Questionnaire portion of the organizer must be completed.

We're looking forward to working with you and we encourage you to call us before yourappointment if you have any questions. The checklist and attached Tax Organizer areprovided to assist you in gathering information for your 2018 income tax return. If youworked with us last year, prior year data is included on the organizer sections for yourreference

Before we can start work on your 2018 tax return we must have the signed ClientService Agreement and the organizer returned to our office. The 5 page 2018 Questionnaire portion of the organizer must be completed.

If you are new to our offices, in addition to the items listed below please also includecopies of your last three income tax returns.

Checklist

____ Signed and dated 2018 Client Service Agreement

____ Completed 2018 Questionnaire

____ W-2 and W2G forms (wages, gambling)

____ Copy of your last 2018 paystub ( the last paycheck DATED in 2018)

____ 1099 forms (1099 INT / 1099 DIV / 1099 MISC / 1099 B )

____ Brokerage Statements

____ K-1 Schedule(s) (income/loss from partnerships, S corporations, trusts)

____ Mortgage Interest statements (1098 forms)

____ Closing statements from any real estate purchases or sales

____1099-K forms (Merchant Card and Third Party Network Payments)

____1098 T forms (and a list of actual higher education costs paid in 2018 )

____1095-A , 1095-B or 1095-C forms ____ Any tax notices received from the IRS or other taxing authorities

1225 North Argonne Road, Suite CSpokane Valley, Washington 99212

(509) 926-2126www.levnotax.com

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2018 QUESTIONNAIREIf you are unsure how to answer any question leave the boxes unchecked and we will contact you

during our tax preparation.

PERSONAL AND DEPENDENT INFORMATON

Yes No

Are you a U.S. Citizen?

Is your spouse a U.S. Citizen?

Did your marital status change during 2018?

Is the address shown on this organizer the correct address to use on the taxreturn?

Last year, were you or your spouse totally and permanently disabled?

Could you be claimed as a dependent on another person's tax return for 2018?

Were there any changes in dependents?

Are you the custodial parent of the dependent children listed on the return? Ifyou are NOT the custodial parent a signed 8332 FORM is usually required

Were any of your unmarried children who might be claimed as dependents 19years of age or older at the end of 2018?

Did you have any children under age 19 or full-time students under age 24 at theend of 2018, with interest and dividend income in excess of $1,050, or totalinvestment income in excess of $2,100?

Did you incur child care costs?

Did you incur adoption expenses?

MISCELLANEOUS

Yes No

Were you or your spouse a victim of identity theft?

We are required to e-file your return unless you opt out. Do you want to opt outof electronic filing? If you opt out a $25 fee will be added to your bill for paper

handling.

Do you want your completed return mailed to you? If yes, a minimum fee of$10.00 for postage & handling will be added to your bill.

Page 1NEW CLIENT 000000ORGANIZER

2018 1040 US Miscellaneous Questions

Miscellaneous Questions

MISCELLANEOUS continued

Yes No

Do you want to allocate $3 to the Presidential Election Campaign Fund? Contributing to the Campaign Fund does not affect your taxes

Does your spouse want to allocate $3 to the Presidential Election CampaignFund? Contributing to the Campaign Fund does not affect your taxes

May the IRS discuss your tax return with your preparer?

Did you have an interest in or signature or other authority over a financialaccount in a foreign country, such as a bank account, securities account, or otherfinancial account?

Did you receive a distribution from, or were you the grantor of, or transferor to, aforeign trust or did you have an interest in any foreign assets or accounts?

Did you engage the services of any household employees?

Was your home rented out or used for business?

Were you notified or audited by either the Internal Revenue Service or Statetaxing agencies?

Did you or your spouse make any gifts to an individual that total more than$15,000, or any gifts to a trust?

If you have an overpayment of taxes, do you want to APPLY your refund to2019?

If you do NOT want your refund applied to 2019, do you want to DIRECTDEPOSIT your refund? Please be sure to provide us with accurate bankinginformation for direct deposit.

