Gene Locke Tax Return, 2008

Label
(See instructions.)

Use the

IRS label. Otherwise, please print or type.

Presidential Election Campaign

Filing Status

Check only one box.

Last name

Apa rtment no.

3

Head of household (with qualifying person). (See instructions.) If the qualifying person is a child but not your dependent, enter this child's

Married filing separately. Enter spouse's SSN above & full name here ~ _

name here.. ~ 5 0 Qualifying widow(er) with dependent child (see instructions)

4

Married filing jointly (even if only one had income)

Exemptions

6a b

If more than

four dependents, see instructions.

Income

Attach Form(s) W-2 here. Also attach Forms W-2G and 1099-R

if tax was withheld.

If you did not get a W-2,

see instructions.

Enclose, but do not attach, any payment. Also, please use Form 1040-V.

c Dependents:

(2) Dependent's social security number

1 First name

Last name

Nicholas W Locke

Dou las P Locke

Thomas E Locke

7 Wages, salaries, tips, etc. Attach Form(s) W-2 .

8a Taxable interest. Attach Schedule B if required .

b Tax-exempt interest. Do not include on line Sa. . . . . . . . . . . . . 8 b 7 189.

9a Ordinary dividends. Attach Schedule B if required. .

b Qualified dividends (see instrs) '--"-"-'-- "-'-"---'-'-

10 Taxable refunds, credits, or offsets of state and local income taxes (see instructions) .

11 Alimony received .

12 Business income or (loss). Attach Schedule C or C-EZ .

13 Capital gain or (loss). Att Sch D if reqd. If not reqd, ck here. . . . . . . . . . . . . . . . . . . . . . . .. ~ D

14 Other gains or (losses). Attach Form 4797 .

15a IRA distributions 1 15al I b Taxable amount (see instrs). .

16a Pensions and annuities 16a. . b Taxable amount (see instrs) ..

17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E.

18 Farm income or (loss). Attach Schedule F .

19 Unemployment compensation 1--'--'--+- _

20a Social security benefits 1 20al 1 b Taxable amount (see instrs).. ~~I- _

21 Other income

22 Add the amounts in the far column for lines 7

Adjusted Gross Income

BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. FDIAOl12L 10/13108

Form 1040

Gene Land

Locke

Tax and Credits

Married filing jointly or Qualifying widow(er), $10,900

Head of household, $8,000

56 Subtract line 55 from line 46. If line 55 is more than line enter -0- .

Other Taxes

57 Self-employment tax. Attach Schedule SE .

58 Unreported social security and Medicare tax from Form: a 04137 b 08919 .

59 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required .

60 Additional taxes: a 0 AEIC payments b 0 Household employment taxes. Attach Schedule H .

61 Add lines 56-60. This is total tax .

Payments

If you have a qualifying child, attach Schedule EIC.

Refund

Direct deposit? See instructions and fill in 73b, 73c, and 73d or Form 8888.

62 Federal income tax withheld from Forms W-2 and 1099. I-:'~t------:;-=:--=-=-=-=-

63 2008 estimated tax payments and amount applied from 2007 return ~.::::-+- =.=...r.-=-=..:..

64a Earned income credit (EIC) .

b Nontaxable combat pay election .

65 Excess social security and tier 1 RRTA tax withheld (see instructions) I-:'-=-t--------

66 Additional child tax credit. Attach Form 8812 ~~f--------

67 Amount paid with request for extension to file (see instructions) ~-::--+- _

68 Credits from Form: a 02439 b 04136 c 08801 d 08885. ~:......f-------

69 First-time homebuyer credit. Attach Form 5405 ~-=-+- _

70 Recovery rebate credit (see worksheet) L....:...::.......JI....- _

71 Add lines 62 70. These are total .

191 047_

72

• b Routing number .

• d Account number .

74 Amount of line 72 want

Amount You Owe

Third Party Designee

75 Amount you owe. Subtract line 71 from line 61. For details on how to pay, 76 Estimated tax

Do you want to allow another person to discuss this return with the IRS (see instructions)? . . . . . . . . . Yes. Complete the following.

Designee's p Phone Personal identification

name • reparer no. • number (PIN) •

Your occupation

Sign Here

Joint return? See instructions.

Keep a copy

for your records.

Paid Preparer's Use Only

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 complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

~ Your siTAXPAYER RLE COpy

Admin. Assistant

Date

Date

Spouse's signature. If a joint return, both must sign.

~

" ""

Date

Check if

29,861.

Form 1040 (2008)

FDIAOl12L 10/13/08

Oct-14-2009 04:36pm Frcm-

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T-413 P.OD2/002 F-037

Galveston Central Appraisal District

600 Gulf Freeway Suite I 13. Texas City. TX 77591 .

D~ll:J on thls Web site rcprcscnis CI'XrWn':D :!OO!) Informarlnn IClld; HISTORY for v

t Assessment History t

Owner Information XRef ID

LOCKE, GENE L & AUBREY .:. ••••••

~

t
lrn provement
HS
Improvement
NHS
Land HS
Land IIIHS
Agricultural
Mkt
Agricultural
Use
Timber
Market
Timber Use
Appraised
Homestead
Limit
Assessed
Exemptions Situs Address

GALVESTON, TX_

2009 20M 2001 2006 D
$109,580 $185,250 $179,760 $179,760
$0 $0 $0 $0
$55,200 $55,200 $55,200 $55.200
$0 $0 $0 $0
$0 $0 $0 $0
$0 $0 $0 $0
$0 $0 $0 $0
$0 $0 $0 $0
$164,780 $240,450 $234.960 $234,960 $234.960

$234,960

httpi//www.galvestoucad.org/ AppraisallPublicAccess/Property History . aspx7Property ID=;... 10114/2009

Form 2210

Underpayment of

Estimated Tax by Individuals, Estates, and Trusts

~ See separate instructions.

~ Attach to Form 1040, 1040A, 1040NR, 1040NR-EZ, or 1041.

2008

Department of the Treasury Internal Revenue Service

OMB No. 1545·0140

Attachment Sequence No. 06

Name(s) shown on tax return Identifying number

Gene Land Aubre S Locke

Complete lines 1 through 7 below. Is line 7 less than $1 ,OOO?

Do You Have To File Form 2210?

Do not file Form 2210. You do not owe a penalty.

No

Complete lines 8 and 9 below. Is line 6 equal to or more than line 9?

No

You may owe a penalty. Does any box in Part II below apply?

No

Do not file Form 2210. You are not required to figure your penalty because the IRS will figure it and send you a bill for any unpaid amount. If you want to figure it, you may use Part III or Part IV as a worksheet and enter your penalty amount on your tax return, but do not file Form 2210.

Yes

Yes

You do not owe a penalty. Do not file Form 2210 (but if box E in Part II applies, you must file page 1 of Form 2210).

Yes

You must file Form 2210. Does box B, C, or 0 apply?

You must figure your penalty.

You are not required to figure your penalty because the IRS will figure it and send you a bill for any unpaid amount. If you want to figure it, you may use Part III or Part IV as a worksheet and enter your penalty amount on your tax return, but file only page 1 of Form 2210.

1 Enter your 2008 tax after credits from Form 1040, line 56 (see instructions if not filing Form 1040) I-:....-I-----=..:::...;::.L.::-:=-:::_:_

2 Other taxes, including self-employment tax (see instructions) .

3 Refundable credits. Enter the total of your earned income credit, additional child tax credit, credit for

federal tax paid on fuels, health coverage tax credit, refundable credit for prior year minimum tax, first-time

homebuyer credit, and recovery rebate credit f---::.....I- ---.:O~.

4 Current year tax. Combine lines 1, 2, and 3. If less than $1,000, you do not owe a penalty; do not file

Form 2210 .

5 Multiply line 4 by 90% (.90). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5 1

6 Withholding taxes. Do not include estimated tax payments. (see instructions) ~=-I- __ ~~~~~

7 Subtract line 6 from line 4. If less than $1,000, you do not owe a penalty; do not file Form 2210 I-;....I---~~:-L-:~:-:-

8 Maximum required annual payment based on prior year's tax (see instructions) ~=-I----=~:-L-:~:-:-

9 Required annual payment. Enter the smaller of line 5 or line 8 L-=--L- __ -=~:..L...:::...:::..:::...!...

Next: Is line 9 more than line 6?

D No. You do not owe a penalty. Do not file Form 2210 unless box E below applies.

IRl Yes. You may owe a penalty, but do not file Form 2210 unless one or more boxes in Part II below applies.

• If box B, C, or 0 applies, you must figure your penalty and file Form 2210 .

• If only box A or E (or both) applies, file only page 1 of Form 2210. You are not required to figure your penalty; the IRS will figure it

and send a bill for any unpaid amount. If you want to figure your penalty, you may use Part III or IV as a worksheet and enter

ur tax but file 1 of Form 2210.

218 872.

A D You request a waiver (see instructions) of your entire penalty. You must check this box and file page 1 of Form 2210, but you are not required to figure your penalty.

B D You request a waiver (see instructions) of part of your penalty. You must figure your penalty and waiver amount and file Form 2210.

C IRl Your income varied during the year and your penalty is reduced or eliminated when figured using the annualized income installment

method. You must figure the penalty using Schedule AI and file Form 2210.

o D Your penalty is lower when figured by treating the federal income tax withheld from your income as paid on the dates it was actually" withheld, instead of in equal amounts on the payment due dates. You must figure your penalty and file Form 2210.

E D You filed or are filing a joint return for either 2007 or 2008, but not for both years, and line 8 above is smaller than line 5 above. You must file page 1 of Form 2210, but you are not required to figure your penalty (unless box B, C, or 0 applies).

BAA For Paperwork Reduction Act Notice, see separate instructions. Form 2210 (2008)

FDIZ0313L 02/25/09

18 red installments. If box C in Part II applies,

enter the amounts from Schedule AI, line 25.

Otherwise, enter 25% (.25) of line 9, Form 2210,

in each column 1--'-'18:.......t __ -=1~4.L...::.6.::.2.:::.5.,;.... t-_....;1=-4::...t-;6:;,,:2:;,,:5:..;.~_--=1:...:4:.L...::6-=2~4..:... t----..:1=-5::..;3::...L..:1:;,,:1:;,,:1:...,;.....

19 Estimated tax paid and tax withheld (see instructions). For column (a) only, also enter the amount from line 19 on line 23. If line 19 is equal to or more

than line 18 for all payment periods, stophere; you do not owe a penalty. Do not file Form 2210 unless

you checked a box In Part II .

Complete lines 20 through 26 of one column

before going to line 20 of the next column.

20 Enter the amount, if any, from line 26 in the

previous column .

21 Add lines 19 and 20 .

22 Add the amounts on lines 24 & 25 in previous column. 23 Subtract line 22 from line 21. If zero or less, enter -0-.

For column (a) only, enter the amount from line 19 ...

