above, enter 1 in the box. If you checked
box 2 or 5, enter 2, in the box. If you checked the box on line 6, see instructions . . 쐌 7 2 X $111 = 쐌 $ 222
8 Blind: If you (or your spouse/RDP) are visually impaired, enter 1;
if both are visually impaired, enter 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 쐌 8 X $111 = 쐌 $
9 Senior: If you (or your spouse/RDP) are 65 or older, enter 1;
if both are 65 or older, enter 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 쐌 9 X $111 = 쐌 $
Exemptions
11 Exemption amount: Add line 7 through line 10. Transfer this amount to line 32. . . . . . . . . . . . . . . . . . . . . 쐌 11 $ 910
13 Enter federal adjusted gross income from Form 1040, line 37; 1040A, line 21; or 1040EZ, line 4 . . . . . . . . 쐌 13 122085 . 00
14 California adjustments – subtractions. Enter the amount from Schedule CA (540), line 37, column B . . . . 쐌 14 460 . 00
15 Subtract line 14 from line 13. If less than zero, enter the result in parentheses. See instructions . . . . . . . . 15 121625 . 00
Taxable Income
16 California adjustments – additions. Enter the amount from Schedule CA (540), line 37, column C . . . . . . . 쐌 16 . 00
17 California adjusted gross income. Combine line 15 and line 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 쐌 17 121625 . 00
{ {
18 Enter the Your California itemized deductions from Schedule CA (540), line 44; OR
larger of Your California standard deduction shown below for your filing status:
• Single or Married/RDP filing separately. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $4,129
• Married/RDP filing jointly, Head of household, or Qualifying widow(er) . . . . . . . $8,258
If Married/RDP filing separately or the box on line 6 is checked, STOP. See instructions . . . 쐌 18 8258 . 00
19 Subtract line 18 from line 17. This is your taxable income. If less than zero, enter -0- . . . . . . . . . . . . . . . 쐌 19 113367 . 00
31 Tax. Check the box if from: Tax Table Tax Rate Schedule
32 Exemption credits. Enter the amount from line 11. If your federal AGI is more than $182,459,
see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 쐌 32 910 . 00
Tax
33 Subtract line 32 from line 31. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 쐌 33 4480 . 00
34 Tax. See instructions. Check the box if from: 쐌 Schedule G-1 쐌 FTB 5870A . . . . . . . . . . . 쐌 34 . 00
35 Add line 33 and line 34 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 쐌 35 4480 . 00
92 Payments balance. If line 76 is more than line 91, subtract line 91 from line 76 . . . . . . . . . . . . . . . . . . . . . 쐌 92 3865 . 00
Overpaid Tax/Tax Due
93 Use Tax balance. If line 91 is more than line 76, subtract line 76 from line 91 . . . . . . . . . . . . . . . . . . . . . . 쐌 93 . 00
94 Overpaid tax. If line 92 is more than line 64, subtract line 64 from line 92 . . . . . . . . . . . . . . . . . . . . . . . . . 쐌 94 . 00
95 Amount of line 94 you want applied to your 2017 estimated tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 쐌 95 . 00
96 Overpaid tax available this year. Subtract line 95 from line 94 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 쐌 96 . 00
97 Tax due. If line 92 is less than line 64, subtract line 92 from line 64 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 쐌 97 615 . 00
Code Amount
State Children’s Trust Fund for the Prevention of Child Abuse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 쐌 430 . 00
111 AMOUNT YOU OWE. If you do not have an amount on line 96, add line 93, line 97, and line 110. See instructions. Do not send cash.
You Owe
Amount
. 00
Penalties
112 Interest, late return penalties, and late payment penalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
113 Underpayment of estimated tax. Check the box: 쐌 FTB 5805 attached 쐌 FTB 5805F attached 쐌 113 . 00
114 Total amount due. See instructions. Enclose, but do not staple, any payment . . . . . . . . . . . . . . . . . . . . . . . . . 114 615 . 00
115 REFUND OR NO AMOUNT DUE. Subtract the sum of line 110, line 112 and line 113 from line 96. See instructions.
Mail to: FRANCHISE TAX BOARD
PO BOX 942840
SACRAMENTO CA 94240-0001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 쐌 115 . 00
Fill in the information to authorize direct deposit of your refund into one or two accounts. Do not attach a voided check or a deposit slip. See instructions.