INCOME

Yes No

Did you receive Alimony?

Did you receive unreported tip income of $20 or more in any month?

Did you have any U.S. Savings bond mature in 2018?

Do you like Pizza?



Miscellaneous Questions (Continued)

INCOME continued

Yes No

Did you cash any Series EE U.S. savings bonds issued after 1989 and payqualified higher education expenses for yourself, your spouse, or yourdependents?

Were you a policyholder who received payments under a long-term care (LTC)insurance contract or received any accelerated death benefits from a lifeinsurance policy?

Did you receive any disability income?

Did you have any foreign income or pay any foreign taxes?

Do you expect your 2019 income to be different from 2018?

RETIREMENT PLANS

Yes No

Did you receive a distribution from a retirement plan (401(k), IRA, SEP,SIMPLE, Qualified Plan, etc.)?

Did you make a contribution to a retirement plan (401(k), IRA, SEP, SIMPLE,Qualified Plan, etc.)?

Did you transfer or rollover any amount from one retirement plan to anotherretirement plan?

Did you convert part or all of your traditional, SEP, or SIMPLE IRA to a RothIRA in 2018?

If you qualify, would you be interested in making a contribution to a TraditionalIRA to lower your taxes?

ADJUSTMENTS TO INCOME

Yes No

Did you make contributions to a qualified Health Savings Account?

Did you pay qualified Student Loan Interest?

Did you pay Alimony in 2018?




PURCHASES, SALES AND DEBT (Include copies of ALL closing documents and 1099forms received)

Yes No

Did you start a business or farm, purchase rental or royalty property, or acquirean interest in a partnership, S corporation, trust, or REMIC?

Did you purchase or dispose of any business assets (furniture, equipment,vehicles, real estate, etc.), or convert any personal assets to business use?

Did you buy or sell any stocks, bonds or other investment property in 2018?

Did you sell or do you plan to sell any dividend generating stocks or mutualfunds during the first 60 days of 2019?

Did you purchase, sell, or refinance your principal home or second home, or didyou take a home equity loan?

Did you make any residential energy-efficient improvements or purchasesinvolving solar, wind, geothermal or fuel cell energy sources?

Did you have any debts cancelled or forgiven or have a foreclosure of yourhome?

Does anyone owe you money which has become uncollectible?

Did you purchase or spend any cryptocurrency, such as BitCoin, Ethereum,Altcoin?

EDUCATION

Yes No

Did you receive a distribution from an Education Savings Account or a QualifiedTuition Program?

Did you, your spouse, or a dependent incur any tuition expenses that are requiredto attend a college, university, or vocational school?




ITEMIZED DEDUCTIONS

Yes No

Did you purchase any motor vehicle(s) (car, motorcycle, motor home, RV, sportutility vehicle, truck, van, or off-road vehicle) in 2018? If YES, provide copies ofpurchase papers.

Did you make significant home improvements in 2018?

Do you have a Home Equity Loan? If yes, we will require additionalinformation and we will contact you for that information during the preparationof your return

HEALTH CARE COVERAGE

Yes No

Did you receive Form(s) 1095-A, 1095-B or Form 1095-C reporting your HealthInsurance Coverage?

CONGRATULATIONSYou made it to the end! In recognition of your accomplishment and as a thank you forcompleting the 2018 Questionnaire, you are now entered into our April 16, 2019 drawingfor one of (5) Pizza Hut gift cards. Winners will be notified by mail. Good luck andthank you for choosing us for your accounting and tax needs.We are truly grateful foryour business.




ORGANIZER

2018 1040 US Tax Organizer

Taxpayer Spouse

First name and initial.......

Last name........................

Title/suffix.........................

Social security number....

Occupation......................

Date of birth (m/d/y)........

Date of death (m/d/y)......

1=blind.............................

Home phone....................

Work phone.....................

Work extension................

Cell phone........................

E-mail address................

Drivers License #.............

Drivers License State.......

Expiration Date................

Issue Date........................

Street address.............