24 If line 23 is zero, subtract line 21 from line 22.

Otherwise, enter -0- .

25 Underpayment. If line 18 is equal to or more than

line 23, subtract line 23 from line 18. Then go to line 20 of the next column. Otherwise, go to line 26.

26 Overpayment. If line 23 is more than line 18,

subtract line 18 from line 23. Then go to line 20

of the next column .

Section A - Figure Your Underpayment

3

4.

4.

76 004.

54 660.

40 039.

Section B - Figure the Penalty (Complete lines 27 through 34 of one column before going to the next column.) R A T E

P E R I o o

April 16, 2008 - June 30, 2008
27 Number of days from the date shown above line
27 to the date the amount on line 25 was paid
or 6/30108, whichever is earlier ................... 27
28 Underpayment Number of
on line 25 x dalls on line 27 x .06
instructions) 366 ~
July 1,2008 - September 30, 2008
or 9/30108, whichever is earlier. ..................
on line 25 x dalls on line 29 .05
366 x
(see instructions) ~
October 1,2008 - December 31, 2008
or 12/31/08, whichever is earlier. ................. 31
on line 25 x dalls on line 31 x .06
(see instructions) 366 ~ p 33 Number of days from the date shown above line

E 33 to the date the amount on line 25 was paid

R or 4/15109, whichever is earlier ~~+- --11- --I- -+ ..:;9....:...0

b 34 Underpayment Number of

o on line 25 x dalls on line 33 05

365 x.

R A T E

p E R I o o

2

January 1, 2009 - April 15, 2009

R A T E

p E R I o o

3

R A T E

4

(see instructions)

637.25

35 Penalty. Add all amounts on lines 28, 30, 32, and 34 in all columns. Enter the total here and on Form 1040, line 76; Form 1040A, line 48; Form 1040NR, line 74; Form 1040NR-EZ, line 26.

Do not file Form 2210 unless checked a box in Part Il .

FDIZ0313L 02125/09

4

(c) (d)
1/1/08 - 8/31/08 1/1108 - 12131/08

Enter your a~usted gross income for each period
(see instrs~ Estates and trustsl enter your taxable
Income wit out your exemption or eacli period) ....
2 Annualization amounts. (Estates & trusts, see instrs)
3 Annualized income. Multiply line 1 by line 2 .......
4 If you itemize, enter itemized deductions for the
period shown in each column. All others enter -0-,
and skip to line 7. Exception: Estates and trusts, 50 292_ 80 468. 120 702.
skip to line 9 and enter amount from line 3 ........
5 Annualization amounts .......................
6 Multiply line 4 by line 5 (see instructions if line 3 is
more than $79,975) ......................... 6 119 009. 119 006. 119 007. 114 926.
7 In each column, enter the full amount of your
standard deduction from Form 1040, line 40, or Form
1040A, line 24 (Form 1040NR or 1040NR-EZ filers,
enter -0-. Exception: Indian students and business
apprentices, see instructions.) .................
8 Enter the larger of line 6 or line 7 ..............
9 Subtract line 8 from line 3 ....................
10 In each column, multiply $3,500 by the total number
of exemptions claimed (see instructions if line 3 is
more than $119,975). (Estates, trusts, and Form
1040NR or 1040NR-EZ filers, see instructions) ......
11 Subtract line 10 from line 9 ...................
12 Figure your tax on the amount on line 11 (see instrs)
13 Self-employment tax from line 34 (complete
Part II below) .............................
14 Enter other taxes for each payment per (see instrs) ..
15 Total tax. Add lines 12, 13, and 14 ..............
16 For each period, enter the same type of credits as
allowed on Form 2210, lines 1 and 3 (see instrs) .. '.
17 Subtract In 16 from In 15. If zero or less, enter -0- ..
18 Applicable percentage .......................
19 Multiply line 17 by line 18 ....................
Complete lines 20 - 25 of one column
before going to line 20 of the next column.
20 Enter the totl of the amts in all prev columns of In 25
21 Subtract In 20 from In 19. If zero or less, enter -0- ..
22 Enter 25% (.25) of line 9 on page 1 of Form 2210 in
each column ..............................
23 Subtract line 25 of the previous column from line 24
of that column .............................
24 Add lines 22 and 23 .........................
25

Net earnings from self-employment for the period
(see instructions) ..........................
27 Prorated social security tax limit ...............
28 Enter actual wa~es for the period subject to social
securi~ tax or t e 6.2% f;0rtion of the 7.65%
railroa retirement (tier ) tax .................
29 Subtract line 28 from line 27. If zero or less,
enter -0- .................................
31 Multiply line 30 by the smaller of line 26 or line 29 ..
33 Multiply line 26 by line 32 ....................
34 Add lines 31 and 33. Enter here and on line
13 above ............................... 21 888. 21 888. 21 888. 34 625.
BAA FDIZ0305L 08/26/08 Form 2210 (2008) SCHEDULE A (Form 1040)


OMS No. 1545·0074

Itemized Deductions

2008

~ Attach to Form 1040.

~ See Instructions for Schedule A (Form 1040).

Gene Land

Name(s) shown on Form 1040

Medical and Dental Expenses

Taxes You Paid

(See instructions.)

Interest You Paid

Note. Personal interest

is not deductible.

Gifts to Charity

If you made a gift and got a benefit for it, see instructions.

Job Expenses
and Certain
Miscellaneous
Deductions
22
(See 23
instructions.)
24
25
26
27
Other 28
Miscellaneous
Deductions Total Itemized Deductions

or paid by others.

o.

5 State and local (check o~ one box):

: ~ ~~~::I t:;~: :xes ~ .

6 Real estate taxes (see instructions) I-:::-t----....:;;;.;~...:......:...::....:...

7 Personal property taxes .

8 Other taxes. List type and amount ~

Occ'!P~tional t~x =========)~5

9

17

10 Home mtg interest and points reported to you on Form 1098 .

11 Home mortgage interest not reported to you on Form 1098. If paid to the person from whom you bought the home, see instructions and show that person's name,

identifying number, and address ~

12 Points not reported to you on Form 1098. See instrs for spcl rules 1--'-"'-+- _

13 Qualified mortgage insurance premiums (see instructions) j--=..=.....t--------

14 Investment interest. Attach Form 4952 if required.

(See instrs.) L...:.....:......L..- _

15 Add lines 10 14 .

12,104.

16 Gifts by cash or check. If you made any gift of $250 or

more, see instrs. .

17 Other than by cash or check. If any gift of $250 or more, see instructions. You must attach Form 8283 if

over $500. r~I------""';;";;"::"":'"

18

34 522.

56 571.

Unreimbursed employee expenses - job travel, union dues, job education, etc. Attach Form 2106 or 21 06·EZ if

required. (See instructions.) ~

Tax preparation fees .

Other expenses - investment, safe deposit box, etc. List

type and amount ~ _

.s~e_ .st..a..t~l!!.ell! _~ -;-;;;.;;...+- __ -..;;~~~

Add lines 21 through 23 .

Enter amount from Form 1040, line 38. . . . .. 25 737 502.

Multiply line 25 by 2% (.02) a...;:,::;.....L -=-..;,£.,.,;..;;.,;;".;".

o.

o.

"

29 Is Form 1040, line , over

married filing separately)?

o No. Your deduction is not limited. Add the amounts in the far right column for lines 4 through 28. Also, enter this amount on Form 1040, line 40.

[R]Yes. Your deduction may be limited. See instructions for the amount to enter.

30 If elect to itemize deductions even

BAA For Paperwork Reduction Act Notice, see Form 1040 instructions.

FDIA0301 L 03/05/09

Schedule A (Form 1040) 2008

Schedule B

Name(s) shown on Form 1040.

Gene Land Aub

2008

S Locke

Schedule B - Interest and Ordinary Dividends

2


Part I Interest

(See instructions for Form 1040, line 8a.)

Note. If you received a Farm 1099·INT, Form 1099·010, or substitute statement from a brokerage firm, list the firm's name as the payer and enter the total interest shown on that form.

List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer's social security number and address. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ~

_~~~_~a~~ _

M<ir_e~~ _& _ ~u..F!1.!,_1~P _

Y!im~~~I~~e!~~~£~i~~n~~ _

Shell Federal Credit Union

-------------------------------------------

Amount

175.

5,649.

2.

15.

8.

-------------------------------------------+--1--------

2 Add the amounts on line 1 .

3 Excludable interest on series EE and I U.S. savings bonds issued after 1989.

Attach Form 8815 .

4 Subtract line 3 from line 2. Enter the result here and on Form 1040, line 8a ~

Note. If line 4 is over $1,500, you must complete Part III.

5 List name of payer. ... ~ _

_An<ir_e~~ .§ _ ~'!F!1.!,_1~P _

Charles Schwab

-------------------------------------------

2 5,849.

3
4 5,849.
Amount

2,094.
2 440.
1 024. 5

Part II Ordinary Dividends

(See instructions for Form 1040, line 9a.)

Note. If you received a Form 1099·DIVor substitute statement from a brokerage firm, list the firm's name as the payer and enter the ordinary dividends shown on that form.

Note. If line 6 is over $1,500, you must loUllIl-',e,e Part III.

-------------------------------------------+--I----~~~-

6 Add the amounts on line 5. Enter the total here and on Form 1040, line 9a. . . . . . . . . . . . .. ~ 6 5,558.

You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; or (b) had a

foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust. Yes

Part III Foreign Accounts and Trusts

(See instructions.)

No

"

7a At any time during 2008, did you have an interest in or a signature or other authority over a financial account in a foreign country, such as a bank account, securities account, or other financial account? See instructions

for exceptions and filing requirements for Form TD F 90-22.1 .

b If 'Yes: enter the name of the foreign country. ~ _

8 During 2008, 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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X

BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. FDIA0401L 09/25/08 Schedule B (Form 1040) 2008

SCHEDULE D (Form 1040)

OMS No. 1545·0074

Department of the Treasury

Internal Revenue Service (99)

Capital Gains and Losses

~Attach to Form 1040 or Form 1040NR. ~See Instructions for Schedule 0 (Form 1040). ~ Use Schedule 0-1 to list additional transactions for lines 1 and 8.

2008


Name(s) shown on return

Your social security number

Locke

(b) Date acquired (C) Date sold (d) Sales price (e) Cost or other basis (f) Gain or (loss)
(Mo, day, yr) (Mo, day, yr) (see instructions) (see instructions) Subtract (e) from (d)
22 000. -2 936.
8.345 shs Vanguard Int
112. -9.
3,873 shs Leuthold
44 328. -16 509.
1,358 shs Vanguard
18 24l. -1 226. 2 Enter your short-term totals, if any, from Schedule D-1, line 2 .. 1--=-- ...... ------ 3 Total short-term sales price amounts. Add lines 1 and 2 in

column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1..-3=--'-- __ ...;;..;;;..c..;;..;;.;;;;..;.