Refund and Direct Deposit
Have you verified the routing and account numbers? Use whole dollars only.
All or the following amount of my refund (line 115) is authorized for direct deposit into the account shown below:
쐌 Type
Savings
. 00
The remaining amount of my refund (line 115) is authorized for direct deposit into the account shown below:
쐌 Type
쐌 Routing number Checking 쐌 Account number 쐌 117 Direct deposit amount
Savings
. 00
IMPORTANT: See the instructions to find out if you should attach a copy of your complete federal tax return.
To learn about your privacy rights, how we may use your information, and the consequences for not providing the requested information, go to ftb.ca.gov and
search for privacy notice. To request this notice by mail, call 800.852.5711. Under penalties of perjury, I declare that I have examined this tax return, including
accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete.
Your signature Date Spouse’s/RDP’s signature (if a joint tax return, both must sign)
쐌 Your email address. Enter only one email address. 쐌 Preferred phone number
Sign ( )
Here Paid preparer’s signature (declaration of preparer is based on all information of which preparer has any knowledge)
It is unlawful
to forge a
spouse’s/RDP’s
signature.
Firm’s name (or yours, if self-employed) 쐌 PTIN
MARION B. ILES CPA
Joint tax return?
(See instructions)
Firm’s address 쐌 FEIN
2950 BUSKIRK AVENUE, SUITE 120 WALNUT CREEK CA 94597 9 4 2 8 0 1 6 7 7
Do you want to allow another person to discuss this tax return with us? See instructions. . . 쐌 Yes 쐌 No
Print Third Party Designee’s Name Telephone Number
A N T H O N Y H & A M Y N B R A D I N G 6 2 6 8 4 4 6 8 2
Part I Income Adjustment Schedule A Federal Amounts
(taxable amounts from
your federal tax return)
B Subtractions
See instructions C Additions
See instructions
Section A – Income
7 Wages, salaries, tips, etc. See instructions before making an entry in column B or C . . . . 7 쐌 106,114. 쐌 쐌
8 Taxable interest (b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8(a) 쐌 873. 쐌 460. 쐌
9 Ordinary dividends. See instructions. (b) 312. . . . . . . . . . . . . . 9(a) 쐌 312. 쐌 쐌
10 Taxable refunds, credits, offsets of state and local income taxes . . . . . . . . . . . . . . . . . . . 10 쐌 0. 쐌 0.
11 Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 쐌 쐌
12 Business income or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 쐌 -7,236. 쐌 쐌
13 Capital gain or (loss). See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 쐌 22,022. 쐌 쐌
14 Other gains or (losses) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 쐌 쐌 쐌
15 IRA distributions. See instructions. (a) . . . . . . . . . . . . . . . 15(b) 쐌 쐌 쐌
16 Pensions and annuities. See instructions. (a) . . . . . . . . . 16(b) 쐌 쐌 쐌
17 Rental real estate, royalties, partnerships, S corporations, trusts, etc . . . . . . . . . . . . . . . 17 쐌 0. 쐌 쐌
18 Farm income or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 쐌 쐌 쐌
19 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 쐌 쐌
20 Social security benefits (a) 쐌 . . . . . . . . . . . . . . . . . . . . . . . 20(b) 쐌 쐌
21 Other income. a 쐌 a
{
a California lottery winnings e NOL from FTB 3805D, 3805Z, b 쐌 b
b Disaster loss deduction from FTB 3805V 3806, 3807, or 3809 21 쐌 c c 쐌
c Federal NOL (Form 1040, line 21) f Other (describe): d 쐌 d
d NOL deduction from FTB 3805V 쐌 e 쐌 e
f 쐌 f 쐌
22 Total. Combine line 7 through line 21 in column A. Add line 7 through line 21f in
column B and column C. Go to Section B. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 쐌 122,085. 쐌 460. 쐌
36 Add line 23 through line 31a and line 32 through line 35 in columns A, B, and C.
See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 쐌 쐌 쐌
37 Total. Subtract line 36 from line 22 in columns A, B, and C. See instructions . . . . . . . . . 37 쐌 122,085. 쐌 460. 쐌
REV 01/25/17 PRO
For Privacy Notice, get FTB 1131 ENG/SP. 175 7731164 Schedule CA (540) 2016 Side 1
Part II Adjustments to Federal Itemized Deductions
38 Federal itemized deductions. Enter the amount from federal Schedule A (Form 1040), lines 4, 9, 15, 19, 20, 27, and 28 . . . . . . . 쐌 38 4,815.