Address Apartment number......

City...............................

State.........................

ZIP code......................

LEVNO & COMPANY1225 N ARGONNE RD STE CSPOKANE, WA 99212Telephone number: (509) 926-2126Fax number: (509) 892-6811E-mail address:[email protected]

CLIENT INFORMATION

WA

DEPENDENTS

First name........................

Last name........................

Title/suffix.........................



Date of adoption (m/d/y).


Relationship.....................

Months lived at home......

Dependent No. Dependent No.

First name........................

Last name........................

Title/suffix.........................



Date of adoption (m/d/y).


Relationship.....................

Months lived at home......

Dependent No. Dependent No.

This tax organizer will assist you in gathering information necessary for the preparation of your 2018 tax return.Please enter all pertinent 2018 information. If you have attached a government form for an item, check the boxand do not enter a 2018 amount.

NEW CLIENT 000000 Page 6

ORGANIZER


Please enter all pertinent 2018 information. If you have attached a government form for an item,check the box and do not enter a 2018 amount.

WAGES, SALARIES AND TIPSEmployer Name: 2018 Amount 2017 Amount

INTEREST INCOME

Attach Forms W-2

Payer Name:

DIVIDEND INCOME

Attach Forms 1099-INT

Payer Name:

PENSION AND IRA INCOME

Attach Forms 1099-DIV

Payer name:

GAMBLING WINNINGS

Attach Forms 1099-R

Payer name:

Attach Forms W-2G

Total gambling losses.................................................................................

Winnings not reported on Form W-2G......................................................

OTHER GOVERNMENT FORMS - INCOMEForm 1099-B - Sales of stock (also include transaction history)..............

Form 1099-MISC - Miscellaneous income................................................

Form 1099-K - Merchant card and third party network payments..........

Form 1099-S - Sales of real estate (also include closing statements).....

Attach Forms 1099

Form 1099-G - State tax refunds............................................................... Attach Forms 1099

Taxpayer:

Form SSA-1099 - Social security benefits................................................

Form 1099-G - Unemployment compensation.........................................Attach Forms 1099


ORGANIZER



OTHER GOVERNMENT FORMS - INCOME (Continued)Spouse: 2018 Amount 2017 Amount

Form SSA-1099 - Social security benefits................................................

Form 1099-G - Unemployment compensation.........................................

MISCELLANEOUS INCOME

Attach Forms 1099

Alimony received.........................................................................................

Spouse: Alimony received..........................................................................

Other:

RETIREMENT PLAN CONTRIBUTIONSTaxpayer:

Traditional IRA contributions (1=maximum)...............................................

Roth IRA contributions (1=maximum)........................................................

Self-employed SEP, SIMPLE, & qualified plan contributions (1=maximum)

Spouse:

Traditional IRA contributions (1=maximum)...............................................

Roth IRA contributions (1=maximum)........................................................

Self-employed SEP, SIMPLE, & qualified plan contributions (1=maximum)

OTHER GOVERNMENT FORMS - DEDUCTIONSForm 1098-E - Student loan interest.........................................................

Form 1098-T - Tuition and related expenses............................................

Affordable Care Act

Attach Forms 1098

Form 1095-A - Health Insurance Marketplace Statement........................

Form 1095-B - Health Coverage...............................................................

Form 1095-C - Employer-Provided Health Insurance Offer and Coverage

ADJUSTMENTS TO INCOME

Attach Forms 1095

Taxpayer:

Self-employed health insurance premiums...............................................

Educator expenses.....................................................................................

Expenses from rental of personal property................................................

Other adjustments to income:

Alimony Paid - Recipient name & SSN

Spouse:

Self-employed health insurance premiums...............................................

Educator expenses.....................................................................................

Expenses from rental of personal property................................................


ORGANIZER



ADJUSTMENTS TO INCOME (Continued)Other adjustments to income: 2018 Amount 2017 Amount

Alimony Paid - Recipient name & SSN

MEDICAL AND DENTAL EXPENSESPrescription medicines and drugs..............................................................