4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684,6781, and 8824 1--"'-1f---------

5 Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 1--=--1f--------

6 Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover

Worksheet in the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1--=--1f--------

7 Net short-term Combine lines 1 h 6 in column .

I PaH:'II~~'~;:1 Long-Term Capital Gains and Losses - Assets Held More Than One Year

(d) Sales price (e) Cost or other basis (f) Gain or (loss)
(see instructions) (see instructions) Subtract (e) from (d)
8 1,593
413. 27 976. -2 563.
2,420 shs TCW Galileo
327. 42 976. 1 35l.
1,362 shs Vanguard
584. 14 843. -2 259.
2,439 shs Vanguard
096. 32 294. -2 198. 9 Enter your long-term totals, if any, from Schedule D-1, line 9 .

1 0 J~I~~I~(9)~~~~. ~~~~~ .~~i~~. ~~~~n.t~ .•. ~~~. "" ~. ~~~. ~. i.~ 1.."'-1 O~L.-_""';;;;';;;;';;;":"';;';;;;'';;''';''

15 Net long-term capital gain or (loss). Combine lines 8 through 14 in column (t). Then go to Part Ilion

2................................................................................................ 15

Reduction Act

ee, see Form 1040 or Form 1040NR

-607.

Schedule 0 (Form 1040)

FDIA0612L 11/08/08

Summary

-21 287.

16 Combine lines 7 and 15 and enter the result. .

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.

• A loss, skip lines 17 through 20 below. Then go to line 21. Also be sure to complete line 22.

• Zero, skip lines 17 through 21 below and enter -0- on Form 1040, line 13, or Form 1040NR, line 14.

Then to go line 22.

17 Are lines 15 and 16 both gains?

o Yes. Go to line 18.

o No. Skip lines 18 through 21, and go to line 22.

18 Enter the amount, if any, from line 7 of the 28% Rate Gain Worksheet in the instructions. ~

19 Enter the amount, if any, from line 18 of the Unrecaptured Section 1250 Gain Worksheet in

the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ~

20 Are lines 18 and 19 both zero or blank?

o Yes. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete the Qualified Dividends and Capital Gain Tax Worksheet in the Instructions for Form 1040 (or in the Instructions for Form 1040NR). Do not complete lines 21 and 22 below.

o No. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete the Schedule D Tax Worksheet in the instructions. Do not 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:

• •

~;;,~~~~, °o~ ~~n:~~i~~ filing separately, ($1,500) } .

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 lOb?

~ Yes. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete the Qualified Dividends and Capital Gain Tax Worksheet in the Instructions for Form 1040 (or in the Instructions for Form 1040NR).

o No. Complete the rest of Form 1040 or Form 1040NR.

Schedule D (Form 1040) 2008

"

FDIA0612L 11108/08

SCHEDULE E (Form 1040)

Supplemental Income and Loss

(From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc) ~ Attach to Form 1040, 1040NR, or Form 1041. ~ See Instructions for Schedule E (Form 1040).

OMS No. 1545-0074

2008

estate property listed on line 1, did you r----if-'-'-'-t--'or your family use it during the tax year for personal purposes for more than the greater of:

• 14 days, or

• 10% of the total days rented at fair rental value?

(See instructions.)

B

A

Income:

3 Rentsrece~ed ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

received .

5 Advertising 'I--':--;~~~~~~~~~~~~~~~~~~~~~~_

6 Auto and travel (see instructions) ~~~~~~~~~~~~~~~~~~~~~~~~_

7 Cleaning and maintenance I--':---Ir--~~~~~~~~~~~~~~~~~~~~~-

8 Commissions ~~I-~~~~~~~~~~~~~~~~~~~~~_

9 Insurance I-:-':--;I-~~~~~~~~~~~~~~~~~~~~~_

10 Legal and other professional fees ~~I-~~~~~~~~~~~~~~~~~~~~~_

11 Management fees t--'-'--il-~~~~~~-t-~~~~~~~t-~~~~~~-

12 Mortgage interest paid to banks, etc

(see instructions) I--'-'~f--~~~~~~-+-~~~~~~~t-~~~~~~-

13 Other interest ~~I-~~~~~~~~~~~~~~~~~~~~~_

14 Repairs t-:-:::--1I-~~~~~~-t-~~~~~~~t-~~~~~~-

15 Supplies ~:--;~~~~~~~+-~~~~~~+-~~~~~~_

16 Taxes ~~I-~~~~~~-+~~~~~~~+-~~~~~~_

17 Utilities t--'-'--II-~~~~~~-+~~~~~~~t-~~~~~~-

18 Other (list) ~

J!}~<glg:!:.b}~ _oJ1~1}Eq =Cg~(s= =

19 Add lines 5 through 1 ~~~~~~~~~+-~~~~~~+-~~~~~~~~~~~~~~~~5~.

20 Depreciation expense or depletion

(see instructions) !-=~I-~~~~~~+~~~~~~~t-~~~~~~- 76.

21 Total expenses. Add lines 19 and 20 .. 'I-=-~I-~~~~---=::"::"'+~~~~~~~~~~~~~~_ 22 I ncome or (loss) from rental real estate or royalty properties. Subtract line 21 from line 3 (rents) or line 4 (royalties). If the result is a (loss), see instructions to find out if you must

file Form 6198 r2;;;.;:2~~~~~---::;2~6~8...:..+-~~~~~~+-~~~~~_

23 Deductible rental real estate loss.

Caution. Your rental real estate loss on line 22 may be limited. See instructions to find out if you must file Form 8582. Real estate professionals

must complete line 43 on page 2 L..2;;;.3;;......<~~_~~~r-- -:- _

24 Income. Add positive amounts shown on line 22. Do not include any losses ~:'-t-~~~~---,2::..6..:....::.8...o..'

25 Losses. Add royalty losses from line 22 and rental real estate losses from line 23. Enter total losses here .

26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter the result here. If Parts II, III, IV, and line 40 on page 2 do not apply to you, also enter this amount on Form 1040, line 17, or Form 1040NR, line 18. Otherwise, include this amount

in the total on line 41 on . . . . . . . . . . . . . . . . . . . . . . .. . . . . .. .. . . . . . . .. .. .. . . . .. . . . . . . . . .. .. . . . . . . . . . . . . . . . . . . 26

268.

BAA For Paperwork Reduction Act Notice, see instructions. FDIZ2301L 11108108

Schedule E (Form 1040) 2008

Schedule E Form 1040) 2008

Pa e2

Name(s) shown on return. Do not enter name and social security number if shown on Page 1.

K-1.

27 Are you reporting any loss not allowed in a prior year due to the at-risk or basis limitations, a prior year unallowed

loss from a passive activity (if that loss was not reported on Form 8582), or unreimbursed partnership expenses? .. IRl Yes

If 'Yes' see instructions before this section.

28

(a) Name

(b) Enter P C

for partnership; (c) heck if foreign

S for S partnership

(d) Employer identification number

(e) Check if any amount is not at risk

(f) Passive loss allowed (attach Form 8582 if required)

(g) Passive income from Schedule K·1

29a Totals .

b Totals '-- _

30 Add columns (g) and (j) of line 29a r=--t---"="':7-=-:~

31 Add columns (f), (h), and (i) of line 29b ~=--t-----.;:;~..;;;.;;~

32

(c) Passive deduction or loss allowed (attach Form 8582 if required)

(d) Passive income from Schedule K·1

34a Totals .

bTotals '-- _

35 36

37

Net farm rental income or (loss) from Form 4835. Also, complete line 42 below j--:=-+- _

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 ~

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 8; Schedule K-1 (Form 1120S), box 17, code T; and Schedule K-1

(Form 1041), line 14, code F (see instructions) .

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 I estate activities

in which material I under the loss rules .

BAA

FDIZ2302L 06/04/08

Schedule E (Form 1040) 2008


Self-Employment Tax

No. 1545·0074

SCHEDULE SE (Form 1040)

Gene L Locke

Social security number of person with self-employment income •

• Attach to Form 1040. • See Instructions for Schedule SE (Form 1040).

Name of person with self-employment income (as shown on Form 1040)

Who Must File Schedule SE

You must file Schedule SE if:

• You had net earnings from self-employment from other than church employee income (line 4 of Short Schedule SE or line 4c of Long Schedule SE) of $400 or more, or

• You had church employee income of $108.28 or more. Income from services you performed as a minister or a member of a religious

order is not church employee income (see instructions).

Note. Even if you had a loss or a small amount of income from self-employment, it may be to your benefit to file Schedule SE and use either 'optional method' in Part II of Long Schedule SE (see instructions).

Exception. If your only self-employment income was from earnings as a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361 and received IRS approval not to be taxed on those earnings, do not file Schedule SE. Instead, write 'Exempt - Form 4361' on Form 1040, line 57.

May I Use Short Schedule SE or Must I Use Long Schedule SE?

Note. Use this flowchart only if you must file Schedule SE. Ifunsure, see Who Must File Schedule SE, above.

Did you receive wages or tips in 2008?

, No ! Yes
Are you a minister, member of a religious order, or Yes Was the total of your wages and tips subject to social Yes
Christian Science practitioner who received IRS approval -+ -+
not to be taxed on earnings from these sources, but you security or railroad retirement (tier 1) tax plus ~our net
owe self-employment tax on other earnings? earnings from self -employment more than $10 ,OOO?
No No
Are you using one of the optional methods to figure your p:: Did you receive tips subject to social security or Medicare ~
net earnings (see instructions)? tax that you did not report to your employer?
No No
Did you receive church employee income reported on ~ ~Did you report any wages on Form 8919, Uncollected ~
Form W-2 of $108.28 or more? Social Security and Medicare Tax on Wages?
No
You may use Short Schedule SE below You must use Long Schedule SE on page 2 I
.. Section A - Short Schedule SE. Caution. Read above to see if you can use Short Schedule SE.

1 a Net farm profit or (loss) from Schedule F, line 36, and farm partnerships, Schedule K-1 (Form 1065),

box 14, code A Se.e .. Statement .. 3 I--:....=...f-------

b If you received social security retirement or disability benefits, enter the amount of Conservation Reserve Program payments included on Schedule F, line 6b, or listed on Schedule K-1 (Form 1065), box 20,

code X t-1.:,;b::..r _

2 Net profit or (loss) from Schedule C, line 31; Schedule C-EZ, line 3; Schedule K-1 (Form 1065), box 14 code

A (other than farming); and Schedule K-1 (Form 1065-8), box 9, code J1. Ministers and members of ""~I'" IU"I

orders, see instrs for types of income to report on this line. See instrs for other income to report .

