BA ~
BB ~
BC ~
BD ~
BE ~
BF ~
BG ~
BH ~
BI ~
BJ ~
BK ~
BL ~
BM ~

Ba ~
Bb ~
Bc ~
Bd ~
Be ~
Bf ~
Bg ~
Bh ~
Bi ~
Bj ~
Bk ~
Bl ~
Bm ~

B1 ~
B2 ~
TY 0
|
^ BND
^ BAI
^ BTE
^ BOI
^ BAB

+ BA - N = + BND + BINT ^ BND
+ BA - A = + BAI + BINT ^ BAI
+ BA - E = + BTE + BINT ^ BTE
+ BA - O = + BOI + BINT ^ BOI
+ BA - B = + BAB + BINT ^ BAB

+ BB - N = + BND + BIN2 ^ BND
+ BB - A = + BAI + BIN2 ^ BAI
+ BB - E = + BTE + BIN2 ^ BTE
+ BB - O = + BOI + BIN2 ^ BOI
+ BB - B = + BAB + BIN2 ^ BAB

+ BC - N = + BND + BIN3 ^ BND
+ BC - A = + BAI + BIN3 ^ BAI
+ BC - E = + BTE + BIN3 ^ BTE
+ BC - O = + BOI + BIN3 ^ BOI
+ BC - B = + BAB + BIN3 ^ BAB

+ BD - N = + BND + BIN4 ^ BND
+ BD - A = + BAI + BIN4 ^ BAI
+ BD - E = + BTE + BIN4 ^ BTE
+ BD - O = + BOI + BIN4 ^ BOI
+ BD - B = + BAB + BIN4 ^ BAB

+ BE - N = + BND + BIN5 ^ BND
+ BE - A = + BAI + BIN5 ^ BAI
+ BE - E = + BTE + BIN5 ^ BTE
+ BE - O = + BOI + BIN5 ^ BOI
+ BE - B = + BAB + BIN5 ^ BAB

+ BF - N = + BND + BIN6 ^ BND
+ BF - A = + BAI + BIN6 ^ BAI
+ BF - E = + BTE + BIN6 ^ BTE
+ BF - O = + BOI + BIN6 ^ BOI
+ BF - B = + BAB + BIN6 ^ BAB

+ BG - N = + BND + BIN7 ^ BND
+ BG - A = + BAI + BIN7 ^ BAI
+ BG - E = + BTE + BIN7 ^ BTE
+ BG - O = + BOI + BIN7 ^ BOI
+ BG - B = + BAB + BIN7 ^ BAB

+ BH - N = + BND + BIN8 ^ BND
+ BH - A = + BAI + BIN8 ^ BAI
+ BH - E = + BTE + BIN8 ^ BTE
+ BH - O = + BOI + BIN8 ^ BOI
+ BH - B = + BAB + BIN8 ^ BAB

+ BI - N = + BND + BIN9 ^ BND
+ BI - A = + BAI + BIN9 ^ BAI
+ BI - E = + BTE + BIN9 ^ BTE
+ BI - O = + BOI + BIN9 ^ BOI
+ BI - B = + BAB + BIN9 ^ BAB

+ BJ - N = + BND + BINA ^ BND
+ BJ - A = + BAI + BINA ^ BAI
+ BJ - E = + BTE + BINA ^ BTE
+ BJ - O = + BOI + BINA ^ BOI
+ BJ - B = + BAB + BINA ^ BAB

+ BK - N = + BND + BINB ^ BND
+ BK - A = + BAI + BINB ^ BAI
+ BK - E = + BTE + BINB ^ BTE
+ BK - O = + BOI + BINB ^ BOI
+ BK - B = + BAB + BINB ^ BAB

+ BL - N = + BND + BINC ^ BND
+ BL - A = + BAI + BINC ^ BAI
+ BL - E = + BTE + BINC ^ BTE
+ BL - O = + BOI + BINC ^ BOI
+ BL - B = + BAB + BINC ^ BAB

+ BM - N = + BND + BIND ^ BND
+ BM - A = + BAI + BIND ^ BAI
+ BM - E = + BTE + BIND ^ BTE
+ BM - O = + BOI + BIND ^ BOI
+ BM - B = + BAB + BIND ^ BAB

+ BINT + BIN2 + BIN3 + BIN4 + BIN5 + BIN6 + BIN7 + BIN8 + BIN9 + BINA ^ B02
+ B02 + BINB + BINC + BIND - BND - BAI - BTE - BOI - BAB ^ B02
+ B02 - BSBI ^ B04