Doctors, dentists and nurses......................................................................

Hospitals and nursing homes.....................................................................

Insurance premiums...................................................................................

Taxpayer: Long-term care premiums.........................................................

Spouse: Long-term care premiums...........................................................

Insurance reimbursements.........................................................................

Out-of-pocket lodging and transportation expenses................................

Number of medical miles............................................................................

Other:

TAXES PAIDState income taxes - 1/15 payment on 2017 state estimate.....................

State income taxes - paid with 2017 state extension................................

State income taxes - paid with 2017 state return......................................

State income taxes - paid for prior years and/or to other states..............

City/local income taxes - 1/15 payment on 2017 city/local estimate........

City/local income taxes - paid with 2017 city/local extension...................

City/local income taxes - paid with 2017 city/local return.........................

State and local sales taxes paid (except autos and special items)...........

Use taxes paid on 2018 purchases............................................................

Use taxes paid on 2017 state return...........................................................

Sales tax on autos not included above......................................................

Sales taxes paid on boats, aircraft and other special items......................

Real estate taxes - principal residence......................................................

Real estate taxes - property held for investment.......................................

Foreign income taxes..................................................................................

Other:

Personal property taxes (including automobile fees in some states)........

INTEREST PAID

Attach Tax Notice

Home mortgage interest and points paid

Attach Forms 1098


ORGANIZER



INTEREST PAID (Continued)Home mortgage interest not on Form 1098 (include name, SSN, & address of payee) 2018 Amount 2017 Amount

Points not reported on Form 1098

Mortgage insurance premiums on post 12/31/06 contracts.....................

Investment interest (interest on margin accounts):

Passive Interest...........................................................................................

CASH CONTRIBUTIONSNote: No deduction is allowed for cash or check contributions unless the donor maintains a bank record, or a written communication

from the donee, showing the name of the organization, contributions date(s), and contribution amount(s).

Volunteer Expenses (out-of-pocket).........................................................

Number of charitable miles.........................................................................

NONCASH CONTRIBUTIONSNote: No deduction is allowed for contributions of clothing and household items that are not in good used condition or better.

In addition, a deduction for any item with minimal monetary value may be denied.

MISCELLANEOUS DEDUCTIONSUnion and professional dues......................................................................

Tax return preparation fee..........................................................................

Safe deposit box rental...............................................................................

Investment expenses..................................................................................

Estate tax, section 691(c)............................................................................

Unreimbursed employee expenses:

Other:


1040 US 39.1

Health Coverage Form

39.1

ORGANIZER

Series: 4100

20182018 Health Coverage Form

(a) First name. . .

(a) Last name. . .

(b) ID number (SSN or TIN). . . .

(d) 1=covered all 12 months. . . .

1=January. . . . . . . . . . . . . . . . .

COVERED INDIVIDUAL (#1)

Please do not complete this information if coverage is indicated on Form 1095-A, 1095-B or 1095-C.Attach the document with this organizer if you have it.

(e) Months of coverage:

1=February. . . . . . . . . . . . . . . .

1=March . . . . . . . . . . . . . . . . . .

1=April. . . . . . . . . . . . . . . . . . . .

1=May . . . . . . . . . . . . . . . . . . . .

1=June. . . . . . . . . . . . . . . . . . . .

1=July . . . . . . . . . . . . . . . . . . . .

1=August. . . . . . . . . . . . . . . . . .

1=September. . . . . . . . . . . . . .

1=October. . . . . . . . . . . . . . . . .

1=November. . . . . . . . . . . . . . .

1=December. . . . . . . . . . . . . . .

COVERED INDIVIDUAL (#2)

COVERED INDIVIDUAL (#3) COVERED INDIVIDUAL (#4)

(a) First name. . .

(a) Last name. . .


(d) 1=covered all 12 months . . .

1=January. . . . . . . . . . . . . . . . .


1=February. . . . . . . . . . . . . . . .

1=March . . . . . . . . . . . . . . . . . .