~~---~~~~

3 Combine Ins 1 a, 1 b & 2 1-::"""+- __ """:::"::""::""<"":::'=::"":'"

4 Net earnings from self-employment. Multiply line 3 by 92.35% (.9235). If less than $400, do not file

this schedule; you do not owe self-employment tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . '~

Schedule SE (Form 1040) 2008

5 Self-employment tax. If the amount on line 4 is:

• $102,000 or less, multiply line 4 by 15.3% (.153). Enter the result here and on Form 1040, line 5}.

• More than $102,000, multiply line 4 by 2.9% (.029). Then, add $12,648 to the result. Enter the .

total here and on Form 1040, line 57.

6 Deduction for one-half of C~IIT_~mr'In1~m~nT tax. Multiply line 5 by 50% (.5).

Enter the result here and 27. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

17

BAA For Paperwork Reduction Act Notice, see Form 1040 instructions.

FDIAll01L 09/04/08

Form 1116

OMB No. 1545·0121


Foreign Tax Credit (Individual, Estate, or Trust)

~ Attach to Form 1040, 1040NR, 1041, or 990-T. ~ See separate instructions.

2008

Gene Land

Name

Use a separate Form 1116 for each category of income listed below. See Categories of Income in the instructions. Check only one box on each Form 1116. Report all amounts in U.S. dollars except where specified in Part II below.

a [R] Passive category income c D Section 901 (j) income e D Lump-sum distributions

b D General category income d D Certain income re-sourced by treaty

g Enter the name of the foreign country or

U.S. possession .

1 a Gross income from sources within country shown above and of the type checked above (see instructions):

See Statement 4

1

b Check if line 1 a is compensation for personal services as an employee, your total compensation from all sources is

$250,000 or more, and used an alternative basis to

determine its source i .

Deductions and losses (Caution: See instructions): 2 Expenses definitely related to the income on line 1 a

(attach statement) .

3 Pro rata share of other deductions not definitely related:

a Certain itemized deductions or standard deduction

(see instructions) I---......:.....<....:::.=:....:..t-------+_------

b Other deductions (attach statement) I- __ -=--::-~-+------_+------

c Add lines 3a and 3b. I-----'-"r....::..~-'-t------_+------

d Gross foreign source income (see instructions) I----=.r....::.;.;:,.;:...:.+-------+_------

e Gross income from all sources (see instructions) I-.....,.~;;..;;.~~;...;..+- +_------

f Divide line 3d by line 3e (see instructions) I--=..:..;:..;:.;=~:-+-------+_------

g Multiply line 3c by line 3f ..

4 Pro rata share of interest expense (see instructions): a Home mortgage interest (use worksheet in

the instructions) 1- +- +_------

b Other interest expense I-------t-------+_------

5

(k) Dividends

(m) Interest

(n) Other foreign taxes paid or accrued

(0) (p) Rents &

Dividends royalties

188.

(q) Interest

(r) Other foreign taxes paid or accrued

(s) Total foreign taxes paid or accrued (add columns (0) through (r»

Taxes withheld at source on:

(I) Rents & royalties

2 .

BAA For Paperwork Reduction Act Notice, see separate instructions.

Form 1116 (2008)

FDIZ2612L 12109/08

Form 1116 (2008) Gene L and Aubrey S Locke

Page 2

I Padllli Figuring the Credit

9 Enter the amount from line 8. These are your total foreign taxes paid or accrued

for the category of income checked above Part I 1-9=--1- ----'=..::..:...

10 Carryback or carryover (attach detailed computation) ~10=--f- _

11 Add lines 9 and 10 1-1..:...1:.......t =.1=..8=..8..:....

12 Reduction in foreign taxes (see instructions) L...;.;12;;;....L..- _

13 Subtract line 12 from line 11. This is the total amount of foreign taxes available for credit (see instructions) ...

14 Enter amount from line 7. This is your taxable income or (loss) from sources outside the United States (before adjustments) for the category of income

checked above Part I (see instructions) 1-'-14-'--1-- ---';...r....;...;..~

15 Adjustments to line 14 (see instructions) ~=--I- _

16 Combine the amounts on lines 14 and 15. This is your net foreign source taxable income. (If the result is zero or less, you have no foreign tax credit for the category of income you checked above Part I. Skip lines 17 through 21. However,

if you are filing more than one Form 1116, you must complete line 19.) ~16';;""1- """;;"':"'';'';'''::'':'''

17 Individuals: Enter the amount from Form 1 040, line 41 (minus any amount on Form 8914, line 2). If you are a nonresident alien, enter the amount from Form 1040NR,

line 38 (minus any amount on Form 8914, line 2). Estates and trusts: Enter your taxable income without the deduction

for your exemption L....:.17:.....L..- __ ......;;.=..::..c....::...:.-=...:..

Caution: If you figured your tax using the lower rates on qualified dividends or capital gains, see instructions.

18 Divide line 16 by line 17. If line 16 is more than line 17, enter '1' .

19 Individuals: Enter the amount from Form 1040, line 44. If you are a nonresident alien, enter the amount from Form 1040NR, line 41.

Estates and trusts: Enter the amount from Form 1041, Schedule G, line 1 a, or the total of Form 990-T,

lines 36 and 37. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ~19:.......t 1;;;.8;;..4=-:...S;;..1;;;.9;...;....

Caution: If you are completing line 19 for separate category e (lump-sum distributions), see instructions.

20 Multiply line 19 by line 18 (maximum amount of credit) 1-=20=--jf- -=-S..::.3..::.S....:.....

21 Enter the smaller of line 13 or line 20. If this is the only Form 1116 you are filing, skip lines 22 through 26 and enter this amount on line 27. Otherwise, complete the appropriate

line in Part IV i .

188

21

188.

Summary of Credits From Separate Parts III (see instructions)

22 Credit for taxes on passive category income 1-==--11---------'=..::...:..

23 Credit for taxes on general category income 1--"'-;;;......1-- _

24 Credit for taxes on certain income re-sourced by treaty 1-=-'--1- _

25 Credit for taxes on lump-sum distributions '--"''''---'-- _

26 Add lines 22 through 25 .

27 Enter the smaller of line 19 or line 26 I--"'-'--II-- ---';;..;;...~

28 Reduction of credit for international boycott operations. See instructions for line 12 I-=~I- _

29 Subtract line 28 from line 27. This is F

188.

n tax credit. Enter here and on Form 1040, line 47;

40a 29

Form 1116 (2008)

FDIZ2612L 12109/08

188.

Form 1116

Foreign Tax Credit (Individual, Estate, or Trust)

• Attach to Form 1040, 1040NR, 1041, or 990-T. • See separate instructions.

OMB No. 1545·0121

Gene L

S Locke


Name

Use a separate Form 1116 for each category of income listed below. See Categories of Income in the instructions. Check only one box on each Form 1116. Report all amounts in U.S. dollars except where specified in Part II below.

a 0 Passive category income c 0 Section 901 (j) income e 0 Lump-sum distributions

b [R] General category income d 0 Certain income re-sourced by treaty

g Enter the name of the foreign country or

U.S. possession .

1 a Gross income from sources within country shown above and of the type checked above (see instructions):

~~d~~~~~y~!~~_~LJ _

1

b Check if line 1a is compensation for personal services as an employee, your total compensation from all sources is

$250,000 or more, and used an alternative basis to

determine its source .

Deductions and losses (Caution: See instructions): 2 Expenses definitely related to the income on line 1 a

(attach statement) Se.e .. S t, .5 ..

3 Pro rata share of other deductions not definitely related:

a Certain itemized deductions or standard deduction

(see instructions) 1-----'--'-";;...;:...:;..;.;-------+-------1

b Other deductions (attach statement) I----::'--::":""'::--ir-------t------

C Add lines 3a and 3b I---....:....!~~-+------t-------

d Gross foreign source income (see instructions) I- __ -=~=-=-;:;",;,+- +_------

e Gross income from all sources (see instructions) I-~~~"/,,,;~.;...;,;-------+_------

f Divide line 3d by line 3e (see instructions) I--..:::..;..;.,;;.,;;;,;;;,,;,.,~+-------+------

g Multiply line 3c by line 3f .

4 Pro rata share of interest expense (see instructions): a Home mortgage interest (use worksheet in

the instructions) 1- +- -+- _

b Other interest expense I--------!--------+-------

5

(k) Dividends

(m) Interest

(n) Other foreign taxes paid or accrued

(q) Interest

(r) Other foreign taxes paid or accrued

(I) Rents & royalties

(0) (p) Rents &

Dividends royalties

(s) Total foreign taxes paid or accrued (add columns (0) through (r»

Taxes withheld at source on:

"

2. .

48.

Form 1116 (2008)

FDIZ2612L 12109/08

Gene Land

Locke

2

9 Enter the amount from line 8. These are your total foreign taxes paid or accrued

for the category of income checked above Part I. 1-9.::....-t--------=..::....:...

10 Carryback or carryover (attach detailed computation) See. Stmt .. 6 .. ~1..;.O-+ .......;;....;..

11 Add lines 9 and 10 t--'-11~r- ""::"':::"":'"

12 Reduction in foreign taxes (see instructions) L....,;,12;;;....1.... _

13 Subtract line 12 from line 11. This is the total amount of foreign taxes available for credit (see instructions) ...

51.

14 Enter amount from line 7. This is your taxable income or (loss) from sources outside the United States (before adjustments) for the category of income

checked above Part I (see instructions) ~-=--t-----=.:::..!...::....::..::....:...

15 Adjustments to line 14 (see instructions) ~=-t--------

16 Combine the amounts on lines 14 and 15. This is your net foreign source taxable income. (If the result is zero or less, you have no foreign tax credit for the category of income you checked above Part I. Skip lines 17 through 21. However,

if you are filing more than one Form 1116, you must complete line 19.) j-o.:..:.....+- -=.:::..!...::....::..::....:...

17 Individuals: Enter the amount from Form 1040, line 41 (minus any amount on Form 8914, line 2). If you are a nonresident alien, enter the amount from Form 1040NR, line 38 (minus any amount on Form 8914, line 2). Estates and trusts: Enter your taxable income without the deduction

for your exemption L.....,;.17;.....:L..- _

Caution: If you figured your tax using the lower rates on qualified dividends or capital gains, see instructions.

18 Divide line 16 by line 17. If line 16 is more than line 17, enter '1' .

19 Individuals: Enter the amount from Form 1040, line 44. If you are a nonresident alien, enter the amount from Form 1040NR, line 41.

Estates and trusts: Enter the amount from Form 1041, Schedule G, line 1 a, or the total of Form 990-T,

lines 36 and 37 ~19;......; _

Caution: If you are completing line 19 for, separate category e (lump-sum distributions), see instructions.