39 Enter total of federal Schedule A (Form 1040), line 5 (State Disability Insurance, and state and local income tax, or
General Sales Tax) and line 8 (foreign income taxes only). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 쐌 39 4,625.
43 Is your federal AGI (Form 540, line 13) more than the amount shown below for your filing status?
Single or married/RDP filing separately . . . . . . . . . . . . . . . . . . . . . . . . . . . $182,459
Head of household . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $273,692
Married/RDP filing jointly or qualifying widow(er) . . . . . . . . . . . . . . . . . . . $364,923
No. Transfer the amount on line 42 to line 43.
Yes. Complete the Itemized Deductions Worksheet in the instructions for Schedule CA (540), line 43 . . . . . . . . . . . . . . . . . . . . . 쐌 43 190.
44 Enter the larger of the amount on line 43 or your standard deduction listed below
Single or married/RDP filing separately. See instructions. . . . . . . . . . . . . . . . $4,129
Married/RDP filing jointly, head of household, or qualifying widow(er) . . . . . $8,258
A N T H O N Y H & A M Y N B R A D I N G 6 2 6 8 4 4 6 8 2
Part I 2016 Passive Activity Loss
See the instructions for Worksheet 1 and Worksheet 3 for federal Form 8582 before completing Part I. Be sure to use California amounts.
Rental Real Estate Activities with Active Participation
2b Activities with net loss from Worksheet 2, column (b) . . . . . . . . . . . . . . . . . . . . . . 2b ( -4. ) 00
2c Prior year unallowed losses from Worksheet 2, column (c). . . . . . . . . . . . . . . . . . . 2c ( -8. ) 00
10 Add the income, if any, from line 1a and line 2a and enter the total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 0. 00
11 Total losses allowed from all passive activities for 2016. Add line 9 and line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 0. 00
See the instructions on Page 2 to find out how to report the losses on your tax return.
For Privacy Notice, get FTB 1131 ENG/SP. 175 7451164 REV 01/25/17 PRO FTB 3801 2016 Side 1
California Worksheets Attach Side 2 to your California tax return.
California Passive Activity Worksheet (See General Instructions for Step 1.)
Use this worksheet to figure California income (loss) from passive activities before application of passive activity loss (PAL) rules.
(a) (b) (c) (d) (e) (f)
Passive Activity Federal Schedule California Schedule Federal Amount California Adjustment California Amount
Enter a description of the Enter the name of the Enter the name of the Enter your current year Enter any adjustment Combine column (d) and
activity federal form or schedule on California form or schedule, federal net income (loss) resulting from differences in column (e)
which you reported the if any, used to calculate the before application of the federal and California law
activity California adjustment PAL rules
3 U.S. Taxpayer Identification Number 3 a TIN type 4 Foreign identification (Complete only if item 3 is not applicable) 5 Individual’s date of birth
MM/DD/YYYY
626-84-4682 X SSN/ITIN a Type: Passport Foreign TIN Other
If filer has no U.S. Identification
Number complete Item 4 EIN b Number c Country of Issue 07/20/1964
6 Last Name or Organization Name 7 First Name 8 Middle Initial 8 a Suffix
BRADING ANTHONY H
9 Mailing address (number, street, and apartment or suite number)
X No
14 b Does the filer have signature authority over but no financial interest in 25 or more financial accounts?
Yes Enter total number of accounts Complete Part IV, items 34 through 43 for each person on whose behalf the filer has signature authority.
X No
Part II Information on financial account(s) owned separately
15 Maximum value of account during calendar year 15 a Amount 16 Type of account a Bank b Securities c Other ' Enter type below
(See instructions under Monetary amounts, step 2) unknown
Signature 44a Check here X if this report is completed by a third party preparer and complete the third party preparer section.