^ Bnd
+ Ba - N = + Bnd + BDIV ^ Bnd
+ Bb - N = + Bnd + BDI2 ^ Bnd
+ Bc - N = + Bnd + BDI3 ^ Bnd
+ Bd - N = + Bnd + BDI4 ^ Bnd
+ Be - N = + Bnd + BDI5 ^ Bnd
+ Bf - N = + Bnd + BDI6 ^ Bnd
+ Bg - N = + Bnd + BDI7 ^ Bnd
+ Bh - N = + Bnd + BDI8 ^ Bnd
+ Bi - N = + Bnd + BDI9 ^ Bnd
+ Bj - N = + Bnd + BDIA ^ Bnd
+ Bk - N = + Bnd + BDIB ^ Bnd
+ Bl - N = + Bnd + BDIC ^ Bnd
+ Bm - N = + Bnd + BDID ^ Bnd
+ BDIV + BDI2 + BDI3 + BDI4 + BDI5 + BDI6 + BDI7 + BDI8 + BDI9 + BDIA ^ B06
+ B06 + BDIB + BDIC + BDID - Bnd ^ B06
^ B07
+ Ba - C = + B07 + BDIV ^ B07
+ Bb - C = + B07 + BDI2 ^ B07
+ Bc - C = + B07 + BDI3 ^ B07
+ Bd - C = + B07 + BDI4 ^ B07
+ Be - C = + B07 + BDI5 ^ B07
+ Bf - C = + B07 + BDI6 ^ B07
+ Bg - C = + B07 + BDI7 ^ B07
+ Bh - C = + B07 + BDI8 ^ B07
+ Bi - C = + B07 + BDI9 ^ B07
+ Bj - C = + B07 + BDIA ^ B07
+ Bk - C = + B07 + BDIB ^ B07
+ Bl - C = + B07 + BDIC ^ B07
+ Bm - C = + B07 + BDID ^ B07
^ B08
+ Ba - T = + B08 + BDIV ^ B08
+ Bb - T = + B08 + BDI2 ^ B08
+ Bc - T = + B08 + BDI3 ^ B08
+ Bd - T = + B08 + BDI4 ^ B08
+ Be - T = + B08 + BDI5 ^ B08
+ Bf - T = + B08 + BDI6 ^ B08
+ Bg - T = + B08 + BDI7 ^ B08
+ Bh - T = + B08 + BDI8 ^ B08
+ Bi - T = + B08 + BDI9 ^ B08
+ Bj - T = + B08 + BDIA ^ B08
+ Bk - T = + B08 + BDIB ^ B08
+ Bl - T = + B08 + BDIC ^ B08
+ Bm - T = + B08 + BDID ^ B08
+ B07 + B08 ^ B09
+ B06 - B09 ^ B10
+ B07 ^ Z13
+ TY + 1968 * 100 ^ ZTY
|
S PART I - INTEREST INCOME
R ~56
^ 
S ~1 List name of payer. If any interest is from a seller financed~~~!   !
R ~8
^
S ~~~mortgage and the buyer used the property as a personal
R ~10
S !   !
R ~8
^
S ~~~residence` see instructions and list this interest first. Also~~!   !
R ~8
^
S ~~~show that buyer's social security number and address.
R ~11
S !   !
R ~8
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X BA `~`N`A`E`O`B`
Q 'N' = Nominee Distribution` 'A' = Accrued Interest` 'E' = Tax-Exempt Interest`
Q 'O' = OID Adjustment` 'B' = ABP Adjustment' or ' ' = blank.
S ~
S !   !
C BINT
c BINT
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X BB `~`N`A`E`O`B`
Q 'N' = Nominee Distribution` 'A' = Accrued Interest` 'E' = Tax-Exempt Interest`
Q 'O' = OID Adjustment` 'B' = ABP Adjustment' or ' ' = blank.
S ~
S !   !
C BIN2
c BIN2
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X BC `~`N`A`E`O`B`
Q 'N' = Nominee Distribution` 'A' = Accrued Interest` 'E' = Tax-Exempt Interest`
Q 'O' = OID Adjustment` 'B' = ABP Adjustment' or ' ' = blank.
S ~
S !   !
C BIN3
c BIN3
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X BD `~`N`A`E`O`B
Q 'N' = Nominee Distribution` 'A' = Accrued Interest` 'E' = Tax-Exempt Interest`
Q 'O' = OID Adjustment` 'B' = ABP Adjustment' or ' ' = blank.
S ~
S !   !
C BIN4
c BIN4
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X BE `~`N`A`E`O`B`
Q 'N' = Nominee Distribution` 'A' = Accrued Interest` 'E' = Tax-Exempt Interest`
Q 'O' = OID Adjustment` 'B' = ABP Adjustment' or ' ' = blank.
S ~
S !   !
C BIN5
c BIN5
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X BF `~`N`A`E`O`B`
Q 'N' = Nominee Distribution` 'A' = Accrued Interest` 'E' = Tax-Exempt Interest`
Q 'O' = OID Adjustment` 'B' = ABP Adjustment' or ' ' = blank.
S ~
S !   !
C BIN6
c BIN6
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X BG `~`N`A`E`O`B`
Q 'N' = Nominee Distribution` 'A' = Accrued Interest` 'E' = Tax-Exempt Interest`
Q 'O' = OID Adjustment` 'B' = ABP Adjustment' or ' ' = blank.
S ~
S ! 1 !
C BIN7
c BIN7
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X BH `~`N`A`E`O`B`