20 Multiply line 19 by line 18 (maximum amount of credit) i-=20.::....-1- _

21 Enter the smaller of line 13 or line 20. If this is the only Form 1116 you are filing, skip

lines 22 through 26 and enter this amount on line 27. Otherwise, complete the appropriate

line in Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Summary of Credits From Separate Parts III (see instructions)

22 Credit for taxes on passive category income I-""~t--------

23 Credit for taxes on general category income i-==-t--------

24 Credit for taxes on certain income re-sourced by treaty I-""-'-t--------

25 Credit for taxes on lump-sum distributions L...==-L..- _

26 Add lines 22 through 25 i-=~r--------

27 Enter the smaller of line 19 or line 26 i-=.:....-t--------

28 Reduction of credit for international boycott operations. See instructions for line 12 i-==-t--------

29 Subtract line 28 from line 27. This is your foreign tax credit. Enter here and on Form 1040, line 47;

Form 1040NR line Form 1041 Schedule line 2a' or Form 990-T line 40a .

Form 1116 (2008)

'.

FD I Z2612L 12109/08

Form 3800

General Business Credit

OMS No. 1545·0895



~ See separate instructions. ~ Attach to your tax return.

Important: You may not be required to complete and file a separate credit form (shown in parentheses below) to claim the credit. For details, see the instructions.

, a Investment credit (Form 3468, Part II only) (attach Form 3468) ~':....:a=+ _

b Welfare-to-work credit (Form 8861) I-';..:b=-t--------

c Credit for increasing research activities (Form 6765) I-,:....c~ _

d Low-income housing credit (Form 8586, Part I only) (enter EIN if claiming this credit from a

pass-through entity: ) I---=':....:d=+- _

e Disabled access credit (Form 8826) (do not enter more than $5,000) f-':....e=+ _

f Renewable electricity production credit (Form 8835, Part I only) 1-':....'=-+ _

9 Indian employment credit (Form 8845) f-':....;i g;Lf--------

h Orphan drug credit (Form 8820). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. I---='....:.h=+- _

i New markets credit (Form 8874) (enter EIN if claiming this credit from a

pass-through entity: ) I-'.:..:i=-+ _

j Credit for small employer pension plan startup costs (Form 8881) (do not enter more than $500) f-'.:.,oj4---------

k Credit for employer-provided child care facilities,JInd services (Form 8882) (enter EIN if claiming this

credit from a pass-through entity: _ _ :' 1-';..:k~ 8=-4~.

I Biodiesel and renewable diesel fuels credit (attach Form 8864) 1-':....:1'-+- _

m Low sulfur diesel fuel production credit (Form 8896) I-':....:m,... _

n Distilled spirits credit (Form 8906) I-':....:n-=+- _

o Nonconventional source fuel credit (Form 8907) I-'.:..:0=-t---------

p Energy efficient home credit (Form 8908) I-':..JI D4- _

q Energy efficient appliance credit (Form 8909) 1-';..:1 CI:y... _

r Alternative motor vehicle credit (Form 8910) (enter EIN if claiming this credit from a

pass-through entity: ) I-':...:r+ _

s Alternative fuel vehicle refueling property credit (Form 8911) f-';..:s=+ _

t Credits for affected Midwestern disaster area employers (Form 5884-A) I-'.:..:t:...j- _

u Mine rescue team training credit (Form 8923) I---=':....:u=+ _

v Agricultural chemicals security credit (Form 8931) I-':...;v:...j- _

w Credit for employer differential wage payments (Form 8932) I-':...;w:!f---------

x Carbon dioxide sequestration credit (Form 8933) I-':"':x~ _

y Credit for contributions to selected community development corporations (Form 8847) 1-':...,v4---------

z General credits from an electing large partnership (Schedule K-1 (Form 1 065-B» I-'.:..;z=-t---------

2 Add lines 1a through 1z i--=2=--i1- ..::8-=4~.

3 Passive activity credits included on line 2 (see instructions) 1---=3=---+- _

4 Subtract line 3 from line 2 1--=4::..-+- .....:::.8..:4..:.....

5 Passive activity credits allowed for 2008 (see instructions) 1---=5=---+- _

6 Carryforward of general business credit to 2008. See instructions for the schedule to attach 1---=6=---+- _

7

Carryback of general business credit from 2009 (see instructions) ~7~+- _

8 Current year credit. Add lines 4 through 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

84.


Form 3800 (2008)

FD I Z0513L 12105/08

Gene Land

S Locke

e 2

9 Regular tax before credits:

• Individuals. Enter the amount from Form 1040, line 44 or Form 1040NR, line 41 .

• Corporations. Enter the amount from Form" 20, Schedule J, line 2; or the applicable line of

your return .

• Estates and trusts. Enter the sum of the amounts from Form 1041, Schedule G, lines 1 a and

1 b, or the amount from the applicable line of your return .

10 Alternative minimum tax:

• Individuals. Enter the amount from Form 6251, line 36. }

• Corporations. Enter the amount from Form 4626, line 14. . . . . .. .. . . . . . . . . . . . . . . . . . . . . .

• Estates and trusts. Enter the amount from Schedule I (Form 1041), line 56 .

11

Add lines 9 and 10 .

184 519.

12a Foreign tax credit 1--'-12=al- 1~8~8...;....

b Personal credits from Form 1040, lines 48 through 54 (or Form 1040NR, lines

45 through 49) (see instructions) t--'-=t--------

c Credit from Form 8834 1--='=1- _

d Non-business alternative motor vehicle credit (Form 8910, line 18) t--'-=t--------

e Non-business alternative fuel vehicle refueling property credit (Form 8911,

line 19) L......:.;12::..e;;;.J...- _

Add lines 12a through 12e 1-'-'''-'-1-------'--'-'-

13

Net income tax. Subtract line 12f from line 11. If zero, skip lines 14 through 17 and enter -0- on line 18a ..

14 Net regular tax. Subtract line 12f from line 9. If zero or less, enter -0- .

15 Enter 25% (.25) of the excess, if any, of line 14 over $25,000 (see instructions) .

16 Tentative minimum tax:

• Individuals. Enter the amount from Form 6251, line 34 }

• Corporations. Enter the amount from Form 4626, line 12.. . .. .. . . . . .... L.......O-"'--L..- __ ----"'--''-'-''--''--''-'-

• ~31~\~~i~~d5t.~~t.s .. ~~~~~ "" ~~~U~.t.fro.~.~~h.~~~I.e. ~ .(:.~r.~ .

17 Enter the greater of line 15 or line 16. .

18a Subtract line 17 from line 13. If zero or less, enter -0- .

b For a corporation electing to accelerate the research credit, enter the bonus depreciation amount

attributable to the research credit. (see instructions) .

c Add lines 18a and 18b .

19a Enter the smaller of line 8 or line 18c .

Individuals, estates, and trusts: See the instructions for line 19a if claiming the research credit. C corporations: See the line 19a instructions if there has been an ownership change, acquisition, or reorganization.

b Enter the smaller of line 8 or line 18a. If you made an entry on line 18b, go to line 19c; otherwise, skip

line 19c .

c Subtract line 19b from line 19a. This is the refundable amount for a corporation electing to accelerate the

research credit. Include this amount on line of Form" 20 the licable line of

FDIZ0513L 12105/08

184

84.

Form 3800 (2008)

Note. If

24 and enter -0- on line 25.

20

21 Enter the greater of line 15 or line 20. t-=2.:..1 -1---------

22 Subtract line 21 from line 13. If zero or less, enter -0- t-=22=-I- _

24

Enter the amount from Form 8844, line 10 or line 12 .

Subtract line 19b from line 22. If zero or less, enter -0- t-=23=-1- _

23

25 Empowerment zone and renewal community employment credit allowed. Enter the smaller of line 23 or

line 24 .

26 Subtract line 15 from line 13. If zero or less, enter -0- 1-2;;;;,6~1-- _

27

27

Add lines 19b and 25 .

28 Subtract line 27 from line 26. If zero or less, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 28

29a Enter the investment credit from Form 3468, Part III, line 18 (attach

Form 3468) 1-'2::,:9:...,:a'+- _

b Enter the work opportunity credit from Form 5884, line 10 or line 12 t-=~I--------

c Enter the alcohol and cellulosic biofuel fuels credit from Form 6478, line 15 or

line 17. t-=::...=..I--------

d Enter the low-income housing credit from Form 8586, Part II, line 18 or

line 20. t-=::....::;I--------

e Enter the renewable electricity, refined coal, and Indian coal production credit

from Form 8835, Part II, line 36 or line 38 t-=29::...=..el- _

Enter the credit for employer social security and Medicare taxes paid on

certain employee tips from Form 8846, line 12 1-2::.9::,.f+ _

9 Enter the qualified railroad track maintenance credit from Form 8900,

line 12 '-'2::.9:....1<.1 _

30 Add lines 29a through 29g .

31 Enter the smaller of line 28 or line 30. .

32 Credit allowed for the current year. Add lines 27 and 31. .

Report the amount from line 32 (if smaller than the sum of lines 8, 24 and 30, see instructions) as indicated below or on the applicable line of your return:

• Individuals. Form 1040, line 54 or Form 1040NR, line 49 }

• Corporations. Form 1120, Schedule J, line 5c.................................... . L..::;=-L.- 8::....;;,4~ •

• Estates and trusts. Form 1041, Schedule G, line 2c .

FDIZ0513L 12105/08

Form 3800 (2008)

Form4684

Casualties and Thefts

~ See separate instructions. ~ Attach to your tax return.

~ Use a separate Form 4684 for each casualty or theft.


OMS No. 1545·0177

2008

Attachmen~o. 26

Gene Land

Name(s) shown on tax return

SECTION A - Personal Use Property (Use this section to report casualties and thefts of property not used in a trade or business or for income-producing purposes.)

1 Description of properties (show type, location, and date acquired for each property). Use a separate line for each property lost or damaged from the same casualty or theft.

Property A Hurrican Ike damage to house 2/01/2002

Property B _

Property C _

Property D ~================================

2 Cost or other basis of each property ....

~~r---~~~~~-------~------_r-------

3 Insurance or other reimbursement (whether or not you filed a claim)

(see instructions) .

Note: If line 2 is more than line 3, skip line 4.

4 Gain from casualty or theft. If line 3 is more than line 2, enter the difference here and skip lines 5 through 9 for that column. See instructions if line 3 includes insurance or other reimbursement

you did not claim, or you received payment for

your loss Ina ~~r~xyear ~~~---~-~-~-------~-------~-------~

5 F~rmMk~v~~b~ore~~~~w~~ ~~~--~~~~~~-------~-------~ ~

6 F~rma~~v~ueafter~su~~w~eft ~~~--~~~~~~-------~-------~-------~

7 Subtract line 6~om line 5 ~~~---~~~~~-------~-------~-------~

8 Enter the smaller of line 2 or line 7 .

r-~+----~~~~-------r_------_r-------

9 Subtractln3~omlnl ~zerow~s~en~r-~ .. ~~~ ~~~~~ ~ ~-~---~~~~~

10 Casualty or theft loss. Add the amounts on line 9 in columns A through D t--'-.::....-t----...::....::...L...::....:....~

11 Enter the smaller of line 10 or $100. But if the loss arose in a Midwestern disaster area because of a

specified major disaster, enter -0-. See the instructions for a list of specified major disasters r-:---t-----::-::---:=-=-::--'-

12 Subtract line 11 from line 10 I--'-=-t----...::....::...L....:::....:...~

Caution: Use only one Form 4684 for lines 73 through 24.