44 Filer Signature 45 Filer Title, if not reporting a personal account 46 Date (MM/DD/YYYY)
The report will be electronically This date will auto-fill when the
signed when filed FBAR is electronically signed
47 Preparer’s last name 48 First name 49 MI 50 Check if 51 TIN 51a TIN type PTIN
Third Party 52 Contact phone no. 52a Ext 53 Firm’s name 54 Firm’s TIN 54a TIN type
X EIN
Preparer Foreign
Use Only (925) 284-2292 MARION B. ILES CPA 94-2801677
55 Mailing address (number, street, apartment or suite number) 56 City 57 State 58 ZIP/Postal Code 59 Country
626-84-4682
15 a Amount
15 Maximum value of account during calendar year
unknown 16 Type of account a Bank b X Securities c Other ' Enter type below
(See instructions under Monetary amounts, step 2)
20,828.
17 Name of financial institution in which account is held
HENLEY-ON-THAMES, OXFORDSHIRE RG9 1HH United Kingdom of Great Britain and Northern Ireland (the)
24 Number of joint owners for this account 25 Taxpayer Identification Number (TIN) of principal joint owner, if known. See instructions. 25a TIN type EIN
SSN/ITIN Foreign
1 UNKNOWN X
26 Last name or organization name of principal joint owner 27 First name of principal joint owner, if known 28 Middle initial, if known 28 a Suffix
BRADING HELEN M
29 Mailing address (number, street, apartment or suite number) of principal joint owner, if known
12 GREENDALE CT
30 City, if known 31 State, if known 32 ZIP/Postal Code, if known 33 Country, if known
BEDALE, N. YORKSHIRE DL8 1FB United Kingdom of Great Britain and Northern Ireland (the)
15 a Amount
15 Maximum value of account during calendar year
unknown
16 Type of account a Bank b Securities c Other ' Enter type below
(See instructions under Monetary amounts, step 2)
18 Account number or other designation 19 Mailing address (number, street, apartment or suite number) of financial institution in which account is held
24 Number of joint owners for this account 25 Taxpayer Identification Number (TIN) of principal joint owner, if known. See instructions. 25a TIN type EIN
SSN/ITIN Foreign
26 Last name or organization name of principal joint owner 27 First name of principal joint owner, if known 28 Middle initial, if known 28a Suffix
29 Mailing address (number, street, apartment or suite number) of principal joint owner, if known
FBAA0201 03/05/14
626-84-4682
15 Maximum value of account during calendar year 15 a Amount 16 Type of account a Bank b Securities c Other ' Enter type below
(See instructions under Monetary amounts, step 2) unknown
18 Account number or other designation 19 Mailing address (number, street, apartment or suite number) of financial institution in which account is held
34 Last name or organization name of account owner 35 Taxpayer identification number of account owner 35a TIN type EIN
SSN/ITIN Foreign
36 First Name 37 Middle initial 37 a Suffix 38 Mailing address (number, street, and apartment or suite number)
15 Maximum value of account during calendar year 15 a Amount 16 Type of account a Bank b Securities c Other ' Enter type below
(See instructions under Monetary amounts, step 2) unknown
18 Account number or other designation 19 Mailing address (number, street, apartment or suite number) of financial institution in which account is held
34 Last name or organization name of account owner 35 Taxpayer identification number of account owner 35a TIN type EIN
SSN/ITIN Foreign
36 First Name 37 Middle initial 37 a Suffix 38 Mailing address (number, street, and apartment or suite number)
FBAA0201 03/05/14
626-84-4682
15 Maximum value of account during calendar year 15 a Amount 16 Type of account a Bank b Securities c Other ' Enter type below
(See instructions under Monetary amounts, step 2) unknown
18 Account number or other designation 19 Mailing address (number, street, apartment or suite number) of financial institution in which account is held
34 Organization name of account owner 35 Taxpayer identification number of account owner 35a TIN type EIN
SSN/ITIN Foreign
15 Maximum value of account during calendar year 15 a Amount 16 Type of account a Bank b Securities c Other ' Enter type below
(See instructions under Monetary amounts, step 2) unknown
18 Account number or other designation 19 Mailing address (number, street, apartment or suite number) of financial institution in which account is held
34 Organization name of account owner 35 Taxpayer identification number of account owner 35a TIN type EIN
SSN/ITIN Foreign
FBAA0201 03/05/14