1=April. . . . . . . . . . . . . . . . . . . .

1=May . . . . . . . . . . . . . . . . . . . .

1=June. . . . . . . . . . . . . . . . . . . .

1=July . . . . . . . . . . . . . . . . . . . .

1=August . . . . . . . . . . . . . . . . .

1=September. . . . . . . . . . . . . .

1=October. . . . . . . . . . . . . . . . .

1=November . . . . . . . . . . . . . .

1=December . . . . . . . . . . . . . .

(a) First name. . .

(a) Last name. . .


(d) 1=covered all 12 months. . . .

1=January. . . . . . . . . . . . . . . . .


1=February. . . . . . . . . . . . . . . .

1=March . . . . . . . . . . . . . . . . . .

1=April. . . . . . . . . . . . . . . . . . . .

1=May . . . . . . . . . . . . . . . . . . . .

1=June. . . . . . . . . . . . . . . . . . . .

1=July . . . . . . . . . . . . . . . . . . . .

1=August. . . . . . . . . . . . . . . . . .

1=September. . . . . . . . . . . . . .

1=October. . . . . . . . . . . . . . . . .

1=November. . . . . . . . . . . . . . .

1=December. . . . . . . . . . . . . . .

(a) First name. . .

(a) Last name. . .


(d) 1=covered all 12 months . . .

1=January. . . . . . . . . . . . . . . . .


1=February. . . . . . . . . . . . . . . .

1=March . . . . . . . . . . . . . . . . . .

1=April. . . . . . . . . . . . . . . . . . . .

1=May . . . . . . . . . . . . . . . . . . . .

1=June. . . . . . . . . . . . . . . . . . . .

1=July . . . . . . . . . . . . . . . . . . . .

1=August . . . . . . . . . . . . . . . . .

1=September. . . . . . . . . . . . . .

1=October. . . . . . . . . . . . . . . . .

1=November . . . . . . . . . . . . . .

1=December . . . . . . . . . . . . . .

1=entire household covered for all months, 2=no months. . . . . . . . . . . . . . . . . . .

GENERAL INFORMATION

Date married (if in current year). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1=November 2017 . . . . . . . . . 1=November 2017 . . . . . . . . .

1=December 2017 . . . . . . . . . 1=December 2017 . . . . . . . . .

1=November 2017 . . . . . . . . .

1=December 2017 . . . . . . . . .

1=November 2017 . . . . . . . . .

1=December 2017 . . . . . . . . .


Annual Privacy Disclosure Statement - Third-Party Disclosures

Under the Gramm-Leach-Bliley Act of 1999, financial institutions must provide their customers with a

"clear and conspicuous" notice about their privacy policies and practices; the conditions under which

they disclose nonpublic personal information about consumers to nonaffiliated third parties; and how

consumers can prevent the disclosure of their information. You already may have received such

notices from the banks and brokerage firms with which you do business.

Following the passage of this legislation, the Federal Trade Commission (FTC) issued detailed rules on

these privacy notices, including to whom they should apply. In those rules, the FTC defined "financial

institutions" to include all those who provide "financial or investment advisory services." In turn, the

FTC rules chose to broadly interpret "financial or investment advisory activities" to cover "tax

planning and tax preparation."

In compliance with the FTC rules, printed below is our firm's current Privacy Disclosure Statement. Be

assured that this firm has always considered our professional relationship with you to be one requiring

the utmost trust and confidence. Please call us if you have any questions about this notice.

Privacy Policy We do not disclose any nonpublic personal information about our clients or former clients, without

their permission, to anyone except as absolutely required by law or as needed by our employees or

affiliates to provide services or products to you. We maintain physical, electronic, and procedural

safeguards that comply with federal regulations to guard your nonpublic personal information. If you

have any concerns about the disclosure of your personal information to third parties, please contact

our offices by phone at (509) 892-7290.