13 Add the amounts on line 12 of all Forms 4684 1--'-=--r_---5::..6:::...<.....::.5..:.,7..=1'-'-.

14 Add the amounts on line 4 of all Forms 4684 1--'--'-+- _

15 • If line 14 is more than line 13, enter the difference here and on Schedule D. Do not}

complete the rest of this section (see instructions).

• If line 14 is less than line 13, enter -0- here and go to line 16 .

• If line 14 is equal to line 13, enter -0- here. Do not complete the rest of this section.

16 If line 14 is less than line 13, enter the difference .

17 Add the amounts on line 12 of all Forms 4684 on which you entered a loss attributable to a federally declared disaster. .

18a Is line 17 more than line 147

[R] Yes. Enter the difference. If you are filing Schedule A (Form 104D), go to line 19. Otherwise, enter this amount on line 6 of the Standard Deduction Worksheet-line 40 in the Form 104D instructions. Also, check the box on line 39c of Form 104D. If your standard deduction also includes the deduction for state or local real estate taxes, go to line 18b. Otherwise, do not complete the rest of Section A. Form 104DNR filers, see instructions.

o No. enter ·D-. If you claim the standard deduction, do not complete the rest of Section A 1--'-18::..a=-t- --=5....::6:...L....:5:..7.:....1~.

b If your standard deduction includes the deduction for state or local real estate taxes, check this box and

do not complete the rest of Section A. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ~ 0

19 Subtract line 18a from line 16 I--'-=--t--------

20 Add the amounts on line 12 of all Forms 4684 on which you entered -0- on line 11 I-"'-.::....-t--------

21 Is line 20 less than line 197

[R] No. enter the amount from line 16 on Schedule A (Form 104D), line 2D, or Form 104DNR, Schedule A, line 8. Estates and trusts enter the amount from line 16 on the 'Other deductions' line of your tax return. Do not complete the rest of Section A.

o Yes. Subtract line 2D from line 19 I-=~+- _

22 Enter lD% of your adjusted gross income from Form 104D, line 38, or Form 104DNR, line 36. Estates and trusts, see instructions ~=-t--------

23 Subtract line 22 from line 21. If zero or less, enter -0- 1-=""---+- _

24 Add lines 18a, 20, and 23. Also enter the result on Schedule A (Form 1040), line 20, or Form 1040NR,

Schedule line 8. Estates and enter the result on the 'Other deductions' line of tax return .....

19 000.

o.

24

BAA For Paperwork Reduction Act Notice, see the instructions.

FDIZ0901 L 12104/08

Form 4684 (2008)

Form 6251

OMS No. 1545·0074


I nternal Revenue Service (99)

.. See separate instructions.

.. Attach to Form 1040 or Form 1040NR.

Alternative Minimum Tax - Individuals

2008

If filing Schedule A (Form 1040), enter the amount from Form 1040, line 41 (minus any amount on Form 8914, line 2), and go to line 2. Otherwise, enter the amount from Form 1040, line 38 (minus any amount on

Form 8914, line 2), and go to line 7. (If less than zero, enter as a negative amount.) I--=--I-----=:.:.::..c.....:::...:...:...:....

2 Medical and dental. Enter the smaller of Schedule A (Form 1040), line 4 or 2.5% (.025) of Form 1040, line

38. If zero or less, enter -0- 1-=--1- _

3 Taxes from Schedule A (Form 1040), line 9 t-"--t----..;;;;...;"""'--':....:...~

4 Enter the home mortgage interest adjustment, if any, from line 6 of the worksheet in the instructions. 1--'--1- _

5 Miscellaneous deductions from Schedule A (Form 1040), line 27 1-"--1-- _

6 If Form 1040, line 38, is over $159,950 (over $79,975 if married filing separately), enter the amount from

line 11 of the Itemized Deductions Worksheet in the Instructions for Schedule A (Form 1040) 1-"'--1-- -...;5'-<-7;....7.;......;..6...;.....

7 If claiming the standard deduction, enter any amount from Form 4684, line 18a, as a negative amount 1-'--1- _

8 Tax refund from Form 1040, line 10 or line 21. 1-"'--1-- _

9 Investment interest expense (difference between regular tax and AMT) 1-:::......1- _

10 Depletion (difference between regular tax and AMT) 1-"'--1-- "'-'-"

11 Net operating loss deduction from Form 1040, line 21. Enter as a positive amount 1--'-"'--1- _

12 Interest from specified private activity bonds exempt from the regular tax. 1-"'--1-- ;;....;;;.....;....;....

13 Qualified small business stock (7% of gain excluded under section 1202) .

14 Exercise of incentive stock options (excess of AMT income over regular tax income) .

15 Estates and trusts (amount from Schedule K - 1 (Form 1041), box 12, code A) .

16 Electing large partnerships (amount from Schedule K-1 (Form 1065-B), box 6) .

17 Disposition of property (difference between AMT and regular tax gain or loss) .

18 Depreciation on assets placed in service after 1986 (difference between regular tax and AMT) .

19 Passive activities (difference between AMT and regular tax income or loss) .

20 Loss limitations (difference between AMT and regular tax income or loss) ~"'--I-- _

21 Circulation costs (difference between regular tax and AMT) 1-=-=--1- _

22 Long-term contracts (difference between AMT and regular tax income) I--":'=--t--------

23 Mining costs (difference between regular tax and AMT) 1-=:::......1- _

24 Research and experimental costs (difference between regular tax and AMT) ~-=--I-- _

25 Income from certain installment sales before January 1, 1987 1-=:::......1- _

26 Intangible drilling costs preference 1-==--1--------

27 Other adjustments, including income-based related adjustments 1-='--1- _

28 Alternative tax net operating loss deduction ~"'--I-- _

29 Alternative mum taxable income. Combine lines 1 through 28. (If married filing separately and line 29

see instructio .

30 Exemption. (If you were under age 24 at the end of 2008, see instructions.)

AND line 29 is THEN enter on

IF your filing status is • • • not over. . . line 30 •.•

Single or head of household. . .. . . . . . . . . .. . . . . . . . . . .. . .. $112,500.............. $46,200 }

Married filing jointly or qualifying widow(er). .. . . . . . . . . . . . 150,000. . .. .. . . . .. . . . 69,950 .

Married filing separately. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75,000 . . . . . . . . . . . . . . 34,975

If line 29 is over the amount shown above for your filing status, see instructions.

31 Subtract line 30 from line 29. If more than zero, go to line 32. If zero or less, enter -0- here and on lines 34

and 36 and skip the rest of Part II. .

32 • If you are filing Form 2555 or 2555-EZ, see instructions for the amount to enter .

• If you reported capital gain distributions directly on Form 1040, line 13; you reported qualified dividends on Form 1040, line 9b; or you had a gain on both lines 15 and 16 of Schedule 0 (Form 1040) (as refigured for the AMT, if necessary), complete Part ilion page 2 and enter the amount from line 55 here .

• All others: If line 31 is $175,000 or less ($87,500 or less if married filing separately), multiply line 31 by 26% (.26). Otherwise, multiply line 31 by 28% (.28) and subtract $3,500 ($1,750 if married filing separately) from the result.

33 Alternative minimum tax foreign tax credit (see instructions) r-=-~I---"""'::'-=-::~~~

34 Tentative minimum tax. Subtract line 33 from line 32 f--"--'--t---......::c...;.....::....<....;:....:...~

35 Tax from Form 1040, line 44 (minus any tax from Form 4972 and any foreign tax credit from Form 1040,

line 47). If you used Schedule J to figure your tax, the amount from line 44 of Form 1040 must be refigured

without using Schedule J (see instructions) f--"-35;;..-1- __ .....;;;1~8;,,;4~3;;,,3;;,,;;;,1..;...

line line 34. If zero or less enter -0-. Enter here and on Form 1 line 45 . . . . . . . . . 36 O.

635 066.

BAA For Paperwork Reduction Act Notice, see separate instructions. FDIA5312L 12104/08 Form 6251 (2008)

Gene Land Aubr

S Locke

2

Tax Computation Using Maximum Capital Gains Rates

635 066.

37 Enter the amount from Form 6251, line 31. If you are filing Form 2555 or 2555-EZ, enter the amount from

line 3 of the worksheet in the instructions .

38 Enter the amount from line 6 of the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Form 1040, line 44, or the amount from line 13 of the Schedule D Tax Worksheet in the instructions for Schedule D (Form 1040), whichever applies (as refigured for the AMT, if necessary) (see instructions). If you are filing Form 2555 or 2555-EZ, see the instructions

for the amount to enter 1-"'38"'---11- -..::-<.....::....:....::....:..

39 Enter the amount from Schedule D (Form 1040), line 19 (as refigured for the AMT, if necessary) (see instructions). If you are filing Form 2555 or 2555-EZ,

see the instructions for the amount to enter. 1-"'39"'---11- ....:....::....:..

40 If you did not complete a Schedule D Tax Worksheet for the regular tax or the AMT, enter the amount from line 38. Otherwise, add lines 38 and 39, and enter the smaller of that result or the amount from line 10 of the Schedule D Tax Worksheet (as refigured for the AMT, if necessary). If you are filing Form 2555

or 2555-EZ, see the instructions for the amount to enter L4...:.;0::.-l ---=.4L..=.....:....::~

43 If line 42 is $175,000 or less ($87,500 or less if married filing separately), multiply line 42 by 26% (.26).

Otherwise, multiply line 42 by 28% (.28) and subtract $3,500 ($1,750 if married filing separately) from

the result .

41 Enter the smaller of line 37 or line 40 1-4-=-1=---t 4::....t....::....:...~

42 Subtract line 41 from line 37 1-4.:;2=-t ...;6:..;3::...0=-<...::.6.::.9.:1....:.....

44 Enter:

• $65,100 if married filing jointly or qualifying widow(er),

• $32,550 if single or married filing separately, or

• $43,650 if head of household.

45 Enter the amount from line 7 of the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Form 1040, line 44, or the amount from line 14 of the Schedule D Tax Worksheet in the instructions for Schedule D (Form 1040), whichever applies (as figured for the regular tax). If you did not complete

either worksheet for the regular tax, enter -0- f--=-45"'---11- 6.;;....;;..0..;;.6.<.....;;...;:;.....;:....:..