Q 'N' = Nominee Distribution` 'A' = Accrued Interest` 'E' = Tax-Exempt Interest`
Q 'O' = OID Adjustment` 'B' = ABP Adjustment' or ' ' = blank.
S ~
S !   !
C BIN8
c BIN8
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X BI `~`N`A`E`O`B`
Q 'N' = Nominee Distribution` 'A' = Accrued Interest` 'E' = Tax-Exempt Interest`
Q 'O' = OID Adjustment` 'B' = ABP Adjustment' or ' ' = blank.
S ~
S !   !
C BIN9
c BIN9
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X BJ `~`N`A`E`O`B`
Q 'N' = Nominee Distribution` 'A' = Accrued Interest` 'E' = Tax-Exempt Interest`
Q 'O' = OID Adjustment` 'B' = ABP Adjustment' or ' ' = blank.
S ~
S !   !
C BINA
c BINA
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X BK `~`N`A`E`O`B`
Q 'N' = Nominee Distribution` 'A' = Accrued Interest` 'E' = Tax-Exempt Interest`
Q 'O' = OID Adjustment` 'B' = ABP Adjustment' or ' ' = blank.
S ~
S !   !
C BINB
c BINB
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X BL `~`N`A`E`O`B`
Q 'N' = Nominee Distribution` 'A' = Accrued Interest` 'E' = Tax-Exempt Interest`
Q 'O' = OID Adjustment` 'B' = ABP Adjustment' or ' ' = blank.
S ~
S !   !
C BINC
c BINC
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X BM `~`N`A`E`O`B`
Q 'N' = Nominee Distribution` 'A' = Accrued Interest` 'E' = Tax-Exempt Interest`
Q 'O' = OID Adjustment` 'B' = ABP Adjustment' or ' ' = blank.
S ~
S !   !
C BIND
c BIND
^
R ~44
S Nominee Distribution~~~!   !
T BND
t FB1 BINT  005 3 Total of lines 1 with an 'N' in the right column.
^
R ~48
S Accrued Interest~~~!   !
T BAI
t FB1 BINT  005 3 Total of lines 1 with an 'A' in the right column.
^
R ~45
S Tax-Exempt Interest~~~!   !
T BTE
t FB1 BINT  005 3 Total of lines 1 with a 'T' in the right column.
t FZ1 BTE   023 1 Transferred to Form 1040` line 8b.
^
R ~50
S OID Adjustment~~~!   !
T BOI
t FB1 BINT  005 3 Total of lines 1 with an 'O' in the right column.
^
R ~50
S ABP Adjustment~~~!   !
T BAB
t FB1 BINT  005 3 Total of lines 1 with a 'B' in the right column.
^
S ~2 Add the amounts on line 1
R .39
S ! 2 !
T B02
t FB1 BINT  005 3 Line 1 Interest income.
^
S ~3 Excludable interest on series EE U.S. savings bonds issued
R ~6
S !   !
R ~8
^
S ~~~after 1989 from Form 8815` line 14. You MUST attach Form 8815~~~!   !
R ~8
^
S ~~~to Form 1040
R .52
S ! 3 !
C BSBI
c BSBI
^
S ~4 Subtract line 3 from 2. Enter on Form 1040` line 8A
R .13
S ! 4 !
T B04
t FZ1 B04   022 1 Transferred to Form 1040 line 8a.
^
R -80
^ 
S PART II - DIVIDEND INCOME
R ~55
^
S ~5~List name of payer. Include gross dividends and/or other
R ~8
S !   !
R ~8
^
S ~~~distributions on stock here. Any capital gain distributions and~!   !
R ~8
^
S ~~~nontaxable distributions will be deducted on lines 7 and 8.
R ~5
S !   !
R ~8
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X Ba `~`N`C`T`
Q 'N' = Nominee Distribution` 'C' = Capital Gain Distribution`
Q 'T' = Nontaxable Distribution` or ' ' = blank.
S ~
S !   !
C BDIV
c BDIV
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X Bb `~`N`C`T`
Q 'N' = Nominee Distribution` 'C' = Capital Gain Distribution`
Q 'T' = Nontaxable Distribution` or ' ' = blank.
S ~
S !   !
C BDI2
c BDI2
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X Bc `~`N`C`T`
Q 'N' = Nominee Distribution` 'C' = Capital Gain Distribution`
Q 'T' = Nontaxable Distribution` or ' ' = blank.
S ~
S !   !
C BDI3
c BDI3
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X Bd `~`N`C`T`
Q 'N' = Nominee Distribution` 'C' = Capital Gain Distribution`
Q 'T' = Nontaxable Distribution` or ' ' = blank.