Information That We Disclose As permitted by law and as outlined in this policy, we disclose Nonpublic Personal Information to

affiliates that provide services to us or with whom we have contractual relationships in order that we

may service your account. Examples of third parties with whom we may share your Nonpublic

Personal information include:

Companies that provide services to us to assist with the maintenance of required books and

records to facilitate our services to you.

Other companies that provide services to us in order that we may more effectively and

efficiently process and review tax returns.

Where we share your Nonpublic Personal Information with third parties for the purposes noted above,

we ensure that there are contractual agreements with the third party prohibiting their use and disclosure

of that information for any purpose other than to carry out the purposes for which you disclosed the

information, or that such third party is prohibited by law from further sharing of your information.

Except under the circumstances outlined above, we will not share Nonpublic Personal Information

with affiliated or unaffiliated third parties concerning our current or former clients for marketing

purposes or otherwise.

Please enter all pertinent 2018 amounts.

GENERAL INFORMATION

Principal business/profession. . . . . . . . . . . . . . . . . . .

Principal business code. . . . . . . . . . . . . . . . . . . . . . . .

Business name, if different from Form 1040 . . . . .

Business address, if different from Form 1040 . . .

City, if different from Form 1040. . . . . . . . . . . . . . . .

Employer identification number. . . . . . . . . . . . . . . . .

Other accounting method. . . . . . . . . . . . . . . . . . . . . . .

Accounting method: 1=cash, 2=accrual. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Inventory method: 1=cost, 2=lower cost/market, 3=other. . . . . . . . . . . . . . . . . . .

1=change of inventory method. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1=spouse, 2=joint. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1=first Schedule C filed for this business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If required to file Form(s) 1099, did you or will you file all required Form(s) 1099: 1=yes, 2=no. .

1=not subject to self-employment tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1=did not "materially participate". . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1=personal services is not a material income producing factor. . . . . . . . . . . . . .

1=investment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1=minister's Schedule C. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1=single member limited liability company. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

INCOME

Gross receipts or sales (Form 1099-MISC, box 7) . . . . . . . . . . . . . . . . . . . . . . . . . .

Returns and allowances. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Other income:

Inventory at beginning of the year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Purchases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Cost of items for personal use. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Cost of labor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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

Other costs:

Inventory at end of the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

COST OF GOODS SOLD

1040 US Business Income (Schedule C)

ORGANIZER

Series: 51

No.

State, if different from Form 1040. . . . . . . . . . . . . . .

ZIP code, if different from Form 1040 . . . . . . . . . . .

2018

2018 Amount

1=trader in financial instruments or commodities. . . . . . . . . . . . . . . . . . . . . . . . . . .

Foreign region. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Foreign postal code. . . . . . . . . . . . . . . . . . . . . . . . . . . .

Foreign country. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Page 1

melanie

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Please enter all pertinent 2018 amounts. Last year's amounts are provided for your reference.

EXPENSES

Postage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Rent - vehicles, machinery, & equipment (not entered elsewhere). . . . . . . . . . .

Rent - other. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Repairs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Supplies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Taxes - real estate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Taxes - payroll . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Taxes - sales tax included in gross receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Taxes - other (not entered elsewhere). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Telephone. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Travel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Total meals in full (50%) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Department of Transportation meals in full (80%). . . . . . . . . . . . . . . . . . . . . . . . . .

Uniforms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Utilities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Wages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Other expenses:

NOTE: If you purchased or disposed of any business assets, please provide purchase papers and/or disposal information.

Accounting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Advertising. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Answering service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Bad debts from sales or service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Bank charges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Car and truck expenses (not entered elsewhere). . . . . . . . . . . . . . . . . . . . . . . . . . .

Commissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Contract labor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Delivery and freight. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Dues and subscriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Employee benefit programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Insurance (other than health). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Mortgage interest (paid to banks, etc.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Other interest (not entered elsewhere) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Janitorial. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Laundry and cleaning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Legal and professional. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Miscellaneous . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Office expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Outside services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Parking and tolls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Pension and profit sharing plans - contributions. . . . . . . . . . . . . . . . . . . . . . . . . . . .