46 Subtract line 45 from line 44. If zero or less, enter -0- 1--'-46~f-- ----':....:..

47 Enter the smaller of line 37 or line 38 1--'-47~f-- -..::4.<.....;;....:....::....:..

48 Enter the smaller of line 46 or line 47 1-48...:.;::...+- _

50 Multiply line 49 by 15% (.15) .

If line 39 is zero or blank, skip lines 51 and 52 and go to line 53. Otherwise, go to line 51.

51 Subtract line 47 from line 41 !-"-51"--' _

52 Multiply line 51 by 25% (.25) .

173 093.

656.

53 Add lines 43,50, and 52 ~"-+-----.:1=-7.:...;3::...L....7.:...;4=.;9;......:.....

54 If line 37 is $175,000 or less ($87,500 or less if married filing separately), multiply line 37 by 26% (.26).

Otherwise, multiply line 37 by 28% (.28) and subtract $3,500 ($1,750 if married filing separately) from

the result . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. !-=-.=......f __ ---.:1=-7.:...;4=...t....;.3:..;1=-8;......:.....

55 Enter the smaller of line 53 or line 54 here and on line 32. If you enter this amount on line 32. Instead enter it on line 4 of the

FDIA5312L 12/04/08

'.

173 749.

Form 6251 (2008)

Form 8606

Nondeductible IRAs

OMB No. 1545·0074



~ See separate instructions.

~ Attach to Form 1040, Form 1040A, or Form 1040NR.

Gen L Locke

Name. If married, file a separate form for each spouse required to file Form 8606. See instructions.

Home address (number and street, or

. box if mail is not delivered to your home)

Fill in Your Address Only if You Are Filing This Form by Itself ~ and Not With Your

Tax Return

town or post office

, and

N uctible Contributions to TraditionallRAs and Distributions From Trad

SIMPLE IRAs

Complete this part only if one or more of the following apply.

• You made nondeductible contributions to a traditional IRA for 2008.

• You took distributions from a traditional, SEP, or SIMPLE IRA in 2008 and you made nondeductible contributions to a traditional IRA in 2008 or an earlier year. For this purpose, a distribution does not include a rollover (other than a repayment of a qualified disaster recovery assistance distribution), qualified charitable distribution, one-time distribution to fund an HSA, conversion, recharacterization, or return of certain contributions.

• You converted but not all, of your traditional SEP and SIMPLE IRAs to Roth IRAs in 2008

. liRA in

State

ZIP code

Enter your nondeductible contributions to traditional IRAs for 2008, including those made for 2008

from January 1, 2009, through April 15, 2009 (see instructions) .

2 Enter your total basis in traditional IRAs (see instructions) .


In 2008, did you take a distribution from traditional, SEP, or SIMPLE IRAs, or make

a Roth IRA conversion? Yes Go to line 4.

4 Enter those contributions included on line 1 that were made from January 1, 2009, through April 15, 2009 .

5 Subtract line 4 from line 3 .

No -------<~ Enter the amount from line 3 on line 14.

Do not complete the rest of Part I.

6 Enter the value of all your traditional, SEP, and SIMPLE IRAs as of December 31, 2008, plus any outstanding rollovers. Subtract any repayments of qualified disaster recovery assistance distributions. If the result is zero or less,

enter -0- (see instructions) 1--.:;,6-+ _

7 Enter your distributions from traditional, SEP, and SIMPLE IRAs in 2008.

Do not include rollovers (other than repayments of qualified disaster recovery assistance distributions), qualified charitable distributions, a one-time distribution to fund an HSA, conversions to a Roth IRA, certain returned contributions, or recharacterizations of traditional IRA contributions

(see instructions) 1-7::....-t---------

8 Enter the net amount you converted from traditional, SEP, and SIMPLE IRAs to Roth IRAs in 2008. Do not include amounts converted that you later

recharacterized (see instructions). Also enter this amount on line 1G .

9 Add lines G, 7, and 8 L.....,;9:.......J _

10 Divide line 5 by line 9. Enter the result as a decimal rounded to at least 3

places. If the result is 1.000 or more, enter '1.000' t--'-.:....-F--------

11 Multiply line 8 by line 10. This is the nontaxable portion of the amount you

converted to Roth IRAs. Also enter this amount on line 17 j--.:.11.:......t- _

12 Multiply line 7 by line 10. This is the nontaxable portion of your distributions

that you did not convert to a Roth IRA. L.,,;.12=--'- _

13 Add lines 11 and 12. This is the nontaxable portion of all your distributions .

14 Subtract line 13 from line 3. This is your total basis in traditionallRAs for 2008 and earlier years .

15a Subtract line 12 from line 7 .

b Amount on line 15a attributable to qualified disaster recovery assistance distributions (see instructions). Also

enter this amount on Form 8930, line 13. .

c Taxable amount. Subtract line 15b from line 15a. If more than zero, also include this amount on Form 1040,

line 15b; Form 1040A, line 11b; or Form 1040NR, line 1Gb .

Note: You may be subject to an additional 70% tax on the amount on line 75c if you were under

age 59-712 at the time of the distribution (see instructions).

BAA For Privacy Act and Paperwork Reduction Act Notice, see instructions.

Form 8606 (2008)

FDIA6112L 01/06/09

Form 8606

Nondeductible IRAs

OMB No. 1545·0074



.. Attach to Form 1040, Form 1040A, or Form 1040NR.

Aubr

S Locke

Name. If married, file a separate form for each spouse required to file Form 8606. See instructions.

Home address (number and street, or P.O. box if mail is not delivered to your home)

Fill in Your Address Only if You Are Filing This Form by Itself ~ and Not With Your

Tax Return

City, town or post office

State

ZIP code

Complete this part only if one or more of the following apply.

• You made nondeductible contributions to a traditional IRA for 2008.

• You took distributions from a traditional, SEP, or SIMPLE IRA in 2008 and you made nondeductible contributions to a traditional IRA in 2008 or an earlier year. For this purpose, a distribution does not include a rollover (other than a repayment of a qualified disaster recovery assistance distribution), qualified charitable distribution, one-time distribution to fund an HSA, conversion, recharacterization, or return of certain contributions.

rt, but not all, of your traditional, SEP, and SIMPLE IRAs to Roth IRAs in 2008 (excluding any portion you

made nondeductible contributions to a traditional IRA in 2008 or an earlier r.

1 Enter your nondeductible contributions to traditional IRAs for 2008, including those made for 2008

from January 1,2009, through April 15,2009 (see instructions) .

2 Enter your total basis in traditional IRAs (see instructions) t----t---~"""""::-:--=---


____ No ----~ Enter the amount from line 3 on line 14. Do not complete the rest of Part I.

---- Yes ----~ Go to line 4.

~---------~

4 Enter those contributions included on line 1 that were made from January 1, 2009, through April 15, 2009 I-.;",.!--------

5 Subtract line 4 from line 3 .

6 Enter the value of all your traditional, SEP, and SIMPLE IRAs as of

December 31, 2008, plus any outstanding rollovers. Subtract any repayments of qualified disaster recovery assistance distributions. If the result is zero or less,

enter -0- (see instructions) 1-6=--+- _

7 Enter your distributions from traditional, SEP, and SIMPLE IRAs in 2008.

Do not include rollovers (other than repayments of qualified disaster recovery assistance distributions), qualified charitable distributions, a one-time distribution to fund an HSA, conversions to a Roth IRA, certain returned contributions, or recharacterizations of traditional IRA contributions

(see instructions) 1-7::...-+- _

In 2008, did you take a distribution from traditional, SEP, or SIMPLE IRAs, or make a Roth IRA conversion?

8 Enter the net amount you converted from traditional, SEP, and SIMPLE IRAs to Roth IRAs in 2008. Do not include amounts converted that you later

recharacterized (see instructions). Also enter this amount on line 16. . . . . . . . . . . 8

"

9 Add lines 6, 7, and 8 '--9'--''-- _

10 Divide line 5 by line 9. Enter the result as a decimal rounded to at least 3

places. If the result is 1.000 or more, enter '1.000' f-..:.=--F--------

11 Multiply line 8 by line 10. This is the nontaxable portion of the amount you

converted to Roth IRAs. Also enter this amount on line 17 f-..:.1~1-+ _

12 Multiply line 7 by line 10. This is the nontaxable portion of your distributions

that you did not convert to a Roth IRA \",,;,12;;;....1..- _

13 Add lines 11 and 12. This is the nontaxable portion of all your distributions .

14 Subtract line 13 from line 3. This is your total basis in traditionallRAs for 2008 and earlier years .

15a Subtract line 12 from line 7 .

b Amount on line 15a attributable to qualified disaster recovery assistance distributions (see instructions). Also

enter this amount on Form 8930, line 13. .

c Taxable amount. Subtract line 15b from line 15a. If more than zero, also include this amount on Form 1040,

line 15b; Form 1040A, line 11b; or Form 1040NR, line 16b .

Note: You may be subject to an additional 70% tax on the amount on line 75c if you were under

age 59-712 at the time of the distribution (see instructions).

BAA For Privacy Act and Paperwork Reduction Act Notice, see instructions.

Form 8606 (2008)

FDIA6112L 01/06/09

Form 8889

OMB No. 1545·0074

Health Savings Accounts (HSAs)

2008


~ Attach to Form 1040 or Form 1040NR.

Name(s) shown on Form 1040 or Form 1040NR

Gene L Locke

Before you begin: Complete Form 8853, Archer MSAs and Long-Term Care Insurance Contracts, if required.

~ HSA Contributions and Deduction. See the instructions before completing this part. If you are filing jointly and both you and your spouse each have separate HSAs, complete a separate Part I for each spouse.

Check the box to indicate your coverage under a high-deductible health plan (HDHP) during 2008 (see

the instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ~r'-......::.,r-:-"::":";'4----'-..L..:...:o;.;.;~

2 HSA contributions you made for 2008 (or those made on your behalf), including direct deposits of economic stimulus payments and those made from January 1, 2009, through April 15, 2009, that were for 2008. Do not

include employer contributions, contributions through a cafeteria plan, or roll overs (see the instructions) .... j---.:2~1- --=;J...-:"';:'::"":""

3 If you were under age 55 at the end of 2008, and on the first day of every month during 2008, you were, or

were considered, an eligible individual with the same coverage, enter $2,900 ($5,800 for family coverage).

All others, see instructions for the amount to enter. 1-3::......1- .......:5'-'-'8:...0:...0.:....:.....

4 Enter the amount you and your employer contributed to your Archer MSAs for 2008 from Form 8853, lines 3

and 4. If you or your spouse had family coverage under an HDHP at any time during 2008, also include any

amount contributed to your spouse's Archer MSAs .

5 Subtract line 4 from line 3. If zero or less, enter -0- .

6 Enter the amount from line 5. But if you and your spouse each have separate HSAs and had family coverage

under an HDHP at any time during 2008, see the instructions for the amount to enter .

7 If you were age 55 or older at the end of 2008, married, and you or your spouse had family coverage under

an HDHP at any time during 2008, enter your additional contribution amount (see the instructions) .