S ~
S !   !
C BDI4
c BDI4
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X Be `~`N`C`T`
Q 'N' = Nominee Distribution` 'C' = Capital Gain Distribution`
Q 'T' = Nontaxable Distribution` or ' ' = blank.
S ~
S !   !
C BDI5
c BDI5
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X Bf `~`N`C`T`
Q 'N' = Nominee Distribution` 'C' = Capital Gain Distribution`
Q 'T' = Nontaxable Distribution` or ' ' = blank.
S ~
S !   !
C BDI6
c BDI6
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X Bg `~`N`C`T`
Q 'N' = Nominee Distribution` 'C' = Capital Gain Distribution`
Q 'T' = Nontaxable Distribution` or ' ' = blank.
S ~
S ! 7 !
C BDI7
c BDI7
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X Bh `~`N`C`T`
Q 'N' = Nominee Distribution` 'C' = Capital Gain Distribution`
Q 'T' = Nontaxable Distribution` or ' ' = blank.
S ~
S !   !
C BDI8
c BDI8
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X Bi `~`N`C`T`
Q 'N' = Nominee Distribution` 'C' = Capital Gain Distribution`
Q 'T' = Nontaxable Distribution` or ' ' = blank.
S ~
S !   !
C BDI9
c BDI9
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X Bj `~`N`C`T`
Q 'N' = Nominee Distribution` 'C' = Capital Gain Distribution`
Q 'T' = Nontaxable Distribution` or ' ' = blank.
S ~
S !   !
C BDIA
c BDIA
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X Bk `~`N`C`T`
Q 'N' = Nominee Distribution` 'C' = Capital Gain Distribution`
Q 'T' = Nontaxable Distribution` or ' ' = blank.
S ~
S !   !
C BDIB
c BDIB
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X Bl `~`N`C`T`
Q 'N' = Nominee Distribution` 'C' = Capital Gain Distribution`
Q 'T' = Nontaxable Distribution` or ' ' = blank.
S ~
S !   !
C BDIC
c BDIC
^
R ~3
P _____________________________________________________________
Q List name of payer.
S ~
X Bm `~`N`C`T`
Q 'N' = Nominee Distribution` 'C' = Capital Gain Distribution`
Q 'T' = Nontaxable Distribution` or ' ' = blank.
S ~
S !   !
C BDID
c BDID
^
R ~44
S Nominee Distribution~~~!   !
T Bnd
t FB1 BDIV  033 3 Total of lines 5 with an 'N' in the right column.
^
S ~6 Add the amounts on line 5
R .39
S ! 6 !
T B06
t FB1 BDIV  033 3 Line 5 Dividend income.
^
S ~7 Capital gain distributions. Enter on Schedule D
R .4
S ! 7 !
T B07
t FB1 BDIV  033 3 Total of lines 5 with a 'D' in the right column.
t FD1 B07   035 1 Transferred to Schedule D, line 14.
t FZ1 Z13   028 1 Transferred to Form 1040, line 13 if Schedule D is not included.
S !\\\!
R ~8
^
S ~8 Nontaxable distributions
R .27
S ! 8 !
T B08
t FB1 BDIV  033 3 Total of lines 5 with a 'T' in the right column.
S !\\\!
R ~8
^ 
S ~9 Add the amounts on line 7 and 8
R .33
S ! 9 !
T B09
t FB1 B07   048 1 Line 7.
t FB1 B08   049 1 Line 8.
^
S 10 Subtract line 9 from 6. Enter on Form 1040` line 9
R .14
S !10 !
T B10
t FZ1 B10   024 1 Transferred to Form 1040 line 9.
^
R -80
^
S PART III - FOREIGN ACCOUNTS AND TRUSTS
R ~42
^
S 11a At any time during~
D ZTY
S ` did you have an interest in or a signature or !\\\!
^
R ~4
S other authourity over a financial account in a foreign country` such   !\\\!
^
R ~4
S as a bank account` secruities account` or other financial account?
R ~5
S !~
X B1 `Y`N`~`
Q 'Y' = Yes` 'N' = No` or ' ' = blank.
S ~!
^
S ~~B If "Yes"` enter the name of the foreign country.~
P ______________________
S !\\\!
^
S 12  Were you the grantor of` or transferor to` a foreign trust that existed!\\\!
^
R ~4
S during~
D ZTY
S ` whether or not you have any beneficial interest in it?
R ~4
S !~
X B2 `Y`N`~`
Q 'Y' = Yes` 'N' = No` or ' ' = blank.
S ~!
^
|