Pension and profit sharing plans - admin. and education costs. . . . . . . . . . . . . .

1040 US Business Income (Schedule C) (cont.)

Business Income (Schedule C) (cont.)

ORGANIZER

Series: 51

No.2018

2018 Amount

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Description of property. . . . . . . . .

Street address. . . . . . . . . . . . . . . . .

Percentage of ownershipif not 100% (.xxxx). . . . . . . . . . . . . . . . . Percentage of tenant occupancyif not 100% (.xxxx). . . . . . . . . . . . . . . . .

1=nonpassive activity,2=passive royalty . . . . . . . . . . . . . . . . . .

1=single member limitedliability company . . . . . . . . . . . . . . . . . .

INCOME

Rents or royalties received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

DIRECT EXPENSES

Advertising. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Association dues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Auto and travel (not entered elsewhere). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Cleaning and maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Commissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Gardening. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Legal and professional fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Licenses and permits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Management fees. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Miscellaneous . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


NOTE: If you purchased or disposed of any business assets, provide copies of purchase papers and/or disposition information

NOTE: Direct expenses are related only to the rental activity. These include rental agency fees, advertising, and office supplies.

1040 US Rental & Royalty Income (Schedule E)

Rental & Royalty Income (Schedule E)

ORGANIZER

Series: 53

No.

City. . . . . . . . . . . . . . . . . . . . . . . . . . .

State . . . . . . . . . . . . . . . . . . . . . . . . .

ZIP code. . . . . . . . . . . . . . . . . . . . . .

Type of property (see table). . . .

Other type of property. . . . . . . . . .

If required to file Form(s) 1099, did you or will you file all required Form(s) 1099: 1=yes, 2=no. . . . . . . . .

Qualified mortgage insurance premiums. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Excess mortgage interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


Painting and decorating. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2018

2018 Amount

Number of days rented. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


GENERAL INFORMATION

1=spouse, 2=joint. . . . . . . . . . . . . .

1=qualified joint venture. . . . . . . .

1=did not actively participate. . .1=RE prof., activity is trade or business,2=RE prof., not trade or business. . . . . . .

1=investment. . . . . . . . . . . . . . . . . .

Other:

Pest control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Plumbing and electrical . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Repairs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Supplies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .



Telephone. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Utilities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Wages and salaries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Type of Property

1 = Single Family Residence2 = Multi-Family Residence3 = Vacation/Short-Term Rental4 = Commercial5 = Land6 = Royalties7 = Self-Rental

1=rental other than real estate .

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OIL AND GAS

Production type (preparer use only). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Cost depletion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Percentage depletion rate or amount. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

State cost depletion, if different (-1 if none) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

State % depletion rate or amount, if different (-1 if none). . . . . . . . . . . . . . . . . . .

VACATION HOME

Number of days personal use. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Number of days owned (if optional method elected). . . . . . . . . . . . . . . . . . . . . . . .

INDIRECT EXPENSES

Advertising. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Association dues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Auto and travel (not entered elsewhere). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Cleaning and maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Commissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Gardening. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Legal and professional fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Licenses and permits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Management fees. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Miscellaneous . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


NOTE:Indirect expenses are related to operating or maintaining the dwelling unit.These include repairs, insurance, and utilities.

1040 US Rental & Royalty Income (Sch. E) (cont.)

Rental & Royalty Income (Sch. E) (cont.)

ORGANIZER

Series: 53

No.

Qualified mortgage insurance premiums. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Excess mortgage interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


Painting and decorating. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2018

Other:

Pest control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Plumbing and electrical . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Repairs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Supplies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .



Telephone. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Utilities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Wages and salaries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


The indirect expense column should only be used for vacation homes or less than 100% tenant occupied rentals.

GENERAL INFORMATION

2018 Amount

Foreign region. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Foreign postal code. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Foreign country. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Questionnaire portion of the organizer must be completed.

Documents

Transcript of Questionnaire portion of the organizer must be completed.