9 Employer contributions made to your HSAs for 2008 1-9::......1- _

10 Qualified HSA funding distributions L-..:.::......1-- _


12 Subtract line 11 from line 8. If zero or less, enter -0- .

13 HSA deduction. Enter the smaller of line 2 or line 12 here and on Form 1040, line 25, or Form 1040NR,

line 25 : .

Caution: If line 2 is more than line 73, you may have to pay an additional tax (see the instructions).

HSA Distributions. If you are filing jointly and both you and your spouse each have separate HSAs, complete a separate Part II for each spouse.

b Distributions included on line 14a that you rolled over to another HSA. Also include any portion of a direct deposit of an economic stimulus payment and excess contributions (and the earnings on those excess contributions) included on line 14a that were withdrawn by the due date of your return (see the instructions). t-'--=t--------

c Subtract line 14b from line 14a t-'-~t--------

15 Unreimbursed qualified medical expenses (see the instructions) t-'-::......t--------

16 Taxable HSA distributions. Subtract line 15 from line 14c. If zero or less, enter -0-. Also, include this amount in the total on Form 1040, line 21, or Form 1040NR, line 21. On the dotted line next to line 21,

enter 'HSA' and the amount .

17 a If any of the distributions included on line 16 meet any of the Exceptions to the Additional 10% Tax (see the instructions), check here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ~ 0

b Additional 1 0% tax (see the instructions). Enter 10% (.10) of the distributions included on line 16 that are subject to the additional 10% tax. Also include this amount in the total on Form 1040, line 61, or Form 1040NR, line 57. On the dotted line next to Form 1040, line 61, or Form 1040NR, line 57 enter 'HSA' and

14a Total distributions you received in 2008 from all HSAs (see the instructions) 1--'-...;....;;;.+- _

BAA For Paperwork Reduction Act Notice, see the instructions.

Form 8889 (2008)

.,

FDIA2512L 09110/08

18 Qualified HSA distribution .............................................................................. 18
19 Last-month rule ........................................................................................ 19
20 Qualified HSA funding distribution ...................................................................... 20
21 Total income. Add lines 18,19, and 20. Include this amount on Form 1040, line 21, or Form 1040NR, line 2l.
On the dotted line next to Form 1040, line 21, or Form 1040NR, line 21, enter 'HSA' and the amount ........ 21
22 Additional tax. Multiply line 21 by 10% (.10). Include this amount in the total on Form 1040, line 61, or Form
1040NR, line 57. On the dotted line next to Form 1040, line 61, or Form 1040NR, line 57, enter 'HDHP' and
the amount. ........................................................................................... 22 Form 8889 (2008)

FDIA2512L 09/10/08

Form 4562

OMB No. 1545·0172

.. Attach to.your tax return.

2008

Depreciation and Amortization (Including Information on Listed Property)






Gene L and Aubrey S Locke

Identifying number

Business or activity to which this form relates

Part I.

1 Maximum amount. See the instructions for a higher limit for certain businesses .

2 Total cost of section 179 property placed in service (see instructions) .

3 Threshold cost of section 179 property before reduction in limitation (see instructions). .

4 Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- .

5

8 9 10 11 12

Special depreciation allowance for qualified property (other than listed property) placed in service during the

tax year (see instructions) 1--'-....:.....+---------

15 Property subject to section 168(f)(1) election .

17 MACRS deductions for assets placed in service in tax years beginning before 2008 .

18 If you are electing to group any assets placed in service during the tax year into one or more general

asset check. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . .. . ~

(g) Depreciation

deduction

Listed property. Enter amount from line 28 " .

Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21. Enter here and on

the appropriate lines of your return. Partnerships and S corporations - see instructions r' • ...;..-'-'-T-'--'-'-'-'-'--'-'-'...;..;.-'-'-'...;..;..'-'-=--

23 For assets shown above and placed in service during the current year, enter

the of the basis attributable to section 263A costs. . .


FDIZ0812L 06/12108

Form 4562 (2008)

Gene Land Aub

2

Listed Prorerty (Include automobiles, certain other vehicles, cellular telephones, certain computers, and property used for entertainmen , recreation, or amusement.)

Note: For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete only 24a, 24b, columns (a) through (c) of Section A, all of Section B, and Section C if applicable.

Recovery period

Methodl Convention

Depreciation deduclion

25

in service during the tax year and

25

26 Property used more than 50% in a qualified business use:
Computer 6/30106 75.00 2,480. 5.0 200DB HY

.. 27

use:

28 Add amounts in column (h), lines 25 through 27. Enter here and on line 21, page 1 ~=--L.-----r-;:":"

29 Add amounts in column line 26. Enter here and on line 7 1 .

Section B - Information on Use of Vehicles

Complete this section for vehicles used by a sole proprietor, partner, or other 'more than 5% owner,' or related person. If you provided vehicles to your employees, first answer the questions in Section C to see if you meet an exception to completing this section for those vehicles.

(a) (b) (c) (d) (e) (f)
30 Total business/investment miles driven Vehicle 1 Vehicle 2 Vehicle 3 Vehicle 4 Vehicle 5 Vehicle 6
during the year (do not include
commuting miles) ..........................
31 Total commuting miles driven during the year .........
32 Total other personal (noncom muting)
miles driven ................ .............. .
33 Total miles driven during the year. Add
lines 30 through 32 ........................
Yes No Yes No Yes No Yes No Yes No Yes No
34 Was the vehicle available for personal use
during off-duty hours? .....................
35 Was the vehicle used primarily by a more
than 5% owner or related person? ..........
36 Is another vehicle available for
personal use? ............................. Section C - Questions for Employers Who Provide Vehicles for Use by Their Employees

Answer these questions to determine if you meet an exception to completing Section 8 for vehicles used by employees who are not more than 5% owners or related persons (see instructions).

37 Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting, Yes No
by your employees? .................................................................... " ..........................
38 Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by your
employees? See the instructions for vehicles used by corporate officers, directors, or 1 % or more owners ................
39 Do you treat all use of vehicles by employees as personal use? .......................................................
40 Do you provide more than five vehicles to your employees, obtain information from your employees about the use of the
vehicles, and retain the information received? ............................................................. .......... .
41 Do you meet the requirements concerning qualified automobile demonstration use? (See instructions.) ........ ...........
Note: If your answer to 37, 38, 39, 40, or 47 is 'Yes,' do not complete Section B for the covered vehicles.
"',; Amv,
(a) (b) (c) (d) (e) (f)
Description of costs Date amortization Amortizable Code Amortization Amortization
begins amount section period or for this year
percentage
42 Amortization of costs that begins during your 2008 tax year (see instructions):

43 Amortization of costs that began before your 2008 tax year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. I 43
44 Total. Add amounts in column (t). See the instructions for where to report ................................ I 44 FDIZ0812L 06/12108

Form 4562 (2008)

2008

Federal Statements

Page 1 -


Statement 1

Form 1040, Page 2 Penalties

Tax Due Before Penalties..................................................................... $ 28,462.

Late Payment....................................................................................... 835.

Interest............................................................................................. 564.

Grand Total Tax Due $ 29,861.

=======!:::::::::::::===

Statement 2 Schedule A, Line 23 Other Expenses

Investment management fee................................................................... $ 11,111.

Safe Deposit Box Rental.......................... 90.

Total =$ ===1=1=, 2:=0=:1:=:.

Statement 3 Schedule SE, Page 1

Taxpayer's Self-Employment Income from Passthrough Entities

Andrews & Kurth, LLP

Self-employment income from entity $ 844,835.

Section 179 expense........................................................................... -7,300.

Unreimbur s ed expens e s ..,....-_---=-1:;;.,6,....,....:;9..:;::1-=-3~.

Total $ 820,622.

Total SE Income - Nonfarm =$=====8=20~,=6=2=2=.

Statement 4

Form 1116, Line 1a - Passive Income Gross Income From Sources Outside U.S.

184.

Dividends .

Gross Foreign Source Qualified Dividends .

Foreign Source Qualified Dividend Adjustment .

Net Foreign Source Qualified Dividends ..

Capital Gain Distributions .

Net Foreign Source Capital Gain Distributions .

1,935. -1.106.

829. 795.

795.

Total $ 1,808.

====:::::::::!:::::::::::::==::

2008

Federal Statements


Page 2 --

3.

Statement 5

Form 1116, Line 2· General Category Income Expenses Directly Allocable to Income

Andrews & Kurth, LLP........................................................................... T$ __ ~13~,~9:-i0-i-2..:....

Total =$====13=,=9=0::2=.

Statement 6

Form 1116, Line 10

Foreign Tax Credit Carryovers

General Category Income

2007 Foreign tax credit 2006 Foreign tax credit 2005 Foreign tax credit 2004 Foreign tax credit 2003 Foreign tax credit 2002 Foreign tax credit 2001 Foreign tax credit 2000 Foreign tax credit 1999 Foreign tax credit

Foreign

Taxes Paid O. O. O. 3. O. o. o. o. o.

Foreign Taxes

Disallowed O. O. O. O. O. O. O. O. O.

Foreign Taxes Claimed

o. O. O. O. O. O. O. O. O.

Foreign Tax Credit

Carryover O. O. O. 3. O. o. O. O. O.

Total Foreign Tax Credit Carryover - Form 1116, Line 10

Statement 7

Form 1116, Line 'l a- Passive Income (AMT) Gross Income From Sources Outside U.S.

$

Dividends .

Gross Foreign Source Qualified Dividends .

Foreign Source Qualified Dividend Adjustment .

Net Foreign Source Quali fied Dividends .

Capital Gain Distributions .

Net Foreign Source Capital Gain Distributions .

184.
1,935.
-898.
1,037.
795.
795.
Total $ 2,016. Statement 8

Form 1116, Line 2· General Category Income (AMT) Expenses Directly Allocable to Income

Andrews & Kurth, LLP .

....................... ~$ __ ~13~,~9~0~2~.

Total =$ ===1:=3=, 9=:0=2:=:.

2008

Federal Statements

Page 3

3.


Statement 9

Form 1116, Line 10

Foreign Tax Credit Carryovers

General Category Income - AMT

2007 Foreign tax credit 2006 Foreign tax credit 2005 Foreign tax credit 2004 Foreign tax credit 2003 Foreign tax credit 2002 Foreign tax credit 2001 Foreign tax credit 2000 Foreign tax credit 1999 Foreign tax credit

Foreign

Taxes Paid o. o. o. 3. o. o. o. o. o.

Foreign Taxes

Disallowed o. o. o. o. o. o. o. o. o.

Total Foreign Tax Credit Carryover - Form 1116, Line 10

Foreign Taxes Claimed

o. o. o. o. o. o. o. o. o.

Foreign Tax Credit

Carryover o. o. o. 3. o. o. o. o. o.

$

Gene Locke Tax Return, 2008

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